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
Cody Lummus, AIF® CRPC® Cody Lummus, AIF® CRPC® Dallas/Fort Worth Area Details
Cody Lummus, AIF® CRPC®'s Wells Fargo Advisors Experience May 2008 - Present
Job Associate Vice President Invesment Officer with the Mikeska Peschel McBee Group of Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors   May 2008 - Present
Wells Fargo Advisors   May 2007 - December 2007
Delta Tau Delta Fraternity  November 2006 - December 2007
San Antonio Spurs Sports & Entertainment LLP   June 2006 - December 2006

Skills
Investments, Retirement Planning, Financial Advisory, Finance, 401k, Financial Modeling, Retirement, Mutual Funds, 401k Rollovers, Traditional IRA, Wealth Strategies, Wealth Preservation..., Wealth Transfer, Portfolio Construction, Portfolio Performance...

Education
Texas Tech University - Rawls College of Business   2004 — 2008
Finance, Business

Kristina Aguilera MBA Kristina Aguilera MBA Greater St. Louis Area Details
Kristina Aguilera MBA's Wells Fargo Advisors Experience October 2014 - Present
Job Inurance Reserve Field Manager at Farmers Insurance
Industry Insurance
Experience
Wells Fargo Advisors   October 2014 - Present
Farmers Insurance  February 2014 - October 2014
Liberty Mutual  October 2011 - January 2014
Allstate  April 2009 - October 2011

Skills
Sales Operations, Management, Sales, Employee Training, Organizational..., Production Managment, Property & Casualty..., Marketing Strategy, Territory Expansion

Education
Texas A&M University-Commerce   2013 — 2014
Master of Business Administration (MBA), Accounting and Business/Management

Texas A&M University-Commerce
Bachelor of Business Administration (B.B.A.), International Business

Alejandro Ramirez Alejandro Ramirez Greater St. Louis Area Details
Alejandro Ramirez's Wells Fargo Advisors Experience November 2009 - April 2010
Job Senior Consultant at Polaris Solutions
Industry Information Technology and Services
Experience
POLARIS SOLUTIONS  November 2014 - Present
INERDTIA   July 2013 - Present
STL Tech Talk   March 2014 - March 2015
Monsanto  January 2011 - November 2014
Envision  April 2010 - January 2011
St. Louis Quality Assurance Association   January 2010 - December 2010
Wells Fargo Advisors   November 2009 - April 2010
Boeing Commercial Airplanes  December 2008 - November 2009
Seattle Area Software Quality Assurance Group (SASQAG)   January 2007 - November 2009
Microsoft Corporation  February 2007 - November 2008

Skills
SDLC, Quality Assurance, Testing, Agile Methodologies, Software Development, Process Improvement, Software Quality..., Integration, Software Documentation, Databases, Business Analysis, SQL, Analysis, Test Planning, Web Applications, Business Process, SharePoint, Visio, Leadership, Quality Center, Training, Enterprise Software, Six Sigma, E-commerce, Microsoft SQL Server, C#, Root Cause Analysis, Process Development, Business Process..., Systems Analysis, .NET, Mentoring, Agile, ITIL v3 Foundations..., Lean Events, Business Impact Analysis, XAML, Windows 8 Store Apps, iOS development, Mac OS X, Information Systems, TFS, ALM, Xamarin, Visual Studio, MTM, CodedUI, SpecFlow

Education
Western Illinois University   2002 — 2003
M.S., Instructional Technology & Telecommunications

Tecnológico de Monterrey   1993 — 1997
B.S., Information Systems Engineering (Computer Science)

Tony Rados Tony Rados Syracuse, New York Details
Tony Rados's Wells Fargo Advisors Experience 2008 - 2010
Job Account Manager at The Eventful Group
Industry Professional Training & Coaching
Experience
The Eventful Group  June 2013 - Present
M&T Bank  March 2011 - April 2013
HSBC  January 2010 - March 2011
Wells Fargo Advisors   2008 - 2010

Skills
Sales, Banking, Financial Analysis, Finance, Retail Banking, Portfolio Management, Strategic Financial..., Risk Management, Business Analysis, Loans, Financial Services, Credit, Commercial Banking, Business Development, Relationship Management

Education
Syracuse University - Martin J. Whitman School of Management   2001 — 2005
Entrepreneurship/Entrepreneurial Studies

Joesph Whitley Joesph Whitley San Antonio, Texas Details
Joesph Whitley's Wells Fargo Advisors Experience January 2008 - Present
Job Customer Service at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   January 2008 - Present

Education
Texas A&M University   2012 — 2015
Master's degree, Court Reporting/Court Reporter

The University of Texas at San Antonio   2005 — 2010
Bachelor of Applied Science (B.A.Sc.), Kinesiology and Exercise Science

Travis Ryffel Travis Ryffel Fort Worth, Texas Details
Travis Ryffel's Wells Fargo Advisors Experience June 2012 - August 2012
Job Student at Texas A&M University School of Law
Industry
Experience
Texas A&M University School of Law  August 2013 - Present
Texas Christian University  August 2009 - May 2013
Wells Fargo Advisors   June 2012 - August 2012

Skills
PowerPoint, Microsoft Word, Microsoft Excel, Facebook, Microsoft Office, Public Speaking, Social Media, Social Networking, Research, Access, Event Planning, Teamwork, Customer Service, Photoshop, Leadership

Education
Texas Christian University   2009 — 2013
Bachelor of Science (BS), Finance, Real Estate Emphasis

Byron Seamands Byron Seamands Dallas, Texas Details
Byron Seamands's Wells Fargo Advisors Experience January 2011 - September 2015
Job Senior Analyst at Jones Lang LaSalle
Industry Commercial Real Estate
Experience
JLL  September 2015 - Present
Wells Fargo Advisors   January 2011 - September 2015
Henry S. Miller Brokerage  2008 - January 2011
The Weitzman Group  2007 - 2008

Skills
Investments, Financial Services, Finance, Retirement Planning, Estate Planning, Commercial Real Estate, Due Diligence, Leases, Tenant Representation, Acquisitions, Dispositions, Consumer Lending, Financial Analysis, Valuation

Education
Texas Christian University - M.J. Neeley School of Business
BBA, Finance

Kyle Rainwater Kyle Rainwater Dallas/Fort Worth Area Details
Kyle Rainwater's Wells Fargo Advisors Experience June 2014 - Present
Job Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   June 2014 - Present
BBVA Compass  2011 - 2014
JPMorgan Chase  2009 - 2011
Washington Mutual Investments   2006 - 2009

Skills
Series 63, Wealth Management, Series 7, Portfolio Management, Mutual Funds, Retirement Planning, Insurance, Loans, Commercial Lending

Education
Texas A&M Commerce   2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance

Ben Stephenson Ben Stephenson Overland Park, Kansas Details
Ben Stephenson's Wells Fargo Advisors Experience September 2012 - February 2013
Job Top Leader, Isagenix Independent Associate
Industry Health, Wellness and Fitness
Experience
Isagenix  July 2011 - Present
Wells Fargo Advisors   September 2012 - February 2013
Morgan Stanley  February 2010 - January 2012
Entrepreneur  January 2006 - January 2010
MassMutual Financial Group  January 2002 - December 2005
MetLife  August 1998 - December 2001
Security First Group  January 1994 - January 1999

Skills
Coaching, Leadership, Public Speaking, Entrepreneurship, Training, Marketing Strategy, International Business, Relationship Marketing, Human Nutrition, Investments, Strategic Financial..., Business Development, Small Business, Insurance, Social Networking, Retirement Planning, Financial Services, Finance

Education
Texas Christian University   1978 — 1981
Bachelor of Fine Arts (BFA), Theater

University of Missouri-Kansas City Henry W. Bloch School of Management
Certificate In Financial Planning

Carla Caldwell Carla Caldwell Forney, Texas Details
Carla Caldwell's Wells Fargo Advisors Experience April 2014 - Present
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   April 2014 - Present
First Southwest Company  April 2013 - January 2014
Morgan Stanley  August 2012 - March 2013
RBC Wealth Management  August 2008 - March 2012
Bear, Stearns & Company   September 2006 - August 2008
HD Vest Financial Services  December 2004 - September 2006
The MONY Group  April 2003 - December 2004
Alpha Capital Management  September 2002 - April 2003
Texas State Securities Board  October 2001 - September 2002

Education
Texas State University-San Marcos   1987 — 1993
Bachelor of Arts (B.A.)

Emily Rassieur Emily Rassieur Greater Chicago Area Details
Emily Rassieur's Wells Fargo Advisors Experience May 2012 - August 2012
Job Campus Recruiting Coordinator at Huron Consulting Group
Industry Marketing and Advertising
Experience
Huron Consulting Group  November 2013 - Present
Momentum Worldwide  September 2013 - October 2013
Wells Fargo Advisors   May 2012 - August 2012
Crème de la crème   April 2011 - November 2011
The Bottom   April 2011 - August 2011

Skills
Marketing Strategy, Marketing Management, Customer Insight, Marketing Research, Market Analysis, Marketing Communications, Microsoft Office, Social Media Marketing, Social Media, PowerPoint, Facebook, Advertising, Market Research, Social Networking, Leadership, Retail, Public Relations, Microsoft Word, Microsoft Excel, Marketing, Event Planning, Human Resources, Account Management

Education
Texas Christian University   2009 — 2013

Texas Christian University
Bachelor of Business Administration, Marketing

Keith Karnes Keith Karnes Dallas/Fort Worth Area Details
Keith Karnes's Wells Fargo Advisors Experience January 1997 - Present
Job Senior Vice PresidentInvestment Officer at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors   January 1997 - Present

Skills
Investments, Management, Strategic Planning, Finance, Process Improvement, Banking, Customer Service, Small Business, Training, Program Management, Public Speaking, Sales, Employee Benefits, Portfolio Analysis, Portfolio Construction, Investment Planning, Retirement Planning, Portfolio Management, Negotiation, Contract Negotiation

Education
University of Delaware   1985 — 1987
Stonier Graduate School Of Banking

Texas Christian University   1971 — 1976
Bachelor of Business Administration (BBA)

Jacklyn Sims-Lackey Jacklyn Sims-Lackey Dallas, Texas Details
Jacklyn Sims-Lackey's Wells Fargo Advisors Experience April 2008 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   April 2008 - Present

Skills
Retirement Planning, Investment Strategies, Asset Allocation, Wealth Management, Education Savings..., General Financial..., 401k Rollovers

Education
Texas A&M University   2004 — 2007
Bachelor of Business Administration (B.B.A.), Marketing

Gian Hunjan Gian Hunjan Greater Los Angeles Area Details
Gian Hunjan's Wells Fargo Advisors Experience April 2009 - February 2010
Job Mike & Gian, LLC
Industry Entertainment
Experience
Mike & Gian, LLC   September 2009 - Present
Prime NYC   December 2010 - January 2013
Datran Media  March 2011 - June 2011
Debbie Regan Locations   September 2010 - December 2010
UBS  May 2009 - August 2010
The Temple News  August 2009 - May 2010
Wells Fargo Advisors   April 2009 - February 2010
Freshout   June 2008 - September 2008

Skills
Social Media, Social Media Marketing

Education
Temple University - Fox School of Business and Management   2006 — 2010
BBA, Finance

North Hunterdon High School   2002 — 2006

Bruce Melton Bruce Melton Sherman, Texas Details
Bruce Melton's Wells Fargo Advisors Experience January 2008 - May 2014
Job Managing Director Investments at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   May 2014 - Present
Wells Fargo Advisors   January 2008 - May 2014
A.G. Edwards & Sons, Inc.   August 1986 - January 2008

Skills
Bonds, Investments, Wealth Management, Retirement Planning, IRAs, Mutual Funds, Asset Allocation, Unit Investment Trusts, Investment Strategies

Education
Texas A&M University
Master's degree, Agricultural Business and Management

Texas Tech University
Bachelor's degree, Agricultural Education

Grayson Hogue Grayson Hogue Houston, Texas Details
Grayson Hogue's Wells Fargo Advisors Experience June 2011 - August 2011
Job Real Time Power Trader at BP
Industry Oil & Energy
Experience
BP  March 2015 - Present
Calpine  December 2012 - March 2015
National Oilwell Varco  July 2012 - August 2012
Wells Fargo Advisors   June 2011 - August 2011

Skills
Microsoft Excel, Data Analysis, Natural Gas, Financial Analysis, Commodity, Microsoft Office, Microsoft Word, PowerPoint, Hedging, Trading, Energy Markets, Power Generation, Derivatives, Power Transmission, Electricity Markets

Education
Texas A&M University - Mays Business School   2008 — 2012
Bachelor of Business Administration (BBA), Finance, General

Adam Allen Adam Allen Greenwood, Indiana Details
Adam Allen's Wells Fargo Advisors Experience January 2008 - June 2009
Job Financial Advisor / Branch Manager at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.  July 2009 - Present
Wells Fargo Advisors   January 2008 - June 2009
A.G. Edwards & Sons, Inc.   January 2001 - January 2008

Skills
Life Insurance, Disability Insurance, Organizational..., Investments, Retirement Planning, Retirement Income..., Investment Planning, Employer Retirement..., Business Succession..., Asset Allocation, 401k Rollovers, Long Term Care Insurance, Public Speaking, Estate Planning, Trust Services

Education
Taylor University   1989 — 1992
Bachelor of Science (BS)

Center Grove High School   1984 — 1988

Daniel Choplin Daniel Choplin Greensboro/Winston-Salem, North Carolina Area Details
Daniel Choplin's Wells Fargo Advisors Experience July 2013 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   July 2013 - Present
Wells Fargo  April 2011 - July 2013
Southern Community Bank and Trust (Now Capital Bank)   September 2008 - April 2011
EnergyUnited EMC   2007 - 2008
Exeter 1031 Exchange Services, LLC  2006 - 2007
Wells Fargo (formerly Wachovia Bank, N.A.)   May 2001 - February 2006
Wells Fargo (formerly Wachovia Bank, N.A.)   April 1998 - May 2001
Piedmont Hawthorne Aviation  1993 - 1998

Skills
Investments, Finance, Business Development, Sales, Wealth Management, Retirement, Portfolio Management, Customer Service, Financial Analysis, Asset Allocation, Team Building

Education
Gardner-Webb University   2001 — 2003
Master of Business Administration (MBA), Business Administration and Management, General

Winston-Salem State University   1996 — 1998
Bachelor of Applied Science (BASc), Business Administration and Management, General

North American Institute of Aviation   1991 — 1992
Aviation Maintenance Technology - A & P License

Surry Community College   1989 — 1991
Associate of Science (A.S.)

Peggy W. Etheridge, CFP® Peggy W. Etheridge, CFP® Dallas/Fort Worth Area Details
Peggy W. Etheridge, CFP®'s Wells Fargo Advisors Experience September 2012 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   September 2012 - Present
Morgan Stanley Smith Barney  April 2003 - August 2012
Prudential Securities  January 1997 - April 2003
Dean Witter  September 1992 - January 1997

Skills
Investments, CRM, Alternative Investments, Retirement Planning, Mutual Funds, Asset Allocation, Financial Analysis

Education
University of Houston   1980 — 1982
MBA, Finance

Texas A&M University   1975 — 1979
Bachelor of Science

Monsignor Kelley High
Graduate

Laura Camak Laura Camak Dallas/Fort Worth Area Details
Laura Camak's Wells Fargo Advisors Experience March 2014 - Present
Job Client Associate at The Mikeska Peschel McBee Group of Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors   March 2014 - Present
JPMorgan Chase & Co.   September 1999 - August 2003
JPMorgan Chase & Co.   November 1997 - September 1999
JPMorgan Chase & Co.   July 1996 - October 1997

Skills
Marketing, Event Planning, Financial Services, Recruiting, Public Speaking, Website Updating, Marketing Communications, Client Services

Education
Texas Tech University   1991 — 1995
Bachelor's Degree, Accounting

Rawls College of Business at Texas Tech University   1991 — 1995
Bachelor's Degree, Accounting

Plano Senior High School   1989 — 1991
High School

L. Joseph Holland L. Joseph Holland Dallas/Fort Worth Area Details
L. Joseph Holland's Wells Fargo Advisors Experience October 2012 - March 2013
Job Physician Recruiter at Kendall & Davis
Industry Hospital & Health Care
Experience
Kendall & Davis  August 2014 - Present
Merrill Lynch  August 2013 - August 2014
IFC Benefit Solutions, Inc.   March 2013 - June 2013
Wells Fargo Advisors   October 2012 - March 2013
Comerica Bank  March 2010 - August 2012
Renaissance Cultural Center   May 2010 - October 2010
Colonial Health Group   August 2007 - February 2010
Jared the Galleria of Jewelry  July 2005 - August 2007
Texas Christian University  September 2003 - July 2005

Skills
Contract Negotiation, Finance, Economics, Legal Writing, Outside Sales, Data Processing, Customer Service, Spanish, Management, Market Research, Sales Management, PowerPoint, Account Management, Sales, Financial Analysis, Cold Calling, Healthcare, Public Speaking, Training, Team Building

Education
Texas Christian University   2003 — 2007
BS, International Economics, French

Adam Rubinson Adam Rubinson Dallas/Fort Worth Area Details
Adam Rubinson's Wells Fargo Advisors Experience February 2010 - February 2012
Job JM Cox Family Management
Industry Financial Services
Experience
JM Cox Family Management   May 2014 - Present
Tailwind Advisors   February 2012 - May 2014
Wells Fargo Advisors   February 2010 - February 2012
PGA TOUR  2003 - 2009

Skills
Investments, Confidentiality, Risk Management, Resource Allocation, Sports, Athletes, Sports Marketing, Athletics, Asset Allocation, Sponsorship, Finance, Wealth Management, Project Planning, Valuation, Strategy

Education
Texas Christian University   1998 — 2003
BBA, Business

Texas Christian University - M.J. Neeley School of Business   1998 — 2003
BBA, Business/Marketing

Debbie Kober Debbie Kober Tyler, Texas Details
Debbie Kober's Wells Fargo Advisors Experience February 2013 - Present
Job Complex Control Specialist at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   February 2013 - Present
Wells Fargo Advisors   March 2011 - February 2013
Wells Fargo Advisors   October 2009 - March 2011
Wells Fargo Advisors   September 1997 - October 2009
Old Kent Brokerage   June 1997 - September 1997
McDonald & Company Securities  October 1994 - June 1997

Education
Texas A&M University
Bachelor of Science (BS)

Kurt Stadelmann Kurt Stadelmann Greater New York City Area Details
Kurt Stadelmann's Wells Fargo Advisors Experience June 2011 - August 2011
Job Student at Culinary Institute of America with a BBA in Supply Chain Management
Industry Logistics and Supply Chain
Experience
Con-way Inc.  December 2014 - March 2015
Con-way Inc.  September 2014 - December 2014
Texas A&M University  August 2010 - June 2014
Tiff's Treats Cookie Delivery  June 2013 - August 2013
Wells Fargo Advisors   June 2011 - August 2011

Skills
Supply Chain Management, Business Process Design, Inventory Management, Microsoft Office, Microsoft Excel, Microsoft Word, Logistics, Data Analysis, Procurement, Supply Chain, Linear Programming, ExtendSim, Strategic Planning, Teamwork, Process Improvement, Leadership, Operations Management, Materials Management, Creative Problem Solving, Customer Service, Problem Solving

Education
Texas A&M University - Mays Business School   2010 — 2014
Bachelor of Business Administration (BBA), Logistics, Materials, and Supply Chain Management

The Culinary Institute of America
Associate's degree, Culinary Arts/Chef Training

Michael (Mike) Steinberg, AWMA® Michael (Mike) Steinberg, AWMA® Dallas/Fort Worth Area Details
Michael (Mike) Steinberg, AWMA®'s Wells Fargo Advisors Experience October 1990 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC| Financial Advisor| Accredited Wealth Management Advisor
Industry Financial Services
Experience
Wells Fargo Advisors   October 1990 - Present
First National Bank of Fort Worth   December 1982 - October 1990

Skills
Estate Planning..., Retirement Planning

Education
Texas Tech University   1979 — 1982
Bachelor of Business Administration (B.B.A.), Finance, General

Rick Pfeil, CFP® Rick Pfeil, CFP® Houston, Texas Area Details
Rick Pfeil, CFP®'s Wells Fargo Advisors Experience September 2003 - April 2013
Job Vice President at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co.   April 2013 - Present
Wells Fargo Advisors   September 2003 - April 2013

Skills
Retirement Planning, Investments, Asset Allocation, Analysis, Retirement, Finance, Financial Reporting, Pensions, Financial Planning, Risk Management, Asset Management, Financial Analysis, Financial Modeling, Management, Mutual Funds, Portfolio Management, Valuation

Education
Texas A&M University   1985 — 1988
BBA, Finance

Paul Luks Paul Luks Virginia Beach, Virginia Details
Paul Luks's Wells Fargo Advisors Experience June 2012 - Present
Job Licensed Personal Banker II and Business Specialist at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Advisors   June 2012 - Present
Southern Bank and Trust Co.  April 2011 - March 2012
Bank of the Commonwealth  October 2010 - April 2011
Bank of America  2005 - 2010

Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Notary Public, Customer Service, Banking, Management, Leadership, Team Building, Loans, Training, Coaching, Public Speaking, Research, Event Planning, Strategic Planning, Marketing, Editing, Mortgage Lending, Social Media, Team Leadership

Education
Old Dominion University - College of Business and Public Administration   2000 — 2005
Bachelor of Science (BS), Business Administration, Management and Operations

Lori A. Kimbrough Lori A. Kimbrough Franklin, Texas Details
Lori A. Kimbrough's Wells Fargo Advisors Experience October 2010 - June 2011
Job Business Owner
Industry Furniture
Experience
Franklin Furniture Company   August 2013 - Present
Briggs Equipment  April 2013 - August 2013
Morgan Stanley Wealth Management  June 2011 - December 2012
Wells Fargo Advisors   October 2010 - June 2011
Morgan Stanley Wealth Management  August 2009 - October 2010
Investment Professionals, Inc.   September 2007 - August 2009
Morgan Stanley Wealth Management  March 2005 - September 2007
Wells Fargo  July 1999 - September 2004

Skills
Strengthening Client..., Client-focused, Handle Confidential..., Work Without Supervision, Resourceful..., Committed to..., Interact with All..., Computer-literate...

Education
Southwest Texas State University

Steven Phillippi Steven Phillippi Greater Atlanta Area Details
Steven Phillippi's Wells Fargo Advisors Experience 1998 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
Reliance Trust Company  2009 - 2010
Wells Fargo Advisors   1998 - 2009
SunTrust Bank  1996 - 1997
Wells Fargo  1995 - 1996
Bank of America  1993 - 1995
Bank of America  1991 - 1993

Skills
Financial Advisory, Estate Planning, Investments, Wealth Management, Insurance, Trusts, Finance, Banking

Education
Texas A&M University
BS, Sociology

Eric Ponomarev Eric Ponomarev Greater Philadelphia Area Details
Eric Ponomarev's Wells Fargo Advisors Experience January 2010 - March 2012
Job Exclusive Financial Specialist at Allstate
Industry Banking
Experience
Allstate  March 2012 - Present
Wells Fargo Advisors   January 2010 - March 2012
Citi  January 2009 - January 2010

Skills
Universal Life, Roth IRA, IRA Rollovers, Simple IRA, Whole Life, Wealth Building, Fixed Annuities, 529 Plans, Retirement Savings, Mutual Funds, Annuities, Term Life Insurance, 401 K Rollovers, Life Planning, IRAs, 401k

Education
Temple University   1998 — 2002
Bachelor of Science (BS), Finance and Financial Management Services

Fran Brolley Fran Brolley Newtown Square, Pennsylvania Details
Fran Brolley's Wells Fargo Advisors Experience October 2002 - May 2009
Job Financial Advisor at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James & Associates, Inc   May 2009 - Present
Wells Fargo Advisors   October 2002 - May 2009
Merrill Lynch  May 2000 - October 2002

Skills
Retirement Income..., Portfolio Management, Investment Advisory, Investment Strategies, ETFs, Insurance Planning

Education
Widener University   1997 — 1999
MBA, Business

Temple University   1983 — 1987
BS, Electrical Engineering Technology

Christina Wetmore Christina Wetmore Saint Paul, Minnesota Details
Christina Wetmore's Wells Fargo Advisors Experience April 1998 - April 2006
Job Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management  November 2006 - Present
Wells Fargo Advisors   April 1998 - April 2006

Education
Texas State University

Danielle Sauro Danielle Sauro New York, New York Details
Danielle Sauro's Wells Fargo Advisors Experience July 2010 - April 2011
Job Manager, Event Sponsorships & Business to Business Mktg at The New York Times
Industry Marketing and Advertising
Experience
The New York Times  May 2014 - Present
The New York Times  July 2013 - May 2014
Forbes  November 2012 - July 2013
Univision Communications  May 2011 - November 2012
Wells Fargo Advisors   July 2010 - April 2011
The Namiot Family   2003 - 2011
The Brides Bouquet   2009 - 2010

Skills
Time Management, Advertising, Sales, Event Management, Marketing, Fashion, Social Media, Facebook, Public Relations, Digital Strategy

Education
Susquehanna University
Bachelor of Arts (B.A.), Mass Communication/Media Studies, Cum Laude

The Harvey School

Thomas John Hall Thomas John Hall Greater New York City Area Details
Thomas John Hall's Wells Fargo Advisors Experience May 2009 - December 2009
Job Associate at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan   July 2015 - Present
J.P. Morgan   July 2011 - June 2015
SICA Wealth Management  May 2010 - August 2010
Wells Fargo Advisors   May 2009 - December 2009

Education
Syracuse University - Martin J. Whitman School of Management   2007 — 2011
Bachelor of Science (B.S.), Finance and Marketing

Niravkumar Patel Niravkumar Patel Charlotte, North Carolina Area Details
Niravkumar Patel's Wells Fargo Advisors Experience June 2013 - June 2014
Job Senior Data/BI Architect at TIAACREF
Industry Banking
Experience
TIAA-CREF  June 2015 - Present
Capital One Home Loans  August 2014 - May 2015
Wells Fargo Advisors   June 2013 - June 2014
Capital one  May 2011 - May 2013
McKesson- Lakeside Memorial Hospital   September 2010 - April 2011
Northwestern Mutual  March 2009 - September 2010

Skills
Business Intelligence, Business Objects, Data Warehousing, Crystal Reports, Microsoft SQL Server, Data Analysis, SQL, Dashboard, Teradata Data Warehouse, Data Mining, Oracle, SQL Server Management..., Business Process, Databases, Web Analytics, PMP, Analytics, Dashboard 4.0, Segmentation, Campaigns, Business Proc, Direct Mail Campaigns, EBM, Business Process..., Business Analytics, Customer Insight, Strategy

Education
Stratford University   2007 — 2009
Master's degree, Management Information Systems, General, 3.90

Caroline Kivuti, MBA Caroline Kivuti, MBA Charlotte, North Carolina Area Details
Caroline Kivuti, MBA's Wells Fargo Advisors Experience April 2009 - May 2013
Job Experienced Business Analyst and Financial Analyst
Industry Financial Services
Experience
Bank of America  December 2014 - Present
TIAA-CREF  January 2014 - October 2014
Capital One  June 2013 - December 2013
Wells Fargo Advisors   April 2009 - May 2013
Wells Fargo Advisors (Formerly Wachovia Securities)   February 2007 - April 2009
Wells Fargo Advisors ( Formerly Wachovia Securities, LLC)   April 2006 - May 2008
Wells Fargo Advisors   February 2005 - April 2006

Skills
Financial Analysis, Strategic Financial..., Credit Analysis, Risk Management, Credit Risk, Financial Reporting, Financial Services, Cash Management, Securities, Banking, Credit, Loans, Portfolio Management, Financial Modeling, Corporate Finance, Finance, Investments, Analysis, Business Analysis, Process Improvement, Equities, Data Analysis, Back Office, Microsoft Excel

Education
Strayer University-Virginia   2009 — 2013
MBA, Concentration: International Business

Strayer University-Virginia   2007 — 2009
B.A Finance, Finance

Angelo R. Grilli Angelo R. Grilli Denver, Colorado Details
Angelo R. Grilli's Wells Fargo Advisors Experience July 2015 - Present
Job Wells Fargo Financial Professional
Industry Banking
Experience
Wells Fargo  July 2015 - Present
Wells Fargo Advisors   July 2015 - Present
Wells Fargo  September 2014 - July 2015
Wells Fargo  January 2014 - August 2014
Keystone State Games   May 2012 - April 2013
Legion Security Services Inc   April 2010 - April 2013
University of Pennsylvania  April 2011 - April 2012
United Sports Training Center  May 2011 - August 2011
Philadelphia Eagles  August 2010 - January 2011

Skills
Customer Service, Event Management, Banking, Microsoft Office, Social Media, Management, Credit Cards, Sports Management, Sports Marketing, Event Planning, Sports, Ticket Sales, Sports Business, Game Operations, Wordpress, Website Development, Facilities Management, Retail Banking, Sales, Investments, Life Insurance, Consumer Lending, Home Equity Lines of..., Lines Of Credit, Credit, Retirement, Professional Phone...

Education
Temple University   2009 — 2012
Bachelor of Science, Sport and Recreation Management

Coughlin High School   2003 — 2007

Francesca Desforges Francesca Desforges Greater Boston Area Details
Francesca Desforges's Wells Fargo Advisors Experience May 2009 - September 2009
Job Sales Development Manager at Peach Company
Industry Marketing and Advertising
Experience
peach, inc.   July 2014 - Present
Bona Clara at Nutra Click   December 2012 - Present
Stella & Dot  October 2010 - Present
NutraClick (formerly Hungry Fish Media)   September 2012 - December 2012
Eat, Drink, Laugh Restaurant Group   November 2010 - September 2012
21st Amendment  September 2006 - December 2010
Brodeur Partners  September 2009 - June 2010
Newgrange Consulting Group   January 2010 - May 2010
Wells Fargo Advisors   May 2009 - September 2009
Best of Boston   January 2009 - May 2009

Skills
Union Square..., Inbound Marketing, Inbound Marketing..., Organizational..., New Business Development, Client Retention..., SPSS, Campaign Monitor, Google Analytics, Fishbowl, Twitter, Facebook, Wordpress, Photoshop, Social Selling, B2B, Direct Sales, Motivational Speaking, Newsletters, Marketing Strategy, Leadership Development, Training, Management, WordPress, Team Building, Event Planning, Professional Mentoring, E-commerce, Leadership

Education
Suffolk University - Sawyer Business School   2006 — 2010

Suffolk University
Bachelor of Science, Business Administration; Marketing

Tantasqua Regional High School   2002 — 2006
High School

Suffolk University
BSBA, Marketing and Finance; Business Finance Corporate Finance

Kristi Allick Kristi Allick Austin, Texas Area Details
Kristi Allick's Wells Fargo Advisors Experience March 2010 - October 2011
Job Financial Analyst
Industry Financial Services
Experience
Wells Fargo Advisors   March 2010 - October 2011
Wachovia Securities Financial Network  May 2006 - March 2009

Skills
Research, Microsoft Office, PowerPoint, Statistics, Microsoft Excel, Microsoft Word, Public Speaking, Higher Education, Data Analysis, Labview, C, Matlab, Analysis, Financial Modeling, Financial Analysis, Finance, Forecasting, Portfolio Management, Investments, Equities, Strategy, Trading, Derivatives, Financial Risk, Sales, Quantitative Analytics, Cash Flow, Financial Advisory, Risk Management, Commodity, Uniform Combined State..., Series 7, Series 63, 401k Rollovers, Economics, IRAs, Retirement Planning, Banking, FINRA, Asset Allocation, Retirement, Variable Annuities, Investment Advisory, 401k, Mutual Funds, Fixed Annuities, Strategic Financial..., 529 Plans, Investment Strategies, Securities

Education
Texas A&M University-Commerce   2012 — 2013
Master of Business Administration (MBA), Business Administration and Management, General

The University of Texas at El Paso   2004 — 2007
Bachelor of Business Administration (BBA), Finance, General

Steven Nothum Steven Nothum Greater St. Louis Area Details
Steven Nothum's Wells Fargo Advisors Experience September 2014 - Present
Job Finance Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   September 2014 - Present
Belden Inc.  March 2013 - August 2014
Belden Inc.  August 2011 - February 2013
Belden Inc.  July 2012 - August 2012
Belden Inc.  January 2011 - April 2011
Belden Inc.  June 2010 - August 2010
Buckingham Family of Financial Services  2005 - 2009
Buckingham Family of Financial Services  2003 - 2005

Skills
Strategic Financial..., Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Investments, Financial Reporting, Accounting, Financial Planning, Finance, Strategic Planning, Strategy, Analysis, Management, Forecasting

Education
Washington University in St. Louis - Olin Business School   2009 — 2011
MBA, Finance, Accounting

Taylor University   1999 — 2003
B.A., Economics

University of Oxford   2002 — 2002
N/A, European Union Economic Policy

Angelyn Russell Angelyn Russell Dallas/Fort Worth Area Details
Angelyn Russell's Wells Fargo Advisors Experience February 2011 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   February 2011 - Present
Morgan Stanley  August 1988 - February 2011

Skills
Retirement Planning, Risk Management, Investments, Insurance, Estate Planning, Finance, High Net Worth..., Mutual Funds, Charities, Due Diligence, Aligning Portfolio..., Portfolio Analysis,..., Ongoing Due Diligence, Tax Advantage Investing, Alternative..., Education Planning and..., Retirement Plans, Charitable Gifting, Insurance, including..., Estate Investment..., Portfolio Construction

Education
Texas A&M University   1980 — 1984
Bachelor of Business Administration, Finance

Cooper High School   1978 — 1980

Erica Van Ross Erica Van Ross Charlotte, North Carolina Details
Erica Van Ross's Wells Fargo Advisors Experience September 2011 - December 2013
Job Vice President of Communications for Philanthropy and Community Relations
Industry Public Relations and Communications
Experience
Wells Fargo  December 2013 - Present
Wells Fargo Advisors   September 2011 - December 2013
St. Louis Metropolitan Police Department  June 2008 - September 2011
KMOV-TV  November 2005 - May 2008
NewsChannel 9 WSYR  December 2003 - November 2005
WDAF-TV  October 2000 - March 2002

Skills
Media Relations, Public Relations, Project Management, Crisis Management, Corporate Videos, Internal Communications, Press Releases, Social Media, Journalism, Event Planning, Public Speaking, Ap Style, Event Management, Crisis Communications, Storytelling, Corporate Communications, Strategic Communications, Spokesperson, Broadcast Journalism, Public Affairs, Message Development, Creative Writing, Speech Writing, Newsletters

Education
Syracuse University   2002 — 2003
M.S.

The University of Kansas   1994 — 1999
B.A.

Sumner Academy of Arts & Science

Christie Mouton Christie Mouton Dallas/Fort Worth Area Details
Christie Mouton's Wells Fargo Advisors Experience October 2007 - March 2014
Job
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2014 - Present
Wells Fargo Advisors   October 2007 - March 2014
Edward Jones  July 1999 - October 2007

Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Data Entry, Outlook, Time Management, Event Planning, Team Building, Leadership, Marketing, Social Media, Finance

Education
Tarrant County College
Early Childhood Education and Teaching

David A. McBee, JR CTFA David A. McBee, JR CTFA Dallas/Fort Worth Area Details
David A. McBee, JR CTFA's Wells Fargo Advisors Experience June 1998 - Present
Job Managing Director Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   June 1998 - Present
Fina Oil & Chemical Company  April 1997 - May 1998
Phoenix Software Consultants   November 1995 - April 1997
McBee's T's Printing   January 1992 - May 1995

Skills
Investments, Asset Allocation, Retirement Planning, Retirement, Financial Advisory, Mutual Funds, Wealth Transfer, Wealth Planning, Wealth Strategies, Investment Planning

Education
Texas Tech University   1991 — 1995
BBA, Marketing / Management

Texas Tech University - Rawls College of Business   1991 — 1995
Business, Marketing

Lake Highlands High School   1988 — 1991

Edgar Arceo Edgar Arceo Houston, Texas Area Details
Edgar Arceo's Wells Fargo Advisors Experience October 2009 - June 2012
Job CEO at The Arceo Financial Group
Industry Financial Services
Experience
The Arceo Financial Group   July 2007 - Present
Wells Fargo Advisors   October 2009 - June 2012
Wells Fargo  October 2009 - June 2012

Skills
Strategic Financial..., Financial Analysis, Financial Services, Banking, Investments, Bible teaching, Personal Finance, Financial Advisory, Investment Advisory, Wealth Management, Retirement Planning, Finance, Mutual Funds, Series 7, Customer Service, Public Speaking, Financial Planning, Loan Origination, IRAs, Mortgage Lending

Education
Instituto Tecnológico y de Estudios Superiores de Monterrey   1994 — 1998
BS Economics, Economics/Finances

Alexander Leuser Alexander Leuser Philadelphia, Pennsylvania Details
Alexander Leuser's Wells Fargo Advisors Experience May 2015 - June 2015
Job Broker at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   May 2015 - June 2015
Karr Barth Associates/AXA Advisors   September 2014 - April 2015
The DeRosa Group   May 2012 - September 2012
Republican National Committee  June 2012 - August 2012
GoldenWest Management, Inc   January 2011 - May 2011

Skills
Real Estate, Real Estate Financing, Real Estate Transactions, Investment Properties, Management, Selling, Commercial Real Estate, Investors, Property, Brokerage, Google Adwords, Contract Negotiation, Property Management, Real Estate Economics, Getting Back in Touch, Sellers, Financial Analysis, Residential Homes, Valuation, Tenant, Disposition, Weebly, 1031 Exchanges, Lease Administration, Referrals, Strategic Planning, Negotiation, Income Properties, Sales, Marketing, Analysis, Commercial Real Estate..., Lease Negotiations, Real Estate License, Market Analysis, Social Networking, Time Management, Commercial Leasing, Real Estate Private..., Contract Management, Real Estate Investment..., Leadership, Investment Sales, Transaction Management, Entrepreneurship, Argus Modeling, Retail, Capital IQ, PowerPoint, Microsoft Word

Education
Temple University - Fox School of Business and Management   2010 — 2014
Bachelor of Business Administration (BBA), Economics

University of Arizona, Eller College of Management   2009 — 2010
Pre-Business

Benjamin Chuckrow Benjamin Chuckrow Saratoga Springs, New York Details
Benjamin Chuckrow's Wells Fargo Advisors Experience January 2001 - Present
Job Wells Fargo Advisors, LLC,Senior Vice President, Branch Manager, Saratoga Springs, NY
Industry Financial Services
Experience
Wells Fargo Advisors   January 2001 - Present
Morgan Stanley  August 1997 - January 2001
Paine Webber  July 1994 - August 1997
Oppenheimer & Co.   May 1987 - July 1994
Nathan & Lewis Securities  February 1984 - May 1987
Dreyfus  December 1983 - February 1985

Skills
Investments, Securities, Mutual Funds, Asset Allocation, Alternative Investments, Financial Advisory, Equities, Finance, Capital Markets, Hedge Funds, Private Equity, Derivatives, 401k, Options, High Net Worth..., Retirement Planning, Equity Trading, Insurance, Investment Strategies, Wealth Management..., Mergers, Venture Capital, Financial Services, Corporate Finance, estate planning services

Education
Syracuse University - Martin J. Whitman School of Management   1978 — 1982
BS, Marketing, Law & Public Policy, Economics

Niskayuna

Lori Polonsky Lori Polonsky Alexandria, Virginia Details
Lori Polonsky's Wells Fargo Advisors Experience February 2008 - Present
Job Client Associate at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors   February 2008 - Present

Skills
Asset Allocation, Securities, Retirement Planning, Mutual Funds, Investments, Equities, Strategic Planning

Education
Suffolk University   1987 — 1991
Bachelor of Science (BS), Business Administration and Management, General

Alexander Keegan Alexander Keegan Wilmington, Delaware Details
Alexander Keegan's Wells Fargo Advisors Experience April 2014 - Present
Job Client Associate at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   April 2014 - Present
United States Army Reserve  December 2011 - Present
Wells Fargo  October 2012 - April 2014
Market Edge  November 2011 - November 2013
US Army  June 2012 - October 2012
Temple University Army ROTC   September 2008 - May 2012
Billy Casper Golf  July 2009 - August 2011

Skills
Leadership, Training, Management, Time Management, Recruiting, Army, Customer Service, Logistics, Human Resources, Command, Sales, Public Relations, Microsoft Office, Military, CRM

Education
Temple University   2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing

Patrick Thuemmel Patrick Thuemmel United States Details
Patrick Thuemmel's Wells Fargo Advisors Experience August 2011 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors   August 2011 - Present
McGowanGroup Asset Management   June 2006 - August 2011
HD Vest  January 2005 - June 2006
PMI Mortgage Insurance Co.  1998 - 2002

Skills
Retirement Planning, Mutual Funds, Finance, Investments, Retirement, Risk Management, Equities, Financial Advisory, Securities, Credit, Asset Allocation, Wealth Planning, Strategic Planning, Portfolio Analysis

Education
Texas A&M University   1999 — 2003
Bachelor of Science, Economics

Andy Lewis Andy Lewis Houston, Texas Area Details
Andy Lewis's Wells Fargo Advisors Experience January 1999 - January 2000
Job Investment Management Professional experienced in equity research/analysis and trading
Industry Financial Services
Experience
Leapforce  July 2015 - Present
Lewis Asset Management   October 2010 - May 2015
Maverick Trading  December 2012 - January 2014
Cougar Investment Fund, LLC  January 2009 - September 2010
Morgan Stanley Smith Barney  January 2000 - April 2007
Wells Fargo Advisors   January 1999 - January 2000

Skills
Equities, Portfolio Management, Options, Trading, Valuation, Investment Strategies, Risk Management, Hedging, Equity Trading, Analysis, Asset Management, Investments, Investment Management, Equity Research, Financial Markets, Securities, Asset Allocation, Financial Analysis, Strategy, ETFs, Bloomberg

Education
University of Houston, C.T. Bauer College of Business   2008 — 2010
MBA, Certificate in Financial Services Management

Texas State University   1994 — 1998
Bachelor of Business Administration, Marketing

Nicholas Hall Nicholas Hall New York, New York Details
Nicholas Hall's Wells Fargo Advisors Experience June 2007 - August 2007
Job Wealth Management and Trading
Industry Financial Services
Experience
Maxim Group  July 2013 - Present
Citi  June 2008 - April 2013
Wells Fargo Advisors   June 2007 - August 2007
Deloitte & Touche  June 2005 - August 2006

Education
Syracuse University   2004 — 2008
Bachelors

Mendham High School   2000 — 2004

Lindsay Rios Lindsay Rios Glen Allen, Virginia Details
Lindsay Rios's Wells Fargo Advisors Experience January 2015 - Present
Job Financial Analyst, High AML Investigator, Model Risk Management.
Industry Financial Services
Experience
Wells Fargo Advisors   January 2015 - Present
Bank of America  2005 - Present

Skills
Management, Customer Relations, Bilingual Communications, Business Travel, Financial Services, International Business, Human Resources, Banking, Risk Management

Education
Strayer University
Master of Business Administration (M.B.A.), Human Resources Management/Personnel Administration, General

Jason Lane Jason Lane New York, New York Details
Jason Lane's Wells Fargo Advisors Experience December 2011 - Present
Job VP Investment Officer Wells Fargo Advisors LLC.
Industry Financial Services
Experience
Wells Fargo Advisors   December 2011 - Present
Merrill Lynch  December 2008 - September 2011
Morgan Stanley  May 2005 - December 2008
Assent LLC  December 2004 - May 2005

Skills
Investment Advisory, Equity Trading, Fixed Income Trading, Financial Advisory, Estate Planning, Wealth, Life Insurance, Fixed Annuities, Variable Annuities, Investments, Insurance, Loans, Wealth Management, Series 7, Alternative Investments, Securities, Asset Managment, Retirement Planning, Strategic Financial..., Equities, Asset Allocation, Portfolio Management, Retirement, Series 63, IRAs, Fixed Income, Asset Management, Investment Management, Mutual Funds, Investment Strategies, Trading, Finance, Hedge Funds, Bonds, Options, Financial Planners, Financial Services, Uniform Combined State..., Series 65, 401k, Private Equity, Valuation, Series 6, Capital Markets, ETFs, Investment Banking, Financial Planning, Corporate Strategy..., Management, Strategic Planning

Education
Syracuse University   1997 — 2001
BS, Information Management and Technology

Portledge School   1992 — 1996
Diploma, High School Diplomas and Certificates

Manorhaven School   1983 — 1989

Suzanne Robertson Suzanne Robertson Richmond, Virginia Area Details
Suzanne Robertson's Wells Fargo Advisors Experience March 2014 - Present
Job Business System Consultant at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors   March 2014 - Present
sm.robertson@comcast.net   October 2012 - March 2014
sm.robertson@comcast.net   January 2011 - October 2011
Sun Data Plus Group   July 2007 - November 2010
Sun DataPlus Group   June 2007 - November 2010
Apex Systems, Inc  June 2006 - June 2007
Focus Technology Consulting, LLC   October 2004 - June 2006
Configuration Management, Inc  July 2002 - April 2004
Blaze Software (Brokat Technologies, Inc)   January 2000 - January 2001
Prudential Investments  January 1997 - January 2000

Skills
SDLC, Business Analysis, Analysis, RUP, Process Engineering, Systems Analysis, Agile Methodologies, ITIL, Business Rules

Education
Temple University - Fox School of Business and Management
MBA, MIS

Temple University
Bachelor of Arts, Psychology

Doug Ummel Doug Ummel Bloomington, Indiana Area Details
Doug Ummel's Wells Fargo Advisors Experience January 2011 - Present
Job CFP®, SENIOR FINANCIAL ADVISOR at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   January 2011 - Present
Southwestern Company  September 2003 - January 2011

Education
Taylor University   1994 — 1998
Buisness, Finance

Christ Presbyterian Academy   1987 — 1994
5-12

Jennifer DePrato Jennifer DePrato Austin, Texas Area Details
Jennifer DePrato's Wells Fargo Advisors Experience January 2008 - June 2009
Job Accounting Manager
Industry Accounting
Experience
Accountant - Self-Employed  June 2012 - Present
Erickson Demel & Co, PC   December 2010 - May 2012
Virtus Real Estate   December 2009 - December 2010
Wells Fargo Advisors   January 2008 - June 2009
Wells Fargo Bank  August 2000 - August 2006

Skills
Quickbooks, Accounting, Excel, Bookkeeping, Banking, Accounts Payable, Accounts Receivable, General Ledger, Tax, Reconciliations, PowerPoint, Outlook, Microsoft Office, Customer Relations, Customer Service, Payroll, Credit, Account Executives, Microsoft Excel, QuickBooks, Account Reconciliation, Peachtree, Tax Preparation, Finance, Financial Analysis

Education
Texas State University   2009 — 2010
BBA, Accounting

Sean M Hennessey, CFP®, ChFC® Sean M Hennessey, CFP®, ChFC® Dallas/Fort Worth Area Details
Sean M Hennessey, CFP®, ChFC®'s Wells Fargo Advisors Experience June 2009 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   June 2009 - Present
Merrill Lynch  September 2006 - June 2009
Banc of America Investments  April 2001 - September 2006

Education
Texas Christian University
BBA, Finance

Michael Berlin Michael Berlin Greater Philadelphia Area Details
Michael Berlin's Wells Fargo Advisors Experience July 1998 - Present
Job SENIOR VICE PRESIDENT INVESTMENTS
Industry Financial Services
Experience
Wells Fargo Advisors   July 1998 - Present
RBC WEALTH MANAGEMENT  January 1998 - Present

Skills
Financial Analysis, Finance, Investments, Banking, Strategic Planning, Portfolio Management, Fixed Income, Mutual Funds, Series 7, Equities, Asset Management, Risk Management, Customer Service, Financial Services, Capital Markets

Education
Temple University   1967 — 1972
BS, Business Management

Temple University - Fox School of Business and Management
Bachelor's degree, BUSINESS MANAGEMENT / FINANCE, SETON HALL UNIVERSITY SOCIAL INTERACTION AND THE FINANCIAL ARENA

Scott Band Scott Band New York, New York Details
Scott Band's Wells Fargo Advisors Experience July 2009 - October 2009
Job Tax Manager at KPMG US
Industry Financial Services
Experience
KPMG US  October 2015 - Present
KPMG US  July 2014 - September 2015
Rothstein Kass  November 2009 - June 2014
Wells Fargo Advisors   July 2009 - October 2009
CB Richard Ellis  June 2007 - August 2007
Morgan Stanley Smith Barney  June 2006 - August 2006

Education
Syracuse University   2005 — 2009
B.S.

Laurence Mass Laurence Mass Wilmington, North Carolina Details
Laurence Mass's Wells Fargo Advisors Experience July 1992 - Present
Job Senior Vice President Investment Officer at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors   July 1992 - Present
United States Marine Corps  January 1988 - July 1991

Skills
Management, Finance, Investments, Wealth Management, Customer Service, Microsoft Office, Microsoft Excel, Leadership, Strategic Planning, Project Management

Education
Syracuse University   1983 — 1987
Bachelor’s Degree, Economics

Syracuse University - Maxwell School   1983 — 1987
Bachelor’s Degree, Policy Studies

Andrew Henk, CFP® Andrew Henk, CFP® Dallas/Fort Worth Area Details
Andrew Henk, CFP®'s Wells Fargo Advisors Experience August 2015 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Investment Management
Experience
Wells Fargo Advisors   August 2015 - Present
Merrill Lynch  February 2011 - August 2015
Eureka Holdings   May 2008 - August 2009

Skills
Finance, Financial Modeling, Financial Analysis, Valuation, Investments, Series 7, Corporate Finance, Asset Management, Portfolio Management, Investment Management

Education
Texas Christian University - M.J. Neeley School of Business   2006 — 2010
Bachelor, Business Administration; Finance; Accounting

Highland Park High School   2002 — 2006

Robert Krumholz Robert Krumholz Austin, Texas Details
Robert Krumholz's Wells Fargo Advisors Experience May 2001 - September 2015
Job Financial Advisor with OAKS Wealth Management Group
Industry Financial Services
Experience
Merrill Lynch  September 2015 - Present
Wells Fargo Advisors   May 2001 - September 2015
Salomon Smith Barney  May 1988 - May 2001

Education
University of Houston   1986 — 1986
BBA-Finance, Finance

The University of Texas at Austin   1980 — 1982
Accounting, Finance, &Management

Texas A&M University   1977 — 1979
Biology & Chemistry

Shaan Baren Shaan Baren Beverly Hills, California Details
Shaan Baren's Wells Fargo Advisors Experience May 2014 - August 2014
Job Investment Associate at LourdMurray
Industry Financial Services
Experience
LourdMurray  August 2015 - Present
LourdMurray  May 2015 - August 2015
Syracuse Chiefs  January 2015 - May 2015
Fresh Prints  December 2012 - May 2015
Wells Fargo Advisors   May 2014 - August 2014
Insurance and Estate Planning at Parq Advisors   May 2013 - July 2013
Los Angeles Kings  June 2012 - August 2012
BDA Sports  September 2009 - August 2010

Education
Syracuse University   2011 — 2015
Bachelor’s Degree, Sport Management Major; Finance Minor, Alumnus

Wildwood Secondary School   2004 — 2011
High School

UCLA Extension
Personal Financial Planning Accelerated Program

Jutta Black Jutta Black Washington D.C. Metro Area Details
Jutta Black's Wells Fargo Advisors Experience May 2015 - Present
Job GEICO Insurance Company
Industry Investment Banking
Experience
GEICO Insurance Company  August 2015 - Present
Wells Fargo Advisors   May 2015 - Present
Union First Market Bank  December 2012 - May 2014
Delta Air Lines  March 1991 - September 1991
Transportation Offce US Military   February 1988 - June 1991

Skills
Credit, Banking, Loans, Retail Banking, Consumer Lending, Credit Analysis, Mortgage Lending, Lines Of Credit, Deposits, Financial Analysis, Credit Risk, Cross Selling, Loan Origination, Branch Banking, Mortgage Banking, Finance, Financial Risk, Risk Management, Cash Management, Treasury Management, Home Equity Lines of..., Internet Banking, Credit Cards, Bank Secrecy Act, Security Clearance, Military Operations, Military, Intelligence Analysis, National Security, Military Experience, Operational Planning, DoD, Program Management, Defense, Weapons, Tactics

Education
Strayer University (VA)   2006 — 2007
Accounting

Gymnasium Bad Toelz Germany   1978 — 1983
Mittlere Reife, Sciene and Mathematics

Geoffrey LeSuer Geoffrey LeSuer Houston, Texas Area Details
Geoffrey LeSuer's Wells Fargo Advisors Experience April 2015 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   April 2015 - Present
BASF  October 2012 - April 2015
KBR, Inc.   December 2010 - September 2012
KBR, Inc.   November 2007 - November 2010
KBR, Inc.   September 2006 - October 2007
KBR, Inc.   December 2002 - August 2006
KBR, Inc.   December 2001 - November 2002
Jacobs Engineering  December 2000 - November 2001
KBR, Inc.   August 1999 - September 2000
Kellogg Brown and Root pty ltd  May 1999 - July 1999

Education
University of St. Thomas (TX)   2003 — 2006
MBA, Finance

Texas A&M University   1993 — 1998
B.S., Construction Science

Kenneth Dogan Kenneth Dogan Philadelphia, Pennsylvania Details
Kenneth Dogan's Wells Fargo Advisors Experience September 2009 - September 2010
Job Regulatory Specialist Comcast Corporate
Industry Consumer Services
Experience
Comcast Cable  June 2015 - Present
Comcast Business  February 2014 - June 2015
Comcast Cable  October 2012 - February 2014
Wells Fargo Advisors   September 2009 - September 2010
Advanta Bank Corp.  August 2007 - September 2008

Skills
Call Center..., Customer Service, Customer Satisfaction, Customer Retention, Call Centers, Customer Experience, Team Leadership, Telecommunications, Team Building, Leadership, CRM, Sales, Microsoft Office, Process Improvement, Management, Training, Account Management, Time Management, Coaching, Troubleshooting

Education
Strayer University-Pennsylvania   2013 — 2015
Associate of Arts (A.A.), Business Administration and Management, General

Ryan Arrington Ryan Arrington Dallas/Fort Worth Area Details
Ryan Arrington's Wells Fargo Advisors Experience November 2014 - Present
Job Financial Advisor, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   November 2014 - Present
TD Ameritrade  January 2014 - November 2014
TD Ameritrade  January 2012 - December 2013

Skills
Investments, Financial Analysis, Risk Management, Financial Services, Mutual Funds, Leadership, Insurance

Education
Texas Tech University   2005 — 2009
Bachelor's Degree, Finance

Amanda Marra Amanda Marra Wilmington, Delaware Details
Amanda Marra's Wells Fargo Advisors Experience June 2013 - August 2015
Job Business Development Assistant at The Glenmede Trust Company, N.A.
Industry Financial Services
Experience
The Glenmede Trust Company, N.A.   August 2015 - Present
Wells Fargo Advisors   June 2013 - August 2015

Skills
Efficiency, Client Service, Productivity, Leadership, Technology, Management, PowerPoint, Microsoft Office, Microsoft Excel, Research, Team Leadership, Teamwork, Microsoft Word, Social Networking, Customer Service

Education
Temple University
Bachelor's Degree, Psychology

Christian Dodard Christian Dodard Fort Lauderdale, Florida Details
Christian Dodard's Wells Fargo Advisors Experience April 2012 - March 2013
Job Branch Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo  October 2013 - Present
ASTRA/CFX Logistics  April 2013 - September 2013
Wells Fargo Advisors   April 2012 - March 2013
Wells Fargo  April 2012 - March 2013
CBG Financial Group  September 2010 - March 2012

Skills
Cross Selling, Microsoft Office, Financial Analysis, Risk Management, Customer Service, Microsoft Excel, PowerPoint, Budgets, Corporate Finance, Outlook, Process Improvement, Management, Team Building, Sales, Negotiation, Insurance, Banking, Credit, Loans, Investments, Social Media, Leadership, Strategic Planning

Education
Strayer University-Florida
Bachelor of Business Administration (BBA), Accounting and Finance

Lycee Alexandre Dumas
Baccalaureate in Science, Science

FINRA (Financial Industry Regulatory Authority)
Series 7 License - General Securities, Investments and Securities

FINRA (Financial Industry Regulatory Authority)
2-14 : Life and Variable Annuities license, Investments and Securities

FINRA (Financial Industry Regulatory Authority)
Series 63 License - Uniform Security Agent State Law, Investments and Securities

S.A.F.E Mortgage license

Casey Edmondson Casey Edmondson Newport News, Virginia Details
Casey Edmondson's Wells Fargo Advisors Experience February 2014 - Present
Job Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   February 2014 - Present
Wells Fargo Home Mortgage  March 2013 - November 2013
Texas Roadhouse  May 2010 - May 2013
Divaris Real Estate  July 2012 - September 2012

Skills
Banking, Mortgage Lending, Customer Service, Time Management, Microsoft Excel, Sales, PowerPoint, Microsoft Word, Microsoft Office, Leadership, Financial Analysis, Teamwork, Event Planning, Public Speaking, Social Media

Education
Old Dominion University - College of Business and Public Administration   2008 — 2012
Bachelor of Science in Business Administration, Finance; Concentration in Real Estate

Marcelo D. Mills Marcelo D. Mills Orange County, California Area Details
Marcelo D. Mills's Wells Fargo Advisors Experience April 2010 - November 2011
Job Vice President, Business Banker II, Commercial Banking at First Citizens Bank
Industry Banking
Experience
First Citizens Bank  September 2015 - Present
JPMorgan Chase  October 2013 - September 2015
Seal Beach Chamber of Commerce   September 2013 - August 2015
JPMorgan Chase  November 2011 - October 2013
Wells Fargo Advisors   April 2010 - November 2011
Wells Fargo  February 2010 - February 2011
MIlls Autosports, Inc.   July 2009 - December 2009
Spectrum Motorsports   June 2006 - June 2009

Skills
Loans, Credit, Banking, Retirement Planning, Commercial Lending, Cash Flow, Small Business Lending, Finance, Small Business, Leadership Development, Credit Analysis, Loan Origination, Commercial Banking, Lines Of Credit, Sales, Financial Services, Branch Management, Strategic Financial..., Private Banking, Wealth Management..., Relationship Management, Cross Selling, Commercial Mortgages, Underwriting, Portfolio Management, Cash Management, Retail Banking, SBA, Refinance, Financial Analysis, Treasury Management, Asset Management

Education
Texas A&M University-Commerce   2002 — 2005
Bachelor of Business Administration (BBA)

Bryon Knoble Bryon Knoble Baltimore, Maryland Area Details
Bryon Knoble's Wells Fargo Advisors Experience January 2015 - Present
Job Financial Advisor, CRPC® at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   January 2015 - Present
Bank of America Merrill Lynch  August 2010 - January 2015

Skills
Retirement Planning, Investment Advisory, Investment Strategies, Estate Planning, 401k, 401k Rollovers, Traditional IRA, Roth IRA, Simple IRA, Financial Planning, Financial Advisory

Education
Temple University - Fox School of Business and Management   1987 — 1990
Bachelor of Arts (B.A.), Finance & Economics

Bethlehem Catholic High School   1979 — 1983

Jason Dawson Jason Dawson Greater New York City Area Details
Jason Dawson's Wells Fargo Advisors Experience 2010 - 2010
Job Sales Manager at The Recruiting Division
Industry Staffing and Recruiting
Experience
The Recruiting Division  July 2014 - Present
Toastmasters  July 2013 - June 2014
TEKsystems  May 2011 - June 2014
Wells Fargo Advisors   2010 - 2010

Skills
Staff Augmentation, Technical Recruiting, Recruiting, Applicant Tracking..., Staffing Services, Internet Recruiting, Sourcing, Contract Recruitment, Benefits Negotiation, Talent Acquisition, Screening, Screening Resumes, College Recruiting, Temporary Placement, IT Recruitment, Information Technology, Onboarding, Networking, Interviews, Human Resources, Vendor Management, Executive Search, Temporary Staffing, Cold Calling, Building Relationships, Business Networking, Permanent Placement, Leadership, Employee Relations, Personnel Management, PeopleSoft, Hiring, Talent Management, Account Management, CRM, Resume Writing, Resource Management, Time Management, SDLC, Consulting, System Administration, Training, Management, IT Solutions, Professional Services, Employee Training, Performance Management, Outsourcing, Infrastructure, Business Development

Education
Susquehanna University   2007 — 2011
Bachelor of Science Business Administration, Marketing

Rutgers Prep   2002 — 2007

Trent Alton Birdsong, CPWA®, CIMA®, CFP® Trent Alton Birdsong, CPWA®, CIMA®, CFP® Houston, Texas Area Details
Trent Alton Birdsong, CPWA®, CIMA®, CFP®'s Wells Fargo Advisors Experience December 2014 - Present
Job Financial Advisor | Managing Director Investments Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   December 2014 - Present
UBS Financial Services, Inc.   February 2007 - December 2014
Merrill Lynch  1999 - 2007
Salomon Smith Barney  2001 - 2002
Oppenheimer & Co.   1995 - 1999

Skills
Financial Planning, Investment Advisory, Portfolio Management, Tax Management, Risk Management, Credit and Lending, Estate Planning, Executive Services, Concentrated Stock..., College Education..., Wealth Management, Investments, Asset Allocation, Asset Management, Alternative Investments

Education
The University of Chicago - Booth School of Business   2009 — 2009
CPWA®, Certified Private Wealth Advisor

University of Pennsylvania - The Wharton School   2006 — 2006
CIMA®, Certified Investment Managment Analyst

Texas A&M University - Mays Business School   1990 — 1994
BBA, Management

Ariel Kleinsmith Ariel Kleinsmith Anchorage, Alaska Area Details
Ariel Kleinsmith's Wells Fargo Advisors Experience January 2014 - Present
Job Brokerage Associate at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   January 2014 - Present
Wells Fargo  January 2013 - Present
Team Go Figure Inc.   January 2012 - June 2012
Tilt Theory LLC.  August 2010 - January 2012
Pizza Lounge   October 2009 - January 2011
Texas Eight Ball   September 2008 - January 2010

Skills
Marketing, Online Marketing, Sales, Leadership, Social Media, Customer Service, Management, Sales Operations, Training, Social Media Marketing, Marketing Strategy, New Business Development, Budgets, CRM, Advertising, Event Planning, Social Networking, Email Marketing, Account Management, Retail, Public Relations, Cold Calling, Event Management, Marketing Communications, Public Speaking, Microsoft Office, Trade Shows, Facebook, Online Advertising, Lead Generation, B2B, Budget, Investment Banking, Series 6, Series 63, Life & Health Insurance...

Education
Texas Woman's University   2005 — 2009
BA, Child Development

Tarrant County College   2005 — 2007
Associates, General Studies

Juel Collins Juel Collins Greater St. Louis Area Details
Juel Collins's Wells Fargo Advisors Experience August 2014 - May 2015
Job Business Analyst, Project Coordinator, Data Analyst
Industry Information Technology and Services
Experience
Charter Communications  May 2015 - August 2015
Wells Fargo Advisors   August 2014 - May 2015
Colorado Technical University  April 2013 - June 2014
SAIC  October 2012 - April 2013
Scitor Corporation  January 2007 - December 2009
US Navy  January 2005 - November 2006
US Navy  September 2003 - December 2005
US Navy  August 2000 - September 2003
US Navy  March 1997 - August 2000
US Navy  March 1995 - March 1997

Skills
Unix, Google Earth, SIGINT, Intelligence, Military, Intelligence Community, Signals Intelligence, Reconnaissance, JWICS, SIPRNET, Intelligence Analysis, Security Clearance, Command & Control, Analysis, Integration, GCCS, Military Experience, Cryptanalysis, Geospatial Intelligence, Signal Processing, Requirements Analysis, Data Analysis, Leadership, DoD, National Security, Military Operations, Navy, Security, C4ISR, Defense, Operational Planning, Force Protection, Government, Top Secret, Surveillance, Program Management, Training, Information Technology, Visio, Microsoft Office, Government Contracting, Information Assurance, Management, Project Management, Command, Problem Solving, Team Leadership, Systems Engineering, Process Improvement, Networking

Education
Colorado Technical University   2012 — 2014
Masters of Business Administration (MBA), Technology Management

Strayer University (VA)   2010 — 2012
Bachelor of Business Administration (B.B.A.), Management

University of Phoenix   2004 — 2006
Associates of Arts, Technical Studies

United States Navy Cryptologic Training Schools   1997 — 1997
Military "A" school, 9141 EA-279/EA-280 ; 9102 National OpELINT

Joshua Haschke Joshua Haschke Austin, Texas Area Details
Joshua Haschke's Wells Fargo Advisors Experience June 2005 - March 2006
Job Regional Account Manager at Hylan Shoes Company, LLC
Industry Medical Devices
Experience
Hylan Shoes Company, LLC   August 2015 - Present
Alma Lasers  April 2014 - May 2015
River Deep Immersion Subject English   January 2014 - May 2015
Al Khaleej Training and Education & Shaqra University   March 2013 - August 2013
Phoenix Associates  May 2010 - May 2012
I.E.S Japan   August 2009 - May 2012
O.T.C Japan   March 2008 - March 2010
Pioneer Wealth Management Group   April 2006 - July 2009
Nova Group Japan  January 2007 - December 2007
Wells Fargo Advisors   June 2005 - March 2006

Skills
PowerPoint, Social Media, Event Planning, Higher Education, Research, Curriculum Design, Curriculum Development, Project Management, Microsoft Excel, Public Speaking, Staff Development, Microsoft Office, Teaching, Microsoft Word, Customer Service, Non-profits, Educational Leadership, Data Analysis, Tutoring, Budgets, English, Public Relations, Strategic Planning, Editing, WordPress, Keynote, Apple Numbers, Apple Pages, iWork, Management, Nonprofits, Program Management, Employee Training, Entrepreneurship, Marketing, Event Management, Team Building

Education
Texas State University-San Marcos   1998 — 2002
Bachelor of Science (BS), Biology, General

Daniel J Hennigan Daniel J Hennigan Syracuse, New York Details
Daniel J Hennigan's Wells Fargo Advisors Experience March 2008 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   March 2008 - Present
Morgan Stanley Smith Barney  March 2000 - March 2008
Merrill Lynch  March 1992 - March 2000

Education
Syracuse University - Martin J. Whitman School of Management   1982 — 1986
BS, Marking/Finance

Barbara Webster Barbara Webster Lubbock, Texas Details
Barbara Webster's Wells Fargo Advisors Experience October 2008 - June 2009
Job Barbara L. Webster, CFP(R) BLW Financial Risk Consultant
Industry Insurance
Experience
BLW Financial Risk Consultant   October 2014 - Present
Aflac  March 2013 - Present
Legal Shield  August 2014 - Present
National Farm Life   September 2014 - Present
EIS Eldercare   October 2014 - Present
Wells Fargo Advisors   October 2008 - June 2009
Wachovia Securities Financial Network  January 2008 - October 2008
A. G. Edwards & Sons   August 1998 - January 2008
Merrill Lynch  May 1987 - August 1998
Various Investment Advisory Firms   October 1969 - May 1987

Skills
Financial risk..., life and heath..., Life Insurance, Disability Insurance, Term Life Insurance, Insurance, Health Insurance, Claim, Employee Benefits, Whole Life, Critical Illness, Accident Insurance, Dental Insurance, Vision Insurance, hospital supplemental..., Medicare Supplements, Legal Service Contract..., Identity Theft Solutions

Education
Texas Tech University

David Fikac David Fikac Cypress, Texas Details
David Fikac's Wells Fargo Advisors Experience July 2007 - July 2008
Job Market Sales Manager at mophie
Industry Consumer Electronics
Experience
mophie  July 2013 - Present
MarketSource Inc.  January 2012 - July 2013
T-Mobile  December 2010 - January 2012
Wells Fargo  July 2008 - December 2010
Wells Fargo Advisors   July 2007 - July 2008
Wells Fargo  April 2006 - July 2007
Wells Fargo  November 2004 - April 2006
Wells Fargo  May 2004 - November 2004
Wells Fargo  February 2004 - May 2004

Skills
Business Development, Leadership, Management, Sales Operations, Training, Direct Sales, Hiring, Retail Banking, Sales, Coaching, Program Management, Budgets, Customer Service, Retail

Education
Texas Tech University   1999 — 2003
Finance, General

Austin Community College   1998 — 1999
Business Administration and Management, General

The University of Texas at Austin   1997 — 1998
Computer Science

Angela Beamon Angela Beamon Cincinnati, Ohio Details
Angela Beamon's Wells Fargo Advisors Experience May 2007 - August 2012
Job Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual  Seeking Public OfficeCincinnati City Council CandidateJuly 2012 - May 2014
Western & Southern  2014 - 2014
Wells Fargo Advisors   May 2007 - August 2012

Skills
Excellent Written and..., Financial Advisory, Organizational..., Customer Satisfaction, Customer Oriented, Event Management, Direct Marketing, Mortgage Lending, Finance, Customer Service, Credit, Sales, Retirement Planning, Strategic Financial..., Insurance, Asset Allocation, Series 7, Banking, Mutual Funds, Securities, Retirement, Loans, Residential Mortgages, Management, Retail Banking, Coaching, Team Building, Cold Calling, VA loans, FHA financing, Loan Origination, Financial Modeling, New Business Development, Entrepreneurship, Saving for Education, Business Strategy, Mortgage Servicing, Team Leadership, Refinance, Sales Management, Mortgage Banking, 401k, Investments, Small Business, Financial Planning

Education
Tennessee State University   2000 — 2004
Banking, Corporate, Finance, and Securities Law

Walnut Hills High School   1994 — 1999

Hani Al-Masri Hani Al-Masri Houston, Texas Details
Hani Al-Masri's Wells Fargo Advisors Experience July 2015 - Present
Job Financial Consultant
Industry Banking
Experience
Wells Fargo Advisors   July 2015 - Present
Wells Fargo  July 2014 - Present
Wells Fargo  January 2012 - June 2014
Home Floors Co   February 2013 - July 2013
Fry's Electronics  February 2010 - February 2012

Skills
Banking, Cross Selling, Retail Banking, Customer Service, Financial Analysis, Sales, Management, Finance, Credit, Process Improvement, Training, Loans, Consumer Lending, Credit Analysis, Financial Planning, Accounting, Relationship Management

Education
Tarrant County College   2009 — 2012
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies, 3.52

Lance Cobb Lance Cobb Dallas/Fort Worth Area Details
Lance Cobb's Wells Fargo Advisors Experience 2012 — Present
Job First Vice President - Investment Officer at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   2012 — Present
Morgan Stanley Smith Barney  February 1987 — December 2012

Skills
Asset Allocation, Investments, Finance, Financial Advisory, Securities, Fixed Income, Mutual Funds, Retirement, 401k Rollovers, Alternative Investments, Financial Analysis, Retirement Planning, Asset Management, Exchange Traded Funds, Investment Strategies, Risk Management, Bonds, Estate Planning, Equities, Financial Services, Financial Modeling. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC

Education
University of Denver   1966 — 1969
Masters of Science, Physics (also, major in business), 2.25-GPA on 3 point system

Texas A&M University   1962 — 1966
Bachelor of Science (B.S.), Physics, 3.3

Pooja Chawla Pooja Chawla Princeton, New Jersey Details
Pooja Chawla's Wells Fargo Advisors Experience December 2008 - February 2012
Job Investment Management Specialist
Industry Investment Management
Experience
Wells Fargo Private Bank  February 2012 - Present
Wells Fargo Advisors   December 2008 - February 2012
Morgan Stanley Wealth Management  June 2008 - November 2008
Morgan Stanley Wealth Management  May 2007 - May 2008

Skills
Wealth Management..., Investment Strategies, Investments, Investment Advisory, Alternative Investments, Asset Allocation, High Net Worth..., Institutional..., Charitable Gift Planning, Charitable Remainder..., Foundations, Mutual Funds, ETFs, Private Equity, Equity Trading, Hedge Funds, Portfolio Management, Manage Client..., Retirement Planning, 401k Rollovers, Concentrated Stock..., Financial Advisory, Fixed Income Strategies, Multi-generational..., Relationship Management, Finance, Investment Management, Wealth Management, Financial Analysis, Asset Management, Banking, Series 7, Financial Services, Equity Valuation, FactSet, Morningstar, Due Diligence, Trust Services, Equities, Risk Management, Securities, Microsoft Office, Financial Planning, Fixed Income

Education
Temple University - Fox School of Business and Management   2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance and Real Estate

Council Rock   2000 — 2004

Michelle Y. Hunt Michelle Y. Hunt Richmond, Virginia Area Details
Michelle Y. Hunt's Wells Fargo Advisors Experience December 2007 - September 2011
Job Taxation
Industry Accounting
Experience
H&R Block  September 2013 - Present
AECOM  March 2015 - July 2015
Bon Secours Richmond General Accounting   October 2013 - March 2015
Wells Fargo Advisors   December 2007 - September 2011
Wachovia Securities (now Wellls Fargo Advisors)   August 2003 - December 2007

Skills
Microsoft Excel, Process Improvement, Customer Service, Account Reconciliation, Outlook, Banking, Training, Microsoft Word, Administrative..., Project Management, General Ledger, Securities, Time Management, Office Management, Journal Entries, Supervisory Skills, SalesForce, Back Office, Policies and Procedures, Staff Management, Travel Arrangements, Business Continuity, Tax Preparation, Oracle Projects, Bank Reconciliation, Concur, Microsoft Powerpoint, Travel and Expense...

Education
Strayer University   2009 — 2010
Masters of Science, Accounting (Taxation)

Strayer University   2005 — 2008
Bachelors of Science, Accounting

Felicia Hicks Petersen Felicia Hicks Petersen Sherman, Texas Details
Felicia Hicks Petersen's Wells Fargo Advisors Experience May 2008 - May 2010
Job Senior Teller at American Bank of Texas
Industry Financial Services
Experience
American Bank of Texas  May 2015 - Present
Rodan + Fields Dermatologists  September 2014 - Present
American Bank of Texas  June 2013 - May 2015
American Bank of Texas  October 2012 - June 2013
Massage By Felicia   March 2004 - February 2012
Bruin Development Inc   May 2010 - January 2012
Wells Fargo Advisors   May 2008 - May 2010
American Bank of Texas, N.A.   October 2006 - April 2008

Skills
Customer Relations, Microsoft Office, Quickbooks, Banking, Customer Service, Excel, Fundraising, Organizing, Retail, Social Media, Accounts Payable, Budgets, Loans, Microsoft Excel, Microsoft Word, Outlook, Team Building, QuickBooks, Training

Education
A New Beginning School of Massage   2003 — 2004
Licensed Massage Therapist, Massage Therapy

Tarleton State University   1995 — 1996
Pre Pharmacy

Trinity Valley Community College   1993 — 1995
Pre Pharmacy

Michelle Whiteaker Michelle Whiteaker Cookeville, Tennessee Details
Michelle Whiteaker's Wells Fargo Advisors Experience September 2000 - September 2011
Job Wealth Advisor at MapleCross Wealth Management, LLC
Industry Financial Services
Experience
MapleCross Wealth Management, LLC Commonwealth Financial Network   September 2011 - Present
Wells Fargo Advisors   September 2000 - September 2011
JC Bradford & Co  September 1996 - September 2000

Skills
Financial Advisory, Wealth Management, Retirement Planning, Retirement Savings, Asset Allocation, Asset Management, Mutual Funds, Variable Annuities, Estate Planning, 401k Rollovers, Qualified Retirement..., Investment Advisory, Portfolio Management

Education
Tennessee Technological University   1990 — 1995
Bachelor of Science (B.S.), Business Administration and Management, General

Robert Michael Tomlinson Robert Michael Tomlinson Los Angeles, California Details
Robert Michael Tomlinson's Wells Fargo Advisors Experience September 2009 - Present
Job Senior Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   September 2009 - Present

Skills
Retirement Planning, Series 7, Wealth Management, Investments, Investment Advisory, Strategic Financial..., Asset Allocation, Portfolio Management, Securities, Retirement, Equities, Fixed Income, 401k Rollovers, Financial Advisory, Investment Strategies, Series 66

Education
Temple University
Master of Fine Arts (MFA)

Phillip Jordan, CFP®, ADPA® Phillip Jordan, CFP®, ADPA® Charlotte, North Carolina Details
Phillip Jordan, CFP®, ADPA®'s Wells Fargo Advisors Experience March 2012 - Present
Job Associate Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   March 2012 - Present
Edward Jones  November 2000 - March 2012
Neiman Marcus  January 1991 - October 2000

Skills
Investments, Finance, Fixed Income, Retirement, Asset Allocation, Mutual Funds, Financial Services, Asset Management, Estate Planning, Retirement Planning

Education
Texas A&M University   1986 — 1990
Marketing

Adam Levensohn Adam Levensohn Bentonville, Arkansas Details
Adam Levensohn's Wells Fargo Advisors Experience July 2010 - August 2010
Job Associate at NewRoad Ventures
Industry Venture Capital & Private Equity
Experience
NewRoad Ventures   July 2015 - Present
Deloitte  January 2015 - July 2015
Accenture  January 2014 - December 2014
Accenture  April 2012 - January 2014
PFSweb  June 2011 - April 2012
Texas Tech University  August 2009 - June 2011
Wells Fargo Advisors   July 2010 - August 2010

Skills
Management, Customer Service, E-commerce, Accounting, Microsoft Excel, Microsoft Office, Data Analysis, Business Analysis, Process Improvement, Analysis, Financial Analysis, PowerPoint

Education
Texas Tech University   2008 — 2011

Texas Tech University - Rawls College of Business   2008 — 2011
B.B.A, Finance

Brad Vineyard Brad Vineyard Plano, Texas Details
Brad Vineyard'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  April 2000 - September 2007

Education
University of Central Oklahoma   1998 — 1999
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law

Texas Tech University   1997 — 1998
Banking, Corporate, Finance, and Securities Law

John Vidlak John Vidlak Atlanta, Georgia Details
John Vidlak's Wells Fargo Advisors Experience January 2010 - January 2012
Job Chief Technology Officer Wholesale Bank at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust  March 2015 - Present
HSBC Holdings   November 2013 - March 2015
HSBC North America  June 2012 - October 2013
HSBC  January 2012 - August 2012
Wells Fargo Advisors   January 2010 - January 2012
Wachovia Securities  June 2007 - December 2009
Wachovia Bank, N.A.   April 2001 - May 2007
Wachovia Bank, N.A.   January 1999 - March 2001

Skills
IT Strategy, Risk Management, Banking, Capital Markets, Strategy, Process Improvement, Investment Banking, Financial Services, Leadership, Finance, Program Management, Vendor Management, Business Process, Securities, Portfolio Management, Wealth Management, Fixed Income, Mergers & Acquisitions, CRM, Governance, Credit Risk, Management, Integration, Cash Management, Operational Risk..., Loans

Education
Old Dominion University - College of Business and Public Administration   1981 — 1984
Bachelor of Science, Management Information Systems

Virginia Polytechnic Institute and State University   1974 — 1979
Bachelor of Arts, Physical Geography

Debbie Marchant Debbie Marchant Greater St. Louis Area Details
Debbie Marchant's Wells Fargo Advisors Experience October 2011 - September 2013
Job Senior Project Manager at TDK Technologies St. Louis IT, Web & Digital Marketing Consulting
Industry Banking
Experience
TDK Technologies - St. Louis IT, Web & Digital Marketing Consulting   September 2013 - Present
Wells Fargo Advisors   October 2011 - September 2013
Wells Fargo Home Mortgage  2005 - November 2011
Jerome Group, LLC   2004 - 2005
KeyBank  2002 - 2004
Key Commercial Real Estate   1998 - 2004
Emerson Electric Corporation   1998 - 1998
Bank of America  1987 - 1998
Mobil Oil  1980 - 1986

Skills
Project Management, Management, Team Leadership, Software Development, Databases, SharePoint, Cross-functional Team..., SQL, Business Analysis, Business Process..., Disaster Recovery, CRM, Requirements Analysis, Process Improvement, SDLC, Telecommunications, Project Planning, Data Warehousing, Testing, Analysis

Education
Webster University   1997 — 2001
MA, Management

Texas A&M University-Kingsville   1976 — 1980
BBA, Electronic Data Processing

Gilbert Shin Gilbert Shin Greater St. Louis Area Details
Gilbert Shin's Wells Fargo Advisors Experience January 2011 - May 2011
Job Procurement Category Manager at SunEdison
Industry Semiconductors
Experience
SunEdison  June 2011 - Present
OLIN MBA school in Washington University in St. Louis   June 2010 - May 2012
Wells Fargo Advisors   January 2011 - May 2011
VERITAS EDUCATION & CAREER CONSULTING   September 2008 - June 2010
LG CNS (Consulting and Solutions) Co., Ltd.   January 2004 - September 2008
service in Korean Army   December 1997 - February 2000

Skills
Management Consulting, Negotiation, Consultancy, Supply Chain Management, Analysis, Business Intelligence, Data Warehousing, ETL, OLAP, Supply Chain, Procurement, Strategic Sourcing, Business Analysis, Leadership, Project Management, Strategy, Management, Business Process, Analytics, CRM

Education
Washington University in St. Louis   2010 — 2012
Master, Master of Business Administration

Sungkyunkwan University   1997 — 2004
Bachelor of Science, Systems Management Engineering

Youth with a mission   2002 — 2002
DTS

Randy Andersen Randy Andersen Lakeland, Florida Area Details
Randy Andersen's Wells Fargo Advisors Experience January 1991 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   January 1991 - Present
Morgan Stanley  November 1985 - January 1991

Education
Texas Lutheran University   1978 — 1981
Bachelor's degree, Finance, General

Andrew McGrath, CFP® Andrew McGrath, CFP® Dallas/Fort Worth Area Details
Andrew McGrath, CFP®'s Wells Fargo Advisors Experience September 2001 - May 2007
Job First Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  October 2011 - Present
Morgan Stanley Smith Barney  May 2007 - October 2011
Wells Fargo Advisors   September 2001 - May 2007

Skills
Series 7, Wealth Management, Uniform Combined State..., Alternative Investments, Loans, Investment Management, Asset Management, Equities, Asset Allocation, Portfolio Management, Investments, Investment Advisory, Estate Planning, Strategic Financial..., Retirement Planning, Series 63, Mutual Funds

Education
Texas Tech University   1997 — 2001
Finance

Guillermo Garsed Guillermo Garsed Richmond, Virginia Area Details
Guillermo Garsed's Wells Fargo Advisors Experience November 2011 - Present
Job International Compliance Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   November 2011 - Present
Wells Fargo Advisors   June 2010 - Present
Wells Fargo Advisors, LLC  April 2007 - June 2010
Wells Fargo Advisors, LLC  2007 - 2009
Janus Funds  October 2004 - March 2007
Janus  2004 - 2007
A.G. Edwards   June 2001 - October 2004
Lee Hecht Harrison  1998 - 2002

Skills
Leadership, Management, Business Intelligence, Series 7, Strategy

Education
University of Denver   2001 — 2003
MBA, Finance

University of Oregon   1994 — 1997
MS, International Studies

Tecnológico de Monterrey   1990 — 1995
BS, Communications

American School Foundation, Mexico City   1977 — 1988

Roper Fields Roper Fields Greater Nashville Area Details
Roper Fields's Wells Fargo Advisors Experience August 1999 - Present
Job First Vice President Investments Officer Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   August 1999 - Present
Prudential Securities  September 1995 - July 1999
BeneSys, Inc.   March 1993 - September 1995

Skills
Investments, Mutual Funds, Retirement Planning, 401k, Asset Allocation, Financial Advisory, Retirement, Investment Strategies, Alternative Investments, Financial Analysis, Finance, Securities, Hedge Funds

Education
Tennessee Technological University   1986 — 1992

Kimberly McQueen Kimberly McQueen Saint Louis, Missouri Details
Kimberly McQueen's Wells Fargo Advisors Experience July 2006 - January 2012
Job Senior Compliance Analyst | Regulatory Inquiries, Exams & Outreach at Stifel
Industry Financial Services
Experience
Stifel Financial Corp.  October 2014 - Present
LPL Financial  August 2013 - September 2014
Home  January 2012 - August 2013
Wells Fargo Advisors   July 2006 - January 2012
Wachovia Securities, LLC (predecessor firm of Wells Fargo Advisors, LLC)   December 2004 - June 2006
VHA  September 2003 - November 2004
UBS  July 2002 - July 2003

Education
Texas Tech University   1997 — 2001
B.S., Financial Planning

Brownwood High School

Brownwood High School

James Pacheco James Pacheco Cherry Hill, New Jersey Details
James Pacheco's Wells Fargo Advisors Experience April 2008 - Present
Job Financial Advisor, Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   April 2008 - Present

Skills
Investments, Insurance, Retirement Planning, Financial Advisory, Retirement, Asset Allocation, Mutual Funds, Securities, Investment Strategies, 401k Rollovers

Education
Temple University   1985 — 1988

Bernadine Loftin Bernadine Loftin Chesapeake, Virginia Details
Bernadine Loftin's Wells Fargo Advisors Experience 1991 - October 2011
Job VP/Strategy Consultant at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank  October 2011 - Present
Wachovia  May 1991 - October 2011
Wells Fargo Advisors   1991 - October 2011

Skills
Project Management, Strategic Planning, Six Sigma, Process Improvement, Banking, Strategic Financial..., Program Management, Operations Management, Building Relationships, Employee Management, Operational Efficiency, Strategic Sourcing, Procurement Outsourcing, Global Strategy, Global Sourcing

Education
Strayer University (VA)
Bachelor's Degree, Business Administration/Management/Finance, 4.0

Lynn Andersen Lynn Andersen Lakeland, Florida Area Details
Lynn Andersen's Wells Fargo Advisors Experience February 2004 - Present
Job Volleyball Coach at St. Paul Lutheran School, Lakeland, FL and Director of St. Paul Volleyball
Industry Sports
Experience
Wells Fargo Advisors   February 2004 - Present
St. Paul Lutheran School, Lakeland, FL   August 2000 - Present

Skills
Volleyball Coaching and..., Marketing, Tournament Director, Public Speaking, Event Planning, Strategic Planning, Customer Service, Marketing Strategy, Team Building, Fundraising, Budgets, Leadership, Social Media, Sales, PowerPoint, Coaching, New Business Development, Sponsorship, Strength Training

Education
Texas Lutheran University   1978 — 1982
Bachelor’s Degree, Management and Marketing

Texas Lutheran University   1978 — 1982
Bachelor’s Degree, Marketing/Marketing Management, General

Randy Milby Randy Milby Waterloo, Iowa Area Details
Randy Milby's Wells Fargo Advisors Experience June 2014 - September 2015
Job Employment Seeker
Industry Financial Services
Experience
Wells Fargo Advisors   June 2014 - September 2015
Edward Jones  November 2010 - November 2012
Continental Airlines  March 2004 - October 2010

Skills
Customer Service, Retirement Planning, Leadership, Mutual Funds, Financial Advisory, Life Insurance, Bonds, Insurance, Investments, Retirement, Marketing Strategy, Social Media, Microsoft Office, Marketing, Public Relations, Social Media Marketing, Event Planning

Education
Texas Tech University
Business Administration and Management, General

Lisa Breslin Lisa Breslin Greater Philadelphia Area Details
Lisa Breslin's Wells Fargo Advisors Experience 2002 - Present
Job Market Administrator at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   2002 - Present
Salomon Smith Barney  1991 - 2002

Education
Temple University

Rick Garton Rick Garton Fort Wayne, Indiana Area Details
Rick Garton's Wells Fargo Advisors Experience June 2002 - June 2007
Job Partner at Garton Pate Financial Advisors
Industry Financial Services
Experience
Markle Financial   December 2012 - Present
Garton Pate Financial Advisors   December 2012 - Present
MarkleFinancial   June 2008 - December 2012
Wells Fargo Advisors   June 2002 - June 2007

Skills
Entrepreneurship, Small Business, Start-ups, Business Strategy, New Business Development, Marketing Strategy, Strategic Planning, Marketing, Investments, Coaching, Management Consulting, Social Media Marketing

Education
St. Francis University Fort Wayne Indiana   1975 — 1976
Masters, Mathematics

Taylor University   1968 — 1973
BS and BA degree, Education / Mathematics/ Christian Education

Travis Enloe Travis Enloe McAllen, Texas Area Details
Travis Enloe's Wells Fargo Advisors Experience May 2008 - February 2010
Job Finance and accounting professional
Industry Accounting
Experience
Lone Star Shredding & Document Storage   March 2014 - Present
El Divino Dining & Cocktails   September 2012 - September 2013
Rockin E Personal Chef Services   July 2012 - September 2012
Smith, Fankhouser, Voigt, & Watson   November 2011 - April 2012
Wells Fargo Advisors   May 2008 - February 2010
The Wild Olive Cafe   November 2005 - October 2007
Alliance Capital  July 2004 - October 2005
Washington Mutual  November 2002 - July 2004
US Navy  July 1988 - July 1992

Skills
Accounting, Budgets, Management, Business Planning, Microsoft Excel, Strategic Planning, New Business Development, Strategic Financial..., Financial Analysis, Uniform Combined State..., Mutual Funds, Financial Modeling, Bonds, Valuation, Finance

Education
The University of Texas-Pan American   2011 — 2012
Masters, Accounting

Texas State University   1999 — 2002
BBA, Finance & Economics

Tom Canale Tom Canale Greater New York City Area Details
Tom Canale's Wells Fargo Advisors Experience December 1993 - May 1995
Job Sr Prime Brokerage Margin ManagerVP at Scotia Capital
Industry Financial Services
Experience
Scotia Capital  January 2011 - Present
UBS Inv. Bank   April 1998 - February 2011
Bear Stearns Securities Corp  May 1995 - April 1998
Bear Stearns  February 1995 - April 1998
Wells Fargo Advisors   December 1993 - May 1995

Education
Temple University - Fox School of Business and Management
BBA, Management

John Zografos John Zografos Greater New York City Area Details
John Zografos's Wells Fargo Advisors Experience February 2002 - Present
Job Financial Advisors at Wells Fargo Advisors
Industry Investment Management
Experience
Wells Fargo Advisors   February 2002 - Present

Education
Syracuse University   1973 — 1977
BS, Journalism

James Evertson James Evertson San Antonio, Texas Area Details
James Evertson's Wells Fargo Advisors Experience November 2010 - Present
Job Private Banker at Wells Fargo
Industry Banking
Experience
Wells Fargo  November 2010 - Present
Wells Fargo Advisors   November 2010 - Present

Education
The University of Texas at San Antonio   2011 — 2014
Master of Business Administration (MBA), Finance, General, 3.91

Texas A&M University   2001 — 2005
BA, Business Management

Beth Zucker, MBA, CFP®, CDFA Beth Zucker, MBA, CFP®, CDFA Greater Philadelphia Area Details
Beth Zucker, MBA, CFP®, CDFA's Wells Fargo Advisors Experience 1999 - Present
Job First Vice President at Zucker Berne Lieberman Financial Consulting Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   1999 - Present
Merrill Lynch  1991 - 1999

Skills
Retirement, Securities, Retirement Planning, 401k Rollovers, Fixed Annuities, Insurance, Asset Allocation, Investment Strategies, Asset Management, Alternative Investments, Investment Advisory, Financial Services, 401k

Education
Temple University - Fox School of Business and Management
MBA, International Finance

Liz Worsnop, CIMA® Liz Worsnop, CIMA® Houston, Texas Area Details
Liz Worsnop, CIMA®'s Wells Fargo Advisors Experience April 2015 - Present
Job WBS Productivity Consultant
Industry Financial Services
Experience
Wells Fargo Advisors   April 2015 - Present
Wells Fargo Advisors   January 2014 - June 2014
Wells Fargo Advisors   June 2008 - December 2013
Raymond James Financial Inc.  March 2008 - June 2008
Morgan Keegan  September 2001 - March 2008
UBS  1998 - 2001

Skills
Strategic Financial..., Investments, Series 7, Series 63, Wealth Management, Retirement Planning, Uniform Combined State..., Mutual Funds, Investment Advisory, Risk Management, Series 65, Separately Managed..., Salesforce.com, Asset Based Lending, Asset Allocation, Financial Advisory, Alternative Investments, Financial Planning, Finance, Securities, Portfolio Management, Financial Services, Asset Management, Retirement, Equities

Education
Texas A&M University   1990 — 1994
BBA, Marketing & Management

Alexandra Johns Alexandra Johns Barre, Vermont Details
Alexandra Johns's Wells Fargo Advisors Experience June 2014 - Present
Job Branch Administrator at Wells Fargo Advisors Financial Network, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   June 2014 - Present
Vermont State Employees Credit Union  January 2012 - February 2014
Broker/Dealer in Vermont   November 2011 - September 2012
American Eagle Outfitters  March 2009 - April 2011
A.G. Edwards & Sons, Inc.   September 2004 - August 2007

Skills
Access, Microsoft Excel, PowerPoint, Sales, Finance, Microsoft Office, Microsoft Word, Customer Service, Time Management, Marketing, Facebook, Social Media

Education
Suffolk University   2007 — 2011
BSBA, Finance and Management

Suffolk University - Sawyer School of Management   2007 — 2011
Bachelor of Science in Business Administration, Finance and Management

Catherine Morrison-Stokely Catherine Morrison-Stokely San Antonio, Texas Area Details
Catherine Morrison-Stokely's Wells Fargo Advisors Experience July 2014 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   July 2014 - Present
Morgan Stanley Wealth Management  June 1999 - July 2014
Bank of America  1994 - 1999

Skills
Financial Advisory, Investment Strategies, College Education..., Retirement Planning, Tax Efficient Strategies, Wealth Preservation, Asset Allocation, Strategic Planning

Education
Texas State University-San Marcos   1984 — 1988
BBA, Finance

Norma Segal Norma Segal Miami/Fort Lauderdale Area Details
Norma Segal's Wells Fargo Advisors Experience June 1999 - October 2000
Job Manager, Classification & Compensation at The School Board of Broward County, FL
Industry Human Resources
Experience
The School Board of Broward County, FL   January 2003 - Present
The School Board of Broward County, FL   January 2003 - December 2003
VALIC/AIG   November 2000 - December 2002
Wells Fargo Advisors   June 1999 - October 2000
Rooms To Go  October 1995 - June 1999
Fowler Furniture   July 1994 - August 1995
Tennessee Valley Authority  July 1991 - July 1994
PHH Fleet America   October 1987 - June 1991
PHH Corp   October 1983 - October 1987
Philip Morris, International  August 1980 - October 1983

Skills
HRIS, Human Resources, Leadership, Management, Policy

Education
State University of New York at
MBA, Human Resource Management

Temple University
BS, Education; music

Jeremy Levin Jeremy Levin Greater Philadelphia Area Details
Jeremy Levin's Wells Fargo Advisors Experience October 2010 - March 2012
Job Investment Officer at The Haverford Trust Company
Industry Investment Management
Experience
The Haverford Trust Company  June 2014 - Present
Customers Bank  January 2013 - June 2014
Citi  April 2012 - February 2013
Wells Fargo Advisors   October 2010 - March 2012
McBee Associates, Inc.   August 2009 - June 2010

Skills
Series 6 License, Notary Public, Mutual Funds, Series 63 License, Medallion Stamp..., Wealth Management, Fixed Income, Equities, Trusts, Series 7, Series 63, Investments

Education
Temple University   2005 — 2009
B.A., Finance

Danielle Mask Danielle Mask Dallas/Fort Worth Area Details
Danielle Mask's Wells Fargo Advisors Experience March 2012 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   March 2012 - Present
Edward Jones  2009 - 2012
State Farm  2008 - 2009

Education
Texas State University   2003 — 2007
Bachelor's Degree, Marketing

Evan Purvis Evan Purvis Midland, Texas Details
Evan Purvis's Wells Fargo Advisors Experience May 2010 - October 2011
Job Energy
Industry Oil & Energy
Experience
West Texas H2O   March 2014 - Present
Independent Petroleum Landman  January 2013 - May 2013
Bell Supply Company  November 2011 - November 2012
Wells Fargo Advisors   May 2010 - October 2011

Skills
Microsoft Excel, Microsoft Office, Customer Service, Investments, Process Improvement, PowerPoint, Strategy, Analysis, Contract Negotiation, Research, Sales, Financial Analysis, New Business Development, Negotiation, Strategic Planning, Marketing, Energy, Business Strategy, Account Management, Operations Management, Project Planning, Leadership

Education
Texas Tech University
Bachelor of General Studies:, Business, Psychology & English

Dan Sandiford Dan Sandiford Richmond, Virginia Area Details
Dan Sandiford's Wells Fargo Advisors Experience October 2011 - Present
Job BB&T Investment Counselor
Industry Banking
Experience
BB&T Investment Services  2014 - Present
Wells Fargo Advisors   October 2011 - Present
SunTrust Bank  April 2001 - September 2002

Skills
Banking, Financial Management, Investments, Partner Relationship..., Retirement Planning, Managerial Finance, Portfolio Management, Partner Management, Wealth Management, Financial Services, Finance, Mutual Funds

Education
Syracuse University
BA, Russian Studies and Economics (Dual degree)

Virginia Commonwealth University
MBA, Management and Finance

Seton Catholic

Brian Derx Brian Derx Houston, Texas Details
Brian Derx's Wells Fargo Advisors Experience November 1979 - December 2011
Job Retired from Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   November 1979 - December 2011

Education
Texas A&M University

john wyke john wyke Pittsburgh, Pennsylvania Details
john wyke's Wells Fargo Advisors Experience June 2011 - August 2011
Job Student at Susquehanna University
Industry Financial Services
Experience
Wells Fargo Advisors   June 2011 - August 2011
The Home Depot  March 2008 - July 2008

Education
Susquehanna University   2008 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General

Cathy Bright Cathy Bright Richmond, Virginia Details
Cathy Bright's Wells Fargo Advisors Experience December 2008 - July 2009
Job Transactional Activity Remediation (TAR) Consultant at Landesbank BadenWürttemberg
Industry Investment Banking
Experience
Landesbank Baden-Württemberg  September 2013 - Present
Citi  September 2012 - September 2012
FDIC, USA   April 2012 - August 2012
Citibank  September 2011 - December 2011
Huron Consulting Group  August 2010 - August 2010
Thompson, Cobb, Bazilio and Associates, PC   April 2010 - May 2010
Wells Fargo Advisors   December 2008 - July 2009
Wachovia Securities Financial Network  January 2006 - November 2008

Skills
Accounting, Excel, Personnel Supervision..., Brokerage operations, AML/KYC/BSA, Management-banking, Investments, Banking, Brokers, Microsoft Excel, Recruiting, Management, Business Analysis, Financial Modeling, Financial Risk, Risk Management, Analysis, Financial Services, Mergers, Finance, Due Diligence, Consulting, Securities

Education
Strayer University (VA)   2004 — 2007
Master of Business Administration (MBA), Business Management

Austin Peay State University   1994 — 1997
BBA, Accounting

Robert C Kaufman Robert C Kaufman Belleville, Illinois Details
Robert C Kaufman's Wells Fargo Advisors Experience August 1992 - Present
Job clerk at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   August 1992 - Present

Skills
Outlook, Microsoft Excel, Banking, PowerPoint, Microsoft Word, Customer Service, Data Entry, Access, Microsoft Office, Securities, Series 7, Investments, Financial Analysis, Credit

Education
Texas A&M University   1987 — 1991
Business Analysis, Computer Science

Roshanda Brown Roshanda Brown Richmond, Virginia Details
Roshanda Brown's Wells Fargo Advisors Experience March 2014 - Present
Job Middle Office Service Group at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   March 2014 - Present
Wells Fargo Advisors   September 2012 - Present
Wells Fargo Advisors   September 2008 - Present
DHL  October 2007 - October 2008
Selective Insurance Company  October 2006 - October 2007

Skills
Customer Service, Finance, Time Management, Invoicing, Sales, Policy, Research, Microsoft Excel, Outlook, Process Improvement, Microsoft Office, Access, Real Estate, Microsoft Word, PowerPoint, Software Documentation

Education
Strayer University (VA)   2012 — 2014
Bachelor of Business Admin, Major - BBA Legal Studies

Omar Schoffield Omar Schoffield Houston, Texas Details
Omar Schoffield's Wells Fargo Advisors Experience February 2012 - Present
Job Personal Banker at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   February 2012 - Present
Bank of America  October 2009 - February 2012

Skills
Wealth Management, Retirement Planning, Banking, Loans, Credit, Mutual Funds, Strategic Financial..., Consumer Lending, Financial Analysis, Small Business Lending, Securities, Credit Analysis, Investment Advisory, Retirement

Education
Texas Southern University   2005 — 2007

Michael H. Rosenberg Michael H. Rosenberg Philadelphia, Pennsylvania Details
Michael H. Rosenberg's Wells Fargo Advisors Experience June 2011 - March 2013
Job Sales Team Leader at Connect America
Industry Medical Devices
Experience
Connect America  February 2012 - Present
Wells Fargo Advisors   June 2011 - March 2013

Skills
Cold Calling, Salesforce.com, Sales Operations, Sales Management, Customer Service, Customer Retention, Account Management, New Business Development, Call Centers

Education
Temple University   2008 — 2011
Bachelor of Arts (B.A.), Broadcasting, Telecommunications and Mass Media

Gregg Lazarescu Gregg Lazarescu Greater New York City Area Details
Gregg Lazarescu's Wells Fargo Advisors Experience June 2012 - Present
Job Managing Director Investments, Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   June 2012 - Present
Morgan Stanley  February 2006 - June 2012
JPMorgan Chase & Co.   1994 - February 2006

Education
Syracuse University   1987 — 1992
Bachelor’s Degree, Economics

Cedar Ridge High School   1983 — 1987

clyde white clyde white Sandy Hook, Virginia Details
clyde white's Wells Fargo Advisors Experience 2005 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo Advisors   2005 - 2013

Education
Strayer University (VA)   2006 — 2011
Bachelor of Business Administration (BBA), Business Administration and Management, General - Minor in Marketing, 3.0

mark trevillian mark trevillian Little Rock, Arkansas Details
mark trevillian's Wells Fargo Advisors Experience May 2011 - March 2013
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo Advisors   May 2011 - March 2013
Wells Fargo Advisors   October 1990 - March 2013
Wells Fargo Advisors   October 1990 - March 2013
Wells Fargo Advisors   1990 - 2013
Wells Fargo Advisors   October 1990 - October 2003

Education
Texas A&M University
Bachelor's Degree, Psychology and Sociology

Michele Mannion Michele Mannion Jensen Beach, Florida Details
Michele Mannion's Wells Fargo Advisors Experience November 2013 - Present
Job Store Sales Manager at Perfumania
Industry Retail
Experience
Wells Fargo Advisors   November 2013 - Present
Perfumania, Inc   August 2008 - November 2013
Anthony’s Custom Closets   July 2006 - August 2008
JPH Services, Inc   July 2004 - July 2006
Aegis Communications  September 2002 - July 2004

Education
Suffolk County Community College
Liberal Arts, Business and Oral Communications

Center Moriches Jr./Sr. High School
High School Diploma; Diploma

keleyn moody keleyn moody Haltom City, Texas Details
keleyn moody's Wells Fargo Advisors Experience January 2012 - May 2013
Job manager at Dublin Square Irish Pub & Restaurant
Industry Restaurants
Experience
Dublin Square Irish Pub & Restaurant  June 2013 - Present
Wells Fargo Advisors   January 2012 - May 2013
united recreation center   August 2009 - September 2011

Skills
Computer Proficiency, Management, Sales, Marketing, Customer Service

Education
Tarrant County College   2007 — 2013
buisnecc and criminal justice

haltom high school   2003 — 2007
high school diploma

lawrence schade lawrence schade Norristown, Pennsylvania Details
lawrence schade's Wells Fargo Advisors Experience March 2013 - Present
Job Licensed Business Banker at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   March 2013 - Present
Cottage Street Foundation   March 1989 - October 2014
Wells Fargo Advisors   2008 - 2013
schade's   September 1988 - June 2006

Skills
Loans, Banking, Customer Service, Finance, Mortgage Lending, Investments, Financial Services, Relationship Management

Education
Temple University - Fox School of Business and Management   1980 — 1985
BBS, Economics

New Hope Solebury High School

Elliot Schwartz Elliot Schwartz Columbus, Georgia Details
Elliot Schwartz's Wells Fargo Advisors Experience February 1997 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Investment Management
Experience
Wells Fargo Advisors   February 1997 - Present

Skills
Investments, Mutual Funds, Asset Allocation, Financial Services

Education
Syracuse University - Martin J. Whitman School of Management   1969 — 1973
Bachelor of Science (BS), Marketing and Personnel and Industrial Relations

Columbia High School Maplewood,New Jersey   1967 — 1969

Craig McCrindle Craig McCrindle Tucson, Arizona Details
Craig McCrindle's Wells Fargo Advisors Experience May 2008 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   May 2008 - Present
RiverSource  July 2007 - May 2008
Transamerica  May 2001 - July 2007
United States Marine Corps  1989 - 1994

Skills
Asset Allocation, Retirement Planning, Investments, Mutual Funds, Wealth Management, Retirement, Series 7, Series 63, Financial Advisory, Investment Strategies, Finance, Portfolio Management, Fixed Annuities, 401k, Investment Advisory, Insurance, Financial Services, Alternative Investments

Education
Texas A&M University   1984 — 1988
Bachelor of Arts (B.A.), Politcal Science

Andrew Weber, CFA Andrew Weber, CFA New York, New York Details
Andrew Weber, CFA's Wells Fargo Advisors Experience June 2008 - Present
Job Financial Advisor at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors   June 2008 - Present
Stony Brook University  2006 - 2008

Skills
Investments, Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, Equities, Fixed Income, Institutional Sales, Finance, Bloomberg

Education
Stony Brook University   2004 — 2008
Bachelor of Science (B.S.), Health Science

Wall Street Prep
Financial & Valuation Modeling Training Program, Completed & Passed Exam

Aaron Ralston Aaron Ralston Victoria, Texas Area Details
Aaron Ralston's Wells Fargo Advisors Experience June 2006 - Present
Job Financial Advisor, Assistant Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   June 2006 - Present

Skills
Planning For Retirement, Retirement Plans, IRAs, IRA Rollovers, Roth IRAs and..., Simplified Employee..., SIMPLE Plans for Small..., 401(k), Pension, and...

Education
Texas Tech University   2001 — 2006
Bachelor’s Degree, Financial Planning and Services

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