Wells Fargo Advisors, LLC

Industry: Subsidiary

Description

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

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

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

Wells Fargo Advisors, LLC Employees

Employee
Years
Job
Industry
Jenna Snyder Jenna Snyder New York, New York Details
Jenna Snyder's Wells Fargo Advisors, LLC Experience April 2013 - January 2014
Job Analyst at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management  August 2015 - Present
Marist College  September 2012 - Present
Marist College  September 2012 - Present
UBS Wealth Management  June 2014 - August 2014
Wells Fargo Advisors, LLC   April 2013 - January 2014
Marist College  August 2012 - December 2013
Enterprise Ireland  January 2013 - May 2013
Township of Cumru   June 2010 - August 2012
Marist College  August 2011 - May 2012

Skills
Organization, Microsoft Excel, Microsoft Word, Hardworking, Event Planning, Leadership, Time Management, Recruiting, Customer Service, Facebook, Budgets, Accounting, Teamwork, PowerPoint, Event Management

Education
Marist College   2011 — 2015
Bachelor of Science (BS) and Bachelor of Arts (BA), Business Administration: Finance and Economics, Senior

Trinity College Dublin   2013 — 2013
Business Administration and Management, General

East China Normal University   2012 — 2012
Global Business

David Nesbit David Nesbit Mckinney, Texas Details
David Nesbit's Wells Fargo Advisors, LLC Experience 2008 - Present
Job Senior Financial Advisor, First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2008 - Present
Citi  2004 - 2008
Edward Jones  2001 - 2004

Skills
401k Rollovers, Asset Allocation, Financial Analysis, Financial Services, Fixed Income Strategies, Investment Strategies, Investments, Retirement, Retirement Plan..., Retirement Planning, Risk Management, Mutual Funds, Bonds, Unit Investment Trusts, Income Strategies, Annuities, Tax Efficient Strategies, Preferreds

Education
Dallas Baptist University   1990 — 1993
Master of Business Administration (MBA), Finance, General

University of North Texas   1984 — 1987
Bachelor of Business Administration (BBA), Finance, General

Maria Bollo Maria Bollo Tampa, Florida Details
Maria Bollo's Wells Fargo Advisors, LLC Experience March 2013 - Present
Job Client Associate Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 2013 - Present

Education
Duquesne University

Denny Marinich Denny Marinich Cincinnati Area Details
Denny Marinich's Wells Fargo Advisors, LLC Experience December 2005 - Present
Job Associate Vice President Investments At Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   December 2005 - Present

Education
Cornell University   2003 — 2007
Bachelor of Science, Hospitality Administration

Moeller High School

Trenton Lay Trenton Lay Greater Seattle Area Details
Trenton Lay's Wells Fargo Advisors, LLC Experience March 2011 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 2011 - Present
Wells Fargo Bank  April 2005 - March 2011
Wells Fargo Bank  August 2004 - April 2005

Skills
401(k) Rollovers, Asset Allocation, Estate Investment..., Financial Services, Insurance, Investments, Retirement Planning, Risk Management, Strategic Planning, Wealth Analysis, Annuities, Business Development, Customer Service, Deferred Compensation..., Financial Advisory, Financial Analysis, Investment Planning, Investment Strategies, Leadership, Management, Multigenerational..., Mutual Funds, Organization Skills, Project Management, Relationship Management, Retirement, Retirement Plan..., Retirement Savings, Securities, Stock Analysis, Tax Efficient Strategies, Team Building, Volunteering, Wealth Preservation..., Fixed Annuities

Education
Dixie State University   2000 — 2003
Bachelor of Science, Business Administration

Pine View High School   1993 — 1997

Erik Boyme Erik Boyme Lincoln, California Details
Erik Boyme's Wells Fargo Advisors, LLC Experience June 2008 - April 2012
Job Financial Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial  April 2012 - Present
Wells Fargo Advisors, LLC   June 2008 - April 2012
UBS Wealth Management  January 2005 - June 2008
UBS Global Asset Management  November 1997 - December 2004
The Northern Trust International Banking Corporation   1995 - 1997

Skills
Strategic Financial..., Mutual Funds, Investments, Retirement Planning, Alternative Investments, Asset, Estate Planning, Business Valuation, Accounting, Long-term Care, Financial Reporting, Financial Analysis

Education
Northwestern University - Kellogg School of Management   2000 — 2003
MBA, Marketing and (Management and Strategy)

DePaul University   1989 — 1994
BS, Accounting

Laura Panebianco, CEBS Laura Panebianco, CEBS Raleigh, North Carolina Details
Laura Panebianco, CEBS's Wells Fargo Advisors, LLC Experience May 2014 - Present
Job Financial Advisor, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2014 - Present
LSM Insurance Associates   August 2008 - March 2010
Aon Consulting Group   October 2002 - November 2004
Aon Consulting Group   April 2000 - October 2002
Aon Consulting Group   July 2001 - September 2001
Mercer Delta Consulting  December 1997 - April 2000
New Jersey Symphony Orchestra  October 1996 - December 1997
New Jersey Symphony Orchestra  June 1996 - October 1996

Skills
Employee Benefits, Human Resources, Insurance, Benefits Design, Account Management, Finance

Education
The Johns Hopkins University   2000 — 2002
Master of Science (MS), Organization Development / Human Resources

Duquesne University   1992 — 1996
Bachelor of Science (BS), Business Administration and Management, General

Penn-Trafford High School

Helen Marie Riley, CFP® Helen Marie Riley, CFP® Wilmington, North Carolina Details
Helen Marie Riley, CFP®'s Wells Fargo Advisors, LLC Experience January 2008 - Present
Job Sr. Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2008 - Present
SunTrust Investment Services  December 2002 - January 2008

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training

Education
East Carolina University - College of Business   1996 — 2000
Bachelor of Science (B.S.), Business Administration with a concentration in Financial Services

Nick Koehler Nick Koehler Rogers, Arkansas Details
Nick Koehler's Wells Fargo Advisors, LLC Experience 2012 - Present
Job Financial Advisor & Branch Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2012 - Present
Wells Fargo Advisors, LLC   2002 - Present

Skills
Retirement Planning, Mutual Funds, Financial Analysis, Insurance, IRAs, Investments, Asset Allocation, Customer Service, Finance, Financial Services, Retirement, 401k Rollovers

Education
Eastern Illinois University   1997 — 2001
Bachelor of Science, Business

Elise Kern Elise Kern Woodbury, New York Details
Elise Kern's Wells Fargo Advisors, LLC Experience January 2011 - Present
Job Senior Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2011 - Present
Morgan Stanley  June 1989 - January 2011

Education
Dowling College   1994 — 1996
Master of Business Administration (M.B.A.), Banking and Financial Support Services

SUNY Albany   1985 — 1989
Bachelor of Arts (B.A.), English Language and Literature, General

Joseph Fearday Joseph Fearday Effingham, Illinois Details
Joseph Fearday's Wells Fargo Advisors, LLC Experience November 2009 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 2009 - Present
SKL Investment Group, LLC   October 2001 - November 2009

Education
Eastern Illinois University   1998 — 2001
Bachelors of Science, Business

Becky Cummings, PMP, SPHR, SCP Becky Cummings, PMP, SPHR, SCP Greater St. Louis Area Details
Becky Cummings, PMP, SPHR, SCP's Wells Fargo Advisors, LLC Experience 1980 - 2009
Job Project Management Training & Development
Industry Financial Services
Experience
Wells Fargo Advisors  April 2011 - Present
Southern Illinois University Edwardsville  January 2007 - Present
Celtic Consulting   October 2010 - January 2011
Wells Fargo Advisors, LLC   1980 - 2009

Skills
Project Management, Business Process..., Team Leadership, Customer Service, PMP, Management, Leadership, Training, Instructional Design, Project Planning, Cross-functional Team..., Staff Development, Change Management, Strategic Planning, Process Improvement, Human Resources, Consulting, Organizational...

Education
Eastern Illinois University
BS in Education

Southern Illinois University, Edwardsville
MBA

Phil Rouse Phil Rouse Albany, Georgia Details
Phil Rouse's Wells Fargo Advisors, LLC Experience November 2013 - August 2015
Job Financial Advisor
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 2013 - August 2015
Centurion Medical Products  September 1994 - November 2013
United States Air Force  September 1987 - November 1991

Skills
Financial Advisory, Retirement Planning, 401k Rollovers, Retirement Savings, Mutual Funds, Relationship Management, Financial Services, Investments, Financial Analysis, Wealth Preservation..., Business Owner Planning, Variable Annuities, Life Insurance, Fixed Annuities, IRAs, SEP IRA, Roth IRA, 529 Plans, Stocks, Long-term Care, Healthcare, Retirement, Leadership, Investment Strategies, Customer Service, Team Building

Education
Century University   1994 — 1996
Bachelor's Degree, Health/Health Care Administration/Management

Community College of the US Air Force   1989 — 1991
Associate's Degree, Fire Science/Fire-fighting

Caprice Leinonen Caprice Leinonen Bellevue, Washington Details
Caprice Leinonen's Wells Fargo Advisors, LLC Experience January 2011 - October 2014
Job Enthralled with innovation... looking for new ideas.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2011 - October 2014
PSC, LLC  June 2007 - December 2010
Lake Washington Technical College  March 2010 - July 2010
Bellevue College  September 2009 - January 2010
Children's Institute for Learning Differences/CHILD   2009 - 2010
Siemens / Shared Medical Systems   September 1986 - June 2007
Siemens Medical Solutions, Health Services, USA   2000 - 2007
Garden City Osteopathic Hospital  1980 - 1985

Skills
Life Insurance, Financial Services, Qualified Retirement..., Long Term Care Insurance, Retirement Income..., Healthcare IT Strategies, Healthcare Information..., Medical Technology

Education
Eastern Michigan University   1982 — 1984
BS, Medical Technology & Biochemistry

Loyola University Chicago

Loyola University Chicago

Loyola University Chicago

Lee Dwyer Lee Dwyer Cedar Rapids, Iowa Details
Lee Dwyer's Wells Fargo Advisors, LLC Experience June 2009 - August 2011
Job Producer at CBS 2 (KGAN)
Industry Broadcast Media
Experience
Sinclair Broadcast Group  March 2014 - Present
Cedar Rapids Country Club  May 2012 - August 2012
Wells Fargo Advisors, LLC   June 2009 - August 2011

Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Social Media, Data Entry, Facebook, Social Networking, Finance, Video Production

Education
Doane College   2011 — 2014
B.A., Business

Todd W. Shand, CFP® Todd W. Shand, CFP® Raleigh-Durham, North Carolina Area Details
Todd W. Shand, CFP®'s Wells Fargo Advisors, LLC Experience December 2005 - Present
Job Vice President Investment Officer with Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   December 2005 - Present
Morgan Stanley  January 1999 - December 2005

Education
Duke University   2007 — 2008
Advanced Education, Certified Financial Planning

Mount Olive College
Bachelor Science, Organizational Development

Western Michigan University
Associate Business, Paralegal

Dominick Bonanno Dominick Bonanno Greater New York City Area Details
Dominick Bonanno's Wells Fargo Advisors, LLC Experience January 2009 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2009 - Present
Citigroup Global Markets  September 2003 - January 2009

Skills
Investments, Retirement Planning, Finance, Asset Allocation, Mutual Funds, Retirement, Securities, Financial Services, Alternative Investments, Asset Management, Equities, Fixed Income, Fianancial Advisory

Education
Dowling College   1989 — 1993
Bachelor of Business Administration (B.B.A.), Finance, General

Mindy Ahern Mindy Ahern San Francisco Bay Area Details
Mindy Ahern's Wells Fargo Advisors, LLC Experience June 2014 - Present
Job Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 2014 - Present
Farmers Insurance  July 2010 - June 2014

Skills
Workers Compensation, Insurance, Sales, Team Building, Event Planning, Professional Liability, Customer Service, Underwriting, Marketing, Leadership, Training

Education
CSU Chico

Dominican University of California
BS, Business Administration

Arthur H. Renier III, CFP® Arthur H. Renier III, CFP® Oak Brook, Illinois Details
Arthur H. Renier III, CFP®'s Wells Fargo Advisors, LLC Experience January 2009 - Present
Job Financial Advisor | Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2009 - Present
Merrill Lynch  October 1995 - January 2009

Skills
Investments, Financial Services, Financial Advisory, Retirement Planning, Financial Analysis, Strategic Planning, Fixed Income, Retirement, Asset Allocation, Risk Management

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2000 — 2003
Master of Business Administration (MBA)

Drake University   1990 — 1994
Bachelor of Science (BS)

Weber HS

Casey Mein Casey Mein Liberal, Kansas Details
Casey Mein's Wells Fargo Advisors, LLC Experience May 2007 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2007 - Present
A.G. Edwards   August 1997 - May 2007
A.G. Edwards   May 1995 - August 1997

Skills
Retirement Planning, IRAs, Fixed Annuities, Retirement Income..., Saving for Education, Insurance

Education
Kansas State University   1992 — 1995
Bachelor of Business Administration (B.B.A.), Marketing

Dodge City Community College   1990 — 1992
Associate of Arts (A.A.), Business Administration and Management, General

Peter Bogardus Peter Bogardus Mill Valley, California Details
Peter Bogardus's Wells Fargo Advisors, LLC Experience April 2014 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2014 - Present
Morgan Stanley  August 2011 - April 2014
Bogardus & Associates, P.C.   March 1998 - August 2011
City of Salida, Colorado   January 2004 - July 2011

Skills
Asset Allocation, Retirement Planning, Business Retirement..., Life Insurance, Diversifying...

Education
Dartmouth College   1983 — 1987
A.B., English

University of Washington School of Law   1991 — 1994
Juris Doctor

University of Washington   1992 — 1995
Master of Science (M.S.), College of Forest Resources, Natural Resource Policy and Management

Amanda Simconis Amanda Simconis Columbia, South Carolina Area Details
Amanda Simconis's Wells Fargo Advisors, LLC Experience October 2013 - Present
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2013 - Present
BB&T  January 2009 - October 2013
BB&T  January 2008 - July 2008
Vanguard  May 2007 - August 2007

Skills
Wealth Management, Finance, Private Banking, Relationship Management, Analysis, Leadership, Portfolio Management, Strategic Financial..., Loans, Financial Planning, Credit, Commercial Lending, Retirement Planning, Consumer Lending, Credit Analysis, Retail Banking, Small Business Lending

Education
East Carolina University   2005 — 2008
Business, Finance

Chase Cranford Chase Cranford Southern Pines, North Carolina Details
Chase Cranford's Wells Fargo Advisors, LLC Experience September 2007 - August 2009
Job Chief Financial Officer at Contenda Health, LLC
Industry Marketing and Advertising
Experience
Contenda Marketing Group, LLC   January 2013 - Present
Old North Capital Partners, LP   July 2011 - December 2012
Randolph Investment Services   September 2009 - July 2011
Wells Fargo Advisors, LLC   September 2007 - August 2009

Skills
Financial Analysis, Risk Management, Forecasting, Strategic Planning, Futures Trading, Alternative Assets, Alternative Investments, Real Estate Economics, Commodity Markets, Commodity Risk..., Commodity Pricing, Energy Derivatives, Equity Derivatives, Options, Portfolio Management, Investments, Investment Strategies, Private Equity, Currency, Derivatives, Fixed Income

Education
East Carolina University   2002 — 2006
BS, Political Science and Government

Judith McNiff, CFP® Judith McNiff, CFP® Deerfield, Illinois Details
Judith McNiff, CFP®'s Wells Fargo Advisors, LLC Experience July 2011 - Present
Job Financial Advisor, First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2011 - Present
Morgan Stanley Smith Barney  November 2005 - July 2011
Harris Investor Services  January 1994 - November 2005

Skills
Retirement Planning, Investments, Asset Allocation, Insurance, Investment Strategies, 401k Rollovers, Investment Planning, Tax-efficient Strategies, Wealth Preservation..., Mutual Funds & Annuities

Education
Eastern Illinois University   1971 — 1975
BS, Home Economics

James Lyday James Lyday Greater Nashville Area Details
James Lyday's Wells Fargo Advisors, LLC Experience November 2012 - November 2014
Job Managing Director at Ridge Retirement Consultants, LLC
Industry Financial Services
Experience
Raymond James Financial Inc.  November 2014 - Present
Raymond James Financial Inc.  November 2014 - Present
Wells Fargo Advisors, LLC   November 2012 - November 2014
Lincoln Financial Group  June 2011 - September 2011
Prudential Financial  November 2005 - June 2011
Principal Financial Group  May 2003 - November 2005
MetLife  June 1999 - May 2003
New York Life Insurance Company  June 1996 - May 1999
CIGNA Retirement  June 1995 - May 1996
Principal Financial Group  June 1992 - May 1995

Skills
Defined Contribution, Retirement Plan..., Defined Benefit, 401k, Wealth Management, Financial Advisory, Retirement Planning, Investment Strategies, Mutual Funds, Equities, Bonds, Alternative Investments, Deferred Compensation, Fiduciary Services, Asset Allocation, Pensions, Series 7, Investment Advisory

Education
Drake University   1989 — 1992
BS, Corporate Finance, Economics

University of Delaware   1988 — 1989
Finance, Economics, International Studies

Allianz Global Investors Center for Behavioral Finance
Certified Behavioral Financial Analyst, Behavioral Finance

Andrew T. Arcangel Andrew T. Arcangel Greater New York City Area Details
Andrew T. Arcangel's Wells Fargo Advisors, LLC Experience August 2010 - June 2011
Job Founder, Chairman, & CEO true athelite Sportswear | 2012 Rookie CEO of the Year (Under30CEO)
Industry Sporting Goods
Experience
True Athelite, LLC   January 2011 - Present
Wells Fargo Advisors, LLC   August 2010 - June 2011
Reyes-Arcangel Medical Clinic   May 2008 - June 2011
The Fordham University Entrepreneurship Society   October 2010 - May 2011

Skills
Entrepreneurship, Financial Analysis, Web Development, Product Development, Business Development, Social Media Marketing, Marketing Strategy, Budgets, Social Media, SEO, Management, Leadership, Supply Chain Management, Budgeting, Organizing, Public Relations, Research, Start-ups, Analysis, Marketing, Market Research, Blogging, Strategy, Competitive Analysis, Microsoft Excel

Education
Columbia University in the City of New York   2011 — 2012
Marketing

Fordham University   2007 — 2011
B.S., Business Administration

Alex Helms Alex Helms Charlotte, North Carolina Area Details
Alex Helms's Wells Fargo Advisors, LLC Experience December 2008 - June 2009
Job Membership Advantage Specialist Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank  October 2014 - Present
Fifth Third Bank  December 2013 - October 2014
Buckeye International  November 2009 - November 2013
Wells Fargo Advisors LLC  December 2008 - June 2009

Skills
Marketing Strategy, Analysis, Customer Service, Advertising, Time Management, Market Research, Awesomeness, Marketing Research, Leadership, Swag, Event Planning

Education
East Carolina University - College of Business   2004 — 2008
Business Administrative, Marketing

Amy Bullivant Amy Bullivant Philadelphia, Pennsylvania Details
Amy Bullivant's Wells Fargo Advisors, LLC Experience September 1988 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 1988 - Present

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

Education
Drexel University   1984 — 1988
Bachelor of Science (BS), Finance, General

Donald C. Rasweiler Donald C. Rasweiler Short Hills, New Jersey Details
Donald C. Rasweiler's Wells Fargo Advisors, LLC Experience May 2012 - Present
Job Financial Advisor / First Vice President Investments Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2012 - Present

Skills
Asset Allocation, Investments, Mutual Funds, Separately Managed..., 401k, Securities, Options, Financial Advisory, Alternative Investments, ETFs, Retirement Planning, Fixed Income, Bonds, Fixed Annuities, Retirement, Estate Planning, Investment Strategies, Municipal Bonds, Equities, Hedge Funds, Financial Markets, Trading

Education
Drew University   1981 — 1985
Bachelor of Arts (B.A.), Economics

Tilton School   1976 — 1981

Brian Kashlak Brian Kashlak Saint Petersburg, Florida Details
Brian Kashlak's Wells Fargo Advisors, LLC Experience September 2001 - Present
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 2001 - Present

Education
Duquesne University   1987 — 1991
Bachelor of Science (B.S.), Finance

Greg Bennett, MBA Greg Bennett, MBA Charlotte, North Carolina Area Details
Greg Bennett, MBA's Wells Fargo Advisors, LLC Experience February 1996 - June 2013
Job Managing Principal at BluHawk Wealth Management
Industry Investment Management
Experience
BluHawk Wealth Management   June 2013 - Present
Wells Fargo Advisors, LLC   February 1996 - June 2013
Ernst & Young  May 1995 - February 1996
BlueCross BlueShield of SC  June 1994 - May 1995
Raytheon  May 1988 - August 1992

Skills
Investments, Finance, Management, Budgets, Financial Services, Series 7, Asset Allocation, Wealth Management..., Retirement Planning, Series 63, Mutual Funds, Alternative Investments, Investment Strategies, Investment Advisory, Wealth Management, Portfolio Management, Asset Management, Retirement, Strategic Financial..., Series 65

Education
Duke University - Fuqua School of Business   1992 — 1994
Master of Business Administration (MBA)

The University of Iowa   1984 — 1988
Bachelor of Business Administration (BBA), Finance

Joseph Benedetti, AAMS®, CFP® Joseph Benedetti, AAMS®, CFP® Greater Chicago Area Details
Joseph Benedetti, AAMS®, CFP®'s Wells Fargo Advisors, LLC Experience June 1996 - November 2012
Job Owner, 4 Oaks Wealth Management, LLC
Industry Financial Services
Experience
4 Oaks Wealth Management LLC   November 2012 - Present
Wells Fargo Advisors, LLC   June 1996 - November 2012

Skills
Investment Advisory, Securities, Finance, Employee Benefits, FINRA, CRM, Management

Education
Cornerstone University   1992 — 1996
Accounting, Business

Faith Christian School   1989 — 1992

Medinah Christian

William Schultz, CFP®, CRC William Schultz, CFP®, CRC Collegeville, Pennsylvania Details
William Schultz, CFP®, CRC's Wells Fargo Advisors, LLC Experience April 2003 - Present
Job Vice President Investment Officer, Branch Supervisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2003 - Present
Morgan Stanley Smith Barney  2001 - 2003
HR Logic  2000 - 2001
Ecolab  1995 - 2000
Fidelity Bond and Mortgage   1986 - 1987

Skills
Retirement Planning, Investments, Mutual Funds, Finance, Employee Benefits, 401k, New Business Development, Insurance, Life Insurance, Fixed Annuities, Small Business, Public Speaking, Financial Analysis, Qualified Retirement..., Insurance Planning, Financial Planners

Education
Drexel University   1981 — 1986

Drexel University - LeBow College of Business   1981 — 1986
Marketing, Finance

Haverford High School   1977 — 1981

Natalia Sosnina Natalia Sosnina Greater New York City Area Details
Natalia Sosnina's Wells Fargo Advisors, LLC Experience September 2011 - May 2013
Job Real Estate Analyst, Distressed Debt Advisory at Case Property Services
Industry Financial Services
Experience
Moody's Investors Service  June 2015 - Present
Licensed Real Estate Broker  May 2007 - Present
Case Property Services   May 2013 - June 2015
Wells Fargo Advisors, LLC   September 2011 - May 2013
Signature Group Investments  January 2011 - May 2011
Citigroup  March 2005 - June 2006

Skills
Investments, Real Estate, Investment Properties, Leases, Asset Management, Portfolio Management, Negotiation, Investors, Property, Real Estate Financing, Residential Homes, Argus Modeling, Trepp, Financial Modeling, CMBS, NPL, Distressed Debt, Distress Properties, Brokerage, Private Equity

Education
New York University
MS, Real Estate Investment and Finance

Columbia University in the City of New York   2009 — 2010
Post-Baccalaureate Program in Business

Moscow State University of Technology   2002 — 2006
BS, Engineering

Investment Banking Institute
Financial Modeling and Valuation Training Program

Elsa Yan Elsa Yan New York, New York Details
Elsa Yan's Wells Fargo Advisors, LLC Experience September 2008 - July 2009
Job Engagement Manager with a Focus on Customer & Digital Strategy, PwC Advisory
Industry Management Consulting
Experience
PwC Advisory  August 2011 - Present
Microsoft Corporation  September 2010 - January 2011
McKesson  May 2010 - August 2010
Brainscape  October 2009 - May 2010
Wells Fargo Advisors, LLC   September 2008 - July 2009
Smith Barney  January 2005 - August 2008

Skills
Strategy, Consulting, Management, Business Strategy, Analytics, Customer Insight, Social Media, Cross-functional Team..., Leadership, Management Consulting, CRM, Financial Modeling, Finance, Financial Services, Financial Analysis, Market Research, Sales, Analysis

Education
Cornell University - S.C. Johnson Graduate School of Management   2009 — 2011
MBA, Consulting - Strategy, Marketing

University of California, San Diego
B.S. / B.A., Management Science, International Studies - Political Science

University of Oxford
Study Abroad

John Golen, AAMS®, CFP® John Golen, AAMS®, CFP® Greater Chicago Area Details
John Golen, AAMS®, CFP®'s Wells Fargo Advisors, LLC Experience 2002 - Present
Job First Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2002 - Present
ABN AMRO  October 1998 - November 1999
The Chicago Corporation  June 1987 - October 1998

Skills
Retirement Planning, Investments, Mutual Funds, Asset Allocation, Investment Strategies, 401k, Finance, Retirement, Financial Services, Hedge Funds, Securities, Insurance, Equities, Personal Finance, Fixed Income, IRAs, 401k Rollovers

Education
Saint Xavier University   1988 — 1992
MBA, Finance

DePaul University   1980 — 1982
BS, College of Commerce

Loras College   1977 — 1979
BS, Business Administration

James Vargo James Vargo Greater Pittsburgh Area Details
James Vargo's Wells Fargo Advisors, LLC Experience January 2014 - Present
Job Financial Advisor at The Lynches Seymour Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2014 - Present
Wells Fargo Advisors, LLC   March 2011 - January 2014
RBC Capital Markets  March 2009 - March 2010
Ferris, Baker Watts, Inc. (& predecessor firm)   June 2000 - March 2009

Skills
Retirement Planning, College Education..., Investment Strategies, Financial Services, Municipal Bonds

Education
Duquesne University   1990 — 1994
Bachelor of Arts (B.A.), English Language and Literature, General

Robert A. Strobel CFP® Robert A. Strobel CFP® Greater Chicago Area Details
Robert A. Strobel CFP®'s Wells Fargo Advisors, LLC Experience December 1994 - Present
Job First Vice President Investments................................... Financial Advisor at Wells Fargo Advsors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   December 1994 - Present

Skills
Retirement Planning, Estate Investment..., Investment Planning, Tax–efficient Strategies, 401(k) Rollovers, Wealth-preservation..., Business-owner Planning, Investment Strategies, Multi-generational..., Asset Allocation

Education
Iowa State University
BS, Aerospace Engineering

Eastern Illinois University
Pre-Engineering

Tiffany Sayegh Tiffany Sayegh Charlotte, North Carolina Area Details
Tiffany Sayegh's Wells Fargo Advisors, LLC Experience May 2006 - September 2011
Job Project Coordinator
Industry Banking
Experience
Wells Fargo Advisors, LLC   May 2006 - September 2011

Skills
Event Planning, Dance, Acting, Marketing, Musical Theatre, Leadership, Theatre, Visio, Outlook, Choreography, Recruiting, Project Management, Management, Team Building, Film, Social Networking, Microsoft Excel, SharePoint, PowerPoint, Research, Training

Education
East Carolina University   1997 — 2002
BS, Biology

Wade Winstead Wade Winstead Raleigh-Durham, North Carolina Area Details
Wade Winstead's Wells Fargo Advisors, LLC Experience December 2009 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   December 2009 - Present
UBS Financial Serices   November 2007 - September 2009

Skills
Strategic Planning, Retirement Income..., Microsoft Excel, Sales, Customer Service, New Business Development, Business Development, Sales Management, Retirement Planning, Wealth Management, Team Building, Series 7, Marketing, Team Leadership, Strategic Financial..., Risk Management

Education
Duke University - Fuqua School of Business   1976 — 1978
MBA, Business

Fike High School

Claudia LaRocque CFP® Claudia LaRocque CFP® Hartford, Connecticut Area Details
Claudia LaRocque CFP®'s Wells Fargo Advisors, LLC Experience May 2009 - Present
Job Associate Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2009 - Present
Various Educational Institutions  January 1985 - December 2013
UBS Financial Services  September 1999 - April 2009
Fleet/Shawmut   January 1989 - September 1999
Self-Employed  January 1989 - January 1999

Skills
Investments, Finance, Management, Retirement Planning, Financial Services, 401k Rollovers, 401k, Retirement Plan...

Education
University of Hartford
Masters of Science

Eastern Connecticut State University
Bachelors, Science ~ Accounting

Heather Brigham Hall Heather Brigham Hall Reno, Nevada Area Details
Heather Brigham Hall's Wells Fargo Advisors, LLC Experience April 2010 - Present
Job Associate Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2010 - Present
Century 21  June 2009 - April 2010
Autodesk  2005 - 2006
Charles Schwab  2000 - 2004
Charles Schwab  March 1996 - 2000
Charles Schwab  November 1994 - June 1996
Western Lease Sales   1985 - 1990
American Airlines  January 1984 - January 1985

Skills
Investments, Insurance, Business Analysis, Customer Service, Finance, Financial Planning, Human Resources, Leadership, Mutual Funds, Retirement, Real Estate, Portfolio Management, Management, Fundraising, Retirement Planning, Sales, Securities, Strategic Financial..., Training, Strategy, Wealth Management

Education
Dominican University
BS, Humanities

San Domenico School   1978 — 1982
high school

Richard Gemberling Richard Gemberling Greater St. Louis Area Details
Richard Gemberling's Wells Fargo Advisors, LLC Experience August 2010 - Present
Job Managing Director, Lending Products & Advice at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2010 - Present
Morgan Stanley Smith Barney  April 1995 - September 2009
Citigroup  October 1998 - May 2009
Smith Barney  April 1995 - October 1998
Merrill Lynch  1983 - 1995
Fidelity Union Trust Company   1980 - 1982

Skills
Banking, Credit, Financial Services, Loans, Risk Management, Wealth Management, Finance, Securities, Mergers & Acquisitions, Mortgage Lending, Commercial Lending, Cash Management, Structured Finance, Hedge Funds, Series 63

Education
New York University - Leonard N. Stern School of Business   1981 — 1986
MBA, Finance major with concentration in marketing and international business.

Dartmouth College   1976 — 1980
BA, Government, Urban Studies

Joseph Pessetto Joseph Pessetto Washington D.C. Metro Area Details
Joseph Pessetto's Wells Fargo Advisors, LLC Experience June 1998 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC  June 1998 - Present

Skills
Investments, Asset Allocation, Alternative Investments, Retirement Planning, Fixed Annuities, Investment Strategies

Education
Columbia University in the City of New York   1991 — 1995
Bachelors

Andrew P. Buchta, CFP® Andrew P. Buchta, CFP® Greater Chicago Area Details
Andrew P. Buchta, CFP®'s Wells Fargo Advisors, LLC Experience May 1998 - Present
Job First Vice President Investment Officer, PIM Portfolio Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 1998 - Present
Kabarec Financial Advisors, LLC   January 1994 - May 1998
Kemper Financial Services, Inc.   October 1992 - January 1994

Education
Drake University   1989 — 1992
BSBA, Finance - Investments

Loyola University Chicago   1988 — 1989
Business

Craig Hafemann Craig Hafemann Greater Milwaukee Area Details
Craig Hafemann's Wells Fargo Advisors, LLC Experience April 2008 - February 2010
Job Inside Sales/Customer Service Manager, and Facility Manager at Neu Tool & Supply Corporation
Industry Education Management
Experience
Neu Tool and Supply Corporation   February 2011 - Present
Unemployed  January 2011 - January 2011
Wells Fargo Advisors, LLC   April 2008 - February 2010
Time Warner Cable  January 2004 - May 2007
Oak Creek High School  August 2001 - September 2003
Milwaukee Lutheran High School  August 1993 - July 2001

Education
Concordia University-Wisconsin   1997 — 1999
MBA, Masters in Business Admnistration

Concordia University-Wisconsin   1989 — 1992
BA, Secondary Education - Business

Thomas Conidi Thomas Conidi Oak Brook, Illinois Details
Thomas Conidi's Wells Fargo Advisors, LLC Experience August 1995 - Present
Job Vice President Investment Officer at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 1995 - Present
Merrill Lynch  April 1994 - August 1995
Continental Bank  November 1989 - April 1994
Shearson Lehman Brothers  March 1986 - November 1989
Revlon  October 1982 - March 1986

Skills
Financial Services, Retirement Planning, Asset Allocation, Investment Strategies, Educational Planning, Estate Investment..., Multi-Generational..., 401(k) Rollovers, Business Owner Planning, Retirement Plan...

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   1985 — 1988
MBA, Finance

University of Illinois at Chicago   1977 — 1981
BS, Finance

Brent D. Martin Brent D. Martin Richmond, Virginia Area Details
Brent D. Martin's Wells Fargo Advisors, LLC Experience March 2010 - March 2011
Job Experienced Financial Professional
Industry Financial Services
Experience
Wells Fargo Advisors  April 2012 - December 2014
Capital One  April 2011 - March 2012
Wells Fargo Advisors, LLC   March 2010 - March 2011
Wells Fargo Advisors/Wachovia Securities, LLC   October 2005 - June 2009
Wells Fargo Advisors/Wachovia Securities, LLC   January 2003 - October 2005
Legg Mason  1998 - 2000

Skills
Series 7, Risk Management, Mutual Funds, Financial Services, Fixed Income, Investments, Series 63, Asset Managment, Equities, Banking, Business Analysis, Credit, Securities, Asset Management, Settlement, Back Office, Process Improvement, Financial Risk, Finance, Change Management, Strategy, Trading, Management, Vendor Management, Leadership, Portfolio Management, Project Management

Education
Davis and Elkins College

John Staub John Staub North Port, Florida Details
John Staub's Wells Fargo Advisors, LLC Experience August 2009 - May 2010
Job Senior Programmer/Analyst at SunEdison Semiconductor
Industry Information Technology and Services
Experience
SunEdison Semiconductor  June 2015 - Present
Uberlegen Technology Group   October 2010 - June 2015
Wells Fargo Advisors, LLC   August 2009 - May 2010
Wells Fargo Advisors  April 2009 - August 2009
Wachovia Securities, LLC  July 2008 - March 2009
A.G. Edwards & Sons, Inc.   August 1996 - June 2008
Computer Sciences Corporation  January 1986 - August 1996

Skills
VB.NET, Visual Basic, VBA, Crystal Reports, COBOL, Oracle SQL, PL/SQL, Sybase, Toad, JCL, Autosys, Windows, Microsoft Office, Unix Shell Scripting, Lotus Notes, Tortoise SVN, ClearCase, Software Development, Testing, User Acceptance Testing, Debugging, Troubleshooting, Software Deployment, Production Support, Mentoring, Financial Systems, Manufacturing Systems, Government Contracting, Security Clearance, Oracle, SQL, Requirements Analysis, Analysis, Business Process

Education
Concordia University-Wisconsin   1994 — 1998
BA, Management & Communications

McKendree University   1990 — 1993
Computer Science

Southwestern Illinois College   1989 — 1993
Computer Science

James P. (Jim) Perrone James P. (Jim) Perrone Bradenton, Florida Details
James P. (Jim) Perrone's Wells Fargo Advisors, LLC Experience April 2011 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2011 - Present
Self Employed  September 2007 - April 2011
University of South Florida  August 2007 - January 2011
Bank of America  March 2006 - August 2007
SouthTrust Bank (acquired by Well Fargo / Wachovia)   March 2003 - July 2005
Bank of America  April 2001 - March 2003
Bank of America  June 1999 - April 2001
Bank of America (formerly, NationsBank)   June 1995 - June 1999
Bank of America (formerly, NationsBank)   October 1993 - June 1995
Chase Education Finance Corporation - JP Morgan Chase   January 1990 - October 1993

Skills
Wealth Management, Retirement Planning, Investments, Portfolio Management, Financial Services, Banking, Private Banking, Commercial Lending, Finance, Strategic Planniing, Succession Planning, Management Consulting, Business Analysis, Leadership, Management, Cross Functional Teams, Change Management

Education
University of South Florida (Post MBA Advanced Studies - College of Business)   2007 — 2009
MBA, Dual concentrations in Finance and Management

Queens University of Charlotte (CFP Program)   1998 — 2000
CFP Program Certificate, Certified Financial Planning

University of South Florida ( MBA - College of Business )   1988 — 1990
MBA, Financial Management

Louisiana State University (Graduate School of Banking Program)   1979 — 1981
Program Certificate - Graduate School of Banking at LSU, Banking and Bank Management

DePaul University   1971 — 1975
Major: Applied Mathematics & Minor: Business Administration

Michelle A. Spaziani, CFP® Michelle A. Spaziani, CFP® Brattleboro, Vermont Details
Michelle A. Spaziani, CFP®'s Wells Fargo Advisors, LLC Experience 2001 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2001 - Present

Education
State University of New York at Albany   2013 — 2014
Graduate Coursework, Rockefeller College of Public Affairs & Policy

CFP Board of Standards
CERTIFIED FINANCIAL PLANNER™ designation

Dartmouth College   1998 — 2000
Graduate Coursework

University of Massachusetts, Amherst   1997 — 1998
M.P.H.

University of Massachusetts, Amherst   1995 — 1997
M.S.

Union College   1991 — 1995
B.S., Chemistry

BRIAN KALAMAR BRIAN KALAMAR Bethlehem, Pennsylvania Details
BRIAN KALAMAR's Wells Fargo Advisors, LLC Experience January 1999 - Present
Job VICE PRESIDENT INVESTMENT OFFICER at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 1999 - Present

Skills
Finance, Investments, Asset Allocation, Mutual Funds, Analysis, Strategic Planning

Education
DeSales University   1995 — 1999
Master of Business Administration (MBA), Financial Planning and Services

Penn State University   1985 — 1990
Bachelor of Business Administration (B.B.A.), Financial Planning and Services

Elizabeth Straebel Elizabeth Straebel New York, New York Details
Elizabeth Straebel's Wells Fargo Advisors, LLC Experience 2009 - 2009
Job Production Manager, Development at Original Media
Industry Broadcast Media
Experience
Original Media  January 2014 - Present
DiGa Vision  October 2011 - September 2013
CastleRock Management  April 2010 - October 2011
Line By Line Productions  2009 - 2010
Wells Fargo Advisors, LLC   2009 - 2009
MindShare  2007 - 2008

Skills
Entertainment, Production Managment, Television, Event Management, Digital Media, Social Media, Video Production, Editing, Event Planning, Final Cut Pro, Public Relations, Social Media Marketing, Accounting, Desktop Publishing, Corporate Communications, Broadcast, Production Management, Marketing

Education
DePauw University   2003 — 2007
BA cum laude, English

Chuck TenBroeck Chuck TenBroeck Orland Park, Illinois Details
Chuck TenBroeck's Wells Fargo Advisors, LLC Experience October 1985 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 1985 - Present

Education
Eastern Illinois University   1974 — 1978
BS, Business

Larry Fishman Larry Fishman Greater Boston Area Details
Larry Fishman's Wells Fargo Advisors, LLC Experience September 1996 - Present
Job Senior Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 1996 - Present
Cassidy & Fishman, Inc.   August 1987 - September 1996
American Program Bureau  February 1983 - July 1987

Education
Drew University   1978 — 1982
Bachelor of Arts, History and Political Science

Erik O'Neill Erik O'Neill Buffalo/Niagara, New York Area Details
Erik O'Neill's Wells Fargo Advisors, LLC Experience January 2008 - Present
Job Managing Director Investments at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2008 - Present
Erie & Niagara Insurance Association   January 1998 - Present
Merrill Lynch  July 1995 - January 2008

Education
Duke University - The Fuqua School of Business   1989 — 1991
MBA, Finance

Cornell University   1983 — 1987
BS, Business

James (Jim) Frangenberg James (Jim) Frangenberg Washington, District Of Columbia Details
James (Jim) Frangenberg's Wells Fargo Advisors, LLC Experience 2009 - 2011
Job Vice President Morgan Stanley Private Bank
Industry Financial Services
Experience
Morgan Stanley  February 2011 - Present
The Commonwealth Institute for Fiscal Analysis   2011 - January 2014
Wells Fargo Advisors, LLC   2009 - 2011
Northstar Academy  2008 - 2011
US Trust; Bank of America Private Wealth Management  2000 - 2009
Nationwide Insurance/Frangenberg Insurance Agency, Inc   1991 - 2000
Central Carolina Bank & Trust  1996 - 1998

Skills
Credit, Financial Planning, Banking, Series 7, Wealth Management, Asset Managment, Investments, Loans, Consulting, Holistic Financial..., Team Leadership, Partnerships, Strategic Financial..., Asset Management, Financial Advisory, Insurance, Private Banking, Series 63, Wealth, Finance, High Net Worth..., Retirement Planning, Portfolio Management, Wealth Management..., Financial Services, Credit Analysis, Relationship Management, Commercial Lending, Treasury Management, Credit Risk, Residential Mortgages, Strategic Planning, FINRA, Securities

Education
The College of William and Mary - The Mason School of Business   2001 — 2004
MBA, MBA: Finance

East Carolina University   1991 — 1996
BSBA, Marketing

Lynn Abernathy Mulholland Lynn Abernathy Mulholland Greater St. Louis Area Details
Lynn Abernathy Mulholland's Wells Fargo Advisors, LLC Experience January 2008 - February 2012
Job Director, Learning and Development at Wells Fargo Advisors
Industry Professional Training & Coaching
Experience
Wells Fargo Advisors  October 2011 - Present
Wells Fargo Advisors, LLC   January 2008 - February 2012
Wachovia Securities (formerly A.G. Edwards)   May 2006 - December 2007
Colliers Turley Martin Tucker  May 2003 - May 2006
American Bar Association  January 1999 - April 2003
Washington Speakers Bureau  September 1996 - January 1999
Republican National Committee  January 1995 - August 1996
John Ashcroft for US Senate   May 1994 - December 1994

Skills
Talent Management, Leadership Development, Succession Planning, Curriculum Design, Organizational..., Organizational..., Performance Management, Coaching, Employee Engagement, Onboarding, Strategic Planning, Training, Leadership, Human Resources, Change Management, Team Building, Executive Coaching

Education
DePauw University   1990 — 1994
BA, English, Philosophy

Patrick Rohe, CFP® Patrick Rohe, CFP® Syracuse, New York Area Details
Patrick Rohe, CFP®'s Wells Fargo Advisors, LLC Experience June 2008 - July 2009
Job Fee Only Financial Planner and Investment Advisor
Industry Investment Management
Experience
Rockbridge Investment Management   August 2009 - Present
Agri-Invest   August 2009 - Present
Wells Fargo Advisors, LLC   June 2008 - July 2009

Skills
Fee-only financial..., investment management, Retirement Planning, Wealth Management, Investments, Investment Advisory, Strategic Financial..., Asset Allocation, Asset Managment, Estate Planning, Financial Advisory, Portfolio Management, Series 7, Investment Strategies, Retirement, Mutual Funds, 401k Rollovers

Education
Cornell University   2004 — 2008
BA, Economics and Animal Science

Pamela Essex Pamela Essex Columbus, Ohio Area Details
Pamela Essex's Wells Fargo Advisors, LLC Experience February 2011 - Present
Job Senior Vice President Investments at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2011 - Present
UBS Financial Services  February 2007 - March 2011
Delaware County Board of Developmental Disabilities  2006 - 2008
McDonald Investments  2000 - 2007
Key Bank  1993 - 1996
CentralTrust of Northeastern Ohio   1991 - 1993
Bank One  1990 - 1993
Salomon Smith Barney  1986 - 1990
Verifications, Inc.   1984 - 1986

Skills
Retirement Planning, Retirement, Investments, Mutual Funds, Asset Allocation, Equities, Bonds, Fixed Income, Fixed Annuities, Variable Annuities, Alternative Investments

Education
The Ohio State University   1980 — 1982
BA, Spanish

Cuyahoga Community College   1979 — 1980
General Studies

East Carolina University   1977 — 1979
General Studies

Hathaway Brown

Orange High School

Pinecrest High School

Scott Tippins, CRPC Scott Tippins, CRPC Raleigh-Durham, North Carolina Area Details
Scott Tippins, CRPC's Wells Fargo Advisors, LLC Experience March 2011 - Present
Job Financial Advisor, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 2011 - Present
Principal Financial Group  January 2008 - March 2011
AIG  April 2004 - December 2007
Carolina Hurricanes  August 1997 - April 2004
Washington Sports and Entertainment  1994 - 1997

Skills
Retirement Planning, Investments, Leadership, Retirement, Finance, Small Business, Financial Advisory, Asset Allocation, Employee Benefits, Financial Analysis, Investment Strategies, 401k Rollovers, Business Owner Planning, Concentrated Stock..., Fixed Income Strategies, Retirement Plan..., Stock Market Analysis, Wealth Preservation...

Education
East Carolina University   1989 — 1993
BSBA, Business Marketing

Linda Mark Linda Mark Houston, Texas Details
Linda Mark's Wells Fargo Advisors, LLC Experience December 2011 - Present
Job Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   December 2011 - Present

Skills
Retirement Planning, Mutual Funds, Investments, Asset Management, Financial Services, Sales, Wealth Management, Estate Investment...

Education
University of Arkansas   1975 — 1976
MBA

Drake University   1973 — 1974
B.S.in Business Administration

Patrick Bria Patrick Bria Raleigh-Durham, North Carolina Area Details
Patrick Bria's Wells Fargo Advisors, LLC Experience March 2001 - February 2013
Job Wealth Advisor at Tucker Bria Wealth Strategies, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 2001 - February 2013
UBS/Paine Webber  1999 - 2001
Duke Annual Fund  1994 - 1999

Education
Duke University   1979 — 1983

Fore Rembert Fore Rembert Hickory/Lenoir, North Carolina Area Details
Fore Rembert's Wells Fargo Advisors, LLC Experience April 2007 - Present
Job First Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2007 - Present
Amercian Legion Post 48 Baseball   September 2007 - March 2014
n/a  January 1996 - March 2007

Skills
Retirement Planning, Investments, Asset Allocation, Mutual Funds, Retirement, Securities, Financial Planning, Strategic Financial..., 401k Rollovers, IRAs, 529 Plans, Saving for Education, Public Speaking, Portfolio Management, Series 63, Financial Services, Wealth Management..., Uniform Combined State..., Wealth Management, Team Building, Long-term Care, Investment Advisory, Series 7, Gift Planning, 401k, Leadership, Customer Service, Life Insurance, Estate Planning, Asset Management, Alternative Investments, Resource Management, Fixed Annuities, FINRA

Education
East Carolina University   1991 — 1995
BS, EXERCISE AND SPORT SCIENCE

Brenda Bennett, CFP® Brenda Bennett, CFP® Columbus, Ohio Area Details
Brenda Bennett, CFP®'s Wells Fargo Advisors, LLC Experience June 2006 - September 2009
Job Managing Director of Structured Products at Huntington National Bank
Industry Financial Services
Experience
Huntington National Bank  December 2012 - Present
Huntington National Bank  July 2010 - December 2012
Wells Fargo Advisors, LLC   June 2006 - September 2009
Mellon Financial  July 2004 - January 2006
Parker/Hunter  March 2002 - July 2004
Allegheny Financial Group  February 2000 - March 2002

Skills
Strategic Financial..., Investment Management, Strategic Planning, Project Management, Investments, Mutual Funds, Series 7, Portfolio Management, Wealth Management, Equities, Retirement Planning, Alternative Investments, Product Development, Product Management, Sales, Interdepartmental..., Structured Products, Market Linked Products, Fixed Income, Equity Derivatives

Education
Duquesne University   1997 — 2001
B.S. in Business Administration, Investment Management

David Stachowiak David Stachowiak Greater Chicago Area Details
David Stachowiak's Wells Fargo Advisors, LLC Experience April 2012 - Present
Job Financial Advisor, Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2012 - Present

Skills
Finance, Insurance, Portfolio Management, Business Development, Financial Services, Customer Service, Networking

Education
Elmhurst University   1989 — 1991
Bachelor of Science (BS), Economics

DePaul University   1976 — 1980
Bachelor of Arts (B.A.), Music Performance, General, 4.0

Weber High School   1971 — 1975

St. Tarcissus   1962 — 1971
General, General Studies

Stan Hadam Stan Hadam Greater Philadelphia Area Details
Stan Hadam's Wells Fargo Advisors, LLC Experience August 2014 - Present
Job Senior Vice President Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2014 - Present
Wells Fargo Advisors  January 2000 - August 2014
Prudential Securities  April 1997 - January 2000
Prudential Securities  March 1996 - April 1997

Skills
Retirement Planning, Financial Advisory, Financial Analysis, Asset Allocation, Management, Wealth Preservation..., Retirement Plan..., 401 K Rollovers, Series 63, 401k, Investments, Series 65, FINRA, Investment Advisory, Alternative Investments, Retirement, Securities, Employee Benefits, Finance, Mutual Funds, Wealth Management, Financial Services, Investment Strategies, Series 24, Portfolio Management

Education
Hofstra University   1973 — 1975
Bachelor of Business Administration (B.B.A.), Marketing

Duquesne University   1971 — 1973
Business Administration

South Plainfield High School   1967 — 1971

Cody Pope Cody Pope Houston, Texas Area Details
Cody Pope's Wells Fargo Advisors, LLC Experience September 2010 - February 2013
Job Global QHSE Operations Manager
Industry Oil & Energy
Experience
Upstream Interntional LLC  September 2014 - Present
CLR Solutions   February 2013 - October 2014
Wells Fargo Advisors, LLC   September 2010 - February 2013
Leadership Professionals International, LLC   September 2006 - February 2013

Skills
Leadership, Strategy, Leadership Development, Team Building, Management, Strategic Planning, Budgets, Risk Management, Analysis, Sales, New Business Development, Coaching, Portfolio Management, Business Development, Sales Operations, Executive Coaching, Investments, Small Business, Negotiation, Nonprofits, Finance, Team Leadership, Consulting, Mergers & Acquisitions, Business Planning, Executive Management, Community Outreach, Program Management, Start-ups, Management Consulting, Time Management, Retirement Planning, Strategic Financial..., Series 7, Insurance, Organizational..., Behavior Based Safety, Public Speaking

Education
The Criswell College   2003 — 2005
Master of Arts (M.A.), Philosophical Theology

Dallas Theological Seminary   2001 — 2003

The Criswell College   1995 — 1999
Bachelor's degree

Neil Abramson, NCCP Neil Abramson, NCCP Charlotte, North Carolina Area Details
Neil Abramson, NCCP's Wells Fargo Advisors, LLC Experience January 2002 - February 2011
Job Retirement Consultant at TIAACREF
Industry Investment Management
Experience
TIAA-CREF  February 2011 - May 2013
Wells Fargo Advisors, LLC   January 2002 - February 2011
Mercer Advisors  June 1999 - December 2001
Marion Bass Securities   September 1998 - June 1999

Skills
Training, Leadership, Retirement Planning, Financial Services, Series 7, Investments, Securities, Retirement, Wealth Management, Series 63, Mutual Funds, Equities, Portfolio Management, Relationship Management

Education
Duke University   2011 — 2011
Paralegal Certificate

Duke University   1995 — 1998
BA

Roger B. Hall Roger B. Hall Greater Los Angeles Area Details
Roger B. Hall's Wells Fargo Advisors, LLC Experience July 2003 - Present
Job Senior Vice President at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2003 - Present
Smith Barney  November 1991 - July 2003

Skills
Series 7, Series 63, Ivestment Advisory,..., Wealth Management, Asset Allocation, Mutual Funds, Alternative Investments, Equities, Portfolio Management, Asset Management, Securities, Fixed Income, Retirement Planning, Strategic Planning

Education
Denison University   1982 — 1986

Chestnut Hill Academy   1979 — 1982

St.Bernard's School   1970 — 1978

Neil McPeak Neil McPeak Greater Philadelphia Area Details
Neil McPeak's Wells Fargo Advisors, LLC Experience 2002 - Present
Job Managing Director Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2002 - Present
Prudential Financial  1981 - 2002

Education
Drexel University   1975 — 1979
BS, Accounting

Bill Totten Bill Totten Greater Philadelphia Area Details
Bill Totten's Wells Fargo Advisors, LLC Experience 1995 - November 2010
Job Financial Services Professional helping individuals and business owners to create, build, and preserve wealth.
Industry Financial Services
Experience
NYLIFE Securities LLC  July 2015 - Present
Edward Jones  December 2010 - October 2014
Wells Fargo Advisors, LLC   1995 - November 2010
Otis Elevator  1990 - 1994

Skills
Registered..., 401k Rollovers, Asset Protection, Business Insurance..., Licensed in Long Term..., Licensed Life and..., Mutual Funds, Retirement Planning, Wealth Preservation...

Education
Pennsylvania Institute of Certified Public Accountants   1988 — 1991
CPA

Temple University   1984 — 1986
MBA, Accounting

Cornell University   1969 — 1973
B A, Economics

Plymouth-Whitemarsh High School   1965 — 1969
College Prep

James Shrader James Shrader Greater Philadelphia Area Details
James Shrader's Wells Fargo Advisors, LLC Experience October 2010 - Present
Job Financial Advisor
Industry Financial Services
Experience
Wells Fargo Advisors LLC  October 2010 - Present
BSK Medical   February 2007 - September 2010
PDI Pharmaceuticals/GlaxoSmithKline   August 2003 - January 2007
Maguire Associates LLC   August 2002 - August 2003
Celltech Pharmaceuticals  September 2000 - August 2002

Skills
Management, New Business Development, Investments, Strategic Planning, Account Management, Customer Service, Retirement, Sales, Finance, Selling, Cross-functional Team..., Leadership, Mutual Funds, Process Improvement, Strategy

Education
Drexel University   1995 — 1999
Bachelor of Science, HRM

Tim Gilbert, CRPC® Tim Gilbert, CRPC® Fort Myers, Florida Area Details
Tim Gilbert, CRPC®'s Wells Fargo Advisors, LLC Experience April 2010 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2010 - Present
Realty Funding Corp. dba Channel Mark Restaurant   November 2003 - March 2010
Woodburn Mortgage Corporation   August 1993 - November 2003

Skills
Annuities, Insurance, Retirement Income..., Investment Strategies, Investments, Retirement Planning, IRA's, Retirement, Investment Planning

Education
Virginia Polytechnic Institute and State University   1976 — 1978
Bachelor of Science, Finance

Corning Community College   1974 — 1976
Associates Degree, Accounting

Southside High School   1970 — 1973

C. John Chen, CIMA, CRPS, MBA C. John Chen, CIMA, CRPS, MBA Raleigh-Durham, North Carolina Area Details
C. John Chen, CIMA, CRPS, MBA's Wells Fargo Advisors, LLC Experience November 2014 - Present
Job Associate Vice President Investments at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 2014 - Present
UBS FINANCIAL SERVICES INC.  August 2004 - November 2014
PRUDENTIAL SECURITIES/ WACHOVIA SECURITIES   May 1996 - August 2004

Education
Duke University - The Fuqua School of Business   2003 — 2005
MBA, Finance

Duke University   1992 — 1996
Bachelor of Science, Psychology, Economics

George Walton High School

Craig Cunningham CFP® Craig Cunningham CFP® Charleston, Illinois Details
Craig Cunningham CFP®'s Wells Fargo Advisors, LLC Experience September 2012 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 2012 - Present
Federal Judiciary, Southern District of Indiana   August 2010 - August 2012
Barnes & Thornburg LLP  September 2009 - August 2010

Education
University of Illinois College of Law
magna cum laude & top 10 percent of class

DePauw University
Bachelor's degree, Economics, summa cum laude

David Upin David Upin Greater Minneapolis-St. Paul Area Details
David Upin's Wells Fargo Advisors, LLC Experience April 2009 - October 2012
Job Senior Vice President Financial Advisor, The Upin Sieben Group at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management  October 2012 - Present
Wells Fargo Advisors, LLC   April 2009 - October 2012
Stifel Nicolaus  April 2004 - April 2009
Morgan Stanley  November 1999 - April 2004

Education
University of Minnesota - Carlson School of Management   1997 — 1999
MBA, Economics

Connecticut College   1979 — 1983
BA, Biology

The Blake Schools   1976 — 1979
HS Diploma

Bill Callis Bill Callis Dallas, Texas Details
Bill Callis's Wells Fargo Advisors, LLC Experience 2009 - 2012
Job Senior Vice President of Investments, The Advanced Planning Group of Raymond James
Industry Financial Services
Experience
The Advanced Planning Group of Raymond James   2013 - Present
SWS Group Southwest Securities   2012 - 2013
Wells Fargo Advisors, LLC   2009 - 2012
Banc of America Investments  2003 - 2009
Morgan Stanley  2000 - 2003

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

Education
Cornell University   1986 — 1990
Bachelor of Science

Midwest City HS   1983 — 1986

Andrew Stromwall Andrew Stromwall Greater Milwaukee Area Details
Andrew Stromwall's Wells Fargo Advisors, LLC Experience October 2009 - Present
Job Associate Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2009 - Present
Action Marketing Group  April 2009 - October 2009
Action Marketing Group  February 2009 - April 2009
AMG  February 2008 - October 2008
emg3  December 2007 - February 2008
GMR Marketing  March 2007 - December 2007
Sitour USA  November 2006 - April 2007
Ohio Wesleyan University  September 2005 - February 2006
Abercrombie & Fitch  2004 - 2005
SKYLAKE Yosemitee Camp   2001 - 2002

Education
Denison University   2000 — 2004
B.A., German

waukesha south   1997 — 2000

Richard J. Calhoun, Jr. Richard J. Calhoun, Jr. Saint Louis, Missouri Details
Richard J. Calhoun, Jr.'s Wells Fargo Advisors, LLC Experience February 2008 - October 2013
Job Managing Director, Innovation | Growth at Wells Fargo Advisors Financial Network (FiNet)
Industry Financial Services
Experience
Wells Fargo Advisors (FiNet)   October 2013 - Present
Wells Fargo Advisors, LLC   February 2008 - October 2013
Smith Barney  June 1998 - November 2007
Legg Mason  1996 - 1998
Merrill Lynch  1992 - 1996
The Rubenstein Company  1988 - 1992

Skills
Start-ups, Finance, Sales, Series 7, Series 63, Wealth Management, Securities, Mutual Funds, Real Estate Development, Alternative Investments, Asset Allocation, Investments, Retirement Planning, Asset Management, Portfolio Management, Investment Advisory, Equities, FINRA, Fixed Income, Strategic Financial..., Consulting, Financial Planning, Investment Strategies, Management, Leadership, New Business Development, Sales Management, Series 24, Series 65, Wealth Management...

Education
Cornell University   1984 — 1988
Bachelor of Science, Industrial Labor Relations

Amiel Volinsky Amiel Volinsky Greater Chicago Area Details
Amiel Volinsky's Wells Fargo Advisors, LLC Experience October 2009 - September 2010
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
Wells Fargo Advisors  June 2012 - May 2013
Wells Fargo Advisors, LLC   October 2009 - September 2010
Wells Fargo Advisors, LLC   September 2007 - June 2009
Wells Fargo Advisors, LLC   February 2006 - September 2007

Skills
Asset Management, Retirement Planning, Finance, Investments, Mutual Funds, Equities, Asset Allocation, Series 7, Series 66, Portfolio Management, Financial Analysis, Securities, Financial Services, Wealth Management, 401k, IRAs, Retirement, Wealth Management..., Alternative Investments, Analysis, Business Development, Customer Service, Leadership, Management Consulting, New Business Development

Education
Ohr Somayach - Jerusalem   2010 — 2012
Talmud

DePaul University   2005 — 2009
Bachelor of Science, Finance; Sales Leadership & Marketing

James Van Moore James Van Moore Springfield, Illinois Details
James Van Moore's Wells Fargo Advisors, LLC Experience May 2011 - Present
Job Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2011 - Present
Morgan Stanley Smith Barney  November 1996 - May 2011

Skills
Asset Allocation, Retirement Planning, Insurance, Investment Strategies

Education
Eastern Illinois University   1982 — 1987

Eastern Illinois University   1982 — 1986
bs, sociology

Gordon Burns Gordon Burns Charlotte, North Carolina Area Details
Gordon Burns's Wells Fargo Advisors, LLC Experience November 2009 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 2009 - Present
Smith Barney Brokerage Firm  August 1994 - November 2009
Nationsbank Securities   September 1986 - August 1994
E F Hutton & Co Inc   May 1975 - September 1986
Hornblower & Weeks, Hemphill Noyes brokerage firm   March 1971 - May 1975

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

Education
Duke University   1961 — 1966
Bachelor’s Degree, Political Science and Government

Matt Broughton Matt Broughton Indianapolis, Indiana Area Details
Matt Broughton's Wells Fargo Advisors, LLC Experience October 2008 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2008 - Present
Fifth Third Securities  January 2002 - October 2008
Fifth Third Bank  1997 - 1999

Skills
Retirement Planning, Securities

Education
DePaul University   2007 — 2008
Certificate Program in Financial Planning

DePauw University   1993 — 1997
Economics & Communications

Pendleton Heights High School   1989 — 1992

Karen Doering Karen Doering Peoria, Arizona Details
Karen Doering's Wells Fargo Advisors, LLC Experience July 2014 - Present
Job First Vice PresidentBranch Manager at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC  July 2014 - Present
Wells Fargo Advisors LLC  August 2005 - June 2014

Education
Concordia University Chicago   1974 — 1978
Bachelor of Arts (B.A.), Education, History and English

Paul G. Snow Paul G. Snow Greater Chicago Area Details
Paul G. Snow's Wells Fargo Advisors, LLC Experience February 2004 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2004 - Present

Education
Dartmouth College   1958 — 1962
AB, Economics

Jesse Wright, CRPC® Jesse Wright, CRPC® Sioux Falls, South Dakota Details
Jesse Wright, CRPC®'s Wells Fargo Advisors, LLC Experience January 2013 - Present
Job Associate Vice President – Investments at Person Wright Financial Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2013 - Present
TD Ameritrade  November 2005 - January 2013
Tyson Foods  February 2004 - November 2005
Abercrombie & Fitch  March 2001 - February 2003

Skills
Retirement Planning, Financial Advisory, Investment Strategies, Investments, Asset Allocation, Estate Investment..., Multigenerational..., Business Owner Planning, Securities, Mutual Funds, Risk Management, Fixed-Income Strategies, Trading, Insurance, Options, Coaching

Education
Creighton University   2010 — 2013
MBA, Financial Planning

University of Nebraska-Lincoln   2000 — 2004
BS, Finance

Stephen Drexler Stephen Drexler Colorado Springs, Colorado Details
Stephen Drexler's Wells Fargo Advisors, LLC Experience February 2008 - Present
Job Financial Advisor at The Drexler Group of Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2008 - Present
RBC CAPITAL MARKETS CORPORATION   March 1998 - March 2008
DAIN RAUSCHER INCORPORATED   November 1989 - March 1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED   August 1983 - November 1989

Skills
Retirement Planning, Investments, High Net Worth..., Retirement, Financial Advisory, Finance, Investment Planning

Education
Drake University   1975 — 1979
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies

Bettendorf High School   1971 — 1975

Daniel Doerr Daniel Doerr Portage, Michigan Details
Daniel Doerr's Wells Fargo Advisors, LLC Experience May 2007 - Present
Job Complex Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2007 - Present
Smith Barney  1984 - 2005

Education
Creighton University

Joseph Snouffer, CFP® Joseph Snouffer, CFP® Lutherville Timonium, Maryland Details
Joseph Snouffer, CFP®'s Wells Fargo Advisors, LLC Experience June 1994 - Present
Job Managing Director Investments at Wells Fargo Advisors | Ghingher Snouffer Wealth Management Group, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 1994 - Present
Snouffer Properties, Inc.   May 1991 - November 1998
Legg Mason  August 1988 - September 1991
Deloitte  June 1985 - August 1988

Skills
Wealth Management, Retirement Planning, Investments, Business Analysis, Fixed Income, Financial Analysis, Management, Finance, Asset Managment, Financial Services, Financial Advisory, Tax, Financial Modeling, Equities, Mutual Funds, Alternative Investments, Wealth, Portfolio Management, Bonds, 401k, Risk Management, Securities, High Net Worth..., Strategic Financial..., Series 7, Series 63, Auditing, Hedge Funds, Pensions, Investment Advisory

Education
Loyola College in Maryland   1985 — 1988
Master of Business Administration (MBA), Finance, General

Denison University   1979 — 1983
Bachelor of Arts (B.A.), Economics

McDonogh School   1975 — 1979

Jennifer Fajuri Jennifer Fajuri Chicago, Illinois Details
Jennifer Fajuri's Wells Fargo Advisors, LLC Experience 2013 - August 2015
Job Registered Private Wealth Associate Merrill Lynch Private Banking and Investments
Industry Financial Services
Experience
Merrill Lynch Private Banking And Investments   August 2015 - Present
Wells Fargo Advisors, LLC   2013 - August 2015
Morgan Stanley Wealth Management  2012 - 2013
Merrill Lynch  2010 - 2012

Education
DePaul University
Bachelor of Arts, Business and Entrepreneurship

Karl Kime Karl Kime Springfield, Missouri Area Details
Karl Kime's Wells Fargo Advisors, LLC Experience October 2011 - June 2013
Job Financial Advisor at Simmons First Investment Group, Inc.
Industry Financial Services
Experience
Simmons First Investment Group, Inc.   July 2015 - Present
Waddell & Reed  June 2013 - July 2015
Wells Fargo Advisors LLC  October 2011 - June 2013
DomesticAide, Inc.   May 2002 - March 2011
UPS Freight  May 1998 - May 2002
Roadway Express  August 1994 - May 1998

Skills
Retirement Planning, Wealth Management, Investment Strategies, Investments, Life Insurance, Fixed Annuities, Portfolio Management, Term Life Insurance, Long-term Care, 401k, Mutual Funds, Retirement, Securities, IRAs, Investment Advisory, Estate Planning, Series 7, Finance, Strategic Financial..., Disability Insurance, Asset Allocation, Wealth, Small Business

Education
Drury University   1990 — 1994
BA, Business Administration

Michael J. Frederick, CFP®, ChFC®, CRPC®, CPWA® Michael J. Frederick, CFP®, ChFC®, CRPC®, CPWA® Collegeville, Pennsylvania Details
Michael J. Frederick, CFP®, ChFC®, CRPC®, CPWA®'s Wells Fargo Advisors, LLC Experience 2009 - Present
Job Vice President Investment Officer, PIM Portfolio Manager at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC  2009 - Present
Merrill Lynch  July 1999 - January 2009

Skills
Investments, Small Business, Retirement Planning, Financial Services, Retirement, Education Funding, Risk Management, Securities, Personal Finance, Mutual Funds, Management, Insurance, Finance, Investment Strategies, Alternative Investments, Financial Advisory, Equities, Financial Modeling, Fixed Income, High Net Worth..., Asset Allocation, Estate Investment..., Employee and Executive...

Education
Drexel University - College of Business and Administration   1983 — 1988
Finance

North Penn High School

The American College

The University of Chicago - Booth School of Business   2011 — 2011
Certified Private Wealth Advisor Program, Financial Services

Jonathan Ruch Jonathan Ruch New York, New York Details
Jonathan Ruch's Wells Fargo Advisors, LLC Experience March 2012 - January 2014
Job Sr. Registered Client Associate at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  January 2014 - Present
Wells Fargo Advisors, LLC   March 2012 - January 2014
Hennion & Walsh  June 2010 - March 2012

Education
Cornell University   2005 — 2009
Economics

Sol Cartier Sol Cartier Dallas/Fort Worth Area Details
Sol Cartier's Wells Fargo Advisors, LLC Experience June 2010 - October 2011
Job Wealth Advisor
Industry Financial Services
Experience
USAA  November 2014 - Present
Reseach Based Solutions / PsyMetrics Global   March 2009 - September 2014
Sethi Financial Group  October 2011 - February 2012
Wells Fargo Advisors, LLC   June 2010 - October 2011
TDAmeritrade  July 2006 - January 2009
1st Global Capital Corp.   2005 - 2006
JPMorgan Chase  April 2003 - April 2004
Fidelity Investments  March 1997 - April 2003

Education
University of Utah   1995 — 1997
BS, Family Studies and Consumer Economics

Dallas County Community College   1989 — 1991
Associate of Science, General

Red Oak High School   1985 — 1989
General Studies, General Studies

Alexandra Nicoletti Alexandra Nicoletti Greater New York City Area Details
Alexandra Nicoletti's Wells Fargo Advisors, LLC Experience May 2009 - August 2009
Job Real Estate Investment Team at Norges Bank Investment Management
Industry Investment Banking
Experience
Norges Bank Investment Management  August 2015 - Present
Apollo Global Management LLC  February 2013 - July 2015
Goldman Sachs  July 2011 - February 2013
Goldman Sachs  June 2010 - August 2010
Wells Fargo Advisors, LLC   May 2009 - August 2009
Summit Commercial Real Estate  May 2009 - August 2009

Education
Duke University   2007 — 2011
B.S.E., Civil Engineering and Economics, Magna Cum Laude

Sidwell Friends School   2004 — 2007

Ecole Active Biligue Jeannine Manuel   2003 — 2004

Darren Brachman Darren Brachman Garden City, New York Details
Darren Brachman's Wells Fargo Advisors, LLC Experience October 2000 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2000 - Present
Wells Fargo Advisors, LLC   2000 - Present

Education
University of Arizona   1989 — 1992
Bachelor of Arts (B.A.), Communication, General

Dean College   1987 — 1989
Liberal Arts

Andrew Caldwell Andrew Caldwell Miami/Fort Lauderdale Area Details
Andrew Caldwell's Wells Fargo Advisors, LLC Experience December 2005 - Present
Job Financial Advisor, Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   December 2005 - Present
Colonial Brokerage  January 2001 - December 2005
SunTrust Investment Services  January 1999 - January 2001
New England Financial  February 1997 - December 1998
Edward Jones  February 1996 - February 1997
Petrolite Corporation (now Baker Hughes Corporation)   October 1987 - February 1996
Chemtech Industries, Inc   June 1982 - October 1987
Union Chemicals Division/UNOCAL   November 1978 - June 1982

Education
Eastern Illinois University   1974 — 1978
B.S., Business with Concentration in Chemistry

Eric Schweighart, AAMS® Eric Schweighart, AAMS® Urbana-Champaign, Illinois Area Details
Eric Schweighart, AAMS®'s Wells Fargo Advisors, LLC Experience February 2010 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2010 - Present

Skills
Asset Allocation, Retirement Planning, Investment Strategies, Estate Investment..., 401(k) Rollovers, Insurance, Business-Owner Planning

Education
Eastern Illinois University
Bachelor of Science, Industrial Technology

Robert E. Gehl Robert E. Gehl Chattanooga, Tennessee Details
Robert E. Gehl's Wells Fargo Advisors, LLC Experience September 2008 - Present
Job Senior VicePresident Investment Officer PIM Portfolio Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 2008 - Present
PaineWebber  August 2001 - September 2008
Leadership Pleasanton   2008 - 2008
Leadership Pleasanton   2008 - 2008
Leadership Pleasanton   2007 - 2008
E.F.Hutton / SmithBarney   October 1988 - August 2001

Skills
Retirement Planning, Financial Analysis, Small Business, Retirement, Leadership, Analysis, Financial Services, Financial Advisory, Strategic Planning

Education
DePaul University   1975 — 1979
BSC, Business

Ruth B Kunath Ruth B Kunath Seattle, Washington Details
Ruth B Kunath's Wells Fargo Advisors, LLC Experience June 2009 - November 2010
Job Venture, Private Equity Biotech Portfolio Manager
Industry Venture Capital & Private Equity
Experience
Maxim Group  November 2012 - October 2013
WINGS: Washington Med Tech Angel Network   January 2011 - January 2013
Wells Fargo Advisors, LLC   June 2009 - November 2010
Thompson River Capital LLC   2007 - 2009
Vulcan, Inc.   June 1992 - November 2003
Seafirst Capital Management   June 1975 - November 1992

Skills
Portfolio Management, Biotechnology, Asset Management, Private Equity, Mergers, Due Diligence, Investments, Start-ups, Valuation, Strategy, Business Strategy, Business Planning, Entrepreneurship, Hedge Funds, Lifesciences, Asset Allocation, Financial Modeling, Financial Analysis, Corporate Development, Mergers & Acquisitions, Finance, Equities, Venture Capital

Education
Chartered Financial Analyst (CFA)

DePauw University
Bachelor of Arts

Seattle University
MBA Program, Accounting emphasis

Stace Berkland Stace Berkland Charlotte, North Carolina Area Details
Stace Berkland's Wells Fargo Advisors, LLC Experience 2004 - Present
Job
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2004 - Present

Skills
SDLC, Business Analysis, Databases, Visio, Vendor Management, Requirements Gathering, Requirements Analysis, SharePoint, Waterfall, PMO, PMP, Business Intelligence, Data Warehousing, Business Requirements, Software Project..., Process Improvement, Integration, Project Management, Risk Management, Business Process, SQL

Education
DePaul University   1989 — 1992
BS

University of Southern Maine   1986 — 1989

Waubonsee Community College   1984 — 1986

Dean Khatib Dean Khatib West Des Moines, Iowa Details
Dean Khatib's Wells Fargo Advisors, LLC Experience August 2010 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2010 - Present
Wells Fargo Home Mortgage  January 2008 - August 2010

Skills
Retirement Planning, Investments, Finance, Fixed Annuities, 401k, Variable Annuities, Mutual Funds, Retirement, Life Insurance, Portfolio Management, Leadership

Education
Drake University   2007 — 2010
Master, Financial Management

Iowa State University - College of Business   2003 — 2006
Bachelor, Finance

New English School

Richard Ceffalio Richard Ceffalio Greater Chicago Area Details
Richard Ceffalio's Wells Fargo Advisors, LLC Experience November 2012 - Present
Job Managing Director Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 2012 - Present
UBS Financial Services, Inc.   October 2008 - November 2012
A.G. Edwards & Sons, Inc.   March 1997 - October 2008

Education
DePaul University   1989 — 1992

Bryan Askew Bryan Askew Charlotte, North Carolina Area Details
Bryan Askew's Wells Fargo Advisors, LLC Experience September 2009 - May 2010
Job
Industry Computer Software
Experience
Bank of America  April 2015 - Present
Pier 1 Imports  October 2014 - April 2015
Marshalls  October 2014 - April 2015
Wells Fargo  April 2014 - August 2014
Citco Fund Services  February 2011 - February 2014
GMAC/Ally Bank  March 2010 - February 2011
Wells Fargo Advisors, LLC   September 2009 - May 2010
Bank of America  June 2009 - September 2009
Bank of America  May 2008 - April 2009
Bank of America  January 2008 - May 2008

Skills
Quality Assurance, Business Analysis, User Acceptance Testing, SDLC, Testing, Software Quality..., Integration, Management, Test Cases, Requirements Analysis, Business Requirements, Process Improvement, Quality Center, PMO, Software Development

Education
East Carolina University   1982 — 1989
BAMA, BA Computer Science, MA Technical Writing

Salisbury High School   1980 — 1982

CPCC

Brian Teborek Brian Teborek Raleigh-Durham, North Carolina Area Details
Brian Teborek's Wells Fargo Advisors, LLC Experience 2002 - 2009
Job Senior Data Integration Analyst at BCBSNC
Industry Insurance
Experience
BCBSNC  July 2011 - Present
Dex One  September 2009 - July 2011
Wells Fargo Advisors, LLC   2002 - 2009
Accenture  1998 - 2004

Education
Denison University
BA, Mathematics

Danika Boyst Danika Boyst Charlotte, North Carolina Area Details
Danika Boyst's Wells Fargo Advisors, LLC Experience March 2006 - July 2010
Job Finance Professional
Industry Financial Services
Experience
Wells Fargo Advisors LLC  March 2006 - July 2010
Smith Barney  April 2000 - March 2006
DLJ Direct  August 1999 - April 2000
Flick2 Ltd.   1997 - 1999
Basketball City  1996 - 1998

Education
Columbia University in the City of New York   1994 — 1998
BA, American Political Science

Atisa Payvarpour Atisa Payvarpour San Francisco Bay Area Details
Atisa Payvarpour'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
Charles Schwab  February 2005 - February 2009
Merrill Lynch  1997 - 2005

Skills
Retirement Planning, Insurance, 401(K) Rollovers,..., 401(K) Rollovers, Strategic Planning, Wealth-Preservation..., Concentrated Stock..., Estate Investment..., Tax-Efficiant Planning, Investment Planning, Fixed-Income Strategies, Asset Allocation, Investment Strategies

Education
Dominican University of California   1987 — 1991
Bachelor of Arts, International Relations

Kelley Sullivan Kelley Sullivan Stuart, Florida Details
Kelley Sullivan's Wells Fargo Advisors, LLC Experience 2012 - Present
Job Financial Advisor, Assistant Vice President Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2012 - Present
Merrill Lynch  2007 - 2011
Wachovia Securities Financial Network  September 2003 - May 2007
Wachovia Securities Financial Network  June 1997 - January 2001

Skills
Insurance, Investment Strategies, Series 7

Education
East Carolina University   1992 — 1994
Education, Adaptive Physical Education

North Carolina State University   1986 — 1990
BA, Communications

Jeremiah Williamson Jeremiah Williamson Los Angeles, California Details
Jeremiah Williamson's Wells Fargo Advisors, LLC Experience 2012 - Present
Job Financial Advisor / Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2012 - Present
Chase Investment Services Corp  March 2010 - February 2012
Signature Resources  January 2007 - July 2010
Signature Resources  January 2007 - January 2008
Ameriprise Financial  November 2002 - December 2006
Ameriprise Financial Services, Inc.   2004 - 2006

Education
Connecticut College   1972 — 1976
BA, Theatre/Theater

Emily Filsinger Emily Filsinger Greater St. Louis Area Details
Emily Filsinger's Wells Fargo Advisors, LLC Experience October 2010 - January 2014
Job Business Initiatives Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  June 2015 - Present
Wells Fargo Advisors  January 2014 - June 2015
Wells Fargo Advisors, LLC   October 2010 - January 2014
Wells Fargo Advisors, LLC   August 2008 - November 2010
Morgan Stanley  June 2007 - August 2008
Numerof & Associates, Inc.   2004 - 2007

Education
Creighton University   1999 — 2003

Dave Loepker Dave Loepker Saint Louis, Missouri Details
Dave Loepker's Wells Fargo Advisors, LLC Experience February 2008 - Present
Job Sr. Vice President at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2008 - Present
Wachovia Securities  January 2006 - February 2008
A.G. Edwards & Sons, Inc.   1990 - 2006

Skills
Series 7, Series 63, Investment Advisory, Asset Allocation, Portfolio Management, Risk Management, Compliance, Separately Managed..., Series 66, Executive Management, Managed Accounts, Due Diligence, Team Management, Cost, Product Development, Asset Management, Mutual Funds, Series 24, Investments, ETFs, Alternative Investments, Investment Strategies, Trading, Bonds, Fixed Income, Equities, Financial Advisory, Stocks, Financial Analysis, Capital Markets, Wealth, Asset, Financial Markets, Equity Research, Credit, Securities, Financial Planning, Retirement, FINRA, Financial Services, Retirement Planning, Uniform Combined State...

Education
Fontbonne University   1996 — 1997
Master of Business Administration (M.B.A.)

Eastern Illinois University   1985 — 1989
Bachelor of Arts (B.A.)

Mater Dei High School

John Szymanski John Szymanski Greater New York City Area Details
John Szymanski's Wells Fargo Advisors, LLC Experience 1996 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   1996 - Present

Skills
Investments, Alternative Investments, Hedge Funds, Asset Allocation, Fixed Income, Mutual Funds, Capital Markets, Investment Strategies, Finance

Education
Columbia University in the City of New York   1976 — 1980
BS, Industrial Engineering

Kelly Roschke Kelly Roschke Greater St. Louis Area Details
Kelly Roschke's Wells Fargo Advisors, LLC Experience July 2009 - Present
Job Project Manager at Wells Fargo Advisors, LLC
Industry Information Technology and Services
Experience
Wells Fargo Advisors, LLC   July 2009 - Present
Wachovia Securities  January 2008 - July 2009
AG Edwards  2005 - 2008
A.G. Edwards & Sons   May 2000 - 2005

Education
Creighton University

Bob Grubbs Bob Grubbs Austin, Texas Area Details
Bob Grubbs's Wells Fargo Advisors, LLC Experience 2007 - 2010
Job at
Industry Computer Hardware
Experience
Dell Retiree   June 2010 - Present
Dell, Inc.   August 1998 - June 2010
Dell Computers  1998 - June 2010
Wells Fargo Advisors, LLC   2007 - 2010
Dell, Inc  1998 - 2008
General Instrument Corp  December 1993 - June 1998

Education
Drury University   1975 — 1984
BSBA, Business Administration & Accounting

Thomas Weightman Thomas Weightman Rockford, Illinois Area Details
Thomas Weightman's Wells Fargo Advisors, LLC Experience October 2012 - Present
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2012 - Present
Stifel Nicolaus  May 2005 - October 2012

Skills
Retirement Planning, Wealth Management, Mutual Funds, Investments, Asset Allocation, Retirement, Securities, Equities, Fixed Income, Fixed Annuities, Financial Advisory, Strategic Investment..., Wealth, Finance, Wealth Management..., Strategic Planning

Education
DePaul University   2001 — 2004
Bachelor's Degree, Economics

Louis Vision Louis Vision Dayton, Ohio Area Details
Louis Vision's Wells Fargo Advisors, LLC Experience November 1997 - January 2010
Job Vice President Investments at Raymond James & Associates
Industry Financial Services
Experience
Raymond James & Associates  January 2010 - Present
Wells Fargo Advisors LLC  November 1997 - January 2010
USAF  June 1991 - November 1996

Education
Drexel University   1985 — 1990
B.S., Mechanical/Aeronautical Engineering

Richard Tighe Richard Tighe Greater New York City Area Details
Richard Tighe's Wells Fargo Advisors, LLC Experience July 2014 - Present
Job Financial Advisor / Vice President – Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2014 - Present
JP Morgan Chase Bank N.A.   July 2005 - July 2014

Education
Columbia University in the City of New York   2015 — 2022

Lawrence Baier, CFP® Lawrence Baier, CFP® Greater Chicago Area Details
Lawrence Baier, CFP®'s Wells Fargo Advisors, LLC Experience August 2002 - Present
Job First Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2002 - Present
Johnson Trading   1985 - 2002
Stafford Trading  1995 - 2001

Skills
Investments, Asset Allocation, Securities, Holistic Financial...

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   1985 — 1987
MBA, Investment Management

Northeastern Illinois University   1980 — 1985
BS, Finance

Elmwood Park HS   1975 — 1979

Dan Bierwagen Dan Bierwagen Fayetteville, Arkansas Area Details
Dan Bierwagen's Wells Fargo Advisors, LLC Experience September 2003 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 2003 - Present

Skills
Retirement Planning, Retirement, Mutual Funds, Asset Allocation, Investment Strategies, Investments, Fixed Annuities, Securities, IRAs

Education
Dartmouth College   1969 — 1973
B. A.

Christian Conrad Christian Conrad Charlotte, North Carolina Area Details
Christian Conrad's Wells Fargo Advisors, LLC Experience February 2005 - November 2010
Job Senior Manager, Business Services Software Engineering at Jack Henry & Associates
Industry Information Technology and Services
Experience
Jack Henry & Associates  February 2015 - Present
Bank of America  March 2012 - February 2015
Bank of America  November 2010 - March 2012
Wells Fargo Advisors, LLC   February 2005 - November 2010
Wachovia  January 2004 - February 2005
Bank of America  August 2002 - January 2004
Libby Hill Seafood Restaurants, Inc   April 2001 - September 2003
First Union National Bank  September 2001 - August 2002
University of Florida  May 1999 - June 2001

Skills
CRM, SQL, JavaScript, Project Management, .NET, Web Development, Testing, Management, ASP.NET, Web Design, CSS, Web Applications, SDLC, Business Requirements, Vendor Management, Business Analysis, Customer Service, Visio, Program Management, Process Improvement, Information Architecture, Oracle

Education
University of Florida   1996 — 1999
MA, Communications

East Carolina University   1990 — 1994
BA, History, English

Rich Rosene Rich Rosene Washington D.C. Metro Area Details
Rich Rosene's Wells Fargo Advisors, LLC Experience 2007 - 2008
Job Supervisory MGMT & Program Analyst
Industry Government Administration
Experience
DHS/FEMA  June 2011 - Present
DHS/FEMA  January 2009 - May 2010
Wells Fargo Advisors, LLC   2007 - 2008
US Navy  July 2002 - July 2004
CPWL   1998 - 2001
U.S. Navy Reserve   1994 - 1996

Skills
DoD, Government, Security Clearance, Program Management, Policy, Homeland Security, National Security, Management, Government Contracting, Military Operations, Defense, Military, Command, Disaster Response

Education
Drexel University - LeBow College of Business   2006 — 2007
MBA, Business

U.S. Army War College   2004 — 2005
MSS, Master of Strategic Studies

University of Houston
BS, Industrial Psychology

Jayson Kaus, CFP® Jayson Kaus, CFP® Greater Chicago Area Details
Jayson Kaus, CFP®'s Wells Fargo Advisors, LLC Experience June 1999 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 1999 - Present
A.G. Edwards / Wachovia Securities   1999 - 2009

Education
Creighton University   1988 — 1992
B.S., Accounting

Anthony J. Arcuri Anthony J. Arcuri Charlottesville, Virginia Area Details
Anthony J. Arcuri's Wells Fargo Advisors, LLC Experience 2000 - Present
Job Financial Advisor and Senior Fundamental Choice Portfolio Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2000 - Present
US Army Active Duty, US Army Reserves   1984 - 2011
NGIC  2001 - 2004
Merrill Lynch  1997 - 2000

Skills
Multigenerational..., Wealth Preservation..., Financial Advisory, Retirement Planning, Business - Succesion..., Investment Planning, Risk Management, Fixed Income Strategies, Estate Investment..., Investments, Financial Analysis, Retirement

Education
Defense Language Institute

Syracuse University - Maxwell School

Patrick Briggs Patrick Briggs Greater San Diego Area Details
Patrick Briggs's Wells Fargo Advisors, LLC Experience June 2007 - Present
Job Senior Vice President and Regional Brokerage Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 2007 - Present
SunTrust Investment Services, Inc.   May 2002 - June 2007
International Paper  1994 - 1996

Skills
Investments, Insurance, Equities, Asset Allocation, Alternative Investments, Strategy, Mutual Funds, Retirement Planning, Mergers & Acquisitions, Estate Planning, Financial Analysis, Strategic Planning, Relationship Management, Risk Management

Education
University of Tennessee College of Law   1996 — 1999
Doctor of Law (JD)

Cornell University   1990 — 1994
B.S., Charles H. Dyson School of Applied Economics and Management

Mayflower Society, Member
Descendant of Pilgrim, John Alden - c. 1599-1687 (1620 Voyage Crew)

Meghan Kemp Meghan Kemp Greater Philadelphia Area Details
Meghan Kemp's Wells Fargo Advisors, LLC Experience December 2011 - February 2013
Job Laboratory/ Diagnostic Account Executive at QDx Pathology Services
Industry Hospital & Health Care
Experience
QDx Pathology Services  November 2014 - Present
Redstone American Grill  October 2010 - Present
TD  February 2013 - November 2014
Wells Fargo Advisors, LLC   December 2011 - February 2013
Paladin Consultants   March 2009 - November 2011
Northwestern Mutual  March 2008 - September 2008

Skills
Microsoft Office, Marketing, Customer Service, Financial Analysis, Sales, Social Media, Advertising, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Strategic Planning, Market Research, Event Planning, Investments, Marketing Strategy, Access, Time Management, Public Speaking, Research, Data Analysis, Management, Business Strategy, Salesforce.com, Facebook, Customer Satisfaction, Leadership

Education
Drexel University - College of Business and Administration   2007 — 2010
BS, Marketing, Biology

Fordham University   2006 — 2007
Bachelor of Science (B.S.), Business Administration

Jack Blunt Jack Blunt Palm Beach, Florida Details
Jack Blunt'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
Morgan Stanley Smith Barney  April 2003 - June 2013

Skills
Finance, Business Planning, Business Development, Business Strategy, Life Insurance, Long Term Care Insurance, Estate Investment..., Strategic Investment..., Wealth Strategies, Tactical Asset...

Education
Northwestern University - Kellogg School of Management   1985 — 1987
MBA, Finance

Dartmouth College   1978 — 1982
AB, Economics / Government

Brent Meadows Brent Meadows Lakeland, Florida Area Details
Brent Meadows's Wells Fargo Advisors, LLC Experience April 2013 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2013 - Present
Morgan Stanley  September 2001 - April 2013
Merrill Lynch  February 1993 - September 2001
United States Air Force  August 1982 - August 1992

Skills
Investments, Retirement, Retirement Planning, Investment Strategies, Equities, Asset Allocation, Concentrated Stock..., Tax-efficient Strategies, 401(k) Rollovers, Multi-generational...

Education
Chapman University   1989 — 1992
Master of Business Administration (MBA), Finance and Financial Management Services

University of Maryland University College   1986 — 1989
Bachelor of Science (BS), Computer Science

Community College of the Air Force   1982 — 1985
Associate of Science (AS), Language Interpretation and Translation - Russian

Carl Franz Carl Franz Greater Chicago Area Details
Carl Franz's Wells Fargo Advisors, LLC Experience December 2009 - Present
Job Sr. ETL Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   December 2009 - Present

Education
Concordia University Chicago   1976 — 1980
BA, Political Philosophy and Computer Science

Clarissa Beltran Clarissa Beltran Corpus Christi, Texas Area Details
Clarissa Beltran's Wells Fargo Advisors, LLC Experience 2008 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2008 - Present

Education
Texas A&M University-Corpus Christi   2001 — 2003
Master of Public Administration (M.P.A.)

Texas A&M University-Corpus Christi   1998 — 1999
Bachelor of Arts (B.A.), POLITICAL SCIENCE

Del Mar College   1996 — 1998
Associate of Arts (A.A.)

Elisabeth (Lisa) Niemann, MBA Elisabeth (Lisa) Niemann, MBA Greater Chicago Area Details
Elisabeth (Lisa) Niemann, MBA's Wells Fargo Advisors, LLC Experience April 2015 - Present
Job First Vice President Branch Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2015 - Present
Wells Fargo Advisors, LLC.   March 2014 - Present
Wells Fargo Advisors, LLC   September 2011 - March 2014
Wells Fargo Advisors  July 2007 - September 2011
Wells Fargo Advisors  September 2006 - July 2007
Wells Fargo Advisors  April 1995 - July 2007
Wells Fargo Advisors  July 2005 - September 2006
Wells Fargo Advisors  April 1991 - April 1995
Wells Fargo Advisors  September 1988 - April 1991
LaSalle Bank  June 1987 - September 1988

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   1989 — 1993
MBA, Finance

Indiana University Bloomington   1983 — 1987
BS, Retail Merchandising

Kyle C. Norton Kyle C. Norton Greater Philadelphia Area Details
Kyle C. Norton's Wells Fargo Advisors, LLC Experience March 2010 - Present
Job Intern at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 2010 - Present

Education
Drexel University - LeBow College of Business   2008 — 2013
BSBA, Marketing, Entrepreneurship

William Angelos William Angelos Greater Philadelphia Area Details
William Angelos's Wells Fargo Advisors, LLC Experience March 1984 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC  March 1984 - Present
Burlington Industries  1978 - 1984

Education
Drexel University - LeBow College of Business   1974 — 1978
MBA, Finance

Plymouth Whitemarsh   1970 — 1973
High School

Plymouth Meeting Friends   1960 — 1967

Thomas C. Teagle, AAMS® Thomas C. Teagle, AAMS® Richmond, Virginia Area Details
Thomas C. Teagle, AAMS®'s Wells Fargo Advisors, LLC Experience June 2014 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 2014 - Present
BB&T Scott & Stringfellow   1997 - 2014

Skills
Investments, Asset Allocation, Mutual Funds, Securities, Investment Strategies

Education
East Carolina University   1988 — 1992
Bachelor's Degree

Evan Strother Evan Strother Greater Atlanta Area Details
Evan Strother's Wells Fargo Advisors, LLC Experience May 2011 - August 2011
Job Business Analyst at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company  September 2013 - Present
McKinsey & Company  May 2012 - August 2012
Wells Fargo Advisors, LLC   May 2011 - August 2011
Duke University  August 2010 - December 2010
PowerSoft Technologies, LLC   May 2010 - August 2010
EZGSA  May 2008 - August 2009

Education
Duke University   2009 — 2013
BS, Civil Engineering

Sidwell Friends School   2005 — 2009

Stephen Kidron Stephen Kidron Greater Philadelphia Area Details
Stephen Kidron's Wells Fargo Advisors, LLC Experience September 2013 - Present
Job Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 2013 - Present
Team Capital Bank  September 2012 - September 2013

Education
Drexel University - College of Business and Administration   2007 — 2012
Finance

HHHS

Andrew L. Hlavach Andrew L. Hlavach Greater Chicago Area Details
Andrew L. Hlavach's Wells Fargo Advisors, LLC Experience May 1987 - Present
Job Vice PresidentInvestments,Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 1987 - Present

Education
DePaul University
BS, Finance

Daryl G. Regenauer Daryl G. Regenauer Louisville, Kentucky Details
Daryl G. Regenauer's Wells Fargo Advisors, LLC Experience September 2011 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 2011 - Present
Hatteras Funds  December 2009 - August 2011
Global Wealth Advantage, LLC   September 2007 - December 2009
Loring Ward  June 2004 - August 2007
ING Funds  June 1999 - May 2004
Wheat First Butcher Singer  January 1992 - May 1999

Skills
Investments, Retirement Planning, Alternative Investments, Investment Strategies, Mutual Funds, Asset Allocation, Securities, Uniform Combined State..., Investment Planning

Education
University of Kentucky   1986 — 1990
BBA, Business Finance

Eastern Kentucky University   1986 — 1987

Gregory Thies Gregory Thies Saint Louis, Missouri Details
Gregory Thies's Wells Fargo Advisors, LLC Experience March 2005 - Present
Job Compliance Manager Surveillance & Oversight at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 2005 - Present
A.G. Edwards & Sons, Inc.   March 2003 - February 2005
A.G. Edwards & Sons, Inc.   November 1999 - February 2003

Education
Fontbonne University   2000 — 2002
Master of Business Administration (M.B.A.)

DePaul University   1995 — 1999
Bachelor of Science, Finance, General

Abdel-Kader Ben-Mohamed Abdel-Kader Ben-Mohamed United States Details
Abdel-Kader Ben-Mohamed's Wells Fargo Advisors, LLC Experience April 2014 - Present
Job Financial Advisor, First Vice President Investments at Wells Fargo Advisors, LLC
Industry
Experience
Wells Fargo Advisors, LLC   April 2014 - Present
Citibank Citigold International   May 2008 - March 2014

Skills
Finance, French, Portuguese, English, Spanish, Wealth Management, Business Planning, Market Research

Education
Spears School of Business - Oklahoma State University
Doctor of Philosophy (Ph.D.), Business Administration

Creighton University
Master's degree, Security Analysis and Portfolio Management

American Military University
Bachelor's degree, Middle Eastern Studies

City University of New York
Associate's degree, Business Administration

Anthony LaPia Anthony LaPia Houston, Texas Details
Anthony LaPia's Wells Fargo Advisors, LLC Experience May 1996 - Present
Job Managing Director Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 1996 - Present

Education
Duquesne University   1976 — 1980
Bachelor of Science in Business Administration, Accounting

Tim Hannigan Tim Hannigan Orange County, California Area Details
Tim Hannigan's Wells Fargo Advisors, LLC Experience July 2011 - Present
Job Compliance Specialist at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2011 - Present
UBS  January 2007 - July 2011
LDCC   2001 - 2007

Education
Connecticut College   1996 — 2000
BA, Economics

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