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
Diane Terbrock Diane Terbrock's Wells Fargo Advisors Experience March 1993 - September 1995
Job Project Leader PMP
Industry Financial Services
Experience
Edward Jones September 1995 - Present
Wells Fargo Advisors March 1993 - September 1995
Spencer and Spencer Systems March 1991 - March 1993
Spencer and Spencer Systems March 1991 - March 1993
McDonnell Douglas February 1984 - March 1991
Skills
Program Management, Business Analysis, Process Improvement, Analysis, Project Management, Risk Management, SDLC, Requirements Gathering, Portfolio Management, Financial Services, Investments, Strategic Financial..., Banking, Financial Analysis, Asset Management, Mutual Funds, Equities
Education
Washington University in St. Louis 1987 — 1989
Graduate Certificate, Artificial Intelligence
University of Missouri-Saint Louis 1978 — 1982
Bachelor of Science (BS), Business Administration and Management Information Systems (MIS)
Edward Jones September 1995 - Present
Wells Fargo Advisors March 1993 - September 1995
Spencer and Spencer Systems March 1991 - March 1993
Spencer and Spencer Systems March 1991 - March 1993
McDonnell Douglas February 1984 - March 1991
Skills
Program Management, Business Analysis, Process Improvement, Analysis, Project Management, Risk Management, SDLC, Requirements Gathering, Portfolio Management, Financial Services, Investments, Strategic Financial..., Banking, Financial Analysis, Asset Management, Mutual Funds, Equities
Education
Washington University in St. Louis 1987 — 1989
Graduate Certificate, Artificial Intelligence
University of Missouri-Saint Louis 1978 — 1982
Bachelor of Science (BS), Business Administration and Management Information Systems (MIS)
Jennifer Bradley-Naslund Jennifer Bradley-Naslund's Wells Fargo Advisors Experience June 2011 - December 2012
Job Release Manager at Express Scripts
Industry Information Services
Experience
Express Scripts January 2013 - Present
Wells Fargo Advisors June 2011 - December 2012
Centene Corporation March 2011 - May 2011
Express Scripts 2008 - 2011
Express Scripts December 2007 - July 2008
Skills
Visio, SharePoint, Access, Outlook, Microsoft Excel, PowerPoint, Adobe Acrobat, SQL, HTML, Dreamweaver, Flash, Software Documentation, ASP.NET, PHP, MS Project, Databases, Photoshop, Vendor Management, Process Improvement, Management, Business Analysis
Education
University of Missouri-Saint Louis 2011 — 2012
Chancellors Certificate Web Programing & Databases, Information Technology
University of Missouri-Saint Louis 2010 — 2012
Chancellors Certificate, Web Design
University of Phoenix 2009 — 2012
Associate's degree, Business Administration and Management, General
Express Scripts January 2013 - Present
Wells Fargo Advisors June 2011 - December 2012
Centene Corporation March 2011 - May 2011
Express Scripts 2008 - 2011
Express Scripts December 2007 - July 2008
Skills
Visio, SharePoint, Access, Outlook, Microsoft Excel, PowerPoint, Adobe Acrobat, SQL, HTML, Dreamweaver, Flash, Software Documentation, ASP.NET, PHP, MS Project, Databases, Photoshop, Vendor Management, Process Improvement, Management, Business Analysis
Education
University of Missouri-Saint Louis 2011 — 2012
Chancellors Certificate Web Programing & Databases, Information Technology
University of Missouri-Saint Louis 2010 — 2012
Chancellors Certificate, Web Design
University of Phoenix 2009 — 2012
Associate's degree, Business Administration and Management, General
Thomas Schlag, CFP® Thomas Schlag, CFP®'s Wells Fargo Advisors Experience October 1993 - Present
Job Associate Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors October 1993 - Present
Skills
IRAs, Investments, Bonds, Securities, Financial Analysis, Insurance, Mutual Funds, Wealth Management, Financial Modeling, Investment Planning, Risk Management, 401k Rollovers, Asset Allocation, Retirement Planning, Estate Investment..., 529 Plans, Annuities, Series 7, Strategic Financial..., Financial Services
Education
University of Missouri-Columbia 1977 — 1980
BS Business Administration, Finance
University of Missouri-Saint Louis 1976 — 1977
Wells Fargo Advisors October 1993 - Present
Skills
IRAs, Investments, Bonds, Securities, Financial Analysis, Insurance, Mutual Funds, Wealth Management, Financial Modeling, Investment Planning, Risk Management, 401k Rollovers, Asset Allocation, Retirement Planning, Estate Investment..., 529 Plans, Annuities, Series 7, Strategic Financial..., Financial Services
Education
University of Missouri-Columbia 1977 — 1980
BS Business Administration, Finance
University of Missouri-Saint Louis 1976 — 1977
Justin Carr Justin Carr's Wells Fargo Advisors Experience August 2014 - Present
Job Trade Service Representative at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors August 2014 - Present
Axius Financial October 2011 - May 2014
Skills
Series 7, Series 63, Series 65, Insurance, Financial Advisory, Disability Insurance, Long Term Care Insurance, Securities, Retirement Planning, Wealth Management, Asset Allocation, Strategic Financial..., Retirement, Uniform Combined State..., Estate Planning, Wealth, Financial Planning
Education
University of Missouri-Columbia, College of Business 2007 — 2011
BSBA, Finance
Wells Fargo Advisors August 2014 - Present
Axius Financial October 2011 - May 2014
Skills
Series 7, Series 63, Series 65, Insurance, Financial Advisory, Disability Insurance, Long Term Care Insurance, Securities, Retirement Planning, Wealth Management, Asset Allocation, Strategic Financial..., Retirement, Uniform Combined State..., Estate Planning, Wealth, Financial Planning
Education
University of Missouri-Columbia, College of Business 2007 — 2011
BSBA, Finance
Trenton Kersting Trenton Kersting's Wells Fargo Advisors Experience May 2010 - August 2010
Job Associate Program Engineer II at Jet Aviation
Industry Higher Education
Experience
Jet Aviation February 2015 - Present
Jet Aviation July 2013 - February 2015
Aerojet May 2012 - August 2012
University of Missouri May 2011 - August 2011
University of Missouri September 2010 - May 2011
Wells Fargo Advisors May 2010 - August 2010
Skills
Leadership, Communication, Analytic Thinking, Independent Thinking, Programming, PowerPoint, Microsoft Office, Microsoft Word, Research, Problem Solving, Group Collaboration, Matlab, Visual C#, Public Speaking, Technical Presentations, Technical Writing, Solidworks, Aerospace, Time Management, Training, Engineering, SolidWorks
Education
University of Missouri-Columbia 2009 — 2013
B.S., Mechanical and Aerospace Engineering
Jet Aviation February 2015 - Present
Jet Aviation July 2013 - February 2015
Aerojet May 2012 - August 2012
University of Missouri May 2011 - August 2011
University of Missouri September 2010 - May 2011
Wells Fargo Advisors May 2010 - August 2010
Skills
Leadership, Communication, Analytic Thinking, Independent Thinking, Programming, PowerPoint, Microsoft Office, Microsoft Word, Research, Problem Solving, Group Collaboration, Matlab, Visual C#, Public Speaking, Technical Presentations, Technical Writing, Solidworks, Aerospace, Time Management, Training, Engineering, SolidWorks
Education
University of Missouri-Columbia 2009 — 2013
B.S., Mechanical and Aerospace Engineering
Adam Bronge's Wells Fargo Advisors Experience March 2014 - February 2015
Job Sales at ICON Aircraft
Industry Aviation & Aerospace
Experience
ICON Aircraft February 2015 - Present
Wells Fargo Advisors March 2014 - February 2015
Edward Jones December 2010 - March 2014
Edward Jones December 2009 - October 2010
Aerotek Engineering May 2008 - February 2009
Skills
Customer Service, Financial Analysis, Retirement Planning, Series 7, Account Management, Direct Sales, Microsoft Excel, New Business Development, Process Improvement, Sales, Sales Management, Strategic Planning, Applicant Tracking..., Business Development, Business Planning, Leadership, Salesforce.com, Private Piloting, Finance, Marketing, Training
Education
University of Missouri-Columbia, College of Business 2003 — 2007
ICON Aircraft February 2015 - Present
Wells Fargo Advisors March 2014 - February 2015
Edward Jones December 2010 - March 2014
Edward Jones December 2009 - October 2010
Aerotek Engineering May 2008 - February 2009
Skills
Customer Service, Financial Analysis, Retirement Planning, Series 7, Account Management, Direct Sales, Microsoft Excel, New Business Development, Process Improvement, Sales, Sales Management, Strategic Planning, Applicant Tracking..., Business Development, Business Planning, Leadership, Salesforce.com, Private Piloting, Finance, Marketing, Training
Education
University of Missouri-Columbia, College of Business 2003 — 2007
Brian Hogg Brian Hogg's Wells Fargo Advisors Experience July 2007 - December 2008
Job Director Program Management, Strategic Initiatives at Express Scripts
Industry Information Technology and Services
Experience
Express Scripts December 2012 - Present
Express Scripts September 2011 - December 2012
Express Scripts December 2008 - October 2011
Wells Fargo Advisors July 2007 - December 2008
A.G. Edwards & Sons, Inc. April 1999 - July 2007
BJC HealthCare 1993 - 1999
Computer Task Group 1992 - 1993
Price Waterhouse Management Consultants 1989 - 1992
Affinitec 1985 - 1989
Skills
Vendor Management, Process Improvement, Project Management, Management, SDLC, Leadership, Business Analysis, Contract Negotiation, IT Management, Project Planning, Enterprise Architecture, Information Technology, IT Strategy, Cross-functional Team..., Integration, Program Management, PMP
Education
University of Missouri-Saint Louis 1985 — 1987
Bachelors of Science, Computer Science
Express Scripts December 2012 - Present
Express Scripts September 2011 - December 2012
Express Scripts December 2008 - October 2011
Wells Fargo Advisors July 2007 - December 2008
A.G. Edwards & Sons, Inc. April 1999 - July 2007
BJC HealthCare 1993 - 1999
Computer Task Group 1992 - 1993
Price Waterhouse Management Consultants 1989 - 1992
Affinitec 1985 - 1989
Skills
Vendor Management, Process Improvement, Project Management, Management, SDLC, Leadership, Business Analysis, Contract Negotiation, IT Management, Project Planning, Enterprise Architecture, Information Technology, IT Strategy, Cross-functional Team..., Integration, Program Management, PMP
Education
University of Missouri-Saint Louis 1985 — 1987
Bachelors of Science, Computer Science
Desiree Wodicker Desiree Wodicker's Wells Fargo Advisors Experience October 2013 - Present
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors October 2013 - Present
Wells Fargo Advisors January 2013 - September 2013
Marcone January 2011 - January 2013
Skills
Retirement Planning, Asset Allocation, Financial Advisory, Finance, Securities, Investment Strategies, Retirement, 401k Rollovers, IRAs, Saving for Education, High Net Worth..., Life Insurance
Education
University of Missouri-Saint Louis
Bachelor of Business Administration (B.B.A.), Finance, General
Wells Fargo Advisors October 2013 - Present
Wells Fargo Advisors January 2013 - September 2013
Marcone January 2011 - January 2013
Skills
Retirement Planning, Asset Allocation, Financial Advisory, Finance, Securities, Investment Strategies, Retirement, 401k Rollovers, IRAs, Saving for Education, High Net Worth..., Life Insurance
Education
University of Missouri-Saint Louis
Bachelor of Business Administration (B.B.A.), Finance, General
Chad Bernstein Chad Bernstein's Wells Fargo Advisors Experience April 2013 - December 2013
Job Associate Business Analyst at Hudson's Bay Company
Industry Computer Hardware
Experience
Hudson's Bay Company September 2014 - Present
Dell/Boeing April 2014 - September 2014
Wells Fargo March 2014 - April 2014
Wells Fargo Advisors April 2013 - December 2013
CBIZ February 2013 - March 2013
Retail Technology Group August 2011 - November 2012
Katy Computer Repair October 2010 - April 2011
AT&T April 2008 - April 2010
Walgreen's February 2006 - May 2007
Skills
Sales, Computer Repair, Project Management, Multiple Project..., Project Coordination, HVAC, Microsoft Office 2007, Computer Hardware..., Retail, Customer Service, Photography, Soldering, Brazing, Retail Sales, POS, Management, Office Administration, Call Centers, Cold Calling Experience, Marketing, Account Management, Outlook, Troubleshooting, Microsoft Office, Process Improvement, Vendor Management, Customer Retention, Employee Training, Customer Satisfaction, Computer Hardware, Leadership, Networking, New Business Development, Training, Software Documentation, Cold Calling, Time Management, Information Technology, Recruiting, CRM, Program Management
Education
University of Missouri - St. Louis 1996 — 2000
Bachelor of Arts (B.A.), Communication and Media Studies
Hudson's Bay Company September 2014 - Present
Dell/Boeing April 2014 - September 2014
Wells Fargo March 2014 - April 2014
Wells Fargo Advisors April 2013 - December 2013
CBIZ February 2013 - March 2013
Retail Technology Group August 2011 - November 2012
Katy Computer Repair October 2010 - April 2011
AT&T April 2008 - April 2010
Walgreen's February 2006 - May 2007
Skills
Sales, Computer Repair, Project Management, Multiple Project..., Project Coordination, HVAC, Microsoft Office 2007, Computer Hardware..., Retail, Customer Service, Photography, Soldering, Brazing, Retail Sales, POS, Management, Office Administration, Call Centers, Cold Calling Experience, Marketing, Account Management, Outlook, Troubleshooting, Microsoft Office, Process Improvement, Vendor Management, Customer Retention, Employee Training, Customer Satisfaction, Computer Hardware, Leadership, Networking, New Business Development, Training, Software Documentation, Cold Calling, Time Management, Information Technology, Recruiting, CRM, Program Management
Education
University of Missouri - St. Louis 1996 — 2000
Bachelor of Arts (B.A.), Communication and Media Studies
Erich Weber Erich Weber's Wells Fargo Advisors Experience 2005 - 2008
Job Managing Director Head of Capital Markets Distribution & Sales
Industry Investment Management
Experience
Pioneer Advisors May 2014 - Present
KKMP Capital Group September 2013 - Present
Bank of America/Merrill Lynch 2012 - August 2013
Capstone Global Equities 2010 - 2012
Morgan Stanley Wealth Management 2008 - 2010
Wells Fargo Advisors 2005 - 2008
Skills
Strategic Planning, Business Strategy, Customer Service, Sales, Negotiation, Marketing, Microsoft Office, Marketing Strategy, Contract Negotiation, Project Management, Event Management, Financial Analysis, Event Planning, Analysis, Process Improvement, Series 7
Education
University of Missouri-Columbia, College of Business 1991 — 1995
BS, Finance
Pioneer Advisors May 2014 - Present
KKMP Capital Group September 2013 - Present
Bank of America/Merrill Lynch 2012 - August 2013
Capstone Global Equities 2010 - 2012
Morgan Stanley Wealth Management 2008 - 2010
Wells Fargo Advisors 2005 - 2008
Skills
Strategic Planning, Business Strategy, Customer Service, Sales, Negotiation, Marketing, Microsoft Office, Marketing Strategy, Contract Negotiation, Project Management, Event Management, Financial Analysis, Event Planning, Analysis, Process Improvement, Series 7
Education
University of Missouri-Columbia, College of Business 1991 — 1995
BS, Finance
Matthew Thurman Matthew Thurman's Wells Fargo Advisors Experience February 2010 - March 2011
Job Talent Acquisition Specialist
Industry Staffing and Recruiting
Experience
Aerotek March 2011 - Present
Matthew Thurman Publishing (ASCAP) January 2012 - Present
5MICProductions December 2004 - Present
Wells Fargo Advisors February 2010 - March 2011
Skills
Sales, Human Resources, Entrepreneurship, Coaching, Time Management, Finance, Music, Logistics, Manufacturing, Recruiting, Talent Acquisition, Cold Calling, DoD, Sourcing, Applicant Tracking..., Military, Interviews, Technical Recruiting, College Recruiting, Talent Management, Strategic Planning, Account Management, Customer Service, Microsoft Office, Management, Aviation, Microsoft Excel, Aerospace, Project Management, Temporary Placement, Staffing Services, PowerPoint, Onboarding
Education
University of Missouri-Columbia, College of Business 2005 — 2009
Bachelor's of Science, Business Administration with an emphasis in Marketing
Aerotek March 2011 - Present
Matthew Thurman Publishing (ASCAP) January 2012 - Present
5MICProductions December 2004 - Present
Wells Fargo Advisors February 2010 - March 2011
Skills
Sales, Human Resources, Entrepreneurship, Coaching, Time Management, Finance, Music, Logistics, Manufacturing, Recruiting, Talent Acquisition, Cold Calling, DoD, Sourcing, Applicant Tracking..., Military, Interviews, Technical Recruiting, College Recruiting, Talent Management, Strategic Planning, Account Management, Customer Service, Microsoft Office, Management, Aviation, Microsoft Excel, Aerospace, Project Management, Temporary Placement, Staffing Services, PowerPoint, Onboarding
Education
University of Missouri-Columbia, College of Business 2005 — 2009
Bachelor's of Science, Business Administration with an emphasis in Marketing
Anna Marie Curran, CAIA Anna Marie Curran, CAIA's Wells Fargo Advisors Experience June 2012 - May 2013
Job Research Analyst at Summit Strategies
Industry Financial Services
Experience
Summit Strategies May 2013 - Present
Wells Fargo Advisors June 2012 - May 2013
Morgan & Morgan Law Firm May 2010 - August 2010
Skills
Spanish, Financial Analysis, PowerPoint, Research, Microsoft Excel, Microsoft Office, Teamwork, Customer Service, Market Research, French, Public Speaking, Outlook, Bloomberg Terminal, Microsoft Word, Fluent in Spanish, Proficient in French, Proficient in Microsoft...
Education
University of Missouri-Saint Louis 2009 — 2012
Bachelors of Science, Finance and International Business
Summit Strategies May 2013 - Present
Wells Fargo Advisors June 2012 - May 2013
Morgan & Morgan Law Firm May 2010 - August 2010
Skills
Spanish, Financial Analysis, PowerPoint, Research, Microsoft Excel, Microsoft Office, Teamwork, Customer Service, Market Research, French, Public Speaking, Outlook, Bloomberg Terminal, Microsoft Word, Fluent in Spanish, Proficient in French, Proficient in Microsoft...
Education
University of Missouri-Saint Louis 2009 — 2012
Bachelors of Science, Finance and International Business
Chad Chesnut Chad Chesnut's Wells Fargo Advisors Experience October 2013 - November 2013
Job Senior Middle Office Specialist at Scottrade
Industry Financial Services
Experience
Scottrade January 2015 - Present
Scottrade November 2013 - January 2015
Wells Fargo Advisors October 2013 - November 2013
Wells Fargo Advisors August 2013 - September 2013
Northwestern Mutual November 2012 - June 2013
Johnny Mac's Sporting Goods December 2005 - December 2012
Skills
Strategic Financial..., Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Client Liaison, Financial Services, Broker-Dealer, Series 24, Brokerage Operations
Education
University of Missouri-Saint Louis 2011 — 2013
Bachelor of Business Administration (BBA), Finance, General
University of New Orleans 2008 — 2011
Naval Architecture and Marine Engineering
Lindbergh High School 2004 — 2008
Scottrade January 2015 - Present
Scottrade November 2013 - January 2015
Wells Fargo Advisors October 2013 - November 2013
Wells Fargo Advisors August 2013 - September 2013
Northwestern Mutual November 2012 - June 2013
Johnny Mac's Sporting Goods December 2005 - December 2012
Skills
Strategic Financial..., Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Client Liaison, Financial Services, Broker-Dealer, Series 24, Brokerage Operations
Education
University of Missouri-Saint Louis 2011 — 2013
Bachelor of Business Administration (BBA), Finance, General
University of New Orleans 2008 — 2011
Naval Architecture and Marine Engineering
Lindbergh High School 2004 — 2008
Alex Reif Alex Reif's Wells Fargo Advisors Experience March 2015 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo Advisors March 2015 - Present
Wells Fargo Advisors January 2011 - Present
Zemenick & Walker Inc., Investment Advisors June 2009 - February 2010
Education
Washington University in St. Louis - Olin Business School 2008 — 2010
MBA, Finance
University of Missouri-Columbia, College of Business 2004 — 2008
BSBA, Finance
Wells Fargo Advisors March 2015 - Present
Wells Fargo Advisors January 2011 - Present
Zemenick & Walker Inc., Investment Advisors June 2009 - February 2010
Education
Washington University in St. Louis - Olin Business School 2008 — 2010
MBA, Finance
University of Missouri-Columbia, College of Business 2004 — 2008
BSBA, Finance
Nathan Matt, CPA Nathan Matt, CPA's Wells Fargo Advisors Experience May 2012 - August 2012
Job Assurance Associate at PwC
Industry Accounting
Experience
PwC August 2013 - Present
University of Missouri July 2012 - May 2013
Wells Fargo Advisors May 2012 - August 2012
University of Missouri Career Center January 2011 - May 2012
MFA Oil Company August 2010 - May 2012
PwC January 2012 - March 2012
Skills
Auditing, Internal Audit, Microsoft Excel, Microsoft Office, PowerPoint, Accounting, Financial Analysis, Microsoft Word, Internal Controls, Customer Service, Financial Accounting, US GAAP, Public Speaking
Education
University of Missouri-Columbia 2008 — 2013
PwC August 2013 - Present
University of Missouri July 2012 - May 2013
Wells Fargo Advisors May 2012 - August 2012
University of Missouri Career Center January 2011 - May 2012
MFA Oil Company August 2010 - May 2012
PwC January 2012 - March 2012
Skills
Auditing, Internal Audit, Microsoft Excel, Microsoft Office, PowerPoint, Accounting, Financial Analysis, Microsoft Word, Internal Controls, Customer Service, Financial Accounting, US GAAP, Public Speaking
Education
University of Missouri-Columbia 2008 — 2013
Scott Swihart Scott Swihart's Wells Fargo Advisors Experience August 2000 - Present
Job VP Manager at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors August 2000 - Present
A.G. Edwards & Sons, Inc. August 2000 - October 2007
Skills
Requirements Gathering, Enterprise Architecture, Security, Business Analysis, Vendor Management, Program Management, SQL, Process Improvement, SDLC, Leadership, SharePoint, Visio, IT Management, Information Technology, Disaster Recovery, Data Warehousing, Risk Management, Integration, Software Development, Cross-functional Team..., Requirements Analysis, Project Management, Oracle
Education
Vatterott College 1998 — 1999
Degree Plus Program, Project Management, Application Development, Database Administration
University of Missouri-Columbia, College of Business 1987 — 1991
Wells Fargo Advisors August 2000 - Present
A.G. Edwards & Sons, Inc. August 2000 - October 2007
Skills
Requirements Gathering, Enterprise Architecture, Security, Business Analysis, Vendor Management, Program Management, SQL, Process Improvement, SDLC, Leadership, SharePoint, Visio, IT Management, Information Technology, Disaster Recovery, Data Warehousing, Risk Management, Integration, Software Development, Cross-functional Team..., Requirements Analysis, Project Management, Oracle
Education
Vatterott College 1998 — 1999
Degree Plus Program, Project Management, Application Development, Database Administration
University of Missouri-Columbia, College of Business 1987 — 1991
Kenneth Schmitz Kenneth Schmitz's Wells Fargo Advisors Experience October 2013 - Present
Job Sr. Commodities & Futures Risk Review Analyst PCG Supervision at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors October 2013 - Present
Wells Fargo Advisors July 2011 - October 2013
Wells Fargo Advisors September 2008 - July 2011
First Advisors January 2008 - September 2008
First Advisors May 2006 - September 2008
FFP Securities May 2007 - June 2008
ABB Inc January 2007 - April 2007
Walgreens May 2004 - August 2004
Education
University of Missouri-Saint Louis 2004 — 2006
MBA
University of Missouri-Columbia, College of Business 2001 — 2004
BSBA
Lindbergh
Wells Fargo Advisors October 2013 - Present
Wells Fargo Advisors July 2011 - October 2013
Wells Fargo Advisors September 2008 - July 2011
First Advisors January 2008 - September 2008
First Advisors May 2006 - September 2008
FFP Securities May 2007 - June 2008
ABB Inc January 2007 - April 2007
Walgreens May 2004 - August 2004
Education
University of Missouri-Saint Louis 2004 — 2006
MBA
University of Missouri-Columbia, College of Business 2001 — 2004
BSBA
Lindbergh
Nicholas Wallis Nicholas Wallis's Wells Fargo Advisors Experience December 2012 - Present
Job Assistant Vice President Business Analyst at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors December 2012 - Present
Wells Fargo Advisors April 2010 - December 2012
Wells Fargo Advisors December 2008 - April 2010
Northwestern Mutual August 2006 - July 2008
Skills
Series 6, Series 63, Series 7
Education
Webster University
Master of Science (MS), Information Technology Management
University of Missouri-Columbia 1997 — 2001
Bachelor of Science (BS), Finance and Banking
Wells Fargo Advisors December 2012 - Present
Wells Fargo Advisors April 2010 - December 2012
Wells Fargo Advisors December 2008 - April 2010
Northwestern Mutual August 2006 - July 2008
Skills
Series 6, Series 63, Series 7
Education
Webster University
Master of Science (MS), Information Technology Management
University of Missouri-Columbia 1997 — 2001
Bachelor of Science (BS), Finance and Banking
William Rich, AAMS's Wells Fargo Advisors Experience March 1987 - Present
Job Senior Vice President Investments/Senior PIM Portfolio Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 1987 - Present
Skills
Mutual Funds, Investment Advisory, Financial Advisory, Retirement Planning, Technical Analysis, Financial Analysis, Asset Allocation, Separately Managed..., Equities, Stock Market, Asset Management, Fixed Income, Investment Strategies, Securities, ETFs, Insurance, Retirement, Hedge Funds, FINRA, 401k, 529 Plans, Managing Accounts, Private Investment..., Alternative Investments, High Net Worth..., IRAs, 401k Rollovers, Estate Planning
Education
University of Missouri-Saint Louis 1964 — 1968
BS, Business
Normandy High School 1957 — 1961
College for Financial Planning
AAMS, Accredited Asset Management Specialist
Wells Fargo Advisors March 1987 - Present
Skills
Mutual Funds, Investment Advisory, Financial Advisory, Retirement Planning, Technical Analysis, Financial Analysis, Asset Allocation, Separately Managed..., Equities, Stock Market, Asset Management, Fixed Income, Investment Strategies, Securities, ETFs, Insurance, Retirement, Hedge Funds, FINRA, 401k, 529 Plans, Managing Accounts, Private Investment..., Alternative Investments, High Net Worth..., IRAs, 401k Rollovers, Estate Planning
Education
University of Missouri-Saint Louis 1964 — 1968
BS, Business
Normandy High School 1957 — 1961
College for Financial Planning
AAMS, Accredited Asset Management Specialist
Andrew Thomasson's Wells Fargo Advisors Experience November 2013 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors November 2013 - Present
Morgan Stanley Wealth Management June 2010 - October 2013
LPL Financial June 2007 - June 2010
Mutual of Omaha October 2005 - May 2007
Skills
Special Needs Trusts, Investments, Securities, Asset Allocation, Alternative Investments, Municipal Bonds, Networking, Estate Investment...
Education
University of Missouri - St. Louis
BS, History
Wells Fargo Advisors November 2013 - Present
Morgan Stanley Wealth Management June 2010 - October 2013
LPL Financial June 2007 - June 2010
Mutual of Omaha October 2005 - May 2007
Skills
Special Needs Trusts, Investments, Securities, Asset Allocation, Alternative Investments, Municipal Bonds, Networking, Estate Investment...
Education
University of Missouri - St. Louis
BS, History
Kristi Rhoades-Daly's Wells Fargo Advisors Experience March 2006 - August 2010
Job Fraud Agent III / Seller Risk Management at eBay Inc
Industry Internet
Experience
Inoublié Vintage Market February 2009 - Present
eBay Inc January 2014 - August 2014
eBay Inc August 2012 - January 2014
eBay Inc May 2011 - August 2012
High Road for Human Rights November 2010 - February 2011
Women's Closet Exchange October 2007 - September 2010
Wells Fargo Advisors March 2006 - August 2010
University of Missouri - St. Louis January 2006 - December 2008
Sierra Club, Eastern Missouri Group June 2008 - August 2008
Skills
Social Media, Event Planning, Microsoft Excel, Microsoft Word, Customer Service, Sales, WordPress, Event Management, Editing, Web Design, Fraud Detection, E-commerce, Customer Support, Ebay Sales, Social Networking, Retail Sales, Microsoft Office, Digital Photography, Facebook, Phone Etiquette, PowerPoint, Research, Fraud, Online Fraud, Call Centers
Education
Western Governors University 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Missouri-Saint Louis 2005 — 2008
Bachelor’s Degree, French Minor, Nonprofit Leadership & Management Certificate, 3.73 GPA
Fox Senior High 2001 — 2005
High School, 4.2 GPA
Inoublié Vintage Market February 2009 - Present
eBay Inc January 2014 - August 2014
eBay Inc August 2012 - January 2014
eBay Inc May 2011 - August 2012
High Road for Human Rights November 2010 - February 2011
Women's Closet Exchange October 2007 - September 2010
Wells Fargo Advisors March 2006 - August 2010
University of Missouri - St. Louis January 2006 - December 2008
Sierra Club, Eastern Missouri Group June 2008 - August 2008
Skills
Social Media, Event Planning, Microsoft Excel, Microsoft Word, Customer Service, Sales, WordPress, Event Management, Editing, Web Design, Fraud Detection, E-commerce, Customer Support, Ebay Sales, Social Networking, Retail Sales, Microsoft Office, Digital Photography, Facebook, Phone Etiquette, PowerPoint, Research, Fraud, Online Fraud, Call Centers
Education
Western Governors University 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Missouri-Saint Louis 2005 — 2008
Bachelor’s Degree, French Minor, Nonprofit Leadership & Management Certificate, 3.73 GPA
Fox Senior High 2001 — 2005
High School, 4.2 GPA
Josh Scherder, MBA's Wells Fargo Advisors Experience 2009 - 2010
Job Portfolio Manager
Industry Banking
Experience
US Bank February 2010 - Present
University of Phoenix - Professor 2009 - 2011
Wells Fargo Advisors 2009 - 2010
Carrollton Bank 2005 - 2009
Skills
Financial Analysis, Credit Analysis, Financial Modeling, Credit, Portfolio Management, Commercial Banking, Banking, Loans, Corporate Finance, Strategic Planning, Microsoft Excel, Risk Management, Finance, Bloomberg, Strategic Financial..., Process Improvement, Analysis, Commercial Lending, Securities, Investments, Valuation, Marketing Strategy, Business Planning, Team Building, Business Development, Strategic Thinking, Teamwork, Cross-functional Team..., Sales, Relationship Management, Equities, Accounting, Business Analysis, Leadership, Series 7, Wealth Management, Mergers & Acquisitions, Cash Management, Due Diligence, Insurance, CRM, Financial Services, Management, Asset Management, Credit Risk, Strategy, Executive Management, Competitive Analysis, Recruiting, Forecasting
Education
Washington University in St. Louis 2006 — 2008
MBA
University of Missouri-Columbia, College of Business 2000 — 2004
Bachelor
University of Lancaster 2002 — 2002
International Studies
US Bank February 2010 - Present
University of Phoenix - Professor 2009 - 2011
Wells Fargo Advisors 2009 - 2010
Carrollton Bank 2005 - 2009
Skills
Financial Analysis, Credit Analysis, Financial Modeling, Credit, Portfolio Management, Commercial Banking, Banking, Loans, Corporate Finance, Strategic Planning, Microsoft Excel, Risk Management, Finance, Bloomberg, Strategic Financial..., Process Improvement, Analysis, Commercial Lending, Securities, Investments, Valuation, Marketing Strategy, Business Planning, Team Building, Business Development, Strategic Thinking, Teamwork, Cross-functional Team..., Sales, Relationship Management, Equities, Accounting, Business Analysis, Leadership, Series 7, Wealth Management, Mergers & Acquisitions, Cash Management, Due Diligence, Insurance, CRM, Financial Services, Management, Asset Management, Credit Risk, Strategy, Executive Management, Competitive Analysis, Recruiting, Forecasting
Education
Washington University in St. Louis 2006 — 2008
MBA
University of Missouri-Columbia, College of Business 2000 — 2004
Bachelor
University of Lancaster 2002 — 2002
International Studies
Don Hampton Don Hampton's Wells Fargo Advisors Experience June 2006 - November 2011
Job Independent Consultant
Industry Financial Services
Experience
Variable Annuity Life Insurance CO, VALIC August 2013 - June 2014
Don Hampton November 2011 - December 2012
Wells Fargo Advisors June 2006 - November 2011
National City Bank/ Allegiant Bank October 2003 - June 2006
Skills
Series 7, Retirement Planning, Investments, Securities, Mutual Funds, Asset Management, Equities, S65, S24, Wealth Management, CFP(R), CRPC, AAMS, Insurance
Education
University of Missouri, St. Louis, MO
University of Missouri-Saint Louis
Bachelor General Studies, Public Relations/Communications, 3.0
Variable Annuity Life Insurance CO, VALIC August 2013 - June 2014
Don Hampton November 2011 - December 2012
Wells Fargo Advisors June 2006 - November 2011
National City Bank/ Allegiant Bank October 2003 - June 2006
Skills
Series 7, Retirement Planning, Investments, Securities, Mutual Funds, Asset Management, Equities, S65, S24, Wealth Management, CFP(R), CRPC, AAMS, Insurance
Education
University of Missouri, St. Louis, MO
University of Missouri-Saint Louis
Bachelor General Studies, Public Relations/Communications, 3.0
Teresa Kelso Teresa Kelso's Wells Fargo Advisors Experience December 2014 - Present
Job Marketing Database Analyst at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors December 2014 - Present
Wells Fargo Advisors April 2011 - December 2014
The Warranty Group November 2007 - January 2011
HR Solutions, Inc. March 2006 - November 2007
Network Century, Inc. August 2005 - February 2006
Perico Life Insurance Company September 2003 - February 2005
Education
University of Missouri-Saint Louis 1999 — 2003
BS, Management Information Systems
Metro High School 1995 — 1999
Wells Fargo Advisors December 2014 - Present
Wells Fargo Advisors April 2011 - December 2014
The Warranty Group November 2007 - January 2011
HR Solutions, Inc. March 2006 - November 2007
Network Century, Inc. August 2005 - February 2006
Perico Life Insurance Company September 2003 - February 2005
Education
University of Missouri-Saint Louis 1999 — 2003
BS, Management Information Systems
Metro High School 1995 — 1999
Aaron Leeper Aaron Leeper's Wells Fargo Advisors Experience April 2014 - Present
Job Regional Supervisor
Industry Financial Services
Experience
Wells Fargo Advisors April 2014 - Present
Wells Fargo Advisors LLC November 2012 - April 2014
Wells Fargo Advisors LLC May 2011 - November 2012
State Street December 2010 - May 2011
Image Impact October 2010 - January 2011
Image Impact 2008 - 2010
Aflac 2006 - 2008
Education
University of Missouri-Kansas City 2008 — 2009
Master's degree, Accounting
William Jewell College 2001 — 2005
Bachelors Science, Banking & Finanace
Wells Fargo Advisors April 2014 - Present
Wells Fargo Advisors LLC November 2012 - April 2014
Wells Fargo Advisors LLC May 2011 - November 2012
State Street December 2010 - May 2011
Image Impact October 2010 - January 2011
Image Impact 2008 - 2010
Aflac 2006 - 2008
Education
University of Missouri-Kansas City 2008 — 2009
Master's degree, Accounting
William Jewell College 2001 — 2005
Bachelors Science, Banking & Finanace
David Erger David Erger's Wells Fargo Advisors Experience September 2013 - Present
Job Business Systems Consultant at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors September 2013 - Present
Polar Opposites Ice Cream & Frozen Yogurt November 2011 - Present
Wells Fargo Advisors via Apex Systems August 2011 - February 2013
Maritz 2007 - 2011
Maritz 2005 - 2007
CitiMortgage April 1998 - January 2005
Boeing June 1986 - April 1998
Skills
System Architecture, Software Development, Business Analysis, E-commerce, Business Process..., Software Documentation, Analysis, Program Management, Management, Business Process, Process Improvement, Training, Agile Methodologies, Product Development, Business Continuity, Project Management, Cross-functional Team..., Engineering, Budgets, SQL, SDLC, Information Technology, Forecasting, Strategic Planning, Enterprise Architecture, Vendor Management, Leadership, Software Development..., Visio, Business Intelligence, IT Strategy, Integration, Business Process..., Software Project...
Education
University of Missouri-Rolla 1982 — 1986
Bachelor of Science, Aerospace Engineering
Wells Fargo Advisors September 2013 - Present
Polar Opposites Ice Cream & Frozen Yogurt November 2011 - Present
Wells Fargo Advisors via Apex Systems August 2011 - February 2013
Maritz 2007 - 2011
Maritz 2005 - 2007
CitiMortgage April 1998 - January 2005
Boeing June 1986 - April 1998
Skills
System Architecture, Software Development, Business Analysis, E-commerce, Business Process..., Software Documentation, Analysis, Program Management, Management, Business Process, Process Improvement, Training, Agile Methodologies, Product Development, Business Continuity, Project Management, Cross-functional Team..., Engineering, Budgets, SQL, SDLC, Information Technology, Forecasting, Strategic Planning, Enterprise Architecture, Vendor Management, Leadership, Software Development..., Visio, Business Intelligence, IT Strategy, Integration, Business Process..., Software Project...
Education
University of Missouri-Rolla 1982 — 1986
Bachelor of Science, Aerospace Engineering
Barbara A. Richards Barbara A. Richards's Wells Fargo Advisors Experience August 2013 - Present
Job Learning and Development Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors August 2013 - Present
U.S. Bank June 2010 - Present
MetLife September 2008 - December 2009
MetLife December 2007 - September 2008
MetLife December 1997 - January 2007
Walnut Street Securities February 1997 - December 1997
Walnut Street Securities September 1993 - December 1997
Edward Jones May 1990 - September 1993
Edward Jones April 1986 - May 1990
Edward Jones April 1987 - April 1990
Skills
Sales, Corporate Training, Training, Insurance, Training Programs, Workshop Facilitation, Leadership, Project Management, Mentoring, Cross-functional Team..., Talent Management, Management, Employee Training, Program Management, Team Building, Life Insurance, Process Improvement, Coaching, Customer Service, Recruiting, Marketing, Strategy, Strategic Planning
Education
University of Missouri-Saint Louis 1979 — 1983
BS, Administration of Justice
Wells Fargo Advisors August 2013 - Present
U.S. Bank June 2010 - Present
MetLife September 2008 - December 2009
MetLife December 2007 - September 2008
MetLife December 1997 - January 2007
Walnut Street Securities February 1997 - December 1997
Walnut Street Securities September 1993 - December 1997
Edward Jones May 1990 - September 1993
Edward Jones April 1986 - May 1990
Edward Jones April 1987 - April 1990
Skills
Sales, Corporate Training, Training, Insurance, Training Programs, Workshop Facilitation, Leadership, Project Management, Mentoring, Cross-functional Team..., Talent Management, Management, Employee Training, Program Management, Team Building, Life Insurance, Process Improvement, Coaching, Customer Service, Recruiting, Marketing, Strategy, Strategic Planning
Education
University of Missouri-Saint Louis 1979 — 1983
BS, Administration of Justice
Jason Sciaroni Jason Sciaroni's Wells Fargo Advisors Experience October 2008 - Present
Job Business Process Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors October 2008 - Present
Amdocs February 2008 - October 2008
AT&T December 2001 - February 2008
AT&T May 1999 - December 2001
Skills
Testing, Project Management, Business Process, Program Management, SOA, Test Planning, Strategic Planning, Analysis, Process Improvement, Microsoft Excel, Change Management, SDLC, Management, Agile Methodologies, Microsoft Office, Customer Service, Outsourcing, COBOL, Web Services, PowerPoint
Education
University of Missouri - St. Louis 1998 — 2002
BA, Business Administration, MIS
Wells Fargo Advisors October 2008 - Present
Amdocs February 2008 - October 2008
AT&T December 2001 - February 2008
AT&T May 1999 - December 2001
Skills
Testing, Project Management, Business Process, Program Management, SOA, Test Planning, Strategic Planning, Analysis, Process Improvement, Microsoft Excel, Change Management, SDLC, Management, Agile Methodologies, Microsoft Office, Customer Service, Outsourcing, COBOL, Web Services, PowerPoint
Education
University of Missouri - St. Louis 1998 — 2002
BA, Business Administration, MIS
Tricia Patterson Tricia Patterson's Wells Fargo Advisors Experience September 2014 - Present
Job
Industry Financial Services
Experience
Wells Fargo Advisors September 2014 - Present
Education
University of Missouri-Columbia, College of Business 2000 — 2004
BS - Business Administration, BA - International Studies, International Business, Spanish, Marketing
Wells Fargo Advisors September 2014 - Present
Education
University of Missouri-Columbia, College of Business 2000 — 2004
BS - Business Administration, BA - International Studies, International Business, Spanish, Marketing
Dino Dedić Dino Dedić's Wells Fargo Advisors Experience April 2015 - Present
Job University of MissouriSaint Louis
Industry Financial Services
Experience
Wells Fargo Advisors April 2015 - Present
AurA Tax Services 2015 - Present
T-Mobile November 2012 - January 2015
Asian Services LLC January 2009 - April 2014
Lowe’s October 2008 - January 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Teamwork, Public Speaking, HTML, Java, Windows, Team Leadership, Strategic Planning, Leadership, Team Building, Finance, Analysis, Management, Financial Analysis, Sales Management
Education
University of Missouri-Saint Louis 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Wells Fargo Advisors April 2015 - Present
AurA Tax Services 2015 - Present
T-Mobile November 2012 - January 2015
Asian Services LLC January 2009 - April 2014
Lowe’s October 2008 - January 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Teamwork, Public Speaking, HTML, Java, Windows, Team Leadership, Strategic Planning, Leadership, Team Building, Finance, Analysis, Management, Financial Analysis, Sales Management
Education
University of Missouri-Saint Louis 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Brian Roesslein's Wells Fargo Advisors Experience June 2015 - Present
Job Credit Portfolio Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors June 2015 - Present
Wells Fargo Advisors November 2012 - June 2015
River City Casino & Hotel October 2010 - October 2012
Pinnacle Entertainment May 2009 - October 2010
L'Auberge du Lac January 2009 - May 2009
L'Auberge du Lac August 2008 - December 2008
Skills
Casino, Hospitality, Database Marketing, Budgets, Customer Service, Forecasting, Analysis, Hotels, Food & Beverage, Microsoft Excel, Access, Department Budgeting, e, Essbase, Ad Hoc Reporting, Data Analysis, Leadership, Strategy, Competitive Analysis, Marketing, Finance, Analytics, Accounting, Strategic Financial..., Financial Reporting, Business Analysis, Financial Modeling, Financial Analysis, Market Research, Financial Planning
Education
Washington University in St. Louis - Olin Business School 2012 — 2014
MBA
University of Missouri-Columbia, College of Business 2004 — 2008
Finance and Banking, Finance
Wells Fargo Advisors June 2015 - Present
Wells Fargo Advisors November 2012 - June 2015
River City Casino & Hotel October 2010 - October 2012
Pinnacle Entertainment May 2009 - October 2010
L'Auberge du Lac January 2009 - May 2009
L'Auberge du Lac August 2008 - December 2008
Skills
Casino, Hospitality, Database Marketing, Budgets, Customer Service, Forecasting, Analysis, Hotels, Food & Beverage, Microsoft Excel, Access, Department Budgeting, e, Essbase, Ad Hoc Reporting, Data Analysis, Leadership, Strategy, Competitive Analysis, Marketing, Finance, Analytics, Accounting, Strategic Financial..., Financial Reporting, Business Analysis, Financial Modeling, Financial Analysis, Market Research, Financial Planning
Education
Washington University in St. Louis - Olin Business School 2012 — 2014
MBA
University of Missouri-Columbia, College of Business 2004 — 2008
Finance and Banking, Finance
Jackie André, CPA, CRPC Jackie André, CPA, CRPC's Wells Fargo Advisors Experience April 2007 - September 2010
Job Financial Advisor
Industry Financial Services
Experience
Wells Fargo Advisors April 2007 - September 2010
Edward Jones December 2005 - April 2007
CitiMortgage January 2005 - December 2005
Brown Smith Wallace November 2003 - January 2005
Schmersahl Treloar & Co March 2000 - October 2003
Life Uniform September 1997 - March 2000
Skills
Accounting, Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Investments, Forecasting, GAAP, Auditing, Strategic Planning, Management, Project Planning, Strategic Financial..., Internal Audit, Time Management, Risk Management, Banking, Finance, Financial Services, Budgets, Financial Modeling, Portfolio Management, Insurance, Credit, Analysis, Financial Advisory, Managerial Finance, Financial Planning
Education
University of Missouri-Saint Louis 1993 — 1997
BS, Accounting
Wells Fargo Advisors April 2007 - September 2010
Edward Jones December 2005 - April 2007
CitiMortgage January 2005 - December 2005
Brown Smith Wallace November 2003 - January 2005
Schmersahl Treloar & Co March 2000 - October 2003
Life Uniform September 1997 - March 2000
Skills
Accounting, Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Investments, Forecasting, GAAP, Auditing, Strategic Planning, Management, Project Planning, Strategic Financial..., Internal Audit, Time Management, Risk Management, Banking, Finance, Financial Services, Budgets, Financial Modeling, Portfolio Management, Insurance, Credit, Analysis, Financial Advisory, Managerial Finance, Financial Planning
Education
University of Missouri-Saint Louis 1993 — 1997
BS, Accounting
Felix Ceballos Felix Ceballos's Wells Fargo Advisors Experience 2010 - 2011
Job Senior Financial Analyst at SaveALot
Industry Financial Services
Experience
Save-A-Lot August 2012 - Present
Save-A-Lot April 2012 - August 2012
TLC Vision 2011 - 2012
Wells Fargo Advisors 2010 - 2011
Savvis 2008 - 2010
LT, INC 2004 - 2007
Skills
Forecasting, Analysis, Data Analysis, Variance Analysis, Finance, Financial Analysis, Strategy, Financial Reporting, Process Improvement, Analytics, Budgets, SAP, Data Aggregation, Business Intelligence, P&L Management, Executive Reporting, Metric Development, Modeling, Market Analysis, Contract Negotiation, Cost Reduction, Financial Modeling, Sales, Managerial Finance, Capital Budgeting, Budgeting, Recommendations, Operational Planning, Cross-functional Team..., Strategic Financial..., Income Statement, Cash Flow, Business Development, Executive Management, Marketing, Negotiation, Business Strategy, Mergers & Acquisitions, Pricing, Competitive Analysis, Cash Management, Hyperion Enterprise, Accounting, Corporate Finance, Essbase, Business Analysis, Tableau, Financial Planning, P&L
Education
Webster University 2004 — 2006
MBA, Business
University of Missouri-Saint Louis 1999 — 2003
B.A., Psychology and Communications
Save-A-Lot August 2012 - Present
Save-A-Lot April 2012 - August 2012
TLC Vision 2011 - 2012
Wells Fargo Advisors 2010 - 2011
Savvis 2008 - 2010
LT, INC 2004 - 2007
Skills
Forecasting, Analysis, Data Analysis, Variance Analysis, Finance, Financial Analysis, Strategy, Financial Reporting, Process Improvement, Analytics, Budgets, SAP, Data Aggregation, Business Intelligence, P&L Management, Executive Reporting, Metric Development, Modeling, Market Analysis, Contract Negotiation, Cost Reduction, Financial Modeling, Sales, Managerial Finance, Capital Budgeting, Budgeting, Recommendations, Operational Planning, Cross-functional Team..., Strategic Financial..., Income Statement, Cash Flow, Business Development, Executive Management, Marketing, Negotiation, Business Strategy, Mergers & Acquisitions, Pricing, Competitive Analysis, Cash Management, Hyperion Enterprise, Accounting, Corporate Finance, Essbase, Business Analysis, Tableau, Financial Planning, P&L
Education
Webster University 2004 — 2006
MBA, Business
University of Missouri-Saint Louis 1999 — 2003
B.A., Psychology and Communications
Ryan Dannan Ryan Dannan's Wells Fargo Advisors Experience October 2014 - Present
Job Marketing & Communications Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors October 2014 - Present
Skills
Microsoft Office, Insurance, Financial Analysis, Analysis, Management, Investments, Series 63, Customer Service, Leadership, Project Management, Mutual Funds, Marketing, Thompson One, Social Media, FINRA, Financial Advisory, Training, Relationship Management, Risk Management, Series 66, Thomson One, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Sales, Strategic Planning, Data Analysis, Team Building, Event Planning, Public Speaking, Series 7, Salesforce.com, Proposal Generation, Morningstar, Product Management, SharePoint, 529 Plans, ETFs, Investment Advisory, uit, Managed Money, IRAs, Fixed Income Portfolio..., Uniform Combined State..., Securities, Finance, Financial Services
Education
Webster University 2008 — 2011
Master in Business Administration
University of Missouri-Columbia 1998 — 2003
Bachelor of Arts
Wells Fargo Advisors October 2014 - Present
Skills
Microsoft Office, Insurance, Financial Analysis, Analysis, Management, Investments, Series 63, Customer Service, Leadership, Project Management, Mutual Funds, Marketing, Thompson One, Social Media, FINRA, Financial Advisory, Training, Relationship Management, Risk Management, Series 66, Thomson One, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Sales, Strategic Planning, Data Analysis, Team Building, Event Planning, Public Speaking, Series 7, Salesforce.com, Proposal Generation, Morningstar, Product Management, SharePoint, 529 Plans, ETFs, Investment Advisory, uit, Managed Money, IRAs, Fixed Income Portfolio..., Uniform Combined State..., Securities, Finance, Financial Services
Education
Webster University 2008 — 2011
Master in Business Administration
University of Missouri-Columbia 1998 — 2003
Bachelor of Arts
Nick Oswald Nick Oswald's Wells Fargo Advisors Experience July 2014 - Present
Job Service/Trading Representative at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors July 2014 - Present
Wells Fargo Advisors December 2013 - June 2014
Budget Chairman Rick Stream January 2013 - May 2013
Wells Fargo (Contractor through KForce) May 2012 - August 2012
Skills
Microsoft Excel, Data Analysis, Microsoft Office, PowerPoint, Teamwork, Leadership, Economics, Research, Financial Analysis, Team Leadership, Business Analysis, Analysis, Banking
Education
University of Missouri-Columbia 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Banking
Chaminade College Prepatory School 2005 — 2009
High School
Wells Fargo Advisors July 2014 - Present
Wells Fargo Advisors December 2013 - June 2014
Budget Chairman Rick Stream January 2013 - May 2013
Wells Fargo (Contractor through KForce) May 2012 - August 2012
Skills
Microsoft Excel, Data Analysis, Microsoft Office, PowerPoint, Teamwork, Leadership, Economics, Research, Financial Analysis, Team Leadership, Business Analysis, Analysis, Banking
Education
University of Missouri-Columbia 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Banking
Chaminade College Prepatory School 2005 — 2009
High School
Thomas Valenza Thomas Valenza's Wells Fargo Advisors Experience March 2015 - Present
Job Internal Business Development Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors March 2015 - Present
Wells Fargo Advisors November 2013 - February 2015
Skills
Investment Consulting, Investments, Business Development, Mutual Funds, Financial Planning, Financial Services, Financial Advisory, Investment Advisory
Education
University of Missouri-Columbia 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Personal Financial Planning
Wells Fargo Advisors March 2015 - Present
Wells Fargo Advisors November 2013 - February 2015
Skills
Investment Consulting, Investments, Business Development, Mutual Funds, Financial Planning, Financial Services, Financial Advisory, Investment Advisory
Education
University of Missouri-Columbia 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Personal Financial Planning
Matthew Kaelin's Wells Fargo Advisors Experience January 2015 - Present
Job Compliance Consultant at Wells Fargo Advisors
Industry Accounting
Experience
Wells Fargo Advisors January 2015 - Present
PwC January 2013 - January 2015
PwC January 2012 - March 2012
Skills
Investments, Financial Reporting, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Finance, US GAAP, Account Management, Marketing, Sarbanes-Oxley Act, Management, Auditing, Accounting, Internal Controls, Financial Accounting, Microsoft Word, Assurance
Education
University of Missouri-Columbia 2011 — 2012
Master's degree, Accounting
University of Missouri-Columbia 2008 — 2011
Bachelor of Science (B.S.), Accounting
University of Mississippi 2007 — 2008
Pre-Law Studies
Wells Fargo Advisors January 2015 - Present
PwC January 2013 - January 2015
PwC January 2012 - March 2012
Skills
Investments, Financial Reporting, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Finance, US GAAP, Account Management, Marketing, Sarbanes-Oxley Act, Management, Auditing, Accounting, Internal Controls, Financial Accounting, Microsoft Word, Assurance
Education
University of Missouri-Columbia 2011 — 2012
Master's degree, Accounting
University of Missouri-Columbia 2008 — 2011
Bachelor of Science (B.S.), Accounting
University of Mississippi 2007 — 2008
Pre-Law Studies
Sarah Ragon Sarah Ragon's Wells Fargo Advisors Experience October 2012 - December 2012
Job Programs Assistant at JCI (Junior Chamber International)
Industry Marketing and Advertising
Experience
JCI (Junior Chamber International) April 2013 - Present
Wells Fargo Advisors October 2012 - December 2012
Boonslick Pediatrics January 2007 - October 2012
Dr. Julio Cardoso Technical College May 2011 - July 2011
Skills
Customer Service, Spanish, Facebook, Social Media, PowerPoint, International Business, Microsoft Excel, Microsoft Word, Leadership, Nonprofits, Non-profit..., Cross-cultural...
Education
University of Missouri-Columbia 2008 — 2012
Bachelor of Business Administration (B.B.A.), International Business
JCI (Junior Chamber International) April 2013 - Present
Wells Fargo Advisors October 2012 - December 2012
Boonslick Pediatrics January 2007 - October 2012
Dr. Julio Cardoso Technical College May 2011 - July 2011
Skills
Customer Service, Spanish, Facebook, Social Media, PowerPoint, International Business, Microsoft Excel, Microsoft Word, Leadership, Nonprofits, Non-profit..., Cross-cultural...
Education
University of Missouri-Columbia 2008 — 2012
Bachelor of Business Administration (B.B.A.), International Business
Ben Hays Ben Hays's Wells Fargo Advisors Experience July 2012 - October 2012
Job Senior Staffing Consultant at Beacon Hill Staffing Group
Industry Financial Services
Experience
Beacon Hill Staffing Group August 2014 - Present
Robert Half October 2012 - August 2014
Wells Fargo Advisors July 2012 - October 2012
U.S. Cellular December 2007 - July 2012
Skills
Recruiting, Human Resources, Finance, Temporary Placement, Customer Retention, Sales, Sales Process, Customer Service, Forecasting, Time Management, Customer Satisfaction, Customer Experience, Financial Analysis, Retail, Payroll, Staffing Services, Interviews, Employee Relations, Sales Operations, Budgets, Marketing, Hiring, Temporary Staffing, Employee Benefits, Account Management, Talent Acquisition, Sourcing, Team Building, Credit, Accounting, Access, Training, Leadership, College Recruiting, Account Reconciliation, Applicant Tracking..., Building Relationships, Management, Employee Training, Onboarding, Vendor Management, Microsoft Excel, Microsoft Word, Outlook, IQ Navigator, Potatoes, Relationship Building
Education
University of Missouri-Saint Louis 2006 — 2011
Bachelor's Degree, Finance, General
Wentzville Holt High School 2002 — 2006
High School
Beacon Hill Staffing Group August 2014 - Present
Robert Half October 2012 - August 2014
Wells Fargo Advisors July 2012 - October 2012
U.S. Cellular December 2007 - July 2012
Skills
Recruiting, Human Resources, Finance, Temporary Placement, Customer Retention, Sales, Sales Process, Customer Service, Forecasting, Time Management, Customer Satisfaction, Customer Experience, Financial Analysis, Retail, Payroll, Staffing Services, Interviews, Employee Relations, Sales Operations, Budgets, Marketing, Hiring, Temporary Staffing, Employee Benefits, Account Management, Talent Acquisition, Sourcing, Team Building, Credit, Accounting, Access, Training, Leadership, College Recruiting, Account Reconciliation, Applicant Tracking..., Building Relationships, Management, Employee Training, Onboarding, Vendor Management, Microsoft Excel, Microsoft Word, Outlook, IQ Navigator, Potatoes, Relationship Building
Education
University of Missouri-Saint Louis 2006 — 2011
Bachelor's Degree, Finance, General
Wentzville Holt High School 2002 — 2006
High School
Elle Denise DeLoach Elle Denise DeLoach's Wells Fargo Advisors Experience November 2013 - February 2014
Job Talent Specialist at SSM Health
Industry Human Resources
Experience
SSM Health September 2015 - Present
MARQUE Magazine June 2014 - Present
BJC HealthCare October 2014 - September 2015
Edward Jones April 2014 - October 2014
Wells Fargo Advisors November 2013 - February 2014
Edward Jones August 2013 - October 2013
Nestlé Purina North America January 2013 - June 2013
Express Scripts June 2011 - January 2013
International Medical Corps May 2011 - June 2011
Sisters of Mercy Health System February 2011 - March 2011
Skills
University Relations, Talent Acquisition, Onboarding, Recruiting, Talent Management, Training, Leadership Development, College Recruiting, Organizational..., Interviews, Employee Relations, Applicant Tracking..., Coaching, Employee Engagement, Deferred Compensation, HRIS, Human Resources, Performance Management, Sourcing, Technical Recruiting, Workforce Planning
Education
University of Missouri-Saint Louis 2008 — 2010
Bachelor of Arts, Psychology
SSM Health September 2015 - Present
MARQUE Magazine June 2014 - Present
BJC HealthCare October 2014 - September 2015
Edward Jones April 2014 - October 2014
Wells Fargo Advisors November 2013 - February 2014
Edward Jones August 2013 - October 2013
Nestlé Purina North America January 2013 - June 2013
Express Scripts June 2011 - January 2013
International Medical Corps May 2011 - June 2011
Sisters of Mercy Health System February 2011 - March 2011
Skills
University Relations, Talent Acquisition, Onboarding, Recruiting, Talent Management, Training, Leadership Development, College Recruiting, Organizational..., Interviews, Employee Relations, Applicant Tracking..., Coaching, Employee Engagement, Deferred Compensation, HRIS, Human Resources, Performance Management, Sourcing, Technical Recruiting, Workforce Planning
Education
University of Missouri-Saint Louis 2008 — 2010
Bachelor of Arts, Psychology
Brett Hill's Wells Fargo Advisors Experience February 2013 - October 2013
Job Financial Controls Phantom Works Boeing Defense
Industry Defense & Space
Experience
Boeing June 2015 - Present
Boeing November 2013 - June 2015
Wells Fargo Advisors February 2013 - October 2013
Wells Fargo Advisors September 2012 - January 2013
Northwestern Mutual May 2011 - May 2012
Skills
Management, Finance, Business Planning, Analysis, Team Building, Accounting, Financial Risk, Time Management, Financial Services, Project Planning
Education
University of Missouri-Columbia, College of Business 2008 — 2011
BSBA, Finance and Banking
Boeing June 2015 - Present
Boeing November 2013 - June 2015
Wells Fargo Advisors February 2013 - October 2013
Wells Fargo Advisors September 2012 - January 2013
Northwestern Mutual May 2011 - May 2012
Skills
Management, Finance, Business Planning, Analysis, Team Building, Accounting, Financial Risk, Time Management, Financial Services, Project Planning
Education
University of Missouri-Columbia, College of Business 2008 — 2011
BSBA, Finance and Banking
Nicholas Troiani, CFA Nicholas Troiani, CFA's Wells Fargo Advisors Experience May 2010 - March 2012
Job Market Risk Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2012 - Present
Wells Fargo Advisors May 2010 - March 2012
Wells Fargo Advisors December 2008 - April 2010
Education
University of Missouri-Columbia 2009 — 2012
Bachelor of Science, Finance, General
Wells Fargo April 2012 - Present
Wells Fargo Advisors May 2010 - March 2012
Wells Fargo Advisors December 2008 - April 2010
Education
University of Missouri-Columbia 2009 — 2012
Bachelor of Science, Finance, General
Richard Childs Richard Childs's Wells Fargo Advisors Experience September 2014 - Present
Job Operational Risk Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors September 2014 - Present
Wells Fargo Advisors May 2013 - September 2014
Wells Fargo Advisors March 2012 - May 2013
Wells Fargo Securities April 2010 - March 2012
Wells Fargo Advisors September 2008 - April 2010
Skills
Business Continuity..., Operational Risk..., Access Control..., Financial Services, Fixed Income, Investments, Microsoft Office, Financial Analysis, Analysis, Finance, Risk Management, Banking, Consulting, LDRPS, Disaster Recovery
Education
Webster University
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Missouri-Columbia
Bachelor of Arts, Economics
Wells Fargo Advisors September 2014 - Present
Wells Fargo Advisors May 2013 - September 2014
Wells Fargo Advisors March 2012 - May 2013
Wells Fargo Securities April 2010 - March 2012
Wells Fargo Advisors September 2008 - April 2010
Skills
Business Continuity..., Operational Risk..., Access Control..., Financial Services, Fixed Income, Investments, Microsoft Office, Financial Analysis, Analysis, Finance, Risk Management, Banking, Consulting, LDRPS, Disaster Recovery
Education
Webster University
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Missouri-Columbia
Bachelor of Arts, Economics
Kurt Kuhn, CIMA Kurt Kuhn, CIMA's Wells Fargo Advisors Experience June 2014 - Present
Job Senior Investment Consultant | Private Wealth Management
Industry Investment Management
Experience
Wells Fargo Advisors June 2014 - Present
Skills
Portfolio Management, Wealth Management, Alternative Investments, Wealth Management..., Financial Advisory, Derivatives, Banking, Investments, Private Banking, Wealth, Asset Allocation, Equities, Fixed Income, FactSet, Bloomberg, Morningstar, Finance, Investment Management
Education
Washington University in St. Louis 2003 — 2005
MBA, International Business
University of Missouri-Columbia, College of Business 1994 — 1998
BSBA, Finance and Banking
Wells Fargo Advisors June 2014 - Present
Skills
Portfolio Management, Wealth Management, Alternative Investments, Wealth Management..., Financial Advisory, Derivatives, Banking, Investments, Private Banking, Wealth, Asset Allocation, Equities, Fixed Income, FactSet, Bloomberg, Morningstar, Finance, Investment Management
Education
Washington University in St. Louis 2003 — 2005
MBA, International Business
University of Missouri-Columbia, College of Business 1994 — 1998
BSBA, Finance and Banking
Scott Dreyer Scott Dreyer's Wells Fargo Advisors Experience March 2013 - September 2014
Job Administrative Coordinator at Switch
Industry Marketing and Advertising
Experience
Switch September 2014 - Present
Wells Fargo Advisors March 2013 - September 2014
Organization Resource Group January 2011 - December 2012
Phoenix Creative May 2012 - August 2012
Skills
Marketing Communications, Advertising, Social Media, Social Media Marketing, Marketing Strategy, Facebook, Customer Service, Integrated Marketing, Marketing, Leadership, Strategy, Digital Marketing, Strategic Communications, Social Networking, CRM, Marketing Research, Email Marketing, Brand Development, Copywriting, Management
Education
University of Missouri-Columbia 2008 — 2012
Bachelor of Science in Business Administration, Marketing, Cum Laude
University of Missouri-Columbia 2008 — 2012
Bachelor of Journalism, Strategic Communication, Cum Laude
Chaminade College Preparatory
Switch September 2014 - Present
Wells Fargo Advisors March 2013 - September 2014
Organization Resource Group January 2011 - December 2012
Phoenix Creative May 2012 - August 2012
Skills
Marketing Communications, Advertising, Social Media, Social Media Marketing, Marketing Strategy, Facebook, Customer Service, Integrated Marketing, Marketing, Leadership, Strategy, Digital Marketing, Strategic Communications, Social Networking, CRM, Marketing Research, Email Marketing, Brand Development, Copywriting, Management
Education
University of Missouri-Columbia 2008 — 2012
Bachelor of Science in Business Administration, Marketing, Cum Laude
University of Missouri-Columbia 2008 — 2012
Bachelor of Journalism, Strategic Communication, Cum Laude
Chaminade College Preparatory
Dave Grelle Dave Grelle's Wells Fargo Advisors Experience July 1992 - Present
Job IT Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors July 1992 - Present
McDonnell Douglas March 1985 - July 1992
City of St. Louis June 1982 - March 1985
Skills
Requirements Analysis, SDLC, Visio, SharePoint, Integration, Microsoft SQL Server, Analysis, Management, Process Improvement, Databases
Education
University of Missouri-Saint Louis 1977 — 1981
Bachelor of Science, Business Administration
Rosary High School 1973 — 1977
Wells Fargo Advisors July 1992 - Present
McDonnell Douglas March 1985 - July 1992
City of St. Louis June 1982 - March 1985
Skills
Requirements Analysis, SDLC, Visio, SharePoint, Integration, Microsoft SQL Server, Analysis, Management, Process Improvement, Databases
Education
University of Missouri-Saint Louis 1977 — 1981
Bachelor of Science, Business Administration
Rosary High School 1973 — 1977
Matt Ott's Wells Fargo Advisors Experience September 2008 - July 2010
Job Managing Director MassMutual Retirement Services
Industry Financial Services
Experience
MassMutual Retirement Services July 2010 - Present
Wells Fargo Advisors September 2008 - July 2010
First Bank June 2007 - September 2008
Ameriprise Financial August 2003 - March 2006
Skills
Series 63, Retirement Planning, Series 7, 401k, Asset Allocation, Financial Analysis, Investment Advisory, Investments, Mutual Funds, Retirement, Securities, Wealth Management, Series 6, Fixed Annuities, Financial Advisory
Education
University of Phoenix 2006 — 2008
MBA
University of Missouri-Columbia 1996 — 2000
B.S., Personal Finance
MassMutual Retirement Services July 2010 - Present
Wells Fargo Advisors September 2008 - July 2010
First Bank June 2007 - September 2008
Ameriprise Financial August 2003 - March 2006
Skills
Series 63, Retirement Planning, Series 7, 401k, Asset Allocation, Financial Analysis, Investment Advisory, Investments, Mutual Funds, Retirement, Securities, Wealth Management, Series 6, Fixed Annuities, Financial Advisory
Education
University of Phoenix 2006 — 2008
MBA
University of Missouri-Columbia 1996 — 2000
B.S., Personal Finance
Kristen Dixon Kristen Dixon's Wells Fargo Advisors Experience February 2010 - February 2012
Job Marketing Search Associate at MEC
Industry Market Research
Experience
MEC August 2014 - Present
Gateway EDI April 2012 - December 2013
Wells Fargo Advisors February 2010 - February 2012
St. Anthony's Medical Center May 2002 - January 2010
Music Outlet Inc. March 2000 - March 2004
Skills
Search Analysis, SEO, SEM, Analysis, Social Media Marketing, Google Adwords, Paid Search Campaigns, Microsoft Excel, Access, Bing Ads, DoubleClick, Facebook Marketing, Research, Microsoft Applications, Database Administration, Finance, Economics, Healthcare, Insurance Background, Administrative..., Medical, Training, Invoice Processing, Class Actions, Administrative Work, Medicine, Sizmek, Marin, Shift, Twitter, KPI Implementation, KPI Dashboards, MS Excel Pivot Tables, B2B Marketing, B2C Marketing, PPC Bid Management
Education
University of Missouri-Saint Louis 2002 — 2009
Bachelor of Science (B.Sc.), Economics (degree), Astrophysics (no degree)
University of Missouri-Rolla 2001 — 2002
Geological/Geophysical Engineering
MEC August 2014 - Present
Gateway EDI April 2012 - December 2013
Wells Fargo Advisors February 2010 - February 2012
St. Anthony's Medical Center May 2002 - January 2010
Music Outlet Inc. March 2000 - March 2004
Skills
Search Analysis, SEO, SEM, Analysis, Social Media Marketing, Google Adwords, Paid Search Campaigns, Microsoft Excel, Access, Bing Ads, DoubleClick, Facebook Marketing, Research, Microsoft Applications, Database Administration, Finance, Economics, Healthcare, Insurance Background, Administrative..., Medical, Training, Invoice Processing, Class Actions, Administrative Work, Medicine, Sizmek, Marin, Shift, Twitter, KPI Implementation, KPI Dashboards, MS Excel Pivot Tables, B2B Marketing, B2C Marketing, PPC Bid Management
Education
University of Missouri-Saint Louis 2002 — 2009
Bachelor of Science (B.Sc.), Economics (degree), Astrophysics (no degree)
University of Missouri-Rolla 2001 — 2002
Geological/Geophysical Engineering
Lauren Campbell, PMP® Lauren Campbell, PMP®'s Wells Fargo Advisors Experience January 2013 - Present
Job Project Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2013 - Present
Wells Fargo Advisors July 2008 - January 2013
KPMG LLP July 2006 - July 2008
Allen Tate Realtors February 2005 - June 2006
Skills
Project Management, Business Analysis, Financial Services, Auditing, Business Strategy, Business Process..., Policy, Risk Management, New Business Development, CRM, Banking, Strategy, Analysis
Education
University of Missouri-Columbia, College of Business 2000 — 2004
Bachelor of Science, Business Management
Wells Fargo Advisors January 2013 - Present
Wells Fargo Advisors July 2008 - January 2013
KPMG LLP July 2006 - July 2008
Allen Tate Realtors February 2005 - June 2006
Skills
Project Management, Business Analysis, Financial Services, Auditing, Business Strategy, Business Process..., Policy, Risk Management, New Business Development, CRM, Banking, Strategy, Analysis
Education
University of Missouri-Columbia, College of Business 2000 — 2004
Bachelor of Science, Business Management
Melissa Argo's Wells Fargo Advisors Experience March 2005 - Present
Job Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 2005 - Present
A.G. Edwards Trust Company FSB March 2000 - March 2005
A.G. Edwards & Sons, Inc. January 1998 - March 2000
A.G. Edwards & Sons, Inc. June 1992 - January 1998
Education
University of Missouri-Columbia 1993 — 1997
Bachelor of Arts, English
Wells Fargo Advisors March 2005 - Present
A.G. Edwards Trust Company FSB March 2000 - March 2005
A.G. Edwards & Sons, Inc. January 1998 - March 2000
A.G. Edwards & Sons, Inc. June 1992 - January 1998
Education
University of Missouri-Columbia 1993 — 1997
Bachelor of Arts, English
Mike Schepers Mike Schepers's Wells Fargo Advisors Experience May 2014 - Present
Job Consultant at Wells Fargo Advisors
Industry Investment Management
Experience
Wells Fargo Advisors May 2014 - Present
Stifel Nicolaus February 2011 - May 2014
Skills
Customer Service, ThomsonOne, Microsoft Excel, PowerPoint, Outlook, Call Centers, Dashboard, Data Analysis, Sports, Financial Analysis, Microsoft Office, Teamwork
Education
Lindenwood University 2013 — 2015
Master of Business Administration (MBA)
University of Missouri-Columbia 2005 — 2009
Bachelor of Science (B.S.), Personal Financial Management Services
Wells Fargo Advisors May 2014 - Present
Stifel Nicolaus February 2011 - May 2014
Skills
Customer Service, ThomsonOne, Microsoft Excel, PowerPoint, Outlook, Call Centers, Dashboard, Data Analysis, Sports, Financial Analysis, Microsoft Office, Teamwork
Education
Lindenwood University 2013 — 2015
Master of Business Administration (MBA)
University of Missouri-Columbia 2005 — 2009
Bachelor of Science (B.S.), Personal Financial Management Services
Stephanie Meadows Stephanie Meadows's Wells Fargo Advisors Experience August 2010 - March 2012
Job First Vice President, Manager Relationship Management
Industry Financial Services
Experience
Wells Fargo Advisors, LLC March 2012 - Present
Wells Fargo Advisors August 2010 - March 2012
Edward Jones August 2009 - August 2010
Edward Jones March 2007 - August 2009
Skills
Series 7, Training, Business Development, Sales, Entrepreneurship, Leadership, Strategy, New Business Development, Coaching, Financial Services, Financial Analysis, Recruiting, Risk Management, Banking, Financial Advisory, Relationship Management, Strategic Partnerships
Education
University of Missouri-Columbia 1998 — 2002
Bachelor, Business, Psychology, French
Mary Institute St. Louis Country Day School 1994 — 1998
Wells Fargo Advisors, LLC March 2012 - Present
Wells Fargo Advisors August 2010 - March 2012
Edward Jones August 2009 - August 2010
Edward Jones March 2007 - August 2009
Skills
Series 7, Training, Business Development, Sales, Entrepreneurship, Leadership, Strategy, New Business Development, Coaching, Financial Services, Financial Analysis, Recruiting, Risk Management, Banking, Financial Advisory, Relationship Management, Strategic Partnerships
Education
University of Missouri-Columbia 1998 — 2002
Bachelor, Business, Psychology, French
Mary Institute St. Louis Country Day School 1994 — 1998
Donna Krainert(Schoenhardt) Donna Krainert(Schoenhardt)'s Wells Fargo Advisors Experience March 2007 - Present
Job
Industry Information Technology and Services
Experience
Wells Fargo Advisors March 2007 - Present
A.G. Edwards April 2006 - March 2007
A.G. Edwards April 2004 - March 2006
A.G. Edwards March 2003 - March 2004
A.G. Edwards & Sons, Inc. March 1993 - January 1998
Skills
Testing, Change Management, Usability Testing, Leadership, Visio, Vendor Management, Requirements Analysis, Disaster Recovery, Business Analysis, Integration, Requirements Gathering, Project Management, User-centered Design, SharePoint, Analysis, SDLC, PMP, Business Intelligence, IT Strategy, Relationship Management, Management, Software Documentation, Enterprise Architecture, Information Technology, Software Development, DB2, SOA, User Interface, Agile Methodologies, SQL, Release Management, Program Management, ITIL, Systems Analysis, Data Warehousing, Data Center, Process Improvement, Project Portfolio..., MS Project, PMO
Education
University of Missouri-Saint Louis 1980 — 1985
B.S.
Wells Fargo Advisors March 2007 - Present
A.G. Edwards April 2006 - March 2007
A.G. Edwards April 2004 - March 2006
A.G. Edwards March 2003 - March 2004
A.G. Edwards & Sons, Inc. March 1993 - January 1998
Skills
Testing, Change Management, Usability Testing, Leadership, Visio, Vendor Management, Requirements Analysis, Disaster Recovery, Business Analysis, Integration, Requirements Gathering, Project Management, User-centered Design, SharePoint, Analysis, SDLC, PMP, Business Intelligence, IT Strategy, Relationship Management, Management, Software Documentation, Enterprise Architecture, Information Technology, Software Development, DB2, SOA, User Interface, Agile Methodologies, SQL, Release Management, Program Management, ITIL, Systems Analysis, Data Warehousing, Data Center, Process Improvement, Project Portfolio..., MS Project, PMO
Education
University of Missouri-Saint Louis 1980 — 1985
B.S.
Joann Jolly Joann Jolly's Wells Fargo Advisors Experience August 2009 - August 2011
Job Independent Contractor, AML Professional at Self employed
Industry Financial Services
Experience
Self employed September 2013 - Present
EverBank February 2012 - August 2013
Wells Fargo Advisors August 2009 - August 2011
Patrick Capital formerly Saxony Securities August 2008 - March 2009
A.G. Edwards 2005 - 2008
Commerce Bank May 2004 - July 2005
Scottrade 2005 - 2005
First Financial Planners 1999 - 2004
Skills
Risk Management, Securities, Series 7, Financial Services, Investments, Financial Modeling, AML / BSA, Editorial / Writer, Communications, Internal Controls, Project Management, Portfolio Management, Bank Secrecy Act, Banking, Financial Risk, Asset Management, Mutual Funds, Capital Markets, AML, Credit Risk, Equities, Wealth Management, Anti Money Laundering
Education
University of Missouri-Saint Louis
Self employed September 2013 - Present
EverBank February 2012 - August 2013
Wells Fargo Advisors August 2009 - August 2011
Patrick Capital formerly Saxony Securities August 2008 - March 2009
A.G. Edwards 2005 - 2008
Commerce Bank May 2004 - July 2005
Scottrade 2005 - 2005
First Financial Planners 1999 - 2004
Skills
Risk Management, Securities, Series 7, Financial Services, Investments, Financial Modeling, AML / BSA, Editorial / Writer, Communications, Internal Controls, Project Management, Portfolio Management, Bank Secrecy Act, Banking, Financial Risk, Asset Management, Mutual Funds, Capital Markets, AML, Credit Risk, Equities, Wealth Management, Anti Money Laundering
Education
University of Missouri-Saint Louis
Jonathan Sidarous Jonathan Sidarous's Wells Fargo Advisors Experience May 2011 - Present
Job First Vice President (FVP), UserCentered Design Manager at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors May 2011 - Present
Wells Fargo Advisors, LLC November 2008 - May 2011
Perficient, Inc. August 2005 - October 2008
World Usability Day St. Louis June 2006 - November 2006
Lexmark International January 2005 - August 2005
University of Missouri-Rolla January 2003 - December 2004
Skills
Contextual Inquiry, Heuristic Evaluation, Information Architecture, Card Sorting, Requirements Gathering, Task Analysis, Competitive Analysis, Reviews, Usability Testing, User-centered Design, User Research, Interaction Design, Wireframes, CRM, Experience Design, User Experience Design, Business Analysis, Management, Usability, User Experience
Education
University of Missouri-Rolla 1999 — 2004
BS & MS, Psychology, Computer Science, Human Computer Interaction, Economics, IT
Shawnee Mission West High School 1996 — 1999
High School Diploma
Wells Fargo Advisors May 2011 - Present
Wells Fargo Advisors, LLC November 2008 - May 2011
Perficient, Inc. August 2005 - October 2008
World Usability Day St. Louis June 2006 - November 2006
Lexmark International January 2005 - August 2005
University of Missouri-Rolla January 2003 - December 2004
Skills
Contextual Inquiry, Heuristic Evaluation, Information Architecture, Card Sorting, Requirements Gathering, Task Analysis, Competitive Analysis, Reviews, Usability Testing, User-centered Design, User Research, Interaction Design, Wireframes, CRM, Experience Design, User Experience Design, Business Analysis, Management, Usability, User Experience
Education
University of Missouri-Rolla 1999 — 2004
BS & MS, Psychology, Computer Science, Human Computer Interaction, Economics, IT
Shawnee Mission West High School 1996 — 1999
High School Diploma
Peter Thakadiyil's Wells Fargo Advisors Experience September 2013 - Present
Job Financial Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors September 2013 - Present
American Water April 2008 - August 2013
American Water July 2005 - April 2008
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Cross-functional Team..., Pricing, Project Management, Finance, Process Improvement, Risk Management, Business Planning, Management, Analysis, Leadership, Business Development, Financial Reporting, Sarbanes-Oxley Act, Budgets
Education
University of Missouri-Columbia, College of Business 2001 — 2005
Bachelor of Science Business Administration, Finance
Wells Fargo Advisors September 2013 - Present
American Water April 2008 - August 2013
American Water July 2005 - April 2008
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Cross-functional Team..., Pricing, Project Management, Finance, Process Improvement, Risk Management, Business Planning, Management, Analysis, Leadership, Business Development, Financial Reporting, Sarbanes-Oxley Act, Budgets
Education
University of Missouri-Columbia, College of Business 2001 — 2005
Bachelor of Science Business Administration, Finance
Terri Hurst Terri Hurst's Wells Fargo Advisors Experience July 1996 - November 2014
Job Business Systems Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo November 2014 - Present
Wells Fargo Advisors July 1996 - November 2014
A.G. Edwards & Sons, Inc. July 1996 - February 2008
U.S Army Reserves August 1989 - February 2000
Skills
Visio, SDLC, SharePoint, Business Analysis, Vendor Management, Disaster Recovery, Project Management, Change Management, Enterprise Architecture, Active Directory, Software Documentation, Cloud Computing, Data Center, ITIL, Integration, MS Project, Process Improvement, Requirements Analysis, Requirements Gathering, Risk Management, Security, Testing, Program Management, Troubleshooting
Education
University of Missouri-Columbia 1987 — 1991
Bachelor of Arts, English with Minor in Military Science
Wells Fargo November 2014 - Present
Wells Fargo Advisors July 1996 - November 2014
A.G. Edwards & Sons, Inc. July 1996 - February 2008
U.S Army Reserves August 1989 - February 2000
Skills
Visio, SDLC, SharePoint, Business Analysis, Vendor Management, Disaster Recovery, Project Management, Change Management, Enterprise Architecture, Active Directory, Software Documentation, Cloud Computing, Data Center, ITIL, Integration, MS Project, Process Improvement, Requirements Analysis, Requirements Gathering, Risk Management, Security, Testing, Program Management, Troubleshooting
Education
University of Missouri-Columbia 1987 — 1991
Bachelor of Arts, English with Minor in Military Science
Mark P. Talbott, CFP® Mark P. Talbott, CFP®'s Wells Fargo Advisors Experience July 2010 - Present
Job Financial Advisor at The Bickel McAtee Gladney & Talbott Wealth Management Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
The Bickel McAtee Gladney & Talbott Wealth Management Group of Wells Fargo Advisors, LLC July 2015 - Present
Wells Fargo Advisors July 2010 - Present
Lockton Companies March 2008 - July 2010
o2 ideas, Inc. April 2005 - March 2008
Bruno Event Team January 2003 - April 2005
American Junior Golf Association 2002 - 2002
PGA TOUR April 2001 - September 2001
Education
University of Missouri-Columbia, College of Business
The Bickel McAtee Gladney & Talbott Wealth Management Group of Wells Fargo Advisors, LLC July 2015 - Present
Wells Fargo Advisors July 2010 - Present
Lockton Companies March 2008 - July 2010
o2 ideas, Inc. April 2005 - March 2008
Bruno Event Team January 2003 - April 2005
American Junior Golf Association 2002 - 2002
PGA TOUR April 2001 - September 2001
Education
University of Missouri-Columbia, College of Business
Brian I. Pultman, CFP®'s Wells Fargo Advisors Experience 2007 - Present
Job Managing DirectorInvestment Officer Pultman Wealth Management Group of Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors 2007 - Present
A.G. Edwards & Sons, Inc. 1993 - 2007
Skills
Investments, Retirement Planning, Financial Advisory, Asset Allocation, Investment Strategies, Strategic Planning, Financial Services, Retirement, Retirement Savings, Mutual Funds, 401k, Fixed Annuities, Insurance, Financial Reporting, Risk Management, Wealth, Alternative Investments, Bonds, Equities, Life Insurance, Pensions, Relationship Management, Securities, Retirement Plan..., Fixed Income, Estate Investment..., Executive Management, Investment Products, Fee Base
Education
University of Missouri-Columbia, College of Business 1979 — 1983
BSBA, Marketing & Finance
Ladue HIgh School 1976 — 1979
Old Bonhomme Elementary
Wells Fargo Advisors 2007 - Present
A.G. Edwards & Sons, Inc. 1993 - 2007
Skills
Investments, Retirement Planning, Financial Advisory, Asset Allocation, Investment Strategies, Strategic Planning, Financial Services, Retirement, Retirement Savings, Mutual Funds, 401k, Fixed Annuities, Insurance, Financial Reporting, Risk Management, Wealth, Alternative Investments, Bonds, Equities, Life Insurance, Pensions, Relationship Management, Securities, Retirement Plan..., Fixed Income, Estate Investment..., Executive Management, Investment Products, Fee Base
Education
University of Missouri-Columbia, College of Business 1979 — 1983
BSBA, Marketing & Finance
Ladue HIgh School 1976 — 1979
Old Bonhomme Elementary
Andy Bohl's Wells Fargo Advisors Experience February 2007 - May 2009
Job Product Manager at MMC 20/20
Industry Hospital & Health Care
Experience
MMC 20/20 May 2009 - Present
Wells Fargo Advisors February 2007 - May 2009
Verizon Business October 2003 - February 2007
Skills
Business Process..., Process Improvement, Business Process, Integration, Management
Education
University of Missouri-Columbia, College of Business 1999 — 2003
B.S., Finance & Banking
MMC 20/20 May 2009 - Present
Wells Fargo Advisors February 2007 - May 2009
Verizon Business October 2003 - February 2007
Skills
Business Process..., Process Improvement, Business Process, Integration, Management
Education
University of Missouri-Columbia, College of Business 1999 — 2003
B.S., Finance & Banking
Gale Tsai's Wells Fargo Advisors Experience March 2014 - Present
Job Business Systems Consultant at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors March 2014 - Present
Unisys April 2011 - March 2014
Wells Fargo Advisors, LLC December 2009 - April 2011
Nestle Purina December 2008 - December 2009
Maritz February 2008 - November 2008
Federal Agency March 2004 - February 2008
State of MO April 2003 - March 2004
Self-employed March 2002 - March 2003
A.G. Edwards May 2000 - February 2002
Western Pacific Technologies September 1999 - May 2000
Skills
Requirements Analysis, Software Documentation, Microsoft SQL Server, Business Analysis, SDLC, Business Intelligence, Systems Analysis, Java, J2EE Application..., JSP, Struts, MyEclipse, JBoss Developer Studio, JBoss EAP, JBoss Application Server, Websphere, DB2, MKS Integrity, ClearCase, ASP.NET, C#, SOA, Agile Methodologies, Project Management, SharePoint, SQL, Visio, XML, Vendor Management
Education
University of Missouri-Saint Louis 1998 — 2000
Bachelor, Management Information Systems
Wells Fargo Advisors March 2014 - Present
Unisys April 2011 - March 2014
Wells Fargo Advisors, LLC December 2009 - April 2011
Nestle Purina December 2008 - December 2009
Maritz February 2008 - November 2008
Federal Agency March 2004 - February 2008
State of MO April 2003 - March 2004
Self-employed March 2002 - March 2003
A.G. Edwards May 2000 - February 2002
Western Pacific Technologies September 1999 - May 2000
Skills
Requirements Analysis, Software Documentation, Microsoft SQL Server, Business Analysis, SDLC, Business Intelligence, Systems Analysis, Java, J2EE Application..., JSP, Struts, MyEclipse, JBoss Developer Studio, JBoss EAP, JBoss Application Server, Websphere, DB2, MKS Integrity, ClearCase, ASP.NET, C#, SOA, Agile Methodologies, Project Management, SharePoint, SQL, Visio, XML, Vendor Management
Education
University of Missouri-Saint Louis 1998 — 2000
Bachelor, Management Information Systems
Mike Liesman's Wells Fargo Advisors Experience March 2012 - Present
Job Vice President Business Initiatives Project Manager, Corporate Market and Institutional Risk at Wells Fargo
Industry Financial Services
Experience
Wells Fargo May 2014 - Present
Wells Fargo Advisors March 2012 - Present
Wells Fargo Advisors June 1995 - March 2012
A.G. Edwards 1995 - 2007
Bunge North America October 1990 - May 1995
Accenture January 1989 - September 1990
Skills
SDLC, Business Analysis, Vendor Management, Requirements Analysis, Process Improvement, Project Management, Software Project..., Risk Management, Program Management, Requirements Gathering, Business Process..., Visio, Waterfall, PMP, Integration, Change Management, IT Strategy, Agile Methodologies, Project Delivery, MS Project
Education
University of Missouri-Columbia 1983 — 1988
BS EE, Electrical Engineering
University of Missouri-Rolla 1983 — 1985
Wells Fargo May 2014 - Present
Wells Fargo Advisors March 2012 - Present
Wells Fargo Advisors June 1995 - March 2012
A.G. Edwards 1995 - 2007
Bunge North America October 1990 - May 1995
Accenture January 1989 - September 1990
Skills
SDLC, Business Analysis, Vendor Management, Requirements Analysis, Process Improvement, Project Management, Software Project..., Risk Management, Program Management, Requirements Gathering, Business Process..., Visio, Waterfall, PMP, Integration, Change Management, IT Strategy, Agile Methodologies, Project Delivery, MS Project
Education
University of Missouri-Columbia 1983 — 1988
BS EE, Electrical Engineering
University of Missouri-Rolla 1983 — 1985
Bob Schweizer's Wells Fargo Advisors Experience 2009 - 2011
Job Project Manager at Maritz
Industry Information Technology and Services
Experience
Maritz September 2015 - Present
Monsanto Company January 2015 - August 2015
Express Scripts 2011 - 2011
Wells Fargo Advisors 2009 - 2011
Wachovia 2007 - 2009
AG Edwards & Son's (Brokerage) 1991 - 2007
Skills
SDLC, Business Analysis, Requirements Analysis, Vendor Management, Visio, Process Improvement, Requirements Gathering, Integration, SharePoint, Program Management
Education
University of Missouri-Saint Louis 1988 — 1991
BSBA, Management Information Systems
Maritz September 2015 - Present
Monsanto Company January 2015 - August 2015
Express Scripts 2011 - 2011
Wells Fargo Advisors 2009 - 2011
Wachovia 2007 - 2009
AG Edwards & Son's (Brokerage) 1991 - 2007
Skills
SDLC, Business Analysis, Requirements Analysis, Vendor Management, Visio, Process Improvement, Requirements Gathering, Integration, SharePoint, Program Management
Education
University of Missouri-Saint Louis 1988 — 1991
BSBA, Management Information Systems
Michael Poepsel's Wells Fargo Advisors Experience June 2012 - Present
Job Compliance at Wells Fargo Advisors
Industry Accounting
Experience
Wells Fargo Advisors June 2012 - Present
Magellan Health Services May 2008 - May 2010
KPMG January 2006 - May 2008
Skills
Sarbanes-Oxley Act, Internal Controls, Auditing, Internal Audit
Education
University of Missouri-Columbia, College of Business 2002 — 2005
Master's degree, Accounting
Wells Fargo Advisors June 2012 - Present
Magellan Health Services May 2008 - May 2010
KPMG January 2006 - May 2008
Skills
Sarbanes-Oxley Act, Internal Controls, Auditing, Internal Audit
Education
University of Missouri-Columbia, College of Business 2002 — 2005
Master's degree, Accounting
Sherri Holtgrieve's Wells Fargo Advisors Experience January 2009 - Present
Job Human Resources Consultant
Industry Financial Services
Experience
Wells Fargo Advisors January 2009 - Present
Wachovia Securities January 2008 - January 2009
A.G. Edwards & Sons, Inc. November 1993 - October 2007
Education
University of Missouri-Columbia, College of Business 1979 — 1983
Bachelor of Science, Administrative Management
Wells Fargo Advisors January 2009 - Present
Wachovia Securities January 2008 - January 2009
A.G. Edwards & Sons, Inc. November 1993 - October 2007
Education
University of Missouri-Columbia, College of Business 1979 — 1983
Bachelor of Science, Administrative Management
Jana Deutch's Wells Fargo Advisors Experience November 2009 - January 2011
Job Data Analyst at Mercy
Industry Hospital & Health Care
Experience
Sisters of Mercy Health System January 2011 - Present
Wells Fargo Advisors November 2009 - January 2011
AnheuserBusch InBev 2004 - December 2009
Ferguson Consulting, Inc. December 1997 - December 2009
Deutsche Financial Services Company 1997 - 1998
Daugherty Business Solutions March 1997 - December 1997
Union Pacific Technologies January 1990 - March 1997
Monsanto 1997 - 1997
McDonnell Douglas Corporation January 1984 - September 1990
Skills
Data Warehousing, Teradata, ETL, Business Objects, Business Intelligence, Data Modeling, SDLC, Data Analysis, Business Analysis, Informatica, SQL, SSIS, Visio, SSRS, Data Integration, Databases, Program Management, Oracle, Requirements Analysis
Education
University of Missouri-Saint Louis 1983 — 1986
BS, MIS
Sisters of Mercy Health System January 2011 - Present
Wells Fargo Advisors November 2009 - January 2011
AnheuserBusch InBev 2004 - December 2009
Ferguson Consulting, Inc. December 1997 - December 2009
Deutsche Financial Services Company 1997 - 1998
Daugherty Business Solutions March 1997 - December 1997
Union Pacific Technologies January 1990 - March 1997
Monsanto 1997 - 1997
McDonnell Douglas Corporation January 1984 - September 1990
Skills
Data Warehousing, Teradata, ETL, Business Objects, Business Intelligence, Data Modeling, SDLC, Data Analysis, Business Analysis, Informatica, SQL, SSIS, Visio, SSRS, Data Integration, Databases, Program Management, Oracle, Requirements Analysis
Education
University of Missouri-Saint Louis 1983 — 1986
BS, MIS
Jeff Eisaman's Wells Fargo Advisors Experience October 2000 - Present
Job Business Systems Consultant Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors October 2000 - Present
Skills
Requirements Gathering, Business Analysis, Business Requirements, Requirements Analysis, Visio, Financial Services, SharePoint, Data Warehousing, Portfolio Management, SDLC, Electronics Testing, System Testing, Application Testing, Project Management, Product Management, IT Support, IT Analyst
Education
University of Missouri-Saint Louis
MBA Graduate Certificate, Business Administration and Management, General
DeVry Institute of Technology
Bachelor of Science (BS), Electrical and Electronics Engineering
North Central Technical College
Associate's degree, Data Processing
Wells Fargo Advisors October 2000 - Present
Skills
Requirements Gathering, Business Analysis, Business Requirements, Requirements Analysis, Visio, Financial Services, SharePoint, Data Warehousing, Portfolio Management, SDLC, Electronics Testing, System Testing, Application Testing, Project Management, Product Management, IT Support, IT Analyst
Education
University of Missouri-Saint Louis
MBA Graduate Certificate, Business Administration and Management, General
DeVry Institute of Technology
Bachelor of Science (BS), Electrical and Electronics Engineering
North Central Technical College
Associate's degree, Data Processing
Dave Scheibel's Wells Fargo Advisors Experience 2008 - Present
Job Vice President at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors 2008 - Present
Wachovia Securities, LLC March 1990 - Present
Skills
Series 7, Access, Securities, Requirements Analysis, SDLC, Business Analysis, Vendor Management, Visio, Requirements Gathering, Portfolio Management, SharePoint, Risk Management, Financial Services, PMO, Data Warehousing, Business Requirements, Systems Analysis, Business Process..., Project Portfolio..., Enterprise Architecture, Process Improvement
Education
University of Missouri-Saint Louis
Wells Fargo Advisors 2008 - Present
Wachovia Securities, LLC March 1990 - Present
Skills
Series 7, Access, Securities, Requirements Analysis, SDLC, Business Analysis, Vendor Management, Visio, Requirements Gathering, Portfolio Management, SharePoint, Risk Management, Financial Services, PMO, Data Warehousing, Business Requirements, Systems Analysis, Business Process..., Project Portfolio..., Enterprise Architecture, Process Improvement
Education
University of Missouri-Saint Louis
Jeff Kilgore's Wells Fargo Advisors Experience October 2013 - Present
Job App Engineer
Industry Financial Services
Experience
Wells Fargo Advisors October 2013 - Present
Wells Fargo Advisors March 2009 - September 2013
Wachovia Securities March 2008 - March 2009
A.G. Edwards March 2007 - March 2008
Boeing November 2006 - February 2007
United States Postal Service March 2006 - August 2006
A.G. Edwards December 1998 - July 2006
USAF July 1992 - December 1996
Skills
Java, Primefaces, Hibernate, Spring, HP Performance Center, LoadRunner, Eclipse, JSF
Education
University of Missouri-Saint Louis 1997 — 2000
BS, Computer Science
Wells Fargo Advisors October 2013 - Present
Wells Fargo Advisors March 2009 - September 2013
Wachovia Securities March 2008 - March 2009
A.G. Edwards March 2007 - March 2008
Boeing November 2006 - February 2007
United States Postal Service March 2006 - August 2006
A.G. Edwards December 1998 - July 2006
USAF July 1992 - December 1996
Skills
Java, Primefaces, Hibernate, Spring, HP Performance Center, LoadRunner, Eclipse, JSF
Education
University of Missouri-Saint Louis 1997 — 2000
BS, Computer Science
Chris Brusatti's Wells Fargo Advisors Experience September 2015 - Present
Job Vice President Business Systems Consultant
Industry Financial Services
Experience
Wells Fargo Advisors September 2015 - Present
Wells Fargo Advisors September 2011 - August 2015
Wells Fargo Advisors January 2008 - September 2011
A.G. Edwards & Sons, Inc. March 2001 - January 2008
A. G. Edwards Trust Company 2001 - 2008
A.G. Edwards & Sons, Inc. June 1999 - March 2001
A.G. Edwards & Sons, Inc. September 1994 - June 1999
Skills
Business Analysis, Documentation, Problem Solving, Planning
Education
University of Missouri-Saint Louis 1988 — 1993
BS, Business Administration, Managment Information Systems
Wells Fargo Advisors September 2015 - Present
Wells Fargo Advisors September 2011 - August 2015
Wells Fargo Advisors January 2008 - September 2011
A.G. Edwards & Sons, Inc. March 2001 - January 2008
A. G. Edwards Trust Company 2001 - 2008
A.G. Edwards & Sons, Inc. June 1999 - March 2001
A.G. Edwards & Sons, Inc. September 1994 - June 1999
Skills
Business Analysis, Documentation, Problem Solving, Planning
Education
University of Missouri-Saint Louis 1988 — 1993
BS, Business Administration, Managment Information Systems
Andrew Branch's Wells Fargo Advisors Experience February 2007 - Present
Job Business Systems Consultant at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors February 2007 - Present
Fiserv 2009 - 2010
Wells Fargo Advisors, LLC 2008 - 2010
Skills
Systems Analysis, Business Analysis, DB2, Data Analysis, SQL Server, Visual C#, Perl, Trading Systems, Managed Accounts, Financial Modeling, .NET, Object Oriented Design
Education
University of Missouri-Saint Louis 2002 — 2005
Bachelor of Science (BS), Management Information Systems, General
Wells Fargo Advisors February 2007 - Present
Fiserv 2009 - 2010
Wells Fargo Advisors, LLC 2008 - 2010
Skills
Systems Analysis, Business Analysis, DB2, Data Analysis, SQL Server, Visual C#, Perl, Trading Systems, Managed Accounts, Financial Modeling, .NET, Object Oriented Design
Education
University of Missouri-Saint Louis 2002 — 2005
Bachelor of Science (BS), Management Information Systems, General
Stephen Bardon, CPA's Wells Fargo Advisors Experience June 2008 - December 2013
Job Senior Audit Manager at Wells Fargo Bank, NA
Industry Financial Services
Experience
Wells Fargo Bank, N.A. January 2015 - Present
Wells Fargo Bank, NA December 2013 - January 2015
Wells Fargo Advisors June 2008 - December 2013
A.G. Edwards Trust Company FSB June 2006 - December 2007
A.G. Edwards October 2004 - June 2006
A.G. Edwards & Sons, Inc. November 1998 - October 2004
Ernst & Young LLP February 1997 - November 1998
Boatmen's Bancshares, Inc. December 1984 - February 1997
Skills
Accounting, Sarbanes-Oxley, Risk Assessment, Risk Management, Finance, Internal Controls, Budgets, Budget Forecasts, Compliance, Project Management, Internal Audit, External Audit, Leadership, Program Management, Financial Analysis, Strategic Financial..., Sarbanes-Oxley Act, Executive Management, Financial Services, Financial Risk, Mergers & Acquisitions, Financial Planning
Education
University of Missouri-Saint Louis 1974 — 1978
Bachelor of Science Business Administration, Accounting
Wells Fargo Bank, N.A. January 2015 - Present
Wells Fargo Bank, NA December 2013 - January 2015
Wells Fargo Advisors June 2008 - December 2013
A.G. Edwards Trust Company FSB June 2006 - December 2007
A.G. Edwards October 2004 - June 2006
A.G. Edwards & Sons, Inc. November 1998 - October 2004
Ernst & Young LLP February 1997 - November 1998
Boatmen's Bancshares, Inc. December 1984 - February 1997
Skills
Accounting, Sarbanes-Oxley, Risk Assessment, Risk Management, Finance, Internal Controls, Budgets, Budget Forecasts, Compliance, Project Management, Internal Audit, External Audit, Leadership, Program Management, Financial Analysis, Strategic Financial..., Sarbanes-Oxley Act, Executive Management, Financial Services, Financial Risk, Mergers & Acquisitions, Financial Planning
Education
University of Missouri-Saint Louis 1974 — 1978
Bachelor of Science Business Administration, Accounting
Samantha Jorden's Wells Fargo Advisors Experience May 2015 - Present
Job Analytic Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors May 2015 - Present
Wells Fargo Advisors April 2011 - Present
Wells Fargo Advisors June 2008 - April 2011
Skills
Creative Writing, Proofreading, Copy Editing, Data Analysis, Policy and Procedure..., Data Manipulation
Education
University of Missouri-Columbia 2003 — 2007
Wells Fargo Advisors May 2015 - Present
Wells Fargo Advisors April 2011 - Present
Wells Fargo Advisors June 2008 - April 2011
Skills
Creative Writing, Proofreading, Copy Editing, Data Analysis, Policy and Procedure..., Data Manipulation
Education
University of Missouri-Columbia 2003 — 2007
Colleen Mueller's Wells Fargo Advisors Experience October 2008 - Present
Job Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors October 2008 - Present
Heartland Wholesale Funding (formerly Creve Cor Mortgage) July 2006 - December 2007
Creve Cor Mortgage January 2005 - July 2006
A.G. Edwards & Sons, Inc. 2000 - 2005
Education
University of Missouri-Saint Louis 1996 — 2000
BS, Business
Rockwood summit 1993 — 1996
Our Lady of Sorrows
Wells Fargo Advisors October 2008 - Present
Heartland Wholesale Funding (formerly Creve Cor Mortgage) July 2006 - December 2007
Creve Cor Mortgage January 2005 - July 2006
A.G. Edwards & Sons, Inc. 2000 - 2005
Education
University of Missouri-Saint Louis 1996 — 2000
BS, Business
Rockwood summit 1993 — 1996
Our Lady of Sorrows
John Kondrick's Wells Fargo Advisors Experience October 2013 - Present
Job Applications Systems Engineer 5 at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors October 2013 - Present
Wells Fargo Advisors September 2012 - January 2014
Pronto Progress November 2011 - April 2012
Wells Fargo Advisors June 2010 - October 2011
MasterCard Worldwide August 2008 - July 2009
Edward Jones November 2007 - May 2008
Express Scripts 2006 - 2007
A.G. Edwards & Sons, Inc. February 1989 - May 2005
Skills
COBOL, JCL, DB2, Databases, CICS, Mainframe, TSO, IBM Mainframe, Testing, z/OS, Program Management, ERP, SQL, SDLC, Visio, Microsoft SQL Server, Business Analysis, Systems Analysis, Requirements Gathering, Microsoft Access, Data Migration, Software Documentation
Education
University of Missouri-Saint Louis 1979 — 1986
BSBA, Management Information Systems, General
Wells Fargo Advisors October 2013 - Present
Wells Fargo Advisors September 2012 - January 2014
Pronto Progress November 2011 - April 2012
Wells Fargo Advisors June 2010 - October 2011
MasterCard Worldwide August 2008 - July 2009
Edward Jones November 2007 - May 2008
Express Scripts 2006 - 2007
A.G. Edwards & Sons, Inc. February 1989 - May 2005
Skills
COBOL, JCL, DB2, Databases, CICS, Mainframe, TSO, IBM Mainframe, Testing, z/OS, Program Management, ERP, SQL, SDLC, Visio, Microsoft SQL Server, Business Analysis, Systems Analysis, Requirements Gathering, Microsoft Access, Data Migration, Software Documentation
Education
University of Missouri-Saint Louis 1979 — 1986
BSBA, Management Information Systems, General
Adam Parli'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
Senior Health Solutions June 2013 - December 2013
Dillards July 2012 - June 2013
Commercial Flooring, Inc September 2008 - September 2011
Skills
PowerPoint, Customer Service, Sales, Marketing, Microsoft Excel, Microsoft Office, Social Media, Retail, Social Media Marketing, Team Building, Social Networking, Marketing Strategy, Customer Satisfaction, Advertising
Education
University of Missouri-Saint Louis 2006 — 2008
Business Administration, Marketing
Wells Fargo Advisors June 2014 - Present
Senior Health Solutions June 2013 - December 2013
Dillards July 2012 - June 2013
Commercial Flooring, Inc September 2008 - September 2011
Skills
PowerPoint, Customer Service, Sales, Marketing, Microsoft Excel, Microsoft Office, Social Media, Retail, Social Media Marketing, Team Building, Social Networking, Marketing Strategy, Customer Satisfaction, Advertising
Education
University of Missouri-Saint Louis 2006 — 2008
Business Administration, Marketing
Jason Kloeppel's Wells Fargo Advisors Experience April 2013 - Present
Job Marketing Database Consultant at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo Advisors April 2013 - Present
Citimortgage September 2000 - April 2013
Skills
VB.NET, VBA, SAS, Data Analysis, PL/SQL
Education
University of Missouri-Saint Louis 1998 — 2003
Bachelor of Applied Science (B.A.Sc.), Management Information Systems, General
Wells Fargo Advisors April 2013 - Present
Citimortgage September 2000 - April 2013
Skills
VB.NET, VBA, SAS, Data Analysis, PL/SQL
Education
University of Missouri-Saint Louis 1998 — 2003
Bachelor of Applied Science (B.A.Sc.), Management Information Systems, General
Esthur Dao's Wells Fargo Advisors Experience August 2010 - May 2013
Job International Sales and Marketing
Industry Leisure, Travel & Tourism
Experience
Vail Resorts July 2013 - Present
Wells Fargo Advisors August 2010 - May 2013
Fifth Third Bank September 2008 - July 2010
Kumon North America July 2001 - July 2008
Tony-Davis Management August 2005 - May 2007
Skills
Event Planning, Training, Microsoft Office, Analysis, Customer Service, Salesforce.com, Microsoft Excel, Time Management, Data Analysis, Research, Strategic Planning, Market Research, Adobe Analytics, Recruiting, Human Resources, Financial Analysis, SuccessFactors, Business Development, Microsoft Word, Business Strategy, Marketing Communications, Marketing, PeopleSoft
Education
University of Missouri-Saint Louis 2005 — 2007
Bachelor's Degree, International Business/Management
Vail Resorts July 2013 - Present
Wells Fargo Advisors August 2010 - May 2013
Fifth Third Bank September 2008 - July 2010
Kumon North America July 2001 - July 2008
Tony-Davis Management August 2005 - May 2007
Skills
Event Planning, Training, Microsoft Office, Analysis, Customer Service, Salesforce.com, Microsoft Excel, Time Management, Data Analysis, Research, Strategic Planning, Market Research, Adobe Analytics, Recruiting, Human Resources, Financial Analysis, SuccessFactors, Business Development, Microsoft Word, Business Strategy, Marketing Communications, Marketing, PeopleSoft
Education
University of Missouri-Saint Louis 2005 — 2007
Bachelor's Degree, International Business/Management
Albert Koesterer's Wells Fargo Advisors Experience October 2014 - Present
Job Wells Fargo AdvisorsAdvisor 1 HeadquartersSt. Louis, MO
Industry Financial Services
Experience
Wells Fargo Advisors October 2014 - Present
Porsche Audi Plaza Motors February 2014 - October 2014
Mungenast Alton Toyota Scion November 2013 - January 2014
Lou Fusz Buick GMC August 2012 - October 2013
Lou Fusz Toyota June 2011 - October 2012
Koesterer Investments LLC/MDC Investments August 1995 - July 2008
Todd Uniform June 1993 - July 1995
Skills
Sales Management, Strategic Planning, Automotive, Team Building, Vehicles, Management, Sales, Process Improvement, Customer Satisfaction, Contract Negotiation, Product Development, Start-ups, Customer Retention, Human Resources, Customer Service, Leadership, Leadership Development, Employee Relations, Marketing, Inventory Management, Selling, Training, Forecasting, Pricing, Account Management, Sales Process, Business Planning, Profit, Cold Calling, Sourcing, Purchasing, Sales Operations, Automobile, Hiring, Negotiation, Coaching, Direct Sales, Operations Management, B2B, Retail, CRM, Recruiting, Budgets, Employee Training, Business Development, Cross-functional Team..., Strategy, Team Leadership, New Business Development, Small Business
Education
University of Phoenix 2006 — 2008
Masters, Business Administration
University of Missouri-Saint Louis 1982 — 1988
BS, Business Administration
Ladue Horton Watkins High School 1977 — 1981
High School Degree, College Preparatory
Wells Fargo Advisors October 2014 - Present
Porsche Audi Plaza Motors February 2014 - October 2014
Mungenast Alton Toyota Scion November 2013 - January 2014
Lou Fusz Buick GMC August 2012 - October 2013
Lou Fusz Toyota June 2011 - October 2012
Koesterer Investments LLC/MDC Investments August 1995 - July 2008
Todd Uniform June 1993 - July 1995
Skills
Sales Management, Strategic Planning, Automotive, Team Building, Vehicles, Management, Sales, Process Improvement, Customer Satisfaction, Contract Negotiation, Product Development, Start-ups, Customer Retention, Human Resources, Customer Service, Leadership, Leadership Development, Employee Relations, Marketing, Inventory Management, Selling, Training, Forecasting, Pricing, Account Management, Sales Process, Business Planning, Profit, Cold Calling, Sourcing, Purchasing, Sales Operations, Automobile, Hiring, Negotiation, Coaching, Direct Sales, Operations Management, B2B, Retail, CRM, Recruiting, Budgets, Employee Training, Business Development, Cross-functional Team..., Strategy, Team Leadership, New Business Development, Small Business
Education
University of Phoenix 2006 — 2008
Masters, Business Administration
University of Missouri-Saint Louis 1982 — 1988
BS, Business Administration
Ladue Horton Watkins High School 1977 — 1981
High School Degree, College Preparatory
Richard Dulle's Wells Fargo Advisors Experience June 1991 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors June 1991 - Present
Education
University of Missouri-Columbia 1987 — 1991
B.S., Finance
Wells Fargo Advisors June 1991 - Present
Education
University of Missouri-Columbia 1987 — 1991
B.S., Finance
Timothy J. Dwyer's Wells Fargo Advisors Experience September 2012 - Present
Job Vice President / Senior Compliance Consultant Compliance Department at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors September 2012 - Present
Wells Fargo Advisors April 2008 - September 2012
Wells Fargo Advisors March 2004 - April 2008
A.G. Edwards & Sons, Inc. February 1996 - March 2004
A.G. Edwards & Sons, Inc. February 1991 - February 1996
Skills
Investments, Series 7, Equities, Equity Research, Financial Modeling, Capital Markets, Due Diligence, FINRA, Series 24, Finance, Financial Services, Series 63, Securities, Valuation, Financial Analysis, Asset Allocation
Education
University of Missouri-Saint Louis
BSBA
Wells Fargo Advisors September 2012 - Present
Wells Fargo Advisors April 2008 - September 2012
Wells Fargo Advisors March 2004 - April 2008
A.G. Edwards & Sons, Inc. February 1996 - March 2004
A.G. Edwards & Sons, Inc. February 1991 - February 1996
Skills
Investments, Series 7, Equities, Equity Research, Financial Modeling, Capital Markets, Due Diligence, FINRA, Series 24, Finance, Financial Services, Series 63, Securities, Valuation, Financial Analysis, Asset Allocation
Education
University of Missouri-Saint Louis
BSBA
Deanna Breece, SPHR's Wells Fargo Advisors Experience April 2008 - Present
Job Senior Human Resources Business Partner, Vice President at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors April 2008 - Present
Wells Fargo Advisors (formerly A.G. Edwards) January 2003 - April 2008
Western Waterproofing November 1995 - January 2003
Skills
Strategic Leadership, Leadership Development..., Talent Management, Change Management, Organizational Design, Organizational..., Diversity & Inclusion, Analytics, Compensation Strategies
Education
University of Missouri-Saint Louis
BS Business, Business with MOB Emphasis
Wells Fargo Advisors April 2008 - Present
Wells Fargo Advisors (formerly A.G. Edwards) January 2003 - April 2008
Western Waterproofing November 1995 - January 2003
Skills
Strategic Leadership, Leadership Development..., Talent Management, Change Management, Organizational Design, Organizational..., Diversity & Inclusion, Analytics, Compensation Strategies
Education
University of Missouri-Saint Louis
BS Business, Business with MOB Emphasis
Waneta Parmenter's Wells Fargo Advisors Experience February 2011 - May 2011
Job Tester, Coordinator, PM at Bradford & Galt
Industry Information Technology and Services
Experience
Bradford & Galt May 2011 - Present
Foundations Of Love May 2009 - Present
Wells Fargo Advisors February 2011 - May 2011
Wells Fargo Advisors December 2009 - February 2011
GMAC Insurance January 1992 - 2008
McDonnell Douglas 1989 - 1992
Skills
Team Leadership, Software Documentation, Management, Process Improvement, SDLC, Project Management, Testing, COBOL, Requirements Analysis, PMP, Change Management, Business Intelligence, ITIL
Education
Washington University in St. Louis 2009 — 2009
Certificate, Project Management
University of Missouri-Saint Louis 1985 — 1989
B.S.B.A., Business with Emphasis in IT
Bradford & Galt May 2011 - Present
Foundations Of Love May 2009 - Present
Wells Fargo Advisors February 2011 - May 2011
Wells Fargo Advisors December 2009 - February 2011
GMAC Insurance January 1992 - 2008
McDonnell Douglas 1989 - 1992
Skills
Team Leadership, Software Documentation, Management, Process Improvement, SDLC, Project Management, Testing, COBOL, Requirements Analysis, PMP, Change Management, Business Intelligence, ITIL
Education
Washington University in St. Louis 2009 — 2009
Certificate, Project Management
University of Missouri-Saint Louis 1985 — 1989
B.S.B.A., Business with Emphasis in IT
Jacob Underwood's Wells Fargo Advisors Experience 2004 - 2004
Job Financial Services Consultant
Industry Financial Services
Experience
Morgan Stanley October 2009 - Present
Accenture February 2004 - Present
Bank Andara 2008 - 2009
AT&T 2006 - 2006
Fireman's Fund Insurance Company 2004 - 2005
Wells Fargo Advisors 2004 - 2004
Skills
Business Process Design, Process Engineering, Enterprise Architecture
Education
University of Missouri-Rolla 1999 — 2003
Cassville High School 1995 — 1999
Morgan Stanley October 2009 - Present
Accenture February 2004 - Present
Bank Andara 2008 - 2009
AT&T 2006 - 2006
Fireman's Fund Insurance Company 2004 - 2005
Wells Fargo Advisors 2004 - 2004
Skills
Business Process Design, Process Engineering, Enterprise Architecture
Education
University of Missouri-Rolla 1999 — 2003
Cassville High School 1995 — 1999
Marcus Wesley, PMP's Wells Fargo Advisors Experience February 2010 - August 2011
Job Senior Project Management Consultant at MasterCard
Industry Information Technology and Services
Experience
MasterCard May 2014 - Present
Artech Information Systems March 2013 - May 2014
Protective Life November 2011 - February 2013
Wells Fargo Advisors February 2010 - August 2011
Technisource September 2009 - August 2011
Express Scripts September 2009 - February 2010
Enterprise Rent – A - Car January 2007 - October 2008
Enterprise Rent-A-Car January 1998 - January 2007
IBM Global Services June 1985 - January 1998
Skills
SDLC, Requirements Analysis, Oracle, Unix, Change Management, Software Development, SharePoint, Dependable Team Player, Process Improvement, Quality Assurance, Project Management, Business Analysis, Databases, Cross-functional Team..., Visio, Risk Management, Business Intelligence, Information Technology, Business Process, Enterprise Software, Integration, Requirements Gathering, Business Process..., Management, Vendor Management, Software Documentation, PMP, Security, PMO, Software Project..., IT Management, Project Portfolio..., Disaster Recovery, IT Strategy, Enterprise Architecture, Leadership, Resource Management, Agile Methodologies, Team Management, ITIL, MS Project, Program Management, Team Building, Systems Analysis, Agile Project Management
Education
University of Missouri-Rolla 1980 — 1985
BS, Computer Science
MasterCard May 2014 - Present
Artech Information Systems March 2013 - May 2014
Protective Life November 2011 - February 2013
Wells Fargo Advisors February 2010 - August 2011
Technisource September 2009 - August 2011
Express Scripts September 2009 - February 2010
Enterprise Rent – A - Car January 2007 - October 2008
Enterprise Rent-A-Car January 1998 - January 2007
IBM Global Services June 1985 - January 1998
Skills
SDLC, Requirements Analysis, Oracle, Unix, Change Management, Software Development, SharePoint, Dependable Team Player, Process Improvement, Quality Assurance, Project Management, Business Analysis, Databases, Cross-functional Team..., Visio, Risk Management, Business Intelligence, Information Technology, Business Process, Enterprise Software, Integration, Requirements Gathering, Business Process..., Management, Vendor Management, Software Documentation, PMP, Security, PMO, Software Project..., IT Management, Project Portfolio..., Disaster Recovery, IT Strategy, Enterprise Architecture, Leadership, Resource Management, Agile Methodologies, Team Management, ITIL, MS Project, Program Management, Team Building, Systems Analysis, Agile Project Management
Education
University of Missouri-Rolla 1980 — 1985
BS, Computer Science
Connie Hampton's Wells Fargo Advisors Experience August 2013 - Present
Job Administrative Assistant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors August 2013 - Present
KidSmart- Tools for Learning August 2008 - August 2013
KidSmart - Tools for Learning 2008 - 2013
Education
University of Missouri-Saint Louis 1985 — 1988
Busines Admin/Accounting
Wells Fargo Advisors August 2013 - Present
KidSmart- Tools for Learning August 2008 - August 2013
KidSmart - Tools for Learning 2008 - 2013
Education
University of Missouri-Saint Louis 1985 — 1988
Busines Admin/Accounting
Erin (Rhoades) Herzog's Wells Fargo Advisors Experience March 2001 - Present
Job Manager, Regulatory Controls at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors March 2001 - Present
PricewaterhouseCoopers March 1998 - March 2001
Bank of America May 1990 - March 1998
Education
University of Missouri-Saint Louis 1990 — 1995
BSBA, Accounting
Wells Fargo Advisors March 2001 - Present
PricewaterhouseCoopers March 1998 - March 2001
Bank of America May 1990 - March 1998
Education
University of Missouri-Saint Louis 1990 — 1995
BSBA, Accounting
Clare Wilhelm's Wells Fargo Advisors Experience January 2009 - Present
Job Project Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2009 - Present
Wachovia Securities, LLC October 2007 - December 2008
A.G. Edwards & Sons, Inc. 1983 - 2007
ag edwards 1983 - 2007
A.G. Edwards 1983 - 2007
Education
University of Missouri-Saint Louis 1979 — 1983
BS, Business Administration/Management Information Systems
Wells Fargo Advisors January 2009 - Present
Wachovia Securities, LLC October 2007 - December 2008
A.G. Edwards & Sons, Inc. 1983 - 2007
ag edwards 1983 - 2007
A.G. Edwards 1983 - 2007
Education
University of Missouri-Saint Louis 1979 — 1983
BS, Business Administration/Management Information Systems
Erin Budde's Wells Fargo Advisors Experience October 2008 - May 2013
Job VP, Strategic Giving & Innovation at United Way of Greater St. Louis
Industry Civic & Social Organization
Experience
United Way of Greater St. Louis May 2014 - Present
stl250 May 2013 - Present
Wells Fargo Advisors October 2008 - May 2013
Gateway Center for Giving December 2004 - October 2008
Skills
Fundraising, Non-profits, Event Planning, Volunteer Management, Grant Writing, Strategic Planning, Grantmaking, Corporate Social..., Community Relations, Nonprofits, Strategic Communications, Community Development, Program Development, Press Releases, Public Speaking, Marketing Communications, Organizational..., Grants, Staff Development, Community Outreach, Philanthropy, Leadership Development, Public Policy, Non-profit..., Social Media, Social Media Marketing, Media Relations, Teaching, Training, Copywriting, Leadership, Event Management, Public Relations, Program Management, Strategy, Proposal Writing, Newsletters, Policy, Social Networking, Editing, Corporate Communications, Program Evaluation, Research, Internal Communications, Board Development, Management, Marketing, Team Building, Budgets, Workshop Facilitation
Education
University of South Florida 1997 — 2000
Masters coursework, Applied Anthropology
University of Missouri-Saint Louis 1994 — 1997
Bachelor of Arts, Anthropology
United Way of Greater St. Louis May 2014 - Present
stl250 May 2013 - Present
Wells Fargo Advisors October 2008 - May 2013
Gateway Center for Giving December 2004 - October 2008
Skills
Fundraising, Non-profits, Event Planning, Volunteer Management, Grant Writing, Strategic Planning, Grantmaking, Corporate Social..., Community Relations, Nonprofits, Strategic Communications, Community Development, Program Development, Press Releases, Public Speaking, Marketing Communications, Organizational..., Grants, Staff Development, Community Outreach, Philanthropy, Leadership Development, Public Policy, Non-profit..., Social Media, Social Media Marketing, Media Relations, Teaching, Training, Copywriting, Leadership, Event Management, Public Relations, Program Management, Strategy, Proposal Writing, Newsletters, Policy, Social Networking, Editing, Corporate Communications, Program Evaluation, Research, Internal Communications, Board Development, Management, Marketing, Team Building, Budgets, Workshop Facilitation
Education
University of South Florida 1997 — 2000
Masters coursework, Applied Anthropology
University of Missouri-Saint Louis 1994 — 1997
Bachelor of Arts, Anthropology
Scott Lotspeich's Wells Fargo Advisors Experience May 2014 - Present
Job Trace Regulatory Reporting at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors May 2014 - Present
Archer Wealth Management January 2012 - April 2013
St. Louis Music, A division of U. S. Band Supplies, Inc. July 2010 - January 2012
Private Wealth Mangement February 2008 - January 2012
St. Louis Music February 2002 - February 2008
McMurray Music Company November 1988 - February 2002
Skills
Music Industry, Microsoft Office, Sound, Management, Leadership, Accounts Receivable, Analysis, Marketing, Recording, Customer Service, Guitar, Trade Shows, Music, Music Production, Accounts Payable, Social Media
Education
University of Missouri-Saint Louis 2005 — 2007
BS
Wells Fargo Advisors May 2014 - Present
Archer Wealth Management January 2012 - April 2013
St. Louis Music, A division of U. S. Band Supplies, Inc. July 2010 - January 2012
Private Wealth Mangement February 2008 - January 2012
St. Louis Music February 2002 - February 2008
McMurray Music Company November 1988 - February 2002
Skills
Music Industry, Microsoft Office, Sound, Management, Leadership, Accounts Receivable, Analysis, Marketing, Recording, Customer Service, Guitar, Trade Shows, Music, Music Production, Accounts Payable, Social Media
Education
University of Missouri-Saint Louis 2005 — 2007
BS
Terry Peterson, CFA's Wells Fargo Advisors Experience 2008 - Present
Job Portfolio Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors 2008 - Present
A.G. Edwards & Sons, Inc. 2000 - 2007
Skills
Series 7, Mutual Funds, Asset Management, Wealth Management
Education
University of Missouri-Columbia 1990 — 1992
Bachelor of Science (B.S.), Business Administration, Finance
University of Wyoming 1988 — 1990
Wells Fargo Advisors 2008 - Present
A.G. Edwards & Sons, Inc. 2000 - 2007
Skills
Series 7, Mutual Funds, Asset Management, Wealth Management
Education
University of Missouri-Columbia 1990 — 1992
Bachelor of Science (B.S.), Business Administration, Finance
University of Wyoming 1988 — 1990
Tom Lennartz's Wells Fargo Advisors Experience March 2009 - Present
Job Sr. Vice PresidentInvestement OfficerPIM Portfolio Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 2009 - Present
Citigroup Global Markets July 1993 - March 2009
Lehman Brothers Inc. November 1990 - July 1993
Prudential Securities January 1987 - November 1990
Skills
Finance, Investments, Mutual Funds, Risk Management, Financial Analysis, Alternative Investments, ETFs, US Equities, Series 63, Asset Management, Financial Planning, Wealth Management, Strategic Planning, Portfolio Management, Team Building, Management, Customer Service
Education
University of Missouri-Columbia
Bachelor of Science (BSc), Finance and Banking
University of Missouri-Columbia
Wells Fargo Advisors March 2009 - Present
Citigroup Global Markets July 1993 - March 2009
Lehman Brothers Inc. November 1990 - July 1993
Prudential Securities January 1987 - November 1990
Skills
Finance, Investments, Mutual Funds, Risk Management, Financial Analysis, Alternative Investments, ETFs, US Equities, Series 63, Asset Management, Financial Planning, Wealth Management, Strategic Planning, Portfolio Management, Team Building, Management, Customer Service
Education
University of Missouri-Columbia
Bachelor of Science (BSc), Finance and Banking
University of Missouri-Columbia
Joseph Palazzola's Wells Fargo Advisors Experience December 2012 - June 2014
Job Financial Services Marketing Professional
Industry Financial Services
Experience
Wells Fargo Advisors December 2012 - June 2014
First Clearing , Affiliate of Wells Fargo June 2008 - December 2012
A.G. Edwards January 2000 - May 2008
A.G. Edwards January 1995 - December 1999
Skills
Equities, Investments, Marketing Strategy, Marketing, Sales, Series 7, Wealth Management, Mutual Funds, Series 63, Securities, Retirement Planning, Portfolio Management, 401k, Series 24, Financial Services, Risk Management, Asset Management
Education
University of Missouri-Saint Louis 1983 — 1985
Bachelor of Science in Business Administration, Accounting
Wells Fargo Advisors December 2012 - June 2014
First Clearing , Affiliate of Wells Fargo June 2008 - December 2012
A.G. Edwards January 2000 - May 2008
A.G. Edwards January 1995 - December 1999
Skills
Equities, Investments, Marketing Strategy, Marketing, Sales, Series 7, Wealth Management, Mutual Funds, Series 63, Securities, Retirement Planning, Portfolio Management, 401k, Series 24, Financial Services, Risk Management, Asset Management
Education
University of Missouri-Saint Louis 1983 — 1985
Bachelor of Science in Business Administration, Accounting
Elaine Conway's Wells Fargo Advisors Experience 2010 - 2012
Job Vice President, Marketing Director
Industry Financial Services
Experience
Scottrade, Inc. 2012 - Present
Wells Fargo Advisors 2010 - 2012
Wachovia Securities 2008 - 2010
A.G. Edwards & Sons, Inc. 2005 - 2008
A.G. Edwards 1985 - 2005
Skills
Series 7, Series 24, Series 63, Managed Accounts, Mutual Funds, Variable Annuities, asset allocation, Investment Advisory..., Retirement Planning, Corporate Communications, Corporate Branding, Regulatory Compliance, 529, Financial Services, Investments, Securities, Management, Finance, Wealth Management, Financial Advisory, Strategy
Education
University of Missouri-Saint Louis
Bachelor of Science, Business Administration/Marketing
Scottrade, Inc. 2012 - Present
Wells Fargo Advisors 2010 - 2012
Wachovia Securities 2008 - 2010
A.G. Edwards & Sons, Inc. 2005 - 2008
A.G. Edwards 1985 - 2005
Skills
Series 7, Series 24, Series 63, Managed Accounts, Mutual Funds, Variable Annuities, asset allocation, Investment Advisory..., Retirement Planning, Corporate Communications, Corporate Branding, Regulatory Compliance, 529, Financial Services, Investments, Securities, Management, Finance, Wealth Management, Financial Advisory, Strategy
Education
University of Missouri-Saint Louis
Bachelor of Science, Business Administration/Marketing
Brian Forbes's Wells Fargo Advisors Experience 2010 - December 2010
Job Senior Management order Specialist at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters February 2011 - Present
Wells Fargo Advisors 2010 - December 2010
ING November 2005 - October 2009
MetLife May 2005 - October 2005
Thomson Reuters April 2003 - October 2004
Edward Jones February 1998 - April 2003
Skills
Process Improvement, SAP, Salesforce.com, Seibel, Series 7, Series 63, Creative Problem Solving, Billing Systems, Billing Process, Client Billing, Customer Service, IT Project..., Mentoring, Building Relationships, Financial Services, Microsoft Excel, Management, Analysis, Coaching, Training, Leadership, CRM, Call Centers, Finance, Customer Satisfaction, Siebel, Fixed Annuities, Retirement Planning, Portfolio Management, Business Analysis, Mutual Funds, Order Management, Market Data, Business Process..., Investments, Securities, Insurance
Education
University of Missouri-Saint Louis 1993 — 1999
B.S., Finance
University of Wisconsin-Milwaukee 1993 — 1993
Bachelor's degree, Finance, General
Thomson Reuters February 2011 - Present
Wells Fargo Advisors 2010 - December 2010
ING November 2005 - October 2009
MetLife May 2005 - October 2005
Thomson Reuters April 2003 - October 2004
Edward Jones February 1998 - April 2003
Skills
Process Improvement, SAP, Salesforce.com, Seibel, Series 7, Series 63, Creative Problem Solving, Billing Systems, Billing Process, Client Billing, Customer Service, IT Project..., Mentoring, Building Relationships, Financial Services, Microsoft Excel, Management, Analysis, Coaching, Training, Leadership, CRM, Call Centers, Finance, Customer Satisfaction, Siebel, Fixed Annuities, Retirement Planning, Portfolio Management, Business Analysis, Mutual Funds, Order Management, Market Data, Business Process..., Investments, Securities, Insurance
Education
University of Missouri-Saint Louis 1993 — 1999
B.S., Finance
University of Wisconsin-Milwaukee 1993 — 1993
Bachelor's degree, Finance, General
Tawana Turner, CIA's Wells Fargo Advisors Experience March 2013 - January 2014
Job Audit Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo January 2014 - Present
Wells Fargo Advisors March 2013 - January 2014
BJC HealthCare March 2010 - March 2013
Wedding by Beautiful Beginnings 2007 - 2009
Nestle Purina April 2006 - January 2007
CME Group 2005 - 2006
PwC September 2003 - January 2005
Ernst & Young August 2002 - September 2003
Skills
Internal Controls, Internal Audit, Sarbanes-Oxley Act, Auditing, Financial Reporting, Accounting, Process Improvement, Financial Analysis, Risk Assessment, GAAP, SAP, Microsoft Excel, Sarbanes-Oxley, Financial Accounting, General Ledger, Risk Management, SOX 404, Enterprise Risk..., COSO
Education
University of Missouri-Columbia 1997 — 2002
Master's, Accounting
Hazelwood East High School
Wells Fargo January 2014 - Present
Wells Fargo Advisors March 2013 - January 2014
BJC HealthCare March 2010 - March 2013
Wedding by Beautiful Beginnings 2007 - 2009
Nestle Purina April 2006 - January 2007
CME Group 2005 - 2006
PwC September 2003 - January 2005
Ernst & Young August 2002 - September 2003
Skills
Internal Controls, Internal Audit, Sarbanes-Oxley Act, Auditing, Financial Reporting, Accounting, Process Improvement, Financial Analysis, Risk Assessment, GAAP, SAP, Microsoft Excel, Sarbanes-Oxley, Financial Accounting, General Ledger, Risk Management, SOX 404, Enterprise Risk..., COSO
Education
University of Missouri-Columbia 1997 — 2002
Master's, Accounting
Hazelwood East High School
Bob Valleroy's Wells Fargo Advisors Experience January 2010 - August 2010
Job QA Analyst at 22nd Century Technologies
Industry Information Technology and Services
Experience
22nd Century Technologies-USDA January 2013 - Present
Safety National September 2012 - November 2012
eSponder October 2011 - July 2012
AT&T August 2010 - July 2011
Wells Fargo Advisors January 2010 - August 2010
Amdocs @ AT&T February 2008 - February 2009
AT&T September 2001 - February 2008
Skills
SQL, Microsoft Office, Business Analysis, Customer Service, Windows, Web Applications
Education
University of Missouri-Rolla
Bachelor's degree, Economics
22nd Century Technologies-USDA January 2013 - Present
Safety National September 2012 - November 2012
eSponder October 2011 - July 2012
AT&T August 2010 - July 2011
Wells Fargo Advisors January 2010 - August 2010
Amdocs @ AT&T February 2008 - February 2009
AT&T September 2001 - February 2008
Skills
SQL, Microsoft Office, Business Analysis, Customer Service, Windows, Web Applications
Education
University of Missouri-Rolla
Bachelor's degree, Economics
Sabrina Suen's Wells Fargo Advisors Experience May 2012 - May 2013
Job Financial Services
Industry Financial Services
Experience
Wells Fargo Advisors May 2012 - May 2013
Wells Fargo Advisors October 2011 - April 2012
Skills
Mutual Funds, Finance, Series 63
Education
University of Missouri-Columbia 2006 — 2010
Walter Johnson High School 2002 — 2006
Wells Fargo Advisors May 2012 - May 2013
Wells Fargo Advisors October 2011 - April 2012
Skills
Mutual Funds, Finance, Series 63
Education
University of Missouri-Columbia 2006 — 2010
Walter Johnson High School 2002 — 2006
Samuel Everett, CFP®'s Wells Fargo Advisors Experience September 2011 - Present
Job Financial Advisor
Industry Financial Services
Experience
Wells Fargo Advisors September 2011 - Present
Stifel Nicolaus August 2008 - September 2011
H & R Block January 2008 - February 2008
SouthWestern Book Company May 2003 - August 2003
Skills
Series 7, Series 66, Wealth Management, Personal Financial..., Financial Analysis, Securities, Finance, Customer Service, Investments, Financial Planning, Retirement Planning, Marketing, Retirement
Education
University of Missouri-Columbia 2004 — 2008
Bachelors, Human Environmental Science; Personal Financial Management Services
High School 1999 — 2002
Wells Fargo Advisors September 2011 - Present
Stifel Nicolaus August 2008 - September 2011
H & R Block January 2008 - February 2008
SouthWestern Book Company May 2003 - August 2003
Skills
Series 7, Series 66, Wealth Management, Personal Financial..., Financial Analysis, Securities, Finance, Customer Service, Investments, Financial Planning, Retirement Planning, Marketing, Retirement
Education
University of Missouri-Columbia 2004 — 2008
Bachelors, Human Environmental Science; Personal Financial Management Services
High School 1999 — 2002
Anthoney LoGrasso's Wells Fargo Advisors Experience April 2010 - Present
Job Compliance Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors April 2010 - Present
Wells Fargo Advisors 1999 - 2011
Skills
Compliance, Series 7, Series 66, Series 9, Series 10, FINRA, Securities
Education
University of Missouri-Saint Louis 1996 — 1999
Oakville
Wells Fargo Advisors April 2010 - Present
Wells Fargo Advisors 1999 - 2011
Skills
Compliance, Series 7, Series 66, Series 9, Series 10, FINRA, Securities
Education
University of Missouri-Saint Louis 1996 — 1999
Oakville
Brian Dickason, CPA's Wells Fargo Advisors Experience December 2010 - January 2012
Job Senior Accountant at Scottrade
Industry Accounting
Experience
Scottrade July 2013 - Present
Botz, Deal & Company January 2012 - July 2013
Wells Fargo Advisors December 2010 - January 2012
Fleishman-Hillard March 2008 - December 2010
Circuit City August 2006 - August 2008
Skills
Accounting, Account Reconciliation, Internal Controls, QuickBooks, General Ledger, Financial Reporting, Auditing, Financial Accounting, Accounts Payable, Financial Analysis, Microsoft Excel
Education
University of Missouri-Saint Louis 2009 — 2010
MAcc, Accounting
University of Missouri-Saint Louis 2005 — 2008
BS, Accounting
Scottrade July 2013 - Present
Botz, Deal & Company January 2012 - July 2013
Wells Fargo Advisors December 2010 - January 2012
Fleishman-Hillard March 2008 - December 2010
Circuit City August 2006 - August 2008
Skills
Accounting, Account Reconciliation, Internal Controls, QuickBooks, General Ledger, Financial Reporting, Auditing, Financial Accounting, Accounts Payable, Financial Analysis, Microsoft Excel
Education
University of Missouri-Saint Louis 2009 — 2010
MAcc, Accounting
University of Missouri-Saint Louis 2005 — 2008
BS, Accounting
Robert Ruprecht's Wells Fargo Advisors Experience 2014 - Present
Job Wells Fargo Advisors Solutions Advisor
Industry Financial Services
Experience
Wells Fargo Advisors 2014 - Present
Citi April 2012 - July 2014
Northwestern Mutual Financial Network June 2009 - September 2009
McDonald's Corporation August 2005 - August 2008
McDonald's Corporation September 2003 - August 2005
McDonald's Corporation May 2000 - September 2003
Skills
Finance, Management, CRM, Microsoft Office, Financial Analysis, Microsoft Word, Project Management, Communication, Team Leadership, Social Networking, Data Analysis, Customer Service
Education
University of Missouri 2008 — 2010
Master of Business Administration (M.B.A.), Management
University of Missouri-Columbia 2004 — 2008
Bachelor of Science, Business Administration; Management
Wells Fargo Advisors 2014 - Present
Citi April 2012 - July 2014
Northwestern Mutual Financial Network June 2009 - September 2009
McDonald's Corporation August 2005 - August 2008
McDonald's Corporation September 2003 - August 2005
McDonald's Corporation May 2000 - September 2003
Skills
Finance, Management, CRM, Microsoft Office, Financial Analysis, Microsoft Word, Project Management, Communication, Team Leadership, Social Networking, Data Analysis, Customer Service
Education
University of Missouri 2008 — 2010
Master of Business Administration (M.B.A.), Management
University of Missouri-Columbia 2004 — 2008
Bachelor of Science, Business Administration; Management
Tarik Benchabane's Wells Fargo Advisors Experience U.S. CensusU.S. Department of CommerceMay 2010 - August 2010
Job Securities Operations Specialist at Wells Fargo Advisors
Industry International Trade and Development
Experience
Wells Fargo Advisors U.S. CensusU.S. Department of CommerceMay 2010 - August 2010
St. Louis Zoological Park 2007 - 2007
Skills
Financial Analysis, Mutual Funds
Education
University of Missouri-Columbia
University of Missouri-Saint Louis
Wells Fargo Advisors U.S. CensusU.S. Department of CommerceMay 2010 - August 2010
St. Louis Zoological Park 2007 - 2007
Skills
Financial Analysis, Mutual Funds
Education
University of Missouri-Columbia
University of Missouri-Saint Louis
Doyle King's Wells Fargo Advisors Experience December 2013 - Present
Job WFA Regional Supervisor 2 at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors December 2013 - Present
Larson Financial January 2013 - December 2013
Wells Fargo Advisors November 2010 - January 2013
First Allied Securities October 2008 - June 2009
Skills
Series 7, Series 63, Series 65, Series 24, Missouri Life and..., Investments, Securities, Mutual Funds, Asset Management, Equities, Series 53, FINRA, Options, Fixed Income, Uniform Combined State..., Portfolio Management, Alternative Investments, Series 9
Education
University of Missouri - St. Louis 2002 — 2007
Bachelor of Science, Finance
Wells Fargo Advisors December 2013 - Present
Larson Financial January 2013 - December 2013
Wells Fargo Advisors November 2010 - January 2013
First Allied Securities October 2008 - June 2009
Skills
Series 7, Series 63, Series 65, Series 24, Missouri Life and..., Investments, Securities, Mutual Funds, Asset Management, Equities, Series 53, FINRA, Options, Fixed Income, Uniform Combined State..., Portfolio Management, Alternative Investments, Series 9
Education
University of Missouri - St. Louis 2002 — 2007
Bachelor of Science, Finance
Dan Rohlfing's Wells Fargo Advisors Experience August 2009 - Present
Job Technology Relationship Manager at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors August 2009 - Present
Wachovia May 2008 - August 2009
A.G. Edwards August 1995 - May 2008
Education
University of Missouri-Saint Louis 1976 — 1990
Bachelor of Science (BS), Applied Mathematics
Ritenour High School
Wells Fargo Advisors August 2009 - Present
Wachovia May 2008 - August 2009
A.G. Edwards August 1995 - May 2008
Education
University of Missouri-Saint Louis 1976 — 1990
Bachelor of Science (BS), Applied Mathematics
Ritenour High School
Joseph Vitek's Wells Fargo Advisors Experience December 2011 - Present
Job Tax and Estate Planning Attorney
Industry Law Practice
Experience
Wells Fargo Advisors December 2011 - Present
Arnstein & Lehr LLP 2009 - 2010
Education
University of Missouri-Kansas City 1991 — 1992
LLM, Taxation
University of Nebraska College of Law 1986 — 1989
JD, Law
University of Nebraska-Lincoln 1982 — 1986
BA, Economics and English
Wells Fargo Advisors December 2011 - Present
Arnstein & Lehr LLP 2009 - 2010
Education
University of Missouri-Kansas City 1991 — 1992
LLM, Taxation
University of Nebraska College of Law 1986 — 1989
JD, Law
University of Nebraska-Lincoln 1982 — 1986
BA, Economics and English
Jaclyn Thies's Wells Fargo Advisors Experience 2008 - 2010
Job Stay At Home Mom at Non
Industry Staffing and Recruiting
Experience
Non July 2011 - Present
Wells Fargo Advisors 2008 - 2010
Wachovia Securities 2005 - 2009
A.G. Edwards & Sons, Inc. 2003 - 2005
Skills
Compliance, Series 7, Series 66, Series 9, Series 10, Series 14
Education
University of Missouri - St. Louis 1996 — 2000
BSBA, Finance
Non July 2011 - Present
Wells Fargo Advisors 2008 - 2010
Wachovia Securities 2005 - 2009
A.G. Edwards & Sons, Inc. 2003 - 2005
Skills
Compliance, Series 7, Series 66, Series 9, Series 10, Series 14
Education
University of Missouri - St. Louis 1996 — 2000
BSBA, Finance
Edgar Umana's Wells Fargo Advisors Experience June 2013 - Present
Job WFA Regional Supervisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors June 2013 - Present
Wells Fargo Advisors April 2007 - Present
Skills
Series 7, Customer Relations, Customer Service, Banking, Series 66, Series 9, Uniform Combined State..., Loans, Coaching, FINRA, Insurance, Series 63, Relationship Management, Wealth Management, Mutual Funds, Retirement Planning, Retirement, Financial Advisory, Financial Services, Team Building, Leadership, Strategic Planning, Microsoft Office, Program Management
Education
University of Missouri - St. Louis 2008 — 2010
BA, Finance
University of Missouri-Saint Louis
Wells Fargo Advisors June 2013 - Present
Wells Fargo Advisors April 2007 - Present
Skills
Series 7, Customer Relations, Customer Service, Banking, Series 66, Series 9, Uniform Combined State..., Loans, Coaching, FINRA, Insurance, Series 63, Relationship Management, Wealth Management, Mutual Funds, Retirement Planning, Retirement, Financial Advisory, Financial Services, Team Building, Leadership, Strategic Planning, Microsoft Office, Program Management
Education
University of Missouri - St. Louis 2008 — 2010
BA, Finance
University of Missouri-Saint Louis
Janice Reedy's Wells Fargo Advisors Experience January 2012 - Present
Job Vice President at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2012 - Present
Wells Fargo Advisors March 2006 - July 2011
Skills
Financial Services, Investments, Mutual Funds, Portfolio Management, Sales Process, Series 63, Series 7, Wealth Management
Education
Webster University 2009 — 2010
Coursework towards MBA
University of Missouri - St. Louis
Bachelors, Business, Finance
Wells Fargo Advisors January 2012 - Present
Wells Fargo Advisors March 2006 - July 2011
Skills
Financial Services, Investments, Mutual Funds, Portfolio Management, Sales Process, Series 63, Series 7, Wealth Management
Education
Webster University 2009 — 2010
Coursework towards MBA
University of Missouri - St. Louis
Bachelors, Business, Finance
Nathan Werner's Wells Fargo Advisors Experience March 2014 - Present
Job Fixed Income Trade Operations Specialist at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors March 2014 - Present
Northwestern Mutual May 2012 - November 2013
Skills
Retirement Planning, Disability Insurance, Retirement, Fixed Annuities, Insurance, Long-term Care, Life Insurance, Fixed Income Analysis, Municipal Bonds
Education
University of Missouri-Columbia 2008 — 2012
Bachelor's degree, Business Administration and Management
St. Mary's High School 2004 — 2008
Wells Fargo Advisors March 2014 - Present
Northwestern Mutual May 2012 - November 2013
Skills
Retirement Planning, Disability Insurance, Retirement, Fixed Annuities, Insurance, Long-term Care, Life Insurance, Fixed Income Analysis, Municipal Bonds
Education
University of Missouri-Columbia 2008 — 2012
Bachelor's degree, Business Administration and Management
St. Mary's High School 2004 — 2008
Heather Markovich's Wells Fargo Advisors Experience September 2007 - May 2015
Job Currently Unemployed
Industry Financial Services
Experience
Wells Fargo Advisors September 2007 - May 2015
Skills
Microsoft Technologies, Notary, Customer Service, Microsoft Office, Financial Services, Microsoft Word, Banking, Marketing, Management, Sales
Education
University of Missouri-Saint Louis
Bachelor’s Degree, Business/Finance
Wells Fargo Advisors September 2007 - May 2015
Skills
Microsoft Technologies, Notary, Customer Service, Microsoft Office, Financial Services, Microsoft Word, Banking, Marketing, Management, Sales
Education
University of Missouri-Saint Louis
Bachelor’s Degree, Business/Finance
Paul Clever's Wells Fargo Advisors Experience January 1995 - Present
Job Fixed Income Product Specialist at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 1995 - Present
Education
University of Missouri-Columbia 1992 — 1995
Bachelor's degree, Finance, General
Wells Fargo Advisors January 1995 - Present
Education
University of Missouri-Columbia 1992 — 1995
Bachelor's degree, Finance, General
Eric L. Fritsche's Wells Fargo Advisors Experience 2007 - 2012
Job Proactive Accounting Executive and CPA
Industry Financial Services
Experience
Edward Jones 2014 - Present
Wells Fargo Advisors 2007 - 2012
A.G. Edwards 1999 - 2007
A.G. Edwards 1994 - 1999
A.G. Edwards 1987 - 1994
Skills
General Accounting, Audit Liaison, SEC Reporting, Staff Development, Planning and Scheduling, Customer-focused Service, Executive Reporting, Accounting, SEC filings, Auditing
Education
University of Missouri-Saint Louis 1984 — 1988
Bachelor's degree, Accounting
Edward Jones 2014 - Present
Wells Fargo Advisors 2007 - 2012
A.G. Edwards 1999 - 2007
A.G. Edwards 1994 - 1999
A.G. Edwards 1987 - 1994
Skills
General Accounting, Audit Liaison, SEC Reporting, Staff Development, Planning and Scheduling, Customer-focused Service, Executive Reporting, Accounting, SEC filings, Auditing
Education
University of Missouri-Saint Louis 1984 — 1988
Bachelor's degree, Accounting
Paul Clever's Wells Fargo Advisors Experience January 1995 - Present
Job Bond Trader at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 1995 - Present
Wells Fargo Advisors 1995 - 2013
Skills
Series 7, Series 63, Investments, Wealth Management, Equities, Securities, Mutual Funds, Portfolio Management, Retirement Planning, Fixed Income, Asset Allocation, Bloomberg
Education
University of Missouri-Columbia
BS
Wells Fargo Advisors January 1995 - Present
Wells Fargo Advisors 1995 - 2013
Skills
Series 7, Series 63, Investments, Wealth Management, Equities, Securities, Mutual Funds, Portfolio Management, Retirement Planning, Fixed Income, Asset Allocation, Bloomberg
Education
University of Missouri-Columbia
BS
Andrew Kiel's Wells Fargo Advisors Experience 2013 - 2014
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo Advisors 2013 - 2014
Skills
Microsoft Excel, Visual Basic, Python, Financial Modeling, SQL, Fixed Income Analysis, IFRS, US GAAP reporting, Option Pricing Models, Capital Budgeting, Market Microstructure, Statistical Data...
Education
University of Missouri-Saint Louis 2008 — 2012
BSBA, Finance
Wells Fargo Advisors 2013 - 2014
Skills
Microsoft Excel, Visual Basic, Python, Financial Modeling, SQL, Fixed Income Analysis, IFRS, US GAAP reporting, Option Pricing Models, Capital Budgeting, Market Microstructure, Statistical Data...
Education
University of Missouri-Saint Louis 2008 — 2012
BSBA, Finance
Andrew Branch's Wells Fargo Advisors Experience February 2006 - Present
Job Business Systems Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors February 2006 - Present
Lou Fusz Automotive Network February 2002 - February 2006
Skills
Red Hat Linux, Unified Managed Accounts, Separately Managed..., C# 4.0, Perl, Autosys, Security APL, CEH, SunOS, GOOD Security Tools, GOOD Dynamics, Envestnet Platform, Service Oriented..., Charles River IMS, XML, Microsoft SQL Server, SQL DB2, Oracle SQL Developer, PHP, MySQL, Apache, Smoothwall, Fedora Core, Visio, Business Analysis, SDLC, Vendor Management, Cards
Education
University of Missouri-Saint Louis 2005 — 2007
Bachelor of Science (BS), Management Information Systems, General
Wells Fargo Advisors February 2006 - Present
Lou Fusz Automotive Network February 2002 - February 2006
Skills
Red Hat Linux, Unified Managed Accounts, Separately Managed..., C# 4.0, Perl, Autosys, Security APL, CEH, SunOS, GOOD Security Tools, GOOD Dynamics, Envestnet Platform, Service Oriented..., Charles River IMS, XML, Microsoft SQL Server, SQL DB2, Oracle SQL Developer, PHP, MySQL, Apache, Smoothwall, Fedora Core, Visio, Business Analysis, SDLC, Vendor Management, Cards
Education
University of Missouri-Saint Louis 2005 — 2007
Bachelor of Science (BS), Management Information Systems, General
Mike Zeiter's Wells Fargo Advisors Experience December 2014 - Present
Job Tax Experienced Associate at PwC
Industry Accounting
Experience
Wells Fargo Advisors December 2014 - Present
PwC July 2012 - December 2014
Education
University of Missouri-Columbia 2007 — 2012
Master's degree, Accounting
Wells Fargo Advisors December 2014 - Present
PwC July 2012 - December 2014
Education
University of Missouri-Columbia 2007 — 2012
Master's degree, Accounting
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