Wells Fargo Advisors
Industry: Subsidiary
DescriptionWells Fargo Advisors is a subsidiary of Wells Fargo, located in St Louis, Missouri. It is the ninth largest brokerage firm in the United States as of August 17, 2017 with $490 billion retail client assets under management. Headquarters: St. Louis, Missouri, United States Number of employees: 15,000 Advisors Parent organization: Wells Fargo Founded: 4 September 2001 Total assets: 490 billion USD Subsidiaries: Wachovia Securities (Argentina) LLC (Buenos Aires Argentina),
Wells Fargo Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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7,010 Wells Fargo Advisors employees in database. Find out everything there's to know about Wells Fargo Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Advisors Employees
Employee
Years
Job
Industry
Jeanine Alasmar Jeanine Alasmar's Wells Fargo Advisors Experience May 2011 - August 2011
Job Private Client Group Relationship Manager
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Fidelity Investments June 2014 - April 2015
The Capital Grille September 2010 - January 2014
Wells Fargo Advisors May 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Financial Analysis, Microsoft Word, Microsoft Office, Investments, Strategic Planning, Corporate Finance, Finance, Time Management, Access, Training, Leadership, Customer Service, Teamwork
Education
University of South Florida - Tampa 2010 — 2014
Bachelors, Finance
Universidad Complutense de Madrid 2012 — 2012
International Business
Fidelity Investments April 2015 - Present
Fidelity Investments June 2014 - April 2015
The Capital Grille September 2010 - January 2014
Wells Fargo Advisors May 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Financial Analysis, Microsoft Word, Microsoft Office, Investments, Strategic Planning, Corporate Finance, Finance, Time Management, Access, Training, Leadership, Customer Service, Teamwork
Education
University of South Florida - Tampa 2010 — 2014
Bachelors, Finance
Universidad Complutense de Madrid 2012 — 2012
International Business
O'Lindsey Brown O'Lindsey Brown's Wells Fargo Advisors Experience August 2014 - Present
Job Financial Advisor at Wells Fargo Advisors Wealth Brokerage Services
Industry Financial Services
Experience
Wells Fargo Advisors August 2014 - Present
Edward Jones June 2011 - July 2014
Brown & Brown Custom Clothiers June 2009 - April 2011
Whitney Bank January 2008 - May 2009
Skills
Financial Analysis, Strategic Financial..., Investments, Financial Modeling, Portfolio Management, Insurance, Series 7, Retirement Planning, Credit, Strategy, Wealth Management, Finance, Asset Allocation, Investment Strategies, Investment Advisory, Asset Management, Retirement, Securities, Mutual Funds, Financial Advisory, Series 63, Fixed Annuities, Equities, Financial Services, Financial Planning
Education
Tulane University - A.B. Freeman School of Business 2004 — 2008
A.B; Bachelor of Science, Finance
University High School 2000 — 2004
Wells Fargo Advisors August 2014 - Present
Edward Jones June 2011 - July 2014
Brown & Brown Custom Clothiers June 2009 - April 2011
Whitney Bank January 2008 - May 2009
Skills
Financial Analysis, Strategic Financial..., Investments, Financial Modeling, Portfolio Management, Insurance, Series 7, Retirement Planning, Credit, Strategy, Wealth Management, Finance, Asset Allocation, Investment Strategies, Investment Advisory, Asset Management, Retirement, Securities, Mutual Funds, Financial Advisory, Series 63, Fixed Annuities, Equities, Financial Services, Financial Planning
Education
Tulane University - A.B. Freeman School of Business 2004 — 2008
A.B; Bachelor of Science, Finance
University High School 2000 — 2004
Ibeth Moreno Ibeth Moreno's Wells Fargo Advisors Experience April 2014 - Present
Job Senior Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors April 2014 - Present
Wells Fargo Advisors October 2012 - April 2014
Wachovia, A Wells Fargo Company February 2011 - September 2012
Publicis Groupe December 2004 - December 2005
Skills
Banking, Relationship Management, Retail Banking, Sales, Customer Service
Education
Universidad Santiago de Cali 2000 — 2005
-Bachelor of Science in Communications, concentration in advertising
Wells Fargo Advisors April 2014 - Present
Wells Fargo Advisors October 2012 - April 2014
Wachovia, A Wells Fargo Company February 2011 - September 2012
Publicis Groupe December 2004 - December 2005
Skills
Banking, Relationship Management, Retail Banking, Sales, Customer Service
Education
Universidad Santiago de Cali 2000 — 2005
-Bachelor of Science in Communications, concentration in advertising
Sasha Whyte's Wells Fargo Advisors Experience January 2015 - Present
Job WFA at Wells Fargo Advisors
Industry Banking
Experience
Wells Fargo Advisors January 2015 - Present
ACO Medical Supply August 2014 - Present
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, English, Research, Banking, Java, SQL
Education
University of North Carolina at Charlotte 2012 — 2015
Bachelor of Science (BS), International Business
Universidad Pablo de Olavide
Universidad Pablo de Olavide
Universidad Pablo de Olavide
Universidad Pablo de Olavide
Universidad Pablo de Olavide
Universidad Pablo de Olavide
Wells Fargo Advisors January 2015 - Present
ACO Medical Supply August 2014 - Present
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, English, Research, Banking, Java, SQL
Education
University of North Carolina at Charlotte 2012 — 2015
Bachelor of Science (BS), International Business
Universidad Pablo de Olavide
Universidad Pablo de Olavide
Universidad Pablo de Olavide
Universidad Pablo de Olavide
Universidad Pablo de Olavide
Universidad Pablo de Olavide
Eric Barber's Wells Fargo Advisors Experience November 2013 - Present
Job Practices and Business Development Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors November 2013 - Present
Wells Fargo Advisors September 2012 - November 2013
Elsevier June 2011 - December 2012
Merrill Lynch May 2010 - August 2010
St. Louis Bandits May 2010 - August 2010
Morgan Stanley Smith Barney May 2009 - August 2009
Skills
Series 7, Marketing, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Salesforce.com, Marketing Strategy, Marketing Communications, Financial Analysis, Program Management
Education
Tulane University - A.B. Freeman School of Business 2008 — 2012
BSM, Finance and Marketing
ICADE, Universidad Pontificia Comillas 2011 — 2011
International Marketing and International Management
MICDS 2004 — 2008
High School Diploma
Wells Fargo Advisors November 2013 - Present
Wells Fargo Advisors September 2012 - November 2013
Elsevier June 2011 - December 2012
Merrill Lynch May 2010 - August 2010
St. Louis Bandits May 2010 - August 2010
Morgan Stanley Smith Barney May 2009 - August 2009
Skills
Series 7, Marketing, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Salesforce.com, Marketing Strategy, Marketing Communications, Financial Analysis, Program Management
Education
Tulane University - A.B. Freeman School of Business 2008 — 2012
BSM, Finance and Marketing
ICADE, Universidad Pontificia Comillas 2011 — 2011
International Marketing and International Management
MICDS 2004 — 2008
High School Diploma
Rachel Lafond's Wells Fargo Advisors Experience March 2013 - September 2013
Job Administrative Assistant at CenterPoint Properties
Industry Public Relations and Communications
Experience
CenterPoint Properties February 2015 - Present
International TEFL and TESOL Training (iTTT) September 2014 - January 2015
Red Stag Supper Club March 2014 - August 2014
MSP Communications January 2014 - February 2014
Surdyk's Liquor and Cheese Shop July 2011 - November 2013
Wells Fargo Advisors March 2013 - September 2013
VWR June 2011 - August 2011
Minnesota Children's Museum January 2011 - March 2011
VWR June 2009 - August 2009
Batavia Creamery May 2005 - August 2008
Skills
Customer Service, Microsoft Office, Event Planning, Social Media, International Relations, Fact-checking, Goal Oriented, Writing, Editing, Adaptation, Interpersonal, Research, French, Microsoft Excel, Fundraising, Social Media Marketing, Sales, Teamwork, Non-profits, Social Networking, Time Management, Outlook, PowerPoint, Public Speaking, Teaching English, Commercial Real Estate, Real Estate Development, Real Estate Transactions, Administrative...
Education
University of Minnesota-Twin Cities 2008 — 2011
Bachelor of Arts (B.A.), International Relations, Minors, French & Art History
Université Paul Valéry (Montpellier III) 2010 — 2010
French Studies
CenterPoint Properties February 2015 - Present
International TEFL and TESOL Training (iTTT) September 2014 - January 2015
Red Stag Supper Club March 2014 - August 2014
MSP Communications January 2014 - February 2014
Surdyk's Liquor and Cheese Shop July 2011 - November 2013
Wells Fargo Advisors March 2013 - September 2013
VWR June 2011 - August 2011
Minnesota Children's Museum January 2011 - March 2011
VWR June 2009 - August 2009
Batavia Creamery May 2005 - August 2008
Skills
Customer Service, Microsoft Office, Event Planning, Social Media, International Relations, Fact-checking, Goal Oriented, Writing, Editing, Adaptation, Interpersonal, Research, French, Microsoft Excel, Fundraising, Social Media Marketing, Sales, Teamwork, Non-profits, Social Networking, Time Management, Outlook, PowerPoint, Public Speaking, Teaching English, Commercial Real Estate, Real Estate Development, Real Estate Transactions, Administrative...
Education
University of Minnesota-Twin Cities 2008 — 2011
Bachelor of Arts (B.A.), International Relations, Minors, French & Art History
Université Paul Valéry (Montpellier III) 2010 — 2010
French Studies
Alesia Branson's Wells Fargo Advisors Experience August 2012 - February 2013
Job Executive Director
Industry Hospital & Health Care
Experience
Broadmore Senior Living June 2015 - Present
Happy Hearts Adult Day Services February 2013 - Present
Wells Fargo Advisors August 2012 - February 2013
Wells Fargo Bank March 2011 - August 2012
The Summit Companies April 2010 - March 2011
Huff Ford Subaru and Huff Chevrolet GMC September 2009 - April 2010
New Peoples Bank September 2006 - January 2009
AmSouth Bank July 2004 - September 2005
Virginia Retirement Specialists, Inc June 2001 - July 2004
Gourmet Goodies and Gifts February 1997 - February 2003
Skills
Healthcare, Healthcare Management, Customer Service, Microsoft Office, Public Speaking, Elder Care, Medicare, Event Planning, Microsoft Excel, Team Building, Strategic Planning, Sales, Marketing, Management, Coaching, Leadership Development, Leadership
Education
Tusculum College 1999 — 2001
Master of Arts Degree, Organizational Management
Virginia Intermont College 1997 — 1999
Bachelor of Arts Degree, Organizational
Broadmore Senior Living June 2015 - Present
Happy Hearts Adult Day Services February 2013 - Present
Wells Fargo Advisors August 2012 - February 2013
Wells Fargo Bank March 2011 - August 2012
The Summit Companies April 2010 - March 2011
Huff Ford Subaru and Huff Chevrolet GMC September 2009 - April 2010
New Peoples Bank September 2006 - January 2009
AmSouth Bank July 2004 - September 2005
Virginia Retirement Specialists, Inc June 2001 - July 2004
Gourmet Goodies and Gifts February 1997 - February 2003
Skills
Healthcare, Healthcare Management, Customer Service, Microsoft Office, Public Speaking, Elder Care, Medicare, Event Planning, Microsoft Excel, Team Building, Strategic Planning, Sales, Marketing, Management, Coaching, Leadership Development, Leadership
Education
Tusculum College 1999 — 2001
Master of Arts Degree, Organizational Management
Virginia Intermont College 1997 — 1999
Bachelor of Arts Degree, Organizational
Tobey West Tobey West's Wells Fargo Advisors Experience August 2011 - Present
Job Real Estate Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors August 2011 - Present
Deutsche Bank June 2009 - 2011
Goldman Sachs August 2005 - January 2009
Skills
Legal Affiliates, Loan Origination, Financial Analysis, Stock Market, Investment Banking, Real Estate Financing, Commercial Banking, DRE, Loan Modifications, CAG
Education
UCLA Anderson School of Management 2001 — 2003
Master of Business Administration (MBA), Banking and Financial Support Services
William Howard Taft University 1999 — 2001
Bachelor of Science (BS), Business Administration and Management, General
Wells Fargo Advisors August 2011 - Present
Deutsche Bank June 2009 - 2011
Goldman Sachs August 2005 - January 2009
Skills
Legal Affiliates, Loan Origination, Financial Analysis, Stock Market, Investment Banking, Real Estate Financing, Commercial Banking, DRE, Loan Modifications, CAG
Education
UCLA Anderson School of Management 2001 — 2003
Master of Business Administration (MBA), Banking and Financial Support Services
William Howard Taft University 1999 — 2001
Bachelor of Science (BS), Business Administration and Management, General
Marina Paola Clavijo Marina Paola Clavijo's Wells Fargo Advisors Experience February 2013 - February 2014
Job Senior Registered Client Associate at RBC Capital Markets LLC.
Industry Financial Services
Experience
RBC Capital Markets February 2014 - Present
Wells Fargo Advisors February 2013 - February 2014
GCA a Division of Northeast Securities August 2011 - March 2013
Universidad del Rosario February 2010 - July 2010
Universidad Nacional de Colombia November 2009 - July 2010
Bolsa de Valores de Colombia S.A. August 2005 - December 2008
Skills
Series 7, Spanish, Series 63, Market Research, Economics, Investments, Financial Modeling, Financial Analysis, Corporate Finance, English
Education
Universidad Nacional de Colombia 1999 — 2004
ECONOMIST, ECONOMICS
RBC Capital Markets February 2014 - Present
Wells Fargo Advisors February 2013 - February 2014
GCA a Division of Northeast Securities August 2011 - March 2013
Universidad del Rosario February 2010 - July 2010
Universidad Nacional de Colombia November 2009 - July 2010
Bolsa de Valores de Colombia S.A. August 2005 - December 2008
Skills
Series 7, Spanish, Series 63, Market Research, Economics, Investments, Financial Modeling, Financial Analysis, Corporate Finance, English
Education
Universidad Nacional de Colombia 1999 — 2004
ECONOMIST, ECONOMICS
Taryn Mondi Taryn Mondi's Wells Fargo Advisors Experience July 2014 - Present
Job Managing Director Market Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors July 2014 - Present
Wells Fargo Advisors March 2014 - Present
Wells Fargo Advisors June 2011 - March 2014
Wells Fargo Advisors November 2009 - June 2011
Wells Fargo Advisors August 2007 - November 2009
Wachovia Securities Financial Network April 2006 - August 2007
Wachovia Securities Financial Network January 2002 - April 2006
Morgan Stanley May 1999 - December 2001
Education
Towson University 1995 — 1999
Bachelor's degree, Business Administration and Management, General
Wells Fargo Advisors July 2014 - Present
Wells Fargo Advisors March 2014 - Present
Wells Fargo Advisors June 2011 - March 2014
Wells Fargo Advisors November 2009 - June 2011
Wells Fargo Advisors August 2007 - November 2009
Wachovia Securities Financial Network April 2006 - August 2007
Wachovia Securities Financial Network January 2002 - April 2006
Morgan Stanley May 1999 - December 2001
Education
Towson University 1995 — 1999
Bachelor's degree, Business Administration and Management, General
Judi Proctor's Wells Fargo Advisors Experience August 1996 - Present
Job Assistant Vice President, Senior Registered Client Associate, The Kepley Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors August 1996 - Present
Royal Insurance, Charlotte NC 1991 - 1996
Dean Witter Reynolds Inc. June 1989 - June 1991
Skills
Series 7, Series 63, Series 65, series 9, series 10, Notary Public, Financial Advisory, Asset Allocation, FINRA, Brokerage, Investment Strategies, Trading, Retirement, Customer Service
Education
State University of New York at Albany 1983 — 1987
Wells Fargo Advisors August 1996 - Present
Royal Insurance, Charlotte NC 1991 - 1996
Dean Witter Reynolds Inc. June 1989 - June 1991
Skills
Series 7, Series 63, Series 65, series 9, series 10, Notary Public, Financial Advisory, Asset Allocation, FINRA, Brokerage, Investment Strategies, Trading, Retirement, Customer Service
Education
State University of New York at Albany 1983 — 1987
Allison Bruns Allison Bruns's Wells Fargo Advisors Experience September 2011 - Present
Job Corporate Communications and Public Relations at Wells Fargo Advisors, LLC
Industry Public Relations and Communications
Experience
Wells Fargo Advisors September 2011 - Present
Missouri State Auditor's Office October 2008 - January 2011
Clayco August 2007 - August 2008
Fleishman-Hillard 2004 - 2007
Missouri Governor's Office July 2003 - January 2005
Skills
Public Relations, Strategic Communications, Media Relations, Corporate Communications, Crisis Communications, Internal Communications, Politics, Political Campaigns, Nonprofits, Social Networking, Community Outreach, Government, Speech Writing, Public Policy, Leadership, Social Media, Community Development, Newsletters, Policy Analysis, Press Releases, Fundraising, Event Planning, Research, Market Research, Marketing, Analysis, Editing, Interviews, Public Speaking, Volunteer Management, Policy
Education
Truman State University 1998 — 2003
Bachelor of Arts, Political Science/Philosophy & Religion
Wells Fargo Advisors September 2011 - Present
Missouri State Auditor's Office October 2008 - January 2011
Clayco August 2007 - August 2008
Fleishman-Hillard 2004 - 2007
Missouri Governor's Office July 2003 - January 2005
Skills
Public Relations, Strategic Communications, Media Relations, Corporate Communications, Crisis Communications, Internal Communications, Politics, Political Campaigns, Nonprofits, Social Networking, Community Outreach, Government, Speech Writing, Public Policy, Leadership, Social Media, Community Development, Newsletters, Policy Analysis, Press Releases, Fundraising, Event Planning, Research, Market Research, Marketing, Analysis, Editing, Interviews, Public Speaking, Volunteer Management, Policy
Education
Truman State University 1998 — 2003
Bachelor of Arts, Political Science/Philosophy & Religion
Brice B. Shultz's Wells Fargo Advisors Experience May 2014 - August 2014
Job Intern at Moneta Group
Industry Financial Services
Experience
Moneta Group Investment Advisors, LLC June 2015 - Present
Wells Fargo Advisors May 2014 - August 2014
Skills
Microsoft Excel, Bloomberg Terminal, Research, Corporate Finance, Public Speaking, Spanish, Microsoft Office, PowerPoint, Finance, Emerging Markets, Data Analysis, Basketball
Education
Truman State University 2011 — 2015
Bachelor of Science (BS), Economics; Finance, Senior
MICDS (Mary Institute & St. Louis Country Day School) 2003 — 2011
Moneta Group Investment Advisors, LLC June 2015 - Present
Wells Fargo Advisors May 2014 - August 2014
Skills
Microsoft Excel, Bloomberg Terminal, Research, Corporate Finance, Public Speaking, Spanish, Microsoft Office, PowerPoint, Finance, Emerging Markets, Data Analysis, Basketball
Education
Truman State University 2011 — 2015
Bachelor of Science (BS), Economics; Finance, Senior
MICDS (Mary Institute & St. Louis Country Day School) 2003 — 2011
Juan Camilo Arango Alvarez's Wells Fargo Advisors Experience July 2015 - Present
Job Operational Risk Specialist at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors July 2015 - Present
Victoria World Wide Business Connections Group, LLC. October 2013 - June 2015
BuildingBrand February 2012 - August 2013
Groupon Colombia February 2011 - February 2012
Consorcio Gas Consultores Kima January 2008 - December 2010
Skills
Marketing Strategy, Marketing
Education
Universidad del Rosario 2011 — 2012
Postgraduate certificate in Marketing Management, Marketing, 4.5 / 5 GPA
Universidad Escuela de Administración y Finanzas y Tecnologías 2001 — 2007
Product Design Engineer BS, Engineering
Wells Fargo Advisors July 2015 - Present
Victoria World Wide Business Connections Group, LLC. October 2013 - June 2015
BuildingBrand February 2012 - August 2013
Groupon Colombia February 2011 - February 2012
Consorcio Gas Consultores Kima January 2008 - December 2010
Skills
Marketing Strategy, Marketing
Education
Universidad del Rosario 2011 — 2012
Postgraduate certificate in Marketing Management, Marketing, 4.5 / 5 GPA
Universidad Escuela de Administración y Finanzas y Tecnologías 2001 — 2007
Product Design Engineer BS, Engineering
Ginger Lamphere, CRPC® Ginger Lamphere, CRPC®'s Wells Fargo Advisors Experience July 2000 - December 2001
Job Associate Financial Advisor at First Tech Federal Credit Union/Addison Avenue Investment Services
Industry Financial Services
Experience
First Tech Federal Credit Union / Addison Avenue Investment Services October 2014 - Present
First Tech Federal Credit Union/Addison Avenue Investment Services December 2001 - October 2014
Addison Avenue Investment Services December 2001 - March 2014
Wells Fargo Advisors July 2000 - December 2001
USA Basketball September 1998 - June 2000
American Express Financial Advisors June 1998 - August 1998
Delaware Charter Guarantee and Trust Company May 1990 - March 1992
Education
Troy University 1985 — 1988
Bachelor's Degree, Political Science/Business Administration
First Tech Federal Credit Union / Addison Avenue Investment Services October 2014 - Present
First Tech Federal Credit Union/Addison Avenue Investment Services December 2001 - October 2014
Addison Avenue Investment Services December 2001 - March 2014
Wells Fargo Advisors July 2000 - December 2001
USA Basketball September 1998 - June 2000
American Express Financial Advisors June 1998 - August 1998
Delaware Charter Guarantee and Trust Company May 1990 - March 1992
Education
Troy University 1985 — 1988
Bachelor's Degree, Political Science/Business Administration
Alan Glazner Alan Glazner's Wells Fargo Advisors Experience July 2005 - Present
Job Vice President Investments at WELLS FARGO ADVISORS, LLC
Industry Financial Services
Experience
Wells Fargo Advisors July 2005 - Present
Morgan Stanley September 1994 - June 2005
Merrill Lynch November 1982 - September 1994
Skills
Estate Planning..., IRAs and IRA Rollovers, Financial Advisory, Risk Management..., Educational Planning, Mutual fund portfolio..., Income focused investing, Effective and..., Organizational skills..., Wealth Planning, Portfolio Construction, Municipal Bonds
Education
United States Military Academy at West Point 1965 — 1969
Bachelor of Science (B.S.)
Wells Fargo Advisors July 2005 - Present
Morgan Stanley September 1994 - June 2005
Merrill Lynch November 1982 - September 1994
Skills
Estate Planning..., IRAs and IRA Rollovers, Financial Advisory, Risk Management..., Educational Planning, Mutual fund portfolio..., Income focused investing, Effective and..., Organizational skills..., Wealth Planning, Portfolio Construction, Municipal Bonds
Education
United States Military Academy at West Point 1965 — 1969
Bachelor of Science (B.S.)
Colin Manchester's Wells Fargo Advisors Experience May 2014 - August 2014
Job Deputy Comptroller at University at Albany Student Association
Industry
Experience
University at Albany May 2015 - Present
Wells Fargo Advisors May 2014 - August 2014
Levene Gouldin & Thompson, LLP June 2013 - August 2013
Skills
Microsoft Excel, Management, Microsoft Office, Microsoft Word, Customer Service, Public Speaking, Social Networking, Research, Time Management
Education
State University of New York at Albany 2013 — 2017
Bachelor’s Degree, Financial Market Regulation & Financial Analysis Honors Program
Susquehanna Valley High School 2009 — 2013
High School
University at Albany May 2015 - Present
Wells Fargo Advisors May 2014 - August 2014
Levene Gouldin & Thompson, LLP June 2013 - August 2013
Skills
Microsoft Excel, Management, Microsoft Office, Microsoft Word, Customer Service, Public Speaking, Social Networking, Research, Time Management
Education
State University of New York at Albany 2013 — 2017
Bachelor’s Degree, Financial Market Regulation & Financial Analysis Honors Program
Susquehanna Valley High School 2009 — 2013
High School
Joshua Morelock's Wells Fargo Advisors Experience May 2013 - August 2013
Job Sales
Industry Marketing and Advertising
Experience
Nexeo Solutions, LLC July 2015 - Present
Calvary Industries May 2014 - August 2014
Wells Fargo Advisors May 2013 - August 2013
Skills
Marketing, Management, Microsoft Excel, Microsoft Office, Social Media, Leadership, Social Networking, Customer Service
Education
Tulane University 2010 — 2014
Bachelor of Arts (B.A.), Marketing, 3.0
Archbishop Moeller High School 2006 — 2010
3.6
Nexeo Solutions, LLC July 2015 - Present
Calvary Industries May 2014 - August 2014
Wells Fargo Advisors May 2013 - August 2013
Skills
Marketing, Management, Microsoft Excel, Microsoft Office, Social Media, Leadership, Social Networking, Customer Service
Education
Tulane University 2010 — 2014
Bachelor of Arts (B.A.), Marketing, 3.0
Archbishop Moeller High School 2006 — 2010
3.6
Daniel R. Cauley Daniel R. Cauley's Wells Fargo Advisors Experience January 2008 - May 2013
Job Financial Consultant, the Barlotta Cauley Wealth Management Group at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co. May 2013 - Present
Wells Fargo Advisors January 2008 - May 2013
United States Air Force 1983 - 2011
A.G. Edwards August 1990 - January 2008
Skills
401k Rollovers, Estate Planning, IRAs, 529 Plans, Annuities, Life and Long Term Care..., Stocks, Bonds, Mutual Fudns, Exchange Traded Funds, Unit Investment Trusts, CDs, Philanthropy
Education
University of Massachusetts, Amherst 1981 — 1983
Bachelor of Arts (B.A.), Political Science
Troy University Dothan
Master of Science (M.S.), International Relations
Benjamin F. Edwards & Co. May 2013 - Present
Wells Fargo Advisors January 2008 - May 2013
United States Air Force 1983 - 2011
A.G. Edwards August 1990 - January 2008
Skills
401k Rollovers, Estate Planning, IRAs, 529 Plans, Annuities, Life and Long Term Care..., Stocks, Bonds, Mutual Fudns, Exchange Traded Funds, Unit Investment Trusts, CDs, Philanthropy
Education
University of Massachusetts, Amherst 1981 — 1983
Bachelor of Arts (B.A.), Political Science
Troy University Dothan
Master of Science (M.S.), International Relations
Joshua Meyerson Joshua Meyerson's Wells Fargo Advisors Experience May 2014 - August 2014
Job Student at Washington University in St. Louis
Industry Accounting
Experience
EisnerAmper LLP June 2015 - August 2015
Wells Fargo Advisors May 2014 - August 2014
Washington University in St. Louis, Olin Business School January 2014 - May 2014
EisnerAmper LLP January 2014 - January 2014
Movoli May 2013 - August 2013
Skills
Economics, Accounting, Finance, Microsoft Excel, Statistics, PowerPoint, Microsoft Word, Social Media, Hebrew, Financial Accounting, Auditing, Teaching, Teamwork
Education
Washington University in St. Louis 2012 — 2016
Bachelor of Arts (BA), Economics, Accounting
Trinity College Dublin 2015 — 2015
Solomon Schechter High School of Long Island 2008 — 2012
EisnerAmper LLP June 2015 - August 2015
Wells Fargo Advisors May 2014 - August 2014
Washington University in St. Louis, Olin Business School January 2014 - May 2014
EisnerAmper LLP January 2014 - January 2014
Movoli May 2013 - August 2013
Skills
Economics, Accounting, Finance, Microsoft Excel, Statistics, PowerPoint, Microsoft Word, Social Media, Hebrew, Financial Accounting, Auditing, Teaching, Teamwork
Education
Washington University in St. Louis 2012 — 2016
Bachelor of Arts (BA), Economics, Accounting
Trinity College Dublin 2015 — 2015
Solomon Schechter High School of Long Island 2008 — 2012
Bryan Amundson Bryan Amundson's Wells Fargo Advisors Experience January 2009 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 2009 - Present
Wells Fargo Advisors January 2009 - Present
Wells Fargo January 1999 - January 2009
United States Air Force June 1991 - June 1996
Education
United States Air Force Academy 1986 — 1991
Bachelor's of Science, Economics
Wells Fargo Advisors January 2009 - Present
Wells Fargo Advisors January 2009 - Present
Wells Fargo January 1999 - January 2009
United States Air Force June 1991 - June 1996
Education
United States Air Force Academy 1986 — 1991
Bachelor's of Science, Economics
Daniel E Maldonado Daniel E Maldonado's Wells Fargo Advisors Experience April 2009 - July 2011
Job Vice President Investments / Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2011 - Present
Wells Fargo Advisors April 2009 - July 2011
UBS Wealth Management January 2003 - April 2009
Smith Barney January 1997 - January 2003
Skills
Strategic Financial..., Series 7, Wealth Management, Series 63, Series 65, Asset Allocation, Investment Advisory, Alternative Investments, Investments, Finance, Retirement Planning, Mutual Funds, Wealth Management..., Investment Strategies, Financial Advisory, Portfolio Management, Financial Planning
Education
University of Puerto Rico
Merrill Lynch July 2011 - Present
Wells Fargo Advisors April 2009 - July 2011
UBS Wealth Management January 2003 - April 2009
Smith Barney January 1997 - January 2003
Skills
Strategic Financial..., Series 7, Wealth Management, Series 63, Series 65, Asset Allocation, Investment Advisory, Alternative Investments, Investments, Finance, Retirement Planning, Mutual Funds, Wealth Management..., Investment Strategies, Financial Advisory, Portfolio Management, Financial Planning
Education
University of Puerto Rico
James Marks James Marks's Wells Fargo Advisors Experience August 1998 - August 2010
Job Operations Reporting Lead at Accenture
Industry Banking
Experience
Accenture August 2010 - Present
Wells Fargo Advisors August 1998 - August 2010
United States Marine Corps May 1992 - August 1997
Skills
Strategic Planning, Budgets, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Retail, Sales, Leadership, Business Analysis, Process Improvement, Strategy, Banking
Education
University of LaVerne 1996 — 1997
Master's degree, Business Administration and Management, General
United States Naval Academy 1988 — 1992
Bachelor of Science (BS), Economics
Accenture August 2010 - Present
Wells Fargo Advisors August 1998 - August 2010
United States Marine Corps May 1992 - August 1997
Skills
Strategic Planning, Budgets, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Retail, Sales, Leadership, Business Analysis, Process Improvement, Strategy, Banking
Education
University of LaVerne 1996 — 1997
Master's degree, Business Administration and Management, General
United States Naval Academy 1988 — 1992
Bachelor of Science (BS), Economics
Sung Moo Cho Sung Moo Cho's Wells Fargo Advisors Experience November 2009 - March 2014
Job Financial Advisor
Industry Financial Services
Experience
Mutual of America October 2014 - Present
CUSO Financial Services, LP April 2014 - July 2014
Wells Fargo Advisors November 2009 - March 2014
Chase July 2007 - November 2009
Merrill Lynch September 2006 - July 2007
Andrew Garrett, Inc. January 2006 - September 2006
Laidlaw & Company January 2005 - January 2006
Skills
Customer Service, Strategic Planning, 401k Rollovers, Investments, Investment Strategies, Fixed Income, Fixed Annuities, 401k, Asset Allocation, IRAs, Mutual Funds, Retirement, Wealth Management, FINRA, Equities, Securities, Retirement Planning, Portfolio Management, Investment Advisory, Trading, Asset Management, Alternative Investments, Series 63, Series 7
Education
University at Buffalo 1999 — 2004
Bachelor of Arts (B.A.), English Language and Literature/Letters
Mutual of America October 2014 - Present
CUSO Financial Services, LP April 2014 - July 2014
Wells Fargo Advisors November 2009 - March 2014
Chase July 2007 - November 2009
Merrill Lynch September 2006 - July 2007
Andrew Garrett, Inc. January 2006 - September 2006
Laidlaw & Company January 2005 - January 2006
Skills
Customer Service, Strategic Planning, 401k Rollovers, Investments, Investment Strategies, Fixed Income, Fixed Annuities, 401k, Asset Allocation, IRAs, Mutual Funds, Retirement, Wealth Management, FINRA, Equities, Securities, Retirement Planning, Portfolio Management, Investment Advisory, Trading, Asset Management, Alternative Investments, Series 63, Series 7
Education
University at Buffalo 1999 — 2004
Bachelor of Arts (B.A.), English Language and Literature/Letters
Jeffrey Upchurch Jeffrey Upchurch's Wells Fargo Advisors Experience January 1987 - Present
Job Managing Director Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 1987 - Present
US Navy May 1981 - December 1986
Education
United States Naval Academy 1977 — 1981
Bachelor of Science (B.S.), Marine Engineering
Wells Fargo Advisors January 1987 - Present
US Navy May 1981 - December 1986
Education
United States Naval Academy 1977 — 1981
Bachelor of Science (B.S.), Marine Engineering
Carol King Ministries Carol King Ministries's Wells Fargo Advisors Experience November 2013 - January 2014
Job Worship Minister/Guitar Teacher
Industry Music
Experience
Ignite Guitar September 2013 - Present
Carol King Ministries January 2004 - Present
Pine Cove April 2015 - April 2015
Pine Cove February 2015 - February 2015
Pine Cove February 2015 - February 2015
Pine Cove February 2014 - February 2014
Pine Cove January 2014 - January 2014
Wells Fargo Advisors November 2013 - January 2014
Ignite Guitar 2014 - 2014
Pine Cove November 2013 - November 2013
Skills
Acoustic Guitar,..., Leadership, Communicaitons, Worship, Prayer, Marketing, Retail, Acoustic Guitar, Music, Pastoral Care, Praise & Worship, Guitar, Teaching, Bible Study, Public Speaking, Vocalist, Youth Ministry, Choral, Church Events, Worship Music, Church Music, Singing, Theology, Nonprofits, Social Media, Mentoring, Personal Development, Personal Branding, WordPress, Blogging, Non-profit Volunteer, Event Planning, Rhythm Guitar, Team Leadership, Community Outreach, Website Updating, Accompaniment, Guitarist, Vocal, Music Education
Education
Various Ministries 2003 — 2012
Worship Conferences, Paul Baloche Worship Band Workshop, Guitar Instruct. Certification
Tyler Junior College 1982 — 1986
Computer Science and Classical Guitar
Ignite Guitar September 2013 - Present
Carol King Ministries January 2004 - Present
Pine Cove April 2015 - April 2015
Pine Cove February 2015 - February 2015
Pine Cove February 2015 - February 2015
Pine Cove February 2014 - February 2014
Pine Cove January 2014 - January 2014
Wells Fargo Advisors November 2013 - January 2014
Ignite Guitar 2014 - 2014
Pine Cove November 2013 - November 2013
Skills
Acoustic Guitar,..., Leadership, Communicaitons, Worship, Prayer, Marketing, Retail, Acoustic Guitar, Music, Pastoral Care, Praise & Worship, Guitar, Teaching, Bible Study, Public Speaking, Vocalist, Youth Ministry, Choral, Church Events, Worship Music, Church Music, Singing, Theology, Nonprofits, Social Media, Mentoring, Personal Development, Personal Branding, WordPress, Blogging, Non-profit Volunteer, Event Planning, Rhythm Guitar, Team Leadership, Community Outreach, Website Updating, Accompaniment, Guitarist, Vocal, Music Education
Education
Various Ministries 2003 — 2012
Worship Conferences, Paul Baloche Worship Band Workshop, Guitar Instruct. Certification
Tyler Junior College 1982 — 1986
Computer Science and Classical Guitar
Pam Szverra Pam Szverra's Wells Fargo Advisors Experience September 2008 - Present
Job Assistant Vice President, Marketing at Wells Fargo Advisors
Industry Marketing and Advertising
Experience
Wells Fargo Advisors September 2008 - Present
Macy's May 2007 - July 2008
Macy's Midwest April 2006 - July 2008
Famous Barr June 1991 - April 2006
Skills
Marketing Research, Direct Mail, Loyalty Marketing, Retail, Integrated Marketing, Project Management, Advertising, Digital Marketing, Brand Development
Education
Truman State University 1987 — 1991
BA Speech Communication
Wells Fargo Advisors September 2008 - Present
Macy's May 2007 - July 2008
Macy's Midwest April 2006 - July 2008
Famous Barr June 1991 - April 2006
Skills
Marketing Research, Direct Mail, Loyalty Marketing, Retail, Integrated Marketing, Project Management, Advertising, Digital Marketing, Brand Development
Education
Truman State University 1987 — 1991
BA Speech Communication
Jenisteen Davier Jenisteen Davier's Wells Fargo Advisors Experience October 2014 - Present
Job Area Sales Manager, VP at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors October 2014 - Present
Prudential Financial January 2013 - October 2014
The Hartford January 2012 - January 2013
Morgan Stanley 2010 - 2011
SunAmerica Financial Group 2007 - 2009
SunAmerica Financial Group 2005 - 2007
UBS Financial Services 2000 - 2005
Education
Trinity University 1996 — 2000
BA
Wells Fargo Advisors October 2014 - Present
Prudential Financial January 2013 - October 2014
The Hartford January 2012 - January 2013
Morgan Stanley 2010 - 2011
SunAmerica Financial Group 2007 - 2009
SunAmerica Financial Group 2005 - 2007
UBS Financial Services 2000 - 2005
Education
Trinity University 1996 — 2000
BA
Rocco Bianchi Rocco Bianchi'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
Banc of America Investment Services 2003 - 2009
Skills
401k Rollovers, Asset Allocation, Financial Advisory, Insurance, Investment Strategies, Retirement Planning, Wealth Preservation...
Education
Truman State University 1992 — 1996
Bachelor's degree, Business/ Finance
Wells Fargo Advisors June 2009 - Present
Banc of America Investment Services 2003 - 2009
Skills
401k Rollovers, Asset Allocation, Financial Advisory, Insurance, Investment Strategies, Retirement Planning, Wealth Preservation...
Education
Truman State University 1992 — 1996
Bachelor's degree, Business/ Finance
Luis D Alvarado Luis D Alvarado's Wells Fargo Advisors Experience January 2010 - July 2012
Job Global Research Analyst
Industry Investment Management
Experience
Wells Fargo Investment Institute August 2012 - Present
Wells Fargo Advisors January 2010 - July 2012
Skills
Investments, Equities, Wealth Management, Portfolio Management, Asset Allocation, Forecasting, Financial Analysis, Bloomberg, Asset Management, Strategic Financial..., Financial Planning, Alternative Investments, Financial Services, Valuation, Risk Management, Fixed Income
Education
University of San Francisco 2010 — 2012
Master of Science (M.Sc.), Financial Analysis
Universidad de Costa Rica 2003 — 2006
Bachelor of Business Administration (B.B.A.)
Wells Fargo Investment Institute August 2012 - Present
Wells Fargo Advisors January 2010 - July 2012
Skills
Investments, Equities, Wealth Management, Portfolio Management, Asset Allocation, Forecasting, Financial Analysis, Bloomberg, Asset Management, Strategic Financial..., Financial Planning, Alternative Investments, Financial Services, Valuation, Risk Management, Fixed Income
Education
University of San Francisco 2010 — 2012
Master of Science (M.Sc.), Financial Analysis
Universidad de Costa Rica 2003 — 2006
Bachelor of Business Administration (B.B.A.)
Marissa (Marissa Jane Greer) Kivett, CFP®'s Wells Fargo Advisors Experience September 2009 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors September 2009 - Present
Morgan Stanley Smith Barney June 2009 - September 2009
Citigroup Smith Barney January 2008 - June 2009
State Street June 2006 - December 2007
Arnold Worldwide 2005 - 2005
Skills
Insurance Planning, Retirement Planning, Investment Planning, Investments, Finance, Mutual Funds, Estate Investment..., Wealth Management, Financial Advisory, Management
Education
University of New Hampshire 2002 — 2006
Bachelor of Arts (B.A.), Psychology
University College London, U. of London 2005 — 2005
Wellesley High School
Wells Fargo Advisors September 2009 - Present
Morgan Stanley Smith Barney June 2009 - September 2009
Citigroup Smith Barney January 2008 - June 2009
State Street June 2006 - December 2007
Arnold Worldwide 2005 - 2005
Skills
Insurance Planning, Retirement Planning, Investment Planning, Investments, Finance, Mutual Funds, Estate Investment..., Wealth Management, Financial Advisory, Management
Education
University of New Hampshire 2002 — 2006
Bachelor of Arts (B.A.), Psychology
University College London, U. of London 2005 — 2005
Wellesley High School
Epitome_of Ridiculousness Epitome_of Ridiculousness's Wells Fargo Advisors Experience January 1956 - May 1976
Job Snastraunaut at SNASA Langley Research Center
Industry Fishery
Experience
SNASA Langley Research Center January 1979 - Present
Self-employed January 1905 - Present
The **************** *************** August 1999 - June 2001
Wells Fargo Advisors January 1956 - May 1976
Skills
Bowhunting, Inflammatory Bowel..., Aerospace, Android, Python, Pyrotechnics, Base of the Pyramid, QTP, Microsoft Word, Watercolor, Sleep, Sexual Dysfunction, Bullet Proof Manager, Magic Bullet, Awesomeness, Flexibility, Bankruptcy, Analytics, Financial Audits, Yoga, YouTube, Craps, Falconry, Offshore Outsourcing, Derivatives, Gas, Knitwear, Beast, Zumba, Xbox 360, Wow, Crochet, Crop Protection, Creep, Japanese Cuisine, Traditional Chinese..., Obesity, Facebook, Fax, Maritime Security, Mexican, Black & White, Blackberry, Galaxy Explorer, Underwear, Lingerie, Nanomaterials, Prostitution, Attack & Penetration, OB/GYN
Education
Universidad del País Vasco/Euskal Herriko Unibertsitatea 2002 — 2006
Bachelor of Awesomeness, AWS
SNASA Langley Research Center January 1979 - Present
Self-employed January 1905 - Present
The **************** *************** August 1999 - June 2001
Wells Fargo Advisors January 1956 - May 1976
Skills
Bowhunting, Inflammatory Bowel..., Aerospace, Android, Python, Pyrotechnics, Base of the Pyramid, QTP, Microsoft Word, Watercolor, Sleep, Sexual Dysfunction, Bullet Proof Manager, Magic Bullet, Awesomeness, Flexibility, Bankruptcy, Analytics, Financial Audits, Yoga, YouTube, Craps, Falconry, Offshore Outsourcing, Derivatives, Gas, Knitwear, Beast, Zumba, Xbox 360, Wow, Crochet, Crop Protection, Creep, Japanese Cuisine, Traditional Chinese..., Obesity, Facebook, Fax, Maritime Security, Mexican, Black & White, Blackberry, Galaxy Explorer, Underwear, Lingerie, Nanomaterials, Prostitution, Attack & Penetration, OB/GYN
Education
Universidad del País Vasco/Euskal Herriko Unibertsitatea 2002 — 2006
Bachelor of Awesomeness, AWS
Amy Schoenherr Amy Schoenherr's Wells Fargo Advisors Experience May 2008 - Present
Job Vice President, Financial Advisor & Manager Recognition and Retention
Industry Financial Services
Experience
Wells Fargo Advisors May 2008 - Present
Education
University of Missouri - St. Louis 1996 — 1999
Truman State University 1995 — 1996
Wells Fargo Advisors May 2008 - Present
Education
University of Missouri - St. Louis 1996 — 1999
Truman State University 1995 — 1996
Yvonne Kaw-Garrison Yvonne Kaw-Garrison's Wells Fargo Advisors Experience February 2009 - April 2011
Job Business Performance Improvement, First Niagara Bank
Industry Banking
Experience
First Niagara Bank September 2015 - Present
First Niagara Bank November 2013 - August 2015
First Niagara Bank May 2011 - October 2013
Wells Fargo Advisors February 2009 - April 2011
Merrill Lynch September 2007 - February 2009
University at Buffalo January 2005 - September 2007
Appraisal.com May 2004 - January 2005
Skills
Investments, Financial Analysis, Project Management, Banking, Retail Banking, Business Analysis, Marketing, Sales, SAS, Lean Tools, Value Stream Mapping, Workflow Diagrams, Business Workflows, 5 Why, 5S, Root Cause Analysis, Data Mining, Lead Generation, Visio, Monarch, Cross Selling, Operational Efficiency, Process Efficiency, Revenue Growth..., Cost Savings, Business Case, Series 7, Retirement Planning, Stock Market, Mutual Funds, Securities
Education
University at Buffalo 2002 — 2004
Master of Business Administration (MBA), Management Information Systems, and International Finance
University at Buffalo 2000 — 2002
Bachelor of Arts (BA), Psychology
University at Buffalo 2000 — 2002
Bachelor of Science (BS), Biotechnology
First Niagara Bank September 2015 - Present
First Niagara Bank November 2013 - August 2015
First Niagara Bank May 2011 - October 2013
Wells Fargo Advisors February 2009 - April 2011
Merrill Lynch September 2007 - February 2009
University at Buffalo January 2005 - September 2007
Appraisal.com May 2004 - January 2005
Skills
Investments, Financial Analysis, Project Management, Banking, Retail Banking, Business Analysis, Marketing, Sales, SAS, Lean Tools, Value Stream Mapping, Workflow Diagrams, Business Workflows, 5 Why, 5S, Root Cause Analysis, Data Mining, Lead Generation, Visio, Monarch, Cross Selling, Operational Efficiency, Process Efficiency, Revenue Growth..., Cost Savings, Business Case, Series 7, Retirement Planning, Stock Market, Mutual Funds, Securities
Education
University at Buffalo 2002 — 2004
Master of Business Administration (MBA), Management Information Systems, and International Finance
University at Buffalo 2000 — 2002
Bachelor of Arts (BA), Psychology
University at Buffalo 2000 — 2002
Bachelor of Science (BS), Biotechnology
Gene Pelzer Gene Pelzer's Wells Fargo Advisors Experience April 2008 - July 2010
Job Systems Support Analyst Level 5
Industry Information Technology and Services
Experience
Wells Fargo Corporate Headquarters (East Coast ) April 2015 - Present
Wells Fargo Advisors April 2008 - July 2010
Skills
SDLC, LoadRunner, Neoload, Information Security, Technical Project..., Load Testing, Performance Testing..., System Administration, Servers, Leadership, IT Management, Troubleshooting
Education
Trident University International 2015 — 2015
MBA, MBA in Information Security and Digital Assurance Management
West Chester University of Pennsylvania 1992 — 1997
B A, Communication
Wells Fargo Corporate Headquarters (East Coast ) April 2015 - Present
Wells Fargo Advisors April 2008 - July 2010
Skills
SDLC, LoadRunner, Neoload, Information Security, Technical Project..., Load Testing, Performance Testing..., System Administration, Servers, Leadership, IT Management, Troubleshooting
Education
Trident University International 2015 — 2015
MBA, MBA in Information Security and Digital Assurance Management
West Chester University of Pennsylvania 1992 — 1997
B A, Communication
Alexander Melikian's Wells Fargo Advisors Experience September 2010 - June 2011
Job Finance and Corporate Development at Payoneer
Industry Financial Services
Experience
Payoneer March 2015 - Present
PricewaterhouseCoopers LLP September 2013 - March 2015
Darwin Fenner Fund January 2013 - May 2013
Burkenroad Reports August 2012 - December 2012
Comcast May 2012 - August 2012
PwC January 2012 - March 2012
New Orleans Saints September 2011 - January 2012
Wells Fargo Advisors September 2010 - June 2011
Tulane University Athletic Department August 2008 - June 2011
Comcast June 2010 - August 2010
Skills
Financial Modeling, Finance, Valuation, Mergers & Acquisitions, Asset Management, Business Development, Venture Capital, Entrepreneurship, Corporate Finance, Business Planning, Social Networking, Equity Research, Equity Valuation, Moose, Accounting, Financial Services, Social Media, Business Modeling, Sports Management, DCF Valuation, Market Valuation, Microsoft Excel
Education
Tulane University - A.B. Freeman School of Business 2008 — 2013
Bachelor of Science in Management
Tulane University - A.B. Freeman School of Business 2008 — 2013
Master of Accounting
The Haverford School 1996 — 2008
Payoneer March 2015 - Present
PricewaterhouseCoopers LLP September 2013 - March 2015
Darwin Fenner Fund January 2013 - May 2013
Burkenroad Reports August 2012 - December 2012
Comcast May 2012 - August 2012
PwC January 2012 - March 2012
New Orleans Saints September 2011 - January 2012
Wells Fargo Advisors September 2010 - June 2011
Tulane University Athletic Department August 2008 - June 2011
Comcast June 2010 - August 2010
Skills
Financial Modeling, Finance, Valuation, Mergers & Acquisitions, Asset Management, Business Development, Venture Capital, Entrepreneurship, Corporate Finance, Business Planning, Social Networking, Equity Research, Equity Valuation, Moose, Accounting, Financial Services, Social Media, Business Modeling, Sports Management, DCF Valuation, Market Valuation, Microsoft Excel
Education
Tulane University - A.B. Freeman School of Business 2008 — 2013
Bachelor of Science in Management
Tulane University - A.B. Freeman School of Business 2008 — 2013
Master of Accounting
The Haverford School 1996 — 2008
Parag Satsangi Parag Satsangi's Wells Fargo Advisors Experience June 2013 - August 2013
Job Consultant at EY
Industry Management Consulting
Experience
EY Consumer & Healthcare Investment Banking Summer AnalystWells Fargo SecuritiesJune 2014 - August 2014
Kenan-Flagler Business School February 2012 - May 2014
Wells Fargo Advisors June 2013 - August 2013
Carolina Sport Business Club August 2012 - May 2013
Microsoft July 2012 - December 2012
Wharton Future of Advertising (University of Pennsylvania) May 2012 - August 2012
GCG WEALTH MGMT August 2009 - January 2010
Skills
Hindi, Spanish-speaking, Spanish, Fundraising, Stata, Data Analysis, Public Speaking, English, Microsoft Office, Microsoft Excel, Research, Financial Analysis, Bloomberg, Marketing, Statistics, PowerPoint, Program Management, Competitive Analysis, Strategy, Leadership, Analysis, Microsoft Word, Finance, Social Media, Teamwork
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Consulting
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor's degree, Public Policy
Università Commerciale 'Luigi Bocconi' 2013 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
EY Consumer & Healthcare Investment Banking Summer AnalystWells Fargo SecuritiesJune 2014 - August 2014
Kenan-Flagler Business School February 2012 - May 2014
Wells Fargo Advisors June 2013 - August 2013
Carolina Sport Business Club August 2012 - May 2013
Microsoft July 2012 - December 2012
Wharton Future of Advertising (University of Pennsylvania) May 2012 - August 2012
GCG WEALTH MGMT August 2009 - January 2010
Skills
Hindi, Spanish-speaking, Spanish, Fundraising, Stata, Data Analysis, Public Speaking, English, Microsoft Office, Microsoft Excel, Research, Financial Analysis, Bloomberg, Marketing, Statistics, PowerPoint, Program Management, Competitive Analysis, Strategy, Leadership, Analysis, Microsoft Word, Finance, Social Media, Teamwork
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Consulting
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor's degree, Public Policy
Università Commerciale 'Luigi Bocconi' 2013 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
Craigg McRae Craigg McRae's Wells Fargo Advisors Experience August 2014 - Present
Job Financial Advisor at Wells Fargo Advisors Financial Network
Industry Financial Services
Experience
Wells Fargo Advisors August 2014 - Present
Edward Jones August 2003 - September 2014
Skills
Series 7, Wealth Management, Retirement, Mutual Funds, Financial Planning, Investments, Investment Advisory, Asset Allocation, Fixed Annuities, Financial Advisory, Investment Strategies, Series 63, Estate Planning, Portfolio Management, Uniform Combined State..., Securities, IRAs, 401k, 401k Rollovers
Education
United States Military Academy at West Point 1980 — 1984
Bachelor's Degree, BS in Engineering
Wells Fargo Advisors August 2014 - Present
Edward Jones August 2003 - September 2014
Skills
Series 7, Wealth Management, Retirement, Mutual Funds, Financial Planning, Investments, Investment Advisory, Asset Allocation, Fixed Annuities, Financial Advisory, Investment Strategies, Series 63, Estate Planning, Portfolio Management, Uniform Combined State..., Securities, IRAs, 401k, 401k Rollovers
Education
United States Military Academy at West Point 1980 — 1984
Bachelor's Degree, BS in Engineering
Scott Komaromy Scott Komaromy's Wells Fargo Advisors Experience May 2012 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors May 2012 - Present
Nalco May 2010 - May 2012
US Army May 2008 - May 2010
US Army February 2007 - May 2008
US Army December 2005 - February 2007
Skills
401k Rollovers, Retirement Planning, Investment Strategies, Insurance, Asset Allocation
Education
United States Military Academy at West Point 2001 — 2005
BA, Engineering Management
Dundee-Crown High School 1997 — 2001
Wells Fargo Advisors May 2012 - Present
Nalco May 2010 - May 2012
US Army May 2008 - May 2010
US Army February 2007 - May 2008
US Army December 2005 - February 2007
Skills
401k Rollovers, Retirement Planning, Investment Strategies, Insurance, Asset Allocation
Education
United States Military Academy at West Point 2001 — 2005
BA, Engineering Management
Dundee-Crown High School 1997 — 2001
Arthur Nowak, CFA Arthur Nowak, CFA's Wells Fargo Advisors Experience March 2009 - March 2011
Job AVP, Investment Analyst at Fred Alger Management, Inc.
Industry Financial Services
Experience
Fred Alger Management, Inc. July 2014 - Present
Fred Alger Management, Inc. April 2013 - June 2014
Icon Investments March 2011 - February 2013
Wells Fargo Advisors March 2009 - March 2011
Skills
CFA Level 3 Candidate, Series 7, Series 66, Series 3, Microsoft Excel, PowerPoint, Microsoft Word, DST Sales Connect, ThomsonReuters..., FINRA, Uniform Combined State..., Asset Allocation, Chartered Financial..., Mutual Funds, Marketing, Finance, Series 63
Education
SUNY at Buffalo 2003 — 2007
Bachelor of Science (BS), Finance, General
Fred Alger Management, Inc. July 2014 - Present
Fred Alger Management, Inc. April 2013 - June 2014
Icon Investments March 2011 - February 2013
Wells Fargo Advisors March 2009 - March 2011
Skills
CFA Level 3 Candidate, Series 7, Series 66, Series 3, Microsoft Excel, PowerPoint, Microsoft Word, DST Sales Connect, ThomsonReuters..., FINRA, Uniform Combined State..., Asset Allocation, Chartered Financial..., Mutual Funds, Marketing, Finance, Series 63
Education
SUNY at Buffalo 2003 — 2007
Bachelor of Science (BS), Finance, General
Charles Ladenheim's Wells Fargo Advisors Experience September 2013 - Present
Job Managing DirectorInvestment Officer, Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors September 2013 - Present
Morgan Stanley Smith Barney April 1992 - September 2013
Skills
Investments, Asset Allocation, Alternative Investments, Mutual Funds, Wealth Management, Investment Strategies, Management, Retirement Planning, ETFs, Separately Managed...
Education
University at Buffalo 1982 — 1986
Wells Fargo Advisors September 2013 - Present
Morgan Stanley Smith Barney April 1992 - September 2013
Skills
Investments, Asset Allocation, Alternative Investments, Mutual Funds, Wealth Management, Investment Strategies, Management, Retirement Planning, ETFs, Separately Managed...
Education
University at Buffalo 1982 — 1986
Mary Ragsdale Mary Ragsdale's Wells Fargo Advisors Experience May 2011 - Present
Job Contact Center Planning Analyst at Wells Fargo Advisors
Industry Marketing and Advertising
Experience
Wells Fargo Advisors May 2011 - Present
Novus International September 2009 - March 2011
Maritz Loyalty Marketing October 2006 - September 2009
Americall Group, Inc. January 1999 - October 2006
Americall Group, Inc. September 1995 - January 1999
MasterCard May 1991 - April 1995
Pipkins, Inc. December 1990 - May 1991
Citicorp Mortgage Inc January 1989 - October 1990
Citicorp Mortgage Inc. May 1988 - January 1989
Citicorp Acceptance Inc. May 1987 - May 1988
Skills
Account Management, Training, Sales, Analysis, Project Management, Customer Service, Call Center, Program Management, CRM, Process Improvement, Vendor Management, Management, Leadership, Call Centers, Telecommunications, Budgets, Team Management
Education
Webster University 1989 — 1992
Master, International Relations
Truman State University 1978 — 1982
Bachelor, Business Adminstration
Wells Fargo Advisors May 2011 - Present
Novus International September 2009 - March 2011
Maritz Loyalty Marketing October 2006 - September 2009
Americall Group, Inc. January 1999 - October 2006
Americall Group, Inc. September 1995 - January 1999
MasterCard May 1991 - April 1995
Pipkins, Inc. December 1990 - May 1991
Citicorp Mortgage Inc January 1989 - October 1990
Citicorp Mortgage Inc. May 1988 - January 1989
Citicorp Acceptance Inc. May 1987 - May 1988
Skills
Account Management, Training, Sales, Analysis, Project Management, Customer Service, Call Center, Program Management, CRM, Process Improvement, Vendor Management, Management, Leadership, Call Centers, Telecommunications, Budgets, Team Management
Education
Webster University 1989 — 1992
Master, International Relations
Truman State University 1978 — 1982
Bachelor, Business Adminstration
Christopher Coman, CFP® Christopher Coman, CFP®'s Wells Fargo Advisors Experience August 2005 - Present
Job First Vice President Investment Officer at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors August 2005 - Present
Morgan Stanley Wealth Management August 2000 - August 2005
Skills
Series 7, Wealth Management, Investments, Retirement Planning, Portfolio Management, Mutual Funds, Strategic Financial..., Financial Analysis, Equities, Series 63, Banking, Securities, Asset Allocation, Retirement, Investment Advisory, Fixed Income, Asset Management, Credit, Financial Modeling, Loans, Certified Financial...
Education
University at Buffalo 1988 — 1992
Bachelor's Degree, Economics
Wells Fargo Advisors August 2005 - Present
Morgan Stanley Wealth Management August 2000 - August 2005
Skills
Series 7, Wealth Management, Investments, Retirement Planning, Portfolio Management, Mutual Funds, Strategic Financial..., Financial Analysis, Equities, Series 63, Banking, Securities, Asset Allocation, Retirement, Investment Advisory, Fixed Income, Asset Management, Credit, Financial Modeling, Loans, Certified Financial...
Education
University at Buffalo 1988 — 1992
Bachelor's Degree, Economics
Philip Bess Philip Bess's Wells Fargo Advisors Experience March 2010 - July 2013
Job OSJ Manager at CommunityAmerica Financial Solutions
Industry Financial Services
Experience
CommunityAmerica Financial Solutions February 2015 - Present
VSR Financial Services July 2013 - January 2015
Wells Fargo Advisors March 2010 - July 2013
First Allied Advisory Services August 2007 - April 2009
Education
Truman State University 2003 — 2007
Bachelor of Science (B.S.), Finance
CommunityAmerica Financial Solutions February 2015 - Present
VSR Financial Services July 2013 - January 2015
Wells Fargo Advisors March 2010 - July 2013
First Allied Advisory Services August 2007 - April 2009
Education
Truman State University 2003 — 2007
Bachelor of Science (B.S.), Finance
Silvia Acherman Silvia Acherman's Wells Fargo Advisors Experience June 2013 - March 2014
Job Citibank
Industry Banking
Experience
Wells Fargo Advisors June 2013 - March 2014
Banif Securities June 2008 - June 2013
BankBoston March 2006 - June 2008
Skills
Spanish-speaking, French, Portuguese, Series 7, Private Banking, Fixed Income Trading, Investment Banking, Banking, Friendly Personality, Positive Personality, Fixed Income, Secretarial Skills, Securities, Equities, Trading, Corporate Actions, Bloomberg, Options
Education
Universidade Federal Fluminense 1974 — 1979
Bachelor of Science (BS), Psychology
Wells Fargo Advisors June 2013 - March 2014
Banif Securities June 2008 - June 2013
BankBoston March 2006 - June 2008
Skills
Spanish-speaking, French, Portuguese, Series 7, Private Banking, Fixed Income Trading, Investment Banking, Banking, Friendly Personality, Positive Personality, Fixed Income, Secretarial Skills, Securities, Equities, Trading, Corporate Actions, Bloomberg, Options
Education
Universidade Federal Fluminense 1974 — 1979
Bachelor of Science (BS), Psychology
Latrice Triplett Latrice Triplett's Wells Fargo Advisors Experience September 2008 - September 2013
Job Analytics Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo November 2013 - Present
Wells Fargo Advisors September 2008 - September 2013
US BANCORP INVESTMENTS AND INSURANCE, INC October 2005 - September 2008
KFORCE FINANCE & ACCOUNTING STAFFING August 2005 - September 2005
Swank Audio Visuals January 2002 - June 2005
KFORCE FINANCE & ACCOUNTING STAFFING May 2001 - December 2001
NUVOX COMMUNICATIONS September 2000 - May 2001
THE EARTHGRAINS COMPANY October 1999 - September 2000
SSM HEALTHCARE May 1997 - September 1999
MERCANTILE BANK OF ST. LOUIS, N.A March 1996 - May 1997
Skills
Financial Analysis, Accounts Payable, Financial Statements, Budgets, Account Reconciliation, Accounts Receivable, Fixed Assets, Variance Analysis, General Ledger, Forecasting, Payroll, Finance, Accounting, Analysis, Financial Reporting
Education
Tuskegee University 1989 — 1992
Bachelor of Science, Accounting
Hampton University 1988 — 1989
Accounting
Cardinal Ritter College Prep HS 1984 — 1988
Diploma
Wells Fargo November 2013 - Present
Wells Fargo Advisors September 2008 - September 2013
US BANCORP INVESTMENTS AND INSURANCE, INC October 2005 - September 2008
KFORCE FINANCE & ACCOUNTING STAFFING August 2005 - September 2005
Swank Audio Visuals January 2002 - June 2005
KFORCE FINANCE & ACCOUNTING STAFFING May 2001 - December 2001
NUVOX COMMUNICATIONS September 2000 - May 2001
THE EARTHGRAINS COMPANY October 1999 - September 2000
SSM HEALTHCARE May 1997 - September 1999
MERCANTILE BANK OF ST. LOUIS, N.A March 1996 - May 1997
Skills
Financial Analysis, Accounts Payable, Financial Statements, Budgets, Account Reconciliation, Accounts Receivable, Fixed Assets, Variance Analysis, General Ledger, Forecasting, Payroll, Finance, Accounting, Analysis, Financial Reporting
Education
Tuskegee University 1989 — 1992
Bachelor of Science, Accounting
Hampton University 1988 — 1989
Accounting
Cardinal Ritter College Prep HS 1984 — 1988
Diploma
Brent Kristof Brent Kristof's Wells Fargo Advisors Experience March 2014 - Present
Job Operations Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors March 2014 - Present
Patlin, Inc. January 2014 - April 2014
Bossard Metrics August 2010 - October 2011
Cembre Ltd September 2008 - July 2009
Fastenal July 2003 - July 2008
ISK Industries June 1999 - July 2003
Skills
Negotiation, New Business Development, Key Account Management, Customer Service, Forecasting, Inventory Management, Listening Skills, Microsoft Excel, Supply Chain Management, Product Development, Customer Satisfaction, Strategy, Training, Management, Sales, Manufacturing, Purchasing, B2B, Business Development
Education
University of Wisconsin-Madison 1995 — 1998
Pending, Business Communications
United States Air Force Academy 1991 — 1992
Masters in Military Sciences, Mathematical Statistics and Probability, n/a
Wells Fargo Advisors March 2014 - Present
Patlin, Inc. January 2014 - April 2014
Bossard Metrics August 2010 - October 2011
Cembre Ltd September 2008 - July 2009
Fastenal July 2003 - July 2008
ISK Industries June 1999 - July 2003
Skills
Negotiation, New Business Development, Key Account Management, Customer Service, Forecasting, Inventory Management, Listening Skills, Microsoft Excel, Supply Chain Management, Product Development, Customer Satisfaction, Strategy, Training, Management, Sales, Manufacturing, Purchasing, B2B, Business Development
Education
University of Wisconsin-Madison 1995 — 1998
Pending, Business Communications
United States Air Force Academy 1991 — 1992
Masters in Military Sciences, Mathematical Statistics and Probability, n/a
Rajiv K. Shah Rajiv K. Shah's Wells Fargo Advisors Experience June 2001 - September 2002
Job AVP Deutsche Asset & Wealth Management
Industry Financial Services
Experience
Deutsche Bank September 2014 - Present
Kovack Securities April 2011 - September 2014
Crescent Palm Capital Partners November 2010 - April 2011
TD Ameritrade May 2008 - August 2010
Waddell & Reed February 2006 - May 2008
Waddell & Reed January 2005 - January 2006
MetLife January 2004 - January 2005
Prudential Financial October 2002 - December 2003
Wells Fargo Advisors June 2001 - September 2002
Olde Stockbrokers June 2000 - June 2001
Skills
Financial Planning, Sales Management, Investments, Insurance, Investment Advisory, Compliance, Trading, Trade Surveillance, Algorithmic Trading, Electronic Trading, Financial Markets, Capital Markets, Derivatives, Technical Analysis, Risk Management, Pershing NetX360, NFS Streetscape/FBSI, Team Leadership, Broker/Dealer Operations, Registered Investment..., Series 7, Series 6, Series 63, Series 65, Series 4, Series 24, Series 53, Series 55, Series 27, FINOP, Strategic Financial..., Trading System, Commodity, FINRA, Options, Equities, FX Options, Series 99, Trading Strategies, Financial Risk, Financial Services, Hedge Funds, ETFs, Portfolio Management, Asset Management, Alternative Investments, Trading Systems, Banking, Financial Advisory, Investment Strategies
Education
University at Buffalo
B.A, Clinical Psychology
University of North Florida
M.B.A, Finance
Deutsche Bank September 2014 - Present
Kovack Securities April 2011 - September 2014
Crescent Palm Capital Partners November 2010 - April 2011
TD Ameritrade May 2008 - August 2010
Waddell & Reed February 2006 - May 2008
Waddell & Reed January 2005 - January 2006
MetLife January 2004 - January 2005
Prudential Financial October 2002 - December 2003
Wells Fargo Advisors June 2001 - September 2002
Olde Stockbrokers June 2000 - June 2001
Skills
Financial Planning, Sales Management, Investments, Insurance, Investment Advisory, Compliance, Trading, Trade Surveillance, Algorithmic Trading, Electronic Trading, Financial Markets, Capital Markets, Derivatives, Technical Analysis, Risk Management, Pershing NetX360, NFS Streetscape/FBSI, Team Leadership, Broker/Dealer Operations, Registered Investment..., Series 7, Series 6, Series 63, Series 65, Series 4, Series 24, Series 53, Series 55, Series 27, FINOP, Strategic Financial..., Trading System, Commodity, FINRA, Options, Equities, FX Options, Series 99, Trading Strategies, Financial Risk, Financial Services, Hedge Funds, ETFs, Portfolio Management, Asset Management, Alternative Investments, Trading Systems, Banking, Financial Advisory, Investment Strategies
Education
University at Buffalo
B.A, Clinical Psychology
University of North Florida
M.B.A, Finance
Brandon Harper Brandon Harper's Wells Fargo Advisors Experience January 2006 - January 2008
Job IT Specialist at General Janitorial Services INC
Industry Program Development
Experience
Wells Fargo June 2015 - Present
General Janitorial Services INC January 2006 - Present
Wells Fargo Home Mortgage February 2014 - March 2015
Hometown Lenders December 2013 - February 2014
Saks Fifth Avenue August 2013 - January 2014
DHI Mortgage January 2013 - July 2013
MortgageBanc LLC May 2012 - December 2012
One Main Financial January 2008 - January 2012
Wells Fargo Advisors January 2006 - January 2008
Skills
Loan Origination, Mortgage Lending, Credit, USDA, Budgets, FHA, Loans, Mortgage Banking, Refinance, Residential Mortgages, VA loans, FHA financing, Real Estate Financing, Financial Services, Home Equity Loans, Finance, Government Loans, Certified Mortgage..., Banking, Credit Analysis, Consumer Lending, Financial Analysis, Small Business Lending, Small Business, Loan Servicing, First Time Home Buyers, Underwriting, Commercial Banking, Commercial Lending, Sales, Loss Mitigation, Investments
Education
University of Alabama 1999 — 2003
Small Company Management, Business/Commerce, General
Troy University 2013 — 2013
Security Plus Certification, Computer and Information Systems Security/Information Assurance
Wells Fargo June 2015 - Present
General Janitorial Services INC January 2006 - Present
Wells Fargo Home Mortgage February 2014 - March 2015
Hometown Lenders December 2013 - February 2014
Saks Fifth Avenue August 2013 - January 2014
DHI Mortgage January 2013 - July 2013
MortgageBanc LLC May 2012 - December 2012
One Main Financial January 2008 - January 2012
Wells Fargo Advisors January 2006 - January 2008
Skills
Loan Origination, Mortgage Lending, Credit, USDA, Budgets, FHA, Loans, Mortgage Banking, Refinance, Residential Mortgages, VA loans, FHA financing, Real Estate Financing, Financial Services, Home Equity Loans, Finance, Government Loans, Certified Mortgage..., Banking, Credit Analysis, Consumer Lending, Financial Analysis, Small Business Lending, Small Business, Loan Servicing, First Time Home Buyers, Underwriting, Commercial Banking, Commercial Lending, Sales, Loss Mitigation, Investments
Education
University of Alabama 1999 — 2003
Small Company Management, Business/Commerce, General
Troy University 2013 — 2013
Security Plus Certification, Computer and Information Systems Security/Information Assurance
Charles R. Wilmoth Charles R. Wilmoth's Wells Fargo Advisors Experience 2009 - Present
Job Senior Vice President Investments, Senior Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors 2009 - Present
Bernstein Global Wealth Management 2001 - 2009
Northwestern Mutual 1994 - 2001
First Chicago 1990 - 1994
GE 1985 - 1988
Skills
Wealth Management, Asset Allocation, Investments, Asset Management, Financial Planning, Portfolio Management, Financial Analysis, Series 7, Financial Modeling, Leadership, Insurance, Alternative Investments, Management, Marketing, Finance
Education
UCLA Anderson School of Management 1988 — 1990
M.B.A., Finance
University of Notre Dame 1981 — 1985
B.A., German and Business Administration
Wells Fargo Advisors 2009 - Present
Bernstein Global Wealth Management 2001 - 2009
Northwestern Mutual 1994 - 2001
First Chicago 1990 - 1994
GE 1985 - 1988
Skills
Wealth Management, Asset Allocation, Investments, Asset Management, Financial Planning, Portfolio Management, Financial Analysis, Series 7, Financial Modeling, Leadership, Insurance, Alternative Investments, Management, Marketing, Finance
Education
UCLA Anderson School of Management 1988 — 1990
M.B.A., Finance
University of Notre Dame 1981 — 1985
B.A., German and Business Administration
Keener Gill Keener Gill's Wells Fargo Advisors Experience 2006 - June 2011
Job Local Markets Region Executive at USAA
Industry Financial Services
Experience
USAA March 2014 - Present
USAA June 2011 - March 2014
Wells Fargo Advisors 2006 - June 2011
Merrill Lynch 1995 - 2006
United States Marine Corps 1992 - 2000
Skills
Series 7, Wealth Management
Education
Vanderbilt University 1990 — 1992
B.S.
United States Military Academy at West Point 1987 — 1990
New Canaan High School 1983 — 1987
University of Houston
CFP
USAA March 2014 - Present
USAA June 2011 - March 2014
Wells Fargo Advisors 2006 - June 2011
Merrill Lynch 1995 - 2006
United States Marine Corps 1992 - 2000
Skills
Series 7, Wealth Management
Education
Vanderbilt University 1990 — 1992
B.S.
United States Military Academy at West Point 1987 — 1990
New Canaan High School 1983 — 1987
University of Houston
CFP
Matt Sebenoler Matt Sebenoler's Wells Fargo Advisors Experience October 2013 - Present
Job First Vice President, Next Generation Advisor Strategies
Industry Financial Services
Experience
Wells Fargo Advisors October 2013 - Present
Wells Fargo Advisors 2012 - 2014
Wells Fargo Advisors October 2012 - October 2013
Allstate Financial Services, Inc. 2011 - October 2012
New York Life 2006 - 2010
First Command Financial Planning 1997 - 2006
First Command Financial Services 2000 - 2002
First Command Financial Services 1995 - 1997
3rd Battalion, 37th Armored Regiment 1988 - 1995
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Series 63, Series 7, Retirement, Investments, Estate Planning, Fixed Annuities, Mutual Funds, Financial Advisory, Investment Advisory, Asset Allocation, Asset Managment, Series 65, 401k, Long-term Care, Series 6, Long Term Care Insurance, Risk Management, Financial Services, Securities, Asset Management, Investment Strategies, IRAs, Portfolio Management, Life Insurance, Strategy, Insurance, Alternative Investments
Education
United States Military Academy at West Point 1984 — 1988
B.S., Economics
Bishop Hartley High School 1980 — 1984
Wells Fargo Advisors October 2013 - Present
Wells Fargo Advisors 2012 - 2014
Wells Fargo Advisors October 2012 - October 2013
Allstate Financial Services, Inc. 2011 - October 2012
New York Life 2006 - 2010
First Command Financial Planning 1997 - 2006
First Command Financial Services 2000 - 2002
First Command Financial Services 1995 - 1997
3rd Battalion, 37th Armored Regiment 1988 - 1995
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Series 63, Series 7, Retirement, Investments, Estate Planning, Fixed Annuities, Mutual Funds, Financial Advisory, Investment Advisory, Asset Allocation, Asset Managment, Series 65, 401k, Long-term Care, Series 6, Long Term Care Insurance, Risk Management, Financial Services, Securities, Asset Management, Investment Strategies, IRAs, Portfolio Management, Life Insurance, Strategy, Insurance, Alternative Investments
Education
United States Military Academy at West Point 1984 — 1988
B.S., Economics
Bishop Hartley High School 1980 — 1984
David Hanson, PMP's Wells Fargo Advisors Experience October 2012 - February 2015
Job
Industry Financial Services
Experience
Talentporte, Inc. February 2015 - Present
Wells Fargo Advisors October 2012 - February 2015
Wells Fargo Advisors through Bradford & Galt January 2012 - October 2012
Express Scripts May 2011 - January 2012
iBridge Solutions March 2011 - May 2011
Wells Fargo Advisors, LLC June 2009 - February 2011
Strategic Staffing Solutions 2009 - 2011
Maritz September 1992 - April 2009
CNG Producing Company 1984 - 1992
Shell Oil Company 1980 - 1984
Skills
Resource Management, Project Management, PMO, Risk Management, Budget, Leadership, Analysis, Human Resources, Change Management, Vendor Management, Oracle, Management, Budgets, Program Management, Process Improvement, Information Technology, Business Analysis, Software Project..., Requirements Analysis, Mergers & Acquisitions, Forecasting, PMP, SDLC
Education
Tulane University 1985 — 1992
Bachelor
University of New Orleans 1980 — 1983
Bachelor
Talentporte, Inc. February 2015 - Present
Wells Fargo Advisors October 2012 - February 2015
Wells Fargo Advisors through Bradford & Galt January 2012 - October 2012
Express Scripts May 2011 - January 2012
iBridge Solutions March 2011 - May 2011
Wells Fargo Advisors, LLC June 2009 - February 2011
Strategic Staffing Solutions 2009 - 2011
Maritz September 1992 - April 2009
CNG Producing Company 1984 - 1992
Shell Oil Company 1980 - 1984
Skills
Resource Management, Project Management, PMO, Risk Management, Budget, Leadership, Analysis, Human Resources, Change Management, Vendor Management, Oracle, Management, Budgets, Program Management, Process Improvement, Information Technology, Business Analysis, Software Project..., Requirements Analysis, Mergers & Acquisitions, Forecasting, PMP, SDLC
Education
Tulane University 1985 — 1992
Bachelor
University of New Orleans 1980 — 1983
Bachelor
Hyungmin (Peter) Park's Wells Fargo Advisors Experience June 2015 - August 2015
Job WFA Solutions Trainee at Wells Fargo Advisors
Industry Marketing and Advertising
Experience
Wells Fargo Advisors June 2015 - August 2015
Nielsen July 2014 - March 2015
HYUNDAI WIA Machine America Corporation December 2013 - March 2014
Enterprise Rent-A-Car May 2012 - June 2013
Enterprise Rent-A-Car December 2011 - May 2012
Enterprise Rent-A-Car October 2010 - December 2011
Sunshine Cleaners July 2010 - October 2010
American Marketing Association October 2009 - August 2010
Haha Beauties May 2009 - July 2009
Vogel Cleaners May 2008 - August 2008
Skills
Customer Service, Microsoft Office, Recruiting, Market Planning, PowerPoint, Microsoft Excel, Sales, Microsoft Word, Event Planning, Social Media, Time Management, Marketing, Outlook, Public Speaking, Inventory Management, Access, Data Analysis, Sales Management, Management, Leadership, Research, Market Research, Sales Operations, Account Management, Social Media Marketing
Education
Truman State University 2006 — 2010
Bachelor of Science, Business Administration; Marketing
Parkway South Highschool 2002 — 2006
Highschool
Wells Fargo Advisors June 2015 - August 2015
Nielsen July 2014 - March 2015
HYUNDAI WIA Machine America Corporation December 2013 - March 2014
Enterprise Rent-A-Car May 2012 - June 2013
Enterprise Rent-A-Car December 2011 - May 2012
Enterprise Rent-A-Car October 2010 - December 2011
Sunshine Cleaners July 2010 - October 2010
American Marketing Association October 2009 - August 2010
Haha Beauties May 2009 - July 2009
Vogel Cleaners May 2008 - August 2008
Skills
Customer Service, Microsoft Office, Recruiting, Market Planning, PowerPoint, Microsoft Excel, Sales, Microsoft Word, Event Planning, Social Media, Time Management, Marketing, Outlook, Public Speaking, Inventory Management, Access, Data Analysis, Sales Management, Management, Leadership, Research, Market Research, Sales Operations, Account Management, Social Media Marketing
Education
Truman State University 2006 — 2010
Bachelor of Science, Business Administration; Marketing
Parkway South Highschool 2002 — 2006
Highschool
Erin Braxton Erin Braxton's Wells Fargo Advisors Experience 2006 - 2009
Job Marketing Manager at Booz Allen Hamilton
Industry Marketing and Advertising
Experience
Booz Allen Hamilton December 2014 - Present
Arxan Technologies January 2012 - December 2014
1st Choice, LLC 2009 - 2012
Wells Fargo Advisors 2006 - 2009
Skills
Marketing, Social Media, Strategic Communications, Marketing Strategy, Project Management, Program Management
Education
Trinity University-Washington 2007 — 2010
Master of Arts (M.A.), Communication
Virginia Commonwealth University 2001 — 2005
Bachelor of Science (B.S.), Psychology
High Point High School 1998 — 2001
Booz Allen Hamilton December 2014 - Present
Arxan Technologies January 2012 - December 2014
1st Choice, LLC 2009 - 2012
Wells Fargo Advisors 2006 - 2009
Skills
Marketing, Social Media, Strategic Communications, Marketing Strategy, Project Management, Program Management
Education
Trinity University-Washington 2007 — 2010
Master of Arts (M.A.), Communication
Virginia Commonwealth University 2001 — 2005
Bachelor of Science (B.S.), Psychology
High Point High School 1998 — 2001
Joseph Paik Joseph Paik's Wells Fargo Advisors Experience September 2014 - Present
Job Licensed Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2014 - Present
Wells Fargo Advisors September 2014 - Present
UBS Wealth Management June 2009 - December 2013
Merrill Lynch March 2000 - June 2009
CCS International Ltd. August 1998 - March 2000
Skills
Financial Services, Relationship Management, Portfolio Administration, High Frequency Trading, Profit & Loss Analysis, Staff Development, Staff Management, Due Diligence, AML, KYC
Education
University at Buffalo 1994 — 1998
Wells Fargo September 2014 - Present
Wells Fargo Advisors September 2014 - Present
UBS Wealth Management June 2009 - December 2013
Merrill Lynch March 2000 - June 2009
CCS International Ltd. August 1998 - March 2000
Skills
Financial Services, Relationship Management, Portfolio Administration, High Frequency Trading, Profit & Loss Analysis, Staff Development, Staff Management, Due Diligence, AML, KYC
Education
University at Buffalo 1994 — 1998
Brian Lynn's Wells Fargo Advisors Experience July 2002 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors July 2002 - Present
Legg Mason February 1995 - July 2002
Skills
Investments, Insurance, Finance
Education
Tulane University 1989 — 1993
Bachelor of Arts (B.A.), Political Economy
Wells Fargo Advisors July 2002 - Present
Legg Mason February 1995 - July 2002
Skills
Investments, Insurance, Finance
Education
Tulane University 1989 — 1993
Bachelor of Arts (B.A.), Political Economy
Jeff Rayfield Jeff Rayfield's Wells Fargo Advisors Experience February 2012 - Present
Job Managing Director, Head of Planning and Execution at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors February 2012 - Present
Wells Fargo Advisors January 2009 - February 2012
Wachovia Securities, LLC October 2007 - January 2009
A.G. Edwards March 1993 - October 2007
United Nations July 1991 - March 1993
Hyundai Motor Finance February 1990 - July 1991
Skills
Project Management, Project Planning, Team Leadership, Vendor Management, Program Management, Management, Financial Services, Operating Models, Strategic Planning, Start-ups, Business Analysis, Integration, SDLC, Risk Management, Leadership, Portfolio Management, Requirements Analysis, Business Intelligence, Software Development, Process Improvement
Education
Truman State University 1984 — 1988
B.S., Business Administration - Finance
Wells Fargo Advisors February 2012 - Present
Wells Fargo Advisors January 2009 - February 2012
Wachovia Securities, LLC October 2007 - January 2009
A.G. Edwards March 1993 - October 2007
United Nations July 1991 - March 1993
Hyundai Motor Finance February 1990 - July 1991
Skills
Project Management, Project Planning, Team Leadership, Vendor Management, Program Management, Management, Financial Services, Operating Models, Strategic Planning, Start-ups, Business Analysis, Integration, SDLC, Risk Management, Leadership, Portfolio Management, Requirements Analysis, Business Intelligence, Software Development, Process Improvement
Education
Truman State University 1984 — 1988
B.S., Business Administration - Finance
Elan Michael Elan Michael's Wells Fargo Advisors Experience April 2011 - January 2012
Job Equity Day Trader at T3 Trading Group, LLC
Industry Capital Markets
Experience
T3 Trading Group, LLC February 2012 - Present
Wells Fargo Advisors April 2011 - January 2012
Timless Video NY July 2009 - January 2012
Morgan Stanley Smith Barney July 2007 - July 2009
Skills
Parties, Stocks, Mutual Funds, Options, Life Insurance, Fundraisers, Bar/Bat Mitzvahs, Money Market, Editing, Finance, Marketing, Microsoft Excel
Education
University of Bridgeport 2013 — 2017
Doctor of chiropractic, Chiropractic
2003-2007University at Albany, State University of New York 2003 — 2007
Bachelor of Science, Business Administration; Marketing/Management
University at Albany, SUNY 2003 — 2007
Business, Marketing/Management/ Finance
SOUTH SIDE HIGH SCHOOL 1999 — 2003
University of Bridgeport
T3 Trading Group, LLC February 2012 - Present
Wells Fargo Advisors April 2011 - January 2012
Timless Video NY July 2009 - January 2012
Morgan Stanley Smith Barney July 2007 - July 2009
Skills
Parties, Stocks, Mutual Funds, Options, Life Insurance, Fundraisers, Bar/Bat Mitzvahs, Money Market, Editing, Finance, Marketing, Microsoft Excel
Education
University of Bridgeport 2013 — 2017
Doctor of chiropractic, Chiropractic
2003-2007University at Albany, State University of New York 2003 — 2007
Bachelor of Science, Business Administration; Marketing/Management
University at Albany, SUNY 2003 — 2007
Business, Marketing/Management/ Finance
SOUTH SIDE HIGH SCHOOL 1999 — 2003
University of Bridgeport
Jeffrey Nichols, MBA, CRPC's Wells Fargo Advisors Experience 2008 - 2010
Job Life Insurance / Retirement Planning / Financial Services at Kelly Hagar State Farm Agent
Industry Financial Services
Experience
Kelly Hagar - State Farm Agent December 2013 - Present
Universal Property and Casualty Insurance Company 2013 - 2013
SunTrust Bank 2011 - 2012
Boy Scouts of America, Gulf Stream Council 2008 - 2012
American Red Cross, Palm Beaches - Treasure Coast Region 2007 - 2011
Wells Fargo Advisors 2008 - 2010
Bank of America 2007 - 2008
Citibank 2002 - 2007
Skills
Leadership, Financial Analysis, Management, Risk Management, Banking, Investments, Portfolio Management, Customer Service, Wealth Management, Health Insurance, Life Insurance, Car Loans, Retirement Planning, Financial Planning, Team Building
Education
UF Hough Graduate School of Business 2010 — 2012
Master of Business Administration (MBA)
University of Florida - Warrington College Of Business 1994 — 1999
Bachelor of Science, Finance
Martin County High School
Kelly Hagar - State Farm Agent December 2013 - Present
Universal Property and Casualty Insurance Company 2013 - 2013
SunTrust Bank 2011 - 2012
Boy Scouts of America, Gulf Stream Council 2008 - 2012
American Red Cross, Palm Beaches - Treasure Coast Region 2007 - 2011
Wells Fargo Advisors 2008 - 2010
Bank of America 2007 - 2008
Citibank 2002 - 2007
Skills
Leadership, Financial Analysis, Management, Risk Management, Banking, Investments, Portfolio Management, Customer Service, Wealth Management, Health Insurance, Life Insurance, Car Loans, Retirement Planning, Financial Planning, Team Building
Education
UF Hough Graduate School of Business 2010 — 2012
Master of Business Administration (MBA)
University of Florida - Warrington College Of Business 1994 — 1999
Bachelor of Science, Finance
Martin County High School
Alex Burk's Wells Fargo Advisors Experience June 2015 - Present
Job Financial Services
Industry Financial Services
Experience
Wells Fargo Advisors June 2015 - Present
United States Air Force May 2009 - November 2014
United States Air Force June 2014 - October 2014
United States Air Force January 2013 - October 2014
Air Force July 2011 - June 2014
Skills
Command & Control, Team Leadership, Air Traffic Control, Joint Terminal Attack..., Airfield Operations, Weapons Handling, Master Scuba Diver, Public Speaking, Freefall Parachutist, Program Management, Supervisory Skills, Leadership, Special Operations, Tactics, Military, Command, Security Clearance, Air Force, Military Operations
Education
United States Air Force Academy 2005 — 2009
Bachelor's Degree, Social Sciences
Wells Fargo Advisors June 2015 - Present
United States Air Force May 2009 - November 2014
United States Air Force June 2014 - October 2014
United States Air Force January 2013 - October 2014
Air Force July 2011 - June 2014
Skills
Command & Control, Team Leadership, Air Traffic Control, Joint Terminal Attack..., Airfield Operations, Weapons Handling, Master Scuba Diver, Public Speaking, Freefall Parachutist, Program Management, Supervisory Skills, Leadership, Special Operations, Tactics, Military, Command, Security Clearance, Air Force, Military Operations
Education
United States Air Force Academy 2005 — 2009
Bachelor's Degree, Social Sciences
Darwin Sinchi Darwin Sinchi's Wells Fargo Advisors Experience April 2013 - January 2014
Job Rotational Development Program Associate at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2015 - Present
C.L. King & Associates May 2014 - April 2015
Wells Fargo Advisors April 2013 - January 2014
Training The Street September 2012 - October 2012
Gap Inc. June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, FAA Certifications, Data Analysis, Fundraising, Program Management, Spanish, Microsoft Office, Financial Modeling, Payroll, Sales, Windows, Time Management, Leadership, Strategy, Customer Service, Teamwork, Public Speaking
Education
University at Albany 2010 — 2015
Bachelor of Science in Business Accounting, Finance and Marketing, Senior
Universidad Europea
BNY Mellon June 2015 - Present
C.L. King & Associates May 2014 - April 2015
Wells Fargo Advisors April 2013 - January 2014
Training The Street September 2012 - October 2012
Gap Inc. June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, FAA Certifications, Data Analysis, Fundraising, Program Management, Spanish, Microsoft Office, Financial Modeling, Payroll, Sales, Windows, Time Management, Leadership, Strategy, Customer Service, Teamwork, Public Speaking
Education
University at Albany 2010 — 2015
Bachelor of Science in Business Accounting, Finance and Marketing, Senior
Universidad Europea
Allyson Warner Allyson Warner's Wells Fargo Advisors Experience April 2015 - August 2015
Job Receptionist
Industry
Experience
Capitola Investments August 2015 - Present
Wells Fargo Advisors April 2015 - August 2015
Wells Fargo October 2012 - April 2015
Jamba Juice May 2011 - August 2012
Skills
Microsoft Word, Sales, Leadership, Research, Microsoft Office
Education
Truckee Meadows Community College 2012 — 2015
General Studies
Capitola Investments August 2015 - Present
Wells Fargo Advisors April 2015 - August 2015
Wells Fargo October 2012 - April 2015
Jamba Juice May 2011 - August 2012
Skills
Microsoft Word, Sales, Leadership, Research, Microsoft Office
Education
Truckee Meadows Community College 2012 — 2015
General Studies
Cameron Merrick Cameron Merrick's Wells Fargo Advisors Experience May 2012 - August 2012
Job Tufts University, Future MBA, Finance and Tech are my circles.
Industry Investment Management
Experience
Obermeyer Asset Management Company May 2013 - August 2013
Wells Fargo Advisors May 2012 - August 2012
FirstValuation, LLC May 2011 - August 2011
Skills
Investment Strategies, Computer Science, Foreign Languages, Trade Finance, Equity Research, Securities, Financial Modeling, Financial Analysis, Finance, Corporate Finance, Risk Management, Banking, Bloomberg, Investments, Network Infrastructure, C++, Windows, Linux, Mac OS, Spanish, Asset Management, Investment Advisory, Investment Banking, Sales, Social Networking, Digital Photography, Film Editing, Ski
Education
Tufts University 2010 — 2015
International Economics: Emphasis in Finance
Obermeyer Asset Management Company May 2013 - August 2013
Wells Fargo Advisors May 2012 - August 2012
FirstValuation, LLC May 2011 - August 2011
Skills
Investment Strategies, Computer Science, Foreign Languages, Trade Finance, Equity Research, Securities, Financial Modeling, Financial Analysis, Finance, Corporate Finance, Risk Management, Banking, Bloomberg, Investments, Network Infrastructure, C++, Windows, Linux, Mac OS, Spanish, Asset Management, Investment Advisory, Investment Banking, Sales, Social Networking, Digital Photography, Film Editing, Ski
Education
Tufts University 2010 — 2015
International Economics: Emphasis in Finance
Pamela Pouncy Pamela Pouncy's Wells Fargo Advisors Experience May 2015 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Investment Management
Experience
Wells Fargo Advisors May 2015 - Present
BB&T January 2013 - June 2015
Morgan Stanley Smith Barney December 2004 - May 2011
Compass Brokerage 1996 - 2004
Troy University 1993 - 1996
State of Alabama 1991 - 1993
Merrill Lynch 1981 - 1991
Education
Troy University 1993 — 1996
BS, Business Management
Wells Fargo Advisors May 2015 - Present
BB&T January 2013 - June 2015
Morgan Stanley Smith Barney December 2004 - May 2011
Compass Brokerage 1996 - 2004
Troy University 1993 - 1996
State of Alabama 1991 - 1993
Merrill Lynch 1981 - 1991
Education
Troy University 1993 — 1996
BS, Business Management
Don Lincoln, CFP®, CIMA® Don Lincoln, CFP®, CIMA®'s Wells Fargo Advisors Experience August 1996 - Present
Job Senior Vice President Investment Officer at LiberLincoln Wealth Management Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors August 1996 - Present
Skills
Retirement Planning, Investments, Finance, Insurance, Business Services, Retirement Plan..., IRAs & IRA Rollovers
Education
University of California, Los Angeles 1986 — 1991
Bachelor of Arts (B.A.)
United Theological Seminary 1992 — 1996
Master of Divinity (MDiv)
La Jolla High School
Wells Fargo Advisors August 1996 - Present
Skills
Retirement Planning, Investments, Finance, Insurance, Business Services, Retirement Plan..., IRAs & IRA Rollovers
Education
University of California, Los Angeles 1986 — 1991
Bachelor of Arts (B.A.)
United Theological Seminary 1992 — 1996
Master of Divinity (MDiv)
La Jolla High School
Ryan McGuirl Ryan McGuirl's Wells Fargo Advisors Experience June 2011 - January 2013
Job Licensed Real Estate Salesperson at BOLD New York
Industry Real Estate
Experience
Bold New York The Way You Move May 2015 - Present
Anchor Associates Group July 2013 - May 2015
Wells Fargo Advisors June 2011 - January 2013
Certified Public Accountant Club of New Jersey June 2011 - January 2013
Skills
Series 7, Marketing, Microsoft Excel, Social Media, Public Speaking, Customer Service, Real Estate, Sales, Social Media Marketing, Event Planning, Investments, Social Networking, PowerPoint, Facebook, Research, Microsoft Word
Education
Trinity College-Hartford 2009 — 2013
Bachelor of Arts (B.A.), Political Science
Institue of Economic and Political Studies - Cambridge 2012 — 2012
Economics and Political Science
Bold New York The Way You Move May 2015 - Present
Anchor Associates Group July 2013 - May 2015
Wells Fargo Advisors June 2011 - January 2013
Certified Public Accountant Club of New Jersey June 2011 - January 2013
Skills
Series 7, Marketing, Microsoft Excel, Social Media, Public Speaking, Customer Service, Real Estate, Sales, Social Media Marketing, Event Planning, Investments, Social Networking, PowerPoint, Facebook, Research, Microsoft Word
Education
Trinity College-Hartford 2009 — 2013
Bachelor of Arts (B.A.), Political Science
Institue of Economic and Political Studies - Cambridge 2012 — 2012
Economics and Political Science
Lesley Dever Lesley Dever's Wells Fargo Advisors Experience May 2015 - Present
Job Financial Consultant at The B.C. Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors May 2015 - Present
Wells Fargo Advisors September 2012 - May 2015
Wells Fargo Advisors, LLC October 2010 - September 2012
Business Development September 2008 - October 2010
NewRiver May 2005 - May 2008
Corporate Executive Board July 2004 - May 2005
Jackson National Life Distributors, Inc., December 2003 - March 2004
Mutual of Omaha June 2002 - May 2003
State Street Research, Inc., April 2001 - March 2002
John Hancock Funds, Inc. September 1998 - February 2001
Skills
Investments, Retirement Planning, Insurance, Mutual Funds, Retirement, Financial Services, Relationship Management, Marketing Strategy, Sales, Fixed Annuities, Start-ups, 401k, Marketing, Leadership, Securities, Cross-functional Team...
Education
Trinity University-Washington 1984 — 1988
A.B., International Studies
Wells Fargo Advisors May 2015 - Present
Wells Fargo Advisors September 2012 - May 2015
Wells Fargo Advisors, LLC October 2010 - September 2012
Business Development September 2008 - October 2010
NewRiver May 2005 - May 2008
Corporate Executive Board July 2004 - May 2005
Jackson National Life Distributors, Inc., December 2003 - March 2004
Mutual of Omaha June 2002 - May 2003
State Street Research, Inc., April 2001 - March 2002
John Hancock Funds, Inc. September 1998 - February 2001
Skills
Investments, Retirement Planning, Insurance, Mutual Funds, Retirement, Financial Services, Relationship Management, Marketing Strategy, Sales, Fixed Annuities, Start-ups, 401k, Marketing, Leadership, Securities, Cross-functional Team...
Education
Trinity University-Washington 1984 — 1988
A.B., International Studies
Richard Simenhoff Richard Simenhoff's Wells Fargo Advisors Experience October 1999 - Present
Job Managing Director Investments at CollinsSimenhoff Asset Management of Wells Fargo Advisors*
Industry Investment Management
Experience
Wells Fargo Advisors October 1999 - Present
Paine Webber 1995 - 1999
M.L.Stern 1981 - 1994
Skills
Municipal and Corporate..., Financial Advisor
Education
University of Cape Town 1974 — 1977
Bachelor of Commerce (B.Com.), Finance, General
UCLA Extension
Certified Financial Planner, Financial Planning and Services
Wells Fargo Advisors October 1999 - Present
Paine Webber 1995 - 1999
M.L.Stern 1981 - 1994
Skills
Municipal and Corporate..., Financial Advisor
Education
University of Cape Town 1974 — 1977
Bachelor of Commerce (B.Com.), Finance, General
UCLA Extension
Certified Financial Planner, Financial Planning and Services
Grayson Lucas Grayson Lucas's Wells Fargo Advisors Experience January 2015 - May 2015
Job Wealth Planning Analyst at UBS Wealth Management
Industry Capital Markets
Experience
UBS Wealth Management July 2015 - Present
Wells Fargo Advisors January 2015 - May 2015
Alabama Attorney General's Office May 2013 - July 2013
Fluor Corporation May 2010 - August 2010
Fluor Corporation September 2009 - November 2009
Education
Washington University in St. Louis 2014 — 2015
Master's Degree, Corporate Finance
Tulane University 2011 — 2014
Doctor of Law (JD), Commercial Law
Rhodes College 2007 — 2011
Bachelor of Arts (BA), Economics
Greenville Senior High School 2004 — 2007
UBS Wealth Management July 2015 - Present
Wells Fargo Advisors January 2015 - May 2015
Alabama Attorney General's Office May 2013 - July 2013
Fluor Corporation May 2010 - August 2010
Fluor Corporation September 2009 - November 2009
Education
Washington University in St. Louis 2014 — 2015
Master's Degree, Corporate Finance
Tulane University 2011 — 2014
Doctor of Law (JD), Commercial Law
Rhodes College 2007 — 2011
Bachelor of Arts (BA), Economics
Greenville Senior High School 2004 — 2007
Kevin Shaughnessy, CFP® Kevin Shaughnessy, CFP®'s Wells Fargo Advisors Experience March 2012 - May 2015
Job Client Consultation Group Case Manager at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2015 - Present
Wells Fargo Advisors March 2012 - May 2015
MetLife September 2008 - March 2012
CFBISD June 2006 - August 2008
United States Department of Defense August 2005 - December 2005
Skills
Certified Financial..., Trust Services, Series 7, Series 65, Series 63, Investment Advisory, Life & Health Insurance..., Series 6
Education
Truman State University
Master's degree, Education
Truman State University
Bachelor's degree, History
St. Louis University High School
Edward Jones May 2015 - Present
Wells Fargo Advisors March 2012 - May 2015
MetLife September 2008 - March 2012
CFBISD June 2006 - August 2008
United States Department of Defense August 2005 - December 2005
Skills
Certified Financial..., Trust Services, Series 7, Series 65, Series 63, Investment Advisory, Life & Health Insurance..., Series 6
Education
Truman State University
Master's degree, Education
Truman State University
Bachelor's degree, History
St. Louis University High School
Tyler Gongorek Tyler Gongorek's Wells Fargo Advisors Experience June 2009 - August 2009
Job Senior Manager Revenue Management at United Airlines
Industry Financial Services
Experience
United Airlines September 2015 - Present
United Airlines April 2015 - September 2015
United Airlines May 2014 - September 2015
United Airlines April 2014 - May 2014
United Airlines July 2012 - April 2014
United Airlines July 2011 - June 2012
Wells Fargo Advisors June 2009 - August 2009
LLSP Corporation July 2008 - August 2008
Skills
Excel, Accounting, Investments, Research, Customer Service
Education
University of Wisconsin-Madison - School of Business 2007 — 2011
Finance, Investments & Banking and MHR-Management
Università Commerciale 'Luigi Bocconi' 2010 — 2010
Finance, Management, Marketing
United Airlines September 2015 - Present
United Airlines April 2015 - September 2015
United Airlines May 2014 - September 2015
United Airlines April 2014 - May 2014
United Airlines July 2012 - April 2014
United Airlines July 2011 - June 2012
Wells Fargo Advisors June 2009 - August 2009
LLSP Corporation July 2008 - August 2008
Skills
Excel, Accounting, Investments, Research, Customer Service
Education
University of Wisconsin-Madison - School of Business 2007 — 2011
Finance, Investments & Banking and MHR-Management
Università Commerciale 'Luigi Bocconi' 2010 — 2010
Finance, Management, Marketing
Nana Yaw Appah-Sampong's Wells Fargo Advisors Experience August 2013 - Present
Job Compliance Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors August 2013 - Present
FinancialForce.com January 2013 - June 2013
OneBeacon Professional Insurance June 2012 - August 2012
UBS Wealth Management July 2011 - December 2011
Trinity College - Hartford August 2009 - August 2011
Office of U.S.Congressman John B. Larson January 2010 - May 2010
Yankee Institute for Public Policy August 2009 - December 2009
Education
Trinity College-Hartford 2008 — 2012
Bachelor's Degree
Trinity College-Hartford 2008 — 2012
BA
Wells Fargo Advisors August 2013 - Present
FinancialForce.com January 2013 - June 2013
OneBeacon Professional Insurance June 2012 - August 2012
UBS Wealth Management July 2011 - December 2011
Trinity College - Hartford August 2009 - August 2011
Office of U.S.Congressman John B. Larson January 2010 - May 2010
Yankee Institute for Public Policy August 2009 - December 2009
Education
Trinity College-Hartford 2008 — 2012
Bachelor's Degree
Trinity College-Hartford 2008 — 2012
BA
Daryl Ferguson Daryl Ferguson's Wells Fargo Advisors Experience November 2011 - May 2015
Job Management Consultant at KPMG
Industry Management Consulting
Experience
KPMG June 2015 - Present
Wells Fargo Advisors November 2011 - May 2015
US Army Central (USARCENT) December 2013 - November 2014
Booz Allen Hamilton November 2007 - November 2011
US Army May 2000 - October 2007
Missouri Scholars' Academy 1993 - 1993
Skills
Leadership, Process Improvement, Strategy, Operational Planning, Military, Command, Strategic Planning, Six Sigma, DoD, Analysis, Leadership Development, Performance Management, Management Consulting, Change Management, Army, Security Clearance, Project Planning, Management, Enterprise Content..., Requirements Analysis, Program Management, Military Operations, Business Process..., Cross-functional Team..., Risk Management, Business Process..., Government, Business Strategy, Organizational Design, Policy, Business Planning, Project Management, Organizational...
Education
University of Missouri-Rolla 2005 — 2005
MS, Engineering Management
United States Military Academy at West Point 1996 — 2000
BS, Electrical Engineering
Hickman High School 1991 — 1995
KPMG June 2015 - Present
Wells Fargo Advisors November 2011 - May 2015
US Army Central (USARCENT) December 2013 - November 2014
Booz Allen Hamilton November 2007 - November 2011
US Army May 2000 - October 2007
Missouri Scholars' Academy 1993 - 1993
Skills
Leadership, Process Improvement, Strategy, Operational Planning, Military, Command, Strategic Planning, Six Sigma, DoD, Analysis, Leadership Development, Performance Management, Management Consulting, Change Management, Army, Security Clearance, Project Planning, Management, Enterprise Content..., Requirements Analysis, Program Management, Military Operations, Business Process..., Cross-functional Team..., Risk Management, Business Process..., Government, Business Strategy, Organizational Design, Policy, Business Planning, Project Management, Organizational...
Education
University of Missouri-Rolla 2005 — 2005
MS, Engineering Management
United States Military Academy at West Point 1996 — 2000
BS, Electrical Engineering
Hickman High School 1991 — 1995
Katrina Hubbard, M.S., M.Ed., IACCP® Katrina Hubbard, M.S., M.Ed., IACCP®'s Wells Fargo Advisors Experience July 2008 - April 2010
Job Compliance Associate at Kennedy Capital Management, Inc. University of MOSt. Louis PhD Candidate
Industry Financial Services
Experience
Kennedy Capital Management, Inc. July 2012 - Present
University of Missouri - St. Louis August 2009 - Present
Central Baptist Church 2001 - 2014
University of Missouri - St. Louis January 2013 - December 2013
Edward Jones April 2010 - November 2011
Harris-Stowe State University August 2008 - May 2010
Wells Fargo Advisors July 2008 - April 2010
Cardinal Ritter High School January 2008 - June 2009
U. S. Bancorp Investments, Inc August 2004 - July 2008
A.G. Edwards & Sons, Inc. August 2001 - August 2004
Skills
Leadership, Training, Budgets, Analysis, Marketing, Team Building, Insurance, Interviews, Series 7, Employee Training, Coaching, Series 24, Finance, FINRA, Teaching, Project Management, Sales, Investments, Public Speaking, Compliance, Problem Solving, Financial Analysis, Contract Negotiation, Banking, Human Resources, Higher Education, Time Management, Budgeting, Uniform Combined State..., Data Analysis, Microsoft Excel, Nonprofits, Leadership Development, Strategic Planning, Staff Development, Financial Services, Access, Policy, Securities, CRM, Internal Audit, Risk Management, Process Improvement, Management, Examiner, Training & Development, Series 66, Series 9, Series 10, Research
Education
University of Missouri-Saint Louis 2009 — 2016
PhD, Educational Leadership and Policy Studies - Higher Education
University of Missouri-Saint Louis 2009 — 2012
Master of Education (M.Ed.), Adult and Higher Education Administration, May 13, 2012
Webster University 2005 — 2008
MS, Finance
University of Missouri-Saint Louis 1993 — 1995
B.S., Business Administration / Finance
Tuskegee University 1991 — 1993
BS, Finance
Cardinal Ritter College Prep 1987 — 1991
Kennedy Capital Management, Inc. July 2012 - Present
University of Missouri - St. Louis August 2009 - Present
Central Baptist Church 2001 - 2014
University of Missouri - St. Louis January 2013 - December 2013
Edward Jones April 2010 - November 2011
Harris-Stowe State University August 2008 - May 2010
Wells Fargo Advisors July 2008 - April 2010
Cardinal Ritter High School January 2008 - June 2009
U. S. Bancorp Investments, Inc August 2004 - July 2008
A.G. Edwards & Sons, Inc. August 2001 - August 2004
Skills
Leadership, Training, Budgets, Analysis, Marketing, Team Building, Insurance, Interviews, Series 7, Employee Training, Coaching, Series 24, Finance, FINRA, Teaching, Project Management, Sales, Investments, Public Speaking, Compliance, Problem Solving, Financial Analysis, Contract Negotiation, Banking, Human Resources, Higher Education, Time Management, Budgeting, Uniform Combined State..., Data Analysis, Microsoft Excel, Nonprofits, Leadership Development, Strategic Planning, Staff Development, Financial Services, Access, Policy, Securities, CRM, Internal Audit, Risk Management, Process Improvement, Management, Examiner, Training & Development, Series 66, Series 9, Series 10, Research
Education
University of Missouri-Saint Louis 2009 — 2016
PhD, Educational Leadership and Policy Studies - Higher Education
University of Missouri-Saint Louis 2009 — 2012
Master of Education (M.Ed.), Adult and Higher Education Administration, May 13, 2012
Webster University 2005 — 2008
MS, Finance
University of Missouri-Saint Louis 1993 — 1995
B.S., Business Administration / Finance
Tuskegee University 1991 — 1993
BS, Finance
Cardinal Ritter College Prep 1987 — 1991
Greg Ballard, MBA's Wells Fargo Advisors Experience April 2014 - Present
Job Analytical Consultant, Equity Services Group at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors April 2014 - Present
Wells Fargo April 2013 - April 2014
Wells Fargo October 2011 - April 2013
UMSL 2008 - 2012
Wells Fargo Advisors November 2009 - October 2011
Grey Eagle Distributors August 2007 - November 2009
Golden Eagle Distribution December 2004 - August 2007
Skills
Analysis, Microsoft Excel, Business, Microsoft Office, Business Analysis, Finance, Market Data, Customer Service, Management, Vendor Management, Access, Microsoft Word, IT Operations, Logistics Management, Psychology, PowerPoint, Financial Reporting, Information Security, Corporate Finance, SQL DB2, SharePoint Designer, SharePoint, Relational Databases, Access Database, Database Administration, Equity Trading, Market Microstructure, Risk Management, Financial Services, Project Management, Leadership, Banking, Securities, Data Analysis, Financial Analysis, Equities
Education
University of Missouri-Saint Louis 2008 — 2012
Master of Business Administration (MBA), Finance, General
Truman State University 2003 — 2007
Bachelor of Science (BS), Psychology
Kickapoo High School 1999 — 2003
Wells Fargo Advisors April 2014 - Present
Wells Fargo April 2013 - April 2014
Wells Fargo October 2011 - April 2013
UMSL 2008 - 2012
Wells Fargo Advisors November 2009 - October 2011
Grey Eagle Distributors August 2007 - November 2009
Golden Eagle Distribution December 2004 - August 2007
Skills
Analysis, Microsoft Excel, Business, Microsoft Office, Business Analysis, Finance, Market Data, Customer Service, Management, Vendor Management, Access, Microsoft Word, IT Operations, Logistics Management, Psychology, PowerPoint, Financial Reporting, Information Security, Corporate Finance, SQL DB2, SharePoint Designer, SharePoint, Relational Databases, Access Database, Database Administration, Equity Trading, Market Microstructure, Risk Management, Financial Services, Project Management, Leadership, Banking, Securities, Data Analysis, Financial Analysis, Equities
Education
University of Missouri-Saint Louis 2008 — 2012
Master of Business Administration (MBA), Finance, General
Truman State University 2003 — 2007
Bachelor of Science (BS), Psychology
Kickapoo High School 1999 — 2003
Ben Schisler Ben Schisler's Wells Fargo Advisors Experience October 2011 - May 2012
Job Associate Youth and Missions Pastor at First Baptist Church or Arnold
Industry Religious Institutions
Experience
First Baptist Church or Arnold January 2015 - Present
North American Mission Board January 2013 - December 2014
FBCA May 2012 - October 2012
Wells Fargo Advisors October 2011 - May 2012
Global Encounter Ministries June 2010 - November 2011
Skills
Missions, Leadership Development, Volunteer Management, Microsoft Office, Microsoft Excel, Public Speaking, Event Planning, Fundraising, Customer Service, PowerPoint
Education
University of Missouri-Saint Louis 2009 — 2011
Business Management, Finance
Truman State University 2007 — 2009
Business Management, Finance
First Baptist Church or Arnold January 2015 - Present
North American Mission Board January 2013 - December 2014
FBCA May 2012 - October 2012
Wells Fargo Advisors October 2011 - May 2012
Global Encounter Ministries June 2010 - November 2011
Skills
Missions, Leadership Development, Volunteer Management, Microsoft Office, Microsoft Excel, Public Speaking, Event Planning, Fundraising, Customer Service, PowerPoint
Education
University of Missouri-Saint Louis 2009 — 2011
Business Management, Finance
Truman State University 2007 — 2009
Business Management, Finance
Andrew Jordan Andrew Jordan's Wells Fargo Advisors Experience January 2015 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2015 - Present
NBC Securities, Inc. March 2011 - January 2015
Northwestern Mutual Wealth Management Company April 2007 - March 2011
Skills
Investments, Asset Allocation, Securities, Portfolio Management, Strategic Financial..., Investment Advisory, Equities, Financial Analysis, Retirement Planning, Finance, Asset Management, Series 7, Financial Services, Series 63, Management, Public Speaking, Mutual Funds, FINRA, Strategic Planning, Microsoft Office, Investment Strategies, Financial Advisory
Education
Troy University
Bachelor of Science, Accounting
Troy University
MBA, Finance
Wells Fargo Advisors January 2015 - Present
NBC Securities, Inc. March 2011 - January 2015
Northwestern Mutual Wealth Management Company April 2007 - March 2011
Skills
Investments, Asset Allocation, Securities, Portfolio Management, Strategic Financial..., Investment Advisory, Equities, Financial Analysis, Retirement Planning, Finance, Asset Management, Series 7, Financial Services, Series 63, Management, Public Speaking, Mutual Funds, FINRA, Strategic Planning, Microsoft Office, Investment Strategies, Financial Advisory
Education
Troy University
Bachelor of Science, Accounting
Troy University
MBA, Finance
Alexandra Petredis's Wells Fargo Advisors Experience July 2014 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors July 2014 - Present
Duff & Phelps, LLC July 2013 - June 2014
Ceteris, Inc. June 2012 - August 2012
Martin Howard Associates S.L. September 2011 - December 2011
Skills
Financial Modeling, Financial Analysis, Accounting, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Valuation, Benchmarking, Corporate Finance, Economics, Market Research, Data Analysis
Education
Vanderbilt University 2009 — 2013
Bachelor of Arts (B.A.), Mathematics & Economics
Universitat Pompeu Fabra 2011 — 2011
Spanish
Wells Fargo Advisors July 2014 - Present
Duff & Phelps, LLC July 2013 - June 2014
Ceteris, Inc. June 2012 - August 2012
Martin Howard Associates S.L. September 2011 - December 2011
Skills
Financial Modeling, Financial Analysis, Accounting, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Valuation, Benchmarking, Corporate Finance, Economics, Market Research, Data Analysis
Education
Vanderbilt University 2009 — 2013
Bachelor of Arts (B.A.), Mathematics & Economics
Universitat Pompeu Fabra 2011 — 2011
Spanish
John Steven Brunhaver John Steven Brunhaver's Wells Fargo Advisors Experience October 2013 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors October 2013 - Present
United States Air Forece, 618th Air Operation Center, Global Readiness Directorate August 2009 - May 2011
United States Air Force, 449th Air Expeditionary Group February 2009 - September 2009
United States Air Force, Expeditionary Mobility Operations Division, Headquarters AMC August 2005 - February 2009
United States Air Force, 386th Expeditionary Operations Group August 2004 - August 2005
United States Air Force, 43 Operations Group June 2003 - August 2004
United States Air Force, Office of Secretary of Defense, International Affairs June 2002 - June 2003
United States Air Force, 6th Airlift Squadron, 305th Operations Group June 1998 - June 2001
United States Air Force, Commanders Action Group, Headquarters US Transportation Command June 1996 - June 1998
Skills
Military, Air Force, DoD, Defense, Aircraft, Program Management, Leadership, Change Management, Team Building, Leadership Development, Command & Control, Special Operations, Government, Team Leadership, Training, Strategy Development, Budgeting, Organizational..., Budgets, Risk Assessment, Afghanistan, Strategy
Education
Washington University in St. Louis - Olin Business School 2010 — 2012
Master of Business Administration (M.B.A.)
National Defense University, National War College 2001 — 2002
Master of Science (MS), National Security Strategy
Air University, School of Advanced Airpower Studies 1995 — 1996
Master of Arts (MA), Airpower Art and Science
Webster University 1990 — 1994
Master of Arts (MA), Computer Resource Management
United States Air Force Academy 1977 — 1981
BS, Financial Mangement
Wells Fargo Advisors October 2013 - Present
United States Air Forece, 618th Air Operation Center, Global Readiness Directorate August 2009 - May 2011
United States Air Force, 449th Air Expeditionary Group February 2009 - September 2009
United States Air Force, Expeditionary Mobility Operations Division, Headquarters AMC August 2005 - February 2009
United States Air Force, 386th Expeditionary Operations Group August 2004 - August 2005
United States Air Force, 43 Operations Group June 2003 - August 2004
United States Air Force, Office of Secretary of Defense, International Affairs June 2002 - June 2003
United States Air Force, 6th Airlift Squadron, 305th Operations Group June 1998 - June 2001
United States Air Force, Commanders Action Group, Headquarters US Transportation Command June 1996 - June 1998
Skills
Military, Air Force, DoD, Defense, Aircraft, Program Management, Leadership, Change Management, Team Building, Leadership Development, Command & Control, Special Operations, Government, Team Leadership, Training, Strategy Development, Budgeting, Organizational..., Budgets, Risk Assessment, Afghanistan, Strategy
Education
Washington University in St. Louis - Olin Business School 2010 — 2012
Master of Business Administration (M.B.A.)
National Defense University, National War College 2001 — 2002
Master of Science (MS), National Security Strategy
Air University, School of Advanced Airpower Studies 1995 — 1996
Master of Arts (MA), Airpower Art and Science
Webster University 1990 — 1994
Master of Arts (MA), Computer Resource Management
United States Air Force Academy 1977 — 1981
BS, Financial Mangement
William Goodman William Goodman's Wells Fargo Advisors Experience June 2006 - August 2006
Job Risk Leader CSA Productivity at GE Power & Water
Industry Financial Services
Experience
GE Power & Water February 2015 - Present
GE January 2013 - February 2015
GE January 2013 - January 2015
ECG Consulting Group June 2012 - December 2012
United Technologies March 2011 - June 2012
Trinity College - Hartford September 2011 - May 2012
Barclays June 2011 - August 2011
Wells Fargo Advisors June 2006 - August 2006
Skills
Microsoft Office, Economics, Investments, Finance, Market Analysis, Public Speaking, Research, Regulatory Analysis, Marketing Strategy, Energy Policy, Business Development, Analysis, Energy, Financial Markets, Energy Markets, Modeling, Equities, Management Consulting, M&A experience, Financial Accounting, Leadership, Corporate Finance, Project Management, Business Intelligence, Business Integration, Oracle Applications
Education
Trinity College-Hartford 2008 — 2012
BA Policy and Law, Concentration in Energy Economics and Policy
Princeton High School 2004 — 2008
GE Power & Water February 2015 - Present
GE January 2013 - February 2015
GE January 2013 - January 2015
ECG Consulting Group June 2012 - December 2012
United Technologies March 2011 - June 2012
Trinity College - Hartford September 2011 - May 2012
Barclays June 2011 - August 2011
Wells Fargo Advisors June 2006 - August 2006
Skills
Microsoft Office, Economics, Investments, Finance, Market Analysis, Public Speaking, Research, Regulatory Analysis, Marketing Strategy, Energy Policy, Business Development, Analysis, Energy, Financial Markets, Energy Markets, Modeling, Equities, Management Consulting, M&A experience, Financial Accounting, Leadership, Corporate Finance, Project Management, Business Intelligence, Business Integration, Oracle Applications
Education
Trinity College-Hartford 2008 — 2012
BA Policy and Law, Concentration in Energy Economics and Policy
Princeton High School 2004 — 2008
Caroline Philbin Caroline Philbin's Wells Fargo Advisors Experience May 2015 - Present
Job Registered Associate at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors May 2015 - Present
Morgan Stanley August 2013 - May 2015
Time Warner Cable June 2013 - August 2013
Bean Partners January 2013 - May 2013
Martino Flynn LLC May 2012 - August 2012
Northwestern Mutual Financial Network May 2011 - August 2011
Skills
Proficient in Microsoft..., Experience in Market..., Communication Skills, Photoshop, Time Management, Outlook, Team-oriented, Leadership, Team Building, Management, Marketing, Financial Analysis
Education
University at Buffalo 2010 — 2014
Bachelor's Degree, Finance, General
Wells Fargo Advisors May 2015 - Present
Morgan Stanley August 2013 - May 2015
Time Warner Cable June 2013 - August 2013
Bean Partners January 2013 - May 2013
Martino Flynn LLC May 2012 - August 2012
Northwestern Mutual Financial Network May 2011 - August 2011
Skills
Proficient in Microsoft..., Experience in Market..., Communication Skills, Photoshop, Time Management, Outlook, Team-oriented, Leadership, Team Building, Management, Marketing, Financial Analysis
Education
University at Buffalo 2010 — 2014
Bachelor's Degree, Finance, General
Alan Donatiello, CFA's Wells Fargo Advisors Experience February 2012 - March 2013
Job Associate Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities March 2013 - Present
Wells Fargo Advisors February 2012 - March 2013
Noble Financial August 2010 - December 2011
Fiduciary Asset Management July 2009 - February 2010
Skills
Microsoft Office, Financial Modeling, Equity Research, Technical Analysis, Fundamental Research, Analytics
Education
Truman State University 2005 — 2009
Finance, Business
Wells Fargo Securities March 2013 - Present
Wells Fargo Advisors February 2012 - March 2013
Noble Financial August 2010 - December 2011
Fiduciary Asset Management July 2009 - February 2010
Skills
Microsoft Office, Financial Modeling, Equity Research, Technical Analysis, Fundamental Research, Analytics
Education
Truman State University 2005 — 2009
Finance, Business
Shelly (Bracken) Martin Shelly (Bracken) Martin's Wells Fargo Advisors Experience December 2014 - Present
Job Marketing Production Manager, Asst. Vice President at Wells Fargo Advisors
Industry Marketing and Advertising
Experience
Wells Fargo Advisors December 2014 - Present
Wells Fargo Advisors, LLC August 2002 - December 2014
A.G. Edwards & Sons, Inc. 2002 - 2007
UnitedHealthcare November 2000 - January 2002
Corporate Express Promotional Marketing August 1994 - November 2000
Skills
Budgets, Project Management, Print Production..., Traffic Management, Strategic Sourcing, Advertising, Analysis, B2B, Business Development, Business Process..., CRM, Creative Direction, Customer Satisfaction, Digital Marketing, Digital Printing, Direct Mail, Email Marketing, Direct Marketing, Purchasing, Strategy, Trade Shows
Education
Truman State University 1988 — 1992
Bachelor of Science, Business Administration - Marketing
Wells Fargo Advisors December 2014 - Present
Wells Fargo Advisors, LLC August 2002 - December 2014
A.G. Edwards & Sons, Inc. 2002 - 2007
UnitedHealthcare November 2000 - January 2002
Corporate Express Promotional Marketing August 1994 - November 2000
Skills
Budgets, Project Management, Print Production..., Traffic Management, Strategic Sourcing, Advertising, Analysis, B2B, Business Development, Business Process..., CRM, Creative Direction, Customer Satisfaction, Digital Marketing, Digital Printing, Direct Mail, Email Marketing, Direct Marketing, Purchasing, Strategy, Trade Shows
Education
Truman State University 1988 — 1992
Bachelor of Science, Business Administration - Marketing
j vitt's Wells Fargo Advisors Experience February 2002 - December 2009
Job President at Tower Financial
Industry Financial Services
Experience
Tower Financial January 2009 - Present
Triumph Partners, Inc. January 2009 - Present
Wells Fargo Advisors February 2002 - December 2009
wachovia securities 2002 - 2009
Education
Tulane University - A.B. Freeman School of Business 1986 — 1989
bs, Business
The Peddie School 1981 — 1985
Tower Financial January 2009 - Present
Triumph Partners, Inc. January 2009 - Present
Wells Fargo Advisors February 2002 - December 2009
wachovia securities 2002 - 2009
Education
Tulane University - A.B. Freeman School of Business 1986 — 1989
bs, Business
The Peddie School 1981 — 1985
Matthew Chkautovich's Wells Fargo Advisors Experience May 2013 - August 2013
Job Securities Analyst at The Davis Center for Portfolio Management
Industry Financial Services
Experience
The Davis Center for Portfolio Management May 2012 - Present
The Davis Center for Portfolio Management March 2012 - Present
Wells Fargo Advisors May 2013 - August 2013
The Davis Center for Portfolio Management December 2011 - May 2012
Skills
Financial Analysis, Portfolio Management, Project Management, Event Management, Spanish-speaking, Investments
Education
University of Dayton 2011 — 2015
Bachelor of Science (B.S.), Accounting and Finance
Universidad de Deusto 2013 — 2013
The Davis Center for Portfolio Management May 2012 - Present
The Davis Center for Portfolio Management March 2012 - Present
Wells Fargo Advisors May 2013 - August 2013
The Davis Center for Portfolio Management December 2011 - May 2012
Skills
Financial Analysis, Portfolio Management, Project Management, Event Management, Spanish-speaking, Investments
Education
University of Dayton 2011 — 2015
Bachelor of Science (B.S.), Accounting and Finance
Universidad de Deusto 2013 — 2013
Garrett Jacobs's Wells Fargo Advisors Experience June 2010 - August 2010
Job Analyst at Arbor Commercial Mortgage
Industry Financial Services
Experience
Arbor Commercial Mortgage September 2015 - Present
Marcus & Millichap December 2014 - July 2015
Alpha Funding Solutions/Alpha Capital Advisers June 2013 - December 2014
Morgan Stanley Wealth Management January 2012 - September 2012
Wells Fargo Advisors June 2010 - August 2010
Skills
Loans, Real Estate Financing, Bridge Financing, Commercial Real Estate..., Mortgage Underwriting, Construction Loans, Mortgage Lending, Hard Money Lending, Commercial Mortgages, Commercial Lending, Fix & Flip, Funding, Bridge Loans, Real Estate, Investors, Direct Hard Money..., Finance, Credit, Sales, Financial Analysis, Refinance, Banking, Commercial Real Estate, Portfolio Management, Investment Properties
Education
SUNY Albany 2009 — 2011
Economics, Economics, Finance
Arbor Commercial Mortgage September 2015 - Present
Marcus & Millichap December 2014 - July 2015
Alpha Funding Solutions/Alpha Capital Advisers June 2013 - December 2014
Morgan Stanley Wealth Management January 2012 - September 2012
Wells Fargo Advisors June 2010 - August 2010
Skills
Loans, Real Estate Financing, Bridge Financing, Commercial Real Estate..., Mortgage Underwriting, Construction Loans, Mortgage Lending, Hard Money Lending, Commercial Mortgages, Commercial Lending, Fix & Flip, Funding, Bridge Loans, Real Estate, Investors, Direct Hard Money..., Finance, Credit, Sales, Financial Analysis, Refinance, Banking, Commercial Real Estate, Portfolio Management, Investment Properties
Education
SUNY Albany 2009 — 2011
Economics, Economics, Finance
Alex DaRocha Alex DaRocha's Wells Fargo Advisors Experience May 2012 - Present
Job Brokerage Associate
Industry Investment Banking
Experience
Wells Fargo Advisors May 2012 - Present
Health & Life Insurance Broker April 2008 - May 2012
Northwestern Mutual April 2008 - March 2012
Hurricane Brand Holdings January 2006 - April 2008
South Florida Distribution Center January 2000 - January 2006
SMF of Martin County January 1994 - January 2000
Skills
•Trilingual. Fluent in..., •Extensive computer..., •Responsible, loyal..., •Outstanding ability..., •Experienced in..., •Maintain a good..., •Exceptional Time..., •Reliable, self..., •Able and willing to..., Asset Management, Attitudes, Banking, Business Planning, Computer Proficiency, Credit, Disability Insurance, English, Estate Planning, FHA, Customer Service, Finance, Financial Analysis, Brokerage, Financial Risk, Financial Services, Fixed Annuities, Health Insurance, Hiring, Loyal, Microsoft Office, Mortgage Banking, Logistics, Mortgage Lending, Multilingual, Marketing, Loans, Mutual Funds, Management, Negotiation, Organizational Structure, Overtime, Payroll, Insurance, Small Business, Spanish, Strategic Financial..., Securities, Sales, Time Management, Selling
Education
Universidade Federal do Rio de Janeiro 1990 — 1994
Wells Fargo Advisors May 2012 - Present
Health & Life Insurance Broker April 2008 - May 2012
Northwestern Mutual April 2008 - March 2012
Hurricane Brand Holdings January 2006 - April 2008
South Florida Distribution Center January 2000 - January 2006
SMF of Martin County January 1994 - January 2000
Skills
•Trilingual. Fluent in..., •Extensive computer..., •Responsible, loyal..., •Outstanding ability..., •Experienced in..., •Maintain a good..., •Exceptional Time..., •Reliable, self..., •Able and willing to..., Asset Management, Attitudes, Banking, Business Planning, Computer Proficiency, Credit, Disability Insurance, English, Estate Planning, FHA, Customer Service, Finance, Financial Analysis, Brokerage, Financial Risk, Financial Services, Fixed Annuities, Health Insurance, Hiring, Loyal, Microsoft Office, Mortgage Banking, Logistics, Mortgage Lending, Multilingual, Marketing, Loans, Mutual Funds, Management, Negotiation, Organizational Structure, Overtime, Payroll, Insurance, Small Business, Spanish, Strategic Financial..., Securities, Sales, Time Management, Selling
Education
Universidade Federal do Rio de Janeiro 1990 — 1994
Samantha Lester Samantha Lester's Wells Fargo Advisors Experience 2003 - 2011
Job .
Industry Military
Experience
Wells Fargo Advisors 2003 - 2011
U.S. Navy January 2009 - July 2010
U.S. Navy - USS Robert G. Bradley & Destroyer Squadron Fourteen October 2007 - December 2009
U.S. Navy - USS Halyburton August 2005 - September 2007
Skills
Event Planning, Public Relations, Strategic Planning, Military Operations, Human Resources, Security Clearance, Training, Military, Event Management, Navy, DoD, Operational Planning
Education
United States Naval Academy 2001 — 2005
BS, History
Wells Fargo Advisors 2003 - 2011
U.S. Navy January 2009 - July 2010
U.S. Navy - USS Robert G. Bradley & Destroyer Squadron Fourteen October 2007 - December 2009
U.S. Navy - USS Halyburton August 2005 - September 2007
Skills
Event Planning, Public Relations, Strategic Planning, Military Operations, Human Resources, Security Clearance, Training, Military, Event Management, Navy, DoD, Operational Planning
Education
United States Naval Academy 2001 — 2005
BS, History
Gonzalo Pizarro Gonzalo Pizarro's Wells Fargo Advisors Experience July 2014 - Present
Job Private Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Advisors July 2014 - Present
Wells Fargo August 2012 - July 2014
AXA Advisors January 2011 - June 2012
The Stella Group, Ltd April 2010 - December 2010
Esound Energy December 2009 - February 2010
US Department of Energy November 2009 - November 2009
Renewable Ventures, a Fotowatio Company April 2008 - October 2009
Activa Trade January 2006 - September 2008
Rivas & Rivas March 2001 - September 2002
CIMA Consultores Asociados December 1999 - January 2001
Skills
Financial Analysis, Financial Reporting, Forecasting, Budget, Analysis, Budgets, Business Planning, Business Strategy, Corporate Finance, Mergers, Project Management, Strategic Planning
Education
Universidad Nacional Andrés Bello 1994 — 1999
Bachelor, Finance
Universitat de Barcelona
Master, Finance
Wells Fargo Advisors July 2014 - Present
Wells Fargo August 2012 - July 2014
AXA Advisors January 2011 - June 2012
The Stella Group, Ltd April 2010 - December 2010
Esound Energy December 2009 - February 2010
US Department of Energy November 2009 - November 2009
Renewable Ventures, a Fotowatio Company April 2008 - October 2009
Activa Trade January 2006 - September 2008
Rivas & Rivas March 2001 - September 2002
CIMA Consultores Asociados December 1999 - January 2001
Skills
Financial Analysis, Financial Reporting, Forecasting, Budget, Analysis, Budgets, Business Planning, Business Strategy, Corporate Finance, Mergers, Project Management, Strategic Planning
Education
Universidad Nacional Andrés Bello 1994 — 1999
Bachelor, Finance
Universitat de Barcelona
Master, Finance
Taylor Hartley Taylor Hartley's Wells Fargo Advisors Experience April 2013 - 2014
Job Server at California Dreaming
Industry Restaurants
Experience
California Dreaming February 2014 - Present
Wells Fargo Advisors April 2013 - 2014
All Pro Land Mang. March 2004 - August 2012
Education
Trident Technical College 2013 — 2015
Networking System Mangement, Computer Systems Networking and Telecommunications, First Year
California Dreaming February 2014 - Present
Wells Fargo Advisors April 2013 - 2014
All Pro Land Mang. March 2004 - August 2012
Education
Trident Technical College 2013 — 2015
Networking System Mangement, Computer Systems Networking and Telecommunications, First Year
Anthony Egan, CPA's Wells Fargo Advisors Experience May 2011 - December 2011
Job Experienced Assurance Associate at PwC
Industry Financial Services
Experience
PwC August 2014 - Present
PwC June 2013 - August 2013
JHS Capital Advisors, Inc. August 2012 - May 2013
Wells Fargo Advisors May 2011 - December 2011
Maryland Department of Business and Economic Development December 2010 - February 2011
Skills
Financial Accounting, Microsoft Office, Microsoft Excel, Investment Advisory, Stock Trading, Outlook, Cold Calling
Education
University of Maryland College Park 2009 — 2014
Bachelor of Science, Accounting and Finance, Senior
Universitat Autònoma de Barcelona 2012 — 2012
International Business, Junior
PwC August 2014 - Present
PwC June 2013 - August 2013
JHS Capital Advisors, Inc. August 2012 - May 2013
Wells Fargo Advisors May 2011 - December 2011
Maryland Department of Business and Economic Development December 2010 - February 2011
Skills
Financial Accounting, Microsoft Office, Microsoft Excel, Investment Advisory, Stock Trading, Outlook, Cold Calling
Education
University of Maryland College Park 2009 — 2014
Bachelor of Science, Accounting and Finance, Senior
Universitat Autònoma de Barcelona 2012 — 2012
International Business, Junior
James Van Dyke III, MBA's Wells Fargo Advisors Experience May 2009 - Present
Job Assistant Vice President at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors May 2009 - Present
Chrysler June 2004 - April 2009
Chrysler April 2006 - January 2007
Chrysler April 2005 - April 2006
Chrysler June 2004 - April 2005
Education
University of Phoenix 2005 — 2007
MBA, Business Administration
University of Missouri-Columbia 2002 — 2004
Psychology
Truman State University 2000 — 2002
Wells Fargo Advisors May 2009 - Present
Chrysler June 2004 - April 2009
Chrysler April 2006 - January 2007
Chrysler April 2005 - April 2006
Chrysler June 2004 - April 2005
Education
University of Phoenix 2005 — 2007
MBA, Business Administration
University of Missouri-Columbia 2002 — 2004
Psychology
Truman State University 2000 — 2002
Ivan Pulido's Wells Fargo Advisors Experience April 2008 - September 2009
Job Executive Recruiter Financial Services at Ascendo Resources
Industry Financial Services
Experience
Ascendo Resources August 2005 - Present
SafetyPay 2006 - Present
ALTRADE Consulting Corp January 2012 - August 2015
KVR Trade Finance, Ltd. September 2009 - December 2011
Wells Fargo Advisors April 2008 - September 2009
Merrill Lynch January 1994 - April 2008
Skills
Finance, Private Banking, Start-ups, Investments, Financial Analysis, Financial Risk, Bloomberg, Due Diligence, Trading, Investment Banking, Corporate Finance, Fixed Income, High Net Worth..., Business Strategy, Wealth Management, Portfolio Management, Loans, Financial Modeling, Accounts Receivable, Investment Strategies, Strategic Financial..., Mutual Funds, Securities, Funding, Valuation, Management, Financial Structuring, Trade Finance, Banking, Series 7, Private Equity, Capital Markets, Series 63, Credit Analysis, Financial Services, Alternative Investments, Asset Managment, Emerging Markets, Derivatives, Mergers & Acquisitions, Strategic Planning, Asset Management, Hedge Funds, Business Planning, Venture Capital, Bonds, Equities, Asset Allocation, Forecasting, Investment Advisory
Education
Universidad Católica Andrés Bello 1989 — 2004
B.S. Civil Engineer, Ingenieria Civil
Ascendo Resources August 2005 - Present
SafetyPay 2006 - Present
ALTRADE Consulting Corp January 2012 - August 2015
KVR Trade Finance, Ltd. September 2009 - December 2011
Wells Fargo Advisors April 2008 - September 2009
Merrill Lynch January 1994 - April 2008
Skills
Finance, Private Banking, Start-ups, Investments, Financial Analysis, Financial Risk, Bloomberg, Due Diligence, Trading, Investment Banking, Corporate Finance, Fixed Income, High Net Worth..., Business Strategy, Wealth Management, Portfolio Management, Loans, Financial Modeling, Accounts Receivable, Investment Strategies, Strategic Financial..., Mutual Funds, Securities, Funding, Valuation, Management, Financial Structuring, Trade Finance, Banking, Series 7, Private Equity, Capital Markets, Series 63, Credit Analysis, Financial Services, Alternative Investments, Asset Managment, Emerging Markets, Derivatives, Mergers & Acquisitions, Strategic Planning, Asset Management, Hedge Funds, Business Planning, Venture Capital, Bonds, Equities, Asset Allocation, Forecasting, Investment Advisory
Education
Universidad Católica Andrés Bello 1989 — 2004
B.S. Civil Engineer, Ingenieria Civil
Carl DAlessandro's Wells Fargo Advisors Experience January 2014 - Present
Job Tech Lead/Sr Application Specialist at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors January 2014 - Present
ACS, a Xerox Company September 2010 - January 2014
Fahrenheit Technology April 2008 - October 2009
Ironworks Consulting March 2008 - April 2008
TenEleven Group April 2004 - March 2008
Freelance Consultant July 2001 - April 2004
Streamedia Communications Inc October 1999 - October 2000
Binary Tree April 1999 - October 1999
Gray Advertising/Gray Direct November 1998 - April 1999
Cymfony June 1997 - October 1998
Skills
ADO.NET, XML, VSS, VB.NET, ASP.NET, C#, .NET, WCF, WPF, SQL, LINQ, Design Patterns, JavaScript, Diagramming, Web Applications, Visual Studio, SDLC, Databases, Technical Leadership, Solution Architecture, Integration
Education
University at Buffalo 1991 — 1998
B.S, Computer Science
Wells Fargo Advisors January 2014 - Present
ACS, a Xerox Company September 2010 - January 2014
Fahrenheit Technology April 2008 - October 2009
Ironworks Consulting March 2008 - April 2008
TenEleven Group April 2004 - March 2008
Freelance Consultant July 2001 - April 2004
Streamedia Communications Inc October 1999 - October 2000
Binary Tree April 1999 - October 1999
Gray Advertising/Gray Direct November 1998 - April 1999
Cymfony June 1997 - October 1998
Skills
ADO.NET, XML, VSS, VB.NET, ASP.NET, C#, .NET, WCF, WPF, SQL, LINQ, Design Patterns, JavaScript, Diagramming, Web Applications, Visual Studio, SDLC, Databases, Technical Leadership, Solution Architecture, Integration
Education
University at Buffalo 1991 — 1998
B.S, Computer Science
Tony Potts's Wells Fargo Advisors Experience January 2015 - Present
Job SVP, Director Financial Advisor Marketing, Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2015 - Present
Wells Fargo & Company 2009 - Present
Wachovia Bank 2004 - 2009
Enterprise IG May 2000 - August 2004
Bank of America January 1996 - May 2000
Skills
Leadership, Marketing, Analysis, Program Management, Budgets, Integrated Marketing, Strategy, Telecommunications, Direct Marketing, Financial Services, Brand Management, Marketing Communications, Brand Development, Marketing Strategy, Creative Direction, Banking, Direct Mail, Segmentation, CRM, Email Marketing
Education
Truman State University 1982 — 1989
Wells Fargo Advisors January 2015 - Present
Wells Fargo & Company 2009 - Present
Wachovia Bank 2004 - 2009
Enterprise IG May 2000 - August 2004
Bank of America January 1996 - May 2000
Skills
Leadership, Marketing, Analysis, Program Management, Budgets, Integrated Marketing, Strategy, Telecommunications, Direct Marketing, Financial Services, Brand Management, Marketing Communications, Brand Development, Marketing Strategy, Creative Direction, Banking, Direct Mail, Segmentation, CRM, Email Marketing
Education
Truman State University 1982 — 1989
Peter Dekov's Wells Fargo Advisors Experience October 2013 - Present
Job RCAP Compliance Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors October 2013 - Present
Wells Fargo Advisors June 2012 - October 2013
Wachovia Securities September 2008 - June 2012
Skills
Financial Analysis, Series 7, Portfolio Management, Securities
Education
Webster University 2005 — 2007
Truman State University
Wells Fargo Advisors October 2013 - Present
Wells Fargo Advisors June 2012 - October 2013
Wachovia Securities September 2008 - June 2012
Skills
Financial Analysis, Series 7, Portfolio Management, Securities
Education
Webster University 2005 — 2007
Truman State University
Darlette Kampmann's Wells Fargo Advisors Experience 2011 - 2012
Job Project Manager / Business Analyst
Industry Information Technology and Services
Experience
Savvis Communications 2012 - 2013
Wells Fargo 2011 - 2012
Wells Fargo Advisors 2011 - 2012
Wells Fargo Advisors 2011 - 2012
Wells Fargo Advisors 2011 - 2012
Monsanto February 2011 - September 2011
Forest Pharmaceuticals, Inc. January 2008 - February 2010
Anheuser-Busch January 2003 - December 2007
Modis June 2002 - December 2007
TALX Corporation June 2002 - December 2002
Skills
Liaison, Visio, SDLC, Integration, Requirements Gathering, Agile Methodologies, Business Analysis, MS Project, SAP, SharePoint, Quality Assurance, Vendor Management, Process Improvement, Project Management, Cross-functional Team...
Education
University of Missouri-Saint Louis 1984 — 1987
B.S. B.A., Business Administration with emphasis in MIS
Truman State University
Business Administration
Savvis Communications 2012 - 2013
Wells Fargo 2011 - 2012
Wells Fargo Advisors 2011 - 2012
Wells Fargo Advisors 2011 - 2012
Wells Fargo Advisors 2011 - 2012
Monsanto February 2011 - September 2011
Forest Pharmaceuticals, Inc. January 2008 - February 2010
Anheuser-Busch January 2003 - December 2007
Modis June 2002 - December 2007
TALX Corporation June 2002 - December 2002
Skills
Liaison, Visio, SDLC, Integration, Requirements Gathering, Agile Methodologies, Business Analysis, MS Project, SAP, SharePoint, Quality Assurance, Vendor Management, Process Improvement, Project Management, Cross-functional Team...
Education
University of Missouri-Saint Louis 1984 — 1987
B.S. B.A., Business Administration with emphasis in MIS
Truman State University
Business Administration
Aaron C. Nauman's Wells Fargo Advisors Experience August 2014 - Present
Job Operational Risk Manager BETA Technology at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors August 2014 - Present
City of Glendale, MO April 2012 - Present
Thomson Reuters February 2013 - August 2014
Thomson Reuters September 2008 - August 2014
Reuters America September 2007 - September 2008
A.G. Edwards & Sons, Inc. September 2006 - August 2007
Reuters America April 1996 - September 2006
Skills
Business Analysis, Software Development, Process Improvement, Market Data, Analysis, Management, Fixed Income, Enterprise Software, SDLC, Agile Methodologies, Software Project..., Requirements Gathering, Enterprise Architecture, Vendor Management, Requirements Analysis, Equities, Derivatives, Strategic Planning, Program Management, Strategy
Education
Webster University 2001 — 2003
Master of Arts, Information Technology Management
University of Missouri-Saint Louis 2000 — 2001
Chancellor's Certificate, Business Applications
Truman State University 1989 — 1993
Bachelor of Arts, History
Wells Fargo Advisors August 2014 - Present
City of Glendale, MO April 2012 - Present
Thomson Reuters February 2013 - August 2014
Thomson Reuters September 2008 - August 2014
Reuters America September 2007 - September 2008
A.G. Edwards & Sons, Inc. September 2006 - August 2007
Reuters America April 1996 - September 2006
Skills
Business Analysis, Software Development, Process Improvement, Market Data, Analysis, Management, Fixed Income, Enterprise Software, SDLC, Agile Methodologies, Software Project..., Requirements Gathering, Enterprise Architecture, Vendor Management, Requirements Analysis, Equities, Derivatives, Strategic Planning, Program Management, Strategy
Education
Webster University 2001 — 2003
Master of Arts, Information Technology Management
University of Missouri-Saint Louis 2000 — 2001
Chancellor's Certificate, Business Applications
Truman State University 1989 — 1993
Bachelor of Arts, History
Dee Howard's Wells Fargo Advisors Experience November 1997 - Present
Job Sr. Systems Analyst at Wachovia Securities
Industry Investment Management
Experience
Wells Fargo Advisors November 1997 - Present
Education
Webster University 1991 — 1995
MA, IT Management
Washington University in St. Louis 1990 — 1991
Telecommunications
US Naval Academy 1970 — 1974
Wells Fargo Advisors November 1997 - Present
Education
Webster University 1991 — 1995
MA, IT Management
Washington University in St. Louis 1990 — 1991
Telecommunications
US Naval Academy 1970 — 1974
Glenn Gorman's Wells Fargo Advisors Experience November 2009 - May 2011
Job Software Engineer at Lowe's Home Improvement
Industry Information Technology and Services
Experience
Lowe's Home Improvement July 2011 - Present
Wells Fargo Advisors November 2009 - May 2011
Wachovia May 2008 - July 2009
Lowe's Companies Inc August 2006 - December 2007
ADP September 2000 - August 2006
ADP June 1999 - September 2000
ADP January 1994 - June 1999
Skills
CICS, COBOL, SDLC, VSAM, TSO, DB2, JCL, Mainframe, Requirements Analysis, Visio, SPUFI, Business Analysis
Education
University at Albany, SUNY
Bachelor’s Degree
Lowe's Home Improvement July 2011 - Present
Wells Fargo Advisors November 2009 - May 2011
Wachovia May 2008 - July 2009
Lowe's Companies Inc August 2006 - December 2007
ADP September 2000 - August 2006
ADP June 1999 - September 2000
ADP January 1994 - June 1999
Skills
CICS, COBOL, SDLC, VSAM, TSO, DB2, JCL, Mainframe, Requirements Analysis, Visio, SPUFI, Business Analysis
Education
University at Albany, SUNY
Bachelor’s Degree
D. Joseph Betz, CFA's Wells Fargo Advisors Experience January 2014 - Present
Job Securities Lending at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2014 - Present
Wells Fargo Advisors May 2012 - January 2014
Wells Fargo Advisors September 2010 - May 2012
American Capital Strategies 2007 - 2008
Legg Mason 2006 - 2007
Wachovia Capital Markets 2002 - 2006
Wachovia, A Wells Fargo Company 2002 - 2006
A.G. Edwards 1997 - 2002
Skills
Capital Markets, Portfolio Management, Equities, Financial Analysis, Finance, Strategy, Hedge Funds, Financial Services, Equity Research, Asset Allocation, Analysis, Trading, Loans, Leadership, Options, Budgets, Strategic Planning, Series 7, Financial Modeling, Investments, Valuation, Wealth Management, Securities, Asset Management, Investment Advisory
Education
Truman State University 1993 — 1997
BS, Finance
St. Pius X
Wells Fargo Advisors January 2014 - Present
Wells Fargo Advisors May 2012 - January 2014
Wells Fargo Advisors September 2010 - May 2012
American Capital Strategies 2007 - 2008
Legg Mason 2006 - 2007
Wachovia Capital Markets 2002 - 2006
Wachovia, A Wells Fargo Company 2002 - 2006
A.G. Edwards 1997 - 2002
Skills
Capital Markets, Portfolio Management, Equities, Financial Analysis, Finance, Strategy, Hedge Funds, Financial Services, Equity Research, Asset Allocation, Analysis, Trading, Loans, Leadership, Options, Budgets, Strategic Planning, Series 7, Financial Modeling, Investments, Valuation, Wealth Management, Securities, Asset Management, Investment Advisory
Education
Truman State University 1993 — 1997
BS, Finance
St. Pius X
Jonathan Millman's Wells Fargo Advisors Experience May 2012 - Present
Job Vice President Investments | Senior Financial Advisor | PIM Portfolio Manager | Millman Group of Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors May 2012 - Present
Merrill Lynch January 2007 - May 2012
Morgan Stanley Investment Management February 1999 - January 2007
Skills
Technical Analysis, Municipal Bonds, Fixed Income Analysis, Retirement Planning, Qualified Retirement..., College Education..., Business Transition, Multi-generational..., Fixed Income Portfolio..., Portfolio Performance..., Wealth Accumulation..., Investment Strategies, Equity Trading, Equities
Education
State University of New York at Albany 1992 — 1996
Bachelor of Arts (BA), Business, English
Wells Fargo Advisors May 2012 - Present
Merrill Lynch January 2007 - May 2012
Morgan Stanley Investment Management February 1999 - January 2007
Skills
Technical Analysis, Municipal Bonds, Fixed Income Analysis, Retirement Planning, Qualified Retirement..., College Education..., Business Transition, Multi-generational..., Fixed Income Portfolio..., Portfolio Performance..., Wealth Accumulation..., Investment Strategies, Equity Trading, Equities
Education
State University of New York at Albany 1992 — 1996
Bachelor of Arts (BA), Business, English
J C Turban's Wells Fargo Advisors Experience August 2008 - November 2013
Job Senior Vice President Investments at Mora Wealth Management
Industry Financial Services
Experience
Mora Wealth Management November 2013 - Present
Wells Fargo Advisors August 2008 - November 2013
Merrill Lynch November 1999 - August 2008
UBS August 1995 - August 1999
UBS January 1992 - August 1995
Nestle de Colombia Sa October 1990 - July 1991
Nestle de Colombia Sa May 1989 - October 1990
Nestle de Colombia January 1988 - May 1989
Nestle September 1987 - January 1988
Skills
Investments, Portfolio Management, Alternative Investments, Banking, Series 7, Bonds, Asset Management, Business Strategy, New Business Development, Fixed Income, Strategic Planning, Equities, Investment Banking, ETFs, Trading, Hedge Funds, Uniform Combined State..., Serie 66, Fixed Annuities, Variable Annuities, NMLS Licensed, Wealth Management, Marketing Management, Asset Allocation, Mutual Funds, Securities, Finance, Financial Services, Strategy
Education
Universidad Iberoamericana, Ciudad de México 1997 — 1999
Master of Business Administration - MBA, International Finance, MBA
University of Paris I: Panthéon-Sorbonne 1985 — 1986
Licence, Licence Es Sciences Economiques
The Uniform Combined State Law Examination , Series 66 2000 — 2000
The Uniform Combined State Law Examination , Series 66, Series 63 and Series 65 nvestment professional to qualify for registration as an Investment Advisor, Serie 66
General Securities Representative Exam, Series 7 2000 — 2000
General Securities Representative Exam, Series 7, broker-dealer, Serie 7
Variable and life annuity insurance license 2008 — 2008
Variable and life annuity insurance license, Variable, fixed and life insurnace
Mortgage Loan Originator 2013 — 2013
Mortgage Loan Originator, Mortgage Loans, NMLS 1018364
Université Panthéon Assas (Paris II) 1982 — 1986
DEUG, DEUG Es Sciences Economiques
Lycée Français Jean Mermoz -Buenos Aires Argentine 1976 — 1981
Bachalauréat série économie, Economics
Mora Wealth Management November 2013 - Present
Wells Fargo Advisors August 2008 - November 2013
Merrill Lynch November 1999 - August 2008
UBS August 1995 - August 1999
UBS January 1992 - August 1995
Nestle de Colombia Sa October 1990 - July 1991
Nestle de Colombia Sa May 1989 - October 1990
Nestle de Colombia January 1988 - May 1989
Nestle September 1987 - January 1988
Skills
Investments, Portfolio Management, Alternative Investments, Banking, Series 7, Bonds, Asset Management, Business Strategy, New Business Development, Fixed Income, Strategic Planning, Equities, Investment Banking, ETFs, Trading, Hedge Funds, Uniform Combined State..., Serie 66, Fixed Annuities, Variable Annuities, NMLS Licensed, Wealth Management, Marketing Management, Asset Allocation, Mutual Funds, Securities, Finance, Financial Services, Strategy
Education
Universidad Iberoamericana, Ciudad de México 1997 — 1999
Master of Business Administration - MBA, International Finance, MBA
University of Paris I: Panthéon-Sorbonne 1985 — 1986
Licence, Licence Es Sciences Economiques
The Uniform Combined State Law Examination , Series 66 2000 — 2000
The Uniform Combined State Law Examination , Series 66, Series 63 and Series 65 nvestment professional to qualify for registration as an Investment Advisor, Serie 66
General Securities Representative Exam, Series 7 2000 — 2000
General Securities Representative Exam, Series 7, broker-dealer, Serie 7
Variable and life annuity insurance license 2008 — 2008
Variable and life annuity insurance license, Variable, fixed and life insurnace
Mortgage Loan Originator 2013 — 2013
Mortgage Loan Originator, Mortgage Loans, NMLS 1018364
Université Panthéon Assas (Paris II) 1982 — 1986
DEUG, DEUG Es Sciences Economiques
Lycée Français Jean Mermoz -Buenos Aires Argentine 1976 — 1981
Bachalauréat série économie, Economics
J. Adam Mitchell's Wells Fargo Advisors Experience March 2013 - Present
Job Performance Analyst II
Industry Financial Services
Experience
Wells Fargo Advisors March 2013 - Present
Wells Fargo Advisors January 2012 - March 2013
Edward Jones April 2011 - December 2011
CC Coaching and Consulting, Inc. February 2003 - August 2010
Aurora Symphony Orchestra July 2004 - July 2007
Great Southern Bank July 1999 - August 2000
Skills
Investments, Mutual Funds, Asset Allocation, Portfolio Management, Valuation, Financial Advisory, Strategic Financial..., Series 7, 401k, Financial Services, Finance, Risk Management, Financial Modeling, Non-profit..., Non-profit Board..., Leadership, Non-profit Leadership, Financial Planning, Retirement Planning, Retirement, Asset Management, Investment Advisory, Wealth Management, Wealth, Investment Strategies, Diversification, Equities, Stocks, Bonds, Securities, Research, Investment Products, Insurance, Annuities, PowerPoint, Word, Team Management, Contact Management, Budget Management, Client Service, Financial Analysis, Customer Service, Microsoft Office, Excel, Series 63, Uniform Combined State..., Management
Education
University of Denver - Daniels College of Business 2008 — 2010
Master of Science in Finance, Investments
Truman State University 1994 — 1998
B.M., Percussion Performance
Salem Senior High School 1990 — 1994
Wells Fargo Advisors March 2013 - Present
Wells Fargo Advisors January 2012 - March 2013
Edward Jones April 2011 - December 2011
CC Coaching and Consulting, Inc. February 2003 - August 2010
Aurora Symphony Orchestra July 2004 - July 2007
Great Southern Bank July 1999 - August 2000
Skills
Investments, Mutual Funds, Asset Allocation, Portfolio Management, Valuation, Financial Advisory, Strategic Financial..., Series 7, 401k, Financial Services, Finance, Risk Management, Financial Modeling, Non-profit..., Non-profit Board..., Leadership, Non-profit Leadership, Financial Planning, Retirement Planning, Retirement, Asset Management, Investment Advisory, Wealth Management, Wealth, Investment Strategies, Diversification, Equities, Stocks, Bonds, Securities, Research, Investment Products, Insurance, Annuities, PowerPoint, Word, Team Management, Contact Management, Budget Management, Client Service, Financial Analysis, Customer Service, Microsoft Office, Excel, Series 63, Uniform Combined State..., Management
Education
University of Denver - Daniels College of Business 2008 — 2010
Master of Science in Finance, Investments
Truman State University 1994 — 1998
B.M., Percussion Performance
Salem Senior High School 1990 — 1994
James B. White's Wells Fargo Advisors Experience July 1997 - Present
Job First Vice PresidentInvestments at Wells Fargo Advisors, AAMS
Industry Financial Services
Experience
Wells Fargo Advisors July 1997 - Present
Education
United States Military Academy at West Point 1976 — 1980
BS, General Studies
Wells Fargo Advisors July 1997 - Present
Education
United States Military Academy at West Point 1976 — 1980
BS, General Studies
Mary Katherine Hoskins, PMP's Wells Fargo Advisors Experience 2014 - Present
Job Experienced Project Manager
Industry Financial Services
Experience
Wells Fargo Advisors 2014 - Present
Signature Consultants 2013 - March 2014
Genworth Financial January 2011 - May 2012
Genworth Financial February 2009 - January 2011
Genworth Financial March 2008 - February 2009
Genworth Financial February 2007 - March 2008
Skills
Process Improvement, Leadership, Business Analysis, Cross-functional Team..., Project Management, Insurance, Training, Change Management, Analysis, SDLC, PMO, PMP, Operations Management, Team Building, Team Facilitation, Brainstorm Facilitation, Project Planning, Documentations, Communication, Organization, Building Relationships, New Product..., Project Coordination, Software Project..., SharePoint, Project Delivery, Management, IT Strategy
Education
University of Mary Washington 2001 — 2005
Bachelor of Science (B.S.), Business Administration
Universidad de Deusto 2004 — 2004
Spanish Language and Literature
Wells Fargo Advisors 2014 - Present
Signature Consultants 2013 - March 2014
Genworth Financial January 2011 - May 2012
Genworth Financial February 2009 - January 2011
Genworth Financial March 2008 - February 2009
Genworth Financial February 2007 - March 2008
Skills
Process Improvement, Leadership, Business Analysis, Cross-functional Team..., Project Management, Insurance, Training, Change Management, Analysis, SDLC, PMO, PMP, Operations Management, Team Building, Team Facilitation, Brainstorm Facilitation, Project Planning, Documentations, Communication, Organization, Building Relationships, New Product..., Project Coordination, Software Project..., SharePoint, Project Delivery, Management, IT Strategy
Education
University of Mary Washington 2001 — 2005
Bachelor of Science (B.S.), Business Administration
Universidad de Deusto 2004 — 2004
Spanish Language and Literature
Marla Heyduck's Wells Fargo Advisors Experience November 2014 - Present
Job PCG Administration Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors November 2014 - Present
Wells Fargo Advisors April 2010 - November 2014
Wells Fargo Advisors July 2008 - April 2010
Kiefer Bonfanti & Co. LLP September 2006 - June 2008
BKD, LLP January 2005 - August 2006
Edward Jones June 2002 - August 2004
Education
University of Missouri-Saint Louis 1998 — 2002
MBA, Business Adminstration
Truman State University 1993 — 1997
BS, Business Adminstration
Wells Fargo Advisors November 2014 - Present
Wells Fargo Advisors April 2010 - November 2014
Wells Fargo Advisors July 2008 - April 2010
Kiefer Bonfanti & Co. LLP September 2006 - June 2008
BKD, LLP January 2005 - August 2006
Edward Jones June 2002 - August 2004
Education
University of Missouri-Saint Louis 1998 — 2002
MBA, Business Adminstration
Truman State University 1993 — 1997
BS, Business Adminstration
Yhadi Mercado's Wells Fargo Advisors Experience January 2010 - January 2012
Job Sr Registered Client Associate Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
RBC Wealth Management June 2013 - January 2015
UBS Financial Services, UBS International January 2012 - June 2013
Wells Fargo Advisors January 2010 - January 2012
Latam Investments, LLC January 2009 - January 2010
Intercam Securities December 2008 - July 2009
Capital Growth Financial Corporation November 2007 - May 2008
vFinance 2002 - 2007
Global Partners August 2001 - November 2002
OMS May 1999 - July 2001
Skills
Asset Management, Account Reconciliation, Accounting, Banking, Customer Service, Emerging Markets, Equities, Financial Analysis, Financial Services, Management, Fixed Income, Sales, Securities, Series 7, Trading, Wealth Management, Back Office, Budgets
Education
Universidad Interamericana de Puerto Rico 1993 — 1996
Bachelor of Business Administration (B.B.A.), Business Administration - Accounting
Universidad de Puerto Rico 1988 — 1991
Associate of Arts (A.A.), Literature and Drama
Colegio Santiago Apostol 1975 — 1988
high school, High School/Secondary Diplomas and Certificates
Morgan Stanley January 2015 - Present
RBC Wealth Management June 2013 - January 2015
UBS Financial Services, UBS International January 2012 - June 2013
Wells Fargo Advisors January 2010 - January 2012
Latam Investments, LLC January 2009 - January 2010
Intercam Securities December 2008 - July 2009
Capital Growth Financial Corporation November 2007 - May 2008
vFinance 2002 - 2007
Global Partners August 2001 - November 2002
OMS May 1999 - July 2001
Skills
Asset Management, Account Reconciliation, Accounting, Banking, Customer Service, Emerging Markets, Equities, Financial Analysis, Financial Services, Management, Fixed Income, Sales, Securities, Series 7, Trading, Wealth Management, Back Office, Budgets
Education
Universidad Interamericana de Puerto Rico 1993 — 1996
Bachelor of Business Administration (B.B.A.), Business Administration - Accounting
Universidad de Puerto Rico 1988 — 1991
Associate of Arts (A.A.), Literature and Drama
Colegio Santiago Apostol 1975 — 1988
high school, High School/Secondary Diplomas and Certificates
Miguel Alveaca's Wells Fargo Advisors Experience July 2007 - May 2011
Job Sr.Software Engineer(.NET, JAVA & Cache/Epic Web Services)
Industry Information Technology and Services
Experience
Kelsey-Seybold Clinic October 2013 - July 2015
Harris Corporation June 2011 - October 2013
Harris Corporation June 2012 - September 2013
Wells Fargo Advisors July 2007 - May 2011
TelQuest International December 2002 - July 2007
INTERNATIONAL INTERCONNECT Inc November 2001 - December 2002
PDVSA Petroleos de Venezuela S.A. January 1997 - August 2001
Skills
XML, Web Services, Microsoft SQL Server, Scrum, C#, .NET, JavaScript, Databases, Tomcat, ASP.NET, Web Applications, Visual Studio
Education
Universidad Bicentenaria de Aragua 1992 — 1996
BS, Software Engineer
Kelsey-Seybold Clinic October 2013 - July 2015
Harris Corporation June 2011 - October 2013
Harris Corporation June 2012 - September 2013
Wells Fargo Advisors July 2007 - May 2011
TelQuest International December 2002 - July 2007
INTERNATIONAL INTERCONNECT Inc November 2001 - December 2002
PDVSA Petroleos de Venezuela S.A. January 1997 - August 2001
Skills
XML, Web Services, Microsoft SQL Server, Scrum, C#, .NET, JavaScript, Databases, Tomcat, ASP.NET, Web Applications, Visual Studio
Education
Universidad Bicentenaria de Aragua 1992 — 1996
BS, Software Engineer
Robert Hanlon, CRPC, AWMA's Wells Fargo Advisors Experience April 1992 - Present
Job First Vice President Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors April 1992 - Present
Skills
Investments, Retirement Planning, Asset Allocation, Mutual Funds, Investment Advisory, Alternative Investments, Securities, Fixed Income, Equities, Investment Strategies, Retirement, Credit, Financial Advisory
Education
Truman State University 1971 — 1975
Finance
Wells Fargo Advisors April 1992 - Present
Skills
Investments, Retirement Planning, Asset Allocation, Mutual Funds, Investment Advisory, Alternative Investments, Securities, Fixed Income, Equities, Investment Strategies, Retirement, Credit, Financial Advisory
Education
Truman State University 1971 — 1975
Finance
Daniel Schisler's Wells Fargo Advisors Experience May 2013 - Present
Job Surveillance Complaince Officer
Industry Financial Services
Experience
Wells Fargo Advisors May 2013 - Present
Wells Fargo Advisers March 2010 - April 2013
Stifel Nicolaus March 2008 - March 2010
Skills
Series 7, Series 66, Series 24, Series 9, Series 10, Series 3, Securities, Mutual Funds, Investments, Uniform Combined State..., Microsoft Excel, Customer Service, PowerPoint, Analysis, Process Improvement, Management
Education
Truman State University 2002 — 2006
Bachelor of Science (B.S.), Business, Finance
Wells Fargo Advisors May 2013 - Present
Wells Fargo Advisers March 2010 - April 2013
Stifel Nicolaus March 2008 - March 2010
Skills
Series 7, Series 66, Series 24, Series 9, Series 10, Series 3, Securities, Mutual Funds, Investments, Uniform Combined State..., Microsoft Excel, Customer Service, PowerPoint, Analysis, Process Improvement, Management
Education
Truman State University 2002 — 2006
Bachelor of Science (B.S.), Business, Finance
Winston Clinton MBA's Wells Fargo Advisors Experience February 2004 - March 2008
Job VP, CRE / Servicing
Industry Commercial Real Estate
Experience
California Credit Union June 2008 - Present
Wells Fargo Advisors February 2004 - March 2008
Huntington Browne 2001 - 2003
Summit Bank March 1998 - August 2001
Merrill Lynch September 1994 - December 1997
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Commercial Credit..., Credit Workouts, Marketing Strategy, Microsoft Word, Risk Management, Credit Analysis, Project Planning, Commercial Banking, Financial Analysis, Foreclosures, Bankruptcy, Real Estate Economics, Commercial Real Estate, Commercial Real Estate..., Real Estate Financing, Commercial Leasing, Commercial Lending, New Business Development, Strategic Planning, Microsoft Excel, Portfolio Management, Mortgage Lending, Asset Management, Loan Origination, Loans, Finance
Education
American InterContinental University
Master of Business Administration (MBA), Accounting & Finance
Tuskegee University 1990 — 1994
BA
California Credit Union June 2008 - Present
Wells Fargo Advisors February 2004 - March 2008
Huntington Browne 2001 - 2003
Summit Bank March 1998 - August 2001
Merrill Lynch September 1994 - December 1997
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Commercial Credit..., Credit Workouts, Marketing Strategy, Microsoft Word, Risk Management, Credit Analysis, Project Planning, Commercial Banking, Financial Analysis, Foreclosures, Bankruptcy, Real Estate Economics, Commercial Real Estate, Commercial Real Estate..., Real Estate Financing, Commercial Leasing, Commercial Lending, New Business Development, Strategic Planning, Microsoft Excel, Portfolio Management, Mortgage Lending, Asset Management, Loan Origination, Loans, Finance
Education
American InterContinental University
Master of Business Administration (MBA), Accounting & Finance
Tuskegee University 1990 — 1994
BA
Jeffrey Walton's Wells Fargo Advisors Experience June 2010 - August 2010
Job Financial Analyst at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs June 2012 - Present
S3 Partners, LLC June 2011 - August 2011
Wells Fargo Advisors June 2010 - August 2010
Education
University of Pennsylvania 2008 — 2012
BA (Magna Cum Laude), Economics
University College London, U. of London 2010 — 2010
Economics
Goldman Sachs June 2012 - Present
S3 Partners, LLC June 2011 - August 2011
Wells Fargo Advisors June 2010 - August 2010
Education
University of Pennsylvania 2008 — 2012
BA (Magna Cum Laude), Economics
University College London, U. of London 2010 — 2010
Economics
Rodney C. Thornton's Wells Fargo Advisors Experience September 2009 - October 2010
Job Experience Business Advisor, CPA, and Partner at Carr, Riggs & Ingram, LLC
Industry Accounting
Experience
Carr, Riggs & Ingram, LLC October 2012 - Present
Carr, Riggs & Ingram, LLC October 2010 - October 2012
Wells Fargo Advisors September 2009 - October 2010
Brunson, Wilkerson, Bowden & Associates, P.C. August 2005 - September 2009
Education
Troy University 2000 — 2005
M.B.A., Accounting
Enterprise High School
Carr, Riggs & Ingram, LLC October 2012 - Present
Carr, Riggs & Ingram, LLC October 2010 - October 2012
Wells Fargo Advisors September 2009 - October 2010
Brunson, Wilkerson, Bowden & Associates, P.C. August 2005 - September 2009
Education
Troy University 2000 — 2005
M.B.A., Accounting
Enterprise High School
Daniel Akono's Wells Fargo Advisors Experience November 2013 - Present
Job Application System Engineer at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors November 2013 - Present
Infor Global Solutions (Formerly GEAC, JBA, Runtime) July 2010 - October 2013
THALES ALENIA SPACE 2009 - 2009
The London Satellite Exchange (LSE) 2008 - 2008
Skills
Spring, Java Enterprise Edition, Hibernate, Tomcat, Eclipse, Web Services, Ant, JUnit, XML, JSP, Java, Agile Methodologies, Maven, Subversion, SOA, Software Development, Struts, Servlets, SQL, UML, Satellite Communications, Spring Framework
Education
Université Paul Sabatier (Toulouse III)
Master's degree, Computer Science, Computer Systems Networking and Telecommunications, Graduated with honors
Wells Fargo Advisors November 2013 - Present
Infor Global Solutions (Formerly GEAC, JBA, Runtime) July 2010 - October 2013
THALES ALENIA SPACE 2009 - 2009
The London Satellite Exchange (LSE) 2008 - 2008
Skills
Spring, Java Enterprise Edition, Hibernate, Tomcat, Eclipse, Web Services, Ant, JUnit, XML, JSP, Java, Agile Methodologies, Maven, Subversion, SOA, Software Development, Struts, Servlets, SQL, UML, Satellite Communications, Spring Framework
Education
Université Paul Sabatier (Toulouse III)
Master's degree, Computer Science, Computer Systems Networking and Telecommunications, Graduated with honors
Timothy Kelbaugh's Wells Fargo Advisors Experience February 2009 - Present
Job Financial Advisor, CFP® at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors February 2009 - Present
Smith Barney February 1993 - February 2009
Education
Towson University 1989 — 1993
BS, Business
Wells Fargo Advisors February 2009 - Present
Smith Barney February 1993 - February 2009
Education
Towson University 1989 — 1993
BS, Business
Donghui (Jane) Zhao's Wells Fargo Advisors Experience January 2015 - May 2015
Job MS Quantitative Finance Student at Washington University in St. Louis
Industry Financial Services
Experience
Washington University Investment Management Company September 2015 - Present
Fidelity Investments June 2015 - August 2015
Wells Fargo Advisors January 2015 - May 2015
Olin Business School September 2014 - May 2015
Olin Business School August 2014 - May 2015
Avondale Partners January 2015 - April 2015
Bank of Communications Limited June 2014 - July 2014
Bain & Company September 2013 - January 2014
China Universal Asset Management May 2013 - September 2013
China Nickel Resources Holdings Company Limited January 2013 - January 2013
Education
Washington University in St. Louis 2014 — 2015
Master's Degree
Tsinghua University 2013 — 2014
Exchange student in School of Economics & Management (SEM)
University of Wisconsin-Madison 2012 — 2014
Bachelor of Science (BS)
University of International Business and Economics 2009 — 2012
Zhengzhou Foreign Language School 2006 — 2009
Washington University Investment Management Company September 2015 - Present
Fidelity Investments June 2015 - August 2015
Wells Fargo Advisors January 2015 - May 2015
Olin Business School September 2014 - May 2015
Olin Business School August 2014 - May 2015
Avondale Partners January 2015 - April 2015
Bank of Communications Limited June 2014 - July 2014
Bain & Company September 2013 - January 2014
China Universal Asset Management May 2013 - September 2013
China Nickel Resources Holdings Company Limited January 2013 - January 2013
Education
Washington University in St. Louis 2014 — 2015
Master's Degree
Tsinghua University 2013 — 2014
Exchange student in School of Economics & Management (SEM)
University of Wisconsin-Madison 2012 — 2014
Bachelor of Science (BS)
University of International Business and Economics 2009 — 2012
Zhengzhou Foreign Language School 2006 — 2009
Wilton Mejia's Wells Fargo Advisors Experience July 2015 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors July 2015 - Present
J.P. Morgan May 2015 - July 2015
JP MORGAN SECURITIES LLC April 2010 - May 2015
CHASE INVESTMENT SERVICES CORP 2007 - April 2010
Maxim Group 2005 - 2007
Education
University at Buffalo 2000 — 2005
BA, International Business and World Trade
Fordham Preparatory School 1996 — 2000
Wells Fargo Advisors July 2015 - Present
J.P. Morgan May 2015 - July 2015
JP MORGAN SECURITIES LLC April 2010 - May 2015
CHASE INVESTMENT SERVICES CORP 2007 - April 2010
Maxim Group 2005 - 2007
Education
University at Buffalo 2000 — 2005
BA, International Business and World Trade
Fordham Preparatory School 1996 — 2000
Paul Rodino's Wells Fargo Advisors Experience April 2011 - Present
Job Wells Fargo Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors April 2011 - Present
Education
Trinity International University 1993 — 1995
UIC
Wells Fargo Advisors April 2011 - Present
Education
Trinity International University 1993 — 1995
UIC
Cynthia Mindo's Wells Fargo Advisors Experience May 2013 - July 2013
Job Financial Services Professional
Industry Financial Services
Experience
BNY Mellon May 2014 - November 2014
Wells Fargo Advisors May 2013 - July 2013
JPMorgan Chase June 2009 - December 2010
JPMorgan Chase November 2007 - June 2009
PGB Trust & Investments April 2004 - October 2007
Ryan Beck & Co. 1984 - 1988
Ryan Beck & Co. 1984 - 1988
Skills
Microsoft Office, Lotus Notes, Outlook, Excel, Word, PowerPoint, Streetscapes, SEI, AMTRUST, OMNI, Workstations, Bloomberg, Investments, Microsoft Word, Microsoft Excel, Investment Advisory, Estate Planning, Customer Service, Financial Analysis, High Net Worth..., Trading, Series 7, Wealth Management, Alternative Investments, Asset Allocation, Asset Management, Banking, Credit, Equities, Financial Planning, Fixed Income, Hedge Funds, Management, Mutual Funds, Portfolio Management, Risk Management, Securities
Education
Union County College
BNY Mellon May 2014 - November 2014
Wells Fargo Advisors May 2013 - July 2013
JPMorgan Chase June 2009 - December 2010
JPMorgan Chase November 2007 - June 2009
PGB Trust & Investments April 2004 - October 2007
Ryan Beck & Co. 1984 - 1988
Ryan Beck & Co. 1984 - 1988
Skills
Microsoft Office, Lotus Notes, Outlook, Excel, Word, PowerPoint, Streetscapes, SEI, AMTRUST, OMNI, Workstations, Bloomberg, Investments, Microsoft Word, Microsoft Excel, Investment Advisory, Estate Planning, Customer Service, Financial Analysis, High Net Worth..., Trading, Series 7, Wealth Management, Alternative Investments, Asset Allocation, Asset Management, Banking, Credit, Equities, Financial Planning, Fixed Income, Hedge Funds, Management, Mutual Funds, Portfolio Management, Risk Management, Securities
Education
Union County College
Vincent St. Clair's Wells Fargo Advisors Experience November 2008 - October 2011
Job Business Development Manager
Industry Financial Services
Experience
Murphy & Associates (An Ameriprise Private Wealth Advisory Practice) April 2012 - Present
Wells Fargo Advisors November 2008 - October 2011
Wells Fargo Advisors June 2007 - November 2008
Ameriprise Financial Services, Inc. February 2006 - 2007
ING (WSSI) 2000 - 2002
Skills
Series 7, Securities, Mutual Funds, Equities, Series 63, Wealth Management, Retirement, Investments, Fixed Annuities, Trading, FINRA, Retirement Planning, Portfolio Management, Financial Services, Options
Education
Trinity University 1982 — 1986
BA, English & Politica Science
Univeristy of Natal/Pietermaritzburg 1985 — 1985
Bachelor of Arts (BA), English Language and Literature, General
Murphy & Associates (An Ameriprise Private Wealth Advisory Practice) April 2012 - Present
Wells Fargo Advisors November 2008 - October 2011
Wells Fargo Advisors June 2007 - November 2008
Ameriprise Financial Services, Inc. February 2006 - 2007
ING (WSSI) 2000 - 2002
Skills
Series 7, Securities, Mutual Funds, Equities, Series 63, Wealth Management, Retirement, Investments, Fixed Annuities, Trading, FINRA, Retirement Planning, Portfolio Management, Financial Services, Options
Education
Trinity University 1982 — 1986
BA, English & Politica Science
Univeristy of Natal/Pietermaritzburg 1985 — 1985
Bachelor of Arts (BA), English Language and Literature, General
Elan Michael's Wells Fargo Advisors Experience Financial Advisor at Wells Fargo Advisors, LLCWells Fargo AdvisorsApril 2011 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors Financial Advisor at Wells Fargo Advisors, LLCWells Fargo AdvisorsApril 2011 - Present
Morgan Stanley Smith Barney June 2007 - June 2009
Education
University at Albany 2003 — 2007
BS, Business
Wells Fargo Advisors Financial Advisor at Wells Fargo Advisors, LLCWells Fargo AdvisorsApril 2011 - Present
Morgan Stanley Smith Barney June 2007 - June 2009
Education
University at Albany 2003 — 2007
BS, Business
Steven Muratschew's Wells Fargo Advisors Experience January 2009 - June 2010
Job Regional Coordinator (RIA/Consultants/Trusts Channel) at Prudential Investments
Industry Financial Services
Experience
Prudential Investments November 2012 - Present
Prudential Investments June 2010 - Present
Wells Fargo Advisors January 2009 - June 2010
Sanofi-Aventis December 2007 - January 2009
Merrill Lynch/ First Franklin March 2007 - December 2007
GE Money Bank March 2004 - March 2007
Skills
Series 7, Mutual Funds, Retirement Planning, Investments, Series 6, Series 63, Retirement, Asset Management, 401k, Banking, Investment Strategies, Sales Presentations, Credit, Securities, Wealth Management
Education
Towson University 1996 — 2001
B.S, Marketing/Economics
Towson University
Bachelor of Applied Science (BASc), Marketing
Prudential Investments November 2012 - Present
Prudential Investments June 2010 - Present
Wells Fargo Advisors January 2009 - June 2010
Sanofi-Aventis December 2007 - January 2009
Merrill Lynch/ First Franklin March 2007 - December 2007
GE Money Bank March 2004 - March 2007
Skills
Series 7, Mutual Funds, Retirement Planning, Investments, Series 6, Series 63, Retirement, Asset Management, 401k, Banking, Investment Strategies, Sales Presentations, Credit, Securities, Wealth Management
Education
Towson University 1996 — 2001
B.S, Marketing/Economics
Towson University
Bachelor of Applied Science (BASc), Marketing
Patrick Rinaldi's Wells Fargo Advisors Experience May 2012 - February 2013
Job Financial Analyst at TXU Energy
Industry Utilities
Experience
TXU Energy January 2015 - Present
TXU Energy January 2014 - December 2014
TXU Energy July 2013 - December 2013
Mission Honduras May 2011 - May 2013
Hernandez Consulting February 2013 - April 2013
Wells Fargo Advisors May 2012 - February 2013
Skills
VBA, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, SAS, SQL, Fundraising, Research, Finance, Leadership
Education
Tulane University - A.B. Freeman School of Business 2009 — 2013
Bachelor of Science in Management, Finance and Mathematics, 3.75
TXU Energy January 2015 - Present
TXU Energy January 2014 - December 2014
TXU Energy July 2013 - December 2013
Mission Honduras May 2011 - May 2013
Hernandez Consulting February 2013 - April 2013
Wells Fargo Advisors May 2012 - February 2013
Skills
VBA, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, SAS, SQL, Fundraising, Research, Finance, Leadership
Education
Tulane University - A.B. Freeman School of Business 2009 — 2013
Bachelor of Science in Management, Finance and Mathematics, 3.75
Jaimal Hayes's Wells Fargo Advisors Experience August 2010 - January 2011
Job Compliance Analyst at Genworth Financial
Industry Insurance
Experience
Genworth Financial July 2011 - Present
Sun Trust Investment Services January 2011 - July 2011
Wells Fargo Advisors August 2010 - January 2011
Education
United Theological Seminary 2009 — 2010
Preaching & Leadership
Virginia Union University 1997 — 2000
Masters of Divinity, Theology
University of Mary Washington 1990 — 1994
Bachelor of Arts, Economics
Genworth Financial July 2011 - Present
Sun Trust Investment Services January 2011 - July 2011
Wells Fargo Advisors August 2010 - January 2011
Education
United Theological Seminary 2009 — 2010
Preaching & Leadership
Virginia Union University 1997 — 2000
Masters of Divinity, Theology
University of Mary Washington 1990 — 1994
Bachelor of Arts, Economics
Brian Grasso's Wells Fargo Advisors Experience
Job Underwriter at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors
Skills
Mortgage Lending, Risk Management
Education
Truman State University
Bachelor's degree, Business Administration and Management, General
Wells Fargo Advisors
Skills
Mortgage Lending, Risk Management
Education
Truman State University
Bachelor's degree, Business Administration and Management, General
Shirley Meyer's Wells Fargo Advisors Experience January 2012 - June 2012
Job Registered Sales Assistant at Currently Unemployed
Industry Financial Services
Experience
Currently Unemployed June 2012 - Present
Wells Fargo Advisors January 2012 - June 2012
A.G. Edwards January 1990 - May 2004
Skills
Series 7,6,63 &...
Education
Tulsa Community College 1989 — 1990
N/A
Hancock 1968 — 1971
Business
Currently Unemployed June 2012 - Present
Wells Fargo Advisors January 2012 - June 2012
A.G. Edwards January 1990 - May 2004
Skills
Series 7,6,63 &...
Education
Tulsa Community College 1989 — 1990
N/A
Hancock 1968 — 1971
Business
John Meacham's Wells Fargo Advisors Experience October 2000 - April 2010
Job Independent Business Development Consultant
Industry Medical Devices
Experience
Self-employed September 2012 - Present
Chapin Davis Investments April 2010 - September 2012
Wells Fargo Advisors October 2000 - April 2010
Baker Watts, Paine Webber, Smith Barney, Dean Witter November 1980 - October 2000
Skills
Direct Sales, Consultants, Financial Analysis, Strategic Financial..., Business Strategy, Strategic Planning, Sales Management, Key Account Development, Key Account Management
Education
Trinity College-Hartford 1969 — 1973
Bachelor's degree, Psychology
Self-employed September 2012 - Present
Chapin Davis Investments April 2010 - September 2012
Wells Fargo Advisors October 2000 - April 2010
Baker Watts, Paine Webber, Smith Barney, Dean Witter November 1980 - October 2000
Skills
Direct Sales, Consultants, Financial Analysis, Strategic Financial..., Business Strategy, Strategic Planning, Sales Management, Key Account Development, Key Account Management
Education
Trinity College-Hartford 1969 — 1973
Bachelor's degree, Psychology
Starwood Hotels & Resorts Worldwide, Inc.
Wells Fargo Advisors, LLC
Raytheon Missile Systems
Starwood Hotels & Resorts
Wachovia Securities, LLC
Carestream Health
Pershing
NEC Corporation of America