Wells Fargo Advisors, LLC

Industry: Subsidiary

Description

Wells 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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3,046 Wells Fargo Advisors, LLC employees in database. Find out everything there's to know about Wells Fargo Advisors, LLC 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, LLC Employees

Employee
Years
Job
Industry
Elizabeth Vaughan Elizabeth Vaughan Greater Chicago Area Details
Elizabeth Vaughan's Wells Fargo Advisors, LLC Experience May 2015 - Present
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2015 - Present
Wells Fargo Advisors, LLC   May 2014 - May 2015

Education
Aquinas College   2010 — 2014
Bachelor of Science (BS), Mathematics

Logan Elliott Logan Elliott Mobile, Alabama Details
Logan Elliott's Wells Fargo Advisors, LLC Experience June 2010 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors LLC  June 2010 - Present
BB&T  August 2009 - June 2010
Colonial Bank  January 2007 - August 2009

Education
Auburn University, College of Business   1999 — 2003
Bachelor of Business Administration (BBA), Finance

Susan Schirm, CFP® Susan Schirm, CFP® Scottsdale, Arizona Details
Susan Schirm, CFP®'s Wells Fargo Advisors, LLC Experience September 1994 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 1994 - Present

Skills
Retirement Planning, Wealth Management, Investment Strategies, Portfolio Management, 401k Rollovers, Estate Investment..., Strategic Financial..., Asset Allocation, Retirement Plan..., Risk Management, Wealth, Financial Analysis, Fixed Annuities, Financial Services

Education
Arizona State University, W. P. Carey School of Business   1976 — 1981
Bachelor of Science in Business

Aaron Severson Aaron Severson Sioux Falls, South Dakota Area Details
Aaron Severson's Wells Fargo Advisors, LLC Experience February 2014 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2014 - Present
Morgan Stanley Wealth Management  May 2008 - February 2014
Smith Barney  April 2005 - May 2008
The First National Bank in Sioux Falls  2002 - 2004

Skills
401k Rollovers, Investments, Retirement Planning, Wealth Preservation..., Retirement Plan..., Asset Allocation, Concentrated Stock..., Securities, Fixed Income Strategies

Education
Augustana College (SD)   1996 — 2001
B.A., Professional Accountancy

Joseph Abad Joseph Abad Menlo Park, California Details
Joseph Abad's Wells Fargo Advisors, LLC Experience December 2005 - Present
Job Senior Financial Advisor / Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   December 2005 - Present
Citi  June 2003 - December 2005

Skills
Investments, Finance, Insurance, Investment Strategies, Financial Services, Retirement, Securities, Retirement Planning, Mutual Funds, Financial Analysis

Education
Asian Institute of Management   1993 — 1995
Master of Business Administration (M.B.A.), Finance

UP   1986 — 1992
Bachelor's Degree, Industrial Engineering

Catherine Tong-Lee, CFA Catherine Tong-Lee, CFA Greater Seattle Area Details
Catherine Tong-Lee, CFA's Wells Fargo Advisors, LLC Experience August 2014 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Investment Management
Experience
Wells Fargo Advisors, LLC   August 2014 - Present
Intellectual Ventures  July 2011 - February 2014
Sparta Asset Management, LLC   April 2009 - April 2011
Principal Financial Group (Edge Asset Management)   February 1998 - April 2009

Education
Allegheny College
Bachelor's Degree, Economics

University of Washington
Master of Business Administration (M.B.A.), Business Administration; Finance and Entrepreneurship

Daniel Moyer Daniel Moyer Phoenix, Arizona Area Details
Daniel Moyer's Wells Fargo Advisors, LLC Experience November 2011 - Present
Job Financial Advisor with Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 2011 - Present

Education
Arizona State University, W. P. Carey School of Business   2011 — 2013
Bachelor of Arts (B.A.), Legal Studies, General

Mesa Community College   2009 — 2011
Associate's degree

Jehan Varzi Jehan Varzi Linwood, New Jersey Details
Jehan Varzi's Wells Fargo Advisors, LLC Experience April 2015 - Present
Job Atlantic City Complex Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2015 - Present
Wells Fargo Advisors, LLC   January 2014 - April 2015
Wells Fargo Advisors, LLC   September 2009 - December 2013
Morgan Stanley Smith Barney  July 1999 - September 2009
Washington Investment   1995 - 1998

Skills
Management, Securities, Investments, Mutual Funds, Asset Allocation, Equities, Alternative Investments

Education
The Johns Hopkins University - Carey Business School   2004 — 2006
MBA, MBA

American University   1991 — 1995
Bachelor of Arts (B.A.), International Relations joint with Economics

Grosse Pointe South High School   1988 — 1991
High School

Donna Frystak Donna Frystak Lakeland, Florida Details
Donna Frystak's Wells Fargo Advisors, LLC Experience April 2013 - Present
Job Senior Registered Client Associate Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2013 - Present
Morgan Stanley  April 2004 - April 2013
State Farm  April 1999 - April 2004

Skills
Securities, Uniform Combined State..., Fixed Income, Equities, Wealth Management, Retirement Planning, Mutual Funds, Investments, Portfolio Management, FINRA, Asset Allocation, Series 7, Life Insurance, Customer Service

Education
Algonquin College of Applied Arts and Technology

Cegep de L'Outaouais

Melanie Newton, PMP Melanie Newton, PMP Greater St. Louis Area Details
Melanie Newton, PMP's Wells Fargo Advisors, LLC Experience July 2010 - Present
Job EBusiness Consultant, VP
Industry E-Learning
Experience
Wells Fargo Advisors, LLC   July 2010 - Present
formerly Wachovia Securities   October 2009 - August 2010
Wachovia Securities  October 2006 - November 2009
A.G. Edwards   March 2005 - October 2006
A.G. Edwards   September 2002 - March 2005
A.G. Edwards   January 2000 - September 2002

Skills
SharePoint, HTML, XML, Dreamweaver, JavaScript, Flash, Photoshop, CMS, Instructional Design, Project Management, E-Learning, ActionScript, Web Development, Web Design, Content Management, CSS, HTML 5, Graphics, Technical Writing, Requirements Gathering, PowerPoint, jQuery, Requirements Analysis, Multimedia, Captivate, Website Development, Mobile Applications, Adobe Creative Suite, PMP, Training, Visio, Newsletters, Editing, SDLC, Software Documentation, Usability, Web Project Management, Financial Services, Agile Methodologies, E-commerce, User Experience, Business Analysis, Usability Testing, Analytics, Web Analytics, User Interface Design, SEO, HTML5

Education
Ashford University   2013 — 2014
Master's degree, Organizational Management, 4.0

Ashford University   2008 — 2010
Bachelor's degree, Organizational Mgmt (Emphasis in Information Technology)

University of Phoenix   2005 — 2007
Information Technology

Karen Kramer Karen Kramer Scottsdale, Arizona Details
Karen Kramer's Wells Fargo Advisors, LLC Experience November 2013 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 2013 - Present
Charles Schwab and Company  May 2012 - November 2013

Skills
Investments, Retirement Planning, Customer Service, Public Speaking, Small Business, Time Management, Leadership, Team Building, Marketing Strategy, Social Networking, Mutual Funds, Investment Panning, Wealth Management, Financial Planning

Education
Arizona State University - W. P. Carey School of Business   1989 — 1992
B.S., Accounting

Nicholas Guerard Nicholas Guerard Placerville, California Details
Nicholas Guerard's Wells Fargo Advisors, LLC Experience June 2011 - September 2012
Job Customer Service Manager at AmeriGas
Industry Oil & Energy
Experience
AmeriGas  December 2014 - Present
AmeriGas Propane  October 2013 - Present
Wells Fargo Advisors, LLC   June 2011 - September 2012
Private Funding International, Inc   February 2004 - June 2011
Hayden Ministries, Inc   January 2008 - October 2009
Butte Community Bank  March 2002 - June 2004

Skills
Marketing, Management, Consulting, Finance, Social Media Marketing, Public Speaking, Photography, Event Planning, Wordpress, Creative Direction, Public Relations, Graphic Design, Illustrator, Web Design, Photoshop, Sales, Customer Service, Strategy, Small Business, Entrepreneurship, Team Building, Strategic Planning, Marketing Strategy, Leadership, New Business Development, Training, Sales Management, WordPress

Education
National Career Education   1999 — 2000
Certification, Chiropractic Assistant/Physical Therapy Aid

Berean Bible School
Certification of Ministry, Bible/Biblical Studies

Naval Training Center

Joshua Welch-Nosko Joshua Welch-Nosko Saint Louis, Missouri Details
Joshua Welch-Nosko's Wells Fargo Advisors, LLC Experience May 2014 - August 2015
Job Regional Risk Supervisor at Wells Fargo Advisors Financial Network, LLC
Industry Financial Services
Experience
Wells Fargo Advisors Financial Network, LLC  August 2015 - Present
Wells Fargo Advisors, LLC   May 2014 - August 2015
Wells Fargo Advisors, LLC   January 2012 - May 2014
Beracha Concepts LLC   September 2007 - January 2013
Copia Urban Winery   April 2011 - December 2011
Copia Urban Winery   June 2010 - April 2011
Study Abroad Office at the University of Missouri-St Louis   June 2010 - December 2010
Belas Artes Multicultural Center   October 2009 - August 2010

Skills
Customer Service, Event Planning, Event Management, Microsoft Office, French, Marketing, Management, Investments, Budgets, Microsoft Word, Leadership, PowerPoint, Team Building, Microsoft Excel, Project Planning, Finance, Strategic Planning

Education
University of Missouri-Saint Louis   2006 — 2010
Bachelor of Science, Business Administration

Auckland University of Technology   2009 — 2009

Mike Policar Mike Policar Greater Seattle Area Details
Mike Policar's Wells Fargo Advisors, LLC Experience June 2012 - October 2014
Job Financial Advisor Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management  October 2014 - Present
Wells Fargo Advisors, LLC   June 2012 - October 2014
Fisher Communications  July 2008 - May 2012
CBS Radio Seattle  2006 - 2008
Bonneville   2004 - 2005
Arizona State University  2002 - 2005

Education
Arizona State University   2002 — 2005
Journalism and Mass Communication

Sadek Darwiche Sadek Darwiche Jackson, Wyoming Details
Sadek Darwiche's Wells Fargo Advisors, LLC Experience August 2013 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2013 - Present
Cedar Health, LLC   May 2012 - Present
Jackson Hole Supper Rotary Club   January 2011 - Present
Jackson Hole Farmers Market on the Square   January 2012 - September 2013
Wells Fargo  October 2008 - August 2013
Jackson State Bank and Trust   March 2006 - October 2008

Skills
Investments, Strategic Planning, Financial Analysis, Financial Advisory, Fixed Income Strategies, Retirement Planning

Education
University of California, Berkeley   2003 — 2005
Undergraduate, Political Science and Economics

American University of Beirut   2002 — 2003

Dean A Schumann II Dean A Schumann II Wayzata, Minnesota Details
Dean A Schumann II's Wells Fargo Advisors, LLC Experience July 2013 - Present
Job Senior Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2013 - Present
U.S. Bancorp Investments Inc   July 2008 - July 2013
Sit Investment Associates  January 2006 - March 2008

Skills
Microsoft Excel, Financial Modeling, Microsoft Studio 2008, Visual Basic, Word, Power Point, Beta Systems, FTP Servers, PeopleSoft, Bloomberg Terminal, Morningstar Advisor..., Rumba A/S 400, Minne Tab, Outlook, Lotus Notes, Fusion, Hogan, Smart Station

Education
Saint Marys University of Minnesota-Twin Cities   2009 — 2017
Masters, Project Management Current

Augsburg College   2000 — 2004
B.S. Finance, Minor Management Information Systems

Eden Prairie High School   1993 — 1997

Edward Band Edward Band Summit, New Jersey Details
Edward Band's Wells Fargo Advisors, LLC Experience November 2006 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 2006 - Present
Bank of America  October 2002 - November 2006
Citi  May 1996 - October 2002
Citi  October 1986 - May 1996
Home Life Insurance  May 1984 - October 1986
Texaco  September 1980 - May 1984

Skills
Estate Planning, Certified Financial..., Retirement, Investments, Finance, Financial Advisory, Banking, Wealth, Wealth Planning, Portfolio Analysis, Securities, Wealth Management

Education
American University   1976 — 1980
Bachelor of Science (B.S.), Accounting

Lindsay Kuehne Lindsay Kuehne Greater St. Louis Area Details
Lindsay Kuehne's Wells Fargo Advisors, LLC Experience November 2013 - Present
Job Digital Marketing at Wells Fargo Advisors
Industry Marketing and Advertising
Experience
Wells Fargo Advisors, LLC   November 2013 - Present
RLK & Associates, Inc.   March 2012 - November 2013
Humane Society of Missouri  April 2010 - February 2012
G2 Communications   June 2009 - September 2009
Nordstrom  October 2008 - March 2009
Liezl & Co.   March 2007 - August 2008
Clear Channel Radio  July 2006 - May 2007

Skills
Email Marketing, Social Media Marketing, Advertising, Marketing, Social Media, Marketing Strategy, Digital Marketing, Facebook, Marketing Communications, Strategy, Market Research, Copywriting, SEO, Project Management, E-commerce, Account Management, Graphic Design, Website Development, Loyalty Marketing, Small Business Marketing, Web Content Management, Adobe Creative Suite, Promotional Advertising

Education
Arizona State University
Bachelor’s Degree, Marketing, Communications

Webster University
Master’s Degree, Advertising & Marketing Communication

Parkway Central High School   1996 — 2000

Douglas Butts, Jr Douglas Butts, Jr South Boston, Virginia Details
Douglas Butts, Jr's Wells Fargo Advisors, LLC Experience June 2012 - November 2013
Job Vice President and Controller at Cherokee Tobacco Company
Industry Tobacco
Experience
Cherokee Tobacco Company / Firebird Manufacturing Co   November 2013 - Present
Wells Fargo Advisors, LLC   June 2012 - November 2013
Best Textiles Acquisition, LLC   October 2008 - March 2011
Dan River Inc.  July 1986 - September 2008

Skills
Financial Analysis, Retirement Planning, Investment Strategies, Financial Reporting, Financial Accounting, Budgeting, Forecasting, Budgets, Financial Goals

Education
Averett University   1982 — 1986
Bachelor of Science (BS), Accounting

George Washington High School   1980 — 1982

Jack Yurachek Jack Yurachek Charlotte, North Carolina Area Details
Jack Yurachek's Wells Fargo Advisors, LLC Experience April 2005 - Present
Job SVP Director of Business Initiatives at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2005 - Present
Wachovia Securities  April 1999 - May 2005
First Union Securities  April 1998 - April 1999
Morgan Stanley/Dean Witter  May 1997 - March 1998

Skills
Series 7, Investments, Finance, Mergers & Acquisitions

Education
Appalachian State University   1989 — 1993
BA, Finance and Real Estate

Jamie Gresik Jamie Gresik Phoenix, Arizona Area Details
Jamie Gresik's Wells Fargo Advisors, LLC Experience April 2015 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2015 - Present
Wells Fargo Bank  February 2008 - Present
Wells Fargo Advisors  October 2009 - February 2015
Wells Fargo Bank  January 2010 - January 2011

Skills
Investments, Relationship Management, Insurance, Customer Service, Mutual Funds, Asset Allocation, Brokerage, Charitable Remainder..., Financial Advisory, Financial Planning, Cultivating..., Insurance Planning, Permanent Life Insurance, Defined Benefit, Business Acquisition..., Trusted Business Advisor, Customer Satisfaction, Wealth, Irrevocable Life...

Education
Arizona State University, W. P. Carey School of Business   2006 — 2009
finance

David G. Stone David G. Stone Sherman/Denison, Texas Area Details
David G. Stone's Wells Fargo Advisors, LLC Experience February 1977 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 1977 - Present
Texoma Regional Planning Commission   June 1973 - December 1976

Skills
Retirement Planning, Investments, Finance, Asset Allocation, Mutual Funds, Estate Planning, Alternative Investments, Equities, Fixed Annuities, IRAs, Life Insurance, Long-term Care, Risk Management, Sales, Retirement, Investment Strategies, Asset Management, Insurance, Accredited Asset..., Financial Advisor, Multi-Dimensional..., Wealth Management, Series 7, Financial Planning, Portfolio Management

Education
Austin College   1971 — 1975
Bachelor's degree, Business Administration/Economics

La Jolla High School   1963 — 1966
High School Diploma, Being a Teenager!!

La Jolla High School, La Jolla, California

Sebastian Messina, CFP®, CMT Sebastian Messina, CFP®, CMT Greater New York City Area Details
Sebastian Messina, CFP®, CMT's Wells Fargo Advisors, LLC Experience September 1984 - Present
Job Senior Vice PresidentInvestments at MessinaBurrissMimnaugh Wealth Management Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 1984 - Present

Skills
Investment Strategies, Investments, Financial Markets, Securities, Stocks, Asset Allocation, Alternative Investments, Mutual Funds, Equities, Trading, ETFs, Hedging, Commodity

Education
Baruch College, City University of New York (CUNY)   1976 — 1983
Bachelors, Finance

Adelphi University
Certified Financial Planner TM Certificant, Financial Planning and Services

Linda DiFede Linda DiFede Horseshoe Bay, Texas Details
Linda DiFede's Wells Fargo Advisors, LLC Experience October 2010 - January 2013
Job Owner/Agent The DiFede Agency
Industry Insurance
Experience
The DiFede Agency   January 2013 - Present
DiFede Enterprises   2013 - August 2014
Wells Fargo Advisors, LLC   October 2010 - January 2013
Wells Fargo  August 2008 - October 2010
Comerica Bank  2000 - 2007
JPMorgan Chase  2003 - 2004
Banc of America Investments  November 1992 - April 1999

Skills
Investments, Wealth Management, Portfolio Management, Banking, Financial Services, Finance, Sales, Retirement Planning, Insurance

Education
University of Houston
Business Administration

Austin Community College

Steve Pendergast Steve Pendergast Greater New York City Area Details
Steve Pendergast's Wells Fargo Advisors, LLC Experience 2008 - Present
Job First Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2008 - Present
UBS  September 2002 - December 2008
Morgan Stanley Smith Barney  October 1987 - September 2002

Education
American University   1982 — 1984
BA, International Studies

Wittenberg University   1980 — 1982
Political Science

Tamika S. White Tamika S. White Charlotte, North Carolina Area Details
Tamika S. White's Wells Fargo Advisors, LLC Experience May 2008 - November 2010
Job Vice President at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  September 2015 - Present
Wells Fargo  January 2014 - September 2014
Wells Fargo Advisors  November 2011 - January 2014
Wells Fargo Advisors, LLC   May 2008 - November 2010
Strayer University  November 2007 - May 2008
Wachovia Securities, LLC  February 2005 - November 2007

Skills
Series 7, Financial Analysis, Portfolio Management, Financial Services, Mutual Funds, Relationship Management, Banking, Marketing, Securities, Wealth Management, Management, Leadership, Process Improvement, Finance, Analysis

Education
American InterContinental University   2005 — 2007
BSB

Robert Allan, CFP® Robert Allan, CFP® York, Pennsylvania Details
Robert Allan, CFP®'s Wells Fargo Advisors, LLC Experience March 2010 - May 2014
Job
Industry Financial Services
Experience
Johnson and White Wealth Management, LLC.   May 2014 - Present
Wells Fargo Advisors, LLC   March 2010 - May 2014

Education
College for Financial Planning   2011 — 2015
Master of Science, Personal Financial Planning

Appalachian State University   2002 — 2006
Bachelor of Science in Business Administration, Management

T. Dean McInturff T. Dean McInturff United States Details
T. Dean McInturff's Wells Fargo Advisors, LLC Experience September 1991 - Present
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 1991 - Present

Skills
Retirement Planning, Retirement, Investments, Financial Advisory, Insurance, 401k Rollovers, Wealth Preservation..., Asset Allocation, Retirement Plan..., Retirement Savings, Investment Planning, Investment Strategies, Wealth Planning

Education
Angelo State University   1974 — 1978
Bachelor of Science (BS), Physical Education/Business

Bob Fusaro Bob Fusaro Woodbury, New York Details
Bob Fusaro's Wells Fargo Advisors, LLC Experience September 2013 - Present
Job Managing Director Investment Officer, Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 2013 - Present
Fusaro Food Market Inc.   1995 - 2015
Morgan Stanley Smith Barney  September 1996 - September 2013

Skills
Defined Benefit, Retirement Planning, Financial Advisory, Investment Strategies, Insurance

Education
College for Financial Planning   2008 — 2008
CRPC®, Retirement Planning

Adelphi University   1990 — 1993
MBA, Banking and the Financial Markets

Rensselaer Polytechnic Institute   1983 — 1987
B.S. Electrical Engineering

walt whitman high school

Lana Maue Lana Maue Greater St. Louis Area Details
Lana Maue's Wells Fargo Advisors, LLC Experience September 2008 - Present
Job Executive Assistant, Innovation & Strategy at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  June 2014 - Present
Wells Fargo Advisors, LLC   September 2008 - Present
Star Manufacturing Intl. Inc.   2006 - 2007
J.A. Glynn & Company   2000 - 2006
Investment Counselors Incorporated   1990 - 2000

Skills
Project Management, Human Resources, Budgets, Sales, Process Improvement, SharePoint, Customer Service, Marketing, Analysis, Strategy, Program Management

Education
Ashford University   2009 — 2011
PR/Marketing, Bachelors, Marketing/Project Management

Southwestern Illinois College
Associate of Arts

Larry Todd Larry Todd Fort Smith, Arkansas Area Details
Larry Todd's Wells Fargo Advisors, LLC Experience April 2008 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2008 - Present

Education
Henderson State University   1987 — 1989
MBA

Arkansas State University   1982 — 1986
Bachelor's degree, Accounting and Finance

Betsy Scott Betsy Scott Charlotte, North Carolina Area Details
Betsy Scott's Wells Fargo Advisors, LLC Experience May 2009 - May 2014
Job Market Operations Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2009 - May 2014
Wells Fargo Advisors  2014 - 2014
Wells Fargo Advisors, LLC   January 2006 - May 2009
Wachovia Securities, LLC  January 1998 - December 2005

Education
Appalachian State University   1987 — 1991
Bachelor's degree

Richard Marr Richard Marr Greater New York City Area Details
Richard Marr's Wells Fargo Advisors, LLC Experience
Job Sr VPInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  

Education
University of Chicago   1981 — 1983
MFA, Fine Art

Antioch College   1975 — 1980
BFA, Art, Philosophy

Taipei Language Institute   1984 — 1986
Mandarin Chinese

Chad Moss Chad Moss Evans, Georgia Details
Chad Moss's Wells Fargo Advisors, LLC Experience April 2008 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2008 - Present
Nalco Company  March 2000 - March 2008
United States Navy  November 1987 - December 1995

Education
Auburn University   1996 — 2000
Bachelor, Chemical Engineering

James M. Murphy, Jr. James M. Murphy, Jr. Greater Omaha Area Details
James M. Murphy, Jr.'s Wells Fargo Advisors, LLC Experience November 2011 - June 2014
Job Executive Director GET SMART
Industry Education Management
Experience
GET SMART Professional Learning Center   October 2013 - Present
Wells Fargo Advisors, LLC   November 2011 - June 2014
Bankers Retirement Solutions   June 2002 - October 2011

Skills
Securities Exam Prep, Life, Health, and..., Success Coaching, Mutual Funds, Bonds, Stock Market, Investments, Unit Investment Trusts, Finance, Coaching, Indexed Annuities, Management, Customer Service, Leadership, Training, Sales, Public Speaking, Team Building

Education
Messenger College

Jonathan P. Dekker Jonathan P. Dekker Midland, Michigan Details
Jonathan P. Dekker's Wells Fargo Advisors, LLC Experience October 2012 - March 2014
Job Financial Advisor at Chemical Bank
Industry Financial Services
Experience
Chemical Bank Wealth Management   March 2014 - Present
Wells Fargo Advisors, LLC   October 2012 - March 2014
Saginaw Public School System  July 1999 - September 2012
Foremost Insurance  May 1997 - August 1999

Education
University of Cincinnati   2005 — 2007
Master of Educational Leadership

Aquinas College   1998 — 2000
Master of Education (M.Ed.)

Calvin College
Bachelor of Arts (B.A.)

Rogers High School

Charles Wilfong Charles Wilfong High Point, North Carolina Details
Charles Wilfong's Wells Fargo Advisors, LLC Experience October 2000 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2000 - Present
Paine Webber  August 2000 - October 2000
J.C. Bradford & Co.   September 1991 - August 2000
Prudential Financial  August 1989 - September 1991
Thompson McKinnon Securities   November 1981 - August 1989

Skills
Retirement Planning, Asset Allocation, Investments, Fixed Annuities, Retirement Income..., Diversification, Traditional IRA, Roth IRA, Simple IRA, SEP IRA, 401k, 401k Rollovers, Stocks, Bonds, Mutual Funds, ETFs, Unit Trusts, College Savings Plans, College Education..., Life Insurance, Variable Annuities, Indexed Annuities

Education
Appalachian State University   1968 — 1972

Mt. Airy High School

Brenda Brommel Brenda Brommel Johnston, Iowa Details
Brenda Brommel's Wells Fargo Advisors, LLC Experience January 2014 - Present
Job Client Associate Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2014 - Present
Marsh & McLennan Companies, Inc.   2009 - 2011
American Equity  July 2005 - September 2007
Principal Financial Group  May 2003 - May 2005
Principal Financial Group  January 1998 - May 2003

Skills
Insurance, Customer Service, Microsoft Excel, Outlook, Access, Sales, Loans, Retirement

Education
AIB College of Business   1999 — 2003
Associate of Arts (AA), Business, Management, Marketing, and Related Support Services, 3.0

Des Moines Area Community College   1991 — 1995
Associate of Arts and Sciences (AAS), Consumer Merchandising/Retailing Management, 3.0

Laura Monteforte Laura Monteforte Charlotte, North Carolina Area Details
Laura Monteforte's Wells Fargo Advisors, LLC Experience March 2007 - May 2012
Job Financial Specialist at Financial Independence Group
Industry Financial Services
Experience
Financial Independence Group  May 2012 - Present
Wells Fargo Advisors, LLC   March 2007 - May 2012

Education
Appalachian State University
Bachelor's degree, Public Relations, Advertising, and Applied Communication

Deborah Solomon Deborah Solomon Garden City, New York Details
Deborah Solomon's Wells Fargo Advisors, LLC Experience May 2000 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2000 - Present

Skills
Retirement Planning, Investments, Retirement, Business Services, Insurance, Wealth, Finance, Financial Advisory, IRAs, Education Funding & 529..., IRAs & IRA Rollovers, Mutual Funds, Investment Strategies, Fixed Annuities, Asset Allocation, ETFs, 401k Rollovers

Education
American University   1976 — 1980
BS/BA Business Administration, Marketing

John F. Kennedy High School, Plainview , NY

Rebecca Freeman Rebecca Freeman Birmingham, Alabama Details
Rebecca Freeman's Wells Fargo Advisors, LLC Experience April 2014 - April 2015
Job Assistant Vice President Centralized Trading at Regions Financial Corporation
Industry Financial Services
Experience
Regions Financial Corporation  April 2015 - Present
Wells Fargo Advisors, LLC   April 2014 - April 2015
Wells Fargo Advisors, LLC   December 2012 - April 2014
Regions Financial Corporation  June 2010 - December 2012
Regions Financial Corporation  November 2008 - June 2010

Skills
Wealth Management, Asset Allocation, 401k Rollovers, IRAs, Retirement Planning, College Savings Plans, Roth IRA, Investments, Securities, Financial Guidance

Education
University of Alabama   2012 — 2014
Master's Degree, Human Environmental Sciences with a Specialization in Family Financial Planning and Counseling

University of Alabama at Birmingham   2008 — 2009
Bachelor of Science (B.S.), Business Administration; Finance; Investments and Institutions

Auburn University   2004 — 2007

Dale Norton Dale Norton Sioux Falls, South Dakota Area Details
Dale Norton's Wells Fargo Advisors, LLC Experience April 2011 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2011 - Present
Barker Capital, LLC   January 2006 - March 2011
Hayloft Property Management Co.   July 2004 - December 2005
NorthWestern Energy  January 2001 - October 2002
Specialized Card Services  July 1999 - December 2000
Deloitte  October 1993 - June 1999

Skills
Investments, Risk Management, Financial Services, Retirement Planning, Insurance, Strategic Planning, Retirement Savings, 401(k) Rollovers, Asset Allocation, Financial Advisory, Mutual Funds, Annuities, Investment Planning, Investment Strategies, Retirement, Securities, Bonds, Tax-efficient Strategies, Financial Reporting, Relationship Management, Financial Planning, Accounting, Financial Analysis, Strategy, Finance, Mergers

Education
The University of South Dakota   1990 — 1993
BSBA, Accounting

Arizona State University   1989 — 1990
General studies

Larry Burke Larry Burke Greater New York City Area Details
Larry Burke's Wells Fargo Advisors, LLC Experience February 2011 - Present
Job Branch Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2011 - Present
JP Morgan Chase  February 1991 - February 2011

Education
Adelphi University
B.B.A., Management, Marketing

Garden City HS

Carolyn Burk Carolyn Burk Pine River, Minnesota Details
Carolyn Burk's Wells Fargo Advisors, LLC Experience February 2012 - August 2013
Job Experienced Sales Professional with a Securities License
Industry Financial Services
Experience
Mann Lake LTD   February 2014 - Present
Wells Fargo Advisors LLC  February 2012 - August 2013
Wells Fargo Advisors LLC  August 2010 - September 2011
Wells Fargo Wealth Management Group  July 2002 - August 2010

Skills
Change Management, Project Management, Project Coordination, Organizational..., Teamwork, Strategic Planning, Problem Solving, Microsoft Office, Event Management, Software Training, Web Design, Staff Training, Staff Supervision, Staff Development, Staff Mentoring, SharePoint, Live Meeting, Event Planning, Coaching, Management, Risk Management, Banking, Financial Services

Education
American InterContinental University   2007 — 2008
Bachelor's Degree, Business/Professional Project Management, 4.0

Brian Wiggins MS,MPAS®,CFP®,CWS®,ChFC®, CLU®,CRPC® Brian Wiggins MS,MPAS®,CFP®,CWS®,ChFC®, CLU®,CRPC® Chandler, Arizona Details
Brian Wiggins MS,MPAS®,CFP®,CWS®,ChFC®, CLU®,CRPC®'s Wells Fargo Advisors, LLC Experience 2009 - March 2011
Job Financial Advisor
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2009 - March 2011

Skills
Retirement, Tax, Wealth, Investments, Portfolio Management, Financial Advisory, Bonds, Estate Planning, Credit, Mergers & Acquisitions, Trusts, Finance, Business Strategy, Forecasting, Wealth Management, Analysis, Wealth Accumulation, Risk Management, Business Planning, Strategic Planning, Insurance, Pensions, IRAs, Access, Investment Strategies, Budgets, Leadership, Process Improvement, Management, Roth IRA, Equities, Retirement Planning, Financial Analysis, Customer Service, Financial Services, Small Business, Strategic Financial...

Education
College for Financial Planning   2010 — 2012
Master's degree, PERSONAL FINANCIAL PLANNING, 3.75

Arizona State University, W. P. Carey School of Business   1980 — 1984
BACHELORS OF SCIENCE, FINANCE/ACCOUNTING

Fred Whitney, CFP® Fred Whitney, CFP® Raleigh-Durham, North Carolina Area Details
Fred Whitney, CFP®'s Wells Fargo Advisors, LLC Experience 1981 - Present
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   1981 - Present

Education
Case Western Reserve University   1964 — 1968
Bachelor's Degree, Politcal Science

American University
Master's Degree, Urban Planning

frank tegge frank tegge Lansing, Michigan Area Details
frank tegge's Wells Fargo Advisors, LLC Experience September 2008 - Present
Job Senior Vice President Investments, Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 2008 - Present
Ferris, Baker, Watts   2004 - 2008

Skills
Customer Service, 401k, Accounting, Credit, Estate Planning, Event Planning, Finance, Financial Analysis, Financial Modeling, Fixed Annuities, Investments, Leadership, Leadership Development, Loans, Management, Mergers, Mortgage Lending, Mutual Funds, Nonprofits, Public Relations, Public Speaking, Risk Management

Education
Albion College   1960 — 1964
B.A,, History, Economics

Loyola University of Chicago
History

Marc Kirsner Marc Kirsner East Northport, New York Details
Marc Kirsner's Wells Fargo Advisors, LLC Experience January 2000 - November 2011
Job Logistics Consultant at UnitedEX
Industry Financial Services
Experience
UnitedEX Worldwide Express Corp.   June 2015 - Present
DeskCenter USA   May 2012 - September 2014
DeskCenterUSA   May 2012 - September 2014
Wells Fargo Advisors  May 2000 - November 2011
Wells Fargo Advisors LLC  January 2000 - November 2011
Systemax Computers   April 1996 - May 2000
Systemax Computers   January 1996 - January 2000

Skills
Sales, Selling, New Business Development, Account Management, Digital Archiving, Digital Printing, Cloud Computing, Internet M, Seminar Marketing, Cold Calling, PowerPoint, Microsoft Office, Cross Selling, Customer Service, Loan Origination, Mortgage Lending, Credit, Loans, Series 63, Series 6, Banking, Series 7, Mortgage Banking, Outlook, Microsoft Excel, Consumer Lending, Uniform Combined State..., Management, FHA, Business Development, Finance, Networking, Salesforce.com, Disaster Recovery, Business Networking, Microsoft Word, Marketing, Marketing Communications, Online Marketing, Digital Marketing, Solution Selling, Sales Process, Direct Sales, B2B, Sales Operations, Channel Partners, Enterprise Software, Strategic Partnerships, SaaS, Sales Management

Education
Adelphi University   1995 — 1996
Certificate, Paralegal Studies

Long Island University, C.W. Post Campus   1992 — 1995
B.A, Business Administration/ Marketing

Farmingdale State University   1990 — 1992
AAS, Business Administration

Sue Mamer Sue Mamer Orange County, California Area Details
Sue Mamer's Wells Fargo Advisors, LLC Experience February 2009 - Present
Job Senior Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2009 - Present
Morgan Stanley  January 1988 - January 2009

Skills
Mutual Funds, Asset Allocation, Investment Strategies, Investments, Retirement Planning, Alternative Investments, Financial Advisory, Portfolio Management

Education
Arizona State University
Bachelor’s Degree, General Business/Economics

Michigan State University

University of California, San Diego
Graduate School

Michele Heiny Scott Michele Heiny Scott Somers Point, New Jersey Details
Michele Heiny Scott's Wells Fargo Advisors, LLC Experience February 2008 - September 2012
Job Financial Advisor for Women, Speaker, Workplace Financial Wellness & Founder of Financially $avvy Women
Industry Financial Services
Experience
Financially $avvy Women   December 2014 - Present
HEINYScott Investment Group, LLC   November 2012 - Present
Wells Fargo Advisors, LLC   February 2008 - September 2012
A. G. Edwards & Sons   July 2005 - February 2008
Alderson-Broaddus College  August 2000 - February 2003

Skills
Securities, Retirement Planning, Asset Allocation, 401k Rollovers, Retirement, Saving for Education, Social Security Benefit..., Women's Financial Health, Financial Planning for..., Maximizing Social..., Work-place Financial..., Retirement Income..., Public Speaking, Financial Literacy..., Wealth Preservation..., Insurance Planning, Virtual Financial..., Estate Planning, Financial Advisory, Portfolio Management, Insurance, Financial Services, Series 7, Series 66, Small Business, Strategic Financial..., Life Insurance, Investment Management, Alternative Investments, Long-term Care, Asset Management, Equities, 401k, Variable Annuities, Fixed Income, Roth IRA, College Savings Plans, Wealth Management..., Personal Finance

Education
Alderson-Broaddus College   1997 — 2000
Bachelor's Degree, Management of Information, 3.36

Alderson-Broaddus College   1997 — 1999
Associate's Degree, Business Administration and Management, General, 3.75

Egg Harbor Township High School   1983 — 1984
High School

Oakcrest High School   1982 — 1983
High School

Redwood High School   1982 — 1982
High School

Poway High School   1980 — 1982
High School

John Sowell John Sowell Rockport, Texas Details
John Sowell's Wells Fargo Advisors, LLC Experience March 2014 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 2014 - Present
Merrill Lynch  September 2011 - March 2014
Wells Fargo  July 2008 - September 2011

Skills
Investments, 401k Rollovers, Asset Allocation, Business Owner Planning, Succession Planning, Deferred Compensation, Estate Investment..., Insurance, Relationship Management, Retirement Planning, Annuities, Tax-Efficient Strategies, Wealth Preservation..., Mutual Funds, Estate Planning, Customer Service, Portfolio Management, 401k, Financial Advisory, Fixed Annuities, Securities, Series 7, Banking, Series 63, High Net Worth..., Financial Analysis, Loans

Education
Angelo State University   1998 — 2002
Bachelor's Business Administrative

James W. Garner James W. Garner Denver, Colorado Details
James W. Garner's Wells Fargo Advisors, LLC Experience November 1991 - Present
Job Associate Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 1991 - Present
Boettcher and Company   May 1987 - November 1991

Skills
Entrepreneurship, Public Speaking, Retirement Planning, Creative Direction, Resume Writing, Film Production, Golf, Sailing, Guest Lecturing, Planetary Science, College Football, Seminars, Trusted Advisor, Investing, World Events

Education
Colorado School of Mines   1978 — 1979
Graduate Studies

The University of Georgia   1974 — 1975
Bachelor of Science (B.S.)

Auburn University   1971 — 1973

Admiral Farragut Academy   1970 — 1971
Diploma, Navy/Marine ROTC, Naval Science and Operations

Jon Henderson Jon Henderson Greater New Orleans Area Details
Jon Henderson's Wells Fargo Advisors, LLC Experience July 2014 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2014 - Present
Wells Fargo Home Mortgage  January 1999 - July 2014

Skills
Financial Planning, Retirement Plan..., Retirement Savings, 401k Rollovers, IRAs, Investments, College Savings Plans, Insurance, Customer Service, Volunteer Recruiting, Volunteer Management, Mortgage Lending, Networking, FHA, Loan Origination, Mortgage Banking, Loans, Reverse Mortgages, Residential Mortgages, First Time Home Buyers, Consumer Lending, Refinance, Sales, FHA financing, USDA, Finance, Credit, Government Loans, Home Equity Loans, Construction Loans, Certified Mortgage..., Leadership, VA Loans

Education
University of New Orleans   1987 — 1992
MBA, Finance/Management

University of Wales Trinity Saint David   1986 — 1987

Louisiana State University   1984 — 1985

Carl Rick Rickmeier, III Carl Rick Rickmeier, III Sheboygan, Wisconsin Details
Carl Rick Rickmeier, III's Wells Fargo Advisors, LLC Experience April 2012 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2012 - Present
Rickmeier Corporation   May 1990 - Present
Northwestern Mutual Financial Network (Sheboygan, WI Office)   March 1999 - March 2012

Skills
Retirement, Retirement Planning, Finance, Insurance, Financial Advisory, Investments, Securities, Financial Analysis, Investment Strategies

Education
Arizona State University   1987 — 1990

Bradley University   1985 — 1987

Kohler High School   1981 — 1985

Amy Birnbaum Amy Birnbaum Austin, Texas Details
Amy Birnbaum's Wells Fargo Advisors, LLC Experience October 2010 - Present
Job Assistant Vice President Investments, Financial Advisor Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC  October 2010 - Present

Education
American University - Kogod School of Business   1992 — 1994

Boston University   1987 — 1991
BS, Communication

Cynthia Komarek, CRPC® Cynthia Komarek, CRPC® Greater Chicago Area Details
Cynthia Komarek, CRPC®'s Wells Fargo Advisors, LLC Experience November 2008 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 2008 - Present
Merrill Lynch  September 1991 - November 2008
E.F. Hutton   June 1986 - September 1991

Education
Augustana College   1971 — 1975
B.A.

The University of Kansas   1978 — 1980
Graduate Studies

Gail Frances, MPA Gail Frances, MPA United States Details
Gail Frances, MPA's Wells Fargo Advisors, LLC Experience April 2001 - September 2010
Job Consultant
Industry Writing and Editing
Experience
Gail Frances   January 2011 - Present
Neighbor Network   January 2013 - August 2015
ICOSA Magazine   2012 - 2014
Leading Edge Advisors   August 2011 - September 2013
Douglas County School District  January 2011 - November 2011
Wells Fargo Advisors, LLC   April 2001 - September 2010
Merrill Lynch  1999 - 2001
Merrill Lynch  1997 - 1999
Capital Group/American Funds  1991 - 1994
The College for Financial Planning  1988 - 1991

Skills
Public Speaking, Leadership, Social Networking, Public Relations, Project Planning, Editing, Community Outreach, Marketing Communications, Nonprofits, Grant Writing, Social Media Marketing, Event Planning, Public Policy, Social Media, Small Business, Newsletters, Fundraising, Creative Branding, Research, Investments, Strategic Financial..., Strategy, Contributing Writer, Marketing Strategy, New Business Development, Entrepreneurship, Strategic Planning, Advertising, Strategic Communications, Politics, OS X, Writing Skills, Political Affairs, Mac OS X, Microsoft Office, Financial Planning, Mutual Funds, Sales, Pension Administration, Speech Writing, Fundraising Campaign..., Grassroots Fundraising

Education
University of Colorado Denver   2003 — 2005
MPA, Graduate School of Public Affairs

University of Denver   2001 — 2002
Technical Writing

North Harris College   1995 — 1996
Graphic Design

Metropolitan State University of Denver
B.A., Biology/Art

Arapahoe Community College

California State University-Long Beach

Golden West College

Long Beach City College
A.A., Biology

Los Angeles Valley College

Raffe Deirmenjian Raffe Deirmenjian Los Angeles, California Details
Raffe Deirmenjian's Wells Fargo Advisors, LLC Experience May 2011 - Present
Job Vice PresidentInvestment Officer
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2011 - Present

Skills
Credit, Banking, Mortgage Lending, Loans, Marketing Strategy, Retirement Planning, Investments, Customer Service, Strategic Financial..., Social Media, Marketing, Sales Management, Negotiation

Education
Adelphi University

Noha Schulze Noha Schulze San Francisco Bay Area Details
Noha Schulze's Wells Fargo Advisors, LLC Experience September 2002 - September 2012
Job Senior Vice President Wealth Advisor at SeaCrest Wealth Management
Industry Financial Services
Experience
SeaCrest Wealth Management  September 2012 - Present
Wells Fargo Advisors, LLC   September 2002 - September 2012
Citibank  May 1989 - September 1996

Skills
Investments, Portfolio Management, Financial Analysis, Strategic Financial..., Mortgage Lending, Loans, Credit, Banking, Asset Managment, Finance, Credit Analysis, Wealth Management, Series 7, Mortgage Banking, Loan Origination

Education
Jâmi'at Al-Qiddis Yussuf   1980 — 1984
Bachelor of Business Administration (BBA), Business/Commerce, General

Mark Roberts, CFP®, AAMS® Mark Roberts, CFP®, AAMS® Huntsville, Alabama Details
Mark Roberts, CFP®, AAMS®'s Wells Fargo Advisors, LLC Experience February 2006 - Present
Job Financial Advisor at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC  February 2006 - Present

Education
Kaplan University   2008 — 2009
Master’s Degree, Financial Planning Certificate, Financial Planning

Auburn University   1992 — 1997
Bachelor’s Degree, Bachelor of Science (B.S.), Industrial and Systems Engineering, 3.7 (Magna Cum Laude)

Michael Van Horn Michael Van Horn Phoenix, Arizona Area Details
Michael Van Horn's Wells Fargo Advisors, LLC Experience January 2014 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2014 - Present
Wells Fargo  December 2008 - December 2013
Wells Fargo  May 2005 - December 2008

Skills
Investment Strategies, Financial Services, ETFs, Retirement, 401k Rollovers, Asset Allocation, Relationship Management, Retirement Planning, Wealth Preservation..., Estate Planning..., High Net Worth Planning, Investments, Finance

Education
Arizona State University   1999 — 2003
Bachelor of Science (BS), Finance, General

Angeline Turcan Angeline Turcan San Francisco Bay Area Details
Angeline Turcan's Wells Fargo Advisors, LLC Experience October 2013 - Present
Job Regional Brokerage Manager at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC  October 2013 - Present
JPMorgan Chase  2009 - October 2013
Chase investment services corp  December 2009 - September 2012
Smith Barney  December 1998 - December 2009

Education
Aix-Marseille Université   1989 — 1996
DEA, Droit International

University of California, Berkeley   1983 — 1988
Bachelor's, Rhetoric

JL

Shaan Vyas Shaan Vyas Garden City, New York Details
Shaan Vyas's Wells Fargo Advisors, LLC Experience October 2012 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2012 - Present
The Global Hustle LLC   2008 - 2013
Village Roadshow Pictures  2010 - 2010
Deloitte & Touche  January 2007 - March 2008
Merrill Lynch  2006 - 2006

Skills
Strategic Partnerships, Client Relationship..., Social Media, Strategy, Entertainment Industry, Financial Guidance, Marketing Strategy, Data Analysis, Business Development, Budgets, CRM, Microsoft Excel, Budget Management, Excel, PowerPoint, High Net Worth..., Market Research, Strategic Planning, Management, Finance, Leadership, Start-ups, Financial Analysis

Education
Harvard University   2015 — 2015
Professional Development Program

Arizona State University, W. P. Carey School of Business   2009 — 2011
MBA

Northeastern University   2001 — 2006
BS

Cynthia Wadkinson Cynthia Wadkinson Holly Ridge, North Carolina Details
Cynthia Wadkinson's Wells Fargo Advisors, LLC Experience February 2008 - January 2013
Job
Industry Financial Services
Experience
Suntrust investment Services, Inc  January 2013 - June 2014
Wells Fargo Advisors, LLC   February 2008 - January 2013
Edward Jones  2001 - 2008
BB&T Capital Markets  1997 - 2000

Education
Adelphi University   1982 — 1983
Paralegal Certification - Litigation

State University of New York at Stony Brook   1980 — 1982
BA with Honors

DENISE BRATHWAITE DENISE BRATHWAITE Greater New York City Area Details
DENISE BRATHWAITE's Wells Fargo Advisors, LLC Experience November 2005 - Present
Job SR REGISTERED CLIENT ASSOCIATEOFFICER at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors LLC  November 2005 - Present
Advest, Inc.   January 2003 - November 2005
Domestic Securities  January 2002 - November 2003

Skills
Series 7, Insurance, Series 63, Series 55, Investments, Securities, Mutual Funds, Equities

Education
City University of New York-John Jay College of Criminal Justice   1995 — 1998
Legal Professions and Studies

Alabama State University   1994 — 1995
Political Science and Government

Jamaica HIgh School   1991 — 1993
High School, Political Science and Government

Sunil Kothapalli Sunil Kothapalli Charlotte, North Carolina Area Details
Sunil Kothapalli's Wells Fargo Advisors, LLC Experience December 2009 - Present
Job Vice President, Sr. Product Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   December 2009 - Present
Wells Fargo Advisors  June 1999 - January 2010
DataSoft Technologies  January 1998 - June 1999
Syntel  June 1996 - March 1998

Skills
Banking, Vendor Management, SDLC, Portfolio Management, Business Process..., Product Management, Program Management, Six Sigma, Series 7, Agile Methodologies, Risk Management, Strategy, Management, Product Development, Financial Services, Project Portfolio..., Leadership, Quality Assurance, Business Analysis, Process Improvement, Project Management

Education
Andhra University   1992 — 1996
Bachelors

Ben Nicholson, CRPC Ben Nicholson, CRPC Buffalo, New York Details
Ben Nicholson, CRPC's Wells Fargo Advisors, LLC Experience March 2012 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 2012 - Present
Edward Jones  June 2011 - March 2012
Moneycorp Inc   February 2009 - December 2010
TTT Moneycorp Ltd   November 2004 - January 2009

Skills
CRM, Negotiation, Marketing Strategy, Financial Services, Finance, Account Management, Strategic Planning, Leadership, Project Planning, Marketing, New Business Development, Public Speaking, Investments, Business Development, Sales Management

Education
College of Financial Planning   2014 — 2014
Chartered Retirement Planning Counselor, Financial Planning and Services

University of Wales, Aberystwyth   2000 — 2004
Economics & Marketing, Economics & Marketing

Teresa Zipf, CFP® Teresa Zipf, CFP® Greater Philadelphia Area Details
Teresa Zipf, CFP®'s Wells Fargo Advisors, LLC Experience November 2004 - September 2012
Job Associate Vice PresidentInvestments at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   September 2012 - Present
Wells Fargo Advisors, LLC   November 2004 - September 2012

Skills
Retirement Planning, Wealth Management, Investment Advisory, Financial Planners, Finance, Asset Allocation, Risk Management, Wealth Management..., Mutual Funds, Retirement, Estate Planning, Strategic Financial..., Life Insurance, Long Term Care Insurance, College Education..., College Savings Plans, 401k Rollovers, Wealth Preservation...

Education
Stockton University   1989 — 1993
BA, Accounting

Rutgers University-New Brunswick   1981 — 1985
Coursework

Atlantic Cape Community College
Associate of Science (A.S.), Business Administration and Management, General

Southern Regional High School

Renee J. Moro Renee J. Moro Hershey, Pennsylvania Details
Renee J. Moro's Wells Fargo Advisors, LLC Experience January 2014 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2014 - Present
Wells Fargo Home Mortgage  March 2013 - January 2014
ReMax at Hershey   December 2012 - April 2013
Fulton Financial Corporation  January 2001 - February 2012
Clermont Wealth Strategies a division of Fulton Financial Corp   July 2007 - July 2011
First Union National Bank  June 1994 - December 2000

Skills
Sales, Investments, Sales Management, New Business Development, Public Speaking, Project Management, Training, Negotiation, Investment Properties, Financial Advisory, Finance

Education
Palmyra Area High School   1986 — 1990

Albright College
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Madeleine Stewart Madeleine Stewart Orange County, California Area Details
Madeleine Stewart's Wells Fargo Advisors, LLC Experience April 2005 - June 2013
Job Senior Registered Client Associate
Industry Financial Services
Experience
RBC Wealth Management  September 2014 - Present
Merrill Lynch  December 2013 - September 2014
Wells Fargo Advisors, LLC   April 2005 - June 2013
SHAPE Dancewear   July 1989 - January 2000
The Sports Club/LA  August 1984 - December 1992

Skills
Management, Financial Advisory, Sales, Budgets, Finance, Sales Management, Retail, Insurance, Mutual Funds, Investments, FINRA, Leadership, Customer Retention, Business Development, Banking, Strategic Planning, Customer Service, Team Building, Financial Analysis, New Business Development, Marketing Strategy, Account Management, Risk Management, Series 7, Series 65

Education
California State University-Northridge   1984 — 1986
Business

Antelope Valley College   1979 — 1981
AA

Randy Darden Randy Darden Charlotte, North Carolina Details
Randy Darden's Wells Fargo Advisors, LLC Experience 1995 - Present
Job SVP, Affluent Director, Wells Fargo Wealth Brokerage Services
Industry Financial Services
Experience
Wells Fargo  2008 - Present
Wells Fargo Advisors, LLC   1995 - Present
Wells Fargo  July 1988 - Present
Wachovia Corporation  1988 - Present
Wachovia Bank  1988 - Present
Wells Fargo (Wachovia)   1988 - Present
Wachovia / Wells Fargo  1988 - Present
Wachovia Securities  1988 - 2008

Skills
Investments, Series 7, Wealth, Wealth Management, Financial Services

Education
Auburn University   1984 — 1988
BS, Marketing

Grant Wesely, CRPC Grant Wesely, CRPC Dallas/Fort Worth Area Details
Grant Wesely, CRPC's Wells Fargo Advisors, LLC Experience June 2008 - March 2010
Job
Industry Financial Services
Experience
Advisors Asset Management, Inc.   November 2014 - Present
Pacific Life Insurance Company  October 2010 - October 2014
USAA  March 2010 - September 2010
Wells Fargo Advisors, LLC   June 2008 - March 2010
ING U.S. Investment Management   October 2006 - June 2008
AIG VALIC  November 2005 - October 2006

Skills
Advanced Sales, Asset Allocation, Business Planning, Concept Knowledge, Consultative Sales, Estate Planning, Executive Benefits, Family Protection, Financial Products, Income Planning, Life Insurance, Long-Term Care, Public Speaking, Retirement, Retirement Plans, Retirement Planning, Retirement Strategies, Sales, Series 7, Series 63, Survivorship Life, Term Life Insurance, Territory Management, Mutual Funds, Unit Investment Trusts, Separately Managed..., Series 65

Education
Arizona State University, W. P. Carey School of Business
Bachelors Degree

Thomas Jefferson HS

Brian Bratspis Brian Bratspis Scottsdale, Arizona Details
Brian Bratspis's Wells Fargo Advisors, LLC Experience October 2009 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2009 - Present

Skills
Mergers & Acquisitions, Investments, Retirement Planning, Sales Management, Financial Analysis, Alternative Investments, Equities, Customer Service, Sales

Education
Arizona State University

Gip Meadows CFP® Gip Meadows CFP® Montgomery, Alabama Details
Gip Meadows CFP®'s Wells Fargo Advisors, LLC Experience March 2012 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 2012 - Present
Merrill Lynch  January 1995 - February 2012

Skills
Wealth, Retirement, Financial Planners, Wealth Management, Financial Advisory, Wealth Management..., High Net Worth..., Finance

Education
Auburn University   1981 — 1985
Bachelor's degree, Mechanical Engineering

Troy University   1988 — 1989
Master of Business Administration (M.B.A.)

Scott Conroy Scott Conroy Jacksonville Beach, Florida Details
Scott Conroy's Wells Fargo Advisors, LLC Experience April 2003 - Present
Job Financial Advisor, First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2003 - Present
Merrill Lynch  2002 - 2003
Federated Investors, Inc.   1998 - 2002

Skills
Retirement Planning, Insurance, Financial Guidance, Estate Planning..., Education Funding

Education
Allegheny College   1994 — 1998
Bachelor of Science (B.S.), Mathematics

Jerwin Paz Jerwin Paz San Diego, California Details
Jerwin Paz's Wells Fargo Advisors, LLC Experience September 2013 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 2013 - Present
J.P. Morgan   April 2010 - September 2013
Wells Fargo Advisors  January 2007 - May 2010
ELS  2005 - 2008

Skills
Corporate Finance, Finance, Insurance, Investments, Series 7, Portfolio Management, Retirement Planning, Wealth Management, Mutual Funds, Financial Services

Education
Ashford University   2011 — 2014
Finance

De Anza College   1998 — 2000
Films / Marketing

John Reagan John Reagan Dallas/Fort Worth Area Details
John Reagan's Wells Fargo Advisors, LLC Experience March 2009 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 2009 - Present
Smith Barney  March 2001 - March 2009
Morgan Stanley Dean Witter  December 1997 - March 2001

Skills
Retirement, Investments, Wealth Management, Investment Advisory, Retirement Planning, Mutual Funds, Strategic Financial..., Asset Allocation, Investment Planning, Insurance, Wealth Preservation..., Concentrated Stock..., Financial Services, Asset Management, Stock Analysis

Education
Abilene Christian University   1994 — 1997
Bachelor's Degree, Finance

Nancy Ambrose Nancy Ambrose Greater Chicago Area Details
Nancy Ambrose's Wells Fargo Advisors, LLC Experience August 2013 - Present
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2013 - Present
Raymond James  December 2011 - June 2013
Fifth Avenue Advisors LLC   October 2011 - December 2011
Nature's Select  January 2011 - August 2011
Concert Wealth Management, Inc.   December 2009 - August 2010
Morgan Stanley Smith Barney  August 2008 - December 2009
Wachovia Securities  September 2006 - August 2008
Nature's Select  August 2003 - August 2006

Education
Arizona State University   2002 — 2006
Bachelor of Science, Business Administration

Benjamin Caruso Benjamin Caruso Forest Park, Illinois Details
Benjamin Caruso's Wells Fargo Advisors, LLC Experience October 2011 - May 2013
Job Investment Executive at MB Financial Bank
Industry Financial Services
Experience
MB Financial Bank  June 2013 - Present
Wells Fargo Advisors, LLC   October 2011 - May 2013
ACIA / AAA   October 2003 - August 2011
WorldCom  1999 - 2001

Skills
401k, Retirement, Wealth Management, Mutual Funds, Fixed Income, Asset Allocation, Investment Advisory, Life Insurance, 401k Rollovers, Financial Advisory, Investment Strategies, Managed Money, Socially Responsible..., exchange traded funds, Series 7, Retirement Planning, Series 63, IRAs, Uniform Combined State..., Equity Indexed Annuities, Market Linked CDs

Education
North Park University   1996 — 1998
B.A., Sociology

Carl Sandburg College   1994 — 1996

Augustana College   1990 — 1992
Economics, Swedish

Galesburg High School   1986 — 1990

Christopher Otillio, CRPC Christopher Otillio, CRPC Greater Nashville Area Details
Christopher Otillio, CRPC's Wells Fargo Advisors, LLC Experience January 2011 - Present
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2011 - Present
Legal Source  March 2009 - October 2010
Merrill Lynch  July 2007 - February 2009
Corporate Executive Board  September 2006 - May 2007
United States House of Representatives  June 2004 - June 2006
United States House of Representatives  September 2002 - June 2004

Education
Louisiana State University, Paul M. Hebert Law Center
Juris Doctorate

Auburn University
Bachelor of Science, International Business

Larry Copeland Larry Copeland Phoenix, Arizona Area Details
Larry Copeland's Wells Fargo Advisors, LLC Experience February 1994 - Present
Job Financial Advisor
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 1994 - Present
U.S. Air Force   June 1979 - February 1992

Education
Arizona State University   2014 — 2018
Doctor of Philosophy (PhD), Political Science

Seattle University   2006 — 2008
Master of Science, Finance

Utah State University - Jon M. Huntsman School of Business   1991 — 1993
MBA, Business

University of Southern California   1980 — 1982
Master of Arts, International Relations

University of California, Berkeley   1973 — 1977
Bachelor of Arts, Political Science

Antelope Valley High School

Craig Diamond Craig Diamond Greater Los Angeles Area Details
Craig Diamond's Wells Fargo Advisors, LLC Experience September 2014 - Present
Job Senior Vice President Investments
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 2014 - Present
UBS Financial Services, Inc  1999 - 2014
Dun & Bradstreet Corp  1993 - 1999

Skills
Asset Allocation, Municipal Bonds, Corporate Bonds, Mutual Funds, Closed-end Funds, Retirement Planning, Liability Management, Financial Planning, Cash Flow Management

Education
West Chester University of Pennsylvania   1986 — 1989
Bachelors, Marketing

Eastern New Mexico University   1985 — 1986
Business

Notre Dame of Marbel University   1984 — 1985
Eco-Man

Brian Firring Brian Firring Beverly Hills, California Details
Brian Firring's Wells Fargo Advisors, LLC Experience May 2006 - Present
Job Senior Financial Advisor / Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2006 - Present

Skills
Investments, Equities

Education
Arizona State University   1990 — 1994
Bachelor of Science (B.S.), Marketing

Brent Maurer, CFP® Brent Maurer, CFP® Linwood, New Jersey Details
Brent Maurer, CFP®'s Wells Fargo Advisors, LLC Experience July 2009 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2009 - Present
Wachovia Securities, LLC  October 2007 - July 2009
A.G.Edwards & Sons, Inc.   July 2001 - October 2007

Skills
Asset Allocation, Series 7, Retirement Planning, Investments, Finance, Wealth Management, Mutual Funds

Education
Anderson University   1996 — 2000
BA, Finance

Josh Aylesworth, CFP® Josh Aylesworth, CFP® Phoenix, Arizona Area Details
Josh Aylesworth, CFP®'s Wells Fargo Advisors, LLC Experience January 2008 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2008 - Present
Merrill Lynch  August 1998 - January 2008

Skills
Investments, Asset Allocation, Retirement Planning, Mutual Funds, Alternative Investments, Strategic Planning, Financial Analysis, Asset Management, Retirement, Insurance, Fixed-Income Strategies, Tax–Efficient Strategies, Stock Analysis, Business-Owner Planning, Business-Succession..., Concentrated Stock..., 401(k) Rollovers

Education
Arizona State University   1994 — 1998
B.A., Economics

Lance Antony Lance Antony Garden City, New York Details
Lance Antony's Wells Fargo Advisors, LLC Experience December 2008 - Present
Job Vice President Investment Officer Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   December 2008 - Present
Morgan Stanley Wealth Management  September 2002 - December 2008

Skills
Financial Services, Finance, Mutual Funds, Retirement Planning, Strategy, Asset Allocation, 401k Rollovers, Fixed Income, Stock Market Analysis

Education
Adelphi University   2005 — 2006
Master of Business Administration (MBA), Finance

Drexel University   2000 — 2004
Bachelor of Science in Business Administration, Finance

Nicholas Bruno Nicholas Bruno Pittsburgh, Pennsylvania Details
Nicholas Bruno's Wells Fargo Advisors, LLC Experience September 2011 - Present
Job Managing DirectorMarket Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 2011 - Present
Wells Fargo Advisors, LLC   2004 - 2011
Prudential Securities  1999 - 2004

Skills
Overall Market..., Practice Management, Retain and Attract..., New Business Development, Relationship Management, Training & Development, Risk Management

Education
American University - Kogod School of Business   1985 — 1990
BSBA, Marketing Major

Greg Bowden, CFP ® Greg Bowden, CFP ® Austin, Texas Area Details
Greg Bowden, CFP ®'s Wells Fargo Advisors, LLC Experience July 2006 - October 2013
Job Vice President Investments at Goodwater Wealth Management Group of Raymond James
Industry Financial Services
Experience
Goodwater Wealth Management Group of Raymond James   November 2013 - Present
Wells Fargo Advisors, LLC   July 2006 - October 2013

Education
Alma College   1996 — 2000

Blake Barnett Blake Barnett Jonesboro, Arkansas Area Details
Blake Barnett's Wells Fargo Advisors, LLC Experience 2008 - 2012
Job Senior Sales Specialist at Teva Pharmaceuticals
Industry Pharmaceuticals
Experience
Teva Pharmaceuticals  2012 - Present
Wells Fargo Advisors, LLC   2008 - 2012
Wyeth  March 2003 - April 2008
Schering-Plough  January 1997 - October 2002

Skills
Sales Operations, Sales, Marketing, Pharmaceutical Sales, Managed Care, Customer Service, Sales Management, Pharmaceutical Industry, Coaching, Insurance, Strategic Financial..., Strategic Planning, Credit, Leadership, Financial Analysis

Education
Arkansas State University   1990 — 1994
Bus Adm, Business, Speech Communication

Jonesboro High School   1987 — 1990

Greg McQuade Greg McQuade Boston, Massachusetts Details
Greg McQuade's Wells Fargo Advisors, LLC Experience December 2008 - January 2009
Job Graduate Student at Babson College, F.W. Olin School of Business
Industry Financial Services
Experience
MFS Investment Management  July 2012 - May 2015
MFS Investment Management  March 2012 - July 2012
MFS Investment Management  July 2010 - March 2012
Wells Fargo Advisors, LLC   December 2008 - January 2009

Skills
Series 6, Series 63, Mutual Funds, Separately Managed..., New Client Acquisitions, Investment Strategies, Business Development, Public Speaking, Telephone Skills, Sales Presentations, Sales

Education
Babson College - Franklin W. Olin Graduate School of Business   2015 — 2016
Candidate for Master of Business Administration, Expected Graduation Date of May, 2016

Providence College   2006 — 2010
Bachelor of Science (B.S.), Finance, General

Longmeadow High School   2002 — 2006

Caleb R. Miller Caleb R. Miller Dallas/Fort Worth Area Details
Caleb R. Miller's Wells Fargo Advisors, LLC Experience February 2011 - August 2012
Job
Industry Financial Services
Experience
CEDA REALTY  April 2013 - Present
Wells Fargo Advisors, LLC   February 2011 - August 2012
William Davis Realty  September 2009 - March 2011
Fisher Investments  October 2009 - July 2010
RE/MAX  December 2002 - February 2010
Raytheon  January 2000 - July 2002

Education
Abilene Christian University   1995 — 1999
Bachelor of Business Adminstration, Finance

Howard Buckler Howard Buckler Richmond, Virginia Area Details
Howard Buckler's Wells Fargo Advisors, LLC Experience January 2009 - April 2012
Job Investment Systems Analyst at Wachovia Securities
Industry Financial Services
Experience
SunTrust Bank  January 2013 - September 2013
Wells Fargo Advisors, LLC   January 2009 - April 2012
Wachovia Securities Financial Network  January 2007 - December 2009
BrownGreer  2006 - 2006

Skills
Series 7, Securities, Fixed Income, Equities

Education
Albright College   1991 — 1993
Bachelor of Science (B.S.), Mathematics and Physics

Sonya M. Edwards, MBA Sonya M. Edwards, MBA Charlotte, North Carolina Area Details
Sonya M. Edwards, MBA's Wells Fargo Advisors, LLC Experience October 2009 - Present
Job Sr. Technical Analyst at Wells Fargo Advisors, LLC
Industry Information Technology and Services
Experience
Wells Fargo Advisors, LLC   October 2009 - Present
Regal Worldwide Consulting Group, LLC   November 2002 - Present
Wachovia Securities  February 2008 - February 2009
Metavante Corp.  December 2005 - February 2007
BETA Systems  1987 - 2006
The Thomson Corporation  March 1997 - December 2005

Skills
Business Analysis, Business Strategy, Collaboration, Project Management, Business Planning, Visio

Education
Alverno College   2000 — 2004
BA, Business Administration

Cardinal Stritch University   1998 — 2001
MBA, Information Technology

Curtis Nethery Curtis Nethery Midland, Texas Details
Curtis Nethery's Wells Fargo Advisors, LLC Experience June 2001 - August 2010
Job Project Manager at Warren Cat
Industry Machinery
Experience
Warren Cat  July 2013 - Present
NorAm Power Systems   June 2011 - July 2013
NorAm Power Systems   August 2010 - June 2011
Wells Fargo Advisors, LLC   June 2001 - August 2010
AVW Audio Visual   January 1998 - December 1999
La Mera Inc dba Santafe Junction   May 1995 - December 1997

Skills
Management, Power Generation, Project Management, Customer Service, Forecasting, Project Planning, Team Building, Strategic Planning, New Business Development, Operations Management, Contract Negotiation, Budgets, Product Development, Account Management, Leadership, Manufacturing, Strategy, Process Improvement, Business Development, Team Leadership, Risk Management, Product Management, Marketing, Marketing Strategy

Education
University of Texas of the Permian Basin   2000 — 2001
BBA

Angelo State University   1986 — 1996

Kelly Hume Kelly Hume Greater St. Louis Area Details
Kelly Hume's Wells Fargo Advisors, LLC Experience March 2006 - Present
Job Web Interaction Designer & Producer
Industry Internet
Experience
Wells Fargo Advisors, LLC   March 2006 - Present
A.G. Edwards   February 2001 - March 2006

Skills
Interaction Design, User Experience, CSS, Dreamweaver, AJAX, Photoshop, JavaScript, Flash, ActionScript, Adobe Creative Suite

Education
Art Institute of Pittsburgh   2006 — 2010
BS, Interactive Media and Web Design

Southwestern Illinois College   2000 — 2004
AAS, Web Development and Administration

Jeff Auwinger, CFP® Jeff Auwinger, CFP® Sacramento, California Area Details
Jeff Auwinger, CFP®'s Wells Fargo Advisors, LLC Experience November 2005 - Present
Job Associate Vice President Investments at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 2005 - Present
Morgan Stanley  May 1997 - November 2005

Education
Arizona State University   1998 — 2001
B.S., Business Finance

Arizona State University - W. P. Carey School of Business   1997 — 2001
B.S. - Finance

Andre J. Lambros, CFP®, AAMS®, ADPA℠ Andre J. Lambros, CFP®, AAMS®, ADPA℠ West Palm Beach, Florida Area Details
Andre J. Lambros, CFP®, AAMS®, ADPA℠'s Wells Fargo Advisors, LLC Experience June 2002 - Present
Job Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 2002 - Present
Fiorella Insurance   August 2001 - May 2002
Gary Financial Group   August 1997 - August 2001

Skills
401(k) Rollovers, Asset Allocation, Business-owner Planning, Financial Advisory, Financial Services, Insurance, Investment Strategies, Relationship Management, Retirement Planning, Risk Management, Annuities, Strategic Planning, Tax-efficient Strategies, Wealth-preservation...

Education
Barry University - Adrian Dominican School of Education   1996 — 2003
MS, Human Resources Development & Administration

Florida International University - College of Business   1994 — 1997
BBA, Management

Indian River State College   1982 — 1984
AA

Babson College   1981 — 1982
Business

Staples High School   1978 — 1981

Coleytown

Jerry Zelko Jerry Zelko Newport Beach, California Details
Jerry Zelko's Wells Fargo Advisors, LLC Experience February 2007 - Present
Job First Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2007 - Present
UBS Wealth Management  March 1997 - February 2007
Best Buy  1989 - 1995

Skills
Asset Allocation, Mutual Funds, Investments, Insurance, Retirement Planning, Investment Strategies, Alternative Investments

Education
Azusa Pacific University   1998 — 2000
BS, Applied Management

Brittany Speciale Brittany Speciale Dallas/Fort Worth Area Details
Brittany Speciale's Wells Fargo Advisors, LLC Experience March 2003 - Present
Job Senior Client Associate at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 2003 - Present

Education
Augustana College   1998 — 2002
Marketing/Mngmt/Spanish

Larry Healer Larry Healer Snyder, Texas Details
Larry Healer's Wells Fargo Advisors, LLC Experience 2007 - March 2011
Job Consultant at Hodges Regulatory Compliance
Industry Oil & Energy
Experience
Hodges Regulatory Compliance   July 2014 - Present
SSA Marine  June 2011 - July 2014
Wells Fargo Advisors, LLC   2007 - March 2011
CUNA Mutual  September 2009 - 2010
Jackson Hewitt Tax Service  October 2002 - July 2006
Petro Stopping Centers  1999 - 2002
Love's Travel Stops  1997 - 1998

Skills
Training

Education
Texas Tech University   1990 — 1994
BA, History

Angelo State University   1989 — 1990
None, Undecided

West Texas A&M University   1988 — 1989
None, Undecided

Sean E Riley, CFP®, CIMA®, AIF® Sean E Riley, CFP®, CIMA®, AIF® Scottsdale, Arizona Details
Sean E Riley, CFP®, CIMA®, AIF®'s Wells Fargo Advisors, LLC Experience April 2009 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2009 - Present
UBS Wealth Management  May 2001 - April 2009
Merrill Lynch  June 1998 - May 2001

Skills
Asset Allocation, Retirement Planning, Corporate Retirement..., ERISA, Investment Advisory, Series 7, Investments, Portfolio Management

Education
Arizona State University
Bachelor of Science (B.S.), Finance

Tom Mboya Owiti, MBA, AWMA® Tom Mboya Owiti, MBA, AWMA® Madison, Wisconsin Area Details
Tom Mboya Owiti, MBA, AWMA®'s Wells Fargo Advisors, LLC Experience November 2012 - June 2014
Job Principal, Financial and Wealth Advisor
Industry Financial Services
Experience
Parousia Life Matters, LLC   June 2014 - Present
Wells Fargo Advisors, LLC   November 2012 - June 2014
Center for Independent Research   December 2011 - July 2012
Kellogg Company  July 2004 - March 2011
Save the Children (UK)   February 1999 - May 2001
Block Hotels Kenya   September 1997 - February 1999

Skills
Financial Services, Wealth Management, Retirement Planning, Investment Management, College Education..., Multigenerational..., Collaborative Financial..., Sudden Wealth Advisory, Risk Management, Business Strategy, Leadership, Business Planning, Life and Health..., Variable Life and..., Series 7, Series 66, Investment Strategies, Relationship Management, Asset Allocation, 401k Rollovers, Business succession..., Accounting, Financial Analysis, Finance, Financial Planning

Education
The American College   2015 — 2016
Certification in Financial Planning, CFP and ChFC

College for Financial Planning   2013 — 2014
Accredited Wealth Management Advisor, Finance and Financial Management Services

Change Guides LLC   2011 — 2011
Certificate, Change Manangement

Western Michigan University - Haworth College of Business   2002 — 2004
MBA, Finance

University of Eastern Africa Baraton   1988 — 1992
BBA, Accounting

Peter Ressler AIF® Peter Ressler AIF® Greater Philadelphia Area Details
Peter Ressler AIF®'s Wells Fargo Advisors, LLC Experience December 2007 - Present
Job Senior Financial Advisor, First Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   December 2007 - Present
Commerce Capital Markets  February 2001 - December 2007

Skills
Retirement Planning, Investments, Asset Allocation, Retirement, Insurance, Finance, 401k, Securities, Sales, Mutual Funds, Financial Analysis, Investment Strategies, Asset Management, Financial Services, Risk Management

Education
Villanova University   1999 — 2001
Master of Business Administration (M.B.A.)

American University   1994 — 1994
Public and Constitutional Law

Lycoming College   1990 — 1994
Bachelor's Degree, Political Science and Biology

Deborah A. Solomon Deborah A. Solomon Greater New York City Area Details
Deborah A. Solomon's Wells Fargo Advisors, LLC Experience May 2000 - Present
Job Vice PresidentInvestments Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2000 - Present

Education
American University   1976 — 1980
BS/BA Business Administration, Marketing

Carol Jordan Carol Jordan Phoenix, Arizona Details
Carol Jordan's Wells Fargo Advisors, LLC Experience June 2009 - Present
Job Financial Advisor at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 2009 - Present

Education
Arizona State University
Bachelor's degree

David van der Wekken David van der Wekken Greater St. Louis Area Details
David van der Wekken's Wells Fargo Advisors, LLC Experience June 2013 - Present
Job Sr. Learning and Development Consultant Strategy at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 2013 - Present
Wells Fargo Advisors, LLC   May 2011 - May 2013
Wells Fargo Advisors, LLC   September 2008 - May 2011
Wells Fargo  July 2005 - September 2008
Qwest Communications  February 2003 - March 2005
Delta Air Lines  January 1999 - February 2003

Skills
Credit, Financial Services, Portfolio Management, Mutual Funds, Management, Wealth Management, Process Improvement, Risk Management, Investments, Mortgage Lending, Finance, Loans, Strategic Financial..., Asset Management, Retirement Planning, Strategy, Team Leadership, Customer Service, Series 7, Banking, Sales Management, Leadership, Microsoft Office, Team Building, Coaching, Securities, Financial Planning

Education
Ashford University
Bachelor's degree, Organizational Management

Salt Lake Community College
Associate's degree, General Studies

Becky Gentry Becky Gentry Reading, Pennsylvania Area Details
Becky Gentry's Wells Fargo Advisors, LLC Experience September 2002 - October 2012
Job PCG PF Senior Registered Client Associate at Wert Investment Consulting Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wert Investment Consulting Group of Wells Fargo Advisors, LLC   March 2014 - Present
Wells Fargo Bank N.A.   October 2013 - March 2014
Wells Fargo  October 2012 - October 2013
Wells Fargo Advisors, LLC   September 2002 - October 2012

Skills
Microsoft Excel, Microsoft Office

Education
Alvernia College   2010 — 2012
Master of Business Administration (MBA)

Alvernia College   2007 — 2009
Bachelor of Science (B.S.), Accounting

Karen LaLone Karen LaLone Phoenix, Arizona Area Details
Karen LaLone's Wells Fargo Advisors, LLC Experience July 1988 - Present
Job Control Specialist at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 1988 - Present

Education
Arizona State University
B.S., Criminal Justice

Brad D. Richardson Brad D. Richardson Scottsdale, Arizona Details
Brad D. Richardson's Wells Fargo Advisors, LLC Experience November 2011 - Present
Job Senior Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 2011 - Present
Morgan Stanley  1987 - 2011
Paine Webber  1985 - 1987
Boettcher & Co.   1981 - 1985

Skills
Securities, Risk Management, Financial Services, Insurance, Retirement Planning

Education
Arizona State University
Master of Business Administration (M.B.A.), Finance and Financial Management Services

University of Idaho
Bachelor's degree-Cum Laude, Banking, Corporate, Finance, and Securities Law

Ken Pardue Ken Pardue Greater St. Louis Area Details
Ken Pardue's Wells Fargo Advisors, LLC Experience October 2004 - Present
Job Managing Director, Retirement Plans at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2004 - Present
Ameriprise Financial  2002 - 2004

Education
Appalachian State University   1985 — 1988
BS, Finance & Insurance

Anthony Musaraca Anthony Musaraca Greater Chicago Area Details
Anthony Musaraca's Wells Fargo Advisors, LLC Experience March 2010 - August 2011
Job Orthopedic Technician/Service Rep at Medsource, LLC
Industry Financial Services
Experience
Medsource LLC  August 2012 - Present
WELLS FARGO ADVISORS, LLC   March 2010 - August 2011
J and J Service and Repair   June 2005 - June 2011

Skills
Customer Service, Marketing, Sales, Leadership, Motivation, Employee Training, Networking, Event Planning, Data Entry, Public Speaking, Social Media, Social Networking, Time Management

Education
Aurora University   2006 — 2010
Marketing

Kaneland High School   2003 — 2006
High School Diploma

Anne DeBowes Anne DeBowes Hamden, Connecticut Details
Anne DeBowes's Wells Fargo Advisors, LLC Experience July 2011 - Present
Job First Vice President Investments, Financial Advisor Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC  July 2011 - Present
JPMorgan Chase  March 1994 - July 2011
JPMorgan Chase  March 1994 - July 2011
Union Trust Company  1979 - 1983

Skills
Retirement Planning, Investments, Asset Allocation, Mutual Funds, Securities, Equities, 401k, Retirement, Strategic Planning, Financial Advisory

Education
Albertus Magnus College
BA, History

sudhakar vetcha sudhakar vetcha Charlotte, North Carolina Area Details
sudhakar vetcha's Wells Fargo Advisors, LLC Experience October 2009 - September 2010
Job Sr. Systems Analyst
Industry Information Technology and Services
Experience
TIAA-CREF  July 2010 - Present
Wells Fargo Advisors, LLC   October 2009 - September 2010
Starwood Hotels & Resorts Worldwide, Inc.   March 2008 - October 2009
Auto-Owners Insurance  February 2005 - November 2006
ARIBA BUYER   March 2004 - February 2005
ELECTRONIC DATA INTERCHANGE   April 2002 - November 2002
Ariba Contract Compliance   March 2001 - March 2002
Softpath System LLC  February 1998 - January 2001

Skills
Quality Center, QTP, Software Quality..., Visio, User Acceptance Testing, Test Management, SDLC, Quality Control, Performance Center, Unix, Quality Assurance, Oracle, Software Project..., Requirements Analysis, Requirements Gathering, Test Planning

Education
Nagarjuna University   1993 — 1997
Bachelor's in Technology

Alan Koepplin Alan Koepplin Greater New York City Area Details
Alan Koepplin's Wells Fargo Advisors, LLC Experience June 2010 - March 2013
Job CEO/CIO Koepplin Family Trust
Industry Investment Management
Experience
HSBC Retail Banking and Wealth Management  March 2013 - May 2014
Wells Fargo Advisors LLC  June 2010 - March 2013
Carret Asset Management  2003 - 2008
Trust Company of the West  2001 - 2003
SG Cowen Asset Management   1995 - 2001
BNY Mellon  1985 - 1992

Skills
Portfolio Management, Finance, Investments, Equities, Mutual Funds, Asset Management, Management, Fixed Income, Asset Allocation, Securities, Series 7, Wealth Management

Education
Adelphi University   1985 — 1987
MS, Finance

LIU Post   1974 — 1977
BS Finance, Finance, General

Thomas Moriarty CFP® Thomas Moriarty CFP® Morganton, North Carolina Details
Thomas Moriarty CFP®'s Wells Fargo Advisors, LLC Experience April 2014 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2014 - Present
Evolve Promos   November 2011 - June 2014
Wells Fargo Advisors, LLC   June 2013 - April 2014
Fidelity Investments  November 2006 - March 2010

Skills
Business Development, Marketing Strategy, Marketing, Account Management, Business Strategy, Strategic Planning, Financial Markets, Certified Financial..., Retirement Planning, Investments, Small Business, 401k Rollovers, Insurance, Financial Services, Retirement, Finance, Financial Planning, Portfolio Management, Estate Planning, Risk Management, Mutual Funds, Customer Service, Wealth Management

Education
Assumption College
Bachelor of Economics

SUSAN C GUMP SUSAN C GUMP Cleveland/Akron, Ohio Area Details
SUSAN C GUMP's Wells Fargo Advisors, LLC Experience November 1992 - Present
Job SENIOR CLIENT ASSOCIATEOFFICER at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 1992 - Present
KeyBanc Capital Markets  March 1991 - March 1992
Merrill Lynch  August 1990 - February 1991

Skills
Financial Services, Series 7, Series 63, Uniform Combined State..., Wealth Management, Retirement Planning, Asset Allocation, Series 65, Securities, Mutual Funds, Investments, 401k Rollovers, FINRA, SERIES 7 LICENSED

Education
Akron School of Practical Nursing
Nursing Education

UNIVERSITY OF AKRON

Robert Elkins Robert Elkins Sarasota, Florida Area Details
Robert Elkins's Wells Fargo Advisors, LLC Experience November 2014 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 2014 - Present
UBS Financial Services Inc.  February 2007 - November 2014
Morgan Stanley  January 1995 - February 2007
Kemper Securities  1990 - January 1995
Prudential Securities  December 1982 - 1990

Skills
Asset Allocation, Retirement Planning, Alternative Investments, Investment Strategies, Investments, Mutual Funds, Securities, Equities

Education
Adelphi University   1971 — 1973
Bachelor of Arts (B.A.), Psychology

Northeastern University   1969 — 1970
Accounting

Grant Peterson Grant Peterson Phoenix, Arizona Area Details
Grant Peterson's Wells Fargo Advisors, LLC Experience June 2010 - November 2013
Job Vice President of Arizona Central Financial Services, Investment Advisor Representative at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors  September 2014 - Present
ING Financial Partners  December 2013 - September 2014
Wells Fargo Advisors, LLC   June 2010 - November 2013
Silverleaf Country Club  May 2006 - April 2011

Education
Arizona State University, W. P. Carey School of Business
Bachelor of Science (B.S.), Finance

Tina Dutko Tina Dutko Greater St. Louis Area Details
Tina Dutko's Wells Fargo Advisors, LLC Experience January 2001 - February 2014
Job Business Development Project Manager
Industry Marketing and Advertising
Experience
Challenge Unlimited, Inc.   September 2014 - Present
Wells Fargo Advisors, LLC   January 2001 - February 2014

Skills
Management, Strategy, Marketing, Financial Services, Analytics, Portfolio Management, Project Management, Business Development, Risk Management, Banking, Business Analysis, Analysis, Product Marketing, Newsletters, Investments, Financial Analysis, Strategic Financial..., Process Improvement, Series 7, Proposal Writing, Government Proposals, Proposal Management

Education
Ashford University   2009 — 2011
Masters, MBA with Project Management

Southern Illinois University, Edwardsville   1998 — 2000
Bachelors, Liberal Studies

Srinivas Mandu Srinivas Mandu Greater Seattle Area Details
Srinivas Mandu's Wells Fargo Advisors, LLC Experience 2009 - August 2011
Job Senior Consultant at Capgemini
Industry Telecommunications
Experience
Capgemini  January 2014 - Present
Duke Energy Corporation  August 2011 - January 2014
Principle Solutions Group  August 2011 - January 2014
Wells Fargo Advisors, LLC   2009 - August 2011
Infosys  December 2005 - August 2011

Skills
Unix Shell Scripting, Data Warehousing, ETL, Informatica, DB2, Microsoft SQL Server, Autosys, Data Modeling, Requirements Analysis, SQL Server Management..., SQL Tuning, Business Analysis, Workload Automation, Quality Center, Teradata Data Warehouse, Shell Scripting, Big Data Analytics, Hive, Hadoop

Education
Andhra University   2001 — 2005
BE, Mechanical Engineering

Savanna Sutton Savanna Sutton Charleston, South Carolina Area Details
Savanna Sutton's Wells Fargo Advisors, LLC Experience July 2013 - Present
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2013 - Present
Vanguard  June 2012 - July 2013
The Vanguard Group  May 2011 - June 2012
Red Ventures  December 2010 - March 2011

Skills
Customer Service, Project Management, CRM, Advertising, PowerPoint

Education
Appalachian State University   2005 — 2009
Bachelor of Science (B.S.) Business Administration, International Business and German Lnaguage

Julio Guemes Julio Guemes Miami/Fort Lauderdale Area Details
Julio Guemes's Wells Fargo Advisors, LLC Experience March 2007 - Present
Job Managing DirectorInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 2007 - Present
Oppenheimer & Co.   July 1994 - February 2007
Barclays Bank  October 1984 - July 1994
Grupo Juncal de Seguros   1980 - 1981

Education
Babson College   1981 — 1984
Bachelor Science, Finance, Investments, Economics

St. George's College   1970 — 1979
High School, Bachillerato and O Levels

Michael C. Brown Michael C. Brown Phoenix, Arizona Area Details
Michael C. Brown's Wells Fargo Advisors, LLC Experience January 1996 - Present
Job Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 1996 - Present

Education
Arizona State University   1992 — 1994
Bachelor of Applied Science (B.A.Sc.), Finance, General

Brett Hober Brett Hober Spokane, Washington Area Details
Brett Hober's Wells Fargo Advisors, LLC Experience January 2001 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2001 - Present

Skills
Retirement Planning, Mutual Funds, Asset Allocation, Investments, Investment Strategies, Securities, Customer Service, Public Speaking

Education
Arizona State University   1988 — 1992
BS, Marketing

Sentinel High School   1984 — 1988
General Studies

Angela Karlstad Angela Karlstad Saint Louis, Missouri Details
Angela Karlstad's Wells Fargo Advisors, LLC Experience July 2009 - September 2011
Job Business Analyst at Wells
Industry Financial Services
Experience
Wells  May 2012 - Present
Wells Fargo Advisors, LLC   July 2009 - September 2011
Wells Fargo Investments  August 2009 - July 2010
Wells Fargo Advisors, LLC   2009 - 2010
Wells Fargo Bank  2008 - 2009
Wells Fargo Bank  2008 - 2009
Washburn Computer Group  2006 - 2008
Wells Fargo Phone Bank  2003 - 2005

Skills
Series 7, Series 63, Mutual Funds, Uniform Combined State..., Securities, Investments, FINRA, 401k, Options, Wealth Management, Banking, Retirement, Bonds, Brokerage, Equities, IRAs

Education
Anoka Ramsey Community College
International Business, Business & Economics

Mark Musaraca CFP® Mark Musaraca CFP® Greater Chicago Area Details
Mark Musaraca CFP®'s Wells Fargo Advisors, LLC Experience January 2009 - Present
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors. LLC  January 2009 - Present
Wachovia Securities Financial Network  May 2007 - January 2009
A.G. Edwards & Sons, Inc.   January 1993 - May 2007
Oberweis Securities Inc   March 1983 - January 1993

Skills
401(k) Rollovers

Education
Aurora University   1982 — 1984
Economic Theory, Economics

Waubonsee Community College   1979 — 1981
Associate of Arts (AA), Liberal Arts

East Aurora High   1976 — 1979

Aurora Central Catholic High School   1975 — 1976

Our Lady of Good Counsel   1967 — 1975

James McQuade James McQuade Greater New York City Area Details
James McQuade's Wells Fargo Advisors, LLC Experience
Job Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  

Skills
Investments, Retirement Planning, Securities, Wealth Management, Investment Advisory, IRAs, Mutual Funds, Series 7, Asset Allocation, Portfolio Management, Retirement

Education
Hofstra University
Certificate in Non-Profit Management, Non-Profit

Adelphi University
CFP®, Financial Planning

New York University
Masters credits, Banking and Finance

Saint John's University
BBA, Finance

Judith Zillner Judith Zillner Kansas City, Missouri Area Details
Judith Zillner's Wells Fargo Advisors, LLC Experience RepresentativeMetLife ResourcesJuly 2005 - June 2007
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   RepresentativeMetLife ResourcesJuly 2005 - June 2007

Education
Avila University   1980 — 1984
M.S., Psychology and Mental Health Services

The University of Kansas   1973 — 1975
B.S.N., Nursing

Marquette University   1964 — 1969
A.B., Psychology and Elementary Education

Marc T. Nettles, CFP® Marc T. Nettles, CFP® Greater Philadelphia Area Details
Marc T. Nettles, CFP®'s Wells Fargo Advisors, LLC Experience March 1995 - Present
Job VicePresident Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 1995 - Present

Education
Albright College
BA, Economics

Temple University
MBA, Marketing and Finance

Stacey Sindon Stacey Sindon Miami/Fort Lauderdale Area Details
Stacey Sindon's Wells Fargo Advisors, LLC Experience Interior DesignerRobb & Stucky InteriorsJuly 2006 - January 2008
Job Teller at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   Interior DesignerRobb & Stucky InteriorsJuly 2006 - January 2008

Education
Art Institute of Fort Lauderdale   2003 — 2003
bachelors, Interior Design

Kymberly Nelson Kymberly Nelson Richmond, Virginia Area Details
Kymberly Nelson's Wells Fargo Advisors, LLC Experience June 1996 - Present
Job Team Leader at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 1996 - Present

Education
Ashford University   2012 — 2015
Bachelor of Arts Program, Accounting, 3.0

Nolen Lamberth Nolen Lamberth Auburn, Alabama Details
Nolen Lamberth's Wells Fargo Advisors, LLC Experience April 2011 - May 2014
Job
Industry Investment Management
Experience
Stifel Nicolaus  May 2014 - Present
Wells Fargo Advisors LLC  April 2011 - May 2014
Synovus Bank  May 2010 - February 2011
Russell Lands  January 2007 - August 2007

Skills
Retirement Planning, Event Planning, Investment Advisory, Real Estate, Fixed Annuities, Mutual Funds, Finance, Credit, Asset Allocation, Financial Services, Sales, Investments, Wealth Management

Education
Auburn University   2006 — 2009
Bachelor of Business Administration (B.B.A.), Finance

Benjamin Russell High School

Richard Ruckart Richard Ruckart Charlotte, North Carolina Area Details
Richard Ruckart's Wells Fargo Advisors, LLC Experience December 2006 - Present
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   December 2006 - Present

Education
Appalachian State University
Bachelor of Science, Business Administration (Finance)

Eva Kelly Eva Kelly New York, New York Details
Eva Kelly's Wells Fargo Advisors, LLC Experience July 2011 - April 2014
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  April 2014 - September 2015
Wells Fargo Advisors, LLC   July 2011 - April 2014
Wells Fargo Advisors  July 2011 - April 2012
Natixis North America  October 2010 - May 2011

Skills
Finance

Education
Université de la Méditerranée (Aix-Marseille II)   2002 — 2005
Bachelor's degree, Economics

Akademia Wychowania Fizycznego im. Eugeniusza Piaseckiego w Poznaniu   2000 — 2005
Master's degree, Business Management

Charles J. Carroll Charles J. Carroll Battle Creek, Michigan Details
Charles J. Carroll's Wells Fargo Advisors, LLC Experience February 1995 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 1995 - Present

Skills
Retirement, Investments, Retirement Planning, Asset Allocation, Mutual Funds, Securities, Investment Strategies, Alternative Investments, Equities, Fixed Income, Financial Advisory, Fixed Annuities, Strategic Investment...

Education
Albion College   1978 — 1982
Bachelor of Arts (B.A.), Economics and Management

Velasquez Sarah Velasquez Sarah Honolulu, Hawaii Details
Velasquez Sarah's Wells Fargo Advisors, LLC Experience March 2009 - Present
Job Associate Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 2009 - Present
Morgan Stanley  May 2003 - March 2009

Skills
Wealth Management, Investments, Retirement Planning, Portfolio Management, Mutual Funds, Financial Analysis, Equities, Banking, Securities, Asset Allocation, Retirement, Investment Advisory

Education
Ateneo de Manila University   1999 — 2002
Master of Business Administration (MBA)

Jerry Heine Jerry Heine Wayzata, Minnesota Details
Jerry Heine's Wells Fargo Advisors, LLC Experience November 1988 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 1988 - Present
Piper, Jaffray, and Hopwood   August 1978 - November 1988

Education
Arizona State University   1974 — 1976
Bachelor's degree, Business Administration

Joshua M. Glass Joshua M. Glass Greater Los Angeles Area Details
Joshua M. Glass's Wells Fargo Advisors, LLC Experience June 2007 - Present
Job Managing Director Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 2007 - Present
UBS Financial Services  June 2003 - June 2007

Skills
Customized Investment..., Retirement Planning, Annuities, Long Term Care Insurance, Corporate & Executive..., Alternative Investments, Financial Services, I can offer access to...

Education
University of Miami   1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance

Campbell Hall High School   1994 — 1998

International University of Monaco
International Business & Finance

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