Wells Fargo Advisors, LLC

Industry: Subsidiary

Description

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

Wells Fargo Advisors, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo Advisors, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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

Wells Fargo Advisors, LLC Employees

Employee
Years
Job
Industry
Charles Randy Thomas III Charles Randy Thomas III Jacksonville, Florida Details
Charles Randy Thomas III's Wells Fargo Advisors, LLC Experience 2001 - Present
Job Associate Vice President Investments at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC.   2001 - Present
Foodonics International, Inc.   1989 - 2001

Education
University of North Florida
Bachelor's Degree, Finance

Jean Carville Jean Carville Cincinnati, Ohio Details
Jean Carville's Wells Fargo Advisors, LLC Experience October 2012 - Present
Job Associate Vice PresidentInvestments at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC.   October 2012 - Present
PNC Investments  March 1993 - October 2012

Skills
Retirement Planning, Qualified Retirement..., Education Funding, Asset Protection, Investment Strategies

Education
University of Cincinnati College of Business   1985 — 1990
Bachelor of Business Administration (BBA), Marketing and Management

University of Cincinnati

Karen Pauling Karen Pauling Irvine, California Details
Karen Pauling's Wells Fargo Advisors, LLC Experience March 2013 - Present
Job Senior Registered Client Associate at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC.   March 2013 - Present
UBS Financial Services Inc.  1995 - March 2013
Merrill Lynch Insurance Group, Inc.   April 1987 - February 1995

Skills
Multi-tasked, Sales, Word Processing, Investments, People-oriented, Follow Through, Detailed Organization, Quality Driven, Positive Energy, Learning New Concepts

Education
Saddleback College   1975 — 1976
Some college, Business/Commerce, General

Dana Hills High School   1971 — 1974
HS Degree

Frank Dyer Frank Dyer Albany, New York Area Details
Frank Dyer's Wells Fargo Advisors, LLC Experience January 2009 - Present
Job Albany Complex Manager at WELLS FARGO ADVISORS, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC.   January 2009 - Present

Education
Siena College   1973 — 1977
Bachelor of Business Administration (BBA), Accounting

Kevin Howard CFP™ Kevin Howard CFP™ Orange County, California Area Details
Kevin Howard CFP™'s Wells Fargo Advisors, LLC Experience January 2011 - Present
Job Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC.   January 2011 - Present
Morgan Stanley  May 1991 - February 2011
Monex International   November 1986 - May 1991

Skills
Investments, Alternative Investments, Retirement, Investment Strategies, Asset Allocation, Retirement Planning, Mutual Funds, IRAs, Estate Strategies, Securities, 401k Rollovers, 401k, Wealth, Bonds, Series 7

Education
University of California, Irvine   1980 — 1985

Mikael Lara Mikael Lara San Diego, California Details
Mikael Lara'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
J.P. Morgan   June 2012 - April 2014
Chase Investment Services Corporation  March 2011 - May 2012
JP Morgan Chase Bank  May 2001 - March 2011

Education
Platt College-San Diego   2009 — 2011
B.S. in Media Arts, Web Design

Platt College   2008 — 2009
Associates, Graphic Design

San Diego State University-California State University   2002 — 2003
Business Administration

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

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

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

Rodney Dixon II Rodney Dixon II Dallas/Fort Worth Area Details
Rodney Dixon II'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
Wells Fargo  June 2010 - April 2014
Wells Fargo Advisors  June 2010 - April 2014
Citizens National Bank of Texas  January 2007 - June 2010
Starbucks Coffee Company  August 2005 - January 2007

Skills
Investments

Education
Southwestern Assemblies of God University   2002 — 2006
Church Ministries

Berean Academy   1997 — 2002

Nancy Leizman Nancy Leizman Cleveland/Akron, Ohio Area Details
Nancy Leizman's Wells Fargo Advisors, LLC Experience August 1998 - September 2015
Job Managing Director, Senior Vice President Investments at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc.   September 2015 - Present
Wells Fargo Advisors, LLC.   August 1998 - September 2015
Wachovia Securities, LLC  September 1998 - December 2008
McDonald Investments  February 1989 - September 1998
Merrill Lynch  October 1986 - February 1989

Skills
Risk Management, Securities, Financial Advisory, Investments, Management, Investment planning, Asset Allocation, Financial Analysis, Retirement Planning, Financial Modeling, Alternative Investments, Mergers & Acquisitions, Finance, Valuation, Mutual Funds, Investment Strategies, Fixed Income, Financial Services, Due Diligence, Equities, Private Equity, Capital Markets

Education
University of Michigan   1980 — 1984
A.B., History and Economics

Greg Syrios, CFP, CIMA Greg Syrios, CFP, CIMA La Jolla, California Details
Greg Syrios, CFP, CIMA's Wells Fargo Advisors, LLC Experience 2010 - Present
Job Managing DirectorInvestments at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC.   2010 - Present
A.G. Edwards   1997 - 2010
Olde Stockbrokers  1993 - 1997

Skills
Investments, Asset Allocation, Alternative Investments, Mutual Funds, Investment Strategies, Retirement Planning, ETFs, Equities, Hedge Funds, Bonds, Securities

Education
San Jose State University
Bachelor of Science (BS), Finance, General

Paul Neuner Paul Neuner Argyle, Missouri Details
Paul Neuner's Wells Fargo Advisors, LLC Experience 1994 - Present
Job Managing Director, Investment Officer at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC.   1994 - Present

Skills
401k, Strategic Planning, Investments, Microsoft Excel, Customer Service, Budgets, Mutual Funds, Microsoft Office, PowerPoint, Negotiation, Business Strategy, Public Speaking, Marketing Strategy, New Business Development, Analysis, Retirement, Financial Analysis, investment planning

Education
Trinity University
Bachelor of Arts (BA), International Economics, Finance

Mark Bluestein Mark Bluestein Wayne, Pennsylvania Details
Mark Bluestein's Wells Fargo Advisors, LLC Experience June 2007 - Present
Job Managing Director Investment Officer at Bluestein Wealth Management Group of Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC.   June 2007 - Present
Morgan Stanley  March 2001 - June 2007
Merrill Lynch  January 1991 - February 2001

Skills
Finance, Investment Planning, Investments, Financial Services, Financial Advisory, Securities, Retirement Planning, Equities

Education
The George Washington University - School of Business   1988 — 1990
Bachelor of Arts (BA), Business / Political Science

Benedict Taravella Benedict Taravella Greater San Diego Area Details
Benedict Taravella's Wells Fargo Advisors, LLC Experience November 2009 - January 2014
Job Tarantino Wholesale Food Distributors, California Garlic Co
Industry Food Production
Experience
Tarantino Wholesale Food Distributors   January 2014 - Present
Wells Fargo Advisors, LLC.   November 2009 - January 2014
A.G. Edwards   January 2003 - 2009

Skills
Wealth Management, Investment Strategies, Customer Service, Microsoft Excel, Management, Retirement Planning, Investments, Series 65, Series 7, Series 63, 401k, Mutual Funds, Roth IRA, Strategic Planning, Retirement, Uniform Combined State..., Portfolio Management, IRAs, Securities, Wealth Management..., Investment Advisory, Strategic Financial..., Asset Allocation

Education
San Diego State University-California State University   2003 — 2005
Bachelor's degree, Economics

Philippe Trouillot Philippe Trouillot Port Charlotte, Florida Details
Philippe Trouillot's Wells Fargo Advisors, LLC Experience July 2014 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC.   July 2014 - Present

Skills
Financial Services, Retirement Planning, Investment Strategies

Education
University of Central Florida
Bachelor of Science (BS), Finance

Lauren C. Hartman Lauren C. Hartman Jacksonville, Florida Details
Lauren C. Hartman's Wells Fargo Advisors, LLC Experience August 2014 - Present
Job Client Associate at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC.   August 2014 - Present
BB&T  2013 - 2014

Skills
Spanish, International Business, International Finance, World Affairs, Economics, Finance, Financial Services, Personal Finance, Banking, Retail Banking, Personal Banking, Sales, Customer Service, Microsoft Office, Private Banking, Wealth Management, Investments, Financial Planning, Wealth Management...

Education
Rollins College   2006 — 2010
Bachelor's Degree, Spanish and International Business

Universidad de Sevilla   2008 — 2008
Spanish Language and Literature

Chris Hilliard Chris Hilliard Greensboro, North Carolina Details
Chris Hilliard's Wells Fargo Advisors, LLC Experience September 2012 - January 2014
Job .
Industry Military
Experience
US Navy Reserve  September 2012 - Present
HMC Partners   February 2014 - February 2015
Wells Fargo Advisors, LLC.   September 2012 - January 2014
United States Naval Academy  August 2010 - August 2012
US Navy  May 2005 - August 2010
MCM CREW PERSISTENT   July 2008 - September 2009
USS DECATUR (DDG-73)   May 2006 - August 2008

Skills
Military, Program Management, Public Speaking, Leadership Development, Organizational..., Leadership, Government, Military Training, Military Experience, DoD, Navy, Military Operations, Security Clearance, Team Leadership, Operational Planning, National Security

Education
United States Naval Academy   2001 — 2005
Bachelor of Science, History

Greensboro Day School   1999 — 2001

Tim Fortner Tim Fortner Syracuse, New York Area Details
Tim Fortner's Wells Fargo Advisors, LLC Experience September 2011 - Present
Job Senior Vice President Complex Manager at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC.   September 2011 - Present
Morgan Stanley Smith Barney  March 1992 - September 2011

Skills
Wealth Management, Investments, Series 7, Mutual Funds, Asset Allocation, Retirement Planning, Alternative Investments, Series 63, Portfolio Management, Securities

Education
University of Arkansas at Fayetteville
BSBA, Banking & Finance

Alan Barach Alan Barach Chapel Hill, North Carolina Details
Alan Barach's Wells Fargo Advisors, LLC Experience May 2013 - Present
Job Vice PresidentFinancial Advisor at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC.   May 2013 - Present
Morgan Stanley Smith Barney  January 1995 - May 2013
Alan M Barach CPA   January 1987 - December 1994
KMG-Main Hurdman  November 1984 - June 1987
Martin Home Decorating Centers   July 1982 - November 1984

Skills
Financial Analysis, Retirement Planning, Capital Markets, Investments, Equities, Fixed Income, Mutual Funds, Derivatives, Alternative Investments, Loans

Education
SUNY Oneonta   1978 — 1982
Bachelor of Science (B.S.), Accounting and Business/Management

Craig McPherson, CFP®, CIMA® Craig McPherson, CFP®, CIMA® Jacksonville, Florida Details
Craig McPherson, CFP®, CIMA®'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 Keegan  April 2009 - October 2011
Banc of America Investments Services, Inc.   March 2003 - April 2009

Education
University of Alabama   1997 — 2001
Bachelor of Science (B.S.), Finance and Economics

Jacob T. Miller Jacob T. Miller Columbus, Ohio Area Details
Jacob T. Miller's Wells Fargo Advisors, LLC Experience February 2011 - Present
Job Financial Consultant at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC.   February 2011 - Present
Flexicom Wireless   January 2008 - August 2010

Skills
Retirement, Customer Service, Leadership, Mutual Funds, Retirement Planning, Asset Allocation, Investment Strategies, Securities, 401k, Team Building

Education
The Ohio State University   2004 — 2010
Bachelor's Degree, International Studies

Grove City High School   2000 — 2004
Diploma, College Preparatory

Gary Danna Gary Danna Houston, Texas Area Details
Gary Danna's Wells Fargo Advisors, LLC Experience 1996 - Present
Job Managing DirectorInvestments at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC.   1996 - Present
Merrill Lynch  1984 - 1996

Skills
Planning for Retirement, Retirement Planning for..., Customized Investment..., Wealth Transfer..., Financial Advisory...

Education
University of Arkansas at Fayetteville   1979 — 1983
Bachelor of Science (BS), Finance

St. Thomas High School
Diploma, Houston

Patricia Cockell Patricia Cockell Greater Denver Area Details
Patricia Cockell's Wells Fargo Advisors, LLC Experience February 2009 - Present
Job Financial Advisor, Vice President Investment Officer at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC.   February 2009 - Present
Smith Barney  May 2001 - February 2009
Citicorp Retail Services  February 1986 - May 1995

Skills
Retirement Planning, Wealth-preservation..., Insurance, Asset Allocation, Risk Management, Investment Planning, Multi-generational..., 401(k) Rollovers, Retirment Savings

Education
University of Colorado Boulder
Bachelor of Arts (BA), Business Administration

University of Denver
Masters, Business Administration

Alexander Scoledes Alexander Scoledes Sacramento, California Area Details
Alexander Scoledes's Wells Fargo Advisors, LLC Experience August 2006 - Present
Job First Vice President Investments & Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC.   August 2006 - Present
Morgan Stanley Dean Witter  1996 - 2006
Morgan Stanley Dean Witter  1985 - 1996

Skills
Equities, Securities, IRAs, Investment Strategies, Alternative Investments, Fixed Annuities, 401k Rollovers, Financial Advisory, 529 Plans

Education
San Jose State University
BA Business, Emphasis in Economics and Sciences

Santa Clara University
Undergraduate Studies

Bellarmine College Preparatory

Holds FINRA Series 3, 7, 8, 63, 65 registrations.

Joshua Howell, CFP® Joshua Howell, CFP® Punta Gorda, Florida Area Details
Joshua Howell, CFP®'s Wells Fargo Advisors, LLC Experience January 1998 - September 2014
Job Managing Director at Howell Wealth Management, LLC.
Industry Financial Services
Experience
Howell Wealth Management, LLC.   September 2014 - Present
Wells Fargo Advisors, LLC.   January 1998 - September 2014
T. Rowe Price  October 1995 - December 1997

Education
Stetson University   1991 — 1995
B.A., English, Business

Malon Wickham Malon Wickham Columbus, Georgia Area Details
Malon Wickham's Wells Fargo Advisors, LLC Experience July 2010 - Present
Job Senior Vice President and Branch Manager Of Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC.   July 2010 - Present
Morgan Keegan  July 2000 - July 2010
J.C. Bradford & Co.   August 1989 - July 2000

Education
Presbyterian College   1979 — 1983
Bachelor of Science (B.S.), Business Administration and Management, General

Columbus High School   1977 — 1979

Campbell Hopwood Campbell Hopwood San Diego, California Details
Campbell Hopwood's Wells Fargo Advisors, LLC Experience December 2014 - Present
Job Branch Liaison at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC.   December 2014 - Present
Wells Fargo Advisors, LLC   August 2013 - Present
Wells Fargo Advisors, LLC   February 2013 - August 2013

Skills
Economics, International Marketing, Marketing, Market Research, International Economics, Financial Analysis, Business Planning, Strategic Planning, Training, Finance, PowerPoint, Teamwork, Management, Time Management, Entrepreneurship, Public Speaking, Microsoft Office, Microsoft Excel, Sales, Data Analysis, Leadership, Investments, Customer Service, Budgets

Education
Oxford University   2012 — 2012
Visiting Scholar, Economics

San Diego State University-California State University   2009 — 2012
Bachelor's degree, Economics

Matthew Belden Matthew Belden Newport Beach, California Details
Matthew Belden's Wells Fargo Advisors, LLC Experience February 2015 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC.   February 2015 - Present
Merrill Lynch  March 2008 - February 2015
UBS  October 2001 - February 2008

Skills
Investments, Financial Advisory, Financial Services, Equities, Alternative Investments, Hedge Funds, Private Equity, Investment Planning, Financial Modeling, Mutual Funds, Asset Allocation, Trading, Fixed Income Analysis, Fixed Income, Fixed Income Portfolio...

Education
University of San Francisco   1995 — 1998
Bachelor of Arts (BA), Political Science and Government

Barbara Million Barbara Million Knoxville, Tennessee Area Details
Barbara Million's Wells Fargo Advisors, LLC Experience December 2008 - Present
Job Associate Vice President Investments Officer, Financial Advisor, Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC.   December 2008 - Present
Merrill Lynch  November 1999 - December 2008

Skills
Investments, Risk Management, Investment Strategies, Financial Advisory, Finance, Wealth, Financial Risk, Strategic Investment..., Estate Planning..., Retirement Planning, Estate Planning, Management, Retirement, Series 7, Customer Service, Mutual Funds

Education
University of Florida
Bachelor's Degree, Business and Finance

G. Michael Boyle III G. Michael Boyle III San Diego, California Details
G. Michael Boyle III's Wells Fargo Advisors, LLC Experience June 2009 - Present
Job Senior Financial Advisor, First Vice President at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC.   June 2009 - Present
WAMU Investments  May 2001 - June 2009
Morgan Stanley Wealth Management  January 1996 - May 2001

Education
University of San Diego
Bachelor of Arts (B.A.)

Nicholas Burdiak Nicholas Burdiak San Francisco, California Details
Nicholas Burdiak's Wells Fargo Advisors, LLC Experience August 2014 - Present
Job Registered Client Associate at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC.   August 2014 - Present
F500 Advisory Services, Inc.   March 2011 - August 2014

Education
University of California, Irvine   2007 — 2011

Carlos Corchado, Jr. Carlos Corchado, Jr. Cleveland/Akron, Ohio Area Details
Carlos Corchado, Jr.'s Wells Fargo Advisors, LLC Experience November 2009 - November 2014
Job Business and Financial Consultant
Industry Financial Services
Experience
Wells Fargo Advisors, LLC.   November 2009 - November 2014
Morgan Stanley Smith Barney  April 2006 - November 2009
Law Office of Carlos Corchado, Jr.   November 1998 - April 2006

Skills
Retirement Services, Stocks, Bonds, Education Funding & 529..., Insurance, IRAs & IRA Rollovers, Business Services, Annuities, Mortgage Services, Mutual Funds, Stock Options, Long-Term Care Insurance, Estate Investment..., Retirement, Long Term Care Insurance, Fixed Annuities, Finance, Investments, Securities, Financial Advisory, Financial Risk

Education
The Ohio State University Moritz College of Law   1995 — 1998
Juris Doctorate, Law

Long Island University, C.W. Post Campus   1990 — 1995
Bachelor of Arts, Political Science

St. John the Baptist DHS   1986 — 1990
HS Diploma - Regents

Dale Schroeder Dale Schroeder San Francisco Bay Area Details
Dale Schroeder's Wells Fargo Advisors, LLC Experience October 2009 - Present
Job Senior Financial Advisor, First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC.   October 2009 - Present
Bernstein Global Wealth Management  2009 - 2011

Education
Saint Mary's College of California   1989 — 1992

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

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

Education
University of Maryland College Park   1987 — 1991

Jacob Eddy Jacob Eddy Charlotte, North Carolina Area Details
Jacob Eddy's Wells Fargo Advisors, LLC Experience March 2007 - March 2010
Job Senior Compliance Analyst at LPL Financial
Industry Financial Services
Experience
LPL Financial  June 2014 - Present
Hewitt Financial Services   March 2010 - June 2014
Wells Fargo Advisors, LLC.   March 2007 - March 2010

Skills
Uniform Combined State...

Education
Salisbury University - Perdue School of Business   2001 — 2004
Economics

James Abbott James Abbott Boston, Massachusetts Details
James Abbott's Wells Fargo Advisors, LLC Experience January 2013 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC.   January 2013 - Present
USI Insurance Services  September 2012 - January 2013
TD Insurance  November 2009 - October 2012
Associated Builders and Contractors  April 2005 - December 2009
Pittsburgh Penguins  June 2000 - June 2000

Skills
Public Speaking, Customer Relations, Industry Liaison, Customer Service, CRIS, Construction Risk &..., Power Skating, Board of Director..., Non-profit Leadership, Non-profit Director, Account Management, Strategic Planning, Workers Compensation, Risk Management, Government Liason, Sales, Insurance, Board of Directors, Investments, Relationship Management, Financial Services, Portfolio Management, Finance, Nonprofits, Social Media, Marketing, Contract Negotiation, Construction, Retirement, Networking, Sales Management, Customer Engagement

Education
University of New Hampshire - Whittemore School of Business and Economics   1999 — 2003
Business

North Allegheny High School

North Allegheny High School

North Catholic High School

Lisa Finkel Lisa Finkel Greater Philadelphia Area Details
Lisa Finkel's Wells Fargo Advisors, LLC Experience February 2011 - Present
Job Registered Client Associate at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC.   February 2011 - Present
Gentry Partners, Ltd.   2009 - 2011
Smith Barney  May 2004 - November 2008
AAA South Jersey  June 2001 - August 2004
Unified Examiners  June 2002 - August 2002

Education
Rowan University   2001 — 2005
Bachelors, Business Administration Specialization Finance

Stephen Pittelman Stephen Pittelman Greater New York City Area Details
Stephen Pittelman's Wells Fargo Advisors, LLC Experience 2012 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC.   2012 - Present
Smith Barney  April 1997 - January 2012
Pididdly Links   1970 - 1997

Education
Queens College   1963 — 1968

Henry Auwinger Henry Auwinger Sacramento, California Area Details
Henry Auwinger's Wells Fargo Advisors, LLC Experience November 2005 - Present
Job Managing Director Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC.   November 2005 - Present

Education
University of California, Berkeley
Bachelor's Degree, Finance and Financial Management Services

Peggy Zarro, CFP® Peggy Zarro, CFP® Dallas/Fort Worth Area Details
Peggy Zarro, CFP®'s Wells Fargo Advisors, LLC Experience October 2011 - Present
Job Branch Manager at Wells Fargo Advisors Frisco, TX
Industry Financial Services
Experience
Wells Fargo Advisors, LLC.   October 2011 - Present
Wells Fargo Advisors, LLC   November 2009 - October 2011
Morgan Stanley Smith Barney  January 1992 - November 2009

Education
The University of Texas at Austin - Red McCombs School of Business
bba, Marketing, Finance

Sima A Alefi, AAMS Sima A Alefi, AAMS San Diego, California Details
Sima A Alefi, AAMS's Wells Fargo Advisors, LLC Experience April 2014 - Present
Job Financial Advisor, Vice PresidentInvestments at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC.   April 2014 - Present
Edward Jones  January 2002 - April 2014

Skills
Estate Planning, Life Insurance, Investments, Insurance, Long-term Care, Financial Planners, Disability Insurance, Small Business, Health Insurance, Finance, Credit, Employee Benefits, Investment Strategies, Securities, Banking

Education
University of Phoenix
Bachelors degree, Business Administration and Management, General

Russ Vaughn Russ Vaughn Macon, Georgia Details
Russ Vaughn's Wells Fargo Advisors, LLC Experience September 2000 - Present
Job First Vice President Financial Advisor at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC.   September 2000 - Present

Education
The University of Georgia   1980 — 1983
BS

Amy Ellertson Amy Ellertson Charlottesville, Virginia Area Details
Amy Ellertson's Wells Fargo Advisors, LLC Experience 2009 - Present
Job Managing Director Investments at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC.   2009 - Present

Education
San Jose State University   1981 — 1984
Bachelor of Business Administration (BBA), Marketing/Finance

Jeff Di Bono Jeff Di Bono Santa Clara, California Details
Jeff Di Bono's Wells Fargo Advisors, LLC Experience March 2008 - Present
Job Senior Financial Advisor at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC.   March 2008 - Present
WAMU Investments, Inc.   May 2005 - March 2008
Banc of America Investments Services, Inc.   November 2003 - May 2005
WM Financial Services, Inc.   July 2002 - November 2003
Signator Investors, Inc.   October 1988 - July 2002
John Hancock Mutual Life Insurance Company  October 1988 - May 1997

Education
Santa Clara University   1984 — 1988
Bachelor's degree, Finance, General

Kelsey Kardos Kelsey Kardos Orange County, California Area Details
Kelsey Kardos's Wells Fargo Advisors, LLC Experience November 2014 - Present
Job Client Associate at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC.   November 2014 - Present

Skills
Interpersonal Awareness, Computer Literacy, Research Skills, Problem Solving, Numeracy, Customer Service, Report Writing, Human Resources, Time Management, Critical Thinking, Training, CRM, Data Entry, Customer Satisfaction, Teamwork, Telephone Skills, People Skills

Education
University of California, Santa Barbara   2008 — 2012
Bachelor of Arts (B.A.), Psychology

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