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
Patrick McGowan Patrick McGowan's Wells Fargo Advisors Experience April 2012 - July 2014
Job Owen Graduate School of Management Class of 2016
Industry Financial Services
Experience
Vanderbilt Owen Graduate School of Management August 2014 - Present
KeyBanc Capital Markets May 2015 - July 2015
Wells Fargo Advisors April 2012 - July 2014
Wells Fargo Advisors July 2011 - March 2012
Skills
Data Analysis, Financial Modeling, Financial Analysis, Strategy, Investment Banking, Business Analysis, VBA, Data Warehousing, Statistical Modeling, Risk Management, Public Speaking, Analytics, SQL, Access, Microsoft Excel, SAS, R, SharePoint, Stata, Portfolio Management, Finance, Investment Strategies, Economics, Econometrics, PowerPoint, Big Data Analytics, Requirements Gathering, Excel Models, Communication, Investments, Series 7
Education
Vanderbilt University - Owen Graduate School of Management 2014 — 2016
Master of Business Administration (MBA), Strategy and Finance
University of North Carolina at Chapel Hill 2009 — 2011
Bachelor of Arts (B.A.), Economics and Philosophy
Saint Ignatius High School 2003 — 2007
High School Diploma
Vanderbilt Owen Graduate School of Management August 2014 - Present
KeyBanc Capital Markets May 2015 - July 2015
Wells Fargo Advisors April 2012 - July 2014
Wells Fargo Advisors July 2011 - March 2012
Skills
Data Analysis, Financial Modeling, Financial Analysis, Strategy, Investment Banking, Business Analysis, VBA, Data Warehousing, Statistical Modeling, Risk Management, Public Speaking, Analytics, SQL, Access, Microsoft Excel, SAS, R, SharePoint, Stata, Portfolio Management, Finance, Investment Strategies, Economics, Econometrics, PowerPoint, Big Data Analytics, Requirements Gathering, Excel Models, Communication, Investments, Series 7
Education
Vanderbilt University - Owen Graduate School of Management 2014 — 2016
Master of Business Administration (MBA), Strategy and Finance
University of North Carolina at Chapel Hill 2009 — 2011
Bachelor of Arts (B.A.), Economics and Philosophy
Saint Ignatius High School 2003 — 2007
High School Diploma
Cal Herman Cal Herman's Wells Fargo Advisors Experience August 1981 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors August 1981 - Present
Wells Fargo Advisors, LLC August 1981 - Present
Skills
Retirement Planning, Asset Allocation, Mutual Funds, Finance, Retirement, Tactical Asset..., Invest Planning, Tax Efficient Strategies, Retirement Income, 401(K) Rollovers, Public Speaking, Team Building, Management, Contract Negotiation, Marketing, Risk Management
Education
University of New Orleans
Bachelor of Science (BS), General Business Administration
Wells Fargo Advisors August 1981 - Present
Wells Fargo Advisors, LLC August 1981 - Present
Skills
Retirement Planning, Asset Allocation, Mutual Funds, Finance, Retirement, Tactical Asset..., Invest Planning, Tax Efficient Strategies, Retirement Income, 401(K) Rollovers, Public Speaking, Team Building, Management, Contract Negotiation, Marketing, Risk Management
Education
University of New Orleans
Bachelor of Science (BS), General Business Administration
Debra Anton Debra Anton's Wells Fargo Advisors Experience July 2012 - December 2013
Job Financial Advisor at Retirement Plan Advisors
Industry Financial Services
Experience
Retirement Plan Advisors May 2014 - Present
Wells Fargo Advisors July 2012 - December 2013
Wichita Independent Business Association 2012 - 2013
AT&T August 2003 - July 2012
Coldwell Banker - Commercial January 2000 - August 2003
IBM 1984 - 1995
WI/SE Partnership for Growth 1989 - 1991
Skills
Customer Service, Insurance, Investments, Marketing, Management, Microsoft Office, Sales, Strategic Planning, Public Speaking, Finance, Team Building, Customer Satisfaction, Social Media Marketing, Leadership, Advertising, Small Business, Social Media, Sales Management, Coaching, Public Relations, Microsoft Excel, Account Management, Marketing Strategy, Retirement Planning, Marketing Communications, Outlook, Microsoft Word, Time Management, Training, Sales Operations, Negotiation, Contract Negotiation, Variable Annuities, Entrepreneurship, Selling Skills, PowerPoint, Online Advertising, Budgets, Strategic Financial..., Recruiting, New Business Development, Financial Guidance, Long Term Care Insurance, 401k Rollovers, Teaching and Coaching..., Oral and Written..., Consultive Selling, Entrepreneurial Spirit, Customer Service..., MRP, Inventory &...
Education
Wichita State University 1982 — 1984
Masters of Business Administration (MBA), Marketing
University of Nebraska at Omaha 1974 — 1978
Bachelor of Science (BS), Criminal Justice
Retirement Plan Advisors May 2014 - Present
Wells Fargo Advisors July 2012 - December 2013
Wichita Independent Business Association 2012 - 2013
AT&T August 2003 - July 2012
Coldwell Banker - Commercial January 2000 - August 2003
IBM 1984 - 1995
WI/SE Partnership for Growth 1989 - 1991
Skills
Customer Service, Insurance, Investments, Marketing, Management, Microsoft Office, Sales, Strategic Planning, Public Speaking, Finance, Team Building, Customer Satisfaction, Social Media Marketing, Leadership, Advertising, Small Business, Social Media, Sales Management, Coaching, Public Relations, Microsoft Excel, Account Management, Marketing Strategy, Retirement Planning, Marketing Communications, Outlook, Microsoft Word, Time Management, Training, Sales Operations, Negotiation, Contract Negotiation, Variable Annuities, Entrepreneurship, Selling Skills, PowerPoint, Online Advertising, Budgets, Strategic Financial..., Recruiting, New Business Development, Financial Guidance, Long Term Care Insurance, 401k Rollovers, Teaching and Coaching..., Oral and Written..., Consultive Selling, Entrepreneurial Spirit, Customer Service..., MRP, Inventory &...
Education
Wichita State University 1982 — 1984
Masters of Business Administration (MBA), Marketing
University of Nebraska at Omaha 1974 — 1978
Bachelor of Science (BS), Criminal Justice
John Kerns's Wells Fargo Advisors Experience October 2012 - June 2014
Job Financial Advisor at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management October 2014 - Present
Wells Fargo Advisors October 2012 - June 2014
Insight Global August 2010 - October 2011
Education
University of North Carolina at Chapel Hill 2006 — 2010
Bachelor of Arts (B.A.), American History (United States)
Morgan Stanley Private Wealth Management October 2014 - Present
Wells Fargo Advisors October 2012 - June 2014
Insight Global August 2010 - October 2011
Education
University of North Carolina at Chapel Hill 2006 — 2010
Bachelor of Arts (B.A.), American History (United States)
Bolu Adeyeye Bolu Adeyeye's Wells Fargo Advisors Experience July 2011 - January 2013
Job Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities January 2013 - Present
Wells Fargo Advisors July 2011 - January 2013
Skills
Investments, Spanish
Education
University of North Carolina at Chapel Hill 2007 — 2011
Bachelor of Arts (B.A.), Economics
Wells Fargo Securities January 2013 - Present
Wells Fargo Advisors July 2011 - January 2013
Skills
Investments, Spanish
Education
University of North Carolina at Chapel Hill 2007 — 2011
Bachelor of Arts (B.A.), Economics
Patience Olishile Patience Olishile's Wells Fargo Advisors Experience June 2012 - Present
Job Securities Operations Service Specialist
Industry Marketing and Advertising
Experience
Wells Fargo Advisors June 2012 - Present
The Michelson Organization September 2011 - February 2012
Nine West Group November 2009 - September 2011
Full Time Student August 2007 - August 2011
Big Brothers Big Sisters of Eastern Missouri June 2010 - September 2010
Skills
Team Leadership, Marketing, Data Entry, Critical Thinking, Telephone Skills, Office Management, Customer Service, Training, PowerPoint, Sales, Analysis, Management, Selling, Purchasing, Research, Event Planning
Education
University of Missouri-Saint Louis 2009 — 2011
Bachelor of Science (B.S.), Business Administration, Marketing
Wells Fargo Advisors June 2012 - Present
The Michelson Organization September 2011 - February 2012
Nine West Group November 2009 - September 2011
Full Time Student August 2007 - August 2011
Big Brothers Big Sisters of Eastern Missouri June 2010 - September 2010
Skills
Team Leadership, Marketing, Data Entry, Critical Thinking, Telephone Skills, Office Management, Customer Service, Training, PowerPoint, Sales, Analysis, Management, Selling, Purchasing, Research, Event Planning
Education
University of Missouri-Saint Louis 2009 — 2011
Bachelor of Science (B.S.), Business Administration, Marketing
Joe Rutski Joe Rutski's Wells Fargo Advisors Experience February 2014 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors February 2014 - Present
Skills
Leadership, Time Management, Teamwork, Critical Thinking, Military, Management, Public Speaking, Leadership Development, Team Leadership, Training, Operations Management, EMT, Emergency Medical, Access, Data Analysis, Government Contracting, People-oriented, People Skills, Supply Chain Management, Supplier Negotiation, Retirement, IRAs, Investments, Finance, 401k, Financial Guidance
Education
University of Nevada-Reno 2009 — 2013
Wells Fargo Advisors February 2014 - Present
Skills
Leadership, Time Management, Teamwork, Critical Thinking, Military, Management, Public Speaking, Leadership Development, Team Leadership, Training, Operations Management, EMT, Emergency Medical, Access, Data Analysis, Government Contracting, People-oriented, People Skills, Supply Chain Management, Supplier Negotiation, Retirement, IRAs, Investments, Finance, 401k, Financial Guidance
Education
University of Nevada-Reno 2009 — 2013
Alice Marquardt Alice Marquardt's Wells Fargo Advisors Experience January 2013 - Present
Job Senior Registered Client Associate | Officer, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 2013 - Present
Skills
Investments, Securities, Financial Analysis, Series 7, Customer Service, Public Speaking, Event Planning, Fundraising, Sales, Microsoft Excel, Sales Management, Team Building
Education
The University of Montana 1988 — 1992
Bachelor's degree, Interpersonal Communication
Wells Fargo Advisors January 2013 - Present
Skills
Investments, Securities, Financial Analysis, Series 7, Customer Service, Public Speaking, Event Planning, Fundraising, Sales, Microsoft Excel, Sales Management, Team Building
Education
The University of Montana 1988 — 1992
Bachelor's degree, Interpersonal Communication
Thomas Robb's Wells Fargo Advisors Experience January 2008 - March 2014
Job Financial Consultant at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co. March 2014 - Present
Wells Fargo Advisors January 2008 - March 2014
A.G. Edwards & Sons, Inc. September 2001 - January 2008
Skills
Asset Allocation, Investments, Securities, Retirement Planning, Finance, Series 7, Financial Services, Investment Strategies, FINRA, Financial Planning
Education
University of New Hampshire 1987 — 1990
Associate of Science (A.S.), Business Administration, Management and Operations
Benjamin F. Edwards & Co. March 2014 - Present
Wells Fargo Advisors January 2008 - March 2014
A.G. Edwards & Sons, Inc. September 2001 - January 2008
Skills
Asset Allocation, Investments, Securities, Retirement Planning, Finance, Series 7, Financial Services, Investment Strategies, FINRA, Financial Planning
Education
University of New Hampshire 1987 — 1990
Associate of Science (A.S.), Business Administration, Management and Operations
Rebecca Miller Rebecca Miller's Wells Fargo Advisors Experience December 1996 - December 2000
Job Executive Director at Center for Collaborative and Restorative Advocacy
Industry Education Management
Experience
Center for Collaborative and Restorative Advocacy 2014 - Present
L2W, Inc. DBA ClubZ! Tutoring October 2004 - Present
Region 6 Behavioral Healthcare March 2005 - March 2008
Omaha Public Schools January 2003 - March 2005
Clinique May 2001 - January 2003
Wells Fargo Advisors December 1996 - December 2000
U.S. Bank December 1995 - December 1996
Franklin Life Insurance Company March 1994 - November 1995
Skills
Educational Consulting, Special Education..., Strategic Planning, Tutoring, Program Development, Child Development, Teaching, Public Speaking, Staff Development, Social Services, Curriculum Development, Special Education, Classroom, Psychology, Entrepreneurship, Business Unit Start-up, Social Entrepreneurship, Fundraising, Donor Development, Community Outreach, Leadership
Education
University of Nebraska at Omaha
Bachelor's degree, Communications
Center for Collaborative and Restorative Advocacy 2014 - Present
L2W, Inc. DBA ClubZ! Tutoring October 2004 - Present
Region 6 Behavioral Healthcare March 2005 - March 2008
Omaha Public Schools January 2003 - March 2005
Clinique May 2001 - January 2003
Wells Fargo Advisors December 1996 - December 2000
U.S. Bank December 1995 - December 1996
Franklin Life Insurance Company March 1994 - November 1995
Skills
Educational Consulting, Special Education..., Strategic Planning, Tutoring, Program Development, Child Development, Teaching, Public Speaking, Staff Development, Social Services, Curriculum Development, Special Education, Classroom, Psychology, Entrepreneurship, Business Unit Start-up, Social Entrepreneurship, Fundraising, Donor Development, Community Outreach, Leadership
Education
University of Nebraska at Omaha
Bachelor's degree, Communications
Christopher Gio Giuffrida Christopher Gio Giuffrida's Wells Fargo Advisors Experience July 2013 - June 2014
Job Vice President of Client Services at Fisher Investments
Industry Financial Services
Experience
Fisher Investments June 2014 - Present
Wells Fargo Advisors July 2013 - June 2014
Global Wealth Advisors March 2011 - July 2013
Zelnik & Company January 2008 - January 2009
Ripco Real Estate Corp 2006 - January 2008
Long Island Rough Riders 2001 - 2008
The New York Mortgage Company January 2004 - January 2006
Skills
Investments, Real Estate, Finance, Loans, Negotiation, Management, Portfolio Management, Financial Services, Credit, Investment Properties, Leases, Equities, Series 7, Sellers, Asset Management, Wealth Management, Valuation, Series 7, 66, 63..., NY Life Accident &...
Education
University of New Hampshire 1994 — 1999
BA, Business and Communications
Fisher Investments June 2014 - Present
Wells Fargo Advisors July 2013 - June 2014
Global Wealth Advisors March 2011 - July 2013
Zelnik & Company January 2008 - January 2009
Ripco Real Estate Corp 2006 - January 2008
Long Island Rough Riders 2001 - 2008
The New York Mortgage Company January 2004 - January 2006
Skills
Investments, Real Estate, Finance, Loans, Negotiation, Management, Portfolio Management, Financial Services, Credit, Investment Properties, Leases, Equities, Series 7, Sellers, Asset Management, Wealth Management, Valuation, Series 7, 66, 63..., NY Life Accident &...
Education
University of New Hampshire 1994 — 1999
BA, Business and Communications
BEN STRALEY BEN STRALEY's Wells Fargo Advisors Experience 2012 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo Advisors 2012 - 2013
First National Bank of Omaha April 1998 - May 2012
Skills
Hold Series 7, Series 65, Life Insurance, Variable Annuities, Health Insurance, 15 years as a Licensed...
Education
University of Nebraska at Omaha 1982 — 1983
Business and Finance
South High School 1978 — 1982
High School/Secondary Diplomas and Certificates
Wells Fargo Advisors 2012 - 2013
First National Bank of Omaha April 1998 - May 2012
Skills
Hold Series 7, Series 65, Life Insurance, Variable Annuities, Health Insurance, 15 years as a Licensed...
Education
University of Nebraska at Omaha 1982 — 1983
Business and Finance
South High School 1978 — 1982
High School/Secondary Diplomas and Certificates
Scott Seiffert Scott Seiffert's Wells Fargo Advisors Experience October 2008 - Present
Job SVP and Director of Regulatory Reporting at Wells Fargo Advisors
Industry Accounting
Experience
Wells Fargo Advisors October 2008 - Present
Edward Jones April 2007 - September 2008
Deloitte & Touche May 1999 - April 2007
PricewaterhouseCoopers September 1995 - May 1999
Skills
Auditing, Internal Controls, Financial Services, Financial Analysis, Finance, Banking, GAAP, Analysis, Strategic Financial..., Policy, Financial Risk, Sarbanes-Oxley Act
Education
University of Missouri-Saint Louis 1991 — 1995
BSBA, Accounting
Wells Fargo Advisors October 2008 - Present
Edward Jones April 2007 - September 2008
Deloitte & Touche May 1999 - April 2007
PricewaterhouseCoopers September 1995 - May 1999
Skills
Auditing, Internal Controls, Financial Services, Financial Analysis, Finance, Banking, GAAP, Analysis, Strategic Financial..., Policy, Financial Risk, Sarbanes-Oxley Act
Education
University of Missouri-Saint Louis 1991 — 1995
BSBA, Accounting
Joshua Ly Joshua Ly's Wells Fargo Advisors Experience October 2008 - February 2013
Job Analytics Consultant at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage April 2014 - Present
YMCA February 2002 - Present
Wells Fargo Home Mortgage February 2013 - April 2014
Wells Fargo Advisors October 2008 - February 2013
A.G. Edwards & Sons June 2006 - October 2008
Skills
Strategic Financial..., Customer Service, Accounting, Account Reconciliation, Problem Analysis, Escalation Resolution, Policy, Risk Management, Management, Training, Microsoft Excel, Tax, Internal Audit, Analysis, Auditing, Financial Planning
Education
University of Missouri-Saint Louis
Masters, Accounting
University of Missouri-Saint Louis
Bachelor of Science, Accounting
Crystal City Highschool
Wells Fargo Home Mortgage April 2014 - Present
YMCA February 2002 - Present
Wells Fargo Home Mortgage February 2013 - April 2014
Wells Fargo Advisors October 2008 - February 2013
A.G. Edwards & Sons June 2006 - October 2008
Skills
Strategic Financial..., Customer Service, Accounting, Account Reconciliation, Problem Analysis, Escalation Resolution, Policy, Risk Management, Management, Training, Microsoft Excel, Tax, Internal Audit, Analysis, Auditing, Financial Planning
Education
University of Missouri-Saint Louis
Masters, Accounting
University of Missouri-Saint Louis
Bachelor of Science, Accounting
Crystal City Highschool
Melyssa Doerr's Wells Fargo Advisors Experience May 2013 - April 2015
Job Recruiter at Aureus
Industry Marketing and Advertising
Experience
Aureus Medical Group April 2015 - Present
Wells Fargo Advisors May 2013 - April 2015
Prairie Life Fitness September 2007 - March 2015
Cox Classic presented by Lexus of Omaha May 2012 - August 2012
Skills
Social Media, Customer Service, Marketing, Social Networking, Recruiting, Microsoft Word, Sales, Microsoft Excel, Social Media Marketing, Time Management, Event Planning, Microsoft Office, Networking, Public Speaking, Goal Oriented, Fundraising, Marketing Communications, PowerPoint, Event Management, Access, Microsoft Publisher
Education
University of Nebraska at Omaha 2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, Graduate
Aureus Medical Group April 2015 - Present
Wells Fargo Advisors May 2013 - April 2015
Prairie Life Fitness September 2007 - March 2015
Cox Classic presented by Lexus of Omaha May 2012 - August 2012
Skills
Social Media, Customer Service, Marketing, Social Networking, Recruiting, Microsoft Word, Sales, Microsoft Excel, Social Media Marketing, Time Management, Event Planning, Microsoft Office, Networking, Public Speaking, Goal Oriented, Fundraising, Marketing Communications, PowerPoint, Event Management, Access, Microsoft Publisher
Education
University of Nebraska at Omaha 2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, Graduate
Christopher Toth Christopher Toth's Wells Fargo Advisors Experience January 1999 - January 2014
Job Senior Vice President Wealth Management, CFP ® UBS Financial Services Inc
Industry Financial Services
Experience
UBS January 2014 - Present
Wells Fargo Advisors January 1999 - January 2014
Skills
Series 7, Series 63, Series 65, Certified Financial...
Education
University of Nebraska-Lincoln 1988 — 1992
UBS January 2014 - Present
Wells Fargo Advisors January 1999 - January 2014
Skills
Series 7, Series 63, Series 65, Certified Financial...
Education
University of Nebraska-Lincoln 1988 — 1992
Angel Deering Angel Deering's Wells Fargo Advisors Experience March 2012 - 2012
Job Office Manager at Wasatch Speech and Language Center
Industry Environmental Services
Experience
Wasatch Speech and Language Center September 2014 - April 2015
Orkin Pest Control June 2011 - August 2014
Orkin Pest Control June 2011 - August 2014
AMRAP Nutrition 2014 - 2014
Wells Fargo Advisors March 2012 - 2012
Paradise Falls Missoula, MT July 2007 - December 2011
Skills
Business Communications, Sales Operations, Account Management, Accounts Receivable, Microsoft Office, Customer Service, Telephone Skills, Customer Satisfaction, Collections, Time Management, Customer Retention, Inventory Management, Sales, Team Building, Sales Management, Marketing, Leadership, Management, Strategic Planning
Education
University of Montana 2015 — 2017
Radiology Technologist, Medical Radiologic Technology/Science - Radiation Therapist
Department of Agriculture in Boise ID 2013 — 2013
GP Applicators License, Environmental Science
The University of Montana 2007 — 2010
Associate's degree, Communication, General
Wasatch Speech and Language Center September 2014 - April 2015
Orkin Pest Control June 2011 - August 2014
Orkin Pest Control June 2011 - August 2014
AMRAP Nutrition 2014 - 2014
Wells Fargo Advisors March 2012 - 2012
Paradise Falls Missoula, MT July 2007 - December 2011
Skills
Business Communications, Sales Operations, Account Management, Accounts Receivable, Microsoft Office, Customer Service, Telephone Skills, Customer Satisfaction, Collections, Time Management, Customer Retention, Inventory Management, Sales, Team Building, Sales Management, Marketing, Leadership, Management, Strategic Planning
Education
University of Montana 2015 — 2017
Radiology Technologist, Medical Radiologic Technology/Science - Radiation Therapist
Department of Agriculture in Boise ID 2013 — 2013
GP Applicators License, Environmental Science
The University of Montana 2007 — 2010
Associate's degree, Communication, General
Connie Greenwood, CFP®, MBA, ADPA®'s Wells Fargo Advisors Experience 2005 - Present
Job Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors 2005 - Present
Morgan Stanley Dean Witter 1993 - 2005
Skills
Financial Analysis, Investments, Retirement Planning, Financial Services, Retirement, Finance, Asset Allocation, Project Management, Wealth Management, Series 7, Issue Identification, Securities
Education
University of Washington
MBA, Business Administration, Finance
American College
CFP®
University of Nebraska-Lincoln
BA, Psychology, Sociology
Insurance Industry - by State
Insurance licenses
Securities Industry
Securities Registrations
Wells Fargo Advisors 2005 - Present
Morgan Stanley Dean Witter 1993 - 2005
Skills
Financial Analysis, Investments, Retirement Planning, Financial Services, Retirement, Finance, Asset Allocation, Project Management, Wealth Management, Series 7, Issue Identification, Securities
Education
University of Washington
MBA, Business Administration, Finance
American College
CFP®
University of Nebraska-Lincoln
BA, Psychology, Sociology
Insurance Industry - by State
Insurance licenses
Securities Industry
Securities Registrations
John Leveritt John Leveritt's Wells Fargo Advisors Experience 2014 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors 2014 - Present
Merrill Lynch 2011 - 2014
Skills
Retirement Planning, Investments, Company 401k's, Estate Investment..., IRA & IRA Rollovers, Asset Allocation, Financial Advisory
Education
University of Nevada-Las Vegas
Bachelor of Science, Business Administration and Management
Wells Fargo Advisors 2014 - Present
Merrill Lynch 2011 - 2014
Skills
Retirement Planning, Investments, Company 401k's, Estate Investment..., IRA & IRA Rollovers, Asset Allocation, Financial Advisory
Education
University of Nevada-Las Vegas
Bachelor of Science, Business Administration and Management
Tom Umberger Tom Umberger's Wells Fargo Advisors Experience January 1977 - Present
Job Senior Vice President Investment at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 1977 - Present
Skills
Mutual Funds, Retirement Planning, Asset Allocation, Securities, Banking, Credit, Fixed Income, Loans, Alternative Investments, Investment Advisory, Mortgage Lending
Education
University of Nebraska-Lincoln
Bachelor of Science
Wells Fargo Advisors January 1977 - Present
Skills
Mutual Funds, Retirement Planning, Asset Allocation, Securities, Banking, Credit, Fixed Income, Loans, Alternative Investments, Investment Advisory, Mortgage Lending
Education
University of Nebraska-Lincoln
Bachelor of Science
Brent Reimers Brent Reimers's Wells Fargo Advisors Experience December 1995 - Present
Job Senior VicePresident / Investment Officer; Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors December 1995 - Present
Wood Logan Distributors April 1993 - November 1995
Skills
Investments, Finance, Financial Risk, Asset Allocation, Securities, Sales Operations, Venture Capital, Fixed Annuities, Financial Analysis, 401(k) Rollovers, Retirement Planning, Management, Insurance, Leadership, Fixed Income, Alternative Investments, Liquidity Management, Hedge Funds
Education
University of Nebraska-Lincoln 1986 — 1990
Lincoln East High School 1984 — 1986
Wells Fargo Advisors December 1995 - Present
Wood Logan Distributors April 1993 - November 1995
Skills
Investments, Finance, Financial Risk, Asset Allocation, Securities, Sales Operations, Venture Capital, Fixed Annuities, Financial Analysis, 401(k) Rollovers, Retirement Planning, Management, Insurance, Leadership, Fixed Income, Alternative Investments, Liquidity Management, Hedge Funds
Education
University of Nebraska-Lincoln 1986 — 1990
Lincoln East High School 1984 — 1986
Sunny (A.) Islam Sunny (A.) Islam's Wells Fargo Advisors Experience September 2012 - September 2015
Job Securities Ops Service Spec III at Wells Fargo Advisors
Industry Financial Services
Experience
Development Company (Name is coming up) September 2015 - Present
Wells Fargo Advisors September 2012 - September 2015
Wells Fargo Advisors January 2012 - September 2012
Forest Pharmaceuticals December 2011 - January 2012
Wells Fargo Advisors September 2011 - October 2011
Wells Fargo Advisors May 2011 - August 2011
MBR Management Corporation June 2009 - May 2011
University of Missouri-St. Louis January 2007 - May 2009
Schnuck Markets, Inc. June 2005 - July 2006
Scottrade Center November 2004 - June 2005
Skills
Business Networking, Problem Solving, Excel, Research, Investments, Customer Service, Financial Analysis, Business Analysis, Outlook, Customer Relations, PowerPoint, Word, Team Building, Strategic Planning, Microsoft Office, Forecasting, Data Analysis, Analysis, Planning, Financial Reporting, Risk Management, Accounting, Social Networking
Education
University of Missouri-Saint Louis 2006 — 2010
BSBA-Finance, General Business, Finance, Marketing
Soldan International Studies High School 2003 — 2005
High School Diploma, General/Business
Development Company (Name is coming up) September 2015 - Present
Wells Fargo Advisors September 2012 - September 2015
Wells Fargo Advisors January 2012 - September 2012
Forest Pharmaceuticals December 2011 - January 2012
Wells Fargo Advisors September 2011 - October 2011
Wells Fargo Advisors May 2011 - August 2011
MBR Management Corporation June 2009 - May 2011
University of Missouri-St. Louis January 2007 - May 2009
Schnuck Markets, Inc. June 2005 - July 2006
Scottrade Center November 2004 - June 2005
Skills
Business Networking, Problem Solving, Excel, Research, Investments, Customer Service, Financial Analysis, Business Analysis, Outlook, Customer Relations, PowerPoint, Word, Team Building, Strategic Planning, Microsoft Office, Forecasting, Data Analysis, Analysis, Planning, Financial Reporting, Risk Management, Accounting, Social Networking
Education
University of Missouri-Saint Louis 2006 — 2010
BSBA-Finance, General Business, Finance, Marketing
Soldan International Studies High School 2003 — 2005
High School Diploma, General/Business
Patrick Larson Patrick Larson's Wells Fargo Advisors Experience November 2008 - July 2011
Job ETL Developer
Industry Financial Services
Experience
Wells Fargo Home Mortgage August 2011 - Present
Wells Fargo Advisors November 2008 - July 2011
A.G. Edwards & Sons, Inc. September 2006 - November 2008
A.G. Edwards & Sons, Inc. March 2005 - July 2007
A.G. Edwards & Sons, Inc. March 2003 - March 2005
A.G. Edwards & Sons, Inc. February 2001 - March 2003
A.G. Edwards & Sons, Inc. June 1997 - January 2001
May Merchandising Company June 1993 - May 1997
Central Hardware Inc. May 1990 - June 1993
A.G. Edwards & Sons, Inc. January 1987 - May 1990
Skills
DB2, COBOL, ETL, Oracle, Unix, SQL, Teradata, Microfocus, Datastage 8.1, Informatica, Informix, Perl, Testing, Mainframe, Software Development
Education
University of Missouri-Saint Louis 1980 — 1985
BSBA, Management Information Systems and Management and Organizational Behavior, Management Information Systems, General
Wells Fargo Home Mortgage August 2011 - Present
Wells Fargo Advisors November 2008 - July 2011
A.G. Edwards & Sons, Inc. September 2006 - November 2008
A.G. Edwards & Sons, Inc. March 2005 - July 2007
A.G. Edwards & Sons, Inc. March 2003 - March 2005
A.G. Edwards & Sons, Inc. February 2001 - March 2003
A.G. Edwards & Sons, Inc. June 1997 - January 2001
May Merchandising Company June 1993 - May 1997
Central Hardware Inc. May 1990 - June 1993
A.G. Edwards & Sons, Inc. January 1987 - May 1990
Skills
DB2, COBOL, ETL, Oracle, Unix, SQL, Teradata, Microfocus, Datastage 8.1, Informatica, Informix, Perl, Testing, Mainframe, Software Development
Education
University of Missouri-Saint Louis 1980 — 1985
BSBA, Management Information Systems and Management and Organizational Behavior, Management Information Systems, General
John T Holcombe John T Holcombe's Wells Fargo Advisors Experience 2003 - 2006
Job Private Wealth Advisor
Industry Financial Services
Experience
TriCor Financial LLC January 2012 - Present
Morgan Stanley 2011 - 2011
Wells Fargo Advisors 2003 - 2006
Merrill Lynch 1998 - 2002
Skills
Series 7, Series 66, Securities, Annuities, Investments, Asset Management, Wealth Management, Financial Planning, Retirement Planning, Portfolio Management, Customer Relations, Asset Allocation, Mutual Funds, Financial Advisory, Investment Strategies, Estate Planning, Insurance, Strategic Financial..., Fixed Annuities, Uniform Combined State..., Customer Service, Financial Analysis, Financial Risk, Wealth Management..., Finance, Life Insurance, Financial Planners, Investment Advisory, Retirement, IRAs, Variable Annuities, Series 63, Series 65, FINRA, 401k, Alternative Investments
Education
University of Nevada Las Vegas Lee Business School 1993 — 1998
BS, Finance
TriCor Financial LLC January 2012 - Present
Morgan Stanley 2011 - 2011
Wells Fargo Advisors 2003 - 2006
Merrill Lynch 1998 - 2002
Skills
Series 7, Series 66, Securities, Annuities, Investments, Asset Management, Wealth Management, Financial Planning, Retirement Planning, Portfolio Management, Customer Relations, Asset Allocation, Mutual Funds, Financial Advisory, Investment Strategies, Estate Planning, Insurance, Strategic Financial..., Fixed Annuities, Uniform Combined State..., Customer Service, Financial Analysis, Financial Risk, Wealth Management..., Finance, Life Insurance, Financial Planners, Investment Advisory, Retirement, IRAs, Variable Annuities, Series 63, Series 65, FINRA, 401k, Alternative Investments
Education
University of Nevada Las Vegas Lee Business School 1993 — 1998
BS, Finance
Alex Johns Alex Johns's Wells Fargo Advisors Experience March 2010 - June 2010
Job Student at University of NevadaReno
Industry Sports
Experience
Folsom Cordova Unified School District June 2010 - August 2013
Wells Fargo Advisors March 2010 - June 2010
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Teamwork, Social Media, Critical Thinking
Education
University of Nevada-Reno 2011 — 2015
Folsom Cordova Unified School District June 2010 - August 2013
Wells Fargo Advisors March 2010 - June 2010
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Teamwork, Social Media, Critical Thinking
Education
University of Nevada-Reno 2011 — 2015
Dalton Maffett's Wells Fargo Advisors Experience April 2007 - September 2011
Job Payroll Sales Manager
Industry Computer Software
Experience
Intuit April 2014 - Present
Intuit Payroll September 2011 - Present
Wells Fargo Advisors April 2007 - September 2011
Edward Jones April 2010 - April 2011
Skills
Employee Engagement, Talent Management, Microsoft Office, Networking, Employee Management, Interviews, New Business Development, Market Analysis, Strategic Planning, Customer Service, Management, Project Management, HR Policies, Microsoft Excel, CRM, Team Building, SaaS, Cross-functional Team..., Process Improvement, Account Management, Leadership, Team Leadership
Education
University of Nevada-Reno 1995 — 2000
UNR
Intuit April 2014 - Present
Intuit Payroll September 2011 - Present
Wells Fargo Advisors April 2007 - September 2011
Edward Jones April 2010 - April 2011
Skills
Employee Engagement, Talent Management, Microsoft Office, Networking, Employee Management, Interviews, New Business Development, Market Analysis, Strategic Planning, Customer Service, Management, Project Management, HR Policies, Microsoft Excel, CRM, Team Building, SaaS, Cross-functional Team..., Process Improvement, Account Management, Leadership, Team Leadership
Education
University of Nevada-Reno 1995 — 2000
UNR
Dave Peppenger Dave Peppenger's Wells Fargo Advisors Experience August 2013 - Present
Job Financial Advisor at Wells Fargo Financial Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors August 2013 - Present
Skills
Customer Service, Strategic Planning, Team Building, Sales Management, Team Leadership, Microsoft Office, Risk Management, Process Improvement, Customer Satisfaction, Sales, Marketing Strategy, Project Management, Online Marketing, Business Development, Business Analysis, Management, Social Media Marketing, Leadership, Investments, Finance, Social Media, Marketing
Education
The University of Montana 1992 — 1995
Bachelor's degree, Business Administration and Management, finance
University of Montana
Wells Fargo Advisors August 2013 - Present
Skills
Customer Service, Strategic Planning, Team Building, Sales Management, Team Leadership, Microsoft Office, Risk Management, Process Improvement, Customer Satisfaction, Sales, Marketing Strategy, Project Management, Online Marketing, Business Development, Business Analysis, Management, Social Media Marketing, Leadership, Investments, Finance, Social Media, Marketing
Education
The University of Montana 1992 — 1995
Bachelor's degree, Business Administration and Management, finance
University of Montana
Rebecca Polhamus Rebecca Polhamus's Wells Fargo Advisors Experience January 2008 - December 2009
Job Guthy Renker
Industry Marketing and Advertising
Experience
GuthyRenker November 2012 - Present
First Citizens Bank January 2010 - November 2012
Wells Fargo Advisors January 2008 - December 2009
RBC Bank July 2000 - October 2007
Skills
Small Business Lending, Loans, Credit, Banking, Retirement Planning, Branch Management, Credit Analysis, Wealth Management, Commercial Banking, Portfolio Management, Estate Planning, Investments, Strategic Financial..., Retail Banking
Education
University of North Carolina at Asheville 1993 — 1999
Bachelor's degree, Marketing/Marketing Management, General
GuthyRenker November 2012 - Present
First Citizens Bank January 2010 - November 2012
Wells Fargo Advisors January 2008 - December 2009
RBC Bank July 2000 - October 2007
Skills
Small Business Lending, Loans, Credit, Banking, Retirement Planning, Branch Management, Credit Analysis, Wealth Management, Commercial Banking, Portfolio Management, Estate Planning, Investments, Strategic Financial..., Retail Banking
Education
University of North Carolina at Asheville 1993 — 1999
Bachelor's degree, Marketing/Marketing Management, General
Anna Cotton, CPC, CTS Anna Cotton, CPC, CTS's Wells Fargo Advisors Experience October 2008 - June 2010
Job Division Manager/Direct Hire Search Consultant at ResourceMFG Search Group
Industry Human Resources
Experience
ResourceMFG Search Group at Employbridge July 2015 - Present
ResourceMFG Search Group at Employbridge February 2015 - July 2015
IBM July 2013 - February 2015
Greene Resources July 2010 - July 2013
Wells Fargo Advisors October 2008 - June 2010
Wachovia Securities, LLC May 2007 - October 2008
Skills
Contract Recruitment, Public Speaking, Marketing, Talent Acquisition, Internet Recruiting, Temporary Placement, Training, PowerPoint, Social Media, Recruiting, Leadership, Microsoft Office, Applicant Tracking..., Human Resources, Talent Management, Employee Relations, Employee Benefits, Management, Interviews, Screening, CRM, Payroll, Team Building, Benefits Administration, Technical Recruiting, Onboarding, College Recruiting
Education
University of North Carolina at Chapel Hill
Journalism & Mass Communication, Public Relations
ResourceMFG Search Group at Employbridge July 2015 - Present
ResourceMFG Search Group at Employbridge February 2015 - July 2015
IBM July 2013 - February 2015
Greene Resources July 2010 - July 2013
Wells Fargo Advisors October 2008 - June 2010
Wachovia Securities, LLC May 2007 - October 2008
Skills
Contract Recruitment, Public Speaking, Marketing, Talent Acquisition, Internet Recruiting, Temporary Placement, Training, PowerPoint, Social Media, Recruiting, Leadership, Microsoft Office, Applicant Tracking..., Human Resources, Talent Management, Employee Relations, Employee Benefits, Management, Interviews, Screening, CRM, Payroll, Team Building, Benefits Administration, Technical Recruiting, Onboarding, College Recruiting
Education
University of North Carolina at Chapel Hill
Journalism & Mass Communication, Public Relations
Cullen Clark's Wells Fargo Advisors Experience 2010 - 2012
Job Management Consultant Financial Services Advisory at Ernst & Young
Industry Financial Services
Experience
Ernst & Young 2013 - Present
Wells Fargo & Co. 2012 - 2013
Wells Fargo Advisors 2010 - 2012
Bank of America Merrill Lynch June 2009 - August 2009
Skills
Series 7, Series 66, Retirement, Financial Advisory, Financial Modeling
Education
University of North Carolina at Chapel Hill 2006 — 2010
Economics and Entrepreneurship
Ernst & Young 2013 - Present
Wells Fargo & Co. 2012 - 2013
Wells Fargo Advisors 2010 - 2012
Bank of America Merrill Lynch June 2009 - August 2009
Skills
Series 7, Series 66, Retirement, Financial Advisory, Financial Modeling
Education
University of North Carolina at Chapel Hill 2006 — 2010
Economics and Entrepreneurship
Jon Springer Jon Springer's Wells Fargo Advisors Experience 2009 - 2011
Job Financial Advisor with US Bancorp Investments Inc.
Industry Investment Management
Experience
US Bancorp Investments Inc. 2011 - Present
Wells Fargo Advisors 2009 - 2011
First National Bank of Omaha 2001 - 2009
Skills
Investments, Strategic Financial..., Series 7, Wealth Management, Uniform Combined State..., Strategic Planning, Sales, Team Building
Education
University of Nebraska at Omaha
Bachelor of Science (B.S.), Finance, General
US Bancorp Investments Inc. 2011 - Present
Wells Fargo Advisors 2009 - 2011
First National Bank of Omaha 2001 - 2009
Skills
Investments, Strategic Financial..., Series 7, Wealth Management, Uniform Combined State..., Strategic Planning, Sales, Team Building
Education
University of Nebraska at Omaha
Bachelor of Science (B.S.), Finance, General
Catherine Nason's Wells Fargo Advisors Experience July 2015 - Present
Job Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors July 2015 - Present
Belk September 2012 - Present
Belk June 2014 - June 2015
Belk June 2012 - September 2012
University of North Carolina at Chapel Hill September 2010 - May 2012
University of North Carolina at Chapel Hill August 2008 - May 2012
Charlotte Sports Foundation May 2011 - August 2011
ESPN May 2010 - August 2010
Wachovia Wealth Management, Inc. January 2008 - May 2008
Skills
Event Planning, Social Media, Communication, E-commerce, Microsoft Excel, Facebook, Trend Analysis, Building Relationships, Problem Management, Creative Strategy, Retail, Marketing, Sponsorship, Customer Service, Foresight, Event Management, Public Relations, PowerPoint, Organization
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2012
Bachelor of Science in Business Administration, SPIN Selling Certification
University of North Carolina at Chapel Hill 2008 — 2012
Bachelor of Science in Business Administration, Marketing and Sales Cocentration
Gaston Day School 1999 — 2008
High School Diploma
Wells Fargo Advisors July 2015 - Present
Belk September 2012 - Present
Belk June 2014 - June 2015
Belk June 2012 - September 2012
University of North Carolina at Chapel Hill September 2010 - May 2012
University of North Carolina at Chapel Hill August 2008 - May 2012
Charlotte Sports Foundation May 2011 - August 2011
ESPN May 2010 - August 2010
Wachovia Wealth Management, Inc. January 2008 - May 2008
Skills
Event Planning, Social Media, Communication, E-commerce, Microsoft Excel, Facebook, Trend Analysis, Building Relationships, Problem Management, Creative Strategy, Retail, Marketing, Sponsorship, Customer Service, Foresight, Event Management, Public Relations, PowerPoint, Organization
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2012
Bachelor of Science in Business Administration, SPIN Selling Certification
University of North Carolina at Chapel Hill 2008 — 2012
Bachelor of Science in Business Administration, Marketing and Sales Cocentration
Gaston Day School 1999 — 2008
High School Diploma
Gary Quintinsky Gary Quintinsky's Wells Fargo Advisors Experience July 1999 - April 2004
Job vice president at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group July 2005 - Present
Gary Quintinsky advisors February 1990 - Present
Wells Fargo Advisors July 1999 - April 2004
Skills
Financial Planning, Financial Analysis, Financial Reporting, Financial Modeling, Financial Management, Financial Accounting, Project Finance
Education
University of Nebraska-Lincoln 1987 — 1992
Bachelor's degree, Finance, General
University of Nebraska-Lincoln 1987 — 1992
Bachelor's degree, Finance, General
University of Nebraska-Lincoln
Principal Financial Group July 2005 - Present
Gary Quintinsky advisors February 1990 - Present
Wells Fargo Advisors July 1999 - April 2004
Skills
Financial Planning, Financial Analysis, Financial Reporting, Financial Modeling, Financial Management, Financial Accounting, Project Finance
Education
University of Nebraska-Lincoln 1987 — 1992
Bachelor's degree, Finance, General
University of Nebraska-Lincoln 1987 — 1992
Bachelor's degree, Finance, General
University of Nebraska-Lincoln
Carter Murphy Carter Murphy's Wells Fargo Advisors Experience April 2014 - Present
Job Business Systems Consultant
Industry Information Technology and Services
Experience
Wells Fargo Advisors April 2014 - Present
Wells Fargo Advisors September 2013 - April 2014
Bank of America May 2013 - August 2013
Archway Marketing Services May 2012 - May 2013
ettain group March 2012 - May 2012
Karat Patch Jewelry 2010 - 2012
CM Loops to Dangle July 2006 - August 2010
Skills
Social Media Marketing, Website Development, Online Marketing, Digital Photography, Email Marketing, Social Media, Advertising, SEO, Budgets, Sales, New Business Development, Marketing Strategy, Project Management
Education
University of North Carolina at Chapel Hill
Bachelor of Arts (BA), Political Science and Government
Wells Fargo Advisors April 2014 - Present
Wells Fargo Advisors September 2013 - April 2014
Bank of America May 2013 - August 2013
Archway Marketing Services May 2012 - May 2013
ettain group March 2012 - May 2012
Karat Patch Jewelry 2010 - 2012
CM Loops to Dangle July 2006 - August 2010
Skills
Social Media Marketing, Website Development, Online Marketing, Digital Photography, Email Marketing, Social Media, Advertising, SEO, Budgets, Sales, New Business Development, Marketing Strategy, Project Management
Education
University of North Carolina at Chapel Hill
Bachelor of Arts (BA), Political Science and Government
Barbara Huffman Barbara Huffman's Wells Fargo Advisors Experience 1999 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors 1999 - Present
Skills
Retirement Planning, Investments, Finance, Mutual Funds, Loans, Public Speaking, Financial Analysis, Team Building, Coaching, Retirement, Business Development
Education
University of North Carolina at Chapel Hill 1976 — 1981
BS, Buisness Administration
Wells Fargo Advisors 1999 - Present
Skills
Retirement Planning, Investments, Finance, Mutual Funds, Loans, Public Speaking, Financial Analysis, Team Building, Coaching, Retirement, Business Development
Education
University of North Carolina at Chapel Hill 1976 — 1981
BS, Buisness Administration
Aaron Landry, CFP® CIMA Aaron Landry, CFP® CIMA's Wells Fargo Advisors Experience March 1995 - Present
Job Managing Director Market Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 1995 - Present
Wachovia Securities (Wells Fargo Advisors Legacy Firm) 2003 - 2007
Prudential Securities (Wells Fargo Advisors Legacy Firm) 1999 - 2003
Prudential Securities (Wells Fargo Advisors Legacy Firm) 1995 - 1999
Skills
Mutual Funds, Retirement Planning, Investments, Financial Services, Equities, Asset Allocation, Strategic Planning
Education
University of North Carolina at Chapel Hill 1990 — 1994
Bachelor of Arts (BA), Economics
Beaver Creek High School
Wells Fargo Advisors March 1995 - Present
Wachovia Securities (Wells Fargo Advisors Legacy Firm) 2003 - 2007
Prudential Securities (Wells Fargo Advisors Legacy Firm) 1999 - 2003
Prudential Securities (Wells Fargo Advisors Legacy Firm) 1995 - 1999
Skills
Mutual Funds, Retirement Planning, Investments, Financial Services, Equities, Asset Allocation, Strategic Planning
Education
University of North Carolina at Chapel Hill 1990 — 1994
Bachelor of Arts (BA), Economics
Beaver Creek High School
Wael Malhas Wael Malhas's Wells Fargo Advisors Experience October 2014 - Present
Job Distribution Consultant at Wells Fargo Advisors
Industry Banking
Experience
Wells Fargo Advisors October 2014 - Present
Wells Fargo October 2013 - October 2014
Flag World Company August 2004 - August 2014
Skills
401K Distributions, 401k Rollovers, Management, Teamwork, Banking, Customer Service, Sales, Customer Satisfaction, Retail, Business Development, Negotiation, Microsoft Office, Team Building, Market Research, Relationship Management, Cross Selling, Strategic Planning, Credit, Business Planning, Team Management, Leadership, PowerPoint, Time Management, Sales Management, Public Speaking, Team Leadership, English, Trade Finance, Commercial Banking, Retail Banking, Research, Public Relations, Inventory Management, Business Strategy, Marketing Research, Account Management, Windows, Event Management, Branch Banking, Credit Risk, Credit Cards, Product Development, Cash Management, Editing, Accounting, Marketing Management, Merchandising, Strategy, Training, Profit
Education
University of Missouri-Saint Louis 2008 — 2012
Bachelor of Science Business Administration, International Business and Marketing
Wells Fargo Advisors October 2014 - Present
Wells Fargo October 2013 - October 2014
Flag World Company August 2004 - August 2014
Skills
401K Distributions, 401k Rollovers, Management, Teamwork, Banking, Customer Service, Sales, Customer Satisfaction, Retail, Business Development, Negotiation, Microsoft Office, Team Building, Market Research, Relationship Management, Cross Selling, Strategic Planning, Credit, Business Planning, Team Management, Leadership, PowerPoint, Time Management, Sales Management, Public Speaking, Team Leadership, English, Trade Finance, Commercial Banking, Retail Banking, Research, Public Relations, Inventory Management, Business Strategy, Marketing Research, Account Management, Windows, Event Management, Branch Banking, Credit Risk, Credit Cards, Product Development, Cash Management, Editing, Accounting, Marketing Management, Merchandising, Strategy, Training, Profit
Education
University of Missouri-Saint Louis 2008 — 2012
Bachelor of Science Business Administration, International Business and Marketing
Lyanne Perez Lyanne Perez's Wells Fargo Advisors Experience June 2013 - Present
Job Intern at Wells Fargo Advisors
Industry Marketing and Advertising
Experience
Wells Fargo Advisors June 2013 - Present
The National Archives April 2010 - May 2012
Skills
Data Analysis, Graphic Design, Branding & Identity, Marketing, Adobe Creative Suite
Education
University of Missouri-Saint Louis 2009 — 2013
Bachelor's degree, Marketing
Wells Fargo Advisors June 2013 - Present
The National Archives April 2010 - May 2012
Skills
Data Analysis, Graphic Design, Branding & Identity, Marketing, Adobe Creative Suite
Education
University of Missouri-Saint Louis 2009 — 2013
Bachelor's degree, Marketing
Tim L Minert Tim L Minert's Wells Fargo Advisors Experience April 2000 - December 2001
Job President PushButton Solutions a Redhead Consultants Company
Industry Financial Services
Experience
Push-Button Solutions June 2013 - Present
Redhead Consultants December 2004 - Present
Quadron Data Solutions October 2013 - August 2014
Redtail Technology December 2004 - June 2013
Redtail Technology December 2004 - June 2013
Top 20 Broker Dealer December 2001 - April 2013
Large Individually Owned Broker Dealer December 2001 - November 2004
Wells Fargo Advisors April 2000 - December 2001
Peacock, Hislop November 1987 - April 2000
Paine Webber December 1986 - October 1987
Skills
Series 24, Customer Relations, Financial Advisory, Fixed Income, Trading
Education
University of Nebraska-Lincoln 1981 — 1986
Ag Economics, Economics
Push-Button Solutions June 2013 - Present
Redhead Consultants December 2004 - Present
Quadron Data Solutions October 2013 - August 2014
Redtail Technology December 2004 - June 2013
Redtail Technology December 2004 - June 2013
Top 20 Broker Dealer December 2001 - April 2013
Large Individually Owned Broker Dealer December 2001 - November 2004
Wells Fargo Advisors April 2000 - December 2001
Peacock, Hislop November 1987 - April 2000
Paine Webber December 1986 - October 1987
Skills
Series 24, Customer Relations, Financial Advisory, Fixed Income, Trading
Education
University of Nebraska-Lincoln 1981 — 1986
Ag Economics, Economics
Jason M. Lombardo Jason M. Lombardo's Wells Fargo Advisors Experience May 2006 - Present
Job Senior Vice President Investments, Tylavsky & Lombardo Investment Group of Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors May 2006 - Present
Skills
Retirement, Retirement Planning, Investments
Education
University of Nebraska at Omaha
Wells Fargo Advisors May 2006 - Present
Skills
Retirement, Retirement Planning, Investments
Education
University of Nebraska at Omaha
Marcus Deckert Marcus Deckert's Wells Fargo Advisors Experience 2010 - 2010
Job Actuarial Manager at Pekin Insurance
Industry Insurance
Experience
Pekin Insurance January 2015 - Present
Nautilus Insurance Group May 2013 - January 2015
Pekin Insurance February 2010 - May 2013
Wells Fargo Advisors 2010 - 2010
Skills
Property & Casualty..., Insurance, General Insurance, Casualty, Commercial Lines, Commercial Insurance, Liability, Workers Compensation, Reinsurance
Education
University of Missouri-Saint Louis 2004 — 2008
Bachelor of Science (BS), Economics
Oakville Senior High School 2000 — 2004
Pekin Insurance January 2015 - Present
Nautilus Insurance Group May 2013 - January 2015
Pekin Insurance February 2010 - May 2013
Wells Fargo Advisors 2010 - 2010
Skills
Property & Casualty..., Insurance, General Insurance, Casualty, Commercial Lines, Commercial Insurance, Liability, Workers Compensation, Reinsurance
Education
University of Missouri-Saint Louis 2004 — 2008
Bachelor of Science (BS), Economics
Oakville Senior High School 2000 — 2004
Paul D. Morris Paul D. Morris's Wells Fargo Advisors Experience December 2010 - Present
Job Wells Fargo Advisors, Financial Advisor, MBA
Industry Financial Services
Experience
Wells Fargo Advisors December 2010 - Present
Skills
Finance, Bonds, Risk Management, Financial Services, Roth IRA, Retirement Savings, Traditional IRA, Municipal Bonds, Long Term Care Insurance, Retirement Planning, Planned Giving, Mutual Funds, 529 Plans, Options, Personal Finance, Wealth Accumulation, College Savings Plans, ETFs, 401k Rollovers, Long-term Care, Life Insurance, Financial Advisor, Financial Goals, Life & Health Insurance..., High Net Worth..., Qualified Retirement..., Income Protection, Fixed Income, Retirement Plan..., Investments, Securities
Education
University of North Alabama 2005 — 2008
MBA, Finance and Marketing
University of North Alabama 1981 — 1989
BS, Business Management
COFFEE HIGH SCHOOL 1977 — 1981
9th-12th
Wells Fargo Advisors December 2010 - Present
Skills
Finance, Bonds, Risk Management, Financial Services, Roth IRA, Retirement Savings, Traditional IRA, Municipal Bonds, Long Term Care Insurance, Retirement Planning, Planned Giving, Mutual Funds, 529 Plans, Options, Personal Finance, Wealth Accumulation, College Savings Plans, ETFs, 401k Rollovers, Long-term Care, Life Insurance, Financial Advisor, Financial Goals, Life & Health Insurance..., High Net Worth..., Qualified Retirement..., Income Protection, Fixed Income, Retirement Plan..., Investments, Securities
Education
University of North Alabama 2005 — 2008
MBA, Finance and Marketing
University of North Alabama 1981 — 1989
BS, Business Management
COFFEE HIGH SCHOOL 1977 — 1981
9th-12th
Stefan Bugajny Stefan Bugajny's Wells Fargo Advisors Experience June 1996 - May 2010
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2010 - Present
Wells Fargo Advisors June 1996 - May 2010
Kirkpatrick, Pettis, Smith, Polian September 1982 - June 1996
Education
University of Nebraska at Omaha
Bachelor's of Business
Ameriprise Financial Services, Inc. May 2010 - Present
Wells Fargo Advisors June 1996 - May 2010
Kirkpatrick, Pettis, Smith, Polian September 1982 - June 1996
Education
University of Nebraska at Omaha
Bachelor's of Business
Mike Zunini Mike Zunini's Wells Fargo Advisors Experience January 2008 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 2008 - Present
Skills
Retirement Planning, Investments, Strategic Planning, Asset Allocation, Mutual Funds, Retirement, Budgets, Financial Analysis, Financial Services, Insurance, IRAs, 401(k) Rollovers, Financial Advisory, Fixed Income Strategies, Investment Planning, Retirement Savings, Stock Analysis
Education
University of Nevada-Reno 1977 — 1984
B.S., Management
Wells Fargo Advisors January 2008 - Present
Skills
Retirement Planning, Investments, Strategic Planning, Asset Allocation, Mutual Funds, Retirement, Budgets, Financial Analysis, Financial Services, Insurance, IRAs, 401(k) Rollovers, Financial Advisory, Fixed Income Strategies, Investment Planning, Retirement Savings, Stock Analysis
Education
University of Nevada-Reno 1977 — 1984
B.S., Management
Brandon Faulkner Brandon Faulkner's Wells Fargo Advisors Experience September 2007 - September 2009
Job Program Manager / Operations Manager / Relationship Manager
Industry Nonprofit Organization Management
Experience
Stop Hunger Now 2010 - Present
Hicksboro Fire Department January 2008 - Present
Wells Fargo Advisors September 2007 - September 2009
RBC May 2005 - April 2007
Bank of America 2000 - 2005
Bank of America 2000 - 2005
Skills
Fundraising, Volunteer Management, Event Planning, Non-profits, Event Management, Volunteer Recruiting, Strategic Financial..., Budget, Inventory Management, Logistics Management, Warehouse Management, Banking, Corporate Events, Corporate Social..., Purchasing, Inventory Control
Education
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), Economics
Stop Hunger Now 2010 - Present
Hicksboro Fire Department January 2008 - Present
Wells Fargo Advisors September 2007 - September 2009
RBC May 2005 - April 2007
Bank of America 2000 - 2005
Bank of America 2000 - 2005
Skills
Fundraising, Volunteer Management, Event Planning, Non-profits, Event Management, Volunteer Recruiting, Strategic Financial..., Budget, Inventory Management, Logistics Management, Warehouse Management, Banking, Corporate Events, Corporate Social..., Purchasing, Inventory Control
Education
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), Economics
Tanya Frisbee Tanya Frisbee's Wells Fargo Advisors Experience October 2013 - Present
Job Financial Advisor, Associate Vice President Investments at Lewis Financial Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors October 2013 - Present
Wells Fargo Advisors January 2002 - October 2013
Skills
Life Insurance, IRAs, Client Services, Customer Service, Building Relationships, Variable Annuities, 401k Rollovers, Team Building, Marketing, Public Speaking, Retirement Savings, Long-term Care, Superior Client Service, Retirement Planning, Social Media, Multigenerational..., Financial Advisory, Educational Savings, Personal Budgeting, Credit
Education
University of North Carolina at Asheville
Bachelor of Arts (BA), English Literature
Enka High School 1989 — 1993
Wells Fargo Advisors October 2013 - Present
Wells Fargo Advisors January 2002 - October 2013
Skills
Life Insurance, IRAs, Client Services, Customer Service, Building Relationships, Variable Annuities, 401k Rollovers, Team Building, Marketing, Public Speaking, Retirement Savings, Long-term Care, Superior Client Service, Retirement Planning, Social Media, Multigenerational..., Financial Advisory, Educational Savings, Personal Budgeting, Credit
Education
University of North Carolina at Asheville
Bachelor of Arts (BA), English Literature
Enka High School 1989 — 1993
Ashley Morris's Wells Fargo Advisors Experience October 2002 - January 2008
Job Chief Executive Officer at Capriotti's Sandwich Shop, Inc.
Industry Restaurants
Experience
Capriotti's Sandwich Shop, Inc. January 2008 - Present
Wells Fargo Advisors October 2002 - January 2008
Skills
Strategic Planning, Corporate Finance, Restaurant Management, Franchising, Negotiation, Capital Raising, Food & Beverage, Portfolio Management, Mergers & Acquisitions, Finance, Management, Investments, Leadership, Retail, Sales, Social Media Marketing, Strategy, Team Building
Education
University of Nevada-Las Vegas 1997 — 2002
Bachelor of Science (BS), Corporate Finance
Capriotti's Sandwich Shop, Inc. January 2008 - Present
Wells Fargo Advisors October 2002 - January 2008
Skills
Strategic Planning, Corporate Finance, Restaurant Management, Franchising, Negotiation, Capital Raising, Food & Beverage, Portfolio Management, Mergers & Acquisitions, Finance, Management, Investments, Leadership, Retail, Sales, Social Media Marketing, Strategy, Team Building
Education
University of Nevada-Las Vegas 1997 — 2002
Bachelor of Science (BS), Corporate Finance
Terry Malawy Terry Malawy's Wells Fargo Advisors Experience October 2011 - June 2012
Job Financial IT Systems Professional
Industry Computer Software
Experience
Harris Computer Systems – Government e-Management Solutions (GEMS) July 2012 - Present
Wells Fargo Advisors October 2011 - June 2012
MasterCard May 2011 - September 2011
Thomson Reuters March 2007 - May 2011
Harris Computer Systems – Government e-Management Solutions (GEMS) October 1999 - February 2007
Circuit City, Inc. December 1991 - September 1999
Skills
Business Analysis, Web, Client/Server and..., Use Cases, Microsoft Applications, JAD Sessions, Microsoft SharePoint, Environments – C++,..., Experienced Business..., Consulting, SharePoint, Product Management, Project Management
Education
University of Missouri-Saint Louis
Bachelor of Science (B.S.), Accounting (Magna Cum Laude)
Harris Computer Systems – Government e-Management Solutions (GEMS) July 2012 - Present
Wells Fargo Advisors October 2011 - June 2012
MasterCard May 2011 - September 2011
Thomson Reuters March 2007 - May 2011
Harris Computer Systems – Government e-Management Solutions (GEMS) October 1999 - February 2007
Circuit City, Inc. December 1991 - September 1999
Skills
Business Analysis, Web, Client/Server and..., Use Cases, Microsoft Applications, JAD Sessions, Microsoft SharePoint, Environments – C++,..., Experienced Business..., Consulting, SharePoint, Product Management, Project Management
Education
University of Missouri-Saint Louis
Bachelor of Science (B.S.), Accounting (Magna Cum Laude)
Ben Boaz Ben Boaz's Wells Fargo Advisors Experience April 2011 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors April 2011 - Present
Carolina Partners Group October 2006 - April 2011
Carolina Leisure Co. 2003 - 2009
Newell Rubbermaid April 2002 - October 2006
Newell Rubbermaid April 2002 - October 2006
IBM 2000 - 2002
Rockett Burkhead & Winslow 1999 - 2000
Skills
Financial Services, Portfolio Management, Retirement Planning, Strategic Financial..., Asset Management, Financial Advisory, Investments, Investment Advisory, Mutual Funds, Estate Planning, Equities, Retirement, Life Insurance, Securities
Education
University of North Carolina at Chapel Hill 1996 — 2000
Bachelor of Arts (B.A.), Political Science; Journalism & Mass Communications
Wells Fargo Advisors April 2011 - Present
Carolina Partners Group October 2006 - April 2011
Carolina Leisure Co. 2003 - 2009
Newell Rubbermaid April 2002 - October 2006
Newell Rubbermaid April 2002 - October 2006
IBM 2000 - 2002
Rockett Burkhead & Winslow 1999 - 2000
Skills
Financial Services, Portfolio Management, Retirement Planning, Strategic Financial..., Asset Management, Financial Advisory, Investments, Investment Advisory, Mutual Funds, Estate Planning, Equities, Retirement, Life Insurance, Securities
Education
University of North Carolina at Chapel Hill 1996 — 2000
Bachelor of Arts (B.A.), Political Science; Journalism & Mass Communications
Susan Rasmussen Susan Rasmussen's Wells Fargo Advisors Experience August 2013 - October 2014
Job IT Director Web Services Operations at Charter Communications
Industry Information Technology and Services
Experience
Charter Communications June 2015 - Present
Greenbrier Holdings Inc. April 2011 - Present
Charter Communications October 2014 - June 2015
Wells Fargo Advisors August 2013 - October 2014
Essence Healthcare July 2011 - August 2013
Moso Health, LLC July 2012 - March 2013
Express Scripts September 2009 - April 2011
Centene Corporation November 2008 - August 2009
BJC HealthCare May 2006 - November 2008
Quest Diagnostics Inc April 1998 - April 2006
Skills
Project Management, Strategic Planning, Software Development, Process Design, Healthcare Information..., SDLC, HIPAA, Business Analysis, Vendor Management, SharePoint, Visio, Healthcare, Program Management, Integration, Agile Methodologies, Change Management, Software Project..., ITIL, Business Intelligence, Business Process..., Six Sigma, Cross-functional Team..., Leadership, Team Building, Quality Assurance, PMP, Project Portfolio..., Management, Software Documentation, Product Management, Information Technology, SQL, Web Services, IT Operations, IT Management, IT Strategy, Disaster Recovery, MS Project, PMO, Requirements Analysis, Systems Analysis
Education
University of Phoenix 2004 — 2008
Masters Degree, Computer Science
University of Missouri-Saint Louis
BS, Computer Science and Mathematics
Charter Communications June 2015 - Present
Greenbrier Holdings Inc. April 2011 - Present
Charter Communications October 2014 - June 2015
Wells Fargo Advisors August 2013 - October 2014
Essence Healthcare July 2011 - August 2013
Moso Health, LLC July 2012 - March 2013
Express Scripts September 2009 - April 2011
Centene Corporation November 2008 - August 2009
BJC HealthCare May 2006 - November 2008
Quest Diagnostics Inc April 1998 - April 2006
Skills
Project Management, Strategic Planning, Software Development, Process Design, Healthcare Information..., SDLC, HIPAA, Business Analysis, Vendor Management, SharePoint, Visio, Healthcare, Program Management, Integration, Agile Methodologies, Change Management, Software Project..., ITIL, Business Intelligence, Business Process..., Six Sigma, Cross-functional Team..., Leadership, Team Building, Quality Assurance, PMP, Project Portfolio..., Management, Software Documentation, Product Management, Information Technology, SQL, Web Services, IT Operations, IT Management, IT Strategy, Disaster Recovery, MS Project, PMO, Requirements Analysis, Systems Analysis
Education
University of Phoenix 2004 — 2008
Masters Degree, Computer Science
University of Missouri-Saint Louis
BS, Computer Science and Mathematics
Chris Wittrig Chris Wittrig's Wells Fargo Advisors Experience September 2014 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors September 2014 - Present
BancWest Investment Services December 2013 - September 2014
Wells Fargo Advisors June 2012 - December 2013
TD Ameritrade October 2004 - June 2012
Skills
Investments, Financial Advisory, Retirement Planning, Financial Services, Risk Management
Education
University of Nebraska-Lincoln 1998 — 2004
Bachelor of Science (B.S.), Economics
Watertown High school 1994 — 1998
Wells Fargo Advisors September 2014 - Present
BancWest Investment Services December 2013 - September 2014
Wells Fargo Advisors June 2012 - December 2013
TD Ameritrade October 2004 - June 2012
Skills
Investments, Financial Advisory, Retirement Planning, Financial Services, Risk Management
Education
University of Nebraska-Lincoln 1998 — 2004
Bachelor of Science (B.S.), Economics
Watertown High school 1994 — 1998
Jon Brecher Jon Brecher's Wells Fargo Advisors Experience April 2013 - June 2013
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial June 2014 - Present
Wells Fargo June 2011 - May 2014
Wells Fargo Advisors April 2013 - June 2013
Skills
Financial Planning, Retirement, Finance, Financial Services, Banking, Wealth Management, Investments, Portfolio Management, Credit
Education
University of Nevada-Reno
Ameriprise Financial June 2014 - Present
Wells Fargo June 2011 - May 2014
Wells Fargo Advisors April 2013 - June 2013
Skills
Financial Planning, Retirement, Finance, Financial Services, Banking, Wealth Management, Investments, Portfolio Management, Credit
Education
University of Nevada-Reno
Cody Lynn's Wells Fargo Advisors Experience April 2015 - Present
Job WBR Early Talent Program Analyst at Wells Fargo Advisors
Industry Investment Management
Experience
Wells Fargo July 2015 - Present
Wells Fargo Advisors April 2015 - Present
Wells Fargo Advisors June 2014 - August 2014
White Oak Partners, LLC March 2013 - August 2013
Tengion, Inc. May 2012 - August 2012
Skills
Research, Microsoft Office, Data Analysis, PowerPoint, Economics, Teamwork, Microsoft Excel, Microsoft Word, Financial Modeling, Matlab
Education
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), (double major) Mathematics and Economics
Wells Fargo July 2015 - Present
Wells Fargo Advisors April 2015 - Present
Wells Fargo Advisors June 2014 - August 2014
White Oak Partners, LLC March 2013 - August 2013
Tengion, Inc. May 2012 - August 2012
Skills
Research, Microsoft Office, Data Analysis, PowerPoint, Economics, Teamwork, Microsoft Excel, Microsoft Word, Financial Modeling, Matlab
Education
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), (double major) Mathematics and Economics
Paul F. Barry's Wells Fargo Advisors Experience February 2015 - Present
Job Vice President Invesments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors February 2015 - Present
Merrill Lynch Wealth Management February 1994 - February 2015
New England Financial April 1991 - February 1994
Education
University of New Hampshire 1984 — 1988
Business Administration, Finance
Wells Fargo Advisors February 2015 - Present
Merrill Lynch Wealth Management February 1994 - February 2015
New England Financial April 1991 - February 1994
Education
University of New Hampshire 1984 — 1988
Business Administration, Finance
Brett Kincaid Brett Kincaid's Wells Fargo Advisors Experience December 2010 - Present
Job Licensed Financial Associate
Industry Financial Services
Experience
Wells Fargo Advisors December 2010 - Present
Skills
Investments, Banking, Financial Analysis, Finance, Portfolio Management, Credit, Retirement Planning, Wealth Management, Financial Services, Loans, Financial Planning, Customer Service, Insurance, Mortgage Lending, Mutual Funds, Securities, Relationship Management, Series 7, Credit Analysis, Series 63, Retail Banking, Retirement, Financial Advisory, Commercial Banking, Consumer Lending, Risk Management, Commercial Lending, Loan Origination, Equities
Education
University of Nevada-Reno 2005 — 2010
Bachelor of Business Administration (BBA), Finance, Criminal Justice
Wells Fargo Advisors December 2010 - Present
Skills
Investments, Banking, Financial Analysis, Finance, Portfolio Management, Credit, Retirement Planning, Wealth Management, Financial Services, Loans, Financial Planning, Customer Service, Insurance, Mortgage Lending, Mutual Funds, Securities, Relationship Management, Series 7, Credit Analysis, Series 63, Retail Banking, Retirement, Financial Advisory, Commercial Banking, Consumer Lending, Risk Management, Commercial Lending, Loan Origination, Equities
Education
University of Nevada-Reno 2005 — 2010
Bachelor of Business Administration (BBA), Finance, Criminal Justice
Regan Ching Regan Ching's Wells Fargo Advisors Experience August 2012 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors August 2012 - Present
Hard Rock Hotel & Casino August 2005 - January 2012
Skills
Customer Service, Event Management, Event Planning, Marketing, Microsoft Office, Social Media, Social Media Marketing
Education
University of Nevada-Las Vegas 2000 — 2005
Bachelor of Arts (B.A.), Communication and Media Studies
Wells Fargo Advisors August 2012 - Present
Hard Rock Hotel & Casino August 2005 - January 2012
Skills
Customer Service, Event Management, Event Planning, Marketing, Microsoft Office, Social Media, Social Media Marketing
Education
University of Nevada-Las Vegas 2000 — 2005
Bachelor of Arts (B.A.), Communication and Media Studies
Adam Jones Adam Jones's Wells Fargo Advisors Experience October 2012 - March 2014
Job Regional Private Banker
Industry Financial Services
Experience
Wells Fargo March 2014 - Present
Wells Fargo Advisors October 2012 - March 2014
Wells Fargo July 2010 - October 2012
First Financial Bank January 2008 - July 2010
Wells Fargo October 2002 - June 2008
Skills
401k Rollovers, Asset Allocation, Business-succession..., Concentrated Stock..., Deferred Compensation, Estate Invesment..., Financial Advisory, Financial Analysis, Financial Reporting, Financial Services, Fixed Income, Insurance, Investments, Investment Strategies, Multi-generational..., Relationship Management, Retirement Savings, Retirement Plan..., Risk Management, Securities, Bonds, Mutual Funds, Variable Annuities, Stock Market Analysis, Wealth Management, Wealth Preservation..., Tax Efficiency, Employee Benefits, Management, Fixed Annuities, Investment Management, IRAs, Time Management, Life Insurance, Wealth Management..., High Net Worth..., Wealth, Financial Planners, Alternative Investments, Financial Risk, Uniform Combined State..., Certified Mortgage..., Investment Advisory, College Savings Plans, Health Insurance, Commercial Mortgages, Mortgage Banking, 401k, Saving for Education, Wealth Accumulation
Education
University of Nevada-Reno 2002 — 2007
B.S. Business Administration, Economics
Bishop Manogue HS 1999 — 2002
High School Diploma
Securities Registered in: CA, NV, Insurance licensed in: NV, AZ
Series 7 Series 66, Life and Health Producer
Wells Fargo March 2014 - Present
Wells Fargo Advisors October 2012 - March 2014
Wells Fargo July 2010 - October 2012
First Financial Bank January 2008 - July 2010
Wells Fargo October 2002 - June 2008
Skills
401k Rollovers, Asset Allocation, Business-succession..., Concentrated Stock..., Deferred Compensation, Estate Invesment..., Financial Advisory, Financial Analysis, Financial Reporting, Financial Services, Fixed Income, Insurance, Investments, Investment Strategies, Multi-generational..., Relationship Management, Retirement Savings, Retirement Plan..., Risk Management, Securities, Bonds, Mutual Funds, Variable Annuities, Stock Market Analysis, Wealth Management, Wealth Preservation..., Tax Efficiency, Employee Benefits, Management, Fixed Annuities, Investment Management, IRAs, Time Management, Life Insurance, Wealth Management..., High Net Worth..., Wealth, Financial Planners, Alternative Investments, Financial Risk, Uniform Combined State..., Certified Mortgage..., Investment Advisory, College Savings Plans, Health Insurance, Commercial Mortgages, Mortgage Banking, 401k, Saving for Education, Wealth Accumulation
Education
University of Nevada-Reno 2002 — 2007
B.S. Business Administration, Economics
Bishop Manogue HS 1999 — 2002
High School Diploma
Securities Registered in: CA, NV, Insurance licensed in: NV, AZ
Series 7 Series 66, Life and Health Producer
Chip Alario Chip Alario's Wells Fargo Advisors Experience January 2008 - March 2012
Job Vice President, Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird 2012 - Present
Wells Fargo Advisors January 2008 - March 2012
A.G. Edwards & Sons, Inc. May 1996 - January 2008
Prudential Securities, Inc. December 1993 - May 1996
Skills
Wealth Management, Portfolio Management, Retirement Planning, Estate Planning, Investment Advisory, Asset Allocation, Mutual Funds, Financial Advisory, Investment Strategies
Education
University of North Carolina at Chapel Hill 1983 — 1988
Bachelor of Arts (BA), Chemistry, Industrial Relations
Robert W. Baird 2012 - Present
Wells Fargo Advisors January 2008 - March 2012
A.G. Edwards & Sons, Inc. May 1996 - January 2008
Prudential Securities, Inc. December 1993 - May 1996
Skills
Wealth Management, Portfolio Management, Retirement Planning, Estate Planning, Investment Advisory, Asset Allocation, Mutual Funds, Financial Advisory, Investment Strategies
Education
University of North Carolina at Chapel Hill 1983 — 1988
Bachelor of Arts (BA), Chemistry, Industrial Relations
Wayne McCormick, CFP ® Wayne McCormick, CFP ®'s Wells Fargo Advisors Experience June 2010 - Present
Job First Vice PresidentInvestments at McCormickSpain Wealth Management Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors June 2010 - Present
Paychex August 2008 - June 2010
Senderra Funding, a division of Goldman Sachs September 2007 - August 2008
New Century November 2004 - April 2007
Beneficial, a division of HSBC March 1996 - November 2004
Skills
Retirement Planning, Securities, 401k Rollovers, Mutual Funds, Investments, Financial Advisory, Insurance, Wealth Preservation..., Leadership, Customer Service, Investment Planning
Education
University of New Hampshire 1989 — 1993
Bachelor of Science
Wells Fargo Advisors June 2010 - Present
Paychex August 2008 - June 2010
Senderra Funding, a division of Goldman Sachs September 2007 - August 2008
New Century November 2004 - April 2007
Beneficial, a division of HSBC March 1996 - November 2004
Skills
Retirement Planning, Securities, 401k Rollovers, Mutual Funds, Investments, Financial Advisory, Insurance, Wealth Preservation..., Leadership, Customer Service, Investment Planning
Education
University of New Hampshire 1989 — 1993
Bachelor of Science
Jason Noonan Jason Noonan's Wells Fargo Advisors Experience March 2013 - March 2015
Job Regional Affluent Sales Leader
Industry Financial Services
Experience
Wells Fargo March 2015 - Present
Wells Fargo Advisors March 2013 - March 2015
Wells Fargo February 2011 - March 2013
Wells Fargo Advisors May 2008 - February 2011
Wells Fargo September 2006 - May 2008
Skills
Equities, Customer Relations, Customer Service, Problem Solving, Financial Planning
Education
UNLV 1992 — 1996
Bachelor of Science, Finance
Wells Fargo March 2015 - Present
Wells Fargo Advisors March 2013 - March 2015
Wells Fargo February 2011 - March 2013
Wells Fargo Advisors May 2008 - February 2011
Wells Fargo September 2006 - May 2008
Skills
Equities, Customer Relations, Customer Service, Problem Solving, Financial Planning
Education
UNLV 1992 — 1996
Bachelor of Science, Finance
Trishia Harper Trishia Harper's Wells Fargo Advisors Experience February 2014 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors February 2014 - Present
Eagle Golf April 2011 - February 2014
Mercy Hospital - Saint Louis June 2007 - March 2010
Skills
Retirement Planning, Retirement, Risk Management, Relationship Building, Finance, Investment Planning, Financial Services, 401k Rollovers, IRAs, Securities, Asset Allocation, Wealth Management, Portfolio Management, Financial Advice, Asset Management, Investments, Series 7, Series 66, Strategic Planning, Team Leadership, Leadership Development..., Creative Problem Solving, Customer Service, Hospitality Management, Organizational...
Education
University of Missouri-Saint Louis 2012 — 2013
Bachelor of Liberal Studies, Pre-Medicine/Pre-Medical Studies, Cum Laude
Wells Fargo Advisors February 2014 - Present
Eagle Golf April 2011 - February 2014
Mercy Hospital - Saint Louis June 2007 - March 2010
Skills
Retirement Planning, Retirement, Risk Management, Relationship Building, Finance, Investment Planning, Financial Services, 401k Rollovers, IRAs, Securities, Asset Allocation, Wealth Management, Portfolio Management, Financial Advice, Asset Management, Investments, Series 7, Series 66, Strategic Planning, Team Leadership, Leadership Development..., Creative Problem Solving, Customer Service, Hospitality Management, Organizational...
Education
University of Missouri-Saint Louis 2012 — 2013
Bachelor of Liberal Studies, Pre-Medicine/Pre-Medical Studies, Cum Laude
Allison Chin Allison Chin's Wells Fargo Advisors Experience July 2011 - September 2013
Job Analyst at Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo Securities October 2013 - Present
Wells Fargo Advisors July 2011 - September 2013
Education
University of North Carolina at Chapel Hill 2007 — 2011
Bachelor's degree
Wells Fargo Securities October 2013 - Present
Wells Fargo Advisors July 2011 - September 2013
Education
University of North Carolina at Chapel Hill 2007 — 2011
Bachelor's degree
Leah Viets's Wells Fargo Advisors Experience July 2009 - September 2012
Job Manager Financial Analysis at Express Scripts
Industry Financial Services
Experience
Express Scripts September 2012 - Present
Wells Fargo Advisors July 2009 - September 2012
Skills
Business Analysis, Fixed Income, Project Management, Customer Service, Strategy, Financial Analysis
Education
University of Missouri-Saint Louis 2003 — 2007
Bachelor of Science, Business Administration
Express Scripts September 2012 - Present
Wells Fargo Advisors July 2009 - September 2012
Skills
Business Analysis, Fixed Income, Project Management, Customer Service, Strategy, Financial Analysis
Education
University of Missouri-Saint Louis 2003 — 2007
Bachelor of Science, Business Administration
Marissa Denehy Marissa Denehy's Wells Fargo Advisors Experience December 2014 - Present
Job Officer, Performance Coach New Advisor Strategy at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors December 2014 - Present
Wells Fargo Advisors August 2012 - December 2014
Central Bank of St. Louis (FKA First National Bank of St. Louis) August 2010 - July 2012
Union Bank May 2010 - July 2010
Central Bancompany December 2008 - January 2010
Central Bancompany September 2004 - December 2008
Skills
Loans, Credit, Mortgage Banking, Banking, Refinance, FHA, Finance, VA loans, USDA, Customer Service, Microsoft Excel, Mortgage Lending, Financial Services, Leadership
Education
University of Missouri-Saint Louis 2013 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
Westminster College (MO) 2004 — 2008
Bachelor of Arts (BA), Finance, General
Wells Fargo Advisors December 2014 - Present
Wells Fargo Advisors August 2012 - December 2014
Central Bank of St. Louis (FKA First National Bank of St. Louis) August 2010 - July 2012
Union Bank May 2010 - July 2010
Central Bancompany December 2008 - January 2010
Central Bancompany September 2004 - December 2008
Skills
Loans, Credit, Mortgage Banking, Banking, Refinance, FHA, Finance, VA loans, USDA, Customer Service, Microsoft Excel, Mortgage Lending, Financial Services, Leadership
Education
University of Missouri-Saint Louis 2013 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
Westminster College (MO) 2004 — 2008
Bachelor of Arts (BA), Finance, General
LaToya Braxton's Wells Fargo Advisors Experience May 2015 - Present
Job Accountant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors May 2015 - Present
Wells Fargo Advisors July 2011 - April 2015
Wells Fargo Advisors November 2009 - July 2011
Scottrade December 2007 - October 2009
Skills
Data Analysis, Financial Reporting, Financial Analysis, Financial Audits, Financial Accounting, Finance, Analysis, Financial Modeling
Education
Webster University 2012 — 2015
Master of Science (M.S.), Finance, 3.7
University of Missouri-Saint Louis 2002 — 2007
BS, Business Administration
University of Missouri-Saint Louis 2002 — 2007
Minor, Accounting
Wells Fargo Advisors May 2015 - Present
Wells Fargo Advisors July 2011 - April 2015
Wells Fargo Advisors November 2009 - July 2011
Scottrade December 2007 - October 2009
Skills
Data Analysis, Financial Reporting, Financial Analysis, Financial Audits, Financial Accounting, Finance, Analysis, Financial Modeling
Education
Webster University 2012 — 2015
Master of Science (M.S.), Finance, 3.7
University of Missouri-Saint Louis 2002 — 2007
BS, Business Administration
University of Missouri-Saint Louis 2002 — 2007
Minor, Accounting
Robert and Sarah Gales - Dickson Realty Robert and Sarah Gales - Dickson Realty's Wells Fargo Advisors Experience May 2009 - March 2011
Job Broker/Salesprofessional at Dickson Realty
Industry Real Estate
Experience
Dickson Realty January 2015 - Present
Arlington Towers Homeowner's Association June 2012 - Present
RPR Property Holdings, LLC. March 2011 - Present
Sierra Nevada Properties January 2012 - January 2015
Wells Fargo Advisors May 2009 - March 2011
University of Nevada, Reno August 2004 - May 2009
Skills
Negotiation, Contract Negotiation, Buyer Representation, Communication, Organization, Following Up, Timelines, Integrity, Accountability, Finance, Real Estate, Real Estate Transactions, Real Estate Economics, Property Management, Marketing, Investments, Efficiency, Selling, Rentals, Sales, Home, Condos, Property, Time Management, Short Sales, Customer Service, Business, Investors, Management, First Time Home Buyers, Single Family Homes, Relocation, REO, Commercial Real Estate, Foreclosures, Sellers, Investment Properties, Leases, New Home Sales, Listings, Real Estate Development, Referrals, Move Up Buyers, Real Estate Financing, SFR
Education
University of Nevada-Reno 2004 — 2009
Bachelor of Science, Finance/Economics
REALTOR Classes
Dickson Realty January 2015 - Present
Arlington Towers Homeowner's Association June 2012 - Present
RPR Property Holdings, LLC. March 2011 - Present
Sierra Nevada Properties January 2012 - January 2015
Wells Fargo Advisors May 2009 - March 2011
University of Nevada, Reno August 2004 - May 2009
Skills
Negotiation, Contract Negotiation, Buyer Representation, Communication, Organization, Following Up, Timelines, Integrity, Accountability, Finance, Real Estate, Real Estate Transactions, Real Estate Economics, Property Management, Marketing, Investments, Efficiency, Selling, Rentals, Sales, Home, Condos, Property, Time Management, Short Sales, Customer Service, Business, Investors, Management, First Time Home Buyers, Single Family Homes, Relocation, REO, Commercial Real Estate, Foreclosures, Sellers, Investment Properties, Leases, New Home Sales, Listings, Real Estate Development, Referrals, Move Up Buyers, Real Estate Financing, SFR
Education
University of Nevada-Reno 2004 — 2009
Bachelor of Science, Finance/Economics
REALTOR Classes
Mitchell S. Johnson's Wells Fargo Advisors Experience July 2015 - Present
Job Equity Analyst Intern at Valuentum Securities Inc.
Industry Financial Services
Experience
Valuentum Securities Inc. September 2015 - Present
Benedictine University September 2015 - Present
Wells Fargo Advisors July 2015 - Present
GNC August 2013 - August 2015
Skills
Equity Research Analysis, Bloomberg Terminal, Financial Analysis, Financial Statement..., SWOT analysis, Dividends, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Time Management, Strategic Planning, Marketing
Education
Benedictine University 2013 — 2015
Bachelor's Degree, Finance, 3.8 GPA
University of Missouri-Saint Louis 2012 — 2013
Bachelor's Degree, Accounting and Finance, 3.8 GPA
Valuentum Securities Inc. September 2015 - Present
Benedictine University September 2015 - Present
Wells Fargo Advisors July 2015 - Present
GNC August 2013 - August 2015
Skills
Equity Research Analysis, Bloomberg Terminal, Financial Analysis, Financial Statement..., SWOT analysis, Dividends, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Time Management, Strategic Planning, Marketing
Education
Benedictine University 2013 — 2015
Bachelor's Degree, Finance, 3.8 GPA
University of Missouri-Saint Louis 2012 — 2013
Bachelor's Degree, Accounting and Finance, 3.8 GPA
James A. Arnold's Wells Fargo Advisors Experience March 2008 - February 2011
Job Coldwell Banker, Beachside
Industry Real Estate
Experience
Coldwell Banker June 2015 - Present
Investment Management Consultants (IMC) February 2011 - January 2014
Wells Fargo Advisors March 2008 - February 2011
Nevada Community Foundation February 2006 - March 2008
Skills
Investments, IRAs, Wealth Management, Employee Benefits, Insurance, Securities, Bloomberg, Asset Management, Retirement, Financial Services, Small Business Lending, FINRA, Alternative Investments, Trusts, Investment Advisory, Series 7, Estate Planning, Financial Advisory, Disability Insurance, Series 63, Credit, Investment Management, Underwriting, Investment Strategies, Life Insurance, Retirement Planning, Financial Analysis, Long-term Care, Fixed Income, Small Business, Fixed Annuities, Uniform Combined State..., 401k Rollovers, Financial Planners, Mortgage Lending, Financial Modeling, Portfolio Management, Finance, Series 65, ETFs, 401k, Capital Markets, Health Insurance, Strategic Financial..., Wealth Management..., Mutual Funds, Asset Allocation, Wealth, Series 6, Equities
Education
University of Nevada-Las Vegas 2003 — 2005
Bachelors, Political Science
University of Utah 2000 — 2003
Political Science
Coldwell Banker June 2015 - Present
Investment Management Consultants (IMC) February 2011 - January 2014
Wells Fargo Advisors March 2008 - February 2011
Nevada Community Foundation February 2006 - March 2008
Skills
Investments, IRAs, Wealth Management, Employee Benefits, Insurance, Securities, Bloomberg, Asset Management, Retirement, Financial Services, Small Business Lending, FINRA, Alternative Investments, Trusts, Investment Advisory, Series 7, Estate Planning, Financial Advisory, Disability Insurance, Series 63, Credit, Investment Management, Underwriting, Investment Strategies, Life Insurance, Retirement Planning, Financial Analysis, Long-term Care, Fixed Income, Small Business, Fixed Annuities, Uniform Combined State..., 401k Rollovers, Financial Planners, Mortgage Lending, Financial Modeling, Portfolio Management, Finance, Series 65, ETFs, 401k, Capital Markets, Health Insurance, Strategic Financial..., Wealth Management..., Mutual Funds, Asset Allocation, Wealth, Series 6, Equities
Education
University of Nevada-Las Vegas 2003 — 2005
Bachelors, Political Science
University of Utah 2000 — 2003
Political Science
Beth Ingram Beth Ingram's Wells Fargo Advisors Experience July 2015 - Present
Job Assistant Vice President, Digital Program Integration Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors July 2015 - Present
Wells Fargo Advisors February 2013 - July 2015
Wells Fargo Advisors August 2010 - February 2013
Wells Fargo Advisors August 2010 - May 2011
Piedmont Investment Advisors May 2009 - July 2009
Skills
Series 7, Securities, Financial Analysis, Finance, Business Analysis, Financial Markets, Data Analysis, Analysis, Business Development, Project Management, Financial Reporting, Business Strategy, Executive Reporting, Financial Services, Financial Modeling
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
Bachelor of Science, Business Administration
University of North Carolina at Chapel Hill 2006 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General
Wells Fargo Advisors July 2015 - Present
Wells Fargo Advisors February 2013 - July 2015
Wells Fargo Advisors August 2010 - February 2013
Wells Fargo Advisors August 2010 - May 2011
Piedmont Investment Advisors May 2009 - July 2009
Skills
Series 7, Securities, Financial Analysis, Finance, Business Analysis, Financial Markets, Data Analysis, Analysis, Business Development, Project Management, Financial Reporting, Business Strategy, Executive Reporting, Financial Services, Financial Modeling
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
Bachelor of Science, Business Administration
University of North Carolina at Chapel Hill 2006 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General
Brittany Muller's Wells Fargo Advisors Experience August 2014 - August 2015
Job Financial Analyst at Yahoo!
Industry Internet
Experience
Yahoo August 2015 - Present
Wells Fargo Advisors August 2014 - August 2015
Waddell & Reed March 2012 - May 2014
Skills
Investment Research, Client Relations, College Funding..., Retirement Planning, Wealth Management, Mutual Funds, Investments, Financial Services, Insurance, Microsoft Office, Public Speaking, Customer Service, Financial Analysis
Education
University of Nebraska-Lincoln 2010 — 2014
Bachelor's Degree, Double major in Finance and Economics, Minor in Communication Studies
Yahoo August 2015 - Present
Wells Fargo Advisors August 2014 - August 2015
Waddell & Reed March 2012 - May 2014
Skills
Investment Research, Client Relations, College Funding..., Retirement Planning, Wealth Management, Mutual Funds, Investments, Financial Services, Insurance, Microsoft Office, Public Speaking, Customer Service, Financial Analysis
Education
University of Nebraska-Lincoln 2010 — 2014
Bachelor's Degree, Double major in Finance and Economics, Minor in Communication Studies
Wally Iverson's Wells Fargo Advisors Experience February 2010 - March 2013
Job Order Manager at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters March 2013 - Present
Wells Fargo Advisors February 2010 - March 2013
Stifel Financial Corp. August 2008 - August 2009
Skills
Wealth Management, Mutual Funds, Investments, Investment Advisory, Securities, Retirement, Fixed Annuities, IRAs, Asset Allocation, Equities, 401k Rollovers, Fixed Income, Financial Services
Education
University of Missouri-Saint Louis 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General
Thomson Reuters March 2013 - Present
Wells Fargo Advisors February 2010 - March 2013
Stifel Financial Corp. August 2008 - August 2009
Skills
Wealth Management, Mutual Funds, Investments, Investment Advisory, Securities, Retirement, Fixed Annuities, IRAs, Asset Allocation, Equities, 401k Rollovers, Fixed Income, Financial Services
Education
University of Missouri-Saint Louis 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General
Will Murphy, CFP®'s Wells Fargo Advisors Experience September 2008 - Present
Job Senior Financial Advisor at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors September 2008 - Present
Capital One Advisers September 2004 - August 2008
Skills
Investments, Financial Advisory, Asset Allocation, Finance, Retirement Planning, Investment Strategies, 401k Rollovers, Strategic Planning, Variable Annuities, Risk Management, Insurance, Business Owner Planning, Multi-generational..., estate investment...
Education
University of New Orleans 2002 — 2004
Master of Business Administration (M.B.A.), Business Administration and Management, General
Wells Fargo Advisors September 2008 - Present
Capital One Advisers September 2004 - August 2008
Skills
Investments, Financial Advisory, Asset Allocation, Finance, Retirement Planning, Investment Strategies, 401k Rollovers, Strategic Planning, Variable Annuities, Risk Management, Insurance, Business Owner Planning, Multi-generational..., estate investment...
Education
University of New Orleans 2002 — 2004
Master of Business Administration (M.B.A.), Business Administration and Management, General
Jerod Ewing's Wells Fargo Advisors Experience October 2012 - July 2013
Job Middle Office Analyst Scottrade
Industry Capital Markets
Experience
Scottrade June 2015 - Present
Stifel Financial Corp. July 2013 - June 2015
Wells Fargo Advisors October 2012 - July 2013
CHS April 2006 - September 2006
Skills
PowerPoint, Investments, Finance, Trading, Microsoft Excel, Securities, Microsoft Word, Research, Time Management, SharePoint, Financial Analysis, Account Reconciliation, Risk Management, Hedging, Customer Service, Leadership, Public Speaking
Education
Saint Cloud State University 2007 — 2011
B.A., Political Science - Economics
University of Nebraska-Lincoln
Business
Scottrade June 2015 - Present
Stifel Financial Corp. July 2013 - June 2015
Wells Fargo Advisors October 2012 - July 2013
CHS April 2006 - September 2006
Skills
PowerPoint, Investments, Finance, Trading, Microsoft Excel, Securities, Microsoft Word, Research, Time Management, SharePoint, Financial Analysis, Account Reconciliation, Risk Management, Hedging, Customer Service, Leadership, Public Speaking
Education
Saint Cloud State University 2007 — 2011
B.A., Political Science - Economics
University of Nebraska-Lincoln
Business
Nadya Bronstein Nadya Bronstein's Wells Fargo Advisors Experience January 2015 - Present
Job Business Systems Consultant 5 at Wells Fargo
Industry Investment Management
Experience
Wells Fargo Advisors January 2015 - Present
Wells Fargo August 2013 - January 2015
Wells Fargo Advisors May 2012 - August 2013
Wells Fargo Advisors July 2008 - May 2012
Edward Jones June 2006 - July 2008
Skills
Business Analysis, Data Analysis, Financial Modeling, Financial Analysis, SDLC, Process Improvement, Project Management, SQL, Analysis, Investments, Valuation, Visio, Risk Management, Microsoft Excel, Bloomberg, Access
Education
University of Missouri-Saint Louis 2008 — 2010
MBA, Concentration in Managerial Information Systems (MIS)
Washington University in St. Louis 2003 — 2006
Bachelor of Science in Business Administration (BSBA), Finance and Managerial Economics & Strategy
Wells Fargo Advisors January 2015 - Present
Wells Fargo August 2013 - January 2015
Wells Fargo Advisors May 2012 - August 2013
Wells Fargo Advisors July 2008 - May 2012
Edward Jones June 2006 - July 2008
Skills
Business Analysis, Data Analysis, Financial Modeling, Financial Analysis, SDLC, Process Improvement, Project Management, SQL, Analysis, Investments, Valuation, Visio, Risk Management, Microsoft Excel, Bloomberg, Access
Education
University of Missouri-Saint Louis 2008 — 2010
MBA, Concentration in Managerial Information Systems (MIS)
Washington University in St. Louis 2003 — 2006
Bachelor of Science in Business Administration (BSBA), Finance and Managerial Economics & Strategy
Bill Spivey Bill Spivey's Wells Fargo Advisors Experience December 1987 - Present
Job Complex Manager & Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors December 1987 - Present
Interstate Securities July 1981 - December 1987
Paine Webber January 1979 - June 1981
EF Hutton September 1976 - February 1979
US Army 1971 - 1973
Skills
Investments, Mutual Funds, Stocks, Options Strategies, ETFs, Financial Markets, 529 Plans, IRAs, 401k
Education
University of North Carolina at Chapel Hill 1973 — 1976
Bachelor of Science (BS), Business Administration
Wells Fargo Advisors December 1987 - Present
Interstate Securities July 1981 - December 1987
Paine Webber January 1979 - June 1981
EF Hutton September 1976 - February 1979
US Army 1971 - 1973
Skills
Investments, Mutual Funds, Stocks, Options Strategies, ETFs, Financial Markets, 529 Plans, IRAs, 401k
Education
University of North Carolina at Chapel Hill 1973 — 1976
Bachelor of Science (BS), Business Administration
Larry Mosier, CFP® Larry Mosier, CFP®'s Wells Fargo Advisors Experience August 2003 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors August 2003 - Present
Park Hills MO July 1998 - July 2003
Mallinckrodt June 1977 - June 1998
Skills
Retirement Planning, Investment Planning, Employer Retirement...
Education
University of Missouri - St. Louis 1983 — 1987
Master's degree, Industrial and Organizational Psychology
St. Louis University 1973 — 1976
Bachelor of Science (B.S.), Medical Technology
Wells Fargo Advisors August 2003 - Present
Park Hills MO July 1998 - July 2003
Mallinckrodt June 1977 - June 1998
Skills
Retirement Planning, Investment Planning, Employer Retirement...
Education
University of Missouri - St. Louis 1983 — 1987
Master's degree, Industrial and Organizational Psychology
St. Louis University 1973 — 1976
Bachelor of Science (B.S.), Medical Technology
Jeff Rocca Jeff Rocca's Wells Fargo Advisors Experience December 2003 - June 2011
Job Operations Manager at UBS Financial Services Inc
Industry Financial Services
Experience
UBS Financial Services Inc July 2011 - Present
Wells Fargo Advisors December 2003 - June 2011
Education
University of New Hampshire - Whittemore School of Business and Economics
Financial and Managerial Economics
UBS Financial Services Inc July 2011 - Present
Wells Fargo Advisors December 2003 - June 2011
Education
University of New Hampshire - Whittemore School of Business and Economics
Financial and Managerial Economics
Jeff Skoll's Wells Fargo Advisors Experience April 2014 - Present
Job Managing Director Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors April 2014 - Present
Wells Fargo Advisors October 1991 - April 2014
Fidelity Financial Group May 1988 - October 1991
Paine Webber April 1986 - May 1988
Paine Webber December 1984 - April 1986
Skills
Investments, Retirement Planning, Finance, Estate Planning, Investment Management, IRAs, 401k, Financial Planning, Insurance, Asset Allocation, Wealth Management, Investment Strategies, Budgets, Life Insurance, Financial Planners, Financial Analysis, Estate Investment..., Investment Planning
Education
University of Nevada-Las Vegas
BS, Finance/Investments
Wells Fargo Advisors April 2014 - Present
Wells Fargo Advisors October 1991 - April 2014
Fidelity Financial Group May 1988 - October 1991
Paine Webber April 1986 - May 1988
Paine Webber December 1984 - April 1986
Skills
Investments, Retirement Planning, Finance, Estate Planning, Investment Management, IRAs, 401k, Financial Planning, Insurance, Asset Allocation, Wealth Management, Investment Strategies, Budgets, Life Insurance, Financial Planners, Financial Analysis, Estate Investment..., Investment Planning
Education
University of Nevada-Las Vegas
BS, Finance/Investments
Nicky Yager (work) Nicky Yager (work)'s Wells Fargo Advisors Experience November 2012 - January 2014
Job Operations Manager at Manarin Investment Counsel
Industry Financial Services
Experience
Manarin Investment Counsel July 2015 - Present
Manarin Investment Counsel May 2014 - July 2015
Wells Fargo Advisors November 2012 - January 2014
Merrill Lynch 2012 - 2012
BancWest Investment Services March 2006 - December 2010
A.G. Edwards April 2003 - February 2006
TIG Capital Securities April 2001 - April 2003
TD Ameritrade 1998 - 2000
Merrill Lynch January 1996 - June 1998
Skills
Mutual Funds, Securities, Series 7, Strategic Financial..., Series 63, Trading, Series 24, Series 10
Education
University of Nebraska-Lincoln 1986 — 1991
BA, Political Science
Papillion-LaVista High School
Manarin Investment Counsel July 2015 - Present
Manarin Investment Counsel May 2014 - July 2015
Wells Fargo Advisors November 2012 - January 2014
Merrill Lynch 2012 - 2012
BancWest Investment Services March 2006 - December 2010
A.G. Edwards April 2003 - February 2006
TIG Capital Securities April 2001 - April 2003
TD Ameritrade 1998 - 2000
Merrill Lynch January 1996 - June 1998
Skills
Mutual Funds, Securities, Series 7, Strategic Financial..., Series 63, Trading, Series 24, Series 10
Education
University of Nebraska-Lincoln 1986 — 1991
BA, Political Science
Papillion-LaVista High School
Jim OBrien, ChFC Jim OBrien, ChFC's Wells Fargo Advisors Experience August 2005 - April 2014
Job Financial Advisor at Westside Investment Management
Industry Financial Services
Experience
WESTSIDE Investment Management April 2014 - Present
Wells Fargo Advisors August 2005 - April 2014
Rotary Club of Wailuku 2010 - February 2014
Morgan Stanley Smith Barney September 1997 - August 2005
Skills
Retirement Planning, Investments, IRAs, Fixed Annuities, Portfolio Management, Wealth Management, Series 7, Long Term Care Insurance, 401k, Life Insurance, Series 63, 529 Plans, Series 65, Investment Strategies, Mutual Funds, Investment Advisory, Asset Management, Financial Advisory, Asset Allocation, Securities, Financial Services, Saving for Education, Hedge Funds, Pensions, Series 6, Variable Annuities, Alternative Investments, Certified Financial..., Financial Planners, High Net Worth..., 401k Rollovers, Wealth Management..., Retirement Plan..., Separately Managed..., Retirement, College Savings Plans, Personal Financial..., Bonds, Long-term Care, Roth IRA, Wealth, Wealth Accumulation, ETFs, Fixed Income, Small Business, Equities, Estate Planning, Municipal Bonds
Education
American College
ChFC, Chartered Financial Consultant
University of New Hampshire -- Peter T. Paul College of Business and Economics
WESTSIDE Investment Management April 2014 - Present
Wells Fargo Advisors August 2005 - April 2014
Rotary Club of Wailuku 2010 - February 2014
Morgan Stanley Smith Barney September 1997 - August 2005
Skills
Retirement Planning, Investments, IRAs, Fixed Annuities, Portfolio Management, Wealth Management, Series 7, Long Term Care Insurance, 401k, Life Insurance, Series 63, 529 Plans, Series 65, Investment Strategies, Mutual Funds, Investment Advisory, Asset Management, Financial Advisory, Asset Allocation, Securities, Financial Services, Saving for Education, Hedge Funds, Pensions, Series 6, Variable Annuities, Alternative Investments, Certified Financial..., Financial Planners, High Net Worth..., 401k Rollovers, Wealth Management..., Retirement Plan..., Separately Managed..., Retirement, College Savings Plans, Personal Financial..., Bonds, Long-term Care, Roth IRA, Wealth, Wealth Accumulation, ETFs, Fixed Income, Small Business, Equities, Estate Planning, Municipal Bonds
Education
American College
ChFC, Chartered Financial Consultant
University of New Hampshire -- Peter T. Paul College of Business and Economics
Kathy Buck Kathy Buck's Wells Fargo Advisors Experience June 2010 - Present
Job Technology Project Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors June 2010 - Present
Wells Fargo Advisors, LLC January 2010 - July 2010
Wachovia Securities July 2008 - February 2010
A.G. Edwards & Sons, Inc. June 1998 - June 2008
MasterCard September 1995 - June 1998
Western Union February 1993 - September 1995
AgriBank, FCB 1984 - 1993
Skills
Integration, Requirements Analysis, Program Management, Risk Management, Business Analysis, Testing, Visio, SDLC, Process Improvement, Requirements Gathering, DB2, Strategic Planning, Vendor Management, SharePoint, Leadership, PMP, Change Management, Business Process..., Project Management, Financial Services, Analysis, Software Documentation, Business Requirements, PMO, Cross-functional Team..., Business Intelligence, Project Portfolio..., IT Strategy, MS Project
Education
University of Missouri-Saint Louis
BS Business Administration - Accounting
Wells Fargo Advisors June 2010 - Present
Wells Fargo Advisors, LLC January 2010 - July 2010
Wachovia Securities July 2008 - February 2010
A.G. Edwards & Sons, Inc. June 1998 - June 2008
MasterCard September 1995 - June 1998
Western Union February 1993 - September 1995
AgriBank, FCB 1984 - 1993
Skills
Integration, Requirements Analysis, Program Management, Risk Management, Business Analysis, Testing, Visio, SDLC, Process Improvement, Requirements Gathering, DB2, Strategic Planning, Vendor Management, SharePoint, Leadership, PMP, Change Management, Business Process..., Project Management, Financial Services, Analysis, Software Documentation, Business Requirements, PMO, Cross-functional Team..., Business Intelligence, Project Portfolio..., IT Strategy, MS Project
Education
University of Missouri-Saint Louis
BS Business Administration - Accounting
Alexis Gayhart Alexis Gayhart's Wells Fargo Advisors Experience June 2004 - February 2012
Job Investment Advisor at Socius Family Office
Industry Financial Services
Experience
Socius Family Office March 2012 - Present
Wells Fargo Advisors June 2004 - February 2012
Skills
Marketing Communications, Leadership, Sales, Management, Coaching, Finance, Credit, Loans
Education
Mount Union College 1999 — 2003
Bachelor of Science (BS), Information Systems, Business Administration, Mathematics
Socius Family Office March 2012 - Present
Wells Fargo Advisors June 2004 - February 2012
Skills
Marketing Communications, Leadership, Sales, Management, Coaching, Finance, Credit, Loans
Education
Mount Union College 1999 — 2003
Bachelor of Science (BS), Information Systems, Business Administration, Mathematics
James Shoquist's Wells Fargo Advisors Experience October 2005 - May 2014
Job Wealth Advisor at Northwest Wealth Management, LLC
Industry Financial Services
Experience
Northwest Bank May 2014 - Present
Wells Fargo Advisors October 2005 - May 2014
United States Air Force August 1999 - August 2005
Skills
Wealth Management, Financial Advisory, Financial Planning, Retirement Planning, Estate Planning, Insurance, Risk Management, Finance, Portfolio Management, Strategic Financial..., Financial Markets, Wealth, Retirement, Asset Management, Banking, Mortgage Lending, Investments
Education
University of Nebraska at Omaha 2005 — 2007
Bachelor's degree, Business Administration and Management, General
Northwest Bank May 2014 - Present
Wells Fargo Advisors October 2005 - May 2014
United States Air Force August 1999 - August 2005
Skills
Wealth Management, Financial Advisory, Financial Planning, Retirement Planning, Estate Planning, Insurance, Risk Management, Finance, Portfolio Management, Strategic Financial..., Financial Markets, Wealth, Retirement, Asset Management, Banking, Mortgage Lending, Investments
Education
University of Nebraska at Omaha 2005 — 2007
Bachelor's degree, Business Administration and Management, General
Michael McNamee Jr.'s Wells Fargo Advisors Experience September 2014 - Present
Job Regional Supervisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors September 2014 - Present
Wells Fargo Advisors January 2008 - September 2014
Commerce Brokerage Services September 2005 - January 2008
John Hancock Financial Services June 2005 - September 2005
TD Ameritrade 2003 - 2005
Union Planters Brokerage 2002 - 2003
US Bancorp Investment Inc 2000 - 2002
Edward Jones 1996 - 1999
U.S. Air Force - Illinois National Guard August 1986 - July 1992
Skills
Microsoft Excel, Leadership, Series 6, Securities, New Business Development, Strategic Planning, Investments, Finance
Education
University of Missouri-Saint Louis 1996 — 1999
Bachelor of Science (B.S.), Business Administration and Management, General
Wells Fargo Advisors September 2014 - Present
Wells Fargo Advisors January 2008 - September 2014
Commerce Brokerage Services September 2005 - January 2008
John Hancock Financial Services June 2005 - September 2005
TD Ameritrade 2003 - 2005
Union Planters Brokerage 2002 - 2003
US Bancorp Investment Inc 2000 - 2002
Edward Jones 1996 - 1999
U.S. Air Force - Illinois National Guard August 1986 - July 1992
Skills
Microsoft Excel, Leadership, Series 6, Securities, New Business Development, Strategic Planning, Investments, Finance
Education
University of Missouri-Saint Louis 1996 — 1999
Bachelor of Science (B.S.), Business Administration and Management, General
Julie Scheibal's Wells Fargo Advisors Experience August 2010 - December 2011
Job Senior Business Analyst at Charter Communications
Industry Information Technology and Services
Experience
Charter Communications April 2013 - Present
Citi January 2012 - Present
Wells Fargo Advisors August 2010 - December 2011
Express Scripts 2009 - December 2009
Thomson Reuters 1997 - 2009
Thomson Reuters 1997 - 2009
Skills
Vendor Management, Requirements Gathering, Databases, Integration, User Acceptance Testing, Business Analysis, Quality Assurance, CRM, Visio, Requirements Analysis, Business Development, SDLC, Troubleshooting, Software Quality..., Software Documentation, Analysis, SharePoint
Education
University of Missouri-Saint Louis
BA, Sociology
Charter Communications April 2013 - Present
Citi January 2012 - Present
Wells Fargo Advisors August 2010 - December 2011
Express Scripts 2009 - December 2009
Thomson Reuters 1997 - 2009
Thomson Reuters 1997 - 2009
Skills
Vendor Management, Requirements Gathering, Databases, Integration, User Acceptance Testing, Business Analysis, Quality Assurance, CRM, Visio, Requirements Analysis, Business Development, SDLC, Troubleshooting, Software Quality..., Software Documentation, Analysis, SharePoint
Education
University of Missouri-Saint Louis
BA, Sociology
Rich Chapman, CIR's Wells Fargo Advisors Experience June 2015 - Present
Job Solutions Advisor Trainee at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors June 2015 - Present
Edward Jones Investments January 2004 - April 2015
Robert Faerber Law Office January 2001 - December 2003
Dot Foods June 1995 - December 2000
Skills
Certified Internet..., Talent Acquisition, Human Resources, Onboarding, Recruiting, Hiring, Sourcing, Leadership, Applicant Tracking..., Leadership Development, Networking, Employee Relations, College Recruiting, Outlook, Finance, Training, Account Management, Marketing, Interviews, Talent Management, Financial Services
Education
University of Missouri-Saint Louis 2001 — 2003
Bachelor of Arts, Communications
Centralia High School
Wells Fargo Advisors June 2015 - Present
Edward Jones Investments January 2004 - April 2015
Robert Faerber Law Office January 2001 - December 2003
Dot Foods June 1995 - December 2000
Skills
Certified Internet..., Talent Acquisition, Human Resources, Onboarding, Recruiting, Hiring, Sourcing, Leadership, Applicant Tracking..., Leadership Development, Networking, Employee Relations, College Recruiting, Outlook, Finance, Training, Account Management, Marketing, Interviews, Talent Management, Financial Services
Education
University of Missouri-Saint Louis 2001 — 2003
Bachelor of Arts, Communications
Centralia High School
Rich Wells's Wells Fargo Advisors Experience September 2012 - Present
Job Senior Vice President, Product Management Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors September 2012 - Present
Wells Fargo November 2008 - September 2012
Wells Fargo Financial October 2004 - November 2008
Wells Fargo Financial September 1995 - October 2004
PriMerit Bank 1990 - 1995
Skills
Partner Relationship..., Sales Management, Manager of distributed..., Credit, Coaching, Partner Management, Distributed Systems, Strategy, Cross Functional Team..., Business Relationship..., New Business Development, Product Management, Strategic Partnerships, Leadership, Banking, Business Strategy, Call Centers, Consumer Lending, Credit Cards, Executive Management, Finance, Financial Analysis, Financial Services, Forecasting, Lead Generation, Loans, Management, Portfolio Management, Program Management, Relationship Management, Retail, Risk Management, Sales, Sales Operations, Sales Process, Strategic Planning, Team Leadership, Business Analysis
Education
University of Nevada-Reno 1989 — 1994
BS, Finance
Reno High School
Wells Fargo Advisors September 2012 - Present
Wells Fargo November 2008 - September 2012
Wells Fargo Financial October 2004 - November 2008
Wells Fargo Financial September 1995 - October 2004
PriMerit Bank 1990 - 1995
Skills
Partner Relationship..., Sales Management, Manager of distributed..., Credit, Coaching, Partner Management, Distributed Systems, Strategy, Cross Functional Team..., Business Relationship..., New Business Development, Product Management, Strategic Partnerships, Leadership, Banking, Business Strategy, Call Centers, Consumer Lending, Credit Cards, Executive Management, Finance, Financial Analysis, Financial Services, Forecasting, Lead Generation, Loans, Management, Portfolio Management, Program Management, Relationship Management, Retail, Risk Management, Sales, Sales Operations, Sales Process, Strategic Planning, Team Leadership, Business Analysis
Education
University of Nevada-Reno 1989 — 1994
BS, Finance
Reno High School
Michael DeWoskin's Wells Fargo Advisors Experience April 2013 - Present
Job Application Software Engineer at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors April 2013 - Present
Barry-Wehmiller Companies, Inc August 2011 - Present
Roundedcube August 2010 - August 2011
Three Rivers Systems 2004 - 2006
Compuware 2003 - 2003
Computer Associates 1995 - 2003
CA 1995 - 2003
Skills
.NET, Application Development, HTML, CSS, JavaScript, XML, SharePoint, Web Development, ASP.NET, SQL, C#, Web Applications, Microsoft Office, Programming, Databases, Problem Solving, IIS, Software Development, SQL Server, CMS, Microsoft SQL Server, jQuery, Web Services, HTTP
Education
University of Missouri-Saint Louis 1983 — 1987
bs, mis
Wells Fargo Advisors April 2013 - Present
Barry-Wehmiller Companies, Inc August 2011 - Present
Roundedcube August 2010 - August 2011
Three Rivers Systems 2004 - 2006
Compuware 2003 - 2003
Computer Associates 1995 - 2003
CA 1995 - 2003
Skills
.NET, Application Development, HTML, CSS, JavaScript, XML, SharePoint, Web Development, ASP.NET, SQL, C#, Web Applications, Microsoft Office, Programming, Databases, Problem Solving, IIS, Software Development, SQL Server, CMS, Microsoft SQL Server, jQuery, Web Services, HTTP
Education
University of Missouri-Saint Louis 1983 — 1987
bs, mis
Mark Maul's Wells Fargo Advisors Experience April 1986 - Present
Job Vice President Retail Compliance at Wells Fargo Advisors.
Industry Financial Services
Experience
Wells Fargo Advisors April 1986 - Present
Education
University of Missouri-Saint Louis
Bachelor's Degree, Business Administration with emphasis in Accounting
Wells Fargo Advisors April 1986 - Present
Education
University of Missouri-Saint Louis
Bachelor's Degree, Business Administration with emphasis in Accounting
Kerry Bell, CFP®'s Wells Fargo Advisors Experience May 2009 - May 2014
Job Vice President Investments at Raymond James
Industry Financial Services
Experience
Raymond James May 2014 - Present
Wells Fargo Advisors May 2009 - May 2014
Wachovia Securities January 2008 - April 2009
A.G. Edwards & Sons, Inc. December 2001 - December 2007
Skills
Equities, Fixed Income, Investments, Hedging, Wealth Management, Risk Management, Finance, Series 7, Mutual Funds, Securities, Asset Allocation, Alternative Investments, Financial Markets, Credit, Financial Modeling, Trading
Education
University of North Alabama 1993 — 1998
BS, Finance
Huntsville High 1987 — 1991
Raymond James May 2014 - Present
Wells Fargo Advisors May 2009 - May 2014
Wachovia Securities January 2008 - April 2009
A.G. Edwards & Sons, Inc. December 2001 - December 2007
Skills
Equities, Fixed Income, Investments, Hedging, Wealth Management, Risk Management, Finance, Series 7, Mutual Funds, Securities, Asset Allocation, Alternative Investments, Financial Markets, Credit, Financial Modeling, Trading
Education
University of North Alabama 1993 — 1998
BS, Finance
Huntsville High 1987 — 1991
Pamela Neville's Wells Fargo Advisors Experience October 2007 - August 2010
Job Master of Public Administration Program Specialist/Adjunct Faculty
Industry Education Management
Experience
University of New Hampshire August 2010 - Present
Wells Fargo Advisors October 2007 - August 2010
State of NH - Judicial Branch 1983 - 2007
Skills
Nonprofits, Program Management, Program Development, Public Speaking, Program Coordination, Non-profits, Financial Services, Coaching/advising, Adult Education, Market Research, Volunteer Management, Community Outreach, Coaching, Government, Leadership, Policy, Event Planning, Research, Grant Writing, Public Policy
Education
University of New Hampshire
MPA, Public Administration
University of New Hampshire - Whittemore School of Business and Economics
BS Business Administration
College for Financial Planning
Designation - Chartered Retirement Planning Counselor (CRPC), Retirement planning
University of New Hampshire August 2010 - Present
Wells Fargo Advisors October 2007 - August 2010
State of NH - Judicial Branch 1983 - 2007
Skills
Nonprofits, Program Management, Program Development, Public Speaking, Program Coordination, Non-profits, Financial Services, Coaching/advising, Adult Education, Market Research, Volunteer Management, Community Outreach, Coaching, Government, Leadership, Policy, Event Planning, Research, Grant Writing, Public Policy
Education
University of New Hampshire
MPA, Public Administration
University of New Hampshire - Whittemore School of Business and Economics
BS Business Administration
College for Financial Planning
Designation - Chartered Retirement Planning Counselor (CRPC), Retirement planning
David Baumann's Wells Fargo Advisors Experience March 2013 - May 2015
Job Financial Advisor, SwartzbaughFarber and Associates
Industry Financial Services
Experience
Wells Fargo Advisors March 2013 - May 2015
Renaissance Financial April 2005 - March 2013
Vente, Inc. 1999 - 2005
Skills
Insurance, Finance, Financial Advisory, Fixed Annuities, Retirement Planning, Mutual Funds
Education
University of Nebraska-Lincoln 1987 — 1991
BS, Marketing/Management
Wells Fargo Advisors March 2013 - May 2015
Renaissance Financial April 2005 - March 2013
Vente, Inc. 1999 - 2005
Skills
Insurance, Finance, Financial Advisory, Fixed Annuities, Retirement Planning, Mutual Funds
Education
University of Nebraska-Lincoln 1987 — 1991
BS, Marketing/Management
Craig Moen's Wells Fargo Advisors Experience September 2006 - Present
Job Associate Vice PresidentInvestments,Financial Advisor, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors September 2006 - Present
Skills
Retirement Planning, Life Insurance, Retirement, 401k, Insurance, 401k Rollovers, Strategic Planning, Financial Advisory, Leadership, Long-term Care, Saving for Education, Term Life Insurance, Asset Allocation, Employee Benefits, Disability Insurance, Retirement Income..., Wealth Planning, Wealth Transfer
Education
University of Nebraska-Lincoln 1993 — 2000
Wells Fargo Advisors September 2006 - Present
Skills
Retirement Planning, Life Insurance, Retirement, 401k, Insurance, 401k Rollovers, Strategic Planning, Financial Advisory, Leadership, Long-term Care, Saving for Education, Term Life Insurance, Asset Allocation, Employee Benefits, Disability Insurance, Retirement Income..., Wealth Planning, Wealth Transfer
Education
University of Nebraska-Lincoln 1993 — 2000
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
Paul Eveld's Wells Fargo Advisors Experience June 2011 - July 2013
Job Senior Project Manager at Mallinckrodt Pharmaceuticals
Industry Information Technology and Services
Experience
Mallinckrodt Pharmaceuticals November 2014 - Present
MasterCard July 2013 - November 2014
Wells Fargo Advisors June 2011 - July 2013
Midwest IT Consulting October 2008 - June 2011
Monsanto June 2005 - September 2008
Monsanto July 2001 - June 2005
Monsanto August 1997 - June 2001
Skills
Integration, IT Strategy, Business Process, Business Intelligence, SharePoint, Project Management, Management, Leadership, SAP, PMO, Security, Software Development, Business Development, Training, Telecommunications, Access, Data Warehousing, Team Management, Project Delivery, Team Building, IT Audit, ERP, Business Process..., Program Management
Education
University of Missouri-Saint Louis 1975 — 1978
BS Business, IT, Accounting
Mallinckrodt Pharmaceuticals November 2014 - Present
MasterCard July 2013 - November 2014
Wells Fargo Advisors June 2011 - July 2013
Midwest IT Consulting October 2008 - June 2011
Monsanto June 2005 - September 2008
Monsanto July 2001 - June 2005
Monsanto August 1997 - June 2001
Skills
Integration, IT Strategy, Business Process, Business Intelligence, SharePoint, Project Management, Management, Leadership, SAP, PMO, Security, Software Development, Business Development, Training, Telecommunications, Access, Data Warehousing, Team Management, Project Delivery, Team Building, IT Audit, ERP, Business Process..., Program Management
Education
University of Missouri-Saint Louis 1975 — 1978
BS Business, IT, Accounting
Robert Rolofson's Wells Fargo Advisors Experience May 2012 - Present
Job Lead Call Center Planning Analyst at Wells Fargo Advisors
Industry Consumer Services
Experience
Wells Fargo Advisors May 2012 - Present
Ceridian July 2006 - May 2012
Worldwide Wine and Spirits of MO 2009 - 2011
Ceridain January 2004 - January 2006
Skills
Workforce Management, Employee Benefits, Process Improvement, Performance Management, Call Center, HRIS, IVR, Customer Experience, Vendor Management, Customer Satisfaction, Human Resources, Crystal Reports, Outsourcing, Avaya, Benefits Administration, Visio, Analysis, Project Planning, Call Centers
Education
University of Missouri-Saint Louis 1991 — 1995
BSBA, Business Administration
University of Missouri - St
Bachelor Science, Business Administration
Wells Fargo Advisors May 2012 - Present
Ceridian July 2006 - May 2012
Worldwide Wine and Spirits of MO 2009 - 2011
Ceridain January 2004 - January 2006
Skills
Workforce Management, Employee Benefits, Process Improvement, Performance Management, Call Center, HRIS, IVR, Customer Experience, Vendor Management, Customer Satisfaction, Human Resources, Crystal Reports, Outsourcing, Avaya, Benefits Administration, Visio, Analysis, Project Planning, Call Centers
Education
University of Missouri-Saint Louis 1991 — 1995
BSBA, Business Administration
University of Missouri - St
Bachelor Science, Business Administration
Roxanne Smid Salmon's Wells Fargo Advisors Experience February 2014 - April 2014
Job Director
Industry Financial Services
Experience
1st Global July 2014 - Present
Wells Fargo Advisors February 2014 - April 2014
Wells Fargo Advisors January 2012 - January 2014
Wells Fargo Advisors September 2009 - January 2012
Wells Fargo Advisors January 2009 - September 2009
Wachovia Securities, LLC, a predecessor firm of Wells Fargo Advisors, LLC May 2007 - January 2009
Prudential Securities and Wachovia Securities, LLC, predecessor firms of Wells Fargo Advisors, LLC May 2000 - May 2007
Prudential Securities, a predecessor firm of Wells Fargo Advisors, LLC September 1997 - May 2000
Skills
Leadership, Coaching / Learning &..., Risk Management, FINRA, Compliance, Operations, Relationship Management, Project Management, Auditing, Financial Services, Investments, Wealth Management, Equities, Mutual Funds, Retirement Planning, Series 7, Series 63, Series 65, Series 9/10
Education
Lincoln School of Commerce 1989 — 1991
Associate's degree
University of North Texas
University of Nebraska-Lincoln
Criminal Justice with minor in Psychology
1st Global July 2014 - Present
Wells Fargo Advisors February 2014 - April 2014
Wells Fargo Advisors January 2012 - January 2014
Wells Fargo Advisors September 2009 - January 2012
Wells Fargo Advisors January 2009 - September 2009
Wachovia Securities, LLC, a predecessor firm of Wells Fargo Advisors, LLC May 2007 - January 2009
Prudential Securities and Wachovia Securities, LLC, predecessor firms of Wells Fargo Advisors, LLC May 2000 - May 2007
Prudential Securities, a predecessor firm of Wells Fargo Advisors, LLC September 1997 - May 2000
Skills
Leadership, Coaching / Learning &..., Risk Management, FINRA, Compliance, Operations, Relationship Management, Project Management, Auditing, Financial Services, Investments, Wealth Management, Equities, Mutual Funds, Retirement Planning, Series 7, Series 63, Series 65, Series 9/10
Education
Lincoln School of Commerce 1989 — 1991
Associate's degree
University of North Texas
University of Nebraska-Lincoln
Criminal Justice with minor in Psychology
Brandon Burns's Wells Fargo Advisors Experience January 2008 - July 2009
Job Wealth Advisor at Great Western Bank
Industry Financial Services
Experience
Great Western Bank November 2014 - Present
Bank of the West March 2012 - October 2014
Bank of the West June 2009 - March 2012
Wells Fargo Advisors January 2008 - July 2009
Landscapes Golf Group March 1996 - January 2008
Skills
Investments, Banking, Mortgage Lending, Small Business Lending, Loans, Commercial Banking, Commercial Lending, Management, Credit, Series 7, Portfolio Management, Consumer Lending, Wealth Management, Financial Services, Retail Banking, Finance
Education
University of Nebraska-Lincoln 1991 — 1995
BS, Finance
Great Western Bank November 2014 - Present
Bank of the West March 2012 - October 2014
Bank of the West June 2009 - March 2012
Wells Fargo Advisors January 2008 - July 2009
Landscapes Golf Group March 1996 - January 2008
Skills
Investments, Banking, Mortgage Lending, Small Business Lending, Loans, Commercial Banking, Commercial Lending, Management, Credit, Series 7, Portfolio Management, Consumer Lending, Wealth Management, Financial Services, Retail Banking, Finance
Education
University of Nebraska-Lincoln 1991 — 1995
BS, Finance
Melissa Frankenberger, CPA's Wells Fargo Advisors Experience January 2015 - Present
Job Accountant at Wells Fargo
Industry Accounting
Experience
Wells Fargo Advisors January 2015 - Present
Veniti October 2012 - December 2014
Fleishman-Hillard May 2009 - September 2012
Bank of America/Nexstar Financial April 2004 - October 2008
Skills
Accounting, GAAP, General Ledger, Auditing, Financial Reporting, Budgets, Financial Accounting, Microsoft Excel, Accounts Payable, Sarbanes-Oxley Act
Education
Webster University 2004 — 2007
MBA
University of Missouri-Saint Louis 1999 — 2003
BS, Accounting
Wells Fargo Advisors January 2015 - Present
Veniti October 2012 - December 2014
Fleishman-Hillard May 2009 - September 2012
Bank of America/Nexstar Financial April 2004 - October 2008
Skills
Accounting, GAAP, General Ledger, Auditing, Financial Reporting, Budgets, Financial Accounting, Microsoft Excel, Accounts Payable, Sarbanes-Oxley Act
Education
Webster University 2004 — 2007
MBA
University of Missouri-Saint Louis 1999 — 2003
BS, Accounting
Bret Urbanski's Wells Fargo Advisors Experience May 2001 - September 2015
Job Financial Advisor, Managing Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2015 - Present
Wells Fargo Advisors May 2001 - September 2015
Education
University of North Carolina at Chapel Hill
Ameriprise Financial Services, Inc. September 2015 - Present
Wells Fargo Advisors May 2001 - September 2015
Education
University of North Carolina at Chapel Hill
Brett Paine's Wells Fargo Advisors Experience December 2011 - March 2012
Job EPIC Training EpicCare Ambulatory
Industry Hospital & Health Care
Experience
University of Colorado Health August 2014 - Present
University of Colorado Health March 2012 - Present
Wells Fargo Advisors December 2011 - March 2012
Auto Finance/Financial Services June 1998 - July 2008
Skills
Business Analysis, Auditing, Credit, Customer Service, Employee Training, Finance, Healthcare Information..., Hospitals, Integration, Management, Payroll, Process Improvement, Sales, Project Management, Training
Education
University of Nebraska at Kearney 1990 — 1996
Bachelor, Business
University of Colorado Health August 2014 - Present
University of Colorado Health March 2012 - Present
Wells Fargo Advisors December 2011 - March 2012
Auto Finance/Financial Services June 1998 - July 2008
Skills
Business Analysis, Auditing, Credit, Customer Service, Employee Training, Finance, Healthcare Information..., Hospitals, Integration, Management, Payroll, Process Improvement, Sales, Project Management, Training
Education
University of Nebraska at Kearney 1990 — 1996
Bachelor, Business
Sarah Schweppe's Wells Fargo Advisors Experience 2014 - Present
Job Financial Advisor at The Schweppe Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors 2014 - Present
Bank of America 2011 - 2014
Skills
Mutual Funds, Equities, Retirement Planning, Wealth Management, 401k Rollovers, Asset Allocation
Education
Wake Forest University
MA in Management, Business
University of North Carolina at Chapel Hill
BA Journalism and Mass Communication, (Public Relations, Business Journalism)
Charlotte Country Day School
Wells Fargo Advisors 2014 - Present
Bank of America 2011 - 2014
Skills
Mutual Funds, Equities, Retirement Planning, Wealth Management, 401k Rollovers, Asset Allocation
Education
Wake Forest University
MA in Management, Business
University of North Carolina at Chapel Hill
BA Journalism and Mass Communication, (Public Relations, Business Journalism)
Charlotte Country Day School
Douglas Scammell's Wells Fargo Advisors Experience September 2011 - April 2012
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2012 - Present
Wells Fargo Advisors September 2011 - April 2012
Hold Brothers May 1999 - February 2011
Merrill Lynch 1996 - May 1999
Merrill Lynch 1995 - 1996
Education
University of New Hampshire 1990 — 1994
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
University of New Hampshire -- Peter T. Paul College of Business and Economics 1990 — 1994
Business Admin, Finance, Psychology
Ameriprise Financial Services, Inc. April 2012 - Present
Wells Fargo Advisors September 2011 - April 2012
Hold Brothers May 1999 - February 2011
Merrill Lynch 1996 - May 1999
Merrill Lynch 1995 - 1996
Education
University of New Hampshire 1990 — 1994
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
University of New Hampshire -- Peter T. Paul College of Business and Economics 1990 — 1994
Business Admin, Finance, Psychology
Suresh Vishwakarma's Wells Fargo Advisors Experience June 2009 - Present
Job Apps Systems Engineer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors June 2009 - Present
Wachovia Securities, LLC December 2008 - May 2009
Dibon Solutions Inc April 2008 - December 2008
Willbros WestAfrica Inc. December 2002 - March 2008
Elind Computers Private Limited August 2001 - November 2002
Choudhary International Limited December 2000 - July 2001
Jindal Iron and Steel Company Limited November 1999 - December 2000
Skills
SharePoint, Oracle, SQL, Business Analysis, Data Warehousing, Microsoft Office, ASP.NET, Data Analysis, PL/SQL, C#, Unix, Visio, Active Directory
Education
University of Mumbai 1993 — 1998
Bachelor of Science, Physics and Computer Science
Wells Fargo Advisors June 2009 - Present
Wachovia Securities, LLC December 2008 - May 2009
Dibon Solutions Inc April 2008 - December 2008
Willbros WestAfrica Inc. December 2002 - March 2008
Elind Computers Private Limited August 2001 - November 2002
Choudhary International Limited December 2000 - July 2001
Jindal Iron and Steel Company Limited November 1999 - December 2000
Skills
SharePoint, Oracle, SQL, Business Analysis, Data Warehousing, Microsoft Office, ASP.NET, Data Analysis, PL/SQL, C#, Unix, Visio, Active Directory
Education
University of Mumbai 1993 — 1998
Bachelor of Science, Physics and Computer Science
Kristen Ragsdale's Wells Fargo Advisors Experience Unit SecretarySt. Anthony's Medical CenterMay 2002 - January 2010
Job Operations Specialist at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors Unit SecretarySt. Anthony's Medical CenterMay 2002 - January 2010
Education
University of Missouri-Saint Louis 2002 — 2009
Fox Senior High 1997 — 2001
Wells Fargo Advisors Unit SecretarySt. Anthony's Medical CenterMay 2002 - January 2010
Education
University of Missouri-Saint Louis 2002 — 2009
Fox Senior High 1997 — 2001
Laura Hanneken's Wells Fargo Advisors Experience January 2012 - April 2013
Job Loan Officer Assistant at USA Mortgage
Industry Higher Education
Experience
USA Mortgage April 2013 - Present
Wells Fargo Advisors January 2012 - April 2013
Insphere Insurance Solutions 2012 - 2013
Washington University in St. Louis August 2009 - January 2012
Kennedy Capital Management January 2008 - June 2009
Skills
Credit Analysis, FHA, Investments, Mortgage Lending, Real Estate, VA loans, Refinance, Loans, First Time Home Buyers, Underwriting, Accounting, Tax Returns, Return on Investment..., Analytics, Health Insurance, Retirement Planning, Valuation, Microsoft Office, Data Analysis
Education
University of Missouri-Saint Louis 2007 — 2010
Finance, Finance & Accounting
Oakville High School
USA Mortgage April 2013 - Present
Wells Fargo Advisors January 2012 - April 2013
Insphere Insurance Solutions 2012 - 2013
Washington University in St. Louis August 2009 - January 2012
Kennedy Capital Management January 2008 - June 2009
Skills
Credit Analysis, FHA, Investments, Mortgage Lending, Real Estate, VA loans, Refinance, Loans, First Time Home Buyers, Underwriting, Accounting, Tax Returns, Return on Investment..., Analytics, Health Insurance, Retirement Planning, Valuation, Microsoft Office, Data Analysis
Education
University of Missouri-Saint Louis 2007 — 2010
Finance, Finance & Accounting
Oakville High School
Keith Piesbergen's Wells Fargo Advisors Experience March 2014 - Present
Job Solutions Lead at Wells Fargo Advisors
Industry Information Services
Experience
Wells Fargo Advisors March 2014 - Present
Apex Systems March 2013 - March 2014
SyllogisTeks December 2012 - March 2013
Enterprise Holdings Inc. September 2011 - December 2012
Apex Systems May 2010 - September 2011
MasterCard March 2008 - May 2010
Anheuser-Busch 1997 - December 2007
Skills
Data Modeling, Data Warehousing, Database Design, Teradata, Information Architecture, Erwin, Dimensional Modeling, Data Analysis, PowerDesigner, Data Integration, DB2, Relational Databases, Data Warehouse...
Education
Washington University in St. Louis 1989 — 1995
Masters Information Management, Information Resource Management
University of Missouri - St. Louis 1976 — 1987
BSBA, Accounting
Wells Fargo Advisors March 2014 - Present
Apex Systems March 2013 - March 2014
SyllogisTeks December 2012 - March 2013
Enterprise Holdings Inc. September 2011 - December 2012
Apex Systems May 2010 - September 2011
MasterCard March 2008 - May 2010
Anheuser-Busch 1997 - December 2007
Skills
Data Modeling, Data Warehousing, Database Design, Teradata, Information Architecture, Erwin, Dimensional Modeling, Data Analysis, PowerDesigner, Data Integration, DB2, Relational Databases, Data Warehouse...
Education
Washington University in St. Louis 1989 — 1995
Masters Information Management, Information Resource Management
University of Missouri - St. Louis 1976 — 1987
BSBA, Accounting
Willie Griffin's Wells Fargo Advisors Experience December 2011 - October 2013
Job
Industry Investment Management
Experience
WestEnd Advisors December 2014 - Present
Wells Fargo October 2013 - December 2014
Wells Fargo Advisors December 2011 - October 2013
Wells Fargo Advisors December 2010 - December 2011
Wells Fargo Advisors June 2010 - December 2010
Education
University of North Carolina at Chapel Hill 2006 — 2010
Bachelor of Arts (BA)
WestEnd Advisors December 2014 - Present
Wells Fargo October 2013 - December 2014
Wells Fargo Advisors December 2011 - October 2013
Wells Fargo Advisors December 2010 - December 2011
Wells Fargo Advisors June 2010 - December 2010
Education
University of North Carolina at Chapel Hill 2006 — 2010
Bachelor of Arts (BA)
James Glenn's Wells Fargo Advisors Experience June 2012 - September 2014
Job EcoAlpha Asset Management
Industry Financial Services
Experience
EcoAlpha Asset Management September 2014 - Present
Wells Fargo Advisors LLC July 2012 - September 2014
Wells Fargo Advisors June 2012 - September 2014
Skills
Microsoft Office, Social Media, PowerPoint, Finance, Financial Analysis, Marketing, Financial Modeling, Investments, Event Planning, Public Speaking
Education
University of North Carolina at Chapel Hill 2007 — 2011
Bachelor's degree, Public Relations, Advertising, and Applied Communication
RJ Reynolds High School 2004 — 2007
EcoAlpha Asset Management September 2014 - Present
Wells Fargo Advisors LLC July 2012 - September 2014
Wells Fargo Advisors June 2012 - September 2014
Skills
Microsoft Office, Social Media, PowerPoint, Finance, Financial Analysis, Marketing, Financial Modeling, Investments, Event Planning, Public Speaking
Education
University of North Carolina at Chapel Hill 2007 — 2011
Bachelor's degree, Public Relations, Advertising, and Applied Communication
RJ Reynolds High School 2004 — 2007
Sarah A. Teague's Wells Fargo Advisors Experience March 2011 - Present
Job Vice President, Product Manager, Strategic Initiatives Leader
Industry Financial Services
Experience
Wells Fargo Advisors March 2011 - Present
Education
Wake Forest University 2010 — 2012
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 2000 — 2004
BA
Wells Fargo Advisors March 2011 - Present
Education
Wake Forest University 2010 — 2012
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 2000 — 2004
BA
Manuel Pyles's Wells Fargo Advisors Experience October 2007 - Present
Job Senior Vice President Lead Portfolio Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors October 2007 - Present
A.G. Edwards & Sons, Inc. February 1970 - October 2007
Skills
Investments
Education
University of Missouri-Saint Louis 1973 — 1977
Master of Business Administration (MBA)
Wells Fargo Advisors October 2007 - Present
A.G. Edwards & Sons, Inc. February 1970 - October 2007
Skills
Investments
Education
University of Missouri-Saint Louis 1973 — 1977
Master of Business Administration (MBA)
Ryan Gamel's Wells Fargo Advisors Experience August 2013 - Present
Job Securities Service Operations Specialist at Wells Fargo Advisors
Industry Banking
Experience
Wells Fargo Advisors August 2013 - Present
Bank of America September 2011 - March 2013
Northwestern Mutual November 2010 - September 2011
Guitar Center 2009 - 2010
Skills
Microsoft Excel, Microsoft Office, Account Management, PowerPoint, Microsoft Word, Life Insurance, Retirement Planning, Financial Services, Insurance
Education
University of Missouri-Saint Louis 2005 — 2010
BA, Business Administration, International Business, Marketing
University of Missouri-Saint Louis 2005 — 2010
Bachelor of Science (BS), Business, Marketing
Wells Fargo Advisors August 2013 - Present
Bank of America September 2011 - March 2013
Northwestern Mutual November 2010 - September 2011
Guitar Center 2009 - 2010
Skills
Microsoft Excel, Microsoft Office, Account Management, PowerPoint, Microsoft Word, Life Insurance, Retirement Planning, Financial Services, Insurance
Education
University of Missouri-Saint Louis 2005 — 2010
BA, Business Administration, International Business, Marketing
University of Missouri-Saint Louis 2005 — 2010
Bachelor of Science (BS), Business, Marketing
Alecia Gaiter's Wells Fargo Advisors Experience January 2010 - Present
Job Securities Ops Services Specialist at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2010 - Present
Wachovia, A Wells Fargo Company August 2006 - January 2010
Atlanta Tax Service 2006 - 2006
Education
Strayer University (DC) 2007 — 2009
M.Ed., Adult Education
University of North Carolina at Chapel Hill 2002 — 2005
BA, African and African American Studies
Wells Fargo Advisors January 2010 - Present
Wachovia, A Wells Fargo Company August 2006 - January 2010
Atlanta Tax Service 2006 - 2006
Education
Strayer University (DC) 2007 — 2009
M.Ed., Adult Education
University of North Carolina at Chapel Hill 2002 — 2005
BA, African and African American Studies
michael brasfield's Wells Fargo Advisors Experience September 1978 - November 2010
Job unemployed at not applicable
Industry Financial Services
Experience
not applicable November 2010 - Present
Wells Fargo Advisors September 1978 - November 2010
Skills
Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, Research, Data Entry, Team Leadership, Windows
Education
University of Missouri-Saint Louis 1975 — 1977
not applicable November 2010 - Present
Wells Fargo Advisors September 1978 - November 2010
Skills
Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, Research, Data Entry, Team Leadership, Windows
Education
University of Missouri-Saint Louis 1975 — 1977
Richard Mohr's Wells Fargo Advisors Experience April 2009 - April 2012
Job Complex Service Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2012 - Present
Wells Fargo Advisors April 2009 - April 2012
Skills
Series 7, Series 63, Trading, Mutual Funds, Wealth Management, Securities, Investments, Retirement Planning, Asset Allocation, Equities, Portfolio Management, Asset Management, FINRA, Series 9, Series 10, Operations Management
Education
University of Nebraska at Omaha 2010 — 2012
Master of Business Administration (M.B.A.), MBA
University of Nebraska-Lincoln 2000 — 2004
Bachelor of Science (BS), Agricultural Economics
Morgan Stanley April 2012 - Present
Wells Fargo Advisors April 2009 - April 2012
Skills
Series 7, Series 63, Trading, Mutual Funds, Wealth Management, Securities, Investments, Retirement Planning, Asset Allocation, Equities, Portfolio Management, Asset Management, FINRA, Series 9, Series 10, Operations Management
Education
University of Nebraska at Omaha 2010 — 2012
Master of Business Administration (M.B.A.), MBA
University of Nebraska-Lincoln 2000 — 2004
Bachelor of Science (BS), Agricultural Economics
Jeffrey S Wasson's Wells Fargo Advisors Experience November 2012 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors November 2012 - Present
Morgan Stanley Smith Barney February 1999 - November 2012
Skills
Investments, Finance, Insurance, Retirement Planning, Mutual Funds, Financial Services, Securities
Education
University of Nevada-Las Vegas 1980 — 1982
Bachelor of Science (B.S.), Finance, General
Wells Fargo Advisors November 2012 - Present
Morgan Stanley Smith Barney February 1999 - November 2012
Skills
Investments, Finance, Insurance, Retirement Planning, Mutual Funds, Financial Services, Securities
Education
University of Nevada-Las Vegas 1980 — 1982
Bachelor of Science (B.S.), Finance, General
Kevin Spurlock's Wells Fargo Advisors Experience April 2012 - Present
Job Site Coordinator, Corporate Learning and Events Center Team (contracted through Mergis Group) at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors April 2012 - Present
Education
University of Missouri-Saint Louis 2009 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Wells Fargo Advisors April 2012 - Present
Education
University of Missouri-Saint Louis 2009 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Tripp Zimmerman, CFA's Wells Fargo Advisors Experience March 2010 - November 2012
Job Associate Director of Research at WisdomTree Asset Management
Industry Investment Management
Experience
WisdomTree Asset Management July 2015 - Present
WisdomTree Asset Management February 2013 - July 2015
TD Ameritrade November 2012 - February 2013
Wells Fargo Advisors March 2010 - November 2012
TIAA-CREF November 2009 - March 2010
Evergreen Investments May 2006 - November 2009
Skills
Chartered Financial..., Series 7, Series 63, Financial Advisory, Investments, Stock Research, Fixed Income, Equity Research, Fixed Income Analysis, Equity Research Analysis, Investment Theory, Investment Valuation, Economics, Investment Selection, Research, Finance, Retirement Planning, Financial Markets, Portfolio Management
Education
University of North Carolina at Chapel Hill 2002 — 2006
Bachelor of Arts (BA), Economics and Philosophy
WisdomTree Asset Management July 2015 - Present
WisdomTree Asset Management February 2013 - July 2015
TD Ameritrade November 2012 - February 2013
Wells Fargo Advisors March 2010 - November 2012
TIAA-CREF November 2009 - March 2010
Evergreen Investments May 2006 - November 2009
Skills
Chartered Financial..., Series 7, Series 63, Financial Advisory, Investments, Stock Research, Fixed Income, Equity Research, Fixed Income Analysis, Equity Research Analysis, Investment Theory, Investment Valuation, Economics, Investment Selection, Research, Finance, Retirement Planning, Financial Markets, Portfolio Management
Education
University of North Carolina at Chapel Hill 2002 — 2006
Bachelor of Arts (BA), Economics and Philosophy
Nicholas Bova's Wells Fargo Advisors Experience September 2014 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors September 2014 - Present
Wells Fargo Advisors August 2013 - August 2014
St. Louis Transplants June 2012 - August 2013
Skills
Leadership, Financial Services, Communication, Marketing, Management, Customer Service, Time Management, Microsoft Excel, Financial Planning, Sales, QuickBooks, Financial Analysis, Personal Financial..., Series 7, Microsoft Office, Series 63, Event Management
Education
University of Missouri-Saint Louis 2010 — 2013
Bachelor of Arts (B.A.), Political Science and Government
Christian Brothers College High School College Prep. Academy 1999 — 2003
Wells Fargo Advisors September 2014 - Present
Wells Fargo Advisors August 2013 - August 2014
St. Louis Transplants June 2012 - August 2013
Skills
Leadership, Financial Services, Communication, Marketing, Management, Customer Service, Time Management, Microsoft Excel, Financial Planning, Sales, QuickBooks, Financial Analysis, Personal Financial..., Series 7, Microsoft Office, Series 63, Event Management
Education
University of Missouri-Saint Louis 2010 — 2013
Bachelor of Arts (B.A.), Political Science and Government
Christian Brothers College High School College Prep. Academy 1999 — 2003
Obadeisha Bailey's Wells Fargo Advisors Experience December 2014 - Present
Job Accountant at Wells Fargo Advisors
Industry Accounting
Experience
Wells Fargo Advisors December 2014 - Present
Cassidy Turley February 2014 - December 2014
Metropolitan St. Louis Sewer District May 2013 - February 2014
Child Care August 2008 - May 2010
Education
University of Missouri-Saint Louis 2010 — 2014
Accounting
Wells Fargo Advisors December 2014 - Present
Cassidy Turley February 2014 - December 2014
Metropolitan St. Louis Sewer District May 2013 - February 2014
Child Care August 2008 - May 2010
Education
University of Missouri-Saint Louis 2010 — 2014
Accounting
Pamela Blake's Wells Fargo Advisors Experience July 2013 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo Advisors July 2013 - Present
Stifel Financial April 2011 - September 2012
Stifel Financial Corp. 2008 - 2012
Stifel Financial August 2008 - April 2011
CitiMortgage, O April 2007 - July 2008
CitiMortgage, O March 2006 - April 2007
CitiMortgage, O June 2004 - March 2006
Education
Webster University 2010 — 2015
Master’s Business Administration (M.B.A; M.B.A, Business Administration and Management, General
University of Missouri-Saint Louis 1996 — 2003
Bachelor of Science, Accounting
Wells Fargo Advisors July 2013 - Present
Stifel Financial April 2011 - September 2012
Stifel Financial Corp. 2008 - 2012
Stifel Financial August 2008 - April 2011
CitiMortgage, O April 2007 - July 2008
CitiMortgage, O March 2006 - April 2007
CitiMortgage, O June 2004 - March 2006
Education
Webster University 2010 — 2015
Master’s Business Administration (M.B.A; M.B.A, Business Administration and Management, General
University of Missouri-Saint Louis 1996 — 2003
Bachelor of Science, Accounting
Kritikos Michael's Wells Fargo Advisors Experience September 2013 - Present
Job
Industry
Experience
Wells Fargo Advisors September 2013 - Present
Education
University of Nebraska-Lincoln
Bachelor of Business Administration (B.B.A.), Marketing
Wells Fargo Advisors September 2013 - Present
Education
University of Nebraska-Lincoln
Bachelor of Business Administration (B.B.A.), Marketing
Don Bratten's Wells Fargo Advisors Experience December 2007 - December 2012
Job Professional seeking new opportunity
Industry Financial Services
Experience
In Transition Investment AdvisorStifel Financial Corp.January 2013 - August 2013
Wells Fargo Advisors December 2007 - December 2012
A.G. Edwards September 1988 - December 2007
Agri Affiliates November 1986 - August 1988
Owner March 1972 - September 1986
Education
A.G. Edwards and Sons Investments 1988 — 2007
Series 7,6,63,65 Licenses
University of Nebraska at Kearney 1968 — 1972
Bachelor of Applied Science (B.A.Sc.), Biology, General
Brady High School 1964 — 1968
Diploma was Valedictorian of the class
In Transition Investment AdvisorStifel Financial Corp.January 2013 - August 2013
Wells Fargo Advisors December 2007 - December 2012
A.G. Edwards September 1988 - December 2007
Agri Affiliates November 1986 - August 1988
Owner March 1972 - September 1986
Education
A.G. Edwards and Sons Investments 1988 — 2007
Series 7,6,63,65 Licenses
University of Nebraska at Kearney 1968 — 1972
Bachelor of Applied Science (B.A.Sc.), Biology, General
Brady High School 1964 — 1968
Diploma was Valedictorian of the class
Teniesha Clay's Wells Fargo Advisors Experience August 2008 - March 2011
Job
Industry Financial Services
Experience
U.S. Bank June 2014 - Present
U.S. Bank 2014 - 2015
Jeollanamdo Office of Education October 2011 - November 2013
Wells Fargo Advisors August 2008 - March 2011
Citi May 2005 - August 2008
Lincare Home Medical Eqpt August 2002 - May 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Process Improvement, mortgage serv, reconciliation, quanti, critical thinkin, audit, technical writing, relationship building, Teaching, Loan Work-outs, Relationship Management, Loss Mitigation, Auditing, Salesforce.com, Finance, Bankruptcy, Foreclosures, Procedure Compliance, Procedure Development, CRM, Mortgage Lending
Education
University of Missouri-Saint Louis
B.S. Public Administration, Public Policy Analysis, 3.0
U.S. Bank June 2014 - Present
U.S. Bank 2014 - 2015
Jeollanamdo Office of Education October 2011 - November 2013
Wells Fargo Advisors August 2008 - March 2011
Citi May 2005 - August 2008
Lincare Home Medical Eqpt August 2002 - May 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Process Improvement, mortgage serv, reconciliation, quanti, critical thinkin, audit, technical writing, relationship building, Teaching, Loan Work-outs, Relationship Management, Loss Mitigation, Auditing, Salesforce.com, Finance, Bankruptcy, Foreclosures, Procedure Compliance, Procedure Development, CRM, Mortgage Lending
Education
University of Missouri-Saint Louis
B.S. Public Administration, Public Policy Analysis, 3.0
Noah Hunt's Wells Fargo Advisors Experience Client Service ManagerWells Fargo AdvisorsNovember 2012 - Present
Job Client Service Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors Client Service ManagerWells Fargo AdvisorsNovember 2012 - Present
Skills
Financial Services, financial management..., financial adv, public policy...
Education
University of Missouri-Saint Louis 2005 — 2007
Master of Arts (M.A.), Public Policy Administration
Wells Fargo Advisors Client Service ManagerWells Fargo AdvisorsNovember 2012 - Present
Skills
Financial Services, financial management..., financial adv, public policy...
Education
University of Missouri-Saint Louis 2005 — 2007
Master of Arts (M.A.), Public Policy Administration
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