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),
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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
Wells Fargo Advisors June 2015 - Present
Wells Fargo Advisors April 2014 - June 2015
Wells Fargo Advisors August 2009 - March 2014
Wells Fargo Advisors May 2008 - August 2009
Wachovia Securities June 2007 - June 2008
Wachovia Bank October 2005 - June 2007
Georgian Bank March 2004 - June 2005
H&R Block December 2004 - April 2005
Wachovia Bank September 2001 - March 2004
Ghana National Service Secretariat September 1992 - September 1993
Skills
Due Diligence, Anti Money Laundering, Risk Assessment, Dispute Resolution, Investments, Analysis, Compliance, Compliance Operations, Rules & Regulations, Enhanced Due Diligence, Dispute Settlement, Analytical Reasoning, Problem Solving, Negotiation, Relationship Building, Process Improvement, Consensus Building, Leadership, AML, Securities, Risk Management, Management, Finance, Financial Risk
Education
Ghana School of Law 1998 — 2000
Bachelor of Laws (LL.B.), Law
University of Ghana 1993 — 1997
Bachelor of Laws (LL.B.), Law
Achimota School 1985 — 1992
Wells Fargo Advisors July 2008 - Present
Banc of America Investment Services October 2001 - July 2008
Skills
Investments, Retirement, Mutual Funds, Retirement Planning, Asset Allocation, Estate Planning, Alternative Investments, IRAs, Fixed Income, 401k, 401k Rollovers, Life Insurance, Bonds, ETFs, Options, NMLS Licensed, Financial Advisory, Wealth Transfer, Wealth Planning, Investment Planning
Education
University of Florida 1996 — 1999
Bachelor's Degree
University of North Florida 1994 — 1995
Piedmont Airlines March 2015 - Present
Piedmont Airlines July 2014 - March 2015
Elevation Church April 2011 - September 2013
Wells Fargo Advisors March 2008 - April 2011
Wells Fargo Advisors May 2007 - March 2008
Wells Fargo Advisors January 2006 - May 2007
Enterprise Rent-A-Car December 2002 - June 2005
Skills
Customer Service, Sales, Team Building, Financial Analysis, Project Management, Process Improvement, New Business Development, Customer Satisfaction, Management, Sales Management, Non-profits, Leadership Development, Marketing Strategy, Accounting, Forecasting, Analysis, Leadership, System Administration, Business Development, Nonprofits, Account Management, Accounts Payable, Budgets, Coaching, Finance, Marketing, Microsoft Excel, Outlook, Public Speaking, Strategic Planning, Time Management, Training, Banking, Event Planning, Video Production, QuickBooks, Risk Management, Team Leadership, CRM, Program Management, Strategy
Education
University of Delaware 1994 — 1998
Bachelor of Arts, Psychology and Criminal Justice
Salesianum School 1990 — 1994
HS Diploma, College Prep
Wells Fargo Advisors February 2014 - Present
Wells Fargo Advisors July 2010 - January 2014
Ameriprise Financial Services, Inc. September 2006 - October 2007
Raymond James Financial Inc. May 2005 - August 2005
Skills
Management, Customer Service, Marketing, Microsoft Office
Education
University of Florida 2002 — 2006
Bachelor of Science (B.S.), Finance, General
Discover Financial Services January 2015 - Present
Discover Financial Services April 2013 - January 2015
Discover Financial Services March 2012 - April 2013
Discover Financial Services November 2011 - March 2012
BMO Harris Financial Advisors December 2009 - November 2011
Wells Fargo Advisors December 2007 - January 2009
Skills
Financial Analysis, Analytical Abilities, Analytical Approach, Attention To Detail, Customer Focus, Customer Relations, Customer Service, Economics, Econometrics, Excel, Bloomberg Terminal, Trade Finance, Series 7, Morningstar, Microsoft Office, Windows 7, Mac OS X, SQL, Project Management, Microsoft Excel, SDLC, Business Analysis, Leadership, OS X, Analytical Skills, CRM, Risk Management, Vendor Management, Bloomberg, Access, Investments, Data Analysis
Education
University of Illinois at Chicago 2005 — 2009
BA, Financial Economics
Bartlett High School 2001 — 2005
VALIC January 2015 - Present
State Farm May 2013 - Present
Wells Fargo Advisors March 2012 - May 2013
J.P. Morgan March 2010 - February 2012
PNC 2009 - 2010
Charles Schwab February 1999 - August 2009
Skills
Retirement, Mutual Funds, Insurance, Financial Services, Retirement Planning, Financial Advisory, Asset Management, Securities, Wealth Management, Small Business, Risk Management, Portfolio Management, Long-term Care, Banking, Asset Allocation, Sales, Investments, Fixed Annuities, Life Insurance, Leadership, Financial Planning, Financial Risk
Education
University of Illinois at Urbana-Champaign 1989 — 1994
Bachelor of Science (BS), Military History
ABW Financial Services LLC May 2015 - Present
ABW Financial Services LLC May 2012 - Present
University of Illinois at Urbana-Champaign January 2015 - March 2015
Wells Fargo Advisors June 2013 - August 2013
The Amateur Baseball Report December 2011 - January 2013
Education
University of Illinois at Urbana-Champaign 2012 — 2015
Bachelor’s Degree, 3.98
Smith & Nephew February 2014 - Present
Wells Fargo Advisors January 2012 - May 2013
Oppenheimer & Co. 2009 - 2011
UBS 2007 - 2008
Skills
Financial Analysis, Strategic Financial..., Sales, Social Media, Financial Modeling, Finance, Risk Management, Microsoft Excel, Credit, Corporate Finance, Insurance, Microsoft Office, Customer Service, PowerPoint, Data Analysis, Analysis
Education
University of Florida 2004 — 2005
Master of Science (M.S.), Management Information Systems, General
University of Florida 2000 — 2004
Bachelor of Arts (B.A.), Business Administration and Management, General
Robbins Advisory Services LLC March 2013 - Present
Wells Fargo Advisors April 2010 - March 2013
Fidelity Investments May 2007 - February 2009
Skills
Retirement Planning, Series 7, Investments, Financial Modeling, Mutual Funds, Strategic Financial..., Wealth Management, Financial Advisory, Investment Advisory, Fixed Income, Portfolio Management, Trading, Securities, Asset Management, Asset Allocation, Series 63, Financial Services, Retirement, Bonds, Uniform Combined State..., Options, Equities
Education
University of Utah 2009 — 2010
Master of Business Administration (MBA)
University of Florida
Bachelor of Music, Vocal Performance
Wells Fargo Advisors February 2009 - Present
The Mobile Solution April 2004 - December 2008
Skills
Team Building, Sales Management, Customer Service, Sales, Public Speaking, Business Development, Teamwork, Management, Project Planning, Leadership
Education
University of Florida - Warrington College Of Business
BS, BUSINESS ADMINISTRATION
Westport Resources LLC 2012 - Present
Wells Fargo Advisors September 2007 - August 2012
Citi Group Global Markets Inc July 1993 - September 2007
US Navy 1968 - 1973
Skills
Wealth Management, Portfolio Management, Investments, Retirement Planning, Wealth Management..., Wealth, Capital Markets, Series 7, Investment Advisory
Education
University of Hartford 1974 — 1977
Accounting and Finance
University of New Haven 1964 — 1968
Bachelor of Science (B.S.), Marketing Research
VCE, the Virtual Computing Environment Company February 2014 - Present
VCE February 2013 - February 2014
VCE January 2012 - February 2013
VCE September 2010 - December 2011
Wells Fargo Advisors May 2008 - August 2008
Campus USA Credit Union August 2007 - May 2008
Education
University of Florida 2005 — 2009
Bachelor of Science, Finance
National Oilwell Varco June 2013 - Present
BBVA Compass December 2011 - March 2012
Wells Fargo Advisors October 2010 - December 2011
Morgan Stanley November 2008 - September 2010
Merrill Lynch July 2008 - November 2008
Sonic Automotive August 2007 - July 2008
Skills
Portfolio Management, Financial Analysis, Asset Managment, Process Improvement, Relationship Management, Investments, Strategic Financial..., Business Analysis, Business Development, Sales Management, Asset Management, Compliance Analysis, Cross-functional Team..., Banking, Financial Modeling, Export Control..., Retirement Planning, Asset Allocation, Risk Management
Education
University of Houston, Victoria 2002 — 2007
BBA, Management
Upstream investment partners March 2014 - Present
Morgan stanley August 2011 - November 2013
Wells Fargo Advisors December 1985 - August 2011
Skills
Wealth Management, Portfolio Management, Series 63, Investments, Mutual Funds, Alternative Investments, Asset Allocation, Equities, Retirement Planning, Securities, Fixed Income, Asset Management, Investment Advisory, Financial Services, Strategic Financial..., Capital Markets, Hedge Funds, Investment Strategies, Banking, Series 7, Financial Planning
Education
University of Florida 1981 — 1985
Bachelor of Science (BS) and Bachelor of Arts, Finance and Financial Management Services
Wells Fargo Advisors November 2014 - Present
Wells Fargo Advisors November 2012 - Present
Wells Fargo Advisors August 2011 - November 2012
Wells Fargo Advisors March 2007 - January 2011
Wells Fargo Advisors October 2005 - April 2006
Monsanto August 2005 - October 2005
Illinois Foundation Seeds Inc. May 2001 - August 2004
Skills
Wealth Management, Fixed Income, Securities, Equities, Investments, Bloomberg, Business Requirements, Business Analysis, Financial Analysis, Bonds, Business Process, Options, Financial Risk, Account Reconciliation, Visio, FINRA, Analysis
Education
University of Illinois at Urbana-Champaign 1999 — 2004
Bachelor of Science, Agricultural Finance
Wells Fargo Advisors October 2013 - Present
Mattress Firm June 2012 - Present
Northwestern Mutual April 2011 - November 2011
University of Illinois at Urbana-Champaign April 2009 - October 2010
Don Moyer Boys & Girls Club April 2007 - August 2007
St. Louis Downtown Public Library April 2003 - August 2004
Skills
Sales, Microsoft Office, Team Building, Microsoft Word, PowerPoint, Sports, Social Networking, Building Relationships, Strategic Planning, Cold Calling, Sales Presentations, Account Management, Sales Process, Sports Marketing, Event Management, Program Management
Education
University of Illinois at Urbana-Champaign 2006 — 2010
Bachelor of Applied Science (BASc), Health/Health Care Administration/Management, 3.3
Cardinal Ritter College Prep High School
Wells Fargo Advisors January 2012 - Present
Morgan Stanley Smith Barney June 2009 - January 2012
Smith Barney February 1998 - June 2009
PaineWebber September 1986 - February 1998
Skills
Retirement Planning and..., Business Owner Planning, Estate Investment..., 401k Rollovers, Individual Retirement..., Asset Allocation, Equities, Investments, Securities, Mutual Funds, Finance
Education
University of Georgia - Terry College of Business 1974 — 1985
Bachelor's Degree, Business Administration Marketing
University of Pennsylvania - The Wharton School 2007 — 2009
Securities Industry Institute, Leadership Development
Wells Fargo Bank, NA May 2014 - Present
Wells Fargo Advisors January 2001 - May 2014
FINRA September 1986 - January 2001
Education
University of Georgia - Terry College of Business 1980 — 1985
BBA, Risk Management
Wells Fargo Advisors October 2015 - Present
Wells Fargo Advisors March 2014 - October 2015
Thomson Reuters October 2008 - December 2013
Thomson Reuters October 2006 - October 2008
Thomson Reuters October 2005 - October 2006
Thomson Reuters August 2004 - October 2005
Skills
Leadership, Business Analysis, Process Improvement, Management, CRM, Data Analysis, Change Management, Strategy, Analysis, Financial Markets, Strategic Planning, Microsoft Excel, Coaching, Program Management, Customer Experience, Business Strategy, Market Research, Voice of the Customer
Education
Washington University in St. Louis - Olin Business School 2010 — 2012
MBA
University of Illinois at Urbana-Champaign - College of Business 1998 — 2002
BS, Business Administration
Wells Fargo Advisors June 2013 - Present
AXA Advisors / Karr Barth Associates November 2011 - May 2013
Major League Lacrosse May 2011 - May 2013
Education
University of Delaware 2006 — 2011
Bachelor of Science (BS), Organizational Leadership
Wells Fargo Advisors August 2001 - Present
Morgan Stanley April 1996 - August 2001
Missouri Athletic Club May 1994 - October 1995
Skills
Investments, Asset Allocation, Retirement Planning, Mutual Funds, Retirement, Financial Advisory, Securities
Education
Webster University 1990 — 1993
Master of Business Administration (MBA), Marketing
University of Denver 1974 — 1977
Bachelor of Science (B.S.), Political Science
Franklin College, Lugano Switz. 1973 — 1974
John Burroughs High School 1967 — 1973
Wells Fargo Advisors September 2005 - Present
Deloitte & Touche, LLP September 2003 - September 2005
C.H. Dean, Inc. January 2000 - May 2000
Skills
Investments, Retirement Planning, Financial Analysis, Risk Management, Mutual Funds, Securities, 401(k) Rollovers, Asset Allocation, Concentrated Stock..., Estate Investment..., Financial Advisory, Financial Services, Fixed-Income Strategies, Insurance, Investment Planning, Investment Strategies, Multigenerational..., Retirement, Retirement Plan..., Retirement Savings, Stock Analysis, Bonds, Annuities, Strategic Planning, Tax-Efficient Strategies, Wealth Preservation...
Education
University of Dayton 2002 — 2003
MBA, Finance Concentration
University of Dayton 1998 — 2002
Accounting Degree, Accounting
Wells Fargo Advisors August 2013 - Present
Wells Fargo Advisors January 2011 - August 2013
Wells Fargo Advisors March 2008 - December 2010
Bank of America August 2007 - March 2008
Bank of America September 2006 - August 2007
Bank of America August 2005 - September 2006
Education
University of North Carolina at Chapel Hill 2001 — 2005
Bachelor of Arts (BA)
University of Florida 2012 — 2015
Master of Business Administration (M.B.A.)
Cerberus Capital Management August 2014 - Present
J.P. Morgan June 2012 - July 2014
J.P. Morgan June 2011 - August 2011
DiscountForest January 2010 - June 2011
Jackson and Coker May 2010 - August 2010
Wells Fargo Advisors June 2009 - August 2009
Education
University of Georgia - Terry College of Business 2008 — 2012
Bachelor of Business Administration (BBA), Banking and Finance, Summa Cum Laude
Holy Innocents' Episcopal School 2004 — 2008
9-12
J.P. Morgan July 2014 - Present
J.P. Morgan July 2013 - June 2014
J.P. Morgan July 2011 - June 2013
Wells Fargo Advisors September 2010 - December 2010
Skills
Series 7, Series 63, Series 6
Education
University of Dayton 2007 — 2011
Bachelor of Science (BS), Finance and Economics
GROSCHUP MARTIN WEALTH MANAGEMENT GROUP, LLC October 2010 - Present
Wells Fargo Advisors November 2008 - October 2010
MERRILL LYNCH, DOWNTOWN October 2001 - November 2008
Merrill Lynch 2001 - 2008
VISION MANAGEMENT INTERNATIONAL June 2000 - October 2001
Vision 2001 June 1993 - June 2000
IBM CORPORATION February 1992 - June 1993
IBM Corporation January 1990 - February 1992
IBM Corporation April 1989 - January 1990
IBM CORPORATION January 1984 - April 1988
Skills
Program Management, Strategic Planning, Finance, Wealth Management, CRM, New Business Development, Marketing Strategy, Financial Services, Team Building, Organizational..., Insurance, Series 7, Financial Advisory, Investment Strategies, Risk Management, Sales Operations, Market Research, Team Management, Business Process, Customer Satisfaction, Small Business, Portfolio Management, Fixed Annuities, Retirement Planning, Leadership, Management, Strategy, Marketing, Investments
Education
University of Dayton 1968 — 1972
MBA, Finance
University of Tennessee 1968 — 1972
BS, Marketing and Business Administration
Various Companies May 2013 - Present
Capital One May 2012 - April 2013
HSBC April 2002 - May 2012
Diamond Project Management Consulting March 2001 - March 2002
Wells Fargo Advisors September 1996 - April 2000
Ernst & Young January 1992 - September 1996
Accenture June 1988 - December 1991
Skills
PMO, Project Portfolio..., PMP, Program Management, Business Analysis, SDLC, Process Improvement, Project Management, Business Process, Integration, Analysis, Vendor Management, IT Strategy, Financial Services, Credit Cards, Information Technology, Business Process..., Software Project..., IT Management, Requirements Analysis, Resource Management, Cross-functional Team..., Start-ups, Change Management, Management Consulting, Consulting, Project Planning, Business Requirements, Risk Management
Education
University of Illinois at Urbana-Champaign 1984 — 1988
BS, General Engineering
Kauffman FastTrac NewVenture Program 2013 — 2013
For Early Stage Entrepreneurs, Awarded Best Business Model
Wells Fargo Advisors 2005 - 2012
Wells Fargo 2004 - 2005
Skills
Portfolio Management, Series 7, Life & Health Insurance..., Stockbroking, Bond Markets, Mutual Funds, Wealth Management, Uniform Combined State...
Education
University of Houston, C.T. Bauer College of Business 1998 — 2002
Bachelor of Business Administration (BBA), Finance and Marketing, Cum Laude
Wells Fargo December 2014 - Present
Wells Fargo Advisors December 2014 - Present
Wells Fargo January 2013 - December 2014
Cinema 59 Productions June 2010 - December 2011
Happy Madison, Sony Pictures Entertainment February 2009 - September 2009
Spitz Productions September 2008 - February 2009
S.E.E.-Naimibia August 2008 - September 2008
Happy Madison, Sony Pictures February 2008 - July 2008
Happy Madison, Sony Pictures Entertainment April 2007 - January 2008
Universal Pictures May 2006 - February 2007
Skills
Microsoft Office, Budgeting, Contract Negotiation, Photoshop, Final Draft, Budgets
Education
University of Denver 1993 — 1997
BSBA, Finance/Marketing
Peninsula High School 1989 — 1993
Seaboard Advisors, Inc. October 2011 - Present
Seaboard Advisors, Inc. October 2011 - Present
Wells Fargo Advisors August 2008 - October 2011
Ameris Bank/Raymond James January 2005 - August 2008
SunTrust Investment Services 2001 - 2004
US Army 1993 - 1996
Skills
Investments, Financial Planning, Asset Management, Finance, Securities, Management, Financial Services
Education
University of Georgia - Terry College of Business 1991 — 1998
BBA, Organizational Management
Wells Fargo Advisors June 2012 - Present
Northwestern Mutual 2007 - October 2012
Education
University of Idaho 2001 — 2006
Bazaarvoice June 2013 - Present
BMC Software April 2012 - May 2013
BMC Software June 2010 - December 2011
Program for Excellence in Selling January 2010 - June 2010
Wells Fargo Advisors August 2009 - January 2010
Tech USA, Incorporated September 2008 - January 2009
U.S. Marine Corps July 2002 - September 2008
Skills
Cloud Computing, SaaS, Sales Process, Salesforce.com, Enterprise Software, Business Service..., Solution Selling, Lead Generation, Professional Services, Direct Sales, Account Management, Partner Management, Go-to-market Strategy, Business Development, Sales Enablement, Business Alliances, Leadership, Sales, Software Industry, Sales Operations, Selling, Data Center, Sales Management, Management, Strategy
Education
University of Houston 2006 — 2010
Bachelor of Business Administration, Finance & Marketing
Unisys June 2015 - Present
Strategic Staffing Solutions August 2013 - Present
SyllogisTeks March 2015 - June 2015
Wells Fargo Advisors 2013 - 2015
Midwest Employers Casualty Company May 2006 - April 2013
Midwest Employers Casualty Company March 2005 - May 2006
Amdocs 2003 - 2005
SBC Directory Operations 1998 - 2003
Sherwood - Davis & Geck 1996 - 1998
Skills
Oracle SQL, Erwin, Data Warehouse..., ETL, Data Warehousing, Business Intelligence, SDLC, Software Development, IT Management, PL/SQL, T-SQL, System Architecture, Oracle, Databases, Testing, Informatica, Requirements Gathering, Analysis, OLAP, Data Migration, Database Design, Data Architecture, Data Modeling, Requirements Analysis, Quality Assurance
Education
University of Illinois at Urbana-Champaign 1972 — 1977
Bachelor of Science in Industrial Engineering, Engineering, Graduated with Honors
Wells Fargo Advisors March 2009 - Present
Assured Guaranty March 2005 - March 2009
A.G. Edwards April 1989 - March 2005
Skills
Fixed Income, Bonds, Series 7, Capital Markets, Portfolio Management, Securities, Investments, Investment Banking, Credit Analysis, Bloomberg, Financial Modeling, Alternative Investments, Trading, Risk Management
Education
University of Illinois at Urbana-Champaign 1982 — 1987
Bachelor of Arts, Rhetoric
North High School 1978 — 1982
Wells Fargo Advisors July 2002 - Present
Education
University of Evansville 1980 — 1987
BS, Finance
PwC Consulting August 2011 - Present
Wells Fargo Advisors June 2010 - August 2010
Education
University of Florida 2007 — 2011
Bachelor of Science (BS), Finance, General
University of Florida 2007 — 2011
Bachelor of Science (B.S.), Management Information Systems, General
Wells Fargo Advisors July 2013 - Present
Wells Fargo Advisors February 2012 - July 2013
Severin Investments LLC October 2011 - February 2012
Thrivent Financial January 2009 - June 2010
Houlihan & Smith Inc June 2008 - October 2008
Heritage Club September 1999 - June 2008
University of Dayton August 2004 - May 2006
Skills
Investments, Finance, Mutual Funds, Financial Analysis, Retirement Planning, Customer Service, Equities, Marketing, Business Development, Financial Advisory, Sales, Insurance, Selling, Event Planning, Public Speaking, Start-ups
Education
University of Dayton 2003 — 2008
Bachelor of General Studies
Guthy-Renker Fullfilment Svcs June 2014 - Present
Experian Consumer Direct January 2014 - Present
Wells Fargo Advisors November 2011 - January 2014
Skills
SDLC, Requirements Analysis, Visio, Business Requirements, Systems Analysis, Software Documentation, User Acceptance Testing, Process Improvement, Databases, Business Analysis, Data Conversion, Risk Management, Process Management, SQL, Access, Lotus Notes, PeopleSoft, SharePoint, Test Strategy, WinRunner, Integration, ISEB, Cross-functional Team..., Team Leadership, Teamwork, Test Management, Testing, Test Automation, Test Planning
Education
University of Houston 1988 — 1995
Bachelor's degree, Electrical and Electronics Engineering
SUPERVALU February 2012 - Present
Wells Fargo Advisors April 2010 - November 2011
Ameriprise Financial Services, Inc. November 2009 - April 2010
Delta Air Lines August 2009 - November 2009
Express Scripts June 2008 - July 2009
Boston Scientific August 2007 - March 2008
Ameriprise Financial Services, Inc. October 2006 - July 2007
Black Box Network Services 2004 - 2006
Electroshield 2003 - 2004
Volkart May & Associates, Inc. 2000 - 2002
Skills
Business Intelligence, Integration, Data Warehousing, Project Management, Agile Project Management, CRM, PMP, Requirements Analysis, Business Requirements, Project Portfolio..., Analysis, Data Migration, PeopleSoft, SharePoint, PMO, HTML, Waterfall, .NET, Middleware, Data Management, Iterative Methodologies, PM of CRM/ERP..., Informatica, Siteminder, TIBCO, Big Data, Big Data Analytics, Adobe CQ5, Hadoop, Enterprise Service BUS..., Data Mining, Microstrategy, Oracle Access Manager, Oracle Identity Manager, App Dev..., Splunk, Tableau Software, Portal Development, Web Applications..., Peoplesoft CRM, J2EE Web Services, Oracle 10.3 WLP/WLS/WLI, Active Directory, LDAP, Federated Identity..., Wildfly! (formerly..., Adobe Experience..., Management, SDLC, Vendor Management
Education
University of Dayton 1982 — 1984
BSBA, Finance & Management
University of Michigan 1975 — 1978
pre BS, LS&A & Stephen Ross School of Business
A. J. Kilpatrick & Company December 2009 - Present
Wells Fargo Advisors August 2005 - December 2009
Education
University of Georgia - Terry College of Business 1988 — 1992
BBA, Risk Management & Insurance
Wells Fargo Advisors December 1983 - Present
Skills
Private Equity, Investments, Equities, Financial Analysis, Valuation
Education
Western Michigan University - Haworth College of Business 1979 — 1981
MBA, Finance
University of Illinois 1974 — 1978
B.S., Marketing
InHealth Mutual 2015 - Present
Law Office of Lawrence J. Stelzer, Jr. 2014 - 2015
Simplifi ESO, LLC 2010 - 2013
Wells Fargo Advisors 2008 - 2010
Law Office of Lawrence J. Stelzer, Jr. 2003 - 2008
Ohio Council of Retail Merchants 1995 - 2003
Vorys, Sater, Seymour and Pease LLP 1991 - 1994
Vorys, Sater, Seymour and Pease LLP 1990 - 1990
Alley, Maass, Rogers & Lindsay, P.A. 1989 - 1989
Skills
Commercial Litigation, Employment Law, Litigation, Legal Research, Healthcare, Civil Litigation, Insurance, Mediation, Hearings, Dispute Resolution, Employee Benefits, Estate Planning, Securities, Corporate Law, Claim
Education
University of Florida - Fredric G. Levin College of Law
Juris Doctorate, Law
University of Florida
BA, Political Science
Wittenberg University
Liberal Arts
Wells Fargo Advisors December 2010 - Present
Wells Fargo 2010 - 2012
New York Life Insurance Company August 2009 - June 2010
New Mass Media December 2006 - August 2008
Money Wise Solutions March 2005 - July 2006
Skills
Life Insurance, Retirement Planning, Retirement, Insurance, Cold Calling, Fixed Annuities, Budgets, Customer Service, Team Building, Finance, Investments, Portfolio Management, Financial Services, Mutual Funds, Microsoft Office, Sales
Education
University of Hartford 1999 — 2003
B.S, Business Administration, Economics, Finance
University of Hartford 1999 — 2003
BS business administration, Economics & Finance , Economics
Parker, Hudson, Rainer & Dobbs August 2014 - Present
Parker, Hudson, Rainer & Dobbs May 2013 - July 2013
Wells Fargo Advisors May 2012 - August 2012
UBS May 2010 - August 2010
Skills
Microsoft Word, Legal Research, Microsoft Office, Public Speaking, PowerPoint, Westlaw, Research, Microsoft Excel, LexisNexis
Education
University of Georgia School of Law 2011 — 2014
Doctor of Law (J.D.)
University of North Carolina at Chapel Hill 2007 — 2011
Bachelor of Science (B.S.), Finance, General
JPMorgan Chase & Co. May 2015 - Present
JPMorgan Chase July 2013 - May 2015
JPMorgan Chase September 2012 - May 2013
JPMorgan Chase June 2012 - August 2012
JPMorgan Chase February 2012 - May 2012
Michael Kors June 2011 - August 2011
The Sawtooth Group June 2010 - August 2010
Wells Fargo Advisors June 2009 - August 2009
Skills
Data Analysis, Microsoft Office, PowerPoint, Marketing, Microsoft Excel, Microsoft Word, Access, Leadership, Time Management, Sales, Social Media, Social Networking, Team Leadership, Public Speaking, Visual Basic
Education
University of Delaware - Lerner College of Business and Economics 2009 — 2013
Bachelor of Science, Marketing, MIS
Holmdel High School 2005 — 2009
RBC Wealth Management January 2012 - Present
Wells Fargo Advisors May 2010 - January 2012
ND Advisors August 2009 - May 2010
Skills
Wealth Management, Investments, Portfolio Management, Retirement Planning, Financial Services, Securities, Equities, Fixed Income, Asset Allocation
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2009
Bachelor of Science (BS), Finance
University of Delaware
Finance
ADP March 2014 - Present
FX Renew 2009 - February 2014
Wells Fargo Advisors 2000 - 2009
Skills
Management, Leadership, Strategy, Strategic Planning, Business Development, B2B, Recruiting, Marketing Strategy, Team Building, Vendor Relationships, Sales Forecasting and..., 401k, Forecasting, Budgets, Customer Service, Sales Management, Coaching, Team Leadership, Sales Motivation, Building Relationships, Consulting, Corporate Advisory, Finance, Online Marketing, Marketing
Education
University of Florida
Bachelor's Degree, Economics
JLL April 2015 - Present
Illinois Business Consulting September 2011 - September 2014
O’Neil & Gaspardo, LLC June 2013 - August 2013
Wells Fargo Advisors June 2012 - July 2012
Prestwick Country Club June 2007 - September 2007
Education
University of Illinois at Urbana-Champaign - College of Business 2010 — 2014
Bachelor of Science (BS), Accounting
Wells Fargo Advisors September 2010 - Present
Morgan Stanley Investment Management December 2002 - September 2010
Bank of America Investments March 1992 - December 2002
Skills
Investments, Finance, Financial Advisory, Retirement, Bonds, Fixed Annuities, Fixed Income, Equities
Education
University of Missouri-Saint Louis 1984 — 1989
Bachelor's, Business-Finance
University of Florida 1979 — 1983
Journalism
Ameriprise Financial Services, Inc. June 2011 - Present
Wells Fargo Advisors November 2007 - June 2011
PrimeVest Financial Services October 2003 - November 2007
Education
University of Hartford 1996 — 2000
Bachelor, Criminal Justice
Sparta High School 1992 — 1996
HS, General Study
Lawson Winchester Wealth Management January 2012 - Present
Wells Fargo Financial Network October 2010 - January 2012
Wells Fargo Advisors 2005 - 2010
Amsouth Bank April 2003 - April 2005
Morgan Stanley April 2001 - April 2003
Skills
Retirement Planning, Investment Advisory..., Life Insurance, Estate Planning, College Education..., Variable Annuities, Equity Indexed Annuities, Series 7, Investments, Finance, 401k, Customer Service
Education
University of Georgia - Terry College of Business 1995 — 1999
BA, Finance
Gainesville High School
Cognizant Technology Solutions / Express Scripts August 2014 - Present
UST Global April 2014 - August 2014
Pekin Insurance September 2013 - April 2014
UST Global August 2013 - September 2013
State of Missouri and State of Arkansas May 2013 - August 2013
IBM Global Business Services December 2012 - May 2013
American College of Cardiology May 2012 - November 2012
Wells Fargo Advisors August 2010 - February 2012
TD Bank February 2010 - August 2010
Express Scripts June 2009 - February 2010
Skills
SDLC, Quality Assurance, Testing, Test Planning, Software Quality..., Requirements Analysis, Requirements Gathering, Manual Testing, Test Cases, Agile Methodologies, Business Analysis, User Acceptance Testing, Integration, Software Documentation, Waterfall, System Testing, Scrum, Defect Tracking, Regression Testing, Business Requirements, Software Project..., Test Management, HP Quality Center, Process Management, Scrum Framework, IBM Rational Quality..., SharePoint Dashboards, Test Strategy, Agile Testing, Visio, ClearQuest, Pairwise Testing, Management
Education
University of Engineering and Technology, Lahore 1984 — 1990
BS, Mechanical Engineering, A
Acuity Institute 2010 — 2011
Lean Six Sigma Black Belt, Process Management
Wells Fargo Advisors June 2015 - Present
Education
University of Delaware 1999 — 2001
Masters in Public Administration, Community Development & Nonprofit Leadership
University of North Carolina at Greensboro 1994 — 1998
Bachelor of Science, Political Science
Charlotte Country Day School 1991 — 1994
High School Diploma
Wells Fargo Advisors March 2012 - June 2015
Wells Fargo October 2010 - March 2012
Wells Fargo January 2008 - October 2010
Aegis Lending Corporation January 2006 - January 2008
Skills
Financial Services, Cross-functional Team..., Portfolio Management, Investments, Business Strategy, Wealth Management, Management, Financial Advisory, Cross Selling, Credit, Diversity & Inclusion, FINRA, Financial Analysis, Business Analysis, Real Estate, Mortgage Lending, Loans, Finance, Real Estate Transactions, Microsoft Excel, Consultative Selling, Strategic Partnerships
Education
University of Florida - Warrington College of Business Administration
Master of Business Administration (M.B.A.), Competitive Strategy and Finance
University of South Florida
Bachelor’s Degree, Finance
Wells Fargo Advisors June 2015 - Present
Maritz Travel Company June 2014 - June 2015
Maritz Travel Company November 2011 - June 2014
Activated Marketing November 2010 - November 2011
United Way of the Greater Dayton August 2009 - December 2009
University of Dayton Campus Activities Board August 2007 - December 2009
Creative Producers Group June 2008 - August 2008
Skills
Event Planning, Social Media Marketing, Marketing, Social Media, Customer Service, Event Management, Digital Marketing, Leadership, Time Management, Corporate Events, Public Relations, Marketing Communications, Account Management, Social Networking, Email Marketing, Hospitality, Trade Shows, Public Speaking, Business Meetings, Incentive Travel, Executive Support, Attendee Registration, Food & Beverage, Managing Project Budgets, Cvent, Prime, Web-based Reporting, Project Management, Salesforce.com, Budgets
Education
University of Dayton 2006 — 2010
Bachelor of Arts, Communication Management, Psychology
Nerinx Hall 2002 — 2006
Digital Marketer 2015 - Present
Independent Digital Marketing Consultant 2014 - 2015
Wells Fargo Advisors 2012 - 2014
E*TRADE Financial Corporation 2010 - 2012
Southeast Surgical 2008 - 2010
Prudential Florida WCI Realty 2004 - 2008
Skills
Marketing, Digital Strategy, Email Marketing, PPC, Google Adwords, Digital Marketing, Marketing Strategy, Sales Funnel..., Sales Funnels, Retargeting, Traffic Generation, Landing Pages, Social Media Marketing, Landing Page..., Content Marketing, Custom Facebook Pages, Email Strategy, Facebook, Mobile Marketing, Funnel Optimization, Conversion Optimization, Email Marketing Software, Integrated Marketing, Facebook Marketing, Twitter, Twitter Marketing, Google+, Google Analytics, Direct Mail Campaigns, Website Creation, Mobile Advertising, Video Production, Social Media, Social Networking, Small Business, Web Design, Analytics, Facebook Fan Page..., Facebook Fan Page..., YouTube, Email List Building, Linkedin Marketing, Sales, Account Management, Strategic Planning, Team Building, SEO
Education
University of Florida
Bachelor’s Degree, Business Administration, 3.3
Wells Fargo Advisors November 2014 - Present
Allianz Asset Management AG September 2011 - May 2014
AIG / Chartis Insurance Company March 2010 - September 2011
AIG / Chartis Insurance Company June 2009 - March 2010
AIG / Chartis Insurance Company February 2008 - June 2009
First Investor Corporation May 2007 - December 2007
Skills
Access, Business Analysis, Capital Markets, Financial Modeling, Financial Reporting, Financial Services, Fixed Income, Underwriting, Financial Analysis, Analysis, Insurance, Management, Microsoft Excel, Marketing, Customer Service, Leadership, Sales, Accounting, Microsoft Office
Education
University of Hartford 2003 — 2007
B.S, B.S. in Business Administration, Major in Economics and Finance, GPA of 3.45
Wells Fargo Advisors July 1986 - Present
Champion Laboratories June 1984 - July 1986
Skills
Retirement Planning, Retirement Income..., Qualified Retirement..., Retirement Savings, 401k Rollovers, Roth IRA, Traditional IRA, Simple IRA, SEP IRA, Investments, Investment Advisory, Investment Strategies, Variable Annuities, Estate Planning
Education
University of Evansville 1981 — 1984
Bachelor of Science, Marketing and Finance
Morgan Stanley June 2014 - Present
Wells Fargo Advisors October 2013 - June 2014
Education
University of Illinois at Urbana-Champaign 2009 — 2013
Bachelor’s Degree, Communication
Talent Group May 2015 - Present
Wells Fargo Advisors May 2014 - August 2014
University of Dayton August 2013 - August 2014
Accsell Inc. May 2013 - August 2013
Skills
Marketing Communications, Sales Operations, Management, Interviewing Skills, Employee Training, Microsoft Excel, Microsoft Word, PowerPoint
Education
University of Dayton 2011 — 2015
Bachelor of Arts (B.A.), Spanish Language and Literature
Westlake High School 2007 — 2011
Wells Fargo Advisors November 1995 - Present
Skills
Investments, Financial Analysis, Portfolio Management, Retirement Planning, Financial Planning, Wealth Management, Risk Management, Mutual Funds, Financial Services, Banking
Education
Wilmington University 2010 — 2012
Master’s Degree, Business Administration - Finance
University of Delaware - Lerner College of Business and Economics 1990 — 1994
Bachelor's degree, Finance, General
Wells Fargo Advisors February 2015 - Present
Wells Fargo Advisors May 2012 - February 2015
Wells Fargo Advisors May 2011 - May 2012
Wells Fargo Advisors June 2010 - August 2010
Scottrade June 2009 - May 2010
Education
University of Florida
BA, Economics
University of Tampa - John H. Sykes College of Business
MBA & MS, Finance
Wells Fargo Advisors May 2005 - Present
Edward Jones May 2000 - May 2005
Van Kampen Investments May 1990 - May 2000
Skills
Mutual Funds, Investments, Retirement Planning, Asset Allocation, 401k Rollovers, Financial Services, Insurance, Fixed Income Strategies, Municipal Bonds
Education
University of Delaware - Lerner College of Business and Economics 1986 — 1990
Bachelor of Science (B.S.), Finance, General
Bishop Eustace Preparatory High School, Pennsauken, NJ 1982 — 1986
High School
Wells Fargo June 2015 - Present
Wells Fargo Advisors July 2014 - Present
Wells Fargo February 2015 - June 2015
Wells Fargo July 2014 - February 2015
Wells Fargo May 2012 - July 2014
Wells Fargo November 2011 - May 2012
Champs Sports 2006 - 2011
Skills
Retail Banking, Relationship Management, Sales, Banking, Credit, Portfolio Management, Cross Selling, Risk Management, Investments, Finance, Customer Service, Insurance, Consumer Lending
Education
University of Houston
Luna's Mexican Restaurant October 2014 - Present
Menchie's Frozen Yogurt February 2012 - February 2013
American Campus Communities May 2009 - December 2011
Wells Fargo Advisors August 2010 - December 2010
Skills
Event Planning, Marketing, Social Media Marketing, Salesforce.com, Marketing Communications, Project Management, Project Planning, Establishing Strategic..., Establishing Processes, Establishing..., Project Coordination, Training Facilitation, Management, Calendar Planning, Microsoft Office, Zoho, Microsoft Excel, Public Speaking, Social Media, Facebook, Twitter, Yelp, Webmail, Advertising, Mac, Squirrelmail, PowerPoint, Account Management, Nonprofits, Social Networking
Education
University of Houston 2007 — 2011
Bachelor of Business Administration (BBA), Marketing
CenturyLink April 2014 - Present
Level 3 Communications January 2013 - April 2014
Piper Group International December 2011 - December 2012
Clayton Holdings September 2010 - December 2011
Wells Fargo Advisors 2009 - 2009
Merrill Lynch 2009 - 2009
Skills
Financial Modeling, Valuation, Investment Banking, Financial Analysis, Corporate Finance, Project Management, Marketing Strategy, Portfolio Management, Financial Planning, Forecasting, Management, Mergers & Acquisitions, Leadership, Customer Segmentation..., Business Development, Essbase
Education
University of Denver 2008 — 2010
Master's Degree, Finance
University of Bedfordshire 2005 — 2008
Bachelor's Degree, Marketing
Eastman Chemical Company June 2015 - Present
Pinnacle Entertainment September 2013 - May 2015
Wells Fargo Advisors June 2013 - September 2013
City of Loveland May 2012 - May 2013
StarTek-Greeley September 2011 - April 2012
Employment Solutions May 2010 - September 2011
Enterprise Rent A Car December 2007 - June 2009
Interfaith of the Woodlands December 2006 - December 2007
Interfaith of The Woodlands December 2006 - July 2007
Stallion Oilfield Services January 2006 - October 2006
Skills
HRIS, Employee Relations, Interviews, Training, Talent Acquisition, Workforce Planning, Employee Training, Career Development, Organizational..., Administration, SHRM, Workers Compensation, Project Coordination, Project Planning, Workforce Development, OSHA, Career Counseling, Leadership Development, Organizational..., Exit Interviews, Social Media, PHR, Mergers, Technical Recruiting, Strategic Partnership..., Training & Development, Coaching, ADP Payroll, Large Group Facilitation, Workforce Training, Workforce Management, Change Management, Interviewing, Retention, Documentation, Document Management, Review, Dispute Resolution, Resolution, Terminations, Oil&Gas, Call Center, Operations Management, Team Leadership, Public Speaking, Team Coordination, Training Coordination, Employee/Labor Relations, Taleo, Human Resources
Education
University of Houston 2003 — 2005
Bachelor of Science in Technology Leadership and Supervision, Human Resources Development & Training and Development
East Texas Baptist University 1997 — 2000
Wells Fargo Advisors February 2014 - Present
Dupage Medical Group May 2012 - August 2012
Clover Technologies Group June 2011 - August 2011
Chicago Board of Trade May 2010 - August 2010
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Teamwork, Public Speaking, Social Media, Research, Event Planning, Fundraising, Marketing, Sales, Social Media Marketing, Financial Analysis, Volunteer Management, Accounting, Calculations, Business Strategy..., Time Management
Education
University of Dayton 2009 — 2013
Bachelor of Arts (B.A.), Finance and Financial Management Services
St. Ignatius College Prep 2005 — 2009
High School
Principal Financial Group August 2015 - Present
FSG, LLP June 2014 - August 2015
Wells Fargo Advisors 2011 - June 2014
The Hartford March 2006 - April 2011
Cuna Mutual Life December 1999 - February 2006
Principal Financial Group July 1984 - December 1999
Skills
Insurance, Life Insurance, Retirement, Disability Insurance, Employee Benefits, Retirement Planning, Financial Advisory, Finance, Sales, Long-term Care, Wealth, Fixed Annuities, Health Insurance, Investments, High Net Worth...
Education
University of Florida - Warrington College Of Business 2002 — 2004
MBA, Business
The Maschhoffs April 2013 - Present
Wells Fargo Advisors June 2012 - April 2013
Wells Fargo Advisors October 2010 - June 2012
Wells Fargo Advisors October 2008 - October 2010
A.G. Edwards & Sons, Inc. March 2008 - October 2008
A.G. Edwards & Sons, Inc. February 2004 - October 2008
Wells Fargo Home Mortgage August 2001 - July 2003
Skills
Business Analysis, Business Process, Mergers, Procurement, Microsoft Office, Process Improvement, Vendor Management, SDLC, Requirements Gathering, SharePoint, Visio
Education
University of Illinois Springfield 2001 — 2004
Bachelor of Business Administration (BBA)
Miami Meter Co. December 2012 - Present
Wells Fargo Advisors June 2014 - September 2014
Chacon Diaz & DiVirgilio Wealth Management May 2013 - September 2013
Miami Meter Co. June 2009 - September 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Publisher, Outlook, PowerPoint, HTML, Bloomberg, Photoshop, Valuation, Business Development, Finance, Portfolio Management
Education
University of Florida - Warrington College of Business Administration 2011 — 2015
Regions Financial Corporation June 2015 - Present
PNC Investments August 2014 - May 2015
Wells Fargo Advisors September 2011 - August 2014
Strike Fore LLC January 2001 - December 2010
Merrill Lynch January 1984 - January 2001
Education
University of Delaware 1975 — 1979
BSBA, Finance
IPC Systems, Inc. April 2011 - Present
IPC Systems, Inc. December 2009 - April 2011
IPC Network Services, Inc. June 2007 - April 2011
IPC Network Services, Inc. March 2007 - June 2007
IPC Network Services, Inc. July 2001 - March 2007
GAINS International August 2001 - May 2003
Madge Networks August 2001 - September 2002
Madge.web, Inc August 1999 - July 2001
Madge.web August 1999 - June 2001
Wells Fargo Advisors September 1998 - July 1999
Skills
Market Data, Network Design, Vendor Management, Data Center, MPLS, Co-location, Integration, VoIP, Telecommunications, Service Delivery, Networking, Management, Troubleshooting, Cross-functional Team..., Cloud Computing, Managed Services, Solution Selling, IP
Education
University of Dayton 1989 — 1993
Bachelor of Science, Biology
University of Dayton 1989 — 1993
BS, Biology; ecology and molecular biologyPre-Law Program
University of Illinois at Urbana-Champaign August 2012 - Present
Monsanto Company May 2015 - August 2015
Wells Fargo Advisors May 2014 - August 2014
Illinois High School Association May 2013 - August 2013
Decatur Park District May 2012 - August 2012
Skills
Personal Finance, Financial Advisory, Financial Services, Microsoft Excel, Microsoft Office, Research, Teamwork, Time Management
Education
University of Illinois at Urbana-Champaign 2012 — 2016
Bachelor of Science (BS), Finance in Agribusiness
Vida Hospitality October 2014 - Present
Vida Hospitality August 2014 - October 2014
Wells Fargo July 2013 - April 2014
Firestone Complete Auto Care February 2012 - February 2013
Wells Fargo Advisors July 2011 - July 2011
Old Cutler Presbyterian Church May 2009 - August 2009
Skills
Retail, Microsoft Excel, Microsoft Word, PowerPoint, Visual Merchandising, Inventory Management, Time Management, Forecasting, Outlook, Event Planning, Teamwork
Education
University of Florida - Warrington College Of Business 2008 — 2012
Bachelor's degree, Finance, General
Wells Fargo Advisors February 2014 - Present
Bankers Life and Casualty Company June 2013 - February 2014
Edward Jones December 2012 - May 2013
Farmers Insurance August 2012 - December 2012
Florida Virtual School June 2009 - June 2012
Pinellas County Schools August 2000 - June 2009
AMC Theatres 1989 - 2000
Skills
Instructional Technology, Curriculum Design, Instructional Design, Educational Technology, Educational Leadership, Teaching, Literacy, Staff Development, Curriculum Development, E-Learning, Leadership Development, Distance Learning, ESL, Moodle, Leadership, Face to Face Sales, Financial Analysis, Customer Service, Sales, Client Presentation, Customer Retention, Teamwork, Team Leadership, Financial Guidance, Client Development, Manage Client..., Client Education, Customer Support, Lead Generation, Social Networking
Education
University of Florida - Warrington College Of Business 1994 — 1997
BA, Business Management
SunTrust Robinson Humphrey October 2012 - Present
Wells Fargo Advisors May 2011 - August 2011
Skills
Investments, Risk Management, Portfolio Management, Credit, Financial Modeling, Finance, Underwriting, Valuation, Analysis, Corporate Finance, Financial Analysis, PowerPoint, Microsoft Excel, Financial Risk, Microsoft Office
Education
University of Georgia - Terry College of Business 2008 — 2012
Bachelors, Finance, Risk Management & Insurance
University of Georgia - Terry College of Business
Riverstone Residential Group May 2013 - November 2014
Vanderbilt University August 2011 - May 2013
Harpeth Capital, LLC March 2012 - August 2012
Wells Fargo Advisors June 2007 - July 2011
Skills
Valuation, Financial Modeling, Investments, Corporate Finance, Microsoft Excel, Real Estate, Financial Analysis, Investment Banking, Equities, Bloomberg, Capital Markets, Equity Research, Series 7, Portfolio Management, Fixed Income, Private Equity
Education
Vanderbilt University - Owen Graduate School of Management 2011 — 2013
Master of Business Administration (MBA), Accounting and Finance
University of Delaware 2002 — 2006
BA, History
Wells Fargo Advisors June 2008 - Present
Education
University of Florida - Warrington College Of Business 2002 — 2006
Wells Fargo Advisors July 2011 - Present
Wells Fargo Advisors January 2011 - Present
RealPage, Inc. October 2008 - October 2009
Aegis Communications Inc. February 2006 - December 2008
ASTAT Staffing, LLP November 2003 - February 2006
Primus Nursing Solutions, Inc January 2001 - January 2003
Fast Forward Implementation January 2000 - January 2001
New Horizons Marketing Group January 1989 - December 2000
New Horizons 2000 Consultants January 1998 - January 2000
Freelance.com January 1997 - January 1998
Skills
Series 7, Series 63, Series 6, Insurance, Property & Casualty..., Variable Insurance, Insurance Adjuster, Training, Marketing
Education
University of Houston 1986 — 1992
BSCS, Marketing and Finance
University of Houston
Killian Financial Group Volunteer Job CoachCareerPlace ™August 2010 - Present
Killian Financial Group 2010 - Present
AARP 2010 - Present
Wells Fargo Advisors May 2005 - September 2010
UBS May 2001 - May 2005
Merrill Lynch February 1987 - June 2001
Skills
Retirement Planning, Estate Planning, Strategic Financial..., Investments, Mutual Funds, Series 7, Insurance, Retirement, Financial Analysis, Coaching, 401k, Asset Allocation, Wealth Management, Portfolio Management, Small Business
Education
University of Dayton 1980 — 1984
Bachelor of Science, Business Administration
Palatine High School 1976 — 1980
Wells Fargo Advisors March 2010 - Present
Skills
Insurance, Small Business, Leadership, Investments, Life Insurance, Employee Benefits, Finance, Retirement, Financial Advisory, Public Relations, Team Building, Customer Service, Strategic Planning, Sales, Public Speaking
Education
University of Georgia - Terry College of Business 1994 — 1996
BBA, Risk Management and Insurance
Wells Fargo Advisors October 2007 - Present
Skills
Investments, Retirement Planning, Fixed Annuities, Variable Annuities, Equity Indexed Annuities, Life Insurance, Mutual Funds, Stocks, Bonds, ETFs, Trust Services, Estate Planning, Communication, Wealth Management, Portfolio Management, Financial Analysis
Education
University of Georgia - Terry College of Business 1997 — 2001
Bachelor's Degree, Finance, General
Cherrington Brotsky Conscious Capital September 2014 - September 2015
Budget Blinds February 2013 - September 2014
Wells Fargo Advisors June 2004 - July 2011
Sidney Jones, DMD January 2002 - June 2004
Hilton Head Brewing Co January 2000 - January 2002
Dr. Michael Watson January 1998 - January 2000
Skills
Customer Service, Accounts Receivable, Office Administration, Accounts Payable, Process Scheduler, Accounting, Insurance, Leadership, Team Building, Microsoft Office, PowerPoint, Budgets, Financial Analysis, Inventory Management, Operations Management, Nonprofits, Negotiation, Data Entry, Outlook, Access, Strategic Planning, Microsoft Excel, Cold Calling
Education
University of Delaware 1992 — 1997
BSED, Education
Padua Academy 1988 — 1992
Wells Fargo Advisors January 2014 - Present
Wells Fargo Advisors November 2010 - December 2013
Wells Fargo Advisors November 2005 - November 2010
The Hartford November 2003 - November 2005
Fiserv January 2001 - October 2003
Skills
Series 7, Series 63, Mutual Funds, Wealth Management, Retirement Planning, Investment Advisory, ETFs, Hedge Funds, CRM
Education
University of Pennsylvania - The Wharton School 2013 — 2013
CIMA, Finance, General
Villanova University 1998 — 2000
Business
University of Dayton 1995 — 1998
LaSalle College High School 1991 — 1995
Wells Fargo Advisors October 2010 - Present
Performance Bicycles October 2009 - September 2010
Fleet Feet Gaithersburg September 2009 - September 2010
Chloe's Coffee & Gallery January 2009 - August 2009
Shar Products Company January 2007 - December 2008
Education
University of Delaware 2005 — 2007
Master's of Music, Music Performance, Cello
University of Oklahoma 2001 — 2005
Bachelor's of Music, Music Performance, Cello
Barclaycard September 2011 - Present
Barclaycard September 2011 - Present
Wells Fargo Advisors March 2011 - July 2011
Wells Fargo Advisors, LLC August 2009 - May 2011
Wachovia Securities June 2008 - March 2009
The Vanguard Group October 2005 - April 2008
Skills
Technical Writing, Process Improvement, Program Management, Software Documentation, Management, Project Management, Training, Project Planning, Risk Management, Business Process, Cross-functional Team..., Business Analysis, Team Building, Team Leadership, Change Management, Marketing, Microsoft Office, Requirements Analysis, SDLC, PowerPoint, Software Project..., Quality Assurance, SharePoint, PMP, Microsoft Word, Visio, Analysis, Agile Methodologies, Business Process..., Leadership, Integration, Process Engineering, MS Project
Education
University of Houston
BA, English
Wells Fargo Advisors 2003 - Present
Wachovia Securities (formerly First Union Securities) 1999 - 2003
Wachovia Securities (formerly EVEREN Securities) 1998 - 1999
EVEREN Securities, Inc. 1996 - 1998
Education
University of Illinois at Urbana-Champaign 1993 — 1995
Liberal Arts
Wells Fargo Advisors 1998 - 2014
A.G. Edwards & Sons, Inc. 1992 - 1998
Skills
Management, Real Estate Transactions, Sales, Residential Homes, Leadership, Microsoft Excel, PowerPoint, Customer Service, Microsoft Office, Training, Research, English, Microsoft Word, Public Speaking, Strategic Planning, Social Media, Negotiation, Team Building, Finance
Education
University of Houston
B.S. Pharmacy, Pharmacy
University of Houston-Clear Lake
M.B.A., Business & Industry
Verizon Premium Retailer - Wireless Mike's November 2012 - Present
Wells Fargo Advisors May 2010 - August 2011
YMCA November 2005 - November 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Photoshop, HTML, Public Speaking
Education
University of Illinois at Urbana-Champaign 2007 — 2012
Bachelor's degree, 1) Agricultural Consumer Economics 2) Communications, 3.15/4
Special People Special Needs Foundation March 2014 - Present
GDSF Global Down Syndrome Foundation October 2010 - February 2014
Wells Fargo Advisors August 1985 - January 2011
Skills
Fundraising, Community Outreach, Grant Writing, Volunteer Management, Program Development, Public Speaking, Event Planning, Grants, Public Relations, Board Development, Non-profit..., Community Development, Event Management, Staff Development, Strategic Planning, Leadership, Non-profits, Leadership Development, Organizational..., Program Management, Philanthropy, Proposal Writing, Program Evaluation, Nonprofits
Education
University of Denver
University of Northern Colorado
Alameda High school 1977 — 1979
Wells Fargo Advisors July 2010 - Present
Ameren 2012 - 2012
AT&T October 2007 - July 2010
Express Scripts Incorporated October 2005 - October 2007
Defense Information Systems Agency May 2004 - October 2005
A.G. Edwards/Wells Fargo Advisors April 1999 - July 2004
Bristol-Myers Squibb 1992 - 1999
Skills
Integration, SDLC, Vendor Management, Program Management, ITIL, CRM, PMO, Project Management, Management, Project Planning, Software Documentation, Quality Assurance, Requirements Analysis, Process Improvement, Leadership, PMP, Change Management
Education
University of Missouri-Saint Louis 1999 — 2001
University of Evansville 1997 — 1999
ITT Technical Institute of Indiana 1985 — 1988
AAS
Bosse High School
The Mathis Group
Wells Fargo Advisors May 2010 - Present
Wells Fargo Advisors, LLC September 2008 - November 2010
Edward Jones March 2008 - September 2008
Stifel Nicolaus April 2005 - March 2008
National Futures Association 1999 - 2005
Education
University of Illinois at Urbana-Champaign - College of Business 1995 — 1999
Bachelor of Science, Finance
Wells Fargo Advisors February 2004 - Present
Wachovia December 2007 - December 2009
A.G. Edwards & Sons, Inc. February 2004 - December 2007
Education
University of Florida 1995 — 1998
Wells Fargo Advisors June 2011 - Present
Skills
Investments, Valuation, Risk Management, Economics, Financial Analysis, Mergers & Acquisitions, Financial Modeling, Forecasting, Strategic Planning, Business Strategy, Budgets, Business Planning
Education
Wabash College 1984 — 1988
BA, History
University of Detroit Mercy 2008 — 2010
MBA, Finance
Wells Fargo Advisors September 2004 - Present
Lockwood Financial Services, Inc. November 1998 - September 2004
Smith Barney Consulting Group October 1989 - November 1998
Education
University of Delaware 1985 — 1989
BS, Business - Administrative Management
Mendham High School 1981 — 1985
Wells Fargo Advisors November 2008 - Present
Wachovia Securities, LLC December 2002 - Present
Wachovia Securities December 2002 - November 2008
Caremark July 1998 - December 2002
Skills
DB2, Oracle, Unix Shell Scripting, Java, Business Analysis, SDLC, Data Warehousing, Business Intelligence, Requirements Gathering, ETL, Business Requirements, Visio, Banking, Data Modeling, PMO, Enterprise Architecture, Portfolio Management, Financial Services, Risk Management, Data Governance, Requirements Analysis, Data Integration, Asset Managment, Integration, Process Improvement, Series 7, SQL, Software Project..., Data Analysis, IT Strategy, Project Portfolio..., Mergers, Investment Banking, SharePoint, Data Quality, Microsoft SQL Server, Project Management, Data Mining, C#, Agile Methodologies, Databases, Data Warehouse..., Database Design, Solution Architecture, Software Development, Unix, Autosys, SSIS, PL/SQL, Application Architecture
Education
DePaul University 1998 — 1999
Computer Science
University of Illinois at Chicago 1991 — 1995
Photos Unlimited December 2014 - Present
Suddenlink Communications June 2014 - December 2014
Wells Fargo Advisors April 2013 - June 2014
CPI Corporation February 2011 - March 2013
CPI Corporation June 2002 - February 2011
Skills
Project Management, Process Improvement, Team Building, Microsoft Office, Training, Adobe Creative Suite, Budgets, Software Documentation, Leadership, Customer Service, Photography, Retail, Email Marketing, Customer Satisfaction, Management, Business Analysis, Public Speaking, Troubleshooting, Marketing Strategy, Sales Management, Sales, Marketing, Time Management, PowerPoint, Vendor Management, Team Leadership, Employee Training, Program Management, Account Management, Operations Management, Cross-functional Team..., Recruiting, Project Planning, Strategic Planning, Inventory Management, Data Analysis, Access, Sales Operations, Social Networking, Analysis, Visio, Networking, Coaching, Salesforce.com, Call Centers, Change Management, Event Planning, Leadership Development, Outlook
Education
University of Dayton 1989 — 1994
Bachelor of Arts, History, Photography
Wells Fargo Advisors January 2009 - Present
Wachovia Securities January 1993 - January 2009
Combined Insurance Company of America 1983 - 1993
Skills
Data Warehousing, SDLC, Requirements Gathering, Visio, Requirements Analysis, Business Analysis, SQL, Business Intelligence, DB2
Education
University of Illinois at Urbana-Champaign 1971 — 1975
Wells Fargo Advisors October 2014 - Present
J.P. Morgan Securities LLC August 2012 - October 2014
Charles Schwab January 1998 - August 2012
Morgan Stanley January 1997 - January 1998
Skills
Wealth Management, High Net Worth..., Financial Services, Investments, Asset Allocation, Strategic Planning, Retirement Planning, Wealth, Asset Management, Risk Management, Portfolio Management, Asset Managment, Strategic Financial..., Financial Planning, Investment Strategies, Equities, Fixed Income, Mutual Funds, Retirement, Investment Advisory, Alternative Investments, Separately Managed..., Investment Management, Wealth Management..., ETFs, Financial Advisory, Financial Markets, Bonds, IRAs, Financial Risk, Fixed Annuities, Financial Modeling, Securities, 401k, Valuation, Financial Analysis, Finance
Education
University of Houston 1993 — 1997
Wells Fargo Advisors September 2003 - Present
Bank of America October 1999 - September 2003
Morgan Stanley June 1997 - October 1999
Skills
Investments, Retirement Planning, Insurance, Finance, Asset Allocation, Retirement Income..., Estate Investment..., Life Insurance, Long Term Care
Education
University of Houston 1991 — 1997
Bachelor of Science, Finance
Wells Fargo Advisors May 2013 - Present
Reinsurance Group of America October 2012 - May 2013
Equifax Workforce Solutions November 2009 - October 2012
Wells Fargo Advisors June 2008 - November 2009
Buckingham Asset Management October 2006 - June 2008
Corning Incorporated January 2004 - March 2006
Anheuser-Busch Companies, Inc. 2006 - 2006
Illinois Environmental protection agency August 2002 - December 2003
Skills
C#, jQuery, ASP.NET MVC, .NET, Visual Studio, TFS, Oracle, E-commerce, T-SQL, VB.NET, IIS, ASP.NET, Microsoft SQL Server, AJAX, SQL, WCF Services, SOA, Web Services, Java, SharePoint, JavaScript, SSIS, WCF, XML, PL/SQL, ASP, VBScript, Visio, Requirements Analysis, DB2, SDLC, SSRS, Design Patterns, HTML
Education
University of Illinois Springfield 2001 — 2003
Master of Science, Computer Science
P.E.S Institute of Technology 1996 — 2000
Bachelor of Engineering, Manufacturing Engineering
Wells Fargo Advisors 2009 - Present
Wachovia (Predecessor of Wells Fargo Advisors) March 2003 - January 2007
First Union/Wachovia January 1995 - March 2003
First Union/Wachovia 1993 - January 1995
Skills
Mortgage Lending, Banking, Leadership, Loans, Training, Sales, Retail, Process Improvement, Coaching, Risk Management, Analysis, Finance, Business Analysis, Financial Analysis
Education
University of Houston
BBA, Bus Adm/Marketing
Wells Fargo Advisors December 2014 - Present
Scottrade October 2013 - December 2014
Scottrade, Inc. February 2012 - September 2013
Scottrade March 2008 - February 2012
Skills
Business Architecture, Business Strategy, User Experience, Agile Methodologies, Project Governance, User Interface, Platform Design, Agile & Waterfall..., Agile Methodolgy, Platform Development, Team Management, SDLC, Product Development, Supervisory Skills, Supervisory Experience, Product Management, User Acceptance Testing, Usability Testing, Product Lifecycle..., Investment Brokerage, Microsoft Excel, Dreamweaver, Web Site Editing, Microsoft Word, Computers, Computer Science, Mathematics, HTML, PHP, C++, Java, American History, Military History, PC & Mac platforms, Online Brokerage, Options, Customer Service, Stock Trading, Business Analysis, Securities, Equities
Education
University of Illinois at Urbana-Champaign 1997 — 2002
Math/Computer Science
7A Capital, LLC September 2012 - Present
Capital Guardian LLC October 2010 - September 2012
Morgan Keegan & Co. December 2009 - October 2010
Wells Fargo Advisors August 2008 - December 2009
Merrill Lynch August 2006 - August 2008
ADP April 2005 - August 2006
T. Rowe Price September 2002 - March 2005
Skills
Series 7, Wealth Management, Retirement Planning, Investments, Mutual Funds, Portfolio Management, Asset Allocation, Strategic Financial..., Investment Advisory, Retirement, Investment Strategies, Asset Management, Securities, Banking, Alternative Investments, Equities, Credit, Financial Advisory, Series 65, Uniform Combined State..., Financial Services, Investment Management, 401k, Private Banking, Wealth, IRAs, Wealth Management..., Bonds
Education
University of Florida 1997 — 2002
Bachelor of Science (BS), Finance, General
Freddie Mac July 2012 - August 2013
Wells Fargo Advisors August 2011 - June 2012
NRT Web Services November 2010 - July 2011
Wells Fargo Insurance, Inc. February 2009 - November 2010
Macy's Systems and Technology September 2007 - November 2008
CIGNA Behavioral Health January 2007 - August 2007
Wells Fargo Financial March 2006 - December 2006
CIGNA Behavioral Health July 2005 - February 2006
Wolters Kluwer Financial Services October 2004 - June 2005
Skills
SharePoint, Talent Acquisition, SDLC, Quality Center, User Acceptance Testing, Human Resources, Software Quality..., SOA, Test Planning, Testing, Quality Assurance
Education
University of Houston-Clear Lake
Bachelor Of Science In Business and Public Administration
J.P. Morgan Securities, LLC. August 2012 - Present
Wells Fargo Advisors May 2010 - July 2012
John Thomas Financial April 2009 - August 2010
Kennedy Funding Inc. January 2007 - January 2009
Skills
Series 7, Asset Management
Education
University of Hartford
Wells Fargo Advisors December 2000 - Present
Wachovia Securities Financial Network 2007 - 2009
A.G. Edwards 2000 - 2007
Accenture June 1993 - December 2000
Skills
SDLC, PMO, Program Management, PMP, Business Analysis, Requirements Gathering, Process Improvement, Business Process..., Risk Management, Project Management, Financial Services, Requirements Analysis, Visio, Portfolio Management, Strategic Planning, Team Management, Team Leadership, Virtual Teams
Education
University of Dayton
Bachelor's degree, Computer Science
Wilberforce University
Bachelor's degree, Mathematics
Wells Fargo Advisors July 2012 - June 2015
TD Ameritrade March 2009 - February 2012
Fidelity Investments January 2000 - December 2008
Fidelity Investments November 1989 - December 2000
Skills
Client Engagement, Client Retention, Net Promoter Score, Retail Branch..., Operational Risk..., Branch Manager, Sales Team Leader, Sales Coaching, Manager Development, Process Improvement, Consultative Selling, Private Wealth..., Branch Banking, Wealth Management..., Retail, Customer Retention, Customer Engagement, Business Coaching, Selling, Business Strategy, Strategy, Business Development, Management Development, Coaching, Sales, Mutual Funds, Wealth Management, Investments, Leadership Development, Retirement Planning, Portfolio Management, Recruiting, Finance, Series 63, Series 7, Leadership, Financial Services, Management
Education
University of Missouri at St. Louis 1985 — 1986
Master of Business Administration (M.B.A.), Marketing Management, General
University of Dayton 1976 — 1980
Bachelor of Arts (B.A.), American/United States Studies/Civilization
Wells Fargo Advisors October 2013 - Present
Wells Fargo Advisors January 2011 - October 2013
Think or Swim April 2008 - January 2011
Aerotek May 2007 - April 2008
Skills
Financial Services, Relationship Management, Business Analysis, Wealth Management, Banking, Business Development, Series 7, Investments, Portfolio Management, CRM, Mutual Funds, Account Management, Retirement Planning, New Business Development, Series 63, Business Strategy, Salesforce.com
Education
University of Illinois at Urbana-Champaign 2003 — 2007
Bachelors, Marketing
Reinsurance Group of America, Incorporated September 2015 - Present
Reinsurance Group of America September 2012 - August 2015
ISSG March 2012 - September 2012
Wells Fargo Advisors December 2009 - February 2012
Anheuser-Busch October 1998 - September 2009
Skills
Instructor-led Training, Captivate, Instructional Design, Learning Management, E-Learning, Training Delivery, Needs Analysis, Organizational..., Change Management, Training, Coaching, Leadership Development, Process Improvement, Team Building, Performance Management, Performance Improvement, SnagIt, Learning Management..., Program Management, Talent Management
Education
Webster University 2003 — 2007
MBA, Business Management
University of Illinois at Urbana-Champaign 1990 — 1994
Business Education, Education, Business
Wells Fargo Advisors November 1996 - Present
Skills
Financial Advisory, Investment Strategies, Financial Analysis, Investment Planning
Education
University of Illinois at Urbana-Champaign 1987 — 1992
Bachelor’s Degree, Accounting and Business Administration
Nestlé Purina North America May 2014 - Present
Superlative Technologies October 2011 - May 2014
Wells Fargo Advisors June 2011 - October 2011
Express Scripts October 2010 - June 2011
CDO Technologies, Inc October 2002 - September 2010
Essex PB&R July 1999 - September 2002
Skills
PMP, Integration, CMMI, Requirements Analysis, Program Management, Visio, Security Clearance, Information Assurance, Management, Change Management, Software Project..., Project Management, Software Documentation, SDLC, Team Leadership, DoD, Systems Engineering, Security, Process Improvement
Education
University of Illinois at Urbana-Champaign 1982 — 1985
B.S, Aeronautical/Astronautical Engineering
Invesco US September 2008 - Present
Wells Fargo Advisors June 2007 - September 2008
Ameriprise Financial Services, Inc. June 2006 - March 2007
Skills
Uniform Combined State..., Series 24, Series 7, Series 66, Investments, Unit Trusts, Unit Investment Trusts, Relationship Management, Account Management, Financial Markets
Education
University of Nebraska-Lincoln 2014 — 2017
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 2002 — 2006
Bachelor of Arts, Economics
Arch Coal, Inc. June 2014 - Present
Arch Coal, Inc. October 2012 - June 2014
Arch Coal, Inc. November 2011 - October 2012
Wells Fargo Advisors June 2011 - November 2011
BG Group 2009 - 2009
NewPage Corporation 2008 - 2008
Lou Fusz Automotive Network 2006 - 2006
Skills
Financial Analysis, Financial Modeling, Trading, Bloomberg, Financial Reporting, Accounting, Microsoft Excel, Portfolio Management, Equities, Data Analysis, Derivatives, Options, Process Improvement, Strategic Financial..., Valuation
Education
University of Dayton
MBA, Accounting & Finance
University of Dayton
Wells Fargo Advisors March 2001 - Present
Skills
Series 7, Investments, Options, Series 63, Trading, Wealth Management
Education
University of Delaware
Bachelor of Science (BS)
Resolve Funding - Real Estate Funding February 2013 - Present
Bernstein Global Wealth Management January 2012 - February 2013
NetWide-Coor Capital September 2006 - September 2011
Wedbush Securities February 2003 - September 2006
UBS Wealth Management February 2000 - February 2003
Morgan Stanley March 1997 - January 2000
Wells Fargo Advisors May 1995 - January 1997
Skills
Investments, Alternative Investments, Asset Allocation, Asset Management, Wealth Management, Portfolio Management, Equities, Investment Management, Securities, Strategic Financial..., Due Diligence, Finance, Management, Leadership, Private Equity, Strategic Planning, Real Estate, Real Estate Funding, Real Estate Investments, loan brokers, Loans, Commercial Private..., Retirement Planning
Education
University of Massachusetts, Amherst 1988 — 1991
Bachelor of Science (B.S.), Business/Managerial Economics
University of Hawaii at Hilo 1990 — 1990
Business, Management, Marketing, and Related Support Services
Wells Fargo Advisors January 2012 - Present
Edward Jones 1999 - 2011
Education
University of Evansville 1992 — 1996
Bachelor's degree, Psychology
Wells Fargo Advisors 2009 - Present
Morgan Stanley January 1977 - February 2009
Hilti January 1973 - January 1977
Skills
Cooking, Guitar, Singing
Education
University of Hawaii at Manoa 1966 — 1970
BBA, Marketing
WR Farrington high 1963 — 1966
Wells Fargo Advisors January 1983 - Present
PRC Corp. January 1980 - November 1982
CIBA Geigy June 1975 - November 1980
Skills
Money Management, Financial Advisory
Education
University of Illinois at Chicago 1962 — 1967
BS, Marketing
University of Illinois at Chicago
Wells Fargo Advisors November 2012 - Present
Agent Services of America, Inc. August 2012 - October 2012
Templar Investments May 2011 - September 2011
Oakbrook Walk Collegiate Apartments December 2010 - January 2011
Sarasota Futures Group May 2009 - December 2009
Skills
Microsoft Word, Microsoft Excel, Customer Service, Trading, Insurance, Proprietary Trading, FX trading, Maintenance, Direct Sales, Sales Presentations, Speed Reading, Entrepreneurship, Technical Support, Business Strategy, PowerPoint, Financial Analysis, Fixed Annuities, Derivatives
Education
University of Florida 2007 — 2011
Bachelor of Arts, History
Wells Fargo May 2005 - Present
Wells Fargo Advisors May 2005 - August 2006
JPMorgan Chase 2005 - 2006
Skills
Access, Analysis, Risk Management, Microsoft Excel, Data Analysis, Financial Analysis, Energy, VBA, Microsoft Office, Visio, Process Improvement, Project Management, Asset Managment, Finance, Financial Modeling, Natural Gas, Project Planning, Asset Management, MS Project
Education
University of Houston, C.T. Bauer College of Business 1998 — 2003
Bachelor of Business in Finance, Finance
LPL Financial September 2009 - May 2011
Wells Fargo Advisors 1999 - 2009
District AAL January 1978 - January 1999
Skills
•NASD Series "6",..., •Wealth Transfer, •Estate Planning, Business Insurance, •Retirement and..., •Joint field work and..., Series 7, Series 63, Series 24
Education
University of Illinois
B.A, Psychology
St. John's University May 2015 - Present
Stock Cross Financial Services, Inc March 2014 - March 2014
Wells Fargo Advisors October 2011 - January 2013
G&L Realty Corp. September 2011 - October 2011
JPMorgan Chase September 2010 - September 2011
Skills
Series 7, Series 66, Investment Advisory, Investments, Mutual Funds, Retirement Planning, Securities, Uniform Combined State..., Wealth Management, Portfolio Management, Financial Analysis, Fixed Income, Finance, Series 63, Equities, Asset Allocation, Banking, Asset Management, Financial Services
Education
University of Houston-Downtown 2004 — 2010
Bachelors of Science, Interdisciplinary Studies (Mathmatics and Philosopy)
None February 2014 - Present
Wells Fargo Advisors January 2005 - January 2014
Morgan Stanley February 1984 - January 2005
Skills
Personal Financial..., Wealth Management, Series 7, Retirement Planning, Mutual Funds, Investment Advisory, Asset Allocation, Series 63, Investments, Portfolio Management, Investment Strategies, Securities, Retirement
Education
University of Illinois at Chicago 1968 — 1972
Marketing and Finance, Finance and Marketing
Wells Fargo Advisors November 2014 - Present
Wells Fargo Advisors January 2014 - November 2014
Skills
Series 7, Investments, Mutual Funds, Wealth Management, Banking, Credit, Retirement Planning, Fixed Income, Asset Allocation, Relationship Management, Insurance, Series 63, Fixed Annuities, Consumer Lending, Portfolio Management, Securities, Asset Management
Education
University of Florida 2014 — 2016
Master of Business Administration (MBA)
University of Nevada-Las Vegas 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance
Griffin & Cain, Attorneys at Law August 2012 - Present
Wells Fargo Advisors May 2008 - July 2012
University of Houston Special Collections January 2011 - May 2011
Human Development Lab School May 2009 - July 2009
Skills
Outlook, Administrative..., Microsoft Office, Data Entry, Office Management, Customer Service, Office Administration, Research
Education
University of Houston 2007 — 2011
Bachelor of Arts (BA), English Language and Literature, graduated summa cum laude
Merrill Lynch First Vice President - Wealth ManagementMerrill LynchSeptember 2013 - Present
Wells Fargo Advisors August 2006 - September 2013
Soloman Smith Barney February 1997 - August 2006
Skills
Finance, Retirement Planning, Wealth Management, Series 63, Series 7, Asset Management
Education
University of Florida 1981 — 1986
Bachelor of Science (B.S.), Accounting
University of Florida 1981 — 1986
Bachelor of Science (BS), Accounting