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
Lee LeRoy Lee LeRoy Saginaw, Michigan Area Details
Lee LeRoy's Wells Fargo Advisors, LLC Experience February 2014 - Present
Job Senior Vice President Investments, Branch Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2014 - Present
Hilliard Lyons  2006 - 2014
Smith Barney  August 1997 - January 2006
United States Army  June 1985 - December 1989

Skills
Retirement Planning, Strategic Investment..., Investments, Asset Allocation, Retirement, Cash Flow, Mutual Funds, Fixed Annuities, Securities, Investment Strategies, Insurance, Fixed Income

Education
Lawrence Technological University   2009 — 2015
Doctoral Candidate - ABD, Management (expected)

Central Michigan University   2006 — 2008
Master's, Administration

Central Michigan University   1989 — 1993
Bachelor's of Science in Business Administration, Management / Marketing

Cory Yearian Cory Yearian Iowa City, Iowa Area Details
Cory Yearian's Wells Fargo Advisors, LLC Experience January 2011 - Present
Job Financial Advisor Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2011 - Present
US Bank  October 2010 - January 2011
Wells Fargo Financial  September 2000 - September 2010
American Appraisal Associates  January 1999 - August 2000

Skills
Investments, Retirement Planning, Asset Allocation, Retirement, 401k, Finance, Investment Strategies, Financial Analysis, IRAs, Risk Management, Financial Services, Mutual Funds, Relationship Management, Fixed Annuities, Alternative Investments, Insurance, Equities, Life Insurance, Securities, Sales Process, Savings, Financial Advisory, 401k Rollovers, Retirement Plan..., Bonds, 529 Plans, Term Life Insurance, Succession Planning, Fixed Income Strategies, Retirement Savings, Variable Annuities, Wealth Preservation..., Wealth Accumulation..., Municipal Bonds, College Savings Plans, Strategic Planning, Business Owner Planning, Concentrated Stock..., Deferred Compensation, Financial Reporting, Multi-generational..., Rollovers, Buy-sell Agreements, Estate Investment...

Education
Simpson College   1996 — 1999
Bachelors, Economics

Carthage College   1994 — 1995
General, Economics

Williamsburg

Rick Robinett Rick Robinett Greater Los Angeles Area Details
Rick Robinett's Wells Fargo Advisors, LLC Experience January 2009 - Present
Job Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2009 - Present
Smith Barney  July 1990 - January 2009

Skills
Investments, Retirement, Insurance, Financial Services, Finance, Financial Advisory, Retirement Planning, Mutual Funds, Leadership, Marketing, 401k Rollovers, Asset Allocation, estate investment..., Retirement Plan..., Fixed -Income Strategies, Bonds

Education
California State University-Long Beach - College of Business Administration   1980 — 1982
Bachelor of Science, Business Administration

Palos Verdes High School   1973 — 1976

Michelle Juri Michelle Juri Rocklin, California Details
Michelle Juri's Wells Fargo Advisors, LLC Experience January 2009 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2009 - Present

Skills
Retirement Planning, Wealth Accumulation, Investment Strategies, Saving for Education

Education
CSU Sacramento

National University

Jason Saikaley Jason Saikaley Sarasota, Florida Details
Jason Saikaley's Wells Fargo Advisors, LLC Experience April 2006 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2006 - Present

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

Education
Carleton University   1980 — 1984
Bachelor of Arts (B.A.), Law

Marco Cisneros Marco Cisneros Greater Los Angeles Area Details
Marco Cisneros's Wells Fargo Advisors, LLC Experience August 2014 - Present
Job Financial Advisor | Senior Vice PresidentInvestments, Barr Cisneros Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2014 - Present
Merrill Lynch  November 2006 - August 2014

Skills
Asset Allocation, Investment Strategies, Financial Advisory, Financial Services, Insurance, Multigenerational..., Securities, Tax-Efficient Strategies, 401k Rollovers, Risk Management, Business-Succession...

Education
California State University-Long Beach
Finance, Real Estate and Law, Finance and Financial Management Services

Matt Friedlander Matt Friedlander Greater Los Angeles Area Details
Matt Friedlander's Wells Fargo Advisors, LLC Experience June 2010 - June 2012
Job Director, Resource Development at Habitat For Humanity of Riverside
Industry Nonprofit Organization Management
Experience
Habitat For Humanity of Riverside   August 2015 - Present
United Way of the Inland Valleys  March 2013 - July 2015
United Way of the Inland Valleys  August 2012 - March 2013
Wells Fargo Advisors, LLC   June 2010 - June 2012
Enterprise Holdings Inc.  March 2008 - June 2009
Enterprise Holdings Inc.  July 1990 - June 2009
Enterprise Holdings Inc.  January 2006 - March 2008
Enterprise Holdings Inc.  November 2003 - January 2006
Enterprise Holdings Inc.  November 1998 - November 2003

Skills
Series 7, Series 63, Insurance, Strategic Planning, Marketing, Financial Analysis, Training, Sales, Management, Portfolio Management, Customer Satisfaction, Public Speaking, Fundraising, Leadership, Public Relations, Community Outreach, Small Business, Team Building, Communication, 401k, Loans, Nonprofits, Forecasting, Event Planning, Event Management, Marketing Strategy, Business Development, Customer Service, Sales Management, Account Management, New Business Development, Finance, Program Management, Direct Sales, E-commerce, Social Media Marketing, Budgets, Non-profits, Retail, Business Planning, Fixed Annuities, Investments, Mortgage Lending, Business Strategy, Social Media

Education
University of California, Riverside   2015 — 2016
Certificate in Nonprofit Management

La Sierra University   2011 — 2011
School of Business - Center for Philanthropy, Certificate for Professional Advancement in Philanthropy

California State University-San Bernardino - College of Business and Public Administration   1987 — 1990
BA, Marketing

Peter Steiwer Peter Steiwer Greater New York City Area Details
Peter Steiwer's Wells Fargo Advisors, LLC Experience October 2007 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2007 - Present

Skills
Financial Advisory, Investment Strategies, Retirement Plan...

Education
Brown University   1974 — 1978
Bachelor of Arts (BA)

David Sheusi David Sheusi Baltimore, Maryland Area Details
David Sheusi's Wells Fargo Advisors, LLC Experience May 2009 - Present
Job Financial Advisor, Private Client Group
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2009 - Present

Skills
Financial Advisory, Investments, Wealth Management

Education
Bucknell University
BA, History

The Johns Hopkins University - Carey Business School
MS, Finance

Victor Bright III Victor Bright III Greenbrae, California Details
Victor Bright III's Wells Fargo Advisors, LLC Experience July 2012 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2012 - Present

Education
California State University-Northridge
Bachelor of Arts (B.A.), Economics

Franklin Miller, CFP®, MBA Franklin Miller, CFP®, MBA Greater San Diego Area Details
Franklin Miller, CFP®, MBA's Wells Fargo Advisors, LLC Experience February 2000 - Present
Job Associate Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2000 - Present
IndyMac  1998 - 1999
Access Financial (Subsidiary of Cargill, Inc.)   1994 - 1998
SouthTrust Bank  1993 - 1994
The Industrial Bank of Japan, Ltd.   1990 - 1992

Skills
Investments, Securities, Financial Services, Mutual Funds, Retirement Planning, Equities, Insurance, 401k Rollovers, Alternative Investments, Investment Planning

Education
California State University-Long Beach   1987 — 1989
Master of Business Administration (MBA), Finance, GPA 3.9

University of California, Riverside
Bachelor of Science (BS), Administrative Studies, Economics, GPA in major 3.7

Tom Brandstater Tom Brandstater Nashville, Tennessee Details
Tom Brandstater's Wells Fargo Advisors, LLC Experience November 2012 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Sports
Experience
Wells Fargo Advisors, LLC   November 2012 - Present
St Louis Rams  2009 - 2012
Wells Fargo  May 2008 - August 2008

Skills
Event Planning, Sales, Customer Service, Microsoft Office, PowerPoint, Insurance, Social Media, Microsoft Excel, Investments, Microsoft Word, Strategic Financial...

Education
California State University-Fresno   2004 — 2008
Master of Arts (M.A.), Sport Psychology

Jeff Giguere Jeff Giguere Walnut Creek, California Details
Jeff Giguere's Wells Fargo Advisors, LLC Experience December 2014 - Present
Job Operations Clerk at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   December 2014 - Present
Qualcomm  June 2013 - August 2013
Togo's Eateries  August 2008 - December 2012

Skills
Computer-savvy, Microsoft Word, PowerPoint, Microsoft Excel, Stocks, Sustainability, Technical Analysis, Economics, Teamwork, Team Leadership, Leadership, Finance, Budgets, Time Management, Microsoft Office, Strategic Planning, Public Speaking, Research

Education
California State University-Chico   2010 — 2014
Bachelor of Science (B.S.), Finance, General

Amador Valley High School   2005 — 2010

Anne Mansfield Anne Mansfield Palo Alto, California Details
Anne Mansfield's Wells Fargo Advisors, LLC Experience August 2009 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2009 - Present

Education
Harvard Business School   1988 — 1990
Master of Business Administration (MBA)

University of Iowa   1979 — 1981
Bachelor of Business Administration (BBA), Finance, General

California Polytechnic State University-San Luis Obispo   1978 — 1979
Computer Science

Lynbrook High School

John Brenard John Brenard Orange County, California Area Details
John Brenard's Wells Fargo Advisors, LLC Experience February 2009 - August 2010
Job Private Client Advisor at J.P. Morgan Chase Bank, N.A.
Industry Financial Services
Experience
J.P. Morgan Chase Bank, N.A.   August 2012 - Present
Minot Applications   March 2009 - January 2014
Chase Investment Services Corp.  August 2010 - July 2012
Wells Fargo Advisors, LLC   February 2009 - August 2010
Smith Barney  July 2008 - February 2009
Smith Barney  August 2007 - December 2007

Education
California State University-Long Beach   2004 — 2008
Bachelor of Arts (B.A.)

Brian Caramadre Brian Caramadre United States Details
Brian Caramadre's Wells Fargo Advisors, LLC Experience March 2009 - Present
Job Senior Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 2009 - Present
Morgan Stanley  April 1994 - March 2009

Education
California State University-Northridge   1978 — 1981
Bachelor of Arts, Political Science-International Relations

Jeffrey Hosilyk Jeffrey Hosilyk Reno, Nevada Details
Jeffrey Hosilyk's Wells Fargo Advisors, LLC Experience April 2007 - Present
Job Financial Advisor, Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2007 - Present
Wells Fargo Advisors  April 2007 - Present

Skills
Series 7, series 66, Wealth Management, Retirement Planning, Mutual Funds, Investment Advisory, Strategic Financial..., Asset Allocation, Investments, Financial Advisory, Retirement, Investment Strategies, Securities, Portfolio Management, Alternative Investments, 401k Rollovers, 401k, Insurance, Life Insurance, Health Insurance, Variable Annuities, Fixed Annuities, Indexed Annuities

Education
California State University-Long Beach   1994 — 2000
Entrepreneurship/Entrepreneurial Studies

Doug Sawyer Doug Sawyer San Luis Obispo, California Details
Doug Sawyer's Wells Fargo Advisors, LLC Experience April 2011 - January 2012
Job Director of Business Development at Comevo LLC
Industry Internet
Experience
Comevo LLC  February 2013 - Present
CharityDeductions.com   December 2007 - Present
Etna Interactive  January 2012 - December 2012
Wells Fargo Advisors, LLC   April 2011 - January 2012
Forest Pharmaceuticals  June 2000 - April 2011
SAES Getters  January 1994 - June 2000

Skills
Account Management, Marketing Strategy, Pharmaceutical Sales, Online Marketing, Microsoft Office, SaaS, Cardiology, SEO, Lead Generation, Strategic Partnerships, Business Development, Marketing, Sales, Strategy, Business Planning, Leadership, Entrepreneurship, Management, Social Media Marketing, Strategic Planning

Education
Cal Poly San Luis Obispo   1988 — 1993
B.S., Business Administration

Janelle Koester Janelle Koester Woodland Hills, California Details
Janelle Koester's Wells Fargo Advisors, LLC Experience February 2009 - Present
Job Associate Vice PresidentInvestments The Shipper/Koester Group of Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2009 - Present

Skills
Comprehensive..., Retirement Planning, 401k Rollovers, Life Insurance/Annuities

Education
California State University-Long Beach
Bachelor of Arts (BA), Communications

Nick Weber, CFP®, CRPS® Nick Weber, CFP®, CRPS® Folsom, California Details
Nick Weber, CFP®, CRPS®'s Wells Fargo Advisors, LLC Experience April 2010 - January 2013
Job Certified Financial Planner at Rios and Associates, Inc Financial Advisors
Industry Financial Services
Experience
Rios and Associates, Inc - Financial Advisors   January 2013 - Present
Wells Fargo Advisors, LLC   April 2010 - January 2013
MassMutual Financial Group  March 2007 - April 2010

Skills
Certified Financial..., Financial Planning, Retirement Plan..., Retirement Planning, Investments, Stocks, Bonds, Mutual Funds, Alternative Investments, Portfolio Management, Disability Insurance, Life Insurance, Long Term Care Insurance, Estate Planning, College Education..., Insurance Planning, 401k, 401k Rollovers, Pensions, Seminars, Strategic Financial...

Education
Certified Financial Planner
Certified Financial Planner, Financial Planning and Services, Passed

College for Financial Planning
Chartered Retirement Plan Specialist, Financial Planning and Services, Passed

Holds Series 6, 63, 65, and 7 Registrations

California State University-Sacramento   2003 — 2006
Bachelor of Science, Business Administration, Concentration - Finance

Jay Niebuhr Jay Niebuhr Washington, District Of Columbia Details
Jay Niebuhr's Wells Fargo Advisors, LLC Experience December 1996 - Present
Job Associate Vice President, Financial Advisor at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   December 1996 - Present

Skills
Retirement Planning, Investments, Education Savings, Investment Plans, 401k Rollovers, Asset Allocation, Financial Advisory, Wealth Management

Education
Bucknell University
Bachelor of Arts

Eric B. Soiland Eric B. Soiland San Francisco Bay Area Details
Eric B. Soiland's Wells Fargo Advisors, LLC Experience October 2007 - Present
Job Associate Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2007 - Present
Smith Barney  May 1998 - October 2007
Morgan Stanley  December 1989 - May 1998

Skills
Retirement Planning, Financial Advisory, Investments, Insurance, Investment Strategies, 401k, Medicare, Social Security, Plannning, Asset Allocation, Mutual Funds, Securities, High Net Worth..., IRAs, Fixed Annuities, Investment Advice, Legacy Planning, Eldercare Planning, Personalized Wealth..., Estate Investment..., Tax-advantaged..., Retirement Income...

Education
California Lutheran University   1977 — 1981
Bachelor of Science, Business

Montgomery High   1972 — 1976

Stephen Scholler Stephen Scholler Grand Rapids, Michigan Details
Stephen Scholler's Wells Fargo Advisors, LLC Experience May 2007 - Present
Job Financial Advisor, Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2007 - Present
Morgan Stanley  September 1998 - May 2007
The Ohio Company  January 1995 - September 1998

Skills
Investments, Finance, Asset Allocation, Relationship Management, Insurance, Financial Analysis, Financial Advisory, Investment Strategies, Business Owner Planning, Business Succession..., Multigenerational..., Estate Investment..., Retirement-Plan..., Investment Planning, Management, Succession Planning, Retirement Planning, Wealth, Retirement, Wealth Strategies, Portfolio Strategies

Education
Western Michigan University   1998 — 2001
Master of Business Administration (M.B.A.), Business and Finance

Calvin College   1991 — 1994
Bachelor of Arts (B.A.), Business Administration and Management, General

Anna Cannon Anna Cannon Charlotte, North Carolina Details
Anna Cannon's Wells Fargo Advisors, LLC Experience December 2012 - Present
Job Registered Client Associate at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   December 2012 - Present
Bank of America/Merrill Lynch  February 2000 - April 2012

Skills
Mutual Funds, Fixed Income, Securities, Financial Services, Investments, Capital Markets, Bloomberg, Wealth Management, Equities, Bonds, Trading

Education
Central Piedmont Community College

Rick Polenske, CFP, CTFA Rick Polenske, CFP, CTFA Boise, Idaho Details
Rick Polenske, CFP, CTFA's Wells Fargo Advisors, LLC Experience January 2009 - April 2012
Job Vice President SR Trust and Fiduciary Specialist at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Wealth Managment   May 2012 - Present
Learning Lab Idaho   June 2008 - Present
Harley Owners Group Intermountain Chapter   2008 - Present
Wells Fargo Advisors, LLC   January 2009 - April 2012
Wells Fargo Investments, LLC  April 2001 - January 2009
American Express Financial Advisors  July 1987 - April 2001
Ameriprise Financial Advisors  1987 - 2001

Skills
Wealth Management, Series 7, Retirement Planning, Asset Allocation, Wealth Management..., Finance, Investments, Financial Services, Wealth, Insurance, Investment Advisory, Investment Strategies, Portfolio Management, Employee Benefits, Mutual Funds, Financial Risk, Strategic Financial..., Financial Planning

Education
American Bankers Association   2014 — 2015
Certified Trust and Financial Advisor ( CTFA), Trust and financial planning

College of Financial Planning   1990 — 1994
Certified Financial Planner ( CFP), Financial Planning and Services

California State University-Sacramento   1978 — 1980
BS, Pre Physical Therapt

Molly Samson, MBA Molly Samson, MBA Providence, Rhode Island Area Details
Molly Samson, MBA's Wells Fargo Advisors, LLC Experience January 2011 - Present
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2011 - Present
Morgan Stanley Smith Barney  September 2008 - January 2011

Education
Salve Regina University   2008 — 2011
Master of Business Administration (MBA), Management

Bryant University   2004 — 2008
Bachelor of Science (BS), Accounting

Farah Toutounchian, CFP® Farah Toutounchian, CFP® West Hills, California Details
Farah Toutounchian, CFP®'s Wells Fargo Advisors, LLC Experience August 2012 - Present
Job Financial Advisor Vice President Investments, at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2012 - Present

Skills
Retirement, Mutual Funds, Asset Allocation, Securities, Annuities

Education
California State University-Northridge   2002 — 2004
Bachelor of Science (B.S.), Business Administration & Marketing, Magna Cum Laude

UCLA

Freeman H. Welch, CFP® Freeman H. Welch, CFP® Greater Los Angeles Area Details
Freeman H. Welch, CFP®'s Wells Fargo Advisors, LLC Experience October 1988 - Present
Job Senior Vice President Investment Officer
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 1988 - Present
California Basketball Officials Association - Long Beach Unit   1982 - Present
A.G. Edwards & Sons, Inc.   1988 - 2007
Newhard, Cook & Company, Inc.   1982 - 1988
The Federated Group  1978 - 1982
University Stereo   1976 - 1978
Pacific Stereo  1975 - 1976

Skills
Retirement Planning, Strategic Planning, Investment Strategies, Public Speaking, Team Building, Social Media, Public Relations, Program Development, Fundraising, Nonprofits, Customer Service, Alternative Investments, Community Outreach, Event Planning, Volunteer Management, Research, Hedge Funds, Charitable Gift Planning, Higher Education, Grants, Teaching, Grant Writing, Investment Planning, Investments

Education
College for Financial Planning   1988 — 1990
CFP, CFP Professional Education Program

University of San Francisco   1988 — 1990
CFP, Financial Planning and Investment Management

University of Southern California   1974 — 1975
BA, Journalism

Cal State Fullerton   1971 — 1974
Business - Journalism

Sunny Hills High School   1967 — 1971

Patricia Capsey Patricia Capsey Sarasota, Florida Details
Patricia Capsey's Wells Fargo Advisors, LLC Experience April 2014 - Present
Job Registered Client Associate/Registered Paraplanner at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2014 - Present
GTE Financial  August 2010 - March 2014
ADP  January 2009 - July 2010
Morgan Stanley  April 1998 - March 2007

Skills
Fixed Annuities, 401k, PowerPoint, Microsoft Office, Outlook, College Education..., Life Insurance, Insurance, Time Management, Unit Investment Trusts, Traditional IRA, Financial Services, Retirement, Retirement Planning, Mutual Funds

Education
College for Financial Planning   2014 — 2014
Chartered Retirement Plan Counselor

College of Financial Planning   2011 — 2012
Registered Paraplanner

University of Guadalajara   1996 — 1997
Spanish, Spanish Language and Literature

Castleton State College   1993 — 1997
Bachelor of Arts (B.A.), Spanish Language and Literature

Andrea Karsten Andrea Karsten Greater Grand Rapids, Michigan Area Details
Andrea Karsten's Wells Fargo Advisors, LLC Experience March 1996 - Present
Job First Vice President Investment Officer at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 1996 - Present
First Michigan Bank Corporation   1986 - 1996

Education
Western Michigan University   1990 — 1995
MBA, Business Administration

Calvin College   1982 — 1986
BA Business

Kevin J. Caputo, CIMA®, CFP® Kevin J. Caputo, CIMA®, CFP® Beverly Hills, California Details
Kevin J. Caputo, CIMA®, CFP®'s Wells Fargo Advisors, LLC Experience February 2009 - Present
Job Senior Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2009 - Present
Morgan Stanley Smith Barney  June 2006 - February 2009
Merrill Lynch  January 2000 - June 2006

Skills
Investments, Finance, Financial Services, Alternative Investments, Financial Advisory, Insurance, Risk Management, Wealth, Entrepreneurship, Management, ETFs, Bonds, Retirement Planning

Education
California Lutheran University
Bachelors, Business

Wharton School of Business
Investment Management Consultants Association (IMCA ®) Certification Program

Steve Matter Steve Matter Newport Beach, California Details
Steve Matter's Wells Fargo Advisors, LLC Experience 2010 - Present
Job Sales Management | SVP | Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2010 - Present
Wells Fargo Advisors  March 2010 - July 2011
Smith Barney  September 1992 - January 2009
Paine Webber  February 1990 - September 1992
Merrill Lynch Life Insurance   July 1987 - February 1990
EF Hutton  April 1983 - July 1987

Skills
Estate Planning, Wealth Management, Sales, Coaching, Team Building, Training, Best Selling Author, Alternative Investments, Wealth, Long Term Care Insurance, Retirement Planning, Insurance, Life Insurance, Financial Advisory, Strategic Financial..., Fixed Annuities, Financial Analysis, Retirement, Series 63, IRAs, Series 6, Asset Allocation, Series 7, Investment Advisory, Mutual Funds

Education
College for Financial Planning   1987 — 1989
CFP, Financial Services

California State University-Fullerton, Mihaylo College of Business and Economics   1972 — 1974
BA, Marketing & Business Admin

Long Beach City College

Scott Cunningham, CIMA® Scott Cunningham, CIMA® Salt Lake City, Utah Details
Scott Cunningham, CIMA®'s Wells Fargo Advisors, LLC Experience May 2011 - Present
Job Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2011 - Present
Morgan Stanley Wealth Management  October 1994 - May 2011
Hercules Aerospace  1990 - 1994

Skills
Retirement Planning, Investments, Financial Advisory, Investment Strategies, Mutual Funds, Securities, Retirement, Financial Services, Alternative Investments, 401k Rollovers, Insurance, Retirment Plan..., Insurance Planning, Deferred Compensation..., Multi-Generational..., Stock Analysis

Education
California State University-Sacramento   1984 — 1989
Bachelor of Science (B.S.), Mechanical Engineering

Ygnacio Valley High School   1976 — 1978

Moline High School   1975 — 1978

Faye MacIntyre Faye MacIntyre Hendersonville, North Carolina Details
Faye MacIntyre's Wells Fargo Advisors, LLC Experience December 2004 - April 2014
Job Vice President/Senior Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  April 2014 - Present
Wells Fargo Advisors, LLC   December 2004 - April 2014
Advest, Inc.   September 2001 - November 2003
Paine Webber  October 1978 - October 1988

Skills
Series 7, Series 66, Series 9/10, Financial Services, Mutual Funds, Management, Retirement, Financial Analysis, Process Improvement, Series 65, Series 63, Trading, ETFs, IRAs, Securities, FINRA, Uniform Combined State..., Retirement Planning, Finance, Investments, Operations Management

Education
Rio Hondo College   1973 — 1975
Associate of Arts (A.A.), Visual and Performing Arts

California State University-Northridge
Bachelor's Degree, Business/Commerce, General

Daniel Morris Daniel Morris Greater New York City Area Details
Daniel Morris's Wells Fargo Advisors, LLC Experience December 2014 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   December 2014 - Present
Merrill Lynch  June 2011 - December 2014
GTA Plus Consulting Group   October 2010 - July 2011
President First Mortgage Bankers   October 2008 - February 2010
Ideal Mortgage   April 2007 - September 2008
New Century Mortgage  May 2003 - March 2007
CIT  February 1996 - May 2003
Ford Consumer Finance  1995 - 1996
First Union Home Equity  1991 - 1995

Education
Bucknell University   1986 — 1990
BA, Political Science, Economics

The Dwight School   1982 — 1986

Dana Specht, Masters of Financial Planning, CRC® Dana Specht, Masters of Financial Planning, CRC® Coeur D Alene, Idaho Details
Dana Specht, Masters of Financial Planning, CRC®'s Wells Fargo Advisors, LLC Experience February 2000 - Present
Job Associate Vice President Investments, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC  February 2000 - Present
Morgan Stanley  May 1994 - February 2000
Red Robin International  1989 - 1992

Skills
Retirement Planning, Work with Estate..., Estate Planning, Estate Securities..., Mutual Funds, Stocks, Bonds & Fixed Income..., Annuities, Business Retirement..., Life Insurance, Long Term Care Insurance, College Savings Planning, Portfolio Management, Corporate Cash..., Quality Client Service..., Asset Managment, Financial Analysis, Overall Financial...

Education
College of Financial Planning   2003 — 2005
Masters in Financial Planning, Financial Planning

California State Polytechnic University-Pomona   1987 — 1989
Bachelors, Finance, Real Estate & Law

Chaffey Community College   1986 — 1987
Associates, Business Administration

Citrus Community College   1984 — 1986
Business Administration and Management, General

Bonita High School   1980 — 1984
High School Diploma, Business

Mathew Morgan Mathew Morgan Pasadena, California Details
Mathew Morgan's Wells Fargo Advisors, LLC Experience November 2008 - June 2014
Job Financial Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  June 2014 - Present
Wells Fargo Advisors, LLC   November 2008 - June 2014

Skills
Investments, Finance, Retirement Planning, Strategic Financial..., Insurance, Mutual Funds, Retirement, Financial Advisory, Wealth Management, Series 7, Financial Services, College Savings Plans, Asset Management, IRAs, Asset Allocation, Dividend Income...

Education
Cal Poly Pomona   2007 — 2011
Bachelor of Science (BS), Business Administration and Finance

Dennis Karjala Dennis Karjala Tacoma, Washington Details
Dennis Karjala's Wells Fargo Advisors, LLC Experience May 2011 - February 2015
Job Financial Advisor at Wells Fargo Financial Network, Legacy Capital Partners
Industry Financial Services
Experience
Wells Fargo Financial Network, Legacy Capital Partners   February 2015 - Present
Rotary International  July 2013 - July 2015
Wells Fargo Advisors, LLC   May 2011 - February 2015
TKG Global   April 2003 - April 2011
Intex Trading BV (Netherlands)   January 2000 - March 2003
Intex Trading (Hong Kong)   May 1996 - March 2002

Skills
Asset Allocation, Investments, Investment Strategies, Forecasting, Management, Leadership, Marketing Strategy, Negotiation, Customer Service

Education
Brown University   1986 — 1990
BS, Organizational Behavior and Management

James DeMarco, Jr. James DeMarco, Jr. Greater Philadelphia Area Details
James DeMarco, Jr.'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
Morgan Stanley Wealth Management  January 2014 - April 2014
AIL  2013 - 2013
The Law Offices of James DeMarco, Jr., Esq.   2010 - 2013
Mattioni, Ltd.   May 2008 - December 2009
DeMarco & DeMarco, P.C.   September 1997 - April 2008

Education
Villanova University School of Law   1994 — 1997
Juris Doctor, Law

Bucknell University   1990 — 1994
B.A., Philosophy and Religion

St. Joseph's Preparatory School   1986 — 1990
Highschool

St. Peters

St. Peters

David Lyle, CFP® David Lyle, CFP® San Francisco Bay Area Details
David Lyle, CFP®'s Wells Fargo Advisors, LLC Experience June 1994 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 1994 - Present

Skills
Retirement Planning, Investments, Asset Allocation, Financial Advisory, 401k Rollovers, multi-generational..., Insurance, Tax-Efficient Strategies, Fixed Income Strategies, Business Owner Planning

Education
Brown University
B.A.

University of California, Berkeley, Haas School of Business
M.B.A.

Robert (Bob) Fox, CIMA Robert (Bob) Fox, CIMA Greater San Diego Area Details
Robert (Bob) Fox, CIMA's Wells Fargo Advisors, LLC Experience 2004 - 2008
Job Managing Director, Union Bank Investment Services
Industry Financial Services
Experience
Union Bank  March 2012 - Present
Wedbush Morgan Securities  October 2008 - March 2012
Wells Fargo Advisors, LLC   2004 - 2008
Morgan Stanley Dean Witter  1992 - 2004
Bank America Investment Services and Drexel Burnham Lambert   1987 - 1992

Skills
Recruiting, Leadership, Management, Wealth Management, Investments, Sales, Coaching, Financial Services, Series 7, Asset Management, Portfolio Management, Risk Management, Mutual Funds, Securities, Teamwork, Credit

Education
California Polytechnic State University-San Luis Obispo
Bachelor's degree, Business Administration

University of Pennsylvania - The Wharton School
CIMA - Certified Investment Management Analyst

University of San Diego
Master of Science (MS), Executive Leadership (MSEL)

Amy Galvan Amy Galvan Roseville, California Details
Amy Galvan's Wells Fargo Advisors, LLC Experience December 2012 - Present
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   December 2012 - Present
Wedbush Securities  June 2009 - December 2012
Morgan Stanley  June 1998 - May 2009

Skills
Mutual Funds, Securities

Education
California State University-Sacramento   1991 — 1996
BA, Marketing

Diana van Winden Diana van Winden San Francisco Bay Area Details
Diana van Winden's Wells Fargo Advisors, LLC Experience February 2013 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2013 - Present
Morgan Stanley  December 1992 - February 2013

Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investments, Asset Allocation, Investment Advisory

Education
California State University-Sacramento   1984 — 1988
B.S., Buisness Administration / Marketing

Archie Martin, CFP® Archie Martin, CFP® Greensboro/Winston-Salem, North Carolina Area Details
Archie Martin, CFP®'s Wells Fargo Advisors, LLC Experience September 2012 - Present
Job Financial Advisor with Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 2012 - Present
Wells Fargo Wealth Management  December 2008 - September 2012
US Trust/Bank of America Wealth Management   June 2006 - December 2008

Skills
Retirement Planning, Investments, Long-term Care, Life Insurance, High Net Worth..., Financial Analysis, 401k Rollovers, College Education..., Wealth Preservation..., Variable Annuities, Strategic Planning

Education
Campbell University   2001 — 2006
BS, Trust Management

Campbell University   2001 — 2006
Masters, Business Administration

Thomas Duffin Thomas Duffin Conshohocken, Pennsylvania Details
Thomas Duffin's Wells Fargo Advisors, LLC Experience September 1998 - Present
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 1998 - Present
Prudential Securities  October 1994 - September 1998
Dean Witter  February 1990 - September 1994
Shearson Lehman Brothers  February 1988 - February 1990
WH Newbolds   April 1986 - February 1988

Skills
Financial Advisory, Financial Services, Retirement, Retirement Planning, Financial guidance, 401(k) Rollovers, Asset Allocation, Estate Investment..., domestic partnership..., Investment Planning, Investment Strategies, Mutual Funds, Strategic Planning, Securities, Stock Analysis, Fixed-Income Strategies, Insurance, Tax-efficient Strategies

Education
Bryn Mawr College   2003 — 2010
Doctor of Philosophy (Ph.D.), Social Work

Bryn Mawr College   2001 — 2003
Master of Law and Social Policy, Social Work

Villanova University   1993 — 1996
Master of Science (M.S.), Psychology

Villanova University   1978 — 1982
Bachelor of Arts (B.A.), Psychology

Saint Joseph's Prep   1974 — 1978

Alice Gu Alice Gu Greater Los Angeles Area Details
Alice Gu's Wells Fargo Advisors, LLC Experience February 2010 - June 2010
Job Senior Associate, Market Risk Advisory at KPMG US
Industry Financial Services
Experience
KPMG US  January 2013 - Present
BBVA Compass  July 2010 - December 2012
Wells Fargo Advisors LLC  February 2010 - June 2010
M.A. WRIGHT FUND, RICE UNIVERSITY   January 2009 - May 2010
Shenyin & Wanguo Securities Co. Ltd.   May 2009 - August 2009
Zurich Financial Services  January 2008 - August 2008
East West Bank  September 2004 - February 2006

Skills
Microsoft Excel, Microsoft Word, Microsoft SQL Server, Access, SAP, Bancware, Bloomberg, Capital IQ, Intex, IBM Cognos, Kiodex, Financial Modeling, Quantitative Analytics, Business Valuation, Financial Reporting, Financial Analysis, Asset Managment, FX Hedging, Data Mining, Data Analysis, Equity Research, Asset Management, Cognos, Financial Risk, Finance, Investments, Equities

Education
Rice University   2008 — 2010
M.B.A Jones Graduate School of Business, Finance

California State Polytechnic University-Pomona   2002 — 2004
BS, Finance

Jonathan LaTurner Jonathan LaTurner Sacramento, California Area Details
Jonathan LaTurner's Wells Fargo Advisors, LLC Experience November 2012 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 2012 - Present
First Citizens Bank  July 2006 - November 2012

Skills
Comprehensive...

Education
Drexel University - College of Business and Administration   2009 — 2010
Master of Business Administration (MBA), International Business

California State University-Sacramento   2002 — 2007
Business Administration, Finance

Jane Stromwall Jane Stromwall Greater Milwaukee Area Details
Jane Stromwall's Wells Fargo Advisors, LLC Experience June 2006 - Present
Job First Vice President Investments / Branch Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Supporting Organization   2011 - Present
Wells Fargo Advisors, LLC   June 2006 - Present
Smith Barney  October 1998 - June 2006

Skills
Investments, Risk Management, Insurance, Wealth, Strategic Planning, Retirement Planning, Public Speaking, Customer Service, Team Building, Budgets

Education
Cardinal Stritch University   1996 — 1998
MBA, Finance

University of Minnesota-Twin Cities   1974 — 1976
BA/BSSW, Psychology / Social Work

University of Colorado Boulder   1972 — 1974
Psychology

Chris Merlin Chris Merlin San Jose, California Details
Chris Merlin's Wells Fargo Advisors, LLC Experience September 2010 - Present
Job Control Specialist at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 2010 - Present
Quest Capital   February 2010 - April 2010
Banc of America Securities  January 2000 - January 2008
Montgomery Securities  January 1996 - January 2000
DEAN WITTER DISCOVER & COMPANY   January 1995 - January 1996
MERRILL LYNCH PIERCE FENNER & SMITH  January 1983 - January 1988

Skills
Securities, Equities, Management, Operations Management, Investments, Financial Services

Education
California State University-East Bay
MBA, Finance

University of Wisconsin-Madison
B.S, Geography; Locational Analysis

Michael J. Rozovics Michael J. Rozovics Greater Chicago Area Details
Michael J. Rozovics's Wells Fargo Advisors, LLC Experience 2011 - Present
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2011 - Present
Prudential Retirement  2006 - 2010
Stanton Group  2001 - 2006
Stanton Group / DCA   1997 - 2001
Wells Fargo (Norwest)   1997 - 1997
United States Marine Corps  1991 - 1996

Education
Capella University   2004 — 2006
MBA, Business

Lawrence University   1988 — 1992
B.A., Philosophy

Robert Masyczek, MBA, AAMS Robert Masyczek, MBA, AAMS San Francisco Bay Area Details
Robert Masyczek, MBA, AAMS's Wells Fargo Advisors, LLC Experience March 2010 - February 2014
Job Financial Advisor at Kuhlmann Associates Financial
Industry Financial Services
Experience
Kuhlmann Associates Financial   February 2014 - Present
Wells Fargo Advisors, LLC   March 2010 - February 2014
Diageo Chateau & Estates  May 2005 - August 2009
Beaulieu Vineyard   July 1994 - May 2005
Clos Pegase Winery  May 1992 - June 1994

Skills
Financial Services, Strategy, Retirement Planning, Marketing, Social Media Marketing, Entrepreneurship, 401k Rollovers, Investments

Education
University of California, Davis - Graduate School of Management   1998 — 2002
MBA, Finance and Marketing

University of California, Davis   1980 — 1982
MS, Food Science

California Polytechnic State University-San Luis Obispo   1976 — 1980
BS, Biochemistry

Tim Miller, CIMA®, AIF® Tim Miller, CIMA®, AIF® Sewickley, Pennsylvania Details
Tim Miller, CIMA®, AIF®'s Wells Fargo Advisors, LLC Experience February 2010 - November 2012
Job Partner and Financial Advisor
Industry Financial Services
Experience
Benchmark Financial Advisors   November 2012 - Present
Wells Fargo Advisors, LLC   February 2010 - November 2012
Smith Barney  February 2005 - January 2010
Merrill Lynch  1987 - 2004

Skills
Wealth Management, Investments, Retirement Planning, Financial Advisory, Investment Advisory, Retirement, Portfolio Management, Asset Managment, 401k, Wealth

Education
University of Pennsylvania - The Wharton School   2006 — 2007
Certified Investment Management Analyst, Investments and Securities

Bucknell University   1981 — 1984
BS

Deborah Bond, CSTE Deborah Bond, CSTE Charlotte, North Carolina Area Details
Deborah Bond, CSTE's Wells Fargo Advisors, LLC Experience September 2009 - October 2010
Job Systems Quality Analyst 5 at Wells Fargo Advisors
Industry Computer Software
Experience
Wells Fargo Advisors  June 2014 - Present
Wells Fargo- Technology Operations Group   January 2014 - June 2014
SCOR  November 2012 - December 2013
Wells Fargo Home Mortgage  April 2011 - October 2012
TIAA-CREF  January 2011 - April 2011
Wells Fargo Advisors, LLC   September 2009 - October 2010
Wachovia Bank, NA  July 2006 - October 2010
Wachovia  March 2003 - May 2009
Wachovia, A Wells Fargo Company  March 2003 - May 2009
Wachovia Bank  March 2006 - December 2006

Skills
Project Management, Management, Business Requirements, Requirements Analysis, SDLC, Test Planning, Quality Center, Requirements Gathering, Business Analysis, Banking, Quality Assurance, Testing, Visio, System Testing, User Acceptance Testing, Leadership, Written & Oral..., Defect Tracking, Waterfall, SharePoint, Perl, Software Project..., Systems Analysis, Software Documentation, Test Management, Software Quality..., Regression Testing, Test Cases, Business Process..., Vendor Management, Agile Methodologies, Integration, PMO, Agile Project Management, Data Warehousing, PMP, Business Process, DB2, SQL, Resource Management, Oracle, Process Improvement, HP Quality Center

Education
Shaw University   1996 — 1998
BS, Business Management and Computer Science

Central Piedmont Community College   1982 — 1984
AS, Computer Science

Lexington Technical College   1971 — 1972
Diploma graduate, Nursing Science, 4.0

Western Kentucky University
Music Theory and Composition

Aaron A Simone Aaron A Simone Greater Los Angeles Area Details
Aaron A Simone's Wells Fargo Advisors, LLC Experience 2009 - September 2010
Job Financial Advisor at Independent Financial Group
Industry Financial Services
Experience
Sultra Corporation   February 2011 - Present
Independent Financial Group  September 2010 - Present
Wells Fargo Advisors, LLC   2009 - September 2010
Wachovia Securities  January 2008 - 2009
A.G. Edwards & Sons, Inc.   2006 - January 2008
The Innovations Group Inc   1997 - 2007

Skills
Finance, Management, Investment Advisory, Investments, Series 7, Retirement Planning, Small Business, Wealth Management, Mutual Funds, Portfolio Management, Financial Planning, Strategic Planning, Strategic Financial..., Insurance, Asset Managment, Retirement, Financial Advisory, Asset Management, Microsoft Office, Social Media, Negotiation, Microsoft Word, Marketing Strategy, Marketing, Financial Analysis, Series 63, 401k, Outlook, Public Speaking, Start-ups, Customer Service, Business Planning, New Business Development, Asset Allocation, Fixed Annuities, Investment Strategies, Securities, IRAs, Life Insurance, Investment Management, Bonds, Equities, Variable Annuities, 401k Rollovers, Relationship Management, Entrepreneurship, Separately Managed..., Alternative Investments, Employee Benefits, Property & Casualty...

Education
California Lutheran University   2009 — 2012

California State University Channel Islands   2003 — 2006
bus, Busniess major minor Economics

San Diego State University-California State University   1998 — 2000

Rob Aikins Rob Aikins Novato, California Details
Rob Aikins's Wells Fargo Advisors, LLC Experience May 2014 - April 2015
Job VP, Private Client Advisor at JP Morgan Chase Bank NA
Industry Financial Services
Experience
JP Morgan Chase Bank NA  April 2015 - Present
Wells Fargo Advisors LLC  May 2014 - April 2015
JP Morgan Chase Bank NA  June 2012 - May 2014
Charles Schwab  September 2008 - June 2012

Education
California Polytechnic State University-San Luis Obispo   1985 — 1990
Bachelor of Science (BS), Agri-Business Marketing

San Rafael High School   1981 — 1985

Christopher Snively Christopher Snively Lake Mary, Florida Details
Christopher Snively's Wells Fargo Advisors, LLC Experience January 2004 - Present
Job Associate Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2004 - Present
Kirchman Corporation  July 2000 - December 2003
Kirchman Corporation  November 1996 - July 2000

Skills
Financial Services, Investment Strategies, Retirement Planning

Education
Carnegie Mellon University - Tepper School of Business   1995 — 1996
MBA, Finance

University of Miami   1991 — 1994
BS, Mathematics

Scott Blank Scott Blank Boca Raton, Florida Details
Scott Blank's Wells Fargo Advisors, LLC Experience January 2013 - June 2014
Job WBS Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  July 2014 - Present
Wells Fargo Advisors LLC  January 2013 - June 2014
Wells Fargo  May 2009 - February 2013
Wells Fargo  September 2007 - May 2009
Wachovia Bank  June 2005 - September 2007

Education
Broward College   1989 — 1991
Business Administration

Grant Slocumb Grant Slocumb Reno, Nevada Details
Grant Slocumb's Wells Fargo Advisors, LLC Experience January 1993 - Present
Job Senior Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 1993 - Present

Education
CSU Chico
Bachelor's degree, Business-Management

Daniel Herzog Daniel Herzog Greater Detroit Area Details
Daniel Herzog's Wells Fargo Advisors, LLC Experience December 2010 - January 2013
Job Private Wealth Advisor at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors  July 2015 - Present
J.P. Morgan Securities LLC   May 2014 - July 2015
Chemical Bank  December 2012 - May 2014
Wells Fargo Advisors, LLC   December 2010 - January 2013
PNC Wealth Management  2006 - January 2011
LaSalle Bank  2001 - 2005

Education
Central Michigan University   1986 — 1991
BAA, Org. Communication

David Wolfley CRPC® David Wolfley CRPC® Greater Los Angeles Area Details
David Wolfley CRPC®'s Wells Fargo Advisors, LLC Experience March 2006 - September 2011
Job Senior Vice President Wealth Management, Portfolio Manager at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services Inc.  September 2011 - Present
Wells Fargo Advisors, LLC   March 2006 - September 2011
Smith Barney  April 1999 - March 2006

Education
California State University-Long Beach - College of Business Administration   1996 — 1998
Finance

Kimberly Snow Kimberly Snow San Diego, California Details
Kimberly Snow's Wells Fargo Advisors, LLC Experience July 2014 - Present
Job Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2014 - Present
Wells Fargo Home Mortgage  September 2011 - July 2014
Cooper Castle Law Firm, LLP   February 2011 - August 2011
Bank of America  August 2009 - November 2010
Meridian Pointe Realty   January 2006 - January 2007

Skills
Customer Service, Microsoft Office, Outlook, Teamwork, Microsoft Excel, Team Leadership, Time Management, PowerPoint, Microsoft Word, Social Networking, Public Speaking

Education
California State University-Chico   2007 — 2010
Business Administration, Financial Management

Jason Zivich Jason Zivich Greater Los Angeles Area Details
Jason Zivich's Wells Fargo Advisors, LLC Experience February 2011 - July 2012
Job VP, Private Client Advisor at JPMorgan Chase Bank N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank N.A.   July 2012 - Present
Wells Fargo Advisors, LLC   February 2011 - July 2012
Merrill Lynch  January 2009 - January 2011
Holliday Fenoglio Fowler  September 2006 - November 2008

Education
California Polytechnic State University-San Luis Obispo   2001 — 2006
Bachelor of Science

Randy Angel Randy Angel Charlotte, North Carolina Area Details
Randy Angel's Wells Fargo Advisors, LLC Experience June 1987 - Present
Job Senior Vice President / Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 1987 - Present
Cherry, Bekaert & Holland   May 1986 - June 1987
H & R Block  January 1981 - April 1986

Education
Wake Forest University   1978 — 1980
BS, Business

Catawba College   1976 — 1978
Business

Independence High School   1973 — 1976
Diploma, General

Kyle Leipold Kyle Leipold Greater Milwaukee Area Details
Kyle Leipold's Wells Fargo Advisors, LLC Experience December 2008 - May 2013
Job International Financial Advisor Associate VicePresident at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management  May 2013 - Present
Wells Fargo Advisors, LLC   December 2008 - May 2013
Leipold Financial Services   January 2005 - December 2008

Skills
Series 7, IRAs, Sales, Investments, 401k, Retirement Planning, Marketing, Stocks, Investment Advisory, Financial Advisory, Marketing Strategy, Finance, Portfolio Management, Account Management, Securities, Mutual Funds, Fixed Annuities, Retirement, Insurance, Estate Planning, Strategic Financial...

Education
National University of Ireland, Galway   2003 — 2004
MBS, Marketing

Butler University   1997 — 2001
Bachelors Degree, Marketing

Butler University - College of Business Administration   1997 — 2001
Bachelor of Science, Marketing

Neenah High School   1994 — 1997

Eddy Saroj Taengkaew, MBA Eddy Saroj Taengkaew, MBA Greater San Diego Area Details
Eddy Saroj Taengkaew, MBA's Wells Fargo Advisors, LLC Experience January 2013 - September 2014
Job Financial Advisor at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch  September 2014 - Present
Thai American and Asian Alliance of San Diego   September 2012 - Present
Wells Fargo Advisors, LLC   January 2013 - September 2014
Merrill Lynch Wealth Management / Bank of America Corporation   August 2011 - January 2013
Merrill Lynch  August 2011 - January 2013
Asian business association in san diego   2006 - December 2012
Citi  April 2007 - August 2011
Prudential Financial  December 2006 - April 2007
Washington Mutual  October 2005 - December 2006

Skills
Life & Health Insurance..., Property & Casualty..., Securities, Wealth Management, Retirement Planning, Investments, Financial Services, Banking, Asset Allocation, Loans, Mutual Funds, Life Insurance, 401k, Commercial Lending, Credit, Relationship Management, Wealth Management..., Consumer Lending, 401k Rollovers, Finance, Financial Advisory, Investment Strategies, Strategy, Fixed Income, Alternative Investments, Fixed Annuities, Equities, Asset Management, Trading, Investment Management, Retirement, Bonds, Hedge Funds, Capital Markets, Credit Analysis, Financial Risk, Financial Analysis, Valuation

Education
University of Wisconsin-Whitewater   2009 — 2011
MBA, Finance

Brigham Young University Hawaii   2002 — 2005
B.S., International Business Management

Surasakmontee high school   1994 — 1996
High school, Math & Science Track

Edwin Joe Harris Edwin Joe Harris Las Vegas, Nevada Details
Edwin Joe Harris's Wells Fargo Advisors, LLC Experience June 1996 - Present
Job Senior Vice President/Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 1996 - Present

Skills
Retirement Planning, Retirement Plans for..., Insurance, Investment Advisory, Investments, Team Building

Education
California State University-Long Beach   1992 — 1994
Bachelor of Arts (B.A.), Economics

Long Beach City College   1990 — 1992

Bishop Gorman High School   1987 — 1990

Bill Moynihan Bill Moynihan Greater New York City Area Details
Bill Moynihan's Wells Fargo Advisors, LLC Experience January 2004 - August 2015
Job Financial Advisor, First Vice PresidentInvestments at Stifel, Nicolaus & Co.
Industry Financial Services
Experience
Stifel Financial Corp.  August 2015 - Present
Wells Fargo Advisors, LLC   January 2004 - August 2015
Army National Guard  March 2003 - January 2006
Salomon Smith Barney  January 2001 - January 2004
Merrill Lynch  November 1997 - January 2001
Selective Insurance  October 1992 - November 1997
US Army  September 1989 - September 1991

Skills
Investments, Retirement, Insurance, Securities, Risk Management, Retirement Planning, Mutual Funds, Fixed Annuities

Education
Caldwell University   1993 — 1996
B.S., Business Administration

St. Peter's College   1986 — 1988
Business Administration

Cody Paningsoro Cody Paningsoro Orange County, California Area Details
Cody Paningsoro's Wells Fargo Advisors, LLC Experience January 2015 - Present
Job Registered Client Associate at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2015 - Present
Lincoln Financial Advisors  November 2014 - January 2015
Lincoln Financial Advisors  October 2013 - November 2014
Chase  March 2012 - August 2012

Skills
Investments, Leadership, Financial Services, Finance, Financial Analysis, Bloomberg, Insurance

Education
California State University-Fullerton   2010 — 2013
Bachelor of Arts (BA), Finance, A

Lori Kamuf, MBA Lori Kamuf, MBA Sacramento, California Area Details
Lori Kamuf, MBA's Wells Fargo Advisors, LLC Experience December 2011 - June 2013
Job Professional in Financial Services
Industry Financial Services
Experience
A Financial Institution   June 2013 - May 2015
Wells Fargo Advisors, LLC   December 2011 - June 2013
Franklin Templeton Investments  March 2007 - December 2011
E*TRADE Financial  2003 - 2006
Robert Mondavi  2003 - 2004

Skills
Organizational..., Management, Leadership, Public Speaking, Coaching, Customer Service, Strategic Planning, Microsoft Office, Employee Benefits, Investments, Leadership Development, Series 6, Wealth Management, Asset Allocation, Financial Analysis, Insurance, 401k, Retirement Planning, Process Improvement, Marketing, Time Management, Sales, Training, Mutual Funds, Team Building, Securities, Microsoft Excel

Education
National University   2005 — 2007
Master of Business Administration (MBA), Organizational Leadership

CSU Chico   1999 — 2003
Bachelor of Arts (BA), Communication Studies, Speech Communication

FINRA Series 7, 63, 65, 9, 10

Marcia Ramos Marcia Ramos Scottsdale, Arizona Details
Marcia Ramos's Wells Fargo Advisors, LLC Experience February 2009 - Present
Job Senior Registered Client Associate
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2009 - Present
Chateau Ramos   July 2013 - April 2014
UBS Wealth Management  October 2007 - February 2009

Skills
Customer Service, Outlook, Microsoft Excel, Microsoft Word, Microsoft Office, Process Improvement, Practice Management, Marketing Communications, Client Development, Coordinate Meetings

Education
California State University-Dominguez Hills   2002 — 2005
Master of Arts (M.A.), Education

Cal Poly Pomona   1996 — 2001
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies

Jarl Meagher Jarl Meagher San Francisco Bay Area Details
Jarl Meagher's Wells Fargo Advisors, LLC Experience June 2004 - September 2004
Job Director of Maintenance Operations & Customer Service at Volta Charging
Industry Marketing and Advertising
Experience
Volta Industries  July 2015 - Present
SolarCity  January 2012 - December 2013
SolarCity  April 2011 - January 2012
Stoke Studios   January 2009 - April 2011
Verizon Wireless - Cellular Image   2005 - 2009
Correlation Consulting   2008 - 2008
Wells Fargo Advisors, LLC   June 2004 - September 2004
Southwestern Company  2003 - 2004
The Graven Group   2002 - 2003

Skills
Salesforce.com, Sales, Risk Management, Business Development, Marketing, Solar Energy, Direct Sales, Jogging, Customer Service, B2B, Sales Management, Negotiation, Market Research, Marketing Strategy, Lead Generation, Contract Negotiation, Entrepreneurship, Start-ups, Strategy, Advertising, Sales Process, Strategic Partnerships, Solar PV, New Business Development, Account Management, CRM, Cold Calling, Product Marketing, Selling, Energy, Online Marketing, Sales Presentations, Competitive Analysis, Business Planning, Email Marketing, Business Strategy, Leadership, Direct Marketing, Consulting, Management, Social Media Marketing, Strategic Planning, Social Networking, Product Management, Team Building, Online Advertising, SEM, SaaS, Renewable Energy, Green Roofs

Education
Santa Clara University - Leavey School of Business   2010 — 2011
Accounting Extension

San Francisco State University
Bachelor of Science, Business Administration (Marketing), Business Administration, Advertising, Marketing, Management, Finance, Accounting, Economics

Cabrillo College   2001 — 2005
Associates, Business Administration

Aptos High School   1999 — 2001

Ben Joyce, CFP®, CIMA® Ben Joyce, CFP®, CIMA® San Francisco Bay Area Details
Ben Joyce, CFP®, CIMA®'s Wells Fargo Advisors, LLC Experience June 2015 - Present
Job Associate Vice President Investment Officer at Wells Fargo Advisors LLC, Branch Manager
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 2015 - Present
Wells Fargo Advisors, LLC   July 2012 - Present
Moors & Cabot  June 2010 - July 2012
Moors & Cabot  April 2010 - July 2012
Merrill Lynch  October 1998 - April 2010
Cintas  July 1997 - September 1998
Chevron  November 1991 - June 1997
California State University, Chico  April 1994 - May 1997
California State University, Chico  September 1993 - May 1997
East Bay Regional Park District  April 1996 - September 1996

Skills
Financial Advisory, Investments, Insurance, Finance, Risk Management, Retirement Planning, Business Strategy, Microsoft Office, Leadership, Retirement, Management, Training, Mutual Funds, Investment Planning

Education
California State University-Chico   1992 — 1997
English Literature, Poetry, Engineering

Luis A. Rivera Luis A. Rivera Greensboro/Winston-Salem, North Carolina Area Details
Luis A. Rivera'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
Wells Fargo Wealth Management  July 2010 - July 2014
U.S. Trust, Bank of America Private Wealth Management   July 2009 - July 2010
Bank of America  2008 - 2008

Skills
Fluent in Spanish, Insurance, Asset Allocation, Financial Services, Investment Strategies, Retirement-Plan..., Retirement Planning, Risk Management, Estate Investment..., Financial Analysis

Education
Campbell University
BBA, Trust & Wealth Management, Financial Planning

Doug Nelson Doug Nelson Portsmouth, New Hampshire Details
Doug Nelson's Wells Fargo Advisors, LLC Experience January 2012 - Present
Job Vice PresidentInvestments at Wells Fargo Advisors
Industry Investment Management
Experience
Wells Fargo Advisors LLC  January 2012 - Present

Skills
Strategic Planning, Fundraising, Nonprofits, Marketing, Philanthropy, Small Business, Non-profits, Social Media Marketing, Financial Analysis, Retirement Planning, Wealth Accumulation..., Multi-generational..., Wealth Preservation..., College Funding..., Retirement Income..., Estate Planning..., Tax-Advantages Income...

Education
University of New Hampshire   1983 — 1990
BA, Communication

Carnegie Mellon University   1981 — 1987

Harvard University
Certificant, Financial Analysis: Professor Robert Shiller

Adams

Alan Meyer Alan Meyer Temecula, California Details
Alan Meyer's Wells Fargo Advisors, LLC Experience January 2010 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
WELLS FARGO ADVISORS, LLC   January 2010 - Present
Merrill Lynch  August 2002 - January 2010

Education
California Baptist University
Master of Business Administration (MBA)

Kathrine Russell Kathrine Russell Beverly Hills, California Details
Kathrine Russell's Wells Fargo Advisors, LLC Experience July 2012 - Present
Job Financial Advisor / Assistant Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2012 - Present
CBRE  1984 - 1995

Skills
Financial Strategies, Investment Guidance, Investments

Education
California Polytechnic State University-San Luis Obispo
Bachelor of Science (BS), Nutrition

Clare Hiatt, CFP® Clare Hiatt, CFP® Auburn, California Details
Clare Hiatt, CFP®'s Wells Fargo Advisors, LLC Experience 2009 - Present
Job Associate Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2009 - Present
Wachovia Securities, LLC  2005 - 2009
Morgan Stanley Wealth Management  1995 - 2005

Education
California State University-Hayward   1986 — 1988
Master of Business Administration (M.B.A.), Management Science

UC Davis   1978 — 1982
Bachelor of Arts (B.A.), Economics

Nathan Billigmeier Nathan Billigmeier Sacramento, California Area Details
Nathan Billigmeier's Wells Fargo Advisors, LLC Experience January 2010 - Present
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2010 - Present

Education
California State University-Sacramento   2007 — 2010
BA, Economics

Fielden Fraley Fielden Fraley Greater Chicago Area Details
Fielden Fraley's Wells Fargo Advisors, LLC Experience June 2013 - Present
Job Financial Advisor at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 2013 - Present
Merrill Lynch  January 2007 - June 2013
Merrill Lynch  June 2003 - December 2007
Merrill Lynch  January 2000 - June 2003
Oil-Dri Corporation of America  April 1981 - December 1999

Skills
Wealth Services, Services for Corporate..., Retirement Planning, Alternative Investments, Insurance, Finance, Financial Advisory, Financial Services, Wealth, High Net Worth..., Restricted Stock, Financial Analysis, Investment & Fiduciary..., 10b5-1 Plans, Employer Granted Stock..., Concentrated Stock..., Exchange Funds, Strategic Investment..., Portfolio Construction, Securities, Mutual Funds, Asset Allocation, Investments, Portfolio Analysis

Education
University of Tennessee-Knoxville   1978 — 1980
Plant Sciences

Campbell University   1972 — 1974
Bachelor's Degree, Biology/Biological Sciences, General

Jeremy Blum, CFP® Jeremy Blum, CFP® Orange County, California Area Details
Jeremy Blum, CFP®'s Wells Fargo Advisors, LLC Experience July 2010 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2010 - Present
Morgan Stanley Smith Barney, LLC  2000 - 2010
GeoSyntec Consultants  1995 - 2000

Skills
Investments, Insurance, Asset Allocation, Mutual Funds, IRAs, Securities, Fixed Annuities, 401k, Finance, Retirement, Retirement Planning, Management, Investment Strategies, Financial Services, Financial Analysis, Stocks, Customer Service

Education
College for Financial Planning   2006 — 2007
CFP®, Financial Planning

California State University-Fullerton   1989 — 1993
Bachelor's degree, Engineering Geology

Ashley Haskell Ashley Haskell El Segundo, California Details
Ashley Haskell's Wells Fargo Advisors, LLC Experience August 2008 - Present
Job Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2008 - Present

Education
California State University-Long Beach   2002 — 2005
Bachelor of Applied Science (B.A.Sc.), Child Development

Huey L'Herault Huey L'Herault Jacksonville, Florida Area Details
Huey L'Herault's Wells Fargo Advisors, LLC Experience September 1989 - Present
Job First Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 1989 - Present
U.S. Navy   June 1964 - December 1985

Education
Brown University   1960 — 1964
Bachelor of Arts (B.A.), Political Science and Government

Robert Frantz Robert Frantz Westlake, Ohio Details
Robert Frantz's Wells Fargo Advisors, LLC Experience November 2004 - Present
Job Senior Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 2004 - Present

Skills
Retirement, Investments, Portfolio Management, Financial Services, Finance, Financial Planning, Securities, Wealth Management, Mutual Funds, Coaching, Small Business, Retirement Planning, Budgets, Team Building, Public Speaking

Education
Case Western Reserve University   1965 — 1968
Master of Arts (MA), Education

Case Western Reserve University   1961 — 1965
Bachelor of Science (BS), Education

Michael Forster Michael Forster San Diego, California Details
Michael Forster's Wells Fargo Advisors, LLC Experience 2007 - 2009
Job AVP Recruiting at LPL Financial
Industry Financial Services
Experience
LPL Financial  June 2013 - Present
LPL Financial  July 2012 - June 2013
LPL Financial  June 2010 - July 2012
Wells Fargo Advisors, LLC   2007 - 2009
J.P. Morgan   May 2006 - November 2007
John Hancock Life Insurance Company (U.S.A.)   September 2003 - April 2006

Skills
Series 7, Financial Advisory, Mutual Funds, Retirement Planning, Fixed Annuities, Securities, Wealth Management, Investment Advisory, Asset Allocation, Investment Strategies, Series 63, Strategic Financial..., Long-term Care, 401k, Investments, Estate Planning, Financial Services, Asset Managment, Portfolio Management, Financial Planners, Retirement, Recruiting, Sourcing, Banking, Serious Gaming, Qualitative Research, Pensions, Alternative Investments, Asset Management, Capital Markets, Relationship Management, IRAs, Variable Annuities, Investment Management, Shaft Sinking, Disability Insurance, Long Term Care Insurance, Insurance, Finance, Fixed Income, FINRA, Equities, Financial Risk, Life Insurance, Wealth, Employee Benefits, Bonds, 401k Rollovers, Uniform Combined State..., ETFs

Education
Canisius College   1998 — 2002
Bachelors, Management

Scott Wilton Scott Wilton Greater St. Louis Area Details
Scott Wilton's Wells Fargo Advisors, LLC Experience May 2009 - November 2012
Job VP, Enterprise Data & Analytics at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  November 2012 - Present
Wells Fargo Advisors, LLC   May 2009 - November 2012
Wachovia Securities, LLC  October 2007 - May 2009
A.G. Edwards   March 2006 - October 2007
A.G. Edwards   August 2004 - March 2006
A.G. Edwards   November 2000 - August 2004
Ernst & Young  May 1999 - November 2000
Ernst & Young  May 1998 - May 1999
OfficePlus   March 1995 - August 1996
OfficePlus   March 1994 - March 1995

Skills
Data Warehousing, Data Modeling, Business Intelligence, Enterprise Architecture, Database Design, Data Analysis, Requirements Analysis, Business Objects, DB2, Teradata, Business Analysis, SQL, Data Management, ETL, Databases, Analytics, SDLC, Unix, Requirements Gathering, SOA, Data Quality

Education
University of Michigan - Stephen M. Ross School of Business   1996 — 1998
MBA, Corporate Strategy

Carleton College   1986 — 1990
BA, English

Ward Abbey Ward Abbey Findlay, Ohio Details
Ward Abbey's Wells Fargo Advisors, LLC Experience 2007 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2007 - Present
A.G. Edwards   April 1985 - November 2007
Prudential Bache  1979 - 1985
Merrill Lynch  1975 - 1979

Skills
Financial Guidance, 401k Rollovers, Asset Allocation, Investment Strategies, Retirement Planning, Securities, Stock Analysis, Financial Advisory, Financial Analysis, Tax-Efficient Strategies, Wealth Preservation..., Retirement Savings

Education
Central Michigan University   1969 — 1970
Master of Business Administration (MBA), Finance

Central Michigan University   1965 — 1970
Bachelor of Science (BS), Busines Administration in Marketing and Minor in Economics

David Jager David Jager Palm Desert, California Details
David Jager's Wells Fargo Advisors, LLC Experience June 2003 - Present
Job Senior Financial Advisor, First Vice President Investments at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 2003 - Present

Education
California State University-San Marcos   1992 — 1994
Business Administration, High Technology Manufacturing

Brett M. Hosney, CRPC® Brett M. Hosney, CRPC® Greater Boston Area Details
Brett M. Hosney, CRPC®'s Wells Fargo Advisors, LLC Experience May 2007 - June 2011
Job Financial Planning Consultant
Industry Financial Services
Experience
Voya Financial  November 2011 - Present
Wells Fargo Advisors, LLC   May 2007 - June 2011
Finish Line  May 2003 - December 2007

Education
Bryant University   2003 — 2007
BS, Finance, Economics

Cumberland High School   2000 — 2003

Diana Moshak Diana Moshak Greater New York City Area Details
Diana Moshak's Wells Fargo Advisors, LLC Experience March 2010 - October 2011
Job Sales Coordinator at The Library Hotel Collection, Hotel Elysee
Industry Hospitality
Experience
The Library Hotel Collection  March 2015 - Present
The Library Hotel Collection  February 2014 - March 2015
The Library Hotel Collection  May 2014 - November 2014
VOEVODYNO Corp   January 2013 - January 2014
Bloomberg  March 2012 - December 2012
Wells Fargo Advisors, LLC   March 2010 - October 2011
IBE Trade Corp   June 2009 - September 2009

Skills
Russian, English, Financial Analysis, Banking, Investments, Strategic Planning, Corporate Finance, Analysis, Budgets, Management, Equities, Leadership, Bloomberg, Sales, Business Planning, Microsoft Office, Finance, Microsoft Excel, Customer Service, Business Strategy

Education
Cornell University
Master Certificate in Revenue Management: Focus on Hospitality Marketing

Wagner College   2010 — 2011
MBA, Management

Central European University   2006 — 2009
Bachelors of Science, Global Management

Marlboro High School

Lee A. (Landy) Fields, MBA Lee A. (Landy) Fields, MBA Sacramento, California Area Details
Lee A. (Landy) Fields, MBA's Wells Fargo Advisors, LLC Experience March 1995 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 1995 - Present

Skills
Investments, Retirement Planning, Finance, Risk Management, Financial Analysis, Mergers & Acquisitions, Mutual Funds, Strategic Planning, Securities, Asset Allocation, Due Diligence, Insurance, Small Business, Customer Service

Education
California State University-Sacramento   1992 — 1994
Masters in Business Administration, Business Administration

U.C. Davis

Jeff Gustafik Jeff Gustafik Walnut Creek, California Details
Jeff Gustafik's Wells Fargo Advisors, LLC Experience October 2000 - Present
Job Senior Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2000 - Present
Van Kasper & Company   January 1997 - October 2000
Dean Witter  August 1983 - January 1997

Skills
Retirement Planning, Estate Investment..., Financial Advisory, Retirement, Strategic Planning, Insurance, Investments, Mutual Funds, Risk Management, Entrepreneurship, Asset Allocation, Investment Portfolio, Public Speaking, Succession Planning, Financial Analysis, Investment Planning

Education
California State University-Chico   1979 — 1983
B.S., Finance

John Harm, CFP® John Harm, CFP® Burlington, Vermont Details
John Harm, CFP®'s Wells Fargo Advisors, LLC Experience June 1999 - Present
Job Financial Advisor, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 1999 - Present

Education
Carnegie Mellon University - Tepper School of Business   2012 — 2014
Executive Master of Business Administration (EMBA), Asset and Wealth Management

HEC Lausanne - The Faculty of Business and Economics of the University of Lausanne   2012 — 2014
Executive Master of Business Administration (EMBA), Asset and Wealth Management

Carnegie Mellon University   1990 — 1994
B.S., Double Major in Policy and Management & Applied History

Paul Schluckebier Paul Schluckebier Owosso, Michigan Details
Paul Schluckebier's Wells Fargo Advisors, LLC Experience April 1984 - Present
Job Managing DirectorInvestments of The Schluckebier/Hood Wealth Management Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 1984 - Present

Skills
Asset Allocation, Securities, Financial Advisory, Alternative Investments, Fixed Income, Due Diligence, Investments, Strategic Planning, Retirement, Finance, Investment Management, Equities, Management, Wealth Management, Customer Service, Team Building, Municipal Bonds, Loan Origination, Strategy

Education
Central Michigan University   1982 — 1984
Bachelor of Science in Business Administration, Finance

Gary E. Mills Gary E. Mills San Francisco Bay Area Details
Gary E. Mills's Wells Fargo Advisors, LLC Experience 2009 - Present
Job First Vice President Investments, CERTIFIED FINANCIAL PLANNER™ at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2009 - Present
UBS Wealth Management  September 1999 - July 2009
Merrill Lynch  November 1988 - September 1999

Skills
Mutual Funds, Retirement Planning, Investments, Finance, Equities, Insurance, Financial Goals, Estate Investment...

Education
California State University-East Bay   1983 — 1986
B.S. Finance, Economics

University of California, Berkeley   1981 — 1982
business

Arash Dounel, MBA Arash Dounel, MBA Beverly Hills, California Details
Arash Dounel, MBA's Wells Fargo Advisors, LLC Experience August 2014 - Present
Job Senior Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2014 - Present
JPMorgan Chase  April 2013 - May 2014
Wells Fargo Bank  April 2007 - April 2013
First Wholesale Lending Inc   February 2005 - December 2007

Skills
Investments, Insurance, Finance, Relationship Management, Retirement, Leadership, Financial Analysis, Management, Securities, Retirement Planning, Financial Services, Cross Selling, Mentoring

Education
Pepperdine University School of Law   2011 — 2012
Strauss Institute, Certification in Dispute Resolution, Dispute Resolution

Pepperdine University, The George L. Graziadio School of Business and Management   2010 — 2012
Master of Business Administration (M.B.A.), Dispute Resolution

California State University-Northridge   2001 — 2006
Bachelor’s Degree, Management Information Systems; Information Technology

Fairfax High School   1998 — 2001
High School

Steven Zeller Steven Zeller San Francisco Bay Area Details
Steven Zeller's Wells Fargo Advisors, LLC Experience February 1999 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 1999 - Present
A.G. Edwards & Sons, Inc (predecessor firm of Wells Fargo Advisors, LLC)   1999 - 2007

Education
California State University-Sacramento
Economics

Carmel High School

Monterey Peninsula College

Brian Maroney Brian Maroney Greater New York City Area Details
Brian Maroney's Wells Fargo Advisors, LLC Experience November 2012 - January 2014
Job Associate Equities Program Trading Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank  August 2014 - Present
Wells Fargo Advisors, LLC   November 2012 - January 2014
Deutsche Bank  August 2005 - May 2011

Skills
Middle Office, Equities, Bloomberg, Capital Markets, Securities, Derivatives, Prime Brokerage, Valuation, Financial Modeling, Bloomberg Terminal, Fixed Income, Trading, Wealth Management, Finance, Series 7, Hedge Funds, Equity Trading

Education
Bucknell University   2001 — 2005
BSBA, Management

Steve Battel Steve Battel Greater New York City Area Details
Steve Battel's Wells Fargo Advisors, LLC Experience July 2008 - Present
Job Associate Vice PesidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2008 - Present
Prudential Equity Group  September 1999 - June 2007
Prudential Investments  January 1998 - September 1999
Prudential  January 1997 - January 1998

Skills
Investments, Securities, Mutual Funds, Equities, Retirement Planning, Trading, Financial Services, Finance, Options, Asset Allocation

Education
Drexel University   2007 — 2010
Masters of Science, Sports Management

Bucknell University   1992 — 1996
BS, Finance

Jeff Younger Jeff Younger Greater St. Louis Area Details
Jeff Younger's Wells Fargo Advisors, LLC Experience April 2008 - August 2011
Job Senior Compliance Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  August 2011 - Present
Wells Fargo Advisors, LLC   April 2008 - August 2011
A.G. Edwards   June 2006 - January 2008

Skills
Series 7, Investments, Equities, Alternative Investments, Financial Analysis, Asset Allocation, Portfolio Management, Asset Managment, Investment Strategies, Financial Modeling, Sales, Strategic Planning, Equity Research, Asset Management

Education
Washington University in St. Louis - Olin Business School   2002 — 2006
MBF, Finance

Brown University   2000 — 2002
BA, Polotical Science

Richard Zangara Richard Zangara Warren, New Jersey Details
Richard Zangara's Wells Fargo Advisors, LLC Experience October 1998 - Present
Job Financial Advisor with Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 1998 - Present

Skills
Investments, Finance, Mutual Funds, New Business Development, Project Planning, Retirement Planning

Education
Central Connecticut State University   1989 — 1995
Business, Marketing

Brian Apple Brian Apple Charlotte, North Carolina Area Details
Brian Apple's Wells Fargo Advisors, LLC Experience July 2006 - January 2013
Job VP Control Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  August 2014 - Present
Wells Fargo Advisors  January 2013 - August 2014
Wells Fargo Advisors, LLC   July 2006 - January 2013
Wachovia Securities  September 2004 - June 2006
Wachovia Securities  June 2000 - September 2004

Skills
Series 7, Series 63, Series 24, Series 65, Series 9, Series 10, Project Management, Risk Management, Risk Analysis, Policy Analysis, Policy Review, Policy Writing, Wealth Management, Time Management, Process Improvement, Procedure Development, Internal Communications, Procedure Review, Business Strategy, Reporting & Analysis, Series 31

Education
University of South Carolina - Darla Moore School of Business   2009 — 2012
Masters, Business Administration

Bryant University   1993 — 1997
Bachelors of Science, Business Administration - Finance

Christopher Tung Christopher Tung Greater Los Angeles Area Details
Christopher Tung's Wells Fargo Advisors, LLC Experience October 1994 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 1994 - Present

Education
California Polytechnic State University-San Luis Obispo   1988 — 1990
MBA

Christine D. Lutz Christine D. Lutz Dallas, Texas Details
Christine D. Lutz's Wells Fargo Advisors, LLC Experience June 2015 - Present
Job Registered Client Associate Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 2015 - Present
LPL Financial Services  January 2014 - January 2015
Robert W. Baird & Co.   July 2013 - January 2014
SWS Financial Services   August 2010 - July 2013
Southwest Securities  November 2008 - July 2010
Veritude, A Fidelity Investments Company  October 2006 - October 2008
Lighthouse Financial Services   March 2004 - February 2006

Education
Pfeiffer University   1979 — 1983
Bachelor of Arts, Legal Services

Central Piedmont Community College   1977 — 1979
Associate in Applied Science, Paralegalism

Christine Ahearn Christine Ahearn Greater Philadelphia Area Details
Christine Ahearn's Wells Fargo Advisors, LLC Experience June 2007 - May 2011
Job Registered Senior Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  May 2011 - Present
Wells Fargo Advisors, LLC   June 2007 - May 2011
Merrill Lynch  2006 - June 2007
Merrill Lynch  October 2004 - 2006

Education
Carnegie Mellon University   1999 — 2003
B.S., Policy and Management

Shawn Sessions Shawn Sessions Orange County, California Area Details
Shawn Sessions's Wells Fargo Advisors, LLC Experience August 2013 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2013 - Present
Merrill Lynch  September 2006 - August 2013

Skills
Investments, Finance, Financial Advisory, Financial Services, Asset Allocation, Retirement Planning, Securities, Risk Management, Management, Mutual Funds, Strategy, Retirement

Education
California State University-Fullerton   2004 — 2006
Bachelor of Arts, Psychology

Cynthia Clinard Cynthia Clinard Greensboro/Winston-Salem, North Carolina Area Details
Cynthia Clinard's Wells Fargo Advisors, LLC Experience July 1990 - Present
Job Senior Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 1990 - Present

Education
Catawba College   1974 — 1978

H Seth F Barnes H Seth F Barnes Cleveland, Ohio Details
H Seth F Barnes's Wells Fargo Advisors, LLC Experience December 2008 - Present
Job Managing Director, Market Manager for Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC  December 2008 - Present
Morgan Stanley  September 2006 - November 2008
Merrill Lynch  August 1991 - August 2006

Skills
Investments

Education
Canisius College   1985 — 1989
BA, Political Science

The Principia Upper School   1980 — 1984
HS Diploma

Brandon Adams Brandon Adams Greater Los Angeles Area Details
Brandon Adams's Wells Fargo Advisors, LLC Experience November 2007 - August 2009
Job Manager, Compensation & Benefits at DTS
Industry Human Resources
Experience
DTS, Inc.   October 2009 - Present
Wells Fargo Advisors, LLC   November 2007 - August 2009
Morgan Stanley & Co  October 2005 - November 2007
JonesTrading Institutional Services, LLC   June 2002 - October 2005

Skills
Benefits, Benefits Administration, Compensation, Workers Compensation, Performance Management, SuccessFactors, Oracle, Microsoft Office, Business Process..., 401k, Employee Health & Safety, Compensation & Benefit, Retirement Benefits, Defined Benefit, 401(k) Plan Design, Microsoft Excel, Vlookup, Hlookups, Pivot Tables, FLSA, Employee Benefits, Radford, Deferred Compensation, Excel models, Total Rewards, Total Rewards Strategies, Compensation Structures, Compensation & Benefits..., Global Compensation, Compensation Strategies, Excel Dashboards, Voluntary Employee..., Restricted Stock, Employee Stock Options, Workforce Planning, Onboarding, ADP Payroll, Human Resources, HRIS, Mergers & Acquisitions, Strategy, Compensation & Benefits

Education
California Lutheran University   2004 — 2005
Bachelor of Science, Business Management

Oak Park High School

Rodney Van Belle Rodney Van Belle Greater Seattle Area Details
Rodney Van Belle's Wells Fargo Advisors, LLC Experience June 2011 - Present
Job Market Operations Liaison at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 2011 - Present
Wells Fargo Investments - Wealth Management Group   August 2008 - June 2011
Washington Mutual  September 2003 - August 2008
Safeco Mutual Funds  October 1998 - August 2003
U.S. Bancorp   1988 - 1998

Skills
Risk Management, Securities, Investments, Banking, Portfolio Management, Process Improvement, Bonds, Call Center, Customer Service, Fixed Income, Microsoft Excel, Underwriting

Education
Central Washington University
Bachelor of Science (B.S.), Business Administration

Renee C Parrett Renee C Parrett San Francisco Bay Area Details
Renee C Parrett's Wells Fargo Advisors, LLC Experience June 1991 - Present
Job Senior Vice President Investments Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 1991 - Present

Skills
Investments, Asset Allocation, Retirement Planning, Portfolio Management, Mutual Funds

Education
California State University-Sacramento   2002 — 2004

San Diego State University-California State University   1990 — 2002

Rachel Tomasek Rachel Tomasek Chicago, Illinois Details
Rachel Tomasek's Wells Fargo Advisors, LLC Experience May 2005 - Present
Job Vice President Compliance Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2005 - Present
OneAmerica Securities, Inc.   September 1999 - May 2005
American United Life Insurance Company  September 1997 - September 1999
SunTrust Banks, Inc.   May 1996 - May 1997
SunTrust Securities Inc.   September 1994 - May 1996

Skills
Series 24, Series 63, Series 7, FINRA

Education
Carthage College

University of Minnesota-Twin Cities

Peter Sinton Peter Sinton Greater St. Louis Area Details
Peter Sinton's Wells Fargo Advisors, LLC Experience April 1998 - Present
Job Managing Director, FA Integration and Growth at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  October 2014 - Present
Wells Fargo Advisors LLC  April 1998 - Present
Wachovia Securities, LLC  2005 - 2009
Evergreen Investments  1999 - 2005

Education
Carnegie Mellon University   1990 — 1994

Mike Lambrakis Mike Lambrakis Long Beach, California Details
Mike Lambrakis'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
Michael S. Lambrakis, CPA   May 1997 - June 2012
Zambezi, Inc.   June 2006 - September 2009
Power Circuits, Inc   May 1985 - July 1999
Roniss and Lambrakis   December 1982 - May 1997

Education
California State University-Long Beach   1975 — 1979
Bachelor of Science (B.S.), Accounting and Finance

Eddy Gouzenne Eddy Gouzenne Modesto, California Area Details
Eddy Gouzenne's Wells Fargo Advisors, LLC Experience July 2008 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2008 - Present

Education
California State University Stanislaus   2003 — 2008
MSBA, International Finance

Jonathan T. Tanaka Jonathan T. Tanaka Pasadena, California Details
Jonathan T. Tanaka's Wells Fargo Advisors, LLC Experience September 1976 - Present
Job Managing Director Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 1976 - Present

Skills
Wealth Management, Retirement Planning, Investments, Portfolio Management, Asset Allocation, Mutual Funds, Fixed Income, Non-profits, Alternative Investments, Securities, Retirement, Investment Strategies, Fixed Annuities, Investment Planning, Estate Strategies, Asset Management

Education
Brown University   1972 — 1976
Civil Engineering

Blake Freeman Blake Freeman San Francisco Bay Area Details
Blake Freeman'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
Wells Fargo Bank  August 2006 - September 2010

Education
California Lutheran University   2010 — 2013
MBA, MBA Financial Planning

University of California, Santa Barbara   2000 — 2004
BA, Psychology

Patrick Enriquez Patrick Enriquez Orange County, California Area Details
Patrick Enriquez's Wells Fargo Advisors, LLC Experience May 2007 - Present
Job Managing DirectorInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2007 - Present
Morgan Stanley  November 1999 - May 2007

Education
California State University-Fullerton
BS, Finance

Leanna Timmerman Leanna Timmerman Greater Atlanta Area Details
Leanna Timmerman's Wells Fargo Advisors, LLC Experience March 2008 - Present
Job Financial Advisor, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 2008 - Present
BB&T Bank  August 2006 - February 2008
Assisted Living Locators, Inc   October 2004 - February 2007

Education
Fairleigh Dickinson University   1977 — 1980
MBA, Business Administration

Bucknell University   1969 — 1971
BA, English, World Literature

Matthew Paniagua Matthew Paniagua Orange County, California Area Details
Matthew Paniagua's Wells Fargo Advisors, LLC Experience January 2010 - Present
Job Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2010 - Present
Quality Inn of Long Beach   September 2007 - July 2010
AIM Supported Living   October 2007 - March 2009
WayForward Technologies  June 2007 - August 2007
Guard Systems Inc   February 2005 - January 2007

Education
California State University-Long Beach   2007 — 2009

California State University-Long Beach - College of Business Administration   2007 — 2009
Psychology, Human Resource Management

Kosling Paul Kosling Paul Columbus, Ohio Area Details
Kosling Paul's Wells Fargo Advisors, LLC Experience January 2009 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2009 - Present
A.G. Edwards & Sons, Inc.   May 1984 - January 2008

Education
Capital University Law School   1980 — 1982
Law

Wittenberg University   1974 — 1978
B.A., Biology / English

Peter Gordinier Peter Gordinier Greater New York City Area Details
Peter Gordinier's Wells Fargo Advisors, LLC Experience May 2009 - Present
Job Financial Advisor, Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2009 - Present
Smith Barney  January 1996 - April 2009
Morgan Guaranty Trust Co.  January 1986 - January 1996

Skills
Wealth Management, Retirement Planning, Asset Allocation, Insurance, Strategic Financial..., Mutual Funds, Securities, Financial Analysis, Series 7, Series 63, Asset Management, Risk Management, Investments, Investment Advisory, Retirement, Investment Strategies, Equities, Financial Advisory, Finance, Fixed Income, Portfolio Management, Financial Planning

Education
Bucknell University   1981 — 1985
BA, Economics

Thomas Bonthuis Thomas Bonthuis Goldsboro, North Carolina Details
Thomas Bonthuis's Wells Fargo Advisors, LLC Experience April 2013 - December 2014
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2013 - December 2014
Distribution Planning, Inc.   1994 - 2008
MarketPlace Media, Inc.   1991 - 1994
Shearson Lehman Brothers  1987 - 1991
Old Kent Bank of Kalamazoo   1985 - 1987

Skills
Mergers, Loans, Finance, Start-ups, Retirement, IRAs, Small Business, Retirement Planning, Strategic Planning, Business Strategy, Budgets, Process Improvement, Commercial Banking, Management Consulting, Management, Investment Strategies

Education
Purdue University - Krannert School of Management   1978 — 1979
M.S.M., Finance

Calvin College   1974 — 1978
B.A., Political Science

Calvin Christian High School

Calvin Christian High School

Robert Kirkland Robert Kirkland Orange County, California Area Details
Robert Kirkland's Wells Fargo Advisors, LLC Experience June 2009 - October 2012
Job Financial Advisor at Valic Financial Advisors LLC
Industry Financial Services
Experience
Valic Financial Advisors LLC   December 2012 - Present
Wells Fargo Advisors, LLC   June 2009 - October 2012
HSBC / HFC   August 1996 - December 2008

Skills
Fluent in German, Leadership, Investments, Management, Finance, Sales, Sales Management, Time Management, Life Insurance, Wealth Management, Mortgage Lending, Banking, Series 7, Credit, Loans

Education
Central College   1990 — 1991
study abroad

University of Redlands   1989 — 1991
Political Science, German

Bitburg High School   1983 — 1985

Nancy Micheletti Nancy Micheletti Providence, Rhode Island Area Details
Nancy Micheletti's Wells Fargo Advisors, LLC Experience October 2010 - June 2011
Job Personal Legacy Advisor
Industry Financial Services
Experience
Wealth Impact Partners   January 2011 - Present
ValMark Securities  January 2011 - Present
Wells Fargo Advisors, LLC   October 2010 - June 2011
Security National Lending   September 2005 - January 2008
Texas Instruments  May 1989 - September 2001

Education
Bryant University   1994 — 1998
Masters in Business Administration, MBA, Business / Finance

Bryant University   1985 — 1989
BS, Finance / Accounting

Nancy Eckert Nancy Eckert Orange County, California Area Details
Nancy Eckert's Wells Fargo Advisors, LLC Experience May 2007 - Present
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2007 - Present
Smith Barney  October 1986 - May 2007

Education
California State University-Fullerton   1972 — 1974
BA, Communications

Chaffey College   1970 — 1972
AA, Journalism/General Education

Jenna Gangemi Jenna Gangemi Orange County, California Area Details
Jenna Gangemi's Wells Fargo Advisors, LLC Experience February 2009 - March 2010
Job Registered Client Service Associate at Citi
Industry Financial Services
Experience
Citi  July 2012 - Present
Wells Fargo Advisors, LLC   February 2009 - March 2010
Smith Barney Citigroup  May 2007 - February 2009
Alexander's Mobility Service   September 2006 - May 2007
Bloomingdales  January 2005 - May 2006
Parallel  September 2004 - January 2005
Macy's  July 2001 - December 2002

Skills
Sales, Fixed Annuities, Management, Accounting, Financial Analysis, Retirement Planning, Securities, Portfolio Management, Mutual Funds, Customer Service, Financial Modeling, Microsoft Word, Outlook

Education
California State University-Long Beach - College of Business Administration   2007 — 2009
Bachelor of Science (B.S.), Finance, Real Estate, and Business Law

Orange Coast College   2006 — 2008
AA, Business Economics

Fashion Institute of Design & Merchandising   2004 — 2005
Product Development

Folkungaskolan   2003 — 2004
Exchange Student

Paula Kalandiak, CFA Paula Kalandiak, CFA Greater Los Angeles Area Details
Paula Kalandiak, CFA's Wells Fargo Advisors, LLC Experience June 2014 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 2014 - Present
Wedbush Securities  January 2010 - June 2014
ICR  April 2008 - November 2008
First Albany Capital  October 2006 - January 2008
Roth Capital Partners  March 2004 - September 2006
Wells Fargo Securities  August 2000 - March 2004

Skills
Finance, Investments, Equities, Capital Markets, Financial Modeling, Valuation, Financial Analysis, Equity Research

Education
New York University - Leonard N. Stern School of Business   1996 — 1998
MBA, Finance

Brown University   1986 — 1990
Bachelor of Arts (B.A.), International Relations and Affairs

David Bogosian David Bogosian Providence, Rhode Island Area Details
David Bogosian's Wells Fargo Advisors, LLC Experience January 2011 - Present
Job First Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2011 - Present
Morgan Stanley  September 1994 - January 2011
LGC&D  September 1990 - September 1994

Skills
Series 7, Investments, Series 63, Strategic Financial..., Mutual Funds, Investment Advisory, 401k, Asset Allocation, Estate Planning, Investment Strategies, Financial Advisory, Securities, Uniform Combined State..., Alternative Investments, Retirement, Financial Planning, Finance

Education
Bryant University   1986 — 1990
Bachelor of Science (BS), Accounting

Patrick DeBoer, CRPC® Financial Advisor Patrick DeBoer, CRPC® Financial Advisor Newport Beach, California Details
Patrick DeBoer, CRPC® Financial Advisor's Wells Fargo Advisors, LLC Experience 2010 - Present
Job at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2010 - Present
Merrill Lynch  2010 - 2012
American Pacific Industries   2007 - March 2010
Banc of America Investments  2003 - 2007
US Bancorp/Piper Jaffray   2001 - 2003

Education
California State University-Long Beach - College of Business Administration   1993 — 1996
BS, Finance

Kenneth Tavernier Kenneth Tavernier San Francisco Bay Area Details
Kenneth Tavernier's Wells Fargo Advisors, LLC Experience March 2009 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 2009 - Present

Skills
Strategic Planning, Series 7, Banking, Investments, Strategic Financial...

Education
California State University-Chico

Joe Zawistowski, CFA Joe Zawistowski, CFA Hudson, Ohio Details
Joe Zawistowski, CFA's Wells Fargo Advisors, LLC Experience May 1987 - Present
Job Branch Manager; Senior Vice President Investments Senior PIM Portfolio Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 1987 - Present
Paine Webber  October 1985 - May 1987

Education
Syracuse University - Martin J. Whitman School of Management   1981 — 1984
MBA, Finance, Marketing

Case Western Reserve University   1975 — 1979
BS, Mathematical Statistics, Economics

James Tapia James Tapia Greater New York City Area Details
James Tapia's Wells Fargo Advisors, LLC Experience July 2002 - Present
Job Senior Vice President at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2002 - Present
UBS  June 2000 - May 2003

Education
Bryant University
BA, Finance

Phillip Masters Phillip Masters Greater Los Angeles Area Details
Phillip Masters's Wells Fargo Advisors, LLC Experience March 2009 - Present
Job at Wells Fargo Advisors, LLC
Industry Capital Markets
Experience
Wells Fargo Advisors, LLC   March 2009 - Present
Riverside Batting Cages   January 2006 - August 2007

Education
California State Polytechnic University-Pomona   2006 — 2011
BS, Finance

Jeffrey Wiltse Jeffrey Wiltse Las Vegas, Nevada Area Details
Jeffrey Wiltse's Wells Fargo Advisors, LLC Experience August 2014 - Present
Job Senior Registered Client Associate at WELLS FARGO ADVISORS, LLC
Industry Financial Services
Experience
WELLS FARGO ADVISORS, LLC   August 2014 - Present
Ameriprise Financial Services, Inc.   May 2012 - October 2013
Ignite Funding   November 2010 - March 2012
TD Ameritrade  December 2009 - October 2010
Charles Schwab Brokerage and Bank   December 2005 - October 2008
WestPark Capital   June 2005 - November 2005
Safeco Investment Services, Inc   April 2002 - May 2003

Skills
Sales Management, Investments, Asset Management, Relationship Development, Direct Sales, Sales Process, Asset Managment, Inter-personal, Series 63, Series 7, Retirement Planning, Insurance, Finance, Mutual Funds, Retirement, Wealth Management, Strategic Financial..., Securities, Mortgage Lending, Financial Advisory, Financial Services, Loans, Financial Planning

Education
University of California, Santa Barbara   2001 — 2004
Bachelor of Arts, Philosophy of the Ethics of Public Policy

Bryant University
Financial Planning Certificate Program, Financial Planning and Services

Ailsa Yew Ailsa Yew Greater Los Angeles Area Details
Ailsa Yew's Wells Fargo Advisors, LLC Experience June 2009 - October 2009
Job Marketing Analyst at Southern California Edison
Industry Utilities
Experience
Southern California Edison  September 2011 - Present
Southern California Edison  August 2010 - September 2011
Skilset Communications   2008 - 2010
Wells Fargo Advisors, LLC   June 2009 - October 2009
RPA  May 2008 - August 2008

Skills
Fundraising, Data Analysis, Program Management, Advertising, Nonprofits, Strategic Planning, Microsoft Office, Marketing Strategy, Customer Service, Leadership, Strategy

Education
UCLA Anderson School of Management   2014 — 2017

University of Southern California - Marshall School of Business   2006 — 2010
B.S., Business Administration - Product & Brand Management, Strategic Management, International Finance

Caltech   2012 — 2012
Project Management Professional (PMP) Certification

National University of Singapore   2009 — 2009
Study Abroad Program, International Finance, Marketing & Branding

Fudan University   2007 — 2007
Summer Conference & Study Program, International Business

Tetonia Blossom Tetonia Blossom Phoenix, Arizona Area Details
Tetonia Blossom's Wells Fargo Advisors, LLC Experience March 2009 - December 2010
Job Project Manager at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage  March 2015 - Present
Wells Fargo Home Mortgage  August 2013 - March 2015
Wells Fargo Home Mortgage  December 2010 - August 2013
Wells Fargo Advisors, LLC   March 2009 - December 2010
AEI Consultants  2005 - 2008

Skills
Public Speaking, Editing, Customer Service, PowerPoint, Microsoft Office, Program Management, Community Outreach, Social Media, Blogging, Research, Due Diligence, Copy Editing, PeopleSoft, Books, Published Author, Creative Writing, Screenwriting, Novels, Fiction Writing, Management, Nonprofits

Education
California State University-Northridge   2000 — 2008
Bachelor of Arts (B.A.), Playwriting and Screenwriting

California State University-Northridge   2000 — 2008
Bachelor of Arts (B.A.), Social Sciences

Linh Le Linh Le San Francisco Bay Area Details
Linh Le's Wells Fargo Advisors, LLC Experience 2005 - 2014
Job Senior Registered Client Associate at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC  2005 - 2014

Education
California State University-East Bay

Ruth Rajkowski Ruth Rajkowski Greater Philadelphia Area Details
Ruth Rajkowski's Wells Fargo Advisors, LLC Experience February 2012 - September 2014
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2012 - September 2014
Wachovia Securities Financial Network  December 2004 - February 2012
Prudential Financial  May 1998 - December 2004

Skills
Change Management, Project Management, Process Management, Customer Support, Complaint Management, Regulatory Compliance

Education
Cecil College
Associate's Degree, Accounting

Joel Remmenga Joel Remmenga United States Details
Joel Remmenga's Wells Fargo Advisors, LLC Experience 2003 - Present
Job Managing DirectorInvestments, Wells Fargo Advisors, LLC
Industry Investment Management
Experience
Wells Fargo Advisors, LLC   2003 - Present

Skills
Management, Financial Risk, Investments, Portfolio Management, Finance, Financial Analysis, Mutual Funds

Education
California Lutheran University   1978 — 1982
Bachelor of Science (BS), Business Administration

James Tapia James Tapia Greater New York City Area Details
James Tapia's Wells Fargo Advisors, LLC Experience January 2003 - Present
Job Senior Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2003 - Present
UBS  2000 - 2003

Education
Bryant College

Ryan Mathis Ryan Mathis Sugar Land, Texas Details
Ryan Mathis's Wells Fargo Advisors, LLC Experience October 2009 - Present
Job First Vice President Branch Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2009 - Present

Education
Southern Methodist University   1987 — 1990
Bachelor of Arts (BA), business/finance

California State University-Fresno   1985 — 1987

TJ Stewart TJ Stewart Cincinnati, Ohio Details
TJ Stewart's Wells Fargo Advisors, LLC Experience December 2014 - Present
Job PCG Control Specialist at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC  December 2014 - Present
Wells Fargo Advisors LLC  August 2013 - December 2014
Citi  April 2011 - August 2013

Skills
Securities, Brokerage, Supervision, Back Office, Trading, Financial Services, AML

Education
Brown Mackie College-Cincinnati   2004 — 2005
Associate's degree, Business Management

Brown Mackie College-Cincinnati   2002 — 2004
Associate's degree, Computer Programming

Frederick (Rick) Turner Frederick (Rick) Turner Woodbridge, New Jersey Details
Frederick (Rick) Turner's Wells Fargo Advisors, LLC Experience June 2002 - Present
Job Managing Director Investments, Senior Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 2002 - Present
UBS Wealth Management  April 2000 - May 2002

Skills
Investments, Asset Allocation, Retirement, Retirement Planning, Mutual Funds, Finance, Insurance, Securities, Financial Services

Education
Bucknell University   1994 — 1998
Bachelor of Science (B.S.), Economics and Business Administration

Hopewell Valley Central High School   1990 — 1994

Brett Floyd Brett Floyd Idaho Falls, Idaho Details
Brett Floyd's Wells Fargo Advisors, LLC Experience October 2013 - Present
Job Senior Financial Advisor at Wells Fargo Advisors, LLC Senior Vice President Investments
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2013 - Present
Merrill Lynch  September 1983 - October 2013

Skills
Asset Allocation, Investments, Retirement Planning, Deferred Compensation..., Retirement Plan (401k)..., Business Owner Planning..., Multi-generational..., Financial Advisory, Deferred Compensation, Financial Analysis, Insurance, Strategi Planning, Retirement Savings, Financial Services, Investment Strategies, Securities, Wealth Preservation..., Management, Leadership, Finance, Team Building

Education
Brigham Young University - Marriott School of Business   1980 — 1983
Bachelor's Degree, Business Management and Finance

Brigham Young University - Idaho   1979 — 1980
Business Administration and Management, General

Brigham Young University - Idaho   1976 — 1977
General Studies

Bonneville High School   1972 — 1976
High School

Michele Molitor Michele Molitor Plantsville, Connecticut Details
Michele Molitor's Wells Fargo Advisors, LLC Experience 2009 - Present
Job Sr. Registered Client Associate
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2009 - Present
Bank of America  June 2004 - March 2009

Education
Central Connecticut State University   1999 — 2004
International Business

Glenn Rudy Glenn Rudy Melville, New York Details
Glenn Rudy's Wells Fargo Advisors, LLC Experience July 2014 - Present
Job Compliance Specialist at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2014 - Present
Wells Fargo Advisors LLC  August 2009 - June 2014
UBS  1981 - 2009

Education
Brown University   1968 — 1973
Bachelor’s Degree, American History (United States)

Heather McCune Heather McCune San Francisco Bay Area Details
Heather McCune's Wells Fargo Advisors, LLC Experience 2014 - Present
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2014 - Present
Carter Financial   2012 - 2014
KinderCare  2012 - 2012
ECC English Academy  2010 - 2011

Skills
Organized, efficient,...

Education
California State University San Marcos
Bachelor of Arts (B.A.), Psychology

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