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),
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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
Meridith Weber Meridith Weber's Wells Fargo Advisors Experience June 2013 - August 2013
Job Grants Administrator at The Scripps Research Institute
Industry Biotechnology
Experience
The Scripps Research Institute January 2015 - Present
Brown Brothers Harriman November 2013 - November 2014
Wells Fargo Advisors June 2013 - August 2013
Hominy Grill April 2012 - May 2013
Dunleavy's Pub November 2009 - September 2011
College of Charleston May 2010 - July 2010
Paul Thurmond for Congress February 2010 - April 2010
Merrill Lynch Investment Managers 2008 - 2009
Skills
PowerPoint, Facebook, Spanish, Social Networking, Event Planning, Excel, Microsoft Office, Word, Food & Beverage, Organization, Prioritization, Sales, Intercultural..., Childcare, Analysis, LinkedIn, Access, Twitter, Microsoft Word, Microsoft Excel
Education
College of Charleston 2009 — 2012
Bachelor of Science, Business Administration concentrating in Finance
Barnstable High
Barnstable High
The Scripps Research Institute January 2015 - Present
Brown Brothers Harriman November 2013 - November 2014
Wells Fargo Advisors June 2013 - August 2013
Hominy Grill April 2012 - May 2013
Dunleavy's Pub November 2009 - September 2011
College of Charleston May 2010 - July 2010
Paul Thurmond for Congress February 2010 - April 2010
Merrill Lynch Investment Managers 2008 - 2009
Skills
PowerPoint, Facebook, Spanish, Social Networking, Event Planning, Excel, Microsoft Office, Word, Food & Beverage, Organization, Prioritization, Sales, Intercultural..., Childcare, Analysis, LinkedIn, Access, Twitter, Microsoft Word, Microsoft Excel
Education
College of Charleston 2009 — 2012
Bachelor of Science, Business Administration concentrating in Finance
Barnstable High
Barnstable High
Steve Brill, CFP® Steve Brill, CFP®'s Wells Fargo Advisors Experience January 2009 - September 2014
Job Vice PresidentInvestments,CFP®, Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co. October 2014 - Present
Wells Fargo Advisors January 2009 - September 2014
A.G. Edwards & Sons, Inc. October 1996 - January 2009
Skills
Retirement Planning, Investments, Asset Allocation, Wealth Management, Wealth Transfer, 529 Plans, Insurance, Retirement Income..., Investment Strategies
Education
College for Financial Planning 2006 — 2007
CFP®
State University of New York at Albany 1988 — 1992
Bachelor of Arts (B.A.), Economics
Smithtown East 1984 — 1988
Benjamin F. Edwards & Co. October 2014 - Present
Wells Fargo Advisors January 2009 - September 2014
A.G. Edwards & Sons, Inc. October 1996 - January 2009
Skills
Retirement Planning, Investments, Asset Allocation, Wealth Management, Wealth Transfer, 529 Plans, Insurance, Retirement Income..., Investment Strategies
Education
College for Financial Planning 2006 — 2007
CFP®
State University of New York at Albany 1988 — 1992
Bachelor of Arts (B.A.), Economics
Smithtown East 1984 — 1988
John Woolard III John Woolard III's Wells Fargo Advisors Experience October 2013 - Present
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors October 2013 - Present
Castle Consulting February 2013 - September 2013
Independent Consultant March 2012 - August 2013
Atlanta-Rio de Janeiro Sister Cities Foundation February 2011 - January 2013
Pacific Ethnography May 2012 - December 2012
SmartRevenue March 2012 - December 2012
Georgia State University January 2011 - May 2012
Georgia State University January 2011 - May 2011
Culver Academies August 2009 - June 2010
Wells Fargo Advisors January 2009 - March 2009
Education
Georgia State University 2010 — 2012
M.A., Anthropology, 4.0
TEFL International 2008 — 2008
TESOL Certification, Teach English to Speakers of Other Languages, 97%
College of Charleston 2003 — 2007
B.S. International Business / B.A. Spanish / Post-Undergraduate Portuguese & International Relations
Virginia Episcopal School 1999 — 2003
High School Diploma, General
Wells Fargo Advisors October 2013 - Present
Castle Consulting February 2013 - September 2013
Independent Consultant March 2012 - August 2013
Atlanta-Rio de Janeiro Sister Cities Foundation February 2011 - January 2013
Pacific Ethnography May 2012 - December 2012
SmartRevenue March 2012 - December 2012
Georgia State University January 2011 - May 2012
Georgia State University January 2011 - May 2011
Culver Academies August 2009 - June 2010
Wells Fargo Advisors January 2009 - March 2009
Education
Georgia State University 2010 — 2012
M.A., Anthropology, 4.0
TEFL International 2008 — 2008
TESOL Certification, Teach English to Speakers of Other Languages, 97%
College of Charleston 2003 — 2007
B.S. International Business / B.A. Spanish / Post-Undergraduate Portuguese & International Relations
Virginia Episcopal School 1999 — 2003
High School Diploma, General
Eve Graham Eve Graham's Wells Fargo Advisors Experience March 2015 - Present
Job Investment Management Specialist at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors March 2015 - Present
Wells Fargo Advisors March 2012 - March 2015
A.G. Edwards & Sons, Inc. April 2006 - April 2012
Skills
Banking, Loans, Credit, Mortgage Lending, Risk Management, Financial Analysis, Portfolio Management, Credit Analysis, Process Improvement, Investments, Customer Service, Retail Banking, Financial Services, Mortgage Banking, Commercial Banking, APL, Managing Accounts, Rumba, Microsoft Office, Microsoft Excel, Microsoft Word, Trading, Training, Diversity & Inclusion, Leadership, Mutual Funds, Team Building, Wealth Management, Relationship Management, Finance, Securities, Public Speaking, Strategy, Management, Asset Management
Education
Columbia College 2014 — 2016
Master's Degree, Criminal Justice/Law Enforcement Administration
Columbia College 2010 — 2016
B.S in General Studies with a minor(s) in Psychology and Criminal Justice, Criminal Justice/Law Enforcement Administration, 3.1
Wells Fargo Advisors March 2015 - Present
Wells Fargo Advisors March 2012 - March 2015
A.G. Edwards & Sons, Inc. April 2006 - April 2012
Skills
Banking, Loans, Credit, Mortgage Lending, Risk Management, Financial Analysis, Portfolio Management, Credit Analysis, Process Improvement, Investments, Customer Service, Retail Banking, Financial Services, Mortgage Banking, Commercial Banking, APL, Managing Accounts, Rumba, Microsoft Office, Microsoft Excel, Microsoft Word, Trading, Training, Diversity & Inclusion, Leadership, Mutual Funds, Team Building, Wealth Management, Relationship Management, Finance, Securities, Public Speaking, Strategy, Management, Asset Management
Education
Columbia College 2014 — 2016
Master's Degree, Criminal Justice/Law Enforcement Administration
Columbia College 2010 — 2016
B.S in General Studies with a minor(s) in Psychology and Criminal Justice, Criminal Justice/Law Enforcement Administration, 3.1
Trina Jermeland Trina Jermeland's Wells Fargo Advisors Experience 1993 - 1995
Job OPERATIONS & BUSINESS ANALYST: Business Process & Systems | Special Projects | Training
Industry Information Technology and Services
Experience
Lawson Software 2003 - October 2013
Lawson Software 2001 - 2003
Lawson Software 1998 - 2001
Carlson Lundquist & Company 1995 - 1998
Wells Fargo Advisors 1993 - 1995
Skills
Business Process, Business Intelligence, Business Process..., Data Warehousing, Software Implementation, User Acceptance Testing, End User Training, Requirements Analysis, Professional Services, Integration, Business Analysis, Enterprise Software, Software Project...
Education
College of St. Benedict 1988 — 1992
Bachelor of Arts (BA), Accounting
Lawson Software 2003 - October 2013
Lawson Software 2001 - 2003
Lawson Software 1998 - 2001
Carlson Lundquist & Company 1995 - 1998
Wells Fargo Advisors 1993 - 1995
Skills
Business Process, Business Intelligence, Business Process..., Data Warehousing, Software Implementation, User Acceptance Testing, End User Training, Requirements Analysis, Professional Services, Integration, Business Analysis, Enterprise Software, Software Project...
Education
College of St. Benedict 1988 — 1992
Bachelor of Arts (BA), Accounting
Hayley Hitchcock Hayley Hitchcock's Wells Fargo Advisors Experience June 2012 - August 2012
Job Business Development Representative
Industry Information Technology and Services
Experience
NetSuite July 2015 - Present
Istonish June 2014 - August 2014
Xylem Design May 2013 - December 2013
Pi Beta Phi Sorority November 2012 - November 2013
Wells Fargo Advisors June 2012 - August 2012
Riverside Golf & Country Club April 2012 - August 2012
Office of Senator Baucus May 2009 - August 2009
Skills
Microsoft Office, Leadership, Communication Skills, Marketing Communications, Social Networking, Management, Microsoft Excel, Finance, QuickBooks, Data Analysis, Time Management, Marketing, Market Research, Analysis, Sales, Teamwork, Communication
Education
Bozeman High School
Colorado State University
Bachelor of Business Administration (B.B.A.), Marketing
NetSuite July 2015 - Present
Istonish June 2014 - August 2014
Xylem Design May 2013 - December 2013
Pi Beta Phi Sorority November 2012 - November 2013
Wells Fargo Advisors June 2012 - August 2012
Riverside Golf & Country Club April 2012 - August 2012
Office of Senator Baucus May 2009 - August 2009
Skills
Microsoft Office, Leadership, Communication Skills, Marketing Communications, Social Networking, Management, Microsoft Excel, Finance, QuickBooks, Data Analysis, Time Management, Marketing, Market Research, Analysis, Sales, Teamwork, Communication
Education
Bozeman High School
Colorado State University
Bachelor of Business Administration (B.B.A.), Marketing
Michael McGrath, CFP® Michael McGrath, CFP®'s Wells Fargo Advisors Experience November 1997 - Present
Job Branch Manager, Senior Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors November 1997 - Present
ComputerLand 1982 - 1997
Skills
401k Rollovers, Asset Allocation, Financial Advisory, Fixed Income Strategies, Insurance, Investment Planning, Retirement Planning, Mutual Funds, Bonds, Annuities, Equities
Education
College for Financial Planning
CFP ®, Financial
Wells Fargo Advisors November 1997 - Present
ComputerLand 1982 - 1997
Skills
401k Rollovers, Asset Allocation, Financial Advisory, Fixed Income Strategies, Insurance, Investment Planning, Retirement Planning, Mutual Funds, Bonds, Annuities, Equities
Education
College for Financial Planning
CFP ®, Financial
Scott Pederson Scott Pederson's Wells Fargo Advisors Experience April 2012 - Present
Job Director of Productivity Tools at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors April 2012 - Present
Wells Fargo Advisors July 2009 - March 2012
Pederson Technologies, Inc. 1999 - July 2009
Skills
Requirements Gathering, SDLC, Business Analysis, Requirements Analysis, Business Intelligence, Data Modeling, Data Warehousing, Financial Services, PMO, Business Process..., Vendor Management, Software Development, Analysis, Enterprise Architecture, Business Process, Analytics, Agile Methodologies, Project Delivery, SQL, Business Development, Cloud Computing, New Business Development, Increase Productivity, Supplier Negotiation, Big Data, ETL, Staff Development, Staff Management, Sales Process, Best Practices, Information Security, Military Experience
Education
Northeastern Illinois University 1993 — 1995
Computer Science and Business
College of Lake County 1992 — 1993
Computer Science
Wells Fargo Advisors April 2012 - Present
Wells Fargo Advisors July 2009 - March 2012
Pederson Technologies, Inc. 1999 - July 2009
Skills
Requirements Gathering, SDLC, Business Analysis, Requirements Analysis, Business Intelligence, Data Modeling, Data Warehousing, Financial Services, PMO, Business Process..., Vendor Management, Software Development, Analysis, Enterprise Architecture, Business Process, Analytics, Agile Methodologies, Project Delivery, SQL, Business Development, Cloud Computing, New Business Development, Increase Productivity, Supplier Negotiation, Big Data, ETL, Staff Development, Staff Management, Sales Process, Best Practices, Information Security, Military Experience
Education
Northeastern Illinois University 1993 — 1995
Computer Science and Business
College of Lake County 1992 — 1993
Computer Science
Justin Pasayan Justin Pasayan's Wells Fargo Advisors Experience October 2012 - July 2013
Job Financial Advisor at USAA
Industry Financial Services
Experience
USAA July 2014 - Present
TD Ameritrade July 2013 - July 2014
Wells Fargo Advisors October 2012 - July 2013
JPMorgan Chase June 2011 - October 2012
Sprint 2007 - 2008
Skills
Retirement Planning, 401k Rollovers, 529 Plans, Asset Allocation, Fixed Income, Stock Trading, Bonds, Stocks, Fixed Annuities, Variable Annuities, Personal Budgeting, Asset Managment, Wealth Management..., Investment Planning, Asset Management, Investments, Mutual Funds, Uniform Combined State..., Investment Advisory, Series 7, Securities, Wealth Management, Portfolio Management, Investment Strategies, IRAs, FINRA, Financial Services
Education
Colorado Technical University
The University of Texas at Arlington
USAA July 2014 - Present
TD Ameritrade July 2013 - July 2014
Wells Fargo Advisors October 2012 - July 2013
JPMorgan Chase June 2011 - October 2012
Sprint 2007 - 2008
Skills
Retirement Planning, 401k Rollovers, 529 Plans, Asset Allocation, Fixed Income, Stock Trading, Bonds, Stocks, Fixed Annuities, Variable Annuities, Personal Budgeting, Asset Managment, Wealth Management..., Investment Planning, Asset Management, Investments, Mutual Funds, Uniform Combined State..., Investment Advisory, Series 7, Securities, Wealth Management, Portfolio Management, Investment Strategies, IRAs, FINRA, Financial Services
Education
Colorado Technical University
The University of Texas at Arlington
Lisa Adamson's Wells Fargo Advisors Experience May 2014 - Present
Job Senior Registered Client Associate, The Cottonwood Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors May 2014 - Present
UBS Wealth Management January 2012 - May 2014
Morgan Stanley September 2002 - January 2012
Skills
Investments, Financial Services, Mutual Funds, Retirement Planning, Asset Allocation, Customer Experience, Client Services, Marketing Communications, Administrative..., Events Coordination, Customer Service, IRAs, Roth IRA, Financial Analysis, Marketing, Business Development, Financial Reporting, Investment Banking, Cash Flow, Document Management, Due Diligence, Organizational..., Planned Giving, Investors, Portfolio Management
Education
College of Marin 1986 — 1988
General Eduation, General Studies
Woods Cross High School 1984 — 1986
Wells Fargo Advisors May 2014 - Present
UBS Wealth Management January 2012 - May 2014
Morgan Stanley September 2002 - January 2012
Skills
Investments, Financial Services, Mutual Funds, Retirement Planning, Asset Allocation, Customer Experience, Client Services, Marketing Communications, Administrative..., Events Coordination, Customer Service, IRAs, Roth IRA, Financial Analysis, Marketing, Business Development, Financial Reporting, Investment Banking, Cash Flow, Document Management, Due Diligence, Organizational..., Planned Giving, Investors, Portfolio Management
Education
College of Marin 1986 — 1988
General Eduation, General Studies
Woods Cross High School 1984 — 1986
Ed Markovich, MBA,CFP® Ed Markovich, MBA,CFP®'s Wells Fargo Advisors Experience March 2003 - Present
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 2003 - Present
Wells Fargo Advisors, LLC March 2003 - Present
UBS PaineWebber, Inc February 1995 - April 2003
Prudential Securities December 1983 - April 1995
Merrill Lynch, Pierce, Fenner & Smith Inc. September 1973 - December 1983
Skills
Wealth Management, Investment Advisory, Retirement Planning, 401k Rollovers, IRA Rollovers, IRAs, Retirement, Mutual Funds, Series 7, Series 63, Series 65, Investment Strategies, Asset Allocation, Financial Planning, Investments
Education
College for Financial Planning 1982 — 1984
Certified Financial Planner, Financial Planning
Indiana University Bloomington 1967 — 1969
MBA
Bethany College West Virginia 1964 — 1967
Bachelor of Arts (B.A.), Economics
Wells Fargo Advisors March 2003 - Present
Wells Fargo Advisors, LLC March 2003 - Present
UBS PaineWebber, Inc February 1995 - April 2003
Prudential Securities December 1983 - April 1995
Merrill Lynch, Pierce, Fenner & Smith Inc. September 1973 - December 1983
Skills
Wealth Management, Investment Advisory, Retirement Planning, 401k Rollovers, IRA Rollovers, IRAs, Retirement, Mutual Funds, Series 7, Series 63, Series 65, Investment Strategies, Asset Allocation, Financial Planning, Investments
Education
College for Financial Planning 1982 — 1984
Certified Financial Planner, Financial Planning
Indiana University Bloomington 1967 — 1969
MBA
Bethany College West Virginia 1964 — 1967
Bachelor of Arts (B.A.), Economics
Kevin Ericson Kevin Ericson's Wells Fargo Advisors Experience August 2014 - Present
Job Securities Operations Specialist at Wells Fargo Advisors
Industry Accounting
Experience
Wells Fargo Advisors August 2014 - Present
Kforce November 2013 - August 2014
Concrete Coring Company of St. Louis July 2013 - October 2013
St. Louis Community College February 2011 - July 2011
U.S. Department of Commerce May 2010 - August 2010
Edward Jones 2007 - 2009
Skills
Budgets, Recruiting, Training, Leadership, Public Speaking, Marketing, Employee Relations, Human Resources, Leadership Development, Strategic Planning, Team Building, Sales, Time Management, Coaching, Nonprofits, Organizational..., Teaching, Event Planning, Customer Service, Management, Team Leadership, Social Networking
Education
University of Missouri-Saint Louis 1987 — 1989
Bachelor of General Studies, Four Minors: Business, Communications, Music, Spanish
College for Financial Planning
AAMS
Wells Fargo Advisors August 2014 - Present
Kforce November 2013 - August 2014
Concrete Coring Company of St. Louis July 2013 - October 2013
St. Louis Community College February 2011 - July 2011
U.S. Department of Commerce May 2010 - August 2010
Edward Jones 2007 - 2009
Skills
Budgets, Recruiting, Training, Leadership, Public Speaking, Marketing, Employee Relations, Human Resources, Leadership Development, Strategic Planning, Team Building, Sales, Time Management, Coaching, Nonprofits, Organizational..., Teaching, Event Planning, Customer Service, Management, Team Leadership, Social Networking
Education
University of Missouri-Saint Louis 1987 — 1989
Bachelor of General Studies, Four Minors: Business, Communications, Music, Spanish
College for Financial Planning
AAMS
Steven Goodell, CFP Steven Goodell, CFP's Wells Fargo Advisors Experience February 2014 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors February 2014 - Present
Yuma Investment Group July 2011 - February 2014
Northwestern Mutual May 2010 - December 2010
Access Computer Products January 2006 - January 2008
Skills
Roth IRA, Retirement Planning, Wealth Accumulation, Finance, Retirement, Securities, Long-term Care, 401k Rollovers, Asset Allocation, Asset Management, Stock Market Analysis, Relationship Management, Investment Strategies, Risk Management, Mutual Funds, ETFs, Municipal Bonds, Wealth Preservation..., Fixed Income Strategies, Fixed Annuities
Education
College for Financial Planning 2011 — 2013
CFP, Certified Financial Planner
Colorado State University 2007 — 2010
Bachelor of Business Administration (BBA), Financial Planning and Services
College of Eastern Utah 2006 — 2007
General Studies
Wells Fargo Advisors February 2014 - Present
Yuma Investment Group July 2011 - February 2014
Northwestern Mutual May 2010 - December 2010
Access Computer Products January 2006 - January 2008
Skills
Roth IRA, Retirement Planning, Wealth Accumulation, Finance, Retirement, Securities, Long-term Care, 401k Rollovers, Asset Allocation, Asset Management, Stock Market Analysis, Relationship Management, Investment Strategies, Risk Management, Mutual Funds, ETFs, Municipal Bonds, Wealth Preservation..., Fixed Income Strategies, Fixed Annuities
Education
College for Financial Planning 2011 — 2013
CFP, Certified Financial Planner
Colorado State University 2007 — 2010
Bachelor of Business Administration (BBA), Financial Planning and Services
College of Eastern Utah 2006 — 2007
General Studies
Dennis Thonvold Dennis Thonvold's Wells Fargo Advisors Experience May 2008 - Present
Job Senior Director of Brokerage for Wealth Brokerage Services at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Bank May 2008 - Present
Wells Fargo Advisors May 2008 - Present
Skills
Investments, Financial Services, Risk Management, Sales, Customer Service, Financial Recruiting
Education
College for Financial Planning
CFP
St. Cloud State University
Bachelor's of Science, Accounting
Wells Fargo Bank May 2008 - Present
Wells Fargo Advisors May 2008 - Present
Skills
Investments, Financial Services, Risk Management, Sales, Customer Service, Financial Recruiting
Education
College for Financial Planning
CFP
St. Cloud State University
Bachelor's of Science, Accounting
Lauren Herwitt, CFP® Lauren Herwitt, CFP®'s Wells Fargo Advisors Experience April 2013 - March 2014
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2015 - Present
Wells Fargo Advisors April 2013 - March 2014
Wells Fargo Advisors March 2007 - March 2013
Smith Barney June 2005 - March 2007
Trilogy Financial Services June 2004 - June 2005
Skills
Series 6, Series 7, Series 63, Series 66, Life and Health..., Certified Financial..., 200 hr. Yoga Alliance...
Education
University of California, Santa Barbara 1999 — 2003
Bachelor of Arts, Environmental Studies
College for Financial Planning 2007 — 2009
Certified Financial Planning Designation, CFP, Financial Planning and Services
Merrill Lynch 2015 - Present
Wells Fargo Advisors April 2013 - March 2014
Wells Fargo Advisors March 2007 - March 2013
Smith Barney June 2005 - March 2007
Trilogy Financial Services June 2004 - June 2005
Skills
Series 6, Series 7, Series 63, Series 66, Life and Health..., Certified Financial..., 200 hr. Yoga Alliance...
Education
University of California, Santa Barbara 1999 — 2003
Bachelor of Arts, Environmental Studies
College for Financial Planning 2007 — 2009
Certified Financial Planning Designation, CFP, Financial Planning and Services
Myicia Wright Myicia Wright's Wells Fargo Advisors Experience September 2005 - April 2007
Job Cage Finance / Accounting
Industry Accounting
Experience
Barclays February 2015 - Present
MGM Resorts International March 2013 - November 2014
Caesars February 2010 - May 2013
Citi July 2007 - April 2008
Wells Fargo Advisors September 2005 - April 2007
Skills
Accounting, Financial Reporting, Microsoft Excel, Auditing, Financial Analysis, Microsoft Office, Tax, Microsoft Word, Financial Accounting, Internal Controls, QuickBooks, PowerPoint, Accounts Payable, Budgets, Bookkeeping, Access, Outlook, Banking, Customer Service, Managing Finances, Team Building
Education
University of Phoenix 2013 — 2015
Bachelor's degree, Accounting
College of Southern Nevada 2003 — 2013
Present, Accounting and Business/Management
Las Vegas Academy of Performing Arts 1999 — 2002
High School Diploma, Spanish Language and Literature
Barclays February 2015 - Present
MGM Resorts International March 2013 - November 2014
Caesars February 2010 - May 2013
Citi July 2007 - April 2008
Wells Fargo Advisors September 2005 - April 2007
Skills
Accounting, Financial Reporting, Microsoft Excel, Auditing, Financial Analysis, Microsoft Office, Tax, Microsoft Word, Financial Accounting, Internal Controls, QuickBooks, PowerPoint, Accounts Payable, Budgets, Bookkeeping, Access, Outlook, Banking, Customer Service, Managing Finances, Team Building
Education
University of Phoenix 2013 — 2015
Bachelor's degree, Accounting
College of Southern Nevada 2003 — 2013
Present, Accounting and Business/Management
Las Vegas Academy of Performing Arts 1999 — 2002
High School Diploma, Spanish Language and Literature
Benton Fulton Benton Fulton's Wells Fargo Advisors Experience November 2009 - November 2014
Job Quality Assurance Systems Analyst at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo November 2014 - Present
Wells Fargo Advisors November 2009 - November 2014
TWG April 2005 - January 2008
Aon Innovative Solutions July 2000 - April 2005
Education
Colorado State University
B,A., Social Sciences and Business Administration
Wells Fargo November 2014 - Present
Wells Fargo Advisors November 2009 - November 2014
TWG April 2005 - January 2008
Aon Innovative Solutions July 2000 - April 2005
Education
Colorado State University
B,A., Social Sciences and Business Administration
Jordan Slack, CRPC®'s Wells Fargo Advisors Experience April 2012 - October 2013
Job Advisor Relationship Manager at Global Financial Private Capital, LLC
Industry Financial Services
Experience
Global Financial Private Capital, LLC June 2015 - Present
Global Financial Private Capital, LLC February 2014 - June 2015
Wells Fargo Advisors April 2012 - October 2013
Skills
Financial Services, Leadership, Customer Service, Financial Advisory, Mutual Funds, Series 65, Financial Planning, Asset Management, Microsoft Excel, Communication, Managed Money, CRPC, Process Improvement, NetSuite
Education
College for Financial Planning 2015 — 2017
Master of Science in Personal Financial Planning
Mansfield University of Pennsylvania 2011 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
Corning Community College 2010 — 2011
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences, General Studies and Humanities
Global Financial Private Capital, LLC June 2015 - Present
Global Financial Private Capital, LLC February 2014 - June 2015
Wells Fargo Advisors April 2012 - October 2013
Skills
Financial Services, Leadership, Customer Service, Financial Advisory, Mutual Funds, Series 65, Financial Planning, Asset Management, Microsoft Excel, Communication, Managed Money, CRPC, Process Improvement, NetSuite
Education
College for Financial Planning 2015 — 2017
Master of Science in Personal Financial Planning
Mansfield University of Pennsylvania 2011 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
Corning Community College 2010 — 2011
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences, General Studies and Humanities
Allexea Blackwell Allexea Blackwell's Wells Fargo Advisors Experience May 2010 - June 2011
Job Business Systems Consultant 4
Industry Information Technology and Services
Experience
Wells Fargo September 2014 - May 2015
J.P. Morgan June 2011 - November 2014
Chase June 2011 - November 2014
US Federal Government August 2013 - December 2013
Wells Fargo Advisors May 2010 - June 2011
Philadelphia Corporation for Aging September 2007 - May 2009
Wilmington Trust Retirement and Institutional Services Company January 2006 - August 2008
Wachovia Securities Financial Network April 2003 - August 2005
Skills
Business Process..., Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Project Management, Risk Management, Compliance, Business Analysis, Management, Google Analytics, CRM, SDLC
Education
Colorado Technical University 2013 — 2014
Organizational Leadership, Information Technology Project Management, 3.8
Colorado Technical University 2013 — 2014
Master of Science (M.S.), Management Information Systems, General, 3.89
Wilmington University 2010 — 2012
Bachelor of Science (BS), Organizational Management, 3.5
Wells Fargo September 2014 - May 2015
J.P. Morgan June 2011 - November 2014
Chase June 2011 - November 2014
US Federal Government August 2013 - December 2013
Wells Fargo Advisors May 2010 - June 2011
Philadelphia Corporation for Aging September 2007 - May 2009
Wilmington Trust Retirement and Institutional Services Company January 2006 - August 2008
Wachovia Securities Financial Network April 2003 - August 2005
Skills
Business Process..., Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Project Management, Risk Management, Compliance, Business Analysis, Management, Google Analytics, CRM, SDLC
Education
Colorado Technical University 2013 — 2014
Organizational Leadership, Information Technology Project Management, 3.8
Colorado Technical University 2013 — 2014
Master of Science (M.S.), Management Information Systems, General, 3.89
Wilmington University 2010 — 2012
Bachelor of Science (BS), Organizational Management, 3.5
CHRISTINE A. KAUFMAN's Wells Fargo Advisors Experience 2008 - September 2013
Job Compliance Specialist at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2013 - Present
Wells Fargo Advisors 2008 - September 2013
Wells Fargo Advisors 2007 - 2008
Wachovia Securities 2006 - 2007
Wachovia Securities 1997 - 2006
Principal Financial Securities 1995 - 1996
Education
College of Lake County
Diploma, Accounting/Payroll
Wells Fargo Advisors, LLC September 2013 - Present
Wells Fargo Advisors 2008 - September 2013
Wells Fargo Advisors 2007 - 2008
Wachovia Securities 2006 - 2007
Wachovia Securities 1997 - 2006
Principal Financial Securities 1995 - 1996
Education
College of Lake County
Diploma, Accounting/Payroll
Wendy Roffers's Wells Fargo Advisors Experience June 2003 - Present
Job Financial Advisor, First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors June 2003 - Present
Smith Barney August 2000 - June 2003
Northeast Wisconsin Technical College February 1998 - August 2000
Honeywell Process Solutions 1997 - February 1998
Measurex Systems, Inc. 1979 - 1997
Skills
Retirement Planning, Investments, Finance, Investment Strategies, Estate Planning, Financial Planners, Wealth, Leadership, Budgets, Life Insurance
Education
College for Financial Planning 2008 — 2010
Certified Financial Planner, CFP Designation
Marian University 1990 — 1995
BBA, Business
University of Wisconsin-Madison 1991 — 1993
The School of Business
Northeast Wisconsin Technical College 1982 — 1986
Finance, Computers
Green Bay East High School 1973 — 1977
GPA, Administrative
Wells Fargo Advisors June 2003 - Present
Smith Barney August 2000 - June 2003
Northeast Wisconsin Technical College February 1998 - August 2000
Honeywell Process Solutions 1997 - February 1998
Measurex Systems, Inc. 1979 - 1997
Skills
Retirement Planning, Investments, Finance, Investment Strategies, Estate Planning, Financial Planners, Wealth, Leadership, Budgets, Life Insurance
Education
College for Financial Planning 2008 — 2010
Certified Financial Planner, CFP Designation
Marian University 1990 — 1995
BBA, Business
University of Wisconsin-Madison 1991 — 1993
The School of Business
Northeast Wisconsin Technical College 1982 — 1986
Finance, Computers
Green Bay East High School 1973 — 1977
GPA, Administrative
Colin Daniel Quinn Colin Daniel Quinn's Wells Fargo Advisors Experience January 2011 - March 2013
Job VP Business Development & Sr. Account Manager at SpyderLynk
Industry Marketing and Advertising
Experience
SpyderLynk January 2015 - Present
SpyderLynk September 2013 - January 2015
SpyderLynk September 2013 - October 2014
Wells Fargo Advisors January 2011 - March 2013
Denver District Court, 2nd Judicial District September 2008 - November 2011
Skills
Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Strategic Planning, Microsoft Word, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Budgets, Negotiation, Editing, Video Editing, Account Management, Project Management, Legal Research, Team Leadership, Voice Over, Procurement, Marketing, Management, International Sales, International Project..., Marketing Strategy
Education
University of Denver 2006 — 2008
Master of Science (MS), Legal Administration
Colorado State University
Bachelor of Arts (BA), Speech Communication and Rhetoric
Colorado State University
Bachelor of Arts (BA), Liberal Arts and Sciences
SpyderLynk January 2015 - Present
SpyderLynk September 2013 - January 2015
SpyderLynk September 2013 - October 2014
Wells Fargo Advisors January 2011 - March 2013
Denver District Court, 2nd Judicial District September 2008 - November 2011
Skills
Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Strategic Planning, Microsoft Word, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Budgets, Negotiation, Editing, Video Editing, Account Management, Project Management, Legal Research, Team Leadership, Voice Over, Procurement, Marketing, Management, International Sales, International Project..., Marketing Strategy
Education
University of Denver 2006 — 2008
Master of Science (MS), Legal Administration
Colorado State University
Bachelor of Arts (BA), Speech Communication and Rhetoric
Colorado State University
Bachelor of Arts (BA), Liberal Arts and Sciences
Sepideh Ebrahim's Wells Fargo Advisors Experience July 2014 - August 2015
Job Client Associate at Wells Fargo Advisors, LLC
Industry Accounting
Experience
Wells Fargo Advisors July 2014 - August 2015
Henrys Tavern October 2012 - August 2013
Urban Outfitters August 2012 - August 2013
Collin College, Financial Aid and Veterans Affair February 2011 - April 2012
Simon Fraser University September 2010 - December 2010
Skills
Team Leadership, Social Skills, Microsoft Word, costumer service, Social Networking, Teamwork, Retail, Merchandising, Time Management, Sales, Customer Service, Inventory Management, PowerPoint, Microsoft Excel, Visual Merchandising, Public Speaking, Microsoft Office, Social Media
Education
The University of Texas at Dallas - School of Management 2013 — 2015
Bachelor’s Degree, Accounting, 3.74
Collin County Community College 2012 — 2013
Accounting
Simon Fraser University 2010 — 2011
United World Colleges
IB Diploma
Wells Fargo Advisors July 2014 - August 2015
Henrys Tavern October 2012 - August 2013
Urban Outfitters August 2012 - August 2013
Collin College, Financial Aid and Veterans Affair February 2011 - April 2012
Simon Fraser University September 2010 - December 2010
Skills
Team Leadership, Social Skills, Microsoft Word, costumer service, Social Networking, Teamwork, Retail, Merchandising, Time Management, Sales, Customer Service, Inventory Management, PowerPoint, Microsoft Excel, Visual Merchandising, Public Speaking, Microsoft Office, Social Media
Education
The University of Texas at Dallas - School of Management 2013 — 2015
Bachelor’s Degree, Accounting, 3.74
Collin County Community College 2012 — 2013
Accounting
Simon Fraser University 2010 — 2011
United World Colleges
IB Diploma
Amber (Henry) Schafer Amber (Henry) Schafer's Wells Fargo Advisors Experience February 2008 - June 2012
Job Fixed Income Investment Management Specialist at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2012 - November 2014
Wells Fargo Advisors February 2008 - June 2012
Skills
Fixed Income, Investment Management, Investments, Banking, Portfolio Management, Finance, Financial Services
Education
University of Colorado Denver 2012 — 2013
Master's degree, Finance, General
Colorado State University 2004 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
Wells Fargo July 2012 - November 2014
Wells Fargo Advisors February 2008 - June 2012
Skills
Fixed Income, Investment Management, Investments, Banking, Portfolio Management, Finance, Financial Services
Education
University of Colorado Denver 2012 — 2013
Master's degree, Finance, General
Colorado State University 2004 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
Rob Tomasello Rob Tomasello's Wells Fargo Advisors Experience July 2014 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors July 2014 - Present
Skills
Retirement Planning, IRAs, Investments, Wealth Management, 401k Rollovers, Budgets, Insurance, Customer Service, Coaching, Life Insurance, Financial Analysis, Series 7, Financial Services, Finance, Credit, Retirement, Fixed Annuities, Leadership, Long-term Care, Marketing, Team Building, Public Speaking
Education
Shorter University 2003 — 2006
Master of Arts (M.A.), Organizational Management
College for Financial Planning
Chartered Retirement Planning Counselor
College for Financial Planning
Accredited Domestic Partnership Advisor
College for Financial Planning
Accredited Asset Management Specialist
College for Financial Planning
Accredited Wealth Management Advisor
Shorter University
Bachelor of Science (B.S.), Business Administration
Wells Fargo Advisors July 2014 - Present
Skills
Retirement Planning, IRAs, Investments, Wealth Management, 401k Rollovers, Budgets, Insurance, Customer Service, Coaching, Life Insurance, Financial Analysis, Series 7, Financial Services, Finance, Credit, Retirement, Fixed Annuities, Leadership, Long-term Care, Marketing, Team Building, Public Speaking
Education
Shorter University 2003 — 2006
Master of Arts (M.A.), Organizational Management
College for Financial Planning
Chartered Retirement Planning Counselor
College for Financial Planning
Accredited Domestic Partnership Advisor
College for Financial Planning
Accredited Asset Management Specialist
College for Financial Planning
Accredited Wealth Management Advisor
Shorter University
Bachelor of Science (B.S.), Business Administration
Stacey Haney's Wells Fargo Advisors Experience June 2014 - June 2015
Job Sr. Business Consultant at Daugherty Business Solutions
Industry Information Technology and Services
Experience
Daugherty Business Solutions June 2015 - Present
Wells Fargo Advisors June 2014 - June 2015
Lord & Taylor September 2012 - June 2014
Wells Fargo Advisors December 2010 - June 2012
MasterCard April 2009 - December 2010
Charter Communications April 2008 - April 2009
AT&T March 2007 - April 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Office..., Toad, Requirements Analysis, Visio, DB2, Oracle Applications, SQL, Business Analysis, Data Analysis, Financial Analysis, Project Management, Release Management, SWAT, Swag, PowerPoint, Customer Service, Strategic Planning, IT Strategy, Team Leadership, Quality Assurance, System Testing, User Acceptance Testing, Performance Testing, Regression Testing, Test Cases, Defect Tracking, Risk Analysis, SWOT analysis, Gap Analysis, SDLC, Integration, Process Improvement
Education
University of Missouri-Columbia 2015 — 2017
Master of Business Administration (M.B.A.)
Washington University in St. Louis 2014 — 2014
Certificate in Project Management, Project Management
Columbia College 2005 — 2007
Bachelor's Degree, Business Administration and Management, General, 4.0
Daugherty Business Solutions June 2015 - Present
Wells Fargo Advisors June 2014 - June 2015
Lord & Taylor September 2012 - June 2014
Wells Fargo Advisors December 2010 - June 2012
MasterCard April 2009 - December 2010
Charter Communications April 2008 - April 2009
AT&T March 2007 - April 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Office..., Toad, Requirements Analysis, Visio, DB2, Oracle Applications, SQL, Business Analysis, Data Analysis, Financial Analysis, Project Management, Release Management, SWAT, Swag, PowerPoint, Customer Service, Strategic Planning, IT Strategy, Team Leadership, Quality Assurance, System Testing, User Acceptance Testing, Performance Testing, Regression Testing, Test Cases, Defect Tracking, Risk Analysis, SWOT analysis, Gap Analysis, SDLC, Integration, Process Improvement
Education
University of Missouri-Columbia 2015 — 2017
Master of Business Administration (M.B.A.)
Washington University in St. Louis 2014 — 2014
Certificate in Project Management, Project Management
Columbia College 2005 — 2007
Bachelor's Degree, Business Administration and Management, General, 4.0
Herman Tiemens II, MBA, CFP® Herman Tiemens II, MBA, CFP®'s Wells Fargo Advisors Experience May 2011 - Present
Job Sr Financial Advisor, Sr Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors May 2011 - Present
UBS Wealth Management November 2006 - May 2011
United Airlines October 1997 - August 2006
Eli Lilly and Company September 1992 - August 1995
IBM January 1991 - June 1991
J.P. Morgan June 1990 - August 1990
Skills
Investments, Finance, Financial Services, Strategic Planning, Marketing Communications, Insurance, Financial Analysis, Financial Modeling, Financial Goals, Relationship Management, Variable Annuities, Asset Managment
Education
College for Financial Planning 2008 — 2011
CFP®, Certified Financial Planner
London Business School 1995 — 1997
MBA, Strategy & Finance
Iowa State University - College of Business 1986 — 1990
BBA, Mgt Information Systems & Int'l Relations
Wells Fargo Advisors May 2011 - Present
UBS Wealth Management November 2006 - May 2011
United Airlines October 1997 - August 2006
Eli Lilly and Company September 1992 - August 1995
IBM January 1991 - June 1991
J.P. Morgan June 1990 - August 1990
Skills
Investments, Finance, Financial Services, Strategic Planning, Marketing Communications, Insurance, Financial Analysis, Financial Modeling, Financial Goals, Relationship Management, Variable Annuities, Asset Managment
Education
College for Financial Planning 2008 — 2011
CFP®, Certified Financial Planner
London Business School 1995 — 1997
MBA, Strategy & Finance
Iowa State University - College of Business 1986 — 1990
BBA, Mgt Information Systems & Int'l Relations
Rick Janaes Rick Janaes's Wells Fargo Advisors Experience July 2010 - Present
Job Managing Director at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors July 2010 - Present
Morgan Stanley March 2002 - July 2010
Merrill Lynch February 1984 - February 2002
Education
University of South Florida 1977 — 1980
Bachelor of Business Administration (BBA), Finance and Financial Management Services
College of DuPage 1974 — 1976
Wells Fargo Advisors July 2010 - Present
Morgan Stanley March 2002 - July 2010
Merrill Lynch February 1984 - February 2002
Education
University of South Florida 1977 — 1980
Bachelor of Business Administration (BBA), Finance and Financial Management Services
College of DuPage 1974 — 1976
Gunnar Coe Gunnar Coe's Wells Fargo Advisors Experience October 2008 - April 2011
Job Branch Retail Executive, AVP at BBVA Compass
Industry Banking
Experience
BBVA Compass July 2015 - Present
BBVA Compass April 2015 - Present
BBVA Compass April 2011 - Present
BBVA Compass April 2011 - April 2015
Wells Fargo Advisors October 2008 - April 2011
David McDavid Lincoln May 2004 - October 2008
Skills
Wealth Management, Credit, Banking, Investments, Portfolio Management, Mutual Funds, Series 6, Loans, Consumer Lending, Series 63, Series 7, Commercial Banking, Retirement Planning, Commercial Lending, Cross Selling
Education
Collin County Community College 2000 — 2003
Associates of Applied Science
Plano East Senior High 1998 — 2000
Kaplan
Investment Licensed - Series 6, Series 63, and Life
BBVA Compass July 2015 - Present
BBVA Compass April 2015 - Present
BBVA Compass April 2011 - Present
BBVA Compass April 2011 - April 2015
Wells Fargo Advisors October 2008 - April 2011
David McDavid Lincoln May 2004 - October 2008
Skills
Wealth Management, Credit, Banking, Investments, Portfolio Management, Mutual Funds, Series 6, Loans, Consumer Lending, Series 63, Series 7, Commercial Banking, Retirement Planning, Commercial Lending, Cross Selling
Education
Collin County Community College 2000 — 2003
Associates of Applied Science
Plano East Senior High 1998 — 2000
Kaplan
Investment Licensed - Series 6, Series 63, and Life
Cameron Kasteler, CFP®'s Wells Fargo Advisors Experience March 2015 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 2015 - Present
Merrill Lynch May 2013 - March 2015
Merrill Lynch Private Banking & Investment Group March 2005 - May 2013
Merrill Lynch October 2003 - March 2005
Skills
Investments, Strategic Financial..., Retirement Planning, Asset Allocation, Certified Financial..., Investment Advisory, Retirement, Financial Analysis, Series 7, Personal Financial..., Mutual Funds, Wealth Management, Asset Management, Financial Advisory, Wealth Management..., Financial Planners, Personal Finance
Education
University of Utah - David Eccles School of Business 1996 — 2000
BS, Finance
College for Financial Planning 2010 — 2011
CRPC, Financial & Retirement Planning
Wells Fargo Advisors March 2015 - Present
Merrill Lynch May 2013 - March 2015
Merrill Lynch Private Banking & Investment Group March 2005 - May 2013
Merrill Lynch October 2003 - March 2005
Skills
Investments, Strategic Financial..., Retirement Planning, Asset Allocation, Certified Financial..., Investment Advisory, Retirement, Financial Analysis, Series 7, Personal Financial..., Mutual Funds, Wealth Management, Asset Management, Financial Advisory, Wealth Management..., Financial Planners, Personal Finance
Education
University of Utah - David Eccles School of Business 1996 — 2000
BS, Finance
College for Financial Planning 2010 — 2011
CRPC, Financial & Retirement Planning
Kyle Kraus, CFP®'s Wells Fargo Advisors Experience April 2015 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors April 2015 - Present
Peoria Chamber of Commerce September 2014 - Present
Principal Financial Group November 2013 - March 2015
Schwab Private Client Investment Advisory March 2011 - November 2013
Charles Schwab September 2008 - March 2011
Brandes Investment Partners April 2001 - July 2006
TD Waterhouse July 1999 - April 2001
Education
College for Financial Planning 2011 — 2011
AAMS, Accredited Asset Management Specialist
Point Loma Nazarene University 2003 — 2006
MBA, Business, Leadership
Southern Methodist University 1989 — 1993
BS, Economics w/ Finance Applications
LJHS
Wells Fargo Advisors April 2015 - Present
Peoria Chamber of Commerce September 2014 - Present
Principal Financial Group November 2013 - March 2015
Schwab Private Client Investment Advisory March 2011 - November 2013
Charles Schwab September 2008 - March 2011
Brandes Investment Partners April 2001 - July 2006
TD Waterhouse July 1999 - April 2001
Education
College for Financial Planning 2011 — 2011
AAMS, Accredited Asset Management Specialist
Point Loma Nazarene University 2003 — 2006
MBA, Business, Leadership
Southern Methodist University 1989 — 1993
BS, Economics w/ Finance Applications
LJHS
Wesley Weider Wesley Weider's Wells Fargo Advisors Experience December 2008 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors December 2008 - Present
Sprint/Sprint PCS March 2001 - November 2008
Skills
Investments, Customer Service, Investment Strategies, Retirement Planning, Insurance, IRAs, Building Relationships, Finance, Financial Advisory, Financial Analysis
Education
Columbia College 2003 — 2007
BA, Business Administration
Lincoln University (MO) 1997 — 1999
Business Administration/Political Science
Wells Fargo Advisors December 2008 - Present
Sprint/Sprint PCS March 2001 - November 2008
Skills
Investments, Customer Service, Investment Strategies, Retirement Planning, Insurance, IRAs, Building Relationships, Finance, Financial Advisory, Financial Analysis
Education
Columbia College 2003 — 2007
BA, Business Administration
Lincoln University (MO) 1997 — 1999
Business Administration/Political Science
Daniel Greene Daniel Greene's Wells Fargo Advisors Experience June 2011 - July 2011
Job Operations Analyst Client Valuation Services at RBS CI&B
Industry Investment Banking
Experience
RBS Markets and International Banking July 2014 - Present
Investment Society Class August 2013 - May 2014
Royal Bank of Scotland June 2013 - August 2013
GE May 2012 - August 2012
Wells Fargo Advisors June 2011 - July 2011
Sitel June 2010 - July 2010
Underwriters Safety and Claims June 2009 - August 2009
Skills
Microsoft Office, New Business Development, Statistics, Analysis, Business Development, Microsoft Excel, Strategic Financial..., Customer Service, Management, Bloomberg, Leadership, Public Speaking, Data Analysis, Portfolio Management, Banking, Financial Analysis, Finance, Valuation, Financial Modeling, Corporate Finance, Investments, PowerPoint, Research, Microsoft Word, Mergers & Acquisitions, Investment Banking, Process Improvement, Time Management
Education
College of Charleston 2010 — 2014
Bachelor of Science (BS), Actuarial Mathematics, Senior
Kentucky Country Day 2006 — 2010
High School
RBS Markets and International Banking July 2014 - Present
Investment Society Class August 2013 - May 2014
Royal Bank of Scotland June 2013 - August 2013
GE May 2012 - August 2012
Wells Fargo Advisors June 2011 - July 2011
Sitel June 2010 - July 2010
Underwriters Safety and Claims June 2009 - August 2009
Skills
Microsoft Office, New Business Development, Statistics, Analysis, Business Development, Microsoft Excel, Strategic Financial..., Customer Service, Management, Bloomberg, Leadership, Public Speaking, Data Analysis, Portfolio Management, Banking, Financial Analysis, Finance, Valuation, Financial Modeling, Corporate Finance, Investments, PowerPoint, Research, Microsoft Word, Mergers & Acquisitions, Investment Banking, Process Improvement, Time Management
Education
College of Charleston 2010 — 2014
Bachelor of Science (BS), Actuarial Mathematics, Senior
Kentucky Country Day 2006 — 2010
High School
Steve Marsich Steve Marsich's Wells Fargo Advisors Experience December 2001 - July 2004
Job National Director, Sales Strategy & Execution | BMO Private Bank
Industry Financial Services
Experience
BMO Private Bank July 2004 - Present
Wells Fargo Advisors December 2001 - July 2004
Merrill Lynch December 1998 - November 2001
Skills
Wealth Management, Private Banking, Loans, Investments, Portfolio Management, Commercial Banking, Commercial Lending, Banking, Management, Credit, Asset Allocation
Education
University of Wisconsin-Eau Claire 1987 — 1992
College for Financial Planning
Accredited Asset Management Specialist (AAMS) and Accredited Wealth Management Advisor (AWMA)
University of Toronto - Rotman School of Management
Executive Programs - Advanced Leadership Program
BMO Private Bank July 2004 - Present
Wells Fargo Advisors December 2001 - July 2004
Merrill Lynch December 1998 - November 2001
Skills
Wealth Management, Private Banking, Loans, Investments, Portfolio Management, Commercial Banking, Commercial Lending, Banking, Management, Credit, Asset Allocation
Education
University of Wisconsin-Eau Claire 1987 — 1992
College for Financial Planning
Accredited Asset Management Specialist (AAMS) and Accredited Wealth Management Advisor (AWMA)
University of Toronto - Rotman School of Management
Executive Programs - Advanced Leadership Program
Timothy Curley, CRPC's Wells Fargo Advisors Experience August 2014 - Present
Job Financial Advisor Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors August 2014 - Present
UBS Wealth Management March 2008 - August 2014
Merrill Lynch September 2005 - March 2008
GAINSystems April 2000 - September 2005
AMSPEC March 1985 - March 2000
Harshaw Chemical 1978 - 1985
Harshaw Chemical 1978 - 1985
Education
College for Financial Planning 2012 — 2012
CRPC, Chartered Retirement Planning Counselor
Geneva College 1974 — 1978
BS, Chemistry
Wells Fargo Advisors August 2014 - Present
UBS Wealth Management March 2008 - August 2014
Merrill Lynch September 2005 - March 2008
GAINSystems April 2000 - September 2005
AMSPEC March 1985 - March 2000
Harshaw Chemical 1978 - 1985
Harshaw Chemical 1978 - 1985
Education
College for Financial Planning 2012 — 2012
CRPC, Chartered Retirement Planning Counselor
Geneva College 1974 — 1978
BS, Chemistry
Mark Bare Mark Bare's Wells Fargo Advisors Experience April 2008 - Present
Job Financial Advisor, CFP®, CRPC® at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors April 2008 - Present
Edward Jones July 2007 - March 2008
Equity Services, Inc. May 2005 - June 2007
Skills
Investments, Retirement Planning, Wealth-Preservation..., Tax-Efficient Strategies, Securities, Investment Strategies, Financial Advisory, 401(k) Rollovers, Financial Analysis, Asset Allocation, Multigenerational..., Business Owner Planning, Concentrated Stock..., Estate Investment..., Fixed-Income Strategies, Investment Planning, Risk Management, Strategic Planning, Stock Analysis, Financial Services
Education
North Carolina State University 2011 — 2012
Financial Planning
College for Financial Planning 2008 — 2008
Chartered Retirement Planning Counselor, Financial Planning
North Carolina State University 2002 — 2006
Bachelor of Science (B.S.), Business Management
Wells Fargo Advisors April 2008 - Present
Edward Jones July 2007 - March 2008
Equity Services, Inc. May 2005 - June 2007
Skills
Investments, Retirement Planning, Wealth-Preservation..., Tax-Efficient Strategies, Securities, Investment Strategies, Financial Advisory, 401(k) Rollovers, Financial Analysis, Asset Allocation, Multigenerational..., Business Owner Planning, Concentrated Stock..., Estate Investment..., Fixed-Income Strategies, Investment Planning, Risk Management, Strategic Planning, Stock Analysis, Financial Services
Education
North Carolina State University 2011 — 2012
Financial Planning
College for Financial Planning 2008 — 2008
Chartered Retirement Planning Counselor, Financial Planning
North Carolina State University 2002 — 2006
Bachelor of Science (B.S.), Business Management
Claude Allison Claude Allison's Wells Fargo Advisors Experience February 2012 - Present
Job Senior Vice President| of The Allison Wealth Management Group of Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors February 2012 - Present
Morgan Stanley April 1982 - February 2012
Skills
Securities, Mutual Funds, Asset Allocation, Retirement Planning, Alternative Investments, Investment Strategies, Equities, Financial Services, Retirement, Hedge Funds, Financial Advice, Estate Strategies
Education
College for Financial Planning 1986 — 1989
CFP, Finance
Harding University 1969 — 1972
B.S., Business
Escambia High 1967 — 1969
College Prep
Wells Fargo Advisors February 2012 - Present
Morgan Stanley April 1982 - February 2012
Skills
Securities, Mutual Funds, Asset Allocation, Retirement Planning, Alternative Investments, Investment Strategies, Equities, Financial Services, Retirement, Hedge Funds, Financial Advice, Estate Strategies
Education
College for Financial Planning 1986 — 1989
CFP, Finance
Harding University 1969 — 1972
B.S., Business
Escambia High 1967 — 1969
College Prep
Jason Kemmery Jason Kemmery's Wells Fargo Advisors Experience October 2010 - March 2012
Job Sr. Programmer/Analyst at Magellan Health Services
Industry Computer Software
Experience
Magellan Health Services February 2013 - Present
Huttig Building Products March 2012 - September 2012
Wells Fargo Advisors October 2010 - March 2012
Forest Pharmaceuticals January 2008 - October 2010
Energizer June 2005 - November 2007
Foundry Software October 2000 - March 2003
Skills
SQL Server, ASP.NET, C#, VB.NET, Business Analysis, Oracle, JavaScript, Microsoft SQL Server, .NET, Visio, T-SQL, SharePoint
Education
Columbia College 1998 — 2000
Magellan Health Services February 2013 - Present
Huttig Building Products March 2012 - September 2012
Wells Fargo Advisors October 2010 - March 2012
Forest Pharmaceuticals January 2008 - October 2010
Energizer June 2005 - November 2007
Foundry Software October 2000 - March 2003
Skills
SQL Server, ASP.NET, C#, VB.NET, Business Analysis, Oracle, JavaScript, Microsoft SQL Server, .NET, Visio, T-SQL, SharePoint
Education
Columbia College 1998 — 2000
Tanya Nichols Tanya Nichols's Wells Fargo Advisors Experience December 2010 - September 2014
Job Financial Advisor, CFP® at Ascential Wealth Advisors
Industry Financial Services
Experience
Ascential Wealth Advisors, An independent firm September 2014 - Present
Wells Fargo Advisors December 2010 - September 2014
US Bancorp Investments March 2006 - December 2010
Piper Jaffray August 1999 - March 2006
Skills
Investments, Finance, Insurance, Retirement, Financial Services, Wealth Management, Series 7, Investment Strategies, Strategic Financial..., Asset Allocation, Retirement Planning, Estate Investment..., Strategic Planning, Financial Analysis, 401k Rollovers
Education
University of Minnesota-Duluth
Bachelor of Business Administration (B.B.A.), Finance, General
College for Financial Planning
Certified Financial Planner®
Ascential Wealth Advisors, An independent firm September 2014 - Present
Wells Fargo Advisors December 2010 - September 2014
US Bancorp Investments March 2006 - December 2010
Piper Jaffray August 1999 - March 2006
Skills
Investments, Finance, Insurance, Retirement, Financial Services, Wealth Management, Series 7, Investment Strategies, Strategic Financial..., Asset Allocation, Retirement Planning, Estate Investment..., Strategic Planning, Financial Analysis, 401k Rollovers
Education
University of Minnesota-Duluth
Bachelor of Business Administration (B.B.A.), Finance, General
College for Financial Planning
Certified Financial Planner®
James E. Cook, CFP® James E. Cook, CFP®'s Wells Fargo Advisors Experience January 2012 - Present
Job Assistant Vice President, Senior Regional Bank Private Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2012 - Present
Wells Fargo Advisors January 2012 - Present
Wells Fargo 2010 - 2012
Wells Fargo 2009 - 2010
Skills
Financial Services, Credit, Strategic Financial..., Wealth Management, Retirement Planning, High Net Worth..., Commercial Lending, Series 7, Series 63, Fixed Annuities, Mutual Funds, Series 6, Financial Planning, Series 66, Loans
Education
College for Financial Planning 2013 — 2014
CERTIFIED FINANCIAL PLANNER™, Professional Education Program, CFP® Certificant
West Virginia University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Accounting
Wells Fargo October 2012 - Present
Wells Fargo Advisors January 2012 - Present
Wells Fargo 2010 - 2012
Wells Fargo 2009 - 2010
Skills
Financial Services, Credit, Strategic Financial..., Wealth Management, Retirement Planning, High Net Worth..., Commercial Lending, Series 7, Series 63, Fixed Annuities, Mutual Funds, Series 6, Financial Planning, Series 66, Loans
Education
College for Financial Planning 2013 — 2014
CERTIFIED FINANCIAL PLANNER™, Professional Education Program, CFP® Certificant
West Virginia University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Accounting
Pari Hashemi, CFP®, CRPC® Pari Hashemi, CFP®, CRPC®'s Wells Fargo Advisors Experience May 2012 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors May 2012 - Present
Morgan Stanley Smith Barney May 2008 - May 2012
Education
University of Pennsylvania
BA, Economics, Communications, Persian
Kaplan Schweser 2013 — 2014
Certified Financial Planner®, Financial Planning and Services
College for Financial Planning 2011 — 2011
Chartered Retirement Planning Counselor®, Retirement Planning
Randolph High School
Wells Fargo Advisors May 2012 - Present
Morgan Stanley Smith Barney May 2008 - May 2012
Education
University of Pennsylvania
BA, Economics, Communications, Persian
Kaplan Schweser 2013 — 2014
Certified Financial Planner®, Financial Planning and Services
College for Financial Planning 2011 — 2011
Chartered Retirement Planning Counselor®, Retirement Planning
Randolph High School
Lawrence Rudolph Lawrence Rudolph's Wells Fargo Advisors Experience July 2014 - Present
Job Managing DirectorInvestment Officer at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors July 2014 - Present
Morgan Stanley Smith Barney September 2006 - July 2014
UBS financial services September 2001 - September 2006
Merrill Lynch September 1995 - September 2000
Shearson Lehman Brothers September 1984 - September 1995
Skills
Retirement Planning, Series 7, Wealth Management, Asset Management, Investments, Series 63, Alternative Investments, Mutual Funds, Equities, Asset Allocation, Fixed Income, Portfolio Management, Financial Services, Strategic Financial..., Securities
Education
College for Financial Planning 2009 — 2010
crps, retirement planning
none 1986 — 1989
University of Hartford 1979 — 1983
bs, finance/insurance
scranton central high school 1976 — 1979
Wells Fargo Advisors July 2014 - Present
Morgan Stanley Smith Barney September 2006 - July 2014
UBS financial services September 2001 - September 2006
Merrill Lynch September 1995 - September 2000
Shearson Lehman Brothers September 1984 - September 1995
Skills
Retirement Planning, Series 7, Wealth Management, Asset Management, Investments, Series 63, Alternative Investments, Mutual Funds, Equities, Asset Allocation, Fixed Income, Portfolio Management, Financial Services, Strategic Financial..., Securities
Education
College for Financial Planning 2009 — 2010
crps, retirement planning
none 1986 — 1989
University of Hartford 1979 — 1983
bs, finance/insurance
scranton central high school 1976 — 1979
Jamie Batson Jamie Batson's Wells Fargo Advisors Experience January 2014 - Present
Job Area Sales Manager at Wells Fargo Advisors
Industry Banking
Experience
Wells Fargo Advisors January 2014 - Present
Wells Fargo Advisors January 2013 - December 2013
Wells Fargo October 2004 - January 2013
Wells Fargo 2000 - 2004
Wells Fargo 1999 - 2000
Wells Fargo 1998 - 1999
Skills
Commercial Lending, Loans, Credit, Financial Analysis, Customer Service, Real Estate, Credit Analysis, Relationship Management, New Business Development, Wealth Management, Series 7, Banking, Finance, Portfolio Management, Sales Management, Private Banking
Education
University of Washington
Bachelor of Arts in Communication, magna cum laude
College for Financial Planning 2011 — 2012
Wells Fargo Advisors January 2014 - Present
Wells Fargo Advisors January 2013 - December 2013
Wells Fargo October 2004 - January 2013
Wells Fargo 2000 - 2004
Wells Fargo 1999 - 2000
Wells Fargo 1998 - 1999
Skills
Commercial Lending, Loans, Credit, Financial Analysis, Customer Service, Real Estate, Credit Analysis, Relationship Management, New Business Development, Wealth Management, Series 7, Banking, Finance, Portfolio Management, Sales Management, Private Banking
Education
University of Washington
Bachelor of Arts in Communication, magna cum laude
College for Financial Planning 2011 — 2012
Jim Cotturone, CFP®, CRPC® Jim Cotturone, CFP®, CRPC®'s Wells Fargo Advisors Experience September 2008 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors September 2008 - Present
US Air Force June 1988 - June 2008
Skills
Retirement Planning, Investment Strategies, 401k Rollovers, Investments, Asset Allocation, Business Owner Planning, Estate Investment..., Financial Advisor, Financial Services, Insurance, Investment Planning, Multi-generational..., Retirement, Retirement-plan..., Retirement Income..., Risk Management, Annuities, Stock Analysis, Strategic Planning, Tax-efficient Strategies, Wealth-preservation..., Social Security Planning, College Expense Planning
Education
College for Financial Planning 2007 — 2008
Financial Planning
Colorado State University 1994 — 1996
Masters of Science, Atmospheric Science
State University of New York College at Brockport 1983 — 1987
B.S., Meteorology, Mathematics
Wells Fargo Advisors September 2008 - Present
US Air Force June 1988 - June 2008
Skills
Retirement Planning, Investment Strategies, 401k Rollovers, Investments, Asset Allocation, Business Owner Planning, Estate Investment..., Financial Advisor, Financial Services, Insurance, Investment Planning, Multi-generational..., Retirement, Retirement-plan..., Retirement Income..., Risk Management, Annuities, Stock Analysis, Strategic Planning, Tax-efficient Strategies, Wealth-preservation..., Social Security Planning, College Expense Planning
Education
College for Financial Planning 2007 — 2008
Financial Planning
Colorado State University 1994 — 1996
Masters of Science, Atmospheric Science
State University of New York College at Brockport 1983 — 1987
B.S., Meteorology, Mathematics
Steve Zahorik's Wells Fargo Advisors Experience April 2007 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors April 2007 - Present
R H Donnelly (Formerly Dex Media) July 1998 - November 2006
Toyota Motor Sales USA May 1997 - July 1998
Lexus Motor Sales USA March 1995 - April 1996
Lexus Motor Sales, USA January 1991 - February 1995
Lincoln-Mercury Division of Ford Motor Company 1986 - 1990
Skills
Investments, Insurance, Sales, Financial Services, Finance, Marketing, Management, Business Development, Leadership, Financial Analysis, Long-term Care, Financial Advisory, Retirement, Small Business, Strategy, Analysis, Advertising, Business Planning, Mutual Funds, Securities, Financial Modeling, Retirement Planning, Relationship Management, Business Strategy, Due Diligence, Equities, Wealth, Mergers & Acquisitions, Estate Planning, 401k Rollovers, Concentrated Stock..., Risk Management, Options, Variable Annuities, Fixed Annuities, Stock Market Analysis, Tax-Efficient Strategies, Estate Investment...
Education
University of Denver - Daniels College of Business
MBA
Colorado College
BA, Business
Douglas County High School
Wells Fargo Advisors April 2007 - Present
R H Donnelly (Formerly Dex Media) July 1998 - November 2006
Toyota Motor Sales USA May 1997 - July 1998
Lexus Motor Sales USA March 1995 - April 1996
Lexus Motor Sales, USA January 1991 - February 1995
Lincoln-Mercury Division of Ford Motor Company 1986 - 1990
Skills
Investments, Insurance, Sales, Financial Services, Finance, Marketing, Management, Business Development, Leadership, Financial Analysis, Long-term Care, Financial Advisory, Retirement, Small Business, Strategy, Analysis, Advertising, Business Planning, Mutual Funds, Securities, Financial Modeling, Retirement Planning, Relationship Management, Business Strategy, Due Diligence, Equities, Wealth, Mergers & Acquisitions, Estate Planning, 401k Rollovers, Concentrated Stock..., Risk Management, Options, Variable Annuities, Fixed Annuities, Stock Market Analysis, Tax-Efficient Strategies, Estate Investment...
Education
University of Denver - Daniels College of Business
MBA
Colorado College
BA, Business
Douglas County High School
Joshua M. Greenwald, CFP® Joshua M. Greenwald, CFP®'s Wells Fargo Advisors Experience November 2006 - Present
Job Associate Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors November 2006 - Present
A.G. Edwards July 1997 - November 2006
Skills
Retirement Planning, Wealth Management, Investments, Financial Advisory, Finance, Wealth, Investment Management, Risk Management, Financial Analysis, Portfolio Management
Education
College for Financial Planning 2007 — 2008
CFP Certification Professional Educational Program
Lafayette College 1993 — 1997
Bachelor's Degree, Business/Economics and Psychology
The Park School
High School
Wells Fargo Advisors November 2006 - Present
A.G. Edwards July 1997 - November 2006
Skills
Retirement Planning, Wealth Management, Investments, Financial Advisory, Finance, Wealth, Investment Management, Risk Management, Financial Analysis, Portfolio Management
Education
College for Financial Planning 2007 — 2008
CFP Certification Professional Educational Program
Lafayette College 1993 — 1997
Bachelor's Degree, Business/Economics and Psychology
The Park School
High School
Amber Baxter Amber Baxter's Wells Fargo Advisors Experience 2012 - 2012
Job Student at The Art Institute of Salt Lake City
Industry Photography
Experience
Wells Fargo Advisors 2012 - 2012
CUTCO Cutlery 2012 - 2012
Skills
Digital Photography, Photoshop, Lightroom, Fashion Photography, Commercial Product..., Studio Lighting, Natural Lighting, Senior Portraits, Editorial Photography, Landscape Photography, Mac, PC, Sales, Product Presentation, Appointment Scheduling, Fitness Training
Education
The Art Institute of Salt Lake City 2012 — 2015
Bachelors Science of Digital Photography, Photography
College of Southern Idaho 2011 — 2012
Basics
Wells Fargo Advisors 2012 - 2012
CUTCO Cutlery 2012 - 2012
Skills
Digital Photography, Photoshop, Lightroom, Fashion Photography, Commercial Product..., Studio Lighting, Natural Lighting, Senior Portraits, Editorial Photography, Landscape Photography, Mac, PC, Sales, Product Presentation, Appointment Scheduling, Fitness Training
Education
The Art Institute of Salt Lake City 2012 — 2015
Bachelors Science of Digital Photography, Photography
College of Southern Idaho 2011 — 2012
Basics
Kurt Brown, CFP(r) Kurt Brown, CFP(r)'s Wells Fargo Advisors Experience December 2011 - Present
Job Financial Advisor, First Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors December 2011 - Present
RBC Wealth Management July 1997 - December 2011
UBS Wealth Management April 1984 - July 1997
Skills
Investments, Finance, Investment Strategies, Insurance, Retirement, Financial Risk, Management, Wealth Management, Retirement Planning, Asset Allocation, Mutual Funds
Education
College for Financial Planning 1991 — 1993
CFP, Financial Planning and Services, Graduated with Designation.
UTD 1974 — 1976
Bachelor of Science (B.S.), Finance, General
NTSU 1972 — 1973
Finance, General
Wells Fargo Advisors December 2011 - Present
RBC Wealth Management July 1997 - December 2011
UBS Wealth Management April 1984 - July 1997
Skills
Investments, Finance, Investment Strategies, Insurance, Retirement, Financial Risk, Management, Wealth Management, Retirement Planning, Asset Allocation, Mutual Funds
Education
College for Financial Planning 1991 — 1993
CFP, Financial Planning and Services, Graduated with Designation.
UTD 1974 — 1976
Bachelor of Science (B.S.), Finance, General
NTSU 1972 — 1973
Finance, General
Marsha Vaughan's Wells Fargo Advisors Experience April 2011 - December 2012
Job .
Industry Financial Services
Experience
Scott & Stringfellow December 2012 - June 2014
Wells Fargo Advisors April 2011 - December 2012
Merrill Lynch August 2006 - December 2010
Banc of America Investments April 2000 - August 2006
Ameriprise Financial April 1999 - March 2000
Skills
Wealth Management, Investments, Insurance, Finance, Series 7, Series 63, Mutual Funds, Securities, Retirement Planning, Asset Allocation, Portfolio Management, Asset Management, Equities, Banking, Financial Services, Loans, Fixed Income, Financial Advisory, Strategic Financial..., Sales, Alternative Investments, Public Relations
Education
College of Charleston 1994 — 1998
BA, Corporate Communication
Scott & Stringfellow December 2012 - June 2014
Wells Fargo Advisors April 2011 - December 2012
Merrill Lynch August 2006 - December 2010
Banc of America Investments April 2000 - August 2006
Ameriprise Financial April 1999 - March 2000
Skills
Wealth Management, Investments, Insurance, Finance, Series 7, Series 63, Mutual Funds, Securities, Retirement Planning, Asset Allocation, Portfolio Management, Asset Management, Equities, Banking, Financial Services, Loans, Fixed Income, Financial Advisory, Strategic Financial..., Sales, Alternative Investments, Public Relations
Education
College of Charleston 1994 — 1998
BA, Corporate Communication
David Muszynski David Muszynski's Wells Fargo Advisors Experience August 2013 - June 2014
Job Operations Analyst at Wells Fargo
Industry Insurance
Experience
Farmers Insurance & Financial Services July 2014 - June 2015
Wells Fargo Advisors August 2013 - June 2014
AXA Advisors December 2012 - May 2013
Cooper B-Line August 2011 - September 2012
Spectrum Brands September 2006 - August 2011
Elantas PDG March 2005 - September 2006
Mead Johnson Nutrition June 1998 - February 2005
Retirement Planning Field April 1984 - November 1997
Skills
Production Planning, Supply Chain, Procurement, Financial Analysis, Leadership, Series 7, SAP R/3, MRP, Series 66, Life & Health Insurance..., Property & Casualty..., Inventory Management, Forecasting
Education
University of Illinois at Chicago 1982 — 1984
Bachelor of Science (B.S.)
College of Lake County 1980 — 1982
Associate of Science (A.S.)
Farmers Insurance & Financial Services July 2014 - June 2015
Wells Fargo Advisors August 2013 - June 2014
AXA Advisors December 2012 - May 2013
Cooper B-Line August 2011 - September 2012
Spectrum Brands September 2006 - August 2011
Elantas PDG March 2005 - September 2006
Mead Johnson Nutrition June 1998 - February 2005
Retirement Planning Field April 1984 - November 1997
Skills
Production Planning, Supply Chain, Procurement, Financial Analysis, Leadership, Series 7, SAP R/3, MRP, Series 66, Life & Health Insurance..., Property & Casualty..., Inventory Management, Forecasting
Education
University of Illinois at Chicago 1982 — 1984
Bachelor of Science (B.S.)
College of Lake County 1980 — 1982
Associate of Science (A.S.)
Richard Chambers, AAMS® Richard Chambers, AAMS®'s Wells Fargo Advisors Experience May 2014 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors May 2014 - Present
Edward Jones Investments April 2009 - May 2014
CNR Investments March 2003 - April 2009
Skills
Asset Allocation, Retirement Planning, Strategic Planning, Wealth Preservation..., Investment Planning, Investment Srategies, Finance
Education
College for Financial Planning 2010 — 2011
AAMS, Asset Management Specialist
The George Washington University 1992 — 1995
Master’s Degree, Engineering and IT Mgmt
Virginia Tech 1975 — 1979
Bachelor’s Degree, Electrical, Electronics and Communications Engineering
Wells Fargo Advisors May 2014 - Present
Edward Jones Investments April 2009 - May 2014
CNR Investments March 2003 - April 2009
Skills
Asset Allocation, Retirement Planning, Strategic Planning, Wealth Preservation..., Investment Planning, Investment Srategies, Finance
Education
College for Financial Planning 2010 — 2011
AAMS, Asset Management Specialist
The George Washington University 1992 — 1995
Master’s Degree, Engineering and IT Mgmt
Virginia Tech 1975 — 1979
Bachelor’s Degree, Electrical, Electronics and Communications Engineering
Douglas J. Sweeney, CRPC® Douglas J. Sweeney, CRPC®'s Wells Fargo Advisors Experience February 2006 - December 2010
Job Partner at The Philadelphia Group Wealth Management
Industry Financial Services
Experience
The Philadelphia Group December 2010 - Present
Wells Fargo Advisors February 2006 - December 2010
PNC Investments January 1998 - February 2006
Morgan Stanley October 1996 - January 1998
Vanguard October 1995 - October 1996
U.S. Congress, Congressman F. James Sensenbrenner September 1993 - October 1995
Skills
Estate Planning, Financial Planning, Retirement Planning, Series 7, Wealth Management, Investments, Asset Management, Portfolio Management, Asset Allocation, Insurance, Mutual Funds, Long Term Care, Retirement Income..., Annuities, 401k, Financial Advisory
Education
College for Financial Planning 2010 — 2011
CRPC
Villanova University 1989 — 1993
BA, Political Science
The Philadelphia Group December 2010 - Present
Wells Fargo Advisors February 2006 - December 2010
PNC Investments January 1998 - February 2006
Morgan Stanley October 1996 - January 1998
Vanguard October 1995 - October 1996
U.S. Congress, Congressman F. James Sensenbrenner September 1993 - October 1995
Skills
Estate Planning, Financial Planning, Retirement Planning, Series 7, Wealth Management, Investments, Asset Management, Portfolio Management, Asset Allocation, Insurance, Mutual Funds, Long Term Care, Retirement Income..., Annuities, 401k, Financial Advisory
Education
College for Financial Planning 2010 — 2011
CRPC
Villanova University 1989 — 1993
BA, Political Science
David Hare's Wells Fargo Advisors Experience October 2010 - May 2011
Job Senior Associate at PwC
Industry Financial Services
Experience
PricewaterhouseCoopers January 2012 - April 2012
SIB Development & Consulting Inc. August 2011 - November 2011
Wells Fargo Advisors October 2010 - May 2011
Skills
Analysis, Accounting, Financial Accounting, Management, Corporate Finance, Economics, Social Media, Time Management, Business Intelligence, CRM, Contract Management
Education
The University of Texas at Austin - Red McCombs School of Business 2012 — 2013
Master in Professional Accounting (MPA)
College of Charleston
Bachelor of Science (BS), Accounting and Business Administration (Finance) - summa cum laude
PricewaterhouseCoopers January 2012 - April 2012
SIB Development & Consulting Inc. August 2011 - November 2011
Wells Fargo Advisors October 2010 - May 2011
Skills
Analysis, Accounting, Financial Accounting, Management, Corporate Finance, Economics, Social Media, Time Management, Business Intelligence, CRM, Contract Management
Education
The University of Texas at Austin - Red McCombs School of Business 2012 — 2013
Master in Professional Accounting (MPA)
College of Charleston
Bachelor of Science (BS), Accounting and Business Administration (Finance) - summa cum laude
Brett Andrews, CWS® Brett Andrews, CWS®'s Wells Fargo Advisors Experience December 2008 - January 2011
Job ♦Certified Wealth Strategist®♦Financial Planner♦Business Advisor♦ to Business Owners✔ Doctors✔ Investors✔
Industry Financial Services
Experience
Fortress Financial Strategies January 2011 - Present
Fortress Business Advisory 2012 - Present
The Effective Leader 2012 - Present
Fortress Insurance Services (Formerly Alpha Arizona Insurance) January 2009 - Present
Fortress Federal Benefit Advisors November 2010 - Present
Wells Fargo Advisors December 2008 - January 2011
Wachovia Securities July 2003 - December 2008
Prudential Financial December 2000 - July 2003
Salomon Smith Barney October 1998 - December 2000
Loews Cineplex Entertainment January 1994 - January 1996
Skills
Financial Planning For..., Financial Planning For..., Financial Planning, Retirement Planning, Investments, Insurance, Retirement Income..., 401k Rollovers, Asset Protection, Increase Cash Flow, Qualified Retirement..., Life Insurance, Group Health Insurance, Wealth Management, Non-Qualified Deferred..., Business Analysis, Employee Benefits, Personal Finance, Technical Analysis, Certified Federal..., Financial Analysis, Small Business, Tax Reduction, Business Planning, Variable Annuities, Equity Indexed Annuities, 401k, Profit Sharing, Estate Planning, Defined Benefit, Pensions, Risk Management, Portfolio Management, Financial Services, Strategic Financial..., Fixed Annuities, Retirement, Mutual Funds, Disability Insurance, Long-term Care, Financial Advisory, Health Insurance, Securities, Long Term Care Insurance, Finance, Wealth Management..., Investment Management
Education
University of Phoenix 2001 — 2003
BS, Business Administration
The University of Texas at Austin 1998 — 2001
Economics
Collin County Community College 1992 — 1995
Associate's degree, Business Administration and Management, General
Plano Senior High School 1990 — 1992
Fortress Financial Strategies January 2011 - Present
Fortress Business Advisory 2012 - Present
The Effective Leader 2012 - Present
Fortress Insurance Services (Formerly Alpha Arizona Insurance) January 2009 - Present
Fortress Federal Benefit Advisors November 2010 - Present
Wells Fargo Advisors December 2008 - January 2011
Wachovia Securities July 2003 - December 2008
Prudential Financial December 2000 - July 2003
Salomon Smith Barney October 1998 - December 2000
Loews Cineplex Entertainment January 1994 - January 1996
Skills
Financial Planning For..., Financial Planning For..., Financial Planning, Retirement Planning, Investments, Insurance, Retirement Income..., 401k Rollovers, Asset Protection, Increase Cash Flow, Qualified Retirement..., Life Insurance, Group Health Insurance, Wealth Management, Non-Qualified Deferred..., Business Analysis, Employee Benefits, Personal Finance, Technical Analysis, Certified Federal..., Financial Analysis, Small Business, Tax Reduction, Business Planning, Variable Annuities, Equity Indexed Annuities, 401k, Profit Sharing, Estate Planning, Defined Benefit, Pensions, Risk Management, Portfolio Management, Financial Services, Strategic Financial..., Fixed Annuities, Retirement, Mutual Funds, Disability Insurance, Long-term Care, Financial Advisory, Health Insurance, Securities, Long Term Care Insurance, Finance, Wealth Management..., Investment Management
Education
University of Phoenix 2001 — 2003
BS, Business Administration
The University of Texas at Austin 1998 — 2001
Economics
Collin County Community College 1992 — 1995
Associate's degree, Business Administration and Management, General
Plano Senior High School 1990 — 1992
Johnny Kouri Johnny Kouri's Wells Fargo Advisors Experience May 2008 - May 2009
Job Regional Sales Manager at Toshiba Business Solutions
Industry Business Supplies and Equipment
Experience
Toshiba Business Solutions July 2009 - Present
Wells Fargo Advisors May 2008 - May 2009
Education
Fort Lewis College 2004 — 2008
BA
College for Financial Planning
CRPC
Legacy High School
Toshiba Business Solutions July 2009 - Present
Wells Fargo Advisors May 2008 - May 2009
Education
Fort Lewis College 2004 — 2008
BA
College for Financial Planning
CRPC
Legacy High School
Timothy Oman, CRPC® Timothy Oman, CRPC®'s Wells Fargo Advisors Experience June 2010 - May 2015
Job Financial Consultant at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co. May 2015 - Present
Wells Fargo Advisors June 2010 - May 2015
Skills
Finance, Financial Advisory, Retirement, Financial Planning, Portfolio Management, Management
Education
Columbia College Chicago 1983 — 1986
BA, Marketing, Graphic design
Benjamin F. Edwards & Co. May 2015 - Present
Wells Fargo Advisors June 2010 - May 2015
Skills
Finance, Financial Advisory, Retirement, Financial Planning, Portfolio Management, Management
Education
Columbia College Chicago 1983 — 1986
BA, Marketing, Graphic design
Chad Johnson, MBA Chad Johnson, MBA's Wells Fargo Advisors Experience April 2008 - January 2011
Job Vice President | Portfolio Manager at Reliance Trust Company
Industry Investment Management
Experience
Reliance Trust Company November 2013 - Present
SunTrust Bank May 2013 - November 2013
SunTrust Bank March 2011 - May 2013
Wells Fargo Advisors April 2008 - January 2011
Bank of America April 2004 - March 2008
Bank of America May 2002 - April 2004
Wachovia Securities March 1999 - August 2002
Skills
Portfolio Management, Financial Analysis, Investments, Asset Management, Series 7, Series 6, Series 63, Series 65, Compliance, Private Banking, Asset Managment, Equities, Finance, Capital Markets, Financial Advisory, Financial Risk, Financial Services, Fixed Income, High Net Worth..., Investment Advisory, Investment Management, Mutual Funds, Options, Risk Management, Securities, Staff Development, Strategic Financial..., Trading, Wealth Management, Wealth Management..., Analysis, Alternative Investments, Asset Allocation, Banking, Financial Planning
Education
University of Georgia - Terry College of Business 2014 — 2015
Financial Planning - Executive Program
Georgia State University - J. Mack Robinson College of Business 2009 — 2011
MBA, Managerial Science
Pfeiffer University 1997 — 1999
Bachelor of Science, Management
National Association of Securities Dealers
General Securities Representative
CFA Institute
Chartered Financial Analyst level I candidate
College for Financial Planning
Chartered Retirement Planning Counselor
Reliance Trust Company November 2013 - Present
SunTrust Bank May 2013 - November 2013
SunTrust Bank March 2011 - May 2013
Wells Fargo Advisors April 2008 - January 2011
Bank of America April 2004 - March 2008
Bank of America May 2002 - April 2004
Wachovia Securities March 1999 - August 2002
Skills
Portfolio Management, Financial Analysis, Investments, Asset Management, Series 7, Series 6, Series 63, Series 65, Compliance, Private Banking, Asset Managment, Equities, Finance, Capital Markets, Financial Advisory, Financial Risk, Financial Services, Fixed Income, High Net Worth..., Investment Advisory, Investment Management, Mutual Funds, Options, Risk Management, Securities, Staff Development, Strategic Financial..., Trading, Wealth Management, Wealth Management..., Analysis, Alternative Investments, Asset Allocation, Banking, Financial Planning
Education
University of Georgia - Terry College of Business 2014 — 2015
Financial Planning - Executive Program
Georgia State University - J. Mack Robinson College of Business 2009 — 2011
MBA, Managerial Science
Pfeiffer University 1997 — 1999
Bachelor of Science, Management
National Association of Securities Dealers
General Securities Representative
CFA Institute
Chartered Financial Analyst level I candidate
College for Financial Planning
Chartered Retirement Planning Counselor
Wendy (Wyatt) Buchanan, AAMS®, AWMA® Wendy (Wyatt) Buchanan, AAMS®, AWMA®'s Wells Fargo Advisors Experience March 2013 - Present
Job Managing Director Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 2013 - Present
Wells Fargo Advisors August 2008 - March 2013
Edward Jones May 1988 - August 2008
Skills
Investments, Retirement Planning, Insurance, Asset Allocation, Mutual Funds, Investment Strategies, Public Speaking, Retirement, Securities, Risk Management, Financial Analysis, Mortgage Lending, Sales Management, Sales, Strategic Financial..., Estate Planning, Alternative Investments, Financial Advisory, Management, IRAs, 401k, Fixed Annuities, Equities, 401k Rollovers, Portfolio Analysis
Education
College for Financial Planning 2011 — 2012
AWMA Certification, Accredited Wealth Management Advisor
College for Financial Planning 2000 — 2001
AAMS Certification, Accredited Asset Management Specialist
Stephen F. Austin State University 1981 — 1985
Bachelor of Business Administration (BBA), Finance
Nacogdoches High School 1978 — 1981
Wells Fargo Advisors March 2013 - Present
Wells Fargo Advisors August 2008 - March 2013
Edward Jones May 1988 - August 2008
Skills
Investments, Retirement Planning, Insurance, Asset Allocation, Mutual Funds, Investment Strategies, Public Speaking, Retirement, Securities, Risk Management, Financial Analysis, Mortgage Lending, Sales Management, Sales, Strategic Financial..., Estate Planning, Alternative Investments, Financial Advisory, Management, IRAs, 401k, Fixed Annuities, Equities, 401k Rollovers, Portfolio Analysis
Education
College for Financial Planning 2011 — 2012
AWMA Certification, Accredited Wealth Management Advisor
College for Financial Planning 2000 — 2001
AAMS Certification, Accredited Asset Management Specialist
Stephen F. Austin State University 1981 — 1985
Bachelor of Business Administration (BBA), Finance
Nacogdoches High School 1978 — 1981
Evelyn Rhines, CRPC,Insurance/Finanical Advisor Evelyn Rhines, CRPC,Insurance/Finanical Advisor's Wells Fargo Advisors Experience 2011 - 2011
Job Internal Wholesaler/Life Insurance Sales Consultant at Carroll Enterprises/SBIA
Industry Insurance
Experience
Carroll Enterprises/SBIA October 2011 - Present
XFitnessMN.com September 2010 - Present
Cookboodiet.com November 2005 - Present
2005 - 2008 January 2005 - Present
Wells Fargo Advisors 2011 - 2011
AEGON June 2008 - September 2010
Waddell & Reed/Ameriprise January 2001 - January 2004
Health Partners January 1998 - January 2000
State Farm Insurance 1993 - 1996
Skills
Insurance, Retirement Planning, Series 7, Investments, Life Insurance, Financial Services, Strategic Financial..., Employee Benefits, CRM, Securities, Sales, 401k, Sarbanes-Oxley, Fixed Annuities, Mutual Funds, Morningstar, Asset Allocation, Management, Small Business, Risk Management, Retirement, Portfolio Management, Public Speaking, Financial Advisory, Long Term Care Insurance, Disability Insurance, Sales Process, Direct Sales, Sales Management, Sales Operations, Sales Presentations
Education
College for Financial Planning 2009 — 2009
Bachelor of Science (B.S.) Business Administration, Financial Advising & Retirement Planning
Minnesota State University, Mankato
BS, Finance, Insurance Real Estate
Minnesota State University, Mankato
B.S, Business Administration; Finance, Insurance & Real Estate
Washburn High School
Carroll Enterprises/SBIA October 2011 - Present
XFitnessMN.com September 2010 - Present
Cookboodiet.com November 2005 - Present
2005 - 2008 January 2005 - Present
Wells Fargo Advisors 2011 - 2011
AEGON June 2008 - September 2010
Waddell & Reed/Ameriprise January 2001 - January 2004
Health Partners January 1998 - January 2000
State Farm Insurance 1993 - 1996
Skills
Insurance, Retirement Planning, Series 7, Investments, Life Insurance, Financial Services, Strategic Financial..., Employee Benefits, CRM, Securities, Sales, 401k, Sarbanes-Oxley, Fixed Annuities, Mutual Funds, Morningstar, Asset Allocation, Management, Small Business, Risk Management, Retirement, Portfolio Management, Public Speaking, Financial Advisory, Long Term Care Insurance, Disability Insurance, Sales Process, Direct Sales, Sales Management, Sales Operations, Sales Presentations
Education
College for Financial Planning 2009 — 2009
Bachelor of Science (B.S.) Business Administration, Financial Advising & Retirement Planning
Minnesota State University, Mankato
BS, Finance, Insurance Real Estate
Minnesota State University, Mankato
B.S, Business Administration; Finance, Insurance & Real Estate
Washburn High School
Pat Ware, CFP® Pat Ware, CFP®'s Wells Fargo Advisors Experience 2003 - Present
Job Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors 2003 - Present
Boise Office Solutions 1995 - 2003
Boise Office Solutions August 1990 - May 1995
Boise Office Solutions May 1978 - August 1990
Skills
Investment Strategies, Retirement Planning, Risk Management, Tax-Efficient Strategies, Asset Allocation
Education
College for Financial Planning 2007 — 2008
Financial Planning and Services
Northern Illinois University 1974 — 1978
BS, Computer Science
Addison Trail 1970 — 1974
Wells Fargo Advisors 2003 - Present
Boise Office Solutions 1995 - 2003
Boise Office Solutions August 1990 - May 1995
Boise Office Solutions May 1978 - August 1990
Skills
Investment Strategies, Retirement Planning, Risk Management, Tax-Efficient Strategies, Asset Allocation
Education
College for Financial Planning 2007 — 2008
Financial Planning and Services
Northern Illinois University 1974 — 1978
BS, Computer Science
Addison Trail 1970 — 1974
Gianni Baldassari's Wells Fargo Advisors Experience June 2011 - August 2011
Job Graduate of DePaul University College of Law
Industry Law Practice
Experience
Choice Legal Group, P.A. June 2014 - August 2014
Bletzer and Bletzer, P.C. May 2013 - August 2013
City of Chicago - Legislative Inspector General June 2012 - August 2012
College of the Holy Cross August 2008 - May 2012
Wells Fargo Advisors June 2011 - August 2011
New Era Hockey Camp June 2010 - August 2011
Wells Fargo Advisors June 2010 - August 2010
UBS June 2009 - August 2009
Skills
Lexis, Westlaw, Legal Research, Legal Writing, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Critical Thinking, Civil Litigation, Market Research, Litigation
Education
DePaul University College of Law 2013 — 2015
Juris Doctor, Business Law Certificate
Thomas M. Cooley Law School 2012 — 2013
Juris Doctor
College of the Holy Cross 2008 — 2012
Bachelor of Arts (B.A.), Economics
Choice Legal Group, P.A. June 2014 - August 2014
Bletzer and Bletzer, P.C. May 2013 - August 2013
City of Chicago - Legislative Inspector General June 2012 - August 2012
College of the Holy Cross August 2008 - May 2012
Wells Fargo Advisors June 2011 - August 2011
New Era Hockey Camp June 2010 - August 2011
Wells Fargo Advisors June 2010 - August 2010
UBS June 2009 - August 2009
Skills
Lexis, Westlaw, Legal Research, Legal Writing, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Critical Thinking, Civil Litigation, Market Research, Litigation
Education
DePaul University College of Law 2013 — 2015
Juris Doctor, Business Law Certificate
Thomas M. Cooley Law School 2012 — 2013
Juris Doctor
College of the Holy Cross 2008 — 2012
Bachelor of Arts (B.A.), Economics
Dino Johnson Dino Johnson'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
ARJENT February 2013 - November 2013
Financial Products, LLC January 2012 - February 2013
Wells Fargo Advisors May 2010 - August 2010
Morgan Stanley May 2009 - August 2009
Skills
Portfolio Management, Mutual Funds, Securities, Asset Allocation, Series 7, Alternative Investments, Series 63, Equities, Fixed Income, Asset Management, Investments, Wealth Management, Derivatives, ETFs, Investment Advisory, Uniform Combined State..., Bloomberg, Hedge Funds, Capital Markets
Education
College of Mount Saint Vincent 2007 — 2011
BS, Business
Wells Fargo Advisors March 2014 - Present
ARJENT February 2013 - November 2013
Financial Products, LLC January 2012 - February 2013
Wells Fargo Advisors May 2010 - August 2010
Morgan Stanley May 2009 - August 2009
Skills
Portfolio Management, Mutual Funds, Securities, Asset Allocation, Series 7, Alternative Investments, Series 63, Equities, Fixed Income, Asset Management, Investments, Wealth Management, Derivatives, ETFs, Investment Advisory, Uniform Combined State..., Bloomberg, Hedge Funds, Capital Markets
Education
College of Mount Saint Vincent 2007 — 2011
BS, Business
William LEE Mullins, CFP® William LEE Mullins, CFP®'s Wells Fargo Advisors Experience 1991 - Present
Job First Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors 1991 - Present
Education
College for Financial Planning 2010 — 2012
Master of Science (MS), Personal Financial Planning
University of Kentucky 1988 — 1991
Bachelor of Business Administration (BBA), Corporate Finance with Honors
Wells Fargo Advisors 1991 - Present
Education
College for Financial Planning 2010 — 2012
Master of Science (MS), Personal Financial Planning
University of Kentucky 1988 — 1991
Bachelor of Business Administration (BBA), Corporate Finance with Honors
Justine Girard Justine Girard's Wells Fargo Advisors Experience March 2004 - Present
Job Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 2004 - Present
UBS Financial Services 1980 - 2004
Skills
Retirement Planning, Wealth Management, Series 7, Mutual Funds, Asset Allocation, Investments, Series 63, Investment Strategies, Investment Advisory, Asset Management
Education
College for Financial Planning
AAMS, Asset Management
University of California, San Diego
BA
Wells Fargo Advisors March 2004 - Present
UBS Financial Services 1980 - 2004
Skills
Retirement Planning, Wealth Management, Series 7, Mutual Funds, Asset Allocation, Investments, Series 63, Investment Strategies, Investment Advisory, Asset Management
Education
College for Financial Planning
AAMS, Asset Management
University of California, San Diego
BA
Deborah Moeck, REALTOR, CFP®, Deborah Moeck, REALTOR, CFP®,'s Wells Fargo Advisors Experience May 1999 - May 2011
Job Real Estate Professional Business & Financial Management
Industry Real Estate
Experience
Long Realty Company July 2015 - Present
SBDC - Larimer County December 2011 - February 2013
Institute of Business & Medical Careers, Inc. December 2010 - August 2011
Wells Fargo Advisors May 1999 - May 2011
Third Street Salon May 1987 - September 1998
Skills
Investments, Wealth Management, Insurance, Retirement, Microsoft Office, Series 7, Asset Management, Financial Planning, Strategic Planning, Public Speaking, Customer Relations, Small Business, Investment Advisory, Portfolio Management, Business Planning, Financial Advisory, Asset Allocation, Mutual Funds, Retirement Planning, Investment Strategies, Budgeting, Securities, Coaching, Business Strategy, Options, Financial Analysis, Equities, Funding, Wealth, Bonds, Personal Finance, Fixed Income, 401k, Planning, ETFs, Fundraising, Entrepreneur, Financial Markets, Customer Service, Cash Management, Estate Planning, IRA's, Annuities, IRAs, Asset Managment, Entrepreneurship, Strategic Financial..., Budgets, Project Planning, Leadership
Education
Colorado State University 1996 — 1999
Bachelor of Science, Business Management
Colorado State University 1996 — 1999
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Long Realty Company July 2015 - Present
SBDC - Larimer County December 2011 - February 2013
Institute of Business & Medical Careers, Inc. December 2010 - August 2011
Wells Fargo Advisors May 1999 - May 2011
Third Street Salon May 1987 - September 1998
Skills
Investments, Wealth Management, Insurance, Retirement, Microsoft Office, Series 7, Asset Management, Financial Planning, Strategic Planning, Public Speaking, Customer Relations, Small Business, Investment Advisory, Portfolio Management, Business Planning, Financial Advisory, Asset Allocation, Mutual Funds, Retirement Planning, Investment Strategies, Budgeting, Securities, Coaching, Business Strategy, Options, Financial Analysis, Equities, Funding, Wealth, Bonds, Personal Finance, Fixed Income, 401k, Planning, ETFs, Fundraising, Entrepreneur, Financial Markets, Customer Service, Cash Management, Estate Planning, IRA's, Annuities, IRAs, Asset Managment, Entrepreneurship, Strategic Financial..., Budgets, Project Planning, Leadership
Education
Colorado State University 1996 — 1999
Bachelor of Science, Business Management
Colorado State University 1996 — 1999
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Daniel Mullan's Wells Fargo Advisors Experience May 2009 - October 2014
Job New York Life
Industry Financial Services
Experience
New York Life Insurance Company November 2014 - Present
Wells Fargo Advisors May 2009 - October 2014
Merrill Lynch September 2007 - May 2009
Raymond James Financial Inc. February 2001 - September 2007
Skills
Finance, Leadership, Investments, Retirement Planning, Wealth Management, Financial Planning, Wealth, Retirement, Mutual Funds, Series 7, Financial Advisory, Life Insurance, Financial Services, Fixed Annuities, Insurance
Education
The American College 1998 — 2003
Finance
College for Financial Planning 2005 — 2007
Retirement Planning
New York Life Insurance Company November 2014 - Present
Wells Fargo Advisors May 2009 - October 2014
Merrill Lynch September 2007 - May 2009
Raymond James Financial Inc. February 2001 - September 2007
Skills
Finance, Leadership, Investments, Retirement Planning, Wealth Management, Financial Planning, Wealth, Retirement, Mutual Funds, Series 7, Financial Advisory, Life Insurance, Financial Services, Fixed Annuities, Insurance
Education
The American College 1998 — 2003
Finance
College for Financial Planning 2005 — 2007
Retirement Planning
Luciano Di Claro's Wells Fargo Advisors Experience February 2008 - February 2011
Job First Vice President of Wealth Management at UBS
Industry Financial Services
Experience
UBS December 2011 - Present
Wells Fargo Advisors February 2008 - February 2011
HSBC February 2007 - February 2008
Merrill Lynch February 2005 - February 2006
Lloyds Banking Group February 2003 - February 2005
Wells Fargo Advisors February 1999 - February 2003
Education
Harvard University 2015 — 2018
MLA in General Management, General Management
College for Financial Planning 2007 — 2011
Master's Degree, Financial Planning and Services
Harvard Kennedy School of Government 2002 — 2002
Post Graduate, Behavioral Finance, Passed
Florida International University 1998 — 2001
Bachelor of Business Administration (B.B.A.), International Business
UBS December 2011 - Present
Wells Fargo Advisors February 2008 - February 2011
HSBC February 2007 - February 2008
Merrill Lynch February 2005 - February 2006
Lloyds Banking Group February 2003 - February 2005
Wells Fargo Advisors February 1999 - February 2003
Education
Harvard University 2015 — 2018
MLA in General Management, General Management
College for Financial Planning 2007 — 2011
Master's Degree, Financial Planning and Services
Harvard Kennedy School of Government 2002 — 2002
Post Graduate, Behavioral Finance, Passed
Florida International University 1998 — 2001
Bachelor of Business Administration (B.B.A.), International Business
Scott Sargent, CFP®, CMFC® Scott Sargent, CFP®, CMFC®'s Wells Fargo Advisors Experience April 2010 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors April 2010 - Present
Morgan Stanley May 1994 - April 2010
Skills
Investment Strategies, Retirement Planning, Mutual Funds, High Net Worth..., 401k Rollovers, College Savings Plans, Risk Management, Due Diligence, Multigenerational..., Tax-Efficient Strategies, Securities
Education
University of California, Los Angeles 1984 — 1989
BA, Economics
College for Financial Planning
Certified Financial Planner®
College for Financial Planning
Chartered Mutual Fund Counselor®
Wells Fargo Advisors April 2010 - Present
Morgan Stanley May 1994 - April 2010
Skills
Investment Strategies, Retirement Planning, Mutual Funds, High Net Worth..., 401k Rollovers, College Savings Plans, Risk Management, Due Diligence, Multigenerational..., Tax-Efficient Strategies, Securities
Education
University of California, Los Angeles 1984 — 1989
BA, Economics
College for Financial Planning
Certified Financial Planner®
College for Financial Planning
Chartered Mutual Fund Counselor®
Anitha Asokan Anitha Asokan's Wells Fargo Advisors Experience January 2010 - July 2011
Job Data Quality Supervisor at Medica
Industry Information Technology and Services
Experience
Medica September 2015 - Present
Medica August 2011 - Present
Wells Fargo Advisors January 2010 - July 2011
ATT January 2008 - December 2009
MasterCard April 2007 - December 2007
ATT January 2005 - March 2007
Tata Consultancy Services July 1997 - December 2003
Skills
Analysis, Business Analysis, Business Intelligence, Data Warehousing, Databases, Oracle, Requirements Analysis, SDLC, Software Documentation, Visio
Education
College of Engineering, Guindy
Bachelor's Degree, Electronics and Communications Engineering
Medica September 2015 - Present
Medica August 2011 - Present
Wells Fargo Advisors January 2010 - July 2011
ATT January 2008 - December 2009
MasterCard April 2007 - December 2007
ATT January 2005 - March 2007
Tata Consultancy Services July 1997 - December 2003
Skills
Analysis, Business Analysis, Business Intelligence, Data Warehousing, Databases, Oracle, Requirements Analysis, SDLC, Software Documentation, Visio
Education
College of Engineering, Guindy
Bachelor's Degree, Electronics and Communications Engineering
Danny Foskey's Wells Fargo Advisors Experience February 2015 - Present
Job Regional Supervisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors February 2015 - Present
Wells Fargo Advisors November 2010 - January 2015
Verity Asset Management February 2010 - November 2010
TIAA-CREF July 2004 - November 2009
US Navy December 1996 - July 2001
Skills
Customer Service, Mutual Funds, Investments, Management, Portfolio Management, Finance, Retirement, Securities, Financial Planning
Education
College for Financial Planning 2010 — 2013
Master's Degree, Finance, General
University of Phoenix 2004 — 2007
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Georgia Perimeter College 2001 — 2003
Business Administration and Management, General
Wells Fargo Advisors February 2015 - Present
Wells Fargo Advisors November 2010 - January 2015
Verity Asset Management February 2010 - November 2010
TIAA-CREF July 2004 - November 2009
US Navy December 1996 - July 2001
Skills
Customer Service, Mutual Funds, Investments, Management, Portfolio Management, Finance, Retirement, Securities, Financial Planning
Education
College for Financial Planning 2010 — 2013
Master's Degree, Finance, General
University of Phoenix 2004 — 2007
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Georgia Perimeter College 2001 — 2003
Business Administration and Management, General
Chris McAlpine Chris McAlpine's Wells Fargo Advisors Experience June 2014 - Present
Job Pursuing career in IT
Industry Banking
Experience
Wells Fargo Advisors June 2014 - Present
Wells Fargo May 2012 - June 2014
US Army September 2009 - November 2011
Wells Fargo August 2006 - August 2009
Wells Fargo October 2005 - August 2006
Skills
Programming, Graphic Design, Web Development, Customer Service, Microsoft Office, Adobe Creative Suite, Teamwork, HTML, CSS, JavaScript, Management, Java, Banking, Information Technology, Insurance, Risk Management, SQL
Education
Colorado Technical University 2012 — 2015
Bachelor's Degree, Web Development, 3.88 GPA
Wells Fargo Advisors June 2014 - Present
Wells Fargo May 2012 - June 2014
US Army September 2009 - November 2011
Wells Fargo August 2006 - August 2009
Wells Fargo October 2005 - August 2006
Skills
Programming, Graphic Design, Web Development, Customer Service, Microsoft Office, Adobe Creative Suite, Teamwork, HTML, CSS, JavaScript, Management, Java, Banking, Information Technology, Insurance, Risk Management, SQL
Education
Colorado Technical University 2012 — 2015
Bachelor's Degree, Web Development, 3.88 GPA
Meghan Dibble's Wells Fargo Advisors Experience November 2008 - March 2014
Job Receptionist
Industry Information Technology and Services
Experience
Datotel March 2014 - Present
Wells Fargo Advisors November 2008 - March 2014
UniGroup, Inc May 2006 - November 2008
Commerce Bank November 2002 - May 2008
Skills
Banking, Financial Services, Loans, Microsoft Excel, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Back Office, Access, Telephone Skills, Event Planning, Sales, Social Media, Windows 7, Management
Education
Columbia College
Psychology
Fontbonne University
Missouri College
Massage Therapy/Therapeutic Massage
St. Louis Community College
Datotel March 2014 - Present
Wells Fargo Advisors November 2008 - March 2014
UniGroup, Inc May 2006 - November 2008
Commerce Bank November 2002 - May 2008
Skills
Banking, Financial Services, Loans, Microsoft Excel, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Back Office, Access, Telephone Skills, Event Planning, Sales, Social Media, Windows 7, Management
Education
Columbia College
Psychology
Fontbonne University
Missouri College
Massage Therapy/Therapeutic Massage
St. Louis Community College
Bryan Blackburn, CFP® Bryan Blackburn, CFP®'s Wells Fargo Advisors Experience 2014 - Present
Job Financial Advisor at The Lowrie & Carney Wealth Management Group of Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors 2014 - Present
Charles Schwab 2013 - 2014
Charles Schwab 2012 - 2013
Charles Schwab 2010 - 2012
Wells Fargo 2008 - 2010
Skills
Wealth Management, Financial Planning, Retirement Planning, Investments, Portfolio Management, College Funding..., Employee Benefits, Insurance Planning, Asset Allocation, Tax Planning, Estate Planning, Insurance, Equities, Fixed Income
Education
College for Financial Planning 2011 — 2013
Financial Planning
The Ohio State University 2004 — 2008
Bachelor of Science (B.S.), Finance and Financial Management Services
Medina High School 2000 — 2004
Wells Fargo Advisors 2014 - Present
Charles Schwab 2013 - 2014
Charles Schwab 2012 - 2013
Charles Schwab 2010 - 2012
Wells Fargo 2008 - 2010
Skills
Wealth Management, Financial Planning, Retirement Planning, Investments, Portfolio Management, College Funding..., Employee Benefits, Insurance Planning, Asset Allocation, Tax Planning, Estate Planning, Insurance, Equities, Fixed Income
Education
College for Financial Planning 2011 — 2013
Financial Planning
The Ohio State University 2004 — 2008
Bachelor of Science (B.S.), Finance and Financial Management Services
Medina High School 2000 — 2004
Casey Boland Casey Boland's Wells Fargo Advisors Experience March 2011 - October 2011
Job Specialty Sales Representative at Daiichi Sankyo, Inc.
Industry Pharmaceuticals
Experience
Daiichi Sankyo, Inc. June 2015 - Present
Daiichi Sankyo, Inc. August 2012 - June 2015
Wells Fargo Advisors March 2011 - October 2011
Merchant Warehouse August 2009 - March 2011
College of the Holy Cross September 2006 - May 2009
UBS Wealth Management June 2008 - August 2008
Skills
Sales, CRM, Business Development, Investments, Training, Microsoft Excel, Research, Financial Analysis, Pharmaceutical Sales, New Hire Training, Hospital Sales, Cath Lab, Cardiology, Hospitals, Managed Care, Medicaid Managed Care
Education
College of the Holy Cross 2005 — 2009
BA, Economics
Villa Joseph Marie High School 2001 — 2005
Daiichi Sankyo, Inc. June 2015 - Present
Daiichi Sankyo, Inc. August 2012 - June 2015
Wells Fargo Advisors March 2011 - October 2011
Merchant Warehouse August 2009 - March 2011
College of the Holy Cross September 2006 - May 2009
UBS Wealth Management June 2008 - August 2008
Skills
Sales, CRM, Business Development, Investments, Training, Microsoft Excel, Research, Financial Analysis, Pharmaceutical Sales, New Hire Training, Hospital Sales, Cath Lab, Cardiology, Hospitals, Managed Care, Medicaid Managed Care
Education
College of the Holy Cross 2005 — 2009
BA, Economics
Villa Joseph Marie High School 2001 — 2005
Steven Quinn, CFP, CRPC Steven Quinn, CFP, CRPC's Wells Fargo Advisors Experience April 2014 - Present
Job Senior Vice President, Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors April 2014 - Present
Wells Fargo Advisors March 2011 - Present
Wells Fargo Advisors April 2010 - March 2011
Wells Fargo Advisors November 2005 - April 2010
Advest, Inc. May 2005 - November 2005
Education
College of the Holy Cross 2001 — 2005
Bachelor of Arts, Economics & Accounting
Regis High School 1997 — 2001
Wells Fargo Advisors April 2014 - Present
Wells Fargo Advisors March 2011 - Present
Wells Fargo Advisors April 2010 - March 2011
Wells Fargo Advisors November 2005 - April 2010
Advest, Inc. May 2005 - November 2005
Education
College of the Holy Cross 2001 — 2005
Bachelor of Arts, Economics & Accounting
Regis High School 1997 — 2001
Katrina Yarbrough, AAMS®, RP® Katrina Yarbrough, AAMS®, RP®'s Wells Fargo Advisors Experience August 2012 - April 2013
Job Invstment Research Coordinator and Investment Advisor Representative at E T George Investment Management, LLC
Industry Financial Services
Experience
Edward Jones Investments April 2013 - September 2013
Wells Fargo Advisors August 2012 - April 2013
Synergetics DCS, Inc. March 2010 - August 2012
Boardtown Bikes September 2008 - March 2010
Crye-Leike Properties August 2006 - August 2008
Education
College for Financial Planning 2014 — 2015
Accredited Asset Management Specialist, Financial Planning & Investment Management
Mississippi State University 2008 — 2009
Bachelor of Business Administration (BBA), Management
Edward Jones Investments April 2013 - September 2013
Wells Fargo Advisors August 2012 - April 2013
Synergetics DCS, Inc. March 2010 - August 2012
Boardtown Bikes September 2008 - March 2010
Crye-Leike Properties August 2006 - August 2008
Education
College for Financial Planning 2014 — 2015
Accredited Asset Management Specialist, Financial Planning & Investment Management
Mississippi State University 2008 — 2009
Bachelor of Business Administration (BBA), Management
Brett Weyman's Wells Fargo Advisors Experience November 2012 - October 2013
Job MBA Candidate, William & Mary Mason School of Business
Industry Program Development
Experience
iLutu March 2014 - Present
Wells Fargo Advisors November 2012 - October 2013
Mako Investments, LLC February 2009 - March 2012
Remora Investments, LLC December 2006 - February 2009
InterSouth Properties February 2006 - December 2006
Skills
Strategic Planning, Leadership, Entrepreneurship, Public Speaking, Customer Service, Project Management, Research, Strategy, West Africa, Financial Analysis, Microsoft Excel, Foreign Relations, Program Management, Sub-Saharan Africa, African Markets, African Development, Mobile Applications, Foreign Investment, Political Strategy, Nonprofits, Fundraising, Real Estate, Real Estate Development, New Business Development, Business Development, Social Media
Education
The College of William and Mary - The Mason School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Real Estate Development & Consulting
College of Charleston 2012 — 2015
Bachelor's degree, Economics Major, Real Estate Minor
University of Tennessee-Knoxville 2004 — 2006
Architecture
Louisiana Tech University 2003 — 2004
Undeclared
Avon Old Farms School
Fork Union Military Academy
iLutu March 2014 - Present
Wells Fargo Advisors November 2012 - October 2013
Mako Investments, LLC February 2009 - March 2012
Remora Investments, LLC December 2006 - February 2009
InterSouth Properties February 2006 - December 2006
Skills
Strategic Planning, Leadership, Entrepreneurship, Public Speaking, Customer Service, Project Management, Research, Strategy, West Africa, Financial Analysis, Microsoft Excel, Foreign Relations, Program Management, Sub-Saharan Africa, African Markets, African Development, Mobile Applications, Foreign Investment, Political Strategy, Nonprofits, Fundraising, Real Estate, Real Estate Development, New Business Development, Business Development, Social Media
Education
The College of William and Mary - The Mason School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Real Estate Development & Consulting
College of Charleston 2012 — 2015
Bachelor's degree, Economics Major, Real Estate Minor
University of Tennessee-Knoxville 2004 — 2006
Architecture
Louisiana Tech University 2003 — 2004
Undeclared
Avon Old Farms School
Fork Union Military Academy
Adam Crotts Adam Crotts's Wells Fargo Advisors Experience July 2015 - Present
Job Financial Advisor at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Advisors July 2015 - Present
BB&T October 2014 - July 2015
AXA US December 2013 - October 2014
Skills
Financial Services, Investments, Insurance, Microsoft Office, Microsoft Excel, 401k Rollovers, Retirement Planning, Mutual Funds, Securities, Retirement
Education
College of Charleston 1997 — 2001
Degree in Economics with a Concentration in Finance, Economics and Finance
Wells Fargo Advisors July 2015 - Present
BB&T October 2014 - July 2015
AXA US December 2013 - October 2014
Skills
Financial Services, Investments, Insurance, Microsoft Office, Microsoft Excel, 401k Rollovers, Retirement Planning, Mutual Funds, Securities, Retirement
Education
College of Charleston 1997 — 2001
Degree in Economics with a Concentration in Finance, Economics and Finance
Jennifer R. Long, CMP, HMCC Jennifer R. Long, CMP, HMCC's Wells Fargo Advisors Experience July 2011 - December 2013
Job Senior Director, Strategic Customer Engagement
Industry Events Services
Experience
Amerinet, Inc. December 2013 - Present
Wells Fargo Advisors July 2011 - December 2013
Scottrade March 2007 - July 2011
Enterprise Holdings Inc. December 2003 - March 2007
Lodging Hospitality Management March 2001 - April 2003
Education
Columbia College 1998 — 2001
Bachelor of Arts, Psychology; Industrial Organizational Psychology
Amerinet, Inc. December 2013 - Present
Wells Fargo Advisors July 2011 - December 2013
Scottrade March 2007 - July 2011
Enterprise Holdings Inc. December 2003 - March 2007
Lodging Hospitality Management March 2001 - April 2003
Education
Columbia College 1998 — 2001
Bachelor of Arts, Psychology; Industrial Organizational Psychology
Beau Simpson Beau Simpson's Wells Fargo Advisors Experience May 2011 - August 2011
Job Sales Planner at CBS Corporation
Industry Entertainment
Experience
CBS Corporation December 2014 - Present
CBS Corporation April 2013 - December 2014
Coles January 2013 - March 2013
Wells Fargo Advisors May 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Social Media, Microsoft Excel, Microsoft Word, Customer Service, Marketing
Education
College of Charleston 2008 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
CBS Corporation December 2014 - Present
CBS Corporation April 2013 - December 2014
Coles January 2013 - March 2013
Wells Fargo Advisors May 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Social Media, Microsoft Excel, Microsoft Word, Customer Service, Marketing
Education
College of Charleston 2008 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
Brody Trainor Brody Trainor's Wells Fargo Advisors Experience May 2013 - September 2014
Job Looking for an exciting new job opportunity
Industry Financial Services
Experience
Looking for an exciting new job opportunity September 2014 - Present
Wells Fargo Advisors May 2013 - September 2014
Doss Aviation, Initial Flight Screening April 2010 - November 2012
American Iron & Metal Co. Inc September 2008 - April 2010
First Banks of Colorado May 2007 - August 2007
Skills
Budgets, Accounting, Analysis, Auditing, Invoicing, Cash Flow, Financial Accounting, Customer Service, Insurance, Purchasing, Sales, Management, Process Improvement, Outlook, Cost Accounting, Finance, Leadership, Strategic Planning, Team Building
Education
Colorado Christian University 2005 — 2008
Bachelor of Science, Business Administration; Finance, Biblical Studies
Looking for an exciting new job opportunity September 2014 - Present
Wells Fargo Advisors May 2013 - September 2014
Doss Aviation, Initial Flight Screening April 2010 - November 2012
American Iron & Metal Co. Inc September 2008 - April 2010
First Banks of Colorado May 2007 - August 2007
Skills
Budgets, Accounting, Analysis, Auditing, Invoicing, Cash Flow, Financial Accounting, Customer Service, Insurance, Purchasing, Sales, Management, Process Improvement, Outlook, Cost Accounting, Finance, Leadership, Strategic Planning, Team Building
Education
Colorado Christian University 2005 — 2008
Bachelor of Science, Business Administration; Finance, Biblical Studies
Ann McCarthy Hackney, MBA, AAMS®, CMFC®'s Wells Fargo Advisors Experience September 1999 - Present
Job Vice President, Senior Registered Client Associate at The Finlay Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors September 1999 - Present
American Express Financial Advisors 1998 - 1999
Buckingham, Browne & Nichols 1994 - 1997
Pomfret School 1987 - 1994
Education
College of the Holy Cross
A.B., Spanish
Middlebury College
Master of Arts (M.A.), Spanish Language and Literature
Northeastern University
Master of Business Administration (M.B.A.), Finance
College for Financial Planning
Accredited Asset Management Specialist
College for Financial Planning
Chartered Mutual Fund Counselor
Wells Fargo Advisors September 1999 - Present
American Express Financial Advisors 1998 - 1999
Buckingham, Browne & Nichols 1994 - 1997
Pomfret School 1987 - 1994
Education
College of the Holy Cross
A.B., Spanish
Middlebury College
Master of Arts (M.A.), Spanish Language and Literature
Northeastern University
Master of Business Administration (M.B.A.), Finance
College for Financial Planning
Accredited Asset Management Specialist
College for Financial Planning
Chartered Mutual Fund Counselor
Paul Norcross Paul Norcross's Wells Fargo Advisors Experience 1996 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors 1996 - Present
Skills
Relationship Management, Retirement; plan..., financial analysis,..., Stock Analysis &..., Risk Management &..., 401l rollovers, &..., Investment planning &..., Business Owner planning..., Asset Allocation;..., Multigenerational...
Education
College for Financial Planning
CERTIFIED FINANCIAL PLANNER™
Purdue University
Bachelor of Science (BS), Electrical Engineering
University of Dayton
Master of Business Administration (M.B.A.)
Wells Fargo Advisors 1996 - Present
Skills
Relationship Management, Retirement; plan..., financial analysis,..., Stock Analysis &..., Risk Management &..., 401l rollovers, &..., Investment planning &..., Business Owner planning..., Asset Allocation;..., Multigenerational...
Education
College for Financial Planning
CERTIFIED FINANCIAL PLANNER™
Purdue University
Bachelor of Science (BS), Electrical Engineering
University of Dayton
Master of Business Administration (M.B.A.)
Frank Ignatius Stone Frank Ignatius Stone's Wells Fargo Advisors Experience February 2009 - Present
Job Vice President Investments, Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors February 2009 - Present
Merrill Lynch September 1987 - February 2009
Skills
Asset Allocation, Bonds, Equities, ETFs, Fixed Income, Investment Strategies, Mutual Funds, Point and Figure..., Retirement Planning
Education
Golden Gate University 1983 — 1986
Business, Management, Marketing, and Related Support Services
San Francisco State University 1977 — 1980
Bachelor's Degree, Bachelor of Science in Business with an emphesis in Marketing
College of San Mateo 1973 — 1976
Associate's Degree, General Education
Capachino High School 1969 — 1973
High School, General Education
Wells Fargo Advisors February 2009 - Present
Merrill Lynch September 1987 - February 2009
Skills
Asset Allocation, Bonds, Equities, ETFs, Fixed Income, Investment Strategies, Mutual Funds, Point and Figure..., Retirement Planning
Education
Golden Gate University 1983 — 1986
Business, Management, Marketing, and Related Support Services
San Francisco State University 1977 — 1980
Bachelor's Degree, Bachelor of Science in Business with an emphesis in Marketing
College of San Mateo 1973 — 1976
Associate's Degree, General Education
Capachino High School 1969 — 1973
High School, General Education
Carol Shuping's Wells Fargo Advisors Experience July 2002 - July 2003
Job Sales Executive | Account Manager with Expertise in Healthcare || Open to New Opportunities
Industry Hospital & Health Care
Experience
Leadership for Sales Executives Account Management in the San Francisco North Bay Area 2015 - Present
Cruise Planners - Black Pearl Travel April 2014 - Present
Kaiser Foundation Health Plan February 2007 - June 2015
NFIB July 2006 - February 2007
Eureka Chamber of Commerce January 2006 - July 2006
Kabloom Flower Shop March 2003 - March 2006
Wells Fargo Advisors July 2002 - July 2003
Wells Fargo Advisors August 2000 - July 2002
Franklin Templeton Investments July 1999 - May 2000
Franklin Templeton Investments March 1999 - July 1999
Skills
Consultative Selling, Pipeline Management, CRM applications, Time Management, Leadership, Customer Service, Training, Health Insurance, Sales Management, Marketing, Teamwork, Process Scheduler, Business, Sales, Insurance, Revenue Cycle, Hiring, Telephone Skills, Goal Oriented, Strategic Planning, Strategy, Healthcare, Commitment to Customer..., Employee Benefits, Account Management, Organizing, Team Leadership, Pipeline Development, Business Planning, Value Based Selling, Solution Selling, Cross Selling, Customer Satisfaction, Long-term Customer..., Business Strategy, New Business Development, Small Business, Benefits Administration, Business Development, Client Relations, Client Services, Client Development, Client Rapport, Professional Experience, Financial Management..., Customer Experience, Customer Experience..., Wellness, Employee Wellness, CRM
Education
Cal State East Bay 1984 — 1987
BS, Business (Marketing
College of Alameda 1981 — 1984
AA, Fashion Arts
Leadership for Sales Executives Account Management in the San Francisco North Bay Area 2015 - Present
Cruise Planners - Black Pearl Travel April 2014 - Present
Kaiser Foundation Health Plan February 2007 - June 2015
NFIB July 2006 - February 2007
Eureka Chamber of Commerce January 2006 - July 2006
Kabloom Flower Shop March 2003 - March 2006
Wells Fargo Advisors July 2002 - July 2003
Wells Fargo Advisors August 2000 - July 2002
Franklin Templeton Investments July 1999 - May 2000
Franklin Templeton Investments March 1999 - July 1999
Skills
Consultative Selling, Pipeline Management, CRM applications, Time Management, Leadership, Customer Service, Training, Health Insurance, Sales Management, Marketing, Teamwork, Process Scheduler, Business, Sales, Insurance, Revenue Cycle, Hiring, Telephone Skills, Goal Oriented, Strategic Planning, Strategy, Healthcare, Commitment to Customer..., Employee Benefits, Account Management, Organizing, Team Leadership, Pipeline Development, Business Planning, Value Based Selling, Solution Selling, Cross Selling, Customer Satisfaction, Long-term Customer..., Business Strategy, New Business Development, Small Business, Benefits Administration, Business Development, Client Relations, Client Services, Client Development, Client Rapport, Professional Experience, Financial Management..., Customer Experience, Customer Experience..., Wellness, Employee Wellness, CRM
Education
Cal State East Bay 1984 — 1987
BS, Business (Marketing
College of Alameda 1981 — 1984
AA, Fashion Arts
Jon-Paul Brown, CMFC ® Jon-Paul Brown, CMFC ®'s Wells Fargo Advisors Experience October 2009 - January 2015
Job PNC
Industry Financial Services
Experience
PNC January 2015 - Present
Wells Fargo Advisors October 2009 - January 2015
Wells Fargo Advisors June 2008 - October 2009
Financial Advisor February 2006 - January 2008
Skills
Time Management, Leadership, Product Development, Coaching, Microsoft Excel, Microsoft Word, Presentation Skills
Education
University of Missouri-Saint Louis 2009 — 2013
BS Business Administration, Finance
Columbia College 2008 — 2009
BS Business Administration, Financial Services
Lindenwood University
st charles highschool
PNC January 2015 - Present
Wells Fargo Advisors October 2009 - January 2015
Wells Fargo Advisors June 2008 - October 2009
Financial Advisor February 2006 - January 2008
Skills
Time Management, Leadership, Product Development, Coaching, Microsoft Excel, Microsoft Word, Presentation Skills
Education
University of Missouri-Saint Louis 2009 — 2013
BS Business Administration, Finance
Columbia College 2008 — 2009
BS Business Administration, Financial Services
Lindenwood University
st charles highschool
Jeremy Bullock Jeremy Bullock's Wells Fargo Advisors Experience May 2011 - Present
Job CRPC, Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors May 2011 - Present
Merrill Lynch January 2008 - May 2011
Wells Fargo Home Mortgage January 1996 - October 2005
Education
Northern Michigan University 1991 — 1995
Bachelor of Science
College for Financial Planning
CRPC, Chartered Retirement Planning Counselor
Wells Fargo Advisors May 2011 - Present
Merrill Lynch January 2008 - May 2011
Wells Fargo Home Mortgage January 1996 - October 2005
Education
Northern Michigan University 1991 — 1995
Bachelor of Science
College for Financial Planning
CRPC, Chartered Retirement Planning Counselor
Stephen K Nassrah Stephen K Nassrah's Wells Fargo Advisors Experience April 2008 - July 2010
Job Loan Officer at SunTrust
Industry Financial Services
Experience
SunTrust May 2015 - Present
ConeGolf June 2014 - Present
goodmortgage.com November 2014 - April 2015
Consolidated Planning, Inc. December 2013 - October 2014
Wyndham Capital Mortgage January 2012 - October 2013
HF Financial September 2010 - December 2011
Wells Fargo Advisors April 2008 - July 2010
Wachovia Securities October 2006 - March 2008
Skills
Retirement, Financial Services, Investments, Mutual Funds, Insurance, Banking, Loans, Mortgage Lending, Finance, Credit, CRM, Estate Planning, Residential Mortgages, Loan Origination, Securities, Financial Planning
Education
University of South Carolina Upstate 2003 — 2006
Bachelor's Degree, Psychology
College for Financial Planning 2009 — 2010
CFP Professional Education Mentor Program, Financial Planning
SunTrust May 2015 - Present
ConeGolf June 2014 - Present
goodmortgage.com November 2014 - April 2015
Consolidated Planning, Inc. December 2013 - October 2014
Wyndham Capital Mortgage January 2012 - October 2013
HF Financial September 2010 - December 2011
Wells Fargo Advisors April 2008 - July 2010
Wachovia Securities October 2006 - March 2008
Skills
Retirement, Financial Services, Investments, Mutual Funds, Insurance, Banking, Loans, Mortgage Lending, Finance, Credit, CRM, Estate Planning, Residential Mortgages, Loan Origination, Securities, Financial Planning
Education
University of South Carolina Upstate 2003 — 2006
Bachelor's Degree, Psychology
College for Financial Planning 2009 — 2010
CFP Professional Education Mentor Program, Financial Planning
Megan Crosby's Wells Fargo Advisors Experience October 2014 - Present
Job First Vlice President, Complex Manager at Wells Fargo Advisors, LLC Mission Viejo, CA
Industry Financial Services
Experience
Wells Fargo Advisors October 2014 - Present
Wells Fargo Advisors January 2014 - September 2014
Wells Fargo Advisors, LLC February 2011 - December 2013
Wells Fargo Advisors January 2010 - February 2011
Wells Fargo Advisors April 2008 - January 2010
SunTrust Investment Services September 2004 - March 2008
Skills
Management, Business Development, Financial Advisory, Sales, Finance, Financial Services
Education
College of Charleston 2000 — 2003
Bachelor of Science (B.S.), Business Administration, Economics
Wells Fargo Advisors October 2014 - Present
Wells Fargo Advisors January 2014 - September 2014
Wells Fargo Advisors, LLC February 2011 - December 2013
Wells Fargo Advisors January 2010 - February 2011
Wells Fargo Advisors April 2008 - January 2010
SunTrust Investment Services September 2004 - March 2008
Skills
Management, Business Development, Financial Advisory, Sales, Finance, Financial Services
Education
College of Charleston 2000 — 2003
Bachelor of Science (B.S.), Business Administration, Economics
Joe Jordan Joe Jordan's Wells Fargo Advisors Experience August 2011 - October 2011
Job Senior QA Engineer at GoDaddy
Industry Computer Software
Experience
GoDaddy May 2014 - Present
GoDaddy.com April 2013 - May 2014
GoDaddy.com November 2012 - April 2013
GoDaddy.com October 2011 - November 2012
Wells Fargo Advisors August 2011 - October 2011
Merge Healthcare November 2010 - September 2011
Merge Healthcare August 2008 - November 2010
bcgi 2004 - 2008
UNIVERSITY OF SOUTHERN MAINE June 2003 - August 2003
Wireless Retail June 2003 - August 2003
Skills
Automation, Test Automation, Agile Methodologies, Programming, Automation Architect, C#, Selenium, Jenkins, Continuous Integration, Six Sigma Green Belt, HTML, Testing, Java, Six Sigma, Databases, Unix, MySQL, Oracle, Web Applications, Test Planning, rspec, CI, Puppet, Ruby, Gulp, NodeJs, Software Project..., Perl, Software Documentation, C++, Apache, Node.js
Education
North Carolina State University 2008 — 2008
none, Computer Science
University of Southern Maine 2002 — 2008
BS, Computer Science
College of Charleston 2007 — 2007
None, Computer Science
Wagner College 1995 — 1995
None, Sound Design
Windham High School 1991 — 1995
Diploma, College prep
GoDaddy May 2014 - Present
GoDaddy.com April 2013 - May 2014
GoDaddy.com November 2012 - April 2013
GoDaddy.com October 2011 - November 2012
Wells Fargo Advisors August 2011 - October 2011
Merge Healthcare November 2010 - September 2011
Merge Healthcare August 2008 - November 2010
bcgi 2004 - 2008
UNIVERSITY OF SOUTHERN MAINE June 2003 - August 2003
Wireless Retail June 2003 - August 2003
Skills
Automation, Test Automation, Agile Methodologies, Programming, Automation Architect, C#, Selenium, Jenkins, Continuous Integration, Six Sigma Green Belt, HTML, Testing, Java, Six Sigma, Databases, Unix, MySQL, Oracle, Web Applications, Test Planning, rspec, CI, Puppet, Ruby, Gulp, NodeJs, Software Project..., Perl, Software Documentation, C++, Apache, Node.js
Education
North Carolina State University 2008 — 2008
none, Computer Science
University of Southern Maine 2002 — 2008
BS, Computer Science
College of Charleston 2007 — 2007
None, Computer Science
Wagner College 1995 — 1995
None, Sound Design
Windham High School 1991 — 1995
Diploma, College prep
Susan Penney Susan Penney's Wells Fargo Advisors Experience June 2001 - December 2010
Job Founder of Penney Wise® Wealth Advisors, LLC
Industry Financial Services
Experience
Penney Wise Wealth Advisors, LLC December 2012 - Present
Westside Investment Management, LLC 2011 - 2012
Wells Fargo Advisors June 2001 - December 2010
Merrill Lynch 1996 - 2001
Principal Financial Group 1984 - 1996
Skills
Investments, Finance, Wealth, Securities, Retirement Planning, Financial Advisory, Strategic Financial..., Wealth Management, Financial Services, Investment Advisory, Disability Insurance, Fixed Annuities, Investment Strategies, Long Term Care Insurance, Risk Management, Financial Analysis, Financial Modeling, Stock Management, Life Insurance, Variable Annuities, Bonds, Series 7, Series 63, Series 24, Mutual Funds, FINRA, Alternative Investments, Wealth Management..., Asset Allocation, Retirement, 401k, Financial Planners, Investment Management, Estate Planning, IRAs, Options, 401k Rollovers, Series 65, Personal Finance, Wealth Accumulation, Portfolio Management, Roth IRA, Personal Financial..., ETFs, High Net Worth..., Long-term Care, Pensions, Financial Goals, Stocks, College Savings Plans
Education
University of Oklahoma 1977 — 1982
Business Administration- Finance
University of Oklahoma - Price College of Business 1977 — 1982
College for Financial Planning 1990 — 1994
Certified Financial Planner, Financial Planning and Services, Top
Penney Wise Wealth Advisors, LLC December 2012 - Present
Westside Investment Management, LLC 2011 - 2012
Wells Fargo Advisors June 2001 - December 2010
Merrill Lynch 1996 - 2001
Principal Financial Group 1984 - 1996
Skills
Investments, Finance, Wealth, Securities, Retirement Planning, Financial Advisory, Strategic Financial..., Wealth Management, Financial Services, Investment Advisory, Disability Insurance, Fixed Annuities, Investment Strategies, Long Term Care Insurance, Risk Management, Financial Analysis, Financial Modeling, Stock Management, Life Insurance, Variable Annuities, Bonds, Series 7, Series 63, Series 24, Mutual Funds, FINRA, Alternative Investments, Wealth Management..., Asset Allocation, Retirement, 401k, Financial Planners, Investment Management, Estate Planning, IRAs, Options, 401k Rollovers, Series 65, Personal Finance, Wealth Accumulation, Portfolio Management, Roth IRA, Personal Financial..., ETFs, High Net Worth..., Long-term Care, Pensions, Financial Goals, Stocks, College Savings Plans
Education
University of Oklahoma 1977 — 1982
Business Administration- Finance
University of Oklahoma - Price College of Business 1977 — 1982
College for Financial Planning 1990 — 1994
Certified Financial Planner, Financial Planning and Services, Top
Richard Michelson Richard Michelson's Wells Fargo Advisors Experience September 2013 - Present
Job Investment Call Center Sales Representative, CRPC®, at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors September 2013 - Present
Wells Fargo Advisors March 2011 - September 2013
E*TRADE Financial September 2008 - March 2011
Ameriprise Financial Services, Inc. March 2007 - June 2008
Skills
Microsoft Word, Financial Advisory, Microsoft Excel, SmartStation, Bloomberg Terminal, Securities, Retirement, Mutual Funds, PowerPoint, Financial Services, 401k, Mandarin, Asset Allocation, Trading, Fixed Income, Equities, Bloomberg, Options, Finance, Advising Clients, Retirement Planning, Wealth Management, Investments, Bonds, FASware
Education
College for Financial Planning 2014 — 2015
Chartered Retirement Planning Counselor SM, CRPC® designation, Chartered Retirement Planning CounselorSM program, 88%
University of Washington 2001 — 2005
Bachelor of Arts (B.A.), History
Shoreline Community College 1997 — 2000
AA, General Studies
New Mexico Military Institute 1996 — 1996
General Studies
Wells Fargo Advisors September 2013 - Present
Wells Fargo Advisors March 2011 - September 2013
E*TRADE Financial September 2008 - March 2011
Ameriprise Financial Services, Inc. March 2007 - June 2008
Skills
Microsoft Word, Financial Advisory, Microsoft Excel, SmartStation, Bloomberg Terminal, Securities, Retirement, Mutual Funds, PowerPoint, Financial Services, 401k, Mandarin, Asset Allocation, Trading, Fixed Income, Equities, Bloomberg, Options, Finance, Advising Clients, Retirement Planning, Wealth Management, Investments, Bonds, FASware
Education
College for Financial Planning 2014 — 2015
Chartered Retirement Planning Counselor SM, CRPC® designation, Chartered Retirement Planning CounselorSM program, 88%
University of Washington 2001 — 2005
Bachelor of Arts (B.A.), History
Shoreline Community College 1997 — 2000
AA, General Studies
New Mexico Military Institute 1996 — 1996
General Studies
Jessica Couture Jessica Couture's Wells Fargo Advisors Experience June 2007 - Present
Job Sr. Registered Client Associate with Munson Bowen Financial Strategies Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors June 2007 - Present
Education
College of the Redwoods
Two Years Towards AA Degree, Psychology
Wells Fargo Advisors June 2007 - Present
Education
College of the Redwoods
Two Years Towards AA Degree, Psychology
Scott Barnes's Wells Fargo Advisors Experience May 2011 - April 2013
Job Regional Vice President Institutional Distribution
Industry Insurance
Experience
The Prudential Insurance Company of America July 2015 - Present
Pacific Life Insurance Company April 2013 - June 2015
Wells Fargo Advisors May 2011 - April 2013
Lincoln Financial Distributors September 2004 - May 2011
Invesco/Amvescap April 2000 - March 2004
Skills
Life Insurance, Long-Term Care, Strategic Planning
Education
High Point University
Bachelor of Science (BS), Business
Colorado State University
Economics
The Prudential Insurance Company of America July 2015 - Present
Pacific Life Insurance Company April 2013 - June 2015
Wells Fargo Advisors May 2011 - April 2013
Lincoln Financial Distributors September 2004 - May 2011
Invesco/Amvescap April 2000 - March 2004
Skills
Life Insurance, Long-Term Care, Strategic Planning
Education
High Point University
Bachelor of Science (BS), Business
Colorado State University
Economics
Joan Kirshner's Wells Fargo Advisors Experience May 2008 - Present
Job Associate Vice President/Project Manager at Wells Fargo Advisors
Industry Investment Management
Experience
Wells Fargo Advisors May 2008 - Present
Elsevier Inc. 2002 - 2006
Education
Washington University in St. Louis 2006 — 2012
MLA, Liberal Arts
College of Mount Saint Vincent 1980 — 1982
BA, English Literature
Wells Fargo Advisors May 2008 - Present
Elsevier Inc. 2002 - 2006
Education
Washington University in St. Louis 2006 — 2012
MLA, Liberal Arts
College of Mount Saint Vincent 1980 — 1982
BA, English Literature
Bob Lane's Wells Fargo Advisors Experience March 1998 - September 2001
Job Registered Representative at Lane Strategies
Industry Financial Services
Experience
Lane Strategies April 2007 - Present
Presidential Brokerage December 2002 - April 2007
Morgan Stanley September 2001 - November 2002
Wells Fargo Advisors March 1998 - September 2001
U.S. Bank June 1995 - March 1998
MassMutual Financial Group January 1991 - June 1995
MetLife January 1984 - December 1990
Skills
Investments, Strategic Planning, Customer Service, Retirement Planning, Microsoft Office, Strategic Financial..., Marketing, New Business Development, Project Management, Small Business, Microsoft Excel, Insurance, Mutual Funds, Financial Advisory, Finance, Management, Securities, Training, Real Estate, Retirement, Recruiting, IRAs, 401k, Financial Analysis, Series 7, Wealth Management, Estate Planning, Investment Advisory, Asset Allocation, FINRA, Accounting, Roth IRA, Employee Benefits, Team Building, Series 65, Sales Management, Equities, Contract Negotiation, Financial Reporting, Public Speaking, Business Planning, Disability Insurance, Social Networking, Term Life Insurance, Tax, Life Insurance, Banking, Risk Management, Alternative Investments, Portfolio Management
Education
University of Colorado at Colorado Springs 1986 — 1987
MBA, Accounting and Business/Management
Colorado State University-Pueblo 1979 — 1983
Bachelor of Science (BS), Accounting and Finance
Lane Strategies April 2007 - Present
Presidential Brokerage December 2002 - April 2007
Morgan Stanley September 2001 - November 2002
Wells Fargo Advisors March 1998 - September 2001
U.S. Bank June 1995 - March 1998
MassMutual Financial Group January 1991 - June 1995
MetLife January 1984 - December 1990
Skills
Investments, Strategic Planning, Customer Service, Retirement Planning, Microsoft Office, Strategic Financial..., Marketing, New Business Development, Project Management, Small Business, Microsoft Excel, Insurance, Mutual Funds, Financial Advisory, Finance, Management, Securities, Training, Real Estate, Retirement, Recruiting, IRAs, 401k, Financial Analysis, Series 7, Wealth Management, Estate Planning, Investment Advisory, Asset Allocation, FINRA, Accounting, Roth IRA, Employee Benefits, Team Building, Series 65, Sales Management, Equities, Contract Negotiation, Financial Reporting, Public Speaking, Business Planning, Disability Insurance, Social Networking, Term Life Insurance, Tax, Life Insurance, Banking, Risk Management, Alternative Investments, Portfolio Management
Education
University of Colorado at Colorado Springs 1986 — 1987
MBA, Accounting and Business/Management
Colorado State University-Pueblo 1979 — 1983
Bachelor of Science (BS), Accounting and Finance
Jeff Laboranti's Wells Fargo Advisors Experience July 2015 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Wells Fargo Advisors July 2015 - Present
Merrill Lynch March 2008 - July 2015
Skills
Investment Advisory, Series 7, Series 63, Financial Modeling, Investments, Asset Allocation, Hedge Funds, Fixed Income, Strategic Financial..., Retirement Planning, Wealth Management, Securities, Mutual Funds, Asset Management, Alternative Investments, Retirement, Estate Planning, Financial Analysis, Insurance, Bloomberg, Equities, Portfolio Management, 401k, Life Insurance, Credit Analysis, Loans, IRAs, 401k Rollovers, Financial Planners, Saving for Education, Bonds
Education
College of the Holy Cross 1994 — 1998
North Pocono High School 1990 — 1994
Wells Fargo Advisors July 2015 - Present
Merrill Lynch March 2008 - July 2015
Skills
Investment Advisory, Series 7, Series 63, Financial Modeling, Investments, Asset Allocation, Hedge Funds, Fixed Income, Strategic Financial..., Retirement Planning, Wealth Management, Securities, Mutual Funds, Asset Management, Alternative Investments, Retirement, Estate Planning, Financial Analysis, Insurance, Bloomberg, Equities, Portfolio Management, 401k, Life Insurance, Credit Analysis, Loans, IRAs, 401k Rollovers, Financial Planners, Saving for Education, Bonds
Education
College of the Holy Cross 1994 — 1998
North Pocono High School 1990 — 1994
Dr. Kathleen Young's Wells Fargo Advisors Experience February 2014 - Present
Job Learning & Development Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors February 2014 - Present
Webster University April 2012 - Present
Missouri College April 2009 - October 2014
Wells Fargo Advisors June 2012 - January 2014
Wells Fargo Advisors October 2010 - May 2012
AdvisorShares March 2009 - July 2009
A.G. Edwards & Sons, Inc. April 1994 - July 2008
Stifel Nicolaus January 1991 - April 1994
Skills
Management, Research, Program Management, Investments, Marketing, Marketing Strategy, Marketing Communications, Business Development, Microsoft Excel, Portfolio Management, Financial Analysis, Business Planning, Market Research, Leadership, Public Speaking, Project Management, Finance, CRM, Process Improvement, Public Relations, Strategy, Financial Services, Consulting, Equities
Education
Colorado Technical University 2010 — 2014
Doctorate, Management
Fontbonne University 1991 — 1993
MBA, Marketing
Washington University in St. Louis 1987 — 1991
BS, Economics
Horton Watkins
MOCO
Wells Fargo Advisors February 2014 - Present
Webster University April 2012 - Present
Missouri College April 2009 - October 2014
Wells Fargo Advisors June 2012 - January 2014
Wells Fargo Advisors October 2010 - May 2012
AdvisorShares March 2009 - July 2009
A.G. Edwards & Sons, Inc. April 1994 - July 2008
Stifel Nicolaus January 1991 - April 1994
Skills
Management, Research, Program Management, Investments, Marketing, Marketing Strategy, Marketing Communications, Business Development, Microsoft Excel, Portfolio Management, Financial Analysis, Business Planning, Market Research, Leadership, Public Speaking, Project Management, Finance, CRM, Process Improvement, Public Relations, Strategy, Financial Services, Consulting, Equities
Education
Colorado Technical University 2010 — 2014
Doctorate, Management
Fontbonne University 1991 — 1993
MBA, Marketing
Washington University in St. Louis 1987 — 1991
BS, Economics
Horton Watkins
MOCO
Patrick Eleazer's Wells Fargo Advisors Experience August 2012 - Present
Job AVP, Wells Fargo Advisors
Industry Banking
Experience
Wells Fargo Advisors August 2012 - Present
Boy Scouts of America January 2010 - Present
Wachovia August 2000 - August 2012
Wachovia, A Wells Fargo Company March 1998 - August 2000
American Express 1986 - 1998
Education
Midlands Technical College 1984 — 1986
Computer Data Processing
College of Charleston 1982 — 1984
Marine Sciences
Batesburg-Leesville HS
Wells Fargo Advisors August 2012 - Present
Boy Scouts of America January 2010 - Present
Wachovia August 2000 - August 2012
Wachovia, A Wells Fargo Company March 1998 - August 2000
American Express 1986 - 1998
Education
Midlands Technical College 1984 — 1986
Computer Data Processing
College of Charleston 1982 — 1984
Marine Sciences
Batesburg-Leesville HS
Mary (Veranth) Atkin's Wells Fargo Advisors Experience February 2014 - Present
Job Managing Director Market Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors February 2014 - Present
Wells Fargo Advisors April 2008 - February 2014
A.G. Edwards 1978 - 2007
Education
Leadership St. Louis 04-05 2004 — 2005
University of Minnesota - Carlson School of Management 1975 — 1977
BSBA, Management, Marketing
Colorado College 1973 — 1975
Falls High School
Wells Fargo Advisors February 2014 - Present
Wells Fargo Advisors April 2008 - February 2014
A.G. Edwards 1978 - 2007
Education
Leadership St. Louis 04-05 2004 — 2005
University of Minnesota - Carlson School of Management 1975 — 1977
BSBA, Management, Marketing
Colorado College 1973 — 1975
Falls High School
Meaghan Spiegel's Wells Fargo Advisors Experience September 2013 - Present
Job Vice President Advice Communications Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors September 2013 - Present
Skills
Certified Financial...
Education
College for Financial Planning 2011 — 2012
Webster University 2006 — 2008
Master of Business Administration
Truman State University 1999 — 2003
Bachelor of Science
Villa Duchesne 1995 — 1999
Wells Fargo Advisors September 2013 - Present
Skills
Certified Financial...
Education
College for Financial Planning 2011 — 2012
Webster University 2006 — 2008
Master of Business Administration
Truman State University 1999 — 2003
Bachelor of Science
Villa Duchesne 1995 — 1999
S. Kim DeVoss CFP®'s Wells Fargo Advisors Experience November 2013 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors November 2013 - Present
Edward Jones November 2009 - November 2013
Dreyfus April 2007 - July 2011
Kemper Investments 1999 - 2006
Valley bank/bank One 1995 - 2001
Skills
Mutual Funds, Financial Advisory, Fixed Annuities, Financial Services, Retirement Planning, Retirement, Finance, Asset Allocation, Separately Managed..., Investments, ETFs, Investment Strategies, Securities, 401k Rollovers, Business Owner Planning, Business-Succession..., Concentrated Stock..., Deferred Compensation..., Estate Investment..., Financial Analysis, Financial Reporting, Fixed Income Strategies, Insurance, Investment Planning, Multigenerational..., Relationship Management, Retirement Plan..., Retirement Savings, Risk Management, Bonds, Annuities, Stock Analysis, Strategic Planning, Tax Efficient Strategies, Wealth Preservation...
Education
College for Financial Planning 1986 — 1987
CFP, certified financial planning
University of Minnesota-Duluth 1976 — 1981
BBA, Business, Finance and Accounting
Wells Fargo Advisors November 2013 - Present
Edward Jones November 2009 - November 2013
Dreyfus April 2007 - July 2011
Kemper Investments 1999 - 2006
Valley bank/bank One 1995 - 2001
Skills
Mutual Funds, Financial Advisory, Fixed Annuities, Financial Services, Retirement Planning, Retirement, Finance, Asset Allocation, Separately Managed..., Investments, ETFs, Investment Strategies, Securities, 401k Rollovers, Business Owner Planning, Business-Succession..., Concentrated Stock..., Deferred Compensation..., Estate Investment..., Financial Analysis, Financial Reporting, Fixed Income Strategies, Insurance, Investment Planning, Multigenerational..., Relationship Management, Retirement Plan..., Retirement Savings, Risk Management, Bonds, Annuities, Stock Analysis, Strategic Planning, Tax Efficient Strategies, Wealth Preservation...
Education
College for Financial Planning 1986 — 1987
CFP, certified financial planning
University of Minnesota-Duluth 1976 — 1981
BBA, Business, Finance and Accounting
Elliot Pokoik's Wells Fargo Advisors Experience September 2004 - Present
Job First Vice PresidentInvestments Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors September 2004 - Present
Skills
Investments, Retirement Planning, Mutual Funds, Equities, Securities, Alternative Investments, Financial Services
Education
College for Financial Planning 1986 — 1988
Hofstra University 1981 — 1982
business
State University of New York at Albany 1979 — 1981
Bachelor of Science (BS), Business, with concentrations in marketing, and finance with a minor in accounting
State University of New York College at Oneonta 1977 — 1979
Wells Fargo Advisors September 2004 - Present
Skills
Investments, Retirement Planning, Mutual Funds, Equities, Securities, Alternative Investments, Financial Services
Education
College for Financial Planning 1986 — 1988
Hofstra University 1981 — 1982
business
State University of New York at Albany 1979 — 1981
Bachelor of Science (BS), Business, with concentrations in marketing, and finance with a minor in accounting
State University of New York College at Oneonta 1977 — 1979
Shoaib Mahmud's Wells Fargo Advisors Experience August 2011 - July 2013
Job Financial Advisor at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors August 2011 - July 2013
Whizz Systems January 2009 - August 2011
Alachisoft, Inc January 2007 - December 2008
PrimeStar Financial Services June 2002 - December 2006
Nokia Corporation December 1998 - April 2002
CEXEC, Inc November 1996 - November 1998
PRC, Inc September 1990 - October 1996
Skills
Business Development, Management, Cross-functional Team..., Windows, Networking, Program Management, Negotiation, Sales Operations, SaaS, Investments, CRM, Analysis, Business Intelligence, Business Strategy, Lead Generation, Product Development, Project Management, Product Management, Finance, Microsoft Excel, Sales, Microsoft Office, Cloud Computing, Customer Service, Strategic Financial..., Risk Management
Education
Colorado School of Mines 1987 — 1990
B.Sc, Geological Engineering
Wells Fargo Advisors August 2011 - July 2013
Whizz Systems January 2009 - August 2011
Alachisoft, Inc January 2007 - December 2008
PrimeStar Financial Services June 2002 - December 2006
Nokia Corporation December 1998 - April 2002
CEXEC, Inc November 1996 - November 1998
PRC, Inc September 1990 - October 1996
Skills
Business Development, Management, Cross-functional Team..., Windows, Networking, Program Management, Negotiation, Sales Operations, SaaS, Investments, CRM, Analysis, Business Intelligence, Business Strategy, Lead Generation, Product Development, Project Management, Product Management, Finance, Microsoft Excel, Sales, Microsoft Office, Cloud Computing, Customer Service, Strategic Financial..., Risk Management
Education
Colorado School of Mines 1987 — 1990
B.Sc, Geological Engineering
Mike Druffner's Wells Fargo Advisors Experience June 2009 - Present
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors June 2009 - Present
Stifel Nicolaus January 2002 - June 2009
Skills
Asset Allocation, Retirement Planning, 401k, Investment Planning, Wealth Accumulation..., Wealth Preservation...
Education
College for Financial Planning 2013 — 2014
CRPC, Chartered Retirement Planning Counselor
College for Financial Planning 1997 — 1998
AAMS, Accredited Asset Management Specialists
University of Dayton 1990 — 1993
B.A., Economics & Finance
Wells Fargo Advisors June 2009 - Present
Stifel Nicolaus January 2002 - June 2009
Skills
Asset Allocation, Retirement Planning, 401k, Investment Planning, Wealth Accumulation..., Wealth Preservation...
Education
College for Financial Planning 2013 — 2014
CRPC, Chartered Retirement Planning Counselor
College for Financial Planning 1997 — 1998
AAMS, Accredited Asset Management Specialists
University of Dayton 1990 — 1993
B.A., Economics & Finance
Donna Kobus-Mandel's Wells Fargo Advisors Experience June 2011 - September 2011
Job Relationship Manager
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Northern Trust Asset Management September 2012 - December 2014
Northern Trust Global Investments October 2011 - October 2012
Wells Fargo Advisors June 2011 - September 2011
College of Lake County 2010 - 2011
MorganStanley SmithBarney 2008 - 2009
Wachovia Securities. LLC 2007 - 2008
Merrill Lynch 2006 - 2007
Skills
Investments, Client Services, Equities, Asset Management, Series 63, Series 7, ETFs, Mutual Funds, Portfolio Management, Fixed Income, Securities, Financial Services, Management
Education
College of Lake County
Paralegal Studies Program
Illinois State University
Bachelor of Science (BS)
Fidelity Investments June 2015 - Present
Northern Trust Asset Management September 2012 - December 2014
Northern Trust Global Investments October 2011 - October 2012
Wells Fargo Advisors June 2011 - September 2011
College of Lake County 2010 - 2011
MorganStanley SmithBarney 2008 - 2009
Wachovia Securities. LLC 2007 - 2008
Merrill Lynch 2006 - 2007
Skills
Investments, Client Services, Equities, Asset Management, Series 63, Series 7, ETFs, Mutual Funds, Portfolio Management, Fixed Income, Securities, Financial Services, Management
Education
College of Lake County
Paralegal Studies Program
Illinois State University
Bachelor of Science (BS)
Heather Paulson's Wells Fargo Advisors Experience August 2015 - Present
Job SR. Project Manager working for Wells Fargo. Now to get that PMP.
Industry Information Technology and Services
Experience
Wells Fargo Advisors August 2015 - Present
Signature Consultants March 2015 - August 2015
Centene Corporation July 2013 - December 2014
iBridge Solutions September 2011 - July 2013
iBridge Solutions June 2010 - October 2011
SSE October 2007 - March 2010
SSE INC October 2007 - March 2010
FlightSafety International January 2000 - January 2007
FlightSafety International January 2000 - January 2007
Knowledge Learning Corporation 1997 - 1999
Skills
Project Planning, Software Documentation, Database Administration, Project Management, Training, Instructional Design, Management, Visio, Business Analysis, Databases, Human Resources, Requirements Analysis, SharePoint, SDLC, Process Improvement, Agile Methodologies, Program Management, Vendor Management
Education
Columbia College 2004 — 2006
Bachelor's Degree, General Studies, Business Management
Columbia College 2003 — 2006
Bachelor's degree, Business Administration and Management, General
Wells Fargo Advisors August 2015 - Present
Signature Consultants March 2015 - August 2015
Centene Corporation July 2013 - December 2014
iBridge Solutions September 2011 - July 2013
iBridge Solutions June 2010 - October 2011
SSE October 2007 - March 2010
SSE INC October 2007 - March 2010
FlightSafety International January 2000 - January 2007
FlightSafety International January 2000 - January 2007
Knowledge Learning Corporation 1997 - 1999
Skills
Project Planning, Software Documentation, Database Administration, Project Management, Training, Instructional Design, Management, Visio, Business Analysis, Databases, Human Resources, Requirements Analysis, SharePoint, SDLC, Process Improvement, Agile Methodologies, Program Management, Vendor Management
Education
Columbia College 2004 — 2006
Bachelor's Degree, General Studies, Business Management
Columbia College 2003 — 2006
Bachelor's degree, Business Administration and Management, General
Bryant Diaz's Wells Fargo Advisors Experience December 2014 - Present
Job ICG Branch Manager Vice President at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors December 2014 - Present
Wells Fargo Advisors, LLC January 2013 - Present
UBS May 2007 - January 2013
Merrill Lynch International - LATAM August 2000 - May 2007
Skills
Series 7, Investments, Series 63, Portfolio Management, Fixed Income, Wealth Management, Equities, FINRA, Banking, Asset Management
Education
MBA, Colorado Technical University 2008 — 2010
MBA, Marketing and Finance
Colorado Technical University 2007 — 2008
Bachelor, Marketing and Finance
University of Miami 2004 — 2007
Bachelor, General Studies
Politecnico GranColombiano 1997 — 2000
Bachelor, Marketing
Wells Fargo Advisors December 2014 - Present
Wells Fargo Advisors, LLC January 2013 - Present
UBS May 2007 - January 2013
Merrill Lynch International - LATAM August 2000 - May 2007
Skills
Series 7, Investments, Series 63, Portfolio Management, Fixed Income, Wealth Management, Equities, FINRA, Banking, Asset Management
Education
MBA, Colorado Technical University 2008 — 2010
MBA, Marketing and Finance
Colorado Technical University 2007 — 2008
Bachelor, Marketing and Finance
University of Miami 2004 — 2007
Bachelor, General Studies
Politecnico GranColombiano 1997 — 2000
Bachelor, Marketing
Jennifer Dewar's Wells Fargo Advisors Experience July 1996 - November 2001
Job VP of Operations at Accuvant
Industry Computer & Network Security
Experience
Accuvant December 2002 - Present
Wells Fargo Advisors July 1996 - November 2001
Skills
Vendor Management, Strategic Partnerships, Strategic Planning, Managed Services, Channel Partners, Contract Negotiation, Risk Assessment, Operations Management, Financial Operations, Invoice Processing, Security, Cloud Computing, SaaS, Team Leadership, Team Building, Leadership
Education
Colorado State University 1989 — 1993
BS, Psychology
Accuvant December 2002 - Present
Wells Fargo Advisors July 1996 - November 2001
Skills
Vendor Management, Strategic Partnerships, Strategic Planning, Managed Services, Channel Partners, Contract Negotiation, Risk Assessment, Operations Management, Financial Operations, Invoice Processing, Security, Cloud Computing, SaaS, Team Leadership, Team Building, Leadership
Education
Colorado State University 1989 — 1993
BS, Psychology
Bob Ericson's Wells Fargo Advisors Experience July 1996 - Present
Job Vice President at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors July 1996 - Present
Skills
Series 7, Investments, Wealth Management, Mutual Funds, Securities, Series 63, Retirement Planning, Asset Allocation, Investment Advisory, Alternative Investments, Asset Management, Financial Analysis, Risk Management, Insurance, Series 24, FINRA, Estate Planning, Mergers & Acquisitions, Series 65, Strategy
Education
The American College 1987 — 1988
Chartered Life Underwriter and Chartered Financial Consultant training, Life Insurance and Financial Planning
College for Financial Planning 1985 — 1987
Certified Financial Planner training, Financial Planning and Services
Williams College 1977 — 1980
B.A., Economics
Wells Fargo Advisors July 1996 - Present
Skills
Series 7, Investments, Wealth Management, Mutual Funds, Securities, Series 63, Retirement Planning, Asset Allocation, Investment Advisory, Alternative Investments, Asset Management, Financial Analysis, Risk Management, Insurance, Series 24, FINRA, Estate Planning, Mergers & Acquisitions, Series 65, Strategy
Education
The American College 1987 — 1988
Chartered Life Underwriter and Chartered Financial Consultant training, Life Insurance and Financial Planning
College for Financial Planning 1985 — 1987
Certified Financial Planner training, Financial Planning and Services
Williams College 1977 — 1980
B.A., Economics
Gerard Gammero's Wells Fargo Advisors Experience 2008 - 2009
Job Real Estate Broker & GM
Industry Real Estate
Experience
Gammero International Realty January 2015 - Present
Ocean Walk Shoppes July 2012 - Present
Ziegler 2010 - 2012
Merrill Lynch 2009 - 2010
Wells Fargo Advisors 2008 - 2009
Exit Realty Home Team 2006 - 2008
Exit Realty Home Team 2006 - 2008
Skills
Investments, Retirement Planning, Marketing, Small Business, Finance, Real Estate, Management, Commercial Real Estate, Advertising, Online Advertising, Online Marketing, Property Management, Business Process, Business Process..., Business Intelligence, Business Planning, Business Analysis, Marketing Strategy, Leadership, Strategy, Life Coaching
Education
College for Financial Planning
Retirement Planning
Daytona College
Business Administration and Management, General
Gammero International Realty January 2015 - Present
Ocean Walk Shoppes July 2012 - Present
Ziegler 2010 - 2012
Merrill Lynch 2009 - 2010
Wells Fargo Advisors 2008 - 2009
Exit Realty Home Team 2006 - 2008
Exit Realty Home Team 2006 - 2008
Skills
Investments, Retirement Planning, Marketing, Small Business, Finance, Real Estate, Management, Commercial Real Estate, Advertising, Online Advertising, Online Marketing, Property Management, Business Process, Business Process..., Business Intelligence, Business Planning, Business Analysis, Marketing Strategy, Leadership, Strategy, Life Coaching
Education
College for Financial Planning
Retirement Planning
Daytona College
Business Administration and Management, General
Denise (Christa) Sauer, CFP®'s Wells Fargo Advisors Experience September 2002 - Present
Job Financial Advisor with Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors September 2002 - Present
Skills
Investments, Asset Allocation, Retirement Planning, Customer Service, Mutual Funds, Securities, Strategic Planning, Financial Modeling, Retirement, Financial Analysis, 401k, Long-term Care, Fixed Annuities, Finance, Series 7, Investment Strategies, Insurance
Education
College of Charleston 1998 — 2002
Bachelor of Science (B.S.), Business, Finance, Psychology
Fairport High School 1994 — 1998
Wells Fargo Advisors September 2002 - Present
Skills
Investments, Asset Allocation, Retirement Planning, Customer Service, Mutual Funds, Securities, Strategic Planning, Financial Modeling, Retirement, Financial Analysis, 401k, Long-term Care, Fixed Annuities, Finance, Series 7, Investment Strategies, Insurance
Education
College of Charleston 1998 — 2002
Bachelor of Science (B.S.), Business, Finance, Psychology
Fairport High School 1994 — 1998
Oliver Cragan's Wells Fargo Advisors Experience October 2013 - Present
Job Financial Consultant at The Berry Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors October 2013 - Present
Yankee Steeplejack Company May 2013 - September 2013
LoopUp February 2013 - May 2013
Toth + Co July 2011 - January 2013
Goosewing Ranch May 2012 - September 2012
Education
College of the Holy Cross 2008 — 2012
Bachelor of Arts (B.A.) in English
University of Melbourne 2010 — 2011
English
Concord-Carlisle High School 2004 — 2008
Wells Fargo Advisors October 2013 - Present
Yankee Steeplejack Company May 2013 - September 2013
LoopUp February 2013 - May 2013
Toth + Co July 2011 - January 2013
Goosewing Ranch May 2012 - September 2012
Education
College of the Holy Cross 2008 — 2012
Bachelor of Arts (B.A.) in English
University of Melbourne 2010 — 2011
English
Concord-Carlisle High School 2004 — 2008
Jeff Mercuri's Wells Fargo Advisors Experience March 2009 - Present
Job Regional Branch Supervisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors March 2009 - Present
TIAA-CREF October 2004 - August 2008
TIAA-CREF January 2003 - October 2004
Nationsfunds April 2001 - December 2002
UVEST Investment Services Inc. June 2000 - April 2001
SCOTTRADE Inc May 1999 - June 2000
Skills
Securities, Investments, Financial Services, Mutual Funds, Sales, Risk Management, Series 7, Retirement Planning, Finance, Insurance
Education
College of Charleston
University of North Carolina at Charlotte
B.A., Philosophy
Wells Fargo Advisors March 2009 - Present
TIAA-CREF October 2004 - August 2008
TIAA-CREF January 2003 - October 2004
Nationsfunds April 2001 - December 2002
UVEST Investment Services Inc. June 2000 - April 2001
SCOTTRADE Inc May 1999 - June 2000
Skills
Securities, Investments, Financial Services, Mutual Funds, Sales, Risk Management, Series 7, Retirement Planning, Finance, Insurance
Education
College of Charleston
University of North Carolina at Charlotte
B.A., Philosophy
Joseph Cofrancesco's Wells Fargo Advisors Experience October 2009 - May 2012
Job Account Executive at Survey Sampling International
Industry Management Consulting
Experience
Survey Sampling International March 2015 - Present
Hanover Research April 2014 - March 2015
Hanover Research October 2013 - March 2014
Hanover Research March 2013 - September 2013
ATD May 2012 - February 2013
Wentworth Mansion March 2011 - May 2012
Wells Fargo Advisors October 2009 - May 2012
Skills
Excel, Corporate Finance, Personal Finance, Retirement Planning, Public Speaking, Economics, Investments, Sales, Market Research, CRM, Microsoft Excel, Series 7, Access, Management, Financial Analysis, Analysis, PowerPoint, Social Media, Social Networking, Leadership, Social Media Marketing
Education
College of Charleston
Bachelor of Science (B.S.), Business Administration; Finance
College of Charleston
Bachelor of Science (B.S.), Economics
Survey Sampling International March 2015 - Present
Hanover Research April 2014 - March 2015
Hanover Research October 2013 - March 2014
Hanover Research March 2013 - September 2013
ATD May 2012 - February 2013
Wentworth Mansion March 2011 - May 2012
Wells Fargo Advisors October 2009 - May 2012
Skills
Excel, Corporate Finance, Personal Finance, Retirement Planning, Public Speaking, Economics, Investments, Sales, Market Research, CRM, Microsoft Excel, Series 7, Access, Management, Financial Analysis, Analysis, PowerPoint, Social Media, Social Networking, Leadership, Social Media Marketing
Education
College of Charleston
Bachelor of Science (B.S.), Business Administration; Finance
College of Charleston
Bachelor of Science (B.S.), Economics
Alyssa Huneke's Wells Fargo Advisors Experience May 2010 - June 2012
Job Mortgage Loan Processor at HomeServices Lending
Industry Financial Services
Experience
HomeServices Lending July 2012 - Present
Wells Fargo Advisors May 2010 - June 2012
Skills
Credit, Loan Origination, Loans, Mortgage Lending, Residential Mortgages
Education
College of St. Benedict
English
HomeServices Lending July 2012 - Present
Wells Fargo Advisors May 2010 - June 2012
Skills
Credit, Loan Origination, Loans, Mortgage Lending, Residential Mortgages
Education
College of St. Benedict
English
Leonard Wheeler's Wells Fargo Advisors Experience February 2013 - March 2015
Job Financial Services Professional helping individuals and business owners to create, build, and preserve wealth
Industry Financial Services
Experience
NYLIFE Securities LLC April 2015 - Present
New York Life Insurance Company March 2015 - Present
Wells Fargo Advisors February 2013 - March 2015
Skills
Banking, Finance, Customer Service, Financial Services, Financial Analysis, Management, Persuasion Skills, Microsoft Office, Risk Management, Business Strategy, Teamwork, Relationship-Management..., Investments, Time Management, Marketing, Microsoft Excel, Public Speaking, Real Estate, Problem-Solving Skills, PowerPoint, Mortgage Lending, Leadership, Credit, Communication Skills, Tenacity and Ethics, Microsoft Word, English, Analysis, Insurance, Loans, 401k Rollovers, Retirement Planning, Estate Planning, Wealth Preservation...
Education
College of Marin 2011 — 2012
Real Estate
College of DuPage 2009 — 2011
General education, 3.5GPA
NYLIFE Securities LLC April 2015 - Present
New York Life Insurance Company March 2015 - Present
Wells Fargo Advisors February 2013 - March 2015
Skills
Banking, Finance, Customer Service, Financial Services, Financial Analysis, Management, Persuasion Skills, Microsoft Office, Risk Management, Business Strategy, Teamwork, Relationship-Management..., Investments, Time Management, Marketing, Microsoft Excel, Public Speaking, Real Estate, Problem-Solving Skills, PowerPoint, Mortgage Lending, Leadership, Credit, Communication Skills, Tenacity and Ethics, Microsoft Word, English, Analysis, Insurance, Loans, 401k Rollovers, Retirement Planning, Estate Planning, Wealth Preservation...
Education
College of Marin 2011 — 2012
Real Estate
College of DuPage 2009 — 2011
General education, 3.5GPA
John Jack Cameron's Wells Fargo Advisors Experience Associate Vice President - Investments/Financial AdvisorWells Fargo AdvisorsJanuary 1986 - Present
Job Associate Vice President Investments/Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors Associate Vice President - Investments/Financial AdvisorWells Fargo AdvisorsJanuary 1986 - Present
Education
Colorado State University
BS
University of Southern California
Master of Science (MS), Systems Management
Wells Fargo Advisors Associate Vice President - Investments/Financial AdvisorWells Fargo AdvisorsJanuary 1986 - Present
Education
Colorado State University
BS
University of Southern California
Master of Science (MS), Systems Management
Brad Kranz's Wells Fargo Advisors Experience January 2000 - September 2006
Job Business Systems Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2006 - Present
Wells Fargo Advisors January 2000 - September 2006
Wells Fargo Advisors January 1999 - December 2000
Education
Colorado State University 1994 — 1997
Wells Fargo October 2006 - Present
Wells Fargo Advisors January 2000 - September 2006
Wells Fargo Advisors January 1999 - December 2000
Education
Colorado State University 1994 — 1997
Elford Morgan's Wells Fargo Advisors Experience March 2001 - February 2012
Job Director of Wealth Management at Elliott & Painter Wealthcare Advisors
Industry Financial Services
Experience
Elliott & Painter Wealthcare Advisors February 2012 - Present
Wells Fargo Advisors March 2001 - February 2012
Pfizer October 1996 - March 2001
Wells Fargo October 1990 - October 1996
Skills
Retirement Planning, Wealth Management, Estate Planning, Retirement, Investments, 401k, Wealth, Alternative Investments, Investment Management, High Net Worth...
Education
College of Charleston 1986 — 1990
Bachelor of Arts (B.A.), Political Science and Government
Spartanburg High School 1983 — 1986
Elliott & Painter Wealthcare Advisors February 2012 - Present
Wells Fargo Advisors March 2001 - February 2012
Pfizer October 1996 - March 2001
Wells Fargo October 1990 - October 1996
Skills
Retirement Planning, Wealth Management, Estate Planning, Retirement, Investments, 401k, Wealth, Alternative Investments, Investment Management, High Net Worth...
Education
College of Charleston 1986 — 1990
Bachelor of Arts (B.A.), Political Science and Government
Spartanburg High School 1983 — 1986
Cameron Crosby's Wells Fargo Advisors Experience May 2009 - April 2011
Job Vice President at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners June 2015 - Present
Wells Fargo September 2013 - April 2015
Wells Fargo Bank April 2011 - September 2013
Wells Fargo Advisors May 2009 - April 2011
Wachovia Securities March 2006 - May 2009
Skills
Series 7, Fixed Income, Equities, Bloomberg, Bonds, Capital Markets, Derivatives, Swaps, FX Options, CDS, Structured Products, Credit, Securities, Trading, Options, FX Swaps, FX Trading
Education
College of Charleston 2000 — 2004
Bachelor of Science (BS), Business Administration and Management, General
Guggenheim Partners June 2015 - Present
Wells Fargo September 2013 - April 2015
Wells Fargo Bank April 2011 - September 2013
Wells Fargo Advisors May 2009 - April 2011
Wachovia Securities March 2006 - May 2009
Skills
Series 7, Fixed Income, Equities, Bloomberg, Bonds, Capital Markets, Derivatives, Swaps, FX Options, CDS, Structured Products, Credit, Securities, Trading, Options, FX Swaps, FX Trading
Education
College of Charleston 2000 — 2004
Bachelor of Science (BS), Business Administration and Management, General
Jhong Lee's Wells Fargo Advisors Experience January 2012 - Present
Job teller at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2012 - Present
Education
College of the Desert
Wells Fargo Advisors January 2012 - Present
Education
College of the Desert
Robert Keith Hobbs's Wells Fargo Advisors Experience December 2008 - Present
Job CRPC®, Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors December 2008 - Present
IJL/Wachovia Securities, Predecessor to Wells Fargo Advisors June 2000 - December 2008
J.C. Bradford & Co. August 1999 - June 2000
Skills
Investment Advisory, Retirement Planning, Investments, Securities, Investment Strategies, Wealth Management, Asset Allocation, Variable Annuities, Portfolio Management, Financial Advisory, Series 7, Series 63, Fixed Annuities, Mutual Funds, Retirement
Education
College for Financial Planning 2013 — 2013
Chartered Retirement Planning Counselor
Milligan College 2000 — 2001
Bachelor of Science (B.S.), Business Administration and Management, General
Wells Fargo Advisors December 2008 - Present
IJL/Wachovia Securities, Predecessor to Wells Fargo Advisors June 2000 - December 2008
J.C. Bradford & Co. August 1999 - June 2000
Skills
Investment Advisory, Retirement Planning, Investments, Securities, Investment Strategies, Wealth Management, Asset Allocation, Variable Annuities, Portfolio Management, Financial Advisory, Series 7, Series 63, Fixed Annuities, Mutual Funds, Retirement
Education
College for Financial Planning 2013 — 2013
Chartered Retirement Planning Counselor
Milligan College 2000 — 2001
Bachelor of Science (B.S.), Business Administration and Management, General
Jon Everngam's Wells Fargo Advisors Experience July 2004 - June 2010
Job Administrative Services Manager at Golden Gate Capital Associates
Industry Investment Management
Experience
Golden Gate Capital Associates June 2010 - Present
Wells Fargo Advisors July 2004 - June 2010
Wells Fargo September 2000 - July 2004
Skills
Financial Services, Investments, Financial Analysis, Valuation, Financial Modeling, Portfolio Management, Finance, Strategic Financial..., Microsoft Excel, Accounting
Education
University of Southern California 2002 — 2004
Bachelor's degree, Finance
College of San Mateo 2000 — 2002
Associate of Arts (A.A.)
Golden Gate Capital Associates June 2010 - Present
Wells Fargo Advisors July 2004 - June 2010
Wells Fargo September 2000 - July 2004
Skills
Financial Services, Investments, Financial Analysis, Valuation, Financial Modeling, Portfolio Management, Finance, Strategic Financial..., Microsoft Excel, Accounting
Education
University of Southern California 2002 — 2004
Bachelor's degree, Finance
College of San Mateo 2000 — 2002
Associate of Arts (A.A.)
Graham Dick's Wells Fargo Advisors Experience May 2015 - Present
Job Intern at Wells Fargo Advisors
Industry
Experience
Wells Fargo Advisors May 2015 - Present
Education
College of Charleston 2013 — 2017
Finance, General
Wells Fargo Advisors May 2015 - Present
Education
College of Charleston 2013 — 2017
Finance, General
Starwood Hotels & Resorts Worldwide, Inc.
Wells Fargo Advisors, LLC
Raytheon Missile Systems
Starwood Hotels & Resorts
Wachovia Securities, LLC
Carestream Health
Pershing
NEC Corporation of America