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
LARRY LEPPO LARRY LEPPO Naples, Florida Area Details
LARRY LEPPO's Wells Fargo Advisors, LLC Experience September 1990 - Present
Job Managing DirectorInvestments at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 1990 - Present

Education
University of Massachusetts Boston   1977 — 1981
BA, Business

Lisa Lohe Lisa Lohe Greater St. Louis Area Details
Lisa Lohe's Wells Fargo Advisors, LLC Experience October 2009 - October 2010
Job Senior Systems Engineer at Equifax Workforce Solutions
Industry Computer Software
Experience
Equifax Workforce Solutions  November 2010 - Present
Wells Fargo Advisors, LLC   October 2009 - October 2010
MasterCard  March 2009 - October 2009
Edward Jones  February 1988 - July 2008
Arthur Andersen  January 1987 - February 1988

Skills
Software Project..., Business Analysis, Agile, COBOL, Oracle, SDLC, SQL, Visio, Requirements Analysis, Mainframe, Requirements Gathering, Process Improvement, Systems Analysis, DB2, Agile Methodologies, Testing, Program Management, Web Services, Software Documentation, Quality Assurance, .NET

Education
Webster University   2011 — 2014
MA in Information Technology Management, Academic Honors

University of Missouri-Columbia   1983 — 1987
BSBA, Business Logistics, Magna Cum Laude

Parkway Central

Parkway Central

Bruce G. Spence Bruce G. Spence Greater Boston Area Details
Bruce G. Spence's Wells Fargo Advisors, LLC Experience December 2011 - Present
Job Complex Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   December 2011 - Present
Morgan Stanley Smith Barney  October 2009 - December 2011
Smith Barney  November 1995 - October 2009
Shearson / Smith Barney   1987 - 1995
Shearson  1987 - 1994
E.F. Hutton   1984 - 1987

Education
University of Massachusetts, Amherst

Terrence Burns Terrence Burns Bellevue, Washington Details
Terrence Burns's Wells Fargo Advisors, LLC Experience March 1988 - Present
Job Senior Vice PresidentInvestments, Senior Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 1988 - Present
Davis Wright Tremaine LLP  May 1986 - February 1988
Lane Powell PC  May 1984 - May 1986

Skills
Asset Allocation, Retirement, Investment Strategies, Investments, Series 7, Wealth, Wealth Management..., 401k, Stocks, Insurance, Portfolio Management, Finance

Education
University of Michigan Law School   1981 — 1984
Juris Doctor, Law

University of Washington   1979 — 1981
Bachelor of Arts (BA), Psychology

Kenneth Offenberg Kenneth Offenberg Charlotte, North Carolina Area Details
Kenneth Offenberg's Wells Fargo Advisors, LLC Experience June 2005 - Present
Job Vice President Investment Officer, Fundamental Choice Portfolio Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 2005 - Present

Education
University of Iowa - Henry B. Tippie College of Business
Bachelors Degree, Business Administration

Nicole Corning, CRPC®, AIF® Nicole Corning, CRPC®, AIF® Phoenix, Arizona Area Details
Nicole Corning, CRPC®, AIF®'s Wells Fargo Advisors, LLC Experience September 2010 - Present
Job Associate Vice President Investments at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 2010 - Present
MetLife  January 2008 - September 2010
Scottsdale Leadership  2009 - 2010
First National Bank of Arizona  May 2002 - December 2007
Wells Fargo Home Mortgage  October 2001 - June 2002
Bill Bradley for President  1998 - 1999
Bill Bradley for President  1998 - 1999

Education
University of Massachusetts, Amherst   1992 — 1997
B.A., Cum Laude, Communications

Thomas Lee, CFP Thomas Lee, CFP Wayzata, Minnesota Details
Thomas Lee, CFP's Wells Fargo Advisors, LLC Experience 1985 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   1985 - Present

Skills
Investments, Finance

Education
University of Minnesota-Twin Cities   1976 — 1980
Bachelor of Arts (BA), Economics

Frank Woronoff Frank Woronoff Okemos, Michigan Details
Frank Woronoff's Wells Fargo Advisors, LLC Experience November 2010 - Present
Job Associate Broker at Coldwell Banker Hubbell Briarwood
Industry Real Estate
Experience
Coldwell Banker Commercial  March 2014 - Present
Coldwell Banker Hubbell Briarwood  August 2013 - Present
Wells Fargo Advisors, LLC   November 2010 - Present
Madison Property Management  December 1998 - Present

Skills
Strategic Financial..., Insurance, Retirement Planning, Asset Managment, Investments, Portfolio Management, Retirement, Wealth Management, Series 7, Asset Management, Estate Planning, Due Diligence, Marketing, Sales, Real Estate, Budgets, Mergers & Acquisitions, Customer Service, Mutual Funds, Fixed Annuities

Education
University of Michigan   1987 — 1991
B.A., History

Woodberry Forest School   1983 — 1987
1987

Rick Garraway Rick Garraway Jackson, Mississippi Details
Rick Garraway's Wells Fargo Advisors, LLC Experience September 2012 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 2012 - Present
UBS Financial Services Inc.  April 2008 - September 2012
UBS Financial Services Inc.  February 1994 - April 2008

Skills
401k Rollovers, Asset Allocation, Concentrated Stock..., Estate Investment..., Fixed Income Strategies, Tax-Efficient Strategies, Investment Strategies, Retirement Planning, Insurance, Risk Management, Wealth Preservation..., Strategic Planning

Education
University of Mississippi   1976 — 1980
BPA Public Administration

Jackson Preparatory School

Jason Berg Jason Berg Saint Louis, Missouri Details
Jason Berg's Wells Fargo Advisors, LLC Experience October 2013 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2013 - Present
Wells Fargo Advisors  February 2013 - October 2013
Wells Fargo Advisors  August 2011 - February 2013

Skills
Financial Reporting, Financial Analysis, Financial Modeling, Finance, Roth IRA, Traditional IRA, 401k Rollovers, Mutual Funds, ETFs, Asset Allocation, Wealth Accumulation...

Education
University of Missouri-Columbia   2007 — 2011
Bachelor's degree, Finance, General

Laurie Lang Laurie Lang Greater Minneapolis-St. Paul Area Details
Laurie Lang's Wells Fargo Advisors, LLC Experience October 2011 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2011 - Present
U.S. Bancorp Investments, Inc.   December 1999 - October 2011

Skills
Retirement Planning, Employer Plan Rollovers, Investments, Asset Consolidation, Asset Allocation, Investment Strategies, Insurance Reviews, Investment Planning, Insurance, IRAs

Education
University of Minnesota - Carlson School of Management
Bachelor's degree, Business Administration and Management, General

Donald E. Johnson, III Donald E. Johnson, III Rancho Santa Fe, California Details
Donald E. Johnson, III's Wells Fargo Advisors, LLC Experience June 2009 - Present
Job First Vice President Branch Supervisor at Wells Fargo Advisors, LLC CA Insurance Lic # OH18542
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 2009 - Present

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

Education
University of Michigan

Jeffry Olson Jeffry Olson Fargo, North Dakota Details
Jeffry Olson's Wells Fargo Advisors, LLC Experience June 2013 - Present
Job Financial AdvisorWells Fargo Advisors LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 2013 - Present
UBS Financial Services Inc.  February 2009 - June 2013
Merrill Lynch Pierce Fenner & Smith Inc.   September 1997 - February 2009

Skills
Retirement Income..., Investment Planning, 401k Rollovers, Insurance, Annuities, Asset Allocation

Education
University of Minnesota-Twin Cities   1992 — 1997
Bachelor of Arts (BA), Communications

David Mehram David Mehram Greater Detroit Area Details
David Mehram's Wells Fargo Advisors, LLC Experience August 2008 - Present
Job Assistant Market Manager / First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2008 - Present
UBS Financial Services  July 2003 - August 2008
Merrill Lynch  March 2000 - July 2003
Handleman Company  June 1996 - March 2000

Skills
Investments, Asset Allocation, Retirement Planning, 401(k) Rollovers

Education
University of Michigan   1991 — 1995

Bradley Reichenberger Bradley Reichenberger Greater Minneapolis-St. Paul Area Details
Bradley Reichenberger's Wells Fargo Advisors, LLC Experience January 2007 - Present
Job Senior Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2007 - Present
Holdahl Company  January 1997 - January 2007

Education
University of Minnesota-Twin Cities   1995 — 1999

Christina Link Christina Link Columbia, Missouri Details
Christina Link's Wells Fargo Advisors, LLC Experience June 2008 - March 2015
Job Financial Advisor
Industry Financial Services
Experience
The Blankenship Wealth Management Group of Wells Fargo Advisors, LLC   March 2015 - Present
Wells Fargo Advisors, LLC   June 2008 - March 2015

Skills
Event Management, Project Management, Event Planning, Marketing, Leadership, Strategic Planning, Asset Allocation, Financial Advisory, Financial Services, Investments, Relationship Management, Time Management, Wealth Preservation...

Education
University of Missouri-Columbia   2004 — 2008
Bachelor of Science (B.S.), Business Administration and Management

Christopher McInnis Christopher McInnis Las Vegas, Nevada Details
Christopher McInnis's Wells Fargo Advisors, LLC Experience January 2000 - Present
Job Senior Vice President Investment Officer at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC  January 2000 - Present

Education
University of Iowa

Blase Frick Blase Frick Saint Louis, Missouri Details
Blase Frick's Wells Fargo Advisors, LLC Experience January 2013 - August 2014
Job Loan Officer for LSI Mortgage
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2013 - August 2014
Qmaxx Products   December 2011 - December 2012

Skills
Credit, Portfolio Management, Banking, Strategic Financial..., Financial Analysis, Retirement Planning, Securities, Asset Allocation, Mutual Funds, Wealth Management, Series 7, Investments, Equities, Customer Service, Financial Planning

Education
University of Missouri-Saint Louis   2012 — 2013

Joshua Luerkens Joshua Luerkens Cedar Rapids, Iowa Details
Joshua Luerkens'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
Luerkens Laboratories Inc.   September 2011 - April 2012
Luerkens Laboratories Inc.   May 2010 - September 2011

Skills
Retirement Planning, Investments, Insurance, Financial Advisory, Life Insurance, 401k, Roth IRA, 401K Rollover, Fixed Income Retirement..., College 529 Planning, Investment Planning, Roth Conversions

Education
University of Iowa   2008 — 2010
Bachelor's degree, Business, Computer Science & Entrepreneurship

University of Northern Iowa   2000 — 2005
Computer Science & Physics

iowa city west high

Robert Weise Robert Weise Red Bank, New Jersey Details
Robert Weise's Wells Fargo Advisors, LLC Experience May 2007 - Present
Job 1st Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2007 - Present
Smith Barney  July 1999 - May 2007

Skills
Investments, Fixed Income, Securities, Financial Services, Finance, Mutual Funds, Valuation, Retirement Planning

Education
University of Maryland College Park   1976 — 1980
bachelor of science, business

Ron Ross, MBA, CFP® Ron Ross, MBA, CFP® Joplin, Missouri Details
Ron Ross, MBA, CFP®'s Wells Fargo Advisors, LLC Experience 1998 - Present
Job Senior Vice President Investments, Ross Wealth Management Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   1998 - Present
A.G. Edwards & Sons, Inc.   1998 - 2008
United Automotive Distributors, Inc.   1972 - 1997
US Army  1970 - 1972

Skills
Retirement Planning, Investments, Financial Analysis, Financial Advisory, Fixed Income, Securities, Insurance, Variable Annuities

Education
University of Missouri-Columbia   1964 — 1970
MBA and Bachelor's degree, Business Administration and Management, General

Gary Vogel Gary Vogel Berwyn, Pennsylvania Details
Gary Vogel's Wells Fargo Advisors, LLC Experience February 2004 - Present
Job First Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2004 - Present
Morgan Stanley  September 1997 - February 2004
Merrill Lynch  December 1990 - September 1997

Education
University of Maryland College Park
Bachelor of Science (B.S.)

David J. Ameen David J. Ameen Greater Boston Area Details
David J. Ameen's Wells Fargo Advisors, LLC Experience February 2009 - Present
Job Senior Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2009 - Present
Smith Barney inc.  1999 - 2009
Prudential Securities inc.  1994 - 1999
Paine Webber Inc.  1990 - 1994
Bear Stearns & Co.   1987 - 1990

Skills
Hedge Funds, Financial Analysis, 401k, ETFs, Capital Markets, Financial Modeling, Financial Services, Risk Management

Education
UMass Lowell
Bachelor's degree, Finance, Computer Science-Minor

Michele Alex Michele Alex Spring Hill, Florida Details
Michele Alex's Wells Fargo Advisors, LLC Experience September 2012 - Present
Job Vice President Investment Officer Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 2012 - Present
Morgan Stanley Wealth Management  January 1990 - September 2012
E.F Hutton  January 1985 - January 1990

Skills
Retirement Planning, Asset Allocation, Mutual Funds, Investments, Alternative Investments, Retirement, Investment Strategies, Securities, Equities, Fixed Income, 401k, Finance, Investment Management, FINRA

Education
University of Maine   1969 — 1973
Bachelor's degree, English and Education

Mattawamkeag High School

Jennifer Settlemoir Jennifer Settlemoir Greater St. Louis Area Details
Jennifer Settlemoir's Wells Fargo Advisors, LLC Experience December 2008 - December 2012
Job Project Coordinator Wells Fargo Advisors Project Management Group
Industry Financial Services
Experience
Wells Fargo Advisors  December 2012 - Present
Wells Fargo Advisors, LLC   December 2008 - December 2012
The Porch  January 2005 - December 2008
AT&T Yellow Pages  October 1991 - December 2004

Skills
Management, Leadership, Program Management, Finance, Strategy, Business Analysis, Project Management, Risk Management, Process Improvement, Public Speaking

Education
Webster University   1999 — 2001
Master of Arts (M.A.), Marketing

University of Missouri-Columbia
Bachelor of Arts (BA), Interdisciplinary Studies

Susan O. Brown, CRPC Susan O. Brown, CRPC Charlotte, North Carolina Area Details
Susan O. Brown, CRPC's Wells Fargo Advisors, LLC Experience 1989 - Present
Job First Vice President Investment Officer at The Brown Financial Strategies Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   1989 - Present

Skills
Asset Allocation, Investments, Liability Management, Education Planning, Cash Flow/Cash Reserve, Retirment Assets, Company Benefits, Charitable Giving, Risk Management, Insurance, Wealth Preservation, FINRA, Wealth Management..., Series 63, Financial Services, Financial Advisory, Financial Planning, Strategic Financial..., Life Insurance, Finance, Financial Planners, ALM, Budgets

Education
University of Kentucky   1980 — 1982
Bachelor of Business Administration, Business/Marketing

West Virginia University   1978 — 1980

Jorge Fuentes, CLU® Jorge Fuentes, CLU® Mclean, Virginia Details
Jorge Fuentes, CLU®'s Wells Fargo Advisors, LLC Experience August 2000 - Present
Job Wealth Insurance Specialist at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2000 - Present

Skills
Wealth Management, Series 6, Series 63, Life Insurance, CLU, Estate Planning, Financial Services, Insurance, Retirement Planning, Succession Planning, Wealth, Wealth Management...

Education
University of Maryland College Park   1997 — 2000
Bachelor of Science (BS), International Business

Nat Hooker Nat Hooker Germantown, Tennessee Details
Nat Hooker's Wells Fargo Advisors, LLC Experience June 2004 - Present
Job Managing Director Investments at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC  June 2004 - Present
Legg Mason  2000 - 2004
J.C. Bradford & Co.   1996 - 2000
BellSouth Mobility  1990 - 1996

Education
Ole Miss   1986 — 1990
B.A., Finance

University of Mississippi   1986 — 1990

Matthew Grahn Matthew Grahn Greater Los Angeles Area Details
Matthew Grahn's Wells Fargo Advisors, LLC Experience July 2015 - Present
Job Branch Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2015 - Present
Wells Fargo Advisors, LLC   January 2014 - June 2015
Wells Fargo Advisors, LLC   September 2012 - December 2013
Wells Fargo Advisors, LLC   January 2011 - August 2012
Financial Services Wirehouse   September 2007 - January 2011
A.G. Edwards & Sons, Inc.   April 2005 - September 2007

Skills
Investments, Financial Services, Finance, Financial Analysis, Financial Advisory, Asset Allocation

Education
University of Missouri-Saint Louis   2004 — 2006
Business Administration, Finance

Richard Blankenship Richard Blankenship Columbia, Missouri Details
Richard Blankenship's Wells Fargo Advisors, LLC Experience December 2008 - Present
Job Senior Vice President Branch Manager at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   December 2008 - Present

Skills
Financial Advisory, Asset Allocation

Education
Washington University   1997 — 1998
Master of Business Administration (M.B.A.), Finance

University of Missouri-Columbia   1974 — 1978
Bachelor of Arts (B.A.), Biology, General

Jason J. Ayars Jason J. Ayars Miami Beach, Florida Details
Jason J. Ayars's Wells Fargo Advisors, LLC Experience October 2011 - Present
Job Financial Advisor, Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2011 - Present
JPMorgan Chase  January 2010 - October 2011
Morgan Stanley  2007 - 2010

Skills
Wealth Management, Investments, Retirement Planning, Asset Allocation, Fixed Income, 401k Rollovers, IRA Rollovers, Life Insurance, Retirement, Retirement Savings, Long-term Care, Financial Advisory, Securities, Alternative Investments, Series 65, Portfolio Management, Strategic Financial..., Estate Planning, Finance, Series 7, Asset Management, Investment Strategies, 401k, Mutual Funds, FINRA, Investment Advisory, Series 63, Insurance, IRAs, Investment Management, Separately Managed..., Series 6, Financial Services, Variable Annuities, Hedge Funds, Equities, Bloomberg, Capital Markets, Uniform Combined State..., Equity Research, Wealth Management...

Education
University of Miami - School of Business
B.B.A, Finance & Entrepreneurship

James R. Eck James R. Eck Cincinnati, Ohio Details
James R. Eck's Wells Fargo Advisors, LLC Experience August 2001 - Present
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2001 - Present

Skills
Investments, Retirement Planning, Investment Strategies, Risk Management, Wealth-preservation..., Investment Planning, Tax-efficient Strategies, Retirement Savings

Education
University of Kentucky   1994 — 1998
Business Administration, Marketing

Beechwood High School   1991 — 1994

David Scheppler, CFP®, CRPC® David Scheppler, CFP®, CRPC® Cincinnati Area Details
David Scheppler, CFP®, CRPC®'s Wells Fargo Advisors, LLC Experience 1997 - Present
Job Financial Advisor at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC  1997 - Present
University of Cincinnati  1991 - 1997
University of Cincinnati  1989 - 1991
University of Cincinnati  1986 - 1989
Chicago Mercantile Exchange  1983 - 1985
United States Air Force  1976 - 1980

Skills
Investments, Retirement Planning, Mutual Funds, Retirement, Asset Allocation, 401k, Fixed Annuities, Variable Annuities, Life Insurance, Financial Analysis

Education
Western Illinois University   1985 — 1986
MS, Sport Management

University of Iowa - Henry B. Tippie College of Business   1980 — 1982
BBA, Accounting

Northeast Hamilton High School   1973 — 1976

Scott Dubin Scott Dubin Cleveland/Akron, Ohio Area Details
Scott Dubin's Wells Fargo Advisors, LLC Experience March 2011 - December 2012
Job Vice President at Wunderlich Securities
Industry Financial Services
Experience
Wunderlich Securities  February 2014 - Present
Thomas McDonald Partners LLC   December 2012 - February 2014
Wells Fargo Advisors, LLC   March 2011 - December 2012
Brennan Financial Group, part of New England Financial   January 2001 - March 2011
Clarion Capital Corp.   June 1998 - January 2001

Education
Case Western Reserve University - Weatherhead School of Management   1997 — 1998
MBA, Finance, General

University of Maryland College Park   1988 — 1992
B.S., Finance

Joseph Gunsiorowski Joseph Gunsiorowski Greater Philadelphia Area Details
Joseph Gunsiorowski's Wells Fargo Advisors, LLC Experience January 2002 - Present
Job Financial Advisor, Vice President – Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2002 - Present

Education
University of Maryland - Robert H. Smith School of Business   1991 — 1993
BS, MANAGEMENT

Carla Stamps Carla Stamps Greater Detroit Area Details
Carla Stamps's Wells Fargo Advisors, LLC Experience July 2011 - Present
Job Senior Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2011 - Present
UBS Wealth Management  July 2010 - July 2011
UBS Wealth Management  March 1998 - June 2010
PaineWebber Financial Services   October 1995 - March 1998

Skills
Customer Service, Teamwork, Investment Planning, Retirement Planning, Asset Allocation, Writing, Time Management, Public Speaking, Training, Youth Development, Youth Mentoring, Microsoft Office

Education
University of Michigan   1986 — 1990
BA, Communications

Bruce E. Wells Bruce E. Wells Greater Minneapolis-St. Paul Area Details
Bruce E. Wells's Wells Fargo Advisors, LLC Experience March 2000 - Present
Job Financial Advisor at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 2000 - Present

Skills
Investments, Retirement, Securities, Insurance, Finance, Financial Services, Strategic Planning, Investment Strategies, Retirement Planning, Asset Allocation, College Savings Plans

Education
University of St. Thomas   2003 — 2007
Master of Business Administration (M.B.A.), Finance, General

University of Minnesota-Twin Cities   1984 — 1986
Bachelor of Arts (BA), Economics

Park High School

Steven Crump Steven Crump Greater St. Louis Area Details
Steven Crump's Wells Fargo Advisors, LLC Experience February 2013 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2013 - Present
Commerce Bank  1994 - 2012
Mercantile Bank N.A. (merged into US Bank)   1984 - 1994

Skills
Investments, Fixed Income, Cash Management, Finance, Sales, Financial Analysis, Securities, Marketing, Investment Strategies, Retirement Savings, Corporate Bonds, Annuities, 401K Rollovers, Asset Allocation, Financial Advisory

Education
University of Missouri-Saint Louis   1976 — 1980
Bachelor of Business Administration (B.B.A.), Finance/Economics

John F. Kennedy High School, Manchester MO   1972 — 1976

University of Chicago Booth School CIMA classwork

University of Chicago Booth School CIMA classwork

University of Chicago Booth School CIMA classwork

Brian Zerr Brian Zerr Jefferson City, Missouri Details
Brian Zerr's Wells Fargo Advisors, LLC Experience October 2008 - Present
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2008 - Present
Wachovia Securities  August 2007 - October 2008
A.G. Edwards   July 1996 - September 2007

Skills
Investments, Retirement Planning, IRAs, Mutual Funds, Securities, Finance, College Savings Plans, Roth IRA, Fixed Annuities, Asset Allocation, Insurance, Retirement, Investment Strategies, Financial Services, Asset Management

Education
University of Missouri-Columbia   1989 — 1993
Bachelor's degree, Agriculture Education

north callaway

Ben H. Spalding III Ben H. Spalding III Scottsdale, Arizona Details
Ben H. Spalding III's Wells Fargo Advisors, LLC Experience August 2010 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2010 - Present
Raymond James Financial Inc.  January 2009 - August 2010
Morgan Stanley  July 1999 - January 2009

Skills
Investments, Retirement Planning, Insurance, Mutual Funds

Education
University of Kentucky   1981 — 1985

Gonzalo Villena, CLU®, ChFC®, LUTCF® Gonzalo Villena, CLU®, ChFC®, LUTCF® Miami/Fort Lauderdale Area Details
Gonzalo Villena, CLU®, ChFC®, LUTCF®'s Wells Fargo Advisors, LLC Experience October 2012 - Present
Job Financial Advisor, Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2012 - Present
HSBC Securities  March 2003 - August 2012
AXA Advisors  October 1985 - March 2003

Education
University of Miami - School of Business   1976 — 1980
Bachelor of Business Administration (BBA), Business Administration and Management, General

Colegio Santa Maria Lima - Peru   1966 — 1975
High School, Junior High/Intermediate/Middle School Education

Bill Huff Bill Huff Greater St. Louis Area Details
Bill Huff's Wells Fargo Advisors, LLC Experience January 2010 - Present
Job
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2010 - Present
Wachovia Securities, LLC  February 2008 - January 2010
A.G. Edwards & Sons, Inc.   July 2000 - February 2008
Systems Consultants, Inc.   May 1988 - July 2000

Skills
Visio, Business Analysis, SDLC, Process Improvement, Unix, SQL, Enterprise Architecture, Business Intelligence, SharePoint, User Acceptance Testing, Requirements Gathering, Systems Analysis, ETL, Business Requirements, Vendor Management, SSIS, Data Warehousing, Software Documentation, Requirements Analysis, ASP.NET, Integration, Disaster Recovery, Database Design, Program Management, Oracle, SOA, Agile Methodologies

Education
University of Missouri-Columbia   1972 — 1976
B.S.

Hamilton Neal, CFP® Hamilton Neal, CFP® Jacksonville, Florida Area Details
Hamilton Neal, CFP®'s Wells Fargo Advisors, LLC Experience January 2010 - Present
Job Hamilton Neal, VicePresident Investment Officer Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2010 - Present

Skills
Investments, Retirement Planning, Risk Management, Fixed Annuities, IRAs, Wealth Management, Asset Allocation, Estate Planning, Investment Management, Portfolio Management, Retirement, Strategic Financial...

Education
University of Kentucky   1994 — 1998
Bachelor of Arts (B.A.), Political Science and Government

Steven Holdmeyer Steven Holdmeyer Kansas City, Missouri Area Details
Steven Holdmeyer's Wells Fargo Advisors, LLC Experience September 2014 - Present
Job Financial Advisor at Wells Fargo, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 2014 - Present
InvestorServices the brokerage team member of Metcalf Bank   May 2011 - 2014
Central Bancompany  2008 - 2014
Wachovia  July 2007 - July 2008
Atlas Securities  2005 - 2007
Atlas Securities  2002 - 2005
Arch Wireless  2000 - 2001
The Groves  1997 - 1998
The Groves  1997 - 1998

Skills
Retirement Planning, Mutual Funds, Life Insurance, Stocks, Unit Investment Trusts, Annuities, IRA's, Tax-Free Bonds

Education
University of Missouri-Columbia   1990 — 1994

Lee's Summit HS

Sales PRO

Katy Anderson Katy Anderson Norwell, Massachusetts Details
Katy Anderson's Wells Fargo Advisors, LLC Experience May 2014 - Present
Job Senior Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2014 - Present
UBS  March 2009 - March 2014
Smith Barney  October 2006 - March 2009
Thorbahn Associates  May 2003 - December 2003

Skills
Sales, Marketing, Customer Service, Relationship Management, Marketing Strategy

Education
Webb's Pro Fitness   1995 — 2015
Aerobics Instructor / Personal Trainer

University of Massachusetts Boston   1999 — 2002
Bachelor's degree, Business

Lori Zorn CFP ®, ChFC ®, CDFA(TM) Lori Zorn CFP ®, ChFC ®, CDFA(TM) Long Beach, California Details
Lori Zorn CFP ®, ChFC ®, CDFA(TM)'s Wells Fargo Advisors, LLC Experience April 2013 - Present
Job Financial Consultant at The Schulten Group at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2013 - Present
Citi Personal Wealth Management  September 2001 - April 2013

Skills
Retirement Planning, Retirement, Financial Advisory, Investment Strategies, Fixed Income, IRAs, 401k Rollovers, Long Term Care Insurance, Life Insurance, Fixed Annuities, Variable Annuities, Cash Management, Pensions, Corporate Retirement..., Beneficiary Planning, Budget Setting, Estate Planning, Wealth Accumulation, Wealth Transfer, Retirement Income..., Qualified Retirement...

Education
University of Maryland College Park   1979 — 1982
Bachelor of Science (B.S.), Advertising

Aaron Leeper Aaron Leeper Greater St. Louis Area Details
Aaron Leeper's Wells Fargo Advisors, LLC Experience November 2012 - April 2014
Job Regional Supervisor
Industry Financial Services
Experience
Wells Fargo Advisors  April 2014 - Present
Wells Fargo Advisors LLC  November 2012 - April 2014
Wells Fargo Advisors LLC  May 2011 - November 2012
State Street  December 2010 - May 2011
Image Impact   October 2010 - January 2011
Image Impact   2008 - 2010
Aflac  2006 - 2008

Education
University of Missouri-Kansas City   2008 — 2009
Master's degree, Accounting

William Jewell College   2001 — 2005
Bachelors Science, Banking & Finanace

Kenneth Harb Kenneth Harb Greater Detroit Area Details
Kenneth Harb's Wells Fargo Advisors, LLC Experience October 1991 - Present
Job Associate Vice PresidentInvestments at WELLS FARGO ADVISORS, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 1991 - Present

Skills
Retirement Planning, Investments, Management, Financial Advisory, Wealth, Finance, Financial Analysis, Retirement, Insurance, Public Speaking, Customer Service, Mutual Funds, Trusts, Accounting, Team Building, Non-Conforming

Education
University of Michigan-Dearborn   1974 — 1978
BSA, Business Economics and Finance

Douglas Swafford, AAMS, CRPC Douglas Swafford, AAMS, CRPC Kansas City, Missouri Area Details
Douglas Swafford, AAMS, CRPC's Wells Fargo Advisors, LLC Experience March 1992 - Present
Job Vice PresidentInvestments, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC  March 1992 - Present

Education
University of Missouri-Columbia   1979 — 1983
Finance, Marketing, Economics

Arshag Odabachian Arshag Odabachian West Bloomfield, Michigan Details
Arshag Odabachian's Wells Fargo Advisors, LLC Experience July 2011 - April 2015
Job Financial Advisor Investment Advisor Representative at Voya Advisors Inc.
Industry Financial Services
Experience
Voya Advisors, Inc.   May 2015 - Present
Wells Fargo Advisors LLC.  July 2011 - April 2015
Hewlett-Packard  October 1988 - August 2005
HP  1999 - 2003
Hewlett-Packard  January 1999 - January 2001
Hewlett-Packard  1988 - 1999
H.P./ Apollo   1986 - 1988

Education
University of Michigan   1979 — 1980

Harrison High

Stuart A. Weinstein Stuart A. Weinstein Chicago, Illinois Details
Stuart A. Weinstein's Wells Fargo Advisors, LLC Experience February 2013 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2013 - Present
UBS Financial Services, Inc.   April 2003 - February 2013
Credit Suisse (Donaldson, Lufkin and Jenrette)   September 1995 - March 2003
Merrill Lynch  February 1982 - September 1995

Skills
Investments

Education
University of Missouri-Columbia   1972 — 1976
BSBA, Accounting and Finance

James R. Wombles, Jr. James R. Wombles, Jr. Washington D.C. Metro Area Details
James R. Wombles, Jr.'s Wells Fargo Advisors, LLC Experience March 2012 - Present
Job Regional Brokerage Manager, SVP, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 2012 - Present
SeaCrest Wealth Management  2009 - March 2012
Citi Global Markets / Smith Barney   2006 - 2009
Hilliard Lyons  2004 - 2006
Morgan Stanley  2002 - 2004
Morgan Stanley  2000 - 2002
Morgan Stanley  1996 - 2000

Skills
Series 7, Leadership, Relationship Management, Program Management, Wealth Management, Financial Advisory, Alternative Investments, Investment Advisory

Education
University of Kentucky
BBA

Duncan Gillan Duncan Gillan Greater Boston Area Details
Duncan Gillan's Wells Fargo Advisors, LLC Experience November 2000 - Present
Job Senior Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 2000 - Present

Skills
Executive Compensation, 10b5-1 Plans, Rule 144 Sales, Retirement Plan..., 401k Rollovers

Education
University of Massachusetts, Amherst   1975 — 2000
BA, Business Communications

Dwain A. Dadoly Dwain A. Dadoly Barnstable/Yarmouth, Massachusetts Area Details
Dwain A. Dadoly'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
Smith Barney Citigroup  February 1998 - February 2009
Advest Group Inc   June 1992 - February 1998

Skills
Fixed Annuities, Asset Allocation, Risk Management, Personal Finance, Liability Management, Financial Planning, Financial Modeling, Insurance, Financial Analysis, Loans, Alternative Investments, ALM, Asset Management, Banking, Investments, Life Insurance, Hedge Funds, Mutual Funds, Finance, Mortgage Lending, Estate Planning, Strategic Financial..., Retirement Planning, Management

Education
University of Maine   1979 — 1984
Bachelor's Degree, Natural Resources

University of Maine   1979 — 1981
Associate's Degree, Business Managment

Milford Area High School   1976 — 1979

Randall Moehlman Randall Moehlman Greater St. Louis Area Details
Randall Moehlman's Wells Fargo Advisors, LLC Experience March 2008 - Present
Job Business Initiatives Consultant, Staffing Strategy
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 2008 - Present
Wachovia Securities  March 2008 - November 2008
Preferred Resources  January 2007 - March 2008
COMSYS  May 2005 - January 2007
Bradford & Galt  2001 - 2003
Concord Systems, Inc   1999 - 2001
TEKsystems  1995 - 1999

Skills
Interviews, Human Resources, Recruiting, Talent Management, Strategy, Training, Program Management, Building Relationships, Team Management, Business Communications, Process Optimization, Development Training, Vendor Management, Vendor Relationships, Employee Management, Employee Training, Management, Temporary Placement, Sales, Hiring

Education
University of Missouri-Columbia   1989 — 1994
Bachleor of Arts, History

Parkway North High School   1986 — 1989

Brian Schrag CFP® Brian Schrag CFP® Greater Detroit Area Details
Brian Schrag CFP®'s Wells Fargo Advisors, LLC Experience March 2010 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 2010 - Present
Northern Trust Securities Inc.  February 1993 - March 2010
Lehman Brothers  October 1991 - February 1993

Skills
Investments, Fixed Income, Retirement Planning, 401k Rollovers, Finance, Retirement, Mutual Funds, Asset Allocation, Securities, Long-term Care, Investment Strategies, Alternative Investments, Employee Benefits, Financial Services

Education
University of Michigan   1985 — 1989
BA, English

Reeths Puffer High School   1983 — 1985

Kevin T. Kitchin Kevin T. Kitchin Dallas, Texas Details
Kevin T. Kitchin's Wells Fargo Advisors, LLC Experience March 2014 - Present
Job Regional President, Managing Director at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 2014 - Present

Education
University of Michigan   1982 — 1988
Bachelors Degree

FINRA
Holds the FINRA Series 3, 7, 8, 63 & 65 Security Registrations

June Kronenberger June Kronenberger Greater Minneapolis-St. Paul Area Details
June Kronenberger's Wells Fargo Advisors, LLC Experience April 2011 - Present
Job Financial Advisor, Assistant Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2011 - Present
US Bancorp  June 2002 - April 2011
US Bancorp  July 2000 - May 2002

Skills
Investments, Retirement Planning, Strategic Financial..., Wealth Management, Mutual Funds, Comprehensive Planning

Education
University of Iowa - Henry B. Tippie College of Business   1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services

Stephen Bleckler Stephen Bleckler Greater St. Louis Area Details
Stephen Bleckler's Wells Fargo Advisors, LLC Experience 2001 - Present
Job Senior Network Engineer Server Coordinator IV with Wells Fargo
Industry Financial Services
Experience
Wells Fargo  September 2009 - Present
Wells Fargo Advisors, LLC   2001 - Present
Wells Fargo  2008 - 2009
AG Edwards  2001 - 2008

Education
University of Missouri-Rolla   1986 — 1991
BS in Computer Science, Computer Science/Engineer and Mathematics

Nancy Nelson McIntosh, ADPA, CRPC Nancy Nelson McIntosh, ADPA, CRPC Greater Minneapolis-St. Paul Area Details
Nancy Nelson McIntosh, ADPA, CRPC's Wells Fargo Advisors, LLC Experience 2009 - November 2011
Job at
Industry Financial Services
Experience
RBC Wealth Management  October 2013 - Present
RBC Wealth Management  November 2012 - Present
Wells Fargo Advisors, LLC   2009 - November 2011
Wells Fargo Advisors  January 2007 - November 2011
Piper Jaffray  2002 - 2006
Miller Johnson Steichen Kinnard (MJSK)   March 1999 - November 2001
Piper Jaffray  1992 - 1998
Piper Jaffray  1989 - 1992
Piper Jaffray  1983 - 1989

Skills
Series 7, Business Development, Leadership Development, Recruiting, Coaching, Training, Leadership, Management, Wealth Management, Program Management, Financial Analysis

Education
University of St. Thomas   2012 — 2012
Mini Master of Project Management, Business Administration, Management and Operations

University of Minnesota-Twin Cities   1977 — 1983
BS, Women's Studies, Political Science, Economics

Liz Scherrer Liz Scherrer Lexington, Kentucky Area Details
Liz Scherrer's Wells Fargo Advisors, LLC Experience 2009 - September 2012
Job Operations Liaison Bluegrass Complex at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  September 2012 - Present
Wells Fargo Advisors, LLC   2009 - September 2012
Northwestern Mutual  June 2007 - June 2008

Education
University of Kentucky   2003 — 2007
Bachelor of Business Administration, Finance

Universite de Neuchatel   2006 — 2006
International Business

Grant Ingram, CFP®, CRPC Grant Ingram, CFP®, CRPC Leawood, Kansas Details
Grant Ingram, CFP®, CRPC's Wells Fargo Advisors, LLC Experience February 2009 - August 2012
Job Managing Director Investments at Benjamin F. Edwards & Co., CoBranch Manager
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   August 2012 - Present
Wells Fargo Advisors, LLC   February 2009 - August 2012
A.G. Edwards   February 1996 - February 2009
Ernst & Young  September 1994 - February 1996

Education
University of Missouri-Columbia, College of Business   1990 — 1994
BSBA, Finance

Shawnee Mission South High School   1986 — 1989

Jason Tamminen Jason Tamminen Greater Minneapolis-St. Paul Area Details
Jason Tamminen's Wells Fargo Advisors, LLC Experience November 2001 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 2001 - Present

Education
University of Minnesota - Carlson School of Management   2008 — 2012
Master of Business Administration (MBA)

Brooks Crissey, CFP® Brooks Crissey, CFP® Novato, California Details
Brooks Crissey, CFP®'s Wells Fargo Advisors, LLC Experience October 2012 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2012 - Present
Morgan Stanley Smith Barney  June 2009 - October 2012
Citigroup Global Markets, Inc. aka Citi Smith Barney   November 2007 - June 2009

Skills
Retirement Planning, College Education..., 401k Rollovers, Asset Allocation, Estate Planning, Investments, Insurance

Education
University of Missouri-Kansas City   1996 — 1997
BA, Biology, General

Dale Lawton Dale Lawton Richmond, Virginia Area Details
Dale Lawton's Wells Fargo Advisors, LLC Experience August 2009 - March 2011
Job Portfolio Specialist at Salomon and Ludwin, LLC
Industry Financial Services
Experience
Salomon & Ludwin, LLC   March 2013 - Present
Lowe, Brockenbrough & Company   March 2011 - March 2013
Wells Fargo Advisors, LLC   August 2009 - March 2011
Wachovia Securities, LLC  April 1992 - June 2008
Banc of America Investments  1979 - 1992

Skills
Trading, Securities, Investments, Financial Services

Education
University of Mary Washington   1972 — 1976
BA, Spanish and Elementary Education

Brad Nuessle Brad Nuessle Greater St. Louis Area Details
Brad Nuessle's Wells Fargo Advisors, LLC Experience October 1986 - Present
Job AVP, Operations Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 1986 - Present

Skills
Operations Management, Billing Process, Performance Measurement, Process Improvement, Business Analysis, Team Leadership, Team Building, Customer Service, Policies & Procedures..., Training, Sales Operations, User Acceptance Testing, Risk Management, Time & Attendance, Bartending, Hospitality, Event Planning, Quality Assurance, Team Management, Portfolio Management, Credit, Mortgage Lending, Loans, Mortgage Banking, Banking

Education
University of Missouri-Saint Louis
Business Administration and Management, General

George Krzywicki CRPC George Krzywicki CRPC Washington D.C. Metro Area Details
George Krzywicki CRPC's Wells Fargo Advisors, LLC Experience December 2003 - June 2009
Job Financial Advisor / Associate Vice President Ameriprise Financial Services, Inc. Chartered Retirement Planning Counselor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2009 - Present
Wells Fargo Advisors, LLC   December 2003 - June 2009
Legg Mason  September 1989 - December 2003

Skills
18 holes of golf is my..., Volunteering in...

Education
University of Maryland College Park   1968 — 1974
BA

Douglas Kahl Douglas Kahl Lansing, Michigan Area Details
Douglas Kahl's Wells Fargo Advisors, LLC Experience August 1999 - Present
Job Financial Advisor, Managing Director Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 1999 - Present
Okemos, East Lansing ,and Alma Public Schools   August 1994 - August 1999

Skills
Retirement Planning, Investments, Mutual Funds, Portfolio Management, Asset Allocation, Estate Planning, 401k Rollovers, Fixed Income Strategies, Risk Management, Wealth Management, Investment Planning, Multi-Generational..., Tax-efficient strategies, Wealth-preservation...

Education
University of Michigan   1990 — 1994
B.S.Ed, Education

East Lansing High   1987 — 1990

Anna Gorivodskiy Anna Gorivodskiy Greater Detroit Area Details
Anna Gorivodskiy's Wells Fargo Advisors, LLC Experience June 2009 - June 2011
Job Finance Analyst at PepsiCo Pepsi Beverages Company
Industry Consumer Goods
Experience
PepsiCo - Pepsi Beverages Company  August 2012 - Present
Meritor  June 2011 - August 2012
Wells Fargo Advisors, LLC   June 2009 - June 2011
UBS Financial Services  April 2005 - June 2009

Education
University of Michigan - Stephen M. Ross School of Business

Gary Saeks Gary Saeks Greater St. Louis Area Details
Gary Saeks's Wells Fargo Advisors, LLC Experience January 2009 - Present
Job Assistant Branch Manager/Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2009 - Present
Merrill Lynch Wealth Management  August 1983 - January 2009

Skills
Strategic Financial..., Securities, Investment Advisory, Financial Services, Investments, Retirement Planning, Financial Analysis, Alternative Investments, Branch Management, Relationship Management, Investment Banking, Mutual Funds, Small Business, Finance, Fixed Income, Equities, Capital Markets, Private Equity

Education
University of Missouri-Columbia
BS, Accountancy

Steve Alper, CRPC® Steve Alper, CRPC® Greater St. Louis Area Details
Steve Alper, CRPC®'s Wells Fargo Advisors, LLC Experience May 2008 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2008 - Present
Marte Shoes   May 1983 - November 2007
Daily Racing Form  August 1979 - March 1983
Pro Football Weekly  May 1977 - July 1979

Skills
Investments, 401k, Retirement, Fixed Income, Finance, Retirement Planning, Customer Service, Education Funding, Wealth Accumulation, Executive Benefit...

Education
Missouri School of Journalism   1973 — 1977
Bachelor of Journalism, Business

University of Missouri-Columbia   1973 — 1977
B.J. Bachelor of Journalism, Business Journalism

Parkway Central

Rodney Vucenich Rodney Vucenich Greater Minneapolis-St. Paul Area Details
Rodney Vucenich's Wells Fargo Advisors, LLC Experience March 2003 - Present
Job Senior Financial Advisor, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 2003 - Present

Skills
Investments, Wealth Management, Finance, Mutual Funds, Retirement Planning, Series 7, Asset Allocation, Portfolio Management, Financial Services, Series 63, Series 65, Series 9 & 10

Education
University of Minnesota-Twin Cities   1986 — 1991

Larisa Gershilevich Larisa Gershilevich Greater St. Louis Area Details
Larisa Gershilevich's Wells Fargo Advisors, LLC Experience November 2014 - Present
Job Sales Manager, Wells Fargo Advisors Solutions, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 2014 - Present
Sterneck Capital Management LLC   December 2013 - October 2014
Charles Schwab & Co., Inc.   June 2009 - October 2013
Fidelity Investments  October 2007 - March 2009
Harris Bank, Harris Investor Services, Inc.   July 2005 - November 2007
TD Waterhouse  November 2004 - July 2005
Charles Schwab  May 2003 - November 2004
Charles Schwab  May 1999 - May 2003

Skills
CRM, Leadership, Recruiting, Business Development, Management, Training, Sales, Team Building, Coaching, Banking, Financial Services, Human Resources, Sales Process, Employee Training, Finance, Strategic Financial...

Education
University of Missouri-Saint Louis   1987 — 1992
BA, Communications

Univesity of Missouri

Raun Nelson, CFP® Raun Nelson, CFP® United States Details
Raun Nelson, CFP®'s Wells Fargo Advisors, LLC Experience May 2001 - Present
Job Vice President Investments at Wells Fargo Adivsors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2001 - Present
Sun Rise Sports & Family Chiropractic, PA   1984 - 2001

Skills
Financial Advisory, Retirement Planning, Asset Allocation, 401(k) Rollover, Financial Services, High Net Worth..., Investment Strategies, Equities, Fixed Income, Insurance, Annuities

Education
Univ of MN, St Cloud State Univ, Northwestern College of Chiropratic   1973 — 1983
Doctor of Chiropractic

University of Minnesota-Twin Cities

Hunter Doyle Hunter Doyle Greater Nashville Area Details
Hunter Doyle's Wells Fargo Advisors, LLC Experience November 2006 - Present
Job FIRST VICE PRESIDENTINVESTMENTS DOYLE & DOYLE FINANCIAL GROUP OF WELLS FARGO ADVISORS
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 2006 - Present
UBS  May 2004 - November 2006

Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, 401k Rollovers, Asset Allocation, Business Owner Planning, Concentrated Stock..., Deferred Compensation, ESTATE INVESTMENT..., Financial Advisory, Fixed Income Strategies, Insurance, Retirement, Retirement Planning, Securities, Wealth Preservation...

Education
Western Kentucky University   2000 — 2003
Bachelor’s Degree, POLITICAL SCIENCE/BUSINESS

University of Kentucky   1998 — 2000
Political Science and Government

Chris Poate, CFP® Chris Poate, CFP® Destin, Florida Details
Chris Poate, CFP®'s Wells Fargo Advisors, LLC Experience June 2000 - Present
Job First Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 2000 - Present
FJ Munter GmbH and Co KG   April 1993 - October 1999
HTM Deutschland   June 1988 - April 1993

Skills
Investments, Retirement Planning, IRAs, 401k Rollovers, Fixed Annuities, Asset Allocation, Mutual Funds, Retirement, Financial Advisory, Securities, 401k, Saving for Education, Employee Stock Options, Estate Planning..., Investment Advisory, Estate Planning, Team Building, Strategic Planning, Series 63, Finance

Education
University of Mannheim   1983 — 1988
Diplom - Kaufmann, Economics, Business Administration, Advertising Psychology

Pittwater House Grammar School   1972 — 1978
Higher School Certificate

Stephen W. Lowther Stephen W. Lowther Greater Atlanta Area Details
Stephen W. Lowther's Wells Fargo Advisors, LLC Experience February 2008 - August 2009
Job Registered Principal, Alternative Investment Solutions
Industry Financial Services
Experience
Alternative Investment Solutions  December 2009 - Present
Four Springs Capital LLC  April 2011 - December 2013
Trimeteor Oil & Gas   February 2013 - October 2013
BFS Financial, Inc.   October 2009 - March 2011
Wells Fargo Advisors, LLC   February 2008 - August 2009
Morgan Keegan  2005 - 2008
AmSouth Investments   2005 - 2007
Triad Advisors/Lowther & Co. Inc.   1999 - 2005
Morgan Stanley Smith Barney  1998 - 1999
Prudential Securities  1994 - 1998

Skills
Financial Planning, Financial Advisory, Portfolio Management, Alternative Investments, Asset Allocation, Retirement Planning, Real Estate, Investments, Series 63, Asset Managment, Insurance, Mutual Funds, Series 7, Securities, Investment Advisory, Wealth Management, Asset Management, Strategic Financial..., Valuation, Fixed Annuities, Leases, Finance, Investment Strategies, 401k

Education
University of Kentucky   1979 — 1983
BA, Finance and Journalism (dual degrees)

Nashua High School   1974 — 1978
High School Diploma, College Prep

Jeff Hawley Jeff Hawley Monroe, Louisiana Details
Jeff Hawley's Wells Fargo Advisors, LLC Experience 2002 - Present
Job First Vice President Investments and Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2002 - Present
Morgan Stanley  2000 - 2002
Legg Mason  1983 - 1999
Palomar Financial (AMEX: PFN; later privatized)   1977 - 1982
Olinkraft, Inc (NYSE: OKF; acq. by Johns Manville who was acq. by Berkshire Hathaway)   1974 - 1977
Peat, Marwick, Mitchell & Co. (now KPMG)   1970 - 1974

Education
CBOE Options Institute
Chicago, Illinois; Diploma

University of Louisiana at Monroe   1974 — 1978
M. B. A., Management

Louisiana Tech University   1966 — 1970
B. S., Accounting, Finance, Economics

Pete Goldman Pete Goldman Richmond, Virginia Details
Pete Goldman's Wells Fargo Advisors, LLC Experience August 2010 - August 2011
Job Experienced sales professional
Industry Financial Services
Experience
Allstate Financial Services, LLC  April 2014 - September 2014
TD Ameritrade  September 2011 - April 2014
wells Fargo Advisors LLC  August 2010 - August 2011
Virginia Asset Management  September 2008 - December 2009
Wachovia Securities  March 2003 - December 2007
Wachovia Securities, LLC  2002 - 2006
Fideltiy Investments   2000 - 2003
Anderson & Strudwick  February 1998 - March 2000
Capital One  January 1994 - February 1998

Skills
Finance, Investments, Retirement Planning, Series 7, Mutual Funds, Wealth Management, Financial Planning, Retirement, Leadership, Financial Services, Sales, Direct Sales, New Business Development, Account Management, Account Developement

Education
University of Louisiana at Monroe   1990 — 1993
Bachelor of Arts (B.A.), Education

Benedictine High School   1985 — 1989

Ryan McDermott Ryan McDermott Greater Boston Area Details
Ryan McDermott's Wells Fargo Advisors, LLC Experience December 2010 - January 2011
Job Associate at Mosaic Research Management
Industry Financial Services
Experience
UMass Boston  August 2014 - Present
Mosaic Research Management  May 2015 - Present
Team Mizuno USA Baseball   January 2012 - Present
Fidelity Investments  February 2014 - April 2015
State Street Bank  December 2012 - February 2014
Bases Loaded Baseball   June 2010 - August 2013
State Street Bank  June 2011 - December 2012
Wells Fargo Advisors, LLC   December 2010 - January 2011

Skills
Microsoft Excel, Mutual Funds, Investments, Accounting, Bloomberg, Client Service Oriented, Fund Accounting, Entrepreneurship, Equities, Account Reconciliation, Foreign Markets, Athletics, Recruiting, Fundraising, Coaching, Customer Service

Education
University of Massachusetts Boston   2014 — 2016
Master of Business Administration (MBA)

University of Massachusetts Dartmouth   2007 — 2011
B.S. Finance, Economics Minor, Cum Laude

Cody Giles Cody Giles Oxford, Mississippi Details
Cody Giles's Wells Fargo Advisors, LLC Experience January 2011 - July 2015
Job Wealth Advisor and Founder at Giles McPhail Wealth Management
Industry Financial Services
Experience
Giles McPhail Wealth Management   July 2015 - Present
Wells Fargo Advisors, LLC   January 2011 - July 2015
The University of Mississippi  January 2006 - December 2010
Regions Bank  July 2002 - December 2005

Skills
Financial Advisory, Asset Allocation, Relationship Management, 401(k) Rollover, Estate Investment..., Retirement Planning

Education
University of Mississippi   1997 — 2001
2001, Journalism

Stephanie Meadows Stephanie Meadows Greater St. Louis Area Details
Stephanie Meadows's Wells Fargo Advisors, LLC Experience March 2012 - Present
Job First Vice President, Manager Relationship Management
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 2012 - Present
Wells Fargo Advisors  August 2010 - March 2012
Edward Jones  August 2009 - August 2010
Edward Jones  March 2007 - August 2009

Skills
Series 7, Training, Business Development, Sales, Entrepreneurship, Leadership, Strategy, New Business Development, Coaching, Financial Services, Financial Analysis, Recruiting, Risk Management, Banking, Financial Advisory, Relationship Management, Strategic Partnerships

Education
University of Missouri-Columbia   1998 — 2002
Bachelor, Business, Psychology, French

Mary Institute St. Louis Country Day School   1994 — 1998

Andrew Townes Andrew Townes Jackson, Mississippi Area Details
Andrew Townes's Wells Fargo Advisors, LLC Experience December 2013 - Present
Job Wells Fargo Advisors, LLC Senior Vice PresidentInvestments
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   December 2013 - Present
UBS Financial Services  February 2001 - December 2013
Prudential Securities  April 1997 - February 2001

Education
University of Mississippi   1982 — 1986
B.B.A., Banking & Finance

David Feller David Feller Greater Seattle Area Details
David Feller's Wells Fargo Advisors, LLC Experience February 1992 - Present
Job Senior Vice President Investments, CFP®, CIMA®
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 1992 - Present

Skills
Asset Allocation, Investment Strategies, Retirement, Bonds, Finance, Mutual Funds, Securities, Retirement Planning, Retirement Income..., Educational Savings, Employee Stock Option..., Risk Management, Financial Analysis, Asset Management, Strategic Planning, Leadership

Education
University of Michigan   1987 — 1991
BS, Biology

Tom McLaughlin Tom McLaughlin Morristown, New Jersey Details
Tom McLaughlin's Wells Fargo Advisors, LLC Experience June 2010 - November 2013
Job CoOwner Ricalton's Village Tavern, So. Orange, NJ
Industry Restaurants
Experience
Ricaltons Village Tavern   October 2013 - Present
Delbarton School, Fathers and Friends Board   June 2012 - Present
Mayo Performing Arts Center  July 2011 - Present
Cornerstone Family Programs (formerly Family Services of Morris County)   May 2011 - Present
Morristown Junior Colonial Youth Hockey Program   June 2011 - June 2015
Wells Fargo Advisors, LLC   June 2010 - November 2013
LaBranche & Co.   October 2008 - January 2010
LaBranche & Co.   2006 - January 2010
New York Stock Exchange  1982 - 2005

Education
University of Massachusetts Boston

Lydia Schwartz Lydia Schwartz Greater Minneapolis-St. Paul Area Details
Lydia Schwartz's Wells Fargo Advisors, LLC Experience December 2009 - May 2011
Job Billing and Collections Clerk at C.H. Robinson
Industry Writing and Editing
Experience
C.H. Robinson   September 2014 - Present
McFarlane Media Interests   December 2009 - Present
Blue Cross and Blue Shield of Minnesota  December 2013 - March 2014
Helgeson Enterprises, Incorporated   August 2012 - August 2013
Wells Fargo Home Mortgage  April 2012 - June 2012
Airtex Design Group  December 2011 - April 2012
Wells Fargo Advisors, LLC   December 2009 - May 2011
Divine HealthCare Network   August 2008 - July 2009
University of Minnesota Bookstores  February 2006 - July 2008
State Senator Sandra Pappas (DFL-St. Paul)   January 2008 - May 2008

Skills
Journalism, Writing, Editing, Data Entry, Organizational..., Able To Multi-task, Report verification, Confidentiality, Research, Issue Resolution, Local Government, Telephone Reception, Lobby reception, Mathematics, Typing, Written Communication, Verbal Communication, Cross-referencing, High Level Of Accuracy, Multi-line Phone, Microsoft Office, Filing, Business Letters, Copying, Faxing, Fax, Politics, Critical Thinking, Customer Satisfaction, Highly detail oriented, Telephone Skills

Education
University of Minnesota-Twin Cities   2004 — 2008
BA, Political Science, 3.103

David Noveck David Noveck Greater Philadelphia Area Details
David Noveck's Wells Fargo Advisors, LLC Experience April 2014 - Present
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2014 - Present
Schneider National  August 2013 - April 2014
Schneider National  June 2013 - August 2013
Borgata Hotel Casino & Spa  June 2012 - August 2012

Skills
Microsoft Excel, Microsoft Office, Strategic Planning, Transportation..., Oracle Reports, Outlook, Public Speaking

Education
Robert H. Smith School of Business   2009 — 2013
Supply Chain Management, Marketing

University of Maryland College Park   2009 — 2013
Bachelor of Applied Science (BASc), Logistics, Materials, and Supply Chain Management

Richard Swan Richard Swan Bangor, Maine Area Details
Richard Swan's Wells Fargo Advisors, LLC Experience September 1999 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 1999 - Present
R.B, Swan & Son, Inc.   January 1975 - August 1999

Skills
Investments, Retirement Planning, 401k Rollovers, IRAs, Small Business, Mutual Funds, 529 Plans, Insurance, Alternative Investments, 401k, Non-profits, High Net Worth..., Retirement, IRA's, Retirement Income..., Stocks, Bonds, Wealth Preservation, Income Protection, Variable Annuities, Irrevocable Life..., Income Generation, Estate Planning...

Education
University of Maine
B.S., Natural Resource Economics

James J. Tully III, CFP® James J. Tully III, CFP® Daytona Beach, Florida Area Details
James J. Tully III, CFP®'s Wells Fargo Advisors, LLC Experience February 2011 - January 2013
Job Portfolio Consultant at Charles Schwab
Industry Financial Services
Experience
Schwab Private Client Investment Advisory, Inc., Charles Schwab & Co., Inc   May 2013 - Present
Wells Fargo Advisors, LLC   February 2011 - January 2013
Fidelity Investments  January 2007 - January 2011
The Bank of New York  September 2005 - January 2007
Charles Schwab  June 2004 - August 2005
The Bank of New York  February 2003 - May 2004
Charles Schwab & Co.   November 1996 - December 2002
Morgan Stanley Dean Witter  1995 - 1996

Skills
Financial Services, Series 63, Wealth Management, Investments, Strategic Financial..., Portfolio Management, Fixed Income, Mutual Funds, Retirement Planning, Securities, FINRA, Retirement, Insurance, Finance, Equities, Series 7, Alternative Investments, Asset Allocation, Mortgage Lending

Education
University of Massachusetts Boston   1992 — 1992
Bachelor of Arts, Economics

Kent R. Sward Kent R. Sward Greater Minneapolis-St. Paul Area Details
Kent R. Sward's Wells Fargo Advisors, LLC Experience January 1981 - Present
Job Senior Vice President Investments @ Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 1981 - Present

Education
Red Wing High School

University of Minnesota-Duluth
Bachelor of Business, Business-Finance

Bryan Caprice Bryan Caprice Annapolis, Maryland Details
Bryan Caprice's Wells Fargo Advisors, LLC Experience October 2010 - July 2011
Job Senior Education Counselor, Presenter
Industry Financial Services
Experience
Online Trading Academy  October 2012 - Present
ARINC Speakeasy Toastmaste​rs Club   May 2011 - May 2014
Novartis  October 2012 - October 2013
Online Trading Academy  July 2011 - September 2012
Wells Fargo Advisors, LLC   October 2010 - July 2011
King Pharmaceuticals  August 2009 - August 2010
Merck  June 2002 - April 2009

Skills
Leadership, Marketing, Team Building, Public Speaking, Sales, Coaching, Business Planning, Customer Service, New Business Development, Management, Investments, Sales Management, Training, Marketing Strategy, Social Media, Start-ups, Trading, Options, Entrepreneurship, Strategy, Stocks, Series 7, Uniform Combined State..., Business Development, Business Strategy, Lead Generation, Online Marketing, Sales Operations, Customer Relations, Roth IRA, IRAs

Education
University of Maryland College Park   1994 — 1999
Bachelor of Science, Health and Human Performance

Brian Beattie, CFP® Brian Beattie, CFP® West Palm Beach, Florida Area Details
Brian Beattie, CFP®'s Wells Fargo Advisors, LLC Experience August 2010 - Present
Job Associate Vice President at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2010 - Present
Morgan Stanley Smith Barney  June 2006 - August 2010

Skills
Retirement Planning, Investments, Finance, Financial Advisory, Insurance, Small Business, Retirement, Fixed Annuities, Mutual Funds, 401k, Long Term Care Insurance, Life Insurance, Chartered Retirement...

Education
University of Miami - School of Business   2003 — 2007
BBA, Finance, Management, Marketing

Brian J. Seits Brian J. Seits Miami/Fort Lauderdale Area Details
Brian J. Seits's Wells Fargo Advisors, LLC Experience June 1999 - Present
Job Financial Advisor, Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 1999 - Present

Skills
Asset Management, Professional Networking, Risk Assessment, Retirement Planning, IRA Rollovers, Insurance, IRAs, Asset Managment, Client Counseling, Finance, Manage Client..., Investments, Client Relations Skills, Client Development, Retirement, Client Liaison, Financial Services, Business Networking, Series 63

Education
University of Miami - School of Business   1995 — 1999
BBA, Finance

Jonathan Sidarous Jonathan Sidarous Greater St. Louis Area Details
Jonathan Sidarous's Wells Fargo Advisors, LLC Experience November 2008 - May 2011
Job First Vice President (FVP), UserCentered Design Manager at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors  May 2011 - Present
Wells Fargo Advisors, LLC   November 2008 - May 2011
Perficient, Inc.   August 2005 - October 2008
World Usability Day St. Louis   June 2006 - November 2006
Lexmark International  January 2005 - August 2005
University of Missouri-Rolla  January 2003 - December 2004

Skills
Contextual Inquiry, Heuristic Evaluation, Information Architecture, Card Sorting, Requirements Gathering, Task Analysis, Competitive Analysis, Reviews, Usability Testing, User-centered Design, User Research, Interaction Design, Wireframes, CRM, Experience Design, User Experience Design, Business Analysis, Management, Usability, User Experience

Education
University of Missouri-Rolla   1999 — 2004
BS & MS, Psychology, Computer Science, Human Computer Interaction, Economics, IT

Shawnee Mission West High School   1996 — 1999
High School Diploma

Dennis Holland Dennis Holland Greater Boston Area Details
Dennis Holland's Wells Fargo Advisors, LLC Experience September 2001 - Present
Job First Vice PresidentInvestments at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 2001 - Present
Merrill Lynch  August 1990 - September 2000

Education
University of Massachusetts, Amherst   1983 — 1986
BA

Shane Jordan Shane Jordan Fort Lauderdale, Florida Details
Shane Jordan's Wells Fargo Advisors, LLC Experience 2014 - Present
Job Complex Compliance Specialist at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2014 - Present
Morgan Stanley  2012 - 2014
TradeStation Securities  2006 - 2011
TradeStation Securities  2003 - 2006
Legg Mason  1999 - 2003
Morgan Stanley Dean Witter  1997 - 1999

Education
University of Maryland College Park
BS

Mike Shields, CFP® Mike Shields, CFP® Leawood, Kansas Details
Mike Shields, CFP®'s Wells Fargo Advisors, LLC Experience December 1999 - May 2012
Job Senior Director at WaterFront Wealth
Industry Financial Services
Experience
WaterFront Wealth   May 2012 - Present
Wells Fargo Advisors, LLC   December 1999 - May 2012

Skills
Retirement, Estate Planning, Finance, Long Term Care Insurance, Retirement Planning, Investments, Wealth Management, Small Business, 401k, Life Insurance, Insurance, Mortgage Lending, Portfolio Management, Strategic Planning, Sales Management, Loans, Mutual Funds, Financial Advisory, Wealth

Education
University of Missouri-Columbia   1994 — 1998
Bachelors, Business Management & Finance

Richard Tyroler Richard Tyroler Boca Raton, Florida Details
Richard Tyroler's Wells Fargo Advisors, LLC Experience April 2011 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2011 - Present
Smith Barney  July 2007 - April 2011
UBS Wealth Management  July 2005 - July 2007
Carlin Financial Group  January 1998 - December 2001
Timber Lake & Tyler Hill Camps   September 1980 - October 1997

Skills
Retirement Planning, Investments, Insurance, Long-term Care, Philanthropy, Education Funding, Estate Planning...

Education
University of Massachusetts, Amherst   1981 — 1985
BA, Business/Marketing

Gale Tsai Gale Tsai Greater St. Louis Area Details
Gale Tsai's Wells Fargo Advisors, LLC Experience December 2009 - April 2011
Job Business Systems Consultant at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors  March 2014 - Present
Unisys  April 2011 - March 2014
Wells Fargo Advisors, LLC   December 2009 - April 2011
Nestle Purina  December 2008 - December 2009
Maritz  February 2008 - November 2008
Federal Agency  March 2004 - February 2008
State of MO  April 2003 - March 2004
Self-employed  March 2002 - March 2003
A.G. Edwards   May 2000 - February 2002
Western Pacific Technologies   September 1999 - May 2000

Skills
Requirements Analysis, Software Documentation, Microsoft SQL Server, Business Analysis, SDLC, Business Intelligence, Systems Analysis, Java, J2EE Application..., JSP, Struts, MyEclipse, JBoss Developer Studio, JBoss EAP, JBoss Application Server, Websphere, DB2, MKS Integrity, ClearCase, ASP.NET, C#, SOA, Agile Methodologies, Project Management, SharePoint, SQL, Visio, XML, Vendor Management

Education
University of Missouri-Saint Louis   1998 — 2000
Bachelor, Management Information Systems

Carol Brownsberger Carol Brownsberger Daytona Beach, Florida Area Details
Carol Brownsberger's Wells Fargo Advisors, LLC Experience September 2000 - Present
Job Financial Consultant @Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 2000 - Present

Education
University of Miami   1985 — 1987
Bachelor Of Science in Communications, Communications

Herkimer County Community College   1983 — 1985
Associates in Applied Science, Broadcasting Communications

Angie Amighetti-Bell Angie Amighetti-Bell Greater St. Louis Area Details
Angie Amighetti-Bell's Wells Fargo Advisors, LLC Experience July 2006 - Present
Job Compliance Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC)   March 2011 - Present
Wells Fargo Advisors, LLC   July 2006 - Present
May Merchandising Company  2000 - 2006

Education
University of Missouri-Saint Louis   2001 — 2006

James Browning James Browning Greater St. Louis Area Details
James Browning's Wells Fargo Advisors, LLC Experience May 2009 - August 2009
Job at Stifel Nicolaus
Industry Law Practice
Experience
Stifel Nicolaus  August 2009 - Present
Wells Fargo Advisors, LLC   May 2009 - August 2009
Wachovia Securities LLC  October 2007 - May 2009
A.G. Edwards & Sons, Inc.   2003 - 2007
Blackwell Sanders Peper Martin, LLP  2001 - 2003

Skills
FINRA, Corporate Law, Arbitration, Securities, Securities Regulation, Securities Litigation

Education
University of Missouri-Columbia
B.A.

Washington University in St. Louis School of Law
J.D.

Nick Wolejsza, CFP® Nick Wolejsza, CFP® Greater Seattle Area Details
Nick Wolejsza, CFP®'s Wells Fargo Advisors, LLC Experience May 2013 - February 2014
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade  February 2014 - Present
Wells Fargo Advisors, LLC   May 2013 - February 2014
Fidelity Investments  May 2010 - May 2013
Fidelity Investments  July 2007 - May 2010
Fidelity Investments  November 2005 - July 2007
GE Capital  July 2004 - November 2005

Skills
Investments, Personal Financial..., Financial Services, Strategic Financial..., Relationship Management, Portfolio Management, Wealth Management, Asset Management, Securities, Finance, Alternative Investments, Financial Analysis, Fixed Income, Process Improvement, Mortgage Lending, Mutual Funds

Education
University of Kentucky   2000 — 2004
Bachelor of Arts, Economics

Andrew Branch Andrew Branch Greater St. Louis Area Details
Andrew Branch's Wells Fargo Advisors, LLC Experience 2008 - 2010
Job Business Systems Consultant at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors  February 2007 - Present
Fiserv  2009 - 2010
Wells Fargo Advisors, LLC   2008 - 2010

Skills
Systems Analysis, Business Analysis, DB2, Data Analysis, SQL Server, Visual C#, Perl, Trading Systems, Managed Accounts, Financial Modeling, .NET, Object Oriented Design

Education
University of Missouri-Saint Louis   2002 — 2005
Bachelor of Science (BS), Management Information Systems, General

Nicholas Steier Nicholas Steier Baltimore, Maryland Area Details
Nicholas Steier's Wells Fargo Advisors, LLC Experience April 2005 - April 2014
Job VP Wealth Management at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS  April 2014 - Present
Wells Fargo Advisors LLC  April 2005 - April 2014
SunTrust Investment Services  March 2001 - April 2005
Morgan Stanley  2000 - 2001

Education
University of Maryland College Park   1996 — 2000
BS, Government & Politics

Christian Weirich Christian Weirich Greater Philadelphia Area Details
Christian Weirich's Wells Fargo Advisors, LLC Experience April 2015 - Present
Job Branch Manager at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2015 - Present
Wells Fargo Advisors, LLC.   January 2014 - Present
Wells Fargo Advisors, LLC.   June 2008 - January 2014
Common Apparel LLC.   October 2007 - April 2009
Wachovia Securities  September 2000 - June 2008
Janney Montgomery Scott  1997 - 2000
Delaware Investments  1994 - 1997

Skills
Investments, Financial Advisory, Public Speaking, Retirement Plan..., Securities, Mutual Funds, Retirement Planning, Retirement, Finance, ETFs, Financial Services

Education
University of Maryland College Park   1987 — 1991

Eda Schmidt Eda Schmidt Greater Minneapolis-St. Paul Area Details
Eda Schmidt's Wells Fargo Advisors, LLC Experience April 1985 - Present
Job First Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 1985 - Present

Education
University of Minnesota - Carlson School of Management   1976 — 1982

Andi Hannan Andi Hannan Louisville, Kentucky Area Details
Andi Hannan's Wells Fargo Advisors, LLC Experience June 2004 - December 2010
Job CMU Staff RN at Baptist Healthcare System
Industry Hospital & Health Care
Experience
Baptist Healthcare System  August 2013 - Present
Dr. Margaret Sparks, Dermatologist   March 2011 - May 2012
Wells Fargo Advisors, LLC   June 2004 - December 2010
Stage One  October 2002 - March 2003
Junior Achievement of Kentuckiana, Inc.   June 1999 - April 2002
Community Health Trust   May 1996 - August 1998
US Postal Service/Brownsboro Hardware   March 1994 - August 1996
Lane Bryant  August 1992 - January 1994
Music Theatre of Louisville   May 1992 - August 1993
Dunc's Consignments   April 1992 - August 1993

Skills
Leadership, Event Planning, Sales, Time Management, Retail, Customer Service, Public Speaking, Software Documentation, Microsoft Excel, Microsoft Office, Fundraising, Nonprofits

Education
Bellarmine University   2012 — 2013
BSN, Registered Nursing/Registered Nurse

Jefferson Community College   2011 — 2012
Prerequisites, Registered Nursing/Registered Nurse

American Red Cross Louisville   2010 — 2010
CNA, Nursing Assistant Course

University of Louisville   1992 — 2001
BA, Event Planning & Production

Central High School   1989 — 1992
High School Requirements, General Studies

University of Louisville   1989 — 1992
Bachelor of Nursing, Registered Nursing/Registered Nurse

Highland Middle School   1986 — 1989
Middle School Requirements, General Studies

Heather Nidetch, CRPC Heather Nidetch, CRPC Greater New York City Area Details
Heather Nidetch, CRPC's Wells Fargo Advisors, LLC Experience January 2008 - July 2012
Job Associate Vice President Investments, Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  April 2015 - Present
Merrill Lynch  July 2012 - April 2015
Wells Fargo Advisors, LLC   January 2008 - July 2012
Cantor Fitzgerald  June 2006 - September 2007
Brown Parker & DeMarinis Advertising  December 2004 - October 2005
Deutsch Advertising  January 2002 - November 2004

Skills
Investments, Bonds, Asset Allocation, Securities, Equities, Fixed Income, Mutual Funds, Asset Management, Sales, Variable Annuities, Fixed Annuities, Alternative Investments, FINRA, Retirement Planning, Financial Services, Equity Trading, Retirement, CRM, Account Management, New Business Development, Asset Managment

Education
University of Miami   1997 — 2001
BBA

The Wheatley School   1993 — 1997

Cheryl Spryszak Cheryl Spryszak Greater St. Louis Area Details
Cheryl Spryszak's Wells Fargo Advisors, LLC Experience July 2008 - Present
Job Business Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2008 - Present
GMAC Insurance  April 2007 - October 2007
GMAC Insurance  March 2004 - March 2007
GMAC Insurance  June 1986 - February 2004

Skills
Salesforce, Meeting Planning, Contract Negotiation, Coordinate Meetings, Budget Reconciliation, Vendor Relationships, Access, Analysis, Cross-functional Team..., Project Management, SDLC, Salesforce.com, Software Documentation, Visio

Education
University of Missouri-Saint Louis   2004 — 2008
Chancellor's Certificate, Microcomputer Program

Control Data Institute   1981 — 1982
Certificate of Completion, Computer Programming

Wayne State University   1973 — 1977
B.S., Elementary Education

Lauren Castrop Lauren Castrop Greater St. Louis Area Details
Lauren Castrop's Wells Fargo Advisors, LLC Experience November 2008 - Present
Job Managed Account Trade Resolution at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 2008 - Present
Drury Development   October 2007 - November 2008

Education
University of Missouri-Columbia   2002 — 2006

Charles Ragland Charles Ragland West Palm Beach, Florida Area Details
Charles Ragland's Wells Fargo Advisors, LLC Experience July 1987 - Present
Job Managing DirectorInvestments at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 1987 - Present
President Ford Campaign   August 1975 - May 1976
US Army  June 1966 - July 1969

Education
University of Miami   1960 — 1965
Bof Ed, history

American university dc   1963 — 1964
history

Alan Herzog Alan Herzog Greater St. Louis Area Details
Alan Herzog's Wells Fargo Advisors, LLC Experience September 2009 - February 2013
Job Director Funds Compliance at Edward Jones
Industry Financial Services
Experience
Edward Jones  February 2013 - Present
Wells Fargo Advisors, LLC   September 2009 - February 2013
Wachovia Securities  January 2008 - September 2009
A.G. Edwards   2001 - 2008

Education
University of Missouri-Columbia School of Law   1996 — 1999
JD, Law

University of Missouri-Columbia

James Rudin James Rudin Greater Minneapolis-St. Paul Area Details
James Rudin's Wells Fargo Advisors, LLC Experience March 1992 - Present
Job Managing Director Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 1992 - Present

Skills
Investments, Retirement, Analysis, Mutual Funds, Risk Management, Insurance, Asset Allocation, Retirement Planning, Investment Strategies, Strategic Planning

Education
University of Minnesota-Twin Cities   1987 — 1990
Bachelors, Business & Finance

Damon DeLillo Damon DeLillo Greater San Diego Area Details
Damon DeLillo's Wells Fargo Advisors, LLC Experience May 2012 - Present
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2012 - Present
Principal Financial Group  August 2008 - May 2012
Cammack LaRhette Consulting  August 2000 - August 2008

Skills
Mutual Funds

Education
University of Maryland College Park   1996 — 2000
Bachelor's degree, Business Administration and Management

Horace Greeley High School   1992 — 1996

Michael Borrelli Michael Borrelli Washington D.C. Metro Area Details
Michael Borrelli's Wells Fargo Advisors, LLC Experience August 2008 - August 2011
Job Account Executive II at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group  November 2010 - Present
Wells Fargo Advisors, LLC   August 2008 - August 2011

Education
University of Maryland - Robert H. Smith School of Business
Bachelor's, Finance

Angie Camel Angie Camel Lake Charles, Louisiana Area Details
Angie Camel's Wells Fargo Advisors, LLC Experience May 2001 - Present
Job Financial Consultant, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2001 - Present

Skills
Mutual Funds, Retirement Planning, Investments, Retirement, Asset Allocation, Investment Strategies, Financial Analysis

Education
University of Louisiana at Lafayette   1982 — 1985
BS, Finance

Bruce Swiney Bruce Swiney Greater St. Louis Area Details
Bruce Swiney's Wells Fargo Advisors, LLC Experience December 2009 - January 2011
Job Senior DBA at Ameren
Industry Information Technology and Services
Experience
Ameren  June 2013 - Present
Nestle Purina  April 2012 - May 2013
Ameren  January 2011 - April 2012
Wells Fargo Advisors, LLC   December 2009 - January 2011
Anheuser-Busch InBev  January 2009 - October 2009
Anheuser-Busch  January 1999 - December 2008
Anheuser-Busch  January 1996 - January 1999
Anheuser-Busch  April 1987 - January 1996

Education
University of Missouri-Columbia   1979 — 1984
BS, Electrical Engineering

University of Missouri-Columbia   1979 — 1984
BS, Computer Engineering

Kate Eiland Kate Eiland Fresno, California Area Details
Kate Eiland's Wells Fargo Advisors, LLC Experience August 2014 - Present
Job Financial Advisor First Vice President Investment Officer of The Eiland Group at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2014 - Present
UBS Financial Services, Inc.   May 2004 - August 2014
Peak Pilates  2009 - 2010
Prudential Capital Group  June 2002 - January 2003

Skills
Portfolio Management, Wealth Management, Investments, Securities, Equities, Alternative Investments, Mutual Funds, Finance, Fixed Income Strategies, Wealth Preservation..., Retirement Planning, Financial Services, Strategic Planning, Asset Allocation, Bonds, ETFs, Financial Advisory, Investment Strategies, Retirement

Education
University of Michigan   1998 — 2002
BBA, Business Adminstration, Finance

Jim Payton Jim Payton Baltimore, Maryland Area Details
Jim Payton's Wells Fargo Advisors, LLC Experience January 1995 - Present
Job First Vice PresidentInvestments Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 1995 - Present
Alex Brown & sons  October 1981 - January 1995

Skills
Portfolio Management, Financial Modeling, Financial Analysis, Investments, Banking, Credit, Series 7, Credit Analysis, Loans, Wealth Management, Financial Services, Strategic Financial..., Valuation, Equities, Finance, Capital Markets, Underwriting, Mutual Funds, Series 63, Asset Management

Education
University of Michigan   1971 — 1973
MBA, Marketing

University of North Carolina at Chapel Hill   1967 — 1971
AB, Economics (with Honors)

Dave Jacus Dave Jacus Greater St. Louis Area Details
Dave Jacus's Wells Fargo Advisors, LLC Experience 2009 - Present
Job Senior Vice President / Director of ShortTerm Trading at Wells Fargo Advisors, LLC
Industry Investment Management
Experience
Wells Fargo Advisors, LLC   2009 - Present

Education
Washington University in St. Louis - Olin Business School   1986 — 1990
M.B.A., Finance

University of Missouri-Columbia   1981 — 1985
B.S.B.A., Management

Erin Kessel (Wilke) Erin Kessel (Wilke) Greater St. Louis Area Details
Erin Kessel (Wilke)'s Wells Fargo Advisors, LLC Experience 2008 - 2009
Job Financial Consultant
Industry Financial Services
Experience
Charles Schwab  July 2009 - Present
Wachovia Securities, LLC  September 2008 - July 2009
A.G. Edwards   December 2003 - July 2009
A.G. Edwards   December 2003 - July 2009
Wells Fargo Advisors, LLC   2008 - 2009
Mizzou Athletics  2000 - 2002

Education
University of Missouri-Saint Louis   2004 — 2006
MBA, Business

University of Missouri-Columbia, College of Business   1998 — 2002
Marketing

Katherine Kozlowski Katherine Kozlowski Greater Chicago Area Details
Katherine Kozlowski's Wells Fargo Advisors, LLC Experience January 2015 - Present
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2015 - Present
UBS Financial Services Inc  November 2010 - January 2015
Gary R Weber Associates, Inc.   September 2008 - March 2009
Beckett & Raeder Inc.   2003 - 2007
Johnson Hill Land Ethics Studio   July 2002 - October 2003
Self Employed  May 2001 - July 2002
University of Michigan  January 2001 - December 2001
Land Ethics, Inc   April 2000 - August 2000
Paine Webber  August 1996 - March 1998
Paine Webber  December 1993 - August 1996

Education
University of Michigan
MLA, Landscape Architecture

James Scott Widman James Scott Widman Overland Park, Kansas Details
James Scott Widman's Wells Fargo Advisors, LLC Experience August 1993 - December 2013
Job Managing Principal at Wells Fargo Advisors Financial Network, LLC
Industry Financial Services
Experience
White Oak Financial Advisors, LLC   December 2013 - Present
Wells Fargo Advisors, LLC   August 1993 - December 2013

Education
University of Missouri-Columbia, College of Business   1985 — 1989
Finance and Real Estate

Dominick Del Grosso Dominick Del Grosso Charleston, South Carolina Details
Dominick Del Grosso's Wells Fargo Advisors, LLC Experience October 2012 - May 2015
Job
Industry Logistics and Supply Chain
Experience
Oversize Logistics, LLC   May 2015 - Present
Wells Fargo Advisors, LLC   October 2012 - May 2015
First Federal of Charleston  May 2004 - July 2012
Wachovia Bank  August 2003 - April 2004
Citzens National Bank   April 2000 - July 2003
Sequoia National Bank   October 1999 - April 2000
Sandy Spring National Bank   January 1997 - November 1999
Nations Bank  August 1985 - January 1997

Skills
Logistics, Heavy Haul, Specialized Equipment, Freight Transportation, Freight Brokerage, Transportation Planning, Supply Chain, Supply Chain Management, Supply Chain..., Truckload, LTL, Ocean Freight, Investments, Loans, Financial Advisory, Credit, Investment Valuation, Deposit Growth, Investment Selection

Education
University of Maryland College Park   1986 — 1989
Business Administration and Management, General

DeMatha Catholic High School   1981 — 1985

Chip Walker Chip Walker Saint Louis, Missouri Details
Chip Walker's Wells Fargo Advisors, LLC Experience October 1992 - Present
Job Managing Director, Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 1992 - Present

Skills
Securities, Financial Advisory

Education
University of Mary Washington   1988 — 1992
B.A., Economics

Gavin Stringer, Sr Gavin Stringer, Sr Baltimore, Maryland Area Details
Gavin Stringer, Sr's Wells Fargo Advisors, LLC Experience January 2001 - Present
Job Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2001 - Present

Skills
Investments, Small Business, Financial Services, Financial Analysis, Finance, Retirement Planning, Financial Risk, Underwriting, Insurance, Risk Management

Education
University of Maryland College Park   1971 — 1974
Bachelor

Calvert Hall College High School   1964 — 1968

Jerome Lynch Jerome Lynch Louisville, Kentucky Area Details
Jerome Lynch's Wells Fargo Advisors, LLC Experience April 1999 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 1999 - Present

Skills
Investments

Education
University of Louisville

Chuck Sherman Chuck Sherman Oxford, Mississippi Details
Chuck Sherman's Wells Fargo Advisors, LLC Experience October 2006 - Present
Job First Vice President Investment Officer/ The Reid Sherman Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2006 - Present
Morgan Keegan and Company  June 1999 - October 2006

Skills
Investments, Bonds, Mutual Funds, Investment Strategies, Financial Analysis

Education
University of Mississippi   1995 — 1999

Lee Naas Lee Naas Greater St. Louis Area Details
Lee Naas's Wells Fargo Advisors, LLC Experience September 2006 - Present
Job First Vice PresidentInvestments
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 2006 - Present

Skills
Investment Advisory, Investments, 401k, Mutual Funds, Mortgage Lending, Series 7, Finance, Asset Allocation, Investment Strategies, Uniform Combined State..., Trading, Retirement, Estate Planning, Financial Advisory, Financial Analysis, FINRA, Strategic Planning, Retirement Planning, Securities, Wealth Management, Financial Markets, Alternative Investments, Portfolio Management, Series 65, Series 6, Wealth, Equities, Fixed Annuities, Series 63, Asset Management, Strategic Financial..., Financial Planning

Education
University of Missouri-Columbia, College of Business
BSBA

Herschel Ryan Herschel Ryan Monroe, Louisiana Area Details
Herschel Ryan's Wells Fargo Advisors, LLC Experience December 2009 - Present
Job First Vice President Investments, Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   December 2009 - Present
A.G. Edwards & Sons, Inc.   January 1992 - December 2009

Skills
Retirement Planning, Investments, Risk Management, Insurance, Strategic Planning, Securities, 401k Rollovers

Education
University of Louisiana at Monroe
MBA, Business

Natasha Plooster Natasha Plooster Lincoln, Nebraska Area Details
Natasha Plooster's Wells Fargo Advisors, LLC Experience October 2011 - December 2013
Job Plooster Real Estate Holdings, LLC
Industry Financial Services
Experience
Plooster Real Estate Holdings, LLC   July 2014 - Present
Wells Fargo Advisors, LLC   October 2011 - December 2013
Burlington Capital Group Emerging Markets   2010 - 2011
Valor Equity Partners  2010 - 2010
Deutsche Bank Securities  2007 - 2010
Helzberg Angrist Capital LLC   2006 - 2006

Skills
Equities, Bloomberg, Fixed Income, Equity Research

Education
University of Michigan   2004 — 2007
Bachelor of Science (B.S.), Industrial Operations Engineering

Donna Marie Deeb Donna Marie Deeb Albany, New York Area Details
Donna Marie Deeb's Wells Fargo Advisors, LLC Experience June 1988 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 1988 - Present

Skills
Financial Modeling, Series 7, Financial Analysis, Investments

Education
University of Louisiana at Lafayette   1967 — 1971
BS, BUSINESS ADMINISTRATION

Brian Domijan Brian Domijan Greater St. Louis Area Details
Brian Domijan's Wells Fargo Advisors, LLC Experience 2000 - Present
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2000 - Present

Skills
Series 63, Investments, Sales, Asset Allocation, New Business Development, Retirement Planning, Finance, Series 7, 401k, Mutual Funds, Financial Analysis, Wealth Management, Portfolio Management, Retirement, Customer Service, Sales Management, Management

Education
Webster University   1998 — 2002
MBA, Business

University of Missouri-Columbia   1993 — 1997
BSBA, Finance

Christine Lovell Christine Lovell Richmond, Virginia Area Details
Christine Lovell's Wells Fargo Advisors, LLC Experience January 2014 - Present
Job Control Specialist @ Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2014 - Present
BB&T Scott & Stringfellow   September 1996 - January 2014

Education
Mary Washington College   1988 — 1992
Bachelor of Science

Meadowbrook High School   1984 — 1988

Pat Gorand Pat Gorand Greater Chicago Area Details
Pat Gorand's Wells Fargo Advisors, LLC Experience June 2010 - October 2014
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   October 2014 - Present
Wells Fargo Advisors, LLC   June 2010 - October 2014

Education
University of Iowa - Henry B. Tippie College of Business   2005 — 2009
B.B.A., Finance

Karla Olson-Bellfi Karla Olson-Bellfi Greater Detroit Area Details
Karla Olson-Bellfi's Wells Fargo Advisors, LLC Experience 1988 - Present
Job Senior Vice President Investments at OlsonBellfi Financial Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   1988 - Present

Education
University of Michigan   1978 — 1982
Bachelor of Science (B.S.), Resource Policy and Management

Jill Greiner Jill Greiner Des Moines, Iowa Area Details
Jill Greiner's Wells Fargo Advisors, LLC Experience June 2009 - Present
Job Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 2009 - Present
Wells Fargo Advisors, LLC   May 2006 - June 2009

Skills
Retirement Planning, Investments, Retirement, Pensions, Mutual Funds, Asset Allocation, 401k, Fixed Annuities, IRAs, Finance

Education
University of Iowa - Henry B. Tippie College of Business   2002 — 2006
MBA, Business Administration

Jim Garber, CFA Jim Garber, CFA Scottsdale, Arizona Details
Jim Garber, CFA's Wells Fargo Advisors, LLC Experience September 1995 - Present
Job First Vice PresidentInvestments Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 1995 - Present

Education
University of Minnesota-Twin Cities   1970 — 1974
BA, Economics

Jerry Jeffrey Jerry Jeffrey Moberly, Missouri Details
Jerry Jeffrey's Wells Fargo Advisors, LLC Experience February 1995 - Present
Job Financial Advisor In Charge at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 1995 - Present

Skills
Retirement Planning, Investments

Education
University of Missouri-Columbia   1980 — 1984
Bachelor of Science, Agriculture Economics

Sarah Mijts Sarah Mijts San Francisco Bay Area Details
Sarah Mijts's Wells Fargo Advisors, LLC Experience June 2013 - Present
Job Regional Support Specialist at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 2013 - Present
Wells Fargo Advisors, LLC   August 2009 - Present
Wells Fargo  July 2006 - July 2009
Affinity Plus Federal Credit Union  January 2005 - January 2006

Skills
Customer Service, Sales Operations, Compliance, Microsoft Word, Social Networking, Social Media, Windows, Triathlon, Animal Welfare

Education
University of Minnesota-Twin Cities   1997 — 2002
Bachelor of Arts (B.A.), Archeology

Kaan Togrul Kaan Togrul Traverse City, Michigan Details
Kaan Togrul's Wells Fargo Advisors, LLC Experience August 2005 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2005 - Present

Education
University of Michigan
Bachelor of Arts (B.A.), Political Science and Economics

David Aquilina David Aquilina Troy, Michigan Details
David Aquilina's Wells Fargo Advisors, LLC Experience February 2012 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2012 - Present
Leonard & Company  January 2008 - February 2012
Morgan Stanley  March 1993 - December 2007

Education
University of Michigan-Dearborn   1989 — 1993
Bachelor's Degree, Accounting and Finance

Peter Klatt Peter Klatt Greater Minneapolis-St. Paul Area Details
Peter Klatt's Wells Fargo Advisors, LLC Experience 1987 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   1987 - Present

Education
University of Minnesota - Carlson School of Management   1972 — 1976
BSB

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