Wells Fargo Advisors
Industry: Subsidiary
DescriptionWells Fargo Advisors is a subsidiary of Wells Fargo, located in St Louis, Missouri. It is the ninth largest brokerage firm in the United States as of August 17, 2017 with $490 billion retail client assets under management. Headquarters: St. Louis, Missouri, United States Number of employees: 15,000 Advisors Parent organization: Wells Fargo Founded: 4 September 2001 Total assets: 490 billion USD Subsidiaries: Wachovia Securities (Argentina) LLC (Buenos Aires Argentina),
Wells Fargo Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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7,010 Wells Fargo Advisors employees in database. Find out everything there's to know about Wells Fargo Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Advisors Employees
Employee
Years
Job
Industry
Jennifer Kao Jennifer Kao's Wells Fargo Advisors Experience November 2012 - Present
Job Senior Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors November 2012 - Present
Morgan Stanley Smith Barney August 2010 - December 2012
Deutsche Bank May 2008 - August 2010
RBC Wealth Management August 2006 - May 2008
Prudential Financial August 2003 - August 2006
Education
University of California, Riverside 1999 — 2003
Bachelor of Science, Business Administration
Wells Fargo Advisors November 2012 - Present
Morgan Stanley Smith Barney August 2010 - December 2012
Deutsche Bank May 2008 - August 2010
RBC Wealth Management August 2006 - May 2008
Prudential Financial August 2003 - August 2006
Education
University of California, Riverside 1999 — 2003
Bachelor of Science, Business Administration
Christopher J. Lee Christopher J. Lee's Wells Fargo Advisors Experience January 2010 - May 2011
Job Analyst, Pricing and Yield Management
Industry Marketing and Advertising
Experience
YuMe April 2015 - Present
OneWest Bank October 2013 - April 2015
OneWest Bank December 2012 - October 2013
OneWest Bank November 2011 - November 2012
Wells Fargo Advisors January 2010 - May 2011
Skills
Cash Flow Forecasting, Mortgage Banking, Financial Modeling, Loan Portfolio Analysis, Mortgage Servicing, Bloomberg Terminal, Valuation Modeling, Investment Portfolio, Portfolio Performance..., SQL Server Management..., Reserve Analysis, R, VBA, BlackRock Aladdin, MIAC/WinOAS, Financial Accounting, Finance, Analysis
Education
University of California, San Diego 2007 — 2011
B.S., Management Science
YuMe April 2015 - Present
OneWest Bank October 2013 - April 2015
OneWest Bank December 2012 - October 2013
OneWest Bank November 2011 - November 2012
Wells Fargo Advisors January 2010 - May 2011
Skills
Cash Flow Forecasting, Mortgage Banking, Financial Modeling, Loan Portfolio Analysis, Mortgage Servicing, Bloomberg Terminal, Valuation Modeling, Investment Portfolio, Portfolio Performance..., SQL Server Management..., Reserve Analysis, R, VBA, BlackRock Aladdin, MIAC/WinOAS, Financial Accounting, Finance, Analysis
Education
University of California, San Diego 2007 — 2011
B.S., Management Science
Lindsay Muller Lindsay Muller's Wells Fargo Advisors Experience June 2014 - August 2014
Job Associate Consultant at Bain & Company
Industry
Experience
Bain & Company September 2015 - Present
Wells Fargo Advisors June 2014 - August 2014
Capital One January 2014 - January 2014
Durango Operating, LLC May 2013 - August 2013
Anthropologie May 2013 - August 2013
P.F. Chang's China Bistro May 2012 - January 2013
Roediger Memory Lab August 2012 - December 2012
Fairview Inn May 2010 - August 2012
Education
Washington University in St. Louis 2011 — 2015
BA, Philosophy-Neuroscience-Psychology, Minor in Legal Studies, Magna cum laude
University of Cape Town 2014 — 2014
Study Abroad
St. Andrew's Episcopal School 1997 — 2011
Bain & Company September 2015 - Present
Wells Fargo Advisors June 2014 - August 2014
Capital One January 2014 - January 2014
Durango Operating, LLC May 2013 - August 2013
Anthropologie May 2013 - August 2013
P.F. Chang's China Bistro May 2012 - January 2013
Roediger Memory Lab August 2012 - December 2012
Fairview Inn May 2010 - August 2012
Education
Washington University in St. Louis 2011 — 2015
BA, Philosophy-Neuroscience-Psychology, Minor in Legal Studies, Magna cum laude
University of Cape Town 2014 — 2014
Study Abroad
St. Andrew's Episcopal School 1997 — 2011
Robert Washington Robert Washington's Wells Fargo Advisors Experience May 2014 - Present
Job Senior Project Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors May 2014 - Present
Edward Jones March 2013 - February 2014
Edward Jones October 2009 - March 2013
Edward Jones January 2003 - October 2009
Edward Jones May 1999 - December 2002
Skills
Business Analysis, Requirements Gathering, Risk Management, Process Improvement, Resource Allocation, Project Management, Associate Development, Application Support, Cost Management, Projects, Team-oriented, Leading Diverse Teams, Managing Associates, Project Planning, Access, Customer Service, Team Leadership, SDLC
Education
Webster University 2001 — 2003
Master of Arts (M.A.), Computer Resources and Information Management
Central Missouri State University 1995 — 1999
Bachelor of Business Administration (BBA), Computer Information Systems
Wells Fargo Advisors May 2014 - Present
Edward Jones March 2013 - February 2014
Edward Jones October 2009 - March 2013
Edward Jones January 2003 - October 2009
Edward Jones May 1999 - December 2002
Skills
Business Analysis, Requirements Gathering, Risk Management, Process Improvement, Resource Allocation, Project Management, Associate Development, Application Support, Cost Management, Projects, Team-oriented, Leading Diverse Teams, Managing Associates, Project Planning, Access, Customer Service, Team Leadership, SDLC
Education
Webster University 2001 — 2003
Master of Arts (M.A.), Computer Resources and Information Management
Central Missouri State University 1995 — 1999
Bachelor of Business Administration (BBA), Computer Information Systems
Sylvia (Fischer) Geffen Sylvia (Fischer) Geffen's Wells Fargo Advisors Experience We work with a select group of businesses, foundations, and individuals, to grow and protect their assets. We develop customized investment strategies dealing with asset allocation, retirement, and income solutions.Vice President-InvestmentsSmith Barney2006 - 2009
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors We work with a select group of businesses, foundations, and individuals, to grow and protect their assets. We develop customized investment strategies dealing with asset allocation, retirement, and income solutions.Vice President-InvestmentsSmith Barney2006 - 2009
Morgan Stanley Wealth Management 1983 - 2006
Skills
Investments, Asset Allocation, Finance, Investment Strategies, Fixed Income, Retirement Planning, Securities, Insurance, Management Consulting, Economics, Tax
Education
University of California, Los Angeles 1974 — 1978
Bachelor of Science (BS), Economics
Wells Fargo Advisors We work with a select group of businesses, foundations, and individuals, to grow and protect their assets. We develop customized investment strategies dealing with asset allocation, retirement, and income solutions.Vice President-InvestmentsSmith Barney2006 - 2009
Morgan Stanley Wealth Management 1983 - 2006
Skills
Investments, Asset Allocation, Finance, Investment Strategies, Fixed Income, Retirement Planning, Securities, Insurance, Management Consulting, Economics, Tax
Education
University of California, Los Angeles 1974 — 1978
Bachelor of Science (BS), Economics
Blake Nakamura Blake Nakamura's Wells Fargo Advisors Experience April 2011 - November 2013
Job MBA and CFP Candidate, Union Bank MUFG
Industry Financial Services
Experience
Union Bank November 2013 - Present
Wells Fargo Advisors April 2011 - November 2013
California First Leasing Corporation May 2010 - March 2011
Skills
Investments, Wealth Management, Financial Services, Series 63, Portfolio Management, Banking, Investment Advisory, Small Business Lending, Financial Analysis, Finance, Relationship Management, Retirement Planning, Mutual Funds, Securities, Loans, Credit, Strategic Financial..., Financial Advisory, Asset Management, Credit Analysis, Commercial Lending, Loan Origination, Commercial Banking, Insurance, Risk Management, Asset Allocation, Uniform Combined State..., Retirement, Investment Strategies, Consumer Lending, Series 6, Equities, Fixed Annuities, IRAs, Fixed Income, Life Insurance, 401k, Private Banking, Retail Banking, FINRA, ETFs, 401k Rollovers, Cross Selling, Investment Management, Bonds, Wealth Management..., Mortgage Lending, Wealth, Lines Of Credit
Education
University of California, Los Angeles 2015 — 2017
MBA candidate, Financial Planning and Services
California State University-Long Beach 2003 — 2008
Business Economics, Business/Managerial Economics
Union Bank November 2013 - Present
Wells Fargo Advisors April 2011 - November 2013
California First Leasing Corporation May 2010 - March 2011
Skills
Investments, Wealth Management, Financial Services, Series 63, Portfolio Management, Banking, Investment Advisory, Small Business Lending, Financial Analysis, Finance, Relationship Management, Retirement Planning, Mutual Funds, Securities, Loans, Credit, Strategic Financial..., Financial Advisory, Asset Management, Credit Analysis, Commercial Lending, Loan Origination, Commercial Banking, Insurance, Risk Management, Asset Allocation, Uniform Combined State..., Retirement, Investment Strategies, Consumer Lending, Series 6, Equities, Fixed Annuities, IRAs, Fixed Income, Life Insurance, 401k, Private Banking, Retail Banking, FINRA, ETFs, 401k Rollovers, Cross Selling, Investment Management, Bonds, Wealth Management..., Mortgage Lending, Wealth, Lines Of Credit
Education
University of California, Los Angeles 2015 — 2017
MBA candidate, Financial Planning and Services
California State University-Long Beach 2003 — 2008
Business Economics, Business/Managerial Economics
Mari Kodama Mari Kodama's Wells Fargo Advisors Experience August 2010 - October 2012
Job JTK Management Restaurants
Industry Restaurants
Experience
Dock & Dine Restaurant October 2012 - Present
Wells Fargo Advisors August 2010 - October 2012
Santa Barbara Shellfish Company June 2008 - April 2010
Skills
Restaurant Management, Restaurants, Food & Beverage, Hospitality, Menu Development, Customer Service, Food Service, Catering, Food, Hospitality Management, Inventory Management, Income Statement, Team Building, Multi-unit, Culinary Skills, Sales, Fine Dining, Budgets, Banquets, Hospitality Industry, Retail, Management
Education
University of California, Santa Barbara
Bachelor of Science (BS), Business Economics & Asian American Studies
Dock & Dine Restaurant October 2012 - Present
Wells Fargo Advisors August 2010 - October 2012
Santa Barbara Shellfish Company June 2008 - April 2010
Skills
Restaurant Management, Restaurants, Food & Beverage, Hospitality, Menu Development, Customer Service, Food Service, Catering, Food, Hospitality Management, Inventory Management, Income Statement, Team Building, Multi-unit, Culinary Skills, Sales, Fine Dining, Budgets, Banquets, Hospitality Industry, Retail, Management
Education
University of California, Santa Barbara
Bachelor of Science (BS), Business Economics & Asian American Studies
Dan Gepford's Wells Fargo Advisors Experience October 2008 - January 2010
Job Program Director at YMCA of Greater Cincinnati
Industry Health, Wellness and Fitness
Experience
YMCA of Greater Cincinnati June 2012 - Present
YMCA of Greater Cincinnati July 2008 - June 2012
YMCA of Greater Cincinnati June 2007 - August 2010
Wells Fargo Advisors October 2008 - January 2010
YMCA of Greater Cincinnati August 2007 - June 2009
Skills
Eagle Scout, Cpr Certified, First Aid, Fundraising, Public Speaking, Event Planning, Customer Service, Non-profits, PowerPoint, Time Management, Microsoft Excel, Volunteer Management, Microsoft Office, Microsoft Word, Outlook, Social Media, Event Management, Marketing, Process Scheduler, Sales, Research, Social Media Marketing, Team Leadership, Budget Monitoring, AS-400, Sports, Social Networking, Youth Development, Sports Marketing, Program Development, Team Building, Budgets, SPSS, Sports Management, Management, Leadership, Nonprofits
Education
University of Cincinnati 2007 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Anderson High School 2003 — 2007
High School Diploma, Honors
YMCA of Greater Cincinnati June 2012 - Present
YMCA of Greater Cincinnati July 2008 - June 2012
YMCA of Greater Cincinnati June 2007 - August 2010
Wells Fargo Advisors October 2008 - January 2010
YMCA of Greater Cincinnati August 2007 - June 2009
Skills
Eagle Scout, Cpr Certified, First Aid, Fundraising, Public Speaking, Event Planning, Customer Service, Non-profits, PowerPoint, Time Management, Microsoft Excel, Volunteer Management, Microsoft Office, Microsoft Word, Outlook, Social Media, Event Management, Marketing, Process Scheduler, Sales, Research, Social Media Marketing, Team Leadership, Budget Monitoring, AS-400, Sports, Social Networking, Youth Development, Sports Marketing, Program Development, Team Building, Budgets, SPSS, Sports Management, Management, Leadership, Nonprofits
Education
University of Cincinnati 2007 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Anderson High School 2003 — 2007
High School Diploma, Honors
Alison P. Scavone Alison P. Scavone's Wells Fargo Advisors Experience August 2014 - Present
Job Managing DirectorInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors August 2014 - Present
Norwalk Hospital January 2010 - Present
Morgan Stanley July 2007 - August 2014
Smith Barney 1985 - 2007
Skills
Alternative Investments, Asset Allocation, Estate Planning, Insurance, Mergers, Strategic Planning, Due Diligence, Investment Strategies, Valuation, Business Planning, Business Strategy, Asset Management, Investments, Series 7, Wealth Management
Education
University of Connecticut 1977 — 1981
BA, Economics
Wells Fargo Advisors August 2014 - Present
Norwalk Hospital January 2010 - Present
Morgan Stanley July 2007 - August 2014
Smith Barney 1985 - 2007
Skills
Alternative Investments, Asset Allocation, Estate Planning, Insurance, Mergers, Strategic Planning, Due Diligence, Investment Strategies, Valuation, Business Planning, Business Strategy, Asset Management, Investments, Series 7, Wealth Management
Education
University of Connecticut 1977 — 1981
BA, Economics
Nicole Messner Nicole Messner's Wells Fargo Advisors Experience May 2013 - August 2013
Job Owner at Wise Photography & Social Media
Industry Design
Experience
Hair Candy Products September 2014 - Present
Wise Photography & Social Media March 2014 - Present
Atlantic Records May 2013 - December 2013
Krutchie Entertainment November 2013 - November 2013
Wells Fargo Advisors May 2013 - August 2013
Daily Bruin Newspaper October 2012 - June 2013
UCLA Undergraduate Science Journal January 2013 - May 2013
Ventura Blvd. Magazine November 2012 - January 2013
Stephanie Hogue Photography June 2012 - September 2012
Skills
Photography, Photoshop, Illustrator, Social Media, InDesign, Graphic Design, Creative Direction, Teaching, Microsoft Word, Editing, Customer Service, Digital Marketing, Art, Blogging, Research, Layout, Social Networking, Social Media Marketing, Public Relations, Event Planning, Online Marketing, Marketing, Facebook, Advertising, Digital Media, Music, Event Management, Email Marketing, Press Releases
Education
UCLA 2011 — 2014
Bachelor's Degree, Graphic Design
Ventura High School 2007 — 2011
Hair Candy Products September 2014 - Present
Wise Photography & Social Media March 2014 - Present
Atlantic Records May 2013 - December 2013
Krutchie Entertainment November 2013 - November 2013
Wells Fargo Advisors May 2013 - August 2013
Daily Bruin Newspaper October 2012 - June 2013
UCLA Undergraduate Science Journal January 2013 - May 2013
Ventura Blvd. Magazine November 2012 - January 2013
Stephanie Hogue Photography June 2012 - September 2012
Skills
Photography, Photoshop, Illustrator, Social Media, InDesign, Graphic Design, Creative Direction, Teaching, Microsoft Word, Editing, Customer Service, Digital Marketing, Art, Blogging, Research, Layout, Social Networking, Social Media Marketing, Public Relations, Event Planning, Online Marketing, Marketing, Facebook, Advertising, Digital Media, Music, Event Management, Email Marketing, Press Releases
Education
UCLA 2011 — 2014
Bachelor's Degree, Graphic Design
Ventura High School 2007 — 2011
Joe O'Leary Joe O'Leary's Wells Fargo Advisors Experience May 2007 - September 2009
Job Account Executive Preferred Corporate Accounts at Dell
Industry Computer Networking
Experience
Dell June 2014 - Present
CDNetworks March 2013 - Present
Kenandy, Inc. June 2012 - December 2012
Xsigo Systems December 2009 - June 2012
Wells Fargo Advisors May 2007 - September 2009
Morgan Stanley Smith Barney 2004 - 2007
A.G. Edwards & Sons, Inc. 2003 - 2004
Skills
Territory Management, Training Development, Presentations, Seminars, Sales Account Management, Sales Cycle Management, Direct Mail Campaigns, Strategic Marketing..., Client Relations, Client Services, Cold Calling, Sales Pipeline..., Contract Negotiations, Networking, Strategic Planning, Sales Management, Client, Sales, Employee Training, Salesforce.com, Sales Force Development, Training, SaaS, Enterprise Solution..., Marketing, Contract Negotiation, E-commerce, Solution Selling, Sales Operations, Enterprise Software, CRM, Direct Sales, Lead Generation, Enterprise Technology...
Education
UCSB 1999 — 2003
BA, Bussiness Economics w/ Emphasis in Accounting
Dell June 2014 - Present
CDNetworks March 2013 - Present
Kenandy, Inc. June 2012 - December 2012
Xsigo Systems December 2009 - June 2012
Wells Fargo Advisors May 2007 - September 2009
Morgan Stanley Smith Barney 2004 - 2007
A.G. Edwards & Sons, Inc. 2003 - 2004
Skills
Territory Management, Training Development, Presentations, Seminars, Sales Account Management, Sales Cycle Management, Direct Mail Campaigns, Strategic Marketing..., Client Relations, Client Services, Cold Calling, Sales Pipeline..., Contract Negotiations, Networking, Strategic Planning, Sales Management, Client, Sales, Employee Training, Salesforce.com, Sales Force Development, Training, SaaS, Enterprise Solution..., Marketing, Contract Negotiation, E-commerce, Solution Selling, Sales Operations, Enterprise Software, CRM, Direct Sales, Lead Generation, Enterprise Technology...
Education
UCSB 1999 — 2003
BA, Bussiness Economics w/ Emphasis in Accounting
Stephen Sopko, CRPC® Stephen Sopko, CRPC®'s Wells Fargo Advisors Experience October 2004 - Present
Job Financial Advisor & Assistant Vice President Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors October 2004 - Present
Skills
Investments, Retirement Planning
Education
The University of Charleston 1999 — 2004
Bachelor of Science (BS), Business/Commerce, General
The University of Charleston 1999 — 2004
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Wells Fargo Advisors October 2004 - Present
Skills
Investments, Retirement Planning
Education
The University of Charleston 1999 — 2004
Bachelor of Science (BS), Business/Commerce, General
The University of Charleston 1999 — 2004
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Eric Bowcock's Wells Fargo Advisors Experience May 2010 - August 2011
Job Regional Advisor Consultant
Industry Financial Services
Experience
OppenheimerFunds August 2013 - Present
Wells Fargo May 2012 - August 2012
Wells Fargo Advisors May 2010 - August 2011
Mosaic Sales Solutions 2010 - 2011
Skills
Finance, Sales, Investments, Financial Advisory, Real Estate, Microsoft Excel, Public Speaking, Time Management, Research, Microsoft Office, Customer Service, Critical Thinking, Teaching, Teamwork, Consulting, Investment Advisory, Series 7, Analysis
Education
University of Colorado Boulder
Bachelor of Business Administration (BBA), Business Administration with an emphasis in Finance and Real Estate Certificate
OppenheimerFunds August 2013 - Present
Wells Fargo May 2012 - August 2012
Wells Fargo Advisors May 2010 - August 2011
Mosaic Sales Solutions 2010 - 2011
Skills
Finance, Sales, Investments, Financial Advisory, Real Estate, Microsoft Excel, Public Speaking, Time Management, Research, Microsoft Office, Customer Service, Critical Thinking, Teaching, Teamwork, Consulting, Investment Advisory, Series 7, Analysis
Education
University of Colorado Boulder
Bachelor of Business Administration (BBA), Business Administration with an emphasis in Finance and Real Estate Certificate
Will Harbourne's Wells Fargo Advisors Experience June 2007 - February 2009
Job Managing Director at ISI Group
Industry Financial Services
Experience
ISI Group February 2011 - Present
Oppenheimer & Co. Inc. March 2009 - January 2011
Wells Fargo Advisors June 2007 - February 2009
Thomas Weisel Partners March 1999 - March 2007
Skills
Sales trader,, Equities, Hedge Funds, Capital Markets, Series 7, Alternative Investments, Asset Management, Investments, Securities, Trading, Bloomberg, Series 63
Education
UCSD 1989 — 1994
Bachelor of Science (BS), Politcal Science
ISI Group February 2011 - Present
Oppenheimer & Co. Inc. March 2009 - January 2011
Wells Fargo Advisors June 2007 - February 2009
Thomas Weisel Partners March 1999 - March 2007
Skills
Sales trader,, Equities, Hedge Funds, Capital Markets, Series 7, Alternative Investments, Asset Management, Investments, Securities, Trading, Bloomberg, Series 63
Education
UCSD 1989 — 1994
Bachelor of Science (BS), Politcal Science
Ricky Garcia's Wells Fargo Advisors Experience December 2008 - December 2011
Job Business Analyst
Industry Financial Services
Experience
Vanguard Software Group January 2011 - Present
Wells Fargo Advisors December 2008 - December 2011
GNC May 2004 - December 2010
Skills
Visio, Business Analysis, Microsoft SQL Server, Microsoft Excel, Software Project..., Software Development, Project Management, Business Process..., Data Analysis, Data Warehousing, Software Documentation, Quality Assurance, SharePoint, Databases, SQL, Software Quality..., Business Process, Access, Crystal Reports, Visual Basic, Database Design
Education
University of Central Florida
BA, Finance
Vanguard Software Group January 2011 - Present
Wells Fargo Advisors December 2008 - December 2011
GNC May 2004 - December 2010
Skills
Visio, Business Analysis, Microsoft SQL Server, Microsoft Excel, Software Project..., Software Development, Project Management, Business Process..., Data Analysis, Data Warehousing, Software Documentation, Quality Assurance, SharePoint, Databases, SQL, Software Quality..., Business Process, Access, Crystal Reports, Visual Basic, Database Design
Education
University of Central Florida
BA, Finance
Peter J. Jackowitz Peter J. Jackowitz's Wells Fargo Advisors Experience November 2013 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors November 2013 - Present
Morgan Stanley Wealth Mangement January 2004 - November 2013
Better Methods Alexander, Inc. June 1976 - October 2003
Skills
401k Rollovers, Asset Allocation, Retirement Planning, Investment Strategies, Retirement Plan..., Fixed Income Strategies, Educational Planning, Asset Management, Strategic Financial..., Finance, Financial Planning, Financial Planners, Insurance, Investment Management, Small Business, Leadership, Life Insurance, Private Equity, Management, Retirement, Long-term Care, Investments, Accounting, High Net Worth..., Tax, Series 7, Wealth Management, Securities, Financial Services, Mutual Funds
Education
University of Cincinnati 1972 — 1976
Psychology and Business
The Forman School 1968 — 1972
High School Diploma
Wells Fargo Advisors November 2013 - Present
Morgan Stanley Wealth Mangement January 2004 - November 2013
Better Methods Alexander, Inc. June 1976 - October 2003
Skills
401k Rollovers, Asset Allocation, Retirement Planning, Investment Strategies, Retirement Plan..., Fixed Income Strategies, Educational Planning, Asset Management, Strategic Financial..., Finance, Financial Planning, Financial Planners, Insurance, Investment Management, Small Business, Leadership, Life Insurance, Private Equity, Management, Retirement, Long-term Care, Investments, Accounting, High Net Worth..., Tax, Series 7, Wealth Management, Securities, Financial Services, Mutual Funds
Education
University of Cincinnati 1972 — 1976
Psychology and Business
The Forman School 1968 — 1972
High School Diploma
JAMILA BOOKER JAMILA BOOKER's Wells Fargo Advisors Experience July 2008 - May 2010
Job Client Services Manager
Industry Financial Services
Experience
Digital Assurance Certification 2015 - 2015
Wells Fargo Advisors July 2008 - May 2010
Merrill Lynch April 2004 - April 2008
Morgan Stanley July 2000 - September 2003
Skills
Uniform Combined State..., Series 7, Series 63, Series 65, Wealth Management, Retirement Planning, Alternative Investments, Securities, Mutual Funds, Investment Strategies, Bloomberg, Retirement Plan..., Fixed Annuities, Equities, Financial Advisory, Strategic Financial...
Education
University of Central Florida 2015 — 2016
Health Professions and Related Clinical Sciences, Other
University of Central Florida 2011 — 2013
Bachelor's Degree, Finance, General
Valencia Community College 1999 — 2003
Associate's Degree, General Studies
Digital Assurance Certification 2015 - 2015
Wells Fargo Advisors July 2008 - May 2010
Merrill Lynch April 2004 - April 2008
Morgan Stanley July 2000 - September 2003
Skills
Uniform Combined State..., Series 7, Series 63, Series 65, Wealth Management, Retirement Planning, Alternative Investments, Securities, Mutual Funds, Investment Strategies, Bloomberg, Retirement Plan..., Fixed Annuities, Equities, Financial Advisory, Strategic Financial...
Education
University of Central Florida 2015 — 2016
Health Professions and Related Clinical Sciences, Other
University of Central Florida 2011 — 2013
Bachelor's Degree, Finance, General
Valencia Community College 1999 — 2003
Associate's Degree, General Studies
Josh Finkelstein Josh Finkelstein's Wells Fargo Advisors Experience April 2015 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors April 2015 - Present
Merrill Lynch 2012 - April 2015
Morgan Stanley 2011 - 2012
Banque Privée Edmond de Rothschild 2008 - 2010
Education
University of California, Santa Barbara 2010 — 2011
M.A, Finance
University of California, Santa Barbara 2005 — 2010
B.A, Business Economics, Chinese
Weil Tennis Academy 2004 — 2005
Hong Kong International School 1993 — 2004
Wells Fargo Advisors April 2015 - Present
Merrill Lynch 2012 - April 2015
Morgan Stanley 2011 - 2012
Banque Privée Edmond de Rothschild 2008 - 2010
Education
University of California, Santa Barbara 2010 — 2011
M.A, Finance
University of California, Santa Barbara 2005 — 2010
B.A, Business Economics, Chinese
Weil Tennis Academy 2004 — 2005
Hong Kong International School 1993 — 2004
Jennifer Embler Jennifer Embler's Wells Fargo Advisors Experience April 2004 - September 2005
Job
Industry Financial Services
Experience
Signature Estate & Investment Advisors, LLC April 2008 - Present
Morgan Stanley September 2006 - November 2007
Wells Fargo Advisors April 2004 - September 2005
Merrill Lynch December 1999 - April 2004
Skills
Estate Planning, Financial Services, Retirement Planning, Asset Allocation, Investment Advisory, Financial Advisory, Marketing, Life Insurance, Investment Strategies, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Strategic Planning, Outlook, Teaching, Photoshop, Public Speaking, HTML, Java
Education
UCSB 1993 — 1998
Bachelor of Arts (B.A.), Political Science and Government
Signature Estate & Investment Advisors, LLC April 2008 - Present
Morgan Stanley September 2006 - November 2007
Wells Fargo Advisors April 2004 - September 2005
Merrill Lynch December 1999 - April 2004
Skills
Estate Planning, Financial Services, Retirement Planning, Asset Allocation, Investment Advisory, Financial Advisory, Marketing, Life Insurance, Investment Strategies, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Strategic Planning, Outlook, Teaching, Photoshop, Public Speaking, HTML, Java
Education
UCSB 1993 — 1998
Bachelor of Arts (B.A.), Political Science and Government
Justin W. Torpey, Ph.D.'s Wells Fargo Advisors Experience January 2008 - April 2011
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2011 - Present
Wells Fargo Advisors January 2008 - April 2011
University of California, San Diego February 2005 - December 2007
Applied Biosystems June 2001 - February 2005
Exelixis August 1999 - May 2001
MetaXen, LLC November 1998 - June 1999
COR Therapeutics October 1997 - October 1998
Education
University of California, San Francisco
Ph.D., Pharmaceutical Chemistry
University of California, San Diego
B.A., Chemistry & Biochemistry
Morgan Stanley Wealth Management April 2011 - Present
Wells Fargo Advisors January 2008 - April 2011
University of California, San Diego February 2005 - December 2007
Applied Biosystems June 2001 - February 2005
Exelixis August 1999 - May 2001
MetaXen, LLC November 1998 - June 1999
COR Therapeutics October 1997 - October 1998
Education
University of California, San Francisco
Ph.D., Pharmaceutical Chemistry
University of California, San Diego
B.A., Chemistry & Biochemistry
Travis Tom Travis Tom's Wells Fargo Advisors Experience January 2015 - Present
Job Financial Advisor with Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 2015 - Present
Wells Fargo Bank June 2010 - December 2014
Skills
Investments
Education
University of California, Santa Barbara 1999 — 2004
Bachelor of Arts (B.A.), Law
Wells Fargo Advisors January 2015 - Present
Wells Fargo Bank June 2010 - December 2014
Skills
Investments
Education
University of California, Santa Barbara 1999 — 2004
Bachelor of Arts (B.A.), Law
Leonard Jang's Wells Fargo Advisors Experience September 2010 - February 2011
Job Consultant at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte September 2012 - Present
StepStone Group September 2011 - November 2011
Rady School of Management June 2011 - August 2011
Wells Fargo Advisors September 2010 - February 2011
Ruffalo Noel Levitz July 2010 - December 2010
Skills
Data Analysis, Reporting & Analysis, Research, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Windows, Finance, Microsoft Visio, Analysis, Accounting, Requirements Gathering, Data Migration, Financial Analysis, SDLC, Operations Management, Business Strategy
Education
University of California, San Diego 2008 — 2012
Bachelor’s Degree, Economics, Graduated Cum Laude with Distinction
El Camino Real High School 2005 — 2008
Deloitte September 2012 - Present
StepStone Group September 2011 - November 2011
Rady School of Management June 2011 - August 2011
Wells Fargo Advisors September 2010 - February 2011
Ruffalo Noel Levitz July 2010 - December 2010
Skills
Data Analysis, Reporting & Analysis, Research, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Windows, Finance, Microsoft Visio, Analysis, Accounting, Requirements Gathering, Data Migration, Financial Analysis, SDLC, Operations Management, Business Strategy
Education
University of California, San Diego 2008 — 2012
Bachelor’s Degree, Economics, Graduated Cum Laude with Distinction
El Camino Real High School 2005 — 2008
Steve Sullaway Steve Sullaway's Wells Fargo Advisors Experience March 2007 - Present
Job Vice President InvestmentsWells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 2007 - Present
UBS Financial Services 1989 - 2007
Skills
Retirement Plan..., Retirement Planning, 401(k) rollovers, Retirement Savings, Retirement Income...
Education
University of California, San Diego
Economics
Wells Fargo Advisors March 2007 - Present
UBS Financial Services 1989 - 2007
Skills
Retirement Plan..., Retirement Planning, 401(k) rollovers, Retirement Savings, Retirement Income...
Education
University of California, San Diego
Economics
Nima Mokhtarani Nima Mokhtarani's Wells Fargo Advisors Experience September 2010 - January 2013
Job Client Services at First Republic Bank
Industry Banking
Experience
First Republic Bank February 2013 - Present
Wells Fargo Advisors September 2010 - January 2013
Education
University of California, Riverside 2005 — 2010
Bachelor of Business Administration (B.B.A.)
First Republic Bank February 2013 - Present
Wells Fargo Advisors September 2010 - January 2013
Education
University of California, Riverside 2005 — 2010
Bachelor of Business Administration (B.B.A.)
Katherine Paolini Katherine Paolini's Wells Fargo Advisors Experience June 2010 - September 2010
Job Graduate Student, University of Washington
Industry Writing and Editing
Experience
University of Washington June 2015 - Present
University of Washington September 2014 - Present
University of Washington September 2014 - June 2015
NewCoda October 2013 - September 2014
Warrior Gateway July 2013 - August 2014
Attic Restaurant June 2011 - August 2014
UC Santa Barbara March 2010 - September 2012
Wells Fargo Advisors June 2010 - September 2010
Skills
Editing, Social Media, Research, PowerPoint, Microsoft Office, Microsoft Excel, Tutoring, Public Speaking, Customer Service, English, Teamwork, Event Planning, English Literature, Blogging, Standardized Testing, Teaching, Photoshop, Google Analytics, Press Releases, Grant Preparation
Education
University of California, Santa Barbara 2009 — 2012
Bachelor of Arts (B.A.), English, Speech & Hearing Sciences
St. Ignatius College Preparatory 2004 — 2008
University of Washington June 2015 - Present
University of Washington September 2014 - Present
University of Washington September 2014 - June 2015
NewCoda October 2013 - September 2014
Warrior Gateway July 2013 - August 2014
Attic Restaurant June 2011 - August 2014
UC Santa Barbara March 2010 - September 2012
Wells Fargo Advisors June 2010 - September 2010
Skills
Editing, Social Media, Research, PowerPoint, Microsoft Office, Microsoft Excel, Tutoring, Public Speaking, Customer Service, English, Teamwork, Event Planning, English Literature, Blogging, Standardized Testing, Teaching, Photoshop, Google Analytics, Press Releases, Grant Preparation
Education
University of California, Santa Barbara 2009 — 2012
Bachelor of Arts (B.A.), English, Speech & Hearing Sciences
St. Ignatius College Preparatory 2004 — 2008
O.E. Starnes IV O.E. Starnes IV's Wells Fargo Advisors Experience May 2013 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors May 2013 - Present
JL Squared Group, LLC August 2011 - October 2012
Cornerstone Acquisition & Management Company October 2008 - August 2011
Centaur Performance Group LLC October 2008 - August 2011
Argent Financial Group International LLP November 2006 - October 2008
Argent Financial Group International LLP January 2006 - November 2006
McMahan Securities Co. LP January 2005 - January 2006
McMahan Securities Co. LP May 2003 - January 2005
Skills
Investments, Finance, Alternative Investments, Hedge Funds, Investor Relations
Education
University of Colorado Boulder 1998 — 2002
BA, Economics
Wells Fargo Advisors May 2013 - Present
JL Squared Group, LLC August 2011 - October 2012
Cornerstone Acquisition & Management Company October 2008 - August 2011
Centaur Performance Group LLC October 2008 - August 2011
Argent Financial Group International LLP November 2006 - October 2008
Argent Financial Group International LLP January 2006 - November 2006
McMahan Securities Co. LP January 2005 - January 2006
McMahan Securities Co. LP May 2003 - January 2005
Skills
Investments, Finance, Alternative Investments, Hedge Funds, Investor Relations
Education
University of Colorado Boulder 1998 — 2002
BA, Economics
Stephen Saladrigas CFP, ChFC Stephen Saladrigas CFP, ChFC's Wells Fargo Advisors Experience January 2005 - January 2009
Job Vice PresidentRegional Financial Consultant at Mutual of America
Industry Financial Services
Experience
Mutual of America April 2014 - Present
Fidelity Investments November 2009 - September 2013
Waddell & Reed January 2009 - November 2009
Wells Fargo Advisors January 2005 - January 2009
Wells Fargo Advisors 1997 - January 2005
Ameriprise Financial Services, Inc. 1991 - 1997
Skills
Financial Services, Series 7, Series 63, Series 65, Series 9 & 10, Leadership, Sales, Management, Financial Advisory, Mutual Funds, Strategic Partnerships, Capital Markets, Sales Operations, Asset Allocation, Retirement Planning, Recruiting, Team Leadership, Sales Motivation, Sales Management, Career Development..., Public Speaking, Inside Sales
Education
University of Colorado at Boulder 1985 — 1990
Bachelor's degree, Political Science and Government
Mutual of America April 2014 - Present
Fidelity Investments November 2009 - September 2013
Waddell & Reed January 2009 - November 2009
Wells Fargo Advisors January 2005 - January 2009
Wells Fargo Advisors 1997 - January 2005
Ameriprise Financial Services, Inc. 1991 - 1997
Skills
Financial Services, Series 7, Series 63, Series 65, Series 9 & 10, Leadership, Sales, Management, Financial Advisory, Mutual Funds, Strategic Partnerships, Capital Markets, Sales Operations, Asset Allocation, Retirement Planning, Recruiting, Team Leadership, Sales Motivation, Sales Management, Career Development..., Public Speaking, Inside Sales
Education
University of Colorado at Boulder 1985 — 1990
Bachelor's degree, Political Science and Government
Andrew Getz Andrew Getz's Wells Fargo Advisors Experience October 2011 - January 2012
Job Certified Salesforce.com Administrator
Industry Information Technology and Services
Experience
SNAP Business Intelligence August 2015 - Present
First Tech Federal Credit Union July 2014 - August 2015
Sony Computer Entertainment America LLC January 2013 - June 2014
SuccessFactors, an SAP Company July 2012 - January 2013
Self-Employed September 2010 - September 2012
Wells Fargo Advisors October 2011 - January 2012
Walgreens Pharmacy May 2007 - September 2011
Pfizer Pharmaceutical Company August 2004 - April 2007
Skills
Customer Service, Salesforce.com, Microsoft Office, Sales, Inventory Management, Data Entry, Customer Satisfaction, SAP CRM, Sales Leads, Process Scheduler, Marketing Automation, Visual Basic, Inventory Control, SAP, Business Objects, Salesforce Administrator, Visual Studio, Radian6, RightNow, Siebel, WebCenter, CRM, Leadership, Process Improvement, Business Analysis, Integration, Vendor Management, Business Development, Cloud Computing, Outlook, Project Management, Management, Analysis, SaaS, Team Leadership, Enterprise Software, Requirements Analysis, SQL, Agile Methodologies, Visio, System Administration, Strategic Planning, Testing, Software Development, Time Management, SharePoint, Analytics
Education
University of California, Santa Cruz 2015 — 2015
Java Programming
University of Missouri St. Louis (UMSL) 2005 — 2011
Master of Science (M.S.), Business Administration
University of Missouri Rolla (UMR) 1998 — 2004
Bachelor of Science, Engineering Management
SNAP Business Intelligence August 2015 - Present
First Tech Federal Credit Union July 2014 - August 2015
Sony Computer Entertainment America LLC January 2013 - June 2014
SuccessFactors, an SAP Company July 2012 - January 2013
Self-Employed September 2010 - September 2012
Wells Fargo Advisors October 2011 - January 2012
Walgreens Pharmacy May 2007 - September 2011
Pfizer Pharmaceutical Company August 2004 - April 2007
Skills
Customer Service, Salesforce.com, Microsoft Office, Sales, Inventory Management, Data Entry, Customer Satisfaction, SAP CRM, Sales Leads, Process Scheduler, Marketing Automation, Visual Basic, Inventory Control, SAP, Business Objects, Salesforce Administrator, Visual Studio, Radian6, RightNow, Siebel, WebCenter, CRM, Leadership, Process Improvement, Business Analysis, Integration, Vendor Management, Business Development, Cloud Computing, Outlook, Project Management, Management, Analysis, SaaS, Team Leadership, Enterprise Software, Requirements Analysis, SQL, Agile Methodologies, Visio, System Administration, Strategic Planning, Testing, Software Development, Time Management, SharePoint, Analytics
Education
University of California, Santa Cruz 2015 — 2015
Java Programming
University of Missouri St. Louis (UMSL) 2005 — 2011
Master of Science (M.S.), Business Administration
University of Missouri Rolla (UMR) 1998 — 2004
Bachelor of Science, Engineering Management
Bryan Pepper Bryan Pepper's Wells Fargo Advisors Experience December 2008 - January 2009
Job Wealth Advisor, Manager at Mariner Wealth Advisors
Industry Financial Services
Experience
Mariner Wealth Advisors August 2014 - Present
Mariner Wealth Advisors December 2013 - Present
Cornerstone Investment Consulting February 2009 - November 2013
Wells Fargo Advisors December 2008 - January 2009
Wachovia Securities October 2007 - December 2008
AG Edwards & Sons, Inc September 2005 - October 2007
Broadcom December 1998 - November 2003
DataWorks April 1998 - December 1998
Gamma-Metrics November 1996 - April 1998
Skills
Strategic Financial..., Investments, Retirement Planning, Asset Allocation, Portfolio Management, Asset Managment, Alternative Investments, Banking, Asset Management, Financial Planning, Business Process..., Enterprise Systems...
Education
University of California, San Diego 1987 — 1992
Bachelor of Science
Mariner Wealth Advisors August 2014 - Present
Mariner Wealth Advisors December 2013 - Present
Cornerstone Investment Consulting February 2009 - November 2013
Wells Fargo Advisors December 2008 - January 2009
Wachovia Securities October 2007 - December 2008
AG Edwards & Sons, Inc September 2005 - October 2007
Broadcom December 1998 - November 2003
DataWorks April 1998 - December 1998
Gamma-Metrics November 1996 - April 1998
Skills
Strategic Financial..., Investments, Retirement Planning, Asset Allocation, Portfolio Management, Asset Managment, Alternative Investments, Banking, Asset Management, Financial Planning, Business Process..., Enterprise Systems...
Education
University of California, San Diego 1987 — 1992
Bachelor of Science
Christopher Harrell Christopher Harrell's Wells Fargo Advisors Experience July 2012 - Present
Job Options Compliance Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors July 2012 - Present
Raregem 1997 - Present
Scottrade March 2005 - July 2012
MetLife Investors September 2002 - March 2005
Skills
Series 7, Series 63, Series 24, Estate Planning, Portfolio Management, Motivation, Series 4, FINRA
Education
Webster University 2011 — 2015
Master's degree, Finance
Central Missouri State University
Webster University
Bachelor of Science (BS), Finance
cardinal ritter
Wells Fargo Advisors July 2012 - Present
Raregem 1997 - Present
Scottrade March 2005 - July 2012
MetLife Investors September 2002 - March 2005
Skills
Series 7, Series 63, Series 24, Estate Planning, Portfolio Management, Motivation, Series 4, FINRA
Education
Webster University 2011 — 2015
Master's degree, Finance
Central Missouri State University
Webster University
Bachelor of Science (BS), Finance
cardinal ritter
Phil Richman's Wells Fargo Advisors Experience April 2002 - April 2012
Job Executive Vice President, CFP® at TenBridge Partners LLC
Industry Financial Services
Experience
TenBridge Partners, LLC April 2012 - Present
Wells Fargo Advisors April 2002 - April 2012
Bank of America June 1996 - June 1999
Skills
Retirement Planning, Strategic Planning, Business Development, Personal Financial..., Marketing, Public Speaking, Non-profits
Education
University of Colorado Boulder - Leeds School of Business 1991 — 1995
B.S.
University of Oregon - Charles H. Lundquist College of Business 1999 — 2001
M.B.A.
TenBridge Partners, LLC April 2012 - Present
Wells Fargo Advisors April 2002 - April 2012
Bank of America June 1996 - June 1999
Skills
Retirement Planning, Strategic Planning, Business Development, Personal Financial..., Marketing, Public Speaking, Non-profits
Education
University of Colorado Boulder - Leeds School of Business 1991 — 1995
B.S.
University of Oregon - Charles H. Lundquist College of Business 1999 — 2001
M.B.A.
Mike Bornhorst Mike Bornhorst's Wells Fargo Advisors Experience August 2008 - Present
Job First Vice President Investments The Bornhorst Wealth Management Group, of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors August 2008 - Present
The National Hemophilia Foundation April 2005 - April 2010
UBS February 2007 - August 2008
McDonald Investments May 1996 - February 2007
Education
University of Cincinnati College of Business 1985 — 1990
University of Cincinnati
Bachelor's Degree, finance/real estate
St. Ignatius High School
Wells Fargo Advisors August 2008 - Present
The National Hemophilia Foundation April 2005 - April 2010
UBS February 2007 - August 2008
McDonald Investments May 1996 - February 2007
Education
University of Cincinnati College of Business 1985 — 1990
University of Cincinnati
Bachelor's Degree, finance/real estate
St. Ignatius High School
Craig Nelson's Wells Fargo Advisors Experience June 2003 - December 2003
Job Regional Vice President at NorthStar Securities, LLC
Industry Financial Services
Experience
NorthStar Securities, LLC June 2014 - Present
Behringer August 2005 - June 2014
Municipal Services Group August 2003 - October 2005
Wells Fargo Advisors June 2003 - December 2003
Business Accounting and Tax Solutions, Inc. January 2003 - May 2003
Skills
Investments, Sales, Securities, Series 7, Portfolio Management, Finance, Investment Strategies, Asset Management, Mutual Funds, Series 63, Alternative Investments, Equities, Wealth Management, Asset Allocation, Retirement Planning, Investment Advisory
Education
University of Colorado Boulder 1999 — 2003
Finance, Accounting
University of Colorado Boulder - Leeds School of Business 1999 — 2003
Bachelors, Double Major: Accounting + Finance
Highland Park High School 1996 — 1999
NorthStar Securities, LLC June 2014 - Present
Behringer August 2005 - June 2014
Municipal Services Group August 2003 - October 2005
Wells Fargo Advisors June 2003 - December 2003
Business Accounting and Tax Solutions, Inc. January 2003 - May 2003
Skills
Investments, Sales, Securities, Series 7, Portfolio Management, Finance, Investment Strategies, Asset Management, Mutual Funds, Series 63, Alternative Investments, Equities, Wealth Management, Asset Allocation, Retirement Planning, Investment Advisory
Education
University of Colorado Boulder 1999 — 2003
Finance, Accounting
University of Colorado Boulder - Leeds School of Business 1999 — 2003
Bachelors, Double Major: Accounting + Finance
Highland Park High School 1996 — 1999
Kathy Riani Kathy Riani's Wells Fargo Advisors Experience 1987 - 1989
Job Financial Controller
Industry Accounting
Experience
Freelance 2008 - Present
Native Design LLC January 2014 - September 2015
SemiBig Creative Industries 2009 - September 2013
Anthony Chabot Elementary School, a 501(c)(3) nonprofit organization 2004 - 2010
LeapFrog Enterprises Inc. 2002 - 2005
Sybase Inc. 2000 - 2002
DFS Group Limited 1993 - 1996
Damascar Cosmetics 1989 - 1990
Wells Fargo Advisors 1987 - 1989
Skills
Process Improvement, Management, Product Development, Program Management, Budgets, Project Management, Accounting, Microsoft Excel, QuickBooks, Change Management, Strategy, Fundraising, Nonprofits, Start-ups, Negotiation, Strategic Planning, Leadership, Marketing, Teamwork, Small Business, Management Consulting
Education
University of California, Santa Cruz 1983 — 1987
Bachelor's Degree, Economics, Minor in Psychology
Freelance 2008 - Present
Native Design LLC January 2014 - September 2015
SemiBig Creative Industries 2009 - September 2013
Anthony Chabot Elementary School, a 501(c)(3) nonprofit organization 2004 - 2010
LeapFrog Enterprises Inc. 2002 - 2005
Sybase Inc. 2000 - 2002
DFS Group Limited 1993 - 1996
Damascar Cosmetics 1989 - 1990
Wells Fargo Advisors 1987 - 1989
Skills
Process Improvement, Management, Product Development, Program Management, Budgets, Project Management, Accounting, Microsoft Excel, QuickBooks, Change Management, Strategy, Fundraising, Nonprofits, Start-ups, Negotiation, Strategic Planning, Leadership, Marketing, Teamwork, Small Business, Management Consulting
Education
University of California, Santa Cruz 1983 — 1987
Bachelor's Degree, Economics, Minor in Psychology
Derek Kokubun Derek Kokubun's Wells Fargo Advisors Experience November 2007 - December 2011
Job UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. March 2012 - Present
Wells Fargo Advisors November 2007 - December 2011
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.), Business/Economics
UBS Financial Services, Inc. March 2012 - Present
Wells Fargo Advisors November 2007 - December 2011
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.), Business/Economics
Roy E. Kelsey, CRPC® Roy E. Kelsey, CRPC®'s Wells Fargo Advisors Experience July 2009 - January 2013
Job Owner of SkyView Wealth Management, LLC
Industry Financial Services
Experience
SkyView Wealth Management, LLC January 2013 - Present
Wells Fargo Advisors July 2009 - January 2013
SunTrust Investment Services, Inc. January 2005 - July 2009
G. A. Repple & Company May 2004 - January 2005
Banc Of America Investment Svc March 2003 - November 2003
SunTrust Investment Services, Inc. January 2000 - March 2003
First Union Brokerage Services June 1998 - January 2000
Skills
Investments, Finance, Securities, Financial Advisory, Wealth Management, Strategic Planning, Customer Service, Investment Strategies, Leadership, Portfolio Management, Asset Management, Public Speaking
Education
University of Central Florida - College of Business Administration
Finance, Investments and Securities
SkyView Wealth Management, LLC January 2013 - Present
Wells Fargo Advisors July 2009 - January 2013
SunTrust Investment Services, Inc. January 2005 - July 2009
G. A. Repple & Company May 2004 - January 2005
Banc Of America Investment Svc March 2003 - November 2003
SunTrust Investment Services, Inc. January 2000 - March 2003
First Union Brokerage Services June 1998 - January 2000
Skills
Investments, Finance, Securities, Financial Advisory, Wealth Management, Strategic Planning, Customer Service, Investment Strategies, Leadership, Portfolio Management, Asset Management, Public Speaking
Education
University of Central Florida - College of Business Administration
Finance, Investments and Securities
Brian Bierut Brian Bierut's Wells Fargo Advisors Experience August 2013 - January 2015
Job Internal Sales, Business Development at OneAmerica Financial Partners Inc.
Industry Insurance
Experience
OneAmerica Financial Partners Inc. February 2015 - Present
Wells Fargo Advisors August 2013 - January 2015
Wells Fargo Advisors March 2009 - July 2013
Wells Fargo Advisors September 2000 - February 2009
The Hartford November 1998 - August 2000
Skills
Financial Advisory, Fixed Annuities, Investments, Management, Mutual Funds, Retirement, Retirement Planning, Sales, Series 63, Series 7, Training, Wealth Management, Insurance, Financial Services
Education
The University of Connecticut 1995 — 1998
Bachelor of Science (BS), Agriculture and Natural Resources
OneAmerica Financial Partners Inc. February 2015 - Present
Wells Fargo Advisors August 2013 - January 2015
Wells Fargo Advisors March 2009 - July 2013
Wells Fargo Advisors September 2000 - February 2009
The Hartford November 1998 - August 2000
Skills
Financial Advisory, Fixed Annuities, Investments, Management, Mutual Funds, Retirement, Retirement Planning, Sales, Series 63, Series 7, Training, Wealth Management, Insurance, Financial Services
Education
The University of Connecticut 1995 — 1998
Bachelor of Science (BS), Agriculture and Natural Resources
Marisa Luciano's Wells Fargo Advisors Experience September 2015 - Present
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors September 2015 - Present
David Lerner Associates, Inc. May 2012 - August 2015
David Lerner Associates, Inc. February 2011 - May 2012
National Financial Network June 2009 - August 2009
Skills
Series 7, Series 63, Securities, Mutual Funds, Asset Allocation, Investment Advisory, Retirement Planning, FINRA, Uniform Combined State..., Wealth Management, Retirement, 401k, Financial Services, Series 24, Portfolio Management, ETFs, Fixed Annuities, Equities, Financial Planning, Investments
Education
The University of Connecticut 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Wells Fargo Advisors September 2015 - Present
David Lerner Associates, Inc. May 2012 - August 2015
David Lerner Associates, Inc. February 2011 - May 2012
National Financial Network June 2009 - August 2009
Skills
Series 7, Series 63, Securities, Mutual Funds, Asset Allocation, Investment Advisory, Retirement Planning, FINRA, Uniform Combined State..., Wealth Management, Retirement, 401k, Financial Services, Series 24, Portfolio Management, ETFs, Fixed Annuities, Equities, Financial Planning, Investments
Education
The University of Connecticut 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Chris Mallick's Wells Fargo Advisors Experience May 2003 - May 2007
Job SALES/CUSTOMER SERVICE
Industry Retail
Experience
TeleTech July 2013 - Present
Target October 2009 - October 2011
Pestbear May 2007 - October 2009
Wells Fargo Advisors May 2003 - May 2007
Skills
Project Planning, Research, Management, Microsoft Office, Martial Arts, PowerPoint, Microsoft Excel, Public Speaking, Customer Service
Education
University of Central Florida 1996 — 2001
Bachelor's degree, Business Administration and Management, General
University of Central Florida 1995 — 2000
Bachelor's degree, Business Administration and Management, General, 3.7
TeleTech July 2013 - Present
Target October 2009 - October 2011
Pestbear May 2007 - October 2009
Wells Fargo Advisors May 2003 - May 2007
Skills
Project Planning, Research, Management, Microsoft Office, Martial Arts, PowerPoint, Microsoft Excel, Public Speaking, Customer Service
Education
University of Central Florida 1996 — 2001
Bachelor's degree, Business Administration and Management, General
University of Central Florida 1995 — 2000
Bachelor's degree, Business Administration and Management, General, 3.7
William Loomis William Loomis's Wells Fargo Advisors Experience October 2011 - December 2013
Job Research/Remediation Analyst IIWells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage April 2015 - Present
U.S. Bank September 2014 - April 2015
Wells Fargo Advisors October 2011 - December 2013
Campbell Mithun September 2010 - February 2011
Moonlight Basin October 2006 - June 2007
Skills
Mortgage Banking, Mortgage Lending, Refinance, Loan Origination, Investments, Residential Mortgages, Loans, Consumer Lending, Credit, Financial Services, Relationship Management, Customer Service, Banking
Education
University of Colorado Boulder 2002 — 2006
Bachelor of Business Administration (B.B.A.), Marketing, 2.9
Edina High School
Wells Fargo Home Mortgage April 2015 - Present
U.S. Bank September 2014 - April 2015
Wells Fargo Advisors October 2011 - December 2013
Campbell Mithun September 2010 - February 2011
Moonlight Basin October 2006 - June 2007
Skills
Mortgage Banking, Mortgage Lending, Refinance, Loan Origination, Investments, Residential Mortgages, Loans, Consumer Lending, Credit, Financial Services, Relationship Management, Customer Service, Banking
Education
University of Colorado Boulder 2002 — 2006
Bachelor of Business Administration (B.B.A.), Marketing, 2.9
Edina High School
Richard Mathes Richard Mathes's Wells Fargo Advisors Experience June 1995 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors June 1995 - Present
General Medical Corp., Dillon Orthopedics Division 1992 - 1995
Ethyl Corp & Tredegar Co. 1980 - 1992
Heublein, Inc. 1970 - 1980
United States Air Force 1966 - 1970
Heublein, Inc. 1964 - 1966
Education
Certified Financial Planner Board of Standards, Inc.
CERTIFIED FINANCIAL PLANNER(TM) practitioner
The University of Connecticut
Masters of Business Administration
University of Hartford
Bachelor of Science (B.Sc.)
Wells Fargo Advisors June 1995 - Present
General Medical Corp., Dillon Orthopedics Division 1992 - 1995
Ethyl Corp & Tredegar Co. 1980 - 1992
Heublein, Inc. 1970 - 1980
United States Air Force 1966 - 1970
Heublein, Inc. 1964 - 1966
Education
Certified Financial Planner Board of Standards, Inc.
CERTIFIED FINANCIAL PLANNER(TM) practitioner
The University of Connecticut
Masters of Business Administration
University of Hartford
Bachelor of Science (B.Sc.)
William Kurtz William Kurtz's Wells Fargo Advisors Experience April 2010 - July 2012
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS July 2012 - Present
Wells Fargo Advisors April 2010 - July 2012
Wells Fargo January 1999 - March 2010
Education
University of Colorado at Boulder 1982 — 1986
Bachelor of Science (B.S.), Finance
UBS July 2012 - Present
Wells Fargo Advisors April 2010 - July 2012
Wells Fargo January 1999 - March 2010
Education
University of Colorado at Boulder 1982 — 1986
Bachelor of Science (B.S.), Finance
Jesse Turnipseed's Wells Fargo Advisors Experience March 2012 - January 2014
Job Vice President, Premier Banker at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank January 2014 - Present
Wells Fargo Advisors March 2012 - January 2014
Sterling Capital Management, Inc. April 2007 - March 2012
CNLBank March 2003 - April 2007
SunTrust Bank January 2002 - March 2003
SunTrust Investment Services January 2002 - March 2003
Huntington National Bank July 2000 - January 2002
Education
University of Central Florida 1998 — 2000
Bachelor of Science (B.S.), Business Administration and Management, General
SunTrust Bank January 2014 - Present
Wells Fargo Advisors March 2012 - January 2014
Sterling Capital Management, Inc. April 2007 - March 2012
CNLBank March 2003 - April 2007
SunTrust Bank January 2002 - March 2003
SunTrust Investment Services January 2002 - March 2003
Huntington National Bank July 2000 - January 2002
Education
University of Central Florida 1998 — 2000
Bachelor of Science (B.S.), Business Administration and Management, General
Kelly Jentes Kelly Jentes's Wells Fargo Advisors Experience April 2014 - March 2015
Job Securities Operations Services Specialist III at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors April 2014 - March 2015
Wells Fargo Advisors January 2014 - April 2014
Wells Fargo Advisors July 2013 - December 2013
Four Seasons Wealth Management February 2013 - July 2013
Shepherd Financial Partners April 2012 - February 2013
MK-Accounting, LLC August 2012 - January 2013
Wells Fargo Advisors November 2010 - March 2012
Edward Jones October 2000 - March 2010
Courtyard by Marriott Westport March 1998 - October 2000
Skills
Customer Service, Outlook, Customer Relations, Microsoft Word, Team Building, New Business Development, Marketing, Strategic Planning, Event Planning, Insurance, Public Relations, Business Development, Project Planning, Management, Account Management, Sales, Contract Negotiation, Hospitality, Start-ups, Marketing Strategy
Education
Central Missouri State University 1994 — 1997
Bachelor of Science
Wells Fargo Advisors April 2014 - March 2015
Wells Fargo Advisors January 2014 - April 2014
Wells Fargo Advisors July 2013 - December 2013
Four Seasons Wealth Management February 2013 - July 2013
Shepherd Financial Partners April 2012 - February 2013
MK-Accounting, LLC August 2012 - January 2013
Wells Fargo Advisors November 2010 - March 2012
Edward Jones October 2000 - March 2010
Courtyard by Marriott Westport March 1998 - October 2000
Skills
Customer Service, Outlook, Customer Relations, Microsoft Word, Team Building, New Business Development, Marketing, Strategic Planning, Event Planning, Insurance, Public Relations, Business Development, Project Planning, Management, Account Management, Sales, Contract Negotiation, Hospitality, Start-ups, Marketing Strategy
Education
Central Missouri State University 1994 — 1997
Bachelor of Science
Ryan Dow Ryan Dow's Wells Fargo Advisors Experience January 2014 - Present
Job Regional Banking Director at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2014 - Present
Wells Fargo Advisors July 2010 - January 2014
Wells Fargo February 2006 - July 2010
Planet Management Consulting, Inc March 2005 - February 2006
Skills
Series 7, Seies 66, Loans, Mortgage Lending, Credit, Investments, Investment Advisory, Securities, Mutual Funds, Commercial Banking, Securities Lending, High Net Worth..., IRAs, Cross Selling, Investment Management, Refinance, Investment Strategies, Consumer Lending, Retirement, Asset Allocation, Relationship Management, Loan Origination, Asset Management, Strategic Financial..., Wealth Management
Education
University of Colorado at Denver 2010 — 2013
MBA, Finance
University of Colorado Boulder 2002 — 2004
Economics and Business, Economics
Wells Fargo Advisors January 2014 - Present
Wells Fargo Advisors July 2010 - January 2014
Wells Fargo February 2006 - July 2010
Planet Management Consulting, Inc March 2005 - February 2006
Skills
Series 7, Seies 66, Loans, Mortgage Lending, Credit, Investments, Investment Advisory, Securities, Mutual Funds, Commercial Banking, Securities Lending, High Net Worth..., IRAs, Cross Selling, Investment Management, Refinance, Investment Strategies, Consumer Lending, Retirement, Asset Allocation, Relationship Management, Loan Origination, Asset Management, Strategic Financial..., Wealth Management
Education
University of Colorado at Denver 2010 — 2013
MBA, Finance
University of Colorado Boulder 2002 — 2004
Economics and Business, Economics
LaRae Dixon LaRae Dixon's Wells Fargo Advisors Experience January 2011 - Present
Job Officer/Third Party Relationship Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2011 - Present
Wells Fargo Advisors, LLC June 2009 - January 2011
Wachovia Securities (Formerly A. G. Edwards & Sons) 2008 - March 2009
AG Edwards / Wachovia 2007 - 2008
A.G. Edwards & Sons, Inc. 1998 - 2007
Deutsche Bank Securities 1991 - 1998
Education
Central Missouri State University
Normandy High School
Wells Fargo Advisors January 2011 - Present
Wells Fargo Advisors, LLC June 2009 - January 2011
Wachovia Securities (Formerly A. G. Edwards & Sons) 2008 - March 2009
AG Edwards / Wachovia 2007 - 2008
A.G. Edwards & Sons, Inc. 1998 - 2007
Deutsche Bank Securities 1991 - 1998
Education
Central Missouri State University
Normandy High School
James D. Morgan's Wells Fargo Advisors Experience April 2013 - July 2014
Job Huitly
Industry Hospitality
Experience
Huitly October 2013 - Present
Fuisz Media March 2015 - July 2015
Union Bank July 2014 - March 2015
Wells Fargo Advisors April 2013 - July 2014
Sprott Global Resource Investments, Ltd. October 2010 - June 2012
We Love Long Beach June 2008 - September 2008
Skills
Series 7, Entrepreneurship, Networking, Microsoft Excel, Sales, PowerPoint, Microsoft Word, Series 63, Investment Strategies, Bloomberg, Management, Research, Microsoft Office, Social Media, Public Speaking, Stress Management, Investments, Marketing, Social Networking, Event Planning, Communication, Customer Service, Financial Analysis, Social Media Marketing, Series 11, Communication Skills, Financial Modeling, Competitive Analysis
Education
University of California, San Diego 2006 — 2011
B.A. Economics, Minors in Accounting and Environmental Studies
University of California, San Diego Extension 2010 — 2011
Professional Certificate, Business Analysis
Huitly October 2013 - Present
Fuisz Media March 2015 - July 2015
Union Bank July 2014 - March 2015
Wells Fargo Advisors April 2013 - July 2014
Sprott Global Resource Investments, Ltd. October 2010 - June 2012
We Love Long Beach June 2008 - September 2008
Skills
Series 7, Entrepreneurship, Networking, Microsoft Excel, Sales, PowerPoint, Microsoft Word, Series 63, Investment Strategies, Bloomberg, Management, Research, Microsoft Office, Social Media, Public Speaking, Stress Management, Investments, Marketing, Social Networking, Event Planning, Communication, Customer Service, Financial Analysis, Social Media Marketing, Series 11, Communication Skills, Financial Modeling, Competitive Analysis
Education
University of California, San Diego 2006 — 2011
B.A. Economics, Minors in Accounting and Environmental Studies
University of California, San Diego Extension 2010 — 2011
Professional Certificate, Business Analysis
Gill Reames Gill Reames's Wells Fargo Advisors Experience January 2011 - Present
Job Wells Fargo Advisors Financial Network, LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 2011 - Present
Morgan Stanley 2002 - 2011
Camden Gas & Oil Company, Inc 1979 - 2002
Skills
Financial Planning, Financial Analysis, Investments, Retirement Planning, Trust Management, Strategic Financial..., Estate Planning, Business Strategy, Risk Management, Insurance, Multi-generational...
Education
University of Colorado at Boulder 1975 — 1979
Bachelor of Science Degree in Finance, Finance, General
Wells Fargo Advisors January 2011 - Present
Morgan Stanley 2002 - 2011
Camden Gas & Oil Company, Inc 1979 - 2002
Skills
Financial Planning, Financial Analysis, Investments, Retirement Planning, Trust Management, Strategic Financial..., Estate Planning, Business Strategy, Risk Management, Insurance, Multi-generational...
Education
University of Colorado at Boulder 1975 — 1979
Bachelor of Science Degree in Finance, Finance, General
Justin Fierstein Justin Fierstein'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
TruStile Doors June 2011 - January 2014
Boulder Aviation Management April 2005 - June 2011
Ramada Plaza Hotel October 2003 - October 2005
Skills
Customer Service, Budgets, Forecasting, Microsoft Office, Microsoft Excel, Leadership, Strategic Planning, Negotiation, Time Management, Building Materials, CRM
Education
University of Colorado at Denver 2005 — 2010
Bachelor of Science, Business Administration
Wells Fargo Advisors January 2014 - Present
TruStile Doors June 2011 - January 2014
Boulder Aviation Management April 2005 - June 2011
Ramada Plaza Hotel October 2003 - October 2005
Skills
Customer Service, Budgets, Forecasting, Microsoft Office, Microsoft Excel, Leadership, Strategic Planning, Negotiation, Time Management, Building Materials, CRM
Education
University of Colorado at Denver 2005 — 2010
Bachelor of Science, Business Administration
Linda Qian Linda Qian's Wells Fargo Advisors Experience July 2013 - March 2014
Job Investment Banking Analyst
Industry Financial Services
Experience
Credit Suisse July 2015 - Present
Bruin Consulting September 2012 - March 2015
Credit Suisse June 2014 - August 2014
Wells Fargo Advisors July 2013 - March 2014
Bank of China July 2012 - September 2012
Luxshare ICT December 2011 - January 2012
Shad Valley International July 2010 - August 2010
South Source Newspaper September 2009 - June 2010
Royal Canadian Air Cadets September 2005 - June 2010
HSBC Private Bank June 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Training, Leadership, CRM, Management, Team Leadership, Data Analysis, Financial Analysis, Presentations, Finance, Marketing, Market Research, Negotiation, Management Consulting, Financial Modeling
Education
UCLA 2011 — 2015
Bachelor of Arts (B.A.), Business/Managerial Economics, Minor in Accounting, 3.8
Burnaby South Secondary 2006 — 2011
Credit Suisse July 2015 - Present
Bruin Consulting September 2012 - March 2015
Credit Suisse June 2014 - August 2014
Wells Fargo Advisors July 2013 - March 2014
Bank of China July 2012 - September 2012
Luxshare ICT December 2011 - January 2012
Shad Valley International July 2010 - August 2010
South Source Newspaper September 2009 - June 2010
Royal Canadian Air Cadets September 2005 - June 2010
HSBC Private Bank June 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Training, Leadership, CRM, Management, Team Leadership, Data Analysis, Financial Analysis, Presentations, Finance, Marketing, Market Research, Negotiation, Management Consulting, Financial Modeling
Education
UCLA 2011 — 2015
Bachelor of Arts (B.A.), Business/Managerial Economics, Minor in Accounting, 3.8
Burnaby South Secondary 2006 — 2011
Ryan Grashow Ryan Grashow's Wells Fargo Advisors Experience March 2008 - Present
Job Senior Vice President Investments, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 2008 - Present
Lehman Brothers 2004 - 2008
Education
University of Colorado Boulder 1996 — 2000
BS, Business
Semester at Sea 1998 — 1998
Wells Fargo Advisors March 2008 - Present
Lehman Brothers 2004 - 2008
Education
University of Colorado Boulder 1996 — 2000
BS, Business
Semester at Sea 1998 — 1998
Margaret A. Colbert Margaret A. Colbert's Wells Fargo Advisors Experience December 1987 - Present
Job Senior Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors December 1987 - Present
Drexel Burhnam Lambert September 1983 - December 1987
Skills
Investments
Education
University of Colorado Denver 1978 — 1983
MBA, Finance
University of Michigan 1971 — 1975
B.S., Natural Resources Management
Wells Fargo Advisors December 1987 - Present
Drexel Burhnam Lambert September 1983 - December 1987
Skills
Investments
Education
University of Colorado Denver 1978 — 1983
MBA, Finance
University of Michigan 1971 — 1975
B.S., Natural Resources Management
Kenneth Politte Kenneth Politte's Wells Fargo Advisors Experience June 2011 - October 2012
Job Portfolio Administrator at RREEF
Industry Financial Services
Experience
RREEF February 2012 - Present
Wells Fargo Advisors June 2011 - October 2012
ARAMARK February 2011 - April 2011
Xanterra Parks & Resorts May 2010 - November 2010
Stifel Nicolaus June 2009 - April 2010
Wachovia Securities, LLC / Wells Fargo Advisors October 2008 - April 2009
FCStone January 2007 - October 2008
Mega Book Yellow Page 2006 - 2006
Department of Veterans Affairs 2003 - 2003
Skills
Portfolio Management, Training, Securities, Equities, Mutual Funds, Accounting, Trading, Human Resources, Financial Accounting, Investments, Accounts Payable, Customer Service, Microsoft Excel, Bonds, Management, Insurance, Sales, Inventory Management, Leadership, Credit
Education
Writing With 'The Onion' 1 & 2 2014 — 2014
Second City Training Center 2013 — 2014
Comedy Writing
Central Missouri State University 2000 — 2004
Marketing Management
RREEF February 2012 - Present
Wells Fargo Advisors June 2011 - October 2012
ARAMARK February 2011 - April 2011
Xanterra Parks & Resorts May 2010 - November 2010
Stifel Nicolaus June 2009 - April 2010
Wachovia Securities, LLC / Wells Fargo Advisors October 2008 - April 2009
FCStone January 2007 - October 2008
Mega Book Yellow Page 2006 - 2006
Department of Veterans Affairs 2003 - 2003
Skills
Portfolio Management, Training, Securities, Equities, Mutual Funds, Accounting, Trading, Human Resources, Financial Accounting, Investments, Accounts Payable, Customer Service, Microsoft Excel, Bonds, Management, Insurance, Sales, Inventory Management, Leadership, Credit
Education
Writing With 'The Onion' 1 & 2 2014 — 2014
Second City Training Center 2013 — 2014
Comedy Writing
Central Missouri State University 2000 — 2004
Marketing Management
Larry Weicht, CRPC®, CFM™, AIF®, PPC® Larry Weicht, CRPC®, CFM™, AIF®, PPC®'s Wells Fargo Advisors Experience January 2008 - August 2011
Job Senior Vice President at Flaharty Asset Management, LLC
Industry Investment Management
Experience
Flaharty Asset Management August 2011 - Present
Wells Fargo Advisors January 2008 - August 2011
Merrill Lynch/Bank of America January 1998 - January 2008
Skills
Asset Protection, Asset Allocation, Series 7, Estate Planning, Series 63, Financial Advisory, ETFs, Life Insurance, Retirement Planning, Investments, Fixed Annuities, Asset Management, Finance, Securities, Series 65, Wealth Management
Education
University of Colorado at Boulder 1991 — 1996
Flaharty Asset Management August 2011 - Present
Wells Fargo Advisors January 2008 - August 2011
Merrill Lynch/Bank of America January 1998 - January 2008
Skills
Asset Protection, Asset Allocation, Series 7, Estate Planning, Series 63, Financial Advisory, ETFs, Life Insurance, Retirement Planning, Investments, Fixed Annuities, Asset Management, Finance, Securities, Series 65, Wealth Management
Education
University of Colorado at Boulder 1991 — 1996
Larry Hedden Larry Hedden's Wells Fargo Advisors Experience March 2010 - January 2011
Job SQL Server DBA at Salesforce
Industry Information Technology and Services
Experience
Salesforce Marketing Cloud May 2014 - Present
Insperity May 2013 - April 2014
IBM January 2013 - April 2013
Verizon Terremark July 2012 - December 2012
Hewlett-Packard May 2011 - July 2012
Wells Fargo Advisors March 2010 - January 2011
State Farm Insurance November 2009 - March 2010
Tate & Lyle August 2008 - November 2009
IBM Global Services January 2008 - August 2008
Commerce Bank October 2007 - March 2008
Skills
Database Administration, High Availability, Microsoft SQL Server, Cluster, Disaster Recovery, Virtualization, Replication, Solution Architecture, Windows Server, Microsoft Technologies, Data Center, Servers, ITIL, Cloud Computing, Requirements Analysis, IT Management
Education
Central Missouri State University 1997 — 2002
BSBA, CIS
Salesforce Marketing Cloud May 2014 - Present
Insperity May 2013 - April 2014
IBM January 2013 - April 2013
Verizon Terremark July 2012 - December 2012
Hewlett-Packard May 2011 - July 2012
Wells Fargo Advisors March 2010 - January 2011
State Farm Insurance November 2009 - March 2010
Tate & Lyle August 2008 - November 2009
IBM Global Services January 2008 - August 2008
Commerce Bank October 2007 - March 2008
Skills
Database Administration, High Availability, Microsoft SQL Server, Cluster, Disaster Recovery, Virtualization, Replication, Solution Architecture, Windows Server, Microsoft Technologies, Data Center, Servers, ITIL, Cloud Computing, Requirements Analysis, IT Management
Education
Central Missouri State University 1997 — 2002
BSBA, CIS
Tim Fife Tim Fife's Wells Fargo Advisors Experience September 2000 - September 2009
Job CMF Advisors /The Insurance Office/Richard Mogey Research Center/Family Office, Liquid Alts &Hedge Fund Systems
Industry Investment Management
Experience
CMF Advisors/Richard Mogey Research Center September 2009 - Present
Wells Fargo Advisors September 2000 - September 2009
Skills
Investments, Portfolio Management, Asset Allocation, Wealth Management, Fixed Income, Bonds, Series 7, Small Business, Mutual Funds, Investment Strategies, Equities, High Net Worth..., Equity Trading, Financial Modeling, Asset Management, Fixed Annuities, FX Options, Financial Analysis, Hedge Funds, Securities, Trading Systems, Asset Managment, FINRA, Funding, Alternative Investments, Investment Management, Equity Research, Financial Services, Trading, Bloomberg, Commodity, ETFs, Derivatives, Electronic Trading, Capital Markets, Retirement Planning, Options, Series 63, Strategic Financial..., Financial Markets, Valuation, Risk Management, Private Equity, Due Diligence, Financial Advisory, Entrepreneurship, Investment Banking, Banking, Technical Analysis, Venture Capital
Education
University of Cincinnati College of Business 1986 — 1991
Finance/Marketing, Entrepreneurial and Small Business Operations
Code School
Master of Computer Applications (MCA), Computer Engineering & Software Design
Beach School
Westlake High School
CMF Advisors/Richard Mogey Research Center September 2009 - Present
Wells Fargo Advisors September 2000 - September 2009
Skills
Investments, Portfolio Management, Asset Allocation, Wealth Management, Fixed Income, Bonds, Series 7, Small Business, Mutual Funds, Investment Strategies, Equities, High Net Worth..., Equity Trading, Financial Modeling, Asset Management, Fixed Annuities, FX Options, Financial Analysis, Hedge Funds, Securities, Trading Systems, Asset Managment, FINRA, Funding, Alternative Investments, Investment Management, Equity Research, Financial Services, Trading, Bloomberg, Commodity, ETFs, Derivatives, Electronic Trading, Capital Markets, Retirement Planning, Options, Series 63, Strategic Financial..., Financial Markets, Valuation, Risk Management, Private Equity, Due Diligence, Financial Advisory, Entrepreneurship, Investment Banking, Banking, Technical Analysis, Venture Capital
Education
University of Cincinnati College of Business 1986 — 1991
Finance/Marketing, Entrepreneurial and Small Business Operations
Code School
Master of Computer Applications (MCA), Computer Engineering & Software Design
Beach School
Westlake High School
Melissa Ackermann Melissa Ackermann's Wells Fargo Advisors Experience 2012 - 2012
Job Optimal Health
Industry Medical Practice
Experience
Wells Fargo Advisors 2012 - 2012
Long Beach Yacht Club 2008 - 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Event Management, Marketing, Marketing Strategy, Human Resources, Customer Service, Event Planning
Education
University of California, Santa Barbara 2003 — 2007
Sociology
Wells Fargo Advisors 2012 - 2012
Long Beach Yacht Club 2008 - 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Event Management, Marketing, Marketing Strategy, Human Resources, Customer Service, Event Planning
Education
University of California, Santa Barbara 2003 — 2007
Sociology
Jon Watts's Wells Fargo Advisors Experience 2007 - 2009
Job Director at Deloitte & Touche LLP
Industry Capital Markets
Experience
Deloitte May 2012 - Present
The Boston Consulting Group 2011 - May 2012
Thomson Reuters 2009 - 2011
Wells Fargo Advisors 2007 - 2009
Booz Allen Hamilton February 2001 - December 2006
PricewaterhouseCoopers 2000 - 2001
Deloitte Consulting 1997 - 2000
Education
Yale School of Management 1995 — 1997
MBA
Yale University School of Medicine 1994 — 1997
MPH
University of Colorado 1990 — 1993
BA
Deloitte May 2012 - Present
The Boston Consulting Group 2011 - May 2012
Thomson Reuters 2009 - 2011
Wells Fargo Advisors 2007 - 2009
Booz Allen Hamilton February 2001 - December 2006
PricewaterhouseCoopers 2000 - 2001
Deloitte Consulting 1997 - 2000
Education
Yale School of Management 1995 — 1997
MBA
Yale University School of Medicine 1994 — 1997
MPH
University of Colorado 1990 — 1993
BA
Michael Vega Michael Vega's Wells Fargo Advisors Experience October 2006 - March 2008
Job First Vice President, Area Sales Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC March 2008 - Present
Wells Fargo Advisors October 2006 - March 2008
ProEquities October 2003 - October 2006
Protective Life October 2001 - October 2003
American Express Financial Advisors September 1999 - October 2001
Skills
Series 7, Mutual Funds, Investment Advisory, Wealth Management, Retirement Planning, Series 63, Retirement, Asset Allocation, Financial Advisory, Series 65, Securities
Education
University of Florida 1994 — 1997
University of Central Florida 1992 — 1993
Wells Fargo Advisors, LLC March 2008 - Present
Wells Fargo Advisors October 2006 - March 2008
ProEquities October 2003 - October 2006
Protective Life October 2001 - October 2003
American Express Financial Advisors September 1999 - October 2001
Skills
Series 7, Mutual Funds, Investment Advisory, Wealth Management, Retirement Planning, Series 63, Retirement, Asset Allocation, Financial Advisory, Series 65, Securities
Education
University of Florida 1994 — 1997
University of Central Florida 1992 — 1993
Chris Bonner Chris Bonner's Wells Fargo Advisors Experience 2010 - 2011
Job Marketing & Sales Executive In Transition at Actively Seeking New Opportunities
Industry Information Technology and Services
Experience
Actively Seeking New Opportunities May 2013 - Present
Hearst Media Services 2011 - 2012
Wells Fargo Advisors 2010 - 2011
McCaffrey Realty Professionals 2005 - 2010
Palladium Group, Inc 2005 - 2006
Juran Institute 2002 - 2005
Six Sigma Qualtec 1999 - 2002
OSC Teleservices 1997 - 1999
Gemini Consulting 1996 - 1997
Gemini Consulting 1993 - 1995
Skills
Strategy, CRM, Strategic Partnerships, Business Development, Start-ups, Selling, Leadership, Management, Competitive Analysis, Program Management, Sales Process, Marketing, Business Process..., New Business Development, Business Strategy, Business Analysis, Six Sigma, Operational Excellence, Cross-functional Team..., Change Management, SaaS, Cloud Computing, Brand Development, Consulting, E-Learning, Microsoft Excel, Kaizen, Key Account Development, Key Performance..., Microsoft Word, Market Analysis, Negotiation, Social Networking, Networking, Newsletters, Outsourcing, Project Management, Quality Management, Quality System, Customer Service, Strategic Planning, SEM, Small Business, Sales, Training, Executive Management, Sales Operations, Sales Management, Business Intelligence, Mergers & Acquisitions
Education
The University of Connecticut
BS, Electrical Engineering / Computer Science
University of Pennsylvania - The Wharton School
MBA, Finance
Actively Seeking New Opportunities May 2013 - Present
Hearst Media Services 2011 - 2012
Wells Fargo Advisors 2010 - 2011
McCaffrey Realty Professionals 2005 - 2010
Palladium Group, Inc 2005 - 2006
Juran Institute 2002 - 2005
Six Sigma Qualtec 1999 - 2002
OSC Teleservices 1997 - 1999
Gemini Consulting 1996 - 1997
Gemini Consulting 1993 - 1995
Skills
Strategy, CRM, Strategic Partnerships, Business Development, Start-ups, Selling, Leadership, Management, Competitive Analysis, Program Management, Sales Process, Marketing, Business Process..., New Business Development, Business Strategy, Business Analysis, Six Sigma, Operational Excellence, Cross-functional Team..., Change Management, SaaS, Cloud Computing, Brand Development, Consulting, E-Learning, Microsoft Excel, Kaizen, Key Account Development, Key Performance..., Microsoft Word, Market Analysis, Negotiation, Social Networking, Networking, Newsletters, Outsourcing, Project Management, Quality Management, Quality System, Customer Service, Strategic Planning, SEM, Small Business, Sales, Training, Executive Management, Sales Operations, Sales Management, Business Intelligence, Mergers & Acquisitions
Education
The University of Connecticut
BS, Electrical Engineering / Computer Science
University of Pennsylvania - The Wharton School
MBA, Finance
Laurel (Raducha) Hardy Laurel (Raducha) Hardy's Wells Fargo Advisors Experience November 2010 - May 2014
Job CEO/Founder, Bespoke Wealth Management, LLC
Industry Financial Services
Experience
Bespoke Wealth Management, LLC August 2014 - Present
Wells Fargo Advisors November 2010 - May 2014
Wilhelmina, Inc January 2001 - September 2005
Skills
Retirement Planning, Stock Market Analysis, Risk Management, Investment Strategies, Wealth-Preservation..., Securities, Asset Allocation, Saving for Education, Annuities, Retirement, Insurance, Wealth Management, Multi-generational..., IRA and 401K Rollovers, Financial Analysis, Mutual Funds, Financial Advisory, Investments, Financial Services, Equities, Fixed Income, Asset Management, estate planning..., Series 63, Finance, Series 7
Education
The University of Connecticut 2006 — 2010
Bachelor of Arts, Biological Sciences
Bespoke Wealth Management, LLC August 2014 - Present
Wells Fargo Advisors November 2010 - May 2014
Wilhelmina, Inc January 2001 - September 2005
Skills
Retirement Planning, Stock Market Analysis, Risk Management, Investment Strategies, Wealth-Preservation..., Securities, Asset Allocation, Saving for Education, Annuities, Retirement, Insurance, Wealth Management, Multi-generational..., IRA and 401K Rollovers, Financial Analysis, Mutual Funds, Financial Advisory, Investments, Financial Services, Equities, Fixed Income, Asset Management, estate planning..., Series 63, Finance, Series 7
Education
The University of Connecticut 2006 — 2010
Bachelor of Arts, Biological Sciences
Lori Endicott's Wells Fargo Advisors Experience July 1994 - January 2012
Job Certified Financial Planner/ Raymond James & Assoc 120 N.Alabama Ave. Deland, FL 32724 3867363403
Industry Financial Services
Experience
Miller Financial Advisors of Raymond James and Associates January 2012 - Present
Wells Fargo Advisors July 1994 - January 2012
Skills
Financial Advisory, Variable Annuities, Series 63, Series 7
Education
University of Central Florida
Bachelor's degree, Finance and Financial Management Services
Miller Financial Advisors of Raymond James and Associates January 2012 - Present
Wells Fargo Advisors July 1994 - January 2012
Skills
Financial Advisory, Variable Annuities, Series 63, Series 7
Education
University of Central Florida
Bachelor's degree, Finance and Financial Management Services
Marina Adamson Marina Adamson's Wells Fargo Advisors Experience August 1999 - October 2012
Job Regional Principal at UnionBanc Investment Services
Industry Financial Services
Experience
UnionBanc Investment Services February 2013 - Present
Wells Fargo Advisors August 1999 - October 2012
Education
University of California, Santa Barbara 1994 — 1998
"Bachelor of Arts", Art History, Criticism and Conservation
UnionBanc Investment Services February 2013 - Present
Wells Fargo Advisors August 1999 - October 2012
Education
University of California, Santa Barbara 1994 — 1998
"Bachelor of Arts", Art History, Criticism and Conservation
Elias Bachmann, CFA Elias Bachmann, CFA's Wells Fargo Advisors Experience January 2004 - October 2009
Job Director Private Investments at BSW Wealth Partners
Industry Financial Services
Experience
BSW Wealth Partners January 2015 - Present
BSW Wealth Partners October 2009 - Present
Wells Fargo Advisors January 2004 - October 2009
SUN MICROSYSTEMS, INC May 2003 - August 2003
Wall Street Institute, Luzern, Switzerland January 2001 - June 2001
DIRT CAMP, INC January 1996 - January 2001
Skills
Portfolio Center, Tamarac rebalancer, Tamarac Advisor View, Microsoft Office, Portfolio Management, Real Estate Investment, Private Equity Funding, real estate due, Sales, apl
Education
University of Colorado Boulder - Leeds School of Business 2002 — 2004
MBA, Finance
University of Colorado Boulder 1992 — 1997
BA, Communication; Organizational Communication
BSW Wealth Partners January 2015 - Present
BSW Wealth Partners October 2009 - Present
Wells Fargo Advisors January 2004 - October 2009
SUN MICROSYSTEMS, INC May 2003 - August 2003
Wall Street Institute, Luzern, Switzerland January 2001 - June 2001
DIRT CAMP, INC January 1996 - January 2001
Skills
Portfolio Center, Tamarac rebalancer, Tamarac Advisor View, Microsoft Office, Portfolio Management, Real Estate Investment, Private Equity Funding, real estate due, Sales, apl
Education
University of Colorado Boulder - Leeds School of Business 2002 — 2004
MBA, Finance
University of Colorado Boulder 1992 — 1997
BA, Communication; Organizational Communication
Joyce Almeida Maio Joyce Almeida Maio's Wells Fargo Advisors Experience 2010 - 2011
Job Senior Administrative Assistant
Industry Information Technology and Services
Experience
Bridgewater Associates July 2013 - February 2014
City of Bridgeport Connecticut 2011 - 2014
Philip Morris Capital Corporation 2011 - 2011
Wells Fargo Advisors 2010 - 2011
Goshen Investment Properties, LLC 2009 - 2010
Johnson Controls, Inc. 2008 - 2009
UBS, Inc. 2007 - 2008
Aon Hewitt 2005 - 2007
Skills
Access, Lotus Notes
Education
The Way College of Biblical Research 1985 — 1989
Bachelor of Arts, Biblical Studies
The University of Connecticut 1978 — 1984
Bachelor of Science, Design and Resource Management / English
Bridgewater Associates July 2013 - February 2014
City of Bridgeport Connecticut 2011 - 2014
Philip Morris Capital Corporation 2011 - 2011
Wells Fargo Advisors 2010 - 2011
Goshen Investment Properties, LLC 2009 - 2010
Johnson Controls, Inc. 2008 - 2009
UBS, Inc. 2007 - 2008
Aon Hewitt 2005 - 2007
Skills
Access, Lotus Notes
Education
The Way College of Biblical Research 1985 — 1989
Bachelor of Arts, Biblical Studies
The University of Connecticut 1978 — 1984
Bachelor of Science, Design and Resource Management / English
Christy Turner, CFA, AAMS® Christy Turner, CFA, AAMS®'s Wells Fargo Advisors Experience 2010 - Present
Job Financial Advisor, WELLS FARGO ADVISORS, LLC
Industry Financial Services
Experience
Wells Fargo Advisors 2010 - Present
American Century Investments 1996 - 2009
First Chicago Investment Management 1994 - 1996
KPMG Peat Marwick 1986 - 1992
Skills
Equities, Investments, Mutual Funds, Asset Management, Capital Markets, Finance, Investment Management, Financial Services, Mergers & Acquisitions, Equity Research, Alternative Investments, Financial Analysis, Due Diligence, Asset Allocation, Executive Management, Corporate Finance, Financial Risk, Asset Managment
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1992 — 1994
MBA, Finance
University of Central Florida 1982 — 1986
BSBA, Accounting
Wells Fargo Advisors 2010 - Present
American Century Investments 1996 - 2009
First Chicago Investment Management 1994 - 1996
KPMG Peat Marwick 1986 - 1992
Skills
Equities, Investments, Mutual Funds, Asset Management, Capital Markets, Finance, Investment Management, Financial Services, Mergers & Acquisitions, Equity Research, Alternative Investments, Financial Analysis, Due Diligence, Asset Allocation, Executive Management, Corporate Finance, Financial Risk, Asset Managment
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1992 — 1994
MBA, Finance
University of Central Florida 1982 — 1986
BSBA, Accounting
Todd Schnur Todd Schnur's Wells Fargo Advisors Experience November 2014 - Present
Job Wells Fargo
Industry Financial Services
Experience
Wells Fargo Advisors November 2014 - Present
Nationstar Mortgage July 2013 - April 2014
Citi March 2007 - July 2013
Citi January 2005 - March 2007
Citi April 2004 - January 2005
Citi January 2000 - April 2004
Skills
Change Management, Training, Management, Leadership, Talent Management, Financial Services, Coaching, Instructional Design, Personnel Management, Banking, Employee Benefits, Talent Acquisition, HRIS, Training Delivery, Performance Management, Soft Skills, Financial Risk, Leadership Development, Mortgage Lending, Onboarding, Business Process..., Risk Management, HR Consulting, Recruiting, Instructor-led Training, Microsoft Excel, Loans, PeopleSoft, Employee Training, Relationship Management, Project Management, Succession Planning, Interviews, Applicant Tracking..., Vendor Management, Human Resources, Performance Consulting, Credit, Blended Learning, Business Analysis, Underwriting, Employee Relations, Customer Service, Performance Improvement, Process Improvement, Team Building, Credit Analysis, Team Leadership, Employee Engagement, Needs Analysis
Education
University of Central Missouri 1987 — 1989
Personnel Administration and General Management, Business Administration and Management, General
Wells Fargo Advisors November 2014 - Present
Nationstar Mortgage July 2013 - April 2014
Citi March 2007 - July 2013
Citi January 2005 - March 2007
Citi April 2004 - January 2005
Citi January 2000 - April 2004
Skills
Change Management, Training, Management, Leadership, Talent Management, Financial Services, Coaching, Instructional Design, Personnel Management, Banking, Employee Benefits, Talent Acquisition, HRIS, Training Delivery, Performance Management, Soft Skills, Financial Risk, Leadership Development, Mortgage Lending, Onboarding, Business Process..., Risk Management, HR Consulting, Recruiting, Instructor-led Training, Microsoft Excel, Loans, PeopleSoft, Employee Training, Relationship Management, Project Management, Succession Planning, Interviews, Applicant Tracking..., Vendor Management, Human Resources, Performance Consulting, Credit, Blended Learning, Business Analysis, Underwriting, Employee Relations, Customer Service, Performance Improvement, Process Improvement, Team Building, Credit Analysis, Team Leadership, Employee Engagement, Needs Analysis
Education
University of Central Missouri 1987 — 1989
Personnel Administration and General Management, Business Administration and Management, General
Jeff Komsa Jeff Komsa's Wells Fargo Advisors Experience January 2011 - November 2013
Job Annuity Post Issue Specialist at Met Life
Industry Investment Management
Experience
Met Life December 2013 - Present
Wells Fargo Advisors January 2011 - November 2013
Prudential Financial 2009 - 2010
Liberty mutual 2007 - 2008
M&J Securities/ FM Brokerage 1986 - 2007
Skills
Integrity, Negotiation, Strategic Planning, Openness, Self-motivated Team..., Solutions Focused, Entrepreneurship, Solution-oriented, Client-oriented, Insurance, Sales, Program Management, Team Leadership
Education
University of Dayton 1982 — 1986
BA of Arts, Communications
Met Life December 2013 - Present
Wells Fargo Advisors January 2011 - November 2013
Prudential Financial 2009 - 2010
Liberty mutual 2007 - 2008
M&J Securities/ FM Brokerage 1986 - 2007
Skills
Integrity, Negotiation, Strategic Planning, Openness, Self-motivated Team..., Solutions Focused, Entrepreneurship, Solution-oriented, Client-oriented, Insurance, Sales, Program Management, Team Leadership
Education
University of Dayton 1982 — 1986
BA of Arts, Communications
Michelle St. Julien Michelle St. Julien's Wells Fargo Advisors Experience August 2007 - March 2011
Job Regional Director at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions September 2015 - Present
Transamerica Retirement Solutions March 2011 - September 2015
Wells Fargo Advisors August 2007 - March 2011
Wells Fargo October 2006 - March 2011
Skills
Series 7
Education
UCLA 2002 — 2006
Bachelor of Arts (B.A.), English Literature
Transamerica Retirement Solutions September 2015 - Present
Transamerica Retirement Solutions March 2011 - September 2015
Wells Fargo Advisors August 2007 - March 2011
Wells Fargo October 2006 - March 2011
Skills
Series 7
Education
UCLA 2002 — 2006
Bachelor of Arts (B.A.), English Literature
Cory Wolfrom's Wells Fargo Advisors Experience July 2013 - September 2013
Job Project Engineer at Caliagua, Inc.
Industry Financial Services
Experience
Caliagua, Inc. December 2014 - Present
The Bishop's School February 2013 - March 2014
Wells Fargo Advisors July 2013 - September 2013
Caliagua, Inc. June 2012 - September 2012
Skills
Microsoft Office, Public Speaking, Microsoft Word, PowerPoint, Social Media, Leadership, Event Planning, Customer Service, Research, Teamwork, Social Networking, Microsoft Excel, Sales
Education
University of California, San Diego 2010 — 2014
Bachelor of Science (B.S.), Math and Economics
Esperanza High School 2006 — 2010
Caliagua, Inc. December 2014 - Present
The Bishop's School February 2013 - March 2014
Wells Fargo Advisors July 2013 - September 2013
Caliagua, Inc. June 2012 - September 2012
Skills
Microsoft Office, Public Speaking, Microsoft Word, PowerPoint, Social Media, Leadership, Event Planning, Customer Service, Research, Teamwork, Social Networking, Microsoft Excel, Sales
Education
University of California, San Diego 2010 — 2014
Bachelor of Science (B.S.), Math and Economics
Esperanza High School 2006 — 2010
David Edmisten, CFP's Wells Fargo Advisors Experience October 2006 - October 2009
Job Vice President, Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge October 2011 - Present
Justopenthebook.com March 2010 - September 2011
E*TRADE Financial October 2009 - March 2010
Wells Fargo Advisors October 2006 - October 2009
AGIA July 1998 - October 2006
Skills
Investments, Risk Management, Finance, Wealth Management, Insurance, Non-profits, Financial Services
Education
University of California, Santa Barbara 1991 — 1995
BA, Law and Society
Merrill Edge October 2011 - Present
Justopenthebook.com March 2010 - September 2011
E*TRADE Financial October 2009 - March 2010
Wells Fargo Advisors October 2006 - October 2009
AGIA July 1998 - October 2006
Skills
Investments, Risk Management, Finance, Wealth Management, Insurance, Non-profits, Financial Services
Education
University of California, Santa Barbara 1991 — 1995
BA, Law and Society
Seth Panucci's Wells Fargo Advisors Experience October 2012 - March 2014
Job Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch March 2014 - Present
Wells Fargo Advisors October 2012 - March 2014
Dream Catcher LLC June 2008 - March 2014
Skills
Organizational..., Microsoft Office, Public Health, Product Marketing, Construction, Business Development, Cold Calling, Customer Service, Social Networking, 401k, Corporate Retirement..., Investment Advisory, Retirement Planning, Mutual Funds, Investments, Email Marketing, Financial Services, Securities, Strategic Financial..., Financial Planning, Finance, Marketing, Public Speaking, Project Management, Microsoft Word, Management, Leadership
Education
The University of Connecticut 2004 — 2009
Bachelor of Science
Merrill Lynch March 2014 - Present
Wells Fargo Advisors October 2012 - March 2014
Dream Catcher LLC June 2008 - March 2014
Skills
Organizational..., Microsoft Office, Public Health, Product Marketing, Construction, Business Development, Cold Calling, Customer Service, Social Networking, 401k, Corporate Retirement..., Investment Advisory, Retirement Planning, Mutual Funds, Investments, Email Marketing, Financial Services, Securities, Strategic Financial..., Financial Planning, Finance, Marketing, Public Speaking, Project Management, Microsoft Word, Management, Leadership
Education
The University of Connecticut 2004 — 2009
Bachelor of Science
Jim Hawks Jim Hawks's Wells Fargo Advisors Experience January 2013 - July 2014
Job Senior Developer at Schnuck Markets, Inc.
Industry Food & Beverages
Experience
Schnuck Markets, Inc. March 2015 - Present
Lord & Taylor October 2014 - March 2015
Wells Fargo Advisors January 2013 - July 2014
MasterCard October 2010 - November 2012
Monsanto Company April 2010 - September 2010
MasterCard October 2005 - October 2009
Financial Networks, Inc. September 2003 - September 2005
Sprint June 2002 - September 2003
Sprint April 2001 - December 2001
Sprint April 2000 - April 2001
Skills
Java, C, C++, SQL, Oracle PL/SQL..., Perl, Unix Shell Scripting, Korn shell, Sed, Awk, Regular Expressions, Eclipse, Apache 2, Oracle Pro*C, Tuxedo, Subversion, CVS, PVCS, GNU Make, Imake, MQSeries, Oracle Database, MySQL, DB2, Solaris, HP-UX, AIX, Linux, Suse, RedHat, JMeter
Education
University of Central Missouri 1990 — 1992
Bachelor of Science (B.S.), Mathematics and Computer Science, 3.86 / 4.00
Schnuck Markets, Inc. March 2015 - Present
Lord & Taylor October 2014 - March 2015
Wells Fargo Advisors January 2013 - July 2014
MasterCard October 2010 - November 2012
Monsanto Company April 2010 - September 2010
MasterCard October 2005 - October 2009
Financial Networks, Inc. September 2003 - September 2005
Sprint June 2002 - September 2003
Sprint April 2001 - December 2001
Sprint April 2000 - April 2001
Skills
Java, C, C++, SQL, Oracle PL/SQL..., Perl, Unix Shell Scripting, Korn shell, Sed, Awk, Regular Expressions, Eclipse, Apache 2, Oracle Pro*C, Tuxedo, Subversion, CVS, PVCS, GNU Make, Imake, MQSeries, Oracle Database, MySQL, DB2, Solaris, HP-UX, AIX, Linux, Suse, RedHat, JMeter
Education
University of Central Missouri 1990 — 1992
Bachelor of Science (B.S.), Mathematics and Computer Science, 3.86 / 4.00
Christian Green's Wells Fargo Advisors Experience August 2010 - April 2012
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2015 - Present
Merrill Lynch June 2014 - May 2015
Northwestern Mutual April 2013 - April 2014
Wells Fargo Advisors August 2010 - April 2012
Skills
Business Planning, Sales Operations, Strategic Financial..., Investments, Marketing Strategy, Client Engagement, PowerPoint, Market Research, Public Speaking, Equity Capital Markets, Stock Trading, Asset Management, Partner Management, ETFs, Business Development, Portfolio Optimization, Life Insurance, Retirement Benefits, Index Options, REIT, Fixed Income Strategies, Cold Calling, Sales Management
Education
University of Central Florida - College of Business Administration 2009 — 2012
Bachelor of Science (B.S.), Marketing
Valencia College
Associate of Arts (A.A.), Business Administration
Morgan Stanley May 2015 - Present
Merrill Lynch June 2014 - May 2015
Northwestern Mutual April 2013 - April 2014
Wells Fargo Advisors August 2010 - April 2012
Skills
Business Planning, Sales Operations, Strategic Financial..., Investments, Marketing Strategy, Client Engagement, PowerPoint, Market Research, Public Speaking, Equity Capital Markets, Stock Trading, Asset Management, Partner Management, ETFs, Business Development, Portfolio Optimization, Life Insurance, Retirement Benefits, Index Options, REIT, Fixed Income Strategies, Cold Calling, Sales Management
Education
University of Central Florida - College of Business Administration 2009 — 2012
Bachelor of Science (B.S.), Marketing
Valencia College
Associate of Arts (A.A.), Business Administration
Edgar Webster Edgar Webster's Wells Fargo Advisors Experience September 2002 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors September 2002 - Present
Fawnbrook Inn 1989 - 1989
Skills
Wealth Management, Investments, Retirement Planning, Portfolio Management, Financial Analysis, Financial Planning, Mutual Funds
Education
University of Colorado Boulder 1981 — 1986
Bachelor of Science (BS), Chemical Engineering, Honors
Wells Fargo Advisors September 2002 - Present
Fawnbrook Inn 1989 - 1989
Skills
Wealth Management, Investments, Retirement Planning, Portfolio Management, Financial Analysis, Financial Planning, Mutual Funds
Education
University of Colorado Boulder 1981 — 1986
Bachelor of Science (BS), Chemical Engineering, Honors
Fanny Guo, CFP® Fanny Guo, CFP®'s Wells Fargo Advisors Experience January 2008 - July 2010
Job Financial Advisor at Mercer Advisors
Industry Financial Services
Experience
Mercer Advisors June 2015 - Present
AXA Advisors November 2013 - Present
AXA Advisors April 2013 - November 2013
Raymond James Financial Services July 2010 - April 2013
Wells Fargo Advisors January 2008 - July 2010
Education
University of California, Riverside 2003 — 2007
Bachelor of Science (B.S.), Business Administration
Mercer Advisors June 2015 - Present
AXA Advisors November 2013 - Present
AXA Advisors April 2013 - November 2013
Raymond James Financial Services July 2010 - April 2013
Wells Fargo Advisors January 2008 - July 2010
Education
University of California, Riverside 2003 — 2007
Bachelor of Science (B.S.), Business Administration
Scott H Hampton Scott H Hampton's Wells Fargo Advisors Experience January 2013 - Present
Job Financial Consultant Clarke Hampton Investment Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 2013 - Present
One Kings Lane October 2011 - September 2015
BillGuard January 2012 - April 2012
GPS Tuner May 2011 - October 2011
University of California Santa Barbara Office of the Student Advocate January 2009 - January 2010
Skills
401k Rollovers, Start-ups, Deferred Compensation..., Social Media, Multigenerational..., Retirement Planning, Tax Efficient Strategies, Entrepreneurship, Financial Analysis, Estate Investment..., Investment Strategies, Risk Management, Insurance, Microsoft Office, Microsoft Excel, Analysis, Research, PowerPoint, Social Media Marketing, Online Marketing, SPIN Selling, Marketing, Leadership
Education
Washington University in St. Louis - Olin Business School 2010 — 2012
Bachelor of Science, Business Administration; Entrepreneurship
University of California, Santa Barbara 2008 — 2009
Bachelor of Arts, Business Economics and Political Science
Wells Fargo Advisors January 2013 - Present
One Kings Lane October 2011 - September 2015
BillGuard January 2012 - April 2012
GPS Tuner May 2011 - October 2011
University of California Santa Barbara Office of the Student Advocate January 2009 - January 2010
Skills
401k Rollovers, Start-ups, Deferred Compensation..., Social Media, Multigenerational..., Retirement Planning, Tax Efficient Strategies, Entrepreneurship, Financial Analysis, Estate Investment..., Investment Strategies, Risk Management, Insurance, Microsoft Office, Microsoft Excel, Analysis, Research, PowerPoint, Social Media Marketing, Online Marketing, SPIN Selling, Marketing, Leadership
Education
Washington University in St. Louis - Olin Business School 2010 — 2012
Bachelor of Science, Business Administration; Entrepreneurship
University of California, Santa Barbara 2008 — 2009
Bachelor of Arts, Business Economics and Political Science
Sabelhaus Patrick Sabelhaus Patrick's Wells Fargo Advisors Experience September 2011 - September 2012
Job at
Industry Construction
Experience
Jones Lang Sasalle May 2015 - Present
Perfetti Van Melle October 2012 - May 2015
Wells Fargo Advisors September 2011 - September 2012
Senco Brands, Inc March 2011 - November 2011
Senco Brands, Inc January 2010 - February 2011
Duke Energy Corporation December 2007 - March 2008
MISA Metals June 2007 - September 2007
Skills
Team Building, Project Management, Forecasting, P&L Analysis
Education
University of Cincinnati 2005 — 2009
Bachelor's of Business Administration, Finance and Real Estate
Jones Lang Sasalle May 2015 - Present
Perfetti Van Melle October 2012 - May 2015
Wells Fargo Advisors September 2011 - September 2012
Senco Brands, Inc March 2011 - November 2011
Senco Brands, Inc January 2010 - February 2011
Duke Energy Corporation December 2007 - March 2008
MISA Metals June 2007 - September 2007
Skills
Team Building, Project Management, Forecasting, P&L Analysis
Education
University of Cincinnati 2005 — 2009
Bachelor's of Business Administration, Finance and Real Estate
Bret Tackett, MS, CFP® Bret Tackett, MS, CFP®'s Wells Fargo Advisors Experience September 2001 - May 2009
Job President | Tackett Wealth Management
Industry Investment Management
Experience
Tackett Wealth Management May 2009 - Present
Wells Fargo Advisors September 2001 - May 2009
Nortel Networks June 2000 - July 2001
Skills
Private Asset Management, Retirement Planning, Personal Financial..., Information Technology, Certified Financial...
Education
University of Florida 1999 — 2000
Master of Science, Decision & Information Sciences
University of Florida 1997 — 1999
Bachelor of Science, Finance
University of Central Florida 1996 — 1997
Associate's degree, Business Administration and Management, General
Tackett Wealth Management May 2009 - Present
Wells Fargo Advisors September 2001 - May 2009
Nortel Networks June 2000 - July 2001
Skills
Private Asset Management, Retirement Planning, Personal Financial..., Information Technology, Certified Financial...
Education
University of Florida 1999 — 2000
Master of Science, Decision & Information Sciences
University of Florida 1997 — 1999
Bachelor of Science, Finance
University of Central Florida 1996 — 1997
Associate's degree, Business Administration and Management, General
Colin Welch's Wells Fargo Advisors Experience December 2014 - Present
Job Wealth Management Intern, Analyst, CEO
Industry Banking
Experience
Student Foundation Investment Committee January 2015 - Present
Wells Fargo Advisors December 2014 - Present
Machi Capital Corp. June 2014 - Present
LIA June 2015 - June 2015
Unify 2015 - 2015
Skills
Econometrics, Financial Accounting, Research, Data Analysis, Accounting, Financial Analysis, Stock Market Analysis, Public Speaking, Microsoft Excel, Java, PowerPoint, Microsoft Word, Teamwork, Social Media, Microsoft Office, Windows, English, Customer Service, Access
Education
University of California, San Diego 2013 — 2017
Bachelor of Arts (BA), Economics
Redondo Union High School
Student Foundation Investment Committee January 2015 - Present
Wells Fargo Advisors December 2014 - Present
Machi Capital Corp. June 2014 - Present
LIA June 2015 - June 2015
Unify 2015 - 2015
Skills
Econometrics, Financial Accounting, Research, Data Analysis, Accounting, Financial Analysis, Stock Market Analysis, Public Speaking, Microsoft Excel, Java, PowerPoint, Microsoft Word, Teamwork, Social Media, Microsoft Office, Windows, English, Customer Service, Access
Education
University of California, San Diego 2013 — 2017
Bachelor of Arts (BA), Economics
Redondo Union High School
David Rosenfeld's Wells Fargo Advisors Experience 2012 - 2013
Job Director at Nasdaq. Enterprise Systems.
Industry Accounting
Experience
NASDAQ OMX November 2012 - Present
Wells Fargo Advisors 2012 - 2013
Navigant 2011 - 2012
Sterling Savings Bank August 2010 - August 2011
JWT March 2008 - August 2010
KPMG January 1996 - March 2000
Skills
Peoplesoft, Project Costing, Contracts, General Ledger, Financial Analysis, Accounting, Access, Analysis, Business Analysis, Visio, Financial Reporting, Forecasting, Auditing, Finance, Budgets, Strategic Financial..., XML Publisher, OBIEE, nVision, Crystal Reports
Education
The University of Connecticut 1983 — 1987
Undergraduate, Accounting and Finance
NASDAQ OMX November 2012 - Present
Wells Fargo Advisors 2012 - 2013
Navigant 2011 - 2012
Sterling Savings Bank August 2010 - August 2011
JWT March 2008 - August 2010
KPMG January 1996 - March 2000
Skills
Peoplesoft, Project Costing, Contracts, General Ledger, Financial Analysis, Accounting, Access, Analysis, Business Analysis, Visio, Financial Reporting, Forecasting, Auditing, Finance, Budgets, Strategic Financial..., XML Publisher, OBIEE, nVision, Crystal Reports
Education
The University of Connecticut 1983 — 1987
Undergraduate, Accounting and Finance
Laura Callen's Wells Fargo Advisors Experience January 2012 - May 2012
Job Relocation Consultant / National Account Sales at Bell Moving & Storage, Inc.
Industry Public Relations and Communications
Experience
Bell Moving & Storage, Inc. November 2014 - Present
Fischer Homes January 2014 - November 2014
Bravo Brio Restaurant Group March 2009 - July 2014
The Reynolds and Reynolds Company June 2013 - January 2014
Wells Fargo Advisors January 2012 - May 2012
Bell Moving & Storage, Inc. June 2006 - August 2011
Wings Model Management January 2009 - July 2010
Skills
Social Media, Leadership, Public Relations, Management, Customer Satisfaction, Training, Sales, Customer Service..., Transportation, Logistics, Commercial Moving, Residential Moving, Long Distance Moving, Customer Service, Marketing, Public Speaking, Team Building, Event Planning, Microsoft Office, Social Networking
Education
University of Cincinnati 2010 — 2013
Bachelor of Arts (B.A.), Communication, Minor in Political Science
Xavier University 2009 — 2010
Political Science
Cincinnati Christian Highschool 1996 — 2009
Bell Moving & Storage, Inc. November 2014 - Present
Fischer Homes January 2014 - November 2014
Bravo Brio Restaurant Group March 2009 - July 2014
The Reynolds and Reynolds Company June 2013 - January 2014
Wells Fargo Advisors January 2012 - May 2012
Bell Moving & Storage, Inc. June 2006 - August 2011
Wings Model Management January 2009 - July 2010
Skills
Social Media, Leadership, Public Relations, Management, Customer Satisfaction, Training, Sales, Customer Service..., Transportation, Logistics, Commercial Moving, Residential Moving, Long Distance Moving, Customer Service, Marketing, Public Speaking, Team Building, Event Planning, Microsoft Office, Social Networking
Education
University of Cincinnati 2010 — 2013
Bachelor of Arts (B.A.), Communication, Minor in Political Science
Xavier University 2009 — 2010
Political Science
Cincinnati Christian Highschool 1996 — 2009
Aman Hashim Aman Hashim's Wells Fargo Advisors Experience 2013 - 2014
Job Director of Operations at SkipsoLabs
Industry Internet
Experience
SkipsoLabs March 2015 - Present
Wells Fargo Advisors 2013 - 2014
Tortillaz :: Healthy Mexican Grill 2011 - 2013
Jubilee Monuments Corp 2008 - 2011
Colonel Concepts of USA 2006 - 2008
Skills
Leadership, Strategy, Business Development, Program Management, Marketing, Financial Analysis, Non-profits, Risk Management, Open Innovation, Microsoft Excel
Education
University of Southern California - Marshall School of Business 2014 — 2016
MBA Candidate (Executive Program)
University of California, San Diego 2002 — 2006
B.A., Economics
SkipsoLabs March 2015 - Present
Wells Fargo Advisors 2013 - 2014
Tortillaz :: Healthy Mexican Grill 2011 - 2013
Jubilee Monuments Corp 2008 - 2011
Colonel Concepts of USA 2006 - 2008
Skills
Leadership, Strategy, Business Development, Program Management, Marketing, Financial Analysis, Non-profits, Risk Management, Open Innovation, Microsoft Excel
Education
University of Southern California - Marshall School of Business 2014 — 2016
MBA Candidate (Executive Program)
University of California, San Diego 2002 — 2006
B.A., Economics
Oren Klein's Wells Fargo Advisors Experience July 2012 - April 2015
Job
Industry Venture Capital & Private Equity
Experience
StartHub Miami April 2015 - Present
Finaben llc April 2015 - Present
Wells Fargo Advisors July 2012 - April 2015
Education
University of Central Florida 2004 — 2009
Bachelor’s Degree, Finance
StartHub Miami April 2015 - Present
Finaben llc April 2015 - Present
Wells Fargo Advisors July 2012 - April 2015
Education
University of Central Florida 2004 — 2009
Bachelor’s Degree, Finance
Suzanne Draper Suzanne Draper's Wells Fargo Advisors Experience January 2005 - July 2008
Job Sales Representative at kube MARKETING
Industry Education Management
Experience
Le Cordon Bleu Sales Representativekube MARKETINGOctober 2011 - Present
University of Central Florida January 2014 - August 2014
SBM Marketing, LLC October 2011 - January 2013
Wells Fargo Advisors January 2005 - July 2008
Education
University of Central Florida 2012 — 2014
Master of Arts (M.A.), Cultural Anthropology, 4.0
University of West Florida 2011 — 2012
Bachelor of Arts (B.A.), International/Global Studies
University of West Florida 2006 — 2011
Bachelor of Arts (B.A.), Cultural Anthropology
Le Cordon Bleu Sales Representativekube MARKETINGOctober 2011 - Present
University of Central Florida January 2014 - August 2014
SBM Marketing, LLC October 2011 - January 2013
Wells Fargo Advisors January 2005 - July 2008
Education
University of Central Florida 2012 — 2014
Master of Arts (M.A.), Cultural Anthropology, 4.0
University of West Florida 2011 — 2012
Bachelor of Arts (B.A.), International/Global Studies
University of West Florida 2006 — 2011
Bachelor of Arts (B.A.), Cultural Anthropology
Alexia Lopez's Wells Fargo Advisors Experience May 2011 - August 2011
Job Technical Recruiter at Amazon
Industry Staffing and Recruiting
Experience
Amazon June 2015 - Present
Amazon September 2014 - June 2015
Mercer Advisors August 2012 - August 2014
Nordstrom June 2011 - August 2012
Wells Fargo Advisors May 2011 - August 2011
Optimal Print Technologies, Inc. July 2005 - May 2011
Golden Spoon Frozen Yogurt June 2007 - June 2008
Skills
Recruiting, Talent Acquisition, Sourcing, Technical Recruiting, Finance, Customer Service, Investments, Financial Services, Wealth Management, Social Media, Microsoft Office, Sales, PowerPoint, Series 65, Excel, Financial Reporting, Microsoft Excel, CRM, Orion, Outlook, Mutual Funds, Microsoft Word, Scheduling, tech sourcing
Education
University of Colorado at Boulder 2008 — 2012
BA, Economics, Business
Northwood High School 2004 — 2008
Amazon June 2015 - Present
Amazon September 2014 - June 2015
Mercer Advisors August 2012 - August 2014
Nordstrom June 2011 - August 2012
Wells Fargo Advisors May 2011 - August 2011
Optimal Print Technologies, Inc. July 2005 - May 2011
Golden Spoon Frozen Yogurt June 2007 - June 2008
Skills
Recruiting, Talent Acquisition, Sourcing, Technical Recruiting, Finance, Customer Service, Investments, Financial Services, Wealth Management, Social Media, Microsoft Office, Sales, PowerPoint, Series 65, Excel, Financial Reporting, Microsoft Excel, CRM, Orion, Outlook, Mutual Funds, Microsoft Word, Scheduling, tech sourcing
Education
University of Colorado at Boulder 2008 — 2012
BA, Economics, Business
Northwood High School 2004 — 2008
Brandon Whelan's Wells Fargo Advisors Experience November 2013 - Present
Job Financial Advisor The Whelan/Goodchild/Whelan Financial Strategies Group of Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors November 2013 - Present
Wells Fargo Advisors July 2013 - November 2013
Wells Fargo Advisors May 2012 - August 2012
Skills
Finance, Investments, Social Media, Team Leadership, Time Management, Financial Services, Investment Strategies, Retirement Planning, 401(k) Rollovers, Business-Owner Planning, Multigenerational..., Risk Management, Estate Investment..., Fixed-Income Strategies, Public Speaking, Strategic Analysis
Education
University of Central Florida 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
St. Thomas Aquinas High School 2005 — 2009
Fort Lauderdale, FL
Wells Fargo Advisors November 2013 - Present
Wells Fargo Advisors July 2013 - November 2013
Wells Fargo Advisors May 2012 - August 2012
Skills
Finance, Investments, Social Media, Team Leadership, Time Management, Financial Services, Investment Strategies, Retirement Planning, 401(k) Rollovers, Business-Owner Planning, Multigenerational..., Risk Management, Estate Investment..., Fixed-Income Strategies, Public Speaking, Strategic Analysis
Education
University of Central Florida 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
St. Thomas Aquinas High School 2005 — 2009
Fort Lauderdale, FL
Neil Tagaras Neil Tagaras's Wells Fargo Advisors Experience January 2009 - August 2014
Job Raymond James
Industry Financial Services
Experience
Raymond James Financial, Inc. August 2014 - Present
Wells Fargo Advisors,LLC January 2009 - August 2014
Wells Fargo Advisors January 2009 - August 2014
Skills
Retirement Planning, 401k, 401k Rollovers, Wealth Management, Asset Management, Mutual Funds, College Savings Plans
Education
University of Connecticut 1972 — 1976
Bachelor's degree, Finance, General
Raymond James Financial, Inc. August 2014 - Present
Wells Fargo Advisors,LLC January 2009 - August 2014
Wells Fargo Advisors January 2009 - August 2014
Skills
Retirement Planning, 401k, 401k Rollovers, Wealth Management, Asset Management, Mutual Funds, College Savings Plans
Education
University of Connecticut 1972 — 1976
Bachelor's degree, Finance, General
Monica Suzara's Wells Fargo Advisors Experience January 2009 - October 2010
Job Senior Registered Client Service Manager at Gupta Wealth Management
Industry Financial Services
Experience
Gupta Wealth Management October 2013 - Present
UBS October 2010 - October 2013
Wells Fargo Advisors January 2009 - October 2010
Morgan Stanley March 2004 - January 2009
UBS March 2000 - March 2004
Skills
Series 7, Series 66, Series 31, CA Insurance License
Education
UCSD
Bachelor of Arts (B.A.)
Gupta Wealth Management October 2013 - Present
UBS October 2010 - October 2013
Wells Fargo Advisors January 2009 - October 2010
Morgan Stanley March 2004 - January 2009
UBS March 2000 - March 2004
Skills
Series 7, Series 66, Series 31, CA Insurance License
Education
UCSD
Bachelor of Arts (B.A.)
Daniel Medley Daniel Medley's Wells Fargo Advisors Experience August 2013 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors August 2013 - Present
Independent Contractor April 2009 - December 2014
Playworks August 2011 - June 2013
Rosewood Hotels & Resorts May 2009 - June 2011
Miscellaneous Restaurants and Bars August 2004 - February 2009
Skills
Investments, Financial Advisory, Financial Services, Small Business, Rollovers, Asset Allocation, Investment Planning, Financial Analysis, Financial Risk, Life Insurance, Health Insurance, Estate Investment..., Small Business..., Event Planning, Insurance, Finance, Leadership, Public Speaking, Customer Service
Education
University of California, Santa Barbara 2005 — 2008
Bachelor of Arts (B.A.), Psychology
De Anza Community College 2002 — 2005
General Education
Wells Fargo Advisors August 2013 - Present
Independent Contractor April 2009 - December 2014
Playworks August 2011 - June 2013
Rosewood Hotels & Resorts May 2009 - June 2011
Miscellaneous Restaurants and Bars August 2004 - February 2009
Skills
Investments, Financial Advisory, Financial Services, Small Business, Rollovers, Asset Allocation, Investment Planning, Financial Analysis, Financial Risk, Life Insurance, Health Insurance, Estate Investment..., Small Business..., Event Planning, Insurance, Finance, Leadership, Public Speaking, Customer Service
Education
University of California, Santa Barbara 2005 — 2008
Bachelor of Arts (B.A.), Psychology
De Anza Community College 2002 — 2005
General Education
Hal Gerber Hal Gerber's Wells Fargo Advisors Experience February 2000 - July 2005
Job Chairman, Spruce Biosciences
Industry Venture Capital & Private Equity
Experience
Spruce Biosciences June 2015 - Present
CNS Biopharma May 2015 - Present
Gerber LLC October 2011 - Present
Burrill & Company August 2005 - September 2011
American Liver Foundation January 2003 - December 2007
Wells Fargo Advisors February 2000 - July 2005
Rabobank International August 1998 - July 2000
Rabobank International November 1995 - August 1998
Sunset Medical Laboratory LLC January 1994 - July 1995
Skills
Venture Capital, Private Equity, Biotechnology, Due Diligence, Lifesciences, Entrepreneurship, Start-ups, Mergers, Pharmaceutical Industry, Strategic Partnerships, Medical Devices, Healthcare, Continuing Medical..., Hospitals, Mergers & Acquisitions, Drug Development
Education
University of California, San Francisco - School of Medicine 1976 — 1979
Board Certified American Board of Internal Medicine, Internal Medicine Residency Program
University of Pennsylvania School of Medicine 1972 — 1976
Doctor of Medicine (MD)
University of Pennsylvania 1968 — 1972
Bachelor of Arts (B.A.), Philosophy
Spruce Biosciences June 2015 - Present
CNS Biopharma May 2015 - Present
Gerber LLC October 2011 - Present
Burrill & Company August 2005 - September 2011
American Liver Foundation January 2003 - December 2007
Wells Fargo Advisors February 2000 - July 2005
Rabobank International August 1998 - July 2000
Rabobank International November 1995 - August 1998
Sunset Medical Laboratory LLC January 1994 - July 1995
Skills
Venture Capital, Private Equity, Biotechnology, Due Diligence, Lifesciences, Entrepreneurship, Start-ups, Mergers, Pharmaceutical Industry, Strategic Partnerships, Medical Devices, Healthcare, Continuing Medical..., Hospitals, Mergers & Acquisitions, Drug Development
Education
University of California, San Francisco - School of Medicine 1976 — 1979
Board Certified American Board of Internal Medicine, Internal Medicine Residency Program
University of Pennsylvania School of Medicine 1972 — 1976
Doctor of Medicine (MD)
University of Pennsylvania 1968 — 1972
Bachelor of Arts (B.A.), Philosophy
Allie Yaldezian's Wells Fargo Advisors Experience April 2008 - September 2008
Job Account Manager at Elevate My Brand
Industry Marketing and Advertising
Experience
Elevate My Brand April 2013 - Present
The Regan Group August 2012 - August 2012
UCSB Men's Soccer Team April 2012 - June 2012
Mesa Lane Partners April 2012 - June 2012
Macy's October 2010 - August 2011
Wells Fargo Advisors April 2008 - September 2008
Skills
Creative Briefs, Copy Platforms, Advertising, Advertising Research, Copywriting, Creative Writing, Writing, English Literature, Poetry, Teamwork, Team Leadership, Administrative Support, PowerPoint, Microsoft Office, Organizing, elementary knowledge of..., Market Research, Blogging, Time Management, Administrative..., Marketing
Education
University of California, Santa Barbara 2008 — 2012
Bachelor of Arts (B.A.), Communication, General and English, Cumulative GPA - 3.65
Elevate My Brand April 2013 - Present
The Regan Group August 2012 - August 2012
UCSB Men's Soccer Team April 2012 - June 2012
Mesa Lane Partners April 2012 - June 2012
Macy's October 2010 - August 2011
Wells Fargo Advisors April 2008 - September 2008
Skills
Creative Briefs, Copy Platforms, Advertising, Advertising Research, Copywriting, Creative Writing, Writing, English Literature, Poetry, Teamwork, Team Leadership, Administrative Support, PowerPoint, Microsoft Office, Organizing, elementary knowledge of..., Market Research, Blogging, Time Management, Administrative..., Marketing
Education
University of California, Santa Barbara 2008 — 2012
Bachelor of Arts (B.A.), Communication, General and English, Cumulative GPA - 3.65
Jean Paul Atallah's Wells Fargo Advisors Experience April 2012 - February 2014
Job Operations/Administrative Manager at Goldberg, Yolles & Lepore LLC
Industry Financial Services
Experience
Goldberg, Yolles & Lepore LLC February 2014 - Present
Wells Fargo Advisors April 2012 - February 2014
TD September 2010 - April 2012
Skills
Operations Management, Regulatory Compliance, Policies & Procedures..., Human Resources
Education
University of Connecticut 2005 — 2009
Bachelor's degree, Finance
Goldberg, Yolles & Lepore LLC February 2014 - Present
Wells Fargo Advisors April 2012 - February 2014
TD September 2010 - April 2012
Skills
Operations Management, Regulatory Compliance, Policies & Procedures..., Human Resources
Education
University of Connecticut 2005 — 2009
Bachelor's degree, Finance
Teresa Dougherty, APR's Wells Fargo Advisors Experience July 2004 - January 2011
Job Experienced Strategic Communications & PR Consultant
Industry Public Relations and Communications
Experience
LEDERMARK COMMUNICATIONS LLC February 2013 - Present
Independent March 2011 - January 2013
Wells Fargo Advisors July 2004 - January 2011
Siddall, Inc May 2002 - January 2004
Cahoon & Cross Advertising, Marketing and Public Relations April 2001 - February 2002
Skills
Corporate Communications, Media Relations, Internal Communications, Public Relations, Strategic Communications, Communications Planning, Reputation Management, Crisis Communications, Content Development, Spokesperson, Media Relations Training, Writing, Strategic..., Issues Management, Executive Coaching, Brand PR, Account Management, Event Marketing
Education
University of Colorado at Boulder
Bachelor of Science, Journalism
University of Colorado at Boulder
Bachelor of Arts, Political Science
LEDERMARK COMMUNICATIONS LLC February 2013 - Present
Independent March 2011 - January 2013
Wells Fargo Advisors July 2004 - January 2011
Siddall, Inc May 2002 - January 2004
Cahoon & Cross Advertising, Marketing and Public Relations April 2001 - February 2002
Skills
Corporate Communications, Media Relations, Internal Communications, Public Relations, Strategic Communications, Communications Planning, Reputation Management, Crisis Communications, Content Development, Spokesperson, Media Relations Training, Writing, Strategic..., Issues Management, Executive Coaching, Brand PR, Account Management, Event Marketing
Education
University of Colorado at Boulder
Bachelor of Science, Journalism
University of Colorado at Boulder
Bachelor of Arts, Political Science
Chester Rosal Chester Rosal's Wells Fargo Advisors Experience September 2005 - August 2009
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo Advisors September 2005 - August 2009
BenefitStreet, Inc October 2003 - September 2005
Charles Schwab & Co July 1999 - December 2002
U.S. Bank December 1998 - July 1999
Skills
Finance, Securities, Mutual Funds, Asset Allocation, Time Management, Mergers & Acquisitions, Strategic Financial..., Financial Services, Financial Advisory, Retirement Planning, Access, Portfolio Management, Corporate Finance, Accounting, Financial Risk, Fixed Income, Banking, Marketing, Training, 401k, Fundraising, Investments, Retirement, Series 7, Series 63, Leadership, Management, Wealth Management, Investment Advisory, Equities
Education
University of California, Santa Cruz
Bachelor of Arts, Economics/Business
Wells Fargo Advisors September 2005 - August 2009
BenefitStreet, Inc October 2003 - September 2005
Charles Schwab & Co July 1999 - December 2002
U.S. Bank December 1998 - July 1999
Skills
Finance, Securities, Mutual Funds, Asset Allocation, Time Management, Mergers & Acquisitions, Strategic Financial..., Financial Services, Financial Advisory, Retirement Planning, Access, Portfolio Management, Corporate Finance, Accounting, Financial Risk, Fixed Income, Banking, Marketing, Training, 401k, Fundraising, Investments, Retirement, Series 7, Series 63, Leadership, Management, Wealth Management, Investment Advisory, Equities
Education
University of California, Santa Cruz
Bachelor of Arts, Economics/Business
Igor Kipnis, CFP® Igor Kipnis, CFP®'s Wells Fargo Advisors Experience November 2010 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors November 2010 - Present
Morgan Stanley Smith Barney June 2005 - November 2010
Investor's Bank and Trust 2004 - 2005
Washington Mutual, Inc. 2001 - 2004
Bank Of America 1999 - 2001
Intel 1999 - 2000
Education
University of California, Santa Barbara 2002 — 2004
Bachelor of Arts, Business Economics with Emphasis in Accounting
Wells Fargo Advisors November 2010 - Present
Morgan Stanley Smith Barney June 2005 - November 2010
Investor's Bank and Trust 2004 - 2005
Washington Mutual, Inc. 2001 - 2004
Bank Of America 1999 - 2001
Intel 1999 - 2000
Education
University of California, Santa Barbara 2002 — 2004
Bachelor of Arts, Business Economics with Emphasis in Accounting
Jonathan Shevlin Jonathan Shevlin's Wells Fargo Advisors Experience January 2014 - Present
Job Regional Sales Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2014 - Present
Wells Fargo Advisors November 2010 - December 2013
Wells Fargo Advisors November 2005 - November 2010
The Hartford November 2003 - November 2005
Fiserv January 2001 - October 2003
Skills
Series 7, Series 63, Mutual Funds, Wealth Management, Retirement Planning, Investment Advisory, ETFs, Hedge Funds, CRM
Education
University of Pennsylvania - The Wharton School 2013 — 2013
CIMA, Finance, General
Villanova University 1998 — 2000
Business
University of Dayton 1995 — 1998
LaSalle College High School 1991 — 1995
Wells Fargo Advisors January 2014 - Present
Wells Fargo Advisors November 2010 - December 2013
Wells Fargo Advisors November 2005 - November 2010
The Hartford November 2003 - November 2005
Fiserv January 2001 - October 2003
Skills
Series 7, Series 63, Mutual Funds, Wealth Management, Retirement Planning, Investment Advisory, ETFs, Hedge Funds, CRM
Education
University of Pennsylvania - The Wharton School 2013 — 2013
CIMA, Finance, General
Villanova University 1998 — 2000
Business
University of Dayton 1995 — 1998
LaSalle College High School 1991 — 1995
Daniel Cewe Daniel Cewe's Wells Fargo Advisors Experience July 2008 - June 2010
Job Financial Consultant, Citizens Investment Services
Industry Investment Management
Experience
Citizens Investments June 2012 - Present
Merrill Lynch June 2010 - June 2012
Wells Fargo Advisors July 2008 - June 2010
C&C Insurance, Inc. August 2006 - July 2008
New York Life 2006 - 2007
Cornerstone 2004 - 2004
Education
University of Connecticut 1998 — 2003
Bachelor's, Economics
Francis T. Maloney High 1995 — 1998
Diploma, General Education
Citizens Investments June 2012 - Present
Merrill Lynch June 2010 - June 2012
Wells Fargo Advisors July 2008 - June 2010
C&C Insurance, Inc. August 2006 - July 2008
New York Life 2006 - 2007
Cornerstone 2004 - 2004
Education
University of Connecticut 1998 — 2003
Bachelor's, Economics
Francis T. Maloney High 1995 — 1998
Diploma, General Education
Shanil Desai Shanil Desai's Wells Fargo Advisors Experience June 2013 - August 2013
Job Analyst at Royal Bank of Scotland
Industry Financial Services
Experience
The Royal Bank of Scotland (RBS) July 2015 - Present
The Royal Bank of Scotland (RBS) June 2014 - August 2014
Wells Fargo Advisors June 2013 - August 2013
Otis Elevator Company June 2012 - August 2012
Skills
Investments, Financial Analysis, Portfolio Management, Finance, Time Management, Customer Service, Teamwork
Education
The University of Connecticut 2011 — 2015
Bachelor of Science in Business, Finance
The Royal Bank of Scotland (RBS) July 2015 - Present
The Royal Bank of Scotland (RBS) June 2014 - August 2014
Wells Fargo Advisors June 2013 - August 2013
Otis Elevator Company June 2012 - August 2012
Skills
Investments, Financial Analysis, Portfolio Management, Finance, Time Management, Customer Service, Teamwork
Education
The University of Connecticut 2011 — 2015
Bachelor of Science in Business, Finance
Kelly Heppe, CFP® Kelly Heppe, CFP®'s Wells Fargo Advisors Experience 2005 - 2013
Job Registered Client Relationship Associate III at Robert W. Baird
Industry Financial Services
Experience
Robert W. Baird January 2013 - Present
Wells Fargo Advisors 2005 - 2013
Education
University of Colorado Boulder
Robert W. Baird January 2013 - Present
Wells Fargo Advisors 2005 - 2013
Education
University of Colorado Boulder
Jeff Vineyard Jeff Vineyard's Wells Fargo Advisors Experience November 2009 - May 2014
Job Financial Advisor at CommunityAmerica Credit Union
Industry Financial Services
Experience
CommunityAmerica Credit Union May 2014 - Present
Wells Fargo Advisors November 2009 - May 2014
Edward Jones Investment Co May 2005 - November 2009
Skills
Financial Planning
Education
University of Central Missouri 2000 — 2005
Bachelor of Science (BS), Double Major Economics & Political Science
Liberty High School 1997 — 2000
CommunityAmerica Credit Union May 2014 - Present
Wells Fargo Advisors November 2009 - May 2014
Edward Jones Investment Co May 2005 - November 2009
Skills
Financial Planning
Education
University of Central Missouri 2000 — 2005
Bachelor of Science (BS), Double Major Economics & Political Science
Liberty High School 1997 — 2000
Brian Dobrynski's Wells Fargo Advisors Experience August 2014 - Present
Job Operational Risk Consultant
Industry Accounting
Experience
Wells Fargo Advisors August 2014 - Present
Institute of Internal Auditors - St. Louis Chapter October 2005 - Present
Wells Fargo Advisors January 2013 - August 2014
Lee Enterprises June 2007 - January 2013
RubinBrown LLP October 2004 - July 2007
Brennan Tools & Fastening March 2003 - October 2004
Skills
Internal Controls, Sarbanes-Oxley Act, Auditing, Internal Audit, Finance, GAAP, Analysis, Budgets, Financial Statements, Management, Accounts Payable, Accounts Receivable, Policy, Financial Reporting, Accounting
Education
Central Missouri State University 2001 — 2002
Master's degree, Accounting
Central Missouri State University 1997 — 2001
BSBA, Accounting
CBC High School 1993 — 1997
Wells Fargo Advisors August 2014 - Present
Institute of Internal Auditors - St. Louis Chapter October 2005 - Present
Wells Fargo Advisors January 2013 - August 2014
Lee Enterprises June 2007 - January 2013
RubinBrown LLP October 2004 - July 2007
Brennan Tools & Fastening March 2003 - October 2004
Skills
Internal Controls, Sarbanes-Oxley Act, Auditing, Internal Audit, Finance, GAAP, Analysis, Budgets, Financial Statements, Management, Accounts Payable, Accounts Receivable, Policy, Financial Reporting, Accounting
Education
Central Missouri State University 2001 — 2002
Master's degree, Accounting
Central Missouri State University 1997 — 2001
BSBA, Accounting
CBC High School 1993 — 1997
Susan Snodgrass's Wells Fargo Advisors Experience December 2014 - Present
Job Financial Advisor at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors December 2014 - Present
UBS Financial Services February 2012 - December 2014
UBS Financial Services July 2007 - March 2012
Fifth Third Bank 2005 - 2007
Skills
Customer Service, Public Speaking, Marketing Strategy, Leadership, Strategy, Marketing, Project Management, Contract Negotiation, Research
Education
University of Cincinnati
Wells Fargo Advisors December 2014 - Present
UBS Financial Services February 2012 - December 2014
UBS Financial Services July 2007 - March 2012
Fifth Third Bank 2005 - 2007
Skills
Customer Service, Public Speaking, Marketing Strategy, Leadership, Strategy, Marketing, Project Management, Contract Negotiation, Research
Education
University of Cincinnati
Ally Shuman's Wells Fargo Advisors Experience February 2012 - Present
Job Market Growth & Development Consultant with Wells Fargo Advisors
Industry Investment Management
Experience
Wells Fargo Advisors February 2012 - Present
John Hancock August 2008 - February 2012
Russell Investment Group 2000 - 2008
Skills
College Savings Plans
Education
University of Colorado Boulder
Wells Fargo Advisors February 2012 - Present
John Hancock August 2008 - February 2012
Russell Investment Group 2000 - 2008
Skills
College Savings Plans
Education
University of Colorado Boulder
Adele Newton's Wells Fargo Advisors Experience October 2007 - September 2009
Job Adele Newton CPA
Industry Financial Services
Experience
Adele Newton CPA November 2009 - Present
Wells Fargo Advisors October 2007 - September 2009
Oracle Corp, etc. July 1986 - February 2002
Skills
Ernst& Young Audit and..., Tax Preparation, Program Management, Public Speaking, Retirement Planning, IRS, Finance, Customer Service, Estate Planning, Financial Planning, Investments, Tax Returns, Wealth Management, Investment Advisory, Nonprofits, Microsoft Office, Investment Strategies
Education
University of Connecticut
B.A., Political Science
University of Hartford
M.S.P.A., Accounting
Adele Newton CPA November 2009 - Present
Wells Fargo Advisors October 2007 - September 2009
Oracle Corp, etc. July 1986 - February 2002
Skills
Ernst& Young Audit and..., Tax Preparation, Program Management, Public Speaking, Retirement Planning, IRS, Finance, Customer Service, Estate Planning, Financial Planning, Investments, Tax Returns, Wealth Management, Investment Advisory, Nonprofits, Microsoft Office, Investment Strategies
Education
University of Connecticut
B.A., Political Science
University of Hartford
M.S.P.A., Accounting
Annie Carroll's Wells Fargo Advisors Experience August 2007 - February 2012
Job Client Associate Special Projects at Larkspur Financial Advisors
Industry Financial Services
Experience
Larkspur Financial Advisors February 2015 - Present
Parker's Crazy Cookies LLC August 2014 - Present
PENSCO Trust Company February 2013 - November 2013
Forward Investing February 2012 - November 2012
Wells Fargo Advisors August 2007 - February 2012
Wells Fargo March 2005 - July 2007
Plumtree Software September 2003 - January 2005
Intraware September 2001 - August 2003
Intraware November 2000 - September 2001
Intraware March 2000 - November 2000
Skills
Credit, Series 63, Alternative Investments, Asset Allocation, Financial Services, Wealth Management, Business Development, Series 7, Mutual Funds, Investments, Retirement Planning, Portfolio Management, Salesforce.com, Asset Managment, Series 66
Education
University of Colorado at Boulder 1995 — 1999
Bachelor of Arts (B.A.), Pre Law/ Political Science
The college preparatory school 1990 — 1995
Glorietta
Orinda Intermediate School
Larkspur Financial Advisors February 2015 - Present
Parker's Crazy Cookies LLC August 2014 - Present
PENSCO Trust Company February 2013 - November 2013
Forward Investing February 2012 - November 2012
Wells Fargo Advisors August 2007 - February 2012
Wells Fargo March 2005 - July 2007
Plumtree Software September 2003 - January 2005
Intraware September 2001 - August 2003
Intraware November 2000 - September 2001
Intraware March 2000 - November 2000
Skills
Credit, Series 63, Alternative Investments, Asset Allocation, Financial Services, Wealth Management, Business Development, Series 7, Mutual Funds, Investments, Retirement Planning, Portfolio Management, Salesforce.com, Asset Managment, Series 66
Education
University of Colorado at Boulder 1995 — 1999
Bachelor of Arts (B.A.), Pre Law/ Political Science
The college preparatory school 1990 — 1995
Glorietta
Orinda Intermediate School
Anna Retsema's Wells Fargo Advisors Experience March 2014 - Present
Job WFA Regional Supervisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors March 2014 - Present
Wells Fargo Advisors January 2009 - March 2014
Wachovia Securities July 2007 - December 2008
Wachovia Securities June 2005 - July 2007
RBC Dain Rauscher April 2004 - May 2005
Wells Fargo Investments May 2001 - March 2004
Ameriprise Financial Advisors November 1996 - May 2001
IBM Global Services June 1996 - November 1996
Skills
Series 9, Series 10, Series 7, Series 63, Investments, Securities, Brokerage, Financial Services, Banking
Education
The University of Connecticut 1988 — 1993
Bachelor's, Political Science
Wells Fargo Advisors March 2014 - Present
Wells Fargo Advisors January 2009 - March 2014
Wachovia Securities July 2007 - December 2008
Wachovia Securities June 2005 - July 2007
RBC Dain Rauscher April 2004 - May 2005
Wells Fargo Investments May 2001 - March 2004
Ameriprise Financial Advisors November 1996 - May 2001
IBM Global Services June 1996 - November 1996
Skills
Series 9, Series 10, Series 7, Series 63, Investments, Securities, Brokerage, Financial Services, Banking
Education
The University of Connecticut 1988 — 1993
Bachelor's, Political Science
Linda M. (CE, MBA)'s Wells Fargo Advisors Experience
Job Private Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Advisors
Skills
Strategic Planning, Project Management, Financial Analysis, Process Improvement, Marketing Strategy, Budgets, Marketing, Business Development, Social Media
Education
University of Florida - Warrington College Of Business 2006 — 2008
Master of Business Administration (MBA)
University of Connecticut
Bachelor of Science, Civil Engineering
Wells Fargo Advisors
Skills
Strategic Planning, Project Management, Financial Analysis, Process Improvement, Marketing Strategy, Budgets, Marketing, Business Development, Social Media
Education
University of Florida - Warrington College Of Business 2006 — 2008
Master of Business Administration (MBA)
University of Connecticut
Bachelor of Science, Civil Engineering
Carrie Anderson's Wells Fargo Advisors Experience October 2013 - Present
Job Regional Private Banker at Wells Fargo
Industry Banking
Experience
Wells Fargo March 2015 - Present
Wells Fargo Advisors October 2013 - Present
Wells Fargo June 2012 - October 2013
Skills
NMLS Licensed, Notary Public, Licensed Life Insurance..., Series 6, Series 63, Series 7, Small Business Lending, Consumer Lending
Education
University of California, Santa Barbara 1991 — 1995
Communications, Consumer Economics
Santa Margarita Catholic High School 1987 — 1991
Wells Fargo March 2015 - Present
Wells Fargo Advisors October 2013 - Present
Wells Fargo June 2012 - October 2013
Skills
NMLS Licensed, Notary Public, Licensed Life Insurance..., Series 6, Series 63, Series 7, Small Business Lending, Consumer Lending
Education
University of California, Santa Barbara 1991 — 1995
Communications, Consumer Economics
Santa Margarita Catholic High School 1987 — 1991
Tim Poyer's Wells Fargo Advisors Experience January 2004 - November 2009
Job Credit Risk Officer at Barclays Wealth & Investment Management
Industry Financial Services
Experience
Barclays Wealth & Investment Management Americas August 2010 - Present
Deutsche Bank Asset Management April 2010 - August 2010
Wells Fargo Advisors January 2004 - November 2009
Morgan Stanley June 2000 - January 2004
Skills
Financial Services, Fixed Income, Equities, Financial Analysis, Risk Management, Securities, Asset Management, Investments, Microsoft Office, Finance, Credit, Management, Investment Banking, Financial Risk, Credit Risk, Portfolio Management, Relationship Management, Loans
Education
University of Central Florida 1996 — 2000
BACHELOR OF SCIENCE, BUSINESS ADMINISTRATION; Finance
Barclays Wealth & Investment Management Americas August 2010 - Present
Deutsche Bank Asset Management April 2010 - August 2010
Wells Fargo Advisors January 2004 - November 2009
Morgan Stanley June 2000 - January 2004
Skills
Financial Services, Fixed Income, Equities, Financial Analysis, Risk Management, Securities, Asset Management, Investments, Microsoft Office, Finance, Credit, Management, Investment Banking, Financial Risk, Credit Risk, Portfolio Management, Relationship Management, Loans
Education
University of Central Florida 1996 — 2000
BACHELOR OF SCIENCE, BUSINESS ADMINISTRATION; Finance
Jeffrey Munzer's Wells Fargo Advisors Experience May 2009 - August 2009
Job University of Colorado at Boulder
Industry Real Estate
Experience
Mintline Inc September 2013 - Present
Pettigrew Construction July 2010 - September 2013
Wells Fargo Advisors May 2009 - August 2009
Skills
Management, Portfolio Management
Education
University of Colorado Boulder 2006 — 2010
Bachelor's degree, Economics
Mintline Inc September 2013 - Present
Pettigrew Construction July 2010 - September 2013
Wells Fargo Advisors May 2009 - August 2009
Skills
Management, Portfolio Management
Education
University of Colorado Boulder 2006 — 2010
Bachelor's degree, Economics
Andrew Pickering's Wells Fargo Advisors Experience January 2007 - July 2010
Job Regional Vice President at Jackson National Life Distributors LLC
Industry Financial Services
Experience
Jackson National Life Distributors LLC December 2013 - Present
Curian Capital March 2013 - December 2013
Jackson National Life Distributors LLC September 2012 - December 2013
at Jackson National Life Distributors LLC July 2011 - September 2012
Jackson National Life Distributors LLC July 2010 - July 2011
Wells Fargo Advisors January 2007 - July 2010
Skills
Mutual Funds, Alternative Investments, Asset Allocation, Retirement Planning, Capital Markets, Investment Advisory..., Series 63, Leadership
Education
University of Colorado Boulder - Leeds School of Business 2004 — 2006
Bachelor's, Finance, Marketing
Institute of Business and Finance
CFS Designation
Jackson National Life Distributors LLC December 2013 - Present
Curian Capital March 2013 - December 2013
Jackson National Life Distributors LLC September 2012 - December 2013
at Jackson National Life Distributors LLC July 2011 - September 2012
Jackson National Life Distributors LLC July 2010 - July 2011
Wells Fargo Advisors January 2007 - July 2010
Skills
Mutual Funds, Alternative Investments, Asset Allocation, Retirement Planning, Capital Markets, Investment Advisory..., Series 63, Leadership
Education
University of Colorado Boulder - Leeds School of Business 2004 — 2006
Bachelor's, Finance, Marketing
Institute of Business and Finance
CFS Designation
Matthew Kerchner's Wells Fargo Advisors Experience September 2011 - December 2011
Job CRE Analyst at BofI Federal Bank
Industry Real Estate
Experience
BofI Federal Bank May 2015 - Present
BofI Federal Bank June 2014 - Present
George Smith Partners May 2014 - June 2014
AMBK Investments LLC July 2012 - March 2014
Upside Investments January 2012 - August 2012
Wells Fargo Advisors September 2011 - December 2011
RWM Commercial January 2011 - November 2011
Residential Wholesale Mortgage, Inc. January 2010 - August 2010
Marcus & Millichap May 2009 - September 2009
Skills
Real Estate, Investment Properties, Loans, Mortgage Lending, Due Diligence, Real Estate Economics, Financial Modeling, Microsoft Office, Valuation, Microsoft Excel, QuickBooks, Accruals, Argus Modeling, micro, Finance, Investments
Education
University of California, San Diego 2007 — 2011
BA, Economics, History, Accounting
CFA Program
Passed Level I of the CFA Program
BofI Federal Bank May 2015 - Present
BofI Federal Bank June 2014 - Present
George Smith Partners May 2014 - June 2014
AMBK Investments LLC July 2012 - March 2014
Upside Investments January 2012 - August 2012
Wells Fargo Advisors September 2011 - December 2011
RWM Commercial January 2011 - November 2011
Residential Wholesale Mortgage, Inc. January 2010 - August 2010
Marcus & Millichap May 2009 - September 2009
Skills
Real Estate, Investment Properties, Loans, Mortgage Lending, Due Diligence, Real Estate Economics, Financial Modeling, Microsoft Office, Valuation, Microsoft Excel, QuickBooks, Accruals, Argus Modeling, micro, Finance, Investments
Education
University of California, San Diego 2007 — 2011
BA, Economics, History, Accounting
CFA Program
Passed Level I of the CFA Program
James Mayorkas's Wells Fargo Advisors Experience January 2008 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 2008 - Present
A.G. Edwards & Sons, Inc. January 2002 - January 2008
Skills
Series 7, Valuation, Finance, Investments, Series 63, Retirement Planning, Real Estate, Investment Properties, Strategic Planning, Strategy, Wealth Management
Education
University of California, Los Angeles
B.A., Political Science
Wells Fargo Advisors January 2008 - Present
A.G. Edwards & Sons, Inc. January 2002 - January 2008
Skills
Series 7, Valuation, Finance, Investments, Series 63, Retirement Planning, Real Estate, Investment Properties, Strategic Planning, Strategy, Wealth Management
Education
University of California, Los Angeles
B.A., Political Science
Danny Wexler's Wells Fargo Advisors Experience August 2012 - December 2012
Job VP, Private Client Advisor at Citizens Trust
Industry
Experience
Citizens Trust December 2012 - Present
Wells Fargo Advisors August 2012 - December 2012
Qunilivan Wexler, LLP August 1997 - August 2010
Skills
Public Speaking, Strategic Planning, Customer Service, Team Building, Event Planning, Project Management, Sales Management, Strategic Financial..., Nonprofits, New Business Development, Management, Risk Management, Teaching, IP, Windows, Research, Insurance, Securities, Financial Analysis, Financial Planning, Estate Planning, Commercial Lending, Banking
Education
University of Southern California 1986 — 1989
Juris Doctorate, Law
State University of New York at Stony Brook 1981 — 1985
Bachelor of Arts (B.A.), Political Science
Citizens Trust December 2012 - Present
Wells Fargo Advisors August 2012 - December 2012
Qunilivan Wexler, LLP August 1997 - August 2010
Skills
Public Speaking, Strategic Planning, Customer Service, Team Building, Event Planning, Project Management, Sales Management, Strategic Financial..., Nonprofits, New Business Development, Management, Risk Management, Teaching, IP, Windows, Research, Insurance, Securities, Financial Analysis, Financial Planning, Estate Planning, Commercial Lending, Banking
Education
University of Southern California 1986 — 1989
Juris Doctorate, Law
State University of New York at Stony Brook 1981 — 1985
Bachelor of Arts (B.A.), Political Science
Jenniffer Andrew's Wells Fargo Advisors Experience April 2015 - Present
Job Senior Client Associate at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors April 2015 - Present
Merrill Lynch May 2013 - March 2015
Bel Air Investment Advisors January 2007 - May 2013
Crowell, Weedon & Co. December 2003 - January 2007
Smith Barney December 2001 - December 2003
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Outlook, Microsoft Office, Research, Customer Service, Photoshop, Editing, English, Windows, Budgets
Education
University of California, Santa Barbara 1996 — 2001
BUS/ECON
Wells Fargo Advisors April 2015 - Present
Merrill Lynch May 2013 - March 2015
Bel Air Investment Advisors January 2007 - May 2013
Crowell, Weedon & Co. December 2003 - January 2007
Smith Barney December 2001 - December 2003
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Outlook, Microsoft Office, Research, Customer Service, Photoshop, Editing, English, Windows, Budgets
Education
University of California, Santa Barbara 1996 — 2001
BUS/ECON
Maryalice Schaub's Wells Fargo Advisors Experience April 2010 - July 2011
Job Business Analyst at Department of Virginia State Police
Industry Information Technology and Services
Experience
Department of Virginia State Police June 2015 - Present
Fusion.com October 2014 - June 2015
SunTrust Investment Services, Inc. August 2013 - October 2014
American International Biotechnology Services September 2012 - July 2013
Argo Group International Holdings, Ltd. April 2012 - August 2012
Allianz Global Assistance July 2011 - February 2012
Wells Fargo Advisors April 2010 - July 2011
Markel Corporation June 2009 - April 2010
Virginia Farm Bureau November 2006 - June 2009
Anthem June 2003 - November 2006
Skills
Business Analysis, Requirements Gathering, Project Management, Requirements Analysis, SDLC, Visio, User Acceptance Testing, SharePoint, Business Process..., MS Project, Process Improvement, Customer Service, Microsoft SQL Server, System Testing, Information Technology, Microsoft Excel, SnagIt, PowerPoint, Test Cases, Consulting, Microsoft Word, Property & Casualty..., Quality Center, Microsoft Office, Outlook, Visual Basic, Functional Requirements, Health Insurance, Agile & Waterfall..., Public Speaking, Marketing Strategy, Use Case Analysis and..., Information Technology..., Test Director, Communication, Business Modeling, Online Publishing, Social Media Marketing, Evidence-based...
Education
Learning Tree International 2007 — 2008
Certificate, Business Analysis
University of Colorado Denver 2002 — 2003
Certificate, Business Analysis
University of North Carolina at Greensboro 1999 — 2000
Pre-Master's, IT Management
Monacan High School
University of North Carolina at Greensboro
Bachelor’s Degree, Communication and Theater, Teacher Certification
Department of Virginia State Police June 2015 - Present
Fusion.com October 2014 - June 2015
SunTrust Investment Services, Inc. August 2013 - October 2014
American International Biotechnology Services September 2012 - July 2013
Argo Group International Holdings, Ltd. April 2012 - August 2012
Allianz Global Assistance July 2011 - February 2012
Wells Fargo Advisors April 2010 - July 2011
Markel Corporation June 2009 - April 2010
Virginia Farm Bureau November 2006 - June 2009
Anthem June 2003 - November 2006
Skills
Business Analysis, Requirements Gathering, Project Management, Requirements Analysis, SDLC, Visio, User Acceptance Testing, SharePoint, Business Process..., MS Project, Process Improvement, Customer Service, Microsoft SQL Server, System Testing, Information Technology, Microsoft Excel, SnagIt, PowerPoint, Test Cases, Consulting, Microsoft Word, Property & Casualty..., Quality Center, Microsoft Office, Outlook, Visual Basic, Functional Requirements, Health Insurance, Agile & Waterfall..., Public Speaking, Marketing Strategy, Use Case Analysis and..., Information Technology..., Test Director, Communication, Business Modeling, Online Publishing, Social Media Marketing, Evidence-based...
Education
Learning Tree International 2007 — 2008
Certificate, Business Analysis
University of Colorado Denver 2002 — 2003
Certificate, Business Analysis
University of North Carolina at Greensboro 1999 — 2000
Pre-Master's, IT Management
Monacan High School
University of North Carolina at Greensboro
Bachelor’s Degree, Communication and Theater, Teacher Certification
JD Wright's Wells Fargo Advisors Experience 2007 - January 2012
Job Brokerage Principal at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial 2015 - Present
Thrivent Financial for Lutherans January 2012 - Present
Wells Fargo Advisors 2007 - January 2012
Skills
Series 7, Series 63, Financial Advisory, Financial Services, Fixed Income, Investments, Mutual Funds, Securities, Trading, Banking
Education
University of Colorado at Boulder - Leeds School of Business 1999 — 2003
Business Administration, Finance
Thrivent Financial 2015 - Present
Thrivent Financial for Lutherans January 2012 - Present
Wells Fargo Advisors 2007 - January 2012
Skills
Series 7, Series 63, Financial Advisory, Financial Services, Fixed Income, Investments, Mutual Funds, Securities, Trading, Banking
Education
University of Colorado at Boulder - Leeds School of Business 1999 — 2003
Business Administration, Finance
Kevin Richard, CFP®'s Wells Fargo Advisors Experience 2005 - Present
Job Associate Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors 2005 - Present
Skills
Investments, Insurance, Retirement Planning, Financial Advisory, Mutual Funds, Finance, Retirement
Education
University of California, Santa Barbara
Bachelor of Science, Mechanical Engineering
Wells Fargo Advisors 2005 - Present
Skills
Investments, Insurance, Retirement Planning, Financial Advisory, Mutual Funds, Finance, Retirement
Education
University of California, Santa Barbara
Bachelor of Science, Mechanical Engineering
Cody Black's Wells Fargo Advisors Experience June 2008 - August 2008
Job Manager, Quant Research & Trading at Coastal Management
Industry Financial Services
Experience
Coastal Management September 2013 - Present
Coastal Management January 2013 - August 2013
Topwater Capital June 2012 - September 2012
Merrill Lynch June 2010 - July 2011
Phoenix Advisors June 2009 - August 2009
Wells Fargo Advisors June 2008 - August 2008
Wells Fargo Advisors June 2007 - August 2007
Skills
Statistical Computing, R, Matlab, LaTeX, Microsoft Office, Excel, Equity Derivatives, Time Series Analysis, Credit Derivatives, Financial Modeling, Risk Management, Market Risk, Liquidity Risk, VBA, Statistical Modeling, Statistical Software, Multivariate Statistics, Financial Analysis, Derivatives, Bloomberg, Financial Risk, VAR, Quantitative Finance, Portfolio Management, Microsoft Excel, Hedging, Equities, Hedge Funds, Trading, Portfolio Optimization, Fixed Income
Education
University of Washington 2011 — 2012
Master of Science (MS), Computational Finance, 3.7
University of Colorado at Boulder 2005 — 2009
Bachelor's degree, Economics, 3.9
Coastal Management September 2013 - Present
Coastal Management January 2013 - August 2013
Topwater Capital June 2012 - September 2012
Merrill Lynch June 2010 - July 2011
Phoenix Advisors June 2009 - August 2009
Wells Fargo Advisors June 2008 - August 2008
Wells Fargo Advisors June 2007 - August 2007
Skills
Statistical Computing, R, Matlab, LaTeX, Microsoft Office, Excel, Equity Derivatives, Time Series Analysis, Credit Derivatives, Financial Modeling, Risk Management, Market Risk, Liquidity Risk, VBA, Statistical Modeling, Statistical Software, Multivariate Statistics, Financial Analysis, Derivatives, Bloomberg, Financial Risk, VAR, Quantitative Finance, Portfolio Management, Microsoft Excel, Hedging, Equities, Hedge Funds, Trading, Portfolio Optimization, Fixed Income
Education
University of Washington 2011 — 2012
Master of Science (MS), Computational Finance, 3.7
University of Colorado at Boulder 2005 — 2009
Bachelor's degree, Economics, 3.9
Jason Norrish's Wells Fargo Advisors Experience June 2013 - Present
Job Regional Support Center Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors June 2013 - Present
Wells Fargo Advisors January 2013 - June 2013
Wells Fargo Advisors June 2011 - January 2013
Merrill Lynch May 2007 - November 2010
Morgan Stanley Smith Barney March 1997 - May 2007
Education
University of California, Santa Barbara 1993 — 1995
BS, Psychology
Wells Fargo Advisors June 2013 - Present
Wells Fargo Advisors January 2013 - June 2013
Wells Fargo Advisors June 2011 - January 2013
Merrill Lynch May 2007 - November 2010
Morgan Stanley Smith Barney March 1997 - May 2007
Education
University of California, Santa Barbara 1993 — 1995
BS, Psychology
Amit Bhushan's Wells Fargo Advisors Experience June 2014 - August 2014
Job Talent Acquisition Specialist
Industry Financial Services
Experience
Strategies for Wealth September 2015 - Present
College Works Painting February 2015 - September 2015
James Alpha Management July 2015 - August 2015
Wells Fargo Advisors June 2014 - August 2014
Inditex - Zara May 2011 - May 2013
Skills
Microsoft Excel, Marketing Strategy, Customer Service, Microsoft Office, Public Speaking, Microsoft Word, PowerPoint, Teamwork, Time Management, Research, Social Media, Leadership, Event Planning, Finance, Sales, Social Networking, Management, Facebook, Communication, Data Analysis, Marketing, Strategic Planning
Education
University of Connecticut 2011 — 2016
Bachelor's degree, Economics
G.D. Goenka World School 2009 — 2011
International Baccalaureate
Strategies for Wealth September 2015 - Present
College Works Painting February 2015 - September 2015
James Alpha Management July 2015 - August 2015
Wells Fargo Advisors June 2014 - August 2014
Inditex - Zara May 2011 - May 2013
Skills
Microsoft Excel, Marketing Strategy, Customer Service, Microsoft Office, Public Speaking, Microsoft Word, PowerPoint, Teamwork, Time Management, Research, Social Media, Leadership, Event Planning, Finance, Sales, Social Networking, Management, Facebook, Communication, Data Analysis, Marketing, Strategic Planning
Education
University of Connecticut 2011 — 2016
Bachelor's degree, Economics
G.D. Goenka World School 2009 — 2011
International Baccalaureate
Aric Goodman's Wells Fargo Advisors Experience August 2013 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors August 2013 - Present
Morgan Stanley Wealth Management May 2011 - August 2013
Colorado Ice Professional Indoor Football January 2012 - May 2013
Four Winds Interactive January 2011 - May 2011
Education
University of Colorado Boulder - Leeds School of Business 2007 — 2010
Bachelor of Business Administration (B.B.A.), Operations and Information Management
Wells Fargo Advisors August 2013 - Present
Morgan Stanley Wealth Management May 2011 - August 2013
Colorado Ice Professional Indoor Football January 2012 - May 2013
Four Winds Interactive January 2011 - May 2011
Education
University of Colorado Boulder - Leeds School of Business 2007 — 2010
Bachelor of Business Administration (B.B.A.), Operations and Information Management
Mitchell Orapello's Wells Fargo Advisors Experience August 2012 - May 2014
Job Commercial Banker
Industry Financial Services
Experience
Florida Community Bank May 2014 - Present
Wells Fargo Advisors August 2012 - May 2014
Morgan Stanley August 2011 - August 2012
Pelican Sales August 2010 - August 2011
SunTrust Bank January 2008 - September 2010
Bank of America December 2005 - December 2007
Skills
Finance, Investments, Management, Banking, Portfolio Management, Loans, Team Building, Financial Analysis, Credit, Financial Services, Commercial Banking, Credit Analysis, Small Business, Relationship Management, Risk Management, Loan Origination, Commercial Lending, Retail Banking, Strategic Planning
Education
University of Central Florida
Florida Community Bank May 2014 - Present
Wells Fargo Advisors August 2012 - May 2014
Morgan Stanley August 2011 - August 2012
Pelican Sales August 2010 - August 2011
SunTrust Bank January 2008 - September 2010
Bank of America December 2005 - December 2007
Skills
Finance, Investments, Management, Banking, Portfolio Management, Loans, Team Building, Financial Analysis, Credit, Financial Services, Commercial Banking, Credit Analysis, Small Business, Relationship Management, Risk Management, Loan Origination, Commercial Lending, Retail Banking, Strategic Planning
Education
University of Central Florida
Erin Marx's Wells Fargo Advisors Experience May 2010 - Present
Job Accountant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors May 2010 - Present
State Street Bank May 2005 - May 2010
Skills
Accounting, Financial Reporting, Auditing
Education
Central Missouri State University
Wells Fargo Advisors May 2010 - Present
State Street Bank May 2005 - May 2010
Skills
Accounting, Financial Reporting, Auditing
Education
Central Missouri State University
Kimberly Ellis's Wells Fargo Advisors Experience June 2011 - December 2011
Job
Industry Higher Education
Experience
Beacon Hill Consultant at Express Scripts September 2012 - Present
Washington University in St. Louis December 2011 - June 2012
Wells Fargo Advisors June 2011 - December 2011
Savvis June 1999 - March 2011
Brown Shoe Company 1996 - 1999
Skills
Project Management, Visio, SharePoint, Program Management, Vendor Management, SDLC, Project Planning, MS Project, Business Analysis, Data Analysis, Information Technology, PowerPoint, Process Improvement, Requirements Gathering, Project Coordination, Access, SharePoint Administrator, IT Resource Management, Budget Forecasts, SQL, Microsoft Office, Microsoft Excel, Microsoft Project
Education
Central Missouri State University 1990 — 1995
Bachelor of Science
Beacon Hill Consultant at Express Scripts September 2012 - Present
Washington University in St. Louis December 2011 - June 2012
Wells Fargo Advisors June 2011 - December 2011
Savvis June 1999 - March 2011
Brown Shoe Company 1996 - 1999
Skills
Project Management, Visio, SharePoint, Program Management, Vendor Management, SDLC, Project Planning, MS Project, Business Analysis, Data Analysis, Information Technology, PowerPoint, Process Improvement, Requirements Gathering, Project Coordination, Access, SharePoint Administrator, IT Resource Management, Budget Forecasts, SQL, Microsoft Office, Microsoft Excel, Microsoft Project
Education
Central Missouri State University 1990 — 1995
Bachelor of Science
Laura Yu's Wells Fargo Advisors Experience July 2010 - October 2010
Job Financial Analyst at DIRECTV
Industry Banking
Experience
DIRECTV January 2013 - Present
Bank of America January 2011 - December 2012
Wells Fargo Advisors July 2010 - October 2010
Steal Street September 2009 - January 2010
Skills
Microsoft Excel, Microsoft Word, Microsoft SQL Server, Access, Accounts Payable, Accounts Receivable, Analysis, Data Entry, Customer Service, Auditing, Visio, Management, MS Project, Finance, System Administration, Outlook
Education
University of California, Riverside 2006 — 2010
Bachelor of Science (BS), Business Administration
DIRECTV January 2013 - Present
Bank of America January 2011 - December 2012
Wells Fargo Advisors July 2010 - October 2010
Steal Street September 2009 - January 2010
Skills
Microsoft Excel, Microsoft Word, Microsoft SQL Server, Access, Accounts Payable, Accounts Receivable, Analysis, Data Entry, Customer Service, Auditing, Visio, Management, MS Project, Finance, System Administration, Outlook
Education
University of California, Riverside 2006 — 2010
Bachelor of Science (BS), Business Administration
Daniel Botyos's Wells Fargo Advisors Experience April 2010 - June 2014
Job Private Financial Advisor Helping Clients Achieve Their Financial Goals
Industry Financial Services
Experience
Wells Fargo Advisors April 2010 - June 2014
Bank of America (Merrill Lynch) November 2005 - April 2010
Olde Investment Services May 1995 - November 2005
Education
University of Central Florida 1990 — 1994
Bachelor's degree, Finance
Wells Fargo Advisors April 2010 - June 2014
Bank of America (Merrill Lynch) November 2005 - April 2010
Olde Investment Services May 1995 - November 2005
Education
University of Central Florida 1990 — 1994
Bachelor's degree, Finance
Michael Reisman's Wells Fargo Advisors Experience January 2008 - Present
Job Associate Trader at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2008 - Present
Wells Fargo Advisors 2004 - 2013
Wells Fargo Advisors 2004 - 2013
NDB Capital Markets April 1998 - June 2002
Hambrecht & Quist April 1997 - March 1998
Skills
FINRA reporting rules, Bloomberg Terminal, Microsoft Excel, Beta, Market Axess, Trading, Business Analysis, Quantitative Analytics, Data Analysis, Emerging Markets
Education
Washington University in St. Louis - Olin Business School 2008 — 2011
MBA
University of California, Riverside 1989 — 1993
Bachelor of Science (BS), Economics
Wells Fargo Advisors January 2008 - Present
Wells Fargo Advisors 2004 - 2013
Wells Fargo Advisors 2004 - 2013
NDB Capital Markets April 1998 - June 2002
Hambrecht & Quist April 1997 - March 1998
Skills
FINRA reporting rules, Bloomberg Terminal, Microsoft Excel, Beta, Market Axess, Trading, Business Analysis, Quantitative Analytics, Data Analysis, Emerging Markets
Education
Washington University in St. Louis - Olin Business School 2008 — 2011
MBA
University of California, Riverside 1989 — 1993
Bachelor of Science (BS), Economics
Jesse Gan's Wells Fargo Advisors Experience May 2007 - August 2011
Job Assistant Sales Manager
Industry Consumer Electronics
Experience
AT&T August 2013 - Present
Northwestern Mutual November 2012 - August 2013
Wells Fargo Advisors May 2007 - August 2011
Education
University of California, Riverside 2001 — 2005
Merrill F West High
AT&T August 2013 - Present
Northwestern Mutual November 2012 - August 2013
Wells Fargo Advisors May 2007 - August 2011
Education
University of California, Riverside 2001 — 2005
Merrill F West High
Lisa C. Maxwell's Wells Fargo Advisors Experience October 2007 - June 2010
Job Investment Sales Associate at BB&T Investments
Industry Financial Services
Experience
BB&T Investments Services, Inc. April 2014 - Present
Stewart-Marchman-Act Behavioral Healthcare November 2012 - April 2014
Raymond James Financial Inc. June 2010 - April 2014
Florida Hospital Flagler January 2012 - November 2012
Wells Fargo Advisors October 2007 - June 2010
A.G. Edwards & Sons, Inc. January 2000 - October 2007
UBS June 1993 - December 1999
Skills
Financial Services, FINRA, Series 7, Series 63, Marketing, Business, Teamwork, Customer Service, Event Planning, Compliance, Sales Operations, Microsoft Word, Microsoft Excel, PowerPoint, Strategic Planning, Registered Nursing, Cpr Certified, 2-15 FL Life, Healh, &..., Series 66
Education
University of Central Florida 1988 — 1993
Bachelor's Degree, Psychology
Daytona State College 2010 — 2011
Associate's Degree, Nursing Science, with Honors
BB&T Investments Services, Inc. April 2014 - Present
Stewart-Marchman-Act Behavioral Healthcare November 2012 - April 2014
Raymond James Financial Inc. June 2010 - April 2014
Florida Hospital Flagler January 2012 - November 2012
Wells Fargo Advisors October 2007 - June 2010
A.G. Edwards & Sons, Inc. January 2000 - October 2007
UBS June 1993 - December 1999
Skills
Financial Services, FINRA, Series 7, Series 63, Marketing, Business, Teamwork, Customer Service, Event Planning, Compliance, Sales Operations, Microsoft Word, Microsoft Excel, PowerPoint, Strategic Planning, Registered Nursing, Cpr Certified, 2-15 FL Life, Healh, &..., Series 66
Education
University of Central Florida 1988 — 1993
Bachelor's Degree, Psychology
Daytona State College 2010 — 2011
Associate's Degree, Nursing Science, with Honors
Ben Chun's Wells Fargo Advisors Experience November 2006 - May 2007
Job AR at Urban Floor
Industry Accounting
Experience
Urban Floor January 2015 - Present
Urban Floor July 2014 - January 2015
Affinity Development Group March 2012 - April 2013
State Farm July 2007 - April 2011
Wells Fargo Advisors November 2006 - May 2007
Skills
Customer Service, Communication Skills, Patience, Work in A Fast Paced..., Multitasking Skills, Creativity, Positive Team Player, Problem Solving, Cpr Certified
Education
University of California, San Diego 2000 — 2004
Bachelor of Science (BS), Management Science
Urban Floor January 2015 - Present
Urban Floor July 2014 - January 2015
Affinity Development Group March 2012 - April 2013
State Farm July 2007 - April 2011
Wells Fargo Advisors November 2006 - May 2007
Skills
Customer Service, Communication Skills, Patience, Work in A Fast Paced..., Multitasking Skills, Creativity, Positive Team Player, Problem Solving, Cpr Certified
Education
University of California, San Diego 2000 — 2004
Bachelor of Science (BS), Management Science
David Trumble's Wells Fargo Advisors Experience 1984 - Present
Job Senior Vice President Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors 1984 - Present
Skills
Series 7, Wealth Management, Retirement Planning, Series 63, Asset Allocation, Investment Advisory, Mutual Funds, Securities, Uniform Combined State..., Retirement, Investments, Investment Strategies
Education
University of Colorado Boulder 1976 — 1980
Bachelor of Arts (B.A.), German Studies
Wells Fargo Advisors 1984 - Present
Skills
Series 7, Wealth Management, Retirement Planning, Series 63, Asset Allocation, Investment Advisory, Mutual Funds, Securities, Uniform Combined State..., Retirement, Investments, Investment Strategies
Education
University of Colorado Boulder 1976 — 1980
Bachelor of Arts (B.A.), German Studies
Scott Tansley's Wells Fargo Advisors Experience October 2006 - Present
Job
Industry
Experience
Wells Fargo Advisors October 2006 - Present
Education
University of Connecticut 2000 — 2005
Bachelor's degree, Business Administration and Management, General
Wells Fargo Advisors October 2006 - Present
Education
University of Connecticut 2000 — 2005
Bachelor's degree, Business Administration and Management, General
Starwood Hotels & Resorts Worldwide, Inc.
Wells Fargo Advisors, LLC
Raytheon Missile Systems
Starwood Hotels & Resorts
Wachovia Securities, LLC
Carestream Health
Pershing
NEC Corporation of America