Wells Fargo Advisors, LLC

Industry: Subsidiary

Description

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

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

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

Wells Fargo Advisors, LLC Employees

Employee
Years
Job
Industry
Amy Randall Amy Randall Greater St. Louis Area Details
Amy Randall's Wells Fargo Advisors, LLC Experience January 2009 - October 2012
Job Operations Business Relationship Manager at First Clearing , Affiliate of Wells Fargo
Industry Financial Services
Experience
First Clearing , Affiliate of Wells Fargo  November 2012 - Present
Wells Fargo Advisors, LLC   January 2009 - October 2012
A.G. Edwards & Sons, Inc.   March 2007 - December 2008
A.G. Edwards & Sons, Inc.   October 1999 - February 2007
A.G. Edwards & Sons, Inc.   August 1996 - October 1999

Skills
Process Improvement, Management, Business Analysis, Leadership, Human Resources, Business Strategy, CRM, Microsoft Excel, Analysis, SharePoint, Financial Reporting, Risk Management, Finance, Financial Planning, Financial Analysis, Banking, Financial Services, Investments

Education
Southern Illinois University, Edwardsville   1998 — 2000
Bachelor of Science (B.S.), Accounting

jose delgadillo jose delgadillo San Francisco Bay Area Details
jose delgadillo's Wells Fargo Advisors, LLC Experience May 2001 - January 2012
Job Sr. Team Manager, Corporate Compliance at Charles Schwab & Co., Inc.
Industry Financial Services
Experience
Charles Schwab & Co., Inc.   January 2012 - Present
Wells Fargo Advisors, LLC   May 2001 - January 2012
ePLANNING Securities, Inc.   March 2000 - May 2001

Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, Training, Banking, Customer Service, Financial Services, Risk Management, Business Analysis, Investments, Mutual Funds, Securities, Vendor Management, Process Improvement, Program Management, Portfolio Management

Education
San Francisco State University
Bachelor of Arts (BA), Economics

Willamette University
Psychology

John DeMoss John DeMoss Phoenix, Arizona Area Details
John DeMoss's Wells Fargo Advisors, LLC Experience July 2006 - Present
Job Financial Advisor, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2006 - Present
Smith Barney  August 1993 - July 2006

Skills
Asset Allocation, Estate Investment..., Investment Strategies, Stock Analysis, Annuities

Education
Texas A&M University   1988 — 1990
Masters, Agricultural Economics

Santa Clara University   1984 — 1988
Bachelors, Economics

Bob Behray Bob Behray San Francisco Bay Area Details
Bob Behray's Wells Fargo Advisors, LLC Experience 2009 - Present
Job Managing Director Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2009 - Present
Wachovia Securities, LLC, a Predecessor Firm of Wells Fargo Advisors, LLC   2004 - 2009
Prudential Securities, Inc, a Predecessor Firm of Wells Fargo Advisors, LLC   1992 - 2004
Kidder, Peabody & Co. Inc.   1985 - 1992
Dean Witter Reynolds, Inc.   1982 - 1985

Skills
Retirement Planning, Investments, Retirement, 401k Rollovers, Estate Investment..., Asset Allocation, Investment Strategies, Fixed Income Strategies, Insurance

Education
The George Washington University   1978 — 1980
MBA, Finance and Investments

Santa Clara University   1974 — 1978
BS, Economics

Susan Wichmann Susan Wichmann San Francisco Bay Area Details
Susan Wichmann's Wells Fargo Advisors, LLC Experience 2011 - Present
Job First Vice President Investment Officer at Wells Fargo Advisors, LLCf
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2011 - Present
Merrill Lynch  2000 - 2011

Skills
Investment planning, Retirement Planning, 401k Rollovers, Multi-generational..., Strategic Planning, Tax Efficient Strategies

Education
Santa Clara University
BA, English

Nesan Lawrence Nesan Lawrence Austin, Texas Details
Nesan Lawrence's Wells Fargo Advisors, LLC Experience May 2007 - August 2010
Job Engagement Manager at Strategy& (Formerly Booz & Company)
Industry Management Consulting
Experience
Strategy&, part of the PwC network (formerly Booz & Company)   April 2015 - Present
Strategy& (Formerly Booz & Company)   April 2014 - Present
Booz & Company  September 2012 - April 2014
McCombs School of Business  August 2010 - May 2012
Booz & Company  June 2011 - August 2011
Wells Fargo Advisors, LLC   May 2007 - August 2010
Wachovia Securities, LLC  May 2004 - May 2007
Blue Cross & Blue Shield of Rhode Island  January 2003 - April 2004

Skills
Statistics, Financial Modeling, Business Analysis, Microsoft Excel, Business Planning, Databases, Research, Software Documentation, Leadership, Management, Team Management, Competitive Analysis, Data Analysis

Education
The University of Texas at Austin - The Red McCombs School of Business   2010 — 2012
MBA, Information Management, Strategy Consulting

University of Louisiana at Lafayette   2000 — 2002
Masters, Computer Science

Shanmugha Arts, Science, Technology and Research Academy   1996 — 2000
Bachelor of Engineering, Computer Science

Campion Higher Secondary School   1984 — 1996

Fred Dittman Fred Dittman Houston, Texas Area Details
Fred Dittman's Wells Fargo Advisors, LLC Experience August 2010 - Present
Job Associate Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2010 - Present
Virtuevian Ventures Corporation consortium   January 2009 - November 2010
Taub Emergency Room   January 2009 - November 2010
Venture 2000, LLC   January 2005 - November 2010
Professional Access Corporate Organization, Inc. (PACO Inc.)   August 2002 - November 2010
Professional Access, INC   January 2001 - November 2010
Texas Brothers Pty. Ltd   January 2001 - January 2005
Creek County Courthouse   January 2000 - May 2000

Skills
Financial Analysis, Insurance, Investment Strategies, Strategic Planning, Retirement Planning, Fixed Income, Customer Service, Risk Management, Credit, Business Development, Marketing Strategy, Team Building, Financial Modeling, Venture Capital, Fixed Annuities, Finance, Management, Marketing, Long-term Care, Derivatives, Account Management, Asset Allocation, Trading, Accounting, Business Analysis, Project Management, International Business, Securities

Education
Southern Methodist University
Bachelor of Arts, Advertising and Marketing

University College Dublin
International Environmental Law

University of St. Thomas (TX)

University of Tulsa College of Law
Juris Doctorate, Energy and Environmental Law Focus

Michelle Kaiser, CFP® Michelle Kaiser, CFP® Palo Alto, California Details
Michelle Kaiser, CFP®'s Wells Fargo Advisors, LLC Experience January 2011 - Present
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2011 - Present
PwC  September 2009 - April 2010
PwC  June 2008 - August 2008

Skills
Finance, Insurance, Microsoft Office, Investments

Education
Santa Clara University   2005 — 2009
Bachelor of Science, Accounting

Frank Subasic Frank Subasic Allentown, Pennsylvania Area Details
Frank Subasic's Wells Fargo Advisors, LLC Experience 2010 - Present
Job Regional Brokerage Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2010 - Present
Morgan Stanley Smith Barney  December 2009 - July 2010
Morgan Stanley  2007 - 2009
Morgan Stanley  2006 - 2007
Morgan Stanley  2002 - 2006
Morgan Stanley  2000 - 2002

Education
St. Francis University   1981 — 1985
BS, Business Management

Dustin Elo, CFP® Dustin Elo, CFP® Plano, Texas Details
Dustin Elo, CFP®'s Wells Fargo Advisors, LLC Experience July 2008 - Present
Job Financial Advisor, Assistant Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2008 - Present

Skills
Retirement Planning

Education
Southern Methodist University   2009 — 2011

Rawls College of Business at Texas Tech University   2001 — 2005
Bachelor of Business Administration (BBA), Marketing

Bart Timmerman Bart Timmerman Dubuque, Iowa Details
Bart Timmerman's Wells Fargo Advisors, LLC Experience October 1997 - Present
Job Associate Vice President Investment Officer at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 1997 - Present
Eagle Point Software  1994 - 1997
St. Ambrose University  1991 - 1994

Skills
Investments, 401k Rollovers, Retirement Planning, IRAs, Trust and estate..., Mutual Funds

Education
St. Ambrose University   1987 — 1993
Master of Business Administration (MBA), Business Administration and Management, General

Wahlert Catholic High School

Adrian Freund Stillman, CFP® Adrian Freund Stillman, CFP® Greater St. Louis Area Details
Adrian Freund Stillman, CFP®'s Wells Fargo Advisors, LLC Experience May 1999 - October 2013
Job Director at Lakeview Capital Partners, LLC
Industry Financial Services
Experience
Lakeview Capital Partners, LLC   November 2013 - Present
Wells Fargo Advisors, LLC   May 1999 - October 2013

Skills
Personal Development, Connectivity, Bicycle, Skateboarding, Weightlifting, Includer, Adaptability, Empathy

Education
Creighton Unversity   2012 — 2015
Master's Degree, Finance and Financial Management Services, 3.5 GPA

Southern Illinois University, Edwardsville   1994 — 1999
Bachelor of Science (B.S.), Business Economics

Kimberlie Bowden Kimberlie Bowden Greater Pittsburgh Area Details
Kimberlie Bowden's Wells Fargo Advisors, LLC Experience September 2008 - Present
Job Financial Advisor at King Wagle Smith Financial Consulting Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 2008 - Present
Capitas Financial  January 2004 - September 2008

Skills
Life Insurance, Insurance, Securities, Retirement Planning, Financial Advisory, Wealth Management

Education
Slippery Rock University of Pennsylvania   1999 — 2003
BS, Finance, Finance

Kendall Turnage Kendall Turnage United States Details
Kendall Turnage'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.   February 1990 - October 2008
J.C. Bradford   1988 - 1990
Howard Weil  1986 - 1988

Skills
Retirement Planning, Investment Management, IRAs, 401k, Equities, Fixed Income, Small Business, Retirement, Investment Advisory, Mutual Funds, College Education...

Education
University of Southern Mississippi   1983 — 1985
Bachelor of Science, Banking and Finance

Southwest Mississippi Community College   1981 — 1983
Associate's degree, General Studies

Daniel Lampe Daniel Lampe Naples, Florida Details
Daniel Lampe's Wells Fargo Advisors, LLC Experience October 2011 - Present
Job Senior Vice President Branch Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2011 - Present
Phoenix Investments   July 2005 - June 2008
Prudential Financial  January 2000 - July 2005

Skills
Retirement Planning, Securities, Mutual Funds, Investments, Retirement, Asset Allocation, Fixed Annuities, Investment Strategies

Education
Southern Illinois University, Carbondale   1989 — 2002
Speech Communications

Jennafer Harvey Jennafer Harvey Jacksonville, Florida Details
Jennafer Harvey's Wells Fargo Advisors, LLC Experience January 2013 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2013 - Present
Wells Fargo Advisors, LLC   January 2007 - January 2013
Wells Fargo Advisors, LLC   June 2010 - August 2011

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

Education
Southern Illinois University, Edwardsville   1999 — 2004
Bachelor of Arts (B.A.), Spanish Language and Literature

Morgan Pace Morgan Pace Fort Worth, Texas Details
Morgan Pace's Wells Fargo Advisors, LLC Experience November 2012 - August 2013
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade  September 2013 - Present
Wells Fargo Advisors, LLC   November 2012 - August 2013
First American Title  2011 - 2012
Frost Mortgage Lending Group  October 2008 - October 2011

Skills
Investments, Leadership, Retirement Planning, Mutual Funds, Financial Analysis, Wealth Management, Finance, Analysis, Insurance, Loans, Management, Strategic Financial..., Interviews, Credit, New Business Development, Executive Management, Recruiting, Due Diligence, Series 63, Sales Management, Accounting, Financial Reporting, Asset Management, Customer Service, Time Management, Real Estate, Strategic Planning, Risk Management, Microsoft Excel, Business Development, Tax, Training, Series 7, Employee Benefits, Business Planning, Forecasting, Business Analysis, Mergers & Acquisitions, Budgets, Small Business, Banking, Business Strategy, P&L, Mortgage Lending, Sales, Marketing, Team Building, Investment Strategies, Negotiation, Commercial Lending

Education
St. Edward's University   1999 — 2004
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management

Northwest High School   1995 — 1999

Elena Kostova Elena Kostova Jenkintown, Pennsylvania Details
Elena Kostova's Wells Fargo Advisors, LLC Experience February 2014 - Present
Job Registered Client Associate at WELLS FARGO ADVISORS, LLC
Industry Financial Services
Experience
WELLS FARGO ADVISORS, LLC   February 2014 - Present
ING Pension Insurance Bulgaria   March 2010 - August 2013
Raiffeisen Bank  June 2007 - February 2010
Postbank, Eurobank EFG Group  February 2006 - May 2007

Education
Sofia University St. Kliment Ohridski   2002 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General

Jerry Klinger Jerry Klinger Brownsville, Texas Area Details
Jerry Klinger's Wells Fargo Advisors, LLC Experience March 2005 - Present
Job Financial Advisor at WELLS FARGO ADVISORS, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 2005 - Present
Valley International Country Club   November 1983 - March 2005

Education
Siena Heights University   1977 — 1982
BA, History, Minor in Spanish

Amber Almeter Amber Almeter Greater St. Louis Area Details
Amber Almeter's Wells Fargo Advisors, LLC Experience April 2011 - Present
Job Client Associate at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC  April 2011 - Present
Gori Julian & Associates, P.C.   December 2010 - May 2011
Acropolis Technology Group  June 2009 - October 2010
Data Jacks, Inc   August 2008 - December 2008

Skills
SharePoint, Networking, Visio, Software Documentation, Computer Hardware, Windows, Operating Systems, HTML, Access, Windows XP, Databases, Visual Basic, Microsoft Excel, Dreamweaver, Technical Writing

Education
Southern Illinois University, Carbondale   2006 — 2009
Bachelor of Science, Information System Technologies

John A. Logan Community College   2005 — 2006

Lewis and Clark Community College   2004 — 2005

Scott Hammer Scott Hammer Dallas, Texas Details
Scott Hammer's Wells Fargo Advisors, LLC Experience May 2012 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2012 - Present
Allstate Financial Services, LLC  May 2007 - May 2012
Smith Barney  November 2004 - May 2007
UBS  February 2001 - November 2004
Donaldson, Lufkin & Jenrette   August 1998 - February 2001
Fidelity Investments  December 1994 - September 1997
Bear Stearns  August 1993 - September 1994

Skills
Investments, Asset Allocation, Financial Analysis, Finance, Private Equity

Education
Southern Methodist University - Cox School of Business   1996 — 1998
Master of Business Administration (M.B.A.), Finance & Accounting

The University of Texas at Austin   1988 — 1992
Bachelor's Degree, Economics

Derek Jett Derek Jett Dallas/Fort Worth Area Details
Derek Jett's Wells Fargo Advisors, LLC Experience November 2009 - Present
Job First Vice President Complex Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  September 2014 - Present
Wells Fargo Advisors, LLC   November 2009 - Present
UBS  January 2001 - November 2009
PDI  2003 - 2008
Merrill Lynch  May 1998 - January 2001
Budget Cardio & Strength   January 1992 - January 2001

Skills
Investments, Asset Allocation, Finance, Financial Advisory, Retirement Planning, Customer Service, Mutual Funds, 401k, Uniform Combined State..., Alternative Investments, Securities, Wealth, Retirement, ETFs, Investing, Strategic Investment...

Education
Southern Methodist University   1984 — 1988
Business

Southern Methodist University - Cox School of Business   1984 — 1988
BBA

Coppell High School   1980 — 1984

Ellen Riebeling Ellen Riebeling Greater St. Louis Area Details
Ellen Riebeling's Wells Fargo Advisors, LLC Experience January 2009 - Present
Job Application Systems Engineer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2009 - Present
Wachovia Securities, LLC  October 2007 - December 2008
A.G. Edwards & Sons, Inc.   May 1999 - October 2007

Skills
Software Documentation, T-SQL, C#

Education
Southern Illinois University, Edwardsville
BS, Management Information Systems

Lauren (Dellinger) LaPoint, CFP® Lauren (Dellinger) LaPoint, CFP® Greater New Orleans Area Details
Lauren (Dellinger) LaPoint, CFP®'s Wells Fargo Advisors, LLC Experience January 2008 - Present
Job Vice President Investments and Chartered Retirement Planning Counselor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2008 - Present
Beau Chene Country Club  2005 - 2007
Lakewood Golf Club   2003 - 2005

Skills
Retirement Planning, Investment Planning, Business-Owner Planning, Estate Investment..., Financial Advisory, Tax-Efficient Strategies, Investments, 401k, Fixed Annuities, Securities, Mutual Funds, Insurance, 401(k) Rollovers, Equities, Team Building, Strategic Planning, Customer Service, Management, Sales

Education
Rhodes College   2000 — 2002
Bachelor of Arts (B.A.), Business Administration

Sewanee-The University of the South   1998 — 1999

St. Martin's Episcopal   1983 — 1998

Thomas Farmer, CFP®,C(k)P® Thomas Farmer, CFP®,C(k)P® Charlotte, North Carolina Area Details
Thomas Farmer, CFP®,C(k)P®'s Wells Fargo Advisors, LLC Experience January 2009 - Present
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2009 - Present
Wachovia Securities  2007 - 2009

Skills
Investments, Retirement, Mutual Funds, Insurance, Retirement Plan..., Investment Strategies, Retirement Planning, Asset Allocation, Financial Advisory, Concentrated Stock..., 401(k) Rollovers, Estate Investment...

Education
UCLA Anderson School of Management   2013 — 2014
TRAU® - The Retirement Advisor University, C(k)P®

Sewanee-The University of the South   2002 — 2006
BA, English & Economics

University of Virginia- The McIntire Business Institute
Finance, Management, Marketing, Accounting

Holy Innocents' Episcopal School

Charles Bruce Woodward Charles Bruce Woodward San Francisco Bay Area Details
Charles Bruce Woodward's Wells Fargo Advisors, LLC Experience January 2009 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2009 - Present
UBS Wealth Management  August 1994 - December 2008

Education
San Jose State University
BA, Advertising

Tom Lenze Tom Lenze Ketchum, Idaho Details
Tom Lenze's Wells Fargo Advisors, LLC Experience September 2012 - Present
Job Senior Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 2012 - Present
Morgan Stanley Smith Barney  1990 - 2012
Oppenheimer & Co.   1982 - 1989

Skills
Investments, Equities, Securities, Alternative Investments, Asset Allocation, Investment Strategies, Mutual Funds, Fixed Income, Hedge Funds, Retirement Planning, Investment Banking, Capital Markets, Retirement, Financial Modeling, Financial Services, Risk Management, Separately Managed..., ETFs, Corporate Finance, Venture Capital, 401k, Private Equity, IRAs, Due Diligence, Financial Analysis, Insurance, Investment Advisory

Education
Seattle University   1967 — 1971
BABA, Marketing

Timothy Pidgeon Timothy Pidgeon San Francisco Bay Area Details
Timothy Pidgeon's Wells Fargo Advisors, LLC Experience January 1981 - Present
Job Managing Director Investments The Pidgeon Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 1981 - Present
Wachovia Securities ( a predecessor firm of Wells Fargo Advisors, LLC)   January 1997 - December 2005

Skills
Investments, Alternative Investments, Asset Allocation, Mutual Funds, Equities, Securities, Investment Strategies, Fixed Income, Capital Markets, Finance, Valuation, Retirement Planning

Education
San Francisco State University, College of Business   1977 — 1981
BA 1979 , MBA 1981, Business

St. Ignatius College Prep   1970 — 1974

Abbas Khoshnevissan Abbas Khoshnevissan San Francisco Bay Area Details
Abbas Khoshnevissan's Wells Fargo Advisors, LLC Experience January 2008 - Present
Job Managing Director Investments at Wells Fargo Advisors, LLC, Premier Advisor, Chairman's Council
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2008 - Present
UBS Wealth Management  May 2001 - January 2008
Bear Stearns  April 1991 - May 2001
Donaldson, Lufkin & Jenrette   April 1989 - April 1991
Shearson Lehman  1987 - 1989

Education
San Jose State University
Masters, Economics

Lynn Alpert Lynn Alpert Greater St. Louis Area Details
Lynn Alpert's Wells Fargo Advisors, LLC Experience July 2008 - December 2009
Job Children's Book Author / Illustrator | Graphic Designer
Industry Graphic Design
Experience
Lynn Alpert Studios   March 2010 - Present
Fiery Red Creative   March 2010 - Present
Wells Fargo Advisors, LLC   July 2008 - December 2009
Wachovia Securities, LLC  January 2007 - June 2008
A.G. Edwards & Sons, Inc.   August 2000 - December 2006
Lynn Alpert Design   1997 - 2000

Skills
Graphic Design, Corporate Identity, Digital Illustration, Illustration, Illustrator, Adobe Creative Suite, Graphics, Books, Logo Design, Art Direction, Photoshop, Picture Books, Character Design, Posters, Brochures, InDesign, Advertising, Layout, Brand Development, Newsletters, QuarkXPress, Magazines, Typography, Marketing Communications, Creative Development, Corporate Communications, Creative Direction, Production, Dreamweaver, Web Design, Wordpress, Mac, Catalogs, Business Cards, Book Covers, Blogging, Concept Design, Branding & Identity, Book Design, Vector Illustration

Education
St. Louis Community College
Associate, Commercial Art/Ad Design

Donna Kline, MBA, CDFA™ Donna Kline, MBA, CDFA™ Greater Pittsburgh Area Details
Donna Kline, MBA, CDFA™'s Wells Fargo Advisors, LLC Experience December 2013 - September 2015
Job Financial Advisor at HBKS® Wealth Advisors
Industry Financial Services
Experience
HBKS® Wealth Advisors  September 2015 - Present
Wells Fargo Advisors, LLC   December 2013 - September 2015
DLK Industries   April 2010 - November 2013
DLK Industries   March 2009 - November 2013
DLK Industries   January 2003 - November 2013
Bloomberg News  November 1999 - January 2003
Fox Investments   November 1995 - October 1999
First American Discount Corporation   November 1992 - November 1996

Skills
Trading, Commodity, Options, Financial Markets, Economics, Investments, Public Speaking, Technical Analysis, Entrepreneurship, Television, Electronic Trading, Fixed Income, Trading Strategies, Equities, Mutual Funds, Alternative Investments, Derivatives, Financial Services, Bonds, Capital Markets, Sales, Technical Seminars, Technical Writing, Energy, Customer Service, Marketing, Investment Strategies, Media Relations, Customer Relations, Self-starter

Education
Santa Clara University - Leavey School of Business   1990 — 1992
MBA, Agricultural Business

University of California, Davis   1985 — 1990
B.S., Genetics

David Halperin David Halperin San Francisco Bay Area Details
David Halperin's Wells Fargo Advisors, LLC Experience February 2009 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2009 - Present
Morgan Stanley Smith Barney  2000 - 2009
A.G. Edwards & Sons, Inc., a predecessor firm of Wells Fargo Advisors, LLC   1995 - 2000

Skills
Investments, Finance, Financial Services, Insurance, Private Equity, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Customer Service, Asset Allocation, Due Diligence, Corporate Finance, Managerial Finance, 401k Rollovers, estate investment..., Investment Planning, Investment Strategies, Multigenerational..., Relationship Planning, Retirement Savings, Risk Management, Securities, Stock Analysis, Tax Efficient Planning, Wealth Preservation..., Strategic Planning

Education
San Francisco State University, College of Business
Business

Sam Timilsina Sam Timilsina South San Francisco, California Details
Sam Timilsina's Wells Fargo Advisors, LLC Experience February 2015 - Present
Job Financial Advisor at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC  February 2015 - Present
JP Morgan Securities LLC.  October 2013 - February 2015
Merrill Lynch  September 2011 - September 2013
JPMorgan Chase  September 2010 - September 2011
Wells Fargo Advisors  September 2009 - September 2011

Education
San Jose State University   2005 — 2008
Bachelor's degree, Finance

Charles Lymangood Charles Lymangood Greater Minneapolis-St. Paul Area Details
Charles Lymangood's Wells Fargo Advisors, LLC Experience May 2013 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2013 - Present
Morgan Stanley Smith Barney  February 1983 - April 2013

Education
Northwestern Lutheran Theological Seminary   1978 — 1982
Master of Arts (MA)

Southern Illinois University, Carbondale   1973 — 1977
Bachelor of Arts (BA), Psychology and Religious Studies

Ray Iozzo Ray Iozzo Greater Chicago Area Details
Ray Iozzo's Wells Fargo Advisors, LLC Experience July 2003 - Present
Job Associate Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2003 - Present

Skills
Investments, Asset Allocation, Financial Analysis, Mutual Funds, Investment Strategies, Retirement Planning, Strategy, Management, Financial Advisory, Strategic Planning, Retirement-plan...

Education
Southern Illinois University, Carbondale   1980 — 1985

Jacquelyn Pleimann Jacquelyn Pleimann Waterloo, Illinois Details
Jacquelyn Pleimann's Wells Fargo Advisors, LLC Experience April 2015 - Present
Job Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2015 - Present
Roma Pizza Works   March 2014 - April 2015
Ahrens Contracting, Inc.   June 2011 - March 2014

Skills
Microsoft Office, Customer Service, Microsoft Excel, Strategic Planning, Microsoft Word, PowerPoint, Outlook, Event Planning, Team Building, Administrative..., Sales, Office Management, Customer Satisfaction, Social Networking, Inventory Management, Office Administration, Teamwork, Telephone Skills, Invoicing, Marketing, Administrative..., Payroll

Education
Southeast Missouri State University   2006 — 2012

Jamie Monsler Jamie Monsler Santa Barbara, California Details
Jamie Monsler's Wells Fargo Advisors, LLC Experience August 2013 - Present
Job Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2013 - Present
Wells Fargo Advisors, LLC   June 2012 - Present
Ameriprise Financial Services, Inc.   November 2011 - May 2012
Applebee's  April 2010 - May 2012

Skills
Microsoft Excel, PowerPoint, Microsoft Office, Access, Photoshop, Google Docs, Software Engineering, Microsoft Office Xp, Microsoft Word, Outlook, Time Management, Teamwork

Education
Sonoma State University   2008 — 2012

Michelle Dekkers, CPA Michelle Dekkers, CPA Dallas, Texas Details
Michelle Dekkers, CPA's Wells Fargo Advisors, LLC Experience May 2008 - September 2011
Job Audit Senior at EY
Industry Accounting
Experience
EY  October 2014 - Present
Ernst & Young  September 2012 - Present
Wells Fargo Advisors, LLC   May 2008 - September 2011
Program Council at Southern Methodist University   May 2010 - May 2011
Ernst & Young  January 2011 - March 2011
Southern Methodist University  May 2008 - May 2010

Skills
Accounting, Auditing, Budgets, Customer Service, Spanish, Workshop Facilitation, Web Site Production, Java, Financial Analysis, Microsoft Excel, Financial Reporting, Financial Accounting, Financial Modeling, Financial Statements

Education
Southern Methodist University - Cox School of Business   2011 — 2012
Master of Science (M.S.), Accounting

Southern Methodist University - Cox School of Business   2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting

Brent Sutter, CIMA CFP Brent Sutter, CIMA CFP Greater St. Louis Area Details
Brent Sutter, CIMA CFP's Wells Fargo Advisors, LLC Experience September 1996 - July 2010
Job Managing Director/ Branch Manager at Clayton Investment Associates
Industry Financial Services
Experience
Clayton Investment Associates   July 2010 - Present
Wells Fargo Advisors, LLC   September 1996 - July 2010
Ag Edwards  1998 - 2009

Skills
Retirement Planning, Mutual Funds, Investment Advisory, Series 7, Series 63, Estate Planning, Portfolio Management, FINRA, Retirement, Uniform Combined State..., Series 24, Fixed Annuities, Alternative Investments, Financial Advisory, Asset Management, Securities, Asset Allocation, Certified Financial..., Bonds, Investment Strategies, ETFs, Wealth Management, Investments, Asset Managment, Series 31 Managed..., Personal Finance

Education
Southern Methodist University   1990 — 1994
BA/BA, Economics/Advertising

University of Pennsylvania - The Wharton School
CIMA

Jason Tholander Jason Tholander Boston, Massachusetts Details
Jason Tholander's Wells Fargo Advisors, LLC Experience June 2007 - August 2011
Job Financial Advisor Vice President, APMA ® , AAMS ® at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2011 - Present
Wells Fargo Advisors, LLC   June 2007 - August 2011
Morgan Stanley Smith Barney  April 2004 - June 2007
A.G. Edwards   August 2001 - April 2004

Education
Springfield College   1993 — 1998
Bachelor of Science (BS)

Billerica Memorial High School
High School Diploma

Jeff McKay, CFP® Jeff McKay, CFP® Greater St. Louis Area Details
Jeff McKay, CFP®'s Wells Fargo Advisors, LLC Experience February 2011 - April 2013
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones  April 2013 - Present
Wells Fargo Advisors, LLC   February 2011 - April 2013
Butler Associates Financial Planners Inc   August 2008 - October 2010
THE MARKETING ALLIANCE, INC   May 2006 - July 2008
MetLife  February 2004 - December 2005
Southwest Bank of St. Louis  October 2001 - December 2003
JEFFERY MCKAY AND ASSOCIATES   January 1993 - January 2001
FN INVESTMENT CENTER/FIRST NATIONWIDE BANK   January 1987 - January 1993

Education
Lutheran South

St. Louis Community College
Associate, Business Administration

The American College
CFP

University of Missouri-Saint Louis
Business Administration/Finance

Pamela Nichols Pamela Nichols Macon, Georgia Area Details
Pamela Nichols's Wells Fargo Advisors, LLC Experience February 2015 - Present
Job
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2015 - Present
Wells Fargo Advisors, LLC   January 2011 - January 2015
Wells Fargo Advisors, LLC   January 2010 - December 2010
Wells Fargo Advisors, LLC   July 2009 - December 2009
Wells Fargo Advisors, LLC   July 2007 - July 2009
UBS Financial Services  April 2000 - July 2007
Smith Barney  November 1993 - April 2000

Skills
Wealth Management, Investments, Mutual Funds, Securities, Retirement Planning, Strategic Planning, Financial Services, Asset Allocation

Education
Simmons College   1989 — 1993
BA, Management, Marketing

Duxbury High School

Danilo Luna Danilo Luna Greater St. Louis Area Details
Danilo Luna's Wells Fargo Advisors, LLC Experience September 2010 - Present
Job Brokerage Financial Controls Accountant at Wells Fargo Advisors, LLC
Industry Information Technology and Services
Experience
Wells Fargo Advisors, LLC   September 2010 - Present
Deloitte  September 2009 - December 2010
Deloitte  September 2006 - August 2009

Education
Southern Illinois University, Carbondale   1999 — 2004

Yvette Scanlon Yvette Scanlon Glens Falls, New York Area Details
Yvette Scanlon's Wells Fargo Advisors, LLC Experience March 2012 - June 2013
Job President at Scanlon Financial Services
Industry Financial Services
Experience
Scanlon Financial Services, LLC   June 2013 - Present
Wells Fargo Advisors, LLC   March 2012 - June 2013
HSBC Securities  November 2000 - March 2012
HSBC Bank  November 1986 - November 2000

Skills
Financial Advisory, Wealth Management, Customer Service, Credit, Finance, Insurance, Wealth, Financial Services, Series 6, Investment Advisory, Fixed Annuities, Estate Planning, Wealth Management..., Marketing, Team Building, Investments

Education
Siena College

Mechanicville High School   1982 — 1986

Suzanne Gardner Suzanne Gardner Greater Atlanta Area Details
Suzanne Gardner's Wells Fargo Advisors, LLC Experience November 2014 - Present
Job Regional Support Center Manager, Vice President at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 2014 - Present
Wells Fargo Advisors, LLC   November 2012 - November 2014
Morgan Stanley Smith Barney  January 2010 - October 2012
Smith Barney  December 2004 - January 2010
Smith Barney  February 2003 - December 2004

Skills
Series 9/10, Series 7, Series 63, Series 65, Series 3, Wealth Management, Retirement Planning, Asset Allocation, Mutual Funds, Portfolio Management, Alternative Investments, Investment Advisory, Securities, Investments, Equities

Education
Southern Methodist University   1991 — 1995
Bachelor of Arts (BA), Psychology

Marc Infante Marc Infante Fort Lauderdale, Florida Details
Marc Infante's Wells Fargo Advisors, LLC Experience January 2014 - Present
Job Financial Advisor, Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2014 - Present
HSBC Securities  August 2001 - December 2013

Skills
Risk Management, Securities, Financial Advisory, Financial Risk, Fixed Income, Finance, Equities, Investments, Retirement

Education
Siena College   1996 — 2000
Bachelor of Science (BS), Business Management and Marketing

Judith Pennington, MBA Judith Pennington, MBA Greater New York City Area Details
Judith Pennington, MBA's Wells Fargo Advisors, LLC Experience January 2003 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2003 - Present
Marketing Resources, Inc.   September 2001 - December 2002
Pennington Group, Inc.   June 1982 - August 2001
Ancell School of Business, Western Connecticut State University   September 1984 - June 1987
IBM Instruments   December 1980 - May 1982
IBM Instruments   January 1979 - November 1980
IBM  September 1977 - December 1978

Skills
Retirement Planning, Investment Strategies, Mutual Funds, Retirement Plan..., Stocks, Bonds, Education Funding, 401(k) Rollovers, Annuities, Income Generation

Education
The University of Connecticut School of Business   1980 — 1982
MBA, Marketing & Organization Development

Shorter University   1972 — 1977
B.A., Pre-Med Biology & Chemistry

Coosa High School   1970 — 1972

Terrence Nance Terrence Nance Greater St. Louis Area Details
Terrence Nance's Wells Fargo Advisors, LLC Experience November 2009 - February 2010
Job Reporting Data Analyst at Bon Secours Health System
Industry Information Technology and Services
Experience
Bon Secours Health System  April 2011 - Present
Sisters of Mercy Health System  January 2009 - April 2011
Wells Fargo Advisors, LLC   November 2009 - February 2010
Daugherty Business Solutions  February 2008 - January 2009
IBM Global Services  May 2004 - February 2008
IBM Global Services  June 2004 - January 2008
SSA  July 2001 - July 2003

Skills
Business Intelligence, Requirements Analysis, Data Warehousing, Oracle, Databases, Oracle SQL Developer, Epic Systems, Data Analysis, Data Mapping, Business Objects, Crystal Reports, Access, Requirements Gathering, Unix, Business Analysis, Data Modeling, SDLC, SQL

Education
Southern Illinois University, Carbondale   2001 — 2004
BS, Information Systems Technology

College of Applied   2000 — 2004
BS, Information Systems Technology; Sciences and Arts

Ron Charboneau Ron Charboneau Bonita Springs, Florida Details
Ron Charboneau's Wells Fargo Advisors, LLC Experience October 2009 - October 2010
Job Sr. Systems Training Specialist, Implementation Services at Kindred Healthcare
Industry Professional Training & Coaching
Experience
Kindred Healthcare  February 2012 - Present
Capital One  June 2011 - April 2012
TD Bank Group  May 2011 - June 2011
Wells Fargo Advisors  October 2010 - March 2011
Wells Fargo Advisors, LLC   October 2009 - October 2010
TD Bank  July 2009 - January 2010
Wachovia Securities, LLC  October 2008 - April 2009
Price Metrix   October 2007 - February 2008
Colonial Bank, N.A.   October 2000 - January 2007

Skills
Change Management, Training, Management, Leadership Development, Team Building, Project Planning, Instructional Design, Organizational..., Integration, Customer Service, Team Leadership, Needs Analysis, Analysis, Outlook, PowerPoint, Retail, Teaching, Mentoring, Operations Management, Strategic Planning, Risk Management, Problem Solving, Team Management, Visio, Microsoft Excel, Administration, Account Management, Banking, Business Management, Customer Relations, Excel, Hospitality, Internet, English, Inventory Management, Knowledge Management, Logistics, Mergers, Organizing, Purchasing, Quickbooks, Quality Management, Real Estate, Troubleshooting, Teamwork, VoIP, Word, Windows, Yahoo, Project Management

Education
Southwest Florida College   1997 — 1998
Court Reporting Certification, Court Reporting/Court Reporter

Henry Ford Community College   1981 — 1985
Associates, Accounting

Scott Caplan Scott Caplan Dayton, Ohio Area Details
Scott Caplan's Wells Fargo Advisors, LLC Experience March 2011 - October 2012
Job President at Caplan Consulting
Industry Management Consulting
Experience
Surface Engineering Alloy Company / Extreme Coatings   May 2013 - Present
Caplan Consulting   March 2008 - Present
Wells Fargo Advisors, LLC   March 2011 - October 2012
Compound Profit   April 2008 - August 2012
Sew Many Parts, Inc   April 2005 - January 2008
Brother International Corporation  January 1999 - June 2004
Brother International Singapore   September 1995 - December 1998
Brother International Corporation  January 1988 - September 1995
Brother International Corporation  January 1985 - December 1988
Brother International Corporation  January 1983 - December 1984

Skills
Strategic Financial..., Business Planning, Business Development, Start-ups, Retirement Planning, Finance, Fixed Annuities, Business Analysis, Management, Series 7, Financial Advisory, Sales, B2B, Insurance, Credit, Analysis, Entrepreneurship, Securities, Project Planning, Uniform Combined State...

Education
Slippery Rock University of Pennsylvania   1978 — 1982
Bachelor of Science, Business

Tracy Zullo Tracy Zullo Scranton, Pennsylvania Area Details
Tracy Zullo's Wells Fargo Advisors, LLC Experience September 2004 - Present
Job Managing Director Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 2004 - Present

Skills
Investments, Mutual Funds, Alternative Investments, Asset Allocation, Retirement Planning, Fixed Income, Equities, Credit

Education
Wilkes University
Masters, Finance

Shepherd University
Bachelor's, Marketing & Economics

Carrie Exley Carrie Exley Rochester, Minnesota Area Details
Carrie Exley's Wells Fargo Advisors, LLC Experience June 2014 - Present
Job Financial Advisor, AVP at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 2014 - Present
Associated Investment Services  May 2012 - May 2014
Associated Bank  September 2006 - April 2012
US Bancorp Investment & Insurance   May 2004 - August 2006

Skills
Sales Management,..., Risk Management, Series 7, Insurance, Financial Analysis, Loan Origination, Cross Selling, Mortgage Banking, Relationship Management, Retirement Planning, Credit Risk, Mutual Funds, Refinance, Financial Services, Lines Of Credit, Fixed Annuities, Series 66, Change Management, New Business Development, Estate Planning, Long-term Care, Team Leadership

Education
St. Cloud State University   1994 — 1998
Bachelor of Science (BS), Speech Communications

Byron High School

Leslie Benge, CDFA Leslie Benge, CDFA Southlake, Texas Details
Leslie Benge, CDFA's Wells Fargo Advisors, LLC Experience October 2011 - Present
Job Financial Advisor with Benge Financial Group of Wells Fargo Advisors, Certified Divorce Financial Analyst
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2011 - Present

Education
Schreiner University
Master of Education (M.Ed.)

Jamie Holzapfel Jamie Holzapfel Frederick, Maryland Details
Jamie Holzapfel's Wells Fargo Advisors, LLC Experience October 2012 - July 2013
Job Intern at Mister, Burton & French, LLC
Industry Accounting
Experience
Mister, Burton & French, LLC   November 2014 - Present
Flying Dog Brewery  July 2013 - November 2014
Wells Fargo Advisors, LLC   October 2012 - July 2013
United States Air Force  November 2008 - October 2012

Skills
Finance, Financial Analysis, Investments, Portfolio Management, Mutual Funds, Financial Modeling, Program Management, Economics, Microsoft Office, Valuation, Microsoft Excel, Budgets

Education
University of Maryland - Robert H. Smith School of Business   2014 — 2016
Master of Business Administration (M.B.A.), Accounting and Business/Management

Siebel Institute of Technology   2006 — 2006
Concise Course in Brewing Technology, Brewing Science

Sewanee-The University of the South   2002 — 2006
Bachelor of Arts (B.A.), Economics

Saint James School   1998 — 2002

Marc Parson Marc Parson Festus, Missouri Details
Marc Parson's Wells Fargo Advisors, LLC Experience October 2012 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2012 - Present
PNC Investments  February 2012 - October 2012
Edward Jones  August 2006 - February 2012

Skills
401k Rollovers, Saving for Education, IRAs, Retirement, Fixed Annuities, Mutual Funds, College Savings Plans, 529 Plans

Education
Southern Illinois University, Edwardsville   1995 — 1997
Bachelor's of Science in Business Administration

St. Pius X

Chuck Constant Chuck Constant Dallas, Texas Details
Chuck Constant's Wells Fargo Advisors, LLC Experience November 2007 - July 2010
Job
Industry Oil & Energy
Experience
Capital Plan   August 2011 - February 2014
Merrill Lynch  July 2010 - August 2011
Wells Fargo Advisors, LLC   November 2007 - July 2010
Citigroup / Smith Barney  June 2003 - August 2007

Education
Southern Methodist University - Cox School of Business   2000 — 2002
MBA, Finance / Strategy

Texas State University   1992 — 1992
BA, Economics

Emmett H. Hall Jr. Emmett H. Hall Jr. Incline Village, Nevada Details
Emmett H. Hall Jr.'s Wells Fargo Advisors, LLC Experience April 1997 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 1997 - Present

Education
Sierra Nevada College
Business

Steve Hyett CFP® Steve Hyett CFP® Naperville, Illinois Details
Steve Hyett CFP®'s Wells Fargo Advisors, LLC Experience August 1994 - Present
Job Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 1994 - Present

Education
George Williams College   1971 — 1972
BA, Social Sciences

St. Ambrose University   1964 — 1968
Drafted into Army before completion, Speech/Communication

Donald Bagley Donald Bagley Phoenix, Arizona Area Details
Donald Bagley's Wells Fargo Advisors, LLC Experience May 2009 - Present
Job Senior Vice PresidentInvestments at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2009 - Present
Wachovia Securities, LLC  December 2005 - April 2009
Piper Jaffray Corp   October 2000 - December 2005
Prudential Securities  1989 - 2000

Skills
Investments, Retirement Planning, Alternative Investments, Investment Strategies, Mutual Funds, Strategy, Business Development, Asset Allocation, Financial Advisory, Bonds, 401k

Education
San Francisco State University, College of Business   1982 — 1986
B.S., Finance

University High School (Irvine)   1974 — 1978
high school diploma

John Demoors John Demoors Washington D.C. Metro Area Details
John Demoors's Wells Fargo Advisors, LLC Experience April 1998 - Present
Job Financial Advisor, Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 1998 - Present
RAF Financial   September 1996 - March 1998

Skills
Investments, Insurance, Retirement Planning, Asset Allocation, College Education..., Modern Portfolio Theory, 401k Rollovers, Estate Investment..., Relationship Management, Wealth Preservation..., Business Owner Planning

Education
St. Lawrence University   1992 — 1996
BA, Economics

Andrew Titus Andrew Titus Dallas/Fort Worth Area Details
Andrew Titus's Wells Fargo Advisors, LLC Experience November 2012 - December 2014
Job Analyst IT Finance at American Airlines
Industry Financial Services
Experience
American Airlines  December 2014 - September 2015
Wells Fargo Advisors, LLC   November 2012 - December 2014
Wells Fargo Advisors, LLC   April 2010 - November 2012
Texas Rangers Baseball Club  April 2009 - October 2012
Thomson Reuters  June 2011 - February 2012

Skills
Wealth Management, Portfolio Management, Asset Management, Economics, Asset Allocation, Equities, Mutual Funds, Microsoft Excel

Education
Southern Methodist University - Cox School of Business   2007 — 2011
Bachelor of Business Administration, Finance

Gray Daus, AWMA®, CIMA® Gray Daus, AWMA®, CIMA® Charlotte, North Carolina Area Details
Gray Daus, AWMA®, CIMA®'s Wells Fargo Advisors, LLC Experience March 2010 - Present
Job Financial Advisor, Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 2010 - Present
BB&T  May 2002 - February 2010
Merrill Lynch  December 2000 - May 2002

Skills
Investments, Retirement, Retirement Planning, Asset Allocation, Alternative Investments, College Savings Plans, 401k Rollovers, Wealth Preservation...

Education
University of Pennsylvania - The Wharton School   2013 — 2013
Certified Investment Management Analyst Program, CIMA®, Investments and Securities

Shippensburg University of Pennsylvania   1996 — 2000
B.S.B.A., Finance

Missy Cissell Missy Cissell Greater St. Louis Area Details
Missy Cissell's Wells Fargo Advisors, LLC Experience May 2008 - March 2010
Job Consultant/Leader at MasterCard
Industry Information Technology and Services
Experience
MasterCard  September 2015 - Present
Brown Shoe Company (now Caleres)   November 2011 - September 2015
Brown Shoe Company  July 2010 - November 2011
U.S. Commercial Service   March 2010 - May 2010
Wells Fargo Advisors, LLC   May 2008 - March 2010
Macy's - Famous Barr   August 2006 - May 2008
Macy's  September 2005 - August 2006
Fleishman Hillard  2002 - 2005

Skills
Account Management, Sales, Management, Purchasing, Business Planning, Strategy, International Business, Project Management, Forecasting, Sales Management, Merchandising, Selling, Retail, New Business Development, Customer Service, International Sales, Data Analysis, Building Relationships, Leadership, Marketing

Education
Webster University   2011 — 2013
Master of Arts (M.A.)

Webster University   2008 — 2010
MBA

Southern Illinois University, Edwardsville   2000 — 2004
BS

Charles Eberly Charles Eberly Harrisburg, Pennsylvania Area Details
Charles Eberly's Wells Fargo Advisors, LLC Experience July 1992 - August 2015
Job Managing Partner at SevenBridge Financial Group
Industry Financial Services
Experience
SevenBridge Financial Group   August 2015 - Present
Wells Fargo Advisors LLC  July 1992 - August 2015
US Army  February 1985 - July 1992

Skills
Leadership, Employee Benefits, Marketing, Financial Analysis, Retirement Planning, Investments, Strategic Planning, Customer Service, Public Speaking

Education
Slippery Rock University of Pennsylvania   1980 — 1984
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Don Ripley Don Ripley Greater Seattle Area Details
Don Ripley's Wells Fargo Advisors, LLC Experience August 2000 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2000 - Present
Merrill Lynch  September 1995 - August 2000
Morgan Stanley  October 1983 - September 1995

Education
Seattle University   1975 — 1976
MBA, Business

Western Washington University   1962 — 1967
BA, History

Hallie Applebaum Hallie Applebaum Washington, District Of Columbia Details
Hallie Applebaum's Wells Fargo Advisors, LLC Experience August 2010 - April 2012
Job Open Innovation Specialist at The World Bank
Industry International Trade and Development
Experience
The World Bank  February 2014 - Present
RE.WORK LTD   November 2013 - December 2013
Samasource  April 2012 - August 2012
Wells Fargo Advisors, LLC   August 2010 - April 2012

Skills
International..., Social Entrepreneurship, Social Enterprise, Start-ups, Sustainable Investing, Social Media, Business Development, Research, Analytics, Emerging Markets, Strategy, Policy Analysis, Entrepreneurship

Education
London School of Economics and Political Science   2012 — 2013
MSc Development Management, International Development, Merit

Washington University in St. Louis   2007 — 2010
B.A., Economics, Cum Laude

Smith College

Eugene D'Amico AAMS® Eugene D'Amico AAMS® Utica, New York Area Details
Eugene D'Amico AAMS®'s Wells Fargo Advisors, LLC Experience August 2011 - Present
Job Financial Advisor with The D'Amico Financial Consulting Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2011 - Present

Skills
Retirement Planning, Mutual Funds, Finance, Asset Allocation, Life Insurance, Investments, Alternative Investments, Wealth Management, Securities, Annuity Sales, Microsoft Office, Financial Advisory, Accredited Asset..., Series 7, Customer Service, Financial Analysis, Insurance

Education
Siena College   2003 — 2007
Bachelor of Science (B.S.), Finance, General

Whit Whitehouse Whit Whitehouse Greater Los Angeles Area Details
Whit Whitehouse's Wells Fargo Advisors, LLC Experience December 2005 - July 2011
Job Regional Director Southwest Aequitas Capital Partners
Industry Financial Services
Experience
Aequitas Capital Partners   October 2014 - Present
TA Capital, LLC   November 2013 - October 2014
Washington Wealth Management  July 2011 - June 2013
Wells Fargo Advisors, LLC   December 2005 - July 2011
•Wells Fargo Advisors, LLC   December 2005 - July 2011
Wells Fargo Advisors  December 2005 - July 2011
DWS Investments  June 2004 - December 2005
2004-2005  June 2004 - December 2005
PLANCO  April 2002 - June 2004
The Hartford  April 2002 - June 2004

Skills
Mutual Funds, 401k, Alternative Investments, Asset Allocation, Asset Management, Business Development, Estate Planning, Finance, Investments, Asset Managment, Financial Advisory, Financial Services, Fixed Annuities, Investment Advisory, Leadership, Management, Retirement Planning, Securities

Education
University of Richmond   1993 — 1994
MA, Sports Management

University of Richmond   1993 — 1994
MA, Sports Management

St. Lawrence University   1981 — 1985
BS, Psychology

St. Lawrence University   1981 — 1985
BA, Psychology/Finance

Woodberry Forest School
High School diploma

Auri Gust, CPWA® Auri Gust, CPWA® Greater Seattle Area Details
Auri Gust, CPWA®'s Wells Fargo Advisors, LLC Experience November 2006 - Present
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 2006 - Present
Morgan Stanley  December 1999 - November 2006
Boeing Commercial Airplanes  January 1981 - October 1994

Skills
Investments, Retirement Planning, Financial Analysis, Asset Allocation, Securities, Retirement, Finance, Retirement Income..., Retirement Plan..., Risk Management, Equities, Fixed Income, Insurance, Personal Finance, Pensions, 401k Rollovers, Concentrated Stock..., Deferred Compensation..., Estate Investment..., Financial Advisory, Financial Services, Fixed Income Strategies, Investment Planning, Investment Strategies, Multigenerational..., Retirement Plan..., Retirement Savings, Stock Management, Mutual Funds, Annuities, Long Term Healthcare, Stock Analysis, Strategic Planning, Tax-Efficient Strategies, Wealth Preservation...

Education
Seattle Pacific University   1989 — 1993
BS, Computer Science, Finance

Clover Park   1975 — 1976
High School

North Central High School   1972 — 1973

Pamela Clark Pamela Clark Tampa/St. Petersburg, Florida Area Details
Pamela Clark's Wells Fargo Advisors, LLC Experience July 2010 - February 2012
Job Helping People to Help Themselves!
Industry Writing and Editing
Experience
PC Connection, Inc.   May 2014 - June 2014
Sennheiser USA   February 2012 - December 2013
Wells Fargo Advisors, LLC   July 2010 - February 2012
Manchester VNA   2000 - 2012
GBH Communications  June 2008 - July 2010
Hello Direct  February 2005 - June 2008
GN Netcom  April 2003 - February 2005
GN Netcom  October 2000 - April 2003
GN Netcom  November 1999 - October 2000

Skills
New Business Development, Telecommunications, Strategic Planning, Lead Generation, Account Management, Direct Sales, Sales Process, Sales Management, Sales, Business Development, B2B, Solution Selling, Cold Calling, CRM, Contract Negotiation, Team Leadership, Channel Partners, Selling, Product Management, Customer Service, Marketing Strategy, Product Marketing, Management, Unified Communications, Strategy, Sales Operations, Leadership, VoIP, Marketing, Customer Retention, Training, Program Management, Salesforce.com, SaaS, Sales Presentations, Competitive Analysis, Budgets, Strategic Partnerships, Cross-functional Team..., Key Account Management, Forecasting, Customer Satisfaction, Team Building, Wireless, International Sales, P&L Management, Start-ups, Business Planning, Selling Skills, Call Centers

Education
Southern New Hampshire University   2010 — 2014
MS, Community Mental Health Counseling (Child & Family Focused)

Southern New Hampshire University   2008 — 2010
BS, Business Administration

McIntosh College   1994 — 1996
ABS, Criminal Justice

Melina Esquilin Melina Esquilin Pleasanton, California Details
Melina Esquilin's Wells Fargo Advisors, LLC Experience July 2015 - Present
Job Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2015 - Present
Wells Fargo  November 2014 - July 2015
Wells Fargo  March 2014 - November 2014
Wells Fargo  October 2013 - March 2014
Wells Fargo  May 2013 - October 2013
Shiloh Church  August 2009 - February 2013
Bank of America  June 2006 - July 2009

Skills
Customer Service, Leadership, Event Planning, Administrative..., Public Speaking, Nonprofits, Sales, Process Scheduler, Management, Community Outreach, Fundraising, Meeting Planning, Leadership Development, Microsoft Office, Team Building, Customer Satisfaction, Outlook, Finance, Coaching, Theology, Microsoft Word, Microsoft Excel, Social Networking, Relationship Management, Teaching, Strategic Planning, Financial Analysis, Marketing, Social Media, Customer Retention, Research, Time Management, Emotional Intelligence, Multi-task & Handle..., Task Management, Strategy, Financial Services, Program Management, Teamwork, Hiring, Event Management, Volunteer Management

Education
Southeastern University   2011 — 2015
Bachelor of Science (B.S.), Bussiness and Professional Leadership, Senior

Dennis M. Robins Dennis M. Robins Greater New York City Area Details
Dennis M. Robins's Wells Fargo Advisors, LLC Experience April 2011 - December 2012
Job Program Manager ERate at Cisco Systems
Industry Information Technology and Services
Experience
PMI Westchester   2012 - 2014
Wells Fargo Advisors, LLC   April 2011 - December 2012
Verizon Business  September 2007 - August 2010
Verizon Business  January 2004 - August 2007
Verizon/Bell Atlantic  April 1994 - December 2002
NYNEX/New York Telephone   March 1990 - March 1994
NYNEX Corporate   May 1986 - February 1990
NYNEX Corporate   April 1984 - May 1986

Skills
Telecommunications, Strategy, Program Management, Financial Analysis, Solution Selling, Managed Services, Product Management, Competitive Analysis

Education
Saint John's University - Peter J. Tobin College of Business   1980 — 1984
MBA, Quantitative Analysis

Stony Brook University   1976 — 1980
BA, Economics

Don Sherman Don Sherman Tampa/St. Petersburg, Florida Area Details
Don Sherman's Wells Fargo Advisors, LLC Experience 1990 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   1990 - Present
United States Central Command  June 1986 - July 1990

Skills
401k Rollovers, Strategic Planning, Public Speaking, Leadership, Retirement Planning, Entrepreneurship, Saving for Education, Management, IRAs, 529 Plans, New Business Development, Change Management, Strategy, Mutual Funds, Marketing, Business Strategy, Business Development, Sales, Budgets

Education
University of Utah   1972 — 1975
MBA, Marketing

South Dakota State University   1967 — 1971
Bachelor of Science, Economics

Eddie Gichuhi Eddie Gichuhi Bloomington/Normal, Illinois Area Details
Eddie Gichuhi's Wells Fargo Advisors, LLC Experience February 2009 - June 2009
Job Linux OS Technical Analyst at State Farm Insurance
Industry Information Technology and Services
Experience
State Farm Insurance  January 2013 - Present
Toastmasters International  2013 - Present
Trip Sheet Central   April 2008 - Present
State Farm Insurance  June 2010 - December 2012
Talisen Technologies, Inc.   July 2009 - March 2010
Wells Fargo Advisors, LLC   February 2009 - June 2009
Edward Jones  April 2008 - December 2008
Fane Logistics, Inc.   January 2005 - March 2008
Wells Fargo Home Mortgage  October 2004 - January 2005
MasterCard  February 2002 - January 2004

Skills
Oracle, XML, Unix, JavaScript, PL/SQL, MySQL, HTML, PHP, Shell Scripting, Oracle Fusion Middleware, SDLC, SQL, Perl, Business Analysis, Requirements Analysis, Agile Methodologies, Databases, Microsoft SQL Server, Python, Software Documentation, Process Improvement, Software Project..., Apache, Scrum, SOA, Database Design, Public Speaking, Web Development

Education
University of Missouri-Saint Louis   2000 — 2004

St. Louis Community College   1996 — 1998
Associate of Applied Science

Randall Krenzin, CFP® Randall Krenzin, CFP® San Francisco Bay Area Details
Randall Krenzin, CFP®'s Wells Fargo Advisors, LLC Experience August 2007 - Present
Job Senior Vice President Investments, Senior Financial Advisor, at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2007 - Present

Skills
Financial Services, Finance, Investments, Insurance, Retirement Planning, Strategy, Financial Analysis, Asset Allocation, Risk Management, Project Management, Margin Loans, Asset Strategies

Education
San Jose State University
B.S, Business Finance

Lawrence Olin Lawrence Olin San Francisco Bay Area Details
Lawrence Olin's Wells Fargo Advisors, LLC Experience October 2000 - Present
Job Managing DirectorInvestments at The Olin Financial Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2000 - Present
Morgan Stanley Smith Barney  August 1995 - October 2000

Skills
Retirement Planning, Investments, Asset Allocation

Education
Santa Clara University   1991 — 1995
Bachelor of Science in Commerce and Management

Terry Perkins Terry Perkins Greater St. Louis Area Details
Terry Perkins's Wells Fargo Advisors, LLC Experience May 1995 - Present
Job IT Analyst at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 1995 - Present

Skills
Requirements Gathering, Planview, SDLC, Project Management, System Testing, Regression Testing, User Acceptance Testing, Experienced Business..., User Documentation, Microsoft Office, Leadership, Integration, Change Management, Use Case, Systems Analysis, Disaster Recovery, Vendor Management

Education
Southern Illinois University, Edwardsville   1995 — 2013
Bachelors Degree, CMIS

Jason Blomme Jason Blomme Greater St. Louis Area Details
Jason Blomme's Wells Fargo Advisors, LLC Experience April 2010 - September 2011
Job Sr. Business Analyst at Centene Corporation
Industry Information Technology and Services
Experience
Centene Corporation  September 2011 - Present
Apex Systems  April 2010 - September 2011
Wells Fargo Advisors, LLC   April 2010 - September 2011
NetEffects  February 2009 - March 2010
iBridge Solutions  October 2007 - December 2008
Anheuser-Busch  October 2007 - December 2008
ITI  2005 - 2007
MasterCard  July 1998 - July 2005
United States Marine Corps  November 1993 - August 1997

Skills
Business Analysis, Process Improvement, Leadership, Requirements Analysis, SDLC, Testing, Requirements Gathering, Visio, Software Documentation, Agile Methodologies, SQL, Analysis, Data Analysis, User Acceptance Testing, Databases, Systems Analysis, Microsoft SQL Server, Disaster Recovery, Software Development, Business Intelligence

Education
Southern Illinois University, Edwardsville   1997 — 2004
BS, CMIS

Matthew Battenberg Matthew Battenberg Greater Detroit Area Details
Matthew Battenberg's Wells Fargo Advisors, LLC Experience August 2009 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2009 - Present
UBS Financial Services  November 2000 - August 2009
JMB Partners   1998 - 2000
General Motors  1996 - 1998

Skills
Funding, 401k Rollovers, High Net Worth Insurance, Investments, Asset Allocation, Wealth Preservation..., Risk Management, Transition Planning, Distribution Strategies

Education
Southern Methodist University   1991 — 1995
B.A., Marketing

Cranbrook Kingswood   1987 — 1991

Patrick Markey, CFP® Patrick Markey, CFP® Buffalo/Niagara, New York Area Details
Patrick Markey, CFP®'s Wells Fargo Advisors, LLC Experience February 1994 - Present
Job First Vice President Investments, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 1994 - Present
Xerox  June 1981 - October 1983

Skills
Investments, Finance, Mutual Funds, Retirement Planning, Financial Analysis, Wealth Management, Financial Services, Negotiation

Education
Siena College   1977 — 1981
B.A., English

Bishop Kearney High School   1973 — 1977
High School Diploma

Peter G. Carolan, CFP®, AAMS, CRPC Peter G. Carolan, CFP®, AAMS, CRPC San Francisco Bay Area Details
Peter G. Carolan, CFP®, AAMS, CRPC's Wells Fargo Advisors, LLC Experience January 2008 - Present
Job Vice President Investments with The Arington Carolan Wealth Management Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2008 - Present

Education
Santa Clara University
B.S.

Delbarton High School

Jeffery P. (Jeff) Paulsen Jeffery P. (Jeff) Paulsen Greater Atlanta Area Details
Jeffery P. (Jeff) Paulsen's Wells Fargo Advisors, LLC Experience July 2008 - July 2010
Job Senior Vice President, Complex Manager, Private Client Group, at Janney Montgomery Scott, LLC
Industry Financial Services
Experience
Janney Montgomery Scott, LLC  2010 - Present
Wells Fargo Advisors, LLC   July 2008 - July 2010
Wachovia Securities  August 2006 - July 2008
Morgan Stanley  July 2002 - May 2006

Skills
Wealth Management, Mutual Funds, Retirement Planning, Securities, Asset Allocation, Series 7, Investment Advisory, Series 63, Series 24, Series 65, Investment Strategies, Retirement, Alternative Investments, Financial Advisory, FINRA

Education
Southern Illinois University, Carbondale   1977 — 1978
Master of Science incomplete, Physical Education, Did not graduate

Southern Illinois University, Carbondale   1973 — 1977
BS, Education

University of Pennsylvania
Wharton School of Executive Education, Morgan Stanley Senior Management Development Program

Helen Heimann Helen Heimann Greater St. Louis Area Details
Helen Heimann's Wells Fargo Advisors, LLC Experience January 2006 - Present
Job Director of Regulatory Change Management
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2006 - Present
US Bank  March 2004 - December 2005
Capital One  2000 - 2003
TDS Telecom  November 1998 - November 2000
Boatmen's Trust Company  1989 - 1994
Boatmen's Trust Company  1989 - 1994

Skills
Business Analysis, Information Technology, Outsourcing, Project Management, IT Management, Budgets, SDLC, Financial Services, Vendor Management, PMO, Relationship Management, Risk Management, Business Intelligence, PMP

Education
Washington University in St. Louis   1989 — 1991
Masters, Information Management

Southern Illinois University, Carbondale   1980 — 1984
Bachelors, Data Processing

Joe Sholden Joe Sholden Dallas/Fort Worth Area Details
Joe Sholden's Wells Fargo Advisors, LLC Experience January 2013 - Present
Job Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2013 - Present
Merrill Lynch  September 1997 - January 2013
Arrow Electronics  September 1993 - September 1995
Hall-Mark Electronics  May 1982 - August 1993
Ernst & Whinney  July 1980 - April 1982

Skills
Portfolio Management, Financial Planning, Investments, Long Term Care Insurance

Education
Southern Methodist University - Cox School of Business   1976 — 1980
B.B.A., Accounting

Woodrow Wilson High School   1974 — 1976

Brice Sachs Brice Sachs Greater New York City Area Details
Brice Sachs's Wells Fargo Advisors, LLC Experience July 2010 - Present
Job Financial Advisor at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2010 - Present
Bushes Landscape And Design   March 2007 - April 2010
Goldman Sachs  March 1983 - March 2007

Education
Seton Hall University   1977 — 1981

Delbarton High School

Larry Key Larry Key San Francisco Bay Area Details
Larry Key's Wells Fargo Advisors, LLC Experience June 2009 - Present
Job Senior Director of BrokerageSouthwest Region at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 2009 - Present
Wachovia Securities  2006 - June 2009
Atlas Funds, Inc.   2001 - 2006
Atlas Securities Inc   2000 - 2006
World Savings  1989 - 2006

Skills
Investments, Banking, Wealth Management, Loans, Mortgage Lending, Series 7, Series 63, Retirement Planning, Credit, Strategic Financial..., Financial Advisory, Financial Services, Sales Management, Investment Advisory

Education
San Francisco State University   1972 — 1976
Bachelor of Arts (BA), Business Administration and Management, General

Kevin McClelland Kevin McClelland Spokane, Washington Area Details
Kevin McClelland's Wells Fargo Advisors, LLC Experience April 2007 - July 2013
Job Financial Advisor at Umpqua Investments
Industry Financial Services
Experience
Umpqua Investments at Umpqua Bank   August 2013 - Present
Wells Fargo Advisors, LLC   April 2007 - July 2013
First Index  April 2001 - April 2007

Skills
Investments, Finance, Retirement Planning, Business Development, Economics, Access, Strategic Planning, Account Management, Salesforce.com, Customer Service, Sales, Process Improvement, New Business Development, Financial Reporting, Accounting, Sales Process

Education
St. Lawrence University   1994 — 1998

Nancy Olson Nancy Olson Greater St. Louis Area Details
Nancy Olson's Wells Fargo Advisors, LLC Experience 1998 - 2009
Job Assistant Vice President, Project Manager at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors  May 1998 - Present
Wells Fargo Advisors, LLC   1998 - 2009
A. G. Edwards   1998 - 2007
A. G. Edwards   February 2000 - February 2005

Skills
Analysis, Business Intelligence, PMP, Visio, Requirements Analysis, SharePoint, Business Analysis, PMO, Requirements Gathering, SQL, PL/SQL, Business Requirements, Business Process..., Vendor Management

Education
Southern Illinois University, Edwardsville   1997 — 1998
BS, Management Information Systems

North Dakota State College of Science   1988 — 1990
Associate of Science, Computer Programming

James E. White Jr. James E. White Jr. Greater New York City Area Details
James E. White Jr.'s Wells Fargo Advisors, LLC Experience October 2013 - Present
Job Financial Advisor, Vice President Investments at Wells Fargo Advisors
Industry Public Safety
Experience
Wells Fargo Advisors  October 2013 - Present
Wells Fargo Advisors, LLC   October 2013 - Present

Skills
Fixed Income, Risk Management

Education
Saint John's University - Peter J. Tobin College of Business   1989 — 1992
Finance

Jeremy Carson Jeremy Carson Scottsdale, Arizona Details
Jeremy Carson's Wells Fargo Advisors, LLC Experience July 2014 - October 2014
Job Home Loan Consultant NMLSR 1285909
Industry Financial Services
Experience
Wells Fargo Home Mortgage  July 2014 - Present
Wells Fargo Advisors, LLC   July 2014 - October 2014
Bank of America  December 2012 - August 2014
JP Morgan Chase Bank  April 2007 - December 2012
Wells Fargo Bank  January 2006 - April 2007
Sunglass Hut Int’l/ Watch Station   December 2003 - November 2005
Rolf C. Hagen USA Corp   August 2003 - October 2005
AT&T Wireless  August 2001 - July 2003
Sunglass Hut Int’l/ Watch station   November 1999 - September 2000

Skills
Sales Management, Training, Sales, Leadership Development, Talent Acquisition, Profitable Growth, Retail, Coaching, Recruiting, Analyze Problems, Analyze Information, Profit and Loss..., Customer Service, Relationship Management, Profit, Deposits, Cross Selling, Employee Training, Business Relationship..., Team Building, Cash Management, Hiring, Management, Leadership, Banking, Credit, Loans

Education
Southwestern College   1997 — 1999
Secondary Education and Teaching

Curtis Kuppler Curtis Kuppler Greater St. Louis Area Details
Curtis Kuppler's Wells Fargo Advisors, LLC Experience November 2008 - Present
Job Application Systems Engineer 5 at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors  March 2013 - Present
Wells Fargo Advisors, LLC   November 2008 - Present
Wells Fargo  1996 - 2011
Wachovia/Wachovia Securities   July 2007 - October 2008
A.G. Edwards & Sons, Inc.   June 1996 - December 2007
Computer Sciences Corporation  September 1987 - June 1996

Skills
Unix, Visio, COBOL, Integration, C, PL/SQL, DB2, ETL, Oracle, SQL, WebSphere MQ, Unix Shell Scripting, SDLC, Shell Scripting, SOA, Requirements Analysis

Education
Southern Illinois University, Edwardsville   1989 — 1995
Master, Management Information Systems

University of South Florida   1985 — 1987
Bachelor, Management Information Systems

St. Petersburg College   1983 — 1985
Associate of Arts, Computer Science

Jenny Klueter Jenny Klueter Greater St. Louis Area Details
Jenny Klueter's Wells Fargo Advisors, LLC Experience October 2008 - Present
Job Application Systems Engineer at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2008 - Present
Wachovia Securities, LLC  October 2007 - October 2008
A. G. Edwards & Sons, Inc   August 1997 - September 2007
Big River Zinc, Inc   March 1994 - July 1997

Education
Southern Illinois University, Edwardsville   1988 — 1992

David Flieg David Flieg Greater St. Louis Area Details
David Flieg's Wells Fargo Advisors, LLC Experience November 2009 - Present
Job Production Support Analyst for Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors LLC  November 2009 - Present

Skills
SQL, ETL, Oracle, DB2, Autosys, Erwin, Data Warehousing, Data Management, Database Design, Informatica, Database Administration, Data Modeling, Data Integration, Databases, Business Objects, Oracle Applications, SDLC, Business Analysis

Education
Southeast Missouri State University
Bachelor of Science in Business Administration, Majors in Computer Science and Accounting

LOMA Certification Program St
Fellow, Life Management Institute (FLMI)

Bailey Technical School
Automotive Technology

Mark Sadowski Mark Sadowski Santa Fe, New Mexico Details
Mark Sadowski's Wells Fargo Advisors, LLC Experience January 2009 - October 2009
Job Chief Financial Officer at State Employees Credit Union of New Mexico
Industry Financial Services
Experience
State Employees Credit Union of New Mexico   July 2012 - Present
Community Bank  April 2012 - July 2012
Lacamas Community Credit Union  October 2009 - April 2012
Wells Fargo Advisors, LLC   January 2009 - October 2009
Group Health Credit Union  January 1986 - May 2008
Evergreen Postal Employees Credit Union   May 1998 - March 1999

Skills
Accounting, Forecasting, Consumer Lending, Finance, Auditing, Budgets, Banking, Portfolio Management, Loans, Credit, Financial Analysis, Investments, Management

Education
Southern Illinois University, Carbondale   1981 — 1985
Bachelor of Science (B.S.), finance & economics

Wethersfield High School   1978 — 1981

Josh Cepeda, CFP® Josh Cepeda, CFP® Portland, Oregon Details
Josh Cepeda, CFP®'s Wells Fargo Advisors, LLC Experience April 2004 - May 2012
Job Financial Consultant at JGP Wealth Management Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
JGP Wealth Management Group of Wells Fargo Advisors, LLC   May 2012 - Present
Wells Fargo Advisors, LLC   April 2004 - May 2012
Smith Barney  July 2000 - April 2004

Skills
Retirement Planning, Wealth Preservation..., Insurance, Investments, 401(k) Rollovers, Concentrated Stock..., Fixed-Income Strategies, Investment Planning, Investment Strategies, Multigenerational..., Retirement Savings, Risk Management, Stock Analysis, Strategic Planning, Personal Investment..., Tax Efficient Strategies

Education
Seattle Pacific University   1996 — 2000
BS, Business

Seattle Pacific University - School of Business and Economics   1996 — 2000

Jennifer Schultze Jennifer Schultze Saint Louis, Missouri Details
Jennifer Schultze's Wells Fargo Advisors, LLC Experience October 2009 - April 2011
Job Compliance Officer at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   April 2011 - Present
Wells Fargo Advisors, LLC   October 2009 - April 2011
Wachovia Securities  June 1998 - October 2009
A.G. Edwards & Sons, Inc.   1999 - 2008

Education
Southwest Illinois College   2002 — 2004
Associates, Arts

Southern Illinois University, Carbondale   1992 — 1994

Bo Bragaw Bo Bragaw Washington D.C. Metro Area Details
Bo Bragaw's Wells Fargo Advisors, LLC Experience January 1986 - Present
Job Sr. Vice President Investments Weldon Bragaw Orendorff Financial Strategies Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 1986 - Present
Wachovia Securities  2004 - 2010
Wheat First Union Securities   1997 - 2004
Wheat First Butcher Singer  January 1986 - December 1997
Jefferson Financial   1984 - 1985

Skills
Investments, Portfolio Management, Securities, Finance, Investment Advisory, Investment Management, Financial Advisory, Financial Risk, Retirement Planning, Wealth Management, Asset Allocation, Asset Management, Financial Services, Alternative Investments, Retirement Plan..., Equity Capital Markets, Nonprofits

Education
University of Maryland College Park   1982 — 1984
MA, Government & Politics with focus on International Economics

Shepherd University   1976 — 1979
BS, Political Science, History

Julie Patin Julie Patin Minneapolis, Minnesota Details
Julie Patin's Wells Fargo Advisors, LLC Experience January 2011 - Present
Job Vice President, Product Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2011 - Present
Wells Fargo Investments, LLC  September 2008 - December 2010
Wells Fargo Investments, LLC  August 2007 - September 2008
Wells Fargo Investments, LLC  January 2001 - August 2007
PrimeVest Financial Services  2000 - 2001
Washington Square Securities, INC   1998 - 2000

Skills
Mutual Funds, Series 7, Series 63, Series 65, Series 24, Relationship Management, Product Development, Leadership, Project Management, Business Analysis, Microsoft Office, PowerPoint

Education
St. Cloud State University   1992 — 1997
Bachelors of Science, Major in Finance, Minor in Economics

Park Rapids High School

Shelly Adams Shelly Adams Greater St. Louis Area Details
Shelly Adams's Wells Fargo Advisors, LLC Experience November 1999 - Present
Job AVP, Sr. Recruiting Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 1999 - Present

Skills
Talent Acquisition, Recruiting, Sourcing, Financial Services, Coaching, Interviews, Relationship Management, Executive Search, Talent Management, Applicant Tracking..., College Recruiting, Finance, Leadership, Risk Management, Customer Service, Process Improvement, Technical Recruiting, Internet Recruiting, Onboarding

Education
Southern Illinois University, Edwardsville
BS

Elizabeth Harris, CSM Elizabeth Harris, CSM Greater Denver Area Details
Elizabeth Harris, CSM's Wells Fargo Advisors, LLC Experience April 2008 - April 2010
Job Data Engineer
Industry Information Technology and Services
Experience
Oppenheimer Funds  December 2013 - Present
Gunther Douglas  September 2013 - November 2013
Randstad Technologies US  October 2012 - August 2013
TEKsystems  March 2012 - October 2012
Wells Fargo  April 2010 - January 2012
Wells Fargo Advisors, LLC   April 2008 - April 2010
Ferguson Consulting, Inc.   August 2007 - February 2008
BJC Health Care  September 2006 - July 2007
Express Scripts Inc  November 2004 - September 2006
SBC  June 2004 - October 2004

Skills
Visio, SharePoint, Business Intelligence, Business Analysis, Data Analysis, Data Mining, Analysis, Project Management, Data Warehousing, Oracle, Microsoft SQL Server, Teradata, Access, Database Design, SQL, Requirements Analysis, Agile Methodologies, Team Building, Software Documentation, Databases, Process Improvement, Data Modeling, Quality Assurance, Scrum, PowerPoint, Integration, Requirements Gathering, Waterfall, Test Planning, User Acceptance Testing, Business Requirements, ETL, SAS, Systems Analysis, Toad, Securities, MS Project, Iterative Design, Informatica, TFS, Team Foundation Server, JIRA, SDLC

Education
Southern Illinois University, Edwardsville   1988 — 1992
Bachelor's of Science, Mass Communications/English Language and Literature

Jim Noeth Jim Noeth Greater St. Louis Area Details
Jim Noeth's Wells Fargo Advisors, LLC Experience October 2009 - Present
Job VP, Application System Engineer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2009 - Present
Wachovia Securities  July 2008 - November 2009
A.G. Edwards & Sons, Inc.   October 1978 - July 2008
A G Edwards  1978 - 2006
Chromalloy Photographic   October 1977 - October 1978

Skills
Operating Systems, RAD, Mainframe, COBOL, Windows, Linux, DB2, XP, C, C++, Unix, Hardware, Databases, Programming, HP-UX, AIX, DB2/SQL, Application Design, SOA, WCF, .NET, C#, x86 Assembly, GCOS, Oracle SQL, Sybase, SQL Server, PL/SQL, Systems Programming, Microcontrollers, Objective-C, Mac OS X, Embedded Systems, Java, Perl, Visual Basic, Solaris, Assembly, Visual Studio, SQL, XML, Unix Shell Scripting, Agile, Software Development, Application Development, TCP/IP, SOAP, Database Design, Systems Analysis, Server Architecture

Education
Southern Illinois University, Edwardsville   1974 — 1978

Joyce Galea Joyce Galea Greater New York City Area Details
Joyce Galea's Wells Fargo Advisors, LLC Experience November 1994 - Present
Job Vice President at Wells Fargo Advisors
Industry Investment Banking
Experience
Wells Fargo Advisors, LLC   November 1994 - Present
Wells Fargo Advisors  November 1994 - Present
Pershing  September 1992 - November 1994

Skills
Series 7, Series 63, Fixed Income, Securities, Securities Lending, Equities, Investment Banking, Bloomberg, ETFs, Hedge Funds, Bonds, Prime Brokerage, FINRA, Capital Markets, Trading

Education
Southern Connecticut State University   1988 — 1992
Bachelor of Science, Business

New Dorp High School   1984 — 1988

Eric Schmittgens Eric Schmittgens Greater St. Louis Area Details
Eric Schmittgens's Wells Fargo Advisors, LLC Experience August 2008 - September 2010
Job Consulting Services and Development Technician
Industry Financial Services
Experience
Stifel Financial Corp.  October 2014 - Present
Wells Fargo Advisors  March 2012 - October 2014
Wells Fargo Advisors  September 2010 - March 2012
Wells Fargo Advisors, LLC   August 2008 - September 2010
Fine & Associates, P.C.   June 2007 - July 2008

Education
Southeast Missouri State University
Bachelor of Science (BS), Finance, Political Science

Elsie (Chen) Luo Elsie (Chen) Luo Greater St. Louis Area Details
Elsie (Chen) Luo's Wells Fargo Advisors, LLC Experience January 2010 - June 2010
Job Investment Performance Analyst at Washington University Investment Management Company
Industry Higher Education
Experience
Washington University in St. Louis  April 2015 - Present
Washington University in St. Louis  June 2010 - Present
Wells Fargo Advisors, LLC   January 2010 - June 2010
Scottrade  September 2009 - January 2010
Buckingham Asset Management  June 2009 - September 2009
Bailey Southwell & Co.   October 2008 - April 2009
Shanghai CFETS-ICAP International Money Broking Co., Ltd.   April 2008 - May 2008
Siemens VDO Automotive China / Continental China   September 2007 - March 2008

Skills
Valuation, Financial Analysis, Corporate Finance, Financial Modeling, Brokerage, Fixed Income, Credit, Investments, Bloomberg, Portfolio Management, Due Diligence, Strategic Financial..., Finance

Education
Washington University in St. Louis - Olin Business School   2008 — 2009
Master, Finance

Shanghai University of Finance and Economics   2004 — 2008
Bachelor, Financial Engineering

James Minnihan James Minnihan Greater St. Louis Area Details
James Minnihan's Wells Fargo Advisors, LLC Experience November 2009 - February 2011
Job Senior Mobile Software Architect/Engineer
Industry Computer Software
Experience
The Creative Group  July 2013 - Present
Red Cedar Enterprises  November 2012 - Present
Virtual Alchemy LLC   January 1998 - Present
AT&T  February 2011 - November 2012
Wells Fargo Advisors, LLC   November 2009 - February 2011
IntraISP - A Clearwire Company  February 2005 - December 2008
MasterCard  August 2002 - February 2005
BJC HealthCare  June 2000 - April 2002
Alliance BlueCross BlueShield   June 1997 - May 2000
Ralston Purina  1982 - 1992

Skills
MySQL, SQL, Linux, XML, Software Development, JavaScript, Windows, PHP, Business Analysis, ASP.NET, Integration, Databases, HTML, Database Design, Unix, C#, C++, Visual Basic, Process Improvement, Visual Studio, PL/SQL, Microsoft Office, System Architecture, SDLC, Troubleshooting, Agile Methodologies, Software Documentation, Systems Analysis, Microsoft SQL Server, Requirements Analysis, iOS development, Mac OS X, Mobile Applications, Web Development, jQuery, C, .NET, Web Services, XHTML, CSS, Agile, Documentation, Operating Systems, AJAX, Application Development, Active Directory, System Administration, DB2, SEO, Apache

Education
Southeast Missouri State University   1975 — 1979
Bachelor of Science, Computer Science

Parkway Central Senior High   1973 — 1975
High School Degree

Sean Smothers Sean Smothers Greater St. Louis Area Details
Sean Smothers's Wells Fargo Advisors, LLC Experience June 2008 - January 2011
Job Senior Writer/Editor at Edward Jones
Industry Marketing and Advertising
Experience
KDHX Community Media  May 2015 - Present
Groovedigger Records   November 2013 - Present
Edward Jones  December 2010 - Present
Wells Fargo Advisors, LLC   June 2008 - January 2011
Bonneville International  October 2005 - November 2008
Life Skills  October 2006 - June 2008
St. Patrick Center  February 2006 - July 2006
Emmis Communications  November 2000 - September 2005
A.G. Edwards & Sons, Inc.   2000 - 2005
Office of Information Technology – SIUE   January 1996 - February 2001

Skills
Media Relations, Public Relations, Radio, Radio Broadcasting, Radio Producing, Radio Promotions, Marketing Strategy, Marketing Communications, Corporate Communications, Community Outreach, Publications, Published Author, Marconi, Series 7, series 66, Non-profits, Not-for-profit, Not-for-profit..., Microsoft Office, Adobe Creative Suite, Nonprofits, Advertising, Event Planning, Editing, Marketing, Strategic Communications, Press Releases, Broadcast, Copywriting, Fundraising, Storytelling, Photography, InDesign, Facebook, Leadership, Social Media Marketing, Internal Communications, Social Networking, Crisis Communications, Publicity, Blogging, Speech Writing, Copy Editing, Web Content, Interviews, Journalism, Creative Writing, Integrated Marketing, Content Development, AP Style

Education
Southern Illinois University, Edwardsville   1993 — 1998
B.S., Mass Communications

Webster University
Master's degree (in progress), Communications Management

Richard McFarland, PMP Richard McFarland, PMP Greater St. Louis Area Details
Richard McFarland, PMP's Wells Fargo Advisors, LLC Experience August 2009 - October 2010
Job Senior Project Manager at Citi
Industry Information Technology and Services
Experience
Citi  September 2014 - Present
Charter Communications  September 2013 - September 2014
Citi  December 2012 - September 2013
MasterCard  May 2012 - September 2012
Wells Fargo Advisors  June 2011 - May 2012
Savvis  October 2010 - May 2011
Wells Fargo Advisors, LLC   August 2009 - October 2010
Mastercard  August 2008 - August 2009
Charter Communications  2007 - 2008
NetPositive, Inc.   2006 - 2007

Skills
Vendor Management, Program Management, Process Improvement, PMP, Project Management, SDLC, Requirements Analysis, Training, PMO, Business Analysis, Visio, Business Intelligence, Software Documentation, Cross-functional Team..., CRM

Education
Southeast Missouri State University
Bachelor of Science in Business Administration, Marketing, Computer Science

Southeast Missouri State University
AAS Computer Technology, Business

Curtis Ko Curtis Ko Santa Clara, California Details
Curtis Ko's Wells Fargo Advisors, LLC Experience August 2010 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2010 - Present
Wells Fargo  October 2008 - August 2010
Wells Fargo Bank  January 2008 - October 2008

Education
San Jose State University   2002 — 2006
Bachelor of Business Administration, Marketing and Finance

Troy McIlroy Troy McIlroy Greater St. Louis Area Details
Troy McIlroy's Wells Fargo Advisors, LLC Experience September 1996 - Present
Job Technology Relationship Manager at Wells Fargo Advisors, LLC
Industry Information Technology and Services
Experience
Wells Fargo Advisors, LLC   September 1996 - Present
Wachovia Corporation (formerly A.G. Edwards)   September 1996 - March 2009
A.G. Edwards   1996 - 2007
Culter/Williams Consulting (Consulted at Edward Jones)   February 1994 - August 1996
Brown Shoe Company  January 1989 - January 1994

Skills
Mainframe, DB2, Oracle

Education
Southwestern Illinois College   1986 — 1993
Information Management

Southern Illinois University, Edwardsville   1989 — 1990
Management Information Systems

Sanford Brown College   1986 — 1987
Certificate, Systems Operations

Rick Hagedorn Rick Hagedorn Greater St. Louis Area Details
Rick Hagedorn's Wells Fargo Advisors, LLC Experience May 2011 - Present
Job Financial Advisor at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2011 - Present
Edward Jones  October 2007 - May 2011
Boise Office Solutions  December 1995 - October 2007
Word Technology   June 1989 - December 1995

Skills
Insurance, Investment Strategies, Strategic Planning, Marketing, Asset Allocation, 401k Rollovers, Succession planning, Business retirement..., Retirement Planning

Education
Santa Clara University   1973 — 1977

Institute of European Studies   1975 — 1976

John Burroughs

Jim Sodam Jim Sodam Greater St. Louis Area Details
Jim Sodam's Wells Fargo Advisors, LLC Experience November 2009 - May 2011
Job
Industry Information Technology and Services
Experience
Wells Fargo Advisors  January 2012 - Present
Centene Corporation  October 2011 - December 2011
USDA  May 2011 - October 2011
Perficient  November 2009 - May 2011
Wells Fargo Advisors, LLC   November 2009 - May 2011
Jaros Technologies  August 2008 - December 2008
Jaros Technologies  December 2003 - April 2008
Self Employed  January 2000 - January 2001

Skills
Informatica, ETL, Data Modeling, Data Warehousing, PL/SQL, SQL, Oracle, Data Integration, SDLC, Business Objects, Unix, Dimensional Modeling, Databases, Data Warehouse..., Erwin, Unix Shell Scripting, Microsoft SQL Server, Teradata, Integration, Data Marts, DB2, Shell Scripting, Database Design, SQL Tuning, Business Requirements, Testing, Oracle E-Business Suite

Education
Southern Illinois University, Edwardsville   2000 — 2003
Bachelor of Science

University of Missouri-Rolla   1998 — 2000
None

Paul Giacoletti, CFP® Paul Giacoletti, CFP® San Francisco Bay Area Details
Paul Giacoletti, CFP®'s Wells Fargo Advisors, LLC Experience January 2000 - Present
Job Senior Vice PresidentInvestment Officer at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC  January 2000 - Present

Skills
Investments, Finance, Insurance, Financial Services, Mutual Funds, Retirement Planning, Equities, Private Equity, Investment Strategies, Asset Allocation, 401k, Retirement, Alternative Investments, Estate Investment..., Investment Planning

Education
Santa Clara University School of Law   1986 — 1989
J.D., Law

University of California, Davis   1981 — 1985
Bachelor of Arts (B.A.), Political Science

Paula Kohl Paula Kohl Greater St. Louis Area Details
Paula Kohl's Wells Fargo Advisors, LLC Experience August 2009 - Present
Job Taxable Fixed Income Trader at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2009 - Present
Wells Fargo Advisors  March 2008 - August 2009
A G Edwards and Sons  June 2004 - March 2008
A.G. Edwards   1997 - 2008
A G Edwards  1986 - 1997
A G Edwards  1984 - 1986
A G Edwards  1981 - 1984
Lunneman and Co   1979 - 1981

Skills
Bonds, Series 7, Fixed Income, Series 63, Asset Allocation, Trading, Securities, Mutual Funds, MBS, Investments, Electronic Trading, Due Diligence

Education
Southern Illinois University, Edwardsville   1976 — 1979
BS, Accountng

Joseph Mansfield Joseph Mansfield Bend, Oregon Details
Joseph Mansfield's Wells Fargo Advisors, LLC Experience May 2004 - Present
Job Vice President Investments, Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2004 - Present

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

Education
Santa Clara University   1978 — 1982
B.S. in Political Science, Political Science, Economics

Casey Ames Casey Ames Austin, Texas Details
Casey Ames's Wells Fargo Advisors, LLC Experience November 2010 - June 2014
Job NFP
Industry Financial Services
Experience
Raymond James  June 2014 - Present
Wells Fargo Advisors, LLC   November 2010 - June 2014
Erben Associates   April 2008 - March 2010
Dell Children's Hospital  2005 - 2006

Skills
Series 7, Retirement Planning, Series 63, Wealth Management, Mutual Funds, Strategic Financial..., Investments, Retirement, Insurance, Fixed Annuities, Customer Service, Leadership, Public Speaking, Financial Analysis, Life Insurance, Long-term Care, Fundraising, Event Planning, Microsoft Office, Microsoft Excel

Education
University of North Texas   2000 — 2003
Bachelor of Arts (B.A.), Political Science/Spanish

Southwestern Assemblies of God University   1996 — 1998

Traci Kruse Traci Kruse Greater Minneapolis-St. Paul Area Details
Traci Kruse's Wells Fargo Advisors, LLC Experience October 2004 - September 2009
Job Occupational Therapist at Allina Hospitals & Clinics
Industry Hospital & Health Care
Experience
Allina Health  August 2012 - Present
Presbyterian Homes  September 2009 - October 2011
Wells Fargo Advisors, LLC   October 2004 - September 2009
Children's Theraplay   March 2009 - June 2009
North Memorial Home Health and Hospice   January 2009 - March 2009
Qwest Communications  May 1995 - August 2002

Skills
Customer Service, Microsoft Office, Project Management, Microsoft Excel, PowerPoint, Program Management, Management, Leadership, Clinical Research, Customer Satisfaction, Healthcare, Hospitals, Nonprofits, Occupational Therapy, Program Development, Public Speaking, Training, Mental Health

Education
St. Catherine University   2014 — 2017
Doctor of Occupational Therapy, Occupational Therapy/Therapist

College of St. Catherine   2004 — 2009
Masters, Occupational Therapy

College of St. Catherine   2004 — 2008
Bachelor of Science, Occupational Science

Bob Amberg Bob Amberg Greater New York City Area Details
Bob Amberg's Wells Fargo Advisors, LLC Experience July 2006 - Present
Job Vice President Senior Compliance Examiner Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2006 - Present

Education
Seton Hall University
B.S., Business Management & Industrial Relations

Deron Haake Deron Haake Greater St. Louis Area Details
Deron Haake's Wells Fargo Advisors, LLC Experience June 2008 - December 2010
Job Finance Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  November 2013 - Present
Wells Fargo Advisors  January 2011 - November 2013
Wells Fargo Advisors, LLC   June 2008 - December 2010
GMAC  May 1995 - May 1998

Education
Southern Illinois University, Carbondale   1983 — 1987
BS, Business

Nicole Oftelie Nicole Oftelie Minneapolis, Minnesota Details
Nicole Oftelie's Wells Fargo Advisors, LLC Experience September 2008 - March 2010
Job Optum Corporate Finance
Industry Health, Wellness and Fitness
Experience
UnitedHealth Group  April 2015 - Present
UnitedHealth Group  November 2013 - Present
UnitedHealth Group  February 2012 - November 2013
UnitedHealth Group  April 2010 - February 2012
Wells Fargo Advisors, LLC   September 2008 - March 2010

Skills
Financial Analysis, Financial Modeling, Finance, Strategic Financial..., Bloomberg

Education
University of Wisconsin-Madison - School of Business   2005 — 2009
B.B.A, Finance, Investment, & Banking

SDA Bocconi

Latha Viswanatha Latha Viswanatha Greater St. Louis Area Details
Latha Viswanatha's Wells Fargo Advisors, LLC Experience January 2010 - June 2011
Job Sr. QA Analyst
Industry Information Technology and Services
Experience
Wells Fargo Advisors, LLC   January 2010 - June 2011
Ralcorp Holdings  March 2009 - June 2009
Wachovia Securities, LLC  October 2007 - August 2008
A.G. Edwards & Sons, Inc.   November 1991 - September 2007

Skills
Regression Testing, DB2, Requirements Analysis, Visio, SDLC, Software Project..., Quality Assurance, SQL, Mainframe, Requirements Gathering, Integration, System Testing, Unix, Business Analysis, Testing

Education
St. Louis Community College
Certificate, Computer Science

St. Philomenas's College
BS, Science

Padma Kadasani Padma Kadasani Washington D.C. Metro Area Details
Padma Kadasani's Wells Fargo Advisors, LLC Experience November 2009 - April 2011
Job Application Development Analyst at Fannie Mae
Industry Information Technology and Services
Experience
Fannie Mae  May 2012 - May 2014
Fannie Mae  September 2011 - June 2012
GEICO  May 2011 - August 2011
Wells Fargo Advisors, LLC   November 2009 - April 2011
Capital One  August 2007 - November 2009
Cyber Resource Group  May 2004 - July 2007

Skills
Test Automation, Quality Center, Manual Testing, Software Development, Regression Testing, Quality Assurance, XML, ClearQuest, Test Automation..., QTP, Requirements Analysis, SDLC

Education
Sri Krishnadevaraya University   2000 — 2004
B.Tech, Computer Science

Robert Klett Robert Klett Minneapolis, Minnesota Details
Robert Klett's Wells Fargo Advisors, LLC Experience May 2012 - Present
Job WFA Regional Supervisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2012 - Present
Wells Fargo Advisors  May 2007 - May 2012
AXA Advisors  May 2005 - May 2007

Skills
Hold Series 7,66,9,10..., Hold MN Life&Health..., Securities, Series 7, Mutual Funds

Education
St. Cloud State University   2001 — 2005
BS, Entrepreneurship/Entrepreneurial Studies

Tim Brueggeman Tim Brueggeman Greater St. Louis Area Details
Tim Brueggeman's Wells Fargo Advisors, LLC Experience February 1993 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 1993 - Present

Skills
Retirement Planning, Investments, Mutual Funds, Retirement

Education
Southern Illinois University, Edwardsville   1989 — 1991
Bachelor's Degree, Business Administration

Gino Caira Gino Caira Greater St. Louis Area Details
Gino Caira's Wells Fargo Advisors, LLC Experience February 2012 - Present
Job Project Manager, Compliance Implementation Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2012 - Present
JPMorgan Chase  January 2011 - February 2012
Merrill Lynch  May 2008 - January 2011

Skills
Strategic Planning, Program Management, Project Management, Financial Advisory, Network Design, Research, Budget, Microsoft Office, Mac OS, Outlook, Team Management

Education
Southern Illinois University, Edwardsville
Bachelor's Degree, Electrical and Electronics Engineering

Kevin Davie, MBA Kevin Davie, MBA Saint Louis, Missouri Details
Kevin Davie, MBA's Wells Fargo Advisors, LLC Experience September 2011 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 2011 - Present
Severin Investments   August 2009 - August 2011
Southeast Missouri State University  January 2009 - December 2010

Skills
Financial Analysis, Microsoft Excel, Leadership, Insurance, Investments, Sales, Finance, Customer Service, Financial Modeling, Strategic Financial..., Retirement Planning, Strategic Planning, Risk Management, Analysis, Management, CRM, Portfolio Management, Small Business, New Business Development, Mutual Funds, Asset Allocation, Business Planning, Business Analysis, Business Development, Financial Planning

Education
Southeast Missouri State University
Master of Business Administration (MBA), Business Administration and Management, General

Southeast Missouri State University
Bachelor of Business Administration (B.B.A.), Financial Economics

Eric Cardenas Eric Cardenas Los Angeles, California Details
Eric Cardenas's Wells Fargo Advisors, LLC Experience January 2015 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2015 - Present
UBS  November 2008 - January 2015
Morgan Stanley Smith Barney  August 1992 - November 2008

Education
Santa Clara University   1988 — 1992
BA, Economics

Loyola High School   1984 — 1988
High School, Mathematics

Becky Harsey-Guebert Becky Harsey-Guebert Greater St. Louis Area Details
Becky Harsey-Guebert's Wells Fargo Advisors, LLC Experience 1998 - Present
Job Recruiting Coordinator at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   1998 - Present

Education
Southern Illinois University, Carbondale
Bachelor of Science Degree, Marketing

Craig Zvonar Craig Zvonar Greater Chicago Area Details
Craig Zvonar's Wells Fargo Advisors, LLC Experience August 2012 - March 2015
Job Vice President Senior Complex Risk Officer at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2012 - March 2015
Merrill Lynch  July 2011 - August 2012
Wells Fargo Advisors, LLC   May 2008 - July 2011
Fidelity Investments  July 2004 - December 2007
JB Oxford & Company  August 2001 - July 2004

Education
Southern Illinois University, Carbondale   1988 — 1992

Johnsburg High School

Scott Herndon Scott Herndon Woodstock, Georgia Details
Scott Herndon's Wells Fargo Advisors, LLC Experience October 2013 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2013 - Present
Edward Jones  September 2003 - September 2013
Bradford & Galt  1999 - 2003
Bradford & Galt  1998 - 2000

Skills
Investments, Wealth Management..., Relationship Management, Public Speaking, Time Management, Vendor Relationship..., Budgeting, Construction, Construction Estimating, Sales Presentations, Contract Negotiation

Education
Southern Illinois University, Edwardsville
Bachelor of Science (B.S.), Mass Communications

C Michael Tangora C Michael Tangora Urbana-Champaign, Illinois Area Details
C Michael Tangora's Wells Fargo Advisors, LLC Experience June 1968 - Present
Job Retired
Industry Leisure, Travel & Tourism
Experience
Knights of Columbus, Twin City Council 891   July 2013 - Present
Wells Fargo Advisors, LLC   June 1968 - Present
Wells Fargo Advisors  1968 - January 2012

Skills
Retirement Planning, Wealth Management, IRAs, Customer Service, Employee Benefits, Research, Fundraising, Series 7, Series 63, Retirement, Investment Advisory, Strategic Planning, Mutual Funds, Microsoft Office, Public Speaking, 401k, Nonprofits

Education
S I U, Carbondale, Il   1963 — 1968
Business/Marketing

So Illinois Univ   1963 — 1968
BS Business School of Marketing

Southern Illinois University, Carbondale   1963 — 1968
BS, Markieting and Engineering

Dwanna West Dwanna West Raleigh-Durham, North Carolina Area Details
Dwanna West's Wells Fargo Advisors, LLC Experience Sale Assoscite/ Seasonal ManagerMacy'sAugust 2009 - November 2010
Job teller at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   Sale Assoscite/ Seasonal ManagerMacy'sAugust 2009 - November 2010

Education
Shaw University   2005 — 2009
Business Admistration, Management

Bradley Grayson, CFP Bradley Grayson, CFP San Francisco Bay Area Details
Bradley Grayson, CFP's Wells Fargo Advisors, LLC Experience November 2008 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 2008 - Present
Morgan Stanley  November 2000 - October 2008

Skills
Investments, Financial Advisory, Mutual Funds, Asset Managment, Equities, Risk Management, Retirement Planning, Asset Allocation, Investment Advisory, Investment Strategies, Alternative Investments, Securities

Education
San Jose State University   1997 — 2000
Business Administration, Finance and Accounting

Christopher Caputo Christopher Caputo Greater New York City Area Details
Christopher Caputo's Wells Fargo Advisors, LLC Experience February 2011 - December 2014
Job Investment Advisor at National Securities
Industry Financial Services
Experience
National Securities  January 2015 - Present
Wells Fargo Advisors, LLC   February 2011 - December 2014
UBS  January 2006 - December 2011

Skills
Series 7, Retirement Planning, Securities, Asset Allocation, Series 63, Portfolio Management, Investments, Retail Brokerage, Asset Management, Investment Advisory, Alternative Investments, Separately Managed..., Retirement, Mutual Funds, Equities, Workout, Financial Advisory, Fixed Income, Wealth, Loans, Portfolios, Bonds, Underwriting, Debt, Wealth Transfer, Investment Strategies, Capital Markets, Servicing, High Net Worth..., Managed Accounts, 401k, Treasury Services, MBS, Comprehensive Wealth..., Mergers, Estate Planning, Private Wealth..., Stocks, Structured Products, Asset, Options, Private Placements, Annuities, Series 65, FINRA, Managing Accounts, Fixed Annuities, Wealth Management..., Uniform Combined State..., 401k Rollovers

Education
St. Francis College   1980 — 1985
BA, Management

Ryan Pelhank Ryan Pelhank Ballwin, Missouri Details
Ryan Pelhank's Wells Fargo Advisors, LLC Experience June 2012 - Present
Job Compliance Analyst at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 2012 - Present
Scottrade  November 2006 - June 2012
Ameriprise Financial Services, Inc.   October 2004 - November 2006

Skills
Social Media, Management, Microsoft Office, Finance, Team Management, Leadership, Training, Investments, Bass Fishing, Bowhunting, Compliance

Education
Southeast Missouri State University   1999 — 2004
Bachelor's degree, General Studies

Gretchen Mager Gretchen Mager Murphysboro, Illinois Details
Gretchen Mager's Wells Fargo Advisors, LLC Experience 2012 - Present
Job Operations Liaison at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2012 - Present

Skills
Customer Service, Equities, Outlook, Business Analysis, Financial Analysis

Education
Southern Illinois University, Carbondale

Kristin (Vesia) Prentice Kristin (Vesia) Prentice Charlotte, North Carolina Area Details
Kristin (Vesia) Prentice's Wells Fargo Advisors, LLC Experience December 2012 - September 2014
Job Senior Registered Client Associate at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  September 2014 - Present
Wells Fargo Advisors, LLC   December 2012 - September 2014
Wells Fargo Advisors, LLC   August 2009 - December 2012
Morgan Stanley Smith Barney  April 2006 - August 2009

Skills
Retirement Planning, 401k, Financial Services, Asset Allocation, Wealth Management..., Equities, Retirement, Financial Advisory, 401k Rollovers, Mutual Funds, Securities

Education
George Mason University - School of Management
Bachelor of Science (B.S.), Finance, General

St. John's University
Actuarial Science

Eric Norris Eric Norris Seattle, Washington Details
Eric Norris's Wells Fargo Advisors, LLC Experience October 2014 - Present
Job Market Compliance Specialist, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2014 - Present
Wells Fargo Advisors LLC  October 2013 - September 2014

Education
St. Cloud State University
Bachelor of Arts (B.A.), Economics

Mary Mak Mary Mak San Francisco, California Details
Mary Mak's Wells Fargo Advisors, LLC Experience November 2012 - Present
Job Administrative Assistant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 2012 - Present
DZH Phillips LLP  September 2008 - March 2011

Skills
Outlook, Administrative..., Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Data Entry, Spreadsheets, Office Management

Education
San Francisco State University

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