Wells Fargo Advisors Financial Network

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Wells Fargo Advisors Financial Network Employees

Employee
Years
Job
Industry
Nydia Lupo Nydia Lupo Garden City, New York Details
Nydia Lupo's Wells Fargo Advisors Financial Network Experience October 2009 - October 2012
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Daniel Danny Rivers Daniel Danny Rivers Camden, Arkansas Details
Daniel Danny Rivers's Wells Fargo Advisors Financial Network Experience 2001 - Present
Job Senior Financial Advisor at Rivers Investment Management
Industry Financial Services
Experience
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

Tyler Lamprecht Tyler Lamprecht Salt Lake City, Utah Details
Tyler Lamprecht's Wells Fargo Advisors Financial Network Experience August 2012 - Present
Job Senior Financial Advisor at Shoreline Wealth ManagementWells Fargo Advisors Financial Network
Industry Financial Services
Experience
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

Jim Eagleton Jim Eagleton Tulsa, Oklahoma Details
Jim Eagleton's Wells Fargo Advisors Financial Network Experience June 2011 - Present
Job Senior Financial Advisor at Wells Fargo Advisors Financial Network,LLC
Industry Financial Services
Experience
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

Kathleen Moses Kathleen Moses Richmond, Virginia Details
Kathleen Moses's Wells Fargo Advisors Financial Network Experience November 2007 - July 2010
Job Market Control Specialist First Vice President Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Debra S. Spencer Debra S. Spencer Indianapolis, Indiana Details
Debra S. Spencer's Wells Fargo Advisors Financial Network Experience September 2007 - Present
Job Financial Advisor at THURSTON SPRINGER MILLER HERD & TITAK
Industry Financial Services
Experience
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

Jim Broom Jim Broom Greater Minneapolis-St. Paul Area Details
Jim Broom's Wells Fargo Advisors Financial Network Experience August 2004 - Present
Job Senior Financial Advisor, Certified Divorce Financial Analyst at NorthStar Wealth Management, Inc.
Industry Financial Services
Experience
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

Mack Doyle Mack Doyle Cleveland, Ohio Details
Mack Doyle's Wells Fargo Advisors Financial Network Experience April 2012 - April 2013
Job Investment Banking Analyst at KeyBanc Capital Markets
Industry Financial Services
Experience
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

Cohen, David Cohen, David Atlanta, Georgia Details
Cohen, David's Wells Fargo Advisors Financial Network Experience May 2015 - Present
Job Senior Financial Advisor. BPC Wealth Managment at Wells Fargo Advisors Financial Network
Industry Financial Services
Experience
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

Jeff Altomari Jeff Altomari Greater New York City Area Details
Jeff Altomari's Wells Fargo Advisors Financial Network Experience May 2013 - Present
Job Senior Financial Advisor/PartnerThe Hudson Valley Financial GroupWells Fargo Advisors Financial Network
Industry Financial Services
Experience
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

Robert Agnew Robert Agnew Birmingham, Alabama Area Details
Robert Agnew's Wells Fargo Advisors Financial Network Experience 2008 - Present
Job Senior Financial Advisor at Wells Fargo Advisors Financial Network, LLC
Industry Financial Services
Experience
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

Julie Wander Julie Wander Columbus, Ohio Area Details
Julie Wander's Wells Fargo Advisors Financial Network Experience February 2008 - August 2009
Job AVP Supervision Analyst at JP Morgan Securities
Industry Financial Services
Experience
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

Minal Gandhi-Shepard Minal Gandhi-Shepard Greater St. Louis Area Details
Minal Gandhi-Shepard's Wells Fargo Advisors Financial Network Experience May 2011 - Present
Job Communications Manager at Wells Fargo Advisors Financial Network
Industry Writing and Editing
Experience
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

Holly Mihal CFP® CPWA® Holly Mihal CFP® CPWA® Overland Park, Kansas Details
Holly Mihal CFP® CPWA®'s Wells Fargo Advisors Financial Network Experience January 2009 - December 2010
Job Certified Financial Planner® Certified Private Wealth Advisor® In Transition, Recently Relocated to Kansas City Area
Industry Financial Services
Experience
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

Stephen D. Jones Stephen D. Jones Charlotte, North Carolina Details
Stephen D. Jones's Wells Fargo Advisors Financial Network Experience June 2010 - May 2011
Job Experienced Financial Professional
Industry Financial Services
Experience
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

John Paugh, CFA John Paugh, CFA Charlotte, North Carolina Details
John Paugh, CFA's Wells Fargo Advisors Financial Network Experience 2004 - 2012
Job Lead Consultant at Dixon Hughes Goodman LLP
Industry Financial Services
Experience
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

Sandon (Sandy) Purcell Sandon (Sandy) Purcell Englewood, Colorado Details
Sandon (Sandy) Purcell's Wells Fargo Advisors Financial Network Experience March 2008 - Present
Job Branch Manager at Wells Fargo Advisors Financial Network
Industry Financial Services
Experience
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

Charles Cornett Charles Cornett Richmond, Virginia Details
Charles Cornett's Wells Fargo Advisors Financial Network Experience March 2006 - Present
Job SVP, Regional Director at Wells Fargo Advisors Financial Network
Industry Financial Services
Experience
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

Donald Rivers Donald Rivers Columbus, Ohio Area Details
Donald Rivers's Wells Fargo Advisors Financial Network Experience August 2008 - Present
Job Senior Financial Advisor at Wells Fargo Advisors Financial Network
Industry Financial Services
Experience
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

Al McIntee Al McIntee Mount Vernon, Illinois Details
Al McIntee's Wells Fargo Advisors Financial Network Experience November 2014 - Present
Job Financial Advisor at Wells Fargo Advisors Financial Network
Industry Financial Services
Experience
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

Nick Backe Nick Backe Greater Chicago Area Details
Nick Backe's Wells Fargo Advisors Financial Network Experience July 2013 - Present
Job Senior Advisor at Backe Page Group
Industry Financial Services
Experience
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

Jason McLaughlin Jason McLaughlin Greater Chicago Area Details
Jason McLaughlin's Wells Fargo Advisors Financial Network Experience February 2010 - Present
Job Senior Vice President Regional Director at Wells Fargo Advisors Financial Network (FiNet)
Industry Financial Services
Experience
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

Chuck Reinemann Chuck Reinemann Clifton Park, New York Details
Chuck Reinemann's Wells Fargo Advisors Financial Network Experience May 2012 - Present
Job Wells Fargo Advisors Financial Network Reinemann Financial Financial Advisor
Industry Financial Services
Experience
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

Darren Moran, CTFA Darren Moran, CTFA Naples, Florida Area Details
Darren Moran, CTFA's Wells Fargo Advisors Financial Network Experience November 2014 - Present
Job Senior Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
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

Desiree Wrigley Jarvis Desiree Wrigley Jarvis Indianapolis, Indiana Area Details
Desiree Wrigley Jarvis's Wells Fargo Advisors Financial Network Experience 2009 - 2015
Job Job Seeker, Financial Services, Client Service/Administrative Assistant
Industry Financial Services
Experience
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

David Kopp David Kopp Fort Lauderdale, Florida Details
David Kopp's Wells Fargo Advisors Financial Network Experience September 2010 - Present
Job Managing Principal and Financial Advisor at David L. Kopp Wealth Management LLC
Industry Financial Services
Experience
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

Jamie Nowakowski Jamie Nowakowski Marlborough, Connecticut Details
Jamie Nowakowski's Wells Fargo Advisors Financial Network Experience July 2012 - Present
Job Advanced Wealth Strategies, LLC.
Industry Financial Services
Experience
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

Jonathan Ryder Jonathan Ryder Greater New York City Area Details
Jonathan Ryder's Wells Fargo Advisors Financial Network Experience January 2012 - April 2012
Job Bank of America Merrill Lynch: Assistant Vice President, STANY
Industry Financial Services
Experience
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

F. Patrick Cunnane, MBA, CIMA, AIFA F. Patrick Cunnane, MBA, CIMA, AIFA Chardon, Ohio Details
F. Patrick Cunnane, MBA, CIMA, AIFA's Wells Fargo Advisors Financial Network Experience 2008 - 2011
Job Managing Principal at Masters Consulting Group
Industry Financial Services
Experience
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

Don Chiodo Don Chiodo Clare, Michigan Details
Don Chiodo's Wells Fargo Advisors Financial Network Experience July 2014 - Present
Job Senior Financial Advisor with Wells Fargo Advisors Financial Network, LLC
Industry Financial Services
Experience
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

Peter Reinhart Peter Reinhart De Pere, Wisconsin Details
Peter Reinhart's Wells Fargo Advisors Financial Network Experience May 2009 - June 2014
Job Financial Advisor at Ameriprise Financial Services, Inc., Strategic Financial Group
Industry Financial Services
Experience
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

Vincent J. Grenier, CFP® Vincent J. Grenier, CFP® Florham Park, New Jersey Details
Vincent J. Grenier, CFP®'s Wells Fargo Advisors Financial Network Experience January 2013 - Present
Job Wells Fargo Advisors Financial Network
Industry Financial Services
Experience
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

Mark Michelsen Mark Michelsen Saint Louis, Missouri Details
Mark Michelsen's Wells Fargo Advisors Financial Network Experience August 2008 - Present
Job Wells Fargo Advisors Financial Network Vice President Associate Regional Director
Industry Investment Management
Experience
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

Kelsey Moriarty Kelsey Moriarty Indianapolis, Indiana Details
Kelsey Moriarty's Wells Fargo Advisors Financial Network Experience May 2014 - August 2014
Job Emarketing specialist at WhatFriendsDo, Marketing student at Butler University
Industry Marketing and Advertising
Experience
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

John Puzio John Puzio Chicago, Illinois Details
John Puzio's Wells Fargo Advisors Financial Network Experience May 2004 - May 2007
Job Senior Vice President Complex Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Paul Sankovich Paul Sankovich Greater St. Louis Area Details
Paul Sankovich's Wells Fargo Advisors Financial Network Experience January 2000 - Present
Job Chief Compliance Officer at Wells Fargo Advisors Financial Network
Industry Financial Services
Experience
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

Gregg Higson Gregg Higson Charlotte, North Carolina Area Details
Gregg Higson's Wells Fargo Advisors Financial Network Experience December 2009 - September 2013
Job Managing Director at MCube Financial LLC
Industry Capital Markets
Experience
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

Marisa Ceralde Marisa Ceralde Salinas, California Area Details
Marisa Ceralde's Wells Fargo Advisors Financial Network Experience July 2009 - March 2010
Job Manager of Ambulatory Informatics
Industry Hospital & Health Care
Experience
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

Jodi Engelstad Jodi Engelstad Indianapolis, Indiana Area Details
Jodi Engelstad's Wells Fargo Advisors Financial Network Experience March 2013 - Present
Job Financial advisor, Wells Fargo Advisors Financial Network
Industry Financial Services
Experience
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

Lisa Lidke Lisa Lidke Columbus, Ohio Area Details
Lisa Lidke's Wells Fargo Advisors Financial Network Experience August 2008 - Present
Job Senior Financial Advisor at Wells Fargo Advisors Financial Network
Industry Financial Services
Experience
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

Cici Fellows Cici Fellows Columbus, Ohio Area Details
Cici Fellows's Wells Fargo Advisors Financial Network Experience May 2014 - April 2015
Job Prior retail specialist and financial associate
Industry Financial Services
Experience
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

Lam Hardman IV Lam Hardman IV Athens, Georgia Details
Lam Hardman IV's Wells Fargo Advisors Financial Network Experience April 1992 - Present
Job Branch Manager; Senior Financial Advisor at Harmony Grove Wealth Management: a Wells Fargo Advisors Financial Network
Industry Financial Services
Experience
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

Brian Bischoff Brian Bischoff Indianapolis, Indiana Area Details
Brian Bischoff's Wells Fargo Advisors Financial Network Experience January 2007 - Present
Job Financial Advisor at Wells Fargo Advisors Financial Network
Industry Financial Services
Experience
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

Chris Tapak Chris Tapak Indianapolis, Indiana Area Details
Chris Tapak's Wells Fargo Advisors Financial Network Experience November 2009 - Present
Job Senior Financial Consultant at Wells Fargo Advisors Financial Network
Industry Financial Services
Experience
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

Terri Chier Terri Chier Greater St. Louis Area Details
Terri Chier's Wells Fargo Advisors Financial Network Experience March 2008 - December 2012
Job Sr. Administrative Assistant with FiNet at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Peter Kobin Peter Kobin Greater Milwaukee Area Details
Peter Kobin's Wells Fargo Advisors Financial Network Experience January 2005 - Present
Job Senior Financial Advisor at Wells Fargo Advisors Financial Network
Industry Financial Services
Experience
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

Eric Geary Eric Geary Greater Pittsburgh Area Details
Eric Geary's Wells Fargo Advisors Financial Network Experience September 2011 - Present
Job Financial Advisor at Wells Fargo Advisors Financial Network
Industry Financial Services
Experience
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