Wells Fargo Funds Management

Industry: Company

Description

Headquarters: San Francisco, CA Parent organizations: Wells Fargo, Wells Capital Management Incorporated Subsidiaries: Wells Fargo Asset Management Luxembourg S.A.,

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55 Wells Fargo Funds Management employees in database. Find out everything there's to know about Wells Fargo Funds Management 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 Management Employees

Employee
Years
Job
Industry
Brittany Dickson Brittany Dickson Greater Boston Area Details
Brittany Dickson's Wells Fargo Funds Management Experience April 2010 - June 2010
Job Manger, Media Partnerships at RhythmOne
Industry Marketing and Advertising
Experience
RhythmOne  June 2014 - Present
Burst Media  June 2014 - May 2015
Digilant  October 2012 - June 2014
Digilant  September 2011 - October 2012
Catalyst Online  June 2010 - June 2011
Wells Fargo Funds Management   April 2010 - June 2010
Wells Fargo Funds Management   December 2008 - April 2010
Reebok Ltd   August 2008 - December 2008
Thomson Reuters  June 2006 - August 2008

Skills
Customer Relations, Account Management, Client Service, Competitive Analysis, Time Management, New Business Development, Online Marketing, SEO, Customer Service, Advertising, Google Analytics, Digital Marketing, Marketing Strategy, Market Research, Online Advertising, Recruiting, Management, Digital Strategy, Integrated Marketing, SEM, Strategy, Analytics, Marketing, Salesforce.com, Business Development, Mobile Marketing, Social Media

Education
University of Kentucky   2005 — 2008
Bachelor of Science, Marketing & Communications

Jenny Liebelt Jenny Liebelt Boston, Massachusetts Details
Jenny Liebelt's Wells Fargo Funds Management Experience December 2014 - Present
Job Vice President, Head of International Fund Reporting
Industry Financial Services
Experience
Wells Fargo Funds Management   December 2014 - Present
Russell Investments  June 2011 - December 2014
Russell Investments  April 2006 - June 2011
WaMu  2005 - 2006
Middleton Company   1990 - 2005

Skills
Mutual Funds, Equities, Valuation, Corporate Actions, Securities, Asset Management, Equity Trading, Operations Management, Asset Allocation, Financial Analysis, High Net Worth..., Bloomberg, Model Portfolios, Vendor Management, Fair Value, Alternative Investments, Portfolio Management, Investments, Risk Management, Financial Services

Education
Pierce College

David Koenig, CFA, FRM David Koenig, CFA, FRM San Francisco Bay Area Details
David Koenig, CFA, FRM's Wells Fargo Funds Management Experience 2006 - August 2010
Job Chief Investment Strategist at Schwab Wealth Investment Advisory
Industry Financial Services
Experience
Charles Schwab & Co., Inc.   February 2015 - Present
Russell Investments  November 2012 - February 2015
Russell Investments  August 2010 - November 2012
Wells Fargo Funds Management   2006 - August 2010
Franklin Templeton Investments  2006 - 2006
San Diego Union-Tribune  1997 - 2005
San Francisco Chronicle  1991 - 1996

Skills
ETFs, Mutual Funds, Alternative Investments, Series 7, Equities, Investment Strategies, Asset Managment, Asset Allocation, Hedge Funds, Investments, Portfolio Management, Fixed Income, Investment Management, Bloomberg, Series 63, Wealth Management, Uniform Combined State..., Capital Markets, Financial Modeling, Equity Research, Institutional, Institutional..., Investment Advisory, Asset Management

Education
Global Association of Risk Professionals   2009 — 2010
FRM

CFA Institute   2004 — 2006
CFA

University of California, San Diego
BA, English Literature; Minors - Economics, Philosophy

Andrew Valle Andrew Valle Greater Boston Area Details
Andrew Valle's Wells Fargo Funds Management Experience November 2013 - March 2015
Job Wells Fargo Global Alternative Investments
Industry Financial Services
Experience
Wells Fargo Global Alternative Investments   March 2015 - Present
Wells Fargo Funds Management   November 2013 - March 2015
Wells Fargo Funds Management   August 2012 - November 2013
Reiman Student Managed Fund   September 2011 - March 2012
State of Colorado  January 2010 - May 2010

Skills
Series 7, Series 63, Capital IQ, Microsoft Office, Trading Platforms, Financial Statement..., Equity Valuation, Equity Research, Financial Analysis, Financial Modeling, Strategic Financial..., Microsoft Excel, Equity Trading, Equity Derivatives, Derivatives, Financial Regulation, Securities Regulation, Economic Regulation, Political Campaigns, Political Communication, State Politics, State Government, Analyst Briefings, Qualitative Research, Independent Thinking, Leadership, Public Speaking, Public Policy, Policy Analysis, Fiscal Policy

Education
University of Denver - Daniels College of Business   2008 — 2012
Bachelor of Science in Business Administration, Finance; Economics

Kimberly Higgins, CRCM, MBA, MSOD, PMP Kimberly Higgins, CRCM, MBA, MSOD, PMP Charlotte, North Carolina Area Details
Kimberly Higgins, CRCM, MBA, MSOD, PMP's Wells Fargo Funds Management Experience 2009 - 2011
Job Compliance Consultant International Group Compliance and Operational Risk Management GTFx at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  January 2015 - Present
Wells Fargo Advisors  2011 - 2015
Wells Fargo Funds Management   2009 - 2011
Wachovia Securities  2005 - 2008
Banc of America Investments  2003 - 2005
BB&T Investment Services, Inc   2000 - 2003
Vanguard Group  1997 - 2000

Skills
Banking, Portfolio Management, Management, Mutual Funds, Fixed Income, Project Management, Risk Management, Leadership, Equities, Financial Risk, FINRA, Asset Management, Management Consulting, Capital Markets, Strategy, Customer Service, Financial Services

Education
Queens University of Charlotte   2008 — 2011
MS, Organization Development

Queens University of Charlotte   2004 — 2008
MBA, Finance

Brookville High School

Virginia Polytechnic Institute and State University
BA, International Studies, (Business and Asian Studies)

Virginia Polytechnic Institute and State University
BA, Communication Studies, (Public Relations)

Ken Niewald Ken Niewald Medford, Oregon Area Details
Ken Niewald's Wells Fargo Funds Management Experience June 2001 - February 2006
Job Consulting CFO
Industry Financial Services
Experience
CFO Executive Services   February 2012 - Present
Marquis Advisory Group LLC   February 2013 - March 2014
Prosper Marketplace  May 2013 - August 2013
Solano Napa Habitat for Humanity   June 2010 - October 2012
Tatum  June 2007 - February 2012
Financial Executives International  August 2009 - November 2011
Protiviti  June 2006 - July 2006
Wells Fargo Funds Management   June 2001 - February 2006
RHI  2000 - 2001
Bank of America  February 1979 - February 1999

Skills
Strategic Planning, Financial Analysis, Budgeting, Forecasting, Risk Management, Business Planning, Mergers, Due Diligence, Financial Reporting, Internal Controls, Business Strategy, Compliance, Financial Management, Change Management, SOX, Process Improvement, Managerial Finance, Sarbanes-Oxley Act, Non-profits, Board Development, Non-profit Fund..., Board Governance, Start-ups, Mergers & Acquisitions, Strategic Financial..., Budgets, Management, Banking, Management Consulting, Finance, Financial Services, Leadership, Nonprofits, Business Development, Business Process..., Analysis, Investments, Portfolio Management, Executive Management, Auditing, Corporate Finance, Financial Planning

Education
National University   1986 — 1988
MBA

University of Redlands   1984 — 1986
BS

Eileen Ho, CMP Eileen Ho, CMP San Francisco Bay Area Details
Eileen Ho, CMP's Wells Fargo Funds Management Experience January 2005 - July 2009
Job Corporate Events Manager
Industry Events Services
Experience
Wells Fargo Wholesale Meeting and Event Management   July 2009 - Present
Wells Fargo Funds Management   January 2005 - July 2009
Washington University in St. Louis  July 2001 - May 2004
New York Cares  June 1999 - February 2001
Hampshire College  July 1998 - June 1999

Skills
Corporate Events, Weddings, Higher Education, Event Planning, Volunteer Management, Fundraising, Event Management, Non-profits, Public Speaking, Budget, Creative Direction, Budgets

Education
Teachers College of Columbia University   1997 — 1998
MA, Student Personnel Administration

Occidental College   1993 — 1997
BA, Psychology & Sociology

Kris Tasker Kris Tasker Boston, Massachusetts Details
Kris Tasker's Wells Fargo Funds Management Experience May 2015 - Present
Job Compliance Manager II
Industry Financial Services
Experience
Wells Fargo Funds Management   May 2015 - Present
Citizens Bank  June 2013 - March 2015
Citizens Bank  May 2008 - June 2013
Evergreen Investments  October 2005 - May 2008
Investors Bank and Trust  March 2005 - October 2005
Investors Bank and Trust  October 2004 - March 2005
Putnam Investments  June 2003 - October 2004
Putnam Investments  January 2002 - June 2003
Putnam Investments  April 2000 - January 2002
Putnam Investments  May 1998 - April 2000

Skills
AML, Banking, Financial Risk, Finance, Portfolio Management, Due Diligence, Investments, Auditing, Internal Audit, Mutual Funds, Vendor Management, Corporate Finance, Risk Assessment, Operational Risk

Education
College of the Holy Cross   1991 — 1996
B.A., History

Medway High School   1987 — 1991

Gary Tesi Gary Tesi Greater Philadelphia Area Details
Gary Tesi's Wells Fargo Funds Management Experience January 1997 - April 1999
Job Seasoned Business Analyst, Project Manager and Product Manager
Industry Information Technology and Services
Experience
MissionStaff  June 2015 - Present
CE Solutions  January 2015 - June 2015
MissionStaff  April 2012 - October 2014
RR Donnelley  June 2006 - April 2012
RR Donnelley  November 2005 - December 2008
RR Donnelley  December 2003 - November 2005
J.P. Morgan Worldwide Securities Services   May 1999 - December 2003
Wells Fargo Funds Management   January 1997 - April 1999
CITI Fund Services  January 1995 - December 1996
Wells Fargo Funds Management   January 1994 - January 1995

Skills
Agile Methodologies, Agile Project Management, Business Analysis, Business Requirements, Change Management, Customer Service, Data Analysis, Expense Management, Financial Analysis, Financial Reporting, Mutual Funds, Problem Solving, Process Improvement, Product Development, Product Management, Project Management, Regulatory Requirements, Requirements Analysis, Requirements Gathering, Requirements Management, Requirement..., SDLC, Software Project..., Software Quality..., Software Requirements, Technical Documentation, Use Case Analysis, User Acceptance Testing, Vendor Management, Vendor Relationships, Visio, Microsoft SQL Server, Business Process, Software Development, Software Documentation, Business Alliances, SQL, Quality Assurance, Data Warehousing, SharePoint, Business Process..., Business Intelligence, Systems Analysis

Education
State University of New York College at Oswego   1987 — 1991
Bachelor of Science, Accounting

Nancy Heuer-Galica Nancy Heuer-Galica Dallas/Fort Worth Area Details
Nancy Heuer-Galica's Wells Fargo Funds Management Experience October 2005 - December 2007
Job Marketing Manager for a non profit
Industry Marketing and Advertising
Experience
Carter BloodCare  July 2013 - Present
Alcon Laboratories, Inc. (contracted through Experis)   May 2012 - June 2013
Cultural Care Au Pair  January 2012 - September 2012
Wells Fargo Funds Management   October 2005 - December 2007
Strong Investments  April 2000 - October 2005
Aid Association for Lutherans  June 1995 - April 2000

Skills
Product Management, Marketing Strategy, Marketing Communications, Marketing, Digital Marketing, Marketing Management, Advertising, Brand Management, Leadership, Direct Marketing, Management, E-commerce, Sales, Budgets, Strategic Planning, Strategy, Process Improvement

Education
Keller Graduate School of Management of DeVry University   2003 — 2006
Masters, Marketing

Marian College of Fond du Lac   1999 — 2002
Bachelors, Marketing

Fox Valley Technical College   1994 — 1998
Associates, Marketing

NLSH   1990 — 1994

Mike Underwood Mike Underwood Greater Milwaukee Area Details
Mike Underwood's Wells Fargo Funds Management Experience September 2003 - October 2009
Job President at Underwood Events
Industry Events Services
Experience
Underwood Events   November 2009 - Present
Wells Fargo Funds Management   September 2003 - October 2009
Muscular Dystrophy Association  1997 - 2003

Skills
Event Planning, Public Speaking, Marketing, Marketing Communications, Event Management, Strategic Planning, Meeting Planning, Sales, Customer Service, Marketing Strategy, Social Media, Trade Shows, Social Media Marketing, Management, Integrated Marketing

Education
University of Nebraska-Lincoln   1990 — 1996
Bachelor of Arts, Communications

Peter Speidel, CFA Peter Speidel, CFA Waukesha, Wisconsin Details
Peter Speidel, CFA's Wells Fargo Funds Management Experience June 2012 - Present
Job Investment Analyst
Industry Investment Management
Experience
Wells Fargo Funds Management   June 2012 - Present
Wisconsin Lutheran College  May 2010 - June 2014
Wells Capital Management  January 2011 - June 2012
Wells Capital Management  March 2010 - January 2011
Capital Market Consultants   2005 - 2010

Skills
Chartered Financial..., Investments, Asset Allocation, Portfolio Management, Mutual Funds, Financial Modeling, Fixed Income, Asset Management, Equities, Capital Markets, Economics, Due Diligence, Financial Analysis, Valuation, Econometrics, Risk Management, Investment Strategies, VBA

Education
Marquette University
MS, Applied Economics, Financial Markets

Wisconsin Lutheran College
BS, Economics/Finance

Emma Gutierrez Emma Gutierrez Ithaca, New York Area Details
Emma Gutierrez's Wells Fargo Funds Management Experience August 2007 - July 2013
Job MBA/MILR Candidate at Cornell University Johnson School of Management & School of Industrial and Labor Relations
Industry Human Resources
Experience
Microsoft  May 2015 - August 2015
Microsoft  May 2014 - August 2014
Wells Fargo Funds Management   August 2007 - July 2013
Wells Fargo Asset Management  May 2006 - July 2007

Skills
Public Relations, Relationship Management, Communication Skills, Media Relations, Publicist, Strategic Planning, Event Planning, Strategic Communications, Social Media, Public Speaking, Market Research, Series 7, Investments

Education
Cornell University   2013 — 2015
Master of Business Administration (M.B.A.), Focus in Human Resources

Cornell University   2013 — 2015
Master of Arts (M.A.), Industrial and Labor Relations

University of California, Berkeley   2002 — 2006
Bachelor of Arts (B.A.), Mass Communications

Mt. Eden

Philip Lok Philip Lok San Francisco Bay Area Details
Philip Lok's Wells Fargo Funds Management Experience February 2014 - Present
Job Analyst at Wells Fargo
Industry Investment Management
Experience
Wells Fargo Funds Management   February 2014 - Present
State Street Bank  February 2013 - January 2014
Merrill Lynch  October 2012 - December 2012

Skills
Leadership, Finance, Investments, Financial Analysis, Public Speaking, Investment Management, Business Strategy, Financial Reporting, Valuation, Asset Management, Bloomberg, Mutual Funds, Financial Accounting, Wealth Management

Education
University of California, Riverside   2009 — 2012
Bachelor of Science, Business Administration: Finance, Graduate

Anar Hooper Anar Hooper San Francisco Bay Area Details
Anar Hooper's Wells Fargo Funds Management Experience March 2011 - Present
Job Assistant Vice President, Product Development, at Wells Fargo Funds Management
Industry Financial Services
Experience
Wells Fargo Funds Management   March 2011 - Present
Wells Fargo Funds Management   March 2008 - March 2011
Wells Fargo Funds Management   August 2006 - February 2008
Wells Fargo Funds Management   July 2005 - July 2006
Wells Fargo Funds Management   September 2003 - June 2006
Wells Capital Management  February 2001 - August 2003

Education
University of California, Berkeley   1999 — 2003
B.A., Political Science

Debra Ann Early Debra Ann Early San Francisco Bay Area Details
Debra Ann Early's Wells Fargo Funds Management Experience December 2007 - Present
Job CCO Wells Fargo Advantage Funds
Industry Investment Management
Experience
Wells Fargo Funds Management   December 2007 - Present
Parnassus Investments  2004 - 2007
Coopers and Lybrand  1992 - 2004
PricewaterhouseCoopers  1992 - 2004
pricewaterhouseCoopers  1992 - 2004
PricewaterhouseCoopers  1992 - 2004
PricewaterhouseCoopers  1992 - 2004
Coopers & Lybrand  1992 - 2004

Skills
Compliance, Asset Management, Mutual Funds, Auditing, Internal Controls, SEC reporting, Financial Reporting, Accounting, Audit

Education
Florida Atlantic University   1988 — 1992
Master of Business Administration (M.B.A.)

Colorado State University   1982 — 1985
BA, Art

Nancy Wiser Nancy Wiser Greater Boston Area Details
Nancy Wiser's Wells Fargo Funds Management Experience July 2011 - Present
Job EVP & COO at Wells Fargo Funds Management
Industry Investment Management
Experience
Wells Fargo Funds Management   July 2011 - Present
Two Equity Market Neutral Quantitative Hedge Funds   2006 - 2011
Global Distressed Debt Hedge Fund   2005 - 2006
Traditional Asset Management Firms   2000 - 2005
Fund Service Providers   1989 - 2000

Skills
Customer Service, Hedge Funds, Financial Advisory, Fund Accounting, Microsoft Office, Portfolio Management, Mutual Funds, PowerPoint, Equities, Microsoft Excel, Microsoft Word, Financial Services, Fund Administration, Asset Management, Investments, Alternative Investments, Management, Fixed Income, Risk Management

Education
Providence College   1985 — 1989
Bachelor of Science (B.S.), Business Administration and Management, General

Jose Bunag Jose Bunag Milwaukee, Wisconsin Details
Jose Bunag's Wells Fargo Funds Management Experience January 2014 - September 2014
Job Registered Client Specialist at Robert W. Baird & Co. Private Wealth Management
Industry Financial Services
Experience
Robert W. Baird & Co.   September 2014 - Present
Wells Fargo Funds Management   January 2014 - September 2014
JPMorgan Chase  May 2013 - January 2014
Marquette University  September 2011 - May 2013
Institute for Entrepreneurship   September 2012 - October 2012
Marquette University  March 2012 - March 2012

Skills
Microsoft Office, Series 63, Research, Customer Service, Hold Series 7, Data Analysis, Microsoft Excel, PowerPoint, Microsoft Word, English, Social Media, Market Research, Financial Analysis, Photoshop, Public Speaking

Education
Marquette University   2011 — 2013
Bachelor of Arts, Economics, Magna cum Laude

University of the Philippines   2008 — 2010
Economics

Ateneo de Manila University   1996 — 2008

Joe Sinha Joe Sinha San Francisco Bay Area Details
Joe Sinha's Wells Fargo Funds Management Experience 2007 - 2009
Job Director of Sales and Marketing at Parnassus Investments
Industry Financial Services
Experience
Parnassus Investments  May 2015 - Present
Wells Fargo Funds Management, LLC  February 2012 - May 2015
Wells Fargo Advantage Funds  April 2009 - February 2012
Wells Fargo Funds Management   2007 - 2009
Wells Fargo Advantage Funds  April 2000 - March 2007
Transamerica  1999 - 2000
Morningstar  December 1992 - June 1997

Skills
Asset Allocation, Mutual Funds, Leadership, Mergers & Acquisitions, Investments, Product Development, Marketing, Investment Management, Game Shows, Financial Services, Chickens, Hedge Funds, Alternative Investments, Chilled Water, Relationship Management, Asset Management, Wealth Management

Education
University of Southern California - Marshall School of Business   1997 — 1999
MBA, Product Marketing & Investment Finance

University of Michigan   1988 — 1992
Bachelor’s Degree, English, Economics

James Papas James Papas San Francisco Bay Area Details
James Papas's Wells Fargo Funds Management Experience September 2004 - July 2007
Job Vice President Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab  August 2007 - Present
Wells Fargo Funds Management   September 2004 - July 2007
Fidelity Investments  June 2002 - August 2004

Skills
Asset Allocation, Financial Services, Investments, Mutual Funds, Securities, Asset Management, Financial Planning, Retirement, Wealth Management, Life Insurance, Annuities

Education
University of Delaware
Bachelor of Science (BS), Business/Consumer Economics

Karen L. Roach Karen L. Roach Greater Boston Area Details
Karen L. Roach's Wells Fargo Funds Management Experience December 2006 - October 2010
Job Online Content Development | Communications Consultant | Writer
Industry Financial Services
Experience
Wells Fargo Funds Management   December 2006 - October 2010
Evergreen Investments  2006 - 2009
Veritude, a Fidelity Investments company  January 2006 - November 2006
Columbia Management  November 2000 - September 2004
WGBH  January 2000 - May 2000
Harvard University  October 1999 - December 1999
Harvard Business School  September 1998 - June 1999

Skills
Content Strategy, Editing, Content Management, Marketing, Web Content, Strategy, Web Content Creation, RFP Content and Analysis, Social Media, Content Marketing, Proofreading, Web Content Management, Competitive Analysis, Writing, Vendor Management, Online Marketing, Content Auditing

Education
Vassar College
B.A., English

Emerson College
Certificate, Marketing and Branding

Winsor School

Pete Greenley Pete Greenley San Francisco Bay Area Details
Pete Greenley's Wells Fargo Funds Management Experience 2007 - 2010
Job Executive Communications Professional at Wells Fargo
Industry Public Relations and Communications
Experience
Wells Fargo - Community Banking   2011 - Present
Wells Fargo Funds Management   2007 - 2010
newsPRos and Reed Smith LLP   2004 - 2007
AXA Financial  2002 - 2004
Kalt, Rosen & Co.   2001 - 2002
Montgomery Asset Management  1998 - 2000
The Lindner Funds   1995 - 1998
Pet Incorporated  1994 - 1995

Skills
Media Relations, Corporate Communications, Internal Communications, Marketing Communications, Strategic Communications, Public Relations, Financial Services, Social Media, Press Releases, Marketing, Strategic Planning, Series 7, Crisis Communications, Investments, Speech Writing, Social Media Marketing, Mutual Funds, Integrated Marketing, Event Planning, Thought Leadership, Banking, Executive-level..., Product Marketing, Communication Training, Publications

Education
Purdue University
BA, Communications

Jeanne Cutrone Jeanne Cutrone Greater Nashville Area Details
Jeanne Cutrone's Wells Fargo Funds Management Experience October 2008 - April 2009
Job
Industry Banking
Experience
Bank of the West  February 2010 - June 2010
Bank of the West  April 2009 - March 2010
Wells Fargo Funds Management   October 2008 - April 2009
Barclays Capital  September 2004 - December 2007
Morgan Stanley & Co.   July 2003 - May 2004
Merrill Lynch  March 2002 - July 2003
Merrill Lyncn & Co.   February 2001 - March 2002
Merrill Lynch & Co.   August 1997 - February 2001
Coopers & Lybrand, LLP   September 1992 - August 1995

Skills
Financial Modeling, Financial Analysis, Derivatives, Portfolio Management, Risk Management, Banking, Bloomberg, Capital Markets, Investments, Financial Services

Education
University of Rochester - Simon Business School   1995 — 1997
MBA

Union College   1988 — 1992
BS

Nan Jiang, CFA Nan Jiang, CFA Greater Boston Area Details
Nan Jiang, CFA's Wells Fargo Funds Management Experience June 2011 - Present
Job Senior Product Manager at Wells Fargo Funds Management
Industry Investment Management
Experience
Wells Fargo Funds Management   June 2011 - Present
Fidelity Investments / Pyramis Global Advisors   November 2009 - June 2011
State Street Global Advisors  January 2008 - June 2009
State Street Corp, InterSec Research   February 2004 - December 2007

Skills
Equities, Portfolio Management, Asset Management, Investments, Product Development, Emerging Markets, Investment Analysis, Risk Management, Mutual Funds, Securities, Financial Services, Product Management

Education
Suffolk University - Sawyer School of Management
MBA

Shanghai Normal University
BA/BS

Erik Sens, CFA Erik Sens, CFA San Francisco Bay Area Details
Erik Sens, CFA's Wells Fargo Funds Management Experience October 2007 - Present
Job VP, Manager, Investments Group, Domestic Equities at Wells Fargo Funds Management
Industry Investment Management
Experience
Wells Fargo Funds Management   October 2007 - Present
McGahan Greene McHugh Capital Management   April 2005 - December 2006
Fan Asset Management, LLC   2000 - 2005
Franklin Templeton  September 1989 - July 2000

Skills
Investments, Portfolio Management, Mutual Funds, Equities, Investment Management, Asset Management, Financial Modeling

Education
University of San Francisco   1986 — 1989
BS, Finance, Philosophy (double major)

CFA Institute
CFA, Financial Analysis

Deborah Vander Heyden Deborah Vander Heyden Greater Milwaukee Area Details
Deborah Vander Heyden's Wells Fargo Funds Management Experience 1996 - Present
Job Contract Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  Contract AnalystWells Fargo / Strong1996 - Present
Wells Fargo Investments  1996 - Present
Wells Fargo - Funds Management Group  1996 - Present
Wells Fargo Funds Management   1996 - Present
Strong Financial Corporation  1996 - 2005

Skills
Vendor Management, Mutual Funds, Portfolio Management, Asset Management, Financial Services, SDLC, Business Analysis, Securities, Investments, Process Improvement, Banking

Education
Cardinal Stritch University   1999 — 2007

Kristina Page Kristina Page San Francisco Bay Area Details
Kristina Page's Wells Fargo Funds Management Experience January 2007 - August 2008
Job American Funds
Industry Financial Services
Experience
American Funds from Capital Group   November 2013 - Present
Wells Fargo Advantage Funds  August 2008 - October 2013
Wells Fargo Funds Management   January 2007 - August 2008

Education
University of California, Davis   1994 — 1998

Scott DeGraeve, CIMA Scott DeGraeve, CIMA San Francisco Bay Area Details
Scott DeGraeve, CIMA's Wells Fargo Funds Management Experience October 2010 - Present
Job Head of Marketing, International Funds and Liquidity Products Wells Fargo Funds Management Group
Industry Financial Services
Experience
Wells Fargo Funds Management   October 2010 - Present
Wells Fargo Funds Management   February 2008 - October 2010
Wells Fargo  June 2005 - June 2007
Charles Schwab Corp   December 2001 - June 2005

Skills
Product Marketing, Marketing Communications, Financial Services, Series 7, Marketing, Mutual Funds, Investments, Wealth Management

Education
Miami University   1992 — 1996

Anthony Savala Anthony Savala San Francisco Bay Area Details
Anthony Savala's Wells Fargo Funds Management Experience 1999 - 2007
Job Business Owner, Entrepreneur
Industry Real Estate
Experience
Sautter Savala Investments Inc.   July 2011 - Present
Communication Works  February 2008 - Present
Wells Fargo Funds Management   1999 - 2007

Skills
Investments, Business Development, Marketing, New Business Development, Strategy, Microsoft Excel, Management, Strategic Planning, Customer Service, Sales, Asset Management

Education
University of Arizona   1991 — 1995

Jared Yuasa, CFA Jared Yuasa, CFA San Francisco Bay Area Details
Jared Yuasa, CFA's Wells Fargo Funds Management Experience April 2006 - May 2007
Job Performance Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  2007 - Present
Wells Fargo Funds Management   April 2006 - May 2007
Piper Jaffray  October 2005 - February 2006

Skills
project management, financial products..., financial modeling, performance attribution, discount cash flow (DCF), internal rate of return..., financial statement..., fixed income analysis, Business Requirements, Project Management, Finance, Negotiation, Asset Managment, Financial Services, Investments, Microsoft Excel, Social Media, Asset Management, Quality Assurance, Customer Service, Strategic Financial..., Change Management, Program Management, Cross-functional Team..., Vendor Management, Equities, Business Analysis, Mutual Funds, Financial Modeling, Budgets, Strategic Planning, Business Strategy, Microsoft Office, Business Development

Education
University of California, Berkeley   1992 — 1997
Bachelor of Science (BS), Environmental Economic Policy

Tyson Hayner Tyson Hayner San Francisco, California Details
Tyson Hayner's Wells Fargo Funds Management Experience November 2007 - Present
Job Product Manager at Wells Fargo Funds Management
Industry Financial Services
Experience
Wells Fargo Funds Management   November 2007 - Present

Education
San Francisco State University   2007 — 2008
MBA

Northeastern University   1996 — 2000
BSBA, Finance and Accounting

Katie D'Angelo Katie D'Angelo San Francisco Bay Area Details
Katie D'Angelo's Wells Fargo Funds Management Experience February 2012 - Present
Job VP, DCIO Senior Strategic Relationship Manager at Wells Fargo Funds Management
Industry Financial Services
Experience
Wells Fargo Funds Management   February 2012 - Present
Wells Fargo Funds Mgmt.   September 2005 - February 2012
Wells Fargo Funds Management, LLC  November 2006 - February 2008
Berkeley Capital Management   January 1999 - November 2007
Citi Smith Barney  June 1997 - December 1999

Skills
Product Development, Asset Allocation, Alternative Investments, Wealth Management, ETFs, Series 24, Investments, Asset Managment, Portfolio Management, Financial Services, Financial Advisory, Securities, Uniform Combined State..., Asset Management, Strategy

Education
Sonoma State University   1993 — 1997
BA, with honors, Psychology

Cara Peck Cara Peck San Francisco, California Details
Cara Peck's Wells Fargo Funds Management Experience August 2004 - July 2011
Job EVP, Enterprise Talent Planning and Development Services
Industry Financial Services
Experience
Wells Fargo & Co  July 2011 - Present
Wells Fargo Funds Management   August 2004 - July 2011
Wells Fargo Funds Management   June 1999 - July 2004
Textainer  August 1992 - June 1998

Skills
Investments, Public Speaking, Relationship Management, Strategic Planning, Organizational Design, Change Management, Leadership Development, Series 7 & 24, Marketing Strategy, Compliance, Management, Marketing, Marketing Communications, Strategy, Financial Services, Business Development, Mergers & Acquisitions, Sales

Education
Saint Mary's College of California
B.A., Business Management

Hannah Marble Hannah Marble San Francisco Bay Area Details
Hannah Marble's Wells Fargo Funds Management Experience June 2005 - July 2010
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

Danice Desaulniers Danice Desaulniers San Francisco Bay Area Details
Danice Desaulniers's Wells Fargo Funds Management Experience October 2005 - May 2009
Job at Wells Fargo & Company
Industry Investment Management
Experience
Wells Fargo & Company  March 2010 - Present
Wells Fargo - Wealth, Brokerage & Retirement   June 2009 - March 2010
Wells Fargo Funds Management   October 2005 - May 2009
Wells Fargo Funds Management   May 2002 - January 2005
Wells Fargo Private Client Services  July 1999 - May 2002
Textainer  1992 - 1997

Education
University of California, Santa Barbara   1972 — 1976
B.A., English Literature

San Francisco State University
M.A., English Literature

Evelina Phemister Evelina Phemister San Francisco Bay Area Details
Evelina Phemister's Wells Fargo Funds Management Experience February 2015 - Present
Job Graphic Designer at Wells Fargo Funds Management
Industry Graphic Design
Experience
Wells Fargo Funds Management   February 2015 - Present
Western American Diocese of Russian Orthodox Church   July 2012 - April 2015
Simpson Strong-Tie  January 2014 - September 2014
Congress of Russian Americans   October 2011 - January 2014
Bay Marketing&Advertising Inc.   November 2011 - November 2012
Mesart   May 2011 - September 2011

Skills
Photoshop, InDesign, Graphic Design, Logo Design, Adobe Creative Suite, Typography, Posters, Corporate Identity, Graphics, Layout, Brochures, Image Manipulation, Flyers, Business Cards, Visual Communication, Magazine Design, Invitations, Banners, Stationery, Book Covers, Book Design, Photography, Information Design, Branding & Identity, Digital Printing, Digital Photography, Brand Development, Art Direction, Catalogs

Education
Academy of Art University   2007 — 2012
Bachelor of Fine Arts (BFA), School of Graphic Design

Ronald Basile Ronald Basile Greater Boston Area Details
Ronald Basile's Wells Fargo Funds Management Experience October 2012 - Present
Job Vice President, Head of International TA Services at Wells Fargo Asset Management
Industry Financial Services
Experience
Wells Fargo Funds Management   October 2012 - Present

Skills
Business Process..., Product Management, Project Management, Mutual Funds, Asset Managment, Financial Services, Equities, Mergers, Analysis, Asset Management, Financial Reporting, Mergers & Acquisitions, Investments, Management

Education
City University of New York-Queens College
BS

Frank Stanton Frank Stanton Greater New York City Area Details
Frank Stanton's Wells Fargo Funds Management Experience November 2001 - August 2003
Job Marketing Manager at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management  July 2012 - Present
AccessAlpha Worldwide LLC   October 2007 - April 2012
UBS Global Asset Management  September 2003 - September 2007
Wells Fargo Funds Management   November 2001 - August 2003
Morningstar  1996 - October 2001

Skills
Investment Strategies, Equities, Asset Allocation, Morningstar, Portfolio Management, Mutual Funds, Investments, Morningstar Direct, Wealth Management, Risk Management, Bloomberg

Education
Denison University   1986 — 1990
Bachelor of Arts, Sociology / Anthropology

University of New Hampshire

Scott Fuller Scott Fuller San Francisco Bay Area Details
Scott Fuller's Wells Fargo Funds Management Experience December 2007 - September 2013
Job Senior Business Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab  September 2014 - Present
Wells Fargo Funds Management   December 2007 - September 2013
Wells Fargo  July 2007 - December 2007
Charles Schwab  August 2006 - March 2007
Wells Fargo  November 2004 - July 2005
Charles Schwab  2001 - 2003
Charles Schwab  1998 - 2001
Charles Schwab  1995 - 1998

Skills
Marketing, Investments, Business Development, Management, Leadership, Strategic Planning, Sales, Asset Management, Project Management, Sales Management, Analysis, Investment Strategies, Corporate Communications, Training, Capital Markets, Mutual Funds, Marketing Strategy

Education
California State University-Sacramento   1989 — 1992
BS, Finance, Economics

Cabrillo College   1986 — 1989
AA, Economics

Stephen Pedrin Stephen Pedrin San Francisco Bay Area Details
Stephen Pedrin's Wells Fargo Funds Management Experience July 2004 - June 2006
Job Insurance Professional, Client Development, & Community Volunteer
Industry Insurance
Experience
Farmers Insurance  March 2014 - Present
Guide Dogs for the Blind  November 2002 - Present
Marin Professionals  2011 - Present
Metropolitan Arts Partnership / Combined Federal Campaign Norcal   August 2012 - February 2013
American Diabetes Association  April 2010 - August 2011
American Diabetes Association  August 2009 - November 2009
AAA Northern California, Nevada & Utah   April 2007 - May 2009
AAA Northern California, Nevada & Utah   July 2006 - April 2007
Wells Fargo Funds Management   July 2004 - June 2006
Wells Fargo Funds Management / Wells Fargo Funds Distributor   March 2001 - July 2004

Skills
Fundraising, Event Planning, Nonprofits, Event Management, Leadership, Non-profits, Management, Public Speaking, Training, Project Management, Sales, Customer Service, Cold Calling, Volunteering, Workplace Giving, Cause-Related Marketing..., Lead Generation

Education
San Francisco State University
Bachelor of Science, Business Administration

Paige (Morway) Sullivan Paige (Morway) Sullivan Greater Boston Area Details
Paige (Morway) Sullivan's Wells Fargo Funds Management Experience April 2001 - December 2002
Job Client Service at The Regus Group
Industry Executive Office
Experience
The Regus Group  December 2014 - February 2015
Wells Fargo Funds Management   April 2001 - December 2002
mPower Advisors   October 2000 - April 2001
Montgomery Asset Management  June 1993 - September 2000

Skills
Mutual Funds, Financial Services, Vendor Management, FINRA, Series 6, Series 63, Alternative Investments, Fund Administration, Transfer Agency, Project Management, Customer Service, Hedge Funds, Securities

Education
San Francisco State University   1989 — 1993
BA, Industrial and Organizational Psychology

Aragon High School

David Berardi MBA David Berardi MBA Greater Boston Area Details
David Berardi MBA's Wells Fargo Funds Management Experience October 2012 - Present
Job Vice President & Head of Fund Reporting and Control Wells Fargo Funds Management Group
Industry Investment Management
Experience
Wells Fargo Funds Management   October 2012 - Present
Wells Fargo Funds Management after Merger with Evergree   May 2009 - February 2013
Evergreen Investments  September 1999 - May 2009
Investors Bank and Trust  August 1997 - September 1999

Skills
Mutual Funds, Accounting, Bloomberg, Equities, Financial Reporting, Financial Services, Fixed Income, Fund Administration, Asset Management

Education
Bentley University   1999 — 2003
MBA, Finance

University of Massachusetts, Amherst   1993 — 1997
BS, Finance

Deborah Torrence Deborah Torrence Charlotte, North Carolina Area Details
Deborah Torrence's Wells Fargo Funds Management Experience 2006 - Present
Job Financial Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Funds Management   2006 - Present
Wachovia (aquired by Wells Fargo)   2000 - 2006
First Union (acquired by Wachovia)   1997 - 2000

Skills
Financial Analysis, Finance, Wealth Management, Financial Services, Investments, Accounting, Series 7, Portfolio Management, Variance Analysis, Banking, Risk Management, Financial Modeling, Management, Analysis, Strategic Financial..., Forecasting, Budgets, Managerial Finance, Asset Management, Internal Controls, Mutual Funds

Education
University of North Carolina at Charlotte
Bachelor of Applied Science (B.A.Sc.), Accounting

Jeremy DePalma Jeremy DePalma Reading, Massachusetts Details
Jeremy DePalma's Wells Fargo Funds Management Experience June 1999 - Present
Job Head of Fund Administration at Wells Fargo Funds Management
Industry Financial Services
Experience
Wells Fargo Funds Management   June 1999 - Present

Education
University of Massachusetts, Amherst

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