Wells Fargo Advisors, LLC

Industry: Subsidiary

Description

Wells Fargo Advisors is a subsidiary of Wells Fargo, located in St Louis, Missouri. It is the ninth largest brokerage firm in the United States as of August 17, 2017 with $490 billion retail client assets under management. Headquarters: St. Louis, Missouri, United States Number of employees: 15,000 Advisors Parent organization: Wells Fargo Founded: 4 September 2001 Total assets: 490 billion USD Subsidiaries: Wachovia Securities (Argentina) LLC (Buenos Aires Argentina),

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3,046 Wells Fargo Advisors, LLC employees in database. Find out everything there's to know about Wells Fargo Advisors, LLC employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Wells Fargo Advisors, LLC Employees

Employee
Years
Job
Industry
Sheila Jacobs, CFP® Sheila Jacobs, CFP® Greater Philadelphia Area Details
Sheila Jacobs, CFP®'s Wells Fargo Advisors, LLC Experience November 2013 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 2013 - Present
Life & Money Consulting, LLC   June 2009 - November 2013
A.G. Edwards & Sons, Inc.   2007 - 2009
Raymond James  January 2004 - June 2007
A.G. Edwards & Sons, Inc.   March 1997 - August 2004

Skills
Asset Allocation, Insurance, 401k Rollovers, Investment Planning, Multi-Generational..., Retirement Plan..., Retirement Planning, Risk Management

Education
Rutgers, The State University of New Jersey-New Brunswick   1984 — 1989
BA, Economics

American College
CERTIFIED FINANCIAL PLANNER™, Chartered Advisor in Philanthropy®

Union High School

Alex Padua Alex Padua Greater San Diego Area Details
Alex Padua's Wells Fargo Advisors, LLC Experience December 2013 - April 2015
Job Vice President of Financial Affairs & CFO of Associated Students at San Diego State University
Industry Financial Services
Experience
Associated Students: Board of Directors   May 2014 - Present
Associated Students of San Diego State University  May 2014 - May 2015
Wells Fargo Advisors, LLC   December 2013 - April 2015
SDSU Finance & Investment Society   October 2013 - May 2014
Phi Kappa Theta Fraternity SDSU   November 2012 - November 2013
Phi Kappa Theta Fraternity SDSU   November 2011 - November 2012

Skills
Leadership, Public Speaking, Budgets, Leadership Development, Team Leadership, Customer Service, Microsoft Excel, Finance, Management, Team Management, Goal Setting, Management by Objectives, Social Media, Investments, Event Planning, Time Management, Accounting, Teamwork, Social Networking

Education
San Diego State University-California State University   2010 — 2015
Finance, General

ICLC Costa Rica Study Abroad Experience   2013 — 2014

Saint Augustine High School, CA   2006 — 2010

Joseph Thomas Travagline Joseph Thomas Travagline Greater Philadelphia Area Details
Joseph Thomas Travagline's Wells Fargo Advisors, LLC Experience June 1995 - Present
Job Financial Advisor / Managing Director Investment Officer at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC  June 1995 - Present

Skills
Investments, Retirement Planning, Mutual Funds, Securities, Financial Services, Retirement, Portfolio Management, Customer Service, Sales, Marketing Strategy

Education
Rowan University   1985 — 1989
Bachelor of Science, Business Management

Atlantic City High School

Richard Duarte Richard Duarte Greater San Diego Area Details
Richard Duarte's Wells Fargo Advisors, LLC Experience December 1999 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   December 1999 - Present

Skills
Investments, Strategy, Asset Allocation, Management, Entrepreneurship, Financial Advisory, Small Business, Finance, Investment Strategies, Risk Management, Retirement, Financial Analysis, CRM

Education
San Diego State University-California State University
BA, Political Science & Economics

Miguel R. Castillo Miguel R. Castillo San Francisco Bay Area Details
Miguel R. Castillo's Wells Fargo Advisors, LLC Experience August 2008 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2008 - Present
UBS  March 2003 - August 2008
Morgan Stanley Smith Barney  February 1998 - March 2003

Skills
Investments, Risk Management, Retirement Planning, Investment Strategies, Asset Allocation, Insurance, 401k Rollovers, Securities, Wealth Preservation..., Strategic Planning, Business Owner Planning, Financial Analysis, Fixed Income Strategies, Multi-generational..., Retirement Savings, Estate Investment..., Investment Planning

Education
San Diego State University-California State University
BA, Business and Political Science

San Diego State University-California State University
BA, Business and Political Science

Joe Tavano Joe Tavano Tenafly, New Jersey Details
Joe Tavano's Wells Fargo Advisors, LLC Experience September 2011 - October 2014
Job JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan ChaseBank, N.A.   October 2014 - Present
Wells Fargo Advisors, LLC   September 2011 - October 2014
Flett Futures   January 2008 - January 2010
New York Mercantile Exchange  January 2001 - June 2009
Flett Futures   January 1998 - January 2001
M.S. Farrell   January 1996 - January 1998

Education
Rutgers University-New Brunswick   1991 — 1996
ba, psych, econ

Rutgers University. New Brunswick   1991 — 1996
B.A, economics/psychology

Jeff Siefert, CFP® Jeff Siefert, CFP® Kalamazoo, Michigan Area Details
Jeff Siefert, CFP®'s Wells Fargo Advisors, LLC Experience February 2007 - Present
Job Financial Advisor, Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2007 - Present
Fanning Howey  2006 - 2007
RQAW Corporation  2003 - 2006
General Motors  2000 - 2003

Skills
Estate Investment..., Financial Analysis, Financial Services, Investment Planning, Investment Strategies, Investments, Multigenerational..., Retirement, Retirement Planning, Risk Management, Tax-Efficient Strategies, Wealth-Preservation...

Education
Rose-Hulman Institute of Technology   1996 — 2000
BS, Mechanical Engineering

Terre Haute North High School   1992 — 1996

CHRISTAL MAROTTA CHRISTAL MAROTTA Greater Chicago Area Details
CHRISTAL MAROTTA's Wells Fargo Advisors, LLC Experience July 2015 - Present
Job Branch Administrator at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2015 - Present
Wells Fargo Home Mortgage  April 2012 - June 2015

Skills
Analysis, Software Documentation, Leadership, Customer Service, Time Management, Strategic Planning, Management, Medical Billing, Team Building, Training, Microsoft Office, Public Speaking, PowerPoint

Education
Robert Morris University   2011 — 2012
MM, Business Administration, Management and Operations

Robert Morris University   2010 — 2012
Masters business management, business management

Robert Morris University, Chicago   2010 — 2011
Bachelor's in Professional Studies concentrating in Allied Health, Health Care

Allied Health
Bachelor of Professional Studies, Concentration

EDUCATIONROBERT MORRIS UNIVERSITY
Masters, Management; Health Care Administration

Everest College
Diploma, Medical

Jim Getter Jim Getter Cincinnati, Ohio Details
Jim Getter's Wells Fargo Advisors, LLC Experience March 2000 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 2000 - Present
Cincinnati Country Club  1992 - 1999
US Army  1989 - 1992

Skills
Investments, Retirement, Retirement Planning, 401k Rollovers, Portfolio Management, Life Insurance, Financial Services, Finance, Investment Strategies, Asset Management, Stocks, ETFs, Mutual Funds, Wealth Management, Securities, Fixed Income, Retirement Savings

Education
Rose-Hulman Institute of Technology   1985 — 1989
Bachelor of Science, Electrical Engineering

John L. Ranft, CIMA, MBA John L. Ranft, CIMA, MBA Greater Denver Area Details
John L. Ranft, CIMA, MBA's Wells Fargo Advisors, LLC Experience June 2013 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 2013 - Present
Navellier & Associates  January 2008 - June 2013
Prudential Financial  August 2003 - December 2007
Manulife Financial  August 2002 - June 2003
First Union Securities  January 2000 - May 2002
EVEREN Securities  October 1995 - December 1999
Gruntal & Company  September 1989 - October 1995
Moseley, Hallgarten, Estabrook & Weeden   1983 - 1989
Coopers & Lybrand  1981 - 1983

Skills
Investments, Retirement Planning, Mutual Funds, Sales Management, Sales, Finance, New Business Development

Education
University of California, Berkeley   1977 — 1979
Bachelor of Science (BS), Accounting

San Francisco State University
Master of Business Administration (MBA), Finance, General

Marcos Cigagna, MBA Marcos Cigagna, MBA Orlando, Florida Details
Marcos Cigagna, MBA's Wells Fargo Advisors, LLC Experience August 2008 - Present
Job Senior Financial Advisor, Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2008 - Present
Bank of America Investment Services Inc   February 2003 - August 2008
UBS Wealth Management  December 1998 - February 2003

Skills
Series 7, Series 63

Education
Rollins College - Crummer Graduate School of Business   1999 — 2002
Master of Business Administration (MBA), Business Administration and Management, General

Rollins College - Crummer Graduate School of Business   1998 — 1999
Executive Management Post Baccalaureate, Business Administration and Management, General

Universidade Mackenzie   1987 — 1991
Doctor of Law (J.D.), Law

Aaron Becker Aaron Becker Greater St. Louis Area Details
Aaron Becker's Wells Fargo Advisors, LLC Experience August 2006 - Present
Job Research Analyst at Wells Fargo Investment Institute
Industry Financial Services
Experience
Wells Fargo Investment Institute   November 2014 - Present
Wells Fargo Advisors, LLC   August 2006 - Present
Wachovia Securities  October 2007 - July 2009
Gallatin Asset Management   August 2006 - October 2007

Skills
Project Management, Microsoft Excel, Business Analysis, Data Analysis, Microsoft Office, SQL, VBA, Customer Service, Databases, Microsoft Word, Research, SharePoint, Risk Management, Customer Satisfaction, Access

Education
Saint Louis University   2006 — 2008
MBA

Saint Louis University   1999 — 2002
BSBA, Management Information Systems, Film Studies

Paul Christopher, CFA Paul Christopher, CFA Greater St. Louis Area Details
Paul Christopher, CFA's Wells Fargo Advisors, LLC Experience January 2010 - Present
Job Managing Director Chief International Investment Strategist
Industry Investment Management
Experience
Wells Fargo Advisors, LLC   January 2010 - Present
Eclipse Capital Management   July 2001 - December 2009
A. G. Edwards & Sons, Inc.   January 1999 - July 2001
Global Securities Kazakhstan (HQ: Istanbul, Turkey)   August 1998 - January 1999
Barents Group, LLC   September 1994 - July 1998

Education
University of Rochester   1986 — 1994
MA, Economics

Saint Louis University   1979 — 1983
BA, Economics, Spanish

Kevin Jaggie Kevin Jaggie San Francisco Bay Area Details
Kevin Jaggie's Wells Fargo Advisors, LLC Experience April 2009 - Present
Job Complex Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2009 - Present
Merrill Lynch  1995 - 2009

Skills
Securities, Retirement Planning, Investments, Asset Allocation, Wealth Preservation...

Education
San Diego State University-California State University
BS, Finance

Casey Korsak Casey Korsak San Francisco Bay Area Details
Casey Korsak's Wells Fargo Advisors, LLC Experience July 2000 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2000 - Present
Prudential Financial  December 1993 - July 2000

Education
San Francisco State University   1988 — 1991
B.A., International Relations

Christopher J. Bryan Christopher J. Bryan Greater Philadelphia Area Details
Christopher J. Bryan's Wells Fargo Advisors, LLC Experience May 2014 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2014 - Present
Morgan Stanley Wealth Management  September 2007 - April 2014
Capmark Finance Inc  September 2003 - September 2007
GMAC Commercial Mortgage  September 2001 - August 2003
Comcast  July 1997 - August 2001
PHH Mortgage (formerly Cendant Mortgage)   1996 - 1997
CoreStates  1994 - 1996

Skills
401k, 401(k) Rollovers, Asset Allocation, Business-Owner Planning, Business-Succession..., Concentrated Stock..., Deferred Compensation..., Equities, Estate Investment..., Finance, Financial Advisory, Financial Analysis, Financial Reporting, Financial Risk, Financial Services, Fixed-Income Strategies, Insurance, Investments, Investment Planning, Investment Strategies, Relationship Management, Retirement, Retirement-Plan..., Retirement Planning, Risk Management, Securities, Annuities, Mutual Funds, Exchange Traded Funds..., Bonds, Stock Analysis, Strategic Planning, Strategy, Tax–Efficient Strategies, Wealth-Preservation...

Education
Rutgers University – Camden   1992 — 1996
B.S.

Josh Billauer Josh Billauer La Jolla, California Details
Josh Billauer's Wells Fargo Advisors, LLC Experience 1998 - Present
Job
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   1998 - Present

Skills
Investments, Finance, Alternative Investments, Investment Strategies, Nonprofits

Education
San Diego State University-California State University   2006 — 2008
MBA

University of California, San Diego   1994 — 1998

Peter Motzenbecker, CRPC® Peter Motzenbecker, CRPC® Tampa/St. Petersburg, Florida Area Details
Peter Motzenbecker, CRPC®'s Wells Fargo Advisors, LLC Experience July 2012 - Present
Job Regional Vice President, Genworth Financial
Industry Insurance
Experience
Genworth Financial  August 2014 - Present
SunTrust Bank  January 2014 - Present
SunTrust Bank  January 2014 - Present
Wells Fargo Advisors, LLC   July 2012 - Present
UBS  February 2011 - July 2012
Genworth Financial  August 2005 - January 2011
John Hancock Financial Services  January 2003 - July 2005
Pacific Life  April 1998 - January 2002

Education
Rowan University   1978 — 1983
Bachelor of Arts (B.A.)

Laura 'Alex' Adams Laura 'Alex' Adams San Diego, California Details
Laura 'Alex' Adams's Wells Fargo Advisors, LLC Experience October 2005 - Present
Job Administrative Assistant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2005 - Present

Education
Regis University   2004 — 2008
Business Administration and Management, General

Robert Varie Robert Varie Los Angeles, California Details
Robert Varie's Wells Fargo Advisors, LLC Experience June 2013 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 2013 - Present
Varie Investment Partners, Inc.   July 2008 - May 2013
Ken Stern & Associates   August 2007 - June 2008

Skills
Investment Strategies, Investments, Asset Allocation, Portfolio Management, Wealth Management, Finance, Alternative Investments, 401k Rollovers, IRAs, Retirement Planning, High Net Worth..., MLP, Employee Stock Options, Hedge Funds, Concentrated Stock..., Public Speaking, Tax-Efficient Strategies, 401k, Wealth Preservation..., Estate Planning, Equities, Fixed Income, Municipal Bonds, Executive Compensation..., Rule 144, 10b5-1 Plans, Restricted Stock, Managed Futures, Fixed Income Strategies, Securities Lending, Executive Financial..., BDCs, IPO, Syndicate, Financial Planners, Multi-generational..., Asset Management, Strategic Financial..., Qualified Retirement..., Online Marketing, Social Media Marketing, Financial Planning, Preferred Stock

Education
San Diego State University-California State University   2003 — 2006
BA, Finance & Economics

Fernando Arrue Fernando Arrue Greater New York City Area Details
Fernando Arrue's Wells Fargo Advisors, LLC Experience June 2013 - July 2015
Job Portfolio Administrator with Elite Capital Management Group, LLC
Industry Financial Services
Experience
Elite Capital Management Group, LLC   August 2015 - Present
Wells Fargo Advisors, LLC   June 2013 - July 2015
Associated Global Systems  November 2010 - June 2013

Education
Saint John's University   2007 — 2010
Bachelor of Science (BS), Journalism

Rensselaer Polytechnic Institute
Mechanical Engineering

Guy Schoepfer Guy Schoepfer Danbury, Connecticut Details
Guy Schoepfer's Wells Fargo Advisors, LLC Experience May 2009 - Present
Job Senior Vice President Branch Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2009 - Present
Wachovia Securities  September 2004 - May 2009
UBS  May 2001 - September 2004
Merrill Lynch  September 1991 - May 2001
A.G. Edwards & Sons, Inc.   January 1988 - September 1991

Skills
Finance, Securities, Risk Management, Mutual Funds, Fixed Annuities, Management, Financial Analysis, Variable Annuities, Life Insurance

Education
Regis University   2002 — 2004
Master of Business Administration (M.B.A.), Finance and Accounting

Rochester Institute of Technology   1982 — 1986
Bachelor of Science (B.S.), Nuclear Medical Technology/Technologist

Gail Aalund Gail Aalund Durango, Colorado Details
Gail Aalund's Wells Fargo Advisors, LLC Experience July 2001 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2001 - Present
AAHA Marketing   June 1994 - June 2001
Holland & Hart LLP  June 1992 - March 1994

Skills
Investments, Retirement, Financial Services, Retirement Planning, Financial Advisory, Investment Strategies, Asset Allocation, Wealth Management, Mutual Funds

Education
University of Illinois at Chicago   1988 — 1989
Master of Business Administration (M.B.A.), Finance, General

Rochester Institute of Technology   1975 — 1978
Bachelor of Arts (BA), Graphic Design

David Redmond David Redmond Providence, Rhode Island Area Details
David Redmond's Wells Fargo Advisors, LLC Experience August 2012 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2012 - Present
Paychex  November 2010 - August 2012
Nantucket Sinks   January 2010 - November 2010
Fielding Mfg Inc   February 2009 - December 2009
D.C. Products Inc.   January 2005 - February 2009
RIBCO Mfg Inc   January 1991 - April 2005
RIBCO Mfg Inc   January 1991 - January 2005

Education
Rutgers University-New Brunswick   1986 — 1991
BA, Economics

Gavin Licht CFP® Gavin Licht CFP® San Francisco Bay Area Details
Gavin Licht CFP®'s Wells Fargo Advisors, LLC Experience July 2013 - Present
Job Financial Advisor at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC  July 2013 - Present
U.S. Bank   December 2010 - July 2013
Wells Fargo Investments  2008 - December 2010

Skills
Investments, Insurance, Retirement Planning, Retirement Income..., Saving for Education, Retirement, Mutual Funds, IRA's, Annuities, Long Term Care, 401k, Asset Management, Securities, Alternative Investments, Bonds, Pensions, ETFs, Equities, Fixed Income, Fixed Annuities, Finance

Education
San Francisco State University   2008 — 2009
CFP certification, Financial Planning

University of California, Davis   2005 — 2007
BS, Managerial Economics

Alhambra Highschool   1998 — 2002
high school diploma

Susan Geraghty Susan Geraghty Greater Denver Area Details
Susan Geraghty's Wells Fargo Advisors, LLC Experience May 2013 - Present
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2013 - Present
CIMCO Private Wealth (Capital Investment Management)   May 2008 - May 2013
MCL Financial Group, Inc.   January 2005 - March 2008

Skills
Investment Planning, Client Service, Self-starter, Organized with Strong..., Sandler Sales Trained, Fast Learner

Education
Rollins College

University of Denver
Business - Hotel and Restaurant Management

Faustina Kerr Faustina Kerr Greater San Diego Area Details
Faustina Kerr's Wells Fargo Advisors, LLC Experience September 2007 - June 2012
Job Associate VP Escalations
Industry Financial Services
Experience
First Allied Securities  June 2013 - Present
Local Independant Financial Planning Firm   June 2012 - May 2013
Wells Fargo Advisors, LLC   September 2007 - June 2012
Rice Hall James & Associates, LLC   2004 - 2007
Youth4orce, Inc.   October 2001 - June 2005
Specialized Marketing International  January 1998 - September 1999

Skills
Business Development, Customer Service, Investments, Marketing, Time Management, Finance, Microsoft Excel, Series 7

Education
University of Phoenix   2007 — 2010
Bachelor of Science (B.S.), Business Marketing and Ebusiness

San Diego City College
Radio / Television/ Film and New Media

James McDavitt James McDavitt Greater New York City Area Details
James McDavitt'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
Merrill Lynch Investment Managers  August 1982 - January 2009

Education
Saint Anselm College   1975 — 1979
BS, LAW

Jason Newman Jason Newman Camas, Washington Details
Jason Newman's Wells Fargo Advisors, LLC Experience November 2011 - July 2012
Job Investment Counselor at Fisher Investments
Industry Financial Services
Experience
Fisher Investments  June 2014 - Present
Morgan Stanley Wealth Management  August 2012 - June 2014
Wells Fargo Advisors, LLC   November 2011 - July 2012
Globalbased Technologies  February 2011 - November 2011
Mazuma Capital Corp  August 2010 - February 2011
The Church of Jesus Christ of Latter-day Saints  May 2005 - May 2007

Skills
Sales Management, Financial Analysis, Customer Service, Microsoft Office, Investments, Account Management, Spanish, Securities, Financial Advisory, Customer Relations, Excel, Writing

Education
University of Utah - David Eccles School of Business

Salt Lake Community College

John Fessler John Fessler Greater Philadelphia Area Details
John Fessler's Wells Fargo Advisors, LLC Experience August 2014 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Banking
Experience
Wells Fargo Advisors, LLC   August 2014 - Present
Wells Fargo Home Mortgage  September 2012 - August 2014
Wells Fargo co  June 2011 - September 2012
Rowan University  May 2009 - May 2011
Morgan Stanley Smith Barney  June 2010 - October 2010

Skills
Management, Finance, Mortgage Lending, CRM, Microsoft Excel, Loans, Financial Analysis, Social Networking, Leadership

Education
Rowan University   2007 — 2011
Finance, Economics

David Fouts David Fouts Houston, Texas Details
David Fouts's Wells Fargo Advisors, LLC Experience September 2013 - Present
Job First Vice President Branch Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC  September 2013 - Present
UBS Financial Services Inc  March 1995 - September 2013
Fidelity Investments  February 1989 - March 1995

Skills
Wealth Management, Mutual Funds, Investments, Financial Analysis, Retirement Planning

Education
Sam Houston State University   1982 — 1984
Bachelor of Science (BS), Agricultural Business and Management

David F. Crossan, CFP®, CRC® David F. Crossan, CFP®, CRC® Toms River, New Jersey Details
David F. Crossan, CFP®, CRC®'s Wells Fargo Advisors, LLC Experience October 2006 - Present
Job Financial Advisor, Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2006 - Present

Skills
Retirement Planning, Retirement, Investments, Investment Strategies, Financial Advisory, 401k, Fixed Income, Insurance, Financial Management..., Financial Services, Finance, FINRA, Certified Financial..., Personal Finance, Mutual Funds, Asset Allocation, Financial Goals, Investment Advisory, IRAs, Securities, Fixed Annuities, Uniform Combined State..., Wealth Planning, Investment Planning, Portfolio Analysis

Education
St. Bonaventure University   1990 — 1994
Bachelor's degree, Finance and Marketing

Chatham High School   1986 — 1990

Casey Ventrillo Casey Ventrillo Kansas City, Missouri Area Details
Casey Ventrillo's Wells Fargo Advisors, LLC Experience October 2010 - Present
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2010 - Present
Morgan Stanley  December 1997 - October 2010

Skills
Investments, Finance, Insurance, Asset Allocation, Retirement Planning, Employee Benefits, Financial Reporting, Financial Analysis, Mutual Funds

Education
Rockhurst University   1995 — 1998
B.S.,B.A., Finance/Economics

Scott MacArthur Scott MacArthur Greater St. Louis Area Details
Scott MacArthur's Wells Fargo Advisors, LLC Experience February 2010 - July 2010
Job Senior Consultant SAP, Technology Strategy and Implementation
Industry Management Consulting
Experience
Deloitte  August 2014 - Present
Deloitte  August 2012 - August 2014
Deloitte Consulting  July 2010 - August 2012
Wells Fargo Advisors, LLC   February 2010 - July 2010
Deloitte  January 2009 - May 2009
BackOffice Associates  May 2008 - September 2008
Tubular Steel Inc  May 2006 - September 2006

Skills
SAP, Leadership, Integration, Cross-functional Team..., Microsoft Excel, Project Management, Data Analysis, Microsoft Office, Microsoft Word, Public Speaking, Business Analysis, Management, Management Consulting, Event Planning, Research, Party Planning, Political Science, Rewards Programs, PowerPoint, Access, Visio, Customer Service, Sales, Strategic Planning

Education
University of Michigan   2014 — 2016
Master of Business Administration (M.B.A.), Entrepreneurship, Finance, Global Business

Saint Louis University   2005 — 2009
Bachelor of Science - Business Administration, Leadership and Change Management

John Burroughs   1999 — 2005

Mark Toumajian Mark Toumajian El Segundo, California Details
Mark Toumajian'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

Skills
Asset Allocation, Retirement Planning, Mutual Funds, Retirement, 401k Rollovers, Investment Strategies, Investments, Asset Management, Alternative Investments, Investment Advisory, Wealth Management..., Financial Advisory, Securities

Education
San Diego State University-California State University   1990 — 1994
B.S., Corporate Finance

William Jones, CFP® William Jones, CFP® Rancho Santa Fe, California Details
William Jones, CFP®'s Wells Fargo Advisors, LLC Experience October 2007 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2007 - Present
Morgan Stanley Smith Barney  May 1996 - October 2007

Education
San Diego State University-California State University   1986 — 1991
Bachelor of Arts (B.A.), Economics

Mickey Morton, CFP® Mickey Morton, CFP® Burlington, North Carolina Details
Mickey Morton, CFP®'s Wells Fargo Advisors, LLC Experience April 2014 - Present
Job Branch Supervisor, Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2014 - Present
Fidelity Investments  November 2005 - April 2014
Fidelity Investments  May 1998 - November 2005

Skills
Investments, Retirement Income..., Fixed Income Strategies, Tactical Asset..., Insurance, Wealth Preservation..., Stocks, Bonds, Mutual Funds, Annuities, Exchange Traded Funds, Estate Investment..., Series 7, Series 63, Series 65, Series 31, Series 9, Series 10, Certified Financial...

Education
University of Kentucky   1993 — 1997
Bachelor of Science (B.S.), Accounting and Finance

RMIT University   1996 — 1996
Foreign Student Exchange Program

Denise L Reeve Denise L Reeve Greater Philadelphia Area Details
Denise L Reeve's Wells Fargo Advisors, LLC Experience June 2011 - January 2013
Job Independent Sales and Marketing Consultant
Industry Marketing and Advertising
Experience
Independent Consultant  May 2013 - Present
Wells Fargo Advisors, LLC   June 2011 - January 2013
Eli Lilly and Company  November 1997 - November 2010
Wyeth Consumer Healthcare  May 1993 - November 1997
Agouron Pharmaceuticals, Inc.   June 1995 - December 1996
Tasty Baking Company  May 1990 - May 1993

Skills
Pharmaceutical Industry, Leadership, Quality Assurance, Product Development, Strategic Planning, Business Analysis, Sales, Marketing, Selling, Coaching, Project Planning, Project Manufacturing, Account Managment, Event Planning, Consultative Sales, Production Launch, Business Planning, Competitive Analysis, Trade Shows, Strengthening Client..., Presentations, Team Leadership, Management, Portfolio Management, Sales Management, Account Management, Business Development, Product Launch, Cross-functional Team..., Sales Presentations, Selling Skills, Market Analysis, Market Planning, Neurology, Strategy, CRM, Sales Force Development, Training

Education
Rutgers, The State University of New Jersey-Camden   1988 — 1993
Bachelor's of Arts Degree in Chemistry, Biochemistry

Edgewood Regional   1985 — 1988
HS Diploma, College Preparatory / Honors

Patrick Kearney, CRPC® Patrick Kearney, CRPC® La Jolla, California Details
Patrick Kearney, CRPC®'s Wells Fargo Advisors, LLC Experience January 2009 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2009 - Present
Morgan Stanley Smith Barney  January 1992 - January 2009

Skills
Investments, Asset Allocation, Retirement Planning, Insurance, Mutual Funds, Life Insurance, Fixed Income Strategies, Strategic Planning, Investment Planning, Estate Invvestment...

Education
San Diego State University-California State University   1976 — 1979
Bachelor of Applied Science (B.A.Sc.), Business Administration, Management and Operations

JOHN MEINERS JOHN MEINERS Greater St. Louis Area Details
JOHN MEINERS's Wells Fargo Advisors, LLC Experience May 1984 - Present
Job Senior Vice President at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 1984 - Present

Skills
Mutual Funds, Series 63, Series 7, Investment Advisory, Investments, Wealth Management, Financial Analysis, Finance, Banking, Risk Management, Uniform Combined State..., Retirement Planning, Financial Services, Portfolio Management, Asset Management, Securities, FINRA

Education
Saint Louis University

Lisa Roll Lisa Roll Greater New York City Area Details
Lisa Roll's Wells Fargo Advisors, LLC Experience November 1997 - Present
Job First Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 1997 - Present

Skills
Retirement, Financial Advisory, Investments, 401k Rollovers, Retirement Planning, Asset Allocation, Mutual Funds, Securities, Investment Strategies, 401k, Fixed Annuities, Finance, Financial Services, Financial Planning, Portfolio Management

Education
Rutgers University-New Brunswick

Joseph Diorio Joseph Diorio Greater Philadelphia Area Details
Joseph Diorio's Wells Fargo Advisors, LLC Experience 2009 - Present
Job Financial Advisor, Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2009 - Present

Education
Rowan University   1986 — 1989
Bachelor of Science (B.S.), Business Administration and Management, General

John McFadden John McFadden Greater Philadelphia Area Details
John McFadden's Wells Fargo Advisors, LLC Experience May 2012 - Present
Job Senior Vice PresidentInvestments at The McFadden Financial Strategies Group of Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2012 - Present
Morgan Stanley Smith Barney  1984 - May 2012
Merrill Lynch  1982 - 1984
Xerox  1978 - 1982
Rutgers, The State University of New Jersey  1971 - 1978

Skills
Investment Management, Asset Management, Investment Strategies, Retirement Planning, Financial Services, Retirement, Series 7, Strategic Financial..., Finance, Asset Allocation, Basketball, Financial Advisory, Investments, Investment Advisory, 401k, Wealth Management, Estate Planning, Fixed Annuities, Alternative Investments, Equities, Financial Planners, Portfolio Management, Mutual Funds, Customer Service

Education
Rutgers University   1967 — 1971
BA, English Language and Literature/Letters

Cardinal O'Hara High School   1963 — 1967

Robert Tepfer Robert Tepfer Greater Philadelphia Area Details
Robert Tepfer's Wells Fargo Advisors, LLC Experience January 2006 - Present
Job 1st Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2006 - Present
Merrill Lynch  July 1974 - January 2006

Skills
Retirement

Education
Rutgers University-New Brunswick   1967 — 1971
BA, History, Spanish

Bill Lenczynski Bill Lenczynski Knoxville, Tennessee Area Details
Bill Lenczynski's Wells Fargo Advisors, LLC Experience May 2014 - Present
Job Financial Advisor with Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2014 - Present
ChoiceDATA   April 2011 - May 2014
Perfect Polish   October 2008 - December 2010
Countrywide Home Loans  2004 - 2007
MBA Mortgage   October 2001 - September 2004
Aames Home Loan  1995 - 1999

Skills
Financial matters, Personal investments, Customer Service, Retirement Income..., Sales Management, Tax Free Income, 401k Rollovers, Public Speaking, Leadership, Tax free investments, Small Business, Team Building, Sales, Entrepreneurship, Marketing, Strategic Planning, Training, Retirement income, Mutual Funds, 529 Plans

Education
Saint Louis University   1983 — 1987

Mary Beth Aun Mary Beth Aun Greater New York City Area Details
Mary Beth Aun's Wells Fargo Advisors, LLC Experience April 2007 - Present
Job Chartered Retirement Planning Counselor, Associate Vice President,Investments, focus: Retirement Income Planning.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2007 - Present
Delaware Valley School District  September 1999 - June 2007
Better Homes and Gardens Real Estate Wilkins and Associates  January 2004 - March 2007

Skills
Investments, Investment Strategies, Portfolio Management, Retirement Planning, Retirement, 401k, Investment Advisory, Wealth Management, Mutual Funds, Securities, Life & Health Insurance..., General Securities..., IRAs, 401k Rollovers, Equities, Financial Advisory, Life Insurance, Fixed Annuities, Insurance, Asset Management, Small Business, College Savings Plans, Series 7, Series 63, Uniform Combined State..., Series 6, Strategic Financial..., Estate Planning, Asset Allocation, Alternative Investments, Financial Services, Mortgage Lending, Separately Managed..., Fixed Income, Wealth Management..., Financial Planning

Education
Wells Fargo Advisors   2014 — 2014
Retirement Income Planning Program

College of Financial Planning   2007 — 2008
CRPC, Chartered Retirement Planning Counselor

Schlicker Krantz School   2004 — 2004
Realtor, Real Estate

Rutgers University-New Brunswick   1979 — 1983
BA, English, Preschool Education

Bridgewater Raritan HS East   1975 — 1979

Tim Terzaken Tim Terzaken Wilmington, North Carolina Details
Tim Terzaken's Wells Fargo Advisors, LLC Experience 2004 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2004 - Present

Education
Kutztown University

Saddleback College

Rob Rosa Rob Rosa Miami, Florida Details
Rob Rosa's Wells Fargo Advisors, LLC Experience February 2009 - Present
Job Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2009 - Present
Merrill Lynch  June 2001 - February 2009
UBS  January 1989 - June 2001

Skills
401k Rollovers, Asset Allocation, Estate Investment..., Financial Services, Fixed-Income Strategies, Investment Planning, Investment Strategies, Retirement, Retirement Planning, Specific Products..., Wealth-Preservation..., Multigenerational..., Investments, Finance, Mutual Funds, Securities

Education
Saint Leo University   1983 — 1987
Bachelor of Arts, Business Administration

Peter Scheffler Peter Scheffler Minneapolis, Minnesota Details
Peter Scheffler's Wells Fargo Advisors, LLC Experience December 2013 - Present
Job Regional Supervisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   December 2013 - Present
Allianz Life  July 2013 - December 2013
Wells Fargo Advisors, LLC   February 2011 - January 2013
Wells Fargo Advisors, LLC   January 2009 - February 2011
Wells Fargo Advisors, LLC   August 2007 - January 2009
Wells Fargo Advisors, LLC   March 2006 - August 2007
Northwestern Mutual  2005 - 2005

Skills
Series 7, Series 9/10, Series 24, Microsoft Office, Microsoft Excel, Microsoft Word, ThomsonOne, Beta Host, Brokerage, Wealth Management, Trading, Team Leadership, Problem Solving, Process Improvement, Risk Management, Compliance, Series 63, FINRA, Mutual Funds, Securities, Banking, Investments

Education
St. John's University   2001 — 2005
Bachelor of Arts (B.A.), Economics

Lou Ellis, CFP®, ChFC® Lou Ellis, CFP®, ChFC® Roanoke, Virginia Area Details
Lou Ellis, CFP®, ChFC®'s Wells Fargo Advisors, LLC Experience January 2013 - Present
Job First Vice President Investments, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2013 - Present
Morgan Stanley Wealth Management  December 1997 - January 2013

Skills
Investments, Retirement Planning, Insurance, Financial Analysis, Asset Allocation, Mutual Funds, Financial Services, Retirement, Financial Advisory, 401k Rollovers, IRAs, Investment Strategies, 529 Plans, Securities, Risk Management, ETFs, Investmenrt Planning, Estate Investment..., Wealth Preservation..., Asset Management, Portfolio Management, Financial Planning

Education
Roanoke College
Bachelor's Degree, Economics, Cum Laude

Cyrielle Phan Cyrielle Phan Greater San Diego Area Details
Cyrielle Phan's Wells Fargo Advisors, LLC Experience March 2009 - July 2009
Job Legal Assistant at The Law Offices of Thomas W. Rutledge, APC
Industry Investment Management
Experience
The Law Offices of Thomas W. Rutledge, APC   September 2013 - Present
Union Bank  April 2012 - September 2013
Victoria's Secret  June 2009 - March 2012
Xponential Growth Solutions  August 2009 - March 2010
Wells Fargo Advisors, LLC   March 2009 - July 2009

Skills
Human Resources, Employee Training, Recruiting, Project Management, Event Management, Events Coordination, Payroll, Marketing, Microsoft Office, Cash Management, Customer Service, Budgets, Social Media, Microsoft Excel, Sales, Management, Event Planning, Social Media Marketing, Social Networking, PowerPoint

Education
San Diego State University-California State University   2006 — 2010
BS, Business Administration - Marketing

Sean Kelly Sean Kelly Greater St. Louis Area Details
Sean Kelly's Wells Fargo Advisors, LLC Experience January 2012 - July 2013
Job Wells Fargo Vice President, Product Management
Industry Financial Services
Experience
Wells Fargo  August 2013 - Present
Wells Fargo Advisors LLC  January 2012 - July 2013
MasterCard  2006 - 2011
Maritz  2000 - 2005
Maritz  1999 - 2000

Skills
Business Strategy, New Business Development, Product Development, Loyalty Marketing, Business Development, Financial Services, Loyalty Programs, Strategic Planning, Strategic Partnerships, CRM, Customer Experience, Marketing Strategy, Process Improvement, Account Management, Marketing, Cross-functional Team..., Product Management, B2B, Program Management, Start-ups, Vendor Management, Leadership, Forecasting, Team Leadership, Team Building, Strategy, Business Intelligence, Business Process..., Business Planning, Management, Change Management, Sales, Selling, Analytics, Analysis, Finance, Call Centers, Competitive Analysis, Executive Management, Financial Modeling, Credit Cards, Business Analysis, Banking, Relationship Management, Investments, Sales Operations, Risk Management, Segmentation, Portfolio Management, Management Consulting

Education
Webster University

Saint Louis University
BSBA

St. Louis University High School

Robert Worlow Robert Worlow Greater New York City Area Details
Robert Worlow's Wells Fargo Advisors, LLC Experience May 2012 - August 2014
Job Private Client Banker
Industry Banking
Experience
JPMorgan Chase Bank, N.A.   October 2014 - Present
Wells Fargo Advisors, LLC   May 2012 - August 2014
J. De Sena & Associates, a Private Wealth Advisory Practice of Ameriprise Financial   March 2009 - December 2011

Education
Rider University   2004 — 2008
Bachelor of Science (B.S.), Finance, General

Chris Paglia, CFP® Chris Paglia, CFP® Greater New York City Area Details
Chris Paglia, CFP®'s Wells Fargo Advisors, LLC Experience October 2010 - Present
Job Financial Advisor / Senior Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2010 - Present
Morgan Stanley Smith Barney  February 1994 - October 2010
G.X. Clarke & CO   September 1993 - January 1994
Frontier League Professional Baseball   April 1993 - September 1993
Lincoln Investment Planning  September 1992 - March 1993

Skills
Investments, Management, Finance, Budgets, Mutual Funds, Customer Service, Team Building, Strategic Planning, Financial Analysis

Education
Saint Bonaventure University   1988 — 1992
BBA, Finance

Jim Zeutzius Jim Zeutzius Greater Los Angeles Area Details
Jim Zeutzius's Wells Fargo Advisors, LLC Experience June 2007 - Present
Job Managing DirectorInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 2007 - Present
Smith Barney  March 1988 - June 2007
Dean Witter Reynolds  March 1985 - March 1988

Skills
Financial Advisory, Retirement Planning, Estate Investment..., Investment Planning, 401k Rollovers, Insurance, Investments, Retirement Savings

Education
San Diego State University-California State University   1982 — 1984
Bachelor's Degree, Business Management

Jeffrey Simon, CFP® Jeffrey Simon, CFP® Greater Chicago Area Details
Jeffrey Simon, CFP®'s Wells Fargo Advisors, LLC Experience October 2012 - Present
Job Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2012 - Present
RBC Wealth Management  July 2006 - October 2012
Smith Barney  May 2001 - July 2006
Alper Services LLC  January 1998 - May 2001
American Express Financial Advisors  August 1994 - January 1998
Baxter Healthcare  August 1989 - August 1994
General Electric  June 1988 - December 1988
Porsche  September 1987 - April 1988
Ernst & Young  September 1984 - September 1986

Education
University of Illinois at Chicago   1986 — 1989
MBA, Finance, International Business

Southern Methodist University   1980 — 1984
BBA, Accounting

Richmond, The American International University in London   1983 — 1983

Susan Geraghty Susan Geraghty United States Details
Susan Geraghty's Wells Fargo Advisors, LLC Experience May 2013 - May 2014
Job Senior Client Specialist at Robert W. Baird & Co.
Industry
Experience
Robert W. Baird & Co.   May 2014 - Present
Wells Fargo Advisors, LLC   May 2013 - May 2014
CIMCO Private Wealth   May 2008 - May 2013

Education
University of Denver
Bachelor of Business Administration (BBA), Hotel and Restaurant Management

Rollins College
Liberal Arts

Bill Bolas Bill Bolas Cleveland/Akron, Ohio Area Details
Bill Bolas's Wells Fargo Advisors, LLC Experience February 2013 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2013 - Present
New England Financial  January 2010 - February 2013
Ameriprise Financial  July 2002 - January 2010
Ameriprise Financial  September 2006 - May 2009

Skills
Investments, Retirement Planning

Education
Saint Bonaventure University   1997 — 2001
BA, Accounting & Finance

Rocky River High School   1993 — 1997

David Plowden David Plowden Reno, Nevada Details
David Plowden's Wells Fargo Advisors, LLC Experience 2009 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2009 - Present
Wachovia Securities, LLC.   July 2005 - 2009
Morgan Stanley  1992 - 2005

Education
San Francisco State University
Bachelor of Arts (B.A.), Communications and Business

Holds FINRA Series 7,31,63,65

John Rohan, CFP® John Rohan, CFP® Walnut Creek, California Details
John Rohan, CFP®'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

Education
Saint Mary's College of California   1977 — 1980

Tyler Herr Tyler Herr Mesa, Arizona Details
Tyler Herr's Wells Fargo Advisors, LLC Experience August 2008 - Present
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2008 - Present
Velocity Sports Performance  June 2007 - August 2008

Skills
Asset Allocation, Investments, Mutual Funds, Retirement Planning, Customer Service, Investment Advisory, Wealth Management

Education
Saint Mary's College of California   1999 — 2004
BS, Sports Management

Brian Wasz Brian Wasz Greater Chicago Area Details
Brian Wasz's Wells Fargo Advisors, LLC Experience June 2013 - Present
Job Administrative Assistant, Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 2013 - Present
Wells Fargo Advisors, LLC   January 2001 - January 2013

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Event Planning, Relationship Management, Marketing, Teaching

Education
Trinity Christian College   2011 — 2013
Bachelor of Education (B.Ed.), Secondary Education

Roosevelt University   2004 — 2007
Bachelor of Science, Business Administration

Western Illinois University

Richard Marcus, CRC Richard Marcus, CRC Greater Los Angeles Area Details
Richard Marcus, CRC's Wells Fargo Advisors, LLC Experience December 1996 - Present
Job Vice President Investment Officer & Fundamental Choice Portfolio Manager
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   December 1996 - Present

Skills
Investments, Financial Advisory, Retirement Planning, Retirement, Financial Analysis, Finance, Financial Services

Education
Roosevelt University

Rich Bonavito Rich Bonavito San Francisco Bay Area Details
Rich Bonavito's Wells Fargo Advisors, LLC Experience April 2009 - Present
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2009 - Present
Wachovia Securities  March 2007 - April 2009
A G Edwards and Sons, Inc.   May 1986 - February 2007

Skills
Investments, Financial Advisory, Insurance, Retirement Planning

Education
San Diego State University-California State University   1980 — 1983
BA, Business

FINRA Series 7 and 63

Brandon Day Brandon Day San Francisco Bay Area Details
Brandon Day's Wells Fargo Advisors, LLC Experience June 2002 - Present
Job Senior Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 2002 - Present
Merrill Lynch  July 1998 - June 2002
Morgan Stanley  January 1996 - July 1998

Skills
Investments, Finance, Insurance, Mutual Funds, Retirement Planning, Retirement, Financial Advisory, Investment Planning

Education
San Diego State University-California State University   1988 — 1991
Bachelor of Arts (B.A.)

Cliff Birtwistle Cliff Birtwistle Greater New York City Area Details
Cliff Birtwistle's Wells Fargo Advisors, LLC Experience January 1990 - Present
Job Senior Vice President Investment Officer
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 1990 - Present

Education
Rutgers University-New Brunswick

Seymour Slatkin Seymour Slatkin Rockville, Maryland Details
Seymour Slatkin's Wells Fargo Advisors, LLC Experience December 2006 - Present
Job Senior Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   December 2006 - Present
A. G. Edwards and Sons   January 2001 - December 2006

Skills
Financial Advisory, Wealth Preservation..., Retirement Planning, Investment Planning, Insurance, Risk Management, Fixed Income Strategies, 401k Rollovers

Education
Rochester Institute of Technology   1980 — 1982
B.S., Photography

Ryan Burgess Ryan Burgess Roseville, California Details
Ryan Burgess's Wells Fargo Advisors, LLC Experience August 2012 - February 2014
Job Financial Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group  August 2015 - Present
South Placer Wealth Management   March 2014 - August 2015
Self Employed  2010 - August 2015
Wells Fargo Advisors, LLC   August 2012 - February 2014

Skills
401 (k), 403 (b), SEP &..., Asset Allocation, Business Continuation..., Buy-Sell Agreements, Charitable Giving, Deferred Compensation..., Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Informal Business..., IRAs (Traditional &..., Long-Term Care Insurance, Mutual Funds, Pension Plans, Retirement Planning, Tax-Deferred Savings, Wellness Programs, Wealth Accumulation

Education
San Francisco State University
Business Administration & Economics

Kris Cobb, CFP®, CDFA™ Kris Cobb, CFP®, CDFA™ Houston, Texas Area Details
Kris Cobb, CFP®, CDFA™'s Wells Fargo Advisors, LLC Experience December 2009 - Present
Job Financial Advisor at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   December 2009 - Present
Wachovia Securities  2004 - 2009
Prudential Securities  1999 - 2004
BeautiControl Cosmetics  January 1987 - January 2000

Skills
Financial Advisory, Wealth Management, Investments, Securities, Traditional IRA, Retirement Planning, Mutual Funds, Wealth Preservation..., Asset Allocation, Sales, Fixed Annuities, Business Analysis, Alternative Investments, Investment Strategies, Simple IRA, ETFs, IRAs

Education
Rice University   2001 — 2003
CERTIFIED FINANCIAL PLANNER™ Professional coursework completed

Texas A&M University   1983 — 1987
BS, Industrial Distribution

La Marque High School   1980 — 1983
High School

Robert Huck Robert Huck Saint Louis, Missouri Details
Robert Huck's Wells Fargo Advisors, LLC Experience September 2012 - Present
Job WFA Solutions Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 2012 - Present
TOP Consulting STL   January 2012 - August 2012
Antrobus Realty   January 2011 - January 2012
AXIUS Financial  March 2010 - January 2011

Skills
Management, Research, Sales, Leadership, Training, Investments, Strategic Planning, Marketing Strategy, Personal Financial..., Portfolio Management, Financial Advisory, Consulting, Series 7, Series 66

Education
University of Missouri-Columbia   2007 — 2010
Bachelor's Degree, Financial Planning and Services

Saint Louis Community College-Forest Park   2006 — 2007
Associate's Degree, Business Administration and Management, General

Kelly Costello Kelly Costello Birmingham, Michigan Details
Kelly Costello's Wells Fargo Advisors, LLC Experience February 2012 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2012 - Present

Skills
Mutual Funds, Retirement, Investments, Asset Allocation, Portfolio Feedback, College Savings Planning, Finance, Securities, Equities, Management, Insurance, Portfolio Management, Retirement Planning, Series 63

Education
Rutgers University
Bachelor of Science (BS), Economics

Daniel Kroll Daniel Kroll Houston, Texas Area Details
Daniel Kroll's Wells Fargo Advisors, LLC Experience July 2010 - Present
Job
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2010 - Present

Skills
Planning for Retirement, Multidimensional..., Education Funding..., Wealth Transfer..., Retirement Planning for...

Education
Rice University   2009 — 2011
Certified Financial Planning classes

University of Houston   1999 — 2004
Certified Financial Planning classes

University of Cincinnati College of Business   1975 — 1982
Bachelor of Science, Finance

Sharon Gleckner Sharon Gleckner Greater Philadelphia Area Details
Sharon Gleckner's Wells Fargo Advisors, LLC Experience 2009 - Present
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2009 - Present
UBS  June 2004 - March 2009

Skills
Investments, Retirement Planning, Asset Allocation, Alternative Investments, Financial Services, IRAs, Insurance, Mutual Funds

Education
Saint Joseph's University   1974 — 1978
BS, Psychology

Zachary Dunn, CRPS® Zachary Dunn, CRPS® Philadelphia, Pennsylvania Details
Zachary Dunn, CRPS®'s Wells Fargo Advisors, LLC Experience May 2013 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2013 - Present
Prudential Financial  March 2012 - May 2013

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Microsoft Office, Financial Analysis, Finance, Leadership, Social Media, Customer Service, Financial Services

Education
Rowan University   2008 — 2012
Bachelor's Degree, Economics

Campbell Hopwood Campbell Hopwood San Diego, California Details
Campbell Hopwood's Wells Fargo Advisors, LLC Experience December 2014 - Present
Job Branch Liaison at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC.   December 2014 - Present
Wells Fargo Advisors, LLC   August 2013 - Present
Wells Fargo Advisors, LLC   February 2013 - August 2013

Skills
Economics, International Marketing, Marketing, Market Research, International Economics, Financial Analysis, Business Planning, Strategic Planning, Training, Finance, PowerPoint, Teamwork, Management, Time Management, Entrepreneurship, Public Speaking, Microsoft Office, Microsoft Excel, Sales, Data Analysis, Leadership, Investments, Customer Service, Budgets

Education
Oxford University   2012 — 2012
Visiting Scholar, Economics

San Diego State University-California State University   2009 — 2012
Bachelor's degree, Economics

Amanda Deutsch Amanda Deutsch Greater Los Angeles Area Details
Amanda Deutsch's Wells Fargo Advisors, LLC Experience March 2011 - Present
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 2011 - Present
Muriel Siebert & Co   July 2009 - December 2010
LPL Financial Brokerage   August 2007 - March 2009

Skills
Investments, Mutual Funds, Securities, Equities, Finance, Insurance, Training, Trading, Sales, Financial Advisory

Education
San Diego State University-California State University   2002 — 2007
Bachelor of Business Administration (BBA), Finance and Financial Management Services

Andrea DeVincenzi Andrea DeVincenzi San Francisco Bay Area Details
Andrea DeVincenzi's Wells Fargo Advisors, LLC Experience February 2002 - Present
Job First Vice President Investment Officer at The Olin Financial Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2002 - Present

Skills
Retirement Planning, Portfolio Management, Mutual Funds, Financial Advisory, Investments, Personal Financial..., Series 63, Retirement, Finance, Asset Allocation, Investment Strategies, Financial Planning, Asset Management, Series 7, Insurance, Tax

Education
University of California, Berkeley   2006 — 2007
CERTIFIED FINANCIAL PLANNER™ Designation, Personal Financial Planning

Saint Mary's College of California   1998 — 2002
Bachelor of Science in Economics and Business Administration, Economics and Business Administration With An Emphasis in Finance

Kyle D. Young Kyle D. Young Short Hills, New Jersey Details
Kyle D. Young's Wells Fargo Advisors, LLC Experience January 2007 - Present
Job Senior Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2007 - Present
Wachovia Securities  January 2005 - December 2006

Skills
Investments, Securities, Retirement Planning, Wealth, Hedge Funds, Finance

Education
Rutgers University   2001 — 2004
BA, Economics

Leilani Narciso Leilani Narciso Greater New York City Area Details
Leilani Narciso's Wells Fargo Advisors, LLC Experience May 2011 - December 2011
Job Hedge Fund Bank Debt Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  June 2014 - Present
Dealogic  July 2012 - June 2014
Dealogic  May 2012 - July 2012
true athelite   January 2012 - May 2012
Wells Fargo Advisors, LLC   May 2011 - December 2011
University of Medicine and Dentistry of New Jersey  January 2011 - May 2011
Pine Grove Cooperative   January 2009 - May 2011

Skills
Financial Analysis, Fundraising, Microsoft Office, Research, Microsoft Excel, Analysis, Technical Writing, PowerPoint, Outlook, Microsoft Word, SPSS, SQL, Economics, Visio, Leadership, Bloomberg, Public Speaking, Social Media, Data Analysis

Education
Rutgers, The State University of New Jersey-New Brunswick   2008 — 2012
B.A., Economics

Sarah Bartnikowski Sarah Bartnikowski Saginaw, Michigan Area Details
Sarah Bartnikowski's Wells Fargo Advisors, LLC Experience February 2014 - Present
Job Vice President Investments, Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2014 - Present
Hilliard Lyons  January 2006 - February 2014
Smith Barney  April 2001 - January 2006

Skills
Public Speaking, Retirement Planning, Customer Service, Investments, Asset Allocation, Financial Planning, Retirement, Strategic Planning, Team Building, Finance

Education
Saginaw Valley State University   1993 — 1996
Bachelors

Deepinder Sekhon Deepinder Sekhon San Francisco Bay Area Details
Deepinder Sekhon's Wells Fargo Advisors, LLC Experience January 2015 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2015 - Present
Wells Fargo Advisors, LLC   January 2013 - December 2014
Wells Fargo Advisors, LLC   2008 - December 2012
Washington Mutual  2001 - 2008
Charles Schwab  1991 - 2001

Education
San Francisco State University
Bachelor of Science, Finance

Brad Parton Brad Parton Mission Viejo, California Details
Brad Parton's Wells Fargo Advisors, LLC Experience January 2008 - Present
Job Managing DirectorInvestments at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2008 - Present

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

Education
San Diego State University-California State University   1979 — 1983
Bachelor of Applied Science (BASc), Finance and Financial Management Services

Michelle Johnston Michelle Johnston Greater St. Louis Area Details
Michelle Johnston's Wells Fargo Advisors, LLC Experience August 2009 - December 2012
Job PCG Regional Business Liaison at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  October 2012 - Present
Wells Fargo Advisors, LLC   August 2009 - December 2012
Wells Fargo Advisors  December 2007 - August 2009
A.G. Edwards & Sons, Inc.   January 2005 - December 2007

Skills
Series 7, Securities, Mutual Funds, Bonds, Series 66, Financial Services, Banking, Investments, Relationship Management, Financial Advisory, Wealth Management, Retirement Planning, Retirement, Equities, Asset Management, FINRA, Wealth Management..., IRAs, Mortgage Lending, Fixed Income, Investment Advisory, Risk Management, Investment Management, Finance

Education
University of Missouri-Columbia   2002 — 2003
Interdisciplinary Studies, Communication Science, English, Communication

Saint Louis University   1999 — 2002
n/a, Communication Science

Lindbergh High School   1996 — 1999

Randy Netto Randy Netto Greater Denver Area Details
Randy Netto's Wells Fargo Advisors, LLC Experience May 2015 - Present
Job Regional Brokerage Manager Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC  May 2015 - Present
J.P. Morgan Securities LLC   January 2011 - April 2015
VIP LImousine   October 2005 - April 2015
JPMorgan Chase  August 2006 - December 2010

Skills
Investments, Management, Financial Analysis, Customer Service, Financial Services, Leadership, Relationship Management, Asset Allocation, Finance, Retirement Planning

Education
San Diego State University-California State University   2003 — 2005
Bachelor of Arts (B.A.), International Business and Spanish with emphasis in Finance

Kerri Moss Kerri Moss Greater St. Louis Area Details
Kerri Moss's Wells Fargo Advisors, LLC Experience January 2010 - February 2012
Job Experienced Financial Services Product Manager
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2010 - February 2012
Wells Fargo Advisors  May 2003 - December 2009

Skills
Series 7, Mutual Funds, Managed Accounts, 529 Plans, Separately Managed..., Morningstar, Product Marketing, Sales Support, Asset Allocation

Education
Saint Louis University   2000 — 2004
B.S., Business Marketing

Matthew P. Dulle, C.S. Matthew P. Dulle, C.S. Greater St. Louis Area Details
Matthew P. Dulle, C.S.'s Wells Fargo Advisors, LLC Experience October 2010 - October 2011
Job Vice President, Import Sales & Selectionat Ionia Atlantic Imports, LLC
Industry Wine and Spirits
Experience
Ionia Atlantic Imports, LLC   October 2011 - Present
American Youth Foundation  August 1998 - Present
Wells Fargo Advisors, LLC   October 2010 - October 2011
Northwestern Mutual  October 2009 - October 2010
Vin Divino  2007 - 2008
Concrete Council   2007 - 2008
Dulle & Co. International   February 2006 - March 2007

Education
Saint Louis University   2001 — 2005
B.A., English

DeSmet Jesuit High School   1997 — 2001

Greg Milburn, CRPC Greg Milburn, CRPC Annapolis, Maryland Details
Greg Milburn, CRPC's Wells Fargo Advisors, LLC Experience May 2007 - Present
Job Financial Advisor w/ Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2007 - Present
GE Capital  2006 - 2007
Community First Bank  2004 - 2006

Skills
Mutual Funds, Investments, Portfolio Management, Mortgage Lending, Analysis, Finance, Financial Advisory, Pensions, Loans, Series 7, Wealth Management, Business Development, 401k, Small Business, Financial Risk, Strategic Financial..., Retirement Planning, Credit, Investment Advisory, Series 63, Investment Strategies, Asset Allocation, Uniform Combined State..., Financial Services, Securities, Wealth, Insurance, Asset Management

Education
Salisbury University - Perdue School of Business   1999 — 2003
Finance, Investments, Financial Planning

Hamilton Krans Hamilton Krans Greater Atlanta Area Details
Hamilton Krans's Wells Fargo Advisors, LLC Experience November 2002 - November 2010
Job Financial Advisor Delivering Personalized Financial Planning and Advice
Industry Financial Services
Experience
SunTrust Investment Services, Inc.   November 2010 - Present
Wells Fargo Advisors, LLC   November 2002 - November 2010
Morgan Stanley  December 1998 - November 2002

Education
Rollins College   1993 — 1997
BA Economics

Dover
St Thomas Aquinas

Frederick Gomez, CFP® Frederick Gomez, CFP® Greater New York City Area Details
Frederick Gomez, CFP®'s Wells Fargo Advisors, LLC Experience March 2008 - August 2012
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  March 2014 - Present
Fidelity Investments  July 2012 - March 2014
Northern Burlington Regional Chamber of Commerce   May 2011 - May 2013
Wells Fargo Advisors, LLC   March 2008 - August 2012
BlackRock  2005 - 2008
Merrill Lynch Investment Managers  2003 - 2005
Lord Abbett  1999 - 2003
US Government  1992 - 1994

Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (BA)

Eric Schott Eric Schott Sacramento, California Area Details
Eric Schott's Wells Fargo Advisors, LLC Experience 2009 - Present
Job Associate Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2009 - Present
Shea Homes  2006 - 2008
John Laing Homes  2003 - 2006
WorldCom  2002 - 2002

Education
San Diego State University-California State University   1998 — 2001
Business, Finance

Holds FINRA Series 7, 66 registrations

Joe Macaulay Joe Macaulay San Francisco Bay Area Details
Joe Macaulay's Wells Fargo Advisors, LLC Experience May 2006 - August 2006
Job CoFounder at ShopperBridge
Industry Wireless
Experience
ShopperBridge   January 2015 - Present
Taptica  December 2014 - May 2015
xAd   September 2014 - November 2014
DataXu  May 2012 - September 2014
Velti  September 2010 - May 2012
Velti  August 2009 - September 2010
Welton Street Investments  September 2008 - December 2008
CORE Realty Holdings, LLC  May 2008 - August 2008
Wells Fargo Advisors, LLC   May 2006 - August 2006

Education
Regis University   2003 — 2007
BS, Business Finance

Heidi Hutchison Heidi Hutchison Greater San Diego Area Details
Heidi Hutchison's Wells Fargo Advisors, LLC Experience September 2010 - Present
Job Vice President Senior Registered Client Associate
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 2010 - Present
National Regulatory Services (formerly ComplianceMAX )   August 2007 - December 2009
ComplianceMAX Financial   January 2007 - August 2007
Wachovia Securities  August 2005 - December 2006
Wachovia Securities  January 2004 - July 2005
Prudential Securities/Wachovia Securities  July 2002 - December 2003
Prudential Securities  July 1999 - January 2001
Prudential Securities  May 1995 - June 1999
Prudential Securities  January 1994 - May 1995
Prudential Securites   January 1992 - December 1993

Education
Rutgers University-New Brunswick   2001 — 2003
BA - Labor Studies/Employment Relations

Grosse Pointe High

William M. Peragine III, AIF® William M. Peragine III, AIF® Greater New York City Area Details
William M. Peragine III, AIF®'s Wells Fargo Advisors, LLC Experience September 2014 - Present
Job Managing Director Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 2014 - Present
Morgan Stanley  February 2006 - September 2014

Skills
Retirement, 401k, Mutual Funds, Retirement Planning, Financial Services, Investments, Asset Allocation, Pensions, Equities, Defined Benefit, Fixed Income

Education
Rider University   1981 — 1985
Bachelor's degree, Finance & Computer Science

Kyle Spencer Kyle Spencer Summit, New Jersey Details
Kyle Spencer's Wells Fargo Advisors, LLC Experience July 2011 - May 2013
Job Vice President / Compliance Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  June 2014 - Present
UBS Financial Services, Inc.   June 2013 - June 2014
Wells Fargo Advisors, LLC   July 2011 - May 2013
Wells Fargo Advisors, LLC   August 2009 - July 2011
Wells Fargo Advisors, LLC   May 2007 - August 2009
Pfizer  October 1997 - October 2004
Choice One Mortgage  1996 - 1997
Johnson & Johnson  1995 - 1997

Education
Rensselaer Polytechnic Institute at Hartford   2002 — 2005
MBA, Concentration Finance

University of Florida   1990 — 1994
Bachelor of Science, Chemistry

Kristin Kendall Kristin Kendall San Francisco Bay Area Details
Kristin Kendall'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  June 2002 - May 2008

Skills
Investments

Education
San Diego State University-California State University   1975 — 1978
Bachelor of Science, Business, Speech Communication, Journalism

Frank Gavidia Frank Gavidia San Francisco Bay Area Details
Frank Gavidia's Wells Fargo Advisors, LLC Experience June 2006 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 2006 - Present
Smith Barney  November 1993 - June 2006
United States Marine Corps  January 1987 - February 1993

Education
San Francisco State University
Bachelor of Arts, Economics

St. Ignatius College Prep

Harry Lam Harry Lam Greater St. Louis Area Details
Harry Lam's Wells Fargo Advisors, LLC Experience November 2009 - March 2014
Job Trading Compliance at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  March 2014 - Present
Wells Fargo Advisors, LLC   November 2009 - March 2014
Wachovia Securities  September 2008 - November 2009

Skills
Series 7, Securities, Mutual Funds, Wealth Management, Investment Advisory, Equities, Asset Allocation, Series 24, Equity Trading, Fixed Income, Retirement Planning, Uniform Combined State...

Education
Saint Louis University   2009 — 2012
MBA, Finance

University of Missouri-Saint Louis   2006 — 2008
Finance Economics, cum laude

University of Missouri-Columbia   1994 — 1998
Chemical Engineering

David V. Thomas, Jr. David V. Thomas, Jr. Dallas/Fort Worth Area Details
David V. Thomas, Jr.'s Wells Fargo Advisors, LLC Experience November 2008 - July 2013
Job Vice President & Senior Wealth Advisor at BOSC, Inc a subsidiary of BOK Financial Corp
Industry Financial Services
Experience
BOK Financial  August 2013 - Present
Wells Fargo Advisors, LLC   November 2008 - July 2013
Merrill Lynch  June 2005 - November 2008
Salomon Smith Barney  2004 - 2005
Bear Stearns  2002 - 2004

Skills
Finance, Insurance, Series 7, Wealth Management, Investments, Mergers & Acquisitions, Mutual Funds, Retirement Planning, Series 63, Asset Allocation, Financial Services, Portfolio Management, Securities

Education
Roanoke College   1998 — 2002
BBA, Finance

Copley High School   1995 — 1998

Gary Wrap Gary Wrap Greater St. Louis Area Details
Gary Wrap's Wells Fargo Advisors, LLC Experience April 2007 - Present
Job IT Manager
Industry Computer Software
Experience
Wells Fargo Advisors, LLC   April 2007 - Present
Wachovia Securities, LLC  2007 - 2009
Evolve24  2005 - 2006
MasterCard International  May 1996 - December 2005
TRIFID   1992 - 1996
Hughes Aircraft Company  1986 - 1990

Skills
Business Analysis, SDLC

Education
Saint Louis University   2002 — 2004
EMIB, International Business

University of Southern California   1986 — 1989
MSEE, Electrical Engineering

University of Missouri-Rolla   1983 — 1985
BSEE, Electrical Engineering

Dave Bakker Dave Bakker Greater Minneapolis-St. Paul Area Details
Dave Bakker's Wells Fargo Advisors, LLC Experience February 2012 - Present
Job Financial Advisor at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2012 - Present
Wells Fargo Bank  August 2004 - February 2012

Education
Saint John's University   1996 — 2000

Andrea Kehl Andrea Kehl Greater Chicago Area Details
Andrea Kehl's Wells Fargo Advisors, LLC Experience January 2012 - October 2012
Job Sr. Administrative Assistant at Takeda Pharmaceuticals
Industry Financial Services
Experience
Randstad  January 2015 - Present
Abbvi   June 2013 - December 2014
Wells Fargo Advisors, LLC   January 2012 - October 2012
TJMaxx  May 2010 - February 2012
Roosevelt University  2011 - 2011
Solo Cup Company  February 2007 - August 2010
Solo Cup Company  February 2007 - August 2010
JPMorgan Chase  June 1995 - February 2006
JP MORGAN CHASE N   January 1995 - January 2006
Ebony & Ivory International/Chapauls Hair Studio   September 1987 - June 1995

Skills
Organizational..., Microsoft Office Suite, Project Facilitation, Microsoft Office, Project Management, Customer Service, Visio, Process Improvement, Banking, Training, Time Management, Budgets, Data Analysis, Process Scheduler, Leadership, Business Analysis, Travel Arrangements, Software Documentation, Human Resources, Accounting, Retail, Outlook

Education
Roosevelt University   2011 — 2012
Current Graduate Student, MA in Training and Development

Roosevelt University   2003 — 2005
Bachelors of Professional Studies, Organizational Communication

Lawrence Beville Lawrence Beville Greater St. Louis Area Details
Lawrence Beville's Wells Fargo Advisors, LLC Experience July 2015 - Present
Job Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2015 - Present
Wells Fargo Advisors, LLC   May 2008 - July 2015
Wells Fargo Advisors, LLC / Wachovia Securities   May 2005 - November 2006

Education
Saint Louis University
BSBA, Finance

David Lojpersberger David Lojpersberger Greater Philadelphia Area Details
David Lojpersberger's Wells Fargo Advisors, LLC Experience May 2009 - Present
Job Managing Director, Branch Manager at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2009 - Present
Prudential Securitites   1998 - 2003
Merrill Lynch  1993 - 1997
Chase  June 1989 - October 1993

Skills
Organizational..., Strategic Communications, Strategic Planning, Cash Management, Portfolio Management, Wealth Management, Leadership, Loans, Investments, Financial Services, Strategic Financial..., Finance, Asset Management, Strategy, Management, Mutual Funds, Alternative Investments, Series 7, Team Building, Securities, Risk Management, Coaching, Mortgage Lending, Financial Planning, Series 63, Team Leadership

Education
Rochester Institute of Technology   1994 — 1997
None Awarded - moved to NYC, MBA

Villanova University   1984 — 1988
BS, Business Administration

Vestal High School   1980 — 1984

Jeffrey Tanaka Jeffrey Tanaka Greater San Diego Area Details
Jeffrey Tanaka's Wells Fargo Advisors, LLC Experience August 2000 - Present
Job Financial Advisor, Vice President Investments at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2000 - Present

Education
San Diego State University-California State University   1983 — 1986

Vista High School   1978 — 1980

Howard (Skip) Depew Howard (Skip) Depew Greater St. Louis Area Details
Howard (Skip) Depew's Wells Fargo Advisors, LLC Experience March 2009 - Present
Job Operational Risk Analysis Consultant at Wells Fargo Advisors, LLC
Industry Information Technology and Services
Experience
Wells Fargo Advisors, LLC   March 2009 - Present
Wachovia Securites, LLC   February 2009 - November 2009
A.G. Edwards   November 1998 - February 2009

Skills
Process Improvement, SDLC, Visio, Business Analysis, Operational Risk..., SharePoint, Disaster Recovery, Vendor Management, Requirements Analysis, Requirements Gathering, PMO, Integration, Software Documentation, Business Requirements, Analysis

Education
Saint Louis University
Bachelors of Science, Computer Science Technology

Robert Hermansen Robert Hermansen Greater New York City Area Details
Robert Hermansen's Wells Fargo Advisors, LLC Experience September 2008 - Present
Job Financial Advisor, First Vice PresidentInvestments at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC  September 2008 - Present
Bergen County  January 2010 - January 2013
Township of Mahwah   2006 - 2010
Smith Barney  April 2001 - August 2008
Morgan Stanley  June 1991 - April 2001

Skills
Management, Finance, Investments, Public Speaking, Budgets, Fundraising, Contract Negotiation, Customer Service, Financial Services, Financial Risk, Estate Investment...

Education
Saint Bonaventure University   1987 — 1990

Sandra Zakhary Sandra Zakhary Greater New York City Area Details
Sandra Zakhary's Wells Fargo Advisors, LLC Experience August 2004 - Present
Job Senior Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2004 - Present

Skills
Series 7

Education
Rutgers University-New Brunswick   1996 — 2001
BA, Economics

John Sload John Sload Washington D.C. Metro Area Details
John Sload's Wells Fargo Advisors, LLC Experience January 2009 - Present
Job Vice President Investments
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2009 - Present
Morgan Stanley  July 1998 - January 2009

Skills
Investments, Marketing, Leadership, Finance, Sales, Portfolio Management, Management, Financial Analysis, Banking, Asset Management

Education
Rochester Institute of Technology   1988 — 1992
BS

Katy M. Carr Katy M. Carr Greater Boston Area Details
Katy M. Carr's Wells Fargo Advisors, LLC Experience January 2001 - May 2013
Job Financial Advisor at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
York Investment Partners, An independent firm   May 2013 - Present
Raymond James Financial Services Inc.  May 2013 - Present
Wells Fargo Advisors, LLC   January 2001 - May 2013
The Trane Company  September 1997 - June 2000

Skills
Investments, Credit, Portfolio Management, Finance, Fixed Annuities, Sales

Education
University of Maine   1994 — 1997
Bachelor of Arts (B.A.), Anthropology

Saint Anselm College   1993 — 1994
Liberal Arts

University of Southern Maine   1993 — 1994
Liberal Arts

Julie Gaykian Hamory Julie Gaykian Hamory Fresno, California Area Details
Julie Gaykian Hamory's Wells Fargo Advisors, LLC Experience February 2013 - Present
Job Associate Vice President Investments Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2013 - Present
Morgan Stanley Smith Barney  1997 - February 2013

Skills
Retirement Planning, Asset Allocation, Retirement, IRAs, 401k Rollovers, Mutual Funds, Series 7, FINRA, Series 63, Investments, Investment Advisory, 401k, Wealth Management, Fixed Annuities, Portfolio Management

Education
San Diego State University-California State University   1988 — 1993
Bachelor of Arts, Speech Communication

Bullard High School, Fresno, CA

John Biedenstein John Biedenstein Greater St. Louis Area Details
John Biedenstein's Wells Fargo Advisors, LLC Experience July 2009 - Present
Job Vice President at Wachovia Securities
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2009 - Present

Education
Saint Louis University   1975 — 1979
BS BA, Accounting

Jeremy Fortner Jeremy Fortner Greater Los Angeles Area Details
Jeremy Fortner's Wells Fargo Advisors, LLC Experience June 2014 - Present
Job Financial Advisor, Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 2014 - Present
J.P. Morgan Chase Bank N.A.   May 2009 - June 2014
T Rowe Price  June 2007 - May 2009
MassMutual  January 2005 - June 2007

Education
Saint Leo University   2003 — 2004
B.A., Business

University of South Florida   2000 — 2003
Business

Jim Drabelle Jim Drabelle Greater St. Louis Area Details
Jim Drabelle's Wells Fargo Advisors, LLC Experience 2010 - Present
Job Senior Project Manager / Senior Business Analyst
Industry Banking
Experience
Wells Fargo Advisors, LLC   2010 - Present
Citigroup Inc  September 2004 - December 2008
Citigroup Inc  September 2001 - July 2004
Maritz  June 1978 - May 2001

Skills
Business Analysis, SDLC, Cross-functional Team..., Strategic Planning

Education
Saint Louis University
M.B.A, Management Science

Joan Hopkinson Joan Hopkinson Greater St. Louis Area Details
Joan Hopkinson's Wells Fargo Advisors, LLC Experience 2008 - Present
Job Vice President, InfoMax Content Coordinator at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2008 - Present
Wachovia Securities Financial Network  2008 - 2009
Wachovia Securities  2008 - 2009

Skills
Business Analysis, Financial Services, Securities

Education
Duke University

Saint Louis University
Management Informational Services

Harsh Mitra Harsh Mitra Greater St. Louis Area Details
Harsh Mitra's Wells Fargo Advisors, LLC Experience March 2009 - Present
Job Internal Business Development Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 2009 - Present
Smith Barney  August 2008 - January 2009
Merrill Lynch  January 2008 - August 2008

Education
Saint Louis University   2007 — 2008
Bachelor of Science in Business Administration

julie zimmerman julie zimmerman Orlando, Florida Area Details
julie zimmerman's Wells Fargo Advisors, LLC Experience January 2009 - June 2012
Job Financial Advisor
Industry Events Services
Experience
Wells Fargo Advisors, LLC   January 2009 - June 2012

Skills
FINRA, Securities Litigation

Education
Rollins College - Crummer Graduate School of Business
MBA

Roger Hurst Roger Hurst Richmond, Virginia Area Details
Roger Hurst's Wells Fargo Advisors, LLC Experience January 2009 - December 2010
Job Sr. Mgr, Technology at Capital One
Industry Information Technology and Services
Experience
Capital One  December 2010 - Present
Wells Fargo Advisors, LLC   January 2009 - December 2010
Wachovia Securities, LLC  March 2000 - February 2010
Harte-Hanks Data Technologies  January 1998 - January 2000
Signet Bank  January 1990 - February 1998

Skills
PMO, Integration, Business Intelligence, Management, Certified Scrum Master..., Agile Methodologies, SDLC, PMP, Business Process..., CRM, Project Management, Strategy, Leadership, Enterprise Software, Portfolio Management, Exceptional People..., Coaching, Financial Services, Mergers, Program Management, Conflict Resolution, Negotiation, Consulting, Vendor Management, Process Improvement

Education
Roanoke College
BA

Anthony Cunder, CFP Anthony Cunder, CFP Greater New York City Area Details
Anthony Cunder, CFP's Wells Fargo Advisors, LLC Experience
Job First Vice President Investments, CFP at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  

Skills
Creative Writing, Publishing, College Savings Plans, Books, Investments, Estate Invesment..., Retirement Planning

Education
Rutgers Graduate Business School   1978 — 1980
MBA, Finance

Rutgers University
Bachelor of Arts (B.A.), Economics

Sam Sacks Sam Sacks Greater New York City Area Details
Sam Sacks's Wells Fargo Advisors, LLC Experience September 1985 - Present
Job Financial Advisor
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 1985 - Present

Education
Rutgers University-New Brunswick   1961 — 1965
BA, English and Psychology

Bryan Skiba-Crafts Bryan Skiba-Crafts Greater St. Louis Area Details
Bryan Skiba-Crafts's Wells Fargo Advisors, LLC Experience March 2009 - Present
Job Financial Analyst at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 2009 - Present

Skills
Financial Modeling, Strategic Financial..., Financial Analysis, Variance Analysis, Corporate Finance, Finance, CPA, Business Strategy, Forecasting, Microsoft Excel, Managerial Finance, Series 7, Series 66, Competitive Intelligence, Pricing Strategy, SQL, Essbase, Financial Planning

Education
Saint Louis University   2002 — 2007
BSBA, Finance, Accounting, Economics

Brian Tycksen Brian Tycksen Greater Salt Lake City Area Details
Brian Tycksen's Wells Fargo Advisors, LLC Experience February 2006 - August 2012
Job Central Review Unit Analyst at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney  August 2012 - Present
Wells Fargo Advisors, LLC   February 2006 - August 2012
E*TRADE Financial/Harrisdirect   January 2004 - January 2006
Fidelity Investments  November 1997 - December 2002

Skills
Series 7, Series 63, FINRA, Investments, Uniform Combined State..., Finance, Mutual Funds, Retirement Planning, Wealth Management, Asset Allocation, Retirement, Securities, Portfolio Management, Investment Advisory, Strategic Financial...

Education
University of Utah   1993 — 2003
Business/Finance

Salt Lake Community College   1988 — 1990
Associates of Science, General Education

Ron Rakoover Ron Rakoover Austin, Texas Area Details
Ron Rakoover's Wells Fargo Advisors, LLC Experience May 2009 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2009 - Present
Smith Barney  August 1993 - May 2009
Abbott, Stringham & Lynch   1992 - 1993
Deloitte & Touche  1990 - 1992
Mark Manufacturing   1980 - 1988

Skills
Finance, Investments, Retirement Planning, Estate Invesment...

Education
The University of Texas at Austin - Red McCombs School of Business   1989 — 1990
MPA, Tax Accounting

Rice University   1976 — 1980
B.A., Managerial Studies and Economics

The Hebrew University   1978 — 1979
One Year Program, General Judaic & Middle Eastern Studies

Paschal High School, Fort Worth, TX   1972 — 1976

Hank Spellmeyer Hank Spellmeyer Greater St. Louis Area Details
Hank Spellmeyer's Wells Fargo Advisors, LLC Experience October 2007 - Present
Job
Industry Financial Services
Experience
Wells Fargo Advisors LLC  October 2007 - Present
A.G. Edwards & Sons, Inc.   August 1987 - October 2007

Skills
Financial Analysis, Financial Modeling, Forecasting, Excel, Budgeting, General Ledger..., General Ledger..., Financial Accounting

Education
Saint Louis University   1983 — 1987
BSBA, Accounting

Mark Gronner Mark Gronner Greater New York City Area Details
Mark Gronner's Wells Fargo Advisors, LLC Experience July 2009 - Present
Job Senior Vice President Investments, Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2009 - Present
Morgan Stanley/Smith Barney/Citigroup   April 2000 - July 2009
McDonald Investments/Key Bank   April 1984 - April 2000

Skills
Retirement Planning, Risk Management, Financial Analysis, Finance, Wealth, Estate Planning, Series 7, Series 63, Wealth Management, Banking

Education
Bernard M. Baruch School of Business, CUNY   1973 — 1975
Master of Business Administration (MBA), Hospital Management

Rutgers, The State University of New Jersey-New Brunswick   1969 — 1973
Bachelor of Arts (BA), Economics

Rutgers University-New Brunswick, B.A. Economics, 1969-1973

James Eller James Eller San Antonio, Texas Area Details
James Eller's Wells Fargo Advisors, LLC Experience October 2000 - Present
Job Senior Vice President Investments, Finacial Advisor Wells Fargo Adviors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2000 - Present
RBC Wealth Management  September 1994 - October 2000

Skills
Alternative Investments, Retirement Planning, Investments, Mutual Funds, Separately Managed..., CMBS, Equities, Securities, Capital Markets, Investment Strategies, Private Equity, Hedge Funds, Retirement, Finance, Estate Planning, Financial Analysis

Education
The University of Texas at Austin   1979 — 1985
BBA, Finance

Boerne High School

Hampton Bays Elementary School

Rutgers University – Camden

Rutgers University – Camden

Vince Ismert, CFA Vince Ismert, CFA Kansas City, Kansas Details
Vince Ismert, CFA's Wells Fargo Advisors, LLC Experience July 2009 - September 2013
Job Sales Manager at Striem
Industry Building Materials
Experience
Striem   January 2015 - Present
Income Research & Management  September 2013 - December 2014
Wells Fargo Advisors, LLC   July 2009 - September 2013
UMB Bank, N.A.   June 2008 - August 2008

Skills
Bloomberg, Microsoft Excel, Outlook, Public Speaking, Investment Strategies, Bonds, Asset Management

Education
Saint Louis University   2005 — 2009
B.S.B.A., Finance, Economics

Nelida Santiago Nelida Santiago Greater New York City Area Details
Nelida Santiago's Wells Fargo Advisors, LLC Experience October 2003 - Present
Job Senior Registered Account Administrator at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2003 - Present

Education
Saint Peter's University   2002 — 2005
BS, Social Sciences

Anthony Messina Anthony Messina Greater New York City Area Details
Anthony Messina's Wells Fargo Advisors, LLC Experience April 2014 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC  April 2014 - Present
GoodHaven Capital Management, LLC   July 2012 - April 2014
Morgan Stanley Smith Barney  July 2011 - July 2012
Ladenburg Thalmann  June 2010 - August 2010
Wells Fargo Advisors, LLC   May 2009 - July 2009
Domino Sugar  June 2008 - August 2008
Southwest Securities  May 2007 - July 2007

Skills
Mutual Funds, Microsoft Excel, Account Reconciliation, PowerPoint, Outlook, Microsoft Word, Trading, Bloomberg, Customer Service, Microsoft Office, Fixed Income

Education
Saint Joseph's University   2007 — 2011
Bachelor of Science in Business Administration, Finance/ Risk Management & Insurance

Saint Joseph's University   2007 — 2011
Bachelor of Science (B.S.), Finance and Risk Management/Insurance

Frank Federico Frank Federico Greater New York City Area Details
Frank Federico's Wells Fargo Advisors, LLC Experience June 2010 - Present
Job at Wells Fargo Advisors, LLC
Industry Investment Management
Experience
Wells Fargo Advisors, LLC   June 2010 - Present
New York Mercantile Exchange  January 1980 - March 2007

Education
Rutgers University-New Brunswick   1975 — 1979
BA, Political Science

Brian Postol Brian Postol Greater St. Louis Area Details
Brian Postol's Wells Fargo Advisors, LLC Experience March 2010 - Present
Job Sector Equity Analyst at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 2010 - Present
Longbow Research  January 2009 - October 2009
Jesup & Lamont  January 2008 - December 2008
A.G. Edwards   September 1989 - October 2007

Skills
Financial Analysis, Portfolio Management, Investments, Series 7, Risk Management, Financial Modeling, Asset Management, Valuation, Equity Research

Education
Saint Louis University   1990 — 1992
Masters of Business Administration, Finance, General

University of Tulsa   1985 — 1989
Bachelor of Business Administration (B.B.A.), Finance, General

Dean Zack Dean Zack Greater San Diego Area Details
Dean Zack's Wells Fargo Advisors, LLC Experience October 2008 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2008 - Present
A.G. Edwards & Sons, Inc.   July 1987 - October 2008

Skills
Investments, Retirement Planning, Insurance, Securities, Marketing Strategy, Mutual Funds, Strategy, Financial Analysis, Business Analysis, Business Development, Retirement, Business Strategy, Fixed Annuities, Estate Investment..., Strategic Investment..., Strategic Investment...

Education
San Diego State University-California State University
Bachelor of Science (B.S.)

Peter Perfetti, MS, CFP® Peter Perfetti, MS, CFP® Greater Philadelphia Area Details
Peter Perfetti, MS, CFP®'s Wells Fargo Advisors, LLC Experience September 2006 - Present
Job Financial Consultant at WELLS FARGO ADVISORS, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 2006 - Present
Morgan Stanley Smith Barney  February 2006 - September 2006

Skills
Financial Advisory, Investments, Retirement Planning, Mutual Funds, Life Insurance, Asset Allocation, Securities, Investment Strategies, Retirement, Alternative Investments, Wealth Management, Brokerage, Equities, Underwriting, Portfolio Management, Financial Modeling, Finance, Investment Advisory, Wealth Management..., Strategic Financial...

Education
Rutgers University-New Brunswick   2001 — 2005
B.A., Economics

Joseph F. Elsman Joseph F. Elsman Rockaway, New Jersey Details
Joseph F. Elsman's Wells Fargo Advisors, LLC Experience 1977 - Present
Job Sr. Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   1977 - Present

Education
Rutgers University
BS, Finance and Accounting

James Spink James Spink Greater San Diego Area Details
James Spink's Wells Fargo Advisors, LLC Experience January 2008 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2008 - Present

Education
San Diego State University-California State University   1976 — 1980
Bachelor of Business Administration (B.B.A.), Finance, General

Brien Buell Brien Buell Broomfield, Colorado Details
Brien Buell's Wells Fargo Advisors, LLC Experience October 2010 - Present
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2010 - Present

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

Education
University of Colorado at Boulder, Regis University   1963 — 1967

Regis University

Ann Titovets Ann Titovets El Paso, Texas Details
Ann Titovets's Wells Fargo Advisors, LLC Experience June 2014 - Present
Job Assistant in Research to Kenley Lawton at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 2014 - Present
Atelier Tammam   January 2014 - May 2014
Sharp Cookie   April 2012 - January 2013

Skills
Microsoft Excel, Photoshop, Social Networking, Microsoft Word, Research, Adobe Creative Suite, Social Media, HTML, Public Speaking, Microsoft Office, PowerPoint, Customer Service, Event Planning

Education
The University of Texas at El Paso   2011 — 2015
BBA Double Major, Finance and Marketing

Richmond, The American International University in London   2014 — 2014
International Business

Thompson Rivers University   2013 — 2013
International Business

Alfred Saccomanno Alfred Saccomanno Marlton, New Jersey Details
Alfred Saccomanno's Wells Fargo Advisors, LLC Experience March 1979 - Present
Job First Vice PresidentInvestment Officer at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 1979 - Present

Skills
Retirement Planning, Investment Planning, 401k Rollovers, Asset Allocation, Investments, Fixed Income Strategies, Wealth Preservation..., Estate Investment..., Mutual Funds, Insurance, Annuities

Education
Rutgers, The State University of New Jersey-Camden

Pennsauken High School

James C. Ritt James C. Ritt Greater St. Louis Area Details
James C. Ritt's Wells Fargo Advisors, LLC Experience August 2013 - Present
Job Trading Service Representative at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2013 - Present
First Clearing Corporation   August 2010 - August 2013

Skills
Mutual Funds, Securities

Education
Saint Louis University   2006 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

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