Wells Fargo Advisors

Industry: Subsidiary

Description

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

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

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7,010 Wells Fargo Advisors employees in database. Find out everything there's to know about Wells Fargo Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Wells Fargo Advisors Employees

Employee
Years
Job
Industry
Paul Wobbe, CFP® Paul Wobbe, CFP® Houston, Texas Details
Paul Wobbe, CFP®'s Wells Fargo Advisors Experience 2004 - 2009
Job Investment Advisor for Retirement & Investment Portfolios
Industry Financial Services
Experience
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

Jason Stallmann Jason Stallmann Greater Chicago Area Details
Jason Stallmann's Wells Fargo Advisors Experience October 2006 - Present
Job Financial Advisor, Senior Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   October 2006 - Present

Education
The University of Kansas   1988 — 1992
Bachelor of Business Administration (B.B.A.), Economics

Dianne Cook Dianne Cook Greater St. Louis Area Details
Dianne Cook's Wells Fargo Advisors Experience October 1990 - Present
Job Retired AVP Marketing Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
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

Tony Latino Tony Latino Austin, Texas Details
Tony Latino's Wells Fargo Advisors Experience June 2010 - December 2011
Job Realtor at JBGoodwin REALTORS
Industry Real Estate
Experience
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

Kim Radford Kim Radford Greater Atlanta Area Details
Kim Radford's Wells Fargo Advisors Experience June 2011 - June 2014
Job Partner LEAP Leadership
Industry Professional Training & Coaching
Experience
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

Jocelyn Cates, CRPC Jocelyn Cates, CRPC San Antonio, Texas Details
Jocelyn Cates, CRPC's Wells Fargo Advisors Experience April 2006 - September 2007
Job Vice President of Business Development/Financial Advisor
Industry Financial Services
Experience
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

Al Sadanaga Al Sadanaga Santa Barbara, California Area Details
Al Sadanaga's Wells Fargo Advisors Experience January 2013 - January 2015
Job Financial Advisor
Industry Financial Services
Experience
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

Marc Priebe Marc Priebe Portland, Oregon Area Details
Marc Priebe's Wells Fargo Advisors Experience August 2011 - July 2014
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Jessica (Jessica Zimmerman) Sanfelippo, AIF® Jessica (Jessica Zimmerman) Sanfelippo, AIF® San Diego, California Details
Jessica (Jessica Zimmerman) Sanfelippo, AIF®'s Wells Fargo Advisors Experience 2004 - 2005
Job Marketing Professional Executing Strategic Initiatives That Get Results
Industry Marketing and Advertising
Experience
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

Laura Anderson Frazier Laura Anderson Frazier Austin, Texas Area Details
Laura Anderson Frazier's Wells Fargo Advisors Experience 2001 - 2011
Job CEO/Owner
Industry Investment Management
Experience
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

Steven Matuszewski Steven Matuszewski Muncy, Pennsylvania Details
Steven Matuszewski's Wells Fargo Advisors Experience May 2007 - June 2010
Job Equity Member at Visionary Holdings, LLC
Industry Real Estate
Experience
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

Ruth Johnston Ruth Johnston El Paso, Texas Details
Ruth Johnston's Wells Fargo Advisors Experience February 2008 - August 2009
Job Coordinator at Texas Tech University Health Sciences Center
Industry Higher Education
Experience
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

James Heeney James Heeney Overland Park, Kansas Details
James Heeney's Wells Fargo Advisors Experience May 1999 - May 2014
Job Wealth Manager at Pegasus Capital Management
Industry Financial Services
Experience
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

Chelsea Kinstler Chelsea Kinstler Plainview, New York Details
Chelsea Kinstler's Wells Fargo Advisors Experience May 2012 - August 2012
Job Health Promotion Intern at SUNY New Paltz Athletic and Wellness Center
Industry
Experience
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

Charles Guerra Charles Guerra San Antonio, Texas Details
Charles Guerra's Wells Fargo Advisors Experience May 2000 - Present
Job Associate Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

James A. Straut James A. Straut Columbia, Maryland Details
James A. Straut's Wells Fargo Advisors Experience September 2005 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

John H. Moore III John H. Moore III Greater Atlanta Area Details
John H. Moore III's Wells Fargo Advisors Experience November 2014 - Present
Job VIce President of Investments
Industry Financial Services
Experience
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

Keith George Keith George Greater St. Louis Area Details
Keith George's Wells Fargo Advisors Experience 2010 - November 2013
Job Senior Vice President Brokerage Strategy and Product at Scottrade
Industry Financial Services
Experience
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

Gene M. Diederich, CPA, CFP® Gene M. Diederich, CPA, CFP® Greater St. Louis Area Details
Gene M. Diederich, CPA, CFP®'s Wells Fargo Advisors Experience October 2007 - March 2009
Job Principal on the Diederich Poling Team
Industry Financial Services
Experience
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

Gwen Henson, CFP® Gwen Henson, CFP® Austin, Texas Details
Gwen Henson, CFP®'s Wells Fargo Advisors Experience April 2007 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Eric Wagner Eric Wagner Miami/Fort Lauderdale Area Details
Eric Wagner's Wells Fargo Advisors Experience October 2007 - November 2010
Job Poet, Philosopher, Sage; Expert Writer for This Age.
Industry Financial Services
Experience
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

David Gurievsky David Gurievsky Tampa, Florida Details
David Gurievsky's Wells Fargo Advisors Experience January 2001 - May 2009
Job Independent Financial Advisor at Wunderlich Securities
Industry Financial Services
Experience
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

Grace Givens Grace Givens Memphis, Tennessee Details
Grace Givens's Wells Fargo Advisors Experience March 2010 - October 2010
Job Account Executive at FedEx Services
Industry Transportation/Trucking/Railroad
Experience
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

Brian Moody Brian Moody Gulfport, Mississippi Details
Brian Moody'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
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

Chad Huson Chad Huson Greater Minneapolis-St. Paul Area Details
Chad Huson's Wells Fargo Advisors Experience December 2013 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Investment Management
Experience
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

Chris Blackham Chris Blackham Charlotte, North Carolina Details
Chris Blackham's Wells Fargo Advisors Experience April 2015 - Present
Job Financial Services Professional
Industry Financial Services
Experience
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

Jamie Botts Jamie Botts Overland Park, Kansas Details
Jamie Botts's Wells Fargo Advisors Experience May 2006 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Andy Ladd, CFP® Andy Ladd, CFP® Dallas/Fort Worth Area Details
Andy Ladd, CFP®'s Wells Fargo Advisors Experience June 2003 - August 2014
Job Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
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

Betsy Lueg Betsy Lueg Greater St. Louis Area Details
Betsy Lueg's Wells Fargo Advisors Experience January 2009 - Present
Job First Vice President, EBusiness Manager at Wells Fargo Advisors
Industry Financial Services
Experience
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

Mike Hunstiger Mike Hunstiger Burnsville, Minnesota Details
Mike Hunstiger's Wells Fargo Advisors Experience 2011 - 2014
Job Account Manager at Coordinated Business Systems
Industry Business Supplies and Equipment
Experience
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

Gina Westmoreland /RKW Consulting Gina Westmoreland /RKW Consulting Virginia Beach, Virginia Details
Gina Westmoreland /RKW Consulting's Wells Fargo Advisors Experience October 2010 - February 2011
Job Owner RKW Consulting/System Implementation Trainer
Industry Professional Training & Coaching
Experience
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

David G Shaw David G Shaw Morrisville, Pennsylvania Details
David G Shaw's Wells Fargo Advisors Experience March 2003 - May 2012
Job Financial Advisor at LPL Financial
Industry Financial Services
Experience
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

Derrick Dees Derrick Dees Angleton, Texas Details
Derrick Dees's Wells Fargo Advisors Experience October 2007 - June 2012
Job Financial Advisor at Raymond James Financial Services Inc.
Industry Financial Services
Experience
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

Anthony Huerta Anthony Huerta San Antonio, Texas Details
Anthony Huerta's Wells Fargo Advisors Experience November 2009 - March 2011
Job Real Estate Investment Professional
Industry Real Estate
Experience
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

Paul Simer Paul Simer Dallas, Texas Details
Paul Simer's Wells Fargo Advisors Experience January 2005 - September 2005
Job CEO at SIMER Consulting
Industry Accounting
Experience
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

Cohen, David Cohen, David Atlanta, Georgia Details
Cohen, David's Wells Fargo Advisors Experience May 2007 - May 2015
Job Senior Financial Advisor. BPC Wealth Managment at Wells Fargo Advisors Financial Network
Industry Financial Services
Experience
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

Mark Potter Mark Potter Greater St. Louis Area Details
Mark Potter's Wells Fargo Advisors Experience February 2014 - Present
Job Channel Manager | Vice President at Wells Fargo Advisors
Industry Financial Services
Experience
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

Jo Anne Glover Jo Anne Glover Chesapeake, Virginia Details
Jo Anne Glover's Wells Fargo Advisors Experience February 2013 - Present
Job Personal Banker at Wells Fargo Advisors
Industry Banking
Experience
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

Ashley Koon Ashley Koon Greater Memphis Area Details
Ashley Koon's Wells Fargo Advisors Experience April 2010 - September 2011
Job Producing Branch Manager at Supreme Lending
Industry Financial Services
Experience
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

David R Megarity, CFP® David R Megarity, CFP® Dallas/Fort Worth Area Details
David R Megarity, CFP®'s Wells Fargo Advisors Experience June 2009 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   June 2009 - Present
Merrill Lynch  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

Sam Brothwell Sam Brothwell Greater New York City Area Details
Sam Brothwell's Wells Fargo Advisors Experience April 2005 - April 2009
Job Senior Analyst at Energy Income Partners
Industry Financial Services
Experience
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

Robert Moreland Robert Moreland Annapolis, Maryland Details
Robert Moreland's Wells Fargo Advisors Experience May 2012 - Present
Job Financial Advisor, Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Stephen Gelina Stephen Gelina Greater San Diego Area Details
Stephen Gelina's Wells Fargo Advisors Experience April 2010 - February 2012
Job Regional Planning Consultant at Fidelity Investments
Industry Financial Services
Experience
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

Chad Holtz, CFP® Chad Holtz, CFP® Greater Minneapolis-St. Paul Area Details
Chad Holtz, CFP®'s Wells Fargo Advisors Experience June 2014 - Present
Job Vice President Financial Advisor
Industry Investment Management
Experience
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

Bob Johnson, CPA MBA Bob Johnson, CPA MBA Saint Louis, Missouri Details
Bob Johnson, CPA MBA's Wells Fargo Advisors Experience April 2013 - December 2013
Job Corporate Accounting Business Analyst (Contract) at CitiMortgage
Industry Accounting
Experience
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

Jeannine Tippins Jeannine Tippins Dallas, Texas Details
Jeannine Tippins's Wells Fargo Advisors Experience September 1992 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Walter D. Roberts Walter D. Roberts Greater Boston Area Details
Walter D. Roberts's Wells Fargo Advisors Experience September 2008 - Present
Job Senior Vice President Complex Manager. Southern New Hampshire Complex at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Nick Rossin Nick Rossin Lawrence, Kansas Area Details
Nick Rossin's Wells Fargo Advisors Experience November 2014 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Randy Ekenberg Randy Ekenberg Minneapolis, Minnesota Details
Randy Ekenberg's Wells Fargo Advisors Experience April 2010 - August 2012
Job Trading Services Rep at Wells Fargo Advisors
Industry Financial Services
Experience
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

Jason Kimball Jason Kimball East Lansing, Michigan Details
Jason Kimball's Wells Fargo Advisors Experience December 2012 - February 2014
Job Personal Account Representative at State Farm
Industry Financial Services
Experience
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

Randy Lyons Randy Lyons Springfield, Missouri Details
Randy Lyons's Wells Fargo Advisors Experience July 2008 - February 2012
Job Client AdvisorInvestment Specialist, VP at Arvest Asset Management
Industry Banking
Experience
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

Aaron Ellingsen Aaron Ellingsen Sioux Falls, South Dakota Details
Aaron Ellingsen's Wells Fargo Advisors Experience October 2007 - March 2012
Job Financial Advisor at UBS
Industry Financial Services
Experience
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

Randy Baird CLU, ChFC, CFP Randy Baird CLU, ChFC, CFP Austin, Texas Area Details
Randy Baird CLU, ChFC, CFP's Wells Fargo Advisors Experience July 2003 - Present
Job Senior Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Marc Kessler Marc Kessler Greater St. Louis Area Details
Marc Kessler's Wells Fargo Advisors Experience 2009 - 2011
Job Vice President & Manager at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
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

Frederick Hadlow Frederick Hadlow Greater Boston Area Details
Frederick Hadlow's Wells Fargo Advisors Experience November 2012 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Derek Su Derek Su Austin, Texas Details
Derek Su's Wells Fargo Advisors Experience 2010 - August 2014
Job Financial Advisor at U.S. Capital Advisors LLC
Industry Financial Services
Experience
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

Harrison Leet Harrison Leet Memphis, Tennessee Details
Harrison Leet's Wells Fargo Advisors Experience January 2009 - October 2009
Job Transportation Specialist at C.H. Robinson
Industry Logistics and Supply Chain
Experience
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

Rick Cassidy Rick Cassidy Tampa, Florida Details
Rick Cassidy's Wells Fargo Advisors Experience 2007 - 2011
Job High Net Worth Client Advisor, Vice President at SunTrust Private Wealth Management
Industry Financial Services
Experience
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

Stephen Patire Stephen Patire Paramus, New Jersey Details
Stephen Patire's Wells Fargo Advisors Experience August 2014 - Present
Job PCG Market Control Specialist at Wells Fargo Advisors ,LLC
Industry Financial Services
Experience
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

Jared Hatcher Jared Hatcher Spring Hill, Florida Details
Jared Hatcher's Wells Fargo Advisors Experience November 2007 - August 2008
Job Financial Services ProfessionalLooking for a New Career Opportunity
Industry Financial Services
Experience
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

Gary Strong Gary Strong San Francisco Bay Area Details
Gary Strong's Wells Fargo Advisors Experience May 2009 - October 2010
Job Mortgage Loan Officer at Bank of America
Industry Financial Services
Experience
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

Jared Semerad Jared Semerad Greater Minneapolis-St. Paul Area Details
Jared Semerad's Wells Fargo Advisors Experience October 2009 - May 2011
Job Recruiter / Consultant / Business Analyst at Financial Industry Technical Services Inc.
Industry Financial Services
Experience
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

Kelly Lockhart Kelly Lockhart Jackson, Wyoming Details
Kelly Lockhart's Wells Fargo Advisors Experience January 1981 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Joanne Esfahani Joanne Esfahani Dallas/Fort Worth Area Details
Joanne Esfahani's Wells Fargo Advisors Experience July 2015 - Present
Job Associate Manager at Wells Fargo Advisors
Industry Financial Services
Experience
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

Chad Hill Chad Hill Hattiesburg, Mississippi Area Details
Chad Hill's Wells Fargo Advisors Experience January 2008 - September 2010
Job Loan Officer
Industry Financial Services
Experience
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

Summer Stephens Summer Stephens Chattanooga, Tennessee Area Details
Summer Stephens's Wells Fargo Advisors Experience February 2009 - January 2013
Job Business Development Professional and CCO in the Financial Industry
Industry Financial Services
Experience
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

Regina McCann Hess Regina McCann Hess Wayne, Pennsylvania Details
Regina McCann Hess's Wells Fargo Advisors Experience August 2009 - July 2015
Job President at Forge Wealth Management, LLC
Industry Financial Services
Experience
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.)

Patrick Clegg, CFA Patrick Clegg, CFA Houston, Texas Details
Patrick Clegg, CFA's Wells Fargo Advisors Experience 2005 - 2013
Job Managing Director at Lookout Capital Management
Industry Financial Services
Experience
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

Jim Denholm Jim Denholm Austin, Texas Area Details
Jim Denholm's Wells Fargo Advisors Experience May 2005 - Present
Job Senior Financial Advisor, Senior Vice President Investments & PIM Portfolio Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Ashley Giles Ashley Giles Austin, Texas Details
Ashley Giles's Wells Fargo Advisors Experience September 2014 - January 2015
Job Financial Advisor
Industry Financial Services
Experience
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

Heather Kirchner Heather Kirchner Gulfport, Mississippi Details
Heather Kirchner's Wells Fargo Advisors Experience April 2014 - May 2015
Job Documentation Analyst
Industry Banking
Experience
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

Evan Beck Evan Beck New York, New York Details
Evan Beck's Wells Fargo Advisors Experience October 2014 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Susan Shimitz Susan Shimitz Minneapolis, Minnesota Details
Susan Shimitz's Wells Fargo Advisors Experience April 2004 - Present
Job Market Administrative ManagerVice President at Wells Fargo Advisors
Industry Financial Services
Experience
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

Roxanna Islam Roxanna Islam Dallas, Texas Details
Roxanna Islam's Wells Fargo Advisors Experience April 2013 - February 2015
Job Equity Research Associate at Stifel
Industry Financial Services
Experience
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

Christine Hedrick Christine Hedrick Dallas, Texas Details
Christine Hedrick's Wells Fargo Advisors Experience August 2010 - August 2013
Job Vice President/ Personal Investment Officer
Industry Investment Banking
Experience
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

John Bizjack John Bizjack Tulsa, Oklahoma Details
John Bizjack's Wells Fargo Advisors Experience 2010 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   2010 - Present

Skills
Tactical Asset..., IRAs

Education
University of Kansas

Leslie Ortego Leslie Ortego United States Details
Leslie Ortego's Wells Fargo Advisors Experience June 2011 - April 2013
Job Operations Manager at SchoolStatus
Industry Education Management
Experience
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

Greg Perrella, CFP, CLU, ChFC, CLTC Greg Perrella, CFP, CLU, ChFC, CLTC Delray Beach, Florida Details
Greg Perrella, CFP, CLU, ChFC, CLTC's Wells Fargo Advisors Experience March 2000 - August 2005
Job Regional Vice President: South Atlantic
Industry Insurance
Experience
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

Melissa (Malm) Yue Melissa (Malm) Yue Minneapolis, Minnesota Details
Melissa (Malm) Yue's Wells Fargo Advisors Experience December 2011 - April 2012
Job Staff Auditor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Scott Geller Scott Geller San Francisco Bay Area Details
Scott Geller's Wells Fargo Advisors Experience February 2010 - August 2013
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
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

Andrew Kelch, CFA, CFP® Andrew Kelch, CFA, CFP® San Antonio, Texas Details
Andrew Kelch, CFA, CFP®'s Wells Fargo Advisors Experience June 2005 - April 2011
Job Business Development Advisor at USAA Investment Management
Industry Investment Management
Experience
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

Daniel Heller, CPA Daniel Heller, CPA Greater Atlanta Area Details
Daniel Heller, CPA's Wells Fargo Advisors Experience February 2010 - January 2011
Job Assurance Experienced Associate Products & Services at PwC
Industry Accounting
Experience
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

Alicia Cronen Alicia Cronen Minneapolis, Minnesota Details
Alicia Cronen's Wells Fargo Advisors Experience July 2012 - November 2014
Job Institutional Retirement Trust Transition Consultant at Wells Fargo
Industry Investment Management
Experience
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

Eric Yu Chang Eric Yu Chang Houston, Texas Area Details
Eric Yu Chang's Wells Fargo Advisors Experience 2005 - 2005
Job Director of Finance at Bright Horizon Resources
Industry Venture Capital & Private Equity
Experience
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

J. Ryan Baggett J. Ryan Baggett Dallas/Fort Worth Area Details
J. Ryan Baggett's Wells Fargo Advisors Experience June 2012 - November 2012
Job Executive Director Business Development at Adept Solutions Inc
Industry Computer Software
Experience
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

Pete Stroer Pete Stroer Salina, Kansas Details
Pete Stroer's Wells Fargo Advisors Experience June 2011 - February 2014
Job Financial Advisor at Stonecreek Financial Solutions
Industry Financial Services
Experience
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

Kyle Cardone, CFA Kyle Cardone, CFA New York, New York Details
Kyle Cardone, CFA's Wells Fargo Advisors Experience September 2009 - December 2009
Job Deals Manager at PwC
Industry Accounting
Experience
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

Taylor Lipps Taylor Lipps Austin, Texas Area Details
Taylor Lipps's Wells Fargo Advisors Experience July 2015 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Rachelle Rowe Rachelle Rowe Greater St. Louis Area Details
Rachelle Rowe's Wells Fargo Advisors Experience August 2010 - Present
Job VP External Communications Wells Fargo Advisors
Industry Financial Services
Experience
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

Tim Kilpatrick Tim Kilpatrick El Paso, Texas Details
Tim Kilpatrick's Wells Fargo Advisors Experience May 1990 - Present
Job Financial Advisor at Wells Fargo Advisors,LLC.
Industry Financial Services
Experience
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

Christian Waldvogel Christian Waldvogel El Paso, Texas Area Details
Christian Waldvogel's Wells Fargo Advisors Experience July 2003 - February 2007
Job Project Manager / DSC Specialist Major Accounts
Industry Information Services
Experience
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

Noel Borden Noel Borden United States Details
Noel Borden's Wells Fargo Advisors Experience January 2008 - June 2012
Job Industrial Engineer Methods Process Analyst at Boeing
Industry Aviation & Aerospace
Experience
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

Afshin Sayani Afshin Sayani Saint Louis, Missouri Details
Afshin Sayani's Wells Fargo Advisors Experience July 2014 - August 2014
Job Equity Research Associate at Avondale Partners
Industry Higher Education
Experience
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

Samantha March Samantha March Austin, Texas Area Details
Samantha March's Wells Fargo Advisors Experience June 2004 - September 2010
Job registered financial associate
Industry Financial Services
Experience
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

Patrick J. Tuite, J.D. Patrick J. Tuite, J.D. Myrtle Beach, South Carolina Details
Patrick J. Tuite, J.D.'s Wells Fargo Advisors Experience May 2011 - November 2013
Job Founder/ Financial Advisor at Flight Wealth Management
Industry Financial Services
Experience
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

Steve Akers Steve Akers Kansas City, Missouri Area Details
Steve Akers's Wells Fargo Advisors Experience June 2012 - December 2013
Job On the beach......literally and figuratively
Industry Financial Services
Experience
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

Zach Dockman Zach Dockman Greater St. Louis Area Details
Zach Dockman's Wells Fargo Advisors Experience January 2011 - January 2013
Job Financial Consultant at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
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.)

Mark A. Minnella Mark A. Minnella Greater St. Louis Area Details
Mark A. Minnella's Wells Fargo Advisors Experience September 2014 - Present
Job Business Leader at Wells Fargo Advisors
Industry Financial Services
Experience
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

Nick McCoy Nick McCoy Austin, Texas Details
Nick McCoy's Wells Fargo Advisors Experience October 2011 - June 2012
Job Law Student
Industry Law Practice
Experience
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

James Armer James Armer Albuquerque, New Mexico Details
James Armer's Wells Fargo Advisors Experience April 2008 - December 2010
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Patricia Ekwe Patricia Ekwe Newark, Delaware Details
Patricia Ekwe's Wells Fargo Advisors Experience January 2013 - Present
Job Personal Banker at Wells Fargo Advisors
Industry Banking
Experience
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

Toni Shaw, MBA Toni Shaw, MBA Greater Atlanta Area Details
Toni Shaw, MBA's Wells Fargo Advisors Experience November 2012 - March 2013
Job Project Accountant/Consultant
Industry Accounting
Experience
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

Nancy Mellon Nancy Mellon Tampa/St. Petersburg, Florida Area Details
Nancy Mellon's Wells Fargo Advisors Experience August 2012 - Present
Job Vice President
Industry Investment Management
Experience
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

Kristin Hopping Kristin Hopping Saint Louis, Missouri Details
Kristin Hopping's Wells Fargo Advisors Experience March 2011 - Present
Job Financial Consultant Wells Fargo
Industry Financial Services
Experience
Wells Fargo Advisors   March 2011 - Present

Education
The University of Texas at Arlington   1993 — 1997

Guillermo Barney Guillermo Barney Saint Louis, Missouri Details
Guillermo Barney's Wells Fargo Advisors Experience January 2010 - Present
Job
Industry Information Technology and Services
Experience
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

Adrian Crews Adrian Crews Greater St. Louis Area Details
Adrian Crews's Wells Fargo Advisors Experience June 2007 - Present
Job TMIS Manager/ Wells Fargo/ AVP
Industry Information Technology and Services
Experience
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

Andre Butler Andre Butler Mclean, Virginia Details
Andre Butler's Wells Fargo Advisors Experience September 2005 - June 2006
Job •Sr. Securities Allocation Management Investments Capital Markets and Cash Execution Trading at Freddie Mac
Industry Financial Services
Experience
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

Christine Ahmann-Maples Christine Ahmann-Maples Greater Minneapolis-St. Paul Area Details
Christine Ahmann-Maples's Wells Fargo Advisors Experience August 2009 - January 2011
Job Operational Risk Manager at Wells Fargo
Industry Financial Services
Experience
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

David Jeanty David Jeanty Saint Louis, Missouri Details
David Jeanty's Wells Fargo Advisors Experience May 2012 - November 2012
Job Personal Trainer
Industry Health, Wellness and Fitness
Experience
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

Jason Flaig Jason Flaig Greater Minneapolis-St. Paul Area Details
Jason Flaig's Wells Fargo Advisors Experience May 2010 - Present
Job Home Mortgage Advisor at Wells Fargo Advisors NMLS # 400249
Industry Financial Services
Experience
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

Ron McGrane Ron McGrane Greater Minneapolis-St. Paul Area Details
Ron McGrane's Wells Fargo Advisors Experience April 2015 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
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

Justin G. Ward, CFP®, AAMS® Justin G. Ward, CFP®, AAMS® Houston, Texas Area Details
Justin G. Ward, CFP®, AAMS®'s Wells Fargo Advisors Experience February 2014 - Present
Job Associate Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Autumn Robbins Autumn Robbins Highlands, North Carolina Details
Autumn Robbins's Wells Fargo Advisors Experience April 2009 - June 2011
Job Manager at Toby West Antiques
Industry Design
Experience
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

Jim Marconi Jim Marconi Germantown, Tennessee Details
Jim Marconi's Wells Fargo Advisors Experience August 2002 - January 2011
Job Wealth Management Consultant at Marconi Wealth Consulting
Industry Financial Services
Experience
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

Mary Ganley Mary Ganley Annapolis, Maryland Details
Mary Ganley's Wells Fargo Advisors Experience February 2012 - Present
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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)

Britton McMannis Britton McMannis Bozeman, Montana Details
Britton McMannis's Wells Fargo Advisors Experience January 2013 - July 2014
Job Registered Client Associate at D.A. Davidson Companies
Industry Financial Services
Experience
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

Hasina Nadurath Hasina Nadurath Dallas/Fort Worth Area Details
Hasina Nadurath's Wells Fargo Advisors Experience October 2008 - Present
Job Personal Banker/Loan specialist at Wells Fargo Advisors
Industry Banking
Experience
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

Stacy Gannon, AIF® Stacy Gannon, AIF® Greater Seattle Area Details
Stacy Gannon, AIF®'s Wells Fargo Advisors Experience February 2009 - March 2009
Job Insurance Supervisor / Compliance Officer at KMS Financial Services, Inc.
Industry Financial Services
Experience
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

Scott McCaffrey, AIF® Scott McCaffrey, AIF® Dallas/Fort Worth Area Details
Scott McCaffrey, AIF®'s Wells Fargo Advisors Experience May 2006 - August 2010
Job Regional Advisory Consultant at LPL Financial
Industry Financial Services
Experience
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

Rob Banford Rob Banford Charlotte, North Carolina Area Details
Rob Banford's Wells Fargo Advisors Experience September 2001 - Present
Job Desktop Engineer at Wells Fargo Advisors
Industry Financial Services
Experience
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

Erik Ludwig Erik Ludwig Greater Los Angeles Area Details
Erik Ludwig's Wells Fargo Advisors Experience January 2010 - Present
Job BS in Business Management seeking a managerial position.
Industry Restaurants
Experience
Wells Fargo Advisors   January 2010 - Present

Education
Towson University   2007 — 2010
BS, Business Management

Chrisy Meares Chrisy Meares Colorado Springs, Colorado Area Details
Chrisy Meares's Wells Fargo Advisors Experience
Job Associate Vice President Investments at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
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

Gutierrez Jesus Gutierrez Jesus Laredo, Texas Area Details
Gutierrez Jesus's Wells Fargo Advisors Experience June 1992 - Present
Job Financial Advisor/Ph. D. Economics at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   June 1992 - Present

Education
The University of Texas at Austin   1980 — 1985
Ph. D., Economics

Casey P. Rozniak Casey P. Rozniak Greater St. Louis Area Details
Casey P. Rozniak's Wells Fargo Advisors Experience December 2008 - February 2011
Job Financial Services Professional
Industry Financial Services
Experience
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

Serena Sneeringer Serena Sneeringer Houston, Texas Details
Serena Sneeringer's Wells Fargo Advisors Experience September 2014 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Shanmuga Narayanan Shanmuga Narayanan Charlotte, North Carolina Area Details
Shanmuga Narayanan's Wells Fargo Advisors Experience September 2011 - Present
Job Senior Consultant at Wells Fargo Advisors
Industry Information Technology and Services
Experience
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

Anthony Holden Anthony Holden Fairfield, New Jersey Details
Anthony Holden's Wells Fargo Advisors Experience April 2006 - April 2012
Job Associate Director of Investment Research at Bleakley Financial Group
Industry Financial Services
Experience
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

Chrisy Meares Chrisy Meares Colorado Springs, Colorado Details
Chrisy Meares's Wells Fargo Advisors Experience 2000 - Present
Job Associate Vice President at Wells Fargo Advisors, LLC car approval # 041304287
Industry Financial Services
Experience
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

Robert A. Arthur, J.D. Robert A. Arthur, J.D. Greater St. Louis Area Details
Robert A. Arthur, J.D.'s Wells Fargo Advisors Experience August 2014 - Present
Job First Vice President / Managing Counsel Federal Benefits Consulting Team The Private Client Group
Industry Financial Services
Experience
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

Denise Fiamingo Denise Fiamingo Bel Air, Maryland Details
Denise Fiamingo's Wells Fargo Advisors Experience Senior Registered Client AssociateLegg MasonSeptember 2000 - February 2009
Job Senior Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   Senior Registered Client AssociateLegg MasonSeptember 2000 - February 2009

Education
Towson University
Bachelor of Science, Finance

Heather Wineman Heather Wineman United States Details
Heather Wineman's Wells Fargo Advisors Experience January 2015 - Present
Job Financial Professional at Wells Fargo Advisors
Industry Financial Services
Experience
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

Nati Yemane Nati Yemane Dallas/Fort Worth Area Details
Nati Yemane's Wells Fargo Advisors Experience March 2013 - January 2014
Job Big Data & Analytics Engineering at Citi
Industry Financial Services
Experience
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

Stephanie Groschup, CRPC® Stephanie Groschup, CRPC® Dallas, Texas Details
Stephanie Groschup, CRPC®'s Wells Fargo Advisors Experience 2008 - 2010
Job Managing Partner, Groschup Martin Wealth Management Group, LLC
Industry Financial Services
Experience
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.)

Mark Menendez Mark Menendez San Antonio, Texas Details
Mark Menendez's Wells Fargo Advisors Experience 2010 - 2014
Job Private bank financial advisor at BBVA Compass
Industry Financial Services
Experience
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

Daniel Opperman Daniel Opperman Albuquerque, New Mexico Details
Daniel Opperman's Wells Fargo Advisors Experience February 2006 - July 2009
Job General Counsel at New Mexico Finance Authority
Industry Financial Services
Experience
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)

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