Wells Fargo Advisors
Industry: Subsidiary
DescriptionWells Fargo Advisors is a subsidiary of Wells Fargo, located in St Louis, Missouri. It is the ninth largest brokerage firm in the United States as of August 17, 2017 with $490 billion retail client assets under management. Headquarters: St. Louis, Missouri, United States Number of employees: 15,000 Advisors Parent organization: Wells Fargo Founded: 4 September 2001 Total assets: 490 billion USD Subsidiaries: Wachovia Securities (Argentina) LLC (Buenos Aires Argentina),
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7,010 Wells Fargo Advisors employees in database. Find out everything there's to know about Wells Fargo Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Advisors Employees
Wells Fargo Advisors 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
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
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)
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
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
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
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
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
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
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.)
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
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)
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
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
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
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
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
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.)
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
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
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
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
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)
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
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
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
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
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
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
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
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
RBC Wealth Management November 2006 - Present
Wells Fargo Advisors April 1998 - April 2006
Education
Texas State University
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
Wells Fargo Advisors January 1991 - Present
Morgan Stanley November 1985 - January 1991
Education
Texas Lutheran University 1978 — 1981
Bachelor's degree, Finance, General
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
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
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
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
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
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
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
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
Wells Fargo Advisors 2002 - Present
Salomon Smith Barney 1991 - 2002
Education
Temple University
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
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
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
Wells Fargo Advisors February 2002 - Present
Education
Syracuse University 1973 — 1977
BS, Journalism
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
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
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
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
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
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
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
Wells Fargo Advisors March 2012 - Present
Edward Jones 2009 - 2012
State Farm 2008 - 2009
Education
Texas State University 2003 — 2007
Bachelor's Degree, Marketing
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
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
Wells Fargo Advisors November 1979 - December 2011
Education
Texas A&M University
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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