Wells Fargo Family Wealth
Wells Fargo Family Wealth List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo Family Wealth. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Wells Fargo Family Wealth Salaries. You can even request information on how much does Wells Fargo Family Wealth pay if you want to. Learn about salaries, pros and cons of working for Wells Fargo Family Wealth directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
28 Wells Fargo Family Wealth employees in database. Find out everything there's to know about Wells Fargo Family Wealth 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 Family Wealth Employees
Abbot Downing, A Wells Fargo Business March 2009 - Present
Wells Fargo Family Wealth January 2005 - March 2009
Wells Fargo The Private Bank November 1999 - December 2004
Norwest Bank Private Client Services April 1996 - November 1999
Norwest Bank November 1992 - April 1996
Cooper & Lybrand January 1990 - November 1992
Skills
Strengthfinders..., Leadership, Sales, Asset Management, Wealth Management, Investments, Financial Services, Portfolio Management, Financial Planning, Private Banking, Mutual Funds, Alternative Investments, Financial Analysis, Management, Banking, Asset Allocation, Finance
Education
William Mitchell College of Law 1986 — 1989
Juris Doctor, Cum Laude, Law
Marquette University 1978 — 1982
Bachelor's degree, Philosohy
Abbot Downing November 2011 - Present
DivaCFO April 2013 - Present
YMCA January 2009 - Present
Financial Literacy Commission - AICPA January 2013 - Present
AICPA 2006 - September 2012
Wells Fargo Family Wealth September 2007 - November 2011
Heritage Wealth Advisors 2005 - August 2007
Wachovia June 1996 - January 2005
Arthur Andersen June 1985 - June 1996
Skills
Financial Advisory, Estate Planning, Retirement Planning, Wealth Management..., High Net Worth..., Financial Planners, Finance, Tax, Strategic Financial..., Wealth Management, Investments, Mergers & Acquisitions, Wealth, Asset Allocation, Trusts, Income Tax, Investment Advisory, Estate Law, Management, Estate Tax Planning, Portfolio Management, Project Planning, Personal Finance, CPA, Financial Planning
Education
George Mason University 1981 — 1985
B.S., Accounting
LPL Financial August 2012 - Present
Wells Fargo Family Wealth January 2010 - April 2012
Calibre Advisory Services, Inc. December 2006 - July 2010
The TJX Companies, Inc August 2004 - December 2006
H&R Block January 2005 - June 2006
Westborough Savings Bank (Known as Avidia Bank) August 2000 - August 2004
Skills
Client Relationship..., Financial Planning, Financial Advisory, Investment Advisory, Asset Allocation, Financial Planners, Income Tax, Portfolio Management, Financial Analysis, Investments, Risk Management, Strategic Financial..., Banking, Insurance, CRM, Estate Planning, Financial Services, Wealth, Finance, Retirement Planning, College Education..., Real Estate Transactions
Education
Boston University 2008 — 2010
CFP, Financial Planning
Clark University Graduate School of Management 2002 — 2003
MSF, Finance and Investment
Clark University 2001 — 2002
BA, Business Management
Quinsigamond Community College 1999 — 2001
AA, Mathematics and English
Abbot Downing (Wells Fargo's Ultra High Net Worth business) March 2001 - Present
Wells Fargo Family Wealth 2008 - 2012
Calibre Advisory Services 2004 - 2008
Tanager Financial Services 2001 - 2004
Independent Freelancer 1999 - 2001
Cambridge Associates 1987 - 1991
Skills
Alternative Assets, Private Equity, Asset Allocation, Alternative Investments, Wealth Management, Asset Managment, Portfolio Management, Investment Advisory, Investment Management, Venture Capital, Asset Management, Corporate Finance, Investments, Mutual Funds, Due Diligence, Hedge Funds, Equities
Education
MIT Sloan School of Management 1991 — 1993
Master of Science (MS), Finance, Operations, Information Technology, Accounting
Harvard University 1981 — 1985
Bachelor of Arts (BA), History, cum laude
Lexington Wealth Management January 2012 - Present
Wells Fargo Family Wealth June 2010 - November 2011
Calibre Advisory Services, Inc. January 2005 - June 2010
Tanager Financial Services Inc. July 2001 - December 2004
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2000 — 2002
Master of Science, Personal Financial Planning
University of Massachusetts Boston
Bachelor of Science, Human Performance & Fitness
TouchSuite July 2014 - Present
Credit Union BUSINESS Magazine May 2012 - June 2014
Nova Capital Partners September 2011 - March 2012
Castle Harlan June 2011 - September 2011
Wells Fargo Family Wealth June 2010 - August 2010
Deutsche Bank Securities May 2009 - August 2009
Skills
Analysis, Financial Modeling, Market Research, Report Writing, Sales Presentations, Business Development, Entrepreneurship, Due Diligence, Private Equity, Competitive Analysis, Portfolio Management, Equities, Management, CRM, Finance, Risk Management, Strategic Planning, Financial Analysis
Education
Rollins College - Crummer Graduate School of Business 2009 — 2011
MBA, Business Administration
Rollins College 2003 — 2007
BA, Political Science
Daintree Advisors LLC February 2012 - Present
Wells Fargo Family Wealth 2002 - 2011
Ernst & Young April 1994 - July 2002
Skills
Investments, Wealth Management, Investment Advisory, Asset Allocation, Wealth, Financial Advisory, Asset Managment, Estate Planning, Alternative Investments, CPA, Asset Management, Management, Tax
Education
North Dakota State University
BA, Business Economics and Accounting
Abbot Downing April 2012 - Present
Wells Fargo Family Wealth May 2008 - April 2012
JP Morgan Private Bank June 2006 - May 2008
Northern Trust March 2002 - June 2006
Federal Reserve Bank of Cleveland 1989 - 1996
Skills
Wealth Management, Asset Allocation, Asset Managment, Portfolio Management, Holistic Financial..., Charitable Gift Planning, Trust Management
Education
The University of Akron 1984 — 1989
Business Administration, Finance
Walsh Jesuit
Independent 2012 - Present
Gopher Angels, LLC January 2013 - Present
Cleantech Open 2011 - 2015
the YWCA of Minneapolis 1999 - 2013
Wells Fargo Family Wealth 2008 - 2010
U S Trust Bank of America 2003 - 2008
Nicollet Investment Management 2002 - 2003
Piper Trust Company / US Bank Asset Management 1993 - 2002
Skills
Investments, Portfolio Management, Alternative Investments, Investment Strategies, Asset Allocation, Equities, Strategic Planning, Due Diligence, Strategy, Risk Management, Financial Analysis, Finance, Wealth Management, Leadership, Start-ups
Education
University of Pennsylvania - The Wharton School
MBA, Finance, Strategic Management
Macalester College
Harvest Capital Management January 2013 - Present
Daintree Advisors LLC November 2010 - December 2012
Wells Fargo Family Wealth August 2003 - November 2010
ANZ Grindlays Bank 1995 - 2000
Skills
Wealth Management, Financial Advisory, Asset Allocation, Business Analysis
Education
Bentley University
MS, Financial Planning
Keene State College
Bachelor of Science (BSc)
Wells Fargo Family Wealth October 2011 - Present
Education
The University of Texas at Austin 2007 — 2011
Weston Financial October 2011 - Present
Bentley University January 2014 - Present
The Washington Trust Company October 2011 - Present
Town of Winchester March 2007 - Present
Wells Fargo Family Wealth March 2004 - April 2011
Pillar Financial Advisors January 2000 - March 2004
Deloitte August 1989 - January 2000
Weston Financial Group 1986 - 1989
Prior Experience 1977 - 1985
Skills
High Net Worth..., Thought Leadership, Wealth Management, Team Management, Investment Management, Estate Planning, Intergenerational..., Charitable Trusts, Wealth Management..., Wealth, Personal Financial..., Personal Finance, Financial Planning, Financial Advisory, Financial Planners, Retirement, Retirement Planning, Tax Advisory, Trust Taxation, IRAs, Investments, Investment Advisory, Investment Strategies, Portfolio Management, Asset Allocation, Asset Managment, Mutual Funds, Series 7
Education
Boston University School of Law
J.D., Law
Massachusetts Institute of Technology
S.B., Economics
1st Financial Bank USA February 2013 - Present
Walmart Global eCommerce April 2011 - November 2012
Wells Fargo Family Wealth June 2009 - November 2010
Charles Schwab & Co. February 2006 - December 2007
Wells Fargo January 2005 - December 2005
Skills
Project Management, Process Improvement, Vendor Management, SDLC, PMO, Product Development, Agile Methodologies, Business Analysis, Agile Project Management, Program Management, Cross-functional Team..., Software Project..., Product Management, PMP
Education
University of California, Berkeley 1990 — 1996
BA
Abbot Downing April 2012 - Present
Wells Fargo Family Wealth September 2001 - Present
UBS/PaineWebber April 1992 - June 2001
Education
University of Florida 1982 — 1986
BS, Business - Finance
Raytheon March 2015 - Present
Raytheon February 2010 - March 2015
Wells Fargo/Calibre July 2000 - February 2010
Wells Fargo Family Wealth 2000 - 2010
Harcourt General August 1999 - July 2000
Renaissance Worldwide May 1998 - August 1999
Tanager Financial Services July 1996 - May 1998
Summit Technology 1995 - 1996
Candela 1990 - 1995
Shocket & Dockser 1989 - 1990
Skills
Executive Level..., Executive Calendar..., Business Travel, Expense Reports, Data Analysis, Meeting Planning, PowerPoint, Microsoft Word, Microsoft Excel, Outlook, Lotus Notes, Letter Writing, Phone Etiquette, Office Management, Paraplanning, Human Resources, Management, Proposal Writing, SharePoint, Strategy, Team Building, Visio, Software Documentation, Customer Service, Microsoft Office, Analysis
Education
Framingham State College 1984 — 1988
Bachelor of Arts (B.A.), Graphic Design Major / Art History Minor, 3.13
Abbot Downing (A Wells Fargo Business) January 2011 - April 2012
Wells Fargo Family Wealth July 2008 - January 2011
U.S. Trust, Bank of America Private Wealth Management April 2006 - July 2008
Education
University of California, Riverside 2002 — 2006
Abbot Downing April 2010 - Present
Wells Fargo Family Wealth April 2010 - April 2012
Janney Montgomery Scott May 2009 - April 2010
Smith Barney December 2005 - May 2009
Legg Mason February 2003 - December 2005
Christiana Bank & Trust Co May 2001 - January 2003
Skills
Asset Allocation, Investment Management, Investment Manager Due..., Portfolio Management, Portfolio Construction, Investment Consulting, Research, Sales, Marketing, Investments, Asset Management, Equities, Alternative Investments, Financial Modeling, Financial Analysis, Valuation, Wealth Management, Private Equity, Mutual Funds, Chartered Financial..., Due Diligence, Management, Mortgage Lending, Program Management, Series 24
Education
Villanova University 2013 — 2017
Master of Business Administration (MBA)
Bucknell University 1997 — 2001
BA, Interdepartmental - Finance
Nash Foundation May 2014 - Present
Entrust Datacard June 2013 - Present
US Bank January 2011 - May 2013
Wells Fargo Family Wealth November 2007 - December 2010
Wells Fargo Investments February 2006 - November 2007
RBC Dain Rauscher 2003 - 2005
Berthel Fisher Investments 2002 - 2003
Gates Inc 2001 - 2002
Skills
Finance, Product Development, Product Management, Investments, Banking, Wealth Management, Strategic Planning, Business Development, Information Technology, Securities, Series 7, Wealth Management..., Asset Managment, Process Improvement
Education
University of Minnesota-Twin Cities 1997 — 2001
BS, Degrees in Scientific and Technical Communication, Journalism, History
U.S. Department of State July 2014 - Present
NNSA, Department of Energy May 2013 - June 2014
Department of State, Bureau of International Security and Nonproliferation September 2012 - May 2013
Department of Treasury, FinCEN January 2013 - April 2013
Lawrence Livermore National Laboratory May 2012 - August 2012
Center for Strategic and International Studies (CSIS) January 2012 - May 2012
Mercy Corps October 2011 - February 2012
Aarti Home May 2011 - July 2011
Wells Fargo Family Wealth 2008 - January 2011
WDHB Consulting Group 2007 - 2008
Skills
Project Management..., PMP, International Relations, Policy Analysis, Foreign Policy, International..., Public Policy, Program Management, Political Science, Economics, Proposal Writing, Stata, French, Economic Development, Politics, Community Outreach, Russian, Research, Political Risk Analysis, Qualitative Research, Government, Spanish, Strategic Planning, International Security, Writing, Program Evaluation, Arms Control, National Security, Intercultural..., Nuclear Proliferation
Education
Georgetown University 2011 — 2013
Master of Science in Foreign Service
McGill University 2000 — 2004
BA
Charles University in Prague 2003 — 2003
Semester abroad
TD Wealth Management September 2013 - Present
Wells Fargo Family Wealth January 2011 - August 2013
BECU Trust Company November 2009 - December 2010
Fidelity Investments September 2006 - December 2008
FleetBoston Financial 1997 - 2004
Education
Massachusetts School of Law 1993 — 1997
JD, Law
Boston College 1977 — 1981
BA, Political Science
Abbot Downing March 2015 - Present
Abbot Downing April 2012 - Present
Wells Fargo Family Wealth 2005 - April 2012
Wells Fargo 1999 - 2005
Skills
Investments, Investment Management, Asset Allocation, Wealth Management, Alternative Investments, Strategic Planning, Fixed Income, Investment Strategies, Portfolio Management, Asset Management, Equities, High Net Worth..., Hedge Funds, Mutual Funds, Analysis, Series 7, Equity Research, Financial Services
Education
San Francisco State University
BS, Cell and Molecular Biology
Abbot Downing May 2012 - Present
Wells Fargo Family Wealth 2003 - May 2012
Wachovia Bank 2000 - 2012
The Legend Group January 1997 - January 2000
Education
Salem College 2003 — 2008
Bachelor of Arts, Arts management
Abbot Downing January 2012 - Present
Wells Fargo Family Wealth 2006 - 2011
Wells Fargo Private Bank 2003 - 2005
Skills
Alternative Investments, Wealth Management, Asset Allocation, Asset Managment, Portfolio Management, Investments, Equities, Investment Strategies, Investment Advisory, Hedge Funds, Investment Management, Series 7, High Net Worth..., Fixed Income, Mutual Funds
Education
University of California, Santa Barbara 1991 — 1993
MBE, Business & Economics
University of California, Santa Barbara 1988 — 1991
BA, Economics
Abbot Downing November 2006 - Present
Wells Fargo Family Wealth November 2006 - March 2012
Wells Fargo Bank October 1993 - November 2006
Skills
Investments, Customer Satisfaction, Account Administration, Detailed Organization, Account Management, Customer Service, Memory, Analysis, Investment Advisory, Investment Strategies, Management, Private Banking, Equities, Wealth, Securities, High Net Worth..., Alternative Investments, Finance, Financial Services, Wealth Management
Education
Lansing Community College 1980 — 1982
Wells Fargo November 2010 - Present
Wells Fargo 2010 - Present
Wells Fargo Family Wealth April 2008 - Present
Wells Fargo 2008 - Present
Bank of the Carolinas 2001 - 2008
Skills
Banking, Financial Analysis, Portfolio Management, Mutual Funds, Investment Management, Asset Management, Customer Service
Education
High Point University 1985 — 1989
Bachelor's degree, Accounting and Business/Management
Abbot Downing June 2013 - Present
Wells Fargo Family Wealth September 2012 - June 2013
Education
University of North Carolina at Greensboro 2005 — 2007
BA, Art
TD Bank Group January 2012 - Present
Wells Fargo Family Wealth 2004 - January 2012
Wachovia 2001 - 2004
PwC 1999 - 2001
The Ayco Company 1997 - 1999
Skills
Strategic Financial..., Estate Planning, Wealth, Wealth Management..., Tax, Finance, Wealth Management, Investments, Asset Allocation, Portfolio Management, Investment Advisory, Mutual Funds, Asset Management, Investment Strategies, High Net Worth..., Equities, Financial Services, Retirement Planning, Risk Management, Financial Advisory
Education
Villanova Law School 1994 — 1995
Master of Laws (LL.M.), Taxation
Rutgers University School of Law - Camden 1991 — 1994
Doctor of Law (JD)
Villanova University 1986 — 1990
Bachelor of Arts (BA), Political Science and Government
Abbot Downing, A Wells Fargo Business 2011 - Present
Wells Fargo Family Wealth 2009 - 2011
Calibre 2008 - 2009
U.S. Trust 2006 - 2008
Skills
Management, Investments, Wealth Management, Credit, Portfolio Management, Mutual Funds
Education
Saint Joseph's University 1989 — 1993
Bachelor of Science (BS), Finance and Financial Management Services