Wells Fargo Funds
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11 Wells Fargo Funds employees in database. Find out everything there's to know about Wells Fargo Funds 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 Funds Employees
Charles Schwab 2013 - Present
Northwestern Mutual 2012 - 2013
Wells Fargo Funds 2009 - 2011
AXA Distributors 2007 - 2009
Wells Fargo Investments 2001 - 2007
Franklin Templeton Resources 1992 - 2001
Skills
Mutual Funds, Customer Relations, Strategic Planning, Sales Support, Annuity, FINRA, Annuities, Consultative Selling, Wealth Management, Securities, Fixed Annuities, Series 7, Customer Service, Sales Operations, Selling, Asset Managment, Financial Services
Education
San Francisco State University
Wells Fargo Funds Distributor October 2010 - Present
Wells Fargo Funds November 2008 - October 2010
Skills
Series 7, Series 63, Series 65, Certified Fund..., Microsoft Office, Mutual Funds, Investments, Finance, Portfolio Management, Leadership, Wealth Management, Retirement Planning, Asset Allocation
Education
Cardinal Stritch University 2007 — 2009
Master of Business Administration (MBA), Finance, General
Brescia University 2001 — 2005
AllianceBernstein 2007 - Present
Citigroup Asset Management-Legg Mason 2003 - 2007
Wells Fargo Funds 2000 - 2003
US Bancorp Investments August 1998 - 2000
Merrill Lynch 1995 - 1997
Skills
Alternative Investments, Series 7, Mutual Funds, Finance, Separately Managed..., Asset Allocation, Strategic Financial..., Asset Management, Investment Strategies, Investments, Series 63, Wealth Management, Securities, Fixed Income, Hedge Funds
Education
University of Minnesota Duluth 1996 — 1998
M.B.A., Finance
University of Minnesota Duluth 1991 — 1995
Bachelor of Arts, Economics
Franklin Templeton Distribuors, Inc. 1997 - Present
Franklin Templeton Investments 1997 - 2013
Franklin Templeton Investments 1997 - 2013
Wells Fargo Funds 2004 - 2005
Skills
Series 7, Investments, Program Management, Retirement Planning, Separately Managed..., Portfolio Management, Series 6, Strategic Planning, Series 63, Asset Allocation, Mutual Funds, Management, Securities, Investment Strategies, Investment Advisory, Alternative Investments, Wealth Management, 401k
Education
Eckerd College
Business Management
Calamos Investments August 2008 - Present
Wells Capital Management January 2006 - August 2008
Wells Fargo Funds 2005 - 2006
Strong Investments 1999 - 2004
Skills
Alternative Investments, Mutual Funds, Asset Management, Equities, Investments, Portfolio Management, Series 63, Asset Managment, Series 7, Asset Allocation, Hedge Funds, Investment Management, Investment Strategies, Morningstar
Education
University of Arkansas at Little Rock 1991 — 1993
MBA, Finance
University of Arkansas 1984 — 1989
BBS, Finance
James Avery Jewelry October 2014 - Present
TORCH June 2013 - October 2014
Keller Williams Realty, Inc. January 2008 - February 2012
Boys & Girls Clubs of San Francisco March 2006 - March 2007
Wells Fargo Funds July 2004 - January 2005
Target October 2003 - July 2004
Boys & Girls Clubs of Greater Houston May 2001 - February 2003
Edelman December 1999 - April 2001
Skills
Public Relations, Social Media, Internal Communications, Press Releases, Newsletters, Social Media Strategy, Facebook Page Management, Executive Messaging, Writing, Twitter Account..., Blogging, Blog Management, Blogger Outreach, Blogger Relations, Corporate Communications, Corporate Blogging, Public Relations Skills, Newsletter Writing, Newsletter Production, Social Media Monitoring, Social Media Outreach, Social Media Relations, Social Media Marketing, Social Media Development, Media Relations, Digital Media, Press Kits, Press Conferences, Social Media Measurement, Facebook, Editing, Content Development, WordPress, Marketing, Integrated Marketing, Speech Writing, Publicity, Publications, Blogger, Crisis Communications, Blogging Software, Messaging
Education
Texas State University-San Marcos 1994 — 1998
BA, Public Relations
Alegria Partners November 2011 - Present
Conscious Capitalism - Bay Area Chapter April 2014 - Present
evōx Television Network December 2012 - Present
EcoTuesday February 2007 - Present
Various Incredible Companies January 2008 - December 2011
DynaMedia San Francisco May 2010 - June 2011
Morrison & Foerster LLP December 2007 - August 2008
Various Businesses 2006 - 2008
Wells Fargo January 2006 - December 2006
Wells Fargo Funds August 2003 - February 2005
Skills
Strategic Partnerships, Strategy, Social Media Marketing, Marketing Communications, Business Development, Online Marketing, Strategic Communications, Marketing Strategy, Social Media, Leadership, Marketing, Public Relations, Competitive Analysis, Strategic Planning, Fundraising, Sustainability, Management, Sustainability..., Nonprofits, Corporate Social..., Renewable Energy, Entrepreneurship, Writing, Sustainable Business, Event Management, Environmental Awareness, Community Outreach
Education
Presidio School of Management 2006 — 2008
MBA
University of Oregon
BA
Goldman Sachs June 2011 - Present
Goldman Sachs May 2009 - Present
LPL Financial Services February 2006 - March 2009
Nuveen Investments August 2004 - February 2006
Wells Fargo Funds 2002 - 2004
Chase Vista Funds 1995 - 2002
Shearson Lehman Brothers 1991 - 1993
Skills
Separately Managed..., Mutual Funds, Asset Allocation, Capital Markets, Series 63, Hedge Funds, Series 7, Alternative Investments, Series 24, Securities, Investments, ETFs, Private Equity, Equities, Financial Services, Investment Advisory, Retirement Planning
Education
Boston College 1985 — 1989
Mount St Mary's/Bishop Guertin 1981 — 1985
Country Day
RS Investments July 2009 - Present
Wells Fargo Funds April 2009 - June 2009
Barclays Global Investors August 2006 - March 2009
RCM CAPITAL MANAGEMENT LLC June 1999 - July 2006
FREMONT MUTUAL FUNDS, INC June 1996 - June 1999
THE PERMANENTE MEDICAL GROUP, INC July 1995 - June 1996
FRANKLIN RESOURCES, INC September 1990 - July 1995
Skills
Asset Managment, Hedge Funds, Mutual Funds, Investments, Financial Analysis, Alternative Investments, Fund Accounting, Financial Reporting, Investment Banking, Accounting, Budgets, Equities, Fund Administration, Financial Markets, Auditing, Financial Services, Venture Capital, Finance, Internal Controls, Corporate Finance, Due Diligence, Fixed Income, Asset Management, Valuation
Education
San Francisco State University, College of Business
Bachelor of Science
INFINITIONE 2003 - Present
Womens Executive Leadership 2011 - 2013
WELLS FARGO FUNDS 2000 - 2003
ROBERTSON STEPHENS 1999 - 2000
Skills
Start-ups, Financial Modeling, Entrepreneurship, Strategic Planning, Financial Analysis, Managerial Finance, Strategic Financial..., Coaching, Equities, Finance, Private Equity, Public Speaking
Education
Currently - University of Washington, Seattle, Executive MBA Program 2014 — 2016
Master of Business Administration (M.B.A.), Organizational Leadership
University of California, Berkeley - Venture Capital Executive Program
University of California, Berkeley
BA Degree, English and Rhetoric with Emphasis in Law and Business
Franklin Templeton Investments May 2004 - April 2015
Franklin Templeton Investments 2015 - 2015
Franklin Templeton Investments 2015 - 2015
Franklin Templeton Investments 2005 - 2009
Wells Fargo Funds 2001 - 2003
SunAmerica Mutual Funds 2000 - 2001
Raymond James & Associates 1988 - 2000
E.F. Hutton, Inc. 1986 - 1988
US Army September 1983 - September 1986
Skills
Mutual Funds, Nonprofits, Series 7, Asset Allocation, Securities, Retirement Planning, Wealth Management, Retirement, Bonds, Investment Management, Sales, Investment Advisory, IRAs, Portfolio Management, Financial Advisory, Investment Strategies, Relationship Management, Financial Services, Investments, 401k, Series 6
Education
Furman University 1979 — 1983
BA, Psychology