Wells Fargo Advisors, LLC
Industry: Subsidiary
DescriptionWells Fargo Advisors is a subsidiary of Wells Fargo, located in St Louis, Missouri. It is the ninth largest brokerage firm in the United States as of August 17, 2017 with $490 billion retail client assets under management. Headquarters: St. Louis, Missouri, United States Number of employees: 15,000 Advisors Parent organization: Wells Fargo Founded: 4 September 2001 Total assets: 490 billion USD Subsidiaries: Wachovia Securities (Argentina) LLC (Buenos Aires Argentina),
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3,046 Wells Fargo Advisors, LLC employees in database. Find out everything there's to know about Wells Fargo Advisors, LLC employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Advisors, LLC Employees
Wells Fargo Advisors, LLC June 2014 - Present
Edward D. Jones and Company January 1994 - June 2014
American Excelsior Company April 1981 - December 1993
Skills
Risk Management, Financial Advisory;..., Retirement Planning, Mutual Funds, Financial Analysis, Insurance, Financial Services, Asset Allocation, Wealth Transfer,...
Education
The University of Texas at Austin 1969 — 1973
Bachelor of Arts (B.A.), History and Political Science
Hillcrest High School
Benjamin F. Edwards & Co. June 2014 - Present
Wells Fargo Advisors, LLC April 2006 - June 2014
ImageAmerica, Inc. January 2003 - April 2006
SAIC August 1999 - December 2002
Skills
Investments, Mutual Funds, Strategic Financial..., Retirement Planning, Retirement, Wealth Management, Investment Strategies, Financial Advisory
Education
The University of North Dakota 1994 — 1999
Bachelor of Science (B.S.), Geography
O'Gorman
Wells Fargo Advisors, LLC July 2013 - Present
M310 October 2012 - May 2013
Merrill Lynch August 2006 - October 2012
Merrill Lynch - Princeton Retirement Group May 2006 - August 2006
Skills
Investment Strategies, Series 7
Education
The University of Georgia
Bachelor of Arts (B.A.)
Wells Fargo Advisors, LLC November 1999 - Present
Prudential Securities February 1994 - November 1999
National Bank of Commerce May 1987 - September 1991
Education
The University of Memphis 1987 — 1991
Wells Fargo Advisors LLC 2003 - Present
Skills
Investments, Mutual Funds, Retirement Planning, Financial Advisory, Finance, Capital Markets, Equities
Education
The University of Texas at Austin 1975 — 1978
B.S.
USAA January 2014 - Present
Wells Fargo Advisors, LLC May 2012 - January 2014
JPMorgan Chase January 2009 - May 2012
SWBC Wealth Management January 2007 - December 2008
Financial Network Investment Corporation, Member SIPC January 2006 - December 2006
AXA Advisors 2004 - December 2006
Skills
Investments, Wealth Management, Retirement Planning, Asset Allocation, Asset Managment
Education
The University of Texas at El Paso 1999 — 2004
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Wells Fargo Advisors, LLC August 2009 - Present
UBS August 2000 - September 2009
Prudential Securities January 1995 - January 2000
Education
The University of Texas at Austin
Wells Fargo Advisors, LLC June 2009 - Present
Merrill Lynch May 2003 - June 2009
UBS Financial Services May 1998 - May 2003
Skills
Investments, Mutual Funds, Financial Services, Retirement Planning, Asset Allocation, Investment Strategies, Insurance, Retirement Savings, Risk Management, Strategy, Financial Modeling, Strategic Planning, Estate Investment..., Investment Planning, Retirement
Education
The University of Texas at Austin 1987 — 1991
BBA, Finance
South Garland High School 1984 — 1987
Wells Fargo Advisors, LLC July 2000 - Present
PaineWebber April 1994 - July 2000
Sutro & Co. April 1990 - April 1994
Shearson, Lehman, Hutton April 1989 - April 1990
Skills
Investments, Retirement Planning, Investment Strategies, Retirement, Securities, Finance, Asset Allocation, 401k, Alternative Investments, Insurance, Mutual Funds, Financial Services, Financial Advisory, Equities, Pensions, Defined Benefit, Brokerage, ETFs, Municipal Bonds, Financial Advice
Education
University of Kansas 1977 — 1981
BGS, Psychology, English
Shawnee Mission South 1974 — 1977
Wells Fargo Advisors, LLC March 2000 - Present
Morgan Stanley Dean Witter January 1987 - March 2000
Skills
Investments, Asset Allocation, IRAs, Securities, Retirement Planning, Investment Advisory, Mutual Funds, Retirement, Investment Strategies, Alternative Investments, Insurance, Financial Analysis, Financial Advisory
Education
The Ohio State University 1975 — 1977
University of Oklahoma 1971 — 1975
Wells Fargo Advisors, LLC February 2001 - Present
Education
The University of Georgia 1982 — 1986
Bachelor's degree, Economics
Left Brain Wealth Management, LLC. May 2014 - Present
Wells Fargo Advisors, LLC May 2005 - May 2014
Merrill Lynch August 1999 - May 2005
Education
The University of Chicago Booth School of Business
Wells Fargo Advisors, LLC May 2006 - Present
Commerce Bank July 1997 - May 2006
Boatmen's Bank February 1988 - July 1997
Skills
Investments, Finance, Financial Services, Investment Strategies, Investment Banking, Financial Advisory, Retirement Planning, Financial Analysis, Management, Mutual Funds, Insurance, Access, Financial Planning, Portfolio Management
Education
University of Kansas - Graduate School of Business 1983 — 1985
Master of Business Administration (MBA)
University of Kansas 1978 — 1982
Bachelor of Science (BS), Business Administration
Rackspace, the #1 managed cloud company March 2015 - Present
Rackspace Hosting January 2014 - February 2015
Rackspace, the #1 managed cloud company November 2012 - December 2013
SHI August 2011 - November 2012
BlueSpace 2010 - 2011
Recreational Equipment, Inc 2010 - 2011
Wells Fargo Advisors, LLC April 2008 - January 2010
Amy's Ice Creams March 2007 - July 2008
Texas Hillel Foundation March 2006 - October 2007
Texas Hillel Foundation June 2004 - August 2004
Skills
Account Management, Sales, Management, Solution Selling, Business Development, Lead Generation, Customer Service, Cold Calling, Sales Process, Channel Partners, Sales Operations, Direct Sales, Marketing, Marketing Strategy, SaaS, Microsoft Office, Social Media, Teamwork, PowerPoint, Facebook, Training, Managed Services, Microsoft Applications, Salesforce.com, Photoshop, Accounting, Microsoft Excel, Cloud Computing, IaaS, Managed Hosting
Education
The University of Texas at Austin 2003 — 2007
Bachelor of Arts, Archaeological Studies, Classics, Italian
The University of Texas at Austin - Red McCombs School of Business 2008 — 2009
Business Foundations Certification, Business Foundations Certification
Wells Fargo Advisors, LLC August 2013 - Present
Ameriprise Financial Services, Inc. April 2013 - August 2013
Edward Jones May 2011 - April 2013
Fidelity Investments January 2008 - May 2011
Skills
Finance, Insurance, Fixed Income, Life Insurance, Mutual Funds, Wealth, Bonds, Investment Planning, Estate Investment..., ETF's
Education
The University of Texas at Arlington 2004 — 2007
Bachelors of Science, Economics
Wells Fargo Advisors, LLC September 2005 - Present
Wachovia Securities Financial Network 2007 - 2008
A.G. Edwards 2005 - 2007
Skills
401k Rollovers, Investments, Retirement Planning, IRAs, Alternative Investments, Options Strategies, Asset Allocation, Mutual Funds, IRA Rollovers, Covered calls, Portfolio Construction, Portfolio Analysis, Portfolio Management
Education
University of Kansas 1971 — 1977
BGS, Business
St Gregory
CareerBuilder.com October 2014 - Present
CareerBuilder.com November 2013 - October 2014
hiredMYway.com April 2013 - September 2013
Groupon October 2010 - March 2013
Wells Fargo Advisors, LLC June 2010 - September 2010
TEAM Enterprises June 2010 - September 2010
5280 Magazine May 2009 - August 2009
Skills
Social Media, Sales, Online Advertising, Sales Presentations, Advertising, Salesforce.com, New Business Development, B2B, Facebook, Digital Marketing, Account Management
Education
University of Colorado Boulder 2006 — 2010
B.A., Economics
Lorenzo De Medici 2009 — 2009
Italian Studies
University of Kansas 2006 — 2007
Wells Fargo Advisors, LLC November 2011 - Present
J.P. Morgan 2010 - November 2011
Strategic Resource Group - MetLife 2007 - 2010
The Ohio State University 2004 - 2007
Skills
Investments, Retirement Planning, Retirement, Financial Services, Finance, Investment Strategies, Insurance, Mutual Funds, Securities, Asset Allocation, Portfolio Management, Fixed Annuities, Investment Advisory, Financial Advisory, Financial Planning, Strategic Planning, Life Insurance, Estate Planning, Asset Management, Investment Planning, Wealth Planning, Wealth Strategies
Education
The Ohio State University
Family Resource Management/Consumer Affairs, Finance, Economics
Wells Fargo Advisors, LLC May 1996 - Present
Prudential Financial 1996 - 2003
Paine Webber 1988 - 1996
Advantage Capital 1986 - 1988
Skills
Mutual Funds, Asset Allocation, Investments
Education
Trinity University 1979 — 1983
Bachelor of Business Administration (BBA), Finance, General
University of St. Thomas (TX) 1983 — 1985
Master of Business Administration (MBA), Finance and Financial Management Services
St. Thomas HIgh School/Houston 1976 — 1979
Wells Fargo Advisors, LLC August 2014 - Present
Edward Jones Investments June 2006 - August 2014
United States Marine Corps September 2000 - January 2005
Skills
Investment Strategies, Retirement Planning, Financial Analysis, Risk Management, Insurance, Financial Advisory
Education
The University of Memphis 1996 — 2000
BBA, Business
Houston High School 1991 — 1995
Wells Fargo Advisors, LLC September 1992 - Present
Education
The University of Texas at Austin 1976 — 1979
BS, Communications/ Business
Flagstar Bank August 2014 - Present
Wells Fargo Advisors, LLC November 2012 - July 2014
Jimmy Jazz March 2011 - August 2012
Finish Line February 2009 - February 2011
Finish Line January 2006 - February 2009
Skills
Investment Planning, Retirement Planning, Asset Allocation, IRAs, Fixed Income, 529 Plans, Insurance, Mutual Funds, Securities, 401k Rollovers, Annuities, Investments, Fixed Annuities, Financial Advisory, Finance, Customer Service, Management, Retirement, Employee Benefits, Public Speaking, Microsoft Office, Team Building, Coaching, Financial Services, Leadership, Marketing, Microsoft Excel, Retail, Time Management, Social Networking
Education
Tiffin University 2004 — 2006
Marketing
Quest Wealth Management October 2014 - Present
Wells Fargo Advisors, LLC July 2012 - October 2014
First Midwest Securities Inc. June 2004 - July 2012
Gunn Allen Financial January 2003 - June 2004
Education
The University of Baltimore, Maryland 1990 — 1992
Master of Science (M.S.), Finance
Towson University 1986 — 1990
Bachelor of Business Administration (B.B.A.), Marketing
UBS January 2014 - Present
Wells Fargo Advisors LLC. September 2012 - January 2014
Education
Stony Brook University 2011 — 2013
Master of Business Administration (M.B.A.), Finance and Financial Management Services
The Ohio State University 2007 — 2011
Bachelor of Science (BS), Family Financial Services (financial advising)
Wells Fargo Advisors, LLC March 2011 - Present
Merrill Lynch March 1994 - April 2011
University of Connecticut January 2006 - May 2008
United Engineers June 1990 - October 1992
Interactive Data Corporation March 1985 - May 1990
AYCO American Express September 1984 - January 1985
Bell Laboratories 1982 - 1984
Skills
Financial Analysis, Variable Annuities, 401k Rollovers, 401k, Securities, Wealth Management, tax-efficient Strategies, Risk Management, Retirement Planning, Investments, Financial Services
Education
University of Connecticut 1988 — 1995
MBA, Marketing
University of Connecticut 1978 — 1982
BS, Finance
The University of Connecticut School of Business 1978 — 1982
BS Finance, Finance
University of Rochester 1976 — 1977
None, Engineering
Wells Fargo Advisors, LLC March 2009 - Present
Smith Barney November 1988 - March 2009
Bear Stearns & Co. October 1984 - November 1988
Bateman Eichler, Hill Richards February 1982 - September 1984
Skills
Asset allocation,...
Education
The University of Texas at Arlington 1977 — 1981
Business Administration and Management, General
Wells Fargo Advisors, LLC March 2008 - Present
Morgan Stanley January 1977 - September 2002
Education
The University of Texas at El Paso 1969 — 1973
Wells Fargo Advisors, LLC August 1994 - Present
Education
Thomas More College
Bachelor's degree
Wells Fargo Advisors, LLC December 2004 - Present
Banc One Securities April 2001 - December 2004
Bank One April 1996 - October 2000
Skills
Retirement Planning, Mutual Funds, Investment Strategies, Asset Allocation, 401k Rollovers, Financial Advisory, Fixed Income Strategies, Insurance, Fixed Annuities, Variable Annuities, Stocks, Tax-advantaged...
Education
The Ohio State University 1992 — 1995
The Ohio State University 1992 — 1994
Family Resource Management Studies, General
Wells Fargo Advisors, LLC April 2007 - Present
H&R Block Financial Advisors June 1996 - April 2007
Skills
Investments, Securities, Retirement Planning, Saving for Education, Mutual Funds, Retirement, Insurance, Asset Allocation, Bonds, Options, IRA's, Annuities, Long Term Care, Retirement Income..., Wealth Preservation..., Stocks, Insurance Planning, Investment Planning, Preferred Stock, Closed-end Funds, Small Cap, Global Tactical Asset...
Education
The University of Kansas 1992 — 1996
Bachelors, Business Administration
Wells Fargo Advisors February 2014 - Present
Wells Fargo Advisors March 2011 - February 2014
Wells Fargo Advisors, LLC March 2008 - February 2011
Wells Fargo Advisors March 2006 - February 2008
Edward Jones January 2003 - February 2006
Edward Jones January 2000 - December 2002
Stifel Financial Corp. February 1999 - December 1999
Edward Jones July 1997 - January 1999
Skills
Management, Program Management, Integrated Marketing, Series 7, Series 63, Financial Services, Public Speaking, Relationship Management, Fixed Income, Written & Oral..., Marketing Strategy, Marketing Communications, Marketing Management, Leadership, Finance, Marketing, Strategy, Investments, Strategic Planning
Education
University of Kansas 1993 — 1997
BS, Business Administration w/Political Science concentration
Wells Fargo Advisors, LLC April 2009 - Present
Citi Smith Barney January 2001 - March 2009
Skills
Financial Advisory, Retirement Planning, Stock Analysis, Investments, Fixed Income Strategies, Strategic Planning, Small Business, Securities, Asset Allocation, Insurance, Annuities, Long Term Care, Public Speaking, 401k Rollovers, Concentrated Stock..., Life Insurance, Mutual Funds, Estate Investment...
Education
The University of Georgia
BA, Psychology
U S Capital Advisors June 2012 - Present
Wells Fargo Advisors, LLC March 1991 - June 2012
Prudential Securities 1997 - 2002
Prudential Securities March 1991 - March 1997
Merrill Lynch March 1986 - March 1991
Education
The University of Texas at Austin 1977 — 1981
BBA, Management
Wells Fargo Advisors, LLC September 2010 - June 2012
VMH Real Estate August 2009 - August 2010
Marcus & Millichap February 2007 - July 2009
Hendricks & Partners February 1997 - January 2007
Asset Plus Corporation January 1985 - January 1991
Education
The University of Texas at Austin 1978 — 2001
Bachelor of Administration, Finance and Real Estate
Wells Fargo Advisors, LLC August 2012 - Present
Morgan Stanley Smith Barney March 1999 - August 2012
Olde Financial January 1996 - March 1999
Skills
Investments, Asset Allocation, Mutual Funds, Securities, Financial Advisory, Alternative Investments, Retirement Planning, 401k, Investment Strategies, Retirement, Investment Management, Finance, Separately Managed..., Fixed Annuities, Wealth Management..., Equities
Education
University of Cincinnati 1993 — 1995
Bachelor of Business Administration (B.B.A.), Finance
The University of Texas at Austin 1989 — 1991
Tabb High School 1986 — 1989
Wells Fargo Advisors, LLC April 2010 - Present
Raymond James & Associates May 2005 - October 2010
SunTrust Robinson Humphrey October 2004 - May 2005
NBC Capital Markets Group February 1999 - October 2004
Skills
Investments, Securities, Retirement Planning, Asset Allocation, Financial Services, Retirement Plan..., Strategic Planning, 401k Rollovers, Financial Analysis, Fixed Income Strategies, Insurance, Retirement, Business Owner Planning, Financial Advisory, Investment Planning, Investment Strategies, Multi-Generational..., Risk Management, Stock Analysis, Tax Efficient Strategies
Education
The University of Georgia 1983 — 1987
B.A., Economics
Lopez, Dietzel & Perkins, P.C. May 2014 - Present
Wells Fargo Advisors, LLC May 2008 - December 2013
Skills
Marketing, Banking, Asset Allocation, Newsletters, Credit
Education
Truckee Meadows Community College 2009 — 2012
AAS, Business
Truckee Meadows Community College 2009 — 2012
General Studies
Truckee Meadows Community College 2009 — 2011
AAS, Paralegal Studies
Wells Fargo Advisors, LLC September 2008 - Present
UBS Financial Services June 2005 - August 2008
Merrill Lynch June 1999 - June 2005
Skills
Finance, Financial Advisory, Retirement Planning, Investments, Retirement, Wealth Management, Series 7, Strategic Financial..., Estate Planning, Wealth, Asset Managment, Asset Allocation, Risk Managed Investment..., Helping to Maximize...
Education
The Ohio State University 1983 — 1987
BS, Finance
Wells Fargo Advisors, LLC November 1995 - Present
Skills
Retirement Income..., 401(k) Rollovers, Retirement Planning, Investments, Tax-Efficient Strategies, Wealth-Preservation..., Risk Management, Insurance, Relationship Management, Fixed-Income Strategies, Business-Succession..., Concentrated Stock..., Deferred Compensation, Stock Analysis, Estate Planning, Asset Allocation, Portfolio Management, Mutual Funds, Asset Management, Retirement, Leadership, Finance, Fixed Annuities, Investment Strategies, IRAs, 401k, Analysis, Wealth, Wealth Management..., Roth IRA, Research
Education
The George Washington University 1989 — 1991
BA, English
Wells Fargo Advisors, LLC August 2014 - Present
Edward Jones February 2008 - August 2014
InterConnect Wiring 2006 - 2007
Coldwell Banker Real Estate 2002 - 2003
Coldwell Banker Real Estate 2002 - 2003
Skills
Investments, Finance, Retirement Planning, Insurance, Retirement, Fixed Annuities, Mutual Funds, IRAs, Securities, 401k, Life Insurance, Long-term Care, Asset Allocation, Financial Services, Asset Managment
Education
The University of Texas at Arlington 2005 — 2006
Communications, Public Relations
College for Financial Planning
Western hills high school
Wells Fargo Advisors, LLC January 2000 - Present
Merrill Lynch March 1993 - January 2000
Skills
• Wealth-Preservation..., • Stock Analysis, • 401(k) Rollovers, • Asset Allocation, • Concentrated Stock..., • Financial Advisory, • Fixed-Income..., • Investment Planning, • Investment Strategies, • Investments, • Retirement, • Retirement Savings, • Risk Management, • Securities, • Stocks, Mutual Funds,...
Education
University of Houston, C.T. Bauer College of Business 1988 — 1991
Master of Business Administration, Finance, Management and Accounting
The University of Texas at Austin 1980 — 1985
Bachelor of Business Adminstration, Finance, Accounting, Business Law
Wells Fargo Advisors, LLC August 2014 - Present
Morgan Stanley Wealth Management August 2011 - Present
Henry's Memphis BBQ, LLC December 2004 - December 2010
Commonwealth Cornerstone, Inc. July 1992 - July 2005
Boyle Investment Company August 1985 - June 1992
Skills
Investments, Wealth, Mutual Funds, Strategic Planning, Risk Management, High Net Worth..., Investment Strategies, Wealth Preservation, Wealth Transfer
Education
The University of Memphis 1982 — 1985
Bachelor's Degree
University of Tennessee-Knoxville 1980 — 1982
Rhodes College 1979 — 1980
Memphis University School 1973 — 1979
Diploma
Wells Fargo Advisors, LLC 2010 - Present
Paine Webber/UBS 1994 - 2010
Prudential Securities 1990 - 1994
E. F. Hutton 1982 - 1990
Laventhol & Horwath 1980 - 1981
Skills
Retirement Planning, Investment Strategies, Asset Allocation, Stock Analysis, Fixed - Income..., Mutual Funds, Insurance, Annuities, Debt Management
Education
University of South Florida - College of Business Administration 1978 — 1980
Bachelors, Accounting
The Ohio State University 1974 — 1977
Bachelors, Political Science
Money Concepts - Dublin Branch September 2010 - Present
Ohio Presbyterian Retirement Services June 2010 - Present
Ohio Presbyterian Retirement Services July 2008 - June 2014
Wells Fargo Advisors, LLC August 2001 - September 2010
Chancellor Health Care, LLC 1994 - 2005
Assisted Living Concepts, Inc. June 1999 - October 2000
Karrington Health, Inc. August 1996 - April 1999
Kettering Medical Center Corporation June 1979 - March 1994
United States Public Health Service January 1970 - December 1972
Skills
Strategic Financial..., Investments, Retirement, Finance, Small Business, Life Insurance, Management, Long-term Care, Pensions, Retirement Planning, Financial Advisory, Insurance, 401k, Employee Benefits, Financial Planning, Estate Planning, Retirement Income..., Long-term Care..., IRA Preservation..., Small Business..., Variable Annuity..., Variable Annuity..., Personal & Small...
Education
The George Washington University - School of Business 1968 — 1970
MBA, Healthcare Administration
Washington Adventist University 1962 — 1966
BS, Business Administration
Wells Fargo Advisors, LLC 2008 - Present
Skills
Investments, Asset Allocation, Alternative Investments, 401k, Retirement Planning, Finacial Advisory, Strategic Investments, Business Owner Planning, Concentrated Stock..., Estate Investment..., Insurance, Fixed Income Strategies
Education
Trinity College-Hartford 1989 — 1993
BA, Economics
Wells Fargo Advisors, LLC May 1996 - Present
Frost Bank January 1987 - May 1995
Skills
Investments, Retirement Planning, Investment Planning, Wealth-preservation...
Education
The University of Texas at San Antonio 1985 — 1990
Bachelors of Business, Business Management and Finance
Wells Fargo Advisors November 2011 - Present
Wells Fargo Advisors June 2010 - November 2011
Wells Fargo Advisors, LLC May 2009 - June 2010
Wachovia Securities March 2007 - May 2009
PMI Central Virginia Chapter January 2008 - June 2008
LGN Consulting March 2004 - June 2008
Richmond Strikers July 2001 - June 2008
PMI Central Virginia Chapter January 2006 - December 2007
Genworth Financial September 2005 - March 2007
PMI Central Virginia Chapter January 2004 - December 2005
Skills
Public Relations, Risk Assessment, Risk Management, Change Management, Leadership, Program Management, PMP, Project Management, Integration, Management, Cross-functional Team..., Strategic Planning, Process Improvement, Budgets, Project Portfolio..., Six Sigma, Strategy
Education
UCLA Anderson School of Management 2010 — 2010
Latino Leaders Program
The George Washington University - School of Business 2002 — 2003
Masters in Project Management
The University of Findlay 1998 — 1998
MS, Environmental Management
The University of Findlay 1997 — 1997
MBA, Business
Universidad de Los Andes 1990 — 1995
Civil Engineer, Civil Engineering
Wells Fargo Advisors, LLC April 2014 - Present
City of Madeira Beach, Florida May 2013 - December 2013
Skills
Public Policy, Microsoft Office, RFP, Local Government, Human Resources, Nonprofits, Policy, Administration, Government, Community Outreach, PowerPoint, Public Relations
Education
University of South Florida 2012 — 2013
Masters of Public Administration (MPA), Public Administration
The George Washington University 2007 — 2011
Bachelor of Arts (B.A.), Psychology
Wells Fargo Advisors, LLC 1984 - Present
Skills
Investments, Retirement Planning, Securities, Mutual Funds, Strategic Planning, Insurance, Brokerage, Financial Analysis, Small Business, Asset Allocation, Alternative Investments, Real Estate, Investment Properties, Business Development, Strategy, Public Speaking, Management, Due Diligence
Education
The University of Texas at Austin 1979 — 1983
Victoria High School 1974 — 1978
Wells Fargo Advisors, LLC 2008 - Present
A.G. Edwards & Sons, Inc. 2002 - 2008
Skills
Investments
Education
The University of Texas at Austin 1997 — 2001
Bachelor of Arts (BA), Psychology
Wells Fargo Advisors, LLC March 2014 - Present
Wells Fargo Advisors, LLC March 2013 - March 2014
Wells Fargo Advisors, LLC July 2008 - March 2013
Skills
Investments, Finance, Equities, Valuation, Securities, Fixed Income, Asset Allocation, Mutual Funds
Education
New York University - Leonard N. Stern School of Business 2011 — 2014
MBA, Finance
Trinity College-Hartford 2004 — 2008
Bachelor of Arts, Economics
Wells Fargo Advisors, LLC August 2005 - Present
Skills
Asset Allocation, Investment Strategies, Retirement Planning, Retirement, Mutual Funds, Retirement Income..., Annuities, IRA's, Long Term Care
Education
The University of North Dakota 1968 — 1971
Bachelor of Science, Mathematics
WELLS FARGO ADVISORS, LLC May 2005 - Present
Education
University of Southern California 1973 — 1975
M.S., Systems Management
The Ohio State University 1966 — 1970
B.S., Mathematics
Wells Fargo Advisors, LLC September 2012 - Present
Wells Fargo Advisors, LLC September 2012 - Present
UBS October 2008 - September 2012
Stife, Nicolaus, & Company, Inc. September 2000 - October 2008
Sterne Agee August 1995 - September 2000
Sunburst Finanncial Group, Inc. September 1993 - October 1995
Prudential Securities, Inc. October 1986 - September 1993
Skills
Investments, Asset Allocation, Mutual Funds, Retirement Planning, Securities, Municipal Bonds, 401k Rollovers, Estate Investment..., Wealth Preservation..., Tax-Efficient Strategies, Financial Advisory
Education
University of Southern Mississippi
Bachelor's degree
University of Alabama 1978 — 1982
Wells Fargo Advisors, LLC May 2009 - Present
SmithBarney January 2006 - May 2009
Legg Mason January 1997 - January 2006
Education
Trinity College-Hartford 1990 — 1994
BA, Economics and Computer Science
Wells Fargo Advisors August 2014 - Present
Wells Fargo Advisors September 2012 - August 2014
Wells Fargo Advisors LLC June 2011 - September 2012
Meyers Associates L.P. January 2011 - June 2011
Ethicon June 2010 - August 2010
East Coast Social Sports, Maryland April 2010 - August 2010
Ethicon Johnson & Johnson through Kelly Services January 2010 - May 2010
Allstate Wholesale Auto January 2007 - December 2008
Johnson & Johnson Health Care Systems through Kelly Services March 2006 - July 2006
Ethicon Johnson & Johnson through Kelly Services July 2005 - December 2005
Skills
Investments, Management, Finance, Social Networking, Mutual Funds, Sales Operations, Marketing, Sales, Facebook, Forecasting, Asset Allocation, Securities, Microsoft Office
Education
Towson University 2008 — 2010
BA, Business Administration
Wells Fargo Advisors LLC October 2014 - Present
Wells Fargo Advisors LLC January 2008 - September 2014
A.G. Edwards & Sons, Inc. April 1995 - January 2008
Skills
Investment Strategies, Asset Allocation, Finance, 401k Rollovers, Mutual Funds, Hedge Funds, Insurance, Fixed Income Strategies, Retirement Planning, Stock Market Analysis
Education
Trinity College-Hartford 1979 — 1983
Bachelor of Science (BS) - Psychology
Wells Fargo Advisors, LLC 2008 - Present
AG Edwards & Sons , Inc May 2004 - 2008
Education
The University of New Mexico 1966 — 1971
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
TD Ameritrade June 2013 - Present
BB&T Investments November 2012 - May 2013
Wells Fargo Advisors, LLC August 2008 - October 2012
Morgan Stanley June 2000 - August 2000
Education
The University of Georgia 1997 — 2001
Economics
Wells Fargo Advisors, LLC January 2010 - Present
Knight Transportation 2005 - 2010
FedEx 1996 - 2002
Education
The University of Memphis 1994 — 2000
Evangelical Christian School 1981 — 1994
Wells Fargo Advisors, LLC October 2011 - Present
Huntington Wealth Advisors June 2010 - October 2011
Smith Barney June 2003 - June 2010
Education
The Ohio State University 1984 — 1989
B.S. Business Administration, Finance
Euclid High School
Wells Fargo Advisors, LLC September 2010 - Present
Emergency Medical Services Corporation August 2002 - September 2010
Education
The University of Texas at Arlington 1985 — 1988
Bachelor of Arts (B.A.), Sales and Management
Harley Capital Management September 2014 - Present
Van Loan School of Professional Studies at Endicott College February 2014 - Present
Wells Fargo Advisors, LLC September 2012 - September 2014
Morgan Stanley December 2010 - January 2012
Ameriprise Financial Services, Inc. March 2009 - December 2010
Merrill Lynch Global Wealth Management July 2008 - February 2009
Thomassen Global, Inc. January 1999 - June 2008
BD June 1997 - October 1998
Fidelity Investments June 1996 - February 1997
Aon/Rath & Strong Management Consultants February 1995 - June 1996
Skills
Investments, Retirement Planning, Asset Allocation, Financial Services, Finance, Mutual Funds, Retirement Plan..., Financial Advisory, Estate Planning, Strategy, Investment Strategies, 401k, Fixed Annuities, Saving for Education, Alternative Investments, Retirement, Securities, Small Business, Insurance, 401k Rollovers, Analysis, Strategic Partnerships, Series 7, Strategic Financial..., Equities, Financial Planning
Education
Anderson Graduate School of Management at UCLA 1987 — 1989
MBA, Strategy
Thunderbird School of Global Management 1978 — 1979
Masters of International Management, International Finance
University of Notre Dame 1974 — 1978
Bachelor of Business Administration (BBA), International Finance, Spanish, German
Impact Financial Systems Inc. April 2012 - Present
LendingTree January 2011 - March 2012
Lasso Technologies, Inc. January 2000 - June 2011
Wells Fargo Advisors, LLC November 2009 - January 2011
Revenue Solutions, Inc. September 2008 - November 2009
LendingTree 2004 - 2005
Compass Group North America July 2002 - November 2003
Juldi Incorporated October 2000 - May 2001
DecisionOne Mortgage July 2000 - October 2000
Progressive Software March 1999 - December 1999
Skills
C#, WCF, JSON, XML, MVC, Windows Services, ActiveX, COM, SQL, DOM, AJAX, IoC, MSMQ, EDI, SOAP, UML, STL, MFC, SQL Server 2000-2008, Agile, Continuous Integration, Design Patterns
Education
The Ohio State University 1984 — 1989
BS, Aeronautical & Astronautical Engineering
Wells Fargo Advisors, LLC December 2009 - Present
Wells Fargo Advisors, LLC 2005 - December 2009
Wells Fargo Advisors, LLC 2005 - 2008
Fifth Third Bank 2002 - 2005
Fisher Investments 2000 - 2002
Fidelity Investments 1993 - 2000
Fidelity Investments 1993 - 2000
Education
The Ohio State University 1981 — 1985
BS / BA, Business Administration
Bay High School 1978 — 1981
BBVA Compass Investment Solutions April 2014 - Present
BBVA Compass October 2012 - March 2014
Wells Fargo Advisors LLC April 2012 - October 2012
Wells Fargo Bank October 2010 - October 2012
Skills
Personal Financial..., Wealth Management, Team Leadership, Microsoft Office, Loans, Credit, Banking, Cross Selling, Finance, Management, Portfolio Management, Sales, Series 6, Series 63, Series 7, Series 65, Investments, Retirement Planning, Life Insurance, Financial Advisory, Mutual Funds, Risk Management, Insurance, Financial Services, Relationship Management, Strategic Financial..., Securities
Education
Rice University 2013 — 2014
Graduate Certificate in Financial Planning, Financial Planning
The University of Texas-Pan American 2006 — 2012
Bachelor of Business Administration (BBA), Finance
Mariner Wealth Advisors May 2009 - Present
Wells Fargo Advisors, LLC November 2008 - May 2009
Wachovia Securities, LLC May 2007 - November 2008
A.G. Edwards & Sons, Inc. October 1992 - April 2007
Skills
Strategic Financial..., Asset Management, Financial Advisory, Wealth Management, Retirement Planning, Wealth, Asset Allocation, Series 7, ETFs, Wealth Accumulation, Investments
Education
The University of Kansas 1988 — 1991
Business Administration
Raymond James Financial, Inc. July 2015 - Present
Wells Fargo Advisors, LLC May 2014 - July 2015
Wells Fargo International Group September 2013 - May 2014
Helen of Troy May 2008 - January 2012
Skills
Risk Management, Investment Banking, Financial Analysis, Treasury Management, FX Options, Commercial Banking, Anti Money Laundering, Bank Secrecy Act, Foreign Exchange Risk..., International Banking..., Wholesale Banking, Investment Strategies, Investment Advisory, Equity Capital Markets, Equities, Options, Series 7, Series 63
Education
The University of Texas at El Paso 2009 — 2012
Bachelor of Business Administration (B.B.A.), Analytical Finance/Commercial Banking
The University of New Mexico - Robert O. Anderson School of Management 2007 — 2009
Wells Fargo Advisors, LLC November 2012 - Present
BNP Paribas Prime Brokerage March 2007 - November 2011
Banc of America Prime Brokerage March 2006 - March 2007
Skills
Hedge Funds, Fixed Income, Equities, Securities, Bonds, Series 7, Alternative Investments, Capital Markets, Equity Derivatives, Commodity, Interest Rate..., Credit Derivatives, Valuation, Management, Derivatives, Series 66
Education
The University of Dallas 2009 — 2012
MBA, Corporate Finance
University of California, Santa Barbara 2001 — 2005
Bachelor of Arts, Psychology
South San Francisco High School 1997 — 2001
High School Diploma
Tumlin, Levin, Sumner Wealth Management June 2015 - Present
Wells Fargo Advisors, LLC September 2007 - May 2015
A.G.Edwards & Sons January 1992 - September 2007
Skills
Investments, Portfolio Management, Wealth Management, Financial Advisory, Retirement Planning
Education
The University of Georgia 1988 — 1992
BA, Economics
Wells Fargo Advisors, LLC March 2015 - Present
Elixr Coffee Roasters 2010 - Present
Mashburn & Justice Capital 2011 - 2015
Denver Broncos Football Organization 2013 - 2014
Indianapolis Colts 2012 - 2013
National Football League Players Association 2012 - 2012
Philadelphia Eagles 2006 - 2012
GVA Smith/Mack Commerical Real Estate Firm 2009 - 2009
Skills
Asset Allocation, Business Planning, Business Strategy, Customer Service, Entrepreneurship, Financial Advisory, Financial Services, Insurance, Investment Strategies, Investments, Leadership, Life Insurance, Mutual Funds, Public Speaking, Retirement, Retirement Planning, Risk Management, Securities, Strategic Planning, Team Building
Education
The George Washington University - School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Notre Dame 2012 — 2012
Business Entrepreneurship Program
University of Pennsylvania - The Wharton School 2009 — 2009
NFL Business Management Program
University of Southern California 2002 — 2006
Bachelor’s Degree, Public Policy Analysis
WELLS FARGO ADVISORS, LLC April 2013 - Present
Wells Fargo Bank November 2010 - April 2013
Wells Fargo Bank August 2009 - November 2010
Wells Fargo May 2008 - July 2009
Education
The University of Texas at Austin 1999 — 2003
BA, Economics, Government
Wells Fargo Advisors, LLC October 2014 - Present
Wells Fargo August 2010 - October 2014
Marcia Mounsey Foundation July 2008 - October 2014
Centennial Estate Planning Council May 2010 - May 2013
MEMBERS Trust Company August 2009 - August 2010
ANB Bank February 2006 - August 2009
Education
University of Denver - Sturm College of Law 2000 — 2004
J.D., LL.M., Law, Taxation
The University of Texas at Austin 1997 — 2000
B.A., Latin American Studies, Government, History
Wells Fargo Advisors May 2015 - Present
Wells Fargo Advisors September 2012 - May 2015
Wells Fargo Advisors, LLC October 2010 - September 2012
Business Development September 2008 - October 2010
NewRiver May 2005 - May 2008
Corporate Executive Board July 2004 - May 2005
Jackson National Life Distributors, Inc., December 2003 - March 2004
Mutual of Omaha June 2002 - May 2003
State Street Research, Inc., April 2001 - March 2002
John Hancock Funds, Inc. September 1998 - February 2001
Skills
Investments, Retirement Planning, Insurance, Mutual Funds, Retirement, Financial Services, Relationship Management, Marketing Strategy, Sales, Fixed Annuities, Start-ups, 401k, Marketing, Leadership, Securities, Cross-functional Team...
Education
Trinity University-Washington 1984 — 1988
A.B., International Studies
Wells Fargo Advisors, LLC August 2011 - Present
Merrill Lynch October 1994 - July 2011
Education
Towson University 1989 — 1993
B.S. in Business and Economics, Business Administration
The John Carroll School 1985 — 1989
Wells Fargo Advisors, LLC July 2014 - Present
Skills
Bird Watching, Gardening, Teamwork, Microsoft Word, Microsoft Excel, Financial Analysis, Microsoft Office, Social Media, Tree Climbing, Fannie Mae, Finance, Investments, Customer Service, PowerPoint, Project Management
Education
University of Kansas 2010 — 2014
Bachelor's Degree, Finance, KU School of Business
Wells Fargo Advisors, LLC December 2008 - Present
Wachovia Securities, LLC October 2007 - December 2008
A.G. Edwards & Sons, Inc. March 2000 - October 2007
Education
The University of North Dakota 1988 — 1991
B.S., Financial Management
The American College
CFP® - CERTIFIED FINANCIAL PLANNER® Professional Designation Program
University of Pennsylvania - The Wharton School in conjunction with the IMCA
CIMA® - Certified Investment Management Analyst® Professional Designation Program
Wells Fargo Advisors, LLC May 2014 - Present
Morgan Stanley January 2006 - April 2014
Citigroup Global Markets January 2006 - January 2009
Viacom / MTV Networks - XM Radio January 2005 - May 2005
Skills
Customer Service, Microsoft Excel, Microsoft Office, Call Centers, Microsoft Word, Customer Satisfaction, PowerPoint, Outlook, Sales, Time Management, Access, Data Entry, Leadership, Process Improvement
Education
Towson University 2000 — 2006
Bachelor's degree, Business Administration/International Business
Ameriprise Financial Services, Inc. February 2014 - Present
Wells Fargo Advisors, LLC April 1999 - January 2014
JC Bradford April 1995 - April 1999
Russell Stover Candies June 1993 - April 1995
Education
The University of Memphis 1988 — 1993
Bachelor of Business Administration (B.B.A.), Sales/Marketing
Germantown High School
Wells Fargo Advisors, LLC February 2009 - Present
Merrill Lynch January 2005 - February 2008
Morgan Stanley January 1985 - January 2005
Skills
Financial Advising, Business Services, IRAs, IRA Rollovers, Retirement Planning, FINRA, Client-focused, Investments, Mutual Funds, Stocks, Bonds, FINRA Arbitrator, Estate Investment...
Education
The University of Texas at Austin 1972 — 1976
Bachelor of Business Administration (BBA)
Wells Fargo Advisors, LLC 2009 - Present
Wachovia Securities 2004 - 2009
Prudential Securities 1998 - 2003
Paine Webber 1991 - 1998
Rotan Mosle 1990 - 1991
Dean Witter Reynolds 1984 - 1990
Skills
Business Services, Retirement Planning for..., Estate Investment..., Retirement Planning, Investment Planning
Education
University of North Texas 1980 — 1982
Bachelor of Business Administration (BBA)
The University of Texas at San Antonio 1978 — 1980
Wells Fargo Advisors, LLC May 2009 - Present
Wachovia Securities, LLC January 2008 - May 2009
A.G. Edwards April 2000 - January 2008
Skills
Asset Allocation, Estate Investment..., Investment Strategies, Retirement Planning, Wealth Preservation...
Education
The University of Memphis
Bachelor of Science (BS)
Wells Fargo Advisors, LLC October 2014 - Present
BLADEX June 2006 - September 2013
Bank of America September 1998 - June 2006
Skills
Investments, Risk Management, Trade Finance, Cash Management, Securities, Financial Services, Financial Analysis, Credit Risk, Finance, Commercial Banking
Education
The University of Texas at Austin - The Red McCombs School of Business 1996 — 1998
MBA, Finance, Marketing
Universidad de Monterrey 1989 — 1993
LAE, Business
ASFM
ASFM
Wells Fargo Advisors, LLC 2009 - Present
Smith Barney 2000 - 2009
Education
The University of Texas at San Antonio
Bachelor's, Finance, Real Estate
Wells Fargo Advisors, LLC November 2014 - Present
Wells Fargo Advisors, LLC June 2014 - November 2014
Wells Fargo Advisors,LLC November 2013 - June 2014
Wells Fargo Advisors, LLC March 2011 - October 2013
Wells Fargo Advisors, LLC February 2009 - March 2011
Stewart Title Guaranty October 2005 - June 2008
Skills
Securities, Leadership, Program Management, Vendor Management, Investments, Business Analysis, Management, Microsoft Office, Training, Team Building, Project Management, Budgets, Cross-functional Team..., Business Strategy, Visio
Education
The Ohio State University 1976 — 1999
BA, Economics
Wells Fargo Advisors, LLC June 1985 - Present
Skills
Investments, Financial Analysis, Insurance, Retirement Planning, Strategic Planning, Asset Allocation, Small Business, Strategic Financial..., Mergers & Acquisitions, Mutual Funds, Retirement, Customer Service, Due Diligence, Budgets, Sales Management
Education
The University of Georgia 1976 — 1980
BSED
Wells Fargo Advisors, LLC March 2008 - Present
UBS Wealth Management August 1984 - March 2008
Skills
•401(k) Rollovers, •Business-Succession..., •Estate Investment..., •Retirement Planning, Wealth Preservation..., Annuities, •Asset Allocation, Equities, •Fixed-Income..., •Insurance, Mutual Funds, •Tax-Efficient..., Financial Advisory, Wealth Management, Investments, Asset Allocation, Management, Retirement Planning, Risk Management
Education
The University of Akron
Business, Business Administration
Wells Fargo Advisors, LLC January 2015 - Present
Grand Edge Financial LLC 2013 - 2014
Merrill Lynch 2010 - 2012
ICS PTSA 2008 - 2010
Merrill Lynch March 2006 - December 2008
.Net Developers Association 2006 - 2008
Symetra Financial 2001 - March 2006
ICS PTSA 2003 - 2005
Safeco December 1999 - 2001
NBBJ 1993 - December 1999
Education
The University of Texas at Arlington
MBA
University of Michigan
MS, Civil/Structural Engineering
University of California, Berkeley
BA, Architecure
Wells Fargo Advisors, LLC November 2010 - Present
U.S CONGRESS May 2008 - August 2008
Los Angeles Philharmonic May 2005 - August 2006
Skills
Public Policy, Fundraising, Non-profits, Policy Analysis, SPSS, Research, Government, Data Analysis, Spanish, Public Speaking, Leadership, Community Outreach
Education
The George Washington University 2006 — 2010
Bachelor of Business Administration, Business Economics & Public Policy
The George Washington University - School of Business 2006 — 2010
B.B.A, Business Economics, Public Policy, International Business
Notre Dame High School of Sherman Oaks 2002 — 2006
Wells Fargo Advisors, LLC August 2012 - Present
Morgan Stanley Wealth Management February 2004 - August 2012
UBS Wealth Management August 2001 - February 2004
A.G.Edwards and Sons,Inc. June 1992 - August 2001
Morgan Keegan and Company,Inc. January 1984 - March 1992
Skills
Investments, Wealth, Retirement Planning, Asset Allocation, Securities, Retirement, Investment Strategies, Mutual Funds, Separately Managed..., 401k Rollovers, IRAs, Finance, Alternative Investments, ETFs, Financial Analysis, Financial Advisory, Disability Insurance, Bonds, Long-term Care, Private Equity, Insurance, Valuation, High Net Worth..., Fixed Annuities, 401k, Personal Finance, Risk Management, Equities, Life Insurance, Fixed Income, Options, Hedge Funds, Financial Modeling, Capital Markets, Investment Banking, Financial Services, Investment Management, Wealth Management, Series 7, Series 63, Strategic Planning, Portfolio Management, Asset Management
Education
University of Mississippi 1979 — 1983
BBA, Managerial Finance and Economics
The University of Memphis 1989 — 1992
Master of Science (MS)
US Capital Advisors LLC 2014 - Present
Wells Fargo Advisors, LLC 2012 - 2014
Retired 2010 - 2011
Lord Abbett 1998 - 2009
Morgan Stanley 1988 - 1998
Education
American Graduate School of International Management 1987 — 1988
MBA, International Finance
The University of Texas at Austin 1980 — 1984
BBA, Accounting
Wells Fargo Advisors, LLC January 2014 - April 2015
Wells Fargo Advisors June 2012 - December 2013
Wells Fargo Advisors May 2007 - May 2012
Independent Broker Dealer July 2004 - April 2007
Prudential Securites, Inc May 1997 - June 2004
Skills
Financial Advisory, Asset Managment, Equities, Retirement, Fixed Annuities, 401k, Series 65, Credit, Banking, Financial Analysis, Relationship Management, Strategic Planning, Asset Allocation, Business Succession..., Concentrated Stock..., Deferred Compensation, Estate Investment..., Financial Reporting, Fixed Income Strategies, Investment Planning, Multi-Generational..., Retirement Planning, Retirement Plan..., Risk Management, Securities, Stock Market Analysis, Wealth Preservation..., Business Owner Planning, Investments, Alternative Investments, Asset Management, Succession Planning, Wealth Management..., Series 7, Commercial Lending, Credit Analysis, Investment Strategies, Wealth Management
Education
University of Kansas 1972 — 1976
BS, Business Administration and Economics
Chateaux Realty June 2015 - Present
ICON Advisers October 2014 - August 2015
Jackson November 2012 - October 2014
Wells Fargo Advisors, LLC July 2011 - November 2012
Wave Financial Partners, Inc. 2011 - 2012
Thayer Financial, Inc November 2010 - July 2011
American Family Insurance 2009 - 2011
Mr Fix It Handyman & Construction, Inc April 2005 - June 2009
POLAR PLOWING SERVICE November 2004 - May 2009
Skills
Real Estate, Real Estate Transactions, Real Estate Marketing, Real Estate Development, Sales, Series 7, 401k, Insurance, Financial Advisory, Strategic Financial..., Customer Service, Life Insurance, Small Business, Financial Planning, IRAs, Strategic Planning, Wealth Management, Asset Allocation, Portfolio Management, Sales Management, Financial Analysis, Marketing, Public Speaking, Investments, Financial Services, Retirement Planning, Finance, Retirement, Asset Management, Alternative Investments, Taxation of Trusts, Series 66, Sales Presentation..., Employee Benefits, Territory Account..., Sales Prospecting, Defined Benefit, Variable Annuities, Fixed Indexed Annuities, Defined Contribution, Portfolio Optimization, Portfolio Performance..., Stock Market Analysis, Business Tax Planning, Sales Rep Training, Wholesale, Strategic Consulting, Fixed Annuities, Health Insurance, Term Life Insurance
Education
The University of North Dakota 2004 — 2008
Bachelor of Arts (B.A.), Business Administration, Entrepreneurship
Shanley High School, Fargo, ND
Wells Fargo Advisors, LLC February 2007 - August 2015
Scottrade December 2010 - April 2011
Wells Fargo Advisors April 2008 - December 2010
Wells Fargo January 2007 - April 2008
Skills
Financial Advisory, Investments, Mutual Funds, 401k Rollovers, Retirement Planning, IRAs, Roth IRA, IRA Rollovers, Estate Planning, Insurance, Variable Annuities, Indexed Annuities, Investment Management, Government Bonds, Bonds, Stock Market, Finance, Investment Strategies, Retirement
Education
The University of New Mexico 2003 — 2007
Accounting and Finance
Los Lunas High School 1999 — 2002
High School
Wells Fargo Advisors, LLC October 1999 - Present
Skills
Investments, Finance, Risk Management, Securities, Analysis, Management, Portfolio Analysis
Education
The University of Texas at Austin - Red McCombs School of Business 1996 — 1998
B.B.A, Finance
Tyler Junior College 1994 — 1996
Business
Wells Fargo Advisors, LLC January 2015 - Present
Wells Fargo Bank, N.A. October 2013 - Present
Georgia State Senate - Government Administration 2013 - Present
Helzberg Diamonds February 2013 - March 2014
UBC Model United Nations 2011 - 2012
Gold Center 2009 - 2012
NorthWest Model United Nations 2011 - 2011
The University of British Columbia 2010 - 2011
UBC Centre for Teaching, Learning and Technology 2009 - 2011
JCPenney 2010 - 2010
Skills
Research, Training, Customer Service, Public Speaking, Microsoft Office, Microsoft Excel, Teaching, Event Management, Finance, Financial Analysis, Strategic Planning, Strategy, Consulting, Diplomacy, Banking, Sales, International Relations, International..., Foreign Policy, Investment Banking, Budgets, Program Management, Data Analysis, Loans, Credit, Consumer Lending, Wealth Management, Dance Instruction, Cross Selling, Small Business Lending, Long Term Relationship..., Brokerage, Leadership, Event Planning, Teamwork, Management, Time Management, Social Media
Education
The University of British Columbia / UBC 2008 — 2012
Bachelor of Arts (B.A.), International Relations and Political Science
Wells Fargo Advisors, LLC October 2000 - Present
Wells Fargo Advisors, LLC 2000 - 2009
Education
The University of Texas at Austin 1979 — 1985
Walmart February 2013 - Present
Walmart February 2012 - February 2013
Wells Fargo Advisors, LLC March 2009 - February 2012
National In-Store Marketing LLC, an Omnicomgroup Co May 2007 - March 2009
National In-Store Marketing LLC, an Omnicomgroup Co April 2005 - May 2007
National In-Store Marketing LLC, an Omnicomgroup Co October 2003 - April 2005
National In-Store Marketing LLC, an Omnicomgroup Co August 2002 - October 2003
Skills
Forecasting, Strategic Planning, Financial Analysis, Leadership, Financial Reporting, Management, Six Sigma, Team Building, Retail, Strategy, Merchandising, Accounting
Education
University of Minnesota-Twin Cities 1999 — 2002
Master of Arts, Philosophy, Area of Focus/Specialization: Business Ethics & Management
The University of Kansas 1995 — 1999
Bachelors of Arts, Philosophy
Wells Fargo Advisors, LLC September 2001 - Present
Janus Capital Group May 1999 - April 2001
Education
The University of Texas at Austin 1994 — 1999
Wells Fargo Advisors, LLC 2008 - Present
Prudential Investments February 1997 - March 2008
Johnson Heritage Trust Company June 1991 - December 1996
Landmark Trust Company August 1987 - June 1991
Gallop Johnson & Neuman June 1985 - July 1987
Skills
Wealth Management, Alternative Investments, Wealth Management..., Series 65, Series 7, 401k Rollovers, Investments, Series 63, Management Consulting, Portfolio Management, Retirement, Retirement Planning, Asset Managment, Fixed Annuities, Mutual Funds
Education
Washington University in St. Louis School of Law 1981 — 1984
JD; LLM (in Taxation)
The University of Memphis 1977 — 1981
Bachelor of Arts (B.A.), International Relations and Affairs, Summa Cum Laude
Wells Fargo July 2012 - Present
Bank of the West July 2010 - July 2012
Wells Fargo Advisors, LLC June 2008 - July 2010
Wells Fargo September 2007 - June 2008
Hi Def Web May 2003 - November 2005
Apple Computer 1998 - 2001
University of New Mexico 1997 - 2000
Skills
Outside Sales, Inside Sales, Strategic Financial..., Series 7, Series 66, Loans, Financial Analysis, Consumer Lending, Small Business Lending, Investments, Commercial Lending, Series 63, Mutual Funds, Retirement Planning, Real Estate, Risk Management, Uniform Combined State..., Small Business, Banking
Education
The University of New Mexico 1999 — 2004
Bachelors, Political Science
Valley High School 1996 — 1999
General
Salomon & Ludwin,LLC November 2009 - Present
Wells Fargo Advisors, LLC August 1996 - November 2009
Wachovia Securities 2001 - 2009
Education
The Ohio State University 1988 — 1993
BS, Economics
Hudson High
Ascendant Capital, LLC February 2013 - Present
Ascendant Mortgage Corp. February 2013 - Present
Wells Fargo Advisors, LLC October 2011 - January 2013
American Guaranty Financial Group February 2009 - September 2011
Merrill Lynch June 2008 - February 2009
Strategic Acquisitions Group November 2006 - June 2008
HP Financial Corp. March 1997 - November 2006
Skills
Mutual Funds, Financial Goals, Economics, Asset Managment, Finance, Asset Management
Education
The University of Texas at Austin 1986 — 1991
Bachelor of Arts, English
Strake Jesuit College Preparatory 1982 — 1986
Wells Fargo Advisors, LLC February 2009 - Present
Morgan Stanley January 1998 - February 2009
Lynx Investment Advisory, LLC 1993 - 1998
Office of The Vice President 1990 - 1992
Skills
Financial Services, Leadership, Investments, Investment Strategies, Loans, Wealth Management, Series 7, Equities, Management, Business Development, Financial Risk, Strategic Planning, Portfolio Management, Asset Management, Strategy
Education
The College of Wooster 1988 — 1991
The Trinity-Pawling School 1985 — 1987
Private High School
Benjamin F. Edwards & Co. August 2011 - Present
Wells Fargo Advisors, LLC 2008 - July 2011
A.G. Edwards & Sons, Inc. February 1991 - March 2008
Prudential Bache Securities January 1987 - January 1991
Dean Witter August 1984 - January 1987
Skills
Investments, Series 7, Retirement Planning, Wealth Management..., Wealth Management, Investment Advisory, Strategic Financial..., Estate Planning, Portfolio Management, Financial Analysis, Asset Management, Leadership, Financial Planners, Customer Service, Insurance, Strategic Planning, Public Speaking, Series 63, Mergers & Acquisitions
Education
The University of Tennessee at Chattanooga 1980 — 1984
BS, Accounting
McCallie School 1974 — 1980
Wells Fargo Advisors, LLC July 2005 - Present
Reno Aces 2009 - 2012
Skills
Customer Service, Sales, Microsoft Office, Marketing, Microsoft Excel, Budgets, Financial Analysis, Marketing Strategy, Facebook
Education
University of Nevada-Reno 1998 — 2003
Bachelor of Science (B.S.), Economics
Truckee Meadows Community College 1998 — 2002
Associate of Arts
Lemon Valley Elementary
J.P. Morgan May 2014 - Present
Morgan Stanley Private Bank April 2010 - May 2014
Wells Fargo Advisors, LLC May 2006 - April 2010
Charles Schwab Bank September 2004 - May 2006
Bank of the West January 2004 - September 2004
Merrill Lynch April 2000 - January 2004
Union Bank of California April 1998 - April 2000
Skills
Mortgage Lending, Banking, Commercial Banking, Series 63, Loans, Wealth Management, Series 7, Investments, Asset Managment, Financial Analysis, Series 24, Business Development, Performance Management, Coaching, Credit Analysis, Risk Management, Consumer Banking, Tailored Lending, Portfolio Management, Training, Liquidity Solutions, Relationship Management, Asset Management, Leadership, Finance
Education
The London School of Economics and Political Science (LSE) 1995 — 1996
Masters, International Accounting and Finance
University of Southern California 1991 — 1994
Bachelors, Finance and Business Economics
Wells Fargo Advisors, LLC 2008 - Present
Wachovia Securities September 2007 - June 2008
Ingenco LLC March 2007 - May 2007
Virginia State Auditor of Public Accounts March 2006 - February 2007
Hohner HSS 2004 - 2006
Boaz Accordions 1995 - 2004
Skills
Analysis, Risk Management, Financial Services, Financial Analysis, Management, Finance, Process Improvement, Project Management, Investments, Microsoft Excel, Access, Requirements Analysis, Training, Visio, Financial Modeling, Series 7, Statistical Regression..., FINRA Series 7, Thompson Beta, Mergers, Hypothesis Testing, R Programing Language
Education
The Johns Hopkins University 2015 — 2016
Certificate, Data Science, In Progress
Virginia Commonwealth University - School of Business 2005 — 2009
Post baccalaureate non-degree seeking, Business, Accounting, Finance
University of California, Berkeley 1994 — 1997
Bachelors, English
Wells Fargo Advisors, LLC October 2011 - Present
J.P. Morgan May 2010 - October 2011
Carolina First Bank October 2007 - May 2010
Wells Fargo Advisors, LLC January 1999 - January 2007
LaSalle Street Securities January 1997 - January 1998
Mesirow Financial January 1996 - January 1997
David A. Noyes & Co January 1994 - January 1996
Education
Triton-College 1989 — 1992
Wells Fargo Advisors December 2013 - Present
Wells Fargo Advisors, LLC June 2008 - December 2013
Morgan Stanley January 2001 - June 2008
Education
The University of Akron 1993 — 1997
Bachelor's degree, Business/Finance
Nordonia High School 1988 — 1991
UBS Financial Services, Inc. June 2010 - Present
Mobilife Biotech September 2009 - December 2010
UBS Financial Services, Inc. November 2009 - June 2010
Wells Fargo Advisors, LLC January 2009 - June 2009
Wachovia Securities, LLC May 2008 - January 2009
Education
University of California, San Diego 2006 — 2010
B.S., B.A., Management Science, Communications
The London School of Economics and Political Science (LSE)
Public Finance & Foundations of Management
LPL Finanical November 2014 - Present
Wells Fargo Advisors, LLC October 2011 - October 2014
Axa Advisors April 2010 - August 2011
Signametrics 2005 - 2009
ClearPoint Financial 2003 - 2005
Skills
Retirement Planning, IRAs, Investment Strategies, Asset Allocation, Mutual Funds, Financial Advisory, Fixed Annuities, Retirement, Long Term Care Insurance
Education
The University of Montana - School of Business Administration 1999 — 2003
BA, Finance
Garfield High School
Wells Fargo Advisors July 2011 - Present
Wells Fargo Advisors, LLC June 2007 - Present
Morgan Stanley November 1987 - April 2007
Education
The George Washington University - School of Business 1990 — 1995
MBA, Finance
GBT Realty March 2014 - Present
First Horizon National Corporation (First Tennessee Bank) June 2013 - March 2014
Informa July 2012 - June 2013
Wells Fargo Advisors, LLC January 2011 - August 2012
H B Sconyers and Company, LLC August 2008 - December 2010
First Tennessee Bank 1995 - 2003
Skills
Credit, Strategic Financial..., Portfolio Management, Team Leadership, Sales Management, Banking, Investments, Coaching, Financial Analysis, Financial Reporting, Mortgage Lending, Customer Service, Budgets, Loan Origination, Account Management, Wealth Management, Mortgage Banking, New Business Development, Team Building, Strategic Planning, Insurance, Risk Management, Small Business
Education
The University of Memphis
Wells Fargo Advisors, LLC January 1991 - Present
Education
The Ohio State University 1985 — 1990
BS, Finance
Wells Fargo Advisors. April 1997 - Present
Wells Fargo Advisors, LLC April 1997 - Present
Wachovia Securities April 1997 - January 2011
WSR 1992 - 1995
Rose Auto Stores 1984 - 1992
Skills
Securities, Financial Services, Banking, Budgets, Series 99, Risk Management, Wealth Management, Investments, Portfolio Management, Mutual Funds, Relationship Management, Financial Analysis, Credit, Finance, Management, Process Improvement, Business Analysis
Education
The University of Akron
BSBA Major in Accounting, Business
Marconi Wealth Consulting April 2013 - Present
Wells Fargo Advisors, LLC January 2011 - March 2013
Argent Financial Group January 2011 - January 2012
Wells Fargo Advisors August 2002 - January 2011
Skills
Wealth Management, Retirement Planning, Financial Services, Asset Allocation, Business-owner Planning, 401(k) Rollovers, Concentrated Stock..., Estate Investment..., Financial Advisory, Financial Reporting, Multi-generational..., Risk Management, Advisory Products, Stock Analysis, Wealth-preservation..., Stocks, Insurance, Mutual Funds, Bonds
Education
The University of Memphis 1990 — 1992
Master of Business Administration (M.B.A.), Business Administration and Management, General
The University of Memphis 1984 — 1987
BSME, Mechanical Engineering
Self Employed September 2013 - Present
Wells Fargo Advisors, LLC January 2013 - August 2013
Integrated Services Group, Inc. April 2012 - December 2012
Jerger Jewelers 2004 - March 2012
Autry Petroleum Company 1999 - 2004
Turbine Engine Components Textron 1997 - 1999
Boeing 1996 - 1997
Boeing 1994 - 1996
Boeing 1992 - 1994
General Dynamics 1989 - 1991
Skills
Portfolio Management, Retail, Small Business, Program Management, Analysis, Financial Analysis, Budgets, Sales Management, New Business Development, Strategic Planning, Business Development, Management Consulting, Strategy, Entrepreneurship, Public Speaking, Business Strategy, Start-ups, Management
Education
The University of Dallas 1990 — 1992
MBA, International Management
University of Wisconsin-Stout 1981 — 1985
BS, Mfg Eng
Wells Fargo Advisors, LLC August 2011 - Present
Chase Investment Services Corp. May 2001 - August 2011
Merrill Lynch September 1996 - December 2000
Torah Institute of America 1992 - 1996
Skills
Retirement Plan..., Multi-generational..., Investment Policy..., Rule 144 Stock, Investment Strategies, Estate Planning..., Nonprofits, Investment Portfolios, 401(k) Plan Design, Annuity Analysis, Employee Stock Options, Finance, Concentrated Stock..., Fixed Annuities, Variable Annuities, Family Office, Life Insurance, Term Life Insurance, Investments, Performance Reviews, Financial Guidance, Strategic Planning, Securities, Asset Allocation, Insurance, Relationship Management, Retirement, Retirement Planning, Retirement Savings, Risk Management, Stock Market Analysis, Stock Analysis, Tax-Efficient Strategies
Education
The New School 1989 — 1993
BA, Liberal Arts
Shaarei Torah of Rockland
Talmudic Studies
Wells Fargo Advisors, LLC February 2015 - Present
Wells Fargo Advisors, LLC November 2013 - February 2015
The Nations Law Firm, LLC October 2010 - August 2013
John Hancock and Associates August 2009 - July 2010
United States District Courts May 2008 - August 2008
Summers, Compton, Wells & Hamburg, P.C. October 2007 - February 2008
The United States Attorneys' Office May 2007 - August 2007
Westminster Christian Academy (St. Louis) January 2005 - May 2006
Admiral Party and Tent Rentals/ Now Belmont Party Rentals June 1996 - October 2002
Education
Washington University in St. Louis School of Law 2006 — 2009
J.D., Law
Washington University in St. Louis 2004 — 2005
M.A., American Culture Studies
Washington University in St. Louis 2000 — 2003
B.A., Magna Cum Laude, Political Science
The London School of Economics and Political Science (LSE) 2001 — 2002
General Course Program, Political Science
Raymond James September 2011 - Present
Wells Fargo Advisors, LLC June 2008 - September 2011
A.G. Edwards June 1999 - June 2008
Skills
Investments, Retirement Planning, Wealth Management, Strategic Financial..., Series 7, Estate Planning, Investment Advisory, Portfolio Management, Asset Allocation, Investment Strategies, Asset Managment, Equities, Financial Analysis, Financial Modeling, Trust Services, 401k Rollovers, Mutual Funds
Education
The University of Akron 1980 — 1983
B.S., Accounting
Wells Fargo Advisors, LLC April 2009 - Present
Pan American Games Rio 2007 June 2007 - July 2007
2004 U.S. Olympic Swim Team July 2004 - August 2004
Education
University of Southern California 1997 — 2001
BA, Social Sciences
The Master's College and Seminary
Master of Arts in Biblical Counseling in Progress
Wells Fargo Advisors, LLC December 1991 - Present
Skills
Investments, Retirement Planning, Asset Allocation, Mergers & Acquisitions, Insurance, Trusts, Small Business, Alternative Investments
Education
The Ohio State University 1969 — 1973
Wells Fargo Advisors, LLC January 2010 - Present
Merrill Lynch October 1993 - January 2010
Skills
Retirement Planning, 401k Rollovers, Asset Allocation, Estate Investment..., Fixed-Income Strategies, Insurance, Investment Planning, Tax Efficient Strategies, Wealth Preservation..., Investments, Retirement
Education
Towson University
Bachelor's Degree, Business
Wells Fargo Advisors, LLC February 1990 - Present
E.F. Hutton & Co. February 1970 - February 1990
Skills
Investments, Retirement Planning, Securities, Mutual Funds, IRA rollovers, 401(k) Rollovers, Financial Advisory, Financial Analysis, Financial Services, Insurance, Bonds, Annuities
Education
University of Kansas 1966 — 1969
Bachelor of Science in Business Administration, Finance
Wells Fargo Advisors LLC December 2008 - Present
Wells Fargo Bank April 2006 - December 2007
Wells Fargo Bank June 2004 - April 2006
Education
The University of Texas at Arlington - College of Business 1995 — 1997
Bachelor, Marketing
Wells Fargo Advisors, LLC January 2009 - Present
Merrill Lynch May 1999 - January 2009
Education
The University of Dallas
Master of Business Administration (M.B.A.)
Wells Fargo Advisors, LLC. October 2011 - Present
Wells Fargo Advisors, LLC November 2009 - October 2011
Morgan Stanley Smith Barney January 1992 - November 2009
Education
The University of Texas at Austin - Red McCombs School of Business
bba, Marketing, Finance
Wells Fargo Advisors, LLC June 1981 - Present
Skills
Customer Service, English, Research, Teaching, Public Speaking, HTML, Strategic Planning, Leadership, Portfolio Management, Marketing, Investments, Finance, Social Media, Team Building, Public Relations
Education
The University of Georgia 1976 — 1981
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Wells Fargo Advisors, LLC August 2009 - Present
Morgan Stanley Smith Barney September 1980 - August 2009
Skills
Uniform Combined State..., Retirement Planning, Wealth Management, 529 Plans, 401k Rollovers, Separately Managed..., Municipal Bonds, Asset Allocation, High Net Worth..., Trading, Investment Strategies, Life Insurance, Financial Advisory, Capital Markets, Mutual Funds, Equity Trading, Securities, Retirement, Derivatives, Variable Annuities, Fixed Annuities, Equities, Long Term Care Insurance, Insurance, ETFs, Investment Management, Wealth, Wealth Management..., Investments, Saving for Education, Asset Managment, Estate Planning, Bonds, Long-term Care, Hedge Funds, Retirement Plan..., Alternative Investments, 401k, Financial Services, Life & Health Insurance..., IRAs, Roth IRA, Portfolio Management
Education
The George Washington University 1973 — 1975
Master's degree, International Business, 3.7
Towson University 1969 — 1973
Bachelor's degree, International economics and political science, 3.3
towson high school 1966 — 1969
Wells Fargo Advisors, LLC August 2011 - Present
University of Houston-Victoria June 2010 - April 2011
Texas Higher Education Coordinating Board April 2005 - May 2010
Education
The University of Texas at Austin
Bachelor of Science, Political Science
University of Houston
Master of Science - Accountancy, Accounting/Taxation
Wells Fargo Advisors, LLC 2011 - Present
Stifel, Nicolaus & Company Inc. 2000 - 2011
Education
Triton College
Associate of Applied Science, Business, Management, Marketing, and Related Support Services, Graduated with High Honors
Wells Fargo Advisors, LLC March 1986 - Present
Skills
Investments, Portfolio Analysis, Retirement Planning, Finance, Wealth Planning, Management, Financial Services, Financial Advisory, Analysis, Wealth
Education
The University of Texas at Austin 1980 — 1984
Bachelor of Business Administration (BBA), Management and Finance
Wells Fargo Advisors, LLC September 2011 - Present
Education
The University of Texas at Austin 1990 — 1995
Bachelor of Business Administration (BBA), Accounting
Wells Fargo Advisors, LLC May 2014 - Present
Morgan Stanley Wealth Management December 1998 - May 2014
AXA Financial Advisors December 1996 - December 1998
Skills
401K Rollovers, Asset Allocation, Business Owner Planning, Deferred Compensation..., Insurance, Investment Planning, Retirement Planning, Wealth Management, Investments, Investment Advisory, Fixed Annuities, 401k Rollovers, Series 7, Strategic Financial..., Finance, Series 63, Financial Services
Education
The University of Memphis
Bachelor of Business Administration-Finance
Wells Fargo Advisors, LLC October 2000 - Present
Bank of America April 1988 - October 2000
Dean Witter Reynolds Inc. May 1984 - April 1988
Skills
retirement planning, investment strategies, asset allocation, risk management
Education
The University of Georgia 1982 — 1984
Master of Business Administration (M.B.A.), Finance, General
The University of Georgia 1979 — 1982
Bachelor of Arts (B.A.), Journalism-Advertising
Wells Fargo Advisors, LLC February 2009 - Present
Merrill Lynch August 1997 - February 2009
Skills
Financial Advisory, Investments, Retirement Planning, Wealth Preservation..., Liability Management
Education
The University of Texas at Dallas 1994 — 1997
Bachelor of Science, Business Administration