Wells Fargo Advisors

Industry: Subsidiary

Description

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

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

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

Wells Fargo Advisors Employees

Employee
Years
Job
Industry
Jermaine McFarquhar Jermaine McFarquhar Charlotte, North Carolina Area Details
Jermaine McFarquhar's Wells Fargo Advisors Experience January 2015 - Present
Job Internal Advisory Consultant
Industry Financial Services
Experience
Wells Fargo Advisors   January 2015 - Present
MetLife  July 2013 - November 2014
Wells Fargo Advisors   2011 - 2013
Wells Fargo  2009 - 2011
Chase  2006 - 2009
Washington Mutual  2005 - 2006

Skills
Insurance, Mutual Funds, Retirement Planning, Investments, Series 63, Fixed Annuities, Wealth Management, Life Insurance, Series 6, Sales, Investment Strategies, Relationship Management

Education
University of Bridgeport
Business and Finance

Westchester Community College

Mera Tawfik-Oshana Mera Tawfik-Oshana San Francisco Bay Area Details
Mera Tawfik-Oshana's Wells Fargo Advisors Experience December 2007 - February 2011
Job Financial Advisor, VP at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  June 2015 - Present
Mtn View/Los Altos   2011 - June 2015
Wells Fargo Advisors   December 2007 - February 2011

Skills
Strategy, Strategic Financial..., Retirement Planning, Portfolio Management, Financial Services, Financial Analysis, Finance, Due Diligence, Business Analysis, Mergers, Estate Planning, Wealth Management, Mergers & Acquisitions

Education
University of California, Davis
International Relations/Economics

Luke Pham Luke Pham Orange County, California Area Details
Luke Pham's Wells Fargo Advisors Experience March 2012 - July 2012
Job Executive Recruiter at CyberCoders
Industry Staffing and Recruiting
Experience
CyberCoders  October 2014 - Present
Workbridge Associates  July 2012 - August 2014
Wells Fargo Advisors   March 2012 - July 2012
StingyCampus   June 2011 - August 2011

Skills
Music Editing, Video Editing, Internet Recruiting, Technical Recruiting, Leadership, Mentoring, Building Relationships, Teamwork, Editing, .NET, C#, SQL, Performing Arts, Karate, Process Improvement, Temporary Placement, Databases, Business Development, Business Intelligence, Applicant Tracking..., Staffing Services, Interviews, Staff Augmentation, Benefits Negotiation, Contract Recruitment, College Recruiting, Permanent Placement, Sourcing, Talent Acquisition, Recruiting

Education
University of California, Irvine   2008 — 2012
BA, Business Economics

Pittsburg High School   2004 — 2008

Samuel Leung Samuel Leung Diamond Bar, California Details
Samuel Leung's Wells Fargo Advisors Experience 2013 - 2014
Job Private Tutor at Self
Industry Financial Services
Experience
Self  2009 - Present
Wells Fargo Advisors   2013 - 2014

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, HTML, Efficent

Education
University of California, Irvine   2009 — 2013
Bachelor of Science (B.S.), Chemistry

Diamond Bar High School   2006 — 2009
High School Degree

Cameron Middleton Cameron Middleton Redding, California Details
Cameron Middleton's Wells Fargo Advisors Experience January 2014 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   January 2014 - Present

Skills
Community Outreach, Event Planning, Fundraising, Social Media, Public Speaking, Volunteer Management, Media Relations, Public Relations, Social Media Marketing, Nonprofits, Politics, Strategic Communications, Event Management, Social Networking, Facebook, Customer Service, Marketing, Microsoft Office, Team Building

Education
University of California, Berkeley   1997 — 2003
Political Economics

Coyn Mateer Coyn Mateer Dallas, Texas Details
Coyn Mateer's Wells Fargo Advisors Experience June 2011 - July 2011
Job Associate at Allegiance Capital Corporation
Industry Financial Services
Experience
Allegiance Capital Corporation  September 2014 - Present
Allegiance Capital  February 2013 - September 2014
UA Culverhouse Investment Management Group   August 2010 - December 2012
Allegiance Capital  June 2012 - August 2012
Wells Fargo Advisors   June 2011 - July 2011
Wells Fargo Advisors   May 2010 - July 2010
About Thyme Catering  August 2008 - May 2010

Skills
Financial Modeling, Financial Analysis, Investments, Portfolio Management, Microsoft Excel, Presentations, Quantitative Risk..., Valuation, Team Building, Team Leadership, Analysis, Finance, Accounting, Mergers & Acquisitions, Private Equity, Corporate Finance, Financial Structuring, Buyouts, Investment Banking, Oil & Gas Industry, Bloomberg Terminal

Education
University of Alabama   2008 — 2012
Finance and Accounting

Jeffery Todd Jeffery Todd Anchorage, Alaska Details
Jeffery Todd's Wells Fargo Advisors Experience 1998 - Present
Job First Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors   1998 - Present

Skills
401k Rollovers, Asset Allocation, Estate Investment..., Fixed-Income Strategies, Investment Strategies, Retirement Planning, Retirement Savings, Securities, Tax-Efficient Strategies, Wealth Preservation...

Education
University of Alaska Fairbanks   1986 — 1990
Bachelor's Degree

Kodiak High School

Patrick Guinet, CIMA Patrick Guinet, CIMA Irvine, California Details
Patrick Guinet, CIMA's Wells Fargo Advisors Experience 1994 - Present
Job Managing Director Investments
Industry Financial Services
Experience
Guinet and Nguyen Wealth Advisory Group of Wells Fargo Advisors   November 1994 - Present
Wells Fargo Advisors   1994 - Present

Education
University of California, Irvine   1978 — 1983
Bachelor of Arts (B.A.), Economics

Ashley Helgans Ashley Helgans Alamo, California Details
Ashley Helgans's Wells Fargo Advisors Experience May 2012 - August 2012
Job Citibank
Industry Financial Services
Experience
Citi  June 2014 - Present
Wells Fargo Advisors   May 2012 - August 2012
Nordstrom  June 2010 - January 2012

Skills
Microsoft Excel, R, Microsoft Office, Stata, Research, Analysis, Teamwork, Facebook, Customer Service, Sales, Social Media, Social Networking, Finance, Investments, Market Research, PowerPoint, Financial Analysis, Microsoft Word, Portfolio Management, Valuation, Corporate Finance

Education
UC Berkeley   2010 — 2014
Bachelor's degree, Economics, Senior

Charles B Bailey, III Charles B Bailey, III Mobile, Alabama Area Details
Charles B Bailey, III's Wells Fargo Advisors Experience December 2005 - Present
Job Senior Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   December 2005 - Present
Legg Mason Wood Walker Inc.  May 2001 - December 2005
Morgan Keegan & Co., Inc.   January 1986 - May 2001

Skills
Investments, Banking, 401k, Wealth Management, Insurance, Mutual Funds, Estate Planning, Series 7, Retirement Planning, Due Diligence, Employee Benefits, Fixed Annuities, Series 63, Asset Allocation, Securities, Financial Advisory, Finance

Education
University of Alabama   1978 — 1982
Bachelors Degree, Business Administration

Kelly Andrews Bevis Kelly Andrews Bevis Fort Worth, Texas Details
Kelly Andrews Bevis's Wells Fargo Advisors Experience April 1995 - Present
Job Associate Vice PresidentInvestments, Senior Institutional Consultant The Alpha Consulting Group of Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   April 1995 - Present

Education
University of Alabama   1990 — 1994
Bachelor of Business Administration (BBA), Finance, General

Dmitry Zotman Dmitry Zotman Greater Los Angeles Area Details
Dmitry Zotman's Wells Fargo Advisors Experience 2008 - 2012
Job National Marketing Manager at SnapFiesta Inc.
Industry Events Services
Experience
SnapFiesta Inc.   March 2012 - Present
Wells Fargo Bank  2008 - January 2012
Wells Fargo Advisors   2008 - 2012

Skills
Financial Services, Loans, Credit, Mortgage Lending, Banking, Small Business Lending, Commercial Lending, Credit Analysis, Consumer Lending, Series 7, Commercial Banking, Loan Origination, Portfolio Management, Series 63, Investments

Education
UC Davis   2002 — 2007
History, Economics

Tate Noojin Tate Noojin Greater Atlanta Area Details
Tate Noojin's Wells Fargo Advisors Experience November 2014 - Present
Job Vice President Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   November 2014 - Present
J.P. Morgan   November 2008 - November 2014
Wachovia Securities Financial Network  August 2001 - November 2008
Morgan Stanley  March 1998 - August 2001

Skills
Series 7, Corporate Finance, Due Diligence, Team Leadership, Asset Allocation, Forecasting, Financial Modeling, Finance, Investments, Wealth Management, Mergers, Wealth Management..., Portfolio Management, Banking, Securities, Investment Advisory, Mutual Funds, Strategic Financial..., Leadership, Equities, Valuation, Financial Analysis, Asset Management, Financial Advisory

Education
University of Alabama   1989 — 1993
Bachelor of Science, Finance

Samantha Luu Samantha Luu Orange County, California Area Details
Samantha Luu's Wells Fargo Advisors Experience April 2012 - June 2013
Job Events and Human Resources Coordinator at Shock Media Group
Industry Human Resources
Experience
Shock Media Group   September 2014 - Present
Medix ™  March 2014 - July 2014
DaVinci Business Graphics   June 2013 - January 2014
Associated Students - UC Irvine  June 2012 - June 2013
Wells Fargo Advisors   April 2012 - June 2013
Associated Students - UC Irvine  August 2011 - June 2012
Associated Students - UC Irvine  September 2010 - June 2012
American Indian Resource Program - UC Irvine   September 2011 - December 2011
University of California Irvine Career Center   September 2010 - June 2011

Skills
Management, Public Speaking, Event Planning, Event Management, Program Management, Recruiting, Human Resources, Social Media, PowerPoint, Facebook, Microsoft Office, Microsoft Word, Social Networking, Microsoft Excel, Social Media Marketing, Community Outreach, Customer Service, Budgets, Marketing, Leadership, Market Research, Research, Time Management, Teamwork, Communication, Mandarin, SPSS, Data Analysis

Education
University of California, Irvine   2009 — 2013
Bachelor of Arts, Business Economics

Piedmont Hills High School

J. Phil Oelze, Jr., CFA J. Phil Oelze, Jr., CFA Scottsdale, Arizona Details
J. Phil Oelze, Jr., CFA's Wells Fargo Advisors Experience April 2014 - Present
Job Financial Advisor, Vice President Investments, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   April 2014 - Present
Wells Fargo Advisors   April 2014 - Present
Wells Fargo's Alternative Strategies Brokerage Services, Inc.   May 2010 - April 2014
Oelzen Capital LLC   July 2009 - May 2010
Hall Capital Partners LLC  July 2008 - June 2009
Citi  September 2006 - March 2008
Avera Global Partners, LP   October 2001 - June 2006
Wells Fargo - Private Client Services  January 2000 - September 2001
Cadinha & Co. Investment Counsel   April 1997 - January 2000
Banc One Investment Advisors  January 1995 - April 1997

Skills
Alternative Investments, Hedge Funds, Equities, Capital Markets, Investments, Private Equity, Fund Of Funds, Business Development, Strategy, Finance, Prime Brokerage, Hedging

Education
CFA - Institute of Chartered Financial Analysts   1994 — 1996
CFA, Chartered Financial Analyst

CMT - Market Technicians Association   2001 — 2003
CMT, Technical Analysis

University of Arizona   1982 — 1986
BA, Economics, Software Engineering

Melinda Roark Melinda Roark Silverdale, Washington Details
Melinda Roark's Wells Fargo Advisors Experience June 2003 - January 2014
Job Senior Registered Client Associate
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2014 - Present
Wells Fargo Advisors   June 2003 - January 2014
Wells Fargo  June 2001 - July 2003
National Bank of Alaska  May 1999 - June 2001

Skills
Series 7

Education
University of Alaska Anchorage

Jeremy Shorenstein Jeremy Shorenstein Honolulu, Hawaii Details
Jeremy Shorenstein's Wells Fargo Advisors Experience May 2010 - August 2010
Job Investment Associate at Tradewind Capital Group Real Estate and Private Equity
Industry Real Estate
Experience
Tradewind Capital Group - Real Estate and Private Equity   June 2014 - Present
Travelers  October 2013 - June 2014
Travelers  September 2010 - October 2013
UC Berkeley  February 2013 - May 2013
Wheelhouse Investment Real Estate Brokerage   June 2010 - August 2010
Wells Fargo Advisors   May 2010 - August 2010
University of San Francisco  August 2009 - June 2010
Templar Panama Real Estate   June 2009 - August 2009

Skills
PowerPoint, Excel, Word, Microsoft Office, Public Speaking, Enterprise Risk..., Credit Analysis, Financial Analysis, Business Relationship..., Social Media Marketing, Personal Development, Humor, Youth Mentoring, Microsoft Excel, Microsoft Word, University Teaching, Networking, Surety, Risk Management, Marketing

Education
University of California, Berkeley   2012 — 2014
Construction Management Certificate Program

University of San Francisco
B.S, Business Administration - Finance

Scott McRoskey Scott McRoskey San Francisco Bay Area Details
Scott McRoskey's Wells Fargo Advisors Experience January 2013 - September 2013
Job Business Development
Industry Marketing and Advertising
Experience
MixRank  June 2015 - Present
Youth Citizenship Seminar   May 2012 - Present
Back to the Roots LLC  April 2015 - August 2015
Motor Yacht Hilary Lynn   April 2014 - January 2015
Sailing Yacht Xiuma   December 2013 - September 2014
Sigma Alpha Epsilon Fraternity  August 2013 - January 2014
Wells Fargo Advisors   January 2013 - September 2013
Marina Del Rey Yacht Club - Del Rey Landing   May 2012 - August 2012

Skills
Team Leadership, Public Speaking, Marketing, Microsoft Office, Microsoft Excel, Social Media, Customer Service, Social Networking, Entrepreneurship, Data Analysis, Bloomberg Terminal, Leadership, Financial Analysis, Research, Outlook, Event Planning, Salesforce.com, Spanish, Microsoft Word, PowerPoint, Fundraising, Social Media Marketing, Yacht Charters

Education
University of California, Berkeley   2011 — 2015
Bachelor’s Degree, Interdisciplinary Studies

Loyola High School   2007 — 2011
High School

Corpus Christi School   1998 — 2007

Callan Brown Callan Brown Saint Paul, Minnesota Details
Callan Brown's Wells Fargo Advisors Experience April 2013 - August 2013
Job Supply Chain Management Intern at UTC Aerospace Systems
Industry Higher Education
Experience
UTC Aerospace Systems  May 2014 - Present
Periscope  May 2013 - September 2014
Old Chicago Restaurants  January 2014 - May 2014
Wells Fargo Advisors   April 2013 - August 2013
Billy's on Grand   January 2013 - August 2013
University of St. Thomas  September 2012 - May 2013
University of St. Thomas  October 2011 - May 2013
Voyager Village Country Club   May 2011 - August 2012
Homestead Cafe and Bakery   July 2010 - August 2012

Skills
Teamwork, Customer Service, Leadership, Critical Thinking, Time Management, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Community Outreach, Public Speaking, Problem Solving, Conflict Resolution, Community Service, Youth Leadership, Youth Leadership..., Team Building, Multi Tasking, Purchasing, Project Purchasing, SAP, Teamcenter, NDA, Supply Chain Management, SAP Supply Chain

Education
University of St. Thomas   2011 — 2015
Bachelor of Arts (BA), Business/Managerial Economics

University College Cork   2013 — 2013
Business, Management and Marketing in the European Union

Webster High School   2009 — 2011

Maximilian Mondani Maximilian Mondani San Francisco Bay Area Details
Maximilian Mondani's Wells Fargo Advisors Experience February 2011 - September 2011
Job Senior Consultant at Deloitte
Industry Management Consulting
Experience
Deloitte  September 2013 - Present
Towers Watson  June 2012 - September 2012
Wells Fargo Advisors   February 2011 - September 2011
Wells Fargo  August 2008 - September 2011

Education
University of California, Los Angeles   2011 — 2013
Business Economics, Accounting Minor

LaTasha Moore LaTasha Moore Richmond, Virginia Details
LaTasha Moore's Wells Fargo Advisors Experience February 2014 - Present
Job Senior Escalation Specialist
Industry Financial Services
Experience
Wells Fargo Advisors   February 2014 - Present
Wells Fargo  2012 - January 2014
Wells Fargo Advisors   2010 - 2012

Skills
Financial Services, Finance, Customer Service, Investments, Relationship Management, Community Outreach, Team Building, Securities, Leadership Development, Research, Brokerage, Microsoft Office, Leadership, Teamwork, Time Management

Education
University of Arkansas at Pine Bluff   2003 — 2007
Bachelor of Arts (B.A.), Criminal Justice/Law Enforcement Administration

Sean Gurson Sean Gurson San Francisco Bay Area Details
Sean Gurson's Wells Fargo Advisors Experience 2015 - Present
Job Registered Client Associate at Wells Fargo Advisors, Boys Georgiadis Financial Strategies Group
Industry Financial Services
Experience
Wells Fargo Advisors   2015 - Present
Penserra Securities LLC  2014 - 2014
Goldstein Munger + Associates   2013 - 2013
PENSCO Trust Company  2012 - 2012
The Transfinity Group   2011 - 2012

Skills
Microsoft Excel, Securities, Finance, Value Investing, Alternative Investments, SQL, Equities, JavaScript, Investments, Equity Research

Education
University of California, Davis   2004 — 2008
B.S., Finance / Business

University of Córdoba - Córdoba, Spain
Education Abroad Program - Fall Quarter 2006

Monte Vista High School   2000 — 2004
4.33 / 4.00 GPA

Patrick G. Gainer, CIMA®, CRPS®, AIF® Patrick G. Gainer, CIMA®, CRPS®, AIF® Roseville, California Details
Patrick G. Gainer, CIMA®, CRPS®, AIF®'s Wells Fargo Advisors Experience 2004 - March 2011
Job Financial Advocates Investment Management NorCal Retirement Plans Specialist / Private Wealth Manager
Industry Financial Services
Experience
Business Owner: Financial Advocates Investment Management - NorCal   April 2011 - Present
Wells Fargo Advisors   2004 - March 2011
Merrill Lynch  October 1993 - October 2003

Skills
Retirement Planning, Retirement, Series 7, 401k, Wealth Management, FINRA, Series 63, Investment Management, Investments, Pensions, Retirement Plan..., Financial Advisory, Strategic Financial..., Series 65, Asset Allocation, Mutual Funds, Estate Planning, Securities, Insurance, Wealth Management..., Investment Advisory, Wealth, Portfolio Management, Series 24, IRAs, Finance, Investment Strategies

Education
University of Pennsylvania - The Wharton School   1993 — 1994
CIMA®, IMCA Certified Investment Management Analyst Program

University of California, Davis
Bachelor of Arts (B.A.), Economics; Monetary Policy Emphasis

Randy Briggs Randy Briggs Little Rock, Arkansas Details
Randy Briggs's Wells Fargo Advisors Experience March 2014 - August 2014
Job Owner/Instructor, Rock City School of Music
Industry Music
Experience
Self-employed  August 2014 - Present
Wells Fargo Advisors   March 2014 - August 2014
Bank of America Merrill Lynch  August 2012 - October 2013

Skills
Music Education, Drum Set Performance, Ableton Live, Audio Mixing, Video Editing, Video Production, Vocal Instruction, Piano Education, Guitar Instruction, Project Management, Piano, Percussion, Music

Education
University of Arkansas-Fort Smith   2006 — 2011
Bachelor of Business Administration (BBA), Minor in Music Education

Southside High School Fort Smith   2004 — 2006

Debbie Jingxin Zhang Debbie Jingxin Zhang Greater St. Louis Area Details
Debbie Jingxin Zhang's Wells Fargo Advisors Experience January 2015 - May 2015
Job Intern at PFITR
Industry Accounting
Experience
PFITR   May 2015 - Present
Olin Business School  January 2015 - Present
IDEA Labs: Innovation, Design, & Engineering in Action   January 2015 - Present
Olin Business School  September 2014 - Present
Wells Fargo Advisors   January 2015 - May 2015
Angel Baked Cookies   October 2014 - December 2014
KPMG China  July 2013 - September 2013
Citi  August 2012 - September 2012
ANZ  July 2011 - August 2011

Skills
Financial Analysis, Accounting, Financial Reporting, Corporate Finance, Financial Accounting, Microsoft Office, Budgeting, Financial Planning, Valuation, Word, Cash Flow, Economics, Cost Accounting, Spanish, Accounts Receivable, Accounts Payable, English, Problem Solving, General Ledger, Reconciliation, Planning, Research, Microsoft Excel, Budgets, Microsoft Word, PowerPoint, Finance, Analysis, Auditing, Data Analysis

Education
Washington University in St. Louis - Olin Business School   2014 — 2015
Master's Degree, Accounting, 3.9/4.0

University of Macau   2010 — 2014
Bachelor of Science, Accounting

University of Michigan - Stephen M. Ross School of Business   2013 — 2013
Accounting, 4.0/4.0

University of California, Berkeley   2012 — 2012
Summer Exchange, Accounting, 3.6/4.0

Mike Nemzek, CFP® Mike Nemzek, CFP® Greater San Diego Area Details
Mike Nemzek, CFP®'s Wells Fargo Advisors Experience September 2013 - May 2014
Job Investment Product Specialist
Industry Financial Services
Experience
J.P. Morgan Securities, LLC   July 2015 - Present
Realty Capital Securities  February 2015 - June 2015
Strategic Capital Distributors/Realty Capital Securities   May 2014 - January 2015
Wells Fargo Advisors   September 2013 - May 2014
MetLife Investors  February 2010 - September 2013
Wells Fargo  May 2009 - February 2010

Skills
Certified Financial..., Series 7, Alternative Investments, Impact Investing, REIT, BDCs, Renewable Energy, Retirement Planning, Variable Annuities, Investments, Estate Planning, Wealth Management, Securities, Life Insurance, Insurance, Retirement, Asset Allocation, Series 63, 401k, Income Tax, Traditional IRA, Roth IRA, Qualified Retirement..., Series 6, Fixed Annuities, Portfolio Management

Education
University of California, Irvine   2004 — 2008
Bachelor of Arts (B.A.), Economics

Nicholas Howe Nicholas Howe San Francisco Bay Area Details
Nicholas Howe's Wells Fargo Advisors Experience January 2012 - June 2012
Job 3L Hastings Law & Javelin Thrower
Industry Law Practice
Experience
Nielsen Merksamer  April 2015 - Present
Stanford University  August 2014 - Present
Hamilton & McInnis   February 2014 - July 2014
Wells Fargo Advisors   January 2012 - June 2012
Guardian Newspaper UC San Diego   December 2010 - May 2012
Northwestern Mutual  February 2011 - January 2012

Skills
Contract Law, International Business..., Microsoft Office, Public Speaking, PowerPoint, Microsoft Word, Social Media, Microsoft Excel

Education
University of California, Hastings College of the Law   2014 — 2016
Doctor of Law (J.D.), J.D.

University of California San Diego   2008 — 2012
BA, Political Science International Relations

Little Elm High Shcool   2004 — 2008

David L. Oberg, CFP® David L. Oberg, CFP® El Dorado Hills, California Details
David L. Oberg, CFP®'s Wells Fargo Advisors Experience November 1999 - Present
Job Financial Advisor / First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   November 1999 - Present
MF Global  July 1995 - October 1999

Skills
Retirement Planning, 401k Rollovers, Insurance, Risk Management, IRAs, Financial Advisory, Investment Planning, Asset Allocation, Tax-efficient Strategies, Wealth Accumulation..., Retirement Income..., Wealth Transfer, Beneficiary Planning, Customer Service, Financial Planning, Financial Services

Education
University of California, Davis   2003 — 2005
Certificate Program, Personal Financial Planning

University of Minnesota-Twin Cities   1991 — 1995

William Hertzog, CIMA William Hertzog, CIMA Phoenix, Arizona Details
William Hertzog, CIMA's Wells Fargo Advisors Experience June 2009 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors   June 2009 - Present
Smith Barney  November 2003 - June 2009
UBS Financial services  November 1998 - November 2003

Skills
Retirement Planning, Asset Allocation, Retirement, Alternative Investments, Investment Strategies, Separately Managed..., ETFs

Education
University of Arizona

Edward Prewitt, CFP® Edward Prewitt, CFP® Fayetteville, Arkansas Area Details
Edward Prewitt, CFP®'s Wells Fargo Advisors Experience May 2001 - Present
Job Managing Director Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   May 2001 - Present
US Department of Commerce  June 1997 - January 2001
US Department of Education  April 1994 - June 1997

Skills
Insurance, Management, Finance, Mutual Funds, Bonds, Financial Services, Retirement, Private Equity, Valuation, Mergers & Acquisitions, Due Diligence, Risk Management, 401k, Strategic Planning, Asset Allocation...

Education
University of Arkansas at Fayetteville   1989 — 1994
Bachelor of Arts (BA), History

Shreyak Das Shreyak Das San Francisco Bay Area Details
Shreyak Das's Wells Fargo Advisors Experience July 2013 - July 2015
Job Equity Sales Assistant at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities  July 2015 - Present
Wells Fargo Advisors   July 2013 - July 2015
The Princeton Review  March 2012 - June 2013
US Trust-Bank of America  June 2012 - August 2012
Center for Evaluation of Global Action (CEGA)   May 2011 - May 2012
Magoosh  March 2011 - July 2011
Haas School of Business  January 2011 - June 2011
Jamba Juice  May 2010 - September 2010

Skills
Microsoft Excel, Microsoft Powerpoint, Stata, Wealth Management, Investment Strategies, Business Development, Public Speaking, Fluent in English,..., Tennis, Basketball, Spanish, Investments

Education
University of California, Berkeley   2009 — 2013
Bachelor of Arts (B.A.), Economics

University of California, Berkeley   2009 — 2013
Bachelor's degree, Business Administration and Management, General

Scott Oden Scott Oden Mobile, Alabama Area Details
Scott Oden's Wells Fargo Advisors Experience February 2014 - Present
Job Associate Regional Banking Director at Wells Fargo Advisors, Asst. Vice President
Industry Financial Services
Experience
Wells Fargo Advisors   February 2014 - Present
Wells Fargo Advisors   September 2010 - February 2014
Wachovia Bank  July 2006 - September 2010
VALIC  July 2003 - July 2006
The Hanover Insurance Group  February 2002 - November 2002
Alfa Insurance Company   December 1997 - February 2002

Skills
Series 7, Annuities, Series 66, Mutual Funds, Fixed Annuities, Retirement Planning, Credit, Commercial Lending, Financial Services, Strategic Financial..., Banking, Financial Advisory, Securities, Mortgage Lending, Loans, Investments, Finance, Wealth Management

Education
University of Alabama   1991 — 1993
B.A., International Relations

Scott du Bois, CFP® Scott du Bois, CFP® Texarkana, Texas Details
Scott du Bois, CFP®'s Wells Fargo Advisors Experience January 2008 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   January 2008 - Present
A.G. Edwards & Sons, Inc.   January 1990 - January 2008
Shearson Lehman Hutton Inc  February 1988 - January 1990
EF Hutton  August 1983 - February 1988

Skills
Asset Allocation, Financial Advisory, Financial Services, Fixed Income Strategies, Insurance, Investment Strategies, Retirement Planning, Securities, Wealth Preservation..., Investment Planning

Education
University of Arkansas   1977 — 1981
Bachelor's Degree, Business Administration and Management, General

Hilary Ross Hilary Ross Greater San Diego Area Details
Hilary Ross's Wells Fargo Advisors Experience July 2010 - September 2010
Job Media Coordinator at Veritone
Industry Marketing and Advertising
Experience
Veritone   June 2014 - Present
Bank of Southern California  April 2014 - June 2014
Havas Edge  2012 - 2014
Conservation Strategy Group  September 2012 - November 2012
Conservation Strategy Group  October 2011 - September 2012
City of Sacramento  January 2011 - June 2011
Wells Fargo Advisors   July 2010 - September 2010
The Levinson Law Group   March 2008 - June 2008

Skills
Social Media, Event Planning, Public Relations, Research, Facebook, Customer Service, Marketing Strategy, Microsoft Excel, Media Planning, PowerPoint, Social Networking, Strategic Planning, Direct Response..., Radio Advertising, Digital Marketing, Advertising, Marketing Communications, Microsoft Office, Media Relations, Organizational..., Social Media Marketing

Education
UCSD Extension   2015 — 2015
Marketing

University of California, Davis   2008 — 2012
Dual Bachelor of Arts (B.A.), Political Science and Sociology

San Dieguito Academy High School   2004 — 2008

Gary Lum, CFP® Gary Lum, CFP® Walnut Creek, California Details
Gary Lum, CFP®'s Wells Fargo Advisors Experience September 1997 - Present
Job First Vice President Investment Officer, Assistant Branch Manager, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   September 1997 - Present

Skills
Budgets, Investments, Marketing Strategy, Public Speaking, Sales, Finance, Microsoft Excel, Event Planning

Education
University of California, Davis
Bachelor of Science (B.S.)

Bob Iglehart Bob Iglehart Palm Desert, California Details
Bob Iglehart's Wells Fargo Advisors Experience 1992 - 2002
Job Senior Vice President Financial Advisor, Senior Portfolio Manager Portfolio Focus at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management  August 2011 - Present
Merrill Lynch  2002 - August 2011
Wells Fargo Advisors   1992 - 2002

Education
University of Arizona   1981 — 1986
Bachelor of Science (B.S.), Accounting and Finance

Westwood High School

James Bortak James Bortak Grayson, Georgia Details
James Bortak's Wells Fargo Advisors Experience June 1994 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   June 1994 - Present

Skills
Retirement Planning, Financial Advisory, Risk Management, 401k Rollovers, Insurance, Asset Allocation, Mutual Funds, Securities, Business-succession..., Concentrated Stock..., Estate Investment..., Investment Planning, Retirement Plan..., Fixed Income Strategies, Stocks, Bonds, Annuities, Stock Analysis, Tax Efficient Strategies, Wealth Preservation...

Education
University of Alabama   1991 — 1994
Bachelor's degree, Accounting

Katie Mullins Katie Mullins Atlanta, Georgia Details
Katie Mullins's Wells Fargo Advisors Experience May 2012 - July 2012
Job Treasury Analyst at PNC
Industry Banking
Experience
PNC  June 2015 - Present
BBVA Compass  June 2014 - August 2014
Reit Management & Research, LLC   May 2013 - August 2013
NorthMarq  May 2013 - May 2013
Wells Fargo Advisors   May 2012 - July 2012
Sutton Properties, LLP   May 2010 - July 2012

Skills
Real Estate, Finance, Spanish, Leadership, Budgets, Marketing, Market Research, Teamwork

Education
University of Alabama   2011 — 2015
Bachelor's degree, Finance- Investment Management, Spanish, Senior

Youngwoo Cho Youngwoo Cho Irvine, California Details
Youngwoo Cho's Wells Fargo Advisors Experience May 2014 - Present
Job Student at University of California, Irvine
Industry Accounting
Experience
Wells Fargo Advisors   May 2014 - Present
Korean Health Association   June 2011 - June 2012

Education
University of California, Irvine   2010 — 2014
Bachelor's degree, Business Information Management

Laura Berra CFP® Laura Berra CFP® Raleigh-Durham, North Carolina Area Details
Laura Berra CFP®'s Wells Fargo Advisors Experience December 1996 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   December 1996 - Present

Skills
Investments, Retirement Planning, Financial Analysis, Budgets

Education
University of Arizona   1991 — 1995

Giuliana Monterroza Giuliana Monterroza San Diego, California Details
Giuliana Monterroza's Wells Fargo Advisors Experience June 2006 - February 2010
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones  October 2010 - Present
Wells Fargo Advisors   June 2006 - February 2010
Wells Fargo Advisors   December 2007 - 2010

Skills
Retirement Planning, Investments, Mutual Funds, Series 7, Wealth Management, 401k Rollovers, Financial Analysis, Fixed Annuities, Insurance, Series 63, Investment Advisory, Financial Modeling, Asset Allocation, Financial Advisory, Investment Strategies, Strategic Planning, wealth preservation..., Estate Considerations

Education
University of California, Los Angeles   2004 — 2007
Bachelor, Political Science, Global Studies

Mira Costa Community College   2000 — 2003
Associate of Arts and Sciences (A.A.S.), Sociology

La Costa Canyon

La Costa Canyon

Cheryl Paller Cheryl Paller Los Angeles, California Details
Cheryl Paller's Wells Fargo Advisors Experience 1990 - 2000
Job Managing Director at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank Private Wealth Management  2006 - Present
Deutsche Bank  2006 - Present
Banc of America  2000 - 2006
Wells Fargo Advisors   1990 - 2000

Skills
Investments, Asset Management, Alternative Investments, Hedge Funds, Private Equity, Lending

Education
UCLA
Bacherlor of Science, Math and Economics

USC Marshall School of Business
Master of Business Administration (MBA), Finan

Joseph Stack, CFP®, AIF® Joseph Stack, CFP®, AIF® Dallas/Fort Worth Area Details
Joseph Stack, CFP®, AIF®'s Wells Fargo Advisors Experience May 2009 - May 2012
Job Managing Director at Pensionmark Retirement Group
Industry Investment Management
Experience
Pensionmark Retirement Group  May 2012 - Present
Wells Fargo Advisors   May 2009 - May 2012
UBS Financial Services, Inc  May 2001 - April 2009
Merrill Lynch  April 1995 - May 2001

Skills
401k, Retirement Planning, Estate Planning, Financial Planning

Education
University of California, Los Angeles   1988 — 1993
BA, Economics

Alex Duong Alex Duong San Francisco, California Details
Alex Duong's Wells Fargo Advisors Experience March 2005 - May 2005
Job Finance Lead at Google
Industry Internet
Experience
Google  October 2012 - Present
Deloitte Consulting  August 2006 - October 2012
Kiva.org  November 2009 - March 2010
Wells Fargo Advisors   March 2005 - May 2005

Skills
Analytics, Financial Analysis, Management Consulting, Management, Financial Modeling, Strategic Planning, Financial Accounting, Strategic Financial..., Business Process..., Financial Services, Finance, Customer Experience, Finance Transformation, PMO, Non-profit Development, Valuation, Business Optimization, Corporate FP&A, Financial Planning, Revenue Management, Cost Reduction Analysis, Financial Sector, Technology Sector, Strategy

Education
University of California, Berkeley
BA

Asha Kodali Asha Kodali Los Angeles, California Details
Asha Kodali's Wells Fargo Advisors Experience June 2010 - September 2010
Job Sr. Web Developer at Deutsch
Industry Newspapers
Experience
Deutsch  January 2015 - June 2015
Agfa  January 2014 - December 2014
DIRECTV  October 2010 - December 2013
Wells Fargo Advisors   June 2010 - September 2010
Sony Pictures Entertainment  January 2010 - May 2010
Infotech Enterprises IT Services Pvt Ltd ( Infotech IT )   August 2005 - December 2006

Skills
jQuery, HTML 5, Flex, HTML + CSS, JavaScript, Core Java, Adobe Creative Suite, Omniture, SQL, Advanced CSS, Cross-browser..., Web Services, Python, Unix Shell Scripting, Core Java, Bootstrapping, AngularJS, Backbone.js, PhoneGap, HTML5, HTML, CSS

Education
University of Alabama in Huntsville
MS

Allison Dent Allison Dent Tulsa, Oklahoma Details
Allison Dent's Wells Fargo Advisors Experience March 2013 - July 2013
Job Receptionist at Wells Fargo Advisors
Industry Public Relations and Communications
Experience
Wells Fargo Advisors   March 2013 - July 2013
Cranford Johnson Robinson Woods  September 2012 - November 2012
NovaSys Health  June 2012 - August 2012
Blue Cross and Blue Shield of Oklahoma  June 2011 - December 2011
SELF MAGAZINE  June 2009 - July 2009
The Razorback yearbook   September 2008 - May 2009
TulsaKids Magazine   May 2008 - August 2008

Skills
Public Relations Writing, Social Media, Public Relations, Advertising, Newsletters, Press Releases, Facebook, Editing, Blogging, Proofreading, Microsoft Office, Marketing, Public Speaking, Media Relations, Journalism, AP Style, Internal Communications

Education
University of Arkansas
Bachelor of Arts, Journalism: Advertising/Public Relations

JAMES WHEAT JAMES WHEAT San Pedro, California Details
JAMES WHEAT's Wells Fargo Advisors Experience June 2005 - Present
Job Vice PresidentInvestmentsFinancial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   June 2005 - Present
H&R Block Financial Advisors(HRBFA). HRBFA was a firm which was merged into Ameriprise Financial.   January 1999 - March 2005

Skills
Estate Planning, 401k Rollovers, investment planning, Stocks, Mutual Funds, Bonds, CDS, annuities, Investments

Education
University of Arizona   1995 — 1998
Bachelor of Business Administration (BBA), Finance, General

San Pedro High School   1991 — 1994
Diploma

Richard Blanton Richard Blanton San Francisco Bay Area Details
Richard Blanton's Wells Fargo Advisors Experience June 2012 - April 2014
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  April 2014 - Present
Wells Fargo Advisors   June 2012 - April 2014
Human Performance Fitness Center   November 2008 - May 2012
Grapevine Insurance Brokers   November 2005 - December 2009
International Trading Group  June 2003 - November 2005

Education
University of California, Davis   1998 — 2003
BS, Exercise Science, Psychology

Huxley Pinto Huxley Pinto Palm Beach Gardens, Florida Details
Huxley Pinto's Wells Fargo Advisors Experience June 2012 - Present
Job Regional Bank Private Banker
Industry Investment Management
Experience
Wells Fargo Advisors   June 2012 - Present
Merrill Lynch  2011 - 2012
HSBC Canada  2008 - 2011
ATB Financial  April 2005 - September 2008
Bank of Montreal  2001 - 2005

Skills
Investment Strategies, Retirement Planning, Retirement Income..., Finance, Investments, Retirement, Strategic Financial..., Wealth Management, Credit, Financial Services, Portfolio Management

Education
The University of Calgary   1996 — 2000
BA, Political Science

Bishop Grandin

Charles J. Schilleci, CFP® Charles J. Schilleci, CFP® Knoxville, Tennessee Area Details
Charles J. Schilleci, CFP®'s Wells Fargo Advisors Experience December 2005 - Present
Job Branch Manager and Financial Advisor at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors   December 2005 - Present
Legg Mason  December 2003 - December 2005
NEXUS Financial Network   August 1994 - December 2003
American Express Financial Advisors  November 1986 - August 1994

Skills
Retirement Planning, Strategic Planning, Risk Management, Securities, Mutual Funds, Investments, Fixed Income, Equities

Education
University of Alabama at Birmingham   1974 — 1978
Bachelor of Science

University of Alabama   1972 — 1973

Heather Crotty Heather Crotty Irvine, California Details
Heather Crotty's Wells Fargo Advisors Experience July 2012 - September 2012
Job Environmental Services Intern at The City of West Sacramento
Industry
Experience
The City of West Sacramento   June 2015 - Present
Prenovost, Normandin, Bergh & Dawe, APC   June 2014 - August 2014
Wells Fargo Advisors   July 2012 - September 2012
City of Irvine  June 2011 - June 2012

Skills
PowerPoint, Public Speaking, Microsoft Excel, Leadership, Microsoft Word, Customer Service, Event Planning, Teamwork

Education
University of California, Davis   2012 — 2017
Environmental Policy Analysis and Planning (B.S.), International Relations with an emphasis in Natural Resources (B.A.)

Natalie McGuire Natalie McGuire Dallas/Fort Worth Area Details
Natalie McGuire's Wells Fargo Advisors Experience November 2009 - May 2010
Job Coordinator of Dallas Recruitment at Texas A&M University Texarkana
Industry Nonprofit Organization Management
Experience
Texas A&M University - Texarkana  September 2014 - Present
Texas A&M University - Texarkana  March 2011 - Present
LifeShare Blood Centers  August 2010 - March 2011
Wells Fargo Advisors   November 2009 - May 2010
Sackvilles Solicitors   May 2007 - August 2007

Skills
Event Planning, Research, Customer Service, Microsoft Office, Social Media, Strategic Planning, Microsoft Excel, Public Speaking, Nonprofits, Public Relations, Advertising, Training, Community Outreach, Employee Training, Salesforce.com

Education
University of Arkansas at Fayetteville   2005 — 2009
Bachelor of Arts (BA), International Relations and Affairs

Clay Porter Clay Porter Springdale, Arkansas Details
Clay Porter's Wells Fargo Advisors Experience October 2009 - Present
Job Real Estate Agent, Lindsey & Associates Fayetteville Ar
Industry Business Supplies and Equipment
Experience
Arkansas Realtors® Association   2015 - Present
FTS Investment Group LLC   January 2013 - Present
Fuzzy's Taco Shop  January 2013 - Present
Wells Fargo Advisors   October 2009 - Present
Wells Fargo Advisors   October 2009 - Present
Independent Registered Investment Advisor   October 2009 - November 2012
Wells Fargo Advisor   January 2009 - November 2011
Porter Hauling   May 2005 - September 2010
2004-2010 Lavender & Lime Day Spa   February 2005 - September 2010
Lavender And Lime Day Spa   February 2004 - September 2010

Skills
Registered Investment..., Financial Analysis, Financial Management, Series 7, Series 66, Health Insurance, Term Life Insurance, Annuities, CDL Classs A Licenses, Commercial Pilot, Commercial Aviation, Retirement, Investments, Fixed Annuities, Retirement Planning, Uniform Combined State..., Managerial Finance, Entrepreneurship, Portfolio Management, Mortgage Lending, Finance, Management, Accounting, Customer Service, Team Building, Strategic Planning

Education
FINRA   2009 — 2010
Series 7 Securities Licenses, Financial

UA Fort Smith   1979 — 1981
Business Law

Kaplan
Registered Investment Advisor, Finance

Southside

University of Arkansas

Joe Caccippio Joe Caccippio Fort Lauderdale, Florida Details
Joe Caccippio's Wells Fargo Advisors Experience January 2013 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   January 2013 - Present
J.P. Morgan Chase   March 2011 - January 2013

Skills
Financial Planning

Education
University of Alabama   1991 — 1996
Bachelors, Hospitality Management/Marketing

Zachary Ashbee Zachary Ashbee Mobile, Alabama Area Details
Zachary Ashbee's Wells Fargo Advisors Experience May 2012 - Present
Job First Vice President Investments / Sr. PIM Portfolio Manager The Ashbee Group of Wells Fargo Advisors LLC
Industry Investment Management
Experience
Wells Fargo Advisors   May 2012 - Present
Morgan Stanley  October 1999 - May 2012
Cohn & Wolfe  January 1999 - October 1999

Skills
Strategic Financial..., Investments, Portfolio Management, Leadership, Financial Services, Series 7, Retirement Planning, Wealth Management, Asset Allocation, Mutual Funds, Series 63, Coaching, 401k, Retirement, Asset Management, Estate Planning, Management, Fixed Annuities, IRAs

Education
University of Alabama   1994 — 1998
BA

Murphy High School

Brian Yun Brian Yun United States Details
Brian Yun's Wells Fargo Advisors Experience 2005 - 2012
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry
Experience
Ameriprise Financial Services, Inc.   2012 - Present
Wells Fargo Advisors   2005 - 2012
Merrill Lynch  2000 - 2002
Merrill Lynch  2000 - 2002

Education
UCLA   1986 — 1991
Bachelor's degree, Economics

Phylicia Bolton Phylicia Bolton Greater St. Louis Area Details
Phylicia Bolton's Wells Fargo Advisors Experience February 2015 - Present
Job Financial Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   February 2015 - Present
Wells Fargo Advisors   April 2013 - February 2015
Wells Fargo Advisors   July 2012 - April 2013
V. Wright and Associates   January 2011 - April 2011
Ball  June 2010 - July 2010
University of Arkansas at Pine Bluff  September 2009 - November 2009
Monsanto  May 2009 - August 2009

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Financial Analysis, Data Entry, SAP, Public Speaking, Leadership, Access, Outlook, Management, Finance, Analysis, Data Analysis

Education
Washington University in St. Louis - Olin Business School   2011 — 2012
M.S., Finance

University of Arkansas at Pine Bluff   2007 — 2011
Bachelor of Science, Business Administration

Bridget Koeppel Bridget Koeppel Charlotte, North Carolina Area Details
Bridget Koeppel's Wells Fargo Advisors Experience October 2011 - Present
Job PM/PC at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo  October 2011 - Present
Wells Fargo Advisors   October 2011 - Present
Bank of America  March 2011 - September 2011
Wells Fargo  October 2009 - March 2011
Bank of America  April 2008 - October 2009
Lowe's Home Improvement  2004 - 2005

Education
University of Arkansas at Little Rock   1981 — 1983
no, Teaching

Amberlyn Rhodes Amberlyn Rhodes Miami/Fort Lauderdale Area Details
Amberlyn Rhodes's Wells Fargo Advisors Experience September 2000 - February 2003
Job William Blair and Company
Industry Financial Services
Experience
William Blair and Company  October 2010 - Present
Guggenheim Funds Distributors   August 2009 - September 2010
Wells Fargo  October 2006 - April 2009
Centex Homes  March 2003 - September 2006
Wells Fargo Advisors   September 2000 - February 2003
Stephens Inc.  June 1999 - August 2000

Skills
Wealth Management, Investments, Program Management, Banking, Loans, Financial Services, CRM, Finance, Financial Advisory

Education
University of Arkansas   1995 — 1999
BS, Finance

Arthur Yang Arthur Yang Greater Los Angeles Area Details
Arthur Yang's Wells Fargo Advisors Experience November 2014 - Present
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   November 2014 - Present
Bancwest Investment Services  August 2013 - November 2014
Independent Capital Management  December 2012 - August 2013

Education
University of California, Irvine   2009 — 2011
Bachelor of Arts (BA), English Language and Literature, General

University of California, Riverside   2007 — 2009

SMHS

Michael C. Reisman Michael C. Reisman United States Details
Michael C. Reisman's Wells Fargo Advisors Experience December 2009 - October 2012
Job Surgical Sales Consultant at LSI Solutions
Industry Medical Devices
Experience
LSI Solutions  October 2013 - Present
LSI Solutions  November 2012 - October 2013
Wells Fargo Advisors   December 2009 - October 2012

Skills
Medical Devices, Sales, Account Management, Sales Management, Operating Room, Surgeons, Capital Equipment, Series 63, Series 6, OB/GYN, Cardiothoracic Surgery, Healthcare, Surgical Instruments, Negotiation, Surgery, Valve Repair, Territory Development, Disposables, Product Development, Portfolio Management, Minimally Invasive..., Relationship Management, Sales Operations, Social Media Marketing, Investments, Product Launch, Employee Training, Trade Shows, Customer Education, Hospital Sales

Education
University of Arizona   2005 — 2009
Bachelor's Degree, Business Administration and Management, Graduated with Advanced Standing.

David Webster - CRPC® David Webster - CRPC® Greater Philadelphia Area Details
David Webster - CRPC®'s Wells Fargo Advisors Experience 2009 - 2013
Job Vice President at Axiom Asset Management
Industry Financial Services
Experience
Axiom Asset Management   2013 - Present
Wells Fargo Advisors   2009 - 2013
Goldman Sachs  2007 - 2009

Skills
Equities, Investments, Portfolio Management, Fixed Income, Alternative Investments, Wealth Management

Education
University of Alabama   1983 — 1987
Bachelor of Arts

The Webb School   1980 — 1983

Charles (Frank) Thomas Charles (Frank) Thomas Texarkana, Texas Area Details
Charles (Frank) Thomas's Wells Fargo Advisors Experience January 2010 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   January 2010 - Present

Skills
401k Rollovers, Financial Advisory, Insurance, Investment Planning, Retirement Planning, Securities, Mutual Funds, Strategic Planning, Wealth Preservation...

Education
University of Arkansas   1984 — 1989
BSBA, Finance

Tristan Cloyd Tristan Cloyd Charlotte, North Carolina Details
Tristan Cloyd's Wells Fargo Advisors Experience May 2014 - Present
Job Trading Services
Industry Financial Services
Experience
Wells Fargo Advisors   May 2014 - Present
TradeKing  August 2012 - May 2014
Wells Fargo Advisors   January 2012 - June 2012
Centerplate @ The Baltimore Convention Center   December 2009 - February 2011
Chef's Expressions  January 2006 - October 2009

Education
University of Baltimore   2006 — 2007
B.A., Marketing

Maxine Goldring Maxine Goldring Northridge, California Details
Maxine Goldring's Wells Fargo Advisors Experience March 2009 - November 2010
Job District Manager at ADP
Industry Human Resources
Experience
ADP  2013 - Present
Wells Fargo Advisors   March 2009 - November 2010

Skills
Salesforce.com, Recruiting, Employee Benefits, ADP Payroll, Human Resources, Performance Management, Talent Management, Benefits Administration

Education
El Camino High School

University of Arizona

Walter Richardson Walter Richardson Los Angeles, California Details
Walter Richardson's Wells Fargo Advisors Experience June 2012 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   June 2012 - Present
Epic insurance   April 2009 - July 2012
Morgan Stanley Wealth Management  January 2002 - July 2004
Prudential Financial  April 1999 - June 2002

Skills
Investments, Finance, Asset Allocation, Retirement Planning, Financial Analysis, Mutual Funds, Analysis, Fixed Annuities, Retirement, Financial Advisory, Small Business, Public Speaking, 401k Rollovers, Directing, Investment Strategies, Private Equity, IRAs, Social Media, Entertainment, Corporate Finance, Editing, Commercials, 401k, IPO, Fixed Assets

Education
University of California, Los Angeles   2006 — 2010
Masters of Fine Arts, Film and Entertainment Law, 3.8

Teaneck high school   1982 — 1986
High School Diploma, Finance, General

Caroline Faraino Caroline Faraino Greater Denver Area Details
Caroline Faraino's Wells Fargo Advisors Experience April 2015 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   April 2015 - Present
Wells Fargo Advisors   May 2014 - April 2015
WebsiteBiz  August 2013 - April 2014
TEKsystems  June 2012 - July 2013
Outlined Productions  June 2011 - August 2011
Gilt City  June 2011 - August 2011
Alabama Heritage   October 2010 - May 2011

Education
University of Alabama   2008 — 2012
Bachelor of Science (B.S.), Marketing

Elise Barton Elise Barton Atlanta, Georgia Details
Elise Barton's Wells Fargo Advisors Experience May 2010 - August 2010
Job Underwriter for War, Terrorism, and Political Violence
Industry Insurance
Experience
Hiscox  April 2014 - Present
Hiscox  September 2012 - April 2014
JPMorgan Chase  May 2011 - July 2011
Wells Fargo Advisors   May 2010 - August 2010
Wells Fargo Advisors   May 2009 - August 2009

Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Financial Analysis, Fundraising, Nonprofits, Data Analysis

Education
University of Alabama   2008 — 2012
Economics, International Economics and Spanish

Marla Harvey-Guin Marla Harvey-Guin San Diego, California Details
Marla Harvey-Guin's Wells Fargo Advisors Experience January 1997 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   January 1997 - Present
First Vice President - Investments at Wells Fargo Advisors, LLC   January 1997 - Present

Skills
Investments, Retirement Planning, Finance, Mutual Funds, Insurance, Financial Services, Financial Analysis, 401k Rollovers, Investment Planning for...

Education
University of California, Los Angeles   1967 — 1970
Bachelor's degree, English Language and Literature, General

Avis Fagu, CFP(r) Avis Fagu, CFP(r) Baltimore, Maryland Area Details
Avis Fagu, CFP(r)'s Wells Fargo Advisors Experience January 2013 - Present
Job Certified Financial Planner at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   January 2013 - Present
Morgan Stanley Smith Barney  June 2005 - December 2012
Hampton Restaurant   September 2003 - June 2005

Skills
Series 7, Certified Financial..., Financial Advisory, Asset Managment, Saving for Education, Retirement Planning, Wealth Management, Strategic Financial..., Investments, 401k Rollovers, Retirement, IRAs, Life Insurance, 401k, Life, Uniform Combined State..., Investment Strategies, Asset Management, Mutual Funds, Financial Planning

Education
University of Baltimore   2001 — 2005
BS, International Business/Marketing

Jarrett Wollenberg Jarrett Wollenberg Chicago, Illinois Details
Jarrett Wollenberg's Wells Fargo Advisors Experience February 2010 - June 2010
Job Account Executive for Market Development in the Healthcare Practice at Robert Half
Industry Hospital & Health Care
Experience
Robert Half  February 2015 - Present
Leidos  March 2014 - December 2014
The University of Arizona  September 2012 - May 2014
Staples  June 2013 - March 2014
The Great Escape/Chicago Home Fitness  August 2011 - August 2012
Wells Fargo Advisors   February 2010 - June 2010

Skills
Microsoft Excel, PowerPoint, Microsoft Office, Teamwork, Sales, Microsoft Word, Public Speaking, Customer Service, Research, Social Media, Leadership, Time Management, Access, Social Networking, Financial Analysis, Java, Accounting, SQL, C++, HTML, Healthcare, Health Insurance, Investment Strategies, Hyperion, ADP Payroll, Salesforce.com, Micro J, Microsoft Outlook, Market Development, Hospital Revenue Cycle, Hospital Operations, Outlook

Education
University of Arizona   2010 — 2014
Bachelor of Business Administration (B.B.A.), Major: Finance Minor: Communications

University of Arizona   2010 — 2014
Bachelor's degree, Finance, General

Dave Tung Dave Tung San Francisco, California Details
Dave Tung's Wells Fargo Advisors Experience 2006 - 2008
Job Private Wealth Management at Credit Suisse
Industry Investment Management
Experience
Credit Suisse  October 2008 - Present
Wells Fargo Advisors   2006 - 2008

Skills
Portfolio Management, Strategy, Investments, Finance, Management, CRM, Investment Strategies, Financial Reporting, Trading, Financial Advisory, Series 7, Equities

Education
University of California, Davis
Managerial Economics

Minh Ferris Minh Ferris San Francisco Bay Area Details
Minh Ferris's Wells Fargo Advisors Experience April 2010 - July 2012
Job Director of Operations at Northwestern Mutual The San Francisco Bay Area Group
Industry Financial Services
Experience
Northwestern Mutual  August 2015 - Present
Northwestern Mutual  April 2015 - August 2015
Northwestern Mutual  May 2014 - April 2015
Northwestern Mutual  April 2013 - April 2014
Wells Fargo Advisors   April 2010 - July 2012
Wachovia Securities Financial Network  January 2008 - April 2010
Citi  February 2007 - January 2008
Wells Fargo  January 2004 - February 2007

Education
University of California, Davis
Communications, Psychology

Cathleen OConnor Cathleen OConnor Saint Louis, Missouri Details
Cathleen OConnor's Wells Fargo Advisors Experience July 2014 - Present
Job Compliance Consultant 3 at Wells Fargo Advisors
Industry Consumer Goods
Experience
Wells Fargo Advisors   July 2014 - Present
Energizer  May 2013 - July 2014
Energizer  November 2011 - May 2013
Energizer  November 2009 - November 2011
Energizer  March 2005 - November 2009
Ernst & Young  August 1993 - September 1995

Skills
Internal Controls, Forecasting, Financial Reporting, Sarbanes-Oxley Act, Auditing, Financial Audits, Leadership, US GAAP, Finance, Consolidation, Budgets, Financial Analysis, General Ledger, Internal Audit, Accounting

Education
University of Arizona   1990 — 1993
BSBA Business Administration, Accounting, 3.7/4.0

Alyssa Mitchell Alyssa Mitchell Anchorage, Alaska Area Details
Alyssa Mitchell's Wells Fargo Advisors Experience January 2015 - Present
Job Registered Associate at Van Holstyn Investment Management Group
Industry Financial Services
Experience
The Van Holstyn Investment Management Group   January 2015 - Present
Wells Fargo Advisors   January 2015 - Present
Waddell & Reed  2014 - 2014
Alaska Regional Hospital  2006 - 2010

Skills
Investments, Financial Advice, Family Retirement..., Business Retirement..., Financial Risk, Financial Analysis, Financial Services

Education
University of Alaska Anchorage   2005 — 2010
Biology Science

Washington State University   1998 — 2003
Bachelor of Arts (BA), Economics

Angela Law Angela Law Los Angeles, California Details
Angela Law's Wells Fargo Advisors Experience July 2013 - June 2015
Job Financial Institutions Consulting Staff at Moss Adams LLP
Industry
Experience
Moss Adams LLP  June 2015 - Present
Wells Fargo Advisors   July 2013 - June 2015
Volunteer Income Tax Assistant at UCLA   October 2011 - May 2015
MoneyThink at UCLA   April 2012 - September 2013
Ameriprise Financial Services, Inc.   February 2013 - July 2013
Undergraduate Business Society   October 2012 - June 2013
The Union Tribune, FS News   2007 - September 2012

Skills
Wealth Management, Finance, Accounting, Microsoft Office, Microsoft Excel, Management, PowerPoint, Public Speaking

Education
UCLA   2011 — 2015
Bachelor of Arts (B.A.), Business Economics

Mira Mesa High School   2007 — 2011

Rachel Pavey Rachel Pavey Long Beach, California Details
Rachel Pavey's Wells Fargo Advisors Experience June 2013 - August 2013
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry
Experience
Bank of America Merrill Lynch  May 2014 - August 2014
Wells Fargo Advisors   June 2013 - August 2013
Mulholland Vista Capital Advisors, LP   June 2013 - August 2013
Holthouse Carlin & Van Trigt LLP  May 2012 - January 2013

Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Public Speaking, Facebook, Tutoring, Fundraising, Time Management, Teamwork, Customer Service, Training, Research, Event Planning, Social Networking, Recruiting, Social Media, Leadership

Education
University of California, Berkeley - Walter A. Haas School of Business   2011 — 2015
Bachelor of Science (BS), Business

Long Beach Poly High School   2007 — 2011

Jesse Singh Jesse Singh San Francisco Bay Area Details
Jesse Singh's Wells Fargo Advisors Experience January 2013 - December 2014
Job Associate at Fenox Venture Capital
Industry Financial Services
Experience
Fenox Venture Capital  December 2014 - April 2015
Wells Fargo Advisors   January 2013 - December 2014
Solid Roots, LLC   June 2011 - December 2012
Morgan Stanley Smith Barney  April 2012 - June 2012
Louis Vuitton  July 2011 - February 2012

Skills
Bloomberg, Sales, Retail Sales Analysis, Merchandising, Customer Service, Microsoft Excel, PowerPoint, Investments, Banking, Facebook, Finance, Social Media, Teamwork, Public Speaking, Time Management, Portfolio Management, Management, Microsoft Office, Microsoft Word, Financial Analysis, CRM, Leadership, Retail

Education
University of California, Davis   2010 — 2012
Bachelor of Arts (B.A.), Economics

Michael Winemiller Michael Winemiller Dallas, Texas Details
Michael Winemiller's Wells Fargo Advisors Experience February 2008 - July 2013
Job Sr Vice President, Financial Advisor Groupo BBVA Asset Management
Industry Financial Services
Experience
BBVA Asset Management   August 2015 - Present
First Tennessee Bank  November 2013 - Present
SunTrust Investment Services, Inc.   July 2012 - November 2013
Wells Fargo Advisors   February 2008 - July 2013
SunTrust Investment Services, Inc.   April 1999 - February 2008
MetLife  December 1995 - April 1999

Skills
Financial Analysis, Investments, Series 7, Portfolio Management, Wealth Management, Retirement Planning, Finance, Asset Allocation

Education
University of Alabama
Commerce and Buisness Administration, Finance, General

Alvin Ward Alvin Ward Little Rock, Arkansas Details
Alvin Ward's Wells Fargo Advisors Experience February 2010 - April 2013
Job Finance Manager
Industry Automotive
Experience
CRAIN HYUNDAI OF NORTH LITTLE ROCK   July 2015 - Present
Lead Referral Partner - Level 3, Windstream, and Comcast   July 2014 - July 2015
C Spire  June 2013 - June 2014
Wells Fargo Advisors   February 2010 - April 2013
Sprint  August 2008 - May 2009
Emmix   March 2007 - August 2008
TW Telecom  January 2005 - March 2007
NuVox  September 2001 - January 2005
Alltel Wireless  December 2000 - September 2001
SCA - Hygiene and Forest Products Company  October 1997 - December 2000

Skills
Automotive, Automotive Finance and..., Telecommunications, VoIP, Sales, Sales Operations, Solution Selling, Investment Strategies, Management, Sales Management, Financial Advisory, Account Management, Options Strategies, New Business Development, Asset Allocation, 401k, Portfolio Management, Strategic Financial..., Equities, Variable Annuities, Securities, Wireline, GPS Applications, Finance

Education
University of Arkansas   1990 — 1995
BSBA, Finance and Banking

Hall High School

Cindy Ferrell Cindy Ferrell Incline Village, Nevada Details
Cindy Ferrell's Wells Fargo Advisors Experience February 2009 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   February 2009 - Present

Skills
Investments, Insurance, Financial Analysis, Mutual Funds

Education
UCLA
Bachelor of Arts, Economics & Business

Steven Lorch Steven Lorch San Antonio, Texas Area Details
Steven Lorch's Wells Fargo Advisors Experience September 2011 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   September 2011 - Present
Valvtechnologies, Inc.   February 2008 - August 2011
Invesco US  2007 - 2008

Education
University of Arizona, Eller College of Management   2004 — 2007
Bachelor of Science (B.S.), Business Management

University of Westminster
Bachelor of Science (B.S.), Business Management Coursework

Episcopal High School

River Oaks Elementary

Trafton Academy

Margaret Peeples Margaret Peeples Baltimore, Maryland Area Details
Margaret Peeples's Wells Fargo Advisors Experience December 2008 - September 2009
Job Analyst at Cisco Systems
Industry Computer Networking
Experience
Cisco Systems  April 2013 - Present
J.P. Morgan   July 2011 - April 2013
Tacka Financial   April 2010 - July 2011
Wells Fargo Advisors   December 2008 - September 2009

Skills
Data Analysis, Derivatives, Fixed Income, Financial Modeling, Equities, Corporate Finance, Analysis, Financial Analysis, Risk Management, Finance, Bloomberg, Equity Research, Bloomberg Terminal, Retirement Planning, Financial Services, Accounting, Capital Markets, Credit Derivatives, Alternative Investments, Portfolio Management

Education
University of Maryland University College   2014 — 2016
Master of Science (M.S.), Data Analytics

University of Baltimore
Business, Finance

Alexander Scher Alexander Scher Los Angeles, California Details
Alexander Scher's Wells Fargo Advisors Experience 2011 - Present
Job Registered Client Associate at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   2011 - Present

Education
University of Arizona   2007 — 2011
Bachelor of Arts (BA), Economics

William Kendall, CFP® William Kendall, CFP® Stockton, California Details
William Kendall, CFP®'s Wells Fargo Advisors Experience 2009 - Present
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   2009 - Present
Wells Fargo  1989 - Present
Wachovia Securities, LLC  2007 - 2009
A.G. Edwards & Sons, Inc.   1989 - 2007
Dean Witter Reynolds  1983 - 1989

Skills
Investments, Finance, Customer Service, Retirement Planning, Retirement, Strategic Planning, Mutual Funds, Sales Management, Economics, Financial Services

Education
University of California, Berkeley   1976 — 1980
Bachelor of Arts (BA), Political Economics

Holds Series 7, 63 registrations

Jill Slavin Jill Slavin Las Vegas, Nevada Area Details
Jill Slavin's Wells Fargo Advisors Experience December 2012 - July 2014
Job Financial Advisor at CUSO Financial Services, LP
Industry Financial Services
Experience
CUSO Financial Services, LP  July 2014 - Present
Wells Fargo Advisors   December 2012 - July 2014
JPMorgan Chase  September 2009 - November 2012
Wells Fargo Advisors   August 2008 - September 2009
California Wine Country Homes Inc   May 2005 - August 2008
Luther Burbank Savings  January 1999 - January 2007
Bank of America  November 1995 - December 1998
California Federal  November 1991 - December 1995
Continental Savings   1991 - 1995

Education
York University   1984 — 1987
Bachelor of Arts (B.A.)

University of California, Berkeley
Human Resource Management

University of California, Berkeley
Business and Marketing

University of Paris
French & International Studies

Scott Leiber Scott Leiber Bethlehem, Pennsylvania Details
Scott Leiber's Wells Fargo Advisors Experience 2002 - 2013
Job Financial Advisor, Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2013 - Present
Wells Fargo Advisors   2002 - 2013

Education
University of California, Davis   1968 — 1972
Bachelor's Degree, Political Science and Government

Becca (Binder) Moreland, CFP®, ADPA® Becca (Binder) Moreland, CFP®, ADPA® Denver, Colorado Details
Becca (Binder) Moreland, CFP®, ADPA®'s Wells Fargo Advisors Experience February 2000 - March 2013
Job Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co.   March 2013 - Present
Wells Fargo Advisors   February 2000 - March 2013

Skills
Series 7, Wealth Management, Retirement Planning, Mutual Funds

Education
University of Arizona   1992 — 1996
Bachelor's degree, Finance, General

Wheat Ridge   1989 — 1992
High School

Edgar Acosta Edgar Acosta Birmingham, Alabama Area Details
Edgar Acosta's Wells Fargo Advisors Experience February 2008 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   February 2008 - Present

Education
University of Alabama in Huntsville   2002 — 2003
Bachelor of Science in Business Adminstration, Finance

Columbus East High School   1994 — 1998

David Stec David Stec Fort Smith, Arkansas Area Details
David Stec's Wells Fargo Advisors Experience March 2010 - October 2011
Job Pharmaceutical Sales Representative
Industry Pharmaceuticals
Experience
Antares Pharma Inc  March 2015 - Present
Quintiles  July 2012 - March 2015
Wells Fargo Advisors   March 2010 - October 2011
sanofi-aventis  January 1989 - December 2009
SAINT EDWARD MERCY MEDICAL CENTER   May 1986 - December 1988

Skills
Managed Care, Healthcare, Cardiology, Forecasting, Marketing, ENT, Oncology, Strategic Planning, Selling, Urology, Rheumatology, Internal Medicine, Medical Devices, Pharmaceutical Sales, Allergy, Management, Diabetes, New Business Development, Endocrinology, Sales, Direct Sales, Pharmaceutical Industry, Sales Operations, Business Planning, Leadership, Sales Process, Sales Force Development, Cold Calling, Program Management, Customer Satisfaction, Retail, Training, Pulmonology, Sales Effectiveness, Neurology, Team Building, Product Launch, Sales Presentations, Human Resources, Pediatrics, Hospitals, Selling Skills, Customer Service, Investments, Networking, Competitive Analysis, Infectious Diseases, Community Service, Capital Equipment, Hospital Sales

Education
University of Arkansas at Fayetteville   1980 — 1983
BSBA, Marketing, Finance and Real Estate

University of Arkansas at Fort Smith   1978 — 1980
Associate's degree, Business Administration and Management, General

Leland M. Crawford, CIMA® Leland M. Crawford, CIMA® Sacramento, California Area Details
Leland M. Crawford, CIMA®'s Wells Fargo Advisors Experience 1982 - Present
Job Senior Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   1982 - Present

Skills
Asset Allocation, Investments, Investment Management, Mutual Funds, Portfolio Management, Alternative Investments, Asset Management, Retirement Planning, Retirement Benefits, Retirement Solutions

Education
University of California, Davis   1976 — 1980
Bachelors Degree with Honors, Economics

The Wharton School, University of Pennsylvania   2000 — 2000
Certified Investment Management Analyst® Designation

Holds FINRA Series 7, 63, and 65 Registrations

Santa Barbara High School   1974 — 1976

Anthony Ignacio Anthony Ignacio Greater Los Angeles Area Details
Anthony Ignacio's Wells Fargo Advisors Experience March 2009 - Present
Job Vice PresidentInvestment Officer at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   March 2009 - Present
Smith Barney  March 1986 - March 2009

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Risk Management, Access, Investments, Management, Social Media, Sales Management, Marketing, Team Building, Business Development

Education
UCLA   1982 — 1986
Bachelor of Arts (BA), Economics

Bradford Flowers Bradford Flowers Huntsville, Alabama Area Details
Bradford Flowers's Wells Fargo Advisors Experience Senior Vice President - InvestmentsEvans, Watts, Henshaw & Flowers Wealth Management Group of Wells Fargo Advisors LLCJanuary 2015 - Present
Job Senior Vice President Investments at Evans, Watts, Henshaw & Flowers Wealth Management Group of Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   Senior Vice President - InvestmentsEvans, Watts, Henshaw & Flowers Wealth Management Group of Wells Fargo Advisors LLCJanuary 2015 - Present
Wells Fargo Advisors   January 2001 - December 2014

Skills
Retirement Planning, Asset Allocation, Investments, Strategic Planning, Securities, Mutual Funds, Financial Services, Retirement, Strategic Financial..., Finance, Management, Marketing Strategy, Strategic Investment, Financial Analysis, Team Building, Financial Planning

Education
University of Alabama in Huntsville   1987 — 1992
BSBA, Finance

Decatur High School   1982 — 1986

Creighton University
MS Finance

Howard Tong, CFP® Howard Tong, CFP® San Francisco Bay Area Details
Howard Tong, CFP®'s Wells Fargo Advisors Experience July 2003 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors   July 2003 - Present

Skills
Investments, Financial Services, Asset Management, Insurance, Retirement Planning, Retirement Income..., Retirement Plan..., Estate Investment...

Education
University of California, Berkeley   1997 — 2001
Bachelor's Degree

Janis Eskesen Janis Eskesen San Francisco Bay Area Details
Janis Eskesen's Wells Fargo Advisors Experience December 2013 - Present
Job Brokerage Associate at Wells Fargo Advisors
Industry Education Management
Experience
Wells Fargo Advisors   December 2013 - Present
Wells Fargo  April 2011 - Present
UCLA Extension - American Language Center   March 2004 - October 2010

Skills
Budgets, Social Media Marketing, Public Speaking, Social Media, Event Planning, Marketing, Customer Service, Sales, Fundraising, Leadership, Social Networking, Community Outreach, Program Management

Education
University of California, Los Angeles   2009 — 2010
Certificate, Interpretation & Translation for Korean-English

University of California, Los Angeles   2007 — 2010
Certificate, Marketing

University of California, Los Angeles   2000 — 2005
B.A., Psychology & Asian Humanities

Jamie Seim, CFP® Jamie Seim, CFP® Ponte Vedra Beach, Florida Details
Jamie Seim, CFP®'s Wells Fargo Advisors Experience June 2010 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   June 2010 - Present
Ocean Club/The Atlantic   October 2007 - June 2010
Club Paris   November 2004 - August 2007
NGA/Hooters Tour, Buy.Com Tour, Moonlight Golf Tour   September 2000 - November 2004

Skills
Retirement Planning, Financial Advisory, Financial Services, Investment Strategies, Insurance, Risk Management, Asset Allocation, 401k Rollovers, Multi-generational...

Education
University of Arkansas at Little Rock   1998 — 2000
BBA, Finance/Economics

University of Nebraska at Kearney   1996 — 1998
Finance/Economics

Brad Moreno Brad Moreno Charlotte, North Carolina Area Details
Brad Moreno's Wells Fargo Advisors Experience December 2014 - Present
Job Digital Product Delivery Lead
Industry Information Technology and Services
Experience
Wells Fargo Advisors   December 2014 - Present
Cognizant Technology Solutions  June 2013 - December 2014
Deloitte  June 2012 - August 2012
Marathon Oil Corporation  May 2011 - August 2011

Skills
Business Analysis, IT Audit, Business Process, Visio, Business Intelligence, Business Process..., Requirements Analysis, Sarbanes-Oxley Act, Business Process Design, Project Management, SQL, SDLC, Requirements Gathering, Sales, Problem Solving, Data Analysis, Consulting, System Testing, MS Project, Software Documentation, Agile Methodologies, Databases, Analysis, User Acceptance Testing, Business Requirements, Systems Analysis, Software Project..., Quality Center, Agile Project Management, Functional..., Scrum, Software Development, Microsoft Excel

Education
University of Arizona   2009 — 2013
BS/BA, Management Information Systems, Operations Management, Entrepreneurship

Elan Keeler Elan Keeler Alpharetta, Georgia Details
Elan Keeler's Wells Fargo Advisors Experience September 2005 - September 2014
Job Senior Registered Client Associate at Raymond James & Associates, Inc.
Industry Financial Services
Experience
Raymond James & Associates, Inc.   September 2014 - Present
Wells Fargo Advisors   September 2005 - September 2014
SunTrust Investment Services, Inc.   2003 - 2005
Protected Investors of America  1999 - 2005
H&R Block  2001 - 2004

Skills
Series 7, Fixed Annuities, Investments, Sales, Life Insurance, Variable Annuities, Asset Based Lending, Tax Preparation, Leadership, Microsoft Office, Process Improvement, Training, Microsoft Word

Education
University of California, Davis
Bachelor of Arts (B.A.), Psychology

University of California, Davis

Josh Bliss Josh Bliss Scottsdale, Arizona Details
Josh Bliss's Wells Fargo Advisors Experience March 2008 - Present
Job Vice PresidentInvestments, Senior Financial Advisor, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   March 2008 - Present
E*TRADE FINANCIAL  April 2006 - March 2008
Merrill Lynch  2003 - 2006
Estate Planning of California   2001 - 2003

Skills
Investment Strategies, Retirement Planning, Investment Planning, Asset Allocation, 401k Rollovers, Relationship Management, Financial Advisory, Financial Services, Financial Analysis, Wealth Accumulation..., Estate Investment..., Intergenerational..., Wealth Preservation..., Fixed Income Strategies, Stock Research, ETFs, Investments, Stock Trading, Bond Markets, Unit Investment Trusts, 529 Plans, Mutual Funds, Long Term Care Insurance, Life Insurance

Education
University of Arizona   1987 — 1992
B.S

Kevin O'Connor, CFP® Kevin O'Connor, CFP® San Francisco Bay Area Details
Kevin O'Connor, CFP®'s Wells Fargo Advisors Experience January 2009 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors   January 2009 - Present

Education
University of California, Berkeley   1979 — 1983
Political Economy of Industrialized Societies (PEIS)

Robyn Zitzewitz Rose Robyn Zitzewitz Rose Greater Philadelphia Area Details
Robyn Zitzewitz Rose's Wells Fargo Advisors Experience 1996 - Present
Job Associate Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   1996 - Present
Kissinger Financial Services   February 1994 - August 1996

Education
University of California, Irvine   1989 — 1992
Bachelor of Arts (B.A.), Economics

Dennis Chornenky Dennis Chornenky United States Details
Dennis Chornenky's Wells Fargo Advisors Experience April 2008 - November 2010
Job Investment Banker at Lazard
Industry Investment Banking
Experience
Lazard  2014 - Present
Morgan Stanley  December 2010 - September 2013
Wells Fargo Advisors   April 2008 - November 2010
UBS  May 2007 - March 2008

Education
University of Oxford
Master of Business Administration (MBA)

University of California, Berkeley
Bachelor of Arts

Jill Mastin Jill Mastin Montgomery, Alabama Area Details
Jill Mastin's Wells Fargo Advisors Experience January 2010 - January 2011
Job CPA empahsis in Real Estate, Financial Advisor
Industry Investment Management
Experience
Wells Fargo Advisors   January 2010 - January 2011
Column Capital, LLC   May 2005 - June 2008
Guilford Capital   March 2003 - May 2005
Wilson, Price, Barranco, Blankenship & Billingsley, PC   February 1996 - March 2003
Kenmore, Gray & Company   October 1992 - January 1996

Skills
Accounting, Financial Analysis, Tax, CPA, Strategic Financial...

Education
University of Alabama   1988 — 1992
BS, Accounting

Harry Spar Harry Spar Baltimore, Maryland Area Details
Harry Spar's Wells Fargo Advisors Experience October 2012 - Present
Job Financial Advisor at WELLS FARGO ADVISORS, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   October 2012 - Present
Cato Capital LLC   June 2010 - June 2011
The Riderwood Group  February 2008 - April 2009

Skills
Finance, Investments, Alternative Investments, Private Equity, Financial Analysis, Securities, Hedge Funds, Equities, Capital Markets, Strategic Planning, Due Diligence, Public Speaking, Valuation, Fixed Income, Mutual Funds, Financial Services

Education
University of Baltimore
MBA

University of Connecticut

HAFTR

Christina Boyer Christina Boyer Washington, District Of Columbia Details
Christina Boyer's Wells Fargo Advisors Experience March 2013 - April 2015
Job Merrill Lynch Market Executive Assistant
Industry Financial Services
Experience
Merrill Lynch  April 2015 - Present
Wells Fargo Advisors   March 2013 - April 2015
Wells Fargo Advisors LLC  April 2011 - February 2013
PNC Wealth Management  2008 - 2011
PNC Wealth Management  2006 - 2008

Skills
Banking, Alternative Investments, Asset Management, Securities, Portfolio Management, Financial Analysis, Uniform Combined State..., Credit Analysis, Fixed Income

Education
University of Baltimore   2006 — 2009
BS, Finance

Natasha Morris Natasha Morris Orange County, California Area Details
Natasha Morris's Wells Fargo Advisors Experience October 2011 - Present
Job Financial Advisors at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   October 2011 - Present
Genesis Travel Group   July 2008 - October 2011
Genesis Real Estate and Loan Services   July 2004 - October 2011
AHS  October 1999 - July 2004
San Bruno Police Department   February 1992 - October 1999

Skills
Real Estate, Investments, Portfolio Management, Estate Planning, Insurance, Finance, Retirement Planning, Entrepreneurship, Small Business, Mergers & Acquisitions, Management, Investment Strategies, New Business Development, Retirement, Loans, Customer Service, Coaching, Mortgage Lending, Financial Services, Securities, Wealth

Education
UCLA

Jeff Scofield Jeff Scofield Greater Los Angeles Area Details
Jeff Scofield's Wells Fargo Advisors Experience July 2015 - Present
Job Regional Brokerage Manager, Senior Vice President at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   July 2015 - Present
US Trust  January 2011 - June 2015
Wells Fargo Advisors   2007 - 2011
Banc of America Investment Services  2004 - 2007
Morgan Stanley  1991 - 2004

Skills
Asset Allocation, Securities, Alternative Investments, Investment Management, Mutual Funds, Asset Managment, 401k

Education
University of California, Los Angeles
BA, Political Science

University of California, Los Angeles

Yvonne Oliver Yvonne Oliver Columbia, Missouri Details
Yvonne Oliver's Wells Fargo Advisors Experience February 2011 - July 2011
Job Project QA Lead at MasterCard
Industry Information Technology and Services
Experience
MasterCard  July 2015 - Present
Ameren  March 2014 - May 2015
Reinsurance Group of America  September 2012 - September 2013
Elsevier (Reed) / Fusion Tech   December 2011 - March 2012
Wells Fargo Advisors   February 2011 - July 2011
U. S. Bank   February 2010 - January 2011
Amedisys  October 2009 - December 2009
NWP Services Corporation  April 1997 - October 2008
Cashmere House, Inc.   January 1993 - April 1997

Skills
Process Improvement, SDLC, Microsoft SQL Server, Quality Assurance, Project Management, Testing, Software Documentation, Requirements Gathering, Integration, Business Process, Scrum, SQL, Business Analysis, Agile Methodologies, Management, Leadership, Software Quality..., Business Intelligence, User Acceptance Testing, Software Development

Education
University of California, Irvine   1999 — 2001
Computer Science

Michael Conn Michael Conn San Francisco Bay Area Details
Michael Conn's Wells Fargo Advisors Experience March 2010 - September 2012
Job Campus Executive Director at UEI College
Industry Education Management
Experience
UEI College  May 2015 - Present
Everest College Ontario Campus   February 2014 - May 2015
WyoTech  September 2012 - September 2013
Wells Fargo Advisors   March 2010 - September 2012
Skyline Management Associates   2005 - 2010
Geary Automotive Service, Inc.   1990 - 2005

Skills
Management Consulting, Change Management, Business Transformation, Business Strategy, Business Process..., Organizational Design, Organizational..., Strategic Planning, Program Management, Leadership Development, Performance Improvement, Strategy, Business Planning, Business Analysis, Process Improvement, Project Management, Performance Management, Risk Management, Budgets, Operations Management, Business Development, Management, Forecasting, Public Speaking, Customer Service, Human Resources, Higher Education, Staff Development, Team Building, Microsoft Office, Leadership

Education
University of California, Berkeley
Bachelor of Arts (B.A.), PEIS Political Economies of Industrial Societies)

Rick E. Lessley, CFP ® Rick E. Lessley, CFP ® Birmingham, Alabama Area Details
Rick E. Lessley, CFP ®'s Wells Fargo Advisors Experience October 2007 - Present
Job Financial AdvisorSVP Investments at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  October 2007 - Present
Wells Fargo Advisors   October 2007 - Present
Merrill Lynch  August 1995 - September 2007

Skills
Investments, Finance, Asset Allocation, Insurance, Mutual Funds, Retirement, Investment Strategies, Retirement Planning, 401k, IRAs

Education
University of Alabama at Birmingham
BS-Business, Finance

Matt Jennette Matt Jennette Birmingham, Alabama Area Details
Matt Jennette's Wells Fargo Advisors Experience April 2010 - April 2011
Job Wealth Management Banker
Industry Financial Services
Experience
Merrill Lynch  April 2011 - Present
Wells Fargo Advisors   April 2010 - April 2011
Wells Fargo  June 2009 - March 2010
Wachovia Bank  October 2006 - May 2009

Education
University of Alabama   2001 — 2005
Bachelor of Arts (B.A.), History

Jennifer Nelson, CIMA® Jennifer Nelson, CIMA® San Francisco Bay Area Details
Jennifer Nelson, CIMA®'s Wells Fargo Advisors Experience October 2012 - Present
Job Financial Advisor with The Gough Nelson Wealth Management Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   October 2012 - Present
BlackRock  January 2007 - June 2011
Franklin Templeton Investments  November 1996 - February 2006

Skills
401K Rollovers, Retirement Planning, Investment Strategies, Mutual Funds, 401k, Asset Managment, Separately Managed..., Equities, Fixed Income, Annuities, Insurance

Education
University of California, Davis   1990 — 1994
BA, Exercise Physiology

Castro Valley High School

Ann Wong Ann Wong San Francisco Bay Area Details
Ann Wong's Wells Fargo Advisors Experience August 1984 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   August 1984 - Present
Wachovia Securities Financial Network  August 1984 - May 2009

Skills
Investments, Securities, Mutual Funds, Asset Allocation, Investment Strategies, Alternative Investments, Insurance, Retirement, Retirement Planning, Portfolio Management, Asset Management

Education
University of California, Davis   1979 — 1985

University of California, Davis   1980 — 1984
BA, Economics, Political Science

Teri Harris Teri Harris Jackson, California Details
Teri Harris's Wells Fargo Advisors Experience May 2007 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   May 2007 - Present
Hilltop Investments at Mechanics Bank   March 1999 - May 2007
Bank of America  1997 - March 1999

Skills
Financial Services, 401k Rollovers, Asset Allocation, Business Succession..., 401k, Deferred Compensation, Fixed Income Strategies, Insurance, Investment Retirement..., Risk Management, Mutual Funds, ETFs, Annuities, Bonds, Stocks, Wealth Preservation...

Education
University of California, Berkeley   1967 — 1971
Bachelor of Arts, Sociology and Economics

Catharine (Katie) Hobbs Catharine (Katie) Hobbs Visalia, California Area Details
Catharine (Katie) Hobbs's Wells Fargo Advisors Experience February 2009 - Present
Job Vice President Investment Officer Hobbs, Conner, & Tirapelle Wealth Managment Group of Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors   February 2009 - Present
Merrill Lynch  April 1996 - February 2009

Skills
Retirement, Investments, Finance, Retirement Planning, Strategic Planning, Mutual Funds, Securities, Insurance, Financial Reporting, Asset Allocation, Alternative Investments, Equities, Financial Analysis

Education
University of California, Irvine   1986 — 1990
BA, Criminal Law -- Social Ecology

Thomas Downey High School

TerriLee Bartlett TerriLee Bartlett Anchorage, Alaska Details
TerriLee Bartlett's Wells Fargo Advisors Experience August 2006 - August 2008
Job Wealth Advisor
Industry Banking
Experience
Wells Fargo Private Bank  August 2008 - Present
Wells Fargo Advisors   August 2006 - August 2008
Northwestern Mutual  August 2001 - August 2006
RE/MAX Dynamic Realty   November 1976 - May 1987

Skills
Customer Service, Management, Microsoft Office, Leadership, Sales, Banking, Financial Analysis, Microsoft Word, Risk Management, Marketing, Public Speaking, Business Strategy, Finance

Education
University of Alaska Anchorage
Business Administration and Management, General

University of Northern Colorado
Business Administration and Management, General

Francis L. Gibson Jr. Francis L. Gibson Jr. Washington, District Of Columbia Details
Francis L. Gibson Jr.'s Wells Fargo Advisors Experience 1999 - 2004
Job Managing Director @ DS CORPORATE CONSULTANTS LTD
Industry Financial Services
Experience
DS CORPORATE CONSULTANTS LTD   2008 - Present
Ideal Pacific Management Group LLC Mountain Equity Partners LLC   January 2007 - Present
Mountain Equity Funding Goup LLC   2007 - 2012
First Merchants Securities   2004 - 2007
Wells Fargo Advisors   1999 - 2004
Marcus & Millichap  1988 - 1991
Dallas Cowboys  1988 - 1988

Education
University of Arizona   1983 — 1988

Michael Mosher Michael Mosher San Francisco Bay Area Details
Michael Mosher's Wells Fargo Advisors Experience April 2010 - Present
Job Regional Brokerage Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   April 2010 - Present
Citigroup  October 2005 - April 2010
Marketing One Securities   1993 - 1998

Education
University of California, Berkeley
Bachelor’s Degree

University of Phoenix
Master of Business Administration (M.B.A.)

Patrick Scheid Patrick Scheid United States Details
Patrick Scheid's Wells Fargo Advisors Experience January 1997 - January 1999
Job Sales Manager Tiffany & Co.
Industry Retail
Experience
Tiffany & Co.   January 2014 - Present
Target  April 2010 - January 2014
7-Eleven, Inc  January 2008 - April 2010
Sedalia Food and Vending   January 1999 - January 2008
Wells Fargo Advisors   January 1997 - January 1999

Skills
Leadership, Management, Sales, Coaching, Budgets, Operations Management, Retail, Strategy, Team Leadership, Merchandising, CRM, Business Development, Inventory Management, P&L Management, Customer Service, Store Management, Time Management, Team Building, Inventory Control, Sales Management, Visual Merchandising, Loss Prevention, Store Operations, Profit

Education
University of Missouri-Columbia   2001 — 2003
MBA, Management

University of Arizona   1993 — 1997
BA, Economics

Nicholas Steffy Nicholas Steffy Phoenix, Arizona Area Details
Nicholas Steffy's Wells Fargo Advisors Experience July 2011 - April 2013
Job Senior Regional Account Executive at Vantiv
Industry Financial Services
Experience
Vantiv  March 2014 - Present
Wells Fargo  May 2013 - February 2014
Wells Fargo Advisors   July 2011 - April 2013
Wells Fargo  October 2008 - August 2010
Enterprise Rent-A-Car  August 2007 - September 2008
Absolutely Kosher Records  May 2006 - August 2006

Skills
Customer Service, Direct Sales, Account Management, Pricing Strategy, Retail Banking, Customer Retention, Marketing, Inventory Management, Cross-functional Team..., Portfolio Management, Marketing Communications, Strategic Partnerships, Negotiation, Wealth Management, Team Building, Credit, Small Business Lending, Loan Origination, Loans, Consumer Lending, Credit Risk, Credit Analysis, Commercial Banking, Banking, Mortgage Lending, Commercial Lending

Education
University of Arizona   2003 — 2007
Bachelor of Business Administration (B.B.A.), Marketing

Michelle Nicole Payton Michelle Nicole Payton Charlotte, North Carolina Area Details
Michelle Nicole Payton's Wells Fargo Advisors Experience January 2011 - August 2012
Job Client Service Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  August 2012 - November 2014
Wells Fargo Advisors   January 2011 - August 2012
E*TRADE Financial  2008 - 2008
E*TRADE Financial  2007 - 2008

Skills
Research, Escalation, Customer Service, IRAs, Asset, AML, Retirement, Trading, Options, Call Center, Fixed Income, Series 7, Series 63, Series 9, Series 10, Situational Leadership

Education
The Manchester Metropolitan University   2002 — 2003

University of California, Davis   1998 — 2000

Greg Duszota Greg Duszota Little Rock, Arkansas Area Details
Greg Duszota's Wells Fargo Advisors Experience Mortgage Loan OfficerWells FargoDecember 2005 - July 2006
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   Mortgage Loan OfficerWells FargoDecember 2005 - July 2006

Skills
Retirement Planning, Series 7, Mortgage, Financial Advisory, Bonds, Mortgage Lending, Securities, Options, Refinance, Equities

Education
University of Arkansas at Little Rock   1998 — 2004
BBA, International Business

Andrew Penn Andrew Penn Greater Los Angeles Area Details
Andrew Penn's Wells Fargo Advisors Experience 2008 - 2011
Job Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc.  February 2011 - Present
Wells Fargo Advisors   2008 - 2011

Education
UCLA
Bachelor of Arts (B.A.), Economics

Dan Dimick Dan Dimick Birmingham, Alabama Area Details
Dan Dimick's Wells Fargo Advisors Experience November 1997 - Present
Job Financial Advisor at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors   November 1997 - Present
Samuel Specialty Metals   April 1996 - November 1997
Reynolds Metals  February 1985 - April 1996

Skills
Investments, Mutual Funds, Retirement Planning, Retirement, Estate Planning...

Education
University of Alabama   1992 — 1994
MBA, Finance

Woodlawn High   1978 — 1982

Judith Hole Judith Hole Torrance, California Details
Judith Hole's Wells Fargo Advisors Experience 2005 - 2011
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo Advisors   2005 - 2011
Lomita, CA   September 1999 - June 2005

Education
University of California, Berkeley

jeff sprague jeff sprague Montgomery, Alabama Details
jeff sprague's Wells Fargo Advisors Experience August 2001 - Present
Job vice president at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   August 2001 - Present

Skills
Series 63, Wealth Management, Retirement Planning, Investments, Mutual Funds, Series 65, Portfolio Management, Securities, Fixed Income, Investment Advisory, Alternative Investments, Equities, Series 24, Asset Allocation

Education
University of Alabama   1978 — 1982

Mimi Dunn Mimi Dunn Birmingham, Alabama Details
Mimi Dunn's Wells Fargo Advisors Experience April 2001 - July 2009
Job Investment Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  July 2009 - Present
Wells Fargo Advisors   April 2001 - July 2009
Merrill Lynch  April 1997 - April 2001

Education
University of Alabama   1991 — 1995
Bachelor of Science (BS), Finance

Ty Schommer Ty Schommer Anchorage, Alaska Details
Ty Schommer's Wells Fargo Advisors Experience May 2006 - February 2013
Job portfolio manager at Arbor Capital Management
Industry Investment Management
Experience
Arbor Capital Management   February 2013 - Present
Wells Fargo Advisors   May 2006 - February 2013
Morgan Stanley  November 1994 - May 2006

Skills
Portfolio Management, Equities, Investments, Asset Allocation, Finance

Education
University of Alaska Fairbanks   1989 — 1993
Bachelor of Business Administration (BBA), Business Administration and Management, General

Larry Marzette Larry Marzette Douglasville, Georgia Details
Larry Marzette's Wells Fargo Advisors Experience April 2008 - July 2011
Job EDI Technical Support Analyst at Cahaba GBA
Industry Insurance
Experience
Cahaba GBA  August 2011 - Present
Kappa Nu Kappa (Kappa League)   July 2009 - Present
Wells Fargo Advisors   April 2008 - July 2011

Skills
ANSI X12, EDI, HIPAA, 837P, 837I, Customer Service

Education
University of Alabama at Birmingham   2003 — 2008
Bachelor of Science (BS), Psychology

John Troncale, CFP® John Troncale, CFP® Gadsden, Alabama Details
John Troncale, CFP®'s Wells Fargo Advisors Experience November 2008 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   November 2008 - Present
Merrill Lynch  May 2000 - November 2008

Education
University of Alabama
Bachelor of Science (B.S.), Finance

Mike C Kim Mike C Kim Palos Verdes Peninsula, California Details
Mike C Kim's Wells Fargo Advisors Experience May 2009 - Present
Job Senior Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   May 2009 - Present

Education
University of California, Irvine   1983 — 1988
ECONOMICS

Tanner Phillips Tanner Phillips Phoenix, Arizona Details
Tanner Phillips's Wells Fargo Advisors Experience January 2009 - June 2013
Job Vice President at STORE Capital
Industry Real Estate
Experience
STORE Capital  June 2013 - Present
Wells Fargo Advisors   January 2009 - June 2013

Skills
Financial Analysis, Financial Modeling, Investments, Portfolio Management, Real Estate Transactions

Education
University of Arizona, Eller College of Management   2004 — 2008
Bachelor of Science (B.S.), Finance and Entrepreneurship

Diane Yip Diane Yip San Francisco, California Details
Diane Yip's Wells Fargo Advisors Experience 2001 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo Advisors   2001 - 2012
AT&T  1997 - 2000
AT&T  1992 - 1996
AT&T  1987 - 1992
AT&T  1986 - 1987

Skills
Management, Human Resources, Budgets, Procurement, Problem Solving, Securities, Customer Service, Project Management, Risk Management, Change Management

Education
University of California, Davis
Bachelor's Degree, Social Sciences

Anna Hathaway Anna Hathaway Charlotte, North Carolina Details
Anna Hathaway's Wells Fargo Advisors Experience November 2008 - Present
Job Financial Advisor, CRPC at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   November 2008 - Present
Bank of America  August 2008 - November 2008
Wells Fargo Advisors   March 2007 - July 2008

Skills
Investments, Retirement Planning, Financial Analysis, Portfolio Management, Financial Planning, Insurance, Risk Management, Mutual Funds, Financial Services, 401k Rollovers, Asset Allocation, series 7, series 66, series 9/10, CRPC, Annuity License

Education
University of Alaska Anchorage   2000 — 2004
Bachelor's Degree, Business Administration and Management, General

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