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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3,046 Wells Fargo Advisors, LLC employees in database. Find out everything there's to know about Wells Fargo Advisors, LLC employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Advisors, LLC Employees
Employee
Years
Job
Industry
Eric M. Young, M.B.A. Eric M. Young, M.B.A.'s Wells Fargo Advisors, LLC Experience April 2014 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2014 - Present
Wells Fargo Home Mortgage January 2007 - April 2014
Skills
Financial Analysis, Investments, Insurance, Financial Markets, 401k Rollovers, IRAs, Roth IRA, Retirement Planning, Wealth Management, Variable Annuities, SEP IRA, Financial Advisory, Bonds, Fixed Annuities, Indexed Annuities, Stock Market, Traditional IRA, College Savings Plans, 401k, Wealth Accumulation, Mutual Funds, Managed Money, Life Insurance, Long-term Care, Long-term Customer..., Credit, Financial Services, Investment Properties, Sales, Management, Financial Planning, Finance, Investors
Education
George Fox University 2004 — 2006
MBA, Management/Organizational Leadership
Wells Fargo Advisors, LLC April 2014 - Present
Wells Fargo Home Mortgage January 2007 - April 2014
Skills
Financial Analysis, Investments, Insurance, Financial Markets, 401k Rollovers, IRAs, Roth IRA, Retirement Planning, Wealth Management, Variable Annuities, SEP IRA, Financial Advisory, Bonds, Fixed Annuities, Indexed Annuities, Stock Market, Traditional IRA, College Savings Plans, 401k, Wealth Accumulation, Mutual Funds, Managed Money, Life Insurance, Long-term Care, Long-term Customer..., Credit, Financial Services, Investment Properties, Sales, Management, Financial Planning, Finance, Investors
Education
George Fox University 2004 — 2006
MBA, Management/Organizational Leadership
Stacy Dillon Stacy Dillon's Wells Fargo Advisors, LLC Experience September 2015 - Present
Job Associate Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2015 - Present
Education
High Point University 1985 — 1989
Wells Fargo Advisors, LLC September 2015 - Present
Education
High Point University 1985 — 1989
David Bellia David Bellia's Wells Fargo Advisors, LLC Experience February 2014 - Present
Job Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2014 - Present
T3 Trading Group, LLC May 2013 - February 2014
Schonfeld Securities 2001 - April 2013
Broadway Trading 1996 - 2001
Skills
Equities, Equity Trading, Trading, Securities, Electronic Trading, Financial Markets, Financial Analysis, Proprietary Trading, Hedge Funds
Education
Hofstra University 1990 — 1994
Wells Fargo Advisors, LLC February 2014 - Present
T3 Trading Group, LLC May 2013 - February 2014
Schonfeld Securities 2001 - April 2013
Broadway Trading 1996 - 2001
Skills
Equities, Equity Trading, Trading, Securities, Electronic Trading, Financial Markets, Financial Analysis, Proprietary Trading, Hedge Funds
Education
Hofstra University 1990 — 1994
Brook Wolcott Brook Wolcott's Wells Fargo Advisors, LLC Experience April 2009 - June 2010
Job Managing Director / Independent College Counselor helping high school students maximize their college options.
Industry Primary/Secondary Education
Experience
Decoding Admissions, LLC February 2013 - Present
Hamilton College 2010 - Present
Windward School May 2012 - June 2013
Lafayette College July 2010 - April 2012
Hamilton College July 2009 - June 2010
Wells Fargo Advisors, LLC April 2009 - June 2010
Wells Fargo August 2006 - March 2009
Skills
Admissions Counseling, Academic Advising, Public Speaking, Fundraising, Alumni Relations, Annual Giving, Volunteer Management, Philanthropy, Higher Education, Non-profits, Program Development, Stewardship, Research, Nonprofits, Admissions, Leadership
Education
Hamilton College 2002 — 2006
BA, Economics
Decoding Admissions, LLC February 2013 - Present
Hamilton College 2010 - Present
Windward School May 2012 - June 2013
Lafayette College July 2010 - April 2012
Hamilton College July 2009 - June 2010
Wells Fargo Advisors, LLC April 2009 - June 2010
Wells Fargo August 2006 - March 2009
Skills
Admissions Counseling, Academic Advising, Public Speaking, Fundraising, Alumni Relations, Annual Giving, Volunteer Management, Philanthropy, Higher Education, Non-profits, Program Development, Stewardship, Research, Nonprofits, Admissions, Leadership
Education
Hamilton College 2002 — 2006
BA, Economics
Todd Blevins Todd Blevins's Wells Fargo Advisors, LLC Experience September 2004 - June 2009
Job
Industry Capital Markets
Experience
Paramount IR Partners LLC March 2013 - Present
Paramount Wealth Partners llc. June 2009 - Present
CTIC Venture Partners February 2015 - Present
Raymond James Financial Inc. Paramount Wealth Partners, LLC. June 2009 - October 2012
Ganesha Partners March 2009 - December 2011
Wells Fargo Advisors llc September 2004 - June 2009
W M Financial Services February 2002 - September 2004
Banc of America Investments April 1999 - February 2002
Skills
Investments, Private Equity, Portfolio Management, Alternative Investments, Due Diligence, Wealth Management, Investment Management, Alternative Assets, Capital Markets, Management, Retirement Planning, Financial Advisory, Private Banking, Private Equity Funding, Independent Film, Sales&Marketing, Investment Strategies, Financial Transactions, LED lighting systems, Business Strategy, New Business Development, Sales Management, Sales Presentation..., CRM databases, Consultative Sales..., Motivated self-starter, Social Media, Social Networking, Investor Relations
Education
Golden Gate University 1990 — 1992
International Business Management
Fresno State University 1989 — 1991
Economics
Paramount IR Partners LLC March 2013 - Present
Paramount Wealth Partners llc. June 2009 - Present
CTIC Venture Partners February 2015 - Present
Raymond James Financial Inc. Paramount Wealth Partners, LLC. June 2009 - October 2012
Ganesha Partners March 2009 - December 2011
Wells Fargo Advisors llc September 2004 - June 2009
W M Financial Services February 2002 - September 2004
Banc of America Investments April 1999 - February 2002
Skills
Investments, Private Equity, Portfolio Management, Alternative Investments, Due Diligence, Wealth Management, Investment Management, Alternative Assets, Capital Markets, Management, Retirement Planning, Financial Advisory, Private Banking, Private Equity Funding, Independent Film, Sales&Marketing, Investment Strategies, Financial Transactions, LED lighting systems, Business Strategy, New Business Development, Sales Management, Sales Presentation..., CRM databases, Consultative Sales..., Motivated self-starter, Social Media, Social Networking, Investor Relations
Education
Golden Gate University 1990 — 1992
International Business Management
Fresno State University 1989 — 1991
Economics
Allan Hitchcock Allan Hitchcock's Wells Fargo Advisors, LLC Experience February 1974 - Present
Job Managing Director Investments at The Hitchcock Financial Group of Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 1974 - Present
Skills
Investment Strategies, Investments, Retirement Planning, Financial Analysis, Finance, 401(k) Rollovers, Asset Allocation, Concentrated Stock..., Deferred Compensation..., Estate Investment..., Financial Advisory, Financial Reporting, Financial Services, Fixed Income Strategies, Insurance, Investment Planning, Multigenerational..., Relationship Management, Retirement, Retirement-Plan..., Retirement Savings, Risk Management, Securities, Mutual Funds, Bonds, Stocks, Preferred Stocks, Annuities, Stock Analysis, Strategic Planning, Tax–Efficient Strategies, Wealth-Preservation..., Leadership, Client Relationships, Strategy, Customer Service, Team Building
Education
Harvard Business School 2011 — 2011
Higher Education Conference
University of California, Berkeley 1969 — 1969
Postgraduate Pension and Deferred Profit Sharing Plans Program
University of Pennsylvania - The Wharton School 1966 — 1967
Executive program in Investment Banking
University of California, Berkeley
BS
University of Michigan - Stephen M. Ross School of Business
MBA
Wells Fargo Advisors, LLC February 1974 - Present
Skills
Investment Strategies, Investments, Retirement Planning, Financial Analysis, Finance, 401(k) Rollovers, Asset Allocation, Concentrated Stock..., Deferred Compensation..., Estate Investment..., Financial Advisory, Financial Reporting, Financial Services, Fixed Income Strategies, Insurance, Investment Planning, Multigenerational..., Relationship Management, Retirement, Retirement-Plan..., Retirement Savings, Risk Management, Securities, Mutual Funds, Bonds, Stocks, Preferred Stocks, Annuities, Stock Analysis, Strategic Planning, Tax–Efficient Strategies, Wealth-Preservation..., Leadership, Client Relationships, Strategy, Customer Service, Team Building
Education
Harvard Business School 2011 — 2011
Higher Education Conference
University of California, Berkeley 1969 — 1969
Postgraduate Pension and Deferred Profit Sharing Plans Program
University of Pennsylvania - The Wharton School 1966 — 1967
Executive program in Investment Banking
University of California, Berkeley
BS
University of Michigan - Stephen M. Ross School of Business
MBA
Brian Cain's Wells Fargo Advisors, LLC Experience August 2015 - Present
Job Vice President Investments Financial Advisor Wells Fargo Advisors LLC.
Industry Financial Services
Experience
Wells Fargo Advisors LLC August 2015 - Present
Peak Advisor Alliance 2014 - Present
Old National Investments January 2011 - August 2015
Old National Bank October 2002 - December 2010
Edward Jones 2000 - 2002
Education
Indiana State University - School of Business 1998 — 2000
Bachelor's degree
Robinson High 1992 — 1996
High school
Wells Fargo Advisors LLC August 2015 - Present
Peak Advisor Alliance 2014 - Present
Old National Investments January 2011 - August 2015
Old National Bank October 2002 - December 2010
Edward Jones 2000 - 2002
Education
Indiana State University - School of Business 1998 — 2000
Bachelor's degree
Robinson High 1992 — 1996
High school
John Williams, Jr., CFP® John Williams, Jr., CFP®'s Wells Fargo Advisors, LLC Experience May 2009 - May 2013
Job Managing Director at Lakeview Capital Partners, LLC
Industry Financial Services
Experience
Lakeview Capital Partners, LLC May 2013 - Present
Wells Fargo Advisors, LLC May 2009 - May 2013
Wachovia Securities June 2000 - May 2009
A.G. Edwards June 2000 - February 2008
Skills
Portfolio Management, Risk Management, Mergers & Acquisitions, Banking, Finance, Management, Retirement, Fixed Income, Series 7, Investments, Financial Analysis, Retirement Planning, Managerial Finance, Mutual Funds, Private Equity, Strategic Financial..., Wealth Management, Alternative Investments, Asset Management, Budgets, Commercial Banking, Credit, Credit Risk, Due Diligence, Estate Planning, Financial Modeling, Investment Banking, Asset Allocation, Equities
Education
Hampden-Sydney College 1996 — 2000
BA, Managerial Economics
Lakeview Capital Partners, LLC May 2013 - Present
Wells Fargo Advisors, LLC May 2009 - May 2013
Wachovia Securities June 2000 - May 2009
A.G. Edwards June 2000 - February 2008
Skills
Portfolio Management, Risk Management, Mergers & Acquisitions, Banking, Finance, Management, Retirement, Fixed Income, Series 7, Investments, Financial Analysis, Retirement Planning, Managerial Finance, Mutual Funds, Private Equity, Strategic Financial..., Wealth Management, Alternative Investments, Asset Management, Budgets, Commercial Banking, Credit, Credit Risk, Due Diligence, Estate Planning, Financial Modeling, Investment Banking, Asset Allocation, Equities
Education
Hampden-Sydney College 1996 — 2000
BA, Managerial Economics
Lim Leigh Lim Leigh's Wells Fargo Advisors, LLC Experience April 2007 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2007 - Present
Union Bank April 2003 - April 2007
Bank of America September 2000 - April 2003
J.P. Morgan July 1995 - June 1998
Skills
Investments, Finance, Wealth Transfer Planning, Insurance, Management, Asset Allocation, Marketing, Mutual Funds, Retirement Planning, Securities, Retirement, Fixed Income
Education
Anderson School at UCLA 1998 — 2000
MBA, Marketing
Georgetown University 1991 — 1995
Bachelor's of Science, Finance
Wells Fargo Advisors, LLC April 2007 - Present
Union Bank April 2003 - April 2007
Bank of America September 2000 - April 2003
J.P. Morgan July 1995 - June 1998
Skills
Investments, Finance, Wealth Transfer Planning, Insurance, Management, Asset Allocation, Marketing, Mutual Funds, Retirement Planning, Securities, Retirement, Fixed Income
Education
Anderson School at UCLA 1998 — 2000
MBA, Marketing
Georgetown University 1991 — 1995
Bachelor's of Science, Finance
Grant Abrams's Wells Fargo Advisors, LLC Experience June 2011 - January 2013
Job North Hills Complex Manager: Pittsburgh Market at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors May 2015 - Present
Wells Fargo Advisors January 2013 - April 2015
Wells Fargo Advisors, LLC June 2011 - January 2013
Wells Fargo Advisors, LLC February 2008 - June 2011
Skills
Investments, Finance, Financial Advisory, Risk Management, Investment Strategies, Retirement Planning, Leadership, Sales, Investment Properties, Sales Operations
Education
Indiana University Bloomington 2003 — 2007
Bachelor's of Science, Sports Marketing & Management
Wells Fargo Advisors May 2015 - Present
Wells Fargo Advisors January 2013 - April 2015
Wells Fargo Advisors, LLC June 2011 - January 2013
Wells Fargo Advisors, LLC February 2008 - June 2011
Skills
Investments, Finance, Financial Advisory, Risk Management, Investment Strategies, Retirement Planning, Leadership, Sales, Investment Properties, Sales Operations
Education
Indiana University Bloomington 2003 — 2007
Bachelor's of Science, Sports Marketing & Management
Patrick McAllister Patrick McAllister's Wells Fargo Advisors, LLC Experience July 2005 - Present
Job Senior Vice PresidentBranch Manager at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC July 2005 - Present
Merrill Lynch October 2000 - July 2005
Merrill Lynch August 1994 - August 2000
Merrill Lynch April 1991 - August 1994
Merrill Lynch June 1984 - April 1991
Education
Washington University in St. Louis 2005 — 2007
Master of Business Administration (M.B.A.)
Indiana State University 1971 — 1973
Bachelor's degree, Finance, General
Wells Fargo Advisors, LLC July 2005 - Present
Merrill Lynch October 2000 - July 2005
Merrill Lynch August 1994 - August 2000
Merrill Lynch April 1991 - August 1994
Merrill Lynch June 1984 - April 1991
Education
Washington University in St. Louis 2005 — 2007
Master of Business Administration (M.B.A.)
Indiana State University 1971 — 1973
Bachelor's degree, Finance, General
Steve Martindale's Wells Fargo Advisors, LLC Experience 2011 - Present
Job Associate Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2011 - Present
Hilliard Lyons 2009 - June 2011
Merrill Lynch 2007 - 2008
Skills
Alternative Investments, Retirement Planning, Series 7, Financial Advisory, Mutual Funds, Investments
Education
Hope College 2004 — 2008
B.A., Management and Accounting
Hope College
Wells Fargo Advisors, LLC 2011 - Present
Hilliard Lyons 2009 - June 2011
Merrill Lynch 2007 - 2008
Skills
Alternative Investments, Retirement Planning, Series 7, Financial Advisory, Mutual Funds, Investments
Education
Hope College 2004 — 2008
B.A., Management and Accounting
Hope College
Kevin McAtee Kevin McAtee's Wells Fargo Advisors, LLC Experience August 2001 - Present
Job Vice President Investments at the Bickel McAtee Gladney & Talbott Wealth Management Group of Wells Fargo Advisors
Industry Financial Services
Experience
The Bickel McAtee Gladney & Talbott Wealth Management Group of Wells Fargo Advisors July 2015 - Present
Wells Fargo Advisors, LLC August 2001 - Present
Education
Georgetown University 1997 — 2001
Bachelor of Science (B.S.), Finance, General
The Bickel McAtee Gladney & Talbott Wealth Management Group of Wells Fargo Advisors July 2015 - Present
Wells Fargo Advisors, LLC August 2001 - Present
Education
Georgetown University 1997 — 2001
Bachelor of Science (B.S.), Finance, General
William Eli Strait's Wells Fargo Advisors, LLC Experience October 2014 - Present
Job Vice President Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2014 - Present
J.P. Morgan Private Bank January 2014 - October 2014
J.P. Morgan Private Bank June 2010 - December 2013
Chase Investment Services June 2008 - May 2010
Education
Gardner-Webb University 1999 — 2003
Bachelor's degree, Business Administration and Management, General
Wells Fargo Advisors, LLC October 2014 - Present
J.P. Morgan Private Bank January 2014 - October 2014
J.P. Morgan Private Bank June 2010 - December 2013
Chase Investment Services June 2008 - May 2010
Education
Gardner-Webb University 1999 — 2003
Bachelor's degree, Business Administration and Management, General
Steven Jensen,CFP® Steven Jensen,CFP®'s Wells Fargo Advisors, LLC Experience January 2004 - Present
Job First Vice President Investments at The Henry and Jensen Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2004 - Present
Skills
Asset Allocation, Financial Advisory, Investment Planning, Estate Investment..., Fixed Income Strategies, Investment Strategies, Multi-generational..., Retirement Savings, Securities, Wealth-preservation...
Education
Purdue University 1981 — 1984
Master's degree, Communication, General
Geneva College 1974 — 1978
Bachelor's Degree, Communication, General
Geneva College 1974 — 1978
Bachelor's Degree, Business Administration and Management, General
Wells Fargo Advisors, LLC January 2004 - Present
Skills
Asset Allocation, Financial Advisory, Investment Planning, Estate Investment..., Fixed Income Strategies, Investment Strategies, Multi-generational..., Retirement Savings, Securities, Wealth-preservation...
Education
Purdue University 1981 — 1984
Master's degree, Communication, General
Geneva College 1974 — 1978
Bachelor's Degree, Communication, General
Geneva College 1974 — 1978
Bachelor's Degree, Business Administration and Management, General
Brian Side's Wells Fargo Advisors, LLC Experience October 2013 - December 2014
Job Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. December 2014 - Present
Wells Fargo Advisors, LLC October 2013 - December 2014
Spokane ProCare March 2009 - September 2013
Keller Williams June 2008 - March 2010
Skills
Investments, Retirement Planning, Financial Advisory, Risk Management, Financial Services, Asset Allocation, Mutual Funds, Life Insurance, Stocks, Business Owner Planning, Fixed Income Strategies, Tax-advantaged..., Stock Market Analysis, 401k Rollovers, IRAs, Roth IRA, Concentrated Stock..., Securities, Bonds, Multigenerational..., Competitive Analysis, Social Media Marketing, Customer Service, Marketing, Microsoft Office
Education
Gonzaga University - School of Business Administration 2004 — 2008
Bachelor of Science (BS), Marketing
Gonzaga Preparatory School 2000 — 2004
Robert W. Baird & Co. December 2014 - Present
Wells Fargo Advisors, LLC October 2013 - December 2014
Spokane ProCare March 2009 - September 2013
Keller Williams June 2008 - March 2010
Skills
Investments, Retirement Planning, Financial Advisory, Risk Management, Financial Services, Asset Allocation, Mutual Funds, Life Insurance, Stocks, Business Owner Planning, Fixed Income Strategies, Tax-advantaged..., Stock Market Analysis, 401k Rollovers, IRAs, Roth IRA, Concentrated Stock..., Securities, Bonds, Multigenerational..., Competitive Analysis, Social Media Marketing, Customer Service, Marketing, Microsoft Office
Education
Gonzaga University - School of Business Administration 2004 — 2008
Bachelor of Science (BS), Marketing
Gonzaga Preparatory School 2000 — 2004
Ron Gallegos Ron Gallegos's Wells Fargo Advisors, LLC Experience August 2010 - Present
Job Vice President Investments at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2010 - Present
Merrill Lynch November 2007 - August 2010
Skills
Investments, Finance, Retirement Planning, Customer Service, Financial Services, Mutual Funds, Financial Analysis
Education
Idaho State University 1975 — 2008
B of A Degree, Education
Greys Harbor Community College 1973 — 1975
General Studies
Kennewick High School 1970 — 1973
High School Diploma, General
Wells Fargo Advisors, LLC August 2010 - Present
Merrill Lynch November 2007 - August 2010
Skills
Investments, Finance, Retirement Planning, Customer Service, Financial Services, Mutual Funds, Financial Analysis
Education
Idaho State University 1975 — 2008
B of A Degree, Education
Greys Harbor Community College 1973 — 1975
General Studies
Kennewick High School 1970 — 1973
High School Diploma, General
Dan Hanley, AWMA® Dan Hanley, AWMA®'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
Drexel Hamilton November 2011 - June 2013
Rodman & Renshaw April 2005 - August 2011
Deutsche Bank July 2002 - March 2004
NDB Capital Markets 1993 - 2002
Skills
Asset Allocation, Retirement Planning, Equity Trading, Financial Advisory, Market Risk, Insurance, Sales Research, Business Owner Planning, Business-succession...
Education
Hofstra University 1989 — 1992
Bachelor of Science (BS), Industrial and Organizational Psychology
St. Paul's HS 1984 — 1988
Biotechology for Business Class San Diego
Wells Fargo Advisors, LLC June 2013 - Present
Drexel Hamilton November 2011 - June 2013
Rodman & Renshaw April 2005 - August 2011
Deutsche Bank July 2002 - March 2004
NDB Capital Markets 1993 - 2002
Skills
Asset Allocation, Retirement Planning, Equity Trading, Financial Advisory, Market Risk, Insurance, Sales Research, Business Owner Planning, Business-succession...
Education
Hofstra University 1989 — 1992
Bachelor of Science (BS), Industrial and Organizational Psychology
St. Paul's HS 1984 — 1988
Biotechology for Business Class San Diego
James Travagline, CRPC James Travagline, CRPC's Wells Fargo Advisors, LLC Experience January 2000 - Present
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2000 - Present
Skills
Mutual Funds, Retirement Planning, Asset Allocation, Investments
Education
Gettysburg College 1990 — 1994
Bachelor of Arts, Finance
Holy Spirit High School 1986 — 1990
Wells Fargo Advisors, LLC January 2000 - Present
Skills
Mutual Funds, Retirement Planning, Asset Allocation, Investments
Education
Gettysburg College 1990 — 1994
Bachelor of Arts, Finance
Holy Spirit High School 1986 — 1990
Paul Fisch's Wells Fargo Advisors, LLC Experience November 2005 - Present
Job Senior Vice President Investment Officer at Wells Fargo Advisors, LLC / Fundamental Choice Portfolio Manager
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 2005 - Present
Education
Indiana University Bloomington 1986 — 1990
Germantown Academy 1982 — 1986
Wells Fargo Advisors, LLC November 2005 - Present
Education
Indiana University Bloomington 1986 — 1990
Germantown Academy 1982 — 1986
Patrick O'Rourke, CRPC® Patrick O'Rourke, CRPC®'s Wells Fargo Advisors, LLC Experience April 2007 - Present
Job Wells Fargo Advisors Solutions Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2007 - Present
Wells Fargo Advisors, LLC January 2013 - April 2014
Wachovia Securities Financial Network March 2006 - March 2007
Edward Jones March 2005 - February 2006
Skills
Hold Series 7, Series 63, Series 65, North Carolina Life/..., Banking, Financial Advisory, Financial Services, Sales, Wealth Management
Education
Grand Valley State University 2001 — 2004
Finance
Alma College 2000 — 2001
Queens University of Charlotte
Certified Financial Planning program
Wells Fargo Advisors, LLC April 2007 - Present
Wells Fargo Advisors, LLC January 2013 - April 2014
Wachovia Securities Financial Network March 2006 - March 2007
Edward Jones March 2005 - February 2006
Skills
Hold Series 7, Series 63, Series 65, North Carolina Life/..., Banking, Financial Advisory, Financial Services, Sales, Wealth Management
Education
Grand Valley State University 2001 — 2004
Finance
Alma College 2000 — 2001
Queens University of Charlotte
Certified Financial Planning program
Rob Carpenter Rob Carpenter's Wells Fargo Advisors, LLC Experience January 2007 - January 2011
Job CEO & President BaltimoreWashington Financial Advisors
Industry Investment Management
Experience
Baltimore Washington Financial Advisors June 2012 - Present
Ameriprise Financial January 2011 - June 2012
Wells Fargo Advisors, LLC January 2007 - January 2011
Stifel Nicolaus (formerly Ryan, Beck & Co.) 1999 - 2007
Dreyfus Service Corp. 1998 - 1999
Prudential Securities, Inc. (now known as Wells Fargo) 1995 - 1997
Citicorp 1994 - 1995
Merrill Lynch 1989 - 1993
Skills
Investments, Financial Services, Portfolio Management, Finance, Retirement Planning, Asset Management, Series 7, Alternative Investments, Investment Advisory, ETFs, Investment Management, Securities, 401k, Series 63, Equities, Investment Strategies, Retirement, Asset Allocation, Financial Advisory, Mutual Funds, FINRA, Wealth Management, Bonds, High Net Worth..., Estate Planning, Wealth Management..., Hedge Funds, Private Banking, Fixed Income, Financial Planners, Wealth, Options, Uniform Combined State...
Education
University of Pennsylvania - The Wharton School 1998 — 2000
SIA Branch Management Leadership Institute
Hartwick College 1984 — 1988
B.A., Political Science
Baltimore Washington Financial Advisors June 2012 - Present
Ameriprise Financial January 2011 - June 2012
Wells Fargo Advisors, LLC January 2007 - January 2011
Stifel Nicolaus (formerly Ryan, Beck & Co.) 1999 - 2007
Dreyfus Service Corp. 1998 - 1999
Prudential Securities, Inc. (now known as Wells Fargo) 1995 - 1997
Citicorp 1994 - 1995
Merrill Lynch 1989 - 1993
Skills
Investments, Financial Services, Portfolio Management, Finance, Retirement Planning, Asset Management, Series 7, Alternative Investments, Investment Advisory, ETFs, Investment Management, Securities, 401k, Series 63, Equities, Investment Strategies, Retirement, Asset Allocation, Financial Advisory, Mutual Funds, FINRA, Wealth Management, Bonds, High Net Worth..., Estate Planning, Wealth Management..., Hedge Funds, Private Banking, Fixed Income, Financial Planners, Wealth, Options, Uniform Combined State...
Education
University of Pennsylvania - The Wharton School 1998 — 2000
SIA Branch Management Leadership Institute
Hartwick College 1984 — 1988
B.A., Political Science
Michael L. Moeller's Wells Fargo Advisors, LLC Experience February 1995 - Present
Job Managing Director Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 1995 - Present
Education
Indiana University Bloomington 1988 — 1992
Bachelor of Science (B.S.), Kelley School of Business
Wells Fargo Advisors, LLC February 1995 - Present
Education
Indiana University Bloomington 1988 — 1992
Bachelor of Science (B.S.), Kelley School of Business
Nick Chlumsky, CFP®, CRPC® Nick Chlumsky, CFP®, CRPC®'s Wells Fargo Advisors, LLC Experience August 2007 - Present
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2007 - Present
Pfizer Pharmaceuticals August 2003 - August 2007
Waterfront Realty Group, Inc. 2001 - 2003
Unified Marine 1997 - 2002
Skills
Investments, Retirement Planning, Risk Management, Finance, Mutual Funds, Strategic Financial..., Financial Advisory, Retirement, Asset Allocation, Fixed Annuities, 401k, Investment Strategies, Securities, Insurance, Strategic Planning, Alternative Investments, Customer Service, Team Building, Financial Services, Equities, Life Insurance, Healthcare, Small Business, Brokerage, Long-term Care, Employee Benefits, Financial Analysis
Education
Hodges University 2005 — 2007
Master of Science (M.S.), Business Administration and Management, Cum Laude
Stetson University 1995 — 1997
BBA, Business Administration
Presbyterian College 1992 — 1995
Bachelor of Business Administration (B.B.A.), Business
The Asheville School 1990 — 1992
High School Diploma
Naples High 1986 — 1991
High School Dipolma
Community School of Naples 1982 — 1986
Wells Fargo Advisors, LLC August 2007 - Present
Pfizer Pharmaceuticals August 2003 - August 2007
Waterfront Realty Group, Inc. 2001 - 2003
Unified Marine 1997 - 2002
Skills
Investments, Retirement Planning, Risk Management, Finance, Mutual Funds, Strategic Financial..., Financial Advisory, Retirement, Asset Allocation, Fixed Annuities, 401k, Investment Strategies, Securities, Insurance, Strategic Planning, Alternative Investments, Customer Service, Team Building, Financial Services, Equities, Life Insurance, Healthcare, Small Business, Brokerage, Long-term Care, Employee Benefits, Financial Analysis
Education
Hodges University 2005 — 2007
Master of Science (M.S.), Business Administration and Management, Cum Laude
Stetson University 1995 — 1997
BBA, Business Administration
Presbyterian College 1992 — 1995
Bachelor of Business Administration (B.B.A.), Business
The Asheville School 1990 — 1992
High School Diploma
Naples High 1986 — 1991
High School Dipolma
Community School of Naples 1982 — 1986
Charlette Graham Charlette Graham's Wells Fargo Advisors, LLC Experience 2007 - June 2013
Job Operational Risk Consultant Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2013 - Present
Wells Fargo Advisors, LLC 2007 - June 2013
Wachovia Bank 2005 - 2007
Wachovia Bank 2003 - 2005
Skills
Business Analysis, Access, Quality Assurance, Leadership, Project Management, Microsoft Office, Team Building, Business Requirements, Visio, Policy, Program Management, Analysis, Process Improvement, Risk Management, Management
Education
University of Phoenix 2006 — 2008
MBA, Business Administrations
Gardner-Webb University
BS, Business Administrations
Hunter Huss High School
Academic Diploma
Wells Fargo June 2013 - Present
Wells Fargo Advisors, LLC 2007 - June 2013
Wachovia Bank 2005 - 2007
Wachovia Bank 2003 - 2005
Skills
Business Analysis, Access, Quality Assurance, Leadership, Project Management, Microsoft Office, Team Building, Business Requirements, Visio, Policy, Program Management, Analysis, Process Improvement, Risk Management, Management
Education
University of Phoenix 2006 — 2008
MBA, Business Administrations
Gardner-Webb University
BS, Business Administrations
Hunter Huss High School
Academic Diploma
Bob Shurr's Wells Fargo Advisors, LLC Experience May 2010 - May 2012
Job Manager at Accenture
Industry Management Consulting
Experience
Accenture May 2012 - Present
Wells Fargo Advisors, LLC May 2010 - May 2012
WellPoint October 2005 - May 2010
Seacliff Consulting, Inc. April 1997 - October 2005
Cambridge Technology Partners January 1995 - April 1997
ADP May 1987 - January 1995
Skills
Process Engineering, Integration, Business Analysis, IVR, Call Center, Call Routing, Call Recording, Software Development, Program Management, Project Implementation, Technical Management, Management Consulting, Mergers, Technology Integration, Software Quality..., Quality Assurance, Usability Testing, User Acceptance Testing, Service Management, Professional Services, Web Development, HRIS, PeopleSoft, SDLC, Vendor Management, Visio, Requirements Analysis, Software Project..., Application Development, Process Improvement, Team Leadership, MS Project, SQL, Telecommunications, Change Management, Business Intelligence, Analysis, Business Process..., Agile, Customer Relations, SharePoint, Strategic Planning, Vendor Relations, Problem Solving, ITIL, SQL Server, Team Building, VoIP, Team Management, Customer Experience
Education
Indiana University - Kelley School of Business 1982 — 1987
BS - Business, Quantitative Business Analysis
Accenture May 2012 - Present
Wells Fargo Advisors, LLC May 2010 - May 2012
WellPoint October 2005 - May 2010
Seacliff Consulting, Inc. April 1997 - October 2005
Cambridge Technology Partners January 1995 - April 1997
ADP May 1987 - January 1995
Skills
Process Engineering, Integration, Business Analysis, IVR, Call Center, Call Routing, Call Recording, Software Development, Program Management, Project Implementation, Technical Management, Management Consulting, Mergers, Technology Integration, Software Quality..., Quality Assurance, Usability Testing, User Acceptance Testing, Service Management, Professional Services, Web Development, HRIS, PeopleSoft, SDLC, Vendor Management, Visio, Requirements Analysis, Software Project..., Application Development, Process Improvement, Team Leadership, MS Project, SQL, Telecommunications, Change Management, Business Intelligence, Analysis, Business Process..., Agile, Customer Relations, SharePoint, Strategic Planning, Vendor Relations, Problem Solving, ITIL, SQL Server, Team Building, VoIP, Team Management, Customer Experience
Education
Indiana University - Kelley School of Business 1982 — 1987
BS - Business, Quantitative Business Analysis
Jennifer Reigle Jennifer Reigle's Wells Fargo Advisors, LLC Experience October 2008 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2008 - Present
Mutual Service Corporation 2005 - 2008
Merrill Lynch April 1983 - May 2003
Skills
Certified Retirement..., Life & Health Insurance..., Long Term Care...
Education
Hanover College 1978 — 1982
Bachelor of Arts (B.A.), French and Psychology
Wells Fargo Advisors, LLC October 2008 - Present
Mutual Service Corporation 2005 - 2008
Merrill Lynch April 1983 - May 2003
Skills
Certified Retirement..., Life & Health Insurance..., Long Term Care...
Education
Hanover College 1978 — 1982
Bachelor of Arts (B.A.), French and Psychology
Kevin Dunn Kevin Dunn's Wells Fargo Advisors, LLC Experience July 2009 - September 2009
Job Solution Architect
Industry Information Technology and Services
Experience
Teradata July 2014 - Present
John Deere May 2014 - June 2014
Farm Bureau Financial Services July 2012 - May 2014
Retalix USA Inc January 2012 - June 2012
Clarity Solution Group September 2011 - December 2011
Clarity Solution Group January 2011 - September 2011
PayFlex® June 2010 - December 2010
Harbinger Partners September 2009 - June 2010
Wells Fargo Advisors, LLC July 2009 - September 2009
Planet Consulting February 2009 - June 2009
Skills
ETL, Data Warehousing, PL/SQL, OLAP, Netezza, Programming, RDBMS, Pentaho, JavaScript, Control-M, Informatica, Data Modeling, Unix Shell Scripting, Solaris, DB2, Business Intelligence, SQL, SDLC, Unix, Oracle SQL, Database Design, Agile, Tidal, Teradata, Oracle, iSeries
Education
Hastings College
BA, Biology
Hastings College
Teradata July 2014 - Present
John Deere May 2014 - June 2014
Farm Bureau Financial Services July 2012 - May 2014
Retalix USA Inc January 2012 - June 2012
Clarity Solution Group September 2011 - December 2011
Clarity Solution Group January 2011 - September 2011
PayFlex® June 2010 - December 2010
Harbinger Partners September 2009 - June 2010
Wells Fargo Advisors, LLC July 2009 - September 2009
Planet Consulting February 2009 - June 2009
Skills
ETL, Data Warehousing, PL/SQL, OLAP, Netezza, Programming, RDBMS, Pentaho, JavaScript, Control-M, Informatica, Data Modeling, Unix Shell Scripting, Solaris, DB2, Business Intelligence, SQL, SDLC, Unix, Oracle SQL, Database Design, Agile, Tidal, Teradata, Oracle, iSeries
Education
Hastings College
BA, Biology
Hastings College
Lon Burris Lon Burris's Wells Fargo Advisors, LLC Experience March 1997 - Present
Job Wells Fargo Advisors, LLC Financial Advisor
Industry Financial Services
Experience
Wells Fargo Advisors, LLC March 1997 - Present
Burris Chemical, Inc. September 1976 - December 1996
Olin Corporation September 1974 - August 1976
Skills
Financial Advisory, Investment Planning, Retirement Planning, Risk Management, Wealth Preservation..., Business Owner Planning, Estate Investment..., Insurance Planning, Multigenerational..., Investment Strategies, Financial Services, Tax-Efficient Strategies, Liabilities Management, Strategic Planning, Deferred Compensation...
Education
Furman University 1972 — 1974
BA, Economics
The Citadel 1970 — 1972
Wells Fargo Advisors, LLC March 1997 - Present
Burris Chemical, Inc. September 1976 - December 1996
Olin Corporation September 1974 - August 1976
Skills
Financial Advisory, Investment Planning, Retirement Planning, Risk Management, Wealth Preservation..., Business Owner Planning, Estate Investment..., Insurance Planning, Multigenerational..., Investment Strategies, Financial Services, Tax-Efficient Strategies, Liabilities Management, Strategic Planning, Deferred Compensation...
Education
Furman University 1972 — 1974
BA, Economics
The Citadel 1970 — 1972
TODD RUST TODD RUST's Wells Fargo Advisors, LLC Experience August 2006 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2006 - Present
JJB Hilliard, WL Lyons, Inc March 2003 - August 2006
BB&T August 1998 - February 2003
Chase (formerly BancOne Securities) May 1995 - August 1998
Skills
Financial Advisory, Retirement Planning, Investment Strategies, Public Speaking, Risk Management, 401k Rollovers, Retirement Plan..., Business Owner Planning, Business-succession..., Multi-generational...
Education
American Bankers Association - Stonier Graduate School of Banking 1999 — 2002
Graduate of their Bank Management Program, Commercial Banking
Cannon School of Personal Trust/Private Banking/Investments 1998 — 2002
Numerous, Personal Trust; Private Banking; Investments
Illinois Wesleyan University 1978 — 1983
BS, Finance & Insurance
LaSalle University in St. Louis 1987 — 1989
Masters, Public Relations
Wells Fargo Advisors, LLC August 2006 - Present
JJB Hilliard, WL Lyons, Inc March 2003 - August 2006
BB&T August 1998 - February 2003
Chase (formerly BancOne Securities) May 1995 - August 1998
Skills
Financial Advisory, Retirement Planning, Investment Strategies, Public Speaking, Risk Management, 401k Rollovers, Retirement Plan..., Business Owner Planning, Business-succession..., Multi-generational...
Education
American Bankers Association - Stonier Graduate School of Banking 1999 — 2002
Graduate of their Bank Management Program, Commercial Banking
Cannon School of Personal Trust/Private Banking/Investments 1998 — 2002
Numerous, Personal Trust; Private Banking; Investments
Illinois Wesleyan University 1978 — 1983
BS, Finance & Insurance
LaSalle University in St. Louis 1987 — 1989
Masters, Public Relations
Erik Wecks Erik Wecks's Wells Fargo Advisors, LLC Experience March 2008 - May 2010
Job Author
Industry Entertainment
Experience
Geekdad.com January 2012 - Present
How To Manage Your Money When You Don't Have Any November 2011 - Present
Cascade Earth Manufacturing July 2010 - December 2011
Apprisen Financial Advocates January 2011 - November 2011
Wells Fargo Advisors, LLC March 2008 - May 2010
Windermere Real Estate April 2004 - February 2008
Holiday Inn Express and Suites February 2003 - March 2004
Cyber Rep, LLC December 2001 - August 2002
Cornell University September 1999 - July 2001
Skills
Public Speaking, Writing, Feature Writing, Planning, Community Outreach, Outlook, Non-profits, Feature Articles, Project Planning, Leadership Development, Leadership, Social Networking, Training, Event Planning, Management, Microsoft Excel, Microsoft Office, Event Management, Strategic Planning, PowerPoint, Social Media, Team Building, Coaching, Budgets, Customer Service, Marketing, Microsoft Word, Public Relations
Education
The University of ChicagoSocial Sciences 1998 — 1998
M.A, Social Science
George Fox University 1994 — 1996
B.A., History
Geekdad.com January 2012 - Present
How To Manage Your Money When You Don't Have Any November 2011 - Present
Cascade Earth Manufacturing July 2010 - December 2011
Apprisen Financial Advocates January 2011 - November 2011
Wells Fargo Advisors, LLC March 2008 - May 2010
Windermere Real Estate April 2004 - February 2008
Holiday Inn Express and Suites February 2003 - March 2004
Cyber Rep, LLC December 2001 - August 2002
Cornell University September 1999 - July 2001
Skills
Public Speaking, Writing, Feature Writing, Planning, Community Outreach, Outlook, Non-profits, Feature Articles, Project Planning, Leadership Development, Leadership, Social Networking, Training, Event Planning, Management, Microsoft Excel, Microsoft Office, Event Management, Strategic Planning, PowerPoint, Social Media, Team Building, Coaching, Budgets, Customer Service, Marketing, Microsoft Word, Public Relations
Education
The University of ChicagoSocial Sciences 1998 — 1998
M.A, Social Science
George Fox University 1994 — 1996
B.A., History
Susan McCormick Susan McCormick's Wells Fargo Advisors, LLC Experience May 2003 - July 2012
Job Experienced Leader in Financial Education
Industry Financial Services
Experience
Five Rings Financial, LLC August 2014 - Present
Jett Business Solutions August 2012 - December 2014
Dunn CPA Firm - Tax Solutions Group February 2013 - December 2013
Wells Fargo Advisors, LLC May 2003 - July 2012
Morgan Stanley January 2000 - January 2002
Morgan Stanley September 1997 - February 2000
Skills
Practice Management..., Marketing Strategy, Client Development, Business Development, Recruiting, Marketing, Financial Services, Training, Financial Advisory, Investments, New Business Development, Sales Management, Strategic Planning, Account Management, Insurance, Coaching, Sales, Financial Analysis, Leadership, Risk Management, Negotiation, Small Business, Start-ups
Education
George Mason University 1976 — 1980
BA, Government and Politics
Five Rings Financial, LLC August 2014 - Present
Jett Business Solutions August 2012 - December 2014
Dunn CPA Firm - Tax Solutions Group February 2013 - December 2013
Wells Fargo Advisors, LLC May 2003 - July 2012
Morgan Stanley January 2000 - January 2002
Morgan Stanley September 1997 - February 2000
Skills
Practice Management..., Marketing Strategy, Client Development, Business Development, Recruiting, Marketing, Financial Services, Training, Financial Advisory, Investments, New Business Development, Sales Management, Strategic Planning, Account Management, Insurance, Coaching, Sales, Financial Analysis, Leadership, Risk Management, Negotiation, Small Business, Start-ups
Education
George Mason University 1976 — 1980
BA, Government and Politics
Frank Bates Frank Bates's Wells Fargo Advisors, LLC Experience August 2008 - December 2010
Job Manager of Brokerage Reporting for Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo January 2011 - Present
Wells Fargo Advisors, LLC August 2008 - December 2010
Wells Fargo Advisors July 2007 - August 2008
First Clearing Correspondent Services/Wachovia 2004 - 2007
First Union National Bank February 2000 - June 2004
BANK OF AMERICA June 1999 - January 2000
First Union National Bank September 1997 - May 1999
MELTON’S APP & TAP August 1996 - August 1997
Brinker International September 1995 - August 1996
Outback Steakhouse February 1993 - August 1995
Skills
Series 7, Training, Banking, Securities, Financial Services, Sales, Mutual Funds, Investments, Portfolio Management, Budgets, Marketing
Education
Hampden-Sydney College 1985 — 1989
BA, Managerial Economics
Wells Fargo January 2011 - Present
Wells Fargo Advisors, LLC August 2008 - December 2010
Wells Fargo Advisors July 2007 - August 2008
First Clearing Correspondent Services/Wachovia 2004 - 2007
First Union National Bank February 2000 - June 2004
BANK OF AMERICA June 1999 - January 2000
First Union National Bank September 1997 - May 1999
MELTON’S APP & TAP August 1996 - August 1997
Brinker International September 1995 - August 1996
Outback Steakhouse February 1993 - August 1995
Skills
Series 7, Training, Banking, Securities, Financial Services, Sales, Mutual Funds, Investments, Portfolio Management, Budgets, Marketing
Education
Hampden-Sydney College 1985 — 1989
BA, Managerial Economics
Bradford S. Umbarger, CFP®, MBA, ChFC® Bradford S. Umbarger, CFP®, MBA, ChFC®'s Wells Fargo Advisors, LLC Experience June 2011 - March 2013
Job Independent Financial Advisor
Industry Financial Services
Experience
Self Employed March 2013 - Present
Wells Fargo Advisors LLC June 2011 - March 2013
PNC Investments September 2004 - June 2011
Park Avenue Securities November 2003 - September 2004
New England Financial December 2001 - October 2003
Enterprise Rent-A-Car January 1999 - November 2001
Skills
Customer Service, Wealth Management, Estate Planning, Retirement Planning, Managerial Finance, Strategic Financial..., Wealth, Coaching, Investments, Finance, Financial Advisory, Personal Finance, Program Management, Investment Strategies, Mutual Funds, Series 7, Financial Services, Series 63, Fixed Annuities, Asset Allocation, Asset Management, Retirement, 401k, Disability Insurance, Life Insurance, Long-term Care, Relationship Management, Mortgage Lending, Loans, Term Life Insurance, Banking, Employee Benefits, Financial Analysis, Risk Management, Health Insurance, Credit Analysis, Investment Advisory, Wealth Management..., Consumer Lending, Securities, Insurance, Uniform Combined State..., Series 6, Management, Strategic Planning, Portfolio Management, Small Business, Marketing, Leadership, Financial Planning
Education
Grove City College
Bachelor of Science, Financial Management
Penn State University
Master of Business Administration (MBA), Business Administration
Self Employed March 2013 - Present
Wells Fargo Advisors LLC June 2011 - March 2013
PNC Investments September 2004 - June 2011
Park Avenue Securities November 2003 - September 2004
New England Financial December 2001 - October 2003
Enterprise Rent-A-Car January 1999 - November 2001
Skills
Customer Service, Wealth Management, Estate Planning, Retirement Planning, Managerial Finance, Strategic Financial..., Wealth, Coaching, Investments, Finance, Financial Advisory, Personal Finance, Program Management, Investment Strategies, Mutual Funds, Series 7, Financial Services, Series 63, Fixed Annuities, Asset Allocation, Asset Management, Retirement, 401k, Disability Insurance, Life Insurance, Long-term Care, Relationship Management, Mortgage Lending, Loans, Term Life Insurance, Banking, Employee Benefits, Financial Analysis, Risk Management, Health Insurance, Credit Analysis, Investment Advisory, Wealth Management..., Consumer Lending, Securities, Insurance, Uniform Combined State..., Series 6, Management, Strategic Planning, Portfolio Management, Small Business, Marketing, Leadership, Financial Planning
Education
Grove City College
Bachelor of Science, Financial Management
Penn State University
Master of Business Administration (MBA), Business Administration
David Zimansky David Zimansky's Wells Fargo Advisors, LLC Experience June 2010 - January 2012
Job Career Investment Professional
Industry Financial Services
Experience
--Independent February 2012 - Present
Wells Fargo Advisors, LLC June 2010 - January 2012
Jefferies & Company, Inc. November 1996 - March 2006
Securities Management & Research, Inc. December 1990 - October 1996
Shearson Lehman Brothers September 1987 - March 1990
The First Boston Corporation January 1986 - August 1987
Goldman Sachs June 1982 - January 1986
Skills
Portfolio Management, Sales and Business..., Client Services, Equity Research, Mutual Funds, Financial Services, Series 7, Equities, Equity Trading, Securities, Hedge Funds, Investment Advisory, Bloomberg, Trading, Series 63, Mergers, Financial Analysis, Risk Management, Fixed Income, Alternative Investments, Wealth Management, Investments, Asset Managment
Education
Stanford University Graduate School of Business 1980 — 1982
MBA, Finance, International Economics
Harvard University 1973 — 1978
AB, Magna Cum Laude with Highest Honors, History
--Independent February 2012 - Present
Wells Fargo Advisors, LLC June 2010 - January 2012
Jefferies & Company, Inc. November 1996 - March 2006
Securities Management & Research, Inc. December 1990 - October 1996
Shearson Lehman Brothers September 1987 - March 1990
The First Boston Corporation January 1986 - August 1987
Goldman Sachs June 1982 - January 1986
Skills
Portfolio Management, Sales and Business..., Client Services, Equity Research, Mutual Funds, Financial Services, Series 7, Equities, Equity Trading, Securities, Hedge Funds, Investment Advisory, Bloomberg, Trading, Series 63, Mergers, Financial Analysis, Risk Management, Fixed Income, Alternative Investments, Wealth Management, Investments, Asset Managment
Education
Stanford University Graduate School of Business 1980 — 1982
MBA, Finance, International Economics
Harvard University 1973 — 1978
AB, Magna Cum Laude with Highest Honors, History
Kyle Sutton Kyle Sutton's Wells Fargo Advisors, LLC Experience April 2005 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2005 - Present
Discount Corporation of New York January 1993 - April 1995
Education
Idaho State University 1987 — 1989
BBA, Accounting, Finance
Wells Fargo Advisors, LLC April 2005 - Present
Discount Corporation of New York January 1993 - April 1995
Education
Idaho State University 1987 — 1989
BBA, Accounting, Finance
Gaurav Lokesh Gaurav Lokesh's Wells Fargo Advisors, LLC Experience January 2011 - May 2011
Job Sr. Product Manager at StubHub
Industry Information Technology and Services
Experience
StubHub, eBay Inc. February 2015 - Present
StubHub, eBay Inc February 2012 - February 2015
Washington University in St. Louis August 2010 - May 2012
Solae, LLC (A DuPont/Bunge JV) May 2011 - February 2012
Wells Fargo Advisors, LLC January 2011 - May 2011
GE Capital August 2009 - July 2010
The McGraw Hill Companies November 2007 - June 2009
Tech Mahindra June 2006 - November 2007
Skills
Business Strategy, Product Management, Project Management, Consulting, New Business Development, Marketing Research, Marketing Analytics, Benchmarking, Business Analysis, Competitive Analysis, Analytics, Data Analysis, Product Development, Business Development, Strategic Planning, Management, Marketing Strategy, Leadership, Analysis, Integration, Business Intelligence, Strategy, Market Research, CRM, Requirements Analysis, SDLC, E-commerce
Education
Washington University in St. Louis - Olin Business School 2010 — 2012
MBA
Panjab University 2002 — 2006
Bachelors of Engineering, Information Technology
General Assembly
Certification, User Experience & Design
StubHub, eBay Inc. February 2015 - Present
StubHub, eBay Inc February 2012 - February 2015
Washington University in St. Louis August 2010 - May 2012
Solae, LLC (A DuPont/Bunge JV) May 2011 - February 2012
Wells Fargo Advisors, LLC January 2011 - May 2011
GE Capital August 2009 - July 2010
The McGraw Hill Companies November 2007 - June 2009
Tech Mahindra June 2006 - November 2007
Skills
Business Strategy, Product Management, Project Management, Consulting, New Business Development, Marketing Research, Marketing Analytics, Benchmarking, Business Analysis, Competitive Analysis, Analytics, Data Analysis, Product Development, Business Development, Strategic Planning, Management, Marketing Strategy, Leadership, Analysis, Integration, Business Intelligence, Strategy, Market Research, CRM, Requirements Analysis, SDLC, E-commerce
Education
Washington University in St. Louis - Olin Business School 2010 — 2012
MBA
Panjab University 2002 — 2006
Bachelors of Engineering, Information Technology
General Assembly
Certification, User Experience & Design
David Lu David Lu's Wells Fargo Advisors, LLC Experience 2009 - Present
Job Head of Client Information & Analytics at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2009 - Present
American Express 2006 - 2009
American Express 2005 - 2006
American Express 2004 - 2005
American Express 2003 - 2004
American Express 2002 - 2003
American Express 2000 - 2002
American Express 1999 - 2000
American Express 1997 - 1999
Prudential Insurance 1996 - 1997
Skills
Risk Management, Analytics, Credit Risk, Strategy, Credit, SAS, Quantitative Analytics, Mergers & Acquisitions, Portfolio Management, Credit Cards, Financial Modeling, Financial Risk, Financial Services, Predictive Modeling, Financial Analysis, Mergers, Data Mining, Management, Banking, Segmentation, Derivatives, Relationship Management, Risk Analytics, Credit Analysis, Leadership, Basel II, Statistical Modeling, Capital Markets, Fixed Income, Predictive Analytics, Investment Banking, Market Risk, Economics, Cross Selling, SAS programming
Education
Huazhong University of Science and Technology
B.S., Physics
Zhongnan University of Economics and Law
M.A., Industry Management
University at Albany, SUNY
Ph.D., Economics
Wells Fargo Advisors, LLC 2009 - Present
American Express 2006 - 2009
American Express 2005 - 2006
American Express 2004 - 2005
American Express 2003 - 2004
American Express 2002 - 2003
American Express 2000 - 2002
American Express 1999 - 2000
American Express 1997 - 1999
Prudential Insurance 1996 - 1997
Skills
Risk Management, Analytics, Credit Risk, Strategy, Credit, SAS, Quantitative Analytics, Mergers & Acquisitions, Portfolio Management, Credit Cards, Financial Modeling, Financial Risk, Financial Services, Predictive Modeling, Financial Analysis, Mergers, Data Mining, Management, Banking, Segmentation, Derivatives, Relationship Management, Risk Analytics, Credit Analysis, Leadership, Basel II, Statistical Modeling, Capital Markets, Fixed Income, Predictive Analytics, Investment Banking, Market Risk, Economics, Cross Selling, SAS programming
Education
Huazhong University of Science and Technology
B.S., Physics
Zhongnan University of Economics and Law
M.A., Industry Management
University at Albany, SUNY
Ph.D., Economics
Elyce Picciotti Elyce Picciotti's Wells Fargo Advisors, LLC Experience October 2008 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2008 - Present
E. Picciotti, Ltd. June 1990 - September 2008
Dow Jones Telerate & InterShow 1995 - 2005
Printech Desktop Publishing 1986 - 1990
Shell Development 1980 - 1984
Skills
Financial Services, Retirement Planning, Investments, Risk Management, Investment Strategies, Asset Allocation, Marketing, Equities, Mutual Funds, ETFs, Variable Annuities, Fixed Annuities, Indexed Annuities, Insurance, Technical Analysis, Strategic Planning, Conference Management, Graphic Design, Strategic Financial..., Technical Writing, Creative Writing
Education
Tulane University - A.B. Freeman School of Business 1985 — 1987
MBA, Management and Accounting
Georgetown University 1976 — 1979
BSFS, Foreign Service
NVRHS at Old Tappan 1972 — 1976
Wells Fargo Advisors, LLC October 2008 - Present
E. Picciotti, Ltd. June 1990 - September 2008
Dow Jones Telerate & InterShow 1995 - 2005
Printech Desktop Publishing 1986 - 1990
Shell Development 1980 - 1984
Skills
Financial Services, Retirement Planning, Investments, Risk Management, Investment Strategies, Asset Allocation, Marketing, Equities, Mutual Funds, ETFs, Variable Annuities, Fixed Annuities, Indexed Annuities, Insurance, Technical Analysis, Strategic Planning, Conference Management, Graphic Design, Strategic Financial..., Technical Writing, Creative Writing
Education
Tulane University - A.B. Freeman School of Business 1985 — 1987
MBA, Management and Accounting
Georgetown University 1976 — 1979
BSFS, Foreign Service
NVRHS at Old Tappan 1972 — 1976
Andrew Wilkin Andrew Wilkin's Wells Fargo Advisors, LLC Experience January 2007 - October 2009
Job Investment Specialist at Merrill Edge
Industry Investment Management
Experience
Merrill Edge April 2014 - Present
Charter Oak Insurance and Financial Services July 2013 - December 2013
New York Life Insurance Company December 2009 - July 2013
Wells Fargo Advisors LLC January 2007 - October 2009
REI, Inc August 2003 - December 2006
Merrill Lynch October 1991 - October 2000
Skills
Retirement Planning, Estate Planning, Education Savings, Securities, Insurance, Investments, Excel, Microsoft Office, Word, PowerPoint, Portfolio Management, Investment Advisory, Term Life Insurance, Microsoft Excel, Fixed Annuities, Microsoft Word, Mutual Funds, Budgets, Sales, Finance, Life Insurance, Leadership, Business Planning, IRAs, 401k, Retirement, Financial Services, Disability Insurance, Analysis
Education
George Mason University 2003 — 2006
Bachelor of Science, Accounting
University of Tennessee-Knoxville 1985 — 1988
Merrill Edge April 2014 - Present
Charter Oak Insurance and Financial Services July 2013 - December 2013
New York Life Insurance Company December 2009 - July 2013
Wells Fargo Advisors LLC January 2007 - October 2009
REI, Inc August 2003 - December 2006
Merrill Lynch October 1991 - October 2000
Skills
Retirement Planning, Estate Planning, Education Savings, Securities, Insurance, Investments, Excel, Microsoft Office, Word, PowerPoint, Portfolio Management, Investment Advisory, Term Life Insurance, Microsoft Excel, Fixed Annuities, Microsoft Word, Mutual Funds, Budgets, Sales, Finance, Life Insurance, Leadership, Business Planning, IRAs, 401k, Retirement, Financial Services, Disability Insurance, Analysis
Education
George Mason University 2003 — 2006
Bachelor of Science, Accounting
University of Tennessee-Knoxville 1985 — 1988
Justin Haskin Justin Haskin's Wells Fargo Advisors, LLC Experience April 2009 - April 2014
Job President at Grace Legacy Capital
Industry Financial Services
Experience
Grace Legacy Capital May 2014 - Present
Indiana Perinatal Network 2010 - 2015
Wells Fargo Advisors, LLC April 2009 - April 2014
United Methodist Foundation of Indiana 2011 - 2013
The Villages 2010 - 2012
JPMorgan Asset Management August 2005 - April 2009
Fifth Third Asset Management December 2000 - May 2005
Skills
CIMA, CFP®, Level II CFA Candidate, Retirement Planning, Alternative Investments, Strategic Financial..., Investments, Investment Management, Asset Management, Risk Management, Chartered Financial..., Institutional..., Series 63, Asset Allocation, Asset Managment, Series 7, Wealth Management, Mutual Funds, Financial Advisory, Finance, Portfolio Management, Strategic Planning, Management, Financial Planning
Education
Indiana University - Kelley School of Business 2003 — 2007
Master of Science (MS), Finance, General
Indiana University - Kelley School of Business 2003 — 2007
Master of Science (MS), Business Administration and Management, General
Macalester College 1996 — 2000
Bachelor of Arts (B.A.), Psychology
Grace Legacy Capital May 2014 - Present
Indiana Perinatal Network 2010 - 2015
Wells Fargo Advisors, LLC April 2009 - April 2014
United Methodist Foundation of Indiana 2011 - 2013
The Villages 2010 - 2012
JPMorgan Asset Management August 2005 - April 2009
Fifth Third Asset Management December 2000 - May 2005
Skills
CIMA, CFP®, Level II CFA Candidate, Retirement Planning, Alternative Investments, Strategic Financial..., Investments, Investment Management, Asset Management, Risk Management, Chartered Financial..., Institutional..., Series 63, Asset Allocation, Asset Managment, Series 7, Wealth Management, Mutual Funds, Financial Advisory, Finance, Portfolio Management, Strategic Planning, Management, Financial Planning
Education
Indiana University - Kelley School of Business 2003 — 2007
Master of Science (MS), Finance, General
Indiana University - Kelley School of Business 2003 — 2007
Master of Science (MS), Business Administration and Management, General
Macalester College 1996 — 2000
Bachelor of Arts (B.A.), Psychology
Don Fernandes Don Fernandes's Wells Fargo Advisors, LLC Experience February 2000 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2000 - Present
First Federal Savings & Loan of Bloomington February 1983 - October 1999
Ernst & Young January 1979 - February 1983
Skills
Finance, Financial Services, Banking, Management, IRAs, Life Insurance, Leadership, Customer Service, Team Building
Education
Illinois State University 1975 — 1979
Bachelors, Accounting
Jacksonville High School, Jacksonville, IL
Wells Fargo Advisors, LLC February 2000 - Present
First Federal Savings & Loan of Bloomington February 1983 - October 1999
Ernst & Young January 1979 - February 1983
Skills
Finance, Financial Services, Banking, Management, IRAs, Life Insurance, Leadership, Customer Service, Team Building
Education
Illinois State University 1975 — 1979
Bachelors, Accounting
Jacksonville High School, Jacksonville, IL
Neil Davies, CPWA® Neil Davies, CPWA®'s Wells Fargo Advisors, LLC Experience July 2004 - April 2011
Job Private Wealth Advisor at Capital Strategies Investment Group
Industry Financial Services
Experience
Capital Strategies Investment Group April 2011 - Present
Wells Fargo Advisors, LLC July 2004 - April 2011
Century Steel LLC July 2002 - July 2004
Skills
Retirement Planning, Asset Managment, Executive Pay, Stocks, Estate Planning, Asset Allocation, Financial Advisory, Strategic Financial..., Insurance, Wealth Management, Investment Advisory, Retirement, 401k, Asset Management, Finance
Education
The University of Chicago - Booth School of Business
Certified Private Wealth Advisor (CPWA), Executive Benefits, Stock Options, Retirement Planning, Estate & Tax Planning
Illinois State University
College of Business- Finance, Finance and Financial Management Services
Providence Catholic
Capital Strategies Investment Group April 2011 - Present
Wells Fargo Advisors, LLC July 2004 - April 2011
Century Steel LLC July 2002 - July 2004
Skills
Retirement Planning, Asset Managment, Executive Pay, Stocks, Estate Planning, Asset Allocation, Financial Advisory, Strategic Financial..., Insurance, Wealth Management, Investment Advisory, Retirement, 401k, Asset Management, Finance
Education
The University of Chicago - Booth School of Business
Certified Private Wealth Advisor (CPWA), Executive Benefits, Stock Options, Retirement Planning, Estate & Tax Planning
Illinois State University
College of Business- Finance, Finance and Financial Management Services
Providence Catholic
Scott S. Merhige Scott S. Merhige's Wells Fargo Advisors, LLC Experience August 1984 - Present
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 1984 - Present
Skills
Retirement Planning, Retirement Income..., Investment Advisory, Financial Services, Investment Strategies, Investments, IRAs, Finance, Retirement, Corporate Finance, Mutual Funds, Portfolio Management, Wealth Management, Series 63, Series 7, Financial Planning
Education
Hofstra University 1980 — 1984
Bachelor of Business Administration (BBA), Finance, General
West Islip High School
Wells Fargo Advisors, LLC August 1984 - Present
Skills
Retirement Planning, Retirement Income..., Investment Advisory, Financial Services, Investment Strategies, Investments, IRAs, Finance, Retirement, Corporate Finance, Mutual Funds, Portfolio Management, Wealth Management, Series 63, Series 7, Financial Planning
Education
Hofstra University 1980 — 1984
Bachelor of Business Administration (BBA), Finance, General
West Islip High School
Leslie M Lemonick Leslie M Lemonick's Wells Fargo Advisors, LLC Experience March 1986 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC March 1986 - Present
American Hospital Supply Co. August 1983 - March 1986
Skills
Strategic Planning, Fundraising, Investments
Education
Thunderbird School of Global Management 1981 — 1983
MIM, International Management
Gettysburg College 1976 — 1980
BA, Philosophy
Wells Fargo Advisors, LLC March 1986 - Present
American Hospital Supply Co. August 1983 - March 1986
Skills
Strategic Planning, Fundraising, Investments
Education
Thunderbird School of Global Management 1981 — 1983
MIM, International Management
Gettysburg College 1976 — 1980
BA, Philosophy
Brett Bringuel's Wells Fargo Advisors, LLC Experience February 2006 - Present
Job Financial Advisor, Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2006 - Present
Morgan Stanley July 1998 - February 2006
Merrill Lynch July 1996 - July 1998
Education
The American College
Chartered Life Underwriter, Business and Personal/Financial Services
The American College
Chartered Financial Consultant, Personal Finance
Georgia State University 1992 — 1995
Bachelor of Business Administration, Finance
Clayton State University 1989 — 1992
Clayton State
Wells Fargo Advisors, LLC February 2006 - Present
Morgan Stanley July 1998 - February 2006
Merrill Lynch July 1996 - July 1998
Education
The American College
Chartered Life Underwriter, Business and Personal/Financial Services
The American College
Chartered Financial Consultant, Personal Finance
Georgia State University 1992 — 1995
Bachelor of Business Administration, Finance
Clayton State University 1989 — 1992
Clayton State
James Buckner James Buckner's Wells Fargo Advisors, LLC Experience March 2011 - February 2014
Job Financial Advisor at Wunderlich Securities
Industry Financial Services
Experience
Wunderlich Securities March 2014 - Present
Wells Fargo Advisors, LLC March 2011 - February 2014
Athens First Bank & Trust October 2004 - February 2011
United Americas Bank June 2000 - October 2004
SunTrust Bank July 1995 - June 2000
Education
Indiana University Bloomington 1985 — 1987
MA, History
The University of Georgia 1982 — 1985
BA, History
Wunderlich Securities March 2014 - Present
Wells Fargo Advisors, LLC March 2011 - February 2014
Athens First Bank & Trust October 2004 - February 2011
United Americas Bank June 2000 - October 2004
SunTrust Bank July 1995 - June 2000
Education
Indiana University Bloomington 1985 — 1987
MA, History
The University of Georgia 1982 — 1985
BA, History
Joel G Janssen Joel G Janssen's Wells Fargo Advisors, LLC Experience October 2012 - Present
Job Officer, Control Specialist at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2012 - Present
UBS June 2012 - October 2012
JHS Capital Advisors, Inc. April 2012 - June 2012
Sunset Science Park Federal Credit Union April 2011 - June 2012
Paulson Investment Company October 2010 - April 2012
Ameriprise Financial May 2010 - October 2010
Ameriprise Financial Services, Inc. May 2009 - May 2010
Smith Barney November 2007 - 2008
The Private Consulting Group January 2002 - November 2007
Education
Gonzaga University 1991 — 1995
Bachelor of Business Administration, Marketing
Wells Fargo Advisors, LLC October 2012 - Present
UBS June 2012 - October 2012
JHS Capital Advisors, Inc. April 2012 - June 2012
Sunset Science Park Federal Credit Union April 2011 - June 2012
Paulson Investment Company October 2010 - April 2012
Ameriprise Financial May 2010 - October 2010
Ameriprise Financial Services, Inc. May 2009 - May 2010
Smith Barney November 2007 - 2008
The Private Consulting Group January 2002 - November 2007
Education
Gonzaga University 1991 — 1995
Bachelor of Business Administration, Marketing
David Pearlman's Wells Fargo Advisors, LLC Experience January 2015 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2015 - Present
Merrill Lynch November 2011 - January 2015
Morgan Stanley Smith Barney January 2010 - November 2011
Florida Capital Bank October 2005 - July 2009
Mercantile Bank February 2003 - October 2005
Wachovia Bank May 2000 - February 2003
CIBC National Bank August 1999 - May 2000
IronStone Bank April 1997 - August 1999
Barnett Bank KNA Bank of America October 1993 - April 1997
Skills
Financial Analysis, Finance, Investments, Credit, Insurance, Budgets, Financial Reporting, Loans, Strategy, Strategic Planning, Sales, Strategic Financial..., Financial Planning, Start-ups, Portfolio Management, Real Estate, Risk Management, Retirement Planning, Management, Retail, Microsoft Excel, New Business Development, Mutual Funds
Education
Indiana University Bloomington 1989 — 1993
B.A., Psychology, Jewish Studies
mccallie school 1982 — 1989
Wells Fargo Advisors, LLC January 2015 - Present
Merrill Lynch November 2011 - January 2015
Morgan Stanley Smith Barney January 2010 - November 2011
Florida Capital Bank October 2005 - July 2009
Mercantile Bank February 2003 - October 2005
Wachovia Bank May 2000 - February 2003
CIBC National Bank August 1999 - May 2000
IronStone Bank April 1997 - August 1999
Barnett Bank KNA Bank of America October 1993 - April 1997
Skills
Financial Analysis, Finance, Investments, Credit, Insurance, Budgets, Financial Reporting, Loans, Strategy, Strategic Planning, Sales, Strategic Financial..., Financial Planning, Start-ups, Portfolio Management, Real Estate, Risk Management, Retirement Planning, Management, Retail, Microsoft Excel, New Business Development, Mutual Funds
Education
Indiana University Bloomington 1989 — 1993
B.A., Psychology, Jewish Studies
mccallie school 1982 — 1989
Tommy Schmid's Wells Fargo Advisors, LLC Experience July 2010 - October 2012
Job Vice President at FSG Bank
Industry Financial Services
Experience
FSG Bank February 2014 - Present
Commercial Lending Resources, LLC October 2008 - Present
First State November 2012 - January 2014
Wells Fargo Advisors, LLC July 2010 - October 2012
CapitalMark Bank & Trust March 2007 - October 2008
Skills
Loans, Finance, Commercial Lending, Financial Analysis, Commercial Banking, Credit Analysis, Underwriting, Credit Risk, New Business Development, Business Development, Wealth Management, Banking, Portfolio Management, SBA, Small Business Lending, Start-ups, Financial Advisory, Financial Services, Executive Management, Loan Origination, Real Estate, Business Planning, Relationship Management, Financial Structuring, Management, Funding, Refinance, Small Business, Series 7, USDA, Asset Management
Education
Haslam College of Business at the University of Tennessee 1982 — 1986
BS, Finance
Webb School of Knoxville
FSG Bank February 2014 - Present
Commercial Lending Resources, LLC October 2008 - Present
First State November 2012 - January 2014
Wells Fargo Advisors, LLC July 2010 - October 2012
CapitalMark Bank & Trust March 2007 - October 2008
Skills
Loans, Finance, Commercial Lending, Financial Analysis, Commercial Banking, Credit Analysis, Underwriting, Credit Risk, New Business Development, Business Development, Wealth Management, Banking, Portfolio Management, SBA, Small Business Lending, Start-ups, Financial Advisory, Financial Services, Executive Management, Loan Origination, Real Estate, Business Planning, Relationship Management, Financial Structuring, Management, Funding, Refinance, Small Business, Series 7, USDA, Asset Management
Education
Haslam College of Business at the University of Tennessee 1982 — 1986
BS, Finance
Webb School of Knoxville
Andrea Cosello Andrea Cosello's Wells Fargo Advisors, LLC Experience May 2010 - October 2010
Job Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2010 - October 2010
St. Clair CPA Solutions January 2010 - July 2010
Aberdeen Asset Management May 2008 - January 2010
Aberdeen Asset Management June 2007 - May 2008
Lincoln Financial Distributors April 2006 - June 2007
Education
Holy Family University
Wells Fargo Advisors, LLC May 2010 - October 2010
St. Clair CPA Solutions January 2010 - July 2010
Aberdeen Asset Management May 2008 - January 2010
Aberdeen Asset Management June 2007 - May 2008
Lincoln Financial Distributors April 2006 - June 2007
Education
Holy Family University
Joseph A. Gallagher Jr. Joseph A. Gallagher Jr.'s Wells Fargo Advisors, LLC Experience January 2003 - May 2014
Job Financial Advisor
Industry Financial Services
Experience
Progress Bank and Trust May 2014 - Present
Wells Fargo Advisors, LLC January 2003 - May 2014
Skills
Due Diligence, Management, Investments, Financial Analysis, Strategic Planning, Asset Management, Credit, Sales Management, Life Insurance, Finance, Insurance, Retirement, Mortgage Lending, Credit Analysis, Commercial Lending, Cash Management, Loans, Estate Planning, Asset Managment, Series 7, Customer Service
Education
University of Maryland College Park 1989 — 1991
University of Maryland College Park 1989 — 1991
University of Maryland College Park 1988 — 1990
B.S.
George Mason University 1987 — 1988
Economics
Progress Bank and Trust May 2014 - Present
Wells Fargo Advisors, LLC January 2003 - May 2014
Skills
Due Diligence, Management, Investments, Financial Analysis, Strategic Planning, Asset Management, Credit, Sales Management, Life Insurance, Finance, Insurance, Retirement, Mortgage Lending, Credit Analysis, Commercial Lending, Cash Management, Loans, Estate Planning, Asset Managment, Series 7, Customer Service
Education
University of Maryland College Park 1989 — 1991
University of Maryland College Park 1989 — 1991
University of Maryland College Park 1988 — 1990
B.S.
George Mason University 1987 — 1988
Economics
Thomas Hunter, CFP®'s Wells Fargo Advisors, LLC Experience August 2007 - Present
Job Financial Advisor at Williams and Hunter Investment Advisory Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2007 - Present
Northwestern Mutual May 2004 - July 2007
Skills
Wealth Management, Strategic Financial..., Series 7, Retirement Planning, Retirement, Mortgage Lending, Investments, Financial Analysis, Finance, Credit, Asset Allocation, 401k
Education
Haslam College of Business at the University of Tennessee
Wells Fargo Advisors, LLC August 2007 - Present
Northwestern Mutual May 2004 - July 2007
Skills
Wealth Management, Strategic Financial..., Series 7, Retirement Planning, Retirement, Mortgage Lending, Investments, Financial Analysis, Finance, Credit, Asset Allocation, 401k
Education
Haslam College of Business at the University of Tennessee
Jason M. McKenna, CFP® Jason M. McKenna, CFP®'s Wells Fargo Advisors, LLC Experience May 2009 - September 2013
Job President at McKenna Financial Planning
Industry Financial Services
Experience
McKenna Financial Planning September 2013 - Present
Wells Fargo Advisors, LLC May 2009 - September 2013
Smith Barney May 2006 - May 2009
UBS PaineWebber October 1997 - May 2006
Education
Hofstra University 1992 — 1996
BBA, Finance
College of Financial Planning
CERTIFIED FINANCIAL PLANNER™
McKenna Financial Planning September 2013 - Present
Wells Fargo Advisors, LLC May 2009 - September 2013
Smith Barney May 2006 - May 2009
UBS PaineWebber October 1997 - May 2006
Education
Hofstra University 1992 — 1996
BBA, Finance
College of Financial Planning
CERTIFIED FINANCIAL PLANNER™
Tom Lonergan Tom Lonergan's Wells Fargo Advisors, LLC Experience December 2014 - Present
Job First Vice PresidentInvestments
Industry Financial Services
Experience
Wells Fargo Advisors, LLC December 2014 - Present
UBS Financial Services October 2006 - December 2014
AG Edwards October 1995 - September 2006
Education
Hofstra University 1978 — 1982
Wells Fargo Advisors, LLC December 2014 - Present
UBS Financial Services October 2006 - December 2014
AG Edwards October 1995 - September 2006
Education
Hofstra University 1978 — 1982
Aaron Simon Aaron Simon's Wells Fargo Advisors, LLC Experience February 2008 - Present
Job Senior Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2008 - Present
Education
Hamilton College 1992 — 1996
Moses Brown School 1988 — 1992
Nathaniel Green
Wells Fargo Advisors, LLC February 2008 - Present
Education
Hamilton College 1992 — 1996
Moses Brown School 1988 — 1992
Nathaniel Green
Holly Eaton's Wells Fargo Advisors, LLC Experience October 2014 - Present
Job Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2014 - Present
Legal Sea Foods July 2013 - May 2014
University of St Andrews Women for Women International April 2012 - April 2013
US-China Business Council June 2011 - July 2011
Skills
Public Relations, Creative Writing, Fundraising, Social Media, Data Analysis, Writing, Sales, Qualitative Research, Public Speaking, Editing, Microsoft Office, HTML 5
Education
University of St. Andrews 2009 — 2013
Master of Arts (Honours), International Relations
Harvard University 2012 — 2012
Georgetown University School of Continuing Studies 2011 — 2011
International Relations and Affairs
Wells Fargo Advisors, LLC October 2014 - Present
Legal Sea Foods July 2013 - May 2014
University of St Andrews Women for Women International April 2012 - April 2013
US-China Business Council June 2011 - July 2011
Skills
Public Relations, Creative Writing, Fundraising, Social Media, Data Analysis, Writing, Sales, Qualitative Research, Public Speaking, Editing, Microsoft Office, HTML 5
Education
University of St. Andrews 2009 — 2013
Master of Arts (Honours), International Relations
Harvard University 2012 — 2012
Georgetown University School of Continuing Studies 2011 — 2011
International Relations and Affairs
Bruce Caltrider, CRPC Bruce Caltrider, CRPC's Wells Fargo Advisors, LLC Experience April 1992 - Present
Job Financial Advisor, First Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 1992 - Present
Skills
Investments, Retirement Planning, Fixed Income, Mutual Funds, Estate Planning, Asset Allocation, Retirement, Financial Advisory, Wealth Management, Equities, Public Speaking, Risk Management, Due Diligence, Insurance, Financial Analysis, Financial Modeling, Strategic Planning
Education
Hope College 1978 — 1982
BA, Business Administration
Mason High School 1975 — 1978
Wells Fargo Advisors, LLC April 1992 - Present
Skills
Investments, Retirement Planning, Fixed Income, Mutual Funds, Estate Planning, Asset Allocation, Retirement, Financial Advisory, Wealth Management, Equities, Public Speaking, Risk Management, Due Diligence, Insurance, Financial Analysis, Financial Modeling, Strategic Planning
Education
Hope College 1978 — 1982
BA, Business Administration
Mason High School 1975 — 1978
Adam W. Cloyd, AWMA®'s Wells Fargo Advisors, LLC Experience July 2006 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC July 2006 - Present
Edward Jones June 2003 - July 2006
Skills
Retirement Planning, Investments, Investment Strategies, Mutual Funds, Financial Advisory, Asset Allocation, Portfolio Optimization
Education
Indiana State University 1999 — 2003
Bachelor of Science, Finance
Wells Fargo Advisors, LLC July 2006 - Present
Edward Jones June 2003 - July 2006
Skills
Retirement Planning, Investments, Investment Strategies, Mutual Funds, Financial Advisory, Asset Allocation, Portfolio Optimization
Education
Indiana State University 1999 — 2003
Bachelor of Science, Finance
Jim Dedmon Jim Dedmon's Wells Fargo Advisors, LLC Experience September 2012 - Present
Job Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2012 - Present
Education
University of Phoenix 2000 — 2001
Bachelor of Business Management
Heald College 1999 — 2000
Associate of Arts and Sciences (A.A.S.), Accounting
Fresno Christian High School 1987 — 1989
Wells Fargo Advisors, LLC September 2012 - Present
Education
University of Phoenix 2000 — 2001
Bachelor of Business Management
Heald College 1999 — 2000
Associate of Arts and Sciences (A.A.S.), Accounting
Fresno Christian High School 1987 — 1989
Homer Shuler Homer Shuler's Wells Fargo Advisors, LLC Experience June 2011 - Present
Job First Vice PresidentInvestments at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC June 2011 - Present
morgan keegan August 2005 - May 2011
smith barney June 1986 - July 2005
Education
Georgia State University 1977 — 1979
Bachelor of Business Administration
Tucker High School 1971 — 1975
general studies
Wells Fargo Advisors LLC June 2011 - Present
morgan keegan August 2005 - May 2011
smith barney June 1986 - July 2005
Education
Georgia State University 1977 — 1979
Bachelor of Business Administration
Tucker High School 1971 — 1975
general studies
Dawn Patrick, MBA Dawn Patrick, MBA's Wells Fargo Advisors, LLC Experience May 2007 - August 2009
Job Diverse MBA Human Resources & Marketing Director
Industry Management Consulting
Experience
United States Postal Service February 2014 - Present
1113 Church Street, LLC February 2010 - Present
Workforce Development Board of Greensboro, High Point, Guilford County July 2013 - February 2014
Davenport Transportation Consulting February 2012 - September 2012
Triad Christian Center February 2010 - July 2012
Guilford County Home Ownership Center March 2006 - December 2011
Wells Fargo Advisors, LLC May 2007 - August 2009
United Way of Greater Greensboro September 2007 - January 2008
Merrill Lynch October 2005 - May 2007
North Carolina A&T State University Foundation May 2004 - June 2005
Skills
Training, Strategy, Marketing, Business Development, Strategic Planning, Coaching, Management, Public Relations, Program Management, Non-profits, Small Business, Nonprofits, Event Management, Negotiation, Project Planning, Relationship Management, Leadership Development, Time Management, Leadership, Recruiting, Banking, Project Management, Workshop Facilitation, Insurance, Analysis, Sales, Proposal Writing, Branding & Identity, Publications, Customer Satisfaction, Project Coordination, Financial Services, Organizational..., Investments, Management Consulting, Budgets, Human Resources, Talent Acquisition, Public Speaking, Consulting, Newsletters, Research, Staff Development, Entrepreneurship
Education
Laurel University 2011 — 2014
Master of Business Administration (M.B.A.), Management
Guilford Technical Community College
Certificate, Project Management
Guilford Technical Community College 2013 — 2013
Certification, Career Readiness, Silver Level
North Carolina A&T State University 2013 — 2013
Certification, QuickBooks for Small Businesses & Entreprenuers
Hampton University
B.A., Mass Media Arts
Hopewell High School
Diploma, College Prep & Business
United States Postal Service February 2014 - Present
1113 Church Street, LLC February 2010 - Present
Workforce Development Board of Greensboro, High Point, Guilford County July 2013 - February 2014
Davenport Transportation Consulting February 2012 - September 2012
Triad Christian Center February 2010 - July 2012
Guilford County Home Ownership Center March 2006 - December 2011
Wells Fargo Advisors, LLC May 2007 - August 2009
United Way of Greater Greensboro September 2007 - January 2008
Merrill Lynch October 2005 - May 2007
North Carolina A&T State University Foundation May 2004 - June 2005
Skills
Training, Strategy, Marketing, Business Development, Strategic Planning, Coaching, Management, Public Relations, Program Management, Non-profits, Small Business, Nonprofits, Event Management, Negotiation, Project Planning, Relationship Management, Leadership Development, Time Management, Leadership, Recruiting, Banking, Project Management, Workshop Facilitation, Insurance, Analysis, Sales, Proposal Writing, Branding & Identity, Publications, Customer Satisfaction, Project Coordination, Financial Services, Organizational..., Investments, Management Consulting, Budgets, Human Resources, Talent Acquisition, Public Speaking, Consulting, Newsletters, Research, Staff Development, Entrepreneurship
Education
Laurel University 2011 — 2014
Master of Business Administration (M.B.A.), Management
Guilford Technical Community College
Certificate, Project Management
Guilford Technical Community College 2013 — 2013
Certification, Career Readiness, Silver Level
North Carolina A&T State University 2013 — 2013
Certification, QuickBooks for Small Businesses & Entreprenuers
Hampton University
B.A., Mass Media Arts
Hopewell High School
Diploma, College Prep & Business
Brandon Forney Brandon Forney's Wells Fargo Advisors, LLC Experience July 2010 - February 2012
Job Relationship Manager, AVP for The PNC Private Client Group
Industry Financial Services
Experience
PNC April 2015 - Present
Wells Fargo April 2013 - April 2015
Merrill Lynch February 2012 - April 2013
Wells Fargo Advisors, LLC July 2010 - February 2012
Skills
Finance, Portfolio Management, Wealth Management, Financial Planning, Retirement Planning
Education
Guilford College
Winston-Salem State University
Business Admin. w/ concentration in Banking/Finance
PNC April 2015 - Present
Wells Fargo April 2013 - April 2015
Merrill Lynch February 2012 - April 2013
Wells Fargo Advisors, LLC July 2010 - February 2012
Skills
Finance, Portfolio Management, Wealth Management, Financial Planning, Retirement Planning
Education
Guilford College
Winston-Salem State University
Business Admin. w/ concentration in Banking/Finance
Tony D. Allen, MBA's Wells Fargo Advisors, LLC Experience 2011 - March 2013
Job Financial Advisor
Industry Investment Management
Experience
PNC Investments August 2014 - Present
LPL Financial March 2013 - August 2014
Wells Fargo Advisors, LLC 2011 - March 2013
Genesee & Wyoming Inc. 2005 - 2010
United States Army 2001 - 2005
Education
University of Illinois Springfield 2009 — 2011
Master of Business Administration (MBA)
United States Army 2001 — 2005
Illinois State University 1998 — 1999
Bachelor's degree
Illinois Central College 1994 — 1997
Associate's degree
PNC Investments August 2014 - Present
LPL Financial March 2013 - August 2014
Wells Fargo Advisors, LLC 2011 - March 2013
Genesee & Wyoming Inc. 2005 - 2010
United States Army 2001 - 2005
Education
University of Illinois Springfield 2009 — 2011
Master of Business Administration (MBA)
United States Army 2001 — 2005
Illinois State University 1998 — 1999
Bachelor's degree
Illinois Central College 1994 — 1997
Associate's degree
Carter Wellford's Wells Fargo Advisors, LLC Experience June 2007 - Present
Job Business Development Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors LLC June 2007 - Present
Citi Smith Barney June 2004 - February 2007
Skills
Series 7, Series 66
Education
Gettysburg College 2000 — 2004
Bachelor of Arts, Business Management
Wells Fargo Advisors LLC June 2007 - Present
Citi Smith Barney June 2004 - February 2007
Skills
Series 7, Series 66
Education
Gettysburg College 2000 — 2004
Bachelor of Arts, Business Management
Kelly Huff Kelly Huff's Wells Fargo Advisors, LLC Experience October 1992 - Present
Job Sr. Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors LLC October 1992 - Present
Skills
Investments, Financial Planning, Insurance, Finance, Series 7, Asset Allocation, Portfolio Management, Wealth Management, Retirement Planning, Mutual Funds, Investment Advisory, Series 63, Investment Strategies, Retirement, Securities, Equities, CIMA
Education
Golden Gate University 1994 — 1998
Master of Science (MS), Finance, General
San Diego State University-California State University 1986 — 1991
Bachelor of Science (BS), Finance, General
Wells Fargo Advisors LLC October 1992 - Present
Skills
Investments, Financial Planning, Insurance, Finance, Series 7, Asset Allocation, Portfolio Management, Wealth Management, Retirement Planning, Mutual Funds, Investment Advisory, Series 63, Investment Strategies, Retirement, Securities, Equities, CIMA
Education
Golden Gate University 1994 — 1998
Master of Science (MS), Finance, General
San Diego State University-California State University 1986 — 1991
Bachelor of Science (BS), Finance, General
Kara Reel Kara Reel's Wells Fargo Advisors, LLC Experience July 2014 - Present
Job Practice Administration ManagerAssistant Vice President
Industry Financial Services
Experience
Wells Fargo Advisors, LLC July 2014 - Present
Wells Fargo Advisors, LLC October 2012 - July 2014
Wells Fargo Advisors, LLC June 2004 - October 2012
Skills
Securities, Fixed Annuities, Insurance, Investments, Financial Services, Asset Allocation, Retirement Planning, Life Insurance, Risk Management, Financial Analysis, IRAs, Financial Reporting, Asset Management, Mutual Funds, Financial Modeling, Customer Service, Variable Annuities, 401k Rollovers, Relationship Management, Concentrated Stock..., Deferred Compensation..., Estate Investment...
Education
Illinois State University
B.S., Finance, Insurance
Normal Community High School
Wells Fargo Advisors, LLC July 2014 - Present
Wells Fargo Advisors, LLC October 2012 - July 2014
Wells Fargo Advisors, LLC June 2004 - October 2012
Skills
Securities, Fixed Annuities, Insurance, Investments, Financial Services, Asset Allocation, Retirement Planning, Life Insurance, Risk Management, Financial Analysis, IRAs, Financial Reporting, Asset Management, Mutual Funds, Financial Modeling, Customer Service, Variable Annuities, 401k Rollovers, Relationship Management, Concentrated Stock..., Deferred Compensation..., Estate Investment...
Education
Illinois State University
B.S., Finance, Insurance
Normal Community High School
Lynne M. Celia's Wells Fargo Advisors, LLC Experience April 2007 - November 2012
Job Agency Executive Senior Partner, Asset Management Group, Inc.
Industry Financial Services
Experience
MassMutual Financial Group November 2014 - Present
New York Life Insurance Company November 2012 - October 2014
Wells Fargo Advisors, LLC April 2007 - November 2012
STR, LLC 2006 - 2012
VTEC Systems January 1991 - March 2008
Department of Technology and Information 2005 - 2006
American Red Cross 1997 - 2003
BDM International, Inc. 1995 - 1997
Mainstay Software Corporation 1994 - 1995
BDM Federal, Inc. 1990 - 1994
Skills
Retirement Planning, Wealth Management, Investments, Series 7, Strategic Financial..., Mutual Funds, Retirement, Estate Planning, Investment Advisory, Asset Allocation, Fixed Annuities, Portfolio Management, Financial Advisory, Series 63, Investment Strategies, Integration, Software Development, Leadership, ERP, ERP Implementations, ERP Oracle, SAP ERP, Project Management, Project Planning, Technical Recruiting, Technical Leadership, Technical Writing, Business Process..., Organizational Behavior, Change Management, Disaster Recovery, Risk Management, Financial Reporting, Financial Analysis, Financial Modeling, Financial Accounting, Strategic Planning, IT Strategy, Strategic Partnerships, Program Management, Finance, Financial Services, Strategy, SDLC, Process Improvement, Management, Insurance, Analysis, Business Development, Executive Management
Education
The George Washington University 1988 — 1991
Master of Business Administration (M.B.A.), Finance and Investing, 3.9
The University of Charleston 1980 — 1984
Bachelor of Science (B.S.), Business Administration, Majored in Computer Science, 4.0
Georgetown University 2010 — 2011
CFP(TM), Certified Financial Planning Program, Passed Test in March 2011
MassMutual Financial Group November 2014 - Present
New York Life Insurance Company November 2012 - October 2014
Wells Fargo Advisors, LLC April 2007 - November 2012
STR, LLC 2006 - 2012
VTEC Systems January 1991 - March 2008
Department of Technology and Information 2005 - 2006
American Red Cross 1997 - 2003
BDM International, Inc. 1995 - 1997
Mainstay Software Corporation 1994 - 1995
BDM Federal, Inc. 1990 - 1994
Skills
Retirement Planning, Wealth Management, Investments, Series 7, Strategic Financial..., Mutual Funds, Retirement, Estate Planning, Investment Advisory, Asset Allocation, Fixed Annuities, Portfolio Management, Financial Advisory, Series 63, Investment Strategies, Integration, Software Development, Leadership, ERP, ERP Implementations, ERP Oracle, SAP ERP, Project Management, Project Planning, Technical Recruiting, Technical Leadership, Technical Writing, Business Process..., Organizational Behavior, Change Management, Disaster Recovery, Risk Management, Financial Reporting, Financial Analysis, Financial Modeling, Financial Accounting, Strategic Planning, IT Strategy, Strategic Partnerships, Program Management, Finance, Financial Services, Strategy, SDLC, Process Improvement, Management, Insurance, Analysis, Business Development, Executive Management
Education
The George Washington University 1988 — 1991
Master of Business Administration (M.B.A.), Finance and Investing, 3.9
The University of Charleston 1980 — 1984
Bachelor of Science (B.S.), Business Administration, Majored in Computer Science, 4.0
Georgetown University 2010 — 2011
CFP(TM), Certified Financial Planning Program, Passed Test in March 2011
Joseph Mastroianni Joseph Mastroianni's Wells Fargo Advisors, LLC Experience October 2014 - Present
Job Financial Advisor, Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2014 - Present
Allstate Financial Services, LLC December 2012 - October 2014
Wells Fargo Advisors, LLC October 2011 - January 2013
Merrill Lynch September 2005 - October 2011
Bank of America March 2003 - August 2005
Skills
Retirement Income..., Financial Guidance, Asset Preservation, Special Needs Planning, Personal Pension Plans, Risk Management, Charitable Gift..., Private Foundations, Life & Health Insurance..., Long Term Care Insurance, Portfolio Management, Asset Allocation, Series 7, Retirement Planning, Financial Planning
Education
Hodges University
Bachelor's Degree, Finance and Financial Management Services
University of Central Florida
Associate's Degree, Business Administration and Management, General
Wells Fargo Advisors, LLC October 2014 - Present
Allstate Financial Services, LLC December 2012 - October 2014
Wells Fargo Advisors, LLC October 2011 - January 2013
Merrill Lynch September 2005 - October 2011
Bank of America March 2003 - August 2005
Skills
Retirement Income..., Financial Guidance, Asset Preservation, Special Needs Planning, Personal Pension Plans, Risk Management, Charitable Gift..., Private Foundations, Life & Health Insurance..., Long Term Care Insurance, Portfolio Management, Asset Allocation, Series 7, Retirement Planning, Financial Planning
Education
Hodges University
Bachelor's Degree, Finance and Financial Management Services
University of Central Florida
Associate's Degree, Business Administration and Management, General
Tara Handy Tara Handy's Wells Fargo Advisors, LLC Experience October 2011 - Present
Job Client Associate at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC October 2011 - Present
Education
Gardner-Webb University
Bachelor of Science (B.Sc.), Business Administration, Management and Operations
Wells Fargo Advisors LLC October 2011 - Present
Education
Gardner-Webb University
Bachelor of Science (B.Sc.), Business Administration, Management and Operations
Andrew Stash's Wells Fargo Advisors, LLC Experience August 2015 - Present
Job WBS Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2015 - Present
Georgia Southern University August 2011 - July 2015
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Research, Microsoft Word, Customer Service, Public Speaking, Social Media, Teamwork
Education
Georgia Southern University 2011 — 2015
Bachelor of Business Administration (BBA), Marketing, Economics Minor
Gainesville State College 2009 — 2010
Pre-business
Camden County High School 2004 — 2008
Wells Fargo Advisors, LLC August 2015 - Present
Georgia Southern University August 2011 - July 2015
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Research, Microsoft Word, Customer Service, Public Speaking, Social Media, Teamwork
Education
Georgia Southern University 2011 — 2015
Bachelor of Business Administration (BBA), Marketing, Economics Minor
Gainesville State College 2009 — 2010
Pre-business
Camden County High School 2004 — 2008
SHELLI RAE's Wells Fargo Advisors, LLC Experience August 2015 - Present
Job Administrative Assistant at Wells Fargo Advisors, LLC
Industry Executive Office
Experience
Wells Fargo Advisors, LLC August 2015 - Present
ADT October 2013 - Present
Wells Fargo (American E&S) June 2004 - January 2010
Unum October 2001 - January 2004
Boston Consulting Group February 2000 - May 2001
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Microsoft Access, Microsoft Visio, Microsoft Publisher, Sage ACT!, Data Entry, PowerPoint, Outlook
Education
Golden Gate University 1998 — 2001
Master of Science (MS), Human Resources Management
Golden Gate University 1996 — 1998
Bachelor of Arts (B.A.), Psychology
Wells Fargo Advisors, LLC August 2015 - Present
ADT October 2013 - Present
Wells Fargo (American E&S) June 2004 - January 2010
Unum October 2001 - January 2004
Boston Consulting Group February 2000 - May 2001
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Microsoft Access, Microsoft Visio, Microsoft Publisher, Sage ACT!, Data Entry, PowerPoint, Outlook
Education
Golden Gate University 1998 — 2001
Master of Science (MS), Human Resources Management
Golden Gate University 1996 — 1998
Bachelor of Arts (B.A.), Psychology
Barnabas Mbigha, MBA's Wells Fargo Advisors, LLC Experience October 2013 - Present
Job Regional Private Banker at Wells Fargo/Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo January 2015 - Present
Wells Fargo Advisors, LLC October 2013 - Present
Wells Fargo Bank N.A June 2012 - October 2013
U.S. Bank August 2011 - April 2012
Skills
Small Business Lending, Loans, Financial Analysis, Commercial Lending, Commercial Banking, Consumer Lending, Banking, Credit, Mutual Funds, Finance, Investments, Retirement Planning, Credit Analysis, Term Life Insurance, Whole Life Insurance, Variable Annuities, Variable Life Insurance, Unit Investment Trusts, Mortgage Lending, Leadership, Public Speaking, IPO, Retail Banking, Portfolio Management, Loan Origination, Relationship Management, Lines Of Credit
Education
Grand Canyon University 2013 — 2014
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of Buea - Cameroon 2007 — 2010
Bachelor of Science (B.Sc.), Banking and Finance
Wells Fargo January 2015 - Present
Wells Fargo Advisors, LLC October 2013 - Present
Wells Fargo Bank N.A June 2012 - October 2013
U.S. Bank August 2011 - April 2012
Skills
Small Business Lending, Loans, Financial Analysis, Commercial Lending, Commercial Banking, Consumer Lending, Banking, Credit, Mutual Funds, Finance, Investments, Retirement Planning, Credit Analysis, Term Life Insurance, Whole Life Insurance, Variable Annuities, Variable Life Insurance, Unit Investment Trusts, Mortgage Lending, Leadership, Public Speaking, IPO, Retail Banking, Portfolio Management, Loan Origination, Relationship Management, Lines Of Credit
Education
Grand Canyon University 2013 — 2014
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of Buea - Cameroon 2007 — 2010
Bachelor of Science (B.Sc.), Banking and Finance
John Ohnemus's Wells Fargo Advisors, LLC Experience December 1993 - Present
Job Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC December 1993 - Present
Shearson Lehman Hutton Inc April 1986 - December 1993
Thompson McKinnon Securities, Inc. November 1979 - June 1985
Skills
Investments, Insurance, Retirement Planning, Asset Allocation, Financial Services, Fixed Income Strategies, Relationship Management, Portfolio Management, Wealth Management, Investment Planning
Education
Indiana University - Kelley School of Business 1975 — 1979
Bachelor of Science (B.S.), Business
Wells Fargo Advisors, LLC December 1993 - Present
Shearson Lehman Hutton Inc April 1986 - December 1993
Thompson McKinnon Securities, Inc. November 1979 - June 1985
Skills
Investments, Insurance, Retirement Planning, Asset Allocation, Financial Services, Fixed Income Strategies, Relationship Management, Portfolio Management, Wealth Management, Investment Planning
Education
Indiana University - Kelley School of Business 1975 — 1979
Bachelor of Science (B.S.), Business
Gabriel Gallante Gabriel Gallante's Wells Fargo Advisors, LLC Experience May 2013 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Investment Management
Experience
Wells Fargo Advisors, LLC May 2013 - Present
Olympia Capital Markets Group June 2012 - February 2013
P. Schoenfeld Asset Management (PSAM) June 2011 - August 2011
Skills
Mutual Funds, Securities, Equities, 401k Rollovers, IRAs, 401k, Fixed Income
Education
Gettysburg College
Bachelor of Arts (B.A.), Finance, Organizational Management
West Islip High School
Wells Fargo Advisors, LLC May 2013 - Present
Olympia Capital Markets Group June 2012 - February 2013
P. Schoenfeld Asset Management (PSAM) June 2011 - August 2011
Skills
Mutual Funds, Securities, Equities, 401k Rollovers, IRAs, 401k, Fixed Income
Education
Gettysburg College
Bachelor of Arts (B.A.), Finance, Organizational Management
West Islip High School
Buff Dormeier, CMT's Wells Fargo Advisors, LLC Experience June 2006 - Present
Job Senior Vice President Investment Officer, PIM Portfolio Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC June 2006 - Present
Education
Indiana State University 1988 — 1992
Bachelor of Science (B.S.), Business
Indiana State University 1988 — 1992
Bachelor of Applied Science (B.A.Sc.), Urban and Regional Planning
Wells Fargo Advisors, LLC June 2006 - Present
Education
Indiana State University 1988 — 1992
Bachelor of Science (B.S.), Business
Indiana State University 1988 — 1992
Bachelor of Applied Science (B.A.Sc.), Urban and Regional Planning
Bill Buchta Bill Buchta's Wells Fargo Advisors, LLC Experience September 1989 - Present
Job Financial Consultant, PIM Portfolio Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 1989 - Present
Cronin & Co., Inc.- Fixed Income Securities January 1980 - August 1989
Channer Newman Securities December 1976 - January 1980
Suburban Bancorp April 1974 - December 1976
Kidder Peabody June 1969 - March 1974
First National Bank of Chicago March 1964 - June 1969
US Army February 1962 - May 1964
Education
Golden Gate University 1962 — 1964
Master of Business Administration (M.B.A.)
University of Wisconsin-Madison 1957 — 1962
Bachelor of Business Administration (B.B.A.), Finance, General
Wells Fargo Advisors, LLC September 1989 - Present
Cronin & Co., Inc.- Fixed Income Securities January 1980 - August 1989
Channer Newman Securities December 1976 - January 1980
Suburban Bancorp April 1974 - December 1976
Kidder Peabody June 1969 - March 1974
First National Bank of Chicago March 1964 - June 1969
US Army February 1962 - May 1964
Education
Golden Gate University 1962 — 1964
Master of Business Administration (M.B.A.)
University of Wisconsin-Madison 1957 — 1962
Bachelor of Business Administration (B.B.A.), Finance, General
Tony Carney's Wells Fargo Advisors, LLC Experience 2012 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2012 - Present
Skills
Investments, IRAs, Finance, Alternative Investments, Retirement Planning, Insurance, Asset Allocation, Mutual Funds, 401k Rollovers, Financial Advisory, Securities, Financial Services, Fixed Annuities, Investment Strategies, Bonds, Fixed Income Strategies, Risk Management, Variable Annuities, Financial Planning, Leadership
Education
Georgetown College 1988 — 1992
Bachelor's degree
Wells Fargo Advisors, LLC 2012 - Present
Skills
Investments, IRAs, Finance, Alternative Investments, Retirement Planning, Insurance, Asset Allocation, Mutual Funds, 401k Rollovers, Financial Advisory, Securities, Financial Services, Fixed Annuities, Investment Strategies, Bonds, Fixed Income Strategies, Risk Management, Variable Annuities, Financial Planning, Leadership
Education
Georgetown College 1988 — 1992
Bachelor's degree
Edward Krieger Edward Krieger's Wells Fargo Advisors, LLC Experience October 2010 - December 2012
Job Insurance Consultant at Natiowide Insurance
Industry Insurance
Experience
Professional Salon Concepts July 2015 - Present
Nationwide Insurance 2013 - June 2015
Associate Journeyman Carpenter November 2012 - April 2013
Wells Fargo Advisors, LLC October 2010 - December 2012
Education
Illinois State University 1999 — 2003
Bachelor of Science, Business Administration - Marketing
Carl Sandburg High School 1995 — 1999
Professional Salon Concepts July 2015 - Present
Nationwide Insurance 2013 - June 2015
Associate Journeyman Carpenter November 2012 - April 2013
Wells Fargo Advisors, LLC October 2010 - December 2012
Education
Illinois State University 1999 — 2003
Bachelor of Science, Business Administration - Marketing
Carl Sandburg High School 1995 — 1999
Phil Duritza Phil Duritza's Wells Fargo Advisors, LLC Experience July 2000 - July 2005
Job CPA & Financial Conultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors August 2011 - Present
TIAA-CREF September 2010 - August 2011
Wells Fargo Advisors July 2005 - September 2010
Wells Fargo Advisors, LLC July 2000 - July 2005
Wells Fargo Advisors LLC July 1998 - June 2000
Skills
Excel, Word, Essbase, PowerPoint, Access, Finance, Analysis, Accounting, Microsoft Excel
Education
Georgetown University - The McDonough School of Business 1994 — 1998
Bachelor of Business Administration, Double Majors: Finance & Accounting
Wells Fargo Advisors August 2011 - Present
TIAA-CREF September 2010 - August 2011
Wells Fargo Advisors July 2005 - September 2010
Wells Fargo Advisors, LLC July 2000 - July 2005
Wells Fargo Advisors LLC July 1998 - June 2000
Skills
Excel, Word, Essbase, PowerPoint, Access, Finance, Analysis, Accounting, Microsoft Excel
Education
Georgetown University - The McDonough School of Business 1994 — 1998
Bachelor of Business Administration, Double Majors: Finance & Accounting
Max Allison Max Allison's Wells Fargo Advisors, LLC Experience February 2012 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2012 - Present
Morgan Stanley February 1993 - February 2012
USAF October 1978 - December 1992
Education
Webster University 1985 — 1986
Masters, Finance
Harding University 1971 — 1975
Bachelor of Arts (B.A.), Biology, General
Wells Fargo Advisors, LLC February 2012 - Present
Morgan Stanley February 1993 - February 2012
USAF October 1978 - December 1992
Education
Webster University 1985 — 1986
Masters, Finance
Harding University 1971 — 1975
Bachelor of Arts (B.A.), Biology, General
William Hawker William Hawker's Wells Fargo Advisors, LLC Experience December 2008 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC December 2008 - Present
Merrill Lynch April 1998 - December 2008
Skills
Retirement Planning, Asset Allocation, Variable Annuities, Retirement Savings, Fixed Income Strategies, Wealth Transfer..., Risk Reduction...
Education
Houston Baptist University 1985 — 1991
Bachelor of Business Administration (BBA), Finance & Economics
Wells Fargo Advisors, LLC December 2008 - Present
Merrill Lynch April 1998 - December 2008
Skills
Retirement Planning, Asset Allocation, Variable Annuities, Retirement Savings, Fixed Income Strategies, Wealth Transfer..., Risk Reduction...
Education
Houston Baptist University 1985 — 1991
Bachelor of Business Administration (BBA), Finance & Economics
Jackson Dille Jackson Dille's Wells Fargo Advisors, LLC Experience October 2009 - Present
Job Vice President – Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2009 - Present
Skills
Retirement Planning, Finance, Investments, Saving for Education, Asset Allocation
Education
Idaho State University 2001 — 2004
Bachelors, Zoology
Kimberly High School 1993 — 1997
Wells Fargo Advisors, LLC October 2009 - Present
Skills
Retirement Planning, Finance, Investments, Saving for Education, Asset Allocation
Education
Idaho State University 2001 — 2004
Bachelors, Zoology
Kimberly High School 1993 — 1997
Rich Linden's Wells Fargo Advisors, LLC Experience June 2009 - January 2014
Job Senior Portfolio Manager at Synovus Trust Company
Industry Financial Services
Experience
Synovus Trust Company January 2014 - Present
Wells Fargo Advisors LLC June 2009 - January 2014
Highland Capital Management May 2007 - May 2009
Brookwood Associates (2/2002-10/2006) and Banc of America Securities (6/2000-2/2002) June 2000 - October 2006
Skills
Portfolio Management, Investments, Alternative Investments, Equities, Fixed Income, Financial Modeling, Asset Management, Hedge Funds, Valuation, Series 63, Bloomberg, Asset Allocation, Private Equity, Financial Analysis, Capital Markets, Securities, Bonds, Investment Banking, Corporate Finance, Strategic Financial...
Education
Harvard University 1996 — 2000
Synovus Trust Company January 2014 - Present
Wells Fargo Advisors LLC June 2009 - January 2014
Highland Capital Management May 2007 - May 2009
Brookwood Associates (2/2002-10/2006) and Banc of America Securities (6/2000-2/2002) June 2000 - October 2006
Skills
Portfolio Management, Investments, Alternative Investments, Equities, Fixed Income, Financial Modeling, Asset Management, Hedge Funds, Valuation, Series 63, Bloomberg, Asset Allocation, Private Equity, Financial Analysis, Capital Markets, Securities, Bonds, Investment Banking, Corporate Finance, Strategic Financial...
Education
Harvard University 1996 — 2000
Ravi R. Kumar Ravi R. Kumar's Wells Fargo Advisors, LLC Experience October 2009 - June 2010
Job Staff Software Engineer at CSR
Industry Information Technology and Services
Experience
CSR April 2014 - Present
CSR June 2011 - Present
PayPal, an eBay company July 2010 - June 2011
Wells Fargo Advisors, LLC October 2009 - June 2010
MasterCard October 2005 - October 2009
Visumatic Inc October 2007 - November 2008
University of Kentucky August 2003 - September 2005
Indian Institute of Technology, Guwahati August 2002 - August 2003
Indian Oil Corporation Limited August 2000 - August 2003
Skills
Agile Methodologies, Shell Scripting, Python, Perl, Unix Shell Scripting, Unix, XML, Linux, C, Oracle, Scrum, Web Services, Java, Apache, SQL, C++
Education
University of Kentucky 2003 — 2005
MS, Engineering
Indian Institute of Technology, Guwahati 1996 — 2000
B-Tech, Engineering
CSR April 2014 - Present
CSR June 2011 - Present
PayPal, an eBay company July 2010 - June 2011
Wells Fargo Advisors, LLC October 2009 - June 2010
MasterCard October 2005 - October 2009
Visumatic Inc October 2007 - November 2008
University of Kentucky August 2003 - September 2005
Indian Institute of Technology, Guwahati August 2002 - August 2003
Indian Oil Corporation Limited August 2000 - August 2003
Skills
Agile Methodologies, Shell Scripting, Python, Perl, Unix Shell Scripting, Unix, XML, Linux, C, Oracle, Scrum, Web Services, Java, Apache, SQL, C++
Education
University of Kentucky 2003 — 2005
MS, Engineering
Indian Institute of Technology, Guwahati 1996 — 2000
B-Tech, Engineering
Mark Podber Mark Podber's Wells Fargo Advisors, LLC Experience December 2001 - Present
Job First Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC December 2001 - Present
Education
Georgia State University 1978 — 1981
BBA, Management
The University of Georgia 1976 — 1978
BBA, Management
Briarcliff High School 1971 — 1976
Wells Fargo Advisors, LLC December 2001 - Present
Education
Georgia State University 1978 — 1981
BBA, Management
The University of Georgia 1976 — 1978
BBA, Management
Briarcliff High School 1971 — 1976
Brian McElfresh Brian McElfresh's Wells Fargo Advisors, LLC Experience August 2010 - October 2011
Job Senior Manager First Vice President in Project Management Department @ Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors October 2011 - Present
Wells Fargo Advisors, LLC August 2010 - October 2011
Solution Consultants March 2010 - August 2010
Edward Jones May 1996 - March 2010
Skills
Program Management, Business Strategy, Business Planning, Leadership, Project Management, Strategic Planning, Management, Management Consulting, Analysis, Recruiting, Training, Organizational..., Investments, Consulting, Business Analysis, Process Improvement, Strategy, SDLC, Financial Services, Business Development, Series 7, Series 63, PMO, Business Process..., Risk Management, Vendor Management, Finance, Team Leadership, Relationship Management
Education
Lindenwood University 1998 — 2000
MBA, Finance, General
Illinois State University 1992 — 1996
Finance and Computer Science, Finance, General
Wells Fargo Advisors October 2011 - Present
Wells Fargo Advisors, LLC August 2010 - October 2011
Solution Consultants March 2010 - August 2010
Edward Jones May 1996 - March 2010
Skills
Program Management, Business Strategy, Business Planning, Leadership, Project Management, Strategic Planning, Management, Management Consulting, Analysis, Recruiting, Training, Organizational..., Investments, Consulting, Business Analysis, Process Improvement, Strategy, SDLC, Financial Services, Business Development, Series 7, Series 63, PMO, Business Process..., Risk Management, Vendor Management, Finance, Team Leadership, Relationship Management
Education
Lindenwood University 1998 — 2000
MBA, Finance, General
Illinois State University 1992 — 1996
Finance and Computer Science, Finance, General
Kelly Lee, CFP®'s Wells Fargo Advisors, LLC Experience July 2004 - Present
Job Financial Consultant with the Strong Gaddy Lee Wealth Management Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC July 2004 - Present
SunTrust Bank August 1999 - May 2004
Education
Georgia State University - J. Mack Robinson College of Business 2000 — 2002
Masters of Business Administration, Finance
University of Georgia - Terry College of Business 1996 — 1999
Bachelor of Business Administration, Finance
Wells Fargo Advisors, LLC July 2004 - Present
SunTrust Bank August 1999 - May 2004
Education
Georgia State University - J. Mack Robinson College of Business 2000 — 2002
Masters of Business Administration, Finance
University of Georgia - Terry College of Business 1996 — 1999
Bachelor of Business Administration, Finance
Eric Ballenger Eric Ballenger's Wells Fargo Advisors, LLC Experience March 2009 - Present
Job Senior Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC March 2009 - Present
Education
Hanover College 1978 — 1981
Bachelor of Arts (BA), Economics
Wells Fargo Advisors, LLC March 2009 - Present
Education
Hanover College 1978 — 1981
Bachelor of Arts (BA), Economics
Doug Kellogg CRPC Doug Kellogg CRPC's Wells Fargo Advisors, LLC Experience September 2008 - July 2012
Job Vice President, Kellogg Investment Group
Industry Financial Services
Experience
Kellogg Investment Group An independent firm July 2012 - Present
Wells Fargo Advisors, LLC September 2008 - July 2012
Cuscowilla 2005 - 2008
Education
Georgia College and State University 2003 — 2007
BBA, Business, Marketing
etowah
Kellogg Investment Group An independent firm July 2012 - Present
Wells Fargo Advisors, LLC September 2008 - July 2012
Cuscowilla 2005 - 2008
Education
Georgia College and State University 2003 — 2007
BBA, Business, Marketing
etowah
Tripp Chapman's Wells Fargo Advisors, LLC Experience March 2005 — Present
Job PCG Branch Supervisor and Financial Advisor at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC March 2005 — Present
Credit Suisse First Boston January 2000 — February 2002
DWS Investments July 1996 — October 1999
Skills
Retirement Planning, Financial Analysis, Investments, Asset Allocation, IRAs
Education
Vanderbilt University - Owen Graduate School of Management 2002 — 2004
MBA, Finance
Indiana University Bloomington 1992 — 1996
BA, Finance
Dunlap High School 1988 — 1992
General education
Wells Fargo Advisors, LLC March 2005 — Present
Credit Suisse First Boston January 2000 — February 2002
DWS Investments July 1996 — October 1999
Skills
Retirement Planning, Financial Analysis, Investments, Asset Allocation, IRAs
Education
Vanderbilt University - Owen Graduate School of Management 2002 — 2004
MBA, Finance
Indiana University Bloomington 1992 — 1996
BA, Finance
Dunlap High School 1988 — 1992
General education
David Arden's Wells Fargo Advisors, LLC Experience March 1981 - Present
Job Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC March 1981 - Present
Education
Hofstra University 1971 — 1974
Wells Fargo Advisors, LLC March 1981 - Present
Education
Hofstra University 1971 — 1974
Benjamin Bayly's Wells Fargo Advisors, LLC Experience January 2009 - Present
Job Paton Bayly Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2009 - Present
Smith Barney January 2000 - January 2009
Skills
Relationship Management, Retirement, Estate Investment..., Asset Allocation, Investment Advisory..., Financial Services, Fixed Income Strategies, Stock Anaylsis, Tax-Effcient Strategies
Education
Siena College 1999 — 2001
B.S., Finance
Hudson Valley Community College 1997 — 1999
AS, Business
Troy High 1994 — 1997
Wells Fargo Advisors, LLC January 2009 - Present
Smith Barney January 2000 - January 2009
Skills
Relationship Management, Retirement, Estate Investment..., Asset Allocation, Investment Advisory..., Financial Services, Fixed Income Strategies, Stock Anaylsis, Tax-Effcient Strategies
Education
Siena College 1999 — 2001
B.S., Finance
Hudson Valley Community College 1997 — 1999
AS, Business
Troy High 1994 — 1997
Anuj Grover's Wells Fargo Advisors, LLC Experience 2013 - Present
Job Financial Advisor, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2013 - Present
Incapital 2010 - 2013
Thompson National Properties, LLC 2009 - 2010
Cohen & Steers Capital Management 2006 - 2009
Morgan Stanley Investment Management - Van Kampen Investments 2000 - 2006
Skills
Alternative Investments, Mutual Funds, Fixed Income, ETFs, Asset Allocation, Investments, Bonds, Securities, Capital Markets, Equities, Financial Advisory, Structured Products, Investment Strategies, Hedge Funds
Education
Indiana University - Kelley School of Business 1997 — 2000
Bachelor of Science (BS), Finance, General
Indiana University Bloomington 1997 — 2000
Bachelor of Science, Finance
Frank H. Hammond
Wells Fargo Advisors, LLC 2013 - Present
Incapital 2010 - 2013
Thompson National Properties, LLC 2009 - 2010
Cohen & Steers Capital Management 2006 - 2009
Morgan Stanley Investment Management - Van Kampen Investments 2000 - 2006
Skills
Alternative Investments, Mutual Funds, Fixed Income, ETFs, Asset Allocation, Investments, Bonds, Securities, Capital Markets, Equities, Financial Advisory, Structured Products, Investment Strategies, Hedge Funds
Education
Indiana University - Kelley School of Business 1997 — 2000
Bachelor of Science (BS), Finance, General
Indiana University Bloomington 1997 — 2000
Bachelor of Science, Finance
Frank H. Hammond
Clay Lanctot, CTP's Wells Fargo Advisors, LLC Experience February 2009 - March 2010
Job Vice President, Treasury Sales Officer at Bank of America
Industry Financial Services
Experience
Bank of America June 2014 - Present
KeyBank September 2013 - June 2014
Fifth Third Bank January 2011 - September 2013
Fifth Third Securities March 2010 - January 2011
Wells Fargo Advisors, LLC February 2009 - March 2010
Capitol Bank of Columbus March 2008 - October 2008
Fifth Third Bank March 2001 - March 2008
Skills
Banking, Treasury Management, Commercial Banking, Retirement Planning, Investments, automotive repair, Business Relationship..., Marketing, Global Business..., Working Capital..., FINRA, CRPC, CRM, Loans, Business Development, Commercial Lending, Sales, Relationship Management, Portfolio Management, Management, Credit
Education
Grove City College 1996 — 2000
B.S, Marketing Management
Niskayuna High School 1993 — 1996
Bank of America June 2014 - Present
KeyBank September 2013 - June 2014
Fifth Third Bank January 2011 - September 2013
Fifth Third Securities March 2010 - January 2011
Wells Fargo Advisors, LLC February 2009 - March 2010
Capitol Bank of Columbus March 2008 - October 2008
Fifth Third Bank March 2001 - March 2008
Skills
Banking, Treasury Management, Commercial Banking, Retirement Planning, Investments, automotive repair, Business Relationship..., Marketing, Global Business..., Working Capital..., FINRA, CRPC, CRM, Loans, Business Development, Commercial Lending, Sales, Relationship Management, Portfolio Management, Management, Credit
Education
Grove City College 1996 — 2000
B.S, Marketing Management
Niskayuna High School 1993 — 1996
Craig Diehl's Wells Fargo Advisors, LLC Experience 2008 - 2010
Job Vanguard
Industry Financial Services
Karen Wolffis's Wells Fargo Advisors, LLC Experience July 2014 - Present
Job Senior Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC July 2014 - Present
PNC October 2013 - June 2014
Thrivent Financial February 2009 - May 2013
Merrill Lynch June 1996 - July 2008
Skills
Finance, Financial Services, Small Business, Retirement Planning, Series 7, Wealth Management, Mutual Funds, Retirement, Investments, Strategic Financial..., Asset Allocation, Series 63, Investment Advisory, Fixed Annuities
Education
Hope College 1987 — 1991
Bachelor of Arts (B.A.), French Language and Literature
Hope College
Wells Fargo Advisors, LLC July 2014 - Present
PNC October 2013 - June 2014
Thrivent Financial February 2009 - May 2013
Merrill Lynch June 1996 - July 2008
Skills
Finance, Financial Services, Small Business, Retirement Planning, Series 7, Wealth Management, Mutual Funds, Retirement, Investments, Strategic Financial..., Asset Allocation, Series 63, Investment Advisory, Fixed Annuities
Education
Hope College 1987 — 1991
Bachelor of Arts (B.A.), French Language and Literature
Hope College
Christopher Kip Zebroski's Wells Fargo Advisors, LLC Experience January 2013 - Present
Job Managing Director Investment Office at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2013 - Present
Legacy Trust Family Wealth Offices June 2003 - December 2012
Manulife Wood Logan February 2000 - May 2003
North American Mutual Funds 1998 - 1999
Skills
Investments, Alternative Investments, Investment Strategies, Hedge Funds, Financial Services, Start-ups, Executive Management, Business Strategy, Risk Management, Financial Analysis, Financial Advisory, Asset Allocation, Analysis, Sales Management, Marketing Communications, Business Planning, Public Speaking, Budget Development, Corporate Finance, Private Equity, Corporate Development, International Business, Financial Management, Staff Management, Operations Management, Sales & Marketing..., Client Relationship..., Investment Portfolio, Financial Modeling, Equity Valuation, Strategic Consulting, Strategic Analysis, Financial Reporting, Budget Management, Intergenerational..., Wealth Accumulation..., Wealth Preservation...
Education
Hartwick College 1993 — 1997
BA, Political Science
Bridgton Academy 1992 — 1993
Wells Fargo Advisors, LLC January 2013 - Present
Legacy Trust Family Wealth Offices June 2003 - December 2012
Manulife Wood Logan February 2000 - May 2003
North American Mutual Funds 1998 - 1999
Skills
Investments, Alternative Investments, Investment Strategies, Hedge Funds, Financial Services, Start-ups, Executive Management, Business Strategy, Risk Management, Financial Analysis, Financial Advisory, Asset Allocation, Analysis, Sales Management, Marketing Communications, Business Planning, Public Speaking, Budget Development, Corporate Finance, Private Equity, Corporate Development, International Business, Financial Management, Staff Management, Operations Management, Sales & Marketing..., Client Relationship..., Investment Portfolio, Financial Modeling, Equity Valuation, Strategic Consulting, Strategic Analysis, Financial Reporting, Budget Management, Intergenerational..., Wealth Accumulation..., Wealth Preservation...
Education
Hartwick College 1993 — 1997
BA, Political Science
Bridgton Academy 1992 — 1993
Dennis Peacock's Wells Fargo Advisors, LLC Experience November 2012 - Present
Job First Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 2012 - Present
UBS Financial March 2000 - November 2012
UBS March 2000 - November 2012
Skills
Investments, Retirement Planning, Mutual Funds, Equities, Financial Services, Securities, Risk Management, Financial Analysis, Investment Strategies, Fixed Income Strategies, Asset Allocation, Strategic Planning, Endowments
Education
Georgetown University 2007 — 2008
Certificate of Financial Planning, Financial Planning and Services
Ohio Wesleyan University 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government
Wells Fargo Advisors, LLC November 2012 - Present
UBS Financial March 2000 - November 2012
UBS March 2000 - November 2012
Skills
Investments, Retirement Planning, Mutual Funds, Equities, Financial Services, Securities, Risk Management, Financial Analysis, Investment Strategies, Fixed Income Strategies, Asset Allocation, Strategic Planning, Endowments
Education
Georgetown University 2007 — 2008
Certificate of Financial Planning, Financial Planning and Services
Ohio Wesleyan University 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government
Marianna Beddard's Wells Fargo Advisors, LLC Experience April 2014 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2014 - Present
Giovanniello & Michels LLP August 2013 - February 2014
Westinghouse Digital 2012 - 2013
Skills
Customer Service, Research, Financial Advisory, Social Media, Retirement Planning, Insurance, Risk Management, Investments, Alternative Investments, 401k Rollovers, Asset Allocation, Wealth Preservation..., Finance, Mutual Funds, Strategic Planning, Estate Investment..., Estate Planning..., Estate Planning, Series 7, Wealth Management
Education
The Catholic University of America, Columbus School of Law 2008 — 2011
Doctor of Law (J.D.), Law
George Mason University 2006 — 2008
Bachelor of Applied Science (B.A.Sc.), Administration of justice
Wells Fargo Advisors, LLC April 2014 - Present
Giovanniello & Michels LLP August 2013 - February 2014
Westinghouse Digital 2012 - 2013
Skills
Customer Service, Research, Financial Advisory, Social Media, Retirement Planning, Insurance, Risk Management, Investments, Alternative Investments, 401k Rollovers, Asset Allocation, Wealth Preservation..., Finance, Mutual Funds, Strategic Planning, Estate Investment..., Estate Planning..., Estate Planning, Series 7, Wealth Management
Education
The Catholic University of America, Columbus School of Law 2008 — 2011
Doctor of Law (J.D.), Law
George Mason University 2006 — 2008
Bachelor of Applied Science (B.A.Sc.), Administration of justice
Arthur Sinkler's Wells Fargo Advisors, LLC Experience September 2012 - Present
Job Vice President at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2012 - Present
RBC Wealth Management May 2007 - September 2012
Citigroup Global Markets November 2002 - May 2007
MuniDirect.com 1999 - 2002
Merrill Lynch 1990 - 1997
Skills
Bonds, Securities, Investments, Fixed Income, Capital Markets, Equities, Investment Banking, Municipal Bonds
Education
Georgia State University 1984 — 1986
Bachelor of Business Administration (BBA), Business Administration and Management, General
Lovett 1974 — 1981
Wells Fargo Advisors, LLC September 2012 - Present
RBC Wealth Management May 2007 - September 2012
Citigroup Global Markets November 2002 - May 2007
MuniDirect.com 1999 - 2002
Merrill Lynch 1990 - 1997
Skills
Bonds, Securities, Investments, Fixed Income, Capital Markets, Equities, Investment Banking, Municipal Bonds
Education
Georgia State University 1984 — 1986
Bachelor of Business Administration (BBA), Business Administration and Management, General
Lovett 1974 — 1981
John Shelton's Wells Fargo Advisors, LLC Experience April 2008 - June 2014
Job Vice President, HR Business Initiatives Manager of Engagement & Recognition at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors July 2014 - Present
Wells Fargo Advisors, LLC April 2008 - June 2014
A.G. Edwards & Sons, Inc. January 2007 - March 2008
Missouri Department of Labor 1993 - 2007
Crowder and Scoggins, Ltd. 1992 - 1993
Legal Services of Eastern Missouri May 1991 - May 1992
Skills
Human Resources, Performance Management, Employee Relations, Talent Management, Employment Law, Deferred Compensation, Succession Planning, Employee Engagement, Employee Benefits, Organizational..., Leadership Development, HR Policies
Education
St. Louis University Schools of Law and Business 1990 — 1993
JD/MBA, Law and Business
Illinois State University 1988 — 1990
B.S., Finance and Economics
Wells Fargo Advisors July 2014 - Present
Wells Fargo Advisors, LLC April 2008 - June 2014
A.G. Edwards & Sons, Inc. January 2007 - March 2008
Missouri Department of Labor 1993 - 2007
Crowder and Scoggins, Ltd. 1992 - 1993
Legal Services of Eastern Missouri May 1991 - May 1992
Skills
Human Resources, Performance Management, Employee Relations, Talent Management, Employment Law, Deferred Compensation, Succession Planning, Employee Engagement, Employee Benefits, Organizational..., Leadership Development, HR Policies
Education
St. Louis University Schools of Law and Business 1990 — 1993
JD/MBA, Law and Business
Illinois State University 1988 — 1990
B.S., Finance and Economics
Thomas Hulick's Wells Fargo Advisors, LLC Experience 2012 - Present
Job Financial Advisor at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC 2012 - Present
JP Morgan Private Bank, Investment Advisor 2004 - 2011
Banc of America Securities 1998 - 2003
Montgomery Securities 1991 - 1998
Education
Golden Gate University 1984 — 1985
MBA, Finance
University of Wisconsin-Madison 1974 — 1978
BBA, Marketing
Wells Fargo Advisors LLC 2012 - Present
JP Morgan Private Bank, Investment Advisor 2004 - 2011
Banc of America Securities 1998 - 2003
Montgomery Securities 1991 - 1998
Education
Golden Gate University 1984 — 1985
MBA, Finance
University of Wisconsin-Madison 1974 — 1978
BBA, Marketing
Nick Batyko's Wells Fargo Advisors, LLC Experience 2007 - July 2010
Job Manager at Accenture
Industry Management Consulting
Experience
Accenture August 2012 - Present
IBM Global Business Services July 2010 - August 2012
Wells Fargo Advisors, LLC 2007 - July 2010
Wells Fargo Advisors 2005 - 2007
Wells Fargo Advisors 2004 - 2005
Skills
CRM software, Salesforce.com, System Administration, Management Consulting, Strategic Planning, Business Strategy, Business Process, Requirements Analysis, Business Requirements, Wealth Management, Brokerage, Process Engineering, Requirements Gathering, Mergers, Workflow Analysis, Business Analysis, Business Process..., Business Process Design, Cloud Computing, Solution Design, Data Analysis, Process Improvement, SaaS, Analytics, Gap Analysis, MS Project, PMO, CRM, Consulting, Integration, Strategy, Project Management, Analysis, Management, Business Transformation, Sales Force Development, Solution Architecture
Education
Hobart and William Smith Colleges 2000 — 2004
Bachelor of Arts, Computer Science
Hobart and William Smith Colleges 2000 — 2004
Bachelor of Arts, Economics
Accenture August 2012 - Present
IBM Global Business Services July 2010 - August 2012
Wells Fargo Advisors, LLC 2007 - July 2010
Wells Fargo Advisors 2005 - 2007
Wells Fargo Advisors 2004 - 2005
Skills
CRM software, Salesforce.com, System Administration, Management Consulting, Strategic Planning, Business Strategy, Business Process, Requirements Analysis, Business Requirements, Wealth Management, Brokerage, Process Engineering, Requirements Gathering, Mergers, Workflow Analysis, Business Analysis, Business Process..., Business Process Design, Cloud Computing, Solution Design, Data Analysis, Process Improvement, SaaS, Analytics, Gap Analysis, MS Project, PMO, CRM, Consulting, Integration, Strategy, Project Management, Analysis, Management, Business Transformation, Sales Force Development, Solution Architecture
Education
Hobart and William Smith Colleges 2000 — 2004
Bachelor of Arts, Computer Science
Hobart and William Smith Colleges 2000 — 2004
Bachelor of Arts, Economics
Glen Simmonds, CFP® , MBA, AAMS®'s Wells Fargo Advisors, LLC Experience May 2004 - Present
Job Managing Director, Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2004 - Present
A.G. Edwards 2004 - 2006
Kamco Plastics June 1994 - July 2004
Delta Air Lines July 1989 - June 1994
United States Navy February 1986 - February 1994
AVMATS 1989 - 1989
Education
Illinois Institute of Technology 2000 — 2002
MBA, Business/Finance
Judson University 1994 — 1998
Business, Business Management
University of Missouri 1987 — 1989
Electrical Engineering
CFP®, MBA, AAMS
Wells Fargo Advisors, LLC May 2004 - Present
A.G. Edwards 2004 - 2006
Kamco Plastics June 1994 - July 2004
Delta Air Lines July 1989 - June 1994
United States Navy February 1986 - February 1994
AVMATS 1989 - 1989
Education
Illinois Institute of Technology 2000 — 2002
MBA, Business/Finance
Judson University 1994 — 1998
Business, Business Management
University of Missouri 1987 — 1989
Electrical Engineering
CFP®, MBA, AAMS
Thomas (T.C.) Wilson, AIF®'s Wells Fargo Advisors, LLC Experience 1996 - Present
Job Managing Director Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 1996 - Present
Mercer Investment Consulting May 1990 - September 1996
Education
Hampden-Sydney College 1986 — 1990
BA, Mathematics
Wells Fargo Advisors, LLC 1996 - Present
Mercer Investment Consulting May 1990 - September 1996
Education
Hampden-Sydney College 1986 — 1990
BA, Mathematics
Leslie Frey's Wells Fargo Advisors, LLC Experience March 2008 - July 2009
Job Teacher at Alton School District
Industry Higher Education
Experience
Alton School District August 2012 - Present
Bethalto School District # 8 January 2011 - May 2011
Wells Fargo Advisors, LLC March 2008 - July 2009
Majestic America Line July 2007 - March 2008
Enterprise Rent-A-Car April 2006 - July 2007
Skills
Training, Elementary Education, Customer Service, Classroom, Curriculum Design, Teaching
Education
Greenville College 2009 — 2011
Master of Arts
Southern Illinois University, Edwardsville 1999 — 2005
Bachelor of Arts
Alton School District August 2012 - Present
Bethalto School District # 8 January 2011 - May 2011
Wells Fargo Advisors, LLC March 2008 - July 2009
Majestic America Line July 2007 - March 2008
Enterprise Rent-A-Car April 2006 - July 2007
Skills
Training, Elementary Education, Customer Service, Classroom, Curriculum Design, Teaching
Education
Greenville College 2009 — 2011
Master of Arts
Southern Illinois University, Edwardsville 1999 — 2005
Bachelor of Arts
R. Marc Westmoreland's Wells Fargo Advisors, LLC Experience 2008 - March 2013
Job Real Estate Bridge and Portfolio Lending
Industry Real Estate
Experience
Greystone & Co. March 2013 - Present
Wells Fargo Advisors, LLC 2008 - March 2013
Natixis 2007 - 2008
Fremont Investment and Loan 2003 - 2007
Mirant 2001 - 2003
Schlumberger 1997 - 1999
Education
Jones Graduate School of Business, Rice University 1999 — 2001
MBA, Business & Finance
Georgia Institute of Technology 1993 — 1997
BME, Mechanical Engineering
Greystone & Co. March 2013 - Present
Wells Fargo Advisors, LLC 2008 - March 2013
Natixis 2007 - 2008
Fremont Investment and Loan 2003 - 2007
Mirant 2001 - 2003
Schlumberger 1997 - 1999
Education
Jones Graduate School of Business, Rice University 1999 — 2001
MBA, Business & Finance
Georgia Institute of Technology 1993 — 1997
BME, Mechanical Engineering
Michael J.C. Despres's Wells Fargo Advisors, LLC Experience July 1986 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC July 1986 - Present
GCK, LLC 2015 - 2015
GCK, LLC 2015 - 2015
Skills
Retirement Planning, Asset Allocation, Mutual Funds, Trusts, Investment Strategies, Alternative Investments, Financial Services, Securities, Investments, Fixed Annuities, ETFs, Team Building, Financial Planning, Customer Service, Marketing, Public Speaking
Education
Michigan State University 1984 — 1986
Bachlors, Finance
Grand Rapids Community College 1982 — 1984
Associates, Liberal Arts
Wells Fargo Advisors, LLC July 1986 - Present
GCK, LLC 2015 - 2015
GCK, LLC 2015 - 2015
Skills
Retirement Planning, Asset Allocation, Mutual Funds, Trusts, Investment Strategies, Alternative Investments, Financial Services, Securities, Investments, Fixed Annuities, ETFs, Team Building, Financial Planning, Customer Service, Marketing, Public Speaking
Education
Michigan State University 1984 — 1986
Bachlors, Finance
Grand Rapids Community College 1982 — 1984
Associates, Liberal Arts
Cindy Pisciotto's Wells Fargo Advisors, LLC Experience January 2013 - Present
Job Senior Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2013 - Present
Merrill Lynch 2000 - 2013
Miller Starr Regalia May 2004 - January 2011
Preuss Walker & Shanagher August 1998 - September 1999
Hanson Bridgett LLP October 1975 - August 1998
Skills
Financial Services, Microsoft Office, Microsoft Excel, Microsoft Word, Notary Public, Customer Service, Organization, Office Administration, Photography
Education
Heald College-Hayward 1974 — 1975
Legal Administration
Wells Fargo Advisors, LLC January 2013 - Present
Merrill Lynch 2000 - 2013
Miller Starr Regalia May 2004 - January 2011
Preuss Walker & Shanagher August 1998 - September 1999
Hanson Bridgett LLP October 1975 - August 1998
Skills
Financial Services, Microsoft Office, Microsoft Excel, Microsoft Word, Notary Public, Customer Service, Organization, Office Administration, Photography
Education
Heald College-Hayward 1974 — 1975
Legal Administration
andrea milano's Wells Fargo Advisors, LLC Experience June 2013 - Present
Job Regional Brokerage Manager, Senior Vice PresidentInvestments
Industry Financial Services
Experience
Wells Fargo Advisors, LLC June 2013 - Present
PNC Investments July 2009 - June 2013
Merrill Lynch November 2006 - March 2009
Skills
Alternative Investments
Education
Robert Morris University 1990 — 1994
MBA, Business Administration and Management, General
Gannon University
BSBA, Marketing, Management
Villa Marie Academy
Wells Fargo Advisors, LLC June 2013 - Present
PNC Investments July 2009 - June 2013
Merrill Lynch November 2006 - March 2009
Skills
Alternative Investments
Education
Robert Morris University 1990 — 1994
MBA, Business Administration and Management, General
Gannon University
BSBA, Marketing, Management
Villa Marie Academy
Dmitry Borochin's Wells Fargo Advisors, LLC Experience September 2011 - June 2014
Job Account Executive at CareerCo
Industry Internet
Experience
CareerCo January 2015 - Present
Wells Fargo Advisors, LLC September 2011 - June 2014
J.P. Morgan September 2008 - September 2011
Chase September 2006 - August 2008
MassMutual Financial Group July 2006 - October 2006
New York Life Insurance Company April 2004 - June 2006
MetLife August 2003 - March 2004
TIAA-CREF October 1997 - October 2002
Sands Brothers & Co January 1993 - September 1997
Skills
Stocks, Bonds, Investments, Cold Calling, Market Research, Leadership, Marketing, Sales, Mutual Funds, Analysis, Management, Wealth Management, Social Media, Social Media Marketing, CRM, Marketing Strategy, Financial Services, Training, Social Networking, Consulting, Online Advertising, Account Management
Education
Hofstra University 1988 — 1992
BA, Economics
CareerCo January 2015 - Present
Wells Fargo Advisors, LLC September 2011 - June 2014
J.P. Morgan September 2008 - September 2011
Chase September 2006 - August 2008
MassMutual Financial Group July 2006 - October 2006
New York Life Insurance Company April 2004 - June 2006
MetLife August 2003 - March 2004
TIAA-CREF October 1997 - October 2002
Sands Brothers & Co January 1993 - September 1997
Skills
Stocks, Bonds, Investments, Cold Calling, Market Research, Leadership, Marketing, Sales, Mutual Funds, Analysis, Management, Wealth Management, Social Media, Social Media Marketing, CRM, Marketing Strategy, Financial Services, Training, Social Networking, Consulting, Online Advertising, Account Management
Education
Hofstra University 1988 — 1992
BA, Economics
Doug Phillips, CFP®'s Wells Fargo Advisors, LLC Experience July 2006 - Present
Job Associate Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC July 2006 - Present
Morgan Stanley Smith Barney April 2000 - June 2006
Education
Illinois State University 1981 — 1985
Bachelor of Science (BS), Marketing
Wells Fargo Advisors, LLC July 2006 - Present
Morgan Stanley Smith Barney April 2000 - June 2006
Education
Illinois State University 1981 — 1985
Bachelor of Science (BS), Marketing
David Maxfield's Wells Fargo Advisors, LLC Experience November 2012 - Present
Job WFA Regional Supervisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 2012 - Present
Wells Fargo Shareowner Services June 2012 - November 2012
Brokerage, Insurance, Financial, Contact Center, and Compliance Companies November 2011 - November 2012
Wells Fargo Advisors, LLC 2006 - October 2011
Ameriprise Financial 2000 - 2006
Royal Alliance Associates INC 1998 - 2000
Allstate Insurance Company 1989 - 1998
Skills
Series 7, Series 63, series 9, series 10, Microsoft Office, PeopleSoft, BETA, Monte Carlo Simulation, Brokerage, Annuities, Insurance, PowerPoint, Training & Development, Change Management, Project Planning, Writing, Public Speaking, Six Sigma, Business Analysis, SME, Agile, Retirement Planning, Excel, Word, Access, Crystal Reports, ThomsonOne, MS Project, Visio, Sungard GMI, Variable Annuities, Fixed Annuities, Series 66, Life & Health Insurance...
Education
Illinois State University
BS, Economics, Speech Communications (Communication Studies), Philosophy
Wells Fargo Advisors, LLC November 2012 - Present
Wells Fargo Shareowner Services June 2012 - November 2012
Brokerage, Insurance, Financial, Contact Center, and Compliance Companies November 2011 - November 2012
Wells Fargo Advisors, LLC 2006 - October 2011
Ameriprise Financial 2000 - 2006
Royal Alliance Associates INC 1998 - 2000
Allstate Insurance Company 1989 - 1998
Skills
Series 7, Series 63, series 9, series 10, Microsoft Office, PeopleSoft, BETA, Monte Carlo Simulation, Brokerage, Annuities, Insurance, PowerPoint, Training & Development, Change Management, Project Planning, Writing, Public Speaking, Six Sigma, Business Analysis, SME, Agile, Retirement Planning, Excel, Word, Access, Crystal Reports, ThomsonOne, MS Project, Visio, Sungard GMI, Variable Annuities, Fixed Annuities, Series 66, Life & Health Insurance...
Education
Illinois State University
BS, Economics, Speech Communications (Communication Studies), Philosophy
Carol Pelletier's Wells Fargo Advisors, LLC Experience January 2009 - Present
Job First Vice President / Senior Equity Trader at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2009 - Present
Wachovia Securities LLC May 2000 - December 2008
Deutsche Bank 1999 - 2000
Alex. Brown & Sons 1989 - 2000
Skills
Series 63, Series 7, Securities, Investments, Equities, Financial Analysis, Trading, FINRA, Options, Portfolio Management
Education
University of Baltimore 1984 — 1986
Finance
Harford Community College 1981 — 1983
AA, Data Processing
Wells Fargo Advisors, LLC January 2009 - Present
Wachovia Securities LLC May 2000 - December 2008
Deutsche Bank 1999 - 2000
Alex. Brown & Sons 1989 - 2000
Skills
Series 63, Series 7, Securities, Investments, Equities, Financial Analysis, Trading, FINRA, Options, Portfolio Management
Education
University of Baltimore 1984 — 1986
Finance
Harford Community College 1981 — 1983
AA, Data Processing
Jonathan Dolloff's Wells Fargo Advisors, LLC Experience August 2009 - May 2010
Job at PricewaterhouseCoopers
Industry Financial Services
Experience
PricewaterhouseCoopers June 2010 - Present
Wells Fargo Advisors, LLC August 2009 - May 2010
UBS May 2009 - August 2009
Office of Senator Olympia J. Snowe September 2008 - May 2009
TD Bank May 2007 - August 2007
Skills
Financial Statement..., Due Diligence, Project Management, Real Estate, Microsoft Excel, Financial Analysis, Risk Management, Finance, Financial Reporting, Access, Management Consulting, Analysis, Banking, Asset Management, Leadership, Internal Controls
Education
Georgetown University 2006 — 2010
Bachelor of Science in Business Administration (BSBA), Finance
Morse High School 2002 — 2006
PricewaterhouseCoopers June 2010 - Present
Wells Fargo Advisors, LLC August 2009 - May 2010
UBS May 2009 - August 2009
Office of Senator Olympia J. Snowe September 2008 - May 2009
TD Bank May 2007 - August 2007
Skills
Financial Statement..., Due Diligence, Project Management, Real Estate, Microsoft Excel, Financial Analysis, Risk Management, Finance, Financial Reporting, Access, Management Consulting, Analysis, Banking, Asset Management, Leadership, Internal Controls
Education
Georgetown University 2006 — 2010
Bachelor of Science in Business Administration (BSBA), Finance
Morse High School 2002 — 2006
Robert Pressner's Wells Fargo Advisors, LLC Experience 1996 - Present
Job Senior Vice President
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 1996 - Present
Pressner, Ovidio Consulting Group 1992 - 1995
Sanaware Corp. 1973 - 1991
Education
Harvard Business School
MBA, Finance
Pratt Institute
BS, Chemistry
Wells Fargo Advisors, LLC 1996 - Present
Pressner, Ovidio Consulting Group 1992 - 1995
Sanaware Corp. 1973 - 1991
Education
Harvard Business School
MBA, Finance
Pratt Institute
BS, Chemistry
Christopher Nuetzel's Wells Fargo Advisors, LLC Experience February 1987 - February 2013
Job at Merrill Lynch
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 1987 - February 2013
Skills
Strategic Planning, Investments, Financial Services, Management, Sales, Team Building
Education
Geneva College 1977 — 1981
BSBA, Business, Psychology
Wells Fargo Advisors, LLC February 1987 - February 2013
Skills
Strategic Planning, Investments, Financial Services, Management, Sales, Team Building
Education
Geneva College 1977 — 1981
BSBA, Business, Psychology
Johnathan Weber's Wells Fargo Advisors, LLC Experience June 2004 - Present
Job Branch Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors December 2013 - Present
Wells Fargo Advisors, LLC June 2004 - Present
Education
Illinois Wesleyan University 1997 — 2001
BA, Public Accounting
Wells Fargo Advisors December 2013 - Present
Wells Fargo Advisors, LLC June 2004 - Present
Education
Illinois Wesleyan University 1997 — 2001
BA, Public Accounting
Gregory Vernon'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
Education
Howard University
Bachelor of Business Administration (B.B.A.), Finance
Wells Fargo Advisors LLC 2013 - Present
Education
Howard University
Bachelor of Business Administration (B.B.A.), Finance
Larry H. Beisel, Jr.'s Wells Fargo Advisors, LLC Experience June 1995 - Present
Job First Vice President, Branch Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC June 1995 - Present
A G Edwards January 1989 - June 1995
E F Hutton February 1984 - January 1989
Procter & Gamble 1979 - 1984
Skills
Team Building, Coaching, Management, Customer Service, Public Speaking, Project Management, Strategic Planning, Sales, Sales Management, Leadership, New Business Development, Marketing, Operations Management, Microsoft Excel, Finance
Education
Georgia Institute of Technology 1974 — 1979
BS, Industrial Management
Wells Fargo Advisors LLC June 1995 - Present
A G Edwards January 1989 - June 1995
E F Hutton February 1984 - January 1989
Procter & Gamble 1979 - 1984
Skills
Team Building, Coaching, Management, Customer Service, Public Speaking, Project Management, Strategic Planning, Sales, Sales Management, Leadership, New Business Development, Marketing, Operations Management, Microsoft Excel, Finance
Education
Georgia Institute of Technology 1974 — 1979
BS, Industrial Management
Bill Castetter's Wells Fargo Advisors, LLC Experience March 2015 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC March 2015 - Present
Colonial Life October 2013 - March 2015
College Savings Bank October 2011 - October 2013
Genworth Financial Services July 2010 - January 2011
Skills
Financial Advisory, Retirement Planning, Financial Services, Financial Analysis, Investments, Retirement, Relationship Management, Asset Allocation, Insurance, Strategic Planning, Series 7
Education
Indiana University Bloomington
Wells Fargo Advisors, LLC March 2015 - Present
Colonial Life October 2013 - March 2015
College Savings Bank October 2011 - October 2013
Genworth Financial Services July 2010 - January 2011
Skills
Financial Advisory, Retirement Planning, Financial Services, Financial Analysis, Investments, Retirement, Relationship Management, Asset Allocation, Insurance, Strategic Planning, Series 7
Education
Indiana University Bloomington
John C. (Jay) Riley's Wells Fargo Advisors, LLC Experience November 2011 - Present
Job First Vice President Investment Officer Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 2011 - Present
Morgan Stanley Smith Barney February 1995 - November 2011
Kidder Peabody March 1983 - February 1995
Brown University September 1978 - June 1982
Cornell University September 1976 - June 1978
Education
Harvard College 1969 — 1973
BA, History
Wells Fargo Advisors, LLC November 2011 - Present
Morgan Stanley Smith Barney February 1995 - November 2011
Kidder Peabody March 1983 - February 1995
Brown University September 1978 - June 1982
Cornell University September 1976 - June 1978
Education
Harvard College 1969 — 1973
BA, History
Henry Wanner, AAMS®'s Wells Fargo Advisors, LLC Experience July 2010 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC July 2010 - Present
Education
Illinois State University 1976 — 1980
Wells Fargo Advisors, LLC July 2010 - Present
Education
Illinois State University 1976 — 1980
Brad Palent's Wells Fargo Advisors, LLC Experience September 2006 - Present
Job Financial Advisor, First Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2006 - Present
Education
Indiana University Bloomington 1992 — 1996
BS, Management
Wells Fargo Advisors, LLC September 2006 - Present
Education
Indiana University Bloomington 1992 — 1996
BS, Management
Richard Silverstein's Wells Fargo Advisors, LLC Experience June 2006 - Present
Job Vice PresidentInvestment Officer@Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC June 2006 - Present
A.G. Edwards & Sons, Inc.(predecessor firm of Wells Fargo Advisors, LLC) 1990 - 2006
Breuners Home 1983 - 1985
Jordan Marsh Florida 1978 - 1983
Jordan Marsh, Fl. 1978 - 1983
Skills
Investments, Retirement Planning
Education
Hofstra University
B.B.A., Business Management
Wells Fargo Advisors, LLC June 2006 - Present
A.G. Edwards & Sons, Inc.(predecessor firm of Wells Fargo Advisors, LLC) 1990 - 2006
Breuners Home 1983 - 1985
Jordan Marsh Florida 1978 - 1983
Jordan Marsh, Fl. 1978 - 1983
Skills
Investments, Retirement Planning
Education
Hofstra University
B.B.A., Business Management
Asha Jain's Wells Fargo Advisors, LLC Experience April 1994 - Present
Job Vice PresidentInvestment Officer Ph.D.Economics , at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 1994 - Present
Skills
Financial Analysis, 401(k) Rollovers, Asset Allocation, Financial Services, Fixed-Income Strategies, Insurance, Investment Strategies, Retirement Planning, Tax-efficient Strategies, Specific Products...
Education
Indian Institute of Technology, Kanpur
Ph.D, Economics
Northern Kentucky University
MBA, Finance
Wells Fargo Advisors, LLC April 1994 - Present
Skills
Financial Analysis, 401(k) Rollovers, Asset Allocation, Financial Services, Fixed-Income Strategies, Insurance, Investment Strategies, Retirement Planning, Tax-efficient Strategies, Specific Products...
Education
Indian Institute of Technology, Kanpur
Ph.D, Economics
Northern Kentucky University
MBA, Finance
Thomas Herber's Wells Fargo Advisors, LLC Experience October 2014 - Present
Job Financial Advisor at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2014 - Present
Bank of the West September 2011 - October 2014
Questar Capital May 2008 - April 2010
JP Morgan Chase February 2006 - March 2008
Citi May 2000 - October 2005
Education
Hult International Business School 2010 — 2011
MBA
The Catholic University of America
Bachelor of Arts (BA)
Wells Fargo Advisors, LLC October 2014 - Present
Bank of the West September 2011 - October 2014
Questar Capital May 2008 - April 2010
JP Morgan Chase February 2006 - March 2008
Citi May 2000 - October 2005
Education
Hult International Business School 2010 — 2011
MBA
The Catholic University of America
Bachelor of Arts (BA)
Maureen Ayral's Wells Fargo Advisors, LLC Experience June 1999 - Present
Job Senior Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC June 1999 - Present
Merrill Lynch June 1982 - September 1999
Skills
Retirement Planning, Investments, Asset Allocation, Alternative Investments, Fixed Income, Investment Strategies, Equities, Securities, Strategic Investment..., Retirement, Portfolio Management, Series 7, Finance, Financial Advisory, Public Speaking, Financial Analysis, Financial Services, Long Term Care Insurance, Fixed Annuities, Variable Annuities, Charitable Gift Planning, Social Security, Managed Futures, Diversity & Inclusion
Education
Dale Carnegie
Certificate of Completion, Management & Career Development
University of South Florida 1979 — 1981
MBA, Finance
Hofstra University 1976 — 1978
Batchelor of Arts, Eur-Asian History / Financial Accounting
Wells Fargo Advisors, LLC June 1999 - Present
Merrill Lynch June 1982 - September 1999
Skills
Retirement Planning, Investments, Asset Allocation, Alternative Investments, Fixed Income, Investment Strategies, Equities, Securities, Strategic Investment..., Retirement, Portfolio Management, Series 7, Finance, Financial Advisory, Public Speaking, Financial Analysis, Financial Services, Long Term Care Insurance, Fixed Annuities, Variable Annuities, Charitable Gift Planning, Social Security, Managed Futures, Diversity & Inclusion
Education
Dale Carnegie
Certificate of Completion, Management & Career Development
University of South Florida 1979 — 1981
MBA, Finance
Hofstra University 1976 — 1978
Batchelor of Arts, Eur-Asian History / Financial Accounting
Louis Gasbarra's Wells Fargo Advisors, LLC Experience February 2010 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2010 - Present
Allens Floor Systems November 2006 - February 2010
Dell December 2004 - November 2006
Anheuser-Busch November 2002 - October 2004
Skills
Budgeting, Customer Service, Customer Relations, Negotiation, Problem Solving, Asset Allocation, Microsoft Word, Budgets, New Business Development, Insurance, Leadership, Team Building, Management, Training, Selling, Account Management, Forecasting, Sales, Financial Analysis, Process Improvement, Strategic Planning, Marketing, Marketing Strategy, Project Management, Investments, Public Speaking, Business Analysis, Risk Management, Direct Sales, Sales Operations, Vendor Management, Microsoft Excel, Microsoft Office, PowerPoint, Business Strategy, Team Leadership, Financial Advisory, Business Development, Fundraising, Analysis, Finance, Accounting, Contract Negotiation, Sales Process, Retirement Planning, Investment Strategies, Leadership Development
Education
Hanover College 1996 — 2000
Business Adminstration
Bishop McGuinness 1992 — 1996
Wells Fargo Advisors, LLC February 2010 - Present
Allens Floor Systems November 2006 - February 2010
Dell December 2004 - November 2006
Anheuser-Busch November 2002 - October 2004
Skills
Budgeting, Customer Service, Customer Relations, Negotiation, Problem Solving, Asset Allocation, Microsoft Word, Budgets, New Business Development, Insurance, Leadership, Team Building, Management, Training, Selling, Account Management, Forecasting, Sales, Financial Analysis, Process Improvement, Strategic Planning, Marketing, Marketing Strategy, Project Management, Investments, Public Speaking, Business Analysis, Risk Management, Direct Sales, Sales Operations, Vendor Management, Microsoft Excel, Microsoft Office, PowerPoint, Business Strategy, Team Leadership, Financial Advisory, Business Development, Fundraising, Analysis, Finance, Accounting, Contract Negotiation, Sales Process, Retirement Planning, Investment Strategies, Leadership Development
Education
Hanover College 1996 — 2000
Business Adminstration
Bishop McGuinness 1992 — 1996
Katherine Redman's Wells Fargo Advisors, LLC Experience May 2012 - Present
Job Vice President Investment Officer at Wells Fargo Advisors,LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2012 - Present
Merrill Lynch February 2000 - May 2012
PaineWebber October 1988 - February 2000
Education
Hofstra University
Nassau Community College
Associate of Science (A.S.), Accounting and Finance
State University of New York at Stony Brook
Wells Fargo Advisors, LLC May 2012 - Present
Merrill Lynch February 2000 - May 2012
PaineWebber October 1988 - February 2000
Education
Hofstra University
Nassau Community College
Associate of Science (A.S.), Accounting and Finance
State University of New York at Stony Brook
Eric Stoller's Wells Fargo Advisors, LLC Experience
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC
Skills
Asset Management, Investments, Hedge Funds, Financial Services, Equities, Private Equity, Entrepreneurship, Finance, Management, Financial Analysis, Leadership
Education
Harvard Law School 1964 — 1967
Doctor of Law (JD)
Wells Fargo Advisors, LLC
Skills
Asset Management, Investments, Hedge Funds, Financial Services, Equities, Private Equity, Entrepreneurship, Finance, Management, Financial Analysis, Leadership
Education
Harvard Law School 1964 — 1967
Doctor of Law (JD)
Campbell Rich, CFP®, ADPA℠'s Wells Fargo Advisors, LLC Experience September 1987 - Present
Job Vice President Investment Offficer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 1987 - Present
Education
Hamilton College 1974 — 1977
Wells Fargo Advisors, LLC September 1987 - Present
Education
Hamilton College 1974 — 1977
Jeffrey Springer's Wells Fargo Advisors, LLC Experience July 2007 - November 2011
Job Director at PWD Systems LLC
Industry Executive Office
Experience
PWD Systems LLC November 2011 - Present
Wells Fargo Advisors, LLC July 2007 - November 2011
Morgan Stanley 2004 - 2006
Morgan Stanley 2002 - 2003
Morgan Stanley 1997 - 2002
Morgan Stanley Dean Witter 1995 - 1997
Dean Witter 1993 - 1995
Dean Witter 1992 - 1993
Dean Witter May 1983 - February 1992
Dean Witter 1991 - 1992
Skills
Series 7, Series 63, Series 65, FINRA, Mutual Funds, Wealth Management, Asset Management, Securities, Retirement Planning, Asset Allocation, Uniform Combined State..., Finance, Retirement, Financial Services, Fixed Annuities, Hedge Funds, Portfolio Management, Options, Estate Planning, Strategic Financial..., Trading, Alternative Investments, Investment Advisory, Separately Managed..., ETFs, Investment Strategies, Financial Advisory, Equities, Fixed Income, Wealth Management..., Series 24, Bonds, Investments, IRAs, 401k, Investment Management, High Net Worth..., Wealth, Bloomberg, Financial Planners, Series 6, Financial Markets, Series 3, Series 8
Education
University of Pennsylvania - The Wharton School
Morgan Stanley Executive Program
Hofstra University
Master of Business Administration (MBA)
PWD Systems LLC November 2011 - Present
Wells Fargo Advisors, LLC July 2007 - November 2011
Morgan Stanley 2004 - 2006
Morgan Stanley 2002 - 2003
Morgan Stanley 1997 - 2002
Morgan Stanley Dean Witter 1995 - 1997
Dean Witter 1993 - 1995
Dean Witter 1992 - 1993
Dean Witter May 1983 - February 1992
Dean Witter 1991 - 1992
Skills
Series 7, Series 63, Series 65, FINRA, Mutual Funds, Wealth Management, Asset Management, Securities, Retirement Planning, Asset Allocation, Uniform Combined State..., Finance, Retirement, Financial Services, Fixed Annuities, Hedge Funds, Portfolio Management, Options, Estate Planning, Strategic Financial..., Trading, Alternative Investments, Investment Advisory, Separately Managed..., ETFs, Investment Strategies, Financial Advisory, Equities, Fixed Income, Wealth Management..., Series 24, Bonds, Investments, IRAs, 401k, Investment Management, High Net Worth..., Wealth, Bloomberg, Financial Planners, Series 6, Financial Markets, Series 3, Series 8
Education
University of Pennsylvania - The Wharton School
Morgan Stanley Executive Program
Hofstra University
Master of Business Administration (MBA)
Carole King, PMP's Wells Fargo Advisors, LLC Experience April 2010 - October 2011
Job Mortgage Senior Project Manager at US Bank Home Mortgage
Industry Hospital & Health Care
Experience
US Bank Home Mortgage August 2012 - Present
Express Scripts October 2011 - March 2012
Wells Fargo Advisors, LLC April 2010 - October 2011
Mastercard Worldwide 2008 - 2010
Education
Illinois State University 1984 — 1987
Bachelor of Science, Accounting, Business Administration minor
US Bank Home Mortgage August 2012 - Present
Express Scripts October 2011 - March 2012
Wells Fargo Advisors, LLC April 2010 - October 2011
Mastercard Worldwide 2008 - 2010
Education
Illinois State University 1984 — 1987
Bachelor of Science, Accounting, Business Administration minor
HARRY PILSON's Wells Fargo Advisors, LLC Experience Member of the Board of DirectorsRonald McDonald House Charities of Greater Washington, D.C.January 2011 - Present
Job Member of the Board of Directors at Ronald McDonald House Charities of Greater Washington, D.C.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC Member of the Board of DirectorsRonald McDonald House Charities of Greater Washington, D.C.January 2011 - Present
Bank of America 2003 - 2009
Bank of America 2003 - 2009
Education
Hampton University 1993 — 1996
Bachelor of Science (B.S.), Human Ecology
Wells Fargo Advisors, LLC Member of the Board of DirectorsRonald McDonald House Charities of Greater Washington, D.C.January 2011 - Present
Bank of America 2003 - 2009
Bank of America 2003 - 2009
Education
Hampton University 1993 — 1996
Bachelor of Science (B.S.), Human Ecology
Glenn Wheelock's Wells Fargo Advisors, LLC Experience June 2000 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC June 2000 - Present
Citi 1993 - 2000
Merrill Lynch 1991 - 1993
Skills
FINRA Arbitrator, Finance, Series 7, Retirement Planning, Wealth Management, Investments, Series 63, Asset Allocation, Mutual Funds, Strategic Financial..., Portfolio Management, Investment Advisory, Securities, Asset Management, Estate Planning, Financial Advisory, Loans, Financial Services, Equities, Financial Analysis, Alternative Investments, FINRA
Education
Gettysburg College 1987 — 1991
BA, Management
Wells Fargo Advisors, LLC June 2000 - Present
Citi 1993 - 2000
Merrill Lynch 1991 - 1993
Skills
FINRA Arbitrator, Finance, Series 7, Retirement Planning, Wealth Management, Investments, Series 63, Asset Allocation, Mutual Funds, Strategic Financial..., Portfolio Management, Investment Advisory, Securities, Asset Management, Estate Planning, Financial Advisory, Loans, Financial Services, Equities, Financial Analysis, Alternative Investments, FINRA
Education
Gettysburg College 1987 — 1991
BA, Management
Paul Casavecchia's Wells Fargo Advisors, LLC Experience September 2012 - August 2015
Job Financial Advisor at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial Services Inc., Member FINRA/SIPC August 2015 - Present
Wells Fargo Advisors, LLC September 2012 - August 2015
Amgis Global Advisors 2003 - 2011
Bear Stearns 2000 - 2003
Doubleday Direct Inc. 1998 - 2000
Skills
Retirement Planning, family wealth transition, Investments, Investment Strategies, Series 7, series 66, Business Owner Planning, 401k plans, 401k Rollovers, Trading, Hedge Funds, Financial Markets, Electronic Trading, Financial Analysis, Trading Systems, Trade Execution, Equity Trading, Operations Management, Operations, Project Coordination
Education
Hofstra University 1995 — 1997
MBA, Banking & Finance
University of Colorado at Boulder 1987 — 1991
BA, Political Science
Raymond James Financial Services Inc., Member FINRA/SIPC August 2015 - Present
Wells Fargo Advisors, LLC September 2012 - August 2015
Amgis Global Advisors 2003 - 2011
Bear Stearns 2000 - 2003
Doubleday Direct Inc. 1998 - 2000
Skills
Retirement Planning, family wealth transition, Investments, Investment Strategies, Series 7, series 66, Business Owner Planning, 401k plans, 401k Rollovers, Trading, Hedge Funds, Financial Markets, Electronic Trading, Financial Analysis, Trading Systems, Trade Execution, Equity Trading, Operations Management, Operations, Project Coordination
Education
Hofstra University 1995 — 1997
MBA, Banking & Finance
University of Colorado at Boulder 1987 — 1991
BA, Political Science
Randy Royse's Wells Fargo Advisors, LLC Experience 2005 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2005 - Present
Morgan Stanley 1984 - 2005
Education
Indiana State University 1970 — 1973
Bachelor of Science (B.S.), Business Marketing
Wells Fargo Advisors, LLC 2005 - Present
Morgan Stanley 1984 - 2005
Education
Indiana State University 1970 — 1973
Bachelor of Science (B.S.), Business Marketing
Brandon Skupski's Wells Fargo Advisors, LLC Experience April 2010 - Present
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2010 - Present
Morgan Stanley Smith Barney April 2006 - April 2010
Skills
Asset Allocation, Insurance, Variable Annuities, Life Insurance, Fixed Annuities, Retirement Planning, Mutual Funds, Securities, Retirement, Alternative Investments, Investments, Equities, Fixed Income, 401k Rollovers, IRAs, Bonds, ETFs, Trading
Education
Gwynedd-Mercy College
Bachelor's degree, Business Administration
Wells Fargo Advisors, LLC April 2010 - Present
Morgan Stanley Smith Barney April 2006 - April 2010
Skills
Asset Allocation, Insurance, Variable Annuities, Life Insurance, Fixed Annuities, Retirement Planning, Mutual Funds, Securities, Retirement, Alternative Investments, Investments, Equities, Fixed Income, 401k Rollovers, IRAs, Bonds, ETFs, Trading
Education
Gwynedd-Mercy College
Bachelor's degree, Business Administration
Andrew Fellios's Wells Fargo Advisors, LLC Experience 1966 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 1966 - Present
Education
Georgetown University 1958 — 1962
INTERNATIONAL RELATIONS
Wells Fargo Advisors, LLC 1966 - Present
Education
Georgetown University 1958 — 1962
INTERNATIONAL RELATIONS
Ann Pokorny's Wells Fargo Advisors, LLC Experience January 2001 - Present
Job New FA Integration Specialist at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC January 2001 - Present
Wachovia Securities LLC 2001 - 2006
American Express 1999 - 2001
Piper Jaffray Co 1997 - 1999
Skills
Business Analysis, Banking, Financial Analysis, Investments, Mutual Funds, Process Improvement, Risk Management, SDLC, Securities, Series 7, Vendor Management, Visio
Education
Illinois State University
Bachelor of Applied Science (BASc)
University of Iowa
Waubonsee Community College
Associate in Science, Business Administration and Management, General
Wells Fargo Advisors LLC January 2001 - Present
Wachovia Securities LLC 2001 - 2006
American Express 1999 - 2001
Piper Jaffray Co 1997 - 1999
Skills
Business Analysis, Banking, Financial Analysis, Investments, Mutual Funds, Process Improvement, Risk Management, SDLC, Securities, Series 7, Vendor Management, Visio
Education
Illinois State University
Bachelor of Applied Science (BASc)
University of Iowa
Waubonsee Community College
Associate in Science, Business Administration and Management, General
Peter C. Ruh's Wells Fargo Advisors, LLC Experience April 2008 - Present
Job Financial Advisor 1242 Pearl St Boulder CO 80302
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2008 - Present
Skills
Investments, Portfolio Management, Financial Planning, Banking, Risk Management
Education
Georgetown University
Bachelor of Arts (BA), History and Philosophy of Science and Technology
Wells Fargo Advisors, LLC April 2008 - Present
Skills
Investments, Portfolio Management, Financial Planning, Banking, Risk Management
Education
Georgetown University
Bachelor of Arts (BA), History and Philosophy of Science and Technology
Starwood Hotels & Resorts Worldwide, Inc.
Wells Fargo Advisors
Raytheon Missile Systems
Starwood Hotels & Resorts
Wachovia Securities, LLC
Carestream Health
Pershing
NEC Corporation of America