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
Shawn Goffinet Shawn Goffinet's Wells Fargo Advisors Experience 2005 - 2007
Job Relationship Manager at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust March 2015 - Present
Wells Fargo Corporate Trust July 2010 - March 2015
Wells Fargo 2007 - 2010
Wells Fargo Advisors 2005 - 2007
Skills
Mutual Funds
Education
University of Minnesota-Duluth 1999 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Wilmington Trust March 2015 - Present
Wells Fargo Corporate Trust July 2010 - March 2015
Wells Fargo 2007 - 2010
Wells Fargo Advisors 2005 - 2007
Skills
Mutual Funds
Education
University of Minnesota-Duluth 1999 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Krystle Jackson Krystle Jackson's Wells Fargo Advisors Experience November 2009 - Present
Job Operations Specialist at WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC)
Industry Financial Services
Experience
Wells Fargo Advisors November 2009 - Present
Dave & Busters 2006 - 2014
YMCA - School-Aged Childcare July 2006 - November 2009
Jackson Hewitt Tax Service January 2006 - April 2009
Skills
Outlook, Customer Service, Spreadsheets, Microsoft Excel, Microsoft Word, Telephone Skills, Sales, Teamwork, Securities, Finance, Inventory Management, Project Management, Training, Social Media, Social Media Marketing, Social Networking, Fundraising, Leadership, Public Relations, Time Management
Education
University of Missouri - St 2006 — 2008
Bachelor, Liberal Studies - Communication, Theatre & Dance
University of Missouri-Columbia 2003 — 2006
Business Management
Wells Fargo Advisors November 2009 - Present
Dave & Busters 2006 - 2014
YMCA - School-Aged Childcare July 2006 - November 2009
Jackson Hewitt Tax Service January 2006 - April 2009
Skills
Outlook, Customer Service, Spreadsheets, Microsoft Excel, Microsoft Word, Telephone Skills, Sales, Teamwork, Securities, Finance, Inventory Management, Project Management, Training, Social Media, Social Media Marketing, Social Networking, Fundraising, Leadership, Public Relations, Time Management
Education
University of Missouri - St 2006 — 2008
Bachelor, Liberal Studies - Communication, Theatre & Dance
University of Missouri-Columbia 2003 — 2006
Business Management
Connor Herman Connor Herman's Wells Fargo Advisors Experience October 2014 - Present
Job Financial Services Intern at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors October 2014 - Present
Skills
Investments, Financial Analysis, Microsoft Office, Video Editing, Teamwork, Photoshop, Research, Portfolio Management, French, Event Planning, Morningstar, Risk Management, SmartStation, Customer Service, Microsoft Excel
Education
University of Minnesota - Carlson School of Management 2013 — 2017
Bachelor's degree, Finance, General
University of Minnesota - Carlson School of Management 2013 — 2017
Finance, General
Wells Fargo Advisors October 2014 - Present
Skills
Investments, Financial Analysis, Microsoft Office, Video Editing, Teamwork, Photoshop, Research, Portfolio Management, French, Event Planning, Morningstar, Risk Management, SmartStation, Customer Service, Microsoft Excel
Education
University of Minnesota - Carlson School of Management 2013 — 2017
Bachelor's degree, Finance, General
University of Minnesota - Carlson School of Management 2013 — 2017
Finance, General
Andrew James Housh Andrew James Housh's Wells Fargo Advisors Experience August 2011 - May 2013
Job Consultant at Deloitte
Industry Financial Services
Experience
Deloitte August 2015 - Present
Deloitte August 2013 - August 2015
Carlson Ventures Enterprise March 2012 - May 2013
Wells Fargo Advisors August 2011 - May 2013
401(k) Plan Professionals August 2011 - May 2013
Deloitte Consulting LLP June 2012 - August 2012
Skills
Microsoft Office, Strategy, Research, Finance, Financial Analysis, Leadership, Market Research, Teamwork, Financial Modeling, Business Strategy, Consulting, Social Media, Time Management
Education
University of Minnesota - Carlson School of Management 2009 — 2013
Bachelor's of Science, Business, Finance
Saint Thomas Academy 2003 — 2009
Deloitte August 2015 - Present
Deloitte August 2013 - August 2015
Carlson Ventures Enterprise March 2012 - May 2013
Wells Fargo Advisors August 2011 - May 2013
401(k) Plan Professionals August 2011 - May 2013
Deloitte Consulting LLP June 2012 - August 2012
Skills
Microsoft Office, Strategy, Research, Finance, Financial Analysis, Leadership, Market Research, Teamwork, Financial Modeling, Business Strategy, Consulting, Social Media, Time Management
Education
University of Minnesota - Carlson School of Management 2009 — 2013
Bachelor's of Science, Business, Finance
Saint Thomas Academy 2003 — 2009
Tony Molina, CPA Tony Molina, CPA's Wells Fargo Advisors Experience October 2013 - August 2014
Job Senior Staff Auditor at Crowe Horwath LLP
Industry Financial Services
Experience
Crowe Horwath LLP May 2015 - Present
Wells Fargo August 2014 - April 2015
Wells Fargo Advisors October 2013 - August 2014
BKD CPAs & Advisors January 2011 - October 2013
Deloitte & Touche June 2010 - August 2010
RubinBrown LLP June 2009 - August 2009
Skills
Wealth Accumulation..., Retirement Planning, Asset Allocation, 401k Rollovers, Investment Advisory, Roth IRA, 529 Plans, IRAs
Education
University of Missouri-Columbia 2005 — 2010
Masters of Accountancy, Accounting
St. Louis University High School 2001 — 2005
Crowe Horwath LLP May 2015 - Present
Wells Fargo August 2014 - April 2015
Wells Fargo Advisors October 2013 - August 2014
BKD CPAs & Advisors January 2011 - October 2013
Deloitte & Touche June 2010 - August 2010
RubinBrown LLP June 2009 - August 2009
Skills
Wealth Accumulation..., Retirement Planning, Asset Allocation, 401k Rollovers, Investment Advisory, Roth IRA, 529 Plans, IRAs
Education
University of Missouri-Columbia 2005 — 2010
Masters of Accountancy, Accounting
St. Louis University High School 2001 — 2005
Clifford Muzik Clifford Muzik's Wells Fargo Advisors Experience July 2013 - November 2013
Job Rotational Development Trainee at Cardinal Building Material
Industry Capital Markets
Experience
Kennedy Capital Management December 2014 - Present
Cardinal Building Material July 2014 - December 2014
Scottrade December 2013 - July 2014
Wells Fargo Advisors July 2013 - November 2013
Wells Fargo Advisors May 2012 - August 2012
Skills
Leadership, Research, PowerPoint, Finance, Capital Markets, Microsoft Excel, Cost Basis Reporting, Financial Reporting, Investment Strategies, Oral and Written..., Financial Markets, Investments, Analysis, Financial Analysis, Financial Services, Portfolio Management, Public Speaking, Customer Service, Microsoft Word, Social Media, Microsoft Office
Education
University of Missouri-Columbia 2009 — 2013
Bachelor's degree, Finance, General
University of Newcastle 2011 — 2011
International Business core courses
Kennedy Capital Management December 2014 - Present
Cardinal Building Material July 2014 - December 2014
Scottrade December 2013 - July 2014
Wells Fargo Advisors July 2013 - November 2013
Wells Fargo Advisors May 2012 - August 2012
Skills
Leadership, Research, PowerPoint, Finance, Capital Markets, Microsoft Excel, Cost Basis Reporting, Financial Reporting, Investment Strategies, Oral and Written..., Financial Markets, Investments, Analysis, Financial Analysis, Financial Services, Portfolio Management, Public Speaking, Customer Service, Microsoft Word, Social Media, Microsoft Office
Education
University of Missouri-Columbia 2009 — 2013
Bachelor's degree, Finance, General
University of Newcastle 2011 — 2011
International Business core courses
Jess Albrecht's Wells Fargo Advisors Experience August 2013 - Present
Job Financial Advisor with The AlbrechtRifelj Wealth Management Group at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors August 2013 - Present
Education
University of Wisconsin-Madison 1999 — 2002
BA, Journalism- Strategic Communications
University of Minnesota-Twin Cities 1998 — 1999
Catholic Memorial 1994 — 1998
Wells Fargo Advisors August 2013 - Present
Education
University of Wisconsin-Madison 1999 — 2002
BA, Journalism- Strategic Communications
University of Minnesota-Twin Cities 1998 — 1999
Catholic Memorial 1994 — 1998
Aaron Lindeman Aaron Lindeman's Wells Fargo Advisors Experience 2014 - Present
Job Financial Advisor at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Advisors 2014 - Present
Skills
Finance
Education
University of Minnesota Duluth
Wells Fargo Advisors 2014 - Present
Skills
Finance
Education
University of Minnesota Duluth
Connie Housley's Wells Fargo Advisors Experience August 2014 - Present
Job Communication Analyst at Wells Fargo Advisors
Industry Marketing and Advertising
Experience
Wells Fargo Advisors August 2014 - Present
Ellis Library Security May 2013 - June 2014
Ellis Library January 2013 - May 2013
Word Marketing August 2012 - December 2012
Skills
Social Media, Facebook, Social Media Marketing, Training, Photography, Marketing Communications, Microsoft Office, Marketing Strategy, Press Releases, PowerPoint, Account Management, Time Management, Customer Service, Marketing, Media Relations, Event Planning, Graphic Design, Social Networking, Public Speaking, Teamwork, Event Management, Public Relations
Education
University of Missouri-Columbia 2010 — 2014
Bachelor of Journalism, Strategic Communication
Missouri School of Business
Minor in Business
Wells Fargo Advisors August 2014 - Present
Ellis Library Security May 2013 - June 2014
Ellis Library January 2013 - May 2013
Word Marketing August 2012 - December 2012
Skills
Social Media, Facebook, Social Media Marketing, Training, Photography, Marketing Communications, Microsoft Office, Marketing Strategy, Press Releases, PowerPoint, Account Management, Time Management, Customer Service, Marketing, Media Relations, Event Planning, Graphic Design, Social Networking, Public Speaking, Teamwork, Event Management, Public Relations
Education
University of Missouri-Columbia 2010 — 2014
Bachelor of Journalism, Strategic Communication
Missouri School of Business
Minor in Business
Michael Heiser Michael Heiser's Wells Fargo Advisors Experience August 2010 - January 2012
Job Compliance and Risk Manager at RBC Correspondent and Advisor Services
Industry Financial Services
Experience
RBC Capital Markets 2012 - Present
Wells Fargo Advisors August 2010 - January 2012
Morgan Stanley Smith Barney July 2008 - August 2010
Morgan Stanley April 2006 - July 2008
Morgan Stanley July 2004 - April 2006
Morgan Stanley May 2002 - June 2004
Morgan Stanley June 2001 - May 2002
Financial Industry Regulatory Authority March 2000 - March 2001
LPL Financial May 1998 - March 2000
Merrill Lynch June 1997 - March 1998
Skills
Series 7, Series 24, Series 8, Series 65, Series 63, Series 3, FINRA, Mutual Funds, Securities, Financial Risk, Equities, Hedge Funds, AML, Alternative Investments, Financial Services
Education
University of Minnesota-Twin Cities
RBC Capital Markets 2012 - Present
Wells Fargo Advisors August 2010 - January 2012
Morgan Stanley Smith Barney July 2008 - August 2010
Morgan Stanley April 2006 - July 2008
Morgan Stanley July 2004 - April 2006
Morgan Stanley May 2002 - June 2004
Morgan Stanley June 2001 - May 2002
Financial Industry Regulatory Authority March 2000 - March 2001
LPL Financial May 1998 - March 2000
Merrill Lynch June 1997 - March 1998
Skills
Series 7, Series 24, Series 8, Series 65, Series 63, Series 3, FINRA, Mutual Funds, Securities, Financial Risk, Equities, Hedge Funds, AML, Alternative Investments, Financial Services
Education
University of Minnesota-Twin Cities
Jason Berg Jason Berg's Wells Fargo Advisors Experience February 2013 - October 2013
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2013 - Present
Wells Fargo Advisors February 2013 - October 2013
Wells Fargo Advisors August 2011 - February 2013
Skills
Financial Reporting, Financial Analysis, Financial Modeling, Finance, Roth IRA, Traditional IRA, 401k Rollovers, Mutual Funds, ETFs, Asset Allocation, Wealth Accumulation...
Education
University of Missouri-Columbia 2007 — 2011
Bachelor's degree, Finance, General
Wells Fargo Advisors, LLC October 2013 - Present
Wells Fargo Advisors February 2013 - October 2013
Wells Fargo Advisors August 2011 - February 2013
Skills
Financial Reporting, Financial Analysis, Financial Modeling, Finance, Roth IRA, Traditional IRA, 401k Rollovers, Mutual Funds, ETFs, Asset Allocation, Wealth Accumulation...
Education
University of Missouri-Columbia 2007 — 2011
Bachelor's degree, Finance, General
Jack Gorsuch Jr Jack Gorsuch Jr's Wells Fargo Advisors Experience 2008 - 2009
Job Financial Advisor / Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2009 - Present
Wells Fargo Advisors 2008 - 2009
A.G. Edwards 2004 - 2008
Morgan Stanley 1995 - 2004
A.G. Edwards 1979 - 1995
Skills
Finacial Advice, Wealth Management..., Retirement Planning, Wealth Management, Series 7, Investments, Mutual Funds, Retirement, Investment Advisory, Financial Planning, Finance, Asset Allocation
Education
University of Missouri-Columbia
Ameriprise Financial Services, Inc. December 2009 - Present
Wells Fargo Advisors 2008 - 2009
A.G. Edwards 2004 - 2008
Morgan Stanley 1995 - 2004
A.G. Edwards 1979 - 1995
Skills
Finacial Advice, Wealth Management..., Retirement Planning, Wealth Management, Series 7, Investments, Mutual Funds, Retirement, Investment Advisory, Financial Planning, Finance, Asset Allocation
Education
University of Missouri-Columbia
Liza Lankford Liza Lankford's Wells Fargo Advisors Experience June 2012 - July 2013
Job Editor Operations Analyst at Answers.com
Industry Internet
Experience
Answers.com July 2013 - Present
Wells Fargo Advisors June 2012 - July 2013
Wells Fargo Advisors March 2011 - June 2012
Wells Fargo Advisors 2005 - March 2011
A.G. Edwards 2004 - 2005
Skills
Training, Editing, Microsoft Office, Copy Editing, Exceptional written and..., Strong analytical and..., Customer Service, Workshop Facilitation, Intermediate Spanish..., Microsoft Excel, Microsoft Word, English Literature, Google Groups, Photography, Video Editing, Community Moderation, DBVisualizer, Google Analytics, Mail Merge, Community Management, Project Management
Education
Webster University 2001 — 2004
B.A. English, English - Literature
University of Missouri-Columbia 2000 — 2001
Answers.com July 2013 - Present
Wells Fargo Advisors June 2012 - July 2013
Wells Fargo Advisors March 2011 - June 2012
Wells Fargo Advisors 2005 - March 2011
A.G. Edwards 2004 - 2005
Skills
Training, Editing, Microsoft Office, Copy Editing, Exceptional written and..., Strong analytical and..., Customer Service, Workshop Facilitation, Intermediate Spanish..., Microsoft Excel, Microsoft Word, English Literature, Google Groups, Photography, Video Editing, Community Moderation, DBVisualizer, Google Analytics, Mail Merge, Community Management, Project Management
Education
Webster University 2001 — 2004
B.A. English, English - Literature
University of Missouri-Columbia 2000 — 2001
Brad B. Lott, CFP®'s Wells Fargo Advisors Experience November 1999 - Present
Job Financial Advisor and First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors November 1999 - Present
LanConnects January 1995 - September 1999
Education
University of Mississippi 1990 — 1994
Bachelor of Business Administration (B.B.A.)
Wells Fargo Advisors November 1999 - Present
LanConnects January 1995 - September 1999
Education
University of Mississippi 1990 — 1994
Bachelor of Business Administration (B.B.A.)
John Raetz John Raetz's Wells Fargo Advisors Experience May 2014 - Present
Job Senior Financial Advisor, Senior Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors May 2014 - Present
JPMorgan February 2007 - May 2014
Ameriprise Financial Services, Inc. November 2004 - February 2007
Skills
Investments, Finance, Equities, Asset Allocation, Fixed Income, Securities, Wealth Transfer, Portfolio Construction, Portfolio Analysis, Wealth Planning
Education
University of Missouri-Columbia 1997 — 2001
Bachelor of Science
Wells Fargo Advisors May 2014 - Present
JPMorgan February 2007 - May 2014
Ameriprise Financial Services, Inc. November 2004 - February 2007
Skills
Investments, Finance, Equities, Asset Allocation, Fixed Income, Securities, Wealth Transfer, Portfolio Construction, Portfolio Analysis, Wealth Planning
Education
University of Missouri-Columbia 1997 — 2001
Bachelor of Science
Tracy Johns Tracy Johns's Wells Fargo Advisors Experience May 2003 - Present
Job Financial Advisor, Asst Vice President ~ Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors May 2003 - Present
Morgan Stanley August 1996 - May 2003
Skills
Asset Allocation, Relationship Management, Financial Services, Strategic Planning, Fixed Income, Investments, Risk Management, Securities, Retirement Planning, Finance, Professional Women, 401k Rollovers, Investment Strategies
Education
University of Minnesota-Twin Cities
Bachelor of Science, Business & Communications
Wells Fargo Advisors May 2003 - Present
Morgan Stanley August 1996 - May 2003
Skills
Asset Allocation, Relationship Management, Financial Services, Strategic Planning, Fixed Income, Investments, Risk Management, Securities, Retirement Planning, Finance, Professional Women, 401k Rollovers, Investment Strategies
Education
University of Minnesota-Twin Cities
Bachelor of Science, Business & Communications
Gary Wilder's Wells Fargo Advisors Experience April 2007 - April 2009
Job Consultant
Industry Financial Services
Experience
GW Consulting April 2009 - Present
Wells Fargo Advisors April 2007 - April 2009
AG Edwards August 1978 - April 2007
Skills
Retirement Planning, Project Planning, Mutual Funds, Leadership, Insurance
Education
University of Missouri-Columbia 1969 — 1972
BS, MS, College of Business/College of Agricultural
GW Consulting April 2009 - Present
Wells Fargo Advisors April 2007 - April 2009
AG Edwards August 1978 - April 2007
Skills
Retirement Planning, Project Planning, Mutual Funds, Leadership, Insurance
Education
University of Missouri-Columbia 1969 — 1972
BS, MS, College of Business/College of Agricultural
Ashley Ludwig Ashley Ludwig's Wells Fargo Advisors Experience October 2008 - June 2009
Job Senior Compliance Examiner at Stifel
Industry Financial Services
Experience
Stifel Financial Corp. December 2013 - Present
Stifel Nicolaus July 2011 - December 2013
Stifel Nicolaus November 2010 - June 2011
Stifel Nicolaus June 2009 - November 2010
Wells Fargo Advisors October 2008 - June 2009
Skills
Series 7, Series 66, Series 9, Series 10
Education
University of Missouri-Columbia 2003 — 2007
Bachelor of Arts, Sociology
Stifel Financial Corp. December 2013 - Present
Stifel Nicolaus July 2011 - December 2013
Stifel Nicolaus November 2010 - June 2011
Stifel Nicolaus June 2009 - November 2010
Wells Fargo Advisors October 2008 - June 2009
Skills
Series 7, Series 66, Series 9, Series 10
Education
University of Missouri-Columbia 2003 — 2007
Bachelor of Arts, Sociology
Kyle Mooney's Wells Fargo Advisors Experience 2011 - 2012
Job Licensed Financial Consultant at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank 2012 - Present
Wells Fargo Advisors 2011 - 2012
Skills
Series 7 licensed, Series 66 licensed
Education
University of Missouri-Columbia 2006 — 2010
Bachelor of Arts (B.A.), Mass Communication/Media Studies, 3.34
St. Pius X High School
Fifth Third Bank 2012 - Present
Wells Fargo Advisors 2011 - 2012
Skills
Series 7 licensed, Series 66 licensed
Education
University of Missouri-Columbia 2006 — 2010
Bachelor of Arts (B.A.), Mass Communication/Media Studies, 3.34
St. Pius X High School
Katie Van Horn's Wells Fargo Advisors Experience December 2012 - August 2013
Job Sales Operations Business Analyst at HomeAway.com
Industry Leisure, Travel & Tourism
Experience
HomeAway.com September 2013 - Present
Wells Fargo Advisors December 2012 - August 2013
Wells Fargo Advisors November 2011 - December 2012
Wells Fargo Advisors February 2009 - November 2011
Skills
Project Management, Software Development..., Business Process..., Strategic Planning, HTML, SQL, Access, SharePoint, Salesforce.com, Analysis
Education
University of Missouri - St. Louis 2012 — 2013
Certificate in Web Programming and Databases
University of Missouri-Columbia 2003 — 2007
Bachelor's degree, International Business
St. Joseph's Academy
HomeAway.com September 2013 - Present
Wells Fargo Advisors December 2012 - August 2013
Wells Fargo Advisors November 2011 - December 2012
Wells Fargo Advisors February 2009 - November 2011
Skills
Project Management, Software Development..., Business Process..., Strategic Planning, HTML, SQL, Access, SharePoint, Salesforce.com, Analysis
Education
University of Missouri - St. Louis 2012 — 2013
Certificate in Web Programming and Databases
University of Missouri-Columbia 2003 — 2007
Bachelor's degree, International Business
St. Joseph's Academy
Tim Sydejko's Wells Fargo Advisors Experience 2011 - 2012
Job Compliance Associate, Compliance Risk Management at U.S. Bank N.A.
Industry Financial Services
Experience
U.S. Bank June 2013 - Present
Wells Fargo Advisors 2011 - 2012
Wells Fargo Advisors 2008 - 2011
Wells Fargo Investments 2007 - 2008
JD Homescapes 2004 - 2007
Perkins Family Restaurant and Bakery 1998 - 2004
Skills
Securities, Portfolio Management, Risk Management, Series 7, Mutual Funds, FINRA, Financial Services, Retirement, Leadership, Banking, Financial Risk, Management, Investments, Call Centers, Asset Management, Uniform Combined State..., Training, Change Management, Customer Service, Sales, Equities, Retirement Planning, Finance, Insurance, Fixed Income, Process Improvement, PowerPoint, Outlook, Series 63, Credit, Wealth Management, Bonds, Trading, Financial Analysis, Relationship Management, Series 24
Education
University of Minnesota-Twin Cities
Bachelor of Arts (B.A.), Philosophy
U.S. Bank June 2013 - Present
Wells Fargo Advisors 2011 - 2012
Wells Fargo Advisors 2008 - 2011
Wells Fargo Investments 2007 - 2008
JD Homescapes 2004 - 2007
Perkins Family Restaurant and Bakery 1998 - 2004
Skills
Securities, Portfolio Management, Risk Management, Series 7, Mutual Funds, FINRA, Financial Services, Retirement, Leadership, Banking, Financial Risk, Management, Investments, Call Centers, Asset Management, Uniform Combined State..., Training, Change Management, Customer Service, Sales, Equities, Retirement Planning, Finance, Insurance, Fixed Income, Process Improvement, PowerPoint, Outlook, Series 63, Credit, Wealth Management, Bonds, Trading, Financial Analysis, Relationship Management, Series 24
Education
University of Minnesota-Twin Cities
Bachelor of Arts (B.A.), Philosophy
Breck Anderson Breck Anderson's Wells Fargo Advisors Experience May 2007 - September 2009
Job Due to FINRA Regulations I'm prohibited from Disclosing my Vocation or Company
Industry Financial Services
Experience
Wells Fargo Advisors May 2007 - September 2009
AG Edwards & Son's May 1985 - May 2007
Toshiba International Corporation September 1981 - December 1984
Skills
Financial Analysis, Investments, Marketing, Retirement Planning, Asset Management, Insurance, Asset Allocation, Wealth Management, Mutual Funds, Series 7, Securities, Investment Advisory, Alternative Investments, Investment Strategies, Financial Advisory, Fixed Income, Financial Markets, Hedge Funds, Equities, Strategic Financial...
Education
University of Missouri-Columbia 1976 — 1980
BSBA, Marketing
Wells Fargo Advisors May 2007 - September 2009
AG Edwards & Son's May 1985 - May 2007
Toshiba International Corporation September 1981 - December 1984
Skills
Financial Analysis, Investments, Marketing, Retirement Planning, Asset Management, Insurance, Asset Allocation, Wealth Management, Mutual Funds, Series 7, Securities, Investment Advisory, Alternative Investments, Investment Strategies, Financial Advisory, Fixed Income, Financial Markets, Hedge Funds, Equities, Strategic Financial...
Education
University of Missouri-Columbia 1976 — 1980
BSBA, Marketing
Jeanette M. Lynch Jeanette M. Lynch's Wells Fargo Advisors Experience October 2005 - January 2014
Job Change Agent With Results!
Industry Program Development
Experience
Stewart Lender Services March 2015 - September 2015
U.S. Bank July 2014 - October 2014
Wells Fargo Advisors (also operating as Wachovia and AG Edwards) October 2005 - January 2014
Wells Fargo Advisors October 2005 - January 2014
Wells Fargo Advisors October 2005 - January 2014
Express Scripts Inc. 2003 - 2005
Edward Jones 2001 - 2003
MasterCard Global Technology and Operations 1995 - 2000
Skills
Process Improvement, Change Management, Management, Quality Assurance, Risk Management, Strategic Planning, Team Building, Program Management, Business Analysis, Coaching, LEAN Six Sigma Black..., Public Speaking, Quality Management, Analysis, Team Leadership, Management Consulting, Customer Service, Cross-functional Team..., Mentoring, Problem Solving, Process Engineering, Business Strategy, Data Analysis, Organization..., Quality Center, Business Management, Presentation Coaching, Publicity, Compliance, Planning, Cycle Time Reduction, Team Alignment, Documentation, Presentation Skills..., Organizational..., Team Performance, Toastmasters, Quality Tools, Kaizen Facilitation, SIPOC, Pareto Analysis, Failure Modes, 5 Why, Ishikawa, PDCA, Microsoft Office, Visio, PowerPoint, Emcee, Speakers
Education
Webster University
Masters, Organizational Development, 4.0
University of Missouri-Columbia
Bachelor's Degree, Journalism
Villanova University
Lean Six Sigma Black Belt
Professional Development
Stewart Lender Services March 2015 - September 2015
U.S. Bank July 2014 - October 2014
Wells Fargo Advisors (also operating as Wachovia and AG Edwards) October 2005 - January 2014
Wells Fargo Advisors October 2005 - January 2014
Wells Fargo Advisors October 2005 - January 2014
Express Scripts Inc. 2003 - 2005
Edward Jones 2001 - 2003
MasterCard Global Technology and Operations 1995 - 2000
Skills
Process Improvement, Change Management, Management, Quality Assurance, Risk Management, Strategic Planning, Team Building, Program Management, Business Analysis, Coaching, LEAN Six Sigma Black..., Public Speaking, Quality Management, Analysis, Team Leadership, Management Consulting, Customer Service, Cross-functional Team..., Mentoring, Problem Solving, Process Engineering, Business Strategy, Data Analysis, Organization..., Quality Center, Business Management, Presentation Coaching, Publicity, Compliance, Planning, Cycle Time Reduction, Team Alignment, Documentation, Presentation Skills..., Organizational..., Team Performance, Toastmasters, Quality Tools, Kaizen Facilitation, SIPOC, Pareto Analysis, Failure Modes, 5 Why, Ishikawa, PDCA, Microsoft Office, Visio, PowerPoint, Emcee, Speakers
Education
Webster University
Masters, Organizational Development, 4.0
University of Missouri-Columbia
Bachelor's Degree, Journalism
Villanova University
Lean Six Sigma Black Belt
Professional Development
Peter Zethraus's Wells Fargo Advisors Experience April 2012 - January 2014
Job Import Entry Writer at C.H. Robinson
Industry Import and Export
Experience
C.H. Robinson January 2014 - Present
Wells Fargo Advisors April 2012 - January 2014
Hennepin County Library October 2011 - May 2012
Greater Twin Cities United Way October 2011 - January 2012
Target June 2008 - September 2011
Skills
Mortgage Lending, Customer Service, Finance, Data Analysis, Customer Satisfaction, Multi Tasking, Writing, Leadership, Teamwork, Risk Management, Microsoft Office, Accounting, CRM, Mutual Funds, Fixed Annuities, Underwriting, Loans, PowerPoint, Microsoft Excel
Education
University of Minnesota-Twin Cities 2009 — 2010
Bachelor of Arts (B.A.), English Language and Literature, General, 3.7
University of Minnesota-Duluth 2005 — 2009
Bachelor of Arts (B.A.), Political Science and Government, 3.7
C.H. Robinson January 2014 - Present
Wells Fargo Advisors April 2012 - January 2014
Hennepin County Library October 2011 - May 2012
Greater Twin Cities United Way October 2011 - January 2012
Target June 2008 - September 2011
Skills
Mortgage Lending, Customer Service, Finance, Data Analysis, Customer Satisfaction, Multi Tasking, Writing, Leadership, Teamwork, Risk Management, Microsoft Office, Accounting, CRM, Mutual Funds, Fixed Annuities, Underwriting, Loans, PowerPoint, Microsoft Excel
Education
University of Minnesota-Twin Cities 2009 — 2010
Bachelor of Arts (B.A.), English Language and Literature, General, 3.7
University of Minnesota-Duluth 2005 — 2009
Bachelor of Arts (B.A.), Political Science and Government, 3.7
Jennifer Settlemoir Jennifer Settlemoir's Wells Fargo Advisors Experience December 2012 - Present
Job Project Coordinator Wells Fargo Advisors Project Management Group
Industry Financial Services
Experience
Wells Fargo Advisors December 2012 - Present
Wells Fargo Advisors, LLC December 2008 - December 2012
The Porch January 2005 - December 2008
AT&T Yellow Pages October 1991 - December 2004
Skills
Management, Leadership, Program Management, Finance, Strategy, Business Analysis, Project Management, Risk Management, Process Improvement, Public Speaking
Education
Webster University 1999 — 2001
Master of Arts (M.A.), Marketing
University of Missouri-Columbia
Bachelor of Arts (BA), Interdisciplinary Studies
Wells Fargo Advisors December 2012 - Present
Wells Fargo Advisors, LLC December 2008 - December 2012
The Porch January 2005 - December 2008
AT&T Yellow Pages October 1991 - December 2004
Skills
Management, Leadership, Program Management, Finance, Strategy, Business Analysis, Project Management, Risk Management, Process Improvement, Public Speaking
Education
Webster University 1999 — 2001
Master of Arts (M.A.), Marketing
University of Missouri-Columbia
Bachelor of Arts (BA), Interdisciplinary Studies
Waila Skinner Waila Skinner's Wells Fargo Advisors Experience 2015 - 2015
Job St. Louis Freelance Web Designer
Industry Design
Experience
W Creative St. Louis Web Design May 2008 - Present
Wells Fargo Advisors 2015 - 2015
LoyalTV February 2009 - June 2009
Monsanto Corporation 2007 - January 2009
waila.com 1998 - February 2007
Apex Systems 2007 - 2007
EU Concepts February 2005 - August 2006
Vividsites January 2002 - November 2004
CDM Fantasy Sports June 2000 - August 2002
Skills
Logos, Print, SEO, Web Design, Graphic Design, Brochures, Posters, Business Cards, Web Analytics, Social Media Marketing, Google Adwords, Flyers, Web Development, Social Media, Google Analytics, Illustration, SMO, Logo Design, Wordpress, Invitations, Blogging, Digital Marketing, Keyword Research, Website Development, Facebook, Affiliate Marketing, Internet Research, Photoshop, Creative Direction, WordPress
Education
University of Missouri-Columbia 1994 — 2000
Interdiscplinary Studies
Feng Shui Certification Training
W Creative St. Louis Web Design May 2008 - Present
Wells Fargo Advisors 2015 - 2015
LoyalTV February 2009 - June 2009
Monsanto Corporation 2007 - January 2009
waila.com 1998 - February 2007
Apex Systems 2007 - 2007
EU Concepts February 2005 - August 2006
Vividsites January 2002 - November 2004
CDM Fantasy Sports June 2000 - August 2002
Skills
Logos, Print, SEO, Web Design, Graphic Design, Brochures, Posters, Business Cards, Web Analytics, Social Media Marketing, Google Adwords, Flyers, Web Development, Social Media, Google Analytics, Illustration, SMO, Logo Design, Wordpress, Invitations, Blogging, Digital Marketing, Keyword Research, Website Development, Facebook, Affiliate Marketing, Internet Research, Photoshop, Creative Direction, WordPress
Education
University of Missouri-Columbia 1994 — 2000
Interdiscplinary Studies
Feng Shui Certification Training
Ryan Geris, CFP®'s Wells Fargo Advisors Experience March 2011 - May 2012
Job Merrill Lynch Wealth Management Financial Advisor Sieh Yung Group
Industry Financial Services
Experience
Merrill Lynch - Sieh Yung Group September 2015 - Present
Merrill Lynch - Sieh Yung Group May 2012 - August 2015
Wells Fargo Advisors March 2011 - May 2012
Merrill Lynch August 2008 - March 2011
Stockton Thunder March 2007 - April 2008
A & L Properties December 2006 - July 2007
Skills
Marketing, Financial Analysis, Strategic Financial..., Cold Calling, Sales, Asset Management, Relationship Management, Salesforce.com, Risk Management, Time Management, Series 7, Retirement Planning, Wealth Management, Event Planning, Business Development, Team Building, Investments, Insurance, Securities, Portfolio Management, Retirement, Fixed Annuities, Life Insurance, Asset Allocation, Mutual Funds, Financial Modeling, Term Life Insurance, New Business Development, CRM, Microsoft Excel, Investment Advisory, Financial Advisory, Investment Strategies, IRAs
Education
Certified Financial Planner Board of Standards, Inc. 2013 — 2014
Certified Financial Planner®, Financial Planning and Services
University of Minnesota-Duluth 2002 — 2007
BBA, Business Administration
Jefferson High School 1997 — 2000
Diploma, General
Merrill Lynch - Sieh Yung Group September 2015 - Present
Merrill Lynch - Sieh Yung Group May 2012 - August 2015
Wells Fargo Advisors March 2011 - May 2012
Merrill Lynch August 2008 - March 2011
Stockton Thunder March 2007 - April 2008
A & L Properties December 2006 - July 2007
Skills
Marketing, Financial Analysis, Strategic Financial..., Cold Calling, Sales, Asset Management, Relationship Management, Salesforce.com, Risk Management, Time Management, Series 7, Retirement Planning, Wealth Management, Event Planning, Business Development, Team Building, Investments, Insurance, Securities, Portfolio Management, Retirement, Fixed Annuities, Life Insurance, Asset Allocation, Mutual Funds, Financial Modeling, Term Life Insurance, New Business Development, CRM, Microsoft Excel, Investment Advisory, Financial Advisory, Investment Strategies, IRAs
Education
Certified Financial Planner Board of Standards, Inc. 2013 — 2014
Certified Financial Planner®, Financial Planning and Services
University of Minnesota-Duluth 2002 — 2007
BBA, Business Administration
Jefferson High School 1997 — 2000
Diploma, General
Jeff Fernandez's Wells Fargo Advisors Experience January 2014 - Present
Job Area Sales Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2014 - Present
Wells Fargo Advisors March 2013 - December 2013
Wells Fargo Advisors March 2011 - March 2013
Wells Fargo Advisors June 2008 - March 2011
Skills
Series 7, Series 63, Series 65, Investment Advisory, Wealth Management, Mutual Funds, Investments, Uniform Combined State..., Business Development, Portfolio Management, Asset Allocation, Asset Management, Financial Services, Retirement Planning, Securities, Alternative Investments, Customer Service
Education
University of Missouri-Columbia 2003 — 2007
Bachelor of Business Administration (B.B.A.), International Business
Wells Fargo Advisors January 2014 - Present
Wells Fargo Advisors March 2013 - December 2013
Wells Fargo Advisors March 2011 - March 2013
Wells Fargo Advisors June 2008 - March 2011
Skills
Series 7, Series 63, Series 65, Investment Advisory, Wealth Management, Mutual Funds, Investments, Uniform Combined State..., Business Development, Portfolio Management, Asset Allocation, Asset Management, Financial Services, Retirement Planning, Securities, Alternative Investments, Customer Service
Education
University of Missouri-Columbia 2003 — 2007
Bachelor of Business Administration (B.B.A.), International Business
Landon Bradford Landon Bradford's Wells Fargo Advisors Experience April 2015 - Present
Job IT Business Analyst at Wells Fargo
Industry Computer Software
Experience
Anchoripple January 2015 - Present
Wells Fargo Advisors April 2015 - Present
Bradford Consulting Group LLC November 2013 - Present
Snake Bite Company January 2015 - April 2015
Safety National June 2013 - January 2015
SaaShr / A Kronos Company October 2011 - May 2013
Pet Supplies "Plus" September 2010 - August 2011
Vector Marketing May 2006 - July 2006
Skills
Software Documentation, Customer Service, Troubleshooting, Training, Analysis, HTML, Software, Teamwork, Microsoft Office, Software Quality..., CSS, Communications, Attention To Detail, Customer Relations, Testing, Problem Solving, Software Installation, HTML 5, JavaScript, WordPress, Account Management, Leadership, Management, Microsoft Excel, Process Improvement, SaaS, Sales
Education
University of Missouri-Columbia 2007 — 2010
Bachelors, Philosophy
Anchoripple January 2015 - Present
Wells Fargo Advisors April 2015 - Present
Bradford Consulting Group LLC November 2013 - Present
Snake Bite Company January 2015 - April 2015
Safety National June 2013 - January 2015
SaaShr / A Kronos Company October 2011 - May 2013
Pet Supplies "Plus" September 2010 - August 2011
Vector Marketing May 2006 - July 2006
Skills
Software Documentation, Customer Service, Troubleshooting, Training, Analysis, HTML, Software, Teamwork, Microsoft Office, Software Quality..., CSS, Communications, Attention To Detail, Customer Relations, Testing, Problem Solving, Software Installation, HTML 5, JavaScript, WordPress, Account Management, Leadership, Management, Microsoft Excel, Process Improvement, SaaS, Sales
Education
University of Missouri-Columbia 2007 — 2010
Bachelors, Philosophy
Kirsten Yoey Kirsten Yoey's Wells Fargo Advisors Experience September 2012 - Present
Job Business Analyst at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors September 2012 - Present
Bradford & Galt June 2009 - September 2012
Education
University of Missouri-Columbia 1979 — 1983
Bachelor of Science (B.S.), Education
Wells Fargo Advisors September 2012 - Present
Bradford & Galt June 2009 - September 2012
Education
University of Missouri-Columbia 1979 — 1983
Bachelor of Science (B.S.), Education
Dillon Friskney's Wells Fargo Advisors Experience September 2011 - February 2014
Job Project Manager at WolfNet Technologies
Industry Banking
Experience
WolfNet Technologies July 2014 - Present
Wells Fargo Advisors September 2011 - February 2014
Accountemps- Wells Fargo Home Mortgage May 2011 - September 2011
University of Minnesota September 2010 - May 2011
America Reads October 2007 - May 2011
Skills
Teaching, Tutoring, Higher Education, Student Affairs, Student Development, Research, Statistics, Community Outreach, Academic Advising, Public Speaking, Qualitative Research, Data Analysis, Program Development, Mathematica, Project Coordination, Marketing Communications, Mortgage Lending, Spanish, Leadership, Time Management, Management, Finance, Teamwork, Customer Service, Outlook, PowerPoint, Administration, Critical Thinking, Insurance, Microsoft Word, Microsoft Project
Education
University of Minnesota-Twin Cities 2007 — 2011
Bachelor's degree, Spanish and Iberian Studies, 3.58
University of Minnesota-Twin Cities 2007 — 2011
Academic Minors, Business Management, Communications
La Fundacion de Ortega y Gasset 2010 — 2010
Spanish Studies
WolfNet Technologies July 2014 - Present
Wells Fargo Advisors September 2011 - February 2014
Accountemps- Wells Fargo Home Mortgage May 2011 - September 2011
University of Minnesota September 2010 - May 2011
America Reads October 2007 - May 2011
Skills
Teaching, Tutoring, Higher Education, Student Affairs, Student Development, Research, Statistics, Community Outreach, Academic Advising, Public Speaking, Qualitative Research, Data Analysis, Program Development, Mathematica, Project Coordination, Marketing Communications, Mortgage Lending, Spanish, Leadership, Time Management, Management, Finance, Teamwork, Customer Service, Outlook, PowerPoint, Administration, Critical Thinking, Insurance, Microsoft Word, Microsoft Project
Education
University of Minnesota-Twin Cities 2007 — 2011
Bachelor's degree, Spanish and Iberian Studies, 3.58
University of Minnesota-Twin Cities 2007 — 2011
Academic Minors, Business Management, Communications
La Fundacion de Ortega y Gasset 2010 — 2010
Spanish Studies
Jason Mayer Jason Mayer's Wells Fargo Advisors Experience December 2005 - Present
Job Senior Vice President Investments Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors December 2005 - Present
Capital One Investments (Formally Hibernia investments) September 1999 - November 2005
Skills
Investments, Strategic Financial..., Finance, Risk Management, Retirement Planning, Financial Analysis, Series 7, Financial Modeling, Mortgage Lending, Loans, Credit, Portfolio Management, Banking, Financial Planning
Education
University of Mississippi 1994 — 1998
Bachelor of Business Administration (BBA)
Wells Fargo Advisors December 2005 - Present
Capital One Investments (Formally Hibernia investments) September 1999 - November 2005
Skills
Investments, Strategic Financial..., Finance, Risk Management, Retirement Planning, Financial Analysis, Series 7, Financial Modeling, Mortgage Lending, Loans, Credit, Portfolio Management, Banking, Financial Planning
Education
University of Mississippi 1994 — 1998
Bachelor of Business Administration (BBA)
Harold Onstad Harold Onstad's Wells Fargo Advisors Experience 2008 - 2012
Job Communication Consultant | Writer | Editor | Creator of Clear and Effective Communications
Industry Financial Services
Experience
Financial Services, Health Care, Insurance January 2012 - Present
Wells Fargo Advisors 2008 - 2012
Strong Investments 1999 - 2001
Skills
People Skills, Exceptional verbal, Creative Writing, Problem Solving, Problem Analysis, Customer Oriented, Creativity, Fast Learner, Listener, Work Ethic, Internal & External..., Workforce Communications, Crisis Communications, Financial Services, Policy
Education
University of Minnesota Law School
Doctor of Law (JD)
University of Minnesota-Morris
Bachelor of Arts (BA), Political Science and History
Financial Services, Health Care, Insurance January 2012 - Present
Wells Fargo Advisors 2008 - 2012
Strong Investments 1999 - 2001
Skills
People Skills, Exceptional verbal, Creative Writing, Problem Solving, Problem Analysis, Customer Oriented, Creativity, Fast Learner, Listener, Work Ethic, Internal & External..., Workforce Communications, Crisis Communications, Financial Services, Policy
Education
University of Minnesota Law School
Doctor of Law (JD)
University of Minnesota-Morris
Bachelor of Arts (BA), Political Science and History
Chris Kuhn Chris Kuhn's Wells Fargo Advisors Experience December 2011 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors December 2011 - Present
Merrill Lynch March 2006 - December 2011
Skills
Asset Allocation, Investments, Retirement Planning, Mutual Funds, Financial Advisory, Investment Advisory, Finance, 401k, Investment Strategies, Alternative Investments, Portfolio Optimization, Trust Management, Sales Management, Structured Products, 401k Rollovers, IRAs, 529 Plans, College Savings Plans, Separately Managed..., Life & Health Insurance..., ETFs
Education
University of Missouri-Columbia 1998 — 2003
Finance and Economics
Saint Louis Priory School 1992 — 1998
Wells Fargo Advisors December 2011 - Present
Merrill Lynch March 2006 - December 2011
Skills
Asset Allocation, Investments, Retirement Planning, Mutual Funds, Financial Advisory, Investment Advisory, Finance, 401k, Investment Strategies, Alternative Investments, Portfolio Optimization, Trust Management, Sales Management, Structured Products, 401k Rollovers, IRAs, 529 Plans, College Savings Plans, Separately Managed..., Life & Health Insurance..., ETFs
Education
University of Missouri-Columbia 1998 — 2003
Finance and Economics
Saint Louis Priory School 1992 — 1998
Kristin Liker Kristin Liker's Wells Fargo Advisors Experience March 2007 - November 2012
Job Communications Consultant at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities November 2012 - Present
Wells Fargo Advisors March 2007 - November 2012
Wells Fargo February 2005 - March 2007
John G. Kinnard June 1995 - December 2000
Skills
Corporate Communications, Strategic Communications, Internal Communications, Marketing Communications, Project Management, Business Communications, SharePoint, Project Coordination, Technical Writing, Strategy, Leadership, Coaching, Editing, Creative Problem Solving, Change Communications, Team Management, Communications Planning, Event Planning, Advertising, Organizational..., Mutual Funds, Team Leadership, Social Media, Social Media Marketing, Training
Education
University of Minnesota-Twin Cities
B.S., Child Psychology
Wells Fargo Securities November 2012 - Present
Wells Fargo Advisors March 2007 - November 2012
Wells Fargo February 2005 - March 2007
John G. Kinnard June 1995 - December 2000
Skills
Corporate Communications, Strategic Communications, Internal Communications, Marketing Communications, Project Management, Business Communications, SharePoint, Project Coordination, Technical Writing, Strategy, Leadership, Coaching, Editing, Creative Problem Solving, Change Communications, Team Management, Communications Planning, Event Planning, Advertising, Organizational..., Mutual Funds, Team Leadership, Social Media, Social Media Marketing, Training
Education
University of Minnesota-Twin Cities
B.S., Child Psychology
C.J. Ulicsni's Wells Fargo Advisors Experience September 2009 - September 2010
Job Manager of Data &Technology at 10K Research and Marketing
Industry Market Research
Experience
10K Research and Marketing October 2014 - Present
10K Research and Marketing March 2012 - October 2014
Minneapolis Area Association of REALTORS January 2012 - March 2012
Maple Grove Lacrosse March 2011 - August 2011
Coloplast September 2010 - March 2011
Wells Fargo Advisors September 2009 - September 2010
Zepol Corporation January 2007 - March 2008
University of Minnesota October 2007 - December 2007
Twin Cities Student Painters June 2006 - September 2006
Buca Di Beppo August 2003 - January 2005
Skills
Strategic Planning, Customer Relations, Business Analysis, Pricing, Research, Microsoft SQL Server, SSIS, Microsoft Excel, Databases, Data Analysis, Customer Service, Process Improvement, Market Research, Financial Analysis, Analysis, Team Leadership, Access, Analytics, CRM, Project Management, Business Development, Management
Education
University of Minnesota - Carlson School of Management 2005 — 2009
Bachelors, Business Management
University of Minnesota-Twin Cities 2005 — 2009
BA, Economics, Spanish
Maple Grove Senior High 2003 — 2005
10K Research and Marketing October 2014 - Present
10K Research and Marketing March 2012 - October 2014
Minneapolis Area Association of REALTORS January 2012 - March 2012
Maple Grove Lacrosse March 2011 - August 2011
Coloplast September 2010 - March 2011
Wells Fargo Advisors September 2009 - September 2010
Zepol Corporation January 2007 - March 2008
University of Minnesota October 2007 - December 2007
Twin Cities Student Painters June 2006 - September 2006
Buca Di Beppo August 2003 - January 2005
Skills
Strategic Planning, Customer Relations, Business Analysis, Pricing, Research, Microsoft SQL Server, SSIS, Microsoft Excel, Databases, Data Analysis, Customer Service, Process Improvement, Market Research, Financial Analysis, Analysis, Team Leadership, Access, Analytics, CRM, Project Management, Business Development, Management
Education
University of Minnesota - Carlson School of Management 2005 — 2009
Bachelors, Business Management
University of Minnesota-Twin Cities 2005 — 2009
BA, Economics, Spanish
Maple Grove Senior High 2003 — 2005
Sean Sands Sean Sands's Wells Fargo Advisors Experience May 2015 - Present
Job Broker Associate at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors May 2015 - Present
Wells Fargo November 2014 - Present
Wells Fargo October 2013 - November 2014
Wells Fargo February 2012 - August 2013
Wells Fargo January 2011 - February 2012
Wells Fargo February 2010 - January 2011
Wells Fargo August 2009 - January 2010
Wells Fargo July 2008 - August 2009
Circuit City July 2005 - October 2007
Skills
Customer Service, Customer Satisfaction, Requirements Analysis, Project Management, Consumer Lending, Retail, Payment Gateways, Bonds, Federal Reserve, Sarbanes-Oxley, ACH, Sales Management, FDICIA, Loans, Banking, Credit, Sales, Team Building, Credit Analysis, Finance, Management, Leadership, Financial Services, Financial Analysis, Mortgage Lending, Microsoft Office
Education
University of St. Thomas 2013 — 2016
Master of Business Administration (M.B.A.)
University of Minnesota-Twin Cities 2002 — 2008
Bachelor of Arts (B.A.)
Wells Fargo Advisors May 2015 - Present
Wells Fargo November 2014 - Present
Wells Fargo October 2013 - November 2014
Wells Fargo February 2012 - August 2013
Wells Fargo January 2011 - February 2012
Wells Fargo February 2010 - January 2011
Wells Fargo August 2009 - January 2010
Wells Fargo July 2008 - August 2009
Circuit City July 2005 - October 2007
Skills
Customer Service, Customer Satisfaction, Requirements Analysis, Project Management, Consumer Lending, Retail, Payment Gateways, Bonds, Federal Reserve, Sarbanes-Oxley, ACH, Sales Management, FDICIA, Loans, Banking, Credit, Sales, Team Building, Credit Analysis, Finance, Management, Leadership, Financial Services, Financial Analysis, Mortgage Lending, Microsoft Office
Education
University of St. Thomas 2013 — 2016
Master of Business Administration (M.B.A.)
University of Minnesota-Twin Cities 2002 — 2008
Bachelor of Arts (B.A.)
Leslie Kaiser's Wells Fargo Advisors Experience December 2014 - Present
Job Instructional Design Consultant
Industry Banking
Experience
Wells Fargo Advisors December 2014 - Present
PNC June 1996 - November 2014
PNC June 1996 - July 2012
National City Mortgage June 1996 - October 2009
AccuBanc Mortgage June 1996 - July 2002
Skills
Captivate, Instructor-led Training, Instructional Design, Mortgage, Word, PowerPoint, Lectora, SharePoint, Change Management, Training, Performance Consulting, Training Delivery, E-Learning, Workshop Facilitation, Learning Management, Mortgage Lending, Leadership Development, Organizational..., Needs Analysis, Blended Learning, Learning Management..., Employee Training, SnagIt, Job Aids, Adult Education, ADDIE
Education
University of Mississippi 1991 — 1995
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Wells Fargo Advisors December 2014 - Present
PNC June 1996 - November 2014
PNC June 1996 - July 2012
National City Mortgage June 1996 - October 2009
AccuBanc Mortgage June 1996 - July 2002
Skills
Captivate, Instructor-led Training, Instructional Design, Mortgage, Word, PowerPoint, Lectora, SharePoint, Change Management, Training, Performance Consulting, Training Delivery, E-Learning, Workshop Facilitation, Learning Management, Mortgage Lending, Leadership Development, Organizational..., Needs Analysis, Blended Learning, Learning Management..., Employee Training, SnagIt, Job Aids, Adult Education, ADDIE
Education
University of Mississippi 1991 — 1995
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Dan Timberlake, MBA Dan Timberlake, MBA's Wells Fargo Advisors Experience 2012 - Present
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors 2012 - Present
Education
University of Missouri-Columbia 1988 — 1992
PhD
University of Missouri-Columbia 1985 — 1987
MBA
University of Missouri-Columbia 1982 — 1985
BA
Wells Fargo Advisors 2012 - Present
Education
University of Missouri-Columbia 1988 — 1992
PhD
University of Missouri-Columbia 1985 — 1987
MBA
University of Missouri-Columbia 1982 — 1985
BA
Brianna Onischuk Brianna Onischuk's Wells Fargo Advisors Experience July 2012 - November 2013
Job Auto Lending Underwriter at Springleaf Financial Services
Industry Financial Services
Experience
Springleaf Financial Services August 2014 - Present
CCI Surety, Inc. January 2014 - August 2014
Wells Fargo Advisors July 2012 - November 2013
Wells Fargo Advisors August 2010 - July 2012
Skills
Customer Service, Analytical Skills, Mortgage Underwriting, Mortgage Lending, Mortgage Banking, Residential Mortgages, Mathematical Analysis, Refinance, Sales, Underwriting, Loans, Insurance, Management, Analysis, Software Documentation, Credit
Education
University of Minnesota-Duluth 2006 — 2010
Mathematics
Springleaf Financial Services August 2014 - Present
CCI Surety, Inc. January 2014 - August 2014
Wells Fargo Advisors July 2012 - November 2013
Wells Fargo Advisors August 2010 - July 2012
Skills
Customer Service, Analytical Skills, Mortgage Underwriting, Mortgage Lending, Mortgage Banking, Residential Mortgages, Mathematical Analysis, Refinance, Sales, Underwriting, Loans, Insurance, Management, Analysis, Software Documentation, Credit
Education
University of Minnesota-Duluth 2006 — 2010
Mathematics
Clay Grumke Clay Grumke's Wells Fargo Advisors Experience Asst. Gen. CounselWells Fargo2013 - 2014
Job Assistant General Counsel
Industry Financial Services
Experience
Wells Fargo Advisors Asst. Gen. CounselWells Fargo2013 - 2014
Education
University of Missouri-Columbia 1979 — 1986
Doctor of Law (J.D.); BS Accounting
Wells Fargo Advisors Asst. Gen. CounselWells Fargo2013 - 2014
Education
University of Missouri-Columbia 1979 — 1986
Doctor of Law (J.D.); BS Accounting
Jeremy Erickson Jeremy Erickson's Wells Fargo Advisors Experience June 2012 - Present
Job Risk Officer at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors June 2012 - Present
Wells Fargo Advisors March 2005 - May 2012
Wells Fargo Advisors January 2001 - March 2005
Morgan Stanley Private Wealth Management June 1999 - January 2001
Skills
Series 7, series 9/10, MBA, Risk Management, Market Risk, Margin Analysis, project management, Training & Development, Customer Service, Microsoft Office, Thomson One, Brokerage, SEC compliance
Education
University Jean-Moulin, France 2011 — 2011
Semester abroad, International business
Carlson School of Management 2007 — 2011
MBA, business
Wells Fargo Advisors June 2012 - Present
Wells Fargo Advisors March 2005 - May 2012
Wells Fargo Advisors January 2001 - March 2005
Morgan Stanley Private Wealth Management June 1999 - January 2001
Skills
Series 7, series 9/10, MBA, Risk Management, Market Risk, Margin Analysis, project management, Training & Development, Customer Service, Microsoft Office, Thomson One, Brokerage, SEC compliance
Education
University Jean-Moulin, France 2011 — 2011
Semester abroad, International business
Carlson School of Management 2007 — 2011
MBA, business
Adam Barge Adam Barge's Wells Fargo Advisors Experience April 2012 - October 2012
Job Supply Chain Specialist at The Boeing Company
Industry Aviation & Aerospace
Experience
The Boeing Company November 2012 - Present
Wells Fargo Advisors April 2012 - October 2012
Brand Asset Management Group June 2011 - January 2012
Wells Fargo June 2009 - August 2009
ENTERPRISE May 2008 - August 2008
Ladue School District August 2006 - May 2007
Skills
Fidelity WealthCentral, Black Diamond, Goldmine, written and verbal..., Data Analysis, Mac OS X, Windows 7, Operations, Customer Service, Trading, Timely, Investments, Social Media, Microsoft Office
Education
University of Missouri-Columbia 2007 — 2011
BSBA, Finance and Banking
Villanova University
Six Sigma Green Belt Certification
The Boeing Company November 2012 - Present
Wells Fargo Advisors April 2012 - October 2012
Brand Asset Management Group June 2011 - January 2012
Wells Fargo June 2009 - August 2009
ENTERPRISE May 2008 - August 2008
Ladue School District August 2006 - May 2007
Skills
Fidelity WealthCentral, Black Diamond, Goldmine, written and verbal..., Data Analysis, Mac OS X, Windows 7, Operations, Customer Service, Trading, Timely, Investments, Social Media, Microsoft Office
Education
University of Missouri-Columbia 2007 — 2011
BSBA, Finance and Banking
Villanova University
Six Sigma Green Belt Certification
Andrea Burch Andrea Burch's Wells Fargo Advisors Experience December 2013 - Present
Job Regional Supervisor at Wells Fargo Advisors
Industry Investment Banking
Experience
Wells Fargo Advisors December 2013 - Present
Wells Fargo Advisors June 2010 - December 2013
Wells Fargo Investments June 2007 - June 2010
Wells Fargo Investments August 2005 - June 2007
Wells Fargo Investments October 2004 - August 2005
Wells Fargo Shareowner Services August 2003 - October 2004
Skills
Investments, Securities
Education
University of Minnesota-Twin Cities 1996 — 2000
BA, International Relations
European Union 1999 — 1999
Wells Fargo Advisors December 2013 - Present
Wells Fargo Advisors June 2010 - December 2013
Wells Fargo Investments June 2007 - June 2010
Wells Fargo Investments August 2005 - June 2007
Wells Fargo Investments October 2004 - August 2005
Wells Fargo Shareowner Services August 2003 - October 2004
Skills
Investments, Securities
Education
University of Minnesota-Twin Cities 1996 — 2000
BA, International Relations
European Union 1999 — 1999
Nancy Nelson McIntosh, ADPA, CRPC's Wells Fargo Advisors Experience January 2007 - November 2011
Job at
Industry Financial Services
Experience
RBC Wealth Management October 2013 - Present
RBC Wealth Management November 2012 - Present
Wells Fargo Advisors, LLC 2009 - November 2011
Wells Fargo Advisors January 2007 - November 2011
Piper Jaffray 2002 - 2006
Miller Johnson Steichen Kinnard (MJSK) March 1999 - November 2001
Piper Jaffray 1992 - 1998
Piper Jaffray 1989 - 1992
Piper Jaffray 1983 - 1989
Skills
Series 7, Business Development, Leadership Development, Recruiting, Coaching, Training, Leadership, Management, Wealth Management, Program Management, Financial Analysis
Education
University of St. Thomas 2012 — 2012
Mini Master of Project Management, Business Administration, Management and Operations
University of Minnesota-Twin Cities 1977 — 1983
BS, Women's Studies, Political Science, Economics
RBC Wealth Management October 2013 - Present
RBC Wealth Management November 2012 - Present
Wells Fargo Advisors, LLC 2009 - November 2011
Wells Fargo Advisors January 2007 - November 2011
Piper Jaffray 2002 - 2006
Miller Johnson Steichen Kinnard (MJSK) March 1999 - November 2001
Piper Jaffray 1992 - 1998
Piper Jaffray 1989 - 1992
Piper Jaffray 1983 - 1989
Skills
Series 7, Business Development, Leadership Development, Recruiting, Coaching, Training, Leadership, Management, Wealth Management, Program Management, Financial Analysis
Education
University of St. Thomas 2012 — 2012
Mini Master of Project Management, Business Administration, Management and Operations
University of Minnesota-Twin Cities 1977 — 1983
BS, Women's Studies, Political Science, Economics
Joshua Rosenthal's Wells Fargo Advisors Experience January 2013 - November 2013
Job Incoming Private Wealth Management Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs August 2015 - Present
Goldman Sachs June 2015 - August 2015
Sigma Phi Epsilon November 2013 - November 2014
MIAC - Mortgage Industry Advisory Corporation April 2014 - August 2014
Sigma Phi Epsilon July 2013 - November 2013
Wells Fargo Advisors January 2013 - November 2013
Skills
Management, Customer Service, Public Speaking, English, Microsoft Word, PowerPoint, Risk Management, Fixed Income, Sales, Account Management, Corporate Finance, Portfolio Management, Mortgage Banking, Mortgage Servicing, Formals, Presidency, Microsoft Excel, Time Management, Leadership, Team Building
Education
University of Minnesota - Carlson School of Management 2012 — 2016
Bachelor of Science, Business; Finance
Universität St.Gallen - Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften 2015 — 2015
Bachelor's Degree, Global Immersion, Finance and Business Administration
Goldman Sachs August 2015 - Present
Goldman Sachs June 2015 - August 2015
Sigma Phi Epsilon November 2013 - November 2014
MIAC - Mortgage Industry Advisory Corporation April 2014 - August 2014
Sigma Phi Epsilon July 2013 - November 2013
Wells Fargo Advisors January 2013 - November 2013
Skills
Management, Customer Service, Public Speaking, English, Microsoft Word, PowerPoint, Risk Management, Fixed Income, Sales, Account Management, Corporate Finance, Portfolio Management, Mortgage Banking, Mortgage Servicing, Formals, Presidency, Microsoft Excel, Time Management, Leadership, Team Building
Education
University of Minnesota - Carlson School of Management 2012 — 2016
Bachelor of Science, Business; Finance
Universität St.Gallen - Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften 2015 — 2015
Bachelor's Degree, Global Immersion, Finance and Business Administration
Nancy Huaman's Wells Fargo Advisors Experience October 2009 - May 2011
Job Sales Manager
Industry Retail
Experience
Dillards August 2013 - August 2015
Vanity (clothing) May 2013 - August 2013
New York & Company June 2009 - May 2013
Wells Fargo Advisors October 2009 - May 2011
Quiznos January 2008 - May 2009
Skills
Store Management, Sales, Retail Sales, Customer Service, Inventory Management, Loss Prevention, Store Operations, Visual Merchandising, Retail, Hiring, Outlook, Interviews, Driving Results, Management, Merchandising, Recruiting, Profit
Education
University of Missouri-Columbia 2004 — 2007
Bachelor's degree, Hospitality Administration/Management
Dillards August 2013 - August 2015
Vanity (clothing) May 2013 - August 2013
New York & Company June 2009 - May 2013
Wells Fargo Advisors October 2009 - May 2011
Quiznos January 2008 - May 2009
Skills
Store Management, Sales, Retail Sales, Customer Service, Inventory Management, Loss Prevention, Store Operations, Visual Merchandising, Retail, Hiring, Outlook, Interviews, Driving Results, Management, Merchandising, Recruiting, Profit
Education
University of Missouri-Columbia 2004 — 2007
Bachelor's degree, Hospitality Administration/Management
Brandon Bersett Brandon Bersett's Wells Fargo Advisors Experience December 2014 - Present
Job Senior Associate at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors December 2014 - Present
Wells Fargo Advisors July 2014 - November 2014
Voss Distributing August 2011 - July 2014
Voss Distributing May 2011 - August 2011
Red Mango, Inc. October 2010 - May 2011
Skills
Marketing, Spanish, Sales, Microsoft Office, Microsoft Excel, Strategy, Microsoft Word, PowerPoint, Research, Financial Analysis, Finance, Asset Movement, Operational Risk...
Education
University of Missouri-Columbia 2009 — 2013
Bachelor of Science (BS) and Bachelor of Arts (BA), International Business, Finance, and Spanish
Wells Fargo Advisors December 2014 - Present
Wells Fargo Advisors July 2014 - November 2014
Voss Distributing August 2011 - July 2014
Voss Distributing May 2011 - August 2011
Red Mango, Inc. October 2010 - May 2011
Skills
Marketing, Spanish, Sales, Microsoft Office, Microsoft Excel, Strategy, Microsoft Word, PowerPoint, Research, Financial Analysis, Finance, Asset Movement, Operational Risk...
Education
University of Missouri-Columbia 2009 — 2013
Bachelor of Science (BS) and Bachelor of Arts (BA), International Business, Finance, and Spanish
Scott Tittle Scott Tittle's Wells Fargo Advisors Experience 2005 - 2012
Job President
Industry Investment Management
Experience
Blueprint Wealth Management November 2012 - Present
Investment Advisor May 1991 - Present
Wells Fargo Advisors 2005 - 2012
Skills
Retirement Planning, Investment Advisory, Asset Allocation, Wealth Management, Wealth, Finance, Risk Management, Portfolio Management, Customer Service, Financial Advisory, Strategic Financial..., Investment Strategies, Asset Management, Team Building, Financial Planning
Education
University of Mississippi
Bachelor of Business Administration (B.B.A.), Finance, General
Blueprint Wealth Management November 2012 - Present
Investment Advisor May 1991 - Present
Wells Fargo Advisors 2005 - 2012
Skills
Retirement Planning, Investment Advisory, Asset Allocation, Wealth Management, Wealth, Finance, Risk Management, Portfolio Management, Customer Service, Financial Advisory, Strategic Financial..., Investment Strategies, Asset Management, Team Building, Financial Planning
Education
University of Mississippi
Bachelor of Business Administration (B.B.A.), Finance, General
Steve Steiner Steve Steiner's Wells Fargo Advisors Experience August 2012 - May 2013
Job Director Capital Markets Operations at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities September 2014 - Present
Ameriprise Financial Services, Inc May 2013 - September 2014
Wells Fargo Advisors August 2012 - May 2013
Wells Fargo Advisors January 2011 - July 2012
Wells Fargo Investments January 2005 - January 2010
Wells Fargo Investments March 2001 - January 2005
Dain Rauscher, Inc November 1998 - March 2001
Piper Jaffray, Inc January 1993 - November 1998
Skills
Risk Management, Operations Management, Process Improvement, Series 7, Business Process..., Employee Management, Analytics, Series 9, Series 24, Banking, Financial Services, Leadership, Financial Analysis, Strategy, Finance, Asset Management, Portfolio Management, FINRA, Management, Financial Risk, Change Management, Credit, Investments, Mutual Funds, Equities, Securities, Retirement Planning, Trading, Wealth Management, Business Analysis, Business Development, Series 63
Education
University of St. Thomas
Masters, Business Administration
University of Minnesota-Twin Cities 1986 — 1990
Bachelor of Science, Economics
University of Pennsylvania - The Wharton School 2008 — 2011
Securities Industry Institute, Investments and Securities
Washington University in St. Louis - Olin Business School 2011 — 2012
Risk Management for Sr. Leaders, Operational Risk Management
Wells Fargo Securities September 2014 - Present
Ameriprise Financial Services, Inc May 2013 - September 2014
Wells Fargo Advisors August 2012 - May 2013
Wells Fargo Advisors January 2011 - July 2012
Wells Fargo Investments January 2005 - January 2010
Wells Fargo Investments March 2001 - January 2005
Dain Rauscher, Inc November 1998 - March 2001
Piper Jaffray, Inc January 1993 - November 1998
Skills
Risk Management, Operations Management, Process Improvement, Series 7, Business Process..., Employee Management, Analytics, Series 9, Series 24, Banking, Financial Services, Leadership, Financial Analysis, Strategy, Finance, Asset Management, Portfolio Management, FINRA, Management, Financial Risk, Change Management, Credit, Investments, Mutual Funds, Equities, Securities, Retirement Planning, Trading, Wealth Management, Business Analysis, Business Development, Series 63
Education
University of St. Thomas
Masters, Business Administration
University of Minnesota-Twin Cities 1986 — 1990
Bachelor of Science, Economics
University of Pennsylvania - The Wharton School 2008 — 2011
Securities Industry Institute, Investments and Securities
Washington University in St. Louis - Olin Business School 2011 — 2012
Risk Management for Sr. Leaders, Operational Risk Management
Malcolm Stuhlmiller Malcolm Stuhlmiller's Wells Fargo Advisors Experience March 2012 - June 2012
Job Retired
Industry Financial Services
Experience
Marquette Asset Management January 2012 - June 2015
Wells Fargo Bank, N.A. November 2001 - October 2012
Wells Fargo Advisors March 2012 - June 2012
Wells Fargo Bank April 2000 - November 2001
Kaplan, Strangis and Kaplan, P.A. January 1993 - March 2000
Skills
Fiduciary and Risk..., Relationship Development, Strategic Communications, Confidentiality, Training and mentoring, Microsoft Excel, Financial Risk, Training, Wealth Management..., High Net Worth...
Education
University of Minnesota-Twin Cities 1975 — 1977
Bachelor of Arts, English Literature / Music
Marquette Asset Management January 2012 - June 2015
Wells Fargo Bank, N.A. November 2001 - October 2012
Wells Fargo Advisors March 2012 - June 2012
Wells Fargo Bank April 2000 - November 2001
Kaplan, Strangis and Kaplan, P.A. January 1993 - March 2000
Skills
Fiduciary and Risk..., Relationship Development, Strategic Communications, Confidentiality, Training and mentoring, Microsoft Excel, Financial Risk, Training, Wealth Management..., High Net Worth...
Education
University of Minnesota-Twin Cities 1975 — 1977
Bachelor of Arts, English Literature / Music
Gary Baker Gary Baker's Wells Fargo Advisors Experience February 2009 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors February 2009 - Present
Merrill Lynch February 2005 - February 2009
Morgan Stanley Dean Witter September 1998 - February 2005
Skills
Investments, Financial Advisory, Retirement Planning, Asset Allocation, Portfolio Management, Finance, Retirement, Management, Wealth Management, Series 7, Financial Analysis, Mutual Funds, Team Building, Insurance
Education
Washington University in St. Louis - Olin Business School 2002 — 2005
MBA, Business
University of Missouri-Columbia 1994 — 1998
Personal Finance, Business and Personal Finance
Wells Fargo Advisors February 2009 - Present
Merrill Lynch February 2005 - February 2009
Morgan Stanley Dean Witter September 1998 - February 2005
Skills
Investments, Financial Advisory, Retirement Planning, Asset Allocation, Portfolio Management, Finance, Retirement, Management, Wealth Management, Series 7, Financial Analysis, Mutual Funds, Team Building, Insurance
Education
Washington University in St. Louis - Olin Business School 2002 — 2005
MBA, Business
University of Missouri-Columbia 1994 — 1998
Personal Finance, Business and Personal Finance
Jennifer Cox, MBA Jennifer Cox, MBA's Wells Fargo Advisors Experience September 2013 - Present
Job RFP Marketing Specialist at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors September 2013 - Present
Wells Fargo Advisors May 2011 - Present
Edward Jones April 2010 - May 2011
Primerica April 2008 - April 2010
2008 Hewitt & Associates October 2007 - September 2008
Jefferson Pilot Financial/Lincoln Financial July 2005 - October 2007
Social Security Administration September 2003 - March 2005
Skills
Client Service, Insurance, Personal Finance, Financial Coaching, Financial Education, 401 K Rollovers, Roth IRA, Term Life Insurance
Education
Strayer University 2008 — 2010
Masters, Business Administration; Finance
University of Missouri-Columbia 1998 — 2003
Bachelors of Arts, Interdisciplinary Studies; Finance Management Services, Psychology, and English
Wells Fargo Advisors September 2013 - Present
Wells Fargo Advisors May 2011 - Present
Edward Jones April 2010 - May 2011
Primerica April 2008 - April 2010
2008 Hewitt & Associates October 2007 - September 2008
Jefferson Pilot Financial/Lincoln Financial July 2005 - October 2007
Social Security Administration September 2003 - March 2005
Skills
Client Service, Insurance, Personal Finance, Financial Coaching, Financial Education, 401 K Rollovers, Roth IRA, Term Life Insurance
Education
Strayer University 2008 — 2010
Masters, Business Administration; Finance
University of Missouri-Columbia 1998 — 2003
Bachelors of Arts, Interdisciplinary Studies; Finance Management Services, Psychology, and English
Dan Kraus Dan Kraus's Wells Fargo Advisors Experience September 2010 - Present
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors September 2010 - Present
Anheuser-Busch 1982 - 2008
KPMG Peat Marwick May 1978 - April 1982
Skills
Investments, Retirement Planning, Financial Analysis, Financial Modeling, Strategic Financial..., Financial Advisory, Investment Strategies, Financial Services, Asset Allocation, Business Planning
Education
University of Missouri-Columbia 1974 — 1978
BSBA, Accounting
University of Missouri-Saint Louis 1984 — 1987
MBA, Finance
Wells Fargo Advisors September 2010 - Present
Anheuser-Busch 1982 - 2008
KPMG Peat Marwick May 1978 - April 1982
Skills
Investments, Retirement Planning, Financial Analysis, Financial Modeling, Strategic Financial..., Financial Advisory, Investment Strategies, Financial Services, Asset Allocation, Business Planning
Education
University of Missouri-Columbia 1974 — 1978
BSBA, Accounting
University of Missouri-Saint Louis 1984 — 1987
MBA, Finance
Jill Sachs Jill Sachs's Wells Fargo Advisors Experience January 2010 - December 2011
Job Consultant at Sachs Financial
Industry Financial Services
Experience
Sachs Financial March 2012 - Present
Wells Fargo Advisors January 2010 - December 2011
Edward Jones October 2007 - January 2010
TIAA-CREF August 2006 - October 2007
New England Financial December 2003 - October 2005
Allmerica Financial 2002 - 2003
Skills
Customer Relations, Tactics, Market Planning, Advertising, Event Planning, Marketing Strategy, Internal Communications, Community Relations, Direct Marketing, Community Development, Customer Service, Social Media Marketing, Marketing Communications, Social Networking, Web Analytics, Management, Budgets, Marketing, Strategy, Strategic Planning, Sales, Training, Public Relations
Education
University of Missouri-Columbia 1995 — 1997
BS, Communications
University of Missouri-Saint Louis
BA, Communications
Sachs Financial March 2012 - Present
Wells Fargo Advisors January 2010 - December 2011
Edward Jones October 2007 - January 2010
TIAA-CREF August 2006 - October 2007
New England Financial December 2003 - October 2005
Allmerica Financial 2002 - 2003
Skills
Customer Relations, Tactics, Market Planning, Advertising, Event Planning, Marketing Strategy, Internal Communications, Community Relations, Direct Marketing, Community Development, Customer Service, Social Media Marketing, Marketing Communications, Social Networking, Web Analytics, Management, Budgets, Marketing, Strategy, Strategic Planning, Sales, Training, Public Relations
Education
University of Missouri-Columbia 1995 — 1997
BS, Communications
University of Missouri-Saint Louis
BA, Communications
Lance Simon Lance Simon's Wells Fargo Advisors Experience August 2013 - Present
Job Student at University of MissouriSaint Louis
Industry Accounting
Experience
Wells Fargo Advisors August 2013 - Present
Edward Jones November 2012 - July 2013
BEIJING YOUTH POLITICAL COLLEGE September 2002 - January 2012
SCOTTRADE, INC March 1999 - February 2002
AEROSPACE COMMUNITY CREDIT UNION February 1998 - March 1999
Skills
Accounting, Auditing, Management, Cost Accounting, Mergers & Acquisitions, Finance, Financial Analysis, Financial Reporting, Microsoft Excel
Education
University of Missouri-Saint Louis 2009 — 2014
Masters of Accountancy, Accounting
University of Missouri-Columbia
Bachelors of Science, Business Administration; Finance and Banking
Wells Fargo Advisors August 2013 - Present
Edward Jones November 2012 - July 2013
BEIJING YOUTH POLITICAL COLLEGE September 2002 - January 2012
SCOTTRADE, INC March 1999 - February 2002
AEROSPACE COMMUNITY CREDIT UNION February 1998 - March 1999
Skills
Accounting, Auditing, Management, Cost Accounting, Mergers & Acquisitions, Finance, Financial Analysis, Financial Reporting, Microsoft Excel
Education
University of Missouri-Saint Louis 2009 — 2014
Masters of Accountancy, Accounting
University of Missouri-Columbia
Bachelors of Science, Business Administration; Finance and Banking
Darin Hargreaves, MBA, CFP Darin Hargreaves, MBA, CFP's Wells Fargo Advisors Experience December 2013 - Present
Job Senior Vice President, Regional Brokerage Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors December 2013 - Present
Ameriprise Financial Services, Inc. August 2011 - December 2013
Robert W. Baird August 2008 - September 2011
Wachovia Securities, LLC January 2006 - August 2008
Wells Fargo January 2004 - January 2006
Prudential Financial March 2002 - March 2004
Prudential Financial September 2000 - February 2002
Edward Jones May 1995 - August 2000
US Army 1997 - 1999
U.S. Army 1988 - 1995
Skills
Risk Management, Strategic Planning, Coaching, Recruiting, Leadership Development, Business Planning, Strategic Financial..., Leadership, Training, Finance, Sales, Investments, Marketing, Sales Management
Education
Certified Financial Planner Board of Standards, Inc.
CFP - Certified Financial Planner
Wolrdwide Association of Business Coaches 2006 — 2006
RCC - Registered Corporate Coach™
Ameritus University 2002 — 2003
MBA - Master of Business Administration, Business Management
Institute of Business and Finance 1994 — 1995
CFS - Certified Fund Specialist
University of Minnesota-Twin Cities 1984 — 1988
Bachelor of Science
Wells Fargo Advisors December 2013 - Present
Ameriprise Financial Services, Inc. August 2011 - December 2013
Robert W. Baird August 2008 - September 2011
Wachovia Securities, LLC January 2006 - August 2008
Wells Fargo January 2004 - January 2006
Prudential Financial March 2002 - March 2004
Prudential Financial September 2000 - February 2002
Edward Jones May 1995 - August 2000
US Army 1997 - 1999
U.S. Army 1988 - 1995
Skills
Risk Management, Strategic Planning, Coaching, Recruiting, Leadership Development, Business Planning, Strategic Financial..., Leadership, Training, Finance, Sales, Investments, Marketing, Sales Management
Education
Certified Financial Planner Board of Standards, Inc.
CFP - Certified Financial Planner
Wolrdwide Association of Business Coaches 2006 — 2006
RCC - Registered Corporate Coach™
Ameritus University 2002 — 2003
MBA - Master of Business Administration, Business Management
Institute of Business and Finance 1994 — 1995
CFS - Certified Fund Specialist
University of Minnesota-Twin Cities 1984 — 1988
Bachelor of Science
Chase Ziebol Chase Ziebol's Wells Fargo Advisors Experience July 2015 - Present
Job WBR Analyst at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors July 2015 - Present
Alexander Forrest Investments LLC June 2014 - January 2015
Waddell and Reed May 2013 - August 2013
Emerging Technology and Capital January 2011 - August 2011
Skills
Microsoft Excel, Customer Service, PowerPoint, Leadership, Microsoft Word, Public Speaking, Time Management, Social Media, Team Leadership, Teamwork, Marketing
Education
University of Missouri-Columbia 2011 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
St. John Vianney High School 2006 — 2010
Wells Fargo Advisors July 2015 - Present
Alexander Forrest Investments LLC June 2014 - January 2015
Waddell and Reed May 2013 - August 2013
Emerging Technology and Capital January 2011 - August 2011
Skills
Microsoft Excel, Customer Service, PowerPoint, Leadership, Microsoft Word, Public Speaking, Time Management, Social Media, Team Leadership, Teamwork, Marketing
Education
University of Missouri-Columbia 2011 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
St. John Vianney High School 2006 — 2010
Ed Hellier Ed Hellier's Wells Fargo Advisors Experience November 2002 - February 2015
Job Director of Insurance Services
Industry Financial Services
Experience
Alerus Financial June 2015 - Present
Wells Fargo Advisors November 2002 - February 2015
Lutheran Brotherhood June 1983 - November 2002
Skills
Life Insurance, Disability Insurance, Long Term Care Insurance
Education
Fraternal Insurance Congress 1983 — 1985
FICF- Faternal Insurance Counselor Fellow, Insurance planning
University of Minnesota-Twin Cities 1976 — 1980
Marketing/Marketing Management, General
Alerus Financial June 2015 - Present
Wells Fargo Advisors November 2002 - February 2015
Lutheran Brotherhood June 1983 - November 2002
Skills
Life Insurance, Disability Insurance, Long Term Care Insurance
Education
Fraternal Insurance Congress 1983 — 1985
FICF- Faternal Insurance Counselor Fellow, Insurance planning
University of Minnesota-Twin Cities 1976 — 1980
Marketing/Marketing Management, General
Paul Klevorn Paul Klevorn's Wells Fargo Advisors Experience June 2014 - Present
Job Trading/Service Representative at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors June 2014 - Present
Wells Fargo August 2012 - June 2014
Self Employed January 2011 - November 2012
University of Minnesota June 2010 - December 2010
University of Minnesota May 2009 - August 2009
University of Minnesota May 2008 - August 2008
FourCrown, Inc. May 2007 - August 2007
Skills
Research, Data Analysis
Education
University of Minnesota-Twin Cities 2006 — 2010
BA, History
Wells Fargo Advisors June 2014 - Present
Wells Fargo August 2012 - June 2014
Self Employed January 2011 - November 2012
University of Minnesota June 2010 - December 2010
University of Minnesota May 2009 - August 2009
University of Minnesota May 2008 - August 2008
FourCrown, Inc. May 2007 - August 2007
Skills
Research, Data Analysis
Education
University of Minnesota-Twin Cities 2006 — 2010
BA, History
Jeff Hackney Jeff Hackney's Wells Fargo Advisors Experience October 2014 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors October 2014 - Present
Plaza Motors 2012 - 2014
Skills
Research, Management, Microsoft Excel, Sales Management, Finance, Negotiation, Marketing, Investments, Financial Analysis, Retirement Planning, writing, Legal Compliance, Legal Writing, Portfolio Management, Sales Process, arbitraton
Education
University of Missouri-Columbia
Bachelor’s Degree
Washington University in St. Louis School of Law
Juris Doctor (J.D.)
Wells Fargo Advisors October 2014 - Present
Plaza Motors 2012 - 2014
Skills
Research, Management, Microsoft Excel, Sales Management, Finance, Negotiation, Marketing, Investments, Financial Analysis, Retirement Planning, writing, Legal Compliance, Legal Writing, Portfolio Management, Sales Process, arbitraton
Education
University of Missouri-Columbia
Bachelor’s Degree
Washington University in St. Louis School of Law
Juris Doctor (J.D.)
Joseph Sardo Joseph Sardo's Wells Fargo Advisors Experience June 2015 - Present
Job WFA Regional Supervisor, Middle Office Services Group at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors June 2015 - Present
Wells Fargo Advisors February 2014 - June 2015
Edward Jones August 2013 - January 2014
Mister Guy Clothiers December 2011 - August 2013
Saint Louis Art Museum January 2008 - November 2011
Elsevier August 2006 - January 2008
Education
University of Missouri-Columbia 2001 — 2005
Bachelor of Arts, English
Wells Fargo Advisors June 2015 - Present
Wells Fargo Advisors February 2014 - June 2015
Edward Jones August 2013 - January 2014
Mister Guy Clothiers December 2011 - August 2013
Saint Louis Art Museum January 2008 - November 2011
Elsevier August 2006 - January 2008
Education
University of Missouri-Columbia 2001 — 2005
Bachelor of Arts, English
Dan Deweese Dan Deweese's Wells Fargo Advisors Experience March 2014 - Present
Job Web Manager, Web Marketing, Web Production
Industry Internet
Experience
Wells Fargo Advisors March 2014 - Present
Deweese Design 2005 - March 2014
Lutheran Hour Ministries April 1999 - December 2004
Wellness Resource Center, MU September 1993 - August 1998
Skills
Website Management, Web Design, Mobile Web Design, Information Architecture, Website Administration, CSS3, CSS, HTML 5, HTML, Illustrator, Photoshop, Fireworks, Wordpress, Wordpress Design, Blog Management, Blog Development, Blogging, Music Production, Video Editing, Dreamweaver, Web Development, Website Development, Website Redesign, Adobe Fireworks, Adobe Freehand, jQuery, jQuery Mobile, JavaScript Libraries, CSS Javascript, Axure RP, WordPress, Musical Instruments, Copywriting, Logo Design, Flash, JavaScript, Brochures, Art Direction, Joomla, Front-end, Newsletters, HTML5
Education
University of Missouri-Columbia 1995 — 1998
Masters, English Literature
University of Missouri-Columbia 1987 — 1991
Bachelors, Journalism, Advertising Sequence
Wells Fargo Advisors March 2014 - Present
Deweese Design 2005 - March 2014
Lutheran Hour Ministries April 1999 - December 2004
Wellness Resource Center, MU September 1993 - August 1998
Skills
Website Management, Web Design, Mobile Web Design, Information Architecture, Website Administration, CSS3, CSS, HTML 5, HTML, Illustrator, Photoshop, Fireworks, Wordpress, Wordpress Design, Blog Management, Blog Development, Blogging, Music Production, Video Editing, Dreamweaver, Web Development, Website Development, Website Redesign, Adobe Fireworks, Adobe Freehand, jQuery, jQuery Mobile, JavaScript Libraries, CSS Javascript, Axure RP, WordPress, Musical Instruments, Copywriting, Logo Design, Flash, JavaScript, Brochures, Art Direction, Joomla, Front-end, Newsletters, HTML5
Education
University of Missouri-Columbia 1995 — 1998
Masters, English Literature
University of Missouri-Columbia 1987 — 1991
Bachelors, Journalism, Advertising Sequence
Jared Frank Jared Frank's Wells Fargo Advisors Experience October 2013 - Present
Job Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors October 2013 - Present
Shiloh Bar and Grill August 2010 - September 2013
Northwestern Mutual May 2012 - August 2012
Skills
Oral & Written..., Numerical Analysis, Underwriting, Asset Managment, Strategic Financial..., Leadership, Business Strategy, People Skills, Fundraising, Retirement Planning, Finance, Life Insurance, Insurance, Financial Analysis, Financial Planning
Education
University of Missouri-Columbia 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Banking
Parkway Central High School 2005 — 2009
Wells Fargo Advisors October 2013 - Present
Shiloh Bar and Grill August 2010 - September 2013
Northwestern Mutual May 2012 - August 2012
Skills
Oral & Written..., Numerical Analysis, Underwriting, Asset Managment, Strategic Financial..., Leadership, Business Strategy, People Skills, Fundraising, Retirement Planning, Finance, Life Insurance, Insurance, Financial Analysis, Financial Planning
Education
University of Missouri-Columbia 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Banking
Parkway Central High School 2005 — 2009
Cole Edwards's Wells Fargo Advisors Experience June 2014 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors June 2014 - Present
Citi March 2009 - June 2014
Citimortgage January 2009 - June 2014
RE/MAX March 2005 - December 2012
Client Services Incorporated January 2005 - May 2006
Vinco Investments Inc March 2004 - December 2005
Sunbelt Rentals March 2001 - March 2004
Brambles Equipment 2000 - 2001
Fullbach 1999 - 1999
Goedecke 1998 - 1999
Skills
Financial Planning, Financial Services, Strategic Planning, Loans, Budgets, Finance, Financial Analysis, New Business Development, Sales Operations, Series 7, Series 66, Sales, Leadership, Portfolio Management, Customer Service, Management, Process Improvement, Team Building, Sales Management, Credit, Customer Satisfaction, Negotiation, Strategic Financial...
Education
University of Missouri-Columbia 1992 — 1996
B.S., Animal Science
Lafayette H.S. 1989 — 1992
Wells Fargo Advisors June 2014 - Present
Citi March 2009 - June 2014
Citimortgage January 2009 - June 2014
RE/MAX March 2005 - December 2012
Client Services Incorporated January 2005 - May 2006
Vinco Investments Inc March 2004 - December 2005
Sunbelt Rentals March 2001 - March 2004
Brambles Equipment 2000 - 2001
Fullbach 1999 - 1999
Goedecke 1998 - 1999
Skills
Financial Planning, Financial Services, Strategic Planning, Loans, Budgets, Finance, Financial Analysis, New Business Development, Sales Operations, Series 7, Series 66, Sales, Leadership, Portfolio Management, Customer Service, Management, Process Improvement, Team Building, Sales Management, Credit, Customer Satisfaction, Negotiation, Strategic Financial...
Education
University of Missouri-Columbia 1992 — 1996
B.S., Animal Science
Lafayette H.S. 1989 — 1992
Grazida King Grazida King's Wells Fargo Advisors Experience January 2011 - Present
Job Learning Consultant
Industry Financial Services
Experience
Wells Fargo Advisors January 2011 - Present
Perfect Love World Revival Ministries 2007 - 2010
New York Life Insurance Company June 2007 - December 2008
Reuters June 1997 - December 2007
Bridge Trading 2000 - 2004
Skills
Financial Markets, Salesforce.com, Equities, Change Management, Relationship Management, Market Data, Business Analysis, Financial Services, Vendor Management, Trading, Process Improvement, Customer Service, Management, Fixed Income, Program Management, Leadership
Education
University of Missouri-Columbia 1988 — 1993
Wells Fargo Advisors January 2011 - Present
Perfect Love World Revival Ministries 2007 - 2010
New York Life Insurance Company June 2007 - December 2008
Reuters June 1997 - December 2007
Bridge Trading 2000 - 2004
Skills
Financial Markets, Salesforce.com, Equities, Change Management, Relationship Management, Market Data, Business Analysis, Financial Services, Vendor Management, Trading, Process Improvement, Customer Service, Management, Fixed Income, Program Management, Leadership
Education
University of Missouri-Columbia 1988 — 1993
Jennifer Albensoeder Jennifer Albensoeder's Wells Fargo Advisors Experience November 2009 - October 2011
Job Complex Administrative Manager at Raymond James
Industry Financial Services
Experience
Raymond James October 2011 - Present
Wells Fargo Advisors November 2009 - October 2011
A.G. Edwards & Sons, Inc. May 2001 - November 2009
Education
University of Minnesota-Twin Cities
Political Science and Government
Raymond James October 2011 - Present
Wells Fargo Advisors November 2009 - October 2011
A.G. Edwards & Sons, Inc. May 2001 - November 2009
Education
University of Minnesota-Twin Cities
Political Science and Government
Adam Rankin, MPPA Adam Rankin, MPPA's Wells Fargo Advisors Experience July 2013 - April 2014
Job Principal at Fourth City Strategies
Industry Political Organization
Experience
Fourth City Strategies, LLC January 2015 - Present
Deb Lavender for Missouri State Representative April 2014 - November 2014
Wells Fargo Advisors July 2013 - April 2014
Citizens for Shane Cohn September 2012 - January 2013
Jeanette Mott Oxford for Missouri Senate April 2012 - August 2012
Community Builders Network of Metropolitan St. Louis January 2012 - May 2012
University of Missouri - St. Louis January 2012 - May 2012
Zake Zimmerman for Saint Louis County February 2011 - April 2011
Charlie Dooley for Saint Louis County June 2010 - November 2010
Missourians for Fair and Impartial Courts March 2010 - May 2010
Skills
Microsoft Office, Excel, Access, Stata, VoteBuilder, Voter Access Network..., Community Development, Policy Analysis, Public Speaking, Leadership, Research, Politics, Nonprofits, Fundraising, Policy, Public Policy, Microsoft Excel, Community Outreach, Event Planning, Volunteer Management
Education
University of Missouri-Saint Louis 2011 — 2013
Master of Public Policy Administration, Policy Research & Analysis
University of Missouri-Columbia 2006 — 2009
Bachelor of Arts, Political Science, Minor in Philosophy
Fourth City Strategies, LLC January 2015 - Present
Deb Lavender for Missouri State Representative April 2014 - November 2014
Wells Fargo Advisors July 2013 - April 2014
Citizens for Shane Cohn September 2012 - January 2013
Jeanette Mott Oxford for Missouri Senate April 2012 - August 2012
Community Builders Network of Metropolitan St. Louis January 2012 - May 2012
University of Missouri - St. Louis January 2012 - May 2012
Zake Zimmerman for Saint Louis County February 2011 - April 2011
Charlie Dooley for Saint Louis County June 2010 - November 2010
Missourians for Fair and Impartial Courts March 2010 - May 2010
Skills
Microsoft Office, Excel, Access, Stata, VoteBuilder, Voter Access Network..., Community Development, Policy Analysis, Public Speaking, Leadership, Research, Politics, Nonprofits, Fundraising, Policy, Public Policy, Microsoft Excel, Community Outreach, Event Planning, Volunteer Management
Education
University of Missouri-Saint Louis 2011 — 2013
Master of Public Policy Administration, Policy Research & Analysis
University of Missouri-Columbia 2006 — 2009
Bachelor of Arts, Political Science, Minor in Philosophy
Mohamud Ahmed's Wells Fargo Advisors Experience July 2013 - January 2015
Job Oracle BI Consultant at State of Minnesota Department of Education
Industry Information Technology and Services
Experience
State of Minnesota Department of Education February 2015 - Present
Wells Fargo Advisors July 2013 - January 2015
T-Mobile April 2012 - June 2013
UBS Investment Bank November 2010 - March 2012
Blue Cross and Blue Shield June 2008 - October 2010
Blue Cross and Blue Shield January 2007 - May 2008
Skills
Business Intelligence, OBIEE, Informatica, SQL, PL/SQL, Data Warehousing, ETL, Databases, Business Analysis, Management, Dashboard, Performance Tuning, Oracle SQL Developer, ODI, OBIA, UNIX/LINUX, Report Development, DAC, BI Publisher, Requirements Gathering, KPI Reports, SDLC, Unix, Requirements Analysis, Shell Scripting, Data Migration
Education
University of Minnesota-Twin Cities 2004 — 2007
Bachelor of Science (BSc), Finance & Computer Science
State of Minnesota Department of Education February 2015 - Present
Wells Fargo Advisors July 2013 - January 2015
T-Mobile April 2012 - June 2013
UBS Investment Bank November 2010 - March 2012
Blue Cross and Blue Shield June 2008 - October 2010
Blue Cross and Blue Shield January 2007 - May 2008
Skills
Business Intelligence, OBIEE, Informatica, SQL, PL/SQL, Data Warehousing, ETL, Databases, Business Analysis, Management, Dashboard, Performance Tuning, Oracle SQL Developer, ODI, OBIA, UNIX/LINUX, Report Development, DAC, BI Publisher, Requirements Gathering, KPI Reports, SDLC, Unix, Requirements Analysis, Shell Scripting, Data Migration
Education
University of Minnesota-Twin Cities 2004 — 2007
Bachelor of Science (BSc), Finance & Computer Science
Odies Turner Odies Turner's Wells Fargo Advisors Experience August 2012 - Present
Job Loan Servicing Specialist 3 at Wells Fargo Advisors
Industry Medical Practice
Experience
Preferred One Insurance April 2013 - Present
Wells Fargo Advisors August 2012 - Present
Skills
Healthcare, Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Research, Healthcare Management, PowerPoint, Public Speaking
Education
University of Minnesota-Twin Cities
Business Administration and Management, General
Preferred One Insurance April 2013 - Present
Wells Fargo Advisors August 2012 - Present
Skills
Healthcare, Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Research, Healthcare Management, PowerPoint, Public Speaking
Education
University of Minnesota-Twin Cities
Business Administration and Management, General
Dana Purkey Dana Purkey's Wells Fargo Advisors Experience August 2011 - Present
Job Vice President, Internal Communications Consultant at Wells Fargo Advisors
Industry Public Relations and Communications
Experience
Wells Fargo Advisors August 2011 - Present
Standing Partnership July 2010 - August 2011
Advantage Capital Partners June 2007 - July 2010
Osborn & Barr Communications 2006 - 2007
Slack Barshinger & Partners 2004 - 2006
Skills
Strategic Communications, Media Relations, Internal Communications, Public Relations, Integrated Marketing, Social Media, Corporate Communications, Press Releases, Strategic Planning, Marketing Communications, Marketing Strategy, Crisis Communications
Education
University of Missouri-Columbia 2000 — 2004
Bachelor of Arts, Communication
Wells Fargo Advisors August 2011 - Present
Standing Partnership July 2010 - August 2011
Advantage Capital Partners June 2007 - July 2010
Osborn & Barr Communications 2006 - 2007
Slack Barshinger & Partners 2004 - 2006
Skills
Strategic Communications, Media Relations, Internal Communications, Public Relations, Integrated Marketing, Social Media, Corporate Communications, Press Releases, Strategic Planning, Marketing Communications, Marketing Strategy, Crisis Communications
Education
University of Missouri-Columbia 2000 — 2004
Bachelor of Arts, Communication
Joe Rintoul Joe Rintoul's Wells Fargo Advisors Experience September 2012 - Present
Job Video and Digital Media Team at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors September 2012 - Present
Wells Fargo Advisors January 2009 - September 2012
Wachovia Securities February 2008 - January 2009
A.G. Edwards 1999 - 2008
Creative Producers Group 1998 - 1999
Venture Stores 1995 - 1998
KETC Channel 9 St. louis 1992 - 1995
Skills
Project Management, Marketing Communications, Writing Skills, Digital Marketing, Brand Awareness, Product Marketing, Digital Video, Web Video, Social Media Marketing, Video Production, YouTube, Vimeo, Online Video Marketing, Video Editing, Marketing Strategy, Management, Broadcast, Training, Video
Education
University of Missouri-Columbia 1987 — 1991
BA, Radio, TV and Film
Wells Fargo Advisors September 2012 - Present
Wells Fargo Advisors January 2009 - September 2012
Wachovia Securities February 2008 - January 2009
A.G. Edwards 1999 - 2008
Creative Producers Group 1998 - 1999
Venture Stores 1995 - 1998
KETC Channel 9 St. louis 1992 - 1995
Skills
Project Management, Marketing Communications, Writing Skills, Digital Marketing, Brand Awareness, Product Marketing, Digital Video, Web Video, Social Media Marketing, Video Production, YouTube, Vimeo, Online Video Marketing, Video Editing, Marketing Strategy, Management, Broadcast, Training, Video
Education
University of Missouri-Columbia 1987 — 1991
BA, Radio, TV and Film
Ted Frederickson, CFP® Ted Frederickson, CFP®'s Wells Fargo Advisors Experience February 2000 - Present
Job First Vice PresidentInvestments, Fundamental Choice Portfolio Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors February 2000 - Present
PaineWebber June 1996 - February 2000
Skills
Investments, Alternative Investments, Retirement Planning, Financial Services, Finance, High Net Worth..., Mutual Funds, Investment Strategies, Multi-generational..., Estate Investment..., 401k Rollovers
Education
University of Minnesota-Twin Cities 1992 — 1996
BA, Economics
Wells Fargo Advisors February 2000 - Present
PaineWebber June 1996 - February 2000
Skills
Investments, Alternative Investments, Retirement Planning, Financial Services, Finance, High Net Worth..., Mutual Funds, Investment Strategies, Multi-generational..., Estate Investment..., 401k Rollovers
Education
University of Minnesota-Twin Cities 1992 — 1996
BA, Economics
Garrett Graves Garrett Graves's Wells Fargo Advisors Experience May 2008 - August 2008
Job Sr. Buyer at General Mills
Industry Consumer Goods
Experience
General Mills June 2015 - Present
Snowta Apparel December 2013 - Present
Target July 2013 - May 2015
Target March 2011 - June 2013
Frontier Futures Inc. June 2010 - July 2010
Accredited Investors, Inc. August 2009 - May 2010
Wells Fargo Advisors May 2008 - August 2008
Skills
Accounting, Investments, Analysis, Financial Reporting, Economics, Business Analysis, Retail, Merchandising, Product Assortment..., Forecasting, Inventory Management, Negotiation, Strategic Negotiations, Strategic Planning, Vendor Partnerships
Education
University of Minnesota - Carlson School of Management 2007 — 2010
BS, Finance, Economics
General Mills June 2015 - Present
Snowta Apparel December 2013 - Present
Target July 2013 - May 2015
Target March 2011 - June 2013
Frontier Futures Inc. June 2010 - July 2010
Accredited Investors, Inc. August 2009 - May 2010
Wells Fargo Advisors May 2008 - August 2008
Skills
Accounting, Investments, Analysis, Financial Reporting, Economics, Business Analysis, Retail, Merchandising, Product Assortment..., Forecasting, Inventory Management, Negotiation, Strategic Negotiations, Strategic Planning, Vendor Partnerships
Education
University of Minnesota - Carlson School of Management 2007 — 2010
BS, Finance, Economics
Courtney Swanson Courtney Swanson's Wells Fargo Advisors Experience April 2012 - June 2013
Job Student Services Specialist at University of Minnesota College of Continuing Education
Industry Higher Education
Experience
University of Minnesota College of Continuing Education June 2013 - Present
University of Minnesota MN Space Grant Cons. May 2014 - September 2015
Wells Fargo Advisors April 2012 - June 2013
Bruegger's Bagels May 2009 - April 2012
Skills
Microsoft Office, Customer Service, Leadership, Data Analysis, Creative Problem Solving, Teamwork, Organization &..., Time Management, Critical Thinking, Matlab, Problem Solving, PowerPoint, Management, Solidworks, Data Entry, C++, Mortgage Lending, C++ Language, Direct Sales, Gantt Project, PeopleSoft, Arduino, Mathematica, Java
Education
University of Minnesota-Twin Cities 2010 — 2016
Bachelor of Science (B.S.), Aerospace Engineering and Mechanics
University of Minnesota College of Continuing Education June 2013 - Present
University of Minnesota MN Space Grant Cons. May 2014 - September 2015
Wells Fargo Advisors April 2012 - June 2013
Bruegger's Bagels May 2009 - April 2012
Skills
Microsoft Office, Customer Service, Leadership, Data Analysis, Creative Problem Solving, Teamwork, Organization &..., Time Management, Critical Thinking, Matlab, Problem Solving, PowerPoint, Management, Solidworks, Data Entry, C++, Mortgage Lending, C++ Language, Direct Sales, Gantt Project, PeopleSoft, Arduino, Mathematica, Java
Education
University of Minnesota-Twin Cities 2010 — 2016
Bachelor of Science (B.S.), Aerospace Engineering and Mechanics
Kayla Matthews Kayla Matthews's Wells Fargo Advisors Experience September 2014 - June 2015
Job Client Service Specialist at Buckingham Family of Financial Services
Industry Financial Services
Experience
Buckingham Family of Financial Services June 2015 - Present
Wells Fargo Advisors September 2014 - June 2015
Texas Roudhouse December 2011 - August 2014
Northwestern Mutual August 2013 - December 2013
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Time Management, Event Planning, Sales, Social Media, PowerPoint, Management, Customer Satisfaction, Sales Management, Inventory Management, Hospitality, Team Building, Team Leadership, Project Management, Leadership
Education
University of Missouri-Columbia 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Banking
Buckingham Family of Financial Services June 2015 - Present
Wells Fargo Advisors September 2014 - June 2015
Texas Roudhouse December 2011 - August 2014
Northwestern Mutual August 2013 - December 2013
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Time Management, Event Planning, Sales, Social Media, PowerPoint, Management, Customer Satisfaction, Sales Management, Inventory Management, Hospitality, Team Building, Team Leadership, Project Management, Leadership
Education
University of Missouri-Columbia 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Banking
Justin DeGroot, CTFA Justin DeGroot, CTFA's Wells Fargo Advisors Experience January 2015 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Investment Management
Experience
Wells Fargo Advisors January 2015 - Present
Wells Fargo June 2014 - January 2015
Wells Fargo December 2012 - May 2014
Wells Fargo 2007 - December 2012
Wells Fargo July 2005 - April 2007
Skills
Fiduciary Services, Trust Management, Retirement Planning, Investment Management, Estate Planning, High Net Worth..., Risk Management, Hold Series 7, Hold Series 66, CTFA
Education
University of Minnesota-Twin Cities 2001 — 2005
Bachelor of Arts (B.A.), European History
Wells Fargo Advisors January 2015 - Present
Wells Fargo June 2014 - January 2015
Wells Fargo December 2012 - May 2014
Wells Fargo 2007 - December 2012
Wells Fargo July 2005 - April 2007
Skills
Fiduciary Services, Trust Management, Retirement Planning, Investment Management, Estate Planning, High Net Worth..., Risk Management, Hold Series 7, Hold Series 66, CTFA
Education
University of Minnesota-Twin Cities 2001 — 2005
Bachelor of Arts (B.A.), European History
JL McKown JL McKown's Wells Fargo Advisors Experience August 2014 - Present
Job Lending and Banking Services
Industry Marketing and Advertising
Experience
Wells Fargo Advisors August 2014 - Present
Missouri Botanical Garden January 2014 - April 2014
Portrait Innovations November 2013 - February 2014
Mizzou Football Facebook Page June 2009 - October 2013
Skills
Photography, Digital Photography, Portrait Photography, Lightroom, Event Photography, Photoshop, Commercial Photography, Portraits, Image Editing, Fine Art Photography, Photojournalism, Studio Lighting, Studio Photography, Facebook, Social Media, Photos
Education
University of Missouri-Columbia 2007 — 2013
Bachelor of Fine Arts (BFA), Photography
MICDS 1993 — 2007
Wells Fargo Advisors August 2014 - Present
Missouri Botanical Garden January 2014 - April 2014
Portrait Innovations November 2013 - February 2014
Mizzou Football Facebook Page June 2009 - October 2013
Skills
Photography, Digital Photography, Portrait Photography, Lightroom, Event Photography, Photoshop, Commercial Photography, Portraits, Image Editing, Fine Art Photography, Photojournalism, Studio Lighting, Studio Photography, Facebook, Social Media, Photos
Education
University of Missouri-Columbia 2007 — 2013
Bachelor of Fine Arts (BFA), Photography
MICDS 1993 — 2007
Stacey Vonderhaar Stacey Vonderhaar's Wells Fargo Advisors Experience July 2011 - February 2012
Job Experienced Financial Services Professional seeking new position
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2013 - January 2014
The Rein Group June 2012 - April 2013
Wells Fargo Advisors July 2011 - February 2012
Seth Orion Tech September 2010 - August 2011
Ameriprise Financial March 2010 - June 2011
Hartford Life July 2007 - March 2010
University of Minnesota Foundation January 2007 - May 2007
Bath & Body Works May 2004 - September 2006
Skills
Series 7, Series 6, Series 63, Licensed Life & Health..., Retirement Planning, Insurance, Strategic Financial..., Marketing, Customer Service, Public Speaking, Leadership, Event Planning, Fundraising, PowerPoint, Microsoft Office, Outlook, Microsoft Excel, Social Media, Wealth Management, Strategic Planning, Financial Planners, Leadership Development, Financial Services, Investments
Education
University of Minnesota-Twin Cities 2003 — 2007
Bachelor of Individualized Studies, English, Communications, Family Social Science
Ameriprise Financial Services, Inc. April 2013 - January 2014
The Rein Group June 2012 - April 2013
Wells Fargo Advisors July 2011 - February 2012
Seth Orion Tech September 2010 - August 2011
Ameriprise Financial March 2010 - June 2011
Hartford Life July 2007 - March 2010
University of Minnesota Foundation January 2007 - May 2007
Bath & Body Works May 2004 - September 2006
Skills
Series 7, Series 6, Series 63, Licensed Life & Health..., Retirement Planning, Insurance, Strategic Financial..., Marketing, Customer Service, Public Speaking, Leadership, Event Planning, Fundraising, PowerPoint, Microsoft Office, Outlook, Microsoft Excel, Social Media, Wealth Management, Strategic Planning, Financial Planners, Leadership Development, Financial Services, Investments
Education
University of Minnesota-Twin Cities 2003 — 2007
Bachelor of Individualized Studies, English, Communications, Family Social Science
Sarah Selleck's Wells Fargo Advisors Experience April 2014 - Present
Job Technical Project Manager
Industry Financial Services
Experience
Wells Fargo Advisors April 2014 - Present
RCIS (Wells Fargo) May 2011 - April 2014
Wells Fargo Advisors November 2007 - May 2011
NOVON Consulting Corp April 2005 - November 2007
RBC Dain Rauscher May 2002 - February 2005
RBC Dain Rauscher June 1998 - May 2002
TCF Bank February 1995 - June 1998
Skills
Business Analysis, Process Improvement, SDLC, Vendor Management, Visio, Change Management, Business Process..., Project Management, Risk Management, Program Management, Business Requirements, Requirements Analysis
Education
University of Minnesota-Twin Cities 1994 — 1999
Bachelor of Arts degree, History, Political Science, Secondary Education
University of Wisconsin-Superior 1991 — 1994
Elementary Education
Wells Fargo Advisors April 2014 - Present
RCIS (Wells Fargo) May 2011 - April 2014
Wells Fargo Advisors November 2007 - May 2011
NOVON Consulting Corp April 2005 - November 2007
RBC Dain Rauscher May 2002 - February 2005
RBC Dain Rauscher June 1998 - May 2002
TCF Bank February 1995 - June 1998
Skills
Business Analysis, Process Improvement, SDLC, Vendor Management, Visio, Change Management, Business Process..., Project Management, Risk Management, Program Management, Business Requirements, Requirements Analysis
Education
University of Minnesota-Twin Cities 1994 — 1999
Bachelor of Arts degree, History, Political Science, Secondary Education
University of Wisconsin-Superior 1991 — 1994
Elementary Education
William H. (Bill) Sewell William H. (Bill) Sewell's Wells Fargo Advisors Experience August 2013 - April 2014
Job Managing Director / Producing Branch Complex Manager at BB&T Scott & Stringfellow
Industry Financial Services
Experience
BB&T Scott & Stringfellow April 2014 - Present
Wells Fargo Advisors August 2013 - April 2014
Robert W. Baird & Co. May 2010 - August 2013
Morgan Stanley Smith Barney March 1983 - May 2010
Merrill Lynch November 1980 - March 1983
Education
University of Mississippi 1975 — 1979
BB&T Scott & Stringfellow April 2014 - Present
Wells Fargo Advisors August 2013 - April 2014
Robert W. Baird & Co. May 2010 - August 2013
Morgan Stanley Smith Barney March 1983 - May 2010
Merrill Lynch November 1980 - March 1983
Education
University of Mississippi 1975 — 1979
Freddie Hull's Wells Fargo Advisors Experience October 2014 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors October 2014 - Present
Skills
Retirement income..., Comprehensive..., Advisory program...
Education
University of Missouri-Columbia 2007 — 2012
BS/BA, Finance and Economics
Wells Fargo Advisors October 2014 - Present
Skills
Retirement income..., Comprehensive..., Advisory program...
Education
University of Missouri-Columbia 2007 — 2012
BS/BA, Finance and Economics
Toby Sarahan, AAMS's Wells Fargo Advisors Experience July 2001 - Present
Job Branch Manager First Vice President at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors July 2001 - Present
Skills
Investments, Retirement Planning, Retirement, Finance, Financial Services, IRAs, Asset Allocation, Pensions, Customer Service
Education
University of Minnesota - Carlson School of Management 1993 — 1997
Bachelor of Science (BS) - Business, Accounting and Finance
Wells Fargo Advisors July 2001 - Present
Skills
Investments, Retirement Planning, Retirement, Finance, Financial Services, IRAs, Asset Allocation, Pensions, Customer Service
Education
University of Minnesota - Carlson School of Management 1993 — 1997
Bachelor of Science (BS) - Business, Accounting and Finance
Greg Shiveley Greg Shiveley's Wells Fargo Advisors Experience October 2012 - Present
Job Sales Manager, FA Platform at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors October 2012 - Present
Wells Fargo Advisors August 2008 - October 2012
Wells Fargo August 2008 - October 2012
Skills
Series 7, Series 63, Wealth Management, Uniform Combined State..., Mutual Funds, Retirement Planning, Securities, Portfolio Management, Series 24, Investments, Retirement, Asset Allocation, Investment Advisory
Education
University of Missouri-Columbia 1991 — 2000
BS Finance and Political Science
Wells Fargo Advisors October 2012 - Present
Wells Fargo Advisors August 2008 - October 2012
Wells Fargo August 2008 - October 2012
Skills
Series 7, Series 63, Wealth Management, Uniform Combined State..., Mutual Funds, Retirement Planning, Securities, Portfolio Management, Series 24, Investments, Retirement, Asset Allocation, Investment Advisory
Education
University of Missouri-Columbia 1991 — 2000
BS Finance and Political Science
Michael Murtaugh's Wells Fargo Advisors Experience November 2013 - Present
Job Operations Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors November 2013 - Present
Wells Fargo Advisors May 2012 - November 2013
Wells Fargo Advisors May 2011 - April 2012
TCF Financial Corporation October 2007 - August 2009
TCF Financial Corporation 2005 - 2007
TCF Financial Corporation 2003 - 2005
TCF Financial Corporation 2002 - 2003
Skills
Banking, Management, Customer Service, Operations Management, Sales Operations, Sales, Business Development, Insurance, Business Strategy, Branch Banking
Education
University of Minnesota - Carlson School of Management 2007 — 2010
MBA
University of Minnesota-Twin Cities 2002 — 2006
BA, Political Science and History
Wells Fargo Advisors November 2013 - Present
Wells Fargo Advisors May 2012 - November 2013
Wells Fargo Advisors May 2011 - April 2012
TCF Financial Corporation October 2007 - August 2009
TCF Financial Corporation 2005 - 2007
TCF Financial Corporation 2003 - 2005
TCF Financial Corporation 2002 - 2003
Skills
Banking, Management, Customer Service, Operations Management, Sales Operations, Sales, Business Development, Insurance, Business Strategy, Branch Banking
Education
University of Minnesota - Carlson School of Management 2007 — 2010
MBA
University of Minnesota-Twin Cities 2002 — 2006
BA, Political Science and History
Mark Rosenblum Mark Rosenblum's Wells Fargo Advisors Experience May 2014 - Present
Job Senior Deployment Manager, SmartStation Technology at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors May 2014 - Present
Mid America Teen Community Emergency Response Team (TEEN CERT) August 2007 - Present
St. Charles County LEPC Citizens Corps Council January 2008 - Present
World Wide Technology June 2013 - May 2014
Charter Communications September 2011 - June 2013
Wells Fargo Advisors March 2010 - September 2011
Ajilon Consulting 2001 - 2010
Aclara November 2006 - September 2008
Express Scripts 2006 - 2006
SAVVIS Communications 1995 - 2001
Skills
SharePoint, Training, Program Management, Instructional Design, CERT Instructor, Public Speaking, Youth Programs, Program Development, Emergency Management, Emergency Medicine, Search & Rescue, Fire Safety, Disaster Response, Incident Management, Disaster Recovery, Community Outreach, Homeland Security, Security, Public Safety, Crisis Management, Emergency Services, Staff Development, Change Management, Government, Leadership, Project Planning, Management, Budgets, Leadership Development, Business Continuity, SDLC, Policy, Risk Assessment, Process Improvement, Business Continuity..., Team Leadership, System Administration, Time Management, Project Management, Analysis, Vendor Management, Integration, Networking, Visio, Strategy
Education
Belford University 1984 — 1986
B.S., Computer Sciences
University of Missouri-Saint Louis 1981 — 1985
Computer Sciences, Law
University of Missouri-Columbia 1981 — 1981
Journalism, Law
Hazelwood West Senior High School 1975 — 1981
Wells Fargo Advisors May 2014 - Present
Mid America Teen Community Emergency Response Team (TEEN CERT) August 2007 - Present
St. Charles County LEPC Citizens Corps Council January 2008 - Present
World Wide Technology June 2013 - May 2014
Charter Communications September 2011 - June 2013
Wells Fargo Advisors March 2010 - September 2011
Ajilon Consulting 2001 - 2010
Aclara November 2006 - September 2008
Express Scripts 2006 - 2006
SAVVIS Communications 1995 - 2001
Skills
SharePoint, Training, Program Management, Instructional Design, CERT Instructor, Public Speaking, Youth Programs, Program Development, Emergency Management, Emergency Medicine, Search & Rescue, Fire Safety, Disaster Response, Incident Management, Disaster Recovery, Community Outreach, Homeland Security, Security, Public Safety, Crisis Management, Emergency Services, Staff Development, Change Management, Government, Leadership, Project Planning, Management, Budgets, Leadership Development, Business Continuity, SDLC, Policy, Risk Assessment, Process Improvement, Business Continuity..., Team Leadership, System Administration, Time Management, Project Management, Analysis, Vendor Management, Integration, Networking, Visio, Strategy
Education
Belford University 1984 — 1986
B.S., Computer Sciences
University of Missouri-Saint Louis 1981 — 1985
Computer Sciences, Law
University of Missouri-Columbia 1981 — 1981
Journalism, Law
Hazelwood West Senior High School 1975 — 1981
Meg Burcke Meg Burcke's Wells Fargo Advisors Experience October 2012 - March 2013
Job Technical Support Analyst
Industry Computer Software
Experience
Bullhorn June 2015 - Present
Protect Our Local Schools August 2014 - October 2014
Express Scripts September 2013 - August 2014
Reliable Radon July 2013 - September 2013
Wells Fargo Advisors October 2012 - March 2013
Fleishman-Hillard May 2012 - September 2012
Lutheran Services in America August 2010 - November 2010
Don Calloway for State Senate 14 July 2010 - August 2010
Office of Missouri State Treasurer Clint Zweifel February 2010 - July 2010
Newsy.com August 2009 - May 2010
Skills
Press Releases, Facebook, Social Media Marketing, Blogging, Strategic Communications, Adobe Creative Suite, Online Advertising, Online Marketing, Email Marketing, Media Relations, Advertising, Copywriting, Direct Marketing, Cision, Microsoft Office, Video Editing, Photography, Marketing, Community Outreach, Qualitative Research, Radian6, Factiva, PowerPoint, Technical Writing, Community Management, Fundraising, SEO, Newsletters, Web Analytics, Final Cut Pro, Storytelling, Crisis Communications, Research, Twitter, Microsoft Excel, Policy Analysis, Market Analysis, Summary Reports, HTML, Leadership, Video, MS Office Suite, HTML + CSS, Facebook Insights, Microsoft Word, Business Analysis, Marketing Strategy, Social Media, Journalism, Public Relations
Education
University of Missouri-Columbia 2009 — 2011
MA-Journalism
University of Missouri-Columbia 2002 — 2006
Bachelor’s of Journalism
Bullhorn June 2015 - Present
Protect Our Local Schools August 2014 - October 2014
Express Scripts September 2013 - August 2014
Reliable Radon July 2013 - September 2013
Wells Fargo Advisors October 2012 - March 2013
Fleishman-Hillard May 2012 - September 2012
Lutheran Services in America August 2010 - November 2010
Don Calloway for State Senate 14 July 2010 - August 2010
Office of Missouri State Treasurer Clint Zweifel February 2010 - July 2010
Newsy.com August 2009 - May 2010
Skills
Press Releases, Facebook, Social Media Marketing, Blogging, Strategic Communications, Adobe Creative Suite, Online Advertising, Online Marketing, Email Marketing, Media Relations, Advertising, Copywriting, Direct Marketing, Cision, Microsoft Office, Video Editing, Photography, Marketing, Community Outreach, Qualitative Research, Radian6, Factiva, PowerPoint, Technical Writing, Community Management, Fundraising, SEO, Newsletters, Web Analytics, Final Cut Pro, Storytelling, Crisis Communications, Research, Twitter, Microsoft Excel, Policy Analysis, Market Analysis, Summary Reports, HTML, Leadership, Video, MS Office Suite, HTML + CSS, Facebook Insights, Microsoft Word, Business Analysis, Marketing Strategy, Social Media, Journalism, Public Relations
Education
University of Missouri-Columbia 2009 — 2011
MA-Journalism
University of Missouri-Columbia 2002 — 2006
Bachelor’s of Journalism
Albert Maixner's Wells Fargo Advisors Experience April 2013 - April 2014
Job Relationship Manager at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group April 2014 - Present
Wells Fargo Advisors April 2013 - April 2014
Edward Jones June 2010 - March 2013
Edward Jones May 2009 - June 2010
Edward Jones August 2008 - October 2009
Skills
Retirement Planning, Investments, Portfolio Management, Customer Service, Financial Analysis, Microsoft Office, Microsoft Excel, Insurance, Sales, Marketing, PowerPoint, Retirement, IRAs, Pensions, Series 7, 401k, Financial Advisory, Training, Mutual Funds
Education
University of Missouri-Columbia 2005 — 2009
Human Environmental Sciences, Personal Financial Planning
Oakville High School 2001 — 2005
High School, General Studies
Principal Financial Group April 2014 - Present
Wells Fargo Advisors April 2013 - April 2014
Edward Jones June 2010 - March 2013
Edward Jones May 2009 - June 2010
Edward Jones August 2008 - October 2009
Skills
Retirement Planning, Investments, Portfolio Management, Customer Service, Financial Analysis, Microsoft Office, Microsoft Excel, Insurance, Sales, Marketing, PowerPoint, Retirement, IRAs, Pensions, Series 7, 401k, Financial Advisory, Training, Mutual Funds
Education
University of Missouri-Columbia 2005 — 2009
Human Environmental Sciences, Personal Financial Planning
Oakville High School 2001 — 2005
High School, General Studies
Jake Thiesse Jake Thiesse's Wells Fargo Advisors Experience June 2010 - March 2011
Job Account Manager at UnitedHealth Group
Industry Insurance
Experience
Optum August 2014 - Present
Optum April 2011 - August 2014
Wells Fargo Advisors June 2010 - March 2011
St. Paul Pioneer Press September 2009 - December 2009
Hubbard Broadcasting August 2008 - June 2009
Skills
Sales, Microsoft Excel, Sports, Time Management, New Business Development, Interviews, Leadership, Account Management
Education
University of Minnesota-Twin Cities 2006 — 2010
Journalism and Communication Studies
Optum August 2014 - Present
Optum April 2011 - August 2014
Wells Fargo Advisors June 2010 - March 2011
St. Paul Pioneer Press September 2009 - December 2009
Hubbard Broadcasting August 2008 - June 2009
Skills
Sales, Microsoft Excel, Sports, Time Management, New Business Development, Interviews, Leadership, Account Management
Education
University of Minnesota-Twin Cities 2006 — 2010
Journalism and Communication Studies
Tony Rubin's Wells Fargo Advisors Experience September 2015 - Present
Job Financial Advisor, Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors September 2015 - Present
Surgical Science Inc. June 2008 - September 2015
Mentice July 2005 - July 2008
Valeant Pharmaceuticals November 2004 - July 2005
Merck June 2002 - November 2004
Medtronic June 1999 - June 2002
Skills
Hospitals, Healthcare, Sales Management, New Business Development, International Business, Medical Education, Simulation Software, Medical Simulation, Medical Devices, Medical Technology, Global Marketing, Business Strategy, International Sales, Business Analysis
Education
University of Minnesota-Twin Cities 1995 — 1999
Business Marketing
Wells Fargo Advisors September 2015 - Present
Surgical Science Inc. June 2008 - September 2015
Mentice July 2005 - July 2008
Valeant Pharmaceuticals November 2004 - July 2005
Merck June 2002 - November 2004
Medtronic June 1999 - June 2002
Skills
Hospitals, Healthcare, Sales Management, New Business Development, International Business, Medical Education, Simulation Software, Medical Simulation, Medical Devices, Medical Technology, Global Marketing, Business Strategy, International Sales, Business Analysis
Education
University of Minnesota-Twin Cities 1995 — 1999
Business Marketing
Kevin Mann, CFP®'s Wells Fargo Advisors Experience January 1997 - December 1999
Job Registered Principal at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Mann Financial Group, an Independent Firm January 2000 - Present
Wells Fargo Advisors January 1997 - December 1999
Wells Fargo January 1990 - December 1997
Skills
Investments, Strategic Planning, Finance, Insurance, Banking, Financial Analysis, Retirement Planning
Education
University of Minnesota-Morris 1981 — 1986
Bachelor of Arts (B.A.), Economics
Mann Financial Group, an Independent Firm January 2000 - Present
Wells Fargo Advisors January 1997 - December 1999
Wells Fargo January 1990 - December 1997
Skills
Investments, Strategic Planning, Finance, Insurance, Banking, Financial Analysis, Retirement Planning
Education
University of Minnesota-Morris 1981 — 1986
Bachelor of Arts (B.A.), Economics
Jonathan McNiel's Wells Fargo Advisors Experience January 2015 - Present
Job Wells Fargo Advisors Governance Support & Consulting
Industry Financial Services
Experience
Wells Fargo Advisors January 2015 - Present
Deloitte June 2006 - December 2014
Skills
SOX, CISA, Internal Audit, Internal Controls, Certified Internal..., Compliance, Sarbanes-Oxley Act, Risk Management, Sarbanes-Oxley, Strategic Financial..., Enterprise Risk..., SAS70, Assurance, IT Audit, Auditing, Financial Reporting, Business Process..., IFRS, US GAAP, GAAP, Financial Risk, Accounting
Education
University of Missouri-Columbia 2004 — 2006
MBA, Finance
University of Missouri-Columbia 2000 — 2004
BA, Computer Science
Wells Fargo Advisors January 2015 - Present
Deloitte June 2006 - December 2014
Skills
SOX, CISA, Internal Audit, Internal Controls, Certified Internal..., Compliance, Sarbanes-Oxley Act, Risk Management, Sarbanes-Oxley, Strategic Financial..., Enterprise Risk..., SAS70, Assurance, IT Audit, Auditing, Financial Reporting, Business Process..., IFRS, US GAAP, GAAP, Financial Risk, Accounting
Education
University of Missouri-Columbia 2004 — 2006
MBA, Finance
University of Missouri-Columbia 2000 — 2004
BA, Computer Science
Curtiss Shattuck's Wells Fargo Advisors Experience 2007 - Present
Job Senior Imperial Grand Poohbah at Wells Fargo Bank
Industry Computer Software
Experience
Wells Fargo Bank April 2007 - Present
Wells Fargo 2007 - Present
Wells Fargo Advisors 2007 - Present
Next Day Gourmet - US Food Service April 2002 - April 2007
US Foods Culinary Equipment & Supplies 2002 - 2007
Skills
DB2, Data Warehousing, Teradata, SDLC, SQL, Requirements Analysis, ETL, Enterprise Architecture, Requirements Gathering, Visio, Business Analysis, Software Development, Software Project..., SharePoint, Agile Methodologies, Databases, Unix, Program Management, Systems Analysis
Education
University of Minnesota-Twin Cities 1977 — 1981
Wells Fargo Bank April 2007 - Present
Wells Fargo 2007 - Present
Wells Fargo Advisors 2007 - Present
Next Day Gourmet - US Food Service April 2002 - April 2007
US Foods Culinary Equipment & Supplies 2002 - 2007
Skills
DB2, Data Warehousing, Teradata, SDLC, SQL, Requirements Analysis, ETL, Enterprise Architecture, Requirements Gathering, Visio, Business Analysis, Software Development, Software Project..., SharePoint, Agile Methodologies, Databases, Unix, Program Management, Systems Analysis
Education
University of Minnesota-Twin Cities 1977 — 1981
Todd Willihnganz's Wells Fargo Advisors Experience January 1998 - Present
Job Senior Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 1998 - Present
Skills
Series 63, Retirement Planning, Asset Allocation, Finance, Estate Planning, Investments, Mutual Funds, Series 7
Education
University of Minnesota-Twin Cities 1994 — 1998
Wells Fargo Advisors January 1998 - Present
Skills
Series 63, Retirement Planning, Asset Allocation, Finance, Estate Planning, Investments, Mutual Funds, Series 7
Education
University of Minnesota-Twin Cities 1994 — 1998
Ethan Wiggins's Wells Fargo Advisors Experience August 2001 - October 2011
Job Forecast Analyst at Target
Industry Financial Services
Experience
Target November 2011 - Present
Wells Fargo Advisors August 2001 - October 2011
Wells Fargo Investments LLC August 2000 - August 2001
Wells Fargo Brokerage Services, LLC May 1998 - August 2000
Accountemps June 1995 - May 1998
Skills
Operations Management, Strategic Planning, Team Building, Critical Thinking, Call Center, Series 7, Series 63, Workforce Management, Process Improvement, Customer Service, Risk Management, Strategic Financial..., Business Analysis, Vendor Management, Analysis, Forecasting, Mutual Funds, Business Process..., Change Management, Financial Analysis, Call Centers, Leadership, Management
Education
University of Saint Thomas 1994 — 1997
Bachelor of Arts, Accounting
University of Minnesota-Duluth 1991 — 1994
Target November 2011 - Present
Wells Fargo Advisors August 2001 - October 2011
Wells Fargo Investments LLC August 2000 - August 2001
Wells Fargo Brokerage Services, LLC May 1998 - August 2000
Accountemps June 1995 - May 1998
Skills
Operations Management, Strategic Planning, Team Building, Critical Thinking, Call Center, Series 7, Series 63, Workforce Management, Process Improvement, Customer Service, Risk Management, Strategic Financial..., Business Analysis, Vendor Management, Analysis, Forecasting, Mutual Funds, Business Process..., Change Management, Financial Analysis, Call Centers, Leadership, Management
Education
University of Saint Thomas 1994 — 1997
Bachelor of Arts, Accounting
University of Minnesota-Duluth 1991 — 1994
Harold Walton, CFA's Wells Fargo Advisors Experience May 2011 - Present
Job Manager Strategy Group Senior Analyst
Industry Financial Services
Experience
Wells Fargo Advisors May 2011 - Present
Hammond Associates (& Mercer) April 2010 - April 2011
Buckingham Asset Management 2001 - 2010
Skills
Asset Allocation, Investment Management, Investment Strategies, Asset Managment, Portfolio Management, Investments, Wealth Management, Mutual Funds, Equities, Risk Management, Financial Analysis, Finance, Fixed Income, Bonds, Strategy
Education
University of Missouri-Columbia
Bachelor of Arts (BA), Economics
Washington University in St. Louis
Master of Business Administration (MBA), Finance, General
Wells Fargo Advisors May 2011 - Present
Hammond Associates (& Mercer) April 2010 - April 2011
Buckingham Asset Management 2001 - 2010
Skills
Asset Allocation, Investment Management, Investment Strategies, Asset Managment, Portfolio Management, Investments, Wealth Management, Mutual Funds, Equities, Risk Management, Financial Analysis, Finance, Fixed Income, Bonds, Strategy
Education
University of Missouri-Columbia
Bachelor of Arts (BA), Economics
Washington University in St. Louis
Master of Business Administration (MBA), Finance, General
Georgia Knobbe's Wells Fargo Advisors Experience December 2009 - April 2010
Job Consultant at Ameriprise Financial
Industry Events Services
Experience
Ameriprise Financial May 2010 - Present
Wells Fargo Advisors December 2009 - April 2010
Ameriprise Financial April 2006 - January 2009
Meridian Enterprises Corporation September 1997 - September 2000
Destination St. Louis, Inc. June 1992 - August 1997
Oscar Mayer Foods Corporation June 1990 - June 1991
Education
University of Missouri-Columbia 1988 — 1990
Bachelor of Journalism, Advertising
Ameriprise Financial May 2010 - Present
Wells Fargo Advisors December 2009 - April 2010
Ameriprise Financial April 2006 - January 2009
Meridian Enterprises Corporation September 1997 - September 2000
Destination St. Louis, Inc. June 1992 - August 1997
Oscar Mayer Foods Corporation June 1990 - June 1991
Education
University of Missouri-Columbia 1988 — 1990
Bachelor of Journalism, Advertising
David Mahach's Wells Fargo Advisors Experience January 2012 - October 2014
Job Assistant Vice President/ Financial Solutions Advisor at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch October 2014 - Present
Wells Fargo Advisors January 2012 - October 2014
Merrill Lynch 2010 - 2012
Broker Benefit Services October 2008 - November 2010
Skills
Finance, Retirement Planning, Financial Analysis, Financial Modeling, Series 63, Series 7, Investments, Customer Service, Insurance, Mortgage Lending, Wealth Management
Education
University of Missouri-Columbia
Financial Management
Bank of America Merrill Lynch October 2014 - Present
Wells Fargo Advisors January 2012 - October 2014
Merrill Lynch 2010 - 2012
Broker Benefit Services October 2008 - November 2010
Skills
Finance, Retirement Planning, Financial Analysis, Financial Modeling, Series 63, Series 7, Investments, Customer Service, Insurance, Mortgage Lending, Wealth Management
Education
University of Missouri-Columbia
Financial Management
Bernie Schmitz's Wells Fargo Advisors Experience July 2011 - February 2013
Job Project Manager / Business Analyst Consultant
Industry Information Technology and Services
Experience
Charter Communications September 2014 - November 2014
Centene Corporation May 2013 - September 2014
Wells Fargo Advisors July 2011 - February 2013
MasterCard International 2010 - April 2011
Maritz Motivation 2008 - 2009
Medical Decision Logic 2007 - 2008
The Solae Company 2005 - 2007
Monsanto 1984 - 2004
Skills
Business Analysis, Change Management, Risk Management, Budgets, Leadership, Quality Assurance, Program Management, Project Management, Vendor Management, Visio, Process Improvement, SDLC, Management, Team Building, SharePoint
Education
University of Missouri-Columbia
Bachelors, Business Administration
Washington University in St. Louis
Masters, Information Management
Charter Communications September 2014 - November 2014
Centene Corporation May 2013 - September 2014
Wells Fargo Advisors July 2011 - February 2013
MasterCard International 2010 - April 2011
Maritz Motivation 2008 - 2009
Medical Decision Logic 2007 - 2008
The Solae Company 2005 - 2007
Monsanto 1984 - 2004
Skills
Business Analysis, Change Management, Risk Management, Budgets, Leadership, Quality Assurance, Program Management, Project Management, Vendor Management, Visio, Process Improvement, SDLC, Management, Team Building, SharePoint
Education
University of Missouri-Columbia
Bachelors, Business Administration
Washington University in St. Louis
Masters, Information Management
Patrick Schrantz's Wells Fargo Advisors Experience December 2011 - Present
Job Regional Branch Supervisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors December 2011 - Present
Wells Fargo Advisors April 2006 - December 2011
Chippewa Graphics, Inc November 2003 - November 2005
Albumcity.com March 2001 - October 2003
Josephthal & Company May 1999 - March 2001
Tuschner & Company October 1996 - May 1999
Skills
Series 7, Series 66, Series 63, Series 24, Series 9, Series 10, Series 4, Series 53, Series 3, Uniform Combined State..., FINRA, Series 6, Investments
Education
University of Minnesota-Twin Cities
Bachelor of Arts (BA), Economics
Wells Fargo Advisors December 2011 - Present
Wells Fargo Advisors April 2006 - December 2011
Chippewa Graphics, Inc November 2003 - November 2005
Albumcity.com March 2001 - October 2003
Josephthal & Company May 1999 - March 2001
Tuschner & Company October 1996 - May 1999
Skills
Series 7, Series 66, Series 63, Series 24, Series 9, Series 10, Series 4, Series 53, Series 3, Uniform Combined State..., FINRA, Series 6, Investments
Education
University of Minnesota-Twin Cities
Bachelor of Arts (BA), Economics
Kory Schleicher's Wells Fargo Advisors Experience June 2008 - Present
Job Regional Supervisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors June 2008 - Present
Wells Fargo Advisors 2010 - 2014
Education
University of Minnesota - Carlson School of Management 1995 — 2000
CLA, Finance and International Business
Wells Fargo Advisors June 2008 - Present
Wells Fargo Advisors 2010 - 2014
Education
University of Minnesota - Carlson School of Management 1995 — 2000
CLA, Finance and International Business
Dan Whitney's Wells Fargo Advisors Experience July 2013 - Present
Job Vice President Branch Exams at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors July 2013 - Present
Wells Fargo Advisors May 2008 - July 2013
A.G. Edwards & Sons, Inc. January 2004 - May 2008
US Bancorp Investments Inc, Formerly Firstar Investments December 2001 - January 2004
Firstar Investment Services, Inc September 2000 - December 2001
Morgan Stanley Dean Witter August 1999 - August 2000
Skills
Investments, Financial Services, Mutual Funds, Anti Money Laundering, Securities, Series 7, Financial Risk, Management, FINRA, Series 63, Leadership, Equities, Finance, Insurance, Risk Management, Analysis
Education
University of Missouri-Columbia 2006 — 2009
Bachelor's degree, Finance and Financial Management Services
Wells Fargo Advisors July 2013 - Present
Wells Fargo Advisors May 2008 - July 2013
A.G. Edwards & Sons, Inc. January 2004 - May 2008
US Bancorp Investments Inc, Formerly Firstar Investments December 2001 - January 2004
Firstar Investment Services, Inc September 2000 - December 2001
Morgan Stanley Dean Witter August 1999 - August 2000
Skills
Investments, Financial Services, Mutual Funds, Anti Money Laundering, Securities, Series 7, Financial Risk, Management, FINRA, Series 63, Leadership, Equities, Finance, Insurance, Risk Management, Analysis
Education
University of Missouri-Columbia 2006 — 2009
Bachelor's degree, Finance and Financial Management Services
Jiaihdi Turner, CMFC®'s Wells Fargo Advisors Experience March 2014 - Present
Job Product ManagerClient Directed Advisory at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors March 2014 - Present
Wells Fargo Advisors November 2012 - March 2014
Wells Fargo Advisors October 2010 - November 2012
Edward Jones March 2008 - December 2009
UPS August 2007 - November 2007
UPS January 2006 - August 2007
UPS February 2004 - January 2006
Cargill Meat Solutions August 2002 - January 2004
Education
Webster University
Master of Science (M.S.), Finance
University of Missouri-Columbia
Bachelor of Science (BS), Industrial Engineering
Hazelwood East High School
Wells Fargo Advisors March 2014 - Present
Wells Fargo Advisors November 2012 - March 2014
Wells Fargo Advisors October 2010 - November 2012
Edward Jones March 2008 - December 2009
UPS August 2007 - November 2007
UPS January 2006 - August 2007
UPS February 2004 - January 2006
Cargill Meat Solutions August 2002 - January 2004
Education
Webster University
Master of Science (M.S.), Finance
University of Missouri-Columbia
Bachelor of Science (BS), Industrial Engineering
Hazelwood East High School
Brian Bissell's Wells Fargo Advisors Experience November 2009 - Present
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors November 2009 - Present
UBS February 2007 - November 2009
Citi December 1999 - February 2007
Textron 1998 - 1999
Textron 1985 - 1998
United States Marine Corps 1974 - 1976
Skills
Certified Financial..., Customer Service, Strategic Planning, Budgets, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Teaching
Education
University of Michigan-Flint 1976 — 1979
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics
Western Michigan University 1972 — 1973
Wells Fargo Advisors November 2009 - Present
UBS February 2007 - November 2009
Citi December 1999 - February 2007
Textron 1998 - 1999
Textron 1985 - 1998
United States Marine Corps 1974 - 1976
Skills
Certified Financial..., Customer Service, Strategic Planning, Budgets, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Teaching
Education
University of Michigan-Flint 1976 — 1979
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics
Western Michigan University 1972 — 1973
Tina Schesso's Wells Fargo Advisors Experience March 2008 - Present
Job Accounting Manager & AVP
Industry Financial Services
Experience
Wells Fargo Advisors March 2008 - Present
Wells Fargo Investments 2000 - 2008
Skills
Accounting, General Ledger, Financial Statements, Account Reconciliation, GAAP, Variance Analysis, Internal Controls, Accruals, Management, Sales Compensation, Bank Reconciliation
Education
University of Minnesota - Carlson School of Management 1991 — 1997
BS, Accounting
Wells Fargo Advisors March 2008 - Present
Wells Fargo Investments 2000 - 2008
Skills
Accounting, General Ledger, Financial Statements, Account Reconciliation, GAAP, Variance Analysis, Internal Controls, Accruals, Management, Sales Compensation, Bank Reconciliation
Education
University of Minnesota - Carlson School of Management 1991 — 1997
BS, Accounting
Andrew Doonan's Wells Fargo Advisors Experience April 2013 - Present
Job Regional Private Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2014 - Present
Wells Fargo Advisors April 2013 - Present
Merrill Lynch August 2011 - January 2013
Skills
Investments, Risk Management, Wealth Management, Mutual Funds, Securities
Education
University of Mississippi 2007 — 2011
BA, Finance
St. Thomas High School 2004 — 2007
Wells Fargo October 2014 - Present
Wells Fargo Advisors April 2013 - Present
Merrill Lynch August 2011 - January 2013
Skills
Investments, Risk Management, Wealth Management, Mutual Funds, Securities
Education
University of Mississippi 2007 — 2011
BA, Finance
St. Thomas High School 2004 — 2007
Beth Maus's Wells Fargo Advisors Experience January 2011 - June 2012
Job Business Analyst, D.A. Davidson & Co.
Industry Financial Services
Experience
Wells Fargo Advisors January 2011 - June 2012
Wells Fargo Investments May 2008 - January 2010
Skills
Credit, Data Analysis, Equities, Investments, Analysis, Process Improvement, Financial Analysis, Analytics, Data Warehousing, Credit Risk, Financial Modeling, Business Intelligence, Securities, FINRA
Education
University of Minnesota-Twin Cities 1997 — 2001
Bachelor of Arts (B.A.), Architecture
University of Wisconsin-Madison 1996 — 1997
Wells Fargo Advisors January 2011 - June 2012
Wells Fargo Investments May 2008 - January 2010
Skills
Credit, Data Analysis, Equities, Investments, Analysis, Process Improvement, Financial Analysis, Analytics, Data Warehousing, Credit Risk, Financial Modeling, Business Intelligence, Securities, FINRA
Education
University of Minnesota-Twin Cities 1997 — 2001
Bachelor of Arts (B.A.), Architecture
University of Wisconsin-Madison 1996 — 1997
Christopher Kamakas's Wells Fargo Advisors Experience June 2012 - August 2012
Job Enterprise Fleet Management Client Services Representative
Industry Banking
Experience
Enterprise Fleet Management July 2013 - September 2014
Enterprise Fleet Management December 2012 - July 2013
Wells Fargo Advisors June 2012 - August 2012
Wells Fargo Advisors May 2011 - August 2011
Skills
Customer Service, Outlook, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Research, Management, Time Management
Education
University of Missouri-Columbia 2008 — 2012
Bachelor's degree, Finance & Banking, Emphasis in Real Estate, 3.2 cumulative GPA
Enterprise Fleet Management July 2013 - September 2014
Enterprise Fleet Management December 2012 - July 2013
Wells Fargo Advisors June 2012 - August 2012
Wells Fargo Advisors May 2011 - August 2011
Skills
Customer Service, Outlook, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Research, Management, Time Management
Education
University of Missouri-Columbia 2008 — 2012
Bachelor's degree, Finance & Banking, Emphasis in Real Estate, 3.2 cumulative GPA
Jonathan Pickett's Wells Fargo Advisors Experience April 2012 - November 2012
Job Sales Associate at State Farm
Industry Financial Services
Experience
State Farm March 2014 - Present
Stifel Nicholaus November 2012 - March 2014
Wells Fargo Advisors April 2012 - November 2012
Family Practice Associates August 2011 - April 2012
Golf Galaxy August 2011 - April 2012
Guest Reality August 2008 - July 2011
Rabo AgriFinance June 2010 - July 2010
Wachovia Securities May 2008 - August 2008
Education
University of Mississippi 2007 — 2011
Bachelor of Business Administration (B.B.A.), Management
State Farm March 2014 - Present
Stifel Nicholaus November 2012 - March 2014
Wells Fargo Advisors April 2012 - November 2012
Family Practice Associates August 2011 - April 2012
Golf Galaxy August 2011 - April 2012
Guest Reality August 2008 - July 2011
Rabo AgriFinance June 2010 - July 2010
Wachovia Securities May 2008 - August 2008
Education
University of Mississippi 2007 — 2011
Bachelor of Business Administration (B.B.A.), Management
Robert Willits's Wells Fargo Advisors Experience March 2010 - Present
Job Financial Analyst at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors March 2010 - Present
Wells Fargo Investments April 2006 - March 2010
Wells Fargo Investments October 2001 - April 2006
Skills
Quantitative Analysis, Creative Problem Solver, Detail Oriented, Risk Management, Quantitative Analytics, Mutual Funds, Microsoft Excel, Financial Analysis, Creative Solutions
Education
University of Minnesota-Duluth 1996 — 2000
BA, FInance
Wells Fargo Advisors March 2010 - Present
Wells Fargo Investments April 2006 - March 2010
Wells Fargo Investments October 2001 - April 2006
Skills
Quantitative Analysis, Creative Problem Solver, Detail Oriented, Risk Management, Quantitative Analytics, Mutual Funds, Microsoft Excel, Financial Analysis, Creative Solutions
Education
University of Minnesota-Duluth 1996 — 2000
BA, FInance
Andrew Bartus's Wells Fargo Advisors Experience February 2006 - January 2010
Job Account Management Supervisor at Wells Fargo
Industry
Experience
Wells Fargo August 2014 - Present
Wells Fargo Global Fund Services January 2013 - August 2014
Minnesota Department of Agriculture June 2012 - January 2013
Wells Fargo January 2010 - June 2012
Wells Fargo Advisors February 2006 - January 2010
Education
University of Minnesota-Duluth 2000 — 2005
Bachelor of Arts (B.A.), Finance, General
Wells Fargo August 2014 - Present
Wells Fargo Global Fund Services January 2013 - August 2014
Minnesota Department of Agriculture June 2012 - January 2013
Wells Fargo January 2010 - June 2012
Wells Fargo Advisors February 2006 - January 2010
Education
University of Minnesota-Duluth 2000 — 2005
Bachelor of Arts (B.A.), Finance, General
Jason Blume's Wells Fargo Advisors Experience January 2010 - October 2011
Job Investment Consultant at TD Ameritrade
Industry Banking
Experience
TD Ameritrade October 2012 - Present
Wells Fargo Private Bank January 2012 - October 2012
Wells Fargo Advisors January 2010 - October 2011
Wells Fargo May 2005 - January 2010
Skills
Series 7, Series 66, Retirement Planning, Investments, Mutual Funds, Portfolio Management, Series 63, Uniform Combined State..., Wealth Management
Education
University of Minnesota-Twin Cities
TD Ameritrade October 2012 - Present
Wells Fargo Private Bank January 2012 - October 2012
Wells Fargo Advisors January 2010 - October 2011
Wells Fargo May 2005 - January 2010
Skills
Series 7, Series 66, Retirement Planning, Investments, Mutual Funds, Portfolio Management, Series 63, Uniform Combined State..., Wealth Management
Education
University of Minnesota-Twin Cities
Mary Lawrence Carruthers's Wells Fargo Advisors Experience July 2011 - August 2011
Job Real Estate Closer at Home Surety Title and Escrow, LLC
Industry Banking
Experience
Home Surety Title and Escrow, LLC September 2013 - Present
Bank of Bartlett January 2013 - August 2013
Bank of Bartlett June 2012 - January 2013
Wells Fargo Advisors July 2011 - August 2011
US Congress May 2010 - June 2010
Skills
Customer Service, PowerPoint, Financial Analysis
Education
University of Mississippi 2008 — 2012
Bachelor of Business Administration (B.B.A.), Banking and Finance
Universidad de Cadiz 2011 — 2011
Spanish
Home Surety Title and Escrow, LLC September 2013 - Present
Bank of Bartlett January 2013 - August 2013
Bank of Bartlett June 2012 - January 2013
Wells Fargo Advisors July 2011 - August 2011
US Congress May 2010 - June 2010
Skills
Customer Service, PowerPoint, Financial Analysis
Education
University of Mississippi 2008 — 2012
Bachelor of Business Administration (B.B.A.), Banking and Finance
Universidad de Cadiz 2011 — 2011
Spanish
Aaron Chatman's Wells Fargo Advisors Experience April 2012 - December 2012
Job Facilities Coordinator at Cassidy Turley
Industry Banking
Experience
Cassidy Turley February 2013 - Present
Caring Solutions May 2007 - Present
Wells Fargo Advisors April 2012 - December 2012
The Associated Press 2010 - 2011
Smith, Moore & Company May 2010 - August 2010
Skills
Real Estate
Education
University of Missouri-Columbia 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance/Banking and Real Estate
Cassidy Turley February 2013 - Present
Caring Solutions May 2007 - Present
Wells Fargo Advisors April 2012 - December 2012
The Associated Press 2010 - 2011
Smith, Moore & Company May 2010 - August 2010
Skills
Real Estate
Education
University of Missouri-Columbia 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance/Banking and Real Estate
Andrew Dabrowski's Wells Fargo Advisors Experience 2010 - 2012
Job MBA Candidate at the Ross School of Business
Industry Financial Services
Experience
ProShare Advisors, LLC September 2012 - June 2015
Wells Fargo Advisors 2010 - 2012
Skills
Alternative Investments, Series 7, Equities, Bloomberg, ETFs, Asset Management
Education
University of Michigan - Stephen M. Ross School of Business 2015 — 2017
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 2006 — 2010
Groton School 2002 — 2006
ProShare Advisors, LLC September 2012 - June 2015
Wells Fargo Advisors 2010 - 2012
Skills
Alternative Investments, Series 7, Equities, Bloomberg, ETFs, Asset Management
Education
University of Michigan - Stephen M. Ross School of Business 2015 — 2017
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 2006 — 2010
Groton School 2002 — 2006
Amy Selzer's Wells Fargo Advisors Experience January 2011 - Present
Job Accounting Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2011 - Present
Ernst & Young November 2009 - January 2011
Ernst & Young November 2006 - November 2009
Skills
Financial Analysis, Accounting, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Financial Accounting, Auditing, Forecasting, Variance Analysis, General Ledger, Microsoft Excel, US GAAP, Process Improvement, Finance, GAAP, Corporate Finance, Sarbanes-Oxley, SEC filings, CPA, External Audit
Education
University of Notre Dame 2004 — 2005
Master of Science (MS), Accounting
University of Missouri-Columbia 2000 — 2003
Bachelor of Science (BS), Finance, General
Oakville High School 1996 — 2000
Wells Fargo Advisors January 2011 - Present
Ernst & Young November 2009 - January 2011
Ernst & Young November 2006 - November 2009
Skills
Financial Analysis, Accounting, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Financial Accounting, Auditing, Forecasting, Variance Analysis, General Ledger, Microsoft Excel, US GAAP, Process Improvement, Finance, GAAP, Corporate Finance, Sarbanes-Oxley, SEC filings, CPA, External Audit
Education
University of Notre Dame 2004 — 2005
Master of Science (MS), Accounting
University of Missouri-Columbia 2000 — 2003
Bachelor of Science (BS), Finance, General
Oakville High School 1996 — 2000
Terry Elberson's Wells Fargo Advisors Experience October 1998 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors October 1998 - Present
Skills
Series 7, Wealth Management, Investment Advisory, Mutual Funds, Asset Allocation, Strategic Financial..., Retirement Planning, Investments
Education
University of Notre Dame 1959 — 1963
Bachelor of Business Administration (B.B.A.), Accounting and Finance
University of Minnesota - Carlson School of Management
Wells Fargo Advisors October 1998 - Present
Skills
Series 7, Wealth Management, Investment Advisory, Mutual Funds, Asset Allocation, Strategic Financial..., Retirement Planning, Investments
Education
University of Notre Dame 1959 — 1963
Bachelor of Business Administration (B.B.A.), Accounting and Finance
University of Minnesota - Carlson School of Management
Rosemary Acampora's Wells Fargo Advisors Experience January 1982 - Present
Job First Vice Prresident at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 1982 - Present
Smith Barney January 1982 - July 1988
Education
University of Minnesota-Twin Cities 1971 — 1974
Business, Economics
Wells Fargo Advisors January 1982 - Present
Smith Barney January 1982 - July 1988
Education
University of Minnesota-Twin Cities 1971 — 1974
Business, Economics
Khue Victor Pham's Wells Fargo Advisors Experience December 1999 - June 2010
Job Day Trader at KhueVictorPham LLC
Industry Financial Services
Experience
Intrust Realty August 2013 - Present
KhueVictorPham LLC September 2011 - Present
Wells Fargo Advisors December 1999 - June 2010
Education
University of Minnesota-Twin Cities
Bachelor's Degree, Applied Mathematics
Intrust Realty August 2013 - Present
KhueVictorPham LLC September 2011 - Present
Wells Fargo Advisors December 1999 - June 2010
Education
University of Minnesota-Twin Cities
Bachelor's Degree, Applied Mathematics
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