Wells Fargo Advisors
Industry: Subsidiary
DescriptionWells Fargo Advisors is a subsidiary of Wells Fargo, located in St Louis, Missouri. It is the ninth largest brokerage firm in the United States as of August 17, 2017 with $490 billion retail client assets under management. Headquarters: St. Louis, Missouri, United States Number of employees: 15,000 Advisors Parent organization: Wells Fargo Founded: 4 September 2001 Total assets: 490 billion USD Subsidiaries: Wachovia Securities (Argentina) LLC (Buenos Aires Argentina),
Wells Fargo Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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7,010 Wells Fargo Advisors employees in database. Find out everything there's to know about Wells Fargo Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Advisors Employees
Employee
Years
Job
Industry
Darlene Garza Darlene Garza's Wells Fargo Advisors Experience June 2008 - September 2013
Job Nursing Student
Industry Medical Practice
Experience
Azusa Pacific University January 2015 - Present
The Refresh Bar and Spa April 2013 - Present
Wells Fargo Advisors June 2008 - September 2013
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Customer Service, Banking, Financial Analysis
Education
University of La Verne 2009 — 2012
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Azusa Pacific University January 2015 - Present
The Refresh Bar and Spa April 2013 - Present
Wells Fargo Advisors June 2008 - September 2013
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Customer Service, Banking, Financial Analysis
Education
University of La Verne 2009 — 2012
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Cathleen Hodge Cathleen Hodge's Wells Fargo Advisors Experience October 2009 - March 2013
Job Training & Development Specialist at CafePress Inc.
Industry Consumer Services
Experience
CafePress Inc. April 2013 - Present
Wells Fargo Advisors October 2009 - March 2013
Little Flock Christian Academy July 2003 - October 2009
Skills
Professional Training &..., Time Management, Public Speaking, Leadership, PowerPoint
Education
University of Louisville
BA, Communications
CafePress Inc. April 2013 - Present
Wells Fargo Advisors October 2009 - March 2013
Little Flock Christian Academy July 2003 - October 2009
Skills
Professional Training &..., Time Management, Public Speaking, Leadership, PowerPoint
Education
University of Louisville
BA, Communications
Amy Townsend Amy Townsend's Wells Fargo Advisors Experience March 2012 - Present
Job Financial Advisor, CFP® at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Advisors March 2012 - Present
McGladrey 2008 - March 2012
Principal Financial Group 2007 - 2008
Skills
Investment Planning, Retirement Planning, Tax-advantaged..., Asset Allocation, Insurance, Holistic Financial..., Investment Strategies, Alternative Investments
Education
University of Iowa - Henry B. Tippie College of Business
Bachelor of Science (B.S.), Finance, Management
Wells Fargo Advisors March 2012 - Present
McGladrey 2008 - March 2012
Principal Financial Group 2007 - 2008
Skills
Investment Planning, Retirement Planning, Tax-advantaged..., Asset Allocation, Insurance, Holistic Financial..., Investment Strategies, Alternative Investments
Education
University of Iowa - Henry B. Tippie College of Business
Bachelor of Science (B.S.), Finance, Management
Jennifer Breaux's Wells Fargo Advisors Experience June 2011 - Present
Job Client Associate at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors June 2011 - Present
Skills
Series 7, Sales, Microsoft Office, Negotiation, Leadership, PowerPoint, Sales Management, Marketing, Team Building, Microsoft Word
Education
University of Louisiana at Lafayette
Wells Fargo Advisors June 2011 - Present
Skills
Series 7, Sales, Microsoft Office, Negotiation, Leadership, PowerPoint, Sales Management, Marketing, Team Building, Microsoft Word
Education
University of Louisiana at Lafayette
Michael Borrelli Michael Borrelli's Wells Fargo Advisors Experience August 2008 - November 2010
Job Regional Retirement Specialist Retirement Sales Representative for Principal Financial Group, Princor Registered Rep
Industry Financial Services
Experience
Principal Financial Group June 2014 - Present
Principal Financial Group 2010 - 2014
Wells Fargo Advisors August 2008 - November 2010
Skills
Defined Benefit, Asset Management, Qualified Retirement..., 401(k), 403(b), Deferred Compensation, Executive Benefit..., Pension Plans, 401k
Education
University of Maryland - Robert H. Smith School of Business 2004 — 2008
Bachelor's Degree, Finance
Principal Financial Group June 2014 - Present
Principal Financial Group 2010 - 2014
Wells Fargo Advisors August 2008 - November 2010
Skills
Defined Benefit, Asset Management, Qualified Retirement..., 401(k), 403(b), Deferred Compensation, Executive Benefit..., Pension Plans, 401k
Education
University of Maryland - Robert H. Smith School of Business 2004 — 2008
Bachelor's Degree, Finance
Jennifer Kragt's Wells Fargo Advisors Experience January 2011 - July 2014
Job VP, Operational Risk Manager Brokerage Technology at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2011 - July 2014
Wells Fargo Bank May 2009 - January 2011
Wells Fargo Bank May 2007 - May 2009
Wells Fargo Bank November 2005 - May 2007
Wells Fargo Bank September 2003 - November 2005
GMAC Mortgage 1999 - 2003
Skills
Risk Management, Risk, Risk Assessment, IT Audit, Operational Risk...
Education
University of Iowa 1993 — 1995
MS, Economic Development
University of Northern Iowa 1990 — 1993
BA, Political Science
Wells Fargo Advisors January 2011 - July 2014
Wells Fargo Bank May 2009 - January 2011
Wells Fargo Bank May 2007 - May 2009
Wells Fargo Bank November 2005 - May 2007
Wells Fargo Bank September 2003 - November 2005
GMAC Mortgage 1999 - 2003
Skills
Risk Management, Risk, Risk Assessment, IT Audit, Operational Risk...
Education
University of Iowa 1993 — 1995
MS, Economic Development
University of Northern Iowa 1990 — 1993
BA, Political Science
Luke Lloyd's Wells Fargo Advisors Experience August 2004 - September 2006
Job Vice President at Capstone Asset Management West Region
Industry Financial Services
Experience
Capstone Asset Management October 2009 - Present
Chase October 2006 - October 2009
Wells Fargo Advisors August 2004 - September 2006
Education
University of Iowa 2002 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
Capstone Asset Management October 2009 - Present
Chase October 2006 - October 2009
Wells Fargo Advisors August 2004 - September 2006
Education
University of Iowa 2002 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
Ana Feller's Wells Fargo Advisors Experience June 2006 - December 2008
Job Provisional Vice President at Opes Financial Partners
Industry Financial Services
Experience
Opes Financial Partners June 2013 - Present
Opes Financial Solutions 2013 - 2013
Wells Fargo Advisors June 2006 - December 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Accounting
Education
University of Maryland College Park 1991 — 1994
Bachelor's degree, Business Management/Accounting
University of Maryland College Park
Opes Financial Partners June 2013 - Present
Opes Financial Solutions 2013 - 2013
Wells Fargo Advisors June 2006 - December 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Accounting
Education
University of Maryland College Park 1991 — 1994
Bachelor's degree, Business Management/Accounting
University of Maryland College Park
V. Michael Romanov V. Michael Romanov's Wells Fargo Advisors Experience May 2001 - Present
Job Associate Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors May 2001 - Present
John Hancock Financial Services May 1996 - May 2001
Washington Investment Corporation December 1994 - May 1995
Skills
Retirement Planning, Investments, Retirement, Investment Strategies
Education
University of Maryland College Park 1990 — 1993
Bachelors, International Business
Wells Fargo Advisors May 2001 - Present
John Hancock Financial Services May 1996 - May 2001
Washington Investment Corporation December 1994 - May 1995
Skills
Retirement Planning, Investments, Retirement, Investment Strategies
Education
University of Maryland College Park 1990 — 1993
Bachelors, International Business
Adam West's Wells Fargo Advisors Experience July 2012 - June 2015
Job Vice President | Relationship Manager
Industry Financial Services
Experience
TD Wealth Management June 2015 - Present
Wells Fargo Advisors July 2012 - June 2015
Wells Fargo Advisors December 2010 - July 2012
Citizens Bank October 2009 - December 2010
Bank of America June 2006 - March 2009
Westco, Inc October 2002 - June 2006
Morgan Stanley Smith Barney April 2001 - October 2002
Morgan Stanley July 1998 - April 2001
Standish, Ayer & Wood, Inc March 1993 - August 1996
Skills
Building Relationships, New Business Development, Sales Management, Wealth Management, Private Banking, Financial Advisory, Banking, Credit, Cash Management, Series 7, Securities, Financial Planning, Mortgage, Loans, Private Wealth..., Series 6, Series 63, Mortgage Lending, High Net Worth..., Holistic Financial..., Investment Advisory, Separately Managed..., Wrap Accounts, Unified Managed Accounts, SMA, Strategic Financial..., Retirement Planning, Relationship Management, Asset Management, Asset Allocation, Investment Strategies, Financial Analysis, Commercial Banking, Finance, Financial Risk, Consumer Lending, Insurance, Financial Services
Education
University of Massachusetts Boston 1996 — 1998
B.S, Finance
TD Wealth Management June 2015 - Present
Wells Fargo Advisors July 2012 - June 2015
Wells Fargo Advisors December 2010 - July 2012
Citizens Bank October 2009 - December 2010
Bank of America June 2006 - March 2009
Westco, Inc October 2002 - June 2006
Morgan Stanley Smith Barney April 2001 - October 2002
Morgan Stanley July 1998 - April 2001
Standish, Ayer & Wood, Inc March 1993 - August 1996
Skills
Building Relationships, New Business Development, Sales Management, Wealth Management, Private Banking, Financial Advisory, Banking, Credit, Cash Management, Series 7, Securities, Financial Planning, Mortgage, Loans, Private Wealth..., Series 6, Series 63, Mortgage Lending, High Net Worth..., Holistic Financial..., Investment Advisory, Separately Managed..., Wrap Accounts, Unified Managed Accounts, SMA, Strategic Financial..., Retirement Planning, Relationship Management, Asset Management, Asset Allocation, Investment Strategies, Financial Analysis, Commercial Banking, Finance, Financial Risk, Consumer Lending, Insurance, Financial Services
Education
University of Massachusetts Boston 1996 — 1998
B.S, Finance
Kevin Hoelscher's Wells Fargo Advisors Experience January 2014 - January 2015
Job Eligibility Specialist II at CHRISTUS Health
Industry Insurance
Experience
CHRISTUS Health March 2015 - Present
Wells Fargo Advisors January 2014 - January 2015
Wells Fargo Advisors August 2013 - December 2013
The Rawlings Group November 2012 - May 2013
Audubon Country Club April 2010 - November 2012
All About Kids Sports Center January 2012 - May 2012
College Works Painting April 2009 - August 2009
St. Louis Catholic Cemeteries - Resurrection Cemetery April 2007 - August 2007
Walgreens January 2006 - August 2006
Skills
Insurance Law, Sports Management, Assets Recovery, Data Entry, Cold Calling, Customer Service, Employee Training, File Management, Management, Fundraising, Training, Time Management, Microsoft Office, Public Speaking, PowerPoint, Microsoft Excel, Social Media, Microsoft Word, Leadership, Sales, Event Planning
Education
University of Louisville 2007 — 2011
Bachelor of Science (B.S.), Sports Administration, 3.33 of 4.00
St. Louis University High School 2003 — 2007
CHRISTUS Health March 2015 - Present
Wells Fargo Advisors January 2014 - January 2015
Wells Fargo Advisors August 2013 - December 2013
The Rawlings Group November 2012 - May 2013
Audubon Country Club April 2010 - November 2012
All About Kids Sports Center January 2012 - May 2012
College Works Painting April 2009 - August 2009
St. Louis Catholic Cemeteries - Resurrection Cemetery April 2007 - August 2007
Walgreens January 2006 - August 2006
Skills
Insurance Law, Sports Management, Assets Recovery, Data Entry, Cold Calling, Customer Service, Employee Training, File Management, Management, Fundraising, Training, Time Management, Microsoft Office, Public Speaking, PowerPoint, Microsoft Excel, Social Media, Microsoft Word, Leadership, Sales, Event Planning
Education
University of Louisville 2007 — 2011
Bachelor of Science (B.S.), Sports Administration, 3.33 of 4.00
St. Louis University High School 2003 — 2007
Renae Watkins Renae Watkins's Wells Fargo Advisors Experience February 2014 - August 2015
Job Private Banker at BBVA Compass Wealth Management
Industry Financial Services
Experience
BBVA Compass Wealth Management August 2015 - Present
Wells Fargo Advisors February 2014 - August 2015
BMO Harris Bank April 2012 - February 2014
Merrill Lynch April 2010 - April 2012
Bank of America August 1995 - April 2010
Skills
Financial Advisory, Insurance, Asset Allocation, Investment Strategies, 401k Rollovers, Financial Services, Investments, Relationship Management, Retirement Planning, Wealth Management, Series 7, Portfolio Management, Credit, Loans, Banking, Finance, Mortgage Lending, Risk Management, Series 63
Education
University of Iowa 1990 — 1994
BBVA Compass Wealth Management August 2015 - Present
Wells Fargo Advisors February 2014 - August 2015
BMO Harris Bank April 2012 - February 2014
Merrill Lynch April 2010 - April 2012
Bank of America August 1995 - April 2010
Skills
Financial Advisory, Insurance, Asset Allocation, Investment Strategies, 401k Rollovers, Financial Services, Investments, Relationship Management, Retirement Planning, Wealth Management, Series 7, Portfolio Management, Credit, Loans, Banking, Finance, Mortgage Lending, Risk Management, Series 63
Education
University of Iowa 1990 — 1994
Lurier Peter Lurier Peter's Wells Fargo Advisors Experience March 1999 - Present
Job Managing Director Investments at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 1999 - Present
Education
University of Massachusetts, Amherst 1979 — 1983
B.A., Communications
Wells Fargo Advisors March 1999 - Present
Education
University of Massachusetts, Amherst 1979 — 1983
B.A., Communications
Erin Rocheleau Erin Rocheleau's Wells Fargo Advisors Experience February 2014 - Present
Job Senior Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors February 2014 - Present
Oppenheimer & Co. April 2008 - February 2014
Marshalls October 2001 - June 2009
New York Life May 2007 - April 2008
University of Massachusetts Amherst August 2005 - May 2007
Education
University of Massachusetts, Amherst 2003 — 2007
Bachelor of Arts
Wells Fargo Advisors February 2014 - Present
Oppenheimer & Co. April 2008 - February 2014
Marshalls October 2001 - June 2009
New York Life May 2007 - April 2008
University of Massachusetts Amherst August 2005 - May 2007
Education
University of Massachusetts, Amherst 2003 — 2007
Bachelor of Arts
Donald Busse Donald Busse's Wells Fargo Advisors Experience January 2009 - January 2012
Job Treasury Management Sales Consultant Wells Fargo US Corporate Banking
Industry Financial Services
Experience
Wells Fargo June 2012 - Present
Wells Fargo June 2006 - Present
Wells Fargo Advisors January 2009 - January 2012
Wells Fargo June 2006 - January 2009
Skills
Portfolio Management, Banking, Series 7, Financial Analysis, Series 63
Education
University of Iowa 2002 — 2006
Bachelor of Business Administration (BBA), Finance, General
Marian Catholic 1998 — 2002
Wells Fargo June 2012 - Present
Wells Fargo June 2006 - Present
Wells Fargo Advisors January 2009 - January 2012
Wells Fargo June 2006 - January 2009
Skills
Portfolio Management, Banking, Series 7, Financial Analysis, Series 63
Education
University of Iowa 2002 — 2006
Bachelor of Business Administration (BBA), Finance, General
Marian Catholic 1998 — 2002
Alex Telacki Alex Telacki's Wells Fargo Advisors Experience October 2009 - August 2011
Job Financial Services Professional at Center for Wealth Preservation
Industry Financial Services
Experience
Center for Wealth Preservation September 2012 - May 2014
Wells Fargo Advisors October 2009 - August 2011
Skills
Customer Service, Insurance, Strategic Planning, Team Building, Life Insurance, Microsoft Excel, Analysis, Microsoft Office, Financial Services
Education
University of Maryland College Park 2008 — 2012
Bachelor's degree, Economics
Paul D. Schreiber High School
Center for Wealth Preservation September 2012 - May 2014
Wells Fargo Advisors October 2009 - August 2011
Skills
Customer Service, Insurance, Strategic Planning, Team Building, Life Insurance, Microsoft Excel, Analysis, Microsoft Office, Financial Services
Education
University of Maryland College Park 2008 — 2012
Bachelor's degree, Economics
Paul D. Schreiber High School
Scott Fleming's Wells Fargo Advisors Experience September 2011 - August 2013
Job Regional PresidentRocky Mountain Region at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management July 2015 - Present
The Bank of Tampa August 2013 - July 2015
Wells Fargo Advisors September 2011 - August 2013
Morgan Stanley Wealth Management 1996 - 2011
Skills
Recruiting, Sales Management, Collaborative Problem..., Executive Management, Business Strategy, Business Development, Business Planning, Sales Leadership..., Sales Presentations, Sales Process, Executive Coaching, Hands-on Training, Business Coaching, Advocacy, Philanthropy, Community Outreach, Communication Skills, Financial Services, Entrepreneurship, Strategic Planning, Public Speaking, Training, CRM, Marketing, Leadership, Strategic Partnerships, Sales, Coaching, Management, Wealth Management, Investments
Education
University of South Florida 1986 — 1988
Bachelor of Science (BS), Business Administration and Management, General
University of Miami 1983 — 1984
Business
Wilbraham & Monson Academy Prep School
BNY Mellon Wealth Management July 2015 - Present
The Bank of Tampa August 2013 - July 2015
Wells Fargo Advisors September 2011 - August 2013
Morgan Stanley Wealth Management 1996 - 2011
Skills
Recruiting, Sales Management, Collaborative Problem..., Executive Management, Business Strategy, Business Development, Business Planning, Sales Leadership..., Sales Presentations, Sales Process, Executive Coaching, Hands-on Training, Business Coaching, Advocacy, Philanthropy, Community Outreach, Communication Skills, Financial Services, Entrepreneurship, Strategic Planning, Public Speaking, Training, CRM, Marketing, Leadership, Strategic Partnerships, Sales, Coaching, Management, Wealth Management, Investments
Education
University of South Florida 1986 — 1988
Bachelor of Science (BS), Business Administration and Management, General
University of Miami 1983 — 1984
Business
Wilbraham & Monson Academy Prep School
Jacob Rawlings Jacob Rawlings's Wells Fargo Advisors Experience September 2014 - Present
Job Brokerage Associate at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors September 2014 - Present
ING Financial Partners March 2011 - August 2014
Education
University of Maryland College Park
Bachelor of Arts (B.A.), Economics
Wells Fargo Advisors September 2014 - Present
ING Financial Partners March 2011 - August 2014
Education
University of Maryland College Park
Bachelor of Arts (B.A.), Economics
William Cornett's Wells Fargo Advisors Experience October 2011 - Present
Job Financial Advisor I Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors October 2011 - Present
Chase Investment Services June 2011 - October 2011
Chase Investment Services May 2006 - June 2011
Skills
Investments, Risk Management, IRA Investment Options..., Workplace Retirement..., Debt Analysis, Retirement Planning, Investment Strategies, Stock Market Analysis, College Savings Plans
Education
University of Kentucky 2000 — 2004
Bachelor of Business Administration (BBA), Finance
Wells Fargo Advisors October 2011 - Present
Chase Investment Services June 2011 - October 2011
Chase Investment Services May 2006 - June 2011
Skills
Investments, Risk Management, IRA Investment Options..., Workplace Retirement..., Debt Analysis, Retirement Planning, Investment Strategies, Stock Market Analysis, College Savings Plans
Education
University of Kentucky 2000 — 2004
Bachelor of Business Administration (BBA), Finance
Jim Osterman Jim Osterman's Wells Fargo Advisors Experience January 2014 - Present
Job
Industry Capital Markets
Experience
Wells Fargo Advisors January 2014 - Present
Stock Market Trader June 2011 - June 2014
Charles Schwab February 2006 - May 2011
UBS Financial Services, Inc. January 2004 - February 2006
Skills
Business Strategy, Analytics, Strategic Planning, Series 7, Process Improvement, Business Planning, Financial Analysis, Trading, Securities, Financial Markets, Quantitative Analytics, Microsoft Excel, Valuation, Data Analysis, Portfolio Management, Finance, Financial Services, Risk Management, Mergers & Acquisitions, Series 63, Banking, Mutual Funds, Equities, Fixed Income, Insurance, Relationship Management, Wealth Management
Education
University of Phoenix 2001 — 2003
Master of Business Administration (MBA), Business Administration and Management, General
University of Maryland College Park
BS, Business Management
Arizona state university
Wootton
Wells Fargo Advisors January 2014 - Present
Stock Market Trader June 2011 - June 2014
Charles Schwab February 2006 - May 2011
UBS Financial Services, Inc. January 2004 - February 2006
Skills
Business Strategy, Analytics, Strategic Planning, Series 7, Process Improvement, Business Planning, Financial Analysis, Trading, Securities, Financial Markets, Quantitative Analytics, Microsoft Excel, Valuation, Data Analysis, Portfolio Management, Finance, Financial Services, Risk Management, Mergers & Acquisitions, Series 63, Banking, Mutual Funds, Equities, Fixed Income, Insurance, Relationship Management, Wealth Management
Education
University of Phoenix 2001 — 2003
Master of Business Administration (MBA), Business Administration and Management, General
University of Maryland College Park
BS, Business Management
Arizona state university
Wootton
Jackie Abrahamson Jackie Abrahamson's Wells Fargo Advisors Experience 2008 - 2011
Job Software
Industry Information Technology and Services
Experience
SAIC February 2015 - Present
TASC, Inc. February 2013 - October 2014
Wells Fargo Advisors 2008 - 2011
Morgan Stanley 1998 - 2007
Skills
Security Clearance, Java, Access, JavaScript, C++, SQL, Mutual Funds, Uniform Combined State..., Retirement Planning, Series 63, Series 7, Time Management, Microsoft Office, SQL*Plus, PHP, XML, HTML, XHTML, Microsoft Works, ASP.NET, Oracle SQL, Dreamweaver, NetBeans, Glassfish, Apache Tomcat, Unix Shell Scripting, SIPRNET, NIPR, MS Project, CMMI, ClearCase, Process Improvement, Scrum, Agile Methodologies
Education
University of Massachusetts at Lowell 2013 — 2015
Master of Science (M.S.), Information Technology
UMUC
BS, Computer and Information Sciences, 3.5
SAIC February 2015 - Present
TASC, Inc. February 2013 - October 2014
Wells Fargo Advisors 2008 - 2011
Morgan Stanley 1998 - 2007
Skills
Security Clearance, Java, Access, JavaScript, C++, SQL, Mutual Funds, Uniform Combined State..., Retirement Planning, Series 63, Series 7, Time Management, Microsoft Office, SQL*Plus, PHP, XML, HTML, XHTML, Microsoft Works, ASP.NET, Oracle SQL, Dreamweaver, NetBeans, Glassfish, Apache Tomcat, Unix Shell Scripting, SIPRNET, NIPR, MS Project, CMMI, ClearCase, Process Improvement, Scrum, Agile Methodologies
Education
University of Massachusetts at Lowell 2013 — 2015
Master of Science (M.S.), Information Technology
UMUC
BS, Computer and Information Sciences, 3.5
C. Robert Manness C. Robert Manness's Wells Fargo Advisors Experience January 2013 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 2013 - Present
Barakah, Inc. July 2011 - January 2013
Seating Concepts April 2007 - July 2011
Good Companies February 2005 - November 2006
Palliser April 1996 - February 2005
Accenture May 1993 - April 1996
Unisys October 1990 - May 1993
Skills
Investments, Mutual Funds, Insurance, IRAs, Retirement Planning, Spanish-speaking, Stocks, Bonds, 529 Plans, ETFs, Options, Business Investments, Corporate Investments, 401k Rollovers, Tax Free Income, Saving for Education, 403 b, 457 Plans, Municipal Bonds, Wealth Preservation..., Annuities, MLPs, UITs, Fixed Income, Equities, Life Insurance, Individual Investments, Financial Guidance, 401k, Defined Benefit, Defined Contribution, Employee Stock Options, Non-Qualified Deferred..., Deferred Compensation, Variable Annuities, Fixed Annuities, Permanent Life Insurance, Term Life Insurance, Long-term Care, Succession Planning, Coverdell, Pensions
Education
University of Manitoba
Bachelor of Applied Science (B.A.Sc.) in Industrial Engineering, Industrial Engineering
Wells Fargo Advisors January 2013 - Present
Barakah, Inc. July 2011 - January 2013
Seating Concepts April 2007 - July 2011
Good Companies February 2005 - November 2006
Palliser April 1996 - February 2005
Accenture May 1993 - April 1996
Unisys October 1990 - May 1993
Skills
Investments, Mutual Funds, Insurance, IRAs, Retirement Planning, Spanish-speaking, Stocks, Bonds, 529 Plans, ETFs, Options, Business Investments, Corporate Investments, 401k Rollovers, Tax Free Income, Saving for Education, 403 b, 457 Plans, Municipal Bonds, Wealth Preservation..., Annuities, MLPs, UITs, Fixed Income, Equities, Life Insurance, Individual Investments, Financial Guidance, 401k, Defined Benefit, Defined Contribution, Employee Stock Options, Non-Qualified Deferred..., Deferred Compensation, Variable Annuities, Fixed Annuities, Permanent Life Insurance, Term Life Insurance, Long-term Care, Succession Planning, Coverdell, Pensions
Education
University of Manitoba
Bachelor of Applied Science (B.A.Sc.) in Industrial Engineering, Industrial Engineering
Adam Champagne's Wells Fargo Advisors Experience My primary areas of focus for our Team are: Investing and Administration. Once an investment plan is established I create custom investment portfolios for our clients. This involves individual stocks and bonds, mutual funds, and private money managers.$
Job Senior Vice PresidentInvestment Officer at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors My primary areas of focus for our Team are: Investing and Administration. Once an investment plan is established I create custom investment portfolios for our clients. This involves individual stocks and bonds, mutual funds, and private money managers.$
Skills
401k Rollovers, Business-Succession..., Financial Advisory, Insurance, Investment Planning, Retirement Planning, Risk Management, Tax-Efficient Strategies, Wealth-Preservation...
Education
University of Louisiana at Lafayette
Bachelor of Science (B.S.), Finance
Wells Fargo Advisors My primary areas of focus for our Team are: Investing and Administration. Once an investment plan is established I create custom investment portfolios for our clients. This involves individual stocks and bonds, mutual funds, and private money managers.$
Skills
401k Rollovers, Business-Succession..., Financial Advisory, Insurance, Investment Planning, Retirement Planning, Risk Management, Tax-Efficient Strategies, Wealth-Preservation...
Education
University of Louisiana at Lafayette
Bachelor of Science (B.S.), Finance
Douglas Chod Douglas Chod's Wells Fargo Advisors Experience May 2010 - August 2010
Job Consultant at Deloitte
Industry Management Consulting
Experience
Deloitte August 2014 - Present
Deloitte July 2012 - August 2014
Monsanto May 2011 - August 2011
Wells Fargo Advisors May 2010 - August 2010
Buckingham Asset Management May 2009 - August 2009
Skills
Financial Modeling, Strategy, Financial Analysis, Management Consulting, Data Analysis, Business Development, Business Strategy, Analytics, Valuation, Business Analysis, Consulting
Education
MICDS 2008 — 2012
University of Michigan 2008 — 2012
Bachelor of Arts (B.A.), Economics and Organizational Studies
Deloitte August 2014 - Present
Deloitte July 2012 - August 2014
Monsanto May 2011 - August 2011
Wells Fargo Advisors May 2010 - August 2010
Buckingham Asset Management May 2009 - August 2009
Skills
Financial Modeling, Strategy, Financial Analysis, Management Consulting, Data Analysis, Business Development, Business Strategy, Analytics, Valuation, Business Analysis, Consulting
Education
MICDS 2008 — 2012
University of Michigan 2008 — 2012
Bachelor of Arts (B.A.), Economics and Organizational Studies
Jaimal Hayes Jaimal Hayes's Wells Fargo Advisors Experience December 2005 - July 2008
Job Compliance Analyst at Genworth Financial
Industry Financial Services
Experience
Capital One April 2015 - Present
Abner Baptist Church April 2002 - Present
Genworth Financial July 2011 - April 2015
SunTrust Investment Services January 2011 - July 2011
Wells Fargo Advisors December 2005 - July 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning
Education
University of Scranton
Master of Business Administration (MBA)
University of Mary Washington
Bachelor of Arts (B.A.), Economics
Virginia Union University
Master of Divinity (M.Div.), Theology/Theological Studies
Capital One April 2015 - Present
Abner Baptist Church April 2002 - Present
Genworth Financial July 2011 - April 2015
SunTrust Investment Services January 2011 - July 2011
Wells Fargo Advisors December 2005 - July 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning
Education
University of Scranton
Master of Business Administration (MBA)
University of Mary Washington
Bachelor of Arts (B.A.), Economics
Virginia Union University
Master of Divinity (M.Div.), Theology/Theological Studies
Joseph Rubin's Wells Fargo Advisors Experience April 2015 - Present
Job Private Wealth
Industry Financial Services
Experience
Wells Fargo Advisors April 2015 - Present
Actiance, Inc. March 2014 - April 2015
AlephCloud Systems, Inc. July 2013 - March 2014
Symantec March 2012 - July 2013
Symantec April 2011 - March 2012
Symantec November 2010 - April 2011
Symantec February 2009 - October 2010
Morgan Stanely 2007 - 2008
Skills
SaaS, Selling, Enterprise Software, Go-to-market Strategy, Account Management, Lead Generation, Sales Enablement, Cloud Computing, Direct Sales, Sales Operations, Solution Selling, Salesforce.com, Channel Partners, Sales Process, Channel, Software Industry, Strategic Partnerships, Partner Management, Professional Services, Managed Services, Demand Generation, Business Alliances, Sales
Education
University of Maryland College Park
Wells Fargo Advisors April 2015 - Present
Actiance, Inc. March 2014 - April 2015
AlephCloud Systems, Inc. July 2013 - March 2014
Symantec March 2012 - July 2013
Symantec April 2011 - March 2012
Symantec November 2010 - April 2011
Symantec February 2009 - October 2010
Morgan Stanely 2007 - 2008
Skills
SaaS, Selling, Enterprise Software, Go-to-market Strategy, Account Management, Lead Generation, Sales Enablement, Cloud Computing, Direct Sales, Sales Operations, Solution Selling, Salesforce.com, Channel Partners, Sales Process, Channel, Software Industry, Strategic Partnerships, Partner Management, Professional Services, Managed Services, Demand Generation, Business Alliances, Sales
Education
University of Maryland College Park
Cristina Mendez Cristina Mendez's Wells Fargo Advisors Experience January 1997 - March 2006
Job Financial Advisor Sr. Vice President at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management September 2011 - Present
Citi March 2006 - September 2011
Wells Fargo Advisors January 1997 - March 2006
Education
University of Miami 1993 — 1997
Bachelor of Business Administration (BBA), Marketing
University of Miami 1993 — 1997
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
UBS Wealth Management September 2011 - Present
Citi March 2006 - September 2011
Wells Fargo Advisors January 1997 - March 2006
Education
University of Miami 1993 — 1997
Bachelor of Business Administration (BBA), Marketing
University of Miami 1993 — 1997
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Wendy Trahan Cepak's Wells Fargo Advisors Experience 2001 - 2008
Job The Oak Financial Group
Industry Financial Services
Experience
The Oak Financial Group April 2015 - Present
C'est Bon Financial Services August 2013 - Present
Texas Wealth Management November 2011 - March 2013
BBVA Compass 2010 - 2011
Merrill Lynch Pierce Fenner 2008 - 2009
Wells Fargo Advisors 2001 - 2008
Skills
Retirement Planning, Investments, Wealth Management, Series 7, Banking, Retirement, Credit, Mortgage Lending, Equities, Securities, Insurance, Fixed Income, Loans, Fixed Annuities, Credit Risk, Mutual Funds, Asset Management, Asset Allocation, Investment Advisory, Financial Advisory, Financial Analysis, Strategic Financial..., Strategic Planning, Customer Service, Finance, Team Building, Leadership, Small Business, Management, Marketing, Public Speaking, Marketing Strategy, Event Planning, Project Management, Social Media Marketing, Financial Services, Sales
Education
University of Louisiana at Lafayette 1984 — 1985
The Oak Financial Group April 2015 - Present
C'est Bon Financial Services August 2013 - Present
Texas Wealth Management November 2011 - March 2013
BBVA Compass 2010 - 2011
Merrill Lynch Pierce Fenner 2008 - 2009
Wells Fargo Advisors 2001 - 2008
Skills
Retirement Planning, Investments, Wealth Management, Series 7, Banking, Retirement, Credit, Mortgage Lending, Equities, Securities, Insurance, Fixed Income, Loans, Fixed Annuities, Credit Risk, Mutual Funds, Asset Management, Asset Allocation, Investment Advisory, Financial Advisory, Financial Analysis, Strategic Financial..., Strategic Planning, Customer Service, Finance, Team Building, Leadership, Small Business, Management, Marketing, Public Speaking, Marketing Strategy, Event Planning, Project Management, Social Media Marketing, Financial Services, Sales
Education
University of Louisiana at Lafayette 1984 — 1985
Brad Doran Brad Doran's Wells Fargo Advisors Experience April 2013 - December 2014
Job Client Relations Manager at ProVision Wealth Strategists
Industry Accounting
Experience
ProVision Wealth Strategists 2015 - Present
Wells Fargo Advisors April 2013 - December 2014
JPMorgan Chase & Co. February 2012 - April 2013
Matco January 2002 - January 2012
Skills
Financial Analysis, Negotiation, Microsoft Office, Customer Service, Operations Management, Forecasting, ETFs, Logistics, Supply Chain Management, Supply Chain, Transportation..., Economics, International Trade, C++, HTML, Photoshop, Excel, Customer Relations, Budgeting, Import, Java, Dreamweaver, InDesign, Illustrator, Purchasing Power Risk, Variable Annuities, financial, Mutual Funds, Series 7, Series 6, Regulatory Compliance, Portfolio Management
Education
University of Iowa 1998 — 2002
Bachelor of Arts, Computer Science, Business
ProVision Wealth Strategists 2015 - Present
Wells Fargo Advisors April 2013 - December 2014
JPMorgan Chase & Co. February 2012 - April 2013
Matco January 2002 - January 2012
Skills
Financial Analysis, Negotiation, Microsoft Office, Customer Service, Operations Management, Forecasting, ETFs, Logistics, Supply Chain Management, Supply Chain, Transportation..., Economics, International Trade, C++, HTML, Photoshop, Excel, Customer Relations, Budgeting, Import, Java, Dreamweaver, InDesign, Illustrator, Purchasing Power Risk, Variable Annuities, financial, Mutual Funds, Series 7, Series 6, Regulatory Compliance, Portfolio Management
Education
University of Iowa 1998 — 2002
Bachelor of Arts, Computer Science, Business
Boban Dedovic Boban Dedovic's Wells Fargo Advisors Experience December 2009 - August 2010
Job Internet Entrepreneur & Executive Officer
Industry Internet
Experience
Agopri Corporation October 2013 - Present
Ultius January 2011 - Present
Solis Group November 2011 - November 2013
Intuitive Market Solutions October 2009 - December 2011
Wells Fargo Advisors December 2009 - August 2010
University of Maryland January 2009 - August 2010
Barber Foods May 2008 - August 2008
Skills
Web Applications, Web Development, Web Design, Online Marketing, Web 2.0, Software Project..., CSS, Google Analytics, Joomla, User Interface Design, User Experience, Online Advertising, Programming, Strategic Planning, Start-ups, Lean Startup, Leadership, Management, Web Analytics, SEO, Market Research, Branding & Identity, Team Building, Investor Relations, Company Culture, SaaS, Training, Fundraising, Social Media, Analysis, Software Design
Education
University of Maryland College Park 2007 — 2010
Suspended Education, BS History, BA Psychology
Bonny Eagle High School 2004 — 2007
High School Diploma, 4.0 GPA
Agopri Corporation October 2013 - Present
Ultius January 2011 - Present
Solis Group November 2011 - November 2013
Intuitive Market Solutions October 2009 - December 2011
Wells Fargo Advisors December 2009 - August 2010
University of Maryland January 2009 - August 2010
Barber Foods May 2008 - August 2008
Skills
Web Applications, Web Development, Web Design, Online Marketing, Web 2.0, Software Project..., CSS, Google Analytics, Joomla, User Interface Design, User Experience, Online Advertising, Programming, Strategic Planning, Start-ups, Lean Startup, Leadership, Management, Web Analytics, SEO, Market Research, Branding & Identity, Team Building, Investor Relations, Company Culture, SaaS, Training, Fundraising, Social Media, Analysis, Software Design
Education
University of Maryland College Park 2007 — 2010
Suspended Education, BS History, BA Psychology
Bonny Eagle High School 2004 — 2007
High School Diploma, 4.0 GPA
Salim Kimiagar, MBA Salim Kimiagar, MBA's Wells Fargo Advisors Experience June 2012 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC, CA Insurance License # 0700385
Industry Investment Management
Experience
Wells Fargo Advisors June 2012 - Present
Bank of America Investments/Merrill Lynch March 1992 - June 2012
Skills
Wealth Management, Investments, Retirement, Securities, Wealth, Insurance, Long-term Care, Disability Insurance, Analysis, Management, Asset Allocation, Banking, Series 7, Estate Planning, Finance
Education
University of La Verne 1979 — 1982
Master of Business Administration (M.B.A.), Finance
Wells Fargo Advisors June 2012 - Present
Bank of America Investments/Merrill Lynch March 1992 - June 2012
Skills
Wealth Management, Investments, Retirement, Securities, Wealth, Insurance, Long-term Care, Disability Insurance, Analysis, Management, Asset Allocation, Banking, Series 7, Estate Planning, Finance
Education
University of La Verne 1979 — 1982
Master of Business Administration (M.B.A.), Finance
Paul Bedinger Paul Bedinger's Wells Fargo Advisors Experience January 2008 - January 2010
Job Financial Advisor
Industry Financial Services
Experience
Cantella & Co., Inc. January 2010 - Present
Wells Fargo Advisors January 2008 - January 2010
A. G. Edwards April 1999 - January 2008
Tucker Anthony June 1994 - April 1999
Invest Financial January 1992 - June 1994
First Investors December 1980 - January 1992
Skills
Retirement Planning, College Savings Plans, Asset Allocation, Multiple Streams of..., Tax Reduction, Estate Planning, Alternative Investments, Income for Life, Market Research, Listener, Financial Services
Education
University of Massachusetts Dartmouth 1976 — 1980
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Cantella & Co., Inc. January 2010 - Present
Wells Fargo Advisors January 2008 - January 2010
A. G. Edwards April 1999 - January 2008
Tucker Anthony June 1994 - April 1999
Invest Financial January 1992 - June 1994
First Investors December 1980 - January 1992
Skills
Retirement Planning, College Savings Plans, Asset Allocation, Multiple Streams of..., Tax Reduction, Estate Planning, Alternative Investments, Income for Life, Market Research, Listener, Financial Services
Education
University of Massachusetts Dartmouth 1976 — 1980
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Paul Liebman Paul Liebman's Wells Fargo Advisors Experience May 2014 - Present
Job Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors May 2014 - Present
Skills
Hedge Funds, Series 7, Equities, Series 63, Asset Allocation, Fixed Income, Strategic Financial..., Retirement Planning, Portfolio Management, Mutual Funds, Marketing Strategy, Investments, Investment Strategies, Investment Advisory, Financial Modeling, Financial Analysis, Alternative Investments, Asset Management, Capital Markets, Wealth Management, Strategic Planning
Education
University of Maryland College Park
Wells Fargo Advisors May 2014 - Present
Skills
Hedge Funds, Series 7, Equities, Series 63, Asset Allocation, Fixed Income, Strategic Financial..., Retirement Planning, Portfolio Management, Mutual Funds, Marketing Strategy, Investments, Investment Strategies, Investment Advisory, Financial Modeling, Financial Analysis, Alternative Investments, Asset Management, Capital Markets, Wealth Management, Strategic Planning
Education
University of Maryland College Park
Brock Landry's Wells Fargo Advisors Experience March 2015 - Present
Job PCG Client Associate at Champagne Financial Consulting Group of Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors March 2015 - Present
Wells Fargo Advisors January 2014 - February 2015
Education
University of Louisiana at Lafayette 2008 — 2013
Bachelor's, Finance
Wells Fargo Advisors March 2015 - Present
Wells Fargo Advisors January 2014 - February 2015
Education
University of Louisiana at Lafayette 2008 — 2013
Bachelor's, Finance
Martha Busser Martha Busser's Wells Fargo Advisors Experience March 2013 - Present
Job First Vice President, Investment Officer
Industry Financial Services
Experience
Wells Fargo Advisors March 2013 - Present
Wells Fargo Advisors September 2009 - March 2013
UBS January 2005 - September 2009
Legg Mason Wood Walker September 1998 - January 2005
Education
University of Maryland College Park 1982 — 1986
Wells Fargo Advisors March 2013 - Present
Wells Fargo Advisors September 2009 - March 2013
UBS January 2005 - September 2009
Legg Mason Wood Walker September 1998 - January 2005
Education
University of Maryland College Park 1982 — 1986
Steve Mills, CIMA®'s Wells Fargo Advisors Experience August 2001 - October 2011
Job Partner at Trinity Capital Management
Industry Financial Services
Experience
Trinity Capital Management October 2011 - Present
Wells Fargo Advisors August 2001 - October 2011
Smith Barney August 1984 - August 2001
Skills
Investment Management, Retirement Planning, Personal Financial..., Qualified Retirement..., Individual Retirement..., Strategic Financial..., Series 7, Finance, Investments, Securities, Investment Advisory, Mutual Funds, Asset Allocation, Wealth Management, Financial Advisory, Financial Services, IRAs
Education
University of Kentucky 1973 — 1977
Bachelor of Science (B.S.), Accounting
Trinity Capital Management October 2011 - Present
Wells Fargo Advisors August 2001 - October 2011
Smith Barney August 1984 - August 2001
Skills
Investment Management, Retirement Planning, Personal Financial..., Qualified Retirement..., Individual Retirement..., Strategic Financial..., Series 7, Finance, Investments, Securities, Investment Advisory, Mutual Funds, Asset Allocation, Wealth Management, Financial Advisory, Financial Services, IRAs
Education
University of Kentucky 1973 — 1977
Bachelor of Science (B.S.), Accounting
Jacob Gammon's Wells Fargo Advisors Experience May 2010 - February 2011
Job Commercial Loan Officer at BB&T
Industry Banking
Experience
BB&T September 2012 - Present
BB&T January 2012 - September 2012
United Way of the Bluegrass May 2009 - May 2011
Wells Fargo Advisors May 2010 - February 2011
Skills
Marketing, Banking, Wealth Management, Microsoft Office, Microsoft Excel, PowerPoint, Social Media Marketing, Marketing Communications, Event Planning, Social Media, Customer Service, Public Relations, Finance, Loans, Leadership Development, Portfolio Management
Education
University of Kentucky 2007 — 2011
Bachelor of Arts, Business Marketing
BB&T September 2012 - Present
BB&T January 2012 - September 2012
United Way of the Bluegrass May 2009 - May 2011
Wells Fargo Advisors May 2010 - February 2011
Skills
Marketing, Banking, Wealth Management, Microsoft Office, Microsoft Excel, PowerPoint, Social Media Marketing, Marketing Communications, Event Planning, Social Media, Customer Service, Public Relations, Finance, Loans, Leadership Development, Portfolio Management
Education
University of Kentucky 2007 — 2011
Bachelor of Arts, Business Marketing
Daniel Tompkins Daniel Tompkins's Wells Fargo Advisors Experience 2009 - Present
Job Senior Financial Advisor, Senior Vice PresidentInvestments at Wells Fargo Advisor, LLC
Industry Financial Services
Experience
Wells Fargo Advisors 2009 - Present
Citigroup Global Markets September 2002 - December 2009
Bear Stearns & Co. Inc. August 1996 - May 2001
Skills
Investments, Estate Investment..., Investment Planning, Retirement Planning, Risk Management, Wealth Preservation..., Insurance, Management, Finance, Financial Analysis, Financial Planning
Education
University of Miami 1987 — 1990
Bachelor of Arts (BA), Psychology
Wells Fargo Advisors 2009 - Present
Citigroup Global Markets September 2002 - December 2009
Bear Stearns & Co. Inc. August 1996 - May 2001
Skills
Investments, Estate Investment..., Investment Planning, Retirement Planning, Risk Management, Wealth Preservation..., Insurance, Management, Finance, Financial Analysis, Financial Planning
Education
University of Miami 1987 — 1990
Bachelor of Arts (BA), Psychology
Dan Hoban Dan Hoban's Wells Fargo Advisors Experience 2008 - 2009
Job Financial advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2009 - Present
Wells Fargo Advisors 2008 - 2009
A. G. Edwards and Sons Inc January 1988 - 2008
Education
University of Massachusetts, Amherst 1979 — 1984
BA, Economics
Ameriprise Financial Services, Inc. November 2009 - Present
Wells Fargo Advisors 2008 - 2009
A. G. Edwards and Sons Inc January 1988 - 2008
Education
University of Massachusetts, Amherst 1979 — 1984
BA, Economics
Eric Glazer Eric Glazer's Wells Fargo Advisors Experience June 2009 - July 2009
Job Publicity & Promotions Coordinator at Allied Integrated Marketing
Industry Public Relations and Communications
Experience
Allied Integrated Marketing December 2014 - Present
Glazer & Associates, P.C. April 2005 - Present
Allied Integrated Marketing May 2014 - December 2014
Campus Essentials May 2012 - October 2014
Advocacy Media June 2012 - November 2012
Metromix DC June 2011 - January 2012
Central Casting USA June 2011 - June 2011
Metromix DC January 2011 - May 2011
Student Entertainment Events (SEE) October 2008 - May 2011
Wells Fargo Advisors June 2009 - July 2009
Skills
Social Media, Ap Style, Facebook, PowerPoint, Copy Editing, Press Releases, Content Management, Microsoft Excel, Marketing
Education
University of Maryland College Park 2007 — 2011
Bachelor of Arts, Communication with a focus on Public Relations
Allied Integrated Marketing December 2014 - Present
Glazer & Associates, P.C. April 2005 - Present
Allied Integrated Marketing May 2014 - December 2014
Campus Essentials May 2012 - October 2014
Advocacy Media June 2012 - November 2012
Metromix DC June 2011 - January 2012
Central Casting USA June 2011 - June 2011
Metromix DC January 2011 - May 2011
Student Entertainment Events (SEE) October 2008 - May 2011
Wells Fargo Advisors June 2009 - July 2009
Skills
Social Media, Ap Style, Facebook, PowerPoint, Copy Editing, Press Releases, Content Management, Microsoft Excel, Marketing
Education
University of Maryland College Park 2007 — 2011
Bachelor of Arts, Communication with a focus on Public Relations
Alexandra Merkert Alexandra Merkert's Wells Fargo Advisors Experience June 2013 - August 2013
Job Digital Marketing Intern at R2integrated
Industry Marketing and Advertising
Experience
R2integrated June 2014 - August 2014
Wells Fargo Advisors June 2013 - August 2013
The Archive August 2012 - December 2012
Marriner Marketing Communications 2011 - October 2012
Marriner Marketing Communications 2010 - 2010
Skills
Social Media, Marketing, Marketing Communications, Advertising, Social Media Marketing, Direct Marketing, Marketing Strategy, Facebook, PowerPoint, Photoshop, Microsoft Office, Microsoft Excel
Education
University of Miami - School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Management and Marketing
University of Miami - School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Marketing
R2integrated June 2014 - August 2014
Wells Fargo Advisors June 2013 - August 2013
The Archive August 2012 - December 2012
Marriner Marketing Communications 2011 - October 2012
Marriner Marketing Communications 2010 - 2010
Skills
Social Media, Marketing, Marketing Communications, Advertising, Social Media Marketing, Direct Marketing, Marketing Strategy, Facebook, PowerPoint, Photoshop, Microsoft Office, Microsoft Excel
Education
University of Miami - School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Management and Marketing
University of Miami - School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Marketing
Benjamin Roosevelt's Wells Fargo Advisors Experience November 2006 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors November 2006 - Present
BCACS 2010 - 2015
BCACS 2010 - 2015
ConAgra Foods October 2004 - August 2006
3M July 1999 - October 2004
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance
University of Southern California 1991 — 1993
Master of Science
University of Michigan 1986 — 1989
Bachelor of Science
Wells Fargo Advisors November 2006 - Present
BCACS 2010 - 2015
BCACS 2010 - 2015
ConAgra Foods October 2004 - August 2006
3M July 1999 - October 2004
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance
University of Southern California 1991 — 1993
Master of Science
University of Michigan 1986 — 1989
Bachelor of Science
Hosan Jeon Hosan Jeon's Wells Fargo Advisors Experience September 2013 - Present
Job Regional Bank Private Banker I at Wells Fargo Advisors
Industry Banking
Experience
Wells Fargo January 2015 - Present
Wells Fargo Advisors September 2013 - Present
Wells Fargo Bank September 2013 - January 2015
Wachovia, A Wells Fargo Company April 2011 - September 2013
Deerpark Baptist Church December 2010 - April 2011
Wachovia Corporation June 2009 - April 2011
UMW Academic Service August 2008 - May 2009
UMW Korean Exchange Program August 2008 - February 2009
Miyako Japanese Restaurant March 2005 - August 2007
UMW Residence Life August 2006 - May 2007
Skills
HSK level 3 Certificate
Education
Mary Washington College 2005 — 2009
Bachelor of Science, Economics
Wells Fargo January 2015 - Present
Wells Fargo Advisors September 2013 - Present
Wells Fargo Bank September 2013 - January 2015
Wachovia, A Wells Fargo Company April 2011 - September 2013
Deerpark Baptist Church December 2010 - April 2011
Wachovia Corporation June 2009 - April 2011
UMW Academic Service August 2008 - May 2009
UMW Korean Exchange Program August 2008 - February 2009
Miyako Japanese Restaurant March 2005 - August 2007
UMW Residence Life August 2006 - May 2007
Skills
HSK level 3 Certificate
Education
Mary Washington College 2005 — 2009
Bachelor of Science, Economics
Andrea Junek Andrea Junek's Wells Fargo Advisors Experience October 2011 - April 2012
Job Desktop Support Technician
Industry Information Technology and Services
Experience
University of Missouri - St. Louis August 2013 - Present
Reinsurance Group of America April 2012 - August 2013
Wells Fargo Advisors October 2011 - April 2012
University of Maryland May 2009 - October 2010
University of Maryland, College Park September 2006 - May 2009
Skills
Access, Higher Education, Research, English grammar, Qualitative Research, Data Collection, Microsoft Publisher, Academic Advising, Editing, Online Research, Technical Support
Education
University of Maryland College Park 2006 — 2009
BA, Linguistics
University of Missouri - St. Louis August 2013 - Present
Reinsurance Group of America April 2012 - August 2013
Wells Fargo Advisors October 2011 - April 2012
University of Maryland May 2009 - October 2010
University of Maryland, College Park September 2006 - May 2009
Skills
Access, Higher Education, Research, English grammar, Qualitative Research, Data Collection, Microsoft Publisher, Academic Advising, Editing, Online Research, Technical Support
Education
University of Maryland College Park 2006 — 2009
BA, Linguistics
Matthew A. Klatsky CFP ® Matthew A. Klatsky CFP ®'s Wells Fargo Advisors Experience October 2012 - Present
Job Senior Vice President Investments; PIM Portfolio Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors October 2012 - Present
Skills
Trading, Investments, Equities, Risk Management, Securities, Finance, Alternative Investments, Hedge Funds, Electronic Trading, Bloomberg, Fixed Income, Mutual Funds, Financial Analysis, Financial Modeling, Due Diligence, Financial Services, Valuation, Asset Allocation, Portfolio Management
Education
University of Maryland - Robert H. Smith School of Business 1995 — 1999
Bachelor of Applied Science (B.A.Sc.), Finance
University of Maryland College Park 1995 — 1999
bs, Finance
Wells Fargo Advisors October 2012 - Present
Skills
Trading, Investments, Equities, Risk Management, Securities, Finance, Alternative Investments, Hedge Funds, Electronic Trading, Bloomberg, Fixed Income, Mutual Funds, Financial Analysis, Financial Modeling, Due Diligence, Financial Services, Valuation, Asset Allocation, Portfolio Management
Education
University of Maryland - Robert H. Smith School of Business 1995 — 1999
Bachelor of Applied Science (B.A.Sc.), Finance
University of Maryland College Park 1995 — 1999
bs, Finance
Laura Craver's Wells Fargo Advisors Experience October 2014 - Present
Job Financial Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors October 2014 - Present
Wells Fargo September 2012 - October 2014
PwC July 2012 - September 2012
PricewaterhouseCoopers August 2009 - June 2012
Education
University of Kentucky 2005 — 2009
BSBA, Finance, Accounting
Wells Fargo Advisors October 2014 - Present
Wells Fargo September 2012 - October 2014
PwC July 2012 - September 2012
PricewaterhouseCoopers August 2009 - June 2012
Education
University of Kentucky 2005 — 2009
BSBA, Finance, Accounting
Richard O'Connell Richard O'Connell's Wells Fargo Advisors Experience June 2006 - January 2012
Job Financial Advisor at Raymond James & Associates
Industry Financial Services
Experience
Raymond James February 2012 - Present
Wells Fargo Advisors June 2006 - January 2012
Skills
FINRA, Equities, Series 63, Series 24, Investments, Financial Services, Investment Advisory, Strategic Financial..., Retirement Planning, Finance, Series 7, Fixed Income, Wealth Management, Alternative Investments
Education
University of Michigan 1988 — 1991
Bachelor of Arts (B.A.), Political Science
Culver Military Academy 1984 — 1987
Raymond James February 2012 - Present
Wells Fargo Advisors June 2006 - January 2012
Skills
FINRA, Equities, Series 63, Series 24, Investments, Financial Services, Investment Advisory, Strategic Financial..., Retirement Planning, Finance, Series 7, Fixed Income, Wealth Management, Alternative Investments
Education
University of Michigan 1988 — 1991
Bachelor of Arts (B.A.), Political Science
Culver Military Academy 1984 — 1987
Peter Hiltz, AAMS®'s Wells Fargo Advisors Experience January 2010 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors January 2010 - Present
Cincinnati Bengals, Inc. May 2003 - January 2008
Skills
Retirement Planning, Investments, Retirement, Asset Allocation, Insurance, Financial Analysis, Portfolio Management, Customer Service, Strategic Planning, Mutual Funds, Investment Strategies, Estate Investment...
Education
University of Kentucky 1998 — 2003
BBA
Wells Fargo Advisors January 2010 - Present
Cincinnati Bengals, Inc. May 2003 - January 2008
Skills
Retirement Planning, Investments, Retirement, Asset Allocation, Insurance, Financial Analysis, Portfolio Management, Customer Service, Strategic Planning, Mutual Funds, Investment Strategies, Estate Investment...
Education
University of Kentucky 1998 — 2003
BBA
Dustin Siciak's Wells Fargo Advisors Experience 2009 - 2010
Job Student at University of Maryland University College
Industry Management Consulting
Experience
Atek Pest Management March 2014 - May 2015
Wells Fargo Advisors 2009 - 2010
Skills
Microsoft Office, Microsoft Excel, Customer Service, Research, Public Speaking, PowerPoint, Leadership, Event Planning, Analysis, Program Management, Budgets, Data Analysis, Finance
Education
University of Maryland University College 2015 — 2019
International Business
University of Maryland University College 2009 — 2016
Global business and public policy, International/Global Studies
Atek Pest Management March 2014 - May 2015
Wells Fargo Advisors 2009 - 2010
Skills
Microsoft Office, Microsoft Excel, Customer Service, Research, Public Speaking, PowerPoint, Leadership, Event Planning, Analysis, Program Management, Budgets, Data Analysis, Finance
Education
University of Maryland University College 2015 — 2019
International Business
University of Maryland University College 2009 — 2016
Global business and public policy, International/Global Studies
Candice Lee, CAP-OM Candice Lee, CAP-OM's Wells Fargo Advisors Experience 2006 - 2007
Job Certified Executive Assistant | Improve & Promote Quality | Detailoriented | Multitasker | Motivated Selfstarter
Industry
Experience
Brink’s 2013 - Present
Allianz Global Assistance November 2007 - March 2013
Wells Fargo Advisors 2006 - 2007
Wells Fargo Advisors 2003 - 2006
Skills
Confidentiality, Professionalism, Problem Solving, Executive Calendar..., Office Management, Coordinating..., Editing, Project Management, Meeting Planning, Meeting Scheduling, Corporate Events, Onboarding, Payroll, Employment Verifications, Invoice Processing, Contract Management, Accounts Payable, Case Management, Research, Microsoft Office, PowerPoint, Visio, SharePoint, Outlook, Dreamweaver, Space planning and new...
Education
University of Maryland Eastern Shore
Bachelor of Science (BS), Business Administration
University of Maryland University College
Master of Science (MS), Business Administration and Management, General
Brink’s 2013 - Present
Allianz Global Assistance November 2007 - March 2013
Wells Fargo Advisors 2006 - 2007
Wells Fargo Advisors 2003 - 2006
Skills
Confidentiality, Professionalism, Problem Solving, Executive Calendar..., Office Management, Coordinating..., Editing, Project Management, Meeting Planning, Meeting Scheduling, Corporate Events, Onboarding, Payroll, Employment Verifications, Invoice Processing, Contract Management, Accounts Payable, Case Management, Research, Microsoft Office, PowerPoint, Visio, SharePoint, Outlook, Dreamweaver, Space planning and new...
Education
University of Maryland Eastern Shore
Bachelor of Science (BS), Business Administration
University of Maryland University College
Master of Science (MS), Business Administration and Management, General
Liz Scherrer's Wells Fargo Advisors Experience September 2012 - Present
Job Operations Liaison Bluegrass Complex at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors September 2012 - Present
Wells Fargo Advisors, LLC 2009 - September 2012
Northwestern Mutual June 2007 - June 2008
Education
University of Kentucky 2003 — 2007
Bachelor of Business Administration, Finance
Universite de Neuchatel 2006 — 2006
International Business
Wells Fargo Advisors September 2012 - Present
Wells Fargo Advisors, LLC 2009 - September 2012
Northwestern Mutual June 2007 - June 2008
Education
University of Kentucky 2003 — 2007
Bachelor of Business Administration, Finance
Universite de Neuchatel 2006 — 2006
International Business
Allyson Leggero Allyson Leggero's Wells Fargo Advisors Experience June 2011 - August 2011
Job Incoming Accounting Rotational Business Associate at CNA Insurance
Industry Financial Services
Experience
CNA Insurance August 2015 - Present
Fitch Ratings June 2014 - August 2014
Rockford Country Club June 2013 - August 2013
Wells Fargo Advisors June 2011 - August 2011
Skills
Leadership, Highly personable, Teamwork, Highly Dedicated, Finance, Organizational..., Microsoft Excel, High Achiever, Academic Achievement, Harmony, Highly responsible, Maximizer, Time Management, Accounting, Social Skills, Financial Analysis, Data Analysis, Report Writing
Education
University of Iowa 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
University of Iowa - Henry B. Tippie College of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), B.B.A. Finance, Certification in Risk Management and Insurance, Junior
CNA Insurance August 2015 - Present
Fitch Ratings June 2014 - August 2014
Rockford Country Club June 2013 - August 2013
Wells Fargo Advisors June 2011 - August 2011
Skills
Leadership, Highly personable, Teamwork, Highly Dedicated, Finance, Organizational..., Microsoft Excel, High Achiever, Academic Achievement, Harmony, Highly responsible, Maximizer, Time Management, Accounting, Social Skills, Financial Analysis, Data Analysis, Report Writing
Education
University of Iowa 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
University of Iowa - Henry B. Tippie College of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), B.B.A. Finance, Certification in Risk Management and Insurance, Junior
Samuel Salzman Samuel Salzman's Wells Fargo Advisors Experience June 2013 - August 2013
Job Financial Analyst at Capital One
Industry Financial Services
Experience
Capital One June 2014 - Present
Wells Fargo Advisors June 2013 - August 2013
Wells Fargo Advisors June 2012 - August 2012
Hilliard Lyons June 2011 - August 2011
Skills
Investments, Research, Microsoft Excel, Financial Modeling, Financial Analysis, PowerPoint, Series 7, Investment Banking, Bloomberg, Economics, Finance
Education
University of Michigan 2010 — 2014
duPont Manual High School 2006 — 2010
Capital One June 2014 - Present
Wells Fargo Advisors June 2013 - August 2013
Wells Fargo Advisors June 2012 - August 2012
Hilliard Lyons June 2011 - August 2011
Skills
Investments, Research, Microsoft Excel, Financial Modeling, Financial Analysis, PowerPoint, Series 7, Investment Banking, Bloomberg, Economics, Finance
Education
University of Michigan 2010 — 2014
duPont Manual High School 2006 — 2010
Dean Sturtz Dean Sturtz's Wells Fargo Advisors Experience 1996 - 1999
Job Credit Card Processing Analysis; POS Systems; Merchant Processing Comparisons; Retail, Online, Mobile, Level II/III Inst
Industry Financial Services
Experience
Omega Processing March 2011 - Present
Rotary International September 2014 - March 2015
Swisher Planning & Zoning 2005 - 2013
The Advantage Companies July 2003 - March 2011
USBank 2001 - 2003
Commercial Federal Bank 1999 - 2001
Wells Fargo Advisors 1996 - 1999
Norwest Card Services 1990 - 1996
Skills
Merchant Services, Debit Cards, Credit, Electronic Payments, Credit Cards, Payment Card Processing, Treasury Management, Gift Cards, Retail Banking, Small Business, Banking, Commercial Lending, Sales, Commercial Banking, Acquiring, POS, Payments, Executive Management, Loans, Mobile Payments, Business Development, Portfolio Management, E-commerce, Small Business Lending, Consumer Lending, ACH, Relationship Management, Customer Retention, Cross Selling, Financial Services, Lines Of Credit, Business Relationship..., E-payments, Mortgage Lending, Cash Management, Credit Analysis, Cold Calling, Commercial Mortgages, Cards, Series 6, Underwriting, Payment Systems, Credit Card Transaction..., Transaction Processing, SBA, Customer Acquisition, Payment Gateways, Fraud, Refinance, Strategic Partnerships
Education
University of Iowa 1976 — 1979
B.A, Political Science, Education
NIACC, North Iowa Area Community Colege, 1974-76 1974 — 1976
A. A. Degree, General Studies
John F. Kennedy High School 1971 — 1974
Omega Processing March 2011 - Present
Rotary International September 2014 - March 2015
Swisher Planning & Zoning 2005 - 2013
The Advantage Companies July 2003 - March 2011
USBank 2001 - 2003
Commercial Federal Bank 1999 - 2001
Wells Fargo Advisors 1996 - 1999
Norwest Card Services 1990 - 1996
Skills
Merchant Services, Debit Cards, Credit, Electronic Payments, Credit Cards, Payment Card Processing, Treasury Management, Gift Cards, Retail Banking, Small Business, Banking, Commercial Lending, Sales, Commercial Banking, Acquiring, POS, Payments, Executive Management, Loans, Mobile Payments, Business Development, Portfolio Management, E-commerce, Small Business Lending, Consumer Lending, ACH, Relationship Management, Customer Retention, Cross Selling, Financial Services, Lines Of Credit, Business Relationship..., E-payments, Mortgage Lending, Cash Management, Credit Analysis, Cold Calling, Commercial Mortgages, Cards, Series 6, Underwriting, Payment Systems, Credit Card Transaction..., Transaction Processing, SBA, Customer Acquisition, Payment Gateways, Fraud, Refinance, Strategic Partnerships
Education
University of Iowa 1976 — 1979
B.A, Political Science, Education
NIACC, North Iowa Area Community Colege, 1974-76 1974 — 1976
A. A. Degree, General Studies
John F. Kennedy High School 1971 — 1974
Paul Toomey, AAMS® Paul Toomey, AAMS®'s Wells Fargo Advisors Experience 2000 - Present
Job Senior Vice President Investment Officer, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors 2000 - Present
A.G. Edwards & Sons, Inc. November 2000 - December 2008
Gruntal January 1997 - November 2000
Bear Stearns January 1991 - January 1997
Skills
Investments, Strategic Planning, Risk Management, Securities, Asset Allocation, Estate Investment..., Deferred Compensation..., Concentrated Stock..., Business-Owner Planning, Business-Succession..., Stock Analysis, Tax-Efficient Strategies, Retirement Plan..., Management, Wealth Management, Asset Management, Strategic Financial..., Retirement, Series 63, Banking, Credit, Alternative Investments, Access, Analysis, Financial Modeling, Estate Planning, Series 7, Loans, Financial Structuring, Finance, Asset Managment, Equities, Private Equity, Bonds, Corporate Finance, Wealth Management..., Credit Analysis, Options, Due Diligence, Mutual Funds, Trading, Portfolio Management, Mergers & Acquisitions, Financial Analysis, Wealth
Education
University of Massachusetts Boston 1986 — 1990
Boston Latin School 1980 — 1986
University of Massachusetts, Amherst
Wells Fargo Advisors 2000 - Present
A.G. Edwards & Sons, Inc. November 2000 - December 2008
Gruntal January 1997 - November 2000
Bear Stearns January 1991 - January 1997
Skills
Investments, Strategic Planning, Risk Management, Securities, Asset Allocation, Estate Investment..., Deferred Compensation..., Concentrated Stock..., Business-Owner Planning, Business-Succession..., Stock Analysis, Tax-Efficient Strategies, Retirement Plan..., Management, Wealth Management, Asset Management, Strategic Financial..., Retirement, Series 63, Banking, Credit, Alternative Investments, Access, Analysis, Financial Modeling, Estate Planning, Series 7, Loans, Financial Structuring, Finance, Asset Managment, Equities, Private Equity, Bonds, Corporate Finance, Wealth Management..., Credit Analysis, Options, Due Diligence, Mutual Funds, Trading, Portfolio Management, Mergers & Acquisitions, Financial Analysis, Wealth
Education
University of Massachusetts Boston 1986 — 1990
Boston Latin School 1980 — 1986
University of Massachusetts, Amherst
Robert Cotter Robert Cotter's Wells Fargo Advisors Experience August 2008 - Present
Job Senior Vice President Branch Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors August 2008 - Present
Morgan Stanley Smith Barney November 1996 - August 2008
Dean Witter December 1992 - November 1996
PSNH/Northeast Utilities 1987 - 1991
PSNH/Northeast Utilities 1987 - 1991
Education
University of Massachusetts Lowell 1980 — 1987
MS, physics
University of Massachusetts Lowell 1984 — 1985
MS, Radiological Health Physics
University of Massachusetts Lowell 1979 — 1985
University of Massachusetts Lowell 1980 — 1984
BS, Radiological Sciences
Wells Fargo Advisors August 2008 - Present
Morgan Stanley Smith Barney November 1996 - August 2008
Dean Witter December 1992 - November 1996
PSNH/Northeast Utilities 1987 - 1991
PSNH/Northeast Utilities 1987 - 1991
Education
University of Massachusetts Lowell 1980 — 1987
MS, physics
University of Massachusetts Lowell 1984 — 1985
MS, Radiological Health Physics
University of Massachusetts Lowell 1979 — 1985
University of Massachusetts Lowell 1980 — 1984
BS, Radiological Sciences
Matthew Crombie Matthew Crombie's Wells Fargo Advisors Experience February 2015 - Present
Job Implementation Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors February 2015 - Present
Wells Fargo Advisors November 2014 - February 2015
Wells Fargo Advisors May 2013 - May 2014
Wells Fargo Advisors August 2012 - February 2013
AT&T May 2010 - May 2012
Broadcast Music, Inc. (BMI) November 2006 - May 2009
Music & Arts Center June 2006 - June 2007
Eulogy Recordings January 2006 - May 2006
Cat 5 Music Publishing September 2004 - May 2006
Festival Miami September 2005 - December 2005
Skills
Content Management, Salesforce.com, Music Licensing, Data Analysis, SAP, PowerPoint, SQL, Visio, Project Management, MS Project, CRM, SharePoint, Analytics, Music Industry, Research, Six Sigma, Vendor Management, Music, Team Leadership, Business Process, Telecommunications, Business Development, Process Improvement, Access, Business Analysis, Technology Deployment, Reporting, Six Sigma Green Belt, Music Copyright Law, Customer Interface, Contracts, Microsoft Project, Microsoft Sharepoint, MS Excel: Forumlas, MS Excel: Report..., MS Excel: Pivot Tables, MS Excel: VBA Macro..., MS Sharepoint: Team..., QA Testing, Technology Communication, Editing Grant Proposals, Program Management, Software Development, Software Documentation, Quality Assurance
Education
University of Miami 2004 — 2006
Masters, Music Business & Entertainment Industries
University of Missouri-Kansas City 1999 — 2004
Bachelor Of Arts, Music, Economics, Communication Studies
Wells Fargo Advisors February 2015 - Present
Wells Fargo Advisors November 2014 - February 2015
Wells Fargo Advisors May 2013 - May 2014
Wells Fargo Advisors August 2012 - February 2013
AT&T May 2010 - May 2012
Broadcast Music, Inc. (BMI) November 2006 - May 2009
Music & Arts Center June 2006 - June 2007
Eulogy Recordings January 2006 - May 2006
Cat 5 Music Publishing September 2004 - May 2006
Festival Miami September 2005 - December 2005
Skills
Content Management, Salesforce.com, Music Licensing, Data Analysis, SAP, PowerPoint, SQL, Visio, Project Management, MS Project, CRM, SharePoint, Analytics, Music Industry, Research, Six Sigma, Vendor Management, Music, Team Leadership, Business Process, Telecommunications, Business Development, Process Improvement, Access, Business Analysis, Technology Deployment, Reporting, Six Sigma Green Belt, Music Copyright Law, Customer Interface, Contracts, Microsoft Project, Microsoft Sharepoint, MS Excel: Forumlas, MS Excel: Report..., MS Excel: Pivot Tables, MS Excel: VBA Macro..., MS Sharepoint: Team..., QA Testing, Technology Communication, Editing Grant Proposals, Program Management, Software Development, Software Documentation, Quality Assurance
Education
University of Miami 2004 — 2006
Masters, Music Business & Entertainment Industries
University of Missouri-Kansas City 1999 — 2004
Bachelor Of Arts, Music, Economics, Communication Studies
J. Christopher Brown, Jr. CFP® CDFA® ADPA®'s Wells Fargo Advisors Experience 2004 - Present
Job Executive Vice President Wells Fargo Advisors Financial Network
Industry Financial Services
Experience
Wells Fargo Advisors 2004 - Present
Sprint 1999 - 2003
Skills
Investments, Risk Management, Strategic Planning, Leadership, Business Development, Sales Management, Financial Planning
Education
University of Maryland - Robert H. Smith School of Business 1994 — 1998
BS Marketing, marketing
Wells Fargo Advisors 2004 - Present
Sprint 1999 - 2003
Skills
Investments, Risk Management, Strategic Planning, Leadership, Business Development, Sales Management, Financial Planning
Education
University of Maryland - Robert H. Smith School of Business 1994 — 1998
BS Marketing, marketing
David Ackel, CRPC®'s Wells Fargo Advisors Experience 2006 - 2009
Job President at Focus Forward Financial Planning, LLC.
Industry Financial Services
Experience
Focus Forward Financial Planning, LLC. May 2008 - Present
David Ackel Auctions 1992 - Present
Wells Fargo Advisors 2006 - 2009
Capital One 2002 - 2006
AXA Advisors 1998 - 2002
Education
University of Louisiana at Monroe 1994 — 1998
MASTERS DEGREE
Focus Forward Financial Planning, LLC. May 2008 - Present
David Ackel Auctions 1992 - Present
Wells Fargo Advisors 2006 - 2009
Capital One 2002 - 2006
AXA Advisors 1998 - 2002
Education
University of Louisiana at Monroe 1994 — 1998
MASTERS DEGREE
Stephen Gesualdi Stephen Gesualdi's Wells Fargo Advisors Experience January 2004 - June 2011
Job Vice President Wealth Management at UBS Financial Services Inc
Industry Financial Services
Experience
UBS June 2011 - Present
Wells Fargo Advisors January 2004 - June 2011
Morgan Stanley August 1999 - January 2004
Education
University of Massachusetts, Amherst 1983 — 1987
B.S., Electrical Engineering
New Canaan High School 1979 — 1983
UBS June 2011 - Present
Wells Fargo Advisors January 2004 - June 2011
Morgan Stanley August 1999 - January 2004
Education
University of Massachusetts, Amherst 1983 — 1987
B.S., Electrical Engineering
New Canaan High School 1979 — 1983
Michael Wittmer's Wells Fargo Advisors Experience May 2010 - August 2010
Job Sports Medicine Specialist at Arthrex
Industry Medical Devices
Experience
Arthrex October 2012 - Present
ADP May 2012 - October 2012
Kraft Foods October 2011 - May 2012
Zimmer May 2011 - August 2011
Wells Fargo Advisors May 2010 - August 2010
Skills
Marketing, Communication Skills, Networking, Business, People Skills, Merchandising, Sales, Getting the Best Out Of..., Sales Operations, Cold Calling, Social Networking, Sales Process, B2B, Medical Devices, Direct Sales, Sales Presentations, Selling Skills, Building Relationships, Account Management, Product Development, Surgery, Retail
Education
University of Kentucky 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing, 3.2
Arthrex October 2012 - Present
ADP May 2012 - October 2012
Kraft Foods October 2011 - May 2012
Zimmer May 2011 - August 2011
Wells Fargo Advisors May 2010 - August 2010
Skills
Marketing, Communication Skills, Networking, Business, People Skills, Merchandising, Sales, Getting the Best Out Of..., Sales Operations, Cold Calling, Social Networking, Sales Process, B2B, Medical Devices, Direct Sales, Sales Presentations, Selling Skills, Building Relationships, Account Management, Product Development, Surgery, Retail
Education
University of Kentucky 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing, 3.2
Jonathan Belfer Jonathan Belfer's Wells Fargo Advisors Experience June 2013 - August 2013
Job Student at University of Maryland College Park
Industry Financial Services
Experience
Anchin, Block & Anchin LLP June 2014 - August 2014
Wells Fargo Advisors June 2013 - August 2013
Anchin, Block & Anchin LLP June 2012 - August 2012
Skills
Microsoft Office, Bloomberg Terminal, SmartStation, InfoMax Office System, Social Media, Microsoft Word, Teamwork, Public Speaking, Social Networking, Microsoft Excel, PowerPoint
Education
University of Maryland - Robert H. Smith School of Business 2013 — 2017
Finance, General
Anchin, Block & Anchin LLP June 2014 - August 2014
Wells Fargo Advisors June 2013 - August 2013
Anchin, Block & Anchin LLP June 2012 - August 2012
Skills
Microsoft Office, Bloomberg Terminal, SmartStation, InfoMax Office System, Social Media, Microsoft Word, Teamwork, Public Speaking, Social Networking, Microsoft Excel, PowerPoint
Education
University of Maryland - Robert H. Smith School of Business 2013 — 2017
Finance, General
Michael Abell's Wells Fargo Advisors Experience March 2015 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 2015 - Present
St Matthews Fire Protection District 2007 - 2015
Skills
Retirement Planning, IRAs, 401k Rollovers, 529 Plans, Equities, Bonds, Investment Strategies
Education
University of Louisville 2001 — 2005
Bachelor of Science, Economics
Floyd Central
Wells Fargo Advisors March 2015 - Present
St Matthews Fire Protection District 2007 - 2015
Skills
Retirement Planning, IRAs, 401k Rollovers, 529 Plans, Equities, Bonds, Investment Strategies
Education
University of Louisville 2001 — 2005
Bachelor of Science, Economics
Floyd Central
Charles Coffey Charles Coffey's Wells Fargo Advisors Experience 2015 - Present
Job Financial Advisor/ Assistant Vice President at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors 2015 - Present
SunTrust Investment Services, Inc. April 2005 - February 2015
Merrill Lynch January 1997 - March 1999
Skills
Tax Free Income, Retirement Income..., 401k Rollovers
Education
University of Maryland College Park 1988 — 1992
Bachelor of Science (B.S.), Journalism
Wells Fargo Advisors 2015 - Present
SunTrust Investment Services, Inc. April 2005 - February 2015
Merrill Lynch January 1997 - March 1999
Skills
Tax Free Income, Retirement Income..., 401k Rollovers
Education
University of Maryland College Park 1988 — 1992
Bachelor of Science (B.S.), Journalism
Eric Chmielewski Eric Chmielewski's Wells Fargo Advisors Experience September 2009 - December 2009
Job Broker at RT Specialty
Industry Financial Services
Experience
RT Specialty May 2015 - Present
Bo Jackson's Elite Sports May 2013 - August 2013
Wells Fargo Advisors September 2009 - December 2009
Skills
Leadership, Teamwork, Public Speaking, Economic Policy, Financial Accounting, Microsoft Office, Strategic Planning, Creativity Skills, Data Analysis, Financial Analysis, Writing, Critical Thinking, Project Planning, Organization Skills, Finance, Athletics, Microsoft Excel, Microsoft Word, PowerPoint, Communication, Performance Motivation, Time Management, Commercial Insurance, Financial Services
Education
University of Iowa 2011 — 2015
Bachelor of Business Administration (BBA), Finance and Financial Management Services
RT Specialty May 2015 - Present
Bo Jackson's Elite Sports May 2013 - August 2013
Wells Fargo Advisors September 2009 - December 2009
Skills
Leadership, Teamwork, Public Speaking, Economic Policy, Financial Accounting, Microsoft Office, Strategic Planning, Creativity Skills, Data Analysis, Financial Analysis, Writing, Critical Thinking, Project Planning, Organization Skills, Finance, Athletics, Microsoft Excel, Microsoft Word, PowerPoint, Communication, Performance Motivation, Time Management, Commercial Insurance, Financial Services
Education
University of Iowa 2011 — 2015
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Mario Baro Mario Baro's Wells Fargo Advisors Experience September 2014 - Present
Job Senior Vice President Investment Officer at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors September 2014 - Present
Merrill Lynch November 1989 - September 2014
Skills
Investments, Series 7, Finance, Series 63
Education
University of Miami 1985 — 1989
Bachelor's degree, Business Administration and Management
Christopher Columbus
Wells Fargo Advisors September 2014 - Present
Merrill Lynch November 1989 - September 2014
Skills
Investments, Series 7, Finance, Series 63
Education
University of Miami 1985 — 1989
Bachelor's degree, Business Administration and Management
Christopher Columbus
Brian Fine Brian Fine's Wells Fargo Advisors Experience June 2000 - Present
Job Senior Vice President Investments
Industry Financial Services
Experience
Wells Fargo Advisors June 2000 - Present
Morgan Stanley January 1996 - June 2000
Paine Webber January 1993 - January 1996
Education
University of Massachusetts Boston
Bachelor's degree, Economics
sharon high
Wells Fargo Advisors June 2000 - Present
Morgan Stanley January 1996 - June 2000
Paine Webber January 1993 - January 1996
Education
University of Massachusetts Boston
Bachelor's degree, Economics
sharon high
Peter Corrado Peter Corrado's Wells Fargo Advisors Experience October 2011 - October 2012
Job Buyer at Orbital ATK
Industry Logistics and Supply Chain
Experience
Orbital ATK February 2014 - Present
Cowan Systems, LLC. June 2013 - February 2014
JHS Capital Advisors, Inc. November 2012 - May 2013
Wells Fargo Advisors October 2011 - October 2012
Skills
Customer Service, Microsoft Excel, Supply Chain Management, Management, PowerPoint, Microsoft Word, Social Media, Operations Management, Forecasting, Retail, Statistics, Transportation, Team Leadership, Arena Simulation..., Stock Trading, Strategic Negotiations, Vendor Management, Pricing Analysis, Supplier Sourcing, Strategic Sourcing, Analysis, Logistics, New Business Development, Strategic Planning, CRM, SAP, Carrier Relationship..., Cross-functional..., MS Project, Bid Pricing, Contract Management, Business Relationship..., Quality Assurance, FAR, Supplier Performance, Microsoft Office, Procurement, Process Improvement, Strategic Financial..., TMW Systems, Costpoint
Education
University of Maryland College Park 2009 — 2013
Bachelor of Science, Supply Chain Management, Operations Management
Orbital ATK February 2014 - Present
Cowan Systems, LLC. June 2013 - February 2014
JHS Capital Advisors, Inc. November 2012 - May 2013
Wells Fargo Advisors October 2011 - October 2012
Skills
Customer Service, Microsoft Excel, Supply Chain Management, Management, PowerPoint, Microsoft Word, Social Media, Operations Management, Forecasting, Retail, Statistics, Transportation, Team Leadership, Arena Simulation..., Stock Trading, Strategic Negotiations, Vendor Management, Pricing Analysis, Supplier Sourcing, Strategic Sourcing, Analysis, Logistics, New Business Development, Strategic Planning, CRM, SAP, Carrier Relationship..., Cross-functional..., MS Project, Bid Pricing, Contract Management, Business Relationship..., Quality Assurance, FAR, Supplier Performance, Microsoft Office, Procurement, Process Improvement, Strategic Financial..., TMW Systems, Costpoint
Education
University of Maryland College Park 2009 — 2013
Bachelor of Science, Supply Chain Management, Operations Management
Jeff Jennings, JD CFP®'s Wells Fargo Advisors Experience 2009 - 2012
Job MCF Financial Consultant
Industry Capital Markets
Experience
MCF Advisors 2012 - Present
Wells Fargo Advisors 2009 - 2012
Morgan Stanley Wealth Management 2009 - 2009
RISC, LLC 2006 - 2009
Sharps & Associates P.S.C. 2004 - 2006
Education
University of Kentucky College of Law 2000 — 2003
Juris Doctorate, Concentration in Tax, Transactional & Securities Law
University of Kentucky 1996 — 2000
Bachelor of Science (BS), Economics
MCF Advisors 2012 - Present
Wells Fargo Advisors 2009 - 2012
Morgan Stanley Wealth Management 2009 - 2009
RISC, LLC 2006 - 2009
Sharps & Associates P.S.C. 2004 - 2006
Education
University of Kentucky College of Law 2000 — 2003
Juris Doctorate, Concentration in Tax, Transactional & Securities Law
University of Kentucky 1996 — 2000
Bachelor of Science (BS), Economics
Rachael Skalamera's Wells Fargo Advisors Experience January 2011 - January 2011
Job Proposal Coordinator at Catapult Technology
Industry Information Technology and Services
Experience
Catapult Technology January 2013 - Present
Catapult Technology September 2012 - December 2012
Catapult Technology July 2012 - August 2012
Maryland Democratic Party February 2012 - August 2012
Association of Latino Professionals in Finance and Accounting January 2011 - February 2012
Take my Order Please January 2011 - May 2011
Wells Fargo Advisors January 2011 - January 2011
Skills
Microsoft Office, Mac OS X, American Red Cross CPR..., Social Media, Event Management, Word, Excel, PowerPoint, Cpr Certified, Microsoft Excel, Microsoft Word, Public Speaking, Community Outreach, SharePoint, Management, Event Planning, Leadership, Proposal Writing, OS X, Program Management, Analysis
Education
University of Maryland College Park 2008 — 2013
Bachelor, Economics, Leadership Studies
Villa Maria Academy, Pennsylvania 2004 — 2008
High School
Catapult Technology January 2013 - Present
Catapult Technology September 2012 - December 2012
Catapult Technology July 2012 - August 2012
Maryland Democratic Party February 2012 - August 2012
Association of Latino Professionals in Finance and Accounting January 2011 - February 2012
Take my Order Please January 2011 - May 2011
Wells Fargo Advisors January 2011 - January 2011
Skills
Microsoft Office, Mac OS X, American Red Cross CPR..., Social Media, Event Management, Word, Excel, PowerPoint, Cpr Certified, Microsoft Excel, Microsoft Word, Public Speaking, Community Outreach, SharePoint, Management, Event Planning, Leadership, Proposal Writing, OS X, Program Management, Analysis
Education
University of Maryland College Park 2008 — 2013
Bachelor, Economics, Leadership Studies
Villa Maria Academy, Pennsylvania 2004 — 2008
High School
Susan Timok's Wells Fargo Advisors Experience September 2005 - March 2008
Job Product Development Program Manager
Industry Financial Services
Experience
Genworth March 2008 - Present
Wells Fargo Advisors September 2005 - March 2008
Wells Fargo Advisors August 1996 - August 2005
Skills
Cross-functional Team..., FINRA, Financial Services, Insurance, Internal Controls, Investments, Leadership, Life Insurance, Management, Mutual Funds, Process Improvement, Program Management, Project Management, Relationship Management, Securities, Series 63, Series 7, Team Building, Vendor Management, Wealth Management, Access, Asset Managment, Business Analysis, Business Intelligence, Business Process..., Change Management, Credit, Fixed Annuities, Risk Management, Strategic Planning, Financial Analysis, Analysis, Portfolio Management, Asset Management, Sales Operations, Customer Experience, Product Development
Education
University of Mary Washington
Bachelor, History
Genworth March 2008 - Present
Wells Fargo Advisors September 2005 - March 2008
Wells Fargo Advisors August 1996 - August 2005
Skills
Cross-functional Team..., FINRA, Financial Services, Insurance, Internal Controls, Investments, Leadership, Life Insurance, Management, Mutual Funds, Process Improvement, Program Management, Project Management, Relationship Management, Securities, Series 63, Series 7, Team Building, Vendor Management, Wealth Management, Access, Asset Managment, Business Analysis, Business Intelligence, Business Process..., Change Management, Credit, Fixed Annuities, Risk Management, Strategic Planning, Financial Analysis, Analysis, Portfolio Management, Asset Management, Sales Operations, Customer Experience, Product Development
Education
University of Mary Washington
Bachelor, History
Leigh Anne Hughes, CFP®'s Wells Fargo Advisors Experience March 2007 - Present
Job Financial Advisor | Associate Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 2007 - Present
Yum! Brands November 2005 - March 2007
Skills
Investments, Strategic Planning, Retirement Planning, CRM, Investment Strategies, 401k Rollovers, IRAs, Equities, 529 Plans, Financial Services, Trusts, Bonds, Municipal Bonds, Money Management, Customer Service, Financial Planning, Public Speaking, Financial Advisory, Retirement
Education
University of Louisville 2005 — 2007
Master of Business Administration
University of Kentucky 2000 — 2004
Bachelor of Business Administration, Finance and Management
Assumption High School 1996 — 2000
Wells Fargo Advisors March 2007 - Present
Yum! Brands November 2005 - March 2007
Skills
Investments, Strategic Planning, Retirement Planning, CRM, Investment Strategies, 401k Rollovers, IRAs, Equities, 529 Plans, Financial Services, Trusts, Bonds, Municipal Bonds, Money Management, Customer Service, Financial Planning, Public Speaking, Financial Advisory, Retirement
Education
University of Louisville 2005 — 2007
Master of Business Administration
University of Kentucky 2000 — 2004
Bachelor of Business Administration, Finance and Management
Assumption High School 1996 — 2000
Kelly Trettin Kelly Trettin's Wells Fargo Advisors Experience August 2013 - Present
Job Communications Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors August 2013 - Present
Wells Fargo Advisors March 2012 - August 2013
Black Twig Communications July 2010 - February 2012
The Iowa Bicycle Coalition November 2009 - June 2010
University of Iowa School of Social Work August 2009 - May 2010
Fuelevision Media June 2009 - August 2009
Skills
Copywriting, Media Relations, Research, Facebook, Blogging, Client Service, Strategic Planning, Online Marketing, Corporate Communications, Public Relations, Social Media Consulting, Marketing Communications, Content Development, Social Media Marketing, Internal Communications, Social Media, Digital Marketing, Newsletters, Community Outreach, Publicity, Nonprofits, Marketing, Strategic Communications, Copy Editing, Social Networking, Strategy, Press Releases, Integrated Marketing, B2B, Email Marketing
Education
University of Iowa 2006 — 2010
B.A., Journalism and Mass Communication, Art History
Wells Fargo Advisors August 2013 - Present
Wells Fargo Advisors March 2012 - August 2013
Black Twig Communications July 2010 - February 2012
The Iowa Bicycle Coalition November 2009 - June 2010
University of Iowa School of Social Work August 2009 - May 2010
Fuelevision Media June 2009 - August 2009
Skills
Copywriting, Media Relations, Research, Facebook, Blogging, Client Service, Strategic Planning, Online Marketing, Corporate Communications, Public Relations, Social Media Consulting, Marketing Communications, Content Development, Social Media Marketing, Internal Communications, Social Media, Digital Marketing, Newsletters, Community Outreach, Publicity, Nonprofits, Marketing, Strategic Communications, Copy Editing, Social Networking, Strategy, Press Releases, Integrated Marketing, B2B, Email Marketing
Education
University of Iowa 2006 — 2010
B.A., Journalism and Mass Communication, Art History
Jon Sereda AAMS® Jon Sereda AAMS®'s Wells Fargo Advisors Experience March 2015 - Present
Job Branch Liaison at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors March 2015 - Present
Stafford Wells Advisors January 2014 - November 2014
Ameriprise Financial September 2010 - October 2013
Farmers Insurance February 2010 - July 2010
Northwestern Mutual September 2009 - February 2010
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2009
B.B.A, Economics
Wells Fargo Advisors March 2015 - Present
Stafford Wells Advisors January 2014 - November 2014
Ameriprise Financial September 2010 - October 2013
Farmers Insurance February 2010 - July 2010
Northwestern Mutual September 2009 - February 2010
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2009
B.B.A, Economics
Stacey Meyer 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)
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)
Burton W. Daniel Burton W. Daniel's Wells Fargo Advisors Experience July 2009 - Present
Job Financial Advisor with The Robinson Investment Group at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors July 2009 - Present
Cognitive Technologies, Inc. December 2008 - April 2009
Ryan Homes June 2007 - August 2007
Vector Marketing 2004 - 2006
Skills
Retirement Planning, Investments, Customer Service, Financial Analysis, Leadership, Liability Analysis, Risk Management, Insurance, Life Insurance, Long Term Care Insurance, Finance, Public Speaking, Economics, Banking
Education
University of Maryland College Park 2004 — 2008
B.A., English
Wells Fargo Advisors July 2009 - Present
Cognitive Technologies, Inc. December 2008 - April 2009
Ryan Homes June 2007 - August 2007
Vector Marketing 2004 - 2006
Skills
Retirement Planning, Investments, Customer Service, Financial Analysis, Leadership, Liability Analysis, Risk Management, Insurance, Life Insurance, Long Term Care Insurance, Finance, Public Speaking, Economics, Banking
Education
University of Maryland College Park 2004 — 2008
B.A., English
Chris W Skelton, MBA's Wells Fargo Advisors Experience January 2014 - Present
Job Banking Consultant at Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial, Inc. August 2015 - Present
Wells Fargo Advisors January 2014 - Present
Wells Fargo Advisors September 2010 - January 2014
PNC Bank December 2003 - September 2010
National City Bank December 2004 - December 2006
Skills
Financial Analysis, Credit, Asset Based Lending, Mortgage Lending, Commercial Lending, Securities Lending, Business Development, Management, Leadership, Real Estate Economics, Series 7, Consulting, Business Strategy, Strategic Planning
Education
University of Louisville 2004 — 2006
MBA, Business Management, Finance, Accounting, Healthcare Management
University of Kentucky 2000 — 2004
Bachelors, Finance
Raymond James Financial, Inc. August 2015 - Present
Wells Fargo Advisors January 2014 - Present
Wells Fargo Advisors September 2010 - January 2014
PNC Bank December 2003 - September 2010
National City Bank December 2004 - December 2006
Skills
Financial Analysis, Credit, Asset Based Lending, Mortgage Lending, Commercial Lending, Securities Lending, Business Development, Management, Leadership, Real Estate Economics, Series 7, Consulting, Business Strategy, Strategic Planning
Education
University of Louisville 2004 — 2006
MBA, Business Management, Finance, Accounting, Healthcare Management
University of Kentucky 2000 — 2004
Bachelors, Finance
Bob Wilton Bob Wilton's Wells Fargo Advisors Experience October 2013 - November 2014
Job Senior Staff Software Development Engineer at FireEye, Inc.
Industry Computer Software
Experience
FireEye, Inc. November 2014 - Present
Wells Fargo Advisors October 2013 - November 2014
Microsoft March 2000 - November 2013
Lenoir-Rhyne College 1995 - 2000
Sentrol Inc 1992 - 2000
Assurance Technology Corporation 1990 - 1992
Air Force Geophysics Laboratory 1986 - 1990
Skills
Visual Studio, Scrum, Agile Methodologies, SaaS, Enterprise Software, Agile Project Management, SharePoint, C#, Software Engineering, Distributed Systems, .NET, Web Services, Software Development, Cloud Computing, Software Project..., Databases, Software Design, Business Intelligence, Program Management, SOA, SDLC, C++, XML, Architectures
Education
University of Massachusetts at Lowell 1989 — 1994
MS, Computer Engineering
Worcester Polytechnic Institute 1982 — 1986
BS, Electrical Engineering
FireEye, Inc. November 2014 - Present
Wells Fargo Advisors October 2013 - November 2014
Microsoft March 2000 - November 2013
Lenoir-Rhyne College 1995 - 2000
Sentrol Inc 1992 - 2000
Assurance Technology Corporation 1990 - 1992
Air Force Geophysics Laboratory 1986 - 1990
Skills
Visual Studio, Scrum, Agile Methodologies, SaaS, Enterprise Software, Agile Project Management, SharePoint, C#, Software Engineering, Distributed Systems, .NET, Web Services, Software Development, Cloud Computing, Software Project..., Databases, Software Design, Business Intelligence, Program Management, SOA, SDLC, C++, XML, Architectures
Education
University of Massachusetts at Lowell 1989 — 1994
MS, Computer Engineering
Worcester Polytechnic Institute 1982 — 1986
BS, Electrical Engineering
Natan Hayes Natan Hayes's Wells Fargo Advisors Experience January 2012 - February 2012
Job Underwriting Manager Shizoom LLC
Industry Financial Services
Experience
Shizoom November 2014 - Present
Noah Investment Partners LLC- Investment Club August 2012 - Present
Fora Financial August 2013 - October 2014
Lemma Senbet fund June 2012 - June 2013
Time Leverage Capital June 2010 - August 2012
Wells Fargo Advisors January 2012 - February 2012
Gourmet Kosher June 2009 - August 2009
Ohr Someach September 2008 - May 2009
Skills
Equity Research, Industry Analysis, Bloomberg, Financial Modeling, Equity Valuation, Competitive Analysis, Portfolio Management, Equities
Education
Robert H. Smith School of Business 2009 — 2013
Bachelor of Science, Finance
University of Maryland 2009 — 2013
Bachelor of Science (BS), Finance, General
University of Maryland College Park 2009 — 2013
Bachelor, Finance & International Business
Ohr Someach 2008 — 2009
Shizoom November 2014 - Present
Noah Investment Partners LLC- Investment Club August 2012 - Present
Fora Financial August 2013 - October 2014
Lemma Senbet fund June 2012 - June 2013
Time Leverage Capital June 2010 - August 2012
Wells Fargo Advisors January 2012 - February 2012
Gourmet Kosher June 2009 - August 2009
Ohr Someach September 2008 - May 2009
Skills
Equity Research, Industry Analysis, Bloomberg, Financial Modeling, Equity Valuation, Competitive Analysis, Portfolio Management, Equities
Education
Robert H. Smith School of Business 2009 — 2013
Bachelor of Science, Finance
University of Maryland 2009 — 2013
Bachelor of Science (BS), Finance, General
University of Maryland College Park 2009 — 2013
Bachelor, Finance & International Business
Ohr Someach 2008 — 2009
Patrick M. Winkelman Patrick M. Winkelman's Wells Fargo Advisors Experience 2008 - 2010
Job Office Manager
Industry Information Technology and Services
Experience
Position Imaging Incorporated August 2014 - Present
BKBM Incorporated June 2010 - August 2014
Wells Fargo Advisors 2008 - 2010
Wachovia Securities Financial 2007 - 2008
A.G. Edwards & Sons, Inc. 2000 - 2008
Gruntal & Company Inc. February 1993 - August 2000
Skills
Office Management, Office Administration, Employee Relations, Operational Efficiency, Hiring Personnel, Operations Management, Compliance, Internal Communications, Human Resources, Technical Support, Financial Analysis, Cost Efficiency, Terminations, Adherence, Management, Finance, Hiring
Education
University of Massachusetts, Amherst 1987 — 1991
B.A., Economics - 2014
Natick High School 1984 — 1987
Position Imaging Incorporated August 2014 - Present
BKBM Incorporated June 2010 - August 2014
Wells Fargo Advisors 2008 - 2010
Wachovia Securities Financial 2007 - 2008
A.G. Edwards & Sons, Inc. 2000 - 2008
Gruntal & Company Inc. February 1993 - August 2000
Skills
Office Management, Office Administration, Employee Relations, Operational Efficiency, Hiring Personnel, Operations Management, Compliance, Internal Communications, Human Resources, Technical Support, Financial Analysis, Cost Efficiency, Terminations, Adherence, Management, Finance, Hiring
Education
University of Massachusetts, Amherst 1987 — 1991
B.A., Economics - 2014
Natick High School 1984 — 1987
Tom Spottiswood Tom Spottiswood's Wells Fargo Advisors Experience April 2001 - December 2008
Job Managing Principal at RiverBay Investment Group, LLC
Industry Financial Services
Experience
RiverBay Investment Group, LLC December 2008 - Present
Wells Fargo Advisors April 2001 - December 2008
Merrill Lynch September 1995 - April 2001
US Army, Military Intelligence December 1984 - December 1988
Skills
Retirement Planning, Investments, Strategic Financial..., Strategic Planning, Pensions, Finance, Small Business, Management Consulting, 401k, Insurance, Mutual Funds
Education
The College for Financial Planning 2005 — 2006
CRPS®, Chartered Retirement Plan Specialist
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2004 — 2005
Accredited Investment Fiduciary®
University of Maryland University College 1987 — 1990
BA, English, Business Communication, Mid East Studies
RiverBay Investment Group, LLC December 2008 - Present
Wells Fargo Advisors April 2001 - December 2008
Merrill Lynch September 1995 - April 2001
US Army, Military Intelligence December 1984 - December 1988
Skills
Retirement Planning, Investments, Strategic Financial..., Strategic Planning, Pensions, Finance, Small Business, Management Consulting, 401k, Insurance, Mutual Funds
Education
The College for Financial Planning 2005 — 2006
CRPS®, Chartered Retirement Plan Specialist
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2004 — 2005
Accredited Investment Fiduciary®
University of Maryland University College 1987 — 1990
BA, English, Business Communication, Mid East Studies
Adam Dorfman Adam Dorfman's Wells Fargo Advisors Experience February 2014 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Marketing and Advertising
Experience
Wells Fargo Advisors February 2014 - Present
Northwestern Mutual August 2013 - February 2014
Education
University of Massachusetts, Amherst 2009 — 2013
BBA,BS, Sports Management, Marketing, Graduated
Wells Fargo Advisors February 2014 - Present
Northwestern Mutual August 2013 - February 2014
Education
University of Massachusetts, Amherst 2009 — 2013
BBA,BS, Sports Management, Marketing, Graduated
Matt Mayeski Matt Mayeski's Wells Fargo Advisors Experience May 2014 - December 2014
Job Financial Analyst at Lockheed Martin
Industry Consumer Services
Experience
Lockheed Martin June 2015 - Present
University of Maryland September 2012 - Present
The Phi Kappa Tau Fraternity Inc. October 2013 - Present
Wells Fargo Advisors May 2014 - December 2014
University of Maryland December 2013 - May 2014
Skills
Data Analysis, Statistics, Public Speaking, Microsoft Office, Event Planning, Social Media, Customer Service, Leadership
Education
University of Maryland College Park 2012 — 2016
Bachelor's Degree, Economics, 3.54
University of Maryland College Park 2012 — 2016
Bachelor's Degree, Finance, 3.54
Lockheed Martin June 2015 - Present
University of Maryland September 2012 - Present
The Phi Kappa Tau Fraternity Inc. October 2013 - Present
Wells Fargo Advisors May 2014 - December 2014
University of Maryland December 2013 - May 2014
Skills
Data Analysis, Statistics, Public Speaking, Microsoft Office, Event Planning, Social Media, Customer Service, Leadership
Education
University of Maryland College Park 2012 — 2016
Bachelor's Degree, Economics, 3.54
University of Maryland College Park 2012 — 2016
Bachelor's Degree, Finance, 3.54
Brandon Potter's Wells Fargo Advisors Experience January 2009 - Present
Job Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 2009 - Present
Skills
Investments, Retirement Planning, Wealth Management, Financial Analysis
Education
University of Kentucky
Bachelor of Business Administration, Finance, Economics
Wells Fargo Advisors January 2009 - Present
Skills
Investments, Retirement Planning, Wealth Management, Financial Analysis
Education
University of Kentucky
Bachelor of Business Administration, Finance, Economics
Eric Jonas's Wells Fargo Advisors Experience July 2013 - July 2013
Job Student at University of Miami
Industry
Experience
Jonas Inc. June 2010 - August 2015
Wells Fargo Advisors July 2013 - July 2013
Dime Community Bancshares May 2012 - June 2013
Skills
Critical Thinking, Problem Solving, Microsoft Excel, Microsoft Word, Market Research, Data Science, Risk Management, R, Matlab, Tableau, Data Preparation, Data Visualization, Microsoft Office
Education
University of Miami 2013 — 2015
Bachelor of Business Administration (B.B.A.), Business, Management & Marketing
Hofstra University & University of Miami 2011 — 2013
Finance, General
Jonas Inc. June 2010 - August 2015
Wells Fargo Advisors July 2013 - July 2013
Dime Community Bancshares May 2012 - June 2013
Skills
Critical Thinking, Problem Solving, Microsoft Excel, Microsoft Word, Market Research, Data Science, Risk Management, R, Matlab, Tableau, Data Preparation, Data Visualization, Microsoft Office
Education
University of Miami 2013 — 2015
Bachelor of Business Administration (B.B.A.), Business, Management & Marketing
Hofstra University & University of Miami 2011 — 2013
Finance, General
Kelly Ainsworth's Wells Fargo Advisors Experience July 2011 - Present
Job Strategic and Counterparty Risk Manager
Industry Financial Services
Experience
Wells Fargo Advisors July 2011 - Present
Wells Fargo Advisors March 2010 - July 2011
Wells Fargo Advisors August 2008 - March 2010
Cisco Systems May 2007 - April 2008
China Centric Associates May 2006 - August 2006
T-Systems International GmbH May 2005 - August 2005
Global Crossing September 2000 - July 2004
Fleet Leasing Corporation February 1999 - September 2000
Skills
Risk Management, Strategic Planning, Project Management, Financial Analysis, Cross-functional Team..., Business Strategy, Mergers, Business Analysis, Strategy, Leadership, Financial Services, Executive Management, Finance, Management, Market Research, Competitive Analysis, Marketing Strategy
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Securities Industry Institute
Washington University in St. Louis - Olin Business School 2004 — 2008
M.B.A.
Washington University in St. Louis School of Law 2004 — 2008
J.D.
Bucerius Law School 2006 — 2006
University of Michigan 1995 — 1998
B.A.
Wells Fargo Advisors July 2011 - Present
Wells Fargo Advisors March 2010 - July 2011
Wells Fargo Advisors August 2008 - March 2010
Cisco Systems May 2007 - April 2008
China Centric Associates May 2006 - August 2006
T-Systems International GmbH May 2005 - August 2005
Global Crossing September 2000 - July 2004
Fleet Leasing Corporation February 1999 - September 2000
Skills
Risk Management, Strategic Planning, Project Management, Financial Analysis, Cross-functional Team..., Business Strategy, Mergers, Business Analysis, Strategy, Leadership, Financial Services, Executive Management, Finance, Management, Market Research, Competitive Analysis, Marketing Strategy
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Securities Industry Institute
Washington University in St. Louis - Olin Business School 2004 — 2008
M.B.A.
Washington University in St. Louis School of Law 2004 — 2008
J.D.
Bucerius Law School 2006 — 2006
University of Michigan 1995 — 1998
B.A.
Bob Beylickjian's Wells Fargo Advisors Experience 2001 - 2007
Job Senior Vice President Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2007 - Present
Wells Fargo Advisors 2001 - 2007
Paine Webber/ UBS April 1994 - January 2001
Kidder Peabody 1989 - 1994
Education
University of Maryland College Park
Morgan Stanley 2007 - Present
Wells Fargo Advisors 2001 - 2007
Paine Webber/ UBS April 1994 - January 2001
Kidder Peabody 1989 - 1994
Education
University of Maryland College Park
Tom Duame's Wells Fargo Advisors Experience Director, Mutual Fund OperationsWells Fargo AdvisorsApril 2009 - January 2014
Job Director, Complaint Resolutions Group
Industry Financial Services
Experience
Wells Fargo Advisors Director, Mutual Fund OperationsWells Fargo AdvisorsApril 2009 - January 2014
Edward Jones November 1992 - April 2000
US Navy May 1970 - November 1992
Education
University of Maryland College Park
Bachelor of Science (B.S.), Business
Wells Fargo Advisors Director, Mutual Fund OperationsWells Fargo AdvisorsApril 2009 - January 2014
Edward Jones November 1992 - April 2000
US Navy May 1970 - November 1992
Education
University of Maryland College Park
Bachelor of Science (B.S.), Business
Van Williams's Wells Fargo Advisors Experience April 2014 - Present
Job Applications Systems Engineer Technical Lead at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors April 2014 - Present
Daugherty Business Solutions September 2012 - April 2014
AT&T 2000 - January 2012
Ferguson Consulting 1998 - 2000
Daugherty Systems 1996 - 1998
SBC 1986 - 1996
Skills
SQL, Unix, Software Development, Integration, Data Warehousing, Databases, Visio, Java, Enterprise Architecture, PL/SQL, DB2, Telecommunications, SDLC, HTML, Software Design, Testing, Project Management, Program Management, Enterprise Software, Agile Methodologies, Data Analysis
Education
University of Miami 1983 — 1986
Bachelor of Science, Computer Science
Wells Fargo Advisors April 2014 - Present
Daugherty Business Solutions September 2012 - April 2014
AT&T 2000 - January 2012
Ferguson Consulting 1998 - 2000
Daugherty Systems 1996 - 1998
SBC 1986 - 1996
Skills
SQL, Unix, Software Development, Integration, Data Warehousing, Databases, Visio, Java, Enterprise Architecture, PL/SQL, DB2, Telecommunications, SDLC, HTML, Software Design, Testing, Project Management, Program Management, Enterprise Software, Agile Methodologies, Data Analysis
Education
University of Miami 1983 — 1986
Bachelor of Science, Computer Science
Jonathan Worthey's Wells Fargo Advisors Experience 2004 - Present
Job Business Analyst at Wells Fargo Advisors
Industry Financial Services
Experience
Wachovia Securities 2004 - Present
Wells Fargo Advisors 2004 - Present
Education
University of Mary Washington
University of Virginia
Wachovia Securities 2004 - Present
Wells Fargo Advisors 2004 - Present
Education
University of Mary Washington
University of Virginia
Heather Nidetch, CRPC's Wells Fargo Advisors Experience April 2015 - Present
Job Associate Vice President Investments, Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors April 2015 - Present
Merrill Lynch July 2012 - April 2015
Wells Fargo Advisors, LLC January 2008 - July 2012
Cantor Fitzgerald June 2006 - September 2007
Brown Parker & DeMarinis Advertising December 2004 - October 2005
Deutsch Advertising January 2002 - November 2004
Skills
Investments, Bonds, Asset Allocation, Securities, Equities, Fixed Income, Mutual Funds, Asset Management, Sales, Variable Annuities, Fixed Annuities, Alternative Investments, FINRA, Retirement Planning, Financial Services, Equity Trading, Retirement, CRM, Account Management, New Business Development, Asset Managment
Education
University of Miami 1997 — 2001
BBA
The Wheatley School 1993 — 1997
Wells Fargo Advisors April 2015 - Present
Merrill Lynch July 2012 - April 2015
Wells Fargo Advisors, LLC January 2008 - July 2012
Cantor Fitzgerald June 2006 - September 2007
Brown Parker & DeMarinis Advertising December 2004 - October 2005
Deutsch Advertising January 2002 - November 2004
Skills
Investments, Bonds, Asset Allocation, Securities, Equities, Fixed Income, Mutual Funds, Asset Management, Sales, Variable Annuities, Fixed Annuities, Alternative Investments, FINRA, Retirement Planning, Financial Services, Equity Trading, Retirement, CRM, Account Management, New Business Development, Asset Managment
Education
University of Miami 1997 — 2001
BBA
The Wheatley School 1993 — 1997
Craig A Johnson's Wells Fargo Advisors Experience March 2003 - Present
Job Managing Director Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 2003 - Present
Ernst & Young June 1986 - March 1998
Skills
Investments, 401k, Employee Benefits, Financial Services, Retirement
Education
University of Iowa 1982 — 1986
BBA, Accounting
Wells Fargo Advisors March 2003 - Present
Ernst & Young June 1986 - March 1998
Skills
Investments, 401k, Employee Benefits, Financial Services, Retirement
Education
University of Iowa 1982 — 1986
BBA, Accounting
Bao Do's Wells Fargo Advisors Experience April 2015 - Present
Job Senior Business Architect at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors April 2015 - Present
Wells Fargo Advisors May 2013 - April 2015
Wells Fargo Home Mortgage October 2009 - May 2013
Wells Fargo Home Mortgage August 2006 - October 2009
OptumHealth May 2005 - August 2006
Ambient Consulting 1998 - 2005
Skills
Business Analysis, Quality Assurance, Visio, Vendor Management, Project Management, Process Improvement, SharePoint, Management, Public Speaking, Risk Management, Change Management, Data Analysis, Leadership, Analysis, Software Documentation
Education
University of Michigan 1991 — 1996
BA, Psychology
Wells Fargo Advisors April 2015 - Present
Wells Fargo Advisors May 2013 - April 2015
Wells Fargo Home Mortgage October 2009 - May 2013
Wells Fargo Home Mortgage August 2006 - October 2009
OptumHealth May 2005 - August 2006
Ambient Consulting 1998 - 2005
Skills
Business Analysis, Quality Assurance, Visio, Vendor Management, Project Management, Process Improvement, SharePoint, Management, Public Speaking, Risk Management, Change Management, Data Analysis, Leadership, Analysis, Software Documentation
Education
University of Michigan 1991 — 1996
BA, Psychology
Nick Kass's Wells Fargo Advisors Experience April 2015 - Present
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors April 2015 - Present
Wells Fargo July 2014 - April 2015
John Hancock Financial Services May 2013 - June 2014
Kasscade, LLC August 2009 - May 2013
University of Miami August 2005 - December 2008
Senior Care Pharmacy May 2003 - August 2003
Skills
Start-ups, Business Planning, Customer Service, Analysis, Spanish, Strategic Planning, Marketing, Microsoft Excel, Marketing Strategy, Finance, Leadership, Entrepreneurship, Data Analysis, Database Admin, Process Improvement, Business Strategy, Business Development, Fundraising, Public Relations
Education
University of Miami - School of Business 2005 — 2008
International Finance & Marketing, Accounting
Wells Fargo Advisors April 2015 - Present
Wells Fargo July 2014 - April 2015
John Hancock Financial Services May 2013 - June 2014
Kasscade, LLC August 2009 - May 2013
University of Miami August 2005 - December 2008
Senior Care Pharmacy May 2003 - August 2003
Skills
Start-ups, Business Planning, Customer Service, Analysis, Spanish, Strategic Planning, Marketing, Microsoft Excel, Marketing Strategy, Finance, Leadership, Entrepreneurship, Data Analysis, Database Admin, Process Improvement, Business Strategy, Business Development, Fundraising, Public Relations
Education
University of Miami - School of Business 2005 — 2008
International Finance & Marketing, Accounting
Luz Colon's Wells Fargo Advisors Experience June 2005 - December 2010
Job Credit Analyst
Industry Financial Services
Experience
Wells Fargo Advisors June 2005 - December 2010
Education
University of Miami
Wells Fargo Advisors June 2005 - December 2010
Education
University of Miami
Clyde Mackey's Wells Fargo Advisors Experience 2008 - Present
Job AML Compliance Consultant at Wachovia Securities, LLC
Industry Financial Services
Experience
Wachovia Securities, LLC August 2008 - Present
Wells Fargo Advisors 2008 - Present
Wachovia Securities, LLC December 1994 - July 2008
Education
University of Kentucky
Political Science
University of Richmond
Bachelor of Arts, Political science
Wachovia Securities, LLC August 2008 - Present
Wells Fargo Advisors 2008 - Present
Wachovia Securities, LLC December 1994 - July 2008
Education
University of Kentucky
Political Science
University of Richmond
Bachelor of Arts, Political science
Nelly Reyan's Wells Fargo Advisors Experience May 2004 - September 2007
Job Independent Consumer Services Professional
Industry Consumer Services
Experience
Hire Dynamics June 2015 - Present
The Home Depot October 2011 - June 2013
Bank of America August 2007 - April 2009
Wells Fargo Advisors May 2004 - September 2007
Skills
Carpet Cleaning, Marketing Strategy, Management, Microsoft Office, Outlook, Microsoft Word, Marketing, New Business Development, Negotiation, Customer Service, Team Building, Social Media Marketing, Budgets, Coaching, Team Leadership, Strategic Planning, Public Speaking, Microsoft Excel, Research, Process Improvement, PowerPoint, Customer Satisfaction, Sales Management, Project Management, Social Media, Event Management, Sales, Event Planning, Training, Public Relations, HR Consulting, Mortgage Lending, Residential Mortgages, Commercial Lending, Loan Origination, Loan Servicing, Loan Modifications, Registration, Operations Management, Real Estate Lending, Insurance, Employee Relations, Human Resources, Recruiting, Advertising, Life Insurance, Time Management
Education
University of Miami - School of Business 1990 — 1993
Business Administration and Management, General
Hire Dynamics June 2015 - Present
The Home Depot October 2011 - June 2013
Bank of America August 2007 - April 2009
Wells Fargo Advisors May 2004 - September 2007
Skills
Carpet Cleaning, Marketing Strategy, Management, Microsoft Office, Outlook, Microsoft Word, Marketing, New Business Development, Negotiation, Customer Service, Team Building, Social Media Marketing, Budgets, Coaching, Team Leadership, Strategic Planning, Public Speaking, Microsoft Excel, Research, Process Improvement, PowerPoint, Customer Satisfaction, Sales Management, Project Management, Social Media, Event Management, Sales, Event Planning, Training, Public Relations, HR Consulting, Mortgage Lending, Residential Mortgages, Commercial Lending, Loan Origination, Loan Servicing, Loan Modifications, Registration, Operations Management, Real Estate Lending, Insurance, Employee Relations, Human Resources, Recruiting, Advertising, Life Insurance, Time Management
Education
University of Miami - School of Business 1990 — 1993
Business Administration and Management, General
Rich Sclichter's Wells Fargo Advisors Experience August 2013 - November 2014
Job Senior Technical Project Manager at Wells Fargo Home Mortgage
Industry Information Technology and Services
Experience
Wells Fargo Home Mortgage July 2015 - Present
Wells Fargo Advisors August 2013 - November 2014
Time Warner Cable August 2012 - August 2013
TMX Finance December 2011 - March 2012
BBVA Compass July 2010 - September 2011
HP June 2009 - December 2009
Sprint Nextel October 2005 - February 2009
TEKsystems 2005 - 2005
Skills
Information Technology, Integration, Management, Project Portfolio..., PMO, SDLC, Data Center, PMP, Vendor Management, Infrastructure, IT Strategy, Software Project..., Project Delivery, ITIL, Visio
Education
University of Maryland College Park 1989 — 1993
BS, Information Systems Management
Wells Fargo Home Mortgage July 2015 - Present
Wells Fargo Advisors August 2013 - November 2014
Time Warner Cable August 2012 - August 2013
TMX Finance December 2011 - March 2012
BBVA Compass July 2010 - September 2011
HP June 2009 - December 2009
Sprint Nextel October 2005 - February 2009
TEKsystems 2005 - 2005
Skills
Information Technology, Integration, Management, Project Portfolio..., PMO, SDLC, Data Center, PMP, Vendor Management, Infrastructure, IT Strategy, Software Project..., Project Delivery, ITIL, Visio
Education
University of Maryland College Park 1989 — 1993
BS, Information Systems Management
Eileen Tran's Wells Fargo Advisors Experience February 2009 - January 2010
Job Tax Credit Underwriter
Industry Financial Services
Experience
Wells Fargo June 2015 - Present
PNC January 2012 - June 2015
GE February 2010 - January 2012
Wells Fargo Advisors February 2009 - January 2010
Chase June 2007 - January 2008
Skills
Financial Analysis, Investments
Education
Indiana University-Southeast 2012 — 2014
Master of Business Administration (M.B.A.)
University of Louisville 2007 — 2009
Bachelors of Science, Business Administration - Finance
University of Kentucky 2005 — 2007
Architecture, Business Administration
Wells Fargo June 2015 - Present
PNC January 2012 - June 2015
GE February 2010 - January 2012
Wells Fargo Advisors February 2009 - January 2010
Chase June 2007 - January 2008
Skills
Financial Analysis, Investments
Education
Indiana University-Southeast 2012 — 2014
Master of Business Administration (M.B.A.)
University of Louisville 2007 — 2009
Bachelors of Science, Business Administration - Finance
University of Kentucky 2005 — 2007
Architecture, Business Administration
Randy Norris's Wells Fargo Advisors Experience November 2012 - Present
Job Implementation / Change Coordinator at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors November 2012 - Present
Signature Consultants (Wells Fargo Bank) January 2011 - Present
Ally Bank July 2010 - March 2012
Wells Fargo Bank January 2010 - July 2010
Wachovia Bank June 2006 - June 2009
Wachovia 2004 - 2009
Wells Fargo 2004 - 2009
Wachovia 2004 - 2006
Bank of America 1998 - 2003
Skills
SDLC, Vendor Management, Visio, Process Improvement, Risk Management, Business Analysis, Banking, SharePoint, Disaster Recovery, Business Requirements, PMP, Project Management, Requirements Analysis, Project Portfolio..., Program Management
Education
University of Maryland University College
Bus. Mgmt
University of North Carolina at Charlotte
Bus. Mgmt
Wells Fargo Advisors November 2012 - Present
Signature Consultants (Wells Fargo Bank) January 2011 - Present
Ally Bank July 2010 - March 2012
Wells Fargo Bank January 2010 - July 2010
Wachovia Bank June 2006 - June 2009
Wachovia 2004 - 2009
Wells Fargo 2004 - 2009
Wachovia 2004 - 2006
Bank of America 1998 - 2003
Skills
SDLC, Vendor Management, Visio, Process Improvement, Risk Management, Business Analysis, Banking, SharePoint, Disaster Recovery, Business Requirements, PMP, Project Management, Requirements Analysis, Project Portfolio..., Program Management
Education
University of Maryland University College
Bus. Mgmt
University of North Carolina at Charlotte
Bus. Mgmt
Devyn Stevenson's Wells Fargo Advisors Experience 2007 - 2008
Job Academic Manager at Year Up
Industry Education Management
Experience
Year Up May 2015 - Present
Year Up September 2013 - April 2015
Boston Public Schools September 2012 - June 2013
LeapFrog Systems October 2010 - August 2012
Clik! Wedding Photography January 2010 - August 2010
Bristol/Warren School District 2009 - 2010
Verint 2008 - 2008
Wells Fargo Advisors 2007 - 2008
Skills
Social Media, Healthcare, Teaching, Insurance, Financial Services, Program Development, Investments, Microsoft Office, Information Technology, Training, Salesforce.com, Management, Business Development, Recruiting, Strategy, Financial Literacy..., Public Speaking, SDLC, Consulting, Research, Program Management, Leadership
Education
University of Massachusetts Boston 2012 — 2013
Master of Education (M.Ed.)
University of San Diego School of Business Administration 2004 — 2008
Bachelor of Business Administration (B.B.A.)
Northfield Mount Hermon 2001 — 2004
Year Up May 2015 - Present
Year Up September 2013 - April 2015
Boston Public Schools September 2012 - June 2013
LeapFrog Systems October 2010 - August 2012
Clik! Wedding Photography January 2010 - August 2010
Bristol/Warren School District 2009 - 2010
Verint 2008 - 2008
Wells Fargo Advisors 2007 - 2008
Skills
Social Media, Healthcare, Teaching, Insurance, Financial Services, Program Development, Investments, Microsoft Office, Information Technology, Training, Salesforce.com, Management, Business Development, Recruiting, Strategy, Financial Literacy..., Public Speaking, SDLC, Consulting, Research, Program Management, Leadership
Education
University of Massachusetts Boston 2012 — 2013
Master of Education (M.Ed.)
University of San Diego School of Business Administration 2004 — 2008
Bachelor of Business Administration (B.B.A.)
Northfield Mount Hermon 2001 — 2004
Glen Mineau's Wells Fargo Advisors Experience May 2005 - Present
Job at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Advisors May 2005 - Present
Northern Trust January 2000 - May 2005
Skills
Market Data, Banking, SDLC, Business Analysis, Financial Services, Vendor Management, Social Media, Mergers, Disaster Recovery, Mergers & Acquisitions, Project Management, Requirements Gathering, Change Management, Customer Service, Data Analysis, IT Strategy, Microsoft Office, Program Management, Team Leadership, Visio, Unix
Education
University of Miami 1977 — 1981
MME, Business, Music
Wells Fargo Advisors May 2005 - Present
Northern Trust January 2000 - May 2005
Skills
Market Data, Banking, SDLC, Business Analysis, Financial Services, Vendor Management, Social Media, Mergers, Disaster Recovery, Mergers & Acquisitions, Project Management, Requirements Gathering, Change Management, Customer Service, Data Analysis, IT Strategy, Microsoft Office, Program Management, Team Leadership, Visio, Unix
Education
University of Miami 1977 — 1981
MME, Business, Music
Raymond Hays's Wells Fargo Advisors Experience February 1992 - Present
Job Financial Advisor
Industry Financial Services
Experience
Wells Fargo Advisors February 1992 - Present
Principal Financial Group September 1977 - September 1989
Skills
Investments, Portfolio Management, Finance, Asset Management
Education
University of Iowa 1973 — 1977
Bachelor of Business Administration (BBA), Finance, General
Wells Fargo Advisors February 1992 - Present
Principal Financial Group September 1977 - September 1989
Skills
Investments, Portfolio Management, Finance, Asset Management
Education
University of Iowa 1973 — 1977
Bachelor of Business Administration (BBA), Finance, General
Donald Simpson's Wells Fargo Advisors Experience June 1980 - Present
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors June 1980 - Present
Education
University of Michigan 1973 — 1977
BGS, Econ, Business, Psych
Wells Fargo Advisors June 1980 - Present
Education
University of Michigan 1973 — 1977
BGS, Econ, Business, Psych
Alec Robinette's Wells Fargo Advisors Experience October 2006 - Present
Job Transition Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors October 2006 - Present
Fidelity Investments July 2005 - October 2006
Education
University of Michigan 1997 — 2001
Bachelor of Arts, Ancient Civilizations
Wells Fargo Advisors October 2006 - Present
Fidelity Investments July 2005 - October 2006
Education
University of Michigan 1997 — 2001
Bachelor of Arts, Ancient Civilizations
D. Whayne Porter CFP®'s Wells Fargo Advisors Experience August 1999 - Present
Job Senior Vice PresidentInvestment Officer,at Porter Tafel Trimpe Investment Consulting Group of Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Porter Tafel Trimpe Investment Consulting Group of Wells Fargo Advisors November 1999 - Present
Wells Fargo Advisors August 1999 - Present
Skills
Investments, Mutual Funds, Retirement Planning, Asset Allocation, Retirement, Financial Analysis, Alternative Investments, Investment Strategies, Asset Management
Education
College for Financial Planning 1982 — 1984
CFP, Financial Planning, PASS
University of Louisville 1975 — 1981
BSC, BSE
Porter Tafel Trimpe Investment Consulting Group of Wells Fargo Advisors November 1999 - Present
Wells Fargo Advisors August 1999 - Present
Skills
Investments, Mutual Funds, Retirement Planning, Asset Allocation, Retirement, Financial Analysis, Alternative Investments, Investment Strategies, Asset Management
Education
College for Financial Planning 1982 — 1984
CFP, Financial Planning, PASS
University of Louisville 1975 — 1981
BSC, BSE
Brent Burtin's Wells Fargo Advisors Experience October 2004 - Present
Job Senior Litigation Counsel at Wells Fargo and Company
Industry Financial Services
Experience
Wells Fargo Advisors October 2004 - Present
Skills
FINRA, Securities Regulation, Securities, Arbitration, Corporate Governance, Commercial Litigation, Litigation, Securities Litigation, Mediation, Dispute Resolution, Fraud, Licensing, Civil Litigation, Corporate Law, Legal Research
Education
University of Kansas School of Law 1989 — 1992
Juris Doctor
Wells Fargo Advisors October 2004 - Present
Skills
FINRA, Securities Regulation, Securities, Arbitration, Corporate Governance, Commercial Litigation, Litigation, Securities Litigation, Mediation, Dispute Resolution, Fraud, Licensing, Civil Litigation, Corporate Law, Legal Research
Education
University of Kansas School of Law 1989 — 1992
Juris Doctor
Craig Matheny's Wells Fargo Advisors Experience 1996 - January 2000
Job Investigator at State Bar of California
Industry Law Practice
Experience
State Bar of California January 2000 - Present
Wells Fargo Advisors 1996 - January 2000
Skills
Legal Research, Evidence, Courts, Investigation, Internal Investigations, Fraud, Criminal Law, Trials, Private Investigations, Enforcement, Litigation, Criminal Investigations
Education
University of La Verne 1996 — 1998
Bachelor of Applied Science (BASc), Criminology, A
State Bar of California January 2000 - Present
Wells Fargo Advisors 1996 - January 2000
Skills
Legal Research, Evidence, Courts, Investigation, Internal Investigations, Fraud, Criminal Law, Trials, Private Investigations, Enforcement, Litigation, Criminal Investigations
Education
University of La Verne 1996 — 1998
Bachelor of Applied Science (BASc), Criminology, A
James M. Fanelli, II's Wells Fargo Advisors Experience January 1989 - August 2007
Job Director
Industry Investment Management
Experience
MorganStreet Investment Advisors January 2014 - Present
U.S. Trust August 2007 - December 2013
Wells Fargo Advisors January 1989 - August 2007
Skills
Wealth Management, Investments, Banking, Alternative Investments, Asset Allocation, Portfolio Management, Asset Management, Series 7, Equities, Hedge Funds, Fixed Income, Investment Management, Mutual Funds, Investment Strategies, Investment Advisory, Wealth Management..., Securities, Capital Markets, Bloomberg, Series 63, Equity Research, High Net Worth...
Education
College of Financial Planning 2001 — 2002
Certified Financial Planning, CFP, ADPA
University of Miami 1982 — 1986
BBA, Finance
MorganStreet Investment Advisors January 2014 - Present
U.S. Trust August 2007 - December 2013
Wells Fargo Advisors January 1989 - August 2007
Skills
Wealth Management, Investments, Banking, Alternative Investments, Asset Allocation, Portfolio Management, Asset Management, Series 7, Equities, Hedge Funds, Fixed Income, Investment Management, Mutual Funds, Investment Strategies, Investment Advisory, Wealth Management..., Securities, Capital Markets, Bloomberg, Series 63, Equity Research, High Net Worth...
Education
College of Financial Planning 2001 — 2002
Certified Financial Planning, CFP, ADPA
University of Miami 1982 — 1986
BBA, Finance
Jessica Craw's Wells Fargo Advisors Experience January 2009 - April 2010
Job Head of Institutional Research Sales at Gabelli & Company
Industry Financial Services
Experience
Gabelli & Company April 2014 - Present
Gabelli & Company June 2010 - Present
Wells Fargo Advisors January 2009 - April 2010
Skills
CFA Level II Candidate, Series 7, Series 63, Series 65, Financial Services, Chartered Financial...
Education
University of Miami - School of Business 2006 — 2010
BBA, Finance
Gabelli & Company April 2014 - Present
Gabelli & Company June 2010 - Present
Wells Fargo Advisors January 2009 - April 2010
Skills
CFA Level II Candidate, Series 7, Series 63, Series 65, Financial Services, Chartered Financial...
Education
University of Miami - School of Business 2006 — 2010
BBA, Finance
Brian Morales's Wells Fargo Advisors Experience July 2006 - Present
Job Financial Advisor, First Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors July 2006 - Present
UBS Wealth Management September 1997 - July 2006
The Advisors Group 1995 - 1997
Education
University of Maryland College Park 1986 — 1991
BS
Bishop McNamara 1982 — 1986
Wells Fargo Advisors July 2006 - Present
UBS Wealth Management September 1997 - July 2006
The Advisors Group 1995 - 1997
Education
University of Maryland College Park 1986 — 1991
BS
Bishop McNamara 1982 — 1986
Ann Kozminske's Wells Fargo Advisors Experience November 2013 - July 2015
Job Business Analyst at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors November 2013 - July 2015
Magellan Health Services December 2012 - October 2013
Wells Fargo Advisors May 2011 - November 2012
CAIT Washington University February 2011 - June 2011
Bunzl Distribution NA October 2001 - February 2011
Alliance Systems & Programming September 1998 - September 2001
Skills
SQL, Testing, Agile, Business Continuity, Understanding of .Net..., Functional requirements, User Acceptance Testing, User Scenarios, Business Requirements, Oracle
Education
University of Michigan
Bachelor of Science With Distinction, Mathematics, Computer Science
University of Wisconsin-Milwaukee
MBA, Business
Wells Fargo Advisors November 2013 - July 2015
Magellan Health Services December 2012 - October 2013
Wells Fargo Advisors May 2011 - November 2012
CAIT Washington University February 2011 - June 2011
Bunzl Distribution NA October 2001 - February 2011
Alliance Systems & Programming September 1998 - September 2001
Skills
SQL, Testing, Agile, Business Continuity, Understanding of .Net..., Functional requirements, User Acceptance Testing, User Scenarios, Business Requirements, Oracle
Education
University of Michigan
Bachelor of Science With Distinction, Mathematics, Computer Science
University of Wisconsin-Milwaukee
MBA, Business
Sandra Leonard's Wells Fargo Advisors Experience June 1993 - Present
Job Retired at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors June 1993 - Present
A.G. Edwards June 1993 - March 2008
Toho Gakuen September 1978 - June 1981
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML
Education
University of Maine 1961 — 1965
Bachelor of Arts, English Literature (British and Commonwealth)
Bangor High School 1958 — 1961
Wells Fargo Advisors June 1993 - Present
A.G. Edwards June 1993 - March 2008
Toho Gakuen September 1978 - June 1981
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML
Education
University of Maine 1961 — 1965
Bachelor of Arts, English Literature (British and Commonwealth)
Bangor High School 1958 — 1961
Daniel Bakeberg's Wells Fargo Advisors Experience February 2007 - March 2011
Job Investment Specialist at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America - Merrill Lynch October 2011 - Present
Wells Fargo Advisors February 2007 - March 2011
Putnam Investments October 1999 - February 2007
Education
University of Massachusetts Boston
B.S., Accounting concentration
Bank of America - Merrill Lynch October 2011 - Present
Wells Fargo Advisors February 2007 - March 2011
Putnam Investments October 1999 - February 2007
Education
University of Massachusetts Boston
B.S., Accounting concentration
Frederick White, MS's Wells Fargo Advisors Experience August 2014 - Present
Job Business Analyst
Industry Information Technology and Services
Experience
Wells Fargo Advisors August 2014 - Present
Skills
Business Analysis, Project Management, Vendor Management, Process Improvement, Strategic Planning, Account Management, Analysis, Team Building, Microsoft Office, Networking, Risk Management, Team Leadership, Customer Service, Microsoft Excel, Business Development, Leadership, Sales Process, Sales Management, Data Analysis, Software Documentation, Management, Visio, Business Process..., SDLC, Strategy, Requirements Analysis, PowerPoint, Requirements Gathering, Integration, Mortgage Lending, IT Strategy, Business Process, ERP, IT Management, Program Management
Education
Virginia Commonwealth University - School of Business 2011 — 2012
Master of Science, Information Systems and IT Management, 3.9
University of Maryland College Park 1994 — 2000
BA, Criminology and Criminal Justice
Wells Fargo Advisors August 2014 - Present
Skills
Business Analysis, Project Management, Vendor Management, Process Improvement, Strategic Planning, Account Management, Analysis, Team Building, Microsoft Office, Networking, Risk Management, Team Leadership, Customer Service, Microsoft Excel, Business Development, Leadership, Sales Process, Sales Management, Data Analysis, Software Documentation, Management, Visio, Business Process..., SDLC, Strategy, Requirements Analysis, PowerPoint, Requirements Gathering, Integration, Mortgage Lending, IT Strategy, Business Process, ERP, IT Management, Program Management
Education
Virginia Commonwealth University - School of Business 2011 — 2012
Master of Science, Information Systems and IT Management, 3.9
University of Maryland College Park 1994 — 2000
BA, Criminology and Criminal Justice
Ryu Handong's Wells Fargo Advisors Experience July 2012 - March 2014
Job Experienced financial sales and service professional
Industry Financial Services
Experience
Union Bank April 2014 - Present
Wells Fargo Advisors July 2012 - March 2014
JPMorgan Chase & Co. April 2010 - May 2012
Education
University of Iowa 2002 — 2007
Bachelor's degree, History/Japanese Double Major
Union Bank April 2014 - Present
Wells Fargo Advisors July 2012 - March 2014
JPMorgan Chase & Co. April 2010 - May 2012
Education
University of Iowa 2002 — 2007
Bachelor's degree, History/Japanese Double Major
Meredith Xu's Wells Fargo Advisors Experience June 2009 - January 2010
Job Senior Commercial Finance Manager at Boulder Brands
Industry Consumer Goods
Experience
Boulder Brands July 2015 - Present
Boulder Brands April 2014 - July 2015
PepsiCo - Pepsi Beverages Company March 2012 - April 2014
Unilever September 2011 - March 2012
Unilever July 2010 - September 2011
Wells Fargo Advisors June 2009 - January 2010
Vocus January 2009 - August 2009
Skills
Cross-functional Team..., Strategy, Forecasting, Market Research, Corporate Finance, Analysis, Finance, Pricing, Account Management, Pricing Strategy, Budgets, Sales, Management, Negotiation, Marketing Strategy
Education
University of Maryland College Park 2006 — 2010
Bachelor of Science (B.S.), International Business, Finance, and Art History
Boulder Brands July 2015 - Present
Boulder Brands April 2014 - July 2015
PepsiCo - Pepsi Beverages Company March 2012 - April 2014
Unilever September 2011 - March 2012
Unilever July 2010 - September 2011
Wells Fargo Advisors June 2009 - January 2010
Vocus January 2009 - August 2009
Skills
Cross-functional Team..., Strategy, Forecasting, Market Research, Corporate Finance, Analysis, Finance, Pricing, Account Management, Pricing Strategy, Budgets, Sales, Management, Negotiation, Marketing Strategy
Education
University of Maryland College Park 2006 — 2010
Bachelor of Science (B.S.), International Business, Finance, and Art History
Holly Kangas's Wells Fargo Advisors Experience May 2010 - October 2010
Job Controller at Eldermark Software
Industry Computer Software
Experience
Eldermark Software October 2010 - Present
Cellular Communications May 2010 - April 2011
Wells Fargo Advisors May 2010 - October 2010
Skills
Microsoft Office, Financial Analysis, Customer Service, Accounting, Microsoft Excel, Social Media, Access, Outlook, Insurance, PowerPoint, QuickBooks, Microsoft Word, Process Improvement, Budgets, ADP Payroll, Accounts Receivable, Accounts Payable, Sales & Use Tax..., Strategic Planning, Forecasting, Team Building, Marketing, Sales, Coaching
Education
Jamestown College 2007 — 2011
Bachelor of Arts, Accounting, Financial Planning & Wealth Management, Business, and Leadership
Berthold High School
Valedictorian
Eldermark Software October 2010 - Present
Cellular Communications May 2010 - April 2011
Wells Fargo Advisors May 2010 - October 2010
Skills
Microsoft Office, Financial Analysis, Customer Service, Accounting, Microsoft Excel, Social Media, Access, Outlook, Insurance, PowerPoint, QuickBooks, Microsoft Word, Process Improvement, Budgets, ADP Payroll, Accounts Receivable, Accounts Payable, Sales & Use Tax..., Strategic Planning, Forecasting, Team Building, Marketing, Sales, Coaching
Education
Jamestown College 2007 — 2011
Bachelor of Arts, Accounting, Financial Planning & Wealth Management, Business, and Leadership
Berthold High School
Valedictorian
Jai Rajasekaran's Wells Fargo Advisors Experience February 2010 - June 2010
Job Risk Data Architect at Bank of America
Industry Banking
Experience
Bank of America April 2012 - Present
Waste Management June 2011 - March 2012
IBM December 2010 - May 2011
Express Scripts June 2010 - November 2010
Wells Fargo Advisors February 2010 - June 2010
American Airlines October 2009 - January 2010
USDA August 2003 - September 2009
Michigan Department of Transportation March 1999 - July 2003
Evans CPA January 1999 - March 1999
Central Bank of India November 1997 - December 1998
Skills
Master Data Management, Data Warehouse..., Data Modeling, Dimensional Modeling, Data Quality, Data Warehousing, Data Marts, Data Standards, Metadata Management, OLTP, OLAP, Data Architecture
Education
University of Madras
Masters, Public Adminstration
Aptech Education
Masters Diploma, Software Engineering
Bank of America April 2012 - Present
Waste Management June 2011 - March 2012
IBM December 2010 - May 2011
Express Scripts June 2010 - November 2010
Wells Fargo Advisors February 2010 - June 2010
American Airlines October 2009 - January 2010
USDA August 2003 - September 2009
Michigan Department of Transportation March 1999 - July 2003
Evans CPA January 1999 - March 1999
Central Bank of India November 1997 - December 1998
Skills
Master Data Management, Data Warehouse..., Data Modeling, Dimensional Modeling, Data Quality, Data Warehousing, Data Marts, Data Standards, Metadata Management, OLTP, OLAP, Data Architecture
Education
University of Madras
Masters, Public Adminstration
Aptech Education
Masters Diploma, Software Engineering
Gary Havas's Wells Fargo Advisors Experience February 2007 - Present
Job Vice President at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors February 2007 - Present
Education
University of Maryland College Park 1973 — 1978
Bachelor of Science (B.S.), Business Administration
Wells Fargo Advisors February 2007 - Present
Education
University of Maryland College Park 1973 — 1978
Bachelor of Science (B.S.), Business Administration
Don Boivin's Wells Fargo Advisors Experience June 2014 - Present
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors June 2014 - Present
1st Discount Brokerage, Inc September 2012 - October 2013
Education
University of Maryland College Park
Bachelor of Arts (B.A.), Economics
Wells Fargo Advisors June 2014 - Present
1st Discount Brokerage, Inc September 2012 - October 2013
Education
University of Maryland College Park
Bachelor of Arts (B.A.), Economics
David Strimple's Wells Fargo Advisors Experience 2008 - 2012
Job Senior Associate PWC, Retail Banking Strategy
Industry Banking
Experience
Asia Pacific Economic Corporation - Business Advisory Council (ABAC) February 2013 - February 2014
Wells Fargo 2008 - 2012
Wells Fargo Advisors 2008 - 2012
Skills
Series 7, Series 66, Wealth Management, Private Banking, Strategic Financial..., Financial Analysis, Investments, Equities, Finance, Asset Allocation, Licensed Life & Health...
Education
USC Marshall School of Business 2012 — 2014
MBA
University of Miami 2004 — 2007
Bachelor's degree, Finance, General
Asia Pacific Economic Corporation - Business Advisory Council (ABAC) February 2013 - February 2014
Wells Fargo 2008 - 2012
Wells Fargo Advisors 2008 - 2012
Skills
Series 7, Series 66, Wealth Management, Private Banking, Strategic Financial..., Financial Analysis, Investments, Equities, Finance, Asset Allocation, Licensed Life & Health...
Education
USC Marshall School of Business 2012 — 2014
MBA
University of Miami 2004 — 2007
Bachelor's degree, Finance, General
James Craven's Wells Fargo Advisors Experience January 2014 - Present
Job Head of Regional Banking Directors, SVP Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2014 - Present
Skills
Series 7
Education
University of Miami
University of Villanova
Master of Business Administration (MBA)
Wells Fargo Advisors January 2014 - Present
Skills
Series 7
Education
University of Miami
University of Villanova
Master of Business Administration (MBA)
Terry Roth's Wells Fargo Advisors Experience February 2014 - Present
Job Senior Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors February 2014 - Present
UBS 2000 - March 2013
Skills
Equities, Investments
Education
Walsh College of Accountancy and Business Administration 1991 — 1994
Master's degree, Finance, General, 3.8
University of Michigan 1980 — 1982
Bachelor of Business Administration (B.B.A.), Accounting and Finance, 3.4
Wells Fargo Advisors February 2014 - Present
UBS 2000 - March 2013
Skills
Equities, Investments
Education
Walsh College of Accountancy and Business Administration 1991 — 1994
Master's degree, Finance, General, 3.8
University of Michigan 1980 — 1982
Bachelor of Business Administration (B.B.A.), Accounting and Finance, 3.4
Caitlin Simms's Wells Fargo Advisors Experience March 2007 - January 2009
Job Project Manager at Zulahoo, Inc.
Industry Information Technology and Services
Experience
Zulahoo Inc., January 2015 - Present
Mortgage Contracting Services March 2014 - January 2015
Mortgage Contracting Services June 2013 - March 2014
Sperlonga Data & Analytics March 2012 - June 2013
Sallie Mae May 2011 - February 2012
Marlon Simms Inspections December 2009 - June 2011
Mortgage Contracting Services July 2009 - December 2009
Wells Fargo Advisors March 2007 - January 2009
Skills
Customer Service, Databases, Microsoft Office, Web Design, Windows, Outlook, Vendor Management, Property Management, Communication Skills, CRM, Internal Communications, Employee Training, Procedure Manuals, MySQL, HTML scripting, CSS, Asset Management, Training Manuals, HUD Foreclosures, BPO, JavaScript, GIMP, PHP, WAMP, Eclipse, Java, HTML, Web Development, Social Media, Research, Manual Drafting, Training, Web Application Design, jQuery, Adobe Creative Suite, SharePoint, MS Project, SQL, Project Management, Testing, Process Improvement, Analysis, User Acceptance Testing
Education
Wilmington University 2012 — 2014
Bachelor of Science (B.S.), Web Information Systems
University of Mary-Hardin Baylor 2005 — 2009
Bachelor of Business Administration (BBA), Finance, General
Zulahoo Inc., January 2015 - Present
Mortgage Contracting Services March 2014 - January 2015
Mortgage Contracting Services June 2013 - March 2014
Sperlonga Data & Analytics March 2012 - June 2013
Sallie Mae May 2011 - February 2012
Marlon Simms Inspections December 2009 - June 2011
Mortgage Contracting Services July 2009 - December 2009
Wells Fargo Advisors March 2007 - January 2009
Skills
Customer Service, Databases, Microsoft Office, Web Design, Windows, Outlook, Vendor Management, Property Management, Communication Skills, CRM, Internal Communications, Employee Training, Procedure Manuals, MySQL, HTML scripting, CSS, Asset Management, Training Manuals, HUD Foreclosures, BPO, JavaScript, GIMP, PHP, WAMP, Eclipse, Java, HTML, Web Development, Social Media, Research, Manual Drafting, Training, Web Application Design, jQuery, Adobe Creative Suite, SharePoint, MS Project, SQL, Project Management, Testing, Process Improvement, Analysis, User Acceptance Testing
Education
Wilmington University 2012 — 2014
Bachelor of Science (B.S.), Web Information Systems
University of Mary-Hardin Baylor 2005 — 2009
Bachelor of Business Administration (BBA), Finance, General
evan wuhl's Wells Fargo Advisors Experience December 2011 - Present
Job managing director at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors December 2011 - Present
Education
University of Maryland College Park 1975 — 1977
ba in political science and business administration
Wells Fargo Advisors December 2011 - Present
Education
University of Maryland College Park 1975 — 1977
ba in political science and business administration
Tom Randolph's Wells Fargo Advisors Experience April 1999 - March 2011
Job open at Cedar Rapdis/Iowa City
Industry Information Technology and Services
Experience
Open November 2014 - Present
Marco, Inc. April 2013 - June 2014
Stefanini May 2012 - April 2013
Business Systems, Inc ( Acquired by Marconet) August 2011 - May 2012
Wells Fargo Advisors April 1999 - March 2011
CompuCom June 1988 - January 1999
Skills
Sales, Sales Management, IT Solutions, Desktop Support..., Analysis, IT Service Management, Sales Presentations, Managed Services, CRM, Direct Sales, Sales Operations, Cold Calling, Account Management, Solution Selling, Time Management, Computer Hardware, Selling, New Business Development, Sales Process, Management, Business Development, B2B, Lead Generation, Leadership, Customer Satisfaction, Consulting, Salesforce.com, Training, Building Relationships, Team Leadership, Team Building, Marketing, Cross-functional Team..., Business Planning, Customer Service, Marketing Strategy, Business Strategy, Business Analysis, Strategic Planning, Project Management, Entrepreneurship
Education
University of Iowa - Henry B. Tippie College of Business 1982 — 1988
Marketing, Business, Management, Marketing, and Related Support Services
Anamosa high school 1971 — 1975
High School degree
Open November 2014 - Present
Marco, Inc. April 2013 - June 2014
Stefanini May 2012 - April 2013
Business Systems, Inc ( Acquired by Marconet) August 2011 - May 2012
Wells Fargo Advisors April 1999 - March 2011
CompuCom June 1988 - January 1999
Skills
Sales, Sales Management, IT Solutions, Desktop Support..., Analysis, IT Service Management, Sales Presentations, Managed Services, CRM, Direct Sales, Sales Operations, Cold Calling, Account Management, Solution Selling, Time Management, Computer Hardware, Selling, New Business Development, Sales Process, Management, Business Development, B2B, Lead Generation, Leadership, Customer Satisfaction, Consulting, Salesforce.com, Training, Building Relationships, Team Leadership, Team Building, Marketing, Cross-functional Team..., Business Planning, Customer Service, Marketing Strategy, Business Strategy, Business Analysis, Strategic Planning, Project Management, Entrepreneurship
Education
University of Iowa - Henry B. Tippie College of Business 1982 — 1988
Marketing, Business, Management, Marketing, and Related Support Services
Anamosa high school 1971 — 1975
High School degree
Robert Knizak's Wells Fargo Advisors Experience February 2000 - Present
Job Senior Vice President Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors February 2000 - Present
Education
University of Massachusetts, Amherst 1985 — 1988
Bachelor's degree, Finance, General
Wells Fargo Advisors February 2000 - Present
Education
University of Massachusetts, Amherst 1985 — 1988
Bachelor's degree, Finance, General
Kris Heide's Wells Fargo Advisors Experience
Job Senior Client Associate at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors
Skills
Series 7, Wealth Management, Customer Service, Financial Services, Portfolio Management, Series 63, Finance, Banking, Investments, Retirement Planning, Risk Management, Financial Analysis, Mutual Funds, Asset Management, Financial Planning
Education
University of Indianapolis
Univesity of Indianapolis
Wells Fargo Advisors
Skills
Series 7, Wealth Management, Customer Service, Financial Services, Portfolio Management, Series 63, Finance, Banking, Investments, Retirement Planning, Risk Management, Financial Analysis, Mutual Funds, Asset Management, Financial Planning
Education
University of Indianapolis
Univesity of Indianapolis
Kristine Olson's Wells Fargo Advisors Experience February 1994 - March 2000
Job Licensed Esthetician
Industry Health, Wellness and Fitness
Experience
Spa Réveil November 2014 - Present
Austin Lyric Opera August 1998 - Present
JPMorgan Chase March 2000 - December 2013
Wells Fargo Advisors February 1994 - March 2000
University Federal Credit Union August 1993 - February 1994
Skills
Building Relationships, Cash Management, Cash Handling Experience, Operations Management, Customer Service, Sales Operations, Auditing, Employee Training, Hiring Personnel, Peer Mentoring, Increased Profitability, Interviews, Increasing Operational..., Expense Reports, Expense Management
Education
University of Michigan 1983 — 1987
3 years undergraduate studies, Voice and Opera
Spa Réveil November 2014 - Present
Austin Lyric Opera August 1998 - Present
JPMorgan Chase March 2000 - December 2013
Wells Fargo Advisors February 1994 - March 2000
University Federal Credit Union August 1993 - February 1994
Skills
Building Relationships, Cash Management, Cash Handling Experience, Operations Management, Customer Service, Sales Operations, Auditing, Employee Training, Hiring Personnel, Peer Mentoring, Increased Profitability, Interviews, Increasing Operational..., Expense Reports, Expense Management
Education
University of Michigan 1983 — 1987
3 years undergraduate studies, Voice and Opera
Terrence Callahan's Wells Fargo Advisors Experience February 2012 - December 2014
Job Financial Services Professional
Industry Financial Services
Experience
Financial Services Professional December 2014 - Present
Wells Fargo Advisors February 2012 - December 2014
Wells Fargo November 2010 - February 2012
Education
University of Iowa
Bachelor's Degree, English
Financial Services Professional December 2014 - Present
Wells Fargo Advisors February 2012 - December 2014
Wells Fargo November 2010 - February 2012
Education
University of Iowa
Bachelor's Degree, English
Bernard Levine's Wells Fargo Advisors Experience January 2008 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 2008 - Present
Skills
Retirement Planning, Finance, Financial Analysis, Mutual Funds, Risk Management, Equities
Education
University of Miami 1967 — 1969
Bachelor of Arts (B.A.), History
Wells Fargo Advisors January 2008 - Present
Skills
Retirement Planning, Finance, Financial Analysis, Mutual Funds, Risk Management, Equities
Education
University of Miami 1967 — 1969
Bachelor of Arts (B.A.), History
Sarah Ivy's Wells Fargo Advisors Experience August 2015 - Present
Job Marketing and Research Intern at Element Six Creative Group
Industry
Experience
Wells Fargo Advisors August 2015 - Present
Bursar Office at The University Of Massachusetts March 2015 - Present
The Dairy at Lake Hiawatha May 2011 - Present
Element Six Creative Group May 2015 - July 2015
Skills
Microsoft Word, Customer Service, Microsoft Office, Microsoft Excel, Management, JavaScript, Microsoft Expression Web, Microsoft Access, Teamwork, Research, Time Management
Education
University of Massachusetts, Amherst 2013 — 2017
Bachelor's degree, Resource Economics, Junior
Montville Township High School 2010 — 2013
Wells Fargo Advisors August 2015 - Present
Bursar Office at The University Of Massachusetts March 2015 - Present
The Dairy at Lake Hiawatha May 2011 - Present
Element Six Creative Group May 2015 - July 2015
Skills
Microsoft Word, Customer Service, Microsoft Office, Microsoft Excel, Management, JavaScript, Microsoft Expression Web, Microsoft Access, Teamwork, Research, Time Management
Education
University of Massachusetts, Amherst 2013 — 2017
Bachelor's degree, Resource Economics, Junior
Montville Township High School 2010 — 2013
Starwood Hotels & Resorts Worldwide, Inc.
Wells Fargo Advisors, LLC
Raytheon Missile Systems
Starwood Hotels & Resorts
Wachovia Securities, LLC
Carestream Health
Pershing
NEC Corporation of America