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
Ballard Cash Cassady III Ballard Cash Cassady III Louisville, Kentucky Area Details
Ballard Cash Cassady III's Wells Fargo Advisors, LLC Experience December 2013 - Present
Job Client Associate with Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   December 2013 - Present
Stock Yards Bank & Trust  June 2012 - November 2013

Skills
Financial Analysis, Customer Service, Public Speaking, Research, Investments, Investment Banking, Finance, Management, Sales, Leadership, Event Planning, Marketing

Education
Bellarmine University   2007 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management, General

University of Kentucky   2005 — 2007
Bachelor of Business Administration (B.B.A.)

Wheeler Crowley Wheeler Crowley Greater Boston Area Details
Wheeler Crowley'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
Wells Fargo  January 2010 - March 2011
The Collective  April 2008 - October 2009

Skills
Investments, Investment Strategies, Financial Advisory, Microsoft Excel, Asset Allocation, Retirement Planning, 401k, Retirement, Mutual Funds, Securities, Equities, Microsoft Office, Financial Analysis, Due Diligence, 529 Plans, Financial Modeling, Bonds, FINRA, Alternative Investments, Fixed Annuities, 401k Rollovers, Fixed Income, Valuation, Insurance, Trading, Bloomberg, Wealth Management..., IRAs, High Net Worth..., Wealth, ETFs, Financial Services

Education
Boston University   2005 — 2007
MFA

University of Hartford   2002 — 2004
B.A.

University of Southern Maine   2000 — 2002

Vincent Bancheri Vincent Bancheri Portland, Oregon Area Details
Vincent Bancheri's Wells Fargo Advisors, LLC Experience October 2009 - January 2010
Job Label Manager at Mama Bird Recording Co.
Industry Music
Experience
Mama Bird Recording Co.   August 2009 - Present
Rumblefish  April 2014 - Present
Freelance  January 2006 - Present
Boston Pedicab  March 2010 - October 2010
For Kids Only Afterschool  January 2010 - April 2010
Wells Fargo Advisors, LLC   October 2009 - January 2010

Skills
Photography, Music Industry, A & R, Record Labels, Talent Booking, Social Media

Education
Boston University   2004 — 2009
B.S., Photojournalism

George Morris CFA George Morris CFA Cleveland/Akron, Ohio Area Details
George Morris CFA's Wells Fargo Advisors, LLC Experience November 1970 - January 2013
Job Retired, Sr. Vice President Investments Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 1970 - January 2013
Prescott Ball & Turben & Co.   November 1970 - May 1991
Diamond Shamrock Corp.  May 1961 - November 1970

Skills
Investments, Series 7, Wealth Management, Portfolio Management, Securities, Retirement Planning, Asset Management, Equities, Mutual Funds, Banking, Management

Education
Weatherhead School of Management at Case Western Reserve University   1965 — 1967
MBA, Marketing & Finance

Bowling Green State University   1956 — 1960
BS _ Business Admin., Accounting and Finance

Brian Burriss Brian Burriss Greater New York City Area Details
Brian Burriss's Wells Fargo Advisors, LLC Experience February 1986 - Present
Job Managing DirectorInvestments at MessinaBurrissMimnaugh Wealth Management Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 1986 - Present

Skills
Stocks, Financial Markets

Education
City University of New York-Baruch College   1971 — 1975
BA, Business, International Marketing

Westchester Community College   1968 — 1970
BS, Marketing

Granville Younce, CFP® Granville Younce, CFP® Highlands, North Carolina Details
Granville Younce, CFP®'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
Morgan Stanley Smith Barney  August 2006 - October 2011
Macon Investment Services   August 1996 - July 2006

Skills
Wealth Management, Finance, Investment Strategies, Mutual Funds, Retirement, Investments, Investment Advisory, Asset Allocation, Series 7, Retirement Planning, Portfolio Management, IRAs, Financial Advisory, Strategic Financial..., Estate Planning, 401k Rollovers

Education
University of Kentucky - Patterson School   1989 — 1990
MA, International Economic Affairs

Berea College   1985 — 1989
BS, Agricultural Economics

Franklin High School

Bill Stash Bill Stash Fernandina Beach, Florida Details
Bill Stash's Wells Fargo Advisors, LLC Experience January 2005 - Present
Job Senior Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2005 - Present
UBS Wealth Management  January 1998 - January 2005
United States Navy  August 1988 - January 1998

Skills
Investments, Insurance, Finance, Retirement, Financial Advisory, Mutual Funds, Financial Services, Wealth Planning

Education
Brenau University   1995 — 1996
Master's degree, Business Administration and Management

Southern Illinois University, Carbondale   1993 — 1994
Bachelor's degree, Human Resources Management/Personnel Administration

Georgia Military College-Milledgeville Campus   1991 — 1992
Associate's degree, General Studies

Astrid Rodriguez, CIMA, CPWA Astrid Rodriguez, CIMA, CPWA Miami/Fort Lauderdale Area Details
Astrid Rodriguez, CIMA, CPWA's Wells Fargo Advisors, LLC Experience January 1997 - Present
Job Managing Director Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 1997 - Present

Skills
Investments, Asset Allocation, Mutual Funds, Equities, Retirement, Fixed Income, Securities, Investment Advisory, Retirement Planning, Alternative Investments, Investment Strategies, ETFs, Bonds, Life Insurance

Education
Barry University   1986 — 1988
B.S., Finance and Economics

Crystal Hickey - Nelson Crystal Hickey - Nelson Watsonville, California Details
Crystal Hickey - Nelson's Wells Fargo Advisors, LLC Experience November 2011 - May 2015
Job Trainer at Woodland Farms
Industry Sports
Experience
Woodland Farms   June 2009 - Present
Wells Fargo Advisors, LLC   November 2011 - May 2015
Morgan Stanley Smith Barney  January 2008 - March 2011
24 Hour Fitness  November 2006 - January 2008

Skills
Investments, Strategic Financial..., Mutual Funds, Retirement Planning, Retirement, Investment Advisory, Mortgage Lending, Wealth Management, Insurance, Series 7, 401k, Estate Planning, Series 66, Fixed Annuities, Financial Services, Securities, Investment Strategies, Finance, Uniform Combined State..., Financial Planning

Education
Biola University   2001 — 2005
BS, Pre - Physical Therapy, Cum Laude

Saddleback College   2009 — 2009
Photography

Capistrano Valley Christian School   1996 — 2001

John Canque John Canque Greater New York City Area Details
John Canque's Wells Fargo Advisors, LLC Experience October 2011 - October 2012
Job Internal Wholesaler at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life Insurance Company  October 2012 - December 2012
Wells Fargo Advisors, LLC   October 2011 - October 2012
Blackmoon Funds   January 2010 - July 2010
Merrill Lynch  June 2009 - December 2009
Isakov Planning Group   May 2009 - June 2009
E1 Asset Management  May 2008 - August 2008

Skills
Portfolio Management, Insurance, Corporate Finance, Options, Wealth Management

Education
Baruch College, City University of New York (CUNY)   2007 — 2011
BBA, Finance, Psychology

Stacey Zahoranski Stacey Zahoranski Cleveland/Akron, Ohio Area Details
Stacey Zahoranski's Wells Fargo Advisors, LLC Experience December 2010 - July 2013
Job Wealth Advisor; Owner Beacon Wealth Consultants LLC, Akron, OH; True Wealth Legacy Coaching; Certified Kingdom Advisor
Industry Financial Services
Experience
Beacon Wealth Consultants, Inc.   July 2013 - Present
Wells Fargo Advisors, LLC   December 2010 - July 2013

Skills
Strategic Financial..., Investments, Finance, Analysis, Sales, Retirement, Wealth, Time Management, Networking, Retirement Planning, Series 7, Wealth Management, Estate Planning, Asset Allocation, Series 63

Education
Case Western Reserve University - Weatherhead School of Management   1998 — 2001
Masters, MBA

Baldwin Wallace University   1993 — 1997
Bachelors, Business Administration, Speech Communication

Christopher Chouinard, CFP® Christopher Chouinard, CFP® Fort Lauderdale, Florida Details
Christopher Chouinard, CFP®'s Wells Fargo Advisors, LLC Experience September 2005 - September 2009
Job CERTIFIED FINANCIAL PLANNER TM professional at Bay Financial Associates
Industry Financial Services
Experience
Bay Financial Associates  October 2009 - Present
Wells Fargo Advisors, LLC   September 2005 - September 2009
State Street  September 2000 - December 2003
Lucent Technologies (fka Kenan Systems)   September 1997 - August 2000

Skills
Certified Financial..., Investment Advisory..., Mutual Funds, Securities, Retirement Planning, Personal Finance, Strategic Financial...

Education
Boston University   2004 — 2004
Certificate in Financial Planning, Financial Planning and Services

Bryant University   1982 — 1986
BS in Business Admin., Summa Cum Laude, Accounting

scott worrell scott worrell Orlando, Florida Area Details
scott worrell's Wells Fargo Advisors, LLC Experience 2001 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2001 - Present
Morgan Stanley  1991 - 2001

Skills
Wealth Management, Retirement Planning, Fixed Annuities, Investment Advisory, Series 7, Series 63, Wealth Management..., Investments, Estate Planning, Asset Allocation

Education
Baylor University - Hankamer School of Business   1981 — 1985

Nick Reilly Nick Reilly Seattle, Washington Details
Nick Reilly's Wells Fargo Advisors, LLC Experience October 2014 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2014 - Present
Washington State University  May 2011 - January 2012
Washington State University  August 2010 - January 2012
Vector Marketing  May 2009 - September 2009

Skills
Asset Allocation, Financial Services, Fixed Income Strategies, Investment Planning, Investment Strategies, Investments, Strategic Planning

Education
CFP Board   2013 — 2014
CERTIFIED FINANCIAL PLANNER™ Candidate, Passed Exam

Washington State University - College of Business and Economics   2008 — 2012
BA Business Administration: Finance, Investment Analysis, Risk Management, Financial Intermediaries, Real Estate, Entrepreneurial Marketi

Bond University   2010 — 2010
Finance, Finance/International Business

Erin Despres Erin Despres Orlando, Florida Details
Erin Despres's Wells Fargo Advisors, LLC Experience November 2013 - Present
Job Marketing Client Associate
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 2013 - Present
Wells Fargo  June 2012 - November 2013
Wells Fargo  March 2010 - July 2012

Skills
Series 7, Series 63, Series 65, Life Insurance, Investments, Mutual Funds, Financial Advisory, Consumer Lending, Loans, Banking, Credit, Commercial Banking, Mortgage Lending, Commercial Lending, Small Business Lending, Lines Of Credit, Credit Analysis, Credit Cards, Finance, Credit Risk, Financial Services, Financial Risk, Private Banking, Refinance, Residential Mortgages, Retail Banking, Strategic Financial..., Retirement Planning, Life & Health Insurance..., Variable Annuities

Education
Barry University   2004 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General

Florida Southern College

Scott Worrell Scott Worrell Lake Mary, Florida Details
Scott Worrell's Wells Fargo Advisors, LLC Experience January 2001 - Present
Job Financial Advisor , Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2001 - Present

Skills
Series 63, Series 7, Investments, Retirement Planning, Wealth Management, Portfolio Management, Financial Analysis, Asset Allocation, Insurance, Mutual Funds

Education
Baylor University - Hankamer School of Business
Bachelor's Degree

Chris Malay Chris Malay Washington D.C. Metro Area Details
Chris Malay's Wells Fargo Advisors, LLC Experience January 2009 - Present
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2009 - Present
Morgan Stanley Smith Barney  July 2008 - January 2009

Skills
Series 7, Series 63, Mutual Funds, Investments, Wealth Management, Equities, Financial Analysis, Alternative Investments, Financial Modeling

Education
Boston College   2004 — 2008
B.S., Carroll School of Management

Università Commerciale 'Luigi Bocconi'   2007 — 2007

Georgetown Preparatory School   2000 — 2004

Stephanie Novacek Stephanie Novacek Greater Minneapolis-St. Paul Area Details
Stephanie Novacek'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
Investment Planning, Retirement Planning, 401(k) Rollovers, Financial Advisory, Estate Investment..., Multigenerational..., Tax-Efficient Strategies, Investments, Insurance, Asset Allocation

Education
Bethel University
Bachelor's Degree, Business - Finance, Management, & Marketing

Brian Spencer, MBA Brian Spencer, MBA Greater Salt Lake City Area Details
Brian Spencer, MBA's Wells Fargo Advisors, LLC Experience June 2010 - August 2011
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  May 2014 - Present
Morgan Stanley Wealth Management  August 2011 - May 2014
Wells Fargo Advisors, LLC   June 2010 - August 2011
T&T Enterprises   August 2009 - June 2010

Skills
Series 7, Investments, Wealth Management, 401k, Valuation, Securities, Finance, Retirement Planning, Mortgage Lending, Small Business, Financial Analysis, Series 63, Insurance, Fixed Income, Leadership, Microsoft Excel, Portfolio Management, Public Speaking, Management, Data Analysis, Microsoft Office, Financial Modeling, Marketing, Strategic Planning

Education
Westminster College   2012 — 2014
Master of Business Administration (M.B.A.)

Brigham Young University   2006 — 2009
Economics, Management

Joshua Webb Joshua Webb Blacksburg, Virginia Details
Joshua Webb's Wells Fargo Advisors, LLC Experience November 2006 - December 2013
Job Associate Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  May 2015 - Present
Green Oak Financial Advisors   December 2013 - May 2015
Wells Fargo Advisors, LLC   November 2006 - December 2013

Skills
Investments, Retirement Planning, Retirement, Investment Strategies, Financial Services, Insurance

Education
Bluefield College
Bachelor of Science (B.S.), Business Managment

Karen Dodd Karen Dodd South Bend, Indiana Area Details
Karen Dodd's Wells Fargo Advisors, LLC Experience May 2007 - Present
Job Branch Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2007 - Present

Skills
Investments, Mutual Funds, Asset Allocation

Education
Bethel College
Bachelor's Degree, Business Administration and Management, General

Doug Erlacher Doug Erlacher Greater Milwaukee Area Details
Doug Erlacher's Wells Fargo Advisors, LLC Experience October 2013 - Present
Job Senior Financial Advisor at Wells Fargo Advisors, LLC Senior Vice President
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2013 - Present
Wells Fargo Advisors, LLC   September 2004 - October 2013
Morgan Stanley  October 1991 - September 2004

Skills
Finance, Investments, Wealth, Alternative Investments, Insurance, High Net Worth..., Asset Allocation, Securities, Retirement Planning, Mutual Funds, Financial Services, Management

Education
Emory University School of Law   1978 — 1981
JD, Law

Bowdoin College   1969 — 1973
BA, Double Majors: American History and Government/Legal Studies

Michael P. Ventura Michael P. Ventura Greater New York City Area Details
Michael P. Ventura's Wells Fargo Advisors, LLC Experience November 2012 - Present
Job Senior Vice President Investments, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 2012 - Present
Morgan Stanley Smith Barney  October 2007 - November 2012
Merrill Lynch  December 2001 - October 2007
PricewaterhouseCoopers  May 1998 - December 2001

Skills
Alternative Investments, ETFs, Fixed Income, Hedge Funds, Municipal Bonds, High Net Worth..., Pension Funds, 401(k), Profit Sharing and..., Stock Options, Managed Futures, Precious Metals, Closed-End Funds, High Net Worth..., Bonds, IRAs, 401k Rollovers, Financial Advisory, Equities, Securities, 401k, Investment Strategies, Mutual Funds, Asset Allocation, Investments

Education
University of Pennsylvania - The Wharton School   2006 — 2006
Executive Certificate in Financial Advisory Leadership, Finance and Financial Management Services

Binghamton University   1993 — 1995
BA, Philosophy and Political Science

Stony Brook University   1996 — 1998
MS, Management Science

Stephen Zahka, CFP®, CRPC® Stephen Zahka, CFP®, CRPC® Greater Boston Area Details
Stephen Zahka, CFP®, CRPC®'s Wells Fargo Advisors, LLC Experience May 2010 - June 2013
Job First Vice President Investment Officer, Financial Advisor at Wells Fargo Advisors, LLC, Wellesley, MA
Industry Financial Services
Experience
Wells Fargo Advisors, LLC, Wellesley, MA   May 2010 - Present
Wells Fargo Advisors, LLC   May 2010 - June 2013

Skills
Asset Allocation, 401(K) Rollovers, Investment Planning, Investment Strategies, Investments, Retirement, Retirement Planning, Securities, Mutual Funds, Annuities, Retirement Savings, Financial Advisory

Education
Boston University   1975 — 1979
BA

Pamela Appell, CFA Pamela Appell, CFA Greater Chicago Area Details
Pamela Appell, CFA's Wells Fargo Advisors, LLC Experience April 2009 - September 2014
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James  September 2014 - Present
Wells Fargo Advisors, LLC   April 2009 - September 2014
Northern Trust Corporation  September 1996 - December 1999
Boston International Advisors   August 1993 - September 1995
State Street  June 1987 - August 1993

Skills
Retirement Planning, Investments, Series 7, Financial Advisory, Portfolio Management, Financial Services, Finance, Financial Analysis, Insurance, Asset Management

Education
Boston University
B.S. and B.A., Economics and Journalism

Boston University

Jim Clemens Jim Clemens Prescott, Arizona Details
Jim Clemens's Wells Fargo Advisors, LLC Experience October 2010 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2010 - Present
Rotary Club of Prescott Valley   July 2009 - May 2011
Town of Prescott Valley  November 2007 - November 2010
Red Gold Inc  November 2005 - November 2007
SynchroNet Inc.   January 2004 - November 2005
Geiger International  2001 - 2004
Sony Music  1992 - 2001
Sony Disc Manufacturing  May 1984 - July 1995
High Tech Lighting   1978 - 1982

Education
University of West Georgia   1994 — 1998
MBA, Business

Ball State University - College of Business   1974 — 1978
BS, Accounting

Courtney Roberts Courtney Roberts Kansas City, Missouri Area Details
Courtney Roberts's Wells Fargo Advisors, LLC Experience April 2005 - March 2010
Job at
Industry Financial Services
Experience
Barber Financial Group  June 2013 - Present
BMO Harris Financial Advisors  December 2010 - June 2013
A.G. Edwards   May 2005 - March 2010
Wells Fargo Advisors, LLC   April 2005 - March 2010
Wachovia Securities (Formerly A   July 2008 - August 2009
A.G. Edwards & Sons, Inc.   April 2005 - July 2008
A.G. Edwards and Sons   May 2006 - 2008
A.G. Edwards   March 2005 - April 2006

Skills
Equities, Securities, Fixed Income, Mergers & Acquisitions, Compliance, Recruiting, Human Resources

Education
Baker University   2008 — 2010
MBA, Finance

Kansas State University   2000 — 2004
BS, Social Science

John McKewen John McKewen Myrtle Beach, South Carolina Area Details
John McKewen's Wells Fargo Advisors, LLC Experience January 1998 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 1998 - Present

Education
Belmont Abbey College   1991 — 1994
Bachelor of Arts, Business

Coastal Carolina University   1989 — 1990
Business

David L. Gilchrist David L. Gilchrist Chantilly, Virginia Details
David L. Gilchrist's Wells Fargo Advisors, LLC Experience October 2011 - August 2015
Job Area Manager at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage  September 2015 - Present
Wells Fargo Advisors, LLC   October 2011 - August 2015
Wells Fargo Advisors, LLC   September 2008 - October 2011
Wells Fargo  February 2005 - September 2008
Wells Fargo  April 2002 - February 2005
Wells Fargo  April 2000 - April 2002
First Security Bank  April 1991 - April 2000
Corporation of the President/ Missionary Training Center   September 1986 - April 1992

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Banking, Investments, Credit, Leadership, Finance, Portfolio Management, Management, Loans, Risk Management, Financial Analysis, Relationship Management, Business Development, Insurance, Commercial Banking, Credit Analysis, Team Building, Financial Services, Commercial Lending, Financial Planning, Wealth Management, Analysis

Education
Pacific Coast Banking School   2004 — 2006
Commerical Lending

Brigham Young University   1986 — 1991
Bachelor's degree, Finance, General

Granger High School   1983 — 1986
Bachelor of Business Administration (B.B.A.), Finance, General

James Nylund James Nylund Portland, Maine Area Details
James Nylund's Wells Fargo Advisors, LLC Experience January 2013 - Present
Job Financial Advisor
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2013 - Present

Skills
Investments, Wealth Management, IRAs, Retirement Planning, Asset Allocation, Fiduciary Services, Risk Management, 401k Rollovers, Variable Annuities, ETFs, Mutual Funds, Asset Management, Estate Planning, 529 Plans, Fixed Income, Life Insurance, Disability Insurance, Long Term Care Insurance, Equity Trading, Gifting Strategies, Retirement

Education
Bowdoin College   2002 — 2006
B.A.

Northern Highlands Regional High School   1998 — 2002

J.Benjamin Vargas, MBA J.Benjamin Vargas, MBA Miami/Fort Lauderdale Area Details
J.Benjamin Vargas, MBA's Wells Fargo Advisors, LLC Experience August 2010 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2010 - Present
John Hancock Life Insurance Company (U.S.A.)   January 2008 - August 2010
First Bank  January 2007 - December 2007
Investors Bank & Trust  August 2005 - August 2006
DirectoryM  August 2004 - August 2005

Skills
Financial Modeling, Mutual Funds, Fixed Income, Investments, Series 7, Financial Analysis, Portfolio Management, Bloomberg, Asset Allocation, Equities, Investment Management, Alternative Investments

Education
Brandeis University International Business School   2006 — 2007
MBA, Finance

Bentley College   2000 — 2004
Bachelors Degree, Economics-Finance

Northeastern University   2000 — 2002
BS, Economics-Finance

American School Foundation   1986 — 2000
High School

James Elsman James Elsman Rockaway, New Jersey Details
James Elsman's Wells Fargo Advisors, LLC Experience March 1986 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 1986 - Present

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

Education
Boston College   1982 — 1986
BS, Finance

Michael Horne, CFP® Michael Horne, CFP® Greater Boston Area Details
Michael Horne, CFP®'s Wells Fargo Advisors, LLC Experience March 2009 - April 2011
Job Financial Advisor at Grimes & Company, Inc.
Industry Financial Services
Experience
Grimes & Company  April 2011 - Present
Wells Fargo Advisors, LLC   March 2009 - April 2011
US Army  May 2008 - March 2009
US Army  October 2006 - March 2008
US Army  May 2004 - October 2006

Education
Providence College
Bachelors Degree

Boston University Graduate School of Management
Certificate in Financial Planning

Catholic Memorial High School

Demetrios Athanasopoulos Demetrios Athanasopoulos Greater New York City Area Details
Demetrios Athanasopoulos's Wells Fargo Advisors, LLC Experience September 2007 - Present
Job Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 2007 - Present

Education
Montclair State University   2006 — 2009
Bachelor, Finance

Bergen Community College   2003 — 2006
Associates, Arts

Bryan Lamers, CFP(R) Bryan Lamers, CFP(R) Cincinnati Area Details
Bryan Lamers, CFP(R)'s Wells Fargo Advisors, LLC Experience January 1991 - Present
Job Senior Vice President, Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 1991 - Present

Education
Bowling Green State University   1983 — 1987
BSBA, Economics

Anthony Wayne High School   1980 — 1983

Stephen Thornhill,CRPC® Stephen Thornhill,CRPC® Sherman/Denison, Texas Area Details
Stephen Thornhill,CRPC®'s Wells Fargo Advisors, LLC Experience September 2005 - Present
Job Financial Advisor/SchweizerThornhill Wealth Management Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 2005 - Present
Thornhill Oil & Gas, Inc.   November 1994 - September 2015
Morgan Stanley Dean Witter  May 1995 - September 2005
Bass Enterprises  June 1982 - September 1994

Skills
Retirement Planning, Investments, Energy, Natural Gas, Asset Management

Education
Baylor University   1980 — 1982
MS, Geology

Baylor University   1976 — 1980
BS, Geology/Environmental Studies

Edward Tarallo Edward Tarallo Greater New York City Area Details
Edward Tarallo's Wells Fargo Advisors, LLC Experience November 2008 - Present
Job Managing Directorinvestments Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 2008 - Present
UBS AG.  July 1994 - November 2008
Smith Barney  October 1989 - June 1994

Education
Baruch College, City University of New York (CUNY)   1978 — 1982
BBA, Finance & Investments

Liceo Scientifico   1971 — 1976
Baccalaureate

Marty Scoll Marty Scoll Greater St. Louis Area Details
Marty Scoll's Wells Fargo Advisors, LLC Experience February 1995 - Present
Job CEO of the local fishing hole at Retired
Industry Financial Services
Experience
Retired  April 2013 - Present
Wells Fargo Advisors, LLC   February 1995 - Present
Wachovia  February 1995 - Present
Prudential Securities  February 1995 - April 2004
Self employed  1992 - 1995
Drexel Burnham Lambert  1984 - 1992
People Care Inc  1981 - 1984
Cosmopolitan Personnel   1978 - 1981
Cresco Sales   1976 - 1978
Gaynor Stafford Industries   1973 - 1976

Skills
Series 7, Tax, Wealth Management, Investments, Retirement Planning

Education
Baruch College, City University of New York (CUNY)   1964 — 1969

Ian Kerrigan, CFA Ian Kerrigan, CFA Greater Seattle Area Details
Ian Kerrigan, CFA's Wells Fargo Advisors, LLC Experience September 2007 - September 2009
Job Executive Director, J.P. Morgan Private Bank
Industry Investment Management
Experience
J.P. Morgan Private Bank   September 2009 - Present
EMP Museum  May 2013 - Present
Wells Fargo Advisors, LLC   September 2007 - September 2009
Communities In Schools of Washington  2005 - 2009
UBS Wealth Management  October 2004 - September 2007
Seattle University  January 2005 - May 2007
Private Asset Management, Inc.   May 1999 - October 2004
Strategic Wealth Management  January 1998 - May 1999
Scudder Stevens & Clark  February 1992 - July 1997

Skills
Portfolio Management, Private Banking, Private Wealth..., Financial Management, Investment Advisory, Portfolio Construction, Portfolio Strategy, Alternative Investments, Endowments, Financial Markets, Financial Advisory, Investment Products, Hedge Funds, Private Equity, Commodities, Fixed Income, Equities, Wealth Management..., Investments, Wealth Management, Asset Allocation, Investment Management, Investment Strategies, Asset Management

Education
Boston University   1994 — 1998
BS

Musicians Institute - GIT   1983 — 1984
Certificate

Michael Suggs Michael Suggs Longview, Texas Area Details
Michael Suggs's Wells Fargo Advisors, LLC Experience April 2014 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2014 - Present
Edward Jones  September 2011 - April 2014
Superior Imaging, LLC   September 2009 - September 2011
Grainger  February 2008 - August 2011
Philips Healthcare  2001 - 2008

Skills
Selling, Sales, Management, Investment Strategies, Capital Equipment, Healthcare, Hospitals, Medical Devices, Digital Imaging, Cardiology, Cold Calling, Budgets, Market Development, Strategic Planning, Product Launch, Personal Financial..., Estate and Legacy..., Portfolio Strategies, Wealth Services, Wealth Planning, Wealth Strategies, Wealth Transfer

Education
Blinn College   1990 — 1993
A.A.S., Radiologic Technology

Blinn College

David Michael Wisniewski David Michael Wisniewski Baltimore, Maryland Area Details
David Michael Wisniewski's Wells Fargo Advisors, LLC Experience March 2009 - Present
Job First Vice PresidentInvestments Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 2009 - Present
St. Ignatius Loyola Academy  2003 - Present
Professional Ski Instructors of Amerca  2000 - Present
Morgan Stanley Smith Barney  June 1991 - March 2009
Paine Webber  June 1986 - June 1991

Education
Boston University   2006 — 2007
Certified Financial Planner Certificate, CFP

Loyola University in Maryland   1980 — 1984
BA, Political Science/History

Loyola Blakefield High School   1976 — 1980

Crystal Betterman, M.A. Crystal Betterman, M.A. West Palm Beach, Florida Area Details
Crystal Betterman, M.A.'s Wells Fargo Advisors, LLC Experience April 2012 - June 2013
Job Private Banker
Industry Financial Services
Experience
Wells Fargo  June 2013 - Present
Wells Fargo Advisors, LLC   April 2012 - June 2013
Wells Fargo  December 2008 - April 2012
Wells Fargo Financial  May 2007 - December 2008

Skills
Banking, Finance, Financial Analysis, Insurance, Investment Advisory, Investments, Marketing, Negotiation, Retail Banking, Retirement, Retirement Planning, Series 7, Tax, Training, Wealth Management

Education
California State University-Dominguez Hills   2010 — 2011
Masters of Arts, Negotiation and Conflict Resolution

Baker University   2004 — 2007
Bachelors of Science, Business Marketing/Management

Curtis Hamilton Curtis Hamilton Owensboro, Kentucky Details
Curtis Hamilton's Wells Fargo Advisors, LLC Experience January 2001 - Present
Job Financial Advisor, First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2001 - Present
Great Financial Mortgage   January 1983 - December 1998

Skills
Investments, Retirement Planning, Securities, Investors, Mutual Funds, Strategic Investment..., Strategic Planning, Credit, Leadership

Education
Brescia University   1989 — 1993
Bachelor of Applied Science (BASc), Business

Jonathan Feniak Jonathan Feniak Greater Denver Area Details
Jonathan Feniak's Wells Fargo Advisors, LLC Experience January 2011 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2011 - Present
Colorado Alternative Investment Group   April 2009 - January 2011
Cobalt Holdings Group   September 2008 - March 2010
Arrowhead Credit Research   September 2008 - March 2010
Genesis Merchant Partners   June 2007 - September 2008
Alternative Investment Firm   December 2005 - June 2007
Alternative Investment Firm   2004 - 2005
DHL / Airborne Express  2003 - 2004
DHL Express  1996 - 2002
DHL Express  1996 - 2002

Skills
Investments, Equities, Private Equity

Education
Rutgers, The State University of New Jersey-Newark   2002 — 2005
MBA, Entrpreneurship

Rutgers, The State University of New Jersey-New Brunswick   1994 — 1996
BA, English

Boston University   1991 — 1993
BA, English

Shelley L. Sanders Shelley L. Sanders Oklahoma City, Oklahoma Area Details
Shelley L. Sanders's Wells Fargo Advisors, LLC Experience September 2012 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 2012 - Present
BOK Financial  March 2002 - August 2012
Oklahoma City University  2012 - 2012
Oklahoma Baptist University  2007 - 2007
BancFirst  1999 - 2002
NationsBank  December 1997 - March 1999
Tinker Federal Credit Union  1995 - 1998

Skills
High Net Worth..., Wealth Preservation..., Investments, Finance, Stock Management, Alternative Investments, Financial Analysis, Asset Allocation, Mutual Funds, Securities, Bonds, Municipal Bonds, Convertible Bonds, 401k Rollovers, Life Insurance, IRAs, Hedge Funds, Public Speaking, Equities, Leadership, Risk Management, Financial Modeling

Education
Boston University
MS, Finance

Oklahoma Baptist University
BBA, Finance

Shawnee High School

Cynthia McHugh, CFP®, CRPS® Cynthia McHugh, CFP®, CRPS® Cleveland/Akron, Ohio Area Details
Cynthia McHugh, CFP®, CRPS®'s Wells Fargo Advisors, LLC Experience May 2005 - Present
Job First Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2005 - Present
McDonald Investments  April 1992 - May 2005
Prescott Ball & Turben   1983 - 1992

Skills
Investments

Education
Baldwin Wallace University

Brooke Heald Brooke Heald Boston, Massachusetts Details
Brooke Heald's Wells Fargo Advisors, LLC Experience August 2007 - Present
Job Financial Advisor, PIMPortfolio Manager at The Heights Wealth Management Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2007 - Present
RBC Wealth Management  April 2002 - August 2007
Cowen and Company  December 1999 - April 2002

Skills
Investments

Education
Boston College   1995 — 1999

Phillips Exeter Academy   1994 — 1995

Lincoln Sudbury Regional High School   1991 — 1994

Thomas (Tom) Nunnenkamp Thomas (Tom) Nunnenkamp Charlotte, North Carolina Area Details
Thomas (Tom) Nunnenkamp's Wells Fargo Advisors, LLC Experience April 1996 - Present
Job Associate Vice President Investment Officer at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 1996 - Present
Creative Communications  May 1982 - April 1996

Skills
Finance, Financial Advisory, Management, Investments, Wealth Management, Customer Service, Strategic Planning, Wealth Management..., Financial Services, Leadership, Series 7, Wealth, Customer Satisfaction, Research

Education
University of North Carolina at Chapel Hill   1964 — 1968

Belmont Abbey College
BA, Political Science

South Mecklenburg

Timothy Richards Timothy Richards Boise, Idaho Area Details
Timothy Richards's Wells Fargo Advisors, LLC Experience March 1986 - Present
Job Associate Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 1986 - Present

Skills
Financial Analysis, Investments, Financial Modeling, Asset Management, Finance, Customer Service, Banking, Commercial Banking, Contract Negotiation

Education
Brigham Young University   1982 — 1985
BS, Organizational Psychology

Boise State University   1979 — 1980

Lynn Brandenburg Lynn Brandenburg Greater Salt Lake City Area Details
Lynn Brandenburg's Wells Fargo Advisors, LLC Experience January 2001 - Present
Job First Vice PresidentInvestment Officer, Senior PIM Portfolio Manager at Wells Fargo Advisors,
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2001 - Present
Salomon Smith Barney  January 1993 - January 2001
AutoSuperMall.Com   March 1996 - January 1998
Santa Barbara Currents Magazine   March 1989 - January 1992
West Coast Real Estate Magazine   May 1988 - January 1992

Education
Boston University
The Boston Institute of Finance: Personal Financial Management-Executive Course

University of Pennsylvania - The Wharton School
Investment Related Executive Course

Weber State University
Economics & History

John Quinn, CFA John Quinn, CFA Greater Boston Area Details
John Quinn, CFA's Wells Fargo Advisors, LLC Experience March 2010 - Present
Job Financial Consultant at R&D Financial Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 2010 - Present
Columbia Management  October 2006 - February 2009
The Boston Globe  October 1980 - February 2006

Education
Boston University Graduate School of Management   1996 — 1998
MBA, Finance

Northeastern University   1990 — 1995
Bachelors Degree, Economics

Chad Besegai, MBA, CFP®, AAMS® Chad Besegai, MBA, CFP®, AAMS® Greater Boston Area Details
Chad Besegai, MBA, CFP®, AAMS®'s Wells Fargo Advisors, LLC Experience 2005 - Present
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2005 - Present
Bechtel/Parsons Brinckerhoff/Keville Enterprises   1998 - 2005

Education
Boston College - Wallace E. Carroll Graduate School of Management   1998 — 2001
MBA, MBA-Concentration in Finance

Tufts University   1993 — 1997
BS, Civil Engineering

George Fuchs, MBA George Fuchs, MBA Saint Louis, Missouri Details
George Fuchs, MBA's Wells Fargo Advisors, LLC Experience 2010 - 2011
Job Property, Fixed Assets Specialist at Panera Bread
Industry Financial Services
Experience
Panera Bread  April 2015 - Present
Panera Bread  May 2014 - Present
FirsTech Inc.  September 2011 - May 2014
Wells Fargo Advisors, LLC   2010 - 2011
Patsy Porter CPA, CPA   February 2009 - August 2010
Patsy Porter CPA, CPA   February 2009 - August 2010

Skills
Outlook, Excel, Word, PowerPoint, Multitasker, Organizing, Leadership, Team Oriented, Individual Contributor, Attention To Detail, Time Management, Sales, Banking, Microsoft Excel, Nonprofits

Education
Benedictine College   2009 — 2010
Masters of Business Administration, MBA

Benedictine College   2005 — 2009
Accounting, Business, Finance

Vianney High School   2001 — 2005

Bechler Investment Consulting Group Bechler Investment Consulting Group Cleveland/Akron, Ohio Area Details
Bechler Investment Consulting Group's Wells Fargo Advisors, LLC Experience August 1989 - Present
Job at
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 1989 - Present
Wells Fargo Advisors, LLC   January 1988 - Present

Education
The Ohio State University   2002 — 2006
Public Affairs Journalism, Marketing/Public Relations

Bowling Green State University   1984 — 1988
Finance, Business and Finance

University of Dayton   1980 — 1984
Bachelor of Arts, English

Beth Roller Beth Roller Overland Park, Kansas Details
Beth Roller's Wells Fargo Advisors, LLC Experience November 2014 - Present
Job
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 2014 - Present
Oppenheimer & Co., Inc.   April 2005 - November 2014
Creme de la Creme  May 2001 - September 2004

Skills
Financial Analysis, Data Entry

Education
Baker University   1996 — 2000
Elementary Education

Larry Bernstein Larry Bernstein West Palm Beach, Florida Details
Larry Bernstein's Wells Fargo Advisors, LLC Experience October 1987 - Present
Job Assistant Branch Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 1987 - Present

Skills
Retirement Planning, Insurance, Finance, Series 7, Series 63, Investments, Estate Planning, Financial Analysis, Investment Advisory, Financial Modeling, Fixed Annuities, Leadership, Alternative Investments, Life Insurance, Customer Service, Mergers & Acquisitions, Investment Banking, Real Estate, Strategic Planning, Microsoft Office

Education
Boston University School of Law   1985 — 1986
Master of Laws (LL.M.), Banking Law

University of Toledo College of Law   1982 — 1985
Doctor of Law (J.D.), Law

Boston University   1977 — 1981
Bachelor of Arts (B.A.), Mathematics

Randy Moening, CFP®, CLU® Randy Moening, CFP®, CLU® Austin, Texas Area Details
Randy Moening, CFP®, CLU®'s Wells Fargo Advisors, LLC Experience July 2011 - Present
Job Financial Advisor, Senior Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2011 - Present
Wells Fargo Private Banking  March 2009 - July 2011
Bank of America  July 2001 - January 2009
Bank of America  May 2000 - July 2001
Bank of America  May 1996 - April 2000

Education
Baylor University - Hankamer School of Business   1987 — 1991
BBA, Marketing

The University of Texas at Austin   2006 — 2007
CFP®, Certified Financial Planner Program

The American College   2011 — 2011
CLU®, Chartered Life Underwriter

Charles Burleigh Charles Burleigh Greater St. Louis Area Details
Charles Burleigh's Wells Fargo Advisors, LLC Experience October 2009 - January 2010
Job I Resolve Data Warehouse Issues, Optimize ETL Processes and Ensure Smooth Production Implementations
Industry Information Technology and Services
Experience
Wells Fargo Advisors  January 2010 - Present
PM Marketing   2014 - 2014
CIOZone   July 2009 - December 2010
TEKsystems  October 2009 - January 2010
Wells Fargo Advisors, LLC   October 2009 - January 2010
C & J Consulting, LLC   April 2009 - September 2009
OpenSymmetry  August 2006 - April 2009
Amgen  November 2008 - March 2009
First Command Financial Planning  December 2007 - November 2008
Sprint/IT  June 2007 - December 2007

Skills
Helping People Achieve..., Team Leadership, New Business Development, Informatica, Data Modeling, Data Warehousing, Data Integration, ETL, Business Intelligence, Data Migration, DB2, PL/SQL, Oracle, Enterprise Software, Microsoft SQL Server, HP-UX, Data Quality, Solaris, Linux, Data Profiling, Windows, RDBMS, EIM, SQL, Data Warehouse..., Enterprise Architecture, Data Analysis, Visio, Business Objects, Teradata

Education
Webster University   2010 — 2013
Bachelor of Science (BS), Information Management

Brigham Young University   2001 — 2003

Jeffrey Haines Jeffrey Haines Hartford, Connecticut Area Details
Jeffrey Haines's Wells Fargo Advisors, LLC Experience August 2005 - Present
Job VICE PRESIDENT / INVESTMENT OFFICER / FINANCIAL ADVISOR / 20 YEARS EXPERIENCE / WELLS FARGO ADVISORS LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2005 - Present
Morgan Stanley  June 1995 - July 2005

Skills
Retirement Planning, Mutual Funds, Investments, Investment Strategies, Retirement, Fixed Annuities, 401k, Portfolio Management, Finance, Wealth Management, Equities, Long-term Care, Insurance, Fixed Income, Asset Allocation, Financial Advisory, IRAs, Asset Management, Life Insurance, Hedge Funds, Strategy, Long Term Care Insurance, Securities, Mortgage Lending, Asset Based Lending, Managed Futures

Education
Bentley University   1986 — 1990

Richmond, The American International University in London   1987 — 1988

Bride Wiltse Bride Wiltse Greater Minneapolis-St. Paul Area Details
Bride Wiltse's Wells Fargo Advisors, LLC Experience May 2009 - Present
Job Associate Vice President Investments, Fundamental Choice Portfolio Manager, Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2009 - Present
Smith Barney  February 1998 - May 2009
Prudential Securities  1993 - 1998
Smith Barney  1983 - 1993

Skills
Retirement Planning, Investments, Insurance, Strategic Planning, Wealth Preservation..., 401k Rollovers, Financial Advisory, Investment Strategies, Retirement Plan...

Education
Bemidji State University
Economics, Political Science

Brainerd High School
Yes

Donald Zolfo Donald Zolfo Chicago, Illinois Details
Donald Zolfo'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
Chicago Board of Trade / Chicago Mercantile Exchange   July 1987 - October 2013
Chicago Institute of Investment   November 2012 - September 2013
Founders Commodities, LLC   March 2010 - May 2011
International Trading Institute, LLC   November 1993 - August 2008

Skills
Financial Markets, Risk Management, Financial Advisory, Investment Strategies, Retirement Planning, Trading Strategies, Mutual Funds, Options, Derivatives, Hedge Funds, Trading, Options Strategies, 401k Rollovers, Estate Investment..., Equities, Fixed Income, Bonds, Business Development..., Philanthropy, Currency Futures, Hedging, Commodity Risk...

Education
Bradley University
Bachelor of Science, Business Finance

Mary Hulley Waller, RCC Mary Hulley Waller, RCC Richmond, Virginia Area Details
Mary Hulley Waller, RCC's Wells Fargo Advisors, LLC Experience January 2008 - Present
Job First VP, Practice Management Consultant at Wachovia Securities, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2008 - Present
Wachovia Securities, LLC  December 1999 - December 2007
Moore North America  June 1997 - December 1999
Air South Airlines, Inc.   March 1994 - June 1996

Skills
Financial Services, Securities, Advertising, Series 7, Marketing, Mergers & Acquisitions, Business Analysis

Education
Ball State University   1986 — 1990
Bachelor's of Science (BA), Journalism/Advertising & Minor is Chemistry

Ball State's London Center: Fall Quarter 1989   1989 — 1989
Studied Journalism and Art History

Todd W. Darling, CFP® Todd W. Darling, CFP® Greater Boston Area Details
Todd W. Darling, CFP®'s Wells Fargo Advisors, LLC Experience November 2004 - Present
Job First Vice PresidentInvestments and CERTIFIED FINANCIAL PLANNER™ CERTIFICANT Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 2004 - Present
UBS Wealth Management  April 1994 - November 2004
Smith Barney  January 1990 - April 1994

Education
Bowdoin College   1985 — 1989
BA, Government, German Language

Masconomet Regional   1982 — 1985

Joe Sutton, CFP® Joe Sutton, CFP® Greater Chicago Area Details
Joe Sutton, CFP®'s Wells Fargo Advisors, LLC Experience April 2006 - Present
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2006 - Present
Stratos Lightwave  October 2002 - April 2006
Molex Fiber Optics  February 1999 - October 2001
Oak Grigsby   1996 - 1999
IAI America   1995 - 1996

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

Education
Benedictine University   1998 — 2000
MBA

Western Illinois University   1991 — 1994
Bachelor of Science (BS), Industrial Technology

Downers Grove North   1985 — 1987

David Westphal, CFP® David Westphal, CFP® Greater Grand Rapids, Michigan Area Details
David Westphal, CFP®'s Wells Fargo Advisors, LLC Experience June 2006 - Present
Job First Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 2006 - Present
Westphal Financial, Inc.   July 2002 - June 2006
Capital Management Services, Inc.   June 2000 - July 2002
Probus Capital Management LLC   September 1996 - June 2000
Market Timing Investments, Inc.   September 1991 - September 1996

Skills
IRAs, 401k Rollovers, High Net Worth..., ETFs, Fixed Income, Investments, Management, Finance, Retirement Planning, Insurance, Strategic Planning, Disability Insurance, Estate Investment...

Education
Principia College   1986 — 1990
BA, Political Science

Boston University
Certificate in Financial Planning, Business/Commerce, General

Tim Stolt Tim Stolt Louisville, Kentucky Area Details
Tim Stolt's Wells Fargo Advisors, LLC Experience March 2015 - Present
Job Financial Advisor, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 2015 - Present
PNC  September 2011 - March 2015
PNC Bank  October 2009 - September 2011

Skills
Insurance, Risk Management, Tax-efficient Strategies, Retirement Planning, Investment Planning, Financial Services, Wealth Preservation..., 401k Rollovers, Estate Investment..., Fixed Income Strategies

Education
Bellarmine University   2011 — 2012
Master's, Business Administration

Murray State University   2002 — 2006
BS, Business Administration

Kristina L. Puerto Kristina L. Puerto Austin, Texas Details
Kristina L. Puerto's Wells Fargo Advisors, LLC Experience October 2013 - March 2014
Job Social Strategist at AMD
Industry Marketing and Advertising
Experience
AMD  March 2015 - Present
AmeriPro Funding, Inc.   May 2014 - March 2015
Freelance Consultant  May 2013 - March 2015
Wells Fargo Advisors, LLC   October 2013 - March 2014
FleishmanHillard  June 2013 - October 2013
The Bradley Scout  May 2012 - May 2013
NBCUniversal, Inc.   July 2012 - August 2012
PromaxBDA  June 2012 - June 2012
The Bradley Scout  August 2011 - December 2011
Buckingham Asset Management  June 2011 - December 2011

Skills
Social Media, Public Relations, Blogging, Social Media Marketing, Editing, Graphic Design, Content Strategy, Facebook, Press Releases, Public Speaking, Content Development, Content Writing, Content Management, Photoshop, InDesign, SEO Copywriting, Social Networking, Event Planning, Marketing, Adobe Creative Suite, Media Relations, Illustrator, Copy Editing, Copywriting, YouTube, Writing, Microsoft Office, Press Kit Development, LinkedIn, Digital Copywriting, Newsletters, PowerPoint, Corporate Communications, Digital Media

Education
Bradley University   2009 — 2013
B.A., Communications- Public Relations, Social Media Marketing

Parkway West High School   2006 — 2009
High School Diploma, 2009

David A. Croutch David A. Croutch Canfield, Ohio Details
David A. Croutch's Wells Fargo Advisors, LLC Experience September 1987 - Present
Job Branch Manager, First Vice President Investments at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC  September 1987 - Present
Robert W. Baird & Co.   September 1998 - June 2007

Skills
Management, Investments, Finance, Retirement Planning, Sales Management, Budgets, New Business Development, Strategic Planning, Financial Analysis, Team Building, Insurance, Mutual Funds, Portfolio Management, Asset Management, Financial Planning, Retirement

Education
Baldwin-Wallace College   1979 — 1983
Bachelor of Arts (B.A.), Business/Managerial Economics

Joseph O'Loughlin Joseph O'Loughlin Boston, Massachusetts Details
Joseph O'Loughlin's Wells Fargo Advisors, LLC Experience February 2013 - Present
Job Vice PresidentInvestments at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2013 - Present
Oppenheimer and Co.  August 2009 - February 2013
Credit Suisse  August 2007 - August 2009
Bear Stearns  October 2003 - August 2007
Merrill Lynch  August 1997 - October 2003
Advest, Inc.   October 1990 - August 1997
Shearson Lehman Brothers  October 1985 - October 1990

Skills
Investments, Retirement Planning, Finance, Financial Analysis, Risk Management, Financial Services, Portfolio Construction, Wealth Planning, Investment Planning, Asset Allocation, Series 63, Wealth Management, Series 7, Portfolio Management

Education
Boston College   1976 — 1981
Bachelors of Science, English Language and Literature/Letters

Trinity High School, Manchester,New Hampshire   1976 — 1981
College Prepatory

Joe McHugh Joe McHugh Westfield, New Jersey Details
Joe McHugh's Wells Fargo Advisors, LLC Experience March 2010 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 2010 - Present
Morgan Stanley Smith Barney  2003 - March 2010
Lehman Brothers Holdings Inc.  1994 - 1999

Skills
Mutual Funds, Securities, Equities, Risk Management, Finance, Investments, Series 7, Portfolio Management, Wealth Management, Financial Services, Asset Management, Retirement Planning, Alternative Investments, Series 63

Education
Bentley University   1983 — 1987
B of Science, Finance

Brewster Academy   1981 — 1982
College Prep, College Prep

Aimee Chaves Aimee Chaves Fort Myers, Florida Details
Aimee Chaves's Wells Fargo Advisors, LLC Experience October 2011 - Present
Job Client Associate at Nolte Wealth Management Group of Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2011 - Present
SunTrust Bank  June 2011 - September 2011
Bed Bath & Beyond  August 2009 - May 2011

Skills
Time Management, Data Entry, Customer Service, PowerPoint, Teamwork, Training, Microsoft Office, Marketing, Access, Microsoft Excel, Customer Relations

Education
Bay Path College   2004 — 2008
Business Administration, Business, Marketing, Management, 3.0

Bay Path College   2004 — 2008
Bachelor's degree, Business Administration and Management, General

Elena Patch Elena Patch Wilmington, Delaware Details
Elena Patch's Wells Fargo Advisors, LLC Experience May 2008 - August 2010
Job Territory Business Manager at Zoetis
Industry Pharmaceuticals
Experience
Zoetis  August 2011 - Present
Pfizer  August 2011 - February 2013
ConvergEx Group  March 2011 - July 2011
Wells Fargo Advisors, LLC   May 2008 - August 2010

Skills
Pharmaceutical Industry, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Outlook, Pharmaceutical Sales, Sales

Education
Binghamton University - School of Management   2007 — 2010
Bachelor of Science, Management, Global Management, Marketing, Management Information Systems

Matt Mancuso Matt Mancuso Houston, Texas Area Details
Matt Mancuso's Wells Fargo Advisors, LLC Experience March 2014 - September 2015
Job Regional Private Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  September 2015 - Present
Wells Fargo Advisors, LLC   March 2014 - September 2015
Mancuso-Dasein Enterprises, LLC   September 2013 - March 2014
Texas State University  December 2012 - December 2013
SAIC  September 2010 - December 2013
IST-Research  November 2008 - September 2010
BearingPoint Inc  October 2007 - November 2008
United States Air Force  2000 - 2007

Education
Texas State University-San Marcos   2011 — 2012
MA

Yale University - Yale School of Management   2007 — 2007
Cert

Boston College   1996 — 1999
BA

Jackie Sebastian Jackie Sebastian United States Details
Jackie Sebastian's Wells Fargo Advisors, LLC Experience March 2009 - Present
Job
Industry
Experience
Wells Fargo Advisors LLC  March 2009 - Present
Smith Barney  2005 - 2009

Education
Baptist Health Schools-Little Rock

Don Levy Don Levy Germantown, Tennessee Details
Don Levy's Wells Fargo Advisors, LLC Experience February 2009 - Present
Job Managing Director Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2009 - Present
AG EDWARDS  November 1983 - 2008

Skills
Retirement Planning, Asset Allocation, Retirement, Securities, Investment Strategies, Financial Advisory, Estate Investment..., Fixed Income Strategies, Investment Planning, Investments, Strategic Planning, Financial Analysis, Finance

Education
Bradley University   1970 — 1974
Bachelor of Arts (BA), History

Bradley P. Summers Bradley P. Summers Greater Chicago Area Details
Bradley P. Summers's Wells Fargo Advisors, LLC Experience September 2014 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Investment Management
Experience
Wells Fargo Advisors LLC  September 2014 - Present
Merrill Lynch  December 2004 - August 2014
Société Générale   1990 - 2001

Skills
Investments, Finance, Financial Advisory, Alternative Investments, Asset Allocation, Equities, Fixed Income, Management, Estate Planning, Investment Strategies

Education
Boston College
Bachelor of Science (BS), Economics & Chemistry

The University of Chicago Booth School of Business
Master of Business Administration (MBA), Finance, Management, & Accounting

Mike Milosevich Mike Milosevich Greater Minneapolis-St. Paul Area Details
Mike Milosevich's Wells Fargo Advisors, LLC Experience October 2008 - June 2011
Job Pharmacy Inventory Expert at Target
Industry Retail
Experience
Target Corporation  September 2014 - Present
Target Corporation  November 2013 - September 2014
Target Corporation  June 2012 - November 2013
Salo, Oberon & NumberWorks, LLC   September 2011 - May 2012
Target Corporation  June 2011 - August 2011
Wells Fargo Advisors, LLC   October 2008 - June 2011

Skills
Real Estate, Financial Modeling, Finance, Financial Analysis, Microsoft Excel, Coaching

Education
University of Saint Thomas - School of Business   2008 — 2012
Bachelor of Arts (B.A.), Business Administration - Financial Management, Economics

Birkbeck College, University of London   2010 — 2010

Macquarie University   2009 — 2009

Irondale High School   2004 — 2008
Diploma

Scott Bylsma, CPM® Scott Bylsma, CPM® Greater Grand Rapids, Michigan Area Details
Scott Bylsma, CPM®'s Wells Fargo Advisors, LLC Experience June 2012 - Present
Job Senior PIM Portfolio Manager, Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 2012 - Present
Merrill Lynch  May 1993 - May 2012
Anderson & Company Investment management   August 1988 - October 1992
Coopers & Lybrand  August 1985 - April 1988

Education
Bowling Green State University   1981 — 1985
BSBA, Accounting

Paul Church, CFP® Paul Church, CFP® Anderson, Indiana Details
Paul Church, CFP®'s Wells Fargo Advisors, LLC Experience January 2008 - Present
Job Financial Advisor at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC  January 2008 - Present
A. G. Edwards   June 2002 - January 2008
Prudential Securities  June 1991 - June 2002
Prudential Financial  April 1985 - June 1991

Skills
Retirement Planning, Wealth Management, Series 7, Investments, Strategic Financial..., Portfolio Management, Asset Allocation, Mutual Funds, Investment Advisory, Retirement, Securities, Series 63, Asset Management, Financial Advisory, Investment Strategies, Estate Planning, Alternative Investments, Loans, Fixed Annuities, Financial Analysis, Small Business, 401k, Financial Services, Finance, Relationship Management, Credit

Education
Ball State University - College of Business   1978 — 1983
Bachelor's degree, Management/Economics

Paul Harding High School   1974 — 1978

Mark Pojednic Mark Pojednic Greater New York City Area Details
Mark Pojednic's Wells Fargo Advisors, LLC Experience April 2015 - Present
Job Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2015 - Present
Wells Fargo Advisors  July 2004 - Present
Wells Fargo Advisors, LLC   January 2012 - April 2015

Education
Bates College   1999 — 2003
BA, Economics

Delbarton School   1995 — 1999

Robert Bent Robert Bent Greater Boston Area Details
Robert Bent's Wells Fargo Advisors, LLC Experience 1982 - Present
Job Vice President Investments at WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC)
Industry Financial Services
Experience
Wells Fargo Advisors LLC  1982 - Present

Skills
Retirement Planning, Investments, Securities, Retirement, Mutual Funds, Estate Planning...

Education
Boston College   1960 — 1964
AB, Economics, Philosophy

Jack Dembowitz Jack Dembowitz Baltimore, Maryland Area Details
Jack Dembowitz's Wells Fargo Advisors, LLC Experience May 2014 - Present
Job First Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2014 - Present
RBC Wealth Management  March 2009 - May 2014
Morgan Stanley Smith Barney  December 1984 - March 2009

Skills
Investments, Asset Allocation, Investment Strategies, Insurance, Mutual Funds, Equities, Fixed Income, Financial Advisory, Alternative Investments, Strategic Investment..., Estate Planning..., Variable Annuities, Estate Planning

Education
Drexel University - LeBow College of Business   1973 — 1975
MBA

Brandeis University   1967 — 1971
BA, Politics

Central High School, Philadelphia, PA   1963 — 1967

Scott Altman CFP ® Scott Altman CFP ® Cleveland/Akron, Ohio Area Details
Scott Altman CFP ®'s Wells Fargo Advisors, LLC Experience January 2008 - July 2012
Job Raymond James
Industry Financial Services
Experience
Raymond James  June 2012 - Present
Wells Fargo Advisors LLC  January 2008 - July 2012
MORGAN STANLEY  January 1995 - January 2008
Smith Barney  January 1983 - January 1995
EQUITABLE LIFE ASSURANCE  January 1981 - January 1983

Skills
Financial Planning, Retirement Planning, Portfolio Management, Strategic Financial..., Investments, Retirement, Management

Education
American College   2014 — 2014
RICP®

American College   2001 — 2003
CFP ®, CERTIFIED FINANCIAL PLANNER™

Bowling Green State University   1977 — 1981
Bachelor of Science, Marketing

Edward Moffitt Edward Moffitt Greater Boston Area Details
Edward Moffitt's Wells Fargo Advisors, LLC Experience July 2013 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2013 - Present
Raymond James  December 2008 - July 2013
Merrill Lynch  October 1997 - December 2008

Skills
Investments, Finance, Wealth Management, Mutual Funds, Estate Planning...

Education
Boston College
M.B.A., Finance

Malden High School - Malden, MA
High School Diploma

University of South Florida
Finance

Worcester Academy - Worcester, MA
High School/Secondary Diplomas and Certificates

Worcester Polytechnic Institute
B.S., Mechanical Engineering

Orin Port Orin Port Greater New York City Area Details
Orin Port's Wells Fargo Advisors, LLC Experience August 2008 - March 2010
Job Business Development Officer at Deerpath Capital Management
Industry Investment Banking
Experience
Deerpath Capital Management   August 2012 - Present
Comerica Bank  March 2010 - August 2012
Wells Fargo Advisors, LLC   August 2008 - March 2010
Morgan Stanley  January 2005 - August 2008
Smith Barney  May 1999 - January 2005
Prudential Securities  March 1997 - May 1999
The Chase Manhattan Bank  June 1988 - March 1997

Education
Pace University - Lubin School of Business   1992 — 1995
MBA, Finance

Binghamton University - School of Management   1983 — 1987
BS, Finance

Syosset High School   1980 — 1983
H.S. Diploma

Paul DiIanni Paul DiIanni Greater Boston Area Details
Paul DiIanni's Wells Fargo Advisors, LLC Experience January 2009 - Present
Job Senior Vice President Investment Officer at R&D Financial Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2009 - Present
Salomon Smith Barney  February 2006 - January 2009
Legg Mason  June 2002 - February 2006
Coburn & Meredith, Inc.   July 1999 - June 2002

Education
Vassar College   1984 — 1988

Boston University Questrom School of Business
MBA, Investment Management

Aldo Waker Aldo Waker Austin, Texas Details
Aldo Waker's Wells Fargo Advisors, LLC Experience January 2005 - October 2008
Job Financial Advisor & Business Consultant
Industry Financial Services
Experience
Upstream Investment Partners, LLC  September 2012 - Present
Waker Financial   October 2008 - Present
Southwest Securities, Inc.   December 2008 - September 2012
Family Eldercare  January 2009 - March 2011
Wells Fargo Advisors, LLC   January 2005 - October 2008
EBS  January 2000 - January 2005
Latin American Health Institute  March 1993 - September 1997
Grant Thornton LLP  July 1983 - June 1990

Skills
Microsoft Office, Business Analysis, Coaching, Strategic Financial..., Investment Management, Financial Reporting, Managerial Finance, Asset Managment, Finance, Risk Management, Strategic Planning, Financial Analysis, Portfolio Management, Nonprofits, Budgets, Analysis, Due Diligence, Investments, Accounting, Management, Leadership, Forecasting, Insurance, Financial Services, Small Business, Training, Investment Strategies, Retirement, Estate Planning, Wealth Management, Investment Advisory, New Business Development, Mutual Funds, Strategy, Asset Allocation, Alternative Investments, Business Planning, Fixed Annuities, Financial Modeling, Executive Management, Project Planning, Start-ups, Insurance Planning, Financial Planning

Education
Boston University   1990 — 1993
Masters, Business/Public Health

Central Connecticut State University   1976 — 1982
Bachelors, Accounting/Finance

College for Financial Planning   2005 — 2005
AAMS, Financial Planning

Matthew Libien, CFP® Matthew Libien, CFP® Paramus, New Jersey Details
Matthew Libien, CFP®'s Wells Fargo Advisors, LLC Experience February 2009 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2009 - Present
LeTip of Hackensack   1999 - Present
Pack 86   2009 - 2012
Smith Barney  October 2001 - February 2009
PaineWebber  1997 - 2001
CIT  1995 - 1997

Education
Certified Financial Planner Board of Standards   2011 — 2011
CFP(R), Financial Planning

Farileigh Dickinson University - Hackensack   2009 — 2010
CFP certificate, Financial Planning

Boston University - School of Management   1990 — 1995
BSBA, Finance

Glen Rock High School

Corey Martindale Corey Martindale Dallas/Fort Worth Area Details
Corey Martindale's Wells Fargo Advisors, LLC Experience December 2006 - May 2011
Job Mom at Marty's House
Industry Financial Services
Experience
Marty's House   May 2011 - Present
Wells Fargo Advisors, LLC   December 2006 - May 2011

Education
Bowling Green State University   1999 — 2003

David Hollinger David Hollinger Perrysburg, Ohio Details
David Hollinger's Wells Fargo Advisors, LLC Experience 1982 - Present
Job Vice President Investments at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   1982 - Present

Skills
Retirement Planning, 401(k) Rollovers, Financial Advisory, Asset Allocation, Mutual Funds, Portfolio Management, Investments, Retirement, Securities, Investment Strategies, Financial Services, Investment Planning, Wealth-Preservation...

Education
Bowling Green State University   1971 — 1974
Bachelor's degree

Baldwin Wallace University   1969 — 1971

Veronica P. McLeod Veronica P. McLeod West Palm Beach, Florida Area Details
Veronica P. McLeod's Wells Fargo Advisors, LLC Experience April 2006 - Present
Job Associate Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2006 - Present
Smith Barney  November 1997 - April 2006
NBS Card Services   January 1990 - November 1997

Skills
Investments, Finance, Retirement, Retirement Planning, Financial Analysis, Securities, Financial Services, Insurance, Risk Management, Due Diligence, Small Business, Mergers, Estate Strategies, Portfolio Analysis, 401k Rollovers, College Education..., Tax Planning, Social Security Planning

Education
Rutgers, The State University of New Jersey-Newark   1995 — 1997
MBA, Finance

NJCPA   1993 — 1993
CPA, Tax/Accounting

Bloomfield College   1989 — 1993
B. Sc, Accounting

Ardenne High School, Jamaica

J. Scott Zilora, CFA J. Scott Zilora, CFA Greater Boston Area Details
J. Scott Zilora, CFA's Wells Fargo Advisors, LLC Experience 2011 - 2012
Job Senior Manager, Corporate Strategy & Development at Wheelabrator Technologies Inc.
Industry Financial Services
Experience
Wheelabrator Technologies Inc.  2013 - Present
Wells Fargo Advisors, LLC   2011 - 2012
Pioneer  1996 - 2010
KPMG  1994 - 1996

Skills
Equities, Equity Research, Investments, Asset Management, Capital Markets, Hedge Funds, Investment Strategies, Private Equity

Education
Boston College   1989 — 1993
BS, Finance & Economics

BC High   1985 — 1989

John C Reilly John C Reilly Saint Louis, Missouri Details
John C Reilly's Wells Fargo Advisors, LLC Experience January 1996 - November 2014
Job Managing Director, Head of Business & Strategy, Capital Markets Trading at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  February 1996 - Present
Wells Fargo Advisors, LLC   January 1996 - November 2014

Skills
Trading, Fixed Income, Investments, Financial Risk, Series 7, Leadership, Securities, Series 63, Financial Advisory, Management, Wealth Management, Bonds, Bloomberg, Capital Markets, Asset Management, Investment Advisory

Education
Bloomsburg University of Pennsylvania   1984 — 1987
Bachelor of Arts (B.A.)

AG Berner HS

Steven Beinfest Steven Beinfest Phoenix, Arizona Area Details
Steven Beinfest's Wells Fargo Advisors, LLC Experience October 2006 - November 2010
Job Financial Advisor, Vice PresidentInvestments at First Financial Equity Corporation
Industry Financial Services
Experience
First Financial Equity Corporation  November 2010 - Present
Wells Fargo Advisors LLC  October 2006 - November 2010
KMD Architects  September 2001 - June 2004
Arrival Communications, Inc.   July 2000 - March 2001
PG&E Energy Services  November 1998 - July 2000
O'Brien-Kreitzberg, Inc.   June 1989 - November 1998
Woodward-Clyde Consultants  March 1986 - October 1988
Morrison Knudsen Corporation  January 1977 - March 1986
Morrison Knudsen  1977 - 1986

Skills
Strategy, Management, Finance, Budgets, Start-ups, Investments, Strategic Financial..., Marketing, Financial Reporting, Accounting, Internal Controls, Auditing

Education
Boise State University   1976 — 1979
Masters Coursework

California State University-Northridge   1973 — 1975
MBA Coursework

University of California, Los Angeles   1969 — 1973
B.A.

Chatsworth High School   1966 — 1969
High School Diploma, College Preparatory Science Major

Joel T. Redmond, CFA, CFP® Joel T. Redmond, CFA, CFP® Syracuse, New York Area Details
Joel T. Redmond, CFA, CFP®'s Wells Fargo Advisors, LLC Experience June 2005 - November 2011
Job Senior Financial Planner, Vice President at Key Private Bank
Industry Financial Services
Experience
Syracuse University - Martin J. Whitman School of Management  January 2015 - Present
Key Private Bank  November 2011 - Present
CFP Board  October 2011 - Present
The One-Minute Financial Planner   April 2011 - Present
Bryant & Stratton College  2008 - 2012
Wells Fargo Advisors, LLC   June 2005 - November 2011
CXtec  2001 - 2004
CNY Business Journal   1998 - 2001

Skills
Financial Planning, Financial Analysis, Writing, Blogging, Technical Analysis, Fundamental Analysis, Classics, Teaching, Media, Public Speaking, Python, Strategic Financial..., Investments, Retirement, Financial Advisory, Financial Services, Analysis, Finance, Marketing, Asset Management, Personal Finance, Portfolio Management, Risk Management, Securities, Financial Modeling, Financial Planners, Series 7, Corporate Finance, Asset Allocation, Sales, Insurance, Wealth Management, Small Business, Leadership, Relationship Management, Time Management, Credit, Business, Investment Management, Estate Planning, Investment Strategies, Investment Advisory, Financial Risk, Alternative Investments, Equities, Financial Markets, Wealth, Mergers & Acquisitions, Valuation, Trading

Education
Binghamton University   1989 — 1994
BA English, English

Irena Radziszewski, CRPC® Irena Radziszewski, CRPC® Portland, Oregon Area Details
Irena Radziszewski, CRPC®'s Wells Fargo Advisors, LLC Experience November 2014 - Present
Job Senior Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 2014 - Present
Carol Balagur, Platinum Advisor with Ameriprise Financial   January 2013 - July 2014
Ameriprise  December 2011 - December 2012
Ameriprise Financial Inc.  March 2011 - February 2012
Ameriprise Financial  February 2010 - March 2011
Ameriprise Financial  January 2005 - February 2010

Skills
Retirement Planning, Mutual Funds, Retirement, Financial Services, Leadership

Education
Baker College Business and Corporate Services   2007 — 2008
Bachelor

Davenport University-Eastern Region   2002 — 2003
Associate

Boris Wolff Metternich Boris Wolff Metternich New York, New York Details
Boris Wolff Metternich's Wells Fargo Advisors, LLC Experience June 2012 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 2012 - Present
Citi Private Bank  April 2007 - June 2012
Oppenheimer + Close   October 2004 - July 2006

Skills
Alternative Investments, Asset Allocation, Asset Management, Equities, Finance, Fixed Income, Insurance, Investment Management, Investments, Mutual Funds, Portfolio Management, Series 7, Wealth Management

Education
Fordham University - Graduate School of Business Administration   2005 — 2006
Master of Business Administration (MBA), Personal Financial Planning

Boston University   1993 — 1997
BA, Econimics, Art History, Geography

David Brawley David Brawley Greater Boston Area Details
David Brawley's Wells Fargo Advisors, LLC Experience February 2008 - November 2010
Job Investment Specialist at Merrill Edge
Industry Financial Services
Experience
Merrill Edge  February 2014 - Present
Colonial Life  November 2012 - April 2014
Baystate Financial Services  April 2011 - October 2012
Wells Fargo Advisors, LLC   February 2008 - November 2010
Philanthropic Strategic Planning, Inc.   August 2003 - February 2008
Dean College  September 2005 - October 2007
Archdiocese of Boston  August 2000 - August 2003
State Street Global Advisors  January 1995 - March 2000
State Street Bank  1981 - 1995

Skills
Asset Management, Charitable Giving..., Retirement Planning, Securities, Customer Relations, Non-profits, Fundraising, Relationship Management, Investment Management, Philanthropy, Strategy, Strategic Planning, Asset Managment, Nonprofits, Finance, Marketing, Customer Service, Leadership, Investments, Voluntary Employee..., Financial Services, Employee Benefits, Management, Retirement

Education
Bentley University   1976 — 1981
BS, Management

Westwood High School   1972 — 1976

Alice Younger Alice Younger Greater St. Louis Area Details
Alice Younger's Wells Fargo Advisors, LLC Experience 1997 - Present
Job Sr. Application Engineer
Industry Information Technology and Services
Experience
Wells Fargo Advisors, LLC   1997 - Present
Boeing  June 1985 - November 1997

Skills
SQL, Oracle, SOA, Unix, Requirements Analysis, Web Services, Business Analysis, Java, Software Development, XML, Enterprise Architecture, Visio, SDLC

Education
Bradley University   1981 — 1985
BS, Electrical Engineering Tech.

Matt Langham Matt Langham Perrysburg, Ohio Details
Matt Langham's Wells Fargo Advisors, LLC Experience October 2008 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2008 - Present
Wachovia Securities  October 2008 - 2010
Fifth Third Securities  February 2005 - July 2007

Education
Indiana Institute of Technology   2000 — 2003
Marketing, Business/Marketing

Baldwin Wallace University   1998 — 2000
Business Administration

Martin Scoll Martin Scoll Boynton Beach, Florida Details
Martin Scoll's Wells Fargo Advisors, LLC Experience February 1995 - April 2013
Job Owner at Martin Scoll Tax
Industry Accounting
Experience
Martin Scoll Tax   April 2013 - Present
Wells Fargo Advisors, LLC   February 1995 - April 2013
Martin Scoll   July 1993 - February 1995
Drexel Burnham Lambert  1985 - July 1993
Cosmopolitan Personnel   1980 - 1984
Cresco Sale   1977 - 1980
Gaynor Stafford industries   1973 - 1977
Kipnis Karchmer Meyerson and Levine   1969 - 1973

Education
Baruch College, City University of New York (CUNY)   1964 — 1969
BBA

Byron Goodrich Byron Goodrich Greater St. Louis Area Details
Byron Goodrich's Wells Fargo Advisors, LLC Experience September 2010 - March 2014
Job Marketing Associate at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   October 2014 - Present
Wells Fargo Advisors, LLC   September 2010 - March 2014
Wachovia Securities/Wells Fargo Advisors  April 2008 - September 2010
A.G. Edwards & Sons, Inc.   October 2002 - April 2008
Fleishman-Hillard  August 2001 - May 2002

Skills
Marketing Communications, Marketing, Media Relations, Corporate Communications, Market Research, Strategy, Internal Communications, Strategic Planning, Marketing Strategy, Leadership, Strategic Communications, Public Speaking, Customer Service, Event Planning, Public Relations, Event Management, Press Releases

Education
Washington University in St. Louis   2006 — 2008
MBA, Business Administration and Management, General

Brigham Young University   1995 — 2001
B.A., Communications: Public Relations Emphasis

Michael Onieal Michael Onieal Muncie, Indiana Area Details
Michael Onieal's Wells Fargo Advisors, LLC Experience December 1996 - Present
Job Financial Advisor, President at Onieal and Associates, LLC
Industry Financial Services
Experience
Onieal and Associates, LLC   November 2010 - Present
Wells Fargo Advisors, LLC   December 1996 - Present
Stoops Automotive   June 1987 - December 1996

Skills
My diverse work and..., Provides my clients..., What I add is..., Investments, Asset Management, Finance, Series 63, Securities, Financial Services, Tax, Financial Advisory, Sales, Asset Allocation, Series 7, Managerial Finance, Retirement Planning, Customer Service, Asset Managment, Life Insurance, Series 65

Education
Certified Financial Planner   2005 — 2008
CFP, Finance, Tax, Accounting, Social Security, Medicare, Medicaid, Life, Health Insurance, P&C Ins, Budgets, Passed National Exam

Ball State University   1983 — 1987
Marketing and Economics

Eugenia(Jenny) Slutsky Eugenia(Jenny) Slutsky Greater New York City Area Details
Eugenia(Jenny) Slutsky's Wells Fargo Advisors, LLC Experience November 2009 - November 2010
Job Senior QA Analyst
Industry Information Technology and Services
Experience
Ipreo  August 2011 - Present
Monsanto  November 2010 - June 2011
Wells Fargo Advisors, LLC   November 2009 - November 2010
GMAC Insurance  December 2007 - September 2009
Tek Systems  June 2006 - December 2007
VeriSign Inc  December 2005 - March 2006
Amdocs  January 2001 - May 2005
Amdocs  June 1997 - January 2001

Skills
Testing, COBOL, Test Planning, Test Cases, Quality Center, SQL, Requirements Analysis, Quality Assurance, SDLC, System Testing, Test Automation, HP Quality Center

Education
Bar-Ilan University   1991 — 1995
B.S, Mathematics and Statistics; Mathematics

College of Civil Engineering
Associate of Science, Information Systems

Derek Draper Derek Draper Laguna Hills, California Details
Derek Draper's Wells Fargo Advisors, LLC Experience December 2004 - Present
Job
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   December 2004 - Present

Skills
Investments, Finance, Insurance, Retirement Planning, Management, Strategic Planning, Retirement, Business Development, Mutual Funds

Education
Brigham Young University - Hawaii   1995 — 2000
B.S., International Business Finance

University of California, Irvine
Finance, Personal Financial Planner Certificate 2007

Matthew W. Sexton, CIMA® Matthew W. Sexton, CIMA® Greater New York City Area Details
Matthew W. Sexton, CIMA®'s Wells Fargo Advisors, LLC Experience November 2013 - June 2014
Job Managing Director at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp.  July 2014 - June 2015
WELLS FARGO ADVISORS, LLC   November 2013 - June 2014
KCG Holdings, Inc.   June 2000 - October 2013
KCG Holdings, Inc.   2000 - 2013

Skills
Asset Allocation, Financial Advisory, Financial Analysis, Fixed Income Strategies, Investment planning, Investment Strategies, Multigenerational..., Retirement Planning, Risk Management, Securities, Mutual Funds, Stock Analysis, Strategic Planning, Wealth Management, Tax-Efifficient..., Equities, Equity Trading, Special Situations, Series 24, Investments, Financial Services, FINRA, Fixed Income, ETFs

Education
Bentley College - Elkin B. McCallum Graduate School of Business   2012 — 2013
Master of Science (M.S.), Financial Planning

Providence College   1997 — 2000
Bachelor of Science, Business Management

St.Peter's Prep   1992 — 1996

David Croutch David Croutch Youngstown, Ohio Area Details
David Croutch's Wells Fargo Advisors, LLC Experience July 2007 - Present
Job First Vice President Investments, Branch Manager Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2007 - Present
Wells Fargo Advisors, LLC   October 1987 - Present

Education
Baldwin Wallace University   1979 — 1983
BA, Business & Economics

Kevin McDougall Kevin McDougall Indianapolis, Indiana Area Details
Kevin McDougall's Wells Fargo Advisors, LLC Experience March 2013 - Present
Job Financial Advisor Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 2013 - Present
Morgan Stanley Wealth Management  May 2010 - August 2011
CA Inc  July 2007 - February 2010
Eracent   March 2005 - August 2007
LANDesk Software  September 2000 - January 2005
Network General - Network Associates   April 1995 - August 2000
Inacom Information Systems  November 1990 - March 1995
ComputerLand  June 1987 - November 1990

Skills
Retirement Planning, Stocks, Bonds, Financial Markets, Enterprise Software, Business Development, Strategy, Sales Operations, Business Alliances, Partner Management, SaaS, Cloud Computing, Professional Services, Program Management, Channel Partners, Strategic Partnerships, Account Management, Solution Selling

Education
Ball State University - College of Business   1983 — 1987
Bachelor of Science, Finanace

Ball State University
B.S, Finance; Financial Institutions

BHS

Thomas J. Greco Thomas J. Greco Greater Philadelphia Area Details
Thomas J. Greco's Wells Fargo Advisors, LLC Experience April 2010 - February 2014
Job Director at Concentus Wealth Advisors
Industry Financial Services
Experience
Concentus Wealth Advisors   February 2014 - Present
Wells Fargo Advisors, LLC   April 2010 - February 2014
Turner Investment Partners  January 2008 - May 2010
Vanguard  2001 - 2007

Skills
Series 7, Project Management, Financial Analysis, Portfolio Management, Finance, Wealth Management, Equities, Investments, Alternative Investments, Asset Allocation, Securities, Mutual Funds

Education
Saint Joseph's University   2007 — 2010
MBA, Finance

Bloomsburg University of Pennsylvania   1998 — 2002
Bachelors Degree of Science, Finance

Richard J. Ruffino Richard J. Ruffino Greater New York City Area Details
Richard J. Ruffino's Wells Fargo Advisors, LLC Experience September 2008 - Present
Job Wells Fargo Advisors, LLC Managing Director Investments Institutional Sales
Industry Financial Services
Experience
Wells Fargo Advisors LLC  September 2008 - Present
Lehman Brothers  May 2000 - September 2008

Education
Baruch College, City University of New York (CUNY)   2007 — 2010
MBA, Finance

Robert Ryder Robert Ryder Greater New York City Area Details
Robert Ryder's Wells Fargo Advisors, LLC Experience 2010 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC.  2010 - Present
Thomas Crown Racing   May 2008 - March 2012
Indy Health and Fitness   November 2004 - July 2010
Investors Capital Corp.  June 2007 - January 2009
Source Capital Group  March 1999 - June 2007

Skills
Investments, Finance, Retirement, Securities, Asset Allocation, Strategic Planning, Equities, Marketing Strategy, Retirement Planning

Education
Bentley University   1992 — 1994
BSA, Finance

University of New Hampshire   1990 — 1992
BSA, Economics

Tom Cain Tom Cain Houston, Texas Area Details
Tom Cain's Wells Fargo Advisors, LLC Experience February 2011 - May 2012
Job Management Opportunities
Industry Oil & Energy
Experience
Land/Estate Management   1996 - Present
SWBC Wealth Management  May 2012 - April 2014
Wells Fargo Advisors, LLC   February 2011 - May 2012
Exceed, LLC.   July 2010 - May 2011
Glass Doctor of Houston   October 2005 - January 2010
SWS FINANCIAL SERVICES   January 1997 - October 2005
Harris, Webb, & Garrison   August 1995 - January 1997
Legg Mason  September 1992 - August 1995
Lab Products, Inc   August 1990 - September 1992
Lehman Brothers  August 1988 - August 1990

Skills
Investment Advisory, Investments, Wealth Management, Asset Managment, Series 7, Retirement Planning, Mutual Funds, Strategic Financial..., Series 63, Portfolio Management, Asset Allocation, Capital Markets, Financial Advisory, Trust Management, Real Property, Agribusiness, Minerals, Finance, Investment Strategies, Asset Management, Investment Banking, Strategic Planning, Leadership, Retirement, Banking, Managerial Finance, Budgets, Management, Negotiation, Contract Negotiation, Financial Planning

Education
Baylor University - Hankamer School of Business   1986 — 1988
MBA, Capital Markets

Baylor University   1982 — 1986
BBA, Real Estate/Finance

University of London   1985 — 1985
Coursework, International Finance

Memorial High School   1978 — 1982

Laura Noble Laura Noble Toledo, Ohio Area Details
Laura Noble's Wells Fargo Advisors, LLC Experience June 2007 - August 2009
Job Estate Planning & Wealth Consultant at Camelot Portfolios, LLC
Industry Investment Management
Experience
Camelot Portfolios, LLC   September 2010 - Present
Laura L. Noble, Attorney at Law   August 2009 - Present
Wells Fargo Advisors, LLC   June 2007 - August 2009
National City Bank  January 2004 - June 2006

Education
University of Toledo College of Law   1995 — 1999
JD

Bowling Green State University   1990 — 1994

Thomas E. Seder, CDFA Thomas E. Seder, CDFA Waltham, Massachusetts Details
Thomas E. Seder, CDFA's Wells Fargo Advisors, LLC Experience August 2012 - April 2014
Job Certified Divorce Financial Analyst at Insight Financial Strategists LLC
Industry Financial Services
Experience
Insight Financial Strategists LLC   2014 - Present
Wells Fargo Advisors, LLC   August 2012 - April 2014

Education
Harvard College
Bachelor's degree, magna cum laude in Psychology and Social Relations

Boston University
Certificate in Financial Planning

Todd Smiler Todd Smiler Boca Raton, Florida Details
Todd Smiler'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
Merrill Lynch  June 2011 - February 2013
Any Lab Test Now  June 2010 - June 2011
Choice Mortgage Bank  2009 - June 2011

Skills
Finance, Retirement Planning, Investments, Fixed Annuities, Retirement, 401k, Life Insurance, Variable Annuities, Asset Protection

Education
Brandeis University   1995 — 1999
BA, Political Science

David W. Rodgers David W. Rodgers Glen Mills, Pennsylvania Details
David W. Rodgers's Wells Fargo Advisors, LLC Experience December 2010 - Present
Job Financial Advisor, Assistant Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   December 2010 - Present
UBS Wealth Management  November 2008 - December 2010

Skills
Investments, Customer Service, Insurance, Mutual Funds

Education
Bloomsburg University of Pennsylvania   1998 — 2002
Liberal Arts and Sciences, Leadership and Social Influence

Ted Armstrong Ted Armstrong Boise, Idaho Area Details
Ted Armstrong's Wells Fargo Advisors, LLC Experience August 2006 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2006 - Present
Smith Barney  November 1992 - August 2006

Education
Boise State University   1988 — 1991
BBA, Marketing

Beth Lawlor Beth Lawlor Greater New York City Area Details
Beth Lawlor's Wells Fargo Advisors, LLC Experience August 2007 - April 2010
Job Managing DirectorDivision Sales Executive Northeast Retail Lending
Industry Financial Services
Experience
Bank of America Merrill Lynch  November 2014 - Present
Merrill Lynch  January 2013 - Present
Morgan Stanley  February 2012 - January 2013
Morgan Stanley  January 2011 - February 2012
Morgan Stanley  May 2010 - January 2011
Wells Fargo Advisors, LLC   August 2007 - April 2010
SmithBarney  May 2005 - July 2008
American Express  1996 - 2005
Chase Personal Financial Services   1990 - 1994

Skills
Series 24, Series 7, Banking, Credit, Series 63, Securities, Mortgage Lending, Financial Services, Equities, Risk Management, Mutual Funds, Loans, Credit Analysis, Private Banking, Wealth Management, Asset Management, Portfolio Management, Investments, Financial Advisory, Fixed Income, Leadership, Finance, Relationship Management, Investment Advisory, Capital Markets, Retirement Planning, Commercial Lending, Asset Allocation, Business Development, Strategic Financial..., Wealth Management...

Education
Boston College   1985 — 1989
BA,CumLaude, Psychology and Communications

Jan Toler Jan Toler Greater St. Louis Area Details
Jan Toler's Wells Fargo Advisors, LLC Experience October 2006 - Present
Job Member of Wildwood Town Center Advisory Panel
Industry Information Technology and Services
Experience
Wildwood Town Center Advisory Panel   August 2008 - Present
Wells Fargo Advisors LLC  October 2006 - Present
Wachovia Securities, LLC  May 2007 - December 2008
A.G. Edwards   October 2006 - May 2007

Education
La Salle University
Ministry

Belmont University
Education-English

Notre Dame College   1979 — 1984
BA, Education-English

William Schulz William Schulz Greater Boston Area Details
William Schulz's Wells Fargo Advisors, LLC Experience April 2012 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2012 - Present
HBR Advisors   May 1999 - April 2012
Hartford Insurance Group  February 2004 - May 2006

Skills
Alternative Investments, Asset Allocation, Retirement Planning, Mutual Funds, Investment Strategies, Equities, Financial Services, Life Insurance, Insurance, Capital Markets, Wealth Management, Strategic Financial..., Series 7, Investment Advisory, Affluent, Series 63, Securities, High Net Worth..., Retirement, Financial Planning

Education
Boston University

The Derryfield School, Manchester NH

Shepard Fargotstein Shepard Fargotstein Greater Memphis Area Details
Shepard Fargotstein's Wells Fargo Advisors, LLC Experience August 2007 - Present
Job Senior Vice President. Investment Officer Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2007 - Present
UBS  December 1999 - August 2007
Prudential Securities, Inc.   March 1991 - December 1999

Skills
Investments, Risk Management, Financial Analysis, Sales Management, Finance, Microsoft Office, Insurance, Securities, Series 7, Retirement Planning

Education
Bentley University   1974 — 1976

owen pardo owen pardo Greater New York City Area Details
owen pardo's Wells Fargo Advisors, LLC Experience January 2008 - Present
Job Vice PresidentInvestment Officer at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2008 - Present
Wachovia Securities Financial Network  January 2008 - Present
AG Edwards  April 2000 - December 2007
Citigroup  January 1995 - January 2000
Goldman Sachs  September 1980 - December 1995

Skills
Fixed Income, Retirement, Mutual Funds, Securities, Equities, Investments, Asset Allocation, Retirement Planning, Investment Strategies, Alternative Investments, Management, Financial Advisory, Hedge Funds, 401k, Estate planning and..., Separately Managed..., IRAs, Wealth, Trading

Education
City University of New York-Baruch College   1980 — 1982
MBA, Finance

State University of New York at Stony Brook   1974 — 1978
BS, Psychology

Ditmas Junior High

Lydia Nunez Lydia Nunez Greater New York City Area Details
Lydia Nunez's Wells Fargo Advisors, LLC Experience March 2009 - Present
Job Vice President /Sales Supervisor Analyst/Latin America Group at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 2009 - Present
Merrill Lynch  June 2006 - March 2009
Merrill Lynch  January 2002 - June 2006

Education
Baruch College, City University of New York (CUNY)   1989 — 1992
BBA, BUSINESS ADMINISTRATION

Nicholas Piccininni Nicholas Piccininni Richmond, Virginia Area Details
Nicholas Piccininni's Wells Fargo Advisors, LLC Experience May 2004 - May 2012
Job DIrector, Finance Crimes Governance Office at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  September 2013 - Present
Wells Fargo  May 2012 - September 2013
Wells Fargo Advisors, LLC   May 2004 - May 2012
Merrill Lynch  August 1989 - May 2004
PROSKAUER ROSE  1987 - 1989
FINKELSTEIN, THOMPSON & LEWIS   1985 - 1987
Commodity Futures Trading Commission  1984 - 1985

Education
Boston University School of Law   1981 — 1984
JD

Columbia College   1976 — 1980
BA

Kathleen McGrath, CFP® ADPA(SM) Kathleen McGrath, CFP® ADPA(SM) Cleveland/Akron, Ohio Area Details
Kathleen McGrath, CFP® ADPA(SM)'s Wells Fargo Advisors, LLC Experience January 2007 - Present
Job Financial Advisor
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2007 - Present
McDonald Investments  February 1997 - January 2007
Merrill Lynch  May 1995 - February 1997
Federal Reserve Bank of Cleveland  1993 - 1995
Key Bank  1984 - 1993

Skills
Retirement Planning, Investments, Financial Advisory, Asset Allocation, Financial Services, Alternative Investments, Wealth, Series 7, Series 65, Strategic Investment...

Education
Baldwin Wallace University
Bachelor of Science, Business Administration

Westlake High School

Doug Moyer Doug Moyer Phoenix, Arizona Area Details
Doug Moyer's Wells Fargo Advisors, LLC Experience 1982 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   1982 - Present

Education
Brigham Young University   1978 — 1980
MBA, Business

Ric T. Breunig, CRPC® Ric T. Breunig, CRPC® Greater Chicago Area Details
Ric T. Breunig, CRPC®'s Wells Fargo Advisors, LLC Experience January 2009 - Present
Job Financial Advisor | Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2009 - Present

Skills
Financial Planning, Investments, 401k Rollovers, Residential Mortgages, Retirement Planning, 529 Plans

Education
Benedictine University   1986 — 1990
B.A., Accounting

Beau Robinson, CFP® Beau Robinson, CFP® Charlotte, North Carolina Details
Beau Robinson, CFP®'s Wells Fargo Advisors, LLC Experience November 2011 - Present
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 2011 - Present
Merrill Lynch  September 2008 - November 2011
TIAA-CREF  2007 - 2008
TIAA-CREF  2004 - 2007

Education
Belmont Abbey College   1995 — 1999
Bachelor of Arts (B.A.), Belmont Abbey College

Tamara Brown Tamara Brown Charlotte, North Carolina Area Details
Tamara Brown's Wells Fargo Advisors, LLC Experience July 1999 - Present
Job Associate Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 1999 - Present

Education
Bob Jones University   1995 — 1999
BS, Financial Management

Roy Michaelson Roy Michaelson Hershey, Pennsylvania Details
Roy Michaelson's Wells Fargo Advisors, LLC Experience February 2014 - Present
Job Financial Advisor, Assistant Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2014 - Present
Fulton Financial Advisors / Raymond James Financial Services Inc.   June 2009 - February 2014
Morgan Stanley Smith Barney  June 2004 - June 2009
Environmental Engineering & Construction Companies   1984 - 2004

Skills
Asset Allocation, Retirement Planning, Financial Analysis, Financial Reporting

Education
Boston University Graduate School of Management   1983 — 1984
Master of Business Administration (M.B.A.), Finance and Financial Management Services

State University of New York at Albany   1974 — 1977
Bachelor of Science (B.S.), Chemistry

Clark University   1972 — 1973
Liberal Arts and Sciences/Liberal Studies

Sharon M. Perhac Sharon M. Perhac Hartford, Connecticut Area Details
Sharon M. Perhac's Wells Fargo Advisors, LLC Experience May 2014 - Present
Job Senior Vice President, Complex Manager, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2014 - Present
Wells Fargo Advisors, LLC   October 2012 - May 2014
Morgan Stanley Smith Barney  January 2011 - October 2012
Morgan Stanley  July 1991 - September 2009
Smith Barney Harris Upham  1982 - 1991

Skills
Investments, Mutual Funds, Business Development, Financial Services, Product Management, Separately Managed..., Team Leadership

Education
Boston College
BA, Economics and Psychology

Heather Akred Heather Akred Greater St. Louis Area Details
Heather Akred's Wells Fargo Advisors, LLC Experience Fixed Income Portfolio ManagerWells Fargo Advisors1992 - 2011
Job Fixed Income Portfolio Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   Fixed Income Portfolio ManagerWells Fargo Advisors1992 - 2011
Wells Fargo Advisors  1992 - 2011

Skills
Series 7, Bonds

Education
Saint Louis University
Master of Business Administration (MBA)

Baylor University
Bachelor of Business Administration (BBA), Finance

Heath Hanich Heath Hanich San Jose, California Details
Heath Hanich's Wells Fargo Advisors, LLC Experience July 2013 - Present
Job Vice President – Investments, Financial Advisor at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC  July 2013 - Present
Wells Fargo  February 2011 - July 2013
Wells Fargo  April 2010 - January 2011
Wachovia  May 2007 - April 2010

Education
Fresno Pacific University   2000 — 2002
BA, Bachelor of Arts Business Finance

Bakersfield College   1999 — 2000
AA, Associate of Arts

Mitchell Schoenbaum Mitchell Schoenbaum Greater New York City Area Details
Mitchell Schoenbaum's Wells Fargo Advisors, LLC Experience June 2009 - Present
Job Senior VP Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 2009 - Present
RBC Wealth Management  September 1999 - June 2009
Wheat First Union  May 1997 - September 1999

Skills
Securities, Team Building, Coaching, Budgets, Credit, Customer Service, Management, Series 7, Asset Management, Insurance, Risk Management, Portfolio Management, Financial Analysis, Banking, Financial Modeling, Business Strategy, Financial Advisory, Strategy

Education
Boston University   1968 — 1972

New Rochelle High School   1966 — 1968

Craig S. Reynolds, CFA Craig S. Reynolds, CFA Greater New York City Area Details
Craig S. Reynolds, CFA's Wells Fargo Advisors, LLC Experience February 2004 - July 2008
Job Vice President Regional Manager at AMG Funds
Industry Financial Services
Experience
AMG Funds  March 2015 - Present
Legg Mason  September 2011 - November 2014
Legg Mason  January 2011 - September 2011
Legg Mason  July 2008 - January 2011
Wells Fargo Advisors, LLC   February 2004 - July 2008
Morgan Stanley  February 2003 - February 2004

Skills
Mutual Funds, Separately Managed..., Closed-end Funds, Fixed Income, Municipal Bonds, Business Development, Financial Analysis, Competitive Analysis, Value Proposition..., Equities, Dividends, Strategic Financial..., Securities, Alternative Investments, Asset Management, Finance, Financial Planning

Education
Binghamton University   1998 — 2002
Bachelor of Arts, Economic Policy

Linda Gibson Saylor Linda Gibson Saylor Asheville, North Carolina Area Details
Linda Gibson Saylor's Wells Fargo Advisors, LLC Experience May 2002 - May 2012
Job DirectorInvestments at Oppenheimer & Co, Inc
Industry Financial Services
Experience
Oppenheimer & Co.   May 2012 - Present
Wells Fargo Advisors, LLC   May 2002 - May 2012

Skills
Series 7, Retirement Planning, Wealth Management, 401k Rollovers, Series 63, Investment Advisory, Saving for Education, IRAs, Mutual Funds, Retirement

Education
East Carolina University   1971 — 1973
BS, Music, German

Bowling Green State University   1969 — 1971
BS, German

University of Alabama   1968 — 1969

Needham Broughton High School   1965 — 1968

Buzz Weinert Buzz Weinert Toledo, Ohio Area Details
Buzz Weinert's Wells Fargo Advisors, LLC Experience December 2005 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   December 2005 - Present
Morgan Stanley  January 1998 - December 2005

Skills
Retirement, Retirement Planning, Asset Allocation, Mutual Funds, IRAs, Insurance

Education
Bowling Green State University   1982 — 1983
Masters, Business Education

Marc Tucci Marc Tucci Bloomington/Normal, Illinois Area Details
Marc Tucci's Wells Fargo Advisors, LLC Experience January 1994 - Present
Job Managing DirectorInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 1994 - Present

Skills
401k Rollovers, Investments, Fixed Annuities, Financial Advisory, Insurance, Retirement Planning, Customer Service, Fixed Income Strategies, Management, Securities, Concentrated Stock..., Mutual Funds, Financial Analysis, Asset Allocation, Wealth Management..., IRAs, Financial Services, Retirement, Strategic Planning, Institutional..., Life Insurance, Risk Management, Business Owner Planning, Estate Investment..., Variable Annuities, Deferred Compensation..., Annuities, Relationship Management

Education
Bradley University   1985 — 1989
B.S., Public Relations

Bloomington High School   1981 — 1985

Keary Castleberry Keary Castleberry San Antonio, Texas Area Details
Keary Castleberry's Wells Fargo Advisors, LLC Experience February 1994 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 1994 - Present
NCR Corporation  October 1984 - October 1994

Skills
MIS, Banking, Finance, Accounts Receivable, Retirement Planning, Investments, Asset Allocation, Customer Service, Mutual Funds, Credit, Wealth Planning, Portfolio Analysis

Education
Baylor University - Hankamer School of Business   1980 — 1984
Bachelor of Business Administration (BBA), Marketing

Jared Hernandez Jared Hernandez Hallandale, Florida Details
Jared Hernandez's Wells Fargo Advisors, LLC Experience November 1998 - Present
Job Financial Advisor, Vice PresidentInvestments at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 1998 - Present
Merrill Lynch  July 1987 - June 1994

Education
Brigham Young University   1973 — 1977
Business

Nancy S. Stokes Nancy S. Stokes Red Bank, New Jersey Details
Nancy S. Stokes's Wells Fargo Advisors, LLC Experience July 2005 - February 2014
Job Senior Vice President
Industry Financial Services
Experience
Morgan Stanley Wealth Management  February 2014 - Present
Wells Fargo Advisors, LLC   July 2005 - February 2014
Morgan Stanley  June 1998 - July 2005

Skills
Alternative Investments, Equities, Financial Analysis, Portfolio Management, Securities, Investments, Insurance, Series 63, Financial Modeling, Bloomberg, Wealth Management, Fixed Income

Education
Bentley University   1974 — 1978
Bachelor of Science (B.S.), Concentration Accounting

Donna Moy-Waletzki Donna Moy-Waletzki Allendale, New Jersey Details
Donna Moy-Waletzki's Wells Fargo Advisors, LLC Experience March 2005 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 2005 - Present
PwC  November 1989 - January 2000

Skills
Wealth Preservation..., Estate Planning, Investment Strategies, Intergenerational..., Insurance, Elder Care, Multi-generational..., Financial Accounting, PowerPoint, Microsoft Word, Financial Audits, Auditing

Education
Columbia Business School   1994 — 1996
Master of Business Administration (M.B.A.), Finance, General

SUNY Binghamton   1982 — 1986
Bachelor's degree, Accounting

Craig P Lennon Craig P Lennon Plano, Texas Details
Craig P Lennon's Wells Fargo Advisors, LLC Experience November 2013 - December 2014
Job Commercial Real Estate Wholesaler at PTX Securities
Industry Commercial Real Estate
Experience
PTX Securities   December 2014 - Present
Wells Fargo Advisors, LLC   November 2013 - December 2014
Lincoln Financial Group  March 2005 - April 2011

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets

Education
Ball State University   1981 — 1985
Bachelor's degree, Marketing

Joliet Catholic High School   1977 — 1981

Ralph Good Ralph Good South Portland, Maine Details
Ralph Good's Wells Fargo Advisors, LLC Experience July 1999 - Present
Job Managing Director Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 1999 - Present

Education
Boston College   1993 — 1995
Master of Business Administration (M.B.A.), Finance, General

University of Notre Dame   1987 — 1991
Bachelor's Degree, Mechanical Engineering

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