Wells Fargo Advisors

Industry: Subsidiary

Description

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

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

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

Wells Fargo Advisors Employees

Employee
Years
Job
Industry
Jarrod Hileman Jarrod Hileman Lancaster, South Carolina Details
Jarrod Hileman's Wells Fargo Advisors Experience July 2008 - July 2010
Job Senior Partner at HYC Management Services
Industry Financial Services
Experience
HYC Management Services   January 2012 - Present
HYC Finacial, LLC   February 2011 - Present
House Your Credit   2009 - Present
Wells Fargo Advisors   July 2008 - July 2010

Skills
Financial Analysis, Due Diligence, Financial Modeling, Investments, Venture Capital, Management, Leadership, Mergers & Acquisitions, Corporate Finance, Private Equity, Finance, Sales, Team Building

Education
University of South Carolina-Columbia   2000 — 2003
BS in Economics, Economics and Finance

Andrew Cady Andrew Cady Charlotte, North Carolina Details
Andrew Cady's Wells Fargo Advisors Experience February 2012 - Present
Job Operations Clerk at Wells Fargo Insurance Services
Industry Financial Services
Experience
Wells Fargo Insurance Services  October 2014 - Present
Wells Fargo Advisors   February 2012 - Present
Wells Fargo Advisors   November 2008 - February 2012
WWBT/NBC12 Raycom Media  June 2006 - July 2008

Skills
Microsoft Office, Mutual Funds, Security, Microsoft Word, Finance, Financial Services, MS Excel Pivot Tables, Microsoft Excel, ENPS, Outlook, NewsEdit, Final Cut Pro, Audacity, Separately Managed...

Education
University of South Carolina-Columbia   1998 — 2002
Bachelor of Arts (B.A.), Media Arts

Brent Davenport Brent Davenport Tampa/St. Petersburg, Florida Area Details
Brent Davenport's Wells Fargo Advisors Experience February 2012 - December 2012
Job Personal Banker at Wells Fargo
Industry Higher Education
Experience
Wells Fargo  January 2013 - Present
Wells Fargo Advisors   February 2012 - December 2012
University of South Florida  June 2011 - December 2012
Sears Holdings Corporation  May 2006 - January 2012
Enterprise Holdings Inc.  May 2011 - August 2011

Skills
Microsoft Excel, Financial Analysis, Customer Service, PowerPoint, Budgets, Accounting, Outlook, Microsoft Office, Microsoft Word, Time Management, Financial Reporting, Data Analysis, Public Speaking, Event Planning, Facebook

Education
University of South Florida   2008 — 2013
Bachelor of Arts, Accounting and Finance

University of South Florida   2008 — 2012
Current Student, Finance

Jay Duffy Jay Duffy Scranton, Pennsylvania Area Details
Jay Duffy's Wells Fargo Advisors Experience July 2001 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   July 2001 - Present
Prudential Securities  August 1999 - July 2001
Prudential Retirement Services  1990 - 1999

Skills
Investments, Investment Strategies, Asset Allocation, Insurance, Retirement Planning, 401k Rollovers, Fixed Income Strategies

Education
University of Scranton   1987 — 1989
bs, Accounting

Kings College   1984 — 1987
Accounting

Seton Catholic High School   1980 — 1984

Patrick Lopker Patrick Lopker Westlake Village, California Details
Patrick Lopker's Wells Fargo Advisors Experience July 2010 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   July 2010 - Present
Lilly & Lopker, LLC   2002 - 2010
BizBuyer   2000 - 2001
The Walt Disney Company  1999 - 2000
The Walt Disney Company  1986 - 1999
The Times Mirror Company  July 1979 - August 1986
Coopers & Lybrand CPAs  1977 - 1979

Skills
Investments, Strategic Planning, Retirement Planning, Retirement Plan..., Wealth Accumulation..., Leadership, Risk Management, Strategic Leadership, Nonprofits, Management

Education
University of Southern California   1973 — 1977
BS, Business/Accounting

Kees t'Sas Kees t'Sas Los Angeles, California Details
Kees t'Sas's Wells Fargo Advisors Experience June 2014 - August 2014
Job Financial Analyst Intern at Apple
Industry Investment Banking
Experience
Apple  May 2015 - Present
Wells Fargo Advisors   June 2014 - August 2014
workzones   June 2013 - August 2013
Endless Summer Bar & Grill   May 2013 - August 2013
Longboards Grill   June 2012 - November 2012

Skills
Public Speaking, Management Consulting, Investments, Financial Analysis, Microsoft Excel, PowerPoint, Financial Modeling, Teamwork, Customer Service, Economics, Valuation, Entrepreneurship, Building Relationships, Market Research, Leadership, Finance, Analysis

Education
University of Southern California   2012 — 2016
Bachelor of Business Administration (B.B.A.), Business Administration, Real Estate Development

University of Southern California - Marshall School of Business
Bachelor of Business Administration (B.B.A.)

Veronica Woods, CMFC Veronica Woods, CMFC Charlotte, North Carolina Area Details
Veronica Woods, CMFC's Wells Fargo Advisors Experience May 2010 - June 2013
Job Sr. Development Consultant II at MetLife Premier Client Group (MPCG)
Industry Financial Services
Experience
MetLife, Premier Client Group  March 2014 - Present
MetLife  July 2013 - February 2014
Wells Fargo Advisors   May 2010 - June 2013
Wells Fargo Advisors   2009 - 2010
Principal Financial Group  2006 - 2007
Wachovia, A Wells Fargo Company  2003 - 2006
TIAA-CREF  2000 - 2003

Skills
Series 7, Mutual Funds, Investments, Risk Management, Fixed Annuities, Retirement, Insurance, Public Speaking, Training, Employee Benefits, Relationship Management, Management, 401k, Life Insurance, Financial Advisory, New Business Development, Project Management

Education
University of South Carolina-Columbia   1995 — 2000
Bachelor of Science, Psychology & Business Administration

Camden High School   1991 — 1995

Matt Hulley Matt Hulley Aliso Viejo, California Details
Matt Hulley's Wells Fargo Advisors Experience December 2014 - February 2015
Job Wealth Advisor Intern at marrick wealth
Industry
Experience
marrick wealth   May 2015 - Present
Regal Entertainment Group  April 2011 - August 2015
USC Roski School of Art and Design  October 2014 - May 2015
University of Southern California  September 2013 - May 2015
Wells Fargo Advisors   December 2014 - February 2015

Skills
Microsoft Excel, Teamwork, Time Management, Leadership, Microsoft Word, Microsoft Office, PowerPoint, Customer Service

Education
University of Southern California   2013 — 2016
Bachelor of Science, Business Administration

Chris Swanson Chris Swanson San Francisco Bay Area Details
Chris Swanson's Wells Fargo Advisors Experience April 2011 - August 2011
Job Senior Analyst, Comerica Bank Venture Capital Group
Industry Financial Services
Experience
Comerica Bank  May 2015 - Present
Comerica Bank  July 2014 - May 2015
FastPay  May 2013 - June 2014
Warner Bros. Studios  May 2012 - August 2012
Wells Fargo Advisors   April 2011 - August 2011
Red Bull  April 2010 - December 2010

Skills
Financial Analysis, Credit Analysis, Market Research, Sales, Digital Media, Spanish, Public Speaking, Salesforce.com, Economics, Adobe Creative Suite, Business Development

Education
University of Southern California   2011 — 2013
BA, Economics

Anthony R. Stella Anthony R. Stella Greater Los Angeles Area Details
Anthony R. Stella's Wells Fargo Advisors Experience 2001 - January 2011
Job Senor Vice President at STELLA & STELLA GROUP of Morgan Stanley
Industry Financial Services
Experience
Stella & Stella Financial Group   January 1970 - Present
Wells Fargo Advisors   2001 - January 2011
Pacific Mutual Life   January 1966 - August 1969

Skills
Finance, Series 7, Wealth Management, Series 63, Asset Allocation, Retirement Planning, Mutual Funds, Investments, Insurance, Real Estate, Fixed Income, Alternative Investments, New Business Development, Equities, Portfolio Management, Investment Strategies, Securities, Retirement

Education
University of Southern California   1963 — 1967
B.S., Finance, Investments

California State University-Northridge 62-64   1962 — 1964
Finance, General

Diane Barrera Diane Barrera San Francisco Bay Area Details
Diane Barrera's Wells Fargo Advisors Experience June 2011 - January 2012
Job Audit Senior at KPMG
Industry Accounting
Experience
KPMG US  July 2014 - Present
Rothstein Kass  2012 - June 2014
Wells Fargo Advisors   June 2011 - January 2012
JPMorgan Chase  May 2005 - July 2010

Skills
Sales, Financial Reporting, CRM, Financial Accounting, Auditing, Accounting, Microsoft Excel, Microsoft Office, Bloomberg, Banking, Account Reconciliation, Financial Analysis, Leadership

Education
University of San Francisco   2010 — 2012
B.S., Finance/Accounting

Paul Gibbons Paul Gibbons Greater St. Louis Area Details
Paul Gibbons's Wells Fargo Advisors Experience July 2014 - Present
Job SVP at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors   July 2014 - Present
Kepler Cannon  June 2013 - June 2014
MBO Partners  January 2013 - June 2014
Headstrong  May 2011 - January 2013
Apartofny llc   June 2008 - April 2011
Morgan Stanley  December 2001 - May 2008
Morgan Stanley  December 1998 - December 2001

Skills
Portfolio Management, Vendor Management, Program Management, Order Management, Data Management, Performance Measurement, Trading Systems, Equities, Fixed Income, Asset Managment, Capital Markets, Business Analysis, Financial Services, Asset Management, SDLC, Management Consulting, Outsourcing, Wealth Management, Consulting, Management, Business Development, Business Strategy, Alternative Investments, Strategy, Investment Management

Education
University of South Wales   1985 — 1989
BSc (Hons), Computer Studies

Eddy Gutierrez Eddy Gutierrez San Francisco, California Details
Eddy Gutierrez's Wells Fargo Advisors Experience 2004 - 2005
Job Vice President Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Archdiocese of San Francisco  May 2014 - Present
Merrill Lynch  2009 - Present
Charles Schwab  2005 - 2009
Wells Fargo Advisors   2004 - 2005
Wachovia Securities Financial Network  2001 - 2004
UBS  1999 - 2001
Prudential Financial  1992 - 1999
Lehman Brothers  1990 - 1992

Skills
Series 7, Investment Advisory, Alternative Investments, Securities, Equities, Investments, Strategic Financial..., Risk Management, Wealth Management, Series 63, Business Strategy, Series 65, Investment Strategies, Mutual Funds, 401k Rollovers, 401k, Bonds, Portfolio Management, Investment Management, Asset Management, Trading, Mortgage Lending, Asset Allocation, Due Diligence, Estate Planning, Finance, Mergers & Acquisitions, Strategic Planning, Uniform Combined State..., Wealth Management..., Retirement Planning, ETFs, Financial Advisory, FINRA

Education
Saint Ignatius College Preparatory

University of San Francisco

Stephanie Hafter-Lipford Stephanie Hafter-Lipford Irmo, South Carolina Details
Stephanie Hafter-Lipford's Wells Fargo Advisors Experience November 2013 - Present
Job Brokerage Associate and Personal Banker at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   November 2013 - Present
Wells Fargo  November 2011 - Present
Hertz  November 2009 - August 2011

Skills
Loans, Credit, Banking, Consumer Lending, Credit Analysis, Small Business Lending, Retail Banking, Portfolio Management, Refinance, Wealth Management, Investments, Series 63, Lines Of Credit, Financial Analysis, Cross Selling, Retirement Planning, Mutual Funds, Series 6, Financial Services, Cash Management, Securities

Education
University of South Carolina-Columbia   1999 — 2005
Bachelor of Science (B.S.), Criminal Justice/Political Science

Jason Atkinson Jason Atkinson Myrtle Beach, South Carolina Area Details
Jason Atkinson's Wells Fargo Advisors Experience May 2006 - Present
Job Financial Advisor, First Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   May 2006 - Present

Skills
Retirement Planning, Insurance, Risk Management, Retirement Savings, Financial Advisory, Mutual Funds, Investment Planning, Bonds, 401k Rollovers, Asset Allocation, Estate Investment..., Tax-efficient Strategies, Wealth-preservation..., Fixed-income Strategies, Multi-generational..., Annuities, Investment Strategies, Investments, Relationship Management, Securities

Education
University of South Carolina-Columbia
Masters of Business Administration

Wofford College
BA, Business Economics, Spanish

Donna Smothermon Donna Smothermon Sarasota, Florida Details
Donna Smothermon's Wells Fargo Advisors Experience July 2009 - February 2010
Job Registered Private Client Assistant at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott  April 2012 - Present
Morgan Keegan & Company, Inc.   February 2010 - April 2012
Wells Fargo Advisors   July 2009 - February 2010

Skills
Insurance, Credit, Equity Research, Trading, Finance, Hedge Funds, Loans, Derivatives, Financial Services, Private Equity, Life Insurance, Due Diligence, 401k, Financial Risk, Uniform Combined State...

Education
University of South Florida
Bachelor of Science, Finance

John Anthony Vedovino John Anthony Vedovino Pompton Plains, New Jersey Details
John Anthony Vedovino's Wells Fargo Advisors Experience March 2014 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Marketing and Advertising
Experience
Wells Fargo Advisors   March 2014 - Present
Flaunt Model Managment   January 2009 - Present
HFP Capital Markets LLC  August 2012 - February 2013

Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Statistics, Bloomberg Terminal, Marketing, Project Management, Operations Management, Sales Management, Sales, Series 7, Series 66, Wealth Management, Investments, Retirement Planning, Investment Advisory, Asset Allocation

Education
University of Scranton   2008 — 2012
Bachelor of Science (BS), Finance

Anna Berger Anna Berger Charlotte, North Carolina Details
Anna Berger's Wells Fargo Advisors Experience September 2014 - Present
Job Registered Client Associate at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   September 2014 - Present
Merrill Lynch  January 2014 - September 2014
OppenheimerFunds  June 2013 - October 2013
Merrill Lynch  January 2012 - May 2013
J.Crew  May 2010 - August 2010
Keane Capital Management  June 2008 - August 2009

Skills
Microsoft Word, Microsoft Excel, PowerPoint, Financial Analysis, Marketing, Retail, Sales, Mutual Funds, Market Research, Microsoft Office, Time Management, Investments, Salesforce.com, Series 7, Budgets, Outlook, Customer Service, Business Analysis

Education
University of South Carolina-Columbia   2009 — 2013
Bachelor of Science (B.S.), Finance and Marketing

Shadae Jenkins Shadae Jenkins San Leandro, California Details
Shadae Jenkins's Wells Fargo Advisors Experience October 2012 - Present
Job First Year Law Student, USF School of Law
Industry Higher Education
Experience
Bayview/Hunters Point Community Legal  June 2015 - Present
Wells Fargo Advisors   October 2012 - Present
Vision Community Management  October 2007 - May 2008

Skills
Analitical Skills, Communication, Microsoft Office, Type 30 words per min., Customer Service, PowerPoint, Microsoft Word, Leadership, Microsoft Excel, Public Policy, Public Speaking, Community Development, Social Networking

Education
University of San Francisco   2014 — 2017
Doctor of Law (J.D.), Law

California State University, East Bay   2008 — 2013
Bachelor of Science (B.S.), Political Science, Pre-Law option

John Stackhouse John Stackhouse Columbia, South Carolina Details
John Stackhouse's Wells Fargo Advisors Experience October 2013 - Present
Job Financial Advisor Investments
Industry Financial Services
Experience
Wells Fargo Advisors   October 2013 - Present
Merrill Lynch Wealth Management  May 2011 - October 2013
First South Bank  July 2010 - June 2011
Humana  September 2009 - July 2010
National Bank of South Carolina  June 2005 - September 2009
National Bank of South Carolina  July 2003 - June 2005
Columbia Athletic Club  December 2001 - July 2003
Sixers Camps   January 1996 - January 2001

Skills
401k Rollovers, Portfolio Management, Investments, Mutual Funds, Wealth Management, Finance, Securities, Asset Management, Long-term Care, Equities, Asset Managment, Bonds, Retirement Planning, Fixed Income, Retirement, Cash Management, Life Insurance, Strategic Financial..., Real Estate, Insurance, Annuity, Health, Long Term Care, Settlements, Annuities

Education
Newberry College   1997 — 2001
BS, Sport and Fitness Administration/Management

Synovus Leadership Institute   2003 — 2005

University of South Carolina-Columbia   2006 — 2008
Banking, Banking

Jenson Swofford Jenson Swofford Summerville, South Carolina Details
Jenson Swofford's Wells Fargo Advisors Experience January 2007 - December 2012
Job Branch Manager with SunTrust Bank
Industry Banking
Experience
SunTrust Bank  September 2013 - Present
Allstate Financial Services, LLC  December 2012 - September 2013
Wells Fargo Advisors   January 2007 - December 2012
Alltel Wireless  January 2005 - January 2007

Skills
Banking, Mortgage Lending, Consumer Lending, Small Business Lending, Investments, Relationship Management, Building Relationships, Credit, Credit Management, Credit Scoring, Life Insurance, Small Business, Finance, Lines Of Credit, Loans, Loan Origination, Cross Selling, Home Equity Lines of..., Retail Banking, Financial Services, Series 63, Series 6, Refinance, Deposits, Securities, Private Banking, Credit Cards, IRAs, Wealth, Home Equity Loans, Fixed Annuities, Mutual Funds, Wealth Management

Education
University of South Carolina-Columbia   1992 — 1996
Bachelor of Arts (B.A.), Communication and Media Studies

J. Craig Addison J. Craig Addison Charlotte, North Carolina Area Details
J. Craig Addison's Wells Fargo Advisors Experience April 2009 - August 2011
Job Human Resources LeaderSVP Wells Fargo SecuritiesInvestment Banking & Capital Markets
Industry Financial Services
Experience
Wells Fargo Securities  August 2011 - Present
Wells Fargo Advisors   April 2009 - August 2011
Wachovia  2004 - 2007

Skills
Talent Acquisition, Talent Management, Onboarding, Diversity, Leadership Development, Strategic Planning, Compensation Structure..., Strategic Human...

Education
University of South Carolina-Columbia   1984 — 1988
BS, Marketing

James Wolf James Wolf Charlotte, North Carolina Area Details
James Wolf's Wells Fargo Advisors Experience December 2006 - August 2009
Job Financial Advisor | Senior Portfolio Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch  July 2013 - Present
Morgan Stanley Wealth Management  August 2009 - July 2013
Wells Fargo Advisors   December 2006 - August 2009

Education
University of South Carolina - Darla Moore School of Business   2001 — 2005
Bachelor of Science in Business Administration, Finance, Marketing, Political Science

Joseph Eubanks III Joseph Eubanks III Columbia, South Carolina Details
Joseph Eubanks III's Wells Fargo Advisors Experience January 2014 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   January 2014 - Present
Wells Fargo  October 2012 - December 2013
Wells Fargo  2001 - 2012

Skills
Retirement Planning, Investment Planning, Educational Planning, Financial Services, Asset Allocation, Financial Advisory, Wealth Management, Insurance, Securities, Relationship Management

Education
University of South Carolina - The Moore School of Business   1998 — 2001
Bachelor of Science (B.S.), Business Adminstration - Finance & Management

AJ Puziol AJ Puziol Greater Los Angeles Area Details
AJ Puziol's Wells Fargo Advisors Experience May 2013 - May 2014
Job Assurance Associate at PwC
Industry Accounting
Experience
PwC  September 2014 - Present
Wells Fargo Advisors   May 2013 - May 2014
PwC  June 2012 - August 2012
Merrill Lynch  May 2011 - August 2011

Skills
Microsoft Office, Accounting, Financial Reporting, Financial Accounting, Auditing, Investments, Economics, Portfolio Management, Internal Controls

Education
University of Southern California   2009 — 2013
Bachelor of Science, Business Administration & Accounting

Jay Pulliam Jay Pulliam Columbia, South Carolina Area Details
Jay Pulliam's Wells Fargo Advisors Experience March 1995 - Present
Job Senior Vice President Investments, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   March 1995 - Present

Education
University of South Carolina-Columbia   1975 — 1978
BS, Accounting

Jimmie Lenz Jimmie Lenz Greater St. Louis Area Details
Jimmie Lenz's Wells Fargo Advisors Experience July 2010 - August 2015
Job Director of Technology Risk
Industry Financial Services
Experience
Wells Fargo Wealth, Brokerage, and Retirement   May 2015 - Present
Saint Louis Public Radio   2011 - Present
University of South Carolina Darla Moore School of Business  2012 - Present
Center for Finance and Accounting Research   2015 - Present
Wells Fargo Advisors   July 2010 - August 2015
PriceWaterhouse Coopers  2007 - July 2010
Jefferies  2004 - 2006
Bridge Trading, A Reuters Company   1999 - 2004
The Interstate Group   1994 - 1999
Cantor Fitzgerald  1990 - 1994

Skills
Financial Risk, Banking, Corporate Finance, Capital Markets, Equities, Trading, Credit, Internal Controls, Governance, Operational Risk, Strategic Planning, Risk Management, Portfolio Management, Financial Analysis, Credit Risk

Education
Washington University in St. Louis   2013 — 2017
Doctor of Business Administration (DBA) in Finance, Finance

University of South Carolina-Columbia   1980 — 1982

Richard Beale Richard Beale Charlotte, North Carolina Area Details
Richard Beale's Wells Fargo Advisors Experience February 2011 - June 2011
Job Business Analyst at Wells Fargo Advisors
Industry Banking
Experience
Wells Fargo Advisors   February 2011 - June 2011

Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Customer Service, PowerPoint, Sales, Event Planning, Management

Education
University of South Carolina-Columbia   2005 — 2009
Economics

Jim McHale Jim McHale Saint Louis, Missouri Details
Jim McHale's Wells Fargo Advisors Experience October 2014 - Present
Job Legal and Compliance Executive in the Securities Industry
Industry Financial Services
Experience
Wells Fargo Advisors   October 2014 - Present
E*TRADE Financial  April 2012 - August 2014
Securities Industry and Financial Markets Association  January 2010 - April 2012
E*TRADE Financial  February 2004 - January 2010
Morgan, Lewis & Bockius LLP   August 1999 - January 2004
US Securities and Exchange Commission  1995 - 1999

Skills
Securities Regulation, FINRA, Securities, SEC, Capital Markets, Corporate Governance, Equities, Series 7, Derivatives, AML, Hedge Funds, Series 24, Due Diligence, Mergers, Financial Services, FCPA, Investments, Fraud, Licensing, Mutual Funds, Financial Regulation, OFAC, Alternative Investments, Series 63, Broker-Dealer, Options, Mergers & Acquisitions, USA PATRIOT Act, Risk Management, KYC, Private Equity, Investment Advisers Act

Education
University of South Carolina School of Law   1989 — 1991

Cathy Harris Cathy Harris Tampa, Florida Details
Cathy Harris's Wells Fargo Advisors Experience 2003 - September 2011
Job AVP & Manager at Bank of Tampa, Sunset Park Office
Industry Banking
Experience
Bank of Tampa   September 2011 - Present
Wells Fargo Advisors   2003 - September 2011
First Union National Bank  1997 - 1997
First Union National Bank  1995 - 1997
Bank of America  1989 - 1995
Bank of America  1993 - 1993
Suncoast Schools FCU  1986 - 1988
Coast Federal Savings and Loan Association   1984 - 1987
USF Federal Credit Union  1984 - 1986

Skills
Banking, Commercial Banking, Process Improvement, Retail Banking, Public Speaking, Credit, Relationship Management, Consumer Lending

Education
University of South Florida   1983 — 1986
BS, Business, Marketing

Venice High School

Hannah Granzow Hannah Granzow Charlotte, North Carolina Details
Hannah Granzow's Wells Fargo Advisors Experience July 2014 - December 2014
Job Client Associate at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   July 2014 - December 2014
Pet Essentials   March 2012 - October 2012

Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Leadership, PowerPoint

Education
University of South Carolina-Columbia   2014 — 2018
Bachelor's Degree, International Finance, Sophomore

Matthew Redmond Matthew Redmond Garden City, New York Details
Matthew Redmond's Wells Fargo Advisors Experience July 2014 - August 2014
Job Business Specialist at Kiewit
Industry Financial Services
Experience
Kiewit  May 2015 - Present
Mulcahy's Pub & Concert Hall   2011 - January 2015
Wells Fargo Advisors   July 2014 - August 2014
Advertising Database  December 2013 - January 2014
Ocean Club Inc   July 2011 - August 2013

Skills
Data Analysis, Sales, Microsoft Excel, Public Speaking, Leadership, Microsoft Word, PowerPoint, Finance, Databases, FileMaker, Marketing

Education
University of South Carolina - The Moore School of Business   2012 — 2015
Bachelor of Science (B.S.), Business Administration, Major: Finance, Dual Areas of Expertise: Corporate and Investment

Dominic de Pencier Dominic de Pencier Bakersfield, California Details
Dominic de Pencier's Wells Fargo Advisors Experience June 2011 - December 2011
Job Controller at SPC, LLC
Industry Accounting
Experience
Sullivan Petroleum Co., LLC   June 2015 - Present
Brown Armstrong Accountancy Corporation  February 2013 - May 2015
Wells Fargo Advisors   June 2011 - December 2011
Mission Bank  June 2010 - August 2010

Education
University of San Diego

Molly L. McHugh Molly L. McHugh Los Angeles, California Details
Molly L. McHugh's Wells Fargo Advisors Experience May 2007 - February 2008
Job Capital Advisory at J.P. Morgan
Industry Banking
Experience
J.P. Morgan   2014 - Present
U.S. Trust   February 2008 - November 2013
Merrill Lynch, Pierce, Fenner & Smith Incorporated   2008 - 2013
Bank of America  2008 - 2013
Wells Fargo Advisors   May 2007 - February 2008
Wells Fargo  November 2006 - February 2008

Skills
Strategic Financial..., Real Estate Financing, Mortgage Lending, Credit Negotiations, Secured Financing, Risk Assessment, Investment Properties, Credit Risk, Relationship Management, Mortgage Modification, Refinancings, Mortgage Underwriting, Mortgage Servicing, Real Estate Transactions, Construction Finance, Unsecured Loans, Private Banking, Securities, Securities Lending, Securities License, Trading, Bonds, Equities, Banking Solutions, Financial Structuring, Asset Managment, Wealth Management, Fiduciary Services, Wealth Accumulation..., Wealth Preservation..., Investment Strategies, Investment Management, Asset Management

Education
University of Southern California   2002 — 2006
Bachelor of Arts (B.A.), Political Science

University of Southern California   2002 — 2006
Academic Minor, Marketing & Advertising

Sheldon High School

Katie Phifer, CFP® Katie Phifer, CFP® Beaufort, South Carolina Details
Katie Phifer, CFP®'s Wells Fargo Advisors Experience October 2010 - Present
Job FINANCIAL ADVISOR at WELLS FARGO ADVISORS, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   October 2010 - Present

Skills
Investments, Retirement Planning, Financial Goals, Finance, Mutual Funds, Equities, Bonds, Financial Guidance, Wealth Management, Financial Planners

Education
University of South Carolina - The Moore School of Business   2003 — 2006
Bachelor's Degree, Finance

Beaufort High School

Marcus Miller Marcus Miller Charlotte, North Carolina Details
Marcus Miller's Wells Fargo Advisors Experience February 2013 - August 2013
Job Investment Consultant at Vanguard
Industry Financial Services
Experience
Vanguard  2015 - Present
Vanguard  August 2013 - Present
Wells Fargo Advisors   February 2013 - August 2013
Edward Jones  June 2011 - November 2012
Edward Jones  June 2011 - March 2012
Wells Fargo  July 2010 - July 2011
Converse  June 2009 - August 2009

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Project Management, Project Planning, MS Project, MS Excel Pivot Tables, MS programs, Multi Tasking, Team Leadership, Organizational..., Relationship Management, Building Relationships, Banking Relationships, Human Relationship, Benefits Administration, Sales, Marketing, Strategic Planning, Marketing Strategy, Access

Education
University of South Carolina-Columbia   2007 — 2011
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services

Caleb Mutti Caleb Mutti Greater Boston Area Details
Caleb Mutti's Wells Fargo Advisors Experience May 2011 - February 2012
Job Treasury Analyst Santander Bank
Industry Banking
Experience
Santander Bank, N.A.   January 2015 - Present
J.P. Morgan   June 2012 - January 2015
Wells Fargo Advisors   May 2011 - February 2012
City of Largo  October 2010 - December 2010

Skills
Financial Modeling, Financial Analysis, Access, Training, Data Analysis, Finance, Business Analysis, Bloomberg, Analysis, Excel, Microsoft Excel, VBA, Macros, Risk Management, financial Strategy, Basel III, Product Management, Product Marketing, Project Management

Education
University of South Florida - College of Business Administration   2008 — 2011
B.S., Finance

Robert Shaylor Academy
High School

Christopher Kearon Christopher Kearon Greater Philadelphia Area Details
Christopher Kearon's Wells Fargo Advisors Experience May 1985 - April 2009
Job Financial Advisor | Portfolio Manager | Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney  April 2009 - Present
Wells Fargo Advisors   May 1985 - April 2009
Bear Stearns  August 1984 - May 1985

Education
University of Scranton   1980 — 1984
Bachelor of Science, Business Management

Lynbrook High School   1976 — 1980

Austin Black Austin Black Irvine, California Details
Austin Black's Wells Fargo Advisors Experience September 2010 - February 2011
Job Recent JD/MBA Graduate
Industry Venture Capital & Private Equity
Experience
SendHub  January 2014 - June 2015
Venture Capital Investment Competition   November 2014 - November 2014
Riviera Finance  September 2013 - January 2014
Sagaria Law, P.C.   May 2013 - August 2013
Entrepreneurship Legal Clinic   May 2013 - August 2013
Black & LoBello  May 2012 - August 2012
Wells Fargo Advisors   September 2010 - February 2011
Mesquite Gaming  December 2009 - January 2010
The River - Retail/Clothing   2009 - 2010

Skills
Legal Writing, Finance, Leadership, Microsoft Excel, Management, Research, PowerPoint, Marketing, Microsoft Office, Analysis, Financial Analysis, Public Speaking, Microsoft Word, Due Diligence, Negotiation, Strategic Planning, Nonprofits, Real Estate, Contract Negotiation, Financial Modeling, Investments, Start-ups, Venture Capital, Private Equity, Corporate Development

Education
Santa Clara University - Leavey School of Business   2013 — 2015
Master of Business Administration (MBA), Finance Emphasis

Santa Clara University School of Law   2012 — 2015
Juris Doctor (J.D.), Emery Merit Scholarship

University of San Diego   2008 — 2012
Bachelors of Arts in, Economics and History

Faith Lutheran High School   2004 — 2008

Kathryn Hodge Kathryn Hodge Santa Monica, California Details
Kathryn Hodge's Wells Fargo Advisors Experience May 2011 - July 2013
Job AnalystHealthcare Group at Wells Fargo Capital Finance
Industry Banking
Experience
Wells Fargo Capital Finance  July 2013 - Present
Wells Fargo Advisors   May 2011 - July 2013
UBS Wealth Management  July 2009 - September 2009

Skills
Financial Analysis, Series 63, Asset Managment, Securities, Series 6, Credit Analysis, Investments, Mutual Funds, Syndications, Asset Based Lending, Asset Based Finance, Asset Management

Education
University of Richmond - Robins School of Business
BSBA, Finance and Marketing

Jeff Pfeffer Jeff Pfeffer Charlotte, North Carolina Area Details
Jeff Pfeffer's Wells Fargo Advisors Experience May 2010 - August 2010
Job Small Commercial Underwriter at The Hartford
Industry Insurance
Experience
The Hartford  July 2014 - Present
The Hartford  April 2013 - Present
The Hartford  October 2011 - April 2013
Aberdeen Catery   August 2008 - November 2011
Carolina Insurance and Risk Management Club   August 2010 - May 2011
Alpha Tau Omega Fraternity  January 2009 - May 2011
Wells Fargo Advisors   May 2010 - August 2010
Alpha Tau Omega Fraternity  January 2008 - January 2009

Skills
Microsoft Excel, Investments, Recruiting, Microsoft Word, Time Management, Management, Public Relations, Sales, Budgets, New Business Development, Financial Risk, Microsoft Office, Finance, Advertising, PowerPoint, Marketing

Education
University of South Carolina - Darla Moore School of Business   2007 — 2011
Bachelor of Finance, Insurance & Risk Management

Ryan Hart, CFA, CAIA Ryan Hart, CFA, CAIA Greater San Diego Area Details
Ryan Hart, CFA, CAIA's Wells Fargo Advisors Experience 2008 - 2009
Job Director of Research, CoPortfolio Manager at Coquest Advisors
Industry Investment Management
Experience
Coquest Advisors   2015 - Present
Altegris Advisors   2009 - 2014
Wells Fargo Advisors   2008 - 2009
Meritage Capital, L.P.   2007 - 2008
Franklin Templeton Investments  2002 - 2006

Skills
Alternative Investments, Portfolio Management, Investments, Hedge Funds, Asset Management, Asset Allocation, Due Diligence, Fund Of Funds, Investment Management, Investment Strategies, Mutual Funds, Wealth Management, Investment Research, Manager Selection, Risk Management, Portfolio Optimization, Tactical Asset..., Quantitative Analytics, Business Development, Leadership, Strategic Initiatives, Team Management, Product Development, Thought Leadership, Trading Strategies, Long/Short Equity, Event Driven, Global Macro, Managed Futures

Education
University of San Diego   1998 — 2002
BBA, Finance, Magna Cum Laude

Daniel Casnettie Daniel Casnettie Charlotte, North Carolina Area Details
Daniel Casnettie's Wells Fargo Advisors Experience January 2011 - November 2011
Job Closer at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  July 2014 - Present
Wells Fargo  February 2012 - June 2014
Wells Fargo Advisors   January 2011 - November 2011
LPL Financial  February 2010 - 2010
Merrill Lynch  May 2009 - December 2009
First Command Financial Services  May 2009 - December 2009
Northwestern Mutual  May 2008 - August 2008

Skills
LoanIQ, ClearPar, Syndtrak, Commercial Loan..., Credit, Financial Analysis, Finance, Loans, Marketing, Portfolio Management, Wealth Management, Asset Management, Financial Modeling, Management, Investments, Credit Analysis, Strategic Planning, Customer Service, Leadership

Education
University of South Carolina - The Moore School of Business   2005 — 2009
Bachelor's, Finance, Real Estate

Tyson Eckel Tyson Eckel Greater San Diego Area Details
Tyson Eckel's Wells Fargo Advisors Experience March 2012 - Present
Job Premier Banker at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   March 2012 - Present
First Investors Corporation  June 2009 - March 2012
P.G. Series, Inc   May 2002 - March 2009
Applied Restoration Services   January 2001 - January 2002

Skills
Sales, Team Building, Financial Services, Time Management, Small Business, Asset Allocation, Investments, Customer Service, Accounting, Salesforce.com

Education
University of San Diego   2004 — 2008
Bachelor of Business Administration (BBA), Business Management Science, Finance, Marketing, and Supply Chain Management, 3.2

Chris Tennyson Chris Tennyson Mechanicsville, Maryland Details
Chris Tennyson's Wells Fargo Advisors Experience June 2015 - Present
Job Financial Intern at Wells Fargo Advisors
Industry Financial Services
Experience
Zenetex  July 2015 - Present
Wells Fargo Advisors   June 2015 - Present
Tennyson Custom Builders   May 2014 - July 2015
Kevin's Corner Kafe   March 2011 - August 2014

Skills
Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Management, Public Speaking, Microsoft Excel, Budgets, Research, Teamwork, Social Media, Foreign Military Sales, Security, Government Contracting, International Logistics, Social Networking, Financial Analysis, Time Management, Marketing

Education
University of South Carolina-Columbia   2013 — 2017
Finance, Risk Management and Insurance

Erica Frantz Erica Frantz Minneapolis, Minnesota Details
Erica Frantz's Wells Fargo Advisors Experience April 2008 - August 2011
Job Investment Associate at RBC Wealth Management
Industry Financial Services
Experience
Merrill Lynch  July 2011 - July 2013
Wells Fargo Advisors   April 2008 - August 2011
Wachovia Corporation  June 2007 - April 2008

Skills
Series 7, Investments, Financial Analysis

Education
University of Richmond   2003 — 2007
Bachelor of Science in Business Administration, Marketing

Joshua Starbuck Joshua Starbuck San Francisco, California Details
Joshua Starbuck's Wells Fargo Advisors Experience November 2009 - May 2010
Job Financial Analyst at Salesforce
Industry Computer Software
Experience
Salesforce  April 2015 - Present
UPS  June 2013 - April 2015
FXCM  June 2010 - June 2013
Wells Fargo Advisors   November 2009 - May 2010
University of San Francisco  August 2008 - May 2010
Northwestern Mutual  June 2009 - August 2009

Skills
Investments, Portfolio Management, Finance, Trading, Management, CRM, Asset Management, Financial Services, Equities, Securities, Bloomberg, Customer Service, Financial Analysis, Sales, Microsoft Excel, Access, ERP Software, PowerPoint, Business Intelligence..., Data Warehousing, Financial Modeling, Project Management, Presentations, Relationship Management

Education
University of San Francisco   2006 — 2010
B.S., Finance

Iolani   2002 — 2006
High School

Amy McMahon Amy McMahon New York, New York Details
Amy McMahon's Wells Fargo Advisors Experience July 2011 - August 2011
Job Associate Consultant at IMS Consulting Group
Industry Pharmaceuticals
Experience
IMS Consulting Group  April 2015 - Present
IMS Consulting Group  July 2013 - March 2015
Pfizer  June 2012 - July 2012
Wells Fargo Advisors   July 2011 - August 2011
Ansell Healthcare  May 2010 - July 2010

Skills
Data Analysis, Research, Public Speaking, Marketing Strategy, PowerPoint, Spanish, Microsoft Excel, Social Media, Social Networking, Microsoft Office, Time Management, Economics, Access, Event Planning, Facebook, SPSS, Strategy, Intermediate spoken and..., Microsoft Access

Education
University of Richmond - Robins School of Business   2009 — 2013
BSBA, Economics, Marketing, Spanish, Magna Cum Laude

Vienna University of Economics and Business Administration   2011 — 2011
Economics & Marketing

Andrea Beyer Andrea Beyer Saint Louis, Missouri Details
Andrea Beyer's Wells Fargo Advisors Experience February 2011 - Present
Job Strategy and Channel Development, SVP
Industry Financial Services
Experience
Wells Fargo Advisors   February 2011 - Present
Citi  2009 - 2011
Citi  March 2003 - September 2009
Citi  August 1997 - February 2003

Skills
Mortgage Lending, Residential Mortgages, Banking, Financial Services, Sales Management, Credit, Wealth Management, Risk Management, Product Management, Investments, Portfolio Management, Securities, Loans, Insurance, Relationship Management, Management

Education
University of Scranton   1991 — 1995
Bachelor of Science (B.S.), Business Administration and Management, General

Tom Piazza Tom Piazza Charlotte, North Carolina Details
Tom Piazza's Wells Fargo Advisors Experience August 2014 - Present
Job WFA Regional Supervisor at Wells Fargo Advisors
Industry Accounting
Experience
Wells Fargo Advisors   August 2014 - Present
Wells Fargo Advisors   October 2010 - August 2014
Merrill Lynch  March 2008 - October 2010
E*TRADE Financial Corporation  June 2007 - March 2008

Skills
Finance, Trading, Supervision, Trade Compliance, Mutual Funds, Stocks, Managed Money, General Securities...

Education
University of South Carolina-Columbia   2003 — 2007
Bachelor's Degree, Economics, 2.8

Angela Thames, CFP® Angela Thames, CFP® Columbia, South Carolina Details
Angela Thames, CFP®'s Wells Fargo Advisors Experience January 2014 - December 2014
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
The Ballentine Group of Wells Fargo Advisors   January 2015 - Present
Wells Fargo Advisors   January 2014 - December 2014
Wells Fargo Advisors   August 2007 - December 2013

Skills
asset allocation, securities, annuities, estate planning..., mutual funds, investments, bonds, fixed income strategies, retirement planning, 401k rollovers

Education
University of South Carolina-Columbia   1992 — 1996
Bachelor's of Science in Business Administration, Finance

Jennifer Gee Jennifer Gee San Diego, California Details
Jennifer Gee's Wells Fargo Advisors Experience September 2012 - December 2012
Job Subcontracts Administrator at Northrop Grumman Corporation
Industry Logistics and Supply Chain
Experience
Northrop Grumman Corporation  April 2014 - Present
Institute for Supply Management  October 2013 - December 2013
Williams-Sonoma, Inc.   June 2013 - August 2013
Wells Fargo Advisors   September 2012 - December 2012
Nazareth Ice Oasis   January 2008 - December 2012
Pacific Athletic Club  June 2012 - August 2012
University of San Diego  September 2011 - May 2012

Skills
Time Management, Microsoft Excel, Financial Analysis, Supply Management, Analytical Skills, Customer Service, Leadership, PowerPoint, Microsoft Word, Community Outreach, Event Planning, Fundraising, Close Attention to..., Cpr Certified, Teamwork, Outlook, Supply Chain Management, Inventory Management, Highly detail oriented, Microsoft Office

Education
University of San Diego   2010 — 2014
Bachelor of Business Administration (BBA), Finance and Supply Chain Management, Early Graduate - January 2014

Carlmont High School   2006 — 2010

Richard (Rory) Tarbox, MBA Richard (Rory) Tarbox, MBA Scottsdale, Arizona Details
Richard (Rory) Tarbox, MBA's Wells Fargo Advisors Experience December 2014 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   December 2014 - Present

Skills
Financial Advisory, Investment Planning, Retirement Planning, Wealth Preservation..., Fixed Income Strategies, Risk Management, Portfolio Management, Tax-Efficient..., Fiduciary, 529 Plans, IRAs, Roth IRA, Estate Planning, Higher Education Savings, Life Insurance, Long Term Care Insurance

Education
University of Southern California - Marshall School of Business   2010 — 2013
MBA.PM, Business, 3.7

University of Southern California   2001 — 2005
Bachelor of Arts (B.A.), Global Business/International Relations, 3.4

Brophy College Prep

Jeff Byers Jeff Byers Los Angeles, California Details
Jeff Byers's Wells Fargo Advisors Experience January 2012 - June 2015
Job Advisor, LLBH Private Wealth Management
Industry Financial Services
Experience
LLBH Private Wealth Management LLC  July 2015 - Present
Wells Fargo Advisors   January 2012 - June 2015
Carolina Panthers  September 2011 - March 2014
Denver Broncos  September 2010 - August 2011
CaridianBCT  February 2011 - July 2011

Education
University of Southern California - Marshall School of Business   2007 — 2009
MBA

University of Southern California   2004 — 2009

USC Marshall School of Business   2004 — 2007
Bachelor's degree, Business Administration, Management and Operations

Judy Friedman Judy Friedman San Francisco Bay Area Details
Judy Friedman's Wells Fargo Advisors Experience April 2015 - Present
Job Vice President, Strategic Client Communications and Engagement Consultant WellsTrade Online Brokerage
Industry Financial Services
Experience
Wells Fargo Advisors   April 2015 - Present
Wells Fargo Advisors   August 2007 - April 2015
Wells Fargo Bank  November 1995 - August 2007
J. Friedman Consulting   1986 - 1995
International Playtex  January 1982 - January 1985

Skills
Marketing Strategy, Customer Lifecycle..., Customer Acquisition, Marketing Communications, Product Management, Online Marketing, Product Marketing, Marketing, Strategy, Strategic Planning, Market Research, Management, Product Development, Business Strategy, Business Analysis, CRM, Account Management, Financial Services

Education
New York University Stern School of Business
M.B.A, Marketing

University of Rochester
B.A, Political Science

Milton Boyd Milton Boyd Alameda, California Details
Milton Boyd's Wells Fargo Advisors Experience January 1996 - December 1999
Job Top Producer | East Bay Specialist at Pacific Union
Industry Real Estate
Experience
Pacific Union  January 2014 - Present
Seligman Western Enterprises  May 2001 - May 2003
Wells Fargo Advisors   January 1996 - December 1999

Skills
Sellers, Buyer Representation, Single Family Homes, Relocation, Short Sales, Listings, First Time Home Buyers, Condos, REO, Foreclosures, Investment Properties, Real Estate, New Home Sales, Investors, Referrals, Luxury, Real Estate Transactions, Buyers, Residential Homes, Move Up Buyers

Education
University of San Francisco   1996 — 1999
Bachelor of Science (B.S.), Business Administration

Kevin Goodwin Kevin Goodwin Seattle, Washington Details
Kevin Goodwin's Wells Fargo Advisors Experience May 2011 - August 2011
Job Associate Retention Channel Manager at zulily
Industry Retail
Experience
zulily  December 2014 - Present
zulily  July 2013 - December 2014
USC Marshall School of Business, Major Gifts Team   January 2013 - May 2013
UBS Wealth Management  January 2012 - April 2012
K1 Capital Advisors  September 2011 - December 2011
Wells Fargo Advisors   May 2011 - August 2011
Mercerwood Shore Club  May 2008 - August 2011

Skills
Microsoft Excel, Financial Analysis, Budget Forecasts, Equities, Management, Wealth Management, Market Research, Valuation, Portfolio Management, Investments

Education
University of Southern California - Marshall School of Business   2009 — 2013
Business Administration, Finance

USC

Craig Livengood Craig Livengood Tampa, Florida Details
Craig Livengood's Wells Fargo Advisors Experience January 2013 - Present
Job FAIT at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   January 2013 - Present
Vivint  November 2012 - Present
Avila Golf and Country Club  2010 - 2012

Skills
Sales, Direct Sales, Public Speaking, Negotiation, Retirement Planning, Finance, Investments, Investment Management, Investment Strategies, Time Management, Social Media Marketing, Marketing, Marketing Strategy, Customer Acquisition, Customer Satisfaction, Long-term Customer..., Microsoft Excel, Advertising, Team Leadership, Teamwork, Reference

Education
University of South Florida   2010 — 2014
Bachelor of Science (B.S.), Finance and Financial Management Services

Derrick Wilson Derrick Wilson Charlotte, North Carolina Details
Derrick Wilson's Wells Fargo Advisors Experience October 2006 - December 2013
Job Operations Accountant AVP WellsFargo Securities
Industry Investment Banking
Experience
WellsFargo  December 2013 - Present
Wells Fargo Advisors   October 2006 - December 2013
Wachovia Securities Financial Network  August 2003 - October 2006
Wachovia Securities Capital Markets   May 2001 - October 2003
Securities Operation Specialist Consultants   May 2000 - May 2001
Bank of America  May 1998 - April 2000
Branch Bank and Trust Capital Markets   January 1989 - April 1998

Skills
Brokerage Risk..., Finance, Leadership, Series 7, Series 99, Operational Control, Securities Operations, Security Clearance, Back Office, Mentoring

Education
Villanova University   2007 — 2007
Green Belt, Six Simga

Virginia Union University   1987 — 1990
Sociology, Social Sciences

United State Army Quarter Master School   1987 — 1988
Material Control and Accounting

University of Richmond   1986 — 1986
Sociology, Social Sciences

Brenda Houge Brenda Houge Huron, South Dakota Details
Brenda Houge's Wells Fargo Advisors Experience July 1997 - June 2006
Job USDA NRCS Conservation Easement Program Specialist at USDA / Natural Resources Conservation Service
Industry Government Administration
Experience
USDA / Natural Resources Conservation Service  June 2009 - Present
Ace Realty LLP   June 2006 - Present
Wells Fargo Advisors   July 1997 - June 2006

Skills
Budgets, Contract Negotiation, Customer Service, Financial Analysis, Investments, Historic Preservation, Leadership, Real Estate, Mergers, Management, Licensing, Marketing, Microsoft Excel, Microsoft Office, Negotiation, Outlook, Public Speaking, Strategic Planning, Mortgage Lending, PowerPoint, Project Management, Sales

Education
University of Sioux Falls   2000 — 2005
Business Administration and Management, General

Huron Senior High School   1980 — 1983

Matt Corbitt Matt Corbitt Greater Los Angeles Area Details
Matt Corbitt's Wells Fargo Advisors Experience 2005 - 2006
Job Vice President Consultant at Northern Trust Securities Inc.
Industry Investment Management
Experience
Northern Trust Securities  October 2014 - Present
Wells Fargo Securities  2012 - Present
Wells Fargo Securities  2008 - 2012
Jackson National Life  2006 - 2008
Wells Fargo Advisors   2005 - 2006

Skills
Fixed Income, Financial Modeling, Financial Analysis, Equities, Investments, Credit Analysis, Trading, Capital Markets, Investment Management, Relationship Management, Asset Management, Portfolio Management

Education
UCLA Anderson School of Management   2011 — 2014
MBA, Finance

University of Southern California   2000 — 2004
BA, Political Science & Russian

Moses Bailey Moses Bailey Columbia, South Carolina Details
Moses Bailey's Wells Fargo Advisors Experience May 2012 - Present
Job Banker at Wells Fargo Advisors
Industry Banking
Experience
Wells Fargo Advisors   May 2012 - Present
Self-employed  April 2012 - Present
Wells Fargo Advisors   April 2012 - Present

Skills
Banking, Music Production, Computer Hardware, Photography, Training

Education
University of South Carolina-Columbia   2005 — 2009
Bachelor of Arts (B.A.), Political Science and Government

Bruce Osborne Bruce Osborne La Jolla, California Details
Bruce Osborne's Wells Fargo Advisors Experience Senior Vice President-InvestmentsThe Osborne Smith Wealth Management Group of Wells Fargo Advisors, LLCJanuary 2009 - Present
Job Senior Vice PresidentInvestments at The Osborne Smith Wealth Management Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   Senior Vice President-InvestmentsThe Osborne Smith Wealth Management Group of Wells Fargo Advisors, LLCJanuary 2009 - Present
Morgan Stanley Smith Barney  June 2004 - January 2009
UBS  November 1999 - June 2004

Skills
Series 7, Insurance, Investments, Retirement, Retirement Planning, Financial Services, Risk Management, Financial Planning, Series 63, Finance

Education
University of Southern California   1967 — 1969
Bachelor of Science (BS) and Business Management, Marketing, Economics, and Accounting

Ramon Matos, PMP Ramon Matos, PMP Richmond, Virginia Area Details
Ramon Matos, PMP's Wells Fargo Advisors Experience March 2004 - June 2006
Job Senior Consultant at SingleStone (formerly Dominion Digital)
Industry Management Consulting
Experience
SingleStone (formerly Dominion Digital)   June 2008 - Present
SingleStone (Formerly Dominion Digital)   September 2012 - December 2013
SingleStone (Formerly Dominion Digital)   March 2012 - September 2012
SingleStone (Formerly Dominion Digital)   October 2010 - March 2012
SingleStone (Formerly Dominion Digital)   June 2008 - October 2010
Wells Fargo Advisors (Formerly Wachovia Securities)   June 2006 - June 2008
Wells Fargo Advisors   March 2004 - June 2006

Skills
Process Improvement, PMP, Scrum, Six Sigma, Business Process, Agile Methodologies, ITIL, Business Process Design, PMI, Business Analysis, SDLC, Business Process..., Project Portfolio..., IT Strategy, Program Management, Requirements Analysis, Integration, Visio, Project Management, Change Management

Education
Virginia Polytechnic Institute and State University - Pamplin College of Business   1998 — 2003
BS, Finance

University of Richmond   2005 — 2006
Securities & Broker Dealer Law

William Manch William Manch Washington D.C. Metro Area Details
William Manch's Wells Fargo Advisors Experience 2009 - Present
Job at
Industry Financial Services
Experience
Wells Fargo Advisors   2009 - Present
Wachovia Securities  June 2006 - December 2009
Prudential Securities  1994 - 2006

Skills
Financial Modeling, Mutual Funds, Series 63, Asset Allocation, Investments, Wealth Management, Integrity, Retirement Planning, Client Relations Skills, Series 7, Portfolio Management, Strategic Financial..., Caring, Trusts, Securities, Investment Strategies, Investment Advisory, Wealth Management..., Asset Management, 401k, Retirement, IRAs, Finance, Alternative Investments, Mortgage Lending, Investment Management, Loans, Financial Planners, Wealth, Credit, Financial Services, Life Insurance, Cash Management, 401k Rollovers, Long-term Care, 529 Plans, Commercial Lending, Commercial Banking, Options, Fixed Income, ETFs, Equities, Wealth Accumulation, Variable Annuities, Separately Managed..., High Net Worth..., Equity Research, Qualified Retirement..., Pensions, Insurance

Education
University of South Alabama   1975 — 1978
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services

Debra Valenti Debra Valenti Hoboken, New Jersey Details
Debra Valenti's Wells Fargo Advisors Experience December 2011 - October 2013
Job Financial Planner at EY
Industry Financial Services
Experience
EY  October 2013 - Present
Wells Fargo Advisors   December 2011 - October 2013
Transcend Capital  May 2011 - December 2011
Valenti & Valenti, LLC   May 2009 - May 2011
W.P. Stewart & Co., Inc.   August 1984 - December 2008

Skills
Equity Trading, Series 7, Series 63, Investments, Equities, Alternative Investments, Wealth Management, Finance, Marketing, Financial Services, Financial Analysis, Options, Portfolio Management, Asset Management, Mutual Funds, Series 65

Education
University of South Carolina-Columbia   1979 — 1983
B.A., Journalism, Public Relations, Advertising

Charles Spraggins Charles Spraggins Ventura, California Details
Charles Spraggins's Wells Fargo Advisors Experience 1989 - 2012
Job Community Activist
Industry Political Organization
Experience
Wells Fargo Advisors   1989 - 2012
Merrill Lynch  1981 - 1989
Tri-Counties Regional Center  1975 - 1981
Fluor Corporation  1970 - 1975

Skills
Management, Financial Analysis, Marketing

Education
University of Southern California   1967 — 1970
Master of Business Administration (M.B.A.)

Thomas Langer Thomas Langer Jacksonville, Florida Details
Thomas Langer's Wells Fargo Advisors Experience October 2012 - January 2015
Job Financial Center Manager I at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank  June 2015 - Present
Fifth Third Bank  February 2015 - June 2015
Wells Fargo  September 2013 - January 2015
Wells Fargo Advisors   October 2012 - January 2015
Wells Fargo  February 2013 - September 2013
Wells Fargo  October 2012 - February 2013
Waddell & Reed  May 2010 - May 2012

Skills
Financial Analysis, Business Strategy, Business Analysis, New Business Development, Strategic Financial..., Market Analysis, Market Research, Financial Risk, Finance, Customer Service, Training, Coaching, Relationship Management, Banking, Credit, Financial Services, Portfolio Management, Investments, Risk Management, Consumer Lending, Management, Human Resources, Career Development, Job Coaching, Analysis, Team Building, Leadership, Customer Retention, Time Management, Sales

Education
University of South Carolina-Columbia   2006 — 2010
Bachelor of Arts (B.A.), Political Science and Government

Mark Malek Mark Malek San Diego, California Details
Mark Malek's Wells Fargo Advisors Experience June 2012 - August 2012
Job Legal Assistant at The Law Offices of Guy Levy & Associates
Industry Law Practice
Experience
The Law Offices of Guy Levy & Associates   September 2014 - Present
CEP America  April 2013 - August 2014
University of San Diego  September 2012 - September 2013
Wells Fargo Advisors   June 2012 - August 2012

Skills
PowerPoint, Microsoft Excel, Microsoft Office, Visual Studio, Microsoft Word, Spanish, Event Planning, Public Speaking, Data Analysis, Social Networking, Data Entry, Research, Photoshop

Education
University of San Diego   2010 — 2014

St. Augustine High School   2006 — 2010

Mandy McComas Mandy McComas Los Angeles, California Details
Mandy McComas's Wells Fargo Advisors Experience May 2014 - August 2014
Job Intern at Coldwell Banker Real Estate
Industry Financial Services
Experience
Coldwell Banker Real Estate  May 2015 - Present
University of Southern California Facilities Financial Services   January 2015 - Present
Wells Fargo Advisors   May 2014 - August 2014
Blackhawk Country Club  April 2013 - August 2013

Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Photoshop, Social Media Marketing, Account Management, Client Relations

Education
University of Southern California   2013 — 2017
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Charlie George Charlie George Charlotte, North Carolina Area Details
Charlie George's Wells Fargo Advisors Experience 2013 - 2014
Job Head of Financial Crimes Wealth, Brokerage & Retirement Division Wells Fargo
Industry Financial Services
Experience
Wells Fargo  2014 - Present
Wells Fargo Advisors   2013 - 2014
Deloitte  2012 - 2013
Capital One Financial  2005 - 2012
Raymond James Financial Inc./Heritage Asset Management   2003 - 2005

Skills
Risk Assessment, USA PATRIOT Act, Compliance Training, Policy, AML, OFAC, Policy Writing, Bank Secrecy Act, Mortgage Fraud, Fraud Detection, Procedure Development, Proceeds of Crime, OSFI, Compliance Testing, Regulatory Affairs, Board of Directors..., Executive Reporting, Financial Services, Enterprise Risk..., Risk Management, KYC, Anti Money Laundering, Executive Management, Securities, Sanction, Governance, Financial Risk

Education
University of South Florida - College of Business Administration
MBA, Concentrations: Advanced Financial Management, Corporation Management

University of South Florida
Bachelor of Arts (B.A.), Finance

Wharton Securities Industry Institute

ABA National Compliance School

Catherine Azzalina Catherine Azzalina San Francisco Bay Area Details
Catherine Azzalina's Wells Fargo Advisors Experience January 2006 - August 2007
Job Project Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Wholesale Banking  November 2010 - Present
Wells Fargo Wealth, Brokerage, Retirement   August 2007 - November 2010
Wells Fargo Advisors   January 2006 - August 2007
Coach  January 2004 - March 2006
City and County of San Francisco  January 2004 - August 2004

Skills
Project Management, Coaching, Training, Vendor Management, Program Management, Risk Management, Business Analysis, Banking, Change Management, Process Improvement

Education
University of San Francisco   2002 — 2004
B.A, Political Science

Kevin W. La Mont Kevin W. La Mont Houston, Texas Details
Kevin W. La Mont's Wells Fargo Advisors Experience 2007 - 2013
Job Vice President Advance Planning & Investments, RB Capital Management
Industry Financial Services
Experience
RB Capital Management   February 2011 - Present
Wells Fargo Advisors   2007 - 2013
Integrity Wealth Management   February 2011 - February 2012
The La Mont Group   February 2006 - May 2011

Skills
Investments, Wealth Management, Insurance, Small Business, Asset Management, Finance, 401k, Wealth Transfer, Multi-generational..., Annual Giving, Charitable Trusts, Trust Management

Education
University of Southern California   1983 — 1987
Economics

Kimyotti McKnight Kimyotti McKnight Greater St. Louis Area Details
Kimyotti McKnight's Wells Fargo Advisors Experience September 2010 - Present
Job Business Process Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   September 2010 - Present
Wells Fargo Advisors   January 2009 - September 2010
Wachovia, A Wells Fargo Company  April 2008 - December 2008
Wachovia  November 2004 - April 2008

Education
University of South Carolina-Columbia

Otha Jones Otha Jones Greater St. Louis Area Details
Otha Jones's Wells Fargo Advisors Experience May 1991 - Present
Job Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   May 1991 - Present
Wells Fargo Advisors   May 1991 - Present

Education
University of Richmond   1989 — 1991
BS, Business Adminstration

Katherine Lindholm Katherine Lindholm Greater Atlanta Area Details
Katherine Lindholm's Wells Fargo Advisors Experience 1998 - Present
Job HR Business Partner at Wells Fargo Advisors
Industry Human Resources
Experience
Wachovia  1998 - Present
Wells Fargo Advisors   1998 - Present

Education
University of South Florida   1988 — 1991
BA, Political Science

Harkleroad Jon Harkleroad Jon Greater Atlanta Area Details
Harkleroad Jon's Wells Fargo Advisors Experience January 2013 - Present
Job Client Services Manager at Wells Fargo Advisors
Industry Facilities Services
Experience
Wells Fargo Advisors   January 2013 - Present
E*TRADE Financial  May 1998 - January 2013

Skills
Financial Services, Series 7, Equities, Securities, Series 63, Mutual Funds, Risk Management, Process Improvement, Investments, Options, Vendor Management, Wealth Management

Education
University of South Carolina-Columbia   1995 — 1997
Bachelor's Degree, Interdisciplinary Studies - Political Science & Criminal Justice

Allen Przyboro Allen Przyboro Tampa/St. Petersburg, Florida Area Details
Allen Przyboro's Wells Fargo Advisors Experience June 2008 - April 2009
Job JP Morgan Chase Custody Client Services
Industry Investment Banking
Experience
JPMorgan Chase  November 2013 - Present
Deutsche Bank  February 2011 - November 2013
Deutsche Bank  May 2010 - February 2011
Deutsche Bank  May 2009 - April 2010
Wells Fargo Advisors   June 2008 - April 2009
BobCAD-CAM Inc.  May 2003 - August 2005

Skills
Foreign Exchange, Economics, Risk Analysis, Residential Mortgages, Investment Banking, Accounting, Portfolio Management, Commodity Markets, FX trading, Derivatives, Corporate Finance, Equities, Alternative Investments, Mortgage Lending, Sales, FX Options, Financial Services, Fixed Income, Loans, Options, Prime Brokerage, Money Market, Electronic Trading, Investments, Securities, Valuation, Financial Modeling, Asset Management, Trading, Hedge Funds, Financial Markets, Capital Markets, Financial Analysis, Swaps, Emerging Markets, Mutual Funds, Hedging, Trading Strategies, Equity Derivatives, Structured Finance, Credit Risk, Finance, Banking, Settlement, Bonds, Account Reconciliation, Funding, Collateral Management

Education
University of South Florida   2004 — 2008
Bachelor's degree, Major: Finance Minor: International Business, ~3.5/4.0

CFA Candidate

R. Marc McKoy R. Marc McKoy Wilmington, North Carolina Area Details
R. Marc McKoy's Wells Fargo Advisors Experience April 2001 - August 2007
Job Senior Vice President, Branch Manager at Capitol Securities Management Inc.
Industry Financial Services
Experience
Capitol Securities Management Inc.  January 2014 - Present
BOA  August 2007 - January 2014
Wells Fargo Advisors   April 2001 - August 2007
RBC Wealth Management  July 1994 - July 2001

Skills
Banking, Wealth Management, Sales Management, Portfolio Management, Investments, Fixed Income, Series 7, Mergers & Acquisitions, Asset Management, Strategic Financial..., Business Development, Strategic Planning, Series 63, Alternative Investments, Loans, New Business Development, Mortgage Lending, Leadership, Relationship Management, Commercial Lending, Risk Management, Sales

Education
University of South Carolina-Columbia   1977 — 1982
Bachelor's degree, Business/Managerial Economics

Eric D. Sanchez Eric D. Sanchez New York, New York Details
Eric D. Sanchez's Wells Fargo Advisors Experience September 2007 - August 2009
Job Portfolio Valuations at Markit
Industry Financial Services
Experience
Markit  May 2012 - Present
State Street  February 2012 - May 2012
Barclays Capital  May 2011 - December 2011
Deutsche Bank AG  February 2010 - August 2010
Deutsche Bank AG  August 2009 - February 2010
Mountbatten Institute  2009 - 2010
Wells Fargo Advisors   September 2007 - August 2009

Skills
Derivatives, Collateral Management, Fixed Income, Sell Side, Repo, Mortgage Forwards, TBA, Credit Derivatives, Credit Risk, OTC, FX Derivatives, Financial Analysis, Equities

Education
St. Mary's University, Twickenham   2009 — 2010
Postgraduate Certificate

University of San Diego   2003 — 2007
B.B.A., Business Administration

Heather Burke Heather Burke New York, New York Details
Heather Burke's Wells Fargo Advisors Experience May 2009 - June 2010
Job Omni Associate Buyer Gadgets, Cutlery, and Bakeware at Macy's
Industry Retail
Experience
Macy's  February 2015 - Present
Macy's  September 2014 - January 2015
Macy's  April 2013 - August 2014
Macy's  March 2012 - April 2013
Macy's  September 2011 - February 2012
Macy's  August 2011 - September 2011
Macy's  April 2011 - August 2011
Macy's  June 2010 - August 2010
Wells Fargo Advisors   May 2009 - June 2010

Skills
Retail, Sales, Market Research, Customer Service, Marketing Strategy, Fashion, Analysis, Microsoft Excel, PowerPoint, Merchandising, Microsoft Office, Product Development, Microsoft Word, Outlook, Visual Merchandising, Marketing, Facebook, Social Media

Education
University of San Diego   2007 — 2011
BBA, Business Administration

La Fundación José Ortega y Gasset   2009 — 2009
Business Administration/Spanish

Keri O'Dell Keri O'Dell Richmond, Virginia Details
Keri O'Dell's Wells Fargo Advisors Experience March 2011 - May 2014
Job Brokerage Associate
Industry Financial Services
Experience
Wells Fargo  May 2014 - Present
Wells Fargo Advisors   March 2011 - May 2014
Capital One Auto Finance  July 2006 - December 2010
Side Splitters Comedy Club   1997 - 2005
Northwest Airlines  1994 - 1998

Skills
Banking, Customer Service, Management, Sales

Education
University of South Florida   1992 — 2008
Bachelors, German/ Communications

A.O.S.R.

Donald Burns Donald Burns Greater New York City Area Details
Donald Burns's Wells Fargo Advisors Experience January 1985 - Present
Job Senior Vice President Manager Wells Fargo NY Municipal Bond Trading Desk
Industry Financial Services
Experience
Wells Fargo Advisors   January 1985 - Present

Skills
Strategic Planning, Customer Service, Investments, Management, Team Building, Public Speaking, Microsoft Office, Project Management, Financial Analysis

Education
University of Scranton   1977 — 1980
Bachelor of Arts (B.A.), Business Administration, Management and Operations

James Shea James Shea Greater New York City Area Details
James Shea's Wells Fargo Advisors Experience December 2007 - September 2010
Job Director Investments Private Client Group at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc.   September 2010 - Present
Wells Fargo Advisors   December 2007 - September 2010
PNC Investments (Unofficial)   July 2005 - December 2006
Bank of America  November 2001 - June 2005
Porter Levay & Rose   March 2002 - October 2002
UBS Wealth Management  August 1999 - March 2002
Porter, LeVay & Rose, Inc.   January 1998 - August 1999
Oppenheimer & Co. Inc.   August 1997 - January 1998

Education
University of South Carolina-Columbia   1995 — 1997
Finance, Business

Monmouth University   1990 — 1991
Bachelor of Applied Science (BASc), Business Administration

Brookdale Community College
Business Administration

Matthew Martinelli, AAMS® Matthew Martinelli, AAMS® Greater Seattle Area Details
Matthew Martinelli, AAMS®'s Wells Fargo Advisors Experience September 2013 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   September 2013 - Present
Edward Jones  February 2009 - September 2013

Skills
Investments, Finance, Retirement Planning, Retirement, Financial Services, Financial Analysis, IRAs, Microsoft Excel, Process Improvement, Mutual Funds, Portfolio Management, Series 7, Wealth Management

Education
University of San Diego   1997 — 2001
Business Marketing

Pamela Jacobs, CFP® Pamela Jacobs, CFP® Walnut Creek, California Details
Pamela Jacobs, CFP®'s Wells Fargo Advisors Experience July 2013 - Present
Job Financial Advisor Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors   July 2013 - Present
Edward Jones Investments  May 2000 - July 2013
Edward Jones  March 2000 - March 2001
Raymond James Financial, Inc.   February 1999 - March 2000
First Affirmative Financial Network  September 1996 - March 2000

Skills
Investments, Strategic Planning, Retirement Planning, Equities, Insurance, Finance, Asset Allocation, Investment Strategies, Retirement, Estate Investment..., Long-term Care, Mutual Funds, Securities, Financial Analysis, Professional Mentoring, 529 Plans, College Funding..., Strategic Investment, Strategy, Financial Advisory, Fixed Annuities, Leadership, Customer Service, Asset Preservation

Education
University of San Francisco   2006 — 2008
Bachelor’s Degree, Applied Economics

Harris McCraw Harris McCraw Dallas/Fort Worth Area Details
Harris McCraw's Wells Fargo Advisors Experience July 2008 - January 2010
Job Energy Investment
Industry Investment Management
Experience
MB Interests   March 2014 - Present
Sewell Automotive Companies  October 2012 - March 2014
n/a freelance  June 2011 - October 2012
Duncan-Williams, Inc.   March 2010 - June 2011
Wells Fargo Advisors   July 2008 - January 2010
Hickory Capital Partners   August 2004 - June 2007
Morgan Keegan  July 1987 - August 2004

Skills
Commercial Pilot, Portfolio Management, Investments, Financial Modeling, Capital Markets, Valuation, Financial Analysis, Private Equity, Securities, Series 7, Investment Banking, Risk Management, Equities, Asset Managment, Mergers, Options, Hedge Funds, Corporate Finance, Trading, Asset Management, Mutual Funds, Series 63, Alternative Investments

Education
University of Southern California   1979 — 1981
MS, Management

University of Tennessee   1970 — 1975
BS Business Administration, Marketing and Economics

Charles Specht Charles Specht Spokane, Washington Area Details
Charles Specht's Wells Fargo Advisors Experience June 2008 - Present
Job Complex Administration Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   June 2008 - Present
Wells Fargo Advisors   February 2001 - June 2008
Morgan Stanley  November 1994 - February 2001

Skills
Investment Planning, Financial Strategies

Education
Woodbury University   2001 — 2003
Master of Business Administration (M.B.A.), Finance

University of Southern California   1989 — 1993
Bachelor of Arts (B.A.), Political Science

Flintridge Preparatory School   1985 — 1989
High School Diploma, High School/Secondary Diplomas and Certificates

Cynthia Thornton Cynthia Thornton Orlando, Florida Area Details
Cynthia Thornton's Wells Fargo Advisors Experience October 2010 - February 2011
Job Certified Facilitator and Business Professional in Mortgage Servicing, Financial Services, Technical, Leadership, Sales
Industry Professional Training & Coaching
Experience
TrainingFolks  January 2013 - March 2013
TrainingFolks  August 2012 - November 2012
TrainingFolks  December 2011 - March 2012
TD Bank Group  April 2011 - October 2011
Wells Fargo Advisors   October 2010 - February 2011
The South Financial Group  February 2008 - April 2010
W M Financial Services/ Washington Mutual (now Chase)   December 2004 - January 2007
Washington Mutual (Now Chase)   June 1998 - November 2004
Legg Mason  April 1996 - July 1998
BARNETT SECURITIES   January 1991 - January 1996

Skills
Training Delivery, Instructor-led Training, Performance Consulting, Training, Needs Analysis, Coaching

Education
University of South Florida   1980 — 1981
B.A., Marketing, Accounting, Finance

Marc Cheatham Marc Cheatham Richmond, Virginia Area Details
Marc Cheatham's Wells Fargo Advisors Experience 2003 - 2008
Job Chief Technology & Innovation Officer
Industry Financial Services
Experience
Riverfront Investment Group  April 2008 - Present
Wells Fargo Advisors   2003 - 2008
Wachovia Securities, LLC  2002 - 2008

Education
University of Richmond   1990 — 1995
BS, Computer Science

Spencer Touchberry Spencer Touchberry Charlotte, North Carolina Details
Spencer Touchberry's Wells Fargo Advisors Experience November 2013 - Present
Job Business System Consultant at Wells Fargo Advisors
Industry Banking
Experience
Wells Fargo Advisors   November 2013 - Present
Wells Fargo  November 2011 - November 2013
Signature Consultants (Wells Fargo)   November 2010 - November 2011

Skills
Software Project..., Capital Markets, Portfolio Management, Financial Analysis, Business Requirements, Requirements Gathering, Quality Assurance, Requirements Analysis, SharePoint, Vendor Management, Test Planning, Data Warehousing, User Acceptance Testing, Marketing, Project Portfolio..., Project Management, Data Modeling, MS Project, Process Improvement, Business Process..., Financial Services, Business Analysis, Business Intelligence, Sales Management, Operations Management, Banking, SDLC, Software Documentation

Education
University of South Carolina-Columbia   2005 — 2009
Information Technology

Khadijah Amarie Khadijah Amarie Charlotte, North Carolina Details
Khadijah Amarie's Wells Fargo Advisors Experience September 2011 - July 2012
Job Business Planning and Communications Consultant at MetLife
Industry Financial Services
Experience
MetLife  May 2015 - Present
TIAA-CREF  August 2014 - May 2015
TIAA-CREF  July 2012 - August 2014
Wells Fargo Advisors   September 2011 - July 2012
Wells Fargo  June 2011 - September 2011

Skills
Accounts Payable, Management, Advertising, Strategic Planning, Space Management, IT Operations, Corporate Communications

Education
University of South Carolina-Columbia   2006 — 2010
Bachelor of Arts, Advertising, 3.5

Stuart Seagroves Stuart Seagroves Myrtle Beach, South Carolina Area Details
Stuart Seagroves's Wells Fargo Advisors Experience May 2010 - August 2010
Job Southeast Restaurants
Industry Restaurants
Experience
Southeast Restaurants   December 2011 - Present
Wells Fargo Advisors   May 2010 - August 2010
Kappa Sigma Fraternity  May 2009 - May 2010

Skills
Great Plains Software, Microsoft Excel, Microsoft Office, Adobe LiveCycle Designer, Payroll, Budgets, Finance, Financial Analysis, Twitter, QuickBooks, Pizza, PowerPoint, Customer Service, Microsoft Word, Social Media, Social Networking, Management, Leadership

Education
University of South Carolina - The Moore School of Business   2007 — 2011
Investment Finance, Corporate Finance, Entrepreneurship

Brittany Leeder Brittany Leeder San Diego, California Details
Brittany Leeder's Wells Fargo Advisors Experience 2010 - 2010
Job Subcontracts Administrator at Northrop Grumman & M.S. in Supply Chain Management Student at University of San Diego
Industry Aviation & Aerospace
Experience
Northrop Grumman Corporation  June 2012 - Present
Agile Sourcing Partners  2011 - 2012
Wells Fargo Advisors   2010 - 2010

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Data Analysis, Research, Economics, Public Speaking, Time Management, Statistics, Eviews, Report Writing, Qualitative Research, Government

Education
University of San Diego   2013 — 2015
Master's degree, Supply Chain Management

University of San Diego   2009 — 2012
Bachelor of Arts (BA), Economics

Tamra Burke Tamra Burke Richmond, Virginia Area Details
Tamra Burke's Wells Fargo Advisors Experience October 2006 - October 2012
Job Relationship Manager | Business Development | Client Loyalty | Project Management
Industry Financial Services
Experience
Wells Fargo Advisors   October 2006 - October 2012
Wells Fargo Advisors   January 2006 - October 2006
First Clearing , Affiliate of Wells Fargo  February 2000 - January 2006
Wells Fargo Advisors   January 1993 - February 2000

Education
Virginia Commonwealth University
Business Administration and Management, General

University of Richmond
Project Management

University of Richmond
Adult Training Certification

J. Sargeant Reynolds Community College
Business Administration and Management, General

Donald Burns Donald Burns Greater New York City Area Details
Donald Burns's Wells Fargo Advisors Experience January 1984 - Present
Job Senior Vice President Manager NY Municipal Bond Department at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   January 1984 - Present

Skills
Series 7, Series 63, Series 24, Series 53

Education
University of Scranton   1976 — 1980

Craig Herbert Craig Herbert Fort Lauderdale, Florida Details
Craig Herbert's Wells Fargo Advisors Experience January 1999 - April 2011
Job Vice President, Financial Consultant at Regions Investment Solutions
Industry Financial Services
Experience
Regions Financial Corporation  January 2013 - Present
The Legend Group  April 2012 - January 2013
Wells Fargo Advisors   January 1999 - April 2011
Prudential Securities, Inc  January 1996 - January 1998
PaineWebber, Inc  January 1993 - January 1996

Education
University of South Florida   1991 — 1993
Bachelor of Business Administration (B.B.A.), Finance, General

Andrew Guay Andrew Guay Tampa, Florida Details
Andrew Guay's Wells Fargo Advisors Experience January 2014 - June 2014
Job Recent Graduate
Industry
Experience
Enterprise Holdings  October 2014 - Present
Wells Fargo Advisors   January 2014 - June 2014
Avila Golf and Country Club  August 2012 - December 2013

Skills
Microsoft Word, Customer Service, PowerPoint, Microsoft Office, Microsoft Excel, English, Finance, Hospitality, Windows, Access, Outlook

Education
University of South Florida   2010 — 2014
Finance, General

Christopher Goodman-Triolo Christopher Goodman-Triolo Beverly Hills, California Details
Christopher Goodman-Triolo's Wells Fargo Advisors Experience 2012 - 2014
Job at
Industry Financial Services
Experience
BMA Securities, Inc.   November 2014 - December 2014
Wells Fargo Advisors   2012 - 2014

Education
University of San Diego

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