Wells Fargo Advisors

Industry: Subsidiary

Description

Wells Fargo Advisors is a subsidiary of Wells Fargo, located in St Louis, Missouri. It is the ninth largest brokerage firm in the United States as of August 17, 2017 with $490 billion retail client assets under management. Headquarters: St. Louis, Missouri, United States Number of employees: 15,000 Advisors Parent organization: Wells Fargo Founded: 4 September 2001 Total assets: 490 billion USD Subsidiaries: Wachovia Securities (Argentina) LLC (Buenos Aires Argentina),

Wells Fargo Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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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
Chris Krobisch Chris Krobisch Charlotte, North Carolina Area Details
Chris Krobisch's Wells Fargo Advisors Experience April 2015 - Present
Job Vice President Product Manager
Industry Financial Services
Experience
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

Kelley Russell Kelley Russell Dallas/Fort Worth Area Details
Kelley Russell's Wells Fargo Advisors Experience December 2011 - June 2014
Job Associate Project Manager at AT&T
Industry Telecommunications
Experience
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

Joseph Willoughby Joseph Willoughby Tampa/St. Petersburg, Florida Area Details
Joseph Willoughby's Wells Fargo Advisors Experience September 2010 - July 2011
Job J.D Candidate, Stetson University College of Law, Financial Analyst at Humana
Industry Insurance
Experience
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

Rick O'Neil Rick O'Neil Austin, Texas Details
Rick O'Neil's Wells Fargo Advisors Experience 2008 - Present
Job Strategy Consultant
Industry Financial Services
Experience
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

Leo Cruz Leo Cruz New York, New York Details
Leo Cruz's Wells Fargo Advisors Experience January 2012 - August 2012
Job Technical Systems Engineer at Myriad Tech Solutions
Industry Information Technology and Services
Experience
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

Mark A. Filardi Mark A. Filardi Plano, Texas Details
Mark A. Filardi's Wells Fargo Advisors Experience September 2007 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Travis J. Podolec Travis J. Podolec Greater New York City Area Details
Travis J. Podolec's Wells Fargo Advisors Experience March 2007 - September 2009
Job Business Banking Relationship Manager, AVP at Citizens Bank
Industry Banking
Experience
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

Alfred Gugliotta Alfred Gugliotta Charlotte, North Carolina Details
Alfred Gugliotta's Wells Fargo Advisors Experience February 2007 - August 2012
Job Financial Advisor at Raymond James Financial Services
Industry Investment Management
Experience
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

Jack Marino Jack Marino Pittsford, New York Details
Jack Marino's Wells Fargo Advisors Experience April 2009 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Dan Kerrigan, CFP® Dan Kerrigan, CFP® Valdosta, Georgia Details
Dan Kerrigan, CFP®'s Wells Fargo Advisors Experience January 2007 - July 2010
Job Kerrigan Davis Capital and Risk Management
Industry Financial Services
Experience
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

Danielle Rosenberg Danielle Rosenberg West Harrison, New York Details
Danielle Rosenberg's Wells Fargo Advisors Experience March 2015 - Present
Job Wells Fargo Advisors Cutler and Andrews Financial Group of Wells Fargo Advisors
Industry Financial Services
Experience
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

Lauren Bryan (MBA) Lauren Bryan (MBA) Greater Nashville Area Details
Lauren Bryan (MBA)'s Wells Fargo Advisors Experience January 2012 - April 2015
Job Internal Wholesaler at Curian
Industry Financial Services
Experience
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

Kristel Stevenson Kristel Stevenson Greater St. Louis Area Details
Kristel Stevenson's Wells Fargo Advisors Experience September 2014 - Present
Job Compliance Specialist
Industry Financial Services
Experience
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

Dave L. Spurrier, CFP® Dave L. Spurrier, CFP® Longview, Texas Area Details
Dave L. Spurrier, CFP®'s Wells Fargo Advisors Experience July 1994 - Present
Job Senior Vice President – Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Timothy Bragg, CFP® at Wells Fargo Advisors, LLC Timothy Bragg, CFP® at Wells Fargo Advisors, LLC New York, New York Details
Timothy Bragg, CFP® at Wells Fargo Advisors, LLC's Wells Fargo Advisors Experience February 2009 - Present
Job Senior Vice PresidentInvestment Officer
Industry Financial Services
Experience
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

Ali Kibler Ali Kibler Saint Louis, Missouri Details
Ali Kibler's Wells Fargo Advisors Experience July 2013 - Present
Job Security Operations Specialist
Industry Financial Services
Experience
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

Louis Pietig Louis Pietig Westport, Connecticut Details
Louis Pietig's Wells Fargo Advisors Experience 2010 - 2011
Job Director of Business Intelligence Utilities at GDS International
Industry Financial Services
Experience
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

J Mock J Mock Charlotte, North Carolina Details
J Mock's Wells Fargo Advisors Experience 2009 - 2012
Job IT Professional
Industry Financial Services
Experience
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

Jack (Jay) Pumphrey Jack (Jay) Pumphrey Greater New York City Area Details
Jack (Jay) Pumphrey's Wells Fargo Advisors Experience November 2005 - November 2011
Job Senior Vice PresidentInvestments at Gilford Securities, Inc.
Industry Financial Services
Experience
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

Jennifer Veltri Jennifer Veltri Austin, Texas Area Details
Jennifer Veltri's Wells Fargo Advisors Experience May 2009 - August 2009
Job Corporate Sales Development at InsideView, Inc
Industry Online Media
Experience
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

Christopher K. Hutchinson Christopher K. Hutchinson Greater Pittsburgh Area Details
Christopher K. Hutchinson's Wells Fargo Advisors Experience January 1990 - Present
Job Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Carol Ramsdell Carol Ramsdell Rochester, New York Area Details
Carol Ramsdell's Wells Fargo Advisors Experience February 2009 - Present
Job Associate Vice President Investment Officer The Cornerstone Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Michael Korb, CIMA® Michael Korb, CIMA® Fond Du Lac, Wisconsin Details
Michael Korb, CIMA®'s Wells Fargo Advisors Experience 1994 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Bill Dixon, CLU,ChFC Bill Dixon, CLU,ChFC Charlotte, North Carolina Area Details
Bill Dixon, CLU,ChFC's Wells Fargo Advisors Experience September 2010 - January 2014
Job HNW Insurance Specialist at Fifth Third Bank
Industry Insurance
Experience
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

Mark Swiderski Mark Swiderski Greater Boston Area Details
Mark Swiderski's Wells Fargo Advisors Experience 2011 - 2012
Job Senior Sales Account Executive | Outside Sales Account Executive | VP Sales | Strategic Sales Executive | National Sales
Industry Financial Services
Experience
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

Thomas Putney Thomas Putney Egg Harbor Township, New Jersey Details
Thomas Putney's Wells Fargo Advisors Experience July 2003 - June 2005
Job Managing Member
Industry Financial Services
Experience
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

David Halstead David Halstead Greater New York City Area Details
David Halstead's Wells Fargo Advisors Experience 2011 - 2015
Job Vice President
Industry Financial Services
Experience
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

Ernest J. Martinez Ernest J. Martinez San Antonio, Texas Area Details
Ernest J. Martinez's Wells Fargo Advisors Experience December 2005 - May 2011
Job Vice President, BB&T Wealth Private Advisor
Industry Financial Services
Experience
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

Amanda Staudt Amanda Staudt Houston, Texas Details
Amanda Staudt's Wells Fargo Advisors Experience November 2001 - March 2002
Job Healthcare Liaison
Industry Pharmaceuticals
Experience
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

Darren Dawson, CFP® Darren Dawson, CFP® Palm Beach Gardens, Florida Details
Darren Dawson, CFP®'s Wells Fargo Advisors Experience June 1998 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
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

Brad Bays, CIMA® Brad Bays, CIMA® Tyler, Texas Area Details
Brad Bays, CIMA®'s Wells Fargo Advisors Experience August 2001 - October 2011
Job Partner
Industry Financial Services
Experience
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

Dan Corey Dan Corey Grover, Missouri Details
Dan Corey's Wells Fargo Advisors Experience April 2015 - Present
Job Consultant at Wells Fargo Advisors
Industry Information Technology and Services
Experience
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

Gia Ventola Gia Ventola Hartford, Connecticut Area Details
Gia Ventola's Wells Fargo Advisors Experience March 2012 - June 2013
Job Economics Assistant at Bureau of Labor Statistics
Industry Investment Management
Experience
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

Patrick Conlan Patrick Conlan Rochester, New York Area Details
Patrick Conlan's Wells Fargo Advisors Experience April 2014 - Present
Job Area Sales Manager at Wells Fargo Advisors
Industry Financial Services
Experience
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

Sean Reitenbach Sean Reitenbach Baltimore, Maryland Area Details
Sean Reitenbach's Wells Fargo Advisors Experience June 2011 - August 2011
Job Investment Liaison at T. Rowe Price
Industry Financial Services
Experience
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

Joseph Tedesco Joseph Tedesco Greater St. Louis Area Details
Joseph Tedesco's Wells Fargo Advisors Experience March 2013 - December 2013
Job Vice President, Senior National Accounts Manager at State Street Global Advisors
Industry Financial Services
Experience
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

Laurie Nash Laurie Nash Simi Valley, California Details
Laurie Nash's Wells Fargo Advisors Experience October 2008 - January 2011
Job Executive Assistant
Industry Financial Services
Experience
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

Chad Anger Chad Anger Concord, North Carolina Details
Chad Anger's Wells Fargo Advisors Experience 2010 - 2010
Job Regional Manager, Exchange Sales at LendingTree
Industry Wholesale
Experience
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

Charlie Edenbach Charlie Edenbach Providence, Rhode Island Area Details
Charlie Edenbach's Wells Fargo Advisors Experience October 2007 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Larry B. Nichols Larry B. Nichols Orlando, Florida Details
Larry B. Nichols's Wells Fargo Advisors Experience February 2012 - Present
Job Sr. Vice President Investments PIM Portfolio Manager Wells Fargo Advisors
Industry Financial Services
Experience
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

Monica (Rodriguez) Wagner Monica (Rodriguez) Wagner Greater St. Louis Area Details
Monica (Rodriguez) Wagner's Wells Fargo Advisors Experience October 2013 - Present
Job
Industry Financial Services
Experience
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

Dionna Williams Dionna Williams Greater St. Louis Area Details
Dionna Williams's Wells Fargo Advisors Experience April 2015 - Present
Job Middle Office Services Group Specialist at Wells Fargo Advisors
Industry Financial Services
Experience
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

Nicole Curtis, CRPC Nicole Curtis, CRPC Mcallen, Texas Details
Nicole Curtis, CRPC's Wells Fargo Advisors Experience September 2008 - Present
Job Financial Consultant at the Curtis Financial Strategies Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Daniel Crookshanks Daniel Crookshanks Indianapolis, Indiana Area Details
Daniel Crookshanks's Wells Fargo Advisors Experience July 2010 - March 2014
Job VP of Lending at Guaranteed Rate
Industry Financial Services
Experience
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

Louis J. Sheppard Louis J. Sheppard Boise, Idaho Details
Louis J. Sheppard's Wells Fargo Advisors Experience September 2012 - July 2015
Job Consultant at Isagenix
Industry Health, Wellness and Fitness
Experience
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

Brion P Lawler Brion P Lawler West Palm Beach, Florida Details
Brion P Lawler's Wells Fargo Advisors Experience July 2011 - Present
Job Regional Support Center Manager, Vice President at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Eric Kohlmeier Eric Kohlmeier Greater New York City Area Details
Eric Kohlmeier's Wells Fargo Advisors Experience February 1998 - Present
Job Managing Director Investments at Wells Fargo Advisors LLC
Industry Financial Services
Experience
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

Michelle Dyer Michelle Dyer Greater Atlanta Area Details
Michelle Dyer's Wells Fargo Advisors Experience 2009 - 2011
Job Executive Administrator at Jack Cooper Holdings Corp.
Industry Logistics and Supply Chain
Experience
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

Cesar Rivas Cesar Rivas Austin, Texas Details
Cesar Rivas's Wells Fargo Advisors Experience December 2011 - January 2014
Job MBA Intern at FALKON VENTURES
Industry Venture Capital & Private Equity
Experience
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

Nicholas W. Hoffmann Nicholas W. Hoffmann Smithtown, New York Details
Nicholas W. Hoffmann's Wells Fargo Advisors Experience May 2014 - July 2014
Job Equity Analyst at the Geneseo Student Managed Investment Fund
Industry Financial Services
Experience
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

Justin Hefter Justin Hefter San Francisco, California Details
Justin Hefter's Wells Fargo Advisors Experience June 2007 - September 2009
Job CEO at Bandura Games
Industry Entertainment
Experience
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

Robert Apple Robert Apple Saint Louis, Missouri Details
Robert Apple's Wells Fargo Advisors Experience May 2008 - December 2011
Job .....
Industry Financial Services
Experience
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

Brett Mudd Brett Mudd Greater St. Louis Area Details
Brett Mudd's Wells Fargo Advisors Experience June 2015 - Present
Job Wells Fargo Advisors
Industry Financial Services
Experience
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

Joseph Marinaccio, CFP® Joseph Marinaccio, CFP® Greater New York City Area Details
Joseph Marinaccio, CFP®'s Wells Fargo Advisors Experience March 2015 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Laura Howell Laura Howell Orlando, Florida Area Details
Laura Howell's Wells Fargo Advisors Experience April 2008 - November 2010
Job Sales and Management Professional
Industry Education Management
Experience
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

Danette Montgomery Danette Montgomery O Fallon, Missouri Details
Danette Montgomery's Wells Fargo Advisors Experience December 2010 - September 2011
Job Sr. SQA Test Engineer at Aclara
Industry Computer Software
Experience
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

Victor Powell Victor Powell Houston, Texas Area Details
Victor Powell's Wells Fargo Advisors Experience January 2011 - May 2011
Job Client Relationship Coordinator at Tanglewood Wealth Management
Industry Financial Services
Experience
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

Alex Debniak Alex Debniak San Francisco Bay Area Details
Alex Debniak's Wells Fargo Advisors Experience June 2011 - August 2011
Job ERP/Big Data Delivery Lead at K2 Partnering Solutions
Industry Information Technology and Services
Experience
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

Joshua Ritchey, CRPC®, SSBBP, M.A. Joshua Ritchey, CRPC®, SSBBP, M.A. Greater St. Louis Area Details
Joshua Ritchey, CRPC®, SSBBP, M.A.'s Wells Fargo Advisors Experience June 2014 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Investment Management
Experience
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

Whit Whitehouse Whit Whitehouse Greater Los Angeles Area Details
Whit Whitehouse's Wells Fargo Advisors Experience December 2005 - July 2011
Job Regional Director Southwest Aequitas Capital Partners
Industry Financial Services
Experience
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

Aaron (AJ) Floyd Aaron (AJ) Floyd Charlotte, North Carolina Area Details
Aaron (AJ) Floyd's Wells Fargo Advisors Experience November 2013 - Present
Job Technology Relationship Manager
Industry Information Services
Experience
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

Joe Dembesky Joe Dembesky San Francisco Bay Area Details
Joe Dembesky's Wells Fargo Advisors Experience June 2009 - August 2009
Job Trauma Sales Representative at Stryker Orthopaedics
Industry Medical Devices
Experience
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

Dan Motherway, CFP® Dan Motherway, CFP® Greater New York City Area Details
Dan Motherway, CFP®'s Wells Fargo Advisors Experience April 2011 - Present
Job Senior Vice President The Motherway Investment Group of Wells Fargo Advisors; NFLPA Registered Player Advisor
Industry Financial Services
Experience
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

Mark Stevison Mark Stevison Greater St. Louis Area Details
Mark Stevison's Wells Fargo Advisors Experience September 2013 - April 2014
Job Technology Professional
Industry Information Technology and Services
Experience
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

Pasquale Capone Pasquale Capone Woodbury, New York Details
Pasquale Capone's Wells Fargo Advisors Experience 2004 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Danny Shum Danny Shum Great Neck, New York Details
Danny Shum's Wells Fargo Advisors Experience February 2010 - Present
Job Senior Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
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

Alison Toure Alison Toure Greater Minneapolis-St. Paul Area Details
Alison Toure's Wells Fargo Advisors Experience April 2010 - March 2012
Job Vice President, Business Process & Quality Manager at Wells Fargo Home Mortgage
Industry Management Consulting
Experience
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

Scott Hancock Scott Hancock Greater St. Louis Area Details
Scott Hancock's Wells Fargo Advisors Experience February 2012 - August 2012
Job Sr. Business Systems Analyst at Magellan Behavioral Health
Industry Information Technology and Services
Experience
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

Joan Drain Joan Drain Greater St. Louis Area Details
Joan Drain's Wells Fargo Advisors Experience January 2014 - Present
Job Senior Business Systems Consultant at Wells Fargo Advisors
Industry Information Technology and Services
Experience
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

Ted Kritikos Ted Kritikos Greater New York City Area Details
Ted Kritikos's Wells Fargo Advisors Experience March 2010 - June 2011
Job Director of Sales
Industry Marketing and Advertising
Experience
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

Garrett Fairchild Garrett Fairchild Windermere, Florida Details
Garrett Fairchild's Wells Fargo Advisors Experience June 2014 - August 2014
Job Operations Clerk at Wells Fargo Advisors
Industry Financial Services
Experience
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

Michael Montuori Michael Montuori Melville, New York Details
Michael Montuori's Wells Fargo Advisors Experience September 2013 - Present
Job First Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Stephen Whitter Stephen Whitter New York, New York Details
Stephen Whitter's Wells Fargo Advisors Experience April 2011 - Present
Job Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Christopher Pardo Christopher Pardo Charlotte, North Carolina Area Details
Christopher Pardo's Wells Fargo Advisors Experience September 2009 - April 2011
Job Proven success delivering multimillion dollar missioncritical technology solutions for business value
Industry Financial Services
Experience
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

Mike Benardo, III Mike Benardo, III Albany, New York Area Details
Mike Benardo, III's Wells Fargo Advisors Experience September 2008 - 2011
Job Business Strategy; Financial Advising
Industry Financial Services
Experience
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

Alec Douglas Alec Douglas Barrington, Rhode Island Details
Alec Douglas's Wells Fargo Advisors Experience March 2011 - April 2011
Job Associate at Private Advisors, LLC
Industry Financial Services
Experience
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

William Sampler William Sampler Charlotte, North Carolina Details
William Sampler's Wells Fargo Advisors Experience December 2013 - Present
Job Apps Systems Engineer at Wells Fargo
Industry Financial Services
Experience
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

Matthew Holtz Matthew Holtz Miami Beach, Florida Details
Matthew Holtz's Wells Fargo Advisors Experience September 2012 - August 2013
Job Law Clerk at Stearns Weaver Miller Weissler Alhadeff & Sitterson, P.A.
Industry Law Practice
Experience
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

Jason Couture Jason Couture Saint Louis, Missouri Details
Jason Couture's Wells Fargo Advisors Experience May 2009 - Present
Job Investment Reporting, Innovation & Strategy
Industry Financial Services
Experience
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

Lenore Schuff Lenore Schuff Greater St. Louis Area Details
Lenore Schuff's Wells Fargo Advisors Experience December 2012 - July 2014
Job Business Professional
Industry Insurance
Experience
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

Sheldon Howell Sheldon Howell Richmond, Virginia Area Details
Sheldon Howell's Wells Fargo Advisors Experience December 2000 - Present
Job Experienced Financial Professional
Industry Financial Services
Experience
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

Michele Devine Michele Devine Greater New York City Area Details
Michele Devine's Wells Fargo Advisors Experience May 2000 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Ruth Anne Fulhorst Ruth Anne Fulhorst Greater St. Louis Area Details
Ruth Anne Fulhorst's Wells Fargo Advisors Experience 2009 - Present
Job Data Management Relationship Manager
Industry Financial Services
Experience
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

James E. White Jr. James E. White Jr. Greater New York City Area Details
James E. White Jr.'s Wells Fargo Advisors Experience October 2013 - Present
Job Financial Advisor, Vice President Investments at Wells Fargo Advisors
Industry Public Safety
Experience
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

Christina With, MA Christina With, MA Greater Minneapolis-St. Paul Area Details
Christina With, MA's Wells Fargo Advisors Experience July 2014 - Present
Job Technical Project Coordinator at Wells Fargo Advisors
Industry Management Consulting
Experience
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

Cathy Wilson Cathy Wilson Greater St. Louis Area Details
Cathy Wilson's Wells Fargo Advisors Experience April 2013 - Present
Job Communications Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
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

Peter M. Sullivan Peter M. Sullivan Greater Seattle Area Details
Peter M. Sullivan's Wells Fargo Advisors Experience 2008 - 2010
Job Regional Director/MultiFunds
Industry Financial Services
Experience
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

Kim Alden Kim Alden Richmond, Virginia Area Details
Kim Alden's Wells Fargo Advisors Experience February 1987 - Present
Job VP Business Analyst Fixed Income Trading
Industry Financial Services
Experience
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

Donna Markgraf Donna Markgraf Charlotte, North Carolina Area Details
Donna Markgraf's Wells Fargo Advisors Experience February 2008 - Present
Job PM at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors   February 2008 - Present

Education
State University of New York College at Oswego
B.S.

Jeffrey Brush Jeffrey Brush Richmond, Virginia Area Details
Jeffrey Brush's Wells Fargo Advisors Experience April 2014 - Present
Job Team Lead/Securities Operations Service Specialist Fixed Income at Wells Fargo Advisors
Industry Financial Services
Experience
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

Douglas Chasser Douglas Chasser Palm Beach, Florida Details
Douglas Chasser's Wells Fargo Advisors Experience November 2011 - March 2014
Job Private Banker / Vice President at Wells Fargo Private Bank
Industry Financial Services
Experience
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

Lori Hauge-Gunther Lori Hauge-Gunther Greater Minneapolis-St. Paul Area Details
Lori Hauge-Gunther's Wells Fargo Advisors Experience June 2010 - October 2011
Job Available for call coaching, client service training, development, compliance, project management
Industry Financial Services
Experience
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

Travis Seurer Travis Seurer Greater Minneapolis-St. Paul Area Details
Travis Seurer's Wells Fargo Advisors Experience May 2011 - November 2012
Job Compliance Manager Officer; Field Office Inspections at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Chris Wrba Chris Wrba Greater New Orleans Area Details
Chris Wrba's Wells Fargo Advisors Experience 1995 - 2000
Job EVP Operations and Sales
Industry Insurance
Experience
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

Russell Hart Russell Hart Greater Chicago Area Details
Russell Hart's Wells Fargo Advisors Experience September 2003 - October 2010
Job CEO and President
Industry Printing
Experience
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

Daniel Treanor Daniel Treanor Greater Boston Area Details
Daniel Treanor's Wells Fargo Advisors Experience December 1999 - Present
Job Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   December 1999 - Present

Education
St. Joseph's College
BA, Human Relations

Ken Burton Ken Burton Greater St. Louis Area Details
Ken Burton's Wells Fargo Advisors Experience April 2010 - Present
Job Regional Banking Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
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

Jeff Schnelle Jeff Schnelle Greater St. Louis Area Details
Jeff Schnelle's Wells Fargo Advisors Experience 2013 - Present
Job UX and Interaction Designer at Wells Fargo Advisors
Industry Financial Services
Experience
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

Jared Gilsenan Jared Gilsenan Syracuse, New York Details
Jared Gilsenan's Wells Fargo Advisors Experience June 2010 - August 2013
Job Managing Director at Venture Commercial Capital Advisors, LLC
Industry Investment Banking
Experience
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

Anthony Westerfield Anthony Westerfield Alexandria, Virginia Details
Anthony Westerfield's Wells Fargo Advisors Experience May 2014 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
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

Brian Steighner Brian Steighner West Palm Beach, Florida Area Details
Brian Steighner's Wells Fargo Advisors Experience April 2010 - Present
Job WBS Regional Support Specialist at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Carol Ann Tersillo, PMP Carol Ann Tersillo, PMP Greater St. Louis Area Details
Carol Ann Tersillo, PMP's Wells Fargo Advisors Experience June 2010 - April 2011
Job Sr.PM at Charter Communications
Industry Information Technology and Services
Experience
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

Paula Owlett, PMP Paula Owlett, PMP Charlotte, North Carolina Area Details
Paula Owlett, PMP's Wells Fargo Advisors Experience April 2013 - Present
Job Officer, Technical Project Manager at Wells Fargo Advisors
Industry Computer Software
Experience
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

Brian Seeney Brian Seeney Greater St. Louis Area Details
Brian Seeney's Wells Fargo Advisors Experience August 1991 - Present
Job Senior Application Developer at Wells Fargo Advisors
Industry Computer Software
Experience
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

Monisha Mapp Monisha Mapp Greater New York City Area Details
Monisha Mapp's Wells Fargo Advisors Experience October 2014 - Present
Job Vice President/Compliance Consultant at Wells Fargo Advisors
Industry Investment Banking
Experience
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

Jim Murdock Jim Murdock Greater St. Louis Area Details
Jim Murdock's Wells Fargo Advisors Experience March 2013 - September 2014
Job Owner, Murdock Consulting Services
Industry Information Technology and Services
Experience
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

patricia cowart patricia cowart Fort Lauderdale, Florida Details
patricia cowart's Wells Fargo Advisors Experience 2009 - 2013
Job Special Company Counsel at Wells Fargo
Industry Legal Services
Experience
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

Robert Klett Robert Klett Minneapolis, Minnesota Details
Robert Klett's Wells Fargo Advisors Experience May 2007 - May 2012
Job WFA Regional Supervisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Jack Turnbull Jack Turnbull Greater St. Louis Area Details
Jack Turnbull's Wells Fargo Advisors Experience April 2010 - Present
Job BI analyst at Wells Fargo Advisors
Industry Financial Services
Experience
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)

Chris Leavy Chris Leavy Greater New York City Area Details
Chris Leavy's Wells Fargo Advisors Experience January 2004 - June 2005
Job Complex Manager at Raymond James & Associates
Industry Financial Services
Experience
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

MaryKaren McCoy-Fenwick MaryKaren McCoy-Fenwick Greater Grand Rapids, Michigan Area Details
MaryKaren McCoy-Fenwick's Wells Fargo Advisors Experience August 2007 - July 2008
Job Recruiter at Terra Contracting Services, LLC
Industry Human Resources
Experience
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

Craig Gayhardt Craig Gayhardt Baltimore, Maryland Area Details
Craig Gayhardt's Wells Fargo Advisors Experience 2009 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

VonDina Washington VonDina Washington Greater St. Louis Area Details
VonDina Washington's Wells Fargo Advisors Experience May 2011 - Present
Job Security Operation Specialists at Wells Fargo Advisors
Industry
Experience
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

Dave Reinhart Dave Reinhart Greater St. Louis Area Details
Dave Reinhart's Wells Fargo Advisors Experience February 2010 - Present
Job Compliance Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
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

Natalie Norman Natalie Norman Greater St. Louis Area Details
Natalie Norman's Wells Fargo Advisors Experience May 2011 - Present
Job Business Operations Specialist at Wells Fargo Advisors
Industry Financial Services
Experience
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

Otto Tannure Otto Tannure Greenwich, Connecticut Details
Otto Tannure's Wells Fargo Advisors Experience November 2013 - Present
Job Regional Support Specialist at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Ted Hanley Ted Hanley Greater Boston Area Details
Ted Hanley's Wells Fargo Advisors Experience April 2011 - Present
Job Senior VP at Wells Fargo Advisors
Industry Financial Services
Experience
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

george karaganeas george karaganeas Charlotte, North Carolina Area Details
george karaganeas's Wells Fargo Advisors Experience March 2009 - March 2012
Job Business System Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
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

Sara Turley Sara Turley United States Details
Sara Turley's Wells Fargo Advisors Experience November 2009 - October 2011
Job XBRL Specialist at RR Donnelley
Industry Financial Services
Experience
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

David Bosco David Bosco Lewisville, Texas Details
David Bosco's Wells Fargo Advisors Experience January 2013 - December 2013
Job Contractor at MultiView
Industry Automotive
Experience
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

Derrizett Cropp Derrizett Cropp Des Moines, Iowa Details
Derrizett Cropp's Wells Fargo Advisors Experience October 2005 - March 2006
Job Retention Speicalist at CenturyLink
Industry Telecommunications
Experience
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

Russell Sanaeko Russell Sanaeko Binghamton, New York Details
Russell Sanaeko's Wells Fargo Advisors Experience 1981 - Present
Job VicePresident, Investments at Wells Fargo Advisors
Industry Financial Services
Experience
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

Kristin (Vesia) Prentice Kristin (Vesia) Prentice Charlotte, North Carolina Area Details
Kristin (Vesia) Prentice's Wells Fargo Advisors Experience September 2014 - Present
Job Senior Registered Client Associate at Wells Fargo Advisors
Industry Financial Services
Experience
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

Ruth Anne Fulhorst Ruth Anne Fulhorst Florissant, Missouri Details
Ruth Anne Fulhorst's Wells Fargo Advisors Experience June 2009 - Present
Job Relationship Manager at Wells Fargo Advisors
Industry Financial Services
Experience
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

Richard Stiebel Richard Stiebel Saint Charles, Missouri Details
Richard Stiebel's Wells Fargo Advisors Experience 2011 - Present
Job Margin Department Manager at Wells Fargo Advisors
Industry Financial Services
Experience
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

Jacklyn McQuarrie Jacklyn McQuarrie Greater Philadelphia Area Details
Jacklyn McQuarrie's Wells Fargo Advisors Experience January 2005 - July 2012
Job Editorial Clerk at The Press of Atlantic City
Industry Public Relations and Communications
Experience
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

Dorian Jamison Dorian Jamison Saint Louis, Missouri Details
Dorian Jamison's Wells Fargo Advisors Experience January 2010 - Present
Job Investment Analyst at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   January 2010 - Present

Skills
Financial Analysis, Finance

Education
Stanford University
Bachelor of Arts (B.A.), Public Policy

Jason Ogle Jason Ogle Chanhassen, Minnesota Details
Jason Ogle's Wells Fargo Advisors Experience September 2008 - Present
Job Financial AdvisorWells Fargo Advisors, LLC
Industry Financial Services
Experience
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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Andrea Dyer Andrea Dyer Overland Park, Kansas Details
Andrea Dyer's Wells Fargo Advisors Experience May 2010 - Present
Job Area Sales Manager at Wells Fargo Advisors
Industry Financial Services
Experience
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

Evan Meyers Evan Meyers Woodbury, New York Details
Evan Meyers's Wells Fargo Advisors Experience October 2014 - Present
Job Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

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