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
Chris Krobisch Chris Krobisch Charlotte, North Carolina Area Details
Chris Krobisch's Wells Fargo Advisors, LLC Experience April 2012 - Present
Job Vice President Product Manager
Industry Financial Services
Experience
Wells Fargo Advisors  April 2015 - Present
Wells Fargo Advisors, LLC   April 2012 - Present
Wells Fargo Advisors, LLC   March 2009 - April 2012
Wachovia Securities, LLC  March 2007 - March 2009
Wachovia Securities/Prudential Securities   June 2002 - March 2007
Andover Brokerage, LLC  October 2000 - June 2002
DLJ Direct  April 1999 - August 2000

Skills
Business Analysis, Staff Mentoring, Staff Development, Team Leadership, Retail Brokerage, Operations Management, Technology Integration, Series 7, Series 63, Mutual Funds, Process Improvement, Strategy, Securities, Investments

Education
Oswego State University   1995 — 1999
Bachelor of Science, Business Management; Finance

State University of New York College at Oswego   1995 — 1999
Bachelor of Science, Business Management; Finance

References

Sam Nemirovsky Sam Nemirovsky Greater Philadelphia Area Details
Sam Nemirovsky's Wells Fargo Advisors, LLC Experience September 2008 - November 2010
Job VP, Funding Specialist
Industry Banking
Experience
BizLender LLC   October 2015 - Present
Wells Fargo  November 2013 - Present
Wells Fargo  December 2012 - November 2013
Wells Fargo  December 2010 - November 2012
Wells Fargo Advisors, LLC   September 2008 - November 2010
Summit Lending Inc   February 2004 - September 2008
The Vanguard Group  March 1998 - August 1998

Skills
Investments, Finance, Strategy, Mortgage Lending, Small Business, Management, Financial Planners, High Net Worth..., Personal Finance, Loans, Banking, Credit, FINRA, Mortgage Banking, Loan Origination, Commercial Lending

Education
Temple University - Fox School of Business and Management   1999 — 2003
Businass Administartion, Marketing

Lower Moreland

Stuart E. Roberts Stuart E. Roberts Birmingham, Alabama Area Details
Stuart E. Roberts's Wells Fargo Advisors, LLC Experience September 2012 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 2012 - Present
Sterne Agee  August 2006 - September 2012
Merrill Lynch  1991 - 2006
Georgia Pacific Corporation  April 1986 - April 1991

Skills
Finance, Securities, Retirement Planning, Customer Service, CRM, Sales, Financial Analysis, Insurance, Risk Management, Retail, Strategic Investment...

Education
The Citadel   1979 — 1983
BA, Business Administration

Sean McCullough Sean McCullough Houston, Texas Details
Sean McCullough's Wells Fargo Advisors, LLC Experience April 2013 - May 2015
Job Financial Advisor at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley  June 2015 - Present
Wells Fargo Advisors, LLC   April 2013 - May 2015

Skills
Investments, Portfolio Management, Strategic Financial..., Estate Planning, Financial Advisory, Series 7

Education
Texas State University-San Marcos
Bachelor of Business Administration (BBA), Finance

Jennifer Burtsfield Jennifer Burtsfield Orange, Texas Details
Jennifer Burtsfield's Wells Fargo Advisors, LLC Experience November 2001 - November 2012
Job Partner at Cowling & Burtsfield Wealth Management, LLC
Industry Financial Services
Experience
Cowling & Burtsfield Wealth Management, LLC   November 2012 - Present
Wells Fargo Advisors, LLC   November 2001 - November 2012
Edward Jones  September 1999 - November 2001

Skills
Retirement Planning, Retirement, 401k Rollovers, Financial Advisory, Wealth Accumulation, Wealth, Investments, IRAs, 401k, Asset Allocation, Investment Strategies, Finance, Variable Annuities, Fixed Annuities, Mutual Funds, Securities, ETFs, Alternative Investments, Estate Investment...

Education
Stephen F. Austin State University   1987 — 1990
Bachelor of Arts (B.A.), Communication, General

Clare N. Jensen Clare N. Jensen Greater Minneapolis-St. Paul Area Details
Clare N. Jensen's Wells Fargo Advisors, LLC Experience May 2014 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC.   May 2014 - Present
Wells Fargo Advisors, LLC.   February 2014 - April 2014
Wells Fargo Advisors, LLC   March 2009 - February 2014
UBS Financial Services  December 2006 - August 2008
Piper Jaffray  September 2002 - August 2006
Piper Jaffray  October 1995 - September 2002
Piper Jaffray  April 1994 - October 1995
Piper Jaffray  August 1992 - April 1994

Education
University of San Diego   1991 — 1991
Paralegal Certificate, Specialty: Corporations and Real Estate

St. Olaf College   1987 — 1991
Bachelor of Arts, Double Major: Economics (with a Management Concentration) and Urban Studies

Lawrence Natale Lawrence Natale Albany, New York Details
Lawrence Natale's Wells Fargo Advisors, LLC Experience January 2009 - Present
Job Senior Vice President Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2009 - Present
Smith Barney  May 2002 - January 2009
Merrill Lynch  March 1994 - May 2002

Skills
Financial Services, Retirement, Securities, Finance, Coaching, Retirement Planning

Education
State University of New York College at Plattsburgh   1989 — 1993
Bachelor of Science (BS), Business Economics

Gregory Bassett Gregory Bassett Houston, Texas Details
Gregory Bassett's Wells Fargo Advisors, LLC Experience May 2007 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2007 - Present
Pennzoil  June 1981 - April 2003

Education
Texas Tech University   1977 — 1981
Bachelor of Business Administration (BBA), Accounting

Dustin Sandlin, CFP® Dustin Sandlin, CFP® Sherman, Texas Details
Dustin Sandlin, CFP®'s Wells Fargo Advisors, LLC Experience September 2005 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 2005 - Present

Skills
Financial Advisory, Asset Allocation, Personal Financial..., Life Insurance

Education
Texas Tech University   2002 — 2005
Masters of Science, Personal Financial Planning

Bruno Lombardo, CFP(R) Bruno Lombardo, CFP(R) Buffalo/Niagara, New York Area Details
Bruno Lombardo, CFP(R)'s Wells Fargo Advisors, LLC Experience August 2005 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2005 - Present
Morgan Stanley  July 2000 - August 2005

Skills
Asset Allocation, Investments, Retirement Planning, 401k Rollovers, Investment Strategies, Strategic Planning, Estate Investment..., Multigenerational..., Securities, Finance, Wealth Management, Series 7, Mutual Funds, Uniform Combined State..., Series 63, Portfolio Management

Education
State University of New York College at Geneseo   1996 — 2000

Frontier Central School

Amanda Walker Amanda Walker Charlotte, North Carolina Area Details
Amanda Walker's Wells Fargo Advisors, LLC Experience October 2008 - December 2009
Job Business Analyst/Jr. PM @ Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo  May 2015 - Present
Bank of America  June 2014 - May 2015
Zenmonics Inc  February 2013 - May 2014
Zenmonics Inc  October 2012 - February 2013
Zenmonics Inc  September 2011 - October 2012
ITT Technical Institute  January 2011 - September 2011
W2 Financial Staffing   December 2009 - January 2011
Wells Fargo Advisors, LLC   October 2008 - December 2009
Life Saver's of America, Inc   May 2007 - May 2008
Daniel J. Farnsworth Law   October 2005 - February 2006

Skills
Business Strategy, CRM, Microsoft Excel, Sales, Recruiting, Microsoft Word, Salesforce.com, Customer Service, PowerPoint, Leadership, Performance Management, New Business Development, Social Networking, Marketing, Networking, Microsoft Office, Retail, Time Management, Team Leadership, Training, Human Resources, Management, Outlook, Interviews, Sales Operations, Access, Strategic Planning, Competitive Analysis, Business Analysis, Telecommunications, Applicant Tracking..., Program Management, Change Management, Process Improvement, Vendor Management, Lead Generation, Employee Relations, Sourcing, Technical Recruiting, Employee Benefits, Team Building, Business Development, Strategy, Talent Acquisition, Contract Recruitment, Databases, Project Management, SDLC, Internet Recruiting, Software Documentation

Education
The Chicago School of Professional Psychology   2008 — 2011
MA, I/O Psychology

Tri-State University   2001 — 2005
BS, Criminal Justice/ Psychology

Vision Training Systems
PMP Certification Training

W. R. Buddy Bryan W. R. Buddy Bryan Dallas, Texas Details
W. R. Buddy Bryan's Wells Fargo Advisors, LLC Experience January 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2014 - Present
Morgan Stanley  June 2009 - June 2013
Citigroup Global Markets  July 1993 - June 2009
Lehman Brothers  April 1991 - July 1993

Skills
Retirement Planning, Mutual Funds, Wealth Management, Investments, Securities, Asset Allocation, Strategic Financial..., Retirement, Equities, Portfolio Management, Fixed Income, Series 7

Education
Texas A&M University   1984 — 1990
Bachelor of Arts (B.A.), Kinesiology

Alex Fontana Alex Fontana Ocala, Florida Details
Alex Fontana'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
Cohen Commercial Realty, Inc.   May 2013 - September 2013
Wells Fargo  July 2012 - May 2013
Wells Fargo  July 2011 - July 2012
Advance Auto Parts  October 2008 - August 2011

Skills
Finance, Customer Service, Financial Analysis, Investments, Strategic Financial..., Leadership, Mutual Funds, Time Management, Financial Planning, Personal Financial..., Estate Planning, Marketing, 401k Rollovers, Variable Annuities, Indexed Annuities, Fixed Annuities, Sales, Banking, Real Estate, Accounting, Microsoft Excel, Real Estate Economics, Credit, Retail, Commercial Real Estate, Forecasting, Mortgage Lending, Loans, Customer Satisfaction, Cash Management

Education
Florida State University   2011 — 2013
Bachelor of Science (BS), Finance and Real Estate, Graduate

Tallahassee Community College   2009 — 2010
Associate in Arts, Business

Forest High School

Joseph O'Connell Joseph O'Connell Berwyn, Pennsylvania Details
Joseph O'Connell's Wells Fargo Advisors, LLC Experience 2008 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2008 - Present
Morgan Stanley Smith Barney  1989 - 2008

Skills
Investments, Retirement Planning, Mutual Funds, Asset Allocation, Public Speaking, Securities, Nonprofits, Series 63, Financial Services

Education
Temple University   1984 — 1987
Bachelor of Applied Science (B.A.Sc.), Finance, General

Alicia Coullier Borghi Alicia Coullier Borghi Richmond, Virginia Details
Alicia Coullier Borghi's Wells Fargo Advisors, LLC Experience December 2010 - Present
Job Financial Consultant of Morris, Wiltshire & Borghi Financial Consulting Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC  December 2010 - Present
RBC Wealth Management  February 2001 - December 2010
Branch Cabell & Company   March 1994 - February 2001

Skills
Retirement Planning, Finance

Education
State University of New York College at Plattsburgh   1988 — 1992
Bachelor of Science (BS), Marketing/Marketing Management, General

LeRoy Creech LeRoy Creech Sumter, South Carolina Details
LeRoy Creech's Wells Fargo Advisors, LLC Experience May 2007 - Present
Job Branch Manager First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2007 - Present

Skills
Finance, Asset Allocation, Retirement, Financial Services, Fixed Annuities, Insurance, Risk Management, Financial Analysis

Education
The Citadel   1983 — 1987
BA IN BUSINESS ADMINISTRATION

James Ostrowski James Ostrowski Los Angeles, California Details
James Ostrowski's Wells Fargo Advisors, LLC Experience November 2012 - Present
Job First Vice President at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 2012 - Present
Morgan Stanley  August 2008 - November 2012

Skills
Financial Services

Education
University of Phoenix   2005 — 2007
Master of Business Administration (M.B.A.), Global Management

The Catholic University of America   1992 — 1996
Bachelor of Arts (B.A.), English Language and Literature

Dane Parilo Dane Parilo Lutz, Florida Details
Dane Parilo's Wells Fargo Advisors, LLC Experience January 2002 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2002 - Present

Skills
401k Rollovers, Business-owner Planning, Insurance, Tax-efficient Strategies, Wealth Preservation..., Advisory Products &...

Education
University of South Florida   1988 — 1991
B.A. Speech Communications, Psychology

Manatee Community College
Associate of Arts (AA)

Judy Greffe Judy Greffe Austin, Texas Details
Judy Greffe's Wells Fargo Advisors, LLC Experience 1981 - Present
Job VPInvestments, CRPC®, Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC  1981 - Present

Skills
Retirement Planning, Retirement Income, Long Term Care Insurance, IRA RollOvers, 401K Plans, Annuities, Social Security..., Investments, IRAs & Roth IRAs, Insurance

Education
The University of Texas at Austin   1965 — 1967
B.A., Political Science, English, Education

Texas State University-San Marcos   1963 — 1965
Political Science and Government/ English

Kevin Dyerly Kevin Dyerly Greater San Diego Area Details
Kevin Dyerly's Wells Fargo Advisors, LLC Experience September 1994 - Present
Job Senior Financial Advisor, CIMC AAMS at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 1994 - Present

Education
The American College
Master of Science (MSFS), Financial Planning and Services

Andrew Jacobson, CRPS® Andrew Jacobson, CRPS® Washington D.C. Metro Area Details
Andrew Jacobson, CRPS®'s Wells Fargo Advisors, LLC Experience June 2013 - Present
Job Financial Advisor
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 2013 - Present
Morgan Stanley  April 2013 - May 2013
Allied Telecom Group  November 2011 - April 2013
Capitol Endeavors, LLC   October 2011 - April 2013
Herb Gordon Volvo   June 2011 - November 2011
Circulation Promotions Unlimited, Inc.   April 2011 - June 2011
Santoy Hospitality   2010 - 2011

Skills
Telecommunications, Customer Service, Customer Relations, Public Speaking, Microsoft Office, PowerPoint, Word, Excel, Research, Strategic Planning, Social Media, Account Management, Microsoft Excel, Sales, Networking, Training, Salesforce.com, Microsoft Word, VoIP, Security, Project Management, Troubleshooting, Managed Services, Cloud Computing, Process Improvement, Contract Negotiation, Direct Sales, New Business Development, Business Development, Program Management, Team Building, Leadership, Management, Solution Selling, Risk Management, Team Leadership, Customer Satisfaction, Strategic Partnerships, Sales Management, CRM, Cold Calling, Project Planning, Sales Process, Sales Operations, SaaS, Selling, Vendor Management, Customer Retention, Lead Generation, Data Center

Education
The Catholic University of America   2011 — 2016
BA/MSM, Business Management, 3.6 GPA

Thomas Sprigg Wootton High School   2005 — 2008
High School Diploma, General Studies

Peter Parlapiano MBA, M.S. Peter Parlapiano MBA, M.S. Houston, Texas Area Details
Peter Parlapiano MBA, M.S.'s Wells Fargo Advisors, LLC Experience May 2006 - July 2006
Job Franklin, Parlapiano, Turner, and Welch LLC
Industry Financial Services
Experience
Franklin, Parlapiano, Turner, and Welch LLC   July 2012 - Present
Texas Tech University  August 2009 - May 2012
Franklin, Turner, and Welch LLC   May 2009 - August 2011
BBVA Wealth Solutions Inc   May 2008 - August 2008
Wells Fargo Advisors LLC  May 2006 - July 2006

Education
Texas Tech University   2009 — 2012
Master of Business Administration (MBA), General Business

Texas Tech University   2009 — 2012
Master of Science (M.S.), Personal Financial Planning

Texas Christian University - M.J. Neeley School of Business   2005 — 2009
B.B.A., Finance

Cy Springs

Cy Springs

Scott Harlander Scott Harlander Syracuse, New York Details
Scott Harlander's Wells Fargo Advisors, LLC Experience August 2001 - Present
Job Senior Vice PresidentInvestment Officer, at The Valeriano, Mckenney and Harlander Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2001 - Present
Smith Barney  1988 - 2001

Skills
Retirement Planning, 401k Rollovers

Education
State University of New York Institute of Technology at Utica/Rome   1982 — 1984

State University of New York College of Agriculture and Technology at Morrisville   1980 — 1982

Angelo Ciliento, CFP® Angelo Ciliento, CFP® Scottsdale, Arizona Details
Angelo Ciliento, CFP®'s Wells Fargo Advisors, LLC Experience February 2009 - Present
Job Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2009 - Present
UBS Financial  December 2000 - February 2009
Merrill Lynch  October 1988 - December 2000

Skills
Public Speaking, Retirement Planning, Investments, Financial Analysis, Asset Management, Insurance, Financial Services, Risk Management, Asset Allocation

Education
The College of New Jersey   1976 — 1980
Bachelor's degree, Political Science and Government

Bryan Addleman Bryan Addleman Greater San Diego Area Details
Bryan Addleman's Wells Fargo Advisors, LLC Experience January 2005 - January 2012
Job Senior Consultant at AKT Wealth Advisors
Industry Investment Management
Experience
AKT Wealth Advisors  January 2012 - Present
Wells Fargo Advisors, LLC   January 2005 - January 2012

Education
Stanford University   1992 — 1997
BS, Industrial Engineering

Jo Lynn Grooms, CRC® Jo Lynn Grooms, CRC® Houston, Texas Details
Jo Lynn Grooms, CRC®'s Wells Fargo Advisors, LLC Experience January 1988 - Present
Job First Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 1988 - Present
Dean Witter Reynolds Inc.  January 1984 - January 1988

Education
Texas A&M University   1979 — 1983
Bachelor of Business Administration (B.B.A.), Finance

Joel Lucas Joel Lucas Greater Denver Area Details
Joel Lucas's Wells Fargo Advisors, LLC Experience May 2010 - May 2011
Job Sales at ColdQuanta, Inc.
Industry Professional Training & Coaching
Experience
ColdQuanta, Inc.   August 2015 - Present
Rapid International USA, Inc.   March 2014 - 2015
Staying Busy While Seeking Approprate Employment   January 2013 - February 2014
RMI Laser  August 2011 - November 2012
Wells Fargo Advisors, LLC   May 2010 - May 2011
Tridaq, Inc.   August 2009 - March 2010
Three Value Logic Sales Institute  February 2007 - March 2009
ProSource Development  December 2005 - July 2006
Digital Insight Corporation   May 2002 - December 2004
Wipro Technologies  October 2000 - December 2001

Skills
Business to Business..., Public Speaker, Project Manager, Managerial Experience, Trainer, Management, Sales Management, B2B, Public Speaking, Sales, Negotiation, Sales Process, Sales Operations, Forecasting, Team Building, SaaS, Selling, Salesforce.com, Account Management, Solution Selling, Lead Generation, Business Development, Coaching, Enterprise Software, Training, Cold Calling, New Business Development, CRM, Sales Presentations, Direct Sales, Strategic Partnerships, Leadership, Start-ups, Marketing, Strategy, Marketing Strategy, Channel Partners, Key Account Management, Professional Services, Competitive Analysis, Cross-functional Team..., Data Center, Trade Shows

Education
Syracuse University
Bachelor of Science, Marketing

Doug Carnahan Doug Carnahan Albany, New York Area Details
Doug Carnahan's Wells Fargo Advisors, LLC Experience September 2010 - November 2012
Job Vice President at Citizens Financial Group
Industry Financial Services
Experience
Citizens Financial Group, Inc.   November 2012 - Present
Wells Fargo Advisors LLC  September 2010 - November 2012
Morgan Stanley Smith Barney  August 1990 - September 2010
Smith Barney  1992 - 1996

Skills
Wealth Management..., Personal Financial..., Retirement Planning, Estate Planning, Lending, Insurance, Risk Management, Investment Management, Equities, Fixed Income, Separately Managed..., Mutual Funds, Variable Annuities, Fixed Annuities, Public Speaking, Series 63, Series 7, Series 65, Alternative Investments, Financial Advisory, Retirement, Portfolio Management, Financial Services, High Net Worth..., Retirement Plan..., Wealth Accumulation, Asset Management, Wealth Management, Investment Advisory

Education
State University of New York at New Paltz   1985 — 1989
Bachelor's Degree, Finance, Economics

Martin Link Martin Link Buffalo, New York Details
Martin Link's Wells Fargo Advisors, LLC Experience December 1997 - Present
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   December 1997 - Present
Fisher Price  June 1970 - October 1995

Skills
Investments, Management, Finance

Education
State University of New York at Buffalo - School of Management   1971 — 1975
Bachelor of Science (BS), Management

Chester S. (Chip) Johnson, Jr. Chester S. (Chip) Johnson, Jr. San Antonio, Texas Details
Chester S. (Chip) Johnson, Jr.'s Wells Fargo Advisors, LLC Experience 2003 - 2012
Job Financial Services Professional/Performance & Process Improvement Specialist/Relationship Building Specialist
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2003 - 2012
USAA Investment Management Company  1998 - 2002
USAA Investment Management Company  1993 - 1998
USAA Investment Management Company  1991 - 1993

Skills
Risk Management, Financial Analysis, Strategic Financial..., Policy Analysis, Policy Writing, Performance Improvement, Process Improvement, Training Needs Analysis, Account Management, Customer Service, Consultative Sales..., Leadership, Project Planning, Team Building, Strategic Planning, Project Management, Management, Program Management, Analysis, Investments, Executive Management, Portfolio Management, Business Process..., Strategy, Leadership Development, Training, Financial Services, Organizational..., Vendor Management, Budgets, Business Development, Performance Management, Business Planning, Change Management, Forecasting, Human Resources, Business Strategy

Education
Texas A&M University
Bachelor of Business Administration (B.B.A.), Marketing

University of Wyoming
Master of Business Administration (M.B.A.), Business Administration and Management

Aaron Zielinski Aaron Zielinski Norfolk, Virginia Area Details
Aaron Zielinski's Wells Fargo Advisors, LLC Experience March 2008 - June 2012
Job Director of Finance and Corporate Controller at AVMAC LLC
Industry Aviation & Aerospace
Experience
AVMAC LLC   August 2015 - Present
Capital One  January 2015 - July 2015
Capital One  October 2014 - July 2015
Capital One  April 2013 - March 2015
Wells Fargo Advisors, LLC   March 2008 - June 2012
US Navy  July 1997 - May 2008

Skills
Leadership, Organizational..., Finance, Budgets, Process Improvement, Project Planning, Data Analysis, Operational Planning, Risk Management, Navy, Human Resources, Management, Program Management, Associate Engagement, Account Management, Team Building, Team Leadership, Employee Engagement, Coaching, Awesomeness in the..., Customer Service, Call Centers, Training, Mutual Funds, Military, Analysis, Cross-functional Team..., Portfolio Management, Sales, Communication Skills, Critical Thinking, Proposal Writing, Retirement Planning, Logistics, Relationship Management, Security Clearance, Collaboration, High Organizational..., Active Listening, Open Minded, Logistics Management, Series 7, Microsoft Office, Budget, Public Speaking, Briefing, Interactive Learning, Government Contracting, Problem Solving, Process Management

Education
The College of William and Mary - The Mason School of Business   2006 — 2007
MBA, Business

Mary Washington College   1993 — 1997
B.A. International Affairs, International Relations and Affairs

Old Dominion University   2012 — 2012
Virginia Teacher Licensure, Education, Provisional (Career Switcher) License

Personal Finance Institute (Virginia Council on Economic Education)   2012 — 2012
w!se Financial Literacy Certification, Personal Finance

Green Run High School   1989 — 1993
Honors Graduate

Matt Watson, AIF®, C(k)P® Matt Watson, AIF®, C(k)P® Charleston, South Carolina Area Details
Matt Watson, AIF®, C(k)P®'s Wells Fargo Advisors, LLC Experience March 2009 - Present
Job First Vice President Investments
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 2009 - Present
Merrill Lynch  1999 - 2009

Skills
Retirement Plan..., 401k, Qualified Retirement..., Asset Allocation, ETFs, Employee Benefits, Defined Benefit, Retirement Planning, ERISA, ESOP, Cash Balance, Profit Sharing, Investment Due Diligence, Benchmarking Analysis, Retirement Readiness, Employee Education

Education
UCLA Anderson School of Management Executive Education   2012 — 2013
The Retirement Advisor University, C(k)P Designation

The Citadel   1993 — 1997
BA, Psychology

Tim Winterhalter Tim Winterhalter Buffalo/Niagara, New York Area Details
Tim Winterhalter's Wells Fargo Advisors, LLC Experience October 1997 - Present
Job First Vice President Investment Officer at Wells Fargo Advisors LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 1997 - Present

Education
State University of New York College at Buffalo   1992 — 1996
Bachelors of Science, Economics/Finance

Orchard Park High School   1985 — 1989

Fred Thorp Fred Thorp Irving, Texas Details
Fred Thorp's Wells Fargo Advisors, LLC Experience August 2012 - November 2013
Job Financial Professional
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2012 - November 2013
PlainsCapital Bank  June 2007 - January 2012
J&M Steel Company   June 2002 - June 2007
Self Employed  January 2000 - May 2002
Spade Ranches Ltd.   1994 - 2000

Skills
Analysis, Finance, Investments, Operations Management, Purchasing, Credit, Real Estate, Credit Risk, Cash Flow, Portfolio Management, Financial Analysis, Risk Management, Commercial Lending, Sales, Loans, Credit Analysis, Banking, Strategic Financial..., Mortgage Lending, Wealth Management

Education
Texas Tech University   1987 — 1989
MS, Finance/Economics

Texas Tech University   1983 — 1987
BS, Agriculture Education

Justin Rees Justin Rees Sarasota, Florida Area Details
Justin Rees's Wells Fargo Advisors, LLC Experience 2010 - July 2012
Job Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co.   June 2012 - Present
Wells Fargo Advisors, LLC   2010 - July 2012
Robert W. Baird  2008 - 2010

Skills
Financial Modeling, Financial Analysis, Investments, Securities, Portfolio Management, Valuation, Corporate Finance, Finance, Capital Markets, Investment Banking, Private Equity, Risk Management, Due Diligence, Investor Relations

Education
University of Florida   2007 — 2008
MBA

Tecnológico de Monterrey   2006 — 2007
MBA

University of Florida   2001 — 2006
BS - Agricultural and Biological Engineering

Pine View

Riverview High School
High School

Grady Buchan Grady Buchan Syracuse, New York Area Details
Grady Buchan's Wells Fargo Advisors, LLC Experience May 1997 - Present
Job Branch Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 1997 - Present

Skills
Strategic Planning, Team Building, Sales Management, Financial Analysis, Management, Retirement Planning, Risk Management, Investments, Coaching, Credit Analysis, Customer Service, Finance, Mutual Funds, Income Statement, Insurance, P

Education
Syracuse University
MBA, Science

Universityof Colorado (Boulder)
Bachelor of Science (B.S.), Marketing

Heather Michail Heather Michail Seattle, Washington Details
Heather Michail's Wells Fargo Advisors, LLC Experience November 2013 - September 2014
Job Solutions Specialist at D.A. Davidson Companies
Industry Financial Services
Experience
D.A. Davidson Companies   September 2014 - Present
Wells Fargo Advisors, LLC   November 2013 - September 2014
Wells Fargo  January 2013 - November 2013
D.A. Davidson & Co.   November 2004 - October 2012
D.A  September 2004 - September 2012
Missoula Symphony Association   May 2009 - February 2011
D.A  September 2009 - December 2009
Sherpa Mountain Import Co   June 2001 - April 2004
University of Montana  September 2001 - May 2003

Skills
Customer Service, Customer Relations, Strategic Planning, Word, Excel

Education
The University of Montana   1996 — 2003
Graduate Program, Communication Studies; Registered Paraplanner

University of Montana   1996 — 2000
BA Arts, Organizational Communication Studies

Stellenbosch University/Universiteit Stellenbosch   1999 — 1999

Robert Kernan, Jr., MS, CFP® Robert Kernan, Jr., MS, CFP® Greater Philadelphia Area Details
Robert Kernan, Jr., MS, CFP®'s Wells Fargo Advisors, LLC Experience May 1993 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 1993 - Present

Skills
Investments, Financial Advisory, Retirement Planning, Retirement, Securities, Risk Management, Finance, Personal Finance, Insurance, Mutual Funds, Asset Allocation, Management, Long-term Care, Financial Services, Series 63, Alternative Investments, Series 7, Portfolio Management, Investment Management, Wealth Management, Financial Planning, Investment Strategies

Education
Stockton University   1990 — 1993
BA, Financial Management

Frank L. Netti, CIMC®, CIMA® Frank L. Netti, CIMC®, CIMA® Syracuse, New York Area Details
Frank L. Netti, CIMC®, CIMA®'s Wells Fargo Advisors, LLC Experience August 1976 - Present
Job Senior Vice President Investment Officer at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors. LLC  August 1976 - Present
Singer Electromode   April 1972 - July 1973

Skills
Retirement, Financial Analysis, Hedge Funds, Mutual Funds, Equities, Securities, Financial Advisory, Insurance, Investments, Retirement Planning, Alternative Investments, Risk Management, Investment Strategies, Financial Modeling, Customer Service, Finance, Fixed Income, 401k

Education
Syracuse University   1982 — 1987
BA, English

State University of New York College at Buffalo   1969 — 1971
BA, Mathematics

Cayuga Community College   1967 — 1969
AS, Mathematics

Barrie Hewlett Barrie Hewlett Charlotte, North Carolina Details
Barrie Hewlett's Wells Fargo Advisors, LLC Experience October 2006 - Present
Job CLU, VP Sales Advisory Conslutant,Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2006 - Present
Morgan Stanley  July 1998 - October 2006
Barnett Banks, Trust Co.   August 1990 - March 1998

Skills
Retirement Planning, Series 7, Uniform Combined State..., Series 63, Team Building, Vendor Management, Operations Management, Customer Satisfaction, Team Leadership, Microsoft Office, Budgets, Outlook, Management, Financial Services, Leadership, Sales, Coaching, Fixed Annuities, Training, Life Insurance, Estate Planning, Financial Planning

Education
The American College   2013 — 2015
CLU, Insurance and Retirement Planning

Wes Oliver Wes Oliver Fort Worth, Texas Details
Wes Oliver's Wells Fargo Advisors, LLC Experience January 1996 - March 2011
Job Vice President Private Wealth Management at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co.   March 2011 - Present
Wells Fargo Advisors, LLC   January 1996 - March 2011
Wachovia Securities Financial Network  November 2007 - January 2009
A G Edwards  January 1996 - November 2007
Emerson Electric Co.  June 1993 - December 1995
Steve's Foreign Car Parts   1986 - 1991

Skills
Wealth, IRAs, Investment Advisory, Wealth Management..., Series 63, Retirement, Small Business, Series 7, Finance, Financial Services, Sales, Investment Strategies, Investment Management, Capital Markets, Risk Management, Asset Management, Investments, Portfolio Management, Insurance, Strategic Planning, Management, Fixed Income, Due Diligence, Valuation, 401k, Fixed Annuities, Private Equity, Hedge Funds, Financial Advisory, Bonds, Banking, Financial Modeling

Education
Texas A&M University   1988 — 1993
Bachelor of Science (B.S.), Industrial Distribution

Arlington Heights High School   1983 — 1988
High School, High School

Gary Greco Gary Greco Johnstown, New York Details
Gary Greco's Wells Fargo Advisors, LLC Experience August 2008 - Present
Job Branch Manager, First Vice PresidentInvestment Officer Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2008 - Present

Skills
Wealth Management, Financial Services, Strategy, Investments, Asset Allocation, Management, Securities, Mutual Funds, Finance, Alternative Investments, Equities

Education
Syracuse University - Maxwell School of Citizenship and Public Affairs   1977 — 1981
BS, Political Science

Syracuse University - S. I. Newhouse School of Public Communications   1977 — 1981
BA, Communications

Daniel Berge Daniel Berge Bellevue, Washington Details
Daniel Berge's Wells Fargo Advisors, LLC Experience December 1998 - Present
Job Associate Vice President Investments PIM Portfolio Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   December 1998 - Present
Prudential Securities  January 1994 - December 1998

Skills
retirement planning, investment planning, income investing, tax-efficient strategies, Risk Management, Domestic Partner..., education planning, Insurance, individual retirement..., Qualified Retirement..., 401k Rollovers, Investments, Retirement Planning

Education
University of Washington   1987 — 1989
Master of Business Administration (MBA), Finance, General

University of Minnesota-Twin Cities   1979 — 1982
Bachelor's degree, Japanese

St. Olaf College   1974 — 1978
Bachelor's degree, Philosophy

Bill Wright III Bill Wright III Houston, Texas Details
Bill Wright III's Wells Fargo Advisors, LLC Experience February 2009 - Present
Job First Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2009 - Present

Skills
Wealth Preservation..., Asset Allocation, Estate Investment..., Finance, Leadership, Investments, Strategic Financial..., Insurance, Due Diligence, Small Business, Executive Management, Valuation, Financial Analysis, Financial Modeling, Real Estate, Private Equity, Mutual Funds

Education
The University of Texas at Austin   1970 — 1972
Masters of Public Affairs

Texas State University-San Marcos   1967 — 1970
Bachelor of Arts (B.A.), Sociology

Tim Howell Tim Howell Wayne, Pennsylvania Details
Tim Howell's Wells Fargo Advisors, LLC Experience February 2012 - January 2014
Job Financial Advisor, KadesMargolis Corporation
Industry Financial Services
Experience
Kades-Margolis Corporation  March 2014 - Present
Wells Fargo Advisors LLC  February 2012 - January 2014
Equinox Distributors   February 2009 - November 2011
ICON Advisers  March 2007 - September 2008
Protective Life  January 2006 - January 2008
New York Life  2004 - 2006
Lincoln Financial Distributors  2000 - 2004
SunAmerica  1999 - 2000

Skills
Series 7, Mutual Funds, Annuities, Hedge Funds, Alternative Investments, Investments, Financial Markets, Managed Accounts, Managed Futures, Wholesaling, Public Speaking, Series 66, Insurance, Fixed Annuities, Strategic Financial..., 401k, Wholesale, Uniform Combined State..., Retirement Planning, Managing Accounts, Portfolio Management, Estate Planning, Wealth Management..., Retirement, Financial Services, Financial Planning, Wealth Management

Education
Temple University - Fox School of Business and Management   1993 — 1996
BBA, Economics

Girard College   1983 — 1991
College Prep, College/University Preparatory and Advanced High School/Secondary Diploma Program

Mike Ovitt Mike Ovitt Buffalo/Niagara, New York Area Details
Mike Ovitt's Wells Fargo Advisors, LLC Experience January 2007 - Present
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2007 - Present
AG Edwards & Sons, Inc.   September 1984 - January 2007
L.F. Rothchild, Unterberg, Towbin   March 1982 - September 1984

Skills
IRAs, Asset Allocation, Financial Advisory, Mutual Funds, Finance, Equities, Insurance, Retirement, 401k, Fixed Annuities, Investment Strategies, Alternative Investments, Investments, Asset Management, Retirement Planning, Financial Planning, Wealth Management, Portfolio Management, Investment Advisory, Securities, Financial Services, Estate Planning, Series 7

Education
The College of Saint Rose   1977 — 1979
Bachelor of Science, Business Administration/Finance

Warrensburg Central School   1970 — 1973
High School Degree, Business/Accounting

Lisa Doche Lisa Doche Scottsdale, Arizona Details
Lisa Doche's Wells Fargo Advisors, LLC Experience April 1987 - Present
Job Senior Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 1987 - Present
Morgan Stanley Dean Witter  June 1984 - April 1987
Schneider, Burnett & Hickman   September 1982 - June 1984

Skills
Retirement Planning, Comprehensive..., Charitable Gift Planning, Insurance and risk..., Life event planning, Executive stock options..., Preparing heirs for..., College Savings Plans, Mutual Funds, 401k Rollovers, Finance, Securities, Customer Service, Retirement, Financial Analysis, Sales

Education
Renaissance Charitable Giving Institute   1996 — 1996
Charitable Planned Giving

Texas Tech University   1980 — 1984
Bachelor of Business Administration (BBA), Finance

Harry F. Mehlman, Jr. Harry F. Mehlman, Jr. Egg Harbor City, New Jersey Details
Harry F. Mehlman, Jr.'s Wells Fargo Advisors, LLC Experience February 2011 - September 2012
Job Founder/Broker of Record at Cedar Creek Realty LLC
Industry Real Estate
Experience
Cedar Creek Realty LLC   March 2015 - Present
the Neighborhoods of Cedar Creek   November 2012 - February 2015
Wells Fargo Advisors, LLC   February 2011 - September 2012
GMAC Mortgage  2008 - 2009
Mehlman Realty Group   1991 - 1996

Skills
Series 7, Series 66, Retirement Planning, Wealth Management, 401k Rollovers, Investment Advisory, Mutual Funds, IRAs, Retirement, Saving for Education, Asset Allocation, Fixed Annuities, 529 Plans, Health Insurance, Term Life Insurance, Real Estate License, Real Estate Transactions, Mortgage Lending, Residential Mortgages, Reverse Mortgages, Residential Homes, Refinance, First Time Home Buyers, Sellers, FHA, New Home Sales, Investments, Short Sales, Condos, Wealth, Investment Properties, Foreclosures, Real Estate, Single Family Homes, Mortgage Banking, Mortgage Marketing

Education
Temple University
Applied Sciences

Dobbins Vo-Tech H. S.
Machine Design

Ari M. Litvin, ChFC Ari M. Litvin, ChFC Germantown, Tennessee Details
Ari M. Litvin, ChFC's Wells Fargo Advisors, LLC Experience March 2008 - Present
Job Senior Vice President, Complex Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 2008 - Present
Morgan Stanley  August 1998 - March 2008
Merrill Lynch  September 1996 - August 1998

Skills
Relationship Management, Financial Services, Risk Management, Securities, Strategic Planning, Brokerage, Financial Advisory

Education
California Lutheran University   2012 — 2016
Master of Business Administration (MBA), Financial Planning and Services

The American College   2004 — 2006
Chartered Financial Consultant

University of Colorado at Boulder   1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government

Brantley Madebach, ChFC Brantley Madebach, ChFC Greater Atlanta Area Details
Brantley Madebach, ChFC's Wells Fargo Advisors, LLC Experience November 2014 - Present
Job Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 2014 - Present
Ameriprise Financial Services, Inc., Bryant Carroll & Associates   June 2012 - September 2014
Georgia Tech Athletic Association  2010 - 2012
SunTrust Investment Services, Inc.   2009 - 2010
White Horse Advisors, LLC  2003 - 2009

Education
The University of Georgia   1998 — 2003
Bachelor of Business Administration (BBA), Marketing

The American College
ChFC® (Chartered Financial Consultant®), Financial Planning

Sheldon Benge, CFP® Sheldon Benge, CFP® Dallas/Fort Worth Area Details
Sheldon Benge, CFP®'s Wells Fargo Advisors, LLC Experience March 2010 - Present
Job Financial Advisor with Benge Financial Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 2010 - Present
The Ayco Company, L.P.   May 2007 - March 2010

Skills
Financial Advisory, Investments, Retirement Planning, Wealth Strategies

Education
Texas A&M University
Bachelor of Science, Finance

The University of Dallas
Master of Business Administration

Brian A. Bishop Brian A. Bishop Greater New York City Area Details
Brian A. Bishop's Wells Fargo Advisors, LLC Experience 2005 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2005 - Present

Education
State University of New York at Buffalo   1989 — 1991
BA, Political Science

State University of New York College at Fredonia

Siria Pylar Pinkston Siria Pylar Pinkston Dallas/Fort Worth Area Details
Siria Pylar Pinkston's Wells Fargo Advisors, LLC Experience June 2012 - Present
Job Financial Advisor, First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 2012 - Present
Morgan Stanley Smith Barney  September 1994 - June 2012
Banc One Securities  June 1986 - September 1994

Skills
Investments, Securities, Alternative Investments, Financial Services, Finance, Asset Allocation, Mutual Funds, Due Diligence, Employee Benefits, Communication, Retirement Planning, Investment Strategies, FINRA, Insurance, Portfolio Management, Asset Management, Financial Analysis

Education
Texas Christian University - M.J. Neeley School of Business   1982 — 1986
BBA, Finance/Real Estate and Political Science

Sharla Covington Sharla Covington Tyler, Texas Area Details
Sharla Covington's Wells Fargo Advisors, LLC Experience April 2001 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2001 - Present

Skills
Investments, Retirement Planning, Asset Allocation, Insurance, Variable Annuities, Securities, Mutual Funds, Investment Strategies, Risk Management, 401k Rollovers, IRAs, Mortgage Lending

Education
Stephen F. Austin State University   1983 — 1987
Bachelor of Business Administration (BBA)

Rusk High School   1979 — 1983

Anne Larkin Anne Larkin Richmond, Virginia Area Details
Anne Larkin's Wells Fargo Advisors, LLC Experience August 2009 - July 2010
Job Attorney
Industry Law Practice
Experience
Attorney at Law  January 2010 - Present
Neutral Arbitrator for FINRA   July 1990 - Present
Neutral Arbitrator for American Arbitration Association   July 1990 - Present
Financial Industry Regulatory Authority (FINRA)   August 2012 - April 2013
Wells Fargo Advisors, LLC   August 2009 - July 2010
Well Fargo Advisors, LLC, formerly Wachovia Securities   April 2004 - August 2009
Wells Fargo Advisors, LLC, formerly Wachovia Securities   September 2002 - April 2004
Carlile Patchen & Murphy LLP  January 2000 - September 2002

Skills
Legal Services, Arbitration, Alternative Dispute..., Securities, Securities Regulation, Litigation, FINRA, Mediation, Commercial Litigation, Dispute Resolution, Corporate Law, AML, Civil Litigation, Legal Research, Corporate Governance, Policy, Financial Services, Licensing, Legal Writing, Legal Assistance, Anti Money Laundering

Education
University of Oklahoma College of Law   1982 — 1985
JD with highest honors

Texas Christian University   1978 — 1981
BA Magna Cum Laude

Marina Pochoumenski Marina Pochoumenski Houston, Texas Details
Marina Pochoumenski's Wells Fargo Advisors, LLC Experience 2014 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2014 - Present
AXA Advisors  2013 - 2014
Pride International  June 2010 - August 2010
Pride International  June 2009 - January 2010
Momentum Audi   June 2008 - August 2008

Skills
Sales, Access, Mutual Funds, Finance, Microsoft Excel

Education
Texas State University   2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance

Andrew Iadeluca Andrew Iadeluca Greater New York City Area Details
Andrew Iadeluca's Wells Fargo Advisors, LLC Experience March 2013 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC  March 2013 - Present

Skills
Investments, Retirement Planning, 401k Rollovers, Networking, Financial Analysis, Estate Strategies, Client Relations, Business Development, Business Advisory

Education
Syracuse University - Martin J. Whitman School of Management   2000 — 2004
BS, Finance, Marketing

Paul VI high school   1996 — 2000

Paul Benge Paul Benge Dallas/Fort Worth Area Details
Paul Benge's Wells Fargo Advisors, LLC Experience August 2006 - Present
Job First Vice President Investments with Benge Financial Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2006 - Present
Smith Barney and predecessors   May 1986 - August 2006

Skills
Financial Advisory, Investments, Retirement Planning, Wealth Strategies

Education
Texas A&M University

Dan Bazar Dan Bazar Austin, Texas Area Details
Dan Bazar's Wells Fargo Advisors, LLC Experience December 2014 - Present
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Investment Management
Experience
Wells Fargo Advisors, LLC   December 2014 - Present

Skills
Investments, 401k, Financial Advisory, Retirement Income..., Financial Guidance, Long Term Care Insurance, Mutual Funds, Bonds, Equities, Annuity Sales, Stocks, 529 Plans, College Savings Plans, Life Insurance

Education
Texas A & M Corpus Christi
Bachelor of Science (B.S.), Business

Texas A&M University-Corpus Christi

Alex Bertin Alex Bertin Greater St. Louis Area Details
Alex Bertin's Wells Fargo Advisors, LLC Experience November 1998 - Present
Job PC/LAN Analyst 4
Industry Computer Hardware
Experience
Wells Fargo Advisors, LLC   November 1998 - Present
A.G. Edwards & Sons, Inc.   November 1998 - June 2008

Education
St. Louis Community College   1995 — 1998

Todd Robinson Todd Robinson Greater St. Louis Area Details
Todd Robinson's Wells Fargo Advisors, LLC Experience July 2009 - March 2011
Job Senior Consultant at Daugherty Business Solutions
Industry Information Technology and Services
Experience
Daugherty Business Solutions  December 2014 - Present
Oakwood Systems Group  May 2013 - December 2014
Midwest Employers Casualty Company  May 2011 - April 2013
Anheuser-Busch InBev  March 2011 - May 2011
Wells Fargo Advisors, LLC   July 2009 - March 2011
Anheuser-Busch  December 2006 - July 2009
Wells Fargo Home Mortgage  March 2005 - November 2006
A.G. Edwards   October 2000 - February 2005
Bunge of North America   April 2000 - October 2000
Mallinckrodt  April 2000 - October 2000

Skills
SSRS, SSAS, SSMS, Hyperion, SQL Server 2008 R2, Data Warehousing, ETL, Teradata, Business Intelligence, Datastage, SQL Server, Shell Scripting, Data Modeling, SSIS, Database Design, Oracle SQL, PL/SQL, Erwin, Data Integration, MS Project, XML, Unix, Unix Shell Scripting, Visio, R, GNU Octave, Analytics, Oracle, Business Objects, Data Quality, SQL, Analysis Services, SQL Server Management..., Agile Methodologies

Education
Washington University-CAIT   2012 — 2012

Ralph Kimball University   2000 — 2000
Fundamentals of Data Warehousing

Webster University   1990 — 1992
Bachelor of Arts, Computer Studies

St. Louis Community College
General Studies

STLMCS

Brian Leeton Brian Leeton Corpus Christi, Texas Area Details
Brian Leeton's Wells Fargo Advisors, LLC Experience October 2004 - Present
Job First Vice President Branch Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2004 - Present
Charles Schwab & Co  July 1998 - August 2004
MAPA,, Inc   June 1995 - September 1997

Education
Texas A&M University-Commerce
Bachelors

Nathan Sorenson Nathan Sorenson Texarkana, Texas Details
Nathan Sorenson's Wells Fargo Advisors, LLC Experience June 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
Wells Fargo Advisors LLC  June 2015 - Present
Sorenson Trucking   June 2014 - December 2014
Momentis International  June 2013 - June 2014

Skills
Management, Social Networking, Leadership, Microsoft Office, Sales, Team Building, Event Planning, Microsoft Excel, Business Development, Negotiation, Sales Management, Customer Service, PowerPoint, Social Media, Public Speaking

Education
Texas A&M University   2011 — 2014
Bachelor's degree, Sports Management

John Marshall Cain John Marshall Cain Columbia, South Carolina Details
John Marshall Cain's Wells Fargo Advisors, LLC Experience June 2008 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 2008 - Present
Wachovia Bank  2004 - 2008
Circuit City  1999 - 2004
The Chamber Company LLC   1995 - 1999
Circuit City  1988 - 1995

Skills
Investments, Financial Analysis, Finance, Management, Sales, Leadership, Retirement, Insurance, Risk Management, Investment Strategies, Asset Management, Inventory Management

Education
The Citadel   1984 — 1988
BA, Mathematics with Minor in Business

Madeleine DiFiore Madeleine DiFiore Charlotte, North Carolina Details
Madeleine DiFiore's Wells Fargo Advisors, LLC Experience September 2013 - July 2015
Job Mutual Fund Trader at LPL Financial
Industry Financial Services
Experience
LPL Financial  July 2015 - Present
Wells Fargo Advisors, LLC   September 2013 - July 2015
The Diamondback Tavern   November 2012 - May 2013
B2 Restaurants  2006 - 2013
Artful Gourmet Bistro   August 2011 - April 2012

Skills
Time Management, Customer Service, People Skills, Research, Microsoft Office, Social Media, Strategic Planning, Phone Etiquette, Cashiering, Cash Handling Experience, Determination to Succeed, Learning Quickly, Series 7, Series 63, Management

Education
Stevenson University   2010 — 2013
Bachelor's degree, Business Administration

Allen Short Allen Short Minneapolis, Minnesota Details
Allen Short's Wells Fargo Advisors, LLC Experience August 2012 - Present
Job Financial Advisor, CERTIFIED FINANCIAL PLANNER professional at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2012 - Present
Bank of America Merrill Lynch  July 2009 - August 2012
Morgan Stanley  January 2007 - July 2009

Skills
Financial Advisory, Retirement Planning, Retirement, Investments, Risk Management, Strategic Planning, Multigenerational..., Asset Allocation, Mutual Funds, Securities

Education
Stanford University   1986 — 1987

The Johns Hopkins University   1970 — 1974
Bachelor’s Degree, American History & Literature

John Pigg John Pigg Austin, Texas Details
John Pigg's Wells Fargo Advisors, LLC Experience 2000 - Present
Job Managing Director Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2000 - Present
Prudential Financial  1995 - 1999
Morgan Keegan & Co Inc  1993 - 1995
Capitol Securities   1979 - 1993
Austin Securities   1977 - 1979
Onion Creek Country Club   1975 - 1977

Skills
Investment Planning, Asset, Retirement Planning;, Retirement, 401, Risk, Multigenerational..., Investments, Marketing, Retirement Planning, Management

Education
Stephen F. Austin State University   1969 — 1974
Bachelor's degree, Education

Brent Napier Brent Napier Paris, Texas Details
Brent Napier's Wells Fargo Advisors, LLC Experience September 1994 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 1994 - Present

Education
Texas A&M University
BBA, Finance

Timothy Gordon Timothy Gordon Walnut Creek, California Details
Timothy Gordon's Wells Fargo Advisors, LLC Experience October 2014 - August 2015
Job Options Trader at Self Employed
Industry Financial Services
Experience
Self Employed  August 2015 - Present
Wells Fargo Advisors, LLC   October 2014 - August 2015
Wells Fargo Private Bank  August 2013 - October 2014
Merrill Lynch  July 2011 - November 2012
State Farm Insurance – James VonEiff Agency   January 2010 - January 2011
Merrill Lynch  June 2009 - September 2009
Nassau County Legislature  December 2006 - December 2008

Skills
Strategic Financial..., Investments, Financial Services, Strategy, Insurance, Financial Advisory, Capital Markets, Technical Analysis, Cash Management, Commodity, Investment Management, Life Insurance, Relationship Management, Fixed Annuities, Due Diligence, Finance, Long-term Care, Loans, Credit, Economics, Emerging Markets, Estate Planning, 401k, Derivatives, Private Equity, Retirement, Risk Management, Bloomberg, Valuation, Hedge Funds, Financial Analysis, Bonds, Fixed Income, Alternative Investments, Financial Modeling, Retirement Planning, Investment Advisory, Equities, Investment Strategies, Securities, Mutual Funds, Financial Markets, Trading, Asset Allocation, Options Strategies

Education
State University of New York College at Oneonta   2006 — 2009
2009 Bachelor of Science, Business Economics

Lynbrook High School   2002 — 2005

Josh Lowry Josh Lowry Austin, Texas Area Details
Josh Lowry'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
Hackett Financial Group, LLC   March 2014 - February 2015
Caldwell International Securities Corporation   October 2013 - March 2014
Wimberley Lawn Care, LLC   March 2009 - May 2013
Cypress Creek Church   June 2004 - May 2013

Skills
Investments, Helping Others Succeed, Management, Team Leadership, Customer Service, Public Speaking, Finance, Leadership, Business Strategy, Small Business, Financial Advisory, Account Management, Equities, ETFs, Mutual Funds, Asset Allocation, Entrepreneurship, Strategic Planning, Retirement Planning, Life Insurance, Investment Planning, Portfolio Analysis, Wealth Planning, Wealth Transfer, Portfolio Construction

Education
Texas State University   2000 — 2004
Bachelor of Business Administration (B.B.A.), Management

Faith West Academy   1997 — 2000

Byong Lee Byong Lee Greater Philadelphia Area Details
Byong Lee's Wells Fargo Advisors, LLC Experience September 2014 - Present
Job Brokerage Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 2014 - Present
Wells Fargo Bank, N.A.   September 2014 - Present
Wells Fargo Bank, N.A.   January 2012 - August 2014

Skills
Loans, Credit, Relationship Management, Banking, Financial Services, Sales, Small Business Lending, Consumer Lending, Finance, Home Equity Loans, Refinance, Financial Analysis, Series 63, Series 6, Insurance, Mutual Funds, Mortgage Lending, Corporate Finance, Financial Modeling, Loan Origination

Education
Temple University - Fox School of Business and Management   2006 — 2010
Bachelor’s Degree, Finance Management Information Systems

Bette Lynn Roberts Bette Lynn Roberts New Haven, Connecticut Details
Bette Lynn Roberts's Wells Fargo Advisors, LLC Experience July 2014 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2014 - Present
Wells Fargo  January 2012 - June 2014
Wells Fargo  February 2006 - December 2011

Skills
Financial Services, Retirement Planning, 401k Rollovers, Investments, Insurance, Business-Owner Planning, Financial Advisory, Multigenerational..., Wealth-Preservation..., Relationship Management, Asset Allocation, Fixed Income Strategies

Education
Syracuse University   1975 — 1976
Master's Degree, Public Administration

The College of New Rochelle   1970 — 1974
Bachelor's Degree

Matthew Marcolina, ChFC Matthew Marcolina, ChFC Philadelphia, Pennsylvania Details
Matthew Marcolina, ChFC's Wells Fargo Advisors, LLC Experience November 2005 - March 2015
Job Senior Director Investments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc.   March 2015 - Present
Wells Fargo Advisors, LLC   November 2005 - March 2015
Morgan Stanley  January 1997 - 2005

Skills
Investments

Education
The American College   2002 — 2006
Chartered Financial Consultant, Financial Planning and Services

Temple University   1998 — 2000
2000, Political Science, Business

University of Pittsburgh   1995 — 1998

Nick LaPenna Nick LaPenna Rochester, New York Details
Nick LaPenna's Wells Fargo Advisors, LLC Experience July 2013 - Present
Job Financial Advisor
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2013 - Present
Criterion Management LLC.  July 2011 - July 2013
Coca Cola North America  April 2010 - August 2010

Education
SUNY Brockport   2008 — 2011
Marketing, Business Administration and Management, General

Brewster High School   2005 — 2008

Jean Fan-Ning Jean Fan-Ning Anchorage, Alaska Details
Jean Fan-Ning's Wells Fargo Advisors, LLC Experience August 2002 - Present
Job Vice PresidentInvestments, Financial Advisor, MBA
Industry Financial Services
Experience
Wells Fargo Advisors, Llc   August 2002 - Present
BP  January 1996 - October 1998

Skills
Investments, Finance, Financial Analysis, Financial Services, Strategic Planning, Series 7, Portfolio Management, Upstream, Program Management, Risk Management

Education
University of Anchorage Alaska   1999 — 2002
MBA, Business Managemnet

Texas A&M University   1990 — 1993
M.S., Petroleum Engineering

University of Petroleum (East China)   1978 — 1982
B.S., Mathematics

Tony Capeloto Tony Capeloto Greater Seattle Area Details
Tony Capeloto's Wells Fargo Advisors, LLC Experience 2011 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC  2011 - Present

Skills
Finance, Investments, Retirement Planning, Small Business, Asset Allocation, Investment Strategies, 401k, Retirement, Microsoft Excel, Financial Statement..., Business Valuation, Financial Modeling, Equity Research Analysis, SQL, VBA, Wealth Management

Education
Seattle University   2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance

Stanford Continuing Studies
Value Investing

Sandy Cella Sandy Cella Conshohocken, Pennsylvania Details
Sandy Cella's Wells Fargo Advisors, LLC Experience 2014 - Present
Job Senior Client Associate at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2014 - Present
Stillwater Capital Advisors   June 2010 - March 2014
Morgan Stanley Smith Barney  1991 - 2010
Goldman Sachs  1985 - 1991

Education
Temple University   1985 — 1987

Gary Clint Jones, Jr. Gary Clint Jones, Jr. Columbia, South Carolina Area Details
Gary Clint Jones, Jr.'s Wells Fargo Advisors, LLC Experience December 2013 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC  December 2013 - Present
Wells Fargo Bank N.A  March 2012 - December 2013
Wells Fargo Bank N.A  February 2010 - March 2012
Wachovia Bank N.A  July 2009 - February 2010
Elliott Davis, LLC  September 2007 - March 2009
Northwestern Mutual Financial Network  May 2006 - August 2006

Skills
Financial Analysis, Accounting, Financial Planners, Financial Reporting, Insurance, High Net Worth..., Auditing, Microsoft Excel, Account Reconciliation, Financial Accounting, Risk Management, Asset Allocation, Securities, Invstments, Stock Analysis, Investment Strategies, Retirement Planning, Financial Planning

Education
The Citadel   2003 — 2007
Bachelor of Science, Business Administration; Accounting

Ridge View High School   1998 — 2002

Jay McMahon Jay McMahon Boulder, Colorado Details
Jay McMahon's Wells Fargo Advisors, LLC Experience December 2000 - Present
Job Associate Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC  December 2000 - Present

Education
Temple University - Fox School of Business and Management   1985 — 1988
Bachelors of Business Admisitration, Finance

Tatiana Balli, CRPC® Tatiana Balli, CRPC® Brownsville, Texas Area Details
Tatiana Balli, CRPC®'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

Education
The University of Texas at Brownsville   2000 — 2004
Bachelors, Accounting

Tecnológico de Monterrey   2001 — 2002
Licenciado en Contaduría Publica, Accounting

Dan Herman, CRPC® Dan Herman, CRPC® Philadelphia, Pennsylvania Details
Dan Herman, CRPC®'s Wells Fargo Advisors, LLC Experience January 2009 - November 2014
Job Financial Advisor with Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Signature Capital Wealth Management Group of Wells Fargo Advisors   November 2014 - Present
Wells Fargo Advisors, LLC   January 2009 - November 2014
Ameriprise Financial Services, Inc.   May 2007 - January 2009
Frazer, Wayman, Zirinsky & Associates   January 2006 - May 2007
Home Generator Company   June 2004 - January 2006

Skills
Investments, Retirement Planning, College Savings Plans, College Education..., Mutual Funds, ETFs, Stocks, Bonds, Fixed Annuities, Variable Annuities, Economics, Finance, Equities

Education
Temple University - Fox School of Business and Management   2000 — 2004
Bachelor of Business Administration (BBA), Business Management/Finance

Upper Dublin High School   1996 — 2000

Kevin Oleszewski Kevin Oleszewski Trenton, New Jersey Details
Kevin Oleszewski's Wells Fargo Advisors, LLC Experience February 2014 - April 2015
Job Private Banker
Industry Financial Services
Experience
Wells Fargo  April 2015 - Present
Wells Fargo Advisors, LLC   February 2014 - April 2015
Merrill Lynch  October 2012 - February 2014
Merrill Lynch  June 2012 - October 2012
UBS Wealth Management  May 2011 - June 2012

Skills
Retirement Planning, Investments, Financial Analysis, Fixed Annuities, Financial Services, PowerPoint, Finance, Insurance, Microsoft Word, Microsoft Office, Wealth Accumulation..., Financial Modeling, Financial Reporting, Financial Advisory, Estate Planning, Portfolio Management, Sales, Life Insurance, Problem Solving, Corporate Retirement..., Financial Markets, College Savings Plans, Accident & Health..., Client Services, Financial Planning, Variable Annuities, Unit Investment Trusts, Mutual Funds, Separately Managed..., Microsoft Excel, Cash Flow Analysis, Customer Service, Wealth Transfer..., Tax Free Income..., Credit Management, Home Equity Lines of..., Revolving Lines of...

Education
Temple University   2015 — 2016
Certificate in Financal Planning

Neumann University   2008 — 2012
Bachelor's Degree, Accounting, 3.1

Andre Goddard Andre Goddard Visalia, California Details
Andre Goddard's Wells Fargo Advisors, LLC Experience March 2009 - Present
Job Vice PresidentInvestments at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 2009 - Present
Smith Barney  January 2000 - March 2009
Buckman-Mitchell, Inc.   December 1994 - January 2000

Skills
Securities, Series 7, Retirement Planning, 401k, Investment Strategies, Insurance, Investments, Management, Retirement, Estate Planning, Fixed Annuities, Financial Services, Small Business, Finance, Wealth Management, Customer Service, Mutual Funds, Financial Planning, Financial Analysis, Portfolio Management, Financial Advisory, Team Building, Life Insurance, Asset Management

Education
Southwest Texas State University   1976 — 1979
Bachelor of Science (B.S.), Criminal Justice/Law Enforcement Administration

Dana G. Elston II Dana G. Elston II Pittsford, New York Details
Dana G. Elston II's Wells Fargo Advisors, LLC Experience February 2007 - Present
Job First Vice PresidentInvestment Officer, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2007 - Present
Morgan Stanley Wealth Management  November 1986 - February 2007
IHOP  May 1974 - January 1986

Skills
Investments, Financial Advisory, Retirement, IRAs, 401k Rollovers, Retirement Planning, Mutual Funds, Asset Allocation, Fixed Annuities, Investment Strategies, Saving for Education, Securities, 529 Plans, Strategic Planning

Education
Syracuse University   1979 — 1980

Cory Herring, CRPC® Cory Herring, CRPC® Linwood, New Jersey Details
Cory Herring, CRPC®'s Wells Fargo Advisors, LLC Experience April 2008 - Present
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC  April 2008 - Present

Education
Syracuse University   2003 — 2007
Bachelor of Arts (BA), Economics

Adam Tirapelle Adam Tirapelle Fresno, California Area Details
Adam Tirapelle's Wells Fargo Advisors, LLC Experience 2009 - Present
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2009 - Present
Merrill Lynch  February 2006 - February 2009
Wrestling Broadcast, Inc.   September 2003 - June 2008
Spray Force Manufacturing   January 2005 - January 2006
McGladrey Capital Markets LLC  August 2003 - January 2005

Education
University of Illinois at Urbana-Champaign - College of Business   2001 — 2003
MBA, Finance

University of Illinois at Urbana-Champaign   1997 — 2001
BS, Kinesiology

Stanford University   1996 — 1997

Corey Brannum, CRPC Corey Brannum, CRPC Dallas/Fort Worth Area Details
Corey Brannum, CRPC's Wells Fargo Advisors, LLC Experience May 2008 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2008 - Present
First Command Financial Planning  May 2007 - May 2008
Texas Air National Guard  January 2000 - January 2007
United States Air Force  December 1996 - December 2000

Education
Texas Christian University - M.J. Neeley School of Business   2004 — 2007
Bachelor of Business Administration, Finance

Richard Morrow, CFP® Richard Morrow, CFP® Charlotte, North Carolina Area Details
Richard Morrow, CFP®'s Wells Fargo Advisors, LLC Experience February 2004 - Present
Job First Vice President Investments, Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2004 - Present
Morgan Stanley  June 1993 - February 2004

Education
The Citadel   1989 — 1993
B.S., Business Administration

Angela J. Kiefer, CFP® Angela J. Kiefer, CFP® Wayzata, Minnesota Details
Angela J. Kiefer, CFP®'s Wells Fargo Advisors, LLC Experience February 2005 - November 2011
Job First Vice PresidentFinancial Advisor at RBC Wealth Management
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2005 - November 2011
RBC Dain Rauscher  December 1998 - August 2004
John G. Kinnard & Co.   1979 - 1998

Education
Saint Catherine University   2007 — 2012
BS

Stephens College   1979 — 1980

Scott Hancock Scott Hancock Greater St. Louis Area Details
Scott Hancock's Wells Fargo Advisors, LLC Experience October 2009 - April 2011
Job Sr. Business Systems Analyst at Magellan Behavioral Health
Industry Information Technology and Services
Experience
Magellan Health Services  December 2012 - Present
Magellan Health Services  August 2012 - December 2012
Wells Fargo Advisors  February 2012 - August 2012
Biomedical Systems  May 2011 - January 2012
Bradford & Galt  October 2009 - January 2012
Wells Fargo Advisors, LLC   October 2009 - April 2011
Amdocs  September 1997 - December 2008
First Data Resources  August 1994 - September 1997
Credit Systems Incorporated   August 1990 - August 1994
Reliable Life Insurance  July 1987 - August 1990

Skills
Testing, Data Conversion, Programming, Technical Analysis, Root Cause Analysis, SQL, SharePoint, SDLC, Visio, COBOL, Oracle, Business Analysis, DB2, Microsoft SQL Server, PL/SQL

Education
University of Missouri-Rolla   1985 — 1987
BS, Computer Science (M), Math (m)

St. Louis Community College   1983 — 1985
Computer Science

Eureka

Jim Adamec, CFP® Jim Adamec, CFP® Warren, New Jersey Details
Jim Adamec, CFP®'s Wells Fargo Advisors, LLC Experience February 2009 - Present
Job Financial Advisor
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2009 - Present
Somerville, NJ   April 2010 - Present

Skills
Strategic Financial..., Investments, Retirement, Alternative Investments, Finance, Retirement Planning, Wealth Management, Mutual Funds, Portfolio Management, Equities, IRAs, Fixed Income, Securities

Education
The College of New Jersey   1988 — 1992

SJV

Greg Strnadel Greg Strnadel Tyler, Texas Details
Greg Strnadel's Wells Fargo Advisors, LLC Experience March 1999 - Present
Job Complex Manager at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 1999 - Present
Wells Fargo Advisors, LLC   March 1999 - Present

Skills
Wealth Management, Asset Allocation, Securities, Mutual Funds, Investments, Asset Management, Equities, Financial Advisory, Retirement Planning

Education
Texas A&M University   1986 — 1989
Agriculture Economics

Daryl R. Nitkowski, CFP® Daryl R. Nitkowski, CFP® Phoenix, Arizona Area Details
Daryl R. Nitkowski, CFP®'s Wells Fargo Advisors, LLC Experience September 1990 - Present
Job Managing Director Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 1990 - Present
Dean Witter  September 1980 - September 1990

Education
State University of New York at Buffalo - School of Management   1972 — 1976
Bachelor of Science, Management

Daniel Donahue CFP ® Daniel Donahue CFP ® Greater Chicago Area Details
Daniel Donahue CFP ®'s Wells Fargo Advisors, LLC Experience April 2015 - Present
Job Managing Director Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2015 - Present
Wells Fargo Advisors, LLC   April 1993 - April 2015

Skills
Investments, Mutual Funds, Asset Allocation, Retirement Planning, Investment Strategies, Retirement, Financial Services, Retirement Savings, Investment Planning, 401k Rollovers

Education
St. Norbert College   1982 — 1986

Richard Mazur Richard Mazur Greater New York City Area Details
Richard Mazur's Wells Fargo Advisors, LLC Experience August 2010 - Present
Job Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2010 - Present
Morgan Stanley Smith Barney  September 2006 - August 2010
Merrill Lynch  July 1995 - September 2006

Skills
Risk Management, Retirement Planning, Investment planning, Retirement Income..., Investment Strategies, Wealth Preservation..., Multi-generational..., Deferred Compensation, 401k Rollovers, Fixed Income Strategies, Insurance, Asset Allocation, Business Owner Planning, Estate Investment..., Financial Advisory, Tax-Efficient Strategies, Stock Analysis, Mutual Funds, Annuities, Bonds, Alternative Investments, Finance, Investments, Financial Services, Portfolio Management, Investment Advisory

Education
Stony Brook University
Bachelors

Alberto Gonzalez Saint Geours Alberto Gonzalez Saint Geours Miami, Florida Details
Alberto Gonzalez Saint Geours's Wells Fargo Advisors, LLC Experience November 2011 - Present
Job Managing Director, Director of International Private Client Services at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 2011 - Present

Skills
Private Banking, Wealth Management, Brokerage, High Net Worth..., Asset Management, Investments, Wealth Management..., Trading, Equities

Education
The University of Chicago Booth School of Business   2002 — 2004
MBA

Tecnológico de Monterrey
BA

John Zografos John Zografos Greater New York City Area Details
John Zografos's Wells Fargo Advisors, LLC Experience February 2002 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2002 - Present
Lehman Brothers  2000 - 2002
Cowen and Company  1985 - 2000

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

Education
Syracuse University   1973 — 1977

Darryl Meadows Darryl Meadows Greater Atlanta Area Details
Darryl Meadows's Wells Fargo Advisors, LLC Experience March 2009 - February 2011
Job Senior Manager at Accenture
Industry Financial Services
Experience
Accenture  June 2000 - Present
Nationwide Financial  January 2014 - Present
Large Global Investment Research Firm   September 2012 - February 2014
CA Technologies  December 2013 - January 2014
Farmers Insurance  September 2013 - October 2013
Xcel Energy  March 2012 - July 2012
The Hartford  October 2011 - February 2012
Capital Group  April 2011 - August 2011
Wells Fargo Advisors, LLC   March 2009 - February 2011
Wells Fargo Advisors, LLC   March 2008 - March 2009

Skills
Program/Project..., Project Delivery, Salesforce.com, Salesforce.com..., Data Architecture, Integration Architecture, Data Conversion and..., Technical Architecture..., Capital Markets, Asset Management, Mergers & Acquisitions

Education
Syracuse University   1996 — 1999
BS, Information Management & Technology

Guillermo Garsed Guillermo Garsed Richmond, Virginia Area Details
Guillermo Garsed's Wells Fargo Advisors, LLC Experience April 2007 - June 2010
Job International Compliance Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  November 2011 - Present
Wells Fargo Advisors  June 2010 - Present
Wells Fargo Advisors, LLC   April 2007 - June 2010
Wells Fargo Advisors, LLC   2007 - 2009
Janus Funds  October 2004 - March 2007
Janus  2004 - 2007
A.G. Edwards   June 2001 - October 2004
Lee Hecht Harrison  1998 - 2002

Skills
Leadership, Management, Business Intelligence, Series 7, Strategy

Education
University of Denver   2001 — 2003
MBA, Finance

University of Oregon   1994 — 1997
MS, International Studies

Tecnológico de Monterrey   1990 — 1995
BS, Communications

American School Foundation, Mexico City   1977 — 1988

Anna Buckhalter Anna Buckhalter Dallas/Fort Worth Area Details
Anna Buckhalter's Wells Fargo Advisors, LLC Experience 2003 - Present
Job Branch Liaison at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2003 - Present
Wachovia Securities, LLC  December 2003 - October 2008

Education
Texas Woman's University   2000 — 2007

Ruth Anne Fulhorst Ruth Anne Fulhorst Greater St. Louis Area Details
Ruth Anne Fulhorst's Wells Fargo Advisors, LLC Experience 2008 - Present
Job Data Management Relationship Manager
Industry Financial Services
Experience
Wells Fargo Advisors  2009 - Present
Wells Fargo Advisors, LLC   2008 - Present
Wachovia Securities  May 2007 - Present
A.G. Edwards & Sons, Inc.   June 1984 - May 2007

Education
Barrington University   2000 — 2002
BS, Management Information Systems

St. Louis Community College   1981 — 1983
AAS, Data Processing

University of Missouri-Saint Louis

Sherry (Hsiao-Yun) Yang, CFP® Sherry (Hsiao-Yun) Yang, CFP® San Francisco Bay Area Details
Sherry (Hsiao-Yun) Yang, CFP®'s Wells Fargo Advisors, LLC Experience 2009 - Present
Job Financial Advisor at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2009 - Present
Citi Smith Barney  January 2006 - March 2009
Citi  June 2004 - January 2006
Citibank  June 2003 - May 2004
American Express Financial Advisors  November 2002 - June 2003

Skills
Investments, Insurance, Mutual Funds, Asset Allocation, Retirement Planning, Investment Advisory, Financial Advisory, Annuities, Fixed Income, Alternative Investments, Investment Strategies, Bonds, Long Term Care

Education
Tamkang University   1996 — 2000
Bachelor of Arts, German Literature

University of Wisconsin-Madison   1986 — 1990
Master's Degree, Journalism

Christopher M. Kelly Christopher M. Kelly Scranton, Pennsylvania Area Details
Christopher M. Kelly's Wells Fargo Advisors, LLC Experience July 2000 - Present
Job First Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2000 - Present
Carl J. Greco, P.C.   1997 - 2000

Skills
Securities, Investments, Alternative Investments, Retirement Planning, Estate/Investment..., Estate Planning, Mutual Funds, Finance, Litigation, Series 7

Education
The Catholic University of America, Columbus School of Law   1995 — 1997
Juris Doctorate, Law

University of Scranton   1989 — 1993
Bachelor of Science (BS), Finance, General

Scranton Preparatory School   1985 — 1989
High School

Craig Friedman, CRPC Craig Friedman, CRPC New York, New York Details
Craig Friedman, CRPC's Wells Fargo Advisors, LLC Experience November 2005 - Present
Job Senior Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 2005 - Present
Advest, Inc.   August 1996 - November 2005
Prudential Securities Inc.  May 1992 - August 1996

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

Education
State University of New York College at Cortland

Melanie Ballinger Apodaca Melanie Ballinger Apodaca Kansas City, Missouri Area Details
Melanie Ballinger Apodaca's Wells Fargo Advisors, LLC Experience August 2008 - January 2011
Job Business Manager
Industry Sports
Experience
KC Blazers   February 2013 - Present
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC)   December 2010 - April 2013
Wells Fargo Advisors, LLC   August 2008 - January 2011
Community Health Charities of New England  June 2007 - January 2010
Altana Pharma  September 2002 - December 2006
inVentiv Health  1998 - 2000
Milex Products  February 1995 - May 1997

Education
Rockhurst University   2014 — 2016
Post Bac Pre-Med

Stephens College   1986 — 1990
B.A., Business Administration

Stephens College   1986 — 1990

University of Pittsburgh   1988 — 1988

Jonathan Zucker Jonathan Zucker Woodbury, New York Details
Jonathan Zucker's Wells Fargo Advisors, LLC Experience April 2015 - Present
Job Sr. Vice PresidentInvestments @ Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2015 - Present
Morgan Stanley  November 2007 - April 2015

Skills
Retirement Planning, Fixed Income, Alternative Investments, Investments, Financial Services, Portfolio Management, Personal Finance, Management, Asset Management, Customer Service, Estate Planning, Microsoft Office, Series 63, Series 7, Fixed Annuities, Equities, Finance, Insurance, Sales Management, Wealth Management, Asset Allocation, Strategic Planning, Mutual Funds

Education
State University of New York at New Paltz   1981 — 1985

Alex Gust, CFP® Alex Gust, CFP® Greater Seattle Area Details
Alex Gust, CFP®'s Wells Fargo Advisors, LLC Experience November 2006 - Present
Job Financial Consultant at Wells Fargo Advisors. LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 2006 - Present

Education
The American College

Lisa Conklin Lisa Conklin Greater Nashville Area Details
Lisa Conklin's Wells Fargo Advisors, LLC Experience October 2000 - November 2011
Job Consultant
Industry Financial Services
Experience
Edward Fleur Financial Education; Pass Perfect   January 2012 - Present
Wells Fargo Advisors, LLC   October 2000 - November 2011
Wells Fargo Advisors, LLC   August 2009 - November 2010
Wachovia Securities  May 2007 - August 2009
A. G. Edwards and Co.   October 2000 - May 2007
J. C. Bradford and Co.   April 1983 - September 2000

Skills
Series 7, Series 66, Series 63, Series 24, FINRA, Retirement Planning, Financial Advisory, Securities, Investments, Coaching, Brokerage, Insurance, Options, Series 9/10, AAMS, CRPC, Series 65

Education
Tennessee Technological University   1977 — 1981
BS, Education

Brad Huffman Brad Huffman Greater San Diego Area Details
Brad Huffman's Wells Fargo Advisors, LLC Experience March 1996 - Present
Job Senior Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 1996 - Present

Education
The American College   2004 — 2006
MSFS, Financial Planning and Services

University of California, Riverside   1989 — 1993
BS, Business Administration

Torrey Pines HS   1985 — 1989

David Luedecke David Luedecke Houston, Texas Details
David Luedecke's Wells Fargo Advisors, LLC Experience March 2009 - August 2013
Job Financial Services Representative, Financial Advisor at MetLife
Industry Financial Services
Experience
MetLife  September 2013 - Present
Wells Fargo Advisors, LLC   March 2009 - August 2013
Nationwide Insurance  2008 - 2009

Skills
Retirement Planning, Mutual Funds, 401k Rollovers, Wealth Management, Charitable Trusts, Stocks, Bonds

Education
Texas State University-San Marcos   2003 — 2006
Bachelors, Management

Peter Angelakos Peter Angelakos Greater St. Louis Area Details
Peter Angelakos's Wells Fargo Advisors, LLC Experience June 2004 - Present
Job Vice PresidentInvestment Advisor
Industry Investment Management
Experience
Wells Fargo Advisors, LLC   June 2004 - Present

Skills
Valuation, Portfolio Management, Business Strategy, Mutual Funds, Strategic Planning, Series 63, Alternative Investments

Education
The College of New Jersey   1965 — 1969
Bachelor of Arts (BA)

The College of New Jersey
Master of Arts (MA)

Casie Scheffler Casie Scheffler La Marque, Texas Details
Casie Scheffler's Wells Fargo Advisors, LLC Experience April 2008 - February 2011
Job Bookkeeper at Steamatic Catastrophe Management
Industry Consumer Services
Experience
Steamatic Catastrophe Management   May 2012 - Present
Robert W Baird & Co., Inc.   February 2011 - February 2012
Wells Fargo Advisors, LLC   April 2008 - February 2011
Merrill Lynch  2007 - 2007

Skills
Microsoft Excel, PowerPoint, Bookkeeping, Payroll, Payroll Taxes, Sales & Use Tax, Sales Tax, Multi-State Sales Tax, Office Administration

Education
Texas A&M University   2002 — 2006
B. B. A., Finance

Brian Stahler Brian Stahler Wichita Falls, Texas Area Details
Brian Stahler's Wells Fargo Advisors, LLC Experience June 2013 - Present
Job Senior Vice President at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 2013 - Present
Morgan Stanley Smith Barney  February 2009 - May 2013
Merrill Lynch  March 2003 - February 2008
A.G. Edwards & Sons, Inc.   December 1995 - March 2003

Skills
Investments, Strategic Investment..., Investment Planning

Education
Texas Tech University   1991 — 1995
Bachelors, Finance/Economics

Peter Angelakos Peter Angelakos Buffalo/Niagara, New York Area Details
Peter Angelakos's Wells Fargo Advisors, LLC Experience June 2004 - Present
Job Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 2004 - Present
Morgan Stanley  June 1994 - June 2004

Skills
Public Speaking, Fundraising, Investments, Customer Service, Event Planning, Finance, Microsoft Excel, Microsoft Office, Nonprofits, PowerPoint, Social Media, Strategic Planning, Analysis, Leadership, Asset Management, Research

Education
The College of New Jersey
Bachelor of Arts (BA)

The College of New Jersey
Master of Arts (MA)

Reid Kastner Reid Kastner Richmond, Virginia Area Details
Reid Kastner's Wells Fargo Advisors, LLC Experience 2006 - 2009
Job Senior Technology Project Manager
Industry Information Technology and Services
Experience
Smart Resources  April 2012 - Present
Wells Fargo  July 2009 - 2012
Wells Fargo Advisors, LLC   2006 - 2009
Wachovia Securities, LLC  2004 - 2006
Wachovia Bank  2001 - 2004
Firstunion Bank   2000 - 2001
National Gaurd   1998 - 2001
SunTrust Bank  1997 - 2000
Circuit City  1993 - 1997

Skills
Project Mananger, Business Analysis, Change Management, Requirements Gathering, Customer Service, Requirements Analysis, SDLC, Vendor Management, Process Improvement, Project Portfolio..., Software Project..., Visio, MS Project, Business Requirements, Program Management, ITIL, Information Technology, Relationship Management, Team Leadership, Analysis, Technology Management, Business Process, Business Process..., Consulting, Leadership, Project Delivery, Requirements Management, Cross-functional Team..., Management, Project Management, PMP, IT Management, Software Documentation, Resource Management, Telecommunications, SharePoint, IT Strategy, Risk Management, PMO

Education
Strayer University   1999 — 2001
BSCN, Networking

Strayer University (VA)   1999 — 2001
MBMS, Management systems

Judy Dinardo Judy Dinardo Greater New York City Area Details
Judy Dinardo's Wells Fargo Advisors, LLC Experience August 2008 - Present
Job Financial Advisor, Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2008 - Present
RBC Wealth Management  September 2006 - September 2008

Skills
Retirement-plan..., 401k Rollovers, Tax-efficient Strategies, Insurance, Retirement Planning, Mutual Funds

Education
The College of New Jersey
Bachelor's degree, Communication, General

Sergio Tello Sergio Tello Washington D.C. Metro Area Details
Sergio Tello's Wells Fargo Advisors, LLC Experience December 2009 - Present
Job Financial Advisor, First Vice President Investments at Wells Fargo Advisors, LLC
Industry Investment Management
Experience
Wells Fargo Advisors, LLC   December 2009 - Present
SunTrust Investment Services  March 2002 - December 2009

Skills
Investments, Retirement, Asset Allocation, Insurance, Mutual Funds, Retirement Planning, Stock Market Analysis, Wealth Preservation...

Education
St. Mary's University
BBA, International Business

Jason McDowell Jason McDowell Birmingham, Alabama Area Details
Jason McDowell's Wells Fargo Advisors, LLC Experience May 2008 - Present
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2008 - Present
A.G. Edwards & Sons, Inc.   May 2006 - May 2008
Edward Jones  August 1998 - May 2006
Citation Corporation  January 1995 - 1997
Cumberland Swan  1990 - 1993

Skills
Retirement Planning, Investments, Retirement, Portfolio Management, Mutual Funds, 401k, Fixed Annuities, Securities, Estate Investment..., Strategic Investment...

Education
University of Alabama at Birmingham   1995 — 1996
M.B.A., Finance

Tennessee Technological University   1989 — 1994
B.S., Industrial Technology

Smyrna/LaVergne High   1987 — 1989

Monica Allen Monica Allen Saint Louis, Missouri Details
Monica Allen's Wells Fargo Advisors, LLC Experience October 2014 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2014 - Present
Washington University School of Medicine  March 2013 - October 2014
University of Utah  November 2012 - March 2013
University of Utah  January 2007 - October 2012
University of Utah  August 2006 - December 2007
University of Utah  March 2005 - August 2006

Skills
Data Analysis, C++, ROOT, Monte Carlo Simulation, Physics, Statistics, Science, Simulations, LaTeX, Experimentation, Mathematical Modeling, Scientific Computing, Algorithms, Sensors, Spectroscopy, Software Engineering, Numerical Analysis

Education
University of Utah   2006 — 2012
PhD, High Energy Particle Astrophysics

Texas Tech University   1999 — 2003
Bachelor of Arts, Mathematics

Ruth W. Lentz Ruth W. Lentz Greater Memphis Area Details
Ruth W. Lentz's Wells Fargo Advisors, LLC Experience October 2000 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2000 - Present
J.C.Bradford & Co.   July 1986 - October 2000

Skills
Financial Advisory, Retirement Planning, Investment Planning, Estate Investment..., Retirement-plan..., Multi-generational..., Insurance, Securities, Asset Allocation, Stock Analysis, Tax-efficient Strategies, Wealth-preservation..., 401k Rollovers, Fixed Income Strategies, Concentrated Stock..., Retirement

Education
Sweet Briar College   1970 — 1974
Bachelor

William Minter III William Minter III Tulsa, Oklahoma Details
William Minter III's Wells Fargo Advisors, LLC Experience May 2011 - Present
Job Financial Advisor, PIM Portfolio Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2011 - Present
Morgan Stanley Wealth Management  December 2008 - May 2011
Merrill Lynch  August 2007 - November 2008
Merrill Lynch  April 2006 - July 2007
Merrill Lynch  July 2000 - March 2006

Skills
Finance, Retirement Planning, Asset Allocation, Tactical Asset..., Retirement Plan...

Education
University of Tulsa College of Law   1993 — 1996
JD, Law

Stetson University   1987 — 1991
Bachelor of Arts (B.A.), Majors Russian Studies / Political Science, Minors Business / French

Bruce (Chip) Marger, III Bruce (Chip) Marger, III Plymouth Meeting, Pennsylvania Details
Bruce (Chip) Marger, III's Wells Fargo Advisors, LLC Experience July 1996 - Present
Job Financial Advisor, First Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC  July 1996 - Present
Allegheny/United Hospitals   1989 - 1994

Skills
INVESTMENTS, 401K ROLLOVERS, INSURANCE

Education
Temple University - Fox School of Business and Management   1987 — 1989
MBA, MS, Health Care Admin., Business, Finance

Penn State   1979 — 1981
BS, Health Care Admin., Biology

William Allen High School   1974 — 1977

Devin Marino Devin Marino Greater New York City Area Details
Devin Marino's Wells Fargo Advisors, LLC Experience May 2009 - May 2010
Job Business Development Associate at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management  June 2014 - Present
Morgan Stanley Private Wealth Management  June 2010 - May 2014
Wells Fargo Advisors, LLC   May 2009 - May 2010
Burt Associates Incorporated   June 2009 - August 2009

Skills
Series 7

Education
The Catholic University of America   2006 — 2010
BSBA, Finance

Bergen Catholic HS   2002 — 2006

LLOYD A. ZITOMER, CRC® LLOYD A. ZITOMER, CRC® Greater Philadelphia Area Details
LLOYD A. ZITOMER, CRC®'s Wells Fargo Advisors, LLC Experience April 1987 - Present
Job First Vice President Financial Advisor at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 1987 - Present
Halpern-Interstate Inc   1980 - 1986

Skills
401(k) Rollovers, Investments, Stock Analysis, Financial Services, Financial Advisory, Retirement, Finance, Retirement Planning, Mutual Funds, Risk Management, Asset Allocation, Fixed Income Analysis, Bonds, Financial Advice, Tax Reduction, Retirement Income..., Investment Planning

Education
Temple University   1975 — 1980
Business Administration and Management, General

Ed Purvis, CFP, ADPA Ed Purvis, CFP, ADPA Greater Philadelphia Area Details
Ed Purvis, CFP, ADPA's Wells Fargo Advisors, LLC Experience August 2007 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2007 - Present
A.G. Edwards & Sons, Inc   June 1988 - August 2007

Skills
Investments, Retirement Planning, Asset Allocation, Alternative Investments

Education
Temple University   1976 — 1980
BBA, Finance, Accounting

Joshua Weis Joshua Weis Greater St. Louis Area Details
Joshua Weis's Wells Fargo Advisors, LLC Experience February 2007 - Present
Job Operations Clerk II at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2007 - Present
OfficeTeam  November 2005 - February 2007
Adecco Staffing, USA  November 2004 - November 2005
UMB Bank  July 2000 - September 2004

Skills
Retail Banking, Deposits, Credit, Loans, Risk Management, Commercial Banking, Financial Analysis, Credit Analysis, Finance

Education
University of Missouri-Saint Louis   2004 — 2007
Bachelor of Arts (BA), Communications

St. Louis Community College   1998 — 2004
Associate's degree, General Education

Jacquelyn Thompson Jacquelyn Thompson Tyler, Texas Area Details
Jacquelyn Thompson's Wells Fargo Advisors, LLC Experience January 2010 - December 2010
Job Secretary at Stephen F. Austin State University
Industry Financial Services
Experience
Stephen F. Austin State University  October 2011 - Present
Wachovia Securities  January 2010 - December 2010
Wells Fargo Advisors, LLC   January 2010 - December 2010
Stephen F. Austin State University  2007 - 2009

Education
Stephen F. Austin State University

Jay Cunningham, CFP® Jay Cunningham, CFP® Greater Chicago Area Details
Jay Cunningham, CFP®'s Wells Fargo Advisors, LLC Experience February 1990 - Present
Job Senior Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 1990 - Present
Tyndale House Publishers  1977 - 1982

Skills
Investments, Mutual Funds, 401k Rollovers, Municipal Bonds, Risk Management

Education
Taylor University   1973 — 1977
BA, Communication and Theatre Arts

Christina Sharpe Christina Sharpe Tyler, Texas Details
Christina Sharpe's Wells Fargo Advisors, LLC Experience May 2012 - Present
Job Administrative Assistant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2012 - Present
Alabama Power Company  April 2011 - March 2012
Tennessee Church of God State Executive Offices   April 2005 - March 2010

Skills
Event Planning, Outlook, PowerPoint, Customer Service, Public Speaking, Microsoft Office, Microsoft Word, Microsoft Excel, Access, Event Management

Education
Texas A&M University-Commerce   2000 — 2000
Bachelors of Science, Speech Communications/Public Relations

Stephen F. Austin State University   1997 — 2000
Bachelor of Science (B.S.), Speech Communications

Brian Stephenson Brian Stephenson Greater Philadelphia Area Details
Brian Stephenson's Wells Fargo Advisors, LLC Experience May 2009 - Present
Job Associate Vice PresidentInvestments, Financial Advisor Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2009 - Present
Morgan Stanley Smith Barney  April 1996 - April 2009

Skills
Retirement, Retirement Planning, Mutual Funds, Asset Allocation, 401k, Investment Strategies, Investments, Alternative Investments, Securities, Life Insurance, Small Business

Education
University of New Orleans   1994 — 1997
BS, Finance

Strome College of Business   1992 — 1994

Chris Leavy Chris Leavy Greater New York City Area Details
Chris Leavy's Wells Fargo Advisors, LLC Experience June 2005 - July 2014
Job Complex Manager at Raymond James & Associates
Industry Financial Services
Experience
Raymond James & Associates  April 2015 - Present
Wells Fargo Advisors, LLC   June 2005 - July 2014
Wells Fargo Advisors  January 2004 - June 2005
Wheat First Union  1998 - 2002
Paine Webber  1991 - 1997
Paine Webber  1989 - 1991
Oppenehimer & Co   January 1984 - February 1988

Skills
Branch Management, Financial Advisory, New Business Development, Wealth Preservation..., Investment Strategies, Retirement Planning, Asset Allocation, Investments, Financial Services, Asset Management, Financial Planning, Mutual Funds, Portfolio Management, Recruiting, Business Development, Team Building, Wealth Management

Education
State University of New York College at Buffalo   1977 — 1978
BS, Bachelor of Science

State University of New York College at Oswego   1974 — 1976
Biology/Biological Sciences, General

Brad Goodchild Brad Goodchild Fort Lauderdale, Florida Details
Brad Goodchild's Wells Fargo Advisors, LLC Experience February 1992 - Present
Job First Vice President Investments at The Whelan/Goodchild/Whelan Financial Strategies Group of Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 1992 - Present
A.G. Edwards & Sons, Inc.   1992 - 2007
NCNB National Bank ( BankAmerica)   1989 - 1992

Skills
Investments, Series 7, Mutual Funds, Series 63, Wealth Management, Portfolio Management, Fixed Income, Mortgage Lending, Loans, Investment Advisory, Banking, Financial Services, Investment Strategies, Retirement Planning, 401k Rollovers, Business Owner Planning, multigenerational..., Risk Management, Estate Investment..., Fixed Income Strategies, Finance, Strategic Analysis

Education
Stetson University   1984 — 1998
Bachelor of Business Administration, Finance

Kurt Seidman Kurt Seidman Greater New York City Area Details
Kurt Seidman's Wells Fargo Advisors, LLC Experience May 2009 - Present
Job Vice PresidentInvestments at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2009 - Present
Wachovia Securities  April 2009 - May 2009

Skills
Retirement Planning, Investments, Financial Services, Securities, Insurance, Asset Allocation, Retirement, Mutual Funds, Financial Analysis, Financial Advisory, Risk Management, Strategic Planning, Fixed Annuities, 401k Rollovers, Concentrated Stock..., Investment Strategies, Wealth Preservation..., Estate planning..., Stock Analysis, Fixed Income Strategies, Investment Planning, Variable Annuities

Education
State University of New York College at Brockport   1974 — 1978
BA, Political Science, History

Great Neck South High School   1970 — 1974

Cathy Rowan Cathy Rowan Austin, Texas Area Details
Cathy Rowan's Wells Fargo Advisors, LLC Experience September 2011 - Present
Job Officer | Complex Control Specialist at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 2011 - Present

Education
Texas State University
BA, History

Kenny Foley Kenny Foley Longview, Texas Details
Kenny Foley's Wells Fargo Advisors, LLC Experience July 2013 - Present
Job First Vice PresidentInvestments
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2013 - Present
Morgan Stanley Wealth Management  February 2008 - July 2013
UBS  August 2002 - February 2008

Education
The University of Texas at Dallas   1987 — 1991
Electrical Engineering with a focus in System Analysis, Telecommunications

Stephen F. Austin State University   1980 — 1985
BBA Business Management, General Business

Otto Tannure Otto Tannure Greenwich, Connecticut Details
Otto Tannure's Wells Fargo Advisors, LLC Experience August 2010 - November 2013
Job Regional Support Specialist at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  November 2013 - Present
Wells Fargo Advisors, LLC   August 2010 - November 2013
Wells Fargo Advisors  March 2008 - August 2010

Education
SUNY New Paltz   1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance

Russell Goldstein, CRPC® Russell Goldstein, CRPC® Greater Philadelphia Area Details
Russell Goldstein, CRPC®'s Wells Fargo Advisors, LLC Experience February 2008 - October 2012
Job Finance
Industry Financial Services
Experience
Morgan Stanley  October 2012 - Present
Wells Fargo Advisors, LLC   February 2008 - October 2012

Skills
Series 7, Financial Planning, Investments, Retirement Planning, 401k, Stocks, Bonds, Mutual Funds, ETFs, Series 66, Investment Strategies, Retirement Plans, Pensions, Profit Sharing, Defined Benefit, IRA's, Closed-end Funds

Education
Temple University - Fox School of Business and Management
Finance

Danny Wexler Danny Wexler Orange County, California Area Details
Danny Wexler'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

Education
University of Southern California   1986 — 1989
Juris Doctorate, Law

SUNY Stony Brook   1981 — 1985
B.A., Political Science

Allen Van Maanen Allen Van Maanen Houston, Texas Details
Allen Van Maanen's Wells Fargo Advisors, LLC Experience April 2012 - Present
Job Regional Support Specialist at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2012 - Present

Education
Texas A&M University   1999 — 2004
Bachelor of Science (B.S.), Economics and Business Administration

Lawrence Ruderman Lawrence Ruderman Los Angeles, California Details
Lawrence Ruderman's Wells Fargo Advisors, LLC Experience January 2009 - Present
Job Managing DirectorInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2009 - Present
Smith Barney  January 1980 - January 2009

Skills
Series 63, Investments, Portfolio Management, Financial Services, Equities, Mutual Funds, Retirement Planning, Securities, Alternative Investments, Series 7, Fixed Income, Wealth Management, Asset Allocation

Education
Syracuse University   1974 — 1978
Bachelor of Science (B.S.), Economics

Charles Dudley Charles Dudley Florham Park, New Jersey Details
Charles Dudley's Wells Fargo Advisors, LLC Experience May 2009 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2009 - Present
Citi Smith Barney  May 2002 - May 2009
Prudential Securities  1983 - 2002

Skills
Finance, Investments, Mutual Funds, Management, Asset Allocation, Securities, Financial Analysis, Fixed Income, Equities, Portfolio Management, Retirement, Wealth Management, Financial Services, Retirement Planning, Asset Management, Financial Planning, Risk Management, Banking, Financial Modeling

Education
Syracuse University   1975 — 1980
BA Economics, Economics and Engineering

Darwin Wisener Darwin Wisener Houston, Texas Details
Darwin Wisener's Wells Fargo Advisors, LLC Experience January 2003 - Present
Job Vice President Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2003 - Present
JPMorgan Chase  October 1998 - January 2003

Education
Texas Tech University   1976 — 1981
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law

Peter Roberti Peter Roberti Garden City, New York Details
Peter Roberti's Wells Fargo Advisors, LLC Experience 2011 - Present
Job First Vice President Investments, Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2011 - Present
Morgan Stanley Smith Barney  2009 - 2011
Smith Barney  2000 - 2011

Skills
Investments, Finance, Financial Services, Financial Analysis, Risk Management, Equities, Securities

Education
Stony Brook University   1985 — 1987
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities

Scott O'neal Scott O'neal Fort Worth, Texas Details
Scott O'neal's Wells Fargo Advisors, LLC Experience January 2009 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2009 - Present
Dean Witter Morgan Stanley   November 1984 - December 2008

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

Education
Texas Tech University   1979 — 1984
Finance

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