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.

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.

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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
Courtney Custer Courtney Custer Johnstown, Pennsylvania Details
Courtney Custer's Wells Fargo Advisors Experience January 2001 - Present
Job Senior Vice PresidentInvestment Officer, CusterHindman Wealth Management Group of Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   January 2001 - Present

Skills
Private Banking, High Net Worth and..., Estate Investment..., Wealth Preservation..., Risk Management, Concentrated Stock..., Tax Efficient Strategies, Stock Analysis, Fixed Income Strategies, 401K Rollovers, Insurance, Retirement Plan..., Retiremtent Planning, Equities, Bonds, Mutual Funds, Annuities

Education
University of Pittsburgh-Johnstown   1997 — 2000
Bachelor's Degree, Finance

Joshua Howcroft, MBA Joshua Howcroft, MBA Salt Lake City, Utah Details
Joshua Howcroft, MBA's Wells Fargo Advisors Experience April 2010 - April 2013
Job
Industry Financial Services
Experience
Morgan Stanley Wealth Management  June 2013 - Present
Wells Fargo Advisors   April 2010 - April 2013
E*TRADE Financial  July 2009 - April 2010
Merrill Lynch Bank, USA  May 2007 - April 2009

Education
University of Phoenix
Master of Business Administration (MBA), 3.61

University of Phoenix
Bachelor of Science, Business and Finance (BSB/F), 3.69

Axia College
Associate of Arts, Information Technology (AAIT/N), 3.75

Matthew Weiner Matthew Weiner Englishtown, New Jersey Details
Matthew Weiner's Wells Fargo Advisors Experience June 2014 - Present
Job Profit Formula Client Associate within the Richard Weiner Investment Consulting Group at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   June 2014 - Present
Wells Fargo Advisors   June 2014 - June 2014
Wells Fargo Advisors   June 2011 - May 2014
Manalapan-Englishtown Recreation Center   January 2006 - January 2013
WestPark Pediatrics   October 2008 - October 2009
Englishtown Auction   April 2007 - August 2009

Skills
Financial Services, Customer Service, Microsoft Office, Teamwork, Research, Microsoft Word, PowerPoint, Microsoft Excel, Public Speaking, Social Media, Social Networking

Education
University of Rhode Island   2010 — 2014
Bachelor's Degree, Economics, Finance

Manalapan High School   2007 — 2010
High School

Christian Brothers Academty

Natasha Kantor Natasha Kantor Lake Oswego, Oregon Details
Natasha Kantor's Wells Fargo Advisors Experience
Job Registered Client Associate at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  

Skills
Investments, PowerPoint, Securities, Wealth Management, Microsoft Word

Education
University of Oregon   2010 — 2013
Bachelor's Degree, Psychology

Charles Oliver Charles Oliver Edmond, Oklahoma Details
Charles Oliver's Wells Fargo Advisors Experience September 2004 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   September 2004 - Present
Phillips Securities   1995 - 2004
Merrill Lynch  1990 - 1995
Radio Advertising & Management   1979 - 1989

Skills
Investments, Sales, Management, Retirement, Financial Advisory, Finance, Customer Service, Team Building, Marketing, Project Planning, Marketing Strategy, Retirement Planning, Strategic Planning, Sales Management, Public Speaking, Leadership, Investors, Loans

Education
University of Oklahoma - Price College of Business
BBA, Marketing & Management

Whit Hill Whit Hill Portland, Oregon Area Details
Whit Hill's Wells Fargo Advisors Experience February 2003 - Present
Job Sr. Financial Advisor at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors   February 2003 - Present

Skills
Investments, Retirement Planning, Financial Advisory, Insurance, Mutual Funds, Asset Allocation, Investment Strategies, Retirement, Risk Management, Securities, 401k Rollovers, Business Owner Planning, Multi-generational..., Retirement Savings, Wealth Preservation..., Deferred Compensation, Fixed Income Strategies, Stocks, Bonds

Education
University of Oregon
Bachelor of Arts (BA), Management and Marketing

Andrew Dadisman Andrew Dadisman Greater Minneapolis-St. Paul Area Details
Andrew Dadisman's Wells Fargo Advisors Experience September 2014 - January 2015
Job Actuarial Student
Industry Insurance
Experience
Wells Fargo Investments  May 2015 - Present
Wells Fargo Advisors   September 2014 - January 2015
Ameriprise Financial Services, Inc.   April 2013 - May 2014
University of Northwestern - St. Paul  January 2013 - November 2013

Skills
Teamwork, Leadership, Critical Thinking, Problem Solving, Data Analysis, Research, Keen Listener, Microsoft Excel, Accepting Responsibility, Knowledge-hungry Learner, Customer Service, SQL, Matlab, Java, Microsoft Word, PowerPoint

Education
University of Northwestern - St. Paul   2010 — 2014
Bachelor of Science (B.S.), Applied Mathematics, Accounting Minor, Senior

Allana Dorame Allana Dorame Scottsdale, Arizona Details
Allana Dorame's Wells Fargo Advisors Experience September 2011 - May 2012
Job Experienced Transportation Logistics, Human Resource Specialist, Manager and Business Development
Industry Human Resources
Experience
Brookfield Global Relocation Services  June 2012 - June 2013
Wells Fargo Advisors   September 2011 - May 2012
AXIS MORTGAGE INC   February 2006 - May 2010

Skills
Software /..., MS Word, MS Access, MS..., Internet Explorer,..., Adobe Illustrator,..., Business Works, Lotus..., Turbo Tax, Quicken,..., Linux, Acrobat,..., Email Management: ..., Mobile Computing: ..., Operating Systems: ..., Windows 2000, Mac 0SX,..., Hardware: Macintosh,..., Printers, IBM, Acer,..., Research, Presentations, Risk Assessment, Strategic Planning, PowerPoint, Proofreading, Customer Service, Logistics Management, Loans, Training, Marketing Communications, Code of Federal..., Closing Contracts, STD and LTD Human..., Business Process..., Process Improvement...

Education
University of Phoenix   2010 — 2015
Bachelor of Business Administration (B.B.A.), 4.0

Jordan Raniszeski, CFP® Jordan Raniszeski, CFP® Charlotte, North Carolina Details
Jordan Raniszeski, CFP®'s Wells Fargo Advisors Experience April 2007 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   April 2007 - Present
Wells Fargo  October 2004 - April 2007
Deloitte  August 2002 - October 2004

Skills
Retirement Planning, Financial Advisory, Risk Management, Investment Strategies, Relationship Management, Multi-generational..., Tax-efficient Strategies, Strategic Planning

Education
University of Notre Dame   1998 — 2002
Bachelor of Business Administration (B.B.A.), Accounting

Scot L. Morris Scot L. Morris Richmond, Virginia Area Details
Scot L. Morris's Wells Fargo Advisors Experience December 2010 - Present
Job Managing DirectorInvestments of Morris, Wiltshire & Borghi Financial Consulting Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   December 2010 - Present
RBC Wealth Management  1986 - December 2010

Education
University of Pittsburgh
Bachelor's Degree, Finance & Bio Chem

Harrison Brunelli Harrison Brunelli Huntington Beach, California Details
Harrison Brunelli's Wells Fargo Advisors Experience June 2014 - August 2014
Job Business Development Intern at OpenX
Industry
Experience
University of Pennsylvania Chaplain's Office   September 2013 - Present
OpenX  May 2015 - August 2015
Wells Fargo Advisors   June 2014 - August 2014
Oak View Renewal Partnership   June 2014 - August 2014
Barnes & Noble  June 2013 - August 2013

Skills
Grant Writing, Fundraising, Community Outreach, Public Speaking, Microsoft Office, PowerPoint, Microsoft Excel, Research, Social Media, Nonprofits, Microsoft Word, Teaching, Data Analysis, Leadership

Education
University of Pennsylvania   2013 — 2017

University of Pennsylvania   2013 — 2017
Bachelor of Arts (B.A.)

Frank Munoz Frank Munoz Greater San Diego Area Details
Frank Munoz's Wells Fargo Advisors Experience January 2015 - Present
Job International Business Risk & Control Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   January 2015 - Present
Morgan Stanley Wealth Management  2008 - 2014
Merrill Lynch  2005 - 2008
Wachovia Securities  1999 - 2005

Skills
Domestic and..., Risk and Compliance..., P&L Management, Building Dynamic Teams, Recruiting and..., Operations Management, Relationship Management, Global Management, Business Analysis, Business Strategy, Business Development

Education
University of Phoenix
Bachelor of Science (B.S.), Business Management

Hanna Scherer Bustos Hanna Scherer Bustos Miami, Florida Details
Hanna Scherer Bustos's Wells Fargo Advisors Experience 2008 - 2011
Job Sr. Executive Assistant
Industry Financial Services
Experience
Brightstar  July 2013 - Present
Merrill Lynch  2011 - 2013
Wells Fargo Advisors   2008 - 2011
KVH Architects   October 2005 - June 2007
Claire's Boutique  December 2003 - January 2004

Skills
Administrative..., Office Administration, Executive..., Professional Experience, Spanish, Access, Management, PowerPoint, Microsoft Office, Financial Analysis, Office Management, Customer Service, Finance, Sales, Microsoft Word, Project Management, Proposal Writing

Education
University of Phoenix   2012 — 2014
Associate of Arts and Sciences (A.A.S.)

Felix Varela Senior High School   2001 — 2005

St. John Neumann

John W Kelly, CRPC® John W Kelly, CRPC® San Francisco, California Details
John W Kelly, CRPC®'s Wells Fargo Advisors Experience February 2009 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   February 2009 - Present
Advanced Equities  November 2007 - February 2009
Tradelink  July 2006 - November 2007
Oregon Daily Emerald  2005 - 2006

Skills
Finance, Investments, Insurance, Retirement Planning, Equities, Mutual Funds, Asset Allocation, Asset Management, Customer Service, Financial Planning

Education
University of Oregon - Charles H. Lundquist College of Business   2002 — 2006
B.S., Finance, Economics

Brandon Yetter Brandon Yetter Pittsburgh, Pennsylvania Details
Brandon Yetter's Wells Fargo Advisors Experience August 2009 - October 2012
Job AVP, Market Risk Management at PNC Financial Services
Industry Financial Services
Experience
PNC  October 2012 - Present
Wells Fargo Advisors   August 2009 - October 2012
Wells Fargo Advisors   March 2008 - August 2009
Wells Fargo Advisors   May 2007 - March 2008
Wells Fargo Advisors   November 2005 - May 2007

Education
Strayer University
Master of Science, Accounting

University of Pittsburgh
Bachelor of Arts, Economics

Jessica Larichiuta Jessica Larichiuta Baltimore, Maryland Area Details
Jessica Larichiuta's Wells Fargo Advisors Experience May 2007 - January 2012
Job Specialty Sales Professional at Insys Therapeutics, Inc.
Industry Pharmaceuticals
Experience
Insys Therapeutics, Inc.   February 2012 - Present
Wells Fargo Advisors   May 2007 - January 2012
Ocular Sciences  March 2005 - April 2007

Skills
Pharmaceutical Industry, Pain Management, Biotechnology, Training, Medical Devices, Forecasting, Neurology, PowerPoint, Microsoft Office, Business Planning, Microsoft Excel, Pharmaceutical Sales, Cold Calling, Sales, Product Launch, Managed Care

Education
University of Pittsburgh   1999 — 2002
Bachelor of Arts (B.A.), English Language and Literature/Letters

Dremell Jones Dremell Jones Greater St. Louis Area Details
Dremell Jones's Wells Fargo Advisors Experience November 2014 - Present
Job Customer Service Representative III at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   November 2014 - Present
Wells Fargo Advisors’  June 2012 - Present
Stanford Hospital and Clinics  September 2007 - August 2011
Stanford Hospital & Lucile Packard Children's Hospital   September 2007 - August 2008

Education
University of Phoenix   2009 — 2012
Bachelor of Science (B.S.), Business Management

University of Missouri-Saint Louis
Master of Business Administration (MBA), Business

Jonathan Jarrell Jonathan Jarrell Hilton Head Island, South Carolina Details
Jonathan Jarrell's Wells Fargo Advisors Experience December 2014 - Present
Job SVP, Divisional Sales Manager at Transamerica Capital
Industry Financial Services
Experience
Transamerica Capital  April 2015 - Present
Wells Fargo Advisors   December 2014 - Present
Wells Fargo - Retail Retirement   December 2006 - Present

Skills
Portfolio Management, Banking, Credit, Strategic Planning, Risk Management, Strategic Financial..., Wealth Management, Mutual Funds, IRAs, Financial Planning, Financial Services, Retirement, Retirement Planning

Education
University of Pennsylvania - The Wharton School   2012 — 2014
Securities Industry Institute - 3 Year Graduate

Financial Services Industry - Licenses & Designations
Series 7, 9 &10, 63, 65, - S.C. Life and Health, Certified Retirement Consultant (CRC) designation

West Virginia State University
Economics

Chris Diskin Chris Diskin Greater St. Louis Area Details
Chris Diskin's Wells Fargo Advisors Experience July 2014 - Present
Job Vice President, Digital Marketing Manager Advisor Digital Strategy at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Advisors   July 2014 - Present
Wells Fargo Advisors   July 2012 - July 2014
Wells Fargo Advisors   December 2009 - July 2012
Wells Fargo Advisors, LLC  May 2007 - December 2009
Wells Fargo Advisors   August 2002 - May 2007
Wells Fargo Advisors   July 2000 - August 2002
SunTrust Bank  May 1997 - July 2000

Skills
Strategy, Digital Marketing, Financial Services, Series 7, Mutual Funds, Product Marketing, Marketing Strategy, Investments, Marketing, Cross-functional Team..., Corporate Communications, Management, Social Media, Program Management, Project Management, Account Management, Internal Communications, Financial Advisory, Content Strategy, Sales, Digital Media, Leadership, Online Marketing, Direct Marketing, Digital Strategy, Social Media Marketing, Marketing Communications, Email Marketing

Education
University of Richmond
Bachelor of Science Business Administration, Finance

University of Richmond
Post Baccalaureate, Information Systems

Jorge Insignares (MBA) Jorge Insignares (MBA) Greater Salt Lake City Area Details
Jorge Insignares (MBA)'s Wells Fargo Advisors Experience June 2010 - June 2012
Job Financial Advisor & Global Wealth Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management  July 2012 - Present
Wells Fargo Advisors   June 2010 - June 2012
E*TRADE Financial Corporation  November 2007 - May 2010

Skills
Wealth Management, Finance, Financial Services, Customer Service, Series 7, Retirement Planning, Series 63, Mutual Funds, Asset Allocation, Retirement, Investment Advisory, 401k, Strategic Financial..., Series 65, Financial Planning, Portfolio Management

Education
University of Phoenix   2009 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management, General

University of Utah   2001 — 2005
Bachelor's Degree, Business/Spanish

JeanPierre Briggs JeanPierre Briggs Corona, California Details
JeanPierre Briggs's Wells Fargo Advisors Experience June 2012 - April 2013
Job Business Consultant
Industry Accounting
Experience
Landmark Payroll   August 2015 - Present
Printronix  January 2015 - Present
Squar Milner  December 2013 - Present
Paychex  April 2013 - December 2013
Wells Fargo Advisors   June 2012 - April 2013
AT&T  June 2010 - June 2012
Verizon Wireless  September 2004 - March 2009

Skills
Banking, Loans, Credit, Consumer Lending, Credit Analysis, Payroll, Employee Benefits, Sales Management, Accounting, Employee Relations, Finance, Training, Human Resources, Wealth Management, Microsoft Office, Sales, Customer Service, Microsoft Excel

Education
University of Phoenix   2008 — 2012
Bachelor's degree, Psychology

Donna Tomlin Donna Tomlin Saint Louis, Missouri Details
Donna Tomlin's Wells Fargo Advisors Experience May 1997 - December 2013
Job Student at Webster University
Industry Financial Services
Experience
Wells Fargo Advisors   May 1997 - December 2013

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Leadership, Team Leadership, Time Management, Research, English, Data Analysis, Management, Banking, Outlook, Event Planning, Team Building, Team Management, Financial Reporting, Supervisory Skills, ACATS, Staff Development, Policy, Process Improvement, Business Process..., Business Process Testing

Education
Webster University   2010 — 2017
Business Administration and Management, General

University of Phoenix   2009 — 2010
Business Management

Kevin Petersen Kevin Petersen Indianola, Iowa Details
Kevin Petersen's Wells Fargo Advisors Experience August 2001 - June 2006
Job Audit Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  September 2013 - Present
Wells Fargo Home Mortgage  June 2006 - September 2013
Wells Fargo Advisors   August 2001 - June 2006
Financial Industry Technical Services, Inc. (FITS-Inc.)   January 2000 - August 2001

Skills
Banking, Process Improvement, Risk Management, Quality Assurance, Auditing, Operational Risk..., Financial Services, Mortgage Servicing, Leadership, Team Leadership, Correspondent Banking, Analysis, Securities, Broker-Dealer, Mutual Funds, Investments, Series 7, Cost Basis Reporting, Budgets, Business Analysis, Mergers & Acquisitions, Loans

Education
University of Northern Iowa   1990 — 1994
Bachelor of Arts (B.A.), Finance, General

Gladbrook-Reinbeck   1986 — 1990

Louis Pejlovas Louis Pejlovas Mesa, Arizona Details
Louis Pejlovas's Wells Fargo Advisors Experience August 2012 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   August 2012 - Present
University of Phoenix  July 2008 - June 2012

Skills
Insurance, Retirement Planning, Fixed Annuities, Mutual Funds, Life Insurance, Investments, Financial Services, Risk Management, Variable Annuities, Wealth Preservation..., 401k Rollovers, Stock Analysis, Financial Analysis, Estate investment..., Securities, Multigenerational..., Business-Owner Planning, Tax–Efficient Strategies, Retirement Savings, Fixed-Income Strategies, Deferred Compensation..., Concentrated Stock...

Education
University of Phoenix   2008 — 2012
Bachelor of Science (BS), Business/Corporate Communications

Ruth Barrios Ruth Barrios Fort Lauderdale, Florida Details
Ruth Barrios's Wells Fargo Advisors Experience February 2013 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   February 2013 - Present
Edward Jones  August 2008 - May 2012
Progress Energy  April 2001 - 2008

Education
University of Phoenix   2001 — 2006
Computer and Information Sciences and Support Services

Kristin Fick Kristin Fick Greater St. Louis Area Details
Kristin Fick's Wells Fargo Advisors Experience January 2014 - Present
Job Analytics Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   January 2014 - Present
Wells Fargo Advisors   October 2010 - Present
Electro Savings Credit Union  January 2010 - October 2010
H&R Block  January 2009 - January 2010
1st Financial Federal Credit Union  January 2007 - January 2010

Skills
Banking, Business Analysis, Relationship Management, Customer Service, Team Leadership, Accounting, Microsoft Office, Sales Management, Coaching, Human Resources, Inventory Management, Employee Relations, Direct Sales, Interviews, Financial Analysis

Education
University of Phoenix   2006 — 2008
Bachelor of Science, Business Administration

Saint Charles Community College
Business Adminstration

Kevin Grant Kevin Grant New York, New York Details
Kevin Grant's Wells Fargo Advisors Experience June 2010 - August 2010
Job Investment Banking Analyst
Industry Financial Services
Experience
GCA Savvian  August 2013 - Present
Citadel Investment Group  June 2012 - August 2012
Convergent Wealth Advisors  June 2011 - August 2011
Wells Fargo Advisors   June 2010 - August 2010

Education
University of Pennsylvania   2009 — 2013
Bachelor of Arts (BA), Economic History

St. Albans School   2005 — 2009

LaTora Love LaTora Love Charlotte, North Carolina Area Details
LaTora Love's Wells Fargo Advisors Experience May 2013 - Present
Job Human Resources Specialist 4 at Wells Fargo Advisors
Industry Human Resources
Experience
Wells Fargo Advisors   May 2013 - Present
AON Hewitt Associates  July 2007 - September 2013
Carolinas Healthcare System  April 2012 - March 2013
Insurance Overload Staffing  October 2006 - February 2007
Insurance Overload Staffing  December 2005 - January 2006
CIGNA Healthcare  December 2003 - July 2004

Skills
Microsoft Office, PowerPoint, PeopleSoft, Talent Management, Word, Excel, Coaching, Team Building, Customer Service, Documentation, Database Administration, Data Analysis, Healthcare, Health, Internet, JavaScript, Kronos, Lotus Notes, Outlook, Organizing, Outsourcing, Quality, Quality Management, Research, Risk Management, Problem Solving, Strategic Planning, Teamwork, Team Management, Team Leadership, Windows, Mac OS X, YouTube, Yahoo, Administrative..., Analysis, Performance Management, Employee Benefits, Human Resources, Payroll, Recruiting, Benefits Administration, FMLA, Leave of Absence, Talent Acquisition, Call Centers, Insurance, Onboarding, Health Insurance

Education
University of Phoenix   2010 — 2013
Bachelors of Science, Health Administration

University of Phoenix   2008 — 2010
Associates of Arts, Health Administration

Harding University High School   1997 — 2000
High School Diploma

Aquila Oliveira Aquila Oliveira Greater New York City Area Details
Aquila Oliveira's Wells Fargo Advisors Experience October 2014 - Present
Job Registered Banker
Industry Financial Services
Experience
Wells Fargo Advisors   October 2014 - Present
Wells Fargo  February 2013 - Present
First Niagara Bank  March 2012 - February 2013
Northwestern Mutual  August 2011 - February 2012
Wentworth Laboratories  June 2007 - June 2009

Skills
Retirement Planning, Annuities, Customer Relations, Financial Planning, Microsoft Office, Wealth Management, Strategic Planning, Insurance, Investments, Finance, Risk Management, Retirement, Loans, Cross Selling, Series 63, Life Insurance, Financial Services, Mutual Funds, Series 6, Banking

Education
University of Phoenix   2012 — 2015
Bachelor of Business Administration (BBA), Finance and Financial Management Services

henry abbott   2000 — 2004
High school, drafting

Norwalk Community College
Associate, Business

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

Katrina Capocelli Katrina Capocelli Richmond, Virginia Area Details
Katrina Capocelli's Wells Fargo Advisors Experience 2004 - Present
Job Market Data at Wells Fargo
Industry Computer & Network Security
Experience
Wells Fargo Advisors   2004 - Present
Wells Fargo  2004 - 2009
Wachovia/Wells Fargo  August 2000 - March 2005
Wachovia Securities, LLC  August 2000 - April 2004
First Union Securities  1998 - 2003
Wachovia  February 1997 - August 2000
Wachovia Securities, LLC  January 1997 - August 2000

Skills
Entitlements, Business Analysis, Data Analysis, Software Documentation, Program Management, Requirements Analysis, Project Management, Market Data, Disaster Recovery, PMP, Servers, Troubleshooting, Technical Support, Windows, SharePoint, Management, Data Center, Project Planning, Visio, Infrastructure, Integration, SDLC, Vendor Management, Process Improvement, Risk Management

Education
University of Phoenix   2003 — 2006
Bachelor of Business Administration, Business Admin

Virginia Commonwealth University   1995 — 1997
Early Childhood Education and Teaching

SHANE OMALLEY, CFP® SHANE OMALLEY, CFP® Johnston, Iowa Details
SHANE OMALLEY, CFP®'s Wells Fargo Advisors Experience December 2003 - December 2011
Job Business Owner at OMalley Wealth Management Group
Industry Financial Services
Experience
OMalley Wealth Management Group   August 2013 - Present
BDF Investments   December 2011 - August 2013
Wells Fargo Advisors   December 2003 - December 2011
New England Securities  January 2000 - November 2003
Petersen-Hill Insurance   January 1996 - December 1998
Principal Financial Group  January 1994 - December 1995
US Navy  February 1987 - February 1991

Skills
Retirement Planning, Retirement, Strategic Financial..., Mutual Funds, Asset Allocation, Life Insurance, Long-term Care, Management, Budgets, Coaching, Wealth Management, Investments, Series 7, 401k, Fixed Annuities, Series 63, Portfolio Management, Estate Planning, Securities, Investment Advisory, Finance, Financial Services, Financial Planning

Education
University of Northern Iowa   1991 — 1996
Bachelor of Arts, Mathematics

Jesup Community   1983 — 1986
Diploma, General

Timothy Wood Timothy Wood Richmond, Virginia Area Details
Timothy Wood's Wells Fargo Advisors Experience March 2014 - Present
Job Premium WordPress Specialist, Partner Imagine Simplicity
Industry Information Technology and Services
Experience
Wells Fargo Advisors   March 2014 - Present
Imagine Simplicity   May 2010 - Present
Wells Fargo Advisors   November 2013 - March 2014
Hawley Martin   January 2013 - November 2013
CRT/tanaka  May 2007 - August 2010
Impact Artistry   January 2006 - May 2010
Media General  September 2006 - May 2007
RightMinds  March 2005 - September 2006
SKYBAX Communications   February 2004 - March 2005
Cavalier Telephone  December 2001 - March 2004

Skills
Wordpress, jQuery, PHP, MySQL, JSON, CSS, HTML5, JavaScript, SEO, E-commerce, Photoshop, Final Cut Pro, After Effects, Illustrator, Information Architecture, Google Analytics, Apache, XML, XHTML, InDesign, Web Development, CMS, Web Design, AJAX, Drupal, User Interface Design, Web Applications, Website Development, User Experience, Front-end Development, HTML, Mac OS X, Graphic Design, Web Analytics, Mobile Applications, Python, MVC, Flash, Interaction Design, Social Media, LAMP, Online Marketing, Event Photography, Video Production, Wedding Photography, Photography, Online Advertising, HTML 5, WordPress, Usability

Education
University of Richmond   2002 — 2006
BS, Information Systems

Miracle Mountain Ranch   2000 — 2002
Associate's degree, Social Psychology

Michael Doré (Newman) Michael Doré (Newman) Greater Detroit Area Details
Michael Doré (Newman)'s Wells Fargo Advisors Experience September 2007 - October 2009
Job President/ Memories By Newman
Industry Computer Networking
Experience
Memories By Newman, LLC   January 2012 - Present
Detroit Red Wing Alumni Association   January 2012 - Present
Joe Kocur Foundation For Children   January 2011 - Present
Flow Wine Group  November 2011 - December 2014
Leonard & Company  October 2009 - March 2011
Wells Fargo Advisors   September 2007 - October 2009
Fifth Third Bank  January 2005 - April 2007
National City Bank  April 1997 - December 2004

Skills
Sales, Sales Management, Hockey, Ice Hockey, Photography, DJ, Wedding DJ, Financial Advisory, Banking, Retail Banking, Non-profits, Foundations, Digital Photography, Commercial Photography, Event Photography, Wine Tasting, Consultants, Management Consulting, Contract Negotiation, Contract Management, Agents, Nonprofits, Investments, Media Relations, Finance, Technology, Networking, Social Networking, Social Media Marketing, Social Media, Team Building, Customer Service

Education
University of Phoenix   1998 — 2002
Bachelors, Business Management

Mt. Clemens High School   1985 — 1987

Livonia Bentley High School   1983 — 1985

Carla Jambga Carla Jambga Greater St. Louis Area Details
Carla Jambga's Wells Fargo Advisors Experience 2012 - Present
Job at
Industry Human Resources
Experience
Wells Fargo Advisors   2012 - Present
Professional Employment Group  October 2011 - Present
Waste Managment of St. Louis   October 2008 - July 2011
MetLife  1990 - 2007

Education
University of Phoenix   2003 — 2007
Bachelors, Business Administration

Andrew Cary Hall Andrew Cary Hall Richmond, Virginia Details
Andrew Cary Hall's Wells Fargo Advisors Experience May 2002 - Present
Job Business Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   May 2002 - Present
Wachovia Securities, Richmond, VA   2002 - 2010
Philip Morris Information Services   January 1991 - June 1998
Best Products  March 1982 - December 1991

Skills
Cobol, DB2, CICS, SDLC, Requirements Gathering, Requirements Analysis, Visio, JCL, SQL, Systems Analysis, Quality Center, Business Requirements, Data Warehousing, Software Project..., Microsoft SQL Server, Oracle, Databases, Mainframe, COBOL, User Acceptance Testing, Enterprise Architecture, Business Analysis, Software Documentation, Database Design, Project Portfolio..., Vendor Management, Waterfall

Education
VCU   1979 — 1982
BS, Information Systems

University of Richmond   1977 — 1979

Jeff Bucci, CRPC® Jeff Bucci, CRPC® Boca Raton, Florida Details
Jeff Bucci, CRPC®'s Wells Fargo Advisors Experience 2009 - Present
Job Financial Advisor, Vice President Investments, Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors   2009 - Present
Sun Trust Investment Services   August 2005 - August 2009

Skills
Estate Investment..., Investment Planning, Risk Management, Financial Services

Education
University of Pittsburgh   1991 — 1995
Bachelor of Science (B.S.), Psychology, Economics, Finance

Chris Riddick Chris Riddick Richmond, Virginia Area Details
Chris Riddick's Wells Fargo Advisors Experience May 2012 - Present
Job Technical Lead at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors   May 2012 - Present
Wells Fargo Advisors   2000 - May 2012
Wachovia Securities, LLC  October 2000 - December 2009
Sapphire Technologies  2000 - 2001
Bond International Software  1998 - 1999
US Navy  December 1992 - March 1998

Education
University of Richmond   2006 — 2010
BAS, Information Systems

Mark Aronson Mark Aronson Mount Laurel, New Jersey Details
Mark Aronson's Wells Fargo Advisors Experience 1994 - 2013
Job Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2013 - Present
Wells Fargo Advisors   1994 - 2013
MONY  1993 - 1994
The Copeland Companies  1988 - 1990
Dean Witter  1984 - 1988

Education
University of Pennsylvania   1970 — 1974
Bachelor of Arts (B.A.)

Bethpage High School

Gregory Dietiker Gregory Dietiker Seattle, Washington Details
Gregory Dietiker's Wells Fargo Advisors Experience November 2013 - Present
Job Brokerage Associate at Wells Fargo Advisors
Industry Investment Management
Experience
Wells Fargo Advisors   November 2013 - Present
Wells Fargo  September 2012 - Present
Wells Fargo  July 2012 - September 2012
Wells Fargo  August 2011 - June 2012
Best Buy  July 2007 - June 2008

Skills
Customer Service, Sales, Microsoft Office, Marketing Strategy, Cold Calling, Personal Financial...

Education
University of Oregon - Charles H. Lundquist College of Business   2009 — 2011
Bachelor of Business Administration, Marketing

Zarina Bafaiz Zarina Bafaiz Dublin, California Details
Zarina Bafaiz's Wells Fargo Advisors Experience June 2007 - April 2012
Job Business analyst at Cognizant Technology
Industry Information Technology and Services
Experience
Cognizant Technology Solutions  March 2014 - April 2015
Computer Science Corporation  April 2012 - March 2014
Wells Fargo Advisors   June 2007 - April 2012

Skills
Customer Service, Sales, Software Project..., Business Analysis, Test Management, Team Building, Management, Strategic Planning, Training, Project Management, Microsoft Office, Team Leadership, Public Speaking, Sales Management, Project Planning

Education
University of Phoenix   2010 — 2013
Business management - Minored in Project Management

STEVEN (STEVE) BACKOFF STEVEN (STEVE) BACKOFF Greater Minneapolis-St. Paul Area Details
STEVEN (STEVE) BACKOFF's Wells Fargo Advisors Experience October 2007 - October 2011
Job Financial Services Professional / Compliance and Supervision
Industry Financial Services
Experience
A leading independent financial advisory firm   May 2012 - Present
Wells Fargo Advisors   October 2007 - October 2011
Wells Fargo Advisors   1999 - October 2007
RBC Wealth Management  August 1998 - October 1999
RBC  1998 - 1999
Norwest Investments   1997 - 1998

Skills
Microsoft Office, Banter Software, Live Meeting, Pottery, Dogs, Series 7, Series 63, Series 9/10

Education
University of Northern Iowa   1984 — 1988
B.A., English Major, Art Minor

Marshalltown High

Bobbi Lu Bennett, BBA, MBA Bobbi Lu Bennett, BBA, MBA Vacaville, California Details
Bobbi Lu Bennett, BBA, MBA's Wells Fargo Advisors Experience 2004 - 2006
Job CFO & Senior Consultant at Apollo Energies, Inc. and Grant Writer
Industry Construction
Experience
Solano Symphony   February 2015 - Present
The Yippie Foundation   February 2015 - Present
Vacaville Neighborhood Boys and Girls Club   May 2014 - Present
Apollo Energies Inc.   January 2009 - Present
Apollo Energies, Inc.   January 2009 - Present
Morgan Stanley Smith Barney  March 2007 - July 2009
Wells Fargo Advisors   2004 - 2006

Skills
Energy Efficiency, Green Building, Sustainability..., Close Attention to..., Sustainable Energy, Highly personable, Dependable Team Player, High level of initiative, Always Punctual, Finance, Strategic Planning, Customer Service, Public Speaking, Project Management, Quick Study, Identifying Client Needs, Leadership, Energy Audits, Team Building, Microsoft Office, Renewable Energy, Communication Skills, Sales, Contract Negotiation, Solar Energy, Energy, Energy Conservation, Energy Management, Time Management, Retirement, Entrepreneurship, Banking, Proposal Writing, PowerPoint, Microsoft Word, Outlook, Alternative Energy, Budgets, Positive Team Player, Contract Management, Microsoft Excel, Sustainability, Grant Writing, Fundraising

Education
University of Phoenix   2010 — 2013
Masters in Business Administration (MBA), Concentration in Energy Management, 3.75 GPA

Walsh College of Accountancy and Business Administration   1992 — 1996
Bachelor of Business Administration (BBA), Concentration in Finance

St. Clair County Community College   1979 — 1982
Associate's degree, Accounting

Port Huron High School   1974 — 1979
Diploma, General Studies

Michael S. Marion, CFP® Michael S. Marion, CFP® Monroeville, Pennsylvania Details
Michael S. Marion, CFP®'s Wells Fargo Advisors Experience 2007 - Present
Job Managing Director Investments at Marion Wealth Management Group of Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors   2007 - Present
Ferris, Baker Watts, Inc.   1999 - 2007
Wheat First, Butcher Singer  1993 - 1999

Skills
Strategic Financial..., Wealth Management

Education
University of Pittsburgh
Bachelor or Arts, Humanities

Stephen R Gagne Stephen R Gagne Greater Pittsburgh Area Details
Stephen R Gagne's Wells Fargo Advisors Experience 1997 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors   1997 - Present
Merril Lynch  1992 - 1997

Skills
Insurance, Mutual Funds, 401k Rollovers, Retirement Planning, Investment Strategies, Risk Management, Bonds, Stocks, Estate Investment..., Business-owner Planning, Multi-generational..., Annuities

Education
University of Pittsburgh   1982 — 1986
BA, Economics & Business Administration

Ron Wyatt Ron Wyatt Canonsburg, Pennsylvania Details
Ron Wyatt's Wells Fargo Advisors Experience March 2000 - September 2009
Job Managing Advisor at United Capital Financial Advisers, LLC
Industry Financial Services
Experience
United Capital Financial Advisers, LLC  January 2014 - Present
JFS Wealth Advisors  September 2009 - January 2014
Wells Fargo Advisors   March 2000 - September 2009

Education
University of Pittsburgh-Johnstown   1983 — 1987
BA, Finance and Accounting

Keystone Oaks   1978 — 1982

Chad.T Kemper, MBA Chad.T Kemper, MBA Baltimore, Maryland Area Details
Chad.T Kemper, MBA's Wells Fargo Advisors Experience March 2003 - May 2007
Job Baltimore County Public School Substitute Teacher
Industry Professional Training & Coaching
Experience
Baltimore County Public Schools  2014 - Present
Success Charging USA, LLC./The Success Group   2011 - 2012
TruGreen LandCare  May 2007 - October 2009
Wells Fargo Advisors   March 2003 - May 2007
Sprint Communication Systems  January 1999 - August 2002

Skills
Account Management, Administration, Business Planning, Business Management, Team Building, Banking, Business Strategy, Customer Relations, Customer Service, Contract Negotiation, Data Analysis, Product Development, Financial Reporting, Financial Planning, Financial Analysis, Grant Writing, Internet, Integration, Insurance, Key Account Management, Knowledge Management, Leadership Development, Team Leadership, Program Management, Change Management, Contract Negotiations, Negotiation, Organizational..., Operations Management, Strategic Planning, Quantitative, Problem Solving, Telecommunications, Team Management, Vendor Management, Wireless, Management, Sales, Customer Satisfaction, Salesforce.com, B2B, Sales Management, Strategy, Training, CRM, Leadership, New Business Development, Direct Sales, Marketing Strategy, Enterprise Software

Education
University of Phoenix-Maryland Campus   2002 — 2004
Master of Business Administration (MBA), Business Administration and Management, General

York College of Pennsylvania   1996 — 1998
Bachelor of Science (BS), Business Administration and Management, General

Woodlawn High School   1990 — 1993
High School, General Studies

Dennis McGuire Jr., AAMS®, ADPA® Dennis McGuire Jr., AAMS®, ADPA® Charlestown, Rhode Island Details
Dennis McGuire Jr., AAMS®, ADPA®'s Wells Fargo Advisors Experience May 2007 - October 2009
Job Managing Partner at McGuire Investment Group, LLC
Industry Investment Management
Experience
McGuire Investment Group   October 2009 - Present
Wells Fargo Advisors   May 2007 - October 2009
A.G. Edwards   January 2001 - May 2007

Skills
Estate Investment..., Financial Advisory, Investment Planning, Investment Strategies, Investments, Retirement, Retirement Planning, Stock Analysis, Welath Management, Portfolio Management, Equities

Education
University of Rhode Island   1995 — 1999
B.S., Microbiology

Bishop Hendricken H.S.   1991 — 1995

Rick Fulton Rick Fulton Palo Alto, California Details
Rick Fulton's Wells Fargo Advisors Experience January 2009 - Present
Job Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   January 2009 - Present
Merrill Lynch  November 2001 - January 2009
Morgan Stanley Smith Barney  January 1999 - November 2001

Skills
Investments, Insurance, Financial Advisory, Retirement, Asset Allocation, Finance, Risk Management, Investment Planning, 401(k) Rollovers, Retirement Plan..., Multi-generational..., Tax-efficient Strategies, Estate Investment..., Retirement Savings, Wealth-preservation...

Education
University of Oregon   1990 — 1994
Bachelor of Arts (BA), Political Science and Government

Thomas Bryant MBA CFP® Thomas Bryant MBA CFP® Modesto, California Area Details
Thomas Bryant MBA CFP®'s Wells Fargo Advisors Experience March 1998 - August 2004
Job President / Chief Investment Strategist at The Investment Consulting Group
Industry Financial Services
Experience
The Investment Consulting Group   August 2004 - Present
Wells Fargo Advisors   March 1998 - August 2004
Smith Barney  January 1984 - February 1998
EF Hutton  1988 - 1988

Skills
Financial Advisory, Securities, Financial Planning, Life Insurance, Retirement Planning, 401k, Investment Strategies, 401k Rollovers, Retirement Plan...

Education
University of Oregon   1981 — 1983
Bachelor of Science (BS), Economics

Scott Duncan Mohler Scott Duncan Mohler San Antonio, Texas Details
Scott Duncan Mohler's Wells Fargo Advisors Experience January 2006 - July 2012
Job Partner/Wealth Manager at Partners Wealth Management
Industry Financial Services
Experience
Partners Wealth Management - Texas   July 2012 - Present
Wells Fargo Advisors   January 2006 - July 2012
JPMorgan Chase  December 2003 - December 2005
Charles Schwab  June 2000 - December 2003

Skills
Retirement Planning, Wealth Management, Estate Planning, Series 7, Mutual Funds, Series 63, Series 65, Long Term Care Insurance, portfolio strategies, 401k, Disability Insurance, Financial Analysis, Personal Finance, Health Insurance, Life Insurance, Term Life Insurance, Portfolio Management, Model Portfolios, business succession, 401k Rollovers, 403 b, Traditional IRA, SEP IRA, Simple IRA, Roth IRA, College Education..., 529 Plans, Soccer, Sports Coaching, Player Development, Avid Golfer, Golf, Strategic Financial..., Securities, FINRA, Financial Advisory, Registered Investment..., Investment Advisory, Asset Allocation, Finance, IRAs, Investment Strategies, Retirement

Education
University of Pittsburgh-Bradford   1990 — 1994
Bachelor of Science (B.S.), Accounting and Finance

Anderson High School   1986 — 1990

Martin Jr.High

Michael C. Robinson Michael C. Robinson Greater St. Louis Area Details
Michael C. Robinson's Wells Fargo Advisors Experience March 2015 - Present
Job WFA Solutions Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   March 2015 - Present
Wells Fargo Advisors   September 2013 - March 2015
Verizon  April 2009 - September 2013
The Robinson Company   August 1996 - September 2013
Re/Max Cornerstone  October 2003 - March 2005
Village of Pasadena park   1996 - 2000
Coldwell Banker  1990 - 1995

Skills
Real Estate, Broker Price Opinion, Foreclosures, Short Sales, Real Estate Transactions, Direct Sales, New Business Development, Negotiation, Customer Service, Sales, Sales Management, Account Management, Contract Negotiation, Marketing, Selling, Sales Operations, Marketing Strategy, Public Speaking, Customer Satisfaction, Telecommunications, Coaching, Purchasing

Education
University of Phoenix   2010 — 2012
Masters of Business Administration, Business Administration

Washington University in St. Louis   1984 — 1986
Bachelor of Science, Industrial Production and Mangement

university of Missouri   1977 — 1982

Normandy

Normandy

Normandy

Normandy High School

Logan Gardner Logan Gardner Lexington, Kentucky Area Details
Logan Gardner's Wells Fargo Advisors Experience June 2014 - August 2014
Job Markets and Product Strategy Intern at Wells Fargo Advisors
Industry Nonprofit Organization Management
Experience
Kids for Kids: Youth Social Ventures   March 2011 - Present
Penn International Impact Consultants   May 2015 - June 2015
Wells Fargo Advisors   June 2014 - August 2014
Trek Advancement, LLC   September 2012 - June 2013
The Lexington School  September 2012 - May 2013

Skills
Non-profits, Public Speaking, Microsoft Office, Event Planning, Fundraising, Social Media, Research, Strategic Planning, Customer Service, Microsoft Excel, Event Management, Community Outreach, PowerPoint, Microsoft Word, Project Management, Volunteer Management, Editing, Teaching, Program Development, Nonprofits, Leadership Development

Education
Wharton School, University of Pennsylvania   2013 — 2017

Henry Clay High School   2009 — 2013

Nicholas Reslink Nicholas Reslink Glenshaw, Pennsylvania Details
Nicholas Reslink's Wells Fargo Advisors Experience June 2015 - Present
Job Student, University of Pittsburgh, Math and Economics
Industry Investment Management
Experience
Wells Fargo Advisors   June 2015 - Present
University of Pittsburgh Student Government Board  January 2015 - Present
Chick-fil-A  November 2012 - Present

Skills
Cashiering, Cash Register, Cash Handling Experience, Food Service, Food Preparation, Time Management, Phone Etiquette, Critical Thinking, Restaurants, PowerPoint, Microsoft Excel, Stata, Morningstar, SmartStation, Data Analysis, Budgeting, Team Management, Meeting Facilitation, Quantitative Research

Education
University of Pittsburgh   2012 — 2016
Bachelor of Science (BS), Math and Economics, Senior

Evan Potash Evan Potash Greater Philadelphia Area Details
Evan Potash's Wells Fargo Advisors Experience August 2013 - Present
Job AVP, Senior Regional Private Banking Relationship Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo  August 2013 - Present
Wells Fargo Advisors   August 2013 - Present
PNC Investments  February 2012 - August 2013
Sovereign Santander  September 2010 - January 2012
Business Network International (BNI)   December 2009 - September 2010
MassMutual / Whipple & Associates   June 2008 - September 2010
LA Fitness  August 2007 - July 2008
Sunoco  April 1998 - August 2002

Skills
Business Strategy, Sales, Finance, Leadership, Management, Cold Calling, Business Development, Networking, Banking, New Business Development, Business Planning, Insurance, Life Insurance, Strategic Financial..., Social Networking, Risk Management, Portfolio Management, Time Management, Budgets, Investments, Team Building, Project Management, Loans, Financial Analysis, Retirement Planning, Financial Services, Mortgage Lending, Health Insurance, Small Business Lending, PowerPoint, Microsoft Excel, Commercial Lending, Wealth Management, Mutual Funds

Education
University of Rhode Island   2002 — 2007
BA, Political Science, Business

Abington Senior High

Robin Fischer Robin Fischer Houston, Texas Area Details
Robin Fischer's Wells Fargo Advisors Experience June 2004 - February 2009
Job Client Relationship Manager at Spiller & Associates, Private Wealth Advisory practice of Ameriprise Financial
Industry Financial Services
Experience
Spiller & Associates, a Private Wealth Advisory practice of Ameriprise Financial   December 2011 - Present
PM Realty Group  May 2009 - December 2011
Wells Fargo Advisors   June 2004 - February 2009

Skills
Account Management, Project Management, Customer Service, Relationship Management, Vendor Management, Insurance, Financial Services, Financial Analysis, Outlook, Contract Negotiation, Asset Management, Team Building

Education
University of Phoenix   2001 — 2003
Bachelor of Applied Science (B.A.Sc.), Management

Tim Schwalje Tim Schwalje Greater New York City Area Details
Tim Schwalje's Wells Fargo Advisors Experience November 2010 - March 2011
Job Student at University of Pennsylvania
Industry Financial Services
Experience
Barclays Capital  June 2012 - August 2012
Wells Fargo Advisors   November 2010 - March 2011
ConvergEx Group  June 2010 - August 2010

Skills
Bloomberg

Education
University of Pennsylvania   2008 — 2013
Bachelor of Arts (B.A.), Political Economy

Chuck Earle Chuck Earle Richmond, Virginia Area Details
Chuck Earle's Wells Fargo Advisors Experience December 2013 - Present
Job Department Manager, Middle Office Services Group, Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   December 2013 - Present
Wells Fargo Advisors   June 2012 - January 2014
First Clearing, LLC  January 2010 - June 2012
First Clearing, LLC  March 2008 - January 2010
First Clearing, LLC  January 2007 - March 2008
Wachovia Securities, LLC  August 2005 - December 2006
Wachovia Securities, LLC  February 2004 - August 2005
Mutual Funds Dept/First Clearing Corporation   December 2002 - February 2004
First Clearing Corporation   April 2000 - December 2002

Skills
Series 7, Securities, Risk Management, Mutual Funds, Series 63, Process Improvement, Relationship Management, Business Analysis, Financial Services, Banking, Series 9, Series 10, Series 53, Back Office, FINRA, Financial Markets, Leadership, Management, Series 24, Training, Financial Risk, Mergers

Education
University of Richmond   1991 — 1995
BA, Sociology/Religion

Roger Coles Roger Coles Greater St. Louis Area Details
Roger Coles's Wells Fargo Advisors Experience November 2009 - March 2013
Job Senior Process Manager at Charter Communications
Industry Financial Services
Experience
Charter Communications  October 2013 - Present
Wells Fargo Advisors   November 2009 - March 2013
Elsevier  August 2009 - November 2009
Levi, Ray & Shoup, Inc   April 2009 - July 2009
Daugherty Business Solutions  June 1996 - January 2009
Brown Shoe Company  April 2008 - December 2008
Delta Technology  February 2008 - March 2008
Centene Corporation  March 2007 - December 2007
Sisters of Mercy Health System  February 2006 - February 2007
MasterCard  December 2002 - June 2003

Skills
Business Analysis, Visio, MS Office Suite, RUP, Agile, MS Project, E-commerce, Agile Methodologies, Business Intelligence, Data Warehousing, Requirements Gathering, Microsoft Office, SQL, Management, Business Process, Project Management, Software Documentation, Cross-functional Team..., Business Requirements, Microsoft Project, Vendor Management

Education
University of Oklahoma   1989 — 1994
Bachelor of Arts

Tim Kenkel Tim Kenkel Greater Denver Area Details
Tim Kenkel's Wells Fargo Advisors Experience April 2011 - February 2012
Job Chief Compliance Officer at Cascade Financial Management, Inc.
Industry Financial Services
Experience
Cascade Financial Management, Inc.   March 2013 - Present
Cascade Financial Management, Inc.   February 2012 - March 2013
Wells Fargo Advisors   April 2011 - February 2012
CapWest Securities  October 2007 - April 2011
Wachovia Securities, LLC  April 2004 - October 2007
Wachovia Securities  March 2003 - April 2004
PNC Investments  July 2001 - August 2002
PNC Brokerage   August 1998 - July 2001
PNC Bank  February 1996 - August 1998
First Investors Corp  September 1994 - September 1995

Skills
Investments, Mutual Funds, Financial Services, Portfolio Management, Insurance, Management, Banking, Training, Leadership, Finance, Auditing, Equities, FINRA

Education
University of Pittsburgh   1989 — 1994
BA, Economics

University of Pittsburgh
BA, Economics

Mt Lebanon Senior High School

John Shank, CRPC John Shank, CRPC Fort Wayne, Indiana Details
John Shank, CRPC's Wells Fargo Advisors Experience March 2012 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   March 2012 - Present
Merrill Lynch  November 2008 - March 2012
Progressive Staffing   January 1994 - February 2008
Todays Staffing  1993 - 1999

Skills
Investment Planning, Customer Relations, Retirment Planning, IRA's, Investment Strategies, Asset Allocation

Education
University of Notre Dame   1990 — 1992
MBA

University of Notre Dame   1981 — 1985
BBA, Accounting

Bishop Luers High School   1977 — 1981
Diploma

Richard Sanz Richard Sanz Miami/Fort Lauderdale Area Details
Richard Sanz's Wells Fargo Advisors Experience June 2010 - August 2010
Job Demand Analyst at Carnival Cruise Lines
Industry Banking
Experience
Bacardi  September 2015 - Present
Carnival Cruise Line  February 2014 - Present
Carnival Cruise Lines  June 2012 - February 2014
CareCloud  July 2011 - August 2011
Wells Fargo Advisors   June 2010 - August 2010
TURKEL  June 2007 - July 2007

Skills
Finance, Research, Spanish, Analysis, Strategic Planning, Financial Analysis

Education
University of Pennsylvania - The Wharton School   2008 — 2012
Bachelor of Science

Andrew Brady Andrew Brady Greater Chicago Area Details
Andrew Brady's Wells Fargo Advisors Experience July 2012 - August 2012
Job Valuation Associate at Deloitte FAS
Industry Financial Services
Experience
Deloitte  September 2014 - Present
StockViews   June 2013 - Present
Seeking Alpha  February 2013 - Present
Wells Fargo  May 2013 - August 2013
Wells Fargo Advisors   July 2012 - August 2012

Skills
Bloomberg Terminal, Investment Theory, Asset Managment, Financial Modeling, Microsoft Excel, Microsoft Word, Equities, Commodity Markets, Emerging Markets, Asset Management, Stock Market Analysis, Equity Research, Investment Management, Equity Valuation, Valuation, Investments

Education
University of Notre Dame   2010 — 2014
Bachelor's Degree, Finance

Rob Closs Rob Closs Portland, Oregon Details
Rob Closs's Wells Fargo Advisors Experience January 1994 - Present
Job First Vice PresidentInvestment Officer, Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   January 1994 - Present

Skills
Investments, Retirement Planning, Finance, Insurance, Retirement, Public Relations, Public Speaking, Customer Service, Social Media, Mutual Funds, IRAs, Securities, Financial Advisory, Asset Allocation, Team Building, 401k, Investment Strategies, Financial Strategies, Retirement Strategies

Education
University of Oregon   1974 — 1979
Bachelor of Science (BS), Marketing & Management

Francois Viljoen, CFA Francois Viljoen, CFA Los Angeles, California Details
Francois Viljoen, CFA's Wells Fargo Advisors Experience November 2012 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   November 2012 - Present
Morgan Stanley Smith Barney  October 2007 - November 2012
USA Rugby  September 2007 - July 2012
The Capital Group Companies  October 2005 - August 2007
USA Rugby  2003 - 2007
The Mason Companies  April 2003 - August 2005

Skills
Investments, Mutual Funds, Hedge Funds, Private Equity, Strategic Planning, Management, Alternative Investments, Financial Analysis, Asset Allocation, Financial Modeling, High Net Worth..., Financial Services, Strategic Investment...

Education
University of Pretoria/Universiteit van Pretoria   2000 — 2003
B.Comm, Accounting

Pretoria Boys' High School   1997 — 1999

Sean Laverty Sean Laverty Santa Cruz, California Details
Sean Laverty's Wells Fargo Advisors Experience September 2014 - Present
Job Registered Personal Banker II at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  October 2014 - Present
Wells Fargo Advisors   September 2014 - Present
Wells Fargo  April 2013 - October 2014
New Leaf Community Markets  January 2012 - January 2013

Skills
Personal Banking, Business Banking, Mathematics, Sourcing New Business, Customer Service, Sales, Management, Insurance, Commercial Banking, Credit Cards, Investments, Banking, Relationship Management, Credit, Loans

Education
University of Oregon
Bachelor of Science (B.S.), Applied Mathematics

Shanay Watkins Shanay Watkins Charlotte, North Carolina Details
Shanay Watkins's Wells Fargo Advisors Experience 2011 - 2011
Job Legal Professional
Industry Legal Services
Experience
Hunoval Law  June 2013 - June 2014
Boston National Title Company   December 2012 - May 2013
Rogers Townsend & Thomas, PC   May 2012 - December 2012
US Bank  August 2006 - September 2011
Wells Fargo Advisors   2011 - 2011

Skills
Loss Mitigation, Mortgage Lending, Notary Public, Mortgage Servicing, Foreclosures, Real Estate, Loans, Closings, Mortgage Banking, Title Insurance, Real Estate Transactions, Refinance, Default, Bankruptcy, Commercial Real Estate, REO, Underwriting, Legal Documents, Outlook, Short Sales, Legal Writing, Customer Service

Education
University of Phoenix   2009 — 2013
Associate of Arts (A.A.), Business Administration, Management and Operations

Cole Feldman Cole Feldman San Francisco Bay Area Details
Cole Feldman's Wells Fargo Advisors Experience July 2013 - August 2013
Job Writer at colejfeldman.com
Industry Venture Capital & Private Equity
Experience
Survata  May 2015 - Present
Elite Daily  January 2015 - Present
Student International Business Council (SIBC)   September 2013 - December 2014
Catalyze Ventures   January 2014 - October 2014
University Football Rentals   May 2014 - August 2014
Upgrade Capital  October 2013 - April 2014
Wells Fargo Advisors   July 2013 - August 2013

Skills
Entrepreneurship, Public Speaking, Leadership, Strategy, Market Research, Marketing, Sales, Teamwork, Personal Development, Management, Selling, Social Networking, Social Media, Time Management, Fundraising, Problem Solving, Writing, Blogging, Microsoft Excel, Microsoft Word

Education
University of Notre Dame - Mendoza College of Business   2013 — 2017
Bachelor of Business Administration (BBA), Finance

St. James Academy   2009 — 2013
High School Diploma, College Preparatory

Michael Audi Michael Audi Miami/Fort Lauderdale Area Details
Michael Audi's Wells Fargo Advisors Experience 2008 - 2009
Job Financial Advisor
Industry Financial Services
Experience
Morgan Stanley Smith Barney  October 2009 - March 2011
Wells Fargo Advisors   2008 - 2009
Ameriquest Mortgage Company  2004 - 2005
Top Flight Marketing   2004 - 2004
Matrix Marketing  2002 - 2003

Skills
Investments, Sales, Financial Services, Financial Modeling, Investment Strategies, Marketing, Risk Management, Customer Service, Finance, Managerial Finance

Education
University of Pittsburgh   2006 — 2009
Bachelor of Business Administration, Finance

Pennsylvania State University   1999 — 2003
Bachelor of Arts, Political Science

Lloyd Laughlin Lloyd Laughlin Sewickley, Pennsylvania Details
Lloyd Laughlin's Wells Fargo Advisors Experience February 2008 - Present
Job Vice PresidentInvestments at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors   February 2008 - Present
Smith Barney  2003 - 2008

Skills
Wealth Management

Education
University of Pittsburgh   1979 — 1983
B.S., Business/Finance

Brooke Ruge Brooke Ruge Greater St. Louis Area Details
Brooke Ruge's Wells Fargo Advisors Experience August 2014 - Present
Job Business Implementation Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   August 2014 - Present
Wells Fargo Advisors   April 2011 - August 2014
Mid Country Machinery   December 2007 - October 2010

Skills
Microsoft Office, PowerPoint, Financial Analysis, Public Speaking, Data Analysis, Business Analysis, Microsoft Excel, Problem Solving

Education
University of Northern Iowa   2005 — 2007
B.A, Finance, Real Estate

Drew Goldsmith Drew Goldsmith Deerfield Beach, Florida Details
Drew Goldsmith's Wells Fargo Advisors Experience January 2011 - November 2011
Job Regional Sales Manager at Gold's Gym South Florida
Industry Health, Wellness and Fitness
Experience
Gold's Gym South Florida   February 2015 - Present
Gold's Gym South Florida   December 2014 - February 2015
Gold's Gym South Florida   June 2013 - November 2013
Georgetown Capital   August 2012 - January 2013
Merrill Lynch  November 2011 - July 2012
Wells Fargo Advisors   January 2011 - November 2011
Wharton Business Group   June 2009 - August 2009

Skills
Series 7, Wealth Management, Alternative Investments, Risk Analytics, Portfolio Optimization, Modern Portfolio Theory, Mortgage Banking, Series 63, Series 65, Statistical Data..., Excel Dashboards, Monte Carlo modeling, Private Equity

Education
The Wharton School, University of Pennsylvania   2006 — 2010
BS, Management, Finance

The Benjamin School   2002 — 2006
High School

Dwyer

Gloria Curling Gloria Curling Oakland, California Details
Gloria Curling's Wells Fargo Advisors Experience January 2011 - September 2011
Job Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab  September 2011 - Present
Wells Fargo Advisors   January 2011 - September 2011
Wells Fargo Investments, LLC  July 2005 - January 2011

Education
University of Pennsylvania   1999 — 2003
Bachelor of Arts (B.A.), History and Economics

The Hotchkiss School   1995 — 1999

Oluwatobi Abegunde Oluwatobi Abegunde Greater New York City Area Details
Oluwatobi Abegunde's Wells Fargo Advisors Experience August 2012 - Present
Job Analyst at Times Square Alliance
Industry Investment Management
Experience
Times Square Alliance  September 2013 - Present
Wells Fargo Advisors   August 2012 - Present
Boodell & Domanskis, LLC   May 2012 - August 2012
US Senate - Office of Robert Casey Jr.   June 2011 - July 2011
Summer Institute for the Gifted  July 2010 - August 2010
University of Pennsylvania  January 2009 - May 2010

Skills
Series 7, Research, Financial Services, Microsoft Excel, Sales, Uniform Combined State..., Public Speaking, Equities, Valuation, Data Analysis, Financial Analysis, Series 63, Bloomberg, Financial Modeling, Fixed Income, Event Planning, Insurance, Analysis, Investments, Asset Management, Hedge Funds, Due Diligence, Portfolio Management, Series 66, Adobe Creative Suite, Salesforce.com

Education
University of Pennsylvania   2008 — 2012
Bachelor of Arts, Political Science

Saint Ignatius

David Nielson David Nielson Dallas/Fort Worth Area Details
David Nielson's Wells Fargo Advisors Experience October 2011 - September 2012
Job Account Executive at TelePacific Communications
Industry Information Technology and Services
Experience
TelePacific Communications  January 2015 - Present
LeaseStation  March 2014 - November 2014
CCNS Consulting   September 2012 - February 2014
Wells Fargo Advisors   October 2011 - September 2012
Quality Finance, LLC   November 2008 - June 2011
DHI Mortgage  June 2006 - October 2008
Loan Emporium   April 2000 - June 2006

Education
University of Phoenix   2005 — 2007
Associates, Business

Stan Evans Stan Evans Gallipolis, Ohio Details
Stan Evans's Wells Fargo Advisors Experience 2002 - 2010
Job Evans Wealth Management Registered Investment Advisor..."trusted financial advice since 1981"
Industry Financial Services
Experience
Evans Wealth Management-Gallipolis   March 2012 - Present
Merrill Lynch  May 2010 - February 2012
Wells Fargo Advisors   2002 - 2010
Merrill Lynch  1999 - 2002
Merrill Lynch  1996 - 1999
The Ohio Company  January 1983 - January 1993

Skills
Wealth Management, Personal Financial..., Monte Carlo Simulation, Modern Portfolio Theory, Public Seminars, Retirement Planning, Asset Allocation, Investment Advisory, Retirement, Wealth, Investment Management, Risk Management, Finance, Investments, Strategic Financial..., Financial Advisory, Wealth Accumulation, Portfolio Management, Financial Services, 401k, Management, Leadership, Asset Management, Equities, Financial Planning

Education
University of Phoenix   2004 — 2007
Bachelors, Business Management

Lance Greco Lance Greco Cedar Rapids, Iowa Details
Lance Greco's Wells Fargo Advisors Experience August 2007 - January 2013
Job Associate Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management  January 2013 - Present
Wells Fargo Advisors   August 2007 - January 2013
Northwestern Mutual  May 2005 - August 2007
A. G. Edwards and Sons, Inc.   May 1993 - May 2005

Education
University of Northern Iowa   1979 — 1983
Bachelor of Arts, Public Relations

carolyn willis carolyn willis Chandler, Arizona Details
carolyn willis's Wells Fargo Advisors Experience June 2014 - Present
Job Software Development/Deployment Release Manager at Wells Fargo Advisors
Industry Semiconductors
Experience
Wells Fargo Advisors   June 2014 - Present
Intel Corporation  December 2011 - February 2014
Intel Corporation  January 2010 - December 2011
Intel Corporation  March 2005 - December 2009
Intel  November 2002 - March 2005
Intel Corporation  July 1999 - November 2002
Intel Corporation  August 1996 - July 1999

Skills
Management, Software Development, SDLC, PMP, Product Lifecycle..., Project Management, ITIL, .NET Compact Framework, Cross-functional Team..., PMO, Test Management, Requirements Analysis, Leading Diverse Teams, Process Improvement, Agile Methodologies, Cloud Computing, Legal IT Risk and..., IT Strategy, Scrum, CMMI, SaaS, Systems Analysis, IT Service Management, Business Analysis, Business Process..., Change Management, Human Factors..., Integration

Education
University of Phoenix   2005 — 2009
BSBM, Business Administration, Management and Operations

Katie Haney Katie Haney Greater St. Louis Area Details
Katie Haney's Wells Fargo Advisors Experience April 1998 - Present
Job Operations Analyst at Wells Fargo Advisors
Industry
Experience
Wells Fargo Advisors   April 1998 - Present

Skills
Fixed Income, Financial Risk, Securities, Process Improvement, Bloomberg, Middle Office, Trading, Analysis, Registered Notary in...

Education
University of Phoenix   2013 — 2017
Bachelor in Science, Business Management

Betty Keaton Betty Keaton Greater St. Louis Area Details
Betty Keaton's Wells Fargo Advisors Experience April 2012 - October 2013
Job Budget Administrator/Finance & Accounting
Industry Banking
Experience
Wells Fargo Advisors   April 2012 - October 2013
Wells Fargo Advisors   December 2010 - September 2011
City of Houston - Housing and Community Development Department   July 2008 - July 2010
Federal Reserve Bank of St. Louis  November 1999 - June 2008

Skills
Budgeting, Accounting, Analysis, Banking, Government, General Ledger, Reconciliation, Forecasting, Housing, HUD, Budget Process, Overheads, Cost Variance Analysis, G/L Reconciliations, Year-end Close, Monthly Close, Variance Explanations, Expense Allocation, Hyperion Planning, Info View, SAP ERP, Budgets, Account Reconciliation, Financial Analysis, Financial Modeling, Access, PeopleSoft, Internal Controls, Internal Audit

Education
University of Phoenix   2003 — 2005
BS - Business Management

Carroll High School

Christian Depret-Bixio CFP® CRPC® Christian Depret-Bixio CFP® CRPC® Columbia, South Carolina Details
Christian Depret-Bixio CFP® CRPC®'s Wells Fargo Advisors Experience October 2014 - Present
Job VP Financial Advisor at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Advisors   October 2014 - Present
Merrill Lynch  May 2004 - October 2014
Bank of America  January 2002 - May 2004
Credit Suisse  January 2000 - December 2001

Skills
French American..., Asset Allocation, Portfolio Management, Estate Planning, Retirement Planning, Estate Tax Planning

Education
Université Panthéon Sorbonne (Paris I) / IAE Paris   1991 — 1992
DESS - MBA, Business Administration and Management, General

James Marino James Marino Greater New York City Area Details
James Marino's Wells Fargo Advisors Experience January 1989 - Present
Job Managing Director Investments at Wells Fargo Advisors, LLC
Industry
Experience
Wells Fargo Advisors   January 1989 - Present

Education
University of Pennsylvania - The Wharton School   1976 — 1980
Bachelor of Science (BS) ECONOMICS, Insurance

ELMONT MEMORIAL HIGH SCHOOL

Bailey Williams Bailey Williams United States Details
Bailey Williams's Wells Fargo Advisors Experience December 2004 - Present
Job Technical Service Specialist at Wells Fargo Advisors
Industry
Experience
Wells Fargo Advisors   December 2004 - Present

Education
University of Phoenix   1999 — 2001
BSIT, Information Technology

Sanford Brown University   1997 — 1999
Associate, Computer Programming, Internet Programming

Stephen Hatcher Stephen Hatcher Scottsdale, Arizona Details
Stephen Hatcher's Wells Fargo Advisors Experience February 2009 - Present
Job SVP Investment Officer
Industry Financial Services
Experience
Wells Fargo Advisors   February 2009 - Present
UBS Wealth Management  September 1999 - February 2009
University of Phoenix  June 1995 - August 2007
School of Financial Planning   March 2000 - September 2000
Merrill Lynch  April 1993 - September 1999
Boeing Military   May 1986 - March 1992
Bell Helicopter  April 1984 - April 1986
Lockheed Martin  January 1980 - April 1984

Skills
Asset Allocation, Investment Strategies, Retirement Planning, Mutual Funds, Securities, Investments, Financial Advisory, Fixed Income, Equities, Bonds, Options, Financial Services, Capital Markets, Retirement, IRAs, 401k, Estate Investment..., Investment Planning, Risk Management, Strategic Planning, Tax Efficient Strategies, Wealth Planning...

Education
Arizona State University   1977 — 1979
BSME, Mechanical Engineering

University of Phoenix   1992 — 1995
Master of Business Administration (MBA), Corporate Finance

Brad Sears Brad Sears Raleigh, North Carolina Details
Brad Sears's Wells Fargo Advisors Experience January 2008 - January 2012
Job Regional Brokerage Manager for Wells Fargo Advisors in the Triangle & Eastern NC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  February 2012 - Present
Wells Fargo Advisors   January 2008 - January 2012

Skills
Financial Advisory, Mutual Funds, Public Relations, Retirement Planning, Asset Allocation, Investments

Education
University of Pennsylvania
BA

Hershey High School

Udai Shah Udai Shah Greater St. Louis Area Details
Udai Shah's Wells Fargo Advisors Experience September 2013 - Present
Job International Accountant Specialist at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   September 2013 - Present
Professional Employment Group  October 2012 - March 2013
Premier Knowledge Solutions  2012 - 2013
Kelly Financial Resources  February 2008 - August 2010
US Bank  2008 - 2009
Western Union  February 2008 - August 2008
Citigroup  May 2000 - November 2007
GE Capital Mortgage Services  1994 - 2000

Skills
Microsoft Excel, Six Sigma, Access, Management, MS Project, Project Planning, PowerPoint, Account Reconciliation, Internal Audit, Process Improvement, Accounting, Microsoft Office, Accounting Applications, Operations Management, Operational Streamlining, Financial Accounting, Account Management, Procedure Development, Procedure Manuals, Cost Minimization, Automated Processes, Mergers & Acquisitions, Bank Mergers, Finance, Financial Reporting, Office Management, Sarbanes-Oxley Act, Internal Controls

Education
University of Oklahoma - Price College of Business   1986 — 1990
BBA, Accounting, Marketing and MIS

Premier Knowledge Solutions

University of Bombay
Bachelor of Commerce (B.Com.), Accounitng, Auditing, Economic and Statistics

Adam Kornegay Adam Kornegay Knoxville, Tennessee Details
Adam Kornegay's Wells Fargo Advisors Experience February 2007 - October 2009
Job Consultant to Financial Advisors and Financial Services Firms
Industry Financial Services
Experience
Pathfinder Strategic Solutions   October 2009 - Present
Financial Planning Association (FPA)   2015 - Present
Wells Fargo Advisors   February 2007 - October 2009
Experian-Scorex  March 2001 - February 2007
Experian  September 2000 - March 2001
Experian  July 1997 - September 2000
Experian  July 1996 - July 1997

Skills
Business Strategy, Data Analysis, Business Planning, Series 7, Series 66, Credit Scoring, Investments, Wealth Management, Investment Advisory, Analytics, Strategic Financial..., Portfolio Management, Risk Management, Financial Services

Education
University of Pennsylvania - The Wharton School   1992 — 1996
BS, Economics/Marketing

Jamie Ling Jamie Ling Dayton, Ohio Area Details
Jamie Ling's Wells Fargo Advisors Experience March 2013 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors   March 2013 - Present
Dayton Bombers professional hockey team   September 2004 - September 2013
Morgan Stanley Smith Barney  November 2007 - March 2013
UBS Wealth Management  October 2004 - November 2007
Various AHL, IHL, and ECHL teams   October 1996 - May 2003

Skills
Investments, Asset Allocation, Financial Services, 401k, Retirement, Investment Strategies, Insurance, Life Insurance, Investment Planning

Education
University of Notre Dame   1992 — 1996
Bachelor of Arts

David Shale-McCartney David Shale-McCartney Tucson, Arizona Area Details
David Shale-McCartney's Wells Fargo Advisors Experience January 1998 - Present
Job Managing Director of Investments Wells Fargo Advisors & Explorer at Quinault Adventure
Industry Investment Management
Experience
Quinault Adventure   January 2000 - Present
Wells Fargo Advisors   January 1998 - Present
Home Depot  January 1995 - January 1998

Education
University of Phoenix   1999 — 2002
Business Management, Business Management

David Mink David Mink Charlotte, North Carolina Details
David Mink's Wells Fargo Advisors Experience June 2010 - August 2014
Job VPHead of Broker/Dealer Operations, MetLife Securities
Industry Investment Management
Experience
MetLife  August 2014 - Present
Wells Fargo Advisors   June 2010 - August 2014
Wells Fargo Advisors   January 2007 - June 2010
Wells Fargo Advisors   January 2003 - January 2007

Skills
Series 7, Securities, Risk Management, Financial Services, Mutual Funds, AML, Asset Allocation, Asset Management, Asset Managment, Back Office, Brokerage, Equities, Financial Advisory, Fixed Income, Investments, Leadership, Portfolio Management, Wealth Management, Series 63, Relationship Management, Alternative Investments, Series 24, Financial Risk, Trading, Investment Advisory, Finance, Investment Management, Middle Office, Cash Management

Education
Wharton Business School   2011 — 2013
2013 Graduate - Securities Industry Institute, Investments and Securities

David Stumpf, CFA David Stumpf, CFA Greater St. Louis Area Details
David Stumpf, CFA's Wells Fargo Advisors Experience February 2012 - Present
Job Director of Client Insight and Analytics at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   February 2012 - Present
Wells Fargo Advisors, LLC  February 2008 - March 2012
A.G. Edwards   June 1996 - November 2007
A.G. Edwards & Sons, Inc   1996 - 2007
Wheat First Butcher and Singer   September 1988 - May 1996
Federal Reserve Bank of Richmond  August 1986 - June 1988

Skills
Financial Modeling, Portfolio Management, Mutual Funds, Asset Managment, Alternative Investments, Valuation, Hedge Funds, Capital Markets, Bloomberg, Financial Analysis, Fixed Income, Investment Strategies, Asset Allocation, Equity Valuation, Investment Management

Education
University of Notre Dame   1982 — 1986
Bachelor of Business Administration (BBA), Finance, General

Rob Tappmeyer Rob Tappmeyer Greater St. Louis Area Details
Rob Tappmeyer's Wells Fargo Advisors Experience July 2014 - Present
Job PC/Lan Analyst at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo Advisors   July 2014 - Present
Wells Fargo Advisors   March 2013 - July 2014
Express Scripts  January 2012 - February 2013
Adaptive Solutions Group  November 2011 - December 2011
Application Design Group, Inc. (ADG)   September 2011 - September 2011
Wells Fargo  August 2009 - April 2011
Wachovia  January 2009 - September 2009
A.G. Edwards   October 2004 - January 2009
Citi  October 2002 - October 2004
Health Partners of Midwest   1997 - 2001

Skills
Active Directory, Disaster Recovery, Citrix, Servers, Visio, Data Center, SharePoint, VMware, SDLC, SCCM, Business Analysis, System Administration, ITIL, Virtualization, Vendor Management

Education
University of Phoenix   2010 — 2012
Bachelor of Science (BS), Information Technology

University of Phoenix   2008 — 2010
AAIT, Information Technology

Christopher Holzmacher Christopher Holzmacher Richmond, Virginia Area Details
Christopher Holzmacher's Wells Fargo Advisors Experience October 2008 - February 2012
Job IT Specialist at WTVR TV
Industry Media Production
Experience
WTVR -TV  2012 - Present
Wells Fargo Advisors   October 2008 - February 2012
Northrop Grumman Information Systems  2006 - 2008

Skills
Security, Customer Service

Education
University of Richmond   1987 — 1991

Chaminade High School

Terry Copeland Terry Copeland Glen Carbon, Illinois Details
Terry Copeland's Wells Fargo Advisors Experience December 2012 - December 2013
Job PC/LAN Analyst at Wells Fargo Advisors
Industry Computer & Network Security
Experience
Wells Fargo Advisors   December 2012 - December 2013
Essence Healthcare  April 2012 - October 2012
Citigroup  April 2009 - October 2011
Washington University School of Medicine  January 2008 - February 2009

Skills
Troubleshooting, Active Directory, Windows 7, Customer Service, Windows XP Professional, Data Migration, Software Installation, Team Leadership

Education
University of Phoenix   2002 — 2006
BSIT, Information Technology

Eric Wasserman Eric Wasserman Mammoth Lakes, California Details
Eric Wasserman's Wells Fargo Advisors Experience September 2014 - Present
Job Senior Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   September 2014 - Present
Edward Jones  September 2003 - September 2014

Skills
401k Rollovers, Budgets, Customer Service, Financial Analysis, Financial Modeling, Investments, Leadership, Microsoft Excel, Managerial Finance, Portfolio Management, Microsoft Office, Process Improvement, Public Speaking, Retirement Planning, Risk Management, Saving for Education, Series 7, Strategic Planning, Valuation, Financial Planning, Wealth Management, Finance, Mutual Funds, Event Management, Asset Management, Insurance, Retirement, Life Insurance, Equities, Financial Services

Education
University of Pittsburgh   1989 — 1994
Bachelor of Arts (B.A.), Business/Behavioral Neuroscience/Healthcare

Alejandro Collins Alejandro Collins Greater San Diego Area Details
Alejandro Collins's Wells Fargo Advisors Experience December 2011 - January 2013
Job Mortgage Consultant at American Financial Network Inc.
Industry Financial Services
Experience
American Financial Network Inc.  January 2014 - Present
Wells Fargo Advisors   December 2011 - January 2013
Wells Fargo Home Mortgage  November 2011 - January 2013
Ocean Mortgage   January 1999 - September 2006

Skills
Mortgage Lending, Loans, Sellers, Loan Origination, Mortgage Banking, Refinance, Credit, FHA, Residential Mortgages, Credit Analysis, VA loans, Consumer Lending, Sales, First Time Home Buyers, Underwriting, FHA financing, Credit Risk, Finance, Real Estate, USDA, Reverse Mortgages, Government Loans, Lines Of Credit, Sales Management, Mortgage Underwriting, Home Equity Loans

Education
University of Phoenix   2008 — 2011
Busienss Management, Management

University of Phoenix   2008 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.22

Lara Tyree Lara Tyree Dallas/Fort Worth Area Details
Lara Tyree's Wells Fargo Advisors Experience February 2012 - Present
Job Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   February 2012 - Present
Merrill Lynch  July 1993 - February 2009

Skills
Customer Service, Employee Benefits, Recruiting, PowerPoint, Microsoft Word, Human Resources, Process Improvement, Microsoft Office, Budgets, Performance Management, Employee Relations, Social Media, Mutual Funds

Education
University of Northern Colorado   1986 — 1992
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Kirk Green Kirk Green Greater Salt Lake City Area Details
Kirk Green's Wells Fargo Advisors Experience December 2010 - Present
Job Investment Sales Representative
Industry Financial Services
Experience
Wells Fargo Advisors   December 2010 - Present
E*TRADE Financial  April 2009 - December 2010

Education
University of Phoenix   2006 — 2011
Bachelor's degree, Accounting, 3.83

Christopher L. Hudson, CIMA Christopher L. Hudson, CIMA Fairfax, Virginia Details
Christopher L. Hudson, CIMA's Wells Fargo Advisors Experience October 1997 - March 2006
Job Financial Planning & Investment Management Professional
Industry Investment Management
Experience
Christopher L. Hudson Consulting, LLC   August 2014 - Present
Morgan Stanley  March 2013 - July 2014
Merrill Lynch  March 2006 - March 2013
Wells Fargo Advisors   October 1997 - March 2006
Smith Barney, Inc.   April 1995 - November 1997
PNC  May 1994 - April 1995

Skills
Retirement Planning, Investment Strategies, Portfolio Management, Asset Allocation, Investments, Strategic Financial..., Pensions, Series 7, Concentrated Stock..., Employee Stock Options, Qualified Retirement..., Equities, Financial Planning, Retirement, Rule 144 Restricted..., Cash Flow Forecasting, Hedge Funds, Options, 401k Rollovers, Fixed Income, Alternative Investments, Structured Products, Series 63

Education
Wharton School of Business; University of Pennsylvania   2007 — 2008
Certified Investment Management Analyst Program

University of Pennsylvania - The Wharton School

Nikhil Deokule Nikhil Deokule Richmond, Virginia Area Details
Nikhil Deokule's Wells Fargo Advisors Experience August 2013 - Present
Job Technology Lead Infosys US at Wells Fargo Advisors
Industry Computer Software
Experience
Wells Fargo Advisors   August 2013 - Present
Infosys  May 2008 - Present
Infosys Technologies Ltd, Pune DC   2008 - Present
First Data Corporation  August 2011 - August 2013
Zensar Technologies  April 2005 - April 2008
Marks and Spencer  2005 - 2006
Activelement Software Pvt. Ltd.   August 2004 - March 2005

Skills
PL/SQL, SharePoint, WCF, Web Services, SQL, Oracle, SDLC, SOA, C#, ADO.NET, JavaScript, SSRS, Software Development, Unix, jQuery, Requirements Gathering, Web Development, Team Management, Software Design, HP Quality Center, Anthill, Project Estimation

Education
University of Pune   2002 — 2004
Master's Degree, Computer Science

N.M.V. High school, Pune   1994 — 1996
SSC

Duane Blake, Network+, MCP Duane Blake, Network+, MCP Richmond, Virginia Area Details
Duane Blake, Network+, MCP's Wells Fargo Advisors Experience December 2014 - Present
Job Systems Support Analyst at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors   December 2014 - Present
Wells Fargo Advisors   December 2013 - December 2014
Wells Fargo Advisors   May 2010 - December 2013
Wells Fargo Advisors, LLC  September 2006 - May 2010
Wells Fargo Advisors   June 2008 - January 2009
Wachovia Securities, LLC  June 2004 - September 2006
Capital one  2001 - 2004
Capital One  1999 - 2001

Skills
Incident Management, Production Support, System Monitoring, Splunk, Servers, HP Business..., Dell OpenManage, Technical Support, Software Documentation, Software Installation, Process Improvement, Peregrine, ILO, LAN-WAN, VPN, Microsoft Certified..., Cisco Technologies, Windows 7, Remote Desktop, Quality Center, CompTIA A+ Certification, Market Data, Desktop Application..., Microsoft..., Business Systems..., Rumba, ThomsonOne, Hyper-V

Education
University of Phoenix   2013 — 2014
Associate's Degree

Virginia Commonwealth University   1999 — 2001

Tamara Durham Tamara Durham Charlotte, North Carolina Area Details
Tamara Durham's Wells Fargo Advisors Experience January 2012 - Present
Job Banking Professional
Industry Banking
Experience
Wells Fargo Advisors   January 2012 - Present
Randstad, Contractor with Wells Fargo Advisors   2010 - 2012
Wells Fargo Advisors   2006 - May 2009
Wells Fargo Advisors   2004 - 2006
Wells Fargo Advisors   2001 - 2004
First Union National Bank  1997 - 2001

Education
University of Phoenix   2010 — 2014
Bachelors of Science, Business Management

University of Phoenix   2010 — 2014
Bachelor of Science (B.S.), Business Administration, Management and Operations

Jonathan Schnose Jonathan Schnose Greater St. Louis Area Details
Jonathan Schnose's Wells Fargo Advisors Experience April 2014 - Present
Job Operations Analyst at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   April 2014 - Present
Executive Financial Group  February 2012 - March 2014
Realty Exchange  August 2009 - September 2010
GE Money  October 2007 - October 2008

Skills
Real Estate, Negotiation, Forecasting, Loans, Strategic Planning, Credit, Financial Analysis

Education
Washington University in St. Louis   2009 — 2011
MBA, Finance

University of Phoenix   2006 — 2008
Bachelor of Science (BS), Business Management

Shawn Bellman Shawn Bellman Greater St. Louis Area Details
Shawn Bellman's Wells Fargo Advisors Experience September 2009 - March 2011
Job Web Developer
Industry Information Technology and Services
Experience
Wiese USA  May 2012 - Present
Propper International  March 2011 - May 2012
Wells Fargo Advisors   September 2009 - March 2011
Delta Dental of Missouri  November 2004 - March 2009
William Byrne and Associates   February 2003 - November 2004
SyllogisTeks  October 2001 - February 2003
CoreExpress  June 2000 - September 2001
G. A. Sullivan   May 1997 - June 2000
Information Engineering Inc   April 1996 - May 1997

Skills
Microsoft SQL Server, Databases, SQL, Software Development, ASP.NET, XML, ASP, Web Applications, SharePoint, IIS, Visual Basic, Web Development, Integration, JavaScript, Database Design, Oracle, MySQL, HTML, C#, T-SQL, Web Services, Architectures, PHP, Java, Object Oriented Design, DB2, Access, Requirements Gathering, Troubleshooting, .NET, VB.NET, Visual Studio, Requirements Analysis, Business Intelligence, Unix, C, Project Planning, Front-end, AJAX, Data Warehousing, Microsoft Dynamics AX, X++

Education
University of Phoenix   2005 — 2006
MIS, Business, Information Systems

University of Phoenix   1997 — 2000
BSB-IS, Business

Danielle Covely Danielle Covely Reading, Pennsylvania Area Details
Danielle Covely's Wells Fargo Advisors Experience May 2010 - July 2010
Job Staff Accountant at Baker Tilly
Industry Accounting
Experience
Baker Tilly  October 2014 - Present
ParenteBeard  September 2013 - October 2014
Parente Beard LLC   January 2013 - April 2013
SEI Investments  August 2011 - December 2012
Rita's Italian Ice  July 2004 - August 2012
Wells Fargo Advisors   May 2010 - July 2010

Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Customer Service, Credit, Accounting, Financial Modeling, Microsoft Word, PowerPoint, Sales, Event Planning, Market Research

Education
University of Pittsburgh   2007 — 2011
Bachelor of Science, Accounting

College of Business Administration
Bachelors of Science, Business Administration; Accounting

Benjamin Elberg Benjamin Elberg Greater New York City Area Details
Benjamin Elberg's Wells Fargo Advisors Experience September 2010 - January 2011
Job Account Executive at OwnerIQ
Industry Marketing and Advertising
Experience
OwnerIQ  May 2015 - Present
USA TODAY Sports Media Group  December 2013 - April 2015
Spero Media  September 2012 - December 2013
GroupM  May 2011 - August 2012
Wells Fargo Advisors   September 2010 - January 2011

Skills
Media Planning, Integrated Marketing, Media Buying, Social Media, Digital Media, Digital Marketing, Online Advertising, Media Strategy, Social Media Marketing, Facebook, Email Marketing, Advertising, Mobile Marketing, Interactive Marketing, Advertising Sales, Marketing Communications, Online Marketing, SEM, Mobile Strategy, Digital Strategy, PowerPoint, Account Management

Education
University of Richmond   2006 — 2010
BA, Political Science

Kevin Michalowski Kevin Michalowski Greater Milwaukee Area Details
Kevin Michalowski's Wells Fargo Advisors Experience October 2012 - Present
Job Business Systems Consultant at Wells Fargo Advisors
Industry Investment Management
Experience
Wells Fargo Advisors   October 2012 - Present
Patch.com  July 2011 - Present
UltimateSportsTalk.com   April 2011 - Present
Robert Half Technology  October 2011 - July 2012
Advanced Pain Management  January 2009 - October 2011
Vestica Healthcare  August 2003 - November 2008
Oncontact Software  1997 - 2003
EVCOR  1995 - 1998

Skills
Business Analysis, Web Development, SharePoint, Team Building, Team Leadership, Microsoft SQL Server, Microsoft Excel, SQL, Customer Service, HTML, Microsoft Office, NextGen, Visio, Blogging, CRM

Education
University of Phoenix   1998 — 2003
Bachelor of Business Administration (B.B.A.), E-Commerce/Electronic Commerce, 3.89

Nicolet High School   1985 — 1989
Diploma

St. Monicas

Phillip Levine Phillip Levine San Francisco Bay Area Details
Phillip Levine's Wells Fargo Advisors Experience May 2010 - August 2010
Job Head of Business at Tachyus
Industry Oil & Energy
Experience
Tachyus  June 2014 - Present
Bain & Company  September 2012 - June 2014
Bain & Company  June 2011 - September 2011
Wells Fargo Advisors   May 2010 - August 2010
Express Scripts  May 2009 - August 2009

Skills
Business Development, Strategic Planning, Management Consulting, Financial Modeling, Customer Segmentation..., Valuation, Market Research, Cost Accounting, Start-ups, International Aid, Software Deployment, Strategy

Education
University of Pennsylvania   2008 — 2012
Bachelors of Science of Economics, Management, Finance, Urban Studies, Summa Cum Laude

Clayton High School   2004 — 2008

Arthur Gravanis, CLU, JD, LL.M Arthur Gravanis, CLU, JD, LL.M Greater New York City Area Details
Arthur Gravanis, CLU, JD, LL.M's Wells Fargo Advisors Experience January 2011 - Present
Job VPWealth Insurance Specialist, Wells Fargo Advisors LLC
Industry Insurance
Experience
Wells Fargo Advisors   January 2011 - Present
CAPITAS Financial, LLC   April 2009 - January 2011
Hartford Life  April 2008 - April 2009
A.G. Edwards   June 1999 - April 2008

Education
Boston University Law School Graduate Tax Program   1995 — 1996
LL.M in Taxation, Tax Law/Taxation

Temple University Law School   1989 — 1992
Law

University of Pennsylvania   1985 — 1989
Bachelor of Arts (BA), Liberal Arts and Sciences, General Studies and Humanities

Bill Signorelli Bill Signorelli Norwell, Massachusetts Details
Bill Signorelli's Wells Fargo Advisors Experience August 1988 - Present
Job Managing Director Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   August 1988 - Present

Skills
Investments, Finance, Financial Analysis, Risk Management, Portfolio Management, Insurance, Financial Services, Customer Service, Retirement Planning, Wealth Management

Education
University of Notre Dame   1973 — 1977
Bachelor of Science (BS), Business Administration

Ken Brasted Ken Brasted Wichita, Kansas Area Details
Ken Brasted's Wells Fargo Advisors Experience January 2005 - January 2009
Job Independent Financial Services Professional
Industry Financial Services
Experience
Wells Fargo Advisors   January 2005 - January 2009
UBS Wealth Management  January 2008 - August 2008

Education
University of Pennsylvania - The Wharton School   1960 — 1962
MBA, Finance

Dartmouth College   1953 — 1957
BA, Ecnomics

Naomi Vereb Naomi Vereb Baltimore, Maryland Area Details
Naomi Vereb's Wells Fargo Advisors Experience March 2006 - October 2009
Job Operations/marketing professional
Industry Financial Services
Experience
Insphere Insurance Solutions  January 2013 - Present
World Financial Group (WFG)   January 2010 - January 2013
Wells Fargo Advisors   March 2006 - October 2009
UBS  March 2001 - March 2006

Skills
Retirement Planning, Insurance, Fixed Annuities, Life Insurance, Disability Insurance, Retirement, Term Life Insurance

Education
University of Phoenix   2011 — 2014
Bachelor's degree, Business, Management, Marketing, and Related Support Services, Currentl GPA 3.33

Ocean County College, Toms River NJ   1993 — 1995
Associate's Degree, Business Administration

Nav Raheja Nav Raheja Fairfax, Virginia Details
Nav Raheja's Wells Fargo Advisors Experience August 2011 - July 2012
Job .
Industry Financial Services
Experience
Wells Fargo Home Mortgage  July 2012 - Present
Wells Fargo Advisors   August 2011 - July 2012
Sandy Spring Bank  June 2010 - July 2011

Education
University of Phoenix   2012 — 2019
BUSINESS MANAGEMENT, BUSINESS

Ryan Luehring Ryan Luehring West Des Moines, Iowa Details
Ryan Luehring's Wells Fargo Advisors Experience September 2012 - Present
Job Home Mortgage Consultant at Wells Fargo Advisors
Industry Real Estate
Experience
Wells Fargo Advisors   September 2012 - Present
Midland Loan Services  January 2010 - August 2010

Skills
Mortgage Lending

Education
University of Northern Iowa   2007 — 2012
BA, Finance, General

University of Northern Iowa   2007 — 2012
Bachelor of Arts (B.A.), Real Estate

Barbara Robertson Barbara Robertson Las Vegas, Nevada Details
Barbara Robertson's Wells Fargo Advisors Experience January 2008 - January 2012
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2012 - Present
Wells Fargo Advisors   January 2008 - January 2012
Edward Jones  July 2003 - January 2008

Skills
CA Ins Lic. # 0C51964

Education
University of Phoenix   1992 — 1994
Bachelor of Science (BS), Business Administration

Merv Arnold-Lyons Merv Arnold-Lyons Philadelphia, Pennsylvania Details
Merv Arnold-Lyons's Wells Fargo Advisors Experience June 2012 - August 2012
Job CEO at Hangify
Industry Internet
Experience
Hangify Inc.   March 2013 - Present
Rodin College House  August 2014 - Present
University of Pennsylvania  August 2012 - May 2013
Wells Fargo Advisors   June 2012 - August 2012

Skills
Wordpress, OS X, CSS, HTML 5, Facebook, HTML, CSS3, Mac, Product Development, User Experience, User Interface Design, Project Management, Project Planning, Team Building, Product Design, Entrepreneurship, Internet Entrepreneur, Creative Strategy, Creative..., Social Media Marketing, Marketing Management, Marketing Strategy, WordPress, PowerPoint, Data Analysis, Marketing, Research, Social Media, Microsoft Office, Java, Public Speaking

Education
University of Pennsylvania   2012 — 2016
Bachelor of Arts (BA), Consumer Psychology

Hempfield High School   2008 — 2012
High School Diploma

Tahirah Hamilton-Turner Tahirah Hamilton-Turner Jacksonville, Florida Details
Tahirah Hamilton-Turner's Wells Fargo Advisors Experience
Job Banker at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  

Skills
Investments, Portfolio Management, Wealth Management, Banking, Equities, Finance, Mutual Funds

Education
University of Phoenix
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services

Scott D. Burns Scott D. Burns Beverly Hills, California Details
Scott D. Burns's Wells Fargo Advisors Experience 2010 - Present
Job Senior Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   2010 - Present
Morgan Stanley  2001 - 2010

Skills
Investments, High Net Worth..., Asset Allocation, Retirement Planning, Mutual Funds, Securities, Alternative Investments, Financial Advisory, Investment Strategies, Retirement, Equities

Education
University of Oregon

Carl Simms Carl Simms Greater New York City Area Details
Carl Simms's Wells Fargo Advisors Experience January 2014 - Present
Job Brokerage Associate at Wells Fargo Advisors
Industry Banking
Experience
Wells Fargo Advisors   January 2014 - Present
Wells Fargo  June 2007 - December 2013

Skills
Banking, Small Business Lending, Mortgage Lending, Personal Finance, Sales Management, Cross Selling, Retail Banking, Written & Oral..., Consumer Lending, Coaching, Team Leadership, Store Operations, Presentations, Sales Presentations, Public Speaking, Investments, Credit, Loans

Education
University of Pennsylvania   1987 — 1991
Bachelor's degree, Psychology

Paul Cortez Paul Cortez Greater Los Angeles Area Details
Paul Cortez's Wells Fargo Advisors Experience December 2004 - June 2012
Job Senior Preferred Banker at First Republic Bank
Industry Financial Services
Experience
First Republic Bank  July 2012 - Present
Wells Fargo  March 2010 - June 2012
Wells Fargo Advisors   December 2004 - June 2012
Wells Fargo  April 2005 - May 2012
Wells Fargo  July 2003 - March 2004

Skills
Business Development, Credit, Finance, Financial Analysis, Loans, Portfolio Management, Retail Banking, Loan Origination, Commercial Banking, Commercial Lending, Mortgage Lending, Banking, Credit Analysis, Management, Risk Management

Education
University of Phoenix
Bachelor of Science (BS), Accounting and Business/Management

Stephen Briley Stephen Briley Park City, Utah Details
Stephen Briley's Wells Fargo Advisors Experience November 2000 - Present
Job Associate Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   November 2000 - Present

Skills
Sales, Leadership

Education
University of Pittsburgh   1960 — 1964
Bachelor of Arts (B.A.), Economics

Joe Pooler Joe Pooler Philadelphia, Pennsylvania Details
Joe Pooler's Wells Fargo Advisors Experience June 2014 - August 2014
Job Student
Industry Financial Services
Experience
Badey, Sloan & DiGenova, P.C.   May 2015 - Present
Wells Fargo Advisors   June 2014 - August 2014
Morgan Stanley Wealth Management  June 2013 - August 2013

Skills
Research, Creative Writing, Academic Writing, Tutoring, Social Media

Education
University of Pennsylvania   2012 — 2016
Bachelor's Degree, Classical Studies

St. Joseph's Preparatory School   2008 — 2012
High School

Jamie Iversen Jamie Iversen Portland, Oregon Details
Jamie Iversen's Wells Fargo Advisors Experience January 2006 - September 2009
Job Associate Client Manager/Defined Contribution Analyst at Milliman
Industry Insurance
Experience
Milliman  October 2011 - Present
Phillips and Company   November 2009 - September 2011
Wells Fargo Advisors   January 2006 - September 2009

Skills
Finance, Microsoft Office, Microsoft Excel, Outlook, Oracle, Internet Explorer, OMNI, Defined Contribution, Invoice Processing, Accounts Payable, Purchasing, 401k Rollovers, Payroll Processing, Managing Accounts, Client Expectations..., Account Reconciliation, Quarterly Reporting, Financial Audits, Employee Training

Education
University of Oregon - Charles H. Lundquist College of Business   2001 — 2005
Bachelor's degree, Finance, General

San Dieguito Academy   1997 — 2001
High School Diploma

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