Wells Fargo Advisors

Industry: Subsidiary

Description

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

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

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

Wells Fargo Advisors Employees

Employee
Years
Job
Industry
Greg Strand Greg Strand San Francisco Bay Area Details
Greg Strand's Wells Fargo Advisors Experience 2009 - 2011
Job Director of Sales, Digital Marketing Expert
Industry Computer Software
Experience
VMob Ltd   March 2015 - Present
Swrve  June 2014 - March 2015
Swrve  October 2013 - June 2014
Entertainment Media Specailists   2012 - 2013
Evolutionary Response Security Agency   2011 - 2012
Wells Fargo Advisors   2009 - 2011

Education
California State University-Long Beach   2007 — 2009
Bachelor of Science (BS)

Robert Mark Linden Robert Mark Linden Indianapolis, Indiana Area Details
Robert Mark Linden's Wells Fargo Advisors Experience September 2000 - December 2010
Job
Industry Financial Services
Experience
Morgan Stanley Wealth Management  December 2010 - Present
Wells Fargo Advisors   September 2000 - December 2010
CIT  June 1997 - August 2000

Education
Butler University   1991 — 1995
Bachelor of Science (BS), Accounting

RICHARD R. GOLDBERG, CFP®, AIF®, CFS® RICHARD R. GOLDBERG, CFP®, AIF®, CFS® Greater Los Angeles Area Details
RICHARD R. GOLDBERG, CFP®, AIF®, CFS®'s Wells Fargo Advisors Experience June 1995 - March 1997
Job Financial Advisor at Citi Personal Wealth Management
Industry Financial Services
Experience
Citi Personal Wealth Management  March 1997 - Present
Wells Fargo Advisors   June 1995 - March 1997
Household Finance Corporation  July 1991 - May 1994

Skills
Certified Financial..., Financial Planning..., Certified Fund..., Magician, Portfolio Management, Wealth Management, Series 7, Retirement Planning, Mutual Funds, Strategic Financial..., Series 63, Investments, Investment Advisory, Asset Allocation, Financial Advisory, Securities, Alternative Investments, Asset Management, Banking, Bonds, Credit, Disability Insurance, Equities, Estate Planning, FINRA, Finance, Financial Services, Fixed Annuities, Fixed Income, Hedge Funds, Investment Management, Investment Strategies, Life Insurance, Loans, Mortgage Lending, Relationship Management, Retirement, Uniform Combined State..., Financial Planning

Education
Cal Poly Pomona
Bachelor's degree, Business Administration and Management, General

Cerritos College
Associate's degree, Business Administration and Management, General

Anthony Adelizi Anthony Adelizi Dallas, Texas Details
Anthony Adelizi's Wells Fargo Advisors Experience October 2012 - December 2014
Job Investment Solutions Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  April 2015 - Present
Wells Fargo Advisors   October 2012 - December 2014
Cbeyond  October 2010 - February 2012
Nordstrom  October 2005 - October 2010
New York Life Insurance Company  July 2009 - May 2010

Skills
Retirement Planning, Wealth Management, Financial Advisory, Asset Allocation, Investment Advisory, Investment Strategies, Investments, Mutual Funds, Fixed Annuities, IRAs, 401k Rollovers, Tax-Efficient Strategies, Stock Analysis, Fixed-income Strategies, Business-owner Planning, Retirement Plan..., Life Insurance

Education
Cal State Fullerton   2007 — 2009
Bachelor of Arts (B.A.), Financial Planning and Services

Fullerton College   2005 — 2007
General Education

El Dorado High School   2001 — 2005

Ashley Marino Ashley Marino Corona Del Mar, California Details
Ashley Marino's Wells Fargo Advisors Experience July 2010 - July 2015
Job Executive Assistant at Emerald Creek Group
Industry Financial Services
Experience
Wells Fargo Advisors   July 2010 - July 2015
Wachovia Securities Financial Network  July 2007 - July 2010

Skills
Human Resources, Customer Service, Employee Relations, Interviews, Banking, Finance, Microsoft Word, Talent Acquisition, Performance Management, Payroll

Education
California State University, Fresno   2003 — 2007
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Laguna Hills High School   1999 — 2003

Richard W. Jackson, CFP ® Richard W. Jackson, CFP ® Orange County, California Area Details
Richard W. Jackson, CFP ®'s Wells Fargo Advisors Experience February 1995 - Present
Job Managing DirectorInvestments at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors   February 1995 - Present
Dean Witter Reynolds Inc.  April 1989 - February 1995

Skills
Retirement Income, Retirement Planning, Financial Services, 401k Rollovers, Asset Allocation, Business Owner Planning, Business-Succession..., Concentrated Stock..., Deferred Compensation..., Estate Investment..., Financial Advisory, Financial Analysis, Financial Reporting, Fixed Income Strategies, Insurance, Investment Planning, Investment Strategies, Investments, Multigenerational..., Relationship Management, Retirement, Retirement Plan..., Retirement Savings, Risk Management, Securities, Strategic Planning

Education
California State University-Long Beach
Bachelor's Degree, Physical Education: Minor in Marketing

Christopher Sciarra Christopher Sciarra Fullerton, California Details
Christopher Sciarra's Wells Fargo Advisors Experience September 2007 - Present
Job Vice President Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   September 2007 - Present
UBS  May 2005 - September 2007

Skills
Financial Guidance, Wealth Management, Retirement Planning, Investment Strategies, Insurance

Education
California State University-Long Beach   1995 — 2000
Political Science and Government

Aarone L. Tirpak Aarone L. Tirpak Seal Beach, California Details
Aarone L. Tirpak's Wells Fargo Advisors Experience November 2005 - Present
Job Senior Vice President, Senior PIM® Portfolio Manager at Tirpak Miller Investment Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Tirpak Miller Investment Group of Wells Fargo Advisors, LLC   November 2001 - Present
Wells Fargo Advisors   November 2005 - Present
Morgan Stanley  June 1998 - November 2001
UPS  1994 - 1998

Skills
Investments, Retirement Planning, Insurance, Retirement, Investment Strategies, Financial Services, Risk Management, Securities, IRAs, Employee Benefits, Operations Management, Banking, Asset Allocation, Hedge Funds, Risk Assessment, Retirement Income..., Retirement Savings, 401k Rollovers, 401k, Medicare, Social Security, Estate Tax Planning, Estate Planning, Financial Planning, Portfolio Management, Wealth Management, Mutual Funds, Asset Management, Series 7, Finance, Management, Financial Advisory, Investment Management, Marketing, Business Development

Education
California State University-Long Beach
Accounting and Finance

Woodrow Wilson Classical High School

Diane Barbee Diane Barbee Santa Ana, California Details
Diane Barbee's Wells Fargo Advisors Experience January 2007 - November 2010
Job Offline Marketing Manager at Optima Tax Relief
Industry Financial Services
Experience
Optima Tax Relief  July 2013 - Present
Wells Fargo Advisors   January 2007 - November 2010

Skills
Series 7, Customer Service, Sales, Social Media Marketing, Marketing, Social Media, Marketing Strategy, Finance, Direct Marketing, Investments

Education
California State University-Fullerton   2011 — 2014
Bachelor of Science (B.S.), Human Services

Kimia Sadeghian Kimia Sadeghian Tustin, California Details
Kimia Sadeghian's Wells Fargo Advisors Experience 2010 - October 2012
Job Social Media Specialist
Industry Public Relations and Communications
Experience
Enterprise Rent-A-Car  May 2015 - Present
ADPOWER Advertising Solutions   January 2015 - May 2015
Ferrari and Maserati of Newport Beach  2014 - May 2015
Solstice Sunglasses  September 2013 - February 2015
SchoolsFirst Federal Credit Union  October 2012 - June 2013
Wells Fargo Advisors   2010 - October 2012

Skills
Banking, Consumer Lending, Loans, Retail Banking, Social Media, Writing News Releases, CEO Speech writing, Customer Service, Credit Unions, Time Management, Leadership, Microsoft Excel, conversational skills, Multi Tasking, Public Relations, Social Networking, Team Building, Social Media Marketing, Sales, Event Planning, Team Leadership, Writing

Education
California State University-Fullerton   2013 — 2015
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication

Saddleback College   2010 — 2013
Associate of Arts (AA), Communication and Media Studies

Bo Caldwell AAMS® Bo Caldwell AAMS® Portland, Oregon Area Details
Bo Caldwell AAMS®'s Wells Fargo Advisors Experience January 2015 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   January 2015 - Present
Edward Jones  September 2012 - January 2015
Lexus  January 2012 - August 2012
Ford's Filling Station  August 2009 - August 2012
Toyota Motor Sales  May 2011 - December 2011
BLD Restaurant   November 2007 - October 2009
Twining Laboratories  September 2007 - March 2008
King Estate Winery  May 2007 - September 2007
The City Nightclub   August 2006 - September 2007
Cafe Lucky Noodle   March 2006 - March 2007

Skills
Financial Analysis, Marketing Research, Social Media, Microsoft Office, Outstanding Customer..., PowerPoint, Word, Excel, Investments, Public Speaking

Education
California State University-Dominguez Hills   2010 — 2011
BA, Marketing, 3.95

Santa Monica College   2009 — 2010
Business Administration

University of Oregon   2002 — 2006
Theatre Arts

LILLY SISOWATH LILLY SISOWATH Orange County, California Area Details
LILLY SISOWATH's Wells Fargo Advisors Experience December 2003 - October 2012
Job Home Mortgage Consultant NMLSR ID 511317 at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage  November 2012 - Present
Wells Fargo Advisors   December 2003 - October 2012
Wells Fargo  October 2003 - October 2012

Skills
Long-term Customer..., Customer Acquisition, Financial Statements, Financial Services, Sales Management, Operations Management, Investment Advisory, Mortgage Lending, Real Estate Financing, Customer Retention, Situational Leadership, Strategic Leadership, Operational Excellence, Retail Banking, Residential Mortgages, Investment Banking, First Time Home Buyers, Refinance, FHA, Finance, Risk Management, Investments

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2004 — 2007
Master of Business Administration (M.B.A.), Finance, General

California State University-Long Beach   2000 — 2001
Bachelor of Business Administration (B.B.A.), International Business

University of Southern California   1997 — 2001

Douglas McKenzie Douglas McKenzie Santa Barbara, California Details
Douglas McKenzie's Wells Fargo Advisors Experience March 2008 - July 2009
Job Vice President, Investments at Wedbush Securities
Industry Financial Services
Experience
Wedbush Securities  July 2009 - Present
Wells Fargo Advisors   March 2008 - July 2009
A.G. Edwards & Sons, Inc.   June 1988 - March 2008

Skills
Wealth Management, Portfolio Management, Personal Financial..., Insurance and Annuities, Stocks and Bonds

Education
California State University Stanislaus   1980 — 1983
Bachelor of Arts (B.A.), Business Administration

Scott Dahlberg Scott Dahlberg Brea, California Details
Scott Dahlberg's Wells Fargo Advisors Experience October 2002 - December 2008
Job Managing Director at Legacy Capital Management LLC
Industry Investment Management
Experience
Legacy Capital Management LLC   December 2008 - Present
Wells Fargo Advisors   October 2002 - December 2008
UBS  April 1997 - October 2002
Dean Witter  June 1993 - April 1997

Skills
Investments, Retirement Planning, Retirement Plan..., Certified Divorce..., Qualified Mediator, Securities, Financial Services, Retirement, Finance, Insurance, Disability Insurance, Asset Management, Portfolio Management, Wealth Management, Alternative Investments

Education
California State University-Los Angeles   1980 — 1984
Sociology

Angela Neumer Angela Neumer United States Details
Angela Neumer's Wells Fargo Advisors Experience 2008 - 2013
Job IT Consultant at Consultant Technologies
Industry
Experience
Consultant Technologies  May 2014 - July 2014
Enterprise Holdings  October 2013 - April 2014
Wells Fargo Advisors   2008 - 2013
Perot Healthcare Systems   2006 - 2008
BJC HealthCare  2001 - 2005

Skills
Microsoft Excel, Business Analysis, Recruiting, Process Improvement, Project Management, SDLC, PowerPoint, Visio, Microsoft Word, Adobe Acrobat, SharePoint

Education
California State University-East Bay
Bachelor of Applied Science (BASc), Computer Science

Arlin Penner Arlin Penner Anaheim, California Details
Arlin Penner's Wells Fargo Advisors Experience June 2012 - Present
Job First Vice President Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   June 2012 - Present
Morgan Stanley Smith Barney  July 1998 - June 2012
Dean Witter  June 1982 - June 1998

Skills
High Net Worth..., Retirement Planning, Asset Allocation, Wealth, Finance, Analysis, Retirement, Mutual Funds, Investment Strategies, Financial Advisory, Estate Investment..., Investment Planning

Education
The American College   1999 — 2000
Planning for Impact in the Context of Family wealth; Charitable Strategies; and Gift Planning

Cal State Fullerton   1967 — 1970
Cal Life Secondary Credential, Biology/Chemistry

Tabor College Hillsboro, KS   1965 — 1967
Bachelor's degree, Biology/Chemistry

California State University-Long Beach
Certified Specialist in Planned Giving, CSULB Foundation - American Institute of Philanthropy -

Rene Pfeif Rene Pfeif Fresno, California Area Details
Rene Pfeif's Wells Fargo Advisors Experience April 1995 - June 2011
Job Accounting Mgr/Owner at Bill Pfeif & AssociatesPfeif Residential Group
Industry Real Estate
Experience
Bill Pfeif & Associates-Guarantee Real Estate   October 2002 - Present
Wells Fargo Advisors   April 1995 - June 2011
State Center Credit Union   January 1980 - February 2001

Skills
Financial Reporting, Accounting, Accounts Payable, Accounts Receivable, Account Reconciliation, Financial Analysis, GAAP, QuickBooks, Accruals, Financial Statements, Variance Analysis, Fixed Assets, Internal Controls, Cash Flow

Education
California State University-Fresno   1990 — 1994
Bachelor of Applied Science (B.A.Sc.), Finance and Financial Management Services

Diablo Valley College

David Himebaugh David Himebaugh Spokane, Washington Area Details
David Himebaugh's Wells Fargo Advisors Experience August 2009 - January 2015
Job Senior Vice President at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co.   January 2015 - Present
Wells Fargo Advisors   August 2009 - January 2015
Smith Barney  January 1986 - August 2009

Education
California State University-Long Beach - College of Business Administration   1978 — 1983
Bachelor of Science (B.S.), Business Administration / Finance

Pius X HS   1973 — 1977

Richard Marx Richard Marx Charlotte, North Carolina Details
Richard Marx's Wells Fargo Advisors Experience June 2008 - August 2009
Job Associate at Fairview Real Estate Solutions
Industry Real Estate
Experience
Fairview Real Estate Solutions  September 2014 - Present
Wells Fargo  June 2012 - September 2014
Wachovia, A Wells Fargo Company  September 2009 - June 2012
Wells Fargo Advisors   June 2008 - August 2009

Skills
Banking, Financial Analysis, Credit, Finance, Loans, Financial Risk, Credit Analysis, Risk Management, Mortgage Lending, Portfolio Management, CMBS

Education
Cabrini College   2005 — 2008
BS, Accounting

Cabrini College   2005 — 2008
Bachelor of Science (B.S.), Accounting and Finance

Chase Metcalf Chase Metcalf Newport Beach, California Details
Chase Metcalf's Wells Fargo Advisors Experience January 2013 - December 2014
Job Client Service Associate at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp.  January 2015 - Present
Business Owner  January 2010 - Present
Wells Fargo Advisors   January 2013 - December 2014
Jack's Surfboards  January 2011 - December 2011

Skills
Clerical Skills, Event Planning, Public Speaking, Time Management, Microsoft Office, Sales, Marketing, Inventory Management, Teamwork, Databases, Client Relations, Event Production, Customer Service

Education
California State University-Fullerton, Mihaylo College of Business and Economics   2015 — 2017
Bachelor of Business Administration, Finance

Irvine Valley College   2013 — 2015

Faye Floyd Faye Floyd San Diego, California Details
Faye Floyd's Wells Fargo Advisors Experience April 2015 - Present
Job Branch Liaison Assistant Vice President at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   April 2015 - Present
Wells Fargo Advisors   January 2009 - April 2015
Merrill Lynch  May 2008 - January 2009
Imperial Capital Bancorp   January 2006 - January 2008
US Bank  June 2004 - January 2006

Skills
Retirement Planning, Mutual Funds, Investments, Retirement, Securities, Asset Allocation

Education
California State University San Marcos   2003 — 2005
Bachelor's Degree, Communication, General, cum laude

Arik Urquidez Arik Urquidez Greater Los Angeles Area Details
Arik Urquidez's Wells Fargo Advisors Experience August 2014 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   August 2014 - Present
Morgan Stanley  June 2013 - July 2014
Marcus & Millichap  August 2012 - July 2013
KW Commercial.  January 2011 - August 2012
National Equity Advisors  January 2006 - December 2009
Marcus & Millichap  January 2005 - December 2005

Skills
Investments, Financial Planning, Retirement Planning, 401k Rollovers, Estate Investment..., Financial Advisory, Financial Services, Insurance, Tax-Efficient Strategies, Wealth Preservation...

Education
California State University-Northridge   1997 — 2002
Bachelor of Science, Business Administration, Management

Montclair College Prep   1993 — 1997

Frank Parlato Frank Parlato Greater Los Angeles Area Details
Frank Parlato's Wells Fargo Advisors Experience May 2004 - July 2006
Job Wealth Advisor at Palomar Financial Services, LLC
Industry Financial Services
Experience
Palomar Financial Services, LLC   September 2014 - Present
LifeMark Securities Corp  October 2012 - September 2014
UnionBanc Investments   July 2006 - December 2010
Wells Fargo Advisors   May 2004 - July 2006
WM Financial Services  March 1999 - April 2004

Skills
401k Rollovers, Retirement Planning, Financial Advisory, IRAs, Investment Advisory, Retirement, Fixed Annuities, Asset Allocation, Uniform Combined State..., Alternative Investments, Series 63, Investment Strategies, Long-term Care, Investments, Wealth Management, Strategic Financial..., Mutual Funds, 401k, Securities, Portfolio Management, Series 7, Life Insurance, ETFs, Separately Managed..., Financial Services, Traditional IRA, Roth IRA, SEP IRA, Indexed Annuities, Life & Health Insurance..., Wealth, Finance, Estate Planning, Asset Management, Insurance

Education
California State University-Fullerton
Bachelor of Business Administration(B.B.A.), Management

Tristan Gerber Tristan Gerber Claremont, California Details
Tristan Gerber's Wells Fargo Advisors Experience September 2008 - June 2013
Job Financial Analyst at Scripps College
Industry Financial Services
Experience
Scripps College  May 2015 - Present
Wells Fargo  June 2013 - May 2015
Wells Fargo Advisors   September 2008 - June 2013

Skills
Valuation, Analysis, Research, Market Research, Finance, Financial Analysis, Microsoft Office, Investments, Management, Financial Modeling, Commercial Banking, Banking, Credit, Portfolio Management, Securities

Education
California State Polytechnic University-Pomona   2008 — 2012
Bachelor of Science, Finance

Bryan Powell Bryan Powell Grover, Missouri Details
Bryan Powell's Wells Fargo Advisors Experience April 2013 - Present
Job VP Client Contact Center Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   April 2013 - Present
Scottrade  June 2008 - April 2013
Scottrade  November 1997 - June 2008

Skills
Change Management, Leadership, Leadership Development, Supervision, Business Coaching, Professional Mentoring, Project Management, Project Coordination, Sales Management, Management, Sales, Banking, Analysis, Training, Strategy, Process Improvement, Finance, Performance Management, Budgets, Financial Services, Coaching, Program Management, Investments, Risk Management, Securities, ETFs, Options, Trading, Equities, Bonds, Financial Markets, Portfolio Management, FINRA, Uniform Combined State..., Wealth Management, Mutual Funds, Investment Advisory

Education
Cal State Fullerton   2005 — 2007
Master's degree, Econometrics and Quantitative Economics

California State University-Long Beach   1992 — 1996
Bachelor of Science (B.S.), Economics

Giovanni Navarrete Giovanni Navarrete New York, New York Details
Giovanni Navarrete's Wells Fargo Advisors Experience August 2009 - January 2010
Job Enterprise Account Executive at Yext
Industry Online Media
Experience
Yext  May 2015 - Present
Glassdoor  January 2015 - April 2015
Glassdoor  June 2013 - January 2015
ADP  January 2010 - October 2012
Wells Fargo Advisors   August 2009 - January 2010
The Housing Guide of JB Publications   August 2006 - May 2009

Skills
Lead Generation, CRM, Direct Sales, Account Management, Sales Operations, Cold Calling, Sales, Sales Process, Recruiting, Business Development, New Business Development, Customer Service, Management, Email Marketing, Start-ups, Recruitment Advertising, Employer Branding

Education
California State University-Chico   2004 — 2009
Bachelors of Science- Business Administration Marketing-Major, Project Management-Minor

Jeffrey Hosilyk Jeffrey Hosilyk Reno, Nevada Details
Jeffrey Hosilyk's Wells Fargo Advisors Experience April 2007 - Present
Job Financial Advisor, Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  April 2007 - Present
Wells Fargo Advisors   April 2007 - Present

Skills
Series 7, series 66, Wealth Management, Retirement Planning, Mutual Funds, Investment Advisory, Strategic Financial..., Asset Allocation, Investments, Financial Advisory, Retirement, Investment Strategies, Securities, Portfolio Management, Alternative Investments, 401k Rollovers, 401k, Insurance, Life Insurance, Health Insurance, Variable Annuities, Fixed Annuities, Indexed Annuities

Education
California State University-Long Beach   1994 — 2000
Entrepreneurship/Entrepreneurial Studies

Alison Nagatani Alison Nagatani Earlimart, California Details
Alison Nagatani's Wells Fargo Advisors Experience January 2001 - April 2003
Job Partner, Manager at C. Nagatani Farms, American Pistachio Growers Board of Directors, @cnagfarms
Industry Farming
Experience
American Pistachio Growers   February 2015 - Present
C.Nagatani Farms   January 2010 - Present
AT&T  May 2004 - May 2011
Wells Fargo Advisors   January 2001 - April 2003

Skills
Marketing Strategy, Mergers & Acquisitions, Management Consulting, Management, Sustainable Agriculture, Sales Management, Budgets, Horticulture, Financial Reporting, Sustainability, Strategy, Entrepreneurship

Education
California State University-Long Beach   1998 — 2003
Bachelor of Arts (BA) Mathematical Economics, Bachelor of Science (BS) Business Finance

West High School, Bakersfield CA   1994 — 1998

Lance Thayer Lance Thayer Greater San Diego Area Details
Lance Thayer's Wells Fargo Advisors Experience January 2003 - January 2005
Job Energy Consultant
Industry Renewables & Environment
Experience
American Solar Direct  January 2012 - Present
ALL In : Action Lifestyle Licensing, International, LLC   January 2008 - January 2011
Countrywide, Inc   January 2005 - January 2008
Wells Fargo Advisors   January 2003 - January 2005
Merrill Lynch  January 1999 - January 2003
Wells Fargo  January 1996 - January 1999
Costco Wholesale  January 1988 - January 1996

Skills
Salesforce.com, Sales, Customer Service, Team Building, Sales Presentations, Selling, Cold Calling, Direct Sales, Sales Effectiveness, Key Account Management, Microsoft Office, Capital Equipment, Finance, Forecasting, Loans, Mortgage Lending, Business Development

Education
California State University-Fullerton   1988 — 1992
Bachelor of Arts (BA), Finance and Financial Management Services

Nancy Braun Romo Nancy Braun Romo Woodland Hills, California Details
Nancy Braun Romo's Wells Fargo Advisors Experience October 2014 - Present
Job Registered Client Associate at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   October 2014 - Present
Wells Fargo Advisors   November 2012 - September 2014
Wells Fargo  March 2010 - November 2012

Skills
Retirement Planning, Wealth Management, Customer Service, Investment Planning, 401k Rollovers, College Education..., Estate Investment..., Relationship Management, Insurance, Tax-efficient Strategies, Saving & Investing

Education
California State University-Fullerton   2005 — 2008
Bachelor of Arts (B.A.), Finance

Norman Kwong Norman Kwong Encino, California Details
Norman Kwong's Wells Fargo Advisors Experience 2007 - 2012
Job Senior Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   2007 - 2012
Wells Fargo  2002 - 2005

Education
California State University-Los Angeles   2004 — 2007
Bachelor of Business Administration, Finance

Chanel Rosa Chanel Rosa Orange County, California Area Details
Chanel Rosa's Wells Fargo Advisors Experience July 2009 - November 2010
Job Contracts Administrator at Applied General Agency, Inc.
Industry Insurance
Experience
Applied General Agency, Inc.   October 2010 - Present
Wells Fargo Advisors   July 2009 - November 2010

Skills
Health Insurance, Risk Management, Disability Insurance, Insurance, Term Life Insurance, Underwriting, Commercial Insurance, Team Building, Long-term Care, Customer Service, Life Insurance, Fixed Annuities, Process Improvement, Account Management, Strategic Planning, Financial Analysis, Microsoft Excel, Medicare, Retirement, Training, Sales, Marketing

Education
California State University-Long Beach   2008 — 2010
Bachelor of Science (B.S.), Finance

Colin Petersen Colin Petersen Chico, California Details
Colin Petersen's Wells Fargo Advisors Experience 2012 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   2012 - Present
Wells Fargo Advisors   2007 - 2012

Skills
Financial Services, Wealth Management

Education
California State University-Chico   2005 — 2009
Bachelor of Science (B.S.), Financial Management

Erik Hollman Erik Hollman Mountain View, California Details
Erik Hollman's Wells Fargo Advisors Experience October 2011 - December 2011
Job Program Manager for eTouch Systems at Google Inc.
Industry Program Development
Experience
eTouch Systems at Google Inc.   August 2014 - August 2015
Johnson Controls  September 2013 - April 2014
Johnson Controls  May 2012 - September 2013
Wells Fargo Advisors   October 2011 - December 2011
CorpInnova Inc   August 2010 - December 2011
Rosebud Magazine   March 2009 - May 2010
Sterling Systems   May 2007 - December 2008
Prudential California Realty / RE/MAX Accord   July 2003 - April 2007
Real Time Solutions  January 2001 - October 2002
Computown  1996 - 1997

Skills
Business Analysis, Vendor Management, SharePoint, Quality Assurance, Customer Relations, Team Leadership, Change Management, Telecommunications, Team Building, Leadership, Training, Contact Centers, Management, Security, Integration, Project Management, Customer Service, Sales, Data Center

Education
California State University-Chico
B.S, Computer Information Systems

Detra Turpin Detra Turpin Charlotte, North Carolina Area Details
Detra Turpin's Wells Fargo Advisors Experience February 2011 - June 2011
Job Instructional Designer at Time Warner Cable
Industry Professional Training & Coaching
Experience
Time Warner Cable  December 2014 - Present
Accenture  June 2013 - March 2014
Time Warner Cable  November 2012 - June 2013
Wells Fargo  June 2012 - November 2012
Wells Fargo Home Mortgage  June 2011 - August 2011
Wells Fargo Advisors   February 2011 - June 2011
Assurant Specialty Property  2006 - January 2010
Safeco  November 2003 - 2006
Independent Consulting  July 2003 - November 2003
California Training Cooperative   June 1998 - May 2003

Skills
Instructional Design, Technical Writing, Instructor-led Training, Process Improvement, Curriculum Development, Needs Analysis, Visio, Technical Training, SharePoint, Training, Organizational..., Leadership, Blended Learning, Call Centers, Leadership Development, Strategic Planning, Career Development, Management, E-Learning, Software Documentation, Change Management, Program Management, Employee Training, Performance Improvement, Team Leadership, Training Delivery, Learning Management, Captivate, Consulting, Project Management, ADDIE, Workshop Facilitation, Six Sigma, Curriculum Design, Performance Management, Performance Consulting, Learning Management..., SnagIt, Adult Education, Culture Change, Staff Development, Employee Engagement

Education
Indiana University Bloomington   1975 — 1982
BA, Economics, Journalism

California State University-Long Beach
Certificate, Training & Development

Joseph Mackie Joseph Mackie Greater Philadelphia Area Details
Joseph Mackie's Wells Fargo Advisors Experience October 2013 - June 2015
Job Branch Manager at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo  June 2015 - Present
Wells Fargo Advisors   October 2013 - June 2015
Sovereign Bank  June 2013 - September 2013
Wells Fargo co  July 2011 - March 2013
Wells Fargo Advisors   June 2013 - 2013
The Bradley Foundation   April 2010 - June 2011
AT&T Mobility  October 2006 - January 2010

Skills
Sales, Banking, Customer Service, Talent Management, Fashion, Fashion Design, Customer Satisfaction, Relationship Management, Finance, Sales Management, Credit, Account Management, Salesforce.com, Retail, Leadership, Business Strategy, New Business Development, Negotiation, Tax Preparation, Organizational..., Management, Portfolio Management, Retail Banking, Cross Selling, Lines Of Credit, Risk Management, Team Building, Business Planning, Loans, Financial Services, Consumer Lending, Mortgage Lending, Direct Sales, Financial Analysis, CRM, Series 63, Investments, Insurance, Retirement Planning, Wealth Management, Securities, Series 6, Loan Origination, Public Speaking, Nonprofits, Coaching, Microsoft Word, Time Management, Microsoft Office

Education
Cabrini College   2002 — 2007
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General

Cabrini College   2002 — 2006
Associates in Business Administration, Business Administration, Finance, and Human Resources Management

Theodore Pe Theodore Pe Placentia, California Details
Theodore Pe's Wells Fargo Advisors Experience January 2014 - August 2015
Job Premier Banker at Wells Fargo
Industry Banking
Experience
Wells Fargo Advisors   January 2014 - August 2015
Wells Fargo  June 2012 - August 2015
Wells Fargo  June 2011 - June 2012
Hat World / Lids.com   November 2007 - December 2011

Skills
Customer Service, Sales, Retail Sales, Time Management, Data Entry, Retail, File Management, Outlook, Customer Satisfaction, Inventory Management, PowerPoint, Merchandising, Critical Thinking, Microsoft Excel, Teamwork, Filing, Visual Merchandising, Social Networking

Education
California State University-Fullerton   2008 — 2012
Bachelor of Arts (BA), Business Administration/Finance

Steve Matter Steve Matter Newport Beach, California Details
Steve Matter's Wells Fargo Advisors Experience March 2010 - July 2011
Job Sales Management | SVP | Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  2010 - Present
Wells Fargo Advisors   March 2010 - July 2011
Smith Barney  September 1992 - January 2009
Paine Webber  February 1990 - September 1992
Merrill Lynch Life Insurance   July 1987 - February 1990
EF Hutton  April 1983 - July 1987

Skills
Estate Planning, Wealth Management, Sales, Coaching, Team Building, Training, Best Selling Author, Alternative Investments, Wealth, Long Term Care Insurance, Retirement Planning, Insurance, Life Insurance, Financial Advisory, Strategic Financial..., Fixed Annuities, Financial Analysis, Retirement, Series 63, IRAs, Series 6, Asset Allocation, Series 7, Investment Advisory, Mutual Funds

Education
College for Financial Planning   1987 — 1989
CFP, Financial Services

California State University-Fullerton, Mihaylo College of Business and Economics   1972 — 1974
BA, Marketing & Business Admin

Long Beach City College

David Bethune David Bethune Orange County, California Area Details
David Bethune's Wells Fargo Advisors Experience March 2004 - June 2009
Job Private Banker at Wells Fargo
Industry Online Media
Experience
Wells Fargo  October 2014 - Present
Carnetics LLC   2013 - Present
Ziff Davis, Inc.   January 2011 - December 2013
Logic Media LLC   January 2006 - December 2010
Wells Fargo Advisors   March 2004 - June 2009

Skills
Wealth Management, Relationship Management, Investments, Financial Services, Loans, Finance, Private Banking, Mortgage Lending, Credit, Insurance, Credit Analysis, Retirement Planning, Business Strategy, Digital Strategy, Ad Networks, Digital Marketing, Online Advertising, Mobile Advertising, SEO, Social Media, Content Strategy, Digital Media, New Media, Blogging, Editorial, Content Management, Publishing, Rich Media, Start-up Ventures, Google Adwords, Google Analytics, Automotive Aftermarket, Automotive Products, Commercial Banking

Education
California State University-Fullerton   1999 — 2004
Bachelor of Arts (B.A.), Business Finance

Jan Paul Villanueva Jan Paul Villanueva Greater Los Angeles Area Details
Jan Paul Villanueva's Wells Fargo Advisors Experience November 2008 - May 2010
Job Digital Sales & Distribution, Business Development
Industry Entertainment
Experience
Warner Bros. Entertainment Group of Companies  August 2015 - Present
Warner Bros. Entertainment Group of Companies  June 2014 - August 2015
Billabong  2013 - 2014
Sony Pictures Entertainment  2011 - 2013
The Walt Disney Company  July 2010 - December 2010
STUSSY, INC.   September 2009 - May 2010
Wells Fargo Advisors   November 2008 - May 2010

Skills
Microsoft Excel, Forecasting, Finance, Fashion, Leadership, Financial Analysis, Financial Forecasting, Financial Reporting, Social Media, PowerPoint, Outlook, Account Reconciliation, Financial Modeling, SAP, Microsoft Word, Marketing, Microsoft Office, Photoshop, Customer Service, Budgets, Financial Accounting, Essbase, JD Edwards, MS Excel Pivot Tables, Hyperion Enterprise, Variance Analysis, Accounting, Project Planning, Sarbanes-Oxley Act, Analytics, Analysis, Strategy

Education
California State University-Long Beach - College of Business Administration   2008 — 2010
Bachelor of Science, Finance

Sysong Vue Sysong Vue Sacramento, California Area Details
Sysong Vue's Wells Fargo Advisors Experience May 2009 - January 2012
Job Branch Manager
Industry Financial Services
Experience
SAFE Credit Union  September 2012 - Present
Chase Investment Services, Corp  May 2012 - September 2012
NYLIFE Securities, LLC  January 2012 - May 2012
Wells Fargo Advisors   May 2009 - January 2012
Wachovia Bank  March 2008 - May 2009
Washington Mutual Bank/Chase Bank   May 2004 - March 2008
US Bank  October 1999 - March 2008

Skills
Social Skills, Finance, Banking, Retirement Planning, Insurance, IRA's, Retirement, Mutual Funds, Annuities, Term Life Insurance, Retirement Income..., Savings, Business Planning, Customer Service, Coaching, Customer Relations, Credit, Loans, Problem Solving, Mentoring, Strategic Planning, Small Business, Bi-lingual, Communications, Inter-personal, Notary Public, Fixed Annuities, Mortgage Lending, Communication

Education
CSU Sacramento   2010 — 2010

CSU Stanislaus   1998 — 1999

Lino N'shimba Lino N'shimba San Francisco Bay Area Details
Lino N'shimba's Wells Fargo Advisors Experience June 2009 - November 2011
Job President Directeur General at Integrated Services Audits Analysis & Controls "IS2AC"
Industry Wine and Spirits
Experience
Integrated Services Audits Analysis & Controls "IS2AC"   May 2015 - Present
Africa Equity & Investment Group   February 2015 - Present
In Vino Veritas California "IVVC"   May 2010 - Present
Wells Fargo Advisors   June 2009 - November 2011
Wells Fargo  June 2009 - November 2011
Citi  July 2007 - March 2009

Skills
Finance, Customer Service, Financial Analysis, Budgets, Marketing, Financial Reporting, Forecasting, Event Management, Event Planning, Strategic Planning, Management, Sales, Sales Management, Team Building, Marketing Strategy, Banking, Hospitality, Microsoft Excel, Food, Business Development

Education
University of Phoenix   2007 — 2009
Master of Business Administration (MBA), Business Administration

California State University-Hayward   1999 — 2001
Political Science/Pre-Law, International Studies

Chabot College   1996 — 1998
International Studies, International Relations and Affairs

Pang Chi (Kevin) Huang Pang Chi (Kevin) Huang Greater Los Angeles Area Details
Pang Chi (Kevin) Huang's Wells Fargo Advisors Experience 2012 - 2012
Job Student at California State UniversityLong Beach
Industry Management Consulting
Experience
Wells Fargo Advisors   2012 - 2012
El Camino College  2010 - 2011
Knott's Berry Farm  2006 - 2007

Skills
Computer Security, Market Research, Online Research, Accurate Data Entry, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Bilingual-English/Chines...

Education
California State University-Long Beach   2011 — 2013
Bachelor of Science (B.S.), Business Administration and Human Resources Management

El Camino College   2008 — 2011
Associate's degree, General Studies

Gailyn Johnson Gailyn Johnson Minneapolis, Minnesota Details
Gailyn Johnson's Wells Fargo Advisors Experience 2009 - 2011
Job Chief Operating Officer, Wealth Management at U.S. Bank
Industry Financial Services
Experience
U.S. Bank   July 2012 - Present
Wells Fargo Advisors   2009 - 2011
Wells Fargo and Co  2003 - 2009
Wells Fargo  2000 - 2003
DoughNet Inc   1999 - 2000
Wells Fargo  1994 - 1997
Wells Fargo  1993 - 1994
Wells Fargo  1990 - 1993
Wells Fargo  1989 - 1990
Wells Fargo  1985 - 1989

Skills
Wealth Management, Call Center, Operations Management, Compliance, Risk Management, Client Services, Business Strategy, Certified Public..., Mass Affluent Strategies, Contact Center Strategy, Contact Center..., Call center start-up, Fiduciary Services, Trust Operations, Wealth Management..., Private Bank, Internet Banking, Mobile Banking, Direct Banking, Alternate Channels, Phone Banking, Financial Services, Leadership, Management, Mutual Funds, Program Management, Call Centers

Education
California State University-Fresno   1973 — 1976
BA

Ross Kitchin Ross Kitchin San Francisco Bay Area Details
Ross Kitchin's Wells Fargo Advisors Experience June 2009 - July 2009
Job Senior Consultant at EY
Industry Financial Services
Experience
Ernst & Young  March 2012 - Present
California State University, Chico  August 2007 - December 2011
Men's Lacrosse CSU Chico   August 2009 - June 2011
Community Legal Information Center  February 2010 - December 2010
Wells Fargo Advisors   June 2009 - July 2009

Skills
PowerPoint

Education
California State University-Chico   2007 — 2011
Business Administration- Financial Services & Financial Management, Economics

Stephanie (Van Horn) Hirschfeld Stephanie (Van Horn) Hirschfeld Houston, Texas Details
Stephanie (Van Horn) Hirschfeld's Wells Fargo Advisors Experience March 2011 - January 2012
Job GTI Business Mgmt Administrator at JPMorgan Chase & Co.
Industry Information Technology and Services
Experience
JPMorgan Chase & Co.   December 2014 - Present
Westside Tennis and Fitness  January 2010 - Present
Weatherford  June 2014 - September 2014
JCC Maccabi Games (Community Service)   January 2014 - September 2014
Grant Thornton LLP  January 2014 - May 2014
Cabot Oil & Gas Corporation  June 2013 - December 2013
Core Laboratories  July 2012 - February 2013
Agecom America   July 2010 - April 2012
Wells Fargo Advisors   March 2011 - January 2012

Education
University of Saint Thomas   2012 — 2014
Master of Business Administration (M.B.A.), Finance, General, 3.9

California Polytechnic State University-San Luis Obispo   2005 — 2009
bachlores of science, Biochemistry

Allison Sheridan Allison Sheridan Greater Los Angeles Area Details
Allison Sheridan's Wells Fargo Advisors Experience April 2010 - Present
Job MBA Candidate at the University of Southern California
Industry Financial Services
Experience
Wells Fargo Advisors   April 2010 - Present
California State University, Long Beach  January 2009 - August 2010
United States Senate  September 2008 - January 2009

Skills
PowerPoint, Microsoft Excel, Microsoft Word, Economics, Public Speaking, Leadership, Photoshop, Access, Event Planning, Customer Service, Finance, Financial Analysis, Data Analysis, Investments, Organization, Research, Microsoft Office, Strategic Planning, Time Management

Education
University of Southern California   2015 — 2018
Master of Business Administration (MBA)

California State University-Long Beach   2009 — 2012
Bachelor of Science, Business Administration - Management Information Systems, Decisions Technologies

Robert J Lawrence Robert J Lawrence La Mirada, California Details
Robert J Lawrence's Wells Fargo Advisors Experience February 2014 - Present
Job Private Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  December 2014 - Present
Wells Fargo Advisors   February 2014 - Present
Wells Fargo  February 2014 - December 2014
Wells Fargo  November 2010 - February 2014
Wells Fargo  December 2009 - November 2010

Skills
Portfolio Management, Commercial Banking, Banking, Account Management, Organizational..., Customer Service, Product Marketing, Leading People, Financial Advisory, Private Banking, Relationship Management

Education
California State University-Fullerton   2001 — 2007
Organizational Communications, Human Communications

Melody Behi Melody Behi Greater San Diego Area Details
Melody Behi's Wells Fargo Advisors Experience September 2009 - Present
Job Registered Branch Manager's Assistant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   September 2009 - Present
Morgan Stanley Smith Barney  June 2005 - September 2009

Skills
Series 7, FINRA, Securities, Mutual Funds

Education
San Diego State University-California State University   2003 — 2005
MA, Communication-Media Studies

California State University, Fresno   1998 — 2001
BA, Journalism

Buchanan High

John Kamm John Kamm Greater Denver Area Details
John Kamm's Wells Fargo Advisors Experience May 2012 - May 2014
Job Founder at Linked Investments, Ltd.
Industry Financial Services
Experience
Linked Investments, Ltd.   February 2015 - Present
Merrill Lynch Wealth Management, Bank of America Corporation  May 2014 - December 2014
Wells Fargo Advisors   May 2012 - May 2014

Education
Waseda University   2001 — 2003
Master's Degree, MBA in Venture Capital Management

University of Colorado Denver   1994 — 1998
Bachelor's Degree, Geological and Earth Sciences/Geosciences

California State University-Los Angeles
Chemistry

William Emery William Emery Greater St. Louis Area Details
William Emery's Wells Fargo Advisors Experience August 2011 - July 2012
Job Senior Project Leader at Washington University in St. Louis
Industry Information Technology and Services
Experience
Washington University in St. Louis  December 2012 - Present
Wells Fargo Advisors   August 2011 - July 2012
Wells Fargo Advisors   September 2009 - January 2011
SAIC  March 2009 - September 2009
Wachovia Securities  November 2007 - March 2009
Lockheed Martin  March 2006 - November 2007
MetaMatrix  April 2005 - January 2006
Anheuser-Busch  October 2003 - April 2005
Charles Schwab  August 2000 - November 2001
Pivia, Inc.   1999 - 2000

Skills
User Experience, Testing, Test Planning, Software Quality..., Quality Assurance, User Acceptance Testing, Quality Center, SDLC, QTP, Requirements Analysis, Unix, SharePoint, Test Management, HP QTP, Manual Testing, Integration, Regression Testing, Test Automation, Oracle, Software Documentation, System Testing, Test Cases, SQL

Education
California State University-Hayward   1990 — 1992
BS, Computer Science

Theresa Moultrie Theresa Moultrie Los Angeles, California Details
Theresa Moultrie's Wells Fargo Advisors Experience July 2007 - June 2012
Job Agent at State Farm – The Moultrie Financial Group
Industry Insurance
Experience
State Farm – The Moultrie Financial Group   June 2012 - Present
Wells Fargo Advisors   July 2007 - June 2012
MetLife  May 2000 - August 2005
Aegon Nederland  June 1995 - May 2000

Skills
Insurance, Property & Casualty..., Commercial Insurance, Health Insurance, Term Life Insurance, Life Insurance, Disability Insurance, Umbrella Insurance, General Insurance, Casualty, Fixed Annuities, Liability

Education
UCLA Anderson School of Management
Certificate in Financial Planning, MBA-Business Administration and Management, General

California State University-Long Beach
Bachelor's degree, Business Administration Finance/Real Estate

Joseph Hammons Joseph Hammons Indianapolis, Indiana Details
Joseph Hammons's Wells Fargo Advisors Experience June 2002 - Present
Job Associate Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   June 2002 - Present

Skills
Financial Advising, Marketing, Mutual Funds, Financial Advisory, Investments, Financial Risk, Wealth Management, Customer Service, Financial Analysis, Portfolio Management, Strategic Financial..., Retirement Planning, Sales, Finance

Education
Butler University   1992 — 1997
Bachelor of Science (B.S.), Finance

Cincinnati Moeller High School   1988 — 1992

Ethan Moon Ethan Moon Orange County, California Area Details
Ethan Moon's Wells Fargo Advisors Experience June 2003 - March 2012
Job Wells Fargo Home Mortgage Consultant NMLSR ID: 516539
Industry Financial Services
Experience
Wells Fargo Home Mortgage  August 2007 - Present
Wells Fargo Advisors   June 2003 - March 2012
United States Army Reserve  September 2001 - April 2011

Skills
Refinance, Banking, Investment Properties, FHA, Financial Advisory, Loans, Finance, Fixed Annuities, Financial Services, Social Media, Leadership, Investments, Credit, Small Business, Risk Management, Executive Management, Referrals

Education
California State University-Fullerton, Mihaylo College of Business and Economics   2003 — 2008
Business Administration / Finance, Finance, Accounting, Marketing, Operation Management, Business Law, Insurance, Real Estate

Westminster High School

Westminster High School

Westminster High School

Rhonda Maxwell Rhonda Maxwell Greater Los Angeles Area Details
Rhonda Maxwell's Wells Fargo Advisors Experience January 2009 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   January 2009 - Present
Wachovia Securities, LLC  August 2001 - October 2011
A.G. Edwards & Sons, Inc.   August 2001 - October 2007
Merrill Lynch Investment Managers  December 1992 - August 2001
The Press Enterprise  November 1990 - December 1992

Skills
Investments, Finance, Mergers & Acquisitions, Retirement Planning, Small Business, Fixed Annuities

Education
California State University-Long Beach   2003 — 2004
CSPG, Financial Planning

San Diego State University-California State University   1999 — 2000
Certificate in Personal Financial Planning, Personal Financial Planning

University of Northern Iowa   1986 — 1990
BA, Economics, Science, Communications

California State University-Dominguez Hills   1988 — 1989

University of Northern Iowa
Bachelors

Brandon Ly , CRPC® Brandon Ly , CRPC® Greater Los Angeles Area Details
Brandon Ly , CRPC®'s Wells Fargo Advisors Experience October 2014 - Present
Job First Vice President Investments Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   October 2014 - Present
Oppenheimer & Co. Inc.   November 2009 - October 2014
Wells Fargo Advisors   August 2008 - November 2009
Bank of America  December 2003 - February 2008

Skills
Alternative Investments, Equities, Investments, Asset Allocation, Retirement Planning, Fixed Income, Mutual Funds, Securities, Investment Strategies, Capital Markets, Bloomberg, Financial Modeling, Equity Research, CompTIA A+ Certification, Institutional..., Fund of Hedge Funds, Private Equity, Sales of Restricted and..., Single Strategy Hedge..., Equity and Fixed Income..., Exchange Traded Funds, 401k Rollovers, Retirement, Multigenerational..., Insurance Investment..., Financial Services, Estate Investment..., Business-Succession..., Risk Management..., Tax-Efficient Strategies, Wealth-Preservation..., Due Diligence, Offshore Investments, EB5, Cash Management

Education
California State Polytechnic University-Pomona
Bachelor of Science in Business Administration

Jason Rankin, CFP® Jason Rankin, CFP® Fresno, California Details
Jason Rankin, CFP®'s Wells Fargo Advisors Experience February 2003 - Present
Job First Vice President Investments at Rankin Wealth Management Group of Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   February 2003 - Present

Skills
401(k) Rollovers, Financial Advisory, Asset Allocation, Retirement Planning, Wealth Management, Investment Planning, Insurance, Strategic Planning, Mutual Funds, Investments, Securities, Business-owner Planning, Concentrated Stock..., Fixed-income Strategies, Bonds, Annuities, Tax-efficient Strategies, Estate Planning, Finance, Wealth Management..., Retirement, Investment Strategies, Asset Management, Life Insurance

Education
California State University, Fresno   1996 — 2001
Business, Marketing

Clovis West High School   1992 — 1996

Darrin Conrad Darrin Conrad Modesto, California Area Details
Darrin Conrad's Wells Fargo Advisors Experience July 2011 - Present
Job Associate Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   July 2011 - Present
Morgan Stanley Smith Barney  November 2006 - July 2011
Edward Jones Investments  March 2001 - November 2006
US Navy  September 1991 - June 1996

Skills
Finance, Navy, 401k Rollovers, Asset Allocation, Deferred Compensation, Financial Advisory, investment planning, Investments, Retirement, Retirement Planning, Retirement Plan..., Wealth Preservation...

Education
University of Iowa   2015 — 2016
Bachelor's Degree, Entrepreneurial Management

CSU Stanislaus
Business Administration, Finance

Norman Watters Norman Watters Suffolk, Virginia Details
Norman Watters's Wells Fargo Advisors Experience October 2011 - Present
Job Private Banker at Wells Fargo
Industry Banking
Experience
Wells Fargo Bank N.A  July 2014 - Present
Wells Fargo Advisors   October 2011 - Present
SunTrust Bank  July 2008 - December 2009
US Navy  October 2003 - February 2008

Skills
Series 6, Series 7, Series 63, Series 65, Investments, Financial Services, Financial Advisory, Portfolio Management, CRM, Loans, Retirement Planning, Credit, Cross Selling, Life Insurance, IRAs, Retail Banking, Commercial Banking, Equities, Fixed Annuities, Lines Of Credit, Annuity Sales, Variable Annuities, Mutual Funds, Wealth Management, Finance

Education
Old Dominion University   2010 — 2011
Business

California State University-Los Angeles   2001 — 2003
Business

Ashley Walley Ashley Walley San Francisco, California Details
Ashley Walley's Wells Fargo Advisors Experience February 2011 - November 2012
Job Marketing Consultant at Wells Fargo
Industry Marketing and Advertising
Experience
Wells Fargo Health Savings Accounts   November 2012 - Present
Wells Fargo Advisors   February 2011 - November 2012
Wells Fargo Insurance Services  October 2004 - January 2011
Axiom Advisors & Consultants, Inc.   July 2001 - August 2004
Barnett Cox & Associates  March 2001 - June 2001

Skills
Brand Management, Integrated Marketing, Marketing Communications, Marketing Strategy, New Business Development, Marketing, Advertising, Editing, Sales Management, Financial Analysis, Sales, Brand Awareness, Risk Management, Strategic Planning, Consulting

Education
California Polytechnic State University-San Luis Obispo
BA, Business Administration, Marketing

Callie McBee Callie McBee Chico, California Area Details
Callie McBee's Wells Fargo Advisors Experience February 2007 - July 2011
Job Strategic Operations Manager, Relatable Communicator and Organized Achiever I Military Veteran
Industry Information Services
Experience
Enloe Medical Center  June 2014 - May 2015
Department of Veterans Affairs  March 2013 - June 2014
Stifel Financial Corp.  July 2011 - July 2012
Wells Fargo Advisors   February 2007 - July 2011
United States Department of Defense  July 2004 - September 2007
United States Air Force  August 2000 - May 2002

Skills
Microsoft Office, Public Speaking, Event Planning, Administrative..., Leadership, Teamwork, Time Management, Management, Critical Thinking, Project Management, Research, Social Networking, Social Media, Nonprofits, Public Relations, Office Management, Leadership Development, Salesforce.com, Oracle, QuickBooks, Training, Customer Service, Team Building, Strategic Planning, Policy, Marketing, Sales, Microsoft Excel

Education
Simpson University   2014 — 2015
Bachelor of Arts (BA), Organizational Leadership, Business Administration and Management, General

Butte College   2013 — 2013
Associates of Arts (AA), Social and Behavioral Sciences, Business Administration and Management, General

Joel Miller Joel Miller Orange County, California Area Details
Joel Miller's Wells Fargo Advisors Experience 2010 - 2011
Job Financial Consultant at Tirpak Miller Investment Group of Wells Fargo Advisors, LLC
Industry Investment Management
Experience
Tirpak Miller Investment Group of Wells Fargo Advisors, LLC   2011 - Present
Wells Fargo Advisors   2010 - 2011
YMCA of Orange County  2006 - 2011
Imperial Middle School   2009 - 2010
San Diego State University  2006 - 2008

Skills
Retirement Planning, Investments, Finance, Insurance, Alternative Investments, Mutual Funds, Investment Strategies, Retirement, Management, Securities, Financial Advisory, Asset Allocation, IRAs, Financial Services, Strategic Planning, Executive Management, Equities, Financial Analysis, Employee Benefits, Financial Modeling, Private Equity, Valuation, Small Business, Mergers & Acquisitions, Hedge Funds, Personal Finance, Fixed Annuities, Financial Markets

Education
San Diego State University-California State University
B.A., Mathematics, Education

California State University-Fullerton
Mathematics Credential, Education

Universidad Antonio de Nebrija
Spanish Language and Literature

Rajpreet sangha jr Rajpreet sangha jr Turlock, California Details
Rajpreet sangha jr's Wells Fargo Advisors Experience July 2014 - Present
Job Regional Premier Banker (Licensed)
Industry Investment Banking
Experience
Wells Fargo Advisors   July 2014 - Present
Wells Fargo  May 2013 - Present
United States Postal Service  March 2010 - January 2011

Skills
Public Speaking, Public Relations, Sales, Microsoft Office, Microsoft Word, PowerPoint, Research, Team Leadership, Financial Analysis, Management, Graphic Design, Business Planning, Business Development, Business Intelligence, Business Analysis, Small Business, Business Process..., Banking, Credit, Customer Service, Loans, Relationship Management, Retail Banking

Education
California State University-Stanislaus   2011 — 2013
Bachelor's Degree, Accounting and Finance

Pitman high school   2004 — 2008

Allison Martinez Allison Martinez Fullerton, California Details
Allison Martinez's Wells Fargo Advisors Experience August 2014 - Present
Job Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   August 2014 - Present
UBS Financial Services, Inc.   April 2013 - August 2014
Alpha Chi Omega Fraternity, Inc.   May 2012 - December 2012
Yogurtland  March 2011 - May 2012
Yogurtland  September 2010 - March 2011

Education
California State University-Fullerton   2010 — 2014
Bachelor of Business Administration (BBA), Concentrating in Finance, Junior

Derek Pritchard Derek Pritchard Dublin, California Details
Derek Pritchard's Wells Fargo Advisors Experience August 1992 - May 2002
Job Independent Financial Advisor
Industry Financial Services
Experience
PRITCHARD ASSET MANAGEMENT   July 2014 - Present
BancWest Investments   February 2009 - March 2014
Wachovia Securities  August 2007 - December 2008
BANC OF AMERICA INVESTMENT SERVICES  May 2002 - June 2007
Wells Fargo Advisors   August 1992 - May 2002

Skills
Investments, Asset Management, Financial Analysis, Customer Service, Management, Portfolio Management, Financial Planning, Microsoft Office, Microsoft Excel, Financial Services, Client Rapport, Long-term Customer..., Finance, Retirement Planning, Wealth Management

Education
California State University-Chico   1986 — 1990
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services

Al Nicolosi CRPC® Al Nicolosi CRPC® Trenton, New Jersey Details
Al Nicolosi CRPC®'s Wells Fargo Advisors Experience January 2002 - November 2008
Job Branch Manager, Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 2008 - Present
Wells Fargo Advisors   January 2002 - November 2008
Edward Jones Investments  February 1995 - October 2002

Education
Cabrini College
Associates, Business

Nicholas Freitas Nicholas Freitas San Francisco Bay Area Details
Nicholas Freitas's Wells Fargo Advisors Experience August 2008 - August 2011
Job Business Development Representative, SalesForce
Industry Computer Software
Experience
Salesforce  October 2015 - Present
Bank of the West  November 2013 - Present
Bank of America Merrill Lynch  August 2011 - November 2013
Wells Fargo Advisors   August 2008 - August 2011
Wells Fargo Advisors   January 2006 - August 2008
City of Gilroy Community Services   June 1999 - September 2005

Skills
Wealth Management, Investment Strategies, Series 7, Series 63, Retirement Planning, Mutual Funds, Investments, Retirement, Strategic Financial..., Asset Allocation, Fixed Annuities, Securities, Investment Advisory, Portfolio Management, Financial Advisory, Series 6, Banking, Credit, Financial Services, Relationship Management, Loans

Education
CSU Chico   2003 — 2005
Bachelor's degree, Kinesiology and Exercise Science

Gavilan College   2001 — 2003
Associate's degree, General Studies

Zachary Spiess Zachary Spiess New York, New York Details
Zachary Spiess's Wells Fargo Advisors Experience June 2004 - November 2006
Job Sales and Account Management at Startup Institute ♦ Relationship Builder
Industry Capital Markets
Experience
Startup Institute  June 2015 - Present
International Creative Productions   January 2014 - June 2015
Bank of America Merrill Lynch  June 2007 - April 2014
Wells Fargo Advisors   June 2004 - November 2006
Associated Students Presents   July 2003 - May 2004

Skills
Sales, Relationship Management, Account Management, Business Development, Strategic Partnerships, Leadership, Analysis, Strategy, Event Planning, Capital Markets, Prime Brokerage, Training, Music, Music Industry, Live Events, Hedge Funds, Equities, Securities, Options, Talent Booking, Concert Production, ETFs, Alternative Investments, Electronic Trading, Securities Lending, Series 7, Fixed Income

Education
California State University-Chico   2001 — 2004
Bachelor's Degree, Finance and Financial Management Services

Christine Crafton Christine Crafton Orange County, California Area Details
Christine Crafton's Wells Fargo Advisors Experience October 2010 - June 2011
Job Talent Acquisition at Oakley
Industry Human Resources
Experience
Oakley  February 2015 - Present
Oakley  December 2012 - February 2015
Celtic Leasing Corp.  August 2012 - December 2012
Celtic Leasing Corp.  June 2011 - August 2012
Cypress High School  October 2007 - August 2011
Wells Fargo Advisors   October 2010 - June 2011
Los Angeles County Office of Education  May 2006 - January 2009

Skills
Marketing, Leadership, Human Resources, Sales, Customer Service, Management, Employee Relations, Social Networking, Social Media, Training, Microsoft Office, Public Speaking, Microsoft Excel, Interviews, Event Planning, Time Management, Team Building, Employee Training, Talent Acquisition, Teamwork, Coaching, Account Management, Applicant Tracking..., PowerPoint, Microsoft Word, Outlook, Organizational..., Employee Benefits, Leadership Development, Data Analysis, Office Management, SAP, Critical Success Factors, Taleo, Survey Monkey

Education
California State University-Long Beach   2005 — 2010
Bachelor of Science, Human Resources Management

Erik Oberhammer Erik Oberhammer Greater Los Angeles Area Details
Erik Oberhammer's Wells Fargo Advisors Experience November 2013 - March 2014
Job Financial Analyst at Nestlé Corporate HQ
Industry Financial Services
Experience
Nestlé  September 2015 - Present
Morgan Stanley  June 2014 - May 2015
CalFirst National Bancorp  April 2014 - June 2014
Wells Fargo Advisors   November 2013 - March 2014
Vision Care Medical Group   May 2007 - November 2009

Skills
Dynamic Forecasting, Financial Modeling, SAP, Essbase, Valuation, Budget Forecasts, Ad Hoc Reporting, MS Excel Pivot Tables, Data Analysis, Financial Analysis, Banking, Project Management, Strategic Planning, Business Analysis, Target Costing, Performance Reporting

Education
California State University-Long Beach   2010 — 2013
Bachelor of Science (BS), Finance and Analytics

St. Francis High School (La Cañada)   2004 — 2008
Scholar Student Athlete

Jessica Camy Walton Jessica Camy Walton San Francisco Bay Area Details
Jessica Camy Walton's Wells Fargo Advisors Experience April 2001 - September 2004
Job Regional Marketing Manager | San Francisco/Peninsula Region at Coldwell Banker Northern California
Industry Marketing and Advertising
Experience
Coldwell Banker Northern California  2015 - Present
GunnJerkens Marketing Communications  January 2011 - 2014
Toastmasters International  April 2008 - January 2011
Orthopaedic & Spine Care Physical Therapy   May 2006 - April 2008
Wells Fargo Advisors   April 2001 - September 2004

Skills
Social Media, Microsoft Office, Marketing Communications, Public Relations, Public Speaking, Social Media Marketing, Event Planning, Marketing Strategy, Marketing, Advertising, Social Networking, Blogging, Event Management, Press Releases, Team Leadership, SEO, Email Marketing, Facebook, Team Building, Management, Newsletters, Strategy, Fundraising, Strategic Planning, Training, Integrated Marketing, Leadership, Corporate Communications, Online Marketing, Copywriting, Nonprofits, Coaching, Customer Service, Online Advertising, Digital Marketing, Small Business, Leadership Development, Budgets

Education
New England College   2013 — 2014
Master of Science (MS), Real Estate Management

Fuller Theological Seminary   2009 — 2013
MA, Cross-Cultural Studies and International Development

Hope International University   2010 — 2012
MBA, Management

California State University-Long Beach   2004 — 2007
BA, Communications-Rhetoric & Public Policy

Glen Guinto Glen Guinto Orange County, California Area Details
Glen Guinto's Wells Fargo Advisors Experience December 2013 - Present
Job Premier Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Advisors   December 2013 - Present
JPMorgan Chase & Co.   December 2012 - December 2013
Wells Fargo  August 2012 - December 2012
Wells Fargo  June 2012 - August 2012
Wells Fargo  October 2011 - June 2012

Skills
Credit, Mortgage Lending, Portfolio Management, Customer Service, Banking, Loans, Credit Analysis, Mortgage Banking

Education
California State University-Fullerton

Bradley G Lowe Bradley G Lowe Orange County, California Area Details
Bradley G Lowe's Wells Fargo Advisors Experience January 2010 - April 2010
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual  February 2015 - Present
Bank of America  July 2014 - May 2015
Bank of America  July 2012 - July 2014
Wells Fargo Advisors   January 2010 - April 2010
Wells Fargo  July 2009 - January 2010

Skills
Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Leadership, Analysis, Communication, Customer Service, Public Speaking, Event Planning, Social Networking, Strategic Planning, Team Building, Management, Social Media, Finance, Time Management, Marketing

Education
California State University-Fullerton   2000 — 2006
Bachelor's degree

California State University-Fullerton, Mihaylo College of Business and Economics   2000 — 2006
Bachelor's Degree

Dennis Shu Dennis Shu Greater Los Angeles Area Details
Dennis Shu's Wells Fargo Advisors Experience June 2013 - November 2014
Job LPL Financial Advisor
Industry Financial Services
Experience
LPL Financial - Perennial Group   November 2014 - Present
Wells Fargo Advisors   June 2013 - November 2014
Merrill Lynch  September 2011 - June 2013

Education
California State University-Channel Islands
Bachelor’s Degree, Business

UCLA Extension
Certified Financial Planning

University of California, Santa Barbara
Electrical Engineering

Ariana Patino Ariana Patino San Francisco Bay Area Details
Ariana Patino's Wells Fargo Advisors Experience September 2014 - Present
Job The will to achieve is not something that can be imposed, the drive must come from within.
Industry Banking
Experience
Wells Fargo Advisors   September 2014 - Present
Wells Fargo  January 2014 - Present
Wells Fargo Advisors   January 2014 - September 2014
Wells Fargo  January 2014 - September 2014
Wells Fargo  January 2013 - September 2014
Patiño Properties   December 2003 - December 2012
Switch, LLC   June 2012 - September 2012
MannEdge Properties INC   December 2007 - June 2012
MannEdge Properties Inc   December 2007 - May 2012
Bonn &Feeney, LLP   March 2006 - December 2007

Skills
Real Estate, Office Administration, Communication, Business Strategy, Office Management, Apple, Microsoft Office, QuickBooks, Outlook, Business Ethics, Legal Assistance, Accounting, Accounts Payable, Account Reconciliation, Accounts Receivable, Spanish-speaking, Bookkeeping, Telephone Skills, Sales, Team Building, Property Management, Finance, Account Management, Administration, Budgets, Business Planning, Customer Service, Event Management, Event Planning, Expenses, Human Resources, Invoice Processing, Invoicing, Leadership, Management, Marketing, Microsoft Excel, Microsoft Word, Negotiation, Nonprofits, Payroll, PowerPoint, Purchasing, Real Estate Transactions, Small Business

Education
California State University-East Bay   2005 — 2007
MBA, Management

Cal State University Hayward   2002 — 2005
BS Degree, Business Administration; Accounting

Lauren M. Williams, CFP®, CRPC® Lauren M. Williams, CFP®, CRPC® Roseville, California Details
Lauren M. Williams, CFP®, CRPC®'s Wells Fargo Advisors Experience June 2006 - 2013
Job Certified Financial Planner™ | Instructor of Financial Planning | Public Speaker
Industry Financial Services
Experience
Hanson McClain Advisors  2013 - Present
UC Davis Extension  December 2014 - Present
Financial Planning Association of Northern California   August 2012 - January 2014
Wells Fargo Advisors   June 2006 - 2013
Regency Electric Company  2005 - 2006
Region 4 Education Service Center  2002 - 2005

Skills
Relationship Management, Microsoft Office, Team Leadership, Wealth Management, Public Speaking, Personal Financial..., Marketing, Microsoft Excel, Sales Presentations, Customer Service, Leadership, Strategic Financial..., Investments, Series 7, Retirement, Mutual Funds, Asset Allocation, Financial Advisory, Finance, Retirement Planning, Estate Planning, Portfolio Management, Investment Strategies, Investment Advisory, Financial Planners, Fixed Annuities, Wealth Management..., 401k, Uniform Combined State..., Asset Management, Finacial, Wealth Accumulation..., Income for Life, Saving for Education, 401k Rollovers, Traditional IRA, Tax-advantaged..., Investment Portfolio..., Global Tactical Asset..., Risk Budgeting, Tactical Asset..., Retirement Plan..., Financial Literacy..., Personal Budgeting, Business Intelligence, Market Intelligence

Education
California Lutheran University
Master of Business Administration (M.B.A.), Financial Planning

College for Financial Planning
CFP® Certification Professional Education Program, Estate Planning

Hawaii Pacific University
BSBA Finance and AS Management, Graduated Cum Laude

Lone Star College
Associate of Arts, Marketing

Brody Marino Brody Marino Laguna Hills, California Details
Brody Marino's Wells Fargo Advisors Experience June 2015 - August 2015
Job Student at California State UniversityChico
Industry
Experience
Wells Fargo Advisors   June 2015 - August 2015
Wells Fargo Advisors   June 2013 - September 2013
VIZIO  June 2012 - August 2012

Skills
Microsoft Word, Microsoft Office, Customer Service, Microsoft Excel, Sales, Cold Calling, Market Research, Social Media, Marketing, Creative Services, PowerPoint, Marketing Strategy, IAD, Public Speaking, Social Networking, Teamwork, Time Management, Event Planning, Adobe Creative Suite, Leadership

Education
CSU Chico   2011 — 2016
Bachelor of Business Administration (BBA), Marketing

Brent W. Schneider, MBA Brent W. Schneider, MBA Orange County, California Area Details
Brent W. Schneider, MBA's Wells Fargo Advisors Experience 2010 - 2013
Job Mortgage Banker at JPMorgan Chase & Co., NMLSR ID:938291
Industry Real Estate
Experience
JPMorgan Chase & Co.   September 2015 - Present
Wells Fargo Home Mortgage  2013 - April 2015
Wells Fargo Advisors   2010 - 2013
Wells Fargo  2008 - 2010
PNC  2007 - 2008
Merrill Lynch  2005 - 2007
Wells Fargo  2003 - 2005
Northwestern Mutual  2001 - 2003

Skills
Mortgage Lending, Loan Origination, Mortgage Banking, Refinance, Underwriting, Wealth Management, Loans, FHA, Banking, Financial Services, Commercial Lending, Consumer Lending, Small Business Lending, Commercial Banking, Portfolio Management, Sales, Investments, Financial Analysis, Series 7, Customer Service, Credit Analysis, Credit Risk, Credit

Education
Argosy University Washington, DC   2007 — 2010
MBA, Business Administration

California State University-Northridge   2001 — 2003
BA, Psychology

Los Angeles Pierce College   1999 — 2001
AA, General

Amber Mears Amber Mears Seal Beach, California Details
Amber Mears's Wells Fargo Advisors Experience August 2007 - Present
Job Vice PresidentInvestments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   August 2007 - Present
UBS Wealth Management  July 2001 - August 2007

Skills
401k Rollovers, Asset Allocation, Financial Advisory, Insurance, Relationship Management, Retirement Planning, Mutual Funds, Bonds, Variable Annuities, Fixed Annuities, Strategic Planning, Wealth Preservation...

Education
California State University-Long Beach
Bachelor's Degree, Finance and Financial Management Services

Los Alamitos High

Debra Cohen Debra Cohen Las Vegas, Nevada Details
Debra Cohen's Wells Fargo Advisors Experience January 2002 - Present
Job First Vice President at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   January 2002 - Present
Sutro and Company   March 1996 - January 2002
Smith Barney Shearson  June 1991 - March 1996

Skills
Fixed-Income..., Securities,..., 401K Rollovers,..., Long Term Care...

Education
California State Polytechnic University-Pomona   1978 — 1982
Bachelor's Degree, Drama and Business

James Church James Church Bakersfield, California Area Details
James Church's Wells Fargo Advisors Experience 2010 - Present
Job First Vice President Investment Officer at Wells Fargo Advisors
Industry Investment Management
Experience
Wells Fargo Advisors   2010 - Present
Morgan Stanley Smith Barney  2009 - 2010
Smith Barney  2004 - 2009

Skills
Deferred Compensation, Estate Investment..., Insurance, Investments, Multigenerational..., Retirement Planning, Wealth Preservation...

Education
California State University-Bakersfield   1985 — 1990
Bachelor of Science, Business Adminstration concentration in Finance

North High

Rick Perea Rick Perea San Francisco Bay Area Details
Rick Perea's Wells Fargo Advisors Experience 2008 - 2010
Job Sales Manager at Ray Morgan Company
Industry Information Technology and Services
Experience
Ray Morgan Company  June 2015 - Present
Ricoh Americas Corporation  July 2012 - June 2015
Bank of the West  January 2012 - June 2012
Wells Fargo Advisors   2008 - 2010
Tri Global Inc   January 2006 - 2008

Skills
Microsoft Office, Leadership, Sales Management, Customer Service, Management, Sales, Key Account Management, Salesforce.com, Budgets, Finance, Account Management, Sales Process, Microsoft Excel, Process Improvement, Team Leadership, Solution Selling, Team Building, Direct Sales

Education
California State University, Fresno   1998 — 2000
Bachelor's Degree, Business Administration and Management, General

Annie Sam Annie Sam Greater Los Angeles Area Details
Annie Sam's Wells Fargo Advisors Experience June 2006 - Present
Job MotoIQ.com
Industry Automotive
Experience
GFOS Concepts, Inc DBA MotoIQ.com   January 2004 - Present
Wells Fargo Advisors   June 2006 - Present
Wells Fargo Advisors   March 2010 - October 2011
Nissan Performance Magazine   January 2004 - January 2008
Smith Barney  December 2004 - June 2006

Skills
General Securities..., Uniform Combined State..., California Resident..., California Notary..., Investments, Financial Advisory, Credit, Finance, Automotive, Insurance, Mutual Funds, Marketing, Vehicles, Marketing Communications, Strategic Financial..., Retirement Planning, Financial Services, Banking, Trust, Retirement, Estate Planning, Fixed Annuities, Automotive Aftermarket, Social Media Marketing, Marketing Strategy, Strategic Planning, Social Media, Product Development, Team Building, Financial Analysis, Series 7, New Business Development, Online Advertising, Financial Modeling, Account Management

Education
California State University-Long Beach - College of Business Administration   2002 — 2005
B.S., Finance, International Business

Rachael Waite Rachael Waite Torrance, California Details
Rachael Waite's Wells Fargo Advisors Experience January 2011 - April 2014
Job Meetings and Events Coordinator at Shade Hotel
Industry Events Services
Experience
Shade Hotel  April 2014 - Present
Wells Fargo Advisors   January 2011 - April 2014
Redondo Beach Unified School District  January 2008 - May 2013
Riptides Boys’ Volleyball Club   July 2004 - April 2010
Manhattan Beach Parks and Rec Dept   March 2007 - August 2008

Skills
Event Planning, Coordinating Activities, Team Leadership, Organization, Client Service, Time Management, Microsoft Office, Budgets, Social Networking, Client Services, PowerPoint, Training, Fundraising, Customer Service, Research, Social Media, Marketing, Public Speaking, Staff Development

Education
California State University-Long Beach   2007 — 2011
Bachelor of Science (BS), Parks, Recreation and Leisure Studies

West Torrance High School   2003 — 2007

Iman Matin Iman Matin Los Angeles, California Details
Iman Matin's Wells Fargo Advisors Experience July 2013 - February 2015
Job License Banker at Wells Fargo
Industry Financial Services
Experience
Wedbush Securities  February 2015 - Present
Wells Fargo Advisors   July 2013 - February 2015
Scottrade  August 2011 - August 2012
OC American Movers inc.   January 2008 - June 2011
Yavari, Asad - Premiere Accounting   January 2011 - May 2011
Irvine Company  January 2006 - January 2008
Ameriquest Mortgage  January 2003 - January 2006

Skills
Finance, Accounting, Investments, Corporate Finance, Managerial Finance, Sales, Financial Accounting, Time Management

Education
California State University-Los Angeles   2009 — 2011
Bachelor of Science (BS), Business Administration, Option: Finance

California State University-Los Angeles   2009 — 2011
Bacheler of Science, Finance

North Georgia Military University

North Georgia Military University

Mike Triana, CRPS® Mike Triana, CRPS® San Diego, California Details
Mike Triana, CRPS®'s Wells Fargo Advisors Experience January 2010 - May 2011
Job Retirement Operations Team Lead at Commonwealth Financial
Industry Financial Services
Experience
Commonwealth Financial Network  May 2011 - Present
Wells Fargo Advisors   January 2010 - May 2011
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC)   May 2009 - January 2010
Wachovia Bank  July 2006 - May 2009

Skills
Series 7, Retirement Planning, Retirement, Financial Advisory, Series 24, Series 63, Mutual Funds, Wealth Management, Investments, 401k, FINRA, Securities, Financial Services, Series 6, Customer Service

Education
California Polytechnic State University-San Luis Obispo   2001 — 2006
Bachelors of Science, Economics with concentration in Management

California Polytechnic State University-San Luis Obispo

DAndre McPheeters DAndre McPheeters Greater Los Angeles Area Details
DAndre McPheeters's Wells Fargo Advisors Experience
Job Senior Paralegal at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  

Skills
Securities Litigation, Securities Market, Securities Regulation, Legal Writing, FINRA, Arbitration, Corporate Governance, Litigation, Securities, Analysis, Legal Research, Trusts, Licensing, Civil Litigation, Trials, Commercial Litigation, Corporate Law, Mediation

Education
California State University-Los Angeles   1982 — 1984
ABA Cert, Paralegal/Communications

ACFE Certified Financial Fraud Examiner
Financial Forensics and Fraud Investigation

Carter Ben Carter Ben Pittsboro, North Carolina Details
Carter Ben's Wells Fargo Advisors Experience December 2009 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   December 2009 - Present
Edward Jones  May 2007 - December 2009
Pan American World Airways  January 1980 - December 1984

Skills
Series 7, Retirement Planning, Uniform Combined State..., 401k Rollovers, Wealth Management, Series 65, Series 63, Investment Advisory, Retirement, Mutual Funds, IRAs, Saving for Education

Education
California State University-Los Angeles

University of Southern California

Gregory Weiss Gregory Weiss San Francisco Bay Area Details
Gregory Weiss's Wells Fargo Advisors Experience September 2008 - Present
Job Senior Financial Advisor, Senior Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   September 2008 - Present
Lehman Brothers  August 2006 - August 2008
Bernstein Global Wealth Management  July 2002 - August 2006
AllianceBernstein  June 2002 - August 2006
Comdisco  June 1988 - May 2002
Memorex  1983 - 1988

Education
San Jose State University   1985 — 1986
MBA, Finance

California State University-Chico   1980 — 1983
B.S., Business Administration, Finance

Del Mar High School   1974 — 1979

William Parente William Parente San Francisco Bay Area Details
William Parente's Wells Fargo Advisors Experience November 1983 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   November 1983 - Present

Skills
Investments, Financial Services, Financial Analysis, Asset Allocation, Mutual Funds, Investment Strategies

Education
California Polytechnic State University-San Luis Obispo   1977 — 1980
BS in Business Adminsistration, Management

Shruthi Reddy Shruthi Reddy San Francisco Bay Area Details
Shruthi Reddy's Wells Fargo Advisors Experience December 2006 - May 2010
Job Technology Account Manager at Oracle
Industry Computer Software
Experience
Oracle  January 2015 - Present
J.P. Morgan securities LLC   December 2011 - July 2014
Bank of America Merrill Lynch  May 2010 - November 2011
Wells Fargo Advisors   December 2006 - May 2010

Skills
Business Development, Personal Financial..., Sales, Relationship Management, Building Relationships, Networking, Connecting People, CRM, Cross-functional Team..., Consulting, Financial Analysis, Customer Service, Leadership, Marketing, Management, Relationship Building, Strategy, Financial Services, Account Management

Education
California State University-East Bay   2005 — 2007

Charles Singer, CFP® Charles Singer, CFP® Indianapolis, Indiana Area Details
Charles Singer, CFP®'s Wells Fargo Advisors Experience February 2013 - Present
Job Financial Advisor, Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   February 2013 - Present
Robert W. Baird & Co.   January 2010 - February 2013
Morgan Stanley Smith Barney  2009 - 2010
Smith Barney  1996 - 2009
Shearson Lehman  1989 - 1996
E. F. Hutton   1985 - 1989
Thomson Mckinnon Securites   1979 - 1985

Skills
Retirement Planning, Investments, Securities, Wealth, Mutual Funds, Asset Allocation, Wealth Management, Investment Advisory, Alternative Investments, Estate Planning..., Strategic Planning, Asset Management, Portfolio Management, Financial Advisory, Estate Planning, FINRA, Equities

Education
University of Evansville   1974 — 1978
BS, Accounting

College for Financial Planning
CFP®

Butler University
MBA, Business

Bosse High School   1970 — 1974

Karl Schwinck Karl Schwinck Colorado Springs, Colorado Details
Karl Schwinck's Wells Fargo Advisors Experience September 1999 - Present
Job Senior Vice PresidentInvestmentsSenior Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   September 1999 - Present
Key Investment Services  September 1997 - September 1999
Charles Schwab  May 1993 - September 1997

Skills
Asset Allocation, Investments, Retirement Planning, Asset Management, Financial Advisory, High Net Worth..., Wealth, Investment Advisory

Education
University of Southern Maine - School of Business   1998 — 2001
MBA, Finance

California State University-Long Beach - College of Business Administration   1987 — 1991
BS, Finance

Jeffrey Barner Jeffrey Barner Orange County, California Area Details
Jeffrey Barner's Wells Fargo Advisors Experience November 2012 - May 2015
Job Sports Anchor at Titan Sports Recap
Industry Broadcast Media
Experience
Titan Sports Recap  August 2013 - Present
Wells Fargo Advisors   November 2012 - May 2015
Champs Sports  August 2012 - January 2013

Skills
News Writing, Video Editing, Videography, News Anchoring, Adobe Creative Cloud, Photoshop, People Skills

Education
California State University-Fullerton   2011 — 2016
Bachelor’s Degree, Communication and Media Studies, senior

Cody Sargeant Cody Sargeant Los Angeles, California Details
Cody Sargeant's Wells Fargo Advisors Experience November 2013 - July 2014
Job J.D. Candidate at USC Gould School of Law
Industry Law Practice
Experience
USC Gould School of Law  August 2014 - Present
Long Beach City Attorney's Office   June 2015 - August 2015
Wells Fargo Advisors   November 2013 - July 2014
KCPR 91.3   June 2012 - June 2013
Tardiff Law Offices  2012 - June 2013
Poly Escapes Climbing Park   September 2011 - June 2013
Cal Poly State University  September 2010 - June 2013
Banzai Surf Camp   June 2009 - August 2012

Education
California Polytechnic State University-San Luis Obispo   2010 — 2013
Cum Laude: Bachelor of Arts (B.A.), Philosophy - Ethics and Society

USC Gould School of Law

USC Gould School of Law

USC Gould School of Law

Max Kayajanian Max Kayajanian Los Angeles, California Details
Max Kayajanian's Wells Fargo Advisors Experience November 2011 - February 2013
Job Marketing and Client Relations at Oakwood Capital Management
Industry Investment Management
Experience
Oakwood Capital Management   June 2014 - Present
American Funds  June 2013 - June 2014
Morgan Stanley  February 2013 - July 2013
Wells Fargo Advisors   November 2011 - February 2013
Merrill Lynch  March 2011 - September 2011

Skills
Sales, Marketing, Microsoft Office, Salesforce.com, ACT client management, iOS, Financial Advisory

Education
California State University-Long Beach   2008 — 2013
Bachelor's degree, Marketing

Winnie Truong Winnie Truong San Jose, California Details
Winnie Truong's Wells Fargo Advisors Experience March 2011 - Present
Job Market Administrator, at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   March 2011 - Present
RBC Wealth Management  November 2007 - March 2011
UBS  October 2001 - November 2007

Skills
Financial Services, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Project Management, Insurance, Securities, Relationship Management, Investments

Education
California State University-Hayward - School of Business and Economics   2001 — 2004
Master of Business Administration (M.B.A.), Business Administration and Management, General

California State University-Sacramento   1998 — 2001
Bachelor's Degree, Business, Management, Marketing

Ashley Lown Ashley Lown San Francisco Bay Area Details
Ashley Lown's Wells Fargo Advisors Experience August 2010 - August 2012
Job Data Integrity Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo  October 2014 - Present
Wells Fargo  October 2013 - October 2014
Wells Fargo  August 2012 - October 2013
Wells Fargo Advisors   August 2010 - August 2012
Wells Fargo Private Client Services / Wealth Management Group   2002 - August 2010
H.D. Vest Financial Services   2001 - 2002

Skills
Wealth Management, Series 7, Management, Portfolio Management, Financial Services, Risk Management, Credit, Banking

Education
California State University-East Bay   2008 — 2011
BA, Liberal Studies/Business

Diablo Valley College   1997 — 2000
AA, Liberal Studies

Armando Cruz Armando Cruz Seattle, Washington Details
Armando Cruz's Wells Fargo Advisors Experience January 2007 - March 2012
Job Financial Professional
Industry Financial Services
Experience
Robert W. Baird & Co.   June 2014 - Present
McAdams Wright Ragen  2014 - June 2015
Merrill Lynch  March 2012 - May 2013
Wells Fargo Advisors   January 2007 - March 2012
Wells Fargo  April 2004 - December 2006
Wells Fargo Investments  December 2000 - March 2004
Wells Fargo Investments  January 1997 - December 2000

Skills
Securities, Investments, Portfolio Management, Fixed Income, Equities, Asset Allocation, Series 7, Trading, Microsoft Excel, Bonds, Financial Markets, Financial Planning, Analysis, Wealth Management, Financial Analysis, Series 63, Finance, Retirement Planning, Risk Management, Options, Alternative Investments, Investment Management, Financial Services, Financial Reporting, Structured Products, Relationship Management, Series 65, ETFs, Wealth Management..., Financial Modeling, High Net Worth..., Bloomberg, Financial Accounting, Financial Advisory, Asset Management, Cash Management, Valuation, Mutual Funds, Banking, FINRA, Investment Advisory, Uniform Combined State..., Trading Systems, Investment Strategies, 401k, Retirement, Private Banking, Separately Managed..., Insurance, Fixed Annuities

Education
California State University-Bakersfield   1988 — 1993
B.S., Business Administration (Finance)

Christian Ramsgard Christian Ramsgard Santa Barbara, California Area Details
Christian Ramsgard's Wells Fargo Advisors Experience June 2008 - February 2010
Job Publisher Development Manager at CJ Affiliate by Conversant (formerly Commission Junction)
Industry Online Media
Experience
CJ Affiliate by Conversant (formerly Commission Junction)   April 2014 - Present
CJ Affiliate by Conversant (formerly Commission Junction)   January 2014 - May 2014
CJ Affiliate by Conversant (formerly Commission Junction)   March 2012 - December 2013
Martini Media Network  August 2010 - February 2012
Wells Fargo Advisors   June 2008 - February 2010
San Luis Trust Bank  June 2007 - June 2008
Cameron Financial Group   July 2005 - June 2007

Skills
Business Development, Account Management, Customer Service, Project Management, Microsoft Office, Project Coordination, Collaboration Solutions, Financial Planning, Management, Online Advertising, Sales, Affiliate Marketing, Online Marketing, Leadership, CRM

Education
California Polytechnic State University Agricultural Business   2003 — 2008
Bachelor of Science, Agribusiness Finance and Appraisal

California Polytechnic State University-San Luis Obispo   2003 — 2008
Agricultural Business, Finance and Appraisal

San Luis Obispo High SchoolHigh School   1999 — 2003

Chad Jorgensen Chad Jorgensen Walnut Creek, California Details
Chad Jorgensen's Wells Fargo Advisors Experience February 2006 - March 2012
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2012 - Present
Wells Fargo Advisors   February 2006 - March 2012
Citicorp Investments Services   February 2003 - February 2006
Sagemark Consulting  March 2001 - February 2003

Education
California State University-Chico   1988 — 1993
International Relations, Environmental Psychology

El Cerrito High School

K. Chris Ngoy K. Chris Ngoy Orange County, California Area Details
K. Chris Ngoy's Wells Fargo Advisors Experience March 2007 - Present
Job Financial Advisor, Assistant Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   March 2007 - Present

Skills
Retirement Planning, Insurance, Financial Analysis, Investments, Retirement, Finance, Investment Strategies, Financial Services, Wealth Management, Leadership, Banking, Mutual Funds, Customer Service

Education
California State University-Fullerton - College of Business and Economics   1994 — 1996
Bachelor's degree, Business / Finance

Kevin McClay Kevin McClay Greater Los Angeles Area Details
Kevin McClay's Wells Fargo Advisors Experience February 1986 - June 1990
Job Principal at Los Angeles Unified School District
Industry Education Management
Experience
Los Angeles Unified School District  July 2009 - Present
Los Angeles Unified School District  July 1997 - May 2011
Broadway Department Stores  June 1990 - June 1995
Wells Fargo Advisors   February 1986 - June 1990
Saks Fifth Avenue  June 1983 - June 1985

Education
California State University-Los Angeles   2000 — 2001
MA, Education Administration

Rutgers University-New Brunswick   1979 — 1983
BA, Business & English

David Mader David Mader Orange County, California Area Details
David Mader's Wells Fargo Advisors Experience July 2015 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   July 2015 - Present
Wells Fargo Bank  March 2012 - July 2015
Merrill Lynch  October 2010 - March 2012
Wells Fargo Bank  June 2002 - October 2010

Education
California State University-Fullerton
BA, Political Science & Business Administration

JP Agagon JP Agagon Fresno, California Area Details
JP Agagon's Wells Fargo Advisors Experience February 2013 - March 2014
Job Relationship Banker II
Industry Banking
Experience
J.P. Morgan Chase Bank, N.A.   March 2014 - Present
Wells Fargo Advisors   February 2013 - March 2014
Wells Fargo  July 2009 - February 2013
A & M Flooring America   February 2004 - July 2009

Skills
Consumer Lending, Credit, Mortgage Lending, Loans, Credit Analysis, FHA, Banking, Commercial Banking, Commercial Lending, Cross Selling, Financial Analysis, Investments, Lines Of Credit, Loan Origination, Refinance, Residential Mortgages, Sales, Sales Management, Small Business Lending, Wealth Management, Investment Properties, Government Loans

Education
California State University, Fresno   2000 — 2003
Biology, Physiology

Rhonda Jean Finby Rhonda Jean Finby Greater Los Angeles Area Details
Rhonda Jean Finby's Wells Fargo Advisors Experience January 2009 - Present
Job Managing Director Investments at Finby ~ Kimmes Wealth Management Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   January 2009 - Present

Skills
Investments, Retirement Planning, Mutual Funds, Retirement, Asset Allocation, Securities, 401k Rollovers, Equities, 401k, Investment Strategies, Alternative Investments, Life Insurance, Fixed Income, Insurance, Strategic Investment...

Education
California State University-Long Beach   1989 — 1992
Bachelor of Applied Science (B.A.Sc.), Finance, General

Janell Chan Janell Chan Charlotte, North Carolina Area Details
Janell Chan's Wells Fargo Advisors Experience 2009 - Present
Job Technology Project Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   2009 - Present
Wachovia, A Wells Fargo Company  February 2007 - January 2011
AXA Financial Services   February 2000 - June 2005

Skills
Process Improvement, PMO, Risk Management, Vendor Management

Education
California State University, Fresno   1973 — 1977
BA, Liberal Studies/Special Education

Gisela Bond Gisela Bond San Francisco Bay Area Details
Gisela Bond's Wells Fargo Advisors Experience 1992 - 1996
Job Financial Analyst Seeking Finance & Business Position
Industry Financial Services
Experience
VERSA Engineering & Technology  2012 - 2013
Allstate  2006 - 2011
Wind River  2000 - 2002
IKON Office Solutions  1999 - 2000
Waste Management  1996 - 1999
Wells Fargo Advisors   1992 - 1996
Deloitte  1990 - 1991

Skills
Financial Project..., Business Objects, Oracle Financial, QuickBooks, Hyperion Financial..., Change Management, Financial Analysis, Strategic Financial..., Business Intelligence, Business Management, Budgeting, Forecasting, Variance Analysis, Out of the Box Thinking, Increasing Operational..., Project Finance, Accounting

Education
Cal State Hayward   1988 — 1990
Master of Business Administration (MBA), 3.7

University of Kansas   1980 — 1984
Bachelor of Business Administration (B.B.A.)

Ryan M. Block, CTP Ryan M. Block, CTP San Francisco Bay Area Details
Ryan M. Block, CTP's Wells Fargo Advisors Experience July 2010 - May 2011
Job Treasury Analyst
Industry Civil Engineering
Experience
Bechtel Corporation  June 2012 - Present
Bechtel Corporation  February 2012 - September 2012
Wells Fargo Wealth Managment   June 2011 - February 2012
Wells Fargo Advisors   July 2010 - May 2011
Wells Fargo Bank  February 2008 - July 2010
Washington Mutual Card Services  July 2007 - February 2008
CrusierCustomizing   June 2007 - July 2007
Nor-Ski Sports   August 2006 - June 2007
Dublin Iceland   December 2005 - August 2006
Nobix, Inc   July 2005 - December 2005

Skills
Banking, Financial Modeling, Financial Reporting, Credit Risk, Trade Finance, Investments, Microsoft Office, Microsoft Excel, Treasury Services, Finance, Sales, Letters of Credit, Legal Documents, MS Office Suite, Excel, Financial Sales, Commercial Banking, PowerPoint, Wire Transfers, Bank Guarantees, Financial Forecasting, Document Review, Document Drafting, Documentary Collections, Sunguard, International Banking, Contract Negotiation, Technology, Alternative Investments, Financial Audits, Hockey, Interest Calculation, Financial Markets, Fund Of Funds, Free Cash Flow, NPV, IRR, Economics, Financial Economics, Bloomberg Terminal, Adobe Acrobat, Analysis, Treasury Workstation, Risk Management, Financial Analysis

Education
California State University-East Bay   2005 — 2010
Bachelor of Science, Business Administration

Foothill High School   2001 — 2005
Diploma, General - Weighted in Math

Wanda Gray Wanda Gray Dallas/Fort Worth Area Details
Wanda Gray's Wells Fargo Advisors Experience August 2012 - February 2013
Job CoOwner at SOV Premier Logistics, LLC
Industry Financial Services
Experience
SOV Premier Logistics, LLC   June 2013 - Present
TIAA-CREF  March 2013 - Present
Wells Fargo Advisors   August 2012 - February 2013
Wells Fargo  December 2007 - August 2012
American Express Financial Advisors  2002 - 2004

Skills
Commercial Banking, Banking, Wealth Management, Mutual Funds, Customer Relations, Insurance, Customer Service, Strategic Financial..., Financial Analysis, Retirement Planning, Relationship Management, Portfolio Management, Financial Services, Asset Managment, Mortgage Lending, Investments

Education
California Lutheran University   2005 — 2007
Masters of Business Administration, Financial Planning

University of California, Los Angeles   2001 — 2002
Bachelor's of Arts, Sociology

Peggy Neal Peggy Neal Greater Los Angeles Area Details
Peggy Neal's Wells Fargo Advisors Experience March 1993 - October 2005
Job Executive Director
Industry Financial Services
Experience
JP Morgan Chase Bank, NA.   June 2010 - Present
Essex National Securities, Inc   February 2007 - October 2010
Atlas Securities  October 2005 - February 2007
Wells Fargo Advisors   March 1993 - October 2005
Atlas Securities, Inc   June 1990 - March 1993
World Savings Bank  January 1988 - January 1990

Education
California State University-Long Beach

R. Anthony Camacho R. Anthony Camacho Fresno, California Area Details
R. Anthony Camacho's Wells Fargo Advisors Experience January 2009 - Present
Job Financial Advisor Wells Fargo Advisors Private Client Group
Industry Financial Services
Experience
Wells Fargo Advisors   January 2009 - Present

Education
California State University, Fresno   1990 — 1994
B.S., Environmental Health Science (I.H.)

Giovanni Todesco Giovanni Todesco Orange County, California Area Details
Giovanni Todesco's Wells Fargo Advisors Experience September 2004 - October 2011
Job Wealth Advisor at TCFG Wealth Management
Industry Financial Services
Experience
TCFG Wealth Management   February 2015 - Present
Palomar Financial Services, LLC   October 2014 - February 2015
Summit Wealth Management  July 2013 - September 2014
Experience Unlimited  April 2013 - July 2013
J.D. Mellberg Financial   June 2012 - May 2013
Wells Fargo Advisors   September 2004 - October 2011

Skills
Retirement Planning, Series 7, Investments, Life Insurance, Mutual Funds, Estate Planning, Series 63, Financial Services, Wealth Management, Finance, Securities, Insurance, Strategic Financial..., Portfolio Management, Financial Advisory, Investment Advisory, Microsoft Excel, Banking, Investment Strategies, Retirement, Life & Health Insurance..., Asset Allocation, Financial Analysis, Relationship Management, Microsoft Word, Risk Management, Alternative Investments, PowerPoint, Financial Modeling, Uniform Combined State..., Employee Benefits, Word, Excel, Series 66, Series 65, Financial Planning, Cash Management, Small Business, Fixed Income, Asset Management

Education
Cal State Fullerton   2000 — 2004
Bachelor of Arts (B.A.), Business Administration, Finance

LHHS

Hooman Karbasion Hooman Karbasion Orange County, California Area Details
Hooman Karbasion's Wells Fargo Advisors Experience April 2010 - Present
Job Premier Banker at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Advisors   April 2010 - Present
Wells Fargo  July 2007 - Present
LendingTree  December 2006 - May 2007
Starbucks  September 2006 - December 2006

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, English, Windows, Outlook, Budget, Teaching, HTML, Psychology, Travel

Education
Pepperdine University   2010 — 2012
Master's degree, Psychology

California State University-Long Beach   2006 — 2009
Bachelor's degree, Psychology

Saddleback College   2004 — 2006
Associate's degree, Psychology

Daniel F. Garcia Daniel F. Garcia Greater Los Angeles Area Details
Daniel F. Garcia's Wells Fargo Advisors Experience January 2002 - February 2003
Job Real Estate Portfolio Manager
Industry Real Estate
Experience
Premier Executives Realty and Investments   January 2008 - Present
Wells Fargo Advisors   January 2002 - February 2003
Kayne Anderson Rudnick  March 1999 - January 2002
Capital Group  August 1994 - March 1999

Education
California State University-Los Angeles   1990 — 1996
Bachelor, Business Administration-Finance

Jessica Saunders Jessica Saunders Austin, Texas Details
Jessica Saunders's Wells Fargo Advisors Experience October 2014 - Present
Job Area Sales Manager for Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   October 2014 - Present
The Schulten Group of Wells Fargo Advisors, LLC   August 2013 - October 2014
The Schulten Group of Wells Fargo Advisors, LLC   August 2010 - August 2013
The Schulten Group of Wells Fargo Advisors, LLC   February 2009 - August 2010
The Schulten Group of Morgan Stanley Smith Barney   June 2008 - February 2009

Skills
Wealth Management, Retirement Planning, Portfolio Management, Financial Analysis, Investments, Investment Advisory, Asset Allocation, Financial Modeling

Education
California State University-Long Beach - College of Business Administration   2004 — 2009
Bachelors of Science in Business Administration, International Business and Finance

La Universidad Compultense de Madrid   2006 — 2007
Study Abroad Program, Geography, Spanish Linguistics, International Business and Economics, Spanish History and Literature

Jonathan Gilkeson Jonathan Gilkeson Santa Barbara, California Details
Jonathan Gilkeson's Wells Fargo Advisors Experience January 2010 - July 2010
Job Zia Group
Industry Real Estate
Experience
The Zia Group   May 2014 - Present
Keller Williams Realty - Santa Barbara  April 2014 - Present
Wyndham Vacation Ownership  May 2013 - August 2013
San Francisco Modern Real Estate   July 2012 - April 2013
Coldwell Banker Real Estate  February 2012 - June 2012
Wells Fargo Advisors   January 2010 - July 2010

Skills
Microsoft Office, Excel, Customer Service, Customer Relations, Outlook, PowerPoint, Social Media, Social Networking, Public Speaking, Social Media Marketing, Marketing, Sales, Negotiation, Time Management, Budgets, Strategic Planning, Market Research, Microsoft Excel, Investments, Marketing Communications, Single Family Homes, Sellers, Training, Online Marketing, Condos, Marketing Strategy, Investment Properties, Real Estate, Short Sales, Salesforce.com, Leadership, Contract Negotiation, Selling, Advertising, Customer Satisfaction, Facebook, Retail, Referrals, Account Management, Cold Calling, Team Building, Finance, Business Development, Foreclosures, Real Estate Transactions, New Business Development, Relocation, Sales Management

Education
California State University-Long Beach   2006 — 2010
Bachelor's degree, Marketing

California State University-Long Beach   2006 — 2010
Bachelor of Business Administration (B.B.A.), Marketing

Paige Lafollette Paige Lafollette Austin, Texas Area Details
Paige Lafollette's Wells Fargo Advisors Experience June 2010 - October 2013
Job Administrative Assistant
Industry Real Estate
Experience
Wells Fargo Advisors   June 2010 - October 2013
Hauser and Associates   July 2006 - August 2007
Carlisle Power Transmissions   April 2002 - February 2006
South County Newspapers   August 1999 - March 2002

Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Administrative..., Organization Skills, Office Administration, Conference Coordination, Event Planning, Business Travel, Travel Management, Accounts Payable, Adobe Acrobat, Accounts Receivable, Collections, Time Management, File Management, Concur, Social Media, Hiring, Human Resources, Tax Returns, Customer Service, Document Review

Education
Cabrillo College
Business Administration and Management, General

Santa Cruz High School
College/University Preparatory and Advanced High School/Secondary Diploma Program

Chris Popkey Chris Popkey Cave Creek, Arizona Details
Chris Popkey's Wells Fargo Advisors Experience June 2013 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   June 2013 - Present
Edward Jones  October 2005 - June 2013
RadioShack  January 1997 - October 2005

Skills
Microsoft Office, Microsoft Word, Customer Service, English, Windows, Research, Outlook, Teaching, Strategic Planning, Budgets

Education
California State University-Chico   1987 — 1992
Bachelor's degree, Business Administration and Management, General

Oakmont High School   1984 — 1987

craig mccune craig mccune Washington D.C. Metro Area Details
craig mccune's Wells Fargo Advisors Experience June 1984 - Present
Job Managing DirectorInvestments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   June 1984 - Present

Education
California State University-Long Beach   1966 — 1971
Bachelor's Degree, Education, Cum Laude

Daniel Devonald Daniel Devonald Orange County, California Area Details
Daniel Devonald's Wells Fargo Advisors Experience October 2007 - August 2011
Job Financial Advisor at JP Morgan
Industry Financial Services
Experience
Merrill Lynch  2013 - Present
J.P. Morgan   January 2011 - Present
Wells Fargo Advisors   October 2007 - August 2011

Education
California State University-Fullerton

Tim Langan Tim Langan Greater Los Angeles Area Details
Tim Langan's Wells Fargo Advisors Experience Personal BankerWells Fargo BankJune 2010 - Present
Job Personal Banker at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Advisors   Personal BankerWells Fargo BankJune 2010 - Present
Wells Fargo Financial  May 2009 - May 2010

Education
Cal Poly San Luis Obispo   2004 — 2008
Finance

Hossein Salari Hossein Salari San Francisco Bay Area Details
Hossein Salari's Wells Fargo Advisors Experience February 2003 - February 2004
Job Facility Manager at ICC
Industry Real Estate
Experience
West Coast Realty Group   November 2006 - Present
Wells Fargo Advisors   February 2003 - February 2004

Skills
Investment Properties, Real Estate Investor, Investment Advisory, Financial Advisory, Real Estate, Short Sales, REO, Sellers, Negotiation, Property Management, Marketing Strategy, First Time Home Buyers, Contract Negotiation, Asset Management, Foreclosures, Buyers, Relocation, Sales, Banking, Residential Homes, Real Estate Transactions, Single Family Homes, Management, Construction, Investors, Buyer Representation

Education
California State University-Chico   2000 — 2002
Computer Science, Programing and Business

Columbia College   1997 — 1999
Computer Science & Liberal Studies

Afiya Harmachis Afiya Harmachis San Francisco Bay Area Details
Afiya Harmachis's Wells Fargo Advisors Experience April 2011 - August 2011
Job Executive Office Professional
Industry Executive Office
Experience
California Department of Rehabilitation  October 2012 - Present
Wells Fargo Advisors   April 2011 - August 2011
Platinum Plus Music Group   July 2007 - January 2011
Law Offices of Wayne Johnson   June 2008 - July 2009
Longs' Drugs  July 1998 - April 2006
Avis Rental Car Center   November 2000 - February 2005

Education
California State University-East Bay   2007 — 2010
B.S, Business Administration (option in Marketing Management)

College of Alameda   2004 — 2007
A.A, Social Science, Business Administration, Liberal arts

Skyline High School   1996 — 1999
Diploma

Debbie Bullen Debbie Bullen Marengo, Illinois Details
Debbie Bullen's Wells Fargo Advisors Experience 2008 - 2013
Job Owner at Emerald Isle Quilting
Industry Textiles
Experience
Emerald Isle Quilting   October 2008 - Present
Wells Fargo Advisors   2008 - 2013

Skills
Entrepreneurship, Small Business

Education
California State Polytechnic University-Pomona
Agricultural Business Management

Jenniffer King Jenniffer King Spicewood, Texas Details
Jenniffer King's Wells Fargo Advisors Experience 2008 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo Advisors   2008 - 2012

Skills
Microsoft Excel, Microsoft PowerPoint, Microsoft Access for..., Microsoft Word, strong analytical and...

Education
California State University-Long Beach   2006 — 2012
Bachelor of Science (BSc), Finance, General

Peter Hong, CFP, ChFC, CLU Peter Hong, CFP, ChFC, CLU San Francisco, California Details
Peter Hong, CFP, ChFC, CLU's Wells Fargo Advisors Experience 2011 - 2012
Job Group Executive, Senior Vice President
Industry Financial Services
Experience
Citi Personal Wealth Management  October 2012 - Present
Wells Fargo Advisors   2011 - 2012
Wells Fargo Advisors   2009 - 2011
Wachovia Securities/Wells Fargo Advisors  2007 - 2009
Citicorp Investment Services/Smith Barney   2003 - 2007
Citicorp Investment Services  1997 - 2003
American Express Financial Advisors  1994 - 1997

Skills
I care deeply about my..., I make many FAs better., Wealth Management, Investments, Retirement Planning, Mutual Funds, Insurance, Portfolio Management, Financial Services, Relationship Management, Investment Advisory, Strategic Financial..., Asset Allocation, Fixed Annuities, Retirement, Banking, Securities, Finance, Financial Advisory, Financial Analysis, Financial Planning, Wealth Management...

Education
The American College
ChFC, CLU

Certified Financial Planner Board of Standards, Inc.
CFP

California State University-Los Angeles
Master of Business Administration (M.B.A.), Marketing

Nankai University, Tianjin, China
Bachelor of Arts (BA), Tourism

Linda Saelee Linda Saelee Oakland, California Details
Linda Saelee's Wells Fargo Advisors Experience August 2012 - Present
Job Bank Teller at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   August 2012 - Present
Baskin Robbins  October 2010 - 2012
Alameda County  November 2010 - November 2010

Skills
Retirement Planning, Banking, Mutual Funds, Financial Analysis, Credit, Loans, Investments

Education
California State University-East Bay   2015 — 2017
Bachelor’s Degree, Accounting and Business/Management

Laney College   2011 — 2015
Associate’s Degree, Accounting and Business/Management

Evan Sanchez Evan Sanchez San Francisco, California Details
Evan Sanchez's Wells Fargo Advisors Experience October 2007 - December 2009
Job Associate Relationship Manager at First Republic Bank
Industry Banking
Experience
First Republic Bank  November 2011 - Present
Wells Fargo  December 2009 - November 2011
Wells Fargo Advisors   October 2007 - December 2009
Wells Fargo  March 2005 - October 2007
Lucasfilm  February 2001 - March 2005
Aspen Music Festival and School  May 1997 - September 2000
New World Symphony  August 1999 - June 2000

Skills
Loans, Mortgage Lending, Banking, Small Business Lending

Education
California State University-Chico   1993 — 1998
Bachelor of Arts (BA), Music

Kurtis Moss Kurtis Moss El Monte, California Details
Kurtis Moss's Wells Fargo Advisors Experience May 1996 - Present
Job First Vice PresidentInvestments, CFP(R) at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   May 1996 - Present

Education
College of Financial Planning   2003 — 2004
CFP Certification Professional Education Program, Financial Planning and Services, a

California State University-Los Angeles   1997 — 2001
Master of Arts (M.A.), Industrial and Organizational Psychology, A

Thunderbird School of Global Management   1974 — 1975
Master of Business Administration (MBA), Business Administration and Management, General, a

University of Hawaii at Manoa   1973 — 1974
Bachelor of Arts (B.A.), Chinese Language and Literature, A

Remmenga Joel Remmenga Joel United States Details
Remmenga Joel's Wells Fargo Advisors Experience June 1987 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry
Experience
Wells Fargo Advisors   June 1987 - Present

Education
California Lutheran University   1978 — 1982
Bachelor of Science (B.S.), Business Administration and Management, General, Graduated with Honors

Lucais Wallen Lucais Wallen Richmond, Kentucky Details
Lucais Wallen's Wells Fargo Advisors Experience January 2009 - June 2010
Job Instructor at Eastern Kentucky University
Industry Law Enforcement
Experience
Eastern Kentucky University  August 2015 - Present
Eastern Kentucky University  August 2013 - May 2015
WestCare Foundation  January 2012 - June 2012
Wells Fargo Advisors   January 2009 - June 2010

Skills
Psychotherapy, Criminal Justice, Private Investigations, Customer Service, Investigation, Crisis Management, Risk Assessment, Criminal Law, Emergency Management, Critical Thinking, Case Managment, Supervisory Skills, Public Speaking, Policy, Criminology, Physical Security, Fraud, Enforcement, Case Management, Higher Education, Research, Student Affairs, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Academic Advising, Student Counseling, Student Engagement, Law Enforcement

Education
Eastern Kentucky University   2013 — 2015
Master of Science (MS), Criminal Justice/Safety Studies, 4.0 GPA

California State University-Fresno   2010 — 2012
Bachelor of Science (BS), Criminology, 3.3

Diablo Valley College   2008 — 2010
Transfered to a four year University, Criminology

Joel Balaris Joel Balaris San Luis Obispo, California Area Details
Joel Balaris's Wells Fargo Advisors Experience January 2011 - May 2013
Job Support Administrator
Industry Computer Software
Experience
IQMS  August 2014 - Present
BrookLin Oaks Pharmacy Inc.   May 2014 - Present
Raymond Boisvert   2014 - 2014
Wells Fargo Home Mortgage  June 2013 - October 2013
Wells Fargo Advisors   January 2011 - May 2013
Wells Fargo  February 2007 - May 2013
HFC Bank  August 2006 - January 2007
Albertsons  January 2005 - June 2006
Albertsons  1996 - June 2006
City of Atascadero  1992 - 1996

Skills
Insurance, Credit Analysis, Sales, Customer Service, PowerPoint, Cold Calling, Microsoft Word, Public Speaking, Microsoft Office, Banking, Social Networking, Investments, Strategic Financial..., Credit, Commercial Lending, Mortgage Lending, Loans

Education
Cal Poly San Luis Obispo   2001 — 2003
Bachelor's degree, Business Administration and Management, General

Cuesta College   1995 — 2001
Associate of Arts (AA), Business Administration and Management, General

PRHS

Destiny Ayala Destiny Ayala Greater Los Angeles Area Details
Destiny Ayala's Wells Fargo Advisors Experience
Job Financial
Industry Financial Services
Experience
Wells Fargo Advisors  

Skills
Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Public Speaking

Education
California State University-Long Beach   2014 — 2016
Health Science, Community Health

Rich Ayala Rich Ayala El Dorado Hills, California Details
Rich Ayala's Wells Fargo Advisors Experience January 2012 - Present
Job Regional Support Specialist at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   January 2012 - Present

Education
California State University-Chico   1988 — 1992
Bachelor of Science (B.S.), Business Administration

SHELLEY GILL SHELLEY GILL San Luis Obispo, California Details
SHELLEY GILL's Wells Fargo Advisors Experience January 1998 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   January 1998 - Present
Dean Witter (now Morgan Stanley)   June 1996 - January 1998

Education
California State University-Bakersfield   1986 — 1990
Bachelor of Science, Business Administration and Management, General

Jason Relyea Jason Relyea Santa Monica, California Details
Jason Relyea's Wells Fargo Advisors Experience March 2009 - March 2011
Job Estimator/Sales at CES
Industry Electrical/Electronic Manufacturing
Experience
Transtar Autobody Technologies, Inc.   May 2014 - Present
CES  June 2011 - April 2014
Wells Fargo Advisors   March 2009 - March 2011

Skills
Construction Management, Electrical Engineering, Project Estimation, Sales Management, Sales, Financial Analysis, Project Management, Business Development

Education
California Polytechnic State University-San Luis Obispo   2003 — 2008
BS, Construction Management

Brent Webster, CFP® Brent Webster, CFP® Reno, Nevada Details
Brent Webster, CFP®'s Wells Fargo Advisors Experience September 1989 - Present
Job Senior Vice President Investment Officer at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   September 1989 - Present

Education
College for Financial Planning   1995 — 1999
Certified Financial Planner™

California State University-Fullerton, Mihaylo College of Business and Economics   1985 — 1998
Bachelor's degree, Finance

Josh Hanlin Josh Hanlin Orange County, California Area Details
Josh Hanlin's Wells Fargo Advisors Experience September 2012 - Present
Job Financial Advisor / Assistant Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   September 2012 - Present
US Bancorp Investment Inc  July 2010 - September 2012
Chase Investment Service Corporation   June 1998 - July 2010

Skills
Retirement Planning, Estate Planning, Investment Management, Mutual Funds, Life Insurance, Investment Planning, Estate Investment...

Education
California State University-Long Beach   1995 — 1997
Bachelor of Science (B.S.), Kinesiology

California State University-Northridge

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