Wells Fargo Advisors (formerly Wachovia Securities)

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Wells Fargo Advisors (formerly Wachovia Securities) Employees

Employee
Years
Job
Industry
Caroline Kivuti, MBA Caroline Kivuti, MBA Charlotte, North Carolina Area Details
Caroline Kivuti, MBA's Wells Fargo Advisors (formerly Wachovia Securities) Experience February 2007 - April 2009
Job Experienced Business Analyst and Financial Analyst
Industry Financial Services
Experience
Bank of America  December 2014 - Present
TIAA-CREF  January 2014 - October 2014
Capital One  June 2013 - December 2013
Wells Fargo Advisors  April 2009 - May 2013
Wells Fargo Advisors (Formerly Wachovia Securities)   February 2007 - April 2009
Wells Fargo Advisors ( Formerly Wachovia Securities, LLC)   April 2006 - May 2008
Wells Fargo Advisors  February 2005 - April 2006

Skills
Financial Analysis, Strategic Financial..., Credit Analysis, Risk Management, Credit Risk, Financial Reporting, Financial Services, Cash Management, Securities, Banking, Credit, Loans, Portfolio Management, Financial Modeling, Corporate Finance, Finance, Investments, Analysis, Business Analysis, Process Improvement, Equities, Data Analysis, Back Office, Microsoft Excel

Education
Strayer University-Virginia   2009 — 2013
MBA, Concentration: International Business

Strayer University-Virginia   2007 — 2009
B.A Finance, Finance

Daniel Cherkis Daniel Cherkis Richmond, Virginia Area Details
Daniel Cherkis's Wells Fargo Advisors (formerly Wachovia Securities) Experience 2010 - 2011
Job Consultant at Impact Makers
Industry Government Relations
Experience
Impact Makers  2013 - Present
Virginia Department of Accounts  2013 - Present
Kaine for Virginia  2012 - 2012
Apex Systems at Federal Reserve IT (FRIT)   2011 - 2012
Wells Fargo Advisors (formerly Wachovia Securities)   2010 - 2011
Wells Fargo Advisors (formerly Wachovia Securities)   2009 - 2010
First Clearing Correspondent Services   2004 - 2009
various  1998 - 2003
various  1988 - 1998

Skills
Relationship Management, Project Management, Business Analysis, IT Project & Program..., Foreign Languages, Technical Recruiting, Resource Management, Marketing Strategy, Managed Services, Technical Writing, Environmental Consulting, Program Management

Education
Virginia Commonwealth University - School of Business   2009 — 2011
Masters

James Madison University   1983 — 1987
BS

Will Linehan Will Linehan Portland, Oregon Area Details
Will Linehan's Wells Fargo Advisors (formerly Wachovia Securities) Experience April 2008 - June 2009
Job Trip Leader
Industry Leisure, Travel & Tourism
Experience
Backroads  May 2012 - Present
North Brand Agency   February 2012 - May 2012
Xponential Growth Solutions  June 2009 - June 2010
Wells Fargo Advisors (Formerly Wachovia Securities)   April 2008 - June 2009
Papa Johns  May 2006 - December 2006
Skate America   October 2004 - May 2005

Skills
Passion, Purpose, Persistance, PowerPoint, Outlook, Investments, Corporate Finance, Photoshop, Retirement Planning, Capital Budgeting, SmartStation, ACT!, International Finance, Microsoft Excel, Microsoft Office, Strategic Planning, Microsoft Word, Strategic Financial...

Education
San Diego State University-California State University   2004 — 2009
BS, Finance

Harv Cohen, MBA, CIMA, RCC Harv Cohen, MBA, CIMA, RCC Greater Philadelphia Area Details
Harv Cohen, MBA, CIMA, RCC's Wells Fargo Advisors (formerly Wachovia Securities) Experience January 2007 - October 2009
Job Seeking Business Development and Coaching Executive Financial Services Opportunities
Industry Financial Services
Experience
Open to New Opportunities  2010 - Present
cohenconsulting   October 2009 - Present
Wells Fargo Advisors (formerly Wachovia Securities)   January 2007 - October 2009
Morgan Stanley - Consulting Services Group   June 1999 - April 2006
Morgan Stanley  March 2003 - January 2004
Merrill Lynch  January 1987 - January 1998
Equitable Investment Management   September 1983 - January 1986

Skills
Investments, Strategic Financial..., Business Development, Sales Management, Business Planning, Sales, Team Leadership, Public Speaking, Sales Presentations, Campaigns, Mutual Funds, Managed Money, Wealth Management, Asset Managment, Series 7, Series 63, Portfolio Management, Securities, Financial Services, Strategic Planning

Education
Vanderbilt University - Owen Graduate School of Management
MBA, Marketing and Finance

University of Southern California
BA, Social Psychology

Lakewood (NJ) High School
diploma

Denise Dunlap Denise Dunlap Richmond, Virginia Details
Denise Dunlap's Wells Fargo Advisors (formerly Wachovia Securities) Experience July 2006 - April 2008
Job IRA Associate at BB&T Securities LLC
Industry Financial Services
Experience
BB&T- BB&T Securities LLC   April 2008 - Present
Wells Fargo Advisors (formerly Wachovia Securities)   July 2006 - April 2008
Genworth Financial formerly GE Financial Assurance  December 1999 - July 2006
GE Capital  December 1999 - December 2002
Anthem  October 1996 - December 1999
Circuit City  August 1993 - October 1996

Skills
Customer Relatonship..., Retirement Plan..., Series 6, IRAs, Long-term Care, Fixed Annuities, Insurance, Health Insurance, Retirement Planning, Securities, Investments, 401k, ERISA, Life Insurance, Custodial Services, Clearing, ACH, Settlement, Variable Annuities

Education
Virginia Polytechnic Institute and State University   1987 — 1993
Bachelor of Science (BS), Human Nutrition and Foods

University of Richmond - Robins School of Business
Mini MBA Certificate, Executive Education, Awarded 4.8 Continuing Education Units

Marlon Sims Marlon Sims San Francisco Bay Area Details
Marlon Sims's Wells Fargo Advisors (formerly Wachovia Securities) Experience April 2001 - March 2005
Job Manager, Professional Services at Adaptive Insights
Industry Computer Software
Experience
Adaptive Insights  December 2014 - Present
Adaptive Insights  March 2014 - December 2014
Adaptive Insights  April 2012 - March 2014
DocuSign, Inc.   February 2011 - March 2012
Wind River (subsidiary of Intel Corp.)   November 2008 - February 2011
Gap Inc.  April 2007 - April 2008
Gap Inc.  March 2005 - April 2007
Wells Fargo Advisors (formerly Wachovia Securities)   April 2001 - March 2005
Merrill Lynch  March 1999 - April 2001

Skills
Salesforce.com, SaaS, Forecasting, Cross-functional Team..., Product Management, Enterprise Software, Analytics, Competitive Analysis, Financial Modeling, Financial Analysis, Sales, Process Improvement, Strategic Planning, Business Strategy, Budgets, Start-ups, Project Management, Account Management, Team Building, Business Development, Product Marketing, Business Process..., Management, Leadership, Marketing, Strategic Partnerships, Sales Operations, E-commerce, Business Process, Analysis, Project Planning, Adaptive Planning, Adaptive Consolidation, Adaptive Discovery, Business Intelligence, CRM, Product Development, Professional Services, Business Analysis, Plannning

Education
University of San Francisco - Masagung Graduate School of Management   2002 — 2004
MBA, Business Management

University of Colorado Boulder   1995 — 1999
B.A., English, Business Administration

Ramon Matos, PMP Ramon Matos, PMP Richmond, Virginia Area Details
Ramon Matos, PMP's Wells Fargo Advisors (formerly Wachovia Securities) Experience June 2006 - June 2008
Job Senior Consultant at SingleStone (formerly Dominion Digital)
Industry Management Consulting
Experience
SingleStone (formerly Dominion Digital)   June 2008 - Present
SingleStone (Formerly Dominion Digital)   September 2012 - December 2013
SingleStone (Formerly Dominion Digital)   March 2012 - September 2012
SingleStone (Formerly Dominion Digital)   October 2010 - March 2012
SingleStone (Formerly Dominion Digital)   June 2008 - October 2010
Wells Fargo Advisors (Formerly Wachovia Securities)   June 2006 - June 2008
Wells Fargo Advisors  March 2004 - June 2006

Skills
Process Improvement, PMP, Scrum, Six Sigma, Business Process, Agile Methodologies, ITIL, Business Process Design, PMI, Business Analysis, SDLC, Business Process..., Project Portfolio..., IT Strategy, Program Management, Requirements Analysis, Integration, Visio, Project Management, Change Management

Education
Virginia Polytechnic Institute and State University - Pamplin College of Business   1998 — 2003
BS, Finance

University of Richmond   2005 — 2006
Securities & Broker Dealer Law

Jacqueline Burke Tuohy Jacqueline Burke Tuohy Greater New York City Area Details
Jacqueline Burke Tuohy's Wells Fargo Advisors (formerly Wachovia Securities) Experience 2007 - 2010
Job Merrill Lynch/Bank of America Wealth Advisory Recruiting
Industry Banking
Experience
Bank of America  September 2013 - Present
Bank of America  September 2013 - Present
JP Morgan Chase  2010 - Present
Wells Fargo Advisors (formerly Wachovia Securities)   2007 - 2010
Robert Half International  2005 - 2007

Education
Duquesne University   2001 — 2005
Marketing

University of New South Wales

Norman Arkoff Norman Arkoff Greater San Diego Area Details
Norman Arkoff's Wells Fargo Advisors (formerly Wachovia Securities) Experience 2005 - 2009
Job Independent Consultant Content Management Technologies
Industry Computer Software
Experience
J.P. Morgan   2011 - 2011
Wells Fargo Home Mortgage  2010 - 2011
Wells Fargo Advisors (formerly Wachovia Securities)   2005 - 2009
FileNet Corporation (now IBM)   2002 - 2004
Vignette Corporation  2000 - 2002
Retek Incorporated (now Oracle)   1998 - 2000
GERS Retail Systems  1993 - 1998

Skills
Web Content Management..., Enterprise Content..., Content Strategy, Project Management, Vendor Selection /..., Business Process..., Digital Asset Management, P&L Management, Strategic Planning, Financial Services

Education
University of San Diego
MBA, International Business

Oxford University
International Business Exchange Program

University of California San Diego
BA, Management Science

Preston Polk Preston Polk Saint Louis, Missouri Details
Preston Polk's Wells Fargo Advisors (formerly Wachovia Securities) Experience 2008 - 2012
Job SVP, Head of Operations and Business Development at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  2012 - Present
WELLS FARGO ADVISORS (Formerly WACHOVIA SECURITIES)   2008 - 2012
Glyph Consulting   2005 - 2008
Wells Fargo Business Payroll  2004 - 2005
Wells Fargo Merchant Services  2001 - 2004
Home Account Network  1999 - 2001
First Data Corporation  1996 - 1999
Strategy&, part of the PwC network (formerly Booz & Company)   1993 - 1996
IBM  1989 - 1991
International Business Machines  September 1987 - June 1989

Skills
Strategy, Strategic Planning, Marketing Strategy, Business Development, Cross-functional Team..., Portfolio Management, Financial Services, Business Strategy, Product Development, Team Building, Integrated Marketing, Risk Management, Consulting, Strategic Partnerships, Sales Operations, Business Analysis, CRM, Process Improvement, Executive Management, Management, Sales, Financial Modeling, Analytics, Vendor Management, Banking, Coaching, Marketing, Leadership, Financial Analysis, Mergers & Acquisitions, Product Management, Management Consulting, Business Planning, Business Process..., Investments, Start-ups

Education
Harvard Business School   1991 — 1993
Master of Business Administration (MBA), General Business Management

Swarthmore College   1983 — 1987
BS, Engineering

Ryan Haarbrink Ryan Haarbrink Greater St. Louis Area Details
Ryan Haarbrink's Wells Fargo Advisors (formerly Wachovia Securities) Experience March 2008 - July 2010
Job VicePresident (Group Finance Officer) at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  March 2011 - Present
Wells Fargo Advisors  July 2010 - March 2011
Wells Fargo Advisors (formerly Wachovia Securities)   March 2008 - July 2010
Wells Fargo Advisors  March 2006 - March 2008
EverDrive, LLC   April 2005 - April 2006
Circuit City Stores Inc  January 2002 - June 2004

Skills
Financial Modeling, Access, SQL, Acquisition Integration, User Acceptance Testing, Software Development, Financial Analysis, Forecasting, Essbase, Accounting, Strategic Financial..., Finance, Process Improvement, Financial Reporting, Microsoft Excel, Budgets

Education
Washington University in St. Louis - Olin Business School   2008 — 2010
MBA, Finance and Strategy Emphasis

Brigham Young University   2001 — 2001
B.S., Business Management - Finance

Sally Frankenreiter Sally Frankenreiter Greater St. Louis Area Details
Sally Frankenreiter's Wells Fargo Advisors (formerly Wachovia Securities) Experience 1992 - Present
Job Sr. Applications Engineer at AG Edwards
Industry Financial Services
Experience
Wells Fargo Advisors (formerly Wachovia Securities)   1992 - Present
A.G. Edwards & Sons, Inc.   1992 - 2009

Education
University of Missouri-Columbia   1982 — 1985

Joseph A. Vaccaro Joseph A. Vaccaro New York, New York Details
Joseph A. Vaccaro's Wells Fargo Advisors (formerly Wachovia Securities) Experience August 2008 - July 2009
Job Senior Financial Analyst at Study Group
Industry Education Management
Experience
Study Group  May 2015 - Present
Study Group  August 2014 - May 2015
Capitol Petroleum Group, LLC  July 2011 - August 2014
Capitol Petroleum Group, LLC  November 2012 - August 2013
Capitol Petroleum Group, LLC  July 2011 - November 2012
Pershing  May 2011 - June 2011
Fusion Analytics Investment Partners  October 2010 - April 2011
Oppenheimer & Co. Inc   December 2009 - October 2010
Wells Fargo Advisors (Formerly Wachovia Securities)   August 2008 - July 2009
First Republic Group/Dawson James Securities   October 2007 - August 2008

Skills
Microsoft Excel, Process Improvement, Management, Analysis, Contract Negotiation, Account Management, Accounting, Project Management, Forecasting

Education
Pace University   2004 — 2008
Bachelor, Business Administration; Finance

Freehold High School   2000 — 2004

Steven Romasko Steven Romasko New York, New York Details
Steven Romasko's Wells Fargo Advisors (formerly Wachovia Securities) Experience November 2007 - March 2009
Job CMBS Research Analyst at Nomura Securities
Industry Investment Banking
Experience
Nomura Securities  June 2011 - Present
Penn Capital Management  May 2010 - May 2011
Hirtle, Callaghan & Co.   March 2009 - March 2010
Wells Fargo Advisors (Formerly Wachovia Securities)   November 2007 - March 2009

Education
Drexel University - College of Business and Administration   2006 — 2011
Bachelor of Science (B.S.), Finance

Maxine Neisz Maxine Neisz Richmond, Virginia Area Details
Maxine Neisz's Wells Fargo Advisors (formerly Wachovia Securities) Experience August 1991 - June 2009
Job Project Coordinator Data Platform Engineering at Collabera Consultant Capital One
Industry Financial Services
Experience
Collabera -Consultant Capital One   March 2011 - Present
Global Financial Services  October 2010 - February 2011
Wells Fargo Advisors (formerly Wachovia Securities)   August 1991 - June 2009
Wachovia Securities, LLC  2000 - 2004
Wachovia Securities , LLC   1997 - 2000
Wachovia Securities , LLC   1995 - 1997
Wachovia Securities , LLC   1991 - 1995
St. Mary's Hospital   June 1988 - August 1991

Skills
Data Analysis

Education
Virginia Commonwealth University   1988 — 1991
Bachelor of Science, Criminal Justice

Radford University   1986 — 1988
N/A, Accounting and Criminal Justice