Wells Fargo Advisors
Industry: Subsidiary
DescriptionWells Fargo Advisors is a subsidiary of Wells Fargo, located in St Louis, Missouri. It is the ninth largest brokerage firm in the United States as of August 17, 2017 with $490 billion retail client assets under management. Headquarters: St. Louis, Missouri, United States Number of employees: 15,000 Advisors Parent organization: Wells Fargo Founded: 4 September 2001 Total assets: 490 billion USD Subsidiaries: Wachovia Securities (Argentina) LLC (Buenos Aires Argentina),
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7,010 Wells Fargo Advisors employees in database. Find out everything there's to know about Wells Fargo Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Advisors Employees
Wells Fargo Advisors April 2015 - Present
Wells Fargo Advisors, LLC April 2012 - Present
Wells Fargo Advisors, LLC March 2009 - April 2012
Wachovia Securities, LLC March 2007 - March 2009
Wachovia Securities/Prudential Securities June 2002 - March 2007
Andover Brokerage, LLC October 2000 - June 2002
DLJ Direct April 1999 - August 2000
Skills
Business Analysis, Staff Mentoring, Staff Development, Team Leadership, Retail Brokerage, Operations Management, Technology Integration, Series 7, Series 63, Mutual Funds, Process Improvement, Strategy, Securities, Investments
Education
Oswego State University 1995 — 1999
Bachelor of Science, Business Management; Finance
State University of New York College at Oswego 1995 — 1999
Bachelor of Science, Business Management; Finance
References
AT&T July 2014 - Present
Wells Fargo Advisors December 2011 - June 2014
USF Tutoring & Learning Services August 2012 - August 2013
Skills
Microsoft Office, Leadership, Research, Stata, Data Management, Project Planning, Statistical Data..., Teamwork, Teaching, Econometrics, Data Analysis, Peer Tutoring, Analysis, Access, Microsoft Word, Public Speaking, Event Planning, Microsoft Excel, PowerPoint, SAS Programming, Microsoft SQL Server, Project Management
Education
University of South Florida 2012 — 2013
Master of Arts (M.A.), Economics, 3.56/4.0
University of South Florida, College of Business 2009 — 2012
Bachelor of Science (B.S.), Business Economics, cum laude (top 10%)
St. Petersburg College 2007 — 2009
Associate of Arts (A.A.), cum laude
Humana July 2014 - Present
Humana February 2013 - July 2014
Ameriprise Financial Services, Inc. August 2011 - February 2013
Wells Fargo Advisors September 2010 - July 2011
UBS May 2010 - September 2010
Skills
Strategic Financial..., Financial Analysis, Financial Modeling, Retirement Planning, Morningstar, Uniform Combined State..., Investments, Bloomberg, Portfolio Management, Thompson One, Mutual Funds, Asset Allocation, Bloomberg Terminal, Equities, ETFs, Financial Statement..., Retirement, Series 63, Wealth Management, Valuation, Sports
Education
Stetson University College of Law 2015 — 2019
Juris Doctor
University of Louisville 2011 — 2013
MBA, Finance
University of South Florida - College of Business Administration 2007 — 2011
BA, Finance
Wells Fargo Enterprise Global Services, LLC- Philippines November 2014 - Present
Wells Fargo Advisors 2008 - Present
Highline Financial 2006 - 2008
Bank of America 1991 - 2005
Skills
Project Delivery, Business Relationship..., Branch Management, Client Services, Relationship Management, Banking, Portfolio Management, Credit, Financial Risk, Commercial Banking, Cross Selling, Business Process..., Credit Analysis, Credit Cards, Retail Banking, Vendor Management, Cross-functional Team..., Financial Services, Leadership
Education
University of North Texas 1992 — 1997
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
St. Mary's University 1989 — 1991
International Business
Myriad Tech Solutions February 2014 - Present
Goldman Sachs September 2012 - December 2013
Wells Fargo Advisors January 2012 - August 2012
Celebrity Resorts August 2008 - November 2011
Skills
Investment Banking, VMware ESX, Virtualization, Network Security, Server Administration, Securities Market, Network Engineering, English, Windows, Research, C++, Public Speaking, HTML, Financial Audits, Strategic Planning, Budgets, Negotiation, Microsoft Office, PowerPoint, Microsoft Excel, Editing, Java, Stocks, Server Architecture, System Administration, Cisco Technologies, Cloud Computing, Data Center, Networking, Security, Servers, VPN, Juniper Technologies, Palo Alto Networks
Education
University of Central Florida - College of Business Administration 2007 — 2010
Bachelor of Science (BS), Finance
St. Francis College 2003 — 2006
Biology
Wells Fargo Advisors September 2007 - Present
Merrill Lynch June 1987 - September 2007
Skills
Investment Strategies, Retirement Planning
Education
State University of New York at New Paltz
Bachelor's Degree (BS), Business Finance
Citizens Bank October 2012 - Present
Citizens Bank September 2009 - October 2012
Wells Fargo Advisors March 2007 - September 2009
HSBC January 2006 - March 2007
HSBC January 2003 - December 2005
Skills
Commercial Banking, Portfolio Management, CRM, Credit, Retail Banking, Sales Management, Business Development, Consumer Lending, Wealth Management, Mortgage Lending, Sales, Finance, Small Business Lending, Underwriting, Commercial Lending, Coaching, Banking, Insurance, Loans, Relationship Management, Loan Origination, Cold Calling, Management, Small Business, New Business Development, Credit Analysis, Branch Banking, Lines Of Credit, Customer Service, Financial Services, Leadership
Education
State University of New York Empire State College 2015 — 2018
Master of Business Administration (MBA), Finance and Financial Management Services
SUNY Plattsburgh 1999 — 2003
Business Economics, Business/Managerial Economics
Raymond James Financial Services, Inc., member FINRA/SIPC August 2012 - Present
Wells Fargo Advisors February 2007 - August 2012
BB&T June 2004 - February 2007
Skills
Wealth Management, Asset Allocation, Investment Strategies, Investment Advisory, Investments, Mutual Funds, Wealth Management..., Asset Management, Retirement Planning, Equities, Portfolio Management, Fixed Income, Retirement, Bonds, Strategic Financial..., Financial Advisory, 401k, Finance, Series 7, Series 63, Wealth Accumulation
Education
SUNY Potsdam 1991 — 1995
Bachelor's degree, Psychology
Wells Fargo Advisors April 2009 - Present
Skills
Investment Strategies, Financial Advisory, IRAs, Securities, 401k Rollovers, Fixed Annuities
Education
St. John Fisher College 1965 — 1969
Bachelor of Arts (BA), English Language and Literature/Letters
McQuaid Jesuit High School
Kerrigan Davis Capital and Risk Management April 2015 - Present
Commercial Banking Company July 2010 - April 2015
Wells Fargo Advisors January 2007 - July 2010
Edward Jones August 2001 - January 2007
Skills
Retirement Planning, Alternative Investments, Asset Managment, Insurance, Financial Risk, Strategic Financial..., Disability Insurance, Investments, Finance, Credit, Portfolio Management, Mutual Funds, Asset Management, Asset Allocation
Education
Valdosta State University 1998 — 2000
B.B.A., Business, Management, Marketing, and Related Support Services
State College of Florida-Manatee-Sarasota 1996 — 1998
Wells Fargo Advisors March 2015 - Present
Sony 2013 - 2015
Sony 2013 - 2015
Wells Fargo Advisors December 2013 - March 2014
Summit Brokerage Services, Inc. February 2011 - August 2013
Skills
Customer Service, Finance, Management, Investments, Securities, Teamwork, Sales, Microsoft Excel, Mutual Funds, Microsoft Word, Telephone Skills, Budgets, PowerPoint, Leadership, Strategic Planning, Outlook, Financial Analysis, Financial Services, Microsoft Office, Credit, Event Planning, Time Management, Loans, Social Networking, Banking, Financial Modeling, Relationship Management, Marketing, Portfolio Management, Retirement, Insurance
Education
St. Thomas Aquinas College
Bachelor Degree, Marketing/Business
White Plains High School
High School Degree
Curian Capital May 2015 - Present
Wells Fargo Advisors January 2012 - April 2015
Stetson University July 2010 - October 2012
The First Tee May 2006 - May 2010
Parlux Fragrances May 2007 - August 2009
Morgan Stanley May 2007 - August 2007
Skills
Marketing, Sales, Research, Market Research, Strategy, Project Management, Microsoft Excel, Division 1 Golfer, Strategic Planning, Social Media Marketing, Management, Customer Service, Event Planning, PowerPoint, Microsoft Office, Public Speaking, Budgets, Social Networking, Outlook, Microsoft Word, Leadership, Fundraising, Spanish, Event Management, Marketing Strategy, Investments, Social Media, Time Management, Data Analysis, Public Relations, Nonprofits, Facebook, Teamwork, Team Leadership, Training, Marketing Communications
Education
Stetson University
Masters; MBA, -Focus in Finance
Stetson University 2006 — 2010
Bachelor of Business Administration (BBA), Accounting and Finance
Stetson University 2006 — 2010
Bachelor of Arts (B.A.), Spanish Language and Literature
the Universidad de San Carlos III 2008 — 2008
BBA & BA, International Business & Spanish
Wells Fargo Advisors September 2014 - Present
Financial Institution in St. Louis MO June 2008 - Present
Skills
Banking, Retail Banking, Credit, Loans, Credit Risk, Consumer Lending, Commercial Lending, Mortgage Lending, Branch Banking, Small Business Lending, Trade Finance, Core Banking
Education
St. Louis Community College 2001 — 2002
Wells Fargo Advisors July 1994 - Present
Skills
Financial Services, Strategic Financial..., Investments, Investment Strategies, Retirement, Strategic Planning, Insurance, Risk Management, Financial Analysis, 401k Rollovers, Retirement Planning, Financial Advisory, Retirement Savings, Variable Annuities, Wealth Management, Stock Market Analysis, Business-Owner Planning, Estate Investment..., Investment Planning, Retirement-plan..., Securities, Mutual Funds, Tax-Efficient Strategies, Wealth-preservation..., Estate Plannig..., Finance
Education
Stephen F. Austin State University 1980 — 1983
Bachelor’s Degree, Finance
Wells Fargo Advisors February 2009 - Present
UBS Wealth Management January 2002 - February 2009
J.P. Morgan June 1999 - January 2002
Hambrecht & Quist February 1994 - June 1999
Skills
Portfolio Management, Finance, Financial Services, Equities, Investments, Hedge Funds, Capital Markets, Alternative Investments, Asset Management, Fixed Income
Education
Stonehill College
Wells Fargo Advisors July 2013 - Present
OfficeMax May 2012 - September 2013
First Christian Church of Florissant August 2003 - December 2004
Parkwood Christian Church January 1998 - January 2000
Skills
Adobe Creative Suite, Microsoft Office, FlexiSign, ACT Database Software, Ten Key, Artistic Vision, Creative Writing, Highly detail oriented, Event Planning, Editing, Volunteer Management, Customer Service
Education
St. Louis Community College 2006 — 2008
Associate's degree, Graphic Communications
St. Louis Christian College 1990 — 1993
Music Ministry
Cincinnati Christian University 1988 — 1989
Music Theory and Composition
GDS International July 2012 - Present
Wells Fargo Advisors 2010 - 2011
Cohen & Steers December 2009 - July 2010
Kinetics Mutual Funds May 2008 - December 2009
Kinetics Mutual Funds May 2003 - September 2007
Skills
Sales Presentations, Interpersonal..., Phone Etiquette, Cold Calling, Business Writing, Marketing Communications
Education
The University of Connecticut 2006 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Stonehill College 2004 — 2006
TEKsystems 2012 - Present
Wells Fargo Advisors 2009 - 2012
Wells Fargo 2009 - 2012
Strategic Staffing Solutions 2008 - 2009
Wachovia Securities 2008 - 2009
Wachovia Securities 2008 - 2009
Pinnacle 2006 - 2008
Bright House Networks 2003 - 2006
Visual Communications International / Contractor's Publishing Company January 2001 - January 2002
Descartes Systems Group January 1998 - January 2000
Skills
Business Analysis, Project Coordination, Project Planning, Project Implementation, Infrastructure Planning, Infrastructure Projects, System Administration, Operating Systems, Systems Analysis, Requirements Analysis, Infrastructure, IT Management, Software Development
Education
St. Petersburg College 2004 — 2005
Certification, Linux Systems Administration
Mt. Lebanon High School 1981 — 1985
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
St. Petersburg College
Nationwide Planning Associates, Inc. February 2015 - Present
Gilford Securities November 2011 - January 2015
Wells Fargo Advisors November 2005 - November 2011
UBS Wealth Management February 2000 - November 2005
Skills
Series 63, Wealth Management, Retirement Planning, Series 7, Investments, Fixed Income, Equities, Securities, Investment Advisory, Mutual Funds, Wealth Management..., Alternative Investments, Hedge Funds, FINRA, Financial Services, Portfolio Management, Financial Advisory
Education
St. Lawrence University
InsideView, Inc October 2014 - Present
InsideView, Inc March 2014 - September 2014
SHI International Corp. May 2013 - March 2014
Mass Relevance October 2012 - May 2013
Gl33k September 2012 - November 2012
Wells Fargo Advisors May 2009 - August 2009
Skills
Social Media Marketing, Blogging, Social Networking, Online Advertising, Digital Media, Social Media, Marketing Strategy, Salesforce.com, Start-ups, Lead Generation, SEO, Marketing, Account Management, Analytics, Product Marketing, Web Analytics, Sales, Sales Process, SaaS, Databases, CRM, InsideView, Solution Selling
Education
St. Edward's University 2008 — 2012
BA, Digital Media Management
Churchill High School 2004 — 2008
Wells Fargo Advisors January 1990 - Present
Skills
Wealth, Investments, Wealth Management..., Wealth Management, Finance, Securities, Financial Advisory, Alternative Investments, Financial Analysis, Asset Allocation, Mutual Funds, Investment Strategies, Investment Management, Retirement, Risk Management, Retirement Planning
Education
University of Oregon School of Law 1982 — 1985
JD, Law
Stanford University 1976 — 1980
BA, Human Biology
Bend High School 1973 — 1976
Bend, Oregon
Wells Fargo Advisors February 2009 - Present
Smith Barney February 2005 - February 2009
Legg Mason September 1997 - February 2005
Skills
Investments, Retirement Planning, Asset Allocation, Mutual Funds, Retirement, Securities
Education
SUNY Oswego 1982 — 1986
BS, Business Admin/Human Resource Mgmt
Wells Fargo Advisors 1994 - Present
Fiesta Bowl August 1990 - October 1993
Skills
Retirement Planning, 401(k) / IRA Rollovers, Investments, Securities, Financial Advisory, Estate Planning, Risk Management, Stock Analysis, Fixed-Income Strategies, Mutual Funds, Strategic Planning, Retirement-Plan..., Insurance, Mortgage Lending, Estate Investment..., Financial Analysis, Tax-Efficent Strategies, Annuities, Concentrated Stock..., Diversification, Loans, Customer Service, Fixed Annuities, Asset Allocation
Education
St. Norbert College 1986 — 1990
BA, Marketing, Computer Science
St Mary Springs High School 1982 — 1986
Wells Fargo Advisors September 2010 - January 2014
Mercury Financial January 2010 - September 2010
Merrill Lynch Insurance Group January 2002 - December 2009
First Union Bank March 2000 - January 2002
BB&T Insurance Services Inc. March 1995 - March 2000
Jefferson Pilot Life Insurance Company January 1990 - March 1995
Skills
Estate Planning, Insurance, Financial Planners, Wealth, Banking, Small Business, Wealth Management...
Education
State University of New York College at Buffalo
BS, Business Administration
The American College
CLU,ChFC
CCH Trust US, a Wolters Kluwer business September 2013 - June 2015
Informa Investment Solutions 2012 - 2013
Wells Fargo Advisors 2011 - 2012
CLS Investments, LLC 2008 - 2009
Feldman Securities Group, LLC 2007 - 2008
Feldman Securities Group, LLC 2004 - 2007
SunGard Financial Systems 2003 - 2004
Feldman Securities Group, LLC 2000 - 2003
State Street 1998 - 2000
Skills
Strategic Selling Skills, Managing Complex Sales, Solution Selling, Consultative Sales..., Superior Client Service, Key Account Acquisition..., Strategic Relationships, Miller-Heiman Strategic..., Relationship..., National Account..., Pipeline Management, Mutual Funds, Wealth Management, Financial Services, Portfolio Management, Investments, Asset Management, Series 7, Investment Management, Risk Management, Negotiation, Banking, Relationship Management, ETFs, Account Management, SaaS, Separately Managed..., Investment Advisory, Series 63, Financial Risk, Asset Managment, Software Solution Sales, Performance Measurement, IT Outsourcing, Outsourcing, Series 65, Client Services, Proposal Generation, Global Custody, Registered Investment..., Front to Back Office, SPIN Selling, Sales Management
Education
State University of New York College at Plattsburgh
BA, Economics
JLP Capital Mangement November 2014 - Present
LPL Financial June 2005 - November 2014
Wells Fargo Advisors July 2003 - June 2005
UBS May 2001 - July 2003
PepsiCo May 1989 - May 2001
Skills
Investment Management, Financial Planning, Alternative Investments
Education
Egg Harbor Township High School 1984 — 1988
Richard Stockton College of New Jersey
Bachelor's Degree, Busines
AXA Advisors 2015 - Present
Wells Fargo Advisors 2011 - 2015
AXA Equitable 2000 - 2011
Merrill Lynch 1991 - 2000
Education
Saint Lawrence University 1987 — 1991
Bachelor of Arts (B.A.), English Language and Literature, General
Princeton High 1984 — 1987
BB&T May 2015 - Present
ICMA-RC July 2012 - May 2015
Fisher Investments June 2011 - June 2012
Wells Fargo Advisors December 2005 - May 2011
JPMorgan Chase July 2002 - December 2005
Skills
Wealth Management, Investment Management, Investment Advisory, Alternative Investments, Institutional..., Investment Strategies, Securities Licensed..., Educational Fundraising, Non-profit Leadership, Organizational...
Education
St. Mary's University
Bachelor of Business Administration, Management
Orexo AB July 2014 - Present
AstraZeneca September 2013 - July 2014
Sunovion Pharmaceuticals Inc. March 2006 - August 2013
Bristol-Myers Squibb May 2002 - March 2006
Wells Fargo Advisors November 2001 - March 2002
Skills
Marketing Strategy, Pharmaceutical Sales, Marketing, Endocrinology, Sales Effectiveness, Pharmaceutical Industry, Hospital Sales, Marketing Communications, Rheumatology, Diabetes, Pulmonology, Leadership Development, Urology, Cardiology, Neurology, Gastroenterology, Market Access
Education
University of St. Thomas (TX) 2009 — 2015
Master's degree, Political Science and Government
Stephen F. Austin State University 1997 — 2001
Bachelor of Arts (BA), Communication and Media Studies
Wells Fargo Advisors June 1998 - Present
Skills
Certified Financial..., Fixed Income Strategies, Fixed Income Portfolio...
Education
St. Mary's College of Maryland 1986 — 1992
Bachelor of Arts (B.A.), Economics
St. Mary's Ryken 1982 — 1986
Trinity Capital Management October 2011 - Present
Wells Fargo Advisors August 2001 - October 2011
Morgan Stanley Smith Barney June 1992 - August 2001
Education
Stephen F. Austin State University 1987 — 1991
Bachelor of Business Administration (B.B.A.), Finance and Accounting
Wells Fargo Advisors April 2015 - Present
Byrne Software Technologies, Inc. September 2014 - April 2015
Covenant Technology Partners March 2013 - September 2014
Centene Corporation May 2010 - March 2013
Six Flags April 2008 - May 2010
Best Buy October 2005 - January 2009
Skills
C#, .NET, SharePoint, SharePoint Designer, JavaScript, CSS, HTML, Nintex, jQuery, AJAX, XML, Microsoft SQL Server, SQL, IIS, Consulting, Agile Methodologies
Education
University of Missouri-Saint Louis 2008 — 2011
Bachelor of Science (B.S.), Computer Science, Computer Science
St. Louis Community College 2006 — 2008
General Studies
Bureau of Labor Statistics February 2014 - Present
Wells Fargo Advisors March 2012 - June 2013
Tower Square Securities 1995 - 2000
Skills
New Business Development, Business Analysis, Alternative Investments, Investments, Asset Allocation, Marketing Communications, Marketing Strategy, Social Media, Strategic Planning, Marketing, Online Advertising, Customer Service, Sales Management, Social Networking
Education
Bethpage High School
State University of New York College at Oneonta
B.S., Business Economics
Wells Fargo Advisors April 2014 - Present
Wells Fargo Advisors August 2011 - April 2014
Merrill Lynch March 1998 - July 2011
Paine Webber April 1994 - March 1998
Skills
Retirement Planning, Investment Advisory, 401k Rollovers, Wealth Preservation..., College Funding..., Team Building, Building Relationships, Business Planning, Relationship Management
Education
State University of New York at New Paltz 1991 — 1993
BA, Sociology
Beach Channel HS
T. Rowe Price 2015 - Present
T. Rowe Price January 2012 - 2015
Wells Fargo Advisors June 2011 - August 2011
KRR Lacrosse June 2007 - August 2011
Wells Fargo Advisors June 2010 - August 2010
Skills
Mutual Funds, Customer Service, Investments, Coaching, Microsoft Excel, Microsoft Office, Fixed Income, Finance, Accounting, Bloomberg
Education
St. Mary's College of Maryland 2007 — 2011
B.A., Economics, Public Policy
Winters Mill High School 2004 — 2007
Math, Science, and Technology Program
State Street Bank December 2013 - Present
Wells Fargo Advisors March 2013 - December 2013
Wells Fargo Advisors February 2008 - December 2013
A.G. Edwards September 1998 - January 2008
J&W Seligman August 1996 - September 1998
AllianceBernstein January 1994 - July 1995
Skills
Series 7, Wealth Management, Series 63, Portfolio Management, Mutual Funds, Series 65, Series 24, Asset Management, Equities, Fixed Income, Investment Advisory, Investment Strategies, Asset Allocation, Securities, Alternative Investments, Financial Services
Education
State University of New York College at Plattsburgh 1989 — 1993
Bachelor of Science, Business Management
Webster University 1999 — 2002
MBA, Finance
Bank of America January 2011 - August 2011
Wells Fargo Advisors October 2008 - January 2011
Weintraub Financial Services, Inc. January 2006 - October 2008
Merrill Lynch 2004 - 2006
Education
State University of New York College at Oneonta
B.S., Communications
LendingTree January 2014 - Present
Mungi Brands April 2011 - Present
MetLife 2010 - 2012
Wells Fargo Advisors 2010 - 2010
Wells Fargo 2006 - 2010
Enterprise Rent-A-Car 2003 - 2006
Skills
Series 7, Product Development, Product Design, Business Strategy, Inventor, Capital Raising, New Business Development, Business Planning, Sales Management, International Sales, Entrepreneurship, Budgets, Retirement Planning, Sales Presentations, Business Development, Financial Analysis, Finance, B2B, Investments, Marketing, Marketing Strategy, Supply Chain Management, Process Improvement, Business Process Design, Sourcing, Account Management, Sales, Management, Small Business, Mortgage Lending, Loans
Education
State University of New York College at Fredonia
Bachelor of Science, Business Administration and Management, General and marketing
Wells Fargo Advisors October 2007 - Present
Wachovia Securities Inc October 2007 - December 2008
AG Edwards June 1995 - October 2007
American Power Conversion June 1992 - December 1994
Skills
Investments, Wealth Management, Retirement Planning, Portfolio Management, 401k, Finance, IRAs, Alternative Investments, Securities, Financial Services, Fixed Income, Investment Strategies, Options
Education
St. Lawrence University 1985 — 1989
B.A., English
Portsmouth Abbey 1980 — 1985
Wells Fargo Advisors February 2012 - Present
Skills
Wealth Management, Investments, Financial Advisory, Financial Analysis, Financial Risk, Investment Management, Separately Managed..., Fixed Annuities, Variable Annuities, Estate Planning, Financial Services, Options, Wealth, Trading, Banking, Capital Markets, Bloomberg, Uniform Combined State..., Valuation, Options Strategies, FINRA
Education
Stanford University 1970 — 1972
University of Alabama 1968 — 1970
Wells Fargo Advisors October 2013 - Present
Wells Fargo Advisors June 2011 - October 2013
Wells Fargo Advisors May 2008 - June 2011
Perficient, Inc. September 2006 - January 2008
BJC Healthcare July 2002 - September 2006
Ciber, Inc. 2000 - 2002
Edward Jones 1997 - 2000
Zale Corporation 1987 - 1990
Skills
Vendor Management, Project Management, Process Improvement, Strategic Planning, Business Analysis, Management, Social Media, Leadership, Strategy, Visio, Risk Management, Social Media Marketing, SDLC, Program Management, Finance, Financial Services
Education
Webster University
MBA
The University of Texas at Dallas
Accounting
Washington University in St. Louis
School of Music
Stephens College
Bachelor of Arts (B.A.), Double Major: Fashion and Business Administration
Wells Fargo Advisors April 2015 - Present
Skills
Editing, Proofreading, PowerPoint, Microsoft Excel, Public Speaking, Microsoft Word, Outlook, Communication, Customer Service, WordPress, Invoicing, Online Publishing, Social Media
Education
University of Missouri - St. Louis 2011 — 2013
Bachelor of Arts (B.A.), Communication
St. Louis Community College 2008 — 2011
AA, General Transfer Studies
Kirkwood High School 2004 — 2008
High School Diploma
Wells Fargo Advisors September 2008 - Present
Wells Fargo Advisors 2006 - 2007
Skills
Retirement Planning, Retirement, Insurance, Investment Strategies, Foreign Investment, Investment Portfolio..., Alternative Investments, Financial Analysis, Investments, Risk Management, Donor Advised Funds, Charitable Planning, Cross Border Planning, Marketing, Team Building
Education
St. Edward's University 2004 — 2008
Spanish/International Business, Business and Latin Cultural Studies
Guaranteed Rate March 2014 - September 2014
Wells Fargo Advisors July 2010 - March 2014
Financial Partners Group / New England Securities March 2010 - July 2010
JP Morgan March 2009 - March 2010
Hurlow Wealth Management Group January 2008 - March 2009
Morgan Stanley April 2003 - November 2007
Fifth Third Bank July 2003 - April 2004
Prudential Bank & Trust March 2001 - July 2003
iProperty.com June 2000 - December 2000
Merrill Lynch October 1993 - June 2000
Skills
Investments, Portfolio Management, Banking, Strategic Financial..., Financial Services, Financial Analysis, Finance, Mortgage Lending, Credit, Loans, Business Development, Investment Banking, Series 7, Private Banking, Analysis, Wealth Management, Mutual Funds, Securities, Financial Planning
Education
St. Petersburg College 1981 — 1984
AA
Isagenix August 2015 - Present
Wells Fargo Advisors September 2012 - July 2015
Edward Jones June 2009 - July 2012
Skills
Network Marketing..., Motivational Speaking, Team Building, Entrepreneurship, Public Speaking, Strategic Planning, Leadership, Management, Event Planning, Social Media, Small Business, Social Networking, Training
Education
State University of New York College at Buffalo 1994 — 1997
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Wells Fargo Advisors July 2011 - Present
Education
University of North Carolina at Charlotte
State University of New York at Buffalo - School of Medicine & Biomedical Sciences 1993 — 1998
BS, Clinical Laboratory Science
Wells Fargo Advisors February 1998 - Present
Rockland Country Day School May 2015 - May 2015
Citibank February 1989 - January 1998
Skills
Investments, Mutual Funds, Finance, Retirement, Retirement Planning, Asset Allocation, Asset Management, Equities, Fixed Income, Investment Management, Bonds, Commercial Lending, Financial Modeling, 401k, High Net Worth..., IRAs, Wealth, ETFs, Cross Selling, Separately Managed..., Variable Annuities, 401k Rollovers, Equity Trading, Wealth Accumulation, Executive Management, Long-term Care, Structured Products, Life, Wealth Management...
Education
State University of New York - System
Business Administration and Management, General
Jack Cooper Logistics, LLC October 2014 - Present
Wells Fargo Securities 2011 - 2014
Wells Fargo Advisors 2009 - 2011
Skills
Microsoft Office, Management, Project Management, Logistics, Account Management, Team Building, Negotiation, Operations Management, Process Improvement, Microsoft Excel, Transportation..., Customer Service, Supply Chain Management, Shipping, Inventory Management, Supply Chain, Transportation, Office Management, Huam Resorces, Recuriting
Education
Strayer University 2013 — 2015
Master of Business Administration (M.B.A.), Human Resources Management and Services, 3.9
St. John's University
Bachelor’s Degree, Physiology, General
FALKON VENTURES May 2015 - Present
Wells Fargo Advisors December 2011 - January 2014
Wells Fargo April 2010 - December 2011
UPS May 2006 - February 2010
Skills
Digital Marketing, Digital Media, Digital Strategy, Social Media, Financial Services, Search Engine..., Sales, Marketing Strategy, Marketing Communications, Analytics, Spanish, Microsoft Excel, SEO, Leadership, Management
Education
St. Edward's University 2014 — 2016
Master of Business Administration (MBA), Digital media management, GPA 4.0
Augsburg College
Bachelor of Arts (B.A.), Business, Management and Marketing, GPA 3.42
SUNY Geneseo February 2013 - Present
PurpleSun Inc. May 2015 - August 2015
Nissequogue Country Club July 2013 - August 2014
Wells Fargo Advisors May 2014 - July 2014
Randy Altschuler for Congress June 2012 - August 2012
Skills
Public Speaking, Leadership, Teamwork, PowerPoint, Data Entry, Time Management, Social Networking, Political Campaigns, Finance, Research, Inside Sales, Microsoft Word, Client Development, Financial Analysis, Development Economics, International Political...
Education
SUNY Geneseo 2012 — 2015
Bachelor of Arts (B.A.), Economics; Finance Concentration
Smithtown High School West 2008 — 2012
Bandura Games January 2014 - Present
The Peres Center for Peace June 2014 - September 2014
The Avascent Group August 2011 - January 2014
Center for Advanced Defense Studies June 2010 - September 2010
U.S. House of Representatives March 2010 - June 2010
Wells Fargo Advisors June 2007 - September 2009
Mark Kirk for Congress Campaign June 2006 - September 2006
Skills
International Relations, Policy Analysis, Government, Management Consulting, Defense, Economics, Politics, Analysis, Data Analysis, Public Policy, Management, Policy, Strategy, Foreign Policy
Education
Stanford University 2007 — 2011
BA, Public Policy
Wells Fargo February 2014 - August 2015
Wells Fargo January 2012 - February 2014
Wells Fargo Advisors May 2008 - December 2011
Citi July 2007 - May 2008
Rob Apple, Inc May 2001 - June 2007
Solomon Grey Financial December 1999 - April 2001
Apple Financial Services, Inc October 1996 - December 1999
Raymond James Financial, Inc. July 1989 - October 1996
Raymond James Financial, Inc. February 1988 - June 1989
Skills
Risk Management, Brokerage, Financial Services, Financial Risk, Operational Risk, Internal Audit, Financial Analysis, Banking, Finance, Auditing, Control mapping, Risk Self Assessments, Control Testing, Privacy Compliance, Compliance Program..., Operational Risk..., Mentoring, SOX 404, FINRA CEO Certification, Management, Microsoft Office, Customer Service, Strategic Planning, Microsoft Excel, Project Management, Change Management, Accounting, Microsoft Word, Team Building, PowerPoint, Leadership, Business Analysis, Basel, Financial Reporting, Negotiation, Public Speaking, Research, Training, Business Process..., Teamwork, Coaching, Program Management, Risk Assessment, Process Improvement, Analysis, Team Leadership, Internal Controls, Time Management, Outlook, Forecasting
Education
University of Tampa 1998 — 1999
Bachelor’s Degree, Accounting
University of South Florida 1986 — 1989
Accounting, Economics, and Finance
St. Petersburg College 1982 — 1986
Associate’s Degree, Accounting and Finance
Wells Fargo Advisors June 2015 - Present
Hertz May 2014 - January 2015
Krieger's Sports Grill August 2013 - December 2014
Boval Inc. January 2005 - December 2014
Education
Webster University 2012 — 2013
Master of Business Administration (MBA)
Webster University 2008 — 2010
Bachelor of Science (B.S.), Business Administration
St. Louis Community College 2005 — 2008
Associate of Arts (A.A.), General Transfer Studies / Business Administration
Wells Fargo Advisors March 2015 - Present
J.P. Morgan 2010 - 2015
Skills
Investments, Mutual Funds, Portfolio Management, Financial Services, Financial Analysis, Risk Management, Securities, Wealth Management, Finance, Strategic Planning
Education
Stockton University
Bachelor's degree
Kaplan University February 2014 - Present
Wells Fargo 2010 - 2012
Wells Fargo Advisors April 2008 - November 2010
Celltel Cellular, Inc January 1994 - January 2008
Skills
Sales, Management, Budgets, New Business Development, Business Strategy, Investments, Human Resources, Account Management, Marketing Strategy, Strategic Planning, Finance, Team Leadership, Direct Sales, Advertising, Marketing, B2B, Online Marketing, Time Management, Insurance, Team Building, Sales Process, SEO, Social Media Marketing, Leadership, Customer Retention, Disability Insurance, Business Development, Customer Satisfaction, Banking, Negotiation, Selling, Strategy, Sales Management, Training, Small Business, Customer Service
Education
State University of New York College at Plattsburgh
BA, Psychology
Leadership Seminole Graduate 1996 — 1997
Aclara September 2011 - Present
Wells Fargo Advisors December 2010 - September 2011
Wells Fargo Advisors March 2010 - December 2010
Express Scripts May 2009 - February 2010
IntraISP September 2008 - March 2009
AT&T June 2000 - September 2008
Skills
Quality Center, SDLC, Software Quality..., Waterfall, Testing, User Acceptance Testing, Quality Assurance, Test Planning, Requirements Analysis, Test Cases, Regression Testing, Agile Methodologies, Defect Tracking, System Testing, Manual Testing, Software Documentation, Test Management, SQL, SharePoint, Process Improvement, Requirements Gathering, Integration Testing, ClearQuest, Test Strategy, Functional Testing, Mainframe, MS Project, Business Analysis, Databases, Test Execution, Business Requirements, Integration, HP Quality Center
Education
St. Louis Community College
Business
St. Louis Community College
Tanglewood Wealth Management October 2014 - Present
FCA Corp April 2014 - October 2014
FCA Corp July 2011 - October 2014
Wells Fargo Advisors January 2011 - May 2011
SFASU School of Music August 2009 - May 2011
Skills
Investments, Personal Financial..., Tax Preparation, Tax Accounting, eMoney Advisor
Education
Stephen F. Austin State University 2007 — 2011
B.B.A., Finance
K2 Partnering Solutions October 2014 - Present
San Francisco 49ers 2013 - 2014
Stanford University 2008 - 2013
Common Sense Media April 2012 - August 2012
Wells Fargo Advisors June 2011 - August 2011
Skills
Non-profits, Public Speaking, Social Media, Facebook, PowerPoint, Event Planning, Blogging, Research, Microsoft Excel, Microsoft Office, Social Media Marketing, Public Relations, Time Management, Market Research, Data Analysis, Nonprofits, Leadership, Sales, Microsoft Word, Recruiting
Education
Stanford University 2008 — 2013
Bachelor of Arts (B.A.), Human Biology
Wells Fargo Advisors June 2014 - Present
Banfield Pet Hospital September 2011 - June 2014
Webster University Student Government Association October 2013 - May 2014
Webster University Career Services May 2013 - May 2014
Webster University Career Services March 2013 - May 2013
Webster University Counseling and Life Development Center October 2012 - May 2013
Webster University Darkroom January 2012 - May 2013
Saint Louis University Annual Giving Program January 2011 - May 2011
Mizzou Tiger Calling Club October 2009 - December 2009
St. Louis University High School 2007 - 2008
Skills
Public Speaking, Management, Leadership, Retirement Planning, Strategic Financial..., Critical Thinking, Training, Financial Analysis, Investment Strategies, Mutual Funds, Asset Allocation, Portfolio Risk, IRAs, Brokerage, Strategic Portfolio..., Creative Problem Solving, Goal Setting, Time Management
Education
Webster University 2013 — 2015
Master’s Degree, Management
Webster University 2012 — 2013
Bachelor of Arts (B.A.), Speech Communications
St. Louis Community College 2011 — 2011
Associate of Arts (A.A.), Advertising and Public Relations, 3.8
Aequitas Capital Partners October 2014 - Present
TA Capital, LLC November 2013 - October 2014
Washington Wealth Management July 2011 - June 2013
Wells Fargo Advisors, LLC December 2005 - July 2011
•Wells Fargo Advisors, LLC December 2005 - July 2011
Wells Fargo Advisors December 2005 - July 2011
DWS Investments June 2004 - December 2005
2004-2005 June 2004 - December 2005
PLANCO April 2002 - June 2004
The Hartford April 2002 - June 2004
Skills
Mutual Funds, 401k, Alternative Investments, Asset Allocation, Asset Management, Business Development, Estate Planning, Finance, Investments, Asset Managment, Financial Advisory, Financial Services, Fixed Annuities, Investment Advisory, Leadership, Management, Retirement Planning, Securities
Education
University of Richmond 1993 — 1994
MA, Sports Management
University of Richmond 1993 — 1994
MA, Sports Management
St. Lawrence University 1981 — 1985
BS, Psychology
St. Lawrence University 1981 — 1985
BA, Psychology/Finance
Woodberry Forest School
High School diploma
Wells Fargo Advisors November 2013 - Present
Wells Fargo January 2011 - November 2013
Wells Fargo Advisors August 2007 - December 2010
Bank of America May 2006 - August 2007
Europa Sports Products February 2006 - May 2006
Weyerhaeuser March 2005 - February 2006
Weyerhaeuser October 2004 - March 2005
Weyerhaeuser February 2001 - October 2004
Skills
Security, SDLC, SharePoint, Visio, Business Analysis, Process Improvement, Enterprise Architecture, Software Documentation, Integration, Active Directory, Troubleshooting, Technology Management, IT Service Management, Requirements Gathering, Vendor Management, IT Management, Servers, Data Center
Education
State University of New York College at Oneonta 1997 — 2000
History, Education
Syracuse University 1996 — 1997
History
Stryker Orthopaedics March 2011 - Present
Stryker Orthopaedics July 2010 - March 2011
Wells Fargo Advisors June 2009 - August 2009
Corley Investment Group June 2008 - August 2008
Skills
Medical Devices, Product Launch, Disposables, Product Management, Sales, Sales Operations, Strategic Planning, Public Speaking, Cross-functional Team..., Surgeons
Education
Stanford University 2006 — 2010
BS, Management Science & Engineering
Wells Fargo Advisors April 2011 - Present
Morgan Stanley Smith Barney January 2001 - April 2011
Cantor Fitzgerald January 1995 - 2001
Education
State University of New York at Buffalo - School of Management 1992 — 1995
Bachelor of Science, Finance
Wells Fargo August 2015 - Present
St. John Vianney High School April 2014 - July 2015
Wells Fargo Advisors September 2013 - April 2014
Wells Fargo September 2005 - September 2013
A.G. Edwards August 2002 - September 2005
A.G. Edwards and Sons, Inc. March 1999 - August 2002
Skills
•Hardware & Software..., •Leadership skills,..., •Strong Communication..., SharePoint, Active Directory, Servers, Technical Support, Windows XP, Windows 7, Networking, Windows Server, Hardware, Troubleshooting, VMware, Security, Vendor Management
Education
St. Louis Community College 1999 — 2002
Technical Certification, Computer Systems Networking and Telecommunications
Wells Fargo Advisors 2004 - Present
Morgan Stanley 1994 - 2004
Skills
Investment Strategies, Financial Advisory, Equity Trading, Tax-Efficient Strategies, Retirement Planning, Estate Planning..., Investments, Equities, Finance, Fixed Income, Securities, Alternative Investments, Financial Services
Education
NYU Polytechnic School of Engineering 1983 — 1985
Bachelor of Science (BS), Chemical Engineering
St. John's University 1980 — 1985
Bachelor of Science (BS), Mathematical Physics
Wells Fargo Advisors February 2010 - Present
Citigroup Global Markets November 1991 - February 2010
Education
St. John's University 1989 — 1991
Master's of Business Administration, Finance
Wells Fargo Home Mortgage September 2013 - Present
Wells Fargo Home Mortgage October 2012 - Present
VALERE, LLC March 2012 - October 2012
Wells Fargo Advisors April 2010 - March 2012
hiSoft U.S. IT Services July 2009 - March 2012
Best Buy 2012 - 2012
Bank of America 2007 - 2009
Ingersoll-Rand 2005 - 2007
Coca-Cola Enterprises February 2003 - August 2005
Accenture September 1996 - February 2003
Skills
Business Change..., Program Management, Organizational Learning, Change Management, Management Consulting, Visio
Education
Stanford University 1992 — 1996
Bachelors, Human Biology
PMI Prep
Magellan Health Services December 2012 - Present
Magellan Health Services August 2012 - December 2012
Wells Fargo Advisors February 2012 - August 2012
Biomedical Systems May 2011 - January 2012
Bradford & Galt October 2009 - January 2012
Wells Fargo Advisors, LLC October 2009 - April 2011
Amdocs September 1997 - December 2008
First Data Resources August 1994 - September 1997
Credit Systems Incorporated August 1990 - August 1994
Reliable Life Insurance July 1987 - August 1990
Skills
Testing, Data Conversion, Programming, Technical Analysis, Root Cause Analysis, SQL, SharePoint, SDLC, Visio, COBOL, Oracle, Business Analysis, DB2, Microsoft SQL Server, PL/SQL
Education
University of Missouri-Rolla 1985 — 1987
BS, Computer Science (M), Math (m)
St. Louis Community College 1983 — 1985
Computer Science
Eureka
Wells Fargo Advisors January 2014 - Present
Scottrade September 2011 - January 2014
Wells Fargo Advisors (Modis) March 2010 - August 2011
A.G. Edwards & Sons, Inc. December 2004 - August 2009
A.G. Edwards & Sons/Wachovia Securities/Wells Fargo Advisors September 1999 - August 2009
A.G. Edwards & Sons, Inc. September 2000 - December 2004
A.G. Edwards & Sons, Inc. September 1999 - August 2000
Anheuser-Busch (Data Management Consultants Inc.) November 1998 - September 1999
A.G. Edwards & Sons, Inc. May 1997 - November 1998
Circuit Executives Office US Court of Appeals 8th Cir October 1996 - April 1997
Education
Webster University 1989 — 1992
Bachelor, Computer Studies
St. Louis Community College 1981 — 1985
Associate's degree, Legal Assistant, Legal Secretary
NewsCred December 2014 - Present
iAcquire May 2014 - December 2014
iAcquire April 2013 - May 2014
iAcquire October 2011 - April 2013
Citi June 2011 - October 2011
Wells Fargo Advisors March 2010 - June 2011
Capital Path Securities, LLC April 2008 - June 2009
S.G. Martin Securities, LLC June 2006 - February 2008
Skills
Business Development, SEO, Entrepreneurship, Online Marketing, Public Speaking, Microsoft Office, Salesforce.com, Team Management
Education
Saint John's University - Peter J. Tobin College of Business
Bachelor of Science, Finance
Bethpage High School
Wells Fargo Advisors June 2014 - August 2014
Wells Fargo Advisors July 2012 - August 2012
Skills
Equity Research, Microsoft Office, Microsoft Word, Analysis, Data Analysis, Leadership, Public Speaking, Investments, Business Analysis, Teamwork
Education
Stetson University 2011 — 2015
Business Systems Analysis
Wells Fargo Advisors September 2013 - Present
Morgan Stanley May 2000 - September 2013
Skills
Asset Allocation, Investments, Mutual Funds, Retirement Planning, Alternative Investments, Financial Analysis, Equities, Securities, Retirement, Insurance, Financial Services, Risk Management, Customer Service
Education
State University of New York College at Oneonta 1996 — 2000
Bachelor's degree, Economics
Wells Fargo Advisors April 2011 - Present
Morgan Stanley Smith Barney January 1988 - April 2011
Education
Saint Lawrence University 1977 — 1978
M.Ed., Education in Counseling
St. Lawrence University 1972 — 1976
B.S., Economics
Belk May 2015 - Present
Wells Fargo July 2014 - May 2015
TIAA-CREF April 2011 - May 2014
Wells Fargo Advisors September 2009 - April 2011
Ally Financial Inc. June 2008 - June 2009
Wachovia January 2007 - January 2008
GE Capital January 2006 - December 2006
UBS 1995 - 2005
Skills
Vendor Management, Program Management, Relationship Management, Six Sigma, CMM, Emerging Technologies, SDLC, PMO, Project Portfolio..., PMP, Business Requirements, Resource Management, Financial Services, Virtual Teams, Waterfall, Integration, Project Management, Risk Management, Analysis, Strategy
Education
Susquehanna University 1991 — 1995
B.S., Finance
St. Peter's Prep 1987 — 1991
Diploma, Finance
Stevens Institute of Technology
Master of Science (M.S.), Management Information Systems, General, Not Completed
BenardoIII 2015 - Present
Wells Fargo Advisors September 2008 - 2011
RE/MAX & Weichert Realtors 2004 - 2008
Empire Corporate FCU 1993 - 2004
Self & Dean Witter Reynolds 1990 - 1993
Northwestern Mutual/RW Baird & Co, Inc 1985 - 1990
Skills
Investments, Banking, Budgets, Series 7, Team Building, Securities, Financial Advisory, Strategic Planning, Credit, Business Planning, Risk Management, Investment Management, Insurance, Financial Services, Fixed Income, Business Strategy, Loans, Finance, Wealth Management, Portfolio Management, Mergers, Customer Service, Financial Analysis, Strategic Financial..., Relationship Management
Education
State University of New York
BS, Marketing
State University of New York College at Plattsburgh
Bachelor’s Degree, Marketing/Economics
State University of New York College at Plattsburgh
Marketing/Economics
Private Advisors, LLC July 2015 - Present
RBC Wealth Management May 2014 - September 2014
Glyn's Marine May 2012 - August 2013
Maryland Flag Belts November 2011 - November 2012
Wells Fargo Advisors March 2011 - April 2011
Barrington Yacht Club July 2008 - April 2011
Skills
Bloomberg Terminal, Analysis, Financial Analysis, Management, Selling, Purchasing, Microsoft Word, Investments, Sales, Finance
Education
University of Richmond 2012 — 2015
Bachelor of Business Administration (BBA), Finance, Junior
St. Mary's College of Maryland 2011 — 2012
Economics
Barrington High School 2007 — 2011
Wells Fargo Advisors December 2013 - Present
Central Parking System August 2006 - December 2013
Vertical Alliance August 2004 - August 2006
Aegis Communications August 2000 - August 2004
Motorola 1990 - 1997
Skills
ASP.NET, C#, ASP.NET MVC, Enterprise Architecture, Distributed..., Interface Design &..., Web Services, Software Development..., AJAX, Photoshop, Visual Studio, .NET, Windows, IIS, SQL, Microsoft SQL Server, T-SQL, CSS, Software Development, .Net Architecture, Web Application Design..., Git Version Control, SDLC, Responsive Web..., jQuery, WCF Services, JSON, OOP
Education
Stephen F. Austin State University 1980 — 1981
Computer Science
Stearns Weaver Miller Weissler Alhadeff & Sitterson, P.A. January 2015 - Present
Berger Singerman May 2014 - July 2014
Wells Fargo Advisors September 2012 - August 2013
Skills
Westlaw, Corporate Communications, Social Media, PowerPoint, Microsoft Office, Public Speaking, Microsoft Excel, Research, Social Networking, Event Planning, Microsoft Word, Social Media Marketing
Education
St. Thomas University School of Law 2013 — 2016
Law
University of Miami 2008 — 2011
Bachelor of Science (B.S.), Political Science and Government
The George Washington University - School of Business 2007 — 2008
Finance, General
Wells Fargo Advisors May 2009 - Present
Meridian Capital Partners, LLC February 2005 - May 2009
J.P. Morgan June 2002 - January 2005
Arthur Andersen & Co. January 2000 - June 2002
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Oracle SQL Developer
Education
State University of New York College at Plattsburgh
Bachelor’s Degree, Economics/Finance
Energizer September 2014 - July 2015
Wells Fargo Advisors December 2012 - July 2014
Reinsurance Group of America July 2012 - December 2012
TIAA-CREF through Aerotek April 2011 - July 2012
Wells Fargo Advisors June 2010 - April 2011
Go Networks February 2009 - April 2010
Wells Fargo Advisors March 2009 - December 2009
Staffing Solutions, Inc. June 2006 - January 2009
Flower Valley Quilting Guild 2006 - 2008
Bank of America June 2005 - October 2005
Skills
Project Management, Process Improvement, Team Building, SharePoint, Business Analysis, Software Documentation, Change Management, Strategic Planning, Employee Relations, Human Resources, Microsoft Office, Customer Service, Management, Leadership, Training, Program Management, Access
Education
St. Louis Community College
Paralegal
St. Louis Community College 1986 — 1990
Certificate - Data/Telecommunications
New Horizons
Wells Fargo Advisors December 2000 - Present
American Family Fitness January 2014 - July 2014
Richmond Urban League Young Professionals 2008 - 2009
The Children's Place January 2008 - October 2008
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Public Speaking, Social Media, English, Accounting, HTML, Leadership, Event Planning, Team Building, Process Improvement, Community Outreach, Strategic Planning, Policy, Project Management, Management, Nonprofits, Teaching, Coaching, Analysis, Leadership Development, Program Management, Banking, Fundraising, Team Leadership, Budgets, Strategy, Change Management, Business Analysis, Program Development, Financial Services, Risk Management, Marketing, Problem Solving, Event Management, Communication, Portfolio Management, Financial Modeling, Marketing Strategy, Accounts Receivable, Time Management
Education
State University of New York at Stony Brook 1996 — 2000
Bachelor of Science (BS), Psychology
Wells Fargo Advisors May 2000 - Present
Fleet Bank January 1994 - May 2000
Skills
Investments, Mutual Funds, Finance, Insurance, Retirement, Retirement Planning, Series 7, Wealth Management, Credit, Portfolio Management, Securities, Asset Allocation, Financial Advisory
Education
St. John's University 1988 — 1991
Bachelor of Science (BS), Business Administration and Management, General
Wells Fargo Advisors 2009 - Present
Wells Fargo Advisors, LLC 2008 - Present
Wachovia Securities May 2007 - Present
A.G. Edwards & Sons, Inc. June 1984 - May 2007
Education
Barrington University 2000 — 2002
BS, Management Information Systems
St. Louis Community College 1981 — 1983
AAS, Data Processing
University of Missouri-Saint Louis
Wells Fargo Advisors October 2013 - Present
Wells Fargo Advisors, LLC October 2013 - Present
Skills
Fixed Income, Risk Management
Education
Saint John's University - Peter J. Tobin College of Business 1989 — 1992
Finance
Wells Fargo Advisors July 2014 - Present
U.S. Bank June 2013 - May 2014
Target Financial and Retail Services August 2011 - June 2013
Target January 2011 - August 2011
Wells Fargo December 2009 - January 2011
Target Financial May 2008 - January 2009
Wells Fargo Home Mortgage March 2007 - August 2007
Eaton Manufacturing July 2006 - November 2006
UnitedHealth Group June 2001 - May 2003
Prime Therapeutics 1996 - 2001
Skills
Project Management, Project coordination, Vendor management, Vendor compliance, transformational life..., PMO, Project Coordination, Vendor Management, Cross-functional Team..., Leadership, Business Analysis, SDLC
Education
St. Mary's University 2003 — 2006
Human Development, specialty in Life Coaching
University of Minnesota-Twin Cities
BA, Mathematics
Wells Fargo Advisors April 2013 - Present
Wells Fargo Advisors June 2005 - Present
Wachovia Securities 2005 - July 2010
A.G. Edwards & Sons, Inc. 2000 - 2004
Education
St. Louis Community College 2006 — 2009
Graphic Design
Multi-Funds 2010 - Present
Wells Fargo Advisors 2008 - 2010
Clark Capital Management Group 2007 - 2008
LEGG MASON INC. (Formerly Salomon Brothers Asset Management) 2003 - 2007
Phoenix Investment Partners 2000 - 2003
OppenheimerFunds 1998 - 2000
State Street Research 1996 - 1998
Keystone Mutual Funds June 1989 - October 1996
Fidelity Investments 1986 - 1989
Skills
Separately Managed..., Series 7, Wealth Management, Financial Advisory, Business Planning, CRM, Investment Strategies, Financial Analysis, Series 63, Mutual Funds, Asset Managment, Marketing, Sales Operations, Alternative Investments, Investment Advisory, Series 65, Asset Allocation, Asset Management, Retirement Planning, Securities, ETFs, Series 24, Uniform Combined State..., Retirement, Investments
Education
St. Lawrence University 1975 — 1979
BA, French
Wells Fargo Advisors February 1987 - Present
Skills
Securities, Series 63, Series 7, Mutual Funds, FINRA, Investments
Education
Saint John Fisher College 1975 — 1979
Bachelor of Science, Accounting
Briarwood and dake
Dake and Irondequoit High School
Wells Fargo Advisors February 2008 - Present
Education
State University of New York College at Oswego
B.S.
Wells Fargo Advisors April 2014 - Present
Capital One February 2013 - December 2013
Collabera / Capitol One September 2012 - December 2012
Beachbody 2011 - 2012
Wells Fargo Advisors July 2010 - December 2011
Wachovia Securities January 1997 - March 2009
Skills
Account Reconciliation, Risk Management, SOX, SDLC, Business Analysis, Securities, Sarbanes-Oxley Act, Management, Operations Management, Budgets, Financial Risk, Process Improvement, Project Management, Quality Assurance
Education
State College of Florida-Manatee-Sarasota
Wells Fargo Private Bank March 2014 - Present
Wells Fargo Bank November 2011 - March 2014
Wells Fargo Advisors November 2011 - March 2014
Wells Fargo Bank January 2010 - November 2011
Wachovia, A Wells Fargo Company October 2007 - January 2010
Wachovia, A Wells Fargo Company May 2006 - October 2007
AIG June 2005 - May 2006
Skills
Series 7, Series 63, Retirement Planning, Investments, Wealth Management, Loans, Private Banking, Small Business Lending, Banking, Retirement, Credit, Mutual Funds, Commercial Lending, Portfolio Management, Finance, Mortgage Lending, Securities, Credit Analysis, Financial Services, Strategic Financial..., Commercial Banking, Asset Allocation, Relationship Management, Asset Management, Equities, Fixed Income, Financial Analysis, Risk Management, Consumer Lending, Estate Planning, Insurance, Loan Origination, Customer Service, Lines Of Credit, Investment Advisory, Mortgage Banking, Financial Advisory, Underwriting, Credit Risk, Cash Management
Education
Stetson University 2001 — 2005
B.B.A., Business
Avon Old Farms School 1997 — 2001
Wells Fargo The Private Bank January 2012 - Present
Brokerage Financial Services October 2011 - Present
Wells Fargo Advisors June 2010 - October 2011
Wells Fargo Investments October 2000 - June 2011
Wells Fargo Investments February 2000 - October 2000
Wells Fargo Investments May 1998 - February 2000
Skills
Risk Management, Training, Employee Training, Management, Mutual Funds, Software Documentation, Financial Services, Team Building, Project Management, Coaching, Trading, Equities, Fixed Income, Relationship Management, Series 24, Series 63, Series 7, FINRA, Retirement Planning, Asset Managment, Investments
Education
Saint Cloud State University - G.R. Herberger College of Business 1986 — 1989
b.s., finance
University of Minnesota-Morris 1984 — 1986
Bachelor of Science (B.S.), Finance
Ameriprise Financial Services, Inc. November 2013 - Present
Wells Fargo November 2012 - November 2013
Wells Fargo Advisors May 2011 - November 2012
Wells Fargo Advisors September 2007 - May 2011
Wells Fargo Advisors January 2005 - September 2007
Strong Investments July 2000 - December 2004
Skills
Financial Services, Risk Management, Mutual Funds, Customer Service, Securities, Microsoft Office, Series 63, Investments, Brokerage, Call Center, Retirement Planning, Fixed Income, Equities, Credit, Compliance, Process Improvement, Banking, Employee Stock Options, 401k, Microsoft Excel, Series 24, Series 7, series 9/10, Managerial Finance, Branch Management, Acquisition Integration, Training Facilitation, Fixed Annuities, Thompson One BETA, Asset Management, Call Centers, FINRA, Insurance, Relationship Management, Wealth Management
Education
University of Wisconsin-Milwaukee 1998 — 2000
M.A., Communications
St. Cloud State University 1993 — 1996
B.A., Communication Studies
Benoit and Associates Inc. / Cool Creek Solutions 2014 - Present
ASUREA April 2008 - May 2014
Kelley & Swain, Inc. June 2005 - February 2010
Pan-American Life Insurance Company 2000 - 2004
Wells Fargo Advisors 1995 - 2000
Skills
Cross-functional Team..., Health Insurance, Marketing Communications, Cafeteria Plans, Cross Selling, Employee Benefits, Product Development, Disability Insurance, Vendor Management, Entrepreneurship, Insurance, Term Life Insurance, Long-term Care, Life Insurance, Sales, Team Building, New Business Development, Accident Insurance, Critical Illness, Smoking BBQ, Risk Management, Brokers, Health Savings Accounts, Fixed Annuities, Sales Management, Whole Life, Accident, Strategy, Long Term Care Insurance, Dentistry, Medicare, Retirement, Underwriting, 401k, COBRA, Retirement Planning, Universal Life, Voluntary Employee..., Group Insurance, Commercial Insurance, Mergers, Group Medical, Workers Compensation, Financial Planners, Insurance Brokerage, Property & Casualty..., IRAs, Claim, Professional Liability, General Insurance
Education
State University of New York College at Brockport
Benjamin F. Edwards & Co. November 2010 - January 2014
Intuitive Technologies, INC January 1999 - 2011
Wells Fargo Advisors September 2003 - October 2010
Chicago Board of Trade July 1988 - May 2003
Skills
Series 7, Investments, Securities, Equities, Portfolio Management, Asset Managment, FINRA, Alternative Investments, Wealth Management, Series 63, Trading, Options, Hedge Funds, Commodity, Retirement Planning, Electronic Trading, Trading Systems, Investment Advisory, Fixed Income
Education
Syracuse University 1985 — 1988
BA, English
St. Olaf College 1983 — 1984
Wells Fargo Advisors December 1999 - Present
Education
St. Joseph's College
BA, Human Relations
Wells Fargo Advisors April 2010 - Present
OceanFirst Bank 2009 - 2010
Countrywide Home Loans 2006 - 2008
GMAC Mortgage 2004 - 2006
Galaxy Mortgge 1991 - 2004
Skills
Lines Of Credit, Mortgage Lending, Loans, Construction Loans, Mortgage Banking, Loan Origination, Refinance, FHA, Residential Mortgages, USDA, VA loans, FHA financing, Underwriting
Education
St. Thomas University 1977 — 1980
B.A., Economics/English
Wells Fargo Advisors 2013 - Present
Tacony Corporation December 2005 - March 2013
RiverCity Internet Group September 2004 - October 2005
Full Circle Solutions March 2003 - September 2005
Skills
Video Editing, Photoshop, Illustrator, After Effects, Graphic Design, CSS, JavaScript, User Interface Design, Web Design, Wordpress, Web Development, Wireframes, Video Post-Production, Video Production, Compressor, Video Compression, Motion Graphics, Logo Design, Typography, Mac OS X, Help Desk Management, HTML5, Final Cut Pro, Multimedia, HTML, Video, HTML + CSS, Github, Git, User Experience, Usability, Website Development, Usability Testing, WordPress, E-commerce, Web Project Management, Art Direction, Front-end, Mac, Magento, User Interface, Adobe Creative Suite, HTML 5
Education
St. Louis Community College 2001 — 2003
AFA, Graphic Design & Communications
Venture Commercial Capital Advisors, LLC August 2013 - Present
Wells Fargo Advisors June 2010 - August 2013
Pinnacle Investments 2008 - 2010
Keller Williams Realty 2007 - 2008
Ryan Homes 2005 - 2006
HSBC Consumer Lending 2003 - 2005
Skills
Salesforce.com, Microsoft Excel, Investment Advisory, Mortgage Banking, Real Estate License, Series 7, Series 65, Series 63, Insurance, Property Management, security based lending
Education
State University of New York College at Buffalo 2000 — 2003
B.A., Psychology
Wells Fargo Advisors May 2014 - Present
M&T Bank December 2009 - May 2014
Skills
Banking, Retirement Planning, Series 7, Wealth Management, Mutual Funds, Series 63, Loans, Investments, Financial Analysis, Asset Allocation, Financial Planning, Risk Management, Risk Assessment, Long-term Care, Insurance, Financial Advisory
Education
Stanford University 1991 — 1995
Bachelor of Arts (B.A.), Economics
Stanford University 1991 — 1995
Bachelor's degree, Economics
Wells Fargo Advisors April 2010 - Present
Wells Fargo March 2003 - April 2010
Education
State University of New York College at Potsdam 1990 — 1994
Bachelor's Degree, Business / Economics
Charter Communications April 2011 - Present
Wells Fargo Advisors June 2010 - April 2011
Express Scripts June 2009 - December 2009
Mercy Health Plans July 2007 - October 2008
MasterCard December 2006 - July 2007
Mercy Health Plans March 2004 - December 2006
MasterCard June 2001 - March 2004
Convergys, Inc April 2000 - April 2001
Smurfit-Stone September 1999 - March 2000
Solutia, Inc. February 1998 - September 1999
Skills
Project Management
Education
SUNY Potsdam
Bachelor of Arts (BA), Computer Science
State University of New York College at Potsdam
BA, Computer Science
Wells Fargo Advisors April 2013 - Present
Velocitor Solutions April 2012 - April 2013
SunGard Higher Education May 2010 - March 2012
SunGard Higher Education October 2008 - May 2010
SunGard Higher Education August 2001 - September 2008
SunGard Higher Education October 2000 - July 2001
SunGard SCT January 2000 - October 2000
Systems and Computer Technology January 1997 - December 1999
Manning and Napier Advisors, Inc. March 1992 - December 1996
Skills
Testing, Software Development, Agile Methodologies, Project Management, Scrum, SDLC, Software Project..., Enterprise Architecture, Integration, Quality Assurance, Cross-functional Team..., Management, Software Engineering, Agile Project Management, PMP
Education
State University of New York College at Fredonia 1988 — 1992
BS, Computer Science/Business Administration
Wells Fargo Advisors August 1991 - Present
Emerson Electronics & Space Corp January 1989 - August 1991
Monsanto Company January 1988 - January 1989
Skills
Web Services, C#, XML, Java, Sybase, Weblogic, JDBC, Visual Basic, Application Architecture, WCF, T-SQL, SOA
Education
St. Louis Community College 1986 — 1989
Associate Applied Science Degree, Data Processing
Wells Fargo Advisors October 2014 - Present
J.P. Morgan January 2013 - September 2014
Morgan Stanley Smith Barney January 2009 - December 2012
Smith Barney November 2004 - January 2009
HIP December 2003 - November 2004
HIP of Greater February 2003 - December 2003
CitiCapital September 2001 - February 2003
CitiCapital and Salomon Smith Barney January 2000 - January 2003
Salomon Smith February 2001 - September 2001
Skills
Compliance, Insurance, Securities, Series 7, Forensic Accounting
Education
Stony Brook University 1996 — 1999
BS, Applied Math & Statistics, Economics
State University of New York College of Agriculture and Technology at Morrisville 1988 — 1990
AS, Independent Studies
Bildersee
Brooklyn Technical HS
Murdock Consulting Services 2008 - Present
Wells Fargo Advisors March 2013 - September 2014
Federal Reserve Bank of St. Louis 2012 - 2013
ThomsonRueters 2010 - 2012
Wells Fargo 2008 - 2009
Edward Jones 2000 - 2007
EDS 1998 - 2000
Boeing 1996 - 1997
Texas Instruments 1992 - 1996
US Army Reserves/National Guard 1980 - 1994
Skills
SDLC, Business Analysis, Requirements Analysis, Data Warehousing, Requirements Gathering, Software Project..., User Acceptance Testing, Quality Center, Testing, SharePoint, Mainframe, Integration, System Testing, Agile Methodologies, Software Documentation, Process Improvement, Software Quality..., Systems Analysis, XML, Team Leadership, Change Management, Functional Requirements, Business Process..., Software Implementation, Waterfall, Test Management, MS Project, Perl, C/C++, Flex, Disaster Recovery, Quality Assurance, Business Requirements, Unix
Education
University of Central Missouri 1983 — 1984
BS, Electrical Electronics
State Fair Community College 1980 — 1982
AS, Electrical Electronics
Wells Fargo 2013 - Present
Wells Fargo Advisors 2009 - 2013
Wachovia Securities March 2004 - December 2008
UBS 1988 - 2004
Ruden McClosky October 1982 - December 1987
Education
University of Florida - Fredric G. Levin College of Law 1976 — 1978
J.D.
Stetson University 1971 — 1975
BA, Political Science, Spanish
Wells Fargo Advisors, LLC May 2012 - Present
Wells Fargo Advisors May 2007 - May 2012
AXA Advisors May 2005 - May 2007
Skills
Hold Series 7,66,9,10..., Hold MN Life&Health..., Securities, Series 7, Mutual Funds
Education
St. Cloud State University 2001 — 2005
BS, Entrepreneurship/Entrepreneurial Studies
Wells Fargo Advisors April 2010 - Present
DS Direct November 2004 - December 2009
DS Direct 2007 - 2009
Skills
Microsoft SQL Server, Databases
Education
St. Louis Community College 1993 — 1996
IT (computer programming)
Raymond James & Associates April 2015 - Present
Wells Fargo Advisors, LLC June 2005 - July 2014
Wells Fargo Advisors January 2004 - June 2005
Wheat First Union 1998 - 2002
Paine Webber 1991 - 1997
Paine Webber 1989 - 1991
Oppenehimer & Co January 1984 - February 1988
Skills
Branch Management, Financial Advisory, New Business Development, Wealth Preservation..., Investment Strategies, Retirement Planning, Asset Allocation, Investments, Financial Services, Asset Management, Financial Planning, Mutual Funds, Portfolio Management, Recruiting, Business Development, Team Building, Wealth Management
Education
State University of New York College at Buffalo 1977 — 1978
BS, Bachelor of Science
State University of New York College at Oswego 1974 — 1976
Biology/Biological Sciences, General
Terra Contracting Services, LLC April 2014 - Present
Lifespan July 2012 - November 2013
Curtis Screw Co LLC July 2008 - November 2010
Wells Fargo Advisors August 2007 - July 2008
NorthTowns Imaging November 2005 - August 2007
John Hall & Company June 1997 - September 2005
Education
State University of New York College at Buffalo
BS, Criminal Justice
Wells Fargo Advisors 2009 - Present
Skills
Investments, Retirement Planning, Alternative Investments, Investment Management, Asset Allocation
Education
St Mary's College of Maryland 1987 — 1990
St. Mary's College of Maryland
Mary Kay Inc. May 2012 - Present
Wells Fargo Advisors May 2011 - Present
V.O.W September 1996 - Present
Skills
Microsoft Office, Coaching, Customer Service, Microsoft Excel, Project Management, Public Speaking, Social Networking, Community Outreach, Call Centers, Event Planning, Leadership, Outlook, PowerPoint
Education
University of Phoenix 2013 — 2015
Business Administration and Management, General
St. Louis Community College 2001 — 2009
Wells Fargo Advisors February 2010 - Present
Wells Fargo Advisors August 2006 - January 2010
National Fuel Gas May 2005 - July 2006
Tronconi Segarra & Associates LLP November 1999 - April 2005
Skills
Internal Audit, Securities, Financial Reporting, Financial Services, Series 7, FINRA, Strategic Financial..., Sarbanes-Oxley Act, Series 63, Mutual Funds, Risk Management, Financial Analysis, Financial Risk, Investment Advisory
Education
University at Buffalo 1999 — 2001
Accounting
State University of New York College at Buffalo 1997 — 1998
Wells Fargo Advisors May 2011 - Present
Hope Montessori Academy June 2005 - May 2011
DirectBuy of St January 2007 - February 2008
Education
University of Missouri-Saint Louis 2009 — 2010
Bachelors, Finance
St. Louis Community College 2006 — 2008
Associates, Business
Wells Fargo Advisors November 2013 - Present
Wells Fargo Advisors, LLC August 2010 - November 2013
Wells Fargo Advisors March 2008 - August 2010
Education
SUNY New Paltz 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance
Wells Fargo Advisors April 2011 - Present
Wells Fargo Advisors 2008 - 2012
Wells Fargo Advisors October 2008 - April 2011
Allianz Life 2007 - 2007
N/A 1900 - 2000
Education
Stonehill College 1973 — 1977
BSBA, Accounting, 3.52
Wells Fargo March 2012 - Present
Wells Fargo Advisors March 2009 - March 2012
Wachovia January 2007 - March 2009
Skills
SDLC, Business Analysis, Requirements Analysis, Visio, Requirements Gathering, DB2, Banking, Software Project..., COBOL, SharePoint, MS Project, Mainframe, Xpediter, Abend-Aid, IDCAMS, CA-7/11, JCL, Fileaid, Panvalet, SPUFI, Teradata Data Warehouse, MicroStrategy Reporting, Microsoft Excel, CICS, Change Management, TSO, Microsoft Word, MVS, IMS DB/DC, Microsoft Office, VSAM, Project Management, XML, SQL, eztrieve, Outlook
Education
SUNY Oswego 1969 — 1972
Bachelor of Science (BS), Business Administration and Management, General, 2.9
SUNY Oswego 1968 — 1972
Bachelor of Science (BS), Economics
RR Donnelly January 2012 - Present
Wells Fargo Advisors November 2009 - October 2011
BICKFORD & ASSOCIATES January 2007 - January 2009
MICROSOFT LICENSING-KMS 2006 - 2007
SMITH BARNEY January 2004 - January 2005
Charles Schwab January 2002 - January 2004
Charles Schwab July 1999 - July 2002
Skills
Accounting, Analysis, Auditing, Finance, Financial Analysis, Financial Reporting, Forecasting, Management, Strategic Financial..., Credit, Investments, Accounts Payable, Financial Risk, Financial Statements, Financial Planning, Process Improvement, Microsoft Office, Customer Service, Banking, Project Management, Risk Management, Microsoft Word, Leadership
Education
St. Cloud State University
BES, International Relations/Finance
MultiView December 2013 - Present
Wells Fargo Advisors January 2013 - December 2013
Public Auto Brokers June 2009 - Present
Skills
Customer Service, Logistics, Operations Management, Inventory Management, Customer Satisfaction, Continuous Improvement, Microsoft Office, Microsoft Word, Microsoft Excel
Education
University of North Texas 2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing
St. Edward's University 2007 — 2009
Marketing
CenturyLink September 2009 - Present
CenturyLink September 2009 - Present
Sears Holdings Corporation October 2007 - July 2009
Sears October 2007 - July 2009
Wells Fargo Advisors October 2005 - March 2006
Wells Fargo Financial October 2005 - March 2006
Ultimate Electronics September 2004 - May 2005
Education
Stillman College 1999 — 2004
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Stillman College
B.A, Business Marketing
Wells Fargo Advisors 1981 - Present
Blue Ridge School District September 1979 - June 1981
Skills
Certified Financial...
Education
SUNY Oswego 1973 — 1977
Master of Science (MS), Counselor Education/School Counseling and Guidance Services
SUNY Oneonta 1971 — 1973
Bachelor of Arts (B.A.), Psychology
Wells Fargo Advisors September 2014 - Present
Wells Fargo Advisors, LLC December 2012 - September 2014
Wells Fargo Advisors, LLC August 2009 - December 2012
Morgan Stanley Smith Barney April 2006 - August 2009
Skills
Retirement Planning, 401k, Financial Services, Asset Allocation, Wealth Management..., Equities, Retirement, Financial Advisory, 401k Rollovers, Mutual Funds, Securities
Education
George Mason University - School of Management
Bachelor of Science (B.S.), Finance, General
St. John's University
Actuarial Science
Wells Fargo Advisors June 2009 - Present
A. G. Edwards & Sons June 1984 - June 2009
Skills
Previously Series 7...
Education
Barrington University
Management Information Systems
St. Louis Community College
Associate of Science (AS), Data Processing
St. Thomas Aquinas
University of Missouri-Saint Louis
Computer Science
Wells Fargo Advisors 2011 - Present
Wachovia Securities Financial Network 2008 - 2011
A.G. Edwards 1986 - 2008
Education
St. Louis Community College
General Studies
Webster University
Business Administration and Management, General
The Press of Atlantic City Media Group September 2013 - Present
Tomorrow's World Early Education Center 2012 - Present
Wells Fargo Advisors January 2005 - July 2012
SUN by the Sea February 2010 - May 2010
Skills
Events Coordination, Managing Database, Filing, Film Production, Film Editing, Creative Writing, Writing, Videography, Sports Management, Sports Writing, Microsoft Office, Video Editing, Sports statistician, Youth Mentoring, Managing Deadlines, Teamwork, Conflict Management, Administration, Highly motivated..., Planning & Organizing..., Coordinating Schedules, Experience Working with..., YouTube, Editorial, Interviews
Education
Thomas Edison State College 2008 — 2013
Bachelor of Arts (B.A.), Communications
Richard Stockton College of New Jersey 2012 — 2013
Wells Fargo Advisors January 2010 - Present
Skills
Financial Analysis, Finance
Education
Stanford University
Bachelor of Arts (B.A.), Public Policy
Wells Fargo Advisors September 2008 - Present
Skills
401k Rollovers, Asset Allocation, Financial Advisory, Investment Planning, Relationship Management, Retirement Planning, Wealth Preservation..., College Education..., Estate Investment...
Education
Saint Cloud State University - G.R. Herberger College of Business 2000 — 2005
Bachelor's degree, Finance, General
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Wells Fargo Advisors May 2010 - Present
Skills
Mutual Funds, Asset Allocation, Retirement Planning, Investments, Financial Services, Securities, Risk Management, Equities, Wealth Management
Education
State University of New York College at Geneseo 1986 — 1990
Bachelor's Degree, Psychology
Wells Fargo Advisors October 2014 - Present
Adaptive Wealth Management January 2013 - September 2014
Titan Global, LLC June 2012 - June 2014
Skills
PowerPoint, Security Operations, Social Skills, Microsoft Word, Microsoft Excel, Telephone Skills, Microsoft Office, People Skills, Filing, Volunteering, Time Management
Education
State University of New York College at Old Westbury 2012 — 2014
Psychology and Economics
University at Buffalo 2007 — 2011
Psychology