Wells Fargo Advisors Financial Network
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Wells Fargo Advisors Financial Network Employees
Wells Fargo Advisors, LLC January 2013 - Present
Wells Fargo Advisors Financial Network October 2009 - October 2012
Merrill Lynch December 2005 - January 2009
Merrill Lynch October 1998 - December 2005
Brooklyn College January 1992 - October 1998
Skills
Client Relationships..., Microsoft Office 2010, Microsoft Outlook, Microsoft Excel, Microsoft PowerPoint, Asset Allocation, Mutual Funds, Financial Services, Securities, Event Planning, Organization &..., Public Relations, Business Writing, Asset Management, FINRA
Education
Brooklyn College 1995 — 1998
Business Administration and Management, General
Wells Fargo Advisors Financial Network 2001 - Present
Edward Jones 1985 - 2001
Skills
Financial Advisory, Investment Planning, Retirement Planning, IRA and 401K Rollovers, Estate Investment..., Asset Allocation, Multi-Generational..., Securities, Risk Management, Investments, Investment Management, Retirement
Education
Union University 1982 — 1984
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Oral Roberts University 1979 — 1982
Undergraduate, General Studies
Wells Fargo Advisors Financial Network August 2012 - Present
Morgan Stanley Wealth Management September 2007 - August 2012
A. G. Edwards & Sons April 2002 - September 2007
Skills
Mutual Funds, 401k, Investments, Retirement Planning, Wealth Management, Securities, Series 7, Series 65, Series 24
Education
University of Utah 1999 — 2000
Master of Business Administration (MBA), Management Information Systems, General
Idaho State University 1994 — 1999
Bachelor of Science (BS), Accounting
Wells Fargo Advisors Financial Network June 2011 - Present
Wells Fargo Advisors January 2008 - June 2011
AG Edwards & Sons January 1986 - January 2008
Skills
401(k) Rollovers, Equities, Retirement Planning, Fixed Income, Fixed Income Strategies, Tax-Efficient Strategies, Investments, Financial Planning, Portfolio Management, Mutual Funds, Wealth Management, Financial Advisory, Estate Investment..., Wealth-Preservation..., Securities, Finance, Financial Risk, Series 7, Financial Analysis, Asset Allocation
Education
University of Tulsa
Master of Business Administration (MBA), Finance
Oklahoma State University
Bachelor of Science (B.S.), Finance
Wells Fargo Advisors, LLC November 2013 - Present
Wells Fargo Advisors, LLC July 2011 - October 2013
Wells Fargo Advisors, LLC March 2010 - July 2011
Wells Fargo Advisors Financial Network November 2007 - July 2010
Education
University of Richmond
Leadership Studies
THURSTON SPRINGER MILLER HERD & TITAK January 2015 - Present
Wells Fargo Advisors Financial Network September 2007 - Present
Wells Fargo Advisors September 2007 - December 2014
Planned Investment Company January 2003 - September 2007
Skills
Financial Guidance, Strategic Financial..., Long Term Care Insurance, Life Insurance, Licensed Life & Health..., Wealth Management, Series 7, Investment Advisory, Small Business, Mutual Funds, Retirement Planning, Insurance, Investments, Fixed Annuities
Education
Ball State University 1986 — 1988
Bachelor's degree, Elementary Education and Teaching
NorthStar Wealth Management, Inc. October 2009 - Present
Wells Fargo Advisors Financial Network August 2004 - Present
Wachovia Securities, LLC September 1997 - July 2002
Skills
Investments, Insurance, Finance, Financial Analysis, Risk Management, Retirement Planning, Life Insurance, Retirement, Long-term Care, Estate Investment..., Investment Planning
Education
Northland International University 1995 — 1997
Doctorate of Sacred Ministry, Religion
Bob Jones University 1982 — 1984
Master of Arts, Pastoral Studies
Bob Jones University 1978 — 1982
Bachelor of Arts, Bible
KeyBanc Capital Markets July 2014 - Present
Student Equity Management Group September 2011 - January 2014
KeyBanc Capital Markets June 2013 - August 2013
Wells Fargo Advisors Financial Network April 2012 - April 2013
Phi Gamma Nu Professional Business Fraternity January 2011 - September 2012
Simonyi Center June 2012 - July 2012
Skills
Equity Research, Financial Analysis, Accounting, Financial Accounting, Cost Basis Reporting, Fundamental Analysis, PowerPoint, Financial Modeling, Microsoft Excel, Equity Valuation, Bloomberg Terminal, Finance, Data Analysis, Strategy, Analysis, Management, Business Planning, Investments, Investment Banking, Microsoft Office
Education
Ohio University 2010 — 2014
Bachelor of Business Administration, Finance; Accounting
Walsh Jesuit High School 2006 — 2010
Wells Fargo Advisors Financial Network May 2015 - Present
Wells Fargo Advisors May 2007 - May 2015
AG Edwards March 2005 - May 2007
Empire BlueCross BlueShield January 2000 - January 2004
Education
The University of Tennessee at Chattanooga
Bachelors in Finance
Wells Fargo Advisors Financial Network May 2013 - Present
Morgan Stanley Smith Barney June 2009 - May 2013
Smith Barney September 2003 - June 2009
A.G. Edwards & Sons, Inc. March 1992 - October 2003
Skills
Portfolio Management, Retirement Income..., Investments, Financial Advisory, Retirement Planning, Mutual Funds, Series 7, Financial Services, Asset Allocation, Retirement, Equities, Investment Strategies, Insurance, IRAs, 401k Rollovers, Risk Management, Multigenerational..., Relationship Management, Tax-Efficient Strategies, Estate Investment..., Simple IRA, Roth IRA, Bonds, Retirement Savings, Variable Annuities, Retirement Plan..., Multi-generational...
Education
Ithaca College 1988 — 1991
B.S., Economics Management
Florida International University 1986 — 1988
Hospitality Management
Highland High School 1982 — 1986
Wells Fargo Advisors Financial Network 2008 - Present
UBS Financial Services, Inc. December 1992 - December 2007
Skills
Asset Allocation, Investments, Retirement Planning, Financial Advisory, Investment Strategies, Finance, Risk Management, Equities, Due Diligence, Retirement, Pensions, Series 63, Mutual Funds, Wealth, Securities
Education
Auburn University
B.S., Economics
JP Morgan Securities June 2014 - Present
JPMorgan Securities December 2012 - June 2014
Chase Investment Services Corporation December 2009 - December 2012
WELLS FARGO ADVISORS FINANCIAL NETWORK February 2008 - August 2009
Fifth Third Securities January 2004 - February 2008
J P Morgan Chase (formerly Bank One) August 2001 - December 2003
JP Morgan Chase (formerly Bank One) January 2000 - August 2001
JP Morgan Chase (formerly Bank One) January 1998 - January 2000
Merrill Lynch January 1993 - January 1995
Education
The Ohio State University 1989 — 1993
B.S. Business Administration, Marketing
Wells Fargo Advisors Financial Network May 2011 - Present
Wells Fargo Advisors June 2008 - May 2011
St. Louis Post-Dispatch September 2006 - June 2008
Press-Telegram February 2003 - August 2006
Westways magazine - Automobile Club of Southern California March 2005 - September 2005
VIA magazine September 2002 - December 2002
Gannett / Statesman Journal May 2002 - September 2002
Skills
Editing, Writing, Layout, Communications Strategy, Time Management, Conducting Interviews, HTML, Web Production, Strategic Communications, Journalism, Ap Style, Editorial, AP Style, Proofreading, Newspapers, Blogging, Newsletters, Web Site Production, Storytelling, Headline Writing, Marketing, Copywriting, Copy Editing, Freelance Writing, Publishing, Research, Media Relations, News Writing, Magazines, Web Content, Content Management, Facebook, Press Releases, Publications, Content Strategy, Content Development, Multimedia, Corporate Communications, Feature Articles, New Media, WordPress, Internal Communications
Education
Harvard University 2008 — 2008
Fellow, Maynard Media Academy
San Jose State University 1997 — 2002
Magazine Journalism
In Transition, Recently Relocated to Kansas City Area June 2015 - Present
Raymond James and Associates Inc June 2011 - May 2015
Wells Fargo Advisors Financial Network January 2009 - December 2010
Fifth Third Bancorp, Inc October 2002 - February 2009
Prudential Financial August 1999 - October 2002
Skills
Leadership, Wealth, Small Business, High Net Worth..., Training, Team Building, Social Media Marketing, Relationship Management, Financial Services, Asset Management, Estate Planning, Finance, Financial Advisory, Financial Planning, Management, Investments, Retirement, Portfolio Management, Mutual Funds, Fixed Annuities, Wealth Management, Series 7, Retirement Planning
Education
The American College 2002 — 2004
Certified Financial Planner® Curriculum
Wright State University 1996 — 1999
Bachelor of Science (B.S.), Finance, Spanish, International Business
Vandalia Butler
AXA Advisors, LLC May 2011 - Present
Wells Fargo Advisors Financial Network June 2010 - May 2011
Edward Jones October 2009 - May 2010
Skills
Small Business..., Financial Needs Analysis, Generational Wealth..., Business Succession..., Strategic Asset..., Trusts and Estates, Charitable Giving..., Key Person Insurance, Long Term Care Insurance, Retirement Income..., Debt Reduction, Account Consolidation, Income Benefits in..., Life Insurance, Disability Insurance, Succession Planning, Retirement, Financial Services, Strategy, Business Strategy, Finance, Insurance
Education
North Carolina State University 2004 — 2006
Bachelor of Science (B.S.), American History (United States)
Providence Day School 1989 — 2002
High School Diploma
Virginia Tech
Dixon Hughes Goodman LLP 2015 - Present
Bank of America 2013 - 2015
Wells Fargo Advisors Financial Network 2004 - 2012
Edward Jones 2003 - 2004
Wachovia Securities Inc 1999 - 2002
Transamerica Life Companies 1999 - 1999
Franklin Templeton 1996 - 1999
Skills
Mutual Funds, Fixed Income, Wealth Management, Portfolio Management, Investments, Securities, Financial Analysis, Bonds, Asset Management, Financial Risk, Data Analysis, Microsoft Excel, Asset Allocation, Finance, Microsoft Office, Alternative Investments, Equities, Financial Advisory, Series 7, Investment Strategies, Access, Investment Management, Personal Financial..., Wealth Management..., Trading, Financial Services, Capital Markets, Separately Managed..., Retirement Planning, Client Facing Skills, Fund Accounting, Morningstar, Zephyr Style Advisor, Vlookup, Options, Bloomberg Terminal, Data Mining, Microsoft Word, SmartStation, Windows, Derivatives, Fixed Annuities, Adobe, BondDesk, Financeware, Futures, MBA, SQL, Chartered Financial..., Hedge Funds
Education
Florida Atlantic University
Master of Business Administration, Finance
Florida Atlantic University
Bachelor of Science, Finance with Accounting emphasis
Wells Fargo Advisors Financial Network March 2008 - Present
Wachovia Securities LLC September 1998 - March 2008
Skills
Retirement Planning, Estate Planning, Investments, Wealth Management..., Financial Planners, Loans, Financial Goals, Personal Finance, Savings, Retirement, 401k, Insurance, Finance, Strategic Planning, Team Building, Public Speaking, Portfolio Management, Wealth Management, Securities, Management, Financial Planning, Leadership
Education
University of California, San Diego 1981 — 1985
Bachelor of Arts (BA), Biochemistry/ Cell Biology
Wells Fargo Advisors Financial Network March 2006 - Present
Charles Schwab Institutional 1999 - 2006
Skills
Business Development, Financial Recruiting, Investments, Portfolio Management, Finance, Financial Services, Wealth Management, Relationship Management, Retirement Planning
Education
University of Richmond - Robins School of Business 1981 — 1985
Bachelor of Science (BS), Finance, Marketing
Jesuit High School, Tampa, FL 1977 — 1981
Wells Fargo Advisors Financial Network August 2008 - Present
JPMorgan October 1985 - August 2008
Skills
Retirement Planning, Retirement, Asset Allocation, Estate Planning, Investments, Financial Advisory, Financial Services, Insurance, Finance, Wealth, Investment Strategies, Securities, Mutual Funds
Education
College for Financial Planning
Master of Science
Franklin University
B.S.B.A., Accounting, Marketing
Wells Fargo Advisors Financial Network November 2014 - Present
Independent Advisor Consulting, LLC October 2013 - November 2014
Cetera Advisor Networks LLC April 2013 - October 2013
LPL Financial June 2007 - April 2013
Schwab Institutional 2003 - 2007
Charles Schwab April 1996 - April 2003
Skills
Business Development, Investments, Financial Services, Management, Sales, Marketing, Sales Management, Recruiting, Business Strategy, Sales Presentations, Series 7, Retirement, Retirement Planning, Series 63, Selling, Mutual Funds, Financial Advisory, Wealth Management, Financial Planning
Education
Towson University 1985 — 1990
BS, Business
Archbishop Curley High School 1981 — 1985
Finance, General
Wells Fargo Advisors Financial Network July 2013 - Present
Wells Fargo Advisors,LLC May 2000 - July 2013
Skills
Retirement, Investments, 401k, Pensions, Finance, Employee Benefits, Financial Advisory, High Net Worth..., Management, Defined Benefit, Defined Contribution, Mutual Funds, Profit Sharing, Asset Allocation, Investment Strategies, Financial Services, Insurance, Securities, Account Management, Asset Management, Risk Management, Customer Service, Financial Analysis, Alternative Investments, Fixed Annuities, Equities
Education
Eastern Illinois University 1986 — 1989
Crystal Lake South High School 1980 — 1984
Wells Fargo Advisors Financial Network February 2010 - Present
Wells Fargo Advisors July 2005 - November 2009
Wachovia Securities January 2001 - June 2005
Skills
Series 7, Series 63, series 66, Series 3, Series 9, Series 10, Life Insurance, Health Insurance, Wealth Management
Education
Bradley University 1991 — 1995
Advertising, Communications
Wells Fargo Advisors Financial Network May 2012 - Present
Merrill Lynch February 2006 - May 2012
Morgan Stanley Smith Barney Wealth Management January 1994 - February 2006
Skills
Certified Investment..., Chartered Retirement..., Equities, Wealth Management, Portfolio Management, Asset Management, Wealth Management..., Financial Services, Management
Education
College of St. Rose 1983 — 1987
Bachelor's Degree, Finance/Music
University of Pennsylvania - The Wharton School 2004 — 2005
Certification: Certified Investment Management Analyst, Finance, General
College for Financial Planning 2005 — 2006
Certification: Chartered Retirement Planning Counselor, Retirement Planning
Wells Fargo Advisors Financial Network November 2014 - Present
Morgan Stanley July 1993 - 2014
Skills
Estate Planning..., Trusts, Financial Advisory, Retirement Planning, Wealth, Finance, Mutual Funds, Investments, Asset Allocation
Education
Cannon Financial Institute 2001 — 2005
Certified Trust and Financial Advisor CTFA, Trust School 1 - 2 - 3
St. John Fisher College 1990 — 1993
Bachelors of Science, Finance
Job Seeker February 2015 - Present
Wells Fargo Advisors Financial Network 2009 - 2015
STAR Investment Services 2007 - 2009
Charles Schwab 2006 - 2006
Skills
Customer Service, Outlook, Microsoft Excel, Microsoft Word, Series 7, Sales, Finance, Financial Analysis, Investments, Series 66, Securities, Financial Services, Financial Markets, Financial Management..., Client Services, Client Relations, Economics, Business, Financial Economics, Business Economics
Education
University of Indianapolis 2004 — 2005
Bachelor’s Degree, Economics and Finance, 3.8 GPA
Indiana University-Purdue University at Indianapolis 2003 — 2004
Western Michigan University 2001 — 2003
Wells Fargo Advisors Financial Network September 2010 - Present
Morgan Stanley Wealth Management October 2005 - August 2010
Merrill Lynch December 1999 - October 2005
Skills
Investments, Portfolio Management, Wealth Management, Banking, Mutual Funds, Financial Analysis, Strategic Financial..., Risk Management, Securities, Retirement Planning, Credit, Equities, Asset Management, Financial Services, Loans, Mortgage Lending, Fixed Income, Insurance, Series 65, Series 63, series 24, Series 6, Series 7
Education
University of South Florida 1995 — 1997
Bachelor of Science (BS), Finance and Economics
Wells Fargo Advisors Financial Network July 2012 - Present
CCO November 2006 - July 2012
Bank of America April 2000 - November 2006
Skills
FINRA 6, 7, 65, 26 and..., FINRA, Financial Advisory, Investments, Banking, Securities, Financial Services, Mortgage Lending, Mutual Funds, Leadership, Wealth Management, Series 7, Finance, Retirement Planning, Asset Allocation, Series 63, Customer Service, Portfolio Management
Education
Manchester Community College
Associates, Liberal Arts and Sciences/Liberal Studies
Bank of America Merrill Lynch November 2014 - Present
STANY November 2013 - Present
Morgan Stanley October 2012 - Present
Wells Fargo Advisors Financial Network January 2012 - April 2012
UBS June 2011 - September 2011
Skills
Microsoft Office, Valuation, Wealth Management, Bonds, Securities, Derivative Operations, Hedge Funds, Finance, Financial Services, Bloomberg, Derivatives, Fixed Income, Investments, Mutual Funds, Options, Portfolio Management
Education
Rutgers Business School 2010 — 2012
Bachelor of Science, Finance
Masters Consulting Group, Inc. January 1989 - Present
Wells Fargo Advisors Financial Network 2008 - 2011
Wachovia Securities 2007 - 2008
Wachovia Securities 2004 - 2007
Prudential 2000 - 2004
PaineWebber 1994 - 2000
Kidder Peabody 1989 - 1994
Kidder Peabody 1985 - 1989
Skills
Retirement Planning, Financial Services, Corporate Retirement, Financial Consulting, Fiduciary Management, Fiduciary Services, Investment Advisory, Investment Strategies
Education
Bellarmine University
Masters of Business Administration, Economics
University of Pennsylvania - The Wharton School
Investment Management Consultants Association (IMCA) Certification
International School - Geneva, Switzerland
Student Teacher History
Wells Fargo Advisors Financial Network July 2014 - Present
IMG College 2010 - 2015
Edward Jones November 2004 - July 2014
Skills
401 (k) Rollovers, Asset Allocation, Retirement Savings, Insurance, Retirement, Investments, Fixed-Income Strategies, Securities, Tax-Efficent Strategies, Stock Analysis, Mutual Funds, Indexed Annuities, Variable Annuities, Fixed Annuities, Risk Management, Wealth Preservation..., Mutligenerational..., Financial Advisory, Business-Owner Planning
Education
Central Michigan University
B.A.A., Broadcasting
Central Michigan University
Ameriprise Financial Services, Inc. July 2014 - Present
Wells Fargo Advisors Financial Network May 2009 - June 2014
Smith Barney January 1990 - May 2009
Education
University of Minnesota-Twin Cities 1983 — 1987
Bachelor's Degree, Business
Abott Pennings High School 1979 — 1982
High School
Wells Fargo Advisors Financial Network January 2013 - Present
Merrill Lynch 1996 - January 2013
Paine Webber 1996 - 1996
Barrier Free Living 1993 - 1995
Skills
Estate Planning, Retirement Planning, Non-profits, Special Needs Planning, Investments, Wealth Management, Financial Services
Education
New York University 1988 — 1992
Master of Social Work (MSW), Clinical/Medical Social Work
New School University 1986 — 1988
Master of Arts (M.A.), Psychology
State University of New York at Albany 1982 — 1986
Bachelor of Arts (B.A.), Psychology/Biology
Wells Fargo Advisors Financial Network August 2008 - Present
KnowledgeLake September 2007 - August 2008
Thomson Reuters 2004 - 2007
Allegiant Investment Counselors 2001 - 2004
Kenny Securities 1999 - 2001
RehabCare 1997 - 1999
Kasten Group 1995 - 1997
Skills
Equities, Portfolio Management, Investment Banking, Valuation, Mergers, Series 7, Series 63, Series 65
Education
Saint Louis University 1998 — 2001
MBA, Finance
University of Missouri-Columbia, College of Business 1990 — 1994
BSBA, Finance
WhatFriendsDo August 2015 - Present
WhatFriendsDo June 2015 - August 2015
Wells Fargo Advisors Financial Network May 2014 - August 2014
Butler University August 2013 - December 2013
Sweet Action Candy Grams August 2013 - December 2013
Skills
Microsoft Office, Social Media, Time Management, Teamwork, Research, Public Speaking, Higher Education, Leadership, Social Networking, Customer Service, Critical Thinking, Communication, Languages, Public Relations
Education
Butler University - College of Business Administration 2012 — 2016
Bachelor of Applied Science (BASc), Marketing
SRH Hochschule Heidelberg 2014 — 2014
BS, International business and Marketing
Wells Fargo Advisors, LLC April 2015 - Present
Wells Fargo Advisors, LLC May 2007 - April 2015
Wells Fargo Advisors Financial Network May 2004 - May 2007
Merrill Lynch August 1990 - May 2004
Skills
Investments, Financial Services, Retirement Planning, Risk Management, Financial Advisory, Alternative Investments, Sales Coaching, New Business Development, Relationship Management, Training & Development, Compliance, Human Resources, Operations
Education
Northeastern University 1980 — 1985
Wells Fargo Advisors Financial Network January 2000 - Present
Wachovia Securities 2000 - Present
LPL Financial ( Linsco/Private Ledger ) 2008 - 2009
LPL Financial Services 2008 - 2009
Education
Cornell University 1990 — 1993
MCube Financial LLC October 2013 - Present
Trillium Investment Advisors, Inc. May 2009 - December 2013
Wells Fargo Advisors Financial Network December 2009 - September 2013
KeyBank Real Estate Capital February 2006 - May 2009
Compass Bank June 2005 - February 2006
AmSouth Bank May 2003 - June 2005
Bank of America August 1997 - May 2003
Skills
Real Estate Economics, Real Estate, Mortgage Lending, Loan Origination, Loans, Credit Analysis, Credit, Financial Modeling, Financial Analysis, Due Diligence, Underwriting, Sales, Sales Presentations, Asset Management, Portfolio Management, Valuation, Capital Markets, Investments, Commercial Lending, Commercial Banking, Banking, Commercial Mortgages, Structured Finance, Mergers & Acquisitions
Education
University of South Carolina - Darla Moore School of Business 1994 — 1996
MBA, Finance
University of South Carolina-Columbia 1991 — 1994
B.A., International Studies, Finance
University of Toronto - Victoria University 1990 — 1991
Salinas Valley Memorial Healthcare System April 2013 - Present
Salinas Valley Memorial Healthcare System June 2011 - April 2013
Wells Fargo Advisors Financial Network July 2009 - March 2010
Banc of America Investments July 2007 - July 2009
Mercedes-Benz of Monterey 2005 - 2007
Skills
Management, Business Development, Strategic Planning, Project Management, Microsoft Office, Microsoft Word, Coaching, Networking
Education
University of California, Los Angeles 2002 — 2004
B.S., Geography/Environmental Studies
University of California, Riverside 2000 — 2002
Environmental Science
Wells Fargo Advisors Financial Network March 2013 - Present
Edward Jones February 2000 - March 2013
Skills
Financial Advisory, IRAs, Variable Annuities, Retirement Planning, Estate Planning, Customer Service, Insurance, Retirement, 401k Rollovers, Fixed Annuities, Long-term Care, Leadership, Investment Advisory, Mutual Funds, Small Business, Public Speaking, Portfolio Management, Asset Allocation, Budgets, Series 63, Series 7, Business Planning, Loans
Education
Madison Area Technical College 1981 — 1982
Associate of Science (A.S.), Registered Nursing/Registered Nurse
Wells Fargo Advisors Financial Network August 2008 - Present
J.P. Morgan April 2002 - August 2008
Skills
Financial Advisory, Asset Allocation, Investments, Mutual Funds, Investment Strategies, Strategic Planning
Education
The Ohio State University Fisher College of Business 1996 — 2000
BSBA, Finance
Wells Fargo Advisors Financial Network May 2014 - April 2015
Bath & Body Works 1995 - 1999
Meldisco June 1994 - January 1995
Infosource Corp. April 1992 - June 1994
Kimberly-Clark January 1990 - November 1990
Skills
Customer Service, Sales, Leadership, Event Planning, Time Management, Inventory Management, Marketing, Microsoft Word, Merchandising, Project Planning
Education
The Ohio State University 1979 — 1984
Bachelor's degree, International Business
Whitmer High School 1974 — 1978
Wells Fargo Advisors Financial Network April 1992 - Present
Skills
Wealth Management, Retirement Planning, Mutual Funds, Series 7, Investments, Strategic Financial..., Portfolio Management, Investment Advisory, Series 63, Retirement, Securities, Asset Allocation, Financial Advisory, Equities
Education
The University of Georgia 1986 — 1991
BA
Wells Fargo Advisors Financial Network January 2007 - Present
Skills
Investments, Financial Analysis, Strategic Planning, Leadership, Portfolio Management, Negotiation, Customer Service, Team Leadership, Finance
Education
Franklin College
Bachelor’s Degree
Wells Fargo Advisors Financial Network November 2009 - Present
Hilliard Lyons 2006 - 2009
Shaw Industries 2000 - 2000
Skills
Investments, Finance, Sales, Retirement Planning, Wealth Management, Series 7, Strategic Financial..., Retirement, Mutual Funds, Investment Advisory, Portfolio Management, Financial Advisory, Series 63, Asset Allocation, Financial Services, Investment Strategies, Financial Analysis, Securities, Financial Modeling, Asset Management
Education
Indiana University Bloomington 1995 — 1999
BS, Management
Wells Fargo Advisors January 2013 - Present
Wells Fargo Advisors Financial Network March 2008 - December 2012
A.G. Edwards & Sons, Inc. December 2000 - March 2008
Sherwood Medical Solutions 1978 - 1986
Skills
Banking, Brokerage, Independence, Office Administration, Coordinating Events, Travel Arrangements, Organizational..., Volunteer Management, Public Relations, Financial Services
Education
Maryville University of Saint Louis
Business/Corporate Communications
Southeast Missouri State University
Business, Management, Marketing, and Related Support Services
St. Louis Community College
Management & Supervisory Development, Business Administration and Management, General
Wells Fargo Advisors Financial Network January 2005 - Present
eFunds January 1990 - January 2005
Education
Carroll University 1977 — 1980
B.S., Economics and Business Administration
Kaukauna High School 1972 — 1976
Wells Fargo Advisors Financial Network September 2011 - Present
Parkvale Bank June 1998 - September 2011
Skills
Banking, Retirement Planning, Finance, Financial Analysis, Credit, Series 7, Investments, Wealth Management
Education
University of Pittsburgh 1988 — 1991
BA, Political Science
West Allegheny High School 1983 — 1987