Wells Fargo Advisors, LLC

Industry: Subsidiary

Description

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

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

Wells Fargo Advisors, LLC Employees

Employee
Years
Job
Industry
Candice Amorim Candice Amorim New York, New York Details
Candice Amorim's Wells Fargo Advisors, LLC Experience March 2013 - Present
Job Registered Client Associate da empresa Wells Fargo Advisors, LLC
Industry Banking
Experience
Wells Fargo Advisors, LLC   March 2013 - Present
Perr&Knight  February 2008 - February 2012

Education
Universidade do Vale do Itajaí   1996 — 2002
Bachelor's degree, Law

Anthony DiNallo, CFP®, MBA Anthony DiNallo, CFP®, MBA Albany, New York Area Details
Anthony DiNallo, CFP®, MBA's Wells Fargo Advisors, LLC Experience April 2008 - Present
Job Senior Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2008 - Present
Merrill Lynch  January 1994 - April 2008
Sterling Organics   January 1992 - November 1994
US Army  May 1988 - November 1990

Skills
Retirement, Asset Management, Wealth Management, Investments, Portfolio Management, Financial Services, Series 7, Asset Allocation, Retirement Planning, Financial Advisory, Finance, Management, Securities, Business Development, Investment Advisory, Leadership, Mutual Funds, Alternative Investments

Education
Management Institute of Union College   1991 — 1994
Master of Business Administration (M.B.A.), Business Administration and Management, General

Union College, Graduate Management Institute   1991 — 1994
MBA, Business Administration

United States Military Academy   1984 — 1988
B.S, Mechanical Engineering

United States Military Academy at West Point   1984 — 1988
BS, Mechanical Engineering

MHS   1981 — 1984
High school

Tom Grier CRC® Tom Grier CRC® Dallas, Texas Details
Tom Grier CRC®'s Wells Fargo Advisors, LLC Experience 2013 - Present
Job Certified Retirement Counselor and Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC  2013 - Present
BBVA Compass  2010 - 2013
Morgan Stanley, Merrill Lynch, Wilbanks Securities   1984 - 2010

Skills
Fixed Income, Financial Risk, Risk Management, Investments, Equities, Finance, Financial Services, Hedge Funds, Structured Products, Mutual Funds, Financial Markets

Education
University of Arkansas at Fayetteville
Bachelor of Business Administration (BBA), Banking and Finance

Jared Neuhausen Jared Neuhausen Chicago, Illinois Details
Jared Neuhausen's Wells Fargo Advisors, LLC Experience June 2011 - August 2011
Job Senior Associate at BDO USA, LLP
Industry Financial Services
Experience
BDO USA, LLP  November 2014 - Present
EY  January 2012 - October 2014
Wells Fargo Advisors, LLC   June 2011 - August 2011
RenMax Sociedad de Bolsa   July 2010 - August 2010

Skills
Accounting, Financial Accounting, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Reporting, Account Reconciliation, Auditing, Financial Modeling, Risk Management, Financial Analysis, Due Diligence, CPA

Education
University of Illinois at Urbana-Champaign   2008 — 2011
Bachelor of Science (BS), Finance

University of Illinois at Urbana-Champaign   2008 — 2011
Bachelor of Science (BS), Accounting

University of California, Berkeley   2007 — 2008

Carrie Abbott Carrie Abbott Irvine, California Details
Carrie Abbott's Wells Fargo Advisors, LLC Experience September 2013 - Present
Job PCG Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 2013 - Present
Wells Fargo  August 2012 - September 2013
NJW LAW, APC   August 2011 - August 2012

Education
University of California, Irvine   2011 — 2011
Paralegal Certificate

University of California, Santa Barbara   2006 — 2010
Bachelor of Arts, English, Spanish

Alan Lui Alan Lui San Francisco Bay Area Details
Alan Lui's Wells Fargo Advisors, LLC Experience September 2013 - Present
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 2013 - Present
Wells Fargo Bank  November 2007 - September 2013

Skills
Insurance, Finance

Education
University of California, Riverside   2002 — 2007
BA, Business Economics

Mills High School   1998 — 2002

Nathan Steen Nathan Steen Carmel, California Details
Nathan Steen's Wells Fargo Advisors, LLC Experience July 2012 - Present
Job The North Group | First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2012 - Present
Rotary International  2014 - 2014
Merrill Lynch  October 2005 - July 2012

Skills
Investments, Investment Strategies, Retirement Planning, Finance, Asset Allocation, Financial Markets, Alternative Investments, Risk Management, Fixed Income Strategies, Securities, Financial Advisory

Education
University of California, Davis

Laurynas R. Misevicius Laurynas R. Misevicius Portland, Oregon Area Details
Laurynas R. Misevicius's Wells Fargo Advisors, LLC Experience October 2011 - November 2013
Job Assistant Vice President/Financial Solutions Advisor at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch  September 2014 - Present
Lithuanian Athletic Union of North America   2007 - 2015
Merrill Lynch  December 2013 - August 2014
Wells Fargo Advisors, LLC   October 2011 - November 2013
The Lithuanian American weekly "Amerikos lietuvis"   September 2003 - January 2012
Primerica  January 2011 - October 2011
UBS Securities LLC - Stamford (CT), Jersey City (NJ)   July 1998 - February 2009
University of Bridgeport  1996 - 2007
UBS Securities LLC  January 1999 - January 2002
Kuchma Corporation   January 1997 - January 1998

Education
University of Bridgeport   1994 — 1996
MBA, Business Administration, Finance

Vytautas Magnus University   1989 — 1995
Master; B.S, Marketing and International Commerce; Business Administration and Management

J. Jablonskio Secondary School   1977 — 1989

Sean Henderson Sean Henderson Greater Seattle Area Details
Sean Henderson's Wells Fargo Advisors, LLC Experience March 2000 - Present
Job Financial Advisor at Henderson Investment Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 2000 - Present

Education
UCLA   1990 — 1994
Bachelor of Arts (BA), History

Dan Kean Dan Kean Orange County, California Area Details
Dan Kean's Wells Fargo Advisors, LLC Experience July 2009 - December 2009
Job Portfolio Strategist with Madrona Funds
Industry Financial Services
Experience
Madrona Financial Services, LLC   September 2011 - Present
Madrona Funds, LLC   September 2011 - Present
Thrivent Financial for Lutherans  November 2010 - September 2011
University of California, Irvine  June 2009 - June 2010
UC Irvine  October 2009 - March 2010
Sigma Phi Epsilon  March 2009 - March 2010
UC Irvine Athletics  January 2009 - March 2010
Wells Fargo Advisors, LLC   July 2009 - December 2009
Sigma Phi Epsilon  March 2007 - February 2008

Education
University of California, Irvine   2005 — 2010
B.A., Economics, Specialization in International Issues, Minor in Management

Sean Muhlstein Sean Muhlstein Greater Los Angeles Area Details
Sean Muhlstein's Wells Fargo Advisors, LLC Experience May 2007 - July 2015
Job Financial Advisor
Industry Financial Services
Experience
Voya Financial  August 2015 - Present
Wells Fargo Advisors, LLC   May 2007 - July 2015
Wachovia Securities  July 2006 - May 2007
Yarkon Productions   February 2006 - July 2006
Sony Pictures Animation  September 2004 - December 2005

Skills
Microsoft Excel, PowerPoint, Investments, Microsoft Office, Insurance, Leadership, Sales, SmartStation, Social Media, Public Speaking, Microsoft Word, Outlook, Retirement Planning, Tax-Efficient Strategies, Retirement Savings, 401k Rollovers, Fixed Income Strategies, Deferred Compensation, Estate Planning..., Wealth Preservation..., Mutual Funds, Annuities, Concentrated Stock...

Education
University of California, Berkeley   2000 — 2004
Bachelor of Arts (B.A.), English Language and Literature, General

Michael Azar Michael Azar San Francisco, California Details
Michael Azar'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
JPMorgan Chase Bank, N.A.   November 2009 - April 2014
Bank of Amercia Investment   January 2008 - January 2009

Education
University of California, Riverside   2000 — 2004
BS, Computer Science

John E. Peterson John E. Peterson Houston, Texas Area Details
John E. Peterson's Wells Fargo Advisors, LLC Experience March 1987 - Present
Job First Vice President Investment Officer at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 1987 - Present

Skills
Series 7, Strategic Planning, Investment Strategies, Investment Advisory, Mutual Funds, Series 63, Investments, Wealth Management, Retirement Planning, Portfolio Management, Financial Advisory, Retirement, Financial Planning, Securities, Asset Allocation

Education
Villanova University   1969 — 1972
Bachelor, Civil Engineering

United States Naval Academy   1967 — 1969

Eddy Olandj, CFP® Eddy Olandj, CFP® Newport Beach, California Details
Eddy Olandj, CFP®'s Wells Fargo Advisors, LLC Experience April 2013 - Present
Job Senior Vice President Investments
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2013 - Present
Compak Asset Management  March 2000 - April 2013
Statewide Trading   1998 - 2000
Great Western Bank  1990 - 1997

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

Education
University of California, Irvine
Financial Planning and Services

Steven Laden Steven Laden Reno, Nevada Details
Steven Laden's Wells Fargo Advisors, LLC Experience August 1988 - Present
Job Senior Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 1988 - Present

Skills
Investments, Strategy, Retirement Planning, Financial Services, Team Building, Financial Analysis, Mutual Funds, Asset Management, Project Management, Investment Strategies, Alternative Investments, Fixed Income, Nonprofits, Securities, Asset Allocation, Strategic Financial..., Retirement, 401k

Education
University of California, Santa Barbara   1978 — 1982
Bachelor of Arts (B.A.), Business Economics

Lynbrook

Russell Blum Russell Blum West Palm Beach, Florida Area Details
Russell Blum's Wells Fargo Advisors, LLC Experience January 2001 - July 2015
Job Private Financial Advisor at SunTrust Investment Services, Inc.
Industry Financial Services
Experience
SunTrust Investment Services, Inc.   July 2015 - Present
Wells Fargo Advisors, LLC   January 2001 - July 2015
Smith Barney  August 1984 - January 2001

Education
State University of New York at Buffalo   1975 — 1979
Bachelor's of Science Degree, Business

Great Neck North High School   1970 — 1974

Noah Zim Noah Zim United States Details
Noah Zim's Wells Fargo Advisors, LLC Experience September 2008 - August 2012
Job Co Founder at Zoku
Industry Computer Software
Experience
Zoku   February 2014 - Present
Manufacturers' Financial Strategies   September 2012 - February 2014
Wells Fargo Advisors, LLC   September 2008 - August 2012
Morgan Stanley Investment Management  July 2007 - July 2008

Skills
Go-to-market Strategy, Fundraising, Operations Management, Entrepreneurship, Start-ups

Education
University of California, Los Angeles   1985 — 1990
Bachelor of Arts (B.A.), Music Composition

Crystal Springs & Uplands   1978 — 1985

Rani Pettis, CFP® Rani Pettis, CFP® Sacramento, California Area Details
Rani Pettis, CFP®'s Wells Fargo Advisors, LLC Experience January 1993 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 1993 - Present

Education
Holds FINRA Series 7, 63 registrations

UCLA
BS, Geology

UCLA
MS, Geology

Philippe Rodrigue, MBA Philippe Rodrigue, MBA Tarzana, California Details
Philippe Rodrigue, MBA's Wells Fargo Advisors, LLC Experience 2010 - 2014
Job USTA Tournament Director / Head Pro Assistant Director of Tennis (2014) / Teaching Pro
Industry Sports
Experience
Clubcorp. Braemar Country Club   2005 - Present
Wells Fargo Advisors, LLC   2010 - 2014
Partners Trust Real Estate Brokerage & Acquisitions / Sotheby's international Realty   2007 - 2010

Skills
Budgets, Strategic Planning, Management, Negotiation, Customer Satisfaction, Customer Service, Team Building, Microsoft Excel, Due Diligence, Operations Management, Research, Coaching, Project Planning, Analysis, Marketing, Social Media, Event Planning, Business Development, Event Management, Business Planning, New Business Development, Leadership, Marketing Strategy, Public Relations, Social Media Marketing, Finance

Education
Laval University   2002 — 2004
MBA, International Business

University of Utah - David Eccles School of Business   1995 — 1999
BA, Finance

Perry Buckman Perry Buckman Phoenix, Arizona Area Details
Perry Buckman's Wells Fargo Advisors, LLC Experience June 2007 - Present
Job Senior Vice President Investment Officer at Wells Fargo Advisors, LLC, AIF® CRPC®
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 2007 - Present
Wells Fargo  2007 - Present

Skills
Investments, Finance, Retirement Planning, Asset Allocation, Retirement, Mutual Funds, Asset Management, Financial Analysis, Public Speaking, Investment Strategies, Insurance, Securities, Long-term Care, Financial Advisory, Investment Planning, Estate Investment...

Education
University of Arizona   1984 — 1989

University of Arizona

James L Dill, Jr. James L Dill, Jr. Reno, Nevada Details
James L Dill, Jr.'s Wells Fargo Advisors, LLC Experience September 1996 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 1996 - Present

Education
University of California, Davis   1980 — 1985
Bachelor of Arts (B.A.), Political Science

Universityof California at Davis   1980 — 1985
Bachelor of Arts (B.A.), Political Science

Jeanine J. Burford Jeanine J. Burford Santa Barbara, California Details
Jeanine J. Burford's Wells Fargo Advisors, LLC Experience January 1997 - Present
Job Senior Financial Advisor, First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 1997 - Present
Santa Barbara Bank & Trust  January 1995 - December 1996
Smith Barney  June 1993 - December 1994
Merrill Lynch  January 1992 - June 1993

Education
UC Santa Barbara   1986 — 1990
Bachelor of Arts (B.A.), Business/Managerial Economics

Dos Pueblos High School   1982 — 1986

Caroline Acosta Caroline Acosta Charlotte, North Carolina Area Details
Caroline Acosta's Wells Fargo Advisors, LLC Experience October 2005 - Present
Job Compliance Consultant
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2005 - Present
JPMorgan Chase  April 2005 - October 2005
Wachovia Securities  September 2003 - April 2005

Skills
Series 9/10, Series 66, Securities, Mutual Funds, Series 53

Education
Union County College
Associate's degree, Liberal Studies

Robert Dressler Robert Dressler Palo Alto, California Details
Robert Dressler's Wells Fargo Advisors, LLC Experience February 2011 - Present
Job Regional Brokerage Manager / Senior Vice President / Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2011 - Present
Morgan Stanley Smith Barney  March 2001 - 2011
Morgan Stanley  December 1998 - March 2001
Morgan Stanley Dean Witter  December 1991 - December 1998
Dean Witter  December 1983 - December 1991

Skills
Recruiting, Sales Management, Risk Management, Retirement Planning, Team Building, Negotiation, Business Strategy, Hiring, Customer Relations, Compliance, Business Planning, Loans

Education
University of Arizona
BS, Management / Marketing

University of Pennsylvania - The Wharton School
Executive Education, Financial Markets / Economics

Scott Bartosh Scott Bartosh Houston, Texas Details
Scott Bartosh's Wells Fargo Advisors, LLC Experience January 2013 - July 2013
Job Financial Advisor, The Ashcroft Pesek Group at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co.   July 2013 - Present
Wells Fargo Advisors, LLC   January 2013 - July 2013

Education
Tulane University   2005 — 2009
Bachelor of Science in Management, Finance

Martin Philpot Martin Philpot Tucson, Arizona Area Details
Martin Philpot's Wells Fargo Advisors, LLC Experience August 2014 - Present
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2014 - Present

Education
University of Arizona, Eller College of Management   2011 — 2012
MBA, Finance

University of Iowa - Henry B. Tippie College of Business   1996 — 2000
Bachelor of Business Administration (BBA), Economics

Kim Gaxiola, CFP® Kim Gaxiola, CFP® San Jose, California Details
Kim Gaxiola, CFP®'s Wells Fargo Advisors, LLC Experience August 2004 - October 2010
Job Speaker, educator, advisor, and founder TechGirl Financial® by GFG
Industry Financial Services
Experience
TechGirl Financial® by Gaxiola Financial Group   October 2010 - Present
Wells Fargo Advisors, LLC   August 2004 - October 2010
Paine Webber/UBS   September 1998 - March 2001
ADP  1996 - 1998
Barclays Global Investors  June 1995 - September 1996

Education
University of California, Los Angeles   1990 — 1994
B/A, Economics

Live Oak High School   1988 — 1990

Jonathan Levitt Jonathan Levitt Greater New York City Area Details
Jonathan Levitt's Wells Fargo Advisors, LLC Experience July 2011 - April 2013
Job Vice President Investments Citi Personal Wealth Maagement
Industry Financial Services
Experience
Citi Personal Wealth Management  June 2015 - Present
PNC Investments  April 2013 - June 2015
Wells Fargo Advisors, LLC   July 2011 - April 2013
JPMorgan Chase  January 2008 - July 2011
Edward Jones  September 2007 - January 2008

Education
State University of New York at Albany   1987 — 1990
BA, Psychology

Scott Polish Scott Polish Cleveland/Akron, Ohio Area Details
Scott Polish's Wells Fargo Advisors, LLC Experience May 2008 - Present
Job Senior Vice President Branch Manger at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2008 - Present
Smith Barney  May 2001 - May 2008
Mcdonald & Company Investments   1991 - 1999

Education
University of Arizona   1986 — 1990
Bachelor of Science, Finance, and Economics

Gina Cereda Gina Cereda Newport Beach, California Details
Gina Cereda's Wells Fargo Advisors, LLC Experience February 2009 - Present
Job Managing Director Investments, Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2009 - Present
Morgan Stanley  October 1995 - February 2009

Skills
Investments, 401k Rollovers, Asset Allocation, Long Term Care Insurance, Financial Advisory, Employee Stock Options, Investment Planning, Finance, Wealth Management, Insurance, Financial Planning, Asset Management

Education
UCLA
Bachelor of Arts (BA), Sociology

David Lindstedt David Lindstedt Greater Los Angeles Area Details
David Lindstedt's Wells Fargo Advisors, LLC Experience January 2009 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2009 - Present
UBS  August 2002 - January 2009

Education
Tufts University   1974 — 1978
Bachelor of Science (B.S.), Chemical Engineering

Diane M. Nicholson Diane M. Nicholson Irvine, California Details
Diane M. Nicholson'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
Quiksilver, Inc.   2012 - 2013

Skills
Investments, Insurance, Finance, Mutual Funds, Retirement Planning, Marketing, Financial Services, Financial Modeling, Roth IRA, IRAs, Estate Investment..., Asset Allocation, 401(k) Rollovers

Education
University of California, San Diego
Bachelor's degree, International/Global Studies

Foothill High School
High School Diploma

Holy Family Cathedral

Michael Rowland, CRPC® Michael Rowland, CRPC® Pleasanton, California Details
Michael Rowland, CRPC®'s Wells Fargo Advisors, LLC Experience January 2013 - Present
Job Financial Consultant at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2013 - Present
Merrill Lynch  October 2006 - January 2013
US Navy  1987 - 1997

Skills
Investments, Retirement Planning, 401(k) Rollovers, Asset Allocation, Financial Advisory, Investment Strategies, Relationship Management, Retirement, Wealth Preservation..., Wealth strategies

Education
University of California, Los Angeles - The Anderson School of Management   1993 — 1997
Master of Business Administration (MBA), Finance, General

USC   1983 — 1987
Bachelor of Science (BS), Aerospace, Aeronautical and Astronautical Engineering

Jason Buenger Jason Buenger Irvine, California Details
Jason Buenger's Wells Fargo Advisors, LLC Experience December 1997 - Present
Job Senior Vice PresidentBranch Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   December 1997 - Present

Skills
Insurance, Investments, Mutual Funds, Securities, Retirement Planning, Asset Allocation, Financial Analysis, Portfolio Management, Series 63

Education
UCLA
Bachelor of Science (B.S.), Political Science and Government

David Schulman, CFP® David Schulman, CFP® New York, New York Details
David Schulman, CFP®'s Wells Fargo Advisors, LLC Experience November 2008 - Present
Job Managing Director Investments, Senior PIM Portfolio Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 2008 - Present
Smith Barney  August 2000 - November 2008
Morgan Stanley  November 1996 - August 2000

Skills
Investments, Finance, Capital Markets, Multigerational Wealth..., Financial Analysis, Wealth Preservation...

Education
New York University   2003 — 2003
Certificate in Financial Planning, School of Continuing and Professional Studies

University at Albany   1992 — 1996
BS, Business Administration

Lissa Harris Lissa Harris San Francisco Bay Area Details
Lissa Harris's Wells Fargo Advisors, LLC Experience January 2010 - Present
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2010 - Present
Morgan Stanley Smith Barney  December 2001 - January 2010
Charles Schwab  May 1993 - October 2001

Education
University of California, Irvine   1969 — 1973
BA, Linguistics

Josh Willard, CFP® Josh Willard, CFP® Mountain Home, Arkansas Details
Josh Willard, CFP®'s Wells Fargo Advisors, LLC Experience March 2011 - July 2014
Job Financial Consultant at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   July 2014 - Present
Wells Fargo Advisors, LLC   March 2011 - July 2014
Prewitt Wealth Management Group of Wells Fago Advisors, LLC   May 2007 - March 2011
United States Air Force  August 2001 - August 2005

Skills
Wealth Management, Retirement Planning, Financial Services, Management, Fixed Income, 401k Rollovers, Insurance, Liability Management

Education
University of Arkansas at Fayetteville   2005 — 2008
Bachelor of Science, Finance, and a minor in Accounting

Mountain Home High School   1999 — 2001
High School

Jason Hansen Jason Hansen Greater San Diego Area Details
Jason Hansen's Wells Fargo Advisors, LLC Experience July 2009 - Present
Job Vice President Investments, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2009 - Present
Morgan Stanley  February 2001 - July 2009
Phoenix Suns  1996 - 2000

Skills
Leadership, Investments, Management, Finance, Public Speaking, Marketing, Event Planning, Retirement Planning, Customer Service, Social Media

Education
University of Pennsylvania - The Wharton School   2006 — 2008
Executive Education - CIMA Level 1, Investment Consultants Program

University of Arizona
Marketing

Dixie State College

Flagstaff High School

Jason Sherr Jason Sherr Orange County, California Area Details
Jason Sherr's Wells Fargo Advisors, LLC Experience September 2010 - Present
Job Financial Advisor, Senior Vice President investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 2010 - Present
Morgan Stanley Smith Barney  October 1997 - September 2010

Skills
Investments, Strategy, Securities, Insurance, Retirement Planning, Asset Allocation, Mutual Funds, Mergers & Acquisitions, IRAs, Estate Investment..., 401k Rollovers, Business Owner Planning, Business-Succession..., Concentrated Stock..., Financial Analysis, Financial Advisory, Financial Services, Fixed Income Strategies, Investment Planning, Multi-generational..., Retirement Savings, Risk Management, Strategic Planning, tax efficient strategies

Education
University of California, Berkeley   1988 — 1992
BA, Architecture

Diana Winoker Diana Winoker Tampa, Florida Details
Diana Winoker's Wells Fargo Advisors, LLC Experience May 2008 - July 2012
Job Volunteer at Plant Museum
Industry Financial Services
Experience
Dress for Success -Tampa   May 2012 - Present
Plant Museum   May 2012 - Present
Wells Fargo Advisors, LLC   May 2008 - July 2012
Smith Barney  1983 - 2008
Dean Witter  October 1979 - August 1982
Merrill Lynch  December 1976 - October 1979

Skills
Volunteer Organization, St., St.Joseph's Womens ..., Financial Planning, Estate Planning, Retirement Planning, Funding, Asset Management, Asset Managment, Strategic Financial..., Investment Management, Wealth Management, Volunteering, Investments, Investment Advisory, Series 65, Mutual Funds, Asset Allocation, Loans, Insurance, Series 63, Series 7, Financial Analysis, Wealth Management..., Fixed Annuities, Financial Advisory, Retirement, Investment Strategies, Alternative Investments, Hedge Funds, Separately Managed..., ETFs, Life Insurance, Relationship Management, Financial Services, Small Business Lending, 401k, Personal Finance, FINRA, Bonds, Private Equity, Due Diligence, IRAs, Long-term Care, High Net Worth..., Finance, Wealth, Banking, Series 24, Financial Planners

Education
leadership Tampa   1979 — 1980

University of Tampa   1976 — 1979
MBA, Business

Newcomb College-Tulane University   1970 — 1974
BS, Psychology

Tulane University   1970 — 1974
BS, Psychology

H.B.Plant High School   1968 — 1970

Judy Hearn, CRPC® Judy Hearn, CRPC® Cincinnati, Ohio Details
Judy Hearn, CRPC®'s Wells Fargo Advisors, LLC Experience January 2009 - Present
Job Financial Advisor, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2009 - Present
Seasongood & Mayer   April 1984 - June 2008
Merrill Lynch  April 1982 - April 1984

Skills
Retirement, Municipal Bonds, Asset Allocation, Financial Advisory, Financial Services, Fixed-Income Strategies, Investment Planning, Insurance, Investments, Retirement Savings, Securities, Concentrated Stock..., Risk Management, Tax-Efficient Strategies, Investment Strategies

Education
University of Arizona   1977 — 1980
Information Systems

Ian Millman, CRPC® Ian Millman, CRPC® Greater New York City Area Details
Ian Millman, CRPC®'s Wells Fargo Advisors, LLC Experience May 2012 - Present
Job Vice PresidentInvestments, Senior Financial Advisor PIM Portfolio Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2012 - Present
Merrill Lynch  February 2007 - May 2012
Morgan Stanley  1999 - 2007

Skills
Wealth Management, Asset Allocation, Securities, Fixed Income, Equities, Alternative Investments, Investment Strategies, Valuation, Finance, Portfolio Management, Financial Risk, Financial Advisory, Wealth Management..., Mutual Funds, Investment Advisory, Series 7, Retirement Planning, Financial Planners

Education
State University of New York at Albany   2002 — 2006
Bachelor of Arts (B.A.), Business

LISA LOWRANCE LISA LOWRANCE Tyler, Texas Details
LISA LOWRANCE's Wells Fargo Advisors, LLC Experience March 2005 - Present
Job Senior Registered Client Associate Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 2005 - Present

Skills
Mutual Funds, Securities, Finance, IRAs, Financial Advisory, Investments, Risk Management, Retirement Savings, Retirement Planning, Financial Guidance, Rollovers

Education
University of Alabama at Birmingham
Bachelor of Arts (BA)

Veronica Chavarin Veronica Chavarin Greater Los Angeles Area Details
Veronica Chavarin's Wells Fargo Advisors, LLC Experience March 2007 - Present
Job Senior Registered Client Associate Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 2007 - Present
Merrill Lynch  January 2006 - February 2007

Skills
Finance, Retirement Planning, Investments, Portfolio Management, Strategic Financial..., Outlook, Securities, Financial Services, Financial Analysis, Mutual Funds, Equities, Asset Management

Education
University of California, Riverside   2001 — 2005
BS, Business Administration

Tony Rivera, CFP® Tony Rivera, CFP® San Francisco Bay Area Details
Tony Rivera, CFP®'s Wells Fargo Advisors, LLC Experience August 2011 - Present
Job Vice President, Senior Registered Client Associate of WELLS FARGO ADVISORS, LLC
Industry Financial Services
Experience
WELLS FARGO ADVISORS, LLC   August 2011 - Present
WELLS FARGO ADVISORS, LLC   January 2007 - August 2011
ML STERN Investment Securities   April 2004 - December 2006

Skills
Investments, Equities, Fixed Income, Hedge Funds, Alternative Investments, 401(k) Rollovers, Concentrated Stock..., Trading, Financial Analysis, Technical Analysis, Bloomberg, Capital Markets, Financial Advisory, Multigenerational..., Estate Investment..., Insurance, Retirement Planning, Risk Management, Microsoft Excel

Education
University of California, Berkeley   1999 — 2003
BA, Political Science

Loyola High School of Los Angeles

Michael Lambrakis, CFP® Michael Lambrakis, CFP® Newport Beach, California Details
Michael Lambrakis, CFP®'s Wells Fargo Advisors, LLC Experience July 2011 - November 2013
Job Portfolio Strategist / Investment Analyst at Beacon Pointe Advisors
Industry Financial Services
Experience
Beacon Pointe Advisors  November 2013 - Present
Wells Fargo Advisors, LLC   July 2011 - November 2013
Wells Fargo Bank, NA  January 2010 - July 2011

Skills
Portfolio Management, Wealth Management, Fixed Income, Alternative Investments, Asset Allocation, Asset Management, Investment Advice, Investment Analysis

Education
University of California, Los Angeles   2007 — 2009
Bachelor of Arts, History

Newport Harbor High School   2000 — 2004
High School Diploma

Norma Andrade Casanova, AAMS® Norma Andrade Casanova, AAMS® Sacramento, California Details
Norma Andrade Casanova, AAMS®'s Wells Fargo Advisors, LLC Experience September 2000 - Present
Job Associate Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 2000 - Present

Skills
Public Speaking, Motivational Speaking, Spanish-speaking, Financial Guidance, 401k Rollovers, Retirement Planning

Education
University of California, Davis   1991 — 1996
Bachelor of Arts (B.A.)

Lisa Nguyen Lisa Nguyen Irvine, California Details
Lisa Nguyen's Wells Fargo Advisors, LLC Experience February 2009 - November 2012
Job Market Insight Manager at VIZIO
Industry Consumer Electronics
Experience
VIZIO  July 2014 - Present
VIZIO  February 2014 - July 2014
VIZIO  November 2012 - February 2014
Wells Fargo Advisors, LLC   February 2009 - November 2012
Morgan Stanley  August 2008 - February 2009

Education
University of California, Irvine - The Paul Merage School of Business   2011 — 2014
MBA, Business

University of California, Irvine   2004 — 2008
Business Economics

Stewart Ritter Stewart Ritter Greater New York City Area Details
Stewart Ritter's Wells Fargo Advisors, LLC Experience September 2000 - Present
Job Senior Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 2000 - Present

Education
State University of New York at Albany   1978 — 1982
Bachelor of Science, Finance

S. Wasi Ahmed S. Wasi Ahmed New York, New York Details
S. Wasi Ahmed's Wells Fargo Advisors, LLC Experience December 2011 - Present
Job OPERATIONS LIAISON at Wells Fargo Advisors, LLC
Industry Investment Management
Experience
Wells Fargo Advisors, LLC   December 2011 - Present
Wells Fargo & Company / Wachovia   May 2006 - December 2011
NYBAP   2009 - 2010
Joseph Stevens & Company Inc   June 2005 - May 2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INC   May 2002 - August 2002

Skills
Investments, Finance, Risk Management, Financial Analysis, Equities, Alternative Investments, Financial Advisory, Auditing, Program Management, Marketing Strategy

Education
University at Buffalo   2003 — 2005
B.A, Economics

Universtiy at Buffalo   2002 — 2005
B.A., Economics

Todd Barnes CFP® Todd Barnes CFP® Woodland Hills, California Details
Todd Barnes CFP®'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
Union Bank (formerly Santa Barbara Bank & Trust)   January 2010 - March 2013
Santa Barbara Bank & Trust  2008 - 2009
Santa Barbara Bank & Trust  2007 - 2008
Wells Fargo  2006 - 2007
Wells Fargo  2005 - 2006
Citi (formerly Cal Fed Bank)   1998 - 2005

Skills
Investments, Management, Risk Management, Small Business, Team Leadership, Management Development, Change Management, Sales Process..., Training Facilitation, Cross-training, Cross-selling, Partnering, Sales Process..., Development &...

Education
University of Southern California - Marshall School of Business   2002 — 2004
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.69 (Top 10% of class)

UCLA
Bachelor of Arts (BA), Psychology with Business and Labor & Workplace Studies

ABA Stonier Graduate School of Banking at Wharton   2010 — 2012
Graduate School of Banking Certificate through American Banker's Association (ABA)

Pacific Coast Bankers School (PCBS) at University of Washington   2008 — 2010
Graduate School of Banking Certificate, Honors, Citation Award for Thesis

Cannon Trust School at Pepperdine   2009 — 2011
Certified Trust Financial Advisor (CTFA), Trust Management and Estate Planning

UCLA Extension Certificate Programs
Paralegal Degree In Business Law & Litigation (1999), Personal Financial Planning (March 2013)

ABA National Commercial Lending School at SMU
Commercial Lending

Joseph DeLano, CFP® Joseph DeLano, CFP® San Francisco Bay Area Details
Joseph DeLano, CFP®'s Wells Fargo Advisors, LLC Experience 1997 - Present
Job Associate Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   1997 - Present
Merrill Lynch  1990 - 1997
Merrill Lynch  1987 - 1990
Texas Instruments  1982 - 1987

Skills
Retirement Planning, Investment Planning, Investments, Financial Advisory, Finance, Asset Allocation, Tax-efficient planning

Education
University of California, Davis   1978 — 1982
B.S., Agricultural and Managerial Economics

Julie Sevelius Julie Sevelius Tampa/St. Petersburg, Florida Area Details
Julie Sevelius's Wells Fargo Advisors, LLC Experience June 2003 - Present
Job Associate Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 2003 - Present
United States Army  May 1997 - June 2003

Skills
Investments, Military, Operational Planning, DoD, Risk Management, Security Clearance

Education
University of Florida - Warrington College of Business Administration   2002 — 2005
Masters, Business

United States Military Academy at West Point   1993 — 1997
Bachelor's of science, Political Science, Systems Engineering

Moorhead High School, Moorhead MN   1989 — 1993

Simone Liu Simone Liu Greater Los Angeles Area Details
Simone Liu's Wells Fargo Advisors, LLC Experience January 2011 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2011 - Present
Wells Fargo  January 2011 - Present
Morgan Stanley Smith Barney  March 2005 - January 2011
UBS Financial Services  January 2003 - March 2005

Skills
Investments, Retirement Planning, Mutual Funds, Retirement, Finance, Investment Strategies, Financial Advisory, Fixed Annuities, Equities, Management, Life Insurance, Securities, Asset Allocation, Financial Modeling, Alternative Investments, Bonds, Economics, Mergers & Acquisitions, Private Equity, Financial Analysis, Valuation, Investment Planning, Estate Investment...

Education
University of California, Los Angeles   2002 — 2004

Robert McEliece Robert McEliece Greater Seattle Area Details
Robert McEliece's Wells Fargo Advisors, LLC Experience January 1987 - October 2011
Job Owner at McEliece Productions
Industry Financial Services
Experience
McEliece Productions   October 2011 - Present
Wells Fargo Advisors, LLC   January 1987 - October 2011
United States Navy  September 1964 - November 1995

Skills
Logistics, Transportation, Retirement Planning, Series 7, Investments, Wealth Management, Underwriting, Strategic Financial..., Insurance

Education
United States Merchant Marine Academy   1960 — 1964
B.S., Marine Transportation

Andrew Snett Andrew Snett Greater Los Angeles Area Details
Andrew Snett's Wells Fargo Advisors, LLC Experience July 1993 - Present
Job Managing DirectorInvestments at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 1993 - Present

Education
University of California, Santa Cruz   1986 — 1990
Economics, Enviromental Studies

Harvard School

Harvard-Westlake School

Mike C. Hayashi Mike C. Hayashi San Francisco Bay Area Details
Mike C. Hayashi's Wells Fargo Advisors, LLC Experience May 2004 - September 2004
Job Manager | IT Risk & Assurance | Ernst & Young, LLP
Industry Information Technology and Services
Experience
Ernst & Young, LLP   July 2005 - Present
UC Berkeley Information Technology   September 2003 - May 2005
Northwestern Mutual Financial Network  May 2003 - May 2005
Wells Fargo Advisors, LLC   May 2004 - September 2004
Vector Marketing (Cutco Cutlery)   September 1999 - October 2002

Education
University of California, Berkeley   2001 — 2005
Undergraduate, Economics & Business Administration (Accounting Emphasis)

Richard Midgley Richard Midgley Modesto, California Area Details
Richard Midgley's Wells Fargo Advisors, LLC Experience March 2010 - July 2011
Job Boys Basketball Head Coach at Modesto Christian High School
Industry Sports
Experience
Modesto Christian High School  June 2011 - Present
Wells Fargo Advisors, LLC   March 2010 - July 2011
Ricoh Business Systems  August 2009 - March 2010
British Basketball League   August 2006 - May 2009

Skills
Sports, Sports Marketing, Sports Management, Fundraising, Coaching, Basketball

Education
University of California, Berkeley   2002 — 2006
Bachelors of Arts, Social Welfare

Derek Scott Holtzinger Derek Scott Holtzinger San Francisco Bay Area Details
Derek Scott Holtzinger's Wells Fargo Advisors, LLC Experience April 1996 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 1996 - Present

Education
University of California, Berkeley   2001 — 2002
Diploma, Personal Financial Planning

Edith Cowan University, Western Australia   1993 — 1994
MBA, Strategic Planning

University of Utah   1981 — 1982
MFA

University of California, Santa Cruz   1978 — 1979
BA

David Hanson, PMP David Hanson, PMP Greater St. Louis Area Details
David Hanson, PMP's Wells Fargo Advisors, LLC Experience June 2009 - February 2011
Job
Industry Financial Services
Experience
Talentporte, Inc.   February 2015 - Present
Wells Fargo Advisors  October 2012 - February 2015
Wells Fargo Advisors through Bradford & Galt   January 2012 - October 2012
Express Scripts  May 2011 - January 2012
iBridge Solutions  March 2011 - May 2011
Wells Fargo Advisors, LLC   June 2009 - February 2011
Strategic Staffing Solutions  2009 - 2011
Maritz  September 1992 - April 2009
CNG Producing Company  1984 - 1992
Shell Oil Company  1980 - 1984

Skills
Resource Management, Project Management, PMO, Risk Management, Budget, Leadership, Analysis, Human Resources, Change Management, Vendor Management, Oracle, Management, Budgets, Program Management, Process Improvement, Information Technology, Business Analysis, Software Project..., Requirements Analysis, Mergers & Acquisitions, Forecasting, PMP, SDLC

Education
Tulane University   1985 — 1992
Bachelor

University of New Orleans   1980 — 1983
Bachelor

Ken Leonard Ken Leonard Albany, New York Area Details
Ken Leonard's Wells Fargo Advisors, LLC Experience December 2005 - Present
Job Senior Vice President Investments, CFP®, PIM Portfolio Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   December 2005 - Present
McDonald Investments  April 2002 - December 2005

Skills
Risk Management, Investments

Education
University at Albany, SUNY   1978 — 1982

Tyson Lai, CFP® Tyson Lai, CFP® San Francisco Bay Area Details
Tyson Lai, CFP®'s Wells Fargo Advisors, LLC Experience May 1997 - Present
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 1997 - Present
Citigroup  April 1996 - May 1997
Wells Fargo Bank  June 1988 - November 1990

Skills
Investment Strategies, Mutual Funds, Retirement Planning, Asset Allocation, Alternative Investments, Financial Advisory, Wealth Accumulation...

Education
University of California, Santa Cruz   1985 — 1991
BA, Politics

Mandir Nagdev Mandir Nagdev Los Gatos, California Details
Mandir Nagdev's Wells Fargo Advisors, LLC Experience March 2003 - Present
Job Financial Advisor at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC  March 2003 - Present

Skills
Retirement Planning, Estate Investment..., Risk Management, Insurance, Asset Allocation, Long Term Care Insurance

Education
University of California, Los Angeles
Bachelor of Science (BS), Economics

Caroline Pak Caroline Pak Seattle, Washington Details
Caroline Pak's Wells Fargo Advisors, LLC Experience September 2012 - May 2014
Job Financial Consultant at Evans Wealth Management Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Evans Wealth Management Group of Wells Fargo Advisors, LLC   June 2014 - Present
Wells Fargo Advisors, LLC   September 2012 - May 2014
Wells Fargo Advisors, LLC   April 2011 - September 2012
Wells Fargo  August 2004 - April 2011

Skills
Financial Services, Investments, Estate Planning...

Education
University of California, Santa Barbara
Bachelor of Arts (B.A.), Women's Studies

Whitney High School

John Agostino John Agostino Greater San Diego Area Details
John Agostino's Wells Fargo Advisors, LLC Experience January 2010 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2010 - Present
Morgan Stanley Smith Barney  December 2006 - January 2010
TD Waterhouse  January 2000 - December 2006

Skills
Asset Allocation

Education
University of California, San Diego   1992 — 2006
Psychology

Harry Hendricks CFP Harry Hendricks CFP San Francisco Bay Area Details
Harry Hendricks CFP's Wells Fargo Advisors, LLC Experience April 2009 - Present
Job Senior Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC  April 2009 - Present
WaMu Investments  January 1991 - May 2009

Skills
Investments, Financial Advisory, Wealth, Securities, Finance, Private Banking, Insurance, Asset Allocation, Loans, Mutual Funds, Estate Planning, Investment Advisory, Retirement, Series 7

Education
University of California, Davis   1975 — 1980
B.S.,B.A., Genetics/Economics

Matthew Hilliker Matthew Hilliker Sacramento, California Area Details
Matthew Hilliker's Wells Fargo Advisors, LLC Experience July 1996 - Present
Job Senior Financial Advisor, Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 1996 - Present

Skills
Investments, Finance, Insurance, Retirement Planning, Mutual Funds, Alternative Investments, Loans, Financial Analysis, Risk Management, Strategic Planning, Leadership, Forecasting, Management, Process Improvement, Budgets, Sales, Financial Advisory, Team Building

Education
University of California, Davis   1995 — 1996
Master of Science (MS), Applied Microeconomics

Alan E. Metheny Alan E. Metheny San Francisco Bay Area Details
Alan E. Metheny's Wells Fargo Advisors, LLC Experience May 2012 - Present
Job Managing Director Investments / Financial Advisor at Wells Fargo Advisors, LLC
Industry Investment Management
Experience
Wells Fargo Advisors, LLC   May 2012 - Present

Skills
Investments, Portfolio Management, Retirement Planning, Asset Allocation, Wealth Management, Mutual Funds, Finance, Alternative Investments, Series 7, Investment Strategies, Securities, Investment Advisory, Asset Managment, Municipal Bonds, Equities, Wealth, High Net Worth..., Insurance, Fixed Income, Asset Management, Series 63

Education
University of California, Berkeley   1979 — 1983
BA, History

Piedmont High School   1975 — 1979

Ellen Neumark, CFP® Ellen Neumark, CFP® Walnut Creek, California Details
Ellen Neumark, CFP®'s Wells Fargo Advisors, LLC Experience August 1986 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 1986 - Present

Skills
Mutual Funds, Investments, Finance, Investment Strategies, Asset Allocation, Strategic Planning

Education
University of California, Berkeley   1975 — 1981
B.A.

Dixon Bash Dixon Bash Tampa/St. Petersburg, Florida Area Details
Dixon Bash's Wells Fargo Advisors, LLC Experience August 2002 - February 2010
Job Lead Analyst for the Marketing Team at Market Info Group(MIG) LLC
Industry Financial Services
Experience
Marketing Team at Market Info Group(MIG) LLC   December 2011 - Present
SunTrust Investment Services  March 2010 - July 2010
WELLS FARGO ADVISORS, LLC   August 2002 - February 2010
AMSOUTH INVESTMENT SERVICES, INC   January 1994 - January 2002
AMSOUTH INVESTMENT SERVICES, INC   January 1994 - January 2002

Skills
Series 7, Financial Planning, Estate Planning, Wealth Management, Investments, Portfolio Management, Retirement Planning, Asset Management, Asset Allocation, Insurance, Fixed Income, Series 63, Equities, Options, Financial Analysis, Banking, Securities, Investment Advisory, Compliance, Wealth, Planning, 401k, Analysis, Mutual Funds, Trading, FINRA, Retirement

Education
United States Air Force Academy
BS, Engineering Management

University of Southern California
MS, Systems Management

Richard Miller, Jr., CFP® Richard Miller, Jr., CFP® Greater Chicago Area Details
Richard Miller, Jr., CFP®'s Wells Fargo Advisors, LLC Experience 1984 - Present
Job Senior Vice President Investment Officer at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   1984 - Present

Education
Tufts University - The Fletcher School of Law and Diplomacy   1971 — 1972
Masters

U.S. Air Force Academy in Colorado Springs
BA, Engineering and Political Science

Kevin Kellogg, CFP®, APMA(sm) Kevin Kellogg, CFP®, APMA(sm) Greater San Diego Area Details
Kevin Kellogg, CFP®, APMA(sm)'s Wells Fargo Advisors, LLC Experience 2007 - October 2010
Job Financial Advisor, Vice President, CFP® at Ameriprise Financial, Inc
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2010 - Present
Wells Fargo Advisors, LLC   2007 - October 2010
Banc of America Investments  1996 - 2007

Education
University of Phoenix   1998 — 2000
BS, Business Management

University of California, San Diego   1975 — 1978
History

Christopher A. Chaney Christopher A. Chaney Greater St. Louis Area Details
Christopher A. Chaney's Wells Fargo Advisors, LLC Experience November 2010 - February 2011
Job Director, Investor Relations at SunEdison (formerly MEMC Electronic Materials)
Industry Financial Services
Experience
SunEdison Semiconductor  February 2011 - Present
Wells Fargo Advisors, LLC   November 2010 - February 2011
NextEra Energy Power Marketing, LLC   July 2009 - July 2010
Stanford Group Company  March 2004 - March 2009
A.G. Edwards & Sons, Inc.   May 1994 - February 2003
Boatmen's Trust Company  1991 - 1993

Skills
Financial Modeling, Investment Management, Financial Analysis, Equity Research, Investments, Due Diligence, Strategy, Investment Banking, Valuation, Market Research, Private Equity, Investor Relations, Finance, Executive Management, Venture Capital, Equities

Education
Washington University in St. Louis - Olin Business School   1993 — 1997
MBA, Corporate Finance

Tulane University - A.B. Freeman School of Business   1987 — 1991
BSM, Accounting / Finance

St. Louis Country Day   1986 — 1987

Tom M. Mack Tom M. Mack Houston, Texas Details
Tom M. Mack's Wells Fargo Advisors, LLC Experience 2011 - 2014
Job Director of Network Office at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network  2014 - Present
Wells Fargo Advisors, LLC   2011 - 2014
JHS Capital Advisors, LLC  2010 - 2011
Smith Barney  2004 - 2010

Skills
Investments, Management, Banking, Business Development, Financial Advisory, Wealth Management, Leadership, Series 7, Team Leadership, Recruiting, Professional Mentoring, Executive Coaching, Goal-oriented..., Investment Advisory, Finance, Mortgage Lending, Securities, Financial Services, Insurance, Mortgage Banking, Portfolio Management, Mutual Funds, Retirement Planning, Loans, Asset Allocation, Wealth Management..., Strategic Financial..., Asset Management, Fixed Income, Equities, Investment Strategies, Alternative Investments, Hedge Funds, Financial Planning

Education
University of Arkansas at Fayetteville
BSBA, Finance and Banking

Kellie Hasken, CPA Kellie Hasken, CPA Saint Louis, Missouri Details
Kellie Hasken, CPA's Wells Fargo Advisors, LLC Experience August 2012 - Present
Job Regulatory Compliance Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2012 - Present
Deloitte & Touche, LLP   August 2008 - August 2012
Ernst & Young, LLP   June 2007 - August 2007
Stone Carlie, LLC   June 2006 - August 2006

Skills
Sarbanes-Oxley Act, Internal Controls, Auditing, CPA, Financial Reporting, Accounting, US GAAP, Financial Analysis, SEC filings, Big 4

Education
Truman State University   2007 — 2008
Masters of Accountancy

Truman State University   2003 — 2007
Bachelor of Science, Accounting

Mitchell McEntyre Mitchell McEntyre New York, New York Details
Mitchell McEntyre's Wells Fargo Advisors, LLC Experience May 2009 - April 2014
Job Foundation grantmaking, wealth management
Industry Financial Services
Experience
Villafranco Wealth Management   December 2014 - Present
Wells Fargo Advisors, LLC   May 2009 - April 2014
Wachovia Securities, LLC  January 2007 - April 2009
Arthur J. Gallagher & Co.   June 2005 - August 2005

Skills
Series 7, Fixed Income, Mutual Funds, Asset Allocation, Investments, Investment Strategies, Equities, Wealth Management, Financial Analysis, Retirement Planning, Valuation, Trading

Education
University of Arizona, Eller College of Management
Bachelor of Science in Business Administration, Business Management, 2006

Katrina Consiglio, CRPC® Katrina Consiglio, CRPC® Albany, New York Details
Katrina Consiglio, CRPC®'s Wells Fargo Advisors, LLC Experience June 1998 - Present
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 1998 - Present

Skills
Retirement Planning, Investments, Insurance, Securities, Series 7, Series 63, Series 65

Education
State University of New York at Albany   1998 — 2002
Master of Business Administration (MBA), Finance, General

State University of New York at Albany   1994 — 1996
Bachelor of Arts (B.A.), Psychology

Jeffrey McWhorter Jeffrey McWhorter Fort Collins, Colorado Details
Jeffrey McWhorter's Wells Fargo Advisors, LLC Experience January 2015 - Present
Job Financial Advisor, Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2015 - Present

Skills
Tailored Financial...

Education
University of California, Riverside   1992 — 1995
Bachelor of Science, Psychobiology

Renee Amochaev Renee Amochaev Santa Rosa, California Details
Renee Amochaev's Wells Fargo Advisors, LLC Experience July 2004 - September 2013
Job
Industry Financial Services
Experience
Portsmouth Financial Services   September 2013 - Present
Wells Fargo Advisors, LLC   July 2004 - September 2013
Smith Barney  March 2000 - July 2004
Merrill Lynch  1998 - 2000

Skills
Credit, Loans, Insurance, Mutual Funds, Bonds, Cash Management, Wealth Management, Series 63, Strategic Financial..., Asset Management, ETFs, Series 7

Education
University of California, Davis
BA, International Relations: Global Politics

Joshua Carnes, CRPC Joshua Carnes, CRPC Birmingham, Alabama Area Details
Joshua Carnes, CRPC's Wells Fargo Advisors, LLC Experience January 2007 - Present
Job Financial Advisor & Associate Vice President, Investment Officer for Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Rotary International  August 2008 - Present
Wells Fargo Advisors, LLC   January 2007 - Present
Summit Financial Products, Inc.   January 1997 - January 2007

Education
FBI Citizen's Academy   2014 — 2014
Counter Intelligence, espionage, terrorism, weapons of mass destruction, etc

Citizen's Police Academy   2013 — 2014
Homewood Police Foundation Alumni, Law Enforcement Investigation and Interviewing

College for Financial Planning   2008 — 2008
Charter Retirement Planning Counslor, Finance

University of Alabama at Birmingham   1999 — 2004
Finance & Criminal Justice, Finance

Corey Somarriba Corey Somarriba El Segundo, California Details
Corey Somarriba'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
Wells Fargo Advisors, LLC   December 2011 - March 2013

Skills
Retirement Planning, Finance, IRAs, Financial Advisory, Roth IRA, Retirement, Small Business, 401k, Financial Goal Setting, Investment Guidance, Financial Guidance, Tax Efficient Strategies, Small Business Plans, Event Planning, Microsoft Office, Microsoft Word, PowerPoint, Investments, Public Speaking, Customer Service, Microsoft Excel, Social Media

Education
University of California, Irvine   2008 — 2012
Business Economics

Newbury Park High School   2004 — 2008
High School Diploma

Matthew Harms Matthew Harms Greater Chicago Area Details
Matthew Harms's Wells Fargo Advisors, LLC Experience January 2008 - August 2010
Job
Industry Management Consulting
Experience
Baxalta  December 2014 - Present
Bain & Company  September 2012 - November 2014
Deloitte Consulting  May 2011 - August 2011
Wells Fargo Advisors, LLC   January 2008 - August 2010
First Allied Securities  October 2005 - January 2008

Skills
Business Strategy, Analytics, Equities, Financial Analysis, Investments, Asset Management, Consulting, Asset Managment, Equity Research, Public Speaking, Mergers & Acquisitions, Private Equity, Financial Services, Management

Education
University of Michigan - Stephen M. Ross School of Business   2010 — 2012
MBA

Truman State University   2001 — 2005
B.Sc., Economics

Galesburg High School

Galesburg High School

William Meredith William Meredith Valencia, California Details
William Meredith's Wells Fargo Advisors, LLC Experience January 2000 - Present
Job Senior Financial Advisor, Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2000 - Present

Education
University of California, Los Angeles   1995 — 1997
Business Economics

Marc Ackerman Marc Ackerman Greater Los Angeles Area Details
Marc Ackerman's Wells Fargo Advisors, LLC Experience November 2012 - Present
Job Senior Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 2012 - Present
Morgan Stanley Smith Barney  October 2007 - November 2012
Wells Fargo Investments, LLC  July 2000 - October 2007

Skills
Investments, Retirement Planning

Education
University of California, Santa Barbara

Robert Halter CFP® Robert Halter CFP® El Paso, Texas Area Details
Robert Halter CFP®'s Wells Fargo Advisors, LLC Experience September 2001 - Present
Job Financial Advisor, Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 2001 - Present
Wachovia Securities, LLC  January 2008 - May 2009
A.G. Edwards & Sons, Inc.   September 2001 - January 2008

Skills
Retirement Planning, Retirement Plan..., 401k Rollovers, Investment Strategies, Multi-generational..., Wealth Preservation..., Tax Efficiency, Financial Advisory, Asset Allocation

Education
University of California, Los Angeles
Bachelor of Science (B.S.), Mathematical Economics

Matthew G. Ward Matthew G. Ward Greater New York City Area Details
Matthew G. Ward's Wells Fargo Advisors, LLC Experience July 2012 - September 2012
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  July 2015 - Present
Goldman Sachs  May 2014 - August 2014
A. Gary Anderson Graduate School of Management  March 2014 - June 2014
Bank of the West (BNP Paribas Group)   June 2013 - August 2013
Wells Fargo Advisors, LLC   July 2012 - September 2012

Education
University of California, Riverside   2011 — 2015
B.S., Business Administration, Finance

Università Commerciale 'Luigi Bocconi'
UCEAP Study Abroad, Financial Economics

University of Oxford
Oxford Young Entrepreneurial Leadership Program

Vincent Burke Vincent Burke Boise, Idaho Area Details
Vincent Burke's Wells Fargo Advisors, LLC Experience January 2007 - Present
Job Financial Advisor, Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2007 - Present
Morgan Stanley  2001 - 2007

Skills
Investments, Asset Allocation, Mutual Funds, Retirement Planning, Retirement, Options, Investment Strategies, Wealth, ETFs, Municipal Bonds, Financial Analysis, Alternative Investments, Securities, IRAs, Financial Services, Financial Modeling, Saving for Education, Bonds, Fixed Annuities, Wealth Accumulation, Fixed Income, Leadership, Sales, Insurance, Finance, Solution Selling, Management

Education
University of California, Los Angeles   1973 — 1975
Bachelor of Arts, History

Verdugo Hills High School, Tujunga CA   1968 — 1971

Erin Whitt Erin Whitt Hot Springs National Park, Arkansas Details
Erin Whitt's Wells Fargo Advisors, LLC Experience December 2013 - Present
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   December 2013 - Present
Mitchell, Williams, Selig, Gates & Woodyard, P.L.L.C.   May 2007 - August 2013

Skills
Research, Microsoft Office, PowerPoint, Adobe Creative Suite, Website Updating, Social Media Marketing, Public Relations, Advertising

Education
University of Arkansas at Little Rock   2003 — 2011
BA, Political Science and Government

James Kirwan, PhD James Kirwan, PhD San Jose, California Details
James Kirwan, PhD's Wells Fargo Advisors, LLC Experience January 2011 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2011 - Present

Skills
Investments, Insurance, Wealth Management, Retirement Planning, Public Speaking, Retirement, Management, Leadership

Education
University of California, Berkeley
Doctor of Philosophy (PhD), Biophysics

Wayne Denson, CFP® Wayne Denson, CFP® Texarkana, Texas Details
Wayne Denson, CFP®'s Wells Fargo Advisors, LLC Experience July 2001 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
WELLS FARGO ADVISORS, LLC   July 2001 - Present

Skills
Retirement Planning, Wealth Management, Mutual Funds, Investments, Retirement, Strategic Financial..., Multi-generational..., Asset Allocation, Investment Planning, Financial Advisory

Education
US Air Force Academy   1989 — 1993
Bachelor of Science (B.S.), Political Science and Government

Webster University   1994 — 1996
Master of Business Administration (M.B.A.), Organizational Leadership

Erik Selness, CFP®, QPFC Erik Selness, CFP®, QPFC Atlanta, Georgia Details
Erik Selness, CFP®, QPFC's Wells Fargo Advisors, LLC Experience August 2010 - April 2015
Job Wealth Advisor, Dogwood Wealth Advisors; Financial Advisor, Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Dogwood Wealth Advisors, Raymond James Financial Services, Inc.   May 2015 - Present
Wells Fargo Advisors, LLC   August 2010 - April 2015
Morgan Stanley  2001 - 2004

Skills
Retirement Planning, Mutual Funds, Asset Allocation, Investments, Retirement, Investment Strategies, Risk Management, Securities, Investment Management, Bonds, Insurance, Retirement Plan..., Retirement Savings, Stock Analysis, Fixed-Income Strategies, Multi-Generational..., College Education..., Concentrated Stock..., 401k Rollovers, Wealth, Estate Planning

Education
Tulane University   1995 — 2000
BA, History

David McKissock David McKissock Mclean, Virginia Details
David McKissock's Wells Fargo Advisors, LLC Experience December 2012 - Present
Job Assistant Regional Support Center Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   December 2012 - Present
Merrill Lynch  May 2010 - October 2012
Bank of America  April 1994 - May 2010
MNB Brokerage Alternative   November 1991 - April 1994

Skills
Series 7

Education
Tulane University   1975 — 1979
Bachelor of Arts (BA), Economics

The Lawrenceville School   1972 — 1975

Billy Braselton Billy Braselton Midland, Texas Details
Billy Braselton's Wells Fargo Advisors, LLC Experience December 2010 - Present
Job Financial Advisor Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   December 2010 - Present

Skills
Finance, Securities, Asset Allocation, Diversification, Planning, 401(k) Rollovers, Business-Owner Planning, Business Succession...

Education
University of Arkansas at Fayetteville   1971 — 1974
Bachelor of Science (BS), Business Administration, Management and Operations

Chris Mikkelsen Chris Mikkelsen Greater St. Louis Area Details
Chris Mikkelsen's Wells Fargo Advisors, LLC Experience July 2008 - Present
Job Vice President, Products Marketing and Communications Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2008 - Present
Stifel Nicolaus  March 2001 - July 2008
American Century Investments  1996 - 2001

Skills
FINRA Series 7, 63, 65..., Chartered Retirement..., Series 7, Retirement Planning, Mutual Funds, Investments, Financial Advisory, Marketing Strategy, Strategic Planning, Series 63, Marketing Communications, Marketing, Social Media Marketing, Series 65, Series 24, Asset Allocation, Wealth Management, Investment Advisory, FINRA, Business Development, Securities, Separately Managed..., Retirement, 401k, Investment Strategies, Alternative Investments, ETFs, IRAs, Defined Benefit

Education
Truman State University   1991 — 1995
B.S., Finance

Boston University
Certificate in Financial Planning, Financial Planning

Andrea Morganti Andrea Morganti Miami/Fort Lauderdale Area Details
Andrea Morganti's Wells Fargo Advisors, LLC Experience April 2010 - January 2012
Job Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2010 - January 2012
Citrine by the Stones   March 2008 - April 2010
Givaudan  September 2004 - July 2007
Capilatis S.A.   January 1998 - September 2004
Manuel Tienda Leon S.A.   January 1996 - December 1997
Manuel Tienda Leon S.A.   September 1994 - December 1995
Manuel Tienda Leon S.A.   September 1993 - August 1994

Skills
Marketing, Market Research, Strategic Planning, Strategy, Negotiation, Management, Customer Service, Brand Management, Sales, Training, Teamwork, Marketing Strategy, Marketing Communications

Education
Universidad Argentina de la Empresa   1992 — 1998
B.A. Marketing, Marketing

Troy Baer, CFP® Troy Baer, CFP® Pittsburgh, Pennsylvania Details
Troy Baer, CFP®'s Wells Fargo Advisors, LLC Experience April 1995 - Present
Job First Vice President Branch Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 1995 - Present
Merrill Lynch  1991 - 1995
US Army  May 1987 - October 1991

Skills
Investments, Risk Management, Finance, Alternative Investments, Retirement Planning, Mutual Funds, Financial Analysis, Financial Modeling, Securities

Education
United States Military Academy at West Point   1983 — 1987
Bachelor of Science (BS), Engineering

Jon Pinckney Jon Pinckney Newport Beach, California Details
Jon Pinckney's Wells Fargo Advisors, LLC Experience February 2009 - Present
Job Associate Vice Presidentinvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2009 - Present
CITIGROUP GLOBAL MARKETS INC.  January 1999 - February 2009

Skills
Disability Insurance

Education
University of California, Irvine

Kayla Henson, PHR Kayla Henson, PHR Greater St. Louis Area Details
Kayla Henson, PHR's Wells Fargo Advisors, LLC Experience April 2008 - September 2011
Job Human Resources Specialist at Benjamin F. Edwards & Co.
Industry Human Resources
Experience
Benjamin F. Edwards & Co.   September 2011 - Present
Wells Fargo Advisors, LLC   April 2008 - September 2011
Wachovia/FirstPlace   April 2008 - June 2009
Spectrum Healthcare Resources  October 2007 - April 2008
Bulk Transport Company   January 2007 - April 2008
Spectrum Healthcare Resources  June 2007 - September 2007

Skills
Onboarding, Human Resources, Employee Relations, Employee Benefits, New Hire Orientations, Cold Calling, Full-cycle Recruiting, Orientation, PHR

Education
Webster University   2009 — 2011
Master, Human Resource Management

Truman State University   2005 — 2007
Bachelor of Science, Business Adminstration

Jefferson College   2003 — 2005
Assoicate of Arts, General

Crystal City

Crystal City

Shelly (Bracken) Martin Shelly (Bracken) Martin Greater St. Louis Area Details
Shelly (Bracken) Martin's Wells Fargo Advisors, LLC Experience August 2002 - December 2014
Job Marketing Production Manager, Asst. Vice President at Wells Fargo Advisors
Industry Marketing and Advertising
Experience
Wells Fargo Advisors  December 2014 - Present
Wells Fargo Advisors, LLC   August 2002 - December 2014
A.G. Edwards & Sons, Inc.   2002 - 2007
UnitedHealthcare  November 2000 - January 2002
Corporate Express Promotional Marketing  August 1994 - November 2000

Skills
Budgets, Project Management, Print Production..., Traffic Management, Strategic Sourcing, Advertising, Analysis, B2B, Business Development, Business Process..., CRM, Creative Direction, Customer Satisfaction, Digital Marketing, Digital Printing, Direct Mail, Email Marketing, Direct Marketing, Purchasing, Strategy, Trade Shows

Education
Truman State University   1988 — 1992
Bachelor of Science, Business Administration - Marketing

Gary Green Gary Green Tyler, Texas Area Details
Gary Green's Wells Fargo Advisors, LLC Experience April 2011 - June 2012
Job
Industry Financial Services
Experience
Kelly Community Federal Credit Union  June 2015 - Present
Kelly Community Federal Credit Union  January 2015 - June 2015
Kelly Community Federal Credit Union  June 2012 - January 2015
Wells Fargo Advisors, LLC   April 2011 - June 2012
Envoy Mortgage  September 2008 - April 2011
Texas Mortgage Source   September 2005 - September 2008
Wells Fargo Home Mortgage  March 2005 - September 2005
Centex Home Equity  April 2003 - March 2005
American General Finance  June 1998 - April 2003

Skills
Mortgage Lending, Loans, Loan Origination, Mortgage Banking, Refinance, Real Estate, FHA, Finance, Credit, Residential Mortgages, First Time Home Buyers, Banking, FHA financing, Consumer Lending, Customer Service, Home Equity Loans, Credit Unions, Government Loans, Management, Investment Properties, Construction Loans, Sales, Underwriting, Credit Analysis, New Home Construction..., VA Loans, Interim Construction..., Conventional..., Collections, Collections Management

Education
University of Texas at Tyler   1992 — 1995
Bachelor, Business Administration

Tyler Junior College   1989 — 1992
Associates, Business

Linden Kildare High School   1985 — 1989

Colin Wren Colin Wren La Jolla, California Details
Colin Wren's Wells Fargo Advisors, LLC Experience 2008 - Present
Job Senior Vice President Investments at WELLS FARGO ADVISORS, LLC
Industry Financial Services
Experience
WELLS FARGO ADVISORS, LLC   2008 - Present

Skills
Strategic Planning, 401(k) Rollovers, Investment Planning, Risk Management, Finance, Business Strategy, Investments, Small Business, Business Development

Education
UCLA   1986 — 1991
Bachelor's degree, Economics

San Ramon Valley HS

Beau Boyd Beau Boyd Montgomery, Alabama Area Details
Beau Boyd's Wells Fargo Advisors, LLC Experience February 2003 - July 2015
Job Financial Consultant at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Boyd Financial Group a Raymond James Affiliate   August 2015 - Present
Wells Fargo Advisors, LLC   February 2003 - July 2015

Skills
Banking, Finance, Asset Allocation, Financial Analysis, Investments, Mutual Funds, Portfolio Management, Retirement Planning, Wealth Management

Education
University of Alabama   1998 — 2001

Frank Brill Frank Brill Greater New York City Area Details
Frank Brill's Wells Fargo Advisors, LLC Experience April 2010 - July 2013
Job Financial Advisor and Registered Principal, Ambergris Wealth Management, LLC
Industry Financial Services
Experience
Ambergris Wealth Management, LLC   July 2013 - Present
Wells Fargo Advisors, LLC   April 2010 - July 2013
The Journal News/LoHud.com   1998 - 2009
Winston-Salem Journal/JournalNow.com   1985 - 1998

Skills
Retirement Income..., Social Security..., Investment Strategies, Mutual Funds, 529 Plans, Asset Allocation, ETFs, Alternative Investments, Variable Annuities, Stocks, Portfolio Assessment, Closed-end Funds, Options Strategies, Fixed Income Strategies, Long Term Care Insurance, Life Insurance, Fixed Annuities, Immediate Annuities

Education
Tulane University   1975 — 1979
BA, Political Science

Dina Greene Dina Greene New York, New York Details
Dina Greene's Wells Fargo Advisors, LLC Experience October 2010 - Present
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2010 - Present

Education
State University of New York at Albany   2006 — 2010
Bachelor of Arts (B.A.), Sociology

Peter Morimoto Peter Morimoto Greater San Diego Area Details
Peter Morimoto's Wells Fargo Advisors, LLC Experience October 1997 - Present
Job Senior Financial Advisor at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 1997 - Present

Education
University of California, San Diego   1993 — 1997

Keith Larkin Keith Larkin San Francisco Bay Area Details
Keith Larkin's Wells Fargo Advisors, LLC Experience September 2013 - Present
Job Financial Advisor, First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 2013 - Present
Deutsche Bank Alex. Brown  October 2006 - September 2013
Neuberger Berman  February 2003 - October 2006

Skills
Investments, Asset Allocation, Finance, Hedge Funds, Equities, Securities, Alternative Investments, Fixed Income, Capital Markets, Retirement, Bonds, Valuation, Private Equity, Equity Derivatives, Wealth Management, Wealth Management...

Education
University of Arizona   1991 — 1995

David N. De Nitto, CFP® David N. De Nitto, CFP® Mesa, Arizona Details
David N. De Nitto, CFP®'s Wells Fargo Advisors, LLC Experience February 2015 - Present
Job Branch Manager, Senior Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2015 - Present
Wells Fargo Advisors, LLC   February 2014 - February 2015
Merrill Lynch  January 2003 - February 2014
Morgan Stanley Dean Witter  August 1999 - January 2003
Morgan Stanley Dean Witter  March 1997 - August 1999

Skills
Financial Advisory, Asset Allocation, Finance, Retirement Planning, Alternative Investments, Retirement, Mutual Funds, Investments, Risk Management, Investment Strategies, Equities, Securities, Life Insurance, Fixed Annuities, Fixed Income, IRAs, 401k, Retirement Plans, investment planning

Education
University of Arizona   1994 — 1999
BS, Finance and Economics

Elizabeth Kellen Elizabeth Kellen Pacific Palisades, California Details
Elizabeth Kellen's Wells Fargo Advisors, LLC Experience May 2009 - 2010
Job Industrial Designer
Industry Design
Experience
Wells Fargo Advisors, LLC   May 2009 - 2010
Wachovia Securities  September 2004 - April 2009
Prudential Securities  August 1999 - August 2004
Elizabeth Kellen Design   January 1985 - March 1999
Sottsass Associati   September 1988 - March 1990

Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Industrial and Product Design

Mary Mottert Mary Mottert Greater St. Louis Area Details
Mary Mottert's Wells Fargo Advisors, LLC Experience June 1990 - Present
Job Quality Assurance Analyst/Test Coordinator at Wachovia Securities (AGEdwards)
Industry Information Technology and Services
Experience
Wells Fargo Advisors, LLC   June 1990 - Present
A.G. Edwards   1990 - Present
Cerner Corporation  June 1987 - June 1990

Education
Truman State University

Barb Hays Barb Hays Phoenix, Arizona Area Details
Barb Hays's Wells Fargo Advisors, LLC Experience December 2013 - Present
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   December 2013 - Present
Lofy Group Wealth Management, Inc.   March 1999 - July 2013
Training a la Carte  August 1993 - October 1998
General Leasing Co.   May 1990 - August 1993
Teen Challenge of Arizona  January 1989 - March 1990

Skills
Microsoft Word, Microsoft Excel, Training, Accounts Receivable, Customer Service, Bookkeeping, Leadership, Microsoft Office, Accounting, Financial Reporting

Education
University of Arizona   1984 — 1988
Bachelor of Science, Business Administration

Matthew Hagans, CFP® Matthew Hagans, CFP® Sacramento, California Area Details
Matthew Hagans, CFP®'s Wells Fargo Advisors, LLC Experience June 2004 - Present
Job Senior Registered Client Associate at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 2004 - Present
Etrade Financial  May 2003 - June 2004

Skills
Finance, Series 7, Investments, Series 63, Strategic Financial..., Retirement Planning, Insurance, Financial Analysis, Sales

Education
University of California, Davis   2010 — 2013
Master of Business Administration (MBA), Accounting and Finance

University of California, Davis   1997 — 2002
Bachelor of Science (BS) and Bachelor of Arts (BA), Managerial Economics and Ancient History

Holds FINRA Series 7, 63, 65

Justin Gordon Justin Gordon Topeka, Kansas Area Details
Justin Gordon's Wells Fargo Advisors, LLC Experience April 2013 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2013 - Present
Target  March 2006 - April 2013
Target  April 2009 - April 2010
Target  June 2004 - March 2006
US Army  June 1999 - May 2004

Skills
Investment Planning, Retirement Planning, Fixed Income Strategies, Risk Management, 401k Rollovers, Securities, Insurance, Leadership, Operations Management, Strategy, Logistics, Inventory Management, Military, Training, Team Building, Team Leadership, Process Improvement, Supply Chain Management, Inventory Control, Logistics Management, Operational Planning, Cross-functional Team..., Project Planning, Leadership Development, Army, Warehousing, Supply Chain, Military Experience, National Security, Asset Allocation, Military Logistics, Military Operations, Investments

Education
United States Military Academy at West Point   1995 — 1999
Economics

Sylvia Chisholm, PMP, CSSGB Sylvia Chisholm, PMP, CSSGB Glen Allen, Virginia Details
Sylvia Chisholm, PMP, CSSGB's Wells Fargo Advisors, LLC Experience April 2010 - February 2011
Job Senior Project Manager at Federal Reserve Information Technology
Industry Financial Services
Experience
Federal Reserve Information Technology  May 2014 - Present
ruota consulting limited   February 2014 - April 2014
Strategic Staffing Solutions (Capital One)   November 2012 - November 2013
Allianz Global Assistance (UDig through February, 2012)   February 2011 - November 2012
Wells Fargo Advisors, LLC   April 2010 - February 2011
Raymond James  September 2009 - March 2010
WACHOVIA SECURITIES, LLC  February 2004 - November 2008

Skills
SDLC, Project Management, Process Engineering, Financial Analysis, Six Sigma, Leadership, Marketing, Database Administration, Customer Service, Strategy, Databases, Functional Requirements, Networking, Recruiting, Sales

Education
Villanova University   2011 — 2011
Advanced Masters Certificate in Applied Project Management, Project Management, Resource allocation, A

Project Management Institute   2009 — 2009
PMP, Project Management

Villanova University   2008 — 2009
SSGB, Six Sigma Green Belt

ECPI Technical College   2001 — 2003
Associate of Applied Science, Web Development

University of Virginia   1987 — 1989
Bachelor of Science, Commerce; Finance

Universidad de Salamanca   1987 — 1987
Spanish

Richard Payton Richard Payton Little Rock, Arkansas Area Details
Richard Payton's Wells Fargo Advisors, LLC Experience July 2013 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2013 - Present
Morgan Stanley  April 2000 - July 2013
A.G. Edwards & Sons, Inc.   August 1990 - April 2000

Skills
Finance, Insurance, Asset Allocation, Fixed Annuities, Bonds, ETFs, Mutual Funds, Stocks, Annuities

Education
University of Arkansas
Bachelor of Arts (B.A.)

Marty Burggraf Marty Burggraf Fayetteville, Arkansas Area Details
Marty Burggraf's Wells Fargo Advisors, LLC Experience November 2012 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 2012 - Present
JHS Capital Advisors   November 2010 - September 2011
Sequoyah 1st Discount   January 1997 - October 2010
Owner OZARK PHOTOWORKSHOPS   2000 - 2002
A.G. Edwards & Sons, Inc.   1984 - 1997

Skills
Investments, Finance, Insurance, Risk Management, Retirement Planning, Financial Analysis, IRAs, Valuation, Mutual Funds, Retirement, Securities, Fixed Annuities, Strategic Planning, Analysis, Financial Reporting

Education
University of Arkansas

University of Arkansas at Fayetteville
business/nursing

Christina Boyer Christina Boyer Washington, District Of Columbia Details
Christina Boyer's Wells Fargo Advisors, LLC Experience April 2011 - February 2013
Job Merrill Lynch Market Executive Assistant
Industry Financial Services
Experience
Merrill Lynch  April 2015 - Present
Wells Fargo Advisors  March 2013 - April 2015
Wells Fargo Advisors LLC  April 2011 - February 2013
PNC Wealth Management  2008 - 2011
PNC Wealth Management  2006 - 2008

Skills
Banking, Alternative Investments, Asset Management, Securities, Portfolio Management, Financial Analysis, Uniform Combined State..., Credit Analysis, Fixed Income

Education
University of Baltimore   2006 — 2009
BS, Finance

james limoncelli james limoncelli San Francisco Bay Area Details
james limoncelli's Wells Fargo Advisors, LLC Experience September 2009 - Present
Job Regional Executive Manager PacNorth Region at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 2009 - Present
Morgan Stanley  October 2008 - August 2009
Wachovia Securities  June 2001 - October 2008
robertson stephens  March 1999 - April 2001
Prudential Securities  October 1988 - April 1999

Education
University at Albany, SUNY   1984 — 1988
ba, sociology, business

West Hempstead High School   1980 — 1984

Bryan Roberts, CRC Bryan Roberts, CRC Orlando, Florida Area Details
Bryan Roberts, CRC's Wells Fargo Advisors, LLC Experience February 2008 - Present
Job Vice President, Investments Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2008 - Present
SunTrust Investment Services  January 1997 - February 2008

Education
University of Alabama   1988 — 1992
B.S., Finance

Adam Band Adam Band Washington D.C. Metro Area Details
Adam Band's Wells Fargo Advisors, LLC Experience February 2009 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2009 - Present
John Hancock Life Insurance Company (U.S.A.)   September 2008 - January 2009

Education
University of Arizona   2003 — 2008
B.A., Communication, Business, Spanish, Portuguese

Virginia Leung Price Virginia Leung Price San Francisco Bay Area Details
Virginia Leung Price's Wells Fargo Advisors, LLC Experience March 1994 - Present
Job Senior Financial Advisor, Senior Vice President Investments at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 1994 - Present

Skills
Investments, Insurance, Finance, Portfolio Management, Risk Management, Wealth Management, Financial Analysis, Financial Services, Retirement Planning, Mutual Funds

Education
UC Berkeley   1980 — 1984
Bachelor of Arts (B.A.), Genetics

San Mateo High School

Diana Winoker Diana Winoker Tampa/St. Petersburg, Florida Area Details
Diana Winoker's Wells Fargo Advisors, LLC Experience May 2008 - Present
Job Sr.Vice PresidentInvestments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2008 - Present
Citi Smith Barney  April 1983 - May 2008
Dean Witter now Morgan Stanley   September 1979 - August 1982

Education
University of Tampa - John H. Sykes College of Business   1974 — 1979
MBA, Business

Tulane University   1970 — 1974
BS, Psychology

Jonathan Sanchez Jonathan Sanchez Cincinnati Area Details
Jonathan Sanchez's Wells Fargo Advisors, LLC Experience March 2009 - September 2012
Job Senior Vice President, Wealth Director PNC Wealth Management
Industry Financial Services
Experience
PNC  February 2015 - Present
PNC Wealth Management  2012 - February 2015
Wells Fargo Advisors, LLC   March 2009 - September 2012
Morgan Stanley Smith Barney  January 2001 - March 2009
Naval Special Warfare  1995 - 2000

Skills
Leadership, Motivational Speaking, Team Building, Team Management, Team Leadership, Teamwork, Retirement Planning, Investments, Wealth Management, Mutual Funds, Finance, Financial Advisory, Retirement, Financial Services, Risk Management, Alternative Investments, Asset Allocation, Portfolio Management, Asset Management, Financial Analysis, Strategic Financial..., Financial Modeling, Investment Advisory, Securities, Estate Planning, Investment Management, Investment Strategies

Education
United States Naval Academy   1991 — 1995
Economics, German

St. Francis de Sales   1987 — 1991
H.S.

Aaron Capan Aaron Capan Greater Los Angeles Area Details
Aaron Capan's Wells Fargo Advisors, LLC Experience February 2008 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2008 - Present
Morgan Stanley  January 2005 - February 2008

Skills
Retirement Planning, Series 7

Education
University of California, Los Angeles   1999 — 2004
Bachelor of Science, Mathematics/Economics

Hart Johnson, CFA Hart Johnson, CFA Montgomery, Alabama Area Details
Hart Johnson, CFA's Wells Fargo Advisors, LLC Experience January 2006 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2006 - Present
AmSouth Bank Asset Management   October 2003 - December 2005

Education
University of Alabama, Manderson Graduate School of Business   2001 — 2003
MBA, Finance

Vanderbilt University   1997 — 2001

Chartered Financial Analyst

Rick E. Lessley, CFP ® Rick E. Lessley, CFP ® Birmingham, Alabama Area Details
Rick E. Lessley, CFP ®'s Wells Fargo Advisors, LLC Experience October 2007 - Present
Job Financial AdvisorSVP Investments at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2007 - Present
Wells Fargo Advisors  October 2007 - Present
Merrill Lynch  August 1995 - September 2007

Skills
Investments, Finance, Asset Allocation, Insurance, Mutual Funds, Retirement, Investment Strategies, Retirement Planning, 401k, IRAs

Education
University of Alabama at Birmingham
BS-Business, Finance

John E. VanderPoel, MBA, CFP® John E. VanderPoel, MBA, CFP® Greater Grand Rapids, Michigan Area Details
John E. VanderPoel, MBA, CFP®'s Wells Fargo Advisors, LLC Experience December 1998 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   December 1998 - Present

Skills
Investment Strategies, Investment Planning, 401(k) Rollovers, Asset Allocation, Retirement Planning, Stock Analysis, Wealth-Preservation..., Retirement Savings, Risk Management, Securities, Fixed-Income Strategies, Insurance, Estate Investment..., Retirement-Plan..., Business-Owner Planning, Business-Succession...

Education
United States Air Force Academy   1966 — 1970
Bachelor's Degree, Science

University of Dayton   1970 — 1972
Master of Business Administration (M.B.A.)

Gerard Renk Gerard Renk San Francisco Bay Area Details
Gerard Renk's Wells Fargo Advisors, LLC Experience April 2014 - Present
Job Financial Consultant at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2014 - Present
Morgan Stanley Wealth Management  October 2012 - July 2013
Union Bank  January 2012 - October 2012
Private Family Office  January 2005 - January 2012
Wells Fargo  May 1994 - January 2005

Skills
Investments, Mutual Funds, Asset Allocation, Retirement Planning, 401k, Insurance

Education
University of California, Davis   1976 — 1981
Bachelor of Arts (BA), Psychology

crestmoor

crestmoor

James Barrett, CFP® James Barrett, CFP® Buffalo/Niagara, New York Area Details
James Barrett, CFP®'s Wells Fargo Advisors, LLC Experience March 1990 - Present
Job Senior Vice President Investment Officer, PIM Portfolio Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 1990 - Present

Skills
Wealth Preservation, 401K Rollover, Asset Allocation, Estate Planning..., Financial Advisory

Education
University at Buffalo
Bachelor of Science, Business Administration

Joshua G. Winston, CIMA Joshua G. Winston, CIMA Phoenix, Arizona Area Details
Joshua G. Winston, CIMA's Wells Fargo Advisors, LLC Experience March 2007 - February 2014
Job Financial Advisor Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2014 - Present
Deskhub   2014 - Present
Wells Fargo Advisors, LLC   March 2007 - February 2014
UBS  October 2000 - March 2007
Piper Jaffray  2000 - 2006

Education
University of Arizona   1995 — 1999
Bachelor of Arts (B.A.), Psychology

University of California, Berkeley
Certified Investment Management Analyst (CIMA)

Taylor Browman Taylor Browman Newport Beach, California Details
Taylor Browman's Wells Fargo Advisors, LLC Experience August 2006 - Present
Job Managing Director Investments
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2006 - Present
Smith Barney  1992 - 2006

Skills
Retirement Planning, Wealth Management

Education
University of California, Los Angeles   1975 — 1979
Bachelor of Arts (B.A.), Political Science and Government

Sarah Scaturro Sarah Scaturro Greater St. Louis Area Details
Sarah Scaturro's Wells Fargo Advisors, LLC Experience May 2014 - Present
Job Implementation Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2014 - Present
Wells Fargo Advisors, LLC   May 2012 - May 2014
Wells Fargo Advisors, LLC   September 2008 - June 2012
Cheresse Ink, LLC   June 2007 - June 2008

Skills
Securities, Risk Management, Series 7, Business Development, Program Management, Event Planning, Project Management

Education
University of Illinois at Urbana-Champaign   2004 — 2008
International Studies, Media Studies/Communications, Spanish

Universidad de Deusto   2007 — 2007
Spanish Language and Literature

Matthew Trundle Matthew Trundle Greater New York City Area Details
Matthew Trundle's Wells Fargo Advisors, LLC Experience February 2009 - Present
Job Associate Vice President Investment Officer at The BRW Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors. LLC  February 2009 - Present
Citi Smith Barney  November 2006 - February 2009

Skills
Investments, Insurance, FINRA, Certified Financial..., Asset Allocation, Retirement Planning, Financial Advisory, Wealth Preservation..., Multi-generational..., Risk Management, Fixed Income Strategies, Business Owner Planning, 401k Rollovers

Education
Tulane University - A.B. Freeman School of Business   2001 — 2006
Master of Finance, Finance

riverdale country school

riverdale country school

David Bossert, CFP® David Bossert, CFP® Fort Lauderdale, Florida Details
David Bossert, CFP®'s Wells Fargo Advisors, LLC Experience 2006 - Present
Job Financial Advisor Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2006 - Present
Citicorp Investment Services  1998 - 2006
Bank of Boston-Florida   1996 - 1997

Skills
Investments, Certified Financial..., Mutual Funds, Financial Advisory, Retirement Planning, Wealth Management, Asset Allocation, Investment Advisory, Securities, Finance, Insurance, Private Banking, Loans, Wealth, Management, Investment Strategies, Asset Management, Estate Planning, New Business Development, Wealth Management..., 401k, Life Insurance, Retirement, Strategic Financial..., IRAs, High Net Worth..., Fixed Annuities, FINRA, ETFs, Alternative Investments

Education
State University of New York at Albany   1977 — 1981
Bachelor of Arts (BA), Sociology, Business Administration

Jim Kinnally Jim Kinnally Fayetteville, Arkansas Area Details
Jim Kinnally's Wells Fargo Advisors, LLC Experience May 2009 - Present
Job Associate Vice President Investments, Financial Adivsor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2009 - Present

Education
University of Arkansas
MBA, Business Administration

Virginia Leung Price Virginia Leung Price San Francisco Bay Area Details
Virginia Leung Price's Wells Fargo Advisors, LLC Experience March 1994 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 1994 - Present

Education
University of California, Berkeley   1980 — 1985
Bachlors, Genetics

Joey Haberman Joey Haberman United States Details
Joey Haberman's Wells Fargo Advisors, LLC Experience March 2009 - Present
Job Senior FInancial Advisor at Wells Fargo Advisors, LLC
Industry
Experience
Wells Fargo Advisors, LLC   March 2009 - Present
Northern Trust Securities Services (Ireland) Limited   October 2005 - March 2009

Education
University of California, Berkeley   1992 — 1994
Bachelor's degree, Legal Studies, General

Michelle Nicole Payton Michelle Nicole Payton Charlotte, North Carolina Area Details
Michelle Nicole Payton's Wells Fargo Advisors, LLC Experience August 2012 - November 2014
Job Client Service Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2012 - November 2014
Wells Fargo Advisors  January 2011 - August 2012
E*TRADE Financial  2008 - 2008
E*TRADE Financial  2007 - 2008

Skills
Research, Escalation, Customer Service, IRAs, Asset, AML, Retirement, Trading, Options, Call Center, Fixed Income, Series 7, Series 63, Series 9, Series 10, Situational Leadership

Education
The Manchester Metropolitan University   2002 — 2003

University of California, Davis   1998 — 2000

John (Nick) Witry John (Nick) Witry San Francisco Bay Area Details
John (Nick) Witry's Wells Fargo Advisors, LLC Experience November 2001 - August 2012
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   August 2012 - Present
Wells Fargo Advisors, LLC   November 2001 - August 2012
BKP Capital Management   October 1997 - October 2001

Skills
Series 7, Wealth Management, Portfolio Management, Investments, Asset Allocation, Series 63, Investment Advisory, Alternative Investments, Fixed Income, Securities, Equities, Asset Management, Strategic Financial...

Education
University of California, Davis   1987 — 1992
Bachelor of Arts (B.A.), Economics

Angelina Turner Angelina Turner Greater Los Angeles Area Details
Angelina Turner's Wells Fargo Advisors, LLC Experience 2006 - Present
Job
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2006 - Present

Skills
Series 7, Mutual Funds, Wealth Management, Series 63, Retirement Planning, Securities, Retirement, Investment Advisory, Financial Advisory, Asset Allocation, 401k, Investment Strategies

Education
University of California, Los Angeles   1965 — 1969
Literature

Peter Valvur Peter Valvur Lafayette, California Details
Peter Valvur's Wells Fargo Advisors, LLC Experience April 2012 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2012 - Present

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

Education
UCLA
Bachelor of Arts, Economics

Stephen Marcum Stephen Marcum Roseville, California Details
Stephen Marcum's Wells Fargo Advisors, LLC Experience
Job Market Compliance Specialist at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  

Education
UC Davis
Bachelor of Science (B.S.), Economics

Jean-Pierre Lucas Jean-Pierre Lucas Greater New York City Area Details
Jean-Pierre Lucas's Wells Fargo Advisors, LLC Experience October 2010 - Present
Job First Vice President Investment Officer, Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2010 - Present
UBS Wealth Management  June 1995 - October 2010

Education
University at Buffalo

Adalberto Peraza Jr Adalberto Peraza Jr Riverside, California Details
Adalberto Peraza Jr's Wells Fargo Advisors, LLC Experience July 2013 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2013 - Present

Education
University of California, Riverside   2000 — 2004
Business Administration, Finance

Ivy Luu Ivy Luu San Jose, California Details
Ivy Luu's Wells Fargo Advisors, LLC Experience November 2005 - Present
Job Financial Advisor | Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 2005 - Present

Skills
Financial Advisor, Financial Services, Investments, Insurance, Retirement Planning, Finance, Strategy, Portfolio Management, Asset Management, Banking, 401k Rollovers, Retirement Savings

Education
University of California, Davis   1997 — 2001
Bachelor's Degree

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