Wells Fargo Advisors
Industry: Subsidiary
DescriptionWells Fargo Advisors is a subsidiary of Wells Fargo, located in St Louis, Missouri. It is the ninth largest brokerage firm in the United States as of August 17, 2017 with $490 billion retail client assets under management. Headquarters: St. Louis, Missouri, United States Number of employees: 15,000 Advisors Parent organization: Wells Fargo Founded: 4 September 2001 Total assets: 490 billion USD Subsidiaries: Wachovia Securities (Argentina) LLC (Buenos Aires Argentina),
Wells Fargo Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Wells Fargo Advisors Salaries. You can even request information on how much does Wells Fargo Advisors pay if you want to. Learn about salaries, pros and cons of working for Wells Fargo Advisors directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Wells Fargo Advisors 2011 - Present
Wells Fargo Advisors December 2005 - October 2011
Morgan Keegan 2001 - 2005
Education
University of Northern Colorado
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
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
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
Wells Fargo Advisors April 2003 - Present
Morgan Stanley Smith Barney July 1989 - April 2003
Prudential Bache Securities June 1984 - July 1989
Education
UNC Charlotte
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Wells Fargo Advisors August 1998 - Present
Education
University of North Georgia 1995 — 1998
Bachelors, Accounting and Finance
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Wells Fargo Advisors January 2008 - Present
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1979 — 1983
BS, Accounting
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.
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
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
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
Wells Fargo Advisors June 2014 - Present
Skills
Management, Sales, Leadership, Training
Education
University of North Carolina at Charlotte
Political Science and Government
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
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
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