Wells Fargo Funds Distributor, LLC
Industry: Company
DescriptionHeadquarters: San Francisco, CA Parent organization: Wells Fargo
Wells Fargo Funds Distributor, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo Funds Distributor, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Wells Fargo Funds Distributor, LLC Employees
Employee
Years
Job
Industry
Jill D. (Leifer) Lyons, CMP Jill D. (Leifer) Lyons, CMP's Wells Fargo Funds Distributor, LLC Experience August 2011 - Present
Job Executive Assistant, Wells Fargo Funds Distributor, LLC
Industry Executive Office
Experience
Wells Fargo Funds Distributor, LLC August 2011 - Present
Business U Magazine February 2011 - April 2011
US Trust Private Wealth Management November 2008 - June 2010
Eaton Vance Distributors, Inc. November 1994 - March 2008
Skills
Event Management, Meeting Planning, Site Selection, Hotels, Coordination, Time Management, Event Planning, Budget Management, Vendor Relations, Trade Shows, Special Events, Conferences, Contract Negotiations, Budgeting, PowerPoint, Word, Logistics, Excel, Administrative Support, Corporate Events, Budgets, Social Networking, Sales, Project Management, Contract Negotiation, Negotiation, Location Intelligence, Public Speaking, Microsoft Word, Entrepreneurship, Program Management, Microsoft Excel, Sponsorship, Fundraising, Hospitality, Leadership, Marketing Communications, Travel Management, Public Relations, Customer Service, Team Building
Education
Massachusetts Bay Community College
Associates, Business
Stonehill College
Business
Wells Fargo Funds Distributor, LLC August 2011 - Present
Business U Magazine February 2011 - April 2011
US Trust Private Wealth Management November 2008 - June 2010
Eaton Vance Distributors, Inc. November 1994 - March 2008
Skills
Event Management, Meeting Planning, Site Selection, Hotels, Coordination, Time Management, Event Planning, Budget Management, Vendor Relations, Trade Shows, Special Events, Conferences, Contract Negotiations, Budgeting, PowerPoint, Word, Logistics, Excel, Administrative Support, Corporate Events, Budgets, Social Networking, Sales, Project Management, Contract Negotiation, Negotiation, Location Intelligence, Public Speaking, Microsoft Word, Entrepreneurship, Program Management, Microsoft Excel, Sponsorship, Fundraising, Hospitality, Leadership, Marketing Communications, Travel Management, Public Relations, Customer Service, Team Building
Education
Massachusetts Bay Community College
Associates, Business
Stonehill College
Business
William B. Innis, CFA William B. Innis, CFA's Wells Fargo Funds Distributor, LLC Experience April 2005 - August 2007
Job Fixed Income Analyst at Wells Fargo Funds Management
Industry Investment Management
Experience
Wells Fargo Funds Management, LLC August 2007 - Present
Wells Fargo Funds Distributor, LLC April 2005 - August 2007
Strong Financial Corporation June 2000 - April 2005
Strong Financial Corporation January 1998 - June 2000
Strong Financial Corporation January 1997 - January 1998
Strong Financial Corporation June 1996 - January 1997
Marquette University August 1994 - June 1996
Ohio University August 1992 - June 1994
Skills
Fixed Income Research, Data Analysis, Excel, Bloomberg, Manager Due Diligence, Capital Markets, Investments, Municipal Bonds, High Yield Bonds, Credit Analysis, Economics, Econometrics, Writing, Microsoft Office, Zephyr StyleADVISOR, Mutual Funds, Performance Attribution
Education
Marquette University 2003 — 2009
MSAE, Applied Economics
Marquette University 1994 — 1996
PhD (course work), Philosophy
Ohio University 1992 — 1994
MA, Philosophy
Saint Anselm College 1988 — 1992
BA, Philosophy
Cheverus High School 1984 — 1988
Wells Fargo Funds Management, LLC August 2007 - Present
Wells Fargo Funds Distributor, LLC April 2005 - August 2007
Strong Financial Corporation June 2000 - April 2005
Strong Financial Corporation January 1998 - June 2000
Strong Financial Corporation January 1997 - January 1998
Strong Financial Corporation June 1996 - January 1997
Marquette University August 1994 - June 1996
Ohio University August 1992 - June 1994
Skills
Fixed Income Research, Data Analysis, Excel, Bloomberg, Manager Due Diligence, Capital Markets, Investments, Municipal Bonds, High Yield Bonds, Credit Analysis, Economics, Econometrics, Writing, Microsoft Office, Zephyr StyleADVISOR, Mutual Funds, Performance Attribution
Education
Marquette University 2003 — 2009
MSAE, Applied Economics
Marquette University 1994 — 1996
PhD (course work), Philosophy
Ohio University 1992 — 1994
MA, Philosophy
Saint Anselm College 1988 — 1992
BA, Philosophy
Cheverus High School 1984 — 1988
Liz Goodwin Liz Goodwin's Wells Fargo Funds Distributor, LLC Experience March 2004 - September 2010
Job User Experience Designer
Industry Design
Experience
Sapient Global Markets September 2011 - Present
Wells Fargo Funds Distributor, LLC March 2004 - September 2010
Evergreen Investments February 2002 - March 2004
SensAble Technologies February 2000 - January 2002
Skills
Site Maps, SharePoint, User Experience, Wireframes, Information Architecture, Business Analysis, Strategy, Management, Usability Testing, Marketing, User Experience Design, Information Design, Experience Design, User Interface Design, User Research, Social Media, Mobile Devices, Graphic Design, User-centered Design, Marketing Communications, Creative Direction
Education
Emerson College 2002 — 2005
MA
Florida State University 1995 — 1999
BA
Sapient Global Markets September 2011 - Present
Wells Fargo Funds Distributor, LLC March 2004 - September 2010
Evergreen Investments February 2002 - March 2004
SensAble Technologies February 2000 - January 2002
Skills
Site Maps, SharePoint, User Experience, Wireframes, Information Architecture, Business Analysis, Strategy, Management, Usability Testing, Marketing, User Experience Design, Information Design, Experience Design, User Interface Design, User Research, Social Media, Mobile Devices, Graphic Design, User-centered Design, Marketing Communications, Creative Direction
Education
Emerson College 2002 — 2005
MA
Florida State University 1995 — 1999
BA
Eleazar Lopez Jr. Eleazar Lopez Jr.'s Wells Fargo Funds Distributor, LLC Experience August 2009 - May 2011
Job Financial Advisor at Catholic Financial Life
Industry Financial Services
Experience
Catholic Financial Life February 2012 - Present
Wells Fargo Funds Distributor, LLC August 2009 - May 2011
Wells Fargo Funds Management, LLC August 2008 - July 2009
UPS June 2001 - October 2007
Voces de la Frontera September 2006 - November 2006
MidAmerica Bank August 2001 - August 2005
Skills
Leadership, Customer Service, Marketing, Mutual Funds, Non-profits, Analysis, Series 7, Retirement Planning, Process Improvement, Strategic Planning, Investments, Sales, Strategic Financial..., Microsoft Office, Financial Analysis, Microsoft Excel, Series 63, Public Speaking, Management, Banking, Financial Services, Insurance, Nonprofits
Education
Cardinal Stritch University 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Wisconsin-Milwaukee 2004 — 2008
Bachelor's degree of Business Administration, Marketing
Milwaukee Area Technical College 2001 — 2004
Associates, Liberal Arts
Catholic Financial Life February 2012 - Present
Wells Fargo Funds Distributor, LLC August 2009 - May 2011
Wells Fargo Funds Management, LLC August 2008 - July 2009
UPS June 2001 - October 2007
Voces de la Frontera September 2006 - November 2006
MidAmerica Bank August 2001 - August 2005
Skills
Leadership, Customer Service, Marketing, Mutual Funds, Non-profits, Analysis, Series 7, Retirement Planning, Process Improvement, Strategic Planning, Investments, Sales, Strategic Financial..., Microsoft Office, Financial Analysis, Microsoft Excel, Series 63, Public Speaking, Management, Banking, Financial Services, Insurance, Nonprofits
Education
Cardinal Stritch University 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Wisconsin-Milwaukee 2004 — 2008
Bachelor's degree of Business Administration, Marketing
Milwaukee Area Technical College 2001 — 2004
Associates, Liberal Arts
Kathi (Tonn) Kwiatkowski's Wells Fargo Funds Distributor, LLC Experience January 2005 - Present
Job EBusiness consultant focusing on social media in the financial industry
Industry Internet
Experience
Wells Fargo Funds Distributor, LLC January 2005 - Present
Strong Investments February 1998 - December 2004
Strong Investments June 1996 - February 1998
Skills
Social Media, Blogging, JavaScript, User Experience, Information Architecture, Corporate Blogging, jQuery, Social Networking, HTML, Requirements Analysis, Mobile Devices, HTML + CSS, ADA compliance, mobile, Internet, Twitter, Writing
Education
University of Evansville 1992 — 1996
BS, Marketing, International Business
Wisconsin Lutheran High School 1988 — 1992
Wells Fargo Funds Distributor, LLC January 2005 - Present
Strong Investments February 1998 - December 2004
Strong Investments June 1996 - February 1998
Skills
Social Media, Blogging, JavaScript, User Experience, Information Architecture, Corporate Blogging, jQuery, Social Networking, HTML, Requirements Analysis, Mobile Devices, HTML + CSS, ADA compliance, mobile, Internet, Twitter, Writing
Education
University of Evansville 1992 — 1996
BS, Marketing, International Business
Wisconsin Lutheran High School 1988 — 1992
Philip Trimble, CIMA's Wells Fargo Funds Distributor, LLC Experience January 2010 - Present
Job Sales Manager at Wells Fargo Funds Distributor, LLC
Industry Financial Services
Experience
Wells Fargo Funds Distributor, LLC January 2010 - Present
Wells Fargo, Funds Management Group June 2005 - December 2009
Janus 2003 - 2005
Nuveen 1998 - 2000
Nuveen Investments 1998 - 2000
oppenheimerfunds 1993 - 1998
Education
Kenyon College 1980 — 1984
The Episcopal Academy 1968 — 1980
Wells Fargo Funds Distributor, LLC January 2010 - Present
Wells Fargo, Funds Management Group June 2005 - December 2009
Janus 2003 - 2005
Nuveen 1998 - 2000
Nuveen Investments 1998 - 2000
oppenheimerfunds 1993 - 1998
Education
Kenyon College 1980 — 1984
The Episcopal Academy 1968 — 1980
Steve Schoenwetter's Wells Fargo Funds Distributor, LLC Experience January 2004 - February 2010
Job Compliance Consultant at Wells Fargo Funds Management
Industry Financial Services
Experience
Wells Fargo Funds Management, LLC February 2010 - Present
Wells Fargo Funds Distributor, LLC January 2004 - February 2010
Strong Financial Corporation August 1998 - December 2004
Timber-lee Christian Center December 1991 - August 1998
Skills
Policy, Series 63, Leadership, Financial Services, Management, Investments, Project Management, Training, Recruiting, Finance, Strategy, Staff Development, Time Management, Asset Management, Customer Service, Telecommunications, Mutual Funds, Series 7
Education
Olivet Nazarene University 1986 — 1990
Bachelor of Science, Mathematics
Wells Fargo Funds Management, LLC February 2010 - Present
Wells Fargo Funds Distributor, LLC January 2004 - February 2010
Strong Financial Corporation August 1998 - December 2004
Timber-lee Christian Center December 1991 - August 1998
Skills
Policy, Series 63, Leadership, Financial Services, Management, Investments, Project Management, Training, Recruiting, Finance, Strategy, Staff Development, Time Management, Asset Management, Customer Service, Telecommunications, Mutual Funds, Series 7
Education
Olivet Nazarene University 1986 — 1990
Bachelor of Science, Mathematics
David Grindle's Wells Fargo Funds Distributor, LLC Experience October 2011 - Present
Job Sales Manager Northeast Division
Industry Financial Services
Experience
Wells Fargo Funds Distributor, LLC October 2011 - Present
Skills
Series 63, Sales Management, Asset Allocation, Retirement Planning, Series 65, Series 7, Portfolio Management
Education
University of Portland 1990 — 1994
Business, Finance
Wells Fargo Funds Distributor, LLC October 2011 - Present
Skills
Series 63, Sales Management, Asset Allocation, Retirement Planning, Series 65, Series 7, Portfolio Management
Education
University of Portland 1990 — 1994
Business, Finance
Hannah Marble's Wells Fargo Funds Distributor, LLC Experience August 2010 - Present
Job Institutional Client Relationship Manager
Industry Financial Services
Experience
Wells Fargo Funds Distributor, LLC August 2010 - Present
Wells Fargo Funds Management June 2005 - July 2010
Wells Fargo Funds Management January 2004 - June 2005
Wells Capital Management 2001 - 2004
Skills
Series 7, Series 66, Investments, CRM, Marketing, Series 63, Mutual Funds, Asset Allocation, Alternative Investments, Wealth Management, Financial Analysis, Financial Services, Investment Strategies, Securities
Education
St. Mary's College of California 2008 — 2009
M.S., Financial Analysis
University of California, Santa Barbara 1995 — 1999
BS, Political Science & History
Wells Fargo Funds Distributor, LLC August 2010 - Present
Wells Fargo Funds Management June 2005 - July 2010
Wells Fargo Funds Management January 2004 - June 2005
Wells Capital Management 2001 - 2004
Skills
Series 7, Series 66, Investments, CRM, Marketing, Series 63, Mutual Funds, Asset Allocation, Alternative Investments, Wealth Management, Financial Analysis, Financial Services, Investment Strategies, Securities
Education
St. Mary's College of California 2008 — 2009
M.S., Financial Analysis
University of California, Santa Barbara 1995 — 1999
BS, Political Science & History
Carolyn Wilary's Wells Fargo Funds Distributor, LLC Experience August 2007 - Present
Job Vice President, Compliance Manager
Industry Financial Services
Experience
Wells Fargo Funds Distributor, LLC August 2007 - Present
Wells Fargo Funds Management, LLC April 2005 - August 2007
Strong Capital Management June 2000 - April 2005
Marquette University August 1999 - June 2000
A. B. L. E Incorporated June 1998 - February 1999
Education
Marquette University 1999 — 2000
University of Wisconsin-La Crosse 1995 — 1999
B.S.
Wells Fargo Funds Distributor, LLC August 2007 - Present
Wells Fargo Funds Management, LLC April 2005 - August 2007
Strong Capital Management June 2000 - April 2005
Marquette University August 1999 - June 2000
A. B. L. E Incorporated June 1998 - February 1999
Education
Marquette University 1999 — 2000
University of Wisconsin-La Crosse 1995 — 1999
B.S.
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