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.

Wells Fargo Advisors, LLC Salaries. You can even request information on how much does Wells Fargo Advisors, LLC pay if you want to. Learn about salaries, pros and cons of working for Wells Fargo Advisors, LLC directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

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
Charles (Chuck) Laverty Charles (Chuck) Laverty Greater Denver Area Details
Charles (Chuck) Laverty's Wells Fargo Advisors, LLC Experience March 2007 - June 2010
Job Regional Advisor Consultant
Industry Financial Services
Experience
Oppenheimer Funds  May 2014 - Present
Vail Resorts  November 2011 - Present
TIAA-CREF  September 2013 - May 2014
TIAA-CREF  August 2012 - September 2013
JP Morgan Asset Management  July 2011 - June 2012
Pak Mail  October 2010 - July 2011
IP5280  June 2010 - October 2010
Wells Fargo Advisors LLC  March 2007 - June 2010
Boyne Mountain  December 2006 - March 2010
Midland Country Club  August 2005 - October 2008

Skills
Customer Service, Microsoft Office, Management, Team Building, Marketing, Sales, Time Management, Leadership, Coaching, CRM, Microsoft Excel, Negotiation, Event Planning, New Business Development, Account Management, Customer Satisfaction, Public Speaking, Sales Management, Social Media, Advertising, PowerPoint, Finance, Microsoft Word, Fundraising, Consulting, Financial Analysis, Financial Services, Social Networking, Investments

Education
Northwood University   2005 — 2009
BBA, Banking & Finance/Economics/Management

Clare High School   2001 — 2005
Diploma, High School Diploma

William Winslow William Winslow Wilmington, North Carolina Details
William Winslow's Wells Fargo Advisors, LLC Experience October 2012 - January 2014
Job Investment Consultant
Industry Financial Services
Experience
Scottrade  February 2014 - Present
Wells Fargo Advisors, LLC   October 2012 - January 2014
TD Wealth Management  2006 - 2009
Morgan Stanley  2004 - 2005
UNC Wilmington  2004 - 2004
Investors Capital  2001 - 2004

Skills
Portfolio Management, Strategic Financial..., Alternative Investments, Investments, Securities, Financial Services, Finance, Fixed Annuities, Insurance, Financial Risk, Corporate Finance, Mutual Funds, Series 7, Wealth Management, Retirement Planning, Financial Advisory, Series 63, Asset Allocation, Investment Advisory, Retirement

Education
UNCW   1997 — 1999
Master of Business Administration (MBA)

Norwich University   1985 — 1986
Master of Education (M.Ed.)

Norwich University   1980 — 1985
Bachelor of Science (BS)

Amherst Regional HS   1978 — 1980

Kate Master Kate Master Greater Philadelphia Area Details
Kate Master's Wells Fargo Advisors, LLC Experience April 2009 - June 2012
Job Executive Assistant at Canon Financial Services, Inc.
Industry Financial Services
Experience
Canon Financial Services, Inc.   June 2012 - Present
Wells Fargo Advisors, LLC   April 2009 - June 2012
UBS Wealth Management  January 2008 - April 2009
Rutgers University  March 2005 - December 2007

Skills
Financial Services, Customer Service, Research, Financial Analysis, Microsoft Office 2007, Corporate Finance, Project Management, Investments, Asset Managment, Credit, Asset Management, Management, Training, Leadership, Accounting, Strategic Planning, Sales

Education
Rutgers, The State University of New Jersey-New Brunswick   2012 — 2014
Master of Library & Information Science (MLIS)

Rutgers, The State University of New Jersey - Rutgers Business School   2004 — 2007
Bachelor of Science (BS), Marketing

Ocean County College   2002 — 2004
AA, Liberal Arts

Barrett Benson Barrett Benson Chico, California Area Details
Barrett Benson's Wells Fargo Advisors, LLC Experience 2009 - September 2012
Job Wealth Advisor at Benson Wealth Management, Inc.
Industry Financial Services
Experience
Benson Wealth Management, Inc.   October 2012 - Present
Wells Fargo Advisors, LLC   2009 - September 2012
Wachovia Securities Financial Network  2008 - 2009
A.G. Edwards & Sons, Inc. (a predecessor firm of Wells Fargo Advisors,LLC)   2007 - 2008
LPL Financial  2005 - 2007
Financial Network Investment Corporation, Member SIPC  2003 - 2005

Education
Pacific Union College   1997 — 2001
B.S., Marketing

Roger E. Vlach, CFP®, CRPC® Roger E. Vlach, CFP®, CRPC® Bend, Oregon Details
Roger E. Vlach, CFP®, CRPC®'s Wells Fargo Advisors, LLC Experience September 1979 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 1979 - Present

Skills
Investments, Retirement, Retirement Planning, Customer Service, Insurance, Investment Strategies, Alternative Investments, Finance, Fixed Annuities, Financial Services, Financial Analysis, Team Building, Asset Allocation, Mutual Funds, Relationship Management

Education
Oregon State University   1971 — 1972
Masters of Education

Oregon State University   1964 — 1968
Bachelor of Science

James Pyles, CFP® James Pyles, CFP® Bellingham, Washington Area Details
James Pyles, CFP®'s Wells Fargo Advisors, LLC Experience September 2003 - Present
Job Vice President Investment Officer, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 2003 - Present
Air Liquide America  September 1992 - September 2003
Johnson Controls  January 1988 - June 1992

Skills
Investment Planning, Investments, Retirement Planning, Strategic Planning, Risk Management, Financial Analysis, Financial Advisory, Asset Allocation, Estate Investment..., Fixed Income Strategies, Insurance

Education
Purdue University   1983 — 1987
BS, Mechanical Engineering

David Sager David Sager Fayetteville, Arkansas Area Details
David Sager's Wells Fargo Advisors, LLC Experience November 2006 - Present
Job Branch Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 2006 - Present
Wachovia Securities, LLC  November 2006 - December 2009
A.G. Edwards & Sons, Inc.   November 2006 - November 2007
Arvest Asset Management  January 2006 - November 2006
Merrill Lynch  January 2005 - January 2006
Farmers Insurance & Financial Services  April 2001 - January 2005

Education
University of Arkansas   1994 — 1999
Bachelor of Science, Business Administration

Ouachita Baptist University   1992 — 1994
Transfer, Business Administration

Berryville High School   1988 — 1992

Brian Seitz, AAMS ® Brian Seitz, AAMS ® Dallas/Fort Worth Area Details
Brian Seitz, AAMS ®'s Wells Fargo Advisors, LLC Experience November 2006 - January 2013
Job Financial Consultant at Seitz Wealth Management, LLC
Industry Financial Services
Experience
LPL Financial  January 2013 - Present
Wells Fargo Advisors, LLC   November 2006 - January 2013
Edward Jones  October 2002 - November 2006
Verizon Business  June 1999 - October 2002

Skills
Investments, Series 7, Mutual Funds, Asset Allocation, Retirement Planning

Education
Ohio University   1995 — 1999
BA, Business Administration

Ohio University   1995 — 1999
BS, Telecommunications

Nolan Meeuwsen Nolan Meeuwsen Hillsboro, Oregon Details
Nolan Meeuwsen's Wells Fargo Advisors, LLC Experience March 2009 - Present
Job Vice President Investment Officer at WELLS FARGO ADVISORS, LLC
Industry Financial Services
Experience
WELLS FARGO ADVISORS, LLC   March 2009 - Present

Skills
Retirement Planning, Investments, Securities, Mutual Funds, Strategic Planning, 401k Rollovers, Asset Allocation, Financial Advisory, Fixed Income Strategies, Investment Strategies, Relationship Management, Retirement, Retirement Plan..., Retirement Savings, Bonds, Variable Annuities, Stock Analysis

Education
Oregon Institute of Technology   1982 — 1986
Bachelor of Applied Science (BASc), Diesel Mechanics Technology/Technician

Nathan P. Osborn Nathan P. Osborn Denver, Colorado Details
Nathan P. Osborn's Wells Fargo Advisors, LLC Experience June 2010 - December 2011
Job Investor Services / Middle Office at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman  January 2015 - Present
Fifth Third Bank  December 2012 - January 2015
Fifth Third Securities  December 2011 - December 2012
Wells Fargo Advisors, LLC   June 2010 - December 2011

Skills
Series 7, Series 66, Microsoft Office, Bloomberg, PowerPoint, Excel, WebEx, Insurance, Sales Operations, Financial Accounting, Microsoft Excel, Bonds, Capital Markets, Uniform Combined State..., Derivatives, Financial Services, Social Media, Fixed Income, Financial Analysis, Finance

Education
Xavier University   2012 — 2014
Williams College of Business M.B.A., International Business

Ohio Wesleyan University   2005 — 2009
Bachelor of Arts, Politics and Government / International Relations, 3.6 / 4.00 Cumulative GPA

Edgerton High School   2001 — 2005
3.9 / 4.00 Cumulative GPA

Jay Mahajan Jay Mahajan Greater San Diego Area Details
Jay Mahajan's Wells Fargo Advisors, LLC Experience October 2005 - Present
Job Senior Vice President, Regional Brokerage Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2005 - Present
Smith Barney  December 2000 - November 2005
Prudential Securities  September 1998 - December 2000
United States Air Force  September 1994 - September 1998

Skills
Investment Advisory, Marketing Strategy, Mutual Funds, Insurance, Commercial Banking, Relationship Management, Financial Services, Financial Advisory, Alternative Investments, Credit Analysis, Investments, Corporate Finance, Equities, Recruiting, Small Business Lending, Hedge Funds, Investment Banking

Education
Pepperdine University, The George L. Graziadio School of Business and Management
B.S., Business Management

University of Southern California - Marshall School of Business
MBA, Business Management

Bruce J. Kunkle Bruce J. Kunkle Baltimore, Maryland Details
Bruce J. Kunkle's Wells Fargo Advisors, LLC Experience 2012 - Present
Job Financial Advisor Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2012 - Present

Skills
Risk Management, Retirement Planning, Financial Advisory, Investment Strategies, Investment Planning, 401k Rollovers, Retirement Plan..., Estate Planning..., Education Cost Analysis..., Tax-Efficient Strategies, Strategic Planning, Equity Strategies

Education
Temple University - Fox School of Business and Management
Master of Business Administration, 3.9

Penn State University   1999 — 2003
Bachelor of Science, Finance, 3.5

Guilherme Vilhena Guilherme Vilhena Miami, Florida Details
Guilherme Vilhena's Wells Fargo Advisors, LLC Experience July 2011 - May 2013
Job International Relationship Officer at Itaú Private Bank International
Industry Financial Services
Experience
Itaú Private Bank International   May 2013 - Present
Wells Fargo Advisors LLC  July 2011 - May 2013
Espirito Santo Bank  June 2011 - July 2011
Flagler Development Group   2008 - 2009

Skills
Investment Analysis, Private Client Services, Account Administration, Brokerage, Stocks, Bonds, Preferred Stock, Mutual Funds, Valuation, Series 7, Wealth Management, Private Banking, Private Clients, Securities

Education
University of Miami   2008 — 2010
Bachelors, Finance

Pepperdine University, The George L. Graziadio School of Business and Management   2006 — 2008
Business Administration and Management, General

EARJ   2002 — 2006
High School Diploma

MICHAEL TUOZZOLI MICHAEL TUOZZOLI Westport, Connecticut Details
MICHAEL TUOZZOLI's Wells Fargo Advisors, LLC Experience April 2000 - Present
Job Senior Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2000 - Present

Education
Norwalk Community College

Notre Dame Catholic High School

Rosalinda Herrera-Boada Rosalinda Herrera-Boada Boca Raton, Florida Details
Rosalinda Herrera-Boada's Wells Fargo Advisors, LLC Experience June 2001 - Present
Job Financial Advisor at Wells Fargo Advisors LLC.
Industry Financial Services
Experience
Wells Fargo Advisors LLC.  June 2001 - Present

Skills
Financial Advisory, IRAs, Asset Allocation, Investment Strategies, Alternative Investments, Estate Strategies, Strategic Investment..., Equities, Goverment, Municipal,..., 529 Plans, Lines Of Credit

Education
Nova Southeastern University
Master of Business Administration (M.B.A.), Banking and Financial Support Services

Universidad Catolica Andres Bello, Caracas, Venezuela

Colegio San Jose de Tarbes Caracas-Venezuela

Brendan Dooley, CRPC® Brendan Dooley, CRPC® Greater Philadelphia Area Details
Brendan Dooley, CRPC®'s Wells Fargo Advisors, LLC Experience October 2012 - December 2014
Job Financial Advisor at MLS Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 2014 - Present
Wells Fargo Advisors, LLC   October 2012 - December 2014
Wells Fargo Bank, N.A.   July 2010 - October 2012
Mihlfeld & Associates  September 2009 - May 2010
Penn State University  January 2009 - July 2009
Penn State University  October 2006 - July 2009
Urish Popeck & Co., LLC   January 2009 - April 2009
Penn State University  January 2008 - January 2009
Penn Mutual  June 2008 - August 2008

Education
Penn State University   2005 — 2009
B.S., Economics

Hatboro-Horsham High School

David Deahl David Deahl Mishawaka, Indiana Details
David Deahl's Wells Fargo Advisors, LLC Experience October 1999 - Present
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 1999 - Present

Skills
Investments, Retirement Planning, Strategic Financial..., Insurance

Education
Purdue University
Bachelor's Degree, Business Administration and Management, General

Shad Patterson, CRPC® Shad Patterson, CRPC® Dublin, Ohio Details
Shad Patterson, CRPC®'s Wells Fargo Advisors, LLC Experience May 2008 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC  May 2008 - Present
UBS  May 1995 - May 2008

Skills
Retirement Planning, Investments, Retirement, Mutual Funds, Alternative Investments, Asset Allocation, Investment Strategies, Risk Management, Equities, ETFs, IRA's

Education
Ohio Wesleyan University   1990 — 1994
Economics Management, Finance

Athens high school

Sean D. Vanhille Sean D. Vanhille Rockford, Illinois Area Details
Sean D. Vanhille's Wells Fargo Advisors, LLC Experience January 2004 - Present
Job Associate Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2004 - Present

Skills
Strategic Financial..., Series 7, Investments, Retirement Planning, Uniform Combined State..., Series 63, Series 65, Alternative Investments, Retirement, Insurance, Equities, Investment Advisory, Fixed Annuities, Mutual Funds, Asset Allocation, Investment Strategies

Education
Palm Beach Atlantic University   2000 — 2003
Finance, Finance, Psychology

Nancy Cook Nancy Cook Zephyrhills, Florida Details
Nancy Cook's Wells Fargo Advisors, LLC Experience January 1986 - Present
Job Managing Director Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 1986 - Present
A.G. Edwards & Sons, Inc.   1986 - 2007
E-Systems  1983 - December 1985

Skills
Investments, Retirement Planning, Securities, Investment Strategies, Financial Services, Asset Allocation, Mutual Funds, Wealth Accumulation, Qualified Retirement..., Wealth Preservation..., Multi-generational..., Financial Advisory, Estate Planning Strategy, IRAs, Alternative Investments, Retirement, Finance, 401k, Investment Planning, Concentrated Equity..., Estate Investment..., Fixed Income Strategies, Multigenerational..., Risk Management, Bonds, Annuities, Strategic Planning, Tax-Efficient Strategies

Education
Pasco-Hernando State College

Zephyrhills High School

Jose L. Cetale Jose L. Cetale Greater San Diego Area Details
Jose L. Cetale's Wells Fargo Advisors, LLC Experience July 1991 - Present
Job Senior Vice President Investments Senior Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 1991 - Present

Skills
Investments, Insurance, Finance, Asset Allocation, Retirement Planning, Mutual Funds, Financial Advisory, Investment Strategies, Securities, Alternative Investments, Financial Planning, Banking, Financial Services, Asset Management, Portfolio Management

Education
San Diego State University-California State University
Bachelor of Science in Business Administration, FINANCE

Pontificia Universidad Javeriana
ECONOMICS

San Juan Berchmans
High School

Jack Wimer Jack Wimer Grove, Oklahoma Details
Jack Wimer's Wells Fargo Advisors, LLC Experience May 2007 - Present
Job Senior Vice President Investment Officer, Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2007 - Present
Expansion Management Magazine   1994 - 1998
Midwest Research Institute  1986 - 1990
State of California  1984 - 1986
United States Synthetic Fuels Corporation   1981 - 1983
United States Senate  1979 - 1981

Skills
Retirement Planning, Alternative Investments, Mutual Funds, Investments, Retirement, Asset Allocation, Financial Advisory, Securities, Investment Strategies, Estate Planning, Equities, IRAs, Fixed Income

Education
University of Tulsa   1972 — 1975
Bachelor of Arts (B.A.), Journalism

Oklahoma City University   1971 — 1972

Steve Shatynski Steve Shatynski Orange County, California Area Details
Steve Shatynski's Wells Fargo Advisors, LLC Experience December 2008 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   December 2008 - Present
US Navy Reserves  January 1991 - June 2011
Merrill Lynch  January 1991 - December 2008
US Navy  June 1983 - January 1991

Skills
Investments, Finance, Management, Financial Advisory, Financial Services, Insurance, Military, Retirement Planning, Asset Allocation, Navy, Leadership, Strategic Planning, Retirement, Project Planning, Risk Management, Investment Strategies, Financial Analysis, Mutual Funds, 401k Rollovers, Wealth Preservation..., Retirement Plan..., Alternative Investments, Fixed Annuities, Financial Risk, Investment Planning, Estate Investment...

Education
United States Naval Academy   1979 — 1983
BS, Business, Engineering

Oregon State University   1978 — 1979

Loyola High School   1974 — 1978

Our Lady of Perpetual Help School   1967 — 1974

Onur Sarikas Onur Sarikas Greater St. Louis Area Details
Onur Sarikas's Wells Fargo Advisors, LLC Experience 2009 - March 2011
Job QA Lead
Industry Computer Software
Experience
Elsevier  October 2012 - Present
Stereotaxis  June 2011 - June 2012
Monsanto  January 2011 - June 2011
Wells Fargo Advisors, LLC   2009 - March 2011
Anheuser-Busch Companies, Inc.   June 2007 - November 2009
Network Solutions  January 2006 - June 2007
SBC  November 2004 - December 2005
AT&T  November 2004 - December 2005

Skills
Test Management, Test Planning, Project Management, Integration, Platform Migration, ETL, SAP Testing, Data Conversion, Testing, Database Testing, User Acceptance Testing, XML, Business Objects, Agile Methodologies, SQL, Quality Assurance, SDLC, Web Applications, Unix, Requirements Analysis, Software Quality..., Test Cases, Manual Testing, Software Documentation, Regression Testing, Requirements Gathering, QTP, Defect Tracking, Process Improvement, Web Services, HP QTP

Education
Southern Illinois University, Edwardsville   1999 — 2001
Master's, Business Administration with focus on Management Information Systems (MBA/MIS)

Orta Doğu Teknik Üniversitesi / Middle East Technical University   1993 — 1998
Bachelor's, Engineering

Orta Doğu Teknik Üniversitesi / Middle East Technical University   1993 — 1998
Bachelor's, Engineering

Uskudar Fen Lisesi

Jake Elliott Jake Elliott Seattle, Washington Details
Jake Elliott's Wells Fargo Advisors, LLC Experience 2012 - December 2013
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  February 2014 - Present
Fidelity Investments  December 2012 - February 2014
Wells Fargo Advisors, LLC   2012 - December 2013
ChemPoint  November 2010 - January 2012
ChemPoint  December 2009 - November 2010
ChemPoint  September 2008 - December 2009
ChemPoint  January 2008 - September 2008
The PPI Group  June 2006 - November 2007
Koinonia Foster Homes  May 2002 - December 2004

Skills
Market Development, New Business Development, Product Marketing, Sales Operations, Competitive Analysis, Market Research, Key Account Management, Cross-functional Team..., Sales Presentations, Market Analysis, Direct Sales, Selling, Sales Process, Strategic Partnerships, Financial Analysis

Education
Pacific University   1998 — 2002
B.A.

Yerington High School   1994 — 1998

Michelle Dellilo Michelle Dellilo Syracuse, New York Area Details
Michelle Dellilo's Wells Fargo Advisors, LLC Experience April 2005 - Present
Job Senior Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2005 - Present
Salomon Smith Barney  August 1996 - August 2005

Skills
Customer Service, Microsoft Excel, Outlook

Education
National Academy of Sports Medicine   2012 — 2012
NASM Certified Personal Trainer

Onondaga Community College   1991 — 1993
Associate's degree, Criminal Justice

E. Tracy Lutke E. Tracy Lutke Saint Louis, Missouri Details
E. Tracy Lutke's Wells Fargo Advisors, LLC Experience March 1987 - Present
Job SVP; Director of Branch Operations
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 1987 - Present
Wachovia Securities  March 1987 - September 2009

Skills
Investments, Brokerage, Series 7, Series 63, Mergers & Acquisitions, Relationship Management, Securities

Education
Virginia Commonwealth University   1983 — 1986
Business of Science, Business Administration and Management, General

Radford University   1982 — 1983
Business Administration and Management, General

Justin Gottlieb Justin Gottlieb Miami, Florida Details
Justin Gottlieb's Wells Fargo Advisors, LLC Experience March 2007 - November 2012
Job Director of Sales at Madison Logic
Industry Marketing and Advertising
Experience
Madison Logic  November 2012 - Present
Social Shark, Inc.   April 2010 - March 2013
Wells Fargo Advisors, LLC   March 2007 - November 2012
Barclays Capital  July 2006 - March 2007
AllianceBernstein  June 2005 - July 2006

Skills
Sales, Investment Strategies, Entrepreneurship, Marketing Strategy, Lead Generation, Content Marketing, Social Media, Content Syndication, Product Development, Social Media Marketing, Networking, Social Networking, Online Lead Generation, Demand Generation, Cold Calling, Sales Operations, B2B, Investments, Advertising, Salesforce.com, Portfolio Management, Marketing, Analytics, Email Marketing, Bloomberg, Online Advertising, CRM, Business Development

Education
Pennsylvania State University   2001 — 2005
BS, Psychology with Business Option, 3.71

East Brunswick High School   1997 — 2001

Larry McDonald, CPRC® Larry McDonald, CPRC® Indianapolis, Indiana Area Details
Larry McDonald, CPRC®'s Wells Fargo Advisors, LLC Experience June 2006 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 2006 - Present
UBS  June 1991 - June 2006

Education
Purdue University   1963 — 1968
B. S., Civil Engineering

David Jolley David Jolley Charlotte, North Carolina Area Details
David Jolley's Wells Fargo Advisors, LLC Experience 2008 - 2010
Job Executive Recruiter at Parker and Lynch (7044056185)
Industry Financial Services
Experience
Parker and Lynch  2014 - Present
SPX Corporation  2012 - 2014
Electrolux Major Appliances  January 2011 - September 2012
Wells Fargo Advisors, LLC   2008 - 2010
Addison Whitney  August 2006 - July 2007

Skills
Leadership, Forecasting, Credit, Finance, Financial Analysis, Accounting, Customer Service, Account Management, Sales, Process Improvement, Strategy, Marketing, Microsoft Office, Microsoft Excel, Business Analysis, Windows 7, Microsoft Word, New Business Development, Analysis, Accounts Receivable, Data Analysis, SAP, Human Resources, Credit Risk, Credit Analysis, Customer Retention, Customer Analysis, CRM, Building Relationships, Networking, Mac OS, JD Edwards, AS400 system, SAP Portal, Outlook, Social Networking, Cash Flow, Risk Management, Business Development, Financial Reporting, Financial Modeling, Oracle On Demand, Recruiting, Financial Recruiting, Behavioral Interviewing

Education
Queens University of Charlotte   2004 — 2008
B.A., Marketing

Kristine Bailey Kristine Bailey Portsmouth, New Hampshire Details
Kristine Bailey's Wells Fargo Advisors, LLC Experience October 2007 - Present
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2007 - Present
Sweet Peas Village, Early Childhood School   2002 - 2007
Revlon Consumer Products Corp   1993 - 2001

Skills
Management, Proactive approach to..., Strong and consistent..., Excellent oral and..., Attention to detail.

Education
Ohio Wesleyan University   1979 — 1985
Bachelor of Arts (B.A.), International Business

Jeremy Adam Rudd Jeremy Adam Rudd Greater New York City Area Details
Jeremy Adam Rudd's Wells Fargo Advisors, LLC Experience February 2013 - May 2014
Job AVP Financial Solutions Advisor
Industry Financial Services
Experience
Bank of America Merrill Lynch  June 2014 - Present
Wells Fargo Advisors, LLC   February 2013 - May 2014
Merrill Lynch  July 2011 - February 2013
David Lerner Associates, inc.   February 2009 - July 2011
Benchmark Mortgage  August 2005 - June 2007
Home123  2003 - 2005

Skills
Investments, Mortgage Lending, Loans, Investment Advisory, Retirement, Retirement Planning, Wealth Management, Asset Allocation, Fixed Annuities, Portfolio Management, Fixed Income, Securities, 401k, Asset Management, Insurance, Long-term Care, Financial Analysis, Life Insurance, Disability Insurance, Mutual Funds, Financial Advisory, Wealth, Bonds, ETFs, Alternative Investments, IRAs, College Savings Plans, Equities, Roth IRA, 401k Rollovers, Life, Stocks, Municipal Bonds

Education
Ramapo College of New Jersey

Julie Novotny Julie Novotny Greater Denver Area Details
Julie Novotny's Wells Fargo Advisors, LLC Experience March 2011 - Present
Job Senior Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 2011 - Present

Education
Regis University   1992 — 1996
BS & BA

Richard Vissar Richard Vissar Holland, Michigan Details
Richard Vissar's Wells Fargo Advisors, LLC Experience 1989 - Present
Job Senior Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   1989 - Present
The Ohio Company  1981 - 1989

Education
Oklahoma State University   1968 — 1972
Bachelor of Science (B.S.), Marketing and Economics

Annabelle Showers Annabelle Showers Greater Seattle Area Details
Annabelle Showers's Wells Fargo Advisors, LLC Experience December 2009 - April 2011
Job Project and Portfolio Services at Intellectual Ventures
Industry Information Technology and Services
Experience
Intellectual Ventures  August 2013 - Present
Capital One  January 2013 - August 2013
Microsoft Corporation - Enterprise Support, Strategy   August 2012 - January 2013
Wells Fargo  January 2012 - August 2012
Microsoft Corporation  April 2011 - January 2012
Wells Fargo Wholesale Banking  2011 - 2012
Wells Fargo Advisors, LLC   December 2009 - April 2011
KCPS  January 2009 - January 2010
Wells Fargo Advisors, LLC   2009 - 2010
Volt Information Sciences  January 2007 - December 2008

Skills
Business Analysis, Strategic Planning, Six Sigma, Business Intelligence, Business Process..., Quality Assurance, Project Management, Program Management, Vendor Management, PMO, Business Process..., SDLC, Analysis, Information Technology, Enterprise Architecture, Management, Risk Management, IT Management, SharePoint, Visio, Cross-functional Team..., MS Project, Agile Methodologies, PMP, Process Improvement, Training, Outsourcing, Requirements Analysis, CRM, IT Strategy, Software Project..., Analytics, Software Documentation, Software Development, Business Process, Governance, Requirements Gathering, Leadership, Integration, Project Delivery, Project Portfolio..., Consulting, ERP, Data Center, Project Planning, Agile Project Management, Service Delivery, ITIL, Change Management, Business Requirements

Education
Philippine Christian University
BSBA, Accounting

Saint Theresa College

Gary J. Helbling Gary J. Helbling Stamford, Connecticut Details
Gary J. Helbling's Wells Fargo Advisors, LLC Experience January 2001 - July 2014
Job Senior Director of Investments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc.   September 2014 - Present
Wells Fargo Advisors, LLC   January 2001 - July 2014
Financial Advisor  January 1994 - June 2014
Financial Industry  January 1995 - January 2001

Skills
Investments, Securities, Financial Services, Asset Allocation, Insurance, Tax‐Efficient Strategies, Retirement, Estate Investment..., Fixed Income Strategies, Wealth‐Preservation..., Wealth Management...

Education
Quinnipiac University - School of Business   1989 — 1994
Bachelor of Applied Science (B.A.Sc.), Finance and Economics, 3.8

Amy Palatnick Amy Palatnick Greater St. Louis Area Details
Amy Palatnick's Wells Fargo Advisors, LLC Experience November 1999 - Present
Job First Vice President at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 1999 - Present

Skills
Salesforce.com, Series 7

Education
Randolph College

Ann Foster Sparks, AAMS® Ann Foster Sparks, AAMS® Greater Denver Area Details
Ann Foster Sparks, AAMS®'s Wells Fargo Advisors, LLC Experience January 2008 - Present
Job Senior Vice President – Investment Officer, Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2008 - Present
A.G. Edwards & Sons, Inc.   January 1989 - January 2008
Smith Barney Harris Upham  April 1984 - January 1989

Skills
Investments, 401k, Retirement Planning, Retirement, Fixed Annuities, Mutual Funds, Asset Allocation, Financial Advisory, Bonds, Busines Owner Planning, Concentrated Stock..., Estate Investment..., Fixed Income Strategies, Insurance

Education
Oregon State University   1975 — 1978
Business Administration

The Colorado College   1973 — 1975
Business Administration

Heather Helphrey Heather Helphrey West Palm Beach, Florida Details
Heather Helphrey's Wells Fargo Advisors, LLC Experience August 2001 - Present
Job Financial Advisor, Vice President Investments at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2001 - Present

Skills
Investments, Retirement Planning, FINRA, Variable Annuities, Bonds, Stocks, Life & Health Insurance..., Municipal Bonds, Bond Markets, Wealth Transfer, Investment Advisory, Mutual Funds, Fixed Annuities, Indexed Annuities

Education
Northwood University-Florida
Bachelor's degree, Business, Management, Marketing, and Related Support Services

Randall Sauer Randall Sauer Pittsburg, Kansas Details
Randall Sauer's Wells Fargo Advisors, LLC Experience January 1988 - Present
Job Financial Advisor, Senior VicePresident, Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 1988 - Present
Dillard Department Stores  June 1983 - December 1987

Education
Pittsburg State University   1979 — 1983
BSBA, Business

Winthrop University   1981 — 1982
Business

Roy Torrence Roy Torrence Greater Los Angeles Area Details
Roy Torrence's Wells Fargo Advisors, LLC Experience September 2008 - September 2010
Job Branch Manager/Purchase Specialist at Dignified Home Loans, LLC
Industry Real Estate
Experience
Dignified Home Loans, LLC  October 2014 - Present
Caliber Home Loans  September 2012 - September 2014
Caliber Home Loans  September 2012 - February 2014
Wells Fargo Home Mortgage  September 2010 - September 2012
Wells Fargo Advisors, LLC   September 2008 - September 2010
Wachovia Securities  September 2007 - September 2008
GMAC Mortgage  2006 - 2007
Magnolia Real Estate Funding   2004 - 2006
C&T NAPA Auto Parts   November 1984 - January 2004

Skills
Mortgage Banking, Mortgage Lending, Refinance, FHA, Loans, Investment Properties, REO, Investments, Residential Homes, Sales, Short Sales, Finance, Real Estate, Banking, Sellers, Selling, Investors, Property, Loan Origination, Residential Mortgages, Portfolio Management, VA loans, Real Estate Financing, USDA, Reverse Mortgages, FHA financing, Certified Mortgage..., Construction Loans, Credit, Commercial Mortgages, Mortgage Underwriting, First Time Home Buyers, Home Equity Loans, Foreclosures, Loss Mitigation, Underwriting, Credit Analysis, Commercial Lending, Real Estate Transactions, Real Estate Economics, Consumer Lending, Government Loans, Loan Servicing

Education
Ventura College of Law   1990 — 1991
Law

Northwood University   1982 — 1984
Business

Oxnard College   1980 — 1982
General Ed

Channel Islands High School   1977 — 1980

Hueneme High School   1976 — 1977

Brian E. Randolph Brian E. Randolph Boise, Idaho Area Details
Brian E. Randolph's Wells Fargo Advisors, LLC Experience February 2006 - August 2011
Job Senior Financial Advisor, Partner at Beto Randolph Wealth Management
Industry Financial Services
Experience
Beto Randolph Wealth Management   August 2011 - Present
Wells Fargo Advisors, LLC   February 2006 - August 2011
Integrated Financial Strategies Group   January 2005 - January 2006

Education
Purdue University - Krannert School of Management   2002 — 2004
MBA, Finance

University of Michigan   1993 — 1998
BSE, Civil & Environmental Engineering

Rich Morian Rich Morian Greater Detroit Area Details
Rich Morian's Wells Fargo Advisors, LLC Experience May 1998 - Present
Job Associate Vice President – Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 1998 - Present
Northwestern Mutual Investment Services, Inc. - Robert W. Baird & Co Inc.   November 1989 - May 1998

Skills
Investments, Management, Asset Allocation, Financial Services, Leadership, Financial Risk, Financial Analysis, Retirement Planning, Customer Service, Employee Benefits, Risk Management, Financial Reporting, Team Building, Long-term Care, Strategic Planning, Due Diligence, Security, Securities, Process Improvement, Access, Mutual Funds, Estate Planning...

Education
Wayne State University   1974 — 1976
Masters

Oakland University   1966 — 1970
Bachelors

Hillery R. Schanck, CIMA Hillery R. Schanck, CIMA Virginia Beach, Virginia Details
Hillery R. Schanck, CIMA's Wells Fargo Advisors, LLC Experience April 1997 - Present
Job Financial Advisor for Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 1997 - Present
Paragon Resources Inc.   1994 - 1997
PaineWebber  1990 - 1994
Shearson Lehman Hutton  1989 - 1990

Skills
Investments, Asset Allocation, Financial Advisory, Financial Services, Investment Strategies, Retirement Planning

Education
University of Pennsylvania - The Wharton School   2007 — 2007
IMCA Alternative Investments

University of Pennsylvania - The Wharton School   2002 — 2002
CIMA, Certified Investment Manager Analyst

The Johns Hopkins University - Carey Business School   1990 — 1991
Business

Randolph-Macon College   1985 — 1989
BA, Business/Economics

Pat D. Vance Pat D. Vance San Francisco Bay Area Details
Pat D. Vance's Wells Fargo Advisors, LLC Experience May 2001 - Present
Job Senior Financial Advisor, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2001 - Present
Merrill Lynch  November 1997 - May 2001

Skills
Investments, Insurance, Asset Allocation, Portfolio Management, Finance, Mutual Funds, Retirement Planning, Asset Management, Wealth Management, Investment Strategies, Equities, Securities, Financial Services, Financial Advisory, Financial Planning

Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, Business Administration

The University of Chicago Booth School of Business
CPWA® - Certified Private Wealth Advisor

University of Idaho
Bachelor of Science, Chemical Engineering

Kyle J. Adams Kyle J. Adams Cleveland/Akron, Ohio Area Details
Kyle J. Adams's Wells Fargo Advisors, LLC Experience 2008 - Present
Job First Vice PresidentInvestment Officer at NiemiecAdams Investment Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2008 - Present

Skills
Investments, Financial Analysis, Retirement Planning, Finance, Financial Modeling, Wealth Management, Asset Allocation, Economics, Long Term Business..., Long Term Business..., Financial Planning

Education
Ohio Wesleyan University   2005 — 2009
Bachelor of Arts, Economics

Alan Gold Alan Gold Greater Philadelphia Area Details
Alan Gold's Wells Fargo Advisors, LLC Experience 1982 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   1982 - Present
Peace Corps  November 1971 - December 1973

Skills
Public Speaking, Financial Analysis, Strategic Planning, Team Building, Leadership, Customer Service, Retirement Planning, Asset Allocation, Marketing, Research, Social Media, Microsoft Office, Nonprofits, Event Planning, Investments, Management

Education
The American College at Bryn Mawr   1979 — 1980
Master’s Degree, Financial Services

Penn State University

Jeff Thode, AAMS ® Jeff Thode, AAMS ® Knoxville, Tennessee Details
Jeff Thode, AAMS ®'s Wells Fargo Advisors, LLC Experience August 1995 - Present
Job Managing Director Investment Officer The Thode Investment Consulting Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 1995 - Present

Skills
Wealth Management, Wealth Preservation..., Financial Services, Leadership, Management, Investments, Investment Planning, Retirement Planning, Asset Allocation, Marketing

Education
Penn State University   1980 — 1984
Bachelor's Degree, Aerospace, Aeronautical and Astronautical Engineering

Collage of Financial Planning   1998 — 1998
Accredited Asset Management Specialist

Martha Cacciola Martha Cacciola Syracuse, New York Area Details
Martha Cacciola's Wells Fargo Advisors, LLC Experience September 1990 - Present
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 1990 - Present
E.F. Hutton   June 1987 - August 1990

Skills
Investment Advisory, Wealth Management, Retirement Planning, Customer Service, Public Speaking, Team Building, Sales, Marketing

Education
Onondaga Community College   1984 — 1986
Associate's degree, Business

Albert Masood Albert Masood Altoona, Pennsylvania Area Details
Albert Masood's Wells Fargo Advisors, LLC Experience November 2007 - Present
Job First Vice PresidentComplex Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 2007 - Present
Smith Barney  April 2003 - November 2007
Merrill Lynch  February 1998 - April 2003
EDS Group  1996 - 1998

Skills
Investments, Retirement Planning, Finance, Asset Allocation, Mutual Funds, Financial Advisory, Management, Securities, Alternative Investments, Customer Service, Public Speaking, Team Building, Strategic Planning, Portfolio Management, Microsoft Office, Social Media, Leadership

Education
Penn State University   1991 — 1994
B.S., Finance

Jamie Amerson Jamie Amerson Greater St. Louis Area Details
Jamie Amerson's Wells Fargo Advisors, LLC Experience November 2008 - May 2010
Job
Industry Financial Services
Experience
Wells Fargo  November 2010 - February 2013
Wells Fargo Advisors, LLC   November 2008 - May 2010
Amdocs  June 2005 - November 2008
Hewlett Packard  May 2004 - August 2004
Accenture  August 2000 - July 2002
Aspen Technology  March 2000 - August 2000
Fluor  July 1998 - March 2000

Skills
Program Management, Management Consulting, Process Improvement, Change Management, Project Management, Strategy, Business Planning, Business Process..., Strategic Planning, PMP®, Workshop in Business...

Education
Ladue Horton Watkins High School

Prairie View A&M University
Bachelor of Science

Washington University in St. Louis - Olin Business School
MBA

Jerry Bundt Jerry Bundt Greater St. Louis Area Details
Jerry Bundt's Wells Fargo Advisors, LLC Experience November 2009 - Present
Job ETL Developer at Nestle Purina
Industry Financial Services
Experience
Nestle Purina  June 2011 - Present
Wells Fargo Advisors, LLC   November 2009 - Present
Wells Fargo Advisors  2009 - Present

Education
Southern Illinois University, Edwardsville   2000 — 2002
MBA, Business Administration

Webster University   1989 — 1991
MA, Computer & Information Resources Management

Penn State University   1979 — 1981
BS, Meteorology

David Helverson David Helverson Greater Chicago Area Details
David Helverson's Wells Fargo Advisors, LLC Experience 1986 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   1986 - Present
National Steel Corporation  June 1981 - December 1985

Education
Loyola University of Chicago - Graduate School of Business   1984 — 1989
MBA, Finance

University of Illinois at Urbana-Champaign   1977 — 1981
BS, Marketing

Gene Baker Gene Baker Joplin, Missouri Details
Gene Baker's Wells Fargo Advisors, LLC Experience 1988 - Present
Job Senior Vice President Investment Officer, Baker Investment Group of Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   1988 - Present

Skills
Retirement Planning, Mutual Funds, Insurance, Financial Analysis, Fixed Annuities, Variable Annuities, Bonds, 401k, Financial Markets, Stocks, Risk Management, Rollovers

Education
Pittsburg State University   1974 — 1979
Mathematics & Business

Melissa Combs, CFP®, MBA Melissa Combs, CFP®, MBA Greensboro/Winston-Salem, North Carolina Area Details
Melissa Combs, CFP®, MBA's Wells Fargo Advisors, LLC Experience May 2008 - Present
Job Financial Advisor, Assistant Vice PresidentInvestments at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2008 - Present
Morgan Stanley  June 2004 - April 2007

Education
Pfeiffer University   2002 — 2004
Masters Degree, Business Administration

University of North Carolina at Greensboro   1999 — 2002
Bachelor of Science, Finance

Matt Cass, CRPC® Matt Cass, CRPC® Philadelphia, Pennsylvania Details
Matt Cass, CRPC®'s Wells Fargo Advisors, LLC Experience November 2008 - January 2012
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Kron & Polis Financial Group of Wells Fargo Advisors   January 2012 - Present
Wells Fargo Advisors, LLC   November 2008 - January 2012
Ameriprise Financial Services, Inc.   December 2006 - October 2008

Skills
Financial Advisory, Retirement Planning, Financial Planning, Investment Management, Small Business..., Estate Planning, Asset Allocation, ETFs, Mutual Funds, Equities, Fixed Income, Alternative Investments, Variable Annuities, Fixed Annuities, 401k, Mortgage Banking, Asset Backed Lending, Life Insurance

Education
Penn State University   2002 — 2006
B.S. Finance

Lynn Schmidt, PMP Lynn Schmidt, PMP Greater St. Louis Area Details
Lynn Schmidt, PMP's Wells Fargo Advisors, LLC Experience January 2009 - December 2011
Job Senior Vice President/Manager Project Management at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors  September 2014 - Present
Wells Fargo Advisors  January 2012 - September 2014
Wells Fargo Advisors, LLC   January 2009 - December 2011
Wachovia Securities  August 2008 - January 2009
A.G. Edwards & Sons, Inc.   March 2004 - June 2008
A.G. Edwards   March 1999 - February 2004
AG Edwards  June 1997 - March 1999

Skills
Project Management, Management, Financial Services, Leadership, Cross-functional Team..., SDLC, CRM, Strategy, Integration, Program Management, PMO, Recruiting, Enterprise Software, SOA, Software Development, Vendor Management, Team Management, IT Strategy

Education
Quincy University   1984 — 1987
B.S., Computer Science

Gena Spitzer Gena Spitzer Richmond, Virginia Area Details
Gena Spitzer's Wells Fargo Advisors, LLC Experience 2006 - 2009
Job Rubicon International
Industry Education Management
Experience
Rubicon International  July 2009 - Present
Wells Fargo Advisors, LLC   2006 - 2009
Wachovia Securities  March 1993 - June 2006
Rubicon  September 1990 - 1992
Rubicon West, Inc.   1989 - September 1990
Arthur Andersen  1986 - 1989

Skills
Leadership, Relationship Management, Management, Consulting, Program Management, Vendor Management, Change Management, Team-oriented, Cross-functional Team..., Mergers, Process Improvement, Public Speaking, Mergers & Acquisitions, Training, Business Analysis

Education
Portland State University   1986 — 1989
General

Sarah Pollinger Sarah Pollinger Washington D.C. Metro Area Details
Sarah Pollinger's Wells Fargo Advisors, LLC Experience 2004 - Present
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2004 - Present
Raymond James  September 2002 - October 2004
Ferris Baker Watts  August 1998 - December 2001

Education
Radford University
English

Angela Pandaleno Angela Pandaleno Greater Philadelphia Area Details
Angela Pandaleno's Wells Fargo Advisors, LLC Experience June 2007 - December 2010
Job Investment Adviser Compliance Analyst
Industry Financial Services
Experience
Janney Montgomery Scott LLC  November 2014 - Present
Oppenheimer & Co.   January 2011 - November 2014
Wells Fargo Advisors, LLC   June 2007 - December 2010
Morgan Stanley  May 2006 - May 2007

Skills
Series 7, Investments, Securities, Financial Services, Series 63, Wealth Management, Customer Service, Leadership, Alternative Investments, Asset Allocation, Asset Management, Financial Analysis, Investment Advisory, Investment Banking, Management, Microsoft Office, Mutual Funds, Sales

Education
Penn State University   2002 — 2006
Business, Management & Marketing

Ted Garofola, CFP® Ted Garofola, CFP® Rochester, New York Area Details
Ted Garofola, CFP®'s Wells Fargo Advisors, LLC Experience September 1996 - May 2014
Job Senior Investment Advisor at Zappia Family Wealth
Industry Financial Services
Experience
Zappia Family Wealth   May 2014 - Present
Wells Fargo Advisors, LLC   September 1996 - May 2014
A.G. Edwards   September 1996 - June 2006

Skills
Investments, Wealth Management, Retirement Planning, Asset Allocation, Portfolio Management, Investment Strategies, Securities, Alternative Investments, Wealth Management..., Financial Planners, Wealth, Finance

Education
Pratt Institute
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering

Rochester Institute of Technology
Master's degree, Service Mangement

Kevin Nicholson, CFA Kevin Nicholson, CFA Richmond, Virginia Area Details
Kevin Nicholson, CFA's Wells Fargo Advisors, LLC Experience October 2008 - June 2010
Job Chief Risk Officer at Riverfront Investment Group
Industry Financial Services
Experience
RiverFront Investment Group  January 2012 - Present
Riverfront Investment Group  June 2010 - January 2012
Wells Fargo Advisors, LLC   October 2008 - June 2010
Wachovia Securities, LLC  June 2007 - October 2008
Wachovia Securities, LLC  December 2002 - June 2007
Wachovia Securities, LLC  April 2000 - December 2002
Wheat First Union  September 1993 - April 2000
Wheat First Butcher Singer  February 1992 - September 1993

Education
Virginia Commonwealth University - School of Business   2004 — 2006
M.B.A., Finance

Randolph-Macon College   1988 — 1992
B.A., Business/Economics

David Briggs, AAMS David Briggs, AAMS Greater Pittsburgh Area Details
David Briggs, AAMS's Wells Fargo Advisors, LLC Experience March 2007 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 2007 - Present
PNC Investments, LLC  October 1987 - April 2007
Federated Investors  October 1984 - March 1987

Skills
Investments, Financial Services, Retirement, Equities, Credit Analysis, Sales, Alternative Investments, Financial Planning, Wealth Management, Portfolio Management, Mutual Funds, Finance, Financial Advisory, Asset Management, Retirement Planning, Investment Advisory

Education
Penn State University   1980 — 1984
B.S., Finance

Avani Lombardi Avani Lombardi Woodstock, Illinois Details
Avani Lombardi's Wells Fargo Advisors, LLC Experience April 2015 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2015 - Present
Motorola Solutions  October 2011 - January 2015
Stepan Company  March 2011 - October 2011
Motorola Mobility  October 2008 - March 2011
Motorola Mobility  June 2005 - September 2008

Education
Northwestern University - Kellogg School of Management   2010 — 2012
MBA, Human Resources Management, Marketing, Management & Strategy

University of Illinois at Urbana-Champaign   2001 — 2005
Dual Bachelors of Science, Finance & Business Administration

Melissa Smith Melissa Smith Charlotte, North Carolina Details
Melissa Smith's Wells Fargo Advisors, LLC Experience 1993 - July 2011
Job First Vice President Field Leadership Growth & Development, Private Client Group at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  April 2015 - Present
Wells Fargo  June 2011 - March 2015
Wells Fargo Advisors, LLC   1993 - July 2011
Wachovia Securities, LLC  2005 - 2006
Smith Barney  2001 - 2005
Prudential Securities  1996 - 2001

Skills
Client Experience, Women and Retirement..., Public Speaker, Qualitative Researcher, Investments, Retirement, Public Speaking, Retail, Leadership, Series 7, Mutual Funds, Analysis, Financial Analysis, Finance, Strategic Planning, Financial Services, Recruiting, Strategy, Wealth Management, Management

Education
The University of Akron   1990 — 1992
MA, Non-profit Adminidstration

Ohio Northern University   1986 — 1990
Bachelor of Music Education, Music Ed K - 12

Rob Sek Rob Sek Greater New York City Area Details
Rob Sek's Wells Fargo Advisors, LLC Experience July 2006 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2006 - Present
Morgan Stanley Smith Barney  April 1999 - July 2006
Hennion & Walsh  August 1998 - April 1999

Skills
Investments, Management, Finance, Retirement Planning, Asset Allocation, Customer Service, Employee Benefits, Strategic Planning

Education
Ramapo College of New Jersey   1994 — 1998
B.S., Finance

Mahwah High School   1990 — 1994

James Schupp James Schupp Corvallis, Oregon Details
James Schupp's Wells Fargo Advisors, LLC Experience October 2007 - Present
Job Senior Vice President Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2007 - Present
Smith Barney, Inc.   December 1987 - October 2007

Skills
Investments, Finance, High Net Worth..., Retirement Planning, Financial Advisory, Alternative Investments, Financial Services, Investment Strategies, Securities, Financial Analysis, Retirement, Equities, Asset Allocation, Mutual Funds, Fixed Income

Education
Oregon State University   1974 — 1979
Master of Business Administration (MBA), Business Administration and Management, General

Juan Murga Juan Murga Miami/Fort Lauderdale Area Details
Juan Murga's Wells Fargo Advisors, LLC Experience 2011 - Present
Job Financial Advisor, Senior Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2011 - Present
Wachovia Securities  January 2008 - August 2011
Wachovia Securities  2007 - 2008
Wachovia Securities  2005 - 2007
Sud Finanzen   2003 - 2005
Merrill Lynch  December 1997 - February 2002
IBM  April 1997 - December 1997
Citibank  May 1992 - May 1992

Education
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires'   1993 — 1998
Business Administration, Business

Cardinal Newman College   1981 — 1992
Economics Oriented Bachelor

Seth P. McNally Seth P. McNally Portsmouth, New Hampshire Details
Seth P. McNally's Wells Fargo Advisors, LLC Experience June 2010 - January 2015
Job VP, Investment Consultant at Kennebunk Investment Services
Industry Financial Services
Experience
LPL Financial / Kennebunk Investment Services   January 2015 - Present
Wells Fargo Advisors, LLC   June 2010 - January 2015
TD Wealth Management  April 2008 - June 2009
Bank of America  2006 - 2008
Banc of America Investments  2005 - 2006

Education
Ohio Wesleyan University   2001 — 2005
Bachelor of Arts (B.A.), Economics, Psychology

Pine-Richland   1992 — 2001

Michael Prentis Knuff, CFP®, CIMA® Michael Prentis Knuff, CFP®, CIMA® Greater New York City Area Details
Michael Prentis Knuff, CFP®, CIMA®'s Wells Fargo Advisors, LLC Experience August 2008 - Present
Job Associate Vice President Investments, Financial Advisor at Prentis Wealth Management Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2008 - Present

Skills
Financial Analysis

Education
University of Pennsylvania - The Wharton School   2014 — 2014
Certified Investment Management Analyst® Program, Investments and Securities

Penn State University   2005 — 2007
M.S., Mech. Engr Design/Entrepreneurship/Scientific Decision Making

Penn State University   2000 — 2004
B.S., Mechanical Engineering/Business

UNSW Australia

William Bowman William Bowman Lancaster, Pennsylvania Area Details
William Bowman's Wells Fargo Advisors, LLC Experience March 2012 - Present
Job Financial Consultant at Barnes and Beck Financial Consulting Group of Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC  March 2012 - Present

Education
Reading Area Community College   2008 — 2013
Associate of Arts and Sciences (AAS), Accounting

Reading High School   1991 — 1995

Jeffrey Izsak Jeffrey Izsak Strongsville, Ohio Details
Jeffrey Izsak's Wells Fargo Advisors, LLC Experience May 2005 - Present
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2005 - Present
Morgan Stanley  September 2000 - May 2005
Cowen and Company  November 1994 - September 2000

Skills
Retirement Planning, Asset Allocation, Series 7, Finance, Investments, Wealth Management, Retirement, Investment Banking, Series 63, Financial Modeling, Corporate Finance

Education
Pace University   1980 — 1983
Bachelor of Business Administration (BBA), Marketing

College Of Staten Island   1977 — 1980
Associate's degree, Marketing

Matt Kabala Matt Kabala Bluffton, South Carolina Details
Matt Kabala's Wells Fargo Advisors, LLC Experience November 2014 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Investment Management
Experience
Wells Fargo Advisors LLC  November 2014 - Present
Hilton Head Firefighters Supplemental Retirement Plan   July 2008 - January 2015
Hilton Head Island Fire & Rescue Department   January 2005 - January 2015

Skills
Management, Risk Management, Investments, Strategy, Leadership, Sales, Marketing, Graphic Design, Investment Management, Emergency Services, Creative Writing, Fundraising, Research, Social Media, Customer Service, Public Speaking, Financial Analysis

Education
University of South Carolina - The Moore School of Business   2008 — 2010
MBA, Business Administration and Management, General

Ohio University   1997 — 2001
Bachelor of Science (BS), Biology, General

Fox Chapel Area H.S.   1993 — 1997

Jenn Hernandez Jenn Hernandez Greater Denver Area Details
Jenn Hernandez's Wells Fargo Advisors, LLC Experience October 2011 - January 2013
Job Realtor | Buyer Specialist | Dream Team CO
Industry Real Estate
Experience
RE/MAX Southeast, Inc.   April 2015 - Present
Amplify Skin Solutions, LLC   February 2013 - Present
eWomenNetwork  May 2012 - Present
The Inverness Hotel and Conference Center  September 2013 - March 2015
Wells Fargo Advisors, LLC   October 2011 - January 2013
TCF Bank  April 2011 - September 2011
Peoples Mortgage Corporation  October 2010 - April 2011
Keller Williams Denver Southlands   2008 - 2011
Colorado State Bank and Trust  August 2009 - October 2010
Jackson National Life  August 2008 - September 2009

Skills
Sales, Time Management, Customer Retention, Makeup Artistry, Customer Service, Sales Management, Microdermabrasion, Eyelash & Eyebrow..., Retail, Chemical Peels, Customer Satisfaction, Team-oriented, Acne Treatment, Waxing, Eyelash Extensions, Facials, Computer Proficiency, Bikini waxing, Anti-aging, Cruelty Free Skin Care, Organic and Vegan Skin..., Asset Managment, Banking, Budgets, Business Development, Buyers, Credit, Credit Analysis, Entrepreneurship, Finance, Financial Services, Investment Properties, Insurance, Investments, Leadership, Loan Origination, Loans, Marketing, Mortgage Banking, Mortgage Lending, Networking, Public Speaking, Real Estate, Residential Homes, Residential Mortgages, Team Building

Education
New Dimensions School   2013 — 2013
Esthetician, Anti-Aging Solutions and Eye lash extensions

Registrations   2008 — 2011
Series 7 and 66 Registrations, Life and Variable Insurance licenses

Kaplan Professional Schools   2006 — 2007
Real estate license, Real Estate License

Pikes Peak Community College
Business, Management, Marketing, and Related Support Services

Jay McAlpine Jay McAlpine Dayton, Ohio Area Details
Jay McAlpine's Wells Fargo Advisors, LLC Experience June 1975 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 1975 - Present

Skills
Retirement Planning, IRAs and IRA rollovers, Comprehensive..., Insurance/Annuities, Education funding and..., Estate Investment..., Retirement planning for...

Education
Purdue University
BSIM

Robert Wert Robert Wert Reading, Pennsylvania Details
Robert Wert's Wells Fargo Advisors, LLC Experience 1986 - Present
Job Managing Director Investments at Wert Investment Consulting Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
WELLS FARGO ADVISORS, LLC   1986 - Present

Skills
Investments, Asset Allocation, Securities, Finance, Financial Services, Leadership, Retirement Plan..., Financial Advisory, Investment Planning, Retirement

Education
University of Chicago   1981 — 1982
Master of Business Administration (M.B.A.), Finance, General

Penn State University   1977 — 1980
Bachelor of Business Administration (B.B.A.), Business/Commerce, General

John A. Rojas, CFP® John A. Rojas, CFP® West Palm Beach, Florida Area Details
John A. Rojas, CFP®'s Wells Fargo Advisors, LLC Experience July 2003 - February 2015
Job Financial Advisor | Vice President | CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2015 - Present
Wells Fargo Advisors, LLC   July 2003 - February 2015
1st Discount Brokerage  February 2000 - June 2003
Army  June 1991 - September 1993

Skills
Strategic Planning, Insurance Broker/Agent, Employee Benefits, Client Management, Public Speaking, Small Business Planning, Business Strategy, Strategic Partnerships, Protection Planning, Business Planning, Risk Management, Education Planning

Education
Palm Beach Atlantic University   2007 — 2012
Bachelor's degree, Organizational Management

Denise Geier Denise Geier Joplin, Missouri Details
Denise Geier's Wells Fargo Advisors, LLC Experience May 2014 - Present
Job PCG Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2014 - Present
TAMKO Building Products, Inc  February 2009 - September 2013
TAMKO Building Products, Inc  2003 - 2009
TAMKO Building Products, Inc.   1984 - 2003

Skills
Microsoft Office, Business Intelligence, Business Process, Requirements Analysis, Management, Lean Manufacturing, Pricing, Data Analysis, Project Management, Team Leadership, Testing, Software Documentation, Accounts Payable, Accounts Receivable, Human Resources

Education
Pittsburg State University
Bachelor of Business Administration (B.B.A.), Marketing & Office Administration

Jesse Higgins Jesse Higgins Troy, Michigan Details
Jesse Higgins's Wells Fargo Advisors, LLC Experience July 2011 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2011 - Present

Education
Oakland University
Bachelor's degree, Finance

Sherlock Nelson Sherlock Nelson Greensboro/Winston-Salem, North Carolina Area Details
Sherlock Nelson's Wells Fargo Advisors, LLC Experience June 2000 - Present
Job First Vice President, Investments Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 2000 - Present
Legacy Furniture   January 1986 - May 2000

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

Education
Regent University   1980 — 1982
Master of Arts, Communication/Finance

University of Northern Colorado   1976 — 1980
Bachelor of Science, Business Administration

David A. Boyer David A. Boyer Seal Beach, California Details
David A. Boyer's Wells Fargo Advisors, LLC Experience October 1998 - Present
Job Associate Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 1998 - Present
Los Alamitos Unified School District  2004 - 2015
Merrill Lynch  December 1995 - October 1998
Brea, CA   January 1995 - December 1995

Skills
Retirement Planning, Risk Management, Asset Allocation, Investments, 401k Rollovers, Tax Efficient Strategies, Life Insurance, Mutual Funds, Equities, Retirement Plan..., Securities, Fixed Income, Investment Strrategies, Alternative Investments, Disability Insurance, Long Term Care Insurance, Business-owner Planning, Business-succession..., Estate Investment..., Wealth-preservation..., Retirement-plan..., School Boards

Education
Pepperdine University, The George L. Graziadio School of Business and Management   1989 — 1991
University of California at Davis 1984, B.S. Ag. & Managerial Economics

UC Davis   1980 — 1984
Bachelor of Science (B.S.), Ag & Managerial Economics

Robert A. Schwarz, CLU, CFP®, ADPA (SM) Robert A. Schwarz, CLU, CFP®, ADPA (SM) San Francisco Bay Area Details
Robert A. Schwarz, CLU, CFP®, ADPA (SM)'s Wells Fargo Advisors, LLC Experience April 2015 - Present
Job Managing Director Investments for The Olin Financial Group of Wells Fargo Advisors at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2015 - Present
Prudential Securities  March 1988 - July 2003

Education
CERTIFIED FINANCIAL PLANNER™   1998 — 1998
Business/Finance

Oregon State University   1984 — 1987
Bachelors of Science, Business with emphasis in Finance and Accounting

Steven DeLizza Steven DeLizza Greater New York City Area Details
Steven DeLizza's Wells Fargo Advisors, LLC Experience January 2011 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2011 - Present

Skills
Investments, Retirement Planning, Securities, Retirement, Mutual Funds

Education
Penn State University   1997 — 2001
Bachelor of Science, Business

Christina Nakashima-Petrucci, CRPS® CRPC® PPC™AIF® Christina Nakashima-Petrucci, CRPS® CRPC® PPC™AIF® Greater San Diego Area Details
Christina Nakashima-Petrucci, CRPS® CRPC® PPC™AIF®'s Wells Fargo Advisors, LLC Experience March 2007 - December 2011
Job Assistant Vice President, Retirement Consulting at LPL Financial
Industry Financial Services
Experience
LPL Financial  January 2012 - Present
Wells Fargo Advisors, LLC   March 2007 - December 2011
UBS  October 2001 - March 2007

Education
University of Hawaii at Manoa   1994 — 1999

Punahou School   1990 — 1994

Philip Baxley Philip Baxley Richmond, Virginia Area Details
Philip Baxley's Wells Fargo Advisors, LLC Experience September 2010 - September 2013
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  December 2014 - Present
TD Ameritrade  October 2013 - December 2014
WELLS FARGO ADVISORS, LLC   September 2010 - September 2013
Bank Of America  February 2006 - September 2010
Morgan Stanley  2001 - 2001

Skills
Series 7, Retirement, Mortgage Lending, Portfolio Management, Retirement Planning, Series 63, Financial Analysis, Wealth Management, Asset Management, Strategic Financial..., Investments, Mutual Funds, Credit, Asset Allocation, Financial Advisory, Banking, Investment Advisory, Securities, Insurance, Loans, Finance

Education
Radford University - College of Business and Economics   1997 — 2001
BBA, Finance, Economics

Gonzaga College High School   1993 — 1997
High School Diploma

Ken Wapnitsky Ken Wapnitsky United States Details
Ken Wapnitsky's Wells Fargo Advisors, LLC Experience September 1989 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 1989 - Present
Cabil Resources Corp.   July 1983 - August 1989
Perelson & Rehmet C. P. A.'s   June 1981 - July 1983

Education
Stony Brook University   1974 — 1978
B. S.

Post University   1981 — 1983
M. S., Accounting

Richard Niemiec Richard Niemiec Cleveland/Akron, Ohio Area Details
Richard Niemiec's Wells Fargo Advisors, LLC Experience May 1977 - Present
Job Senior Vice President Investment Officer NiemiecAdams Investment Group of WELLS FARGO ADVISORS, LLC
Industry Financial Services
Experience
WELLS FARGO ADVISORS, LLC   May 1977 - Present

Skills
Customer Service, Business Strategy, Strategic Financial..., Wealth Management, Due Diligence, Leadership, Public Speaking, Insurance, Asset Allocation, Risk Management, Marketing Strategy, Investments, Retirement Planning, Financial Analysis, Strategic Planning, Team Building, Sales

Education
Ohio University   1957 — 1964
B.S., Mechanical Engineering

Christopher Roering Christopher Roering Greater Boston Area Details
Christopher Roering's Wells Fargo Advisors, LLC Experience January 2009 - Present
Job Senior Vice President Investment Officer at R&D Financial Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2009 - Present
Salomon Smith Barney  February 2006 - February 2009
Legg Mason  June 2000 - February 2006
Paine Webber  June 1991 - July 2000

Education
Purdue University   1985 — 1989
Bachelors, Finance

Derek Brooks, CFP® Derek Brooks, CFP® Greater Philadelphia Area Details
Derek Brooks, CFP®'s Wells Fargo Advisors, LLC Experience June 2011 - Present
Job Financial Consultant with The Frank Financial Consulting Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 2011 - Present
Wells Fargo Advisors, LLC   March 2009 - June 2011
Plante & Moran  2008 - 2008

Education
Princeton University   2004 — 2008
B.A., Sociology, Economics

Pamela Adams Pamela Adams Orange County, California Area Details
Pamela Adams's Wells Fargo Advisors, LLC Experience April 2002 - Present
Job Financial Advisor | Senior Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2002 - Present
James Hardie Gypsum   January 2000 - January 2001
Armstrong World Industries  September 1998 - January 2000
Armstrong World Industries  December 1994 - September 1998
Armstrong World Industries  August 1993 - December 1994
Armstrong World Industries  August 1993 - January 1994
Armstrong World Industries  August 1988 - July 1993
Armstrong World Industries  1988 - 1993
Armstrong World Industries  1988 - 1993
Armstrong World Industries  1988 - 1993

Skills
Investments, Retirement Planning, Finance, Brokerage, IRAs, Equities, Insurance, Retirement, Qualified Retirement..., 401k, Series 7, Mergers & Acquisitions, College Savings Plans, Financial Analysis, Due Diligence, Marketing, Business Valuation, Relationship Management, Leadership, Estate Planning, Small Business

Education
University of California, Irvine - The Paul Merage School of Business   1996 — 1998
MBA, Business

Oral Roberts University   1974 — 1978
BS, Business Adminstration

J. Bryce McWalter, CFP ® J. Bryce McWalter, CFP ® Greater Seattle Area Details
J. Bryce McWalter, CFP ®'s Wells Fargo Advisors, LLC Experience October 2000 - Present
Job Fancial Advisor, First Vice President Investments @ Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2000 - Present
Morgan Stanley Dean Witter  September 1976 - September 2000
US Army Reserve  September 1976 - December 1996
US Army - Active Duty  June 1972 - August 1976

Skills
Investments, Retirement Planning, Asset Allocation, 401k Rollovers, Investment Strategies, Wealth Preservation..., Fixed Income Strategies, Stock Analyst, Strategic Planning, Finance, Public Speaking, Asset Management, Risk Management, Financial Analysis, Financial Advisory, Insurance, Securities, Retirement Savings, Retirement Plan..., Retirement, Tax Efficient Stratagies, Portfolio Management, Bonds, Series 7, Equities, 401k, Alternative Investments, Fixed Annuities, Mutual Funds, Financial Services, Investment Management, Estate Planning, Strategic Financial...

Education
Pepperdine University   1972 — 1974
MBA, Management

Seattle University   1968 — 1972
BA, Political Science

St. Joseph and Seattle Prep

Walt Breuninger Walt Breuninger Greater Philadelphia Area Details
Walt Breuninger's Wells Fargo Advisors, LLC Experience November 2014 - Present
Job PCG Admin Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 2014 - Present
Wells Fargo Advisors, LLC   October 2012 - November 2014
Wells Fargo Advisors, LLC   June 2010 - October 2012
Wells Fargo  October 2005 - June 2010

Education
Penn State University   1996 — 2001
Major: Management Science & Information Systems Minor: Information Systems & Statistical Analysis

Hunt Huntley Hunt Huntley Greenville, South Carolina Details
Hunt Huntley's Wells Fargo Advisors, LLC Experience September 2010 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 2010 - Present
Croxton Gray   January 2007 - September 2010
Piedmont Beverage   May 2004 - December 2006

Skills
Investments, Financial Analysis, 401k Rollovers

Education
Presbyterian College   2000 — 2004
Bachelor of Arts, Philosophy

Brian Rolfe Brian Rolfe Tampa/St. Petersburg, Florida Area Details
Brian Rolfe's Wells Fargo Advisors, LLC Experience August 2011 - Present
Job First Vice President Investments at Wells Fargo Advisors. LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2011 - Present
The Rolfe Group   June 2001 - August 2011
Tampa Orlando Pinellas   2000 - 2010
mySimon, Inc. of CNET Networks   June 1997 - January 2001
Niehaus Ryan Wong Public Relations   November 1996 - June 1997
Edelman  1994 - 1996
Dean Witter  August 1993 - September 1994

Skills
Investments, Retirement, Finance, Mergers & Acquisitions, Certified Financial..., Risk Management, Retirement Planning, Wealth, Business Strategy, Financial Advisory, Mutual Funds, Asset Allocation, Financial Planning, Small Business, Program Management, Goal-oriented..., Estate Planning..., Series 7, Investment Management

Education
University of Pennsylvania - The Wharton School   2009 — 2010
Continuing Education, Investment Management Consultants Association

Pennsylvania State University   1989 — 1993
Bachelor of Arts, Speech Communication

Countryside HS

Countryside HS

Maria Crow Maria Crow Greater St. Louis Area Details
Maria Crow's Wells Fargo Advisors, LLC Experience May 2000 - Present
Job AVP, Business Systems Consultant at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC  May 2000 - Present
Wachovia Securities  2008 - 2009
A.G. Edwards   May 2000 - 2008

Education
Quincy University   1986 — 1990

Rhyan Politano Rhyan Politano San Francisco Bay Area Details
Rhyan Politano's Wells Fargo Advisors, LLC Experience September 2014 - Present
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 2014 - Present
Charles Schwab & Co., Inc.   April 2006 - September 2014
Adecco  December 2003 - March 2006

Education
Pacific Union College   1998 — 2003
Bachelor’s Degrees in Business Administration, International Business & French

Centre Universitaire et Pédagogique du Salève   1999 — 2000
French

Dan Petrie Dan Petrie Greater New York City Area Details
Dan Petrie's Wells Fargo Advisors, LLC Experience January 2009 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2009 - Present
Perimeter Financial  October 2007 - February 2009
American Stock Exchange  October 2005 - 2007
Tradition Asiel   September 2003 - October 2005
Puink Zielgel   2002 - 2004
Robb Peck McCooey  January 1991 - August 2002
Drexel Burnham Lambert  1986 - 1990
Drexel Burnham Lambert  1986 - 1990

Education
Pace University - Lubin School of Business   1988 — 1990

Ramapo College of New Jersey   1982 — 1986
Economics

Frelinghuysen Middle School

Frelinghuysen Middle School

Morristown High School

Mason Sommer Mason Sommer Oklahoma City, Oklahoma Area Details
Mason Sommer's Wells Fargo Advisors, LLC Experience May 2000 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC. Financial Advisor
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2000 - Present
Merrill Lynch  1992 - 2000

Education
Oklahoma City University   1997 — 1999
Financial Planning

University of Oklahoma - Price College of Business   1987 — 1991
BS, Business

Patrick Boran Patrick Boran Greater Philadelphia Area Details
Patrick Boran's Wells Fargo Advisors, LLC Experience October 2007 - April 2013
Job Investment Risk Analyst at Vanguard Group
Industry Financial Services
Experience
Vanguard  May 2013 - Present
Wells Fargo Advisors, LLC   October 2007 - April 2013
Somerset Patriots  June 2005 - September 2007
Clevelend Indians   May 2005 - June 2005
Boston Red Sox  June 2002 - May 2005

Skills
Investments, Wealth Management, Equities, Finance, Management, Small Business, Investment Strategies, Financial Advisory, 401k, Managerial Finance, Fixed Annuities, Series 7, Mutual Funds, Retirement Planning, Strategy, Customer Service

Education
Princeton University   1998 — 2002
Politics

Pottsville Area High School   1994 — 1998

Cathy Nechin Cathy Nechin Charlotte, North Carolina Area Details
Cathy Nechin's Wells Fargo Advisors, LLC Experience October 2009 - June 2010
Job job seeker
Industry Financial Services
Experience
Any Charlotte Location   January 2015 - Present
MATRIX Resources  2015 - 2015
MATRIX Resources  2015 - 2015
TEKsystems  2014 - 2015
TEKsystems  2014 - 2015
Merrill Lynch  September 2013 - January 2014
TIAA-CREF  November 2012 - June 2013
Wells Fargo Securities, LLC  August 2010 - August 2012
Wells Fargo Advisors LLC  October 2009 - June 2010
Wells Fargo/Wachovia  March 2008 - June 2009

Skills
Projects, Mutual Funds, Series 7, Portfolio Management, Asset Managment, Bloomberg, Risk Management, Investments, Asset Allocation, Fixed Income, Equities, Securities, Advanced Microsoft..., SQL, SharePoint

Education
Queens University of Charlotte   1990 — 2003
Bachelor's degree, Business Administration and Management, General

Marcos Bunge Marcos Bunge Key Biscayne, Florida Details
Marcos Bunge's Wells Fargo Advisors, LLC Experience May 2006 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2006 - Present
Compañia Mega S.A.   May 2003 - April 2006
Deloitte & Touche  August 2002 - April 2003

Education
Universidad del CEMA   2005 — 2005
Master en Finanzas: Orientación Finanzas Corporativas, Economics

Ecole Superieure de Commerce   2002 — 2002
Master in International Management, Economics

Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires'   1997 — 2002
Contador, Economics

Elliot E. Ichinose Elliot E. Ichinose Orange County, California Area Details
Elliot E. Ichinose's Wells Fargo Advisors, LLC Experience 2001 - Present
Job Senior Financial Advisor, Senior Vice President Investments at Wells Fargo Advisors LLC.
Industry Financial Services
Experience
Wells Fargo Advisors LLC  2001 - Present
Wells Fargo Bank, N.A.   January 1986 - March 2001

Skills
Securities, Fixed Income, Credit Analysis, Financial Analysis, Financial Modeling, Equity Valuation, Asset Allocation

Education
Pepperdine University, The George L. Graziadio School of Business and Management   1992 — 1995
M.B.A.

Westmont College   1972 — 1975

San Diego State University-California State University   1971 — 1972

Gary Wayne, CFP(R) Gary Wayne, CFP(R) Greater New York City Area Details
Gary Wayne, CFP(R)'s Wells Fargo Advisors, LLC Experience February 2009 - Present
Job Managing Director Investments at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC  February 2009 - Present
Smith Barney  September 1995 - February 2009

Skills
Wealth Management, Investments, Alternative Investments, Financial Planning, Estate Planning, Life Insurance, Risk Management

Education
Pace University   2001 — 2002
CFP(R), Certified Financial Planner

University of Wisconsin-Madison   1990 — 1994
Bachelor of Arts (B.A.), Political Science

Sean K. Allen Sean K. Allen Greater Philadelphia Area Details
Sean K. Allen's Wells Fargo Advisors, LLC Experience 2009 - Present
Job Complex Manager, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2009 - Present
Wachovia Securities  2007 - 2009
Wachovia Securities  2007 - 2007
Wachovia Securities  2005 - 2007
Wachovia Securities  1999 - 2005
Gelt Financial   1998 - 1999
Solomon Smith Barney  1995 - 1997

Skills
New Business Development, Relationship Management, Training & Development, Practice Management, Recruiting, Overall Market...

Education
Villanova University   2009 — 2011
Masters of Business Administration

Penn State University   1995 — 1998
BS in Economics, Banking

Candice Gilman Candice Gilman Hampton, Virginia Details
Candice Gilman's Wells Fargo Advisors, LLC Experience October 2010 - Present
Job Registered Client Associate at Wells Fargo Advisors. LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2010 - Present

Education
Old Dominion University   2004 — 2006
BS, Business Administration/Economics

Tidewater Community College   1999 — 2000
AS, Business Administration

Mark Trudell, CFA Mark Trudell, CFA Greater New York City Area Details
Mark Trudell, CFA's Wells Fargo Advisors, LLC Experience 2004 - 2010
Job Associate, Leveraged Finance at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch  2010 - Present
Wells Fargo Advisors, LLC   2004 - 2010
A.G. Edwards & Sons, Inc.   2004 - 2006

Education
University of Rochester - William E. Simon Graduate School of Business Administration   2009 — 2010
MBA, Finance

Queen's University   1999 — 2003
BAH, Economics

DeHaven Patrick DeHaven Patrick Greater St. Louis Area Details
DeHaven Patrick's Wells Fargo Advisors, LLC Experience August 2009 - October 2010
Job Manager, Financial Reporting and Analsyis at Wells Fargo Advisors
Industry Accounting
Experience
Wells Fargo Advisors  October 2010 - Present
Wells Fargo Advisors, LLC   August 2009 - October 2010
Wachovia Securities  May 2008 - August 2009
Solutia Inc.  August 2007 - May 2008
A.G. Edwards   March 2007 - August 2007
Edward Jones  May 2004 - March 2007
Deloitte & Touche  July 2002 - May 2004
Arthur Andersen  September 2001 - June 2002

Skills
Financial Reporting, SOX, Financial Analysis, Internal Controls, Accounting, General Ledger, Auditing, Audit

Education
Purdue University - Krannert School of Management   1995 — 2000
B.S. in Accounting, Minor:Finance, Emphasis:Economics

Deborah Easter Deborah Easter Tulsa, Oklahoma Area Details
Deborah Easter's Wells Fargo Advisors, LLC Experience August 2015 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2015 - Present
Wells Fargo Advisors, LLC   October 2013 - August 2015
BOK Financial  January 2003 - May 2013
Dollar Thrifty Automotive Group  May 2000 - November 2001
USAA  January 1997 - August 1998

Skills
Risk Management, Finance, Securities, Financial Services, Financial Analysis, Investments, Leadership, Credit

Education
Our Lady of the Lake University   1991 — 1997
B.A., Liberal Studies

Our Lady of the Lake University
Bachelor of Arts (BA), Liberal Arts and Sciences, General Studies and Humanities

James Tollefson James Tollefson Providence, Rhode Island Area Details
James Tollefson's Wells Fargo Advisors, LLC Experience September 2005 - Present
Job Vice President Investment Officer at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 2005 - Present

Skills
Portfolio Management

Education
Providence College   1980 — 1984
BS, Business Administratiion

Kaplan University
CERTIFIED FINANCIAL PLANNER TM

Corey Jordan Corey Jordan Cincinnati Area Details
Corey Jordan's Wells Fargo Advisors, LLC Experience November 2007 - Present
Job Vice President Investments Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 2007 - Present
Merrill Lynch  February 1995 - October 2007

Skills
Investments, Securities, Alternative Investments, Equities, Investment Strategies, Strategic Planning

Education
Purdue University   1990 — 1994
Economics

Jean DeShazo Jumet Jean DeShazo Jumet Richmond, Virginia Details
Jean DeShazo Jumet's Wells Fargo Advisors, LLC Experience 2003 - Present
Job Managing Director at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2003 - Present
Crestar/SunTrust Investment Services   1993 - 2003
Sovran Investment Corp   1986 - 1991
Merrill Lynch Pierce Fenner and Smith  1980 - 1985

Skills
Series 7, Securities, Wealth Management, Investments, Mutual Funds, Asset Managment, Series 63, Portfolio Management, Investment Advisory, Equities, Alternative Investments, Financial Services, Risk Management, FINRA, Retirement Planning

Education
University of Pennsylvania - The Wharton School   2004 — 2007

Pepperdine University
BS

David A. Boyer David A. Boyer Orange County, California Area Details
David A. Boyer's Wells Fargo Advisors, LLC Experience October 1998 - Present
Job Associate Vice President Investment Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 1998 - Present

Education
University of California, Irvine   1997 — 2000
PFP Certificate

Pepperdine University, The George L. Graziadio School of Business and Management   1988 — 1991
MBA

University of California, Davis   1980 — 1984
B.S., Agricultural and Managerial Economics and Resource Science

Esther Munch Esther Munch Springfield, Missouri Details
Esther Munch's Wells Fargo Advisors, LLC Experience November 2009 - February 2014
Job Director of Development & Marketing at Harmony House Family Violence Prevention Center
Industry Nonprofit Organization Management
Experience
Harmony House Family Violence Prevention Center  February 2014 - Present
Wells Fargo Advisors, LLC   November 2009 - February 2014
Merrill Lynch  July 2008 - November 2009
Citizens Memorial Healthcare  September 2003 - March 2008
Talent for Senate   August 2001 - August 2003

Skills
Process Improvement, Investment Properties

Education
Oklahoma Baptist University   1997 — 2001
Political Science/PR

Jordan Schiding Jordan Schiding Knoxville, Tennessee Area Details
Jordan Schiding's Wells Fargo Advisors, LLC Experience March 2013 - October 2013
Job Pharmaceutical Sales Rep at Iroko Pharmaceuticals, LLC
Industry Pharmaceuticals
Experience
Iroko Pharmaceuticals, LLC  November 2014 - Present
Healthwright Technologies  July 2014 - December 2014
Merrill Lynch  November 2013 - September 2014
Wells Fargo Advisors, LLC   March 2013 - October 2013
Morgan Stanley  February 2012 - January 2013
Cellular Sales  September 2006 - February 2012

Skills
Sales, Territory Development, Medical Devices, Investments, Retirement Planning, Wealth Management, Portfolio Management, Series 7, Finance, Financial Analysis, Insurance, Asset Allocation, Selling, Investment Planning, Liability Management, Retirement, Investment Strategies, ALM, Series 66, Series 31, Life & Health Insurance..., Alternative Investments, Private Equity, Cold Calling, Customer Service, Sales Management, Account Management, New Business Development, Training, Marketing Strategy, Sales Process, Direct Sales, Strategic Planning, Sales Operations, Marketing, Team Building, Leadership

Education
CARSON-NEWMAN COLLEGE, Jefferson   2001 — 2005
Bachelor of Science, Financial Economics

Knoxville Catholic High School   1997 — 2001

Queens University of Charlotte

Beth Chassereau Beth Chassereau Richmond, Virginia Area Details
Beth Chassereau's Wells Fargo Advisors, LLC Experience June 2009 - December 2009
Job Portfolio Operations Associate & Advisor Support
Industry Financial Services
Experience
Wealthcare Capital Management  April 2015 - Present
Adhesion Wealth Advisor Solutions  November 2011 - April 2015
Mary Kay Inc.  October 2003 - January 2015
Vemma Nutrition  October 2010 - October 2013
Linden Thomas & Company, a Wells Fargo Advisors Financial Network   March 2010 - October 2011
Wells Fargo Advisors, LLC   June 2009 - December 2009
Wachovia Securities, LLC  February 2008 - April 2009
Wachovia Corporation  February 2008 - April 2009
Wachovia Securities  June 2005 - April 2009
Wachovia Securities, LLC  June 2005 - July 2007

Skills
Tax Reporting, Securities, Mutual Funds, Investments, Wealth Management, Financial Services, Asset Managment, Retirement Planning, Banking, Financial Analysis, Bonds, Insurance, Equities, Microsoft Excel, Accounting, Portfolio Management

Education
Radford University   1992 — 1996
Bachelor of Science Degree, Business Administration; Finance

Radford University - College of Business and Economics   1992 — 1996
Finance, Finance

Mills E. Godwin High School   1988 — 1992
Math

Bette Ellen Weiss Bette Ellen Weiss Greater New York City Area Details
Bette Ellen Weiss's Wells Fargo Advisors, LLC Experience November 2007 - August 2010
Job Registered Investment Consultant at Gary Goldberg Financial Services
Industry Financial Services
Experience
Gary Goldberg Financial Services  August 2010 - Present
Wells Fargo Advisors, LLC   November 2007 - August 2010
Wachovia Bank  June 2005 - October 2007
Volvo Finance North America  1983 - 2004

Skills
Financial Services, Series 7, Relationship Management, Series 63, Financial Analysis, Finance, Mortgage Lending, Wealth Management, Strategic Financial..., Mutual Funds, Investments

Education
Clarkstown North High School

Ramapo College of New Jersey
BS, Business Administration/Marketing

Kathleen Wyble Graham Kathleen Wyble Graham San Antonio, Texas Details
Kathleen Wyble Graham's Wells Fargo Advisors, LLC Experience October 2006 - Present
Job Senior Financial Advisor, First Vice President Investments at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2006 - Present
Edward Jones Investments  September 2001 - October 2006
USAA  January 1983 - March 2001

Skills
Investments, Strategy, Insurance, Retirement, Finance, Retirement Planning, Asset Allocation, Mutual Funds, Investment Strategies, Financial Planning, My ares of expertise..., Providing income in..., Bonds; individual..., Strategic Investment, Investment Planning, Financial Analysis, Portfolio Management, Risk Management, Asset Management, Financial Services

Education
Our Lady of the Lake University   1984 — 1986
MBA, Business Administration, Management and Operations

University of the Incarnate Word   1978 — 1981
BS, Education

Providence HS

Maksim Kolomeyer Maksim Kolomeyer Greater Los Angeles Area Details
Maksim Kolomeyer's Wells Fargo Advisors, LLC Experience April 2007 - February 2015
Job WM Senior Private BankerVP
Industry Banking
Experience
Comerica Bank  February 2015 - Present
Wells Fargo Bank  April 2007 - February 2015
Wells Fargo Advisors, LLC   April 2007 - February 2015
Wells Fargo Bank  July 2005 - March 2007
Wells Fargo  July 2004 - June 2005

Skills
Loans, Series 7, Mortgage Lending, Investments, Small Business Lending, Uniform Combined State..., Commercial Lending, Commercial Banking, Wealth Management, Banking, Portfolio Management, Financial Analysis, Credit Analysis, FHA, Real Estate, Brokerage, Consumer Lending, Loan Origination

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2008 — 2010
MBA, Finance

California State University-Northridge   2004 — 2006
BS, Finance, Real Estate

Deanna Lindlow Deanna Lindlow Chesterton, Indiana Details
Deanna Lindlow's Wells Fargo Advisors, LLC Experience November 2009 - Present
Job Senior Client Associate
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 2009 - Present
Credit Suisse  June 2009 - November 2009
Morgan Stanley  May 2001 - June 2009
Jillians Restaurant Inc   April 1998 - May 2001

Skills
Training, Management, Accounting, Customer Service, Securities, Mutual Funds, Leadership, Financial Services, Finance, Banking, Administrative...

Education
Ohio Dominican University   2003 — 2005
Bachelor’s Degree, Business

Lance Ingerson Lance Ingerson Hampden, Maine Details
Lance Ingerson's Wells Fargo Advisors, LLC Experience October 2010 - November 2013
Job Staff Accountant at Haverlock, Estey & Curran, LLC
Industry Accounting
Experience
Haverlock, Estey & Curran, LLC   November 2013 - Present
Wells Fargo Advisors, LLC   October 2010 - November 2013
Northwestern Mutual  January 2010 - October 2010

Skills
Strategic Financial..., Investments, Securities, Mutual Funds, Financial Analysis, Retirement Planning, Series 7, Asset Allocation, Finance, Equities, Retirement, Estate Planning, Asset Management, Fixed Annuities, Series 6, Life Insurance, Long Term Care Insurance, Disability Insurance, IRAs, Loans, Credit, Insurance

Education
Quinnipiac University   2005 — 2009
Bachelor's degree, Finance/Accounting

Jacob Krecic Jacob Krecic Cleveland/Akron, Ohio Area Details
Jacob Krecic's Wells Fargo Advisors, LLC Experience March 2008 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 2008 - Present
Morgan Stanley  May 1998 - March 2008
Morgan Stanley Dean Witter  May 1997 - May 1998

Skills
Retirement Planning, Investments, Mutual Funds, Asset Allocation, Investment Strategies, Equities, Financial Services, Insurance, Fixed Income, Finance

Education
Ohio Northern University
BA, Finance

Matthew R. Gillen, CFP® Matthew R. Gillen, CFP® Chagrin Falls, Ohio Details
Matthew R. Gillen, CFP®'s Wells Fargo Advisors, LLC Experience August 2004 - Present
Job First Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2004 - Present
River Street Partners   June 2001 - December 2003

Education
Ohio University   2000 — 2004
Bachelor of Business Administration, Finance

Tim Sheridan Tim Sheridan Greater New York City Area Details
Tim Sheridan's Wells Fargo Advisors, LLC Experience February 2012 - Present
Job SVP Market Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors LLC  February 2012 - Present
Raymond James & Associates  July 2010 - February 2012
UBS Financial Services  November 2005 - October 2009
Morgan Stanley  January 1997 - November 2005

Skills
Investments, Asset Allocation, Retirement Planning, Investment Strategies

Education
Providence College   1982 — 1986
BS, Finance

St Mary's Boys High School   1978 — 1982

Richard Stanfel Richard Stanfel Greater Chicago Area Details
Richard Stanfel's Wells Fargo Advisors, LLC Experience December 2010 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   December 2010 - Present
Royal Atlantic Investments, LLC   December 2008 - December 2010
DT Clearing LLC   August 2007 - December 2009
DT Trading  1995 - 2007

Education
Ohio University   1983 — 1987
BBA, Finance

Ohio University   1983 — 1987
BBA, Management

Libertyville HS

sherrie atherly sherrie atherly Portland, Oregon Area Details
sherrie atherly's Wells Fargo Advisors, LLC Experience April 2007 - Present
Job Practice Admin Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2007 - Present
Soloman Smith Barney  1989 - 2000
Black & Company   1975 - 1984

Skills
Investments, Customer Service, Financial Analysis, Project Management, Microsoft Office

Education
Portland State University
Bachelor of Arts, Secondary Education and Teaching, English

Sammamish High School, Bellevue Wa

Thomas Cordasco Thomas Cordasco Greater New York City Area Details
Thomas Cordasco's Wells Fargo Advisors, LLC Experience August 2007 - June 2009
Job Real Estate Investments & Property Management
Industry Real Estate
Experience
Thomas Cordasco Company Inc.   April 2011 - Present
Allan Riley Company Inc.   March 2010 - May 2011
Wells Fargo Advisors, LLC   August 2007 - June 2009

Skills
Team Leadership, Valuation, Strategic Financial..., Real Estate Transactions, Investment Management, Financial Advisory, Asset Allocation, Wealth Management, Real Estate Economics, Due Diligence, Wealth Management..., Finance, Investment Properties, Property Management

Education
Zicklin School of Business   2013 — 2014
Master of Science (MS), Accounting, Tax

Zicklin School of Business   2010 — 2012
MBA, Real Estate, Economics

Pace University - Lubin School of Business   2000 — 2004
BS, Finance

Luke Violette Luke Violette West Hartford, Connecticut Details
Luke Violette's Wells Fargo Advisors, LLC Experience June 2011 - May 2014
Job Financial Consultant at Goldberg, Yolles & Lepore, LLC. Wells Fargo Advisors Financial Network
Industry Financial Services
Experience
Goldberg, Yolles & Lepore LLC.   June 2014 - Present
Wells Fargo Advisors, LLC   June 2011 - May 2014
Morgan Stanley Smith Barney  October 2010 - February 2011

Education
Quinnipiac University   2006 — 2010
Bachelors

Northwest Catholic High School, West Hartford, CT   2002 — 2006

Patricia Bates Patricia Bates Indianapolis, Indiana Area Details
Patricia Bates's Wells Fargo Advisors, LLC Experience July 1986 - Present
Job Regional President at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 1986 - Present
Prudential Securities  March 1994 - February 2001

Skills
Coaching, recruiting,...

Education
Purdue University   1976 — 1980
BS, Management

Scecina High

Douglas Patton Douglas Patton Cleveland/Akron, Ohio Area Details
Douglas Patton's Wells Fargo Advisors, LLC Experience August 1999 - Present
Job Senior Registered Client Associate, Officer
Industry Financial Services
Experience
Wells Fargo Advisors LLC  August 1999 - Present
Rubbermaid  1986 - 1999

Education
Purdue University   1975 — 1979
BS Industrial Engineering, Industrial Engineering

The University of Memphis
MBA, Management

gabriel vuagniaux gabriel vuagniaux Greater St. Louis Area Details
gabriel vuagniaux's Wells Fargo Advisors, LLC Experience 1989 - Present
Job manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   1989 - Present
Wells Fargo  1989 - Present

Skills
Portfolio Management, Credit, Banking, Risk Management, Mortgage Lending, Loans, Financial Analysis, Mutual Funds, Securities, Wealth Management, Investments, Financial Services

Education
Quincy University   1980 — 1984

Brent McKinney Brent McKinney Lafayette, Indiana Area Details
Brent McKinney's Wells Fargo Advisors, LLC Experience February 2009 - Present
Job Financial Advisor/ CRPC at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2009 - Present

Education
Purdue University   1987 — 1992
BS, Industrial Engineering

David Martinenko David Martinenko El Dorado Hills, California Details
David Martinenko's Wells Fargo Advisors, LLC Experience February 2009 - Present
Job Senior Vice President Investment Officer CFP® at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2009 - Present

Education
Oregon State University   1978 — 1982
Bachelor of Science (BS), Business Administration and Management, General

Mary Angela McMurphy Mary Angela McMurphy Columbus, Georgia Details
Mary Angela McMurphy's Wells Fargo Advisors, LLC Experience March 2013 - December 2014
Job VP Branch Manager at Southern States Bank
Industry Financial Services
Experience
Southern States Bank  December 2014 - Present
Wells Fargo Advisors, LLC   March 2013 - December 2014
Wells Fargo Bank, N.A.   August 2010 - March 2013
Wells Fargo  May 2010 - August 2010

Education
Presbyterian College   2006 — 2010
Bachelor of Arts, English and Business Management

Brookstone School

Bruce C Seymour JD Bruce C Seymour JD Orange County, California Area Details
Bruce C Seymour JD's Wells Fargo Advisors, LLC Experience 2005 - 2013
Job Private Wealth Management
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2005 - 2013

Skills
Wealth Management, Retirement Planning, Estate Planning, Wealth Management..., Asset Allocation, Strategic Financial..., Insurance, Retirement, Investment Strategies, Financial Planning, Life Insurance, Risk Management, Finance

Education
Pepperdine University School of Law
Juris Doctor

University of California, Irvine
Bachelor of Arts

Tom Capehart Tom Capehart Greater St. Louis Area Details
Tom Capehart's Wells Fargo Advisors, LLC Experience March 1999 - Present
Job Business Systems Consultant (Software QA) at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 1999 - Present

Skills
Software Quality..., Rational Team Concert, Oracle SQL, SQL*Plus, Microsoft Access, Microsoft Office, Teradata, Data Analysis, Embedded SQL, Relational Databases, Contract Management, User Acceptance Testing, DB2/SQL

Education
Nova Southeastern University   1998 — 2001
Master of Science (M.S.), Management Information Systems, General

Regents College, University of the State of New York   1989 — 1994
Bachelor of Science, Business/Economics

Stephen Gitter Stephen Gitter Philadelphia, Pennsylvania Details
Stephen Gitter's Wells Fargo Advisors, LLC Experience January 2005 - Present
Job Senior VP Investments @ Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC  January 2005 - Present

Education
temple dental   1966 — 1970
dds, dentistry

Penn State University   1960 — 1964
bs, history

Cynthia Seagren Cynthia Seagren San Francisco Bay Area Details
Cynthia Seagren's Wells Fargo Advisors, LLC Experience December 2004 - May 2012
Job Compliance Consultant
Industry Financial Services
Experience
WELLS FARGO Advisors, LLC   December 2004 - May 2012
Pacific Gas & Electric  August 2003 - December 2004
Van Kasper Wells Fargo   November 2000 - November 2001

Skills
FINRA CRD, Outlook,..., Accounting, Analysis, Management, Public Speaking

Education
Point Loma Nazarene University
Bachelor of Arts (B.A.), Comparative Literature

Darin Anderson Darin Anderson San Antonio, Texas Details
Darin Anderson's Wells Fargo Advisors, LLC Experience March 2007 - January 2011
Job Account Manager at AT&T
Industry Investment Management
Experience
AT&T  August 2012 - Present
HEB  January 2011 - August 2012
Wells Fargo Advisors, LLC   March 2007 - January 2011
AT&T  March 2005 - March 2007
AT&T  May 2000 - March 2005
MITEK-ETHICON, INC   April 1998 - May 2000
Kendall Healthcare  January 1992 - April 1998

Skills
Series 7, Series 63, Medical Devices, Telecommunications, Term Life Insurance, Health Insurance

Education
Oklahoma State University
Bachelor of Science, Marketing

David Lucy David Lucy West Chester, Pennsylvania Details
David Lucy's Wells Fargo Advisors, LLC Experience September 1988 - Present
Job Senior Vice President Complex Manager
Industry Financial Services
Experience
Wells Fargo Advisors LLC  September 1988 - Present

Education
Penn State University   1974 — 1977
Bachelor of Science (BS), Finance, General

AJ Bishop AJ Bishop San Jose, California Details
AJ Bishop's Wells Fargo Advisors, LLC Experience July 2014 - Present
Job Regional Brokerage Manager, Vice President at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2014 - Present
JP Morgan Securities  August 2011 - July 2014
JPMorgan Chase & Co.   July 2006 - August 2011

Skills
Management, Leadership, Customer Service, Sales, Strategic Planning, Strategy, Marketing, Investments, Portfolio Management

Education
Seattle University   2010 — 2012
Master of Arts (MA), Organization Systems

Purdue University   1999 — 2003
Bachelor of Arts (BA), Organizational and Business Communication

Fran Rubinstein, MBA Fran Rubinstein, MBA Miami/Fort Lauderdale Area Details
Fran Rubinstein, MBA's Wells Fargo Advisors, LLC Experience September 2011 - January 2014
Job Financial Advisor/Financial Services Representative at MetLife
Industry Financial Services
Experience
MetLife  January 2014 - Present
Wells Fargo Advisors, LLC   September 2011 - January 2014
Morgan Stanley Smith Barney  May 2008 - September 2011
Kaizen Media   September 2006 - March 2008
Stanford Group Company  May 2004 - March 2006
Ryan Beck & Co.   June 1999 - February 2003
Southeast Research Partners   October 1996 - July 1999
Donaldson, Lufkin & Jenrette   May 1993 - November 1996
Neuberger Berman  March 1986 - April 1993

Education
Pace University - Lubin School of Business   1987 — 1990
Master of Business Administration (MBA), Finance

State University of New York at Buffalo   1979 — 1983
Bachelor of Science (BS), Journalism & Communications

Kelly Mayton Kelly Mayton Chicago, Illinois Details
Kelly Mayton's Wells Fargo Advisors, LLC Experience August 1999 - Present
Job Senior Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 1999 - Present

Education
Prairie State College

Jeff Heimstaedt Jeff Heimstaedt Irvine, California Details
Jeff Heimstaedt's Wells Fargo Advisors, LLC Experience November 2014 - Present
Job Senior Financial Advisor at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC  November 2014 - Present
Oppenheimer & Co. Inc.   March 2008 - November 2014
Merrill Lynch  February 1981 - February 2008

Education
Pepperdine University, The George L. Graziadio School of Business and Management   1979 — 1980

Pepperdine University   1975 — 1979
Business Administration and Management, General

Christine Gebhardt Christine Gebhardt Cincinnati, Ohio Details
Christine Gebhardt's Wells Fargo Advisors, LLC Experience October 2013 - Present
Job Complex Administrator at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2013 - Present
UBS  May 2013 - October 2013
Wells Fargo Advisors, LLC   March 2006 - May 2013

Education
Ohio University

Select page

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21


Similar Companies