Wells Fargo Advisors
Industry: Subsidiary
DescriptionWells Fargo Advisors is a subsidiary of Wells Fargo, located in St Louis, Missouri. It is the ninth largest brokerage firm in the United States as of August 17, 2017 with $490 billion retail client assets under management. Headquarters: St. Louis, Missouri, United States Number of employees: 15,000 Advisors Parent organization: Wells Fargo Founded: 4 September 2001 Total assets: 490 billion USD Subsidiaries: Wachovia Securities (Argentina) LLC (Buenos Aires Argentina),
Wells Fargo Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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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
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
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
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
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
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
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
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
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
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
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
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 & 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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Wells Fargo Advisors March 2015 - Present
Education
City University of New York-John Jay College of Criminal Justice
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Wells Fargo Advisors 1991 - Present
Skills
401k Rollovers, Investment Planning, Retirement Planning
Education
Clarkson University
Bachelor's Degree, Economics and Finance
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
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
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
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
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
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
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
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
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
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
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)
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
Wells Fargo Advisors March 2006 - Present
Education
City University of New York City College
BA, Liberal Arts
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
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
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
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
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
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
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
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
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
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
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'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
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
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
Morgan Stanley Smith Barney June 2010 - September 2010
Wells Fargo Advisors March 1995 - September 2009
Education
Clemson University 1982 — 1986
B.S., Financial Management
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
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
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
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
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
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
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
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.)
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
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
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
Wells Fargo Advisors January 2013 - Present
Education
Clark Atlanta University
business
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
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
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
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
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