Wells Fargo Family Wealth

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Wells Fargo Family Wealth Employees

Employee
Years
Job
Industry
Bill Bard Bill Bard Saint Paul, Minnesota Details
Bill Bard's Wells Fargo Family Wealth Experience January 2005 - March 2009
Job Managing Director at Abbot Downing, A Wells Fargo Business
Industry Financial Services
Experience
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

Lisa Featherngill Lisa Featherngill Greensboro/Winston-Salem, North Carolina Area Details
Lisa Featherngill's Wells Fargo Family Wealth Experience September 2007 - November 2011
Job Managing Director, Abbot Downing
Industry Financial Services
Experience
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

Van C. Truong, CFP®, MSF Van C. Truong, CFP®, MSF Greater Boston Area Details
Van C. Truong, CFP®, MSF's Wells Fargo Family Wealth Experience January 2010 - April 2012
Job Multilingual | Financial Planning Consultant | Experienced Wealth Management Professional
Industry Financial Services
Experience
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

Nina Streeter Nina Streeter Boston, Massachusetts Details
Nina Streeter's Wells Fargo Family Wealth Experience 2008 - 2012
Job Director, Asset Management at Abbot Downing
Industry Financial Services
Experience
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

Frank Censullo Frank Censullo Greater Boston Area Details
Frank Censullo's Wells Fargo Family Wealth Experience June 2010 - November 2011
Job Senior Relationship Manager at Lexington Wealth Management
Industry Financial Services
Experience
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

Homer Marshman III Homer Marshman III West Palm Beach, Florida Area Details
Homer Marshman III's Wells Fargo Family Wealth Experience June 2010 - August 2010
Job Financial Analyst TouchSuite
Industry Financial Services
Experience
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

Darlene Dahl, CPA/PFS/CDFA Darlene Dahl, CPA/PFS/CDFA Boston, Massachusetts Details
Darlene Dahl, CPA/PFS/CDFA's Wells Fargo Family Wealth Experience 2002 - 2011
Job Managing Director at Daintree Advisors LLC
Industry Financial Services
Experience
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

Charles Wondra, CTFA, CFP Charles Wondra, CTFA, CFP Winston Salem, North Carolina Details
Charles Wondra, CTFA, CFP's Wells Fargo Family Wealth Experience May 2008 - April 2012
Job Director at Abbot Downing
Industry Financial Services
Experience
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

Lissa Rurik, CFA Lissa Rurik, CFA Greater Minneapolis-St. Paul Area Details
Lissa Rurik, CFA's Wells Fargo Family Wealth Experience 2008 - 2010
Job Investor
Industry Investment Management
Experience
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

Indrika Arnold, CFP® Indrika Arnold, CFP® Concord, New Hampshire Details
Indrika Arnold, CFP®'s Wells Fargo Family Wealth Experience August 2003 - November 2010
Job Family Wealth Advisor at Harvest Capital Management
Industry Investment Management
Experience
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)

Katelyn Stark Katelyn Stark Austin, Texas Area Details
Katelyn Stark's Wells Fargo Family Wealth Experience October 2011 - Present
Job Graduate of The University of Texas at Austin
Industry Public Relations and Communications
Experience
Wells Fargo Family Wealth   October 2011 - Present

Education
The University of Texas at Austin   2007 — 2011

Drew Bottaro Drew Bottaro Greater Boston Area Details
Drew Bottaro's Wells Fargo Family Wealth Experience March 2004 - April 2011
Job Senior Finance Counselor at Weston Financial; Adjunct Assistant Professor at Bentley University
Industry Financial Services
Experience
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

Natashia Campbell Natashia Campbell San Francisco Bay Area Details
Natashia Campbell's Wells Fargo Family Wealth Experience June 2009 - November 2010
Job Project Management Professional
Industry Information Technology and Services
Experience
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

Lisa Tepper Lisa Tepper Greater Los Angeles Area Details
Lisa Tepper's Wells Fargo Family Wealth Experience September 2001 - Present
Job Director, Client Services at Abbot Downing
Industry Banking
Experience
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

Ali Solomont Ali Solomont Greater Boston Area Details
Ali Solomont's Wells Fargo Family Wealth Experience 2000 - 2010
Job Executive Assistant at Raytheon Network Centric Systems
Industry Financial Services
Experience
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

Sumit Vanmali Sumit Vanmali Greater Los Angeles Area Details
Sumit Vanmali's Wells Fargo Family Wealth Experience July 2008 - January 2011
Job AVP, Investment Manager at Abbot Downing
Industry Investment Management
Experience
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

Stephen Trempe, CFA Stephen Trempe, CFA Greater Philadelphia Area Details
Stephen Trempe, CFA's Wells Fargo Family Wealth Experience April 2010 - April 2012
Job Vice President, Asset Management at Abbot Downing
Industry Financial Services
Experience
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

Mike Atwood Mike Atwood Greater Minneapolis-St. Paul Area Details
Mike Atwood's Wells Fargo Family Wealth Experience November 2007 - December 2010
Job Senior Product Manager at Datacard Group
Industry Financial Services
Experience
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

Gisele Irola Gisele Irola Washington, District Of Columbia Details
Gisele Irola's Wells Fargo Family Wealth Experience 2008 - January 2011
Job Foreign Affairs Officer (Presidential Management Fellow) at the U.S. Department of State
Industry International Affairs
Experience
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

Georgia Beit Georgia Beit Boston, Massachusetts Details
Georgia Beit's Wells Fargo Family Wealth Experience January 2011 - August 2013
Job Vice President
Industry Financial Services
Experience
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

Janet D. Walker, CFA Janet D. Walker, CFA San Francisco Bay Area Details
Janet D. Walker, CFA's Wells Fargo Family Wealth Experience 2005 - April 2012
Job Portfolio Manager at Abbot Downing
Industry Financial Services
Experience
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

Sandra Romanac Sandra Romanac Washington D.C. Metro Area Details
Sandra Romanac's Wells Fargo Family Wealth Experience 2003 - May 2012
Job Client Services Consultant at Wells Fargo Family Wealth
Industry Banking
Experience
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

Douglas Evans Douglas Evans San Francisco, California Details
Douglas Evans's Wells Fargo Family Wealth Experience 2006 - 2011
Job Senior Managing Director, Abbot Downing
Industry Investment Management
Experience
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

Laura Cramer Laura Cramer Greater Minneapolis-St. Paul Area Details
Laura Cramer's Wells Fargo Family Wealth Experience November 2006 - March 2012
Job Client Service Consultant with Abbot Downing; a Wells Fargo Business
Industry Financial Services
Experience
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

Diane Lackey Diane Lackey Greensboro/Winston-Salem, North Carolina Area Details
Diane Lackey's Wells Fargo Family Wealth Experience April 2008 - Present
Job Investment Management Specialist at Wells Fargo
Industry Investment Management
Experience
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

Ashleigh Essic Ashleigh Essic Winston Salem, North Carolina Details
Ashleigh Essic's Wells Fargo Family Wealth Experience September 2012 - June 2013
Job Performance Analyst at Abbot Downing
Industry Financial Services
Experience
Abbot Downing  June 2013 - Present
Wells Fargo Family Wealth   September 2012 - June 2013

Education
University of North Carolina at Greensboro   2005 — 2007
BA, Art

Patricia Valeri Patricia Valeri Greater Philadelphia Area Details
Patricia Valeri's Wells Fargo Family Wealth Experience 2004 - January 2012
Job Financial Planner
Industry Banking
Experience
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

Jack Ginter Jack Ginter Greater Philadelphia Area Details
Jack Ginter's Wells Fargo Family Wealth Experience 2009 - 2011
Job Senior Managing Director and Executive Vice President at Abbot Downing, A Wells Fargo Business
Industry Financial Services
Experience
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