Wells Fargo Advisors

Industry: Subsidiary

Description

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

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

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

Wells Fargo Advisors Employees

Employee
Years
Job
Industry
Nana Boadu Nana Boadu Atlanta, Georgia Details
Nana Boadu's Wells Fargo Advisors Experience June 2015 - Present
Job Regional Supervisor at Wells Fargo Advisors
Industry Financial Services
Experience
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

Jim A. Ernst, AAMS® Jim A. Ernst, AAMS® Palm Beach Gardens, Florida Details
Jim A. Ernst, AAMS®'s Wells Fargo Advisors Experience July 2008 - Present
Job Financial Advisor First Vice PresidentInvestments @ Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Stephen Kamenski Stephen Kamenski Charlotte, North Carolina Details
Stephen Kamenski's Wells Fargo Advisors Experience March 2008 - April 2011
Job Systems Training Coordinator at Piedmont Airlines
Industry Airlines/Aviation
Experience
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

Lindsay Versage Lindsay Versage Palm Beach Gardens, Florida Details
Lindsay Versage's Wells Fargo Advisors Experience February 2014 - Present
Job Vice President, Regional Operations & Service Manager
Industry Financial Services
Experience
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

Vishal Malhotra Vishal Malhotra Greater Chicago Area Details
Vishal Malhotra's Wells Fargo Advisors Experience December 2007 - January 2009
Job Operational Risk Management at Discover Financial Services
Industry Financial Services
Experience
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

Bill Capodagli Bill Capodagli Kalispell, Montana Details
Bill Capodagli's Wells Fargo Advisors Experience March 2012 - May 2013
Job Financial Advisor at VALIC
Industry Financial Services
Experience
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

Joseph Wabick Joseph Wabick Palos Park, Illinois Details
Joseph Wabick's Wells Fargo Advisors Experience June 2013 - August 2013
Job Project Leader at ABW Financial Services LLC
Industry Financial Services
Experience
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

Michael Borja Michael Borja Miami, Florida Details
Michael Borja's Wells Fargo Advisors Experience January 2012 - May 2013
Job Trauma Associate Sales Representative at Smith & Nephew
Industry Medical Devices
Experience
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

Dale Robbins Dale Robbins Salt Lake City, Utah Details
Dale Robbins's Wells Fargo Advisors Experience April 2010 - March 2013
Job Registered Investment Adviser Representative/Marketing Consultant at Robbins Advisory Services LLC
Industry Financial Services
Experience
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

Justin Contreras Justin Contreras United States Details
Justin Contreras's Wells Fargo Advisors Experience February 2009 - Present
Job Brokerage Associate at Wells Fargo Advisors
Industry
Experience
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

Meyer Cheikin Meyer Cheikin Naples, Florida Details
Meyer Cheikin's Wells Fargo Advisors Experience September 2007 - August 2012
Job Managing Director at Westport Resources LLC
Industry Investment Management
Experience
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

Brandon Butcher Brandon Butcher Dallas/Fort Worth Area Details
Brandon Butcher's Wells Fargo Advisors Experience May 2008 - August 2008
Job Manager Corporate vArchitects at VCE
Industry Information Technology and Services
Experience
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

Thomas Charles Brogan Thomas Charles Brogan Houston, Texas Area Details
Thomas Charles Brogan's Wells Fargo Advisors Experience October 2010 - December 2011
Job Compliance Analyst at National Oilwell Varco
Industry Oil & Energy
Experience
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

Danny Curkan Danny Curkan Saint Petersburg, Florida Details
Danny Curkan's Wells Fargo Advisors Experience December 1985 - August 2011
Job sr.vice president upstream financial partners
Industry Financial Services
Experience
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

Luke Patterson Luke Patterson Saint Louis, Missouri Details
Luke Patterson's Wells Fargo Advisors Experience November 2014 - Present
Job Operational Risk Consultant Wealth, Brokerage, and Retirement at Wells Fargo Advisors
Industry Financial Services
Experience
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

Antonio Gully Antonio Gully Saint Louis, Missouri Details
Antonio Gully's Wells Fargo Advisors Experience October 2013 - Present
Job Founder and President of ROAR UNITED Outreach Order
Industry Nonprofit Organization Management
Experience
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

Mary Frances Ewing,CFP® Mary Frances Ewing,CFP® Scottsdale, Arizona Details
Mary Frances Ewing,CFP®'s Wells Fargo Advisors Experience January 2012 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
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

Don Winchester Don Winchester Greater Denver Area Details
Don Winchester's Wells Fargo Advisors Experience January 2001 - May 2014
Job FX / International Treasury Management Volcker Rule Compliance AVP
Industry Financial Services
Experience
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

Matt Ledyard Matt Ledyard Greater St. Louis Area Details
Matt Ledyard's Wells Fargo Advisors Experience October 2015 - Present
Job Business Initiatives Consultant Digital Operations at Wells Fargo Advisors
Industry Financial Services
Experience
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

Kevin Kaminski Kevin Kaminski Philadelphia, Pennsylvania Details
Kevin Kaminski's Wells Fargo Advisors Experience June 2013 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Bettye Y. Kerckhoff, MBA, CFP® Bettye Y. Kerckhoff, MBA, CFP® Saint Louis, Missouri Details
Bettye Y. Kerckhoff, MBA, CFP®'s Wells Fargo Advisors Experience August 2001 - Present
Job Associate Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Justin Fitchko, MBA CFP® Justin Fitchko, MBA CFP® Cleveland/Akron, Ohio Area Details
Justin Fitchko, MBA CFP®'s Wells Fargo Advisors Experience September 2005 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Brian Snyder, CFP® Brian Snyder, CFP® Greenville, South Carolina Details
Brian Snyder, CFP®'s Wells Fargo Advisors Experience August 2013 - Present
Job First Vice President, Branch Manager Greenville, SC at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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.)

Drew Hovancik Drew Hovancik Greater New York City Area Details
Drew Hovancik's Wells Fargo Advisors Experience June 2009 - August 2009
Job Private Equity Associate at Cerberus
Industry Venture Capital & Private Equity
Experience
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

Alex Ohlemacher Alex Ohlemacher Chicago, Illinois Details
Alex Ohlemacher's Wells Fargo Advisors Experience September 2010 - December 2010
Job Internal Client Advisor at J.P. Morgan Asset Management
Industry Investment Management
Experience
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

Carolyn E. Martin Carolyn E. Martin Dallas, Texas Details
Carolyn E. Martin's Wells Fargo Advisors Experience November 2008 - October 2010
Job Managing Partner, Groschup Martin Wealth Management Group, LLC
Industry Financial Services
Experience
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

Brent Virgin Brent Virgin Monterey, California Details
Brent Virgin's Wells Fargo Advisors Experience September 1996 - April 2000
Job Project & Program Manager
Industry Information Technology and Services
Experience
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

Shabana Nathoo Shabana Nathoo Houston, Texas Details
Shabana Nathoo's Wells Fargo Advisors Experience 2005 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
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

Eli Wolstan Eli Wolstan Beverly Hills, California Details
Eli Wolstan's Wells Fargo Advisors Experience December 2014 - Present
Job Premier Banker/Brokerage Associate at Wells Fargo Advisors
Industry Banking
Experience
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

Brice Thompson Brice Thompson Columbus, Georgia Area Details
Brice Thompson's Wells Fargo Advisors Experience August 2008 - October 2011
Job Managing Director at Seaboard Advisors
Industry Investment Management
Experience
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

Neal Richards Neal Richards Bend, Oregon Details
Neal Richards's Wells Fargo Advisors Experience June 2012 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   June 2012 - Present
Northwestern Mutual  2007 - October 2012

Education
University of Idaho   2001 — 2006

Aaron Peterson Aaron Peterson Austin, Texas Details
Aaron Peterson's Wells Fargo Advisors Experience August 2009 - January 2010
Job Sales Director at Bazaarvoice
Industry Computer Software
Experience
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

Chris Ellison Chris Ellison Greater St. Louis Area Details
Chris Ellison's Wells Fargo Advisors Experience 2013 - 2015
Job Data Architect at Unisys
Industry Insurance
Experience
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

Patrick Early Patrick Early Greater St. Louis Area Details
Patrick Early's Wells Fargo Advisors Experience March 2009 - Present
Job Managing Director at Wells Fargo Advisors
Industry Financial Services
Experience
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

Tige Chiesa Tige Chiesa Charlotte, North Carolina Area Details
Tige Chiesa's Wells Fargo Advisors Experience July 2002 - Present
Job Business Initiatives Manager
Industry Financial Services
Experience
Wells Fargo Advisors   July 2002 - Present

Education
University of Evansville   1980 — 1987
BS, Finance

Jay Dalu Jay Dalu Atlanta, Georgia Details
Jay Dalu's Wells Fargo Advisors Experience June 2010 - August 2010
Job Management Consulting at PwC Advisory LLP
Industry Management Consulting
Experience
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

David J. Singer David J. Singer Greater Nashville Area Details
David J. Singer's Wells Fargo Advisors Experience July 2013 - Present
Job Financial Advisor at Wells Fargo Advisors LLC
Industry Financial Services
Experience
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

Agha Akmal Agha Akmal Charlotte, North Carolina Area Details
Agha Akmal's Wells Fargo Advisors Experience November 2011 - January 2014
Job Sr QA Analyst at GuthyRenker Fullfilment Svcs
Industry Information Technology and Services
Experience
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

Dave Porter Dave Porter Greater Minneapolis-St. Paul Area Details
Dave Porter's Wells Fargo Advisors Experience April 2010 - November 2011
Job Sr. IT Project Manager at Supervalu
Industry Logistics and Supply Chain
Experience
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

Thomas D. Kilpatrick Thomas D. Kilpatrick Augusta, Georgia Details
Thomas D. Kilpatrick's Wells Fargo Advisors Experience August 2005 - December 2009
Job Financial Advisor at A. J. Kilpatrick & Company
Industry Financial Services
Experience
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

James Novaria James Novaria Portage, Michigan Details
James Novaria's Wells Fargo Advisors Experience December 1983 - Present
Job Senior VP Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Lawrence J. Stelzer, Jr., J.D. Lawrence J. Stelzer, Jr., J.D. Columbus, Ohio Details
Lawrence J. Stelzer, Jr., J.D.'s Wells Fargo Advisors Experience 2008 - 2010
Job Vice President of Legal Affairs at InHealth Mutual
Industry Insurance
Experience
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

Georges Rosemond Georges Rosemond Southington, Connecticut Details
Georges Rosemond's Wells Fargo Advisors Experience December 2010 - Present
Job Client Associate
Industry Investment Management
Experience
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

Jordan Seal Jordan Seal Atlanta, Georgia Details
Jordan Seal's Wells Fargo Advisors Experience May 2012 - August 2012
Job Associate at Parker, Hudson, Rainer & Dobbs
Industry Law Practice
Experience
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

Nicole Messina Nicole Messina New York, New York Details
Nicole Messina's Wells Fargo Advisors Experience June 2009 - August 2009
Job Program Manager at JPMorgan Chase
Industry Financial Services
Experience
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

Eric Shadoff Eric Shadoff Baltimore, Maryland Area Details
Eric Shadoff's Wells Fargo Advisors Experience May 2010 - January 2012
Job Financial Advisor Private Client Group at RBC Wealth Management
Industry Financial Services
Experience
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

J. Scott Farmer J. Scott Farmer Orlando, Florida Area Details
J. Scott Farmer's Wells Fargo Advisors Experience 2000 - 2009
Job Private Equity | M&A | Human Capital Management
Industry Financial Services
Experience
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

John Jobbe John Jobbe Greater Chicago Area Details
John Jobbe's Wells Fargo Advisors Experience June 2012 - July 2012
Job Associate Accountant at JLL
Industry Real Estate
Experience
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

Nancy McElroy Nancy McElroy Kansas City, Missouri Area Details
Nancy McElroy's Wells Fargo Advisors Experience September 2010 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Jason Gonter, CFP® Jason Gonter, CFP® Greater Philadelphia Area Details
Jason Gonter, CFP®'s Wells Fargo Advisors Experience November 2007 - June 2011
Job Managing Director/Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Clint Barfield Clint Barfield Chattanooga, Tennessee Area Details
Clint Barfield's Wells Fargo Advisors Experience 2005 - 2010
Job Senior Associate Financial Consultant at Lawson Winchestor Wealth Management
Industry Financial Services
Experience
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

Naveed Ul Islam Naveed Ul Islam Saint Louis, Missouri Details
Naveed Ul Islam's Wells Fargo Advisors Experience August 2010 - February 2012
Job QUALITY IN DNA RESULTS IN QUALITY EVERYWHERE
Industry Computer Software
Experience
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

Jeffrey Kerrigan Jeffrey Kerrigan Greensboro/Winston-Salem, North Carolina Area Details
Jeffrey Kerrigan's Wells Fargo Advisors Experience June 2015 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Mark Toro Mark Toro Tampa, Florida Details
Mark Toro's Wells Fargo Advisors Experience March 2012 - June 2015
Job
Industry Financial Services
Experience
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

Amy Piechowski Amy Piechowski Greater St. Louis Area Details
Amy Piechowski's Wells Fargo Advisors Experience June 2015 - Present
Job Programs Project Manager at Wells Fargo Advisors
Industry Financial Services
Experience
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

Melissa (MacIsaac) O'Bryan Melissa (MacIsaac) O'Bryan Greater Atlanta Area Details
Melissa (MacIsaac) O'Bryan's Wells Fargo Advisors Experience 2012 - 2014
Job Certified Partner & Advanced Certification Specialist at Digital Marketer
Industry Marketing and Advertising
Experience
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

Mandy Gerstein Mandy Gerstein Greater New York City Area Details
Mandy Gerstein's Wells Fargo Advisors Experience November 2014 - Present
Job Marketing Client Associate
Industry Investment Management
Experience
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

Scott Saxe Scott Saxe Evansville, Indiana Area Details
Scott Saxe's Wells Fargo Advisors Experience July 1986 - Present
Job Managing DirectorInvestments
Industry Financial Services
Experience
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

Nicholas Korn Nicholas Korn Deerfield, Illinois Details
Nicholas Korn's Wells Fargo Advisors Experience October 2013 - June 2014
Job Financial Planning Associate, Registered Associate at Morgan Stanley
Industry Financial Services
Experience
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

Michael Massaad Michael Massaad Dayton, Ohio Details
Michael Massaad's Wells Fargo Advisors Experience May 2014 - August 2014
Job University of Dayton Graduate Seeking Professional work in Los Angeles
Industry Financial Services
Experience
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

Colleen Weaver Colleen Weaver Greater Philadelphia Area Details
Colleen Weaver's Wells Fargo Advisors Experience November 1995 - Present
Job Financial Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
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

Amita Shah Amita Shah Greater St. Louis Area Details
Amita Shah's Wells Fargo Advisors Experience February 2015 - Present
Job Risk Manager at Wells Fargo Advisors
Industry Financial Services
Experience
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

Jeff Shirk Jeff Shirk Ocean City, New Jersey Details
Jeff Shirk's Wells Fargo Advisors Experience May 2005 - Present
Job Financial Advisor at Fortress Financial LLC
Industry Financial Services
Experience
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

Elias Contreras Elias Contreras Houston, Texas Details
Elias Contreras's Wells Fargo Advisors Experience July 2014 - Present
Job Regional Private Banker
Industry Financial Services
Experience
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

Shante Clark Shante Clark Houston, Texas Area Details
Shante Clark's Wells Fargo Advisors Experience August 2010 - December 2010
Job Marketing Specialist
Industry Marketing and Advertising
Experience
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

Victoria Howard Victoria Howard Greater Denver Area Details
Victoria Howard's Wells Fargo Advisors Experience 2009 - 2009
Job Lead Financial Analyst at CenturyLink
Industry Information Technology and Services
Experience
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

Harold (Thompson) Hinojosa, PHR, SHRM-CP Harold (Thompson) Hinojosa, PHR, SHRM-CP Saint Louis, Missouri Details
Harold (Thompson) Hinojosa, PHR, SHRM-CP's Wells Fargo Advisors Experience June 2013 - September 2013
Job Human Resources
Industry Human Resources
Experience
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

Salvatore (Sal) Salvato Salvatore (Sal) Salvato Chicago, Illinois Details
Salvatore (Sal) Salvato's Wells Fargo Advisors Experience February 2014 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
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

Kurtis Tucker, CLU, ChFC, MBA Kurtis Tucker, CLU, ChFC, MBA Miami/Fort Lauderdale Area Details
Kurtis Tucker, CLU, ChFC, MBA's Wells Fargo Advisors Experience 2011 - June 2014
Job Managing DirectorPrincipal Financial Group
Industry Financial Services
Experience
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

Stacey Meyer Stacey Meyer Carlyle, Illinois Details
Stacey Meyer's Wells Fargo Advisors Experience June 2012 - April 2013
Job The Maschhoffs
Industry Food Production
Experience
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)

Jarred Mayer Jarred Mayer Gainesville, Florida Area Details
Jarred Mayer's Wells Fargo Advisors Experience June 2014 - September 2014
Job Operations Manager at Wells Fargo Advisors
Industry Financial Services
Experience
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

Richard Klimpt Richard Klimpt Birmingham, Alabama Details
Richard Klimpt's Wells Fargo Advisors Experience September 2011 - August 2014
Job Financial Consultant at Regions Financial Corporation
Industry Financial Services
Experience
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

Jeffrey Britell Jeffrey Britell Greater New York City Area Details
Jeffrey Britell's Wells Fargo Advisors Experience September 1998 - July 1999
Job Vice PresidentGlobal Carrier and Exchange Relations at IPC Systems, Inc.
Industry Telecommunications
Experience
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

Patrick Krueger Patrick Krueger Forsyth, Illinois Details
Patrick Krueger's Wells Fargo Advisors Experience May 2014 - August 2014
Job Crop Protection Finance Intern
Industry Financial Services
Experience
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

Adam Gaschott Adam Gaschott Miami, Florida Details
Adam Gaschott's Wells Fargo Advisors Experience July 2011 - July 2011
Job Billing Specialist at Vida Hospitality
Industry Hospitality
Experience
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

Gus Schulze Gus Schulze Greater St. Louis Area Details
Gus Schulze's Wells Fargo Advisors Experience February 2014 - Present
Job Wells Fargo Advisors
Industry Insurance
Experience
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

Kayley Gross Kayley Gross Atlanta, Georgia Details
Kayley Gross's Wells Fargo Advisors Experience May 2011 - August 2011
Job Financial Analyst III at SunTrust Robinson Humphrey
Industry Financial Services
Experience
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

Gib Hale Gib Hale Baltimore, Maryland Area Details
Gib Hale's Wells Fargo Advisors Experience June 2007 - July 2011
Job Acquisitions Associate at Harbor Group
Industry Commercial Real Estate
Experience
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

Douglas Guziec Douglas Guziec Greater Chicago Area Details
Douglas Guziec's Wells Fargo Advisors Experience June 2008 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   June 2008 - Present

Education
University of Florida - Warrington College Of Business   2002 — 2006

Anupam Andy Gupta Anupam Andy Gupta Dallas/Fort Worth Area Details
Anupam Andy Gupta's Wells Fargo Advisors Experience July 2011 - Present
Job FAIT at Wells Fargo Advisors
Industry Financial Services
Experience
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

Barry J. Killian Barry J. Killian Greater Chicago Area Details
Barry J. Killian's Wells Fargo Advisors Experience May 2005 - September 2010
Job President at Killian Financial Group
Industry Financial Services
Experience
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

Richard Dudley, Jr Richard Dudley, Jr Fort Smith, Arkansas Area Details
Richard Dudley, Jr's Wells Fargo Advisors Experience March 2010 - Present
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Matt Dion Matt Dion Greater Atlanta Area Details
Matt Dion's Wells Fargo Advisors Experience October 2007 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Denise Barry Denise Barry Bluffton, South Carolina Details
Denise Barry's Wells Fargo Advisors Experience June 2004 - July 2011
Job Customer Service Representative at Cherrington Brotsky Conscious Capital
Industry Financial Services
Experience
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

Jonathan Shevlin Jonathan Shevlin Greater Philadelphia Area Details
Jonathan Shevlin's Wells Fargo Advisors Experience January 2014 - Present
Job Regional Sales Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   January 2014 - Present
Wells Fargo Advisors   November 2010 - December 2013
Wells Fargo Advisors   November 2005 - November 2010
The Hartford  November 2003 - November 2005
Fiserv  January 2001 - October 2003

Skills
Series 7, Series 63, Mutual Funds, Wealth Management, Retirement Planning, Investment Advisory, ETFs, Hedge Funds, CRM

Education
University of Pennsylvania - The Wharton School   2013 — 2013
CIMA, Finance, General

Villanova University   1998 — 2000
Business

University of Dayton   1995 — 1998

LaSalle College High School   1991 — 1995

Heather Ann Hanson Heather Ann Hanson Washington, District Of Columbia Details
Heather Ann Hanson's Wells Fargo Advisors Experience October 2010 - Present
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Jana Madonna Jana Madonna Greater Philadelphia Area Details
Jana Madonna's Wells Fargo Advisors Experience March 2011 - July 2011
Job Process Automation Engineer at barclaycard
Industry Writing and Editing
Experience
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

Arely Ledezma (Cerda) Arely Ledezma (Cerda) Greater Chicago Area Details
Arely Ledezma (Cerda)'s Wells Fargo Advisors Experience 2003 - Present
Job AVP Business Systems Analyst at Wachovia Securities
Industry Financial Services
Experience
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

Howard Lott Howard Lott Austin, Texas Area Details
Howard Lott's Wells Fargo Advisors Experience 1998 - 2014
Job
Industry Hospital & Health Care
Experience
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

Kyle Moe Kyle Moe Urbana-Champaign, Illinois Area Details
Kyle Moe's Wells Fargo Advisors Experience May 2010 - August 2011
Job
Industry
Experience
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

Trish Morris Trish Morris Englewood, Colorado Details
Trish Morris's Wells Fargo Advisors Experience August 1985 - January 2011
Job President/CEO Special People Special Needs Foundation
Industry Nonprofit Organization Management
Experience
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

Andrew L. Thomas III, PMP Andrew L. Thomas III, PMP Greater St. Louis Area Details
Andrew L. Thomas III, PMP's Wells Fargo Advisors Experience July 2010 - Present
Job at Wells Fargo Advisors
Industry Information Technology and Services
Experience
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

Rob Zickus Rob Zickus Greater St. Louis Area Details
Rob Zickus's Wells Fargo Advisors Experience May 2010 - Present
Job Project Manager Internal Controls at Wells Fargo Advisors
Industry Financial Services
Experience
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

Roy Badget Roy Badget Greater St. Louis Area Details
Roy Badget's Wells Fargo Advisors Experience February 2004 - Present
Job Desktop Engineer at Wells Fargo Advisors
Industry Information Technology and Services
Experience
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

Mark D. Gilbert Mark D. Gilbert Grosse Pointe, Michigan Details
Mark D. Gilbert's Wells Fargo Advisors Experience June 2011 - Present
Job Financial Consultant at Wells Fargo Advisors LLC
Industry Financial Services
Experience
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

Jim Burdette Jim Burdette Richmond, Virginia Area Details
Jim Burdette's Wells Fargo Advisors Experience September 2004 - Present
Job Vice President at Wells Fargo Advisors
Industry Investment Management
Experience
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

Sae Lee Sae Lee Greater St. Louis Area Details
Sae Lee's Wells Fargo Advisors Experience November 2008 - Present
Job VP Senior Investment Systems Analyst at Wells Fargo Advisors
Industry Information Technology and Services
Experience
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

Cameron Collins Cameron Collins Greater St. Louis Area Details
Cameron Collins's Wells Fargo Advisors Experience April 2013 - June 2014
Job Director of Corporate Training & Strategic Initiatives at Photos Unlimited
Industry Retail
Experience
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

Janet Gaines Janet Gaines Greater St. Louis Area Details
Janet Gaines's Wells Fargo Advisors Experience January 2009 - Present
Job System Analyst at Wells Fargo Advisors
Industry Financial Services
Experience
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

Paul Lebouef Paul Lebouef Houston, Texas Area Details
Paul Lebouef's Wells Fargo Advisors Experience October 2014 - Present
Job Financial Advisor AVP Investments
Industry Financial Services
Experience
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

Chad L. Glessman Chad L. Glessman Houston, Texas Details
Chad L. Glessman's Wells Fargo Advisors Experience September 2003 - Present
Job Sr. Financial Advisor, AAMS® at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
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

Ashok Tadakamalla Ashok Tadakamalla Charlotte, North Carolina Details
Ashok Tadakamalla's Wells Fargo Advisors Experience May 2013 - Present
Job Technical Lead at Wells Fargo Advisors
Industry Financial Services
Experience
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

David Murski David Murski Charlotte, North Carolina Area Details
David Murski's Wells Fargo Advisors Experience 2009 - Present
Job Client Services Rep 3 at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
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

Brett Schulte Brett Schulte Greater St. Louis Area Details
Brett Schulte's Wells Fargo Advisors Experience December 2014 - Present
Job UX/UI Business Architect at Wells Fargo Advisors
Industry Financial Services
Experience
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

Javier Tellez Javier Tellez Miami/Fort Lauderdale Area Details
Javier Tellez's Wells Fargo Advisors Experience August 2008 - December 2009
Job Vice President/LATAM Markets at 7A Capital, LLC
Industry Investment Management
Experience
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

Pallavi Punugoti Pallavi Punugoti Dallas/Fort Worth Area Details
Pallavi Punugoti's Wells Fargo Advisors Experience August 2011 - June 2012
Job
Industry Information Technology and Services
Experience
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

Andrew Hack Andrew Hack Greater New York City Area Details
Andrew Hack's Wells Fargo Advisors Experience May 2010 - July 2012
Job Financial Advisor at J.P. Morgan Securities, LLC
Industry Financial Services
Experience
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

Shannon McCall Shannon McCall Greater St. Louis Area Details
Shannon McCall's Wells Fargo Advisors Experience December 2000 - Present
Job FVP, Business Leader at Wells Fargo Advisors
Industry Financial Services
Experience
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

John Flood John Flood Greater St. Louis Area Details
John Flood's Wells Fargo Advisors Experience July 2012 - June 2015
Job Regional Manager at Scottrade
Industry Financial Services
Experience
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

Jenny Timmermann-Anderson Jenny Timmermann-Anderson Greater St. Louis Area Details
Jenny Timmermann-Anderson's Wells Fargo Advisors Experience October 2013 - Present
Job Project Manager
Industry Financial Services
Experience
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

Jenee Datus Jenee Datus Greater St. Louis Area Details
Jenee Datus's Wells Fargo Advisors Experience December 2009 - February 2012
Job Associate Director, Help Desk at Reinsurance Group of America, Incorporated
Industry Professional Training & Coaching
Experience
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

Joseph Romary Joseph Romary Bourbonnais, Illinois Details
Joseph Romary's Wells Fargo Advisors Experience November 1996 - Present
Job Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Ken Rennie, PMP Ken Rennie, PMP Greater St. Louis Area Details
Ken Rennie, PMP's Wells Fargo Advisors Experience June 2011 - October 2011
Job Project Manager at Nestlé Purina North America
Industry Information Technology and Services
Experience
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

Tony Gebben Tony Gebben Greater Chicago Area Details
Tony Gebben's Wells Fargo Advisors Experience June 2007 - September 2008
Job Unit Trust Syndicate and Underwriting Senior Specialist at Invesco Unit Trusts
Industry Investment Management
Experience
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

Tom Martin, ERP Tom Martin, ERP Greater St. Louis Area Details
Tom Martin, ERP's Wells Fargo Advisors Experience June 2011 - November 2011
Job Trading Analyst at Arch Coal, Inc.
Industry Oil & Energy
Experience
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

Grant Shepherd Grant Shepherd Saint Louis, Missouri Details
Grant Shepherd's Wells Fargo Advisors Experience March 2001 - Present
Job VP Convertible/Hybrid Trading at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   March 2001 - Present

Skills
Series 7, Investments, Options, Series 63, Trading, Wealth Management

Education
University of Delaware
Bachelor of Science (BS)

Gabe Fenton Gabe Fenton Boulder, Colorado Details
Gabe Fenton's Wells Fargo Advisors Experience May 1995 - January 1997
Job President at Resolve Funding | The Lending Partner to Real Estate Investors
Industry Banking
Experience
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

nancy haines nancy haines Greater St. Louis Area Details
nancy haines's Wells Fargo Advisors Experience January 2012 - Present
Job Advisory Solutions at Edward Jones
Industry Financial Services
Experience
Wells Fargo Advisors   January 2012 - Present
Edward Jones  1999 - 2011

Education
University of Evansville   1992 — 1996
Bachelor's degree, Psychology

Art Saiki Art Saiki Kailua, Hawaii Details
Art Saiki's Wells Fargo Advisors Experience 2009 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
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

Robert Knutson Robert Knutson Lansing, Michigan Details
Robert Knutson's Wells Fargo Advisors Experience January 1983 - Present
Job Senior VP Investment Officer at Wells Fargo Advisors
Industry Financial Services
Experience
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

Michael Carmona Michael Carmona Ocala, Florida Details
Michael Carmona's Wells Fargo Advisors Experience November 2012 - Present
Job New Financial Advisor at Wells Fargo Advisors
Industry Investment Management
Experience
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

Uyen Ho Uyen Ho Houston, Texas Area Details
Uyen Ho's Wells Fargo Advisors Experience May 2005 - August 2006
Job Petroleum Engineering Tech
Industry Oil & Energy
Experience
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

Lee Birdsell Lee Birdsell Springfield, Illinois Details
Lee Birdsell's Wells Fargo Advisors Experience 1999 - 2009
Job Financial Services Professional looking for a position in the Denver, CO area
Industry Financial Services
Experience
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

Kary Silvers Kary Silvers Greater New York City Area Details
Kary Silvers's Wells Fargo Advisors Experience October 2011 - January 2013
Job MBA Student Financial Analysis
Industry Investment Management
Experience
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)

Andrew Bury Andrew Bury Arlington Heights, Illinois Details
Andrew Bury's Wells Fargo Advisors Experience January 2005 - January 2014
Job Retired at None
Industry Financial Services
Experience
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

Noel Todd Noel Todd United States Details
Noel Todd's Wells Fargo Advisors Experience November 2014 - Present
Job PCG Regional Supervisor, Wells Fargo Advisors LLC
Industry Financial Services
Experience
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

Sarah Callan Sarah Callan Houston, Texas Details
Sarah Callan's Wells Fargo Advisors Experience May 2008 - July 2012
Job Office Manager at Griffin & Cain, Attorneys at Law
Industry Law Practice
Experience
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

Robbie brust Robbie brust Ponte Vedra Beach, Florida Details
Robbie brust's Wells Fargo Advisors Experience August 2006 - September 2013
Job First Vice President Wealth Management at Merrill Lynch
Industry Financial Services
Experience
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

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