Wells Fargo Advisors, LLC
Industry: Subsidiary
DescriptionWells Fargo Advisors is a subsidiary of Wells Fargo, located in St Louis, Missouri. It is the ninth largest brokerage firm in the United States as of August 17, 2017 with $490 billion retail client assets under management. Headquarters: St. Louis, Missouri, United States Number of employees: 15,000 Advisors Parent organization: Wells Fargo Founded: 4 September 2001 Total assets: 490 billion USD Subsidiaries: Wachovia Securities (Argentina) LLC (Buenos Aires Argentina),
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Wells Fargo Advisors, LLC Employees
Employee
Years
Job
Industry
Harold G Wenger, Jr Harold G Wenger, Jr's Wells Fargo Advisors, LLC Experience 2001 - Present
Job Senior Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2001 - Present
Smith Barney 1991 - 2001
Prudential Securities 1982 - 1991
Skills
Estate/Legacy Planning..., Medicare Planning/Long..., Retirement Income..., Social Security..., Wealth Preservation..., Asset Allocation, Financial Advisory, Investment Strategies, Strategic Planning, Tax-Efficient Strategies
Education
Franklin & Marshall College 1976 — 1981
BA cum laude, Government
Wells Fargo Advisors, LLC 2001 - Present
Smith Barney 1991 - 2001
Prudential Securities 1982 - 1991
Skills
Estate/Legacy Planning..., Medicare Planning/Long..., Retirement Income..., Social Security..., Wealth Preservation..., Asset Allocation, Financial Advisory, Investment Strategies, Strategic Planning, Tax-Efficient Strategies
Education
Franklin & Marshall College 1976 — 1981
BA cum laude, Government
Richard Spayde Jr., CRPC®'s Wells Fargo Advisors, LLC Experience 1990 - Present
Job Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 1990 - Present
Cure on Wheels, Inc, a 501c3 non profit 2007 - Present
Skills
Investments, Retirement Planning, Mutual Funds, Fundraising, Strategic Planning, Insurance, Financial Analysis, Asset Allocation, Strategic Investment...
Education
Florida State University 1984 — 1988
B.S., Business/Hospitality Administration
Wells Fargo Advisors, LLC 1990 - Present
Cure on Wheels, Inc, a 501c3 non profit 2007 - Present
Skills
Investments, Retirement Planning, Mutual Funds, Fundraising, Strategic Planning, Insurance, Financial Analysis, Asset Allocation, Strategic Investment...
Education
Florida State University 1984 — 1988
B.S., Business/Hospitality Administration
Oluchi Uwah, MBA Oluchi Uwah, MBA's Wells Fargo Advisors, LLC Experience August 2008 - June 2011
Job Assistant Vice President Communications Project Manager at Wells Fargo Advisors; Creative Visionary
Industry Public Relations and Communications
Experience
Wells Fargo Advisors December 2012 - Present
The Urbane Group, LLC December 2009 - Present
Wells Fargo Advisors June 2011 - December 2012
Wells Fargo Advisors, LLC August 2008 - June 2011
West One Promotions 2009 - 2011
Wachovia Securities, LLC June 2007 - July 2008
Toyota Motor Sales, USA October 2006 - December 2006
Lexus June 2006 - October 2006
Pfizer Pharmaceuticals January 2005 - August 2005
Skills
Writing, Marketing Communications, Product Development, Event Planning, Customer Service, Teamwork, Promotions, PowerPoint, Microsoft Office, Excel, Word, Outlook, Microsoft Word, Microsoft Excel, Leadership, Negotiation, Management, Training, Team Building, Public Relations, Analysis, Sales, Project Management, Business Development, Salesforce.com, Public Speaking, Competitive Analysis, Time Management, Marketing, Strategic Planning
Education
Florida Agricultural and Mechanical University 2001 — 2007
MBA, Marketing
Florida Agricultural and Mechanical University
Wells Fargo Advisors December 2012 - Present
The Urbane Group, LLC December 2009 - Present
Wells Fargo Advisors June 2011 - December 2012
Wells Fargo Advisors, LLC August 2008 - June 2011
West One Promotions 2009 - 2011
Wachovia Securities, LLC June 2007 - July 2008
Toyota Motor Sales, USA October 2006 - December 2006
Lexus June 2006 - October 2006
Pfizer Pharmaceuticals January 2005 - August 2005
Skills
Writing, Marketing Communications, Product Development, Event Planning, Customer Service, Teamwork, Promotions, PowerPoint, Microsoft Office, Excel, Word, Outlook, Microsoft Word, Microsoft Excel, Leadership, Negotiation, Management, Training, Team Building, Public Relations, Analysis, Sales, Project Management, Business Development, Salesforce.com, Public Speaking, Competitive Analysis, Time Management, Marketing, Strategic Planning
Education
Florida Agricultural and Mechanical University 2001 — 2007
MBA, Marketing
Florida Agricultural and Mechanical University
Bryan Davis, CLTC Bryan Davis, CLTC's Wells Fargo Advisors, LLC Experience July 2010 - October 2013
Job Financial Associate Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial November 2013 - Present
Wells Fargo Advisors, LLC July 2010 - October 2013
Skills
Asset allocation, Retirement strategies, Retirement accumulation..., Retirement distribution..., Investment strategies, Risk management, Education funding, Legacy strategies, Estate strategies, Charitable strategies
Education
Franklin University
BS, Applied Management
Thrivent Financial November 2013 - Present
Wells Fargo Advisors, LLC July 2010 - October 2013
Skills
Asset allocation, Retirement strategies, Retirement accumulation..., Retirement distribution..., Investment strategies, Risk management, Education funding, Legacy strategies, Estate strategies, Charitable strategies
Education
Franklin University
BS, Applied Management
Glenn Sabath Glenn Sabath's Wells Fargo Advisors, LLC Experience March 2010 - Present
Job Associate Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC March 2010 - Present
Assent LLC March 2005 - January 2010
Education
Florida Atlantic University
Finance
Wells Fargo Advisors, LLC March 2010 - Present
Assent LLC March 2005 - January 2010
Education
Florida Atlantic University
Finance
Devin Schleidt Devin Schleidt's Wells Fargo Advisors, LLC Experience September 2009 - January 2010
Job Energy Efficiency Arbitrage
Industry Renewables & Environment
Experience
Lantern Energy February 2015 - August 2015
Lantern Energy March 2013 - February 2015
Schleidt Works LLC May 2010 - January 2015
Edible Arrangements October 2012 - March 2013
Pratt & Whitney August 2010 - June 2012
Wells Fargo Advisors, LLC September 2009 - January 2010
Pratt & Whitney January 2009 - August 2009
Skills
Financial Analysis, Microsoft Office, Visual Basic, Market Research, Quickbooks, Business Analysis, Entrepreneurship, Business Development, Leadership, Analysis, Microsoft Excel, Start-ups, Management, Social Media, Finance, Customer Service
Education
Fordham University 2007 — 2010
BS, Business Administration - Finance / Economics
Lantern Energy February 2015 - August 2015
Lantern Energy March 2013 - February 2015
Schleidt Works LLC May 2010 - January 2015
Edible Arrangements October 2012 - March 2013
Pratt & Whitney August 2010 - June 2012
Wells Fargo Advisors, LLC September 2009 - January 2010
Pratt & Whitney January 2009 - August 2009
Skills
Financial Analysis, Microsoft Office, Visual Basic, Market Research, Quickbooks, Business Analysis, Entrepreneurship, Business Development, Leadership, Analysis, Microsoft Excel, Start-ups, Management, Social Media, Finance, Customer Service
Education
Fordham University 2007 — 2010
BS, Business Administration - Finance / Economics
Kyle Kristoferson Kyle Kristoferson's Wells Fargo Advisors, LLC Experience May 2010 - September 2010
Job Account Executive at ARRIVE LOGISTICS
Industry Marketing and Advertising
Experience
ARRIVE LOGISTICS January 2015 - Present
Uptown Realty February 2013 - Present
Fuzzy's Taco Shop May 2013 - February 2014
Lucien, Stirling & Gray Advisory Group, Inc. May 2011 - September 2011
Wells Fargo Advisors, LLC May 2010 - September 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Teamwork, Marketing, Real Estate, Social Media Marketing, Leases
Education
The University of Texas at Austin 2009 — 2013
The University of Texas at Austin - Red McCombs School of Business 2009 — 2013
Bachelor's Degree, Finance
ESCP 2013 — 2013
Marketing
Hank Haney Golf Academy 2008 — 2009
ARRIVE LOGISTICS January 2015 - Present
Uptown Realty February 2013 - Present
Fuzzy's Taco Shop May 2013 - February 2014
Lucien, Stirling & Gray Advisory Group, Inc. May 2011 - September 2011
Wells Fargo Advisors, LLC May 2010 - September 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Teamwork, Marketing, Real Estate, Social Media Marketing, Leases
Education
The University of Texas at Austin 2009 — 2013
The University of Texas at Austin - Red McCombs School of Business 2009 — 2013
Bachelor's Degree, Finance
ESCP 2013 — 2013
Marketing
Hank Haney Golf Academy 2008 — 2009
Meghan McGuire's Wells Fargo Advisors, LLC Experience November 2014 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 2014 - Present
Wells Fargo Capital Finance March 2008 - November 2014
Creative Construction Solutions October 2004 - June 2012
Skills
Financial Analysis, Finance, Budgets, Microsoft Office, Quicken, QuickBooks, Month/Year End, Inventory, Epicor, Forecasting, Colorado State Insurance, College Education..., Retirement Planning, Investment Planning, Asset Allocation, 401(k) Rollovers, Business Owner Planning, Deferred compensation..., Estate Investment..., Financial Advisory, Financial Reporting, Financial Services, Fixed Income Strategies, Insurance, Investment Strategies, Investments, Multigenerational..., Relationship Management, Retirement, Retirement Plan..., Retirement Savings, Risk Management, Securities, Strategic Planning, Wealth Preservation..., Cash Management
Education
Colorado State University- Global 2009 — 2013
Master's degree, Organizational Leadership
Fort Hays State University 1998 — 2001
Bachelor of Applied Science (B.A.Sc.), Business, Management, Marketing, and Related Support Services
Wells Fargo Advisors, LLC November 2014 - Present
Wells Fargo Capital Finance March 2008 - November 2014
Creative Construction Solutions October 2004 - June 2012
Skills
Financial Analysis, Finance, Budgets, Microsoft Office, Quicken, QuickBooks, Month/Year End, Inventory, Epicor, Forecasting, Colorado State Insurance, College Education..., Retirement Planning, Investment Planning, Asset Allocation, 401(k) Rollovers, Business Owner Planning, Deferred compensation..., Estate Investment..., Financial Advisory, Financial Reporting, Financial Services, Fixed Income Strategies, Insurance, Investment Strategies, Investments, Multigenerational..., Relationship Management, Retirement, Retirement Plan..., Retirement Savings, Risk Management, Securities, Strategic Planning, Wealth Preservation..., Cash Management
Education
Colorado State University- Global 2009 — 2013
Master's degree, Organizational Leadership
Fort Hays State University 1998 — 2001
Bachelor of Applied Science (B.A.Sc.), Business, Management, Marketing, and Related Support Services
Michele LaRocca Michele LaRocca's Wells Fargo Advisors, LLC Experience December 2011 - Present
Job Assistant Regional Support Center Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC December 2011 - Present
Wells Fargo Advisors January 2008 - November 2011
Wachovia, A Wells Fargo Company January 2005 - January 2008
Morgan Stanley January 1999 - January 2005
Education
Elizabethtown College
Wells Fargo Advisors, LLC December 2011 - Present
Wells Fargo Advisors January 2008 - November 2011
Wachovia, A Wells Fargo Company January 2005 - January 2008
Morgan Stanley January 1999 - January 2005
Education
Elizabethtown College
Jean Frank's Wells Fargo Advisors, LLC Experience July 1999 - Present
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC July 1999 - Present
Skills
Asset Allocation, 401(K) Rollovers, Financial Advisory, Insurance, Investments, Relationship Management, Wealth-Preservation..., Retirement Planning, Retirement Savings, Risk Management
Education
Florida State University 1969 — 1973
Bachelor of Science (B.S.), Education
Wells Fargo Advisors, LLC July 1999 - Present
Skills
Asset Allocation, 401(K) Rollovers, Financial Advisory, Insurance, Investments, Relationship Management, Wealth-Preservation..., Retirement Planning, Retirement Savings, Risk Management
Education
Florida State University 1969 — 1973
Bachelor of Science (B.S.), Education
Karen Sites Karen Sites's Wells Fargo Advisors, LLC Experience June 2002 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC June 2002 - Present
Skills
Investments, Retirement Planning, Finance, Management, Financial Advisory, Retirement, Financial Guidance, Wealth, Public Speaking, Series 7, Customer Service, Strategic Planning, Financial Services, Marketing, Portfolio Management, Insurance, Securities
Education
Fordham University
Bachelor of Science (B.S.), Psychology
Wells Fargo Advisors, LLC June 2002 - Present
Skills
Investments, Retirement Planning, Finance, Management, Financial Advisory, Retirement, Financial Guidance, Wealth, Public Speaking, Series 7, Customer Service, Strategic Planning, Financial Services, Marketing, Portfolio Management, Insurance, Securities
Education
Fordham University
Bachelor of Science (B.S.), Psychology
Joseph M. George Joseph M. George's Wells Fargo Advisors, LLC Experience July 1999 - Present
Job First Vice President Investments Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC July 1999 - Present
Essa Enterpirses, Inc. December 1993 - July 1999
First Union National Bank June 1988 - January 1993
Skills
Wealth Management, Investment Advisory, Retirement, Investments, Investment Strategies, Securities, Retirement Planning, Portfolio Management, Strategic Financial..., Estate Planning, 401k, Asset Management, Bonds, Finance, Financial Services, Mortgage Lending, Fixed Annuities, Financial Advisory, Wealth Management..., Financial Planning
Education
Florida Atlantic University 2005 — 2006
Financial Planning and Services
Nova Southeastern University 1990 — 1992
Master of Business Administration (MBA), Banking and Finance
Florida State University - College of Business 1986 — 1988
BS, Finance, Accounting and Finance
Wells Fargo Advisors, LLC July 1999 - Present
Essa Enterpirses, Inc. December 1993 - July 1999
First Union National Bank June 1988 - January 1993
Skills
Wealth Management, Investment Advisory, Retirement, Investments, Investment Strategies, Securities, Retirement Planning, Portfolio Management, Strategic Financial..., Estate Planning, 401k, Asset Management, Bonds, Finance, Financial Services, Mortgage Lending, Fixed Annuities, Financial Advisory, Wealth Management..., Financial Planning
Education
Florida Atlantic University 2005 — 2006
Financial Planning and Services
Nova Southeastern University 1990 — 1992
Master of Business Administration (MBA), Banking and Finance
Florida State University - College of Business 1986 — 1988
BS, Finance, Accounting and Finance
Bill Sager Bill Sager's Wells Fargo Advisors, LLC Experience June 2013 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC June 2013 - Present
Merrill Lynch of the Falls January 2011 - June 2013
Skills
Financial Modeling, Microsoft Office, PowerPoint, Due Diligence, Research, 401(k) Rollovers, 457 Plans, Asset Allocation, Estate Investment..., Financial Services, Fixed Income Strategies, Insurance, Investment Planning, Investment Strategies, Investments, Retirement, Retirement Planning, Mutual Funds, Bonds, Variable Annuities, Fixed Annuities, Wealth Preservation..., Multigenerational..., Finance, Financial Planning, Portfolio Management, Wealth Management
Education
Florida International University 2008 — 2011
Bachelor of Business Administration (BBA), Finance, General
Palmetto Senior High School 1979 — 1982
High School, High School
Wells Fargo Advisors, LLC June 2013 - Present
Merrill Lynch of the Falls January 2011 - June 2013
Skills
Financial Modeling, Microsoft Office, PowerPoint, Due Diligence, Research, 401(k) Rollovers, 457 Plans, Asset Allocation, Estate Investment..., Financial Services, Fixed Income Strategies, Insurance, Investment Planning, Investment Strategies, Investments, Retirement, Retirement Planning, Mutual Funds, Bonds, Variable Annuities, Fixed Annuities, Wealth Preservation..., Multigenerational..., Finance, Financial Planning, Portfolio Management, Wealth Management
Education
Florida International University 2008 — 2011
Bachelor of Business Administration (BBA), Finance, General
Palmetto Senior High School 1979 — 1982
High School, High School
Robert Maddock, CMFC® Robert Maddock, CMFC®'s Wells Fargo Advisors, LLC Experience November 2011 - July 2012
Job Associate Internal Client Advisor at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan March 2015 - Present
Stifel Financial Corp. April 2014 - March 2015
Stifel, Nicolaus & Company July 2012 - May 2014
Wells Fargo Advisors, LLC November 2011 - July 2012
Mass Mutual February 2011 - November 2011
Education
Fontbonne University 2010 — 2011
Graduate, Masters of Business Administration
University of Mississippi - School of Business Administration 2006 — 2010
BA, Marketing
J.P. Morgan March 2015 - Present
Stifel Financial Corp. April 2014 - March 2015
Stifel, Nicolaus & Company July 2012 - May 2014
Wells Fargo Advisors, LLC November 2011 - July 2012
Mass Mutual February 2011 - November 2011
Education
Fontbonne University 2010 — 2011
Graduate, Masters of Business Administration
University of Mississippi - School of Business Administration 2006 — 2010
BA, Marketing
Michelle Hammack Bayford Michelle Hammack Bayford's Wells Fargo Advisors, LLC Experience December 2010 - Present
Job Client Associate, Officer of Morris, Wiltshire & Borghi Financial Consulting Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC December 2010 - Present
RBC Wealth Management January 2008 - December 2010
Skills
Time Management, Accounting, Microsoft Word
Education
Ferrum College 2003 — 2007
Bachelor of Science, Computer Science
Wells Fargo Advisors LLC December 2010 - Present
RBC Wealth Management January 2008 - December 2010
Skills
Time Management, Accounting, Microsoft Word
Education
Ferrum College 2003 — 2007
Bachelor of Science, Computer Science
Al Dudley Al Dudley's Wells Fargo Advisors, LLC Experience November 1990 - Present
Job Associate Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 1990 - Present
Boettcher & Co January 1978 - November 1990
A. T. Lowry 1975 - 1977
Plains Machinery 1974 - 1975
Skills
Financial Advisory, Retirement Planning, Investment Strategies, Asset Allocation, Strategic Planning, Financial Analysis, Insurance, 401k Rollovers, Retirement Savings, Long Term Care Insurance
Education
Stephen F. Austin State University 1971 — 1973
Bachelor of Business Administration (B.B.A.), Business, Nacogdoches, TX
University of Delaware 1971 — 1971
Newark, DE
Harford Community College 1970 — 1971
Bel Air, MD
Ferrum College 1969 — 1970
Ferrum, VA
Andrew Lewis High School 1964 — 1969
Salem, VA
Wells Fargo Advisors, LLC November 1990 - Present
Boettcher & Co January 1978 - November 1990
A. T. Lowry 1975 - 1977
Plains Machinery 1974 - 1975
Skills
Financial Advisory, Retirement Planning, Investment Strategies, Asset Allocation, Strategic Planning, Financial Analysis, Insurance, 401k Rollovers, Retirement Savings, Long Term Care Insurance
Education
Stephen F. Austin State University 1971 — 1973
Bachelor of Business Administration (B.B.A.), Business, Nacogdoches, TX
University of Delaware 1971 — 1971
Newark, DE
Harford Community College 1970 — 1971
Bel Air, MD
Ferrum College 1969 — 1970
Ferrum, VA
Andrew Lewis High School 1964 — 1969
Salem, VA
Philip Staff's Wells Fargo Advisors, LLC Experience January 2013 - September 2014
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2014 - Present
Wells Fargo Advisors, LLC January 2013 - September 2014
Education
Florida State University 2005 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Ameriprise Financial Services, Inc. September 2014 - Present
Wells Fargo Advisors, LLC January 2013 - September 2014
Education
Florida State University 2005 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Sandra Puranda Sandra Puranda's Wells Fargo Advisors, LLC Experience January 2013 - Present
Job Senior Registered Client Associate, Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2013 - Present
ViSalus 2012 - 2013
Merrill Lynch February 2008 - 2012
PRC February 2005 - February 2007
Charles Schwab August 1993 - June 2004
Skills
Investments, Investment Products, Financial Services, Mutual Funds, Retirement, Options, Retirement Planning, Investment Strategies, Trading, Sales Management, ETFs, Team Leadership, Financial Advisory, Asset Allocation, Training, Bonds, IRAs, Financial Markets, Securities, Alternative Investments, Leadership, Equities, Brokerage, 401k Rollovers, 529 Plans, Roth IRA, Rollovers, Personal Finance, Inbound Marketing, Retirement Plan..., Business Development, IRA's, IRA Rollovers, Investment Planning, Portfolio Planning, Operations Management, Coaching
Education
Florida International University
Wells Fargo Advisors, LLC January 2013 - Present
ViSalus 2012 - 2013
Merrill Lynch February 2008 - 2012
PRC February 2005 - February 2007
Charles Schwab August 1993 - June 2004
Skills
Investments, Investment Products, Financial Services, Mutual Funds, Retirement, Options, Retirement Planning, Investment Strategies, Trading, Sales Management, ETFs, Team Leadership, Financial Advisory, Asset Allocation, Training, Bonds, IRAs, Financial Markets, Securities, Alternative Investments, Leadership, Equities, Brokerage, 401k Rollovers, 529 Plans, Roth IRA, Rollovers, Personal Finance, Inbound Marketing, Retirement Plan..., Business Development, IRA's, IRA Rollovers, Investment Planning, Portfolio Planning, Operations Management, Coaching
Education
Florida International University
Courtney Smuder Courtney Smuder's Wells Fargo Advisors, LLC Experience September 2013 - Present
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2013 - Present
Merrill Lynch 2012 - 2013
Education
Florida Coastal School of Law 2009 — 2012
Juris Doctor, Law
Florida Gulf Coast University 2004 — 2007
Bachelor of Science (BS), Finance, minor Political Science
Wells Fargo Advisors, LLC September 2013 - Present
Merrill Lynch 2012 - 2013
Education
Florida Coastal School of Law 2009 — 2012
Juris Doctor, Law
Florida Gulf Coast University 2004 — 2007
Bachelor of Science (BS), Finance, minor Political Science
David Llanos's Wells Fargo Advisors, LLC Experience December 2014 - Present
Job Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC December 2014 - Present
Skills
Financial Services, Microsoft Office, Investment Brokerage, Spanish, English
Education
Florida International University - College of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), International Business
Miami Dade College 2005 — 2007
Associate of Arts (A.A.), Business Administration and Management, General
Wells Fargo Advisors, LLC December 2014 - Present
Skills
Financial Services, Microsoft Office, Investment Brokerage, Spanish, English
Education
Florida International University - College of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), International Business
Miami Dade College 2005 — 2007
Associate of Arts (A.A.), Business Administration and Management, General
Janet Buley Janet Buley's Wells Fargo Advisors, LLC Experience April 2013 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2013 - Present
BNI 2013 - 2015
VALIC November 2001 - March 2013
Skills
Retirement Planning, Investments, Retirement, Wealth Management, Fixed Annuities, Financial Services, 401k, Mutual Funds, Asset Allocation, IRAs, Estate Planning..., Financial Advisory, Variable Annuities
Education
Flagler College 1989 — 1991
BA, Mass Communications, Public Relations/Advertising
Venice High School 1983 — 1987
Wells Fargo Advisors, LLC April 2013 - Present
BNI 2013 - 2015
VALIC November 2001 - March 2013
Skills
Retirement Planning, Investments, Retirement, Wealth Management, Fixed Annuities, Financial Services, 401k, Mutual Funds, Asset Allocation, IRAs, Estate Planning..., Financial Advisory, Variable Annuities
Education
Flagler College 1989 — 1991
BA, Mass Communications, Public Relations/Advertising
Venice High School 1983 — 1987
Barton J. Hunter, CFP® Barton J. Hunter, CFP®'s Wells Fargo Advisors, LLC Experience January 2001 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2001 - Present
Education
Franklin College
Wells Fargo Advisors, LLC January 2001 - Present
Education
Franklin College
Peter Nicoletti's Wells Fargo Advisors, LLC Experience January 2009 - Present
Job Managing Director Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2009 - Present
Skills
Financial Advisory, Retirement Planning, Management, Alternative Investments, Life Insurance, Business Strategy, Qualified Retirement..., Private Wealth..., Equity Trading, 10b5-1 Plans, Municipal Bonds, Wealth Planning
Education
Florida State University 1989 — 1993
Wells Fargo Advisors, LLC January 2009 - Present
Skills
Financial Advisory, Retirement Planning, Management, Alternative Investments, Life Insurance, Business Strategy, Qualified Retirement..., Private Wealth..., Equity Trading, 10b5-1 Plans, Municipal Bonds, Wealth Planning
Education
Florida State University 1989 — 1993
Alexander Orlando Alexander Orlando's Wells Fargo Advisors, LLC Experience September 2012 - Present
Job Registered Client Associate with The BurkeRynkar Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2012 - Present
Northwestern Mutual June 2012 - September 2012
Deutsche Bank June 2011 - December 2011
Skills
Retirement Planning, College Education..., Estate Planning, Financial Analysis, Investments, Mutual Funds, Public Speaking, Access
Education
Fordham University 2009 — 2013
Bachelor's Degree, Finance, General
Bergen catholic 2005 — 2009
Wells Fargo Advisors, LLC September 2012 - Present
Northwestern Mutual June 2012 - September 2012
Deutsche Bank June 2011 - December 2011
Skills
Retirement Planning, College Education..., Estate Planning, Financial Analysis, Investments, Mutual Funds, Public Speaking, Access
Education
Fordham University 2009 — 2013
Bachelor's Degree, Finance, General
Bergen catholic 2005 — 2009
Justin Dolan Justin Dolan's Wells Fargo Advisors, LLC Experience March 2010 - April 2014
Job Financial Advisor
Industry Financial Services
Experience
Thompson Baker Financial December 2014 - Present
Fifth Third Securities, Assistant Vice President April 2014 - December 2014
Wells Fargo Advisors, LLC March 2010 - April 2014
Banc of America Investments, Inc. December 2007 - May 2009
Skills
Investments, Insurance, Financial Analysis, Asset Management, Finance, Retirement Planning, Sales Operations, Wealth Management, Financial Advisory, Life Insurance, Long Term Care Insurance, Fixed Annuities, Variable Annuities, Indexed Annuities, 401k, 401k Rollovers, Simple IRA, SEP IRA, Group Health Insurance, Disability Insurance, Financial Planning, Series 7, Portfolio Management
Education
Flagler College 2003 — 2005
Bachelor of Science (B.S.), Business/Economics/Accounting
Saint Augustine High School 1995 — 1999
Thompson Baker Financial December 2014 - Present
Fifth Third Securities, Assistant Vice President April 2014 - December 2014
Wells Fargo Advisors, LLC March 2010 - April 2014
Banc of America Investments, Inc. December 2007 - May 2009
Skills
Investments, Insurance, Financial Analysis, Asset Management, Finance, Retirement Planning, Sales Operations, Wealth Management, Financial Advisory, Life Insurance, Long Term Care Insurance, Fixed Annuities, Variable Annuities, Indexed Annuities, 401k, 401k Rollovers, Simple IRA, SEP IRA, Group Health Insurance, Disability Insurance, Financial Planning, Series 7, Portfolio Management
Education
Flagler College 2003 — 2005
Bachelor of Science (B.S.), Business/Economics/Accounting
Saint Augustine High School 1995 — 1999
Daniel Grisham, Jr. Daniel Grisham, Jr.'s Wells Fargo Advisors, LLC Experience April 2006 - March 2013
Job Site Administration Manager
Industry Financial Services
Experience
Wells Fargo Advisors February 2014 - Present
Wells Fargo Advisors March 2013 - January 2014
Wells Fargo Advisors, LLC April 2006 - March 2013
Wachovia Securities March 2005 - April 2006
Wachovia Bank October 2002 - March 2005
American Express Financial Advisors April 2000 - October 2001
Skills
Leadership, Analysis, Finance, Business Analysis, Management, Investments, Financial Services, Program Management, Training, Microsoft Excel, Relationship Management, Coaching, Strategic Financial..., PowerPoint, Financial Analysis, Financial Risk, Credit, Compliance, Community Outreach, Microsoft Word, Business Planning, Securities, Team Leadership, Budgets, Wealth Management, Uniform Combined State..., SharePoint, Insurance, Project Planning, Mutual Funds, Community Service, Strategic Leadership, FINRA, Trading, Excel, Word, Youth Leadership
Education
Florida Agricultural and Mechanical University 1995 — 1999
Bachelor of Science
University of Phoenix 2003 — 2006
MBA
Wells Fargo Advisors February 2014 - Present
Wells Fargo Advisors March 2013 - January 2014
Wells Fargo Advisors, LLC April 2006 - March 2013
Wachovia Securities March 2005 - April 2006
Wachovia Bank October 2002 - March 2005
American Express Financial Advisors April 2000 - October 2001
Skills
Leadership, Analysis, Finance, Business Analysis, Management, Investments, Financial Services, Program Management, Training, Microsoft Excel, Relationship Management, Coaching, Strategic Financial..., PowerPoint, Financial Analysis, Financial Risk, Credit, Compliance, Community Outreach, Microsoft Word, Business Planning, Securities, Team Leadership, Budgets, Wealth Management, Uniform Combined State..., SharePoint, Insurance, Project Planning, Mutual Funds, Community Service, Strategic Leadership, FINRA, Trading, Excel, Word, Youth Leadership
Education
Florida Agricultural and Mechanical University 1995 — 1999
Bachelor of Science
University of Phoenix 2003 — 2006
MBA
Marcela Ramirez's Wells Fargo Advisors, LLC Experience April 2015 - Present
Job Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2015 - Present
SS&C Technologies May 2013 - March 2015
SS&C GlobeOp May 2012 - May 2013
Education
Florida Atlantic University 2007 — 2011
Bachelor of Business Administration (BBA)
Wells Fargo Advisors, LLC April 2015 - Present
SS&C Technologies May 2013 - March 2015
SS&C GlobeOp May 2012 - May 2013
Education
Florida Atlantic University 2007 — 2011
Bachelor of Business Administration (BBA)
Scott Sikes's Wells Fargo Advisors, LLC Experience January 2010 - July 2012
Job College Sales Representative at W. W. Norton & Company, Inc.
Industry Publishing
Experience
W. W. Norton & Company, Inc. July 2012 - Present
Wells Fargo Advisors, LLC January 2010 - July 2012
Schering-Plough Pharmaceuticals January 2006 - January 2010
Pearson Education November 2003 - January 2006
Emory & Henry College June 1999 - November 2003
Skills
Higher Education, Training, Publishing, Sales Presentations
Education
Emory and Henry College 1995 — 1999
B.A., Religion
W. W. Norton & Company, Inc. July 2012 - Present
Wells Fargo Advisors, LLC January 2010 - July 2012
Schering-Plough Pharmaceuticals January 2006 - January 2010
Pearson Education November 2003 - January 2006
Emory & Henry College June 1999 - November 2003
Skills
Higher Education, Training, Publishing, Sales Presentations
Education
Emory and Henry College 1995 — 1999
B.A., Religion
Yvelisse Lapadula Yvelisse Lapadula's Wells Fargo Advisors, LLC Experience February 2015 - Present
Job
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2015 - Present
UBS Financial Services / UBS International Division January 2010 - February 2015
UBS International October 1993 - January 2010
Education
Nova Southeastern University
Master's degree, Entrepreneurship/Entrepreneurial Studies
Nova Southeastern University 2009 — 2013
Bachelor's degree, International Business Finance
Fashion Institute of Technology 1988 — 1995
Bachelor's degree, Mass Communications
Dominican Commercial high school 1984 — 1987
Wells Fargo Advisors, LLC February 2015 - Present
UBS Financial Services / UBS International Division January 2010 - February 2015
UBS International October 1993 - January 2010
Education
Nova Southeastern University
Master's degree, Entrepreneurship/Entrepreneurial Studies
Nova Southeastern University 2009 — 2013
Bachelor's degree, International Business Finance
Fashion Institute of Technology 1988 — 1995
Bachelor's degree, Mass Communications
Dominican Commercial high school 1984 — 1987
Tom Yacovino's Wells Fargo Advisors, LLC Experience August 2010 - April 2012
Job President at Roster Financial
Industry Financial Services
Experience
Roster Financial 2012 - Present
Independent Financial Services Executive April 2012 - July 2012
Wells Fargo Advisors, LLC August 2010 - April 2012
Wells Fargo Advisors June 2009 - August 2010
Wachovia Securities 2008 - 2009
A.G. Edwards & Sons, Inc. October 1993 - May 2008
Merrill Lynch April 1987 - October 1993
Skills
Strategic Planning, Product Development, Series 7, Insurance, Long Term Care, Annuities, Retirement Planning, Risk Management, Series 66, Mutual Funds, Long-term Care, Fixed Annuities, Financial Services, Investments, Life Insurance, Retirement
Education
Fordham Gabelli School of Business 1985 — 1988
Master of Business Administration, Finance
University of Notre Dame 1977 — 1981
Bachelor of Business Administration, Finance
St. Joseph
Roster Financial 2012 - Present
Independent Financial Services Executive April 2012 - July 2012
Wells Fargo Advisors, LLC August 2010 - April 2012
Wells Fargo Advisors June 2009 - August 2010
Wachovia Securities 2008 - 2009
A.G. Edwards & Sons, Inc. October 1993 - May 2008
Merrill Lynch April 1987 - October 1993
Skills
Strategic Planning, Product Development, Series 7, Insurance, Long Term Care, Annuities, Retirement Planning, Risk Management, Series 66, Mutual Funds, Long-term Care, Fixed Annuities, Financial Services, Investments, Life Insurance, Retirement
Education
Fordham Gabelli School of Business 1985 — 1988
Master of Business Administration, Finance
University of Notre Dame 1977 — 1981
Bachelor of Business Administration, Finance
St. Joseph
Harris Tuchman's Wells Fargo Advisors, LLC Experience August 2014 - May 2015
Job Financial Advisor
Industry Financial Services
Experience
Oppenheimer & Co. Inc. June 2015 - Present
Wells Fargo Advisors, LLC August 2014 - May 2015
The GMS Group August 2011 - August 2014
UBS Wealth Management June 2009 - August 2009
Capitol Securities Management June 2008 - August 2008
Smith, Attorney at Law June 2006 - August 2007
Skills
Investments, Bonds, Securities, Fixed Income, Microsoft Excel, Outlook, Equities, PowerPoint, Microsoft Office
Education
Fairleigh Dickinson University 2007 — 2011
BA, Business
Fairleigh Dickinson University 2007 — 2011
Bachelor's degree, Business Administration and Management, General
Oppenheimer & Co. Inc. June 2015 - Present
Wells Fargo Advisors, LLC August 2014 - May 2015
The GMS Group August 2011 - August 2014
UBS Wealth Management June 2009 - August 2009
Capitol Securities Management June 2008 - August 2008
Smith, Attorney at Law June 2006 - August 2007
Skills
Investments, Bonds, Securities, Fixed Income, Microsoft Excel, Outlook, Equities, PowerPoint, Microsoft Office
Education
Fairleigh Dickinson University 2007 — 2011
BA, Business
Fairleigh Dickinson University 2007 — 2011
Bachelor's degree, Business Administration and Management, General
Charles A. Hall III Charles A. Hall III's Wells Fargo Advisors, LLC Experience June 2007 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC June 2007 - Present
FMSbonds, INC June 1996 - June 2007
Skills
Retirement Planning, Wealth Management, Securities, Asset Allocation, Strategic Financial..., Insurance, 401k Rollovers, Financial Advisory, Financial Analysis, Fixed Income Strategies, Investment Planning, Investment Strategies, Multi-generational..., Wealth Preservation..., Business-succession..., Estate Investment..., Financial Planning, Investments
Education
Florida International University 1989 — 1994
Bachelor of Arts (B.A.), Economics
Miami Dade College 1985 — 1988
Associate of Arts (A.A.), Economics
Wells Fargo Advisors, LLC June 2007 - Present
FMSbonds, INC June 1996 - June 2007
Skills
Retirement Planning, Wealth Management, Securities, Asset Allocation, Strategic Financial..., Insurance, 401k Rollovers, Financial Advisory, Financial Analysis, Fixed Income Strategies, Investment Planning, Investment Strategies, Multi-generational..., Wealth Preservation..., Business-succession..., Estate Investment..., Financial Planning, Investments
Education
Florida International University 1989 — 1994
Bachelor of Arts (B.A.), Economics
Miami Dade College 1985 — 1988
Associate of Arts (A.A.), Economics
Kerry H. Buettner Kerry H. Buettner's Wells Fargo Advisors, LLC Experience November 1995 - Present
Job Managing DirectorInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 1995 - Present
Education
Ferris State University 1977 — 1981
Bachelor of Science (BS), Finance
Kentwood
Wells Fargo Advisors, LLC November 1995 - Present
Education
Ferris State University 1977 — 1981
Bachelor of Science (BS), Finance
Kentwood
James E Holloway Jr.'s Wells Fargo Advisors, LLC Experience February 2011 - Present
Job Financial Advisor, Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2011 - Present
Bank of America May 2002 - February 2011
Merrill Lynch Bank of America 2002 - 2011
A.G. Edwards 1999 - 2001
Education
Florida Atlantic University 1999 — 2001
Masters in Business Administration, MBA
University of Louisiana at Lafayette 1983 — 1986
Bachelors of Science, Business administration
Wells Fargo Advisors, LLC February 2011 - Present
Bank of America May 2002 - February 2011
Merrill Lynch Bank of America 2002 - 2011
A.G. Edwards 1999 - 2001
Education
Florida Atlantic University 1999 — 2001
Masters in Business Administration, MBA
University of Louisiana at Lafayette 1983 — 1986
Bachelors of Science, Business administration
Ryan Hockenbury Ryan Hockenbury's Wells Fargo Advisors, LLC Experience April 2008 - Present
Job Compliance Consultant at Wells Fargo Advisors
Industry Marketing and Advertising
Experience
Wells Fargo Advisors, LLC April 2008 - Present
Garlich Printing Company 2000 - 2008
Skills
Series 7, Direct Marketing, Project Management, Analytics, Direct Mail, Marketing Strategy, Business Analysis, Strategic Planning, Marketing, Sales, CRM, Process Improvement
Education
Fontbonne University 2004 — 2006
Master of Business Administration (MBA)
Liberty University 1996 — 2000
Marketing
Wells Fargo Advisors, LLC April 2008 - Present
Garlich Printing Company 2000 - 2008
Skills
Series 7, Direct Marketing, Project Management, Analytics, Direct Mail, Marketing Strategy, Business Analysis, Strategic Planning, Marketing, Sales, CRM, Process Improvement
Education
Fontbonne University 2004 — 2006
Master of Business Administration (MBA)
Liberty University 1996 — 2000
Marketing
Jason D Newton, CFP® Jason D Newton, CFP®'s Wells Fargo Advisors, LLC Experience November 2006 - Present
Job Financial Advisor, Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 2006 - Present
UVEST Financial Services 2003 - 2006
Wachovia Bank 2002 - 2003
Skills
Retirement Planning, Insurance, Investment Planning, Financial Analysis, Assets & Liability..., Cash Flow Management, Risk Management, Wealth-preservation...
Education
Francis Marion University 1995 — 1999
Bachelor of Business Administration (BBA), Business Management
Wells Fargo Advisors, LLC November 2006 - Present
UVEST Financial Services 2003 - 2006
Wachovia Bank 2002 - 2003
Skills
Retirement Planning, Insurance, Investment Planning, Financial Analysis, Assets & Liability..., Cash Flow Management, Risk Management, Wealth-preservation...
Education
Francis Marion University 1995 — 1999
Bachelor of Business Administration (BBA), Business Management
Robert Joehnk Robert Joehnk's Wells Fargo Advisors, LLC Experience September 2002 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2002 - Present
Skills
Wealth Preservation..., Annuities, Retirement Planning, Life Insurance, 401k Rollovers, Financial Advisory, Mutual Funds, Asset Allocation, Fixed Annuities, Series 7, Insurance, Retirement, IRAs
Education
Florida Institute of Technology
Masters of Business Administration - pending, Finance
University of Wisconsin-Stevens Point
Bachelors of Science, Psychology, History, Dramatic Arts
Waterford High
Wells Fargo Advisors, LLC September 2002 - Present
Skills
Wealth Preservation..., Annuities, Retirement Planning, Life Insurance, 401k Rollovers, Financial Advisory, Mutual Funds, Asset Allocation, Fixed Annuities, Series 7, Insurance, Retirement, IRAs
Education
Florida Institute of Technology
Masters of Business Administration - pending, Finance
University of Wisconsin-Stevens Point
Bachelors of Science, Psychology, History, Dramatic Arts
Waterford High
Vince Egan Vince Egan's Wells Fargo Advisors, LLC Experience May 2008 - July 2013
Job Financial Consultant at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co. July 2013 - Present
Wells Fargo Advisors, LLC May 2008 - July 2013
AG Edwards & Sons Inc. July 2003 - May 2008
Centis Consumer Products March 2003 - March 2004
Lucent/Vtech/AAT 2000 - 2003
Sony 1990 - 1996
Education
Fairleigh Dickinson University 1984 — 1987
MBA, Accounting
Rutgers, The State University of New Jersey-Newark 1974 — 1978
BA, Urban Planning
Passaic Valley High School 1969 — 1973
HS Diploma, college prep
Benjamin F. Edwards & Co. July 2013 - Present
Wells Fargo Advisors, LLC May 2008 - July 2013
AG Edwards & Sons Inc. July 2003 - May 2008
Centis Consumer Products March 2003 - March 2004
Lucent/Vtech/AAT 2000 - 2003
Sony 1990 - 1996
Education
Fairleigh Dickinson University 1984 — 1987
MBA, Accounting
Rutgers, The State University of New Jersey-Newark 1974 — 1978
BA, Urban Planning
Passaic Valley High School 1969 — 1973
HS Diploma, college prep
Brandon Kane, CFP® Brandon Kane, CFP®'s Wells Fargo Advisors, LLC Experience October 2010 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2010 - Present
Key Investment Services August 2008 - October 2010
JPMorgan Chase October 2005 - August 2008
Education
Fort Lewis College
BA, Business Management
Northeastern Junior College
Metropolitan State College of Denver
Wells Fargo Advisors, LLC October 2010 - Present
Key Investment Services August 2008 - October 2010
JPMorgan Chase October 2005 - August 2008
Education
Fort Lewis College
BA, Business Management
Northeastern Junior College
Metropolitan State College of Denver
Karl Seitz,CIMA®'s Wells Fargo Advisors, LLC Experience April 2008 - Present
Job Managing Director Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2008 - Present
Education
Franklin & Marshall College 1977 — 1981
BA, Economics
Wells Fargo Advisors, LLC April 2008 - Present
Education
Franklin & Marshall College 1977 — 1981
BA, Economics
Ed Wilson Ed Wilson's Wells Fargo Advisors, LLC Experience June 2010 - May 2014
Job Director & Senior Portfolio Manager at Webster Private Bank
Industry Financial Services
Experience
Webster Private Bank May 2014 - Present
Wells Fargo Advisors, LLC June 2010 - May 2014
JPMorgan 2005 - June 2010
Northern Trust 2003 - 2005
Citigroup Private Bank April 1997 - July 2003
Prudential Financial July 1992 - April 1997
Chase Manhattan Bank 1985 - 1987
Skills
Finance, Wealth Management, Investments, Insurance, Alternative Investments, Series 7, Portfolio Management, Asset Allocation, Asset Management, Equities, Hedge Funds, Fixed Income, Mutual Funds, Investment Advisory
Education
Fordham University - Graduate School of Business Administration 1997 — 1998
MBA, Finance
Certified Financial Planner Board of Standards, Inc.
CERTIFIED FINANCIAL PLANNER™, CERTIFIED FINANCIAL PLANNER™ Professional
Fairfield University 1981 — 1985
Bachelor of Science, Finance
Stepinac
Webster Private Bank May 2014 - Present
Wells Fargo Advisors, LLC June 2010 - May 2014
JPMorgan 2005 - June 2010
Northern Trust 2003 - 2005
Citigroup Private Bank April 1997 - July 2003
Prudential Financial July 1992 - April 1997
Chase Manhattan Bank 1985 - 1987
Skills
Finance, Wealth Management, Investments, Insurance, Alternative Investments, Series 7, Portfolio Management, Asset Allocation, Asset Management, Equities, Hedge Funds, Fixed Income, Mutual Funds, Investment Advisory
Education
Fordham University - Graduate School of Business Administration 1997 — 1998
MBA, Finance
Certified Financial Planner Board of Standards, Inc.
CERTIFIED FINANCIAL PLANNER™, CERTIFIED FINANCIAL PLANNER™ Professional
Fairfield University 1981 — 1985
Bachelor of Science, Finance
Stepinac
John H. Carroll, CFP®'s Wells Fargo Advisors, LLC Experience October 2013 - Present
Job Financial Advisor, Managing DirectorInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2013 - Present
Morgan Stanley Smith Barney LLC ("MSSB") 2005 - October 2013
UBS 1996 - 2005
Skills
Retirement Planning, Investment Advisory, Mutual Funds, Alternative Investments, Equities, Finance
Education
Endicott College 2003 — 2004
Master of Business Administration (MBA), Business Administration
University of Massachusetts at Lowell 1987 — 1990
Bachelor of Science (BS), Marketing and Finance
stoneham High
Wells Fargo Advisors, LLC October 2013 - Present
Morgan Stanley Smith Barney LLC ("MSSB") 2005 - October 2013
UBS 1996 - 2005
Skills
Retirement Planning, Investment Advisory, Mutual Funds, Alternative Investments, Equities, Finance
Education
Endicott College 2003 — 2004
Master of Business Administration (MBA), Business Administration
University of Massachusetts at Lowell 1987 — 1990
Bachelor of Science (BS), Marketing and Finance
stoneham High
John Mikaelian John Mikaelian's Wells Fargo Advisors, LLC Experience October 2010 - April 2012
Job Assistant Vice President at Citi
Industry Financial Services
Experience
Citi August 2013 - Present
HomeServe USA May 2012 - August 2013
Wells Fargo Advisors, LLC October 2010 - April 2012
UBS Investment Bank June 2009 - August 2009
USI Holdings June 2008 - August 2008
Skills
Series 7, Series 66, NY State Life Accident..., Bloomberg, Thomson Reuters, Equities, Fixed Income, Mutual Funds, Wealth Management, Portfolio Management, Finance, Uniform Combined State..., Financial Analysis, Bonds, Investments
Education
Fairfield University 2006 — 2010
Bachelor of Science (B.S.)
University of International Business and Economics 2008 — 2008
Citi August 2013 - Present
HomeServe USA May 2012 - August 2013
Wells Fargo Advisors, LLC October 2010 - April 2012
UBS Investment Bank June 2009 - August 2009
USI Holdings June 2008 - August 2008
Skills
Series 7, Series 66, NY State Life Accident..., Bloomberg, Thomson Reuters, Equities, Fixed Income, Mutual Funds, Wealth Management, Portfolio Management, Finance, Uniform Combined State..., Financial Analysis, Bonds, Investments
Education
Fairfield University 2006 — 2010
Bachelor of Science (B.S.)
University of International Business and Economics 2008 — 2008
Douglas Boggie's Wells Fargo Advisors, LLC Experience December 2006 - Present
Job Associate Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC December 2006 - Present
Legg Mason Capital Management April 1992 - April 2006
Education
Florida State University 1968 — 1971
Bachelor of Science (BS), Finance, General
Wells Fargo Advisors, LLC December 2006 - Present
Legg Mason Capital Management April 1992 - April 2006
Education
Florida State University 1968 — 1971
Bachelor of Science (BS), Finance, General
Nancy Flowers, MBA Nancy Flowers, MBA's Wells Fargo Advisors, LLC Experience January 2008 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2008 - Present
Wachovia Securities Financial Network 2005 - 2008
Skills
Investments, Retirement Planning, Asset Allocation, Insurance, Finance, Mutual Funds, Financial Advisory, Securities, Investment Strategies, Credit, Wealth Preservation..., Wealth Transfer, Loans
Education
Florida Institute of Technology 2009 — 2011
Finance and Accounting, MBA
Rollins College 1996 — 1999
Bachelor of Arts (BA), Organizational Behavior
Wells Fargo Advisors, LLC January 2008 - Present
Wachovia Securities Financial Network 2005 - 2008
Skills
Investments, Retirement Planning, Asset Allocation, Insurance, Finance, Mutual Funds, Financial Advisory, Securities, Investment Strategies, Credit, Wealth Preservation..., Wealth Transfer, Loans
Education
Florida Institute of Technology 2009 — 2011
Finance and Accounting, MBA
Rollins College 1996 — 1999
Bachelor of Arts (BA), Organizational Behavior
Eric Penz Eric Penz's Wells Fargo Advisors, LLC Experience March 2013 - August 2014
Job Financial Advisor at Private Advisory Group
Industry Financial Services
Experience
Private Advisory Group September 2014 - Present
Wells Fargo Advisors, LLC March 2013 - August 2014
Allstate January 1997 - December 2012
The Penz Agency January 1997 - December 2012
Skills
Insurance, Umbrella Insurance, Investments, Homeowners, Life Insurance, Property & Casualty..., Fixed Annuities, Term Life Insurance, Retirement Planning, Disability Insurance, Renters, Liability, General Insurance, Risk Management, Commercial Insurance, Long-term Care, Casualty, Long Term Care Insurance, Wealth Management, Stock Valuation, Financial Advisory, Managerial Finance, 401(k) Rollovers, Investment Planning, Estate Investment..., Fixed-Income Strategies, Stock Analysis
Education
Eastern Washington University 1992 — 1995
Bachelor of Applied Science (B.A.Sc.), Environmental Biology
Private Advisory Group September 2014 - Present
Wells Fargo Advisors, LLC March 2013 - August 2014
Allstate January 1997 - December 2012
The Penz Agency January 1997 - December 2012
Skills
Insurance, Umbrella Insurance, Investments, Homeowners, Life Insurance, Property & Casualty..., Fixed Annuities, Term Life Insurance, Retirement Planning, Disability Insurance, Renters, Liability, General Insurance, Risk Management, Commercial Insurance, Long-term Care, Casualty, Long Term Care Insurance, Wealth Management, Stock Valuation, Financial Advisory, Managerial Finance, 401(k) Rollovers, Investment Planning, Estate Investment..., Fixed-Income Strategies, Stock Analysis
Education
Eastern Washington University 1992 — 1995
Bachelor of Applied Science (B.A.Sc.), Environmental Biology
Ricardo Flores, CRPC® Ricardo Flores, CRPC®'s Wells Fargo Advisors, LLC Experience February 2008 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2008 - Present
CBG Financial January 2007 - January 2008
Skills
Finance, Customer Service, Asset Managment, Insurance, Investments, Strategic Financial..., Mutual Funds, Team Building, Investment Strategies, Series 63, Retirement Planning, CRPC, Financial Analysis, Strategic Planning, Asset Management, Wealth Management, Portfolio Management, Life Insurance, Series 7, Investment Management, Marketing, Financial Advisory, Asset Allocation, Investment Advisory, Financial Planning
Education
Florida International University 2013 — 2015
Master of Business Administration (M.B.A.), Finance, General
Florida International University 2003 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
East brunswick high school
Wells Fargo Advisors, LLC February 2008 - Present
CBG Financial January 2007 - January 2008
Skills
Finance, Customer Service, Asset Managment, Insurance, Investments, Strategic Financial..., Mutual Funds, Team Building, Investment Strategies, Series 63, Retirement Planning, CRPC, Financial Analysis, Strategic Planning, Asset Management, Wealth Management, Portfolio Management, Life Insurance, Series 7, Investment Management, Marketing, Financial Advisory, Asset Allocation, Investment Advisory, Financial Planning
Education
Florida International University 2013 — 2015
Master of Business Administration (M.B.A.), Finance, General
Florida International University 2003 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
East brunswick high school
Michael Witt, CFP®'s Wells Fargo Advisors, LLC Experience September 2005 - September 2014
Job First Vice President Investments at Raymond James
Industry Financial Services
Experience
Raymond James September 2014 - Present
Wells Fargo Advisors, LLC September 2005 - September 2014
Skills
Portfolio Management, Retirement Planning, Asset Allocation, Series 7, Series 63, Investments, Strategic Financial..., Wealth Management, Risk Management, 401k, Insurance, Financial Planning, Asset Management
Education
Florida State University - College of Business 1988 — 1991
Bachelor's degree, Finance, General
Raymond James September 2014 - Present
Wells Fargo Advisors, LLC September 2005 - September 2014
Skills
Portfolio Management, Retirement Planning, Asset Allocation, Series 7, Series 63, Investments, Strategic Financial..., Wealth Management, Risk Management, 401k, Insurance, Financial Planning, Asset Management
Education
Florida State University - College of Business 1988 — 1991
Bachelor's degree, Finance, General
Kendra Neary Kendra Neary's Wells Fargo Advisors, LLC Experience 2009 - July 2012
Job Global Alliance Lead for Capital Markets at Accenture
Industry Financial Services
Experience
Accenture April 2005 - Present
Accenture 2014 - 2014
Wells Fargo Advisors, LLC 2009 - July 2012
Wachovia Securities 2008 - May 2009
Wachovia Bank 2005 - 2005
Skills
Management Consulting, Business Analysis, Program Management, PMO, SDLC, Change Management, Project Management, Requirements Analysis, Business Process..., Process Improvement, Banking, Risk Management, Business Transformation, Management, Leadership, PMP
Education
Elon University - Martha and Spencer Love School of Business 2000 — 2004
Business Administration
Elon University
Bachelor of Science (B.S.)
Accenture April 2005 - Present
Accenture 2014 - 2014
Wells Fargo Advisors, LLC 2009 - July 2012
Wachovia Securities 2008 - May 2009
Wachovia Bank 2005 - 2005
Skills
Management Consulting, Business Analysis, Program Management, PMO, SDLC, Change Management, Project Management, Requirements Analysis, Business Process..., Process Improvement, Banking, Risk Management, Business Transformation, Management, Leadership, PMP
Education
Elon University - Martha and Spencer Love School of Business 2000 — 2004
Business Administration
Elon University
Bachelor of Science (B.S.)
Trina Ruane Mitsch CFP(R) Trina Ruane Mitsch CFP(R)'s Wells Fargo Advisors, LLC Experience July 1989 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC July 1989 - Present
Skills
Retirement Planning
Education
Fairleigh Dickinson University 2002 — 2004
Diploma, Certified Financial Planner
Wells Fargo Advisors, LLC July 1989 - Present
Skills
Retirement Planning
Education
Fairleigh Dickinson University 2002 — 2004
Diploma, Certified Financial Planner
Alex Freund's Wells Fargo Advisors, LLC Experience October 2011 - June 2014
Job MBA Candidate
Industry Higher Education
Experience
Paramount Pictures 2015 - 2015
Wells Fargo Advisors, LLC October 2011 - June 2014
Marsh McLennan May 2010 - October 2010
Skills
Management Consulting, Social Media, Financial Analysis, Leadership, Financial Modeling, Strategy, Public Speaking, Microsoft Office, Research, Data Analysis, Marketing, Microsoft Excel, Management, Business Strategy, Entrepreneurship, Project Management
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2016
Master of Business Administration (MBA), Finance, Enterprise Management
Vassar College 2006 — 2010
Bachelor of Arts (BA), Political Science, Economics
Francis W. Parker School 1999 — 2006
Paramount Pictures 2015 - 2015
Wells Fargo Advisors, LLC October 2011 - June 2014
Marsh McLennan May 2010 - October 2010
Skills
Management Consulting, Social Media, Financial Analysis, Leadership, Financial Modeling, Strategy, Public Speaking, Microsoft Office, Research, Data Analysis, Marketing, Microsoft Excel, Management, Business Strategy, Entrepreneurship, Project Management
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2016
Master of Business Administration (MBA), Finance, Enterprise Management
Vassar College 2006 — 2010
Bachelor of Arts (BA), Political Science, Economics
Francis W. Parker School 1999 — 2006
Salim Boutagy Salim Boutagy's Wells Fargo Advisors, LLC Experience February 2015 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2015 - Present
Wells Fargo Advisors, LLC June 2013 - February 2015
UBS June 2010 - May 2013
Morgan Stanley Smith Barney June 2008 - June 2010
Education
Fordham University 2004 — 2008
BS, Finance
Fairfield Prep 2000 — 2004
Wells Fargo Advisors, LLC February 2015 - Present
Wells Fargo Advisors, LLC June 2013 - February 2015
UBS June 2010 - May 2013
Morgan Stanley Smith Barney June 2008 - June 2010
Education
Fordham University 2004 — 2008
BS, Finance
Fairfield Prep 2000 — 2004
Niall McKnight Niall McKnight's Wells Fargo Advisors, LLC Experience June 2011 - Present
Job Senior Financial Advisor, First Vice President Investments at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC June 2011 - Present
Education
Elizabethtown College
Wells Fargo Advisors, LLC June 2011 - Present
Education
Elizabethtown College
David Henkel David Henkel's Wells Fargo Advisors, LLC Experience 2006 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2006 - Present
Skills
Insurance, Program Management, Retirement Planning, Financial Analysis, Investments, Finance, Time Management, Series 7, Wealth Management, Investment Advisory, Mutual Funds, Asset Allocation, Financial Advisory, Investment Strategies, Strategic Financial..., Securities, Risk Management, Portfolio Management, Asset Management, Equities, Retirement, Series 63, Financial Services, Mortgage Lending
Education
Elon University
Bachelor's degree
University of Baltimore
Master's degree
Wells Fargo Advisors, LLC 2006 - Present
Skills
Insurance, Program Management, Retirement Planning, Financial Analysis, Investments, Finance, Time Management, Series 7, Wealth Management, Investment Advisory, Mutual Funds, Asset Allocation, Financial Advisory, Investment Strategies, Strategic Financial..., Securities, Risk Management, Portfolio Management, Asset Management, Equities, Retirement, Series 63, Financial Services, Mortgage Lending
Education
Elon University
Bachelor's degree
University of Baltimore
Master's degree
Mark Burnam Mark Burnam's Wells Fargo Advisors, LLC Experience November 2009 - November 2012
Job Second Half Team So Long Tension Hello Pension! State of Florida Financial Advisor at The Second Half Team
Industry Financial Services
Experience
Ft. Lauderdale General Employees Pension Board January 2014 - Present
The Second Half Team November 2012 - Present
Financial Industry Regulatory Authority January 1996 - December 2014
Wells Fargo Advisors, LLC November 2009 - November 2012
Ft. Lauderdale Police & Fire Pension Board May 2005 - March 2012
UBS Financial Services, Inc. December 1986 - October 2009
Oakland Park General Employees Pension Board January 1995 - December 1995
Barnett Bank August 1985 - September 1986
Skills
Investments, Retirement, Finance, Strategic Financial..., Public Speaking, Retirement Planning, Management, Government, Pensions, Mutual Funds, Policy, Risk Management, Asset Management, Wealth Management, Financial Services, Financial Analysis, Securities, Strategic Planning, Portfolio Management, Financial Advisory, Asset Allocation, Investment Advisory, Investment Strategies, Financial Planning, Alternative Investments, Estate Planning, Insurance, 401k, Hedge Funds, Employee Benefits, Investment Management, Equities, Series 7, Asset Managment, Series 63, Financial Planners, Fixed Annuities, Fixed Income, DROP, 457/Deferred Comp, Marketing, Customer Service, Pension Funds, Peace-of-mind
Education
Eckerd College 1981 — 1985
BA, Business
University of North Carolina at Chapel Hill 1982 — 1984
Business Administration and Management, General
Arch-Bishop Curley High School(now Miami Curley Notre Dame) 1977 — 1981
HIgh School Diploma
Miami Country Day School 1975 — 1978
Bolles School 1976 — 1977
8th Grade
Ft. Lauderdale General Employees Pension Board January 2014 - Present
The Second Half Team November 2012 - Present
Financial Industry Regulatory Authority January 1996 - December 2014
Wells Fargo Advisors, LLC November 2009 - November 2012
Ft. Lauderdale Police & Fire Pension Board May 2005 - March 2012
UBS Financial Services, Inc. December 1986 - October 2009
Oakland Park General Employees Pension Board January 1995 - December 1995
Barnett Bank August 1985 - September 1986
Skills
Investments, Retirement, Finance, Strategic Financial..., Public Speaking, Retirement Planning, Management, Government, Pensions, Mutual Funds, Policy, Risk Management, Asset Management, Wealth Management, Financial Services, Financial Analysis, Securities, Strategic Planning, Portfolio Management, Financial Advisory, Asset Allocation, Investment Advisory, Investment Strategies, Financial Planning, Alternative Investments, Estate Planning, Insurance, 401k, Hedge Funds, Employee Benefits, Investment Management, Equities, Series 7, Asset Managment, Series 63, Financial Planners, Fixed Annuities, Fixed Income, DROP, 457/Deferred Comp, Marketing, Customer Service, Pension Funds, Peace-of-mind
Education
Eckerd College 1981 — 1985
BA, Business
University of North Carolina at Chapel Hill 1982 — 1984
Business Administration and Management, General
Arch-Bishop Curley High School(now Miami Curley Notre Dame) 1977 — 1981
HIgh School Diploma
Miami Country Day School 1975 — 1978
Bolles School 1976 — 1977
8th Grade
Collin Main Collin Main's Wells Fargo Advisors, LLC Experience May 2013 - March 2014
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade March 2014 - Present
Wells Fargo Advisors, LLC May 2013 - March 2014
Merrill Lynch October 2011 - May 2013
Springleaf Financial Services August 2007 - October 2011
Skills
Financial Analysis, Insurance, Investments, Fixed Annuities, Retirement Planning, Portfolio Management, Financial Modeling, Mutual Funds, Variable Annuities, Finance, Series 7, Wealth Management, Loans
Education
Eastern Washington University 2003 — 2006
Bachelor of Arts, Finance and Economics
TD Ameritrade March 2014 - Present
Wells Fargo Advisors, LLC May 2013 - March 2014
Merrill Lynch October 2011 - May 2013
Springleaf Financial Services August 2007 - October 2011
Skills
Financial Analysis, Insurance, Investments, Fixed Annuities, Retirement Planning, Portfolio Management, Financial Modeling, Mutual Funds, Variable Annuities, Finance, Series 7, Wealth Management, Loans
Education
Eastern Washington University 2003 — 2006
Bachelor of Arts, Finance and Economics
Pamela Prescott Pamela Prescott's Wells Fargo Advisors, LLC Experience August 2015 - Present
Job Registered Client Associate of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2015 - Present
Thompson Davis & Co., Inc. December 2006 - August 2015
Alexander Investment Management Services June 2000 - December 2006
Skills
Investments, Mutual Funds, Investment Strategies, Financial Modeling, Mergers & Acquisitions, Due Diligence, Financial Services, Business Strategy, Alternative Investments, Financial Advisory, Asset Allocation, Financial Markets, Customer Service, Retirement, Operations Management, Insurance, Valuation, Private Equity, Financial Analysis, Small Business, Securities, Business Planning, FINRA, Stategic Invesment...
Education
Fairmont State University
Bachelor of Science (B.S.) Business Administration/Finance, Finance and Financial Management Services
Wells Fargo Advisors, LLC August 2015 - Present
Thompson Davis & Co., Inc. December 2006 - August 2015
Alexander Investment Management Services June 2000 - December 2006
Skills
Investments, Mutual Funds, Investment Strategies, Financial Modeling, Mergers & Acquisitions, Due Diligence, Financial Services, Business Strategy, Alternative Investments, Financial Advisory, Asset Allocation, Financial Markets, Customer Service, Retirement, Operations Management, Insurance, Valuation, Private Equity, Financial Analysis, Small Business, Securities, Business Planning, FINRA, Stategic Invesment...
Education
Fairmont State University
Bachelor of Science (B.S.) Business Administration/Finance, Finance and Financial Management Services
Sylvia Horack's Wells Fargo Advisors, LLC Experience July 2013 - Present
Job Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC July 2013 - Present
Skills
Fluent in German
Education
Florida State University - College of Business 2002 — 2003
Master of Business Administration (MBA)
Florida State University 1996 — 2001
Bachelor's degree
Wells Fargo Advisors, LLC July 2013 - Present
Skills
Fluent in German
Education
Florida State University - College of Business 2002 — 2003
Master of Business Administration (MBA)
Florida State University 1996 — 2001
Bachelor's degree
Angus Dillon, CFP® Angus Dillon, CFP®'s Wells Fargo Advisors, LLC Experience 2007 - Present
Job First Vice President Investments, Senior Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2007 - Present
Education
Franklin & Marshall College 1990 — 1994
Bachelor of Arts
Wells Fargo Advisors, LLC 2007 - Present
Education
Franklin & Marshall College 1990 — 1994
Bachelor of Arts
Armando A. Ureña Armando A. Ureña's Wells Fargo Advisors, LLC Experience September 2006 - Present
Job Financial Advisor, Senior Vice President Investment Officer at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2006 - Present
Lehman Brothers June 2001 - September 2006
U.S. Department of State June 1993 - June 1999
United States Army July 1985 - June 1988
Skills
Investments, Wealth Management, Equities, Fixed Income, Asset Managment, Asset Allocation, Portfolio Management, Strategic Financial..., Series 7, Series 63, Alternative Investments, Investment Advisory, ETFs, Hedge Funds, Investment Strategies, Capital Markets, Wealth Management..., Mutual Funds, Bonds, Securities
Education
Thunderbird School of Global Management 1999 — 2001
MBA, Investment Management
Florida International University 1988 — 1992
Bachelors, International Relations
Wells Fargo Advisors, LLC September 2006 - Present
Lehman Brothers June 2001 - September 2006
U.S. Department of State June 1993 - June 1999
United States Army July 1985 - June 1988
Skills
Investments, Wealth Management, Equities, Fixed Income, Asset Managment, Asset Allocation, Portfolio Management, Strategic Financial..., Series 7, Series 63, Alternative Investments, Investment Advisory, ETFs, Hedge Funds, Investment Strategies, Capital Markets, Wealth Management..., Mutual Funds, Bonds, Securities
Education
Thunderbird School of Global Management 1999 — 2001
MBA, Investment Management
Florida International University 1988 — 1992
Bachelors, International Relations
Edwin Andrews, CFP® Edwin Andrews, CFP®'s Wells Fargo Advisors, LLC Experience May 2009 - Present
Job First Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC May 2009 - Present
Smith Barney March 2002 - May 2009
Prudential Securities November 1990 - March 2002
Thomson Mckinnon Securities August 1987 - August 1990
Skills
Investments, Mutual Funds, Equities, Retirement Planning, Securities, Fixed Income, Estate Planning..., Estate Planning, Asset Allocation, Finance, Financial Services
Education
Fairleigh Dickinson University 1979 — 1981
MBA
Muhlenberg College 1975 — 1980
BA
Hun School 1970 — 1975
Wells Fargo Advisors LLC May 2009 - Present
Smith Barney March 2002 - May 2009
Prudential Securities November 1990 - March 2002
Thomson Mckinnon Securities August 1987 - August 1990
Skills
Investments, Mutual Funds, Equities, Retirement Planning, Securities, Fixed Income, Estate Planning..., Estate Planning, Asset Allocation, Finance, Financial Services
Education
Fairleigh Dickinson University 1979 — 1981
MBA
Muhlenberg College 1975 — 1980
BA
Hun School 1970 — 1975
Chad Turner's Wells Fargo Advisors, LLC Experience 2000 - Present
Job Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2000 - Present
Skills
Investments, Customer Service, Business Development
Education
Florida State University 1991 — 1996
BS, Marketing
Florida State University - College of Business 1991 — 1996
Marketing, Business
Wells Fargo Advisors, LLC 2000 - Present
Skills
Investments, Customer Service, Business Development
Education
Florida State University 1991 — 1996
BS, Marketing
Florida State University - College of Business 1991 — 1996
Marketing, Business
Timothy J. Prescott's Wells Fargo Advisors, LLC Experience February 2009 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2009 - Present
Education
Florida State University - College of Business 1975 — 1979
BS, Accounting
Wells Fargo Advisors, LLC February 2009 - Present
Education
Florida State University - College of Business 1975 — 1979
BS, Accounting
Samantha McDevitt's Wells Fargo Advisors, LLC Experience July 2014 - Present
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC July 2014 - Present
Wells Fargo Advisors, LLC March 2011 - June 2014
Wells Fargo Advisors July 2010 - March 2011
HPU Academic Services August 2008 - August 2010
CVS Caremark May 2009 - August 2009
Skills
Time Management, Marketing, Microsoft Word, Microsoft Excel, Finance, Customer Service, Marketing Communications, Training
Education
High Point University 2007 — 2011
Bachelor's degree, Finance & Marketing
High Point University, High 2007 — 2011
B.S; B.S, Marketing; Finance
Edison Community College 2006 — 2007
Dual Enrollment, General Education Requirements
Fort Myers High School 2003 — 2007
High School Diploma
Wells Fargo Advisors, LLC July 2014 - Present
Wells Fargo Advisors, LLC March 2011 - June 2014
Wells Fargo Advisors July 2010 - March 2011
HPU Academic Services August 2008 - August 2010
CVS Caremark May 2009 - August 2009
Skills
Time Management, Marketing, Microsoft Word, Microsoft Excel, Finance, Customer Service, Marketing Communications, Training
Education
High Point University 2007 — 2011
Bachelor's degree, Finance & Marketing
High Point University, High 2007 — 2011
B.S; B.S, Marketing; Finance
Edison Community College 2006 — 2007
Dual Enrollment, General Education Requirements
Fort Myers High School 2003 — 2007
High School Diploma
Michael Zuccarello Michael Zuccarello's Wells Fargo Advisors, LLC Experience February 2012 - September 2015
Job Strategic Communications Leader at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2015 - Present
Wells Fargo Advisors, LLC February 2012 - September 2015
SIFMA Securities Industry Institute 2004 - May 2013
Wells Fargo Advisors May 2007 - February 2012
A.G. Edwards October 1991 - October 2007
Multiple Daily Newspapers 1985 - 1991
Skills
Leadership Development, Organizational Culture, High Performance Teams, Strategic Thinking, Team Leadership, Strategic Communications, Management
Education
Saint Louis University 2002 — 2005
Masters, Organizational Communication
University of Pennsylvania - The Wharton School 2001 — 2004
Executive Education, Securities Industry Institute
Fordham University 1983 — 1986
Bachelors, Communications
Spackenkill High School 1979 — 1983
Wells Fargo September 2015 - Present
Wells Fargo Advisors, LLC February 2012 - September 2015
SIFMA Securities Industry Institute 2004 - May 2013
Wells Fargo Advisors May 2007 - February 2012
A.G. Edwards October 1991 - October 2007
Multiple Daily Newspapers 1985 - 1991
Skills
Leadership Development, Organizational Culture, High Performance Teams, Strategic Thinking, Team Leadership, Strategic Communications, Management
Education
Saint Louis University 2002 — 2005
Masters, Organizational Communication
University of Pennsylvania - The Wharton School 2001 — 2004
Executive Education, Securities Industry Institute
Fordham University 1983 — 1986
Bachelors, Communications
Spackenkill High School 1979 — 1983
Chris Sivley, CFP® Chris Sivley, CFP®'s Wells Fargo Advisors, LLC Experience 2001 - December 2012
Job Financial Advisor / Financial Planning / Discretionary Portfolio Management / Retirement Planning / Risk Management
Industry Financial Services
Experience
BB&T Scott & Stringfellow December 2012 - Present
Wells Fargo Advisors, LLC 2001 - December 2012
Compass Brokerage 1999 - 2001
United States Army 1993 - 1998
Skills
Investments, Portfolio Management, Insurance, Series 7, Asset Allocation, Wealth Management, Series 63, Retirement Planning, Strategic Financial..., Asset Managment, Financial Services, Wealth Management..., Financial Advisory, High Net Worth..., Investment Management, Investment Advisory, Alternative Investments, Fixed Annuities, Mutual Funds, Finance, Financial Planning, Asset Management
Education
University of Alabama 1991 — 1993
Bachelor of Science, Behavioral Sciences
Defense Language Institute 1994 — 1995
Degree, Spanish
Florida Community College at Jacksonville 2007 — 2008
CFP Professional Educational Program
BB&T Scott & Stringfellow December 2012 - Present
Wells Fargo Advisors, LLC 2001 - December 2012
Compass Brokerage 1999 - 2001
United States Army 1993 - 1998
Skills
Investments, Portfolio Management, Insurance, Series 7, Asset Allocation, Wealth Management, Series 63, Retirement Planning, Strategic Financial..., Asset Managment, Financial Services, Wealth Management..., Financial Advisory, High Net Worth..., Investment Management, Investment Advisory, Alternative Investments, Fixed Annuities, Mutual Funds, Finance, Financial Planning, Asset Management
Education
University of Alabama 1991 — 1993
Bachelor of Science, Behavioral Sciences
Defense Language Institute 1994 — 1995
Degree, Spanish
Florida Community College at Jacksonville 2007 — 2008
CFP Professional Educational Program
Nick Brown CRPC, CRC Nick Brown CRPC, CRC's Wells Fargo Advisors, LLC Experience January 2008 - December 2009
Job CRPC at AIG
Industry Financial Services
Experience
AIG January 2010 - Present
Wells Fargo Advisors, LLC January 2008 - December 2009
Bank of America January 2005 - December 2007
Bank of America January 2004 - December 2004
Tallahassee State Bank, a division of Synovus Bank January 2002 - December 2003
FICPA (Florida Institute of Certified Public Accountants) January 2000 - December 2001
Skills
Retail Banking, Financial Planning, Banking, CRPC, Estate Planning, Retirement Planning, Wealth Management, Strategic Financial..., Uniform Combined State..., Retirement, Securities, IRAs, Series 65, Series 6, Series 7, Investment Advisory, Portfolio Management, 401k, Series 63, Mutual Funds, Investments, Finance, Insurance, Financial Planners, 401k Rollovers, Asset Management, Loans, Analysis, Long Term Care Insurance, Fixed Annuities, Investment Strategies, Mortgage Lending, Accounting, Management, Asset Allocation, Wealth, Wealth Management..., ETFs, Life Insurance, Investment Management, Alternative Investments, FINRA
Education
Florida State University 1998 — 2002
AIG January 2010 - Present
Wells Fargo Advisors, LLC January 2008 - December 2009
Bank of America January 2005 - December 2007
Bank of America January 2004 - December 2004
Tallahassee State Bank, a division of Synovus Bank January 2002 - December 2003
FICPA (Florida Institute of Certified Public Accountants) January 2000 - December 2001
Skills
Retail Banking, Financial Planning, Banking, CRPC, Estate Planning, Retirement Planning, Wealth Management, Strategic Financial..., Uniform Combined State..., Retirement, Securities, IRAs, Series 65, Series 6, Series 7, Investment Advisory, Portfolio Management, 401k, Series 63, Mutual Funds, Investments, Finance, Insurance, Financial Planners, 401k Rollovers, Asset Management, Loans, Analysis, Long Term Care Insurance, Fixed Annuities, Investment Strategies, Mortgage Lending, Accounting, Management, Asset Allocation, Wealth, Wealth Management..., ETFs, Life Insurance, Investment Management, Alternative Investments, FINRA
Education
Florida State University 1998 — 2002
Stephanie Rodriguez Stephanie Rodriguez's Wells Fargo Advisors, LLC Experience October 2011 - August 2012
Job Client Service Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney August 2012 - Present
Wells Fargo Advisors, LLC October 2011 - August 2012
BankAtlantic August 2008 - November 2011
Education
Florida International University 2006 — 2011
Bachelors of Business Administration, Finance
Morgan Stanley Smith Barney August 2012 - Present
Wells Fargo Advisors, LLC October 2011 - August 2012
BankAtlantic August 2008 - November 2011
Education
Florida International University 2006 — 2011
Bachelors of Business Administration, Finance
Steven Martin, CPA, CFP® Steven Martin, CPA, CFP®'s Wells Fargo Advisors, LLC Experience May 1997 - Present
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 1997 - Present
Allegheny Energy 1991 - 1997
Skills
Retirement Planning, Asset Allocation, Insurance, Finance, Retirement, Portfolio Management, Financial Analysis, Wealth, Series 7, Risk Management, Financial Services, Financial Planning, Securities
Education
Mount St. Mary's University 1994 — 1997
Master of Business Administration (M.B.A.)
Frostburg State University 1983 — 1987
Bachelor's Degree, Accounting
Beall High School
Wells Fargo Advisors, LLC May 1997 - Present
Allegheny Energy 1991 - 1997
Skills
Retirement Planning, Asset Allocation, Insurance, Finance, Retirement, Portfolio Management, Financial Analysis, Wealth, Series 7, Risk Management, Financial Services, Financial Planning, Securities
Education
Mount St. Mary's University 1994 — 1997
Master of Business Administration (M.B.A.)
Frostburg State University 1983 — 1987
Bachelor's Degree, Accounting
Beall High School
Paul Lentini, CFP® ChFC® Paul Lentini, CFP® ChFC®'s Wells Fargo Advisors, LLC Experience September 2012 - Present
Job Branch Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2012 - Present
Wells Fargo Advisors March 2001 - September 2012
ASG Software Solutions February 2000 - February 2001
SEI June 1997 - February 2000
US Army June 1991 - May 1997
Skills
Investments, Strategic Planning, Asset Allocation, Financial Advisory, Insurance, Risk Management, Investment Strategies, Retirement Planning, Securities, Portfolio Management, Management, Team Building, Mutual Funds, Finance, Financial Services
Education
Florida State University 2005 — 2006
Certificate in Financial Planning
United States Military Academy at West Point 1987 — 1991
BS, Management/General Engineering
Culver Military Academy 1986 — 1987
Falmouth High School 1982 — 1986
Wells Fargo Advisors, LLC September 2012 - Present
Wells Fargo Advisors March 2001 - September 2012
ASG Software Solutions February 2000 - February 2001
SEI June 1997 - February 2000
US Army June 1991 - May 1997
Skills
Investments, Strategic Planning, Asset Allocation, Financial Advisory, Insurance, Risk Management, Investment Strategies, Retirement Planning, Securities, Portfolio Management, Management, Team Building, Mutual Funds, Finance, Financial Services
Education
Florida State University 2005 — 2006
Certificate in Financial Planning
United States Military Academy at West Point 1987 — 1991
BS, Management/General Engineering
Culver Military Academy 1986 — 1987
Falmouth High School 1982 — 1986
Adeniran Ajakaiye Adeniran Ajakaiye's Wells Fargo Advisors, LLC Experience September 2010 - December 2010
Job Senior Associate PricewaterhouseCoopers(PwC)
Industry Management Consulting
Experience
PricewaterhouseCoopers July 2011 - Present
Wells Fargo Advisors, LLC September 2010 - December 2010
Citi Group June 2010 - August 2010
Stanbic IBTC Bank PLC February 2009 - July 2009
Guaranty Trust Bank PLC July 2006 - February 2009
First Bank of Nigeria PLC October 2001 - July 2006
Skills
Financial Analysis, Financial Modeling, Business Analysis, Business Strategy, Management Consulting, Risk Management, Corporate Finance, Strategic Planning, Banking, Competitive Analysis, Data Analysis, Credit, Process Improvement, Project Management, Finance, Valuation, Portfolio Management, Change Management, Market Research, Business Development, Management, Leadership, Cross-functional Team..., Analysis, Strategic Financial..., Budgets, Financial Risk, Financial Services, Mergers & Acquisitions, Business Process..., Due Diligence, Strategy
Education
Washington University in St. Louis - Olin Business School 2009 — 2011
MBA, Finance and Strategy
EM Lyon 2010 — 2010
MBA- Exchange
Université Paris Dauphine 2010 — 2010
MBA- Exchange
University of Ilorin 1992 — 1999
Bachelor in Engineering, Agricultural Engineering
PricewaterhouseCoopers July 2011 - Present
Wells Fargo Advisors, LLC September 2010 - December 2010
Citi Group June 2010 - August 2010
Stanbic IBTC Bank PLC February 2009 - July 2009
Guaranty Trust Bank PLC July 2006 - February 2009
First Bank of Nigeria PLC October 2001 - July 2006
Skills
Financial Analysis, Financial Modeling, Business Analysis, Business Strategy, Management Consulting, Risk Management, Corporate Finance, Strategic Planning, Banking, Competitive Analysis, Data Analysis, Credit, Process Improvement, Project Management, Finance, Valuation, Portfolio Management, Change Management, Market Research, Business Development, Management, Leadership, Cross-functional Team..., Analysis, Strategic Financial..., Budgets, Financial Risk, Financial Services, Mergers & Acquisitions, Business Process..., Due Diligence, Strategy
Education
Washington University in St. Louis - Olin Business School 2009 — 2011
MBA, Finance and Strategy
EM Lyon 2010 — 2010
MBA- Exchange
Université Paris Dauphine 2010 — 2010
MBA- Exchange
University of Ilorin 1992 — 1999
Bachelor in Engineering, Agricultural Engineering
Liana Poodiack Liana Poodiack's Wells Fargo Advisors, LLC Experience Branch ManagerGranite BankMay 1989 - April 1998
Job Senior Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC Branch ManagerGranite BankMay 1989 - April 1998
Education
Franklin Pierce University 1989 — 1996
Bachelor's Degree, Accounting
Wells Fargo Advisors, LLC Branch ManagerGranite BankMay 1989 - April 1998
Education
Franklin Pierce University 1989 — 1996
Bachelor's Degree, Accounting
Todd Zagurski Todd Zagurski's Wells Fargo Advisors, LLC Experience September 2006 - Present
Job Financial Advisor, Senior Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2006 - Present
Education
Elmhurst College
Finance and Economics
Wells Fargo Advisors, LLC September 2006 - Present
Education
Elmhurst College
Finance and Economics
Christopher J. Maloney Christopher J. Maloney's Wells Fargo Advisors, LLC Experience July 2014 - Present
Job Managing DirectorNew York City Market Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC July 2014 - Present
Wells Fargo Advisors, LLC November 2012 - June 2014
Wells Fargo Advisors, LLC August 2010 - October 2012
Skills
Investments, Finance, Financial Services, Management, Strategic Planning, Sales, Hedge Funds, Sales Process, Financial Advisory, Securities
Education
Pace University - Lubin School of Business 1982 — 1989
Bachelor of Business Administration (B.B.A.), General Business
Embry Riddle Aeronautical University-Worldwide 1981 — 1982
Aeronautics
Wells Fargo Advisors LLC July 2014 - Present
Wells Fargo Advisors, LLC November 2012 - June 2014
Wells Fargo Advisors, LLC August 2010 - October 2012
Skills
Investments, Finance, Financial Services, Management, Strategic Planning, Sales, Hedge Funds, Sales Process, Financial Advisory, Securities
Education
Pace University - Lubin School of Business 1982 — 1989
Bachelor of Business Administration (B.B.A.), General Business
Embry Riddle Aeronautical University-Worldwide 1981 — 1982
Aeronautics
Gabriel Parham's Wells Fargo Advisors, LLC Experience August 2012 - June 2015
Job Registered Associate at Aristata Financial
Industry Financial Services
Experience
Aristata Financial June 2015 - Present
Wells Fargo Advisors LLC August 2012 - June 2015
Sunflower Bank March 2011 - August 2012
Skills
Investments, Retirement Planning, Finance, Asset Allocation, Customer Service, Strategic Planning, Microsoft Office, Fixed Annuities, Investment Strategies, IRAs, 401k, Management, Life Insurance
Education
Friends University 2007 — 2011
Bachelor of Science (BS), Business Administration and Management, General
Aristata Financial June 2015 - Present
Wells Fargo Advisors LLC August 2012 - June 2015
Sunflower Bank March 2011 - August 2012
Skills
Investments, Retirement Planning, Finance, Asset Allocation, Customer Service, Strategic Planning, Microsoft Office, Fixed Annuities, Investment Strategies, IRAs, 401k, Management, Life Insurance
Education
Friends University 2007 — 2011
Bachelor of Science (BS), Business Administration and Management, General
Nate Tepp Nate Tepp's Wells Fargo Advisors, LLC Experience April 2015 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2015 - Present
Swin Cash Enterprise LLC July 2010 - Present
Kutscher Rhodes & Benner, Inc. April 2008 - April 2015
Kutscher Hereford Bertram Burkart PLLC April 2008 - April 2015
Bellevue Community College October 2007 - March 2015
Seattle Sonics and Storm April 2008 - June 2013
Flagler College September 2003 - April 2007
Way Marine Design January 2006 - August 2006
Skills
Event Management, Customer Service, Event Planning, Public Relations, Social Media, Recruiting, Sales, Microsoft Office, Marketing, Time Management, Management, Microsoft Excel, Strategy, Social Media Marketing
Education
Flagler College 2003 — 2007
Batchelor of Arts, Sport Management & Business Administration
Seattle Academy 1996 — 2003
Wells Fargo Advisors, LLC April 2015 - Present
Swin Cash Enterprise LLC July 2010 - Present
Kutscher Rhodes & Benner, Inc. April 2008 - April 2015
Kutscher Hereford Bertram Burkart PLLC April 2008 - April 2015
Bellevue Community College October 2007 - March 2015
Seattle Sonics and Storm April 2008 - June 2013
Flagler College September 2003 - April 2007
Way Marine Design January 2006 - August 2006
Skills
Event Management, Customer Service, Event Planning, Public Relations, Social Media, Recruiting, Sales, Microsoft Office, Marketing, Time Management, Management, Microsoft Excel, Strategy, Social Media Marketing
Education
Flagler College 2003 — 2007
Batchelor of Arts, Sport Management & Business Administration
Seattle Academy 1996 — 2003
Tiffany Shorkey's Wells Fargo Advisors, LLC Experience March 2013 - Present
Job Marketing Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC March 2013 - Present
JPMorgan Chase Bank May 2011 - March 2013
University of Colorado January 2011 - May 2011
Wells Fargo Bank July 2006 - January 2011
University of Colorado Colorado Springs January 2008 - January 2009
Bank of America January 2006 - July 2007
Skills
Leadership, Marketing, Coaching, Customer Service, Public Speaking, Strategic Planning, Event Planning, Negotiation, Human Resources, Process Management, Relationship Management, Photography, Communication
Education
University of Colorado Colorado Springs 2008 — 2014
Bachelor of Arts (B.A.), Cultural Anthropology, Cum Laude
Florida SouthWestern State College 2005 — 2012
Visual and Performing Arts, 4.0
Wells Fargo Advisors, LLC March 2013 - Present
JPMorgan Chase Bank May 2011 - March 2013
University of Colorado January 2011 - May 2011
Wells Fargo Bank July 2006 - January 2011
University of Colorado Colorado Springs January 2008 - January 2009
Bank of America January 2006 - July 2007
Skills
Leadership, Marketing, Coaching, Customer Service, Public Speaking, Strategic Planning, Event Planning, Negotiation, Human Resources, Process Management, Relationship Management, Photography, Communication
Education
University of Colorado Colorado Springs 2008 — 2014
Bachelor of Arts (B.A.), Cultural Anthropology, Cum Laude
Florida SouthWestern State College 2005 — 2012
Visual and Performing Arts, 4.0
Alvin V. Spencer Jr. Alvin V. Spencer Jr.'s Wells Fargo Advisors, LLC Experience April 2014 - Present
Job Managing Director Market Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2014 - Present
Wells Fargo Advisors, LLC October 2007 - April 2014
UBS October 2002 - August 2007
Merrill Lynch November 1993 - October 2002
Education
Ferris State University
Bachelor’s Degree, Business Administration
Wells Fargo Advisors, LLC April 2014 - Present
Wells Fargo Advisors, LLC October 2007 - April 2014
UBS October 2002 - August 2007
Merrill Lynch November 1993 - October 2002
Education
Ferris State University
Bachelor’s Degree, Business Administration
H. Scott Waldman H. Scott Waldman's Wells Fargo Advisors, LLC Experience January 2001 - Present
Job First Vice President Branch Manager Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2001 - Present
Education
Florida International University 1985 — 1987
BS, Advertising / Marketing
Fort Lauderdale College 1991 — 1993
MBA, Management
Fort Lauderdale College 1993 — 1995
BS, Accounting
University of Florida 1983 — 1985
Wells Fargo Advisors, LLC January 2001 - Present
Education
Florida International University 1985 — 1987
BS, Advertising / Marketing
Fort Lauderdale College 1991 — 1993
MBA, Management
Fort Lauderdale College 1993 — 1995
BS, Accounting
University of Florida 1983 — 1985
Lidia Page Lidia Page's Wells Fargo Advisors, LLC Experience July 1999 - October 2012
Job REALTOR® at Lyon Real Estate
Industry Real Estate
Experience
Lyon Real Estate April 2015 - Present
Wells Fargo Advisors, LLC July 1999 - October 2012
All About Honeymoons 2006 - 2010
Skills
Marketing, Business Development, Customer Experience, Business Planning, Cross Selling, Series 7, Series 66, CA Insurance License, Executive..., Event Planning, Event Management, Trading, Team Management, Project Management, Contact Management, Key Account Management, Email distribution, Sales Presentations, Advertising, Expense Management, Stock Research, Restricted Stock, Asset Allocation, Trust Management, Compliance, Succession Planning, Trade Shows, PowerPoint, Video Conferencing, Travel Planning, Travel Arrangements, Web Marketing, Web Content, Product Marketing, Logistics Management, Sales
Education
Chamberlin Real Estate School
Real Estate
Folsom Lake College
Business Administration and Management, General
Sierra College
General Studies
Lyon Real Estate April 2015 - Present
Wells Fargo Advisors, LLC July 1999 - October 2012
All About Honeymoons 2006 - 2010
Skills
Marketing, Business Development, Customer Experience, Business Planning, Cross Selling, Series 7, Series 66, CA Insurance License, Executive..., Event Planning, Event Management, Trading, Team Management, Project Management, Contact Management, Key Account Management, Email distribution, Sales Presentations, Advertising, Expense Management, Stock Research, Restricted Stock, Asset Allocation, Trust Management, Compliance, Succession Planning, Trade Shows, PowerPoint, Video Conferencing, Travel Planning, Travel Arrangements, Web Marketing, Web Content, Product Marketing, Logistics Management, Sales
Education
Chamberlin Real Estate School
Real Estate
Folsom Lake College
Business Administration and Management, General
Sierra College
General Studies
Randall Loggins Randall Loggins's Wells Fargo Advisors, LLC Experience March 2008 - April 2010
Job Vice President, SunTrust Commercial Banking, MBA Candidate at Emory University
Industry Financial Services
Experience
SunTrust May 2015 - Present
SunTrust Bank June 2010 - Present
Wells Fargo Advisors, LLC March 2008 - April 2010
Sunmark Community Bank 2006 - 2007
Skills
Commercial Lending, Commercial Banking, Cash Flow, Wealth Management, Risk Management, Finance, Credit, Physician Relations, Portfolio Management, Real Estate, Cash Flow Management, Loans, Small Business Lending, Credit Analysis, Underwriting, Financial Services, Financial Modeling, Banking, Financial Analysis
Education
Emory University - Goizueta Business School 2013 — 2016
Master of Business Administration (MBA) Candidate, Evening MBA program
The University of Georgia 2002 — 2006
BBA
SunTrust May 2015 - Present
SunTrust Bank June 2010 - Present
Wells Fargo Advisors, LLC March 2008 - April 2010
Sunmark Community Bank 2006 - 2007
Skills
Commercial Lending, Commercial Banking, Cash Flow, Wealth Management, Risk Management, Finance, Credit, Physician Relations, Portfolio Management, Real Estate, Cash Flow Management, Loans, Small Business Lending, Credit Analysis, Underwriting, Financial Services, Financial Modeling, Banking, Financial Analysis
Education
Emory University - Goizueta Business School 2013 — 2016
Master of Business Administration (MBA) Candidate, Evening MBA program
The University of Georgia 2002 — 2006
BBA
DAVID MELBY DAVID MELBY's Wells Fargo Advisors, LLC Experience February 2009 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2009 - Present
Oppenheimer and Co. Inc September 1996 - March 2009
Dean Witter Reynolds May 1993 - September 1996
Education
Elmhurst College 1990 — 1993
Wells Fargo Advisors, LLC February 2009 - Present
Oppenheimer and Co. Inc September 1996 - March 2009
Dean Witter Reynolds May 1993 - September 1996
Education
Elmhurst College 1990 — 1993
George Fellios's Wells Fargo Advisors, LLC Experience January 1997 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 1997 - Present
Skills
Investments, Finance, Asset Allocation, Retirement Planning, Mutual Funds, Investment Strategies
Education
Florida State University - College of Business
Bachelor of Science (B.S.), Finance, General
Wells Fargo Advisors, LLC January 1997 - Present
Skills
Investments, Finance, Asset Allocation, Retirement Planning, Mutual Funds, Investment Strategies
Education
Florida State University - College of Business
Bachelor of Science (B.S.), Finance, General
Lynn Ann Celestin's Wells Fargo Advisors, LLC Experience April 2011 - May 2012
Job Financial Solutions Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Edge December 2014 - Present
State Farm Agent February 2014 - November 2014
Wells Fargo May 2012 - January 2014
Wells Fargo Advisors, LLC April 2011 - May 2012
CELEST*Air 2008 - 2010
Styro Systems Inc. January 2001 - December 2008
GenFlex Roofing Systems LLC 1995 - 1999
Dow Chemical 1985 - 1995
Skills
Investments, Securities, Business Intelligence, Sales Operations, Sales, Insurance, Wealth Management, Technical Analysis, Strategy, Leadership, Portfolio Management, Finance, Risk Management, Strategic Financial..., Selling, Series 7, Financial Planning
Education
Kennesaw State University - Michael J. Coles College of Business
MBA, Information Systems
Ferris State University 1981 — 1982
Insurance
Kennesaw State University 1982 — 1985
Bachelor’s Degree, Marketing /Management
PADI
Scuba Diver
Merrill Edge December 2014 - Present
State Farm Agent February 2014 - November 2014
Wells Fargo May 2012 - January 2014
Wells Fargo Advisors, LLC April 2011 - May 2012
CELEST*Air 2008 - 2010
Styro Systems Inc. January 2001 - December 2008
GenFlex Roofing Systems LLC 1995 - 1999
Dow Chemical 1985 - 1995
Skills
Investments, Securities, Business Intelligence, Sales Operations, Sales, Insurance, Wealth Management, Technical Analysis, Strategy, Leadership, Portfolio Management, Finance, Risk Management, Strategic Financial..., Selling, Series 7, Financial Planning
Education
Kennesaw State University - Michael J. Coles College of Business
MBA, Information Systems
Ferris State University 1981 — 1982
Insurance
Kennesaw State University 1982 — 1985
Bachelor’s Degree, Marketing /Management
PADI
Scuba Diver
James Edward Ollis Jr's Wells Fargo Advisors, LLC Experience July 2008 - June 2014
Job Home Mortgage Consultant at Wells Fargo Home Mortgage, NMLSR ID: 1376156
Industry Financial Services
Experience
Wells Fargo Home Mortgage May 2015 - Present
Wells Fargo Advisors, LLC July 2008 - June 2014
American General Finance January 2001 - June 2006
Rent-A-Center January 1998 - January 2001
Skills
Investments, Finance, Portfolio Management, Banking, Loans, Credit, Financial Services, Wealth Management, Management, Insurance, Investment Strategies, Retirement, Credit Analysis
Education
University of Phoenix 2003 — 2006
Bachelor of Science, Business Management
Florida Community College at Jacksonville 1995 — 1997
AA, General
Wells Fargo Home Mortgage May 2015 - Present
Wells Fargo Advisors, LLC July 2008 - June 2014
American General Finance January 2001 - June 2006
Rent-A-Center January 1998 - January 2001
Skills
Investments, Finance, Portfolio Management, Banking, Loans, Credit, Financial Services, Wealth Management, Management, Insurance, Investment Strategies, Retirement, Credit Analysis
Education
University of Phoenix 2003 — 2006
Bachelor of Science, Business Management
Florida Community College at Jacksonville 1995 — 1997
AA, General
Nina Romans Nina Romans's Wells Fargo Advisors, LLC Experience January 2006 - Present
Job Vice President Investments, Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2006 - Present
Robert W. Baird & Co. January 1999 - February 2006
Internal Revenue Service January 1973 - December 1979
Education
Florida State University 1969 — 1973
BA, International Business
Boone High School Orlando Florida 1966 — 1969
Wells Fargo Advisors, LLC January 2006 - Present
Robert W. Baird & Co. January 1999 - February 2006
Internal Revenue Service January 1973 - December 1979
Education
Florida State University 1969 — 1973
BA, International Business
Boone High School Orlando Florida 1966 — 1969
Alessandro Agnone's Wells Fargo Advisors, LLC Experience May 2014 - Present
Job Senior Registered Client Associate at Wells Fargo Advisors
Industry Banking
Experience
Wells Fargo Advisors LLC May 2014 - Present
Merrill Lynch April 2011 - May 2014
Activa Capital Markets October 2010 - April 2011
Skills
Banking, Corporate Finance, Equities, Finance, Financial Analysis, Fixed Income, Forecasting, Portfolio Management, Risk Management, Strategic Financial..., Valuation, Investments, Financial Modeling, Bloomberg, Capital Markets
Education
Florida International University 2010 — 2012
Master of International Business
Wells Fargo Advisors LLC May 2014 - Present
Merrill Lynch April 2011 - May 2014
Activa Capital Markets October 2010 - April 2011
Skills
Banking, Corporate Finance, Equities, Finance, Financial Analysis, Fixed Income, Forecasting, Portfolio Management, Risk Management, Strategic Financial..., Valuation, Investments, Financial Modeling, Bloomberg, Capital Markets
Education
Florida International University 2010 — 2012
Master of International Business
Andrew Draluck Andrew Draluck's Wells Fargo Advisors, LLC Experience October 2011 - February 2013
Job Great Western Investments & Insurance
Industry Investment Management
Experience
Great Western Bank October 2014 - Present
eMoney Advisor February 2013 - May 2014
Wells Fargo Advisors, LLC October 2011 - February 2013
Advisors Asset Management, Inc. 2010 - April 2011
Curian Capital 2002 - 2009
ING Funds 1999 - 2001
J&W Seligman 1993 - 1998
Skills
Structured Products, Series 63, Financial Services, Asset Allocation, Sales, Fixed Annuities, Alternative Investments, Mutual Funds, Leadership, Series 7, Investments, Separately Managed..., Training, Financial Advisory, Securities, ETFs, Series 65, Sales Management, Management, Sales Operations, Marketing Strategy, Insurance, Wealth Management, Retirement Planning
Education
Florida Atlantic University 1989 — 1991
BBA, Finance
Marlboro High School 1982 — 1986
High School Diploma, Academic
Great Western Bank October 2014 - Present
eMoney Advisor February 2013 - May 2014
Wells Fargo Advisors, LLC October 2011 - February 2013
Advisors Asset Management, Inc. 2010 - April 2011
Curian Capital 2002 - 2009
ING Funds 1999 - 2001
J&W Seligman 1993 - 1998
Skills
Structured Products, Series 63, Financial Services, Asset Allocation, Sales, Fixed Annuities, Alternative Investments, Mutual Funds, Leadership, Series 7, Investments, Separately Managed..., Training, Financial Advisory, Securities, ETFs, Series 65, Sales Management, Management, Sales Operations, Marketing Strategy, Insurance, Wealth Management, Retirement Planning
Education
Florida Atlantic University 1989 — 1991
BBA, Finance
Marlboro High School 1982 — 1986
High School Diploma, Academic
Catherine Lathrop-Cummings, CFP®'s Wells Fargo Advisors, LLC Experience 1996 - Present
Job Finacial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 1996 - Present
Education
Florida State University
Certificate in Financial Planning
Florida State University
CERTRIFIED FINANCIAL PLANNER(TM) Professional
Wells Fargo Advisors, LLC 1996 - Present
Education
Florida State University
Certificate in Financial Planning
Florida State University
CERTRIFIED FINANCIAL PLANNER(TM) Professional
Joseph Manfredi Joseph Manfredi's Wells Fargo Advisors, LLC Experience 2009 - May 2015
Job COO, Senior Portfolio Manager at BaltimoreWashington Financial Advisors
Industry Financial Services
Experience
Baltimore-Washington Financial Advisors June 2015 - Present
Wells Fargo Advisors, LLC 2009 - May 2015
UBS Wealth Management 2001 - 2009
Prudential Securities 1993 - 2001
Merrill Lynch 1986 - 1993
Skills
Series 7, Series 63, Investment Advisory, Asset Allocation, Wealth Management, Virginia Insurance..., Series 8, Investments, Portfolio Management
Education
Fordham University - Graduate School of Business Administration 1988 — 1991
MBA, Finance
Fordham University 1982 — 1986
BS, Finance/Economics
jumanfredi@msn.com
Baltimore-Washington Financial Advisors June 2015 - Present
Wells Fargo Advisors, LLC 2009 - May 2015
UBS Wealth Management 2001 - 2009
Prudential Securities 1993 - 2001
Merrill Lynch 1986 - 1993
Skills
Series 7, Series 63, Investment Advisory, Asset Allocation, Wealth Management, Virginia Insurance..., Series 8, Investments, Portfolio Management
Education
Fordham University - Graduate School of Business Administration 1988 — 1991
MBA, Finance
Fordham University 1982 — 1986
BS, Finance/Economics
jumanfredi@msn.com
Chris M. Wagner's Wells Fargo Advisors, LLC Experience April 2011 - December 2011
Job Portfolio Manager at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley December 2011 - Present
Wells Fargo Advisors, LLC April 2011 - December 2011
RBC Wealth Management September 2006 - April 2011
Morgan Financial, Inc. September 2004 - September 2006
Balboa Capital Corporation September 2003 - September 2004
Poole, McKinley and Blosser January 1999 - August 2002
Skills
Portfolio Management, Equities, Options Strategies, Municipal Bonds, Capital Markets, Endowments, Hedge Funds, Fixed Income, Strategic Financial..., Private Equity, Investments, Alternative Investments, Venture Capital, Asset Management, Financial Advisory, Private Foundations, Institutional..., Bloomberg Terminal, Rule 144, Reuters, ThomsonOne, Estate Planning, Asset Managment, Series 7, Separately Managed..., Credit, Seed Capital, investment office..., Oil & Gas Industry
Education
Florida State University 1998 — 2002
BS, Political Science/Business Administration
Morgan Stanley December 2011 - Present
Wells Fargo Advisors, LLC April 2011 - December 2011
RBC Wealth Management September 2006 - April 2011
Morgan Financial, Inc. September 2004 - September 2006
Balboa Capital Corporation September 2003 - September 2004
Poole, McKinley and Blosser January 1999 - August 2002
Skills
Portfolio Management, Equities, Options Strategies, Municipal Bonds, Capital Markets, Endowments, Hedge Funds, Fixed Income, Strategic Financial..., Private Equity, Investments, Alternative Investments, Venture Capital, Asset Management, Financial Advisory, Private Foundations, Institutional..., Bloomberg Terminal, Rule 144, Reuters, ThomsonOne, Estate Planning, Asset Managment, Series 7, Separately Managed..., Credit, Seed Capital, investment office..., Oil & Gas Industry
Education
Florida State University 1998 — 2002
BS, Political Science/Business Administration
Jennifer Pritchett's Wells Fargo Advisors, LLC Experience January 2009 - November 2011
Job Application Systems Engineer at Wells Fargo
Industry Computer Software
Experience
Wells Fargo November 2011 - Present
Wells Fargo Advisors, LLC January 2009 - November 2011
Wachovia Securities, LLC October 2007 - December 2008
AG Edwards & Sons, Inc. 2005 - October 2007
Anheuser-Busch Companies, Inc. 2000 - 2004
Trendmasters 1999 - 2000
Skills
DB2, SDLC, Business Objects, Visio, Teradata, SOA, SQL, Databases, Data Warehousing, Oracle, Requirements Gathering, ETL, Analysis, Enterprise Architecture, Requirements Analysis
Education
Webster University 2002 — 2004
MBA, Business Admin.
Fontbonne University 1995 — 1999
BS, Computer Science
Ursuline 1991 — 1995
Wells Fargo November 2011 - Present
Wells Fargo Advisors, LLC January 2009 - November 2011
Wachovia Securities, LLC October 2007 - December 2008
AG Edwards & Sons, Inc. 2005 - October 2007
Anheuser-Busch Companies, Inc. 2000 - 2004
Trendmasters 1999 - 2000
Skills
DB2, SDLC, Business Objects, Visio, Teradata, SOA, SQL, Databases, Data Warehousing, Oracle, Requirements Gathering, ETL, Analysis, Enterprise Architecture, Requirements Analysis
Education
Webster University 2002 — 2004
MBA, Business Admin.
Fontbonne University 1995 — 1999
BS, Computer Science
Ursuline 1991 — 1995
Catherine Beckmann's Wells Fargo Advisors, LLC Experience April 2008 - April 2010
Job at
Industry Capital Markets
Experience
H&R Block November 2011 - Present
Morgan Stanley Smith Barney June 2010 - November 2011
H&R Block December 2009 - July 2010
Wells Fargo Advisors, LLC April 2008 - April 2010
Timber Hill/Interactive Brokers October 2006 - April 2007
Peak6 Investments June 2004 - June 2006
American Stock Exchange 1984 - 2004
Bear Wagner Specialists 1998 - 2003
American Stock Exchange 1983 - 2002
American Express Publishing June 1996 - October 1998
Skills
Equities, Options, Trading, Financial Planning, Tax
Education
Fairfield University 2006 — 2007
Certificate Degree, Financial Planning
Pratt Institute 1996 — 1998
Certificate, Interactive Multimedia
Georgetown University 1975 — 1979
BA, Economics, English
H&R Block November 2011 - Present
Morgan Stanley Smith Barney June 2010 - November 2011
H&R Block December 2009 - July 2010
Wells Fargo Advisors, LLC April 2008 - April 2010
Timber Hill/Interactive Brokers October 2006 - April 2007
Peak6 Investments June 2004 - June 2006
American Stock Exchange 1984 - 2004
Bear Wagner Specialists 1998 - 2003
American Stock Exchange 1983 - 2002
American Express Publishing June 1996 - October 1998
Skills
Equities, Options, Trading, Financial Planning, Tax
Education
Fairfield University 2006 — 2007
Certificate Degree, Financial Planning
Pratt Institute 1996 — 1998
Certificate, Interactive Multimedia
Georgetown University 1975 — 1979
BA, Economics, English
Caitlin Gilligan's Wells Fargo Advisors, LLC Experience September 2010 - June 2011
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2010 - Present
Wells Fargo Advisors, LLC September 2010 - June 2011
Skills
Series 7, Series 63, Securities, Portfolio Management, Asset Management, Equities, Mutual Funds
Education
Fairfield University 1999 — 2003
West Essex High School 1996 — 1999
Merrill Lynch September 2010 - Present
Wells Fargo Advisors, LLC September 2010 - June 2011
Skills
Series 7, Series 63, Securities, Portfolio Management, Asset Management, Equities, Mutual Funds
Education
Fairfield University 1999 — 2003
West Essex High School 1996 — 1999
Bradley Burke's Wells Fargo Advisors, LLC Experience May 2010 - December 2013
Job Financial Professional at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC October 2014 - Present
Value Creation, LLC May 2014 - Present
Morgan Stanley Private Wealth Management February 2014 - May 2014
Wells Fargo Advisors, LLC May 2010 - December 2013
VentureLoop April 2009 - May 2010
Elgae Associates September 2007 - May 2010
Alliant Credit Union June 2009 - November 2009
InsideVenture January 2009 - March 2009
VIP Concierge Services April 2007 - December 2007
Wells Fargo December 2005 - December 2006
Skills
Entrepreneurship, Financial Analysis, Investment Banking, Investments, Strategy, Capital Markets, Business Development, Leadership, Sales, Finance, Marketing Strategy, Venture Capital, Insurance, Coaching, Financial Services, Start-ups, Mergers & Acquisitions, Private Equity, Portfolio Management, Financial Modeling, Valuation, Business Strategy, Management Consulting, Business Planning, Due Diligence, IPO, Corporate Finance, Banking, Executive Management, Strategic Financial..., Credit, Corporate Development, Relationship Management, Wealth Management, Alternative Investments, Competitive Analysis, Strategic Partnerships, Investor Relations, Analysis, Market Research, Investment Advisory, Securities, Mutual Funds, Equities, Loans, Series 7, Mortgage Lending, Strategic Planning, Credit Analysis, New Business Development
Education
University of California, Santa Barbara 1998 — 2000
Bachelors, Business Economics & Accounting
Foothill College 1995 — 1998
AA, Economics
AXA Advisors, LLC October 2014 - Present
Value Creation, LLC May 2014 - Present
Morgan Stanley Private Wealth Management February 2014 - May 2014
Wells Fargo Advisors, LLC May 2010 - December 2013
VentureLoop April 2009 - May 2010
Elgae Associates September 2007 - May 2010
Alliant Credit Union June 2009 - November 2009
InsideVenture January 2009 - March 2009
VIP Concierge Services April 2007 - December 2007
Wells Fargo December 2005 - December 2006
Skills
Entrepreneurship, Financial Analysis, Investment Banking, Investments, Strategy, Capital Markets, Business Development, Leadership, Sales, Finance, Marketing Strategy, Venture Capital, Insurance, Coaching, Financial Services, Start-ups, Mergers & Acquisitions, Private Equity, Portfolio Management, Financial Modeling, Valuation, Business Strategy, Management Consulting, Business Planning, Due Diligence, IPO, Corporate Finance, Banking, Executive Management, Strategic Financial..., Credit, Corporate Development, Relationship Management, Wealth Management, Alternative Investments, Competitive Analysis, Strategic Partnerships, Investor Relations, Analysis, Market Research, Investment Advisory, Securities, Mutual Funds, Equities, Loans, Series 7, Mortgage Lending, Strategic Planning, Credit Analysis, New Business Development
Education
University of California, Santa Barbara 1998 — 2000
Bachelors, Business Economics & Accounting
Foothill College 1995 — 1998
AA, Economics
Katrina S. McNeil's Wells Fargo Advisors, LLC Experience July 2009 - September 2010
Job IT ConsultantSoftware Quality Assurance
Industry Information Technology and Services
Experience
Bank of America October 2010 - April 2011
Wells Fargo Advisors, LLC July 2009 - September 2010
Keane September 2007 - June 2009
Skills
Software Quality..., Test Management, Customer Service, Integration Testing, Quality Center, User Acceptance Testing, Project Management, Test Scripts, Documentations, Test Planning, Defect Tracking, Business Analysis, SDLC, Requirements Gathering, Analysis, Business Requirements
Education
University of Phoenix 2010 — 2012
Masters, Business Administration
Fayetteville State University 1992 — 1996
Middle Grades Education, Math, Science
Bank of America October 2010 - April 2011
Wells Fargo Advisors, LLC July 2009 - September 2010
Keane September 2007 - June 2009
Skills
Software Quality..., Test Management, Customer Service, Integration Testing, Quality Center, User Acceptance Testing, Project Management, Test Scripts, Documentations, Test Planning, Defect Tracking, Business Analysis, SDLC, Requirements Gathering, Analysis, Business Requirements
Education
University of Phoenix 2010 — 2012
Masters, Business Administration
Fayetteville State University 1992 — 1996
Middle Grades Education, Math, Science
Scott Zagurski's Wells Fargo Advisors, LLC Experience May 2006 - Present
Job Complex Manager, Senior Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2006 - Present
Education
Elmhurst College 1983 — 1987
Bachelor of Science (BS), Finance, General
Wells Fargo Advisors, LLC May 2006 - Present
Education
Elmhurst College 1983 — 1987
Bachelor of Science (BS), Finance, General
Briana Gigliotti's Wells Fargo Advisors, LLC Experience January 2008 - April 2010
Job Design Director COVA
Industry Design
Experience
COVA July 2014 - Present
Quiksilver September 2010 - July 2014
VOLCOM April 2010 - August 2010
Ezekiel April 2010 - June 2010
Wells Fargo Advisors, LLC January 2008 - April 2010
Citi Smith Barney May 2006 - January 2008
Skills
Fashion, Photoshop, Illustrator, Apparel, Trend Analysis, Tech Packs, Fashion Design, Adobe Creative Suite, Styling, Brand Development, Trend, Sportswear, Sketching, Wovens, Knitwear, Swimwear, Graphic Design, Product Development, Technical Design, Mood Boards, Draping, Fashion Illustration, Outerwear, Merchandising, Trend Forecasting, Sewing, Visual Merchandising
Education
Fashion Institute of Design & Merchandising 2009 — 2010
Merchandise Product Development
University of California, Irvine 2002 — 2006
B.A., Anthropology, Psychology
COVA July 2014 - Present
Quiksilver September 2010 - July 2014
VOLCOM April 2010 - August 2010
Ezekiel April 2010 - June 2010
Wells Fargo Advisors, LLC January 2008 - April 2010
Citi Smith Barney May 2006 - January 2008
Skills
Fashion, Photoshop, Illustrator, Apparel, Trend Analysis, Tech Packs, Fashion Design, Adobe Creative Suite, Styling, Brand Development, Trend, Sportswear, Sketching, Wovens, Knitwear, Swimwear, Graphic Design, Product Development, Technical Design, Mood Boards, Draping, Fashion Illustration, Outerwear, Merchandising, Trend Forecasting, Sewing, Visual Merchandising
Education
Fashion Institute of Design & Merchandising 2009 — 2010
Merchandise Product Development
University of California, Irvine 2002 — 2006
B.A., Anthropology, Psychology
Nicole Schuery's Wells Fargo Advisors, LLC Experience May 2010 - August 2014
Job Realtor/ Corretora de imóveis
Industry Real Estate
Experience
Howard Chase Real Estate August 2014 - Present
Wells Fargo Advisors, LLC May 2010 - August 2014
Bank Leumi USA January 2008 - May 2010
Skills
Investments, Series 7, Securities, Asset Managment, Bloomberg, Equities, Fixed Income, Mutual Funds, Portfolio Management, Risk Management, Series 63, Sales, Wealth Management, Management, Financial Analysis, Banking, Strategic Planning, Strategic Financial..., Project Management, New Business Development, Negotiation, Marketing, Financial Modeling, Entrepreneurship, Credit, Asset Management, Business Development
Education
Florida International University 2006 — 2007
Master of Business Administration (MBA) and Master in Finance
Universidade Federal de Juiz de Fora 1999 — 2002
Economics
Howard Chase Real Estate August 2014 - Present
Wells Fargo Advisors, LLC May 2010 - August 2014
Bank Leumi USA January 2008 - May 2010
Skills
Investments, Series 7, Securities, Asset Managment, Bloomberg, Equities, Fixed Income, Mutual Funds, Portfolio Management, Risk Management, Series 63, Sales, Wealth Management, Management, Financial Analysis, Banking, Strategic Planning, Strategic Financial..., Project Management, New Business Development, Negotiation, Marketing, Financial Modeling, Entrepreneurship, Credit, Asset Management, Business Development
Education
Florida International University 2006 — 2007
Master of Business Administration (MBA) and Master in Finance
Universidade Federal de Juiz de Fora 1999 — 2002
Economics
Michael Rakowiecki's Wells Fargo Advisors, LLC Experience September 2009 - Present
Job Senior Equity Trader at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2009 - Present
Wachovia Securities May 2007 - September 2009
A.G. Edwards May 1985 - 2007
Skills
Series 63, Securities, Series 7, Trading
Education
Fontbonne University 1981 — 1985
Wells Fargo Advisors, LLC September 2009 - Present
Wachovia Securities May 2007 - September 2009
A.G. Edwards May 1985 - 2007
Skills
Series 63, Securities, Series 7, Trading
Education
Fontbonne University 1981 — 1985
Lino (Joe) Gutierrez's Wells Fargo Advisors, LLC Experience August 2013 - Present
Job Financial Advisor, Vice President Investments Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2013 - Present
PNC Investments March 2010 - August 2013
Merrill Lynch May 2008 - August 2009
Goldman Sachs / Senderra Funding September 2006 - 2008
HSBC / D1 1999 - 2006
Skills
Leadership, Management, Training, Sales, Sales Operations
Education
Florida Atlantic University 1989 — 1991
BA, Finance
University of Florida 1987 — 1989
Business Administration / Finance
Wells Fargo Advisors, LLC August 2013 - Present
PNC Investments March 2010 - August 2013
Merrill Lynch May 2008 - August 2009
Goldman Sachs / Senderra Funding September 2006 - 2008
HSBC / D1 1999 - 2006
Skills
Leadership, Management, Training, Sales, Sales Operations
Education
Florida Atlantic University 1989 — 1991
BA, Finance
University of Florida 1987 — 1989
Business Administration / Finance
Tim Poore's Wells Fargo Advisors, LLC Experience March 1996 - Present
Job First Vice PresidentInvestment Officer at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC March 1996 - Present
Skills
Retirement Planning, Asset Allocation, Financial Services, Risk Management, Insurance, Tax Planning Strategies
Education
North Carolina State University 1989 — 1993
Business Management, Economics
Elon University 1988 — 1989
Wells Fargo Advisors LLC March 1996 - Present
Skills
Retirement Planning, Asset Allocation, Financial Services, Risk Management, Insurance, Tax Planning Strategies
Education
North Carolina State University 1989 — 1993
Business Management, Economics
Elon University 1988 — 1989
Joseph N. Mazzucco's Wells Fargo Advisors, LLC Experience January 2010 - Present
Job Associate Vice President Investments, Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2010 - Present
Citi Smith Barney January 2006 - January 2010
Citi September 2004 - December 2005
Education
Fordham University
Bachelor of Science (BS) - Business Administration
Fordham Preparatory School 1996 — 2000
High School Diploma
Wells Fargo Advisors, LLC January 2010 - Present
Citi Smith Barney January 2006 - January 2010
Citi September 2004 - December 2005
Education
Fordham University
Bachelor of Science (BS) - Business Administration
Fordham Preparatory School 1996 — 2000
High School Diploma
Laura Megl's Wells Fargo Advisors, LLC Experience September 2009 - March 2011
Job Senior Systems Analyst
Industry Information Technology and Services
Experience
MasterCard April 2011 - Present
Wells Fargo Advisors, LLC September 2009 - March 2011
GMAC Insurance July 1997 - November 2008
Edward Jones January 1985 - July 1997
Education
Fontbonne University 1980 — 1985
B.S., Mathematics / Computer Science
MasterCard April 2011 - Present
Wells Fargo Advisors, LLC September 2009 - March 2011
GMAC Insurance July 1997 - November 2008
Edward Jones January 1985 - July 1997
Education
Fontbonne University 1980 — 1985
B.S., Mathematics / Computer Science
April McKinney's Wells Fargo Advisors, LLC Experience 1997 - Present
Job Senior Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 1997 - Present
Education
Furman University
Bachelor's, Accounting and Business Administration
Wells Fargo Advisors, LLC 1997 - Present
Education
Furman University
Bachelor's, Accounting and Business Administration
Jack Fleming's Wells Fargo Advisors, LLC Experience October 2001 - Present
Job Senior Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2001 - Present
Wells Fargo Advisors, LLC October 2009 - April 2012
Wachovia, A Wells Fargo Company November 2001 - October 2009
PaineWebber October 1998 - October 2001
Crazy Papa's March 1984 - September 1989
Bagel Inn January 1978 - August 1982
Education
Florida State University 1980 — 1981
Certified Financial Planner, Finance
Manatee Community College 1978 — 1978
Associates Degree, Finance
Riverview Highschool 1977 — 1978
Island Trees High School 1974 — 1977
Wells Fargo Advisors, LLC October 2001 - Present
Wells Fargo Advisors, LLC October 2009 - April 2012
Wachovia, A Wells Fargo Company November 2001 - October 2009
PaineWebber October 1998 - October 2001
Crazy Papa's March 1984 - September 1989
Bagel Inn January 1978 - August 1982
Education
Florida State University 1980 — 1981
Certified Financial Planner, Finance
Manatee Community College 1978 — 1978
Associates Degree, Finance
Riverview Highschool 1977 — 1978
Island Trees High School 1974 — 1977
Aaron Stevens's Wells Fargo Advisors, LLC Experience October 2014 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2014 - Present
Wells Fargo Advisors, LLC July 2012 - September 2014
Education
Florida Atlantic University
Bachelor's degree, Finance, General
Wells Fargo Advisors, LLC October 2014 - Present
Wells Fargo Advisors, LLC July 2012 - September 2014
Education
Florida Atlantic University
Bachelor's degree, Finance, General
Nora Coolahan's Wells Fargo Advisors, LLC Experience May 2009 - Present
Job Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2009 - Present
Wachovia Securities, LLC January 2009 - June 2009
Smith Barney January 2005 - August 2008
Smith Barney 1999 - 2008
Smith Barney 1999 - 2008
Smith Barney November 1999 - December 2004
Prudential Securities August 1997 - November 1999
Prudential Securities November 1996 - August 1997
Chase Manhattan Bank 1980 - 1985
Education
Pace University - Lubin School of Business 1981 — 1985
MBA, Finance
Fairfield University 1976 — 1980
BS, Accounting
Wells Fargo Advisors, LLC May 2009 - Present
Wachovia Securities, LLC January 2009 - June 2009
Smith Barney January 2005 - August 2008
Smith Barney 1999 - 2008
Smith Barney 1999 - 2008
Smith Barney November 1999 - December 2004
Prudential Securities August 1997 - November 1999
Prudential Securities November 1996 - August 1997
Chase Manhattan Bank 1980 - 1985
Education
Pace University - Lubin School of Business 1981 — 1985
MBA, Finance
Fairfield University 1976 — 1980
BS, Accounting
Glenda Bone's Wells Fargo Advisors, LLC Experience February 2010 - February 2011
Job Regional Branch Supervisor at Financial Advisor Firm
Industry Financial Services
Experience
Financial Advisor Firm February 2011 - Present
Wells Fargo Advisors, LLC February 2010 - February 2011
Ameriprise Financial Services, Inc. April 2002 - April 2009
Education
Fontbonne University
BSBA
Financial Advisor Firm February 2011 - Present
Wells Fargo Advisors, LLC February 2010 - February 2011
Ameriprise Financial Services, Inc. April 2002 - April 2009
Education
Fontbonne University
BSBA
Rachel Valente Ramsay's Wells Fargo Advisors, LLC Experience 2013 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2013 - Present
J.P. Morgan Securities 2007 - 2013
Skills
Equities, Fixed Income, Asset Management, Portfolio Management, Securities, Investments, Retirement Planning, Life Insurance, Disability Insurance, Asset Allocation, Investment Strategies, ETFs, Wealth Management, FX, Spanish, Financial Advisory, Financial Analysis, Insurance, Long Term Care Insurance, Fixed Annuities, Variable Annuities, 401k, 401k Rollovers, Finance, Social Security
Education
Emory University
B.A., Economics and Spanish
Harvard Westlake High School
Wells Fargo Advisors, LLC 2013 - Present
J.P. Morgan Securities 2007 - 2013
Skills
Equities, Fixed Income, Asset Management, Portfolio Management, Securities, Investments, Retirement Planning, Life Insurance, Disability Insurance, Asset Allocation, Investment Strategies, ETFs, Wealth Management, FX, Spanish, Financial Advisory, Financial Analysis, Insurance, Long Term Care Insurance, Fixed Annuities, Variable Annuities, 401k, 401k Rollovers, Finance, Social Security
Education
Emory University
B.A., Economics and Spanish
Harvard Westlake High School
Ralph Cenname's Wells Fargo Advisors, LLC Experience July 2012 - Present
Job Associate Vice PresidentInvestments, Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC July 2012 - Present
Merrill Lynch January 2006 - July 2012
Smith Barney July 1999 - January 2006
Market News International April 1997 - July 1999
Skills
Finance, Retirement, Investments, Mutual Funds, Accounting, Equities, Options, Retirement Planning, Securities, Fixed Income, General Ledger, Accounts Payable, Financial Statements, Financial Services
Education
Fordham Gabelli School of Business 1994 — 1998
MBA, Finance
Iona College 1985 — 1989
BBA, Public Accounting
Wells Fargo Advisors, LLC July 2012 - Present
Merrill Lynch January 2006 - July 2012
Smith Barney July 1999 - January 2006
Market News International April 1997 - July 1999
Skills
Finance, Retirement, Investments, Mutual Funds, Accounting, Equities, Options, Retirement Planning, Securities, Fixed Income, General Ledger, Accounts Payable, Financial Statements, Financial Services
Education
Fordham Gabelli School of Business 1994 — 1998
MBA, Finance
Iona College 1985 — 1989
BBA, Public Accounting
Ana Regina Mota's Wells Fargo Advisors, LLC Experience July 2012 - Present
Job Senior Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC July 2012 - Present
Citi September 2011 - July 2012
Merrill Lynch February 2011 - September 2011
Bank of America January 2010 - July 2011
Banco Itaú 2007 - 2007
BankBoston International 2002 - 2007
BankBoston 2002 - 2006
Education
Florida International University - College of Business Administration 2000 — 2001
Master, International Business
Wells Fargo Advisors, LLC July 2012 - Present
Citi September 2011 - July 2012
Merrill Lynch February 2011 - September 2011
Bank of America January 2010 - July 2011
Banco Itaú 2007 - 2007
BankBoston International 2002 - 2007
BankBoston 2002 - 2006
Education
Florida International University - College of Business Administration 2000 — 2001
Master, International Business
Erin Cockman, MBA, CFP®'s Wells Fargo Advisors, LLC Experience June 1996 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC June 1996 - Present
Education
Elon University - Martha and Spencer Love School of Business 1999 — 2001
MBA
Wake Forest University 1992 — 1996
BS, Economics
Wells Fargo Advisors, LLC June 1996 - Present
Education
Elon University - Martha and Spencer Love School of Business 1999 — 2001
MBA
Wake Forest University 1992 — 1996
BS, Economics
Travis Wilson's Wells Fargo Advisors, LLC Experience January 2009 - November 2011
Job Regional Sales Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors November 2011 - Present
Wells Fargo Advisors, LLC January 2009 - November 2011
Wachovia Securities, LLC March 2006 - November 2011
Nationwide Financial 1996 - 2006
Skills
Series 7, Wealth Management, Series 63, Mutual Funds, Investments
Education
The University of Dallas 2011 — 2012
Masters of Theology
Franklin University 1994 — 1996
Business, Management, Marketing, and Related Support Services
Miami University 1990 — 1994
Marketing/Marketing Management, General
Wells Fargo Advisors November 2011 - Present
Wells Fargo Advisors, LLC January 2009 - November 2011
Wachovia Securities, LLC March 2006 - November 2011
Nationwide Financial 1996 - 2006
Skills
Series 7, Wealth Management, Series 63, Mutual Funds, Investments
Education
The University of Dallas 2011 — 2012
Masters of Theology
Franklin University 1994 — 1996
Business, Management, Marketing, and Related Support Services
Miami University 1990 — 1994
Marketing/Marketing Management, General
Russ Broda, CFP®'s Wells Fargo Advisors, LLC Experience February 2009 - Present
Job First Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2009 - Present
Smith Barney February 1995 - February 2009
Dean Witter November 1984 - February 1995
Skills
Asset Allocation, Retirement Planning, Mutual Funds, Strategic Investment...
Education
Emory University 1979 — 1984
BA, Economics
Dobbs Ferry High School 1978 — 1979
Wells Fargo Advisors, LLC February 2009 - Present
Smith Barney February 1995 - February 2009
Dean Witter November 1984 - February 1995
Skills
Asset Allocation, Retirement Planning, Mutual Funds, Strategic Investment...
Education
Emory University 1979 — 1984
BA, Economics
Dobbs Ferry High School 1978 — 1979
Jim English's Wells Fargo Advisors, LLC Experience March 1996 - Present
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC March 1996 - Present
Skills
Investments, Retirement Planning, Asset Allocation, Mutual Funds, Retirement, Financial Analysis, Investment Strategies
Education
Fairfield University 1982 — 1986
CBA
Wells Fargo Advisors, LLC March 1996 - Present
Skills
Investments, Retirement Planning, Asset Allocation, Mutual Funds, Retirement, Financial Analysis, Investment Strategies
Education
Fairfield University 1982 — 1986
CBA
John Piszko's Wells Fargo Advisors, LLC Experience April 2009 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2009 - Present
Banc of America Investments August 2001 - April 2009
Prudential Financial July 2000 - July 2001
Skills
Investments, Finance, Retirement Planning, Securities, Insurance, Mutual Funds, Portfolio Management, Estate Planning, Asset Allocation, Fixed Income, Wealth Planning, Investment Planning, Financial Advisory, Equities, Financial Services, Wealth Management, Financial Analysis, Series 7
Education
Fairfield University 1993 — 1997
B.A., Economics, Political Science
Wells Fargo Advisors, LLC April 2009 - Present
Banc of America Investments August 2001 - April 2009
Prudential Financial July 2000 - July 2001
Skills
Investments, Finance, Retirement Planning, Securities, Insurance, Mutual Funds, Portfolio Management, Estate Planning, Asset Allocation, Fixed Income, Wealth Planning, Investment Planning, Financial Advisory, Equities, Financial Services, Wealth Management, Financial Analysis, Series 7
Education
Fairfield University 1993 — 1997
B.A., Economics, Political Science
Shad White'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
Greater Naples Chamber of Commerce 2013 - 2013
AmSouth Bank 2004 - 2007
Education
Hodges University
MBA
Florida Gulf Coast University
BA, Communications
Wells Fargo Advisors, LLC 2008 - Present
Greater Naples Chamber of Commerce 2013 - 2013
AmSouth Bank 2004 - 2007
Education
Hodges University
MBA
Florida Gulf Coast University
BA, Communications
Beverly Hentges's Wells Fargo Advisors, LLC Experience June 2008 - Present
Job Brand Partner Nerium International, LLC
Industry Cosmetics
Experience
Nerium International, LLC August 2012 - Present
Wells Fargo Advisors, LLC June 2008 - Present
Wells Fargo Advisors, LLC June 2009 - September 2011
Wells Fargo Advisors, LLC 2008 - 2009
UPS June 2006 - December 2007
HealthChicago, Inc April 1987 - December 1989
Skills
Recruiting, Interviews, Employee Benefits, Training, Human Resources, Finance, Insurance, Personnel Management, Leadership, Direct Sales, Relationship Marketing, Investments, Customer Service, Event Planning, Financial Planning, Sales, Strategic Planning
Education
Elmhurst College 1986 — 1989
BS Business Administration, Business/Human Resources
Nerium International, LLC August 2012 - Present
Wells Fargo Advisors, LLC June 2008 - Present
Wells Fargo Advisors, LLC June 2009 - September 2011
Wells Fargo Advisors, LLC 2008 - 2009
UPS June 2006 - December 2007
HealthChicago, Inc April 1987 - December 1989
Skills
Recruiting, Interviews, Employee Benefits, Training, Human Resources, Finance, Insurance, Personnel Management, Leadership, Direct Sales, Relationship Marketing, Investments, Customer Service, Event Planning, Financial Planning, Sales, Strategic Planning
Education
Elmhurst College 1986 — 1989
BS Business Administration, Business/Human Resources
Denise Stavish's Wells Fargo Advisors, LLC Experience January 2011 - November 2012
Job PCG Branch Liaison at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors August 2013 - Present
Stratos Wealth Partners May 2013 - August 2013
Wells Fargo Advisors November 2012 - May 2013
Wells Fargo Advisors, LLC January 2011 - November 2012
Novalar Pharmaceuticals January 2009 - January 2011
Merrill Lynch August 2008 - January 2009
Fuzzy Dice October 2003 - October 2004
Walt Disney Feature Animation November 1994 - November 2002
Skills
Sales, Customer Service, Management, CRM, Sales Operations, Marketing, Account Management, Teamwork, Marketing Strategy, Financial Services, Investment Brokerage
Education
Platt College 2010 — 2011
3D Animation, Organic Modeling
Gnoman School of Visual Effects 2001 — 2003
Maya Modeling, Animation, Texture Mapping, Lighting
Fashion Institute of Technology 1989 — 1994
BFA, Illustration
Wells Fargo Advisors August 2013 - Present
Stratos Wealth Partners May 2013 - August 2013
Wells Fargo Advisors November 2012 - May 2013
Wells Fargo Advisors, LLC January 2011 - November 2012
Novalar Pharmaceuticals January 2009 - January 2011
Merrill Lynch August 2008 - January 2009
Fuzzy Dice October 2003 - October 2004
Walt Disney Feature Animation November 1994 - November 2002
Skills
Sales, Customer Service, Management, CRM, Sales Operations, Marketing, Account Management, Teamwork, Marketing Strategy, Financial Services, Investment Brokerage
Education
Platt College 2010 — 2011
3D Animation, Organic Modeling
Gnoman School of Visual Effects 2001 — 2003
Maya Modeling, Animation, Texture Mapping, Lighting
Fashion Institute of Technology 1989 — 1994
BFA, Illustration
Elorine Baptiste's Wells Fargo Advisors, LLC Experience AVP Process Manager Fixed Income,Equity, Prime BrokerageWells Fargo Advisors, LLCMay 1983 - Present
Job AVP Process Manager Fixed Income,Equity, Prime Brokerage at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC AVP Process Manager Fixed Income,Equity, Prime BrokerageWells Fargo Advisors, LLCMay 1983 - Present
Wells Fargo Advisors 1983 - Present
Wachovia Securities, LLC May 1983 - June 2005
Skills
Equities, Back Office, Fixed Income, Prime Brokerage, Settlement, Asset Management, Financial Services, Mutual Funds, Capital Markets, Securities, Series 7
Education
Fashion Institute of Technology 1976 — 1980
Fashion Design
LaGuardia Community College 1974 — 1976
AAS, Business
Wells Fargo Advisors, LLC AVP Process Manager Fixed Income,Equity, Prime BrokerageWells Fargo Advisors, LLCMay 1983 - Present
Wells Fargo Advisors 1983 - Present
Wachovia Securities, LLC May 1983 - June 2005
Skills
Equities, Back Office, Fixed Income, Prime Brokerage, Settlement, Asset Management, Financial Services, Mutual Funds, Capital Markets, Securities, Series 7
Education
Fashion Institute of Technology 1976 — 1980
Fashion Design
LaGuardia Community College 1974 — 1976
AAS, Business
Grace Wit's Wells Fargo Advisors, LLC Experience February 2013 - Present
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2013 - Present
Dharma Kitchen January 2012 - January 2013
Fidelity Investments December 2010 - December 2011
Fidelity Investments June 2007 - December 2010
Fifth Third Bank July 2006 - June 2007
Morgan Stanley March 2005 - May 2006
Skills
Microsoft Excel, Microsoft Office, Insurance, Finance, Manage client..., Client Liaison, Annuity Sales, Equity Trading, Bonds, Salesforce.com, Banking, Mortgage Industry, Money Management
Education
Franklin University
B.S., Computer Science
Wells Fargo Advisors, LLC February 2013 - Present
Dharma Kitchen January 2012 - January 2013
Fidelity Investments December 2010 - December 2011
Fidelity Investments June 2007 - December 2010
Fifth Third Bank July 2006 - June 2007
Morgan Stanley March 2005 - May 2006
Skills
Microsoft Excel, Microsoft Office, Insurance, Finance, Manage client..., Client Liaison, Annuity Sales, Equity Trading, Bonds, Salesforce.com, Banking, Mortgage Industry, Money Management
Education
Franklin University
B.S., Computer Science
Christopher Fluehr's Wells Fargo Advisors, LLC Experience 2010 - May 2014
Job Branch Manager, Financial Advisor at Raymond James Financial Services Inc., 301 Yamato Road ,Suite #3160
Industry Financial Services
Experience
Raymond James Financial Services, Inc. May 2014 - Present
Wells Fargo Advisors LLC 2010 - May 2014
SunTrust Investment Services, Inc. February 1999 - May 2010
Skills
Wealth Management, Retirement Planning, Investments, Insurance, Investment Advisory, Financial Planning, Finance, Series 7, Asset Allocation, Portfolio Management, Mutual Funds, Banking, Series 63
Education
Florida State University 1973 — 1975
Bachelor's Degree, Business Administration, Management and Real Estate
Raymond James Financial Services, Inc. May 2014 - Present
Wells Fargo Advisors LLC 2010 - May 2014
SunTrust Investment Services, Inc. February 1999 - May 2010
Skills
Wealth Management, Retirement Planning, Investments, Insurance, Investment Advisory, Financial Planning, Finance, Series 7, Asset Allocation, Portfolio Management, Mutual Funds, Banking, Series 63
Education
Florida State University 1973 — 1975
Bachelor's Degree, Business Administration, Management and Real Estate
Rio Vitale's Wells Fargo Advisors, LLC Experience August 2008 - Present
Job Business Analyst at Wells Fargo Advisors, LLC
Industry Information Technology and Services
Experience
Wells Fargo Advisors, LLC August 2008 - Present
Scottrade 1985 - 1999
Skills
Business Analysis, Financial Modeling, Microsoft Office, Strategic Planning, Microsoft SQL Server, Project Management, Team Leadership, Customer Service, SDLC, Vendor Management, Financial Analysis, Requirements Analysis, Business Requirements, SharePoint, Requirements Gathering, Insurance, Visio, PMO, Risk Management, PMP, Business Process..., Process Improvement, Data Warehousing, Oracle, Banking, Microsoft Excel, Software Project..., Analysis, Stock Option, Business Intelligence, Business Strategy, ITIL, Business Process, Project Portfolio...
Education
Fontbonne University 2004 — 2006
MBA, Busniess Administration
Webster University 1999 — 2001
BS, Information Management
The HIll
Wells Fargo Advisors, LLC August 2008 - Present
Scottrade 1985 - 1999
Skills
Business Analysis, Financial Modeling, Microsoft Office, Strategic Planning, Microsoft SQL Server, Project Management, Team Leadership, Customer Service, SDLC, Vendor Management, Financial Analysis, Requirements Analysis, Business Requirements, SharePoint, Requirements Gathering, Insurance, Visio, PMO, Risk Management, PMP, Business Process..., Process Improvement, Data Warehousing, Oracle, Banking, Microsoft Excel, Software Project..., Analysis, Stock Option, Business Intelligence, Business Strategy, ITIL, Business Process, Project Portfolio...
Education
Fontbonne University 2004 — 2006
MBA, Busniess Administration
Webster University 1999 — 2001
BS, Information Management
The HIll
Yuan Shen's Wells Fargo Advisors, LLC Experience InternING2000 - 2001
Job Vice President at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC InternING2000 - 2001
Education
Emory University - Goizueta Business School 1999 — 2001
MBA, MBA
Wells Fargo Advisors, LLC InternING2000 - 2001
Education
Emory University - Goizueta Business School 1999 — 2001
MBA, MBA
David Salberg's Wells Fargo Advisors, LLC Experience May 2012 - Present
Job Vice PresidentInvestments at the Raizin/Salberg Group of Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2012 - Present
Morgan Stanley Smith Barney February 2002 - May 2012
Kellstrom Aviation Services 2000 - 2002
Pemco Aviation Group 1999 - 2000
Garrett Aviation Services 1997 - 1999
Horizon Air 1993 - 1997
Aeropostal 1992 - 1992
Eastern Airlines 1979 - 1992
Skills
Investments, Retirement Planning, Securities, Aviation, Aircraft, Credit, Mutual Funds, Investment Strategies, Airlines, 401k, Microsoft Word, Program Management, Retirement, Financial Reporting, Management, Finance, Strategic Planning, Risk Management, Maintenance & Repair
Education
Embry-Riddle Aeronautical University 1985 — 1987
MBA, Aviation Management
Southern Illinois University, Carbondale 1975 — 1978
BS, Aviation Management
Wells Fargo Advisors, LLC May 2012 - Present
Morgan Stanley Smith Barney February 2002 - May 2012
Kellstrom Aviation Services 2000 - 2002
Pemco Aviation Group 1999 - 2000
Garrett Aviation Services 1997 - 1999
Horizon Air 1993 - 1997
Aeropostal 1992 - 1992
Eastern Airlines 1979 - 1992
Skills
Investments, Retirement Planning, Securities, Aviation, Aircraft, Credit, Mutual Funds, Investment Strategies, Airlines, 401k, Microsoft Word, Program Management, Retirement, Financial Reporting, Management, Finance, Strategic Planning, Risk Management, Maintenance & Repair
Education
Embry-Riddle Aeronautical University 1985 — 1987
MBA, Aviation Management
Southern Illinois University, Carbondale 1975 — 1978
BS, Aviation Management
Roger Beguiristain's Wells Fargo Advisors, LLC Experience May 1997 - Present
Job Vice President Investment Officer, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC May 1997 - Present
Merrill Lynch 1994 - 1997
American Express January 1983 - June 1994
Education
Florida International University 1977 — 1979
BBS, Accounting
Wells Fargo Advisors LLC May 1997 - Present
Merrill Lynch 1994 - 1997
American Express January 1983 - June 1994
Education
Florida International University 1977 — 1979
BBS, Accounting
Fred Kenney's Wells Fargo Advisors, LLC Experience July 1968 - Present
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC July 1968 - Present
Education
Florida State University
Wells Fargo Advisors, LLC July 1968 - Present
Education
Florida State University
Arlisa Whitby's Wells Fargo Advisors, LLC Experience December 2014 - Present
Job Financial Advisor @ Wells Fargo Advisors, LLC
Industry Investment Management
Experience
Wells Fargo Advisors, LLC December 2014 - Present
JPMorgan Chase July 2010 - February 2014
Navy Federal Credit Union January 2008 - June 2010
Skills
Mortgage Lending, Insurance, Loans, Refinance, Customer Service, Banking, Mutual Funds, Financial Risk, Life Insurance, Investments, Credit, Retail Banking, Cross Selling, Financial Services, Credit Cards, Consumer Lending, Finance, Sales, Securities, Branch Banking, Deposits, Home Equity Loans
Education
Florida International University - College of Business Administration 2004 — 2010
Bachelor of Business Administration, Finance
Wells Fargo Advisors, LLC December 2014 - Present
JPMorgan Chase July 2010 - February 2014
Navy Federal Credit Union January 2008 - June 2010
Skills
Mortgage Lending, Insurance, Loans, Refinance, Customer Service, Banking, Mutual Funds, Financial Risk, Life Insurance, Investments, Credit, Retail Banking, Cross Selling, Financial Services, Credit Cards, Consumer Lending, Finance, Sales, Securities, Branch Banking, Deposits, Home Equity Loans
Education
Florida International University - College of Business Administration 2004 — 2010
Bachelor of Business Administration, Finance
Randy Swartz's Wells Fargo Advisors, LLC Experience July 2005 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC July 2005 - Present
JPMorgan Chase August 1989 - June 2005
Skills
Retirement Planning, Financial Advisory, Investments, Finance, Mutual Funds, Customer Service, Leadership, Asset Allocation, Public Speaking, 401k Rollovers, Team Building, Strategic Planning, Financial Analysis, Portfolio Reviews
Education
Edinboro University of Pennsylvania 1979 — 1983
Bachelor of Science (BS)
Ravenna High School 1976 — 1979
Wells Fargo Advisors, LLC July 2005 - Present
JPMorgan Chase August 1989 - June 2005
Skills
Retirement Planning, Financial Advisory, Investments, Finance, Mutual Funds, Customer Service, Leadership, Asset Allocation, Public Speaking, 401k Rollovers, Team Building, Strategic Planning, Financial Analysis, Portfolio Reviews
Education
Edinboro University of Pennsylvania 1979 — 1983
Bachelor of Science (BS)
Ravenna High School 1976 — 1979
Janis Cooper's Wells Fargo Advisors, LLC Experience February 2009 - March 2012
Job Financial Advisor at J. Cooper Financial
Industry Financial Services
Experience
J. Cooper Financial August 2013 - Present
V. Tomaro & Associates March 2012 - August 2013
Wells Fargo Advisors, LLC February 2009 - March 2012
UBS July 2005 - February 2009
Skills
Accounting, Estate Planning, Retirement Planning, Strategic Financial..., Series 7, FHA, Real Estate, Portfolio Design, Income Planning, Divorce Financial...
Education
Fashion Institute of Technology 1981 — 1983
Bachelor of Science (BS), Marketing
Fashion Institute of Technology 1980 — 1981
Associate of Arts and Sciences (AAS), Advertising and Communications
Rutgers University-New Brunswick 1978 — 1980
The College for Financial Planning
Registered Paraplanner
J. Cooper Financial August 2013 - Present
V. Tomaro & Associates March 2012 - August 2013
Wells Fargo Advisors, LLC February 2009 - March 2012
UBS July 2005 - February 2009
Skills
Accounting, Estate Planning, Retirement Planning, Strategic Financial..., Series 7, FHA, Real Estate, Portfolio Design, Income Planning, Divorce Financial...
Education
Fashion Institute of Technology 1981 — 1983
Bachelor of Science (BS), Marketing
Fashion Institute of Technology 1980 — 1981
Associate of Arts and Sciences (AAS), Advertising and Communications
Rutgers University-New Brunswick 1978 — 1980
The College for Financial Planning
Registered Paraplanner
James Schepers's Wells Fargo Advisors, LLC Experience January 1998 - Present
Job Associate Vice President at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 1998 - Present
Met Life January 1992 - January 1998
New York Life Insurance Company January 1980 - June 1992
Skills
Strategic Financial..., Retirement Planning, Investments, Wealth Management, Portfolio Management, Mutual Funds, Retirement, Asset Allocation, Investment Strategies, Wealth, Finance, Loans, 401k Rollovers, 401k
Education
Edinboro University of Pennsylvania 1974 — 1978
Bachelor of Business Administration (BBA)
Wells Fargo Advisors, LLC January 1998 - Present
Met Life January 1992 - January 1998
New York Life Insurance Company January 1980 - June 1992
Skills
Strategic Financial..., Retirement Planning, Investments, Wealth Management, Portfolio Management, Mutual Funds, Retirement, Asset Allocation, Investment Strategies, Wealth, Finance, Loans, 401k Rollovers, 401k
Education
Edinboro University of Pennsylvania 1974 — 1978
Bachelor of Business Administration (BBA)
Bryan Edelman's Wells Fargo Advisors, LLC Experience 2010 - 2010
Job Legal Intern at Permal Group
Industry Legal Services
Experience
Permal Group June 2015 - Present
Fordham University School of Law September 2014 - Present
Vector Media New York March 2014 - August 2014
Edelman, Krasin & Jaye PLLC August 2013 - March 2014
UBS Wealth Management August 2012 - August 2013
The Cambridge Strategy June 2011 - August 2011
Wells Fargo Advisors, LLC 2010 - 2010
Edelman, Krasin & Jaye PLLC 2007 - 2010
Skills
Financial Modeling, Analysis, Valuation, Microsoft Excel, Financial Analysis, Market Research, Securities, Research, Marketing Strategy, Investments, Legal Writing, Westlaw, Oral Arguments, Business Development, Arbitration, Public Speaking, Legal Research, PowerPoint, Corporate Finance, Microsoft Office, Social Media, Business Strategy
Education
Fordham University School of Law 2014 — 2017
Doctor of Law (J.D.)
Indiana University - Kelley School of Business 2008 — 2012
BS, Finance
Permal Group June 2015 - Present
Fordham University School of Law September 2014 - Present
Vector Media New York March 2014 - August 2014
Edelman, Krasin & Jaye PLLC August 2013 - March 2014
UBS Wealth Management August 2012 - August 2013
The Cambridge Strategy June 2011 - August 2011
Wells Fargo Advisors, LLC 2010 - 2010
Edelman, Krasin & Jaye PLLC 2007 - 2010
Skills
Financial Modeling, Analysis, Valuation, Microsoft Excel, Financial Analysis, Market Research, Securities, Research, Marketing Strategy, Investments, Legal Writing, Westlaw, Oral Arguments, Business Development, Arbitration, Public Speaking, Legal Research, PowerPoint, Corporate Finance, Microsoft Office, Social Media, Business Strategy
Education
Fordham University School of Law 2014 — 2017
Doctor of Law (J.D.)
Indiana University - Kelley School of Business 2008 — 2012
BS, Finance
Steven Arch's Wells Fargo Advisors, LLC Experience February 2011 - Present
Job Senior Vice President Investments, Financial Advisor at WELLS FARGO ADVISORS, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2011 - Present
Skills
Financial Advisory, Investments, Retirement, Securities, Asset Allocation, Retirement Planning, Fixed Income, Alternative Investments, Financial Services, Investment Strategies
Education
Florida State University 1974 — 1979
Bachelor's Degree, Co-Major Businsess Adminsitration and English Literature, Minor in Spanish
Wells Fargo Advisors, LLC February 2011 - Present
Skills
Financial Advisory, Investments, Retirement, Securities, Asset Allocation, Retirement Planning, Fixed Income, Alternative Investments, Financial Services, Investment Strategies
Education
Florida State University 1974 — 1979
Bachelor's Degree, Co-Major Businsess Adminsitration and English Literature, Minor in Spanish
Sharmila Padmalingam's Wells Fargo Advisors, LLC Experience July 2004 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC July 2004 - Present
Education
Rutgers Graduate Business School 2001 — 2003
MBA, Finance
Fordham University 1993 — 1997
Bachelor of Arts, Psychology
Wells Fargo Advisors, LLC July 2004 - Present
Education
Rutgers Graduate Business School 2001 — 2003
MBA, Finance
Fordham University 1993 — 1997
Bachelor of Arts, Psychology
James R. Paige, CIMA's Wells Fargo Advisors, LLC Experience January 2008 - Present
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2008 - Present
Skills
Retirement Planning, Investment Strategies, Stock Analysis
Education
Florida State University
Bachelor's degree, College of Finance
Wells Fargo Advisors, LLC January 2008 - Present
Skills
Retirement Planning, Investment Strategies, Stock Analysis
Education
Florida State University
Bachelor's degree, College of Finance
Steve von Clausburg's Wells Fargo Advisors, LLC Experience September 2009 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2009 - Present
Bank of America November 1996 - March 2009
JPMorgan Chase May 1987 - November 1996
Education
Franklin University 1982 — 1985
Bachelor of Science, Accounting
Wells Fargo Advisors, LLC September 2009 - Present
Bank of America November 1996 - March 2009
JPMorgan Chase May 1987 - November 1996
Education
Franklin University 1982 — 1985
Bachelor of Science, Accounting
Alfonso Montoya's Wells Fargo Advisors, LLC Experience January 2012 - Present
Job First Vice President Senior Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2012 - Present
HSBC Securities September 2005 - January 2012
Citi April 1996 - August 2005
Education
Florida International University - College of Business Administration
Bachelor of Arts (BA), Business Administration and Management, Finance
Wells Fargo Advisors, LLC January 2012 - Present
HSBC Securities September 2005 - January 2012
Citi April 1996 - August 2005
Education
Florida International University - College of Business Administration
Bachelor of Arts (BA), Business Administration and Management, Finance
Anthony Arico's Wells Fargo Advisors, LLC Experience August 2006 - Present
Job Senior Vice President Branch Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2006 - Present
Wells Fargo Advisors, LLC February 2006 - July 2006
Wachovia Securities, LLC September 2004 - February 2006
Wachovia Securities, LLC December 2003 - September 2004
Prudential Securities, Inc. July 1997 - December 2003
Prudential Securities, Inc. July 1991 - June 1997
Prudential Securities, Inc. July 1989 - June 1991
Education
Fordham University 1985 — 1989
Bachelors of Business Administration, Finance
University of Bergamo 1987 — 1987
College of Italian Studies
Wells Fargo Advisors, LLC August 2006 - Present
Wells Fargo Advisors, LLC February 2006 - July 2006
Wachovia Securities, LLC September 2004 - February 2006
Wachovia Securities, LLC December 2003 - September 2004
Prudential Securities, Inc. July 1997 - December 2003
Prudential Securities, Inc. July 1991 - June 1997
Prudential Securities, Inc. July 1989 - June 1991
Education
Fordham University 1985 — 1989
Bachelors of Business Administration, Finance
University of Bergamo 1987 — 1987
College of Italian Studies
Amy Beery's Wells Fargo Advisors, LLC Experience January 2011 - Present
Job
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2011 - Present
Education
Fort Hays State University
Bachelor’s Degree
Wells Fargo Advisors, LLC January 2011 - Present
Education
Fort Hays State University
Bachelor’s Degree
Starwood Hotels & Resorts Worldwide, Inc.
Wells Fargo Advisors
Raytheon Missile Systems
Starwood Hotels & Resorts
Wachovia Securities, LLC
Carestream Health
Pershing
NEC Corporation of America