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),

Wells Fargo Advisors, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo Advisors, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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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
Bruce Rudenberg Bruce Rudenberg Miami, Florida Details
Bruce Rudenberg's Wells Fargo Advisors, LLC Experience April 2009 - Present
Job Senior Vice President Investments Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2009 - Present
Paine Webber  1994 - 2002

Skills
Financial Modeling, Series 7, Portfolio Management, Equities, Wealth Management, Asset Management, Investments, Alternative Investments, Investment Advisory, Retirement Planning, Strategic Financial..., Asset Allocation, Mergers & Acquisitions

Education
Northern Illinois University - College of Business   1970 — 1974
Bachelor of Science (B.S.), Business Administration and Management, General

Brian Kotowski Brian Kotowski Greater Chicago Area Details
Brian Kotowski's Wells Fargo Advisors, LLC Experience August 2006 - Present
Job Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2006 - Present

Education
Northern Illinois University   2003 — 2007
Bachelor of Science (BS), Human Resources Management and Services

Jerry Beto Jerry Beto Boise, Idaho Area Details
Jerry Beto's Wells Fargo Advisors, LLC Experience 1991 - August 2011
Job Managing Principal at Beto Randolph Wealth Management
Industry Financial Services
Experience
Beto Randolph Wealth Management   August 2011 - Present
Wells Fargo Advisors, LLC   1991 - August 2011
Morrison Knudsen  1977 - 1988

Education
Purdue University - Krannert School of Management   1967 — 1968
MSIA, Finance

Montana State University-Bozeman   1963 — 1967
BSIE, Industrial Engineering

Jennifer Gabriel Jennifer Gabriel Evergreen, Colorado Details
Jennifer Gabriel's Wells Fargo Advisors, LLC Experience October 2013 - Present
Job Registered Client Associate, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2013 - Present
State of Colorado  May 2011 - October 2013
LPL Financial  December 2009 - May 2011
Loveland Ski Area  October 2010 - April 2011
Wells Fargo  August 2007 - December 2009
Wells Fargo  2004 - 2007
Emerita   2001 - 2003
Gardenburger, Inc.   1997 - 2001
Dole Food Company  1995 - 1997
Organic Food Products   1993 - 1995

Skills
Management, Strategy, Strategic Planning, Budgets, CRM, Sales, Pricing, Project Planning, Microsoft Excel, Training, Retail, Program Management, Customer Service, Event Management, Music, Executive Administrative, Administrative Functions, Microsoft Office, Food, Advertising, Start-ups, Business Planning, Sales Management, Human Resources, Finance, Leadership, Marketing, Purchasing, Public Relations, Entrepreneurship, Social Networking, Efficiency, Category Management

Education
Northwestern University   1983 — 1984
M M, Music

Oberlin College   1981 — 1983
B M, Music

University of Evansville   1979 — 1981
Music performance

Interlochen Arts Academy   1977 — 1979
diploma, Music performance - clarinet

Deanna McLendon Deanna McLendon Metairie, Louisiana Details
Deanna McLendon'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 Times-Picayune  1999 - 2012

Skills
Investments, Retirement, Strategic Financial..., Asset Allocation, Securities, Financial Advisory, Investment Strategies, Education and estate..., Long-standing knowledge..., Communication Skills, Writing

Education
Northwestern University   1998 — 1999
Master of Science (M.S.), Reporting and writing; editing subspecialty

University of South Carolina-Columbia   1993 — 1997
Bachelor of Arts (BA), Print journalism

Jamie M. Waldren, CFP® Jamie M. Waldren, CFP® Columbia, Maryland Details
Jamie M. Waldren, CFP®'s Wells Fargo Advisors, LLC Experience March 2012 - Present
Job Managing Director Investments
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 2012 - Present
Legg Mason Wood Walker, Inc  February 1992 - March 2012

Skills
Business Advisory..., ESOPs, Investments, Mergers & Acquisitions, Risk Management, Trust & Fiduciary..., Retirement Plan..., Financial Planning

Education
Missouri Western State University   1974 — 1978
Bachelor's Degree

David Luetkemeyer David Luetkemeyer United States Details
David Luetkemeyer's Wells Fargo Advisors, LLC Experience 2010 - Present
Job Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2010 - Present
Morgan Stanley Smith Barney  2006 - 2010
Merrill Lynch  1998 - 2006

Education
Missouri State University   1973 — 1975
Bachelor's degree, Finance, General

Missouri University of Science and Technology   1971 — 1972

Robert Corona Robert Corona San Mateo, California Details
Robert Corona's Wells Fargo Advisors, LLC Experience May 2001 - September 2014
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2014 - Present
Wells Fargo Advisors, LLC   May 2001 - September 2014
Smith Barney  March 1993 - May 2001
California Concerts   1990 - February 1993

Education
Monterey Peninsula College   1969 — 1971
Associate of Arts (A.A.), Music Performance, General

Seaside High School   1967 — 1969
High School Diploma, Music

Jeremy C. Jones Jeremy C. Jones Atlanta, Georgia Details
Jeremy C. Jones's Wells Fargo Advisors, LLC Experience 2012 - 2014
Job Financial Advisor at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management  2014 - Present
Wells Fargo Advisors, LLC   2012 - 2014
Herndon Capital Management  2007 - 2011
Wachovia Securities  2005 - 2007

Skills
Financial Analysis, Investments, Financial Modeling, Valuation, Equities, Bloomberg, Mutual Funds, Portfolio Management, Asset Management, Wealth Management, Financial Reporting, Due Diligence

Education
Morehouse College   2001 — 2005
Bachelor of Arts (BA), Business Administration/Finance, magna cum laude

Justin J. Kumar Justin J. Kumar Greater Chicago Area Details
Justin J. Kumar's Wells Fargo Advisors, LLC Experience January 2012 - May 2015
Job Senior Portfolio Manager at Arlington Capital Management
Industry Investment Management
Experience
Arlington Capital Management   June 2015 - Present
Wells Fargo Advisors, LLC   January 2012 - May 2015
The Byerly Group   January 2009 - December 2011
Bank of America  September 2007 - January 2009

Skills
Portfolio Management, Investments, Risk Management, Wealth Management, Finance, Business Planning, Analysis, Retirement Planning, Economics, Estate Investment..., Financial Services, Business Development, Investment Advisory, Asset Management, Insurance, Valuation

Education
Northwestern University   1998 — 2002
BA and MA, Economics, Statistics/Applied Mathematics (MMSS), Political Science

University School of Milwaukee   1994 — 1998
Diploma

Jonathan Moskowitz Jonathan Moskowitz Jacksonville, Florida Details
Jonathan Moskowitz's Wells Fargo Advisors, LLC Experience February 2009 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2009 - Present
Merrill Lynch  February 2004 - February 2009
Smith Barney  June 1998 - February 2004

Skills
Investments, Financial Advisory, Investment Strategies, Fixed Annuities, Finance, Retirement Planning, Variable Annuities, Mutual Funds, Wealth, Insurance, Risk Management, Asset Allocation, Retirement, Series 63, Wealth Management

Education
Nichols College   1988 — 1992
Bachelor of Science, Business Management

Lakeland High School, Shrub Oak, NY 10547   1984 — 1988

Keith Skidmore Keith Skidmore Naples, Florida Details
Keith Skidmore's Wells Fargo Advisors, LLC Experience March 1989 - Present
Job Associate Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 1989 - Present

Skills
Financial Advisory, Investment Strategies, Relationship Management, Risk Management, Estate Investment...

Education
North Carolina State University   1979 — 1983
Bachelor of Applied Science (BASc), Chemical Engineering

Nancy Thorsen Nancy Thorsen Naples, Florida Details
Nancy Thorsen's Wells Fargo Advisors, LLC Experience June 2012 - Present
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 2012 - Present
First American Bank  2009 - 2012
U.S. Trust   2005 - 2009
Northern Trust  1985 - 2005
Arthur Andersen & Co.   1983 - 1985

Education
Northern Illinois University - College of Business   1980 — 1983
Bachelor of Science, Accountancy, cum laude

Julie Hittle Julie Hittle Chandler, Arizona Details
Julie Hittle's Wells Fargo Advisors, LLC Experience February 2013 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2013 - Present
Sylvan Learning Center  October 2005 - October 2012

Education
Northern Arizona University   1992 — 1999
Master of Education (M.Ed.), Elementary Education

Ken Marker Ken Marker Overland Park, Kansas Details
Ken Marker's Wells Fargo Advisors, LLC Experience October 2010 - Present
Job Senior Financial Advisor, First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2010 - Present

Education
Missouri State University   1987 — 1991
Bachelor of Science (B.S.), Finance - Investments, Summa Cum Laude

John P Buechel, Jr. CFP,ChFC John P Buechel, Jr. CFP,ChFC Greater New York City Area Details
John P Buechel, Jr. CFP,ChFC's Wells Fargo Advisors, LLC Experience April 1994 - Present
Job Financial Advisor / Senior Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 1994 - Present

Skills
Retirement Planning, Investments, managment, finance, Mutual Funds, Asset Allocation, Retirement, Securities, Series 63, Wealth Management, Customer Service

Education
Montclair State University   1986 — 1990

Charles Shields Charles Shields Wayne, Pennsylvania Details
Charles Shields's Wells Fargo Advisors, LLC Experience May 1990 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 1990 - Present
US Navy  June 1964 - May 1990

Skills
Investments, Retirement Planning

Education
University of Pennsylvania - The Wharton School   1987 — 1988
Master of Business Administration (MBA), Finance, General

Naval Postgraduate School   1974 — 1975
Master of Science (M.S.), Statistics

Tatiana Pinho Tatiana Pinho Greater New York City Area Details
Tatiana Pinho's Wells Fargo Advisors, LLC Experience August 2009 - May 2011
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  May 2011 - Present
Wells Fargo Advisors, LLC   August 2009 - May 2011
Merrill Lynch  May 2003 - April 2009
International Program Consultants   September 1999 - May 2003

Education
New York University
Bachelor of Science - Physics Quantitative Reasoning

New York University
Bachelor of Arts - Journalism

Thunderbird School of Global Management
Masters, International Management, Finance

Sean Lenz Sean Lenz Kansas City, Missouri Details
Sean Lenz'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
Freightquote  March 2010 - August 2013

Skills
401k, 401k Rollovers, Financial Services, Insurance, Investments, Retirement, Retirement Savings, Securities, Mutual Funds, Bonds, Fixed Annuities, Variable Annuities, Microsoft Office, Microsoft Excel, PowerPoint, Relationship Management, Risk Management

Education
University of Central Missouri   2001 — 2006
Bachelor of Science (B.S.), Political Science

Missouri Valley College   2001 — 2001
Business Administration and Management, General

Jim Butkus Jim Butkus Florham Park, New Jersey Details
Jim Butkus's Wells Fargo Advisors, LLC Experience 2009 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2009 - Present
Morgan Stanley  1995 - 2000
Goldman Sachs  1990 - 1995

Skills
Investments, Fixed Income, Portfolio Management, Equities, Series 7, Asset Management, Financial Analysis, Mutual Funds, Series 63, Financial Services

Education
U. of Missouri-Columbia   1981 — 1983
M.S.W., Mental Health Counseling/Counselor

Northwest Missouri State University   1975 — 1978
BS.ed, Psychology

Liz Day Griffin Liz Day Griffin Pittsburgh, Pennsylvania Details
Liz Day Griffin's Wells Fargo Advisors, LLC Experience April 2012 - Present
Job Senior Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2012 - Present
Wells Fargo Advisors, LLC   August 2009 - September 2010
Morgan Stanley Smith Barney  September 2003 - August 2009

Education
Northern Michigan University
BA, French

Judy Nagel Judy Nagel Green Bay, Wisconsin Area Details
Judy Nagel's Wells Fargo Advisors, LLC Experience May 1990 - Present
Job Vice President Investment Officer, ChFC at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 1990 - Present
Merrill Lynch  July 1982 - May 1990
Northwestern Mutual  June 1981 - January 1982

Skills
Retirement Planning, Finance, Insurance, Small Business, Mutual Funds, Public Speaking, Investments, Strategic Planning, Financial Analysis, Leadership, Long-term Care, Budgets, Customer Service, Event Planning, Nonprofits

Education
North Iowa Area Community College   1969 — 1971
Associate of Arts, Liberal Arts

Mason City High School

Mason City High School

The American College
ChFC, Investment Planning

Tim Ratty Tim Ratty Fort Lauderdale, Florida Details
Tim Ratty's Wells Fargo Advisors, LLC Experience November 2009 - Present
Job Regional Brokerage Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 2009 - Present
Smith Barney  December 2008 - October 2009
Smith Barney  March 2006 - December 2008
Morgan Stanley  1998 - 2003

Skills
Investments, Wealth Management, Financial Advisory, Mutual Funds, Retirement, Asset Allocation, Securities, Insurance, Management, Leadership, Investment Advisory, Credit, Fiduciary Management

Education
Thomas Edison State College   2001 — 2004
Economics

Monmouth University   1989 — 1990
Criminal Justice

Dudley Brickhouse, CFA,CFP®, CAIA Dudley Brickhouse, CFA,CFP®, CAIA Savannah, Georgia Area Details
Dudley Brickhouse, CFA,CFP®, CAIA's Wells Fargo Advisors, LLC Experience September 2011 - October 2012
Job Investment Counselor at Boys, Arnold & Company
Industry Financial Services
Experience
Boys, Arnold & Company   November 2014 - Present
Sterne Agee  October 2012 - March 2014
Wells Fargo Advisors, LLC   September 2011 - October 2012
Morgan Stanley Investment Management / Van Kampen Funds   September 1997 - November 2007
Bank of America  May 1985 - August 1997

Education
North Carolina State University   1985 — 1987
Master of Science, Management

North Carolina State University   1980 — 1985
Bachelor of Science, Industrial Engineering

Susan L. Schmidt Susan L. Schmidt Greater Philadelphia Area Details
Susan L. Schmidt's Wells Fargo Advisors, LLC Experience May 2010 - Present
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2010 - Present
Charles Schwab & Co., Inc.   December 1986 - February 2010

Education
Montgomery County Community College   1984 — 1986

Montgomery County Community College
AS, Marketing

William Bryan Blair, CFP® William Bryan Blair, CFP® Charlotte, North Carolina Details
William Bryan Blair, CFP®'s Wells Fargo Advisors, LLC Experience August 2010 - September 2011
Job Client Management Specialist at CAPTRUST
Industry Financial Services
Experience
CAPTRUST  April 2015 - Present
Wells Fargo Private Bank  June 2013 - March 2015
Wells Fargo - Wealth, Brokerage and Retirement Division   September 2011 - June 2013
Wells Fargo Advisors, LLC   August 2010 - September 2011

Education
North Carolina State University   2006 — 2010
Bachelor's degree, Business Administration, 3.67

North Carolina State University   2006 — 2010
Bachelor's degree, Accounting, 3.67

Thomas Bivona Thomas Bivona Hartford, Connecticut Area Details
Thomas Bivona's Wells Fargo Advisors, LLC Experience October 2000 - Present
Job Managing Director Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2000 - Present
Wells Fargo Advisors, LLC   October 2000 - Present
Morgan Stanley  February 1993 - October 2000

Skills
Portfolio Management, Management, Finance, Financial Services, Financial Advisory, Series 7, Investments, Mutual Funds, Retirement Planning, Strategic Financial..., Financial Analysis, Asset Allocation

Education
Northeastern University   1986 — 1991
Bachelor's degree, Business Administration and Management, General

Cushing Academy   1983 — 1986
High School

Joshua Smithberger Joshua Smithberger Panama City Beach, Florida Details
Joshua Smithberger's Wells Fargo Advisors, LLC Experience 2014 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2014 - Present
US Navy Reserve  2012 - Present
Merrill Lynch  2012 - 2014
US Navy  1999 - 2012

Skills
401k Rollovers, Asset Allocation, Business Owner Planning, Estate Planning, Financial Advisory, Fixed Income Strategies, Insurance, Investment Planning, Investment Strategies, Retirement Planning, Stock Analysis, Strategic Planning, Wealth Preservation...

Education
Naval War College   2009 — 2010
Master of Arts (M.A.), Military Strategic Studies, General

United States Naval Academy   1995 — 1999
Bachelor of Science (BS), Mechanical Engineering

Todd Muehler Todd Muehler Aberdeen, South Dakota Details
Todd Muehler's Wells Fargo Advisors, LLC Experience November 2010 - August 2013
Job Assistant Professor and Dacotah Bank Scholar in Banking and Financial Services at Northern State University
Industry Higher Education
Experience
Northern State University  August 2013 - Present
Wells Fargo Advisors, LLC   November 2010 - August 2013
First National Bank South Dakota  September 2005 - August 2010
Edward Jones  December 2003 - September 2005
Dakota Wesleyan University  April 2002 - December 2003
Wells Fargo  April 1999 - January 2002
Norwest Bank (n/k/a Wells Fargo)   October 1996 - March 1999
Norwest Bank (n/k/a Wells Fargo)   May 1995 - October 1996
Kirkwood Bank & Trust   February 1994 - April 1995
The Prudential Insurance Company of America  March 1993 - October 1993

Skills
Banking, Financial Services, Strategic Financial..., Finance, Mortgage Lending, Credit, Portfolio Management, Loans, Wealth Management, Investments, Insurance, Asset Management, Financial Analysis, Retirement Planning, Mutual Funds, Strategic Planning, Public Speaking, Estate Planning, Management, Leadership, Relationship Management, Microsoft Office, Risk Management

Education
University of Colorado Boulder   2007 — 2009
Diploma of Graduation with Honors, Graduate School of Banking

Cannon Financial Services   1997 — 1999
Certificate of Completion, Employee Benefits School II, III and IV, Honor Graduate

Cannon Financial Services   1997 — 1997
Sales and Service for Relationship Managers

Norwest University - Norwest Bank Corporation   1997 — 1997
Investments II

Northwestern University   1995 — 1996
ABA National Graduate Trust School I and II

Norwest University - Norwest Bank Corporation   1995 — 1995
Trust Sales I

Northwestern University   1994 — 1994
Diploma of Graduation, American Bankers Association National Trust School

The University of North Dakota School of Law   1985 — 1988
JD, Law

The University of North Dakota   1981 — 1985
BBA, Management

Ryan Corbett, CFP® Ryan Corbett, CFP® Greater Chicago Area Details
Ryan Corbett, CFP®'s Wells Fargo Advisors, LLC Experience October 2006 - Present
Job Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2006 - Present
Chase Investment Services  June 2004 - July 2006
H&R Block Financial Advisors  June 1999 - May 2004

Skills
Investments, Financial Services, Risk Management, Financial Advisory, Retirement Planning, Insurance, Investment Planning, 401(k) Rollovers

Education
Northern Illinois University   1997 — 1999
Bachelor of Science, Finance

Rock Valley College   1995 — 1997
Associate of Arts, Business

Harlem High School

Harry Reidenbach Harry Reidenbach Lancaster, Pennsylvania Area Details
Harry Reidenbach's Wells Fargo Advisors, LLC Experience January 1985 - Present
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 1985 - Present

Skills
Financial Services, Fixed Annuities, Financial Advisory, Insurance, Risk Management, Financial Analysis, Banking, Retirement

Education
New York University School of Law   1974 — 1977
Doctor of Law (J.D.)

University of Pennsylvania - The Wharton School   1970 — 1974
Bachelor of Science (B.S.), Economics

Joseph Franciscone Joseph Franciscone Greater New York City Area Details
Joseph Franciscone's Wells Fargo Advisors, LLC Experience August 2007 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2007 - Present
Merrill Lynch  January 2002 - August 2006
Credit Suisse First Boston & DLJ   November 1998 - May 2001

Education
Montclair State University   1989 — 1995
BS Finance, Business - Finance

BHS

Margaret Szala Margaret Szala Chicago, Illinois Details
Margaret Szala's Wells Fargo Advisors, LLC Experience August 2011 - Present
Job Senior Registered Client Associate at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC  August 2011 - Present
Merrill Lynch  October 2009 - August 2011
Bank of America Investments  October 2008 - October 2009

Education
National Louis University   2000 — 2004
BA, Business

I LO W Rzeszowie, Poland   1995 — 1999
Biology/ Chemistry

John Abrams, CFP®, ChFC®, ADPA® John Abrams, CFP®, ChFC®, ADPA® Greater Chicago Area Details
John Abrams, CFP®, ChFC®, ADPA®'s Wells Fargo Advisors, LLC Experience January 2005 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2005 - Present
Morgan Stanley  January 2002 - 2005
Merrill Lynch  May 1998 - December 2001

Skills
Financial Services, Asset Allocation, Retirement Planning, Securities, Equities, Insurance, 401k Rollovers, Portfolio Management, Investments, Investment Management, Alternative Investments, stock analysis, Bonds, Fixed Annuities, Wealth Management..., Stock Valuation, Relationship Management, 401k, Estate Financial...

Education
Northern Illinois University
Bachelor of Arts (B.A.)

Ernie Koestner, CFP® Ernie Koestner, CFP® Dallas, Texas Details
Ernie Koestner, CFP®'s Wells Fargo Advisors, LLC Experience July 1988 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 1988 - Present

Skills
Investments, Investment Strategies, Retirement Planning, Finance, Certified Financial..., Estate Planning, Asset Allocation, Wealth Transfer, Financial Advisory, Marketing, Team Building, Retirement, Uniform Combined State..., Mutual Funds, Budgets, Customer Service

Education
Northern Michigan University   1978 — 1982
Bachelors of Science, Business Administration and Management, General

Emil Baczyk, CFP® Emil Baczyk, CFP® Greater New York City Area Details
Emil Baczyk, CFP®'s Wells Fargo Advisors, LLC Experience May 2010 - June 2011
Job Financial Advisor at PNC Investments, Certified Financial Planner™
Industry Financial Services
Experience
PNC Investments  June 2011 - Present
Wells Fargo Advisors, LLC   May 2010 - June 2011
Wachovia Bank  July 2003 - May 2010

Education
New York University
Executive Financial Planning Program

Rider University
MBA, Finance

Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.), Economics

Gerry Powery Gerry Powery Orlando, Florida Area Details
Gerry Powery's Wells Fargo Advisors, LLC Experience February 2009 - Present
Job Associate Vice President Investments at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2009 - Present
Merrill Lynch  April 1997 - January 2009

Skills
Investment Strategies, Retirement Plan...

Education
New York University - Leonard N. Stern School of Business   2009 — 2010
Certificate in Financial Planning

New York Institute of Technology-Old Westbury   1982 — 1989
Bachelor of Business Administration (B.B.A.), Finance

Joe Giardano Joe Giardano Dallas, Texas Details
Joe Giardano's Wells Fargo Advisors, LLC Experience November 2012 - May 2014
Job United Capital Financial Advisers, Girard Securities, Inc.
Industry Financial Services
Experience
Girard Securities, Inc.   June 2014 - Present
United Capital Financial Advisers  June 2014 - Present
Wells Fargo Advisors, LLC   November 2012 - May 2014
MassMutual Financial Group  August 2009 - November 2012
ARCHE   July 2007 - July 2009
Acorn Products   January 2006 - July 2007
Mephisto Shoes  November 1998 - January 2006
Cole Haan  March 1989 - November 1998

Skills
Strategic Financial..., Retirement, Strategy, Risk Management, Investments, Portfolio Management, Life Insurance, Retirement Planning, Disability Insurance, Strategic Planning, Loans, Direct Marketing, Finance, 401k, Financial Services, Accounting, Marketing, Long Term Care Insurance, Retail, Banking, Long-term Care, Investment Strategies, Marketing Strategy, Small Business, Management, Real Estate, Leadership, Training, Customer Service, Team Building, Sales, Insurance, Asset Allocation

Education
Missouri State University   1981 — 1986
Bachelor of Science, Organizational Communications

Curtis Twombly Curtis Twombly Greater St. Louis Area Details
Curtis Twombly's Wells Fargo Advisors, LLC Experience July 2006 - December 2011
Job Compliance Education Manager
Industry Professional Training & Coaching
Experience
Wells Fargo Advisors  June 2012 - Present
Wells Fargo Securities  December 2011 - May 2012
Wells Fargo Advisors, LLC   July 2006 - December 2011
Wells Fargo  May 2004 - July 2006
Charles Schwab  1996 - 2004
Basha for Governor   1994 - 1994

Skills
Training & Development, Curriculum Development, Curriculum Mapping, Curriculum Management, Curriculum Planning, Instructional Design, Performance Consulting, Change Management, Organizational..., Training Delivery, Sales Skills Training, New Business Development, Software Project..., Merger Communications, Business Integration, Business Process..., Business Process Design, Web Development, Marketing Communications, Corporate Communications, Business Relationship..., Team Management, Remote Team Management, Team Leadership, Leadership Development, Strategic Planning, Public Relations, Coaching, Mergers, Employee Training, Management, Training, Curriculum Design, Virtual Teams, Project Management, Organizational..., CRM, Blended Learning, Leadership, Regulatory Training, Strategic Communications, Learning Management, Banking, Needs Analysis, Risk Management, Analysis, Financial Services, Program Management, Instructor-led Training, Executive Coaching

Education
Apollo   1998 — 2000
Masters, Technology Management / Business Administration

University of Phoenix   1996 — 1999
Masters, Business Administration & Technology Management

Northern Arizona University   1989 — 1993
BS, Public Relations, Journalism, Marketing, Communications

Buckeye Union High School   1986 — 1989

Clem Gover Clem Gover Wilkes Barre, Pennsylvania Details
Clem Gover'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
US Army  May 2004 - August 2008

Education
Muhlenberg College   2000 — 2004
BA, Economics

John Manganaro John Manganaro Greater St. Louis Area Details
John Manganaro's Wells Fargo Advisors, LLC Experience April 1986 - Present
Job Vice President Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 1986 - Present
A. G. Edwards   1986 - 2008

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

Education
Northwestern University

Brenner Boyd Brenner Boyd Raleigh-Durham, North Carolina Area Details
Brenner Boyd's Wells Fargo Advisors, LLC Experience August 2007 - December 2013
Job Vice President, Area Sales Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  January 2014 - Present
Wells Fargo Advisors, LLC   August 2007 - December 2013
Wachovia  November 2004 - August 2007
SouthTrust Bank  April 2002 - October 2004
Edward Jones  2001 - 2002
RBC Royal Bank  1993 - 2001

Skills
Investments, Wealth Management, Banking, Financial Services, Finance, Credit, Loans, Series 7, Financial Advisory, Management, New Business Development, Sales, Sales Operations, Private Banking, Series 63

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   1999 — 2001
MBA, Management

North Carolina State University   1989 — 1993
Bachelors, Finance and Economics

Craig A. Daun, CFP® Craig A. Daun, CFP® Greater Chicago Area Details
Craig A. Daun, CFP®'s Wells Fargo Advisors, LLC Experience February 2009 - Present
Job Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2009 - Present
Morgan Stanley Smith Barney  October 1998 - February 2009

Skills
Wealth Preservation..., Retirement Planning, Investment Planning, Multi-generational..., Tax Efficient Strategies

Education
Northern Illinois University   1974 — 1977
BS, Business

Art Sanderson Art Sanderson Greater St. Louis Area Details
Art Sanderson's Wells Fargo Advisors, LLC Experience 2009 - 2010
Job Senior Manager Application Development at Enterprise Holdings
Industry Information Technology and Services
Experience
Enterprise Holdings  September 2014 - Present
CenturyLink Technology Solutions  January 2010 - September 2014
Wells Fargo Advisors, LLC   2009 - 2010
Skyway Software  November 2006 - April 2009
Quilogy  November 1996 - November 2006
Quilogy Inc  January 2000 - March 2004
Quilogy  November 1996 - December 1999
SBC  1994 - 1996
St. John's Hospital   May 1993 - December 1994
Edward Jones  May 1992 - December 1992

Skills
SOA, Software Development, Oracle, Integration, Microsoft SQL Server, Java Enterprise Edition, SQL, SDLC, Cloud Computing, Java, Databases, Agile Methodologies, Scrum, Database Design, Enterprise Architecture, Data Warehousing, Disaster Recovery, Solution Architecture, Business Intelligence, ITIL, Virtualization, Requirements Analysis, XML, Management, Enterprise Software, DevOps, Distributed Team..., Cross-functional Team...

Education
Missouri State University   1990 — 1994
BS, Management Information Systems

Kevin Marriott Kevin Marriott New York, New York Details
Kevin Marriott's Wells Fargo Advisors, LLC Experience March 2010 - March 2014
Job Associate Director Business Risk Specialist at UBS Wealth Management
Industry Financial Services
Experience
UBS  March 2014 - Present
Wells Fargo Advisors, LLC   March 2010 - March 2014
Ameriprise Financial Services, Inc.   September 2006 - October 2009
Ameriprise Financial Services, Inc.   March 2004 - September 2006

Education
New York University   1999 — 2003
Bachelor of Arts

Rich Silvia Rich Silvia Greater New York City Area Details
Rich Silvia's Wells Fargo Advisors, LLC Experience January 2009 - Present
Job First Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2009 - Present
Morgan Stanley Dean Witter  2000 - January 2009

Skills
Retirement Planning, Investment Strategies, Investments, Retirement, 401k, Financial Advisory, Asset Management, 401k Rollovers, Mutual Funds, IRAs, Finance, Pensions, 529 Plans, High Net Worth..., Asset Allocation, Alternative Investments, Securities, Separately Managed..., ETFs, Tax Free Income, Asset Managment, Fiduciary, Fixed Annuities, Bonds, FINRA, Simple IRA, Equity Trading, Wealth Accumulation, Hedge Funds, Estate Planning..., Variable Annuities, Financial Services, Fixed Income, Wealth, Retirement Plan..., Equities

Education
NYU

Jesse Rittenhouse Jesse Rittenhouse West Des Moines, Iowa Details
Jesse Rittenhouse's Wells Fargo Advisors, LLC Experience June 2010 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 2010 - Present
Raymond James  February 2006 - June 2010

Skills
Strategic Planning, Retirement Planning, Investments, Account Management, Marketing, Portfolio Management, Mutual Funds, Customer Service, Valuation, Management, Insurance, Series 7, Wealth Management, Finance

Education
Mount Mercy University   1999 — 2004
BBA, Marketing, Finance

Josh Crane, CFP® Josh Crane, CFP® Raleigh, North Carolina Details
Josh Crane, CFP®'s Wells Fargo Advisors, LLC Experience May 2008 - August 2012
Job Vice President, Wealth Advisor at BB&T
Industry Financial Services
Experience
BB&T  August 2012 - Present
Wells Fargo Advisors, LLC   May 2008 - August 2012
BB&T  May 2003 - May 2008

Skills
Banking, Loans, Commercial Lending, Commercial Banking, Wealth Management, Credit, Series 7, Portfolio Management, Investments, Mortgage Lending, Retirement Planning, Credit Analysis, Financial Advisory, Financial Planners, Risk Management, Wealth, Asset Management, Estate Planning, Investment Advisory

Education
North Carolina State University
B.A.

Baron Finlayson Baron Finlayson Greater Atlanta Area Details
Baron Finlayson's Wells Fargo Advisors, LLC Experience January 2011 - August 2011
Job Performance Coach, Energy for Life Team at Allstate
Industry Financial Services
Experience
Allstate  October 2012 - Present
Principal Financial Group  November 2011 - September 2012
Wells Fargo Advisors, LLC   January 2011 - August 2011
Wachovia Securities, LLC  April 2008 - February 2010
BANC OF AMERICA INVESTMENT SERVICES  July 2002 - April 2008
WACHOVIA CORPORATION  January 2000 - July 2002
WACHOVIA CORPORATION  January 1990 - January 1993

Skills
Sales Skills Training, Community Relations, Training Delivery, Training, Banking, Series 7, Risk Management, Coaching, Relationship Management, Mortgage Lending, Investments, Series 63, Financial Services, Credit, Strategic Planning, Insurance, Securities, Project Management, Asset Managment, Public Speaking, Business Analysis, Workshop Facilitation, Process Improvement

Education
Northeastern University   1983 — 1985
Business Management, Business Management Courses

Excelsior Community College   1977 — 1980
Secondary Education, English Language / Business Education

Dana McLaughlin, CFP®, C(k)P® Dana McLaughlin, CFP®, C(k)P® Milford, Connecticut Details
Dana McLaughlin, CFP®, C(k)P®'s Wells Fargo Advisors, LLC Experience September 2005 - March 2013
Job Senior Wealth Advisor at Beirne Wealth Consulting (BWC)
Industry Financial Services
Experience
Beirne Wealth Consulting (BWC)   March 2013 - Present
Wells Fargo Advisors, LLC   September 2005 - March 2013
A.G. Edwards   September 2005 - December 2008
Symphony Properties   March 2000 - September 2005

Skills
Certified Financial..., Retirement Planning, Retirement Benefits, Estate Planning..., Multi-generational..., Investments, Tactical Asset..., Portfolio Management, Behavioral Finance, Emotional Intelligence

Education
Northeastern University   1996 — 2001
B.S., Finance and Insurance, Summa Cum Laude

Kathryn Truax Kathryn Truax Greater Denver Area Details
Kathryn Truax's Wells Fargo Advisors, LLC Experience July 2010 - December 2014
Job Retired at home
Industry Financial Services
Experience
Retired  December 2014 - Present
Wells Fargo Advisors, LLC   July 2010 - December 2014
Axiz Consulting, LLC   September 2006 - October 2008
AIMCO  July 2002 - August 2006
Central Park Liquor   June 1999 - September 2000
Steamboat Springs Winter Sports Club  October 1993 - April 1998

Skills
Financial Analysis, Investment Planning, Wealth Management, Finance, Leadership, Management, Retirement Planning, Strategy, Marketing, Customer Service, Small Business, Public Speaking, Strategic Planning

Education
University of Denver - Daniels College of Business   2000 — 2002
MBA, Finance

Montana State University-Bozeman   1987 — 1991
BS, Sports Medicine

Brian Soczka, C(k)P®, LUTCF® Brian Soczka, C(k)P®, LUTCF® Greater Chicago Area Details
Brian Soczka, C(k)P®, LUTCF®'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
PGA of America  1998 - Present
Green Bay Packers Fan   1973 - 2015
The Premier Wealth Group - An Office of MetLife   December 2010 - August 2013
White Eagle Golf Club  December 2005 - November 2010
Mira Vista Country Club  September 2001 - December 2005

Skills
Investment Strategies, Retirement Planning, Strategic Planning, Leadership, Customer Service, Retirement Income..., Retirement Plan..., Qualified Retirement..., Investment Portfolio, Finance, Sports, Golf Instruction

Education
New Mexico State University   1992 — 1996
Business Administration & Marketing

Jay Spector, CFP® Jay Spector, CFP® Scottsdale, Arizona Details
Jay Spector, CFP®'s Wells Fargo Advisors, LLC Experience March 2008 - March 2011
Job Vice President, Wealth Management Advisor at Barton & Spector Group of Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch  March 2011 - Present
Wells Fargo Advisors, LLC   March 2008 - March 2011
RBC Capital Markets  July 2006 - March 2008
State of Arizona - Water Infrastructure Finance Authority of Arizona   September 2003 - July 2006
Arizona Department of Environmental Quality  2003 - 2003
National Association of Industrial and Office Properties   2000 - 2003
U.S. Department of the Interior   1998 - 2000
Steve Owens for Congress   1996 - 1998

Skills
Investments, Strategic Financial..., Series 7, Asset Managment, Financial Modeling, Financial Analysis, Portfolio Management, Securities, Mutual Funds, Wealth Management, Finance, Series 63

Education
The Johns Hopkins University - Carey Business School   2001 — 2005
Master of Science (M.S.), Real Estate

Northern Arizona University-The W. A. Franke College of Business   1992 — 1996
BGS-BA, Finance

Paradise valley High School   1988 — 1992

Matt Favreau Matt Favreau Charlotte, North Carolina Area Details
Matt Favreau's Wells Fargo Advisors, LLC Experience 2005 - Present
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC  2005 - Present
Evergreen Investments  2004 - 2005
Smith Barney  2003 - 2004
IJL / Wachovia   2001 - 2003

Skills
Investments, Portfolio Management, Investment Management, Wealth Management, Retirement Planning, Asset Allocation, Asset Management, 401k, Finance, Retirement, Mutual Funds, Investment Advisory, Securities, Alternative Investments, Risk Management, Equities, Financial Analysis, Fixed Income

Education
Queens University of Charlotte   1999 — 2003
MBA, Business

North Carolina State University - College of Management   1994 — 1998
BS, Finance

Charlotte Catholic High School

Joseph Rohan Joseph Rohan Greater New York City Area Details
Joseph Rohan's Wells Fargo Advisors, LLC Experience September 2008 - Present
Job Financial Advisor at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 2008 - Present
Morgan Stanley Dean Witter  November 2002 - September 2008

Skills
Series 7, Financial Planning, Retirement Planning, Financial Advisory, Wealth Management

Education
Nassau Community College   1976 — 1977
No, Business

Patrick Holland Patrick Holland Greater Boston Area Details
Patrick Holland's Wells Fargo Advisors, LLC Experience January 2009 - Present
Job Financial Advisor
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2009 - Present
Smith Barney  2006 - January 2009
Legg Mason  January 1999 - 2006
Morgan Stanley Dean Witter  1989 - 1999

Skills
Investment Strategies, Financial Advisory, Asset Allocation, Retirement Planning, 401k Rollovers, Fixed Income Strategies, Tax-advantaged..., Business Owner Planning, Succession Planning, Concentrated Stock, Multi-generational..., Wealth Preservation..., Estate Planning..., Risk Management, Stock Market Analysis, Insurance

Education
University of Pennsylvania - The Wharton School   2006 — 2006
CIMA®, Certified Investment Management Analyst Education Program

Nichols College   1984 — 1988
Bachelor's Degree, Business

Saint John's High School, Shrewsbury, MA   1980 — 1984
High School

Camille Wojtasiak Camille Wojtasiak Sacramento, California Area Details
Camille Wojtasiak's Wells Fargo Advisors, LLC Experience July 2011 - Present
Job Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2011 - Present
Courtyard School   2006 - 2013
Merrill Lynch  April 1999 - July 2011
Orkin Pest Control  1992 - 1999

Education
University of California, Davis
Masters of Business Administration, Finance and Marketing

Northern Illinois University
Bachelor of Science, Mathematics

Faye Marlowe Faye Marlowe Tulsa, Oklahoma Area Details
Faye Marlowe's Wells Fargo Advisors, LLC Experience May 2015 - Present
Job First Vice PresidentInvestments, Financial Advisor Marlowe & Heckman Financial Consulting Group of Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2015 - Present
Wells Fargo Advisors, LLC   2009 - Present
AG Edwards  2002 - 2009
Dean Witter Morgan Stanley   1996 - 2002
Women & Children in Crisis currently DBA Family Crisis and Counseling   1987 - 1996
Adams Affiliates Inc   1982 - 1987
Deerfield High School  1976 - 1980
South Plantation High School - Ft. Lauderdale, FL   1971 - 1974

Skills
Estate Investment..., Finacial Management, Account Management, Retirement Planning, Wealth Preservation..., Financial Guidance, Financial Advisory, WFA research and..., Organization Skills, Retirement Savings, Fixed Income Strategies, Fixed Annuities, Stocks, Bonds, 401k Rollovers, Finance, IRAs, Tax Efficient Stratagies, Time Management, Strategic Planning, Team Leadership, Team Building, Teaching, Teamwork, Team Management, Musical Direction, Musical Background

Education
Northwestern University   1975 — 1976
Master's Degree

University of Illinois at Urbana-Champaign   1967 — 1971
Bachelor's of Science, Music

Thomas Mimnaugh, CFP® Thomas Mimnaugh, CFP® Greater New York City Area Details
Thomas Mimnaugh, CFP®'s Wells Fargo Advisors, LLC Experience December 1982 - Present
Job Senior Vice President Investments at MessinaBurrissMimnaugh Wealth Management Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   December 1982 - Present

Skills
Financial Markets, Stocks

Education
Niagara University   1972 — 1976
BBA, Accounting

Barry Macdonald Barry Macdonald Asheville, North Carolina Area Details
Barry Macdonald's Wells Fargo Advisors, LLC Experience December 1999 - Present
Job
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   December 1999 - Present

Education
Western Carolina University   1998 — 2000
Masters of Accountancy, Accounting

Moody Bible Institute   1991 — 1996
Bachelor of Arts, Bible

Jeffery Barnes Jeffery Barnes Lancaster, Pennsylvania Area Details
Jeffery Barnes's Wells Fargo Advisors, LLC Experience 2000 - Present
Job First Vice PresidentBranch Manager at Barnes and Beck Financial Consulting Group of Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC  2000 - Present
Merrill Lynch  1990 - 2000

Skills
Investments, Financial Services, Finance, Risk Management, Retirement Planning

Education
Missouri Western State University   1972 — 1977
Bachelor of Science (B.S.), Political Science

Kristen Barrett, CFP®, CRPC®, ADPA® Kristen Barrett, CFP®, CRPC®, ADPA® Albany, New York Area Details
Kristen Barrett, CFP®, CRPC®, ADPA®'s Wells Fargo Advisors, LLC Experience May 2007 - Present
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2007 - Present

Skills
Retirement Planning, Investments, Finance, Wealth Management, Asset Allocation, Financial Advisory, Series 7, Financial Planning, Financial Services, Investment Advisory

Education
University at Albany, SUNY   2005 — 2009
Business Administation, Finance & Management

National University of Ireland, Galway   2008 — 2008
Sociology

Kristen Haag, MBA Kristen Haag, MBA Overland Park, Kansas Details
Kristen Haag, MBA's Wells Fargo Advisors, LLC Experience February 2010 - Present
Job Financial Consultant at Caudill Haag Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2010 - Present
UBS Financial Services  January 2000 - February 2010

Skills
Retirement Planning, Investment Strategies, Financial Advisory, Asset Allocation, Mutual Funds, Retirement, Stock Trading, 401k Rollovers, Fixed Income Analysis, 401k, College Education...

Education
UMKC
Master of Business Administration (MBA), Finance, General

UMKC
Bachelor of Business Administration (B.B.A.), Business

Missouri State University
Bachelor of Business Administration

Dyron Trotman Dyron Trotman Charlotte, North Carolina Details
Dyron Trotman's Wells Fargo Advisors, LLC Experience August 2012 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2012 - Present
EvenICanTrade.com   May 2011 - April 2012
Verizon Wireless  2008 - 2011
AT&T Mobility  May 2004 - June 2008
U.S. Army Reserve   November 1999 - November 2007

Skills
Business Planning, Sales Operations, Customer Experience, Account Management, Sales Presentations, Strategic Planning, Marketing Strategy, Inventory Management, PeopleSoft, Strategic Leadership, Capital Budgeting, Mobile Communications, Web Design, Logistics Management, Collaborative Problem..., Organization, Master Scheduling, Microsoft Technologies, Common Sense, Creative Solutions, Financial Services

Education
Norfolk State University   2002 — 2006
Bachelor of Arts (BA), Communication and Media Studies

Daniel Fudala, CFP® Daniel Fudala, CFP® Greater Chicago Area Details
Daniel Fudala, CFP®'s Wells Fargo Advisors, LLC Experience October 2007 - April 2015
Job President at Hazel Ridge Advisors, LLC
Industry Financial Services
Experience
Hazel Ridge Advisors, LLC   May 2015 - Present
Wells Fargo Advisors, LLC   October 2007 - April 2015
Chicago Board of Trade  March 2003 - July 2006

Skills
Retirement Planning, Asset Management, Investments, Small Business, Finance, Management, Estate Planning, Sales, Wealth Management, Coaching, Asset Managment, Insurance, Customer Service, New Business Development, Marketing, Public Speaking, Sales Management, Risk Management, Strategic Planning, Account Management, Wealth Management..., Options

Education
Northeastern Illinois University   2002 — 2006
B.S. in Finance

Justin Reineke Justin Reineke Lincoln, Nebraska Area Details
Justin Reineke's Wells Fargo Advisors, LLC Experience May 2007 - Present
Job Financial Advisor with Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2007 - Present
Wells Fargo Home Mortgage  April 2003 - May 2007

Education
Nebraska Wesleyan University   1995 — 1999
BA, Business Administration

Hastings Senior High

Martin G. Talarico Martin G. Talarico Seattle, Washington Details
Martin G. Talarico's Wells Fargo Advisors, LLC Experience September 2011 - Present
Job Regional Branch Supervisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 2011 - Present
Wells Fargo Advisors, LLC   2006 - September 2011
Wells Fargo Investments, LLC  2001 - 2006
Ragen MacKenzie  1992 - 2000
Gibraltar Savings Bank   1985 - 1998
Kidder Peabody  1988 - 1992

Skills
Investments, Securities, Mutual Funds, Equities, Fixed Income, ETFs, Bonds

Education
The University of Montana - School of Business Administration   1983 — 1985
BS, Management, Finance

Montana State University-Bozeman   1980 — 1982

Melissa Giovagnoli Melissa Giovagnoli Plano, Texas Details
Melissa Giovagnoli's Wells Fargo Advisors, LLC Experience December 2009 - Present
Job Senior Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   December 2009 - Present
Smith Barney  September 2005 - December 2009
UBS Financial Services  July 1986 - July 2005

Skills
Managed Futures

Education
Northwestern University   1988 — 1989
Evening College

University of Missouri-Columbia   1974 — 1976
Social Work

Taylorville Senior High School   1971 — 1974
High School Diploma

Frank Djonbalaj Frank Djonbalaj Colorado Springs, Colorado Details
Frank Djonbalaj's Wells Fargo Advisors, LLC Experience May 2008 - Present
Job Financial Consultant at Drexler Wealth Management Group of Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2008 - Present

Skills
Investments, Retirement Planning, Securities, Retirement, Mutual Funds, Investment Advisory, Wealth Management, Financial Advisory, Asset Allocation, Investment Strategies, Fixed Annuities, Variable Annuities

Education
New York University
Bachelor's degree, Sports Management

Theo Burger Theo Burger San Francisco Bay Area Details
Theo Burger's Wells Fargo Advisors, LLC Experience April 1993 - Present
Job Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 1993 - Present
Lehman Brothers, Inc  May 1980 - April 1993
Bear, Stearns & Co., Inc   September 1978 - May 1980
Prudential-Bache Securities, Inc.   September 1976 - December 1978

Skills
Investments, Private Equity, Financial Modeling, Business Development, Securities, Equities, Financial Analysis, Due Diligence, Strategic Planning, Venture Capital, Fixed Income, Investment Strategies, Mutual Funds, Strategy, Insurance, Risk Management, Corporate Finance, Alternative Investments, Start-ups, Corporate Development

Education
NYU   1980 — 1982
International Business/Trade/Commerce

The Hague College   1955 — 1960
Business/Managerial Economics

HOWARD MATSON HOWARD MATSON Westport, Connecticut Details
HOWARD MATSON's Wells Fargo Advisors, LLC Experience March 2008 - Present
Job SENIOR VICE PRESIDENT INVESTMENTS at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 2008 - Present
Morgan Stanley Smith Barney  December 1993 - March 2008

Skills
Investments, Finance, Investment Strategies, Municipal Bonds, Wealth Preservation..., Seniors, Asset Allocation, Equities, Mutual Funds, IRAs and IRA ROLLOVERS, SENIOR CITIZENS

Education
New York University   1975 — 1977
Master's degree, HISTORY - MEDIEVAL STUDIES

University of Miami
Bachelor of Arts (B.A.), Psychology/History

Stephanie Bass Stephanie Bass Raleigh, North Carolina Details
Stephanie Bass's Wells Fargo Advisors, LLC Experience April 2014 - Present
Job Senior Vice President Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2014 - Present
Merrill Lynch  August 2003 - April 2014

Skills
Financial Guidance, Investment Planning, Retirement Planning, Financial Advice, Education Planning

Education
Northeastern University   1991 — 1996
Bachelor of Science (B.S.), Business Administration

Steven Collie Steven Collie Tryon, North Carolina Details
Steven Collie's Wells Fargo Advisors, LLC Experience May 2009 - April 2014
Job Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  April 2014 - Present
Wells Fargo Advisors, LLC   May 2009 - April 2014
Wachovia Securities,LLC   January 2008 - May 2009
A.G. Edwards   August 1997 - January 2008
Liberty Life Insurance  1991 - 1997

Skills
Investments, Financial Services, Retirement Planning, Insurance, 401k Rollovers, Asset Allocation, Risk Management, Estate Investment..., Investment Planning, Strategic Planning, Risk Assessment

Education
North Carolina State University   1976 — 1980
Bachelor of Science (B.S.), Computer Science

Anthony Olivieri Anthony Olivieri White Plains, New York Details
Anthony Olivieri's Wells Fargo Advisors, LLC Experience 1982 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   1982 - Present

Education
Northeastern University   1970 — 1975
Bachelor of Science (B.S.) - Business Administration, Accounting and Economics

David J. Mammina, CFP®, MBA, CRPC® David J. Mammina, CFP®, MBA, CRPC® Greater New York City Area Details
David J. Mammina, CFP®, MBA, CRPC®'s Wells Fargo Advisors, LLC Experience July 2008 - May 2010
Job Financial Advisor at Coastline Wealth Management
Industry Financial Services
Experience
Coastline Wealth Management   March 2015 - Present
GM Advisory Group  February 2014 - March 2015
Charles Schwab  October 2010 - February 2014
Wells Fargo Advisors, LLC   July 2008 - May 2010
Ameriprise Financial Services, Inc.   January 2007 - July 2008

Skills
Finance, Series 7, Retirement Planning, Series 63, Mutual Funds, Retirement, Investments, Asset Allocation, Uniform Combined State..., Strategic Financial..., Investment Advisory, Fixed Annuities, Asset Management, 401k, Portfolio Management

Education
Molloy College   2007 — 2009
MBA, Financial Planning

St. Joseph's College   2005 — 2007
BS, Business Administration

Lisa R. Calloway Lisa R. Calloway Dallas/Fort Worth Area Details
Lisa R. Calloway's Wells Fargo Advisors, LLC Experience October 2010 - Present
Job Financial Consultant
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2010 - Present
Merrill Lynch  July 2008 - September 2010
Texas Instruments  January 2003 - June 2005
Texas Instruments  September 1996 - December 2002

Skills
Investments, Finance, Valuation, Financial Modeling, Sales, Mergers & Acquisitions, Financial Analysis, Management, Cross-functional Team..., Corporate Finance, Project Management, Customer Service, Private Equity, Strategic Planning, Business Development, Program Management, Risk Management, Business Strategy, Strategy, Venture Capital, Business Planning, Alternative Investments, Mergers, Start-ups, Equities, Management Consulting, Competitive Analysis, Product Management, Portfolio...

Education
University of Pennsylvania - The Wharton School   2005 — 2007
MBA, Finance, Strategic Management

Tennessee State University
BS, Electrical Engineering

Prairie View A&M University

Northwestern University

J. Townsend Tanner III, CFP® J. Townsend Tanner III, CFP® Asheville, North Carolina Area Details
J. Townsend Tanner III, CFP®'s Wells Fargo Advisors, LLC Experience November 2009 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 2009 - Present
UBS Wealth Management  May 2009 - November 2009

Skills
Retirement Planning, Investments, Financial Analysis, Portfolio Management, Retirement, Asset Management, Finance

Education
North Carolina State University   2004 — 2008
Bus Managment

Christ School

North Carolina State University - College of Management
Marketing

Carlos Esteves, CIMA, CMFC Carlos Esteves, CIMA, CMFC Greater New York City Area Details
Carlos Esteves, CIMA, CMFC's Wells Fargo Advisors, LLC Experience February 2013 - Present
Job Financial Advisor at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2013 - Present
PNC Investments  January 2010 - February 2013
Prudential Investments  October 1987 - February 2009
Bank of New York Mellon  September 1986 - October 1987

Skills
Investments, Insurance, Alternative Investments, 401k, Retirement Planning, Investment Planning, Asset Allocation, 401k Rollovers, Concentrated Stock..., Multigenerational...

Education
Montclair State University   1982 — 1987
BA, Economics

Sarah Seaton Sarah Seaton Charlotte, North Carolina Area Details
Sarah Seaton's Wells Fargo Advisors, LLC Experience February 2014 - Present
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2014 - Present
Wells Fargo  November 2012 - February 2014
Wells Fargo  May 2012 - November 2012
Wells Fargo  September 2010 - May 2012
Billboard Bottling / All Over Printing   May 2009 - October 2009

Education
North Carolina State University   2005 — 2009
B.A, Psychology

James Teddy James Teddy Charlotte, North Carolina Area Details
James Teddy's Wells Fargo Advisors, LLC Experience March 1986 - Present
Job First Vice President / PIM Portfolio Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 1986 - Present

Skills
Retirement, 401k, Wealth Management, Retirement Planning, Investments, Asset Allocation, Mutual Funds, Alternative Investments, Financial Advisory, Investment Strategies, Investment Advisory, Series 63, Separately Managed..., Portfolio Management, Series 7

Education
North Carolina State University
BA, Communications

Carol Sloane, PMP Carol Sloane, PMP New York, New York Details
Carol Sloane, PMP's Wells Fargo Advisors, LLC Experience 2008 - 2014
Job Customer Results Driven Strategic Marketer and Project Manager
Industry Marketing and Advertising
Experience
Touro College  2015 - Present
Startup Global Satellite Communications Company   2014 - Present
Wells Fargo Advisors, LLC   2008 - 2014
Prudential Financial  2005 - 2008
Citibank  2002 - 2005
AT&T  1995 - 2002

Skills
Marketing Strategy, Strategic Planning, CRM, Cross-functional Team..., Leadership, Competitive Analysis, Management, Business Development, Portfolio Management, Strategic Partnerships, Digital Strategy, Business Strategy, Segmentation, Marketing, Strategy, Startups, Social Media Marketing, Product Management, Customer Experience, Budgets, Investments, Cross-sell Marketing, New Business Development, Market Research, Project Management..., Marketing Segmentation, Customer Acquisition..., FINRA Series 7, 24, 63..., Strategic Thinking, Web Analytics

Education
New York University
Certificate, Digital Marketing & Analytics Certificate

Rutgers University-New Brunswick
Bachelor of Arts (B.A.), Economics, Concentrations in Finance and Accounting

Syracuse University - Martin J. Whitman School of Management
MBA, Finance and Marketing

The George Washington University
Master's Certificate, Project Management

Ariel Boverman Ariel Boverman Greater New York City Area Details
Ariel Boverman's Wells Fargo Advisors, LLC Experience March 2008 - Present
Job HR Business Partner, Vice President Wells Fargo Advisors (formerly Wachovia Securities, LLC)
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 2008 - Present
HR/NY - Human Resource Association of New York (Largest chapter of SHRM)   January 2003 - Present
Ernst & Young  June 2006 - April 2007
HR Consulting  2003 - 2007
BearingPoint  September 2005 - March 2006
PwC Consulting  March 1999 - September 2002
Marsh & McLennan, Inc.   August 1989 - March 1999

Skills
Talent Management, Performance Management, Employee Relations, Human Resources, Recruiting, Coaching, Employee Training, Onboarding, Talent Acquisition, Employee Engagement, Diversity & Inclusion, Workforce Management, Strategy, HR Consulting, Interviews, Team Building, Leadership, Management Consulting, Employment Law, Change Management, Succession Planning, Workforce Planning, Organizational..., Personnel Management

Education
New York Institute of Technology   1989 — 1992
Master of Science in Industrial and Labor Relations

City University of New York-Queens College
BA

Dave DiFilippo Dave DiFilippo Greater St. Louis Area Details
Dave DiFilippo's Wells Fargo Advisors, LLC Experience August 1995 - Present
Job Senior Application Engineer at Wachovia Securities
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 1995 - Present
Directory Distributing Associates  August 1994 - August 1995

Skills
COBOL, Java, SQL, JSP, Tomcat, Perl, C#, Integration, .NET

Education
Missouri State University   1988 — 1994
Computer Information Systems

Scott Steiner, CFP® Scott Steiner, CFP® Chicago, Illinois Details
Scott Steiner, CFP®'s Wells Fargo Advisors, LLC Experience August 2009 - March 2015
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James  March 2015 - Present
Wells Fargo Advisors, LLC   August 2009 - March 2015
Ehlert Financial Group   January 2006 - May 2009
Prudential Financial  2003 - 2006

Education
Northwestern University   2005 — 2006
CFP®, CERTIFIED FINANCIAL PLANNER™ courses

Gary Berger Gary Berger Charlotte, North Carolina Area Details
Gary Berger's Wells Fargo Advisors, LLC Experience November 2009 - February 2010
Job Release Manager Channel Technology
Industry Information Technology and Services
Experience
Bank of America  July 2013 - Present
Bank of America  December 2012 - July 2013
Bank of America  February 2010 - July 2012
Wells Fargo Advisors, LLC   November 2009 - February 2010
Bank of America  August 2008 - August 2009
Lending Tree  August 2002 - August 2008

Education
Northeastern Illinois University

John Puzio John Puzio Chicago, Illinois Details
John Puzio's Wells Fargo Advisors, LLC Experience April 2015 - Present
Job Senior Vice President Complex Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2015 - Present
Wells Fargo Advisors, LLC   May 2007 - April 2015
Wells Fargo Advisors Financial Network  May 2004 - May 2007
Merrill Lynch  August 1990 - May 2004

Skills
Investments, Financial Services, Retirement Planning, Risk Management, Financial Advisory, Alternative Investments, Sales Coaching, New Business Development, Relationship Management, Training & Development, Compliance, Human Resources, Operations

Education
Northeastern University   1980 — 1985

Eric Loy Eric Loy Davenport, Iowa Area Details
Eric Loy's Wells Fargo Advisors, LLC Experience July 2002 - Present
Job Branch Manager at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC  July 2002 - Present

Education
Missouri State University

Johnna Macaw Johnna Macaw Greater St. Louis Area Details
Johnna Macaw's Wells Fargo Advisors, LLC Experience 2008 - September 2011
Job IT Applications Supervisor at City of Las Cruces
Industry Information Technology and Services
Experience
City of Las Cruces  October 2011 - Present
Wells Fargo Adivsors   2009 - September 2011
Wells Fargo Advisors, LLC   2008 - September 2011
Wachovia  2007 - September 2011
AGEdwards  1992 - September 2011

Education
New Mexico State University   1985 — 1989

John A. Calhoun John A. Calhoun Washington D.C. Metro Area Details
John A. Calhoun's Wells Fargo Advisors, LLC Experience May 2004 - April 2012
Job Financial Advisor with Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2012 - Present
Wells Fargo Advisors, LLC   May 2004 - April 2012
Merrill Lynch & Co.   July 1994 - May 2004

Skills
Investments, Finance, Wealth Management, Retirement Planning, Asset Allocation, Financial Planning, Management, Investment Advisory, Retirement, Leadership

Education
Morehouse College   1986 — 1990
B.A. Degree, Political Science/ Business Administration

Mohan Chithambaram Mohan Chithambaram Greater St. Louis Area Details
Mohan Chithambaram's Wells Fargo Advisors, LLC Experience December 2009 - August 2010
Job . at Accenture
Industry Consumer Services
Experience
Accenture  May 2015 - Present
IBM  September 2010 - April 2015
Wells Fargo Advisors, LLC   December 2009 - August 2010
CSC  April 2007 - November 2009
Covansys  1994 - April 2007

Education
National Institute of Technology Tiruchirappalli   1989 — 1993
BE, Civil Engineering

TVS Lakshmi Higher Sec School, Madurai   1987 — 1989
School, Higher Secondary

DBMS English School, Jamshedpur   1975 — 1987
School

Jennifer S. Jackson Jennifer S. Jackson Greater St. Louis Area Details
Jennifer S. Jackson's Wells Fargo Advisors, LLC Experience December 2009 - May 2011
Job Data Warehouse Analyst Consultant at GMAC Insurance
Industry Information Technology and Services
Experience
GMAC Insurance  May 2011 - Present
Wells Fargo Advisors, LLC   December 2009 - May 2011
GMAC Insurance  October 2003 - December 2009
National General Insurance  August 1997 - October 2003
Blue Cross Blue Shield Alliance   September 1996 - August 1997
Edward Jones  December 1992 - September 1996

Education
Missouri State University   1988 — 1992
B.S., Computer Information Systems

Chryssanthe Detroyer Chryssanthe Detroyer Greater New York City Area Details
Chryssanthe Detroyer's Wells Fargo Advisors, LLC Experience December 1998 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   December 1998 - Present
A.G. Edwards & Sons, Inc.   1998 - 2008

Skills
Investments, Securities, Mutual Funds

Education
New York University   1997 — 1998
CFP

University of California, Hastings College of the Law   1992 — 1995
JD, Law

The Johns Hopkins University   1988 — 1992
BA, Political Science

Phillips Exeter Academy   1985 — 1988
HS

David R. Rodrigo, CFP®, CPA*, PFS, MBA, MFP David R. Rodrigo, CFP®, CPA*, PFS, MBA, MFP Cincinnati Area Details
David R. Rodrigo, CFP®, CPA*, PFS, MBA, MFP's Wells Fargo Advisors, LLC Experience July 2006 - November 2013
Job Financial Advisor & Vice President, Investments at G&R Family Wealth Management of Raymond James
Industry Financial Services
Experience
G&R Family Wealth Management of Raymond James   November 2013 - Present
Wells Fargo Advisors LLC  July 2006 - November 2013
Financial Services Industry  June 1994 - June 2006

Education
University of Cincinnati College of Business   2002 — 2006
MSBA, Taxation & Financial Planning

Northern Kentucky University   1997 — 2001
MBA, Finance & Investments

University of Cincinnati College of Business   1990 — 1994
Bachelor's degree, Accounting

McNicholas High School   1986 — 1990

Darryl Gregory Darryl Gregory Greater St. Louis Area Details
Darryl Gregory's Wells Fargo Advisors, LLC Experience March 2007 - December 2014
Job Business Process Consultant
Industry Financial Services
Experience
Wells Fargo  January 2015 - Present
Wells Fargo Advisors, LLC   March 2007 - December 2014
SunCom Wireless  November 2004 - December 2006
Cincinnati Bell  November 1998 - November 2004

Skills
Workforce Management, Call Centers, Management, Process Improvement, Call Center, Forecasting, Vendor Management, CRM, Customer Experience, Avaya, Customer Satisfaction, Customer Retention, Customer Service, Aspect, Operations Management, Performance Management, Project Management, Collections, Quality Assurance, IEX Total View, eWFM

Education
Northern Kentucky University   1989 — 1994
Bachelors of Science, Office Systems Technology

Northern Kentucky University   1989 — 1994
Associates of Applied Science, Office Administration

University of Cincinnati   1986 — 1989
Associates of Applied Science, Liberal Arts

C. David Kaye, CRPC C. David Kaye, CRPC Hartford, Connecticut Area Details
C. David Kaye, CRPC's Wells Fargo Advisors, LLC Experience May 2008 - July 2009
Job Financial Advisor at Merrill Lynch
Industry Consumer Goods
Experience
Merrill Lynch  July 2009 - Present
Wells Fargo Advisors, LLC   May 2008 - July 2009
Conway Capital Management   September 2004 - January 2008

Education
Northeastern University   1975 — 1976
MBA Program

Nichols College   1971 — 1975
BS, Finance

Ryan E. Main Ryan E. Main Chicago, Illinois Details
Ryan E. Main's Wells Fargo Advisors, LLC Experience June 2006 - June 2014
Job Managing Director of Derivative Compliance
Industry Financial Services
Experience
optionsXpress  July 2014 - Present
Wells Fargo Advisors, LLC   June 2006 - June 2014
Wachovia Securities  June 2002 - June 2014
Wachovia Securities, LLC, Wachovia Securities Financial Network, LLC   June 2002 - June 2014
Wachovia, A Wells Fargo Company  2002 - June 2014
Wells Fargo Advisors, LLC   2002 - June 2014
Wachovia Securities  2002 - 2008
Wachovia Securities  June 2002 - June 2006
T. Rowe Price Investment Services, Inc   May 1997 - May 2002
Wheat First Butcher Singer, Inc   October 1996 - April 1997

Skills
FINRA, Series 7, Fixed Income, Series 63, Mutual Funds, Series 24, Securities, Options, Trading, Equities, Asset Management, Financial Services, Series 65, Brokerage, Risk Management, Investment Advisory, Uniform Combined State...

Education
Mount Saint Mary's College   1991 — 1994

Mount Saint Mary's College   1991 — 1994
Bachelor of Science; Associates, Business and Finance; Business Administration

Jodi A. (Basler) Edwards Jodi A. (Basler) Edwards Greater St. Louis Area Details
Jodi A. (Basler) Edwards's Wells Fargo Advisors, LLC Experience October 2008 - Present
Job Marketing Consultant Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2008 - Present
Macy's  February 2006 - August 2008
May Department Stores  February 2004 - January 2006
May Department Stores  May 2003 - February 2004

Education
Webster University   1995 — 1998
MA, Human Resource Development

Missouri State University   1991 — 1995
BS, Psychology

Shelton Johnson Shelton Johnson Greater New York City Area Details
Shelton Johnson's Wells Fargo Advisors, LLC Experience June 2009 - Present
Job Managing Director at Clutch Capital Management, LLC
Industry Financial Services
Experience
Clutch Capital Management, LLC   July 2015 - Present
Wells Fargo Advisors, LLC   June 2009 - Present
Smith Barney  September 1999 - June 2009

Education
Nassau Community College   1985 — 1989

Nassau Community College   1985 — 1986

Brentwood h.s.   1981 — 1985

brentwood high school   1981 — 1985

Mark Lohrding Mark Lohrding Greater St. Louis Area Details
Mark Lohrding's Wells Fargo Advisors, LLC Experience 2009 - November 2013
Job Senior Software Architect at Laird
Industry Financial Services
Experience
Laird  November 2013 - Present
Wells Fargo Advisors, LLC   2009 - November 2013
Wachovia Securities  2008 - 2009
A.G. Edwards   2001 - 2008

Skills
SDLC, Microsoft SQL Server, SQL, Agile Methodologies, Toad, .NET, ASP, ASP.NET, JavaScript, HTML

Education
Northeastern Illinois University   1997 — 1999
Bachelor of Science, Computer Science

Bellevile Area College   1991 — 1996
Associate of Science (AS), Mathematics

Jeff Deegan Jeff Deegan New York, New York Details
Jeff Deegan's Wells Fargo Advisors, LLC Experience August 2010 - January 2012
Job Financial Representative
Industry Financial Services
Experience
National Financial Network  March 2013 - Present
LPL Financial  January 2013 - September 2014
Wells Fargo Advisors, LLC   August 2010 - January 2012
Chase Investment Services Corp.  September 2004 - August 2010
Merrill Lynch  June 2003 - September 2004
Freudenberg Nonwovens  December 1994 - February 2002
DMI Personal Care   June 1992 - December 1994
Revlon  February 1988 - June 1991

Education
New Jersey Institute of Technology   1985 — 1987
MS, Management

New Jersey Institute of Technology   1980 — 1984
BS, Industrial Administration

Brian M. Vigorito Brian M. Vigorito Allentown, Pennsylvania Area Details
Brian M. Vigorito'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
Edward Jones  January 2011 - January 2014
Office Depot  2004 - December 2010
ADP  1999 - 2003

Skills
Financial Advisory, Risk Management, Multi-Generational..., Estate Investment..., Retirement Planning, 401(k) Rollovers, Insurance, Investment Strategies, Stock Analysis, Fixed Income Strategies, Tax-Efficient Strategies

Education
Montclair State University   1992 — 1996
BA, Communication

Art Petrarca Art Petrarca Greater Chicago Area Details
Art Petrarca's Wells Fargo Advisors, LLC Experience October 2011 - Present
Job
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2011 - Present
Midwest Acquirers Association   October 2007 - Present
ACH Federal  May 2011 - October 2011
Merchant Data Systems  June 2009 - November 2009
Magtek  March 2008 - March 2009
Chase Paymentech  2004 - 2008
Glory USA  April 2002 - July 2004
DataCard  1992 - 2001
FiServ  1991 - 1992
Citicorp Information Resources  February 1989 - April 1991

Skills
Microsoft Office, Banking, Leadership, Sales, Sales Management, Forecasting, Budgets, Contract Negotiation, Project Management, Training, Recruiting, Strategic Partnerships, Project Planning, Telecommunications, Management, Product Development, Financial Analysis, Business Analysis, Strategic Planning, Retail, Process Improvement, Account Management, Business Development, Business Strategy, Financial Services, New Business Development, Small Business, Strategy, Credit, Credit Cards, Sales Operations, Start-ups, Finance, Executive Management, Relationship Management, Risk Management, CRM, ACH, Payment Card Processing, Payments, Pricing

Education
Loyola University of Chicago - Graduate School of Business   1979 — 1982
MBA, Marketing

Northern Illinois University   1977 — 1979
BS, Management

John Wedell John Wedell Greater Chicago Area Details
John Wedell's Wells Fargo Advisors, LLC Experience 2007 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2007 - Present
National City Bank  January 2000 - February 2007

Skills
Financial Services, Retirement Planning, Retirement Plan..., 401k Rollovers, Asset Allocation, Business Owner Planning, Estate Investment..., Wealth Preservation..., Multi-generational...

Education
Murray State University   1978 — 1982
BA, Business & Marketing

Driscoll High School   1974 — 1978

Don Geczi Don Geczi Saint Louis, Missouri Details
Don Geczi's Wells Fargo Advisors, LLC Experience 2009 - Present
Job Director of Registration and Employee Activities at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2009 - Present
Wachovia Bank  1998 - 2008
Bank of America  1997 - 1998
Merrill Lynch  1984 - 1997

Skills
Insurance, Risk Management, Series 7, FINRA, Series 24, Banking, Compliance, Planning, Problem Solving, Annuities, Cost Reduction, Series 14, CRCP, Series 66, Conflicts of Interest, Code of Ethics, Registration

Education
Monmouth University
BS, Business Administration

University of North Florida - College of Business Administration
MBA

Terrence Burns, ChFC Terrence Burns, ChFC Palm Beach Gardens, Florida Details
Terrence Burns, ChFC's Wells Fargo Advisors, LLC Experience January 2006 - Present
Job Associate Vice President Investment Officer at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2006 - Present
Van der Moolen  May 1987 - June 2005
Fagenson & Company   1987 - 2000

Education
Muhlenberg College

David Barbito David Barbito Miami/Fort Lauderdale Area Details
David Barbito's Wells Fargo Advisors, LLC Experience 2007 - Present
Job Regional Operations and Service Manager, Vice President at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  December 2014 - Present
Wells Fargo Advisors, LLC   2007 - Present

Education
New Jersey City University   1988 — 1997

New Jersey City University   1988 — 1995

bayonne high school   1984 — 1988

Bob Dyble Bob Dyble Greater Milwaukee Area Details
Bob Dyble's Wells Fargo Advisors, LLC Experience July 1976 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 1976 - Present
Prudential Securities, Inc.   June 1994 - February 2004

Education
Northern Michigan University   1965 — 1970
B.S., Biology, Geography, Math, Chemistry

Howard Dal Monte Howard Dal Monte Phoenix, Arizona Area Details
Howard Dal Monte's Wells Fargo Advisors, LLC Experience March 2012 - Present
Job Financial Advisor, Assistant Vice President – Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 2012 - Present
Edward Jones  March 2009 - March 2012
Bank of America  January 2008 - January 2009
JPMorgan Chase  March 2007 - January 2008
JPMorgan Chase  November 2005 - March 2007

Skills
Retirement, Investments, Insurance Strategies

Education
Northern Arizona University   1999 — 2003
Bachelor of Science in Business Administration - CIS Major, Business administration - Major CIS, Minor Biology

Katherine J. Stanfield Katherine J. Stanfield Rhinebeck, New York Details
Katherine J. Stanfield's Wells Fargo Advisors, LLC Experience October 2008 - Present
Job Associate Vice President Investments, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2008 - Present
Morgan Stanley  June 1997 - September 2008

Skills
Retirement Planning, Investments, Retirement, Finance, Strategy, Asset Allocation, Public Speaking, Equities

Education
Mount Holyoke College   1994 — 1997
B.A,, Economics, Physics

Classical High School

Joshua Nowasell Joshua Nowasell Greater New York City Area Details
Joshua Nowasell's Wells Fargo Advisors, LLC Experience March 2015 - Present
Job Senior Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 2015 - Present
J.P. Morgan   August 2013 - March 2015
Charles Schwab  August 2011 - August 2013
Peace Corps  January 2011 - June 2011
Wells Fargo  January 2010 - December 2010
Wachovia  August 2008 - January 2010
Hard Rock Cafe  May 2006 - August 2008

Skills
Sales, Market Planning, Finance, Sales Process, Marketing Research, Training, Phone Skills

Education
Niagara University   2007 — 2008
MBA, International Commerce

Niagara University   2007 — 2008
Master, Business Administration; International Business, 3.89

Niagara University   2003 — 2007
Bachelors, Commerce, Marketing, French, 3.44

UNIVERSITÉ CATHOLIQUE DE L'OUEST   2005 — 2005
French Language and Literature

Schiller International University
European Culture and Governmental Practices

Chris Barmann Chris Barmann Kansas City, Missouri Area Details
Chris Barmann's Wells Fargo Advisors, LLC Experience November 2009 - December 2014
Job Financial Advisor at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed  December 2014 - Present
Wells Fargo Advisors, LLC   November 2009 - December 2014
Edward Jones Investments  September 2003 - November 2009
Southwestern Company  June 1999 - August 2003

Education
University of Missouri-Columbia   1999 — 2002
History, History

Northwest Missouri State University   1998 — 1999

Maryville High School   1994 — 1998

Barb Gooch Barb Gooch Marquette, Michigan Details
Barb Gooch's Wells Fargo Advisors, LLC Experience January 2013 - Present
Job Client Associate
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2013 - Present
Barbara Gooch Transcription & Proofreading   November 2002 - May 2013
Brady Marketing Group  September 1996 - March 2002

Education
Northern Michigan University   1991 — 1996
Bachelor of Arts (B.A.), Marketing & Spanish

University of Valencia   1994 — 1994
Spanish

Donna Sullivan Donna Sullivan United States Details
Donna Sullivan's Wells Fargo Advisors, LLC Experience January 2007 - August 2012
Job Administrative Manager, V.P. Merrill Lynch South Jersey Complex
Industry Financial Services
Experience
Merrill Lynch  May 2014 - Present
Prestige Wealth Management Group  August 2012 - May 2014
Wells Fargo Advisors, LLC   January 2007 - August 2012
Wachovia Securities Financial Network  November 2001 - January 2007
Prudential Securities  November 1998 - November 2001
Prudential Securities  November 1996 - November 1998
Prudential Securities  December 1991 - November 1996

Skills
Risk Management, Compliance, GIPS Compliance, Unified Managed Accounts, SEC filings, FINRA, Securities, Insurance, Investment Advisory, Series 63, Series 7, Series 65, Series 24, Series 3, Series 8 (9/10)

Education
Monmouth University   1994 — 1999
MBA, Business Administration and Management, General

Rutgers University-New Brunswick   1986 — 1990
BA, Communication, History

Frank Chou Frank Chou Greater New York City Area Details
Frank Chou's Wells Fargo Advisors, LLC Experience June 2012 - July 2014
Job Managing Director at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  July 2014 - Present
Wells Fargo Advisors, LLC   June 2012 - July 2014
Wells Fargo Advisors, LLC   December 2006 - May 2012
Morgan Stanley Dean Witter  1996 - November 2006

Education
Moravian College   1992 — 1996
Finance, Economics

RICK MIELKE RICK MIELKE Orange County, California Area Details
RICK MIELKE's Wells Fargo Advisors, LLC Experience February 2011 - August 2011
Job Financial Advisor at Edward Jones
Industry Investment Management
Experience
Edward Jones  January 2012 - February 2015
Wells Fargo Advisors, LLC   February 2011 - August 2011
Video Production Services  2009 - 2011
Wait Media Group   2009 - 2010
KOCE-TV  June 2003 - February 2009
KTVL-TV   2000 - 2003

Skills
Video, Voice Over, Video Production, Video Editing, Radio, Media Relations, Press Releases, Television, Public Relations, Editing, Public Speaking

Education
Northwestern University   1982 — 1983
Master's, Journalism

University of California, Los Angeles   1978 — 1982
BA/English, Communications

Marina High School   1974 — 1978

William Griffis, CFP(r) William Griffis, CFP(r) Greater Chicago Area Details
William Griffis, CFP(r)'s Wells Fargo Advisors, LLC Experience December 2011 - September 2013
Job Financial Advisor at RCM Wealth Advisors
Industry Financial Services
Experience
RCM Wealth Advisors   September 2013 - Present
Wells Fargo Advisors, LLC   December 2011 - September 2013

Skills
Investments, Insurance, Finance, Series 7, Retirement Planning, Mutual Funds, Fixed Annuities, Retirement, Wealth Management, Investment Advisory, Asset Allocation, Strategic Financial..., Estate Planning, Series 63, 401k, Securities, Life Insurance, Long-term Care, Alternative Investments, Financial Planners, Disability Insurance, Management, Investment Strategies, IRAs, Investment Education, Financial Education, Financial Planning

Education
National Louis University
Master's Degree, Educational Edministration

Eric Froberg, AAMS Eric Froberg, AAMS Marquette, Michigan Details
Eric Froberg, AAMS's Wells Fargo Advisors, LLC Experience July 2004 - October 2013
Job Financial Advisor at Raymond James Financial Services Inc. / Mark Aho Financial Group
Industry Financial Services
Experience
Raymond James Financial Services Inc.  October 2013 - Present
Wells Fargo Advisors, LLC   July 2004 - October 2013
Bank of America  June 2002 - June 2004

Skills
Retirement Planning, Wealth Management, Banking, Financial Advisory, Loans, Investments, Financial Markets, Mutual Funds, Portfolio Management, Investment Advisory, Financial Analysis

Education
Northern Michigan University   1996 — 2001
Bachelor, Finance

Lorrie Levin Lorrie Levin Greater Chicago Area Details
Lorrie Levin's Wells Fargo Advisors, LLC Experience December 2013 - Present
Job Senior Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   December 2013 - Present
Wells Fargo  November 2005 - December 2013

Education
Northeastern Illinois University   2002 — 2006
BA, Criminal Justice

Good Counsel   1990 — 1994

James Galbraith III, CFP® James Galbraith III, CFP® Greater New York City Area Details
James Galbraith III, CFP®'s Wells Fargo Advisors, LLC Experience September 1996 - Present
Job First Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 1996 - Present
Smith Barney  April 1992 - September 1996

Education
Moravian College   1985 — 1989
BA, Business Management, Political Science

MHS

David O'Suilleabhain David O'Suilleabhain Greater St. Louis Area Details
David O'Suilleabhain's Wells Fargo Advisors, LLC Experience December 2009 - Present
Job Product Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   December 2009 - Present
Wells Fargo Advisors, LLC   May 2008 - November 2009
Wachovia, Corporate Investment Bank   2007 - 2008
Compass Group  2005 - 2007

Skills
Series 7, Series 24, Asset Allocation, Asset Management, Credit, Finance, Financial Services, Investments, Mutual Funds, Portfolio Management, Securities, Spanish, Wealth Management

Education
Charlotte Catholic

North Carolina State University
BA, Spanish

North Carolina State University - College of Management
BS, Finance

University of Valencia

Joann McDevitt Joann McDevitt Greater New York City Area Details
Joann McDevitt's Wells Fargo Advisors, LLC Experience July 2013 - Present
Job Branch Liaison at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2013 - Present
Wells Fargo Advisors, LLC   March 2004 - July 2013
Drexel Burnham Lambert  May 1988 - June 1990
Drexel Burnham Lambert  May 1981 - May 1988

Skills
Operations Management, Customer Service, Microsoft Office

Education
New York University

Rouby B. Souraty Rouby B. Souraty New York, New York Details
Rouby B. Souraty's Wells Fargo Advisors, LLC Experience November 1997 - Present
Job Vice President Investments at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 1997 - Present

Skills
Retirement Planning, Asset Allocation, Insurance, 401(K) Rollovers., Business-Succession..., Deferred Compensation..., Estate Investment..., Multi-Generational..., Wealth-Preservation...

Education
New York University
Masters In Business Administration

John Orth John Orth Greater Chicago Area Details
John Orth's Wells Fargo Advisors, LLC Experience August 2007 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2007 - Present

Education
North Central College   2000 — 2002
Business Management, Business, Finance, Communications

Naperville North   1994 — 1998

Robert Scherzer Robert Scherzer Greater New York City Area Details
Robert Scherzer's Wells Fargo Advisors, LLC Experience 2009 - Present
Job vice president investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2009 - Present
Merrill Lynch  1993 - 2008

Skills
Asset Allocation, Wealth Management, Securities, Investments, Strategic Financial..., Financial Analysis, Insurance, Financial Reporting, Series 7, Series 63, Accounting, Mutual Funds, Real Estate, Business Analysis, Small Business, Strategic Planning, Fixed Income, Alternative Investments, Portfolio Management, Budgets, Estate Planning, Investment Strategies, Retirement Planning, Equities

Education
Northeastern University   1965 — 1970
Bachelor of Science, Finance

Tim Nulsen(home) Tim Nulsen(home) Greater St. Louis Area Details
Tim Nulsen(home)'s Wells Fargo Advisors, LLC Experience Responsibility for the direction and management to teams supporting the creation and delivery of over 300 million regulatory customer notifications, management of the firms Unclaimed Property program, delivery of over 12 million operational client communications and management of service support teams. Team members and contractors supporting these processes are located domestically and offshore. Accountable for managing an annual budget of +$8 million, mitigating operational risk and designing operational controls to limit firm exposure. VP Operations and ServiceWells Fargo AdvisorsJanuary 2010 - Present
Job VP Service and Operations at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   Responsibility for the direction and management to teams supporting the creation and delivery of over 300 million regulatory customer notifications, management of the firms Unclaimed Property program, delivery of over 12 million operational client communications and management of service support teams. Team members and contractors supporting these processes are located domestically and offshore. Accountable for managing an annual budget of +$8 million, mitigating operational risk and designing operational controls to limit firm exposure. VP Operations and ServiceWells Fargo AdvisorsJanuary 2010 - Present

Skills
Risk Management, Financial Analysis, Leadership, Business Analysis, Process Improvement

Education
Missouri State University   1982 — 1986
Bachelor’s Degree, Economics

School name:

Hedgecock, Mike Hedgecock, Mike Greater St. Louis Area Details
Hedgecock, Mike's Wells Fargo Advisors, LLC Experience February 2004 - Present
Job Usher at St. Louis Cardinals
Industry Sports
Experience
St. Louis Cardinals  March 2006 - Present
Wells Fargo Advisors, LLC   February 2004 - Present

Skills
Mutual Funds, Retirement Planning, Wealth Management, Prime Brokerage, Investments, Securities, Asset Management

Education
Southwest Missouri State University   1997 — 2001
BS, Business/Corporate Communications

David Morton, MBA David Morton, MBA Greater New York City Area Details
David Morton, MBA's Wells Fargo Advisors, LLC Experience December 2008 - Present
Job Vice PresidentInvestments, Fundamental Choice Portfolio Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   December 2008 - Present
CitiSmithBarney   May 1998 - December 2008
Merrill Lynch  October 1987 - April 1998

Skills
Investments, Retirement Planning, Alternative Investments, Securities, Insurance, Risk Management, Financial Services, Equities, Asset Allocation, Fixed Income, Bonds, Capital Markets, Hedge Funds, Due Diligence, Corporate Finance, 401k Rollovers, Retirement Plan..., Investment Strategies, Strategic Planning, Tax Efficient Strategies, Wealth Preservation..., Concentrated Stock..., Estate Planning...

Education
New York University
MBA, Finance and International Business

University of Pennsylvania - The Wharton School
B.S. Economics, Finance and Marketing

The Gilman School

Greg Lvov Greg Lvov Greater New York City Area Details
Greg Lvov's Wells Fargo Advisors, LLC Experience October 2007 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2007 - Present

Skills
Retirement Planning, Asset Allocation, Mutual Funds, Retirement, Investments

Education
Montclair State University   1994 — 1999
Business Administration

Glen Katz Glen Katz Scottsdale, Arizona Details
Glen Katz's Wells Fargo Advisors, LLC Experience January 2012 - Present
Job Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2012 - Present

Education
Northern Illinois University   1969 — 1973
Bachelor's degree, Psychology

William Brewster Jr William Brewster Jr Orlando, Florida Area Details
William Brewster Jr's Wells Fargo Advisors, LLC Experience July 2005 - Present
Job Complex Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2005 - Present

Education
Missouri Southern State University   1975 — 1979
BS, Economics and Finance

Francie Brown Francie Brown Greater New York City Area Details
Francie Brown's Wells Fargo Advisors, LLC Experience June 2009 - Present
Job Compliance Specialist at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 2009 - Present
AG Edwards & Sons  March 2000 - May 2009
David Lerner Associates, Inc.   January 1992 - March 2000

Education
Nassau Community College   1992 — 1995
Associate's Degree

shane brodersen shane brodersen Greater St. Louis Area Details
shane brodersen's Wells Fargo Advisors, LLC Experience October 2008 - Present
Job Vice President PCG Administration at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2008 - Present
Edward Jones  July 2000 - October 2008
Walgreens  November 1998 - July 2000

Skills
Series 7, Series 63, Series 24, Series 9, Series 10, AAMS, Mutual Funds

Education
Webster University   2000 — 2003
Master of Business Administration (M.B.A.), Finance, General

Missouri State University   1993 — 1998
Bachelor of Science, Business, Management, Marketing, and Related Support Services

Glendale highschool   1989 — 1993

Mill Harris Mill Harris Greater New York City Area Details
Mill Harris's Wells Fargo Advisors, LLC Experience June 2000 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 2000 - Present

Skills
Investments, Equities, Asset Allocation, Financial Analysis, Hedge Funds, Private Equity, Team Leadership, Microsoft Office, Public Speaking

Education
NYU

Adam Diamont Adam Diamont Houston, Texas Area Details
Adam Diamont's Wells Fargo Advisors, LLC Experience June 1996 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 1996 - Present
US Army  1988 - 1992
US Army  1988 - 1992

Education
Murray State University   1985 — 1992
BS, Business - Area in Finance

April Ward April Ward Greater Chicago Area Details
April Ward's Wells Fargo Advisors, LLC Experience October 2013 - Present
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2013 - Present
Pinnacle Wealth Management Pvt Ltd   October 2011 - October 2013
Wayne Hummer Asset Management  June 2006 - May 2010

Education
Northeastern Illinois University   1983 — 1985
Bachelors, Training/Development/Psychology

Andrew Grosso Andrew Grosso Greater New York City Area Details
Andrew Grosso's Wells Fargo Advisors, LLC Experience June 2012 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 2012 - Present
Dawson James Securities  September 2010 - June 2012

Skills
Informational Technology, Equities, Investments, Wealth Management, Mutual Funds, Asset Managment, Financial Advisory, Sales, Securities, Bonds, Series 7

Education
Monmouth University   2008 — 2010
M.A.T., Mathematical Education

Monmouth University   2004 — 2008
B.A., Communication

Arlen Ledet Arlen Ledet Greater New Orleans Area Details
Arlen Ledet's Wells Fargo Advisors, LLC Experience April 2011 - Present
Job Senior Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2011 - Present
Morgan Stanley  November 1984 - April 2011

Skills
Management, Negotiation, Tax, Asset Allocation, Microsoft Office, Community Development, Financial Services, Investment Advisory, Contract Negotiation, Wealth, Wealth Management..., Customer Service, Team Building, Retirement Planning, Series 7, Mutual Funds, Wealth Management, Budgets, Operations Management, Series 63, Investments

Education
Nicholls State University
Bachelor of Science

Todd Chambers Todd Chambers Saint Louis, Missouri Details
Todd Chambers's Wells Fargo Advisors, LLC Experience October 2011 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2011 - Present
US Bank  April 2010 - September 2011
Sara Lee Bread Company   May 2008 - December 2009

Education
Missouri State University   2005 — 2009
Bachelor of Science (B.S.), Accounting

Missouri State University   2005 — 2009
Bachelor of Science (B.S.), Management

Mitchell Ito, CFA Mitchell Ito, CFA Greater Chicago Area Details
Mitchell Ito, CFA's Wells Fargo Advisors, LLC Experience August 2012 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2012 - Present
R.J. O'Brien   February 1999 - March 2012
Salomon Smith Barney  August 1985 - February 1999

Education
Northwestern University   1981 — 1985
Master of Business Administration (MBA) & School of Law (J.D.)

University of California, Berkeley   1977 — 1981
Bachelor of Science (BS), Business Administration

Kimberly Whaley Kimberly Whaley Cincinnati Area Details
Kimberly Whaley's Wells Fargo Advisors, LLC Experience October 2013 - Present
Job Senior Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2013 - Present
Citi Personal Wealth Management  July 2007 - October 2013
Fidelity Investments  November 1999 - June 2006

Education
Thomas More College   2003 — 2004
Master of Business Administration (M.B.A.), Business Administration and Management, General

Morehead State University   1994 — 1998
Bachelor of Education (B.Ed.), Education/Teaching of Individuals in Elementary Special Education Programs

Robert Clayson Robert Clayson Waltham, Massachusetts Details
Robert Clayson's Wells Fargo Advisors, LLC Experience 2004 - Present
Job Senior Vice PresidentInvestment Officer, Financial Advisor at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2004 - Present
Bear Stearns Cos. Inc.   October 1976 - September 1999
Bear Stearns & Co. Inc.   1976 - 1999

Education
Northeastern University   1969 — 1970
Bachelor of Arts (BA), Finance and Insurance

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