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),
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.
Wells Fargo Advisors Salaries. You can even request information on how much does Wells Fargo Advisors pay if you want to. Learn about salaries, pros and cons of working for Wells Fargo Advisors directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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®'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
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
Michael Englehart, CLU®, CFP® Michael Englehart, CLU®, CFP®'s Wells Fargo Advisors Experience February 2009 - Present
Job Associate Vice President Investment Officer for Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors February 2009 - Present
Morgan Stanley Smith Barney December 2006 - February 2009
Legg Mason July 2001 - December 2006
Skills
Asset Allocation, 401k Rollovers, Fixed Income Strategies, Insurance, investment planning, Investment Strategies, stock analysis, tax efficient strategies
Education
The American College 1996 — 1999
CFP, Finance
Wells Fargo Advisors February 2009 - Present
Morgan Stanley Smith Barney December 2006 - February 2009
Legg Mason July 2001 - December 2006
Skills
Asset Allocation, 401k Rollovers, Fixed Income Strategies, Insurance, investment planning, Investment Strategies, stock analysis, tax efficient strategies
Education
The American College 1996 — 1999
CFP, Finance
Thomas Leonhardt Thomas Leonhardt's Wells Fargo Advisors Experience September 2014 - January 2015
Job Financial Advisor Intern at Wells Fargo Advisors
Industry Financial Services
Experience
Bloomberg LP September 2015 - Present
Wells Fargo Advisors September 2014 - January 2015
Porter Group June 2014 - August 2014
Skills
Microsoft Excel, Microsoft Word, PowerPoint, SPSS, Social Media, Business Development, Leadership, Social Media Marketing, Marketing Strategy, Recruiting, Account Management, Research, New Business Development
Education
The College of New Jersey 2011 — 2015
Bachelor's Degree, Economics, GPA 3.57
Bloomberg LP September 2015 - Present
Wells Fargo Advisors September 2014 - January 2015
Porter Group June 2014 - August 2014
Skills
Microsoft Excel, Microsoft Word, PowerPoint, SPSS, Social Media, Business Development, Leadership, Social Media Marketing, Marketing Strategy, Recruiting, Account Management, Research, New Business Development
Education
The College of New Jersey 2011 — 2015
Bachelor's Degree, Economics, GPA 3.57
Michelle Siri-Beyzak Michelle Siri-Beyzak's Wells Fargo Advisors Experience February 1986 - Present
Job Managing Director, Business Solutions
Industry Financial Services
Experience
Wells Fargo Advisors February 1986 - Present
Skills
Merger integration, High performing teams, Building Relationships, Culture Change, Process Improvement, Organizational Design, Equity and option..., Fixed income trading..., Alternative investment..., Mutual fund operations, Security Clearance, International Operations, Offshoring, Call Center, Service Delivery, Operating Budgets, Risk Management
Education
The College of New Jersey 1977 — 1981
Wells Fargo Advisors February 1986 - Present
Skills
Merger integration, High performing teams, Building Relationships, Culture Change, Process Improvement, Organizational Design, Equity and option..., Fixed income trading..., Alternative investment..., Mutual fund operations, Security Clearance, International Operations, Offshoring, Call Center, Service Delivery, Operating Budgets, Risk Management
Education
The College of New Jersey 1977 — 1981
Sarah Margaret Pittman Sarah Margaret Pittman's Wells Fargo Advisors Experience May 2013 - June 2013
Job Restructuring Analyst at Alvarez & Marsal
Industry Financial Services
Experience
Alvarez & Marsal June 2014 - Present
Rebsamen Trust Portfolio Management August 2013 - May 2014
Arvest Fixed Income August 2013 - May 2014
Wells Fargo Advisors May 2013 - June 2013
Walton College External Relations January 2012 - May 2012
Coppell Family YMCA May 2010 - January 2011
Skills
Microsoft Excel, Teamwork, International Relations, Databases, Financial Analysis, Investments, PowerPoint, Microsoft Word, Finance, Financial Modeling, Analysis, Accounting, Microsoft Office, Writing, Creative Writing, Economics, International Economics, Leadership, Customer Service
Education
University of Arkansas at Fayetteville 2010 — 2014
B.S.B.A., Finance major, Economics and English minors
London School of Economics and Political Science
Economics, A+
Consortium Institute of Management and Business Administration
Alvarez & Marsal June 2014 - Present
Rebsamen Trust Portfolio Management August 2013 - May 2014
Arvest Fixed Income August 2013 - May 2014
Wells Fargo Advisors May 2013 - June 2013
Walton College External Relations January 2012 - May 2012
Coppell Family YMCA May 2010 - January 2011
Skills
Microsoft Excel, Teamwork, International Relations, Databases, Financial Analysis, Investments, PowerPoint, Microsoft Word, Finance, Financial Modeling, Analysis, Accounting, Microsoft Office, Writing, Creative Writing, Economics, International Economics, Leadership, Customer Service
Education
University of Arkansas at Fayetteville 2010 — 2014
B.S.B.A., Finance major, Economics and English minors
London School of Economics and Political Science
Economics, A+
Consortium Institute of Management and Business Administration
Lisa Desler Lisa Desler's Wells Fargo Advisors Experience February 1999 - May 2003
Job VicePresident at The KeyState Companies
Industry Financial Services
Experience
The KeyState Companies October 2011 - Present
BMO Harris Bank April 2007 - September 2011
Brown Investment Advisory LLC June 2003 - October 2004
Wells Fargo Advisors February 1999 - May 2003
Wells Fargo Advisors February 1995 - January 1999
Skills
Financial Modeling, Portfolio Management, Finance, Forecasting, ALM, Variance Analysis, Interest Rate Risk..., Risk Management, Financial Analysis, Cash Flow Forecasting, Equities, Financial Services, Internal Audit, Product Management, Cash Flow, Cash Management, Due Diligence, Financial Risk, Securities, Financial Metrics, Excel, Previously held: FINRA..., Asset Liability..., Stress Testing, EVOE
Education
The George Washington University 1996 — 1999
Master of Science (M.S.), Finance
The University of Maryland 1991 — 1994
Bachelor of Arts (B.A.), Economics
The KeyState Companies October 2011 - Present
BMO Harris Bank April 2007 - September 2011
Brown Investment Advisory LLC June 2003 - October 2004
Wells Fargo Advisors February 1999 - May 2003
Wells Fargo Advisors February 1995 - January 1999
Skills
Financial Modeling, Portfolio Management, Finance, Forecasting, ALM, Variance Analysis, Interest Rate Risk..., Risk Management, Financial Analysis, Cash Flow Forecasting, Equities, Financial Services, Internal Audit, Product Management, Cash Flow, Cash Management, Due Diligence, Financial Risk, Securities, Financial Metrics, Excel, Previously held: FINRA..., Asset Liability..., Stress Testing, EVOE
Education
The George Washington University 1996 — 1999
Master of Science (M.S.), Finance
The University of Maryland 1991 — 1994
Bachelor of Arts (B.A.), Economics
David Broadwell David Broadwell's Wells Fargo Advisors Experience November 2014 - April 2015
Job Investment Specialist, J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Asset Management April 2015 - Present
J.P. Morgan Asset Management April 2015 - Present
Wells Fargo Advisors November 2014 - April 2015
The Ayco Company, L.P., Goldman Sachs April 2011 - May 2014
Key Bank July 2009 - April 2011
TD Bank April 2009 - August 2009
Strategies for Wealth April 2008 - August 2008
Merrill Lynch August 2007 - December 2007
Skills
Investments, Strategic Financial..., Portfolio Management, Wealth Management, Finance, Asset Allocation, Financial Analysis, Retirement Planning, Insurance, Life Insurance, Financial Risk, Cash Flow, Wealth, Mutual Funds, Investment Strategies, Equities, Fixed Income, Wealth Transfer...
Education
The College of Saint Rose 2009 — 2011
MBA, Business Administration, 3.93
The College of Saint Rose 2005 — 2009
Bachelors of Science, Business Administration
J.P. Morgan Asset Management April 2015 - Present
J.P. Morgan Asset Management April 2015 - Present
Wells Fargo Advisors November 2014 - April 2015
The Ayco Company, L.P., Goldman Sachs April 2011 - May 2014
Key Bank July 2009 - April 2011
TD Bank April 2009 - August 2009
Strategies for Wealth April 2008 - August 2008
Merrill Lynch August 2007 - December 2007
Skills
Investments, Strategic Financial..., Portfolio Management, Wealth Management, Finance, Asset Allocation, Financial Analysis, Retirement Planning, Insurance, Life Insurance, Financial Risk, Cash Flow, Wealth, Mutual Funds, Investment Strategies, Equities, Fixed Income, Wealth Transfer...
Education
The College of Saint Rose 2009 — 2011
MBA, Business Administration, 3.93
The College of Saint Rose 2005 — 2009
Bachelors of Science, Business Administration
Sameer Iqbal's Wells Fargo Advisors Experience May 2010 - December 2010
Job Fixed Income at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2013 - Present
J.P. Morgan May 2012 - August 2012
The Rock Creek Group May 2011 - April 2012
HIT LIST NOW LLC May 2009 - September 2011
Wells Fargo Advisors May 2010 - December 2010
Skills
Investments, Finance, Bloomberg, Portfolio Management, Capital Markets, Fixed Income, Microsoft Excel, Microsoft Office, Financial Modeling, Chartered Financial..., Hedge Funds, Strategy
Education
The George Washington University - School of Business 2009 — 2013
Bachelor of Business Administration, Finance and Economics, 3.696
winston churchill high school
winston churchill high school
J.P. Morgan July 2013 - Present
J.P. Morgan May 2012 - August 2012
The Rock Creek Group May 2011 - April 2012
HIT LIST NOW LLC May 2009 - September 2011
Wells Fargo Advisors May 2010 - December 2010
Skills
Investments, Finance, Bloomberg, Portfolio Management, Capital Markets, Fixed Income, Microsoft Excel, Microsoft Office, Financial Modeling, Chartered Financial..., Hedge Funds, Strategy
Education
The George Washington University - School of Business 2009 — 2013
Bachelor of Business Administration, Finance and Economics, 3.696
winston churchill high school
winston churchill high school
Mark Stanfield's Wells Fargo Advisors Experience August 2013 - September 2014
Job Business System Consultant
Industry Information Technology and Services
Experience
Fusion.com July 2015 - Present
Virginia Retirement System September 2014 - July 2015
Wells Fargo Advisors August 2013 - September 2014
Capital One October 2008 - June 2013
COSS Development Corporation February 2006 - July 2008
FANtastic Memories, LLC June 2005 - February 2006
First Protective Insurance Group April 2004 - June 2005
Protective Life January 2000 - April 2004
Pittman Financial Partners 1997 - 1999
Skills
Business Analysis, Creative Problem Solving, Requirements Analysis, Integration, Requirements Gathering, Spreadsheets, PowerPoint, Microsoft Excel, Outlook, Management, Data Analysis, Continuing Education, Research, Team Building, PeopleSoft, Insurance, Vendor Management, Risk Management, Business Requirements, SDLC, Business Intelligence, SOA, Process Improvement, Collaborative, Pivot Tables, People Skills, Organization Skills, Public Speaking, Non-profit Volunteer, Communication, Collaboration, Customer-focused, Innovativeness, Building Connections, Contact Management, Microsoft Word, RequisitePro, Visio, Access, RAM, Salesforce.com, FrontPage, Adobe Acrobat, CRM, HTML, Systems Analysis, Financial Services, Agile Methodologies, Software Documentation, Project Portfolio...
Education
University of Alabama at Birmingham 1990 — 1997
BS, Finance
The George Washington University 2006 — 2007
Certified Business Analyst
Financial Industry Regulatory Authority (FINRA) 1997 — 1997
Series 6 & 63 Licenses
Dale Carnegie Business Group 1999 — 1999
The Dale Carnegie Course
Fusion.com July 2015 - Present
Virginia Retirement System September 2014 - July 2015
Wells Fargo Advisors August 2013 - September 2014
Capital One October 2008 - June 2013
COSS Development Corporation February 2006 - July 2008
FANtastic Memories, LLC June 2005 - February 2006
First Protective Insurance Group April 2004 - June 2005
Protective Life January 2000 - April 2004
Pittman Financial Partners 1997 - 1999
Skills
Business Analysis, Creative Problem Solving, Requirements Analysis, Integration, Requirements Gathering, Spreadsheets, PowerPoint, Microsoft Excel, Outlook, Management, Data Analysis, Continuing Education, Research, Team Building, PeopleSoft, Insurance, Vendor Management, Risk Management, Business Requirements, SDLC, Business Intelligence, SOA, Process Improvement, Collaborative, Pivot Tables, People Skills, Organization Skills, Public Speaking, Non-profit Volunteer, Communication, Collaboration, Customer-focused, Innovativeness, Building Connections, Contact Management, Microsoft Word, RequisitePro, Visio, Access, RAM, Salesforce.com, FrontPage, Adobe Acrobat, CRM, HTML, Systems Analysis, Financial Services, Agile Methodologies, Software Documentation, Project Portfolio...
Education
University of Alabama at Birmingham 1990 — 1997
BS, Finance
The George Washington University 2006 — 2007
Certified Business Analyst
Financial Industry Regulatory Authority (FINRA) 1997 — 1997
Series 6 & 63 Licenses
Dale Carnegie Business Group 1999 — 1999
The Dale Carnegie Course
Ellie Jacobs Ellie Jacobs's Wells Fargo Advisors Experience January 2000 - Present
Job Financial Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2000 - Present
Bank of America Investment Services 1993 - 2000
Skills
Financial Services, Investment Planning, Investments, 401k Rollovers, Insurance, Asset Allocation, Retirement Planning, Securities, Retirement Savings, Wealth Preservation..., Financial Advisory
Education
The Ohio State University
Master's Degree, Education & Counseling
Wells Fargo Advisors January 2000 - Present
Bank of America Investment Services 1993 - 2000
Skills
Financial Services, Investment Planning, Investments, 401k Rollovers, Insurance, Asset Allocation, Retirement Planning, Securities, Retirement Savings, Wealth Preservation..., Financial Advisory
Education
The Ohio State University
Master's Degree, Education & Counseling
Rick Stein, CLU, ChFC Rick Stein, CLU, ChFC's Wells Fargo Advisors Experience June 2014 - Present
Job Wealth Management Insurance Specialist at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors June 2014 - Present
Prudential Financial October 1997 - June 2014
Skills
Insurance, Underwriting, Salesforce.com, Account Management, Sales, Financial Services, Relationship Management, Sales Management, New Business Development, Selling, Direct Sales, Wealth Management, Life Insurance, Strategic Planning
Education
The American College 1995 — 1997
Chartered Financial Consultant
Winona State University 1980 — 1985
B.S, Business Education, Accounting
Wells Fargo Advisors June 2014 - Present
Prudential Financial October 1997 - June 2014
Skills
Insurance, Underwriting, Salesforce.com, Account Management, Sales, Financial Services, Relationship Management, Sales Management, New Business Development, Selling, Direct Sales, Wealth Management, Life Insurance, Strategic Planning
Education
The American College 1995 — 1997
Chartered Financial Consultant
Winona State University 1980 — 1985
B.S, Business Education, Accounting
Warren Tichenor II Warren Tichenor II's Wells Fargo Advisors Experience May 2011 - August 2011
Job Flight Test Engineer at Boeing
Industry Financial Services
Experience
Boeing February 2014 - Present
Boeing May 2013 - Present
Boeing May 2012 - August 2012
Wells Fargo Advisors May 2011 - August 2011
Southern Maine Aviation May 2008 - August 2008
Skills
Matlab, Solidworks, Microsoft Excel, Microsoft Office, Aerospace, Data Analysis, Financial Modeling, PowerPoint, Systems Engineering, Labview, Engineering Management, Visio, Aerodynamics, MS Project
Education
University of Southern California 2008 — 2013
Bachelor of Science (BS), Aerospace, Aeronautical and Astronautical Engineering
London School of Economics and Political Science 2010 — 2011
Business Administration, Management and Operations
University of Cambridge 2009 — 2009
Boeing February 2014 - Present
Boeing May 2013 - Present
Boeing May 2012 - August 2012
Wells Fargo Advisors May 2011 - August 2011
Southern Maine Aviation May 2008 - August 2008
Skills
Matlab, Solidworks, Microsoft Excel, Microsoft Office, Aerospace, Data Analysis, Financial Modeling, PowerPoint, Systems Engineering, Labview, Engineering Management, Visio, Aerodynamics, MS Project
Education
University of Southern California 2008 — 2013
Bachelor of Science (BS), Aerospace, Aeronautical and Astronautical Engineering
London School of Economics and Political Science 2010 — 2011
Business Administration, Management and Operations
University of Cambridge 2009 — 2009
Juston Dobbs, MBA, CFP®'s Wells Fargo Advisors Experience October 1999 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors October 1999 - Present
Skills
Investments, Retirement Planning, Asset Allocation, Retirement, Financial Advisory, Life Insurance, Risk Management, College Education..., Multi-generational..., Estate Investment...
Education
College for Financial Planning 2005 — 2007
Certification, Financial Planning
University of Texas at Dallas - Naveen Jindal School of Management 1998 — 2000
M.B.A., Finance, Organizational Behavior
Texas Tech University - Rawls College of Business 1993 — 1997
B.B.A., Management
Southlake Carroll High School 1990 — 1993
Wells Fargo Advisors October 1999 - Present
Skills
Investments, Retirement Planning, Asset Allocation, Retirement, Financial Advisory, Life Insurance, Risk Management, College Education..., Multi-generational..., Estate Investment...
Education
College for Financial Planning 2005 — 2007
Certification, Financial Planning
University of Texas at Dallas - Naveen Jindal School of Management 1998 — 2000
M.B.A., Finance, Organizational Behavior
Texas Tech University - Rawls College of Business 1993 — 1997
B.B.A., Management
Southlake Carroll High School 1990 — 1993
Greg Talbot Greg Talbot's Wells Fargo Advisors Experience October 2014 - Present
Job Senior Financial Advisor; Vice President at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors October 2014 - Present
Merrill Lynch September 1995 - October 2014
Skills
Portfolio Management, Asset Allocation, Investment Strategies, Alternative Investments, Series 63, Series 7
Education
The University of Georgia 1991 — 1995
Bachelor of Science, Finance
London School of Economics and Political Science
Finance
Wells Fargo Advisors October 2014 - Present
Merrill Lynch September 1995 - October 2014
Skills
Portfolio Management, Asset Allocation, Investment Strategies, Alternative Investments, Series 63, Series 7
Education
The University of Georgia 1991 — 1995
Bachelor of Science, Finance
London School of Economics and Political Science
Finance
Patrick Yu, MBA Patrick Yu, MBA's Wells Fargo Advisors Experience December 2009 - October 2010
Job Sales and Marketing Professional
Industry Hospitality
Experience
Merrill Edge April 2012 - May 2015
Steben & Company, Inc. November 2010 - April 2012
Wells Fargo Advisors December 2009 - October 2010
Citigroup April 2007 - December 2009
Ameriprise Financial August 2005 - January 2007
Skills
Relationship Marketing, Sales, Relationship Management, Community Outreach, Sales Management, FINRA, Series 7, Financial Services, Wealth Management, Banking, Financial Planning, Life Insurance, Investments, Financial Analysis, Insurance, Uniform Combined State..., Portfolio Management, Securities, Asset Allocation, Retirement Planning, Finance, Financial Modeling, Mutual Funds
Education
University of Maryland College Park 2012 — 2015
Masters of Business Administration, MBA
The College of New Jersey 2001 — 2005
Bachelor of Science, Business - Information Systems
Merrill Edge April 2012 - May 2015
Steben & Company, Inc. November 2010 - April 2012
Wells Fargo Advisors December 2009 - October 2010
Citigroup April 2007 - December 2009
Ameriprise Financial August 2005 - January 2007
Skills
Relationship Marketing, Sales, Relationship Management, Community Outreach, Sales Management, FINRA, Series 7, Financial Services, Wealth Management, Banking, Financial Planning, Life Insurance, Investments, Financial Analysis, Insurance, Uniform Combined State..., Portfolio Management, Securities, Asset Allocation, Retirement Planning, Finance, Financial Modeling, Mutual Funds
Education
University of Maryland College Park 2012 — 2015
Masters of Business Administration, MBA
The College of New Jersey 2001 — 2005
Bachelor of Science, Business - Information Systems
Christian Bonner's Wells Fargo Advisors Experience July 2014 - Present
Job Product Analyst at Wells Fargo Advisors, First Clearing Correspondent Services
Industry Financial Services
Experience
Wells Fargo Advisors July 2014 - Present
Skills
Strong Communication..., Analytical problem..., Proficient in..., Skilled in financial..., Superb Invesment..., Dedicated and self..., Outstanding time..., Proven leadership..., Highly professional and..., Retail, PowerPoint, Time Management, Program Management, Customer Service, Strategic Planning, Integration, Leadership, Security, Teamwork, Sales, Management, Analysis, Risk Management, Business Planning, Public Speaking, Problem Solving
Education
The Ohio State University - The Max M. Fisher College of Business 2010 — 2014
BSBA, Dual Specialization-Finance and Economics
Wells Fargo Advisors July 2014 - Present
Skills
Strong Communication..., Analytical problem..., Proficient in..., Skilled in financial..., Superb Invesment..., Dedicated and self..., Outstanding time..., Proven leadership..., Highly professional and..., Retail, PowerPoint, Time Management, Program Management, Customer Service, Strategic Planning, Integration, Leadership, Security, Teamwork, Sales, Management, Analysis, Risk Management, Business Planning, Public Speaking, Problem Solving
Education
The Ohio State University - The Max M. Fisher College of Business 2010 — 2014
BSBA, Dual Specialization-Finance and Economics
Alan Hodges Alan Hodges's Wells Fargo Advisors Experience October 2006 - October 2010
Job Community Bank Manager at AmericanWest Bank
Industry Banking
Experience
AmericanWest Bank August 2011 - Present
Allied Barton October 2010 - August 2011
Wells Fargo Advisors October 2006 - October 2010
Skills
Financial Analysis, Personnel Management, Consumer Lending, Commercial Lending, Estate Planning
Education
The American College 1986 — 1990
LUTCF, Insurance
Mullen High School 1968 — 1972
AmericanWest Bank August 2011 - Present
Allied Barton October 2010 - August 2011
Wells Fargo Advisors October 2006 - October 2010
Skills
Financial Analysis, Personnel Management, Consumer Lending, Commercial Lending, Estate Planning
Education
The American College 1986 — 1990
LUTCF, Insurance
Mullen High School 1968 — 1972
Marc Alexander Marc Alexander's Wells Fargo Advisors Experience August 2014 - Present
Job Senior Vice President, Investment Officer, Alexander Investment Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors August 2014 - Present
Morgan Stanley April 2011 - August 2014
RBC Wealth Management February 2006 - April 2011
Wells Fargo Advisors February 1993 - February 2006
Skills
Wealth Management, Series 7, Series 63, Investments, Mutual Funds, Investment Strategies, Investment Advisory, Retirement Planning, Asset Allocation, Portfolio Management, Alternative Investments, Investment Management, Series 65, Life Insurance, Finance, Variable Annuities, Asset Management, Equities
Education
University of Georgia - Terry College of Business 1988 — 1992
BBA, Finance
The University of Georgia
Wells Fargo Advisors August 2014 - Present
Morgan Stanley April 2011 - August 2014
RBC Wealth Management February 2006 - April 2011
Wells Fargo Advisors February 1993 - February 2006
Skills
Wealth Management, Series 7, Series 63, Investments, Mutual Funds, Investment Strategies, Investment Advisory, Retirement Planning, Asset Allocation, Portfolio Management, Alternative Investments, Investment Management, Series 65, Life Insurance, Finance, Variable Annuities, Asset Management, Equities
Education
University of Georgia - Terry College of Business 1988 — 1992
BBA, Finance
The University of Georgia
Victor Sullivan, CFP® Victor Sullivan, CFP®'s Wells Fargo Advisors Experience November 2009 - Present
Job Financial Advisor
Industry Financial Services
Experience
Wells Fargo Advisors November 2009 - Present
Skills
Investment Advisory, Retirement Planning, Retirement, Mutual Funds, Series 7, Estate Planning, Wealth Management, Asset Allocation, Uniform Combined State..., Fixed Annuities, Investments, Strategic Financial..., 401k Rollovers, Life Insurance, IRAs, Finance, Customer Service, Public Speaking
Education
The University of Georgia 2006 — 2009
Bachelor of Science (B.S.), Financial Planning
Wells Fargo Advisors November 2009 - Present
Skills
Investment Advisory, Retirement Planning, Retirement, Mutual Funds, Series 7, Estate Planning, Wealth Management, Asset Allocation, Uniform Combined State..., Fixed Annuities, Investments, Strategic Financial..., 401k Rollovers, Life Insurance, IRAs, Finance, Customer Service, Public Speaking
Education
The University of Georgia 2006 — 2009
Bachelor of Science (B.S.), Financial Planning
John Chase, CFP® John Chase, CFP®'s Wells Fargo Advisors Experience April 2011 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors April 2011 - Present
Wells Fargo Advisors June 2002 - Present
Skills
Investments, Securities, Finance, Customer Service, Leadership, Insurance, Financial Analysis, Team Building, Management
Education
The Citadel 1998 — 2002
2002, Business Administration/Spanish
South Florence High School 1996 — 1998
High School Diploma
Wells Fargo Advisors April 2011 - Present
Wells Fargo Advisors June 2002 - Present
Skills
Investments, Securities, Finance, Customer Service, Leadership, Insurance, Financial Analysis, Team Building, Management
Education
The Citadel 1998 — 2002
2002, Business Administration/Spanish
South Florence High School 1996 — 1998
High School Diploma
Jim Whitlow Jim Whitlow's Wells Fargo Advisors Experience September 2002 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors September 2002 - Present
Education
The American College
Wells Fargo Advisors September 2002 - Present
Education
The American College
John N Lilly III, AAMS® John N Lilly III, AAMS®'s Wells Fargo Advisors Experience 1992 - Present
Job Vice President, Investment Officer at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors 1992 - Present
Education
The University of Georgia 1991 — 1992
Bachelor's Degree, Business Family and Consumer Sciences/Human Sciences
Jonesboro High School 1986 — 1988
High School
Morrow Junior High 1983 — 1985
Wells Fargo Advisors 1992 - Present
Education
The University of Georgia 1991 — 1992
Bachelor's Degree, Business Family and Consumer Sciences/Human Sciences
Jonesboro High School 1986 — 1988
High School
Morrow Junior High 1983 — 1985
Raymond Brady Raymond Brady's Wells Fargo Advisors Experience July 2012 - August 2012
Job Business Development Analyst at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey August 2015 - Present
SunTrust Robinson Humphrey July 2013 - August 2015
Wells Fargo Advisors July 2012 - August 2012
Rhodes Financial Services June 2011 - July 2011
Skills
Microsoft Office, Microsoft Word, PowerPoint, Sales, Social Media, Microsoft Excel
Education
The University of Georgia 2008 — 2013
Bachelor of Business Administration (BBA), Accounting
The University of Georgia 2008 — 2013
Bachelor of Business Administration (BBA), Finance
SunTrust Robinson Humphrey August 2015 - Present
SunTrust Robinson Humphrey July 2013 - August 2015
Wells Fargo Advisors July 2012 - August 2012
Rhodes Financial Services June 2011 - July 2011
Skills
Microsoft Office, Microsoft Word, PowerPoint, Sales, Social Media, Microsoft Excel
Education
The University of Georgia 2008 — 2013
Bachelor of Business Administration (BBA), Accounting
The University of Georgia 2008 — 2013
Bachelor of Business Administration (BBA), Finance
Cassandra Kincaid's Wells Fargo Advisors Experience October 2010 - May 2011
Job Sr. IT Business Analyst at Lowe's Home Improvement
Industry Human Resources
Experience
Lowe's Home Improvement December 2013 - Present
Charlotte Works July 2012 - Present
Kincaid Consulting May 2000 - Present
Horizon Lines April 2013 - September 2013
Bank of America September 2012 - December 2012
Time Warner Cable June 2011 - March 2012
Wells Fargo Advisors October 2010 - May 2011
GMAC ResCap April 2009 - April 2010
Wachovia 2008 - 2008
FairPoint Communications 2007 - 2008
Skills
Employee Relations, Organizational..., Project Coordination, Succession Planning, Employee Engagement, Labor Relations, Strategic Planning, Compensation, Benefits Administration, Strategic Human..., Human Resource..., Employee Training, Project Planning, Leadership Development, Training Facilitation, Training, HRIS, Human Resources, Project Management, Recruiting
Education
The Johns Hopkins University 1997 — 2000
MS, Organizational Development
Towson University 1985 — 1990
BS, Finance
Lowe's Home Improvement December 2013 - Present
Charlotte Works July 2012 - Present
Kincaid Consulting May 2000 - Present
Horizon Lines April 2013 - September 2013
Bank of America September 2012 - December 2012
Time Warner Cable June 2011 - March 2012
Wells Fargo Advisors October 2010 - May 2011
GMAC ResCap April 2009 - April 2010
Wachovia 2008 - 2008
FairPoint Communications 2007 - 2008
Skills
Employee Relations, Organizational..., Project Coordination, Succession Planning, Employee Engagement, Labor Relations, Strategic Planning, Compensation, Benefits Administration, Strategic Human..., Human Resource..., Employee Training, Project Planning, Leadership Development, Training Facilitation, Training, HRIS, Human Resources, Project Management, Recruiting
Education
The Johns Hopkins University 1997 — 2000
MS, Organizational Development
Towson University 1985 — 1990
BS, Finance
Chad McGrath Chad McGrath's Wells Fargo Advisors Experience April 2012 - December 2013
Job Managing Partner at Timber Opportunity Advisors
Industry Paper & Forest Products
Experience
Timber Opportunity Advisors January 2014 - Present
Matre Forestry Consulting, Inc. April 2014 - Present
Wells Fargo Advisors April 2012 - December 2013
Morgan Keegan & Co. April 2007 - April 2012
Skills
Investments, Asset Management, Real Estate
Education
The University of Georgia 1991 — 1996
Bachelor of Science (B.S.), Agricultural Economics
Deerfield-Windsor School 1978 — 1991
Timber Opportunity Advisors January 2014 - Present
Matre Forestry Consulting, Inc. April 2014 - Present
Wells Fargo Advisors April 2012 - December 2013
Morgan Keegan & Co. April 2007 - April 2012
Skills
Investments, Asset Management, Real Estate
Education
The University of Georgia 1991 — 1996
Bachelor of Science (B.S.), Agricultural Economics
Deerfield-Windsor School 1978 — 1991
Chip Hasty Chip Hasty's Wells Fargo Advisors Experience August 1996 - Present
Job Managing DirectorInvestments, CFP® at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors August 1996 - Present
Merrill Lynch May 1989 - August 1996
Skills
Investments, Series 7, Portfolio Management, Financial Advisory, Investment Advisory, Series 63, Retirement Planning
Education
The University of Glasgow 2000 — 2004
MPhil, Scottish Literature
Wake Forest University 1980 — 1982
B.A., Economics
Wells Fargo Advisors August 1996 - Present
Merrill Lynch May 1989 - August 1996
Skills
Investments, Series 7, Portfolio Management, Financial Advisory, Investment Advisory, Series 63, Retirement Planning
Education
The University of Glasgow 2000 — 2004
MPhil, Scottish Literature
Wake Forest University 1980 — 1982
B.A., Economics
James Farren James Farren's Wells Fargo Advisors Experience August 1999 - December 2011
Job FINRA Contractor at Financial Industry Regulatory Authority
Industry Financial Services
Experience
Financial Industry Regulatory Authority January 2015 - Present
Bates Group, LLC May 2013 - January 2015
TIAA-CREF Financial Services December 2011 - March 2013
Wells Fargo Advisors August 1999 - December 2011
PaineWebber Incorporated February 1989 - August 1999
Skills
Financial services..., Risk Management, Options, Policy, Onboarding, Series 7, Series 63, Securities, Investments, Financial Services, Wealth Management, Futures, Series 3, Series 4, Series 24, Training, Uniform Combined State..., FINRA, Series 6, Investment Advisory, Equities, Hedge Funds, Fixed Income
Education
The Cooper Union for the Advancement of Science and Art 1976 — 1977
Financial Industry Regulatory Authority January 2015 - Present
Bates Group, LLC May 2013 - January 2015
TIAA-CREF Financial Services December 2011 - March 2013
Wells Fargo Advisors August 1999 - December 2011
PaineWebber Incorporated February 1989 - August 1999
Skills
Financial services..., Risk Management, Options, Policy, Onboarding, Series 7, Series 63, Securities, Investments, Financial Services, Wealth Management, Futures, Series 3, Series 4, Series 24, Training, Uniform Combined State..., FINRA, Series 6, Investment Advisory, Equities, Hedge Funds, Fixed Income
Education
The Cooper Union for the Advancement of Science and Art 1976 — 1977
John F. Johnson John F. Johnson's Wells Fargo Advisors Experience May 2003 - Present
Job Senior Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors May 2003 - Present
Johnson Financial Group of LPL Financial May 1995 - May 2003
McDonald & Company Securities May 1981 - May 1995
Education
The Ohio State University 1972 — 1976
Bachelor of Arts (B.A.), Economics
Wells Fargo Advisors May 2003 - Present
Johnson Financial Group of LPL Financial May 1995 - May 2003
McDonald & Company Securities May 1981 - May 1995
Education
The Ohio State University 1972 — 1976
Bachelor of Arts (B.A.), Economics
Wesley Stringfield's Wells Fargo Advisors Experience January 2015 - Present
Job Distribution consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2015 - Present
Wells Fargo December 2013 - January 2015
RJS Properties, Inc. October 2013 - December 2013
M. Jennings Partners, LLC June 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Time Management, Access, Microsoft Word, Facebook, Spanish, Social Networking, Event Planning, Sales, Teamwork, Customer Service, Social Media
Education
The Catholic University of America 2011 — 2013
Charlotte Catholic High School
Wells Fargo Advisors January 2015 - Present
Wells Fargo December 2013 - January 2015
RJS Properties, Inc. October 2013 - December 2013
M. Jennings Partners, LLC June 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Time Management, Access, Microsoft Word, Facebook, Spanish, Social Networking, Event Planning, Sales, Teamwork, Customer Service, Social Media
Education
The Catholic University of America 2011 — 2013
Charlotte Catholic High School
Greg Allegro Greg Allegro's Wells Fargo Advisors Experience January 2010 - August 2010
Job Associate at Siganos Management Inc.
Industry Financial Services
Experience
Siganos Management Inc. November 2014 - Present
Bank of America August 2012 - Present
eTransmedia Technology Inc August 2011 - July 2012
Wells Fargo Advisors January 2010 - August 2010
The Poinsettia Man August 2009 - February 2010
Upchurch, Bailey, and Upchurch, P.A. May 2008 - August 2009
Skills
Business Development, Finance, Personal Finance, Financial Analysis, Financial Reporting, Sales, Direct Sales, Inside Sales, Outside Sales, Sales Presentations, Entrepreneurship, Social Skills, Social Networking, Persona, PowerPoint, Customer Service, Facebook, Lead Generation
Education
The University of Georgia 2007 — 2011
Bachelor of Business Administration (B.B.A.), Banking & Finance, Spanish, Graduated
Universitat de Barcelona 2010 — 2010
Economia, Sociedad, Literatura, y Historia de Catalonia (Barcelona), 16th
The Bolles School 2003 — 2007
Diploma, College/University Preparatory
Siganos Management Inc. November 2014 - Present
Bank of America August 2012 - Present
eTransmedia Technology Inc August 2011 - July 2012
Wells Fargo Advisors January 2010 - August 2010
The Poinsettia Man August 2009 - February 2010
Upchurch, Bailey, and Upchurch, P.A. May 2008 - August 2009
Skills
Business Development, Finance, Personal Finance, Financial Analysis, Financial Reporting, Sales, Direct Sales, Inside Sales, Outside Sales, Sales Presentations, Entrepreneurship, Social Skills, Social Networking, Persona, PowerPoint, Customer Service, Facebook, Lead Generation
Education
The University of Georgia 2007 — 2011
Bachelor of Business Administration (B.B.A.), Banking & Finance, Spanish, Graduated
Universitat de Barcelona 2010 — 2010
Economia, Sociedad, Literatura, y Historia de Catalonia (Barcelona), 16th
The Bolles School 2003 — 2007
Diploma, College/University Preparatory
Gregory Hoover Gregory Hoover's Wells Fargo Advisors Experience May 2011 - November 2012
Job Consultant, EES at Elekta
Industry Hospital & Health Care
Experience
Elekta April 2015 - Present
Coker Group January 2014 - March 2015
DIVURGENT October 2013 - January 2014
athenahealth November 2012 - October 2013
Wells Fargo Advisors May 2011 - November 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Photoshop, Research, Social Media, Public Speaking, Teamwork, Windows, Financial Analysis, Time Management, Management, Leadership, Training, Consulting, Data Analysis, Sales, Healthcare Information...
Education
The University of Georgia 2008 — 2012
Bachelor of Business Administration, Finance, Cum Laude
Collins Hill HIgh School 2004 — 2008
Elekta April 2015 - Present
Coker Group January 2014 - March 2015
DIVURGENT October 2013 - January 2014
athenahealth November 2012 - October 2013
Wells Fargo Advisors May 2011 - November 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Photoshop, Research, Social Media, Public Speaking, Teamwork, Windows, Financial Analysis, Time Management, Management, Leadership, Training, Consulting, Data Analysis, Sales, Healthcare Information...
Education
The University of Georgia 2008 — 2012
Bachelor of Business Administration, Finance, Cum Laude
Collins Hill HIgh School 2004 — 2008
Kevin Gilligan Kevin Gilligan's Wells Fargo Advisors Experience May 2014 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors May 2014 - Present
Morgan Stanley Smith Barney September 2008 - May 2014
Education
The Johns Hopkins University - Carey Business School 2012 — 2012
Master's degree, Investments and Securities
University of Baltimore 2003 — 2006
Master of Business Administration (M.B.A.), Finance
Salisbury University 1998 — 2002
BS, Finance
Wells Fargo Advisors May 2014 - Present
Morgan Stanley Smith Barney September 2008 - May 2014
Education
The Johns Hopkins University - Carey Business School 2012 — 2012
Master's degree, Investments and Securities
University of Baltimore 2003 — 2006
Master of Business Administration (M.B.A.), Finance
Salisbury University 1998 — 2002
BS, Finance
Richard Edson's Wells Fargo Advisors Experience 1988 - 2014
Job Director, Cognoscenti Folk & Outsider Art
Industry Arts and Crafts
Experience
Cognoscenti, Inc. 1984 - Present
Wells Fargo Advisors 1988 - 2014
Wells Fargo Advisors 1988 - 2014
Cognoscenti Folk Art January 1992 - 1992
Skills
Curating, Contemporary Art, Folk, Folk Art, Nonprofits, Museums, Outsider Art, Public Speaking, Photography, Teaching, Research, Film, Editing, Social Media, Art Education, Event Planning, Entrepreneurship
Education
Maryland Institute, College of Art 1984 — 1986
Certificate of Fine Arts, folk related material
The Johns Hopkins University 1984 — 1986
MLA, Art, Philosophy, Literature
University of Texas @ Austin 1978 — 1980
Bachelor of Arts (B.A.), Philosophy, Russian Arts, Literature
Cognoscenti, Inc. 1984 - Present
Wells Fargo Advisors 1988 - 2014
Wells Fargo Advisors 1988 - 2014
Cognoscenti Folk Art January 1992 - 1992
Skills
Curating, Contemporary Art, Folk, Folk Art, Nonprofits, Museums, Outsider Art, Public Speaking, Photography, Teaching, Research, Film, Editing, Social Media, Art Education, Event Planning, Entrepreneurship
Education
Maryland Institute, College of Art 1984 — 1986
Certificate of Fine Arts, folk related material
The Johns Hopkins University 1984 — 1986
MLA, Art, Philosophy, Literature
University of Texas @ Austin 1978 — 1980
Bachelor of Arts (B.A.), Philosophy, Russian Arts, Literature
Jaclyn Castano Jaclyn Castano's Wells Fargo Advisors Experience January 2008 - October 2011
Job Mineral Management
Industry Oil & Energy
Experience
OpTeryx Mineral Management October 2014 - Present
Bank of Texas June 2013 - October 2014
Ameriprise Financial Services, Inc. 2011 - 2013
Wells Fargo Advisors January 2008 - October 2011
Citi 2006 - 2006
Education
Texas Woman's University 2003 — 2006
BS, Cum Laude, Chemistry, Psychology
OpTeryx Mineral Management October 2014 - Present
Bank of Texas June 2013 - October 2014
Ameriprise Financial Services, Inc. 2011 - 2013
Wells Fargo Advisors January 2008 - October 2011
Citi 2006 - 2006
Education
Texas Woman's University 2003 — 2006
BS, Cum Laude, Chemistry, Psychology
Stephen Tompkins Stephen Tompkins's Wells Fargo Advisors Experience 1994 - Present
Job Branch Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors 1994 - Present
Skills
Asset Allocation, Investment Strategies, 401k Rollovers, Retirement Planning, Financial Advisory, Financial Analysis, Mutual Funds, Securities, Insurance
Education
The Citadel 1990 — 1994
Bachelor of Science (B.S.), Business Administration
Wells Fargo Advisors 1994 - Present
Skills
Asset Allocation, Investment Strategies, 401k Rollovers, Retirement Planning, Financial Advisory, Financial Analysis, Mutual Funds, Securities, Insurance
Education
The Citadel 1990 — 1994
Bachelor of Science (B.S.), Business Administration
Cara Goodman's Wells Fargo Advisors Experience June 2012 - September 2012
Job New Business Project Coordinator
Industry Marketing and Advertising
Experience
AbelsonTaylor March 2015 - Present
MileNorth Hotel July 2014 - March 2015
Airgas, Inc January 2014 - April 2014
Brown-Forman May 2013 - July 2013
The Ohio State University December 2011 - May 2013
Wells Fargo Advisors June 2012 - September 2012
Skills
Marketing, Public Speaking, Social Media, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Teamwork, Event Planning, Delphi Certified, Micros, Facebook, Leadership, Sales
Education
The Ohio State University - The Max M. Fisher College of Business 2010 — 2014
Bachelor of Business Administration (BBA), Marketing
Australian Institute of International Affairs 2013 2013 — 2013
Kenston High School 2006 — 2010
AbelsonTaylor March 2015 - Present
MileNorth Hotel July 2014 - March 2015
Airgas, Inc January 2014 - April 2014
Brown-Forman May 2013 - July 2013
The Ohio State University December 2011 - May 2013
Wells Fargo Advisors June 2012 - September 2012
Skills
Marketing, Public Speaking, Social Media, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Teamwork, Event Planning, Delphi Certified, Micros, Facebook, Leadership, Sales
Education
The Ohio State University - The Max M. Fisher College of Business 2010 — 2014
Bachelor of Business Administration (BBA), Marketing
Australian Institute of International Affairs 2013 2013 — 2013
Kenston High School 2006 — 2010
Jennifer Bymark's Wells Fargo Advisors Experience April 2008 - January 2012
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2012 - Present
Wells Fargo Advisors April 2008 - January 2012
Wells Fargo June 2003 - April 2008
American Express June 1998 - July 2003
Education
Fridley High School
The College of St. Scholastica
Accounting
Ameriprise Financial Services, Inc. January 2012 - Present
Wells Fargo Advisors April 2008 - January 2012
Wells Fargo June 2003 - April 2008
American Express June 1998 - July 2003
Education
Fridley High School
The College of St. Scholastica
Accounting
Luis G. Naranjo's Wells Fargo Advisors Experience November 2011 - Present
Job Senior Project Manager, VP at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors November 2011 - Present
Wells Fargo Advisors June 2010 - November 2011
Wells Fargo Advisors, LLC May 2009 - June 2010
Wachovia Securities March 2007 - May 2009
PMI Central Virginia Chapter January 2008 - June 2008
LGN Consulting March 2004 - June 2008
Richmond Strikers July 2001 - June 2008
PMI Central Virginia Chapter January 2006 - December 2007
Genworth Financial September 2005 - March 2007
PMI Central Virginia Chapter January 2004 - December 2005
Skills
Public Relations, Risk Assessment, Risk Management, Change Management, Leadership, Program Management, PMP, Project Management, Integration, Management, Cross-functional Team..., Strategic Planning, Process Improvement, Budgets, Project Portfolio..., Six Sigma, Strategy
Education
UCLA Anderson School of Management 2010 — 2010
Latino Leaders Program
The George Washington University - School of Business 2002 — 2003
Masters in Project Management
The University of Findlay 1998 — 1998
MS, Environmental Management
The University of Findlay 1997 — 1997
MBA, Business
Universidad de Los Andes 1990 — 1995
Civil Engineer, Civil Engineering
Wells Fargo Advisors November 2011 - Present
Wells Fargo Advisors June 2010 - November 2011
Wells Fargo Advisors, LLC May 2009 - June 2010
Wachovia Securities March 2007 - May 2009
PMI Central Virginia Chapter January 2008 - June 2008
LGN Consulting March 2004 - June 2008
Richmond Strikers July 2001 - June 2008
PMI Central Virginia Chapter January 2006 - December 2007
Genworth Financial September 2005 - March 2007
PMI Central Virginia Chapter January 2004 - December 2005
Skills
Public Relations, Risk Assessment, Risk Management, Change Management, Leadership, Program Management, PMP, Project Management, Integration, Management, Cross-functional Team..., Strategic Planning, Process Improvement, Budgets, Project Portfolio..., Six Sigma, Strategy
Education
UCLA Anderson School of Management 2010 — 2010
Latino Leaders Program
The George Washington University - School of Business 2002 — 2003
Masters in Project Management
The University of Findlay 1998 — 1998
MS, Environmental Management
The University of Findlay 1997 — 1997
MBA, Business
Universidad de Los Andes 1990 — 1995
Civil Engineer, Civil Engineering
Rick Simmons, MBA, CPA Rick Simmons, MBA, CPA's Wells Fargo Advisors Experience 2010 - 2011
Job Senior Business Analyst
Industry Financial Services
Experience
AbbVie February 2012 - Present
Navistar Inc 2011 - 2012
Wells Fargo Advisors 2010 - 2011
LifeSource (ITxM) 2008 - 2010
BP 2004 - 2008
Skills
Project Management, Business Analysis, Forecasting, Analysis, Cross-functional Team..., SDLC, Change Management, Risk Management, Business Intelligence, Management, Strategy, Data Analysis, Business Development, Financial Analysis, Training, Financial Modeling, Strategic Planning, Business Process..., Process Improvement
Education
The University of Chicago Booth School of Business 1985 — 1988
MBA, Financial Management and Business Economics
University of Illinois at Urbana-Champaign 1980 — 1984
BS, Finance
AbbVie February 2012 - Present
Navistar Inc 2011 - 2012
Wells Fargo Advisors 2010 - 2011
LifeSource (ITxM) 2008 - 2010
BP 2004 - 2008
Skills
Project Management, Business Analysis, Forecasting, Analysis, Cross-functional Team..., SDLC, Change Management, Risk Management, Business Intelligence, Management, Strategy, Data Analysis, Business Development, Financial Analysis, Training, Financial Modeling, Strategic Planning, Business Process..., Process Improvement
Education
The University of Chicago Booth School of Business 1985 — 1988
MBA, Financial Management and Business Economics
University of Illinois at Urbana-Champaign 1980 — 1984
BS, Finance
Jason Pokorny, CRPC® Jason Pokorny, CRPC®'s Wells Fargo Advisors Experience May 2013 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors May 2013 - Present
Morgan Stanley Wealth Management January 2009 - May 2013
Merrill Lynch February 2004 - January 2009
Charles Schwab - Schwab Capital Markets 1996 - 2003
Skills
Mutual Funds, Asset Allocation, Financial Advisory, Retirement, Investments, Retirement Planning, Pensions, Estate Planning, Wealth Preservation..., Retirement Income..., 401k Rollovers, Alternative Investments, Life Insurance, Succession Planning, Securities, Equities, Finance, Capital Markets, ETFs, Wealth, Equity Trading, Financial Services, Financial Planning, Retirement and Income..., Business Retirement..., Business Succession..., Fixed Annuities, 401k, Wealth Management..., Bonds, Wealth Management
Education
The Ohio State University 1990 — 1994
BA, communication, finance
The Ohio State University 1990 — 1994
Wells Fargo Advisors May 2013 - Present
Morgan Stanley Wealth Management January 2009 - May 2013
Merrill Lynch February 2004 - January 2009
Charles Schwab - Schwab Capital Markets 1996 - 2003
Skills
Mutual Funds, Asset Allocation, Financial Advisory, Retirement, Investments, Retirement Planning, Pensions, Estate Planning, Wealth Preservation..., Retirement Income..., 401k Rollovers, Alternative Investments, Life Insurance, Succession Planning, Securities, Equities, Finance, Capital Markets, ETFs, Wealth, Equity Trading, Financial Services, Financial Planning, Retirement and Income..., Business Retirement..., Business Succession..., Fixed Annuities, 401k, Wealth Management..., Bonds, Wealth Management
Education
The Ohio State University 1990 — 1994
BA, communication, finance
The Ohio State University 1990 — 1994
Bo Wang Bo Wang's Wells Fargo Advisors Experience October 2008 - Present
Job Financial Advisor, Vice President Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors October 2008 - Present
Bank of America July 2004 - October 2008
Chase February 1997 - May 2004
Skills
Financial Services, Investment Strategies, Retirement Planning, College Education..., Insurance
Education
Zhengzhou University
Bachelor's degree
The New School
Master's degree
Wells Fargo Advisors October 2008 - Present
Bank of America July 2004 - October 2008
Chase February 1997 - May 2004
Skills
Financial Services, Investment Strategies, Retirement Planning, College Education..., Insurance
Education
Zhengzhou University
Bachelor's degree
The New School
Master's degree
Nadia Adly Nadia Adly's Wells Fargo Advisors Experience June 2007 - Present
Job Director of Brokerage at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors June 2007 - Present
Morgan Stanley 1987 - 2007
Education
University of Pennsylvania - The Wharton School 2013 — 2015
SIFMA
The George Washington University - School of Business 1990 — 1995
Master of Business Administration (M.B.A.), Finance, General, 3.67
Ursinus College 1979 — 1983
Bachelor's Degree, Economics and Business Administration, Psychology, Dean's List
The Loomis Chaffee School 1977 — 1979
High School
Wells Fargo Advisors June 2007 - Present
Morgan Stanley 1987 - 2007
Education
University of Pennsylvania - The Wharton School 2013 — 2015
SIFMA
The George Washington University - School of Business 1990 — 1995
Master of Business Administration (M.B.A.), Finance, General, 3.67
Ursinus College 1979 — 1983
Bachelor's Degree, Economics and Business Administration, Psychology, Dean's List
The Loomis Chaffee School 1977 — 1979
High School
Chris Slaby Chris Slaby's Wells Fargo Advisors Experience May 2006 - August 2009
Job Business Sales Manager at CenturyLink
Industry Telecommunications
Experience
CenturyLink October 2010 - Present
Wells Fargo Advisors May 2006 - August 2009
Skills
Direct Sales, Account Management, B2B, Managed Services, Sales Management, Sales Operations, Sales Process, Salesforce.com, Solution Selling, Team Building, Team Leadership, Telecommunications, VoIP
Education
The Ohio State University
CenturyLink October 2010 - Present
Wells Fargo Advisors May 2006 - August 2009
Skills
Direct Sales, Account Management, B2B, Managed Services, Sales Management, Sales Operations, Sales Process, Salesforce.com, Solution Selling, Team Building, Team Leadership, Telecommunications, VoIP
Education
The Ohio State University
Randy Yoder Randy Yoder's Wells Fargo Advisors Experience
Job Branch Manager/First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors
Skills
Mutual Funds, Retirement Planning, Asset Allocation, Financial Advisory, Securities, Equities, Retirement, Fixed Income, Investments
Education
The Defiance College 1990 — 1993
Bachelor's degree, Business/Finance/Accounting
Wells Fargo Advisors
Skills
Mutual Funds, Retirement Planning, Asset Allocation, Financial Advisory, Securities, Equities, Retirement, Fixed Income, Investments
Education
The Defiance College 1990 — 1993
Bachelor's degree, Business/Finance/Accounting
Joseph E. Kenna Joseph E. Kenna's Wells Fargo Advisors Experience March 2006 - Present
Job Vice PresidentInvestment Officer, PIM Portfolio Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 2006 - Present
Morgan Stanley Investment Management March 2000 - March 2006
Kidder, Peabody Co., Inc., New York September 1987 - September 1992
Federal Reserve Bank of New York September 1985 - September 1987
Skills
Investments, Investment Strategies, Asset Allocation, Financial Advisory, 401k, IRAs, Wealth Accumulation, 401k Rollovers, Estate Investment..., 529 Plans, Saving for Education, Retirement, Retirement Planning, Wealth, Finance
Education
The College of William and Mary - The Mason School of Business 1980 — 1982
Master of Business Administration (M.B.A.), Corporate Finance
University of North Carolina at Chapel Hill 1974 — 1978
Bachelor of Arts (B.A.), History, English
The Lawrenceville School, Lawrenceville, NJ 1971 — 1974
Private Prep School
Fort Hill, John Adams
Wells Fargo Advisors March 2006 - Present
Morgan Stanley Investment Management March 2000 - March 2006
Kidder, Peabody Co., Inc., New York September 1987 - September 1992
Federal Reserve Bank of New York September 1985 - September 1987
Skills
Investments, Investment Strategies, Asset Allocation, Financial Advisory, 401k, IRAs, Wealth Accumulation, 401k Rollovers, Estate Investment..., 529 Plans, Saving for Education, Retirement, Retirement Planning, Wealth, Finance
Education
The College of William and Mary - The Mason School of Business 1980 — 1982
Master of Business Administration (M.B.A.), Corporate Finance
University of North Carolina at Chapel Hill 1974 — 1978
Bachelor of Arts (B.A.), History, English
The Lawrenceville School, Lawrenceville, NJ 1971 — 1974
Private Prep School
Fort Hill, John Adams
Frank B. Miller, Jr. CLU, ChFC's Wells Fargo Advisors Experience October 2013 - February 2014
Job Consultant
Industry Financial Services
Experience
Kforce Inc August 2014 - Present
Wells Fargo Advisors October 2013 - February 2014
Prudential Financial September 2011 - July 2013
MetLife January 2008 - September 2011
Skills
FINRA Licenses - 4, 6,..., NJ State Life & Health, Retirement, Retirement Planning, Disability Insurance, Insurance, Fixed Annuities, Long-term Care, Succession Planning, Employee Benefits, Leadership Development, Life Insurance, 401k, Term Life Insurance, Coaching, Estate Planning, Health Insurance, Financial Services, IRAs, Strategic Planning, Investments, Executive Coaching, Wealth, Financial Advisory
Education
The American College 2011 — 2012
CLU, ChFC
Saint Mary's College of Maryland 1986 — 1990
Bachelor of Arts (B.A.), Counseling Psychology
Kforce Inc August 2014 - Present
Wells Fargo Advisors October 2013 - February 2014
Prudential Financial September 2011 - July 2013
MetLife January 2008 - September 2011
Skills
FINRA Licenses - 4, 6,..., NJ State Life & Health, Retirement, Retirement Planning, Disability Insurance, Insurance, Fixed Annuities, Long-term Care, Succession Planning, Employee Benefits, Leadership Development, Life Insurance, 401k, Term Life Insurance, Coaching, Estate Planning, Health Insurance, Financial Services, IRAs, Strategic Planning, Investments, Executive Coaching, Wealth, Financial Advisory
Education
The American College 2011 — 2012
CLU, ChFC
Saint Mary's College of Maryland 1986 — 1990
Bachelor of Arts (B.A.), Counseling Psychology
Rodney Jacob Routsong Rodney Jacob Routsong's Wells Fargo Advisors Experience January 2011 - August 2012
Job Equity and Options
Industry Financial Services
Experience
Stifel Financial Corp. June 2013 - Present
Stifel Financial Corp. August 2012 - May 2013
Wells Fargo Advisors January 2011 - August 2012
Wells Fargo Advisors February 2011 - October 2011
Wachovia Securities September 2008 - January 2011
Skills
Fixed Income, Mutual Funds, Trading, Cash Management, Account Reconciliation, Wealth Management, Financial Analysis, Retirement Planning, Banking, Retirement, Microsoft Excel, Customer Service, Equities, Financial Services, Trading Systems, Bonds, Investment Advisory, ETFs, Outlook, Capital Markets, Securities, Finance, Investments
Education
The Ohio State University 2002 — 2008
Bachelor, Economics
Parkway West High School 1998 — 2002
High School Diploma
Stifel Financial Corp. June 2013 - Present
Stifel Financial Corp. August 2012 - May 2013
Wells Fargo Advisors January 2011 - August 2012
Wells Fargo Advisors February 2011 - October 2011
Wachovia Securities September 2008 - January 2011
Skills
Fixed Income, Mutual Funds, Trading, Cash Management, Account Reconciliation, Wealth Management, Financial Analysis, Retirement Planning, Banking, Retirement, Microsoft Excel, Customer Service, Equities, Financial Services, Trading Systems, Bonds, Investment Advisory, ETFs, Outlook, Capital Markets, Securities, Finance, Investments
Education
The Ohio State University 2002 — 2008
Bachelor, Economics
Parkway West High School 1998 — 2002
High School Diploma
Jennifer Unis's Wells Fargo Advisors Experience March 2015 - Present
Job Registered Client Associate at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors March 2015 - Present
UBS Financial Services Inc. November 2012 - March 2015
Brown Advisory January 2012 - October 2012
Carney Tire & Car Care Center October 2011 - January 2012
A-Rocket Fireworks April 2007 - September 2011
The Catholic University of America August 2009 - May 2011
Aliquippa Industrial Park April 2008 - June 2009
Skills
Microsoft Office, PowerPoint, Microsoft Word, Research, Microsoft Excel, Customer Service, Event Planning, Investments, Social Networking, Mutual Funds
Education
The Catholic University of America 2007 — 2011
B.S.B.A., International Economics and Finance
Moon Area Senior High School 2003 — 2007
HS Diploma
Wells Fargo Advisors March 2015 - Present
UBS Financial Services Inc. November 2012 - March 2015
Brown Advisory January 2012 - October 2012
Carney Tire & Car Care Center October 2011 - January 2012
A-Rocket Fireworks April 2007 - September 2011
The Catholic University of America August 2009 - May 2011
Aliquippa Industrial Park April 2008 - June 2009
Skills
Microsoft Office, PowerPoint, Microsoft Word, Research, Microsoft Excel, Customer Service, Event Planning, Investments, Social Networking, Mutual Funds
Education
The Catholic University of America 2007 — 2011
B.S.B.A., International Economics and Finance
Moon Area Senior High School 2003 — 2007
HS Diploma
David Gibb David Gibb's Wells Fargo Advisors Experience 2000 - 2015
Job 20+ years of Leadership Delivering Results
Industry Financial Services
Experience
Wells Fargo Advisors 2000 - 2015
Piper Jaffray 1996 - 2000
Wells Fargo 1987 - 1994
MoneyMaker EFT Services 1985 - 1987
Compuserve 1976 - 1984
Skills
Team Leadership, High Performance Sales..., Wealth Management, Investment Brokerage, Private Banking, Bank Mergers, Leadership Development, Portfolio Management, Trust Services, Insurance, Computer Networking, Electronic Payments, Aircraft Restoration, Aircraft Maintenance, Fine Woodworking
Education
The Ohio State University
BSBA, Computer Science/Economics
University of Phoenix
MBA, Finance
Wells Fargo Advisors 2000 - 2015
Piper Jaffray 1996 - 2000
Wells Fargo 1987 - 1994
MoneyMaker EFT Services 1985 - 1987
Compuserve 1976 - 1984
Skills
Team Leadership, High Performance Sales..., Wealth Management, Investment Brokerage, Private Banking, Bank Mergers, Leadership Development, Portfolio Management, Trust Services, Insurance, Computer Networking, Electronic Payments, Aircraft Restoration, Aircraft Maintenance, Fine Woodworking
Education
The Ohio State University
BSBA, Computer Science/Economics
University of Phoenix
MBA, Finance
Donnie Golson Donnie Golson's Wells Fargo Advisors Experience April 1979 - Present
Job First Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors April 1979 - Present
Skills
401k Rollovers, Business-Succession..., Financial Advisory, Insurance, Investment Planning, Investment Strategies, Investments, Multigenerational..., Retirement Planning, Retirement, Securities, Specific Products..., Asset Allocation, Finance, Estate Planning, Mutual Funds, Series 7, Wealth Management, Portfolio Management, Series 63, Asset Management, Investment Advisory
Education
The University of Georgia 1965 — 1969
BBA, Finance
Wells Fargo Advisors April 1979 - Present
Skills
401k Rollovers, Business-Succession..., Financial Advisory, Insurance, Investment Planning, Investment Strategies, Investments, Multigenerational..., Retirement Planning, Retirement, Securities, Specific Products..., Asset Allocation, Finance, Estate Planning, Mutual Funds, Series 7, Wealth Management, Portfolio Management, Series 63, Asset Management, Investment Advisory
Education
The University of Georgia 1965 — 1969
BBA, Finance
Wendy S. Edwards, CFP®, CLU®, CDFA™ Wendy S. Edwards, CFP®, CLU®, CDFA™'s Wells Fargo Advisors Experience August 2005 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors August 2005 - Present
Skills
Financial Planning, Investment Planning, Financial Aspects of..., IRAs, Retirement Planning, 401k, Investment Strategies, Risk Management, Financial Advisory, College Education..., Estate Planning, Wealth Planning, Wealth Strategies, Strategic Planning, Portfolio Analysis, Investments, Financial Services, Retirement, Portfolio Management, Wealth Management, Customer Service
Education
The American College 2004 — 2006
CLU®, Certified Life Underwriter
Certified Financial Planner Board of Standards
CFP®, Financial Planning
FINRA
Series 7, Series 63. Series 65
Institute of Divorce Financial Analysts
Certified Divorce Financial Analyst
Wells Fargo Advisors August 2005 - Present
Skills
Financial Planning, Investment Planning, Financial Aspects of..., IRAs, Retirement Planning, 401k, Investment Strategies, Risk Management, Financial Advisory, College Education..., Estate Planning, Wealth Planning, Wealth Strategies, Strategic Planning, Portfolio Analysis, Investments, Financial Services, Retirement, Portfolio Management, Wealth Management, Customer Service
Education
The American College 2004 — 2006
CLU®, Certified Life Underwriter
Certified Financial Planner Board of Standards
CFP®, Financial Planning
FINRA
Series 7, Series 63. Series 65
Institute of Divorce Financial Analysts
Certified Divorce Financial Analyst
Alexander Powers Alexander Powers's Wells Fargo Advisors Experience December 2012 - January 2013
Job Analyst at IGS Solar
Industry Renewables & Environment
Experience
IGS Energy January 2014 - Present
IGS Energy May 2013 - August 2013
Wells Fargo Advisors December 2012 - January 2013
BuyFi- Mobile Marketing and Commerce August 2011 - October 2011
Elford, Inc June 2010 - September 2010
Skills
Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Budgets, Microsoft Word, Public Speaking, Strategic Planning, Leadership, Solar Energy, Customer Service, Social Media, Negotiation, English, Research, Windows
Education
Ohio State University - Fisher College of Business 2010 — 2014
Bachelors Degree, B.S. Finance
The Ohio State University 2010 — 2014
Bachelor's degree, Finance
IGS Energy January 2014 - Present
IGS Energy May 2013 - August 2013
Wells Fargo Advisors December 2012 - January 2013
BuyFi- Mobile Marketing and Commerce August 2011 - October 2011
Elford, Inc June 2010 - September 2010
Skills
Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Budgets, Microsoft Word, Public Speaking, Strategic Planning, Leadership, Solar Energy, Customer Service, Social Media, Negotiation, English, Research, Windows
Education
Ohio State University - Fisher College of Business 2010 — 2014
Bachelors Degree, B.S. Finance
The Ohio State University 2010 — 2014
Bachelor's degree, Finance
Phil Scherer's Wells Fargo Advisors Experience June 2015 - Present
Job Financial Advisor in Training at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors June 2015 - Present
University of Georgia August 2011 - May 2015
Skills
Mathematics, Music, Finance, PowerPoint, Public Speaking, Microsoft Excel, Microsoft Office, Social Media, Microsoft Word, Event Planning, Research, Customer Service, Higher Education, Nonprofits
Education
The University of Georgia 2011 — 2015
Bachelor’s Degree, Finance
Wells Fargo Advisors June 2015 - Present
University of Georgia August 2011 - May 2015
Skills
Mathematics, Music, Finance, PowerPoint, Public Speaking, Microsoft Excel, Microsoft Office, Social Media, Microsoft Word, Event Planning, Research, Customer Service, Higher Education, Nonprofits
Education
The University of Georgia 2011 — 2015
Bachelor’s Degree, Finance
Erin Bojarczuk's Wells Fargo Advisors Experience October 2012 - Present
Job Regional Bank Private Banker at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors October 2012 - Present
Wells Fargo October 2006 - October 2012
Great American Restaurants January 2000 - January 2004
Skills
Small Business Lending, Consumer Lending, Loans, Commercial Lending, Mortgage Lending, Credit, Lines Of Credit, Banking, Treasury Management, Sales, Loan Origination, Credit Analysis, Commercial Banking, Mortgage Banking, Retail Banking, Wealth Management, Leadership, Team Leadership, Motivation, Sales Management, Sales Motivation, Non-profit Volunteer, Management, Financial Analysis, Relationship Management, Finance, Investments, Retirement Planning, Situational Leadership, Portfolio Management, Coaching, Financial Services, Notary Public, Private Banking, Home Equity Lines of..., Branch Management, Financial Institutions, Securities, Retirement, Banking Relationships, Financial Advisory, series 66, Series 7, life insurance and..., Training, Cross Selling, Customer Service, Microsoft Office, Insurance, Refinance
Education
The George Washington University
BA, International Relations and Affairs
University of Massachusetts, Amherst
Sattelite program, Spanish and Iberian Studies
Wells Fargo Advisors October 2012 - Present
Wells Fargo October 2006 - October 2012
Great American Restaurants January 2000 - January 2004
Skills
Small Business Lending, Consumer Lending, Loans, Commercial Lending, Mortgage Lending, Credit, Lines Of Credit, Banking, Treasury Management, Sales, Loan Origination, Credit Analysis, Commercial Banking, Mortgage Banking, Retail Banking, Wealth Management, Leadership, Team Leadership, Motivation, Sales Management, Sales Motivation, Non-profit Volunteer, Management, Financial Analysis, Relationship Management, Finance, Investments, Retirement Planning, Situational Leadership, Portfolio Management, Coaching, Financial Services, Notary Public, Private Banking, Home Equity Lines of..., Branch Management, Financial Institutions, Securities, Retirement, Banking Relationships, Financial Advisory, series 66, Series 7, life insurance and..., Training, Cross Selling, Customer Service, Microsoft Office, Insurance, Refinance
Education
The George Washington University
BA, International Relations and Affairs
University of Massachusetts, Amherst
Sattelite program, Spanish and Iberian Studies
Joseph Lovas's Wells Fargo Advisors Experience June 2011 - September 2012
Job Investment Banking Analyst at Wells Fargo
Industry Investment Banking
Experience
Wells Fargo October 2013 - Present
Ernst & Young October 2012 - October 2013
Wells Fargo Advisors June 2011 - September 2012
Northeast Securities July 2010 - August 2010
Skills
Financial Modeling, Financial Analysis, Valuation, Financial Reporting, Corporate Finance, Accounting, Economics, Microsoft Excel, Auditing, Bloomberg, Finance, Data Analysis, Asset Management, Investment Banking
Education
The College of William and Mary - The Mason School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Chaminade High School 2005 — 2008
Wells Fargo October 2013 - Present
Ernst & Young October 2012 - October 2013
Wells Fargo Advisors June 2011 - September 2012
Northeast Securities July 2010 - August 2010
Skills
Financial Modeling, Financial Analysis, Valuation, Financial Reporting, Corporate Finance, Accounting, Economics, Microsoft Excel, Auditing, Bloomberg, Finance, Data Analysis, Asset Management, Investment Banking
Education
The College of William and Mary - The Mason School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Chaminade High School 2005 — 2008
Julie Hutton Julie Hutton's Wells Fargo Advisors Experience July 2002 - May 2013
Job Financial Advisor
Industry Investment Management
Experience
Wells Fargo Advisors July 2002 - May 2013
Skills
Series 7, Investment Advisory, Investments, Business Development, Manage Client..., Retirement Plan..., Institutional Consulting, Fiduciary Services
Education
The George Washington University - School of Business 2000 — 2002
MBA, Finance
Virginia Polytechnic Institute and State University 1993 — 1997
BS, Exercise Science
Wells Fargo Advisors July 2002 - May 2013
Skills
Series 7, Investment Advisory, Investments, Business Development, Manage Client..., Retirement Plan..., Institutional Consulting, Fiduciary Services
Education
The George Washington University - School of Business 2000 — 2002
MBA, Finance
Virginia Polytechnic Institute and State University 1993 — 1997
BS, Exercise Science
Brandon L. Glasscock Brandon L. Glasscock's Wells Fargo Advisors Experience August 2007 - Present
Job Senior Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors August 2007 - Present
Skills
Investments, Finance, Insurance, Retirement Planning, Mutual Funds, Asset Allocation, Investment Planning
Education
Tulane University - A.B. Freeman School of Business 2008 — 2010
MBA, Finance
Texas Tech University - Rawls College of Business 1994 — 1998
Bachelor of Business Administration (BBA), Finance
Wells Fargo Advisors August 2007 - Present
Skills
Investments, Finance, Insurance, Retirement Planning, Mutual Funds, Asset Allocation, Investment Planning
Education
Tulane University - A.B. Freeman School of Business 2008 — 2010
MBA, Finance
Texas Tech University - Rawls College of Business 1994 — 1998
Bachelor of Business Administration (BBA), Finance
Marilyn Hedrick Marilyn Hedrick's Wells Fargo Advisors Experience 2008 - July 2010
Job VP of Investments at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
St. David's Episcopal Church January 2013 - Present
Benjamin F. Edwards & Co. July 2010 - Present
St. David's Episcopal Church 2011 - 2014
Wells Fargo Advisors 2008 - July 2010
Wachovia Advisors 2007 - 2008
A..G. Edwards & Sons January 1993 - March 2007
United States Senate August 1987 - December 1992
Skills
Retirement Planning, Investments, Strategic Financial..., Estate Planning, Asset Allocation, IRAs, Series 63, Series 7, Retirement, Wealth Management, Mutual Funds, Public Speaking, Securities, Investment Strategies, Certified Financial..., Financial Planning, Financial Advisory, Long-term Care, Teaching, Asset Management, Equities, Compassion, Series 3, Series 8 & 9, Annuities, Insurance, Bonds, IRA's, Long Term Care
Education
EFM 2007 — 2011
University of the South, Education for Ministry
The University of Georgia 1964 — 1969
B.S. M.Ed., Education
Jupiter High School, Jupiter, FL 1960 — 1964
College Prep High School Diploma
St. David's Episcopal Church January 2013 - Present
Benjamin F. Edwards & Co. July 2010 - Present
St. David's Episcopal Church 2011 - 2014
Wells Fargo Advisors 2008 - July 2010
Wachovia Advisors 2007 - 2008
A..G. Edwards & Sons January 1993 - March 2007
United States Senate August 1987 - December 1992
Skills
Retirement Planning, Investments, Strategic Financial..., Estate Planning, Asset Allocation, IRAs, Series 63, Series 7, Retirement, Wealth Management, Mutual Funds, Public Speaking, Securities, Investment Strategies, Certified Financial..., Financial Planning, Financial Advisory, Long-term Care, Teaching, Asset Management, Equities, Compassion, Series 3, Series 8 & 9, Annuities, Insurance, Bonds, IRA's, Long Term Care
Education
EFM 2007 — 2011
University of the South, Education for Ministry
The University of Georgia 1964 — 1969
B.S. M.Ed., Education
Jupiter High School, Jupiter, FL 1960 — 1964
College Prep High School Diploma
Colin Slaughter Colin Slaughter's Wells Fargo Advisors Experience June 2009 - August 2009
Job Senior Accountant at Jitasa
Industry Financial Services
Experience
Jitasa June 2012 - Present
Jitasa September 2010 - July 2012
Wells Fargo Advisors June 2009 - August 2009
Panhandle State Bank June 2008 - August 2008
Skills
Financial Analysis, Microsoft Excel, Finance, Process Improvement, Accounting, Research, Auditing, Microsoft Office, Account Reconciliation, QuickBooks, Analysis, Management, Nonprofits, Financial Reporting, Accounts Payable, Access, PeopleSoft, Financial Accounting, Budgets, Outlook, Payroll
Education
The College of Idaho 2006 — 2010
BA, Business Administration, Finance, History
Jitasa June 2012 - Present
Jitasa September 2010 - July 2012
Wells Fargo Advisors June 2009 - August 2009
Panhandle State Bank June 2008 - August 2008
Skills
Financial Analysis, Microsoft Excel, Finance, Process Improvement, Accounting, Research, Auditing, Microsoft Office, Account Reconciliation, QuickBooks, Analysis, Management, Nonprofits, Financial Reporting, Accounts Payable, Access, PeopleSoft, Financial Accounting, Budgets, Outlook, Payroll
Education
The College of Idaho 2006 — 2010
BA, Business Administration, Finance, History
Weston Croft's Wells Fargo Advisors Experience December 2002 - May 2009
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial May 2009 - Present
Wells Fargo Advisors December 2002 - May 2009
Skills
Series 7, Financial Analysis, Investments, Business Strategy, Asset Allocation, Strategic Financial..., Asset Management, Sales, Financial Services, Finance, Retirement Planning, Financial Advisory, Capital Markets, Wealth Management, Portfolio Management, Strategy, Insurance, Leadership, New Business Development, Wealth Accumulation, Estate Planning, Financial Modeling, Equity Research, Managing Accounts, Defined Benefit
Education
The University of Georgia 1978 — 1979
ABJ, Journalism
University of Virginia 1970 — 1974
BA, History
Ameriprise Financial May 2009 - Present
Wells Fargo Advisors December 2002 - May 2009
Skills
Series 7, Financial Analysis, Investments, Business Strategy, Asset Allocation, Strategic Financial..., Asset Management, Sales, Financial Services, Finance, Retirement Planning, Financial Advisory, Capital Markets, Wealth Management, Portfolio Management, Strategy, Insurance, Leadership, New Business Development, Wealth Accumulation, Estate Planning, Financial Modeling, Equity Research, Managing Accounts, Defined Benefit
Education
The University of Georgia 1978 — 1979
ABJ, Journalism
University of Virginia 1970 — 1974
BA, History
Rajesh Desai Rajesh Desai's Wells Fargo Advisors Experience September 2010 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors September 2010 - Present
MetLife September 2005 - September 2010
IIT Investrust 1994 - 1997
Education
The Institute of Chartered Accountants of India 1987 — 1991
Chartered Accountant, Accounts
Wells Fargo Advisors September 2010 - Present
MetLife September 2005 - September 2010
IIT Investrust 1994 - 1997
Education
The Institute of Chartered Accountants of India 1987 — 1991
Chartered Accountant, Accounts
Tyler Sparks's Wells Fargo Advisors Experience June 2013 - September 2013
Job Associate at ParthenonEY
Industry Management Consulting
Experience
Parthenon-EY September 2015 - Present
The Parthenon Group June 2014 - August 2014
Wells Fargo Advisors June 2013 - September 2013
Corporate Treasury Investment Consulting, LLC May 2013 - August 2013
Self-Employed June 2012 - August 2013
Revolution Prep April 2012 - September 2012
Jarrettsville Recreation Council June 2008 - August 2012
Skills
Research, Data Analysis, Leadership, Teaching, Economics, PowerPoint, Microsoft Excel, Public Speaking, Event Planning, Microsoft Word, Consulting, Competitive Analysis, Private Equity Due..., Econometrics, Collaborative Problem..., Industry Analysis, Photoshop, Social Media, Food Service, Writing, Note Taking, Statistics
Education
Williams College 2011 — 2015
Bachelor of Arts (B.A.), Magna Cum Laude, Economics
The University of Edinburgh 2014 — 2014
Visiting Student, Economics
Saint Paul's School for Boys 2007 — 2011
International Baccalaureate Diploma
Parthenon-EY September 2015 - Present
The Parthenon Group June 2014 - August 2014
Wells Fargo Advisors June 2013 - September 2013
Corporate Treasury Investment Consulting, LLC May 2013 - August 2013
Self-Employed June 2012 - August 2013
Revolution Prep April 2012 - September 2012
Jarrettsville Recreation Council June 2008 - August 2012
Skills
Research, Data Analysis, Leadership, Teaching, Economics, PowerPoint, Microsoft Excel, Public Speaking, Event Planning, Microsoft Word, Consulting, Competitive Analysis, Private Equity Due..., Econometrics, Collaborative Problem..., Industry Analysis, Photoshop, Social Media, Food Service, Writing, Note Taking, Statistics
Education
Williams College 2011 — 2015
Bachelor of Arts (B.A.), Magna Cum Laude, Economics
The University of Edinburgh 2014 — 2014
Visiting Student, Economics
Saint Paul's School for Boys 2007 — 2011
International Baccalaureate Diploma
Neil D. Ruda Neil D. Ruda's Wells Fargo Advisors Experience October 2007 - Present
Job Senior Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors October 2007 - Present
RBC Dain Rauscher April 2004 - October 2007
Advest, Inc. November 2000 - April 2004
Skills
401k, Retirement Planning, Asset Allocation, Mutual Funds, Wealth Management, Investment Strategies, Retirement, Financial Advisory, Fixed Annuities, Bonds
Education
The Ohio State University 1988 — 1992
BS, Business Administration and Management, General
Wells Fargo Advisors October 2007 - Present
RBC Dain Rauscher April 2004 - October 2007
Advest, Inc. November 2000 - April 2004
Skills
401k, Retirement Planning, Asset Allocation, Mutual Funds, Wealth Management, Investment Strategies, Retirement, Financial Advisory, Fixed Annuities, Bonds
Education
The Ohio State University 1988 — 1992
BS, Business Administration and Management, General
Q'marth Ghaemi Q'marth Ghaemi's Wells Fargo Advisors Experience February 2013 - November 2013
Job Sports Consulting Intern at Creative Artists Agency
Industry Sports
Experience
Creative Artists Agency June 2015 - August 2015
The Sports Quotient June 2014 - June 2015
Monumental Sports & Entertainment September 2013 - May 2015
The DLE Agency January 2015 - April 2015
James Grant Sports Group September 2014 - December 2014
The George Washington University School of Business May 2014 - October 2014
Northgate Gonzalez Markets June 2014 - August 2014
Wells Fargo Advisors February 2013 - November 2013
Sigma Phi Epsilon November 2012 - November 2013
The George Washington University School of Business August 2012 - May 2013
Skills
Public Speaking, Sports, Social Media, Teamwork, Sports Management, Microsoft Office, Microsoft Excel, Regression Analysis, Salary Cap, Sports Marketing, Basketball, Research, Linear Regression, R, Social Media Marketing, Event Planning, Event Management, Football, Customer Service, Social Networking, Facebook
Education
The George Washington University - School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Sports Management; Finance
University of New South Wales 2014 — 2014
Study Abroad, Finance and Financial Management Services
Creative Artists Agency June 2015 - August 2015
The Sports Quotient June 2014 - June 2015
Monumental Sports & Entertainment September 2013 - May 2015
The DLE Agency January 2015 - April 2015
James Grant Sports Group September 2014 - December 2014
The George Washington University School of Business May 2014 - October 2014
Northgate Gonzalez Markets June 2014 - August 2014
Wells Fargo Advisors February 2013 - November 2013
Sigma Phi Epsilon November 2012 - November 2013
The George Washington University School of Business August 2012 - May 2013
Skills
Public Speaking, Sports, Social Media, Teamwork, Sports Management, Microsoft Office, Microsoft Excel, Regression Analysis, Salary Cap, Sports Marketing, Basketball, Research, Linear Regression, R, Social Media Marketing, Event Planning, Event Management, Football, Customer Service, Social Networking, Facebook
Education
The George Washington University - School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Sports Management; Finance
University of New South Wales 2014 — 2014
Study Abroad, Finance and Financial Management Services
Lindsay Hyndman Lindsay Hyndman's Wells Fargo Advisors Experience January 2015 - May 2015
Job College Enhancement Intern at The College of New Jersey – Division of College Advancement
Industry
Experience
The College of New Jersey September 2015 - Present
Giant Food May 2013 - Present
US Environmental Protection Agency (EPA) June 2015 - July 2015
Wells Fargo Advisors January 2015 - May 2015
Giant Food January 2012 - May 2013
Giant Food January 2011 - January 2012
Skills
Mathematics, Analytical Skills, Economics, Retail, Teaching, Inventory Management, Data Entry, Teamwork, Research, Microsoft Word, Microsoft Office, Cashiering, Microsoft Excel, Customer Service, Outlook, Leadership, Customer Satisfaction, Marketing, Time Management
Education
The College of New Jersey 2012 — 2016
Bachelor of Arts (B.A.), Mathematics, Minors in Actuarial Studies & Risk Management and Economics
The College of New Jersey September 2015 - Present
Giant Food May 2013 - Present
US Environmental Protection Agency (EPA) June 2015 - July 2015
Wells Fargo Advisors January 2015 - May 2015
Giant Food January 2012 - May 2013
Giant Food January 2011 - January 2012
Skills
Mathematics, Analytical Skills, Economics, Retail, Teaching, Inventory Management, Data Entry, Teamwork, Research, Microsoft Word, Microsoft Office, Cashiering, Microsoft Excel, Customer Service, Outlook, Leadership, Customer Satisfaction, Marketing, Time Management
Education
The College of New Jersey 2012 — 2016
Bachelor of Arts (B.A.), Mathematics, Minors in Actuarial Studies & Risk Management and Economics
Stacey Hart's Wells Fargo Advisors Experience December 2003 - April 2004
Job Vice President, Credit Portfolio AdvisorSouth AL / FL Panhandle
Industry Banking
Experience
Regions Financial Corporation August 2005 - Present
Regions Financial Corporation August 2005 - April 2013
Opteum Financial Services April 2004 - June 2005
Wells Fargo Advisors December 2003 - April 2004
Avondale Mills May 1996 - May 2000
Skills
Financial Analysis, Financial Planning, Financial Reporting, Financial Accounting, Xcel, Xinnix Certified 04, Credit, Commercial Banking, Loans, Portfolio Management, Underwriting, Credit Analysis, Credit Risk, Banking, Commercial Lending, Financial Risk, Risk Management, Small Business Lending, Cash Flow, Lines Of Credit, Financial Services, Strategic Financial...
Education
The University of Georgia 2001 — 2003
Bachelors of Business Administration, Finance
Regions Financial Corporation August 2005 - Present
Regions Financial Corporation August 2005 - April 2013
Opteum Financial Services April 2004 - June 2005
Wells Fargo Advisors December 2003 - April 2004
Avondale Mills May 1996 - May 2000
Skills
Financial Analysis, Financial Planning, Financial Reporting, Financial Accounting, Xcel, Xinnix Certified 04, Credit, Commercial Banking, Loans, Portfolio Management, Underwriting, Credit Analysis, Credit Risk, Banking, Commercial Lending, Financial Risk, Risk Management, Small Business Lending, Cash Flow, Lines Of Credit, Financial Services, Strategic Financial...
Education
The University of Georgia 2001 — 2003
Bachelors of Business Administration, Finance
Arthur Levin Arthur Levin's Wells Fargo Advisors Experience October 2007 - Present
Job Managing Director, Investments at Tumlin Levin Sumner Wealth Management of Raymond James
Industry Financial Services
Experience
Tumlin Levin Sumner Wealth Management of Raymond James June 2015 - Present
Wells Fargo Advisors October 2007 - Present
AG Edwards and Sons October 1997 - October 2007
Skills
Wealth Management, Retirement Planning, Asset Allocation, Investments, Finance
Education
The Citadel 1971 — 1975
Bachelor's Degree, Business Administration
Tumlin Levin Sumner Wealth Management of Raymond James June 2015 - Present
Wells Fargo Advisors October 2007 - Present
AG Edwards and Sons October 1997 - October 2007
Skills
Wealth Management, Retirement Planning, Asset Allocation, Investments, Finance
Education
The Citadel 1971 — 1975
Bachelor's Degree, Business Administration
Brad Shiller Brad Shiller's Wells Fargo Advisors Experience February 2013 - September 2013
Job Mortgage and Banking Solutions
Industry Financial Services
Experience
Data Facts, Inc. August 2015 - Present
Teletrac May 2013 - October 2014
Wells Fargo Advisors February 2013 - September 2013
Capital One Bank October 2009 - August 2012
Martex Financial L.L.C. April 2006 - May 2009
Skills
Banking, Credit, Loans, Finance, Management, Call Centers, Sales, Mortgage Lending, Training, CRM, Financial Services, Sales Process, Loan Origination, Portfolio Management, Strategic Planning, Risk Management, Investments, Relationship Management, Consumer Lending, Process Improvement, B2B, Leadership, Lines Of Credit, Analysis, Organizational..., Salesforce.com, Saas, Webex
Education
Texas Wesleyan University 2003 — 2009
Bachelor's Degree, Business Administration and Management, General
Data Facts, Inc. August 2015 - Present
Teletrac May 2013 - October 2014
Wells Fargo Advisors February 2013 - September 2013
Capital One Bank October 2009 - August 2012
Martex Financial L.L.C. April 2006 - May 2009
Skills
Banking, Credit, Loans, Finance, Management, Call Centers, Sales, Mortgage Lending, Training, CRM, Financial Services, Sales Process, Loan Origination, Portfolio Management, Strategic Planning, Risk Management, Investments, Relationship Management, Consumer Lending, Process Improvement, B2B, Leadership, Lines Of Credit, Analysis, Organizational..., Salesforce.com, Saas, Webex
Education
Texas Wesleyan University 2003 — 2009
Bachelor's Degree, Business Administration and Management, General
Tonya Mackin Tonya Mackin's Wells Fargo Advisors Experience April 2013 - June 2013
Job Executive Director / Founder Athletes Mentored to Achieve Greatness, Inc.
Industry Nonprofit Organization Management
Experience
Self-employed May 2010 - Present
Wells Fargo Advisors April 2013 - June 2013
Charles Schwab December 2009 - March 2013
Charles Schwab September 2006 - December 2009
Skills
Marketing, Communication Skills, New Business Development, Nonprofits, Leadership, Finance, Strategic Planning, Sales, Fundraising, Leadership Development
Education
The Chicago School of Professional Psychology at Washington DC 2013 — 2017
Master of Arts (MA), Clinical Counseling and Applied Psychology
Winston-Salem State University 1987 — 1993
Bachelor of Science (BS), Accounting
Self-employed May 2010 - Present
Wells Fargo Advisors April 2013 - June 2013
Charles Schwab December 2009 - March 2013
Charles Schwab September 2006 - December 2009
Skills
Marketing, Communication Skills, New Business Development, Nonprofits, Leadership, Finance, Strategic Planning, Sales, Fundraising, Leadership Development
Education
The Chicago School of Professional Psychology at Washington DC 2013 — 2017
Master of Arts (MA), Clinical Counseling and Applied Psychology
Winston-Salem State University 1987 — 1993
Bachelor of Science (BS), Accounting
Lawrence Manolio's Wells Fargo Advisors Experience July 2015 - Present
Job Financial Advisor Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors July 2015 - Present
UBS Wealth Management July 2008 - July 2015
A.G. Edwards & Sons, Inc. December 2007 - July 2008
Skills
Retirement Planning, Investment Planning, Portfolio Management, Risk Management, Strategic Financial..., Estate Planning, Alternative Investments, Financial Analysis, Wealth Management
Education
The Catholic University of America
Bachelor of Science (B.S.), Finance, Economics
Wells Fargo Advisors July 2015 - Present
UBS Wealth Management July 2008 - July 2015
A.G. Edwards & Sons, Inc. December 2007 - July 2008
Skills
Retirement Planning, Investment Planning, Portfolio Management, Risk Management, Strategic Financial..., Estate Planning, Alternative Investments, Financial Analysis, Wealth Management
Education
The Catholic University of America
Bachelor of Science (B.S.), Finance, Economics
James R. Michalski's Wells Fargo Advisors Experience June 2013 - August 2013
Job Student at The George Washington University
Industry Financial Services
Experience
AB June 2015 - July 2015
AmeriCAN (Mount Vernon Group) June 2014 - December 2014
Embassy of Ecuador July 2014 - September 2014
Crestwood Lake May 2013 - September 2013
Wells Fargo Advisors June 2013 - August 2013
CAMP NO-BE-BO-SCO, Boy Scout CampHardwick June 2008 - August 2008
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Time Management, Quantitative Analytics, Research, Market Research, Statistics, Social Media Marketing, Teaching, First Aid, Lifeguarding, CPR Certified
Education
The George Washington University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General and Business, Economics, & Public Policy, Junior
Northern Highlands Regional High School 2008 — 2012
Diploma
AB June 2015 - July 2015
AmeriCAN (Mount Vernon Group) June 2014 - December 2014
Embassy of Ecuador July 2014 - September 2014
Crestwood Lake May 2013 - September 2013
Wells Fargo Advisors June 2013 - August 2013
CAMP NO-BE-BO-SCO, Boy Scout CampHardwick June 2008 - August 2008
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Time Management, Quantitative Analytics, Research, Market Research, Statistics, Social Media Marketing, Teaching, First Aid, Lifeguarding, CPR Certified
Education
The George Washington University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General and Business, Economics, & Public Policy, Junior
Northern Highlands Regional High School 2008 — 2012
Diploma
Blake Kahn Blake Kahn's Wells Fargo Advisors Experience May 2010 - January 2011
Job Wealth Management at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual February 2015 - Present
Morgan Stanley July 2012 - January 2015
E*TRADE Financial February 2011 - June 2012
Wells Fargo Advisors May 2010 - January 2011
Athens Country Club August 2008 - December 2009
Marriott Hotels February 2002 - September 2004
Education
The University of Georgia 2008 — 2010
B.S.F.C.S - Family Financial Planning, Family and Consumer Economics and Related Studies, Alumni
Northwestern Mutual February 2015 - Present
Morgan Stanley July 2012 - January 2015
E*TRADE Financial February 2011 - June 2012
Wells Fargo Advisors May 2010 - January 2011
Athens Country Club August 2008 - December 2009
Marriott Hotels February 2002 - September 2004
Education
The University of Georgia 2008 — 2010
B.S.F.C.S - Family Financial Planning, Family and Consumer Economics and Related Studies, Alumni
Aaron Kamat Aaron Kamat's Wells Fargo Advisors Experience October 2010 - December 2012
Job Partner at Creekside Financial Advisors
Industry Financial Services
Experience
Creekside Financial Advisors February 2014 - Present
McDonald Partners December 2012 - February 2014
Wells Fargo Advisors October 2010 - December 2012
Skills
Retirement Planning, Series 7, Strategic Financial..., Investment Advisory, Wealth Management, Estate Planning, Equities, Investment Strategies, Asset Allocation, Portfolio Management, Sales Management, Cross-functional Team..., New Business Development
Education
The Ohio State University 2003 — 2007
Creekside Financial Advisors February 2014 - Present
McDonald Partners December 2012 - February 2014
Wells Fargo Advisors October 2010 - December 2012
Skills
Retirement Planning, Series 7, Strategic Financial..., Investment Advisory, Wealth Management, Estate Planning, Equities, Investment Strategies, Asset Allocation, Portfolio Management, Sales Management, Cross-functional Team..., New Business Development
Education
The Ohio State University 2003 — 2007
Gabriel Hicks, CFP®'s Wells Fargo Advisors Experience July 2013 - Present
Job Financial Advisor
Industry Financial Services
Experience
Wells Fargo Advisors July 2013 - Present
BMO Harris Financial Advisors April 2004 - July 2013
CUNA Mutual Group January 2003 - April 2004
Skills
Investment Portfolio..., Retirement, Portfolio Management, Financial Strategies, Strategic Investment..., Finance, Wealth Management, Insurance, Budgets, Retirement Planning
Education
Viterbo University 2009 — 2011
MBA, Business Administration
The American College 2003 — 2007
CFP®, Certified Financial Planner™ designation
Viterbo University 1994 — 1998
Bachelor of Education, Music
Wells Fargo Advisors July 2013 - Present
BMO Harris Financial Advisors April 2004 - July 2013
CUNA Mutual Group January 2003 - April 2004
Skills
Investment Portfolio..., Retirement, Portfolio Management, Financial Strategies, Strategic Investment..., Finance, Wealth Management, Insurance, Budgets, Retirement Planning
Education
Viterbo University 2009 — 2011
MBA, Business Administration
The American College 2003 — 2007
CFP®, Certified Financial Planner™ designation
Viterbo University 1994 — 1998
Bachelor of Education, Music
Brian Dunphy Brian Dunphy's Wells Fargo Advisors Experience 2004 - Present
Job Financial Advisor, First Vice President Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors 2004 - Present
Merrill Lynch 1992 - 2004
Skills
Investment Planning, Investment Strategies, Asset Allocation, Finance, Insurance, Investment Advisory, Investments, Mutual Funds, Retirement, Retirement Planning, Series 63, Series 7, Wealth Management, Customer Service, Leadership, Management, Public Speaking, Program Management, Team Building
Education
The Citadel 1982 — 1986
Bachelor of Science (BS), Business Administration and Management, General
The Citadel 1982 — 1986
Bachelor’s Degree, Business Administration and Management, General
Wells Fargo Advisors 2004 - Present
Merrill Lynch 1992 - 2004
Skills
Investment Planning, Investment Strategies, Asset Allocation, Finance, Insurance, Investment Advisory, Investments, Mutual Funds, Retirement, Retirement Planning, Series 63, Series 7, Wealth Management, Customer Service, Leadership, Management, Public Speaking, Program Management, Team Building
Education
The Citadel 1982 — 1986
Bachelor of Science (BS), Business Administration and Management, General
The Citadel 1982 — 1986
Bachelor’s Degree, Business Administration and Management, General
Brian Gitschier Brian Gitschier's Wells Fargo Advisors Experience May 2012 - February 2013
Job Assurance Associate at EY
Industry Accounting
Experience
EY July 2014 - Present
University System of NH April 2013 - September 2013
Wells Fargo Advisors May 2012 - February 2013
The George Washington University January 2010 - August 2012
Nike April 2009 - August 2011
Skills
Microsoft Excel, Microsoft Office, Access, PowerPoint, Microsoft Word, Banner Finance, Data Analysis, Outlook, Public Speaking
Education
University of Notre Dame - Mendoza College of Business 2013 — 2014
Master of Science (MS), Accounting
The George Washington University - School of Business 2009 — 2013
Bachelor's degree, Accounting
Oyster River High School 2005 — 2009
EY July 2014 - Present
University System of NH April 2013 - September 2013
Wells Fargo Advisors May 2012 - February 2013
The George Washington University January 2010 - August 2012
Nike April 2009 - August 2011
Skills
Microsoft Excel, Microsoft Office, Access, PowerPoint, Microsoft Word, Banner Finance, Data Analysis, Outlook, Public Speaking
Education
University of Notre Dame - Mendoza College of Business 2013 — 2014
Master of Science (MS), Accounting
The George Washington University - School of Business 2009 — 2013
Bachelor's degree, Accounting
Oyster River High School 2005 — 2009
Brennan James Malone, CFP®'s Wells Fargo Advisors Experience December 2007 - February 2010
Job Investment Counselor at Fisher Investments
Industry Financial Services
Experience
Fisher Investments January 2015 - Present
Ωmega Financial Group, LLC June 2012 - December 2014
Ωmega Financial Group, LLC February 2010 - June 2012
Wells Fargo Advisors December 2007 - February 2010
Education
CFA Institute
2016 Level I Candidate in the CFA Program
The American College 2012 — 2015
Financial Planning and Services
University of California, Santa Barbara 2008 — 2012
Bachelor's Degree, Business Economics, Accounting
Fisher Investments January 2015 - Present
Ωmega Financial Group, LLC June 2012 - December 2014
Ωmega Financial Group, LLC February 2010 - June 2012
Wells Fargo Advisors December 2007 - February 2010
Education
CFA Institute
2016 Level I Candidate in the CFA Program
The American College 2012 — 2015
Financial Planning and Services
University of California, Santa Barbara 2008 — 2012
Bachelor's Degree, Business Economics, Accounting
Russell Meers Russell Meers's Wells Fargo Advisors Experience January 1999 - 2003
Job Vice President at Alamo Capital Financial Services
Industry Financial Services
Experience
Alamo Capital Financial Services March 2005 - Present
Wells Fargo Advisors January 1999 - 2003
Morgan Stanley May 1994 - May 1999
Skills
Series 7, Fixed Income, Mutual Funds, Bonds, Insurance, Investments
Education
The University of Georgia 1970 — 1973
Bachlor of Arts, Math and Language Arts
Virginia Military Institute
Alamo Capital Financial Services March 2005 - Present
Wells Fargo Advisors January 1999 - 2003
Morgan Stanley May 1994 - May 1999
Skills
Series 7, Fixed Income, Mutual Funds, Bonds, Insurance, Investments
Education
The University of Georgia 1970 — 1973
Bachlor of Arts, Math and Language Arts
Virginia Military Institute
Jessika Lum Jessika Lum's Wells Fargo Advisors Experience April 2014 - October 2014
Job Inside Sales Representative at Nimble Storage
Industry Information Technology and Services
Experience
Nimble Storage August 2015 - Present
TEKsystems October 2014 - April 2015
Wells Fargo Advisors April 2014 - October 2014
University of California, Irvine January 2014 - June 2014
Gamma Sigma Alpha, National Honor Society April 2013 - March 2014
Alpha Phi International Fraternity January 2013 - December 2013
California Pizza Kitchen March 2012 - January 2013
UC Irvine April 2012 - December 2012
United Spirit Association May 2010 - February 2012
Skills
Microsoft Office, Leadership, Public Speaking, Research, Recruiting, Program Development, Microsoft Word, Social Networking, Social Media, Marketing, Sales, Salesforce.com, Marketo, Data Storage..., Inside Sales, Cold Calling, Networking, Channel Partners, Strategic Partnerships
Education
University of California, Irvine 2010 — 2014
Bachelor of Arts (BA), Political Science and Psychology (Cognitive Science)
The American University of Rome 2013 — 2013
Nimble Storage August 2015 - Present
TEKsystems October 2014 - April 2015
Wells Fargo Advisors April 2014 - October 2014
University of California, Irvine January 2014 - June 2014
Gamma Sigma Alpha, National Honor Society April 2013 - March 2014
Alpha Phi International Fraternity January 2013 - December 2013
California Pizza Kitchen March 2012 - January 2013
UC Irvine April 2012 - December 2012
United Spirit Association May 2010 - February 2012
Skills
Microsoft Office, Leadership, Public Speaking, Research, Recruiting, Program Development, Microsoft Word, Social Networking, Social Media, Marketing, Sales, Salesforce.com, Marketo, Data Storage..., Inside Sales, Cold Calling, Networking, Channel Partners, Strategic Partnerships
Education
University of California, Irvine 2010 — 2014
Bachelor of Arts (BA), Political Science and Psychology (Cognitive Science)
The American University of Rome 2013 — 2013
Hillery P. Douglas, Jr.'s Wells Fargo Advisors Experience June 2010 - January 2011
Job Account Manager at CVRT
Industry Import and Export
Experience
CVRT 2014 - Present
Allstate Financial November 2011 - February 2013
Wells Fargo Advisors June 2010 - January 2011
Guardsmark January 2008 - January 2009
CAPITAL SERVICES GROUP, INC May 2002 - November 2007
ESA, INC January 1999 - January 2002
NEXTEL COMMUNICATIONS January 1997 - January 1999
BellSouth Mobility January 1994 - January 1996
Robinson Associates January 1991 - January 1993
United States Air Force September 1982 - September 1991
Skills
Finance, Leadership, Sales, Customer Service, Marketing, Recruiting, Payroll, Human Resources, Consulting, Contact Management, Team Building, Sales Management, Insurance, Strategic Financial..., Strategic Planning
Education
APPRAISAL INSTITUTE
CAPSTONE INSTITUTE OF MORTGAGE FINANCE
THE CITADELThe Military College of South Carolina
Bachelor's Degree, Business Administration
The Citadel
BS, Business Admin
CVRT 2014 - Present
Allstate Financial November 2011 - February 2013
Wells Fargo Advisors June 2010 - January 2011
Guardsmark January 2008 - January 2009
CAPITAL SERVICES GROUP, INC May 2002 - November 2007
ESA, INC January 1999 - January 2002
NEXTEL COMMUNICATIONS January 1997 - January 1999
BellSouth Mobility January 1994 - January 1996
Robinson Associates January 1991 - January 1993
United States Air Force September 1982 - September 1991
Skills
Finance, Leadership, Sales, Customer Service, Marketing, Recruiting, Payroll, Human Resources, Consulting, Contact Management, Team Building, Sales Management, Insurance, Strategic Financial..., Strategic Planning
Education
APPRAISAL INSTITUTE
CAPSTONE INSTITUTE OF MORTGAGE FINANCE
THE CITADELThe Military College of South Carolina
Bachelor's Degree, Business Administration
The Citadel
BS, Business Admin
Luke Morse's Wells Fargo Advisors Experience June 2010 - November 2010
Job FA Associate at J.P. Morgan Securities LLC
Industry Financial Services
Experience
J.P. Morgan Chase July 2011 - Present
Wells Fargo Advisors June 2010 - November 2010
UBS January 2010 - April 2010
Washington Redskins September 2009 - December 2009
Philly.com June 2009 - August 2009
Salomon Smith Barney June 2009 - August 2009
Morgan Stanley October 2008 - April 2009
Trust Company of Vermont June 2006 - August 2008
Education
The George Washington University - School of Business 2007 — 2011
J.P. Morgan Chase July 2011 - Present
Wells Fargo Advisors June 2010 - November 2010
UBS January 2010 - April 2010
Washington Redskins September 2009 - December 2009
Philly.com June 2009 - August 2009
Salomon Smith Barney June 2009 - August 2009
Morgan Stanley October 2008 - April 2009
Trust Company of Vermont June 2006 - August 2008
Education
The George Washington University - School of Business 2007 — 2011
Lee Carroll ChFC, CLU's Wells Fargo Advisors Experience August 2012 - Present
Job Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors August 2012 - Present
Skills
Investments, Insurance, Finance, Small Business, Series 7, Retirement Planning, Retirement, Strategic Financial..., Mutual Funds, 401k, Life Insurance, Long-term Care, Financial Modeling, Series 63, Program Management, Strategic Planning, Team Building, Customer Service
Education
The American College 1988 — 1989
Chartered Financial Consultant designation
The American College 1987 — 1988
Chartered Life Underwriter designation
Virginia Polytechnic Institute and State University 1981 — 1985
Bachelor of Science, Finance and Management Science
Wells Fargo Advisors August 2012 - Present
Skills
Investments, Insurance, Finance, Small Business, Series 7, Retirement Planning, Retirement, Strategic Financial..., Mutual Funds, 401k, Life Insurance, Long-term Care, Financial Modeling, Series 63, Program Management, Strategic Planning, Team Building, Customer Service
Education
The American College 1988 — 1989
Chartered Financial Consultant designation
The American College 1987 — 1988
Chartered Life Underwriter designation
Virginia Polytechnic Institute and State University 1981 — 1985
Bachelor of Science, Finance and Management Science
Ian Isakson's Wells Fargo Advisors Experience May 2012 - Present
Job Personal Banker and Brokerage Associate
Industry Financial Services
Experience
Wells Fargo July 2011 - Present
Wells Fargo Advisors May 2012 - Present
COUNTRY® Financial June 2008 - July 2011
Isakson's True Value August 2000 - September 2006
Skills
Networking, Insurance, Retirement Planning, 401k, Small Business, Investments, Retirement, Strategic Financial..., Credit, Banking, Referrals, Management, Customer Service, Finance, Loans, Series 63, Series 6, Small Business Lending, Loan Origination, Lines Of Credit, Financial Services, Retail Banking, Wealth Management, IRAs, Financial Planning, Sales
Education
University of Wisconsin-River Falls 2015 — 2017
Master of Business Administration (MBA)
University of Wisconsin-Madison 2004 — 2008
B.S., Economics
The American College
CFP, In Progress
Wells Fargo July 2011 - Present
Wells Fargo Advisors May 2012 - Present
COUNTRY® Financial June 2008 - July 2011
Isakson's True Value August 2000 - September 2006
Skills
Networking, Insurance, Retirement Planning, 401k, Small Business, Investments, Retirement, Strategic Financial..., Credit, Banking, Referrals, Management, Customer Service, Finance, Loans, Series 63, Series 6, Small Business Lending, Loan Origination, Lines Of Credit, Financial Services, Retail Banking, Wealth Management, IRAs, Financial Planning, Sales
Education
University of Wisconsin-River Falls 2015 — 2017
Master of Business Administration (MBA)
University of Wisconsin-Madison 2004 — 2008
B.S., Economics
The American College
CFP, In Progress
Paula Pass's Wells Fargo Advisors Experience July 2014 - September 2015
Job CEO Arka̅gos Advisors + Asset Management
Industry Financial Services
Experience
Wells Fargo Advisors July 2014 - September 2015
Hill & Hill Financial, LLC April 2012 - July 2014
OFC Capital Corporation a subsidiary of MidCountry Bank October 2007 - September 2009
Bistro VG (formerly Van Gogh's Restaurant) January 2003 - October 2007
Skills
Leadership, Management, Financial Analysis, Business Development, Project Planning, Strategic Planning, Operations Management, Process Improvement
Education
The University of Georgia 1988 — 1991
BA, Political Science / Economics
Queens College 1986 — 1988
Political Science / Economics
Marietta High School
Wells Fargo Advisors July 2014 - September 2015
Hill & Hill Financial, LLC April 2012 - July 2014
OFC Capital Corporation a subsidiary of MidCountry Bank October 2007 - September 2009
Bistro VG (formerly Van Gogh's Restaurant) January 2003 - October 2007
Skills
Leadership, Management, Financial Analysis, Business Development, Project Planning, Strategic Planning, Operations Management, Process Improvement
Education
The University of Georgia 1988 — 1991
BA, Political Science / Economics
Queens College 1986 — 1988
Political Science / Economics
Marietta High School
Charles Christiansen Charles Christiansen's Wells Fargo Advisors Experience May 2009 - Present
Job Senior Vice PresidentBranch Manager
Industry Financial Services
Experience
Wells Fargo Advisors May 2009 - Present
Wachovia Securities, LLC July 2003 - May 2009
Education
The Citadel
Bachelor of Science
University of NC
Master of Business Administration
Wells Fargo Advisors May 2009 - Present
Wachovia Securities, LLC July 2003 - May 2009
Education
The Citadel
Bachelor of Science
University of NC
Master of Business Administration
Alex Wordsworth Alex Wordsworth's Wells Fargo Advisors Experience March 2006 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 2006 - Present
Electrolux 2002 - 2006
Education
The Johns Hopkins University
Master of Business Administration (MBA), Business
Wells Fargo Advisors March 2006 - Present
Electrolux 2002 - 2006
Education
The Johns Hopkins University
Master of Business Administration (MBA), Business
Kenneth J. Lang Kenneth J. Lang's Wells Fargo Advisors Experience 2011 - 2014
Job Relationship Manager at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial 2014 - Present
Wells Fargo Advisors 2011 - 2014
Mutual of America 2009 - 2011
Retirement Clearinghouse 2007 - 2008
Fidelity Investments 1989 - 2006
USi 1999 - 2002
Skills
401k, Retirement, Retirement Planning, Investments, Pensions, Financial Advisory, 401k Rollovers, Employee Benefits, Retirement Plan..., Fixed Annuities, Finance, Mutual Funds, IRAs, Series 6, Defined Benefit, Life Insurance, High Net Worth..., Series 7, Series 63, Financial Services, 403 b, Business Planning, Wealth Management, Asset Allocation, Investment Advisory, Uniform Combined State..., Series 65, FINRA, Strategic Financial..., Estate Planning
Education
The Ohio State University 1984 — 1988
Bachelor of Arts, Business, Economics, Social Sciences
Nationwide Financial 2014 - Present
Wells Fargo Advisors 2011 - 2014
Mutual of America 2009 - 2011
Retirement Clearinghouse 2007 - 2008
Fidelity Investments 1989 - 2006
USi 1999 - 2002
Skills
401k, Retirement, Retirement Planning, Investments, Pensions, Financial Advisory, 401k Rollovers, Employee Benefits, Retirement Plan..., Fixed Annuities, Finance, Mutual Funds, IRAs, Series 6, Defined Benefit, Life Insurance, High Net Worth..., Series 7, Series 63, Financial Services, 403 b, Business Planning, Wealth Management, Asset Allocation, Investment Advisory, Uniform Combined State..., Series 65, FINRA, Strategic Financial..., Estate Planning
Education
The Ohio State University 1984 — 1988
Bachelor of Arts, Business, Economics, Social Sciences
Key S. C. Worcester Key S. C. Worcester's Wells Fargo Advisors Experience August 2008 - July 2010
Job Deputy Director of Finance & Administration at Department of Budget & Management
Industry Venture Capital & Private Equity
Experience
Wells Fargo Advisors August 2008 - July 2010
Andy Harris for US Congress Campaign June 2007 - April 2009
Office of Governor Robert L. Ehrlich, Jr. January 2006 - January 2007
Maryland Department of Business and Economic Development June 2003 - January 2006
Skills
Capital Markets, Portfolio Management, Financial Analysis, Financial Modeling, Investment Banking, Finance, Leadership, Entrepreneurship, Government, Investments
Education
The Johns Hopkins University 1993 — 1998
BA, Economics
Gilman School 1988 — 1992
High School Diploma
Wells Fargo Advisors August 2008 - July 2010
Andy Harris for US Congress Campaign June 2007 - April 2009
Office of Governor Robert L. Ehrlich, Jr. January 2006 - January 2007
Maryland Department of Business and Economic Development June 2003 - January 2006
Skills
Capital Markets, Portfolio Management, Financial Analysis, Financial Modeling, Investment Banking, Finance, Leadership, Entrepreneurship, Government, Investments
Education
The Johns Hopkins University 1993 — 1998
BA, Economics
Gilman School 1988 — 1992
High School Diploma
Kurt Mears Financial Planner Kurt Mears Financial Planner's Wells Fargo Advisors Experience February 2008 - April 2010
Job Vice President at Advance Capital Management
Industry Financial Services
Experience
Advance Capital April 2010 - Present
Wells Fargo Advisors February 2008 - April 2010
Century Federal Credit Union 2003 - 2005
Skills
Portfolio Management, Retirement Planning, Estate Planning, Strategic Financial..., Financial Services, Investment Advisory, Wealth Management, Retirement, 401k, Financial Planning, Finance, Financial Advisory, Investments, Insurance, Securities, Strategy, Employee Benefits, Wealth, Small Business, Financial Planners, Valuation, Mutual Funds, Banking, IRAs, Series 7, Series 63, Fixed Annuities, Uniform Combined State..., Life Insurance, Series 6, Series 65, Long Term Care Insurance, Long-term Care, Asset Allocation
Education
College of Financial Planning 2008 — 2008
Chartered Retirement Planning Counselor, CRPC(r), Retirement Planning
The University of Akron 2000 — 2004
B.A., Marketing Management
Advance Capital April 2010 - Present
Wells Fargo Advisors February 2008 - April 2010
Century Federal Credit Union 2003 - 2005
Skills
Portfolio Management, Retirement Planning, Estate Planning, Strategic Financial..., Financial Services, Investment Advisory, Wealth Management, Retirement, 401k, Financial Planning, Finance, Financial Advisory, Investments, Insurance, Securities, Strategy, Employee Benefits, Wealth, Small Business, Financial Planners, Valuation, Mutual Funds, Banking, IRAs, Series 7, Series 63, Fixed Annuities, Uniform Combined State..., Life Insurance, Series 6, Series 65, Long Term Care Insurance, Long-term Care, Asset Allocation
Education
College of Financial Planning 2008 — 2008
Chartered Retirement Planning Counselor, CRPC(r), Retirement Planning
The University of Akron 2000 — 2004
B.A., Marketing Management
Steven Brewer, MSM, PMP Steven Brewer, MSM, PMP's Wells Fargo Advisors Experience November 2013 - January 2014
Job Superb training professional with masterlevel facilitation skills, road warrior availability & decades of experience.
Industry Professional Training & Coaching
Experience
TrueBridge Resources, A North Highland Company March 2015 - Present
FirstService Residential January 2014 - November 2014
Wells Fargo Advisors November 2013 - January 2014
TEKsystems May 2012 - October 2013
United States Department of Agriculture March 2011 - June 2012
Wells Fargo September 2010 - December 2010
Eliassen Group April 2010 - June 2010
Philadelphia Insurance Companies January 2007 - February 2010
PMI-DVC January 2009 - December 2009
Munich re America January 2002 - December 2006
Skills
Training Delivery, Organizational..., Instructional Design, Human Resources, Technical Training, Training, Strategy, Leadership, Leadership Development, Needs Analysis, Onboarding, Learning Management, Mentoring, Management Development, SharePoint, Project Management, Coaching, Management, Consulting, Staff Mentoring, Program Management, Team Building, Training Facilitation, Training & Development, Employee Training, Learning Management..., Blended Learning
Education
The American College 1990 — 1992
MS, Insurance Management
University of Massachusetts Lowell 1971 — 1975
BS, Electrical Engineering
Oakmont 1965 — 1971
College
TrueBridge Resources, A North Highland Company March 2015 - Present
FirstService Residential January 2014 - November 2014
Wells Fargo Advisors November 2013 - January 2014
TEKsystems May 2012 - October 2013
United States Department of Agriculture March 2011 - June 2012
Wells Fargo September 2010 - December 2010
Eliassen Group April 2010 - June 2010
Philadelphia Insurance Companies January 2007 - February 2010
PMI-DVC January 2009 - December 2009
Munich re America January 2002 - December 2006
Skills
Training Delivery, Organizational..., Instructional Design, Human Resources, Technical Training, Training, Strategy, Leadership, Leadership Development, Needs Analysis, Onboarding, Learning Management, Mentoring, Management Development, SharePoint, Project Management, Coaching, Management, Consulting, Staff Mentoring, Program Management, Team Building, Training Facilitation, Training & Development, Employee Training, Learning Management..., Blended Learning
Education
The American College 1990 — 1992
MS, Insurance Management
University of Massachusetts Lowell 1971 — 1975
BS, Electrical Engineering
Oakmont 1965 — 1971
College
Michael Burns, CFP® Michael Burns, CFP®'s Wells Fargo Advisors Experience February 1997 - Present
Job Senior Vice President Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors February 1997 - Present
Education
The University of Georgia 1992 — 1996
Bachelor of Science (B.S.) Agriculture,, Agribusiness
Wells Fargo Advisors February 1997 - Present
Education
The University of Georgia 1992 — 1996
Bachelor of Science (B.S.) Agriculture,, Agribusiness
Todd Michalak's Wells Fargo Advisors Experience September 2010 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors September 2010 - Present
RydexSGI April 2008 - September 2010
Rydex Investments January 2005 - April 2008
Rydex Funds September 2003 - January 2005
Education
The Catholic University of America 1999 — 2003
Bachelor’s Degree, History
Wells Fargo Advisors September 2010 - Present
RydexSGI April 2008 - September 2010
Rydex Investments January 2005 - April 2008
Rydex Funds September 2003 - January 2005
Education
The Catholic University of America 1999 — 2003
Bachelor’s Degree, History
Michael Mondello Michael Mondello's Wells Fargo Advisors Experience December 2013 - Present
Job First Vice President Investment Officer Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors December 2013 - Present
Edward Jones December 2004 - December 2013
A. G.Edwards 2002 - 2004
New England Financial 1999 - 2002
Skills
Retirement Planning, Wealth Management, Financial Planning, Investments, Mutual Funds, Series 7, Retirement
Education
The King's College 1978 — 1982
Wells Fargo Advisors December 2013 - Present
Edward Jones December 2004 - December 2013
A. G.Edwards 2002 - 2004
New England Financial 1999 - 2002
Skills
Retirement Planning, Wealth Management, Financial Planning, Investments, Mutual Funds, Series 7, Retirement
Education
The King's College 1978 — 1982
Conor Kennedy's Wells Fargo Advisors Experience May 2014 - August 2014
Job OffCampus Facilitator Prison Program at Sinclair Community College
Industry
Experience
Sinclair Community College May 2015 - Present
Rita's Italian Ice May 2008 - Present
Wells Fargo Advisors May 2014 - August 2014
Skills
Communication Skills, Treasury Management, Public Speaking, Microsoft Office, Mac OS, Microsoft Excel, Video Editing, Image Editing, Twitter, Facebook, Social Media, iMovie
Education
The Ohio State University 2012 — 2016
Sociology and Criminology
Sinclair Community College May 2015 - Present
Rita's Italian Ice May 2008 - Present
Wells Fargo Advisors May 2014 - August 2014
Skills
Communication Skills, Treasury Management, Public Speaking, Microsoft Office, Mac OS, Microsoft Excel, Video Editing, Image Editing, Twitter, Facebook, Social Media, iMovie
Education
The Ohio State University 2012 — 2016
Sociology and Criminology
Milagros Gutierrez Milagros Gutierrez's Wells Fargo Advisors Experience November 2012 - July 2014
Job Business Analyst at Virginia Lottery
Industry Information Technology and Services
Experience
Virginia Lottery August 2014 - Present
Wells Fargo Advisors November 2012 - July 2014
CACI International, Inc. May 2012 - October 2012
HSBC 2004 - 2011
First Data Corporation (formerly PaySys International) January 1995 - October 2004
Systematics, Inc 1992 - 1994
Beverly Enterprises 1982 - 1992
Skills
SDLC, Requirements Analysis, Requirements Gathering, Documentation, VisionPLUS, COBOL, Software Project..., Business Analysis, Mainframe, Team Leadership, Software Documentation
Education
The George Washington University 2006 — 2008
Various Business Analyst and Project Management Courses, ESI International
Saint Leo College
Bachelor of Arts, Business Administration
Universidad de Puerto Rico, Polytechnic College
Associates degree, Computer Science
Virginia Lottery August 2014 - Present
Wells Fargo Advisors November 2012 - July 2014
CACI International, Inc. May 2012 - October 2012
HSBC 2004 - 2011
First Data Corporation (formerly PaySys International) January 1995 - October 2004
Systematics, Inc 1992 - 1994
Beverly Enterprises 1982 - 1992
Skills
SDLC, Requirements Analysis, Requirements Gathering, Documentation, VisionPLUS, COBOL, Software Project..., Business Analysis, Mainframe, Team Leadership, Software Documentation
Education
The George Washington University 2006 — 2008
Various Business Analyst and Project Management Courses, ESI International
Saint Leo College
Bachelor of Arts, Business Administration
Universidad de Puerto Rico, Polytechnic College
Associates degree, Computer Science
Steve Casull's Wells Fargo Advisors Experience May 2010 - August 2012
Job Casull Financial Advisory LLC CasullOutdoors.com
Industry Investment Management
Experience
Casull Financial Advisory August 2012 - Present
Wells Fargo Advisors May 2010 - August 2012
Lefavi Wealth Management October 2004 - June 2007
Casull Capital Partners January 1999 - October 2003
Piper Jaffray January 1997 - October 2003
United Technologies, Colt Firearms mfg. February 1991 - April 1994
JFI, Limited March 1987 - July 1991
Skills
Start-ups, Finance, Product Management, Insurance, Financial Analysis, Asset Management, Financial Modeling, Investments, Corporate Finance, Investment Banking, Accounting, Financial Reporting, Due Diligence, Credit, Venture Capital, Strategic Planning, Business Strategy, Microsoft Office, Structured Finance, Microsoft Excel, Valuation, Asset Managment, Portfolio Management, Risk Management, Marketing, Management, Leadership, Financial Services, Financial Planning, Sales
Education
Hong Kong Polytechnic 1988 — 1991
Module Study Program / Mattel Endorsement, Industrial Sciences, Materials Sourcing, Efficiency Design
University of Utah 1980 — 1982
Business
Casull Financial Advisory August 2012 - Present
Wells Fargo Advisors May 2010 - August 2012
Lefavi Wealth Management October 2004 - June 2007
Casull Capital Partners January 1999 - October 2003
Piper Jaffray January 1997 - October 2003
United Technologies, Colt Firearms mfg. February 1991 - April 1994
JFI, Limited March 1987 - July 1991
Skills
Start-ups, Finance, Product Management, Insurance, Financial Analysis, Asset Management, Financial Modeling, Investments, Corporate Finance, Investment Banking, Accounting, Financial Reporting, Due Diligence, Credit, Venture Capital, Strategic Planning, Business Strategy, Microsoft Office, Structured Finance, Microsoft Excel, Valuation, Asset Managment, Portfolio Management, Risk Management, Marketing, Management, Leadership, Financial Services, Financial Planning, Sales
Education
Hong Kong Polytechnic 1988 — 1991
Module Study Program / Mattel Endorsement, Industrial Sciences, Materials Sourcing, Efficiency Design
University of Utah 1980 — 1982
Business
Alfred Ponder Jr.'s Wells Fargo Advisors Experience November 2004 - August 2010
Job Financial Advisor Delivering Personalized Financial Planning and Advice
Industry Investment Management
Experience
SunTrust Investment Services, Inc. 2010 - Present
SunTrust Investment Services, Inc. August 2010 - July 2013
Wells Fargo Advisors November 2004 - August 2010
Banc of America Investments Inc. January 2001 - November 2004
Olde Discount Stockbrokers 1996 - 1998
Olde Discount Stockbrokers 1996 - 1998
Olde Discount Stockbrokers 1996 - 1998
Olde Discount Stockbrokers 1996 - 1998
Bear Stearns 1994 - June 1996
Education
Northside High School
The University of Georgia
BA, Economics
University of Georgia - Terry College of Business
SunTrust Investment Services, Inc. 2010 - Present
SunTrust Investment Services, Inc. August 2010 - July 2013
Wells Fargo Advisors November 2004 - August 2010
Banc of America Investments Inc. January 2001 - November 2004
Olde Discount Stockbrokers 1996 - 1998
Olde Discount Stockbrokers 1996 - 1998
Olde Discount Stockbrokers 1996 - 1998
Olde Discount Stockbrokers 1996 - 1998
Bear Stearns 1994 - June 1996
Education
Northside High School
The University of Georgia
BA, Economics
University of Georgia - Terry College of Business
Nathan Gorenflo, MBA's Wells Fargo Advisors Experience April 2008 - December 2010
Job Director of Digital Marketing at Franklin University
Industry Marketing and Advertising
Experience
Franklin University February 2013 - Present
Franklin University February 2011 - February 2013
Wells Fargo Advisors April 2008 - December 2010
Mountaintop Conferences April 2004 - March 2008
Mountaintop Conferences June 2002 - March 2004
SBC Advertising February 2001 - May 2002
SBC Advertising May 2000 - February 2001
SBC Advertising June 1999 - May 2000
Skills
SEO, Digital Marketing, Social Media, Social Media Marketing, Interactive Marketing, Marketing Strategy, Email Marketing, Integrated Marketing, Online Advertising, Marketing Communications, Marketing, Advertising, Project Management, Strategic Planning, Market Planning, CRM, Leadership, Web Analytics, Microsoft Office, Public Relations, Account Management, Online Marketing, Analysis, SEM, Analytics, Direct Marketing, Social Networking, Management, Strategy, Public Speaking, Digital Strategy
Education
Franklin University 2006 — 2007
Masters in Business Administration
The Ohio State University 1996 — 2001
Bachelor of Science, Computer & Information Science
Franklin University February 2013 - Present
Franklin University February 2011 - February 2013
Wells Fargo Advisors April 2008 - December 2010
Mountaintop Conferences April 2004 - March 2008
Mountaintop Conferences June 2002 - March 2004
SBC Advertising February 2001 - May 2002
SBC Advertising May 2000 - February 2001
SBC Advertising June 1999 - May 2000
Skills
SEO, Digital Marketing, Social Media, Social Media Marketing, Interactive Marketing, Marketing Strategy, Email Marketing, Integrated Marketing, Online Advertising, Marketing Communications, Marketing, Advertising, Project Management, Strategic Planning, Market Planning, CRM, Leadership, Web Analytics, Microsoft Office, Public Relations, Account Management, Online Marketing, Analysis, SEM, Analytics, Direct Marketing, Social Networking, Management, Strategy, Public Speaking, Digital Strategy
Education
Franklin University 2006 — 2007
Masters in Business Administration
The Ohio State University 1996 — 2001
Bachelor of Science, Computer & Information Science
Darnell Culpepper's Wells Fargo Advisors Experience May 2014 - Present
Job Business System Consultant at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors May 2014 - Present
Bradford & Galt June 2013 - May 2014
Celerity June 2008 - April 2013
Ayinde 2006 - 2010
Blue Canopy March 2006 - March 2008
Virginia State Board of Elections 2005 - 2006
Skills
SDLC, PMP, Agile Project Management, Scrum, Team Leadership, Capacity Planning, Forecasting, Contract Management, Business Analysis, Technical Documentation, Public Speaking, Lifestyle Coaching, Mentoring, Manage client..., Thinking Outside The Box, MS Project, Agile Methodologies, Requirements Gathering, Quality Center, Project Portfolio..., PMO, Business Requirements, Visio, Management, Resource Management, Analysis, Strategy, Testing, User Acceptance Testing, Quality Assurance, Integration, Music Production, Requirements Analysis, Team Management, Program Management, Business Process, IT Strategy, Project Delivery, SharePoint, Microsoft Project
Education
The George Washington University 2003 — 2004
Master Certificate in Project Management, Project Management
Wells Fargo Advisors May 2014 - Present
Bradford & Galt June 2013 - May 2014
Celerity June 2008 - April 2013
Ayinde 2006 - 2010
Blue Canopy March 2006 - March 2008
Virginia State Board of Elections 2005 - 2006
Skills
SDLC, PMP, Agile Project Management, Scrum, Team Leadership, Capacity Planning, Forecasting, Contract Management, Business Analysis, Technical Documentation, Public Speaking, Lifestyle Coaching, Mentoring, Manage client..., Thinking Outside The Box, MS Project, Agile Methodologies, Requirements Gathering, Quality Center, Project Portfolio..., PMO, Business Requirements, Visio, Management, Resource Management, Analysis, Strategy, Testing, User Acceptance Testing, Quality Assurance, Integration, Music Production, Requirements Analysis, Team Management, Program Management, Business Process, IT Strategy, Project Delivery, SharePoint, Microsoft Project
Education
The George Washington University 2003 — 2004
Master Certificate in Project Management, Project Management
Amy Stromgren's Wells Fargo Advisors Experience September 2000 - December 2002
Job Registered Sales Associate at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2010 - Present
UBS March 2004 - November 2010
American National Mortgage/American Abstract & Title August 2003 - March 2004
Republic Bank December 2002 - August 2003
Wells Fargo Advisors September 2000 - December 2002
Skills
Series 7, Series 63, Fixed Income, Equities, Mutual Funds, Securities, Bloomberg, Financial Advisory, Insurance, Investments, Financial Planning, Banking, Portfolio Management
Education
The College of St. Scholastica
NA, Nursing
Ameriprise Financial Services, Inc. November 2010 - Present
UBS March 2004 - November 2010
American National Mortgage/American Abstract & Title August 2003 - March 2004
Republic Bank December 2002 - August 2003
Wells Fargo Advisors September 2000 - December 2002
Skills
Series 7, Series 63, Fixed Income, Equities, Mutual Funds, Securities, Bloomberg, Financial Advisory, Insurance, Investments, Financial Planning, Banking, Portfolio Management
Education
The College of St. Scholastica
NA, Nursing
Anthony Venetta's Wells Fargo Advisors Experience November 1993 - April 2005
Job First Vice PresidentWealth Management, Sr. Portfolio Manager
Industry Investment Management
Experience
UBS Wealth Management April 2005 - Present
Wells Fargo Advisors November 1993 - April 2005
Huntington National Bank March 1991 - July 1993
Education
The Ohio State University 1985 — 1989
B.S.B.A., Finance
Warren JFK H.S.
UBS Wealth Management April 2005 - Present
Wells Fargo Advisors November 1993 - April 2005
Huntington National Bank March 1991 - July 1993
Education
The Ohio State University 1985 — 1989
B.S.B.A., Finance
Warren JFK H.S.
Thelma Mamah's Wells Fargo Advisors Experience September 2012 - Present
Job Manager; PreHire Integration
Industry Research
Experience
Wells Fargo Advisors September 2012 - Present
Washington University School of Medicine January 2010 - September 2012
GE Capital July 2005 - June 2009
People's United Bank 2003 - 2005
Skills
Leadership, Process Improvement, Management, Financial Analysis, Customer Service, CRM, Project Management, Cross-functional Team..., Business Process..., Six Sigma, Human Resources, Teamwork, Growth Strategies, Strategic Planning, Team Leadership, Banking, Finance, Analysis, Business Analysis, Integration
Education
Washington University in St. Louis - Olin Business School 2011 — 2013
Master of Business Administration
The University of Connecticut 2001 — 2005
Bachelor of Science, Finance
The University of Connecticut School of Business 2001 — 2005
BS, Finance
Wells Fargo Advisors September 2012 - Present
Washington University School of Medicine January 2010 - September 2012
GE Capital July 2005 - June 2009
People's United Bank 2003 - 2005
Skills
Leadership, Process Improvement, Management, Financial Analysis, Customer Service, CRM, Project Management, Cross-functional Team..., Business Process..., Six Sigma, Human Resources, Teamwork, Growth Strategies, Strategic Planning, Team Leadership, Banking, Finance, Analysis, Business Analysis, Integration
Education
Washington University in St. Louis - Olin Business School 2011 — 2013
Master of Business Administration
The University of Connecticut 2001 — 2005
Bachelor of Science, Finance
The University of Connecticut School of Business 2001 — 2005
BS, Finance
Alynne Zielinski, CFP®'s Wells Fargo Advisors Experience August 2013 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors August 2013 - Present
Edward Jones July 2010 - August 2013
Emerson Electric Co. February 2009 - January 2010
ABB February 2008 - February 2009
Rockwell Automation June 1999 - February 2008
Skills
Investment Strategies, Financial Guidance, Retirement Planning, Financial Goals, Financial Analysis, Investments, Financial Services, Sales Management, Finance, College Education..., Sales, Business Development, Competitive Analysis, Leadership
Education
The University of Akron 2000 — 2004
MBA, Business Administration and Management, General
The University of Akron 1994 — 1998
Bachelor of Science (BS), Electrical Engineering Technology
Wells Fargo Advisors August 2013 - Present
Edward Jones July 2010 - August 2013
Emerson Electric Co. February 2009 - January 2010
ABB February 2008 - February 2009
Rockwell Automation June 1999 - February 2008
Skills
Investment Strategies, Financial Guidance, Retirement Planning, Financial Goals, Financial Analysis, Investments, Financial Services, Sales Management, Finance, College Education..., Sales, Business Development, Competitive Analysis, Leadership
Education
The University of Akron 2000 — 2004
MBA, Business Administration and Management, General
The University of Akron 1994 — 1998
Bachelor of Science (BS), Electrical Engineering Technology
Aida Uriarte's Wells Fargo Advisors Experience January 2013 - June 2014
Job Director Advisor Relations
Industry Information Technology and Services
Experience
Softtek June 2014 - Present
Wells Fargo Advisors January 2013 - June 2014
Grupo Akkar SA de CV November 2009 - January 2013
Get It Installed, LLC July 2007 - October 2009
Skills
Finance, Accounting, Financial Analysis, Budgets, Strategic Planning, Nonprofits, Fundraising, QuickBooks, Payroll, Account Reconciliation, Accounts Receivable, Change Management, Accounts Payable, Process Improvement, Business Planning, Leadership, Analysis, Management, Public Speaking, Team Building, Business Analysis, IT Strategy, Management Consulting, Project Management
Education
The University of Dallas 2003 — 2007
Business Administration and Management
Softtek June 2014 - Present
Wells Fargo Advisors January 2013 - June 2014
Grupo Akkar SA de CV November 2009 - January 2013
Get It Installed, LLC July 2007 - October 2009
Skills
Finance, Accounting, Financial Analysis, Budgets, Strategic Planning, Nonprofits, Fundraising, QuickBooks, Payroll, Account Reconciliation, Accounts Receivable, Change Management, Accounts Payable, Process Improvement, Business Planning, Leadership, Analysis, Management, Public Speaking, Team Building, Business Analysis, IT Strategy, Management Consulting, Project Management
Education
The University of Dallas 2003 — 2007
Business Administration and Management
Jay Pickett's Wells Fargo Advisors Experience September 2012 - Present
Job Vice President at Wells Fargo Advisors
Industry Capital Markets
Experience
Wells Fargo Advisors September 2012 - Present
Deutsche Bank Securities September 2006 - September 2012
Smith Barney 1995 - 2006
Skills
Corporate Finance, Asset Allocation, Investments, Mergers & Acquisitions, FINRA, Mergers, Retirement Planning, Portfolio Management, Venture Capital, Risk Management, Series 7, Banking, Alternative Investments, Asset Management, Financial Services
Education
The University of Georgia 1986 — 1989
University of Georgia - Terry College of Business 1986 — 1989
BSA, Economics
Wells Fargo Advisors September 2012 - Present
Deutsche Bank Securities September 2006 - September 2012
Smith Barney 1995 - 2006
Skills
Corporate Finance, Asset Allocation, Investments, Mergers & Acquisitions, FINRA, Mergers, Retirement Planning, Portfolio Management, Venture Capital, Risk Management, Series 7, Banking, Alternative Investments, Asset Management, Financial Services
Education
The University of Georgia 1986 — 1989
University of Georgia - Terry College of Business 1986 — 1989
BSA, Economics
Dennis Champa's Wells Fargo Advisors Experience December 2013 - Present
Job Regional Sales Manager FVP at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors December 2013 - Present
Wells Fargo Advisors, LLC June 2008 - December 2013
Morgan Stanley January 2001 - June 2008
Education
The University of Akron 1993 — 1997
Bachelor's degree, Business/Finance
Nordonia High School 1988 — 1991
Wells Fargo Advisors December 2013 - Present
Wells Fargo Advisors, LLC June 2008 - December 2013
Morgan Stanley January 2001 - June 2008
Education
The University of Akron 1993 — 1997
Bachelor's degree, Business/Finance
Nordonia High School 1988 — 1991
Rachael Chan's Wells Fargo Advisors Experience September 2011 - February 2013
Job Vice President, Credit Risk Analytics Consultant, Community Service Chair at TAPSF
Industry Financial Services
Experience
Wells Fargo May 2014 - Present
Taiwanese American Professionals (TAP) January 2015 - Present
Wells Fargo Home Mortgage February 2013 - June 2014
JDRF June 2013 - August 2013
Wells Fargo Advisors September 2011 - February 2013
Wells Fargo Advisors June 2009 - September 2011
Central Ohio Tax Company December 2005 - May 2009
Abercrombie & Fitch 2007 - 2009
Skills
Analytics, Financial Modeling, Access, Financial Analysis, Data Analysis, Quantitative Analytics, Competitive Analysis, CPA, Data Mining, Microsoft Excel, Risk Management, Essbase, SAS, Quickbooks, Digital Marketing, Stress Test, SmartStation, SQL Server Management..., Financial Variance..., Security APL, Zephyr Style Advisor, QRM, Capital Markets, Investment Brokerage, Mortgage Banking, Hedging, Valuation, Tax Accounting, Bond Pricing
Education
Washington University in Saint Louis 2011 — 2013
Master of Business Administration (MBA), Business
The Ohio State University 2006 — 2008
Bachelor, Accounting and Finance
UMSL
Wells Fargo May 2014 - Present
Taiwanese American Professionals (TAP) January 2015 - Present
Wells Fargo Home Mortgage February 2013 - June 2014
JDRF June 2013 - August 2013
Wells Fargo Advisors September 2011 - February 2013
Wells Fargo Advisors June 2009 - September 2011
Central Ohio Tax Company December 2005 - May 2009
Abercrombie & Fitch 2007 - 2009
Skills
Analytics, Financial Modeling, Access, Financial Analysis, Data Analysis, Quantitative Analytics, Competitive Analysis, CPA, Data Mining, Microsoft Excel, Risk Management, Essbase, SAS, Quickbooks, Digital Marketing, Stress Test, SmartStation, SQL Server Management..., Financial Variance..., Security APL, Zephyr Style Advisor, QRM, Capital Markets, Investment Brokerage, Mortgage Banking, Hedging, Valuation, Tax Accounting, Bond Pricing
Education
Washington University in Saint Louis 2011 — 2013
Master of Business Administration (MBA), Business
The Ohio State University 2006 — 2008
Bachelor, Accounting and Finance
UMSL
Jason Lofling's Wells Fargo Advisors Experience 2007 - 2010
Job Global Director Financial Planning &Analysis and Corporate Development at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company 2014 - Present
First Clearing , Affiliate of Wells Fargo 2010 - 2014
Wells Fargo Advisors 2007 - 2010
Wells Fargo Advisors 2006 - 2007
JP Morgan Chase 2002 - 2006
Skills
Finance, Financial Analysis, Financial Modeling, Strategic Financial..., Risk Management, Financial Reporting, Corporate Finance, Investments, Valuation, Internal Controls, Accounting, Managerial Finance, Cash Management, Forecasting, Mergers & Acquisitions
Education
The College of William and Mary - The Mason School of Business 2000 — 2002
MBA, Finance
Virginia Commonwealth University 1995 — 1999
Bachelor's Degree
Pershing, a BNY Mellon company 2014 - Present
First Clearing , Affiliate of Wells Fargo 2010 - 2014
Wells Fargo Advisors 2007 - 2010
Wells Fargo Advisors 2006 - 2007
JP Morgan Chase 2002 - 2006
Skills
Finance, Financial Analysis, Financial Modeling, Strategic Financial..., Risk Management, Financial Reporting, Corporate Finance, Investments, Valuation, Internal Controls, Accounting, Managerial Finance, Cash Management, Forecasting, Mergers & Acquisitions
Education
The College of William and Mary - The Mason School of Business 2000 — 2002
MBA, Finance
Virginia Commonwealth University 1995 — 1999
Bachelor's Degree
Warren Terry's Wells Fargo Advisors Experience September 2011 - Present
Job Managing Director, Advisor Platform
Industry Financial Services
Experience
Wells Fargo Advisors September 2011 - Present
Wells Fargo Advisors December 2004 - September 2011
Merrill Lynch December 2000 - December 2004
Skills
Series 7, Wealth Management, Investments, Mutual Funds, Portfolio Management, Retirement Planning, Series 63, Securities, Financial Services, Asset Allocation, Asset Management, Strategic Financial..., Banking, Investment Advisory, Financial Analysis
Education
The University of Georgia 1991 — 1995
Bachelor of Arts (BA), Economics
Wells Fargo Advisors September 2011 - Present
Wells Fargo Advisors December 2004 - September 2011
Merrill Lynch December 2000 - December 2004
Skills
Series 7, Wealth Management, Investments, Mutual Funds, Portfolio Management, Retirement Planning, Series 63, Securities, Financial Services, Asset Allocation, Asset Management, Strategic Financial..., Banking, Investment Advisory, Financial Analysis
Education
The University of Georgia 1991 — 1995
Bachelor of Arts (BA), Economics
Bob Mooney's Wells Fargo Advisors Experience March 2008 - June 2014
Job Group Chief Compliance Officer, Wealth, Brokerage & Retirement, Wells Fargo & Company
Industry Financial Services
Experience
Wells Fargo June 2014 - Present
Wells Fargo Advisors March 2008 - June 2014
Wachovia Securities January 2005 - March 2008
Wachovia Securities 2000 - 2005
Skills
FINRA, AML, Securities, Risk Management, Series 24, Securities Regulation, Series 7, Corporate Governance, Financial Services, Investments, Mutual Funds, Hedge Funds, Investment Advisory, Asset Management, Due Diligence, Equities, Anti Money Laundering
Education
The Catholic University of America, Columbus School of Law 1982 — 1985
JD
Mary Washington College 1977 — 1981
Wells Fargo June 2014 - Present
Wells Fargo Advisors March 2008 - June 2014
Wachovia Securities January 2005 - March 2008
Wachovia Securities 2000 - 2005
Skills
FINRA, AML, Securities, Risk Management, Series 24, Securities Regulation, Series 7, Corporate Governance, Financial Services, Investments, Mutual Funds, Hedge Funds, Investment Advisory, Asset Management, Due Diligence, Equities, Anti Money Laundering
Education
The Catholic University of America, Columbus School of Law 1982 — 1985
JD
Mary Washington College 1977 — 1981
Nadia Adly's Wells Fargo Advisors Experience July 2011 - Present
Job Senior Vice President at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors July 2011 - Present
Wells Fargo Advisors, LLC June 2007 - Present
Morgan Stanley November 1987 - April 2007
Education
The George Washington University - School of Business 1990 — 1995
MBA, Finance
Wells Fargo Advisors July 2011 - Present
Wells Fargo Advisors, LLC June 2007 - Present
Morgan Stanley November 1987 - April 2007
Education
The George Washington University - School of Business 1990 — 1995
MBA, Finance
Carol Fernandez's Wells Fargo Advisors Experience April 1997 - Present
Job Sr Vice President at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors. April 1997 - Present
Wells Fargo Advisors, LLC April 1997 - Present
Wachovia Securities April 1997 - January 2011
WSR 1992 - 1995
Rose Auto Stores 1984 - 1992
Skills
Securities, Financial Services, Banking, Budgets, Series 99, Risk Management, Wealth Management, Investments, Portfolio Management, Mutual Funds, Relationship Management, Financial Analysis, Credit, Finance, Management, Process Improvement, Business Analysis
Education
The University of Akron
BSBA Major in Accounting, Business
Wells Fargo Advisors. April 1997 - Present
Wells Fargo Advisors, LLC April 1997 - Present
Wachovia Securities April 1997 - January 2011
WSR 1992 - 1995
Rose Auto Stores 1984 - 1992
Skills
Securities, Financial Services, Banking, Budgets, Series 99, Risk Management, Wealth Management, Investments, Portfolio Management, Mutual Funds, Relationship Management, Financial Analysis, Credit, Finance, Management, Process Improvement, Business Analysis
Education
The University of Akron
BSBA Major in Accounting, Business
Steven F. Owens, Jr.'s Wells Fargo Advisors Experience August 2015 - Present
Job Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors August 2015 - Present
Wells Fargo Advisors February 2014 - August 2015
Stifel Financial Corp. May 2013 - February 2014
Stifel Nicolaus February 2011 - May 2013
Professional Employment Group January 2010 - May 2010
Columbus Chamber of Commerce January 2009 - March 2009
CFBank August 2008 - January 2009
Skills
Series 7, Series 63, Series 66
Education
The Ohio State University 2005 — 2009
BA, Communication Technology, Business, Economics
Wells Fargo Advisors August 2015 - Present
Wells Fargo Advisors February 2014 - August 2015
Stifel Financial Corp. May 2013 - February 2014
Stifel Nicolaus February 2011 - May 2013
Professional Employment Group January 2010 - May 2010
Columbus Chamber of Commerce January 2009 - March 2009
CFBank August 2008 - January 2009
Skills
Series 7, Series 63, Series 66
Education
The Ohio State University 2005 — 2009
BA, Communication Technology, Business, Economics
Jonathan Washington's Wells Fargo Advisors Experience 2012 - 2014
Job Sales Supervisor at Nationwide Biweekly Administration
Industry Financial Services
Experience
Nationwide Biweekly Administration 2014 - Present
Wells Fargo Advisors 2012 - 2014
Agape Financial Services 2007 - 2012
Apex Mortgage 2005 - 2007
Star Point Mortgage 2004 - 2005
Premier Mortgage Services 2002 - 2004
Skills
Leadership Development, New Business Development, Process Improvement, Coaching, Mentoring, Project Management, Commercial Real Estate, Financial Advisory, Account Management, Commercial Lending, Credit Analysis, Banking, Business Development, Customer Service, Entrepreneurship, Finance, Loans, Microsoft Excel, Sales, Sales Management
Education
The Kiski School
The Ohio State University
Pre-Veterinary Studies
Trotwood Madison High School
High School
Nationwide Biweekly Administration 2014 - Present
Wells Fargo Advisors 2012 - 2014
Agape Financial Services 2007 - 2012
Apex Mortgage 2005 - 2007
Star Point Mortgage 2004 - 2005
Premier Mortgage Services 2002 - 2004
Skills
Leadership Development, New Business Development, Process Improvement, Coaching, Mentoring, Project Management, Commercial Real Estate, Financial Advisory, Account Management, Commercial Lending, Credit Analysis, Banking, Business Development, Customer Service, Entrepreneurship, Finance, Loans, Microsoft Excel, Sales, Sales Management
Education
The Kiski School
The Ohio State University
Pre-Veterinary Studies
Trotwood Madison High School
High School
Brian Rubin's Wells Fargo Advisors Experience August 2008 - November 2013
Job Financial Consultant at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co. November 2013 - Present
Wells Fargo Advisors August 2008 - November 2013
Bank of America October 1998 - August 2008
Skills
Retirement Planning, Investments, Strategic Financial..., Financial Services, Portfolio Management, Wealth Management, Finance, Series 7, Mutual Funds, Financial Planning, Retirement, Mortgage Lending, Small Business, Credit, Loans, Commercial Lending, Securities
Education
The Johns Hopkins University 1987 — 1989
MAS, Business Administration
University of Maryland Baltimore County 1982 — 1986
BA, Health, Science & Policy
Benjamin F. Edwards & Co. November 2013 - Present
Wells Fargo Advisors August 2008 - November 2013
Bank of America October 1998 - August 2008
Skills
Retirement Planning, Investments, Strategic Financial..., Financial Services, Portfolio Management, Wealth Management, Finance, Series 7, Mutual Funds, Financial Planning, Retirement, Mortgage Lending, Small Business, Credit, Loans, Commercial Lending, Securities
Education
The Johns Hopkins University 1987 — 1989
MAS, Business Administration
University of Maryland Baltimore County 1982 — 1986
BA, Health, Science & Policy
Shashi Patel's Wells Fargo Advisors Experience September 2012 - October 2013
Job Financial Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2013 - Present
Wells Fargo Advisors September 2012 - October 2013
Healthcare Solutions December 2011 - September 2012
Healthcare Solutions June 2009 - November 2011
Skills
Financial Analysis, Process Improvement, Analysis, Forecasting, Financial Reporting, Budgets, Business Analysis, Variance Analysis, Data Analysis, Strategic Financial..., Financial Modeling, Finance, Access, Management, Healthcare, Accounting, Strategic Planning, General Ledger, Auditing, Managerial Finance, Cross-functional Team...
Education
The University of Georgia 2005 — 2009
BBA, Finance
Wells Fargo October 2013 - Present
Wells Fargo Advisors September 2012 - October 2013
Healthcare Solutions December 2011 - September 2012
Healthcare Solutions June 2009 - November 2011
Skills
Financial Analysis, Process Improvement, Analysis, Forecasting, Financial Reporting, Budgets, Business Analysis, Variance Analysis, Data Analysis, Strategic Financial..., Financial Modeling, Finance, Access, Management, Healthcare, Accounting, Strategic Planning, General Ledger, Auditing, Managerial Finance, Cross-functional Team...
Education
The University of Georgia 2005 — 2009
BBA, Finance
Sandra Noel's Wells Fargo Advisors Experience January 2009 - March 2014
Job Senior Branch Administrator at Munster Financial, LLC
Industry Financial Services
Experience
Munster Financial, LLC March 2014 - Present
Wells Fargo Advisors January 2009 - March 2014
Wachovia Securities Financial Network June 2005 - January 2009
Fidelity Investments, Merrill Lynch, UBS, Granville Investment Group 1994 - 2005
Skills
Notary Public, Customer Service, Loans, Finance, Investments, Sales, Financial Services, Marketing, Financial Analysis, Mutual Funds
Education
The Ohio State University
B.A., Communication
Munster Financial, LLC March 2014 - Present
Wells Fargo Advisors January 2009 - March 2014
Wachovia Securities Financial Network June 2005 - January 2009
Fidelity Investments, Merrill Lynch, UBS, Granville Investment Group 1994 - 2005
Skills
Notary Public, Customer Service, Loans, Finance, Investments, Sales, Financial Services, Marketing, Financial Analysis, Mutual Funds
Education
The Ohio State University
B.A., Communication
Christopher Sipes's Wells Fargo Advisors Experience December 2010 - Present
Job Senior Business Specialist at Wells Fargo Bank, N.A.
Industry Financial Services
Experience
Wells Fargo Advisors December 2010 - Present
Wells Fargo November 2008 - Present
Archer Meek Weiler Inc September 2005 - August 2008
Education
The Ohio State University Fisher College of Business 2001 — 2005
Bachelor of Science (B.S.) in Business Administration-Finance, Finance
Wells Fargo Advisors December 2010 - Present
Wells Fargo November 2008 - Present
Archer Meek Weiler Inc September 2005 - August 2008
Education
The Ohio State University Fisher College of Business 2001 — 2005
Bachelor of Science (B.S.) in Business Administration-Finance, Finance
Cail Brown's Wells Fargo Advisors Experience June 2013 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors June 2013 - Present
The Assurance Group July 2012 - June 2013
TruGreen February 2010 - May 2012
U.S. Lawns - Myrtle Beach January 2008 - November 2009
U.S. Lawns, Inc. August 2005 - December 2007
Lawn Doctor May 1997 - August 2005
Skills
Business Strategy, Financial Advisory, Budgets, Tax-efficient ..., Retirement Planning, Asset Allocation, Strategic Planning, Estate Investment..., Wealth Management, Insurance, Business Analysis, Management Consulting, Change Management, Sales Management, New Business Development, Operating Budgets, Marketing, Business Planning, Horticulture, Agronomy, Agribusiness, Agrochemicals, Pruning, Plant Layout, Trees, Business Owner Planning, Employee Relations, Business Process..., Operations Management, Business Transformation, Marketing & Sales, Employee Training, Customer Satisfaction, Finance, Financial Analysis, Team Building
Education
The University of Georgia 1985 — 1990
Bachelor's of Science Agriculture, Agronomy and Crop Science
The University of Georgia
Wells Fargo Advisors June 2013 - Present
The Assurance Group July 2012 - June 2013
TruGreen February 2010 - May 2012
U.S. Lawns - Myrtle Beach January 2008 - November 2009
U.S. Lawns, Inc. August 2005 - December 2007
Lawn Doctor May 1997 - August 2005
Skills
Business Strategy, Financial Advisory, Budgets, Tax-efficient ..., Retirement Planning, Asset Allocation, Strategic Planning, Estate Investment..., Wealth Management, Insurance, Business Analysis, Management Consulting, Change Management, Sales Management, New Business Development, Operating Budgets, Marketing, Business Planning, Horticulture, Agronomy, Agribusiness, Agrochemicals, Pruning, Plant Layout, Trees, Business Owner Planning, Employee Relations, Business Process..., Operations Management, Business Transformation, Marketing & Sales, Employee Training, Customer Satisfaction, Finance, Financial Analysis, Team Building
Education
The University of Georgia 1985 — 1990
Bachelor's of Science Agriculture, Agronomy and Crop Science
The University of Georgia
Richard A. Millner's Wells Fargo Advisors Experience November 1994 - Present
Job
Industry Financial Services
Experience
Wells Fargo Advisors November 1994 - Present
Skills
Portfolio Management, Asset Management, Mutual Funds, Asset Allocation, Wealth Management, Retirement Planning, PowerPoint, Securities, Equities, Alternative Investments
Education
The George Washington University Law School 1977 — 1980
Doctor of Law (JD)
Wells Fargo Advisors November 1994 - Present
Skills
Portfolio Management, Asset Management, Mutual Funds, Asset Allocation, Wealth Management, Retirement Planning, PowerPoint, Securities, Equities, Alternative Investments
Education
The George Washington University Law School 1977 — 1980
Doctor of Law (JD)
Andrew Hardin, CFP®'s Wells Fargo Advisors Experience 2007 - 2010
Job Hardin Capital Partners, LLC
Industry Financial Services
Experience
Hardin Capital Partners, LLC March 2010 - Present
Wells Fargo Advisors 2007 - 2010
Skills
Investments, New Business Development, Leadership
Education
The Citadel 1997 — 2001
B.S., Business
Hardin Capital Partners, LLC March 2010 - Present
Wells Fargo Advisors 2007 - 2010
Skills
Investments, New Business Development, Leadership
Education
The Citadel 1997 — 2001
B.S., Business
David Neusel's Wells Fargo Advisors Experience February 2014 - Present
Job Project Manager at Wells Fargo Advisors
Industry Market Research
Experience
Wells Fargo Advisors February 2014 - Present
Maritz Research November 2011 - February 2014
Maritz Research July 2008 - November 2011
Area Resources for Community and Human Services (ARCHS) May 2007 - August 2007
Skills
Marketing Research, Market Research, Project Management, Online Research, Client Relations Skills, Leadership, Organization, Questionnaire Design, Design Specifications, Coordination, Microsoft Office, Microsoft Excel, Microsoft Word, Client Liaison, Manage Client..., Critical Thinking, Quantitative Research, Qualitative Research, Analysis, Program Management, Customer Insight, Strategy
Education
The University of Georgia 2011 — 2012
Principles of Marketing Research, Marketing Research
Southeast Missouri State University 2006 — 2008
Bachelor of Science in Business Administration, Integrated Marketing Communications
Southwestern Illinois College 2004 — 2006
Associate of Science (A.S.), Marketing
Wells Fargo Advisors February 2014 - Present
Maritz Research November 2011 - February 2014
Maritz Research July 2008 - November 2011
Area Resources for Community and Human Services (ARCHS) May 2007 - August 2007
Skills
Marketing Research, Market Research, Project Management, Online Research, Client Relations Skills, Leadership, Organization, Questionnaire Design, Design Specifications, Coordination, Microsoft Office, Microsoft Excel, Microsoft Word, Client Liaison, Manage Client..., Critical Thinking, Quantitative Research, Qualitative Research, Analysis, Program Management, Customer Insight, Strategy
Education
The University of Georgia 2011 — 2012
Principles of Marketing Research, Marketing Research
Southeast Missouri State University 2006 — 2008
Bachelor of Science in Business Administration, Integrated Marketing Communications
Southwestern Illinois College 2004 — 2006
Associate of Science (A.S.), Marketing
Sara Bowes's Wells Fargo Advisors Experience
Job
Industry
Experience
Wells Fargo Advisors
Skills
Outlook, Microsoft Word, Customer Service, PowerPoint, Microsoft Office, Administrative..., Microsoft Excel
Education
The University of Dallas 2008 — 2012
Bachelor's degree, Theology/Theological Studies
Wells Fargo Advisors
Skills
Outlook, Microsoft Word, Customer Service, PowerPoint, Microsoft Office, Administrative..., Microsoft Excel
Education
The University of Dallas 2008 — 2012
Bachelor's degree, Theology/Theological Studies
Bob Levey's Wells Fargo Advisors Experience October 1969 - Present
Job VicePresident / Investments at Wells Fargo AdvisorsSr
Industry Financial Services
Experience
Wells Fargo Advisors October 1969 - Present
Skills
Credit Analysis, Credit, Banking, Financial Analysis, Wealth Management, Mortgage Lending, Loans, Investments
Education
The Ohio State University 1966 — 1969
Doctor of Law (JD), Law
The Ohio State University 1964 — 1966
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of Pennsylvania - The Wharton School 1960 — 1964
B.S. Economics, Finance, General
University of Pennsylvania - The Wharton School
B.S. Economics, Finance, General
Wells Fargo Advisors October 1969 - Present
Skills
Credit Analysis, Credit, Banking, Financial Analysis, Wealth Management, Mortgage Lending, Loans, Investments
Education
The Ohio State University 1966 — 1969
Doctor of Law (JD), Law
The Ohio State University 1964 — 1966
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of Pennsylvania - The Wharton School 1960 — 1964
B.S. Economics, Finance, General
University of Pennsylvania - The Wharton School
B.S. Economics, Finance, General
M Taylor's Wells Fargo Advisors Experience June 2002 - September 2012
Job
Industry Nonprofit Organization Management
Experience
Qivliq Federal Group September 2012 - March 2014
Wells Fargo Advisors June 2002 - September 2012
Education
The Ohio State University
Webster University
Bachelor of Arts (BA)
Qivliq Federal Group September 2012 - March 2014
Wells Fargo Advisors June 2002 - September 2012
Education
The Ohio State University
Webster University
Bachelor of Arts (BA)
John W. Packard's Wells Fargo Advisors Experience September 2003 - Present
Job Vice President Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors September 2003 - Present
UBS August 2000 - October 2003
J. C. Bradford & Co. June 1996 - August 2000
Merrill Lynch October 1994 - July 1996
Skills
Retirement Planning, Series 7, Wealth Management, Asset Allocation, Series 66
Education
The Ohio State University - The Max M. Fisher College of Business
BS
Washington University in St. Louis
MBA
Wells Fargo Advisors September 2003 - Present
UBS August 2000 - October 2003
J. C. Bradford & Co. June 1996 - August 2000
Merrill Lynch October 1994 - July 1996
Skills
Retirement Planning, Series 7, Wealth Management, Asset Allocation, Series 66
Education
The Ohio State University - The Max M. Fisher College of Business
BS
Washington University in St. Louis
MBA
Adam Clay's Wells Fargo Advisors Experience May 2010 - August 2010
Job Senior Consultant at Deloitte & Touche, LLP
Industry Capital Markets
Experience
Deloitte & Touche LLP October 2011 - Present
Wells Fargo Advisors May 2010 - August 2010
Wells Fargo Advisors May 2009 - August 2009
First American Title Insurance Company June 2006 - August 2007
Skills
Financial Analysis, Financial Modeling, Bloomberg, Corporate Finance, Strategic Financial..., Banking, Equities, Business Analysis, Investments, Valuation, Investment Management, Financial Reporting
Education
Sacred Heart University-John F. Welch College of Business 2008 — 2011
Bachelor of Science, Business Economics
The American University of Rome
Deloitte & Touche LLP October 2011 - Present
Wells Fargo Advisors May 2010 - August 2010
Wells Fargo Advisors May 2009 - August 2009
First American Title Insurance Company June 2006 - August 2007
Skills
Financial Analysis, Financial Modeling, Bloomberg, Corporate Finance, Strategic Financial..., Banking, Equities, Business Analysis, Investments, Valuation, Investment Management, Financial Reporting
Education
Sacred Heart University-John F. Welch College of Business 2008 — 2011
Bachelor of Science, Business Economics
The American University of Rome
Daniel Mullan's Wells Fargo Advisors Experience May 2009 - Present
Job First Vice President at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors May 2009 - Present
Merrill Lynch September 2007 - May 2009
Education
The American College 2002 — 2007
Wells Fargo Advisors May 2009 - Present
Merrill Lynch September 2007 - May 2009
Education
The American College 2002 — 2007
Tyler A. Moody's Wells Fargo Advisors Experience January 2013 - March 2013
Job Securities Operations Service Specialist at Wells Fargo Advisors
Industry Financial Services
Experience
New Balance September 2013 - Present
Innovative and Progressive Companies July 2012 - Present
Wells Fargo Advisors January 2013 - March 2013
Skills
Financial Risk, Financial Analysis, Financial Modeling, Personal Financial..., Holistic Financial..., Statistics, Statistical Modeling, Analysis, Asset Allocation, Strategic Financial...
Education
The Ohio State University 2008 — 2012
Bachelor of Science (B.S.), Financial Planning and Services
The Ohio State University 2008 — 2010
Associate of Arts (A.A.), Business Administration and Management, General
New Balance September 2013 - Present
Innovative and Progressive Companies July 2012 - Present
Wells Fargo Advisors January 2013 - March 2013
Skills
Financial Risk, Financial Analysis, Financial Modeling, Personal Financial..., Holistic Financial..., Statistics, Statistical Modeling, Analysis, Asset Allocation, Strategic Financial...
Education
The Ohio State University 2008 — 2012
Bachelor of Science (B.S.), Financial Planning and Services
The Ohio State University 2008 — 2010
Associate of Arts (A.A.), Business Administration and Management, General
Cory Wizenberg's Wells Fargo Advisors Experience June 2012 - August 2012
Job Student at USC Marshall School of Business
Industry Real Estate
Experience
Kushner Companies June 2015 - August 2015
Vericimetry Advisors LLC June 2014 - August 2014
ZestFinance June 2013 - August 2013
Wells Fargo Advisors June 2012 - August 2012
Skills
Microsoft Excel, Argus Modeling
Education
University of Southern California - Marshall School of Business 2012 — 2015
Bachelor of Science (BS), Business Administration and Management, Finance
The University of Hong Kong 2014 — 2014
Bachelor's Degree, Finance
Harvard-Westlake School 2006 — 2011
Kushner Companies June 2015 - August 2015
Vericimetry Advisors LLC June 2014 - August 2014
ZestFinance June 2013 - August 2013
Wells Fargo Advisors June 2012 - August 2012
Skills
Microsoft Excel, Argus Modeling
Education
University of Southern California - Marshall School of Business 2012 — 2015
Bachelor of Science (BS), Business Administration and Management, Finance
The University of Hong Kong 2014 — 2014
Bachelor's Degree, Finance
Harvard-Westlake School 2006 — 2011
David Blauner's Wells Fargo Advisors Experience May 1973 - Present
Job Retired at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors May 1973 - Present
Weis Voisin March 1963 - January 1967
Education
The Citadel 1950 — 1954
Bachelor of Business Administration (B.B.A.)
Wells Fargo Advisors May 1973 - Present
Weis Voisin March 1963 - January 1967
Education
The Citadel 1950 — 1954
Bachelor of Business Administration (B.B.A.)
David Adamsen's Wells Fargo Advisors Experience December 2014 - May 2015
Job Graduated!
Industry Financial Services
Experience
Wells Fargo Advisors December 2014 - May 2015
League of Private Tutors February 2014 - May 2015
University of Maryland Baltimore County August 2012 - May 2015
University of Maryland Baltimore County August 2011 - May 2015
Skills
Creative Writing, Economics, Leadership, Critical Thinking, Academic Tutoring, Data Modeling, Project Management, Data Analysis, Tutoring, Peer Tutoring, Debate, Microsoft Excel, Microsoft Word, PowerPoint, Writing, Policy, Research
Education
University of Maryland Baltimore County 2011 — 2015
Bachelor of Science (B.S.) Financial Economics, Certificate Programs: Preprofessional Studies in Accounting, Management Accounting
The Community College of Baltimore County 2009 — 2011
Wells Fargo Advisors December 2014 - May 2015
League of Private Tutors February 2014 - May 2015
University of Maryland Baltimore County August 2012 - May 2015
University of Maryland Baltimore County August 2011 - May 2015
Skills
Creative Writing, Economics, Leadership, Critical Thinking, Academic Tutoring, Data Modeling, Project Management, Data Analysis, Tutoring, Peer Tutoring, Debate, Microsoft Excel, Microsoft Word, PowerPoint, Writing, Policy, Research
Education
University of Maryland Baltimore County 2011 — 2015
Bachelor of Science (B.S.) Financial Economics, Certificate Programs: Preprofessional Studies in Accounting, Management Accounting
The Community College of Baltimore County 2009 — 2011
Linda Borst's Wells Fargo Advisors Experience Office ManagerLPL FinancialSeptember 1998 - November 2012
Job Associate VP at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors Office ManagerLPL FinancialSeptember 1998 - November 2012
Skills
Series 7, Investment Advisory, Retirement Planning, Mutual Funds, Series 63, Wealth Management, Retirement, Asset Allocation
Education
Fairleigh Dickinson University-Florham Campus
Certified Financial Planner Program, Financial Advisory
The American College
Chartered Financial Consultant, ChFC Designation
Wells Fargo Advisors Office ManagerLPL FinancialSeptember 1998 - November 2012
Skills
Series 7, Investment Advisory, Retirement Planning, Mutual Funds, Series 63, Wealth Management, Retirement, Asset Allocation
Education
Fairleigh Dickinson University-Florham Campus
Certified Financial Planner Program, Financial Advisory
The American College
Chartered Financial Consultant, ChFC Designation
Jaime Ellerbrock's Wells Fargo Advisors Experience May 2000 - Present
Job Senior Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors May 2000 - Present
Brown Mackie College November 2008 - July 2010
Education
University of Findlay 2004 — 2005
Master of Business Administration (MBA), Organizational Leadership and Finance, 4.0
University of Findlay 1997 — 2000
Bachelor of Science (BS), Marketing and Technology Management
Wells Fargo Advisors May 2000 - Present
Brown Mackie College November 2008 - July 2010
Education
University of Findlay 2004 — 2005
Master of Business Administration (MBA), Organizational Leadership and Finance, 4.0
University of Findlay 1997 — 2000
Bachelor of Science (BS), Marketing and Technology Management
Jay Chudnoff's Wells Fargo Advisors Experience September 2005 - Present
Job First Vice President Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors September 2005 - Present
Education
The George Washington University - School of Business 1969 — 1971
Master of Business Administration (MBA), Marketing / Finance
University of Cincinnati 1962 — 1967
Bachelor's degree, Master of Arts, Political Science and Government
Wells Fargo Advisors September 2005 - Present
Education
The George Washington University - School of Business 1969 — 1971
Master of Business Administration (MBA), Marketing / Finance
University of Cincinnati 1962 — 1967
Bachelor's degree, Master of Arts, Political Science and Government
Brian Hungerford's Wells Fargo Advisors Experience August 2011 - Present
Job Financial Advisor at Wells Fargo Advisors , LLC
Industry Investment Management
Experience
Wells Fargo Advisors August 2011 - Present
Merrill Lynch August 1988 - August 2011
Sherwood Capital June 1987 - August 1988
Skills
Financial Advisory, Asset Allocation, Stocks, Bonds, Mutual Funds, Annuities, 401k Rollovers, Retirement-Plan..., Insurance, Fixed Income Strategies
Education
The University of Georgia 1982 — 1986
Economics
Carrollton High School
Wells Fargo Advisors August 2011 - Present
Merrill Lynch August 1988 - August 2011
Sherwood Capital June 1987 - August 1988
Skills
Financial Advisory, Asset Allocation, Stocks, Bonds, Mutual Funds, Annuities, 401k Rollovers, Retirement-Plan..., Insurance, Fixed Income Strategies
Education
The University of Georgia 1982 — 1986
Economics
Carrollton High School
Warren Stribling's Wells Fargo Advisors Experience August 1975 - Present
Job Managing DirectorInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors August 1975 - Present
Skills
Investments
Education
The University of Georgia 1973 — 1975
Bachelor of Business Administration (BBA), Risk Management
Wells Fargo Advisors August 1975 - Present
Skills
Investments
Education
The University of Georgia 1973 — 1975
Bachelor of Business Administration (BBA), Risk Management
Jeanne Hyatt's Wells Fargo Advisors Experience 2003 - 2006
Job Founding Partner at Access Laurus, LLC
Industry Management Consulting
Experience
Access Laurus, LLC April 2014 - Present
Offit Kurman, P.A. January 2006 - April 2014
Wells Fargo Advisors 2003 - 2006
Skills
Lead Generation, Strategy, Marketing Communications, Business Development, Litigation, Legal Research
Education
The Johns Hopkins University
Masters of Liberal Arts and Masters in Arts and Teaching
University of Pennsylvania
Literature and Classics
Access Laurus, LLC April 2014 - Present
Offit Kurman, P.A. January 2006 - April 2014
Wells Fargo Advisors 2003 - 2006
Skills
Lead Generation, Strategy, Marketing Communications, Business Development, Litigation, Legal Research
Education
The Johns Hopkins University
Masters of Liberal Arts and Masters in Arts and Teaching
University of Pennsylvania
Literature and Classics
Holt Walker's Wells Fargo Advisors Experience June 2011 - July 2013
Job Investment Banking Summer Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2015 - August 2015
HelioSage Energy June 2014 - August 2014
Wells Fargo Advisors June 2011 - July 2013
Education
University of Virginia 2012 — 2016
Bachelor of Arts (B.A.), Global Development Studies
The London School of Economics and Political Science (LSE) 2013 — 2013
Marketing
St. Christopher's High School 2008 — 2012
Credit Suisse June 2015 - August 2015
HelioSage Energy June 2014 - August 2014
Wells Fargo Advisors June 2011 - July 2013
Education
University of Virginia 2012 — 2016
Bachelor of Arts (B.A.), Global Development Studies
The London School of Economics and Political Science (LSE) 2013 — 2013
Marketing
St. Christopher's High School 2008 — 2012
Starwood Hotels & Resorts Worldwide, Inc.
Wells Fargo Advisors, LLC
Raytheon Missile Systems
Starwood Hotels & Resorts
Wachovia Securities, LLC
Carestream Health
Pershing
NEC Corporation of America