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.
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7,010 Wells Fargo Advisors employees in database. Find out everything there's to know about Wells Fargo Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Advisors Employees
Sovereign Wealth Advisors & LPL Financial 2009 - Present
Wells Fargo Advisors 2004 - 2009
UBS Wealth Management 1993 - 2004
Merrill Lynch 1985 - 1993
Education
The University of Texas at Austin 1974 — 1975
BS, Radio, Television, Film
University of Houston 1969 — 1973
Radio-TV
Wells Fargo Advisors October 2006 - Present
Education
The University of Kansas 1988 — 1992
Bachelor of Business Administration (B.B.A.), Economics
Wells Fargo Advisors October 1990 - Present
A.G. Edwards & Sons, Inc. July 1993 - July 1996
Tonganoxie High School September 1970 - May 1972
Education
Webster University 1988 — 1990
Master's degree, Finance, General
University of Kansas 1965 — 1969
Bachelor of Education (B.Ed.), Elementary Education and Teaching
JBGoodwin REALTORS April 2014 - Present
Sales and Marketing Consultant February 2012 - Present
Wells Fargo Advisors June 2010 - December 2011
Apple June 2001 - December 2009
Skills
B2B, Salesforce.com, Sales Presentations, Sales Operations, Sales, Account Management, Direct Sales, New Business Development, Marketing Strategy, Channel, Marketing, Sales Process, Solution Selling, Cold Calling, SaaS, Management, Lead Generation, Entrepreneurship, CRM, Training, Cross-functional Team..., Selling, Product Marketing, Advertising, Enterprise Software, Strategic Partnerships, Recruiting, Leadership, Customer Retention, Start-ups, Competitive Analysis, Business Development, Social Networking
Education
The University of Texas at Austin 1988 — 1993
B.S, Communications
Wells Fargo Advisors June 2011 - June 2014
Wachovia, A Wells Fargo Company May 2009 - June 2011
Skills
Series 7, Series 24, Series 63, Securities, Wealth Management, Investments, Mutual Funds, Banking, Asset Allocation, Alternative Investments, Asset Management, Retirement Planning, Financial Planning, Finance, Management, Risk Management, Financial Analysis, Portfolio Management, Investment Advisory
Education
The University of Texas at San Antonio
BBA, Economics
Investment Professionals, Inc. January 2015 - Present
Investment Professionals, Inc. August 2013 - January 2015
VALIC August 2012 - August 2013
USAA February 2008 - August 2012
Wells Fargo Advisors April 2006 - September 2007
Merrill Lynch April 2004 - April 2006
Edward Jones May 2001 - April 2004
Skills
Strategic Planning, Project Management, Process Improvement, Microsoft Office, Customer Service, Analysis, Budget, Event Management, Client Relations Skills, Presentations, Retirement Planning, Public Speaking, 403b, 401k, Mutual Funds, Bonds, Annuity Sales, Teachers Retirement..., Human Resources, Defined Benefit, Retirement Benefits, Employee Benefits, Military Retirement..., Organizational..., Written & Oral..., Business Development, Product Marketing, Finance, Wealth Management, Budgets, Investments, Financial Services
Education
The University of Texas at El Paso 2000 — 2005
Bachelor of Business Administration (BBA), Finance, General
Wells Fargo January 2015 - July 2015
Wells Fargo Advisors January 2013 - January 2015
Merrill Lynch September 2010 - December 2012
John Hancock Financial Services January 2009 - September 2010
Burro Brand Ghana Ltd May 2009 - June 2009
Acción New Mexico October 2008 - May 2009
UNM Regents Fund August 2008 - May 2009
PG&E December 1991 - May 2005
US Navy July 1985 - July 1991
Skills
Investments, Mutual Funds, Equities, Finance, Financial Advisory, Asset Allocation, 401k, Insurance, Financial Analysis, Strategic Planning, Investment Strategies, Alternative Investments, Financial Services, Sales, Life Insurance, Non-profits, Investment Planning, Salesforce.com..., Portfolio Management, Wealth Management
Education
The University of New Mexico 2005 — 2009
BS, Finance
Davis High School 1983 — 1985
Fisher Investments July 2015 - Present
Wells Fargo Advisors August 2011 - July 2014
MP Consulting December 2008 - August 2011
Daymon Worldwide February 2008 - December 2008
Marcus D LLC March 2006 - December 2007
Infinity Enterprises Inc. September 2003 - October 2005
Skills
Forecasting, Account Management, Management Consulting, Marketing Strategy, Problem Solving, Project Management, Small Business, International Business, Coaching, CRM, New Business Development, Management, 401k Rollovers, Asset Allocation, Business Owner Planning, Business Succession..., Concentrated Stock..., Deferred Compensation, Estate Investment..., Financial Analysis, Financial Advisory, Financial Services, Fixed Income Strategies, Investment planning, Investments, Multi-generational..., Retirement Planning, Retirement Plan..., Risk Management, Tax-efficient strategies, Wealth Management, Wealth Preservation..., Securities, Mutual Funds, Bonds, Annuity Sales, Start-ups, Portfolio Management, Entrepreneurship, Series 7, Product Development, Business Development, Strategic Planning, Leadership, Strategy, Consulting, Business Planning
Education
Bunkyo Internship Center - University of Tokyo 1994 — 1997
Business Japanese proficiency, Advanced Japanese, affiliate program, JLPT 2
Handelhojskolen Sonderborg 1991 — 1991
Graduate, International Business
Universität Hamburg 1991 — 1991
Certificate, German
University of Wisconsin-Eau Claire 1986 — 1990
BBA, Marketing
LPL Financial 2013 - Present
FSM 2008 - 2013
Wells Fargo 2005 - 2008
Wells Fargo Advisors 2004 - 2005
Skills
Marketing, Direct Marketing, Marketing Strategy, Marketing Communications, Lead Generation, Marketing Management, Social Media, Market Research, Strategic Planning, Account Management, Event Planning, New Business Development, Relationship-building..., Presentation Material, Presentation Design, Copywriting, Digital Copywriting, Creative Developement, Leadership, Project Management, Loyalty Marketing, Customer-focused, Program Budgeting, Measurement Tools, Salesforce.com, Sales&Marketing, Adobe, Banking, Non-profits, Vendor Management Skills, Reporting Metrics, Key Performance..., Advising Clients, Goal-driven leader, Training
Education
The University of North Dakota 1999 — 2003
BBA, Marketing and International Business
The University of North Dakota
Bachelor of Business Administration (B.B.A.), Marketing/International Business
Frazier Group Enterprises, LLC 2011 - Present
Wells Fargo Advisors 2001 - 2011
Smith Barney 2000 - 2001
Lincoln Financial Group March 1998 - 2001
Education
The University of Texas at Austin 1994 — 1997
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Visionary Holdings, LLC August 2014 - Present
Prudential Financial July 2010 - December 2011
Wells Fargo Advisors May 2007 - June 2010
Skills
Annuities, Retirement Planning, Annuity, Series 7, Retirement, Investments, Real Estate, Strategic Planning, Management, Finance
Education
Towson University
Texas Tech University Health Sciences Center October 2013 - Present
Raymond James August 2009 - September 2012
Wells Fargo Advisors February 2008 - August 2009
A.G. Edwards & Sons Inc. & Wachovia Securities February 2007 - February 2008
Skills
Administration, Finance, Microsoft Office, Microsoft Word, Accounting, Event Planning, Data Entry, Invoicing, Nonprofits, Outlook, Research
Education
University of Phoenix 2008 — 2010
Bachelor's degree, Criminal Justice/Law Enforcement Administration
The University of Texas at El Paso
Pegasus Capital Management May 2014 - Present
Wells Fargo Advisors May 1999 - May 2014
Skills
Investments, Financial Services, Wealth, Strategic Financial..., Securities, Finance, Insurance, Wealth Management..., Training, Risk Management, Personal Finance, Strategic Planning
Education
University of Kansas 1979 — 1983
Bachelor's degree, Business Administration
New Paltz Wellness Center January 2014 - Present
SUNY New Paltz Athletic and Wellness Center January 2013 - Present
Soccer Shots June 2011 - Present
SUNY New Paltz August 2012 - January 2014
Life Time Fitness June 2013 - September 2013
Globall Sports/ Long Island Rough Riders May 2013 - August 2013
Wells Fargo Advisors May 2012 - August 2012
K.I.S.S. Program June 2009 - August 2010
Education
SUNY New Paltz 2010 — 2014
Bachelor of Arts (B.A.), Psychology, 3.8 GPA
The University of Huddersfield
Health Psychology
Wells Fargo Advisors May 2000 - Present
Education
The University of Texas at San Antonio 1979 — 1984
Bachelor of Business Administration (B.B.A.), Economics & Finance
Winston Churchill High School - San Antonio, Texas 1975 — 1979
Wells Fargo Advisors September 2005 - Present
Morgan Stanley September 1998 - August 2005
Skills
Finance, Investments, Retirement, Management, IRAs, Asset Allocation, Leadership, Financial Planning, Securities
Education
Towson University 1989 — 1993
Bachelor of Science, Business Adminstration
Wells Fargo Advisors November 2014 - Present
UBS Wealth Management April 2008 - November 2014
Morgan Stanley April 2003 - April 2008
Ernst & Young 1994 - 1999
North Texas Bancshares June 1989 - June 1993
Education
The University of Texas at Arlington 1989 — 1993
BBA, Accounting
Scottrade November 2013 - Present
Wells Fargo Advisors 2010 - November 2013
Wells Fargo Advisors 2008 - 2010
Wells Fargo Advisors 2005 - 2007
VeraVest Investments, Inc. (a division of Allmerica Financial) 2003 - 2004
Charles Schwab 2001 - 2002
Charles Schwab 1999 - 2001
Skills
Strategy, Sales Management, Strategic Planning, Marketing Strategy, Change Management, Strategy Implementation, Financial Services, Customer Experience, Analysis, Management, Business Planning, Process Improvement, Forecasting, Banking, Business Strategy, Finance, Leadership
Education
The University of Texas at Austin - The Red McCombs School of Business 1983 — 1985
BBA, Finance
Moneta Group April 2009 - Present
Wells Fargo Advisors October 2007 - March 2009
A.G. Edwards February 2005 - October 2007
KPMG June 1981 - May 1984
Education
The University of Kansas 1978 — 1981
B.S., Accounting and Business Administration
Salina South High School 1974 — 1977
Wells Fargo Advisors April 2007 - Present
Amegy Bank August 2006 - April 2007
LPL Financial October 2004 - July 2006
Skills
Investments, Finance, Financial Services, Retirement Planning, Securities, Retirement Savings, Insurance, IRAs, Financial Analysis, Investment Strategies
Education
The University of Texas at Austin 2013 — 2015
Professional Designation, Certified Financial Planner
University of Minnesota-Twin Cities 1993 — 1998
Bachelor of Arts (B.A.), Industrial and Organizational Psychology
Minneapolis South High 1987 — 1991
Top 5% of Graduating Class, Magnet Program for Gifted Students
Freelance Writer 2013 - Present
The Miami Art Scene December 2010 - Present
KPW Media Group 2010 - Present
Wells Fargo Advisors October 2007 - November 2010
BankUnited September 2002 - August 2004
Skills
Writing, Creative Non-fiction, Creative Writing, Fiction Writing, Web Content Creation, Poetry, Ghostwriting, Slogans, biographical writing, Public Speaking, Philosophy, Research, Teaching, Editing, createspace, ingramspark, Sales, Amazon Kindle, Asset Allocation, Direct Sales, Creative Problem Solving, REIT, Finance, Publishing, Bitcoin, Digital Currency, Financial Services, Social Networking, Social Media, Investments, Social Media Marketing, Customer Service, Marketing Strategy, Management, Negotiation, Project Management
Education
Towson University 1991 — 1996
Bachelor of Arts (BA), Philosophy and Religious Studies
Towson University 1991 — 1996
Bachelor's Degree, Philosophy, Steep
Wunderlich Securities 2009 - Present
Wells Fargo Advisors January 2001 - May 2009
JWGenesis Financial Group, Inc. January 1999 - January 2001
Chatfield Dean & Co., Inc. February 1991 - January 1999
Education
The University of Texas at Austin 1986 — 1990
Bachelor of Arts (B.A.), History
Isidore Newman School 1979 — 1986
FedEx Services October 2011 - Present
Memphis Convention and Visitors Bureau July 2005 - March 2013
Travelex October 2010 - October 2011
Wells Fargo Advisors March 2010 - October 2010
Skills
Customer Service, Process Improvement, Transportation, Microsoft Excel, Microsoft Office, Team Building, Management, Logistics, Microsoft Word, Outlook, Marketing Communications, Coaching, LTL, Social Media, Social Networking, Supply Chain, Fundraising, Organizational..., Adobe Acrobat, Salesforce.com, Cold Calling, Sales, Account Management, Sales Management, Leadership, Training, New Business Development, Strategic Planning, Marketing
Education
Dowling College 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
The University of Memphis 2004 — 2009
Bachelor of Science (B.S.), Biology/Biological Sciences, General
The University of Memphis 2004 — 2009
Project Management Certification IBTA, Certified Business Professional
Wells Fargo Advisors May 2014 - Present
Wells Fargo Home Mortgage October 2013 - May 2014
Gulf South Mortgage May 2012 - October 2013
Skills
Finance, Investments, Customer Service, Insurance, Financial Analysis
Education
The University of Southern Mississippi 2007 — 2012
Bachelors Degree, Banking and Finance
Biloxi High School 2004 — 2007
Wells Fargo Advisors December 2013 - Present
Edward Jones December 2000 - December 2013
Emerson Process Management 1998 - 2000
Skills
Series 7, Series 63, Stocks, Asset Management, Bonds, Financial Advisory, 401k, Series 65
Education
The University of North Dakota 1990 — 1995
BS EE, Electrical Engineering
Grand Rapids High School, Minnesota 1988 — 1990
Wells Fargo Advisors April 2015 - Present
Self Employed 2008 - 2015
Betfair October 2002 - February 2008
Skills
Risk Analysis, Statistical Data..., Microsoft Excel, Gambling, Trading, Statistical Modeling, Enterprise Risk..., Business Continuity..., Employee Training, Time Management, Crisis Management, Customer Product..., Organizational..., Management, Team Building, Team Leadership, Capital Budgeting, Value Investing, Trading Strategies, Project Management, MS Project, Strategic Planning, Change Management, Microsoft Word, SQL, Business Planning, Business Process..., Microsoft Office, PowerPoint, Public Speaking, Data Entry, Regression Analysis, Monte Carlo Simulation, Outlook, Social Media, Risk Management, Analysis, Strategy, Event Planning, Analytics, Presentations, Financial Risk, Marketing, Customer Service, Leadership
Education
The University of Huddersfield 2012 — 2014
Master's degree, Project Management
The University of Salford 1999 — 2002
Bachelor's degree, Business/Managerial Economics
Wells Fargo Advisors May 2006 - Present
Morgan Stanley Investment Management April 2005 - May 2006
First Tennesee December 1999 - April 2005
Skills
Retirement Planning, Retirement, 401k Rollovers, Investments, Finance, Fixed Income, Investment Strategies, Asset Allocation, Mutual Funds, Financial Services, Fixed Annuities, Securities
Education
The University of Kansas 1983 — 1987
Bachelor of Science, Business and Marketing
Robert W. Baird & Co. August 2014 - Present
Wells Fargo Advisors June 2003 - August 2014
Skills
Investments, Retirement Planning, Strategic Financial..., Wealth Management, Series 7, Portfolio Management, Asset Allocation, Asset Management, Equities, Finance, Financial Analysis, Financial Modeling, Financial Planning, Investment Strategies
Education
The University of Texas at Austin 1998 — 2002
Wells Fargo Advisors January 2009 - Present
Wachovia Securities June 2007 - December 2008
A.G. Edwards & Sons, Inc. June 1999 - May 2007
Edward Jones June 1997 - May 1999
Wave Technologies International April 1993 - May 1997
Hill's Pet Nutrition May 1992 - January 1993
Skills
Financial Services, Business Analysis, Internal Communications, Marketing Strategy, Marketing, Series 7, SDLC, Risk Management, Series 63, Vendor Management, Process Improvement, Requirements Gathering, Digital Marketing, Web Content Management, Leadership, User Experience, Management
Education
University of Kansas
Bachelor of Science (BS), Journalism and Mass Communications with discipline in Business Communications
Coordinated Business Systems September 2014 - Present
Wells Fargo Advisors 2011 - 2014
Best Buy 2009 - 2011
Best Buy 2008 - 2009
Best Buy 2007 - 2008
Skills
Sales, Mortgage Lending, Account Management, Sales Management, Retail, Finance, Management, Time Management, Customer Experience, Cold Calling, Customer Satisfaction, Leadership, Merchandising, Training, Profit, Customer Service, B2B, Team Leadership, Customer Retention, Marketing, Sales Process, New Business Development
Education
The University of North Dakota 2005 — 2010
Bachelor's degree, Liberal Arts and Sciences, General Studies and Humanities
The Training Associates August 2011 - Present
Capital One April 2011 - December 2011
Wells Fargo Advisors October 2010 - February 2011
Wachovia / Wells Fargo Bank June 2009 - January 2010
Fulton Bank October 2008 - April 2009
RBC, Centura Bank December 2004 - October 2008
Personal Deposits November 2005 - January 2007
Personal & Business Banking December 2004 - November 2005
Wachovia at Work July 2000 - December 2004
Great Neck In store February 1997 - June 1998
Skills
Banking, Training Delivery, Performance Management, Team Building, Hands-on Training, Training, Instructor-led Training, Customer Service, Workshop Facilitation, Mortgage Lending, Credit, Sales, Recruiting, POS, Siebel 7.x, Instructional Design, Organizational..., Staff Development, Employee Training, Change Management, Strategic Planning, Time Management, Strategy, Employee Benefits, Leadership Development, Blended Learning, Executive Coaching, Performance Improvement, Captivate, Learning Management, E-Learning, Organizational..., Talent Management, Needs Analysis, Coaching, Employee Engagement
Education
Thomas Nelson Community College 1995 — 1999
ABA banking 1987 — 1993
Banking basics, Banking and Financial ABA
LPL Financial June 2012 - Present
Wells Fargo Advisors March 2003 - May 2012
Legg Mason July 2001 - March 2003
Skills
College Education..., IRAs, Fixed Income Portfolio..., Investment Management, Singing, Double Bass, Retirement Planning, Risk Management, Asset Modeling, Guitarist, Survival Skills, Portfolio Management, Retirement, Securities, Financial Advisory, FINRA, Insurance, Finance
Education
University of The Arts 1995 — 1999
Bachelor of Arts (B.A.), Music Performance, General
Raymond James Financial Services Inc. June 2012 - Present
Wells Fargo Advisors October 2007 - June 2012
Woodmen of the World September 2003 - October 2007
Skills
Investments, Wealth Management, Retirement, Estate Planning, Retirement Planning, Investment Management, Alternative Investments, Asset Managment
Education
The University of Texas at Austin
USAA Real Estate Company September 2014 - January 2015
Colony Capital/Colony American Homes May 2013 - August 2013
Investment Realty Company, LC June 2012 - August 2012
Wells Fargo Advisors November 2009 - March 2011
Pomarium Consulting June 2009 - November 2009
Skills
Microsoft Excel, Corporate Finance, Data Analysis, Financial Modeling, Investments, Financial Analysis, Financial Reporting, Finance, Argus Modeling, Marketing, Investment Properties, Market Research, Portfolio Management
Education
University of Wisconsin-Madison 2012 — 2014
Master of Business Administration (M.B.A.), Real Estate
The University of Texas at Austin 1999 — 2003
Bachelor of Business Administration (BBA), Finance
SIMER Consulting August 2011 - Present
Berkshire Hathaway December 2005 - October 2010
Wells Fargo Advisors January 2005 - September 2005
Skills
Driving License, Time Management, Microsoft Excel, Strategic Planning
Education
The University of Texas at Dallas 2001 — 2005
Master's degree, Accounting and Finance
The University of Texas at Dallas 1999 — 2001
Bachelor's degree, Accounting and Finance
Wells Fargo Advisors Financial Network May 2015 - Present
Wells Fargo Advisors May 2007 - May 2015
AG Edwards March 2005 - May 2007
Empire BlueCross BlueShield January 2000 - January 2004
Education
The University of Tennessee at Chattanooga
Bachelors in Finance
Wells Fargo Advisors February 2014 - Present
Wells Fargo Advisors March 2011 - February 2014
Wells Fargo Advisors, LLC March 2008 - February 2011
Wells Fargo Advisors March 2006 - February 2008
Edward Jones January 2003 - February 2006
Edward Jones January 2000 - December 2002
Stifel Financial Corp. February 1999 - December 1999
Edward Jones July 1997 - January 1999
Skills
Management, Program Management, Integrated Marketing, Series 7, Series 63, Financial Services, Public Speaking, Relationship Management, Fixed Income, Written & Oral..., Marketing Strategy, Marketing Communications, Marketing Management, Leadership, Finance, Marketing, Strategy, Investments, Strategic Planning
Education
University of Kansas 1993 — 1997
BS, Business Administration w/Political Science concentration
Wells Fargo Advisors February 2013 - Present
Rudy and Kelly March 2007 - February 2013
Surface Hair May 2010 - January 2013
Professional Beauty Supply January 2004 - July 2007
Hair Extraordinare January 1999 - January 2004
Skills
Hair Care
Education
Tidewater Community College 1984 — 1990
Criminal Justice
Chesapeake Center of Technology 1980 — 1983
Cosmetology/Cosmetologist, General
Indian River High School 1980 — 1983
Supreme Lending August 2014 - Present
NOLA Lending Group October 2011 - August 2014
Wells Fargo Advisors April 2010 - September 2011
Wells Fargo Financial September 2004 - April 2010
Pfizer 2004 - 2004
Skills
Banking, Customer Service, Credit, FHA, Loan Origination, Loans, Management, Mortgage Banking, Mortgage Lending, Refinance, Residential Mortgages, Sales, USDA, VA loans
Education
The University of Memphis 2000 — 2004
Wells Fargo Advisors June 2009 - Present
Merrill Lynch October 2007 - June 2009
Banc of America Investment Services October 1994 - October 2007
Ameriprise Financial January 1992 - October 1994
Education
The University of Texas at Austin
Economics, Liberal Arts
Energy Income Partners August 2013 - Present
Bloomberg November 2010 - August 2013
Questar June 2009 - October 2010
Wells Fargo Advisors April 2005 - April 2009
Merrill Lynch 1997 - 2005
Skills
Electricity and Natural..., Financial Modeling, Financial Analysis, Bloomberg, Valuation, Capital Markets, Equities, Equity Research, Investments, Due Diligence, Corporate Finance, Fixed Income, Alternative Investments, Natural Gas, Energy, Commodity Markets, Investment Banking, Portfolio Management
Education
The University of New Mexico - Robert O. Anderson School of Management 1980 — 1983
BS, Accounting
Wells Fargo Advisors May 2012 - Present
Merrill Lynch Global Wealth Management June 2008 - June 2012
Smith Barney October 2006 - June 2008
Education
Towson University 1996 — 2000
Business Finance
Union Bank June 2012 - May 2013
Wells Fargo Advisors April 2010 - February 2012
Wells Fargo Private Bank January 2007 - April 2010
Wells Fargo Investments November 2004 - January 2007
John Hancock Life Insurance Company (U.S.A.) January 2003 - September 2004
SPEC English Institute June 2001 - December 2002
Education
San Diego State University 2011 — 2013
Master's degree, Accounting and Finance
The University of New Mexico 1997 — 2001
BBA, International Management
Wells Fargo Advisors June 2014 - Present
Skills
Certified Financial..., Wealth Management, Portfolio Management, Investment Advisory, Retirement Income..., Retirement Planning, Succession Planning, Charitable Gift Planning, 401(k) Rollovers, IRAs
Education
The University of North Dakota 1985 — 1990
BBA, Banking & Finance
RGP June 2015 - Present
Clay Adams Harrison, LLC September 2009 - Present
Robert Half Management Resources January 2014 - April 2014
Wells Fargo Advisors April 2013 - December 2013
Robert Half Management Resources November 2012 - March 2013
Pt. Platinum Consulting, LLC July 2012 - August 2012
Rockwood Pigments February 2012 - June 2012
Wells Fargo Advisors August 2010 - February 2012
Adams Harris September 2009 - May 2010
SolomonEdwardsGroup August 2009 - January 2010
Skills
Financial Reporting, Internal Controls, Accounting, Auditing, Managerial Finance, Forecasting, Financial Accounting, Project Management, Financial Analysis, Consolidation, Account Reconciliation, Sarbanes-Oxley Act, Accounts Receivable, SEC filings, Budgets, Management, GAAP, Process Improvement, Microsoft Excel, Financial Statements, Cost Accounting, General Ledger, Sarbanes-Oxley, Tax, Business Process..., Internal Audit, Cash Management, Cash Flow, Financial Modeling, Start-ups, Enterprise Risk..., Budgeting, Cash Flow Forecasting, Certified Fraud Examiner, Project Planning, Corporate Finance, Financial Audits, US GAAP, Acquisition Integration, Hyperion Enterprise, QuickBooks, Finance, Due Diligence, Leadership, Payroll, Strategic Planning, Risk Management, Consulting, Mergers & Acquisitions, Analysis
Education
University of Missouri-Saint Louis 1989 — 1992
BGS, Accounting
Thunderbird School of Global Management 1982 — 1983
MBA, International Finance
Westminster College (MO) 1977 — 1981
BA, English
Wells Fargo Advisors September 1992 - Present
Wells Fargo Advisors September 1992 - Present
Wells Fargo Advisors September 1992 - Present
Skills
Retirement Planning, Financial Services, Cash Management, Wealth Preservation..., Investment Strategies, Financial Advisory
Education
The University of Texas at Dallas
Bachelor of Arts (B.A.), Multi/Interdisciplinary Studies, Graduated Cum Laude
Wells Fargo Advisors September 2008 - Present
Wachovia Securities LLc 2003 - 2008
Prudential Securities LLc 1998 - 2003
Dean Witter Reynolds, Inc. 1992 - 1998
Dean Witter Reynolds, Inc. 1989 - 1992
Dean Witter Reynolds, Inc. 1982 - 1989
Bache and Prudential Bache Securities 1979 - 1982
Skills
Series 7, Investments, Series 65, Series 63, Mutual Funds, Asset Allocation, Retirement Planning, Alternative Investments, FINRA, Securities, ETFs, Financial Advisory, Financial Services, Equities
Education
The University of New Mexico 1974 — 1977
BA, Speech Communications
University of Miami 1973 — 1974
Mass Communications
New Trier West 1969 — 1973
H.S. Diploma
Wells Fargo Advisors November 2014 - Present
Profit Plus Business Solutions February 2014 - November 2014
Dovetail Partner Promotions July 2013 - August 2013
Aquaterra Environmental Solutions May 2011 - January 2013
Think Big Partners, LLC May 2012 - August 2012
Waterway Gas & Wash June 2010 - August 2010
Heartland Soccer Association April 2005 - June 2007
Skills
Customer Service, Sales, Accounting, Microsoft Excel, Microsoft Word, PowerPoint, Management, Invoicing, Project Planning
Education
University of Kansas 2011 — 2014
Bachelor of Science (B.S.), Finance, GPA: 3.68
Consortium Institute of Management and Business Analysis (CIMBA) 2013 — 2013
Study Abroad, Business
Wells Fargo Advisors April 2010 - August 2012
Wells Fargo Home Mortgage June 2009 - April 2010
Wells Fargo April 2007 - August 2008
Skills
Team Leadership, Series 7, Fixed Annuities, Fixed Income, Mutual Funds, Series 66, Securities Trading
Education
The University of North Dakota 2000 — 2004
Bachelor's degree, Business Administration and Management, General
Jim Hanlin's State Farm Agency February 2014 - Present
Wells Fargo Advisors December 2012 - February 2014
Sundance Buick GMC December 2011 - July 2012
Professional Education Services Group September 2006 - June 2011
Skills
Finance, Retirement Planning, Sales, Investments, Access, Economics, Microsoft Excel, Financial Analysis
Education
The University of South Dakota 2014 — 2017
Master's Degree, Business Administration and Management, General
Western Governors University 2009 — 2012
Bachelor's Degree, Education
Arvest Asset Management May 2015 - Present
Arvest Bank September 2014 - Present
Arvest Bank February 2012 - September 2014
Wells Fargo Advisors July 2008 - February 2012
Wells Fargo February 2006 - February 2012
Skills
Banking, Investments, Trust, Mortgage Lending, Consumer Lending, Commercial Lending, Treasury Management, Retirement Planning, Relationship Management, Private Banking, Financial Services, Finance, Credit, Wealth Management, Small Business Lending, Commercial Banking, Business Planning, Credit Analysis, Lines Of Credit, Business Development, Cash Management, Cross Selling, Loans, Retail Banking, Series 7
Education
University of Kansas 2000 — 2005
Bachelor of Arts (B.A.)
Compultense University of Madrid 2004 — 2004
Certificate, Spanish Literature, Language, History, and Art
Scottsdale Culinary Institute 2005 — 2006
Culinary Arts
UBS Financial Services, Inc. March 2012 - Present
Wells Fargo Advisors October 2007 - March 2012
Merck October 2002 - October 2006
Gateway May 1996 - March 2002
Skills
Series 7
Education
The University of North Dakota 1988 — 1993
Bachelors of Arts, Public Relations, Advertising, and Applied Communication
Wells Fargo Advisors July 2003 - Present
Prudential Securities August 1997 - July 2003
Skills
Estate Planning, Investments, Retirement, Retirement Planning, Asset Allocation, Insurance, Mutual Funds, Investment Strategies, 401k, Bonds, Equities, Securities, Annuities, Options, Fixed Income, Estate Investment..., Strategies
Education
The University of Texas at Austin 1970 — 1974
BA, Liberal Arts
Benjamin F. Edwards & Co. 2012 - Present
Wells Fargo Advisors 2009 - 2011
Wells Fargo Advisors 2008 - 2009
A.G. Edwards 2001 - 2008
A.G. Edwards 1998 - 2001
Skills
Series 7, Operational Risk..., FINRA, Relationship Management, Series 24, Series 53, Series 63, Series 66, Team Development and..., Outsourcing Management..., Offshoring Process..., Business Process..., Merger Integration, Customer Service, Anti-Money Laundering, Advisory Programs, Wealth Management, Uniform Combined State..., Securities, Mutual Funds, ETFs, Bonds, Credit, AML
Education
University of Kansas
Bachelor of Science, Business Administration, Business
Wells Fargo Advisors November 2012 - Present
Merrill Lynch January 2011 - November 2012
TIMKEN COMPANY September 2008 - January 2011
Sonnax Industries November 2002 - June 2008
WELLMAN PRODUCTS GROUP, Division of Hawk Corporation March 2000 - November 2002
The Stanley Works July 1995 - April 2000
Fidelity Investments January 1991 - January 1994
Skills
Cross-functional Team..., Leadership, Business Planning, Management, Product Development, Strategic Planning, Market Research, Financial Analysis, Manufacturing, Marketing, Mergers & Acquisitions, Financial Modeling, Risk Management, Business Strategy, Sales, Retirement Solutions
Education
Thunderbird School of Global Management 1994 — 1995
MBA, Marketing
Trinity College 1987 — 1991
Bachelor of Arts, Double; Economics and Spanish
Trinity College-Hartford 1987 — 1991
BS, Economics and Spanish
U.S. Capital Advisors LLC August 2014 - Present
Brooklyn Pie Company June 2005 - Present
Wells Fargo Advisors 2010 - August 2014
ROW Strategy Group LLC June 2010 - October 2010
HPL PureSport January 2008 - March 2010
CompassLearning October 2006 - January 2008
Ben & Jerry's 2003 - 2006
id5Solutions March 2000 - March 2002
Paperless Claims Inc September 1996 - January 2000
Skills
Investments, Retirement Planning, Investment Strategies, 401k Rollovers, Mutual Funds, Asset Allocation, Risk Management, Tax-Efficient Strategies, Business Succession..., Wealth Preservation..., Financial Advisory, Fixed Income Strategies, Estate Investment..., 401k, Securities, Deferred Compensation..., Retirement Plan..., Alternative Investments, Financial Analysis, Financial Services, Financial Modeling, Portfolio Performance..., Stocks, Bonds, Municipal Bonds, ETFs, Life Insurance, Annuity Sales, Relationship Management, Retirement Savings, Business Development, Marketing Strategy, Strategic Planning, Marketing
Education
The University of Texas at Austin 1994 — 1996
MBA
The University of Texas at Austin 1988 — 1993
BA
C.H. Robinson November 2012 - Present
Clear Channel Radio October 2011 - November 2012
E.BO Young Talking Club August 2010 - August 2011
Wells Fargo Advisors January 2009 - October 2009
Skills
Account Management, Social Media, PowerPoint, Cold Calling, Sales Presentations, Microsoft Excel, Microsoft Office, Sales, Marketing, Social Media Marketing, Customer Service, Marketing Strategy, Teaching, Negotiation, New Business Development, Operations Management, Sales Management, Microsoft Word, Team Building, Management, Leadership, Social Networking, Budgets
Education
The University of Memphis 2002 — 2007
BS, Professional, Technical, Business, and Scientific Writing
TEFL International 2006 — 2006
TEFL Certification, ESL
SunTrust Bank 2014 - Present
Morgan Stanley 2013 - 2014
Morgan Stanley 2011 - 2013
Wells Fargo Advisors 2007 - 2011
Morgan Stanley 2006 - 2007
Mercantile Bank 2005 - 2006
OutSell Consulting 2004 - 2005
Wachovia Bank 2002 - 2004
Merrill Lynch 2001 - 2002
Morgan Stanley 1999 - 2001
Skills
Wealth Management, Banking, Loans, Mortgage Lending, Finance, Portfolio Management, Financial Planning, Risk Management, Commercial Lending, Financial Services, Wealth, Credit, Financial Advisory, Management, Commercial Banking
Education
University of Vermont 1992 — 1996
Bachelor of Arts (B.A.), European History
The University of Stirling 1995 — 1995
Semester Abroad, Scottish History
Wells Fargo Advisors August 2014 - Present
Wells Fargo Advisors September 2012 - August 2014
Wells Fargo Advisors LLC June 2011 - September 2012
Meyers Associates L.P. January 2011 - June 2011
Ethicon June 2010 - August 2010
East Coast Social Sports, Maryland April 2010 - August 2010
Ethicon Johnson & Johnson through Kelly Services January 2010 - May 2010
Allstate Wholesale Auto January 2007 - December 2008
Johnson & Johnson Health Care Systems through Kelly Services March 2006 - July 2006
Ethicon Johnson & Johnson through Kelly Services July 2005 - December 2005
Skills
Investments, Management, Finance, Social Networking, Mutual Funds, Sales Operations, Marketing, Sales, Facebook, Forecasting, Asset Allocation, Securities, Microsoft Office
Education
Towson University 2008 — 2010
BA, Business Administration
JPMorgan Chase 2008 - Present
Wells Fargo Advisors November 2007 - August 2008
Fremont investment and loan April 2005 - October 2007
Skills
Mortgage Lending, Refinance, Loans, Credit, Credit Analysis, New Business Development, Sales, Mortgage Banking, Loan Origination, Banking, Underwriting
Education
The University of Texas at Arlington 1988 — 1993
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Bank of America April 2012 - Present
Wells Fargo October 2010 - April 2012
Wells Fargo Advisors May 2009 - October 2010
Bank of America October 2006 - March 2009
Bank of America October 2005 - October 2006
Skills
High Net Worth..., Purchase, First Time Home Buyers, Refinance, Estate Planning, Investment Properties, FHA, FHA financing, Loans, Banking, Investments, Financial Advisory, Financial Services, Mortgage Lending, Residential Mortgages
Education
The University of Texas at Austin 1999 — 2002
BA, Psychology
Financial Industry Technical Services Inc. 2008 - Present
Wells Fargo Advisors October 2009 - May 2011
DST TASS 2008 - 2009
Wells Fargo Investments August 2006 - January 2008
North American Clearing Inc. 2008 - 2008
Wells Fargo Investments April 2003 - August 2006
Wells Fargo Investments April 2001 - April 2003
Wells Fargo Investments (Formerly Norwest Investment Services Inc.) 1997 - 2001
Skills
Analytics, Business Process..., Business Analysis, Recruitment/Retention, Securities, Mutual Funds, Compliance, Risk Management, Financial Analysis, Analysis, Process Improvement, Data Analysis, Operations Management, Call Center, Mergers, Team Building, hyperion reporting, Trading, Call Centers, Settlement, Business Process, Project Management, Equities, Financial Services, Investments, Finance, Mergers & Acquisitions, Asset Management, Requirements Gathering, Software Documentation, Quality Assurance, SharePoint, Vendor Management, Fixed Income, Banking, Relationship Management, Back Office, Portfolio Management, SDLC, Financial Risk, Capital Markets, Derivatives, Options, Management, Consulting
Education
The University of North Dakota 1993 — 1997
Bachelor of Arts, Management
Devils Lake Central High School
Wells Fargo Advisors January 1981 - Present
Pillsbury Corporation 1978 - 1980
University of Wyoming / Thunderbird 1976 - 1977
Education
Thunderbird School of Global Management 1978 — 1980
Masters of International Management, Concentration in International Business & Global Economics
University of Wyoming 1977 — 1978
Masters in Economics, Concentration in Environmental & Natural Resource Economics
University of Wyoming 1974 — 1977
Bachelors of Science, Economics
Wells Fargo Advisors July 2015 - Present
Wells Fargo Advisors February 2010 - July 2015
Sun Life Financial Distributors February 2005 - February 2009
New England Financial March 2004 - February 2005
Merrill Lynch January 1995 - September 2003
New England Financial January 1992 - January 1995
Skills
Retirement Planning, Fixed Annuities, Retirement, Mutual Funds, Insurance, Estate Planning, Financial Advisory, Strategy, Leadership, Business Development, Management, Training, Sales Operations, Business Planning, Finance, Sales, Marketing, Forecasting, Separately Managed..., Budgets, Series 7, Life Insurance
Education
The University of Texas at Austin 1991 — 1994
BBA, Finance, General
International Foundation for Retirement Education 2011 — 2011
CRC Certified Retirement Counselor, Retirement Planning
PriorityOne Bank June 2014 - Present
Hancock Bank March 2013 - June 2014
Regions Bank September 2010 - April 2013
Wells Fargo Advisors January 2008 - September 2010
Skills
Customer Service, Sales, Loans, Banking, Credit
Education
The University of Southern Mississippi 2004 — 2008
B.S.B.A., Marketing
B.S.B.A emphasis in Marketing
Oak Grove High School
Barnett and Company February 2013 - April 2015
Wells Fargo Advisors February 2009 - January 2013
A.G. Edwards December 2005 - February 2009
Skills
Series 7, Series 66
Education
The University of Tennessee at Chattanooga
Forge Wealth Management, LLC July 2015 - Present
Wells Fargo Advisors August 2009 - July 2015
Merrill Lynch September 1996 - August 2009
Skills
Investment Strategies, 401k Rollovers, Asset Allocation, Insurance, Retirement Planning, Concentrated Stock..., Estate Investment..., Retirement Savings, Tax-Efficient Strategies, Wealth Preservation...
Education
Thomas Jefferson University
Bachelor of Science (B.S.)
Lookout Capital Management March 2015 - Present
Wells Fargo Advisors 2005 - 2013
Davis Hamilton Jackson 1996 - 2005
Skills
Investments, Portfolio Management, Equities, Finance, Mutual Funds, Asset Management, Financial Modeling, Financial Analysis, Valuation, Alternative Investments
Education
The University of Texas at Austin 1981 — 1986
BBA, MBA, Finance
Wells Fargo Advisors May 2005 - Present
JPMorgan Chase February 2002 - May 2005
Morgan Stanley December 2000 - March 2002
Skills
Retirement Planning, Investments, Personal Financial..., Strategic Investment, Wealth Management, Investment Management, Financial Analysis, Asset Allocation, Portfolio Management, Asset Management
Education
The University of Texas at Austin 1995 — 2000
Bachelor of Science, Mechanical Engineering
The Gottesman Group at U.S. Capital Advisors LLC January 2015 - Present
Wells Fargo Advisors September 2014 - January 2015
Hotel Ella November 2012 - September 2014
Capital Sports & Entertainment January 2011 - November 2012
Capital Sports & Entertainment May 2009 - November 2012
C3 Presents September 2008 - January 2009
Capital Sports and Entertainment September 2007 - May 2008
Renee Trudeau & Associates May 2006 - August 2006
Skills
Leadership, Problem Solving, Recruiting, Project Management, Budgets, Financial Analysis, Hospitality, Human Resources, Training, Financial Reporting, Microsoft Excel, Management, Accounting, Analysis, Event Management, QuickBooks, Forecasting, Cash Flow Forecasting
Education
The University of Texas at Austin 2005 — 2009
Bachelor of Science (B.S.), Public Relations and Business Foundations
Austin High School 2001 — 2005
Hancock Bank May 2015 - Present
Wells Fargo Advisors April 2014 - May 2015
Wells Fargo Home Mortgage June 2013 - April 2014
Hancock Bank March 2008 - June 2013
Martin Wilson LLC November 2005 - April 2007
Skills
Banking, Credit, Loans, Retail Banking, Risk Management, Business Analysis, Consumer Lending, Software Documentation, Small Business Lending, Investment Banking, Analysis, Mortgage Lending, Customer Service, Credit Risk, Finance, Financial Services, Relationship Management, Loan Origination, Cross Selling, Credit Cards, Call Centers, Retail, Deposits, Core Banking, Credit Analysis, Commercial Lending, Commercial Banking, Financial Risk, Leadership
Education
The University of Southern Mississippi 2001 — 2012
Bachelor of Science in Business Administration, Business Administration, 3.044
Harrison Central High School 1998 — 2001
Graduate
Wells Fargo Advisors October 2014 - Present
Revoltagen April 2014 - August 2014
The Nathanson Law Firm December 2011 - November 2012
Dewey & LeBoeuf LLP June 2011 - September 2011
Lions Deals October 2010 - May 2011
Skills
Finance, Management, Leadership, Social Media, Start-ups, Sales, Marketing, Financial Analysis, Public Speaking
Education
Touro College 2010 — 2013
Bachelor of Science (BS), Finance
Touro College
Wells Fargo Advisors April 2004 - Present
Education
The University of North Dakota 1983 — 1987
Bachelor's degree, Education/Teaching of Individuals in Elementary Special Education Programs
Stifel Financial Corp. February 2015 - Present
Wells Fargo Advisors April 2013 - February 2015
Wells Fargo Advisors July 2011 - March 2013
Wells Fargo Advisors July 2011 - April 2012
Skills
Closed-end Funds, Equity Research, ETFs, Equities, Investment Research, Fixed Income, Energy Industry, Oil & Gas, Oil & Gas Industry, Industrial Sector, Equity Research Analysis, Security Analysis, Utilities, Credit Analysis, Investment Management, Corporate Credit, Bond Markets, Corporate Finance, Bloomberg Terminal, Fixed Income Strategies, Series 7, Energy, Microsoft Office, Financial Analysis, Finance, Writing, Public Speaking, Series 66, Customer Service, Product Management, Report Writing, SEC filings, English Literature, Research, Bloomberg, Investments, Strategy, FactSet, Morningstar, SQL, Access
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2011
BBA, Finance - Investment Management
The University of Texas at Austin 2007 — 2011
BA, Plan II Honors
BBVA Compass Investment Solutions August 2013 - Present
Wells Fargo Advisors August 2010 - August 2013
Morgan Stanley Private Wealth Management February 2010 - August 2010
Skills
Investments, New Business Development, Entrepreneurship, Portfolio Management, Team Building, Problem Solving, Entrepreneur, Client Centered, Marketing Strategy, Manage Client..., Marketing, Mutual Funds, Negotiation, Public Speaking, Management, Finance, Financial Services, Sales, Insurance, Wealth Management, Leadership, Financial Advisory, Customer Service, Contract Negotiation, Relationship Management, Social Media, Real Estate, Series 7, Sales Management
Education
University of Kansas
Bachelor of Science Journalism Program
Maranatha Academy
Diploma
Wells Fargo Advisors 2010 - Present
Skills
Tactical Asset..., IRAs
Education
University of Kansas
SchoolStatus May 2013 - Present
Wells Fargo Advisors June 2011 - April 2013
Skills
Project Management, Customer Experience, Educational Technology, Public Speaking, Financial Analysis, Training, Team Building, Program Management, Data Analysis, PowerPoint, Teaching
Education
The University of Southern Mississippi
Bachelor of Science (BS), Marketing
The University of Southern Mississippi
Master's degree, Communication Studies
Nationwide Financial September 2007 - Present
ING May 2005 - August 2007
Wells Fargo Advisors March 2000 - August 2005
Skills
Disability Insurance, Fixed Annuities, Long-term Care, ChFC, Estate Planning, Certified Financial..., Term Life Insurance, Series 63, Retirement Planning, CLU, Life Insurance, Series 6, Retirement, Series 7, IRAs, Universal Life, Sales
Education
The University of North Dakota 1995 — 1999
Criminal Justice Studies
Hibbing High School 1990 — 1994
Ameriprise Financial Services, Inc. May 2013 - Present
Parnell & Associates March 2012 - May 2013
Wells Fargo Advisors December 2011 - April 2012
Wells Fargo Institutional Retirement & Trust May 2011 - November 2011
Skills
Retirement Planning, Securities, Wealth Management, Investments, Investment Strategies, Auditing, Management
Education
The University of North Dakota
Bachelor of Business and Administration, Finance
The University of North Dakota
Merrill Lynch August 2013 - Present
Wells Fargo Advisors February 2010 - August 2013
First Republic Bank 1991 - 2001
Skills
Portfolio Management, Investments, Loans, Mortgage Lending, Finance, Credit, Loan Origination, Asset Management, Refinance, Commercial Lending, Strategic Financial..., Equities, Banking, Financial Analysis, Commercial Mortgages, Underwriting, Valuation, Insurance, Life Insurance, Risk Management, Capital Markets, Financial Modeling, Due Diligence, Corporate Finance, Leadership, Management, Strategic Planning
Education
The University of Texas at Austin 1986 — 1987
Mortgage Banking Certification
San Diego State University 1977 — 1981
Bachelor of Science, Business Administration
USAA Investment Management May 2011 - Present
Wells Fargo Advisors June 2005 - April 2011
Skills
Investment Management, Certified Financial..., Mutual Funds, Asset Allocation, Finance, Investment Strategies, Series 7, Wealth Management, Portfolio Management, Retirement Planning, Investment Advisory, Series 65, Investments, Financial Advisory, Series 63, FINRA, Asset Management
Education
The University of Texas at San Antonio 2009 — 2011
MS, Finance
The University of Texas at San Antonio 2003 — 2005
BS, Finance
PwC July 2014 - Present
PwC September 2013 - July 2014
PwC January 2012 - March 2012
Wells Fargo Advisors February 2010 - January 2011
Texas Hillel July 2009 - May 2010
Skills
Financial Analysis, Internal Controls, Microsoft Office, Accounting, US GAAP, Microsoft Excel, Financial Reporting, Due Diligence, SEC filings, Financial Accounting, CPA, GAAP, PowerPoint, Auditing
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2013
Master in Professional Accounting, Business
The University of Texas at Austin 2008 — 2009
Bachelor of Arts, Economics
Walton High School 2005 — 2008
Wells Fargo November 2014 - Present
Wells Fargo Advisors July 2012 - November 2014
Tempco Manufacturing May 2011 - July 2012
University of Kansas August 2010 - May 2012
T-Mobile October 2008 - November 2009
Dadson's Machining May 2005 - August 2008
Office Depot June 2007 - July 2008
Skills
Proficient in multiple..., Experience with..., Networking through..., Management, Customer Service, Sales Management, Account Management
Education
University of Kansas 2005 — 2011
BGS, Business/Managerial Economics
The University of Kansas
Bachelor, General Studies
Economics
Bright Horizon Resources September 2013 - Present
Kayne Anderson Capital Advisors October 2010 - September 2013
Credit Suisse June 2008 - September 2010
Deutsche Bank 2006 - 2006
Wells Fargo Advisors 2005 - 2005
Education
The University of Texas at Austin - Red McCombs School of Business 2003 — 2007
BBA and BA, Finance and Economics
Adept Solutions Inc November 2014 - Present
Infolob Solutions, Inc. May 2013 - November 2014
Independent November 2012 - May 2013
Wells Fargo Advisors June 2012 - November 2012
Merrill Lynch September 2011 - March 2012
Insphere Insurance Solutions August 2010 - September 2011
Blue Ice Technologies February 2009 - July 2010
Dell, Inc. January 2007 - December 2008
Apple, Inc. April 2005 - October 2006
Sunset Direct May 1999 - February 2002
Skills
New Business Development, Strategic Planning, Account Management, Consultative Selling, Channel, Selling, Management, Investments, Marketing, Sales, CRM, Strategy, Solution Selling, Lead Generation, Training, Sales Operations, Marketing Strategy, Contract Negotiation, Risk Management, Banking, Insurance, Analysis, Customer Satisfaction, Finance, Start-ups, Cloud Computing, Portfolio Management, Business Development, Enterprise Software, Leadership, Sales Process, Sales Management, SaaS, Forecasting, Professional Services, Channel Partners, Team Building, Consulting, E-commerce, Managed Services, Telecommunications, P&L Management, Strategic Partnerships, Competitive Analysis, Salesforce.com, Executive Management, Direct Sales, Business Strategy, Cross-functional Team..., Disaster Recovery
Education
The University of Texas at Austin 1991 — 1996
Bachelor of Arts, Political Science / Finance
U.S. Army Public Affairs Officers 2003 — 2003
Army Officers Basic Course (91B) - APG 1996 — 1996
Maintenance Project Manager
Stonecreek Financial Solutions February 2014 - Present
Wells Fargo Advisors June 2011 - February 2014
Overland Park Racquet Club October 2007 - May 2011
Skills
Retirement Planning, Series 7, Investments, Finance, Securities, Mutual Funds, 401k Rollovers, Asset Allocation, Financial Advisory, Life & Health Insurance..., ETFs, Asset Management, Investment Advisory, Strategic Financial..., Series 66
Education
The University of Texas at Austin 2000 — 2004
Sport Management & Business Administration
PwC July 2015 - Present
PwC July 2013 - June 2015
PwC September 2011 - June 2013
Wells Fargo Advisors September 2009 - December 2009
Merrill Lynch June 2008 - August 2008
Skills
Mergers & Acquisitions, Corporate Finance, Valuation, Private Equity, Investment Banking, Capital Markets, Accounting, Financial Accounting, Divestitures, Financial Modeling, Financial Analysis, Financial Reporting, CPA, US GAAP, Business Valuation, SEC filings, Due Diligence, Sarbanes-Oxley Act, Intangible Assets, Finance, SEC Filings
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2011
Master in Professional Accounting
Vanderbilt University 2006 — 2010
B.S., Economics and Human and Organizational Development
New York University - Leonard N. Stern School of Business 2009 — 2009
Stern Advantage Program
Wells Fargo Advisors July 2015 - Present
Edward Jones July 2010 - July 2015
Skills
Financial Advisory, Investment Strategies, Finance, Retirement Planning, Fixed Annuities, Bonds, Asset Allocation, Mutual Funds, Investment Advisory, Retirement
Education
The University of Texas 2004 — 2008
Bachelor of Arts, Economics
The University of Texas at Austin 2004 — 2008
B.A., Economics
Wells Fargo Advisors August 2010 - Present
Advantage Capital Partners October 2008 - March 2010
Public Strategies, Inc. January 2003 - October 2008
Rowe Media Group January 2000 - January 2003
KTVI-TV January 1993 - January 2000
WHBQ-TV January 1987 - January 1993
WHBQ Talk Radio January 1983 - January 1987
Skills
Media Relations, Strategic Communications, Press Releases, Public Relations, Corporate Communications, Strategy, Event Management, Leadership, Publicity
Education
The University of Memphis
Bachelor of Arts (B.A.), Film and Communications
Southwest Missouri State University - Art
Wells Fargo Advisors May 1990 - Present
Skills
Retirement Planning, Asset Allocation, Investment Strategies
Education
The University of Texas at El Paso 1971 — 1974
Bachelor of Arts (BA), Philosophy
ADP February 2007 - Present
Wells Fargo Advisors July 2003 - February 2007
DATAMARK, Inc. April 2001 - July 2003
Skills
Change Management, PMP, Software Project..., SDLC, Project Management, Business Analysis, Vendor Management, Project Portfolio..., Outsourcing, Business Process, PMO, Business Process..., Leadership, Management, Software Documentation, Customer Service, Sales
Education
The University of Texas at El Paso 1994 — 1999
1999, BBA and Production Operations Management
Boeing May 2012 - Present
Wells Fargo Advisors January 2008 - June 2012
Thrivent Financial December 2006 - January 2008
Alexandria Aviation, Inc May 2005 - December 2006
Minnesota Army National Guard September 2000 - September 2006
Skills
Mutual Funds, Investments, Series 7, Annuities, Aviation, Team Leadership, Options, Fixed Income, Stock Trading, Microsoft Office, Training & Development, Fixed Annuities, Employee Training, Financial Analysis, Financial Services, Finance, Financial Risk
Education
The University of North Dakota 2000 — 2003
Bachelor of Business Administration, Aviation Management
Avondale Partners March 2015 - Present
Reinsurance Group of America, Incorporated September 2014 - December 2014
Wells Fargo Advisors July 2014 - August 2014
City of Clayton June 2014 - August 2014
Diamond Trust Bank Kenya Ltd August 2012 - June 2013
Skills
Matlab, Data Analysis, Microsoft Office, Finite Element Analysis, Microsoft Word, Financial Modeling, Solidworks, PowerPoint, Microsoft Excel, C++, Teamwork, Access, CAD, Valuation, Risk Management, ANSYS, Java, Quantitative Finance, Fluent, Visual Basic, Quantitative Risk..., R, VBA, FactSet, Bloomberg
Education
Washington University in St. Louis - Olin Business School 2013 — 2015
Master's of Science in Finance, Quantitative Finance
The University of Sheffield 2008 — 2012
Master of Engineering (MEng), Aerospace, Aeronautical and Astronautical Engineering, 1st Class Honours
Brookhouse International School 2001 — 2008
U.S. Capital Advisors LLC February 2014 - July 2014
NFP Securities November 2010 - August 2012
Wells Fargo Advisors June 2004 - September 2010
AG Edwards January 2004 - May 2004
Skills
Series 7, series 66, Securities, Mutual Funds, FINRA, Retirement, Trading, Equities, Investments, Financial Services, Alternative Investments, Portfolio Management
Education
The University of New Mexico - Robert O. Anderson School of Management 1999 — 2004
BBA, Finance
Flight Wealth Management November 2013 - Present
Wells Fargo Advisors May 2011 - November 2013
Edward Jones February 2009 - May 2011
AXA Advisors September 2006 - February 2009
San Diego Riptide Football February 2004 - October 2004
IP Worldwide May 2003 - September 2003
Skills
Executive Management, Contract Negotiation, Contract Management, Sales Management, Proposal Creation, Public Relations, Legal Research, Legal Writing, Public Speaking, Team Building, Media Liason, Marketing Strategy, Logistical Coordination, Professional Networking, Social Networking, Microsoft Office
Education
Thomas Jefferson School of Law 2001 — 2004
Juris Doctorate, Sports/Entertainment, Technology and Communications Law
University of North Carolina at Chapel Hill 1997 — 2001
Bachelor of Arts, Psychology
Wells Fargo Advisors, LLC January 2014 - April 2015
Wells Fargo Advisors June 2012 - December 2013
Wells Fargo Advisors May 2007 - May 2012
Independent Broker Dealer July 2004 - April 2007
Prudential Securites, Inc May 1997 - June 2004
Skills
Financial Advisory, Asset Managment, Equities, Retirement, Fixed Annuities, 401k, Series 65, Credit, Banking, Financial Analysis, Relationship Management, Strategic Planning, Asset Allocation, Business Succession..., Concentrated Stock..., Deferred Compensation, Estate Investment..., Financial Reporting, Fixed Income Strategies, Investment Planning, Multi-Generational..., Retirement Planning, Retirement Plan..., Risk Management, Securities, Stock Market Analysis, Wealth Preservation..., Business Owner Planning, Investments, Alternative Investments, Asset Management, Succession Planning, Wealth Management..., Series 7, Commercial Lending, Credit Analysis, Investment Strategies, Wealth Management
Education
University of Kansas 1972 — 1976
BS, Business Administration and Economics
Benjamin F. Edwards & Co. February 2013 - Present
Wells Fargo Advisors January 2011 - January 2013
3M (ESPE) February 2005 - November 2009
Managed Systems January 2004 - February 2005
Skills
Strategic Financial..., Investments, Sales, Strategy, Insurance, Customer Service, Marketing, Start-ups, Business Development, Account Management, Project Planning, Finance, Leadership, Sales Management, New Business Development, series 66, Series 7
Education
University of Kansas
Bachelor of Science (B.S.)
Wells Fargo Advisors September 2014 - Present
Washington University in St. Louis September 2012 - December 2014
Integrity Investors, L.L.C. May 2012 - September 2014
Integrity Investors, L.L.C. January 2011 - May 2012
Integrity Investors, L.L.C. January 2007 - January 2011
U.S. Navy January 2001 - January 2007
Skills
Operations Management, Project Management, Leadership, Navy, Process Improvement, Security Clearance, Military, Entrepreneurship, Business Strategy, Data Analysis, Analysis, Management, Financial Analysis, CRM, Strategy
Education
Washington University in St. Louis - Olin Business School 2010 — 2012
Master of Business Administration (M.B.A.)
Thomas Edison State College 2005 — 2009
BS, Nuclear Engineering Technology
Fidelity Investments June 2015 - Present
Agrium Advanced Technologies, Inc. June 2012 - July 2014
Wells Fargo Advisors October 2011 - June 2012
JPMorgan Chase April 2011 - October 2011
Edward Jones September 2008 - October 2010
Teach for America June 2006 - September 2008
Skills
Leadership, Finance, Management, Microsoft Office, Accounting, Project Management, Marketing Strategy, Project Planning, Microsoft Excel, Business Strategy, Budgets, Forecasting, PowerPoint, Business Analysis, Business Planning, Marketing Management, Event Planning
Education
The University of Texas School of Law 2014 — 2017
Doctor of Law (J.D.)
University of Arizona 2008 — 2010
Masters of Business Administration (MBA)
University of Missouri-Columbia 2002 — 2006
BS in Business Administration, Marketing
Wells Fargo Advisors, LLC February 2007 - August 2015
Scottrade December 2010 - April 2011
Wells Fargo Advisors April 2008 - December 2010
Wells Fargo January 2007 - April 2008
Skills
Financial Advisory, Investments, Mutual Funds, 401k Rollovers, Retirement Planning, IRAs, Roth IRA, IRA Rollovers, Estate Planning, Insurance, Variable Annuities, Indexed Annuities, Investment Management, Government Bonds, Bonds, Stock Market, Finance, Investment Strategies, Retirement
Education
The University of New Mexico 2003 — 2007
Accounting and Finance
Los Lunas High School 1999 — 2002
High School
Wells Fargo Advisors January 2013 - Present
Skills
Personal Banking, Mortgage Servicing, Assisting First Time..., ADP Payroll, Loss Prevention, Risk Management, Managing Associates, Customer Service..., Collections
Education
University of North Carolina at Chapel Hill 2002 — 2004
Microbiology and Immunology
University of Southern Mississippi 1998 — 2001
Bachelor of Science (BSc), Chemistry
Financial Consulting / Technical Training / PMP Prep / Seeking New Opportunity (Travel Anywhere) April 2013 - Present
Wells Fargo Advisors November 2012 - March 2013
Coahoma Community College March 2012 - November 2012
NOVA Engineering and Environmental, LLC January 2010 - April 2010
Travelport - Huron Consulting Group September 2008 - April 2009
Delphi - Huron Consulting Group January 2007 - April 2008
HealthSouth - Callaway Partners, LLC June 2004 - December 2006
CipherTrust - Ironmail / Wireless Communication & Technology December 2003 - May 2004
CARE August 2000 - September 2003
Skills
Accounting, Financial Reporting, Process Improvement, Budgets, Forecasting, Analysis, Payroll, PeopleSoft, Business Process..., Project Management, Microsoft Excel, Business Analysis, Visio, Microsoft Word, Revenue Recognition, Property Accounting, Sales & Use Tax, Statistics, Data Analysis, Access Database, SQL, InfoPath Forms, SharePoint, Microsoft Publisher, Human Resources, Employee Benefits, ADP Payroll, ADP ezLaborManager, Jenzabar, Accufund, Hyperion Enterprise, Oracle, Deltek, Peachtree, VBA Excel
Education
University of Phoenix, Sandy Springs 2008 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
University of Southern Mississippi 1996 — 1999
Bachelor of Applied Science (BASc), Accounting
Waters Management Group
Project Management
Wells Fargo Advisors August 2012 - Present
Morgan Stanley Smith Barney February 2004 - November 2012
UBS Wealth Management August 2001 - February 2004
Education
The University of Memphis 1990 — 1992
MS
University of Mississippi 1979 — 1983
BBA, Managerial Finance and Economics
University of Mississippi - School of Business Administration 1979 — 1983
BBA, Managerial Finance and Economics
Wells Fargo Advisors March 2011 - Present
Education
The University of Texas at Arlington 1993 — 1997
Wells Fargo Advisors January 2010 - Present
Monsanto August 2001 - June 2009
Sykes 2001 - 2002
Stone Carlie Consulting 1998 - 2001
Skills
Business Analysis, PL/SQL and SQL, Data Marts -..., SDLC, Requirements Analysis, SQL, Visio, Requirements Gathering, Oracle, PL/SQL, Unix
Education
Burges High School, El Paso, TX
The University of Texas at El Paso
Bachelor of Science
Wells Fargo Advisors June 2007 - Present
Wells Fargo 2004 - Present
Wachovia Securities January 2006 - August 2008
A.G. Edwards & Sons, Inc. July 2005 - February 2006
Skills
Disaster Recovery, Active Directory, Vendor Management, VMware, ITIL, Virtualization, System Administration, Integration, Windows 7, Project Management, IT Service Management, Information Technology, IT Operations, BMC Remedy, VMware ESX, Business Analysis, Citrix, Data Center, Enterprise Software, IT Management, Process Improvement, SDLC, SharePoint, Software Documentation, Technical Support, Visio, Windows Server
Education
The University of Memphis
Freddie Mac August 2006 - Present
Wells Fargo Advisors September 2005 - June 2006
Legg Mason January 2003 - September 2005
T. Rowe Price April 2000 - January 2003
Skills
Capital Markets, Trading, Investments, Securities
Education
Towson University
B.S, Computer Information Systems
Wells Fargo - Wealth, Brokerage & Retirement - Shares Services September 2014 - Present
Wells Fargo - Enterprise Risk Capital Planning and Analytics Team January 2011 - September 2014
Wells Fargo Advisors August 2009 - January 2011
Wells Fargo Institutional Brokerage & Sales August 2006 - August 2009
Piper Jaffray 1999 - 2006
USBancorp Investments 1997 - 1999
Schwab Institutional 1995 - 1997
Skills
Operational Risk, Risk Management, Financial Services, Financial Risk, Enterprise Risk..., Leadership, Securities, Vendor Management, Capital Markets, Operational Risk..., Banking
Education
PRAHS
The University of North Dakota
Wellbridge November 2013 - Present
Wells Fargo Advisors May 2012 - November 2012
Commerce Bank July 2008 - April 2012
Merrill Lynch April 2006 - April 2007
Commerce Bank January 1999 - April 2006
Skills
Consumer Lending, Commercial Banking, Lines Of Credit, Banking, Customer Service, Loans, Microsoft Excel, Small Business Lending
Education
University of Kansas 1986 — 1988
Wells Fargo Advisors May 2010 - Present
Edward Jones Mortgage/Wells Fargo September 2002 - May 2010
Marketing Communications Copywriter September 1999 - September 2002
Grand Forks Herald November 1998 - September 1999
Walsh County Record April 1997 - November 1998
Foster County Independent June 1994 - April 1997
Skills
Mortgage Lending, Mortgage Banking, Loans, Credit, Editing, Copy Editing, Marketing Communications, Sales, Press Releases, Newsletters
Education
The University of North Dakota 1990 — 1994
BA, Journalism
The University of North Dakota 1990 — 1994
B.A, Journalism
Wells Fargo Advisors April 2015 - Present
Wells Fargo September 1997 - March 2015
Skills
Strategic Planning, Retirement Planning, Asset Allocation, Wealth Management, Investments, Succession Planning, Multi-generational..., Wealth Preservation..., Relationship Management, Securities, Investment Strategies, Concentrated Stock..., Financial Advisory, Retirement, Credit, Wealth, Special Situations..., Passion for Helping...
Education
The University of North Dakota 1985 — 1990
BA, Marketing
Wells Fargo Advisors February 2014 - Present
Edward Jones May 2009 - February 2014
FundCorp, Inc April 2008 - May 2009
Buffington Capital Holdings July 2007 - May 2008
Skills
Financial Analysis, Financial Modeling, Finance, Investment Strategies
Education
The University of Texas at Arlington
BA Business Administration, Finance
Toby West Antiques Major Gift OfficerHighlands-Cashiers Hospital2014 - 2015
Wells Fargo Advisors April 2009 - June 2011
Education
The University of Texas at Austin
Social Work
Marconi Wealth Consulting April 2013 - Present
Wells Fargo Advisors, LLC January 2011 - March 2013
Argent Financial Group January 2011 - January 2012
Wells Fargo Advisors August 2002 - January 2011
Skills
Wealth Management, Retirement Planning, Financial Services, Asset Allocation, Business-owner Planning, 401(k) Rollovers, Concentrated Stock..., Estate Investment..., Financial Advisory, Financial Reporting, Multi-generational..., Risk Management, Advisory Products, Stock Analysis, Wealth-preservation..., Stocks, Insurance, Mutual Funds, Bonds
Education
The University of Memphis 1990 — 1992
Master of Business Administration (M.B.A.), Business Administration and Management, General
The University of Memphis 1984 — 1987
BSME, Mechanical Engineering
Wells Fargo Advisors February 2012 - Present
Morgan Stanley Smith Barney April 2010 - January 2012
Towson University College of Business and Economics (Dean's Office) September 2008 - December 2009
Morgan Stanley June 2007 - August 2007
Skills
Microsoft Office, Research, Trading, Series 7, Finance, Microsoft Word, PowerPoint, Microsoft Excel, Series 63, Series 65
Education
University of Baltimore/Towson University 2008 — 2009
Master of Business Administration, Finance
Towson University 2004 — 2008
B.S., Business Administration (Finance)
D.A. Davidson Companies July 2014 - Present
Wells Fargo Advisors January 2013 - July 2014
Townsquare Media April 2012 - October 2012
Sharkey Insurance Center May 2011 - April 2012
Education
The University of Montana - School of Business Administration 2007 — 2011
BS Business Administration, Finance
Wells Fargo Advisors October 2008 - Present
Wells Fargo Advisors August 2008 - Present
Woodforest National Bank January 2006 - January 2009
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Teamwork, PowerPoint, English, Aviation, Research, Team Leadership, Matlab, Photoshop, Social Media, Public Speaking, Aircraft, Windows, C++, Java, Leadership, HTML
Education
The University of Texas at Arlington 2005 — 2009
Liberal Arts and Sciences/Liberal Studies
KMS Financial Services, Inc. July 2015 - Present
KMS Financial Services, Inc. November 2011 - July 2015
KMS Financial Services, Inc. August 2010 - November 2011
KMS Financial Services, Inc. March 2009 - August 2010
Wells Fargo Advisors February 2009 - March 2009
Citco Global Services December 2007 - January 2009
Wachovia, A Wells Fargo Company November 2006 - November 2007
Wachovia, A Wells Fargo Company June 2006 - November 2006
Wachovia, A Wells Fargo Company March 2005 - June 2006
Wachovia, A Wells Fargo Company December 2004 - March 2005
Skills
Series 24, Hedge Funds, Series 7, Financial Services, Retirement, Customer Service, Microsoft Excel, PowerPoint, Series 66, AIF, Access, Variable Annuities, ERISA, WA insurance license, Brainshark
Education
University of Phoenix 2002 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
The University of New Mexico 1991 — 1993
Biology/Biological Sciences, General
La Cueva
LPL Financial October 2012 - Present
BBVA Compass August 2010 - October 2012
Wells Fargo Advisors May 2006 - August 2010
Citibank 2001 - 2006
Skills
Series 7, Series 63, Series 24, Series 65, Series 9, Series 10, Series 53, Series 31, FINRA, Wealth Management, Mutual Funds, Securities, Asset Allocation, AML, Financial Services, Financial Advisory, Retirement Planning, Strategic Financial..., Investments, Risk Management, Alternative Investments, Asset Management, Uniform Combined State..., Equities, Capital Markets, KYC, Portfolio Management, Investment Advisory, Banking, Relationship Management, Financial Planning
Education
The University of Texas at Austin 1990 — 1995
Wells Fargo Advisors September 2001 - Present
Skills
XP, Windows 7, Windows Server, Vendor Management, Disaster Recovery, Technical Support, SQL Server Management..., VMware Workstation, ACT!, Sales Logix, Gorilla, Windows 8, Microsoft SQL Server..., Microsoft SQL Server..., Project Management
Education
Thomas Edison State College 1994 — 1998
Bachelor's degree, Natural Sciences
Wells Fargo Advisors January 2010 - Present
Education
Towson University 2007 — 2010
BS, Business Management
Wells Fargo Advisors
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Mutual Funds, Portfolio Management, Series 63, Asset Allocation, Retirement, Strategic Financial..., Investment Advisory, Securities, Asset Management, Mortgage Lending, Estate Planning
Education
The University of New Mexico
University of New Mexico
BA/Educ
Wells Fargo Advisors June 1992 - Present
Education
The University of Texas at Austin 1980 — 1985
Ph. D., Economics
Wells Fargo Advisors December 2008 - February 2011
Scottrade, Inc. March 1998 - February 2008
Edward Jones January 1992 - January 1998
Skills
Product Management, Project Management, Training and Development, Strategic Planning, Vendor Relationships, Management and..., Analysis
Education
University of Southern Mississippi 1984 — 1990
M.B.A., B.S.B.A, Business Management
Wells Fargo Advisors September 2014 - Present
Education
The University of Texas at Austin 1998 — 2001
Political Science and Government
Brazos High School 1993 — 1997
Honors Graduate
Wells Fargo Advisors September 2011 - Present
GIS September 2009 - September 2010
Deloitte February 2006 - August 2010
Dress Barn September 2005 - February 2006
Qwest September 2003 - February 2004
Additional Experience February 2002 - August 2003
Skills
ASP.NET, VB.NET, C#, TFS, Tortoise SVN, Oracle, SQL Server, Lambda Expressions, LINQ, Model View Presenter..., WCF, VSS, Visual Basic, ASP, Bobby, .net frametwork..., Golden Benthic, Infragistics, TOAD, Clarify, Enterprise Architecture, Scrum, Agile, SSRS, Crystal Reports, Microsoft SQL Server, .NET, Agile Methodologies, Toad, Databases, SOA, SOAP, PL/SQL, UML, Design Patterns
Education
Thiagarajar College of Engineering 1995 — 1999
Engineer’s Degree, Electornics and Communication
Bleakley Financial Group January 2014 - Present
Bleakley Financial Group December 2011 - Present
Wells Fargo Advisors April 2006 - April 2012
Caldwell College August 1999 - April 2006
Education
The University of Texas at Austin 1994 — 1998
BA, Mathematics
Wells Fargo Advisors 2000 - Present
Skills
Retirement Planning, Wealth Management, Mutual Funds, Investments, Investment Advisory, Series 63, Retirement, Strategic Financial..., Asset Allocation, Portfolio Management, Securities, Financial Advisory, Uniform Combined State..., Investment Strategies
Education
The University of New Mexico
Bachelor of Arts (B.A.), Education and Business
Wells Fargo Advisors August 2014 - Present
Wells Fargo Advisors December 2012 - August 2014
Arthur & Associates October 2011 - December 2012
Enterprise Bank & Trust April 2007 - October 2011
A.G. Edwards Trust Company FSB January 2001 - April 2007
Arthur & Associates April 1992 - January 2001
Reed, Armstrong, Gorman, et.al. November 1990 - April 1992
Deloitte (f/k/a Deloitte & Touche / Deloitte, Haskins & Sells) July 1988 - November 1990
Skills
Asset Managment, Retirement Planning, Investments, Strategic Financial..., Portfolio Management, Investment Advisory, Banking, Due Diligence, Asset Allocation, Risk Management, Succession Planning, Securities, Financial Analysis, Loans, Financial Planners, Asset Protection, Mergers, Trust Services, Mutual Funds, Legal Service, Inheritance Tax Planning, Estate Tax Planning, Personal Tax Planning, Business Tax Planning, Trust Management, Charitable Trusts, Corporate Trust, Unit Trusts, Trusts, Wealth Management..., High Net Worth..., Retirement, Personal Financial..., 401k, Wealth, Estate Administration, Tax Law, Wills, Fiduciary, Series 7, Retirement Plan..., Equities, Asset Management, Financial Planning
Education
Washington University - St. Louis, Missouri 1985 — 1988
Doctor of Law (JD)
University of Kansas 1981 — 1985
Bachelor of Science (BS), Accounting
University of Kansas 1981 — 1985
Bachelor of Science (BS), Business Administration and Management, General
Wells Fargo Advisors Senior Registered Client AssociateLegg MasonSeptember 2000 - February 2009
Education
Towson University
Bachelor of Science, Finance
Wells Fargo Advisors January 2015 - Present
Liberty Tax Service October 2012 - April 2014
Gillman Services, Inc August 2012 - January 2013
Virginia Tech Police Department September 2011 - August 2012
Old Dominion University June 2005 - September 2009
Forensic Nurse Technicians of Tidewater October 2005 - July 2007
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Leadership, Data Analysis, Event Planning, Process Scheduler, Teaching, Fitness, Cash Management, Risk Management, Payroll, Data Entry, Management, Human Resources, Time Management, Research
Education
University of Florida 2013 — 2018
Master of Science (M.S.), Forensic Science and Technology
Virginia Polytechnic Institute and State University 2009 — 2012
Bachelor of Science (B.S.), Sociology
Tidewater Community College 2007 — 2009
Associate of Science (A.S.), Science
Citi August 2014 - Present
CGI June 2014 - August 2014
MedeAnalytics Inc January 2014 - June 2014
Wells Fargo Advisors March 2013 - January 2014
Education
The University of Texas at Dallas 2009 — 2014
Bachelor of Science (B.S.), Management Information Systems
Groschup Martin Wealth Management Group, LLC 2010 - Present
Wells Fargo Advisors 2008 - 2010
Merrill Lynch 2003 - 2008
Merrill Lynch 2001 - 2003
Skills
Investment Advisory, Series 7, Investment Management, Investment Strategies, Alternative Investments, Portfolio Management, Fixed Income, Investments, Risk Analytics, Portfolio Optimization, Asset Management, Risk Management, Series 66, Retirement Planning, Retirement Plan..., Qualified Retirement..., Wealth Management, Strategic Financial..., Securities, Financial Services, High Net Worth..., Finance, Management, Mutual Funds, Asset Allocation, Retirement, 401k, Equities, Financial Advisory, Financial Analysis
Education
The University of Texas at Austin 1986 — 1990
Bachelor of Arts (B.A.)
BBVA Compass May 2014 - Present
Wells Fargo Advisors 2010 - 2014
Merrill Lynch October 2006 - October 2010
Skills
Banking, Finance, Financial Services, Investments, Microsoft Office, Mutual Funds, Portfolio Management, Sales, Sales Management, Customer Service
Education
The University of Texas at San Antonio 1999 — 2003
Bachelor's Degree, Business Administration and Management, General
Mcallen highs hoop
Mcallen highs hoop
New Mexico Finance Authority November 2010 - Present
New Mexico Department of Transportation August 2009 - November 2010
Wells Fargo Advisors February 2006 - July 2009
Lewis & Roca LLP June 2003 - December 2005
Sutin, Thayer & Browne January 2001 - May 2003
Anaheim Sports, In. May 2000 - August 2000
Los Angeles Dodgers June 1987 - April 1993
Steinberg & Moorad 1987 - 1993
Steinberg & Moorad 1987 - 1993
Steinberg & Moorad 1987 - 1993
Education
The University of New Mexico School of Law 1998 — 2001
Doctor of Law (JD)