Wells Fargo Advisors, LLC

Industry: Subsidiary

Description

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

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

Wells Fargo Advisors, LLC Employees

Employee
Years
Job
Industry
Coeli Ayres Coeli Ayres Greater St. Louis Area Details
Coeli Ayres's Wells Fargo Advisors, LLC Experience June 2014 - April 2015
Job Marketing Analyst at Gateway Media, LLC
Industry Marketing and Advertising
Experience
Gateway Media, LLC  March 2015 - Present
David Ayres Photography   August 2011 - Present
Wells Fargo Advisors LLC  June 2014 - April 2015
Waterproof Solutions   September 2013 - August 2014
Dave Sinclair Automotive Group  January 2014 - June 2014
HouseMaster  June 2013 - June 2014
PUSH Marketing and Promotions (Corporate)   April 2013 - June 2014
Freelance Model  2010 - January 2014
Starting Point Real Estate   March 2013 - July 2013
Equity Real Estate, LLC  February 2013 - April 2013

Skills
Social Media Marketing, Social Media, Marketing, Public Relations, Photography, Customer Service, Data Entry, Telephone Skills, Facebook, Online Marketing, WordPress, Social Networking, SEO, Blogging, Public Speaking, Promotions, Web Content, Brand Management, Online Advertising, Advertising, Marketing Strategy, Digital Marketing

Education
Lindenwood University   2015 — 2016
Master of Science In Administration, Marketing Emphasis

Lindenwood University   2009 — 2012
Bachelor of Arts (B.A.), General Studies/ Humanities

Washington High School   2005 — 2009

Barry Burns Barry Burns Dallas/Fort Worth Area Details
Barry Burns's Wells Fargo Advisors, LLC Experience August 2013 - Present
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2013 - Present
Nationwide Financial  July 2009 - January 2013
Prudential Financial  June 2008 - January 2009
Salomon Brothers/Legg Mason   January 2004 - June 2008
Calamos Investments  September 2001 - January 2004
Prudential Securities  May 1995 - September 2001

Skills
Mutual Funds, Alternative Investments, Investments, Investment Strategies, Equities, Investment Advisory, Asset Managment, Fixed Annuities, Retirement, Wealth Management, Retirement Plan..., Public Speaking, Retirement Planning, Managing Accounts, Separately Managed..., Finance, Securities, Financial Advisory, Wealth, Portfolio Management, 401k Rollovers, Financial Services, Annuities, Institutional, Hedge Funds, Financial Planning, Managed Accounts, Patient Support, Insurance, ETFs, 401k, FINRA, Variable Annuities, IRAs, Wealth Management..., Bonds, Fixed Income

Education
Stephen F. Austin State University   1983 — 1985
BBA, Marketing, Finance

Kilgore College   1981 — 1983
Business Administration

Brian Vallow Brian Vallow Orland Park, Illinois Details
Brian Vallow's Wells Fargo Advisors, LLC Experience April 2014 - Present
Job Senior Vice PresidentInvestments PIM Portfolio Manager at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC  April 2014 - Present
Morgan Stanley Smith Barney  December 2004 - April 2014

Education
Indiana University Bloomington   1990 — 1994
Bachelor of Science (BS), Finance and Management

Joseph F. Nelson Joseph F. Nelson Menlo Park, California Details
Joseph F. Nelson's Wells Fargo Advisors, LLC Experience September 2005 - Present
Job Senior Financial Advisor, Senior Vice PresidentInvestments, at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 2005 - Present

Skills
Investments, Finance, Start-ups, Strategy, Insurance, Management, Strategic Partnerships, Portfolio Management, Marketing, Asset Management, Leadership

Education
University of Massachusetts at Amherst - Isenberg School of Management   1984 — 1988
Bachelor's degree, Finance, General

Linda Robinson Linda Robinson Greater St. Louis Area Details
Linda Robinson's Wells Fargo Advisors, LLC Experience June 2008 - Present
Job Brokerage Firm
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 2008 - Present
A. G. Edwards & Son   June 1991 - June 2008

Skills
Customer Service, Leadership, Non-profits, Training, Organizational..., Public Speaking, Human Resources, Community Outreach, Microsoft Excel, Nonprofits, Fundraising, PowerPoint, Data Entry, Volunteer Management, Management, Time Management, Policy, Program Management, Project Planning, Event Planning, Team Building, Recruiting, Strategic Planning, Microsoft Office, Coaching, Social Networking, Social Media, Leadership Development

Education
Webster University   2013 — 2016
Master of Arts (M.A.), Human Resources Development

Lindenwood University   2008 — 2011
B.S., Communication w/emphasis in Public Relation

maplewood-richmond heights high school   1984 — 1987

Rikk Rodriguez Rikk Rodriguez Greater Chicago Area Details
Rikk Rodriguez's Wells Fargo Advisors, LLC Experience July 2014 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2014 - Present
PNC  September 2012 - July 2014
Chase  November 2006 - August 2012

Education
Judson University   2008 — 2010
Bachelor of Arts (B.A.), Management and Leadership

Larkin High School   2000 — 2003

Robert Clay Blackwell Robert Clay Blackwell Anniston, Alabama Details
Robert Clay Blackwell's Wells Fargo Advisors, LLC Experience March 2013 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 2013 - Present

Education
Jacksonville State University   2008 — 2012
Bachelor's Degree, Finance, General

William L. Braude, Jr. William L. Braude, Jr. Charlotte, North Carolina Details
William L. Braude, Jr.'s Wells Fargo Advisors, LLC Experience April 2014 - August 2015
Job Registered Personal Banker at Wells Fargo Bank, N.A.
Industry Financial Services
Experience
Wells Fargo Bank, N.A.   August 2015 - Present
Wells Fargo Advisors, LLC   April 2014 - August 2015
Merrill Lynch  March 2013 - April 2014

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Social Media, Public Speaking, English, Windows, Photoshop, Financial Modeling, Investments, Finance, Leadership, Retirement, Marketing

Education
Jacksonville University   2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General

University of Alabama

Kevin Deutsch Kevin Deutsch Warren, New Jersey Details
Kevin Deutsch's Wells Fargo Advisors, LLC Experience March 2010 - Present
Job Vice President Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors LLC  March 2010 - Present
Morgan Stanley Smith Barney  February 1999 - March 2010
Merrill Lynch  April 1993 - January 1999
Barclays  January 1991 - March 1993
National Westminster Bank  July 1988 - December 1990
Chase Manhattan Bank  July 1978 - June 1988

Skills
Retirement Planning, 401k, 401k Rollovers, Wealth Management, Investments, Series 7, Series 63, Finance, Asset Allocation, Securities, Mutual Funds, Investment Advisory, Alternative Investments, Investment Strategies, Strategic Financial..., Financial Services

Education
Rutgers University   1980 — 1984
Master of Business Administration (MBA)

Lehigh University   1974 — 1978
Bachelor of Science (BS), Accounting and Finance

Minisink Valley   1970 — 1974

Javier Rivero Javier Rivero Miami/Fort Lauderdale Area Details
Javier Rivero's Wells Fargo Advisors, LLC Experience April 2006 - August 2011
Job President at Brickell Global Markets Inc
Industry Financial Services
Experience
Brickell Global Markets Inc   March 2014 - Present
Merrill Lynch  August 2011 - March 2014
Wells Fargo Advisors, LLC   April 2006 - August 2011
Wachovia Securities, LLC  June 2002 - April 2006
Ladenburg Capital   2002 - 2002

Skills
Series 7, Wealth Management, Securities, Series 63, Portfolio Management, Leadership, Mutual Funds, Private Banking, FINRA, Financial Services, Sales Management, Fixed Income, Operations Management, Alternative Investments, Investments, Finance, Risk Management, Hedge Funds, Branch Management, Compliance, Equity Trading, Asset Allocation, Investment Advisory, Series 65, AML, Capital Markets, Series 3, Series 9, Wealth Management..., Series 10, Licensed Life Insurance..., Investment Strategies, Series 4, Asset Management, Series 24, Investment Banking, Financial Advisory, Financial Markets, Derivatives, Bonds, ETFs, Retirement, Structured Products, Executive Management, Management, Banking, Equities, Sales, Financial Planning, Credit

Education
Kean University   1998 — 2001
Bachelors, Finance

Union County College   1996 — 1998
AAS, Business Management

Christopher A. Reynolds, CFP® Christopher A. Reynolds, CFP® Gadsden, Alabama Area Details
Christopher A. Reynolds, CFP®'s Wells Fargo Advisors, LLC Experience February 2006 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2006 - Present
Colonial Bank  June 2004 - January 2006
Hometown Bank of Alabama   June 2003 - June 2004
Regions Bank  October 1997 - June 2003
Compass Bank  July 1987 - October 1997

Education
Graduate School of Banking at LSU   1999 — 2001
General Banking

University of Alabama, Manderson Graduate School of Business   1985 — 1987
MBA, Strategic Planning

Jacksonville State University   1981 — 1985
BS, Business Management

Jacksonville State University   1981 — 1985
BA, Music

Erica Acheson Erica Acheson Cleveland/Akron, Ohio Area Details
Erica Acheson's Wells Fargo Advisors, LLC Experience March 2013 - April 2015
Job Financial Advisor at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank  April 2015 - Present
Wells Fargo Advisors, LLC   March 2013 - April 2015
Key Bank  March 2011 - March 2013
JPMorgan Chase  November 2006 - March 2011
Bank of America  June 2001 - November 2006

Skills
Portfolio Management, Investments, Mortgage Lending, Small Business, Finance, Loans, Consumer Lending, Strategy, Commercial Lending, Commercial Banking, Wealth Management, Credit, Banking, Retirement Planning, Financial Services, Variable Annuities, Retirement Plan..., 401k Rollovers, Lines Of Credit

Education
Lake Erie College   1998 — 2001
Bachelor of Science (B.S.), Double Major ~ Criminal Justice and Psychology

Maryanne Diggs Maryanne Diggs Richmond, Virginia Area Details
Maryanne Diggs's Wells Fargo Advisors, LLC Experience 2008 - April 2015
Job Client Service Associate, Financial Planning Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2015 - Present
Wells Fargo Advisors, LLC   2008 - April 2015
Wachovia Securities  2005 - 2008
Wachovia Securities  2002 - 2005
American Express Financial Advisors  2001 - 2002

Skills
Asset Allocation, Retirement Planning, Mutual Funds

Education
James Madison University - College of Business   1998 — 2001
BBA, Marketing Information Systems

Herndon High School   1994 — 1997

Matthew Newsom Matthew Newsom Saint Louis, Missouri Details
Matthew Newsom's Wells Fargo Advisors, LLC Experience April 2012 - July 2014
Job Director of Marketing at SportsTeam.com
Industry Marketing and Advertising
Experience
SportsTeam.com   December 2014 - Present
Wells Fargo Advisors, LLC   April 2012 - July 2014
Sprint  October 2009 - December 2011
Osborn & Barr  2010 - 2011

Skills
Sales, Marketing, Social Media, Customer Service, Microsoft Office, Strategy, Lead Generation, Social Media Marketing, Social Networking, Cold Calling

Education
Indiana University Bloomington   2004 — 2008
Bachelor of Arts (B.A.), Communication & Culture

University of Missouri-Columbia   2003 — 2004
Communications

Scott Brantingson Scott Brantingson Allentown, Pennsylvania Area Details
Scott Brantingson's Wells Fargo Advisors, LLC Experience 2009 - Present
Job Complex Manager Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2009 - Present

Skills
Strategic Planning, Investments, Budgets, Public Speaking, Microsoft Office, Investment Strategies, Professional Services, Retirement, Small Business, Windows, Research

Education
Bridgewater Raritan East

Bridgewater Raritan East

Bridgewater Raritan East

Indiana University of Pennsylvania

Freedom High School

Mildred Babb Mildred Babb Chagrin Falls, Ohio Details
Mildred Babb's Wells Fargo Advisors, LLC Experience May 2012 - Present
Job CERTIFIED FINANCIAL PLANNER (TM), CFP(R), Vice PresidentInvestment Officer, Financial Advisor
Industry Financial Services
Experience
WELLS FARGO ADVISORS, LLC   May 2012 - Present
Morgan Stanley Smith Barney  January 2010 - December 2011
FirstMerit Bank  July 2005 - December 2009
CFP®, FirstMerit Wealth Management Services   July 2005 - December 2009
FirstMerit Bank  2005 - 2009
Merrill Lynch  January 1999 - January 2005
KeyBank  November 1998 - November 1999
KeyBank  January 1996 - November 1998
KeyBank  August 1994 - January 1996
KeyBank  January 1989 - August 1994

Skills
Wealth Management, Investments, Retirement Planning, Finance, Financial Services, Financial Advisory

Education
Kent State University   1981 — 1986
BBA, Marketing

Immaculate Heart of Mary School Endowment Board, Cuyahoga
President

Kent State University
BBA, Marketing

Chris Whiting Chris Whiting Greater St. Louis Area Details
Chris Whiting's Wells Fargo Advisors, LLC Experience January 2009 - April 2011
Job Chief Operating Officer, Moneta Group | Family CFO | Financial Services
Industry Financial Services
Experience
Moneta Group  April 2011 - Present
Wells Fargo Advisors, LLC   January 2009 - April 2011

Education
John Cook School of Business at Saint Louis University
Master of Business Administration (MBA), Finance, General

Kevin Gerry Kevin Gerry Orlando, Florida Area Details
Kevin Gerry's Wells Fargo Advisors, LLC Experience December 2006 - Present
Job Associate Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   December 2006 - Present
TD Ameritrade  July 2001 - December 2006
David Lerner Associates, Inc.   January 2000 - July 2001

Skills
Finance, Investments, Risk Management, Financial Analysis, Microsoft Office, Customer Service, Microsoft Word, Microsoft Excel, PowerPoint

Education
La Salle University   1991 — 1995
Bachelor's degree, Finance

Ward Melville High School   1989 — 1991

Pamela Elcan Pamela Elcan Greater Nashville Area Details
Pamela Elcan's Wells Fargo Advisors, LLC Experience December 2009 - August 2014
Job Vice President at Elcan Wealth Consulting A Division of ClearPoint Capital
Industry Financial Services
Experience
Elcan Wealth Consulting- A Division of ClearPoint Capital   August 2014 - Present
Wells Fargo Advisors, LLC   December 2009 - August 2014
UBS Financial Services  September 2005 - December 2009
Merrill Lynch  August 2003 - September 2005

Skills
Series 7, Retirement Planning, Investment Strategies, Mutual Funds, Series 63, FINRA

Education
Lipscomb University   1998 — 2001
Bachelor of Science, Biology/Chemistry

Deborah Ebert Deborah Ebert San Francisco, California Details
Deborah Ebert's Wells Fargo Advisors, LLC Experience 2010 - Present
Job Market Control Specialist, Vice President, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2010 - Present

Education
John F. Kennedy University
Master of Business Administration (MBA), Strategy

Saint Mary's College of California
Bachelor of Arts (B.A.), Business Administration and Management, General

Gary Davison Gary Davison Canton, Ohio Area Details
Gary Davison's Wells Fargo Advisors, LLC Experience April 2014 - Present
Job Vice President Investments; Sr. PIM Portfolio Manager at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC  April 2014 - Present

Skills
Budgets, Strategic Planning, Microsoft Office, Project Management, Customer Service, Public Speaking, Sales, Negotiation, Team Building, Microsoft Excel, New Business Development, Sales Management

Education
Kent State University   1969 — 1973
Bachelor of Arts (BA), General Studies

Canton McKinley High School

Gordon Graydon PS, Brampton, Ont. Canada

Betsy Apking Betsy Apking Tucson, Arizona Area Details
Betsy Apking'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
Presidio Hotel Group, Tucson   October 1998 - March 2000
Southwest Leadership Foundation   1996 - 1998
The Cornhusker Hotel   1986 - 1994

Skills
Event Management, Program Management, Sales, Retirement Planning, Investments, Retirement, Small Business, Estate Investment..., Strategic Investment...

Education
Kaplan University   2006 — 2006
Financial Planning and Services

University of Nebraska-Lincoln   1984 — 1988
BS, Poli Sci, Communications, Music

George Mahramas George Mahramas Beachwood, Ohio Details
George Mahramas's Wells Fargo Advisors, LLC Experience May 2011 - August 2012
Job Branch Operations Manager
Industry Investment Management
Experience
Raymond James  August 2012 - Present
Wells Fargo Advisors LLC  May 2011 - August 2012
The Home Investment Services Youngstown, OH   February 2010 - May 2011
UBS  September 2005 - January 2010
McDonald Investments  1997 - 2005

Skills
Portfolio Management, Asset Management, Asset Allocation, Investment Advisory, Retirement Planning, Education Savings, Finance, Operations Management, Compliance

Education
Kent State University   1988 — 1991
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services

WARREN G HARDING
High School

Ryland T Corry Ryland T Corry Greater New York City Area Details
Ryland T Corry's Wells Fargo Advisors, LLC Experience August 2012 - Present
Job Financial Advisor / Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC  August 2012 - Present
Oppenheimer & Co.   January 2009 - August 2012
Morgan Stanley Smith Barney  July 2003 - January 2009
Prudential Financial  July 2000 - July 2003

Skills
Investment Strategies, Trading, Retirement Planning, Fixed Income Strategies, Risk Management, Securities, Stock Market Analysis, Wealth Preservation...

Education
Johnson & Wales University   1992 — 1996
B.S., Business

Woodlands   1989 — 1992
H.S.

Doug Kahn Doug Kahn Greater Chicago Area Details
Doug Kahn's Wells Fargo Advisors, LLC Experience April 2014 - Present
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2014 - Present
The Next Level Planning Group  November 2013 - April 2014
Self Employed  September 1997 - October 2013
Guarantee Trust Life Insurance  July 1992 - August 1997

Education
Iowa State University
Bachelor of Business Administration (BBA), Transportation/Logistics

Diana Nyman Diana Nyman Chesterton, Indiana Details
Diana Nyman's Wells Fargo Advisors, LLC Experience September 2010 - Present
Job Financial Advisor, Chartered Retirement Plans Specialist at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 2010 - Present
Compass Financial Advisors  January 2003 - September 2010
Merrill Lynch  January 2000 - January 2003

Skills
Retirement, Retirement Planning, Estate Investment..., Employer Sponsored...

Education
Indiana University Bloomington   1994 — 1997
Bachelor of Arts (B.A.), Industrial and Organizational Psychology

Winona State University
Bachelor of Arts (B.A.), Industrial and Organizational Psychology

Brad Polo Brad Polo Indianapolis, Indiana Area Details
Brad Polo's Wells Fargo Advisors, LLC Experience June 2013 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC. Investments * Retirement Income Planning * Wealth Management * 401(k)
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 2013 - Present
JP Morgan Chase  April 2011 - June 2013
Sun Home Mortgage, Inc.   February 1999 - April 2011
Best Mortgage Funding, Inc   January 1996 - January 1999
American Star Mortgage   September 1993 - January 1996

Skills
Retirement Planning, Financial Services, Traditional IRA, Customer Service, Financial Markets, Referrals, 529 Plans, Investments, Wealth Management, Mutual Funds, Investment Strategies, Roth IRA, Strategic Financial..., 401k Rollovers, Investment Advisory

Education
Indiana Wesleyan University   2009 — 2011
Master of Business Administration (MBA), Accounting Concentration

Southern Illinois University, Edwardsville   1987 — 1991
Bachelor of Science (BS) Business Administration, Finance Specialization

Bunker Hill High School   1983 — 1987
Business

John Marchand, CFP® John Marchand, CFP® Cleveland/Akron, Ohio Area Details
John Marchand, CFP®'s Wells Fargo Advisors, LLC Experience September 2002 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC  September 2002 - Present
Wells Fargo Advisors  December 2012 - November 2013

Skills
Investments, Retirement, Retirement Planning

Education
The University of Akron   1997 — 2002
Marketing Management

Kaplan University   2008 — 2008
CFP® Curriculum

Copley

Dan McGreevy Dan McGreevy Cleveland, Ohio Details
Dan McGreevy's Wells Fargo Advisors, LLC Experience September 2012 - Present
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  January 2015 - Present
Wells Fargo Advisors, LLC   September 2012 - Present
Wells Fargo Advisors, LLC   October 2011 - September 2012
S & J Remodeling   May 2006 - September 2011
Earthmind   January 2011 - May 2011

Skills
Excel, Economic Research, Outlook, Risk Management, Mortgage Lending, Asset Allocation, Retirement Planning, IRA Rollovers, College Planning, 401k Planning, Strategic Planning, 401k Rollovers, Retirement Plan..., Event Planning

Education
Kent State University   2006 — 2011
Bachelor of Business Administration, Finance and Economics

Saint Ignatius High School   2002 — 2006

Ken Safran, CFP® Ken Safran, CFP® Greater St. Louis Area Details
Ken Safran, CFP®'s Wells Fargo Advisors, LLC Experience October 1997 - Present
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 1997 - Present

Education
College for Financial Planning   2005 — 2006
CFP® Certification Professional Education Program

Indiana University Bloomington   1983 — 1987
Bachelor of Arts (B.A.), Telecommunications/Business

Green Trails

Ronald Winski Ronald Winski Charlotte, North Carolina Details
Ronald Winski's Wells Fargo Advisors, LLC Experience February 2012 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2012 - Present
Merrill Lynch  December 1990 - February 2012
Merrill Lynch  December 1990 - February 2012

Skills
Retirement Planning, Wealth Management, Investments, Mutual Funds, Series 7, Asset Allocation, Series 63, Uniform Combined State..., Investment Advisory, Alternative Investments, Investment Strategies, Securities, ETFs, Portfolio Management, Fixed Income, Retirement

Education
Indiana University Bloomington   1969 — 1973
Bachelor's degree, Finance and Economics

Elston Sr. High   1967 — 1969

Culver Military Academy   1965 — 1967

James Gura James Gura Saint Louis, Missouri Details
James Gura's Wells Fargo Advisors, LLC Experience October 2011 - September 2013
Job Associate Director Investments at Oppenheimer & Co. Inc
Industry Financial Services
Experience
Oppenheimer & Co. Inc.   September 2013 - Present
Wells Fargo Advisors, LLC   October 2011 - September 2013
Self-Employed, day trading and private investments  March 2010 - October 2011
Marquette Partners  October 1997 - March 2010
Chicago Board Options Exchange  1994 - 1997

Skills
Wealth Management..., Wealth-Preservation..., Tax-Efficient Strategies, Multigenerational..., Retirement-Plan..., Risk Management..., Stock Due Diligence, Investment Strategies, Fixed Income Strategies, Retirement Savings, Asset Allocation, 401(k) Rollovers

Education
Northern Illinois University - College of Business   1995 — 1996
BS, Finance

Joliet Junior College   1993 — 1994
AA, Business

Joshua Steuerman Joshua Steuerman Greater New York City Area Details
Joshua Steuerman's Wells Fargo Advisors, LLC Experience February 2009 - Present
Job Officer Senior Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2009 - Present
Morgan Stanley Smith Barney  June 2006 - February 2009

Skills
Asset Allocation, Retirement Planning, 401k Rollovers, Business Owner Planning, Investment Strategies, Risk Management, Fixed Income Strategies, Concentrated Stock..., Estate Planning, Financial Analysis, Mutual Funds, Series 7, Derivatives, Asset Management, Bloomberg, Equities, Uniform Combined State..., Credit, Fixed Income, Trading, Financial Modeling, Series 63, Alternative Investments, Hedge Funds, Investments, Trading Systems, Finance, Private Equity, FINRA, Portfolio Management, Capital Markets, Securities, Insurance, Options, Mergers & Acquisitions

Education
Lehigh University   2002 — 2006
B.S., Finance

Justin Skarbnik Justin Skarbnik Florham Park, New Jersey Details
Justin Skarbnik's Wells Fargo Advisors, LLC Experience March 2009 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 2009 - Present
Smith Barney  August 2005 - March 2009
Morgan Stanley  July 2004 - August 2005

Skills
Retirement Planning, Mutual Funds, Retirement, Investments, Alternative Investments, Finance, Financial Advisory, Investment Strategies, Asset Allocation, Wealth, Bonds, 401k, Retirement Income..., Pensions, 401k Rollovers, Stocks

Education
Kaplan University   2010 — 2011
Financial Planning Certificate

University of Pittsburgh   1999 — 2003
B.A., Economics

West Orange High School   1995 — 1999
High School Diploma

Michael Saunders Michael Saunders Wilmington, Delaware Details
Michael Saunders's Wells Fargo Advisors, LLC Experience March 2014 - March 2015
Job Relationship Manager II at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust  March 2015 - Present
Wells Fargo Advisors, LLC   March 2014 - March 2015
J.P. Morgan   July 2006 - February 2014
Michael Saunders Painting, Inc.   2001 - July 2006

Skills
Relationship Management, Retirement Planning, Financial Advisory, Customer Service, Mutual Funds, 401k Rollovers, Investments, Hedge Funds, Private Banking, Alternative Investments, Asset Allocation, Business Strategy, Equities, Fixed Income, Finance, Securities Lending, Loans, Economics, CRM, ETFs, MLP, Small Business Lending, Mortgage Banking, Portfolio Management, Financial Services, Banking, Credit, Investment Strategies, Management, Financial Analysis, Retirement, Strategic Planning, Financial Planning, Estate Planning, Asset Management, Marketing, Wealth Management, Public Speaking, Team Building, Leadership, Risk Management, Securities, Bonds, Sales, Wealth, 401k

Education
West Chester University of Pennsylvania
Bachelor of Science (BS), Finance, General

The Master's College

Liberty University

Marshall University
Business Administration and Management, General

York High School   1987 — 1991
High School

Robin Tribbett Robin Tribbett Fort Wayne, Indiana Details
Robin Tribbett's Wells Fargo Advisors, LLC Experience April 1990 - Present
Job Vice President Investments at Zweig Tribbett Financial Group of Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 1990 - Present
A.G. Edwards & Sons, Inc.   1990 - 2008
E.F. Hutton & Co   1984 - 1990

Skills
Public Speaking, Customer Service, Team Building, Insurance, Strategic Planning, Investments, Leadership, Process Improvement, Long Term Care Insurance, Retirement Income, 401k Rollovers, Asset Allocation, Estate Investment..., Concentrated Stock..., Financial Advisory, Financial Services, Fixed Income Strategies, Investment Planning, Multigenerational..., Retirement Planning

Education
Indiana University Bloomington

Indiana University—Purdue University Fort Wayne

Bret Farrington Bret Farrington Greater Minneapolis-St. Paul Area Details
Bret Farrington's Wells Fargo Advisors, LLC Experience March 2013 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 2013 - Present
J.P. Morgan Private Bank   October 2007 - March 2013
Windsor Financial Group  January 2005 - October 2007
Piper Jaffray Corporate Client Services   March 2001 - December 2004
Wells Fargo Private Asset Management   March 1995 - February 2001

Skills
Asset Allocation, Estate Planning, Retirement Planning, Securities, Investment Advisory, Certified Investment..., Private Banking, Business Owner Planning, Gifting Strategies, Cash Flow Analysis, Private Foundations, Asset Protection, Life Insurance, Long Term Care Insurance, Multi-generational..., College Education..., Financial Planning, Financial Goals, Qualified Retirement..., Succession Planning, Alternative Investments, Financial Advisory, Asset Management, Finance, Mutual Funds, Financial Analysis, Investments, Portfolio Management, Equities

Education
Iowa State University - College of Business   1986 — 1990
Bachelor of Business Administration (B.B.A.), Finance, General

Curtis Lassiter Curtis Lassiter Norfolk, Virginia Area Details
Curtis Lassiter's Wells Fargo Advisors, LLC Experience July 2015 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2015 - Present
BB&T  January 2012 - July 2015
Morgan Stanley Smith Barney  September 2010 - January 2012
Wells Fargo  January 2007 - September 2010

Skills
Leadership, Microsoft Office

Education
James Madison University

Edwin W. Free III Edwin W. Free III Indianapolis, Indiana Details
Edwin W. Free III's Wells Fargo Advisors, LLC Experience January 1994 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 1994 - Present

Education
Indiana University Bloomington
BS

Indiana University School of Law - Indianapolis
JD

David D'Amico David D'Amico Hilton Head Island, South Carolina Details
David D'Amico's Wells Fargo Advisors, LLC Experience June 2010 - June 2013
Job Financial Advisor
Industry Financial Services
Experience
Massachusetts Mutual Financial Group   October 2013 - Present
Wells Fargo Advisors, LLC   June 2010 - June 2013

Skills
Retirement Planning, Investments, Financial Analysis, Loans, Real Estate, Mortgage Lending, Mergers & Acquisitions, Sales, Consumer Lending, Insurance, Loan Origination, Investment Properties, Retail Banking, Underwriting, Banking, Credit, Strategic Planning, Mortgage Banking, Refinance, Finance, Risk Management, Residential Mortgages, Due Diligence

Education
Ithaca College   1979 — 1982
BS, Business Administration

Tony Brauner Tony Brauner Portland, Oregon Area Details
Tony Brauner's Wells Fargo Advisors, LLC Experience August 2007 - Present
Job Regional Brokerage Manager, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2007 - Present
Citigroup  January 2004 - August 2007
Prudential Financial  June 1993 - December 2003

Education
Linfield College   1989 — 1993
BS, Business Management

Scott Wickman Scott Wickman Oak Brook, Illinois Details
Scott Wickman's Wells Fargo Advisors, LLC Experience November 2011 - Present
Job Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 2011 - Present
Merrill Lynch  January 1984 - November 2011

Education
Iowa State University - College of Business   1975 — 1979
B.S., Business Management

James Gendron James Gendron Buffalo/Niagara, New York Area Details
James Gendron's Wells Fargo Advisors, LLC Experience July 1994 - Present
Job Financial Advisor/First Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 1994 - Present

Education
Le Moyne College   1977 — 1982
BS, Chemistry

Jesse Brookreson Jesse Brookreson Greater Philadelphia Area Details
Jesse Brookreson's Wells Fargo Advisors, LLC Experience August 2005 - Present
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2005 - Present
JFD Securities   March 2004 - August 2005
Millennium Trading   April 2002 - February 2004
McNamara Trading   May 1998 - March 2002

Skills
Investments, Wealth Management, Equities, Asset Allocation, Finance, Series 7, Financial Services, Financial Risk, Mutual Funds, Fixed Income, 401k, Asset Managment, Investment Advisory, Alternative Investments, Retirement, Portfolio Management, Investment Strategies, Retirement Planning, Strategic Financial..., Asset Management, Wealth, 401k Rollovers, Estate Investment..., Financial Analysis, Insurance, Retirement Savings, Tax Efficient Strategies, Retirement Plan..., Investment Planning, Multigenerational..., Wealth Preservation..., Deferred Compensation, Concentrated Stock...

Education
La Salle University   1995 — 1998
Bachelor, Finance (Cum Laude)

Bishop McDevitt

TJ Sisley TJ Sisley Raleigh-Durham, North Carolina Area Details
TJ Sisley's Wells Fargo Advisors, LLC Experience December 2011 - October 2013
Job Technology Coach at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual  June 2014 - Present
AICPA  January 2014 - May 2014
Wells Fargo Advisors, LLC   December 2011 - October 2013
Self  June 2011 - December 2011
Enterprise Holdings Inc.  November 2002 - May 2011

Skills
Customer Service, Leadership, Customer Satisfaction, Management, Time Management, Account Management, Building Relationships, Finance, Profit, Inventory Management, Forecasting, Pricing, Endorsements

Education
James Madison University - College of Business   1999 — 2002
Bachelor of Business Administration (B.B.A.), Marketing

Duke University, Office of Continuing Studies   2011 — 2012
Executive Certificate, Financial Planning

Anastasia Tashlitsky Anastasia Tashlitsky Greater Chicago Area Details
Anastasia Tashlitsky's Wells Fargo Advisors, LLC Experience March 2015 - Present
Job Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 2015 - Present
Wintrust Financial  November 2011 - August 2014
North Shore Community Bank part of Wintrust Financial Corporation   November 2009 - November 2011
Associated Bank  October 2008 - November 2009
Wells Fargo  May 2008 - September 2008

Skills
Customer Service, Leadership, Insurance, Financial Services, Team Building, Team Leadership, Teamwork, Microsoft Office

Education
Lake Forest College   2003 — 2007
International Relations, History

Buffalo Grove High School   1999 — 2003

Jeremy Snedegar Jeremy Snedegar Lemoyne, Pennsylvania Details
Jeremy Snedegar's Wells Fargo Advisors, LLC Experience December 1993 - Present
Job Vice President, Complex Administration Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   December 1993 - Present

Education
Liberty University
Masters of Business Administration

Liberty University
BS, Business Administration

John Read John Read New London/Norwich, Connecticut Area Details
John Read's Wells Fargo Advisors, LLC Experience May 2007 - August 2012
Job Assistant Vice President, Financial Consultant, CRPC, Five Star Wealth Manager
Industry Financial Services
Experience
Citizens Investment Services  September 2012 - Present
Wells Fargo Advisors, LLC   May 2007 - August 2012
Wachovia Securities  January 2008 - December 2009
AG Edwards & Sons  March 2007 - January 2008
Atlantic Financial Services / Mortgage Matchmaker   February 1992 - May 2007
General Physics  September 1991 - February 1992
Analysis & Technology  June 1982 - August 1991
Kaman Aerospace Corp   March 1979 - June 1982
Electric Boat  September 1973 - March 1979
Hartford National Bank  September 1970 - June 1973

Skills
Investments, Financial Advisory, Retirement Planning, Estate Planning, College Savings Plans, 401k Rollovers, Life Insurance, Variable Annuities, Indexed Annuities, Wealth Management, Retirement, Mutual Funds, IRAs, Insurance, Portfolio Management, Mortgage Lending, Series 7, Investment Advisory, 401k, Management, Integrity, Series 63, Loans, Strategic Financial..., Fixed Annuities, Investment Strategies, Asset Allocation, Securities, Wealth, Finance, Financial Planning, Long-term Care, Series 65

Education
Lehigh University   1965 — 1969
BS, Marketing

Tabor Academy   1961 — 1965
HS, College Prep

Marc Sidney Marc Sidney Canajoharie, New York Details
Marc Sidney's Wells Fargo Advisors, LLC Experience March 2012 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 2012 - Present
Credit Suisse  September 2009 - March 2012

Skills
Series 7, Wealth Management, Mutual Funds, Asset Allocation, Investment Advisory, Series 63, Portfolio Management, Investments, Investment Strategies, Uniform Combined State..., Alternative Investments, Equities, Fixed Income, Retirement Planning, Securities

Education
Le Moyne College   1997 — 2001
Bachelor of Business Administration (BBA), Finance and Financial Management Services

Josh Fisher, CRPC® Josh Fisher, CRPC® Canton, Ohio Area Details
Josh Fisher, CRPC®'s Wells Fargo Advisors, LLC Experience July 2008 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2008 - Present
Home Loan Financial Services, Inc.   June 2003 - July 2008
House of G.A. Fisher Jewelers   November 1995 - June 2003

Education
Indiana Wesleyan University   2000 — 2003
B.S., Management and Finance

River View High School   1996 — 2000

Paul Bobal Paul Bobal Houston, Texas Area Details
Paul Bobal's Wells Fargo Advisors, LLC Experience 2003 - Present
Job
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2003 - Present

Skills
Leadership, New Business Development, Relationship Management, Training and Development, Compliance, Management, Recruiting, Finance

Education
Indiana University of Pennsylvania   1976 — 1980
Bachelor of Arts

Candice Epp Candice Epp Greater New York City Area Details
Candice Epp's Wells Fargo Advisors, LLC Experience January 2009 - August 2011
Job Investment Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  August 2011 - Present
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC)   January 2009 - August 2011
Wells Fargo Advisors, LLC   January 2009 - August 2011
AllianceBernstein Institutional Investements   1994 - 2003

Skills
Series 7, Series 65, Series 63, Mutual Funds, Client Services, Wealth Management, Asset Management, Finance, Investments, Asset Allocation, Securities

Education
Lehigh University   1990 — 1994
BS, Business

Joel Pergolski Joel Pergolski Wausau, Wisconsin Area Details
Joel Pergolski's Wells Fargo Advisors, LLC Experience March 2007 - January 2013
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2013 - Present
Wells Fargo Advisors, LLC   March 2007 - January 2013
Applied Portfolio Management Group   May 2006 - May 2008
River Valley Bank  2006 - 2007

Education
Michigan Technological University   2004 — 2008
BS, Finance

Kungliga tekniska högskolan   2006 — 2007
Masters of Science, Economics

DC Everest High School

Jeff Kline Jeff Kline Harrisburg, Pennsylvania Area Details
Jeff Kline's Wells Fargo Advisors, LLC Experience June 2007 - March 2013
Job Senior Financial Advisor at Stonebridge Financial Group
Industry Financial Services
Experience
Stonebridge Financial Group   March 2013 - Present
Wells Fargo Advisors LLC  June 2007 - March 2013
Paychex  November 2003 - June 2007
Newell Rubbermaid  May 2001 - September 2003

Skills
Sales, Account Management, New Business Development, Marketing, Defined Contribution, Defined Benefit, Non-Qualified Deferred..., ESOP, 401k, Financial Analysis, Networking, Wealth Management, Retirement Planning, Customer Service, Small Business, Management, Investments, Finance, Leadership, Team Building, Employee Benefits, Retirement, Insurance

Education
Lebanon Valley College   1997 — 2001
BS, Business and Marketing

Elizabethtown

Curtis terKuile Curtis terKuile Greater New York City Area Details
Curtis terKuile's Wells Fargo Advisors, LLC Experience December 2008 - Present
Job Managing Director Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   December 2008 - Present
SMITH BARNEY  1998 - 2008
Merrill Lynch  1993 - 2000
amex publishing   1998 - 1999
amex publishing   1998 - 1999
amex publishing   1998 - 1999

Skills
Investments, Alternative Investments, Asset Allocation, Sales, Equities, Fixed Income, Hedge Funds, Retirement Planning, Mutual Funds, Series 63, Loans, Real Estate, Series 7, Strategic Financial..., Financial Analysis, Estate Planning..., Financial Planning, Financial Services, Management

Education
Ithaca College   1980 — 1984
BS, BUS ADMIN

litchfield high

Randi Johnson Randi Johnson Richmond, Virginia Area Details
Randi Johnson's Wells Fargo Advisors, LLC Experience 2005 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
Financial Associates, LLP   June 2011 - Present
Solution Consultants  2010 - 2010
Wachovia Securities, LLC  November 2005 - April 2009
Wells Fargo Advisors, LLC   2005 - 2009
Wachovia Securities, LLC  November 2004 - November 2005
Wachovia Securities, LLC  April 2004 - November 2004
Wachovia Securities, LLC  July 1998 - April 2004
Prudential Securities  August 1988 - July 1998

Skills
Series 7, Business Development, Corporate Communications, Financial Services, Management, Marketing Communications, Project Management, Securities, Series 24, Series 63, Strategy

Education
James Madison University   1984 — 1988
BS/BA, Political Science, English

Eileen Sokolowsky Eileen Sokolowsky Raleigh-Durham, North Carolina Area Details
Eileen Sokolowsky's Wells Fargo Advisors, LLC Experience September 2008 - October 2010
Job Consumer Loan Underwriter III at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage  March 2012 - Present
Seterus, Inc (formerly IBM, LBPS, Inc)   October 2010 - April 2012
Wells Fargo Advisors LLC  September 2008 - October 2010
Chase Home Finance  1997 - 2008
JPMorgan Chase  1997 - 2008

Education
LIU Post   1970 — 1973
BS, Education

Don Cobb Don Cobb Indianapolis, Indiana Area Details
Don Cobb's Wells Fargo Advisors, LLC Experience March 1997 - Present
Job Senior Vice Presidents Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 1997 - Present
Square D Company  January 1988 - March 1997

Education
Purdue University   1983 — 1987
BSEE, Electical Engineering

Indiana Wesleyan University
MBA, Business

James Percifield James Percifield Greater Chicago Area Details
James Percifield's Wells Fargo Advisors, LLC Experience November 2014 - Present
Job Managing Director Investments, Branch Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 2014 - Present
UBS Wealth Management  November 2008 - November 2014
Merrill Lynch  1994 - November 2008

Education
Indiana University-Northwest   1985 — 1989
BS, Accounting

Joseph Michael Grappone Joseph Michael Grappone Richmond, Virginia Area Details
Joseph Michael Grappone's Wells Fargo Advisors, LLC Experience April 2009 - Present
Job First Vice President Investments Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2009 - Present
Qimonda North America  July 2000 - February 2009
Universal Leaf Tobacco Company  June 1987 - June 2000

Skills
Investments, Financial Analysis, Finance, Credit, Financial Modeling, Cross-functional Team..., Due Diligence, Risk Management, Business Analysis, Budgets, Process Improvement

Education
University of Richmond - Robins School of Business   1988 — 1990
MBA, finance

James Madison University   1983 — 1987
BBA, Finance

Kenneth K. Beesmer Kenneth K. Beesmer Kingston, New York Details
Kenneth K. Beesmer's Wells Fargo Advisors, LLC Experience January 2009 - Present
Job Senior Vice President Investment Officer, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2009 - Present

Education
Lehigh University - College of Business and Economics   1988 — 1992
BS, Finance, Marketing

United States Military Academy at West Point

United States Military Academy at West Point

Ryan Kaufman Ryan Kaufman Oshkosh, Wisconsin Area Details
Ryan Kaufman's Wells Fargo Advisors, LLC Experience 2007 - November 2009
Job Senior accountant at Schenck SC
Industry Accounting
Experience
Schenck SC  August 2012 - Present
Werner Electric Supply  August 2011 - August 2012
The Melting Pot  November 2009 - August 2011
Wells Fargo Advisors, LLC   2007 - November 2009

Skills
•Excellent time..., •Goal oriented while..., •Impeccable..., •Advanced knowledge in..., •Working knowledge..., Microsoft Excel, Access, Outlook, PowerPoint, Customer Service, Accounting, Finance, Financial Analysis, Financial Reporting, Auditing, Financial Accounting, Accounts Payable, Accounts Receivable, GAAP, Financial Statements

Education
Lakeland College   2010 — 2012
BA, Accounting, 3.5

University of Wisconsin-Oshkosh   2003 — 2007
BBA, Finance

Milwaukee Area Technical College   1998 — 2001
Associate, Police Science

JD Ingalls, MBA JD Ingalls, MBA Cleveland/Akron, Ohio Area Details
JD Ingalls, MBA'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
State Farm  January 2013 - April 2014

Skills
Financial Guidance, Retirement Planning, Investment Strategies, Investment Risk...

Education
Lake Erie College   2012 — 2013
Master of Business Administration (MBA), Business Administration

Lake Erie College   2008 — 2012
Bachelor of Science (BS), Business Admin., Sport Management, Legal Studies

Timothy P. Scanlan Timothy P. Scanlan Ebensburg, Pennsylvania Details
Timothy P. Scanlan's Wells Fargo Advisors, LLC Experience July 2002 - Present
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2002 - Present

Skills
Retirement Income..., Investment Risk...

Education
Juniata College   1997 — 2001
Bachelor of Science (B.S.), Accounting

Len Zaccagnino Len Zaccagnino Greater New York City Area Details
Len Zaccagnino's Wells Fargo Advisors, LLC Experience September 2011 - July 2012
Job Capital Markets & Asset Management Analyst at Swiss Re
Industry Financial Services
Experience
Swiss Re  January 2014 - Present
Swiss Re  March 2013 - Present
Swiss Re  2013 - 2015
Swiss Re  2013 - 2015
Swiss Re  2013 - 2015
IAT Interactive   December 2012 - March 2013
Wells Fargo Advisors, LLC   September 2011 - July 2012
Wells Fargo Advisors, LLC   September 2010 - August 2011
LCJ Associates   May 2010 - August 2010
Equinox Fitness  January 2007 - January 2010

Skills
Microsoft Office, Bloomberg Terminal, Thompson One, Equities, Financial Analysis, Portfolio Management, Bloomberg, Capital Markets, Series 7, Access, Securities, Mutual Funds, Asset Allocation, Series 63, Trading, Bonds, Fixed Income, Financial Modeling, Microsoft Excel, Finance, Microsoft Word, PowerPoint, Asset Management

Education
Iona College   2007 — 2011
Bachelors of Science, Finance

Curtis ter Kuile Curtis ter Kuile Greater New York City Area Details
Curtis ter Kuile's Wells Fargo Advisors, LLC Experience December 2008 - Present
Job Managing Director Investments
Industry Investment Management
Experience
Wells Fargo Advisors LLC  December 2008 - Present
Smith Barney  November 1998 - December 2008
Merrill Lynch  August 1993 - December 1998

Skills
Investments, Retirement, Salesforce.com, Sales, Advertising, Prime Brokerage, Alternative Investments, Asset Allocation, Securities, Investment Advisory, Investment Management, Investment Strategies, Bonds, Wealth Management, Leveraged Finance, Equity Trading, Financial Advisory, Estate Planning, Finance

Education
Ithaca College   1980 — 1984
Bachelor of Science

Litchfield High School   1976 — 1980

Thomas Whelan CFP® Thomas Whelan CFP® Miami/Fort Lauderdale Area Details
Thomas Whelan CFP®'s Wells Fargo Advisors, LLC Experience 1994 - Present
Job First Vice PresidentInvestments at The Whelan/Goodchild/Whelan Financial Strategies Group of Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   1994 - Present
IBM  1984 - 1992

Skills
Retirement Planning, Asset Allocation, Investment Advisory, Retirement, Mutual Funds, Portfolio Management, Alternative Investments, Investment Strategies, Securities, Investments, Equities, Fixed Annuities, IRAs, Investment Management, Financial Analysis, Fixed Income, Wealth Management..., Variable Annuities, Equity Indexed Annuities, Strategic Investment..., Options, Wealth Management, Strategic Planning, Series 7, Asset Management, Wealth, Series 63, Venture Capital

Education
Lehigh University   1980 — 1984
Bachelor's Degree, Electrical Engineering

Patricia Garibaldi Patricia Garibaldi New York, New York Details
Patricia Garibaldi's Wells Fargo Advisors, LLC Experience September 2014 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 2014 - Present
RBC Wealth Management  August 2006 - September 2014
Emmet & Co.   2005 - 2006
Wolfe & Hurst Bond Brokers   2001 - 2005
Salomon Smith Barney  1989 - 2001
Shearson Lehman Brothers  1982 - 1989

Education
Lafayette College
Bachelor's degree, Economics

Brian Uhlinger Brian Uhlinger Altoona, Pennsylvania Area Details
Brian Uhlinger's Wells Fargo Advisors, LLC Experience 2009 - Present
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2009 - Present
Ananke Renewable Energy Corporation   2003 - 2009
Strategic Financing Solutions, LLC   2002 - 2009
Public Finance Consultants, Inc.   1997 - 2002
Delta Development Group, Inc.   1992 - 1997

Education
University of Toronto   1990 — 1991
M.A., Political Science

Kenyon College   1986 — 1990
A.B., Political Science, Magna Cum Laude

David Hennon David Hennon Pasadena, California Details
David Hennon's Wells Fargo Advisors, LLC Experience October 2008 - Present
Job First V.P. Investments at WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC)
Industry Financial Services
Experience
WELLS FARGO ADVISORS, LLC   October 2008 - Present
A.G. Edwards & Sons, Inc.   October 1990 - May 2007

Education
Indiana University Bloomington   1965 — 1969
B.S., Marketing

Kate Bouterie Kate Bouterie Leesburg, Virginia Details
Kate Bouterie's Wells Fargo Advisors, LLC Experience May 2012 - October 2012
Job Consultant at SelfEmployed
Industry Writing and Editing
Experience
Mutual of Omaha  October 2013 - March 2014
Whitney Investment Services   August 2013 - October 2013
Wells Fargo Advisors, LLC   May 2012 - October 2012
Prudential Financial  June 2010 - May 2012
CCNO Development, LLC   October 2009 - June 2010
Ameriprise Financial (Formerly American Express Financial Advisors)   October 2005 - November 2009
Presidential Classroom  2004 - 2005

Skills
Strategic Financial..., Retirement Planning, Training, Investment Strategies, Public Speaking, Event Planning, Series 7, Marketing, Retirement, Insurance, Investment Advisory, Coaching, 401k, Uniform Combined State..., Estate Planning, Asset Allocation, Financial Advisory, Life Insurance, FINRA, Disability Insurance, Long-term Care, Event Management, Public Relations, Time Management, Mutual Funds, Investments, Business Development, Strategic Planning, Fixed Annuities, Financial Planners, Wealth Management, IRAs, 401k Rollovers, Term Life Insurance, Securities, Customer Relations, Communications, Writing, Marketing Strategy, Fundraising, Team Building, Non-profits, Leadership Development, Recruiting, Strategic Communications, Financial Services, Corporate Communications, Management, Leadership, Customer Service

Education
University of Maryland College Park   1998 — 2000
BA, Journalism, Minor Film Studies

La Salle University   1996 — 1998
Communication

St. John's College H.S.   1992 — 1996

Michael A. Walsh, AAMS®, CRPC® Michael A. Walsh, AAMS®, CRPC® Morrisville, Pennsylvania Details
Michael A. Walsh, AAMS®, CRPC®'s Wells Fargo Advisors, LLC Experience 1977 - Present
Job Retirement Planning Counselor, VPInvestment Officer, @ Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   1977 - Present
Renneisen, Renneisen & Renfield   May 1975 - June 1977
US Army  June 1972 - August 1975

Skills
Investments, Retirement Planning, Securities, Investment Strategies, Asset Allocation, Portfolio Management, Asset Management, Finance, Retirement, Financial Advisory, Investment Management, Insurance, Fixed Annuities, Life Insurance, Wealth Management, Financial Analysis, Credit, Mortgage Lending, Bonds, Wealth, Management, Series 7, Series 8, Risk Management, Variable Annuities, Retirement Income..., Leadership, Process Improvement, Analysis, Team Building, Microsoft Office, Program Management

Education
La Salle University - School of Business Administration   1968 — 1972
BS, Business Administration

Marquita Auffenberg Marquita Auffenberg Saint Louis, Missouri Details
Marquita Auffenberg's Wells Fargo Advisors, LLC Experience January 2012 - March 2014
Job Regional Supervisor 1, Field Services Control Group at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  March 2014 - Present
Wells Fargo Advisors, LLC   January 2012 - March 2014
NutraMetrix  January 2009 - January 2012
Market America  March 1985 - January 2012
Marquita Auffenberg, Landscape Architect   January 1985 - January 2012
Doncaster Extraordinary Clothing for Extrarodinary Women   December 2006 - February 2009
Bank of America  September 2004 - October 2005
Stifel Nicolaus  October 1988 - October 1989
Merrill Lynch  October 1987 - October 1988
Benedict Sutherland Dusterberg   October 1983 - October 1985

Skills
Design, Public Speaking, Microsoft Office, PowerPoint, Customer Service, Small Business, Marketing, Sales, Team Building, Microsoft Excel, Social Media, Coaching, Microsoft Word, Entrepreneurship, Event Planning, Social Networking, Retail, Social Media Marketing, Marketing Strategy, Strategic Planning, Research, Non-profits, New Business Development, Sales Management, Leadership

Education
Landmark Education   1992 — 2011
Curriculum for Living, Breakthrough Technology

University of Virginia   1973 — 1978
B.S., Landscape Architecture

Villa Duchesne   1969 — 1973
High School

Kevin Ragon Kevin Ragon Phoenix, Arizona Area Details
Kevin Ragon's Wells Fargo Advisors, LLC Experience March 2013 - Present
Job Financial Advisor at Wells Fargo Advisors. LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 2013 - Present
Edward Jones  April 2009 - March 2013
The Hartford  March 2007 - November 2008
The Hartford Insurance Group  February 2006 - March 2007
The Hartford Insurance Group  March 2005 - February 2006
David Queen State Farm Agency   January 2003 - March 2005

Skills
Retirement Planning, Investments, Insurance, Risk Management, Mutual Funds, Retirement, Asset Allocation, Investment Strategies, Investment Planning, Financial Advisory, IRAs, 401k Rollovers, 401k, Life Insurance, Customer Service, Market Analysis, Team Building, Leadership, Fixed Annuities, Negotiation, Strategic Planning, Coaching, Succession Planning, Financial Analysis, Annuities, Customer Relations, Management, Forecasting, Budgeting, Valuation, Compliance, Problem Solving, Business Planning, New Business Development, Conflict Resolution, Underwriting, Mentoring, Consultative Selling, Strategic Investments

Education
University of Iowa   1999 — 2002
B.B.A, Finance, 3.69

Kirkwood Community College   1997 — 1998
Associate of Arts (A.A.), Liberal Arts, General Studies, 3.64

Antoinette Davis Antoinette Davis Charlottesville, Virginia Details
Antoinette Davis's Wells Fargo Advisors, LLC Experience October 2007 - April 2013
Job Clinical Applications Analyst at University of Virginia Health System
Industry Hospital & Health Care
Experience
University of Virginia Health System  April 2013 - Present
Pride Rock Consulting   October 1998 - March 2014
Wells Fargo Advisors, LLC   October 2007 - April 2013
Networking Technologies and Support, Inc.   September 2007 - October 2007
Swedish Match North America  March 2007 - June 2007
University of Virginia Health System  June 2004 - August 2006
University of Virginia Health System  October 2003 - June 2004
Panhandle Plains Historical Museum   March 1999 - July 2003
Lockheed Martin Information Technology  1998 - 1999

Skills
Project Management, Consulting, Technical Support, Desktop Administration, Corporate Security, Security, Active Directory, Troubleshooting, Program Management, Windows, Networking, Process Improvement, Team Leadership, Software Documentation, Analysis, Windows 2003 Server, Windows 2008 Server, Remedy AR System, Learning Management..., Desktop Support..., Desktop Application..., Sarbanes-Oxley, Compliance, Risk Assessment, Risk Management, Access Control..., Corporate Finance, Business Process..., Information Security, Information Technology, Windows Server, Disaster Recovery, CISSP, Cisco Technologies, Servers, SDLC, Network Administration, Integration, Operating Systems, Microsoft Exchange, Unix, Databases, Linux, Visio, Access, System Administration, Leadership, MS Project

Education
University of Phoenix   2001 — 2003
M.S., Computer Information Systems

Millersville University of Pennsylvania   1994 — 2000
B.S., Biology/Pre-Medicine

Lebanon Valley College   1988 — 1991
Bachelor of Science (B.S.), English/Secondary Education

Nazareth Academy   1984 — 1988

Gina Potter Wilson, ChFC Gina Potter Wilson, ChFC Washington D.C. Metro Area Details
Gina Potter Wilson, ChFC's Wells Fargo Advisors, LLC Experience February 2009 - Present
Job Assistant Vice President Investments; Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2009 - Present
Morgan Stanley  1998 - 2004
SunTrust Bank  1994 - 1998
Maryland National Bank  1991 - 1994

Skills
Investments, Series 7, Strategic Financial..., Retirement Planning, Wealth Management, Securities, Series 63, Mutual Funds, Investment Advisory, Estate Planning, Financial Advisory

Education
The American College   1988 — 1990
Chartered Financial Consultant, Investments, Insurance

James Madison University   1978 — 1982
Bachelor of Science, Economics

Jennifer Suleman, CRPS® Jennifer Suleman, CRPS® Miami, Florida Details
Jennifer Suleman, CRPS®'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
Morgan Stanley  January 2006 - February 2012

Skills
Investments, Retirement, Mutual Funds, Wealth Management, Finance, Insurance, Customer Service, Asset Allocation, Strategic Financial..., Financial Planning, Communication, Financial Analysis, Portfolio Management

Education
Johnson and Wales University   2001 — 2004
BS, Advertising/Marketing

Mina Consarino Mina Consarino Melville, New York Details
Mina Consarino's Wells Fargo Advisors, LLC Experience August 2014 - Present
Job FVP Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2014 - Present
JPMorgan Securities, LLC  August 2010 - July 2014
JPMorgan Securities, LLC  August 2010 - July 2014
Merrill Lynch  February 2008 - August 2010

Education
Libera Università di Lingue e Comunicazione IULM
master, communication

Michele A. Gensel, CFP®, ADPA® Michele A. Gensel, CFP®, ADPA® Cleveland/Akron, Ohio Area Details
Michele A. Gensel, CFP®, ADPA®'s Wells Fargo Advisors, LLC Experience October 2011 - Present
Job Senior Vice President Complex Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2011 - Present
Wells Fargo Advisors, LLC   July 2011 - September 2011
Wells Fargo Advisors, LLC   August 2002 - June 2011
Marconi Communications  1989 - 2002

Skills
Risk Management, Financial Advisory, Investments, Financial Analysis, Asset Allocation, Insurance, Retirement, Financial Services, Finance, Securities, Series 7, Retirement Planning, Strategic Planning, Management, Mutual Funds, Budgets, Business Planning, Financial Planning, Business Strategy, Forecasting

Education
College For Financial Planning   2007 — 2007
CERTIFIED FINANCIAL PLANNER(TM)

Lehigh University - College of Business and Economics   1985 — 1989
Bachelors of Science

International School in Dusseldorf, Germany   1982 — 1985
High School

Penfield High School   1982 — 1985
High School

Bob Wolter Bob Wolter Greater San Diego Area Details
Bob Wolter's Wells Fargo Advisors, LLC Experience June 2001 - Present
Job Senior Vice President Complex Manager
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 2001 - Present

Skills
Asset Allocation, Mutual Funds, Alternative Investments, Investment Strategies, Retirement Planning, Securities

Education
The University of Georgia   1976 — 1979
MBA, Finance, General

Iowa State University   1970 — 1974
BS, Industrial Relations

Michael Weidner Michael Weidner Pittsford, New York Details
Michael Weidner's Wells Fargo Advisors, LLC Experience April 2009 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC  April 2009 - Present
Merrill Lynch  August 1993 - April 2009

Skills
Social Media, Finance, Investments, Management, Strategic Planning, Retirement Planning, Financial Analysis, Marketing, Estate Planning, Mutual Funds

Education
Ithaca College   1979 — 1983
Bachelor of Science (B.S.), Radio and Television

Stephen Bauer, CFP®, CRPC® Stephen Bauer, CFP®, CRPC® Spring, Texas Details
Stephen Bauer, CFP®, CRPC®'s Wells Fargo Advisors, LLC Experience January 2008 - April 2013
Job Wealth Adviser at United Capital Financial Advisers, LLC
Industry Financial Services
Experience
United Capital Financial Advisers, LLC  December 2014 - Present
Girard Securities  December 2014 - Present
Ameriprise Financial Services, Inc.   April 2013 - December 2014
Wells Fargo Advisors, LLC   January 2008 - April 2013
College Works Painting  August 2005 - December 2007
College Works Painting  August 2004 - August 2005
College Works Painting  March 2004 - August 2004

Skills
Investments, Retirement, Management, Leadership, Finance, Financial Analysis, Strategy, Analysis, Project Planning, Microsoft Excel, Financial Services, Strategic Financial..., Retirement Planning, Wealth Management, Insurance, Portfolio Management, Asset Management, Mutual Funds, Securities, Financial Advisory, Team Building, Marketing Strategy, Financial Planning

Education
University of Illinois at Urbana-Champaign   2003 — 2007
Bachelor of Science (BS), Consumer Economics and Finance

Kaplan University   2011 — 2012
CERTIFIED FINANCIAL PLANNER TM

Marvin Peterson Marvin Peterson Greater St. Louis Area Details
Marvin Peterson's Wells Fargo Advisors, LLC Experience March 1990 - Present
Job First Vice President Investment Officer at Wells Fargo Advisors LLC
Industry Investment Management
Experience
Wells Fargo Advisors LLC  March 1990 - Present
Paine Webber  June 1983 - February 1990

Skills
Financial Advisory, Investment Planning, Estate Investment..., Asset Allocation, 401K Rollovers, Retirement Planning, Risk Management, Wealth-Preservation...

Education
Kansas State University   1978 — 1982
BS, Economics

Kendell Anderson MAML, CIR, CDR Kendell Anderson MAML, CIR, CDR United States Details
Kendell Anderson MAML, CIR, CDR's Wells Fargo Advisors, LLC Experience August 2007 - February 2010
Job Manager Talent Acquisition&Retention. Driven HandsOn Leader Passionate About People, Strategy, Innovation&Diversity
Industry Human Resources
Experience
James River Insurance Company  July 2013 - Present
ADP  2010 - July 2013
Wells Fargo Advisors, LLC   August 2007 - February 2010
LandAmerica  September 2004 - December 2006
Bank of America  January 1992 - August 2002

Skills
Applicant Tracking..., Talent Acquisition, College Recruiting, Onboarding, Talent Management, Recruiting, Human Resources, Performance Management, Internet Recruiting, Employee Relations, Technical Recruiting, Sourcing, Workforce Planning, Cold Calling, Temporary Placement, Vendor Management, Coaching, Screening, Interviews, Training, Hiring, Management, Leadership, Strategy, Career Development, Career Counseling, Succession Planning, Executive Search, Personnel Management, Benefits Negotiation, Performance Appraisal, Team Building, Consulting, Sales, Job Descriptions

Education
Liberty University   2013 — 2014
Master's Degree, M.A. Management and Leadership

Virginia Commonwealth University   1989 — 1994
Bachelors, Political Science

Varina High School   1985 — 1989
Academic, Academic

John Biedenstein John Biedenstein Greater St. Louis Area Details
John Biedenstein's Wells Fargo Advisors, LLC Experience October 1997 - June 2010
Job Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  Director - Investment Management & Fiduciary Services
Wells Fargo Advisors, LLC   October 1997 - June 2010
A.G. Edwards & Sons, Inc.   October 1997 - 2008

Skills
Retirement Planning, Wealth Management, Financial Advisory, Retirement Plan..., Retirement, Series 7, Employee Benefits, Finance, Financial Services, 401k, Asset Management, Trust Services, Investment Advisory, Endowments, Foundations, Financial Reporting, Individual Pension Plans, Defined Benefit, Defined Contribution, Wealth Management..., Qualified Retirement..., Outsourcing, IT Solutions, IT Development, Legal Documents, Legal Compliance, Risk Management, Risk Assessment, External Audit, Intercompany Accounts, Intercompany..., Securities Lending, Employee Management, Procedure Manuals, Procedure Development, Procedure Review, Procedure Creation, Fiduciary, Fiduciary Services, Fiduciary Management, Benefit Plan..., Product Development, Product Management, Product Launch, Product Design, Investments, Mutual Funds, Asset Allocation, Investment Management, Voluntary Employee...

Education
Saint Louis University   1975 — 1979
BS BA, Accounting

John Cook School of Business at Saint Louis University
BS Accounting, Accounting

Jacob Drescher Jacob Drescher Greater Chicago Area Details
Jacob Drescher's Wells Fargo Advisors, LLC Experience December 2014 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Investment Management
Experience
Wells Fargo Advisors, LLC   December 2014 - Present
Grenzebach Glier & Associates  May 2013 - November 2014
Starlight Children's Foundation  January 2012 - December 2012
Make A Wish Foundation of Colorado  October 2010 - January 2012
Children's Oncology Services, Inc   September 2005 - August 2010
Children's Memorial Hospital  2003 - 2005

Skills
Nonprofits, Philanthropy, Grant Writing, Fundraising, Fundraisers, Board Development, Volunteer Management, Annual Giving, Strategy, Public Relations, Public Speaking, Marketing, Grants, Strategic Planning, Marketing Communications, Budgets, Event Planning, Planned Giving, Program Management

Education
Loyola University of Chicago - Graduate School of Business   2012 — 2013
MBA, Business Administration and Management, General

University of Denver - Daniels College of Business   2011 — 2011
MBA

Semester at Sea
International Study Abroad Program

Indiana University Bloomington   1997 — 2001
Bachelor of Arts, Business Management

Ciara Sutton Ciara Sutton Saint Louis, Missouri Details
Ciara Sutton's Wells Fargo Advisors, LLC Experience October 2014 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2014 - Present
Scrubs & Beyond  May 2012 - October 2014
Blockbuster  August 2008 - April 2012
Saint Louis University  August 2006 - May 2008

Skills
Investments, Financial Guidance, Sales, Customer Service, Customer Satisfaction, Retail, Microsoft Office, Time Management, Microsoft Excel, Management, Employee Training, Organization, Communication, Leadership, Data Entry, Inventory Control, Merchandising, Training, PowerPoint

Education
University of Missouri-Saint Louis   2011 — 2014
Bachelor of Science (BS), Business Administration and Management, General

Jefferson College
Associate of Arts (A.A.)

Brianne (Nichols) Roll Brianne (Nichols) Roll Indianapolis, Indiana Details
Brianne (Nichols) Roll's Wells Fargo Advisors, LLC Experience April 2014 - Present
Job Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2014 - Present
Aerotek  April 2010 - April 2014
Woodforest National Bank  May 2007 - April 2010

Skills
Human Resources, Customer Service, Payroll, Data Entry, Creative Problem Solving, Written & Oral..., Auditing, Communication Skills, Organization, Organization &..., Highly detail oriented, Resourceful..., Time Management, Employee Benefits, Staffing Services, Recruiting, Talent Management

Education
Indiana University Bloomington   2006 — 2011

DAVID MARTINEZ II DAVID MARTINEZ II Dallas, Texas Details
DAVID MARTINEZ II's Wells Fargo Advisors, LLC Experience January 2013 - August 2015
Job Wealth Advisor
Industry Financial Services
Experience
DM2 Financial Services   September 2015 - Present
Mi Escuelita Preschools Inc.  May 2014 - Present
Wells Fargo Advisors, LLC   January 2013 - August 2015
Wells Fargo  February 2001 - January 2013

Skills
Account Management, Team Building, Leadership, Sales, New Business Development, Banking, Coaching, Cold Calling, Customer Retention, Customer Satisfaction, Customer Service, Finance, Insurance, Public Speaking, Time Management

Education
Southern Methodist University   1994 — 1999
Bachelor of Arts (B.A.), Political Science and International Studies

LeTourneau University   2005 — 2007
MBA, International Mgmt

Nitin Parekh Nitin Parekh Daytona Beach, Florida Area Details
Nitin Parekh's Wells Fargo Advisors, LLC Experience March 1996 - Present
Job Financial Advisor at Wells Fargo Advisors LLC
Industry Investment Management
Experience
Wells Fargo Advisors LLC  March 1996 - Present
Mafatlal finance   1993 - 1997
Reliance Capital, India   March 1989 - February 1992

Skills
Investments, Finance, Corporate Finance, Securities, Financial Services, Financial Structuring, IPO, Financial Advisory, Mutual Funds, Accounting, Project Finance, Cash Management, Equities, Retirement Planning, Fixed Income, Investment Strategies, International Business, Alternative Investments, Financial Markets, Options, Insurance, Hedge Funds

Education
Institute of Company Secretaries of India   1980 — 1984
Professional-FCS, Corporate & Econimic Laws

All India Business Management   1979 — 1982
AIMA, Business/Managerial Economics

University of Mumbai   1978 — 1980
PG Business Management, International Finance & Business Management

University of Bombay   1977 — 1980
LL.B - Bachelor of Law, Economic Legislation & Corporate Law

B.S.at Poddar College, University of Bombay,India   1974 — 1977
B.S, Account, Finance & Economics

Diana Dawson Diana Dawson Cedarburg, Wisconsin Details
Diana Dawson's Wells Fargo Advisors, LLC Experience March 2009 - June 2014
Job Compliance Specialist at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors  February 2015 - Present
Wells Fargo Advisors, LLC   March 2009 - June 2014
UBS  May 1995 - December 2008

Education
Indiana Wesleyan University   2001 — 2003
Bachelor's Degree, Business Administration

International Business College   1994 — 1995
Associate's Degree, Accounting

Robert Metzfield Robert Metzfield Greater Philadelphia Area Details
Robert Metzfield's Wells Fargo Advisors, LLC Experience December 2014 - Present
Job Vice President M&A Advisory Services at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   December 2014 - Present
Goldman Sachs 10,000 Small Businesses Initiative  July 2014 - Present
Regional Valuation Firm   2011 - 2013
Navigant Capital Advisors  2009 - 2010
American Appraisal Associates  2007 - 2008
Grant Thornton LLP  2004 - 2007
Deloitte  1996 - 2003
US Navy  1979 - 1984

Skills
Business Valuation, Mergers & Acquisitions, Finance, Corporate Finance, Valuation, IFRS, Investment Banking, Accounting, Auditing, Divestitures, Equities, Acquisitions

Education
Temple University - Fox School of Business and Management
MBA, Masters of Business Administration

La Salle University
BS, Chemistry

Andy Parrish Andy Parrish Indianapolis, Indiana Area Details
Andy Parrish's Wells Fargo Advisors, LLC Experience April 2002 - May 2012
Job Vice President/Financial Advisor at Greenway Advisors
Industry Financial Services
Experience
Greenway Advisors   May 2012 - Present
Wells Fargo Advisors, LLC   April 2002 - May 2012
CIC Enterprises  April 2000 - April 2002

Skills
Finance

Education
Indiana University Bloomington   1995 — 1998
BA, History, Mathematics, Biology

Jeremy Rogue Vlach, CIMA® Jeremy Rogue Vlach, CIMA® Bend, Oregon Details
Jeremy Rogue Vlach, CIMA®'s Wells Fargo Advisors, LLC Experience May 2009 - Present
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2009 - Present
Smith Barney  November 1999 - March 2009

Skills
Investments, Retirement Planning, Fixed Annuities, Mutual Funds, Retirement, 401k Rollovers, 401k, Asset Allocation, Alternative Investments, Wealth, Investment Strategies, IRAs, Disability Insurance, Retirement Income..., Saving for Education, Wealth Preservation..., Annuities, Insurance Planning, 529 Plans, Long Term Care, Wealth Transfer, IRA's, Financial Planning

Education
Lewis and Clark College   1995 — 1999
BA, Business

Lake Oswego High School   1992 — 1995

Shane Unsworth Shane Unsworth Chattanooga, Tennessee Area Details
Shane Unsworth's Wells Fargo Advisors, LLC Experience May 2007 - May 2011
Job Financial Advisor
Industry Financial Services
Experience
UBS Financial Services INC  May 2011 - Present
Wells Fargo Advisors, LLC   May 2007 - May 2011
Regions Bank  May 2006 - May 2007
Amsouth Bank  2006 - 2007

Education
Lee University   2000 — 2005
Bachelor of Science, Christian Ministries

Model High School   1996 — 2000

Barbara Cardinal-Sorge Barbara Cardinal-Sorge Killeen/Temple, Texas Area Details
Barbara Cardinal-Sorge's Wells Fargo Advisors, LLC Experience December 2005 - Present
Job Vice President Investments Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   December 2005 - Present
Morgan Stanley  1989 - 2005
Lingenfelter Brill   1975 - 1986

Skills
Retirement Planning, Investments, Insurance, Fixed Annuities, Retirement, Marketing, Management, 401k, Fixed Income, Mergers & Acquisitions, Program Management, Accounting, Mutual Funds, Bonds, Securities, Estate Planning...

Education
Kent State University   1966 — 1970
Bachelor of Science in Education, Spanish, business management and psychology

Kent State University   1966 — 1970
Spanish, Psychology and Office Administration

Chris J. Pedersen Chris J. Pedersen Des Moines, Iowa Area Details
Chris J. Pedersen's Wells Fargo Advisors, LLC Experience November 2010 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 2010 - Present
Wells Fargo Financial  June 1993 - November 2010

Education
Iowa State University - College of Business   1988 — 1993
BA, Finance

John W. Farrell V John W. Farrell V Charlotte, North Carolina Details
John W. Farrell V's Wells Fargo Advisors, LLC Experience June 2011 - July 2012
Job Financial & Quantitative Analyst at American City Business Journals
Industry Financial Services
Experience
American City Business Journals  March 2014 - Present
Wells Fargo Advisors  July 2012 - December 2013
Wells Fargo Advisors, LLC   June 2011 - July 2012
Wells Fargo  August 2010 - June 2011
Wells Fargo Financial  May 2010 - August 2010

Skills
Financial Analysis, Series 7, Microsoft Office, Microsoft Excel..., Stata, SAS, Econometrics, Econometric Modeling, Microsoft Excel, Finance

Education
Indiana University of Pennsylvania   2006 — 2010
B.S.

University of North Carolina at Charlotte
Master's degree

Teed Welch Teed Welch Greater New York City Area Details
Teed Welch's Wells Fargo Advisors, LLC Experience July 1998 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 1998 - Present
Essex Manufacturing Inc   May 1994 - September 1997
Polly Peck International PLC/Capetronic USA, Inc   December 1989 - June 1994
Shawmut Bank of Boston NA   September 1979 - June 1984
Bank of America  June 1969 - September 1979

Skills
Finance, Investments, Capital Markets, Risk Management, Due Diligence, Equities, Fixed Income, Financial Reporting

Education
The University of Chicago   1978 — 1979
MBA, Finance & Accounting

Iowa State University   1965 — 1969
BS, Economics

Samuel Maltbie Samuel Maltbie Albany, New York Area Details
Samuel Maltbie's Wells Fargo Advisors, LLC Experience March 2007 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 2007 - Present

Education
University of Miami   1992 — 1994
M.A.

Le Moyne College   1988 — 1992
B.A.

James Aubry James Aubry Toledo, Ohio Details
James Aubry's Wells Fargo Advisors, LLC Experience June 1998 - Present
Job Associate Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 1998 - Present
River East Financial Group   August 1980 - June 1998
Gardner-Denver-Cooper Industries   July 1979 - August 1980
Alltransport, Inc. / Seaway Forwarding   August 1977 - September 1978

Education
University of Toledo   1974 — 1976
Bachelor of Business Administration (BBA), International Business & Transporation

John Carroll University   1972 — 1973

Donnell Wilson Donnell Wilson Baltimore, Maryland Area Details
Donnell Wilson's Wells Fargo Advisors, LLC Experience August 2014 - Present
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2014 - Present
Wells Fargo  April 2013 - August 2014
ESCO Ltd.   September 2011 - April 2013
Modern Woodmen of America  April 2009 - November 2011
Western & Southern Financial Group  July 2008 - October 2008
Edward Jones  July 2007 - April 2008
UPS  September 2001 - May 2007
UPS  August 1999 - September 2001
UPS  September 1996 - July 1999
UPS  March 1993 - August 1996

Skills
Strategic Planning, Project Planning, Accounting, Analysis, Managerial Finance, Staff Management, GAAP, Employee Training, Leadership, Retirement Planning, Sales, Insurance, Budgets, Team Building, Operations Management, Finance, Leadership Development, Coaching, Public Speaking, New Business Development, Team Leadership, Payroll, Customer Service, Training, Customer Satisfaction, Marketing, Forecasting, Microsoft Excel, Process Improvement, Account Management, Strategic Financial..., Negotiation, Management, Contract Negotiation, Program Management, Logistics, PowerPoint, Microsoft Office, Outlook, Recruiting, Accounts Payable, Time Management, Sales Management, Organizational..., Business Analysis, Investments, Management Consulting, Long Term Care Insurance, Financial Analysis, General Ledger

Education
Lindenwood University   1993 — 1999
Bachelor, Business Administration

Christ For The Nations   1984 — 1986
Associate of Arts, Theology

Baltimore Poly   1974 — 1978
College Preparatory, Engineering

Diana Subka Diana Subka Orland Park, Illinois Details
Diana Subka's Wells Fargo Advisors, LLC Experience May 2013 - October 2014
Job Registered Operations Lead at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2014 - Present
Wells Fargo Advisors, LLC   May 2013 - October 2014
Ameriprise Financial  July 2009 - May 2013
Wells Fargo Advisors  December 2006 - July 2009
Waddell & Reed  June 1999 - April 2005

Skills
Series 7, Insurance, Series 66, Financial Planning, Retirement Planning, Financial Advisory, Mutual Funds, Wealth Management, Retirement, Investment Advisory, Fixed Annuities, Asset Allocation, Investments, Long-term Care, Estate Planning, Investment Strategies, Series 63, Series 65, 401k Rollovers, Series 6, Life Insurance, Personal Financial..., Securities, Wealth, Portfolio Management, FINRA, Uniform Combined State..., Saving for Education, 401k, Asset Management, Finance, Financial Services, Strategic Financial..., Variable Annuities, IRAs, Financial Planners

Education
Joliet Junior College   2008 — 2013
Associate of Arts (AA), Psychology, 4.0

Tasha Dunne Tasha Dunne Greater St. Louis Area Details
Tasha Dunne's Wells Fargo Advisors, LLC Experience August 2011 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2011 - Present
Lindenwood University  June 2010 - Present
Edward Jones  January 1999 - April 2011

Education
Lindenwood University
MS, Marketing

Lindenwood University
BA, Marketing

Michael A. (Tony) Yakos Michael A. (Tony) Yakos Anderson, Indiana Details
Michael A. (Tony) Yakos's Wells Fargo Advisors, LLC Experience September 2007 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 2007 - Present
Remy International  October 2005 - September 2007
ADR International  January 2002 - October 2005
UPS  March 1997 - July 1999
US Army  June 1992 - June 1996

Skills
Retirement Planning, Risk Management, Insurance, Investment Strategies, Investment Planning, Wealth Pres, Tax -efficient..., Business Owner Planning

Education
Michigan State University - The Eli Broad Graduate School of Management   1999 — 2001
MBA, Supply Chain Management and Leadership

Indiana University   1996 — 1998
BA, Near Eastern Languages and Cultures

Defense Language Institute Foreign Language Center   1992 — 1994
Arabic

Lauren Matles Lauren Matles Chicago, Illinois Details
Lauren Matles's Wells Fargo Advisors, LLC Experience September 2008 - Present
Job Senior Financial Advisor, Senior Vice President Investments, at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 2008 - Present
LaSalle Financial Servies   April 2001 - September 2008
LASALLE BANK CORPORATION/ BANK OF AMERICA   April 2001 - September 2008

Education
Indiana University Bloomington   1992 — 1996

Ollie B. Harris, III Ollie B. Harris, III Houston, Texas Area Details
Ollie B. Harris, III's Wells Fargo Advisors, LLC Experience November 1993 - Present
Job Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 1993 - Present

Education
Rice University - Jesse H. Jones Graduate School of Management   2004 — 2006
Executive MBA

Morehouse College   1984 — 1988
B.A.in Banking & Finance

Bill. Drake Bill. Drake Greater New York City Area Details
Bill. Drake's Wells Fargo Advisors, LLC Experience April 2004 - Present
Job Complex Manager
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2004 - Present

Education
LIU Post   1976 — 1980

Richard J. Ranieri Richard J. Ranieri Woodbury, New York Details
Richard J. Ranieri's Wells Fargo Advisors, LLC Experience December 2011 - Present
Job Managing Director Financial Advisor Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   December 2011 - Present
Morgan Stanley Smith Barney  September 2005 - December 2011
Merrill Lynch  June 2000 - September 2005
Smith Barney  November 1984 - July 2000

Skills
Investments, Asset Allocation, Financial Services, High Net Worth..., Asset, Retirement Planning, Wealth Accumulation, Finance, Insurance, Financial Advisory, Financial Risk, Asset Management, Mutual Funds, Alternative Investments, Securities, Investment Strategies, Fixed Income, Creativity, Management, Writing

Education
LIU Post   1978 — 1980
BS in BA, Marketing

James J. Pomfret James J. Pomfret Lutherville Timonium, Maryland Details
James J. Pomfret's Wells Fargo Advisors, LLC Experience November 2006 - March 2013
Job Managing DirectorInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  March 2013 - Present
Wells Fargo Advisors, LLC   November 2006 - March 2013
Morgan Stanley  1991 - November 2006
Smith Barney  1986 - 1991
Merrill Lynch  1983 - 1986

Skills
Fixed Income, 401k, Asset Allocation, Strategic Planning, Investments, Insurance, Mutual Funds, Financial Analysis, Financial Services, Retirement Planning, Risk Management

Education
University of Massachusetts at Amherst - Isenberg School of Management   1967 — 1971

Pat Strong Pat Strong Greater St. Louis Area Details
Pat Strong's Wells Fargo Advisors, LLC Experience May 2008 - Present
Job Project Manager Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2008 - Present
A.G. Edwards & Sons, Inc.   October 2000 - May 2008
Lockheed Martin  July 1999 - October 2000

Skills
Visio, Business Analysis

Education
Lindenwood University   2000 — 2002
Master's, Management Information Systems

University of Missouri-Saint Louis   1995 — 2000
Bachelors, Finance

Tracy King, PMP Tracy King, PMP Richmond, Virginia Area Details
Tracy King, PMP's Wells Fargo Advisors, LLC Experience 2009 - 2009
Job Director of Service Excellence at Bon Secours Medical Group
Industry Human Resources
Experience
Bon Secours Medical Group   December 2009 - Present
Wachovia Securities, LLC  August 1992 - June 2009
Wells Fargo Advisors, LLC   2009 - 2009
Wachovia Securities, LLC  2003 - August 2006
Wachovia Securities, LLC  September 2001 - May 2003
Wachovia Securities, LLC  October 1999 - 2001
Wachovia Securities, LLC  1992 - 1999

Skills
Change Management, Organizational..., Leadership, Talent Management, Succession Planning, Training, Recruiting, Strategic Planning, Team Leadership, Personnel Evaluation, Performance Management, Onboarding, Customer Service, Project Management, Program Management, Team Building, Management, Leadership Development, Employee Relations

Education
James Madison University   1983 — 1987
BBA, Finance, Economics

Stephen November Stephen November Greater New York City Area Details
Stephen November's Wells Fargo Advisors, LLC Experience July 1998 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 1998 - Present
Flushing Hospital Medical Center  July 1987 - September 1994
New York University  1982 - 1985

Skills
Investments, Retirement Planning, Finance, Employee Benefits, 401k, Valuation, Personal Finance, Estate Planning, Fixed Annuities, Insurance, Retirement, Account Management, Mutual Funds, Analysis, Asset Allocation, Small Business, ERISA, Management, High Net Worth..., Marketing, Long-term Care, Saving for Education, Nonprofits, Budgets, Banking

Education
Ithaca College   1976 — 1980
Bachelor of Science, Health Administration

Terry Brehony Terry Brehony Greater Philadelphia Area Details
Terry Brehony's Wells Fargo Advisors, LLC Experience 2000 - Present
Job Branch Administrative Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2000 - Present
Prudential Securities  1979 - 2000

Education
La Salle University

Jennifer Peach Jennifer Peach Charlotte, North Carolina Area Details
Jennifer Peach's Wells Fargo Advisors, LLC Experience May 2008 - September 2012
Job Head of Operational Risk Management, International Group at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  October 2012 - Present
Wells Fargo Advisors, LLC   May 2008 - September 2012
Bank of America  September 2005 - February 2008
XtremeData Inc.   August 2003 - July 2005
ABN AMRO  August 1998 - October 2001
Harris Futures Corporation   June 1983 - June 1998
Harris Bank  1983 - 1998
Maduff & Sons   June 1981 - June 1983

Skills
Leadership, Change Management, Risk Management, Operational Risk..., Financial Analysis, Financial Reporting, MIS, Strategic Planning, Business Strategy, Strategic Financial..., Team Building, Mergers, Acquisition Integration, Derivatives, Banking, Reorg, Project Management, Mentoring, Coaching, Management, Finance, Strategy, Financial Services

Education
Northwestern University - Kellogg School of Management   1995 — 1997
Masters in Management, MBA, Finance

Knox College   1975 — 1979
BS, Economics

Glenn Holloway Glenn Holloway Greater Atlanta Area Details
Glenn Holloway's Wells Fargo Advisors, LLC Experience June 2008 - December 2009
Job Group Finance Officer at Regions Capital Markets/Regions Securities
Industry Financial Services
Experience
Regions Capital Markets/Regions Securities   October 2014 - Present
Wells Fargo Advisors  January 2010 - September 2014
Wells Fargo Advisors, LLC   June 2008 - December 2009
Wachovia Securities  2006 - 2008
Wachovia Securities, LLC  2004 - 2006
Wachovia Securities, LLC  2002 - 2004

Education
James Madison University   1997 — 2002
BBA International Business (Finance), International Business/Finance/French

David Elwood, CFP®, CRPC® David Elwood, CFP®, CRPC® Florham Park, New Jersey Details
David Elwood, CFP®, CRPC®'s Wells Fargo Advisors, LLC Experience April 2009 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2009 - Present
Smith Barney  May 1998 - April 2009
Paine Webber  May 1995 - May 1998

Skills
Wealth Management, Retirement Planning, Investments, Financial Advisory, Retirement Income..., Asset Management, Portfolio Management, Liability Management, Estate Investment..., Insurance, Variable Annuities, 401k Rollovers, Lending Solutions, Lifestyle Planning, Asset Managment, Financial Services, Retirement, Mutual Funds, Wealth, Financial Planners, Employee Benefits, Fixed Annuities, Asset Allocation, Series 7, Finance

Education
Syracuse University - Martin J. Whitman School of Management   1988 — 1992
Bachelor of Science

Kaplan University   2006 — 2007
Financial Planning Certificate, Financial Planning Certificate

Dave Brusco Dave Brusco Greater New York City Area Details
Dave Brusco's Wells Fargo Advisors, LLC Experience 2009 - 2011
Job Verizon Wireless
Industry Telecommunications
Experience
Verizon Wireless  March 2015 - Present
Verizon Wireless  2011 - March 2015
Wells Fargo Advisors, LLC   2009 - 2011
T-Mobile  2008 - 2009
Sprint Nextel  2005 - 2008

Skills
Business Relationship..., Risk Management, Integration, Entrepreneurship, Business Intelligence, Solution Selling, Business Development, Wireless, B2B, 4G, Direct Sales, LTE, Managed Services, Sales, Strategic Partnerships, Sales Operations, Sales Management, Cross-functional Team..., Management, Strategy, Account Management, VoIP, Networking, Salesforce.com, Mobile Devices, Sales Process, Telecommunications, CRM, Enterprise Software, Customer Retention, Cold Calling, Selling, Unified Communications, Channel Partners, SaaS, Sales Presentations, Professional Services, Customer Experience, Lead Generation, Mobile Technology, Product Marketing, Product Management

Education
Johnson State College   1996 — 2000
BA, History

Abby Burkholder Abby Burkholder Greater New York City Area Details
Abby Burkholder's Wells Fargo Advisors, LLC Experience May 1993 - Present
Job VPCommunications Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 1993 - Present
Citibank  July 1984 - May 1993

Skills
Series 7

Education
Lafayette College   1980 — 1984
BA, Government & Law

American School in London   1977 — 1980
High School

Terry Sandercock Terry Sandercock Allentown, Pennsylvania Area Details
Terry Sandercock's Wells Fargo Advisors, LLC Experience September 2006 - Present
Job Financial Advisor Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 2006 - Present
UBS Financial Services  March 2001 - September 2006

Skills
Investments, Retirement Planning, Mutual Funds, Finance, Asset Allocation, Retirement, Financial Advisory, Insurance, Investment Planning

Education
Lehigh University   1982 — 1983
MBA, Business

John Streett John Streett Greater St. Louis Area Details
John Streett's Wells Fargo Advisors, LLC Experience October 2011 - Present
Job Sales Manager, at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, llc   October 2011 - Present
Wells Fargo Advisors  2010 - 2011
Rosenblatt Securities  September 2009 - November 2010
Instinet LLC  March 2003 - November 2009
Thomson Reuters  December 2001 - February 2005
Bridge Trading Company  September 1989 - August 2003

Education
Lawrence University   1982 — 1986
BS, Government

MICDS   1976 — 1982

St. Louis Country Day School   1976 — 1982

Devlyn Lorenzen Devlyn Lorenzen Charlotte, North Carolina Area Details
Devlyn Lorenzen's Wells Fargo Advisors, LLC Experience September 1998 - Present
Job Senior Administrative Assistant at Wells Fargo Advisors
Industry Banking
Experience
Wells Fargo Advisors  February 2005 - Present
Wells Fargo Advisors, LLC   September 1998 - Present
Wachovia Securities Financial Network  October 2007 - September 2008

Skills
Felting, Art, Customer Service, Microsoft Office, Crochet, Outlook, Access, Microsoft Excel, Microsoft Word, Data Entry, PowerPoint, Highly detail oriented, Recruiting, Building Relationships, Administrative..., Team Building, Budgets, Office Management, Travel Planning, Expense Reports, Invoicing, Event Planning, Temporary Placement, Performance Management, Cultural Diversity, Executive..., Employee Training, Hiring, Office Administration, Travel Arrangements, Human Resources

Education
Iowa State University   1988 — 1992
BFA, Interior Design

jeff marlatt jeff marlatt Greater Chicago Area Details
jeff marlatt's Wells Fargo Advisors, LLC Experience January 2007 - Present
Job financial advisor at wells fargo
Industry Investment Management
Experience
Wells Fargo Advisors, LLC   January 2007 - Present
Robert W Baird  July 1987 - January 2008
First of Michigan Corporation  December 1982 - July 1987
Republic Steel Corporation  June 1974 - September 1982
republic steel  1974 - 1982

Education
Indiana University Bloomington   1970 — 1974
finance, business

Michael Choe Michael Choe Greater Los Angeles Area Details
Michael Choe's Wells Fargo Advisors, LLC Experience October 2014 - Present
Job
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2014 - Present
Genium International, Inc   March 2005 - Present
Miramar Brands Group, Inc.   May 2013 - September 2014
Miramar Brands Group, Inc.   March 2009 - September 2014
Cherokee Group   January 2000 - March 2005
Golf & Sports Club, Inc.   January 1994 - December 1999
Dean Witter Reynolds Inc.  June 1992 - February 1994

Education
University of Southern California - Marshall School of Business   1994 — 1996
Master of Business Administration (M.B.A.)

James Madison University   1987 — 1991
Bachelors of Business Administration

Brad Harber CRPC®, CRPS® Brad Harber CRPC®, CRPS® Greater Chicago Area Details
Brad Harber CRPC®, CRPS®'s Wells Fargo Advisors, LLC Experience November 2014 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC  November 2014 - Present
UBS Wealth Management  November 2008 - November 2014
Merrill Lynch  2005 - 2008

Education
Indiana University-Northwest   2002 — 2005
Business Administration

Charles McManus CFP(R) Charles McManus CFP(R) Greater New York City Area Details
Charles McManus CFP(R)'s Wells Fargo Advisors, LLC Experience August 2013 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2013 - Present
Morgan Stanley  December 2000 - August 2013
Paine Webber  1997 - 2000

Skills
Investments, Management, Fixed Income, Alternative Investments, Strategic Planning, Retirement Planning, Mutual Funds, Equities, Process Improvement, Team Building, Budgets, Business Planning, Competitive Analysis, New Business Development, Team Leadership

Education
Iona College   1987 — 1990
MBA

Manhattan College   1975 — 1979
BSEE, Electrical Engineering

Sterling Lane Sterling Lane Greater St. Louis Area Details
Sterling Lane's Wells Fargo Advisors, LLC Experience June 2013 - Present
Job Vice President, Upper Midwest Retirement Consultant Wells Fargo
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 2013 - Present
Wells Fargo  March 2008 - June 2013
Wachovia, A Wells Fargo Company  January 2005 - March 2008
Wachovia, A Wells Fargo Company  July 2004 - January 2005
Wachovia, A Wells Fargo Company  March 2003 - July 2004
TIAA-CREF  2001 - 2003

Skills
Fixed Annuities, Mutual Funds, Retirement Planning, Retirement, Investments, Life Insurance, Relationship Management, Series 7, Variable Annuities, IRAs, Sales Management, Financial Advisory, Finance, Wealth, Long-term Care, Management, Series 63, Estate Planning, Series 6, Sales, Financial Planners, Wealth Management, Long Term Care Insurance, Sales Operations, Leadership, Series 24, Financial Planning

Education
Lincoln University (MO)   1994 — 1998
BS, Business Admin.

Paul Fisch Paul Fisch Greater Philadelphia Area Details
Paul Fisch's Wells Fargo Advisors, LLC Experience November 2005 - Present
Job Paul Fisch First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 2005 - Present

Education
Germantown Acadamy   1986 — 1990

Indiana University Bloomington   1982 — 1986

Ted Woytowicz, CRPC Ted Woytowicz, CRPC Greater Chicago Area Details
Ted Woytowicz, CRPC's Wells Fargo Advisors, LLC Experience September 2000 - December 2010
Job Founded T. Wealth Management
Industry Financial Services
Experience
T. Wealth Management   May 2013 - Present
Collins Financial Planning Services, Inc.   December 2010 - April 2013
Wells Fargo Advisors, LLC   September 2000 - December 2010
Beckman Coulter  November 1985 - February 1998

Skills
Retirement, Wealth Management, FINRA, Financial Advisory, Unit Investment Trusts, Securities, Finance, Financial Services, Simple IRA, Team Building, SEP IRA, Variable Annuities, Qualified Retirement..., Executive Benefit..., Strategic Planning, Customer Service, Series 7, Sales Management, 529 Plans, Income for Life, Education Funding, Annuity Sales, Process Improvement, Portfolio Management, 401k Rollovers, College Savings Plans, Roth IRA, Traditional IRA, Protection..., 403 b, AAMS, Municipal Bonds, College Funding..., Holistic Financial..., Risk Management, Negotiation, New Business Development, Marketing Strategy, Microsoft Excel, Estate Planning, Registered Investment..., Saving for Education, College Education..., CRPC, Tax Free Income, Rollovers, Mutual Funds, Asset Allocation, Risk Assessment

Education
Iowa State University
Bachelor of Science

Daniel Aulizia Daniel Aulizia Youngstown, Ohio Area Details
Daniel Aulizia's Wells Fargo Advisors, LLC Experience October 2005 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC  October 2005 - Present

Education
John Carroll University   1998 — 1999
MBA, Finance

Karen Haywood Karen Haywood Greater St. Louis Area Details
Karen Haywood's Wells Fargo Advisors, LLC Experience November 2008 - Present
Job Business Analyst | Network Marketing | Home & Small Business Prosperity & Savings Developer
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 2008 - Present
Shopping Sherlock  February 2013 - Present
Wachovia Securities formerly known as A.G.Edwards & Sons, Inc   May 1996 - November 2008
A.G. Edwards   1996 - 1998

Skills
Data Mapping, Business Requirements, SDLC, Business Analysis, Requirements Gathering, Coaching, Process Improvement, Training, Management, Analysis, Network Marketing, Change Management, Project Planning, Visio, Software Documentation, Disaster Recovery, Marketing, Entrepreneurship, Vendor Management, Customer Service, SharePoint, Business Process..., Consulting, Program Management, Networking, Requirements Analysis, Business Intelligence, Access, Leadership, Risk Management, Team Leadership, Project Management, Team Building, Time Management, Data Analysis, Testing, Troubleshooting, Cross-functional Team..., System Administration, Strategy, Information Technology, Strategic Partnerships, Integration, SQL, Software Project..., Call Centers

Education
Lindenwood University   2011 — 2012
Master of Science (M.S.), Human Resources Management/Personnel Administration, General, 3.94

Lindenwood University   2008 — 2011
Bachelor of Arts (B.A.), Business Administration and Management, General, 3.85

Southwestern Illinois College   2007 — 2008
Associate's Degree, Computer Information Systems, 4.0

O'Fallon Township High School   1982 — 1985
High School

Bob Bohnke Bob Bohnke Richmond, Virginia Area Details
Bob Bohnke's Wells Fargo Advisors, LLC Experience September 1991 - Present
Job Computer Programmer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 1991 - Present
Ernst & Young  June 1987 - September 1991
EDS Group  January 1984 - June 1987

Skills
COBOL, CICS, DB2, Securities, Banking, SDLC

Education
Strayer university   2003 — 2008
M.S., Information Systems

James Madison University   1978 — 1983
B.S., Business Management

Rhett Bedwell Rhett Bedwell Fayetteville, Arkansas Area Details
Rhett Bedwell's Wells Fargo Advisors, LLC Experience December 2012 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   December 2012 - Present
Edward Jones Investments  April 2009 - December 2012

Skills
Retirement Planning, Insurance, Retirement, 401k Rollovers, IRAs, Life Insurance, Investments, Saving for Education, Mutual Funds

Education
John Brown University
BA, Organizational Management

Juergen Dietrich Juergen Dietrich Baltimore, Maryland Area Details
Juergen Dietrich's Wells Fargo Advisors, LLC Experience 1988 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   1988 - Present

Education
James Madison University   1984 — 1988
International Business

John Carroll H. S., Bel Air Md.

Thomas Dexter Thomas Dexter Greater Boston Area Details
Thomas Dexter's Wells Fargo Advisors, LLC Experience 2003 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2003 - Present
Tyco Electronics  1999 - 2002
AMP Incorporated  1978 - 1999

Education
Lehigh University   1974 — 1978
BS, Metallurgy and Materials Science

Jeanne ONeill Jeanne ONeill Greater Philadelphia Area Details
Jeanne ONeill's Wells Fargo Advisors, LLC Experience September 2007 - July 2011
Job Client Relationship Advisor at Brown Advisory | Thoughtful Investing.
Industry Financial Services
Experience
Brown Advisory  July 2011 - Present
Wells Fargo Advisors, LLC   September 2007 - July 2011
BROWN ADVISORY, INC   January 1993 - January 2007
ALEX BROWN & SONS, INC.   January 1985 - January 1993

Education
Wilmington University   2009 — 2011
Bachelors, Organizational Management

Long Island University   1977 — 1980
Business Management

Marianne Gannon Depetris Marianne Gannon Depetris San Francisco Bay Area Details
Marianne Gannon Depetris's Wells Fargo Advisors, LLC Experience April 1989 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 1989 - Present

Education
Iowa State University
BS, Elementary Education

Doris Gunn-Conner Doris Gunn-Conner United States Details
Doris Gunn-Conner's Wells Fargo Advisors, LLC Experience March 2007 - Present
Job Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 2007 - Present
SunTrust Mortgage  July 2005 - June 2006
Capital One  November 1995 - May 2001

Education
Liberty University   2013 — 2015
Master of Business Administration (MBA)

Kaplan University   2005 — 2009
Bachelors, Business, Accounting

Virginia Commonwealth University   1986 — 1988
Radiologic Technology/Science - Radiographer

Della Hammond Della Hammond Charlotte, North Carolina Area Details
Della Hammond's Wells Fargo Advisors, LLC Experience Treasury Management Client Service Officer IIWells Fargo Bank, N.A.August 2012 - Present
Job Treasury Management Client Service Officer II at Wells Fargo Bank, N.A.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   Treasury Management Client Service Officer IIWells Fargo Bank, N.A.August 2012 - Present

Skills
Banking, Internal Audit, Treasury Management, Sales, Customer Service, Fraud, Microsoft Excel, Risk Management, Leadership, Credit

Education
Johnson C. Smith University - JCSU   1984 — 1988
Bachelor's degree, English Language and Literature, General

Sandra Baez Sandra Baez Miami, Florida Details
Sandra Baez's Wells Fargo Advisors, LLC Experience 2010 - 2011
Job Vice President / Assistant Complex Manager
Industry Financial Services
Experience
RBC WEALTH MANAGEMENT - INTERNATIONAL ADVISORY GROUP   2012 - Present
WELLS FARGO ADVISORS, LLC   2010 - 2011
BETA CAPITAL MANAGEMENT, L.P.   2008 - 2010
ATLAS ONE FINANCIAL GROUP, LLC   2002 - 2008
LEHMAN BROTHERS  2000 - 2002
MERRILL LYNCH  1989 - 2000

Skills
Series 4, Series 7, series 8, series 24, Series 66, Series 79, AML, Asset Management, Brokerage, Equities, Alternative Investments, FINRA, Financial Services, Fixed Income, Investments, Banking, Mutual Funds, Risk Management, Securities, Series 24, Series 63, Uniform Combined State..., Wealth Management, Anti Money Laundering

Education
Inter-American University of Puerto Rico-Metropolitan Campus   1982 — 1986
BA, Management

Juan Felipe Souza Juan Felipe Souza Miami, Florida Details
Juan Felipe Souza's Wells Fargo Advisors, LLC Experience July 2002 - Present
Job Managing Director Investment Officer. International Division at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2002 - Present
Coutts USA Intl. / Coutts Securities Inc.   May 1996 - July 2002
Bank of America Mexico City Representative Office   June 1987 - September 1989

Skills
Investments, Risk Management, Mutual Funds, Financial Analysis, Securities, Financial Services, Mergers & Acquisitions

Education
University of San Diego   1989 — 1991
Graduate MBA, Business & Marketing

Instituto Tecnológico Autónomo de México   1983 — 1987
Business Administration Degree., Business

Beth Wilkerson Beth Wilkerson Louisville, Kentucky Details
Beth Wilkerson's Wells Fargo Advisors, LLC Experience July 2011 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2011 - Present
Hilliard Lyons  March 1983 - July 2011

Skills
401k Rollovers, Asset Allocation, Investment Strategies, Relationship Management, Retirement Planning, Retirement Savings, Securities, Strategic Planning, Estate Planning..., Financial Services

Education
Indiana University Bloomington   1967 — 1971
BA and MLS, Linguistics

Angela Moats Angela Moats Harrisonburg, Virginia Details
Angela Moats's Wells Fargo Advisors, LLC Experience September 1996 - Present
Job OfficerSenior Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 1996 - Present

Education
James Madison University   1986 — 1990
Bachelor of Science (BS), Education

Turner Ashby High School   1982 — 1986

ANN BOTKA ANN BOTKA South Bend, Indiana Area Details
ANN BOTKA's Wells Fargo Advisors, LLC Experience 2011 - 2012
Job Registered Client Associate | Customer Service | Administrative Assistant
Industry Financial Services
Experience
Boulanger's Barberie   2012 - Present
Ann G. Botka, CMT   2002 - Present
Wells Fargo Bank, N.A.   November 2013 - February 2014
The Children's Dispensary, Inc.   March 2013 - July 2013
Wells Fargo Advisors, LLC   2011 - 2012
Wells Fargo Investments, LLC  2001 - 2011

Skills
Securities, Mutual Funds, Investments, Series 7, Wealth Management..., Financial Services, Finance, Banking, Customer Service, FINRA, Series 63, Uniform Combined State..., Equities, Series 65, State of Indiana/Life,..., ThomsonOne, Appointment Scheduling, SmartStation Brokerage..., Fixed Income, Managed Products, Compliance

Education
Indiana University South Bend
Bachelor of Arts (B.A.), History

Blue Heron Academy
Massage Therapist

Gigi Desmond Gigi Desmond Garden City, New York Details
Gigi Desmond's Wells Fargo Advisors, LLC Experience March 2011 - Present
Job Registered Client Associate at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors  Registered Client AssociateWells Fargo Advisors, LLC.March 2011 - Present
Wells Fargo Advisors, LLC   March 2011 - Present
Merrill Lynch  February 2000 - March 2008
Dunn & Piacintini, LLC.   February 1996 - January 1999

Education
Katherine Gibbs School   2008 — 2010
Associate of Arts (A.A.), GRAPHIC DESIGN

grammar school

grammar school

Scott Garcia Scott Garcia Aspen, Colorado Details
Scott Garcia's Wells Fargo Advisors, LLC Experience November 2011 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 2011 - Present

Education
Kalamazoo College   1987 — 1991
Bachelor of Arts (B.A.), Finance, General

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