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
Chris Soule Chris Soule's Wells Fargo Advisors Experience 2015 - Present
Job Internship at Wells Fargo Advisors
Industry Investment Banking
Experience
Wells Fargo Advisors 2015 - Present
BlueStreak Sports Training May 2014 - August 2014
Education
Bentley University 2013 — 2017
Economics-Finance
Wells Fargo Advisors 2015 - Present
BlueStreak Sports Training May 2014 - August 2014
Education
Bentley University 2013 — 2017
Economics-Finance
Emilio Kelly Emilio Kelly's Wells Fargo Advisors Experience June 2013 - November 2013
Job Marketing Communication Specialist
Industry Marketing and Advertising
Experience
Google June 2014 - Present
Georgia State University November 2013 - May 2014
Wells Fargo Advisors June 2013 - November 2013
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing
Education
University of Phoenix 2012 — 2014
Master of Business Administration (MBA), Public Administration
Benedict College 2008 — 2012
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Google June 2014 - Present
Georgia State University November 2013 - May 2014
Wells Fargo Advisors June 2013 - November 2013
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing
Education
University of Phoenix 2012 — 2014
Master of Business Administration (MBA), Public Administration
Benedict College 2008 — 2012
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Edward Worrell Edward Worrell's Wells Fargo Advisors Experience I believe that serving the needs of others is a privilege and I greet each opportunity with enthusiasm and gratitude. I strive for excellence in every interaction and view each one as a chance to surpass expectations. I am committed to the highest standards of personal character and integrity.$
Job Managing DirectorInvestments/ Branch Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors I believe that serving the needs of others is a privilege and I greet each opportunity with enthusiasm and gratitude. I strive for excellence in every interaction and view each one as a chance to surpass expectations. I am committed to the highest standards of personal character and integrity.$
Skills
Retirement Planning, Finance, Leadership, Small Business, Portfolio Management, Insurance, Valuation, Negotiation, Public Speaking, Branch Management, Customer Service, Strategic Planning, Team Building
Education
Belmont University
Bachelor of Business Administration (B.B.A.), Accounting
Wells Fargo Advisors I believe that serving the needs of others is a privilege and I greet each opportunity with enthusiasm and gratitude. I strive for excellence in every interaction and view each one as a chance to surpass expectations. I am committed to the highest standards of personal character and integrity.$
Skills
Retirement Planning, Finance, Leadership, Small Business, Portfolio Management, Insurance, Valuation, Negotiation, Public Speaking, Branch Management, Customer Service, Strategic Planning, Team Building
Education
Belmont University
Bachelor of Business Administration (B.B.A.), Accounting
Dustin Michaelson Dustin Michaelson's Wells Fargo Advisors Experience January 2013 - July 2015
Job Licensed Banker at Wells Fargo 5th and Bannock
Industry Financial Services
Experience
Wells Fargo July 2015 - Present
Wells Fargo Advisors January 2013 - July 2015
2 Lazy T December 2010 - June 2012
AFLAC September 2009 - January 2011
Skills
Financial Analysis, Financial Services, Analysis, Excel, Access, Customer Service, Insurance, Team Building, Word, PowerPoint, Microsoft Excel, Investments, Term Life Insurance, Options, Firm Valuation, Investment Strategies, 401k Rollovers, Asset Allocation, Business-Owner Planning, Deferred Compensation..., Fixed-Income Strategies, Investment Planning, Relationship Management, Retirement Planning, Risk Management, Securities, Mutual Funds, Bonds, Annuities, Stock Analysis, Strategic Planning, Tax-Efficient Strategies
Education
Boise State University 2007 — 2012
BBA, Finance, Alumni
University of Idaho 1995 — 1997
Agricultural Engineering
Highland High School 1992 — 1995
Wells Fargo July 2015 - Present
Wells Fargo Advisors January 2013 - July 2015
2 Lazy T December 2010 - June 2012
AFLAC September 2009 - January 2011
Skills
Financial Analysis, Financial Services, Analysis, Excel, Access, Customer Service, Insurance, Team Building, Word, PowerPoint, Microsoft Excel, Investments, Term Life Insurance, Options, Firm Valuation, Investment Strategies, 401k Rollovers, Asset Allocation, Business-Owner Planning, Deferred Compensation..., Fixed-Income Strategies, Investment Planning, Relationship Management, Retirement Planning, Risk Management, Securities, Mutual Funds, Bonds, Annuities, Stock Analysis, Strategic Planning, Tax-Efficient Strategies
Education
Boise State University 2007 — 2012
BBA, Finance, Alumni
University of Idaho 1995 — 1997
Agricultural Engineering
Highland High School 1992 — 1995
Harry Anscher's Wells Fargo Advisors Experience June 2010 - August 2010
Job Associate at TCW Direct lending
Industry Financial Services
Experience
The TCW Group April 2015 - Present
NewStar Financial November 2014 - April 2015
NewStar Financial June 2012 - November 2014
Eaton Vance June 2011 - August 2011
Wells Fargo Advisors June 2010 - August 2010
Skills
Portfolio Management, Microsoft Excel, Leveraged Finance, Financial Analysis, Financial Modeling, Everest by Black..., Capital IQ, Mergers & Acquisitions, PowerPoint
Education
Boston College - Carroll School of Management 2008 — 2012
Bachelor of Science (BS), Finance
Jericho High School
The TCW Group April 2015 - Present
NewStar Financial November 2014 - April 2015
NewStar Financial June 2012 - November 2014
Eaton Vance June 2011 - August 2011
Wells Fargo Advisors June 2010 - August 2010
Skills
Portfolio Management, Microsoft Excel, Leveraged Finance, Financial Analysis, Financial Modeling, Everest by Black..., Capital IQ, Mergers & Acquisitions, PowerPoint
Education
Boston College - Carroll School of Management 2008 — 2012
Bachelor of Science (BS), Finance
Jericho High School
Jennifer Gallardo Jennifer Gallardo's Wells Fargo Advisors Experience February 2012 - June 2012
Job Analyst at CIT
Industry Financial Services
Experience
CIT June 2013 - Present
CIT June 2012 - May 2013
Wells Fargo Advisors February 2012 - June 2012
New York Life Insurance Company February 2012 - June 2012
Barclays December 2011 - December 2011
Wachovia April 2007 - June 2009
Skills
Financial Modeling, Financial Accounting, Finance, Corporate Finance, Financial Reporting, Bloomberg, Investments, Financial Services, Strategic Financial..., Access, Leadership
Education
Rutgers, The State University of New Jersey-Newark 2011 — 2013
Bachelor of Science, Accounting and Finance
Bergen Community College 2009 — 2011
Associate of Science, Accounting
CIT June 2013 - Present
CIT June 2012 - May 2013
Wells Fargo Advisors February 2012 - June 2012
New York Life Insurance Company February 2012 - June 2012
Barclays December 2011 - December 2011
Wachovia April 2007 - June 2009
Skills
Financial Modeling, Financial Accounting, Finance, Corporate Finance, Financial Reporting, Bloomberg, Investments, Financial Services, Strategic Financial..., Access, Leadership
Education
Rutgers, The State University of New Jersey-Newark 2011 — 2013
Bachelor of Science, Accounting and Finance
Bergen Community College 2009 — 2011
Associate of Science, Accounting
Donna Camp Donna Camp's Wells Fargo Advisors Experience 2005 - 2013
Job Client Service Specialist/Project Coordinator Actively Seeking a New Opportunity
Industry Financial Services
Experience
Currently Seeking a New Opportunity March 2013 - Present
Wells Fargo Advisors 2005 - 2013
Getronics 1996 - 2005
First Fidelity Bank 1986 - 1996
Skills
Team-oriented, Highly Detailed, CRM, Process Improvement, Management, Customer Service, Call Centers, Vendor Management
Education
Bergen Community College
Associate of Science (A.S.), Business Administration and Management, General
Bergen Community College
A.S. Program in Office Systems Technology
Currently Seeking a New Opportunity March 2013 - Present
Wells Fargo Advisors 2005 - 2013
Getronics 1996 - 2005
First Fidelity Bank 1986 - 1996
Skills
Team-oriented, Highly Detailed, CRM, Process Improvement, Management, Customer Service, Call Centers, Vendor Management
Education
Bergen Community College
Associate of Science (A.S.), Business Administration and Management, General
Bergen Community College
A.S. Program in Office Systems Technology
Brian Jass's Wells Fargo Advisors Experience October 2010 - Present
Job Regional Private Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2012 - Present
Wells Fargo Advisors October 2010 - Present
Wells Fargo Bank June 2008 - May 2012
Wells Fargo Bank October 2007 - May 2008
Wells Fargo Bank June 2007 - August 2007
Skills
Customer Service, Financial Analysis, Banking, Sales Operations, Public Speaking, Sales, Mortgage Lending, CRM
Education
Bethel University
Bachelor of Arts, Business Finance and Marketing
Wells Fargo June 2012 - Present
Wells Fargo Advisors October 2010 - Present
Wells Fargo Bank June 2008 - May 2012
Wells Fargo Bank October 2007 - May 2008
Wells Fargo Bank June 2007 - August 2007
Skills
Customer Service, Financial Analysis, Banking, Sales Operations, Public Speaking, Sales, Mortgage Lending, CRM
Education
Bethel University
Bachelor of Arts, Business Finance and Marketing
Mary Jane Hanrahan's Wells Fargo Advisors Experience April 2009 - Present
Job Credit Portfolio Consultant Risk Management
Industry Financial Services
Experience
Wells Fargo Advisors April 2009 - Present
A.G. Edwards & Sons, Inc. September 2003 - April 2009
b-there.com March 2000 - June 2001
International Paper June 1988 - April 2000
St. Ives Capital Group June 1996 - June 1998
Philip Morris International September 1986 - June 1996
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, Credit Risk, Financial Risk, Risk Analysis, Beta, SmartStation, Access
Education
Lindenwood University 2006 — 2008
Bachelor of Arts (BA), Business Administration and Management, General
Southwestern Illinois College 2004 — 2006
Associate of Arts (AA), Business Administration, Management and Operations
Boston University 1982 — 1983
Wells Fargo Advisors April 2009 - Present
A.G. Edwards & Sons, Inc. September 2003 - April 2009
b-there.com March 2000 - June 2001
International Paper June 1988 - April 2000
St. Ives Capital Group June 1996 - June 1998
Philip Morris International September 1986 - June 1996
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, Credit Risk, Financial Risk, Risk Analysis, Beta, SmartStation, Access
Education
Lindenwood University 2006 — 2008
Bachelor of Arts (BA), Business Administration and Management, General
Southwestern Illinois College 2004 — 2006
Associate of Arts (AA), Business Administration, Management and Operations
Boston University 1982 — 1983
Erin O'Rourke Erin O'Rourke's Wells Fargo Advisors Experience April 2014 - Present
Job Implementation Consultant, Advanced FA Education Education Program Management at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors April 2014 - Present
Endeavor Wealth Management LLC December 2012 - April 2014
Morgan Stanley Smith Barney November 2008 - December 2012
Merrill Lynch June 2004 - November 2008
Robert W. Baird & Co. 2001 - 2004
Skills
Series 7, Wealth Management, Retirement Planning, Investments, Asset Allocation, Mutual Funds, Portfolio Management, Equities, Retirement, Asset Management, Insurance, Series 63, Customer Service, Financial Advisory
Education
Beloit College 1995 — 1999
BA, Economics & Management, Sociology
Wells Fargo Advisors April 2014 - Present
Endeavor Wealth Management LLC December 2012 - April 2014
Morgan Stanley Smith Barney November 2008 - December 2012
Merrill Lynch June 2004 - November 2008
Robert W. Baird & Co. 2001 - 2004
Skills
Series 7, Wealth Management, Retirement Planning, Investments, Asset Allocation, Mutual Funds, Portfolio Management, Equities, Retirement, Asset Management, Insurance, Series 63, Customer Service, Financial Advisory
Education
Beloit College 1995 — 1999
BA, Economics & Management, Sociology
James Birkbeck, CFP® James Birkbeck, CFP®'s Wells Fargo Advisors Experience July 2014 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors July 2014 - Present
Regions Investment Solutions April 2013 - July 2014
VALIC December 2009 - April 2013
Wachovia Bank / Wachovia Securities July 2006 - December 2009
Genesys Conferencing March 2005 - July 2006
Cebeyond Communications August 2004 - March 2005
Skills
Fixed Annuities, Insurance, Retirement Planning, New Business Development, Sales, Customer Service, Wealth Preservation..., Financial Services, Investments, Risk Management
Education
Berry College 2000 — 2004
Bachelor of Arts (B.A.), Communications
Harrison High School 1996 — 2000
Wells Fargo Advisors July 2014 - Present
Regions Investment Solutions April 2013 - July 2014
VALIC December 2009 - April 2013
Wachovia Bank / Wachovia Securities July 2006 - December 2009
Genesys Conferencing March 2005 - July 2006
Cebeyond Communications August 2004 - March 2005
Skills
Fixed Annuities, Insurance, Retirement Planning, New Business Development, Sales, Customer Service, Wealth Preservation..., Financial Services, Investments, Risk Management
Education
Berry College 2000 — 2004
Bachelor of Arts (B.A.), Communications
Harrison High School 1996 — 2000
Joseph Yohannes Joseph Yohannes's Wells Fargo Advisors Experience March 2014 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors March 2014 - Present
ATC Financial, LLC. January 2010 - March 2014
Pension Specialists, Inc October 2008 - December 2009
Mercer HRS/Putnam Investments October 2004 - May 2008
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2009
Master of Science (M.S.), Financial Planning and Services
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2008
Master of Business Administration (MBA), Business/Managerial Economics
Boston Latin School
Wells Fargo Advisors March 2014 - Present
ATC Financial, LLC. January 2010 - March 2014
Pension Specialists, Inc October 2008 - December 2009
Mercer HRS/Putnam Investments October 2004 - May 2008
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2009
Master of Science (M.S.), Financial Planning and Services
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2008
Master of Business Administration (MBA), Business/Managerial Economics
Boston Latin School
Brandon Miles Brandon Miles's Wells Fargo Advisors Experience June 2013 - Present
Job Registered Client Associate at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors June 2013 - Present
Wells Fargo Advisors September 2012 - June 2013
Wells Fargo Advisors May 2011 - August 2011
Bank of Springfield May 2009 - August 2009
Skills
Series 7, Series 66, Market Analysis, Suitability Analysis, Morningstar, Portfolio Assessment, Research, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint
Education
Benedictine University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Lincoln Land Community College 2008 — 2010
Associate of Science (A.S.), Business
Wells Fargo Advisors June 2013 - Present
Wells Fargo Advisors September 2012 - June 2013
Wells Fargo Advisors May 2011 - August 2011
Bank of Springfield May 2009 - August 2009
Skills
Series 7, Series 66, Market Analysis, Suitability Analysis, Morningstar, Portfolio Assessment, Research, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint
Education
Benedictine University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Lincoln Land Community College 2008 — 2010
Associate of Science (A.S.), Business
Roger Boone Roger Boone's Wells Fargo Advisors Experience March 2015 - June 2015
Job Solution Architect at Magenic
Industry Computer Software
Experience
Magenic June 2015 - Present
Wells Fargo Advisors March 2015 - June 2015
KnowledgeLake February 2014 - January 2015
St. Jude Medical June 2011 - December 2014
KnowledgeLake August 2013 - February 2014
Commonwealth of Kentucky September 2012 - March 2013
New York Life Insurance Company March 2011 - June 2011
e-Sponder, LLC August 2010 - March 2011
Turner Construction September 2009 - August 2010
SecureData, Inc November 2008 - November 2009
Skills
SharePoint, .NET, Microsoft SQL Server, Web Services, Business Intelligence, C#, ASP.NET, Integration, Software Development, SDLC, Enterprise Software, SSRS, Microsoft Office..., Enterprise Architecture, SOA, Visual Studio, Silverlight, ERP, TFS, Solution Architecture, Software Project..., VB.NET, SQL, Visio, Project Management, Agile Methodologies, WCF, WPF, Architecture, T-SQL, LINQ, Oracle, XML, Training, Data Integration, Scrum, SharePoint Server, Public Speaking, MongoDB, Installers (Inno, Wise,..., Poweshell, MVVM, ElasticSearch, JSON, LESS, CSS, Javascript,..., Business Analysis, TypeScript, ITIL Implementation, SiteCore 8, Consulting
Education
Blackburn College 1988 — 1989
Computer Science
Colorado Technical University
Magenic June 2015 - Present
Wells Fargo Advisors March 2015 - June 2015
KnowledgeLake February 2014 - January 2015
St. Jude Medical June 2011 - December 2014
KnowledgeLake August 2013 - February 2014
Commonwealth of Kentucky September 2012 - March 2013
New York Life Insurance Company March 2011 - June 2011
e-Sponder, LLC August 2010 - March 2011
Turner Construction September 2009 - August 2010
SecureData, Inc November 2008 - November 2009
Skills
SharePoint, .NET, Microsoft SQL Server, Web Services, Business Intelligence, C#, ASP.NET, Integration, Software Development, SDLC, Enterprise Software, SSRS, Microsoft Office..., Enterprise Architecture, SOA, Visual Studio, Silverlight, ERP, TFS, Solution Architecture, Software Project..., VB.NET, SQL, Visio, Project Management, Agile Methodologies, WCF, WPF, Architecture, T-SQL, LINQ, Oracle, XML, Training, Data Integration, Scrum, SharePoint Server, Public Speaking, MongoDB, Installers (Inno, Wise,..., Poweshell, MVVM, ElasticSearch, JSON, LESS, CSS, Javascript,..., Business Analysis, TypeScript, ITIL Implementation, SiteCore 8, Consulting
Education
Blackburn College 1988 — 1989
Computer Science
Colorado Technical University
Lee Setzen's Wells Fargo Advisors Experience June 2013 - August 2013
Job Research Analyst Intern at Preston Todd Advisors
Industry Financial Services
Experience
Course Hero, Inc. March 2015 - July 2015
Preston Todd Advisors September 2014 - December 2014
BNY Mellon June 2014 - August 2014
Wells Fargo Advisors June 2013 - August 2013
Price Chopper Supermarkets August 2010 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Spanish, Social Networking, Hebrew, Networking, Time Management, Teamwork, Communication Skills, Social Media, Data Entry, Customer Service, Telephone Skills, Windows, Finance, Research, Public Speaking, Team Management, Financial Analysis, Facebook, New Business Development, Business Strategy
Education
Boston University 2011 — 2015
Bachelor's degree, Accounting and Finance
Course Hero, Inc. March 2015 - July 2015
Preston Todd Advisors September 2014 - December 2014
BNY Mellon June 2014 - August 2014
Wells Fargo Advisors June 2013 - August 2013
Price Chopper Supermarkets August 2010 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Spanish, Social Networking, Hebrew, Networking, Time Management, Teamwork, Communication Skills, Social Media, Data Entry, Customer Service, Telephone Skills, Windows, Finance, Research, Public Speaking, Team Management, Financial Analysis, Facebook, New Business Development, Business Strategy
Education
Boston University 2011 — 2015
Bachelor's degree, Accounting and Finance
Jason Phillips, CFP® Jason Phillips, CFP®'s Wells Fargo Advisors Experience May 2006 - April 2011
Job Financial Advisor
Industry Financial Services
Experience
Janney Montgomery Scott April 2011 - Present
Wells Fargo Advisors May 2006 - April 2011
Merrill Lynch January 2000 - May 2006
Skills
Retirement, Insurance, Fixed Annuities, Series 7, Mutual Funds, Retirement Planning, Wealth Management, Asset Allocation, Investments, Strategic Financial..., Series 63, Alternative Investments, Equities, Securities, Investment Advisory, Fixed Income, Portfolio Management, Investment Strategies, Bloomberg, Uniform Combined State...
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 1999
Master of Business Administration (MBA), Finance, General
University of Massachusetts at Amherst - Isenberg School of Management 1988 — 1992
Bachelor of Business Administration (B.B.A.), Finance, General
Janney Montgomery Scott April 2011 - Present
Wells Fargo Advisors May 2006 - April 2011
Merrill Lynch January 2000 - May 2006
Skills
Retirement, Insurance, Fixed Annuities, Series 7, Mutual Funds, Retirement Planning, Wealth Management, Asset Allocation, Investments, Strategic Financial..., Series 63, Alternative Investments, Equities, Securities, Investment Advisory, Fixed Income, Portfolio Management, Investment Strategies, Bloomberg, Uniform Combined State...
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 1999
Master of Business Administration (MBA), Finance, General
University of Massachusetts at Amherst - Isenberg School of Management 1988 — 1992
Bachelor of Business Administration (B.B.A.), Finance, General
James O'Donoghue James O'Donoghue's Wells Fargo Advisors Experience 2003 - 2011
Job President at Compass Rose Private Investment Management
Industry Financial Services
Experience
Compass Rose Private Investment Management 2011 - Present
Wells Fargo Advisors 2003 - 2011
Salomon Smith Barney 1998 - 2003
Massachusetts Water Resources Authority 1994 - 1998
Massachusetts Water Resources Authority 1985 - 1994
Boston University 1979 - 1981
Boston University 1977 - 1979
Education
New York University
Ph.D., Economics and Finance
New York University
Master, Public Administration
Boston University
Master, City Planning
University of Massachusetts, Amherst
Bachelor of Arts, Government and Policy Analysis
Compass Rose Private Investment Management 2011 - Present
Wells Fargo Advisors 2003 - 2011
Salomon Smith Barney 1998 - 2003
Massachusetts Water Resources Authority 1994 - 1998
Massachusetts Water Resources Authority 1985 - 1994
Boston University 1979 - 1981
Boston University 1977 - 1979
Education
New York University
Ph.D., Economics and Finance
New York University
Master, Public Administration
Boston University
Master, City Planning
University of Massachusetts, Amherst
Bachelor of Arts, Government and Policy Analysis
James Trice James Trice's Wells Fargo Advisors Experience March 2007 - January 2009
Job Software/Technology Consultant at The Climate Corporation
Industry Financial Services
Experience
The Climate Corporation April 2014 - Present
Randstad @ Exel February 2009 - May 2009
Wells Fargo Advisors March 2007 - January 2009
Wells Fargo October 2005 - October 2006
Universal Lending and Realty, Inc. October 2005 - July 2006
Bank of America September 2004 - June 2006
Union Bank May 2000 - May 2004
Skills
Business Administration, Customer Retention, Computers, Data Entry, Deposits, Branch Banking, Loans, Cold Calling, Microsoft Access,..., Leadership, Customer Service, Sales, Time Management, Human Resources, Software Documentation, Finance, Accounting, Interviews, Training
Education
Berkeley City College 2011 — 2014
Business, Small Business Operations, Coursework in Accounting, Spreadsheet Training, Business Communications
Heald Business College 1991 — 1993
Associate's degree, Business Administration and Management, General
The Climate Corporation April 2014 - Present
Randstad @ Exel February 2009 - May 2009
Wells Fargo Advisors March 2007 - January 2009
Wells Fargo October 2005 - October 2006
Universal Lending and Realty, Inc. October 2005 - July 2006
Bank of America September 2004 - June 2006
Union Bank May 2000 - May 2004
Skills
Business Administration, Customer Retention, Computers, Data Entry, Deposits, Branch Banking, Loans, Cold Calling, Microsoft Access,..., Leadership, Customer Service, Sales, Time Management, Human Resources, Software Documentation, Finance, Accounting, Interviews, Training
Education
Berkeley City College 2011 — 2014
Business, Small Business Operations, Coursework in Accounting, Spreadsheet Training, Business Communications
Heald Business College 1991 — 1993
Associate's degree, Business Administration and Management, General
Amanda Sheldon Amanda Sheldon's Wells Fargo Advisors Experience September 2010 - April 2014
Job Environmental Activist, Outdoor Leader, Marketer
Industry Environmental Services
Experience
Student Conservation Association August 2015 - Present
Brachfeld/ NY November 2014 - December 2014
Havas Media April 2014 - July 2014
Wells Fargo Advisors September 2010 - April 2014
Boston University AdLab September 2012 - May 2013
Education
National Outdoor Leadership School 2014 — 2014
Environmental Studies, Leadership Techniques, Outdoor Skills
Boston University 2009 — 2013
Bachelor of Science (B.S.), Communication, 3.6, cum laude
Student Conservation Association August 2015 - Present
Brachfeld/ NY November 2014 - December 2014
Havas Media April 2014 - July 2014
Wells Fargo Advisors September 2010 - April 2014
Boston University AdLab September 2012 - May 2013
Education
National Outdoor Leadership School 2014 — 2014
Environmental Studies, Leadership Techniques, Outdoor Skills
Boston University 2009 — 2013
Bachelor of Science (B.S.), Communication, 3.6, cum laude
Richard L. Kidron, CFP® Richard L. Kidron, CFP®'s Wells Fargo Advisors Experience October 1987 - Present
Job Senior Vice President Investment Officer Kahn, Kidron Financial Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors October 1987 - Present
Skills
Management, Strategic Planning, Investments, Customer Service, Budgets, Financial Services, Retirement, Public Speaking, Finance, Team Building
Education
Lehigh University 1984 — 1985
MBA, Finance & Economics
Elizabethtown College 1980 — 1983
Bachelor's degree, Marketing
Bloomsburg University of Pennsylvania
Wells Fargo Advisors October 1987 - Present
Skills
Management, Strategic Planning, Investments, Customer Service, Budgets, Financial Services, Retirement, Public Speaking, Finance, Team Building
Education
Lehigh University 1984 — 1985
MBA, Finance & Economics
Elizabethtown College 1980 — 1983
Bachelor's degree, Marketing
Bloomsburg University of Pennsylvania
Melissa D. Lewis's Wells Fargo Advisors Experience August 2014 - Present
Job Financial Advisor at MurrayPatterson Financial Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors August 2014 - Present
MidCountry Bank January 2012 - July 2014
Mutual of Omaha December 2010 - December 2011
Woodforest National Bank July 2007 - March 2010
Oswego Community Bank March 2005 - July 2007
Skills
Finance, Customer Service, Small Business, Cross Selling, Cash Management, Investments, Financial Services, Insurance, Lines Of Credit, Business Development, Sales Management, Team Leadership, Retirement Planning, Leadership Development, Coaching, Networking, Business Networking, New Business Development, Operations Management, Fixed Annuities, Account Reconciliation, Sales & Marketing..., Customer Retention, Business Continuity..., Sales Operations, Direct Sales, Referral Networking, Banking, Loans, Small Business Lending, Consumer Lending
Education
Benedictine University
BA, Business Management
Northern Illinois University
Undergraduate Studies
Wells Fargo Advisors August 2014 - Present
MidCountry Bank January 2012 - July 2014
Mutual of Omaha December 2010 - December 2011
Woodforest National Bank July 2007 - March 2010
Oswego Community Bank March 2005 - July 2007
Skills
Finance, Customer Service, Small Business, Cross Selling, Cash Management, Investments, Financial Services, Insurance, Lines Of Credit, Business Development, Sales Management, Team Leadership, Retirement Planning, Leadership Development, Coaching, Networking, Business Networking, New Business Development, Operations Management, Fixed Annuities, Account Reconciliation, Sales & Marketing..., Customer Retention, Business Continuity..., Sales Operations, Direct Sales, Referral Networking, Banking, Loans, Small Business Lending, Consumer Lending
Education
Benedictine University
BA, Business Management
Northern Illinois University
Undergraduate Studies
Dee Naumann's Wells Fargo Advisors Experience March 2014 - April 2014
Job Junior Project Manager/Project Coordinator
Industry Information Technology and Services
Experience
USO September 2011 - Present
St. Louis Cardinals 2007 - Present
ReqRoute - Wipro - Energizer October 2014 - July 2015
Wells Fargo Advisors March 2014 - April 2014
Charter Communications March 2013 - December 2013
Centene Corporation July 2012 - November 2012
Express Scripts March 2012 - May 2012
St. Louis Children's Hospital May 2010 - January 2012
Wells Fargo Advisors August 2011 - November 2011
Sigma Aldrich March 2011 - May 2011
Skills
Administration, Problem Solving, PowerPoint, Scheduling, Word, Excel, Customer Service, Access, Outlook, Customer Relations, Microsoft Office, Process Improvement, Research, Event Planning, Vendor Relations, SharePoint, Visio, Documentation, Program Management, Lotus Notes, Analysis, Writing, MS Project, Business Analysis, Vendor Management, Database Management, Change Management, Charitable Giving, Corporate Communications, Budgeting, Oracle, SAP, Software Documentation, Budgets, Human Resources, Process Scheduler, System Administration, Team Building, Time Management, Troubleshooting, Project Management, Management, Disaster Recovery
Education
St. Louis Community College Meramec 2009 — 2010
Paralegal
Ashworth College 2007 — 2010
Business Management, Business Administration and Management, General
Boston University
PMP, Project Management
USO September 2011 - Present
St. Louis Cardinals 2007 - Present
ReqRoute - Wipro - Energizer October 2014 - July 2015
Wells Fargo Advisors March 2014 - April 2014
Charter Communications March 2013 - December 2013
Centene Corporation July 2012 - November 2012
Express Scripts March 2012 - May 2012
St. Louis Children's Hospital May 2010 - January 2012
Wells Fargo Advisors August 2011 - November 2011
Sigma Aldrich March 2011 - May 2011
Skills
Administration, Problem Solving, PowerPoint, Scheduling, Word, Excel, Customer Service, Access, Outlook, Customer Relations, Microsoft Office, Process Improvement, Research, Event Planning, Vendor Relations, SharePoint, Visio, Documentation, Program Management, Lotus Notes, Analysis, Writing, MS Project, Business Analysis, Vendor Management, Database Management, Change Management, Charitable Giving, Corporate Communications, Budgeting, Oracle, SAP, Software Documentation, Budgets, Human Resources, Process Scheduler, System Administration, Team Building, Time Management, Troubleshooting, Project Management, Management, Disaster Recovery
Education
St. Louis Community College Meramec 2009 — 2010
Paralegal
Ashworth College 2007 — 2010
Business Management, Business Administration and Management, General
Boston University
PMP, Project Management
Joshua Webb Joshua Webb's Wells Fargo Advisors Experience May 2015 - Present
Job Associate Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors May 2015 - Present
Green Oak Financial Advisors December 2013 - May 2015
Wells Fargo Advisors, LLC November 2006 - December 2013
Skills
Investments, Retirement Planning, Retirement, Investment Strategies, Financial Services, Insurance
Education
Bluefield College
Bachelor of Science (B.S.), Business Managment
Wells Fargo Advisors May 2015 - Present
Green Oak Financial Advisors December 2013 - May 2015
Wells Fargo Advisors, LLC November 2006 - December 2013
Skills
Investments, Retirement Planning, Retirement, Investment Strategies, Financial Services, Insurance
Education
Bluefield College
Bachelor of Science (B.S.), Business Managment
Jill M. Kelley's Wells Fargo Advisors Experience December 2013 - December 2014
Job Senior Operational Risk & Compliance Manager
Industry Wholesale
Experience
Wells Fargo June 2015 - Present
Mindseeker, Inc. January 2015 - June 2015
Wells Fargo Advisors December 2013 - December 2014
Bank of the West November 2012 - November 2013
Wells Fargo Bank March 2011 - July 2012
Ally Financial Inc. November 2010 - March 2011
Wells Fargo Advisors July 2009 - November 2010
Bank of America July 2008 - June 2009
Wachovia July 2005 - July 2008
Wachovia Securities, LLC March 2005 - July 2005
Skills
Vendor Management, Business Development, Market Risk, Business Analysis, Portfolio Management, Software Documentation, Process Improvement, SDLC, Banking, Financial Risk, Fixed Income, Risk Management, Program Management, Project Management, Relationship Management, Cross-functional Team..., Integration, Credit Risk, Basel II, Business Requirements, Requirements Gathering, Requirements Analysis, User Acceptance Testing, Business Intelligence, Consulting, PMO, CRM, Change Management, Project Portfolio..., Business Process..., Executive Management, Visio, PMP, Software Project..., Resource Management, Governance, IT Strategy, Business Process, SharePoint, Analytics, Enterprise Architecture, Business Transformation, Analysis, Leadership, Management
Education
Boston College 1986 — 1990
BA, Mathematics
Wells Fargo June 2015 - Present
Mindseeker, Inc. January 2015 - June 2015
Wells Fargo Advisors December 2013 - December 2014
Bank of the West November 2012 - November 2013
Wells Fargo Bank March 2011 - July 2012
Ally Financial Inc. November 2010 - March 2011
Wells Fargo Advisors July 2009 - November 2010
Bank of America July 2008 - June 2009
Wachovia July 2005 - July 2008
Wachovia Securities, LLC March 2005 - July 2005
Skills
Vendor Management, Business Development, Market Risk, Business Analysis, Portfolio Management, Software Documentation, Process Improvement, SDLC, Banking, Financial Risk, Fixed Income, Risk Management, Program Management, Project Management, Relationship Management, Cross-functional Team..., Integration, Credit Risk, Basel II, Business Requirements, Requirements Gathering, Requirements Analysis, User Acceptance Testing, Business Intelligence, Consulting, PMO, CRM, Change Management, Project Portfolio..., Business Process..., Executive Management, Visio, PMP, Software Project..., Resource Management, Governance, IT Strategy, Business Process, SharePoint, Analytics, Enterprise Architecture, Business Transformation, Analysis, Leadership, Management
Education
Boston College 1986 — 1990
BA, Mathematics
Shree Srinivasan Shree Srinivasan's Wells Fargo Advisors Experience 2014 - 2014
Job Data Management and Business Intelligence Analyst at MTM, Inc.
Industry Information Technology and Services
Experience
MTM, Inc. February 2015 - Present
Consulting 2014 - 2014
Wells Fargo Advisors 2014 - 2014
Edward Jones September 2006 - October 2010
Accenture March 2004 - June 2006
Nexgenix 1999 - 2001
Skills
Business Analysis, SQL, Microsoft SQL Server, Windows, Requirements Analysis, HTML, Integration, Troubleshooting
Education
Birla Institute of Technology & Science, Pilani 1994 — 1999
Master of Management Studies, Masters in Economics
MTM, Inc. February 2015 - Present
Consulting 2014 - 2014
Wells Fargo Advisors 2014 - 2014
Edward Jones September 2006 - October 2010
Accenture March 2004 - June 2006
Nexgenix 1999 - 2001
Skills
Business Analysis, SQL, Microsoft SQL Server, Windows, Requirements Analysis, HTML, Integration, Troubleshooting
Education
Birla Institute of Technology & Science, Pilani 1994 — 1999
Master of Management Studies, Masters in Economics
Neal Carlson, MBA's Wells Fargo Advisors Experience January 2007 - June 2013
Job Assistant Hockey Coach at Varsity Boys Hockey North St. Paul
Industry Financial Services
Experience
Varsity Boys Hockey - North St. Paul June 2014 - Present
Securian Financial Group June 2013 - Present
Wells Fargo Advisors January 2007 - June 2013
Skills
Series 7, Series 24, Series 66, Strategic Financial..., Financial Services, Training, Portfolio Management, Investments, Leadership Development, Relationship Management, Coaching
Education
Bethel University 2012 — 2014
Master of Business Administration (MBA)
Bethel University 2003 — 2007
Bachelor of Arts (B.A.), Business Accounting and Finance
Varsity Boys Hockey - North St. Paul June 2014 - Present
Securian Financial Group June 2013 - Present
Wells Fargo Advisors January 2007 - June 2013
Skills
Series 7, Series 24, Series 66, Strategic Financial..., Financial Services, Training, Portfolio Management, Investments, Leadership Development, Relationship Management, Coaching
Education
Bethel University 2012 — 2014
Master of Business Administration (MBA)
Bethel University 2003 — 2007
Bachelor of Arts (B.A.), Business Accounting and Finance
Susan Ostrowski Susan Ostrowski's Wells Fargo Advisors Experience January 2002 - March 2012
Job Entrepreneur at Petunia Paris Designs
Industry Design
Experience
Petunia Paris Designs January 2014 - Present
Wells Fargo Advisors January 2002 - March 2012
Wachovia Securities Financial Network January 1998 - December 2001
Skills
Investments, Entrepreneurship, Jewelry Design, Interior Design, Marketing, Finance, Social Media Marketing, Public Speaking
Education
Corcoran College of Art and Design 2010 — 2014
Certificate of Jewelry Design, Metal and Jewelry Arts
Boston College
Bachelor's Degree, Economics, French
Weatherhead School of Management at Case Western Reserve University
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Petunia Paris Designs January 2014 - Present
Wells Fargo Advisors January 2002 - March 2012
Wachovia Securities Financial Network January 1998 - December 2001
Skills
Investments, Entrepreneurship, Jewelry Design, Interior Design, Marketing, Finance, Social Media Marketing, Public Speaking
Education
Corcoran College of Art and Design 2010 — 2014
Certificate of Jewelry Design, Metal and Jewelry Arts
Boston College
Bachelor's Degree, Economics, French
Weatherhead School of Management at Case Western Reserve University
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Daniel Odze Daniel Odze's Wells Fargo Advisors Experience October 2012 - May 2013
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors May 2014 - Present
Wells Fargo Advisors October 2012 - May 2013
BNY Mellon January 2010 - May 2010
Skills
Financial Services, Investments, Financial Advisory, Strategic Financial..., Auditing, Portfolio Management, Mutual Funds, Banking, Microsoft Excel, Training, Management, PowerPoint, Financial Planning, Finance, Microsoft Office, Equities
Education
Binghamton University - School of Management 2010 — 2012
Bachelor of Science (BS), Finance, Marketing
Northeastern University 2008 — 2010
AXA Advisors May 2014 - Present
Wells Fargo Advisors October 2012 - May 2013
BNY Mellon January 2010 - May 2010
Skills
Financial Services, Investments, Financial Advisory, Strategic Financial..., Auditing, Portfolio Management, Mutual Funds, Banking, Microsoft Excel, Training, Management, PowerPoint, Financial Planning, Finance, Microsoft Office, Equities
Education
Binghamton University - School of Management 2010 — 2012
Bachelor of Science (BS), Finance, Marketing
Northeastern University 2008 — 2010
David Maceroni's Wells Fargo Advisors Experience February 2010 - July 2011
Job Director of Imports at Bernardo Mfg
Industry Luxury Goods & Jewelry
Experience
Bernardo Mfg December 2012 - Present
D&M Capital Funding LLC January 2012 - Present
Chimera Securities October 2011 - December 2012
Wells Fargo Advisors February 2010 - July 2011
Bernardo MFG June 2008 - January 2010
Skills
Investments, Asset Management, Alternative Investments, Securities, Series 7, Financial Analysis, Equities, Asset Managment, Trading, Finance, Valuation, Series 63, Private Equity, Equity Trading, Real Estate, Business Development, Loans, Series 65, Manufacturing, Lean Manufacturing, Manufacturing..., Lean Management, Global Sourcing, Supply Chain Management, International Logistics
Education
Boston College 2004 — 2008
Bachelor's degree, International Marketing
New Hampton Prep
Bernardo Mfg December 2012 - Present
D&M Capital Funding LLC January 2012 - Present
Chimera Securities October 2011 - December 2012
Wells Fargo Advisors February 2010 - July 2011
Bernardo MFG June 2008 - January 2010
Skills
Investments, Asset Management, Alternative Investments, Securities, Series 7, Financial Analysis, Equities, Asset Managment, Trading, Finance, Valuation, Series 63, Private Equity, Equity Trading, Real Estate, Business Development, Loans, Series 65, Manufacturing, Lean Manufacturing, Manufacturing..., Lean Management, Global Sourcing, Supply Chain Management, International Logistics
Education
Boston College 2004 — 2008
Bachelor's degree, International Marketing
New Hampton Prep
Stephanie Sullenger's Wells Fargo Advisors Experience December 2012 - Present
Job Financial Professional at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors December 2012 - Present
Williams-Sonoma, Inc. June 2001 - December 2012
Tucker Anthony, Inc. June 1997 - October 2000
Ralph Lauren Leathergoods November 1994 - May 1997
Country Road Australia July 1990 - November 1994
Skills
Product Development, Public Speaking, Account Management, Inventory Management, Customer Relations, Customer Service, Team Building, Fundraising, Retail, Administration, Teamwork, Time Management, Profit, Microsoft Office, Word, Excel, Market Research, Marketing, Sales, Microsoft Word, Management, Microsoft Excel, Leadership, Marketing Strategy, Program Management, Social Media
Education
Boston College 1981 — 1985
BA, Communications & Marketing
Wells Fargo Advisors December 2012 - Present
Williams-Sonoma, Inc. June 2001 - December 2012
Tucker Anthony, Inc. June 1997 - October 2000
Ralph Lauren Leathergoods November 1994 - May 1997
Country Road Australia July 1990 - November 1994
Skills
Product Development, Public Speaking, Account Management, Inventory Management, Customer Relations, Customer Service, Team Building, Fundraising, Retail, Administration, Teamwork, Time Management, Profit, Microsoft Office, Word, Excel, Market Research, Marketing, Sales, Microsoft Word, Management, Microsoft Excel, Leadership, Marketing Strategy, Program Management, Social Media
Education
Boston College 1981 — 1985
BA, Communications & Marketing
Greta Messarra Woodward Greta Messarra Woodward's Wells Fargo Advisors Experience October 2010 - May 2012
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2012 - Present
Wells Fargo Advisors October 2010 - May 2012
ING Financial Advisers January 2007 - September 2010
Skills
I Educate my Clients, Promote Financial..., Apply Practical..., Retirement Planning, Retirement, Fixed Annuities, Small Business, Strategic Financial..., Long-term Care, Portfolio Management, Term Life Insurance, Series 7, Insurance, Business Development, Financial Analysis, Series 63
Education
Texas A&M University 1987 — 1989
BBA Business Administration, Marketing
Blinn College 1985 — 1987
Associate of Arts (AA)
Edward Jones May 2012 - Present
Wells Fargo Advisors October 2010 - May 2012
ING Financial Advisers January 2007 - September 2010
Skills
I Educate my Clients, Promote Financial..., Apply Practical..., Retirement Planning, Retirement, Fixed Annuities, Small Business, Strategic Financial..., Long-term Care, Portfolio Management, Term Life Insurance, Series 7, Insurance, Business Development, Financial Analysis, Series 63
Education
Texas A&M University 1987 — 1989
BBA Business Administration, Marketing
Blinn College 1985 — 1987
Associate of Arts (AA)
Dan Bowler's Wells Fargo Advisors Experience June 2007 - August 2007
Job Sales Analyst at Santander Bank, N.A.
Industry Financial Services
Experience
Santander Bank, N.A. March 2014 - Present
State Street August 2011 - March 2014
State Street August 2010 - July 2011
State Street June 2009 - August 2009
State Street June 2008 - August 2008
Wells Fargo Advisors June 2007 - August 2007
Skills
Finance, Budgets, Financial Planning, Financial Forecasting, Financial Analysis, Financial Modeling, Microsoft Excel, Access, PowerPoint, Analytics, SEC Filings
Education
Boston College 2006 — 2010
Bachelor of Science (B.S.), Finance, Management and Leadership
Xaverian Brothers High School 2002 — 2006
Santander Bank, N.A. March 2014 - Present
State Street August 2011 - March 2014
State Street August 2010 - July 2011
State Street June 2009 - August 2009
State Street June 2008 - August 2008
Wells Fargo Advisors June 2007 - August 2007
Skills
Finance, Budgets, Financial Planning, Financial Forecasting, Financial Analysis, Financial Modeling, Microsoft Excel, Access, PowerPoint, Analytics, SEC Filings
Education
Boston College 2006 — 2010
Bachelor of Science (B.S.), Finance, Management and Leadership
Xaverian Brothers High School 2002 — 2006
Karen Chaffee's Wells Fargo Advisors Experience June 2008 - September 2009
Job Office Manager at Tony's Plumbing and Heating
Industry Marketing and Advertising
Experience
Ugly Dog Media May 2013 - September 2013
Bickford Assisted Living & Memory Care May 2010 - May 2012
New Day Pharmacy September 2009 - February 2010
Wells Fargo Advisors June 2008 - September 2009
Belmont University April 2007 - June 2008
Catholic Charities December 2004 - April 2007
Skills
Event Management, Development Of..., Marketing Strategy, Community Outreach, Seminar Marketing, Grant Writing, Sports Marketing, Media Relations, Public Speaking, Long-term Care, Team Building, Program Management, Mentoring Of Staff, Volunteer Management, Social Media Marketing, Website Building, Volunteer Recruiting, Non-profits, Public Relations, Healthcare, Inventory Analysis, Inventory Control, Competitive Analysis, Donations, Admissions, Dispatching, Communication, Self-starter, Sponsorship, Donor Recognition, Office Management, New Hire Orientations, Federal Budget, Program Budgeting, Marketing Budget, Sales Presentations, Exceptional..., Compliance Monitoring, Purchase Orders, Vendor Relationships, Health Fairs, Fundraising, 401k, Facebook, StumbleUpon, Google+, Twitter, Digg, Reddit, Pinterest
Education
Belmont University 2007 — 2008
Master's degree, Sport Administration
Western Michigan University 1996 — 2001
Bachelor of Arts (B.A.), Interpersonal Communications
Marcellus
Ugly Dog Media May 2013 - September 2013
Bickford Assisted Living & Memory Care May 2010 - May 2012
New Day Pharmacy September 2009 - February 2010
Wells Fargo Advisors June 2008 - September 2009
Belmont University April 2007 - June 2008
Catholic Charities December 2004 - April 2007
Skills
Event Management, Development Of..., Marketing Strategy, Community Outreach, Seminar Marketing, Grant Writing, Sports Marketing, Media Relations, Public Speaking, Long-term Care, Team Building, Program Management, Mentoring Of Staff, Volunteer Management, Social Media Marketing, Website Building, Volunteer Recruiting, Non-profits, Public Relations, Healthcare, Inventory Analysis, Inventory Control, Competitive Analysis, Donations, Admissions, Dispatching, Communication, Self-starter, Sponsorship, Donor Recognition, Office Management, New Hire Orientations, Federal Budget, Program Budgeting, Marketing Budget, Sales Presentations, Exceptional..., Compliance Monitoring, Purchase Orders, Vendor Relationships, Health Fairs, Fundraising, 401k, Facebook, StumbleUpon, Google+, Twitter, Digg, Reddit, Pinterest
Education
Belmont University 2007 — 2008
Master's degree, Sport Administration
Western Michigan University 1996 — 2001
Bachelor of Arts (B.A.), Interpersonal Communications
Marcellus
Nickolas Yost, MBA Nickolas Yost, MBA'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
United States Army August 2000 - May 2013
Oakwood Worldwide August 2006 - December 2006
The Bozzuto Group December 2005 - August 2006
Skills
Retirement Planning, 401k Rollovers, Relationship Management, Insurance, Investment Planning, Stock Analysis, Business-owner Planning
Education
University of Maryland University College 2011 — 2013
Master of Business Administration (M.B.A.)
University of Maryland University College 2008 — 2011
Bachelor of Science (B.S.), Business Administration
Bloomsburg University of Pennsylvania 2002 — 2004
Accounting and Business/Management
Wells Fargo Advisors May 2013 - Present
United States Army August 2000 - May 2013
Oakwood Worldwide August 2006 - December 2006
The Bozzuto Group December 2005 - August 2006
Skills
Retirement Planning, 401k Rollovers, Relationship Management, Insurance, Investment Planning, Stock Analysis, Business-owner Planning
Education
University of Maryland University College 2011 — 2013
Master of Business Administration (M.B.A.)
University of Maryland University College 2008 — 2011
Bachelor of Science (B.S.), Business Administration
Bloomsburg University of Pennsylvania 2002 — 2004
Accounting and Business/Management
Christopher Kalata Christopher Kalata's Wells Fargo Advisors Experience July 2012 - September 2012
Job Associate Portfolio Manager at AB
Industry Financial Services
Experience
AB June 2015 - Present
BNY Mellon June 2014 - April 2015
BNY Mellon October 2013 - January 2014
BNY Mellon May 2013 - September 2013
Wells Fargo Advisors July 2012 - September 2012
UBS Wealth Management September 2010 - June 2011
Skills
Investments, Microsoft Excel, Equity Research, Bloomberg Terminal, Financial Modeling, Fixed Income, Bloomberg, Equities, Financial Analysis, Valuation, Corporate Finance, Social Media, PowerPoint, Portfolio Management, Securities, Morningstar, Asset Allocation, Structured Finance, Asset-backed..., Loans, Corporate Trust
Education
Bentley University 2011 — 2015
Finance major, with minors in Economics and Global Studies
Royal Holloway, University of London 2013 — 2013
Study Abroad
AB June 2015 - Present
BNY Mellon June 2014 - April 2015
BNY Mellon October 2013 - January 2014
BNY Mellon May 2013 - September 2013
Wells Fargo Advisors July 2012 - September 2012
UBS Wealth Management September 2010 - June 2011
Skills
Investments, Microsoft Excel, Equity Research, Bloomberg Terminal, Financial Modeling, Fixed Income, Bloomberg, Equities, Financial Analysis, Valuation, Corporate Finance, Social Media, PowerPoint, Portfolio Management, Securities, Morningstar, Asset Allocation, Structured Finance, Asset-backed..., Loans, Corporate Trust
Education
Bentley University 2011 — 2015
Finance major, with minors in Economics and Global Studies
Royal Holloway, University of London 2013 — 2013
Study Abroad
George W.C. Murphy's Wells Fargo Advisors Experience May 2009 - Present
Job Vice President Investments at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors May 2009 - Present
Smith Barney October 1999 - May 2009
Skills
Retirement Planning, Asset Allocation, Investments, Alternative Investments
Education
Boston College 1972 — 1976
B.A., Political Science Cum Laude
Wells Fargo Advisors May 2009 - Present
Smith Barney October 1999 - May 2009
Skills
Retirement Planning, Asset Allocation, Investments, Alternative Investments
Education
Boston College 1972 — 1976
B.A., Political Science Cum Laude
Amy Gascon, CPA's Wells Fargo Advisors Experience January 2014 - Present
Job Accountant at Wells Fargo Advisors
Industry Telecommunications
Experience
Wells Fargo Advisors January 2014 - Present
AT&T September 2009 - January 2014
AT&T January 2008 - August 2009
KPMG August 2005 - January 2008
Skills
Audit, Accounting, Internal Audit, Supervisory Skills, Auditing, CPA, Financial Audits, Sarbanes-Oxley Act, GAAP, Internal Controls, Revenue Recognition, US GAAP, Financial Reporting, Financial Accounting, Tax, Financial Analysis, Income Tax
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2006
MSA, Accountancy
Bentley University 2001 — 2005
BS, Accountancy
Wells Fargo Advisors January 2014 - Present
AT&T September 2009 - January 2014
AT&T January 2008 - August 2009
KPMG August 2005 - January 2008
Skills
Audit, Accounting, Internal Audit, Supervisory Skills, Auditing, CPA, Financial Audits, Sarbanes-Oxley Act, GAAP, Internal Controls, Revenue Recognition, US GAAP, Financial Reporting, Financial Accounting, Tax, Financial Analysis, Income Tax
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2006
MSA, Accountancy
Bentley University 2001 — 2005
BS, Accountancy
Blaine McLean's Wells Fargo Advisors Experience May 2011 - September 2011
Job Financial Analyst at Darling Consulting Group
Industry Financial Services
Experience
Darling Consulting Group May 2013 - Present
Darling Consulting Group May 2012 - May 2013
Wells Fargo Advisors May 2011 - September 2011
Bentley University May 2011 - September 2011
Skills
Interest Rate Risk..., Asset Liability..., Liquidity Risk, Microsoft Excel, Financial Analysis, Finance, Forecasting, Financial Modeling, Portfolio Management, Macroeconomics, Financial Markets, PowerPoint, Microsoft Word, Data Analysis
Education
Bentley University 2008 — 2012
Bachelor, Manegerial Economics
Cushing Academy 2004 — 2008
High School
Darling Consulting Group May 2013 - Present
Darling Consulting Group May 2012 - May 2013
Wells Fargo Advisors May 2011 - September 2011
Bentley University May 2011 - September 2011
Skills
Interest Rate Risk..., Asset Liability..., Liquidity Risk, Microsoft Excel, Financial Analysis, Finance, Forecasting, Financial Modeling, Portfolio Management, Macroeconomics, Financial Markets, PowerPoint, Microsoft Word, Data Analysis
Education
Bentley University 2008 — 2012
Bachelor, Manegerial Economics
Cushing Academy 2004 — 2008
High School
Grant Heinitz Grant Heinitz's Wells Fargo Advisors Experience October 2006 - August 2010
Job Vice President at Marsh & McLennan Companies, Inc.
Industry Capital Markets
Experience
Marsh & McLennan Companies, Inc. May 2012 - Present
PTS / Arctic Express July 2011 - March 2012
J.P. Morgan August 2010 - February 2011
Wells Fargo Advisors October 2006 - August 2010
MORGAN STANLEY January 2006 - October 2006
Sagemark Consulting May 2001 - August 2005
United States Marine Corps June 1997 - June 2001
Skills
Access, Financial Analysis, Financial Planning, Financial Reporting, Business Analysis, Analytics, Business Intelligence, Business Strategy, Business Planning, Business Management, Excel, Process Improvement, Operational Efficiency, Efficiency Improvement, Program Management, Account Management, Management Consulting, Portfolio Strategy, Portfolio Management, Investment Strategies, Investments, Weather Derivatives, Insurance Linked..., Strategic Financial..., Microsoft Excel, Entrepreneurship, Start-ups, Asset Management, Business Development
Education
Saint Mary's College of California 2010 — 2011
MBA, Finance, 3.6
California State University-East Bay 2008 — 2010
BS, Corporate Management
Boston University 2008 — 2009
CFP, Certificate in Financial Planning
University of California, San Diego 2001 — 2005
BA, Political Science with an emphasis in American Politics
Marsh & McLennan Companies, Inc. May 2012 - Present
PTS / Arctic Express July 2011 - March 2012
J.P. Morgan August 2010 - February 2011
Wells Fargo Advisors October 2006 - August 2010
MORGAN STANLEY January 2006 - October 2006
Sagemark Consulting May 2001 - August 2005
United States Marine Corps June 1997 - June 2001
Skills
Access, Financial Analysis, Financial Planning, Financial Reporting, Business Analysis, Analytics, Business Intelligence, Business Strategy, Business Planning, Business Management, Excel, Process Improvement, Operational Efficiency, Efficiency Improvement, Program Management, Account Management, Management Consulting, Portfolio Strategy, Portfolio Management, Investment Strategies, Investments, Weather Derivatives, Insurance Linked..., Strategic Financial..., Microsoft Excel, Entrepreneurship, Start-ups, Asset Management, Business Development
Education
Saint Mary's College of California 2010 — 2011
MBA, Finance, 3.6
California State University-East Bay 2008 — 2010
BS, Corporate Management
Boston University 2008 — 2009
CFP, Certificate in Financial Planning
University of California, San Diego 2001 — 2005
BA, Political Science with an emphasis in American Politics
Brenda McGuinn Brenda McGuinn's Wells Fargo Advisors Experience July 2010 - May 2011
Job Release Management, Service Delivery Management, Project Management, Access Management, Contingency Planning
Industry Information Technology and Services
Experience
Bank of America June 2011 - August 2011
Wells Fargo Advisors July 2010 - May 2011
RCCC Rowan Cabarrus Community College January 2009 - July 2010
Wachovia Corporation August 2005 - January 2008
Wachovia, A Wells Fargo Company 2000 - 2008
Wachovia Corporation January 2002 - July 2005
Wachovia Corporation January 2000 - February 2002
Wachovia Corporation February 1996 - December 2000
Maxim Group 1999 - 2000
Wachovia Corporation February 1995 - January 1996
Skills
Release Management, Service Delivery..., Access Management
Education
Miami University 1981 — 1982
MBA, Business Administration
Miami University 1979 — 1981
MEd, Education
Berea College 1975 — 1979
BA, Mathematics
Bank of America June 2011 - August 2011
Wells Fargo Advisors July 2010 - May 2011
RCCC Rowan Cabarrus Community College January 2009 - July 2010
Wachovia Corporation August 2005 - January 2008
Wachovia, A Wells Fargo Company 2000 - 2008
Wachovia Corporation January 2002 - July 2005
Wachovia Corporation January 2000 - February 2002
Wachovia Corporation February 1996 - December 2000
Maxim Group 1999 - 2000
Wachovia Corporation February 1995 - January 1996
Skills
Release Management, Service Delivery..., Access Management
Education
Miami University 1981 — 1982
MBA, Business Administration
Miami University 1979 — 1981
MEd, Education
Berea College 1975 — 1979
BA, Mathematics
Joan S. Antognoni's Wells Fargo Advisors Experience August 2009 - Present
Job Senior Registered Client Associate Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors August 2009 - Present
Wells Fargo Advisors May 2004 - August 2009
Marcam February 1990 - August 2003
Skills
Enterprise Software, ERP, Business Intelligence, Requirements Analysis, Integration, Business Analysis, SaaS, Sales, Customer Service, Finance, Microsoft Office, Software Project..., Financial Analysis, New Business Development, CRM, Insurance, Product Management, Process Improvement, Project Management, Business Development, Business Process, Business Process..., Business Strategy, Management, Team Leadership
Education
Bentley University
Computer Info. Systems, Computer Science
Wells Fargo Advisors August 2009 - Present
Wells Fargo Advisors May 2004 - August 2009
Marcam February 1990 - August 2003
Skills
Enterprise Software, ERP, Business Intelligence, Requirements Analysis, Integration, Business Analysis, SaaS, Sales, Customer Service, Finance, Microsoft Office, Software Project..., Financial Analysis, New Business Development, CRM, Insurance, Product Management, Process Improvement, Project Management, Business Development, Business Process, Business Process..., Business Strategy, Management, Team Leadership
Education
Bentley University
Computer Info. Systems, Computer Science
William Ellwood William Ellwood's Wells Fargo Advisors Experience January 2010 - Present
Job Financial Advisor at WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC)
Industry Financial Services
Experience
Wells Fargo Advisors January 2010 - Present
Town & Country Bank 2001 - 2009
Peoples National Bank 1989 - 2000
Skills
Investments, Customer Service, Strategic Planning, Insurance, Retirement Planning, Investment Planning, Retirement-Plan..., Wealth-Preservation..., 401(k) Rollovers
Education
Bethany College 1977 — 1981
Bachelor of Arts (B.A.), Music Performance, General
Wells Fargo Advisors January 2010 - Present
Town & Country Bank 2001 - 2009
Peoples National Bank 1989 - 2000
Skills
Investments, Customer Service, Strategic Planning, Insurance, Retirement Planning, Investment Planning, Retirement-Plan..., Wealth-Preservation..., 401(k) Rollovers
Education
Bethany College 1977 — 1981
Bachelor of Arts (B.A.), Music Performance, General
Scott Levy's Wells Fargo Advisors Experience December 2013 - Present
Job Investor Services Analyst at J.P. Morgan
Industry Financial Services
Experience
Wells Fargo Advisors December 2013 - Present
Bentley Investment Group September 2014 - October 2015
J.P. Morgan May 2015 - August 2015
Asset Alliance / Hedge Harbor May 2014 - September 2014
Covidien June 2013 - August 2013
Sullivan & Sweeney Law Firm July 2012 - September 2012
Skills
Microsoft Excel, Research, PowerPoint, Microsoft Office, Microsoft Word, Bloomberg Software, Social Media, HTML, Photoshop, Java, FactSet, PPRM, MS Project, Microsoft Project
Education
Bentley University 2012 — 2016
Bachelor’s Degree, Economics and Finance (Eco-FI, Senior
Canton High School 2008 — 2012
Wells Fargo Advisors December 2013 - Present
Bentley Investment Group September 2014 - October 2015
J.P. Morgan May 2015 - August 2015
Asset Alliance / Hedge Harbor May 2014 - September 2014
Covidien June 2013 - August 2013
Sullivan & Sweeney Law Firm July 2012 - September 2012
Skills
Microsoft Excel, Research, PowerPoint, Microsoft Office, Microsoft Word, Bloomberg Software, Social Media, HTML, Photoshop, Java, FactSet, PPRM, MS Project, Microsoft Project
Education
Bentley University 2012 — 2016
Bachelor’s Degree, Economics and Finance (Eco-FI, Senior
Canton High School 2008 — 2012
Brian Prost Brian Prost's Wells Fargo Advisors Experience March 2013 - January 2015
Job Website Developer at Premier Business Advantage
Industry Computer Software
Experience
Premier Business Advantage February 2015 - Present
Wells Fargo Advisors March 2013 - January 2015
Best Buy November 2010 - August 2011
Skills
Programming, Website Building, PGP, Bitcoin, Linux, Public Key Cryptography, AngularJS, Bootstrap, jQuery, Git, Mac OS, Telecommunications, Web Development, Web Design, Critical Thinking, Higher Education, Public Speaking, Research, Social Media, Event Planning, Editing, Leadership Development, Leadership, Community Outreach, Teaching, Customer Service, WordPress, WordPress Design
Education
Bloc 2014 — 2015
Front-End Web Development
Webster University 2012 — 2014
Computer Science
Premier Business Advantage February 2015 - Present
Wells Fargo Advisors March 2013 - January 2015
Best Buy November 2010 - August 2011
Skills
Programming, Website Building, PGP, Bitcoin, Linux, Public Key Cryptography, AngularJS, Bootstrap, jQuery, Git, Mac OS, Telecommunications, Web Development, Web Design, Critical Thinking, Higher Education, Public Speaking, Research, Social Media, Event Planning, Editing, Leadership Development, Leadership, Community Outreach, Teaching, Customer Service, WordPress, WordPress Design
Education
Bloc 2014 — 2015
Front-End Web Development
Webster University 2012 — 2014
Computer Science
Shawn McGinn's Wells Fargo Advisors Experience February 2015 - Present
Job Director of Experienced FA Hiring, FA Integration at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors February 2015 - Present
Wells Fargo Advisors March 2007 - February 2015
Wachovia Secutities 2004 - 2007
Accenture 2000 - 2004
Skills
Finance, Series 7, Integration, Mutual Funds, Asset Management, Financial Services, Financial Analysis, Equities, Securities, Investments, Wealth Management, Financial Advisory, Portfolio Management
Education
Boston College 1996 — 2000
Bachelor of Science (B.S.), Finance, Economics
Boston College 1996 — 2000
Business Administration; Finance and Economics
Wells Fargo Advisors February 2015 - Present
Wells Fargo Advisors March 2007 - February 2015
Wachovia Secutities 2004 - 2007
Accenture 2000 - 2004
Skills
Finance, Series 7, Integration, Mutual Funds, Asset Management, Financial Services, Financial Analysis, Equities, Securities, Investments, Wealth Management, Financial Advisory, Portfolio Management
Education
Boston College 1996 — 2000
Bachelor of Science (B.S.), Finance, Economics
Boston College 1996 — 2000
Business Administration; Finance and Economics
Phil Adler's Wells Fargo Advisors Experience June 1994 - November 2011
Job Professional Writer|Editor|Broadcaster
Industry Financial Services
Experience
using language and audio to connect with audiences 2011 - Present
Wells Fargo Advisors June 1994 - November 2011
KRLD Radio August 1981 - December 1993
Skills
On-air, Promotions, Marketing Strategy, Corporate Communications, Radio, Internal Communications, Broadcast Journalism, Radio Talk Show Host, Professional Writer, Audio Production, Research, Interim Roles, Consulting, Contractor, Radio Commercials, Market Activity, Guest Introductions, Web Content, Editing, Copywriting, Writing, Marketing Communications, Public Relations, Social Media, Public Speaking, Press Releases, Content Development, Broadcast, News Writing, Television, Media Relations, Newsletters, Storytelling, Voice Over, Copy Editing, Blogging, Journalism, Strategic Communications, Proofreading, New Media, Publicity, Creative Writing, Publishing
Education
Boston University 1972 — 1974
M.S., Public Communications
Columbia University 1967 — 1971
B.A., English
using language and audio to connect with audiences 2011 - Present
Wells Fargo Advisors June 1994 - November 2011
KRLD Radio August 1981 - December 1993
Skills
On-air, Promotions, Marketing Strategy, Corporate Communications, Radio, Internal Communications, Broadcast Journalism, Radio Talk Show Host, Professional Writer, Audio Production, Research, Interim Roles, Consulting, Contractor, Radio Commercials, Market Activity, Guest Introductions, Web Content, Editing, Copywriting, Writing, Marketing Communications, Public Relations, Social Media, Public Speaking, Press Releases, Content Development, Broadcast, News Writing, Television, Media Relations, Newsletters, Storytelling, Voice Over, Copy Editing, Blogging, Journalism, Strategic Communications, Proofreading, New Media, Publicity, Creative Writing, Publishing
Education
Boston University 1972 — 1974
M.S., Public Communications
Columbia University 1967 — 1971
B.A., English
Michael Tantleff Michael Tantleff's Wells Fargo Advisors Experience December 1983 - Present
Job Managing Director Investments at WELLS FARGO ADVISORS, LLC
Industry Financial Services
Experience
Wells Fargo Advisors December 1983 - Present
Education
Binghamton University 1971 — 1975
Bachelor of Science, Management
Wells Fargo Advisors December 1983 - Present
Education
Binghamton University 1971 — 1975
Bachelor of Science, Management
Jim Van Meerten Jim Van Meerten's Wells Fargo Advisors Experience July 2001 - September 2009
Job Contributor at TheStreet
Industry Financial Services
Experience
TheStreet May 2012 - Present
Marketocracy September 2009 - Present
Barchart.com September 2009 - Present
Seeking Alpha September 2009 - Present
Wells Fargo Advisors July 2001 - September 2009
Banc of America Securities January 1998 - July 2001
Union County Schools August 1997 - July 1998
Attorney August 1988 - July 1997
A G Edward's & Co January 1986 - July 1988
Southern Company February 1986 - November 1987
Skills
Investments, Financial Analysis, Equities, Portfolio Management, Asset Managment, Finance, Valuation, Banking, Strategic Financial..., Securities, Insurance, Business Planning, Mutual Funds, Relationship Management, Financial Modeling, Mergers & Acquisitions, Technical Analysis, Derivatives, Economics, Investment Strategies, Financial Markets, Financial Advisory, Private Equity, Investment Banking, Accounting, Capital Markets, Internal Audit, Asset Management, Fixed Income, Corporate Finance, Equity Research, Investment Advisory, Wealth Management, Alternative Investments, Retirement, Risk Management, Hedge Funds, Budgets, Series 7, Commodity, Options, Credit, Analysis, Bloomberg, Emerging Markets, Trading, Asset Allocation, Executive Management, Financial Services, Venture Capital
Education
University of North Carolina at Charlotte 1996 — 1997
Post Baccalaureate Studies, Graduate Studies in Education
Woodrow Wilson School of Law 1977 — 1980
Juris Doctorate, Law
Georgia State University - J. Mack Robinson College of Business 1975 — 1976
Post Baccalaureate Studies, Quantatative Math and Accounting
Florida Atlantic University 1970 — 1971
Post Baccalaureate
Berry College - Campbell School of Business 1968 — 1970
Bachelor of Science (BS), Accounting and Business/Management, A+
Berry College 1967 — 1970
BS, Accounting, Business Administration
Broward College 1966 — 1967
Marine Biology, Accounting
Broward Community College 1965 — 1967
Associate's degree, College Prep
Newberry College 1965 — 1966
General Studies
Fort Lauderdale High School 1962 — 1965
Diploma, College Prep
TheStreet May 2012 - Present
Marketocracy September 2009 - Present
Barchart.com September 2009 - Present
Seeking Alpha September 2009 - Present
Wells Fargo Advisors July 2001 - September 2009
Banc of America Securities January 1998 - July 2001
Union County Schools August 1997 - July 1998
Attorney August 1988 - July 1997
A G Edward's & Co January 1986 - July 1988
Southern Company February 1986 - November 1987
Skills
Investments, Financial Analysis, Equities, Portfolio Management, Asset Managment, Finance, Valuation, Banking, Strategic Financial..., Securities, Insurance, Business Planning, Mutual Funds, Relationship Management, Financial Modeling, Mergers & Acquisitions, Technical Analysis, Derivatives, Economics, Investment Strategies, Financial Markets, Financial Advisory, Private Equity, Investment Banking, Accounting, Capital Markets, Internal Audit, Asset Management, Fixed Income, Corporate Finance, Equity Research, Investment Advisory, Wealth Management, Alternative Investments, Retirement, Risk Management, Hedge Funds, Budgets, Series 7, Commodity, Options, Credit, Analysis, Bloomberg, Emerging Markets, Trading, Asset Allocation, Executive Management, Financial Services, Venture Capital
Education
University of North Carolina at Charlotte 1996 — 1997
Post Baccalaureate Studies, Graduate Studies in Education
Woodrow Wilson School of Law 1977 — 1980
Juris Doctorate, Law
Georgia State University - J. Mack Robinson College of Business 1975 — 1976
Post Baccalaureate Studies, Quantatative Math and Accounting
Florida Atlantic University 1970 — 1971
Post Baccalaureate
Berry College - Campbell School of Business 1968 — 1970
Bachelor of Science (BS), Accounting and Business/Management, A+
Berry College 1967 — 1970
BS, Accounting, Business Administration
Broward College 1966 — 1967
Marine Biology, Accounting
Broward Community College 1965 — 1967
Associate's degree, College Prep
Newberry College 1965 — 1966
General Studies
Fort Lauderdale High School 1962 — 1965
Diploma, College Prep
Rachel Seward's Wells Fargo Advisors Experience July 2010 - March 2013
Job Deputy Superintendent, Institutional Advancement at St. Louis Public Schools
Industry Education Management
Experience
St. Louis Public Schools March 2013 - Present
Wells Fargo Advisors July 2010 - March 2013
Regional Business Council April 2008 - July 2010
Kiosite June 2007 - April 2008
St. Louis Public Schools August 2005 - June 2007
Financial Dynamics January 2005 - May 2005
Skills
Event Planning, Non-profits, Writing, Business Strategy, Grants, Community Relations, Community Outreach, Board Development, Partner Relationship..., Spanish, Education, Political Campaigns, Capacity Building, Venture Philanthropy, Community Development, Nonprofits, Fundraising, Organizational..., Program Development, Leadership Development, Philanthropy, Volunteer Management, Grant Writing, Partner Management, Management
Education
Boston University 2001 — 2005
BA, Political Science
Kirkwood High School 1998 — 2001
St. Louis Public Schools March 2013 - Present
Wells Fargo Advisors July 2010 - March 2013
Regional Business Council April 2008 - July 2010
Kiosite June 2007 - April 2008
St. Louis Public Schools August 2005 - June 2007
Financial Dynamics January 2005 - May 2005
Skills
Event Planning, Non-profits, Writing, Business Strategy, Grants, Community Relations, Community Outreach, Board Development, Partner Relationship..., Spanish, Education, Political Campaigns, Capacity Building, Venture Philanthropy, Community Development, Nonprofits, Fundraising, Organizational..., Program Development, Leadership Development, Philanthropy, Volunteer Management, Grant Writing, Partner Management, Management
Education
Boston University 2001 — 2005
BA, Political Science
Kirkwood High School 1998 — 2001
Jonathan Sarver's Wells Fargo Advisors Experience May 2013 - Present
Job Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors May 2013 - Present
RBC Wealth Management April 2009 - May 2013
UBS Financial Services January 1999 - April 2009
Education
Seton Hall University School of Law 1993 — 1996
Juris Doctor (Law)
Boston University 1988 — 1993
Bachelor of Arts (B.A.), Political Science and Government
Wells Fargo Advisors May 2013 - Present
RBC Wealth Management April 2009 - May 2013
UBS Financial Services January 1999 - April 2009
Education
Seton Hall University School of Law 1993 — 1996
Juris Doctor (Law)
Boston University 1988 — 1993
Bachelor of Arts (B.A.), Political Science and Government
Brian Veroneau Brian Veroneau's Wells Fargo Advisors Experience June 2005 - July 2009
Job CFO at ArgenTech Solutions, Inc.
Industry Defense & Space
Experience
ArgenTech Solutions, Inc. July 2009 - Present
Peak 3, Inc. December 2011 - Present
Applied Universal Engineering Inc. August 2012 - Present
Wells Fargo Advisors June 2005 - July 2009
Skills
Strategic Financial..., Process Improvement, Employee Benefits, Strategic Planning, Leadership, Insurance, Analysis, Team Building, Risk Management, Management, Change Management, Budgets, Disability Insurance, Customer Service, Coaching, Operations Management, Military, Team Leadership, Project Management, Cross-functional Team..., New Business Development, Business Strategy, Financial Planning
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2009 — 2011
Executive Master of Business Administration (M.B.A.)
Boston College 1997 — 2001
Bachelor of Science (BS), Human Resources Management and Services
ArgenTech Solutions, Inc. July 2009 - Present
Peak 3, Inc. December 2011 - Present
Applied Universal Engineering Inc. August 2012 - Present
Wells Fargo Advisors June 2005 - July 2009
Skills
Strategic Financial..., Process Improvement, Employee Benefits, Strategic Planning, Leadership, Insurance, Analysis, Team Building, Risk Management, Management, Change Management, Budgets, Disability Insurance, Customer Service, Coaching, Operations Management, Military, Team Leadership, Project Management, Cross-functional Team..., New Business Development, Business Strategy, Financial Planning
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2009 — 2011
Executive Master of Business Administration (M.B.A.)
Boston College 1997 — 2001
Bachelor of Science (BS), Human Resources Management and Services
Pamela Kyle's Wells Fargo Advisors Experience July 2010 - August 2011
Job Branch Office Administrator at Edward Jones
Industry Executive Office
Experience
Edward Jones January 2012 - Present
Wells Fargo Advisors July 2010 - August 2011
Education
Bethel College
Psychology, Biblical Counseling
Indiana University
Edward Jones January 2012 - Present
Wells Fargo Advisors July 2010 - August 2011
Education
Bethel College
Psychology, Biblical Counseling
Indiana University
Martin Rakin Martin Rakin's Wells Fargo Advisors Experience May 2013 - August 2013
Job FAAS Staff at EY
Industry Financial Services
Experience
EY September 2015 - Present
EY June 2014 - August 2014
Wells Fargo Advisors May 2013 - August 2013
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Leadership, Teamwork, Communication, Research, Access, Public Speaking
Education
Binghamton University - School of Management 2011 — 2015
Bachelor of Science (B.S.), Accounting and focused coursework in MIS
EY September 2015 - Present
EY June 2014 - August 2014
Wells Fargo Advisors May 2013 - August 2013
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Leadership, Teamwork, Communication, Research, Access, Public Speaking
Education
Binghamton University - School of Management 2011 — 2015
Bachelor of Science (B.S.), Accounting and focused coursework in MIS
Matt Mimnaugh Matt Mimnaugh's Wells Fargo Advisors Experience February 2011 - August 2011
Job Law Clerk at Superior Court of New Jersey
Industry Law Practice
Experience
Superior Court of New Jersey September 2014 - Present
United States Court of Appeals for the First Circuit January 2014 - May 2014
Rhode Island Supreme Court January 2014 - February 2014
Massachusetts State Senate May 2013 - August 2013
New Jersey Attorney General's Office May 2012 - August 2012
Wells Fargo Advisors February 2011 - August 2011
Meyner and Landis LLP December 2009 - January 2010
US Department of Labor May 2008 - August 2008
Skills
Corporate Law, Politics, International Relations, Westlaw, Legal Writing, Legal Research, Employment Law, Courts, Appeals, Legislative Relations, Litigation
Education
Boston College Law School 2011 — 2014
J.D., Law
Lafayette College 2006 — 2010
A.B., History
Red Bank Catholic High School 2002 — 2006
GED, High School
Superior Court of New Jersey September 2014 - Present
United States Court of Appeals for the First Circuit January 2014 - May 2014
Rhode Island Supreme Court January 2014 - February 2014
Massachusetts State Senate May 2013 - August 2013
New Jersey Attorney General's Office May 2012 - August 2012
Wells Fargo Advisors February 2011 - August 2011
Meyner and Landis LLP December 2009 - January 2010
US Department of Labor May 2008 - August 2008
Skills
Corporate Law, Politics, International Relations, Westlaw, Legal Writing, Legal Research, Employment Law, Courts, Appeals, Legislative Relations, Litigation
Education
Boston College Law School 2011 — 2014
J.D., Law
Lafayette College 2006 — 2010
A.B., History
Red Bank Catholic High School 2002 — 2006
GED, High School
Vince Murphy's Wells Fargo Advisors Experience June 2013 - August 2013
Job Commercial Assurance Intern at EY
Industry
Experience
EY June 2014 - Present
Boston College Alumni Association September 2012 - Present
Wells Fargo Advisors June 2013 - August 2013
Interlachen Country Club June 2008 - August 2012
Skills
Microsoft Office
Education
Boston College - Carroll School of Management 2011 — 2015
Copenhagen Business School 2013 — 2013
Exchange Program
Saint Thomas Academy 2007 — 2011
EY June 2014 - Present
Boston College Alumni Association September 2012 - Present
Wells Fargo Advisors June 2013 - August 2013
Interlachen Country Club June 2008 - August 2012
Skills
Microsoft Office
Education
Boston College - Carroll School of Management 2011 — 2015
Copenhagen Business School 2013 — 2013
Exchange Program
Saint Thomas Academy 2007 — 2011
Gerald Goldberg's Wells Fargo Advisors Experience August 1996 - June 2014
Job Managing Principal at Goldberg, Yolles & Lepore LLC
Industry Financial Services
Experience
Goldberg, Yolles & Lepore LLC June 2014 - Present
Wells Fargo Advisors August 1996 - June 2014
Bingham Dana and Gould, LLP October 1993 - August 1996
Schatz & Schatz, Ribicoff and Kotkin October 1991 - October 1993
Dreyer and Traub August 1990 - September 1991
Education
The George Washington University Law School 1987 — 1990
JD
Binghamton University 1984 — 1987
BA, Political Science, concentration in World Political Economics
Goldberg, Yolles & Lepore LLC June 2014 - Present
Wells Fargo Advisors August 1996 - June 2014
Bingham Dana and Gould, LLP October 1993 - August 1996
Schatz & Schatz, Ribicoff and Kotkin October 1991 - October 1993
Dreyer and Traub August 1990 - September 1991
Education
The George Washington University Law School 1987 — 1990
JD
Binghamton University 1984 — 1987
BA, Political Science, concentration in World Political Economics
Kristen Polchinski Kristen Polchinski's Wells Fargo Advisors Experience August 2004 - Present
Job Vice President, Community Affairs at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors August 2004 - Present
Skills
Planview, Volunteer Management, Banking, Microsoft Office, Process Improvement, Risk Management, Strategic Planning, Financial Services, Relationship Management, Cross-functional Team..., Leadership, Program Management, Training
Education
Boston College - Wallace E. Carroll Graduate School of Management
Certificate in Corporate Citizenship Management
Virginia Commonwealth University - School of Business
Bachelor of Science, Real Estate, Finance and Economics
Wells Fargo Advisors August 2004 - Present
Skills
Planview, Volunteer Management, Banking, Microsoft Office, Process Improvement, Risk Management, Strategic Planning, Financial Services, Relationship Management, Cross-functional Team..., Leadership, Program Management, Training
Education
Boston College - Wallace E. Carroll Graduate School of Management
Certificate in Corporate Citizenship Management
Virginia Commonwealth University - School of Business
Bachelor of Science, Real Estate, Finance and Economics
Mark Perunovich Mark Perunovich's Wells Fargo Advisors Experience June 2009 - November 2011
Job VP Marketing at Gradient Financial Group
Industry Financial Services
Experience
Gradient Home Mortgage November 2011 - Present
Wells Fargo Advisors June 2009 - November 2011
UBS March 2002 - June 2009
Skills
Series 7, Investments, Series 63, Marketing, Retirement Planning, Retirement, Wealth Management, Loan Origination, Mortgage Lending, Uniform Combined State..., Banking, Strategic Financial..., Sales, Sales Management, Financial Analysis, Fixed Annuities, Strategic Planning, Financial Services, Insurance, Marketing Strategy, Asset Management, Mutual Funds, Financial Advisory, Asset Allocation, Financial Planning
Education
Bethel University
Business Marketing
Gradient Home Mortgage November 2011 - Present
Wells Fargo Advisors June 2009 - November 2011
UBS March 2002 - June 2009
Skills
Series 7, Investments, Series 63, Marketing, Retirement Planning, Retirement, Wealth Management, Loan Origination, Mortgage Lending, Uniform Combined State..., Banking, Strategic Financial..., Sales, Sales Management, Financial Analysis, Fixed Annuities, Strategic Planning, Financial Services, Insurance, Marketing Strategy, Asset Management, Mutual Funds, Financial Advisory, Asset Allocation, Financial Planning
Education
Bethel University
Business Marketing
Louis Cascetti's Wells Fargo Advisors Experience May 2009 - August 2009
Job Research Analyst at Chatham Partners
Industry Higher Education
Experience
Chatham Partners August 2011 - Present
Citigroup June 2010 - August 2010
Wells Fargo Advisors May 2009 - August 2009
Skills
SPSS, Market Research, Quantitative Research, Stata, Research, Financial Modeling
Education
Boston College - Carroll School of Management 2007 — 2011
BSc, Finance, Economics
Chatham Partners August 2011 - Present
Citigroup June 2010 - August 2010
Wells Fargo Advisors May 2009 - August 2009
Skills
SPSS, Market Research, Quantitative Research, Stata, Research, Financial Modeling
Education
Boston College - Carroll School of Management 2007 — 2011
BSc, Finance, Economics
Scott Hafler Scott Hafler's Wells Fargo Advisors Experience September 2007 - Present
Job Vice President Investment Officer / Financial Advisor at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors September 2007 - Present
Time Warner Cable 1995 - 2007
Professional Careers Institute 1992 - 1994
Skills
Investments, Vendor Management, Financial Analysis, Finance, Risk Management, Process Improvement, Mutual Funds, Financial Advisory, Securities, Asset Allocation, Retirement Planning, Marketing, Customer Service, Strategic Planning, Retirement, Account Management, Financial Services
Education
Binghamton University 1981 — 1985
Wells Fargo Advisors September 2007 - Present
Time Warner Cable 1995 - 2007
Professional Careers Institute 1992 - 1994
Skills
Investments, Vendor Management, Financial Analysis, Finance, Risk Management, Process Improvement, Mutual Funds, Financial Advisory, Securities, Asset Allocation, Retirement Planning, Marketing, Customer Service, Strategic Planning, Retirement, Account Management, Financial Services
Education
Binghamton University 1981 — 1985
Andrew Razman Andrew Razman's Wells Fargo Advisors Experience June 2013 - August 2013
Job Investment Banking Summer Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2015 - Present
Longitude Capital June 2014 - July 2014
Cornell University January 2014 - June 2014
Credit Suisse April 2014 - April 2014
Mutual Investment Club of Cornell September 2013 - February 2014
Wells Fargo Advisors June 2013 - August 2013
St. Johns Riverside Hospital June 2011 - August 2011
Education
Cornell University 2013 — 2016
Candidate for Bachelor of Science, Applied Economics and Management
Boston University 2012 — 2013
Rye Country Day School 1999 — 2012
J.P. Morgan June 2015 - Present
Longitude Capital June 2014 - July 2014
Cornell University January 2014 - June 2014
Credit Suisse April 2014 - April 2014
Mutual Investment Club of Cornell September 2013 - February 2014
Wells Fargo Advisors June 2013 - August 2013
St. Johns Riverside Hospital June 2011 - August 2011
Education
Cornell University 2013 — 2016
Candidate for Bachelor of Science, Applied Economics and Management
Boston University 2012 — 2013
Rye Country Day School 1999 — 2012
Bryan Copley Bryan Copley's Wells Fargo Advisors Experience April 2013 - September 2013
Job CEO at Everyhome
Industry Information Technology and Services
Experience
StormSensor, Inc. August 2015 - Present
Everyhome July 2015 - Present
Seattle Symphony September 2014 - Present
Rebls October 2011 - July 2015
Wells Fargo Advisors April 2013 - September 2013
ADT Security Services November 2008 - May 2013
30th Legislative District April 2008 - April 2012
Wells Fargo Home Mortgage September 2010 - April 2011
JCO Financial April 2007 - April 2010
Mortgage Relief December 2008 - December 2009
Skills
Entrepreneurship, Start-ups, Sales, Real Estate, Marketing, New Business Development, Lead Generation, Finance, CRM, Loans, Strategic Partnerships, Direct Sales, Small Business, Customer Service, Selling, Sales Process, Business Development, Management, Economics, Mortgage Lending, B2B, Solution Selling, Leadership, Business Planning, Business Strategy, Sales Management, Executive Management, Strategy, Negotiation, Account Management, Online Marketing, Salesforce.com, Product Marketing, Team Building, Strategic Planning, Sales Operations, E-commerce, SaaS, Sales Presentations, Cold Calling, Customer Retention, Team Leadership, Agile Methodologies, Scrum, Product Management, Enterprise Software
Education
General Assembly 2015 — 2015
Product Management, Certificate
Big Bend Community College 2000 — 2002
NA, Music Theory and Composition
University of Washington 1998 — 1999
NA, UW Ext Undergrad Courses
Lake Stevens High School 1995 — 1999
StormSensor, Inc. August 2015 - Present
Everyhome July 2015 - Present
Seattle Symphony September 2014 - Present
Rebls October 2011 - July 2015
Wells Fargo Advisors April 2013 - September 2013
ADT Security Services November 2008 - May 2013
30th Legislative District April 2008 - April 2012
Wells Fargo Home Mortgage September 2010 - April 2011
JCO Financial April 2007 - April 2010
Mortgage Relief December 2008 - December 2009
Skills
Entrepreneurship, Start-ups, Sales, Real Estate, Marketing, New Business Development, Lead Generation, Finance, CRM, Loans, Strategic Partnerships, Direct Sales, Small Business, Customer Service, Selling, Sales Process, Business Development, Management, Economics, Mortgage Lending, B2B, Solution Selling, Leadership, Business Planning, Business Strategy, Sales Management, Executive Management, Strategy, Negotiation, Account Management, Online Marketing, Salesforce.com, Product Marketing, Team Building, Strategic Planning, Sales Operations, E-commerce, SaaS, Sales Presentations, Cold Calling, Customer Retention, Team Leadership, Agile Methodologies, Scrum, Product Management, Enterprise Software
Education
General Assembly 2015 — 2015
Product Management, Certificate
Big Bend Community College 2000 — 2002
NA, Music Theory and Composition
University of Washington 1998 — 1999
NA, UW Ext Undergrad Courses
Lake Stevens High School 1995 — 1999
John Spatola John Spatola's Wells Fargo Advisors Experience February 2010 - September 2010
Job United Nations Federal Credit Union
Industry Financial Services
Experience
UNFCU Financial Advisors, LLC. July 2015 - Present
JP Morgan Chase Bank, N.A. September 2010 - July 2015
Wells Fargo Advisors February 2010 - September 2010
Smith Barney/ Morgan Stanley Smith Barney January 2007 - February 2010
CAI NJ 2008 - 2010
FYE September 2004 - December 2006
Brookstone August 2003 - September 2004
Best Buy August 2000 - July 2003
Blockbuster March 1999 - August 2000
Sophisticated Treats June 1995 - February 1999
Education
University of Phoenix 2005 — 2006
Finance, Business Management
Bergen Community College 1997 — 1998
Finance
UNFCU Financial Advisors, LLC. July 2015 - Present
JP Morgan Chase Bank, N.A. September 2010 - July 2015
Wells Fargo Advisors February 2010 - September 2010
Smith Barney/ Morgan Stanley Smith Barney January 2007 - February 2010
CAI NJ 2008 - 2010
FYE September 2004 - December 2006
Brookstone August 2003 - September 2004
Best Buy August 2000 - July 2003
Blockbuster March 1999 - August 2000
Sophisticated Treats June 1995 - February 1999
Education
University of Phoenix 2005 — 2006
Finance, Business Management
Bergen Community College 1997 — 1998
Finance
Sumayya Ulukan's Wells Fargo Advisors Experience 2008 - 2012
Job Advisory Services, CEB
Industry Financial Services
Experience
CEB 2012 - Present
Wells Fargo Advisors 2008 - 2012
Wells Fargo Advisors 2005 - 2008
Wachovia Securities Financial Network 2003 - 2005
First Union Securities 2002 - 2003
Skills
Management, Strategy, Strategic Planning, Business Strategy, Investments, Financial Modeling, Financial Services, Management Consulting, Leadership, Program Management
Education
Bethany College
Bachelors, Economics
Georgetown University
Certificate in Financial Planning
The George Washington University - School of Business
MBA, International Business and Finance
CEB 2012 - Present
Wells Fargo Advisors 2008 - 2012
Wells Fargo Advisors 2005 - 2008
Wachovia Securities Financial Network 2003 - 2005
First Union Securities 2002 - 2003
Skills
Management, Strategy, Strategic Planning, Business Strategy, Investments, Financial Modeling, Financial Services, Management Consulting, Leadership, Program Management
Education
Bethany College
Bachelors, Economics
Georgetown University
Certificate in Financial Planning
The George Washington University - School of Business
MBA, International Business and Finance
Tiffany Del Santo Tiffany Del Santo's Wells Fargo Advisors Experience March 2004 - October 2012
Job Financial Services Professional
Industry Financial Services
Experience
LPL Finanical 2012 - 2014
Wells Fargo Advisors March 2004 - October 2012
Skills
Series 7, FINRA, Series 63, Financial Services, Securities, Mutual Funds, Investments
Education
South Dakota School of Mines and Technology
Black Hills State University
LPL Finanical 2012 - 2014
Wells Fargo Advisors March 2004 - October 2012
Skills
Series 7, FINRA, Series 63, Financial Services, Securities, Mutual Funds, Investments
Education
South Dakota School of Mines and Technology
Black Hills State University
Liz (McKenzie) Smith's Wells Fargo Advisors Experience January 2011 - June 2015
Job AVP, Relationship Associate
Industry Financial Services
Experience
Credit Suisse Securities (USA) LLC June 2015 - Present
Wells Fargo Advisors January 2011 - June 2015
Raymond James Financial Inc. May 2006 - January 2011
Prudential Financial 2000 - 2002
Paine Webber 1997 - 2000
Raymond James 1994 - 1997
Flack & Kurtz 1986 - 1990
Skills
Investments, Microsoft Office, Microsoft Word, Outlook, Marketing, Fixed Annuities, PowerPoint, Public Speaking, Financial Advisory, Financial Services, Customer Service, English, Windows, Teaching, Photoshop, Negotiation, Editing
Education
Bergen Community College 1984 — 1986
Associate's degree, Marketing/Marketing Management, General
Credit Suisse Securities (USA) LLC June 2015 - Present
Wells Fargo Advisors January 2011 - June 2015
Raymond James Financial Inc. May 2006 - January 2011
Prudential Financial 2000 - 2002
Paine Webber 1997 - 2000
Raymond James 1994 - 1997
Flack & Kurtz 1986 - 1990
Skills
Investments, Microsoft Office, Microsoft Word, Outlook, Marketing, Fixed Annuities, PowerPoint, Public Speaking, Financial Advisory, Financial Services, Customer Service, English, Windows, Teaching, Photoshop, Negotiation, Editing
Education
Bergen Community College 1984 — 1986
Associate's degree, Marketing/Marketing Management, General
Chelsea Tamuk's Wells Fargo Advisors Experience June 2012 - August 2012
Job Asset Management Analyst at Cabot Properties, Inc.
Industry Real Estate
Experience
Cabot Properties, Inc. September 2014 - Present
Cabot Properties, Inc. June 2014 - August 2014
Bentley University 2010 - May 2014
Cabot Properties, Inc. June 2013 - August 2013
Wells Fargo Advisors June 2012 - August 2012
The Village Way June 2009 - August 2011
Bentley University Honors Program 2010 - 2011
Skills
PowerPoint, Outlook, Microsoft Office, SPSS, Crystal Ball, Microsoft Excel, Microsoft Word, Social Media, Facebook, Sales, Peachtree, SmartStation, MRI Software, Argus Modeling
Education
Bentley University 2010 — 2014
Bachelor of Science (B.S.), Economics and Finance, 3.47
Cabot Properties, Inc. September 2014 - Present
Cabot Properties, Inc. June 2014 - August 2014
Bentley University 2010 - May 2014
Cabot Properties, Inc. June 2013 - August 2013
Wells Fargo Advisors June 2012 - August 2012
The Village Way June 2009 - August 2011
Bentley University Honors Program 2010 - 2011
Skills
PowerPoint, Outlook, Microsoft Office, SPSS, Crystal Ball, Microsoft Excel, Microsoft Word, Social Media, Facebook, Sales, Peachtree, SmartStation, MRI Software, Argus Modeling
Education
Bentley University 2010 — 2014
Bachelor of Science (B.S.), Economics and Finance, 3.47
Steven Audino, MBA Financial Advisor Steven Audino, MBA Financial Advisor's Wells Fargo Advisors Experience December 2010 - Present
Job .
Industry Financial Services
Experience
Wells Fargo Advisors December 2010 - Present
USAA October 2009 - October 2010
GlobalBankVision Consulting January 2009 - October 2009
Washington Mutual May 2002 - January 2009
Skills
Banking, Business Strategy, Due Diligence, Finance, Financial Advisory, Financial Analysis, Financial Modeling, Financial Services, Insurance, Investments, Mortgage Lending, Relationship Management, Retirement Planning, Securities, Strategy, Strategic Planning, Wealth Management
Education
Lead Brevard 2011 — 2012
William E. Simon School of Business 1994 — 1996
MBA, Finance & Corporate Accounting
Bentley University 1988 — 1992
B.S., Finance - Magna Cum Laude
Melbourne Central Catholic 1986 — 1988
Wells Fargo Advisors December 2010 - Present
USAA October 2009 - October 2010
GlobalBankVision Consulting January 2009 - October 2009
Washington Mutual May 2002 - January 2009
Skills
Banking, Business Strategy, Due Diligence, Finance, Financial Advisory, Financial Analysis, Financial Modeling, Financial Services, Insurance, Investments, Mortgage Lending, Relationship Management, Retirement Planning, Securities, Strategy, Strategic Planning, Wealth Management
Education
Lead Brevard 2011 — 2012
William E. Simon School of Business 1994 — 1996
MBA, Finance & Corporate Accounting
Bentley University 1988 — 1992
B.S., Finance - Magna Cum Laude
Melbourne Central Catholic 1986 — 1988
Nathan Schilz Nathan Schilz's Wells Fargo Advisors Experience March 2012 - November 2013
Job Sound Designer/ Engineer; Composer/ Producer
Industry Performing Arts
Experience
Oklahoma City University August 2015 - Present
Studio Alethea Productions March 2008 - Present
Utah Festival Opera & Musical Theatre May 2015 - August 2015
Mixed Blood Theatre 2013 - 2015
Trollwood Performing Arts School May 2014 - August 2014
Wells Fargo Advisors March 2012 - November 2013
Satori Financial-Mortgage Group June 2010 - March 2012
Nate Giller Productions June 2010 - October 2010
Morgan Drums March 2010 - April 2010
Wells Fargo May 2009 - February 2010
Skills
Attention To Detail, Creative Problem Solving, Communication, Audio Engineering, Pro Tools, Piano, Guitar, Music Theory, Film Scoring, Orchestration, Drums, Bass, Multi-instrumentalist, Music, Sound, Recording, Sound Design, Composition, Theatre, Musical Theatre, Songwriting, Film, Short Films, Finale, Writing, Performing Arts
Education
Berklee College of Music 2013 — 2014
Master Certificate of Arranging and Orchestration, Composition and Orchestration
Saint Mary's University of Minnesota 2003 — 2009
Bachelor of Arts, Philosophy
Institute of Production and Recording 2007 — 2008
Pro Tools Certification, 7.4 HD3
Pekin Community High School 2000 — 2003
High School Diploma
Oklahoma City University August 2015 - Present
Studio Alethea Productions March 2008 - Present
Utah Festival Opera & Musical Theatre May 2015 - August 2015
Mixed Blood Theatre 2013 - 2015
Trollwood Performing Arts School May 2014 - August 2014
Wells Fargo Advisors March 2012 - November 2013
Satori Financial-Mortgage Group June 2010 - March 2012
Nate Giller Productions June 2010 - October 2010
Morgan Drums March 2010 - April 2010
Wells Fargo May 2009 - February 2010
Skills
Attention To Detail, Creative Problem Solving, Communication, Audio Engineering, Pro Tools, Piano, Guitar, Music Theory, Film Scoring, Orchestration, Drums, Bass, Multi-instrumentalist, Music, Sound, Recording, Sound Design, Composition, Theatre, Musical Theatre, Songwriting, Film, Short Films, Finale, Writing, Performing Arts
Education
Berklee College of Music 2013 — 2014
Master Certificate of Arranging and Orchestration, Composition and Orchestration
Saint Mary's University of Minnesota 2003 — 2009
Bachelor of Arts, Philosophy
Institute of Production and Recording 2007 — 2008
Pro Tools Certification, 7.4 HD3
Pekin Community High School 2000 — 2003
High School Diploma
Katherine Olear Katherine Olear's Wells Fargo Advisors Experience June 2009 - June 2010
Job Technical Support Services at IBM
Industry Computer Software
Experience
IBM February 2015 - Present
IBM September 2012 - January 2015
IBM October 2013 - January 2014
IBM May 2012 - August 2012
Law Office of Andrew L. Jones January 2012 - May 2012
America's 401k, Inc. June 2010 - August 2010
Wells Fargo Advisors June 2009 - June 2010
J. Crew March 2009 - May 2010
Skills
Notary Public, Windows, CRM, Microsoft Office, Sales, Microsoft Excel, Analysis, Databases, Cold Calling, Customer Service, Fashion, SaaS, Social Media, Social Networking, Mathematics, Applied Mathematics, Data Analysis, Social Media Marketing, Solution Selling, Leadership, Salesforce.com, Direct Sales, Cloud Computing, Time Management, Team Leadership, Account Management, Customer Satisfaction, IBM Products
Education
Southern Methodist University 2008 — 2012
Bachelor of Science (BS), Computational and Applied Mathematics
Boston University 2011 — 2011
Accounting and Computer Science
IBM February 2015 - Present
IBM September 2012 - January 2015
IBM October 2013 - January 2014
IBM May 2012 - August 2012
Law Office of Andrew L. Jones January 2012 - May 2012
America's 401k, Inc. June 2010 - August 2010
Wells Fargo Advisors June 2009 - June 2010
J. Crew March 2009 - May 2010
Skills
Notary Public, Windows, CRM, Microsoft Office, Sales, Microsoft Excel, Analysis, Databases, Cold Calling, Customer Service, Fashion, SaaS, Social Media, Social Networking, Mathematics, Applied Mathematics, Data Analysis, Social Media Marketing, Solution Selling, Leadership, Salesforce.com, Direct Sales, Cloud Computing, Time Management, Team Leadership, Account Management, Customer Satisfaction, IBM Products
Education
Southern Methodist University 2008 — 2012
Bachelor of Science (BS), Computational and Applied Mathematics
Boston University 2011 — 2011
Accounting and Computer Science
Rizwan Bukhari Rizwan Bukhari's Wells Fargo Advisors Experience February 2011 - Present
Job Private Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Advisors February 2011 - Present
Skills
Wealth Management, Investments, Retirement Planning, Series 6, Series 7, Series 63, Series 65
Education
Boise State University 2004 — 2008
Bachelor's Degree, Accounting and Finance
University of the Punjab, Lahore 1992 — 1996
Bachelor's Degree, Economics
Wells Fargo Advisors February 2011 - Present
Skills
Wealth Management, Investments, Retirement Planning, Series 6, Series 7, Series 63, Series 65
Education
Boise State University 2004 — 2008
Bachelor's Degree, Accounting and Finance
University of the Punjab, Lahore 1992 — 1996
Bachelor's Degree, Economics
Justin Geller Justin Geller's Wells Fargo Advisors Experience April 2008 - June 2013
Job CoFounder and COO at PaintZen
Industry Consumer Services
Experience
PaintZen January 2013 - Present
MyClean October 2009 - Present
Wells Fargo Advisors April 2008 - June 2013
Smith Barney July 2004 - July 2008
Coupons4Campus.com August 1998 - June 2001
Education
Binghamton University - School of Management 1998 — 2002
BS, Finance & MIS
Saddle River Day 1996 — 1998
Bachelor's degree
PaintZen January 2013 - Present
MyClean October 2009 - Present
Wells Fargo Advisors April 2008 - June 2013
Smith Barney July 2004 - July 2008
Coupons4Campus.com August 1998 - June 2001
Education
Binghamton University - School of Management 1998 — 2002
BS, Finance & MIS
Saddle River Day 1996 — 1998
Bachelor's degree
Jeannie Jackson, CFP®'s Wells Fargo Advisors Experience August 1999 - February 2001
Job Certified Financial Planner ™ Founder of Eagle Creek Financial Advisors
Industry Financial Services
Experience
Eagle Creek Financial Advisors, LLC June 2015 - Present
Eagle Creek Financial Advisors June 2015 - Present
Stevens Foster Financial Advisors December 2007 - May 2015
LPL Financial February 2008 - June 2014
ING National Trust July 2006 - December 2007
Financial Network Investment Corporation, Member SIPC April 2001 - July 2006
Chase Taylor Financial February 2001 - July 2006
Wells Fargo Advisors August 1999 - February 2001
Wells Fargo Advisors September 1987 - July 1996
Skills
Investments, Retirement Planning, Series 7, Strategic Financial..., Financial Planning, Mutual Funds, Management, FINRA, Branch Management, Securities, Wealth Management, Portfolio Management, High Net Worth..., Insurance, Compliance, Banking, Financial Services, Financial Advisory, Registered Investment..., Relationship Building, Investment Management, Investment Strategies, Collaborative Practice, Holistic Financial...
Education
Bethel University
Bachelor of Arts (B.A.), Business Management
Edison High School Minneapolis, MN
Minnesota State University, Mankato
Financial Planning Certificate, CFP Board-Registered Program
Eagle Creek Financial Advisors, LLC June 2015 - Present
Eagle Creek Financial Advisors June 2015 - Present
Stevens Foster Financial Advisors December 2007 - May 2015
LPL Financial February 2008 - June 2014
ING National Trust July 2006 - December 2007
Financial Network Investment Corporation, Member SIPC April 2001 - July 2006
Chase Taylor Financial February 2001 - July 2006
Wells Fargo Advisors August 1999 - February 2001
Wells Fargo Advisors September 1987 - July 1996
Skills
Investments, Retirement Planning, Series 7, Strategic Financial..., Financial Planning, Mutual Funds, Management, FINRA, Branch Management, Securities, Wealth Management, Portfolio Management, High Net Worth..., Insurance, Compliance, Banking, Financial Services, Financial Advisory, Registered Investment..., Relationship Building, Investment Management, Investment Strategies, Collaborative Practice, Holistic Financial...
Education
Bethel University
Bachelor of Arts (B.A.), Business Management
Edison High School Minneapolis, MN
Minnesota State University, Mankato
Financial Planning Certificate, CFP Board-Registered Program
Brian Vander Lugt, CFP® Brian Vander Lugt, CFP®'s Wells Fargo Advisors Experience October 2008 - March 2010
Job Financial Consultant at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co. March 2010 - Present
Wells Fargo Advisors October 2008 - March 2010
A.G. Edwards & Sons, Inc. May 2007 - October 2008
Skills
401k Rollovers, Retirement Planning, Estate Planning, Strategic Financial..., Wealth Management..., Investments, Multi-generational..., Asset Allocation, Life Insurance, Education Funding, 529 Plans, Series 7, Uniform Combined State..., Series 63, Mutual Funds, 401k, Asset Management, Portfolio Management, Long-term Care, Equities, IRAs, ETFs, Financial Services, Fixed Income, Retirement, Fixed Annuities, Investment Strategies, Finance, Wealth Management, Financial Planning
Education
Bethel University 2002 — 2006
Bachelor of Arts (B.A.), Business - Finance/Marketing
Benjamin F. Edwards & Co. March 2010 - Present
Wells Fargo Advisors October 2008 - March 2010
A.G. Edwards & Sons, Inc. May 2007 - October 2008
Skills
401k Rollovers, Retirement Planning, Estate Planning, Strategic Financial..., Wealth Management..., Investments, Multi-generational..., Asset Allocation, Life Insurance, Education Funding, 529 Plans, Series 7, Uniform Combined State..., Series 63, Mutual Funds, 401k, Asset Management, Portfolio Management, Long-term Care, Equities, IRAs, ETFs, Financial Services, Fixed Income, Retirement, Fixed Annuities, Investment Strategies, Finance, Wealth Management, Financial Planning
Education
Bethel University 2002 — 2006
Bachelor of Arts (B.A.), Business - Finance/Marketing
Thomas Metzger's Wells Fargo Advisors Experience January 2014 - Present
Job Regional Brokerage Manager at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 2014 - Present
J.P. Morgan June 2010 - January 2014
JPMorgan Chase March 2007 - June 2010
Skills
Investments, Retirement Planning, Mutual Funds, Finance, Spanish, Public Speaking, Sales Management, Employee Training, Management, Portfolio Management, Insurance, Banking, Asset Management, Asset Allocation, Financial Services, Investment Advisory, Financial Planning, Training & Development
Education
Bethany Lutheran College 2001 — 2006
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities, Honors
La Academia de Espanol Quito, Ecuador
Certificate of Advanced Proficiency, Spanish Language and Literature
La Universidad de Granada, Spain
Spanish Language and Literature, Sobresaliente
Wells Fargo Advisors January 2014 - Present
J.P. Morgan June 2010 - January 2014
JPMorgan Chase March 2007 - June 2010
Skills
Investments, Retirement Planning, Mutual Funds, Finance, Spanish, Public Speaking, Sales Management, Employee Training, Management, Portfolio Management, Insurance, Banking, Asset Management, Asset Allocation, Financial Services, Investment Advisory, Financial Planning, Training & Development
Education
Bethany Lutheran College 2001 — 2006
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities, Honors
La Academia de Espanol Quito, Ecuador
Certificate of Advanced Proficiency, Spanish Language and Literature
La Universidad de Granada, Spain
Spanish Language and Literature, Sobresaliente
Brenda Marshall's Wells Fargo Advisors Experience June 2014 - Present
Job Regional Support Center Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors June 2014 - Present
Morgan Stanley Wealth Management February 2013 - June 2014
Wells Fargo Advisors April 1999 - August 2012
Fidelity Investments January 1993 - April 1999
Education
Bob Jones University
B.S. in Science
Salem Academy
Wells Fargo Advisors June 2014 - Present
Morgan Stanley Wealth Management February 2013 - June 2014
Wells Fargo Advisors April 1999 - August 2012
Fidelity Investments January 1993 - April 1999
Education
Bob Jones University
B.S. in Science
Salem Academy
Kirsten Puntiri Kirsten Puntiri's Wells Fargo Advisors Experience June 2007 - August 2011
Job Financial Planning Specialist at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2011 - Present
Wells Fargo Advisors June 2007 - August 2011
Skills
Retirement Planning, Investments, Series 7, Mutual Funds, Retirement, Estate Planning, Financial Services, Insurance, Series 63, Financial Advisory, Equities, Fixed Annuities
Education
University of Massachusetts, Amherst 2001 — 2005
Bachelor of Science (BS), Economics
Boston University
College of Financial Planning
Ameriprise Financial Services, Inc. September 2011 - Present
Wells Fargo Advisors June 2007 - August 2011
Skills
Retirement Planning, Investments, Series 7, Mutual Funds, Retirement, Estate Planning, Financial Services, Insurance, Series 63, Financial Advisory, Equities, Fixed Annuities
Education
University of Massachusetts, Amherst 2001 — 2005
Bachelor of Science (BS), Economics
Boston University
College of Financial Planning
Harrison Ameen's Wells Fargo Advisors Experience March 2013 - May 2013
Job Credit Research Assistant at Loomis, Sayles & Company
Industry Financial Services
Experience
Loomis, Sayles & Company June 2015 - Present
MFS Investment Management June 2014 - August 2014
MFS Investment Management June 2013 - August 2013
Wells Fargo Advisors March 2013 - May 2013
MFS Investment Management June 2012 - August 2012
Education
Bentley University 2011 — 2015
Bachelor of Science (B.S.), Finance
Andover High School 2007 — 2011
Loomis, Sayles & Company June 2015 - Present
MFS Investment Management June 2014 - August 2014
MFS Investment Management June 2013 - August 2013
Wells Fargo Advisors March 2013 - May 2013
MFS Investment Management June 2012 - August 2012
Education
Bentley University 2011 — 2015
Bachelor of Science (B.S.), Finance
Andover High School 2007 — 2011
Shawn Rohrig Shawn Rohrig's Wells Fargo Advisors Experience January 2010 - April 2011
Job Vice President Financial Advisor at Hazlett, Burt & Watson, Inc.
Industry Financial Services
Experience
Hazlett, Burt & Watson, Inc. April 2011 - Present
Wells Fargo Advisors January 2010 - April 2011
First Investors June 2009 - October 2009
Skills
Retirement Planning, Investment Advisory, Stocks, Bonds, ETFs, Mutual Funds, Fixed Annuities, Variable Annuities, Long-term Care, Disability Insurance, Life Insurance, Buy-sell Agreements, Qualified Retirement...
Education
Bethany College 2005 — 2009
Bachelor of Arts (B.A.), Financial Economics
Wheeling Central 2001 — 2005
High School Graduate, High School/Secondary Diplomas and Certificates
Hazlett, Burt & Watson, Inc. April 2011 - Present
Wells Fargo Advisors January 2010 - April 2011
First Investors June 2009 - October 2009
Skills
Retirement Planning, Investment Advisory, Stocks, Bonds, ETFs, Mutual Funds, Fixed Annuities, Variable Annuities, Long-term Care, Disability Insurance, Life Insurance, Buy-sell Agreements, Qualified Retirement...
Education
Bethany College 2005 — 2009
Bachelor of Arts (B.A.), Financial Economics
Wheeling Central 2001 — 2005
High School Graduate, High School/Secondary Diplomas and Certificates
Nadida Amatullah-Matin Nadida Amatullah-Matin's Wells Fargo Advisors Experience September 2014 - Present
Job Regional Supervisor at Wells Fargo Advisors
Industry Investment Management
Experience
Wells Fargo Advisors September 2014 - Present
Wells Fargo Advisors February 2010 - August 2014
Wells Fargo Advisors September 2008 - January 2010
Wachovia Securities February 2005 - September 2008
Skills
Financial Services, Series 7, Mutual Funds, Investments, Series 63, Alternative Investments, Financial Analysis, Uniform Combined State..., Securities, Finance, Asset Allocation, FINRA, Microsoft Office, Financial Advisory, Program Management, Leadership, Management, Fixed Income, Trading, Portfolio Management, Equities, Relationship Management, Wealth Management, Back Office, Series 9, New Account Opening, Investment Advisory, Series 65, Risk Management, Asset Management, Financial Risk, Customer Service
Education
Kaplan University 2013 — 2014
Master of Business Administration (MBA)
Bloomfield College 1985 — 1989
Bachelors of Science
Wells Fargo Advisors September 2014 - Present
Wells Fargo Advisors February 2010 - August 2014
Wells Fargo Advisors September 2008 - January 2010
Wachovia Securities February 2005 - September 2008
Skills
Financial Services, Series 7, Mutual Funds, Investments, Series 63, Alternative Investments, Financial Analysis, Uniform Combined State..., Securities, Finance, Asset Allocation, FINRA, Microsoft Office, Financial Advisory, Program Management, Leadership, Management, Fixed Income, Trading, Portfolio Management, Equities, Relationship Management, Wealth Management, Back Office, Series 9, New Account Opening, Investment Advisory, Series 65, Risk Management, Asset Management, Financial Risk, Customer Service
Education
Kaplan University 2013 — 2014
Master of Business Administration (MBA)
Bloomfield College 1985 — 1989
Bachelors of Science
Christopher Gagliarducci's Wells Fargo Advisors Experience June 2010 - August 2010
Job Developer, Archer eGRC
Industry Information Technology and Services
Experience
EMC September 2013 - Present
People's United Bank June 2011 - August 2012
Wells Fargo Advisors June 2010 - August 2010
Skills
Microsoft Office, HTML, SQL, XHTML, Java, JavaScript, SAP, Financial Analysis, Access, Finance, Business Analysis, Credit, Data Analysis, Analysis, Archer
Education
Bentley University 2009 — 2013
BS in Computer Information Systems, Computer and Information Sciences, General
minnechaug regional high school
EMC September 2013 - Present
People's United Bank June 2011 - August 2012
Wells Fargo Advisors June 2010 - August 2010
Skills
Microsoft Office, HTML, SQL, XHTML, Java, JavaScript, SAP, Financial Analysis, Access, Finance, Business Analysis, Credit, Data Analysis, Analysis, Archer
Education
Bentley University 2009 — 2013
BS in Computer Information Systems, Computer and Information Sciences, General
minnechaug regional high school
Sylvia Kenner Sylvia Kenner's Wells Fargo Advisors Experience January 2005 - April 2010
Job CEO
Industry Financial Services
Experience
Self-employed August 2010 - Present
Fannie Mae April 2010 - January 2011
Wells Fargo Advisors January 2005 - April 2010
Skills
Financial Accounting, Economics, Business Objects
Education
Temple University 2001 — 2005
Master of Business Administration (M.B.A.), Economics
Bentley College 1999 — 2001
Bachelor of Business Administration (B.B.A.), Financial Planning and Services
Self-employed August 2010 - Present
Fannie Mae April 2010 - January 2011
Wells Fargo Advisors January 2005 - April 2010
Skills
Financial Accounting, Economics, Business Objects
Education
Temple University 2001 — 2005
Master of Business Administration (M.B.A.), Economics
Bentley College 1999 — 2001
Bachelor of Business Administration (B.B.A.), Financial Planning and Services
Robert Dhoore, Financial Advisor's Wells Fargo Advisors Experience August 2010 - September 2012
Job Financial Advisor at J.P. Morgan Securities LLC
Industry Financial Services
Experience
JP Morgan Securities June 2014 - Present
Fifth Third Bank October 2012 - May 2014
Wells Fargo Advisors August 2010 - September 2012
Wells Fargo Bank January 2010 - August 2010
Edward Jones Investments January 2009 - December 2009
Walsh Construction May 2004 - August 2008
Skills
Investments
Education
Bethel College 2004 — 2008
Business Administration, Finance and Accounting
La Porte High School
JP Morgan Securities June 2014 - Present
Fifth Third Bank October 2012 - May 2014
Wells Fargo Advisors August 2010 - September 2012
Wells Fargo Bank January 2010 - August 2010
Edward Jones Investments January 2009 - December 2009
Walsh Construction May 2004 - August 2008
Skills
Investments
Education
Bethel College 2004 — 2008
Business Administration, Finance and Accounting
La Porte High School
Michael Yarus Michael Yarus's Wells Fargo Advisors Experience May 2012 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors May 2012 - Present
UBS May 2008 - May 2012
Morgan Stanley December 2005 - May 2008
Skills
Retirement Planning, Finance, Wealth Management, Financial Advisory, Mutual Funds, Investments, Securities, Uniform Combined State..., Strategic Financial..., Asset Allocation
Education
State University of New York at Binghamton 1983 — 1985
Rockland Community College 1981 — 1983
Associate of Arts and Sciences (AAS), Business/Commerce, General
Wells Fargo Advisors May 2012 - Present
UBS May 2008 - May 2012
Morgan Stanley December 2005 - May 2008
Skills
Retirement Planning, Finance, Wealth Management, Financial Advisory, Mutual Funds, Investments, Securities, Uniform Combined State..., Strategic Financial..., Asset Allocation
Education
State University of New York at Binghamton 1983 — 1985
Rockland Community College 1981 — 1983
Associate of Arts and Sciences (AAS), Business/Commerce, General
Will Baay's Wells Fargo Advisors Experience May 2009 - August 2009
Job JD Candidate at Hebert Law Center
Industry Legal Services
Experience
Gieger Laborde & Laperouse, LLC July 2013 - July 2014
Avenue100 Media Solutions, Inc October 2012 - January 2013
Corporate Reimbursement Services, Inc. June 2011 - April 2012
Bees Moving and Storage May 2010 - June 2011
Wells Fargo Advisors May 2009 - August 2009
Rock 'n Bowl May 2009 - August 2009
Bumble 1900 - 1969
Skills
Social Media, Outlook, Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Research, Social Media Marketing
Education
Louisiana State University, Paul M. Hebert Law Center 2014 — 2017
Doctor of Law (J.D.)
Boston College 2007 — 2011
BS, Finance/Marketing
Gieger Laborde & Laperouse, LLC July 2013 - July 2014
Avenue100 Media Solutions, Inc October 2012 - January 2013
Corporate Reimbursement Services, Inc. June 2011 - April 2012
Bees Moving and Storage May 2010 - June 2011
Wells Fargo Advisors May 2009 - August 2009
Rock 'n Bowl May 2009 - August 2009
Bumble 1900 - 1969
Skills
Social Media, Outlook, Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Research, Social Media Marketing
Education
Louisiana State University, Paul M. Hebert Law Center 2014 — 2017
Doctor of Law (J.D.)
Boston College 2007 — 2011
BS, Finance/Marketing
Paul Roy, CFA, CFP®'s Wells Fargo Advisors Experience July 2006 - Present
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors July 2006 - Present
Wells Fargo Advisors May 2004 - July 2006
Education
College for Financial Planning 2009 — 2010
Boston University 2002 — 2006
Mechanical Engineering
The Hotchkiss School 1998 — 2002
Wells Fargo Advisors July 2006 - Present
Wells Fargo Advisors May 2004 - July 2006
Education
College for Financial Planning 2009 — 2010
Boston University 2002 — 2006
Mechanical Engineering
The Hotchkiss School 1998 — 2002
Joseph Marrocco's Wells Fargo Advisors Experience 2006 - 2010
Job Senior Vice PresidentInvestments at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc 2010 - Present
Wells Fargo Advisors 2006 - 2010
Morgan Stanley 2002 - 2006
Smith Barney 1996 - 2002
Education
Boston College 1981 — 1985
Bachelors, Economics
Hingham High School 1979 — 1981
UBS Financial Services Inc 2010 - Present
Wells Fargo Advisors 2006 - 2010
Morgan Stanley 2002 - 2006
Smith Barney 1996 - 2002
Education
Boston College 1981 — 1985
Bachelors, Economics
Hingham High School 1979 — 1981
Jeremy Dominik's Wells Fargo Advisors Experience October 2008 - August 2014
Job Legal Administrative Specialist at Cardinal Health
Industry Human Resources
Experience
Cardinal Health November 2014 - Present
Wells Fargo Advisors October 2008 - August 2014
Ohio Attorney General's Office May 2013 - August 2013
Ohio Nurses Association May 2012 - August 2012
NCR Building Better Communities AmeriCorps September 2010 - August 2011
St. Marys Aquatic Center May 2008 - September 2009
Skills
Community Outreach, Research, Policy, Legal Writing, Event Management, Administration, Public Speaking, Social Media, Nonprofits, Event Planning, Leadership, Customer Service, Training, Management
Education
Capital University Law School 2011 — 2014
Juris Doctor (J.D.), Law
The College of Wooster 2005 — 2009
Bachelor’s Degree, Sociology
Birkbeck, U. of London 2007 — 2007
Sociology
Memorial High School 2001 — 2005
High School
Cardinal Health November 2014 - Present
Wells Fargo Advisors October 2008 - August 2014
Ohio Attorney General's Office May 2013 - August 2013
Ohio Nurses Association May 2012 - August 2012
NCR Building Better Communities AmeriCorps September 2010 - August 2011
St. Marys Aquatic Center May 2008 - September 2009
Skills
Community Outreach, Research, Policy, Legal Writing, Event Management, Administration, Public Speaking, Social Media, Nonprofits, Event Planning, Leadership, Customer Service, Training, Management
Education
Capital University Law School 2011 — 2014
Juris Doctor (J.D.), Law
The College of Wooster 2005 — 2009
Bachelor’s Degree, Sociology
Birkbeck, U. of London 2007 — 2007
Sociology
Memorial High School 2001 — 2005
High School
François Bigot François Bigot's Wells Fargo Advisors Experience May 2011 - December 2013
Job Financial Advisor at Cape Securities, Inc.
Industry Financial Services
Experience
Cape Securities, Inc. July 2015 - Present
BB&T January 2014 - June 2015
Wells Fargo Advisors May 2011 - December 2013
Edward Jones July 2009 - April 2011
Automated Business Solutions, Inc. November 2006 - April 2009
Computershare 1999 - 2006
The Pioneer Group 1997 - 1999
The Pioneer Group 1996 - 1997
John Hancock Funds 1995 - 1996
Hancock Timber Recource Group 1988 - 1994
Skills
Mutual Funds, Retirement Planning, Investments, Securities, Wealth Management, Financial Risk, Estate Planning, Financial Analysis, Equities, Asset Allocation, Insurance, Fixed Annuities, Risk Management, Strategic Financial..., College Savings Plans, Asset Managment, Retirement
Education
Boston College - Wallace E. Carroll Graduate School of Management 1992 — 1993
Master of Science (MS), Finance
Virginia Polytechnic Institute and State University 1981 — 1985
B.S. Forestry, Industrial Forestry Operations
University of Florida 1979 — 1981
Associate of Arts
Cape Securities, Inc. July 2015 - Present
BB&T January 2014 - June 2015
Wells Fargo Advisors May 2011 - December 2013
Edward Jones July 2009 - April 2011
Automated Business Solutions, Inc. November 2006 - April 2009
Computershare 1999 - 2006
The Pioneer Group 1997 - 1999
The Pioneer Group 1996 - 1997
John Hancock Funds 1995 - 1996
Hancock Timber Recource Group 1988 - 1994
Skills
Mutual Funds, Retirement Planning, Investments, Securities, Wealth Management, Financial Risk, Estate Planning, Financial Analysis, Equities, Asset Allocation, Insurance, Fixed Annuities, Risk Management, Strategic Financial..., College Savings Plans, Asset Managment, Retirement
Education
Boston College - Wallace E. Carroll Graduate School of Management 1992 — 1993
Master of Science (MS), Finance
Virginia Polytechnic Institute and State University 1981 — 1985
B.S. Forestry, Industrial Forestry Operations
University of Florida 1979 — 1981
Associate of Arts
Muhaymin Dukes Muhaymin Dukes's Wells Fargo Advisors Experience January 2011 - May 2011
Job Specialist, MSPRC at Emblem Health
Industry Financial Services
Experience
Emblem Health October 2011 - Present
Wells Fargo Advisors January 2011 - May 2011
NJCU, Student Investment Management Group January 2011 - May 2011
A to Z Self Storage LLC January 2009 - November 2010
Geisinger Medical Center May 2006 - January 2009
Skills
Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Event Planning, Relationship Management, Coaching, Process Improvement, Access, Lotus Notes, Analysis, Strategic Financial..., Outlook, Data Analysis, Data Entry, Healthcare, Accounting, Insurance, Budgets, Leadership, Management, CRM
Education
New Jersey City University 2009 — 2011
B.S., Business Management, 3.0
New Jersey City University 2009 — 2011
Bachelor of Science, Business Administration; Management
Bloomsburg University of Pennsylvania 2006 — 2009
Emblem Health October 2011 - Present
Wells Fargo Advisors January 2011 - May 2011
NJCU, Student Investment Management Group January 2011 - May 2011
A to Z Self Storage LLC January 2009 - November 2010
Geisinger Medical Center May 2006 - January 2009
Skills
Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Event Planning, Relationship Management, Coaching, Process Improvement, Access, Lotus Notes, Analysis, Strategic Financial..., Outlook, Data Analysis, Data Entry, Healthcare, Accounting, Insurance, Budgets, Leadership, Management, CRM
Education
New Jersey City University 2009 — 2011
B.S., Business Management, 3.0
New Jersey City University 2009 — 2011
Bachelor of Science, Business Administration; Management
Bloomsburg University of Pennsylvania 2006 — 2009
Emily Manns's Wells Fargo Advisors Experience May 2012 - September 2012
Job J.D. Candidate at Washington University in St. Louis School of Law
Industry Law Practice
Experience
Danna McKitrick, P.C. 2015 - Present
Manns Law Firm, P.C. May 2011 - August 2014
Boston College December 2013 - May 2014
Liberty Mutual Group, Inc. May 2013 - August 2013
Wells Fargo Advisors May 2012 - September 2012
Skills
Microsoft Excel, Bloomberg Terminal, Financial Advisory, Statistical Data..., Legal Research, International Investment, Bloomberg, Economic Research and..., Legal Writing, Microsoft Office
Education
Washington University in St. Louis School of Law 2015 — 2017
Juris Doctor Candidate (J.D.), LL.M. in Taxation
Boston College 2010 — 2014
Bachelor of Arts, Economics; History of Art; Pre-Law
Cor Jesu Academy 2006 — 2010
Danna McKitrick, P.C. 2015 - Present
Manns Law Firm, P.C. May 2011 - August 2014
Boston College December 2013 - May 2014
Liberty Mutual Group, Inc. May 2013 - August 2013
Wells Fargo Advisors May 2012 - September 2012
Skills
Microsoft Excel, Bloomberg Terminal, Financial Advisory, Statistical Data..., Legal Research, International Investment, Bloomberg, Economic Research and..., Legal Writing, Microsoft Office
Education
Washington University in St. Louis School of Law 2015 — 2017
Juris Doctor Candidate (J.D.), LL.M. in Taxation
Boston College 2010 — 2014
Bachelor of Arts, Economics; History of Art; Pre-Law
Cor Jesu Academy 2006 — 2010
Brendan Jacques's Wells Fargo Advisors Experience June 2013 - August 2013
Job Finance & Accounting Voyager at Gaylord Opryland Resort & Convention Center
Industry Financial Services
Experience
Marriott International June 2014 - Present
Wells Fargo Advisors June 2013 - August 2013
Bentley Microfinance Group January 2012 - May 2013
The Ayco Company, L.P. May 2012 - August 2012
Capital Region Tennis and Fitness July 2009 - September 2009
Education
Bentley University 2010 — 2014
Marriott International June 2014 - Present
Wells Fargo Advisors June 2013 - August 2013
Bentley Microfinance Group January 2012 - May 2013
The Ayco Company, L.P. May 2012 - August 2012
Capital Region Tennis and Fitness July 2009 - September 2009
Education
Bentley University 2010 — 2014
Jennifer Pike, MBA's Wells Fargo Advisors Experience July 2007 - June 2011
Job Investment Principal at SSgA
Industry Financial Services
Experience
State Street Global Advisors November 2013 - Present
MFS Investment Management June 2013 - November 2013
WELLS FARGO ADVISORS July 2007 - June 2011
WELLS FARGO INVESTMENTS 2003 - 2007
Wells Fargo Company/Ragen MacKenzie 1999 - 2003
Skills
Series 7, Equities, Trading, Securities, Bloomberg, Equity Trading, Compliance, Investments, Financial Modeling, Portfolio Management, Risk Management, Marketing, Fixed Income, Business Process..., Asset Managment, Banking, Financial Analysis, Strategic Financial..., New Business Development, Project Management, Team Leadership, Finance, Business Strategy, Strategic Consulting, Operations Management, Written & Oral..., Capital Markets, Options, Derivatives, Investment Banking, Commodity, Bonds, Financial Services, Analysis, Electronic Trading, Back Office, Investment Management, Mutual Funds, Financial Markets, Wealth Management, Emerging Markets, Bloomberg Terminal, Investment Strategies, Trading Systems, Pricing, ETFs, FX Options, Economics, Settlement, Relationship Management
Education
Hult International Business School 2011 — 2012
MBA, International Business
Bentley University 1993 — 1997
Bachelor of Science, Economics and Finance
Royal Melbourne Institute of Technology 1996 — 1996
International Business
State Street Global Advisors November 2013 - Present
MFS Investment Management June 2013 - November 2013
WELLS FARGO ADVISORS July 2007 - June 2011
WELLS FARGO INVESTMENTS 2003 - 2007
Wells Fargo Company/Ragen MacKenzie 1999 - 2003
Skills
Series 7, Equities, Trading, Securities, Bloomberg, Equity Trading, Compliance, Investments, Financial Modeling, Portfolio Management, Risk Management, Marketing, Fixed Income, Business Process..., Asset Managment, Banking, Financial Analysis, Strategic Financial..., New Business Development, Project Management, Team Leadership, Finance, Business Strategy, Strategic Consulting, Operations Management, Written & Oral..., Capital Markets, Options, Derivatives, Investment Banking, Commodity, Bonds, Financial Services, Analysis, Electronic Trading, Back Office, Investment Management, Mutual Funds, Financial Markets, Wealth Management, Emerging Markets, Bloomberg Terminal, Investment Strategies, Trading Systems, Pricing, ETFs, FX Options, Economics, Settlement, Relationship Management
Education
Hult International Business School 2011 — 2012
MBA, International Business
Bentley University 1993 — 1997
Bachelor of Science, Economics and Finance
Royal Melbourne Institute of Technology 1996 — 1996
International Business
Morgan Mazone's Wells Fargo Advisors Experience December 2014 - February 2015
Job Intern at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2015 - August 2015
Wells Fargo Advisors December 2014 - February 2015
Wells Fargo Advisors May 2014 - August 2014
Colonie Golf and Country Club June 2012 - August 2014
Babysitter November 2009 - May 2014
Subway May 2012 - June 2012
Advertising Agency September 2011 - June 2012
Classic Car Events May 2008 - June 2012
Skills
PowerPoint, Adobe Illustrator, Computers, Languages, Microsoft Excel, Microsoft Word, Adobe Photoshop, Filezilla, Facebook, Time Management, Leadership, Organization, Microsoft Office, Email, Research, Thompson One, Teamwork, Outlook, SPSS, Data Entry, Proposal Generation, Bloomberg, Financial Reporting, Financial Modeling, Financial Services, 3D/3DR, Model Portfolios, Expense Reports
Education
Bentley University 2012 — 2016
Candidate for a Bachelor of Science
Bethlehem Central High School 2008 — 2012
Advanced Regents Diploma
Morgan Stanley April 2015 - August 2015
Wells Fargo Advisors December 2014 - February 2015
Wells Fargo Advisors May 2014 - August 2014
Colonie Golf and Country Club June 2012 - August 2014
Babysitter November 2009 - May 2014
Subway May 2012 - June 2012
Advertising Agency September 2011 - June 2012
Classic Car Events May 2008 - June 2012
Skills
PowerPoint, Adobe Illustrator, Computers, Languages, Microsoft Excel, Microsoft Word, Adobe Photoshop, Filezilla, Facebook, Time Management, Leadership, Organization, Microsoft Office, Email, Research, Thompson One, Teamwork, Outlook, SPSS, Data Entry, Proposal Generation, Bloomberg, Financial Reporting, Financial Modeling, Financial Services, 3D/3DR, Model Portfolios, Expense Reports
Education
Bentley University 2012 — 2016
Candidate for a Bachelor of Science
Bethlehem Central High School 2008 — 2012
Advanced Regents Diploma
Taylor W Grant's Wells Fargo Advisors Experience October 2012 - March 2013
Job Investment Analyst at Hartford Funds
Industry Financial Services
Experience
Hartford Funds October 2013 - Present
Wells Fargo April 2013 - October 2013
Wells Fargo Advisors October 2012 - March 2013
Merrill Lynch May 2011 - August 2011
Merrill Lynch May 2010 - May 2011
Skills
Series 7, Series 66, Pennsylvania Life,..., Invesment Analysis, Retirement Planning, Trading, Asset Allocation, Mutual Funds, Hedge Funds, Equities, Fixed Income, Alternative Investments, Finance, Wealth Management, Investments, Portfolio Management, Marketing, Morningstar, Bloomberg
Education
Bentley University 2008 — 2012
Bachelor of Science (B.S.), Finance, Ethics & Social Responsibility, Law
London School of Economics 2011 — 2011
Investments & Portfolio Management
Hartford Funds October 2013 - Present
Wells Fargo April 2013 - October 2013
Wells Fargo Advisors October 2012 - March 2013
Merrill Lynch May 2011 - August 2011
Merrill Lynch May 2010 - May 2011
Skills
Series 7, Series 66, Pennsylvania Life,..., Invesment Analysis, Retirement Planning, Trading, Asset Allocation, Mutual Funds, Hedge Funds, Equities, Fixed Income, Alternative Investments, Finance, Wealth Management, Investments, Portfolio Management, Marketing, Morningstar, Bloomberg
Education
Bentley University 2008 — 2012
Bachelor of Science (B.S.), Finance, Ethics & Social Responsibility, Law
London School of Economics 2011 — 2011
Investments & Portfolio Management
Maria Raspa's Wells Fargo Advisors Experience June 2009 - August 2009
Job Candidate for BS in Finance/Economics at Bentley University. Finance Intern: Merrill Lynch Wealth Management Division
Industry Financial Services
Experience
Merrill Lynch Wealth Management, Wellesley Hills, MA June 2010 - Present
Bentley University September 2009 - Present
Craze Dance September 2007 - Present
Bentley University August 2010 - December 2010
University: Residence Life August 2009 - June 2010
Wells Fargo Advisors June 2009 - August 2009
Service Learning June 2009 - August 2009
Tempo American Bistro January 2009 - May 2009
University International/Exchange June 2008 - August 2008
New Brunswick Development Corporation September 2004 - August 2008
Education
Bentley University
Bachelor of Science; Liberal Arts, Economics-Finance and Liberal Studies; Media Arts & Society
Merrill Lynch Wealth Management, Wellesley Hills, MA June 2010 - Present
Bentley University September 2009 - Present
Craze Dance September 2007 - Present
Bentley University August 2010 - December 2010
University: Residence Life August 2009 - June 2010
Wells Fargo Advisors June 2009 - August 2009
Service Learning June 2009 - August 2009
Tempo American Bistro January 2009 - May 2009
University International/Exchange June 2008 - August 2008
New Brunswick Development Corporation September 2004 - August 2008
Education
Bentley University
Bachelor of Science; Liberal Arts, Economics-Finance and Liberal Studies; Media Arts & Society
Mathew Sposta's Wells Fargo Advisors Experience May 2015 - Present
Job Assistant Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors May 2015 - Present
Barclays June 2010 - April 2015
Barclays Wealth September 2009 - June 2010
Lehman Brothers July 2007 - September 2008
Goldman Sachs August 2006 - July 2007
Merrill Lynch May 2005 - August 2005
Skills
Equities, Series 7, Financial Modeling, Fixed Income, Alternative Investments
Education
Binghamton University 2002 — 2006
Bachelor of Arts, Economics
University of Sydney
Wells Fargo Advisors May 2015 - Present
Barclays June 2010 - April 2015
Barclays Wealth September 2009 - June 2010
Lehman Brothers July 2007 - September 2008
Goldman Sachs August 2006 - July 2007
Merrill Lynch May 2005 - August 2005
Skills
Equities, Series 7, Financial Modeling, Fixed Income, Alternative Investments
Education
Binghamton University 2002 — 2006
Bachelor of Arts, Economics
University of Sydney
Yliana del Carmen Valdes Yliana del Carmen Valdes's Wells Fargo Advisors Experience April 2003 - June 2006
Job 1
Industry Management Consulting
Experience
FirstService Residential Florida March 2012 - Present
PRA Financial Services December 2010 - October 2011
Insurance Broker September 2008 - November 2010
Wells Fargo Advisors April 2003 - June 2006
Medsystems, Vero Beach January 2000 - January 2003
Cahners Publishing November 1997 - January 2000
Aetna April 1990 - November 1997
Skills
Customer Service, Licensed Community..., Licensed Life & Health..., Florida Notary, Signing Agent
Education
Gold coast schools 2011 — 2012
CAM, Community Association Manager license
Florida School of Insurance 2008 — 2008
Healthcare License, Health care license
Bergen Community College 1993 — 1999
Education (Ed.), Technology
FirstService Residential Florida March 2012 - Present
PRA Financial Services December 2010 - October 2011
Insurance Broker September 2008 - November 2010
Wells Fargo Advisors April 2003 - June 2006
Medsystems, Vero Beach January 2000 - January 2003
Cahners Publishing November 1997 - January 2000
Aetna April 1990 - November 1997
Skills
Customer Service, Licensed Community..., Licensed Life & Health..., Florida Notary, Signing Agent
Education
Gold coast schools 2011 — 2012
CAM, Community Association Manager license
Florida School of Insurance 2008 — 2008
Healthcare License, Health care license
Bergen Community College 1993 — 1999
Education (Ed.), Technology
John C Reilly's Wells Fargo Advisors Experience February 1996 - Present
Job Managing Director, Head of Business & Strategy, Capital Markets Trading at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors February 1996 - Present
Wells Fargo Advisors, LLC January 1996 - November 2014
Skills
Trading, Fixed Income, Investments, Financial Risk, Series 7, Leadership, Securities, Series 63, Financial Advisory, Management, Wealth Management, Bonds, Bloomberg, Capital Markets, Asset Management, Investment Advisory
Education
Bloomsburg University of Pennsylvania 1984 — 1987
Bachelor of Arts (B.A.)
AG Berner HS
Wells Fargo Advisors February 1996 - Present
Wells Fargo Advisors, LLC January 1996 - November 2014
Skills
Trading, Fixed Income, Investments, Financial Risk, Series 7, Leadership, Securities, Series 63, Financial Advisory, Management, Wealth Management, Bonds, Bloomberg, Capital Markets, Asset Management, Investment Advisory
Education
Bloomsburg University of Pennsylvania 1984 — 1987
Bachelor of Arts (B.A.)
AG Berner HS
Craig Belis's Wells Fargo Advisors Experience March 2010 - Present
Job
Industry Financial Services
Experience
Wells Fargo Advisors March 2010 - Present
Skills
Investments, Retirement Planning, Financial Services, Asset Allocation, Insurance, Retirement Plan..., 401k Rollovers, Fixed Income Strategies, Deferred Compensation..., Investment Planning, Retirement, Strategic Planning, Financial Analysis
Education
Binghamton University 1990 — 1994
Wells Fargo Advisors March 2010 - Present
Skills
Investments, Retirement Planning, Financial Services, Asset Allocation, Insurance, Retirement Plan..., 401k Rollovers, Fixed Income Strategies, Deferred Compensation..., Investment Planning, Retirement, Strategic Planning, Financial Analysis
Education
Binghamton University 1990 — 1994
Solomon Francis's Wells Fargo Advisors Experience July 2005 - September 2011
Job Sr Manager, Project Management at Capital One
Industry Banking
Experience
Capital One October 2011 - Present
Wells Fargo Advisors July 2005 - September 2011
Wachovia Securities Financial Network July 2003 - January 2011
Capital One March 2002 - June 2003
Bahwan Cybertek January 2001 - June 2002
Addsoft LLC Oman July 1998 - January 2000
Skills
Integration, Change Management, Software Development, Management, Business Strategy, Acquisition Integration, Project Management, Mergers, SDLC, Program Management, Business Analysis, Requirements Analysis, Software Project..., Process Improvement, Business Intelligence, Vendor Management, Analysis, PMO, IT Management, CRM, Business Requirements, Business Process, Data Modeling, SOA, Business Process..., Requirements Gathering, Leadership, Microsoft SQL Server, Project Portfolio..., Enterprise Architecture, Project Delivery, Agile Methodologies, PMP, Visio, IT Strategy, Mergers
Education
Bharathiar University 1994 — 1998
BS, Electronics and Communication
Stanes High School 1987 — 1994
Capital One October 2011 - Present
Wells Fargo Advisors July 2005 - September 2011
Wachovia Securities Financial Network July 2003 - January 2011
Capital One March 2002 - June 2003
Bahwan Cybertek January 2001 - June 2002
Addsoft LLC Oman July 1998 - January 2000
Skills
Integration, Change Management, Software Development, Management, Business Strategy, Acquisition Integration, Project Management, Mergers, SDLC, Program Management, Business Analysis, Requirements Analysis, Software Project..., Process Improvement, Business Intelligence, Vendor Management, Analysis, PMO, IT Management, CRM, Business Requirements, Business Process, Data Modeling, SOA, Business Process..., Requirements Gathering, Leadership, Microsoft SQL Server, Project Portfolio..., Enterprise Architecture, Project Delivery, Agile Methodologies, PMP, Visio, IT Strategy, Mergers
Education
Bharathiar University 1994 — 1998
BS, Electronics and Communication
Stanes High School 1987 — 1994
Joshua Peterson, CFP®'s Wells Fargo Advisors Experience September 2004 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors September 2004 - Present
Scudder Investments June 1999 - September 2003
Skills
Mutual Funds, Investments, Retirement, Fixed Annuities, Small Business, Retirement Planning, Asset Allocation, 401k Rollovers, Financial Advisory, Fixed Income Strategies, Wealth Preservation..., Securities, 401k, Asset Management
Education
Boston University 2007 — 2008
Financial Planning
University of Arizona 1995 — 1999
Bachelor of Arts, Economics
Wells Fargo Advisors September 2004 - Present
Scudder Investments June 1999 - September 2003
Skills
Mutual Funds, Investments, Retirement, Fixed Annuities, Small Business, Retirement Planning, Asset Allocation, 401k Rollovers, Financial Advisory, Fixed Income Strategies, Wealth Preservation..., Securities, 401k, Asset Management
Education
Boston University 2007 — 2008
Financial Planning
University of Arizona 1995 — 1999
Bachelor of Arts, Economics
Tim Zulueta's Wells Fargo Advisors Experience July 2010 - August 2010
Job Operations Analyst at Deloitte
Industry Financial Services
Experience
Deloitte September 2014 - Present
Electronic Consulting Services December 2012 - August 2014
Anzair Corporation May 2011 - December 2012
Luciano Italian Restaurant and Pizzeria June 2007 - September 2010
Wells Fargo Advisors July 2010 - August 2010
JP Morgan Chase February 2010 - April 2010
Smith Barney May 2008 - July 2008
Education
Boston University 2007 — 2011
Bachelor of Science (BS), Business Administration - Finance & Marketing
Boston University Questrom School of Business 2007 — 2011
Finance, Marketing
Boston University - London 2010 — 2010
London Internship Program - Management Track
Deloitte September 2014 - Present
Electronic Consulting Services December 2012 - August 2014
Anzair Corporation May 2011 - December 2012
Luciano Italian Restaurant and Pizzeria June 2007 - September 2010
Wells Fargo Advisors July 2010 - August 2010
JP Morgan Chase February 2010 - April 2010
Smith Barney May 2008 - July 2008
Education
Boston University 2007 — 2011
Bachelor of Science (BS), Business Administration - Finance & Marketing
Boston University Questrom School of Business 2007 — 2011
Finance, Marketing
Boston University - London 2010 — 2010
London Internship Program - Management Track
Howie Shapiro's Wells Fargo Advisors Experience April 2011 - Present
Job Business Systems Consultant, VP, PMP at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors April 2011 - Present
Wells Fargo Advisors June 1997 - April 2011
Wheat, First Securities December 1991 - May 1997
Coreast Savings Bank, FSB December 1988 - December 1991
Dime Savings Bank of NY 1986 - 1988
Skills
Securities, Process Improvement, Business Analysis, Relationship Management, Requirements Gathering, Functional..., Telecommunications..., Financial Reporting, Data Mapping, Data Conversion, SDLC, Software Documentation, PMP, Training, Financial Services, Banking, Risk Management, Integration, Vendor Management, Management
Education
Virginia Commonwealth University - School of Business 1996 — 1998
MBA, Fast Track Executive MBA
Binghamton University 1980 — 1984
B.A., Economics
General Douglas MacArthur High School 1977 — 1980
Regents Scholarship
Wells Fargo Advisors April 2011 - Present
Wells Fargo Advisors June 1997 - April 2011
Wheat, First Securities December 1991 - May 1997
Coreast Savings Bank, FSB December 1988 - December 1991
Dime Savings Bank of NY 1986 - 1988
Skills
Securities, Process Improvement, Business Analysis, Relationship Management, Requirements Gathering, Functional..., Telecommunications..., Financial Reporting, Data Mapping, Data Conversion, SDLC, Software Documentation, PMP, Training, Financial Services, Banking, Risk Management, Integration, Vendor Management, Management
Education
Virginia Commonwealth University - School of Business 1996 — 1998
MBA, Fast Track Executive MBA
Binghamton University 1980 — 1984
B.A., Economics
General Douglas MacArthur High School 1977 — 1980
Regents Scholarship
Vladislav Gurevich's Wells Fargo Advisors Experience January 2013 - Present
Job AVP of Wells Fargo Advisors
Industry Investment Banking
Experience
Wells Fargo Advisors January 2013 - Present
Citi November 2011 - November 2012
JPMorgan Chase / Chase Investment Services Corp. September 2007 - November 2011
Continental Funding LLC. March 2006 - August 2007
GFI MORTGAGE BANKERS April 2004 - February 2006
Hold Brothers, L.L.C. New York, NY January 2000 - March 2004
Skills
Capital Markets, Securities, Wealth Management, Trading, Portfolio Management, Finance, Financial Analysis, Licensing, Equities, Investments, Credit Analysis, Asset Management, Financial Risk, CRM, Microsoft Excel, Risk Management, Bloomberg, Hedge Funds, Asset Managment, Banking, Mortgage Lending, Bonds, Loans, Financial Modeling, Trading Strategies, Management, Financial Markets, Analysis, Series 63, Credit, Alternative Investments, Derivatives, Series 7, Market Research, Options, Marketing, Mutual Funds, Emerging Markets
Education
Berkeley College 1998 — 2002
BA, Business Management
Zicklin School of Business
Wells Fargo Advisors January 2013 - Present
Citi November 2011 - November 2012
JPMorgan Chase / Chase Investment Services Corp. September 2007 - November 2011
Continental Funding LLC. March 2006 - August 2007
GFI MORTGAGE BANKERS April 2004 - February 2006
Hold Brothers, L.L.C. New York, NY January 2000 - March 2004
Skills
Capital Markets, Securities, Wealth Management, Trading, Portfolio Management, Finance, Financial Analysis, Licensing, Equities, Investments, Credit Analysis, Asset Management, Financial Risk, CRM, Microsoft Excel, Risk Management, Bloomberg, Hedge Funds, Asset Managment, Banking, Mortgage Lending, Bonds, Loans, Financial Modeling, Trading Strategies, Management, Financial Markets, Analysis, Series 63, Credit, Alternative Investments, Derivatives, Series 7, Market Research, Options, Marketing, Mutual Funds, Emerging Markets
Education
Berkeley College 1998 — 2002
BA, Business Management
Zicklin School of Business
Kristin Bloomer's Wells Fargo Advisors Experience July 2007 - January 2010
Job Wealth Plan Specialist
Industry Financial Services
Experience
Franz Tatum Wealth Management January 2010 - Present
Palm Springs SunUp Rotary Club March 2009 - Present
City of Palm Springs May 2012 - Present
Desert Valley Women's Club September 2010 - Present
Palm Springs SunUp Rotary Club 2009 - July 2011
Wells Fargo Advisors July 2007 - January 2010
Palm Springs High School 2008 - 2009
Marriott International April 2006 - June 2007
Pottery Barn Kids September 2005 - January 2006
Williams-Sonoma November 2004 - August 2005
Skills
Retirement Planning, Non-profits, Estate Planning, Investments, Sales, Financial Analysis, Insurance, Strategic Financial..., Cold Calling, Marketing, Customer Service, Leadership
Education
Boston University 2000 — 2004
BA, Economics
Palm Springs High School 1996 — 2000
Diploma, General Studies
St. Theresa School Palm Springs, CA 1988 — 1996
Diploma, General Studies
Franz Tatum Wealth Management January 2010 - Present
Palm Springs SunUp Rotary Club March 2009 - Present
City of Palm Springs May 2012 - Present
Desert Valley Women's Club September 2010 - Present
Palm Springs SunUp Rotary Club 2009 - July 2011
Wells Fargo Advisors July 2007 - January 2010
Palm Springs High School 2008 - 2009
Marriott International April 2006 - June 2007
Pottery Barn Kids September 2005 - January 2006
Williams-Sonoma November 2004 - August 2005
Skills
Retirement Planning, Non-profits, Estate Planning, Investments, Sales, Financial Analysis, Insurance, Strategic Financial..., Cold Calling, Marketing, Customer Service, Leadership
Education
Boston University 2000 — 2004
BA, Economics
Palm Springs High School 1996 — 2000
Diploma, General Studies
St. Theresa School Palm Springs, CA 1988 — 1996
Diploma, General Studies
Adam S. Geiger's Wells Fargo Advisors Experience March 2007 - February 2011
Job Premium Sales, Manager at Miami Dolphins
Industry Sports
Experience
Miami Dolphins & Sun Life Stadium February 2013 - Present
Northern Trust February 2011 - February 2013
Wells Fargo Advisors March 2007 - February 2011
Coldwell Banker Residential Brokerage March 2006 - March 2007
Skills
Investments, Wealth Management, Series 7, Portfolio Management, Financial Analysis, Strategic Financial..., Mutual Funds, Retirement Planning, Alternative Investments, Asset Management, Insurance, Equities, Asset Allocation, Series 63, Sales
Education
Boston University 2002 — 2006
Comparative Politics
Miami Dolphins & Sun Life Stadium February 2013 - Present
Northern Trust February 2011 - February 2013
Wells Fargo Advisors March 2007 - February 2011
Coldwell Banker Residential Brokerage March 2006 - March 2007
Skills
Investments, Wealth Management, Series 7, Portfolio Management, Financial Analysis, Strategic Financial..., Mutual Funds, Retirement Planning, Alternative Investments, Asset Management, Insurance, Equities, Asset Allocation, Series 63, Sales
Education
Boston University 2002 — 2006
Comparative Politics
Daniel Akerman's Wells Fargo Advisors Experience August 2008 - April 2010
Job Sr. Business Analyst at Reinsurance Group of America, Incorporated
Industry Insurance
Experience
Reinsurance Group of America, Incorporated December 2013 - Present
Scottrade March 2010 - December 2013
Wells Fargo Advisors August 2008 - April 2010
MetLife November 2003 - August 2008
Skills
Business Requirements, SDLC, Requirements Analysis, Business Analysis, Requirements Gathering, Visio, Agile Methodologies, Business Process, Data Modeling, Business Intelligence, SQL, Software Documentation
Education
Bemidji State University 1998 — 1998
Saint Cloud State University - G.R. Herberger College of Business 1991 — 1996
BA
Reinsurance Group of America, Incorporated December 2013 - Present
Scottrade March 2010 - December 2013
Wells Fargo Advisors August 2008 - April 2010
MetLife November 2003 - August 2008
Skills
Business Requirements, SDLC, Requirements Analysis, Business Analysis, Requirements Gathering, Visio, Agile Methodologies, Business Process, Data Modeling, Business Intelligence, SQL, Software Documentation
Education
Bemidji State University 1998 — 1998
Saint Cloud State University - G.R. Herberger College of Business 1991 — 1996
BA
John Moten, Jr.'s Wells Fargo Advisors Experience August 2014 - Present
Job Consultant at Wells Fargo Advisors
Industry Executive Office
Experience
Arcadia Group Int'l. September 2014 - Present
Wells Fargo Advisors August 2014 - Present
John Moten, Jr. & Associates, LLC August 2003 - Present
Emerson August 2003 - Present
College Summit St. Louis September 2009 - May 2013
Deaconess Foundation 2013 - 2013
Laclede Gas Company January 2000 - April 2003
Laclede Gas Company January 1993 - January 2000
Laclede Gas Company November 1962 - January 2000
Skills
Strategic Planning, Customer Service, Microsoft Word, Budgets, Public Speaking, Team Building, Research, Negotiation, Business Strategy, Project Management, Change Management, Non-profits, Coaching, Marketing, Marketing Strategy, Management Consulting, Management, Public Relations, Healthcare, Leadership, Nonprofits, Leadership Development, Sales, Program Management, Training, Executive Coaching, Organizational..., Community Development, Fundraising, Strategy, Project Planning, Policy, Entrepreneurship, Analysis, Staff Development, Proposal Writing, Executive Management, Data Analysis, Human Resources, Business Development, Process Improvement, Contract Negotiation, Employee Relations, Recruiting, Business Planning, Start-ups, Team Leadership, Consulting, Business Process..., Performance Management
Education
Boston College 1985 — 1985
Community Relations
Morehouse College
Bachelor of Science (B.S.), Chemistry
Arcadia Group Int'l. September 2014 - Present
Wells Fargo Advisors August 2014 - Present
John Moten, Jr. & Associates, LLC August 2003 - Present
Emerson August 2003 - Present
College Summit St. Louis September 2009 - May 2013
Deaconess Foundation 2013 - 2013
Laclede Gas Company January 2000 - April 2003
Laclede Gas Company January 1993 - January 2000
Laclede Gas Company November 1962 - January 2000
Skills
Strategic Planning, Customer Service, Microsoft Word, Budgets, Public Speaking, Team Building, Research, Negotiation, Business Strategy, Project Management, Change Management, Non-profits, Coaching, Marketing, Marketing Strategy, Management Consulting, Management, Public Relations, Healthcare, Leadership, Nonprofits, Leadership Development, Sales, Program Management, Training, Executive Coaching, Organizational..., Community Development, Fundraising, Strategy, Project Planning, Policy, Entrepreneurship, Analysis, Staff Development, Proposal Writing, Executive Management, Data Analysis, Human Resources, Business Development, Process Improvement, Contract Negotiation, Employee Relations, Recruiting, Business Planning, Start-ups, Team Leadership, Consulting, Business Process..., Performance Management
Education
Boston College 1985 — 1985
Community Relations
Morehouse College
Bachelor of Science (B.S.), Chemistry
Kristin LaPrise's Wells Fargo Advisors Experience September 1994 - Present
Job Senior Vice President at Wachovia
Industry Banking
Experience
Wachovia Bank 2007 - Present
Wells Fargo Advisors September 1994 - Present
Education
Boston College 1984 — 1988
BS, Finance
Wachovia Bank 2007 - Present
Wells Fargo Advisors September 1994 - Present
Education
Boston College 1984 — 1988
BS, Finance
Aaron Bonnema's Wells Fargo Advisors Experience March 2014 - March 2015
Job Financial Consultant at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors March 2014 - March 2015
Wells Fargo Advisors July 2013 - March 2014
Trinity School June 2006 - June 2013
Target November 2003 - December 2005
Skills
Coaching, Event Planning, Budgets, Marketing, Event Management, Public Speaking, Athletics, Customer Service, Entrepreneurship, Staff Development, Microsoft Word, Leadership, PowerPoint
Education
Bethel University 1999 — 2003
Bachelor of Arts (B.A.), Business; Marketing
Trinity School at River Ridge 1993 — 1999
Wells Fargo Advisors March 2014 - March 2015
Wells Fargo Advisors July 2013 - March 2014
Trinity School June 2006 - June 2013
Target November 2003 - December 2005
Skills
Coaching, Event Planning, Budgets, Marketing, Event Management, Public Speaking, Athletics, Customer Service, Entrepreneurship, Staff Development, Microsoft Word, Leadership, PowerPoint
Education
Bethel University 1999 — 2003
Bachelor of Arts (B.A.), Business; Marketing
Trinity School at River Ridge 1993 — 1999
Shannon Croteau's Wells Fargo Advisors Experience February 2007 - Present
Job Compliance Consultant
Industry Financial Services
Experience
Wells Fargo Advisors February 2007 - Present
Smith Barney 2003 - 2005
Smith Barney August 2000 - April 2003
Skills
FINRA, Series 7, Series 65, Uniform Combined State..., Series 63
Education
Loyola University Chicago 1990 — 1999
B.S., Criminal Justice
Benedictine University 2004 — 2006
Exercise Physiology
Wells Fargo Advisors February 2007 - Present
Smith Barney 2003 - 2005
Smith Barney August 2000 - April 2003
Skills
FINRA, Series 7, Series 65, Uniform Combined State..., Series 63
Education
Loyola University Chicago 1990 — 1999
B.S., Criminal Justice
Benedictine University 2004 — 2006
Exercise Physiology
William Seaward's Wells Fargo Advisors Experience November 2009 - November 2010
Job Financial Professional, CAMS
Industry Military
Experience
Key West, FL December 2010 - Present
Wells Fargo Advisors November 2009 - November 2010
Citi Smith Barney June 2004 - June 2009
Wachovia/Prudential Securities November 1996 - June 2004
Skills
Strategic Financial..., Risk Management, Strategic Planning, Microsoft Office, Process Improvement, PowerPoint, Financial Analysis, Microsoft Excel, Wealth Management, Analysis, Program Management, Outlook, Team Leadership, Public Speaking, Microsoft Word, Leadership, Series 7, Mutual Funds, Investments, Customer Service, Data Analysis
Education
Curry College 1979 — 1983
BS, Communications
Burlington High School 1975 — 1979
Boston Latin School 1973 — 1975
None, College Prep.
Key West, FL December 2010 - Present
Wells Fargo Advisors November 2009 - November 2010
Citi Smith Barney June 2004 - June 2009
Wachovia/Prudential Securities November 1996 - June 2004
Skills
Strategic Financial..., Risk Management, Strategic Planning, Microsoft Office, Process Improvement, PowerPoint, Financial Analysis, Microsoft Excel, Wealth Management, Analysis, Program Management, Outlook, Team Leadership, Public Speaking, Microsoft Word, Leadership, Series 7, Mutual Funds, Investments, Customer Service, Data Analysis
Education
Curry College 1979 — 1983
BS, Communications
Burlington High School 1975 — 1979
Boston Latin School 1973 — 1975
None, College Prep.
Peter Searles's Wells Fargo Advisors Experience May 2013 - Present
Job Senior Vice President Investment Officer at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors May 2013 - Present
Morgan Stanley February 2007 - May 2013
SMITH BARNEY January 1998 - February 2007
WEINGEROFF ENTERPRISES, INC. November 1990 - December 1997
Peter J. Searles, CPA 1987 - 1990
Skills
Estate Planning, Investments, Retirement Planning, Portfolio Management, Wealth Management, Wealth, Asset Management, Alternative Investments, Comprehensive Wealth..., Asset Allocation, Mutual Funds, Securities, Retirement, Wealth Management...
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1978 — 1979
MS, Taxation
Providence College 1974 — 1978
BS, Business Administration-Accounting
Palmerton H.S. 1970 — 1974
Wells Fargo Advisors May 2013 - Present
Morgan Stanley February 2007 - May 2013
SMITH BARNEY January 1998 - February 2007
WEINGEROFF ENTERPRISES, INC. November 1990 - December 1997
Peter J. Searles, CPA 1987 - 1990
Skills
Estate Planning, Investments, Retirement Planning, Portfolio Management, Wealth Management, Wealth, Asset Management, Alternative Investments, Comprehensive Wealth..., Asset Allocation, Mutual Funds, Securities, Retirement, Wealth Management...
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1978 — 1979
MS, Taxation
Providence College 1974 — 1978
BS, Business Administration-Accounting
Palmerton H.S. 1970 — 1974
Chris Bagwell's Wells Fargo Advisors Experience June 2012 - December 2013
Job Loan Document Specialist at Wells Fargo Home Mortgage
Industry Banking
Experience
Wells Fargo Home Mortgage February 2015 - Present
Wells Fargo Home Mortgage February 2015 - Present
Let's Play Hockey April 2014 - Present
DobberHockey December 2013 - Present
Total Hockey August 2014 - February 2015
CLEAR MEASURES April 2014 - August 2014
Wells Fargo Advisors June 2012 - December 2013
Key Bank June 2010 - December 2011
HSBC Arena December 2010 - December 2010
Canisius College Athletics January 2010 - May 2010
Skills
Leadership, Customer Service, Management, Sales, Recruiting, Customer Satisfaction, Analysis, Budgets, Banking, Sports Management, Sports Marketing, Sports, Facebook, Social Media
Education
Canisius College 2009 — 2010
Master, Sport Administration
Binghamton University 2005 — 2009
Bachelor, Economics and Sociology
Wells Fargo Home Mortgage February 2015 - Present
Wells Fargo Home Mortgage February 2015 - Present
Let's Play Hockey April 2014 - Present
DobberHockey December 2013 - Present
Total Hockey August 2014 - February 2015
CLEAR MEASURES April 2014 - August 2014
Wells Fargo Advisors June 2012 - December 2013
Key Bank June 2010 - December 2011
HSBC Arena December 2010 - December 2010
Canisius College Athletics January 2010 - May 2010
Skills
Leadership, Customer Service, Management, Sales, Recruiting, Customer Satisfaction, Analysis, Budgets, Banking, Sports Management, Sports Marketing, Sports, Facebook, Social Media
Education
Canisius College 2009 — 2010
Master, Sport Administration
Binghamton University 2005 — 2009
Bachelor, Economics and Sociology
Graham Cassidy's Wells Fargo Advisors Experience October 2012 - March 2014
Job Vice President Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley March 2014 - Present
Wells Fargo Advisors October 2012 - March 2014
BNP Paribas August 2000 - February 2011
Philadelphia Stock Exchange September 1998 - August 2000
Skills
Equities, Securities, Derivatives, Trading, Trading Systems, Options, Electronic Trading, Financial Markets, Equity Trading, Fixed Income, Proprietary Trading, Equity Derivatives, Capital Markets, FINRA, Bloomberg
Education
Binghamton University 1991 — 1993
BS, Economics
Pfeiffer University 1989 — 1991
Morgan Stanley March 2014 - Present
Wells Fargo Advisors October 2012 - March 2014
BNP Paribas August 2000 - February 2011
Philadelphia Stock Exchange September 1998 - August 2000
Skills
Equities, Securities, Derivatives, Trading, Trading Systems, Options, Electronic Trading, Financial Markets, Equity Trading, Fixed Income, Proprietary Trading, Equity Derivatives, Capital Markets, FINRA, Bloomberg
Education
Binghamton University 1991 — 1993
BS, Economics
Pfeiffer University 1989 — 1991
Roberta Gasparic's Wells Fargo Advisors Experience August 2010 - April 2011
Job Administrative Assistant at White Beeches Golf & Country Club
Industry Hospitality
Experience
White Beeches Golf & Country Club March 2011 - Present
Wells Fargo Advisors August 2010 - April 2011
U.S. RE Corporation February 2008 - April 2010
Lersch Traducoes 2004 - 2005
Skills
Microsoft Excel, Customer Service, Microsoft Word, Microsoft Office, PowerPoint, Outlook, Event Management, Budgets, Teamwork, Social Media, Social Networking, Event Planning, Strategic Planning, Accounting, Social Media Marketing, Management
Education
Bergen Community College 2009 — 2011
Associate of Science (A.S.), General Studies
Colegio Joanna Trevisan
Universidade Federal do Rio de Janeiro
Linguistic, Comparative, and Related Language Studies and Services
White Beeches Golf & Country Club March 2011 - Present
Wells Fargo Advisors August 2010 - April 2011
U.S. RE Corporation February 2008 - April 2010
Lersch Traducoes 2004 - 2005
Skills
Microsoft Excel, Customer Service, Microsoft Word, Microsoft Office, PowerPoint, Outlook, Event Management, Budgets, Teamwork, Social Media, Social Networking, Event Planning, Strategic Planning, Accounting, Social Media Marketing, Management
Education
Bergen Community College 2009 — 2011
Associate of Science (A.S.), General Studies
Colegio Joanna Trevisan
Universidade Federal do Rio de Janeiro
Linguistic, Comparative, and Related Language Studies and Services
Karen Chaffee's Wells Fargo Advisors Experience August 2008 - August 2009
Job Marketing & Community Relations Professional
Industry Marketing and Advertising
Experience
New Day Pharmacy September 2009 - February 2010
Wells Fargo Advisors August 2008 - August 2009
Belmont University April 2007 - July 2008
Catholic Charities January 2005 - April 2007
Tony's Plumbing & Heating December 2002 - December 2004
Kalamazoo Communities In Schools February 2001 - November 2002
Education
Belmont University 2007 — 2008
MSA, Sport Administration
Western Michigan University 1996 — 2001
BA, Communications, Business
Belmont University
Masters, Sport Administration; Event Marketing
Western Michigan University Interpersonal Communications ·
Bachelor of Arts
New Day Pharmacy September 2009 - February 2010
Wells Fargo Advisors August 2008 - August 2009
Belmont University April 2007 - July 2008
Catholic Charities January 2005 - April 2007
Tony's Plumbing & Heating December 2002 - December 2004
Kalamazoo Communities In Schools February 2001 - November 2002
Education
Belmont University 2007 — 2008
MSA, Sport Administration
Western Michigan University 1996 — 2001
BA, Communications, Business
Belmont University
Masters, Sport Administration; Event Marketing
Western Michigan University Interpersonal Communications ·
Bachelor of Arts
Venkatesh Nagarajan's Wells Fargo Advisors Experience July 2006 - March 2007
Job Vice President, Bank of America
Industry Financial Services
Experience
Bank of America September 2010 - Present
Credit Suisse September 2008 - August 2010
JP Morgan Chase September 2007 - August 2008
Texas Commission on Environmental Quality April 2007 - September 2007
Wells Fargo Advisors July 2006 - March 2007
Skills
Fixed Income, Trading, Basel II, Valuation, SDLC, VBA, Rates, Bonds, Market Data, Business Analysis, Credit Derivatives, Derivatives, Risk Management
Education
Bharathiar University
Bachelor's, Engineering
Montana State University-Bozeman
Master's, Engineering
Bank of America September 2010 - Present
Credit Suisse September 2008 - August 2010
JP Morgan Chase September 2007 - August 2008
Texas Commission on Environmental Quality April 2007 - September 2007
Wells Fargo Advisors July 2006 - March 2007
Skills
Fixed Income, Trading, Basel II, Valuation, SDLC, VBA, Rates, Bonds, Market Data, Business Analysis, Credit Derivatives, Derivatives, Risk Management
Education
Bharathiar University
Bachelor's, Engineering
Montana State University-Bozeman
Master's, Engineering
Vinnie Siracusa's Wells Fargo Advisors Experience July 2013 - Present
Job Private Banker at Wells Fargo Advisors
Industry Banking
Experience
Wells Fargo Advisors July 2013 - Present
Wells Fargo October 2007 - June 2013
Equity Advantage August 2003 - October 2007
Skills
Loans, Mortgage Lending, Credit, Banking, Credit Analysis, Commercial Lending, Commercial Banking, Mortgage Banking, Loan Origination, Small Business Lending, Refinance, FHA, Consumer Lending, Wealth Management, Financial Services, Finance, Investments
Education
Bergen Community College 2002 — 2004
Dover Business College 2000 — 2002
Diploma, Microcomputer Business Systems
PVHS 1996 — 2000
Wells Fargo Advisors July 2013 - Present
Wells Fargo October 2007 - June 2013
Equity Advantage August 2003 - October 2007
Skills
Loans, Mortgage Lending, Credit, Banking, Credit Analysis, Commercial Lending, Commercial Banking, Mortgage Banking, Loan Origination, Small Business Lending, Refinance, FHA, Consumer Lending, Wealth Management, Financial Services, Finance, Investments
Education
Bergen Community College 2002 — 2004
Dover Business College 2000 — 2002
Diploma, Microcomputer Business Systems
PVHS 1996 — 2000
Deborah Valenzuela's Wells Fargo Advisors Experience March 2013 - Present
Job SVP Regional Brokerage Manager at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 2013 - Present
J.P. Morgan Securities July 1998 - March 2013
Protective Life July 2006 - January 2007
Bank of Hawaii July 1997 - July 1998
Wells Fargo June 1993 - June 1996
Prudential Financial May 1992 - June 1993
Valley National Bank 1989 - 1992
Skills
Mutual Funds, Retirement Planning, Securities, Investments, Financial Services, Insurance
Education
Boston University 2012 — 2015
CFP Program
University of Arizona 1980 — 1985
BS, Finance
Wells Fargo Advisors March 2013 - Present
J.P. Morgan Securities July 1998 - March 2013
Protective Life July 2006 - January 2007
Bank of Hawaii July 1997 - July 1998
Wells Fargo June 1993 - June 1996
Prudential Financial May 1992 - June 1993
Valley National Bank 1989 - 1992
Skills
Mutual Funds, Retirement Planning, Securities, Investments, Financial Services, Insurance
Education
Boston University 2012 — 2015
CFP Program
University of Arizona 1980 — 1985
BS, Finance
Catherine Horan-Walker, MBA's Wells Fargo Advisors Experience April 2008 - Present
Job Financial AdvisorAssistant Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors April 2008 - Present
Education
Boston University 1979 — 1981
Master of Business Administration (MBA), Business Administration, Management and Operations
University of Southern California 1977 — 1979
Master of Education (M.Ed.), Education
San Jose State University 1969 — 1970
Teaching Credential, K-9
Santa Clara University 1965 — 1969
Bachelor of Arts (B.A.), History
Wells Fargo Advisors April 2008 - Present
Education
Boston University 1979 — 1981
Master of Business Administration (MBA), Business Administration, Management and Operations
University of Southern California 1977 — 1979
Master of Education (M.Ed.), Education
San Jose State University 1969 — 1970
Teaching Credential, K-9
Santa Clara University 1965 — 1969
Bachelor of Arts (B.A.), History
Kerri Mulvey's Wells Fargo Advisors Experience August 2007 - February 2011
Job Bartender
Industry Hospitality
Experience
InterContinental Hotels Group May 2013 - Present
Berklee College of Music March 2011 - March 2012
Wells Fargo Advisors August 2007 - February 2011
Bear Stearns February 2006 - July 2007
Skills
Financial Analysis, Marketing Strategy, Investments, Securities, Series 7, Mutual Funds, Social Networking, Portfolio Management, Event Planning, Asset Allocation
Education
Bentley University 1994 — 1998
Bachelor of Science (BS), Finance
West Haven High School
InterContinental Hotels Group May 2013 - Present
Berklee College of Music March 2011 - March 2012
Wells Fargo Advisors August 2007 - February 2011
Bear Stearns February 2006 - July 2007
Skills
Financial Analysis, Marketing Strategy, Investments, Securities, Series 7, Mutual Funds, Social Networking, Portfolio Management, Event Planning, Asset Allocation
Education
Bentley University 1994 — 1998
Bachelor of Science (BS), Finance
West Haven High School
Mark Bouton's Wells Fargo Advisors Experience June 2006 - September 2009
Job Associate at Merryfield Barnes, LLC
Industry Financial Services
Experience
Merryfield Barnes, LLC January 2012 - Present
HSBC November 2010 - March 2011
Wells Fargo Advisors June 2006 - September 2009
A.G. Edwards February 2004 - June 2006
Advest, Inc. May 1993 - December 2003
Education
Binghamton University - School of Management 1990 — 1992
Bachelor of Science, Business Management
Tompkins Cortland Community College 1988 — 1990
Associate in Science, Business Administration
Merryfield Barnes, LLC January 2012 - Present
HSBC November 2010 - March 2011
Wells Fargo Advisors June 2006 - September 2009
A.G. Edwards February 2004 - June 2006
Advest, Inc. May 1993 - December 2003
Education
Binghamton University - School of Management 1990 — 1992
Bachelor of Science, Business Management
Tompkins Cortland Community College 1988 — 1990
Associate in Science, Business Administration
Peggy Wingert's Wells Fargo Advisors Experience November 1999 - Present
Job Registered Client Sales Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2012 - Present
Wells Fargo Advisors November 1999 - Present
WELLS FARGO ADVISORS SOUTHERN REGIONAL OFFICE January 1999 - September 2011
READ, MARTIN January 1993 - January 1999
WHITE RABBIT, INC January 1991 - January 1993
SHERWIN WILLIAMS & COMPANY January 1975 - January 1991
National City Bank January 1972 - January 1975
Skills
Complex Calendar Mgmt., Event Planning, Problem Solving, Executive Travel..., Editing, Proofreading
Education
Berry College 1969 — 1972
BA, English
Morgan Stanley Smith Barney June 2012 - Present
Wells Fargo Advisors November 1999 - Present
WELLS FARGO ADVISORS SOUTHERN REGIONAL OFFICE January 1999 - September 2011
READ, MARTIN January 1993 - January 1999
WHITE RABBIT, INC January 1991 - January 1993
SHERWIN WILLIAMS & COMPANY January 1975 - January 1991
National City Bank January 1972 - January 1975
Skills
Complex Calendar Mgmt., Event Planning, Problem Solving, Executive Travel..., Editing, Proofreading
Education
Berry College 1969 — 1972
BA, English
Jason Reich's Wells Fargo Advisors Experience January 2011 - August 2012
Job Principal Application Analyst at DST Systems Inc
Industry Financial Services
Experience
DST Systems September 2012 - Present
Wells Fargo Advisors January 2011 - August 2012
Wells Fargo Investments August 2006 - January 2011
Wells Fargo Investments March 2004 - August 2006
Wells Fargo Investments January 2002 - March 2004
Sentry Insurance October 2000 - September 2001
TCF Bank March 2000 - October 2000
Piper Jaffray June 1998 - March 2000
Skills
Mutual Funds, Risk Management, Investments, Banking, Financial Services, Process Improvement, Securities, Series 7, Customer Service, Management
Education
Bemidji State University 1998 — 2003
Bachelor's Degree, Business Administration: Emphasis Marketing
DST Systems September 2012 - Present
Wells Fargo Advisors January 2011 - August 2012
Wells Fargo Investments August 2006 - January 2011
Wells Fargo Investments March 2004 - August 2006
Wells Fargo Investments January 2002 - March 2004
Sentry Insurance October 2000 - September 2001
TCF Bank March 2000 - October 2000
Piper Jaffray June 1998 - March 2000
Skills
Mutual Funds, Risk Management, Investments, Banking, Financial Services, Process Improvement, Securities, Series 7, Customer Service, Management
Education
Bemidji State University 1998 — 2003
Bachelor's Degree, Business Administration: Emphasis Marketing
Buster Wright's Wells Fargo Advisors Experience 2007 - September 2011
Job Retired
Industry Financial Services
Experience
Self-employed September 2011 - Present
Wells Fargo Advisors 2007 - September 2011
A.G. Edwards April 1974 - May 2007
A.G. Edwards Sons 1974 - 2007
Skills
Series 7, Retirement Planning, Wealth Management, Investment Advisory, Investments, Asset Allocation, Portfolio Management, Series 63, Strategic Financial..., Alternative Investments, Asset Managment, Mutual Funds, Securities, FINRA, Financial Analysis, Series 8, Series 3, Series 24, Uniform Combined State..., Investment Strategies, Retirement
Education
Berry College 1970 — 1973
Bachelor of Science (B.S.), Chemistry
Self-employed September 2011 - Present
Wells Fargo Advisors 2007 - September 2011
A.G. Edwards April 1974 - May 2007
A.G. Edwards Sons 1974 - 2007
Skills
Series 7, Retirement Planning, Wealth Management, Investment Advisory, Investments, Asset Allocation, Portfolio Management, Series 63, Strategic Financial..., Alternative Investments, Asset Managment, Mutual Funds, Securities, FINRA, Financial Analysis, Series 8, Series 3, Series 24, Uniform Combined State..., Investment Strategies, Retirement
Education
Berry College 1970 — 1973
Bachelor of Science (B.S.), Chemistry
Alec Parzych's Wells Fargo Advisors Experience May 2012 - August 2012
Job Majoring in Accounting at Bentley University, enrolled in 5year Master's Program
Industry Accounting
Experience
Wells Fargo Advisors May 2012 - August 2012
Education
Bentley University 2010 — 2014
Wells Fargo Advisors May 2012 - August 2012
Education
Bentley University 2010 — 2014
C.J. Clague's Wells Fargo Advisors Experience January 2008 - August 2009
Job Accounting Manager
Industry Accounting
Experience
Paramount General Agency January 2014 - Present
Academy Sports + Outdoors November 2012 - Present
Wells Fargo Advisors January 2008 - August 2009
Skills
Customer Service, Strategic Planning, Budgets, Negotiation, Management, Accounting, Finance, Financial Analysis, QuickBooks, Team Building, Financial Reporting, Teamwork, Leadership, Research, Time Management
Education
University of Texas at Tyler 2012 — 2014
Bachelor of Science (BS), Accounting
Blinn College 2010 — 2012
Associate's degree, Accounting and Business/Management
Paramount General Agency January 2014 - Present
Academy Sports + Outdoors November 2012 - Present
Wells Fargo Advisors January 2008 - August 2009
Skills
Customer Service, Strategic Planning, Budgets, Negotiation, Management, Accounting, Finance, Financial Analysis, QuickBooks, Team Building, Financial Reporting, Teamwork, Leadership, Research, Time Management
Education
University of Texas at Tyler 2012 — 2014
Bachelor of Science (BS), Accounting
Blinn College 2010 — 2012
Associate's degree, Accounting and Business/Management
Matthew Cecil, MBA's Wells Fargo Advisors Experience October 2009 - September 2011
Job Senior Associate of Business Development at Pacific Asset Management
Industry Investment Management
Experience
Pacific Asset Management January 2015 - Present
PIMCO September 2011 - January 2015
Wells Fargo Advisors October 2009 - September 2011
Britt & Associates July 2005 - November 2009
Skills
Business Development, Manage Client..., Client Development, Investment Management, Asset Allocation, Asset Management, Financial Analysis, Mutual Funds, Complaince, Macroeconomics, Microeconomics, Microsoft Office, Proprietary Software, Bloomberg, Morningstar, Portfolio Management, Fixed Income, Investment Strategies, Finance, Securities, Series 7, Capital Markets, Retirement Planning, FINRA, Wealth Management..., Hedge Funds
Education
University of California, Irvine - The Paul Merage School of Business 2008 — 2011
Master of Business Administration (M.B.A.), Finance
Biola University 2001 — 2005
Communication, General
Pacific Asset Management January 2015 - Present
PIMCO September 2011 - January 2015
Wells Fargo Advisors October 2009 - September 2011
Britt & Associates July 2005 - November 2009
Skills
Business Development, Manage Client..., Client Development, Investment Management, Asset Allocation, Asset Management, Financial Analysis, Mutual Funds, Complaince, Macroeconomics, Microeconomics, Microsoft Office, Proprietary Software, Bloomberg, Morningstar, Portfolio Management, Fixed Income, Investment Strategies, Finance, Securities, Series 7, Capital Markets, Retirement Planning, FINRA, Wealth Management..., Hedge Funds
Education
University of California, Irvine - The Paul Merage School of Business 2008 — 2011
Master of Business Administration (M.B.A.), Finance
Biola University 2001 — 2005
Communication, General
Gary Ben-Ezra, CFA®'s Wells Fargo Advisors Experience April 2007 - Present
Job Senior Vice PresidentInvestment Officer at The Oak Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors April 2007 - Present
Smith Barney October 2004 - April 2007
Enterprise Investments May 1997 - October 2004
PwC June 1995 - May 1997
Education
Boston University 1995 — 1996
Master of Business Administration (MBA), Business with concentration in Accounting
Union College 1991 — 1995
Bachelor of Arts (BA), Economics
Wells Fargo Advisors April 2007 - Present
Smith Barney October 2004 - April 2007
Enterprise Investments May 1997 - October 2004
PwC June 1995 - May 1997
Education
Boston University 1995 — 1996
Master of Business Administration (MBA), Business with concentration in Accounting
Union College 1991 — 1995
Bachelor of Arts (BA), Economics
Christopher Wilsey's Wells Fargo Advisors Experience June 2013 - July 2013
Job Experienced Financial Analyst
Industry
Experience
Wells Fargo Advisors June 2013 - July 2013
The First Church of Christ, Scientist October 2012 - December 2012
Education
Bentley University 2010 — 2014
Bachelor of Science (BS), Economics-Finance
Wells Fargo Advisors June 2013 - July 2013
The First Church of Christ, Scientist October 2012 - December 2012
Education
Bentley University 2010 — 2014
Bachelor of Science (BS), Economics-Finance
Albert Sampson's Wells Fargo Advisors Experience November 2011 - Present
Job Associate Vice PresidentInvestment Officer at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors November 2011 - Present
Morgan Stanley Private Wealth Management July 1994 - November 2011
Paine Webber September 1989 - June 1994
Drexel Burnham & Lambert February 1985 - January 1989
Skills
Wealth Management, Financial Analysis, Asset Allocation, Retirement Planning &..., Alternative Investments, Education Funding, Multi-generational...
Education
Boston College 1979 — 1983
Bachelor of Arts (B.A.), Economics
Wells Fargo Advisors November 2011 - Present
Morgan Stanley Private Wealth Management July 1994 - November 2011
Paine Webber September 1989 - June 1994
Drexel Burnham & Lambert February 1985 - January 1989
Skills
Wealth Management, Financial Analysis, Asset Allocation, Retirement Planning &..., Alternative Investments, Education Funding, Multi-generational...
Education
Boston College 1979 — 1983
Bachelor of Arts (B.A.), Economics
Sarah Bodeen WF Banker's Wells Fargo Advisors Experience March 2015 - Present
Job Licensed Personal Banker at Wells Fargo Advisors
Industry Banking
Experience
Wells Fargo Advisors March 2015 - Present
Wells Fargo November 2013 - Present
Skills
Microsoft Office, Loans, Credit, Mortgage Lending, Customer Service, Banking, Sales, Management, Investments, Life Insurance, Fixed Annuities, Series 6, Team Building, Leadership, Social Media, Credit Analysis, Retail Banking, Finance
Education
Calvary Chapel Bible College Europe 2012 — 2013
Bachelor of Arts (B.A.) in Theology
Calvary Chapel Bible College 2007 — 2009
Associate of Arts (AA) in Theology
Boise State University 2005 — 2007
Bachelor of Arts (B.A.) in Music, Minor in Business
Wells Fargo Advisors March 2015 - Present
Wells Fargo November 2013 - Present
Skills
Microsoft Office, Loans, Credit, Mortgage Lending, Customer Service, Banking, Sales, Management, Investments, Life Insurance, Fixed Annuities, Series 6, Team Building, Leadership, Social Media, Credit Analysis, Retail Banking, Finance
Education
Calvary Chapel Bible College Europe 2012 — 2013
Bachelor of Arts (B.A.) in Theology
Calvary Chapel Bible College 2007 — 2009
Associate of Arts (AA) in Theology
Boise State University 2005 — 2007
Bachelor of Arts (B.A.) in Music, Minor in Business
Matt Levesque's Wells Fargo Advisors Experience October 2012 - May 2013
Job Account Executive Manager Research at Brighton House Associates
Industry Financial Services
Experience
Brighton House Associates March 2015 - Present
Sun Life Financial June 2013 - February 2015
Wells Fargo Advisors October 2012 - May 2013
The Nottingham Wealth Management Group of Wells Fargo Advisors May 2008 - October 2012
Skills
Investments, Insurance, Customer Service, Sales, Mutual Funds, Financial Services, Retirement Planning, Financial Planning, Finance, Financial Analysis, Wealth Management, Life Insurance, Portfolio Management, Retirement, Disability Insurance
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2011 — 2012
Master's degree, Financial Planning and Services
Bentley University 2007 — 2011
Bachelor's degree, Finance, General
Brighton House Associates March 2015 - Present
Sun Life Financial June 2013 - February 2015
Wells Fargo Advisors October 2012 - May 2013
The Nottingham Wealth Management Group of Wells Fargo Advisors May 2008 - October 2012
Skills
Investments, Insurance, Customer Service, Sales, Mutual Funds, Financial Services, Retirement Planning, Financial Planning, Finance, Financial Analysis, Wealth Management, Life Insurance, Portfolio Management, Retirement, Disability Insurance
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2011 — 2012
Master's degree, Financial Planning and Services
Bentley University 2007 — 2011
Bachelor's degree, Finance, 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