Wells Fargo Advisors

Industry: Subsidiary

Description

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

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

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

Wells Fargo Advisors Employees

Employee
Years
Job
Industry
Stephen Collie Stephen Collie Charlotte, North Carolina Details
Stephen Collie's Wells Fargo Advisors Experience March 2007 - August 2011
Job Regional Sales Executive at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch  October 2015 - Present
Bank of America Merrill Lynch  December 2013 - October 2015
Bank of America Merrill Lynch  July 2012 - December 2013
Bank of America Merrill Lynch  September 2011 - July 2012
Wells Fargo Advisors   March 2007 - August 2011
Wachovia, A Wells Fargo Company  January 2004 - March 2007

Skills
Financial Planning, Wealth Management, Investments, Retirement Planning, Mutual Funds, Series 7, Series 63, Series 65, Series 9, Series 10, Brokerage, Financial Advisory, Client Relationship..., Retirement Solutions, Sales Management, Sales Management..., Finance, Banking, Loans

Education
UNC Charlotte   1998 — 2002
Bachelors of Science in Business Administration, Marketing

JAY BRAXTON JAY BRAXTON Saint Augustine, Florida Details
JAY BRAXTON's Wells Fargo Advisors Experience December 2013 - Present
Job Consumer & Small Business Banker | Brokerage Associate at Wells Fargo & Company
Industry Financial Services
Experience
Wells Fargo Advisors   December 2013 - Present
Wells Fargo Bank, N.A.   November 2012 - Present

Skills
Retail Banking, Finance, Account Management, Sales Management, Credit Management, Debt Management, Business Strategy, Amortization, Budgets, Time Value of Money, Microsoft Office, Team Management, Diamonds, Watches, Banking, Insurance, Financial Analysis, Customer Service, Relationship Management, Credit

Education
University of North Florida - College of Business Administration   2007 — 2010
BA, Finance & Accounting, General

Alex Barrett Alex Barrett Winston Salem, North Carolina Details
Alex Barrett's Wells Fargo Advisors Experience June 2011 - August 2011
Job Financial Advisor, HogeBarrett Group at Scott & Stringfellow
Industry Financial Services
Experience
Scott & Stringfellow  May 2014 - Present
Watermark Advisors   June 2012 - May 2014
Wells Fargo Advisors   June 2011 - August 2011

Skills
Financial Modeling, Enterprise Valuation, Valuation Modeling, Portfolio Management, Equity Valuation, Derivatives, Black-Scholes, Series 63, Series 7, Series 65

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2008 — 2012
Business Administration, Finance

Dang Nguyen Dang Nguyen Greater Seattle Area Details
Dang Nguyen's Wells Fargo Advisors Experience June 2010 - August 2010
Job Vendor Manager at Amazon
Industry Internet
Experience
Amazon  April 2013 - Present
EY  August 2011 - March 2013
Wells Fargo Advisors   June 2010 - August 2010
W5  May 2009 - August 2009

Skills
Market Research, Analytics, Strategy, Marketing Strategy, Competitive Analysis, E-commerce, Business Strategy, Pricing Strategy, Financial Modeling, Negotiation, Online Marketing, SEO, Microsoft Excel

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
BS, Business Administration

Laura Schreiber Laura Schreiber Greater St. Louis Area Details
Laura Schreiber's Wells Fargo Advisors Experience November 2012 - Present
Job Operations Analyst at Wells Fargo Advisors
Industry Accounting
Experience
Wells Fargo Advisors   November 2012 - Present
Wells Fargo Advisors   January 2012 - November 2012
University of North Texas  February 2008 - August 2010
Nederlander Concerts  June 2009 - August 2009
Lantana Golf Club  April 2007 - October 2007

Skills
PowerPoint, Microsoft Excel, Customer Service, Microsoft Word, Microsoft Office, Leadership Development, Social Networking, Access, Outlook, Leadership, Analysis, Budgets, Data Analysis, Financial Analysis, Time Management, Marketing, Social Media

Education
University of North Texas   2006 — 2010
Bachelor of Science, Accounting Control Systems

Alan Wray Alan Wray Charlotte, North Carolina Area Details
Alan Wray's Wells Fargo Advisors Experience December 1998 - June 2013
Job Wealth Advisor known for getting family finances organized, developing financial plans and building wealth
Industry Financial Services
Experience
Wells Fargo Advisors   December 1998 - June 2013
-  2002 - 2004
-  2000 - 2002

Skills
Investments, Securities, Trading, Risk Management, Mutual Funds, Banking, Equities, Fixed Income, Options, Customer Service, Trading Strategies, Research, Client Services, Asset Allocation, Strategic Financial..., Investment Strategies, Analysis, CRM, Performance Management, Policy, Corporate Actions, Series 7, Investment Advisory, Retirement Planning, Series 63, Wealth Management, Financial Services, Finance, Financial Advisory, ETFs, Wealth, Alternative Investments, Bonds

Education
University of North Carolina at Charlotte
Bachelor of Science (B.S.), Finance

Jeff Eason Jeff Eason New York, New York Details
Jeff Eason's Wells Fargo Advisors Experience May 2009 - August 2009
Job Fixed Income Analyst at Aflac Global Investments
Industry Investment Banking
Experience
Aflac Global Investments  March 2015 - Present
Deutsche Bank  April 2012 - March 2015
SunTrust Robinson Humphrey  June 2010 - April 2012
Wells Fargo Advisors   May 2009 - August 2009
UBS  May 2007 - August 2008

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2006 — 2010
Business Administration, Finance

Alex Rapp Alex Rapp Charlotte, North Carolina Area Details
Alex Rapp's Wells Fargo Advisors Experience February 2013 - April 2014
Job Apps/Programmer
Industry Financial Services
Experience
Wells Fargo Retirement Technology   October 2014 - Present
Wells Fargo Retirement Technology   April 2014 - October 2014
Wells Fargo Advisors   February 2013 - April 2014
TIAA-CREF  June 2011 - November 2012

Skills
Data Visualization, Computer Graphics, Programming, Integration, Software Project..., Software Engineering, User Experience

Education
University of North Carolina at Charlotte   2009 — 2012
Bachelors of Science, Computer Science

Tyler Hollifield Tyler Hollifield Charlotte, North Carolina Details
Tyler Hollifield's Wells Fargo Advisors Experience June 2013 - August 2013
Job Analytic Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  January 2015 - Present
Wells Fargo  July 2014 - April 2015
Wells Fargo  July 2014 - January 2015
Wells Fargo Advisors   June 2013 - August 2013

Skills
Finance, Microsoft Excel, Leadership, Economics, Data Analysis, Strategic Planning, Time Management, Customer Service, Problem Solving, Event Planning, Business Analysis, Data, Financial Services, Statistical Data..., Communication, EEO/AA Compliance, PowerPoint, Microsoft Office, Future Trends, Project Management, Project Planning, Project Analysis, Business Intelligence, Oracle BIEE, Broker-Dealer, Talent Acquisition, Recruiting, Affirmative Action..., Affirmative Action, Diversity & Inclusion, Brokerage

Education
University of North Carolina at Wilmington   2010 — 2013
Bachelor of Science (B.S.), Economics and Finance

Hoschule Bremen - Bremen, Germany
International Business and Finance

East Forsyth High School   2006 — 2010
High School Diploma

Michael Berard Michael Berard Chapel Hill, North Carolina Details
Michael Berard's Wells Fargo Advisors Experience December 2000 - March 2007
Job Senior Vice President/Wealth Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  March 2007 - Present
Wells Fargo Advisors   December 2000 - March 2007

Skills
Asset Protection, Series 7, Investments, Private Banking, Portfolio Management, Wealth, Finance, Financial Risk, Wealth Management, Wealth Management..., Investment Advisory, Operations Management, Retirement Planning, Asset Allocation, Coaching

Education
University of North Carolina at Chapel Hill
Bachelor of Arts, Economics

Samantha B. Link Samantha B. Link Glen Allen, Virginia Details
Samantha B. Link's Wells Fargo Advisors Experience January 2015 - July 2015
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade  July 2015 - Present
Wells Fargo Advisors   January 2015 - July 2015
Wells Fargo Advisors   July 2014 - January 2015
Wells Fargo Advisors, LLC  June 2011 - July 2014
Wells Fargo Advisors, LLC  April 2010 - May 2011
Wells Fargo Advisors, LLC  November 2008 - April 2010
Wells Fargo Advisors, LLC  August 2007 - November 2008

Skills
Asset Allocation, Investments, Microsoft Office, Financial Services, Securities, Financial Analysis, Analysis, DTC, Euroclear, Equities, Training, SmartStation, Portfolio Insight, Wisdom, OpsFails, BETA Mainframe, Blackbird, CusipWeb, SmartTrack, Local Market Settlements, Risk Management

Education
University of North Carolina at Wilmington   2003 — 2007
Bachelor of Arts, Political Science; International Affairs; Environmental Studies

Celeste Renaldo Celeste Renaldo Charlotte, North Carolina Area Details
Celeste Renaldo's Wells Fargo Advisors Experience June 2002 - Present
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   June 2002 - Present
AXA Advisors  2000 - 2002

Skills
Relationship Management, Retirem, retirement income, Multi-generational..., Financial Analysis, Mutual Funds, Business Owner Planning, 401k Rollovers, Asset Allocation, Financial Services, Strategic Planning

Education
University of North Carolina at Charlotte - Belk College of Business   1990 — 1992
M.B.A., Finance

University of North Carolina at Charlotte - Belk College of Business   1987 — 1989
B.S., Business

Northampton Community College   1969 — 1971
AAS, Dental Hygiene

Stacy Nickels Stacey, PMP Stacy Nickels Stacey, PMP Charlotte, North Carolina Details
Stacy Nickels Stacey, PMP's Wells Fargo Advisors Experience January 2013 - Present
Job Technology Project Manager at Wells Fargo Advisors
Industry Computer Software
Experience
Wells Fargo Advisors   January 2013 - Present
Velocitor Solutions  October 2012 - December 2012
C5 Insight  August 2011 - October 2012
The Inspiration Networks  January 2009 - August 2011
Bank of America  January 2008 - January 2009

Skills
SharePoint, Business Analysis, Process Improvement, Project Management, Visio, PMP

Education
University of North Carolina at Charlotte   2008 — 2008
Project Management Certificate

University of North Carolina at Wilmington   2001 — 2005
BA

Joseph Grier Joseph Grier Charlotte, North Carolina Area Details
Joseph Grier's Wells Fargo Advisors Experience May 2014 - August 2014
Job CSR at Metlife
Industry Financial Services
Experience
MetLife  July 2015 - Present
Wells Fargo Advisors   May 2014 - August 2014
Joseph Grier LLC   March 2014 - May 2014
E*TRADE Financial  November 2013 - April 2014
Right Moves For Youth  2006 - 2014
Convergys  May 2013 - November 2013
Liberty Tax Service  September 2012 - April 2013
Vanguard  August 2011 - March 2012
Wells Fargo Advisors   March 2011 - August 2011
Primerica Inc  August 2009 - March 2011

Skills
Financial Analysis, Sales, Team Building, Insurance, Customer Service, Investments, Strategic Financial..., Leadership, Microsoft Office, Strategic Planning, Inventory Management, Public Speaking, Team Leadership, PowerPoint, Microsoft Excel, Marketing, Microsoft Word, Retirement, Forecasting, Coaching, Finance, Negotiation, Mutual Funds, Series 7, Asset Managment, Budgets, Employee Benefits

Education
University of North Carolina at Charlotte - Belk College of Business   2008 — 2010
BSBA, Finance

Kris Alston Kris Alston New York, New York Details
Kris Alston's Wells Fargo Advisors Experience August 2010 - May 2012
Job European Equity Research Sales at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch  July 2014 - Present
Bank of America  June 2013 - August 2013
Wells Fargo  August 2012 - May 2013
Wells Fargo Advisors   August 2010 - May 2012
Spon­sors for Edu­ca­tional Oppor­tu­nity   April 2011 - June 2011
Wells Fargo  September 2009 - August 2010
848 Talent Management   April 2005 - November 2008

Skills
Investments, Securities, Finance, Banking, Credit, Equities, Management, Retirement, Sales, Asset Allocation, 401k, IRAs, Emerging Markets, Financial Services, Portfolio Management

Education
University of North Carolina at Charlotte   2010 — 2014
Bachelor of Arts (B.A.), African Studies

Paul Jung Paul Jung Greater St. Louis Area Details
Paul Jung's Wells Fargo Advisors Experience September 2013 - Present
Job PCG Consultant — Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   September 2013 - Present
Bank of America Merrill Lynch  August 2011 - September 2013
Bank of America Merrill Lynch  September 2010 - April 2011
BB&T  June 2010 - August 2010

Skills
Operations Management, Process Improvement, Securities, Project Management, Economics, Fixed Income, Debt Settlement, Operational Risk..., Trading, Wealth Management..., Quantitative Analytics, Data Analysis, Financial Modeling, Financial Reporting, Strategic Planning, Business Strategy, Business Analysis

Education
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), Economics

david scott pruitt david scott pruitt Birmingham, Alabama Area Details
david scott pruitt's Wells Fargo Advisors Experience January 2008 - May 2014
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2014 - Present
Wells Fargo Advisors   January 2008 - May 2014
A.G. Edwards   July 2001 - January 2008

Education
University of North Carolina at Chapel Hill
Master of Business Administration (MBA)

University of Virginia

Robert Bills Robert Bills Washington D.C. Metro Area Details
Robert Bills's Wells Fargo Advisors Experience June 2011 - August 2011
Job Senior Associate at Capital One
Industry Financial Services
Experience
Capital One  July 2015 - Present
Capital One  February 2014 - June 2015
Capital One  July 2012 - January 2014
Wells Fargo Advisors   June 2011 - August 2011
UNC Fluids Lab   May 2009 - May 2011

Skills
Financial Analysis, Microsoft Excel, PowerPoint, Valuation, Data Analysis, Corporate Finance, Research, SQL, Problem Solving, Financial Modeling, Marketing Strategy, Customer Insight, Tableau

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2010 — 2012
BSBA, Finance

University of North Carolina at Chapel Hill   2008 — 2012
Minor, Mathematics

Charlotte Country Day School   1995 — 2008

Robert Rowell Robert Rowell Charlotte, North Carolina Area Details
Robert Rowell's Wells Fargo Advisors Experience June 1994 - Present
Job Financial Advisor Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   June 1994 - Present
Wachovia Bank  June 1983 - July 1994
UNC-Charlotte Admissions Office   August 1981 - June 1983

Skills
Investments, Retirement Planning, Finance, Insurance, Banking, Investment Strategies, Consumer Lending, Mortgage Lending, Wealth, Estate Planning, Loans, Wealth Management, Financial Advisory, Program Management, Mutual Funds

Education
University of North Carolina at Charlotte   1977 — 1981
Bachelor of Arts (B.A.), Business Administration and Management, General

University of North Carolina- Charlotte   1977 — 1981
Bachelor of Arts (B.A.), Business Administration and Management, General

HOLLY LAWRENCE HOLLY LAWRENCE Wilmington, North Carolina Details
HOLLY LAWRENCE's Wells Fargo Advisors Experience April 2013 - Present
Job Branch Liaison at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   April 2013 - Present
IronGate Partners, Inc.   June 2012 - April 2013
Wells Fargo Advisors   2009 - June 2012

Education
University of North Carolina at Wilmington   1993 — 1997
Bachelor of Arts (B.A.), Communication and Media Studies

Lawson Kluttz Lawson Kluttz Washington, District Of Columbia Details
Lawson Kluttz's Wells Fargo Advisors Experience June 2011 - August 2011
Job Special Assistant to the Majority Leader at U.S. House of Representatives
Industry Government Administration
Experience
U.S. House of Representatives   July 2014 - Present
U.S. House of Representatives   July 2013 - July 2014
U.S. House of Representatives   March 2013 - June 2013
The First Tee of the Triad   August 2012 - March 2013
University of North Carolina at Chapel Hill  August 2008 - 2012
Wells Fargo Advisors   June 2011 - August 2011

Skills
Politics, Research, Policy Analysis, International Relations, Public Policy, Leadership, Spanish

Education
University of North Carolina at Chapel Hill   2008 — 2012
Bachelor of Arts (B.A.), Peace, War, and Defense

Arnold Rosales Arnold Rosales Charlotte, North Carolina Details
Arnold Rosales's Wells Fargo Advisors Experience November 2012 - July 2013
Job Advisor Direct Financial Advisor
Industry Financial Services
Experience
PNC  July 2014 - Present
LPL Financial  July 2013 - July 2014
Wells Fargo Advisors   November 2012 - July 2013
Wells Fargo Advisors   April 2011 - November 2012
Wells Fargo  January 2007 - April 2011

Education
UNC Charlotte   2000 — 2005
: B.S.B.A. in International Business

Chet Morrell Chet Morrell Greater Denver Area Details
Chet Morrell's Wells Fargo Advisors Experience July 2013 - January 2014
Job Student at University of Denver
Industry Marketing and Advertising
Experience
Wells Fargo Advisors   July 2013 - January 2014
Pura Vida Fitness & Spa  June 2013 - August 2013

Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Teamwork, Social Media Marketing, Facebook

Education
University of Denver   2013 — 2014
Economics, Senior

University of Northern Colorado   2010 — 2012
Finance, General, 3.4 GPA

Amanda Sieusahai Amanda Sieusahai Jacksonville, Florida Details
Amanda Sieusahai's Wells Fargo Advisors Experience July 2009 - July 2010
Job Lead Generation and Digital Marketing Manager
Industry Marketing and Advertising
Experience
NGDATA   January 2014 - Present
MECLABS  March 2013 - August 2013
MECLABS  November 2011 - March 2013
World Food Programme  September 2010 - November 2010
Wells Fargo Advisors   July 2009 - July 2010

Skills
Market Research, Social Media Marketing, Lead Generation, Analytics, Landing Page..., Email Marketing, Marketing, Web Analytics, Online Marketing, Research, Public Relations, Marketing Strategy, Omniture, Data Analysis, Strategy, Online Advertising, SEO, Google Analytics

Education
Paris Graduate School of Management

University of North Florida
BBA, Finance

Ben Schapira Ben Schapira Charlotte, North Carolina Details
Ben Schapira's Wells Fargo Advisors Experience July 2013 - November 2014
Job Portfolio Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  November 2014 - Present
Wells Fargo Advisors   July 2013 - November 2014
Wells Fargo  May 2012 - August 2012
Associated Mortgage Bankers, Inc  June 2011 - August 2011

Skills
Microsoft Excel, Public Relations, Microsoft Office, PowerPoint, Microsoft Word, Research, Customer Service, Public Speaking, Social Media, Data Analysis, Outlook, Leadership, Financial Analysis, Photoshop, Market Research

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2009 — 2013
Bachelor's Degree, Finance, Economics, 3.7

Ryan RJ Johnson Ryan RJ Johnson Charlotte, North Carolina Details
Ryan RJ Johnson's Wells Fargo Advisors Experience July 2015 - Present
Job Business Systems Consultant IV Brokerage Technology at Wells Fargo Advisors
Industry Banking
Experience
Wells Fargo Advisors   July 2015 - Present
TrueBridge Resources, A North Highland Company  April 2015 - May 2015
TrueBridge Resources, A North Highland Company  October 2014 - January 2015
TrueBridge Resources, A North Highland Company  November 2013 - 2014
The Coca-Cola Company  October 2012 - May 2013
Tom James Company  September 2011 - June 2012
Play For Hope   January 2009 - December 2009
FC Fredericksburg   May 2008 - July 2008

Skills
Leadership, Public Speaking, Fundraising, Coaching, Project Management, Teamwork, Management, Social Media Marketing, Proposal Writing, Cold Calling, PowerPoint, Project Planning, Marketing Strategy, Microsoft Office, Recruiting, Social Networking, Market Research, Account Management, Nonprofits, Brand Development, Strategy, Blogging, Communication, Data Analysis, Prospecting, Idea Generation, Consultative Sales, Management Consulting, Relationship..., Personal Styling, Real Estate, Commercial Real Estate, Real Estate Development, Real Estate Financing

Education
Wake Forest University - Babcock Graduate School of Management   2009 — 2010
Master of Arts, Business Management

University of North Carolina at Chapel Hill   2005 — 2009
Bachelor's Degree, Interpersonal and Organizational Communication Studies, with a Minor in Entrepreneurship

Charlotte Country Day School   1990 — 2005

Dominick Davis Dominick Davis Charlotte, North Carolina Details
Dominick Davis's Wells Fargo Advisors Experience July 2015 - Present
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   July 2015 - Present
Wells Fargo Advisors   September 2010 - Present
Bank of America  October 2007 - July 2010
E*TRADE Financial Corporation  January 2006 - October 2007

Skills
Financial Services, Investments, Securities, Banking, Mutual Funds

Education
University of North Carolina at Charlotte
Bachelor of Science (B.S.), Criminal Justice

Timothy Block Timothy Block Charlotte, North Carolina Area Details
Timothy Block's Wells Fargo Advisors Experience June 2007 - June 2008
Job Corporate Banking Account Manager at Wells Fargo Equipment Finance
Industry Financial Services
Experience
Wells Fargo  August 2013 - Present
Wells Fargo Capital Finance  May 2011 - August 2013
Wells Fargo Capital Finance  June 2008 - 2010
Wells Fargo Advisors   June 2007 - June 2008

Skills
Syndications, Credit Analysis, Credit, Loans, Commercial Lending, Capital Equipment, Commercial Leasing, Underwriting, Asset Based Lending, Capital Markets, Financial Modeling, Corporate Finance

Education
University of North Carolina at Wilmington   2001 — 2005
Bachelor's degree, International Business

Jennifer M. Michalek, MA, LMFT Jennifer M. Michalek, MA, LMFT Charlotte, North Carolina Area Details
Jennifer M. Michalek, MA, LMFT's Wells Fargo Advisors Experience June 2010 - December 2010
Job Licensed Marriage and Family Therapist at Mt. Holly Counseling Center
Industry Mental Health Care
Experience
Mt. Holly Counseling Center   October 2013 - Present
Day By Day Family Services   March 2013 - September 2013
The Right Way Agency, Inc.   March 2012 - February 2013
Wells Fargo Advisors   June 2010 - December 2010
The Renfrew Center  May 2009 - May 2010

Skills
Banking, Accounting, Microsoft Office, Outlook, Lotus Notes, Securities, Customer Service, Event Planning, Community Outreach, Communication, General Ledger, Account Reconciliation, Bank Reconciliation, Qualified Retirement..., Tax, Family Therapy, Group Therapy, Play Therapy, Mental Health Counseling, Child Mental Health, Treatment, Interventions

Education
Pfeiffer University   2007 — 2010
Master of Arts (M.A.), Marriage and Family Therapy

University of North Carolina at Charlotte   1994 — 1998
Bachelor of Arts (B.A.), Psychology

Dani Wright Dani Wright Athens, Georgia Area Details
Dani Wright's Wells Fargo Advisors Experience 2011 - Present
Job Regional Sales Manager,SVPNational Sales at Wells Fargo Advisors
Industry Investment Management
Experience
Wells Fargo Advisors   2011 - Present
Wells Fargo Advisors   December 2005 - October 2011
Morgan Keegan  2001 - 2005

Education
University of Northern Colorado

Michael E. Blair Michael E. Blair Charlotte, North Carolina Details
Michael E. Blair's Wells Fargo Advisors Experience 1983 - 2009
Job Senior Vice President at CAPTRUST Financial Advisors
Industry Financial Services
Experience
CAPTRUST Financial Advisors  2009 - Present
Wells Fargo Advisors   1983 - 2009

Skills
Wealth Management, Retirement Planning, Qualified Retirement..., Investments, Asset Allocation, Asset Management, Investment Strategies, Alternative Investments, Estate Planning, Wealth Accumulation, 401k Rollovers, 401k, Pensions, Non-Qualified Deferred...

Education
UNC Chapel Hill - Keenan Flagler School of Business   1981 — 1983
Master of Business Administration (MBA)

University of North Carolina at Chapel Hill   1975 — 1979
Bachelor of Science (B.S.), Business Administration

Chase Travis Chase Travis New York, New York Details
Chase Travis's Wells Fargo Advisors Experience May 2010 - May 2010
Job Trading Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  July 2014 - Present
Merrill Lynch  June 2013 - August 2013
Morgan Stanley  June 2012 - August 2012
The Housing Studio  June 2011 - August 2011
Wells Fargo Advisors   May 2010 - May 2010

Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Investments, Bloomberg, Financial Modeling, Equities, Financial Analysis, Mutual Funds, Bloomberg Terminal, Portfolio Management, Sales, Fixed Income, Wealth Management, Economics, Asset Allocation, Finance, Trading, Options, Commodity, Forecasting, Accounting

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2010 — 2014
Bachelor's Degree, Business Administration

Maria Vita, MPS Maria Vita, MPS Greater Boston Area Details
Maria Vita, MPS's Wells Fargo Advisors Experience September 2013 - December 2013
Job Allocation Analyst at The TJX Companies, Inc.
Industry Retail
Experience
The TJX Companies, Inc.   January 2015 - Present
LIM College  February 2014 - December 2014
Tommy Hilfiger  August 2014 - November 2014
Tommy Hilfiger  May 2014 - November 2014
Wells Fargo Advisors   September 2013 - December 2013
Charlotte Parent Magazine  April 2013 - September 2013
Injector Renew   September 2012 - September 2013
Ross Stores  January 2013 - March 2013
UNC Charlotte's Academic Services   August 2010 - December 2012
TIAA-CREF  April 2012 - August 2012

Skills
Event Planning, Marketing Strategy, Human Resources, Consulting, Multilingual, Social Media Marketing, Marketing, Marketing Communications, Customer Service, Market Research, Microsoft Excel, Management, Sports Marketing, Italian, Event Management, Public Speaking, Microsoft Word, Facebook, Digital Strategy, Leadership, Microsoft Office, PowerPoint, Time Management, Social Media, Advertising, Sales, CRM, Internal Communications, Strategy, Entrepreneurship, Social Networking, Business Development, SEO, E-commerce, Google Analytics, Online Marketing, Public Relations, Email Marketing, Online Advertising, Digital Marketing, Analysis, Research, Blogging, B2B Marketing, Integrated Marketing, Direct Marketing, Marketing Management, Marketing Research, Press Releases

Education
LIM College   2014 — 2014
Master of Professional Studies, Fashion Marketing, 4.00

University of North Carolina at Charlotte - Belk College of Business   2010 — 2012
B.S.B.A., Marketing and Management, 3.45

Cape Fear Community College   2008 — 2010
Associates of Arts, Pre-Business Administration, 3.4

Chip Pegram Chip Pegram Greensboro, North Carolina Details
Chip Pegram's Wells Fargo Advisors Experience April 2003 - Present
Job Vice President Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   April 2003 - Present
Morgan Stanley Smith Barney  July 1989 - April 2003
Prudential Bache Securities  June 1984 - July 1989

Education
UNC Charlotte

Makiba Stanley Makiba Stanley United States Details
Makiba Stanley's Wells Fargo Advisors Experience July 2015 - Present
Job Experienced Banking Service Professional With a Passion For Helping People and Career Development
Industry Banking
Experience
Wells Fargo Advisors   July 2015 - Present
Wells Fargo Home Mortgage  January 2013 - February 2014
Wells Fargo Home Mortgage  May 2012 - January 2013
RBC Bank  September 2008 - May 2012
RBC Bank  June 2007 - September 2008
RBC Bank  July 2006 - June 2007
Golden Corral Corporation  September 1999 - May 2006

Skills
Banking, Performance Management, Credit, Customer Service, Sales, Cash Management, Staff Development, Risk Management, Loans, Coaching, Time Management, Team Building, Process Improvement, Microsoft Excel, Leadership, Event Planning, Management, Training, Customer Satisfaction, Loss Mitigation, Analysis, Software Documentation, Access, Consumer Lending, Microsoft Office, Mortgage Lending, Relationship Management, Financial Risk, Finance, Underwriting, Microsoft Word, PowerPoint, Social Media, Financial Analysis

Education
University of North Carolina at Greensboro   2001 — 2006
Bachelor of Science, Business Economics, Concentrated; Financial Economics

Maggie Nestlerode Maggie Nestlerode Richmond, Virginia Area Details
Maggie Nestlerode's Wells Fargo Advisors Experience January 2006 - Present
Job Regional Business Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   January 2006 - Present
UBS  June 2004 - March 2005
Wells Fargo Advisors   January 2001 - June 2004
First Union Capital Markets  April 1998 - January 2001

Skills
Portfolio Management

Education
University of North Carolina at Charlotte   1993 — 1997
BSBA, Finance

Lani Nantz Lani Nantz Charlotte, North Carolina Area Details
Lani Nantz's Wells Fargo Advisors Experience 2011 - January 2015
Job Project Coordinator/Project Manager Consultant at Wells Fargo Advisors
Industry Banking
Experience
Wells Fargo Advisors   2011 - January 2015
First Counsel, Inc.   1998 - 2000
The Logical Choice, Inc   1995 - 1998
Bank of America  1990 - 1995
Deloitte  1989 - 1990

Skills
Process Improvement, Agile Testing, Release Management, User Acceptance Testing, Test Management, Defect Tracking, Document Management, Team Facilitation, Team Building, SharePoint, Microsoft Outlook, Microsoft Excel, Microsoft PowerPoint, G/L Reconciliations, Microsoft Word, Microsoft Office, Outlook, Budgets

Education
University of North Carolina at Charlotte
Bachelor of Science (BS), Accounting

University of North Carolina at Charlotte
Meeting and Event Planning Certificate Program

Jon Penninger Jon Penninger Charlotte, North Carolina Area Details
Jon Penninger's Wells Fargo Advisors Experience October 2002 - April 2005
Job Loan Document Specialist Business Real Estate Financing at Wells Fargo
Industry Banking
Experience
Wells Fargo  January 2013 - Present
Wells Fargo  March 2010 - January 2013
Spherion  September 2009 - March 2010
Bank of America  July 2008 - June 2009
Contour Products, Inc.   January 2006 - March 2008
Mckenney Dodge Chrysler Jeep Ram   April 2005 - December 2005
Wells Fargo Advisors   October 2002 - April 2005
Hewlett-Packard  April 2001 - October 2002
New York Life Insurance Company  March 2000 - March 2001
Vanguard  May 1999 - February 2000

Skills
Investments, Sales Management, Banking, Credit, Loans, Real Estate, Customer Service, Sales, Selling, Portfolio Management, Financial Analysis, Small Business, Time Management, Refinance, Financial Services, Mortgage Lending, Investment Properties, Finance, Microsoft Office, Team Building

Education
UNC Charlotte   1989 — 1997
Bachelor of Science (BS), Finance and Commercial Banking

UNC Charlotte   1989 — 1997
Bachelor of Science (BS), Marketing

Reagan Tucker Reagan Tucker Fort Worth, Texas Details
Reagan Tucker's Wells Fargo Advisors Experience April 2013 - August 2013
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade  March 2014 - Present
Wells Fargo Advisors   April 2013 - August 2013
TDAmeritrade  January 2010 - March 2013

Skills
Fixed Income Markets, Investments, Investment Banking, Portfolio Management, Finance, Fixed Income, Bonds, Investment Strategies, Financial Risk, Bloomberg, Equities, Mutual Funds, Securities, Series 63, Asset Allocation, Series 7

Education
University of North Texas   1999 — 2003
Bachelors of Business Administration, Economics

Sam Houston High School   1996 — 1999

Jennifer Quade Knox Jennifer Quade Knox Charlotte, North Carolina Area Details
Jennifer Quade Knox's Wells Fargo Advisors Experience April 2014 - Present
Job Recruiter with Wells Fargo Advisors
Industry Human Resources
Experience
Wells Fargo Advisors   April 2014 - Present
Wells Fargo  April 2012 - April 2014
Scientific Research Corporation  January 2011 - April 2012
Scholastic Book Fairs  November 2007 - July 2010
Moses Cone Health System  March 2003 - October 2007

Skills
Applicant Tracking..., Onboarding, Talent Acquisition, College Recruiting, Technical Recruiting, Recruiting, Internet Recruiting, Human Resources, HRIS, Sourcing, Talent Management, Resume Writing, Screening Resumes, Interviews, New Hire Orientations, Staffing Services, Temporary Placement, Workforce Planning

Education
AIRS   2011 — 2011
CIR

University of North Carolina at Greensboro   1997 — 2004
BA

Rally Killian Rally Killian Charlotte, North Carolina Area Details
Rally Killian's Wells Fargo Advisors Experience July 2011 - February 2013
Job Investment Banking Analyst Energy & Power Group
Industry Financial Services
Experience
Wells Fargo Securities  February 2013 - Present
Wells Fargo Advisors   July 2011 - February 2013
Bank of America  June 2010 - August 2010
Moose Head Ranch  May 2009 - August 2009

Skills
Series 7, Trust Services, Retirement Income..., Excel, PowerPoint, Word, Product Marketing, Financial Reporting, Entrepreneurship, Fixed Income, Capital Markets, Investment Banking

Education
UNC Chapel Hill   2007 — 2011
Bachelor of Science, Business Administration

University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2007 — 2011
BSBA, Business Administration

Nestor Mendez Nestor Mendez Charlotte, North Carolina Area Details
Nestor Mendez's Wells Fargo Advisors Experience June 2007 - Present
Job Retirement Consultant at Wells Fargo Advisors
Industry Construction
Experience
Five Star Painting & Cleaning Services   June 2009 - Present
Wells Fargo Advisors   June 2007 - Present
Allen Tate Realtors  November 2004 - July 2007

Education
University of North Carolina at Charlotte

Nora Gaskin Esthimer Nora Gaskin Esthimer Chapel Hill, North Carolina Details
Nora Gaskin Esthimer's Wells Fargo Advisors Experience December 1980 - May 2005
Job President of the Board of Directors at EmPOWERment, Inc, Chapel Hill, NC
Industry Writing and Editing
Experience
Lystra Books and Literary Services   2012 - Present
EmPOWERment, Inc, Chapel Hill, NC   May 2010 - Present
Nora Gaskin Esthimer   May 2005 - Present
Self Employed  2005 - Present
Wells Fargo Advisors   December 1980 - May 2005

Skills
Editing, Publishing, Non-fiction, Teaching, Fiction, Creative Writing, Proofreading, Fiction Writing, Novels, Poetry, Freelance Writing, Short Stories, Books, Writing, Blogging, Social Media, Community Outreach

Education
University of North Carolina at Chapel Hill   1969 — 1973
BA, English

Patrick Sallee Patrick Sallee United States Details
Patrick Sallee's Wells Fargo Advisors Experience July 2013 - Present
Job Compliance Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   July 2013 - Present
CapTrust  August 2007 - August 2013
Banc of America Investments  April 2001 - July 2007
First Union Securities  October 1999 - April 2001

Education
University of North Carolina at Charlotte - Belk College of Business   2002 — 2005
MBA, Business

Wofford College   1995 — 1999
BA, Business/Economics

Sam Alem Sam Alem Greensboro, North Carolina Details
Sam Alem's Wells Fargo Advisors Experience May 2009 - November 2014
Job Senior Vice President, Investments at Alem Wealth Management of Raymond James
Industry Financial Services
Experience
Alem Wealth Management of Raymond James   November 2014 - Present
Wells Fargo Advisors   May 2009 - November 2014
Wachovia Securities  January 2002 - May 2009

Skills
Business Owners, Executives, Retirees, Retirement Planning, Asset Allocation, Asset Management, Insurance & Annuities, Investments, Investment Strategies, Finance, Portfolio Management, Management, Securities, Customer Service, Strategic Planning, Public Speaking, Leadership

Education
University of North Carolina at Greensboro
Bachelor's Degree, Political Science

Tenafly High School

Tommy Langley Tommy Langley High Point, North Carolina Details
Tommy Langley's Wells Fargo Advisors Experience June 1982 - Present
Job Managing DirectorInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   June 1982 - Present

Skills
Financial Services, Investment Strategies, Retirement Planning, Variable Annuities, Fixed Annuities, Life Insurance, Estate Planning..., Wealth Preservation...

Education
University of North Carolina at Chapel Hill   1950 — 1954
Bachelor of Science (B.S.), Business Administration

Matthew Lochrane Matthew Lochrane Raleigh-Durham, North Carolina Area Details
Matthew Lochrane's Wells Fargo Advisors Experience January 2012 - Present
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   January 2012 - Present
Charles Schwab  March 2011 - September 2011
UBS Financial Services  April 2010 - August 2010
Dick's Sporting Goods  November 2006 - November 2009
Advantage Surveillance   July 2006 - October 2006
Foot Locker  June 2003 - June 2006
United States Navy  January 1999 - January 2003

Skills
Investments, Mutual Funds, Asset Allocation, Options, Strategic Financial..., Analysis, Sales, Marketing Strategy, Retail, Financial Analysis, Equities

Education
University of North Carolina at Greensboro   2007 — 2010
MBA, Business Administration

Nicole Steele Nicole Steele Greensboro/Winston-Salem, North Carolina Area Details
Nicole Steele's Wells Fargo Advisors Experience March 2005 - January 2011
Job at
Industry Marketing and Advertising
Experience
Wake Forest University  September 2012 - Present
Wake Forest University  January 2011 - September 2012
Wells Fargo Advisors   March 2005 - January 2011

Skills
Public Speaking, Microsoft Excel, Event Planning, Nonprofits, Microsoft Word, Higher Education, Community Outreach, Data Analysis, Student Affairs, Process Improvement, Fundraising, Research, Customer Service, Microsoft Office

Education
University of North Carolina at Greensboro   2002 — 2007
BS, Human Development and Family Studies

Van Hatchell Van Hatchell Raleigh-Durham, North Carolina Area Details
Van Hatchell's Wells Fargo Advisors Experience May 2010 - August 2010
Job Managing Director at Extraordinary Ventures
Industry Marketing and Advertising
Experience
Extraordinary Ventures  August 2011 - March 2013
The Argyle Company   October 2010 - May 2011
Red Bull  June 2010 - December 2010
Wells Fargo Advisors   May 2010 - August 2010

Skills
Marketing Communications, Marketing Strategy, Leadership, Fundraising, Social Media Marketing, Strategic Partnerships, Sales, Start-ups, Nonprofits, Marketing, Email Marketing, Market Research, Online Marketing, Advertising, Product Development, Management, Public Relations, Account Management, Business Development, B2B, Entrepreneurship, Online Advertising

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2007 — 2011
BSBA, Entrepreneurship & Marketing Consulting

Elizabeth Epstein Elizabeth Epstein Washington, District Of Columbia Details
Elizabeth Epstein's Wells Fargo Advisors Experience May 2008 - December 2009
Job Manager at The Carlyle Group
Industry Accounting
Experience
The Carlyle Group  July 2011 - Present
PricewaterhouseCoopers  January 2010 - June 2011
Wells Fargo Advisors   May 2008 - December 2009
PricewaterhouseCoopers  January 2009 - March 2009
BB&T  June 2005 - April 2008

Skills
Investments

Education
Wake Forest University   2008 — 2009
Master of Science, Accountancy

University of North Carolina at Chapel Hill   2001 — 2005
Bachelor of Science, Business Administration

M'Lynne Moore M'Lynne Moore Dallas/Fort Worth Area Details
M'Lynne Moore's Wells Fargo Advisors Experience 2005 - 2006
Job Sales Manager, Loan Originator
Industry Financial Services
Experience
Eagle Home Mortgage  November 2012 - Present
First Continental Mortgage  May 2012 - November 2012
Universal American Mortgage Company (a Division of Lennar Homes)   2006 - May 2012
Universal American Mortgage - Lennar Homes   2006 - May 2012
Wells Fargo Advisors   2005 - 2006
Wells Fargo Home Mortgage  2005 - 2005
CTX Mortgage  2001 - 2005
Pulte Mortgage  1994 - 2001

Skills
Mortgage Lending, Mortgage Banking, FHA, Loans, USDA, Loan Origination, Real Estate, Credit, Investment Properties, New Home Sales, First Time Home Buyers, Refinance, Residential Mortgages, Underwriting, Residential Homes, VA loans, FHA financing, Single Family Homes, Sales, Investors, Foreclosures, Credit Analysis, VA Loans, FHA Financing

Education
University of North Texas

Willie McNeil Willie McNeil Charlotte, North Carolina Details
Willie McNeil's Wells Fargo Advisors Experience April 2006 - May 2011
Job Sr Ops Specialist at LPL Financial
Industry Banking
Experience
LPL Financial  June 2015 - Present
Bank of America  August 2012 - October 2014
Bank of America  July 2011 - August 2012
Wells Fargo Advisors   April 2006 - May 2011

Education
University of North Carolina at Wilmington   2000 — 2004
Bachelor of Science (BS), Finance, General

University of North Carolina at Wilmington   2000 — 2004
Bachelor of Science (BS), Finance and Financial Management Services

Jud Violette Jud Violette Charlotte, North Carolina Area Details
Jud Violette's Wells Fargo Advisors Experience October 2008 - August 2009
Job Assistant Vice President | Advisory Compliance at LPL Financial
Industry Financial Services
Experience
LPL Financial  April 2015 - Present
LPL Financial  February 2014 - April 2015
LPL Financial  February 2013 - February 2014
LPL Financial  November 2010 - February 2013
Aon Hewitt  August 2009 - November 2010
Wells Fargo Advisors   October 2008 - August 2009
Wachovia Securities  August 2008 - October 2008
E*TRADE Financial  March 2006 - June 2008
State Employees' Credit Union  June 2004 - March 2006

Skills
FINRA Series 24, FINRA Series 53, FINRA Series 66, FINRA Series 7, FINRA Series 63, Series 7, Series 63, Series 24, FINRA, Mutual Funds, Fixed Income, Financial Services, Investment Banking, Training, Financial Advisory, Wealth Management, Series 6, Portfolio Management, Equities, Trading, Asset Allocation, Finance, Investments, Securities, Retirement Planning, Retirement, Uniform Combined State..., 401k, Loans, Options, Alternative Investments, Strategic Financial..., Fixed Annuities, Investment Advisory, Relationship Management, Bloomberg

Education
University of North Carolina at Chapel Hill   1998 — 2002
BA in Communications

Casey Childress Casey Childress Greensboro/Winston-Salem, North Carolina Area Details
Casey Childress's Wells Fargo Advisors Experience July 2010 - April 2012
Job Service Department Manager at Triad Roofing Company,Inc.
Industry Marketing and Advertising
Experience
Triad Roofing Company,Inc.   June 2014 - Present
Advanced Oral and Facial Surgery of the Triad   October 2013 - May 2014
Hair Body & Soul   July 2006 - May 2014
Dillards  April 2012 - July 2012
Wells Fargo Advisors   July 2010 - April 2012

Skills
Visual Merchandising, Merchandising, Store Management, Loss Prevention, Retail Sales, Assortment, Store Operations, Planograms, Customer Service, Fashion, Inventory Management, Apparel, Merchandise Planning, Window Displays, Trend Analysis, Big Box, Profit, Trend, Marketing Communications, Microsoft Office, Microsoft Excel, Communication, Social Media, Event Planning, Sales Management, Cold Calling

Education
University of North Carolina at Greensboro   2008 — 2011
Bachelor of Arts (B.A.), Communication, General

North Davidson High School   2003 — 2007
High School Diploma

Karen Brittain Karen Brittain Raleigh, North Carolina Details
Karen Brittain's Wells Fargo Advisors Experience December 2007 - January 2009
Job Operations Team Lead Special Functions at RegEd
Industry Insurance
Experience
RegEd  January 2013 - Present
RegEd  August 2010 - January 2013
Avery Dennison  February 2010 - August 2010
First Citizens Bank and Trust Company, Inc.   January 2009 - October 2009
Wells Fargo Advisors   December 2007 - January 2009

Skills
Team Leadership, Team Building, Team Management, Management, Training, Communication, Creative Problem Solving, Customer Service, Quality Control, Insurance, Data Entry, Events Coordination, Banking, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint

Education
University of North Carolina at Greensboro   2004 — 2008
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services

University of North Carolina at Greensboro   2004 — 2008
Bachelor of Science (B.S.), Business Administration

Norma Mangum Norma Mangum Charlotte, North Carolina Details
Norma Mangum's Wells Fargo Advisors Experience 1989 - 1996
Job Looking to be a Volunteer and Advocate at Non Profit Volunteer Organizations
Industry Individual & Family Services
Experience
Non Profit Volunteer Organizations   2012 - Present
Wells Fargo  1996 - 2012
Wells Fargo Advisors   1989 - 1996

Skills
Volunteering, JCL, COBOL, CA7, Mobius, Outlook, Microsoft Word, Microsoft Excel, PowerPoint

Education
UNC Chapel Hill   1977 — 1983
Bachelor of Arts (BA), Psychology

Jim Hock Jim Hock Charlotte, North Carolina Details
Jim Hock's Wells Fargo Advisors Experience January 2000 - January 2005
Job CEO/Owner of The Home Collection, Charlotte's Boutique Furnished Residences
Industry Leisure, Travel & Tourism
Experience
The Home Collection-Charlotte's Boutique Furnished Residences   January 2009 - Present
Origin Development   January 2005 - January 2009
Wells Fargo Advisors   January 2000 - January 2005
Duke Energy Corporation  January 1997 - January 2000
Williams Foods  January 1994 - January 1997

Skills
Marketing Strategy, Marketing, Management, Strategy, Advertising, Strategic Planning, Creative Direction, Program Management, Real Estate, Product Development, Direct Mail, Merchandising, Social Media, Public Relations, Social Media Marketing

Education
UNC Chapel Hill
Bachelor of Arts, Journalism

Joseph Pay Joseph Pay Charlotte, North Carolina Area Details
Joseph Pay's Wells Fargo Advisors Experience December 2005 - Present
Job Assistant Vice President with Preferred Client Services at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   December 2005 - Present
Ameriprise Financial Services, Inc.   December 2004 - November 2005
Pinehurst Resort  August 1998 - April 2004

Skills
Wealth Management, Mutual Funds, Finance, Trading, Financial Analysis, Securities, Investments, Retirement Planning, Relationship Management, Brokerage, Options, Fixed Income, Equities, US Treasuries, Quicken, Series 63, Financial Services, Series 7, Banking, Asset Allocation, Portfolio Management

Education
University of North Carolina at Greensboro   1999 — 2002
B.S, Exercise & Sport Science

Scott Lauritzen Scott Lauritzen Charlotte, North Carolina Area Details
Scott Lauritzen's Wells Fargo Advisors Experience November 2010 - February 2012
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  February 2012 - Present
Wells Fargo Advisors   November 2010 - February 2012
Carroll Financial  April 2010 - October 2010
Ameriprise Financial  June 2007 - March 2010

Skills
Retirement Planning, Finance, Investments, Mutual Funds, Asset Allocation, Retirement, Insurance, Securities, 401k, Financial Analysis, Financial Services

Education
University of North Carolina at Charlotte - Belk College of Business   2002 — 2006
Finance / Accounting

Shane Gaddy, CFP® Shane Gaddy, CFP® Gainesville, Georgia Details
Shane Gaddy, CFP®'s Wells Fargo Advisors Experience August 1998 - Present
Job Financial Advisor with The Strong Gaddy Lee Weatlh Management Group of Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   August 1998 - Present

Education
University of North Georgia   1995 — 1998
Bachelors, Accounting and Finance

Aaron Best Aaron Best Charlotte, North Carolina Area Details
Aaron Best's Wells Fargo Advisors Experience 2009 - 2010
Job Ernst & Young Wealth Management Advisory Services
Industry Financial Services
Experience
Ernst & Young  June 2010 - Present
Wells Fargo Advisors   2009 - 2010

Skills
Project Management, Business Communications, Consultative Advisory..., Financial Analysis, Big 4, Strategic Planning, Marketing Strategy, Assurance, Internal Controls, Financial Reporting, Auditing, External Audit, Enterprise Risk...

Education
UNC Charlotte   2003 — 2007
Bachelor of Science (B.S.), Finance and Financial Management Services

Chirag Satsangi Chirag Satsangi Charlotte, North Carolina Area Details
Chirag Satsangi's Wells Fargo Advisors Experience July 2015 - Present
Job Wells Fargo Strategy & Execution Analyst for National Sales
Industry Financial Services
Experience
Wells Fargo Advisors   July 2015 - Present
Wells Fargo Advisors   June 2014 - August 2014
Northwestern Mutual  May 2013 - October 2013
Sigma Electric Manufacturing Corp  May 2012 - August 2012
TyE Entrepreneur   August 2010 - June 2011

Skills
Public Speaking, Public Relations, Microsoft Office, Mac OS X, Financial Accounting, Broadcast Journalism, Business Planning, OS X, Customer Service, Microsoft Excel, Accounting, Fundraising, Management, Social Networking

Education
University of North Carolina at Greensboro   2011 — 2015
Bachelor of Science (B.S.), Business Administration and Management, General

University Carlo Cattaneo - LIUC   2013 — 2013
Bachelor's degree, Business Ad

Nicholas Perks Nicholas Perks Winston Salem, North Carolina Details
Nicholas Perks's Wells Fargo Advisors Experience June 2010 - July 2010
Job Associate at Five Points Capital
Industry Venture Capital & Private Equity
Experience
Five Points Capital   July 2015 - Present
Cary Street Partners  July 2013 - July 2015
Minerva Capital   June 2012 - July 2012
J.P. Morgan   May 2011 - July 2011
Wells Fargo Advisors   June 2010 - July 2010

Skills
Private Equity, Financial Modeling, Investments, Trading, Portfolio Management, Capital Markets, Microsoft Office, Financial Analysis

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2009 — 2013
Bachelor of Science (BS), Business Administration

Charlotte Latin School

Justin Pryor Justin Pryor Greater New York City Area Details
Justin Pryor's Wells Fargo Advisors Experience June 2012 - August 2012
Job Associate Marketing Analyst at PepsiCo
Industry Marketing and Advertising
Experience
PepsiCo  August 2015 - Present
The Daily Tar Heel  January 2013 - May 2015
PepsiCo  June 2014 - August 2014
Wells Fargo Advisors   June 2012 - August 2012

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Social Media, Research, Microsoft Word, Public Speaking, Facebook, Event Planning, Teamwork, Social Media Marketing, Social Networking, Customer Service, Leadership, Marketing

Education
University of North Carolina at Chapel Hill   2011 — 2015
BSBA, Business Administration, Area of Emphasis: Marketing

University of New South Wales
Business

Semester at Sea
Global Studies

Darien High School   2007 — 2011

Justin Boss Justin Boss Charlotte, North Carolina Details
Justin Boss's Wells Fargo Advisors Experience October 2014 - April 2015
Job Financial Advisor
Industry Financial Services
Experience
Bank of America Merrill Lynch  April 2015 - Present
Wells Fargo Advisors   October 2014 - April 2015
Wells Fargo Advisors   July 2012 - October 2014
Wells Fargo  June 2011 - June 2012
Vision Marketing Consultants, LLC   November 2008 - June 2011

Skills
Investments, Financial Services, Credit, Financial Advisory, Finance, Banking, Loans, Mutual Funds, Retirement Planning

Education
UNC Charlotte   2006 — 2011
Bachelor's degree, Accounting and Finance

Joseph (Joe) B. Powell Joseph (Joe) B. Powell Charlotte, North Carolina Area Details
Joseph (Joe) B. Powell's Wells Fargo Advisors Experience September 2004 - June 2009
Job Senior Consultant at Carlisle & Gallagher Consulting Group
Industry Banking
Experience
Carlisle & Gallagher Consulting Group  January 2014 - Present
Ally Financial Inc.  July 2013 - December 2013
Bank of America  March 2013 - June 2013
Bank of America  February 2012 - March 2013
Bank of America  September 2010 - February 2012
Bank of America  February 2010 - September 2010
Wake Forest University (Babcock)   August 2007 - August 2009
Wells Fargo Advisors   September 2004 - June 2009
Byron Nelson Public Affairs Consulting   May 2004 - June 2004
Ford Motor Company Governmental Affairs   September 2002 - May 2004

Skills
Leadership, Banking, Strategy, Change Management, Management, Program Management, Project Management, Analysis, Business Analysis, IT Strategy, PMO, Budgets, Process Improvement, Financial Services, Strategic Planning, Six Sigma, Business Requirements, Portfolio Management, Business Development, Financial Analysis, Vendor Management, Risk Management, SDLC, Relationship Management, Mergers, Business Process..., Financial Modeling, Credit, Financial Risk, E-commerce, Forecasting, Software Documentation, Digital Banking, Customer Experience, Customer Experience...

Education
Wake Forest University - Babcock Graduate School of Management   2007 — 2009
MBA, Business

University of North Carolina at Charlotte - Belk College of Business   1997 — 2001
BSBA, Belk College of Business Administration - Marketing Concentration

RJ Reynolds High School   1992 — 1996
diploma

Edward Watson Edward Watson Charlotte, North Carolina Area Details
Edward Watson's Wells Fargo Advisors Experience May 2014 - Present
Job Trading Service Representative at Wells Fargo Advisors
Industry Investment Banking
Experience
Wells Fargo Advisors   May 2014 - Present
Wells Fargo Advisors   October 2013 - May 2014
Red Rocks Cafe  April 2013 - October 2013
Firebirds Restaurants  August 2012 - April 2013
Catawba Lands Conservancy  March 2012 - August 2012
YMCA of Western North Carolina  August 2011 - March 2012
Town of Chapel Hill, NC`   January 2011 - July 2011
Vector Marketing  2010 - 2010

Skills
Customer Service, Investment Brokerage, Investments, Financial Services, Financial Analysis, Finance, Time Management, Telephone Skills, Public Speaking, Fundraising, Microsoft Office, Nonprofits, Beta Management, Land Trusts, Program Development, PowerPoint, Policy Analysis, Microsoft Excel, Government, Policy, Microsoft Word, Political Science, Cpr Certified, Critical Thinking, Leadership, Facebook, Editing, Data Entry, Coaching, Organizational..., Team Building, Research, Outlook, Analysis

Education
University of North Carolina at Chapel Hill   2007 — 2011
Bachelor of Arts, Political Science

North Mecklenburg Senior High   2003 — 2007
High School

Justin Osborne Justin Osborne Charlotte, North Carolina Area Details
Justin Osborne's Wells Fargo Advisors Experience March 2014 - Present
Job Regional Bank Private Banker at Wells Fargo
Industry Investment Banking
Experience
Wells Fargo Advisors   March 2014 - Present
Wells Fargo Advisors   April 2011 - Present
Wells Fargo  April 2011 - Present
BB&T  April 2009 - December 2010

Skills
Sales, Wealth Management..., Investment Banking, Financial Analysis, Series 6, Series 63, Series 65, Relationship Management, Retirement Planning, Commercial Lending, Loan Origination, Credit, Life Insurance, Customer Service, Interpersonal..., Multi Tasking, Finance, Negotiation, High Sense Of Urgency, Compliance, Analytics, Problem Solving, NMLS Licensed, Fixed Annuities, Variable Annuities, Financial Services, Consumer Lending, Portfolio Management, Small Business Lending, Wealth Management, Financial Advisory, Mortgage Banking, Investments, Risk Management, Training, Retail Banking, Series 7, Uniform Combined State..., Mutual Funds, Securities, Team Building, Investment Advisory, Asset Allocation, IRAs

Education
University of North Carolina at Pembroke   2006 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General

Edward Casazza Edward Casazza Greater San Diego Area Details
Edward Casazza's Wells Fargo Advisors Experience January 2008 - March 2009
Job Manufacturers' Representative at Clark & Associates
Industry Business Supplies and Equipment
Experience
Clark & Associates  April 2015 - Present
Hertz Local Edition  January 2013 - April 2015
Hertz Local Edition  March 2010 - December 2012
Hertz Local Edition  July 2009 - March 2010
Wells Fargo Advisors   January 2008 - March 2009
Casazza Construction   May 2004 - June 2007

Skills
Microsoft Office, Customer Service, Inventory Management, Sales Management, Sales, Operations Management, Account Management, Customer Satisfaction, Forecasting, Marketing, Profit, Retail, Team Building, P, Management, Strategic Planning, Strategic HR, Scheduling, Moral Psychology, Long-term Customer..., Logistics, Leadership, Cost Control

Education
University of North Florida - College of Business Administration   2004 — 2009
BA of Business Administration, Transportation Logistics, Management

University of North Florida
Business Management & Logistics

Jeff Hall, PMP Jeff Hall, PMP Charlotte, North Carolina Area Details
Jeff Hall, PMP's Wells Fargo Advisors Experience March 2011 - August 2011
Job Senior Project Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  September 2014 - Present
Wells Fargo  August 2013 - September 2014
Bank of America  January 2012 - August 2013
Wells Fargo Advisors   March 2011 - August 2011
Bank of America  May 2003 - December 2010

Skills
Project Management, Contract Negotiation, Risk Management, Business Analysis, Management, Training, Vendor Management, Program Management, Financial Services, Banking, PMO, SDLC, Business Process..., Mergers & Acquisitions, Process Improvement, CRM, Project Portfolio..., Change Management, PMP, Visio, IT Strategy, Outstanding time..., Lean Management, Outstanding..., Requirements Gathering, Governance, Microsoft Technologies, Six Sigma, Strategy, Integration, Leadership, Business Process, Business Intelligence, Software Project..., Resource Management, MS Project, IT Management, SharePoint, Cross-functional Team..., Analysis, Requirements Analysis, Business Requirements, Software Documentation, Enterprise Architecture, Information Technology, Outsourcing, Consulting, ITIL, Business Transformation

Education
University of North Carolina at Chapel Hill   1985 — 1989
Bachelor of Arts Degree, Management

Matt Leverett Matt Leverett The Colony, Texas Details
Matt Leverett's Wells Fargo Advisors Experience 2005 - 2009
Job Owner at Luxury Landscapes
Industry Architecture & Planning
Experience
Self-employed  2012 - Present
Canton Boat and RV Storage   March 2009 - March 2012
Wells Fargo Advisors   2005 - 2009

Skills
QuickBooks, CAD, Microsoft Office, Project Management, Sales Management, Series 7, Series 63, Private Banking, Retail Banking, Microsoft Excel, Customer Service, Leadership

Education
University of North Texas   2002 — 2007
Bachelor of Business Administration (B.B.A.), Economics

Chris Brannock Chris Brannock Greensboro, North Carolina Details
Chris Brannock'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
Oppenheimer & Co. Inc.   July 2013 - September 2014
A.G.Edwards/ Wachovia Sec. / Wells Fargo Advisors LLC.   November 1999 - July 2013

Skills
Retirement Planning, Financial Advisory..., Finance & Economics, Multi-Generational..., 401k Rollovers, Liability Planning, Life & Long Term Care..., Asset Management, Finance

Education
University of North Carolina at Greensboro   1997 — 2001
Bachelor's Degree, Economics

Alex Kiker Alex Kiker Charlotte, North Carolina Area Details
Alex Kiker's Wells Fargo Advisors Experience September 2011 - Present
Job Operating Systems Engineer at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   September 2011 - Present
Wells Fargo Advisors   1996 - Present
Wells Fargo Bank  June 1998 - November 2011

Skills
Software Engineering, Systems Engineering, Visual C#, Responsive Web Design, Web Services, Entity Framework, JavaScript, Node.js, Installshield Admin..., Wise Packaging Studio, Web Services API, WCF Services, Design Patterns, Visual Studio

Education
University of North Carolina at Charlotte - Belk College of Business   1994 — 1997

Jason Kinley Jason Kinley Charlotte, North Carolina Area Details
Jason Kinley's Wells Fargo Advisors Experience May 2012 - Present
Job Risk & Surveillance Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   May 2012 - Present

Skills
Risk Management, Investments, Financial Analysis, Finance, Banking, Financial Services, Wealth Management

Education
University of South Carolina-Columbia
Master of Business Administration (M.B.A.)

University of North Carolina at Charlotte
Bachelor's Degree, Finance, General

Tonitra Black Tonitra Black Charlotte, North Carolina Details
Tonitra Black's Wells Fargo Advisors Experience February 1996 - Present
Job Quality Consultant for Workforce
Industry Financial Services
Experience
Wells Fargo Advisors   February 1996 - Present

Skills
Customer Service, Microsoft Office, Investments, Risk Management, Financial Analysis, Finance, Banking, Project Management, Portfolio Management, Business Analysis, Call Routing, Call Centers, Management, Fraud Investigations, Credit Card Fraud, Fraud Claims, Online Fraud, Fraud Prevention

Education
University of North Carolina at Charlotte
Bachelor of Business Administration (BBA), Business Administration and Management, General

Pam Phelan Doeschot Pam Phelan Doeschot Saint Louis, Missouri Details
Pam Phelan Doeschot's Wells Fargo Advisors Experience July 2014 - Present
Job Fixed Income Trader at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   July 2014 - Present
Wells Fargo Advisors   January 2009 - July 2014

Education
University of North Carolina at Wilmington   2004 — 2008
Bachelor of Science (B.S.), Finance, General

Emma Libby Petit Emma Libby Petit Charlotte, North Carolina Area Details
Emma Libby Petit's Wells Fargo Advisors Experience April 2014 - July 2015
Job Executive Benefits Client Associate
Industry Financial Services
Experience
Wells Fargo  July 2015 - Present
Wells Fargo Advisors   April 2014 - July 2015
Wells Fargo Advisors   October 2010 - February 2014

Skills
Series 7, Investments, Life Insurance, Variable Annuities, Retirement Planning, Financial Services, Retirement, Portfolio Management, Series 63, Sales, Banking, Financial Planning, Microsoft Office, Insurance, Customer Service, Relationship Management, Series 6, 401k

Education
University of North Carolina at Charlotte
Bachelor of Arts (B.A.), Communication and Media Studies

Brad Clinard, CFP® Brad Clinard, CFP® High Point, North Carolina Details
Brad Clinard, CFP®'s Wells Fargo Advisors Experience February 2010 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   February 2010 - Present

Education
University of North Carolina at Charlotte
Bachelor of Applied Science (B.A.Sc.), Economics, Psychology, Magna Cum Laude

Jason Gillespie, CRPC® Jason Gillespie, CRPC® Greensboro, North Carolina Details
Jason Gillespie, CRPC®'s Wells Fargo Advisors Experience December 2011 - February 2013
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge  October 2014 - Present
Fidelity Investments  June 2013 - October 2014
Wells Fargo  February 2013 - June 2013
Wells Fargo Advisors   December 2011 - February 2013
Wells Fargo Insurance Services  January 2010 - December 2011
Wachovia, A Wells Fargo Company  2007 - 2010

Skills
Retirement Planning, Fixed Annuities, Series 7, Mortgage Lending, Insurance, Series 63, Life Insurance, Wealth Management, Strategic Financial..., Investments, Long Term Care Insurance, Loans, Finance, Mutual Funds, CRPC

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   1996 — 1999
BS, Business Admin

Page High School   1992 — 1996

Meghan Brake Meghan Brake Charlotte, North Carolina Area Details
Meghan Brake's Wells Fargo Advisors Experience April 2008 - July 2012
Job Senior Broker Dealer Trader at MetLife
Industry Financial Services
Experience
MetLife  January 2014 - Present
Wyndham Capital Mortgage  December 2012 - August 2013
Wells Fargo Advisors   April 2008 - July 2012

Skills
Customer Service, Strategic Planning, Microsoft Excel, Business Analysis, Microsoft Office, Leadership, Team Building, Insurance, Process Improvement, Management, Finance

Education
Wingate University   2010 — 2012
Masters in Business Adminsinstration, Finance

University of North Carolina at Wilmington   2002 — 2006
Bachelor of Science, Marketing

Henry Sale Henry Sale Charlotte, North Carolina Area Details
Henry Sale's Wells Fargo Advisors Experience January 2007 - April 2012
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
TillotsonKenefick Wealth Management of Wells Fargo Advisors, LLC   April 2012 - Present
Wells Fargo Advisors   January 2007 - April 2012
Ben & Jerry's   May 2006 - January 2007

Skills
Microsoft Office, Communicator, Teamwork, Excel, Retirement Planning, Asset Allocation, Investments, 401k Rollovers, Mutual Funds, Equities, Securities, Client Relations, Client Associate, Organization Skills, Supportive Services, Multi-Tasking, Volunteering, Attention to Detail, Sales, Wealth Management

Education
University of North Carolina at Chapel Hill   2002 — 2006
Bachelor of Arts, Sociology

Nat Kluttz Nat Kluttz Greater New York City Area Details
Nat Kluttz's Wells Fargo Advisors Experience December 2009 - March 2012
Job Vice President at Silvercrest Asset Management
Industry Financial Services
Experience
Silvercrest Asset Management  March 2012 - Present
Wells Fargo Advisors   December 2009 - March 2012
Citi Smith Barney  May 2008 - August 2008
Richard Burr for Senate Campaign Committee   May 2004 - November 2004

Skills
Wealth Mangement, Portfolio Management, Asset Allocation, Client Service, Investment Strategies, Alternative Investments, Value Investing, Wealth Management...

Education
University of North Carolina at Chapel Hill   2005 — 2009
Bachelor of Arts, Economics; Second Major American History

National Outdoor Leadership School (NOLS)   2004 — 2004

Dimple Patel Dimple Patel Saint Louis, Missouri Details
Dimple Patel's Wells Fargo Advisors Experience May 2014 - Present
Job VP, Strategy Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   May 2014 - Present
Diversity Awareness Partnership  January 2014 - Present
Wells Fargo Advisors   November 2012 - May 2014
Wells Fargo Advisors   July 2010 - November 2012
Wells Fargo Advisors   July 2008 - July 2010
Wachovia Bank  March 2008 - July 2008
Wachovia Bank  July 2007 - March 2008
Wachovia Bank  February 2007 - July 2007
Wachovia Bank  May 2006 - January 2007
UNC Kenan-Flagler Business School  2004 - 2006

Skills
Fluent in Gujarati, Proficient in Spanish, Knowledgeable in Hindi, Expert with Microsoft..., Process Improvement, Leadership, Strategy, Management, Microsoft Excel, Microsoft Office, Analysis, PowerPoint, Customer Experience, Strategic Planning, Spanish, Hindi

Education
University of North Carolina at Chapel Hill   2002 — 2006
Business Administration, Finance

Craig Williamson, PMP Craig Williamson, PMP Charlotte, North Carolina Area Details
Craig Williamson, PMP's Wells Fargo Advisors Experience October 2014 - Present
Job Lead Business Analyst at Wells Fargo Advisors
Industry Information Services
Experience
Wells Fargo Advisors   October 2014 - Present
Bank of America  August 2013 - September 2014
Liberty Mutual Insurance  August 2012 - July 2013
TEKsystems / Bank of America   June 2011 - July 2012
Wells Fargo  March 2010 - April 2011
a local Charlotte Non-Profit   October 2009 - March 2010
Pronet Charlotte  September 2009 - March 2010
KIDS Integrated Data Systems   June 2007 - October 2009
Youth Homes Inc.  2003 - 2007
Eaton Corporation  1979 - 2002

Skills
Business Analysis, SDLC, Business Process..., Requirements Analysis, Process Improvement, Software Documentation, Project Management, MS Project, Leadership, Program Management, Cross-functional Team..., Analysis, Visio, Databases, Strategy, Performance Management, Management, Project Planning, Fundraising, Budgets, Vendor Management, Team Building, SharePoint, Disaster Recovery, Team Leadership, Requirements Gathering, Training, Business Process, Microsoft Project

Education
University of Phoenix   2000 — 2003
Bachelors, Information Technology

University of North Carolina at Charlotte

Matthew Dula Matthew Dula Raleigh-Durham, North Carolina Area Details
Matthew Dula's Wells Fargo Advisors Experience November 2012 - January 2014
Job Sales & Operations Coordinator at Telit Wireless Solutions
Industry Investment Management
Experience
Telit Wireless Solutions  October 2014 - Present
Informatica  June 2014 - October 2014
StrikeIron  February 2014 - June 2014
Wells Fargo Advisors   November 2012 - January 2014
Wells Fargo  February 2012 - November 2012
Wachovia, A Wells Fargo Company  March 2011 - February 2012

Skills
APIs, Cloud Applications, Small Business, Small Business Lending, Portfolio Management, Investments, Consumer Lending, Account Management, Management, Sales, CRM, Retirement Planning, Customer Service, Finance, Consumer Business, Customer Relations, Sales Management, Commercial Banking, Project Management, Small Business..., Strategic Account..., Marketing, Leadership, Microsoft Office, Business Development, Public Speaking, Salesforce.com, Social Media

Education
University of North Carolina at Chapel Hill   2005 — 2009
Bachelor of Arts (B.A.), Political Science and Public Policy

Jeff Schappell Jeff Schappell Charlotte, North Carolina Area Details
Jeff Schappell's Wells Fargo Advisors Experience June 2014 - October 2014
Job Small Business Sales Manager
Industry Banking
Experience
Wells Fargo  February 2015 - Present
Small Business Sales Management Leadership in the Charlotte, North Carolina Area   2014 - Present
Wells Fargo Advisors   June 2014 - October 2014
Bank of America  January 2013 - July 2013
Bank of America  January 2012 - January 2013
Bank of America  November 2010 - January 2012
Bank of America  September 2009 - November 2010
Bank of America  October 2004 - September 2009
Bank of America  January 2001 - October 2004

Skills
Leadership, Customer Service, CRM, Training, Direct Sales, Sales, Management, Customer Retention, Team Building, Cold Calling, Account Management, Relationship Management, Process Improvement, Sales Management, Investments, Strategic Planning, Coaching, Loan Origination, Real Estate, Underwriting, Small Business Marketing, Small Business..., Marketing for Small..., Team Leadership, Small Business, Small Business Lending, Small Business Online..., Small Business Sales, Job Coaching, Business Coaching, Treasury, Treasury Management, Treasury Services, Mortgage Servicing, Mortgage Modification, Leadership Development, Employee Training, Hands-on Training, Call Centers, Project Management, Leadership Development..., Microsoft Excel, Deliverables, Series 7, Financial Advisory, Outside Sales

Education
University of North Carolina at Charlotte
Business

Kate Salls Kate Salls Charlotte, North Carolina Area Details
Kate Salls's Wells Fargo Advisors Experience November 2013 - Present
Job IT Project Manager at Wells Fargo Advisors
Industry Banking
Experience
Wells Fargo Advisors   November 2013 - Present
Wells Fargo Advisors   May 2013 - November 2013
JCMR Technology  December 2012 - April 2013
Pelton and Crane, KaVo, Marus   July 2012 - December 2012
WSI Net Revenue   February 2012 - June 2012
AmWINS Group  August 2005 - May 2010

Skills
Insurance, Compliance, Social Media, Business Networking, Professional Networking, Project Management, Project Coordination, Creativity, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Research, Solid computer skills, Databases, Data Analysis, Management, Marketing, Customer Satisfaction, Account Management, Customer Service, Microsoft Office, Sales

Education
University of North Carolina at Charlotte   2010 — 2011
B.S.B.A, Marketing

Matthew Degenhardt Matthew Degenhardt Charlotte, North Carolina Details
Matthew Degenhardt's Wells Fargo Advisors Experience September 2014 - Present
Job Project Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   September 2014 - Present
Wells Fargo Advisors   May 2012 - September 2014
Wells Fargo Advisors   July 2011 - May 2012
Bank of New York Mellon  June 2010 - August 2010

Skills
Investments, Mutual Funds, Portfolio Management, Bloomberg, Accounting, Asset Managment, Investment Banking, Investment Management, Wealth Management, Bloomberg Terminal, Financial Analysis, Financial Markets, Series 7, Financial Modeling, Microsoft Excel, Analysis, Financial Reporting, Microsoft Office, Trading, Risk Management, PowerPoint, Financial Accounting, Microsoft Word, Data Analysis, Leadership, Management, Private Equity, Financial Services, Finance, Asset Management, Project Management

Education
University of North Carolina at Charlotte - Belk College of Business   2007 — 2011
B.S.B.A. B.S., Finance Accounting, 3.8

Alin Zdroba Alin Zdroba Miami/Fort Lauderdale Area Details
Alin Zdroba's Wells Fargo Advisors Experience February 2005 - July 2011
Job Founder/Broker at Propertio
Industry Real Estate
Experience
Propertio   May 2012 - Present
Tiki Crew Solutions LLC   April 2015 - Present
Wells Fargo Advisors   February 2005 - July 2011

Skills
Real Estate, Product Management, Software Project..., SDLC, Business Analysis, Problem Solving, Getting The Job Done, Waterfall, Agile Project Management, Data Analysis, SQL Server, Soccer, Team Building, Business Networking, Brokerage, Microsoft SQL Server, Requirements Gathering, Visio, Vendor Management, Project Management, Business Requirements, Requirements Analysis, Management, Leadership

Education
University of North Carolina at Charlotte   1998 — 2002
BS, Math

Maryam Nourani Maryam Nourani Charlotte, North Carolina Area Details
Maryam Nourani's Wells Fargo Advisors Experience December 2012 - Present
Job Officer, Technical Project Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   December 2012 - Present
Velocitor Solutions  August 2012 - November 2012
Wells Fargo Advisors   March 2011 - August 2012
Goldman Sachs  October 2006 - April 2011
Homecomings Financial, Charlotte NC   January 2006 - October 2006

Skills
Social Media Integration, Mainframe, Research, Compliance, Internal Audit, SharePoint, Microsoft Office, Financial Reporting, Project Status Reporting, Project Planning, Project Management, Six Sigma, Business Analysis, Process Efficiency, Vendor Implementation, SDLC, IT Financial Management, Technology, Technical Documentation, Technical Support, Communication Skills, Interpersonal Skill, Program Management, Vendor Management, Management, Risk Management, Requirements Analysis, Analysis, Process Improvement, Business Requirements, Visio, Banking, Testing, Documentation, Strategy, Change Management, Integration, Requirements Gathering, Software Documentation, IT Strategy, Team Building, Team Leadership, PMO

Education
Villanova University   2006 — 2007
Certification of Achievement, Six Sigma Green Belt

University of North Carolina at Greensboro   1999 — 2005
Bachelors of Science, Business Administration

Stanford University
Certificate of Achievement, Advanced Project Management

Sean Swiler Sean Swiler Charlotte, North Carolina Area Details
Sean Swiler's Wells Fargo Advisors Experience 2005 - 2005
Job Underwriter
Industry Banking
Experience
Wells Fargo  March 2014 - Present
Wells Fargo Home Mortgage  September 2013 - March 2014
ClearVision Funding  June 2012 - August 2013
Wells Fargo Securites   April 2009 - May 2011
Wells Fargo Securities  2009 - 2010
Wachovia Bank  March 2008 - April 2009
Decision One Mortgage  2005 - 2007
Wells Fargo Advisors   2005 - 2005
Wells Fargo  2002 - 2003
EquiFirst  2002 - 2002

Skills
Loans, Underwriting, Credit, Customer Service, Mortgage Lending, Financial Risk

Education
University of North Carolina at Charlotte   1994 — 1997

riverside high school   1994 — 1997

Vijai Thykadavil Vijai Thykadavil Jacksonville, Florida Area Details
Vijai Thykadavil's Wells Fargo Advisors Experience 2000 - Present
Job IT Relationship Manager
Industry Financial Services
Experience
Wells Fargo Bank  September 2000 - Present
Wells Fargo Advisors   2000 - Present

Skills
Business Analysis, Troubleshooting, Vendor Management

Education
University of North Carolina at Greensboro   1996 — 2000
Bachelor’s Degree, Business Administration and Management, General

Joe Nestlerode Joe Nestlerode Richmond, Virginia Area Details
Joe Nestlerode's Wells Fargo Advisors Experience March 2003 - Present
Job Sr Technology Manager Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   March 2003 - Present
iGATE Global Solutions  2000 - 2003
Wells Fargo  2001 - 2002
PFPC  1999 - 2002
H.D. Vest Financial Services   2000 - 2001
First Data Corporation  1998 - 2000
First Union  1996 - 1998

Education
University of North Carolina at Charlotte - Belk College of Business   1991 — 1996
B.S.B.A, Finance

Lock Haven High School   1988 — 1991

David Brownlow, CFP® David Brownlow, CFP® Wilmington, North Carolina Area Details
David Brownlow, CFP®'s Wells Fargo Advisors Experience January 2008 - Present
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   January 2008 - Present

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   1979 — 1983
BS, Accounting

Missy Mandel Green Missy Mandel Green Charleston, South Carolina Area Details
Missy Mandel Green's Wells Fargo Advisors Experience October 2008 - July 2010
Job District Visual Coordinator MidAtlantic at vineyard vines
Industry Retail
Experience
vineyard vines  January 2015 - Present
vineyard vines  September 2014 - January 2015
Vineyard Vines  April 2014 - September 2014
Vineyard Vines  August 2011 - March 2014
Providence Day School  February 2011 - October 2012
Green Leaf Events, Inc.   June 2010 - January 2011
Wells Fargo Advisors   October 2008 - July 2010
Charlotte Wine & Food Weekend   October 2007 - June 2008

Skills
Visual Merchandising, Event Planning, Event Management, Social Networking, Social Media Marketing, Customer Service, Time Management, Marketing, Social Media, Fundraising, Public Relations, Sponsorship, PowerPoint, Press Releases

Education
University of Tennessee-Knoxville   2003 — 2007
Bachelor of Arts, Communication Studies, Communication & Information Science

University of North Carolina at Charlotte
Certificate, Meeting & Event Planning

Lisa Kelley Lisa Kelley Charlotte, North Carolina Details
Lisa Kelley's Wells Fargo Advisors Experience September 2010 - October 2011
Job Administrative Specialist at Duke Energy Corporation
Industry Utilities
Experience
Duke Energy Corporation  January 2013 - Present
Duke Energy Corporation  October 2011 - December 2012
Wells Fargo Advisors   September 2010 - October 2011
Wachovia, A Wells Fargo Company  March 2010 - August 2010
FIRST PLACE/ WACHOVIA CORPORATION   December 2008 - June 2009
Wachovia, A Wells Fargo Company  September 2002 - September 2008
OfficeMax  June 1999 - June 2001
SOUTHHALL EXECUTIVE SERVICES   January 1997 - April 1999
First Union National Bank  January 1992 - January 1996

Skills
60 wpm Typing, Advanced Microsoft..., Administrative Support, Customer Relations, Typing, Research, Retail, Administrative..., Customer Service, Payroll, Management, Microsoft Excel, Administrative..., Banking, Microsoft Office, PowerPoint, Data Entry, Microsoft Word, Spreadsheets, Training, Access, Leadership

Education
University of North Carolina at Charlotte   1981 — 1984
Bachelor of Arts, Psychology

Western Carolina University   1979 — 1980

David Reitz David Reitz Charlotte, North Carolina Area Details
David Reitz's Wells Fargo Advisors Experience July 2010 - Present
Job Middleware Technical Architect at Wells Fargo Advisors
Industry Banking
Experience
Wells Fargo Advisors   July 2010 - Present
Wachovia/Wells Fargo  August 2003 - July 2010
Wells Fargo Advisors, LLC  2001 - July 2010
Seurat  August 2000 - August 2003
WebServe, Inc.   July 1997 - August 2000

Skills
Unix, System Administration, Troubleshooting, Servers, Architecture, TCP/IP, Software Documentation, Perl, Unix Shell Scripting, HTML, Automation, Disaster Recovery, DNS, FTP, Integration, Linux, Solaris, Websphere, Enterprise Architecture, Apache, Problem Solving, Virtualization, Java, Windows, Databases, XML, Documentation, Web Services, Operating Systems, Computer Hardware, Visio

Education
University of North Carolina at Charlotte   1996 — 2000
BS, Electrical Engineering

Emily Elliott Emily Elliott Charlotte, North Carolina Details
Emily Elliott's Wells Fargo Advisors Experience June 2008 - June 2010
Job Executive Director at Heart Math Tutoring
Industry Nonprofit Organization Management
Experience
Heart Math Tutoring   July 2013 - Present
Rocketship Education  August 2012 - July 2013
ACE Charter School   July 2010 - June 2012
Wells Fargo Advisors   June 2008 - June 2010

Skills
Data Analysis, Financial Modeling, Nonprofits, Staff Development, Teaching, Financial Analysis, Research, Public Speaking, Curriculum Development, Community Outreach, Educational Leadership, Curriculum Design, Program Development, Start-ups, Tutoring, Strategy, Fundraising, Elementary Education, Strategic Planning

Education
University of North Carolina at Chapel Hill   2004 — 2008
Economics, Business Administration and Management, General

Aaron Case Aaron Case Charlotte, North Carolina Details
Aaron Case's Wells Fargo Advisors Experience November 2004 - Present
Job Vice President, Enterprise Architect at Wells Fargo Advisors
Industry Banking
Experience
Wells Fargo Advisors   November 2004 - Present
Wells Fargo Advisors   January 2009 - June 2012
Wachovia Securities  November 2005 - December 2008
Northrop Grumman Corporation  January 2004 - November 2004

Skills
Architecture, Enterprise Architecture, SOA, Architectures, Requirements Analysis, Integration, Agile Methodologies, SDLC, Enterprise Software, Visio, SQL, Unix, Websphere, Testing, Microsoft SQL Server, User Experience, Enterprise Search, Enterprise Mobility

Education
University of North Carolina at Charlotte   1996 — 2002
MSEE, BSEE, electrical engineering

Sreeram Premkumar Sreeram Premkumar Eden Prairie, Minnesota Details
Sreeram Premkumar's Wells Fargo Advisors Experience November 2007 - July 2011
Job Technical Product Manager
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2011 - Present
Wells Fargo Advisors   November 2007 - July 2011
E-trade Financial  January 2007 - November 2007

Skills
Mutual Funds, Series 7, Investments, Wealth Management, Retirement, Securities, FINRA, Series 63, Retirement Planning, Equities, Options, Fixed Income, Fixed Annuities, Investment Advisory, Asset Allocation, Portfolio Management, Bonds, Financial Advisory, Financial Services, 401k, Strategic Financial..., Uniform Combined State..., Trading, Financial Risk, Risk Management, Financial Planning

Education
University of North Carolina at Charlotte   2004 — 2006
BA, Finance, Economics

Melissa McNichols Melissa McNichols Concord, North Carolina Details
Melissa McNichols's Wells Fargo Advisors Experience August 2012 - January 2014
Job CoStore Manager for Destination Maternity
Industry Retail
Experience
Destination Maternity Corporation  March 2015 - Present
Bath & Body Works  February 2014 - March 2015
Wells Fargo Advisors   August 2012 - January 2014
Fatz Cafe  June 2008 - August 2012
Claire's Accessories  October 2003 - March 2007

Skills
Customer Service, Art, Adobe Creative Suite, Advertising, Event Management, Event Planning, Facebook, Interviews, Inventory Management, Management, Merchandising, Public Relations, Microsoft Excel, Public Speaking, Research, Retail, Retail Sales, Sales, Social Media, Social Media Marketing, Social Networking, Training, Visual Merchandising, Writing, Store Management, Customer Satisfaction, Time Management, Employee Training, Customer Experience, Coaching, Loss Prevention, Sales Management

Education
University of North Carolina at Charlotte - Belk College of Business
working on my B.A, Marketing/ Advertising

Joe Bryan Joe Bryan Raleigh-Durham, North Carolina Area Details
Joe Bryan's Wells Fargo Advisors Experience August 1980 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   August 1980 - Present

Skills
Investments, Fundraising, Public Speaking, Economic Development, Government, Strategic Planning, Community Outreach, Public Policy, Policy, Policy Analysis, Community Development, Leadership, Program Management, Team Building

Education
UNC Chapel Hill   1971 — 1975
bs, industrial relations

Ozzy Padilla Ozzy Padilla Dallas/Fort Worth Area Details
Ozzy Padilla's Wells Fargo Advisors Experience December 2010 - Present
Job Regional Supervisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   December 2010 - Present
Wells Fargo Investment   February 2005 - December 2010

Skills
Investments, Securities, Series 7, Wealth Management, Mutual Funds, Retirement, Series 63, Financial Analysis, Risk Management, Financial Services, Fixed Income, Series 6, FINRA, Series 65, Investment Strategies, Series 24, Trading, Financial Advisory, Separately Managed..., Finance, Financial Risk, Business Development, Investment Advisory, Customer Service

Education
University of North Texas   1997 — 2000
Bachelor of Science (B.S.), Kinesiology and Exercise Science

Erin McGee, CPA Erin McGee, CPA Greater New York City Area Details
Erin McGee, CPA's Wells Fargo Advisors Experience June 2008 - April 2010
Job Senior Associate Optimity Advisors
Industry Management Consulting
Experience
Optimity Advisors  September 2013 - Present
Ernst & Young  October 2011 - August 2013
Wells Fargo Advisors   June 2008 - April 2010

Skills
Microsoft Excel, Internal Revenue Code, US GAAP, Tax Accounting, GoSystems, Interpersonal Leadership, Access, Financial Modeling, Financial Statements, CPA, Auditing, Tax, SEC filings, Tax Returns, Accounting, Corporate Tax, GAAP, Event Planning, Public Speaking, PowerPoint, Analysis, Financial Analysis, Microsoft Office

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2010 — 2011
Masters in Accounting, Taxation

University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2006 — 2010
Bachelor of Science (B.S.), Business Administration

Matthew Cady Matthew Cady Charlotte, North Carolina Area Details
Matthew Cady's Wells Fargo Advisors Experience September 2010 - Present
Job Enterprise Derivatives Reconciliation and Data Manager at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities  September 2014 - Present
Wells Fargo Advisors   September 2010 - Present
Wells Fargo Securities  August 2007 - September 2010
Wachovia Secutities  June 2002 - August 2007

Skills
Microsoft Office, SQL, Microsoft SQL Server, VBA, SAP, Essbase

Education
University of North Carolina at Charlotte   2006 — 2009
Master of Business Administration (MBA), Information Technology

John Farrar John Farrar Charlotte, North Carolina Area Details
John Farrar's Wells Fargo Advisors Experience September 2014 - Present
Job Trading Serives Rep at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   September 2014 - Present
UBS Financial Services Inc.  December 2008 - June 2014
Smith Barney  1998 - 2002

Education
UNC Charlotte   1994 — 1998
Bachelor of Science (BS), Finance, General

Shruti Mehta Shruti Mehta Washington D.C. Metro Area Details
Shruti Mehta's Wells Fargo Advisors Experience October 2006 - February 2008
Job Implementation/Project Manager at Hobsons
Industry Information Technology and Services
Experience
Hobsons  February 2014 - Present
NeuStar, Inc.   November 2011 - July 2013
TARGUSinfo  April 2008 - October 2011
Wells Fargo Advisors   October 2006 - February 2008

Skills
Salesforce.com, Lead Generation, SaaS, Analytics, Business Development, Manage Client..., Solution Implementation, delivery and support, Enterprise Mobility, Project Management, sales support, Integration, Solution Selling, Sales, Management, Enterprise Software, CRM, Sales Operations, Product Management

Education
University of North Carolina at Pembroke   2002 — 2006
Bachelor's degree, Business Administration, Management and Operations

Ervin Price Ervin Price Charlotte, North Carolina Area Details
Ervin Price's Wells Fargo Advisors Experience October 2002 - Present
Job Estate Operations Specialist at Wells Fargo Advisors
Industry Financial Services
Experience
Wachovia Securities Inc  May 2007 - Present
Wells Fargo Advisors   October 2002 - Present
Wells Fargo Advisors   October 2002 - Present
Wachovia Securities  December 2005 - May 2007
Wachovia Securities  October 2002 - December 2005
Wachovia Securities  April 2003 - September 2003
Randstad  July 2002 - October 2002
Randstad  July 2002 - October 2002
Temporary Service   December 2001 - October 2002
Vanguard Group  December 2001 - April 2002

Education
University of North Carolina at Charlotte   1993 — 1997
BSBA, Finance

Callie (Smith) Wynn Callie (Smith) Wynn Sherman/Denison, Texas Area Details
Callie (Smith) Wynn's Wells Fargo Advisors Experience October 2009 - Present
Job Financial Consultant, Utter Wealth Management of Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   October 2009 - Present
Wells Fargo Advisors   October 2009 - Present

Skills
Credit, Banking, Loans, Mortgage Lending, Financial Analysis, Portfolio Management, Investments, Credit Analysis, Wealth Management, Series 7, Risk Management, Financial Modeling, Strategic Financial..., Retirement Planning, Mortgage Banking, Commercial Banking, Underwriting, Loan Origination, Commercial Lending, Mutual Funds, Securities, Finance, Financial Advisory, Financial Planning, Marketing, Customer Service, Team Building

Education
University of North Texas   2000 — 2005
Bachelor's degree, Interdisciplinary Studies / Finance

Denison ISD

Sherman High School
High School Diploma

Nikki Swezey Nikki Swezey Washington D.C. Metro Area Details
Nikki Swezey's Wells Fargo Advisors Experience September 2013 - January 2015
Job Associate, Financial Consultant at Charles Schwab
Industry Investment Management
Experience
Charles Schwab  January 2015 - Present
Wells Fargo Advisors   September 2013 - January 2015
Merrill Lynch  January 2012 - May 2013
Fidelity Investments  October 2010 - June 2011
Merrill Lynch  March 2010 - August 2010
Bank of America  July 2006 - March 2010
Bank of America  September 2004 - July 2006

Skills
Series 7, Series 63, Notary Public, Credit, Series 6, Investments, Financial Services, Trading, Banking, Finance, Mutual Funds, Wealth Management, Securities, Fixed Income, Financial Advisory, Bloomberg, Equities, Bonds, Portfolio Management, Investment Advisory, Asset Allocation, Uniform Combined State..., Private Banking, Series 66, annuities, Life Insurance, Fixed Annuities

Education
Florida State College at Jacksonville
Associate of Arts (AA), Finance

University of North Florida - College of Business Administration
Finance

Igor Shteyn Igor Shteyn Greater New York City Area Details
Igor Shteyn's Wells Fargo Advisors Experience April 2003 - March 2004
Job Executive Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management  July 2007 - Present
Charles Schwab  April 2004 - March 2007
Wells Fargo Advisors   April 2003 - March 2004
H&R Block Financial Advisors  February 1999 - May 2001

Skills
Product Management, Business Development, Risk Management, Operations Management, Trading, Trading Systems, Sales, Executive Advisory..., Capital Markets, Corporate Development, 10b5-1 Plans, Precious Metals, Risk Assessment, Product Development, Vendor Management, Contract Negotiation, Business Strategy, Business Analysis, Client Relations Skills, Financial Advisory, Venture Capital, Hedging, Concentrated Stock..., New Vendor Development, System Design

Education
University of North Florida   1994 — 1998
Bachelor of Business Administration (BBA), Finance, Graduated with Honors

Detron Burch, PMP, MBA Detron Burch, PMP, MBA Greater Atlanta Area Details
Detron Burch, PMP, MBA's Wells Fargo Advisors Experience September 2009 - April 2010
Job Infrastructure Project Manager at Macy's
Industry Information Technology and Services
Experience
Macy's  November 2014 - Present
Perficient  May 2014 - September 2014
Time Warner Cable  October 2013 - March 2014
Bank of America  December 2011 - July 2013
Wells Fargo  October 2010 - December 2011
Wells Fargo Advisors   September 2009 - April 2010
Hendrick Home Care   June 2008 - September 2009
Wachovia Securities Financial Network  April 2006 - June 2008
Scottish Re  June 2006 - December 2006
BANK OF AMERICA  December 2005 - March 2006

Skills
Requirements Gathering, Project Management, Change Management, Program Management, Business Process..., Testing, Functional..., Data Mapping, Process Analysis, Technical Documentation, Business Analysis, Process Improvement, PMP, Project Charter, Project Communications, Requirements Workshops, Analyze Information, Use Case Diagrams, BRD, FRD, Agile & Waterfall..., Traceability Matrix, Requirements Analysis, Leadership, Integration, Quality Assurance, Management, Visio, Business Process, Agile Methodologies, Vendor Management, SDLC

Education
University of Phoenix at Charlotte   2005 — 2007
Masters Degree, Business Administration2005

University of North Carolina at Wilmington   1995 — 2000
Bachelor of Science, Accounting; Business Administration

Kendall Lawn Kendall Lawn United States Details
Kendall Lawn's Wells Fargo Advisors Experience March 2010 - Present
Job
Industry Banking
Experience
Wells Fargo Advisors   March 2010 - Present
Wells Fargo  May 2009 - March 2010
Wachovia Bank  June 2007 - May 2009

Skills
Management, Leadership, Strategy, SharePoint, Strategic Communications, Public Relations, Team Building, Corporate Communications, Time Management, Event Management

Education
University of North Carolina at Wilmington
Bachelor of Applied Science (B.A.Sc.)

University of Roehampton in London

University of North Carolina at Wilmington

Joy S. Clary Joy S. Clary Charlotte, North Carolina Area Details
Joy S. Clary's Wells Fargo Advisors Experience March 2015 - Present
Job Registered Client Associate at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   March 2015 - Present
Janney Montgomery Scott  March 2013 - March 2015
Wells Fargo Advisors   January 2012 - March 2013
LPL Financial  July 2011 - January 2012
LPL Financial  August 2010 - July 2011
BB&T Investment Services  July 2002 - May 2010
Smith Barney  1998 - 2002

Skills
Microsoft Office, Management, Beta, Oracle, IBPM and..., Training, Business Development, Program Management, Marketing, SharePoint, Coaching, Customer Service, Sales Management, Team Management, Investments, Mutual Funds, Securities

Education
University of North Carolina at Wilmington

Dedrick Howard Dedrick Howard Charlotte, North Carolina Area Details
Dedrick Howard's Wells Fargo Advisors Experience October 2007 - Present
Job Experienced Personal Trainer
Industry Banking
Experience
Lifetime Fitness  March 2012 - Present
Wells Fargo Advisors   October 2007 - Present

Education
ISSA

University of North Carolina at Charlotte
Bachelor of Science (BS), Project Management

Hull Russ Hull Russ Norfolk, Virginia Area Details
Hull Russ's Wells Fargo Advisors Experience August 2009 - Present
Job Financial Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   August 2009 - Present
Morgan Stanley Smith Barney  1998 - 1999

Skills
Series 7, Retirement Planning, Wealth Management, Uniform Combined State..., Series 63, Mortgage Lending, Retirement, Mutual Funds, Investments, Strategic Financial..., Investment Advisory, Financial Advisory, Portfolio Management, Asset Allocation, Series 65

Education
University of North Carolina at Chapel Hill   1997 — 2001
BA Political Science

Woodberry Forest School   1995 — 1997

M. Call M. Call Charlotte, North Carolina Area Details
M. Call's Wells Fargo Advisors Experience 2009 - 2011
Job Oracle Database Developer at WellsWachovia
Industry Information Technology and Services
Experience
Wells Fargo Advisors   2009 - 2011
Wachovia Securities  2005 - 2009
Wachovia Bank / First Union   1994 - 2005
Policy Management Systems Inc.   1992 - 1994

Skills
SQL, PL/SQL, SQL*Plus, Oracle SQL Loader, Unix Shell Scripting, Connect:Direct, DB2/SQL, html, JavaScript, Oracle Portal, Oracle SQL, Informatica

Education
University of North Carolina at Charlotte
B S B A., Business Administration and Computer Science, Computer Information Systems.

Charles Randy Thomas, III Charles Randy Thomas, III Jacksonville, Florida Details
Charles Randy Thomas, III's Wells Fargo Advisors Experience April 2001 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   April 2001 - Present
Foodonics International, Inc.   August 1989 - April 2001

Skills
Series 7, Retirement Planning, Wealth Management, 401k Rollovers, Series 63, Series 65, Investment Advisory, Mutual Funds, IRAs, Retirement, Saving for Education, Asset Allocation, Fixed Annuities, 529 Plans

Education
University of North Florida - College of Business Administration
Bachelor of Business Administration (B.B.A.), Accounting and Finance

Mark Sumerlin Mark Sumerlin Winston Salem, North Carolina Details
Mark Sumerlin's Wells Fargo Advisors Experience April 2004 - August 2010
Job Design Engineer at B/E Aerospace
Industry Mechanical or Industrial Engineering
Experience
B/E Aerospace  July 2013 - Present
Electric Power Research Institue - EPRI   May 2012 - June 2013
Wells Fargo Advisors   April 2004 - August 2010
Continental Tires   May 2002 - January 2004

Skills
Mechanical Engineering, PTC Pro/Engineer, MathCAD, Matlab, Thermal System Design, Labview, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Access, PowerPoint, Materials Testing, Polishing/Etching of..., SPSS, SAP R/3, SAP ERP, Account Reconciliation, Banking, Lotus Notes, Outlook

Education
University of North Carolina at Charlotte   2009 — 2013
Bachelor of Science (B.S.), Mechanical Engineering

University of North Carolina at Charlotte   1999 — 2003
Bachelor of Science (B.S.), Business Administration

Adam Berns Adam Berns Dallas, Texas Details
Adam Berns's Wells Fargo Advisors Experience December 2012 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   December 2012 - Present
American Financial Management  July 2002 - December 2012
The Frick Company  February 1999 - July 2002

Skills
Customer Service,..., Buegeting and...

Education
University of North Texas   1983 — 1985
Master of Business Administration (M.B.A.), Finance, General

University of Tennessee-Knoxville   1977 — 1980
Bachelor of Science (B.S.), Marketing

Justin Goble Justin Goble Charlotte, North Carolina Area Details
Justin Goble's Wells Fargo Advisors Experience June 2014 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Investment Banking
Experience
Wells Fargo Advisors   June 2014 - Present

Skills
Management, Sales, Leadership, Training

Education
University of North Carolina at Charlotte
Political Science and Government

Rudy D. Rich Rudy D. Rich Plano, Texas Details
Rudy D. Rich's Wells Fargo Advisors Experience October 2012 - August 2013
Job Private Client Advisor, JP Morgan Chase Bank, N.A.
Industry Banking
Experience
JP Morgan Chase Bank, N.A.   August 2013 - Present
Wells Fargo Advisors   October 2012 - August 2013
Chase Investments  April 2006 - October 2012
Morgan Stanley  January 2004 - April 2006

Education
University of North Texas   1968 — 1972
Bachelor of Arts (BA), Marketing Communications

Shannon R Shannon R Charlotte, North Carolina Details
Shannon R's Wells Fargo Advisors Experience January 2012 - April 2014
Job Sr. Broker Dealer Principal
Industry Financial Services
Experience
MetLife  April 2014 - Present
Wells Fargo Advisors   January 2012 - April 2014
Vanguard  May 2011 - January 2012
BB&T  September 2008 - May 2011
Wells Fargo  August 2006 - September 2008

Education
Wake Forest University   2005 — 2006
Master's Degree

University of North Carolina at Charlotte   2001 — 2005
Bachelor of Arts (B.A.), English Language and Literature, General

Sean Stout, CFA Sean Stout, CFA Saint Louis, Missouri Details
Sean Stout, CFA's Wells Fargo Advisors Experience April 2014 - Present
Job Portfolio Analyst at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   April 2014 - Present
Wells Fargo  September 2012 - April 2014
Wells Fargo Advisors   2010 - 2012
Merrill Lynch  2008 - 2010

Education
University of North Florida
Master of Business Administration (M.B.A.), Concentration Finance

University of Tennessee-Knoxville
Bachelor's Degree

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