Wells Fargo Advisors
Industry: Subsidiary
DescriptionWells Fargo Advisors is a subsidiary of Wells Fargo, located in St Louis, Missouri. It is the ninth largest brokerage firm in the United States as of August 17, 2017 with $490 billion retail client assets under management. Headquarters: St. Louis, Missouri, United States Number of employees: 15,000 Advisors Parent organization: Wells Fargo Founded: 4 September 2001 Total assets: 490 billion USD Subsidiaries: Wachovia Securities (Argentina) LLC (Buenos Aires Argentina),
Wells Fargo Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Wells Fargo Advisors Salaries. You can even request information on how much does Wells Fargo Advisors pay if you want to. Learn about salaries, pros and cons of working for Wells Fargo Advisors directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
7,010 Wells Fargo Advisors employees in database. Find out everything there's to know about Wells Fargo Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Advisors Employees
Employee
Years
Job
Industry
Daniel Conger Daniel Conger's Wells Fargo Advisors Experience April 2012 - October 2013
Job Product Management MBA Intern at Adobe
Industry Internet
Experience
Adobe May 2015 - Present
Lunt Capital Management Inc. October 2013 - November 2014
Wells Fargo Advisors April 2012 - October 2013
Skills
Data Analysis, Web Analytics, Data Mining, Strategy, Web Development, Marketing, Predictive Analytics, Adobe Analytics, Machine Learning, MongoDB, AngularJS, Node.js, R, Python, Agile Methodologies, Software Development, Public Speaking, Tableau, CSS, ReactJS, React Native
Education
Brigham Young University 2014 — 2016
Master of Business Administration (MBA), Marketing and Strategy
Dev Mounta.in 2013 — 2014
Full Stack JavaScript Developer
Brigham Young University 2008 — 2011
Bachelor of Science (B.S.), Accounting
Adobe May 2015 - Present
Lunt Capital Management Inc. October 2013 - November 2014
Wells Fargo Advisors April 2012 - October 2013
Skills
Data Analysis, Web Analytics, Data Mining, Strategy, Web Development, Marketing, Predictive Analytics, Adobe Analytics, Machine Learning, MongoDB, AngularJS, Node.js, R, Python, Agile Methodologies, Software Development, Public Speaking, Tableau, CSS, ReactJS, React Native
Education
Brigham Young University 2014 — 2016
Master of Business Administration (MBA), Marketing and Strategy
Dev Mounta.in 2013 — 2014
Full Stack JavaScript Developer
Brigham Young University 2008 — 2011
Bachelor of Science (B.S.), Accounting
Derrick Young, CFP® Derrick Young, CFP®'s Wells Fargo Advisors Experience April 2010 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors April 2010 - Present
Wells Fargo December 2008 - April 2010
Wells Fargo May 2008 - December 2008
Education
Buena Vista University 2004 — 2008
Bachelor of Arts (B.A.), Business Management and Finance
Wells Fargo Advisors April 2010 - Present
Wells Fargo December 2008 - April 2010
Wells Fargo May 2008 - December 2008
Education
Buena Vista University 2004 — 2008
Bachelor of Arts (B.A.), Business Management and Finance
Paige Sparks's Wells Fargo Advisors Experience April 2012 - August 2013
Job Research Assistant at Brigham and Women's Hospital
Industry Political Organization
Experience
Brigham and Women's Hospital September 2015 - Present
Boston University Admissions January 2015 - Present
Boston University August 2011 - May 2015
Conservative Campaign Headquarters February 2014 - April 2014
The Carruthers Group May 2013 - August 2013
Wells Fargo Advisors April 2012 - August 2013
Skills
Volunteer Management, Facebook, Event Planning, Social Media, Lead Development, Marketing, Microsoft Word, Marketing Communications, Direct Mail Campaigns, Local Government, Email Marketing, Database Administration, Analytical Reasoning, Microsoft Office, Political Campaigns, Microsoft Excel, Lead Generation, Childcare, House Management, Sales, Data Entry, Data Collection, Canvassing, Call Centers, CRM Integration, Constant Contact, Salesforce.com
Education
Boston University 2011 — 2015
Bachelor of Arts (BA), Political Science
Denver East High School 2007 — 2011
St. Anne's Episcopal School 1997 — 2007
Brigham and Women's Hospital September 2015 - Present
Boston University Admissions January 2015 - Present
Boston University August 2011 - May 2015
Conservative Campaign Headquarters February 2014 - April 2014
The Carruthers Group May 2013 - August 2013
Wells Fargo Advisors April 2012 - August 2013
Skills
Volunteer Management, Facebook, Event Planning, Social Media, Lead Development, Marketing, Microsoft Word, Marketing Communications, Direct Mail Campaigns, Local Government, Email Marketing, Database Administration, Analytical Reasoning, Microsoft Office, Political Campaigns, Microsoft Excel, Lead Generation, Childcare, House Management, Sales, Data Entry, Data Collection, Canvassing, Call Centers, CRM Integration, Constant Contact, Salesforce.com
Education
Boston University 2011 — 2015
Bachelor of Arts (BA), Political Science
Denver East High School 2007 — 2011
St. Anne's Episcopal School 1997 — 2007
Mitch Cook Mitch Cook's Wells Fargo Advisors Experience January 2003 - March 2006
Job Regional Sales Director
Industry Renewables & Environment
Experience
Legend Solar March 2015 - Present
GE Healthcare December 2014 - July 2015
Meridian Health Services Management September 2012 - August 2014
Villa Health Care November 2008 - September 2012
DealerSocket March 2006 - October 2008
Wells Fargo Advisors January 2003 - March 2006
Skills
Marketing Strategy, Strategic Planning, Business Development, Team Building, Spanish, Business Strategy, Sales Management, Negotiation, Entrepreneurship, Customer Service, Social Media, Leadership, Marketing, Budgets, Account Management, CRM, Business Planning, Sales, Training, Healthcare, PowerPoint, Recruiting, Start-ups, Nonprofits, Public Relations, Fundraising, Social Media Marketing, Leadership Development, Business Analysis, Sales Process, Organizational..., Social Networking, Management, Strategy, Coaching, Contract Negotiation, Data Analysis, Customer Satisfaction, Process Improvement, Sales Operations, Customer Retention, Analysis, Microsoft Excel, Time Management, Financial Analysis, Finance, Competitive Analysis, Healthcare Management, New Business Development, Public Speaking
Education
Brigham Young University 2010 — 2012
Master of Business Administration (MBA)
Brigham Young University 2001 — 2004
Bachelor of Science (B.S.), Finance
Legend Solar March 2015 - Present
GE Healthcare December 2014 - July 2015
Meridian Health Services Management September 2012 - August 2014
Villa Health Care November 2008 - September 2012
DealerSocket March 2006 - October 2008
Wells Fargo Advisors January 2003 - March 2006
Skills
Marketing Strategy, Strategic Planning, Business Development, Team Building, Spanish, Business Strategy, Sales Management, Negotiation, Entrepreneurship, Customer Service, Social Media, Leadership, Marketing, Budgets, Account Management, CRM, Business Planning, Sales, Training, Healthcare, PowerPoint, Recruiting, Start-ups, Nonprofits, Public Relations, Fundraising, Social Media Marketing, Leadership Development, Business Analysis, Sales Process, Organizational..., Social Networking, Management, Strategy, Coaching, Contract Negotiation, Data Analysis, Customer Satisfaction, Process Improvement, Sales Operations, Customer Retention, Analysis, Microsoft Excel, Time Management, Financial Analysis, Finance, Competitive Analysis, Healthcare Management, New Business Development, Public Speaking
Education
Brigham Young University 2010 — 2012
Master of Business Administration (MBA)
Brigham Young University 2001 — 2004
Bachelor of Science (B.S.), Finance
Andres Manjarres's Wells Fargo Advisors Experience February 2015 - Present
Job Personal Banker II/Small Business Specialist at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Advisors February 2015 - Present
Wells Fargo October 2014 - Present
JPMorgan Chase September 2013 - October 2014
Chase February 2013 - September 2013
Chase September 2012 - February 2013
Skills
Loans, Credit, Banking, Mortgage Lending, Commercial Lending, Small Business Lending, Commercial Banking, Consumer Lending, Portfolio Management, Loan Origination, Retail Banking, Merchant Services, Payroll Services, Investments, Small Business
Education
Broward College 2012 — 2014
Associate's degree, Business Administration and Management, General
Broward College 2012 — 2014
Certification, Accounting Technology/Technician and Bookkeeping
Wells Fargo Advisors February 2015 - Present
Wells Fargo October 2014 - Present
JPMorgan Chase September 2013 - October 2014
Chase February 2013 - September 2013
Chase September 2012 - February 2013
Skills
Loans, Credit, Banking, Mortgage Lending, Commercial Lending, Small Business Lending, Commercial Banking, Consumer Lending, Portfolio Management, Loan Origination, Retail Banking, Merchant Services, Payroll Services, Investments, Small Business
Education
Broward College 2012 — 2014
Associate's degree, Business Administration and Management, General
Broward College 2012 — 2014
Certification, Accounting Technology/Technician and Bookkeeping
Dean Wallace Dean Wallace's Wells Fargo Advisors Experience April 2014 - March 2015
Job Financial solutions Advisor with Merrill Edge
Industry Financial Services
Experience
Merrill Edge March 2015 - Present
Wells Fargo Advisors April 2014 - March 2015
Citi August 2012 - April 2014
Skills
Banking, Credit, Loans, Financial Analysis, Customer Service, Risk Management, Portfolio Management, Finance, Management, Financial Services
Education
Bowie State University 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Merrill Edge March 2015 - Present
Wells Fargo Advisors April 2014 - March 2015
Citi August 2012 - April 2014
Skills
Banking, Credit, Loans, Financial Analysis, Customer Service, Risk Management, Portfolio Management, Finance, Management, Financial Services
Education
Bowie State University 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Sara Reeder Sara Reeder's Wells Fargo Advisors Experience April 2010 - October 2012
Job Specializing in Residential Property Management
Industry Real Estate
Experience
Lion's Share Properties, LLC 2014 - Present
Shutter Shot Photo Booth June 2013 - Present
Wells Fargo Advisors April 2010 - October 2012
DeWaay Capital Management December 2007 - March 2010
Wells Fargo Financial January 2007 - December 2007
Skills
Series 7, Series 66, Insurance, Investments, Retirement Planning, Wealth Management, Mutual Funds, Fixed Annuities, Investment Advisory, Asset Allocation, Securities, Series 63, Financial Advisory, Retirement, Strategic Financial..., Financial Planners, Life Insurance, Asset Managment, Series 65, Portfolio Management, Investment Strategies, 401k Rollovers, CRPC
Education
Buena Vista University 2003 — 2006
Bachelor of Arts (B.A.), Entrepreneurial and Small Business Operations
Lion's Share Properties, LLC 2014 - Present
Shutter Shot Photo Booth June 2013 - Present
Wells Fargo Advisors April 2010 - October 2012
DeWaay Capital Management December 2007 - March 2010
Wells Fargo Financial January 2007 - December 2007
Skills
Series 7, Series 66, Insurance, Investments, Retirement Planning, Wealth Management, Mutual Funds, Fixed Annuities, Investment Advisory, Asset Allocation, Securities, Series 63, Financial Advisory, Retirement, Strategic Financial..., Financial Planners, Life Insurance, Asset Managment, Series 65, Portfolio Management, Investment Strategies, 401k Rollovers, CRPC
Education
Buena Vista University 2003 — 2006
Bachelor of Arts (B.A.), Entrepreneurial and Small Business Operations
Kendra Warren Kendra Warren's Wells Fargo Advisors Experience January 2015 - April 2015
Job Regulatory Management State Farm Bank, Bloomington, IL
Industry Financial Services
Experience
State Farm July 2015 - Present
Wells Fargo Advisors January 2015 - April 2015
Merrill Lynch June 2014 - August 2014
John C. Purnell MD June 2013 - August 2013
The Pantagraph June 2010 - August 2012
Skills
Time Management, Leadership, Event Planning, Marketing, Financial Management..., Data Analysis, Microsoft Excel, Microsoft Office, Research, Teamwork, Organization, Problem Solving, Mac OS
Education
Bradley University 2011 — 2014
Bachelor's Degree, Economics, 3.32/4.0 GPA
State Farm July 2015 - Present
Wells Fargo Advisors January 2015 - April 2015
Merrill Lynch June 2014 - August 2014
John C. Purnell MD June 2013 - August 2013
The Pantagraph June 2010 - August 2012
Skills
Time Management, Leadership, Event Planning, Marketing, Financial Management..., Data Analysis, Microsoft Excel, Microsoft Office, Research, Teamwork, Organization, Problem Solving, Mac OS
Education
Bradley University 2011 — 2014
Bachelor's Degree, Economics, 3.32/4.0 GPA
Terry Andersen's Wells Fargo Advisors Experience February 2012 - September 2012
Job Associate Vice President at ARMOR Wealth Management
Industry Financial Services
Experience
ARMOR Wealth Management August 2015 - Present
Wells Fargo Advisors February 2012 - September 2012
Merrill Lynch June 2011 - August 2011
Skills
Financial Modeling, Investments, Valuation, Finance, Bloomberg Terminal, Asset Allocation, Insurance, Life Insurance
Education
Southern Methodist University 2009 — 2013
Finance
Southern Methodist University - Cox School of Business 2009 — 2013
Brown University 2008 — 2008
Summer Scholars Program, English
Alamo Heights
ARMOR Wealth Management August 2015 - Present
Wells Fargo Advisors February 2012 - September 2012
Merrill Lynch June 2011 - August 2011
Skills
Financial Modeling, Investments, Valuation, Finance, Bloomberg Terminal, Asset Allocation, Insurance, Life Insurance
Education
Southern Methodist University 2009 — 2013
Finance
Southern Methodist University - Cox School of Business 2009 — 2013
Brown University 2008 — 2008
Summer Scholars Program, English
Alamo Heights
Angel Lee Angel Lee's Wells Fargo Advisors Experience June 2011 - August 2011
Job Business Strategy & Analytics @ LinkedIn
Industry Internet
Experience
LinkedIn July 2014 - Present
McKinsey & Company June 2013 - August 2013
Bank of America Merrill Lynch June 2012 - August 2012
Wells Fargo Advisors June 2011 - August 2011
Ivy Insiders May 2011 - August 2011
Skills
Strategy, Leadership, Problem Solving, Data Analysis, Public Speaking, Research, Financial Modeling, SQL, Microsoft Excel, PowerPoint
Education
Brown University 2010 — 2014
Bachelor of Arts (BA), Economics
Harvard Business School 2013 — 2013
Summer Venture in Management Program
El Camino Real High School 2006 — 2010
LinkedIn July 2014 - Present
McKinsey & Company June 2013 - August 2013
Bank of America Merrill Lynch June 2012 - August 2012
Wells Fargo Advisors June 2011 - August 2011
Ivy Insiders May 2011 - August 2011
Skills
Strategy, Leadership, Problem Solving, Data Analysis, Public Speaking, Research, Financial Modeling, SQL, Microsoft Excel, PowerPoint
Education
Brown University 2010 — 2014
Bachelor of Arts (BA), Economics
Harvard Business School 2013 — 2013
Summer Venture in Management Program
El Camino Real High School 2006 — 2010
Charlie Fogarty's Wells Fargo Advisors Experience June 2011 - August 2011
Job Jr. Business Analyst at Paddle8
Industry Higher Education
Experience
Paddle8 June 2015 - Present
Paddle8 June 2014 - Present
Paddle8 June 2013 - August 2013
Christie's June 2012 - July 2012
Wells Fargo Advisors June 2011 - August 2011
Harvard-Westlake Jazz Festival September 2008 - April 2009
Skills
Public Speaking, Research, PowerPoint, Microsoft Excel, Higher Education, Marketing, Economics, Microsoft Word, Teamwork, Adobe Illustrator CS6
Education
Bowdoin College 2010 — 2014
Bachelor of Arts (B.A.), Economics, Senior
Harvard-Westlake School 2004 — 2010
Paddle8 June 2015 - Present
Paddle8 June 2014 - Present
Paddle8 June 2013 - August 2013
Christie's June 2012 - July 2012
Wells Fargo Advisors June 2011 - August 2011
Harvard-Westlake Jazz Festival September 2008 - April 2009
Skills
Public Speaking, Research, PowerPoint, Microsoft Excel, Higher Education, Marketing, Economics, Microsoft Word, Teamwork, Adobe Illustrator CS6
Education
Bowdoin College 2010 — 2014
Bachelor of Arts (B.A.), Economics, Senior
Harvard-Westlake School 2004 — 2010
Ronald Goodson Ronald Goodson's Wells Fargo Advisors Experience May 1997 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors May 1997 - Present
Education
Drake University
Finance
Southwestern Community College
Buena Vista University
Business Management
Wells Fargo Advisors May 1997 - Present
Education
Drake University
Finance
Southwestern Community College
Buena Vista University
Business Management
Darrel Trost Darrel Trost's Wells Fargo Advisors Experience July 2007 - Present
Job Managing DirectorInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors July 2007 - Present
Wells Fargo Advisors February 1997 - July 2007
Smith Barney, Harris Upham April 1978 - June 1992
Skills
Wealth Management, Asset Allocation, Retirement Planning, Investment Advisory, Mutual Funds, Investment Strategies, Investments, Securities, Portfolio Management, Equities, Fixed Income, Asset Management, Retirement, Wealth Management..., Financial Advisory
Education
Brigham Young University 1972 — 1978
Master of Business Administration (MBA)
Mt. San Antonio College 1971 — 1972
Royal Oak High School
Royal Oaki High School
Wells Fargo Advisors July 2007 - Present
Wells Fargo Advisors February 1997 - July 2007
Smith Barney, Harris Upham April 1978 - June 1992
Skills
Wealth Management, Asset Allocation, Retirement Planning, Investment Advisory, Mutual Funds, Investment Strategies, Investments, Securities, Portfolio Management, Equities, Fixed Income, Asset Management, Retirement, Wealth Management..., Financial Advisory
Education
Brigham Young University 1972 — 1978
Master of Business Administration (MBA)
Mt. San Antonio College 1971 — 1972
Royal Oak High School
Royal Oaki High School
Cassandra Keller's Wells Fargo Advisors Experience February 2014 - Present
Job Senior Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors February 2014 - Present
Grant Thornton April 2012 - February 2014
Wells Fargo Advisors 2009 - 2012
Wells Fargo Bank March 2008 - March 2009
Edward Jones Investments June 2006 - February 2008
Skills
•Client Interface, Process Improvement, Detail Oriented, Internal and External..., Critical Thinking, Strategic Planning, Problem Solving, Microsoft Word
Education
Bradley University 2002 — 2006
Bachelors of Science, Marketing
Wells Fargo Advisors February 2014 - Present
Grant Thornton April 2012 - February 2014
Wells Fargo Advisors 2009 - 2012
Wells Fargo Bank March 2008 - March 2009
Edward Jones Investments June 2006 - February 2008
Skills
•Client Interface, Process Improvement, Detail Oriented, Internal and External..., Critical Thinking, Strategic Planning, Problem Solving, Microsoft Word
Education
Bradley University 2002 — 2006
Bachelors of Science, Marketing
Robert F. Ibrahim, AWMA, CRPC, ARPC, CMFC Robert F. Ibrahim, AWMA, CRPC, ARPC, CMFC's Wells Fargo Advisors Experience May 2009 - April 2013
Job First Vice President Wealth Management at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott April 2013 - Present
Wells Fargo Advisors May 2009 - April 2013
Merrill Lynch/Bank of America September 1992 - May 2009
Skills
Investment Advisory, Asset Allocation, Certified Financial..., Certified Financial..., Financial Planning, IRAs, ETFs, Investment Strategies, Mutual Funds, 401(k), Alternative Investments, Investment Management, Fixed Income, Estate Planning, Investments, Asset Management, Advanced Retirement..., Series 7, Series 63, Series 65, Life and Health, Wealth Management, Retirement Planning, Asset and Income..., Portfolio Management, Strategic Financial..., Advanced Stock Option..., Corporate Cash..., Life Insurance Analysis, Executive Deferred..., New Comparability/Cross..., Advanced Lending..., Uniform Combined State..., 401k, Microsoft Office, Wealth Management..., Wealth, FINRA, Retirement, Deferred Compensation, Financial Advisory, Cash Management, Securities, Bonds, Life Insurance, CFM
Education
Bucknell University 1980 — 1984
Bachelor of Arts (B.A.), Double Major - Economics and Sociology
North Brunswick Twp H.S. 1976 — 1980
High School Diploma, General Studies
Janney Montgomery Scott April 2013 - Present
Wells Fargo Advisors May 2009 - April 2013
Merrill Lynch/Bank of America September 1992 - May 2009
Skills
Investment Advisory, Asset Allocation, Certified Financial..., Certified Financial..., Financial Planning, IRAs, ETFs, Investment Strategies, Mutual Funds, 401(k), Alternative Investments, Investment Management, Fixed Income, Estate Planning, Investments, Asset Management, Advanced Retirement..., Series 7, Series 63, Series 65, Life and Health, Wealth Management, Retirement Planning, Asset and Income..., Portfolio Management, Strategic Financial..., Advanced Stock Option..., Corporate Cash..., Life Insurance Analysis, Executive Deferred..., New Comparability/Cross..., Advanced Lending..., Uniform Combined State..., 401k, Microsoft Office, Wealth Management..., Wealth, FINRA, Retirement, Deferred Compensation, Financial Advisory, Cash Management, Securities, Bonds, Life Insurance, CFM
Education
Bucknell University 1980 — 1984
Bachelor of Arts (B.A.), Double Major - Economics and Sociology
North Brunswick Twp H.S. 1976 — 1980
High School Diploma, General Studies
Dan Christ, CFP® Dan Christ, CFP®'s Wells Fargo Advisors Experience April 2015 - Present
Job Vice President Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors April 2015 - Present
Wells Fargo Advisors February 2009 - April 2015
Merrill Lynch April 1987 - February 2009
Education
Bowling Green State University 1977 — 1981
Bachelor of Business Administration (B.B.A.), Accounting
Wells Fargo Advisors April 2015 - Present
Wells Fargo Advisors February 2009 - April 2015
Merrill Lynch April 1987 - February 2009
Education
Bowling Green State University 1977 — 1981
Bachelor of Business Administration (B.B.A.), Accounting
Lisa LeTavish Lisa LeTavish's Wells Fargo Advisors Experience January 2000 - January 2001
Job Staff Accountant at SpotXchange
Industry Accounting
Experience
SpotXchange March 2015 - Present
Nationstar Mortgage November 2013 - September 2014
Straight Flight Inc, A wholly owned subsidiary of Sierra Nevada Corp. September 2012 - September 2013
Strion Air November 2011 - February 2012
ePlan Services, Inc./Paychex July 2010 - November 2011
Wachovia Securities, LLC 2000 - 2009
Wells Fargo Advisors January 2000 - January 2001
Keytronics Inc June 1997 - September 1999
PAC Sign Co May 1995 - December 1996
Skills
Account Reconciliation, Accounts Payable, Accounting, Payroll, General Ledger, Financial Analysis, Financial Reporting, Reconciliation, Oracle SQL, AS400 system, Microsoft Excel, Microsoft Word, Internet, Outlook Express, QuickBooks, Great Plains Software, Bank Reconciliation, Mortgage Servicing, PeopleSoft, Sales Commission, Compensation & Benefits..., Securities, Accounts Receivable, Internal Audit, Training, Finance, Customer Service
Education
Strayer University 2004 — 2006
Bachelors, Business Administration
Broome Community College 1996 — 1998
Associates, Business Management
Broome Community College 1990 — 1992
Associates, Accounting
SpotXchange March 2015 - Present
Nationstar Mortgage November 2013 - September 2014
Straight Flight Inc, A wholly owned subsidiary of Sierra Nevada Corp. September 2012 - September 2013
Strion Air November 2011 - February 2012
ePlan Services, Inc./Paychex July 2010 - November 2011
Wachovia Securities, LLC 2000 - 2009
Wells Fargo Advisors January 2000 - January 2001
Keytronics Inc June 1997 - September 1999
PAC Sign Co May 1995 - December 1996
Skills
Account Reconciliation, Accounts Payable, Accounting, Payroll, General Ledger, Financial Analysis, Financial Reporting, Reconciliation, Oracle SQL, AS400 system, Microsoft Excel, Microsoft Word, Internet, Outlook Express, QuickBooks, Great Plains Software, Bank Reconciliation, Mortgage Servicing, PeopleSoft, Sales Commission, Compensation & Benefits..., Securities, Accounts Receivable, Internal Audit, Training, Finance, Customer Service
Education
Strayer University 2004 — 2006
Bachelors, Business Administration
Broome Community College 1996 — 1998
Associates, Business Management
Broome Community College 1990 — 1992
Associates, Accounting
Tim Toennies Tim Toennies's Wells Fargo Advisors Experience May 2011 - September 2011
Job Manager at Saint Louis University
Industry Information Technology and Services
Experience
Saint Louis University May 2014 - Present
Saint Louis University January 2015 - May 2015
Saint Louis University September 2011 - May 2014
Wells Fargo Advisors May 2011 - September 2011
Valorem Consulting Group, LLC October 2009 - June 2011
Covenant Technology Partners May 2006 - October 2009
Energizer 2008 - 2008
A.G. Edwards, Inc. November 2000 - March 2006
A.G. Edwards & Sons, Inc. 2001 - 2006
DCSI 1992 - 1996
Skills
SQL Server, Business Intelligence, SSIS, Data Warehousing, SSRS, T-SQL, ETL, SQL, Databases, SSAS, Windows Server, Windows, Database Administration, Active Directory, Visio, PowerShell, Microsoft SQL Server, Enterprise Software, IT Strategy, SDLC, C#, Analysis Services, ASP.NET, SharePoint, Visual Studio, Enterprise Architecture, Oracle
Education
University of Missouri-Rolla 1991 — 1994
MS, Engineering Management
Bradley University 1982 — 1987
BSEE, Electrical Engineering
Mater Dei High School 1978 — 1982
High School, High School
Saint Louis University May 2014 - Present
Saint Louis University January 2015 - May 2015
Saint Louis University September 2011 - May 2014
Wells Fargo Advisors May 2011 - September 2011
Valorem Consulting Group, LLC October 2009 - June 2011
Covenant Technology Partners May 2006 - October 2009
Energizer 2008 - 2008
A.G. Edwards, Inc. November 2000 - March 2006
A.G. Edwards & Sons, Inc. 2001 - 2006
DCSI 1992 - 1996
Skills
SQL Server, Business Intelligence, SSIS, Data Warehousing, SSRS, T-SQL, ETL, SQL, Databases, SSAS, Windows Server, Windows, Database Administration, Active Directory, Visio, PowerShell, Microsoft SQL Server, Enterprise Software, IT Strategy, SDLC, C#, Analysis Services, ASP.NET, SharePoint, Visual Studio, Enterprise Architecture, Oracle
Education
University of Missouri-Rolla 1991 — 1994
MS, Engineering Management
Bradley University 1982 — 1987
BSEE, Electrical Engineering
Mater Dei High School 1978 — 1982
High School, High School
Bryce L. Unruh, CFP® Bryce L. Unruh, CFP®'s Wells Fargo Advisors Experience April 1994 - Present
Job Financial Advisor, Managing DirectorInvestment Officer at Wells Fargo Advisors,LLC.
Industry Financial Services
Experience
Wells Fargo Advisors April 1994 - Present
Skills
Retirement Planning, 401k, IRAs, Asset Allocation, Investment Strategies, 529 Plans, Financial Advisory, Fixed Annuities, Mutual Funds
Education
Bradley University 1976 — 1980
Bachelors Degree, Business
Richwoods High School 1973 — 1976
Wells Fargo Advisors April 1994 - Present
Skills
Retirement Planning, 401k, IRAs, Asset Allocation, Investment Strategies, 529 Plans, Financial Advisory, Fixed Annuities, Mutual Funds
Education
Bradley University 1976 — 1980
Bachelors Degree, Business
Richwoods High School 1973 — 1976
Caroline Cutler Caroline Cutler's Wells Fargo Advisors Experience June 2014 - August 2014
Job Summer Analyst in Equity Capital Markets at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2015 - Present
Wells Fargo Advisors June 2014 - August 2014
QuadJobs May 2014 - June 2014
Wells Fargo Advisors May 2013 - July 2013
Bailiwick Club June 2011 - August 2012
Education
Bucknell University 2012 — 2016
Bachelor's degree, Economics, Political Science
The London School of Economics and Political Science (LSE) 2013 — 2013
Summer Program
Greenwich Academy 1998 — 2012
Bank of America Merrill Lynch June 2015 - Present
Wells Fargo Advisors June 2014 - August 2014
QuadJobs May 2014 - June 2014
Wells Fargo Advisors May 2013 - July 2013
Bailiwick Club June 2011 - August 2012
Education
Bucknell University 2012 — 2016
Bachelor's degree, Economics, Political Science
The London School of Economics and Political Science (LSE) 2013 — 2013
Summer Program
Greenwich Academy 1998 — 2012
Nelson S. Burbank, Jr. Nelson S. Burbank, Jr.'s Wells Fargo Advisors Experience April 1984 - May 2013
Job Financial Advisor at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
York Investment Partners, an independent firm. May 2013 - Present
Raymond James Financial Services Inc. May 2013 - Present
Wells Fargo Advisors April 1984 - May 2013
Congoleum Corporation February 1980 - March 1984
Education
Boston University - School of Management
Bachelor of Business Administration (BBA), Accounting and Finance
Southern New Hampshire University
Master of Business Administration (MBA), Accounting and Finance
York Investment Partners, an independent firm. May 2013 - Present
Raymond James Financial Services Inc. May 2013 - Present
Wells Fargo Advisors April 1984 - May 2013
Congoleum Corporation February 1980 - March 1984
Education
Boston University - School of Management
Bachelor of Business Administration (BBA), Accounting and Finance
Southern New Hampshire University
Master of Business Administration (MBA), Accounting and Finance
Lee Dickson Lee Dickson's Wells Fargo Advisors Experience November 2007 - October 2010
Job Owner of Helen Square Development Retail Stores
Industry Health, Wellness and Fitness
Experience
Juice PLUS+ International franchise October 2010 - Present
Helen Square Development October 2010 - Present
Wells Fargo Advisors November 2007 - October 2010
Education
Brenau University 1992 — 1996
Master of Business Administration (MBA)
North Georgia College and State University 1986 — 1988
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Juice PLUS+ International franchise October 2010 - Present
Helen Square Development October 2010 - Present
Wells Fargo Advisors November 2007 - October 2010
Education
Brenau University 1992 — 1996
Master of Business Administration (MBA)
North Georgia College and State University 1986 — 1988
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Peter Fromer's Wells Fargo Advisors Experience November 2010 - February 2012
Job Lead Program Manager at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF May 2014 - Present
Fidelity Investments April 2012 - Present
Forrester Research September 2013 - March 2014
Wells Fargo Advisors November 2010 - February 2012
Fidelity Investments March 2009 - October 2010
Fidelity Investments (PWI) October 2007 - July 2009
PRF Consulting April 1996 - January 2000
Interactive Data 1978 - 1995
Interactive Data December 1989 - August 1992
Interactive Data Corporation August 1985 - December 1989
Skills
SDLC, Business Analysis, Agile Methodologies, Quality Assurance, Testing, Software Project..., Software Development, Software Documentation, Software Quality..., Project Management, Systems Analysis, Vendor Management, MS Project, Program Management, Requirements Analysis, Process Improvement, SQL, Risk Management, Fixed Income, Mainframe, Team Building, Change Management, Six Sigma, XML, Data Analysis, Product Management, Product Development, PMP, Visual Basic, Disaster Recovery, Business Strategy, User Acceptance Testing, Team Leadership, Automation, Strategic Planning, Platform Delivery..., Process Engineering, C++, Access, Java, DB2, Customer Relations, Problem Solving, Agile, SQL Server, Compliance, Budgeting, Excel, Documentation, Business Management
Education
Boston University
Engineering Computer Science
TIAA-CREF May 2014 - Present
Fidelity Investments April 2012 - Present
Forrester Research September 2013 - March 2014
Wells Fargo Advisors November 2010 - February 2012
Fidelity Investments March 2009 - October 2010
Fidelity Investments (PWI) October 2007 - July 2009
PRF Consulting April 1996 - January 2000
Interactive Data 1978 - 1995
Interactive Data December 1989 - August 1992
Interactive Data Corporation August 1985 - December 1989
Skills
SDLC, Business Analysis, Agile Methodologies, Quality Assurance, Testing, Software Project..., Software Development, Software Documentation, Software Quality..., Project Management, Systems Analysis, Vendor Management, MS Project, Program Management, Requirements Analysis, Process Improvement, SQL, Risk Management, Fixed Income, Mainframe, Team Building, Change Management, Six Sigma, XML, Data Analysis, Product Management, Product Development, PMP, Visual Basic, Disaster Recovery, Business Strategy, User Acceptance Testing, Team Leadership, Automation, Strategic Planning, Platform Delivery..., Process Engineering, C++, Access, Java, DB2, Customer Relations, Problem Solving, Agile, SQL Server, Compliance, Budgeting, Excel, Documentation, Business Management
Education
Boston University
Engineering Computer Science
Terry Kaminsky Terry Kaminsky's Wells Fargo Advisors Experience September 2015 - Present
Job App System Engineer at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors September 2015 - Present
Signature Consultants 2012 - August 2015
Wells Fargo Advisors/Wachovia 2006 - 2011
Wachovia 2002 - 2006
Wachovia/First Union 1998 - 2001
KB Toys 1998 - 1998
GE Plastics 1996 - 1998
Telecommunications Initiative Project 1995 - 1996
Skills
COBOL, VSAM, SPUFI, Xpediter, Endevor, Easytrieve, Syncsort, Fileaid, DB2/SQL, CICS, JCL, NDM, Mainframe, QMF, Autosys, Access, APS, Analysis, TSO, Requirements Analysis, SDLC, WebSphere MQ, IMS DB/DC, Databases, SQL, System Testing, Systems Analysis, Teradata, Visio, DB2, Data Warehousing, Endeavor, FTP, Requirements Gathering, Business Requirements, Business Analysis, Unix, Oracle, Quality Assurance, User Acceptance Testing, PL/SQL, Test Planning
Education
Boston University
Bachelor of Liberal Studies, Social History of Industrial America, 3.4
Hudson Valley Community College
Associate’s in Applied Science, Computer Information Systems, 3.78
Wells Fargo Advisors September 2015 - Present
Signature Consultants 2012 - August 2015
Wells Fargo Advisors/Wachovia 2006 - 2011
Wachovia 2002 - 2006
Wachovia/First Union 1998 - 2001
KB Toys 1998 - 1998
GE Plastics 1996 - 1998
Telecommunications Initiative Project 1995 - 1996
Skills
COBOL, VSAM, SPUFI, Xpediter, Endevor, Easytrieve, Syncsort, Fileaid, DB2/SQL, CICS, JCL, NDM, Mainframe, QMF, Autosys, Access, APS, Analysis, TSO, Requirements Analysis, SDLC, WebSphere MQ, IMS DB/DC, Databases, SQL, System Testing, Systems Analysis, Teradata, Visio, DB2, Data Warehousing, Endeavor, FTP, Requirements Gathering, Business Requirements, Business Analysis, Unix, Oracle, Quality Assurance, User Acceptance Testing, PL/SQL, Test Planning
Education
Boston University
Bachelor of Liberal Studies, Social History of Industrial America, 3.4
Hudson Valley Community College
Associate’s in Applied Science, Computer Information Systems, 3.78
Betsy Hornbeck Betsy Hornbeck's Wells Fargo Advisors Experience June 2013 - Present
Job Sr. QA Coordinator at Wells Fargo Securities
Industry Information Technology and Services
Experience
Wells Fargo Securities March 2015 - Present
Wells Fargo Advisors June 2013 - Present
TEKsystems December 2011 - June 2013
Scottrade April 2011 - December 2011
Scottrade February 2009 - April 2011
Washington University School of Medicine March 1995 - May 2008
Anheuser-Busch Companies 2008 - 2008
St. Louis Zoological Park January 1992 - March 1995
Skills
HTML, Quality Assurance, Business Analysis, Visio, Dreamweaver, PowerPoint, Databases, CSS, SAS Programming, SQL, Data Analysis, Business Requirements, IBM Data Studio, Technical Documentation, GUI Testing, System Testing, Software Project..., Technical Writing, Network Diagrams, Defect Tracking, Web Usability, User Acceptance Testing, Test Planning, Analysis, Software Documentation, Requirements Analysis, Quality Center, Regression Testing, SnagIt, Software Quality..., Test Cases, Requirements Gathering, Testing, SDLC, Thomson BETA Systems, Ipreo Syndicate Trading..., Production Support, Integration, Systems Analysis, Web Applications, Microsoft SQL Server, SharePoint, Agile Methodologies, Waterfall, XML, SAS programming, Usability, HP Quality Center
Education
Colorado State University 1985 — 1987
B.S., Zoology
Washington University in St. Louis
Bryn Mawr College
Crossroads High School
Wells Fargo Securities March 2015 - Present
Wells Fargo Advisors June 2013 - Present
TEKsystems December 2011 - June 2013
Scottrade April 2011 - December 2011
Scottrade February 2009 - April 2011
Washington University School of Medicine March 1995 - May 2008
Anheuser-Busch Companies 2008 - 2008
St. Louis Zoological Park January 1992 - March 1995
Skills
HTML, Quality Assurance, Business Analysis, Visio, Dreamweaver, PowerPoint, Databases, CSS, SAS Programming, SQL, Data Analysis, Business Requirements, IBM Data Studio, Technical Documentation, GUI Testing, System Testing, Software Project..., Technical Writing, Network Diagrams, Defect Tracking, Web Usability, User Acceptance Testing, Test Planning, Analysis, Software Documentation, Requirements Analysis, Quality Center, Regression Testing, SnagIt, Software Quality..., Test Cases, Requirements Gathering, Testing, SDLC, Thomson BETA Systems, Ipreo Syndicate Trading..., Production Support, Integration, Systems Analysis, Web Applications, Microsoft SQL Server, SharePoint, Agile Methodologies, Waterfall, XML, SAS programming, Usability, HP Quality Center
Education
Colorado State University 1985 — 1987
B.S., Zoology
Washington University in St. Louis
Bryn Mawr College
Crossroads High School
Richard Rothschild Richard Rothschild's Wells Fargo Advisors Experience February 2009 - Present
Job Senior Vice President Investments at The BRW Group of Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors February 2009 - Present
Citi Smith Barney September 1985 - February 2009
Skills
Investments, Asset Allocation, Wealth Preservation..., Multi-generational..., Retirement Planning, Risk Management, Fixed Income Strategies, Business Owner Planning, Financial Advisory, Insurance, 401k Rollovers
Education
Bucknell University 1974 — 1978
Bachelor of Arts (B.A.), Economics
Wells Fargo Advisors February 2009 - Present
Citi Smith Barney September 1985 - February 2009
Skills
Investments, Asset Allocation, Wealth Preservation..., Multi-generational..., Retirement Planning, Risk Management, Fixed Income Strategies, Business Owner Planning, Financial Advisory, Insurance, 401k Rollovers
Education
Bucknell University 1974 — 1978
Bachelor of Arts (B.A.), Economics
Jason Goeller Jason Goeller's Wells Fargo Advisors Experience April 2011 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors April 2011 - Present
Morgan Stanley Smith Barney January 2006 - December 2010
Legg Mason Wood Walker, Inc. March 2003 - December 2005
Skills
Retirement Planning, Finance, Mutual Funds, Financial Services, Investments, Risk Management, Small Business, Personal Finance, Alternative Investments, IRAs, 401k Rollovers, Capital Markets, Retirement, Asset Allocation, Investment Management, 529 Plans, Securities, Financial Advisory
Education
Bucknell University 1994 — 1998
BSBA, Accounting
Wells Fargo Advisors April 2011 - Present
Morgan Stanley Smith Barney January 2006 - December 2010
Legg Mason Wood Walker, Inc. March 2003 - December 2005
Skills
Retirement Planning, Finance, Mutual Funds, Financial Services, Investments, Risk Management, Small Business, Personal Finance, Alternative Investments, IRAs, 401k Rollovers, Capital Markets, Retirement, Asset Allocation, Investment Management, 529 Plans, Securities, Financial Advisory
Education
Bucknell University 1994 — 1998
BSBA, Accounting
Richard Elwood, CRPC® Richard Elwood, CRPC®'s Wells Fargo Advisors Experience April 2009 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors April 2009 - Present
Smith Barney May 1996 - April 2009
Paine Webber May 1989 - May 1996
Skills
Retirement Planning, Asset Allocation, Mutual Funds, Investments, Retirement, Securities, Investment Strategies, Alternative Investments, Equities
Education
Syracuse University 1960 — 1964
Bachelor of Science (B.S.), Business Administration and Management, General
Brooklyn Law School 1964 — 1967
Doctor of Law (J.D.)
Wells Fargo Advisors April 2009 - Present
Smith Barney May 1996 - April 2009
Paine Webber May 1989 - May 1996
Skills
Retirement Planning, Asset Allocation, Mutual Funds, Investments, Retirement, Securities, Investment Strategies, Alternative Investments, Equities
Education
Syracuse University 1960 — 1964
Bachelor of Science (B.S.), Business Administration and Management, General
Brooklyn Law School 1964 — 1967
Doctor of Law (J.D.)
Robert M. Savage Robert M. Savage's Wells Fargo Advisors Experience August 2011 - Present
Job Financial Advisor with Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors August 2011 - Present
Merrill Lynch February 2007 - August 2011
Northwestern Mutual May 2005 - February 2007
Massachusetts Export Center 2004 - 2005
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investments, Investment Strategies, Asset Allocation, Estate Planning, Financial Advisory, High Net Worth..., Employee Stock Options, Executive Benefit..., Finance
Education
Boston University
Financial Planning
University of Massachusetts Dartmouth
Marketing, International Finance
Wells Fargo Advisors August 2011 - Present
Merrill Lynch February 2007 - August 2011
Northwestern Mutual May 2005 - February 2007
Massachusetts Export Center 2004 - 2005
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investments, Investment Strategies, Asset Allocation, Estate Planning, Financial Advisory, High Net Worth..., Employee Stock Options, Executive Benefit..., Finance
Education
Boston University
Financial Planning
University of Massachusetts Dartmouth
Marketing, International Finance
Jill Koehler Jill Koehler's Wells Fargo Advisors Experience January 1985 - Present
Job Sr. Vice President at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 1985 - Present
Merrill Lynch 1977 - 1985
Marathon Oil Corporation 1975 - 1977
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Research, Outlook, Teaching, Public Speaking
Education
Bowling Green State University
Master of Business Administration (MBA), Finance and Financial Management Services
The Ohio State University
Wells Fargo Advisors January 1985 - Present
Merrill Lynch 1977 - 1985
Marathon Oil Corporation 1975 - 1977
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Research, Outlook, Teaching, Public Speaking
Education
Bowling Green State University
Master of Business Administration (MBA), Finance and Financial Management Services
The Ohio State University
Obed Alan Landeros Obed Alan Landeros's Wells Fargo Advisors Experience January 2013 - Present
Job Personal Banker II at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2013 - Present
JPMorgan Chase March 2011 - December 2012
Kin-Care Medical and Mobility, Inc. April 2010 - February 2011
Skills
Banking, Management, Finance, Analysis, Leadership, Sales, Accounting, Account Reconciliation, Accounts Payable, Auditing, Customer Service, Negotiation, Invoicing, Payments, Small Business, Outsourcing, Investment Properties
Education
Florida International University - College of Business 2014 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
Florida International University 2008 — 2010
Business Administration and Management, General
Broward Community College 2006 — 2008
Business Administration and Management, General
Wells Fargo Advisors January 2013 - Present
JPMorgan Chase March 2011 - December 2012
Kin-Care Medical and Mobility, Inc. April 2010 - February 2011
Skills
Banking, Management, Finance, Analysis, Leadership, Sales, Accounting, Account Reconciliation, Accounts Payable, Auditing, Customer Service, Negotiation, Invoicing, Payments, Small Business, Outsourcing, Investment Properties
Education
Florida International University - College of Business 2014 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
Florida International University 2008 — 2010
Business Administration and Management, General
Broward Community College 2006 — 2008
Business Administration and Management, General
Carmen McCarthy's Wells Fargo Advisors Experience December 2009 - June 2011
Job Marketing & Communications
Industry Marketing and Advertising
Experience
Alliance Benefit Group - Illinois April 2014 - Present
Marquette Group September 2013 - March 2014
Alliance Benefit Group - Illinois June 2011 - September 2013
Wells Fargo Advisors December 2009 - June 2011
Simantel April 2006 - April 2009
Skills
Six Sigma - Green Belt, Account Management, Copywriting, Marketing Communications, Advertising, Marketing, Marketing Strategy, Lead Generation, Leadership, Microsoft Office, Social Media, Strategic Planning
Education
Bradley University 1998 — 2001
Bachelor of Science (B.S.), Theater and Business Management
Alliance Benefit Group - Illinois April 2014 - Present
Marquette Group September 2013 - March 2014
Alliance Benefit Group - Illinois June 2011 - September 2013
Wells Fargo Advisors December 2009 - June 2011
Simantel April 2006 - April 2009
Skills
Six Sigma - Green Belt, Account Management, Copywriting, Marketing Communications, Advertising, Marketing, Marketing Strategy, Lead Generation, Leadership, Microsoft Office, Social Media, Strategic Planning
Education
Bradley University 1998 — 2001
Bachelor of Science (B.S.), Theater and Business Management
Dean S. Bennion Dean S. Bennion's Wells Fargo Advisors Experience April 1997 - July 2013
Job Managing Partner at Kimball Creek Partners
Industry Investment Management
Experience
Kimball Creek Partners July 2013 - Present
Wells Fargo Advisors April 1997 - July 2013
Piper Jaffray 1995 - 1997
Shearson Lehman Brothers April 1989 - April 1995
ScotiaMcLeod June 1987 - April 1989
Skills
Portfolio Management, Investment Strategies, Investment Advisory, Structured Products, Wealth Management, Asset Allocation, Certified Financial..., Wealth Management..., High Net Worth..., Alternative Investments, Strategic Financial..., Retirement Planning, Series 63, Series 7, Series 9-10, Investments, Investment Management, Equities, Fixed Income, Securities, Financial Advisory, Finance, Risk Management
Education
Thunderbird School of Global Management 1986 — 1987
Master of International Management, International Finance and Trade
University of Washington 1983 — 1986
Bachelor of Arts (B.A.), Business (Finance concentration)
Brigham Young University 1982 — 1983
Pre- Business, Spanish
Kimball Creek Partners July 2013 - Present
Wells Fargo Advisors April 1997 - July 2013
Piper Jaffray 1995 - 1997
Shearson Lehman Brothers April 1989 - April 1995
ScotiaMcLeod June 1987 - April 1989
Skills
Portfolio Management, Investment Strategies, Investment Advisory, Structured Products, Wealth Management, Asset Allocation, Certified Financial..., Wealth Management..., High Net Worth..., Alternative Investments, Strategic Financial..., Retirement Planning, Series 63, Series 7, Series 9-10, Investments, Investment Management, Equities, Fixed Income, Securities, Financial Advisory, Finance, Risk Management
Education
Thunderbird School of Global Management 1986 — 1987
Master of International Management, International Finance and Trade
University of Washington 1983 — 1986
Bachelor of Arts (B.A.), Business (Finance concentration)
Brigham Young University 1982 — 1983
Pre- Business, Spanish
Nick Walker (OPEN NETWORKER)'s Wells Fargo Advisors Experience May 2007 - December 2009
Job Sr. Consultant International Trade/Marketing
Industry Information Technology and Services
Experience
Confidential March 2012 - Present
Dell February 2009 - January 2012
Wells Fargo Advisors May 2007 - December 2009
Skills
Project Management, Operations Management, Leadership, Strategic Planning, Business Analysis, Program Management, Sales Operations, Manage Client...
Education
Boston University 2005 — 2007
Master of Business Administration (M.B.A.), International Business, Trade, and Tax Law
Confidential March 2012 - Present
Dell February 2009 - January 2012
Wells Fargo Advisors May 2007 - December 2009
Skills
Project Management, Operations Management, Leadership, Strategic Planning, Business Analysis, Program Management, Sales Operations, Manage Client...
Education
Boston University 2005 — 2007
Master of Business Administration (M.B.A.), International Business, Trade, and Tax Law
Betty Schultze CFP® Betty Schultze CFP®'s Wells Fargo Advisors Experience October 2011 - Present
Job Senior Financial Advisor, Senior Vice President Investments at Wells Fargo Advisors., LLC.
Industry Financial Services
Experience
Wells Fargo Advisors October 2011 - Present
Northern Trust Securities, Inc. October 1992 - September 2011
Michigan National Corp. October 1985 - April 1992
Skills
Investments, Insurance, Finance, Asset Allocation, Mutual Funds, Wealth, Retirement Planning
Education
Bowling Green State University
Bachelor of Arts
Wells Fargo Advisors October 2011 - Present
Northern Trust Securities, Inc. October 1992 - September 2011
Michigan National Corp. October 1985 - April 1992
Skills
Investments, Insurance, Finance, Asset Allocation, Mutual Funds, Wealth, Retirement Planning
Education
Bowling Green State University
Bachelor of Arts
Kevin Kesler Kevin Kesler's Wells Fargo Advisors Experience February 2009 - Present
Job Senior Financial Advisor, Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors February 2009 - Present
UBS Wealth Management September 2000 - February 2009
First Security Investor Services March 1993 - September 2000
Dean Witter 1988 - 1993
Education
Brigham Young University 1981 — 1983
BA, Political Science
Wells Fargo Advisors February 2009 - Present
UBS Wealth Management September 2000 - February 2009
First Security Investor Services March 1993 - September 2000
Dean Witter 1988 - 1993
Education
Brigham Young University 1981 — 1983
BA, Political Science
Barrett Rydell Barrett Rydell's Wells Fargo Advisors Experience February 2012 - Present
Job Senior Vice President Investments, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors February 2012 - Present
Lima Memorial Health System January 2006 - Present
Stifel Nicolaus & Company, Inc September 2009 - February 2012
UBS Financial Services 2007 - 2009
McDonald Investments, Inc October 1984 - February 2007
Lima Memorial Hospital January 1990 - December 1996
Timmerman Sales Company April 1975 - September 1984
The Ohio Company January 1974 - April 1975
Columbia Gas System Service Corporation 1970 - 1974
Marathon Oil Company 1967 - 1970
Skills
Investments, Mutual Funds, Securities, Retirement Planning, Financial Analysis, Alternative Investments, Registered Investment..., Bonds, Fixed Income, Equities, Capital Markets, Strategic Investment..., Asset Allocation, Finance, Series 65, Leadership, Team Building
Education
Bowling Green State University 1969 — 1970
Post Grad - Economics
Ohio Northern University 1962 — 1966
BA & BS, Economics, Finance and Bus. Adm.
William A Shine, Great Neck South H S 1958 — 1962
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Wells Fargo Advisors February 2012 - Present
Lima Memorial Health System January 2006 - Present
Stifel Nicolaus & Company, Inc September 2009 - February 2012
UBS Financial Services 2007 - 2009
McDonald Investments, Inc October 1984 - February 2007
Lima Memorial Hospital January 1990 - December 1996
Timmerman Sales Company April 1975 - September 1984
The Ohio Company January 1974 - April 1975
Columbia Gas System Service Corporation 1970 - 1974
Marathon Oil Company 1967 - 1970
Skills
Investments, Mutual Funds, Securities, Retirement Planning, Financial Analysis, Alternative Investments, Registered Investment..., Bonds, Fixed Income, Equities, Capital Markets, Strategic Investment..., Asset Allocation, Finance, Series 65, Leadership, Team Building
Education
Bowling Green State University 1969 — 1970
Post Grad - Economics
Ohio Northern University 1962 — 1966
BA & BS, Economics, Finance and Bus. Adm.
William A Shine, Great Neck South H S 1958 — 1962
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Jim Trezona Jim Trezona's Wells Fargo Advisors Experience November 2001 - November 2002
Job Investment Advisor Representative, CRPC®
Industry Financial Services
Experience
Financial Engines December 2011 - Present
Financial Engines June 2011 - December 2011
MFS Investment Management February 2008 - April 2011
GMAC REAL ESTATE March 2005 - March 2008
Vanguard January 2003 - July 2006
Wells Fargo Advisors November 2001 - November 2002
American Express Financial Advisors September 2000 - November 2001
Rods & Resto's December 1998 - August 2000
Donaldson February 1994 - November 1998
Various 1990 - 1993
Skills
Outstanding Customer..., Financial Analysis, Problem Solving, Logistics, Leadership Development, Retirement, Talent Acquisition, Asset Allocation, IRAs, Financial Services, Strategic Financial..., Retirement Planning, Performance Management, 401k, Sales, Investments, Coaching, Strategic Planning, Process Improvement, Call Center, Investment Strategies, Analysis, Investment Management, Project Management, Account Management, Series 65, Financial Advisory, Relationship Management, Training, Building Relationships, Customer Service, Financial Planning
Education
Michigan Technological University 1981 — 1983
Brown College 1979 — 1980
Diploma & 1st Class FCC License, Radio and Television Broadcasting
Northwestern Military & Naval Academy 1967 — 1971
Diploma, College Prep
Financial Engines December 2011 - Present
Financial Engines June 2011 - December 2011
MFS Investment Management February 2008 - April 2011
GMAC REAL ESTATE March 2005 - March 2008
Vanguard January 2003 - July 2006
Wells Fargo Advisors November 2001 - November 2002
American Express Financial Advisors September 2000 - November 2001
Rods & Resto's December 1998 - August 2000
Donaldson February 1994 - November 1998
Various 1990 - 1993
Skills
Outstanding Customer..., Financial Analysis, Problem Solving, Logistics, Leadership Development, Retirement, Talent Acquisition, Asset Allocation, IRAs, Financial Services, Strategic Financial..., Retirement Planning, Performance Management, 401k, Sales, Investments, Coaching, Strategic Planning, Process Improvement, Call Center, Investment Strategies, Analysis, Investment Management, Project Management, Account Management, Series 65, Financial Advisory, Relationship Management, Training, Building Relationships, Customer Service, Financial Planning
Education
Michigan Technological University 1981 — 1983
Brown College 1979 — 1980
Diploma & 1st Class FCC License, Radio and Television Broadcasting
Northwestern Military & Naval Academy 1967 — 1971
Diploma, College Prep
David Montecinos David Montecinos's Wells Fargo Advisors Experience September 2011 - November 2012
Job Financial Advisor Broker at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management November 2012 - Present
Wells Fargo Advisors September 2011 - November 2012
E*TRADE Financial Corporation September 2007 - September 2011
Education
Western Governors University 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration and Strategy
Brigham Young University 2000 — 2004
Bachelor's degree, Portuguese Language and Literature MINOR Business Management
Morgan Stanley Investment Management November 2012 - Present
Wells Fargo Advisors September 2011 - November 2012
E*TRADE Financial Corporation September 2007 - September 2011
Education
Western Governors University 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration and Strategy
Brigham Young University 2000 — 2004
Bachelor's degree, Portuguese Language and Literature MINOR Business Management
Eric Sugarman Eric Sugarman's Wells Fargo Advisors Experience June 2015 - Present
Job Finance Intern at Well Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors June 2015 - Present
Livingston Youth and Leisure Services June 2014 - August 2014
Buy Buy Baby May 2014 - August 2014
Skills
Sales, Microsoft Word, Microsoft Office, PowerPoint, Retail, Leadership, Management, Customer Service, Team Building, Social Networking, Teamwork, Public Speaking, Social Media, Microsoft Excel, Research, Photoshop, Team Leadership
Education
Brown University 2013 — 2017
Livingston High School 2009 — 2013
High School, 9-12
Wells Fargo Advisors June 2015 - Present
Livingston Youth and Leisure Services June 2014 - August 2014
Buy Buy Baby May 2014 - August 2014
Skills
Sales, Microsoft Word, Microsoft Office, PowerPoint, Retail, Leadership, Management, Customer Service, Team Building, Social Networking, Teamwork, Public Speaking, Social Media, Microsoft Excel, Research, Photoshop, Team Leadership
Education
Brown University 2013 — 2017
Livingston High School 2009 — 2013
High School, 9-12
Andrea R. White Andrea R. White's Wells Fargo Advisors Experience April 1996 - Present
Job Experienced Sr. Registered Client Sales Associate
Industry Financial Services
Experience
Wells Fargo Advisors April 1996 - Present
Skills
Manage client..., Client Services, Relationship Building, Customer Service, Microsoft Office, Time Management, Financial Services, Series 7, Series 63, Series 65
Education
Bowling Green State University 1991 — 1993
Master of Business Administration (M.B.A.), Finance, General
Bowling Green State University 1987 — 1991
Bachelor of Science (B.S.), Human Resources Management and Services
Wells Fargo Advisors April 1996 - Present
Skills
Manage client..., Client Services, Relationship Building, Customer Service, Microsoft Office, Time Management, Financial Services, Series 7, Series 63, Series 65
Education
Bowling Green State University 1991 — 1993
Master of Business Administration (M.B.A.), Finance, General
Bowling Green State University 1987 — 1991
Bachelor of Science (B.S.), Human Resources Management and Services
Richard Ranone's Wells Fargo Advisors Experience April 2000 - Present
Job Senior Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors April 2000 - Present
Education
Bryant University 1983 — 1986
Bachelor of Applied Science (B.A.Sc.), Finance and Busniess Administartion
Wells Fargo Advisors April 2000 - Present
Education
Bryant University 1983 — 1986
Bachelor of Applied Science (B.A.Sc.), Finance and Busniess Administartion
Jesse Ward Jesse Ward's Wells Fargo Advisors Experience March 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
Wells Fargo Advisors March 2015 - Present
Edward Jones March 2009 - March 2015
Skills
Finance, Strategic Planning
Education
Brigham Young University - Idaho
Idaho State University
Wells Fargo Advisors March 2015 - Present
Edward Jones March 2009 - March 2015
Skills
Finance, Strategic Planning
Education
Brigham Young University - Idaho
Idaho State University
Darian Norris Darian Norris's Wells Fargo Advisors Experience July 2014 - Present
Job Brokerage Associate at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors July 2014 - Present
Wells Fargo July 2014 - Present
Northwestern Mutual September 2013 - July 2014
Northwestern Mutual 2012 - June 2013
Education
University of San Diego 2010 — 2013
Bachelor of Arts (B.A.), Communication and Media Studies, Senior
Salt Lake Community College 2009 — 2010
Associate of Science (A.S.), Business/Commerce, General
Bradley University 2008 — 2009
Wells Fargo Advisors July 2014 - Present
Wells Fargo July 2014 - Present
Northwestern Mutual September 2013 - July 2014
Northwestern Mutual 2012 - June 2013
Education
University of San Diego 2010 — 2013
Bachelor of Arts (B.A.), Communication and Media Studies, Senior
Salt Lake Community College 2009 — 2010
Associate of Science (A.S.), Business/Commerce, General
Bradley University 2008 — 2009
Terrence Loftus Terrence Loftus's Wells Fargo Advisors Experience January 2009 - December 2009
Job Sales Associate at Gloria Nilson & Co.
Industry Real Estate
Experience
Gloria Nilson & Co. November 2013 - Present
American Realty Assoc. January 2010 - Present
Wells Fargo Advisors January 2009 - December 2009
UBS October 2001 - December 2009
Centrastate Hospital 1998 - 2006
Prudential Securities September 1992 - October 2001
Skills
First Time Home Buyers, Investment Properties, Real Estate, Residential Homes, Small Business, Short Sales, Relocation, Customer Service, Investors, Marketing, Sellers, Investments, Sales, Leadership, Foreclosures, Selling, Condos, Sales Management, FHA, Mortgage Lending, Single Family Homes, Townhomes, Real Estate Transactions, Referrals, Insurance, REO, New Home Sales, Listings, Real Property, Buyers, Buyer Representation, Luxury, Vacation Homes, Resellers, Refinance, Real Estate Financing, Seniors, Property Management, Residential Mortgages
Education
Brookdale Community College 1973 — 1974
Criminal justice
Gloria Nilson & Co. November 2013 - Present
American Realty Assoc. January 2010 - Present
Wells Fargo Advisors January 2009 - December 2009
UBS October 2001 - December 2009
Centrastate Hospital 1998 - 2006
Prudential Securities September 1992 - October 2001
Skills
First Time Home Buyers, Investment Properties, Real Estate, Residential Homes, Small Business, Short Sales, Relocation, Customer Service, Investors, Marketing, Sellers, Investments, Sales, Leadership, Foreclosures, Selling, Condos, Sales Management, FHA, Mortgage Lending, Single Family Homes, Townhomes, Real Estate Transactions, Referrals, Insurance, REO, New Home Sales, Listings, Real Property, Buyers, Buyer Representation, Luxury, Vacation Homes, Resellers, Refinance, Real Estate Financing, Seniors, Property Management, Residential Mortgages
Education
Brookdale Community College 1973 — 1974
Criminal justice
Karen Vasudavan Karen Vasudavan's Wells Fargo Advisors Experience July 2015 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors July 2015 - Present
Merrill Lynch August 2005 - July 2015
CIBC World Markets January 1998 - December 2002
Merrill Lynch July 1996 - December 1997
Skills
Investment Banking, Investments, Asset Allocation, Equities, Mutual Funds, Alternative Investments, Retirement Planning, Investment Strategies, Financial Analysis, Securities, Finance, Series 63, ETFs, Financial Planning, Series 7, Portfolio Management
Education
Yale University 1994 — 1996
Master’s Degree
Brandeis University 1991 — 1994
BA
Wells Fargo Advisors July 2015 - Present
Merrill Lynch August 2005 - July 2015
CIBC World Markets January 1998 - December 2002
Merrill Lynch July 1996 - December 1997
Skills
Investment Banking, Investments, Asset Allocation, Equities, Mutual Funds, Alternative Investments, Retirement Planning, Investment Strategies, Financial Analysis, Securities, Finance, Series 63, ETFs, Financial Planning, Series 7, Portfolio Management
Education
Yale University 1994 — 1996
Master’s Degree
Brandeis University 1991 — 1994
BA
Lauren Rabadeau, CIMA (R) Lauren Rabadeau, CIMA (R)'s Wells Fargo Advisors Experience February 2015 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors February 2015 - Present
Lord Abbett & Co, LLC March 2013 - January 2015
Lord, Abbett & Co. LLC March 2008 - March 2013
Lord Abbett & Co, LLC February 2005 - February 2008
Lord Abbett & Co, LLC July 2000 - February 2005
Prudential Securitites 1998 - 1999
Skills
Separately Managed..., Mutual Funds, Asset Allocation
Education
Bucknell University 1996 — 2000
BS, Business Administration
YogaWorks Teacher Training
200 Hour Certification
Wells Fargo Advisors February 2015 - Present
Lord Abbett & Co, LLC March 2013 - January 2015
Lord, Abbett & Co. LLC March 2008 - March 2013
Lord Abbett & Co, LLC February 2005 - February 2008
Lord Abbett & Co, LLC July 2000 - February 2005
Prudential Securitites 1998 - 1999
Skills
Separately Managed..., Mutual Funds, Asset Allocation
Education
Bucknell University 1996 — 2000
BS, Business Administration
YogaWorks Teacher Training
200 Hour Certification
Ian Hollander Ian Hollander's Wells Fargo Advisors Experience May 2009 - November 2010
Job Equity Trader at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey July 2011 - Present
UBS Wealth Management March 2011 - July 2011
Sterne Agee January 2011 - March 2011
Pacific Wealth Group November 2010 - February 2011
Wells Fargo Advisors May 2009 - November 2010
Education
Bucknell University 2005 — 2009
Bachelors of Arts, Economics, Political Science
The Kinkaid School
SunTrust Robinson Humphrey July 2011 - Present
UBS Wealth Management March 2011 - July 2011
Sterne Agee January 2011 - March 2011
Pacific Wealth Group November 2010 - February 2011
Wells Fargo Advisors May 2009 - November 2010
Education
Bucknell University 2005 — 2009
Bachelors of Arts, Economics, Political Science
The Kinkaid School
Alan H. Meyers Alan H. Meyers's Wells Fargo Advisors Experience March 1965 - December 2012
Job Retired
Industry Financial Services
Experience
Wells Fargo Advisors March 1965 - December 2012
Education
The American College 2008 — 2008
Chartered Advisor in Philanthropy (CAP®) designation, Philanthropy
College for Financial Planning 1976 — 1977
Certified Financial Planner (CFP®) designation, Financial Planning
Boston University - School of Management 1958 — 1962
BS in Business Administration, Business & Psychology
Wells Fargo Advisors March 1965 - December 2012
Education
The American College 2008 — 2008
Chartered Advisor in Philanthropy (CAP®) designation, Philanthropy
College for Financial Planning 1976 — 1977
Certified Financial Planner (CFP®) designation, Financial Planning
Boston University - School of Management 1958 — 1962
BS in Business Administration, Business & Psychology
Corey Mobley Corey Mobley's Wells Fargo Advisors Experience 2012 - Present
Job Personal banker/loan officer at Wells Fargo Advisors
Industry Banking
Experience
Wells Fargo Advisors 2012 - Present
Professional Marketing International March 2010 - January 2011
Skills
Sales Cycle Management
Education
Brigham Young University 2006 — 2009
B.S., Business Management
Wells Fargo Advisors 2012 - Present
Professional Marketing International March 2010 - January 2011
Skills
Sales Cycle Management
Education
Brigham Young University 2006 — 2009
B.S., Business Management
Mark Luhtanen, CFP® Mark Luhtanen, CFP®'s Wells Fargo Advisors Experience August 2005 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors August 2005 - Present
Morgan Stanley October 2001 - August 2005
Shawmut Corporation September 1997 - August 2000
BASF Corporation August 1983 - August 1997
Skills
Securities, Risk Management, Strategic Planning, Financial Analysis, Retirement Plan..., Multi-generational..., Fixed Income Strategies, Business-Owner Planning, Investments
Education
Brandeis University, Lemberg - International Business School 1999 — 2001
Master of Science, Finance
Virginia Polytechnic Institute and State University 1978 — 1983
BS, Chemical Engineering
Wells Fargo Advisors August 2005 - Present
Morgan Stanley October 2001 - August 2005
Shawmut Corporation September 1997 - August 2000
BASF Corporation August 1983 - August 1997
Skills
Securities, Risk Management, Strategic Planning, Financial Analysis, Retirement Plan..., Multi-generational..., Fixed Income Strategies, Business-Owner Planning, Investments
Education
Brandeis University, Lemberg - International Business School 1999 — 2001
Master of Science, Finance
Virginia Polytechnic Institute and State University 1978 — 1983
BS, Chemical Engineering
Brooks Peacock Brooks Peacock's Wells Fargo Advisors Experience December 2010 - November 2012
Job CPA/CEO/Author/Educator
Industry Accounting
Experience
Willamette University August 2015 - Present
Peacock Investment Worx LLC May 2015 - Present
J. Brooks Peacock March 2014 - Present
Oregon State University November 2010 - Present
CPA Worx LLC August 2010 - Present
Wash Worx November 2012 - Present
Chemeketa Community College November 2012 - Present
Western Governors University February 2014 - Present
BYU-Idaho December 2013 - July 2014
Wells Fargo Advisors December 2010 - November 2012
Skills
Roth IRA, Investment Strategies, Wealth Management, Investments, Small Business, 401k, Defined Benefit, Family Business, Retirement Plan..., Medium-Sized Business, Entrepreneurship, Qualified Retirement..., Foundations, Retirement Planning, Profit Sharing, IRAs, QuickBooks Pro, Tax, Accounting, Valuations, Start-ups, Fundraising, Non-profits, Fixed Annuities, Valuation, Retirement, Financial Accounting, Management Accounting, Financial Statement..., Presentations, Seminars, Public Speaking, Pizza, Power Washing, Pressure Washing, Nonprofits, QuickBooks, Cash Flow, Budgets, Strategic Planning, Strategic Financial..., Auditing, Corporate Finance, Leadership, Finance, Estate Planning, Financial Statements, Financial Planners, Personal Finance, Managerial Finance
Education
Brigham Young University 1990 — 1994
MAcc, Accounting - Tax
Brigham Young University 1990 — 1994
Bachelor of Science, Accounting
Utah Valley University 1989 — 1990
Associate of Science, Accounting
Snow College 1986 — 1987
None, Business
Pleasant Grove High School 1983 — 1986
Diploma, General
Willamette University August 2015 - Present
Peacock Investment Worx LLC May 2015 - Present
J. Brooks Peacock March 2014 - Present
Oregon State University November 2010 - Present
CPA Worx LLC August 2010 - Present
Wash Worx November 2012 - Present
Chemeketa Community College November 2012 - Present
Western Governors University February 2014 - Present
BYU-Idaho December 2013 - July 2014
Wells Fargo Advisors December 2010 - November 2012
Skills
Roth IRA, Investment Strategies, Wealth Management, Investments, Small Business, 401k, Defined Benefit, Family Business, Retirement Plan..., Medium-Sized Business, Entrepreneurship, Qualified Retirement..., Foundations, Retirement Planning, Profit Sharing, IRAs, QuickBooks Pro, Tax, Accounting, Valuations, Start-ups, Fundraising, Non-profits, Fixed Annuities, Valuation, Retirement, Financial Accounting, Management Accounting, Financial Statement..., Presentations, Seminars, Public Speaking, Pizza, Power Washing, Pressure Washing, Nonprofits, QuickBooks, Cash Flow, Budgets, Strategic Planning, Strategic Financial..., Auditing, Corporate Finance, Leadership, Finance, Estate Planning, Financial Statements, Financial Planners, Personal Finance, Managerial Finance
Education
Brigham Young University 1990 — 1994
MAcc, Accounting - Tax
Brigham Young University 1990 — 1994
Bachelor of Science, Accounting
Utah Valley University 1989 — 1990
Associate of Science, Accounting
Snow College 1986 — 1987
None, Business
Pleasant Grove High School 1983 — 1986
Diploma, General
Douglas Deru Douglas Deru's Wells Fargo Advisors Experience March 2010 - March 2011
Job Lease Administrator & Auditor at Cassidy Turley
Industry Accounting
Experience
Cassidy Turley January 2012 - Present
PNC March 2011 - January 2012
Wells Fargo Advisors March 2010 - March 2011
Edward Jones December 2009 - July 2010
Fidelity Investments December 2005 - December 2008
Fidelity Investments April 2001 - December 2005
Fidelity Investments October 1999 - April 2001
Fidelity Investments September 1998 - October 1999
Skills
Mutual Funds, Budgets, Financial Reporting, Finance, Due Diligence, Financial Analysis, Financial Modeling, Portfolio Management, Sales, Accounting, Fixed Income, Risk Management, Equities
Education
University of Phoenix 2009 — 2010
MSA, Accounting
Brigham Young University 1991 — 1997
BA, Public Relations
Cassidy Turley January 2012 - Present
PNC March 2011 - January 2012
Wells Fargo Advisors March 2010 - March 2011
Edward Jones December 2009 - July 2010
Fidelity Investments December 2005 - December 2008
Fidelity Investments April 2001 - December 2005
Fidelity Investments October 1999 - April 2001
Fidelity Investments September 1998 - October 1999
Skills
Mutual Funds, Budgets, Financial Reporting, Finance, Due Diligence, Financial Analysis, Financial Modeling, Portfolio Management, Sales, Accounting, Fixed Income, Risk Management, Equities
Education
University of Phoenix 2009 — 2010
MSA, Accounting
Brigham Young University 1991 — 1997
BA, Public Relations
Karrie Lofton Karrie Lofton's Wells Fargo Advisors Experience December 2014 - Present
Job Senior Administrative Associate at The Cornerstone Group
Industry Financial Services
Experience
Wells Fargo Advisors December 2014 - Present
Morgan Stanley May 2009 - March 2011
UBS January 2005 - May 2009
Skills
PowerPoint, Management, Marketing, Business Strategy, Volunteer Management, Event Management, Customer Satisfaction, Public Relations, Social Media, Leadership, Project Planning, Forecasting, Team Building, Time Management, Project Management, Team Leadership, Budgets, Fundraising, Social Networking, Account Management, Strategic Planning, Recruiting, Customer Service
Education
British Columbia Institute of Technology
Marketing and Spanish
Wells Fargo Advisors December 2014 - Present
Morgan Stanley May 2009 - March 2011
UBS January 2005 - May 2009
Skills
PowerPoint, Management, Marketing, Business Strategy, Volunteer Management, Event Management, Customer Satisfaction, Public Relations, Social Media, Leadership, Project Planning, Forecasting, Team Building, Time Management, Project Management, Team Leadership, Budgets, Fundraising, Social Networking, Account Management, Strategic Planning, Recruiting, Customer Service
Education
British Columbia Institute of Technology
Marketing and Spanish
Stephen Orzo, CFP®'s Wells Fargo Advisors Experience November 2007 - Present
Job Associate Vice President at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors November 2007 - Present
Skills
Investment Planning, Asset Allocation, Retirement Planning, Financial Advisory, Retirement Plan..., 401(k) Advisory, Investments, 401(k) Rollovers
Education
Boston University - School of Management 2002 — 2006
Finance
Wells Fargo Advisors November 2007 - Present
Skills
Investment Planning, Asset Allocation, Retirement Planning, Financial Advisory, Retirement Plan..., 401(k) Advisory, Investments, 401(k) Rollovers
Education
Boston University - School of Management 2002 — 2006
Finance
Brooke Kaminer's Wells Fargo Advisors Experience May 2011 - August 2011
Job Senior at Bucknell University, Pennsylvania
Industry Higher Education
Experience
Senior at Bucknell University, Pennsylvania May 2011 - Present
Aragon Consulting Group May 2013 - August 2013
Nordstrom May 2012 - August 2012
Starbucks December 2011 - December 2011
Wells Fargo Advisors May 2011 - August 2011
Skills
International Relations, Spanish, Economics, Time Management, Event Planning, Fundraising, PowerPoint, Public Speaking, Social Networking, Community Outreach, Networking, Photoshop, Leadership, Editing, Event Management, Nonprofits
Education
Bucknell University 2010 — 2014
Bachelor of Arts (B.A.), International Relations and Economics
Senior at Bucknell University, Pennsylvania May 2011 - Present
Aragon Consulting Group May 2013 - August 2013
Nordstrom May 2012 - August 2012
Starbucks December 2011 - December 2011
Wells Fargo Advisors May 2011 - August 2011
Skills
International Relations, Spanish, Economics, Time Management, Event Planning, Fundraising, PowerPoint, Public Speaking, Social Networking, Community Outreach, Networking, Photoshop, Leadership, Editing, Event Management, Nonprofits
Education
Bucknell University 2010 — 2014
Bachelor of Arts (B.A.), International Relations and Economics
William Dickerson William Dickerson's Wells Fargo Advisors Experience 2004 - 2006
Job Business Development Manager @ UPS Capital
Industry Insurance
Experience
UPS Capital March 2013 - Present
Economic and Community Development Institute April 2012 - February 2013
Real Living Mortgage/Wells Fargo June 2008 - May 2012
Tri-Star Lending Group March 2006 - September 2007
Wells Fargo Advisors 2004 - 2006
Chase 2000 - 2003
Skills
Loans, Program Management, Account Management, Community Development, Credit, Sales Management, Training, Sales, Business Development, Recruiting, Marine Insurance, Ocean Marine, Trade Credit Insurance, Cargo Insurance, Trade Finance, Solution Selling, Enterprise Solution..., Logistics, Cash Flow, Supply Chain..., Risk Management, Management, Finance
Education
Bowling Green State University
Bachelor of Arts, Environmental Policy
UPS Capital March 2013 - Present
Economic and Community Development Institute April 2012 - February 2013
Real Living Mortgage/Wells Fargo June 2008 - May 2012
Tri-Star Lending Group March 2006 - September 2007
Wells Fargo Advisors 2004 - 2006
Chase 2000 - 2003
Skills
Loans, Program Management, Account Management, Community Development, Credit, Sales Management, Training, Sales, Business Development, Recruiting, Marine Insurance, Ocean Marine, Trade Credit Insurance, Cargo Insurance, Trade Finance, Solution Selling, Enterprise Solution..., Logistics, Cash Flow, Supply Chain..., Risk Management, Management, Finance
Education
Bowling Green State University
Bachelor of Arts, Environmental Policy
Laura Dowling's Wells Fargo Advisors Experience February 2012 - Present
Job Private Client Group Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors February 2012 - Present
Wells Fargo Advisors August 2011 - March 2012
Wells Fargo Advisors August 2010 - August 2011
Wells Fargo August 2010 - April 2011
The Economic Development Council for Central Illinois May 2009 - May 2010
Caterpillar Inc. January 2009 - April 2009
Merrill Lynch January 2008 - December 2008
Education
Bradley University
Bachelor of Science, Finance, Business Management
Wells Fargo Advisors February 2012 - Present
Wells Fargo Advisors August 2011 - March 2012
Wells Fargo Advisors August 2010 - August 2011
Wells Fargo August 2010 - April 2011
The Economic Development Council for Central Illinois May 2009 - May 2010
Caterpillar Inc. January 2009 - April 2009
Merrill Lynch January 2008 - December 2008
Education
Bradley University
Bachelor of Science, Finance, Business Management
Scott Blank Scott Blank's Wells Fargo Advisors Experience July 2014 - Present
Job WBS Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors July 2014 - Present
Wells Fargo Advisors LLC January 2013 - June 2014
Wells Fargo May 2009 - February 2013
Wells Fargo September 2007 - May 2009
Wachovia Bank June 2005 - September 2007
Education
Broward College 1989 — 1991
Business Administration
Wells Fargo Advisors July 2014 - Present
Wells Fargo Advisors LLC January 2013 - June 2014
Wells Fargo May 2009 - February 2013
Wells Fargo September 2007 - May 2009
Wachovia Bank June 2005 - September 2007
Education
Broward College 1989 — 1991
Business Administration
Nancy Weisel, CIMA Nancy Weisel, CIMA's Wells Fargo Advisors Experience 2008 - 2009
Job Western Divisional Director at Aberdeen Asset Management
Industry Investment Management
Experience
Aberdeen Asset Management June 2014 - Present
Aberdeen Asset Management January 2011 - Present
Grubb & Ellis Alesco Global Advisors, LLC April 2010 - October 2010
Wells Fargo Advisors 2008 - 2009
Wachovia Securities 2008 - 2009
Neuberger Berman 1997 - 2008
Merrill Lynch June 1988 - November 1997
Skills
Sales, Public Speaking, Mutual Funds, Asset Managment, Separately Managed..., Financial Advisory, Brokerage, Series 7, Investment Strategies, Asset Management, FINRA, Securities, Uniform Combined State..., Series 6, ETFs, Hedge Funds, Alternative Investments, Wealth Management, Equities, Bonds, Financial Services, Series 63, Retirement, Investment Advisory, Finance, Asset Allocation, Investment Management, Investments
Education
Boston University
Bachelor's degree, Sociology
Pace University - Lubin School of Business
MBA, Finance
Aberdeen Asset Management June 2014 - Present
Aberdeen Asset Management January 2011 - Present
Grubb & Ellis Alesco Global Advisors, LLC April 2010 - October 2010
Wells Fargo Advisors 2008 - 2009
Wachovia Securities 2008 - 2009
Neuberger Berman 1997 - 2008
Merrill Lynch June 1988 - November 1997
Skills
Sales, Public Speaking, Mutual Funds, Asset Managment, Separately Managed..., Financial Advisory, Brokerage, Series 7, Investment Strategies, Asset Management, FINRA, Securities, Uniform Combined State..., Series 6, ETFs, Hedge Funds, Alternative Investments, Wealth Management, Equities, Bonds, Financial Services, Series 63, Retirement, Investment Advisory, Finance, Asset Allocation, Investment Management, Investments
Education
Boston University
Bachelor's degree, Sociology
Pace University - Lubin School of Business
MBA, Finance
Chalyn (Chalyn Cox) Spain's Wells Fargo Advisors Experience August 2015 - Present
Job Compliance Consultant at Wells Fargo Advisors
Industry Legal Services
Experience
Wells Fargo Advisors August 2015 - Present
Altig - American Income Life Insurance Company February 2015 - August 2015
Capital One April 2014 - February 2015
Kohl's Department Stores October 2013 - March 2014
Midkiff, Muncie & Ross, P.C. December 2010 - March 2014
Midkiff, Muncie & Ross, P.C. July 2009 - December 2010
Injured Workers' Law Firm October 2008 - June 2009
Krumbein Consumer Legal Services 2008 - 2008
HandCraft Services 2007 - 2008
Hampton 2007 - 2008
Skills
Legal Research, Document Drafting, File Management, Schedule, Timekeeping, Workers Compensation, Courts, Legal Writing, Litigation Support, Personal Injury, Personal Injury..., Appeals, Depositions, Litigation, PACER, Mediation, Pleadings, Legal Documents, Paralegals, Torts, Wordperfect, Lexis, Wrongful Death, Trials, Auditing
Education
Bryant & Stratton College 2009 — 2012
Bachelor's, Business Administration
Bryant & Stratton College 2006 — 2008
Associate, Applied Science - Paralegal Studies
Wells Fargo Advisors August 2015 - Present
Altig - American Income Life Insurance Company February 2015 - August 2015
Capital One April 2014 - February 2015
Kohl's Department Stores October 2013 - March 2014
Midkiff, Muncie & Ross, P.C. December 2010 - March 2014
Midkiff, Muncie & Ross, P.C. July 2009 - December 2010
Injured Workers' Law Firm October 2008 - June 2009
Krumbein Consumer Legal Services 2008 - 2008
HandCraft Services 2007 - 2008
Hampton 2007 - 2008
Skills
Legal Research, Document Drafting, File Management, Schedule, Timekeeping, Workers Compensation, Courts, Legal Writing, Litigation Support, Personal Injury, Personal Injury..., Appeals, Depositions, Litigation, PACER, Mediation, Pleadings, Legal Documents, Paralegals, Torts, Wordperfect, Lexis, Wrongful Death, Trials, Auditing
Education
Bryant & Stratton College 2009 — 2012
Bachelor's, Business Administration
Bryant & Stratton College 2006 — 2008
Associate, Applied Science - Paralegal Studies
Charles Burleigh Charles Burleigh's Wells Fargo Advisors Experience January 2010 - Present
Job I Resolve Data Warehouse Issues, Optimize ETL Processes and Ensure Smooth Production Implementations
Industry Information Technology and Services
Experience
Wells Fargo Advisors January 2010 - Present
PM Marketing 2014 - 2014
CIOZone July 2009 - December 2010
TEKsystems October 2009 - January 2010
Wells Fargo Advisors, LLC October 2009 - January 2010
C & J Consulting, LLC April 2009 - September 2009
OpenSymmetry August 2006 - April 2009
Amgen November 2008 - March 2009
First Command Financial Planning December 2007 - November 2008
Sprint/IT June 2007 - December 2007
Skills
Helping People Achieve..., Team Leadership, New Business Development, Informatica, Data Modeling, Data Warehousing, Data Integration, ETL, Business Intelligence, Data Migration, DB2, PL/SQL, Oracle, Enterprise Software, Microsoft SQL Server, HP-UX, Data Quality, Solaris, Linux, Data Profiling, Windows, RDBMS, EIM, SQL, Data Warehouse..., Enterprise Architecture, Data Analysis, Visio, Business Objects, Teradata
Education
Webster University 2010 — 2013
Bachelor of Science (BS), Information Management
Brigham Young University 2001 — 2003
Wells Fargo Advisors January 2010 - Present
PM Marketing 2014 - 2014
CIOZone July 2009 - December 2010
TEKsystems October 2009 - January 2010
Wells Fargo Advisors, LLC October 2009 - January 2010
C & J Consulting, LLC April 2009 - September 2009
OpenSymmetry August 2006 - April 2009
Amgen November 2008 - March 2009
First Command Financial Planning December 2007 - November 2008
Sprint/IT June 2007 - December 2007
Skills
Helping People Achieve..., Team Leadership, New Business Development, Informatica, Data Modeling, Data Warehousing, Data Integration, ETL, Business Intelligence, Data Migration, DB2, PL/SQL, Oracle, Enterprise Software, Microsoft SQL Server, HP-UX, Data Quality, Solaris, Linux, Data Profiling, Windows, RDBMS, EIM, SQL, Data Warehouse..., Enterprise Architecture, Data Analysis, Visio, Business Objects, Teradata
Education
Webster University 2010 — 2013
Bachelor of Science (BS), Information Management
Brigham Young University 2001 — 2003
Cortny Barton's Wells Fargo Advisors Experience February 2009 - April 2010
Job Kyani Distributor
Industry Health, Wellness and Fitness
Experience
PCA February 2012 - Present
Liberty Safe & Security Products November 2010 - March 2012
Wells Fargo Advisors February 2009 - April 2010
Skills
Public Speaking
Education
Brigham Young University 2006 — 2008
AA, Sociology/Marketing
PCA February 2012 - Present
Liberty Safe & Security Products November 2010 - March 2012
Wells Fargo Advisors February 2009 - April 2010
Skills
Public Speaking
Education
Brigham Young University 2006 — 2008
AA, Sociology/Marketing
John Gartland John Gartland's Wells Fargo Advisors Experience October 2002 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors October 2002 - Present
Skills
Investment Strategies, Intergenerational..., Asset Allocation, Fixed Income Strategies, Municipal Bonds, Bonds, Retirement Planning, 401k Rollovers
Education
Brown University 1990 — 1994
Saint Ignatius 1986 — 1990
Wells Fargo Advisors October 2002 - Present
Skills
Investment Strategies, Intergenerational..., Asset Allocation, Fixed Income Strategies, Municipal Bonds, Bonds, Retirement Planning, 401k Rollovers
Education
Brown University 1990 — 1994
Saint Ignatius 1986 — 1990
Kevin Kopp's Wells Fargo Advisors Experience May 2014 - Present
Job Investment Professional at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors May 2014 - Present
Fidelity Investments November 2005 - May 2014
Fidelity Investments November 2005 - May 2014
Magellan Behavioral Health September 1997 - August 2005
Skills
Hold Series 7, 6, 63..., Investments, Portfolio Management, Financial Modeling, Financial Services, Wealth Management, Asset Management, Retirement Planning, Financial Analysis, Valuation, Strategic Financial..., Private Equity, Corporate Finance, Finance, Relationship Management, Trading
Education
University of Phoenix 2001 — 2003
Master of Business Administration (M.B.A.)
Brigham Young University 1989 — 1993
Bachelor's Degree, Psychology
Wells Fargo Advisors May 2014 - Present
Fidelity Investments November 2005 - May 2014
Fidelity Investments November 2005 - May 2014
Magellan Behavioral Health September 1997 - August 2005
Skills
Hold Series 7, 6, 63..., Investments, Portfolio Management, Financial Modeling, Financial Services, Wealth Management, Asset Management, Retirement Planning, Financial Analysis, Valuation, Strategic Financial..., Private Equity, Corporate Finance, Finance, Relationship Management, Trading
Education
University of Phoenix 2001 — 2003
Master of Business Administration (M.B.A.)
Brigham Young University 1989 — 1993
Bachelor's Degree, Psychology
Christine M Burghart Christine M Burghart's Wells Fargo Advisors Experience June 2004 - June 2012
Job Registered Senior Admin Assistant at Wells Fargo Financial Network, LLC
Industry Financial Services
Experience
Wells Fargo Financial Network, LLC June 2012 - Present
Wells Fargo Advisors June 2004 - June 2012
Legg Mason Wood Walker February 1996 - June 2004
Skills
Securities, Series 7, Investments, Financial Services, Wealth Management, Mutual Funds, Finance, Financial Analysis, Retirement Planning, Banking
Education
Bucks County Community College
Business
Wells Fargo Financial Network, LLC June 2012 - Present
Wells Fargo Advisors June 2004 - June 2012
Legg Mason Wood Walker February 1996 - June 2004
Skills
Securities, Series 7, Investments, Financial Services, Wealth Management, Mutual Funds, Finance, Financial Analysis, Retirement Planning, Banking
Education
Bucks County Community College
Business
Jason McLaughlin Jason McLaughlin's Wells Fargo Advisors Experience July 2005 - November 2009
Job Senior Vice President Regional Director at Wells Fargo Advisors Financial Network (FiNet)
Industry Financial Services
Experience
Wells Fargo Advisors Financial Network February 2010 - Present
Wells Fargo Advisors July 2005 - November 2009
Wachovia Securities January 2001 - June 2005
Skills
Series 7, Series 63, series 66, Series 3, Series 9, Series 10, Life Insurance, Health Insurance, Wealth Management
Education
Bradley University 1991 — 1995
Advertising, Communications
Wells Fargo Advisors Financial Network February 2010 - Present
Wells Fargo Advisors July 2005 - November 2009
Wachovia Securities January 2001 - June 2005
Skills
Series 7, Series 63, series 66, Series 3, Series 9, Series 10, Life Insurance, Health Insurance, Wealth Management
Education
Bradley University 1991 — 1995
Advertising, Communications
Matt Richey's Wells Fargo Advisors Experience February 2006 - September 2012
Job Wells Fargo Investments LLC Financial Advisor
Industry Financial Services
Experience
Wells Fargo August 2015 - Present
1st Choice Estate Sales February 2014 - Present
Citi October 2012 - Present
Matt Richey's Image Addiction Photography August 2011 - Present
Marina Boys Lacrosse Boosters July 2013 - June 2014
Marina Boys Lacrosse Boosters July 2012 - July 2013
Wells Fargo Advisors February 2006 - September 2012
Wells Fargo Bank February 1995 - September 2012
Matt Richey Photography August 1990 - August 2011
Skills
Banking, Investments, Mortgage Lending, Wealth Management, Loans, Strategic Financial..., Risk Management, Credit, Small Business Lending, Consumer Lending, Commercial Lending, Commercial Banking, Insurance, Financial Services, Credit Analysis, Lines Of Credit, Series 7, Finance, Leadership, Portfolio Management, Relationship Management
Education
Brooks Institute of Photography 1995 — 1997
Bachelor of Arts, Advertising Illustration Photography
Orange Coast College 1990 — 1994
Photography
Wells Fargo August 2015 - Present
1st Choice Estate Sales February 2014 - Present
Citi October 2012 - Present
Matt Richey's Image Addiction Photography August 2011 - Present
Marina Boys Lacrosse Boosters July 2013 - June 2014
Marina Boys Lacrosse Boosters July 2012 - July 2013
Wells Fargo Advisors February 2006 - September 2012
Wells Fargo Bank February 1995 - September 2012
Matt Richey Photography August 1990 - August 2011
Skills
Banking, Investments, Mortgage Lending, Wealth Management, Loans, Strategic Financial..., Risk Management, Credit, Small Business Lending, Consumer Lending, Commercial Lending, Commercial Banking, Insurance, Financial Services, Credit Analysis, Lines Of Credit, Series 7, Finance, Leadership, Portfolio Management, Relationship Management
Education
Brooks Institute of Photography 1995 — 1997
Bachelor of Arts, Advertising Illustration Photography
Orange Coast College 1990 — 1994
Photography
Shavonda Newton Shavonda Newton's Wells Fargo Advisors Experience August 2012 - March 2013
Job Business Banker
Industry Banking
Experience
Wells Fargo May 2015 - Present
SunTrust November 2014 - May 2015
Wells Fargo Advisors August 2012 - March 2013
Dept Of Taxation August 2011 - August 2012
Tmobile Corporate June 2010 - July 2011
Citi December 2005 - December 2006
Skills
Financial Analysis, Banking, Microsoft Office, Customer Service, Team Building, Microsoft Excel, Credit, PowerPoint, Finance, Sales, Financial Risk, Retail Banking, Financial Services, Relationship Management, Strategic Financial..., Microsoft Word, Auditing, Call Centers, Training
Education
Bryant & Stratton College - Richmond 2014 — 2016
Bachelor of Business Administration (BBA), Business and Personal/Financial Services Marketing Operations
International Academy of Design 2003 — 2005
Bachelor of Arts (BA), Computer Animation
Wells Fargo May 2015 - Present
SunTrust November 2014 - May 2015
Wells Fargo Advisors August 2012 - March 2013
Dept Of Taxation August 2011 - August 2012
Tmobile Corporate June 2010 - July 2011
Citi December 2005 - December 2006
Skills
Financial Analysis, Banking, Microsoft Office, Customer Service, Team Building, Microsoft Excel, Credit, PowerPoint, Finance, Sales, Financial Risk, Retail Banking, Financial Services, Relationship Management, Strategic Financial..., Microsoft Word, Auditing, Call Centers, Training
Education
Bryant & Stratton College - Richmond 2014 — 2016
Bachelor of Business Administration (BBA), Business and Personal/Financial Services Marketing Operations
International Academy of Design 2003 — 2005
Bachelor of Arts (BA), Computer Animation
Aleksander Stepanov's Wells Fargo Advisors Experience May 2014 - July 2015
Job Equity Trader
Industry Financial Services
Experience
T3 Trading Group, LLC July 2015 - Present
Wells Fargo Advisors May 2014 - July 2015
Wells Fargo Advisors June 2013 - May 2014
Santander Bank, N.A. July 2011 - June 2013
Transamerica Life Insurance Company August 2010 - July 2011
Liberty Tax Service December 2010 - April 2011
Gearhart Holdings May 2009 - March 2010
Skills
Retail Banking, Relationship Management, Customer Service, Management, Leadership, Sales, Finance, Investments, Insurance, Risk Management, Equity Trading
Education
New Jersey City University 2013 — 2015
Bachelor's Degree, School of Business - Finance
Brookdale Community College 2009 — 2011
Associate's Degree, Business Administration - Accounting
T3 Trading Group, LLC July 2015 - Present
Wells Fargo Advisors May 2014 - July 2015
Wells Fargo Advisors June 2013 - May 2014
Santander Bank, N.A. July 2011 - June 2013
Transamerica Life Insurance Company August 2010 - July 2011
Liberty Tax Service December 2010 - April 2011
Gearhart Holdings May 2009 - March 2010
Skills
Retail Banking, Relationship Management, Customer Service, Management, Leadership, Sales, Finance, Investments, Insurance, Risk Management, Equity Trading
Education
New Jersey City University 2013 — 2015
Bachelor's Degree, School of Business - Finance
Brookdale Community College 2009 — 2011
Associate's Degree, Business Administration - Accounting
Timothy Fellow's Wells Fargo Advisors Experience January 2009 - December 2012
Job MBA Candidate | Vanderbilt University
Industry Financial Services
Experience
J.P. Morgan June 2015 - August 2015
Easton Walker December 2012 - June 2015
Wells Fargo Advisors January 2009 - December 2012
Artist Maven LLC October 2007 - January 2009
Smith Barney June 2006 - October 2007
Skills
Finance, Investment Management, Financial Planning, Financial Analysis, Private Banking, Wealth Management, Estate Planning, Trust Management, Personal Trust..., Investment Policy, Insurance, Board Governance, Nonprofits, Non-profit Leadership, Non-profit Board..., Arts Administration, Music, Music Industry, Music Education, Music Festivals, Independent Film, Film Festivals, Percussion, Spanish, Customer Service
Education
Vanderbilt University - Owen Graduate School of Management
Master of Business Administration (M.B.A.), Accounting
Brigham Young University
Bachelor of Arts (B.A.), Music
The American College
ChFC, CLU, CASL
American Institute of Banking
Personal Trust Diploma
J.P. Morgan June 2015 - August 2015
Easton Walker December 2012 - June 2015
Wells Fargo Advisors January 2009 - December 2012
Artist Maven LLC October 2007 - January 2009
Smith Barney June 2006 - October 2007
Skills
Finance, Investment Management, Financial Planning, Financial Analysis, Private Banking, Wealth Management, Estate Planning, Trust Management, Personal Trust..., Investment Policy, Insurance, Board Governance, Nonprofits, Non-profit Leadership, Non-profit Board..., Arts Administration, Music, Music Industry, Music Education, Music Festivals, Independent Film, Film Festivals, Percussion, Spanish, Customer Service
Education
Vanderbilt University - Owen Graduate School of Management
Master of Business Administration (M.B.A.), Accounting
Brigham Young University
Bachelor of Arts (B.A.), Music
The American College
ChFC, CLU, CASL
American Institute of Banking
Personal Trust Diploma
Jordan L. Adams's Wells Fargo Advisors Experience November 2008 - July 2012
Job VP of Sales at Disruptive Advertising
Industry Marketing and Advertising
Experience
Disruptive Advertising August 2015 - Present
Matsumoto Creative January 2006 - Present
Northwestern Mutual June 2012 - June 2014
Wells Fargo Advisors November 2008 - July 2012
Skills
Retirement Planning, Series 6, Retirement, Fixed Annuities, IRAs, Long-term Care, Long Term Care Insurance, Disability Insurance, 529 Plans, Roth IRA, Life Insurance, Series 63, Strategic Financial..., 401k Rollovers, Wealth Management, Variable Annuities, Investments, Mutual Funds, 401k, Education Funding, Financial Planners, Health Insurance, Insurance, Financial Planning, Sales, Customer Service, Leadership
Education
Brigham Young University 2003 — 2011
Political Economy
Vista High School 1998 — 2002
Palomar College
Political Science and Government
Disruptive Advertising August 2015 - Present
Matsumoto Creative January 2006 - Present
Northwestern Mutual June 2012 - June 2014
Wells Fargo Advisors November 2008 - July 2012
Skills
Retirement Planning, Series 6, Retirement, Fixed Annuities, IRAs, Long-term Care, Long Term Care Insurance, Disability Insurance, 529 Plans, Roth IRA, Life Insurance, Series 63, Strategic Financial..., 401k Rollovers, Wealth Management, Variable Annuities, Investments, Mutual Funds, 401k, Education Funding, Financial Planners, Health Insurance, Insurance, Financial Planning, Sales, Customer Service, Leadership
Education
Brigham Young University 2003 — 2011
Political Economy
Vista High School 1998 — 2002
Palomar College
Political Science and Government
Sean Vail Sean Vail's Wells Fargo Advisors Experience June 2008 - June 2010
Job Private Client Advisor, J.P. Morgan Chase Bank, NA
Industry Financial Services
Experience
JPMorgan Chase Bank, NA June 2010 - Present
Wells Fargo Advisors June 2008 - June 2010
InSource Financial Services September 2006 - June 2008
InSource Financial Services May 2006 - September 2006
Mortgage IT April 2004 - September 2004
Guaranteed Home Mortgage October 2003 - April 2004
Education
Hofstra University 2003 — 2006
· Bachelor, Business Administration; Finance
Bryant College 2001 — 2003
Business
JPMorgan Chase Bank, NA June 2010 - Present
Wells Fargo Advisors June 2008 - June 2010
InSource Financial Services September 2006 - June 2008
InSource Financial Services May 2006 - September 2006
Mortgage IT April 2004 - September 2004
Guaranteed Home Mortgage October 2003 - April 2004
Education
Hofstra University 2003 — 2006
· Bachelor, Business Administration; Finance
Bryant College 2001 — 2003
Business
Nathan Bready Nathan Bready's Wells Fargo Advisors Experience April 2005 - May 2010
Job Project Management & Sales Professional
Industry Oil & Energy
Experience
LivElite International 2015 - Present
Cenergy International Services May 2013 - Present
Chevron (Contractor) May 2013 - Present
Bready, Inc. 2013 - Present
USAA July 2010 - April 2013
Wells Fargo Advisors April 2005 - May 2010
Wells Fargo July 2004 - October 2008
Skills
Leadership, Management, Training, Project Management, Cost Engineering, Financial Planning, Banking, Portfolio Management, Sales, Microsoft Office, Consulting, Risk Management, Financial Risk, Investments, Finance, Financial Analysis, Customer Service, Financial Services, Credit, Relationship Management, Budgeting, Mentoring
Education
University of Utah - David Eccles School of Business 2001 — 2003
Bachelor of Business Administration (B.B.A.)
Brigham Young University 1999 — 2001
College for Financial Planning
LivElite International 2015 - Present
Cenergy International Services May 2013 - Present
Chevron (Contractor) May 2013 - Present
Bready, Inc. 2013 - Present
USAA July 2010 - April 2013
Wells Fargo Advisors April 2005 - May 2010
Wells Fargo July 2004 - October 2008
Skills
Leadership, Management, Training, Project Management, Cost Engineering, Financial Planning, Banking, Portfolio Management, Sales, Microsoft Office, Consulting, Risk Management, Financial Risk, Investments, Finance, Financial Analysis, Customer Service, Financial Services, Credit, Relationship Management, Budgeting, Mentoring
Education
University of Utah - David Eccles School of Business 2001 — 2003
Bachelor of Business Administration (B.B.A.)
Brigham Young University 1999 — 2001
College for Financial Planning
Adam Toth Adam Toth's Wells Fargo Advisors Experience June 2014 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors June 2014 - Present
Edward Jones 2005 - 2014
Skills
Wealth Management
Education
Bowling Green State University 1988 — 1992
Bachelor’s Degree
Wells Fargo Advisors June 2014 - Present
Edward Jones 2005 - 2014
Skills
Wealth Management
Education
Bowling Green State University 1988 — 1992
Bachelor’s Degree
Brad Schramm Brad Schramm's Wells Fargo Advisors Experience January 2011 - August 2011
Job Team Lead at Qualtrics
Industry Market Research
Experience
Qualtrics January 2015 - Present
Qualtrics January 2014 - December 2014
Qualtrics January 2013 - December 2014
Qualtrics August 2011 - January 2013
Wells Fargo Advisors January 2011 - August 2011
Walt Disney World 2009 - 2010
Global Financial Advisors January 2008 - April 2008
Skills
Sales, Strategy, Market Research, Data Analysis, Leadership, Business Development, Analytics, Corporate Finance, Salesforce.com, Financial Modeling, Financial Analysis
Education
Brigham Young University 2006 — 2009
Bachelor of Science, Business Management; Finance
Eastern Arizona College 2004 — 2006
Associates, Business Management
Qualtrics January 2015 - Present
Qualtrics January 2014 - December 2014
Qualtrics January 2013 - December 2014
Qualtrics August 2011 - January 2013
Wells Fargo Advisors January 2011 - August 2011
Walt Disney World 2009 - 2010
Global Financial Advisors January 2008 - April 2008
Skills
Sales, Strategy, Market Research, Data Analysis, Leadership, Business Development, Analytics, Corporate Finance, Salesforce.com, Financial Modeling, Financial Analysis
Education
Brigham Young University 2006 — 2009
Bachelor of Science, Business Management; Finance
Eastern Arizona College 2004 — 2006
Associates, Business Management
Sydney Battista's Wells Fargo Advisors Experience June 2013 - June 2013
Job Investment Management Analyst at Goldman Sachs
Industry
Experience
Goldman Sachs July 2015 - Present
Student Managed Investment Fund August 2014 - May 2015
Office of Endowments and Investments August 2014 - May 2015
Bank of America Merrill Lynch June 2014 - August 2014
Wells Fargo Advisors June 2013 - June 2013
Goldman Sachs January 2013 - January 2013
Management 101 Course - Better Wear for Heiter Care August 2012 - December 2012
Education, Sports, Fun (ESF) Summer Camp June 2012 - August 2012
Rothman Institute June 2011 - August 2011
St. Albans Swim and Tennis Club May 2010 - September 2010
Skills
Bloomberg Certified, Budgeting, Account Management, Customer Service, Microsoft Office, Communication, Time Management, Organization, Public Speaking, Analysis, Budgets, Investments, Financial Analysis, Accounting
Education
Bucknell University 2011 — 2015
Bachelor of Science in Business Administration, Accounting and Financial Management
London School of Economics and Political Science 2013 — 2013
Finance
The Episcopal Academy 2004 — 2011
Goldman Sachs July 2015 - Present
Student Managed Investment Fund August 2014 - May 2015
Office of Endowments and Investments August 2014 - May 2015
Bank of America Merrill Lynch June 2014 - August 2014
Wells Fargo Advisors June 2013 - June 2013
Goldman Sachs January 2013 - January 2013
Management 101 Course - Better Wear for Heiter Care August 2012 - December 2012
Education, Sports, Fun (ESF) Summer Camp June 2012 - August 2012
Rothman Institute June 2011 - August 2011
St. Albans Swim and Tennis Club May 2010 - September 2010
Skills
Bloomberg Certified, Budgeting, Account Management, Customer Service, Microsoft Office, Communication, Time Management, Organization, Public Speaking, Analysis, Budgets, Investments, Financial Analysis, Accounting
Education
Bucknell University 2011 — 2015
Bachelor of Science in Business Administration, Accounting and Financial Management
London School of Economics and Political Science 2013 — 2013
Finance
The Episcopal Academy 2004 — 2011
Marianne Legg Marianne Legg's Wells Fargo Advisors Experience 1998 - 2011
Job Community Education Program Coordinator
Industry Education Management
Experience
Edmonds Community College March 2015 - Present
New Life Agenda 2014 - Present
Artist 1986 - Present
Wells Fargo Advisors 1998 - 2011
Mesirow Financial 1995 - 1998
Skills
Fine Art, Life Coaching, Performing Arts, Finance, Writing, Teaching
Education
Brown University
Master of Arts (MA)
Institute for Life Coach Training
Mount Holyoke College
Bachelor of Arts (BA)
Virginia Commonwealth University
Bachelor of Fine Arts (BFA)
Edmonds Community College March 2015 - Present
New Life Agenda 2014 - Present
Artist 1986 - Present
Wells Fargo Advisors 1998 - 2011
Mesirow Financial 1995 - 1998
Skills
Fine Art, Life Coaching, Performing Arts, Finance, Writing, Teaching
Education
Brown University
Master of Arts (MA)
Institute for Life Coach Training
Mount Holyoke College
Bachelor of Arts (BA)
Virginia Commonwealth University
Bachelor of Fine Arts (BFA)
Brian Tjeerdsma Brian Tjeerdsma's Wells Fargo Advisors Experience November 2010 - April 2011
Job Futures Trader
Industry Investment Banking
Experience
ClearView Futures April 2013 - Present
TopstepTrader September 2010 - August 2012
WTS Proprietary Trading Group, LLC May 2009 - October 2011
Wells Fargo Advisors November 2010 - April 2011
Echo Trading June 2009 - November 2009
Skills
Trading, Quantitative Analytics, Electronic Trading, Hedge Funds, Alternative Investments, Bloomberg, FINRA, Financial Modeling, ETFs, Futures Trading, Commodity, Capital Markets, Hedging, Equity Research, Currency, Options Strategies, Fundamental Analysis, Commodity Markets, Stocks, Stock Trading, Derivatives, FX Options, Portfolio Management, Equity Derivatives, Foreign Exchange, Fixed Income, FX trading, Investments, Risk Management, Bonds, Asset Management, Valuation
Education
Brigham Young University 1990 — 1996
Bachelors of Science, Finance
Pleasant Grove High Scholl
Bachelor of Applied Science (B.A.Sc.), Finance
ClearView Futures April 2013 - Present
TopstepTrader September 2010 - August 2012
WTS Proprietary Trading Group, LLC May 2009 - October 2011
Wells Fargo Advisors November 2010 - April 2011
Echo Trading June 2009 - November 2009
Skills
Trading, Quantitative Analytics, Electronic Trading, Hedge Funds, Alternative Investments, Bloomberg, FINRA, Financial Modeling, ETFs, Futures Trading, Commodity, Capital Markets, Hedging, Equity Research, Currency, Options Strategies, Fundamental Analysis, Commodity Markets, Stocks, Stock Trading, Derivatives, FX Options, Portfolio Management, Equity Derivatives, Foreign Exchange, Fixed Income, FX trading, Investments, Risk Management, Bonds, Asset Management, Valuation
Education
Brigham Young University 1990 — 1996
Bachelors of Science, Finance
Pleasant Grove High Scholl
Bachelor of Applied Science (B.A.Sc.), Finance
Kevin Peel Kevin Peel's Wells Fargo Advisors Experience 2007 - Present
Job Financial Advisor at WELLS FARGO ADVISORS, LLC
Industry Financial Services
Experience
Wells Fargo Advisors 2007 - Present
Merrill Lynch 2006 - 2007
Skills
Retirement Planning, Retirement, Mutual Funds, Investments, Asset Allocation
Education
Bryant University 1977 — 1981
Bachelor of Science, Business Administration
Wells Fargo Advisors 2007 - Present
Merrill Lynch 2006 - 2007
Skills
Retirement Planning, Retirement, Mutual Funds, Investments, Asset Allocation
Education
Bryant University 1977 — 1981
Bachelor of Science, Business Administration
Ellison Kandler's Wells Fargo Advisors Experience June 2012 - August 2012
Job Analyst at Locus Analytics
Industry
Experience
Locus Analytics October 2013 - Present
Wells Fargo Advisors June 2012 - August 2012
Hunter College May 2010 - August 2011
Brown University October 2010 - May 2011
Skills
Microsoft Office, Matlab, Python, Maple, Laboratory Skills
Education
Brown University 2009 — 2013
Bachelor of Science (B.Sc.), Chemical Engineering/Economics
Locus Analytics October 2013 - Present
Wells Fargo Advisors June 2012 - August 2012
Hunter College May 2010 - August 2011
Brown University October 2010 - May 2011
Skills
Microsoft Office, Matlab, Python, Maple, Laboratory Skills
Education
Brown University 2009 — 2013
Bachelor of Science (B.Sc.), Chemical Engineering/Economics
Steve Calder, CFP's Wells Fargo Advisors Experience September 2008 - Present
Job Business Owner, Wells Fargo Advisors Financial Network
Industry Financial Services
Experience
Wells Fargo Advisors September 2008 - Present
UBS February 2004 - September 2008
CR Bard May 1991 - July 2003
Skills
Retirement Planning, Wealth, Strategic Planning, Small Business, Customer Service, Financial Analysis, Corporate Finance, Securities, Salesforce.com, Finance, Cross-functional Team..., Investments, Financial Advisory, Sales Process, Mergers, Mergers & Acquisitions, Strategic Financial..., Start-ups, Venture Capital, 401k, Risk Management, Fixed Annuities, Networking, Mutual Funds, Retirement, Valuation, Financial Services, Private Equity
Education
University of Utah - David Eccles School of Business 1996 — 1998
MBA, Business, Finance
Brigham Young University 1981 — 1988
BS, Business
Boston University 2006 — 2008
Certified Financial Planner, Finance and Financial Management Services
Wells Fargo Advisors September 2008 - Present
UBS February 2004 - September 2008
CR Bard May 1991 - July 2003
Skills
Retirement Planning, Wealth, Strategic Planning, Small Business, Customer Service, Financial Analysis, Corporate Finance, Securities, Salesforce.com, Finance, Cross-functional Team..., Investments, Financial Advisory, Sales Process, Mergers, Mergers & Acquisitions, Strategic Financial..., Start-ups, Venture Capital, 401k, Risk Management, Fixed Annuities, Networking, Mutual Funds, Retirement, Valuation, Financial Services, Private Equity
Education
University of Utah - David Eccles School of Business 1996 — 1998
MBA, Business, Finance
Brigham Young University 1981 — 1988
BS, Business
Boston University 2006 — 2008
Certified Financial Planner, Finance and Financial Management Services
Robert D. Krebs's Wells Fargo Advisors Experience January 1983 - Present
Job Managing Director Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 1983 - Present
IBM January 1981 - December 1981
Skills
Investments, Equities, Management, Financial Analysis, Retirement Planning, Retirement, Mutual Funds, Alternative Investments, Finance, Hedge Funds, Fixed Income, Capital Markets, Financial Services
Education
Boston University 1978 — 1982
BS BA, School of Management
Northfield Mount Herman
lfhs
lfhs
Wells Fargo Advisors January 1983 - Present
IBM January 1981 - December 1981
Skills
Investments, Equities, Management, Financial Analysis, Retirement Planning, Retirement, Mutual Funds, Alternative Investments, Finance, Hedge Funds, Fixed Income, Capital Markets, Financial Services
Education
Boston University 1978 — 1982
BS BA, School of Management
Northfield Mount Herman
lfhs
lfhs
Gerald SCOTT FLAKE Gerald SCOTT FLAKE's Wells Fargo Advisors Experience December 2011 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors December 2011 - Present
Edward Jones November 2005 - December 2011
Payson Regional Economic Development Corporation (NGCEDC) March 2001 - November 2005
Mediacom Communications January 2001 - March 2001
NPG Cable (now Suddenlink Communications) 1995 - 2000
Post-Newsweek Cable (now CableOne) January 1988 - January 1995
Management Services January 1985 - January 1988
The Church of Jesus Christ of Latter-day Saints - Human Resources January 1981 - January 1983
Skills
Investments, Financial Services, Financial Advisory, Estate Investment..., Retirement Planning, Investment Planning, Tax-Efficient Strategies, Wealth-Preservation..., 401(k) Rollovers, Mutual Funds, Fixed Annuities, Variable Annuities, Securities, Stocks, CDs, ETFs, Retirement, Bonds, Fixed Income, Life Insurance, Licensed Life Insurance..., Long Term Care Insurance, Risk Management, Financial Markets, Planning Consultancy, Advising Clients, Business-Owner Planning, Government, Networking, Entrepreneurship, Inheritance, Community Development, Marketing, Training, Human Resource..., Spanish-speaking, Brand Development, Chambers of Commerce, Tourism, Outdoor Recreation, Civic Engagement, Economic Development, Political Management, Education, Family Services
Education
Brigham Young University 1984 — 1988
BA, Communications, Human Resource Development, Business
Mesa Community College 1983 — 1983
General Studies
Wells Fargo Advisors December 2011 - Present
Edward Jones November 2005 - December 2011
Payson Regional Economic Development Corporation (NGCEDC) March 2001 - November 2005
Mediacom Communications January 2001 - March 2001
NPG Cable (now Suddenlink Communications) 1995 - 2000
Post-Newsweek Cable (now CableOne) January 1988 - January 1995
Management Services January 1985 - January 1988
The Church of Jesus Christ of Latter-day Saints - Human Resources January 1981 - January 1983
Skills
Investments, Financial Services, Financial Advisory, Estate Investment..., Retirement Planning, Investment Planning, Tax-Efficient Strategies, Wealth-Preservation..., 401(k) Rollovers, Mutual Funds, Fixed Annuities, Variable Annuities, Securities, Stocks, CDs, ETFs, Retirement, Bonds, Fixed Income, Life Insurance, Licensed Life Insurance..., Long Term Care Insurance, Risk Management, Financial Markets, Planning Consultancy, Advising Clients, Business-Owner Planning, Government, Networking, Entrepreneurship, Inheritance, Community Development, Marketing, Training, Human Resource..., Spanish-speaking, Brand Development, Chambers of Commerce, Tourism, Outdoor Recreation, Civic Engagement, Economic Development, Political Management, Education, Family Services
Education
Brigham Young University 1984 — 1988
BA, Communications, Human Resource Development, Business
Mesa Community College 1983 — 1983
General Studies
Brian Szumilas Brian Szumilas's Wells Fargo Advisors Experience September 1999 - Present
Job Financial Advisor Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors September 1999 - Present
Education
Clemson University 1995 — 1997
BA, Political Science
Buena Vista University
CCES
Wells Fargo Advisors September 1999 - Present
Education
Clemson University 1995 — 1997
BA, Political Science
Buena Vista University
CCES
Gene Pisasale, CFA, CFP Gene Pisasale, CFA, CFP's Wells Fargo Advisors Experience April 2009 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Investment Management
Experience
Wells Fargo Advisors April 2009 - Present
PNC Capital Advisors September 2005 - March 2009
Wilmington Trust April 1998 - September 2005
Wilmington Trust Company January 1998 - January 2005
North American Trust Company (now City National Bank) January 1995 - January 1998
Paine Webber January 1986 - January 1995
Exxon Corporation January 1980 - January 1986
Education
San Diego State University-California State University 1995 — 1997
MBA Finance, Finance
The University of Texas at Austin 1978 — 1980
Master's, Petroleum geology
The University of Texas at Austin 1978 — 1980
Master's Degree, Petroleum Geology
Bucknell University 1975 — 1978
B.S., Geology
Lower Merion High School 1971 — 1974
High School Diploma
Wells Fargo Advisors April 2009 - Present
PNC Capital Advisors September 2005 - March 2009
Wilmington Trust April 1998 - September 2005
Wilmington Trust Company January 1998 - January 2005
North American Trust Company (now City National Bank) January 1995 - January 1998
Paine Webber January 1986 - January 1995
Exxon Corporation January 1980 - January 1986
Education
San Diego State University-California State University 1995 — 1997
MBA Finance, Finance
The University of Texas at Austin 1978 — 1980
Master's, Petroleum geology
The University of Texas at Austin 1978 — 1980
Master's Degree, Petroleum Geology
Bucknell University 1975 — 1978
B.S., Geology
Lower Merion High School 1971 — 1974
High School Diploma
Conrad Ambrette's Wells Fargo Advisors Experience June 2012 - August 2012
Job Account Executive at Xpress Natural Gas
Industry Oil & Energy
Experience
Xpress Natural Gas June 2015 - Present
Xpress Natural Gas June 2014 - June 2015
Sweeney Merrigan Law May 2013 - September 2013
MK3 Creative May 2013 - September 2013
Wells Fargo Advisors June 2012 - August 2012
Saltz Matkov PC May 2011 - September 2011
Skills
Public Speaking, Sales, Market Research, New Business Development, Natural Gas, Pricing Strategy, Proposal Writing, Sales Prospecting, Microsoft Office, Customer Service, Financial Analysis, Cold Calling, Marketing
Education
Boston University Questrom School of Business 2011 — 2015
Bachelor’s Degree, International Management, Marketing
Conestoga High School 2007 — 2011
Xpress Natural Gas June 2015 - Present
Xpress Natural Gas June 2014 - June 2015
Sweeney Merrigan Law May 2013 - September 2013
MK3 Creative May 2013 - September 2013
Wells Fargo Advisors June 2012 - August 2012
Saltz Matkov PC May 2011 - September 2011
Skills
Public Speaking, Sales, Market Research, New Business Development, Natural Gas, Pricing Strategy, Proposal Writing, Sales Prospecting, Microsoft Office, Customer Service, Financial Analysis, Cold Calling, Marketing
Education
Boston University Questrom School of Business 2011 — 2015
Bachelor’s Degree, International Management, Marketing
Conestoga High School 2007 — 2011
Amanda Hoffer Amanda Hoffer's Wells Fargo Advisors Experience November 2014 - Present
Job Client Associate at Wells Fargo Advisors
Industry Sports
Experience
Wells Fargo Advisors November 2014 - Present
Newtown Athletic Club February 2012 - Present
Philadelphia Soul January 2014 - May 2014
Chickie's and Pete's November 2012 - July 2013
Newtown Parks and Recreation January 2013 - May 2013
Cosi August 2008 - April 2012
Shop N Bag September 2005 - August 2008
Skills
Preparation Of Proposals, Constant Contact, Invoicing, Sponsorship Sales, Microsoft Office, Inventory Valuation, Customer Service, Event Based Marketing, GIMP, Time Management, Public Speaking, Writing, Communication Skills, Teamwork, Event Planning, Customer Satisfaction, Leadership, Social Media, Team Leadership, Sports, Cpr Certified, First Aid
Education
Temple University 2011 — 2014
Bachelor of Science (BS), Sport and Recreation Management
Coastal Carolina University 2010 — 2011
Communications/ Sport Management
Bucks County Community College 2008 — 2010
Sport Management
Council Rock High School South 2004 — 2008
High School Diploma
Wells Fargo Advisors November 2014 - Present
Newtown Athletic Club February 2012 - Present
Philadelphia Soul January 2014 - May 2014
Chickie's and Pete's November 2012 - July 2013
Newtown Parks and Recreation January 2013 - May 2013
Cosi August 2008 - April 2012
Shop N Bag September 2005 - August 2008
Skills
Preparation Of Proposals, Constant Contact, Invoicing, Sponsorship Sales, Microsoft Office, Inventory Valuation, Customer Service, Event Based Marketing, GIMP, Time Management, Public Speaking, Writing, Communication Skills, Teamwork, Event Planning, Customer Satisfaction, Leadership, Social Media, Team Leadership, Sports, Cpr Certified, First Aid
Education
Temple University 2011 — 2014
Bachelor of Science (BS), Sport and Recreation Management
Coastal Carolina University 2010 — 2011
Communications/ Sport Management
Bucks County Community College 2008 — 2010
Sport Management
Council Rock High School South 2004 — 2008
High School Diploma
Peter Cork Peter Cork's Wells Fargo Advisors Experience July 2012 - Present
Job Financial Advisor
Industry Financial Services
Experience
Wells Fargo Advisors July 2012 - Present
Citi July 2002 - July 2012
Citi Private Bank 2002 - June 2012
Education
Boston University Graduate School of Management 2000 — 2002
Master of Business Administration (MBA), Finance, General, High Honours
Manchester University
Bachelor's degree
Wells Fargo Advisors July 2012 - Present
Citi July 2002 - July 2012
Citi Private Bank 2002 - June 2012
Education
Boston University Graduate School of Management 2000 — 2002
Master of Business Administration (MBA), Finance, General, High Honours
Manchester University
Bachelor's degree
Joseph Won Joseph Won's Wells Fargo Advisors Experience December 2008 - April 2010
Job Seeking Licensing Manager Opportunity
Industry Apparel & Fashion
Experience
David and Young December 2014 - March 2015
Salesone, LLC July 2011 - October 2014
CPGA Designs April 2010 - April 2011
Wells Fargo Advisors December 2008 - April 2010
Merrill Lynch March 2007 - December 2008
Barneys New York November 2006 - March 2007
Young One Fashions September 2001 - October 2006
Young One Fashions June 1992 - August 1998
Star Fashions October 1994 - May 1997
Skills
Licensing, Product Development, Jewelry, Brand Development, Contract Negotiation, Management, Sales, Brand Management, Strategic Partnerships, Strategy, Consumer Products, Start-ups, Fashion
Education
Brooklyn Law School 1998 — 2001
JD, B'cy, Tax
New York University 1989 — 1992
BA, Cultural Anthropology, Sociology
Garden City High School
David and Young December 2014 - March 2015
Salesone, LLC July 2011 - October 2014
CPGA Designs April 2010 - April 2011
Wells Fargo Advisors December 2008 - April 2010
Merrill Lynch March 2007 - December 2008
Barneys New York November 2006 - March 2007
Young One Fashions September 2001 - October 2006
Young One Fashions June 1992 - August 1998
Star Fashions October 1994 - May 1997
Skills
Licensing, Product Development, Jewelry, Brand Development, Contract Negotiation, Management, Sales, Brand Management, Strategic Partnerships, Strategy, Consumer Products, Start-ups, Fashion
Education
Brooklyn Law School 1998 — 2001
JD, B'cy, Tax
New York University 1989 — 1992
BA, Cultural Anthropology, Sociology
Garden City High School
Larry Behum, MBA, AAMS's Wells Fargo Advisors Experience June 2006 - July 2008
Job Morgan Stanley Analyst & Business Owner
Industry Financial Services
Experience
Labmark, Inc. September 2009 - Present
Morgan Stanley Wealth Management March 2012 - Present
National City July 2008 - September 2009
Wells Fargo Advisors June 2006 - July 2008
Skills
Financial Analysis, Budgets, Contract Negotiation, Leadership, Business Development, Management, Sales, Project Management, Accounting, Finance, Insurance, Project Planning, Marketing, Access, Customer Service, Credit, Investments, Portfolio Management, Banking, Loans, Strategic Planning, Securities, Team Building, Mutual Funds
Education
Mount Vernon Nazarene University 2013 — 2015
Master of Business Administration (MBA), Finance, General
Bowling Green State University 2001 — 2006
BSBA, Economics
Labmark, Inc. September 2009 - Present
Morgan Stanley Wealth Management March 2012 - Present
National City July 2008 - September 2009
Wells Fargo Advisors June 2006 - July 2008
Skills
Financial Analysis, Budgets, Contract Negotiation, Leadership, Business Development, Management, Sales, Project Management, Accounting, Finance, Insurance, Project Planning, Marketing, Access, Customer Service, Credit, Investments, Portfolio Management, Banking, Loans, Strategic Planning, Securities, Team Building, Mutual Funds
Education
Mount Vernon Nazarene University 2013 — 2015
Master of Business Administration (MBA), Finance, General
Bowling Green State University 2001 — 2006
BSBA, Economics
Duncan Cannon Duncan Cannon's Wells Fargo Advisors Experience June 2015 - July 2015
Job Student at Bowdoin College
Industry
Experience
Wells Fargo Advisors June 2015 - July 2015
CompuVault, Inc. January 2014 - June 2015
Skills
PowerPoint, Microsoft Office, Public Speaking, Microsoft Excel, Microsoft Word, Research, Social Media, Teamwork, Leadership, Data Analysis
Education
Bowdoin College 2014 — 2018
Bachelor of Arts (B.A.), Government and Legal Studies, Economics, Sophomore
Bowdoin College 2014 — 2018
Economics. Government and Legal Studies.
Wells Fargo Advisors June 2015 - July 2015
CompuVault, Inc. January 2014 - June 2015
Skills
PowerPoint, Microsoft Office, Public Speaking, Microsoft Excel, Microsoft Word, Research, Social Media, Teamwork, Leadership, Data Analysis
Education
Bowdoin College 2014 — 2018
Bachelor of Arts (B.A.), Government and Legal Studies, Economics, Sophomore
Bowdoin College 2014 — 2018
Economics. Government and Legal Studies.
Hilary Di Silvio's Wells Fargo Advisors Experience May 2011 - August 2011
Job Sales Coordinator at Mandarin Oriental New York
Industry Hospitality
Experience
Mandarin Oriental, New York January 2014 - Present
Gramercy Park Hotel February 2013 - December 2013
Gramercy Park Hotel July 2012 - January 2013
Wells Fargo Advisors May 2011 - August 2011
Stephanie's On Newbury June 2010 - November 2010
Robeks May 2007 - July 2008
Skills
Sales, Customer Satisfaction, Customer Service, Hospitality, Management, Hotels, Microsoft Excel, PowerPoint, Business, Hospitality Management, Event Planning, Front Office, Event Management, Hotel Management, Microsoft Office, Restaurants, Social Media
Education
Boston University - School of Management 2008 — 2012
Bachelor of Science Business Administration, Concentration in General Management
Mandarin Oriental, New York January 2014 - Present
Gramercy Park Hotel February 2013 - December 2013
Gramercy Park Hotel July 2012 - January 2013
Wells Fargo Advisors May 2011 - August 2011
Stephanie's On Newbury June 2010 - November 2010
Robeks May 2007 - July 2008
Skills
Sales, Customer Satisfaction, Customer Service, Hospitality, Management, Hotels, Microsoft Excel, PowerPoint, Business, Hospitality Management, Event Planning, Front Office, Event Management, Hotel Management, Microsoft Office, Restaurants, Social Media
Education
Boston University - School of Management 2008 — 2012
Bachelor of Science Business Administration, Concentration in General Management
Richard Grodin, CFA, CAIA's Wells Fargo Advisors Experience September 2015 - Present
Job
Industry Investment Management
Experience
Wells Fargo Advisors September 2015 - Present
Education
Brandeis University 1995 — 1999
BA
Wells Fargo Advisors September 2015 - Present
Education
Brandeis University 1995 — 1999
BA
Bob Ramos's Wells Fargo Advisors Experience January 2010 - January 2011
Job Project Manager, PMP
Industry Information Technology and Services
Experience
Data Concepts January 2014 - Present
Virginia Department of Conservation and Recreation January 2014 - Present
Capital One January 2011 - September 2013
Wells Fargo Advisors January 2010 - January 2011
Morton Consulting December 2007 - December 2009
SunTrust Mortgage October 2007 - December 2007
Capital One - Richmond Va. April 2005 - April 2007
Capital One, Richmond, VA August 2004 - April 2005
Dollar Tree Stores, Chesapeake, Va February 2004 - August 2004
Capital One, Richmond, Va February 2003 - January 2004
Skills
MS Project, Program Management, Financial Risk, Business Process..., PMO, Management, Project Management, SharePoint, Access, Forecasting, PMP, Software Project..., Process Improvement, Business Process, Software Documentation, Risk Management, Integration, Business Analysis, Vendor Management, SDLC, Project Portfolio..., Project Planning, Visio, Requirements Gathering
Education
Boston University Questrom School of Business
B.S., Business Administration, Finance
University of Richmond - Robins School of Business
M.B.A., Business Administration, Finance
Data Concepts January 2014 - Present
Virginia Department of Conservation and Recreation January 2014 - Present
Capital One January 2011 - September 2013
Wells Fargo Advisors January 2010 - January 2011
Morton Consulting December 2007 - December 2009
SunTrust Mortgage October 2007 - December 2007
Capital One - Richmond Va. April 2005 - April 2007
Capital One, Richmond, VA August 2004 - April 2005
Dollar Tree Stores, Chesapeake, Va February 2004 - August 2004
Capital One, Richmond, Va February 2003 - January 2004
Skills
MS Project, Program Management, Financial Risk, Business Process..., PMO, Management, Project Management, SharePoint, Access, Forecasting, PMP, Software Project..., Process Improvement, Business Process, Software Documentation, Risk Management, Integration, Business Analysis, Vendor Management, SDLC, Project Portfolio..., Project Planning, Visio, Requirements Gathering
Education
Boston University Questrom School of Business
B.S., Business Administration, Finance
University of Richmond - Robins School of Business
M.B.A., Business Administration, Finance
Phil Burnah's Wells Fargo Advisors Experience February 2007 - May 2008
Job Trade Risk Analyst at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2012 - Present
Wells Fargo May 2008 - August 2012
Wells Fargo Advisors February 2007 - May 2008
Wells Fargo April 2004 - February 2007
Wells Fargo October 2003 - March 2004
Brigham Young University October 2002 - April 2003
Holland America Line May 2001 - September 2001
Holland America Line May 2000 - September 2000
Skills
Investments, Securities, Equities, Financial Analysis, Fixed Income, Relationship Management, Finance, Customer Service, Microsoft Excel, Microsoft Office, Process Improvement, Analysis, Strategic Planning
Education
University of Utah - David Eccles School of Business 2006 — 2008
Master of Business Administration (MBA)
Brigham Young University 2001 — 2003
Bachelor's degree, International Studies
Utah Valley University 1999 — 2001
Associate's degree, Business Administration
Morgan Stanley Wealth Management August 2012 - Present
Wells Fargo May 2008 - August 2012
Wells Fargo Advisors February 2007 - May 2008
Wells Fargo April 2004 - February 2007
Wells Fargo October 2003 - March 2004
Brigham Young University October 2002 - April 2003
Holland America Line May 2001 - September 2001
Holland America Line May 2000 - September 2000
Skills
Investments, Securities, Equities, Financial Analysis, Fixed Income, Relationship Management, Finance, Customer Service, Microsoft Excel, Microsoft Office, Process Improvement, Analysis, Strategic Planning
Education
University of Utah - David Eccles School of Business 2006 — 2008
Master of Business Administration (MBA)
Brigham Young University 2001 — 2003
Bachelor's degree, International Studies
Utah Valley University 1999 — 2001
Associate's degree, Business Administration
Jeff Younger's Wells Fargo Advisors Experience August 2011 - Present
Job Senior Compliance Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors August 2011 - Present
Wells Fargo Advisors, LLC April 2008 - August 2011
A.G. Edwards June 2006 - January 2008
Skills
Series 7, Investments, Equities, Alternative Investments, Financial Analysis, Asset Allocation, Portfolio Management, Asset Managment, Investment Strategies, Financial Modeling, Sales, Strategic Planning, Equity Research, Asset Management
Education
Washington University in St. Louis - Olin Business School 2002 — 2006
MBF, Finance
Brown University 2000 — 2002
BA, Polotical Science
Wells Fargo Advisors August 2011 - Present
Wells Fargo Advisors, LLC April 2008 - August 2011
A.G. Edwards June 2006 - January 2008
Skills
Series 7, Investments, Equities, Alternative Investments, Financial Analysis, Asset Allocation, Portfolio Management, Asset Managment, Investment Strategies, Financial Modeling, Sales, Strategic Planning, Equity Research, Asset Management
Education
Washington University in St. Louis - Olin Business School 2002 — 2006
MBF, Finance
Brown University 2000 — 2002
BA, Polotical Science
Ryan Haarbrink's Wells Fargo Advisors Experience March 2011 - Present
Job VicePresident (Group Finance Officer) at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors March 2011 - Present
Wells Fargo Advisors July 2010 - March 2011
Wells Fargo Advisors (formerly Wachovia Securities) March 2008 - July 2010
Wells Fargo Advisors March 2006 - March 2008
EverDrive, LLC April 2005 - April 2006
Circuit City Stores Inc January 2002 - June 2004
Skills
Financial Modeling, Access, SQL, Acquisition Integration, User Acceptance Testing, Software Development, Financial Analysis, Forecasting, Essbase, Accounting, Strategic Financial..., Finance, Process Improvement, Financial Reporting, Microsoft Excel, Budgets
Education
Washington University in St. Louis - Olin Business School 2008 — 2010
MBA, Finance and Strategy Emphasis
Brigham Young University 2001 — 2001
B.S., Business Management - Finance
Wells Fargo Advisors March 2011 - Present
Wells Fargo Advisors July 2010 - March 2011
Wells Fargo Advisors (formerly Wachovia Securities) March 2008 - July 2010
Wells Fargo Advisors March 2006 - March 2008
EverDrive, LLC April 2005 - April 2006
Circuit City Stores Inc January 2002 - June 2004
Skills
Financial Modeling, Access, SQL, Acquisition Integration, User Acceptance Testing, Software Development, Financial Analysis, Forecasting, Essbase, Accounting, Strategic Financial..., Finance, Process Improvement, Financial Reporting, Microsoft Excel, Budgets
Education
Washington University in St. Louis - Olin Business School 2008 — 2010
MBA, Finance and Strategy Emphasis
Brigham Young University 2001 — 2001
B.S., Business Management - Finance
Brian Apple's Wells Fargo Advisors Experience August 2014 - Present
Job VP Control Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors August 2014 - Present
Wells Fargo Advisors January 2013 - August 2014
Wells Fargo Advisors, LLC July 2006 - January 2013
Wachovia Securities September 2004 - June 2006
Wachovia Securities June 2000 - September 2004
Skills
Series 7, Series 63, Series 24, Series 65, Series 9, Series 10, Project Management, Risk Management, Risk Analysis, Policy Analysis, Policy Review, Policy Writing, Wealth Management, Time Management, Process Improvement, Procedure Development, Internal Communications, Procedure Review, Business Strategy, Reporting & Analysis, Series 31
Education
University of South Carolina - Darla Moore School of Business 2009 — 2012
Masters, Business Administration
Bryant University 1993 — 1997
Bachelors of Science, Business Administration - Finance
Wells Fargo Advisors August 2014 - Present
Wells Fargo Advisors January 2013 - August 2014
Wells Fargo Advisors, LLC July 2006 - January 2013
Wachovia Securities September 2004 - June 2006
Wachovia Securities June 2000 - September 2004
Skills
Series 7, Series 63, Series 24, Series 65, Series 9, Series 10, Project Management, Risk Management, Risk Analysis, Policy Analysis, Policy Review, Policy Writing, Wealth Management, Time Management, Process Improvement, Procedure Development, Internal Communications, Procedure Review, Business Strategy, Reporting & Analysis, Series 31
Education
University of South Carolina - Darla Moore School of Business 2009 — 2012
Masters, Business Administration
Bryant University 1993 — 1997
Bachelors of Science, Business Administration - Finance
Eric Hauser's Wells Fargo Advisors Experience February 2010 - Present
Job Director, Best Practices for Investment & Advisory Products Group at Wells Fargo Advisors
Industry Capital Markets
Experience
Wells Fargo Advisors February 2010 - Present
Wells Fargo Advisors July 2008 - February 2010
A.G. Edwards April 2000 - June 2008
Stifel Nicolaus October 1998 - April 2000
Edward Jones June 1995 - October 1998
Skills
Trading, 63 Licenses, Business Strategy, Due Diligence, Investment Banking, Risk Management, Financial Markets, Financial Services, Equities, Analysis, Investments, Securities, Capital Markets, Corporate Finance, Asset Allocation, Series 7, Equity Research, Strategy, Series 63, Mutual Funds, Bloomberg, Portfolio Management, Fixed Income, Alternative Investments, Financial Modeling, Asset Management
Education
Washington University in St. Louis - Olin Business School 1998 — 2001
Master of Business Administration (M.B.A.)
Bradley University 1991 — 1995
BS, Finance, Economics
Wells Fargo Advisors February 2010 - Present
Wells Fargo Advisors July 2008 - February 2010
A.G. Edwards April 2000 - June 2008
Stifel Nicolaus October 1998 - April 2000
Edward Jones June 1995 - October 1998
Skills
Trading, 63 Licenses, Business Strategy, Due Diligence, Investment Banking, Risk Management, Financial Markets, Financial Services, Equities, Analysis, Investments, Securities, Capital Markets, Corporate Finance, Asset Allocation, Series 7, Equity Research, Strategy, Series 63, Mutual Funds, Bloomberg, Portfolio Management, Fixed Income, Alternative Investments, Financial Modeling, Asset Management
Education
Washington University in St. Louis - Olin Business School 1998 — 2001
Master of Business Administration (M.B.A.)
Bradley University 1991 — 1995
BS, Finance, Economics
Chris Mantle's Wells Fargo Advisors Experience February 2013 - September 2013
Job Senior BA / Scrum Master
Industry Information Technology and Services
Experience
TDK Technologies - St. Louis IT, Web & Digital Marketing Consulting December 2014 - April 2015
Charter Communications August 2014 - November 2014
MasterCard September 2013 - August 2014
Wells Fargo Advisors February 2013 - September 2013
LMI November 2009 - December 2012
eFrame May 2007 - August 2009
ABB May 2004 - May 2007
Sweetwater County School District #2 January 2001 - January 2003
Idaho Central Credit Union January 1999 - January 2001
Idaho State University January 1996 - January 1999
Skills
Enterprise Architecture, Security, Software Documentation, Project Management, DoDAF, Agile Methodolgy, Cross-functional Team..., Business Analysis, Process Improvement, Requirements Analysis, business
Education
Federated Enterprise Architecture Certification (FEAC) 2012 — 2012
Enterprise Architect, Enterprise Architecture
Idaho State University 1996 — 2000
Bachelors, Computer Information Systems
Brigham Young University - Idaho 1991 — 1992
Humanities, Music
TDK Technologies - St. Louis IT, Web & Digital Marketing Consulting December 2014 - April 2015
Charter Communications August 2014 - November 2014
MasterCard September 2013 - August 2014
Wells Fargo Advisors February 2013 - September 2013
LMI November 2009 - December 2012
eFrame May 2007 - August 2009
ABB May 2004 - May 2007
Sweetwater County School District #2 January 2001 - January 2003
Idaho Central Credit Union January 1999 - January 2001
Idaho State University January 1996 - January 1999
Skills
Enterprise Architecture, Security, Software Documentation, Project Management, DoDAF, Agile Methodolgy, Cross-functional Team..., Business Analysis, Process Improvement, Requirements Analysis, business
Education
Federated Enterprise Architecture Certification (FEAC) 2012 — 2012
Enterprise Architect, Enterprise Architecture
Idaho State University 1996 — 2000
Bachelors, Computer Information Systems
Brigham Young University - Idaho 1991 — 1992
Humanities, Music
Dustin Watts's Wells Fargo Advisors Experience June 2010 - May 2011
Job Recent Law Graduate
Industry Higher Education
Experience
Red Leaf Resources, Inc. April 2014 - March 2015
The Bradshaw Law Group December 2013 - May 2014
Assure Equity Partners January 2014 - March 2014
Cannon Law Associates May 2013 - September 2013
Valet Auto May 2011 - August 2012
Wells Fargo Advisors June 2010 - May 2011
Cambridge Financial Center May 2009 - June 2010
Goldman Sachs March 2008 - May 2009
Morgan Stanley September 2004 - March 2008
Skills
Sales, Public Speaking, Microsoft Excel, Leadership, Strategic Planning, Customer Service, Financial Analysis, Microsoft Office, Team Leadership, Research, Account Management, Social Media, Finance, Data Analysis, Accounting, Analysis, Team Building, Marketing Strategy, Sales Management, Westlaw, Securities Law, Lexis Nexis, Transactional Law, Corporate Law, Securities Regulation
Education
Brigham Young University—J. Reuben Clark Law School 2012 — 2015
Doctor of Law (J.D.), Law
Westminster College 2001 — 2006
Bachelor of Science (BS), International Business
Brighton High School 1998 — 2001
Red Leaf Resources, Inc. April 2014 - March 2015
The Bradshaw Law Group December 2013 - May 2014
Assure Equity Partners January 2014 - March 2014
Cannon Law Associates May 2013 - September 2013
Valet Auto May 2011 - August 2012
Wells Fargo Advisors June 2010 - May 2011
Cambridge Financial Center May 2009 - June 2010
Goldman Sachs March 2008 - May 2009
Morgan Stanley September 2004 - March 2008
Skills
Sales, Public Speaking, Microsoft Excel, Leadership, Strategic Planning, Customer Service, Financial Analysis, Microsoft Office, Team Leadership, Research, Account Management, Social Media, Finance, Data Analysis, Accounting, Analysis, Team Building, Marketing Strategy, Sales Management, Westlaw, Securities Law, Lexis Nexis, Transactional Law, Corporate Law, Securities Regulation
Education
Brigham Young University—J. Reuben Clark Law School 2012 — 2015
Doctor of Law (J.D.), Law
Westminster College 2001 — 2006
Bachelor of Science (BS), International Business
Brighton High School 1998 — 2001
Allen Naugle's Wells Fargo Advisors Experience April 2010 - November 2013
Job Retired
Industry Financial Services
Experience
Home November 2013 - Present
Wells Fargo Advisors April 2010 - November 2013
Education
Bradley University 1966 — 1971
Home November 2013 - Present
Wells Fargo Advisors April 2010 - November 2013
Education
Bradley University 1966 — 1971
Neal Abravanel's Wells Fargo Advisors Experience May 2000 - Present
Job Managing DirectorInvestments at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors May 2000 - Present
Education
Boston University Questrom School of Business 1983 — 1987
Wells Fargo Advisors May 2000 - Present
Education
Boston University Questrom School of Business 1983 — 1987
Heather Daugherty's Wells Fargo Advisors Experience July 2013 - December 2013
Job Senior Business Analyst
Industry Information Technology and Services
Experience
Primero Systems March 2014 - August 2014
Wells Fargo Advisors July 2013 - December 2013
US Bank (CDC) July 2012 - June 2013
Centene Corporation April 2012 - July 2012
Wells Fargo Advisors August 2011 - April 2012
Daugherty Business Solutions November 2009 - July 2011
Elsevier February 2008 - July 2009
GMAC Insurance 2006 - 2007
Response Builders November 2005 - May 2006
Daugherty Business Solutions 2002 - 2005
Skills
SDLC, Agile Methodologies, Agile Project Management, Requirements Gathering, Requirements Analysis, Visio, Business Analysis, Software Project..., SharePoint, Waterfall, Business Intelligence, User Acceptance Testing, PMP, Scrum, SOA, Vendor Management, Web Applications, Data Warehousing, Business Requirements, PMO, Enterprise Architecture, Project Portfolio..., Data Modeling
Education
San Francisco State University 1998 — 2002
Bachelor of Arts, Graphic Design, emphasis Web Development
Brunel University 2001 — 2002
Graphic Design and Product Design
Primero Systems March 2014 - August 2014
Wells Fargo Advisors July 2013 - December 2013
US Bank (CDC) July 2012 - June 2013
Centene Corporation April 2012 - July 2012
Wells Fargo Advisors August 2011 - April 2012
Daugherty Business Solutions November 2009 - July 2011
Elsevier February 2008 - July 2009
GMAC Insurance 2006 - 2007
Response Builders November 2005 - May 2006
Daugherty Business Solutions 2002 - 2005
Skills
SDLC, Agile Methodologies, Agile Project Management, Requirements Gathering, Requirements Analysis, Visio, Business Analysis, Software Project..., SharePoint, Waterfall, Business Intelligence, User Acceptance Testing, PMP, Scrum, SOA, Vendor Management, Web Applications, Data Warehousing, Business Requirements, PMO, Enterprise Architecture, Project Portfolio..., Data Modeling
Education
San Francisco State University 1998 — 2002
Bachelor of Arts, Graphic Design, emphasis Web Development
Brunel University 2001 — 2002
Graphic Design and Product Design
Chrit Evanson's Wells Fargo Advisors Experience October 2011 - December 2012
Job at
Industry Financial Services
Experience
Merrill Lynch January 2013 - Present
Wells Fargo Advisors October 2011 - December 2012
JPMorgan Chase August 2009 - October 2011
prosper inc March 2004 - August 2009
Education
Brigham Young University 2004 — 2007
Utah Valley University 2001 — 2003
Merrill Lynch January 2013 - Present
Wells Fargo Advisors October 2011 - December 2012
JPMorgan Chase August 2009 - October 2011
prosper inc March 2004 - August 2009
Education
Brigham Young University 2004 — 2007
Utah Valley University 2001 — 2003
Dan Litchfield's Wells Fargo Advisors Experience May 2015 - Present
Job Vice President Regional Supervisor at Wells Fargo
Industry Investment Management
Experience
Wells Fargo Advisors May 2015 - Present
Morgan Stanley March 2004 - May 2015
Skills
Series 66, Series 7, Series 9, Series 10, Series 3, Series 31, Uniform Combined State..., Series 63, Securities, Portfolio Management, Mutual Funds, FINRA, Equities, Risk Management, Financial Services, Management, Strategic Planning, Customer Service, Finance, Microsoft Office, Wealth Management, Asset Allocation, Investments, Financial Analysis
Education
University of Utah - David Eccles School of Business 2006 — 2008
MBA, Business Administration and Management, General
Brigham Young University 1997 — 2003
Bachelor's degree, Economics
Wells Fargo Advisors May 2015 - Present
Morgan Stanley March 2004 - May 2015
Skills
Series 66, Series 7, Series 9, Series 10, Series 3, Series 31, Uniform Combined State..., Series 63, Securities, Portfolio Management, Mutual Funds, FINRA, Equities, Risk Management, Financial Services, Management, Strategic Planning, Customer Service, Finance, Microsoft Office, Wealth Management, Asset Allocation, Investments, Financial Analysis
Education
University of Utah - David Eccles School of Business 2006 — 2008
MBA, Business Administration and Management, General
Brigham Young University 1997 — 2003
Bachelor's degree, Economics
Eric Ethington's Wells Fargo Advisors Experience April 2014 - Present
Job Vice President Investments Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors April 2014 - Present
Comerica Wealth & Institutional Management Group 2012 - April 2014
Charles Schwab 2007 - December 2012
Wells Fargo March 1997 - March 2007
Skills
Securities, Mutual Funds, Investments, Retirement Planning, Asset Allocation, Financial Services, Alternative Investments, Equities, Fixed Income, Risk Management
Education
University of California, Hastings College of the Law 1992 — 1995
JD, Law
Brigham Young University 1988 — 1991
BA, Political Science
Wells Fargo Advisors April 2014 - Present
Comerica Wealth & Institutional Management Group 2012 - April 2014
Charles Schwab 2007 - December 2012
Wells Fargo March 1997 - March 2007
Skills
Securities, Mutual Funds, Investments, Retirement Planning, Asset Allocation, Financial Services, Alternative Investments, Equities, Fixed Income, Risk Management
Education
University of California, Hastings College of the Law 1992 — 1995
JD, Law
Brigham Young University 1988 — 1991
BA, Political Science
Cathy Rocke's Wells Fargo Advisors Experience October 2008 - December 2009
Job Deputy Director, Public Health Division, at State of New Mexico
Industry Public Policy
Experience
State of New Mexico September 2013 - Present
State of New Mexico January 2010 - September 2013
Wells Fargo Advisors October 2008 - December 2009
Merrill Lynch April 2006 - September 2008
Santa Fe Emergency Physicians 2003 - 2006
Phase 1 Biotechnology August 1999 - July 2003
Independant Consultant 1993 - 2003
Visiting Nurse Service 1992 - 1993
Digital Equipment Corporation 1987 - 1992
Coopers & Lybrand 1984 - 1987
Skills
Strategic Planning, Contract Management, Contract Negotiation, Investments, Financial Analysis, Business Strategy, Financial Planning, Public Speaking, Management Consulting, Excel, Retirement Planning, Compliance, Strategic Financial..., Microsoft Excel, Sales
Education
Boston University Questrom School of Business 1982 — 1984
MBA, Finance, Health Care Finance
University of California, Berkeley 1976 — 1979
B.S., Dietetics
skyline high school
State of New Mexico September 2013 - Present
State of New Mexico January 2010 - September 2013
Wells Fargo Advisors October 2008 - December 2009
Merrill Lynch April 2006 - September 2008
Santa Fe Emergency Physicians 2003 - 2006
Phase 1 Biotechnology August 1999 - July 2003
Independant Consultant 1993 - 2003
Visiting Nurse Service 1992 - 1993
Digital Equipment Corporation 1987 - 1992
Coopers & Lybrand 1984 - 1987
Skills
Strategic Planning, Contract Management, Contract Negotiation, Investments, Financial Analysis, Business Strategy, Financial Planning, Public Speaking, Management Consulting, Excel, Retirement Planning, Compliance, Strategic Financial..., Microsoft Excel, Sales
Education
Boston University Questrom School of Business 1982 — 1984
MBA, Finance, Health Care Finance
University of California, Berkeley 1976 — 1979
B.S., Dietetics
skyline high school
Flavio Landivar, MBA.'s Wells Fargo Advisors Experience June 2014 - Present
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors June 2014 - Present
UPS October 2012 - June 2014
UPS July 2010 - October 2012
Skills
Series 7, Series 66, Financial Markets, Sales, B2B, Management, Selling, New Business Development, Customer Service, Marketing, Microsoft Excel, Spanish, Marketing Strategy, Sales Presentations, Economics, PowerPoint, Microsoft Word, Outlook, Financial Analysis, Stocks
Education
Bryant University 2015 — 2016
CFP, Finance, General
Nova Southeastern University 2009 — 2012
Master of Business Administration (MBA), Business Administration and Management, General, 3.79
Florida International University 2004 — 2008
Bachelor of Arts (B.A.), Economics
Saint Brendan High School 2002 — 2004
High School
Wells Fargo Advisors June 2014 - Present
UPS October 2012 - June 2014
UPS July 2010 - October 2012
Skills
Series 7, Series 66, Financial Markets, Sales, B2B, Management, Selling, New Business Development, Customer Service, Marketing, Microsoft Excel, Spanish, Marketing Strategy, Sales Presentations, Economics, PowerPoint, Microsoft Word, Outlook, Financial Analysis, Stocks
Education
Bryant University 2015 — 2016
CFP, Finance, General
Nova Southeastern University 2009 — 2012
Master of Business Administration (MBA), Business Administration and Management, General, 3.79
Florida International University 2004 — 2008
Bachelor of Arts (B.A.), Economics
Saint Brendan High School 2002 — 2004
High School
Doug Bates's Wells Fargo Advisors Experience October 2007 - January 2011
Job Financial Advisor
Industry Financial Services
Experience
none January 2011 - Present
none- retired from the financial industry August 1975 - Present
Wells Fargo Advisors October 2007 - January 2011
A. G. Edwards & Sons Inc 1986 - 2007
Merrill Lynch August 1975 - March 1986
Skills
Uniform Combined State..., Fixed Income, Retirement Planning, Series 7, Investments, Asset Management, Asset Allocation, Finance, Portfolio Management, Capital Markets, Financial Modeling, Retirement, Financial Analysis, Mutual Funds, Equities, Securities, Financial Services, Estate Planning
Education
University of Southern Maine 1970 — 1974
MBA, Finance and Investments
Bowdoin College 1962 — 1966
BA, Economics
none January 2011 - Present
none- retired from the financial industry August 1975 - Present
Wells Fargo Advisors October 2007 - January 2011
A. G. Edwards & Sons Inc 1986 - 2007
Merrill Lynch August 1975 - March 1986
Skills
Uniform Combined State..., Fixed Income, Retirement Planning, Series 7, Investments, Asset Management, Asset Allocation, Finance, Portfolio Management, Capital Markets, Financial Modeling, Retirement, Financial Analysis, Mutual Funds, Equities, Securities, Financial Services, Estate Planning
Education
University of Southern Maine 1970 — 1974
MBA, Finance and Investments
Bowdoin College 1962 — 1966
BA, Economics
Lillie Hibbler, Ph.D's Wells Fargo Advisors Experience May 2008 - June 2009
Job Campus College Chair
Industry Education Management
Experience
University of Phoenix July 2012 - Present
River Voices (Book) October 2011 - Present
University of Phoenix 2010 - Present
Wells Fargo Advisors May 2008 - June 2009
Wachovia Securities May 1998 - May 2008
Skills
Higher Education, Public Speaking, Training, Leadership Development, Adult Education, Coaching, Strategy, Business Strategy, Research, Staff Development, Strategic Planning, Teaching, Team Building, Analysis, Curriculum Design, Customer Service, E-Learning, Event Planning, Instructional Design, Leadership, Management, Microsoft Office, Nonprofits, Organizational..., Project Management, Social Media
Education
Capella University 2005 — 2009
Doctorate of Philosophy, Organizational Management/HR
Bowling Green State University
MBA, Marketing
Claflin University
Bachelor of Science (BS), Business Administration and Management, General
University of Phoenix July 2012 - Present
River Voices (Book) October 2011 - Present
University of Phoenix 2010 - Present
Wells Fargo Advisors May 2008 - June 2009
Wachovia Securities May 1998 - May 2008
Skills
Higher Education, Public Speaking, Training, Leadership Development, Adult Education, Coaching, Strategy, Business Strategy, Research, Staff Development, Strategic Planning, Teaching, Team Building, Analysis, Curriculum Design, Customer Service, E-Learning, Event Planning, Instructional Design, Leadership, Management, Microsoft Office, Nonprofits, Organizational..., Project Management, Social Media
Education
Capella University 2005 — 2009
Doctorate of Philosophy, Organizational Management/HR
Bowling Green State University
MBA, Marketing
Claflin University
Bachelor of Science (BS), Business Administration and Management, General
Lance Clemons's Wells Fargo Advisors Experience April 2010 - Present
Job Adminisrative Fellow at Nevada Senior Services
Industry Hospital & Health Care
Experience
Nevada Senior Services May 2012 - Present
Wells Fargo Advisors April 2010 - Present
St. Rose Hospital 2012 - 2012
Education
University of Nevada-Las Vegas 2010 — 2012
Master's degree, Health/Health Care Administration/Management, 3.85
Brigham Young University 2008 — 2010
Bachelor's degree, Sociology, 3.1
Nevada Senior Services May 2012 - Present
Wells Fargo Advisors April 2010 - Present
St. Rose Hospital 2012 - 2012
Education
University of Nevada-Las Vegas 2010 — 2012
Master's degree, Health/Health Care Administration/Management, 3.85
Brigham Young University 2008 — 2010
Bachelor's degree, Sociology, 3.1
Adam Bechler's Wells Fargo Advisors Experience 1989 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors 1989 - Present
Recovery Resources 2011 - Present
Education
Bowling Green State University 1985 — 1989
BSBA, Finance
VF
Wells Fargo Advisors 1989 - Present
Recovery Resources 2011 - Present
Education
Bowling Green State University 1985 — 1989
BSBA, Finance
VF
Adam Currier's Wells Fargo Advisors Experience October 2014 - Present
Job
Industry Financial Services
Experience
Wells Fargo Advisors October 2014 - Present
Kforce Inc June 2014 - October 2014
CareerBuilder.com June 2013 - February 2014
Morgan Stanley Wealth Management May 2012 - May 2013
Bradley University August 2011 - May 2012
Enterprise Rent-A-Car May 2011 - January 2012
Education
Bradley University 2008 — 2012
Bachelor of Science (B.S.), Business Management & Administration
Bradley University: Foster College of Business 2008 — 2012
Bachelor’s Degree, Business Administration and Management, General
Wells Fargo Advisors October 2014 - Present
Kforce Inc June 2014 - October 2014
CareerBuilder.com June 2013 - February 2014
Morgan Stanley Wealth Management May 2012 - May 2013
Bradley University August 2011 - May 2012
Enterprise Rent-A-Car May 2011 - January 2012
Education
Bradley University 2008 — 2012
Bachelor of Science (B.S.), Business Management & Administration
Bradley University: Foster College of Business 2008 — 2012
Bachelor’s Degree, Business Administration and Management, General
Huey L'Herault's Wells Fargo Advisors Experience 1989 - Present
Job
Industry
Experience
Wells Fargo Advisors 1989 - Present
Welcome Wagon 2006 - 2011
Education
Brown University 1960 — 1964
B.A., Political Science
Wells Fargo Advisors 1989 - Present
Welcome Wagon 2006 - 2011
Education
Brown University 1960 — 1964
B.A., Political Science
Felipe Gallegos's Wells Fargo Advisors Experience March 2012 - April 2013
Job Allocation Analyst at Guitar Center
Industry Retail
Experience
Guitar Center August 2015 - Present
Sport Chalet May 2014 - August 2015
Dave Bentz Enterprises January 2013 - June 2014
Sport Chalet April 2013 - July 2013
Wells Fargo Advisors March 2012 - April 2013
Ekotik August 2010 - December 2011
The Church of Jesus Christ of Latter-day Saints October 2007 - October 2009
Skills
SAP ERP, Customer Service, Microsoft Excel, Office Management, Time Management, PowerPoint, Sales, Management, Excellent verbal and..., Knowledge in Business..., Billingual:..., Ability to diffuse..., Strong presentation and..., Outstanding problem..., General office..., Microsoft word, excel..., Cash Handling, eCommunications, Market Research, Data Analysis, Marketing, Leadership, Microsoft Office, Analysis, Strategy, Financial Accounting, Business Management, Marketing Management, Material and..., Entrepreneurial..., Business Communication, Problem Solving and..., Web Business Creation, Sales and Negotiations, Outlook, Microsoft Word, Social Media
Education
Brigham Young University 2012 — 2013
BS Business Management, Entrepreneurship/Entrepreneurial Studies, 3.89
Brigham Young University 2010 — 2011
Business Management, Entrepreneurship/Entrepreneurial Studies, 3.58
Guitar Center August 2015 - Present
Sport Chalet May 2014 - August 2015
Dave Bentz Enterprises January 2013 - June 2014
Sport Chalet April 2013 - July 2013
Wells Fargo Advisors March 2012 - April 2013
Ekotik August 2010 - December 2011
The Church of Jesus Christ of Latter-day Saints October 2007 - October 2009
Skills
SAP ERP, Customer Service, Microsoft Excel, Office Management, Time Management, PowerPoint, Sales, Management, Excellent verbal and..., Knowledge in Business..., Billingual:..., Ability to diffuse..., Strong presentation and..., Outstanding problem..., General office..., Microsoft word, excel..., Cash Handling, eCommunications, Market Research, Data Analysis, Marketing, Leadership, Microsoft Office, Analysis, Strategy, Financial Accounting, Business Management, Marketing Management, Material and..., Entrepreneurial..., Business Communication, Problem Solving and..., Web Business Creation, Sales and Negotiations, Outlook, Microsoft Word, Social Media
Education
Brigham Young University 2012 — 2013
BS Business Management, Entrepreneurship/Entrepreneurial Studies, 3.89
Brigham Young University 2010 — 2011
Business Management, Entrepreneurship/Entrepreneurial Studies, 3.58
Phillip Bicker, CPA's Wells Fargo Advisors Experience June 2009 - July 2009
Job Owner Foxfield Ventures, LLC dba Which Wich
Industry Restaurants
Experience
Foxfield Ventures, LLC dba Which Wich January 2014 - Present
Schlanger & Co, CPA's 2013 - 2014
Ernst & Young September 2012 - September 2013
Sumo's Shave Ice April 2012 - September 2012
Ernst & Young 2011 - 2011
BYU 2008 - 2011
Wells Fargo Advisors June 2009 - July 2009
Colorado State University 2006 - 2008
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Project Planning, Accounting, Research, Financial Analysis, Data Analysis, GAAP, Financial Modeling, Financial Reporting, Microsoft Office, QuickBooks, Financial Accounting, Access, Auditing
Education
Brigham Young University 2009 — 2012
Master's degree, Accounting
Arapahoe High School
Foxfield Ventures, LLC dba Which Wich January 2014 - Present
Schlanger & Co, CPA's 2013 - 2014
Ernst & Young September 2012 - September 2013
Sumo's Shave Ice April 2012 - September 2012
Ernst & Young 2011 - 2011
BYU 2008 - 2011
Wells Fargo Advisors June 2009 - July 2009
Colorado State University 2006 - 2008
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Project Planning, Accounting, Research, Financial Analysis, Data Analysis, GAAP, Financial Modeling, Financial Reporting, Microsoft Office, QuickBooks, Financial Accounting, Access, Auditing
Education
Brigham Young University 2009 — 2012
Master's degree, Accounting
Arapahoe High School
Julie Warren's Wells Fargo Advisors Experience March 2014 - Present
Job AVP, Area Sales Manager Financial Network at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors March 2014 - Present
Wells Fargo Advantage Funds March 2012 - March 2014
Fidelity Investments May 2007 - March 2012
A.G. Edwards & Sons, Inc. January 2005 - April 2007
Skills
Series 63, Investments, Series 7, Financial Analysis, Mutual Funds, Asset Allocation
Education
Isenberg School of Management, UMass Amherst 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Bryant University 2000 — 2004
Bachelor of Science (BS), Finance
Wells Fargo Advisors March 2014 - Present
Wells Fargo Advantage Funds March 2012 - March 2014
Fidelity Investments May 2007 - March 2012
A.G. Edwards & Sons, Inc. January 2005 - April 2007
Skills
Series 63, Investments, Series 7, Financial Analysis, Mutual Funds, Asset Allocation
Education
Isenberg School of Management, UMass Amherst 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Bryant University 2000 — 2004
Bachelor of Science (BS), Finance
C. Scott Smith's Wells Fargo Advisors Experience June 2005 - June 2009
Job Financial Consultant
Industry Financial Services
Experience
E*TRADE Financial April 2011 - Present
Concert Wealth Management, Inc. June 2009 - April 2011
Wells Fargo Advisors June 2005 - June 2009
Morgan Stanley Smith Barney June 1994 - June 2005
Skills
Retirement Planning, Investments, Mutual Funds, Series 7, Strategic Financial..., Retirement, Fixed Annuities, Securities, Equities, Financial Analysis, Series 63, Wealth Management, Banking, Credit, Insurance, Portfolio Management, Finance, Fixed Income, Investment Management, Wealth, Asset Management, Investment Strategies, Investment Advisory, Alternative Investments, Financial Advisory, Risk Management, Analysis, Asset Allocation, Financial Services, Capital Markets, Estate Planning, Bonds, 401k, Hedge Funds, Relationship Management
Education
Bowdoin College 1969 — 1973
Bachelor of Arts (B.A.), Liberal Arts and Sciences
E*TRADE Financial April 2011 - Present
Concert Wealth Management, Inc. June 2009 - April 2011
Wells Fargo Advisors June 2005 - June 2009
Morgan Stanley Smith Barney June 1994 - June 2005
Skills
Retirement Planning, Investments, Mutual Funds, Series 7, Strategic Financial..., Retirement, Fixed Annuities, Securities, Equities, Financial Analysis, Series 63, Wealth Management, Banking, Credit, Insurance, Portfolio Management, Finance, Fixed Income, Investment Management, Wealth, Asset Management, Investment Strategies, Investment Advisory, Alternative Investments, Financial Advisory, Risk Management, Analysis, Asset Allocation, Financial Services, Capital Markets, Estate Planning, Bonds, 401k, Hedge Funds, Relationship Management
Education
Bowdoin College 1969 — 1973
Bachelor of Arts (B.A.), Liberal Arts and Sciences
Jackson Frandsen's Wells Fargo Advisors Experience July 2015 - Present
Job Business Banking Trainee, Commercial Loan Officer
Industry Financial Services
Experience
Wells Fargo Advisors July 2015 - Present
Wells Fargo Advisors December 2011 - July 2015
Assurance Financial LLC June 2009 - January 2012
Horace Mann March 2011 - December 2011
Aflac June 2009 - December 2011
Northwestern Mutual January 2009 - January 2010
Living Scriptures January 2008 - March 2009
Credit Attorney, PLLC January 2008 - April 2008
Skills
Investment Banking, Banking, Retail Banking, Customer Service, Strategic Financial..., Insurance, Health Insurance, Life Insurance, Property & Casualty..., Trusts, Whole Life, Loan Origination, Commercial Lending, Notary Public, Legal Research, Legal Writing, Financial Services, Finance, Investments, Risk Management, Wealth Management, Financial Analysis, Small Business, Sales, Financial Planning
Education
Utah Valley University 2009 — 2016
Personal Financial Planning
Utah Valley University 2009 — 2016
Legal Studies
Brigham Young University 2011 — 2013
Business/Corporate Communications
Westminster College 2010 — 2010
Business Administration and Management, General
Hillcrest High School
LDSBC
Paralegal Studies
Wells Fargo Advisors July 2015 - Present
Wells Fargo Advisors December 2011 - July 2015
Assurance Financial LLC June 2009 - January 2012
Horace Mann March 2011 - December 2011
Aflac June 2009 - December 2011
Northwestern Mutual January 2009 - January 2010
Living Scriptures January 2008 - March 2009
Credit Attorney, PLLC January 2008 - April 2008
Skills
Investment Banking, Banking, Retail Banking, Customer Service, Strategic Financial..., Insurance, Health Insurance, Life Insurance, Property & Casualty..., Trusts, Whole Life, Loan Origination, Commercial Lending, Notary Public, Legal Research, Legal Writing, Financial Services, Finance, Investments, Risk Management, Wealth Management, Financial Analysis, Small Business, Sales, Financial Planning
Education
Utah Valley University 2009 — 2016
Personal Financial Planning
Utah Valley University 2009 — 2016
Legal Studies
Brigham Young University 2011 — 2013
Business/Corporate Communications
Westminster College 2010 — 2010
Business Administration and Management, General
Hillcrest High School
LDSBC
Paralegal Studies
John R. Morency B.S.'s Wells Fargo Advisors Experience August 2011 - December 2011
Job Business Analyst Who Builds Business Using the Best Technology
Industry Information Technology and Services
Experience
ME Global Inc. October 2014 - Present
Independent Contractor September 2006 - October 2014
H. B. Fuller December 2013 - May 2014
Prime Therapeutics May 2012 - July 2013
Wells Fargo Advisors August 2011 - December 2011
RCIS January 2011 - May 2011
Advantage Technical Resourcing February 2010 - January 2011
HB Fuller February 2009 - February 2010
McKesson 2008 - 2008
EMC Publishing, LLC 2007 - 2007
Skills
Software Development, IBM iSeries, Databases, EDI, DB2, Software Documentation, RPG Free, OS/400, Systems Analysis, Program Management, Analysis, Information Technology, iSeries development, Data Warehousing, Software Project..., IT Management, Embedded SQL, Disaster Recovery, Enterprise Architecture, Team Leadership, Microsoft Office - 2010, Cross-functional Team..., Query/400, CLLE Programming, Sequel Viewpoint..., IT Personnel Management, Mentoring New Hires, Software Design, Coaching, New Hire Training, Coursework Design, Team Building, Technical Writing, Public Speaking, Learning Management..., Organizational Behavior, Learning Management, Employee Recognition, Employee Training, Employee Management, Business Analysis, User Acceptance Testing..., Requirements Gathering, Technical Requirements..., Microsoft Excel, Software Quality..., PowerPoint, Microsoft Project, Active Listening, Consensus Building
Education
Metropolitan State University
Course work toward a Masters in MIS - over 90% completed, Masters in MIS - Management Track
Northwestern University
BS, Organizational Administration, 3.85 GPA
Normandale Community College
Business Administration and Management, General, 3.75
Rochester Community and Technical College
Computer Programming, Specific Applications, 4.0 GPA
Brown College
Certificate in Computer Programming, Computer Programming, 3.85 GPA - Third in a class of thirty-three
Minneapolis Community and Technical College
General Studies
Gustavus Adolphus College
Music and Theater
ME Global Inc. October 2014 - Present
Independent Contractor September 2006 - October 2014
H. B. Fuller December 2013 - May 2014
Prime Therapeutics May 2012 - July 2013
Wells Fargo Advisors August 2011 - December 2011
RCIS January 2011 - May 2011
Advantage Technical Resourcing February 2010 - January 2011
HB Fuller February 2009 - February 2010
McKesson 2008 - 2008
EMC Publishing, LLC 2007 - 2007
Skills
Software Development, IBM iSeries, Databases, EDI, DB2, Software Documentation, RPG Free, OS/400, Systems Analysis, Program Management, Analysis, Information Technology, iSeries development, Data Warehousing, Software Project..., IT Management, Embedded SQL, Disaster Recovery, Enterprise Architecture, Team Leadership, Microsoft Office - 2010, Cross-functional Team..., Query/400, CLLE Programming, Sequel Viewpoint..., IT Personnel Management, Mentoring New Hires, Software Design, Coaching, New Hire Training, Coursework Design, Team Building, Technical Writing, Public Speaking, Learning Management..., Organizational Behavior, Learning Management, Employee Recognition, Employee Training, Employee Management, Business Analysis, User Acceptance Testing..., Requirements Gathering, Technical Requirements..., Microsoft Excel, Software Quality..., PowerPoint, Microsoft Project, Active Listening, Consensus Building
Education
Metropolitan State University
Course work toward a Masters in MIS - over 90% completed, Masters in MIS - Management Track
Northwestern University
BS, Organizational Administration, 3.85 GPA
Normandale Community College
Business Administration and Management, General, 3.75
Rochester Community and Technical College
Computer Programming, Specific Applications, 4.0 GPA
Brown College
Certificate in Computer Programming, Computer Programming, 3.85 GPA - Third in a class of thirty-three
Minneapolis Community and Technical College
General Studies
Gustavus Adolphus College
Music and Theater
Bruce Gelfand's Wells Fargo Advisors Experience December 2009 - Present
Job Financial Advisor at UBS Financial Services, Inc.
Industry Financial Services
Experience
Wells Fargo Advisors December 2009 - Present
Morgan Stanley Smith Barney September 1997 - June 2009
Skills
Mutual Funds, Asset Allocation, Alternative Investments, Strategic Financial..., Fixed Annuities, Asset Management, Finance, Financial Modeling, Financial Analysis, Corporate Finance, Strategic Planning, Mergers & Acquisitions, Strategy, Entrepreneurship, Business Planning
Education
Harvard Business School 1999 — 2001
OPM
Brown University 1970 — 1974
BA, Psychology/Education
Wells Fargo Advisors December 2009 - Present
Morgan Stanley Smith Barney September 1997 - June 2009
Skills
Mutual Funds, Asset Allocation, Alternative Investments, Strategic Financial..., Fixed Annuities, Asset Management, Finance, Financial Modeling, Financial Analysis, Corporate Finance, Strategic Planning, Mergers & Acquisitions, Strategy, Entrepreneurship, Business Planning
Education
Harvard Business School 1999 — 2001
OPM
Brown University 1970 — 1974
BA, Psychology/Education
Nancy Levine's Wells Fargo Advisors Experience March 2008 - May 2010
Job Sr. Loan Officer NMLS #40494 at Residential Mortgage Services, Inc. NMLS#1760
Industry Real Estate
Experience
Residential Mortgage Services, Inc. -- NMLS#1760 June 2014 - Present
Home Loan Investment Bank July 2013 - June 2014
MSA Mortgage LLC March 2012 - July 2013
American Bank December 2011 - March 2012
Nationstar Mortgage April 2011 - March 2012
Greenpark Mortgage May 2010 - April 2011
Wells Fargo Advisors March 2008 - May 2010
CTX Mortgage CO August 2002 - February 2008
Skills
Banking, Certified Mortgage..., Credit
Education
Boston University 1980 — 1984
BFA
Residential Mortgage Services, Inc. -- NMLS#1760 June 2014 - Present
Home Loan Investment Bank July 2013 - June 2014
MSA Mortgage LLC March 2012 - July 2013
American Bank December 2011 - March 2012
Nationstar Mortgage April 2011 - March 2012
Greenpark Mortgage May 2010 - April 2011
Wells Fargo Advisors March 2008 - May 2010
CTX Mortgage CO August 2002 - February 2008
Skills
Banking, Certified Mortgage..., Credit
Education
Boston University 1980 — 1984
BFA
Josh Wegner's Wells Fargo Advisors Experience September 2010 - Present
Job Target through AppleOne at A
Industry Information Technology and Services
Experience
Target through AppleOne October 2012 - Present
Wells Fargo Advisors September 2010 - Present
Wells Fargo Financial Services September 2010 - Present
Skills
Microsoft Excel, Microsoft Word, Microsoft Visio, Microsoft Power Point, Business Analysis, PowerPoint, Data Analysis, Banking, Process Improvement, Visio, Project Management
Education
Concordia College 2010 — 2012
Bachelor's degree, Information Technology Management
Concordia University
Bachelor's Degree, Management in Information Technology
Brown College
Associate of Applied Science Degree, E, Commerce2006
Target through AppleOne October 2012 - Present
Wells Fargo Advisors September 2010 - Present
Wells Fargo Financial Services September 2010 - Present
Skills
Microsoft Excel, Microsoft Word, Microsoft Visio, Microsoft Power Point, Business Analysis, PowerPoint, Data Analysis, Banking, Process Improvement, Visio, Project Management
Education
Concordia College 2010 — 2012
Bachelor's degree, Information Technology Management
Concordia University
Bachelor's Degree, Management in Information Technology
Brown College
Associate of Applied Science Degree, E, Commerce2006
Chris Barsi's Wells Fargo Advisors Experience October 2011 - Present
Job Senior Vice President at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors October 2011 - Present
Wells Fargo Advisors September 2010 - October 2011
Deutsche Bank 2008 - 2010
Skills
Series 7, Series 66, Credit, Wealth Management..., Banking, Securities, Loans
Education
Bryant University
Bachelor of Science (BS), Business Administration and Management, General
Wells Fargo Advisors October 2011 - Present
Wells Fargo Advisors September 2010 - October 2011
Deutsche Bank 2008 - 2010
Skills
Series 7, Series 66, Credit, Wealth Management..., Banking, Securities, Loans
Education
Bryant University
Bachelor of Science (BS), Business Administration and Management, General
Josh Epperson's Wells Fargo Advisors Experience January 2014 - Present
Job Regional Bank Private Banker at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2014 - Present
Wells Fargo December 2011 - December 2013
Wells Fargo April 2007 - December 2011
MassMutual Financial Group May 2010 - July 2010
Skills
Mortgage Lending, Mortgage Banking, Consumer Lending, Loans, FHA, Refinance, Small Business Lending, Loan Origination, Credit, FHA financing, Banking, Leadership, Finance, Sales
Education
Brigham Young University 2008 — 2010
Business management, entreprenuership
Wells Fargo Advisors January 2014 - Present
Wells Fargo December 2011 - December 2013
Wells Fargo April 2007 - December 2011
MassMutual Financial Group May 2010 - July 2010
Skills
Mortgage Lending, Mortgage Banking, Consumer Lending, Loans, FHA, Refinance, Small Business Lending, Loan Origination, Credit, FHA financing, Banking, Leadership, Finance, Sales
Education
Brigham Young University 2008 — 2010
Business management, entreprenuership
Vivek Stalam's Wells Fargo Advisors Experience June 2011 - August 2011
Job New Street Research
Industry Financial Services
Experience
New Street Research August 2013 - Present
Water Asset Management January 2013 - August 2013
Argo Management Partners June 2012 - December 2012
GreenWorld Capital October 2011 - December 2012
Wells Fargo Advisors June 2011 - August 2011
Wells Fargo Advisors June 2010 - August 2010
Skills
Data Analysis, Valuation, LBO, Research, Financial Modeling, Equity Research, Financial Statements, Water Industry, Due Diligence, Private Equity, Corporate Finance, Financial Analysis
Education
Bowdoin College 2008 — 2013
BA, Economics
The Shipley School
New Street Research August 2013 - Present
Water Asset Management January 2013 - August 2013
Argo Management Partners June 2012 - December 2012
GreenWorld Capital October 2011 - December 2012
Wells Fargo Advisors June 2011 - August 2011
Wells Fargo Advisors June 2010 - August 2010
Skills
Data Analysis, Valuation, LBO, Research, Financial Modeling, Equity Research, Financial Statements, Water Industry, Due Diligence, Private Equity, Corporate Finance, Financial Analysis
Education
Bowdoin College 2008 — 2013
BA, Economics
The Shipley School
Ian Newland's Wells Fargo Advisors Experience May 2011 - August 2011
Job Leasing Representative at Pyramid Management Group
Industry Commercial Real Estate
Experience
Pyramid Management Group May 2015 - Present
Pyramid Management Group January 2015 - April 2015
Pyramid Management Group February 2014 - January 2015
BNY Mellon August 2012 - February 2014
Bryant University September 2008 - May 2012
Wells Fargo Advisors May 2011 - August 2011
Sysco June 2010 - September 2010
Skills
Commercial Leasing, Lease Negotiations, Real Estate Development, Commercial Real Estate, Finance, Financial Analysis, Public Speaking, Microsoft Excel, Yardi Property..., Yardi Voyager, Financial Statement..., Teamwork, Entrepreneurship, Investments, Financial Services, Microsoft Office, Outlook, Microsoft Word, PowerPoint, Financial Accounting, Access, Financial Modeling
Education
Bryant University 2008 — 2012
Bachelor of Science in Business Administration, Finance
Skaneateles High School 2004 — 2008
High School
Pyramid Management Group May 2015 - Present
Pyramid Management Group January 2015 - April 2015
Pyramid Management Group February 2014 - January 2015
BNY Mellon August 2012 - February 2014
Bryant University September 2008 - May 2012
Wells Fargo Advisors May 2011 - August 2011
Sysco June 2010 - September 2010
Skills
Commercial Leasing, Lease Negotiations, Real Estate Development, Commercial Real Estate, Finance, Financial Analysis, Public Speaking, Microsoft Excel, Yardi Property..., Yardi Voyager, Financial Statement..., Teamwork, Entrepreneurship, Investments, Financial Services, Microsoft Office, Outlook, Microsoft Word, PowerPoint, Financial Accounting, Access, Financial Modeling
Education
Bryant University 2008 — 2012
Bachelor of Science in Business Administration, Finance
Skaneateles High School 2004 — 2008
High School
Eric Lampe's Wells Fargo Advisors Experience August 2009 - Present
Job Information Security Analyst at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo Advisors August 2009 - Present
Wells Fargo March 2008 - August 2009
Wells Fargo December 2005 - March 2008
Buena Vista University January 2002 - January 2004
Buena Vista University August 2001 - January 2004
Buena Vista University August 2002 - May 2003
Skills
Windows Server, Information Security, Networking, Security, Java, PHP, VBScript, SQL, CSS, Perl, Linux, JavaScript, Technical Support, Visual Basic, Help Desk Support, HTML/XML, Troubleshooting, Active Directory
Education
Buena Vista University 2005 — 2009
BS, Computer Science
Wells Fargo Advisors August 2009 - Present
Wells Fargo March 2008 - August 2009
Wells Fargo December 2005 - March 2008
Buena Vista University January 2002 - January 2004
Buena Vista University August 2001 - January 2004
Buena Vista University August 2002 - May 2003
Skills
Windows Server, Information Security, Networking, Security, Java, PHP, VBScript, SQL, CSS, Perl, Linux, JavaScript, Technical Support, Visual Basic, Help Desk Support, HTML/XML, Troubleshooting, Active Directory
Education
Buena Vista University 2005 — 2009
BS, Computer Science
Gregg Simons's Wells Fargo Advisors Experience May 2012 - December 2012
Job Real Estate Agent at Prudential Utah Real Estate
Industry Financial Services
Experience
Prudential Utah Real Estate January 2013 - Present
Wells Fargo Advisors May 2012 - December 2012
Summit Sotheby's International Realty November 2005 - May 2012
Ironwood Resort Development September 2003 - October 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Teaching
Education
BYU 1996 — 2003
Master's degree, Civil and Environmental Engineering
BYU 1996 — 2003
Bachelor of Science (BS), Civil Engineering
Prudential Utah Real Estate January 2013 - Present
Wells Fargo Advisors May 2012 - December 2012
Summit Sotheby's International Realty November 2005 - May 2012
Ironwood Resort Development September 2003 - October 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Teaching
Education
BYU 1996 — 2003
Master's degree, Civil and Environmental Engineering
BYU 1996 — 2003
Bachelor of Science (BS), Civil Engineering
Derlene Calixte's Wells Fargo Advisors Experience March 2010 - October 2012
Job Financial Services Professional
Industry Financial Services
Experience
Tropical Financial Credit Union 2012 - 2013
Wells Fargo Advisors March 2010 - October 2012
Skills
Customer Satisfaction, Customer Service, Microsoft Office
Education
Broward Community College 2008 — 2013
Associate's degree, Legal Assistant/Paralegal
Tropical Financial Credit Union 2012 - 2013
Wells Fargo Advisors March 2010 - October 2012
Skills
Customer Satisfaction, Customer Service, Microsoft Office
Education
Broward Community College 2008 — 2013
Associate's degree, Legal Assistant/Paralegal
Odessa Caudle's Wells Fargo Advisors Experience April 2015 - May 2015
Job Technical Support (Contractor) at Wells Fargo Advisors
Industry Computer Networking
Experience
Wells Fargo Advisors April 2015 - May 2015
VCU Medical Center May 2014 - August 2014
VCU Medical Center January 2014 - April 2014
EY August 2013 - September 2013
Arrow Electronics July 2012 - November 2012
Bryant & Stratton College April 2012 - June 2012
Skills
Technical Support, Software Installation, Troubleshooting, Windows XP, Windows 7, Hardware, Windows Server, Help Desk Support, Information Technology, Active Directory, Cisco IOS, Network Hardware, Windows, Windows Vista, Computer Hardware, Networking, Testing, Group Policy, A+ Certified, VMware, Cisco Technologies, Electronics, Operating Systems, XP, Computer Maintenance, Microsoft Office, Computer Repair, System Migration, Wireless Networking, Cisco Routers, VPN, TCP/IP, System Administration, Electronics Repair, VoIP, Windows XP Pro, Linux, OS X, Hardware Installation, Hardware Support, Laptops, Printers, Dell Computers, Mobile Phone Apps, Desktop Computers, Workstations, IT Operations, LAN-WAN
Education
ECPI College of Technology 2014 — 2016
Bachelor's degree
Bryant and Stratton College-Richmond 2010 — 2012
Associate of Arts and Sciences (A.A.S.)
Wells Fargo Advisors April 2015 - May 2015
VCU Medical Center May 2014 - August 2014
VCU Medical Center January 2014 - April 2014
EY August 2013 - September 2013
Arrow Electronics July 2012 - November 2012
Bryant & Stratton College April 2012 - June 2012
Skills
Technical Support, Software Installation, Troubleshooting, Windows XP, Windows 7, Hardware, Windows Server, Help Desk Support, Information Technology, Active Directory, Cisco IOS, Network Hardware, Windows, Windows Vista, Computer Hardware, Networking, Testing, Group Policy, A+ Certified, VMware, Cisco Technologies, Electronics, Operating Systems, XP, Computer Maintenance, Microsoft Office, Computer Repair, System Migration, Wireless Networking, Cisco Routers, VPN, TCP/IP, System Administration, Electronics Repair, VoIP, Windows XP Pro, Linux, OS X, Hardware Installation, Hardware Support, Laptops, Printers, Dell Computers, Mobile Phone Apps, Desktop Computers, Workstations, IT Operations, LAN-WAN
Education
ECPI College of Technology 2014 — 2016
Bachelor's degree
Bryant and Stratton College-Richmond 2010 — 2012
Associate of Arts and Sciences (A.A.S.)
Stephen Wanvig's Wells Fargo Advisors Experience October 1990 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors October 1990 - Present
A.G. Edwards October 1990 - October 2007
Skills
Retirement Planning, Mutual Funds, Wealth Management
Education
Taylor University 1988 — 1990
Bachelor of Arts (B.A.), Business Administration and Management, General
Bryan College 1985 — 1987
Wells Fargo Advisors October 1990 - Present
A.G. Edwards October 1990 - October 2007
Skills
Retirement Planning, Mutual Funds, Wealth Management
Education
Taylor University 1988 — 1990
Bachelor of Arts (B.A.), Business Administration and Management, General
Bryan College 1985 — 1987
Colby Burke's Wells Fargo Advisors Experience May 2014 - July 2014
Job Student at Bucknell University
Industry Banking
Experience
Wells Fargo Advisors May 2014 - July 2014
Seaport Securities Corp February 2011 - March 2011
Skills
Economics, Finance, Financial Analysis, Computer Science
Education
Bucknell University 2013 — 2017
Bachelor's Degree, Economics, Sophomore
Wells Fargo Advisors May 2014 - July 2014
Seaport Securities Corp February 2011 - March 2011
Skills
Economics, Finance, Financial Analysis, Computer Science
Education
Bucknell University 2013 — 2017
Bachelor's Degree, Economics, Sophomore
Starwood Hotels & Resorts Worldwide, Inc.
Wells Fargo Advisors, LLC
Raytheon Missile Systems
Starwood Hotels & Resorts
Wachovia Securities, LLC
Carestream Health
Pershing
NEC Corporation of America