Wells Fargo Advisors

Industry: Subsidiary

Description

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

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

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

Wells Fargo Advisors Employees

Employee
Years
Job
Industry
Nyoka Richards-Moise Nyoka Richards-Moise New York, New York Details
Nyoka Richards-Moise's Wells Fargo Advisors Experience 2010 - March 2012
Job Chase Private Client at JPMorgan Chase & Co.
Industry Banking
Experience
JPMorgan Chase & Co.   March 2013 - Present
Chase Investment Services Corp.  March 2012 - Present
Wells Fargo Advisors   2010 - March 2012
Chase  2007 - 2010
Capital One  2004 - 2007

Skills
Microsoft Office, Word, Customer Relations, PowerPoint, Excel, Client Relationship..., Partner Relationship..., Series 6, Series 63, Life Insurance, Notary Public, Microsoft Word, CRM, Microsoft Excel, Customer Service, Financial Analysis, Portfolio Management, Credit, Relationship Management, Sales, Securities, Financial Services, Retirement Planning, Loan Origination, Life, Consumer Lending, Loans, Finance, Partner Management, Financial Modeling

Education
Brooklyn College
Bachelor of Science (BS), Business, Management, and Finance

Joshua D. Burns Joshua D. Burns Cedar Rapids, Iowa Area Details
Joshua D. Burns's Wells Fargo Advisors Experience March 2015 - Present
Job Licensed Banker at Wells Fargo NMLSR ID: 714720
Industry Retail
Experience
Wells Fargo  March 2015 - Present
Wells Fargo Advisors   March 2015 - Present
Wells Fargo  January 2014 - Present
Wells Fargo  January 2013 - January 2014
Wells Fargo  May 2011 - February 2013
Sprint Nextel  May 2006 - September 2010

Skills
Mortgage Lending, Loan Origination, Credit, Loans, Finance, Sales, Banking, Customer Service, Sales Management, Consumer Lending, Mortgage Banking, Credit Analysis, Retail Banking, Customer Satisfaction, Commercial Banking, Small Business Lending, Refinance, FHA, Cross Selling, Residential Mortgages, Risk Management, Deposits, Mortgage Servicing, Lines Of Credit, Relationship Management, Home Equity Loans, Microsoft Excel, VA loans, Financial Analysis

Education
Coe College   2007 — 2011
Bachelor of Arts (B.A.), Business Administration and Management, General

Angela N. Mauldin, MSL Angela N. Mauldin, MSL Charlotte, North Carolina Area Details
Angela N. Mauldin, MSL's Wells Fargo Advisors Experience 1999 - 2000
Job Director of Procurement at Johnson C. Smith University
Industry Education Management
Experience
Johnson C. Smith University  October 2013 - Present
Johnson C. Smith University  January 2012 - October 2013
Regions Financial Corporation  2007 - 2011
BB&T  2005 - 2007
United Way of Central Carolinas  2000 - 2005
Wells Fargo Advisors   1999 - 2000
PNC  1995 - 1999

Skills
Program Development, Community Development, Volunteer Management, Leadership, Team Building, Customer Service, Philanthropy, Analysis, Budgets, Coaching, Marketing Communications, Organizational..., Program Management, Higher Education, Media Relations, Project Planning, Microsoft Office, Marketing, Proposal Writing, Research, Sales, Social Networking, Training

Education
Pfeiffer University   2000 — 2002

Case Western Reserve University - Weatherhead School of Management

Cleveland State University

Ernie Wright, CFP® Ernie Wright, CFP® Clemson, South Carolina Details
Ernie Wright, CFP®'s Wells Fargo Advisors Experience 2007 - June 2014
Job Branch Manager, Senior Vice President Investments, Wright Wealth Management Group at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   June 2014 - Present
Wells Fargo Advisors   2007 - June 2014
A.G. Edwards & Sons, Inc.   September 1995 - 2007
A.G. Edwards & Sons, Inc.   1981 - September 1995

Skills
Wealth Management, Retirement Planning, Investment Strategies, Asset Allocation, Portfolio Management, Investments, Life Insurance, Mutual Funds, Alternative Investments, Securities, Strategic Planning, Business Strategy, Budgets, Series 7

Education
Clemson University - College of Business and Behavioral Science   1969 — 1977
Bachelor of Science (B.S.), Financial Management

Clemson University - College of Business and Behavioral Science   1969 — 1977
Bachelor of Science (BS), Finance and Financial Management Services

Chester High School   1965 — 1969
high school diploma

Kelly Clarke Kelly Clarke Newport Beach, California Details
Kelly Clarke's Wells Fargo Advisors Experience June 2012 - August 2012
Job Business Development & Sponsorship Sales at Sports 1 Marketing
Industry Marketing and Advertising
Experience
Sports 1 Marketing  April 2015 - Present
Sports 1 Marketing  October 2014 - March 2015
Orange Glad   February 2014 - May 2014
JusCollege  May 2013 - May 2014
TableTopics   May 2012 - May 2014
JusCollege  May 2013 - August 2013
Wells Fargo Advisors   June 2012 - August 2012
TableTopics   June 2005 - August 2011

Skills
Social Networking, Marketing, Leadership, Entrepreneurship, Time Management, Event Management, Teamwork, Management, Marketing Strategy, Social Media Marketing, Team Leadership, Market Research, PowerPoint, Microsoft Excel, Photoshop, Event Planning, Communication, Social Media, Collaboration, Facebook, Client Relations

Education
Chapman University, The George L. Argyros School of Business and Economics   2010 — 2014
Business Administration- Emphasis in Entrepreneurship and Finance, Minor in Leadership and Organization Studies

Semester At Sea   2010 — 2012

Reese Hunter Clark, Jr. Reese Hunter Clark, Jr. San Francisco, California Details
Reese Hunter Clark, Jr.'s Wells Fargo Advisors Experience May 2012 - Present
Job AVP, Assoc. Wealth Advisor, The Private Bank, San Francisco
Industry Financial Services
Experience
Wells Fargo- The Private Bank  August 2014 - Present
Wells Fargo Advisors   May 2012 - Present
Wells Fargo  May 2010 - May 2012

Education
Clemson University   2005 — 2010
Bachelor of Science (BS), Marketing

Jared Robertson Jared Robertson Westlake, Ohio Details
Jared Robertson's Wells Fargo Advisors Experience October 2012 - October 2014
Job Financial Professional
Industry Financial Services
Experience
Charles Schwab  November 2014 - Present
Wells Fargo Advisors   October 2012 - October 2014
UPS  April 2001 - October 2012
US Army  March 2002 - March 2004

Skills
Series 7, Series 66, Life and Health...

Education
Cleveland State University   2006 — 2012
Bachelor of Arts (B.A.), Economics

Beau Kelley Beau Kelley Tacoma, Washington Details
Beau Kelley's Wells Fargo Advisors Experience March 2014 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   March 2014 - Present
Wells Fargo Advisors   August 2013 - March 2014

Skills
Financial Analysis, Finance, Retirement Planning, Investments, Financial Services, Asset Allocation, Wealth Management, Investment Strategies, Microsoft Excel, Investment Planning, Risk Management

Education
Central Washington University   2009 — 2013
Bachelor of Science (B.S.), Managerial Economics

David Dugan,CFP® David Dugan,CFP® Marblehead, Massachusetts Details
David Dugan,CFP®'s Wells Fargo Advisors Experience January 2008 - October 2010
Job Comprehensive retirement and investment planning
Industry Financial Services
Experience
Investors Capital  November 2013 - Present
Winslow, Evans & Crocker   October 2010 - November 2013
Wells Fargo Advisors   January 2008 - October 2010
A.G. Edwards & Sons, Inc.   February 2003 - January 2008

Skills
Financial Planning, Investment Management, Retirement Plans, 401(k), Wealth Management, Tax Planning, Estate Planning, Retirement Income..., Income Planning, Insurance and Annuities, College Education..., Mutual Funds, Stocks, Bonds, Options, Employee Stock Options, Rollovers

Education
College for Financial Planning

Lee Muse Lee Muse Orange County, California Area Details
Lee Muse's Wells Fargo Advisors Experience August 2007 - December 2007
Job Supply Chain Analyst at Highway Two LLC
Industry Investment Management
Experience
Highway Two LLC   October 2014 - Present
Highway Two LLC   May 2014 - Present
Independent Investor  January 2004 - December 2014
CashCall Mortgage Cycling Team   March 2010 - March 2014
IntriPlex Technologies  August 2009 - February 2010
Janes Capital Partners  February 2009 - February 2010
Merrill Lynch  August 2008 - December 2008
Wells Fargo Advisors   August 2007 - December 2007
Student Investment Fund, University of the Pacific   January 2007 - August 2007

Skills
Financial Analysis, Finance, Financial Modeling, Investments, Data Analysis, Valuation, Due Diligence, Strategic Planning, Microsoft Excel, Marketing, Research, Market Research, Inventory Planning, SQL, Supply Chain Management, Purchasing, SAP, Management, Corporate Finance, Investment Strategies, Asset Managment, Alternative Investments, Cycling, Capital IQ, Sports Nutrition, PowerPoint, Thompson One

Education
Chapman University, The George L. Argyros School of Business and Economics   2007 — 2009
Master of Business Administration (MBA), Finance

University of the Pacific - Eberhardt School of Business   2003 — 2007
Bachelor of Science (BS), Business Administration and Finance

Jess Marczak Jess Marczak Vancouver, Washington Details
Jess Marczak's Wells Fargo Advisors Experience June 2003 - December 2003
Job Pet Sitter
Industry Consumer Services
Experience
Working for myself  March 2004 - Present
Walmart  October 2008 - December 2008
Wells Fargo Advisors   June 2003 - December 2003

Skills
Microsoft Office, Customer Service, HTML, Microsoft Excel, Microsoft Word, Pets, Call Centers, Public Relations, English, Healthcare, Dogs, Small Business

Education
Evergreen High School   1991 — 1994
General Study, Banking and Financial Support Services

Clark College
Undeclared, General Studies

Bruce Jia Bruce Jia Greater Minneapolis-St. Paul Area Details
Bruce Jia's Wells Fargo Advisors Experience November 2009 - May 2011
Job
Industry Financial Services
Experience
Bruce Jia & Associates, LLC.   June 2013 - Present
Aon Benfield  June 2012 - June 2013
Ameriprise Financial Services, Inc.   November 2011 - June 2012
UnitedHealthcare, Medicare & Retirement   April 2011 - November 2011
Wells Fargo Advisors   November 2009 - May 2011
Many, Many Places   1994 - 2010
Young America Corporation  2008 - 2009
UnitedHealth Group  May 2006 - August 2008
Wells Fargo  July 2000 - May 2006

Skills
Strategic Planning, Six Sigma, Analysis, Product Development, Process Improvement, Microsoft Office, Problem Solving, Negotiation, Mergers, Business Planning, Integration, Continuous Improvement, Healthcare, Business Analysis, Team Building, Process Engineering, Operations Management, Business Strategy, New Business Development, Change Management, Contract Negotiation, Budgeting, Program Management, Cross-functional Team..., Start-ups, Financial Analysis, Strategy

Education
University of Notre Dame   1998 — 2000
MBA

Northwestern University School of Law   1995 — 1996
LL. M

China University of Political Science and Law   1991 — 1994
Master of Law

Chester Primmer Chester Primmer Orange County, California Area Details
Chester Primmer's Wells Fargo Advisors Experience July 2009 - June 2011
Job Project Analyst at Preferred Ceilings
Industry Construction
Experience
Preferred Ceilings   July 2011 - Present
Wells Fargo Advisors   July 2009 - June 2011
Union Banc Investment Services  September 2002 - June 2009
Merrill Lynch  January 2001 - October 2001

Education
Chapman University
Bachelor of Arts (B.A.), Economics

Holy Cross College
Associate's Degree, Business

Rob Shealy Rob Shealy Columbia, South Carolina Area Details
Rob Shealy's Wells Fargo Advisors Experience February 2010 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   February 2010 - Present
Wells Fargo Advisors   February 2010 - Present
South Carolina Army National Guard  August 1998 - October 2011
Bank of America  October 1993 - February 2010

Skills
Retirement Planning, Financial Advisory, Finance, Analysis, Strategy, Financial Analysis, Loans, Credit, Insurance, Equities, Estate Investment..., Mutual Funds, Investments, Asset Allocation, Series 7, Public Speaking, Strategic Planning, Risk Management, Negotiation, Wealth Management, Customer Service

Education
University of South Carolina-Columbia   2005 — 2006
Certificate, Financial Planning

Clemson University   1988 — 1992
Bachelor of Science, Financial Management

Yankel Fernandez Yankel Fernandez New York, New York Details
Yankel Fernandez's Wells Fargo Advisors Experience 1999 - 2011
Job Account Manager at Arroba Communications
Industry Financial Services
Experience
Arroba Communications   2013 - Present
Charles Morgan Securities, Inc.   2012 - 2012
Wells Fargo Advisors   1999 - 2011

Skills
DTC, Securities, Management, Trading, Cross-functional Team..., Series 7, Options, Customer Service, Data Analysis, Finance, Training, Microsoft Office, Equities, Financial Services, Fixed Income, Microsoft Word, Project Management, Risk Management, Sales

Education
City University of New York City College   2008 — 2015
Bachelor of Applied Science (BASc), Applied Mathematics, Senior

Rochester Institute of Technology   1992 — 1996
Packaging Science

Lionel Shaw Lionel Shaw San Francisco Bay Area Details
Lionel Shaw's Wells Fargo Advisors Experience June 2011 - October 2012
Job Registered Principal, CWS, Summit Financial Group, LLC
Industry Financial Services
Experience
Summit Brokerage Services, Inc.   July 2012 - Present
Wells Fargo Advisors   June 2011 - October 2012
First Allied Securities  March 2004 - July 2011
Wells Fargo Advisors   2001 - 2004
Hoefer & Arnett, Inc.   January 1998 - 2001
JP Morgan  1997 - 1998

Skills
Investments, Equities, Investment Advisory, Series 7, Hedge Funds, Mutual Funds, Securities, Private Equity, Bonds, ETFs, Venture Capital, Wealth Management..., Finance, Fundraising, Wealth Management, Alternative Investments, Retirement Planning, Series 63, Strategic Financial..., Portfolio Management, Series 9 & 10, Banking, Trading, Asset Management, Insurance, Financial Advisory, Brokerage, Estate Planning, Wealth, Investment Strategies, Investment Management, Investment Banking, Valuation, 401k, High Net Worth..., Options, Fixed Income, Series 65, Capital Markets, Financial Services

Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management   1995 — 1997
MBA, Finance

Occidental College   1985 — 1989
BA, English Literature, Thomas Hardy and DH Lawrence

Victor Bernardez Victor Bernardez Vacaville, California Details
Victor Bernardez's Wells Fargo Advisors Experience July 2005 - January 2006
Job housekeeper at Kaiser Permanente
Industry Hospital & Health Care
Experience
Kaiser Permanente  August 2010 - Present
Wells Fargo Advisors   July 2005 - January 2006
State Bar of California  November 2000 - July 2005

Education
City College of San Francisco   1996 — 1999
Bachelor's degree, Criminal Justice/Safety Studies

Jeremy Markowitz Jeremy Markowitz New York, New York Details
Jeremy Markowitz's Wells Fargo Advisors Experience October 2008 - Present
Job Sr. Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   October 2008 - Present
Morgan Stanley  January 2008 - October 2008

Skills
Asset Allocation, Financial Advisory, Financial Services, Investments, Microsoft Office, Municipal Bonds, Mutual Funds, Retirement, Securities, Stocks

Education
City University of New York-Brooklyn College   2004 — 2007
Bachelor of Science (B.S.), Business Management and Finance

Tony Mattera Tony Mattera Richmond, Virginia Area Details
Tony Mattera's Wells Fargo Advisors Experience May 2000 - Present
Job SVP, Communications, Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   May 2000 - Present
SunTrust Bank (formerly Crestar Bank)   August 1990 - May 2000
Marine Midland (now HSBC)   September 1981 - August 1990
New York State Bankers Association   September 1979 - September 1981
American Banker  September 1976 - September 1979

Skills
Corporate Communications, Internal Communications, Public Relations, Copywriting, Press Releases, Humor, Editing

Education
City University of New York-Brooklyn College   1972 — 1976
BA, TV-Radio Production

Judy Ross Judy Ross Greater Atlanta Area Details
Judy Ross's Wells Fargo Advisors Experience February 2001 - March 2010
Job Wealth Manager at J. Thompson Ross Investments
Industry Financial Services
Experience
J. Thompson Ross Investments   March 2010 - Present
Wells Fargo Advisors   February 2001 - March 2010
First Union National Bank  July 1988 - June 2000

Skills
Wealth Management, Retirement Planning, Investments, Mutual Funds, Asset Allocation, Portfolio Management, Finance, Series 7, Strategic Financial..., Investment Advisory, Financial Analysis, Financial Advisory, Financial Planning, Leadership, Management

Education
Clemson University   1984 — 1988
Bachelor's of Science, Accounting

Ben White, III Ben White, III Jacksonville, Florida Details
Ben White, III's Wells Fargo Advisors Experience May 2008 - December 2010
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge  March 2015 - Present
Bank of America Merrill Lynch  June 2012 - March 2015
Bank of America Merrill Lynch  July 2011 - June 2012
Sigma Alpha Epsilon Fraternity  December 2009 - December 2010
Wells Fargo Advisors   May 2008 - December 2010

Skills
Leadership, Management, Financial Analysis, Portfolio Management, Banking, Investments, Business Strategy, Marketing, Hold Series 7 - General..., Series 66 - Uniform..., Financial Modeling, Finance, Data Analysis, Accounting, Risk Management, Corporate Finance, Financial Services, Microsoft Excel

Education
Clemson University   2007 — 2011
Bachelor of Science, Financial Management; Concentration: Corporate

Brad Ostermann Brad Ostermann Richmond, Virginia Details
Brad Ostermann's Wells Fargo Advisors Experience December 2014 - Present
Job Mutual Funds Specialist at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   December 2014 - Present
National Fraternity of Kappa Delta Rho, Inc.   August 2012 - July 2014
Central Business Consultants, Inc.   July 2012 - October 2012
Ferguson Center for the Arts  August 2010 - May 2012
Christopher Newport University  August 2007 - May 2012

Skills
Event Planning, Facebook, Customer Service, Data Entry, Microsoft Office, Public Speaking, PowerPoint, Social Media, Microsoft Word, Microsoft Excel, Social Networking, Teamwork, Critical Thinking, Higher Education, Leadership, Time Management, Recruiting

Education
Christopher Newport University   2007 — 2011
Bachelor of Science (B.S.), Business Administration, Management

Millicent P. Eubanks Millicent P. Eubanks Washington D.C. Metro Area Details
Millicent P. Eubanks's Wells Fargo Advisors Experience July 2010 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   July 2010 - Present
Merrill Lynch  May 2006 - August 2010
Smith Barney  1989 - 2006
Bowie State University  1988 - 1989
Don Tennant Advertising   1986 - 1988
Beatrice U.S. Food Corp   1984 - 1986
Leo Burnett Company  1981 - 1983
Atlanta Journal-Constitution, Atlanta Newspapers, Inc   1980 - 1981

Skills
Asset Allocation, Retirement Planning, Estate Planning, Investments, Mutual Funds, Wealth Management, Financial Goals, Strategic Financial..., Separately Managed..., Education Funding, Investment Management, Investment Advisory, Asset Managment, Asset Transfer..., Investment and..., Wealth Preservation..., 401k Rollovers, Risk Management, Deferred Compensation..., Tax Efficient..., Endowments and..., Endowments and..., Investment Management..., Variable and Fixed..., Insurance - Life,...

Education
Georgetown University   2005 — 2005
Advanced Certficate, Financial Planning

Clark Atlanta University   1979 — 1981
MBA, Marketing

Spelman College   1974 — 1978
BA, Political Science, English

Heidi Holloway Heidi Holloway Norfolk, Virginia Area Details
Heidi Holloway's Wells Fargo Advisors Experience January 2008 - April 2010
Job Technology Business Consultant with Electronic Systems, Inc. (ESI)
Industry Information Technology and Services
Experience
Arbonne International LLC  March 2015 - Present
Electronic Systems, Inc.   August 2014 - Present
Enterprise Fleet Management  May 2012 - August 2014
Enterprise Rent-A-Car  June 2010 - May 2012
Wells Fargo Advisors   January 2008 - April 2010
BB&T  May 2004 - December 2005
Poquoson Seafood House   December 2001 - July 2005

Skills
Long-term Customer..., Strategic Business..., Business Analysis, B2B, Customer Satisfaction, Business Workflows, Managed Print Services, Sales, Fleet Management, Management, Direct Sales, Sales Process, Marketing, Customer Retention, Sales Management, New Business Development, Sales Presentations, Fleet Operations, Cost Control, Customer Experience, Teamwork, Business Process..., Business Planning, Technology Consulting, Leadership, Problem Solving, Communication, Software, Workflow Software, Partnerships, Business Strategy, Team-oriented, Consultants, Account Management, Customer Service, Strategic Planning, Business Development, Solution Selling

Education
Christopher Newport University   2003 — 2007
Bachelor of Science in Business Administration, Business Management

Poquoson High School   1999 — 2003

Poquoson High School   1999 — 2003

Poquoson High School   1999 — 2003

Cindy Boyle Cindy Boyle Landrum, South Carolina Details
Cindy Boyle's Wells Fargo Advisors Experience February 2013 - Present
Job Senior Financial Advisor at Wells Fargo Advisors Financial Network, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   February 2013 - Present
Raymond James Financial Inc.  January 1986 - February 2013
Smith Barney, Harris Upham & Co., Inc.   January 1979 - January 1986

Skills
Wealth Preservation..., Financial Advisory, Concentrated Stock..., Profit Sharing Plans

Education
Clemson University
Master of Business Administration (MBA)

Furman University
Bachelor of Arts (BA)

Nicholas Seney Nicholas Seney New York, New York Details
Nicholas Seney's Wells Fargo Advisors Experience September 2013 - January 2014
Job Investment Analyst at Advance Publications Inc.
Industry Investment Management
Experience
Advance Publications Inc.  August 2014 - Present
Biagio’s Florist   January 2012 - July 2014
Wells Fargo Advisors   September 2013 - January 2014
Biltmore Capital Advisors  January 2013 - May 2013

Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Public Speaking, Facebook, Event Planning, Research, Social Media, People Skills, Sales, Public Relations, First Aid, Financial Analysis

Education
Rutgers, The State University of New Jersey-New Brunswick   2012 — 2014
Bachelor of Science (B.S.), Finance

Clemson University   2010 — 2011

Eric Edson, CPC Eric Edson, CPC Orange County, California Area Details
Eric Edson, CPC's Wells Fargo Advisors Experience March 2007 - July 2010
Job Principal, Practice Solutions, Inc.
Industry Financial Services
Experience
Practice Solutions, Inc.   July 2010 - Present
Wells Fargo Advisors   March 2007 - July 2010
Wells Fargo Advisors   January 1992 - July 2008
US Army  October 1985 - January 1992

Skills
Investment Advisory, Asset Allocation, Financial Advisory, Strategic Financial..., Investment Management, Valuation, Recruiting, Banking, Mutual Funds, Asset Management, Training, Investment Strategies, Equities, Wealth Management, Finance, Management, Risk Management, Retirement Planning, Portfolio Management, Financial Services, Securities, Investments, Series 63, Alternative Investments, Relationship Management, Series 7, Hedge Funds, Fixed Income, Retirement, Capital Markets, Wealth Management..., 401k, Bonds, FINRA, Uniform Combined State..., Fixed Annuities, ETFs, Private Banking, Wealth, Estate Planning, Negotiation, Contract Negotiation, Coaching, High Net Worth..., Financial Planning

Education
Chaminade University of Honolulu   1986 — 1989
Business

Irvine Valley College
Associate of Arts (AA), Social and Behavioral Sciences, Magna Cum Laude

Drew Albert Drew Albert Dallas, Texas Details
Drew Albert's Wells Fargo Advisors Experience May 2011 - August 2011
Job Associate at NGP Global Agribusiness Partners
Industry Venture Capital & Private Equity
Experience
NGP Global Agribusiness Partners   May 2015 - Present
The Boston Consulting Group  August 2013 - May 2015
Wells Fargo Advisors   May 2011 - August 2011

Skills
Management Consulting, Financial Modeling, Corporate Finance, Business Strategy, Financial Analysis, Social Media, Public Speaking, Data Analysis, Finance

Education
The University of Texas at Austin   2009 — 2013
Bachelor of Business Administration (BBA)

Charles University in Prague   2012 — 2012
Semester Abroad

LaTrice Robinson LaTrice Robinson Bolivia, North Carolina Details
LaTrice Robinson's Wells Fargo Advisors Experience 2012 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo Advisors   2012 - Present

Skills
Microsoft Office, Microsoft Excel, Event Planning, Customer Service, Community Outreach, Fundraising, Leadership, PowerPoint, Public Speaking, Research

Education
Chowan University   2005 — 2010
Bachelor of Applied Science (BASc), Clinical Psychology

Bennett Gordon, CFP®, CFA® NMLS 1082227 Bennett Gordon, CFP®, CFA® NMLS 1082227 Boca Raton, Florida Details
Bennett Gordon, CFP®, CFA® NMLS 1082227's Wells Fargo Advisors Experience November 2011 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   November 2011 - Present
Oppenheimer & Co.   May 2006 - November 2011
Charles Schwab  September 1999 - April 2006

Skills
Asset Allocation, Financial Advisory, Financial Services, Investment Planning, Investment Strategies, Retirement Planning, Risk Management, Strategic Planning, Tax-Efficient Strategies, Wealth Preservation...

Education
College for Financial Planning   2014 — 2016
Master's Degree, Personal Financial Planning

Columbia College (NY)   1982 — 1986
AB, English

Rick Balmaseda, CFP® Rick Balmaseda, CFP® Danbury, Connecticut Details
Rick Balmaseda, CFP®'s Wells Fargo Advisors Experience January 2008 - February 2011
Job Investing Experience for over 33 years
Industry Investment Management
Experience
Benjamin F. Edwards & Co.   February 2011 - Present
Wells Fargo Advisors   January 2008 - February 2011
Wachovia Securities  January 2003 - January 2008
Prudential Securities  March 1984 - January 2003
Moseley,Hallgarten,Estabrook, and Weeden, Inc.   August 1981 - March 1984

Skills
Retirement Income..., Retirement Planning, Wealth Management

Education
Colgate University   1976 — 1980
Social Relations

Ted Eckert Ted Eckert Newport News, Virginia Details
Ted Eckert's Wells Fargo Advisors Experience April 2011 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   April 2011 - Present
RetireWell Financial Services   January 2005 - April 2011
ING  April 1997 - January 2005

Skills
Retirement Planning, 401k, Retirement, Defined Contribution, Retirement Plan..., Mutual Funds, Finance, Wealth Management, Financial Services, Portfolio Management

Education
Christopher Newport University   1984 — 1989
BSBA, Marketing and Management

Sheila Nishanian-Mahon Sheila Nishanian-Mahon Greater New York City Area Details
Sheila Nishanian-Mahon's Wells Fargo Advisors Experience August 2011 - February 2012
Job Sr. Executive Assitant Office of the General Counsel at KPMG US
Industry Financial Services
Experience
KPMG US  August 2013 - Present
WILD BIRD FUND   September 2010 - October 2013
High 5 Games  April 2012 - July 2012
Wells Fargo Advisors   August 2011 - February 2012
Wells Fargo  June 2011 - July 2011
PERSHING  March 2011 - May 2011
UNITED STATES CENSUS BUREAU  April 2010 - June 2010
Deloitte  June 2004 - May 2009
AMERICAN EXPRESS TAX & BUSINESS SERVICES  January 2004 - March 2004
Legal Options (Paul Weiss)   September 2003 - November 2003

Skills
Administrative Support, Microsoft Office, Business Travel, Community Service, Lotus Notes, Animal Welfare, Pet Care, Concur, Volunteer Coordination, Paralegal, Customer Relations, Teamwork, Event Planning, Data Entry, Problem Solving, Administrative..., Customer Service, Office Management, Community Outreach, Outlook, Volunteer Management, Birds, Pets, Spreadsheets, Time Management, Social Networking, Social Media, Organization, Facebook, Wildlife

Education
New York Paralegal School   2001 — 2002

City University of New York-Hunter College
BA, Political Science/Pre Law

Raymond Patraw, AAMS Raymond Patraw, AAMS Syracuse, New York Area Details
Raymond Patraw, AAMS's Wells Fargo Advisors Experience May 2005 - Present
Job Financial Advisor | Vice President Investments at Demo/Patraw Financial Services Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   May 2005 - Present

Skills
Investments, Mutual Funds, Investment Strategies, Wealth Management, Retirement Planning, Long Term Care Insurance, Financial Services, 401k Rollovers

Education
Clarkson University   1988 — 1990
Master of Science, Management Systems

Rochester Institute of Technology   1984 — 1987
Bachelor of Science, Manufacturing Engineering

St. Lawrence Central

Anand (Andy) Chan-Sui Anand (Andy) Chan-Sui Mooresville, North Carolina Details
Anand (Andy) Chan-Sui's Wells Fargo Advisors Experience 2009 - 2011
Job VP Mineral Analytics
Industry Information Technology and Services
Experience
Baltic Exploration   June 2012 - Present
Bank of America  September 2011 - June 2012
Tek Systems  October 2008 - August 2011
Wells Fargo Advisors   2009 - 2011
JP Morgan Chase  1998 - 2003
Barclays Bank PLC  1994 - 1998
Bank Austria Creditanstalt d.d. Ljubljana   1990 - 1994
Arab Bank Ltd   1988 - 1990
Manufacturers Hanover Trust  1986 - 1988

Skills
Requirements Gathering, SharePoint, Visio, Data Modeling, SQL, Data Warehousing, Agile Methodologies, Access, Project Management, SDLC, Systems Analysis, Metadata Management, Risk Management, Data Analysis, Process Improvement, Business Analysis

Education
City University of New York-Brooklyn College   1977 — 1985

Christopher K. Cumberbatch, PMP Christopher K. Cumberbatch, PMP Charlotte, North Carolina Area Details
Christopher K. Cumberbatch, PMP's Wells Fargo Advisors Experience December 2009 - June 2010
Job VP Technical Project Solutions Consultant at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America  September 2014 - September 2015
Bank of America  February 2013 - September 2014
Bank of America  April 2012 - August 2012
Bank of America  April 2011 - April 2012
Bank of America  June 2010 - December 2010
Wells Fargo Advisors   December 2009 - June 2010
Dell  November 2008 - July 2009
Textron Financial  June 2008 - August 2008
HSBC  December 2002 - December 2007
Household International  December 1999 - December 2002

Skills
SDLC, Vendor Management, Training, Sarbanes-Oxley Act, Requirements Gathering, Cross-functional Team..., E-commerce, Visio, Process Improvement, PMP, Crystal Reports, Change Management, Business Analysis, Strategic Planning, Loan Servicing, Product Marketing, Electronic Payments, Integration, MS Project, Software Documentation, Risk Management, Project Management, Resource Management, Program Management, Project Portfolio..., Project Planning, Leadership, Management, Analysis, IT Service Management, Microsoft Project, CRM

Education
City University of New York-Hunter College   1982 — 1984

University at Buffalo   1980 — 1984

Laguardia Community College   1978 — 1981
AAS, Data Processing / Accounting

August Martin H.S.   1974 — 1978
Diploma

Christ the King

PMI Metrolina

James Ruffin James Ruffin Richmond, Virginia Area Details
James Ruffin's Wells Fargo Advisors Experience November 2012 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   November 2012 - Present
Wells Fargo Advisors, LLC  October 2010 - November 2012
SunTrust Investment Services  June 2008 - October 2010
Edward Jones Investments  June 2007 - June 2008

Skills
Series 7, Series 63, Portfolio Management, Mutual Funds, Uniform Combined State..., Wealth Management, Financial Analysis, Asset Allocation, Financial Modeling, Finance, Risk Management, Due Diligence, Strategic Planning, Retirement Planning, Alternative Investments, Investments

Education
University of Virginia Darden School of Business   2014 — 2016
Master of Business Administration (MBA)

Clemson University   2000 — 2005
BA, Psychology, Sociology

Woodberry Forest School   1996 — 2000
Diploma

Ariana Martin Ariana Martin San Francisco Bay Area Details
Ariana Martin's Wells Fargo Advisors Experience August 2013 - August 2013
Job Student at Colgate University
Industry Financial Services
Experience
Colgate Women in Business  March 2013 - Present
Volunteer Income Tax Assistance  October 2012 - Present
Ancona Systems   May 2015 - August 2015
Merrill Lynch  June 2014 - August 2014
Wells Fargo Advisors   August 2013 - August 2013
My New Red Shoes  June 2011 - August 2011
American Cancer Society  August 2010 - August 2011

Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Salesforce.com, Facebook, Spanish, PowerPoint, Social Media, Community Outreach, Event Planning, Management, Research, Presentation Skills, Stata, SAS Programming, Python, Leadership, Regression Analysis

Education
Colgate University   2012 — 2016
Bachelor of Arts (B.A.), Economics

Burlingame High School   2008 — 2012

Jon R. Waters Jon R. Waters Orange County, California Area Details
Jon R. Waters's Wells Fargo Advisors Experience February 2008 - May 2010
Job Finance and Accounting Consultant Career Enhancement & Development
Industry Management Consulting
Experience
Ledgent  December 2014 - Present
Robert Half Finance & Accounting  April 2014 - December 2014
Consultant  May 2010 - April 2014
Wells Fargo Advisors   February 2008 - May 2010
Lennar  May 2006 - December 2007
Centex Homes  May 2002 - May 2006

Skills
Finance, Sales, Insurance, Leadership, Real Estate, Sales Management, Marketing, Management, Training, Recruiting, Financial Services, Business Development, Consulting, Financial Accounting, Mortgage Banking, Life Insurance, Mergers & Acquisitions, Investment Banking, Venture Capital, Private Equity, Hedge Funds, Business Analysis, Business Valuation, Derivatives, Commercial Banking, Financial Analysis, Credit Analysis, Risk Analysis, REIT, Managerial Finance, Financial Modeling, Risk Management, Compliance, Manage Client..., Portfolio Management, Analysis, Valuation, Financial Advisory, Investments, Retirement Planning, Asset Management, Accounting, Strategic Planning, Time Management

Education
Clemson University - College of Business and Behavioral Science   2000 — 2002
Bachelor of Science (BS), Financial Management and Accounting

Mauldin High School   1997 — 1999

Kristen Ricci Kristen Ricci Greater Minneapolis-St. Paul Area Details
Kristen Ricci's Wells Fargo Advisors Experience October 2005 - March 2011
Job Experienced Brokerage Operations Manager
Industry Financial Services
Experience
RBC Wealth Management Financial Services  July 2013 - September 2014
The Mergis Group  August 2012 - June 2013
Wells Fargo Advisors   October 2005 - March 2011
Wells Fargo Advisors   March 2004 - October 2005
Wells Fargo Advisors   January 2000 - January 2004
RAMSEY COUNTY ATTORNEY’S OFFICE  April 2000 - October 2000

Skills
Team Leadership, Microsoft Office, Coaching Staff, Training & Development, Team Building, Customer Service, Customer Focus, Detail Orientation, Change Leadership, Creative Problem Solving, organization, project management, communication, Compliance, Brokerage, Operations Management, Analysis, Team Motivator, Conducting Interviews, Career Development, Big Picture Thinking, subject matter expert, Change Management, Project Management, Employee Training, FINRA, Financial Services, Banking, Securities, Call Centers, Management, Process Improvement, Leadership, Risk Management, Investments, Business Analysis

Education
Metropolitan State University   2003 — 2015
classes taken, Business Administration

Century College   2000 — 2003
Associates, Associates of Arts -General

Richard Hevner Richard Hevner Greater Philadelphia Area Details
Richard Hevner's Wells Fargo Advisors Experience July 1973 - Present
Job Managing DirectorInvestments, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   July 1973 - Present
Thomas Jefferson University Hospitals  July 1989 - Present
Rajant Corporation  July 2001 - July 2015
Elkins & Co   July 1973 - July 2015
Moore College of Art and Design  July 1984 - 2014
Methodist Home for Children Foundation   1984 - 2012
KBJ Properties LLC   2005 - 2011
Prudential Securities  1982 - 2003
United States Marine Corps  June 1968 - May 1972

Education
University of Pennsylvania - The Wharton School   1967 — 1969
MBA, Finance

Colgate University   1963 — 1967
BA, Economics

Nicholas Curry Nicholas Curry Greater Atlanta Area Details
Nicholas Curry's Wells Fargo Advisors Experience July 2013 - May 2014
Job Graduate Student at Clark Atlanta University
Industry Banking
Experience
Wells Fargo  July 2013 - January 2015
Wells Fargo Advisors   July 2013 - May 2014
Staples  March 2013 - May 2013
Tennessee Education Lottery  May 2012 - July 2012
ABM Janitorial and Home Cleaning Services   June 2011 - August 2011

Skills
Customer Service, Data Entry, PowerPoint, Outlook, Microsoft Word, Microsoft Excel, Microsoft Office, Team Building, Access, Cashiering, Photocopier, Social Media, Training, Public Speaking, Planograms

Education
Clark Atlanta University   2014 — 2016
Master of Arts (M.A.), African-American/Black Studies, 1st Year Graduate Student

Fisk University   2009 — 2013
Bachelor of Arts (B.A.), English

DeVry University-Illinois   2007 — 2009
Associate of Arts (A.A.), Network and System Administration/Administrator

Claire Stephens Claire Stephens Chicago, Illinois Details
Claire Stephens's Wells Fargo Advisors Experience November 2013 - August 2014
Job J.D. Candidate, ChicagoKent College of Law
Industry Law Practice
Experience
U.S. Department of Homeland Security   September 2015 - Present
Juvenile Division of the Cook County Office of the Public Guardian   May 2015 - August 2015
Wells Fargo Advisors   November 2013 - August 2014
Aronauer, Re & Yudell, LLP   August 2012 - September 2013
The Athenian Agora Excavations   June 2012 - August 2012
Yeronisos Island Expedition   May 2012 - June 2012
The American Academy in Rome  September 2011 - December 2011

Skills
Archaeology, Museums, Cultural Heritage, WordPress, Microsoft Office

Education
Chicago-Kent College of Law, Illinois Institute of Technology   2014 — 2017
Juris Doctor (J.D) Candidate, Cultural Heritage Law

New York University   2009 — 2013
Bachelor of Arts (B.A.), Classical Civilizations/ Archaeology

Intercollegiate Center for Classical Studies in Rome   2011 — 2011
N/A, Classical Studies

Chelsea High School   2005 — 2009
High School Diploma, Cum Laude

Bernie Di Giulio Bernie Di Giulio Greater New York City Area Details
Bernie Di Giulio's Wells Fargo Advisors Experience May 2009 - October 2011
Job Agency Lending Citi
Industry Financial Services
Experience
Citi  August 2012 - Present
Wells Fargo Advisors   May 2009 - October 2011
Wachovia Securities  March 2004 - October 2011
Prudential Securities  February 2004 - October 2011
Wells Fargo  January 1979 - October 2011
WACHOVIA SECURITIES  December 1979 - 2008
Wachovia Securities, LLC  December 1979 - 2008
WACHOVIA SECURITIES  January 1979 - 2008
Wells Fargo  1979 - 2004
Wachovia Securities, LLC  1979 - 2004

Skills
Back Office, Securities Lending, Prime Brokerage, Settlements, Cash Management, Equities, Trading, Settlement, Mutual Funds, Capital Markets, Hedge Funds, Fixed Income, Finance, Corporate Actions, Securities, Middle Office, Bloomberg

Education
City University of New York   1975 — 1979
Finance

York College   1975 — 1978

York College

Marc Michael Marc Michael Greater Atlanta Area Details
Marc Michael's Wells Fargo Advisors Experience February 2013 - July 2015
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   February 2013 - July 2015
New England Financial  October 2008 - February 2013
AXA Advisors  October 2007 - September 2008
AT&T  November 1996 - November 2006

Skills
Leadership, Investments, Project Management, Retirement Planning, Disability Insurance, Financial Services, Strategic Planning, Fixed Annuities, Financial Analysis, Investment Strategies, Management, Microsoft Office, Portfolio Management, Strategic Financial..., Team Building, Financial Planning, Wealth Management, Mutual Funds, Asset Management, Life Insurance, Insurance, Program Management, IRAs, Investment Advisory, Financial Modeling, Public Speaking, Series 7, Retirement, Risk Management, Process Improvement

Education
Clemson University   1988 — 1993
BSME, Mechanical Engineering

Benjamin E. Mays High School   1984 — 1988

Southwest Middle School

W. Elaine Curry W. Elaine Curry Greater St. Louis Area Details
W. Elaine Curry's Wells Fargo Advisors Experience August 2013 - Present
Job PCG Business Administration Consultant
Industry Financial Services
Experience
Wells Fargo Advisors   August 2013 - Present
Wells Fargo Advisors, LLC  April 2008 - Present
Wells Fargo Advisors, formerly Wachovia Securities, LLC   August 2007 - Present
ASK - All Special Kids   2005 - 2013
Wells Fargo Advisors   2007 - 2011
Wachovia Securities  2007 - 2009
Merrill Lynch  March 1994 - February 2002
Merrill Lynch  1998 - 2001

Skills
Series 7, Mutual Funds, Series 24, Series 63, Uniform Combined State..., Securities, Portfolio Management, Risk Management, Alternative Investments, Asset Managment, Banking, Wealth Management, Equities, Investments, Financial Services, FINRA, Management, Leadership, Program Management

Education
Chapman University   1971 — 1973
Associate of Arts, Theater

SANTOS PEREZ SANTOS PEREZ Greater New York City Area Details
SANTOS PEREZ's Wells Fargo Advisors Experience June 2007 - December 2010
Job Change Management Analyst at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management  July 2013 - Present
Barclays Capital  2013 - 2013
Scivantage  2011 - 2012
E*TRADE Financial  April 2011 - July 2011
Wachovia Wells Fargo Financial   June 2007 - December 2010
Wells Fargo Advisors   June 2007 - December 2010
Wachovia Secs   2005 - 2007
FINAMEX INTL   1999 - 2001
Amalgamated Bank of South Africa   1998 - 1999
US Trust  1986 - 1988

Skills
Wealth Management, Access, Investments, Business Strategy, Stocks, Risk Management, Settlement, Fixed Income, Customer Service, Mutual Funds, Portfolio Management, Analysis, Microsoft Excel, Requirements Analysis, Financial Analysis, Loans, Bloomberg, Credit, SQL, Equities, Trading, Management, Corporate Actions, Euroclear, Financial Services, Vendor Management, Banking, Business Analysis, Asset Managment, Process Improvement, Team Building, Project Management, Back Office, Microsoft Office, Testing, Asset Management, SDLC, Finance, Bonds, Financial Risk, Change Management, Securities, Financial Markets, Team Leadership, Training, Relationship Management, Capital Markets, Executive Management, Business Requirements, Leadership

Education
City University of New York-John Jay College of Criminal Justice   1990 — 1991
NO, FIRE SCIENCES

Pace University   1982 — 1984
Project Management

Sudhir (Sudi) Jain Sudhir (Sudi) Jain Richmond, Virginia Area Details
Sudhir (Sudi) Jain's Wells Fargo Advisors Experience 2008 - Present
Job IRA at Wells Fargo Advisors
Industry Semiconductors
Experience
Wells Fargo Advisors   2008 - Present
New York Life  June 2007 - 2008
Texas Instruments Incorporated  May 1980 - December 1996

Education
Chaudhary Charan Singh University   1970 — 1976

Chaudhary Charan Singh University   1969 — 1971
BS, Physics, Chemistry, Mathematics

JACQUELINE MAZZA JACQUELINE MAZZA Toms River, New Jersey Details
JACQUELINE MAZZA's Wells Fargo Advisors Experience January 2015 - Present
Job at
Industry Banking
Experience
Wells Fargo Advisors   January 2015 - Present
Wells Fargo  October 2012 - Present
Wells Fargo  October 2012 - Present
Coldwell Banker Riviera Realty  April 2012 - Present
Sovereign Bank  July 2011 - December 2011
Wachovia, A Wells Fargo Company  February 2010 - June 2011
Macy's  May 2008 - January 2010
Northern Neck Seafood   September 2006 - October 2008
Northern Neck Seafood   October 2006 - April 2008

Skills
Customer Service, Banking, Microsoft Office, Word, Compliance, Retail, Outlook, Retail Banking, Real Estate, Small Business Lending, Commercial Banking, Excel, Loans, Customer Relations, Investments, Credit, Teamwork, Lines Of Credit, Customer Satisfaction, Negotiation, Funding, Cross Selling, Administration, Notary Public, Financial Modeling, Scheduling, Mortgage, Mortgage Lending, Sales, Finance, First Time Home Buyers, Single Family Homes

Education
City University of New York-College of Staten Island
Real Estate

Julie Zeitz Julie Zeitz Greater New York City Area Details
Julie Zeitz's Wells Fargo Advisors Experience May 2011 - August 2011
Job Analyst, Sales Operations and Analysis at JetBlue Airways
Industry Airlines/Aviation
Experience
JetBlue Airways  June 2014 - Present
JetBlue Airways  January 2014 - June 2014
Clemson University  August 2012 - December 2013
JetBlue Airways  June 2013 - August 2013
Clemson University  July 2011 - July 2012
Wells Fargo Advisors   May 2011 - August 2011

Skills
Communication Skills, Leadership, Time Management, Customer Service, Social Networking, Team Leadership, Event Planning, Marketing, Public Speaking, Social Media, Microsoft Word, Teamwork, Facebook, Analysis, Sales

Education
Clemson University - College of Business and Behavioral Science   2010 — 2014
Bachelor of Science (B.S.), Marketing, minor in Psychology, 3.76

Lorenzo de’ Medici International School   2012 — 2012

Anderson High School   2006 — 2010

A.C. Muller A.C. Muller Charlotte, North Carolina Details
A.C. Muller's Wells Fargo Advisors Experience March 2015 - Present
Job Distribution Consultant
Industry Financial Services
Experience
Wells Fargo Advisors   March 2015 - Present
TIAA-CREF  March 2013 - October 2014
State Farm Insurance  October 2012 - February 2013
Abiding Village Urban Arts Center   September 2011 - May 2012
Vanguard  January 2011 - September 2011
Vanguard  December 2009 - January 2011
Vanguard  July 2008 - December 2009
Bank of America  April 2008 - July 2008

Skills
Asset Management, Asset Allocation, Business Development, Customer Service, Customer Experience, Client Education, Consultative Selling, Customer Retention, High Net Worth..., Investments, Mutual Funds, Relationship Management, Securities License, Series 6, Series 63, IRAs, 401k Rollovers, 403 b, CRM, Financial Services, Selling, Finance, Retirement Planning, Strategy, Sales

Education
Coastal Carolina University   2004 — 2007
Bachelor of Science Business Administration, Finance, 3.54

Fort Mill High School   1994 — 1998
High School Diploma, General, 3.0

Ruth Ponce Ruth Ponce Pasadena, California Details
Ruth Ponce's Wells Fargo Advisors Experience November 1997 - Present
Job Regional Executive Assistant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   November 1997 - Present
Tokio Marine Management, Inc.   January 1990 - November 1997
San Diego State University, LAMBDC   May 1987 - January 1990
Cluster of Family Business - CUEVAS   October 1981 - February 1987

Skills
Customer Service, Investments, PowerPoint, Microsoft Word, Budgets, Finance, Portfolio Management, Financial Analysis, Risk Management, Financial Services, Human Resources, Payroll, Outlook, Insurance, Microsoft Excel, Banking, Documentation, Life Insurance, Credit, Communication

Education
Cerritos College   1985 — 1986
General Education Courses, Business

Hang Kousky Hang Kousky Newark, California Details
Hang Kousky's Wells Fargo Advisors Experience 2009 - 2011
Job Inside Sales Account Manager
Industry Mechanical or Industrial Engineering
Experience
XP Power  February 2014 - Present
Bank of Commerce Mortgage  2011 - 2013
Wells Fargo Advisors   2009 - 2011
Paradigm Financial   2004 - 2009
Execustaff HR, Inc.   2000 - 2004

Skills
Customer Service, Administrative..., Loans, Microsoft Office, Human Resources, Banking, Process Scheduler, Account Management, Payroll, Written Correspondence, Encompass, 10 Key, Travel Arrangements, Workflow Planning, Document Management, Heavy Calendaring, Scheduling, Event Planning, Meeting Planning, Executive Correspondence, Correspondence..., Internal Controls, Presentations, Salesforce.com, International Sales, Project Planning, Planners, SAP, Sales, Administrative..., Training, Microsoft Excel, Sales Management, Management, Finance, Mortgage Banking

Education
Chabot College
Associate of Arts (AA), Business Administration and Management

Elise DeSimone Elise DeSimone Miami, Florida Details
Elise DeSimone's Wells Fargo Advisors Experience March 2014 - December 2014
Job Digital Marketing Consultant at Wells Fargo
Industry Marketing and Advertising
Experience
Wells Fargo  January 2015 - Present
Wells Fargo Advisors   March 2014 - December 2014
ALIVE Magazine  September 2013 - April 2014
Wells Fargo Advisors   February 2013 - March 2014
eMarketer, Inc.   June 2012 - January 2013

Skills
Social Media Marketing, Digital Strategy, Social Media, Social Media Outreach, Facebook, Media Relations, Social Networking, B2B, Social Media Measurement, Public Relations, Marketing, E-commerce, Advertising, Blogging, Digital Marketing, Marketing Strategy, Microsoft Office

Education
Colby College   2008 — 2012
Bachelor of Arts with Honors, English; Creative Writing

St. Andrew's School   2005 — 2008
High School Diploma

Aaron Galloway Aaron Galloway Greenville, South Carolina Details
Aaron Galloway's Wells Fargo Advisors Experience July 2014 - Present
Job Client Associate at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors   July 2014 - Present
Cherry Bekaert LLP  November 2011 - 2014

Education
Clemson University   2010 — 2011
MPAcc, Accounting

Clemson University   2000 — 2004
Bachelor of Science (BS), Accounting and Finance

Kevin Custer Kevin Custer San Francisco Bay Area Details
Kevin Custer's Wells Fargo Advisors Experience December 2010 - January 2015
Job Project Manager / Assistant Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  January 2015 - Present
Wells Fargo Advisors   December 2010 - January 2015
Wells Fargo Advisors / Wachovia Securities   January 2007 - December 2010
Wachovia Securities  January 2005 - December 2007
Wachovia Securities  January 2000 - December 2004
Mentor Investment Group, subsidiary of Wachovia Securities   January 1997 - December 1999
Mentor Investment Group, subsidiary of Wachovia Securities   July 1996 - December 1996

Skills
Dreamweaver, FrontPage, Project Management, Business Analysis, Piano Playing, Microsoft Excel, Project Planning, Project Coordination, Project Delivery, MS Project, Microsoft Word, Microsoft Office, Mac, Meeting Planning, PowerPoint, Training, SharePoint, Analysis, Strategy, Leadership, Financial Analysis, Financial Services, Communication, Reliability, Management, Marketing, Program Management, Process Improvement, Finance, Relationship Management

Education
Virginia Commonwealth University   2004 — 2005
Business Administration

Christopher Newport University   1994 — 1995
English

Radford University   1993 — 1994
English

Stamps-Baxter School of Music   1992 — 1993
Piano

Ben Marcano Ben Marcano Greater New York City Area Details
Ben Marcano's Wells Fargo Advisors Experience March 2015 - Present
Job
Industry Financial Services
Experience
Wells Fargo Advisors   March 2015 - Present

Education
City University of New York-John Jay College of Criminal Justice

Barbara Gillis Barbara Gillis Charlotte, North Carolina Details
Barbara Gillis's Wells Fargo Advisors Experience January 2007 - January 2013
Job Internal Wholesaler at MetLife
Industry Insurance
Experience
MetLife  September 2013 - Present
Wells Fargo Advisors   January 2007 - January 2013
Wachovia Secutities  January 2006 - January 2007
Wachovia Securities Financial Network  January 2004 - January 2006

Skills
Relationship Building, Insurance, Sales, Life Insurance, Investments, Disability Insurance, Underwriting, Fixed Annuities, Retirement Planning, IRAs, Roth IRA, Homeowner Association..., Contract Negotiation, Board of Directors, Series 7, Series 66, Mutual Funds, Leadership, Financial Services, Finance, Wealth Management, Financial Planning

Education
Clinton Community College   2001 — 2003
Associate's Degree, Business Accounting

Kathleen Le Mons, AAMS® Kathleen Le Mons, AAMS® Newport News, Virginia Details
Kathleen Le Mons, AAMS®'s Wells Fargo Advisors Experience December 1988 - Present
Job Financial Advisor l Senior Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   December 1988 - Present
Wachovia Securities, LLC  February 2005 - July 2007
Merrill Lynch  1985 - December 1988

Skills
Wealth Management, Retirement Planning, Investments, Wealth Management..., Public Speaking, Investment Management, Finance, Financial Services, Charitable Trusts, Estate Planning, Portfolio Management, Asset Allocation, Mutual Funds, Retirement, Investment Strategies, Securities, 401k, Fixed Annuities, Alternative Investments, Living Trusts, Wealth Transfer, Wealth Preservation, Investment Strategies..., Estate Planning...

Education
University of Pennsylvania - The Wharton School   2005 — 2007
CRCP, FINRA Institute

The College of William and Mary - The Mason School of Business   1995 — 1998
MBA, Concentration in Finance

Christopher Newport University
BSBA magna cum laude, Business Administration and Management, General

Kate Wright Dill Kate Wright Dill Clemson, South Carolina Details
Kate Wright Dill's Wells Fargo Advisors Experience November 2010 - June 2014
Job Financial Consultant Wright Wealth Management at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   June 2014 - Present
Wells Fargo Advisors   November 2010 - June 2014
Lincoln Financial Group  November 2009 - November 2010
John Hancock Financial Services  June 2008 - April 2009

Skills
Wealth Management, Financial Advisory, Financial Services, Finance, Retirement Planning, Financial Risk, Mutual Funds, Investments, Retirement, Financial Planning

Education
Clemson University - College of Business and Behavioral Science   2004 — 2008
Bachelor of Applied Science (BASc), Business Administration and Management, General

Walhalla High School   2004 — 2008

Susie Goldberg Susie Goldberg West Palm Beach, Florida Area Details
Susie Goldberg's Wells Fargo Advisors Experience October 2004 - Present
Job Senior Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   October 2004 - Present
Merrill Lynch  December 2000 - June 2002
PaineWebber  1999 - 2000

Skills
Sales, Equities, Financial Services, Customer Service, Marketing, Microsoft Office

Education
Holmdel High School   1990 — 1994
High School

City University of New York-Hunter College

Lynn University

Palm Beach State College

Ray Zeek Ray Zeek Wallingford, Connecticut Details
Ray Zeek's Wells Fargo Advisors Experience June 2013 - August 2013
Job Analyst at Barclays
Industry Financial Services
Experience
Barclays Investment Bank  July 2015 - Present
Colby College  September 2011 - May 2015
Weeden & Co.   June 2014 - July 2014
Wells Fargo Advisors   June 2013 - August 2013
Scully Land Design, LLC   June 2011 - August 2012
Farms Country Club  June 2011 - August 2011
Gateway Community College  June 2010 - August 2010

Skills
Leadership, Customer Service, Spanish, Team Building, Stata, Facebook, SPSS, Research, PowerPoint, Economics, Event Planning, Fundraising, Higher Education, Public Speaking, Social Media, Data Analysis, Microsoft Office, Microsoft Excel, Community Outreach, Microsoft Word, Volunteer Management

Education
Colby College   2011 — 2015
Bachelor of Arts (B.A.), Economics-Mathematics: Financial Markets Concentration, Class of 2015

Pomfret School   2007 — 2011
High School Diploma

Anthony Langella Anthony Langella Greater New York City Area Details
Anthony Langella's Wells Fargo Advisors Experience October 2014 - April 2015
Job Financial Advisor at UBS Financial Services
Industry Financial Services
Experience
UBS  April 2015 - Present
Wells Fargo Advisors   October 2014 - April 2015
MST Services Corp dba Money Mailer of Middlesex NJ   February 2013 - June 2014
Juniper Networks  April 2006 - August 2012
M.S.T. Telecom Inc.   July 2003 - April 2006
Nortel  June 1999 - April 2006
Orion Telecom   January 1999 - June 1999
Network Equipment Technologies  July 1987 - December 1998
Net.com (Network Equipment Technologies)   1987 - September 1998
Starnet Corp   November 1982 - July 1987

Education
College of Staten Island   1977 — 1979
Electrical Engineering Technologies/Technicians

City University of New York-College of Staten Island
Bachelor's degree, Electrical and Electronics Engineering

Dawn Salisbury Dawn Salisbury Washington D.C. Metro Area Details
Dawn Salisbury's Wells Fargo Advisors Experience June 2012 - May 2013
Job
Industry Financial Services
Experience
Morgan Stanley Wealth Management  June 2013 - Present
Wells Fargo Advisors   June 2012 - May 2013
Wells Fargo Advisors   December 2009 - June 2012
Wells Fargo Advisors   April 2007 - December 2009
American Funds  December 2006 - March 2007

Education
Christopher Newport University   2002 — 2006
BSBA

Bishop Sullivan Cathlic High School

George Cabalu George Cabalu Washington D.C. Metro Area Details
George Cabalu's Wells Fargo Advisors Experience September 2013 - Present
Job Managing Director Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   September 2013 - Present
UBS Financial Services, Inc.   November 2008 - September 2013
Smith Barney  May 2001 - November 2008

Skills
Investments, Investment Strategies, Finance, Financial Advisory, Management, Alternative Investments, Asset Allocation, Equities, Financial Analysis, Fixed Income, Hedge Funds, Liquidity Events, Liquidity Solutions, Exit Strategies, Investment Management

Education
George Mason University   1989 — 1992
BA, Economics

Christopher Newport University   1987 — 1989
BA, Economics

Genesis Hillard Genesis Hillard Greater Atlanta Area Details
Genesis Hillard's Wells Fargo Advisors Experience July 2011 - January 2012
Job Subrogation Claims Representative at Allstate
Industry Insurance
Experience
Allstate  January 2012 - Present
Wells Fargo Advisors   July 2011 - January 2012
Wells Fargo Advisors   March 2008 - July 2011
Wachovia Securities  June 2007 - March 2008
Global Solutions, Inc  March 2004 - June 2007

Skills
Training, Recruiting, Customer Service, Accounting, Sales

Education
Clark Atlanta University   1999 — 2003
BA, Business Administration/Marketing

Christopher Ferracane Christopher Ferracane Albany, New York Area Details
Christopher Ferracane's Wells Fargo Advisors Experience March 2011 - June 2013
Job Data Developer at 3M Health Information Systems
Industry Information Technology and Services
Experience
3M Health Care  August 2013 - Present
Wells Fargo Advisors   March 2011 - June 2013
State Street Bank  September 2012 - December 2012

Skills
SQL, Microsoft Office, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Java, Social Media, Public Speaking, HTML, Accounting, English, Windows, Financial Modeling

Education
Siena College   2009 — 2013
Bachelor of Science (B.S.), Finance

City University London   2012 — 2012
Finance, General

Eugene Horn Jr. Eugene Horn Jr. Greater St. Louis Area Details
Eugene Horn Jr.'s Wells Fargo Advisors Experience August 2013 - December 2013
Job New Accounts Associate at Wells Fargo Advisors
Industry Banking
Experience
Wells Fargo Advisors   August 2013 - December 2013
K-Force Consulting   April 2013 - July 2013
Robert Half Management Resources  May 2012 - October 2012
Experis Financial Consulting   November 2011 - December 2011
Jefferson Wells Consulting   August 2010 - August 2011
Edward Jones, Inc   December 2002 - October 2009
Wachovia Securities, Inc  March 2000 - November 2002

Skills
Brokerage, Bank Compliance Risk..., Regulatory Surveillance, Internal Controls, RISK EXAMINER, Consulting, Internal Audit, Banking, Auditing, Analysis, Mergers & Acquisitions, Financial Services, Management, Finance, Risk Management, Program Management, Portfolio Management, Mutual Funds, Asset Management, Investments, Policy, Asset Managment

Education
Chicago State University
Bachelor of Science, Economics

Taylor Mercer Taylor Mercer Seattle, Washington Details
Taylor Mercer's Wells Fargo Advisors Experience December 2012 - Present
Job Regional Private Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  December 2013 - Present
Wells Fargo Advisors   December 2012 - Present
Wells Fargo  December 2012 - December 2013
Wells Fargo  March 2009 - December 2012
Wells Fargo  March 2008 - March 2009
Wells Fargo  March 2007 - March 2008

Skills
Banking, Credit, Investments, Loans, Portfolio Management, Mortgage Lending, Finance, Financial Services, Wealth Management, Financial Analysis

Education
Central Washington University   2002 — 2006
Bachelor's Degree, Business/Managerial Economics

Nicholas DePierro Nicholas DePierro Greater New York City Area Details
Nicholas DePierro's Wells Fargo Advisors Experience May 1996 - December 2004
Job Senior Executive/Financial Services/Regulatory & Financial Crimes Compl/Risk Mgt./Business Process Mgt./Change Mgt.
Industry Financial Services
Experience
HSBC  July 2014 - December 2014
Citi  March 2010 - May 2014
Cantor Fitzgerald  July 2006 - January 2010
Wells Fargo  January 2005 - June 2006
Wells Fargo Advisors   May 1996 - December 2004
Bank of America  October 1988 - May 1996

Skills
Financial Services, Banking, Capital Markets, Risk Management, Financial Crimes..., Regulatory Compliance, Business Process..., Program Management, Business Process..., Location Management, Hedge Funds, Business Strategy, Prime Brokerage, Mutual Funds, Investments, Fixed Income, Strategy, Securities, Financial Markets, Investment Banking, Relationship Management, Finance, Equities, Series 7, Management, Leadership, Back Office, Credit, Securities Lending, SDLC, Business Analysis, Middle Office, Portfolio Management, Corporate Actions, Financial Reporting, New Business Development, System Architecture, Customer Retention, Pega PRPC, Risk Assessment, Operational Risk..., Billing Systems, FX Trading, Equity Derivatives, Business Transformation, Product Development, IBM Websphere Commerce, Workflow Management..., Workflow Management, Global Strategy

Education
City University of New York   1975 — 1981
Business Administration and Management, General

Richard Paganelli, CRPC® Richard Paganelli, CRPC® Alpharetta, Georgia Details
Richard Paganelli, CRPC®'s Wells Fargo Advisors Experience March 2012 - Present
Job Senior Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   March 2012 - Present
UBS  April 2005 - March 2012

Skills
Retirement Income..., Retirement Planning, Small Business..., Life Insurance, 401k Rollovers, Variable Life, Series 3, Series 7, Series 9, Series 10, Variable Annuities, Investment Advisory, Investment Management, Strategic Financial..., 401k, ETFs, Investments, Insurance, Fixed Annuities, IRAs, Alternative Investments, Separately Managed..., Estate Planning, Wealth Management...

Education
Clarion University of Pennsylvania   1983 — 1987
BSBA, Marketing and Finance

Butler High School   1979 — 1983

James J. Valentino James J. Valentino Greater New York City Area Details
James J. Valentino's Wells Fargo Advisors Experience March 2013 - March 2014
Job Currently looking
Industry Financial Services
Experience
Prudential Financial  August 2014 - Present
Wells Fargo Advisors   March 2013 - March 2014
Citigroup  February 1997 - January 2012
Lehman Brothers  February 1995 - February 1997
Kidder Peabody  1990 - 1994

Skills
Equity Trading, Problem Solving, Marketing, Trading, Strategic Financial..., Retirement Planning, 529 Plans, 401k Rollovers, Series 7, FINRA, Equities, Investments, Series 24, Investment Advisory, Asset Allocation, Trading Strategies, Stocks, Series 63, ETFs, Bloomberg, Securities, Trading Systems, Options, Capital Markets, Electronic Trading, Hedge Funds, Traders, Risk Management, Commodity, Financial Services, Financial Planning

Education
City University of New York-College of Staten Island   1986 — 1990

Tottenville H.S   1982 — 1986

Diane G. Nebinger Diane G. Nebinger Brookfield, Connecticut Details
Diane G. Nebinger's Wells Fargo Advisors Experience January 1994 - May 2012
Job Consultant
Industry Financial Services
Experience
Wells Fargo Advisors   January 1994 - May 2012
Jacoby & Meyers and Associates LLP  January 1992 - January 1994
Oppenheimer & Co.   January 1990 - 1992
PwC  January 1987 - January 1990
Morgan Stanley Wealth Management  January 1985 - January 1987
Merrill Lynch  January 1980 - January 1985

Skills
Estate Planning, Sales, Securities, Non-fiction, Insurance, Investments, Editing, Microsoft Office, Budgets, Management, Microsoft Word, Team Building, Customer Service, Microsoft Excel, Leadership, PowerPoint

Education
Hunter College
Economics

Marymount Manhattan College
Business Administration and Management, General

Western Connecticut State University
General Studies

Derek Oglesby Derek Oglesby Greenville, South Carolina Details
Derek Oglesby's Wells Fargo Advisors Experience September 2008 - Present
Job Senior Vice President at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   September 2008 - Present
Banc of America Investments  January 2001 - September 2008

Skills
Financial Management..., Retirement Planning, College Education..., Insurance Planning, Risk Management

Education
Florida State University   2003 — 2004
Certified Financial Planner

Clemson University   1996 — 2000
Bachelor of Science (B.S.), Finance and Financial Management Services

Sarah Franklin Sarah Franklin Los Angeles, California Details
Sarah Franklin's Wells Fargo Advisors Experience May 2012 - August 2012
Job Coordinator at Lord Danger
Industry Marketing and Advertising
Experience
Lord Danger  June 2015 - Present
Palisades Media Group  September 2014 - June 2015
Interpret  May 2014 - August 2014
Techtronic Industries  September 2013 - December 2013
Switch  June 2013 - August 2013
Wells Fargo Advisors   May 2012 - August 2012
Clemson Alumni Office   August 2010 - November 2011

Skills
Microsoft Excel, Event Planning, Teamwork, Public Speaking, Microsoft Office, PowerPoint, Research, Social Media, Market Research, Leadership, Crimson Hexagon, Simmons, Qualtrics, Google Analytics, MailChimp

Education
Clemson University   2010 — 2014
Bachelor of Science (BS), Marketing, Senior

Villa Duchesne

Curtis Laney Curtis Laney Charlotte, North Carolina Area Details
Curtis Laney's Wells Fargo Advisors Experience January 2012 - April 2012
Job Operations Accountant 2 at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  December 2013 - Present
Wells Fargo  September 2012 - November 2013
LivingWell Health Solutions  April 2012 - July 2012
Wells Fargo Advisors   January 2012 - April 2012

Skills
Microsoft Excel, Microsoft Office, Data Analysis, Finance, Analysis, Retirement, Auditing, Account Reconciliation

Education
Clemson University - College of Business and Behavioral Science   2006 — 2010
Bachelor of Science (B.S.), Finance and Financial Management Services, 3.31

Passed Level I of the CFA Program

Laura Deaton Laura Deaton Raleigh, North Carolina Details
Laura Deaton's Wells Fargo Advisors Experience January 2010 - September 2011
Job Permit Coordinator at K. Hovnanian
Industry Construction
Experience
K. Hovnanian  June 2014 - Present
DR Horton  December 2013 - February 2014
Duke Hospital  July 2013 - November 2013
Medical University of South CarolinaMedical Intensive Care Unit   February 2012 - April 2012
Wells Fargo Advisors   January 2010 - September 2011
Wells Fargo Advisors   2008 - 2011
Wells Fargo Advisors   February 2009 - January 2010

Skills
Healthcare, Customer Service, Management, Accounting, Sales, Finance, Microsoft Excel, Strategic Planning, PowerPoint, Public Speaking, Microsoft Office, Marketing, Microsoft Word, Leadership, Negotiation, Event Planning

Education
Charleston Southern University
Bachelor of Science, Psychology

Michele Gilbert, MBA, PMP Michele Gilbert, MBA, PMP Midlothian, Virginia Details
Michele Gilbert, MBA, PMP's Wells Fargo Advisors Experience May 2008 - March 2011
Job Senior Consultant / Project Manager at MaconIT
Industry Information Technology and Services
Experience
MaconIT  September 2014 - Present
Cognizant Technology Solutions  August 2013 - September 2014
Xerox  March 2011 - July 2013
Wells Fargo Advisors   May 2008 - March 2011
Fahrenheit Technology  June 2005 - May 2008
DoubleStar, Inc.   June 2004 - June 2005
Capital One  April 2000 - June 2004
Modis  March 1999 - April 2000
CapTech  August 1998 - March 1999
Crestar Bank (now SunTrust)   July 1996 - August 1998

Skills
SQL, UML, Visual Basic, Test Director, HTML, Microsoft Office XP, Microsoft Visual Studio..., Peregrine Systems..., WinRunner, IBM Rational Requisite..., Doors,, ERWin, TOAD, Clear Quest, Brio Query Explorer, Brio EIS, MS Access, CA Software Change..., Cognos/Impromptu, Program Management, Release Management, IT Service Delivery, Resource Management, Scope Management, Stakeholder Management, Requirements Engineering, Change Management, Requirements Gathering, Requirements Analysis, Quality Center, Software Documentation, Access, Visual Studio, SDLC, Project Management, Erwin, Business Analysis, Integration, Vendor Management

Education
Clemson University   1991 — 1992
Master of Business Administration (M.B.A.), Finance and Statistics

University of Virginia   1987 — 1991
Bachelor of Science (B.S.), Commerce

Anna Carson Anna Carson Charlotte, North Carolina Details
Anna Carson's Wells Fargo Advisors Experience October 2014 - Present
Job Client Service Representative at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Advisors   October 2014 - Present
Nordstrom  November 2013 - November 2014
MassMutual Financial Group  May 2013 - March 2014
Victoria's Secret  August 2010 - August 2012
Universal Cheerleaders Association  March 2011 - April 2012
YMCA  August 2008 - August 2009
YMCA  April 2008 - August 2008

Skills
Economics, Leadership Development, Health & Fitness, Merchandising, Financial Services, Investments, Life Insurance, Retirement Planning, Strategic Financial..., Sales, Financial Planning

Education
Clemson University   2009 — 2013
Bachelor of Science (B.S.), Economics

Russell Swaney Russell Swaney Charlotte, North Carolina Area Details
Russell Swaney's Wells Fargo Advisors Experience May 2002 - May 2009
Job Open to Opportunities / Seeking New Position
Industry Financial Services
Experience
Seeking New Position  January 2012 - Present
Wells Fargo Advisors / Solution Consultants   June 2009 - December 2011
Wells Fargo Advisors   May 2002 - May 2009
Wells Fargo Advisors   May 2001 - May 2002
Wells Fargo Advisors   October 2000 - May 2001
Wells Fargo Advisors   July 1999 - October 2000
Various Companies/Locations   January 1990 - January 1999

Skills
Microsoft Office, SmartStation, Account Maintenance, New Account Opening, USA PATRIOT Act, OFAC, Remote Deposit Capture, Check 21, ACH, Wire Transfers, Sweep Accounts, Lotus Notes

Education
Clemson University
Bachelor of Science, Management; Concentration in Accounting

Lander University

Jim Howerton Jim Howerton Greater St. Louis Area Details
Jim Howerton's Wells Fargo Advisors Experience October 2011 - July 2012
Job Sr. Business Analyst at Charter Communications
Industry Information Technology and Services
Experience
Charter Communications  July 2014 - Present
Monsanto  July 2012 - July 2014
Experis  October 2011 - July 2012
Wells Fargo Advisors   October 2011 - July 2012
U.S. Census Bureau -- Census Coverage Management   November 2009 - June 2010
Tech Partners   May 2007 - February 2008
Next Gen Tech   February 2004 - May 2007
Amdocs  1998 - 2003
Anheuser Busch  1991 - 1996
McDonnel Douglas  1982 - 1991

Skills
Leadership, Human Resources, Marketing, Data Warehousing, SDLC, Business Analysis, Visio, Vendor Management, SharePoint, Requirements Analysis, Process Improvement, Requirements Gathering, Business Intelligence, Project Management, Applicant Tracking...

Education
Lindenwood University   1989 — 1991
BS, Business

Chaminade University of Honolulu   1974 — 1978

Punahou School   1967 — 1974

Punahou School   1967 — 1973

Steven M. Friedman Steven M. Friedman Morristown, New Jersey Details
Steven M. Friedman's Wells Fargo Advisors Experience November 2010 - September 2011
Job Associate Director of Network Office Supervision at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual  October 2013 - Present
Prudential Financial  September 2011 - October 2012
Wells Fargo Advisors   November 2010 - September 2011
Wells Fargo Advisors   August 2009 - November 2010
Wells Fargo Advisors   March 2007 - August 2009
Barclays  1992 - 2006

Skills
Series 7, Series 63, Equities, Securities, Series 24, Investments, Capital Markets, Equity Trading, Alternative Investments, Electronic Trading, Trading, Financial Markets, Strategic Financial..., Fixed Income, Insurance, Wealth Management, Finance, Asset Management, Options, Financial Services, Retirement Planning, FINRA, Mutual Funds, Hedge Funds, 401k, Asset Allocation, Portfolio Management, Bonds

Education
City University of New York-Brooklyn College   1987 — 1991
BA, Economics

Fairleigh Dickinson University-Florham Campus   2007 — 2008
CFP Certificate of Completion, Financial Planning

Kenneth McAdam Kenneth McAdam Danbury, Connecticut Details
Kenneth McAdam's Wells Fargo Advisors Experience 1991 - Present
Job Financial Advisor at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors   1991 - Present

Skills
401k Rollovers, Investment Planning, Retirement Planning

Education
Clarkson University
Bachelor's Degree, Economics and Finance

William Jordan II William Jordan II Saint Louis, Missouri Details
William Jordan II's Wells Fargo Advisors Experience July 2013 - Present
Job Financial Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   July 2013 - Present
ING Insurance / Investment Management  June 2012 - August 2012
Fidelity Investments  June 2011 - August 2011
Boyken/MHR International   June 2009 - July 2009
Clayton County Public School System  January 2009 - July 2009
Georgia Department of Education  September 2008 - June 2009

Skills
Financial Analysis, Financial Modeling, Quantitative Research, Strategy, Portfolio Management, Asset Management, Finance, Investments, Management, Program Management, Training

Education
Clark Atlanta University   2009 — 2013
Bachelor of Arts, Business Administration; International Business and Finance

Andre Mirkine Andre Mirkine Greater New York City Area Details
Andre Mirkine's Wells Fargo Advisors Experience June 2003 - Present
Job Associate Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   June 2003 - Present

Skills
Investments, Financial Advisory, Finance, Financial Services, Asset Allocation, Nonprofits, Retirement Planning, Entrepreneurship, Securities, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Social Networking, Sales, Fundraising, Marketing

Education
New York University   1995 — 1996
Certificate in Financial Planning

Clark University   1976 — 1980
BA, International Development

Riverdale Country School   1971 — 1976

Milind Hippalgaonkar Milind Hippalgaonkar Charlotte, North Carolina Area Details
Milind Hippalgaonkar's Wells Fargo Advisors Experience March 2013 - Present
Job Functional: Head of Brokerage Functional QA. Corporate: Vice President at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   March 2013 - Present
Wells Fargo  October 2010 - March 2013
Wells Fargo  March 2009 - October 2010
Wachovia  September 2007 - March 2009
Wachovia  January 2006 - September 2007
BCC USA   August 2005 - January 2006

Skills
SDLC, Quality Assurance, Thought Leadership, Talent Management, Talent Acquisition, Mergers, IT Service Management, Managed Services, Business Strategy, Business Analysis, Executive Reporting, Strategic Financial..., Capital Markets, Project Portfolio..., Enterprise Architecture, Financial Services, Requirements Analysis, Mergers & Acquisitions, Budgets, Business Intelligence, Integration, Visio, Requirements Gathering, PMP, Software Project..., Cross-functional Team..., Program Management, Management, CRM, Change Management

Education
Charles Sturt University   2002 — 2003
MBA, Marketing

Griffith University   2000 — 2001
MIS, Information Systems

Robin Love Robin Love Greater Los Angeles Area Details
Robin Love's Wells Fargo Advisors Experience January 2010 - July 2015
Job Managing Director at Wells Fargo Business Advisory Services
Industry Investment Banking
Experience
Wells Fargo Advisors   January 2010 - July 2015
Barrington Associates  July 2000 - December 2009
Barrington Associates  July 1995 - June 2000
Oppenheimer & Co.   June 1993 - July 1995

Skills
Mergers & Acquisitions, Corporate Finance, Finance, Mergers, Financial Analysis, Strategic Planning, Financial Modeling, Private Equity, Investment Banking, Wealth Management, Due Diligence

Education
Claremont McKenna College   1987 — 1991
BA, Economics

Mark Bever Mark Bever Charlotte, North Carolina Area Details
Mark Bever's Wells Fargo Advisors Experience January 2003 - Present
Job Senior IT Architect at Wells Fargo Advisors
Industry Computer Software
Experience
Wells Fargo Advisors   January 2003 - Present
Seurat Company  1999 - 2002
Foxfire Technologies - www.foxfiresoftware.com   December 1997 - December 1999

Skills
SDLC, IT Strategy, Integration, Business Intelligence, Data Warehousing, Business Analysis, Requirements Analysis, Enterprise Architecture, Microsoft SQL Server, Software Project..., Agile Methodologies, Web Services, Oracle, XML, SQL, Vendor Management, Unix, IT Management, ITIL, Program Management

Education
Clemson University   1997 — 1999
Master's degree, Computer Science

Clemson University   1993 — 1997
Bachelor of Science (BS), Mathematics and Computer Science

Mauldin High School

Brigitte Crook Brigitte Crook Charlotte, North Carolina Area Details
Brigitte Crook's Wells Fargo Advisors Experience March 2014 - January 2015
Job Info Security Analyst, Wells Fargo
Industry Financial Services
Experience
Wells Fargo Advisors   March 2014 - January 2015
Time Warner Cable  February 2007 - February 2014
Time Warner Cable  September 2003 - February 2007

Skills
Information Security, Network Security, Security, Strategic Planning, Vulnerability Management, Computer Security, Penetration Testing, Vulnerability Assessment, Security Awareness, PCI DSS, IT Audit, Firewalls

Education
Clemson University   1993 — 1996

Deena Brown Deena Brown Dallas/Fort Worth Area Details
Deena Brown's Wells Fargo Advisors Experience October 2011 - January 2012
Job Wells Fargo (contractor)
Industry Banking
Experience
Wells Fargo Advisors   October 2011 - January 2012
Bank of America  February 2010 - October 2011
Homekeepers, LLC   2006 - 2010
Mayflower Mortgage   2004 - 2006

Skills
Investment Properties, Refinance, Mortgage Banking, Loans, Loan Origination, First Time Home Buyers, Residential Homes, Credit, Contract Negotiation, Business Development, Mortgage Lending, FHA, Mortgage Underwriting, Reverse Mortgages, VA loans, Real Estate, Small Business, Banking, Residential Mortgages, Real Estate Financing, Commercial Real Estate, Buyer Representation, Waterfall, Insurance, Loan Servicing, Portfolio Management, Mortgage Servicing

Education
Wilberforce University   1994 — 1996
Bachelor of Science (BS), Organizational Management, Graduated

Central State University   1990 — 1995

Peter Gates Peter Gates Greater Boston Area Details
Peter Gates's Wells Fargo Advisors Experience July 2011 - Present
Job First Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   July 2011 - Present
Wells Fargo Advisors   January 2009 - July 2011
Wells Fargo Advisors   July 2007 - January 2009
AG Edwards & Sons  April 2002 - July 2007
CitiStreet  December 2001 - April 2002
mPower  October 2000 - August 2001
Fidelity Investments  1995 - 2000

Skills
Mutual Funds, Asset Allocation, Investments, Retirement Planning, Alternative Investments, Retirement, Securities, Investment Strategies, Fixed Income, Equities

Education
Colby College   1991 — 1995
Bachelor of Arts

Deerfield Academy   1990 — 1991
PG

Scituate High School

Dawn Reitz Dawn Reitz Charlotte, North Carolina Area Details
Dawn Reitz's Wells Fargo Advisors Experience June 2008 - June 2009
Job SVP Product Strategy, The Athene Group
Industry Information Technology and Services
Experience
The Athene Group  2015 - Present
Reitz Management Partners, LLC   March 2011 - February 2015
NouvEON  July 2009 - March 2011
Wells Fargo Advisors   June 2008 - June 2009
Wachovia Corp  May 2007 - November 2008
Wachovia Securities, LLC  1994 - April 2007

Skills
Financial Services, Banking, Risk Management, Strategic Planning, Leadership, Leadership Development

Education
Clemson University   1991 — 1993
B.S. Mathematics, Statistics

Jawarus Smith Jawarus Smith Charlotte, North Carolina Area Details
Jawarus Smith's Wells Fargo Advisors Experience January 2009 - July 2015
Job Customer Service Representative 4 at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   January 2009 - July 2015
WireNet Technologies   October 2008 - November 2008
City of Charlotte  October 2007 - September 2008
Coinmach Corporation  January 2007 - June 2007
other  1999 - 2000

Education
ITT Technical Institute   2005 — 2006
BS, Electronics adn Communications Engineering

Clemson University   1997 — 2002
Computer Engineering

Kevin Downing, PMP Kevin Downing, PMP Greater St. Louis Area Details
Kevin Downing, PMP's Wells Fargo Advisors Experience May 2014 - August 2014
Job Project Manager at MasterCard
Industry Information Technology and Services
Experience
MasterCard  October 2014 - Present
Wells Fargo Advisors   May 2014 - August 2014
BJC HealthCare  October 2013 - March 2014
CareFirst BlueCross BlueShield  May 2013 - July 2013
Lindenwood University and Sanford Brown College   November 2008 - April 2013
Paymaster Technologies, Inc.   June 2007 - June 2008
Wellpoint Blue Cross Blue Shield   August 2006 - April 2007
EDD Solutions, LLC   March 2006 - August 2006
Royster Clark  September 2005 - February 2006
Paymaster Technologies, Inc.   January 2001 - June 2005

Skills
PMP, ERP, Process Improvement, Team Leadership, Change Management, Strategic Planning, Mentoring, Vendor Management, Analysis, Data Analysis, Business Analysis, IT Management, Management Consulting, Project Planning, Team Building, Budgets, Coaching, Organizational..., Public Speaking, Higher Education, Staff Development, Teaching, Human Resources, Program Management, Leadership, Project Management, Training, Management, Software Documentation, Mergers & Acquisitions, Time Management, Leadership Development, Strategy, Microsoft Excel, Sales, Information Technology, Recruiting, Integration, SharePoint

Education
Christian Brothers University
BS, Business Administration (Economics)

Roosevelt University
MBA, Business Administration (Marketing)

Jenipher D. Cornelius, MBA Jenipher D. Cornelius, MBA Houston, Texas Area Details
Jenipher D. Cornelius, MBA's Wells Fargo Advisors Experience November 2013 - Present
Job Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   November 2013 - Present
OSU Federal Credit Union  November 2005 - June 2013

Skills
Leadership, Strategic Planning, Team Leadership, Marketing, Management, Public Speaking, Team Building, Budgets, Training, Project Management, Business Development, Microsoft Office, Sales, Customer Service, Insurance, Financial Analysis, Process Improvement, Coaching, Program Management, Marketing Strategy, Account Management, Nonprofits, Sales Management, Leadership Development, Organizational...

Education
George Fox University   2007 — 2009
MBA, Business

Oregon State University   2003 — 2005
Bachelor of Arts (BA), Political Science

Chemeketa Community College   2003 — 2003
Associate of Arts Oregon Transfer Degree

Allison Guzman Allison Guzman Greater New York City Area Details
Allison Guzman's Wells Fargo Advisors Experience March 2006 - Present
Job Assistant VicePresident / Sr. Reg. Client Assoc. at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors   March 2006 - Present

Education
City University of New York City College
BA, Liberal Arts

Dan Chiriani Dan Chiriani Greater New York City Area Details
Dan Chiriani's Wells Fargo Advisors Experience April 2012 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo Advisors   April 2012 - Present
UBS  November 2010 - April 2012
Merrill Lynch  1999 - 2008
American Stock Exchange  June 1986 - March 1999

Skills
Options, Series 4, Series 7, Commodities

Education
Pace University - Lubin School of Business   1993 — 1998
MBA, International Business

John Jay College of Criminal Justice
Bachelor of Science (BS), Criminal Justice and Corrections

Dakota Cody Murphy Dakota Cody Murphy Seal Beach, California Details
Dakota Cody Murphy's Wells Fargo Advisors Experience August 2014 - Present
Job The Harmon Financial Group Wealth Management & Retirement Planning of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   August 2014 - Present
UBS Financial Services, Inc.   2012 - August 2014
Edward Jones  2009 - 2012

Education
College for Financial Planning   2013 — 2016
Certified Financial Planner, Financial Planning

University of Colorado at Boulder
BA, Economics

David W. Green David W. Green Birmingham, Alabama Details
David W. Green's Wells Fargo Advisors Experience November 2008 - October 2011
Job Managing Member / Investment Advisor Representative, Green Financial Management, LLC
Industry Financial Services
Experience
Green Financial Management, LLC   October 2011 - Present
Clark Financial Advisors, LLC   October 2011 - October 2012
Wells Fargo Advisors   November 2008 - October 2011
McWane, Inc.   August 2004 - September 2008
Ransom Industries, LLP   February 2001 - July 2004
M&H Valve Company, a Division of McWane, Inc.   October 1998 - January 2001
Kennedy Valve, a Division of McWane, Inc.   October 1998 - January 2001
Clow Water Systems  December 1997 - September 1998
Kennedy Valve, a Division of McWane, Inc.   March 1994 - November 1997
McWane Cast Iron Pipe, a Division of McWane, Inc.   July 1993 - February 1994

Skills
Leadership, Management, Training, Manufacturing, Finance, Financial Analysis, Investments, Strategic Planning, Strategic Financial..., Risk Management, Mergers & Acquisitions, Asset Management, Process Improvement, Series 7, Portfolio Management, Analysis, Deferred Compensation, Leadership Development, Microsoft Excel, Project Management, Microsoft Word, Auditing, Insurance, Program Management, Succession Planning, Business Development, Wealth Management, Contract Negotiation, New Business Development, Microsoft Office, Recruiting, Cross-functional Team..., Operations Management, Sales Management, Cash Flow, Public Speaking, Negotiation, Asset Allocation, Six Sigma, Employee Benefits, Financial Planning

Education
University of Alabama, Manderson Graduate School of Business   1991 — 1993
MBA, Finance, Business Management

University of Alabama   1980 — 1983
BSCE, College of Engineering

Coastal Carolina University   1978 — 1980

University of Alabama   1977 — 1978
Engineering

Aaron Lawson Aaron Lawson Palos Verdes Peninsula, California Details
Aaron Lawson's Wells Fargo Advisors Experience March 2014 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Investment Management
Experience
Wells Fargo Advisors   March 2014 - Present
US Air Force  January 1994 - January 2014
United States Air Force  April 1991 - January 1994

Skills
Wealth Management, Financial Planning, Organizational..., Special Operations, Counterterrorism, Risk Assessment, DoD, Contingency Planning, Emergency Management, Operations Management, Leadership, SCI Clearance, Joint Military..., Interagency Coordination, Combat, Intelligence Community, Crisis Management, Leadership Development, Aerospace, National Security, Systems Engineering, Operational Planning, Intelligence, Surveillance, Tactics, Government Contracting, Weapons, Counterinsurgency, Military, Command & Control, Military Operations, HUMINT, Security Clearance, Military Experience, Government, Security Operations, Security, Team Building, COMSEC, Program Management, Project Planning, Space Systems, Military Logistics, Aviation, Security Management

Education
Loyola Marymount University   1989 — 1993
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Chapman University   1994 — 1996
Master of Science (MS), Human Resources Management/Personnel Administration, General

William Irwin William Irwin Charlotte, North Carolina Area Details
William Irwin's Wells Fargo Advisors Experience September 2013 - January 2014
Job Systems QA Analyst 4 at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo  January 2014 - Present
Wells Fargo Advisors   September 2013 - January 2014
Wells Fargo  March 2012 - March 2013
Compass Group  November 2011 - February 2012
Wells Fargo  April 2011 - October 2011
Bank of America  December 2010 - April 2011
Wachovia  February 2009 - July 2010
Family Dollar  May 2008 - November 2008

Skills
Regression Testing, Acceptance Testing, Quality Center, Testing, Test Planning, QTP, SDLC, SharePoint, Agile Methodologies, Quality Assurance, Test Automation, Software Quality..., Business Requirements, SQL, Waterfall, Oracle, Integration, Databases, Microsoft SQL Server, Business Analysis, HP Quality Center

Education
University of North Carolina at Charlotte   1997 — 2001
Bachelor, Computer Science

Central Piedmont Community College   1995 — 1997
Associate, Science

Lou Sef Lou Sef Jacksonville, Florida Details
Lou Sef's Wells Fargo Advisors Experience September 2009 - December 2011
Job Technology Leader Vice President at Citibank N.A.
Industry Financial Services
Experience
Citibank N.A.   February 2014 - Present
CITI Group  July 2012 - Present
BCBSFL  December 2011 - April 2012
Wells FArgo Advisors   September 2009 - December 2011
Wells Fargo Advisors   October 2009 - October 2011
Wachovia  1978 - 2010
Wachovia  August 2003 - September 2009
Wachovia  January 2000 - January 2003
First Union National Bank  January 1996 - January 2000
First Union  January 1992 - January 1996

Skills
Vendor Management, Virtual Management, Risk Management, Leadership, SDLC, Business Analysis, Relationship Management, Program Management, Financial Services, Banking, Portfolio Management, Project Management

Education
Cleveland State University
BS, Computer Science

Michele Lariviere Michele Lariviere West Lebanon, New Hampshire Details
Michele Lariviere's Wells Fargo Advisors Experience October 2006 - July 2015
Job Administrative Assistant at M2S
Industry Executive Office
Experience
Wells Fargo Advisors   October 2006 - July 2015
Storrs Pond Recreation Area/Hanover Improvement Society   March 1999 - October 2006

Skills
Microsoft Office, Microsoft Word, Customer Service, Project Management, Event Planning, Typing at 90 wpm, Organized, Outlook Express, Training, Research, Recruiting, Management, Team Building, Budgets, Team Leadership, Operations Management, Project Planning, Human Resources, Customer Satisfaction, Microsoft Excel

Education
Champlain College

Johnson & Wales College

Kevin Boderick Kevin Boderick Charlotte, North Carolina Area Details
Kevin Boderick's Wells Fargo Advisors Experience April 2008 - January 2010
Job Financial Services Professional
Industry Financial Services
Experience
Aon Hewitt  September 2014 - Present
Merrill Lynch  June 2013 - July 2014
UBS  January 2012 - June 2013
LPL Finanical  2011 - 2012
Wells Fargo Advisors   April 2008 - January 2010

Skills
Sports Marketing, Strategic Planning, Investment Banking, Risk Assessment, Risk Management, Wealth Management..., Strategic Partnerships, 401k, Analysis, Finance, Financial Analysis, Financial Services, Insurance, Mutual Funds, Investments, Retirement Planning, Securities, Series 7, Strategic Financial..., Wealth Management

Education
Clemson University - College of Business and Behavioral Science   1986 — 1992
BS, Marketing

Caroline Laiacona Caroline Laiacona Las Vegas, Nevada Area Details
Caroline Laiacona's Wells Fargo Advisors Experience July 1999 - April 2002
Job Director of Operations
Industry Commercial Real Estate
Experience
Commerce Real Estate Solutions  September 2015 - Present
Commerce Real Estate Solutions Cushman & Wakefield Alliance Member  July 2013 - Present
CB Richard Ellis - Global Corporate Services  June 2009 - June 2013
Wedbush Morgan Securities  October 2006 - June 2009
Nevada State Bank  May 2006 - October 2006
Wachovia Securities Financial Network  October 2004 - May 2006
MERRILL LYNCH PIERCE FENNER & SMITH  April 2002 - October 2004
Wells Fargo Advisors   July 1999 - April 2002

Skills
Budgeting, Forecasting, P&L, Administration, Securities, Customer Service, Word, Microsoft Office, Investments, Budgets, Real Estate, Recruiting, Finance, Team Building, Income Statement, Banking, Financial Services, System Administration, Analysis, Management, Training, Marketing, Human Resources, Contract Negotiation, Microsoft Word, Strategic Planning, Financial Analysis, Risk Management, Leadership, Negotiation, Business Development, Sales, Operations Management, Business Planning, Policy, Process Improvement, Facilities Management, Insurance, Project Management, Asset Management, Office Administration, Contract Management, Property Management, Leases, Commercial Real Estate, Due Diligence, Process Scheduler, Real Estate Economics, Real Estate Development, Investment Properties

Education
College of Staten Island   1984 — 1986
Business, Psychology

City University of New York-College of Staten Island
Business / Psychology

Bill Raney MS, CFP Bill Raney MS, CFP Grundy Center, Iowa Details
Bill Raney MS, CFP's Wells Fargo Advisors Experience 1996 - 1999
Job Investment Advisor Representative
Industry Banking
Experience
GNB Investments   2007 - Present
Lincoln Savings Bank  1999 - 2007
Wells Fargo Advisors   1996 - 1999

Skills
Investments, Life Insurance, FINRA, Retirement Planning, Mutual Funds, Series 7, Health Insurance, Asset Allocation, Portfolio Management, Asset Management, Risk Management, Financial Analysis, Equities, IRAs

Education
College for Financial Planning   2006 — 2007
Master of Science, Personal Financial Planning

University of Northern Iowa   1978 — 1982
Bachelor of Arts, General Studies

Adam Davison Adam Davison Greater Boston Area Details
Adam Davison's Wells Fargo Advisors Experience April 2015 - Present
Job PCG Senior Client Associate at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   April 2015 - Present
Putnam Investments  December 2008 - April 2015
Fantasy Entertainment  May 2007 - August 2007
Kelliher Samets Volk  September 2006 - December 2006

Skills
Data Analysis, Marketing, Quantitative Analytics, Analytics, Market Research, Business Analysis, Google Adwords, Microsoft Word, Salesforce.com

Education
Champlain College   2003 — 2007
BS, Marketing Management

Kimberly Chaffee Kimberly Chaffee Greater Pittsburgh Area Details
Kimberly Chaffee's Wells Fargo Advisors Experience June 2000 - April 2002
Job Owner, Kimberly's Quilting and Sewing
Industry Retail
Experience
Kimberly's Quilting and Sewing   March 2010 - Present
Wells Fargo Advisors   June 2000 - April 2002
Wells Fargo Advisors   January 2000 - March 2002

Skills
Customer Service, Sewing, Inventory Management, Budgets, Social Media, Residential Homes

Education
Chaminade University of Honolulu   1994 — 1996
Bachelor's Degree, English

Patty Reynoso Patty Reynoso San Francisco Bay Area Details
Patty Reynoso's Wells Fargo Advisors Experience 2006 - 2011
Job Executive Assistant
Industry Financial Services
Experience
BlackRock  July 2012 - Present
Deutsche Bank  December 2011 - July 2012
Wells Fargo Advisors   2006 - 2011

Skills
Series 7, Insurance, Series 63, Series 65, Outlook, Customer Service, Excel, Administrative Support, Word, PowerPoint, Securities, Mutual Funds, Problem Solving, Microsoft Office, IRA's, Compliance, Annuities

Education
Chabot College
Associate, Liberal Arts

Kristin Saleeby Kristin Saleeby Charleston, South Carolina Area Details
Kristin Saleeby's Wells Fargo Advisors Experience July 2008 - March 2010
Job Client Service Associate at UBS
Industry Government Relations
Experience
UBS  May 2011 - Present
CGI  April 2010 - May 2011
Wells Fargo Advisors   July 2008 - March 2010
Wachovia, A Wells Fargo Company  November 2006 - June 2008

Education
Clemson University   1998 — 2002
BS, Marketing

Lisa Noyes Lisa Noyes Raleigh-Durham, North Carolina Area Details
Lisa Noyes's Wells Fargo Advisors Experience March 1995 - September 2009
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley Smith Barney  June 2010 - September 2010
Wells Fargo Advisors   March 1995 - September 2009

Education
Clemson University   1982 — 1986
B.S., Financial Management

Laura Hollis Laura Hollis Greenville, South Carolina Area Details
Laura Hollis's Wells Fargo Advisors Experience 1999 - 2007
Job Paralegal at Wendell L. Hawkins, P.A.
Industry Law Practice
Experience
Wendell L. Hawkins, P.A.   July 2007 - Present
Wendell L. Hawkins, P.A.   2007 - 2012
Wells Fargo Advisors   1999 - 2007

Skills
Real Estate, Real Estate Transactions, Contract Negotiation

Education
Clemson University - College of Business and Behavioral Science   1995 — 1999
Bachelor of Science, Marketing

Marty Schuessel Marty Schuessel Dallas/Fort Worth Area Details
Marty Schuessel's Wells Fargo Advisors Experience January 2004 - Present
Job Financial Advisor, Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   January 2004 - Present
Morgan Stanley  1994 - 2004

Skills
Separately Managed..., 401k Rollovers, Retirement Income..., Wealth Preservation..., Roth IRA, IRA's, Asset Allocation, Retirement, Financial Advisory, Investment Strategies, Wealth Accumulation, Saving for Education, Annuities, Mutual Funds, Insurance Planning, 401k, Stocks, Securities, Investments, Fixed Annuities, IRAs, Wealth, Wealth Planning, Portfolio Analysis, Portfolio Management, Wealth Management

Education
City Colleges of Chicago-Harry S Truman College

Jennifer Schlom Jennifer Schlom Orange County, California Area Details
Jennifer Schlom's Wells Fargo Advisors Experience January 2005 - October 2006
Job Account Manager at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services  January 2010 - Present
Dealer Protection Group   December 2007 - September 2009
Wells Fargo Advisors   January 2005 - October 2006
Safeguard Dental   February 2000 - April 2003
Aon/Albert G. Ruben Insurance Services, Inc.   February 1994 - November 1999

Skills
Property & Casualty..., Commercial Insurance, Underwriting, Professional Liability, Insurance, Brokers, Health Insurance, General Insurance, Employment Practices..., Health Savings Accounts, Employee Benefits, Disability Insurance, Customer Service

Education
Chaffey College   1991 — 1993
Communications

Barry Schoenfeld Barry Schoenfeld Caldwell, New Jersey Details
Barry Schoenfeld's Wells Fargo Advisors Experience April 2010 - Present
Job Vice President Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   April 2010 - Present
Morgan Stanley Smith Barney  April 1996 - April 2010
Paine Webber  February 1982 - April 1994

Education
City University of New York City College

Terrence Hollomon-Louis Terrence Hollomon-Louis Charlotte, North Carolina Details
Terrence Hollomon-Louis's Wells Fargo Advisors Experience August 2013 - Present
Job Insurance Service Representative at Allstate
Industry Consumer Services
Experience
Allstate  April 2014 - Present
Wells Fargo Advisors   August 2013 - Present
American Honda Finance Corporation  November 2012 - February 2013
Assignment Legal Services   May 2007 - August 2012
State of New York Office of Attorney General   June 2006 - August 2006

Skills
Customer Service, Administrative..., Microsoft Office, Filing, Time Management, Social Networking, Office Administration, Sales, Internet, Research, Communication, Conflict Resolution, Team Leadership, Leadership Development, Organization, Highly detail oriented, Ten Key, Typing, Call Centers

Education
Central State University
Bachelor of Arts, Music Performance

Xiong Vue Xiong Vue Minneapolis, Minnesota Details
Xiong Vue's Wells Fargo Advisors Experience 2011 - 2012
Job medical devices
Industry Hospital & Health Care
Experience
Wells Fargo Advisors   2011 - 2012
Community Dental   February 2011 - March 2011

Skills
I work well with people., I am also a fast..., Dental Assisting, X-ray, Coronal Polishing, Customer Service, Data Entry, Microsoft Word, Outlook, Telephone Skills, Microsoft Office, Sales, Call Centers, Time Management, Access, 10 Key, Leadership, Customer Satisfaction

Education
Century College   2006 — 2011
Diploma, Dental Assisting/Assistant

G. William Johnston IV, J.D. G. William Johnston IV, J.D. Matthews, North Carolina Details
G. William Johnston IV, J.D.'s Wells Fargo Advisors Experience June 2015 - Present
Job Vice President, Compliance Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   June 2015 - Present
Wells Fargo Securities  December 2013 - Present
Financial Industry Regulatory Authority  January 2006 - August 2010
Legg Mason Wood Walker  April 2005 - December 2005
Legg Mason Wood Walker  June 2003 - April 2005
Legg Mason Wood Walker  January 1999 - June 2003

Skills
Securities, FINRA, Hedge Funds, Mutual Funds, Investments, Wealth Management, Investment Banking, Finance, AML, Series 7, Equities, Financial Risk, Litigation, Fixed Annuities, Process Improvement, Analysis, Training, Arbitration, Series 24, Broker-Dealer, Swap Dealer

Education
Charlotte School of Law   2010 — 2012
Doctor of Law (J.D.)

James Madison University   1995 — 1999
Bachelor of Business Administration (B.B.A.), Finance, General

Lance Boettcher Lance Boettcher Boise, Idaho Area Details
Lance Boettcher's Wells Fargo Advisors Experience December 2006 - July 2013
Job Private Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  July 2013 - Present
Wells Fargo Advisors   December 2006 - July 2013

Skills
Series 7, Series 63, Retirement Planning, Wealth Management, Investments, Mutual Funds, Securities, Portfolio Management, Asset Allocation, Strategic Financial..., Credit, Series 6, Loans, Banking, Mortgage Lending, Retirement

Education
Central Washington University
Bachelor of Business Administration (B.B.A.), Finance, General

Issaquah High

University of Phoenix-Utah Campus
Master of Business Administration (M.B.A.)

Collin Herron Collin Herron Seneca, South Carolina Details
Collin Herron's Wells Fargo Advisors Experience March 2010 - August 2011
Job Production Associate at BMW Manufacturing
Industry Automotive
Experience
BMW Manufacturing  February 2014 - Present
MAU Workforce Solutions  August 2011 - February 2014
Wells Fargo Advisors   March 2010 - August 2011
AXA Advisors  February 2009 - March 2010

Skills
Financial Accounting, Accounting, Property Management, Financial Statement..., Financial Analysis, Finance

Education
Clemson University - College of Business and Behavioral Science   2004 — 2009
Bachelor of Science (BS), Financial Management

Joe saporito Joe saporito Salem, Oregon Details
Joe saporito's Wells Fargo Advisors Experience January 2011 - October 2012
Job Internet Professional
Industry Internet
Experience
Amazon  2012 - 2013
Wells Fargo Advisors   January 2011 - October 2012

Skills
Computers, Management, Technical Support, Leadership, Digital Marketing, Customer Service, Risk Management, Online Marketing, Marketing Strategy, Social Media, Account Management, Project Management, Business Development, Social Media Marketing, Team Leadership, Social Networking, Training, Strategic Planning, Team Building, Vendor Management, Networking, Email Marketing

Education
Chemeketa Community College   2012 — 2013

east fairmont highschool   1990 — 1993
GED

Toniy Shears Toniy Shears Charlotte, North Carolina Details
Toniy Shears's Wells Fargo Advisors Experience February 2011 - July 2012
Job Financial Services Professional
Industry Financial Services
Experience
Contractor  March 2013 - Present
Wells Fargo Advisors   February 2011 - July 2012
Fifth Third Bank  2003 - 2009

Skills
Banking, Credit Analysis, Retail Banking, Consumer Lending, Commercial Banking, Loan Origination, Investments, Finance, Mutual Funds

Education
Fayetteville Technical Community College
Associate of Arts (AA), Health and Human Services, Funeral Service and Mortuary Science

Central Piedmont Community College

Alexis Payne Alexis Payne Lawrenceville, Georgia Details
Alexis Payne's Wells Fargo Advisors Experience January 2013 - Present
Job bank teller at Wells Fargo Advisors
Industry Banking
Experience
Wells Fargo Advisors   January 2013 - Present

Education
Clark Atlanta University
business

Robert Bey Robert Bey Garden City, New York Details
Robert Bey's Wells Fargo Advisors Experience August 1998 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   August 1998 - Present
Wachovia Securities Financial Network  September 2004 - December 2008
Prudential Financial  August 1997 - September 2002

Skills
Forensic Science, Handwriting Comparisons, Forgery Detection, Ink Differentiation, Document Dating, Print Process..., Advanced Adobe Photoshop, Investment Planning, Risk Management, Asset Allocation, Income Generation, Estate Planning, Group Retirement Plan..., Public Speaking, Carpentry, Being Honest

Education
John Jay College of Criminal Justice   1995 — 1997
Bachelor of Science (BS), Forensic Science

Hofstra University   1992 — 1996
Bachelor's degree, Biology, General

William Layman William Layman Huntersville, North Carolina Details
William Layman's Wells Fargo Advisors Experience March 2010 - Present
Job Business Systems Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   March 2010 - Present

Skills
IT Operations, Brokerage, Business Analysis, Database Design, Information Technology, Project Management

Education
Pfeiffer University   1999 — 2001
Master of Business Administration (M.B.A.)

Clemson University   1990 — 1995
Bachelor's degree, Accounting and Finance

Heidi Holloway Heidi Holloway Newport News, Virginia Details
Heidi Holloway's Wells Fargo Advisors Experience January 2008 - May 2010
Job Account Executive at Enterprise Fleet Management
Industry Automotive
Experience
Enterprise Fleet Management  June 2010 - Present
Wells Fargo Advisors   January 2008 - May 2010
BB&T  May 2004 - January 2008

Skills
Fleet Management, Fleet Leasing, Fleet Services, Fleet Optimization, Consulting, Cost Control

Education
Christopher Newport University   2003 — 2007
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services

Allan Barasch Allan Barasch New York, New York Details
Allan Barasch's Wells Fargo Advisors Experience August 2014 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Investment Management
Experience
Wells Fargo Advisors   August 2014 - Present
MWM Group   December 2012 - August 2014

Skills
Retirement Planning, Securities, Mutual Funds, Investments, Annuities, 401 (k), Life Insurance, Long Term Care Insurance, Bonds, Investment Management

Education
City University of New York-Brooklyn College   2001 — 2004
Finance and Financial Management Services

John Forness John Forness Matthews, North Carolina Details
John Forness's Wells Fargo Advisors Experience August 2010 - November 2013
Job Compliance Consultant at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities  November 2013 - Present
Wells Fargo Advisors   August 2010 - November 2013

Skills
Series 7, Series 66, Series 24, Series 31, Series 9, Series 10, Dodd-Frank, Capital Markets, Risk Management, Investments, Financial Services, Financial Planning, Derivatives, Interest Rate..., Securities, Fixed Income, Equities, Trading, Finance, Options, Financial Risk, Management, Mergers & Acquisitions

Education
Queens University of Charlotte   1999 — 2002
Master of Business Administration (M.B.A.), Focus on Leadership

Clarkson University   1990 — 1994
Bachelor's degree, Fianance

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