Wells Fargo Advisors
Industry: Subsidiary
DescriptionWells Fargo Advisors is a subsidiary of Wells Fargo, located in St Louis, Missouri. It is the ninth largest brokerage firm in the United States as of August 17, 2017 with $490 billion retail client assets under management. Headquarters: St. Louis, Missouri, United States Number of employees: 15,000 Advisors Parent organization: Wells Fargo Founded: 4 September 2001 Total assets: 490 billion USD Subsidiaries: Wachovia Securities (Argentina) LLC (Buenos Aires Argentina),
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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
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
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
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
Wells Fargo Advisors
Skills
Investments, PowerPoint, Securities, Wealth Management, Microsoft Word
Education
University of Oregon 2010 — 2013
Bachelor's Degree, Psychology
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
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
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
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
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
Wells Fargo Advisors December 2010 - Present
RBC Wealth Management 1986 - December 2010
Education
University of Pittsburgh
Bachelor's Degree, Finance & Bio Chem
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.)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Wells Fargo Advisors 2011 - Present
Wells Fargo Advisors December 2005 - October 2011
Morgan Keegan 2001 - 2005
Education
University of Northern Colorado
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Wells Fargo Advisors February 2008 - Present
Smith Barney 2003 - 2008
Skills
Wealth Management
Education
University of Pittsburgh 1979 — 1983
B.S., Business/Finance
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Wells Fargo Advisors November 2000 - Present
Skills
Sales, Leadership
Education
University of Pittsburgh 1960 — 1964
Bachelor of Arts (B.A.), Economics
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
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