Wells Fargo Advisors
Industry: Subsidiary
DescriptionWells Fargo Advisors is a subsidiary of Wells Fargo, located in St Louis, Missouri. It is the ninth largest brokerage firm in the United States as of August 17, 2017 with $490 billion retail client assets under management. Headquarters: St. Louis, Missouri, United States Number of employees: 15,000 Advisors Parent organization: Wells Fargo Founded: 4 September 2001 Total assets: 490 billion USD Subsidiaries: Wachovia Securities (Argentina) LLC (Buenos Aires Argentina),
Wells Fargo Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Wells Fargo Advisors Salaries. You can even request information on how much does Wells Fargo Advisors pay if you want to. Learn about salaries, pros and cons of working for Wells Fargo Advisors directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
7,010 Wells Fargo Advisors employees in database. Find out everything there's to know about Wells Fargo Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Advisors Employees
Employee
Years
Job
Industry
Ivan Thuringer Ivan Thuringer's Wells Fargo Advisors Experience July 2014 - December 2014
Job Windows Admin & Tier 1 Team Lead with SRA International
Industry Defense & Space
Experience
SRA International February 2015 - Present
Wells Fargo Advisors July 2014 - December 2014
TKC Global July 2012 - July 2014
Valdez International Corporation June 2011 - July 2012
EADS North America June 2010 - May 2011
CACI International Inc May 2009 - April 2010
Raytheon January 2008 - May 2009
Apptis December 2005 - December 2007
KLM & North American Aviation March 1991 - November 2002
United States Air Force July 1983 - October 1992
Skills
Security Clearance, DoD, Information Assurance, Routers, Security+, Military, Active Directory, Security, TCP/IP, Computer Hardware, Cisco Technologies, System Administration, Servers, Group Policy, DNS, Air Force, CISSP, Information Security, Networking, DHCP, Windows Server, Help Desk Support, LAN-WAN, Network Administration, Software Documentation, Operating Systems, Microsoft Exchange, Software Installation, Defense, COMSEC, IP, Telecommunications, Vulnerability Assessment, Network Security, Government, Vulnerability Scanning, VPN, Windows 7, VMware, Technical Support, Virtualization, Troubleshooting, Computer Security, Disaster Recovery, DIACAP, XP, Systems Engineering, Integration, Windows, VMware ESX
Education
Comptia
Security Plus, I.T.
ISC2
Certified Authorization Professional (CAP), Information Assurance
Calvary Bible College and Theological Seminary 1996 — 1997
B.S., Human Resource Mgmt
Trinity Theological Seminary 1998 — 1999
MA, Comparative Religion
SRA International February 2015 - Present
Wells Fargo Advisors July 2014 - December 2014
TKC Global July 2012 - July 2014
Valdez International Corporation June 2011 - July 2012
EADS North America June 2010 - May 2011
CACI International Inc May 2009 - April 2010
Raytheon January 2008 - May 2009
Apptis December 2005 - December 2007
KLM & North American Aviation March 1991 - November 2002
United States Air Force July 1983 - October 1992
Skills
Security Clearance, DoD, Information Assurance, Routers, Security+, Military, Active Directory, Security, TCP/IP, Computer Hardware, Cisco Technologies, System Administration, Servers, Group Policy, DNS, Air Force, CISSP, Information Security, Networking, DHCP, Windows Server, Help Desk Support, LAN-WAN, Network Administration, Software Documentation, Operating Systems, Microsoft Exchange, Software Installation, Defense, COMSEC, IP, Telecommunications, Vulnerability Assessment, Network Security, Government, Vulnerability Scanning, VPN, Windows 7, VMware, Technical Support, Virtualization, Troubleshooting, Computer Security, Disaster Recovery, DIACAP, XP, Systems Engineering, Integration, Windows, VMware ESX
Education
Comptia
Security Plus, I.T.
ISC2
Certified Authorization Professional (CAP), Information Assurance
Calvary Bible College and Theological Seminary 1996 — 1997
B.S., Human Resource Mgmt
Trinity Theological Seminary 1998 — 1999
MA, Comparative Religion
Azad Khatchoyan's Wells Fargo Advisors Experience November 2014 - Present
Job Brokerage Associate at Wells Fargo Advisors
Industry Banking
Experience
Wells Fargo Advisors November 2014 - Present
Wells Fargo April 2010 - Present
Skills
Portfolio Management, Loans, Banking, Credit, Commercial Lending, Refinance, Mortgage Banking, Mortgage Lending, Financial Services, Residential Mortgages, Finance, Commercial Banking, Sales, Consumer Lending, Small Business Lending, Commercial Mortgages, Investments, Credit Analysis, Wealth Management, Relationship Management, Retail Banking, Underwriting, Funding, FHA, Credit Cards, Cross Selling, Credit Risk, CRM, Loss Mitigation, Financial Structuring, Business Analysis, Asset Management, Real Estate Financing, Construction Loans, Treasury Management, Lines Of Credit, B2B, Business Unit Start-up, Business Development...
Education
California State University-Northridge 2006 — 2009
Bachelor of Science (BS), Marketing
Wells Fargo Advisors November 2014 - Present
Wells Fargo April 2010 - Present
Skills
Portfolio Management, Loans, Banking, Credit, Commercial Lending, Refinance, Mortgage Banking, Mortgage Lending, Financial Services, Residential Mortgages, Finance, Commercial Banking, Sales, Consumer Lending, Small Business Lending, Commercial Mortgages, Investments, Credit Analysis, Wealth Management, Relationship Management, Retail Banking, Underwriting, Funding, FHA, Credit Cards, Cross Selling, Credit Risk, CRM, Loss Mitigation, Financial Structuring, Business Analysis, Asset Management, Real Estate Financing, Construction Loans, Treasury Management, Lines Of Credit, B2B, Business Unit Start-up, Business Development...
Education
California State University-Northridge 2006 — 2009
Bachelor of Science (BS), Marketing
Peter Comis's Wells Fargo Advisors Experience May 2012 - August 2012
Job Sales at Bayer CropScience
Industry Chemicals
Experience
Bayer CropScience November 2014 - Present
NuVue Business Solutions January 2013 - October 2014
Wells Fargo Advisors May 2012 - August 2012
Wells Fargo Advisors May 2011 - July 2011
Skills
I am currently a Trust..., Sales, Wealth Management, Team Building, Marketing, Sales Management, Time Management, Public Speaking, Business Intelligence, Account Management, Real Estate, Leadership Development, Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Customer Retention, Leadership, Management, New Business Development, Cold Calling, Sales Process, Small Business, Operations Management, Customer Satisfaction, Strategic Planning, Sales Operations, Social Networking, Coaching, Event Planning, Training, Team Leadership, Business Planning, Marketing Strategy, Inventory Management, Social Media Marketing, Retail, Negotiation, Direct Sales, Selling, Fundraising, Contract Negotiation, Forecasting, Budgets, Business Development, Key Account Management, B2B, Business Strategy, Pricing
Education
Campbell University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Trust and Wealth Management and Pre-Law
Bayer CropScience November 2014 - Present
NuVue Business Solutions January 2013 - October 2014
Wells Fargo Advisors May 2012 - August 2012
Wells Fargo Advisors May 2011 - July 2011
Skills
I am currently a Trust..., Sales, Wealth Management, Team Building, Marketing, Sales Management, Time Management, Public Speaking, Business Intelligence, Account Management, Real Estate, Leadership Development, Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Customer Retention, Leadership, Management, New Business Development, Cold Calling, Sales Process, Small Business, Operations Management, Customer Satisfaction, Strategic Planning, Sales Operations, Social Networking, Coaching, Event Planning, Training, Team Leadership, Business Planning, Marketing Strategy, Inventory Management, Social Media Marketing, Retail, Negotiation, Direct Sales, Selling, Fundraising, Contract Negotiation, Forecasting, Budgets, Business Development, Key Account Management, B2B, Business Strategy, Pricing
Education
Campbell University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Trust and Wealth Management and Pre-Law
Diana Sagini Diana Sagini's Wells Fargo Advisors Experience May 2008 - June 2009
Job Owner at Afrikanesque, Inc.
Industry Apparel & Fashion
Experience
Afrikanesque, Inc. December 2013 - Present
Richard Slavin Insurance and Financial Services August 2011 - Present
Kenyan Children Relief Fund December 2006 - August 2011
Pacific Resources July 2009 - August 2010
Wells Fargo Advisors May 2008 - June 2009
Skills
Insurance, Employee Benefits, Customer Service, PowerPoint, Disability Insurance, Microsoft Office, Marketing, Sales, Strategic Planning, Account Management, Team Building, Program Management
Education
California State University-Northridge 2007 — 2012
Bachelor of Science (B.S.), Finance and Marketing
Afrikanesque, Inc. December 2013 - Present
Richard Slavin Insurance and Financial Services August 2011 - Present
Kenyan Children Relief Fund December 2006 - August 2011
Pacific Resources July 2009 - August 2010
Wells Fargo Advisors May 2008 - June 2009
Skills
Insurance, Employee Benefits, Customer Service, PowerPoint, Disability Insurance, Microsoft Office, Marketing, Sales, Strategic Planning, Account Management, Team Building, Program Management
Education
California State University-Northridge 2007 — 2012
Bachelor of Science (B.S.), Finance and Marketing
Steve Liaty Steve Liaty's Wells Fargo Advisors Experience September 2004 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors September 2004 - Present
Morgan Stanley Dean Witter November 1998 - September 2004
Acton Mickelson Environmental, Inc. May 1993 - October 1997
Skills
Retirement Planning, Investments, 401k, Pensions, Securities, Fixed Annuities, Retirement, Mutual Funds, Finance, Investment Strategies, Alternative Investments, Asset Allocation, Variable Annuities, Fixed Income Strategies, Tactical Asset..., Employee Stock Options, 529 Plans, Licensed Life Insurance..., Non-Qualified Deferred...
Education
California State University-Sacramento 1988 — 1993
BA, Geology
Placer High School 1984 — 1988
St. Joseph's Parish School 1977 — 1984
Wells Fargo Advisors September 2004 - Present
Morgan Stanley Dean Witter November 1998 - September 2004
Acton Mickelson Environmental, Inc. May 1993 - October 1997
Skills
Retirement Planning, Investments, 401k, Pensions, Securities, Fixed Annuities, Retirement, Mutual Funds, Finance, Investment Strategies, Alternative Investments, Asset Allocation, Variable Annuities, Fixed Income Strategies, Tactical Asset..., Employee Stock Options, 529 Plans, Licensed Life Insurance..., Non-Qualified Deferred...
Education
California State University-Sacramento 1988 — 1993
BA, Geology
Placer High School 1984 — 1988
St. Joseph's Parish School 1977 — 1984
Robert Warners Robert Warners's Wells Fargo Advisors Experience May 2003 - Present
Job First Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors May 2003 - Present
Education
Calvin College 1974 — 1978
Bachelor of Arts (BA)
Wells Fargo Advisors May 2003 - Present
Education
Calvin College 1974 — 1978
Bachelor of Arts (BA)
Robert Rosenbloom Robert Rosenbloom's Wells Fargo Advisors Experience 2008 - 2014
Job Senior Vice PresidentInvestments, Branch Manager at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co. August 2014 - Present
Wells Fargo Advisors 2008 - 2014
A.G. Edwards & Sons, Inc. 1983 - 2008
Hammerbeck & Company, Inc. 1978 - 1983
EF Hutton 1973 - 1978
First California Company Inc 1971 - 1973
M.S. Wien & Company 1969 - 1971
Weeden & Co. 1966 - 1969
Skills
Investments, Portfolio Management, Finance, Wealth Management, Financial Services, Financial Analysis, Customer Service, Retirement Planning, Mutual Funds, Investment Advisory, Financial Advisory, Sales
Education
Catawba College 1961 — 1965
BA
Benjamin F. Edwards & Co. August 2014 - Present
Wells Fargo Advisors 2008 - 2014
A.G. Edwards & Sons, Inc. 1983 - 2008
Hammerbeck & Company, Inc. 1978 - 1983
EF Hutton 1973 - 1978
First California Company Inc 1971 - 1973
M.S. Wien & Company 1969 - 1971
Weeden & Co. 1966 - 1969
Skills
Investments, Portfolio Management, Finance, Wealth Management, Financial Services, Financial Analysis, Customer Service, Retirement Planning, Mutual Funds, Investment Advisory, Financial Advisory, Sales
Education
Catawba College 1961 — 1965
BA
glenn gabbard's Wells Fargo Advisors Experience March 2007 - January 2010
Job CoOwner, Gabbard Wellness Group Inc.
Industry Hospitality
Experience
TEC360 June 2012 - Present
Gabbard Wellness Group Inc. January 2010 - Present
Wells Fargo Advisors March 2007 - January 2010
Skills
Energy Efficiency, Energy cost reduction..., Innovative energy..., Supplements, Wellness, Nutrition, Public Speaking, Team Building, Small Business, New Business Development, Marketing, Entrepreneurship, Healthcare, Marketing Strategy, Fitness, Leadership Development
Education
The University of New Mexico 1977 — 1978
MA, Speech Communication
Carroll College 1972 — 1975
BA, Political Science, Speech Communication
TEC360 June 2012 - Present
Gabbard Wellness Group Inc. January 2010 - Present
Wells Fargo Advisors March 2007 - January 2010
Skills
Energy Efficiency, Energy cost reduction..., Innovative energy..., Supplements, Wellness, Nutrition, Public Speaking, Team Building, Small Business, New Business Development, Marketing, Entrepreneurship, Healthcare, Marketing Strategy, Fitness, Leadership Development
Education
The University of New Mexico 1977 — 1978
MA, Speech Communication
Carroll College 1972 — 1975
BA, Political Science, Speech Communication
Michael Zehnder, AAMS® Michael Zehnder, AAMS®'s Wells Fargo Advisors Experience 2007 - Present
Job Financial Advisor, Assistant Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors 2007 - Present
Independent Financial Services 2005 - June 2007
A.G. Edwards & Sons, Inc. 1996 - 2005
Prudential Financial 1994 - 1996
Skills
Investments, Financial Services, Finance, Portfolio Management, Insurance, Retirement Planning, Wealth Management, Financial Planning, Retirement
Education
California State University-Sacramento 1986 — 1990
Bachelor of Business Administration (B.B.A.), Financial Planning and Services
Wells Fargo Advisors 2007 - Present
Independent Financial Services 2005 - June 2007
A.G. Edwards & Sons, Inc. 1996 - 2005
Prudential Financial 1994 - 1996
Skills
Investments, Financial Services, Finance, Portfolio Management, Insurance, Retirement Planning, Wealth Management, Financial Planning, Retirement
Education
California State University-Sacramento 1986 — 1990
Bachelor of Business Administration (B.B.A.), Financial Planning and Services
Nitar Lohaphaisan's Wells Fargo Advisors Experience March 2012 - August 2012
Job Social Media Channel Manager at Tastemade
Industry Marketing and Advertising
Experience
Tastemade June 2015 - Present
Tastemade July 2014 - June 2015
Yelp June 2013 - August 2014
Ayara Groups June 2013 - August 2014
Dishcrawl April 2013 - June 2013
Panda Restaurant Group September 2012 - January 2013
Wells Fargo Advisors March 2012 - August 2012
Wells Fargo December 2010 - February 2012
Wells Fargo May 2010 - August 2010
Skills
Customer Service, Facebook, Microsoft Excel, Sales, PowerPoint, Hospitality, Retail Banking, Finance, Microsoft Word, Time Management, Microsoft Office, Office Administration, Leadership, Event Planning, Restaurant Management, Event Management, Events Coordination, Social Media, Social Networking, Social Media Marketing, Public Relations, Marketing
Education
California State University-Northridge 2010 — 2012
Bachelor of Science (BS), Marketing
Tastemade June 2015 - Present
Tastemade July 2014 - June 2015
Yelp June 2013 - August 2014
Ayara Groups June 2013 - August 2014
Dishcrawl April 2013 - June 2013
Panda Restaurant Group September 2012 - January 2013
Wells Fargo Advisors March 2012 - August 2012
Wells Fargo December 2010 - February 2012
Wells Fargo May 2010 - August 2010
Skills
Customer Service, Facebook, Microsoft Excel, Sales, PowerPoint, Hospitality, Retail Banking, Finance, Microsoft Word, Time Management, Microsoft Office, Office Administration, Leadership, Event Planning, Restaurant Management, Event Management, Events Coordination, Social Media, Social Networking, Social Media Marketing, Public Relations, Marketing
Education
California State University-Northridge 2010 — 2012
Bachelor of Science (BS), Marketing
Andrew Shallenberger Andrew Shallenberger's Wells Fargo Advisors Experience July 2013 - December 2014
Job Account Executive at Neopost
Industry Marketing and Advertising
Experience
Neopost June 2015 - Present
Horizon Media December 2014 - June 2015
Wells Fargo Advisors July 2013 - December 2014
Merrill Lynch September 2012 - January 2013
First City Bank March 2012 - October 2012
Engauge (US) May 2012 - September 2012
Capital University September 2010 - May 2012
Chick-fil-A 2011 - March 2012
Phi Kappa Psi Fraternity December 2010 - August 2011
Capital University September 2009 - May 2010
Skills
Social Media, Marketing, Customer Service, PowerPoint, Social Media Marketing, Public Speaking, Leadership, Social Networking, Teamwork, Event Planning, Investments, Financial Analysis, Community Outreach, Email Marketing, Online Marketing, Outlook, Marketing Research, Marketing Strategy, Advertising, Entrepreneurship, Research, Stock Market Analysis, Market Research, Microsoft Office
Education
Capital University 2009 — 2013
Bachelor of Arts, Marketing, Finance, Psychology
Reynoldsburg High School 2006 — 2009
Neopost June 2015 - Present
Horizon Media December 2014 - June 2015
Wells Fargo Advisors July 2013 - December 2014
Merrill Lynch September 2012 - January 2013
First City Bank March 2012 - October 2012
Engauge (US) May 2012 - September 2012
Capital University September 2010 - May 2012
Chick-fil-A 2011 - March 2012
Phi Kappa Psi Fraternity December 2010 - August 2011
Capital University September 2009 - May 2010
Skills
Social Media, Marketing, Customer Service, PowerPoint, Social Media Marketing, Public Speaking, Leadership, Social Networking, Teamwork, Event Planning, Investments, Financial Analysis, Community Outreach, Email Marketing, Online Marketing, Outlook, Marketing Research, Marketing Strategy, Advertising, Entrepreneurship, Research, Stock Market Analysis, Market Research, Microsoft Office
Education
Capital University 2009 — 2013
Bachelor of Arts, Marketing, Finance, Psychology
Reynoldsburg High School 2006 — 2009
Gina O'Callaghan Gina O'Callaghan's Wells Fargo Advisors Experience May 2009 - July 2012
Job Financial Advisor at CUSO Financial Services, L.P.
Industry Financial Services
Experience
CUSO Financial Services, L.P. July 2012 - Present
Wells Fargo Advisors May 2009 - July 2012
Wachovia Securities February 2007 - May 2009
Atlas Securities November 1999 - February 2007
Skills
Investments, Securities, Financial Services, Finance, Insurance, Mutual Funds, Retirement Planning, Wealth Management, FINRA, Series 6, Series 63, Investment Advisory, Series 7, Financial Advisory, Life Insurance, Estate Planning, Retirement Plan..., Series 65, Retirement Income..., Financial Planning, Tax Free Income
Education
California State University-Northridge 1992 — 1994
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
CUSO Financial Services, L.P. July 2012 - Present
Wells Fargo Advisors May 2009 - July 2012
Wachovia Securities February 2007 - May 2009
Atlas Securities November 1999 - February 2007
Skills
Investments, Securities, Financial Services, Finance, Insurance, Mutual Funds, Retirement Planning, Wealth Management, FINRA, Series 6, Series 63, Investment Advisory, Series 7, Financial Advisory, Life Insurance, Estate Planning, Retirement Plan..., Series 65, Retirement Income..., Financial Planning, Tax Free Income
Education
California State University-Northridge 1992 — 1994
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
James Allen Canady James Allen Canady's Wells Fargo Advisors Experience May 2013 - May 2014
Job Partner, CFO at Atlantic Wealth Management
Industry Financial Services
Experience
Atlantic Wealth Management, LLC May 2014 - Present
Wells Fargo Advisors May 2013 - May 2014
Allegiance Security Group, LLC March 2011 - April 2013
EY February 2011 - March 2011
Allegiance Security Group, LLC April 2009 - February 2011
Coastal Finance Company, Inc. July 2004 - April 2009
Education
Campbell University 2000 — 2004
BBA/MBA, Accounting, Investment Management, Financial Planning
Atlantic Wealth Management, LLC May 2014 - Present
Wells Fargo Advisors May 2013 - May 2014
Allegiance Security Group, LLC March 2011 - April 2013
EY February 2011 - March 2011
Allegiance Security Group, LLC April 2009 - February 2011
Coastal Finance Company, Inc. July 2004 - April 2009
Education
Campbell University 2000 — 2004
BBA/MBA, Accounting, Investment Management, Financial Planning
Nathaniel Newman's Wells Fargo Advisors Experience December 2011 - February 2013
Job Physical Therapy Intern at Kaiser Permanente
Industry Retail
Experience
Kaiser Permanente January 2014 - Present
Wells Fargo Advisors December 2011 - February 2013
General Nutrition Centers, Inc 2013 - 2013
Skills
Microsoft Office, Sports Nutrition, Football, Customer Service, Social Networking, Sports Training, Physical Therapy, Commercial Banking
Education
California State University-Sacramento 2013 — 2014
Bachelor of Science (B.S.), Kinesiology and Exercise Science
Kaiser Permanente January 2014 - Present
Wells Fargo Advisors December 2011 - February 2013
General Nutrition Centers, Inc 2013 - 2013
Skills
Microsoft Office, Sports Nutrition, Football, Customer Service, Social Networking, Sports Training, Physical Therapy, Commercial Banking
Education
California State University-Sacramento 2013 — 2014
Bachelor of Science (B.S.), Kinesiology and Exercise Science
Charlie Pepin Charlie Pepin's Wells Fargo Advisors Experience July 2002 - July 2003
Job Vice President Wells Fargo Business Banking
Industry Banking
Experience
Wells Fargo Bank July 2002 - Present
Wells Fargo Advisors July 2002 - July 2003
BMO Harris Bank March 2001 - June 2002
Skills
Loans, Credit, Commercial Lending, Banking, Small Business Lending, Credit Analysis, Lines Of Credit, Sales, Series 7, Wealth Management, Middle Market, Insurance, Customer Service, Investments, Commercial Mortgages, Financial Analysis, Relationship Management, Commercial Banking, Risk Management
Education
Lake Superior State University 1998 — 2000
Master of Business Administration (M.B.A.)
Central Michigan University 1994 — 1996
Bachelor of Arts (B.A.), Receation Management
Wells Fargo Bank July 2002 - Present
Wells Fargo Advisors July 2002 - July 2003
BMO Harris Bank March 2001 - June 2002
Skills
Loans, Credit, Commercial Lending, Banking, Small Business Lending, Credit Analysis, Lines Of Credit, Sales, Series 7, Wealth Management, Middle Market, Insurance, Customer Service, Investments, Commercial Mortgages, Financial Analysis, Relationship Management, Commercial Banking, Risk Management
Education
Lake Superior State University 1998 — 2000
Master of Business Administration (M.B.A.)
Central Michigan University 1994 — 1996
Bachelor of Arts (B.A.), Receation Management
Trevor Ahbleza Stanley Trevor Ahbleza Stanley's Wells Fargo Advisors Experience January 2008 - December 2009
Job Inhouse Counsel
Industry Law Practice
Experience
Major Energy Services May 2015 - Present
SBTDC January 2013 - May 2014
Congleton Law, P.C. May 2013 - August 2013
Wells Fargo Advisors January 2008 - December 2009
Skills
Finance, Research, Legal Writing, Legal Research, Leadership, Editing, S.A.S. Software..., Legal Research Skills, Financial Analysis, Financial Accounting, Financial Statement..., Economic Research, Econometric Modeling, Culinary Management, Team Management, Consulting, Business Planning, Uniform Commercial Code, Lexis Nexis, Westlaw, Bloomberg Terminal, Microsoft Office, Microsoft Excel, Microsoft Word, Quantitative Research, Qualitative Research, Marketing Research, Securities Regulation, Analysis, Management, Financial Modeling, Time Management, Data Analysis, PowerPoint, Due Diligence, Mergers & Acquisitions
Education
Campbell University, Norman Adrian Wiggins School of Law 2011 — 2014
Juris Doctor (J.D.), Business Law, 3.45
University of North Carolina at Wilmington 2006 — 2010
B.A., Economics, 3.872
University of North Carolina at Wilmington 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, 3.91
Major Energy Services May 2015 - Present
SBTDC January 2013 - May 2014
Congleton Law, P.C. May 2013 - August 2013
Wells Fargo Advisors January 2008 - December 2009
Skills
Finance, Research, Legal Writing, Legal Research, Leadership, Editing, S.A.S. Software..., Legal Research Skills, Financial Analysis, Financial Accounting, Financial Statement..., Economic Research, Econometric Modeling, Culinary Management, Team Management, Consulting, Business Planning, Uniform Commercial Code, Lexis Nexis, Westlaw, Bloomberg Terminal, Microsoft Office, Microsoft Excel, Microsoft Word, Quantitative Research, Qualitative Research, Marketing Research, Securities Regulation, Analysis, Management, Financial Modeling, Time Management, Data Analysis, PowerPoint, Due Diligence, Mergers & Acquisitions
Education
Campbell University, Norman Adrian Wiggins School of Law 2011 — 2014
Juris Doctor (J.D.), Business Law, 3.45
University of North Carolina at Wilmington 2006 — 2010
B.A., Economics, 3.872
University of North Carolina at Wilmington 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, 3.91
Clint Berry Clint Berry's Wells Fargo Advisors Experience May 2011 - December 2011
Job Technology Program Management
Industry Information Technology and Services
Experience
Lowe's Companies, Inc. 2014 - 2015
Lowe's Companies, Inc. 2014 - 2015
General Dynamics September 2013 - December 2013
Time Warner Cable February 2012 - June 2013
Wells Fargo Advisors May 2011 - December 2011
IBM Global Services May 2010 - May 2011
iMOM, Inc. April 1999 - March 2010
EDS 1997 - 1999
ARC 1997 - 1997
Skills
SharePoint, Integration, Active Directory, Disaster Recovery, IT Service Management, Security, Servers, Project Management, Windows Server, System Administration, Change Management, Management, System Deployment, Infrastructure, Project Planning, Troubleshooting, Program Management, MS Project
Education
Capella University 2009 — 2010
Network, Systems & Web Application Development
City University of New York City College 1986 — 1990
Engineering
Lowe's Companies, Inc. 2014 - 2015
Lowe's Companies, Inc. 2014 - 2015
General Dynamics September 2013 - December 2013
Time Warner Cable February 2012 - June 2013
Wells Fargo Advisors May 2011 - December 2011
IBM Global Services May 2010 - May 2011
iMOM, Inc. April 1999 - March 2010
EDS 1997 - 1999
ARC 1997 - 1997
Skills
SharePoint, Integration, Active Directory, Disaster Recovery, IT Service Management, Security, Servers, Project Management, Windows Server, System Administration, Change Management, Management, System Deployment, Infrastructure, Project Planning, Troubleshooting, Program Management, MS Project
Education
Capella University 2009 — 2010
Network, Systems & Web Application Development
City University of New York City College 1986 — 1990
Engineering
Ray Davido Ray Davido's Wells Fargo Advisors Experience July 2004 - July 2008
Job Assistant Vice PresidentBusiness Banking at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase January 2011 - Present
U.S. Bank January 2009 - January 2011
Wells Fargo Advisors July 2004 - July 2008
Skills
Interpersonal..., Organizational Behavior, Sales Management, Team-oriented, Highly Reliable, Exceed Sales Goals, Banking
Education
CSUN 2000 — 2004
Bachelor's degree, Business Administration, Management and Operations
Los Angeles Valley College 1998 — 2000
Associate's degree, General Studies
JP Morgan Chase January 2011 - Present
U.S. Bank January 2009 - January 2011
Wells Fargo Advisors July 2004 - July 2008
Skills
Interpersonal..., Organizational Behavior, Sales Management, Team-oriented, Highly Reliable, Exceed Sales Goals, Banking
Education
CSUN 2000 — 2004
Bachelor's degree, Business Administration, Management and Operations
Los Angeles Valley College 1998 — 2000
Associate's degree, General Studies
Dameon Smith, MBA Dameon Smith, MBA's Wells Fargo Advisors Experience May 2008 - December 2010
Job Client Service Associate at LPL Financial
Industry Financial Services
Experience
LPL Financial April 2015 - Present
Vanguard December 2010 - March 2015
Wells Fargo Advisors May 2008 - December 2010
Citi November 2004 - April 2008
Skills
Analysis, Credit, Loans, Management, Leadership, Credit Cards, Banking, Financial Services, Investments, Portfolio Management, Relationship Management, Mutual Funds, Series 63, Financial Analysis, Credit Analysis, Risk Management, Finance, Securities, Strategic Financial..., Consumer Lending, Underwriting
Education
Capella University 2010 — 2012
MBA, Finance and Financial Management Services
Johnson C. Smith University - JCSU 1996 — 2002
Bachelor of Arts (B.A.), Mass Communication/Media Studies
LPL Financial April 2015 - Present
Vanguard December 2010 - March 2015
Wells Fargo Advisors May 2008 - December 2010
Citi November 2004 - April 2008
Skills
Analysis, Credit, Loans, Management, Leadership, Credit Cards, Banking, Financial Services, Investments, Portfolio Management, Relationship Management, Mutual Funds, Series 63, Financial Analysis, Credit Analysis, Risk Management, Finance, Securities, Strategic Financial..., Consumer Lending, Underwriting
Education
Capella University 2010 — 2012
MBA, Finance and Financial Management Services
Johnson C. Smith University - JCSU 1996 — 2002
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Jeffrey Nessel Jeffrey Nessel's Wells Fargo Advisors Experience May 2001 - January 2011
Job Financial Advisor at Bukaty Companies
Industry Financial Services
Experience
Bukaty Companies May 2014 - Present
Oppenheimer & Co. Inc. January 2011 - May 2014
Wells Fargo Advisors May 2001 - January 2011
Fahnestock & Co. October 1992 - May 2001
Skills
Securities, Series 7, Banking, Retirement, Retirement Planning, Wealth Management, Financial Advisory, Series 63
Education
California State University-Northridge 1976 — 1978
Master's degree, Political Science and Government
University of California, Los Angeles 1974 — 1976
Bachelor of Arts (B.A.), Political Science and Government
Bukaty Companies May 2014 - Present
Oppenheimer & Co. Inc. January 2011 - May 2014
Wells Fargo Advisors May 2001 - January 2011
Fahnestock & Co. October 1992 - May 2001
Skills
Securities, Series 7, Banking, Retirement, Retirement Planning, Wealth Management, Financial Advisory, Series 63
Education
California State University-Northridge 1976 — 1978
Master's degree, Political Science and Government
University of California, Los Angeles 1974 — 1976
Bachelor of Arts (B.A.), Political Science and Government
Karl Pollack Karl Pollack's Wells Fargo Advisors Experience October 2012 - Present
Job Risk Management Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors October 2012 - Present
Wells Fargo June 2009 - October 2012
Wells Fargo April 2008 - June 2009
A.G. Edwards April 2006 - April 2008
US Securities and Exchange Commission June 2004 - August 2004
TD Ameritrade January 1999 - July 2002
TD Ameritrade June 1996 - January 1999
Skills
Risk Management, Compliance, Credit Risk, Legal, Securities Regulation, Securities
Education
Washington University in St. Louis School of Law 2002 — 2005
Doctor of Law (J.D.)
Creighton University 1993 — 1995
Bachelor of Arts (B.A.)
Calvin College 1991 — 1993
Wells Fargo Advisors October 2012 - Present
Wells Fargo June 2009 - October 2012
Wells Fargo April 2008 - June 2009
A.G. Edwards April 2006 - April 2008
US Securities and Exchange Commission June 2004 - August 2004
TD Ameritrade January 1999 - July 2002
TD Ameritrade June 1996 - January 1999
Skills
Risk Management, Compliance, Credit Risk, Legal, Securities Regulation, Securities
Education
Washington University in St. Louis School of Law 2002 — 2005
Doctor of Law (J.D.)
Creighton University 1993 — 1995
Bachelor of Arts (B.A.)
Calvin College 1991 — 1993
Rick Kula Rick Kula's Wells Fargo Advisors Experience January 2003 - July 2004
Job Retirement Plan Specialist at Annex Wealth Management
Industry Financial Services
Experience
Annex Wealth Management November 2013 - Present
AXA Equitable September 2009 - June 2013
MetLife Financial Services 2004 - 2009
Wells Fargo Advisors January 2003 - July 2004
Skills
Investments, Retirement Planning, Insurance, Series 7, Financial Services, Nonprofits, Mutual Funds, 401k, Fixed Annuities, Series 63, Life Insurance, Strategic Financial..., Retirement, Asset Allocation, Securities, Wealth Management, Finance, IRAs, 403 b, Investment Advisory
Education
Carthage College 1999 — 2003
BA, Business Administration and Marketing
Libertyville High School 1996 — 1999
Honor Role
Annex Wealth Management November 2013 - Present
AXA Equitable September 2009 - June 2013
MetLife Financial Services 2004 - 2009
Wells Fargo Advisors January 2003 - July 2004
Skills
Investments, Retirement Planning, Insurance, Series 7, Financial Services, Nonprofits, Mutual Funds, 401k, Fixed Annuities, Series 63, Life Insurance, Strategic Financial..., Retirement, Asset Allocation, Securities, Wealth Management, Finance, IRAs, 403 b, Investment Advisory
Education
Carthage College 1999 — 2003
BA, Business Administration and Marketing
Libertyville High School 1996 — 1999
Honor Role
Edin Sabic Edin Sabic's Wells Fargo Advisors Experience August 2012 - September 2013
Job Business Professional
Industry Financial Services
Experience
Pearson October 2014 - Present
BNY Mellon November 2013 - Present
Wells Fargo Advisors August 2012 - September 2013
California University of Pennsylvania January 2011 - May 2012
Skills
Marketing, Digital Marketing, Social Media, Teamwork, Foreign Languages, Marketing Strategy, Digital Strategy, Social Media Consulting, Financial Analysis, Financial Reporting, Investments, Stock Market Analysis, Financial Markets, Microsoft Office, Social Media Marketing, Marketing Communications, Social Networking, CRM, Salesforce.com, Intranet, Socialware, Analysis, SEO, Finance, Analytics, Financial Services, Market Research
Education
California University of Pennsylvania 2011 — 2012
Bachelor of Business Administration (BBA), Finance, 3.70 GPA
Missouri State University 2008 — 2010
International Business, 3.70 GPA
Pearson October 2014 - Present
BNY Mellon November 2013 - Present
Wells Fargo Advisors August 2012 - September 2013
California University of Pennsylvania January 2011 - May 2012
Skills
Marketing, Digital Marketing, Social Media, Teamwork, Foreign Languages, Marketing Strategy, Digital Strategy, Social Media Consulting, Financial Analysis, Financial Reporting, Investments, Stock Market Analysis, Financial Markets, Microsoft Office, Social Media Marketing, Marketing Communications, Social Networking, CRM, Salesforce.com, Intranet, Socialware, Analysis, SEO, Finance, Analytics, Financial Services, Market Research
Education
California University of Pennsylvania 2011 — 2012
Bachelor of Business Administration (BBA), Finance, 3.70 GPA
Missouri State University 2008 — 2010
International Business, 3.70 GPA
Truong (Jason) Ung's Wells Fargo Advisors Experience September 2015 - Present
Job Apps Programmer/Analyst at Wells Fargo
Industry Computer & Network Security
Experience
Wells Fargo Advisors September 2015 - Present
Garretson Resolution Group February 2012 - Present
DigitalMailer, Inc. June 2011 - February 2012
UniqueUSA February 2010 - May 2011
UNC Charlotte July 2009 - July 2010
Warner Cable Corporate June 2008 - September 2008
Central Piedmont Community College August 2006 - September 2007
TJMaxx Distribution Center January 2002 - January 2006
Skills
C#, ASP.NET, jQuery, JavaScript, Microsoft SQL Server, SSRS, SSIS, TFS, Agile Methodologies, Visual Studio, Java, PHP, MySQL, Visual C#, Databases, SQL, WCF
Education
University of North Carolina at Charlotte 2008 — 2010
Master, Computer Science
University of North Carolina at Charlotte 2007 — 2010
Bachelor Degree, Computer Science
Central Piedmont Community College
Bachelor degree, Computer Science; computer science
Wells Fargo Advisors September 2015 - Present
Garretson Resolution Group February 2012 - Present
DigitalMailer, Inc. June 2011 - February 2012
UniqueUSA February 2010 - May 2011
UNC Charlotte July 2009 - July 2010
Warner Cable Corporate June 2008 - September 2008
Central Piedmont Community College August 2006 - September 2007
TJMaxx Distribution Center January 2002 - January 2006
Skills
C#, ASP.NET, jQuery, JavaScript, Microsoft SQL Server, SSRS, SSIS, TFS, Agile Methodologies, Visual Studio, Java, PHP, MySQL, Visual C#, Databases, SQL, WCF
Education
University of North Carolina at Charlotte 2008 — 2010
Master, Computer Science
University of North Carolina at Charlotte 2007 — 2010
Bachelor Degree, Computer Science
Central Piedmont Community College
Bachelor degree, Computer Science; computer science
Maurio Miller Maurio Miller's Wells Fargo Advisors Experience May 2006 - May 2008
Job Analyst at Cox Communications
Industry Broadcast Media
Experience
JPMorgan Chase & Co. October 2014 - Present
Cox Communications January 2011 - Present
T-Mobile June 2011 - May 2013
Family Dollar Corporate June 2008 - June 2010
Wells Fargo Advisors May 2006 - May 2008
Skills
Data Analysis, Financial Services, Leadership, Private Equity, Investment Banking, Management
Education
Midwestern 2011 — 2012
Nursing
West Charlotte Senior High 1993 — 1996
HS Diploma, Business/Corporate Communications
Central Piedmont Community College
Engineering
JPMorgan Chase & Co. October 2014 - Present
Cox Communications January 2011 - Present
T-Mobile June 2011 - May 2013
Family Dollar Corporate June 2008 - June 2010
Wells Fargo Advisors May 2006 - May 2008
Skills
Data Analysis, Financial Services, Leadership, Private Equity, Investment Banking, Management
Education
Midwestern 2011 — 2012
Nursing
West Charlotte Senior High 1993 — 1996
HS Diploma, Business/Corporate Communications
Central Piedmont Community College
Engineering
Louis Rodrigue Fouda Louis Rodrigue Fouda's Wells Fargo Advisors Experience 2007 - Present
Job Investment Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors 2007 - Present
Wells Fargo 2007 - 2009
Merrill Lynch 2004 - 2007
Skills
Corporate Finance, Investment Banking, Investments, Management, Wealth Management, Portfolio Management
Education
California State University-Northridge 2002 — 2004
Bachelor of Science in Business Administration (B.S), FINANCE
Santa Monica College 1999 — 2002
Associate of Science (A.S.), Business Administration and Management, General
Lycee General Leclerc
Wells Fargo Advisors 2007 - Present
Wells Fargo 2007 - 2009
Merrill Lynch 2004 - 2007
Skills
Corporate Finance, Investment Banking, Investments, Management, Wealth Management, Portfolio Management
Education
California State University-Northridge 2002 — 2004
Bachelor of Science in Business Administration (B.S), FINANCE
Santa Monica College 1999 — 2002
Associate of Science (A.S.), Business Administration and Management, General
Lycee General Leclerc
Marilyn Carter Marilyn Carter's Wells Fargo Advisors Experience June 1986 - March 2010
Job President at Carter Capital Management
Industry Investment Management
Experience
Carter Capital Management April 2010 - Present
Wells Fargo Advisors June 1986 - March 2010
Skills
Series 7, Investments, Wealth Management, Retirement Planning, Asset Allocation, Life Insurance, Options, IRAs, 401k Rollovers, ETFs, Equities, Fixed Income, Wealth Accumulation, Wealth Management..., Strategic Planning, Strategic Financial..., Bloomberg, High Net Worth..., Due Diligence, Financial Advisory, Financial Modeling, Portfolio Management, Retirement Plan..., Investment Management, Roth IRA, Investment Advisory, Stocks, Bonds, Securities, FINRA, Asset Management, Fixed Annuities, Alternative Investments, Trading, 401k, Investment Strategies
Education
Capital University 1982 — 1986
Bachelor of Arts (BA), Economics and Business Adm.
Carter Capital Management April 2010 - Present
Wells Fargo Advisors June 1986 - March 2010
Skills
Series 7, Investments, Wealth Management, Retirement Planning, Asset Allocation, Life Insurance, Options, IRAs, 401k Rollovers, ETFs, Equities, Fixed Income, Wealth Accumulation, Wealth Management..., Strategic Planning, Strategic Financial..., Bloomberg, High Net Worth..., Due Diligence, Financial Advisory, Financial Modeling, Portfolio Management, Retirement Plan..., Investment Management, Roth IRA, Investment Advisory, Stocks, Bonds, Securities, FINRA, Asset Management, Fixed Annuities, Alternative Investments, Trading, 401k, Investment Strategies
Education
Capital University 1982 — 1986
Bachelor of Arts (BA), Economics and Business Adm.
David Loeffler, CRPC David Loeffler, CRPC's Wells Fargo Advisors Experience August 1997 - Present
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors August 1997 - Present
M.L. Stern & Co. July 1992 - August 1997
Skills
Investments, Retirement Planning, Mutual Funds, Retirement, Asset Allocation, 401k, Financial Advisory, Securities, Investment Strategies, Insurance, Relationship Management, Alternative Investments, Fixed Income, IRAs, Hedge Funds, Defined Benefit, Fixed Annuities, Qualified Retirement..., Equities, Financial Analysis, Retirement Plan..., Financial Services
Education
California State University-Sacramento
Bachelor of Arts
Mira Loma High School
Diploma
Wells Fargo Advisors August 1997 - Present
M.L. Stern & Co. July 1992 - August 1997
Skills
Investments, Retirement Planning, Mutual Funds, Retirement, Asset Allocation, 401k, Financial Advisory, Securities, Investment Strategies, Insurance, Relationship Management, Alternative Investments, Fixed Income, IRAs, Hedge Funds, Defined Benefit, Fixed Annuities, Qualified Retirement..., Equities, Financial Analysis, Retirement Plan..., Financial Services
Education
California State University-Sacramento
Bachelor of Arts
Mira Loma High School
Diploma
Faye MacIntyre's Wells Fargo Advisors Experience April 2014 - Present
Job Vice President/Senior Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors April 2014 - Present
Wells Fargo Advisors, LLC December 2004 - April 2014
Advest, Inc. September 2001 - November 2003
Paine Webber October 1978 - October 1988
Skills
Series 7, Series 66, Series 9/10, Financial Services, Mutual Funds, Management, Retirement, Financial Analysis, Process Improvement, Series 65, Series 63, Trading, ETFs, IRAs, Securities, FINRA, Uniform Combined State..., Retirement Planning, Finance, Investments, Operations Management
Education
Rio Hondo College 1973 — 1975
Associate of Arts (A.A.), Visual and Performing Arts
California State University-Northridge
Bachelor's Degree, Business/Commerce, General
Wells Fargo Advisors April 2014 - Present
Wells Fargo Advisors, LLC December 2004 - April 2014
Advest, Inc. September 2001 - November 2003
Paine Webber October 1978 - October 1988
Skills
Series 7, Series 66, Series 9/10, Financial Services, Mutual Funds, Management, Retirement, Financial Analysis, Process Improvement, Series 65, Series 63, Trading, ETFs, IRAs, Securities, FINRA, Uniform Combined State..., Retirement Planning, Finance, Investments, Operations Management
Education
Rio Hondo College 1973 — 1975
Associate of Arts (A.A.), Visual and Performing Arts
California State University-Northridge
Bachelor's Degree, Business/Commerce, General
Brent Markley Brent Markley's Wells Fargo Advisors Experience August 1991 - May 2011
Job Wealth Advisor
Industry Financial Services
Experience
Stratos Wealth Partners July 2011 - Present
Advantage Wealth Partners July 2011 - Present
LPL Finanical July 2011 - Present
Wells Fargo Advisors August 1991 - May 2011
Wells Fargo Advisors/A.G. Edwards August 1991 - May 2011
AG Edwards 1991 - 2006
Skills
Financial Planning, Asset Management, Wealth Management, Retirement Planning, Asset Allocation, Financial Advisory, Estate Planning, Investments, Portfolio Management, Series 7, Wealth, Insurance, Securities, Investment Advisory, Retirement
Education
Capital University 1978 — 1982
BS, Business Administration & Marketing
Ridgedale high school
Ridgedale high school
Stratos Wealth Partners July 2011 - Present
Advantage Wealth Partners July 2011 - Present
LPL Finanical July 2011 - Present
Wells Fargo Advisors August 1991 - May 2011
Wells Fargo Advisors/A.G. Edwards August 1991 - May 2011
AG Edwards 1991 - 2006
Skills
Financial Planning, Asset Management, Wealth Management, Retirement Planning, Asset Allocation, Financial Advisory, Estate Planning, Investments, Portfolio Management, Series 7, Wealth, Insurance, Securities, Investment Advisory, Retirement
Education
Capital University 1978 — 1982
BS, Business Administration & Marketing
Ridgedale high school
Ridgedale high school
Deidre Morrow Deidre Morrow's Wells Fargo Advisors Experience August 2004 - December 2011
Job Student at Campbell University
Industry Financial Services
Experience
Wells Fargo July 2015 - Present
Wells Fargo July 2015 - Present
Wells Fargo 2014 - 2014
Wells Fargo 2013 - 2013
Wells Fargo Advisors August 2004 - December 2011
Legal Services of Southern Piedmont 2011 - 2011
Legal Services of Southern Piedmont 2011 - 2011
Wells Fargo 2006 - 2011
Wells Fargo 2006 - 2011
Wells Fargo Advisors 2005 - 2006
Education
Campbell University 2012 — 2015
Bachelor's Degree, Trust & Wealth Managment, minor Financial Planning
Wells Fargo July 2015 - Present
Wells Fargo July 2015 - Present
Wells Fargo 2014 - 2014
Wells Fargo 2013 - 2013
Wells Fargo Advisors August 2004 - December 2011
Legal Services of Southern Piedmont 2011 - 2011
Legal Services of Southern Piedmont 2011 - 2011
Wells Fargo 2006 - 2011
Wells Fargo 2006 - 2011
Wells Fargo Advisors 2005 - 2006
Education
Campbell University 2012 — 2015
Bachelor's Degree, Trust & Wealth Managment, minor Financial Planning
Matt Hennessy Matt Hennessy's Wells Fargo Advisors Experience January 2014 - Present
Job Brokerage Technology at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2014 - Present
The North Highland Company February 2005 - December 2013
Bank of America 1997 - 2004
Skills
PMO, Business Process..., Project Portfolio..., Six Sigma, Acquisition Integration, Program Management, Change Management, Process Improvement, Management Consulting, Vendor Management, Business Process, IT Strategy, Business Transformation, Business Analysis, Strategy, Business Process..., Business Process Design, Governance, Organizational Design, Consulting, PMP, SDLC, Process Engineering, Requirements Gathering, Project Delivery
Education
Central Michigan University
Bachelor of Science (B.S.)
Wells Fargo Advisors January 2014 - Present
The North Highland Company February 2005 - December 2013
Bank of America 1997 - 2004
Skills
PMO, Business Process..., Project Portfolio..., Six Sigma, Acquisition Integration, Program Management, Change Management, Process Improvement, Management Consulting, Vendor Management, Business Process, IT Strategy, Business Transformation, Business Analysis, Strategy, Business Process..., Business Process Design, Governance, Organizational Design, Consulting, PMP, SDLC, Process Engineering, Requirements Gathering, Project Delivery
Education
Central Michigan University
Bachelor of Science (B.S.)
Calvin Duncan's Wells Fargo Advisors Experience April 2005 - August 2014
Job Vice President QA Application Manager/Test Delivery Manager at TD
Industry Information Technology and Services
Experience
TD August 2014 - Present
Wryla Communications January 2012 - Present
Toastmasters International 2010 - Present
Wells Fargo Advisors April 2005 - August 2014
Premier Alliance April 1998 - July 2005
Computer Science Corporation 1996 - 1998
American Century October 1992 - July 1996
AT&T August 1990 - September 1992
United States Army September 1986 - June 1990
Skills
Advanced Communicator, Competent Leader, A skilled communicator,..., Public Speaking, Presenter, Skilled Communicator, Leadership, SDLC, Business Analysis, Change Management, Access, Program Management, Analysis, Leadership Development, Training, Management, Mainframe, PMP, Software Project..., Process Improvement, Testing, Project Planning, Team Building, Test Planning, Banking, Vendor Management, Project Management, Data Analysis, Team Leadership, Enterprise Software, Software Documentation, Project Portfolio..., Time Management, Requirements Gathering, Business Process, User Acceptance Testing, Visio, SharePoint, Business Process..., Requirements Analysis, Integration, Risk Management, Waterfall
Education
Park University 2008 — 2015
Bachelor's degree, Computer Information Systems Management
Central Piedmont Community College
General Studies, Management Information Systems, General
TD August 2014 - Present
Wryla Communications January 2012 - Present
Toastmasters International 2010 - Present
Wells Fargo Advisors April 2005 - August 2014
Premier Alliance April 1998 - July 2005
Computer Science Corporation 1996 - 1998
American Century October 1992 - July 1996
AT&T August 1990 - September 1992
United States Army September 1986 - June 1990
Skills
Advanced Communicator, Competent Leader, A skilled communicator,..., Public Speaking, Presenter, Skilled Communicator, Leadership, SDLC, Business Analysis, Change Management, Access, Program Management, Analysis, Leadership Development, Training, Management, Mainframe, PMP, Software Project..., Process Improvement, Testing, Project Planning, Team Building, Test Planning, Banking, Vendor Management, Project Management, Data Analysis, Team Leadership, Enterprise Software, Software Documentation, Project Portfolio..., Time Management, Requirements Gathering, Business Process, User Acceptance Testing, Visio, SharePoint, Business Process..., Requirements Analysis, Integration, Risk Management, Waterfall
Education
Park University 2008 — 2015
Bachelor's degree, Computer Information Systems Management
Central Piedmont Community College
General Studies, Management Information Systems, General
Monica R. McDowell's Wells Fargo Advisors Experience October 2011 - August 2014
Job OWNER at SHEER ELEGANCE WEDDING & EVENT PLANNING
Industry Events Services
Experience
Sickle Cell Warriors Of WI October 2014 - Present
Brookdale Senior Living August 2014 - Present
Wells Fargo April 1986 - Present
Wells Fargo Advisors October 2011 - August 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Public Speaking, Team Building, Fundraising, Leadership, Training, Coaching, Event Planning, Nonprofits
Education
Cardinal Stritch University 2015 — 2019
Masters Degree Human Services, Human Resources Management and Services, 3.0
Cardinal Stritch University
Sickle Cell Warriors Of WI October 2014 - Present
Brookdale Senior Living August 2014 - Present
Wells Fargo April 1986 - Present
Wells Fargo Advisors October 2011 - August 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Public Speaking, Team Building, Fundraising, Leadership, Training, Coaching, Event Planning, Nonprofits
Education
Cardinal Stritch University 2015 — 2019
Masters Degree Human Services, Human Resources Management and Services, 3.0
Cardinal Stritch University
John A. Kent John A. Kent's Wells Fargo Advisors Experience December 2000 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors December 2000 - Present
Citi September 1997 - December 2000
Merrill Lynch February 1995 - September 1997
Skills
Customized Solutions, Investments, Asset Allocation, Finance, Series 7, Wealth Management, Program Management, Retirement Planning, Wealth Management..., Mutual Funds, Estate Planning, Fixed Income, Strategic Financial...
Education
Canisius College 1989 — 1992
Master of Business Administration (M.B.A.)
Hobart College 1981 — 1985
Bachelor of Arts (B.A.)
Nichols School 1973 — 1981
Wells Fargo Advisors December 2000 - Present
Citi September 1997 - December 2000
Merrill Lynch February 1995 - September 1997
Skills
Customized Solutions, Investments, Asset Allocation, Finance, Series 7, Wealth Management, Program Management, Retirement Planning, Wealth Management..., Mutual Funds, Estate Planning, Fixed Income, Strategic Financial...
Education
Canisius College 1989 — 1992
Master of Business Administration (M.B.A.)
Hobart College 1981 — 1985
Bachelor of Arts (B.A.)
Nichols School 1973 — 1981
Paul Neri, CLU, ChFC, CFP Paul Neri, CLU, ChFC, CFP's Wells Fargo Advisors Experience March 2014 - Present
Job Wealth Insurance Specialist at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors March 2014 - Present
Boston Chapter Society of Financial Service Professionals May 2013 - May 2014
Brookfield Insurance Partners May 2010 - March 2014
Smith Barney January 2007 - July 2009
Clifton Brokerage Corporation April 2005 - January 2007
Allstate Insurance 2000 - 2004
Trumbull Democratic Town Committee 1996 - 2000
CIGNA Financial Services August 1992 - January 1996
Phoenix Life Insurance Company 1986 - 1992
Skills
Estate Planning, Wealth Transfer, Disability Insurance, Insurance Planning, Portfolio Management, Mutual Funds, Strategic Financial..., Financial Planners, Wealth, Long-term Care, Insurance, Fixed Annuities, Retirement Planning, Financial Advisory, Retirement, Employee Benefits, Investments, Small Business, Whole Life, Life Insurance, Long Term Care Insurance, Finance, Underwriting, Wealth Management, 401k, Series 6, IRAs, Series 63, Series 7, Term Life Insurance, Securities, FINRA, Variable Annuities, Financial Services, Wealth Management..., Universal Life, Investment Advisory, Alternative Investments, Roth IRA, Wealth Accumulation, Pensions, Asset Allocation, Certified Financial..., Series 24, Health Insurance, 401k Rollovers, Asset Management, Investment Strategies, Bonds, Brokers
Education
The University of Connecticut School of Business 1978 — 1980
BS, Finance
Case Western Reserve University 1976 — 1978
Trumbull High School 1973 — 1976
Walnut Hill School
Wells Fargo Advisors March 2014 - Present
Boston Chapter Society of Financial Service Professionals May 2013 - May 2014
Brookfield Insurance Partners May 2010 - March 2014
Smith Barney January 2007 - July 2009
Clifton Brokerage Corporation April 2005 - January 2007
Allstate Insurance 2000 - 2004
Trumbull Democratic Town Committee 1996 - 2000
CIGNA Financial Services August 1992 - January 1996
Phoenix Life Insurance Company 1986 - 1992
Skills
Estate Planning, Wealth Transfer, Disability Insurance, Insurance Planning, Portfolio Management, Mutual Funds, Strategic Financial..., Financial Planners, Wealth, Long-term Care, Insurance, Fixed Annuities, Retirement Planning, Financial Advisory, Retirement, Employee Benefits, Investments, Small Business, Whole Life, Life Insurance, Long Term Care Insurance, Finance, Underwriting, Wealth Management, 401k, Series 6, IRAs, Series 63, Series 7, Term Life Insurance, Securities, FINRA, Variable Annuities, Financial Services, Wealth Management..., Universal Life, Investment Advisory, Alternative Investments, Roth IRA, Wealth Accumulation, Pensions, Asset Allocation, Certified Financial..., Series 24, Health Insurance, 401k Rollovers, Asset Management, Investment Strategies, Bonds, Brokers
Education
The University of Connecticut School of Business 1978 — 1980
BS, Finance
Case Western Reserve University 1976 — 1978
Trumbull High School 1973 — 1976
Walnut Hill School
Justin Forsmann, CAMS's Wells Fargo Advisors Experience May 2015 - Present
Job Vice President AML Compliance Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors May 2015 - Present
Regions Financial Corporation December 2014 - May 2015
Wells Fargo Advisors December 2013 - December 2014
Wells Fargo Advisors December 2012 - December 2013
Wells Fargo January 2005 - December 2012
Wachovia Bank, N.A. July 2007 - December 2009
World Savings Bank, F.S.B. January 2005 - July 2007
Skills
Loans, Small Business Lending, Banking, Credit, Consumer Lending, Mortgage Lending, Commercial Lending, Cross Selling, Loan Origination, Branch Banking, Branch Management, Mortgage Banking, Commercial Banking, Sales, Credit Analysis, Retail Banking, Portfolio Management, Leadership, Refinance, Risk Management, Anti Money Laundering, Operational Risk..., Financial Crimes..., Brokerage, USA PATRIOT Act, International Banking..., Bank Secrecy Act, International Business, International Relations, International Compliance, Internal Controls, Financial Services, Relationship Management
Education
California State University-Northridge
B.S., Management and Economics
Wells Fargo Advisors May 2015 - Present
Regions Financial Corporation December 2014 - May 2015
Wells Fargo Advisors December 2013 - December 2014
Wells Fargo Advisors December 2012 - December 2013
Wells Fargo January 2005 - December 2012
Wachovia Bank, N.A. July 2007 - December 2009
World Savings Bank, F.S.B. January 2005 - July 2007
Skills
Loans, Small Business Lending, Banking, Credit, Consumer Lending, Mortgage Lending, Commercial Lending, Cross Selling, Loan Origination, Branch Banking, Branch Management, Mortgage Banking, Commercial Banking, Sales, Credit Analysis, Retail Banking, Portfolio Management, Leadership, Refinance, Risk Management, Anti Money Laundering, Operational Risk..., Financial Crimes..., Brokerage, USA PATRIOT Act, International Banking..., Bank Secrecy Act, International Business, International Relations, International Compliance, Internal Controls, Financial Services, Relationship Management
Education
California State University-Northridge
B.S., Management and Economics
Chelsea Woods Chelsea Woods's Wells Fargo Advisors Experience October 2013 - Present
Job Client Associate at Wells Fargo Advisors
Industry Hospital & Health Care
Experience
Wells Fargo Advisors October 2013 - Present
Tufts Medical Center May 2013 - October 2013
Robert Half International on Assignment with Pfizer Inc. December 2011 - March 2013
Robert Half International on Assignment with Pfizer Inc. September 2011 - May 2012
Lincoln Waste Solutions, LLC January 2011 - November 2011
Skills
Accounting, Microsoft Excel, Microsoft Office, Access, Microsoft Word, QuickBooks, Strategic Planning, Customer Service, PowerPoint, Account Management, Management, Cross-functional Team..., Team Building, Negotiation, Business Objects, Ariba, SharePoint, Computron, Pegasus, Oracle E-Business Suite, Cognos, Forecasting, Analysis
Education
Central Connecticut State University 2007 — 2011
Bachelor of Science (BS), Accounting
Wells Fargo Advisors October 2013 - Present
Tufts Medical Center May 2013 - October 2013
Robert Half International on Assignment with Pfizer Inc. December 2011 - March 2013
Robert Half International on Assignment with Pfizer Inc. September 2011 - May 2012
Lincoln Waste Solutions, LLC January 2011 - November 2011
Skills
Accounting, Microsoft Excel, Microsoft Office, Access, Microsoft Word, QuickBooks, Strategic Planning, Customer Service, PowerPoint, Account Management, Management, Cross-functional Team..., Team Building, Negotiation, Business Objects, Ariba, SharePoint, Computron, Pegasus, Oracle E-Business Suite, Cognos, Forecasting, Analysis
Education
Central Connecticut State University 2007 — 2011
Bachelor of Science (BS), Accounting
Robert Evely Robert Evely's Wells Fargo Advisors Experience April 2010 - Present
Job Senior Financial Advisor Specializing in 401(k) and Business Consulting
Industry Financial Services
Experience
Wells Fargo Advisors April 2010 - Present
Morgan Stanley August 2007 - April 2010
Edward Jones August 2004 - January 2007
US Army February 1982 - February 1994
Skills
Financial Services, Financial Advisory, Analysis, Wealth Management, Finance, Series 63, Series 7, Series 10, Series 65, Series 66, 401k, Defined Benefit, Defined Contribution, Deferred Compensation, Life Insurance, Long Term Care Insurance, Buy-sell Agreements
Education
Central Michigan University 1991 — 1993
Masters of Science - Administration
Western Illinois University 1983 — 1986
Bachelor of Business - Operations Management
Wells Fargo Advisors April 2010 - Present
Morgan Stanley August 2007 - April 2010
Edward Jones August 2004 - January 2007
US Army February 1982 - February 1994
Skills
Financial Services, Financial Advisory, Analysis, Wealth Management, Finance, Series 63, Series 7, Series 10, Series 65, Series 66, 401k, Defined Benefit, Defined Contribution, Deferred Compensation, Life Insurance, Long Term Care Insurance, Buy-sell Agreements
Education
Central Michigan University 1991 — 1993
Masters of Science - Administration
Western Illinois University 1983 — 1986
Bachelor of Business - Operations Management
WILLIAM BARANOVICH WILLIAM BARANOVICH's Wells Fargo Advisors Experience October 2013 - December 2013
Job Available for Business Analyst position in Midwest
Industry Information Technology and Services
Experience
West Bend Mutual Insurance October 2014 - November 2014
Charter Communications February 2014 - April 2014
Wells Fargo Advisors October 2013 - December 2013
State Farm December 2012 - May 2013
Caterpillar Inc. September 2012 - November 2012
SC2 Services, Inc. February 2011 - August 2012
Afni April 2007 - January 2011
Dollar Tree Stores June 2006 - April 2007
State Farm October 2005 - May 2006
Caterpillar Inc. December 2004 - September 2005
Education
Capella University
Master of Science (MS), Project Management
Penn State University 1986 — 1990
Bachelor of Arts (B.A.), English
West Bend Mutual Insurance October 2014 - November 2014
Charter Communications February 2014 - April 2014
Wells Fargo Advisors October 2013 - December 2013
State Farm December 2012 - May 2013
Caterpillar Inc. September 2012 - November 2012
SC2 Services, Inc. February 2011 - August 2012
Afni April 2007 - January 2011
Dollar Tree Stores June 2006 - April 2007
State Farm October 2005 - May 2006
Caterpillar Inc. December 2004 - September 2005
Education
Capella University
Master of Science (MS), Project Management
Penn State University 1986 — 1990
Bachelor of Arts (B.A.), English
Maggie Ovitt Maggie Ovitt's Wells Fargo Advisors Experience 2007 - 2011
Job Loan Processor
Industry Public Relations and Communications
Experience
PHH Mortgage March 2013 - Present
Pier 1 Imports 2012 - 2013
Wells Fargo Advisors 2007 - 2011
Skills
Microsoft Office, Customer Service, Microsoft Excel, Sales, PowerPoint
Education
The Buffalo Seminary 2002 — 2006
High School
Canisius College
BA, Communication Studies and Business
PHH Mortgage March 2013 - Present
Pier 1 Imports 2012 - 2013
Wells Fargo Advisors 2007 - 2011
Skills
Microsoft Office, Customer Service, Microsoft Excel, Sales, PowerPoint
Education
The Buffalo Seminary 2002 — 2006
High School
Canisius College
BA, Communication Studies and Business
Brent Lahti Brent Lahti's Wells Fargo Advisors Experience November 2014 - Present
Job Licensed Personal Banker 2
Industry Banking
Experience
Wells Fargo Advisors November 2014 - Present
Wells Fargo April 2014 - November 2014
Wells Fargo July 2013 - April 2014
Wells Fargo September 2012 - July 2013
Wells Fargo October 2011 - September 2012
New South Auto Repair & Fleet August 2008 - August 2011
Skills
Highly motivated..., Positive Can-do Attitude, Sales Motivation, Networking, Automotive, Retail Banking, Accounts Payable, Accounts Receivable, Automotive Loan..., Service Management, Customer Service, Banking, Loans, Customer Satisfaction, Customer Retention, Relationship Management, Account Management, Time Management, Finance, Sales, Retail, Process Improvement, Selling, Leadership, Credit, Forecasting, Mortgage Lending, Outlook, Credit Analysis, Team Building, Profit, Management, Sales Operations, Customer Acquisition, Microsoft Excel, Financial Analysis, Sales Process, Inventory Management, Account Reconciliation, Training, Team Leadership, Cold Calling, New Business Development, Small Business, Insurance, Marketing, Pricing, Teamwork, CRM
Education
Central Piedmont Community College 2004 — 2006
None, Automotive Technology
Wells Fargo Advisors November 2014 - Present
Wells Fargo April 2014 - November 2014
Wells Fargo July 2013 - April 2014
Wells Fargo September 2012 - July 2013
Wells Fargo October 2011 - September 2012
New South Auto Repair & Fleet August 2008 - August 2011
Skills
Highly motivated..., Positive Can-do Attitude, Sales Motivation, Networking, Automotive, Retail Banking, Accounts Payable, Accounts Receivable, Automotive Loan..., Service Management, Customer Service, Banking, Loans, Customer Satisfaction, Customer Retention, Relationship Management, Account Management, Time Management, Finance, Sales, Retail, Process Improvement, Selling, Leadership, Credit, Forecasting, Mortgage Lending, Outlook, Credit Analysis, Team Building, Profit, Management, Sales Operations, Customer Acquisition, Microsoft Excel, Financial Analysis, Sales Process, Inventory Management, Account Reconciliation, Training, Team Leadership, Cold Calling, New Business Development, Small Business, Insurance, Marketing, Pricing, Teamwork, CRM
Education
Central Piedmont Community College 2004 — 2006
None, Automotive Technology
Jair D. Hernandez Jair D. Hernandez's Wells Fargo Advisors Experience April 2012 - July 2013
Job Associate Portfolio Manager at Wells Fargo
Industry Investment Management
Experience
Wells Fargo June 2014 - Present
Wells Fargo Asset Management July 2013 - June 2014
Wells Fargo Advisors April 2012 - July 2013
Wells Fargo Advisors July 2011 - April 2012
Skills
MS Office Suite, SQL, Visual Basic, C++, Java, Bloomberg, Fixed Income, Portfolio Management, Financial Modeling, Financial Analysis, Microsoft Office, Securities, Finance, Trading, Equities, Valuation, Investment Management, Investments, Asset Management, Leadership, Management, Strategy
Education
California State University-Northridge 2009 — 2011
Bachelor of Science, Finance, Economics Minor
Wells Fargo June 2014 - Present
Wells Fargo Asset Management July 2013 - June 2014
Wells Fargo Advisors April 2012 - July 2013
Wells Fargo Advisors July 2011 - April 2012
Skills
MS Office Suite, SQL, Visual Basic, C++, Java, Bloomberg, Fixed Income, Portfolio Management, Financial Modeling, Financial Analysis, Microsoft Office, Securities, Finance, Trading, Equities, Valuation, Investment Management, Investments, Asset Management, Leadership, Management, Strategy
Education
California State University-Northridge 2009 — 2011
Bachelor of Science, Finance, Economics Minor
CJ Morgan's Wells Fargo Advisors Experience December 2008 - April 2009
Job Financial Advisor
Industry Financial Services
Experience
Stifel Nicolaus April 2009 - Present
Wells Fargo Advisors December 2008 - April 2009
Wachovia Securities Financial Network May 2008 - December 2008
A.G. Edwards & Sons, Inc. January 2006 - May 2008
Skills
401k, Analysis, Asset Allocation, Financial Advisory
Education
Carroll College 2000 — 2005
Mathematics
Stifel Nicolaus April 2009 - Present
Wells Fargo Advisors December 2008 - April 2009
Wachovia Securities Financial Network May 2008 - December 2008
A.G. Edwards & Sons, Inc. January 2006 - May 2008
Skills
401k, Analysis, Asset Allocation, Financial Advisory
Education
Carroll College 2000 — 2005
Mathematics
Kim Nash-Walker, MBA Kim Nash-Walker, MBA's Wells Fargo Advisors Experience July 2012 - April 2013
Job Registered Support Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2015 - Present
Elite Human Capital Group May 2015 - August 2015
Emerson Climate Technologies February 2015 - April 2015
GMR Marketing August 2014 - November 2014
Robert W. Baird & Co. April 2013 - July 2014
Wells Fargo Advisors July 2012 - April 2013
FIS April 2007 - October 2011
University of Wisconsin 2003 - 2006
William Blair & Company 1998 - 2002
Mack & Associates, LTD 1996 - 1997
Skills
Training, Reporting & Analysis, PowerPoint, Leadership, Negotiation, Coaching, Time Management, Talent Acquisition, Marketing, Product Management, Risk Management, Analysis, Project Management, Sales, Accounts Payable, Business Analysis, Account Management, Management, Service Level Agreements, Product Marketing, Organizational..., Access, Outlook, Microsoft Excel, Troubleshooting, Investments, Payment Card Processing, Oracle, Financial Statements, Strategic Planning, SharePoint, Lotus Notes, Team Building, Microsoft Word, Invoicing, Customer Service, Teamwork, Software Documentation, CRM, Microsoft Office, Process Improvement, Recruiting, Banking, Disaster Recovery, Strategic Financial..., Financial Services, Finance, Employee Benefits
Education
Cardinal Stritch University 2009 — 2011
Master of Business Administration (M.B.A.), Business and Management, 3.78 out of 4.0
University of Wisconsin-Whitewater 2003 — 2006
Bachelor, Education, 3.63 out of 4.0
Gateway Technical College 1991 — 1993
Associates, Marketing, 2.68 out of 3.0
Elkhorn Area High School 1980 — 1984
College Bound, Education
Ameriprise Financial Services, Inc. August 2015 - Present
Elite Human Capital Group May 2015 - August 2015
Emerson Climate Technologies February 2015 - April 2015
GMR Marketing August 2014 - November 2014
Robert W. Baird & Co. April 2013 - July 2014
Wells Fargo Advisors July 2012 - April 2013
FIS April 2007 - October 2011
University of Wisconsin 2003 - 2006
William Blair & Company 1998 - 2002
Mack & Associates, LTD 1996 - 1997
Skills
Training, Reporting & Analysis, PowerPoint, Leadership, Negotiation, Coaching, Time Management, Talent Acquisition, Marketing, Product Management, Risk Management, Analysis, Project Management, Sales, Accounts Payable, Business Analysis, Account Management, Management, Service Level Agreements, Product Marketing, Organizational..., Access, Outlook, Microsoft Excel, Troubleshooting, Investments, Payment Card Processing, Oracle, Financial Statements, Strategic Planning, SharePoint, Lotus Notes, Team Building, Microsoft Word, Invoicing, Customer Service, Teamwork, Software Documentation, CRM, Microsoft Office, Process Improvement, Recruiting, Banking, Disaster Recovery, Strategic Financial..., Financial Services, Finance, Employee Benefits
Education
Cardinal Stritch University 2009 — 2011
Master of Business Administration (M.B.A.), Business and Management, 3.78 out of 4.0
University of Wisconsin-Whitewater 2003 — 2006
Bachelor, Education, 3.63 out of 4.0
Gateway Technical College 1991 — 1993
Associates, Marketing, 2.68 out of 3.0
Elkhorn Area High School 1980 — 1984
College Bound, Education
Deborah Bond, CSTE Deborah Bond, CSTE's Wells Fargo Advisors Experience June 2014 - Present
Job Systems Quality Analyst 5 at Wells Fargo Advisors
Industry Computer Software
Experience
Wells Fargo Advisors June 2014 - Present
Wells Fargo- Technology Operations Group January 2014 - June 2014
SCOR November 2012 - December 2013
Wells Fargo Home Mortgage April 2011 - October 2012
TIAA-CREF January 2011 - April 2011
Wells Fargo Advisors, LLC September 2009 - October 2010
Wachovia Bank, NA July 2006 - October 2010
Wachovia March 2003 - May 2009
Wachovia, A Wells Fargo Company March 2003 - May 2009
Wachovia Bank March 2006 - December 2006
Skills
Project Management, Management, Business Requirements, Requirements Analysis, SDLC, Test Planning, Quality Center, Requirements Gathering, Business Analysis, Banking, Quality Assurance, Testing, Visio, System Testing, User Acceptance Testing, Leadership, Written & Oral..., Defect Tracking, Waterfall, SharePoint, Perl, Software Project..., Systems Analysis, Software Documentation, Test Management, Software Quality..., Regression Testing, Test Cases, Business Process..., Vendor Management, Agile Methodologies, Integration, PMO, Agile Project Management, Data Warehousing, PMP, Business Process, DB2, SQL, Resource Management, Oracle, Process Improvement, HP Quality Center
Education
Shaw University 1996 — 1998
BS, Business Management and Computer Science
Central Piedmont Community College 1982 — 1984
AS, Computer Science
Lexington Technical College 1971 — 1972
Diploma graduate, Nursing Science, 4.0
Western Kentucky University
Music Theory and Composition
Wells Fargo Advisors June 2014 - Present
Wells Fargo- Technology Operations Group January 2014 - June 2014
SCOR November 2012 - December 2013
Wells Fargo Home Mortgage April 2011 - October 2012
TIAA-CREF January 2011 - April 2011
Wells Fargo Advisors, LLC September 2009 - October 2010
Wachovia Bank, NA July 2006 - October 2010
Wachovia March 2003 - May 2009
Wachovia, A Wells Fargo Company March 2003 - May 2009
Wachovia Bank March 2006 - December 2006
Skills
Project Management, Management, Business Requirements, Requirements Analysis, SDLC, Test Planning, Quality Center, Requirements Gathering, Business Analysis, Banking, Quality Assurance, Testing, Visio, System Testing, User Acceptance Testing, Leadership, Written & Oral..., Defect Tracking, Waterfall, SharePoint, Perl, Software Project..., Systems Analysis, Software Documentation, Test Management, Software Quality..., Regression Testing, Test Cases, Business Process..., Vendor Management, Agile Methodologies, Integration, PMO, Agile Project Management, Data Warehousing, PMP, Business Process, DB2, SQL, Resource Management, Oracle, Process Improvement, HP Quality Center
Education
Shaw University 1996 — 1998
BS, Business Management and Computer Science
Central Piedmont Community College 1982 — 1984
AS, Computer Science
Lexington Technical College 1971 — 1972
Diploma graduate, Nursing Science, 4.0
Western Kentucky University
Music Theory and Composition
Jerry Hosein Jerry Hosein's Wells Fargo Advisors Experience April 2014 - Present
Job Personal Banker 2 Registered at Wells Fargo
Industry Retail
Experience
Wells Fargo Advisors April 2014 - Present
Wells Fargo September 2012 - April 2014
OHL September 2011 - November 2011
Skills
Microsoft Office, R, SPSS, Microsoft Excel, Customer Service, PowerPoint, Data Entry, Sales, Microsoft Word, Retail, Time Management, Outlook, Data Analysis, Access, Banking, Market Research, Management, Software Documentation
Education
Rutgers University – Camden 2010 — 2012
B.A., Economics, 3.9
Camden County College 2007 — 2010
A.A., General Education, 3.8
Collingswood 2003 — 2007
Wells Fargo Advisors April 2014 - Present
Wells Fargo September 2012 - April 2014
OHL September 2011 - November 2011
Skills
Microsoft Office, R, SPSS, Microsoft Excel, Customer Service, PowerPoint, Data Entry, Sales, Microsoft Word, Retail, Time Management, Outlook, Data Analysis, Access, Banking, Market Research, Management, Software Documentation
Education
Rutgers University – Camden 2010 — 2012
B.A., Economics, 3.9
Camden County College 2007 — 2010
A.A., General Education, 3.8
Collingswood 2003 — 2007
Stephen Kelbick Stephen Kelbick's Wells Fargo Advisors Experience August 2013 - Present
Job Financial Advisor, Vice President Investments at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors August 2013 - Present
Smith Barney > Morgan Stanley January 1992 - August 2013
Prudential Bache Securities November 1986 - February 1991
John Blair & Co. September 1984 - November 1986
KYW-TV August 1981 - September 1984
WCAU-AM 1210 Philadelphia 1978 - 1981
Skills
Retirement Planning, Investments, 401k, Mutual Funds, Small Business, Asset Allocation, Retirement, Financial Advisory, Securities, Insurance
Education
College for Financial Planning 2006 — 2006
Chartered Retirement Plan Specialist
College for Financial Planning 1991 — 1992
Certified Financial Planner
Temple University 1977 — 1984
M.A., Management
Case Western Reserve University 1970 — 1974
B.A. / B.A., Communications / Accounting
Wells Fargo Advisors August 2013 - Present
Smith Barney > Morgan Stanley January 1992 - August 2013
Prudential Bache Securities November 1986 - February 1991
John Blair & Co. September 1984 - November 1986
KYW-TV August 1981 - September 1984
WCAU-AM 1210 Philadelphia 1978 - 1981
Skills
Retirement Planning, Investments, 401k, Mutual Funds, Small Business, Asset Allocation, Retirement, Financial Advisory, Securities, Insurance
Education
College for Financial Planning 2006 — 2006
Chartered Retirement Plan Specialist
College for Financial Planning 1991 — 1992
Certified Financial Planner
Temple University 1977 — 1984
M.A., Management
Case Western Reserve University 1970 — 1974
B.A. / B.A., Communications / Accounting
Jalissa Johnson Jalissa Johnson's Wells Fargo Advisors Experience 2011 - 2011
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo Advisors 2011 - 2011
Education
Campbell University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Wells Fargo Advisors 2011 - 2011
Education
Campbell University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Alan Tores CERTIFIED FINANCIAL PLANNER® Alan Tores CERTIFIED FINANCIAL PLANNER®'s Wells Fargo Advisors Experience July 2001 - July 2011
Job First Vice President Wealth Management at UBS
Industry Financial Services
Experience
UBS Financial Svc Inc July 2011 - Present
Wells Fargo Advisors July 2001 - July 2011
Morgan Stanley January 1996 - July 2001
Morgan Stanley January 1996 - July 2001
Education
CSUN
Bachelor of Arts (BA)
UBS Financial Svc Inc July 2011 - Present
Wells Fargo Advisors July 2001 - July 2011
Morgan Stanley January 1996 - July 2001
Morgan Stanley January 1996 - July 2001
Education
CSUN
Bachelor of Arts (BA)
Michael Loebelson's Wells Fargo Advisors Experience November 2010 - June 2011
Job Founder, Director of Marketing at PD/M Group
Industry Internet
Experience
PD/M Group May 2014 - Present
Merkle July 2013 - April 2014
iCrossing December 2011 - May 2013
Rodeo Bar May 2011 - December 2011
Wells Fargo Advisors November 2010 - June 2011
Skills
Creative Problem Solving, Report Writing, Highly Adaptable, Social Media, Market Research, Analysis, Analytics, Online Marketing, Online Advertising, Advertising, Digital Media, Adaptation, Marketing, New Media, Friendly Personality, Public Relations, Press Releases
Education
Case Western Reserve University 2006 — 2010
BA, Economics, Psychology
University of Cape Town 2008 — 2009
Greenwich High School 2002 — 2006
PD/M Group May 2014 - Present
Merkle July 2013 - April 2014
iCrossing December 2011 - May 2013
Rodeo Bar May 2011 - December 2011
Wells Fargo Advisors November 2010 - June 2011
Skills
Creative Problem Solving, Report Writing, Highly Adaptable, Social Media, Market Research, Analysis, Analytics, Online Marketing, Online Advertising, Advertising, Digital Media, Adaptation, Marketing, New Media, Friendly Personality, Public Relations, Press Releases
Education
Case Western Reserve University 2006 — 2010
BA, Economics, Psychology
University of Cape Town 2008 — 2009
Greenwich High School 2002 — 2006
Paul Mazziotti, AIF® Paul Mazziotti, AIF®'s Wells Fargo Advisors Experience August 1991 - Present
Job Senior Financial Advisor, Managing Director Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors August 1991 - Present
Skills
Investments, Retirement Planning, Finance, Financial Advisory, Defined Benefit, Wealth, Financial Services, Management
Education
Central Michigan University
BSBA
Nova Southeastern University
MBA
Wells Fargo Advisors August 1991 - Present
Skills
Investments, Retirement Planning, Finance, Financial Advisory, Defined Benefit, Wealth, Financial Services, Management
Education
Central Michigan University
BSBA
Nova Southeastern University
MBA
Merry Lyn Bagwell's Wells Fargo Advisors Experience September 1998 - Present
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors September 1998 - Present
Keebler Company June 1976 - March 1998
Skills
Wealth, Wealth Preservation..., Due Diligence, Retirement Planning, 401k Rollovers, Retirement Savings, Deferred Compensation..., Retirement Plan..., Risk Management, Asset Allocation, Tax Efficient Strategies
Education
Capital University 1972 — 1976
Bachelor's Degree, English / Speech
Wells Fargo Advisors September 1998 - Present
Keebler Company June 1976 - March 1998
Skills
Wealth, Wealth Preservation..., Due Diligence, Retirement Planning, 401k Rollovers, Retirement Savings, Deferred Compensation..., Retirement Plan..., Risk Management, Asset Allocation, Tax Efficient Strategies
Education
Capital University 1972 — 1976
Bachelor's Degree, English / Speech
Pamela Montesdeoca Pamela Montesdeoca's Wells Fargo Advisors Experience July 2009 - July 2010
Job Technology Project Manager at Carolinas Healthcare System
Industry Utilities
Experience
Carolinas Healthcare System May 2011 - Present
Wells Fargo November 2010 - February 2011
Wells Fargo Advisors July 2009 - July 2010
Time Warner Cable April 2009 - June 2009
Duke Energy Corporation September 2008 - March 2009
Wachovia Corporation October 2007 - September 2008
HSBC - Decision One Mortgage September 2005 - October 2007
HSBC - Decision One Mortgage May 2005 - September 2005
Time Warner Cable October 2002 - May 2005
Skills
SharePoint, Lotus Notes, Documentation, Outlook, Microsoft Office, Visio, MS Project, Project Management, Business Process, Management, Quality Center, Vendor Management, Information Technology, PowerPoint, Windows, Training, Software Documentation, Requirements Gathering, Project Planning, Leadership, Testing, Microsoft Project
Education
Western Carolina University 2009 — 2011
Masters, Project Management
Central Piedmont Community College
University of Phoenix
Bachelors of Science, Information Technology
Carolinas Healthcare System May 2011 - Present
Wells Fargo November 2010 - February 2011
Wells Fargo Advisors July 2009 - July 2010
Time Warner Cable April 2009 - June 2009
Duke Energy Corporation September 2008 - March 2009
Wachovia Corporation October 2007 - September 2008
HSBC - Decision One Mortgage September 2005 - October 2007
HSBC - Decision One Mortgage May 2005 - September 2005
Time Warner Cable October 2002 - May 2005
Skills
SharePoint, Lotus Notes, Documentation, Outlook, Microsoft Office, Visio, MS Project, Project Management, Business Process, Management, Quality Center, Vendor Management, Information Technology, PowerPoint, Windows, Training, Software Documentation, Requirements Gathering, Project Planning, Leadership, Testing, Microsoft Project
Education
Western Carolina University 2009 — 2011
Masters, Project Management
Central Piedmont Community College
University of Phoenix
Bachelors of Science, Information Technology
Tony Battaglia Tony Battaglia's Wells Fargo Advisors Experience May 2010 - March 2011
Job Executive Director at J.P. Morgan Securities, LLC
Industry Financial Services
Experience
J.P. Morgan November 2013 - Present
Crowell, Weedon & Co. March 2011 - November 2013
Wells Fargo Advisors May 2010 - March 2011
Morgan Stanley Smith Barney September 1999 - May 2010
Education
California State University-Northridge 1985 — 1989
BS - Business Administration, Finance
J.P. Morgan November 2013 - Present
Crowell, Weedon & Co. March 2011 - November 2013
Wells Fargo Advisors May 2010 - March 2011
Morgan Stanley Smith Barney September 1999 - May 2010
Education
California State University-Northridge 1985 — 1989
BS - Business Administration, Finance
Jahaira Zorilla Jahaira Zorilla's Wells Fargo Advisors Experience January 2010 - Present
Job Personal Banker/Brokerage Associate at Wells Fargo
Industry Banking
Experience
Wells Fargo Advisors January 2010 - Present
Baltimore HealthCare Access Inc June 2008 - July 2009
NFM Lending (formerly NFM, Inc.) March 2004 - June 2008
Skills
Fluent in Spanish, Banking, Finance
Education
Capella University
Bachelor of Business Administration (BBA), Finance, General
Wells Fargo Advisors January 2010 - Present
Baltimore HealthCare Access Inc June 2008 - July 2009
NFM Lending (formerly NFM, Inc.) March 2004 - June 2008
Skills
Fluent in Spanish, Banking, Finance
Education
Capella University
Bachelor of Business Administration (BBA), Finance, General
Brian Gage Brian Gage's Wells Fargo Advisors Experience August 2012 - March 2013
Job Assurance Staff at EY
Industry Accounting
Experience
EY August 2015 - Present
University of California, Davis Graduate School of Management August 2014 - June 2015
Pathway Strategic Advisors March 2013 - November 2013
Wells Fargo Advisors August 2012 - March 2013
Bisco Industries August 2010 - August 2012
Skills
Needs Analysis, Customer Facing Roles, Presentations
Education
University of California, Davis 2014 — 2015
Master of Professional Accounting
University of Phoenix 2010 — 2012
Master of Business Administration (M.B.A.)
California State University-Sacramento 2006 — 2009
Bachelor's Degree, Business Administration and Management
EY August 2015 - Present
University of California, Davis Graduate School of Management August 2014 - June 2015
Pathway Strategic Advisors March 2013 - November 2013
Wells Fargo Advisors August 2012 - March 2013
Bisco Industries August 2010 - August 2012
Skills
Needs Analysis, Customer Facing Roles, Presentations
Education
University of California, Davis 2014 — 2015
Master of Professional Accounting
University of Phoenix 2010 — 2012
Master of Business Administration (M.B.A.)
California State University-Sacramento 2006 — 2009
Bachelor's Degree, Business Administration and Management
Shauna Stroud's Wells Fargo Advisors Experience 2007 - 2013
Job Business Control Specialist at Company Confidential
Industry Financial Services
Experience
Company Confidential August 2014 - Present
MetLife December 2013 - July 2014
Leisure Travel Enterprises 2013 - 2013
Wells Fargo Advisors 2007 - 2013
Wells Fargo Home Mortgage 2006 - 2007
Sprint 1999 - 2005
Skills
Customer Service, Call Centers, Team Leadership, Customer Satisfaction, Microsoft Excel, Microsoft Office, Account Management, Event Planning, Leadership, Process Improvement, Budgets, Marketing, Business Travel, Outlook, Team Building, Management, Travel Management, Travel Planning, Salesforce.com, Operations Management, Negotiation, Sales Management, Training, Coaching, Sales, Recruiting, New Business Development, Strategic Planning, Microsoft Word
Education
Capella University 2007 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration, 3.47/4
Central Piedmont Community College 1991 — 1993
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Winthrop University 1982 — 1986
Bachelor's degree, Business Administration and Management, General
Company Confidential August 2014 - Present
MetLife December 2013 - July 2014
Leisure Travel Enterprises 2013 - 2013
Wells Fargo Advisors 2007 - 2013
Wells Fargo Home Mortgage 2006 - 2007
Sprint 1999 - 2005
Skills
Customer Service, Call Centers, Team Leadership, Customer Satisfaction, Microsoft Excel, Microsoft Office, Account Management, Event Planning, Leadership, Process Improvement, Budgets, Marketing, Business Travel, Outlook, Team Building, Management, Travel Management, Travel Planning, Salesforce.com, Operations Management, Negotiation, Sales Management, Training, Coaching, Sales, Recruiting, New Business Development, Strategic Planning, Microsoft Word
Education
Capella University 2007 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration, 3.47/4
Central Piedmont Community College 1991 — 1993
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Winthrop University 1982 — 1986
Bachelor's degree, Business Administration and Management, General
Juliette Castelli's Wells Fargo Advisors Experience August 2013 - October 2014
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company October 2014 - Present
Wells Fargo Advisors August 2013 - October 2014
Union Bank January 2013 - May 2013
Citi August 2011 - January 2013
Wells Fargo July 2010 - February 2011
Skills
Retirement Planning, Fixed Income, 401k Rollovers, Fixed Annuities, Charitable Gift Planning, Asset Protection, Buy-sell Agreements, Education Funding, Estate Planning, Gifting Strategies, IRAs, Long Term Care Insurance, Key Person Insurance, Life & Health Insurance..., Retail Banking, Banking, Management, Customer Service, Loans, Microsoft Office, Long-Term Care Insurance, Bloomberg
Education
San Francisco State University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General, 3.1
Cañada College 2008 — 2009
N/A, Business Administration and Management, General
New York Life Insurance Company October 2014 - Present
Wells Fargo Advisors August 2013 - October 2014
Union Bank January 2013 - May 2013
Citi August 2011 - January 2013
Wells Fargo July 2010 - February 2011
Skills
Retirement Planning, Fixed Income, 401k Rollovers, Fixed Annuities, Charitable Gift Planning, Asset Protection, Buy-sell Agreements, Education Funding, Estate Planning, Gifting Strategies, IRAs, Long Term Care Insurance, Key Person Insurance, Life & Health Insurance..., Retail Banking, Banking, Management, Customer Service, Loans, Microsoft Office, Long-Term Care Insurance, Bloomberg
Education
San Francisco State University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General, 3.1
Cañada College 2008 — 2009
N/A, Business Administration and Management, General
Erika Baron Erika Baron's Wells Fargo Advisors Experience May 2009 - Present
Job CSUN Reasearch Assistant
Industry Mental Health Care
Experience
CSUN Research Assisstant August 2014 - Present
Wells Fargo Advisors May 2009 - Present
Law office of Sylvia Bombalier January 2008 - April 2008
Skills
Data Entry, Administration, Filing, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Teamwork, Operations Management, mental, mental heal, child, psycholo, counseling, counsel, academ, behavioral, Psychology, Telephone Skills, Research, Event Planning, Public Speaking, Community Outreach
Education
California State University-Northridge 2009 — 2015
Bachelor's Degree, Psychology
South Gate Senior High 2003 — 2007
High School, General
CSUN Research Assisstant August 2014 - Present
Wells Fargo Advisors May 2009 - Present
Law office of Sylvia Bombalier January 2008 - April 2008
Skills
Data Entry, Administration, Filing, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Teamwork, Operations Management, mental, mental heal, child, psycholo, counseling, counsel, academ, behavioral, Psychology, Telephone Skills, Research, Event Planning, Public Speaking, Community Outreach
Education
California State University-Northridge 2009 — 2015
Bachelor's Degree, Psychology
South Gate Senior High 2003 — 2007
High School, General
Baktash Rashidi's Wells Fargo Advisors Experience September 2014 - Present
Job Private Banker
Industry Banking
Experience
Wells Fargo Advisors September 2014 - Present
Wells Fargo February 2012 - September 2014
Wells Fargo August 2011 - February 2012
Wells Fargo Bank May 2010 - July 2011
Wells Fargo Bank April 2008 - April 2010
Wells Fargo Bank March 2006 - March 2008
Stein Mart 2002 - 2005
Skills
Banking, Credit, Loans, Leadership, Portfolio Management, Management, Retail Banking, Sales, Sales Management, Training, Finance, Financial Services, Risk Management, Commercial Banking, Customer Satisfaction, Call Centers, Consumer Lending, Commercial Lending, Small Business Lending, Auditing, Mortgage Lending, Asset Management, FINRA Series 6 Licensed, State Series 63 Lincesed, California Life..., Analysis, Cross Selling, Relationship Management, Investments
Education
California State University-Northridge 2007 — 2011
Business
Los Angeles Pierce College 2004 — 2007
Business Management
Los Angeles Valley College 2004 — 2007
Business Finance
Wells Fargo Advisors September 2014 - Present
Wells Fargo February 2012 - September 2014
Wells Fargo August 2011 - February 2012
Wells Fargo Bank May 2010 - July 2011
Wells Fargo Bank April 2008 - April 2010
Wells Fargo Bank March 2006 - March 2008
Stein Mart 2002 - 2005
Skills
Banking, Credit, Loans, Leadership, Portfolio Management, Management, Retail Banking, Sales, Sales Management, Training, Finance, Financial Services, Risk Management, Commercial Banking, Customer Satisfaction, Call Centers, Consumer Lending, Commercial Lending, Small Business Lending, Auditing, Mortgage Lending, Asset Management, FINRA Series 6 Licensed, State Series 63 Lincesed, California Life..., Analysis, Cross Selling, Relationship Management, Investments
Education
California State University-Northridge 2007 — 2011
Business
Los Angeles Pierce College 2004 — 2007
Business Management
Los Angeles Valley College 2004 — 2007
Business Finance
Michael Eppler Michael Eppler's Wells Fargo Advisors Experience April 2012 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors April 2012 - Present
Skills
Investments, Financial Risk, Finance, Retirement Planning, College Education..., Investment Strategies, Asset Allocation, High Net Worth..., Retirement, IRAs, Mutual Funds, Financial Analysis, Bonds, ETFs, Variable Annuities, Fixed Annuities, 401k Rollovers, 529 Plans, Wealth Accumulation, Roth IRA
Education
Central Michigan University
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
Wells Fargo Advisors April 2012 - Present
Skills
Investments, Financial Risk, Finance, Retirement Planning, College Education..., Investment Strategies, Asset Allocation, High Net Worth..., Retirement, IRAs, Mutual Funds, Financial Analysis, Bonds, ETFs, Variable Annuities, Fixed Annuities, 401k Rollovers, 529 Plans, Wealth Accumulation, Roth IRA
Education
Central Michigan University
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
Dan Hoormann Dan Hoormann's Wells Fargo Advisors Experience November 2012 - January 2015
Job Vice President, Product Manager
Industry Financial Services
Experience
Wells Fargo January 2015 - Present
Wells Fargo Advisors November 2012 - January 2015
Wells Fargo Advisors March 2010 - November 2012
Wells Fargo Advisors May 2007 - March 2010
Midland States Bank January 2006 - May 2007
Commerce Bank April 2004 - January 2006
Skills
Series 7, Series 66, Series 24, Finance, Securities, Investments, Investment Advisory, Financial Modeling, Risk Management, Credit Risk, Banking, Accounting, Credit, Commercial Banking, Loans, Customer Service, Mortgage Lending, Corporate Finance, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint
Education
Lindenwood University 2005 — 2007
MBA, Business
Central Methodist University-College of Liberal Arts & Sciences 2001 — 2003
Bachelor's Degree, Finance
Wells Fargo January 2015 - Present
Wells Fargo Advisors November 2012 - January 2015
Wells Fargo Advisors March 2010 - November 2012
Wells Fargo Advisors May 2007 - March 2010
Midland States Bank January 2006 - May 2007
Commerce Bank April 2004 - January 2006
Skills
Series 7, Series 66, Series 24, Finance, Securities, Investments, Investment Advisory, Financial Modeling, Risk Management, Credit Risk, Banking, Accounting, Credit, Commercial Banking, Loans, Customer Service, Mortgage Lending, Corporate Finance, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint
Education
Lindenwood University 2005 — 2007
MBA, Business
Central Methodist University-College of Liberal Arts & Sciences 2001 — 2003
Bachelor's Degree, Finance
Hardy Andrews Hardy Andrews's Wells Fargo Advisors Experience May 2008 - December 2010
Job Law Clerk at Hickman, Goza & Spragins, PLLC
Industry Legal Services
Experience
Hickman, Goza & Spragins, PLLC July 2014 - Present
Sterne Agee June 2011 - September 2012
Wells Fargo Advisors May 2008 - December 2010
Merrill Lynch June 2010 - August 2010
Skills
Retirement Planning, Wealth Management, Estate Planning, Legal Research, Microsoft Office
Education
University of Mississippi School of Law 2013 — 2016
Juris Doctor (J.D.), 3L
Campbell University 2009 — 2011
BBA, Trust and Wealth Management, Minor in Financial Planning
Hickman, Goza & Spragins, PLLC July 2014 - Present
Sterne Agee June 2011 - September 2012
Wells Fargo Advisors May 2008 - December 2010
Merrill Lynch June 2010 - August 2010
Skills
Retirement Planning, Wealth Management, Estate Planning, Legal Research, Microsoft Office
Education
University of Mississippi School of Law 2013 — 2016
Juris Doctor (J.D.), 3L
Campbell University 2009 — 2011
BBA, Trust and Wealth Management, Minor in Financial Planning
Margaret Wilkin's Wells Fargo Advisors Experience May 2009 - Present
Job Senior Financial Advisor at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors May 2009 - Present
Wachovia Secutities December 2007 - May 2009
CitiGroup Inc. Smith Barney December 2006 - December 2007
Skills
Financial Advisory, Investments, Finance, Wealth Management..., Insurance, Retirement Planning, Financial Planning, Retirement, Wealth Management, Portfolio Management
Education
California State University-Northridge 1986 — 1991
Bachelor’s Degree, Speech Communication with an emphasis in Business Administration
Wells Fargo Advisors May 2009 - Present
Wachovia Secutities December 2007 - May 2009
CitiGroup Inc. Smith Barney December 2006 - December 2007
Skills
Financial Advisory, Investments, Finance, Wealth Management..., Insurance, Retirement Planning, Financial Planning, Retirement, Wealth Management, Portfolio Management
Education
California State University-Northridge 1986 — 1991
Bachelor’s Degree, Speech Communication with an emphasis in Business Administration
Matt Merzoian Matt Merzoian's Wells Fargo Advisors Experience April 2007 - September 2012
Job Advisor
Industry Financial Services
Experience
Matt Merzoian Retirement Plan Advisory Services September 2012 - Present
Wells Fargo Advisors April 2007 - September 2012
Owner Founder, Pension Resource Associates, Inc. September 1998 - July 2007
LPL Finanical July 2004 - April 2007
John Hancock Financial Services August 1992 - September 2004
Education
Carroll College 1990 — 1992
Bachelor of Arts (B.A.), Business Administration and Management, General
Fresno City College 1986 — 1989
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Matt Merzoian Retirement Plan Advisory Services September 2012 - Present
Wells Fargo Advisors April 2007 - September 2012
Owner Founder, Pension Resource Associates, Inc. September 1998 - July 2007
LPL Finanical July 2004 - April 2007
John Hancock Financial Services August 1992 - September 2004
Education
Carroll College 1990 — 1992
Bachelor of Arts (B.A.), Business Administration and Management, General
Fresno City College 1986 — 1989
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Joseph Ingrando Joseph Ingrando's Wells Fargo Advisors Experience April 2013 - August 2013
Job Regional Sales Director TASC (Total Administrative Services Corporation)
Industry Financial Services
Experience
TASC (Total Administrative Services Corporation) August 2013 - Present
Wells Fargo Advisors April 2013 - August 2013
Paychex July 2006 - April 2013
Choice One OnLine, Inc. September 2005 - July 2006
DiVal Safety Equipment, Inc. September 2004 - August 2005
Ryan Homes/NVR, Inc. November 2002 - June 2004
Revelstoke Enterprises, Inc. (DBA) The Tap Room February 1999 - December 2001
Latenite House of Music, Inc. (DBA) Java Records (November 1997 – January 1999) November 1997 - January 1999
Skills
HR Consulting, Coaching, Fundraising, Public Speaking, Contract Negotiations, 401k Plan Design, Section 125 plan design, Sales Management, Public Relations, Recruiting, Business Development, Salesforce.com, 401k, Contract Negotiation, Cafeteria Plans, New Business Development, Team Building, Sales, Human Resources, Employee Benefits, Leadership, Training, Sales Operations, Business Planning, Asset Allocation, Risk Management, Financial Analysis, Sales Process, Account Management, Benefits Administration, Negotiation, Sales Presentations, Payroll, Time Management, Employee Relations, Performance Management, Onboarding, Cold Calling, Hiring, HRIS, Talent Acquisition, COBRA, Applicant Tracking..., Employee Training, Deferred Compensation, Workers Compensation, ERISA, Talent Management, Open Enrollment, FMLA
Education
Canisius College 1990 — 1995
Bachelor's Degree English/Communications, Sports Broadcasting
Canisius College Buffalo, NY 1990 — 1995
BA, English & Communications
Canisius High School 1986 — 1990
College Prep, English
TASC (Total Administrative Services Corporation) August 2013 - Present
Wells Fargo Advisors April 2013 - August 2013
Paychex July 2006 - April 2013
Choice One OnLine, Inc. September 2005 - July 2006
DiVal Safety Equipment, Inc. September 2004 - August 2005
Ryan Homes/NVR, Inc. November 2002 - June 2004
Revelstoke Enterprises, Inc. (DBA) The Tap Room February 1999 - December 2001
Latenite House of Music, Inc. (DBA) Java Records (November 1997 – January 1999) November 1997 - January 1999
Skills
HR Consulting, Coaching, Fundraising, Public Speaking, Contract Negotiations, 401k Plan Design, Section 125 plan design, Sales Management, Public Relations, Recruiting, Business Development, Salesforce.com, 401k, Contract Negotiation, Cafeteria Plans, New Business Development, Team Building, Sales, Human Resources, Employee Benefits, Leadership, Training, Sales Operations, Business Planning, Asset Allocation, Risk Management, Financial Analysis, Sales Process, Account Management, Benefits Administration, Negotiation, Sales Presentations, Payroll, Time Management, Employee Relations, Performance Management, Onboarding, Cold Calling, Hiring, HRIS, Talent Acquisition, COBRA, Applicant Tracking..., Employee Training, Deferred Compensation, Workers Compensation, ERISA, Talent Management, Open Enrollment, FMLA
Education
Canisius College 1990 — 1995
Bachelor's Degree English/Communications, Sports Broadcasting
Canisius College Buffalo, NY 1990 — 1995
BA, English & Communications
Canisius High School 1986 — 1990
College Prep, English
Clay Brandt Clay Brandt's Wells Fargo Advisors Experience January 1994 - Present
Job Vice President Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 1994 - Present
IDS Financial Services 1990 - 1994
Kettle Moraine High School 1990 - 1993
Virginia Intermont College 1987 - 1990
Cardinal Stritch College 1983 - 1987
Education
United States Sports Academy
Master’s Degree, Sports Administration & Coaching
Carroll University 1979 — 1981
Bachelor’s Degree, Business
Kettle Moraine High School
Wells Fargo Advisors January 1994 - Present
IDS Financial Services 1990 - 1994
Kettle Moraine High School 1990 - 1993
Virginia Intermont College 1987 - 1990
Cardinal Stritch College 1983 - 1987
Education
United States Sports Academy
Master’s Degree, Sports Administration & Coaching
Carroll University 1979 — 1981
Bachelor’s Degree, Business
Kettle Moraine High School
Michael Amadi Michael Amadi's Wells Fargo Advisors Experience June 2014 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors June 2014 - Present
SunTrust Bank September 2013 - June 2014
Wells Fargo June 2012 - September 2013
Wells Fargo June 2011 - June 2012
Skills
Equities, Bonds, IRAs, Retirement Planning, Mutual Funds, ETFs, Trading, Wealth Management, Series 7, Series 66, Customer Service, Banking, Sales, Financial Services, Training, Leadership, Finance
Education
Central Piedmont Community College 2004 — 2006
Business Administration
Wells Fargo Advisors June 2014 - Present
SunTrust Bank September 2013 - June 2014
Wells Fargo June 2012 - September 2013
Wells Fargo June 2011 - June 2012
Skills
Equities, Bonds, IRAs, Retirement Planning, Mutual Funds, ETFs, Trading, Wealth Management, Series 7, Series 66, Customer Service, Banking, Sales, Financial Services, Training, Leadership, Finance
Education
Central Piedmont Community College 2004 — 2006
Business Administration
Bill Wilkinson's Wells Fargo Advisors Experience April 2015 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors April 2015 - Present
State Farm Agent Travis Snider October 2013 - April 2015
Northwestern Mutual July 2012 - September 2013
Childress Klein 2006 - 2011
US Army 2000 - 2004
Skills
Investment Advisory, Retirement Solution, Mutual Funds, Stock Trading, Fixed Income, Disability Insurance, Financial Analysis, Life Insurance, Fixed Annuities, Insurance, Management, Buy-sell Agreements, Employee Benefits, Long-term Care, Underwriting, Wealth Accumulation, Personal Liability..., Property & Casualty..., Business Analysis, Wealth Accumulation..., Military Experience, Holistic Financial..., Business Owner Planning
Education
Montreat College 2010 — 2012
Bachelors of Science (magna cum laude), Management, 3.81
Central Piedmont Community College 2005 — 2009
Associates in Applied Science, Business Administration
Winthrop University 1999 — 2000
Business Administration and Management, General
Fort Mill High School 1995 — 1999
Wells Fargo Advisors April 2015 - Present
State Farm Agent Travis Snider October 2013 - April 2015
Northwestern Mutual July 2012 - September 2013
Childress Klein 2006 - 2011
US Army 2000 - 2004
Skills
Investment Advisory, Retirement Solution, Mutual Funds, Stock Trading, Fixed Income, Disability Insurance, Financial Analysis, Life Insurance, Fixed Annuities, Insurance, Management, Buy-sell Agreements, Employee Benefits, Long-term Care, Underwriting, Wealth Accumulation, Personal Liability..., Property & Casualty..., Business Analysis, Wealth Accumulation..., Military Experience, Holistic Financial..., Business Owner Planning
Education
Montreat College 2010 — 2012
Bachelors of Science (magna cum laude), Management, 3.81
Central Piedmont Community College 2005 — 2009
Associates in Applied Science, Business Administration
Winthrop University 1999 — 2000
Business Administration and Management, General
Fort Mill High School 1995 — 1999
Kyle DeMarinis, CFP® Kyle DeMarinis, CFP®'s Wells Fargo Advisors Experience February 2001 - October 2011
Job President at Restart Solar
Industry Renewables & Environment
Experience
Restart Solar June 2014 - Present
SolarCity October 2012 - February 2014
ADR Solar Solutions January 2012 - October 2012
Wells Fargo Advisors February 2001 - October 2011
Skills
Business Development, Cleantech, Renewable Energy, Start-ups, Investments, Business Strategy, New Business Development, Project Finance, Energy, Strategy, Strategic Planning, Financial Analysis, Energy Efficiency, Entrepreneurship, Business Planning, Mergers & Acquisitions, Solar Energy, Alternative Energy
Education
California State University-Northridge
Bachelor of Business Administration (BBA), Finance, General
UCLA
CFP, Financial Planning
Restart Solar June 2014 - Present
SolarCity October 2012 - February 2014
ADR Solar Solutions January 2012 - October 2012
Wells Fargo Advisors February 2001 - October 2011
Skills
Business Development, Cleantech, Renewable Energy, Start-ups, Investments, Business Strategy, New Business Development, Project Finance, Energy, Strategy, Strategic Planning, Financial Analysis, Energy Efficiency, Entrepreneurship, Business Planning, Mergers & Acquisitions, Solar Energy, Alternative Energy
Education
California State University-Northridge
Bachelor of Business Administration (BBA), Finance, General
UCLA
CFP, Financial Planning
Marty Terry Marty Terry's Wells Fargo Advisors Experience October 2007 - April 2011
Job Financial Advisor & Long Term Care Specialist
Industry Insurance
Experience
ACSIA Partners March 2012 - Present
CFD Investments March 2011 - Present
Wells Fargo Advisors October 2007 - April 2011
J.P. Morgan March 1986 - September 2007
Skills
Simplifying the Complex, Caring to enought to..., Insurance, Retirement, Retirement Planning
Education
Wayne State University 1981 — 1986
Master of Business Administration (M.B.A.), Finance, General
Central Michigan University 1975 — 1981
Bachelor of Science (B.S.), Finance, General
ACSIA Partners March 2012 - Present
CFD Investments March 2011 - Present
Wells Fargo Advisors October 2007 - April 2011
J.P. Morgan March 1986 - September 2007
Skills
Simplifying the Complex, Caring to enought to..., Insurance, Retirement, Retirement Planning
Education
Wayne State University 1981 — 1986
Master of Business Administration (M.B.A.), Finance, General
Central Michigan University 1975 — 1981
Bachelor of Science (B.S.), Finance, General
Hunter Wilbanks Hunter Wilbanks's Wells Fargo Advisors Experience October 2013 - Present
Job Trading/Service Representative at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors October 2013 - Present
Northwestern Mutual July 2012 - September 2013
Sports Business Journal September 2012 - January 2013
LSI Medical May 2012 - August 2012
Skills
Analytical Skills..., Market Research, Business Development, Sales, Sponsorship, Sports, Research, Customer Service, Microsoft Excel, Microsoft Word, Sports Marketing, Sports Management, Social Media, Facebook, Public Relations
Education
UNC Charlotte 2011 — 2013
Master of Business Administration (MBA), Finance, General
Catawba College 2007 — 2011
Bachelor of Science (B.S.), Sustainable Business and Community Development
Wells Fargo Advisors October 2013 - Present
Northwestern Mutual July 2012 - September 2013
Sports Business Journal September 2012 - January 2013
LSI Medical May 2012 - August 2012
Skills
Analytical Skills..., Market Research, Business Development, Sales, Sponsorship, Sports, Research, Customer Service, Microsoft Excel, Microsoft Word, Sports Marketing, Sports Management, Social Media, Facebook, Public Relations
Education
UNC Charlotte 2011 — 2013
Master of Business Administration (MBA), Finance, General
Catawba College 2007 — 2011
Bachelor of Science (B.S.), Sustainable Business and Community Development
Walter Narcum Walter Narcum's Wells Fargo Advisors Experience January 2008 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 2008 - Present
Skills
Investments, 401k Rollovers, Retirement Planning, Mutual Funds, Insurance, Financial Advisory, Retirement Savings, Asset Allocation, Wealth Preservation..., Fixed Income Strategies, Retirement, Investment Strategies, Securities, Retirement Plan..., Bonds, Variable Annuities, Fixed Annuities
Education
Carleton College 1992 — 1996
B.A., English
Northwest Area High School 1987 — 1992
Wells Fargo Advisors January 2008 - Present
Skills
Investments, 401k Rollovers, Retirement Planning, Mutual Funds, Insurance, Financial Advisory, Retirement Savings, Asset Allocation, Wealth Preservation..., Fixed Income Strategies, Retirement, Investment Strategies, Securities, Retirement Plan..., Bonds, Variable Annuities, Fixed Annuities
Education
Carleton College 1992 — 1996
B.A., English
Northwest Area High School 1987 — 1992
Jack Keleshian Jack Keleshian's Wells Fargo Advisors Experience January 1996 - August 2009
Job Market Leader at Bank of the West
Industry Banking
Experience
Bank of the West April 2011 - Present
Wells Fargo Advisors January 1996 - August 2009
Skills
Loans, Credit, Consumer Lending, Banking, Retail Banking, Mortgage Lending, Loan Origination, Lines Of Credit, Mortgage Banking, Portfolio Management, Cross Selling, Refinance, Private Banking, Relationship Management, Deposits
Education
California State University-Northridge 1989 — 1994
Bachelor's degree, Economics
Bank of the West April 2011 - Present
Wells Fargo Advisors January 1996 - August 2009
Skills
Loans, Credit, Consumer Lending, Banking, Retail Banking, Mortgage Lending, Loan Origination, Lines Of Credit, Mortgage Banking, Portfolio Management, Cross Selling, Refinance, Private Banking, Relationship Management, Deposits
Education
California State University-Northridge 1989 — 1994
Bachelor's degree, Economics
Blake Watson Blake Watson's Wells Fargo Advisors Experience April 2013 - October 2013
Job Internal Regional Business Consultant at Curian Capital
Industry Investment Management
Experience
Curian Capital October 2013 - Present
Wells Fargo Advisors April 2013 - October 2013
Merrill Lynch January 2011 - March 2013
Skills
Financial Analysis, Financial Modeling, Investment Strategies, Microsoft Word, Teamwork, Customer Service, Investments, Bloomberg, Economics, Social Media, Series 7, Microsoft Excel, Microsoft Office, PowerPoint, Research, Valuation, Public Speaking, Corporate Finance, English, Java, C++, Series 63, Series 65, Portfolio Management, Stock Market
Education
Cameron University 2006 — 2010
Batchelors in Business Adminstration
Curian Capital October 2013 - Present
Wells Fargo Advisors April 2013 - October 2013
Merrill Lynch January 2011 - March 2013
Skills
Financial Analysis, Financial Modeling, Investment Strategies, Microsoft Word, Teamwork, Customer Service, Investments, Bloomberg, Economics, Social Media, Series 7, Microsoft Excel, Microsoft Office, PowerPoint, Research, Valuation, Public Speaking, Corporate Finance, English, Java, C++, Series 63, Series 65, Portfolio Management, Stock Market
Education
Cameron University 2006 — 2010
Batchelors in Business Adminstration
Cristian Nochez Cristian Nochez's Wells Fargo Advisors Experience July 2010 - April 2014
Job Financial Advisor
Industry Financial Services
Experience
Merrill Edge May 2014 - Present
Wells Fargo Advisors July 2010 - April 2014
Jonathan Club June 2007 - July 2012
Skills
Market Research, 401k Rollovers, Mortgage Lending, Investments, Wealth Management, Retirement Planning, Life Insurance, 401k, Small Business Lending, Fixed Annuities, Variable Annuities
Education
California State University-Northridge
Bachelor of Science, Finance
Merrill Edge May 2014 - Present
Wells Fargo Advisors July 2010 - April 2014
Jonathan Club June 2007 - July 2012
Skills
Market Research, 401k Rollovers, Mortgage Lending, Investments, Wealth Management, Retirement Planning, Life Insurance, 401k, Small Business Lending, Fixed Annuities, Variable Annuities
Education
California State University-Northridge
Bachelor of Science, Finance
Chris Gallagher Chris Gallagher's Wells Fargo Advisors Experience October 2009 - May 2011
Job Senior Delivery Director at Ciber
Industry Information Technology and Services
Experience
Ciber September 2014 - Present
CIBER, Inc. January 2012 - September 2014
Ciber March 2009 - December 2011
Wells Fargo Advisors October 2009 - May 2011
BCBSNC April 2009 - July 2009
Keane October 1998 - May 2008
Railinc 2008 - 2008
Lockheed Martin Technology Services August 1994 - September 1998
United States Navy March 1977 - August 1994
Skills
PMP, ITIL Service Management, Karate, Program Management, IT Governance, Integration, IT Service Management, Process Engineering
Education
Capella University 2004 — 2008
MBA, Project Management
University of New Orleans 1995 — 1998
MS Candidate, Engineering Management
Naval Postgraduate School 1985 — 1989
MS, Meteorology and Physical Oceanography
University of California, Los Angeles 1972 — 1977
BSc, Applied Geophysics
Ciber September 2014 - Present
CIBER, Inc. January 2012 - September 2014
Ciber March 2009 - December 2011
Wells Fargo Advisors October 2009 - May 2011
BCBSNC April 2009 - July 2009
Keane October 1998 - May 2008
Railinc 2008 - 2008
Lockheed Martin Technology Services August 1994 - September 1998
United States Navy March 1977 - August 1994
Skills
PMP, ITIL Service Management, Karate, Program Management, IT Governance, Integration, IT Service Management, Process Engineering
Education
Capella University 2004 — 2008
MBA, Project Management
University of New Orleans 1995 — 1998
MS Candidate, Engineering Management
Naval Postgraduate School 1985 — 1989
MS, Meteorology and Physical Oceanography
University of California, Los Angeles 1972 — 1977
BSc, Applied Geophysics
JJ Meis's Wells Fargo Advisors Experience October 2012 - February 2014
Job Investment Consultant ▪️ Scottrade
Industry Financial Services
Experience
Scottrade April 2014 - Present
Wells Fargo Advisors October 2012 - February 2014
Bank of America Home Loans January 2008 - December 2011
Washington Mutual Home Loans January 2004 - January 2008
Robert Kaufman Co. June 2002 - December 2003
Alexander Henry Fabrics June 1992 - July 2000
Skills
Mortgage Lending, Loan Origination, FHA financing, Mortgage Banking, Refinance, Loans, Investments, Residential Mortgages, Financial Advisory, Mutual Funds, Wealth Management, Education Planning, Wealth Preservation..., Trusted Advisor, First Time Home Buyers, Credit Analysis, Employee Retirement..., Management, Marketing, Sales, Asset Management, Financial Services
Education
California State University-Northridge
BA, English, Religious Studies
Scottrade April 2014 - Present
Wells Fargo Advisors October 2012 - February 2014
Bank of America Home Loans January 2008 - December 2011
Washington Mutual Home Loans January 2004 - January 2008
Robert Kaufman Co. June 2002 - December 2003
Alexander Henry Fabrics June 1992 - July 2000
Skills
Mortgage Lending, Loan Origination, FHA financing, Mortgage Banking, Refinance, Loans, Investments, Residential Mortgages, Financial Advisory, Mutual Funds, Wealth Management, Education Planning, Wealth Preservation..., Trusted Advisor, First Time Home Buyers, Credit Analysis, Employee Retirement..., Management, Marketing, Sales, Asset Management, Financial Services
Education
California State University-Northridge
BA, English, Religious Studies
James Sidders's Wells Fargo Advisors Experience January 2011 - August 2014
Job
Industry Financial Services
Experience
Wells Fargo Advisors January 2011 - August 2014
RTM June 2007 - March 2011
Wells Fargo September 2010 - January 2011
Wells Fargo Financial May 2009 - September 2010
Apexx Group, LLC May 2008 - May 2009
Jim's Professional Services June 2003 - May 2009
Milwaukee Brewers Baseball Club May 2008 - August 2008
Global Marketplace January 2008 - July 2008
Evolution Exercise and Spine Centers 2002 - 2004
Education
Carroll College 2005 — 2009
Bachelors, Business Administration Management Emphasis
Carroll University 2005 — 2009
Bachelors Degree, Business Administration Management Emphasis
Wells Fargo Advisors January 2011 - August 2014
RTM June 2007 - March 2011
Wells Fargo September 2010 - January 2011
Wells Fargo Financial May 2009 - September 2010
Apexx Group, LLC May 2008 - May 2009
Jim's Professional Services June 2003 - May 2009
Milwaukee Brewers Baseball Club May 2008 - August 2008
Global Marketplace January 2008 - July 2008
Evolution Exercise and Spine Centers 2002 - 2004
Education
Carroll College 2005 — 2009
Bachelors, Business Administration Management Emphasis
Carroll University 2005 — 2009
Bachelors Degree, Business Administration Management Emphasis
Christine Muir Christine Muir'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 December 2012 - October 2014
Morgan Stanley Wealth Management December 2011 - December 2012
Morgan Stanley Wealth Management July 2009 - December 2011
Smith Barney November 2006 - July 2009
Smtih Barney February 2006 - November 2006
Education
California State University-Northridge
Bachelor of Arts, Media Management
Wells Fargo Advisors October 2014 - Present
Wells Fargo Advisors December 2012 - October 2014
Morgan Stanley Wealth Management December 2011 - December 2012
Morgan Stanley Wealth Management July 2009 - December 2011
Smith Barney November 2006 - July 2009
Smtih Barney February 2006 - November 2006
Education
California State University-Northridge
Bachelor of Arts, Media Management
Steven Lerman, CFP®, CRPC®, ADPA® Steven Lerman, CFP®, CRPC®, ADPA®'s Wells Fargo Advisors Experience January 2008 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 2008 - Present
Gilda's Club Desert Cities 2012 - 2013
Tekelec October 2004 - November 2007
VocalData, Inc. October 2003 - October 2004
VocalData, Inc. January 2003 - October 2003
GoBeam, Inc. May 2001 - January 2003
GoBeam, Inc. July 2000 - May 2001
SBC/Pacific Bell March 2000 - July 2000
SBC/Pacific Bell March 1997 - March 2000
SBC/Pacific Bell August 1997 - April 1998
Skills
401k Rollovers, Asset Allocation, Financial Advisory, Financial Services, Insurance, Investment Planning, Investment Strategies, Investments, Retirement, Retirement Planning, Risk Management, Securities, Strategic Planning, Wealth-Preservation..., Variable Annuities, Domestic Partner..., Investment Planning for..., Retirement Planning for..., Wealth Transfer...
Education
Carnegie Mellon University 1991 — 1993
MSIN, Information Networking
Purdue University 1986 — 1991
BSEE, Communications
Wells Fargo Advisors January 2008 - Present
Gilda's Club Desert Cities 2012 - 2013
Tekelec October 2004 - November 2007
VocalData, Inc. October 2003 - October 2004
VocalData, Inc. January 2003 - October 2003
GoBeam, Inc. May 2001 - January 2003
GoBeam, Inc. July 2000 - May 2001
SBC/Pacific Bell March 2000 - July 2000
SBC/Pacific Bell March 1997 - March 2000
SBC/Pacific Bell August 1997 - April 1998
Skills
401k Rollovers, Asset Allocation, Financial Advisory, Financial Services, Insurance, Investment Planning, Investment Strategies, Investments, Retirement, Retirement Planning, Risk Management, Securities, Strategic Planning, Wealth-Preservation..., Variable Annuities, Domestic Partner..., Investment Planning for..., Retirement Planning for..., Wealth Transfer...
Education
Carnegie Mellon University 1991 — 1993
MSIN, Information Networking
Purdue University 1986 — 1991
BSEE, Communications
Gary A. Thigpen's Wells Fargo Advisors Experience February 2010 - Present
Job Financial Advisor at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors February 2010 - Present
National City Bank August 2008 - March 2010
Wachovia, A Wells Fargo Company March 2005 - July 2008
Education
Capital University 1992 — 1994
BA, International Economics
Wells Fargo Advisors February 2010 - Present
National City Bank August 2008 - March 2010
Wachovia, A Wells Fargo Company March 2005 - July 2008
Education
Capital University 1992 — 1994
BA, International Economics
Steven Harder's Wells Fargo Advisors Experience July 2013 - September 2014
Job
Industry Financial Services
Experience
Bank of America Merrill Lynch September 2014 - Present
Wells Fargo Advisors July 2013 - September 2014
Wells Fargo Advisors January 2012 - June 2013
LPL Financial Institution Services Retirement Center January 2006 - July 2009
TIAA-CREF 2000 - 2006
2003 - 2006 January 2000 - January 2002
First Union National Bank / First Union Brokerage March 1998 - August 2000
Skills
Series 7, Retirement Planning, Finance, Financial Advisory, Financial Services, Fixed Annuities, Guaranteed Lifetime..., IRAs, Insurance, Investments, Loans, Mutual Funds, Retirement, Sales, Securities, Series 6, Series 63, Series 65, Wealth Management
Education
UNIVERSITY OF NORTH CAROLINA at
Masters, Business Administration; Finance
University of North Carolina at
MBA, Finance
Canisius College 1992 — 1996
BS; Dual Degree, Business Administration; Management and Marketing
Canisius College
Bachelor of Science, Business Administration
Ignatius
Bank of America Merrill Lynch September 2014 - Present
Wells Fargo Advisors July 2013 - September 2014
Wells Fargo Advisors January 2012 - June 2013
LPL Financial Institution Services Retirement Center January 2006 - July 2009
TIAA-CREF 2000 - 2006
2003 - 2006 January 2000 - January 2002
First Union National Bank / First Union Brokerage March 1998 - August 2000
Skills
Series 7, Retirement Planning, Finance, Financial Advisory, Financial Services, Fixed Annuities, Guaranteed Lifetime..., IRAs, Insurance, Investments, Loans, Mutual Funds, Retirement, Sales, Securities, Series 6, Series 63, Series 65, Wealth Management
Education
UNIVERSITY OF NORTH CAROLINA at
Masters, Business Administration; Finance
University of North Carolina at
MBA, Finance
Canisius College 1992 — 1996
BS; Dual Degree, Business Administration; Management and Marketing
Canisius College
Bachelor of Science, Business Administration
Ignatius
Duane Wolford's Wells Fargo Advisors Experience 2010 - 2011
Job Application Systems Engineer at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo March 2010 - Present
The Advanced Technology Group, LLC January 1997 - Present
Wells Fargo Advisors 2010 - 2011
WeSave, Inc April 2006 - March 2010
Advantage Technology December 2004 - April 2006
The Calwell Practice, LLC July 1999 - December 2004
Digital Graphics January 1998 - July 1999
Education
Capella University 2005 — 2007
PhD, Organizational Management and Leadership, Information Systems
Capella University 2004 — 2005
Masters, Information Technology
University of Phoenix 2001 — 2004
Bachelor, Information Technology
West Virginia State University 1999 — 2001
Associates, Computer Science
Wells Fargo March 2010 - Present
The Advanced Technology Group, LLC January 1997 - Present
Wells Fargo Advisors 2010 - 2011
WeSave, Inc April 2006 - March 2010
Advantage Technology December 2004 - April 2006
The Calwell Practice, LLC July 1999 - December 2004
Digital Graphics January 1998 - July 1999
Education
Capella University 2005 — 2007
PhD, Organizational Management and Leadership, Information Systems
Capella University 2004 — 2005
Masters, Information Technology
University of Phoenix 2001 — 2004
Bachelor, Information Technology
West Virginia State University 1999 — 2001
Associates, Computer Science
Boyd Stockton's Wells Fargo Advisors Experience February 2013 - Present
Job Information Delivery Sr. Manager, VP at Wells Fargo Advisors
Industry Banking
Experience
Wells Fargo Advisors February 2013 - Present
Wells Fargo November 2006 - January 2013
Wells Fargo February 2002 - October 2006
Wells Fargo August 1997 - January 2002
Wells Fargo December 1993 - August 1997
Wells Fargo June 1990 - December 1993
Skills
Business Intelligence, Leadership, SDLC, Business Analysis, Data Warehousing, Banking, Vendor Management, Requirements Analysis, Requirements Gathering, Process Improvement, Risk Management, Visio, Program Management, Project Management, Business Requirements, Analytics, Software Project..., Financial Services, IT Strategy, PMO, Business Process...
Education
Campbell University 1987 — 1989
Bachelor of Business Administraion, Major in Computer Information Systems, Minor in Marketing
Wells Fargo Advisors February 2013 - Present
Wells Fargo November 2006 - January 2013
Wells Fargo February 2002 - October 2006
Wells Fargo August 1997 - January 2002
Wells Fargo December 1993 - August 1997
Wells Fargo June 1990 - December 1993
Skills
Business Intelligence, Leadership, SDLC, Business Analysis, Data Warehousing, Banking, Vendor Management, Requirements Analysis, Requirements Gathering, Process Improvement, Risk Management, Visio, Program Management, Project Management, Business Requirements, Analytics, Software Project..., Financial Services, IT Strategy, PMO, Business Process...
Education
Campbell University 1987 — 1989
Bachelor of Business Administraion, Major in Computer Information Systems, Minor in Marketing
Adam Rygg's Wells Fargo Advisors Experience March 2013 - Present
Job Experienced Business Analyst, SQL programmer; Solutionoriented problem solver
Industry Information Services
Experience
Wells Fargo Advisors March 2013 - Present
Groupware Technologies August 2012 - March 2013
APS Healthcare April 2012 - July 2012
GE Healthcare March 2011 - May 2012
CUNA Mutual Group 2010 - February 2011
WageWorks April 2010 - July 2010
DDN Pharmaceutical Logistics October 2009 - March 2010
Doral Dental January 2008 - July 2009
Kforce Professional Staffing July 2007 - January 2008
Argon Industries January 2007 - May 2007
Skills
SSIS, Visual Studio, Software Documentation, SSRS, Microsoft Office, Business Analysis, Visio, Microsoft SQL Server, Access, SQL, Data Analysis, Process Improvement, Business Intelligence, Crystal Reports, Requirements Gathering, Visual Basic, SharePoint, Data Warehousing, SDLC, Disaster Recovery, Databases, Database Design
Education
Carroll University 1998 — 2003
Computer Science, Business
Wells Fargo Advisors March 2013 - Present
Groupware Technologies August 2012 - March 2013
APS Healthcare April 2012 - July 2012
GE Healthcare March 2011 - May 2012
CUNA Mutual Group 2010 - February 2011
WageWorks April 2010 - July 2010
DDN Pharmaceutical Logistics October 2009 - March 2010
Doral Dental January 2008 - July 2009
Kforce Professional Staffing July 2007 - January 2008
Argon Industries January 2007 - May 2007
Skills
SSIS, Visual Studio, Software Documentation, SSRS, Microsoft Office, Business Analysis, Visio, Microsoft SQL Server, Access, SQL, Data Analysis, Process Improvement, Business Intelligence, Crystal Reports, Requirements Gathering, Visual Basic, SharePoint, Data Warehousing, SDLC, Disaster Recovery, Databases, Database Design
Education
Carroll University 1998 — 2003
Computer Science, Business
Laura Yeager's Wells Fargo Advisors Experience November 2012 - March 2014
Job Registered Senior Client Associate
Industry Financial Services
Experience
Merrill Lynch March 2014 - Present
Wells Fargo Advisors November 2012 - March 2014
Merrill Lynch 2007 - November 2012
Aletheia Research and Management, Inc. 2006 - 2007
Oppenheimer & Co. 1996 - 2006
Skills
Finance, Investments, Securities, Wealth Management, Portfolio Management, Series 7, Marketing, Mutual Funds, Trading, Series 63, Retirement Planning, Equities, CRM, Hedge Funds, Alternative Investments, Asset Management
Education
California State University-Northridge
Bachelor of Arts (BA), English Literature (British and Commonwealth)
Palisades HS
English Literature (British and Commonwealth)
Merrill Lynch March 2014 - Present
Wells Fargo Advisors November 2012 - March 2014
Merrill Lynch 2007 - November 2012
Aletheia Research and Management, Inc. 2006 - 2007
Oppenheimer & Co. 1996 - 2006
Skills
Finance, Investments, Securities, Wealth Management, Portfolio Management, Series 7, Marketing, Mutual Funds, Trading, Series 63, Retirement Planning, Equities, CRM, Hedge Funds, Alternative Investments, Asset Management
Education
California State University-Northridge
Bachelor of Arts (BA), English Literature (British and Commonwealth)
Palisades HS
English Literature (British and Commonwealth)
Dorian Enhelder's Wells Fargo Advisors Experience January 2008 - Present
Job First Vice President Investment Officer, CERTIFIED FINANCIAL PLANNER ™ at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 2008 - Present
A.G. Edwards & Sons, Inc. November 2001 - January 2008
Skills
Retirement Planning, Strategic Planning, Customer Service, Wealth, Investments, Management, Leadership, Financial Analysis, Small Business, Team Building, Finance, Asset Allocation, Public Speaking, 401k Rollovers, Risk Management, Insurance, Variable Annuities, Fixed Annuities
Education
Eastern Washington University 1988 — 1991
Bachelor of Education (BEd)
Central Arizona College 1986 — 1988
Associate of Science (AS), Business Administration and Management, General
East High School
East High School
Wells Fargo Advisors January 2008 - Present
A.G. Edwards & Sons, Inc. November 2001 - January 2008
Skills
Retirement Planning, Strategic Planning, Customer Service, Wealth, Investments, Management, Leadership, Financial Analysis, Small Business, Team Building, Finance, Asset Allocation, Public Speaking, 401k Rollovers, Risk Management, Insurance, Variable Annuities, Fixed Annuities
Education
Eastern Washington University 1988 — 1991
Bachelor of Education (BEd)
Central Arizona College 1986 — 1988
Associate of Science (AS), Business Administration and Management, General
East High School
East High School
Denise Dykstra's Wells Fargo Advisors Experience December 2010 - Present
Job Data Analyst at Wells Fargo Advisors
Industry Information Services
Experience
Wells Fargo Advisors December 2010 - Present
Wells Fargo Financial 2006 - Present
Wells Fargo September 2005 - Present
Wells Fargo Technology Information Group 2005 - Present
Principal Financial Group 1995 - 1998
Various Consulting Companies 1993 - 1995
GTE 1991 - 1992
Contel 1986 - 1992
Skills
Databases, Data Marts, JCL, Data Modeling, Unix, Data Warehousing, SDLC
Education
Cardinal Stritch University 1992 — 1993
Masters, Science of Business Management
Central College 1974 — 1979
Wells Fargo Advisors December 2010 - Present
Wells Fargo Financial 2006 - Present
Wells Fargo September 2005 - Present
Wells Fargo Technology Information Group 2005 - Present
Principal Financial Group 1995 - 1998
Various Consulting Companies 1993 - 1995
GTE 1991 - 1992
Contel 1986 - 1992
Skills
Databases, Data Marts, JCL, Data Modeling, Unix, Data Warehousing, SDLC
Education
Cardinal Stritch University 1992 — 1993
Masters, Science of Business Management
Central College 1974 — 1979
Peter Sinton's Wells Fargo Advisors Experience October 2014 - Present
Job Managing Director, FA Integration and Growth at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors October 2014 - Present
Wells Fargo Advisors LLC April 1998 - Present
Wachovia Securities, LLC 2005 - 2009
Evergreen Investments 1999 - 2005
Education
Carnegie Mellon University 1990 — 1994
Wells Fargo Advisors October 2014 - Present
Wells Fargo Advisors LLC April 1998 - Present
Wachovia Securities, LLC 2005 - 2009
Evergreen Investments 1999 - 2005
Education
Carnegie Mellon University 1990 — 1994
Jerry Duke's Wells Fargo Advisors Experience 2008 - 2010
Job Director Of Field Merchandising
Industry Wine and Spirits
Experience
Youngs Market Company September 2010 - Present
Wells Fargo Advisors 2008 - 2010
Morgan Stanley Wealth Management 2006 - 2008
Skills
Investments, Strategic Financial..., Wealth Management, Series 7, Sales, Finance, Retirement Planning, Banking, Financial Services, Sales Management, Financial Analysis, Mutual Funds, Wine & Spirits Industry, Consumer Products, Wine, Direct Sales, Account Management
Education
California State University-Sacramento 2002 — 2006
Bachelor of Science (BS), Business Finance
Youngs Market Company September 2010 - Present
Wells Fargo Advisors 2008 - 2010
Morgan Stanley Wealth Management 2006 - 2008
Skills
Investments, Strategic Financial..., Wealth Management, Series 7, Sales, Finance, Retirement Planning, Banking, Financial Services, Sales Management, Financial Analysis, Mutual Funds, Wine & Spirits Industry, Consumer Products, Wine, Direct Sales, Account Management
Education
California State University-Sacramento 2002 — 2006
Bachelor of Science (BS), Business Finance
Darrel Madison, CFP ®'s Wells Fargo Advisors Experience March 2000 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 2000 - Present
Tecolote Citizens Advisory Commitee 2009 - Present
Skills
Investments, Retirement Planning, Financial Analysis, Investment Strategies, Equities, Asset Allocation, Fixed Income, Securities, Insurance, Alternative Investments
Education
San Diego State University-California State University 2004 — 2008
MSBA, Financial and Tax Planning
San Diego State University-California State University 1997 — 2000
BS, Finance
California State University-Sacramento 1995 — 1997
Attended, Finance
Wells Fargo Advisors March 2000 - Present
Tecolote Citizens Advisory Commitee 2009 - Present
Skills
Investments, Retirement Planning, Financial Analysis, Investment Strategies, Equities, Asset Allocation, Fixed Income, Securities, Insurance, Alternative Investments
Education
San Diego State University-California State University 2004 — 2008
MSBA, Financial and Tax Planning
San Diego State University-California State University 1997 — 2000
BS, Finance
California State University-Sacramento 1995 — 1997
Attended, Finance
Jacqueline Antone's Wells Fargo Advisors Experience August 2005 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors August 2005 - Present
Morgan Stanley August 1998 - August 2005
Fifth Third/The Ohio Company January 1995 - August 1998
GE Capital 1993 - 1995
Fifth Third Bank 1991 - 1993
Skills
Investments, Retirement Planning, Financial Analysis, Asset Allocation, Finance, Strategic Financial..., Financial Reporting, Series 63, Business Planning, Public Speaking, Investment Strategies, Series 7, Strategic Planning, Internal Controls, Uniform Combined State..., 401k Rollovers, Hold Series 7
Education
Central Michigan University 1985 — 1990
BSBA, FINANCE
East Detroit High School 1983 — 1985
Wells Fargo Advisors August 2005 - Present
Morgan Stanley August 1998 - August 2005
Fifth Third/The Ohio Company January 1995 - August 1998
GE Capital 1993 - 1995
Fifth Third Bank 1991 - 1993
Skills
Investments, Retirement Planning, Financial Analysis, Asset Allocation, Finance, Strategic Financial..., Financial Reporting, Series 63, Business Planning, Public Speaking, Investment Strategies, Series 7, Strategic Planning, Internal Controls, Uniform Combined State..., 401k Rollovers, Hold Series 7
Education
Central Michigan University 1985 — 1990
BSBA, FINANCE
East Detroit High School 1983 — 1985
Andrea Pope's Wells Fargo Advisors Experience January 2011 - July 2011
Job Skilled manager with extensive experience in operations and performance management spanning from bank to brokerage.
Industry Financial Services
Experience
LPL Financial July 2012 - October 2012
Wells Fargo Advisors January 2011 - July 2011
Wachovia Bank January 2010 - December 2010
Wells Fargo Advisors June 2007 - June 2009
Wells Fargo Advisors July 2005 - June 2007
Wachovia Bank July 1999 - July 2005
Skills
Banking, Financial Services, Process Improvement, Risk Management, Financial Risk, AML, Business Analysis, Securities, Mergers, SDLC, Customer Service, General Ledger, Leadership, Microsoft Office, Problem Solving
Education
Central Piedmont Community College
LPL Financial July 2012 - October 2012
Wells Fargo Advisors January 2011 - July 2011
Wachovia Bank January 2010 - December 2010
Wells Fargo Advisors June 2007 - June 2009
Wells Fargo Advisors July 2005 - June 2007
Wachovia Bank July 1999 - July 2005
Skills
Banking, Financial Services, Process Improvement, Risk Management, Financial Risk, AML, Business Analysis, Securities, Mergers, SDLC, Customer Service, General Ledger, Leadership, Microsoft Office, Problem Solving
Education
Central Piedmont Community College
Jim Gilkey's Wells Fargo Advisors Experience June 2013 - Present
Job Technical Project Manager at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Bank of America January 2015 - Present
Wells Fargo Advisors June 2013 - Present
Bank of America April 2012 - May 2013
Bank of America February 2011 - May 2013
Wells Fargo Advisors August 2009 - September 2011
BlueCross BlueShield of SC March 2009 - July 2009
Wachovia July 2006 - October 2008
Bank of America March 2005 - June 2006
Royal & SunAlliance March 2004 - May 2005
LandCraft July 2002 - June 2003
Skills
SDLC, Business Analysis, Business Process, Integration, PMP, Requirements Analysis, MS Project, Project Management, PMO, Risk Management, Strategy, ERP, Management, Analysis, Project Planning, Leadership, Data Warehousing, SAP, Disaster Recovery, Governance
Education
Carnegie Mellon University 1981 — 1985
B.S., Information Systems
Bank of America January 2015 - Present
Wells Fargo Advisors June 2013 - Present
Bank of America April 2012 - May 2013
Bank of America February 2011 - May 2013
Wells Fargo Advisors August 2009 - September 2011
BlueCross BlueShield of SC March 2009 - July 2009
Wachovia July 2006 - October 2008
Bank of America March 2005 - June 2006
Royal & SunAlliance March 2004 - May 2005
LandCraft July 2002 - June 2003
Skills
SDLC, Business Analysis, Business Process, Integration, PMP, Requirements Analysis, MS Project, Project Management, PMO, Risk Management, Strategy, ERP, Management, Analysis, Project Planning, Leadership, Data Warehousing, SAP, Disaster Recovery, Governance
Education
Carnegie Mellon University 1981 — 1985
B.S., Information Systems
Adam Rochelle's Wells Fargo Advisors Experience October 2007 - October 2013
Job Driver at Uber
Industry Banking
Experience
Uber September 2014 - Present
Wells Fargo April 2010 - October 2013
Wells Fargo Advisors October 2007 - October 2013
Wells Fargo April 2007 - March 2010
Wells Fargo January 2006 - March 2007
Wells Fargo April 2003 - December 2005
Skills
Loans, Commercial Banking, Credit, Banking, Mortgage Lending, Retail Banking, Consumer Lending, Commercial Lending, Credit Analysis, Wealth Management, Lines Of Credit, Relationship Management, Investments, Series 7, Retirement Planning, Finance, Cross Selling, Mutual Funds, Deposits, Sales, Financial Services, Private Banking, Life Insurance, Customer Service, Securities, Asset Allocation, Financial Advisory, Investment Strategies, Small Business Lending, Financial Risk, Merchant Services, Series 63, Portfolio Management, Mortgage Banking, Cash Management, Strategic Financial..., Treasury Management, Underwriting, Risk Management, Loan Origination, Refinance, SBA, Financial Analysis, Credit Risk, Branch Management, Asset Management, Business Development, Leadership, Operational Risk, Insurance
Education
California State University-Northridge 1996 — 1999
Sociology
Uber September 2014 - Present
Wells Fargo April 2010 - October 2013
Wells Fargo Advisors October 2007 - October 2013
Wells Fargo April 2007 - March 2010
Wells Fargo January 2006 - March 2007
Wells Fargo April 2003 - December 2005
Skills
Loans, Commercial Banking, Credit, Banking, Mortgage Lending, Retail Banking, Consumer Lending, Commercial Lending, Credit Analysis, Wealth Management, Lines Of Credit, Relationship Management, Investments, Series 7, Retirement Planning, Finance, Cross Selling, Mutual Funds, Deposits, Sales, Financial Services, Private Banking, Life Insurance, Customer Service, Securities, Asset Allocation, Financial Advisory, Investment Strategies, Small Business Lending, Financial Risk, Merchant Services, Series 63, Portfolio Management, Mortgage Banking, Cash Management, Strategic Financial..., Treasury Management, Underwriting, Risk Management, Loan Origination, Refinance, SBA, Financial Analysis, Credit Risk, Branch Management, Asset Management, Business Development, Leadership, Operational Risk, Insurance
Education
California State University-Northridge 1996 — 1999
Sociology
Lary Bloom's Wells Fargo Advisors Experience November 2004 - Present
Job Vice President at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors November 2004 - Present
Morgan Stanley January 2000 - November 2004
Skills
Long-term Care, Life & Health Insurance..., Investments, Securities, Retirement Planning, Investment Strategies, Asset Allocation, Retirement, Finance, Financial Advisory, Mutual Funds, Equities, Series 63, Alternative Investments, Insurance
Education
California State University-Northridge 1989 — 1991
Bachelor's degree, Sociology
Los Angeles Valley College 1986 — 1988
Associate of Arts (A.A.), Business Administration and Management, General
Wells Fargo Advisors November 2004 - Present
Morgan Stanley January 2000 - November 2004
Skills
Long-term Care, Life & Health Insurance..., Investments, Securities, Retirement Planning, Investment Strategies, Asset Allocation, Retirement, Finance, Financial Advisory, Mutual Funds, Equities, Series 63, Alternative Investments, Insurance
Education
California State University-Northridge 1989 — 1991
Bachelor's degree, Sociology
Los Angeles Valley College 1986 — 1988
Associate of Arts (A.A.), Business Administration and Management, General
Timothy Dabbs's Wells Fargo Advisors Experience December 2013 - Present
Job Financial Advisor, CusterHindman Wealth Management Group of Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors December 2013 - Present
US Air Force Reserve June 2003 - September 2014
Concurrent Technologies Corporation July 2001 - June 2013
US Air Force Reserve June 2001 - June 2003
US Air Force Reserve June 1997 - September 2001
United States Air Force August 1986 - June 1997
Skills
401k Rollovers, Retirement Planning, Estate Investment..., Bonds, Fixed Income Strategies, Risk Management, Asset Allocation, Concentrated Stock..., Insurance, Annuities, Tax Efficient Strategies, Mutual Funds, DoD, Wealth Preservation..., Stock Analysis, Strategic Planning, Military, Program Management, Command, National Security, Process Improvement, Policy, Budgets, Navigation Systems, Geographic Information..., Agile Project Management, Microsoft Excel, Military Flight..., Aviation Safety, Defense Requirements..., Retirement Plan...
Education
Central Michigan University 1995 — 1996
Master's Degree, Business Administration and Management, General
University of Michigan-Dearborn 1980 — 1985
Bachelor's Degree, Political Science and Government
Wells Fargo Advisors December 2013 - Present
US Air Force Reserve June 2003 - September 2014
Concurrent Technologies Corporation July 2001 - June 2013
US Air Force Reserve June 2001 - June 2003
US Air Force Reserve June 1997 - September 2001
United States Air Force August 1986 - June 1997
Skills
401k Rollovers, Retirement Planning, Estate Investment..., Bonds, Fixed Income Strategies, Risk Management, Asset Allocation, Concentrated Stock..., Insurance, Annuities, Tax Efficient Strategies, Mutual Funds, DoD, Wealth Preservation..., Stock Analysis, Strategic Planning, Military, Program Management, Command, National Security, Process Improvement, Policy, Budgets, Navigation Systems, Geographic Information..., Agile Project Management, Microsoft Excel, Military Flight..., Aviation Safety, Defense Requirements..., Retirement Plan...
Education
Central Michigan University 1995 — 1996
Master's Degree, Business Administration and Management, General
University of Michigan-Dearborn 1980 — 1985
Bachelor's Degree, Political Science and Government
Joe Ordonez's Wells Fargo Advisors Experience June 2009 - May 2011
Job Mid Market Sales Consultant at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services January 2012 - Present
BNY Mellon May 2011 - December 2011
Wells Fargo Advisors June 2009 - May 2011
John Hancock July 2007 - June 2010
Education
California State University-Northridge 2003 — 2007
BS, Finance and Economics
John Hancock Financial Services January 2012 - Present
BNY Mellon May 2011 - December 2011
Wells Fargo Advisors June 2009 - May 2011
John Hancock July 2007 - June 2010
Education
California State University-Northridge 2003 — 2007
BS, Finance and Economics
Lisa Leonard's Wells Fargo Advisors Experience March 2014 - Present
Job Regional Banking Director at Wells Fargo Advisors
Industry Banking
Experience
Wells Fargo Advisors March 2014 - Present
Bank of America April 2009 - March 2014
Bank of America April 2004 - April 2009
Bank of America 2004 - 2009
Fleet Bank November 1999 - April 2004
Summit Bank August 1997 - November 1999
Summit Bank November 1995 - August 1997
Summit Bank February 1993 - November 1995
Skills
Talent Management, Sales Management, Loan Origination, Banking, Portfolio Management, Credit Analysis, Training, Mortgage Lending, Investments, Cash Management, Sales, Management, Consumer Lending, Leadership, Mortgage Banking, Risk Management
Education
California State University-Northridge 1980 — 1986
BS, Finance/Economics
Graduate School of Retail Bank Management-CBA, University of VirginiaCalifornia State University
Bachelor of Science, Finance
Wells Fargo Advisors March 2014 - Present
Bank of America April 2009 - March 2014
Bank of America April 2004 - April 2009
Bank of America 2004 - 2009
Fleet Bank November 1999 - April 2004
Summit Bank August 1997 - November 1999
Summit Bank November 1995 - August 1997
Summit Bank February 1993 - November 1995
Skills
Talent Management, Sales Management, Loan Origination, Banking, Portfolio Management, Credit Analysis, Training, Mortgage Lending, Investments, Cash Management, Sales, Management, Consumer Lending, Leadership, Mortgage Banking, Risk Management
Education
California State University-Northridge 1980 — 1986
BS, Finance/Economics
Graduate School of Retail Bank Management-CBA, University of VirginiaCalifornia State University
Bachelor of Science, Finance
R Yates's Wells Fargo Advisors Experience August 1998 - May 2008
Job Experienced Financial Services Leader, CSM
Industry Financial Services
Experience
Verisk Health August 2014 - Present
Verisk Health (via Apex Systems, Inc.) November 2013 - August 2014
Capital One (via Netpolarity, Inc.) July 2012 - October 2013
Genworth Financial May 2008 - January 2012
Wells Fargo Advisors August 1998 - May 2008
Skills
P&L Management, Financial Analysis, Analytics, Change Management, Market Research, Marketing Strategy, Marketing Operations, Consumer Behavior, Project Management, Microsoft Office, Relationship Management, Business Analysis, Process Improvement, Team Building, Business Process..., CRM, Product Development, Management, SDLC, Requirements Analysis, Leadership, Cross-functional Team..., Risk Management, Project Portfolio..., Requirements Gathering, IT Strategy, Resource Management, Team Management, IT Management, Integration, Performance Management, Information Technology, Analysis, Agile Project Management, Agile Methodologies, Vendor Management, Software Project..., Business Process Design, Portfolio Management, Training, Coaching, Workshop Facilitation, Recruiting, Business Transformation, Organizational..., Technical Leadership, Scrum, Strategic Leadership, Business Process, Program Management
Education
Central Michigan University
Master of Science in Administration
Verisk Health August 2014 - Present
Verisk Health (via Apex Systems, Inc.) November 2013 - August 2014
Capital One (via Netpolarity, Inc.) July 2012 - October 2013
Genworth Financial May 2008 - January 2012
Wells Fargo Advisors August 1998 - May 2008
Skills
P&L Management, Financial Analysis, Analytics, Change Management, Market Research, Marketing Strategy, Marketing Operations, Consumer Behavior, Project Management, Microsoft Office, Relationship Management, Business Analysis, Process Improvement, Team Building, Business Process..., CRM, Product Development, Management, SDLC, Requirements Analysis, Leadership, Cross-functional Team..., Risk Management, Project Portfolio..., Requirements Gathering, IT Strategy, Resource Management, Team Management, IT Management, Integration, Performance Management, Information Technology, Analysis, Agile Project Management, Agile Methodologies, Vendor Management, Software Project..., Business Process Design, Portfolio Management, Training, Coaching, Workshop Facilitation, Recruiting, Business Transformation, Organizational..., Technical Leadership, Scrum, Strategic Leadership, Business Process, Program Management
Education
Central Michigan University
Master of Science in Administration
Scott Rodrick Smith's Wells Fargo Advisors Experience March 2012 - November 2014
Job Project Manager
Industry Construction
Experience
BluePac Inc. Electrical Contractor November 2014 - Present
Wells Fargo May 2013 - November 2014
Wells Fargo Advisors March 2012 - November 2014
Skills
Banking, Relationship Management, Small Business Lending, Series 7, Series 63, Consumer Lending, Wealth Management, Commercial Lending, Life Insurance, Portfolio Management, Credit Risk, Private Banking, Risk Management
Education
California State University-Northridge 2008 — 2010
Finance, Investments, Financial planning
Investment Banking Institute, Los Angeles
Financial Modeling
BluePac Inc. Electrical Contractor November 2014 - Present
Wells Fargo May 2013 - November 2014
Wells Fargo Advisors March 2012 - November 2014
Skills
Banking, Relationship Management, Small Business Lending, Series 7, Series 63, Consumer Lending, Wealth Management, Commercial Lending, Life Insurance, Portfolio Management, Credit Risk, Private Banking, Risk Management
Education
California State University-Northridge 2008 — 2010
Finance, Investments, Financial planning
Investment Banking Institute, Los Angeles
Financial Modeling
Julie DeRose's Wells Fargo Advisors Experience February 2009 - August 2009
Job Implementation Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo October 2012 - Present
Wells Fargo October 2011 - October 2012
Premier, Inc. November 2009 - October 2011
Wells Fargo Advisors February 2009 - August 2009
Wells Fargo Advisors September 2007 - February 2009
Skills
SDLC, Business Analysis, Visio, Process Improvement, Risk Management, Access, Quality Assurance, SharePoint, Requirements Analysis, MS Project, Project Management, Project Planning, Leadership, PMO, Requirements Gathering, Vendor Management
Education
Campbell University 2006 — 2007
Masters, Business Administration
Campbell University 2002 — 2006
Bachelor's Degree, International Business
Wells Fargo October 2012 - Present
Wells Fargo October 2011 - October 2012
Premier, Inc. November 2009 - October 2011
Wells Fargo Advisors February 2009 - August 2009
Wells Fargo Advisors September 2007 - February 2009
Skills
SDLC, Business Analysis, Visio, Process Improvement, Risk Management, Access, Quality Assurance, SharePoint, Requirements Analysis, MS Project, Project Management, Project Planning, Leadership, PMO, Requirements Gathering, Vendor Management
Education
Campbell University 2006 — 2007
Masters, Business Administration
Campbell University 2002 — 2006
Bachelor's Degree, International Business
Jeffrey C. Templeman, CLU ChFC's Wells Fargo Advisors Experience July 2015 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Investment Management
Experience
Wells Fargo Advisors July 2015 - Present
Merrill Lynch Global Wealth Management March 2012 - June 2015
ADT Fire & Security March 2004 - February 2012
Coastal Training Technologies October 2001 - February 2004
Skills
Account Management, Business Development, New Business Development, B2B, Selling, Sales, Cold Calling, Leadership, Marketing, Sales Presentations, Budgets, Training, Sales Operations, Management, Sales Management
Education
Capella University 2009 — 2012
BS, Business Administration, Summa Cum Laude
American College 1994 — 1998
Charterered Life Underwriter, Chartered Financial Consultant
Wells Fargo Advisors July 2015 - Present
Merrill Lynch Global Wealth Management March 2012 - June 2015
ADT Fire & Security March 2004 - February 2012
Coastal Training Technologies October 2001 - February 2004
Skills
Account Management, Business Development, New Business Development, B2B, Selling, Sales, Cold Calling, Leadership, Marketing, Sales Presentations, Budgets, Training, Sales Operations, Management, Sales Management
Education
Capella University 2009 — 2012
BS, Business Administration, Summa Cum Laude
American College 1994 — 1998
Charterered Life Underwriter, Chartered Financial Consultant
John McWee's Wells Fargo Advisors Experience April 2011 - June 2011
Job IT Test Project Manager at Wells Fargo Advisors
Industry Information Technology and Services
Experience
WellPoint May 2011 - Present
Wells Fargo Advisors April 2011 - June 2011
WellPoint March 2010 - April 2011
New York State - Office for Technology February 2009 - December 2009
OmniComm Systems December 2006 - June 2009
Skills
Software Quality..., Requirements Analysis, Quality Assurance, Test Planning, Regression Testing, Scrum, Testing, QTP, SDLC
Education
Carnegie Mellon University 2002 — 2002
CMMI, Certificate of IEP Completion Program
California University of Pennsylvania 1995 — 1998
BS, Computer Science
WellPoint May 2011 - Present
Wells Fargo Advisors April 2011 - June 2011
WellPoint March 2010 - April 2011
New York State - Office for Technology February 2009 - December 2009
OmniComm Systems December 2006 - June 2009
Skills
Software Quality..., Requirements Analysis, Quality Assurance, Test Planning, Regression Testing, Scrum, Testing, QTP, SDLC
Education
Carnegie Mellon University 2002 — 2002
CMMI, Certificate of IEP Completion Program
California University of Pennsylvania 1995 — 1998
BS, Computer Science
Daniel Anderle's Wells Fargo Advisors Experience April 2015 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors April 2015 - Present
Wells Fargo September 2012 - March 2015
Edward Jones June 2009 - September 2012
Banc of America Investments October 2006 - May 2009
Wells Fargo 2002 - 2006
Skills
Wealth Management, Series 7, Banking, Credit, Strategic Financial..., Investments, Wealth Management...
Education
California State University-Northridge
Bachelor, Finance
Wells Fargo Advisors April 2015 - Present
Wells Fargo September 2012 - March 2015
Edward Jones June 2009 - September 2012
Banc of America Investments October 2006 - May 2009
Wells Fargo 2002 - 2006
Skills
Wealth Management, Series 7, Banking, Credit, Strategic Financial..., Investments, Wealth Management...
Education
California State University-Northridge
Bachelor, Finance
John McWee's Wells Fargo Advisors Experience April 2011 - October 2011
Job Senior Consultant at Perficient
Industry Information Technology and Services
Experience
Perficient September 2014 - Present
WellPoint November 2011 - November 2012
Wells Fargo Advisors April 2011 - October 2011
New York State - Office for Technology June 2009 - February 2010
Skills
Software Documentation, Process Improvement, Six Sigma, Testing, Business Process..., SDLC, Requirements Analysis, ITIL, Analysis, PMP, Program Management, Policy, Project Management, Change Management, Visio, Government, Data Analysis, Troubleshooting, Integration, Business Analysis, Test Planning
Education
Carnegie Mellon University 2000 — 2001
Bachelor of Applied Science (B.A.Sc.), CMMI
California University of Pennsylvania 1995 — 1998
Bachelor of Science (B.S.), Computer Science
Perficient September 2014 - Present
WellPoint November 2011 - November 2012
Wells Fargo Advisors April 2011 - October 2011
New York State - Office for Technology June 2009 - February 2010
Skills
Software Documentation, Process Improvement, Six Sigma, Testing, Business Process..., SDLC, Requirements Analysis, ITIL, Analysis, PMP, Program Management, Policy, Project Management, Change Management, Visio, Government, Data Analysis, Troubleshooting, Integration, Business Analysis, Test Planning
Education
Carnegie Mellon University 2000 — 2001
Bachelor of Applied Science (B.A.Sc.), CMMI
California University of Pennsylvania 1995 — 1998
Bachelor of Science (B.S.), Computer Science
Henry Gonsalves's Wells Fargo Advisors Experience April 2007 - March 2009
Job Financial Services Operations Professional
Industry Financial Services
Experience
FDIC April 2010 - January 2011
Wells Fargo Advisors April 2007 - March 2009
Wachovia Securities Financial Network January 2005 - October 2006
Beneco, Inc October 2003 - September 2004
The Benefits Group, Inc July 2001 - October 2002
Wachovia Securities December 2000 - January 2001
Santa Barbara Bank and Trust September 1998 - November 2000
Skills
Mutual Funds, Investments, Banking, Excel, Word, Customer Service, Administration, Problem Solving, Microsoft Office, Customer Relations, Microsoft Excel, Microsoft Word, System Administration, Wealth Management, Account Reconciliation, Accounting, Trading, Financial Analysis, Financial Services, Business Analysis, Securities, Valuation, Equities, Fixed Income, Financial Reporting, Analysis, Options, Back Office, Bloomberg, Bonds, Investment Banking, Financial Risk, Credit Risk, Risk Management, Finance, Financial Markets, Credit, Asset Allocation, Loans, Credit Analysis, Asset Management, Relationship Management, Hedge Funds, Cash Management
Education
California State University-Northridge 1982 — 1984
Finance
Santa Monica College 1980 — 1982
Accounting
FDIC April 2010 - January 2011
Wells Fargo Advisors April 2007 - March 2009
Wachovia Securities Financial Network January 2005 - October 2006
Beneco, Inc October 2003 - September 2004
The Benefits Group, Inc July 2001 - October 2002
Wachovia Securities December 2000 - January 2001
Santa Barbara Bank and Trust September 1998 - November 2000
Skills
Mutual Funds, Investments, Banking, Excel, Word, Customer Service, Administration, Problem Solving, Microsoft Office, Customer Relations, Microsoft Excel, Microsoft Word, System Administration, Wealth Management, Account Reconciliation, Accounting, Trading, Financial Analysis, Financial Services, Business Analysis, Securities, Valuation, Equities, Fixed Income, Financial Reporting, Analysis, Options, Back Office, Bloomberg, Bonds, Investment Banking, Financial Risk, Credit Risk, Risk Management, Finance, Financial Markets, Credit, Asset Allocation, Loans, Credit Analysis, Asset Management, Relationship Management, Hedge Funds, Cash Management
Education
California State University-Northridge 1982 — 1984
Finance
Santa Monica College 1980 — 1982
Accounting
Kiran Lalani's Wells Fargo Advisors Experience August 2008 - December 2011
Job Manager Research Consultant
Industry Financial Services
Experience
Self-Employed June 2015 - Present
Morningstar December 2013 - May 2015
Edward Jones September 2011 - January 2014
Wells Fargo Advisors August 2008 - December 2011
Wells Fargo Advisors September 2006 - August 2008
Skills
Fixed Income, Bonds, Portfolio Management, Mutual Funds, Trading, Due Diligence, Financial Advisory, Bloomberg, Series 7, Financial Modeling, Capital Markets, Investments, series 66, Municipal Bonds, Financial Statement..., Interest Rate..., Fixed Income Analysis, Securities
Education
California State University-Northridge
Bachelors, Finance
Self-Employed June 2015 - Present
Morningstar December 2013 - May 2015
Edward Jones September 2011 - January 2014
Wells Fargo Advisors August 2008 - December 2011
Wells Fargo Advisors September 2006 - August 2008
Skills
Fixed Income, Bonds, Portfolio Management, Mutual Funds, Trading, Due Diligence, Financial Advisory, Bloomberg, Series 7, Financial Modeling, Capital Markets, Investments, series 66, Municipal Bonds, Financial Statement..., Interest Rate..., Fixed Income Analysis, Securities
Education
California State University-Northridge
Bachelors, Finance
Grant Ulrick CLU, CFP©'s Wells Fargo Advisors Experience March 2002 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors March 2002 - Present
Webster Bank October 1999 - March 2002
Prudential Financial March 1996 - October 1999
Skills
Wealth Management, Series 63, Investments, Uniform Combined State..., Mutual Funds, Investment Advisory, Series 65, Asset Allocation, Series 6, Fixed Annuities, Retirement, Strategic Financial..., Portfolio Management, Series 7, Life Insurance, Options, Philanthropy
Education
Central Connecticut State University 2009 — 2011
Finance, General
Roger Williams University 1983 — 1984
Springfield Technical Community College
Wells Fargo Advisors March 2002 - Present
Webster Bank October 1999 - March 2002
Prudential Financial March 1996 - October 1999
Skills
Wealth Management, Series 63, Investments, Uniform Combined State..., Mutual Funds, Investment Advisory, Series 65, Asset Allocation, Series 6, Fixed Annuities, Retirement, Strategic Financial..., Portfolio Management, Series 7, Life Insurance, Options, Philanthropy
Education
Central Connecticut State University 2009 — 2011
Finance, General
Roger Williams University 1983 — 1984
Springfield Technical Community College
Brett Balch's Wells Fargo Advisors Experience December 1999 - Present
Job Vice President Wealth Insurance Specialist Wells Fargo Adisors
Industry
Experience
Wells Fargo Advisors December 1999 - Present
Skills
SKILLS Premium...
Education
California State University-San Bernardino
Bachelor of Business Administration (BBA), Finance, General
Wells Fargo Advisors December 1999 - Present
Skills
SKILLS Premium...
Education
California State University-San Bernardino
Bachelor of Business Administration (BBA), Finance, General
John E. (Jef) Fitch, III, CFP®, CIMA®'s Wells Fargo Advisors Experience November 1999 - September 2014
Job First Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James 2014 - Present
Wells Fargo Advisors November 1999 - September 2014
Paine Webber August 1995 - November 1999
CME Group January 1982 - January 1995
Skills
Investments, Securities, Retirement Planning, Portfolio Management, Finance, Series 7, Trading, Asset Management, Insurance, Equities
Education
Carroll University 1980 — 1982
Bachelor's, Economics
Raymond James 2014 - Present
Wells Fargo Advisors November 1999 - September 2014
Paine Webber August 1995 - November 1999
CME Group January 1982 - January 1995
Skills
Investments, Securities, Retirement Planning, Portfolio Management, Finance, Series 7, Trading, Asset Management, Insurance, Equities
Education
Carroll University 1980 — 1982
Bachelor's, Economics
Thomas Thigpen's Wells Fargo Advisors Experience April 1988 - Present
Job Financial Advisor
Industry Financial Services
Experience
Wells Fargo Advisors April 1988 - Present
Shreveport Bank and Trust Co. March 1971 - March 1988
Skills
Retirement and...
Education
Louisiana Tech University 1969 — 1971
Centenary College of Louisiana 1966 — 1969
Bachelor of Applied Science (B.A.Sc.), Economis and finance
Wells Fargo Advisors April 1988 - Present
Shreveport Bank and Trust Co. March 1971 - March 1988
Skills
Retirement and...
Education
Louisiana Tech University 1969 — 1971
Centenary College of Louisiana 1966 — 1969
Bachelor of Applied Science (B.A.Sc.), Economis and finance
Rick Koci's Wells Fargo Advisors Experience November 2010 - December 2011
Job Insurance Agent at American Family Insurance
Industry Insurance
Experience
American Family Insurance January 2012 - Present
Wells Fargo Advisors November 2010 - December 2011
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Life Insurance, Insurance, Marketing, Financial Analysis, Fixed Annuities, Microsoft Excel, Sales, Term Life Insurance, Whole Life, Microsoft Word
Education
Capella University 2010 — 2013
Bachelor's degree, Business Administration and Marketing
Salt Lake Community College 2009 — 2010
American Family Insurance January 2012 - Present
Wells Fargo Advisors November 2010 - December 2011
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Life Insurance, Insurance, Marketing, Financial Analysis, Fixed Annuities, Microsoft Excel, Sales, Term Life Insurance, Whole Life, Microsoft Word
Education
Capella University 2010 — 2013
Bachelor's degree, Business Administration and Marketing
Salt Lake Community College 2009 — 2010
Steven Sears's Wells Fargo Advisors Experience 2010 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
First Republic Bank September 2012 - Present
Wells Fargo Advisors 2010 - 2012
Morgan Stanley Smith Barney March 2008 - June 2010
UBS May 2004 - March 2008
Nollenberger Capital Partners February 2002 - December 2002
Shott Capital Management March 2000 - February 2002
Advent Software March 1998 - March 2000
Charles Schwab September 1990 - March 1998
Skills
Leadership, Management, Financial Services, Sales, Securities, Banking, Investments, Series 63, Customer Service, Financial Analysis
Education
California State University-Sacramento 1987 — 1989
BS, Finance
Menlo College 1985 — 1987
Business
First Republic Bank September 2012 - Present
Wells Fargo Advisors 2010 - 2012
Morgan Stanley Smith Barney March 2008 - June 2010
UBS May 2004 - March 2008
Nollenberger Capital Partners February 2002 - December 2002
Shott Capital Management March 2000 - February 2002
Advent Software March 1998 - March 2000
Charles Schwab September 1990 - March 1998
Skills
Leadership, Management, Financial Services, Sales, Securities, Banking, Investments, Series 63, Customer Service, Financial Analysis
Education
California State University-Sacramento 1987 — 1989
BS, Finance
Menlo College 1985 — 1987
Business
Shengbo Wang's Wells Fargo Advisors Experience June 2014 - Present
Job Independent Brokerage Group at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors June 2014 - Present
Education
Case Western Reserve University 2008 — 2012
Political Science and Economics
Copenhagen University 2011 — 2011
Philosophy
Danish Institute of Study Abroad 2011 — 2011
Political Science and Economics
Parkway West High School
Wells Fargo Advisors June 2014 - Present
Education
Case Western Reserve University 2008 — 2012
Political Science and Economics
Copenhagen University 2011 — 2011
Philosophy
Danish Institute of Study Abroad 2011 — 2011
Political Science and Economics
Parkway West High School
Dawn Wiley's Wells Fargo Advisors Experience September 2000 - January 2012
Job Senior Sales Assistant at Chapin Davis
Industry Financial Services
Experience
Chapin Davis January 2013 - December 2014
Havertys Furniture June 2012 - January 2013
Wells Fargo Advisors September 2000 - January 2012
Skills
FINRA, Microsoft Word, Customer Service, Outlook, Microsoft Excel, Series 7, English, Windows, Lotus Notes, Series 66, Series 31, Life, Health, P&C, VA..., Sales, Investments, Financial Services, Wealth Management, Mutual Funds, Asset Management, Microsoft Office
Education
University of Baltimore 1993 — 1995
Coursework, Business Administration and Management, General
Catonsville Community College 1986 — 1990
Associate's degree, Business Administration and Management, General
Chapin Davis January 2013 - December 2014
Havertys Furniture June 2012 - January 2013
Wells Fargo Advisors September 2000 - January 2012
Skills
FINRA, Microsoft Word, Customer Service, Outlook, Microsoft Excel, Series 7, English, Windows, Lotus Notes, Series 66, Series 31, Life, Health, P&C, VA..., Sales, Investments, Financial Services, Wealth Management, Mutual Funds, Asset Management, Microsoft Office
Education
University of Baltimore 1993 — 1995
Coursework, Business Administration and Management, General
Catonsville Community College 1986 — 1990
Associate's degree, Business Administration and Management, General
Christy Noel's Wells Fargo Advisors Experience November 2012 - June 2013
Job Registered Executive Assistant at Duncan Financial Group
Industry Financial Services
Experience
Duncan Financial Group July 2014 - Present
Wells Fargo Advisors November 2012 - June 2013
First Niagara BankIrwin May 2008 - February 2012
Skills
Project Management, Customer Service, Sales Management, Microsoft Excel, Microsoft Office
Education
Seton Hill University 2011 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
California University of Pennsylvania 2005 — 2008
Bachelor of Science (BS), Business Administration, Mathematics Minor
Duncan Financial Group July 2014 - Present
Wells Fargo Advisors November 2012 - June 2013
First Niagara BankIrwin May 2008 - February 2012
Skills
Project Management, Customer Service, Sales Management, Microsoft Excel, Microsoft Office
Education
Seton Hill University 2011 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
California University of Pennsylvania 2005 — 2008
Bachelor of Science (BS), Business Administration, Mathematics Minor
Scott Mastocciolo's Wells Fargo Advisors Experience January 2012 - Present
Job Associate Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 2012 - Present
Merrill Lynch August 2002 - January 2012
Skills
Mutual Funds, Alternative Investments, Investments, Equities, Retirement Planning, Asset Allocation, Investment Strategies, Financial Services, Securities, Fixed Income, Retirement, Financial Analysis, Hedge Funds, Financial Advisory, Bloomberg, Derivatives, Brokers, Fixed Annuities, Public Speaking, IRAs
Education
Central Connecticut State University
Wells Fargo Advisors January 2012 - Present
Merrill Lynch August 2002 - January 2012
Skills
Mutual Funds, Alternative Investments, Investments, Equities, Retirement Planning, Asset Allocation, Investment Strategies, Financial Services, Securities, Fixed Income, Retirement, Financial Analysis, Hedge Funds, Financial Advisory, Bloomberg, Derivatives, Brokers, Fixed Annuities, Public Speaking, IRAs
Education
Central Connecticut State University
Corey Aultmon, MBA's Wells Fargo Advisors Experience August 2005 - March 2007
Job Financial Professional
Industry Financial Services
Experience
U.S. Bank April 2007 - May 2014
Wells Fargo Advisors August 2005 - March 2007
UMB Bank April 2005 - August 2005
U.S Bank June 2004 - April 2005
Skills
Research, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, C++, Editing, C, Java, Analysis
Education
Cardinal Stritch University 2010 — 2013
Master of Business Administration (MBA), Business Administration, Management and Operations
University of Wisconsin-Whitewater 2000 — 2004
Bachelor of Business Administration (BBA), Finance, General
U.S. Bank April 2007 - May 2014
Wells Fargo Advisors August 2005 - March 2007
UMB Bank April 2005 - August 2005
U.S Bank June 2004 - April 2005
Skills
Research, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, C++, Editing, C, Java, Analysis
Education
Cardinal Stritch University 2010 — 2013
Master of Business Administration (MBA), Business Administration, Management and Operations
University of Wisconsin-Whitewater 2000 — 2004
Bachelor of Business Administration (BBA), Finance, General
Joseph Cosma's Wells Fargo Advisors Experience March 2014 - Present
Job Looking For a New Opportunity
Industry Financial Services
Experience
Wells Fargo Advisors March 2014 - Present
Wells Fargo November 2009 - February 2014
DPM / Mellon February 2005 - October 2007
Morgan Stanley May 1984 - January 2004
Morgan Stanley / Dean Witter Reynolds May 1984 - January 2004
Skills
Research, Financial Analysis, Accounting, Forecasting, Securities, Fixed Income, Excel
Education
Centenary College
AA, Business Administration
Wells Fargo Advisors March 2014 - Present
Wells Fargo November 2009 - February 2014
DPM / Mellon February 2005 - October 2007
Morgan Stanley May 1984 - January 2004
Morgan Stanley / Dean Witter Reynolds May 1984 - January 2004
Skills
Research, Financial Analysis, Accounting, Forecasting, Securities, Fixed Income, Excel
Education
Centenary College
AA, Business Administration
Jennifer McGhee's Wells Fargo Advisors Experience July 2011 - July 2012
Job Senior Relationship Banker at Union Bank
Industry Financial Services
Experience
Union Bank February 2005 - Present
Wells Fargo Advisors July 2011 - July 2012
Union Bank February 2005 - July 2011
Skills
Commercial Banking, Banking, Cash Management, Loan Origination, Portfolio Management, Financial Planning, Retail Banking, Small Business, Customer Service, Sales Presentations, Compliance, Outlook, Word, Business Planning, Administrative..., Project Planning, Events Coordination, Calendaring
Education
LA Mission College 2001 — 2005
Associates, Arts
California State University-Northridge
Bachelor’s, Business Management
Union Bank February 2005 - Present
Wells Fargo Advisors July 2011 - July 2012
Union Bank February 2005 - July 2011
Skills
Commercial Banking, Banking, Cash Management, Loan Origination, Portfolio Management, Financial Planning, Retail Banking, Small Business, Customer Service, Sales Presentations, Compliance, Outlook, Word, Business Planning, Administrative..., Project Planning, Events Coordination, Calendaring
Education
LA Mission College 2001 — 2005
Associates, Arts
California State University-Northridge
Bachelor’s, Business Management
Ara Asatourian's Wells Fargo Advisors Experience 2013 - Present
Job Private Banker at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Advisors 2013 - Present
Wells Fargo Bank 2007 - 2013
Home Improvement & Design Center Inc. August 2005 - May 2007
JPMorgan Chase 2007 - 2007
Skills
Loans, Banking, Cross Selling, Financial Analysis, Small Business Lending, Lines Of Credit, Consumer Lending, Commercial Banking, Credit, Funding, Mortgage Lending, SBA, Loan Origination, Series 7, Series 63, Series 6, Investment Banking, Retirement Planning, Investment Advisory, Corporate Finance, Cash Management, Treasury Management, Financial Services, Mortgage Banking, Wealth Management, Portfolio Management, Deposits, Finance, Branch Management, Strategic Financial..., Relationship Management, Underwriting, Mutual Funds, Executive Management, Risk Management, Home Equity, Private Banking, Financial Risk, Asset Based Lending, Retail Banking, Investments, Residential Mortgages, FHA, 401k Rollovers, IRAs, Fixed Annuities, Insurance, VA loans
Education
California State University-Northridge 2001 — 2006
Bachelor of Science, Business Management
Wells Fargo Advisors 2013 - Present
Wells Fargo Bank 2007 - 2013
Home Improvement & Design Center Inc. August 2005 - May 2007
JPMorgan Chase 2007 - 2007
Skills
Loans, Banking, Cross Selling, Financial Analysis, Small Business Lending, Lines Of Credit, Consumer Lending, Commercial Banking, Credit, Funding, Mortgage Lending, SBA, Loan Origination, Series 7, Series 63, Series 6, Investment Banking, Retirement Planning, Investment Advisory, Corporate Finance, Cash Management, Treasury Management, Financial Services, Mortgage Banking, Wealth Management, Portfolio Management, Deposits, Finance, Branch Management, Strategic Financial..., Relationship Management, Underwriting, Mutual Funds, Executive Management, Risk Management, Home Equity, Private Banking, Financial Risk, Asset Based Lending, Retail Banking, Investments, Residential Mortgages, FHA, 401k Rollovers, IRAs, Fixed Annuities, Insurance, VA loans
Education
California State University-Northridge 2001 — 2006
Bachelor of Science, Business Management
Isela Carrillo's Wells Fargo Advisors Experience December 2007 - November 2009
Job Loan officer at Wells Fargo Advisors
Industry Financial Services
Experience
Intersections Inc. March 2012 - Present
Wells Fargo Advisors December 2007 - November 2009
Wells Fargo Advisors December 2006 - November 2009
Skills
Loans, Mortgage Lending, Credit, Investments, Loan Origination, Mortgage Banking, Refinance, Banking, Series 7, Portfolio Management, FHA, Retirement Planning, Residential Mortgages, Credit Analysis, Financial Analysis, Wealth Management, Financial Planning, Series 63, Consumer Lending, Mutual Funds
Education
Central New Mexico Community College 2005 — 2005
N/A, Real Estate
BAS International Business College 1989 — 1991
N/A, Accounting
Intersections Inc. March 2012 - Present
Wells Fargo Advisors December 2007 - November 2009
Wells Fargo Advisors December 2006 - November 2009
Skills
Loans, Mortgage Lending, Credit, Investments, Loan Origination, Mortgage Banking, Refinance, Banking, Series 7, Portfolio Management, FHA, Retirement Planning, Residential Mortgages, Credit Analysis, Financial Analysis, Wealth Management, Financial Planning, Series 63, Consumer Lending, Mutual Funds
Education
Central New Mexico Community College 2005 — 2005
N/A, Real Estate
BAS International Business College 1989 — 1991
N/A, Accounting
Mark Improta's Wells Fargo Advisors Experience April 2014 - Present
Job Senior Associate Wells Fargo
Industry Financial Services
Experience
Wells Fargo Advisors April 2014 - Present
Merrill Lynch October 2008 - March 2014
Education
Central Michigan University 1997 — 2002
Bachelor of Business Administration (B.B.A.), Financial Planning and Services
Wells Fargo Advisors April 2014 - Present
Merrill Lynch October 2008 - March 2014
Education
Central Michigan University 1997 — 2002
Bachelor of Business Administration (B.B.A.), Financial Planning and Services
Brand Meyer's Wells Fargo Advisors Experience March 2009 - Present
Job President Independent Brokerage Group at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors March 2009 - Present
Education
Carnegie Mellon University
Wells Fargo Advisors March 2009 - Present
Education
Carnegie Mellon University
Brandon Bell's Wells Fargo Advisors Experience February 2008 - August 2010
Job Senior Systems Administrator
Industry Information Technology and Services
Experience
Institutional Investment Advisor March 2012 - Present
Benjamin F. Edwards & Co. August 2010 - March 2012
Wells Fargo Advisors February 2008 - August 2010
St. Louis Cardinals / Tecvar, Inc. May 2007 - February 2008
Skills
VMware, Citrix, Cisco Technologies, Team Leadership, Servers, NetApp, Windows Server, Microsoft Exchange, Hyper-V, Cisco UCS, Cisco Nexus, Storage, Security, NAS
Education
Capella University 2010 — 2013
Master of Science, Information Technology, Information Assurance and Security
ITT Technical Institute-Earth City 2006 — 2010
Bachelor of Science, Information Systems Security, Computer Network Systems
Basic Administration for Citrix NetScaler 9.2 2012 — 2012
Onsite Instructor-led Training (5 Day) - Fort Lauderdale, FL
VMware vSphere: Install, Configure, Manage [V5.1] 2013 — 2013
Onsite Instructor-led Training (5 Day) - St. Louis Park, MN
Core Solutions of Microsoft SharePoint Server 2013 2013 — 2013
Remote Instructor-led Training (5 Day)
Guru Labs - LPIC-1 Exam Prep 2014 — 2014
Onsite Instructor-led Training (4 Day) - Centerville, UT, Linux Professional Institute (LPI)
Guru Labs - Enterprise Linux System Administration 2014 — 2014
Onsite Instructor-led Training (5 Day) - Centerville, UT
SecureNinja - CEH (EC-Council Certified Ethical Hacker) 2014 — 2014
Onsite Instructor-led Training (5-Day) - Alexandria, VA
NetApp Accelerated NCDA Boot Camp - Data ONTAP 7-Mode 2015 — 2015
Onsite Instructor-led Training (5-Day) - Houston, TX
SEC504: Hacker Tools, Techniques, Exploits and Incident Handling 2015 — 2015
SANSFire 2015 - Onsite Instructor-led Training (6-Day) - Baltimore, MD
Institutional Investment Advisor March 2012 - Present
Benjamin F. Edwards & Co. August 2010 - March 2012
Wells Fargo Advisors February 2008 - August 2010
St. Louis Cardinals / Tecvar, Inc. May 2007 - February 2008
Skills
VMware, Citrix, Cisco Technologies, Team Leadership, Servers, NetApp, Windows Server, Microsoft Exchange, Hyper-V, Cisco UCS, Cisco Nexus, Storage, Security, NAS
Education
Capella University 2010 — 2013
Master of Science, Information Technology, Information Assurance and Security
ITT Technical Institute-Earth City 2006 — 2010
Bachelor of Science, Information Systems Security, Computer Network Systems
Basic Administration for Citrix NetScaler 9.2 2012 — 2012
Onsite Instructor-led Training (5 Day) - Fort Lauderdale, FL
VMware vSphere: Install, Configure, Manage [V5.1] 2013 — 2013
Onsite Instructor-led Training (5 Day) - St. Louis Park, MN
Core Solutions of Microsoft SharePoint Server 2013 2013 — 2013
Remote Instructor-led Training (5 Day)
Guru Labs - LPIC-1 Exam Prep 2014 — 2014
Onsite Instructor-led Training (4 Day) - Centerville, UT, Linux Professional Institute (LPI)
Guru Labs - Enterprise Linux System Administration 2014 — 2014
Onsite Instructor-led Training (5 Day) - Centerville, UT
SecureNinja - CEH (EC-Council Certified Ethical Hacker) 2014 — 2014
Onsite Instructor-led Training (5-Day) - Alexandria, VA
NetApp Accelerated NCDA Boot Camp - Data ONTAP 7-Mode 2015 — 2015
Onsite Instructor-led Training (5-Day) - Houston, TX
SEC504: Hacker Tools, Techniques, Exploits and Incident Handling 2015 — 2015
SANSFire 2015 - Onsite Instructor-led Training (6-Day) - Baltimore, MD
Rachael Furlough's Wells Fargo Advisors Experience August 2001 - July 2004
Job Mom at Home
Industry Hospitality
Experience
Home August 2007 - Present
BB&T March 2005 - August 2007
Wells Fargo Advisors August 2001 - July 2004
Skills
Personal Financial..., Trust Management, Investments, Child Development, Early Childhood..., Retail Banking
Education
Campbell University 2001 — 2003
Master of Business Administration (M.B.A.), Business
Campbell University 1998 — 2001
Bachelor of Business Administration (B.B.A.), Trust and Investment Management
Home August 2007 - Present
BB&T March 2005 - August 2007
Wells Fargo Advisors August 2001 - July 2004
Skills
Personal Financial..., Trust Management, Investments, Child Development, Early Childhood..., Retail Banking
Education
Campbell University 2001 — 2003
Master of Business Administration (M.B.A.), Business
Campbell University 1998 — 2001
Bachelor of Business Administration (B.B.A.), Trust and Investment Management
Jessica Poeng's Wells Fargo Advisors Experience operational clerkWells Fargo AdvisorsMarch 2013 - Present
Job Operations Clerk at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors operational clerkWells Fargo AdvisorsMarch 2013 - Present
Wells Fargo November 2009 - March 2013
Riverside Community College August 2008 - January 2010
Skills
Loans, Credit, Banking
Education
California State University-San Marcos - College of Business Administration
Riverside Community College
Associate's degree
Wells Fargo Advisors operational clerkWells Fargo AdvisorsMarch 2013 - Present
Wells Fargo November 2009 - March 2013
Riverside Community College August 2008 - January 2010
Skills
Loans, Credit, Banking
Education
California State University-San Marcos - College of Business Administration
Riverside Community College
Associate's degree
Craig Spry's Wells Fargo Advisors Experience January 2001 - December 2003
Job CERTIFIED FINANCIAL PLANNER™ Professional and Financial Services Representative
Industry Investment Management
Experience
MetLife June 2011 - June 2015
Kovack Securities June 2005 - June 2011
Bank of America December 2003 - June 2005
Wells Fargo Advisors January 2001 - December 2003
Skills
Series 63, Securities, Investments, Portfolio Management, Series 65, Management, Training, Financial Goals, Retirement Planning, Mutual Funds, Retirement, Insurance, Fixed Annuities, Asset Allocation, 401k, IRAs, Life Insurance, Investment Strategies, Estate Planning, Disability Insurance, Alternative Investments, Asset Management, Equities, Fixed Income, Variable Annuities, 401k Rollovers, Bonds, Investment Advisory..., Financial Advisory..., Long Term Care Insurance, Financial Advisory
Education
UNCC 1991 — 1996
Bachelor of Science (BS), Finance
Catawba College 1990 — 1991
General Studies, Finance, General
MetLife June 2011 - June 2015
Kovack Securities June 2005 - June 2011
Bank of America December 2003 - June 2005
Wells Fargo Advisors January 2001 - December 2003
Skills
Series 63, Securities, Investments, Portfolio Management, Series 65, Management, Training, Financial Goals, Retirement Planning, Mutual Funds, Retirement, Insurance, Fixed Annuities, Asset Allocation, 401k, IRAs, Life Insurance, Investment Strategies, Estate Planning, Disability Insurance, Alternative Investments, Asset Management, Equities, Fixed Income, Variable Annuities, 401k Rollovers, Bonds, Investment Advisory..., Financial Advisory..., Long Term Care Insurance, Financial Advisory
Education
UNCC 1991 — 1996
Bachelor of Science (BS), Finance
Catawba College 1990 — 1991
General Studies, Finance, General
Charles Huffstetler's Wells Fargo Advisors Experience 2005 - 2010
Job
Industry Banking
Experience
Wells Fargo Advisors 2005 - 2010
Federal Reserve Bank of Richmond 1995 - 2004
Merrill Lynch 1993 - 1995
Federal Reserve Bank of San Francisco 1974 - 1992
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Pacific Coast Banking School at the University of Washington 1984 — 1986
Graduate, Commercial Banking
California State University-Northridge 1967 — 1970
Bachelor of Arts (B.A.), Geography
Wells Fargo Advisors 2005 - 2010
Federal Reserve Bank of Richmond 1995 - 2004
Merrill Lynch 1993 - 1995
Federal Reserve Bank of San Francisco 1974 - 1992
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Pacific Coast Banking School at the University of Washington 1984 — 1986
Graduate, Commercial Banking
California State University-Northridge 1967 — 1970
Bachelor of Arts (B.A.), Geography
Leslie Crosby's Wells Fargo Advisors Experience September 2013 - Present
Job Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors September 2013 - Present
Edward Jones November 2008 - September 2013
American Funds May 2005 - November 2008
Education
Campbell University 1999 — 2004
Bachelor of Business Administration (BBA), Wills Estates and Trusts
Strayer University (VA) 2006 — 2008
Master of Business Administration (MBA), Human Resources Management and Services
Wells Fargo Advisors September 2013 - Present
Edward Jones November 2008 - September 2013
American Funds May 2005 - November 2008
Education
Campbell University 1999 — 2004
Bachelor of Business Administration (BBA), Wills Estates and Trusts
Strayer University (VA) 2006 — 2008
Master of Business Administration (MBA), Human Resources Management and Services
Carlton White's Wells Fargo Advisors Experience December 2005 - Present
Job Branch Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors December 2005 - Present
Education
Catawba College 1972 — 1976
Bachelor of Arts (B.A.), Chemistry
Wells Fargo Advisors December 2005 - Present
Education
Catawba College 1972 — 1976
Bachelor of Arts (B.A.), Chemistry
Eric Whipple's Wells Fargo Advisors Experience March 2013 - Present
Job Associate Vice President Investements at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors March 2013 - Present
Morgan Stanley January 2012 - March 2013
Smith Barney Brokerage Firm March 2007 - January 2013
ZF TRW January 2002 - March 2007
Education
Central Michigan University 1991 — 1996
Bachelor of Science (B.S.), Economics
Wells Fargo Advisors March 2013 - Present
Morgan Stanley January 2012 - March 2013
Smith Barney Brokerage Firm March 2007 - January 2013
ZF TRW January 2002 - March 2007
Education
Central Michigan University 1991 — 1996
Bachelor of Science (B.S.), Economics
Starwood Hotels & Resorts Worldwide, Inc.
Wells Fargo Advisors, LLC
Raytheon Missile Systems
Starwood Hotels & Resorts
Wachovia Securities, LLC
Carestream Health
Pershing
NEC Corporation of America