Wells Fargo Funds Management, LLC
Industry: Company
DescriptionHeadquarters: San Francisco, CA Parent organizations: Wells Fargo, Wells Capital Management Incorporated Subsidiaries: Wells Fargo Asset Management Luxembourg S.A.,
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Wells Fargo Funds Management, LLC Employees
Employee
Years
Job
Industry
David Tyree David Tyree's Wells Fargo Funds Management, LLC Experience December 2006 - December 2009
Job Security Expert & Strategic Advisor
Industry Information Technology and Services
Experience
Forsythe Technology October 2014 - Present
HP Enterprise Security Services June 2013 - July 2014
HP Enterprise Security Services January 2012 - May 2013
Federal Home Loan Bank of Chicago August 2011 - January 2012
HSBC December 2009 - May 2011
Wells Fargo Funds Management LLC December 2006 - December 2009
Takeda Pharmaceuticals April 2006 - November 2006
Johnson Controls January 2002 - January 2006
Netigy Corporation August 2000 - November 2001
Ernst & Young LLP June 1999 - August 2000
Skills
Security, Identity Management, Application Security, CISSP, Enterprise Architecture, Pre-sales, IAM, Managed Security..., Security Consulting, Information Security, Computer Security, Information Security..., Risk Management, Network Security, Consulting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1983 — 1986
MBA
Rensselaer Polytechnic Institute 1975 — 1979
BS
Forsythe Technology October 2014 - Present
HP Enterprise Security Services June 2013 - July 2014
HP Enterprise Security Services January 2012 - May 2013
Federal Home Loan Bank of Chicago August 2011 - January 2012
HSBC December 2009 - May 2011
Wells Fargo Funds Management LLC December 2006 - December 2009
Takeda Pharmaceuticals April 2006 - November 2006
Johnson Controls January 2002 - January 2006
Netigy Corporation August 2000 - November 2001
Ernst & Young LLP June 1999 - August 2000
Skills
Security, Identity Management, Application Security, CISSP, Enterprise Architecture, Pre-sales, IAM, Managed Security..., Security Consulting, Information Security, Computer Security, Information Security..., Risk Management, Network Security, Consulting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1983 — 1986
MBA
Rensselaer Polytechnic Institute 1975 — 1979
BS
Brent Plumley Brent Plumley's Wells Fargo Funds Management, LLC Experience May 2011 - August 2014
Job FP&A at The North Face
Industry Apparel & Fashion
Experience
The North Face July 2015 - Present
Wells Fargo August 2014 - July 2015
Wells Fargo Funds Management, LLC May 2011 - August 2014
Wells Fargo Funds Management, LLC March 2010 - April 2011
Evergreen Investments March 2007 - March 2010
Evergreen Investments February 2006 - February 2007
Skills
Mutual Funds, Bloomberg, Valuation, Alternative Investments, Financial Modeling, SEC Financial Reporting, Financial Accounting, Investments, Financial Analysis, Financial Reporting, Finance, Financial Services, Management, Accounting, Analysis, Microsoft Excel, People Skills, Strategy, Market Research
Education
Georgetown University - The McDonough School of Business 2003 — 2005
Bachelor of Science (BS), Business Administration, Finance
University of San Francisco - School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Finance & Strategy, 3.97/4.00
The North Face July 2015 - Present
Wells Fargo August 2014 - July 2015
Wells Fargo Funds Management, LLC May 2011 - August 2014
Wells Fargo Funds Management, LLC March 2010 - April 2011
Evergreen Investments March 2007 - March 2010
Evergreen Investments February 2006 - February 2007
Skills
Mutual Funds, Bloomberg, Valuation, Alternative Investments, Financial Modeling, SEC Financial Reporting, Financial Accounting, Investments, Financial Analysis, Financial Reporting, Finance, Financial Services, Management, Accounting, Analysis, Microsoft Excel, People Skills, Strategy, Market Research
Education
Georgetown University - The McDonough School of Business 2003 — 2005
Bachelor of Science (BS), Business Administration, Finance
University of San Francisco - School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Finance & Strategy, 3.97/4.00
David Vallon David Vallon's Wells Fargo Funds Management, LLC Experience February 1999 - August 2002
Job SVP, CCO at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management March 2005 - Present
Charles Schwab Investment Management August 2002 - March 2005
Wells Fargo Funds Management, LLC February 1999 - August 2002
Franklin Templeton Investments July 1997 - February 1999
Skills
Series 7, Securities, Mutual Funds, Financial Services, Investments, Portfolio Management, Program Management, Auditing, Internal Controls, Internal Audit, Policy, SEC, Training, Governance, Trading, Due Diligence, Compliance, CFTC, AML
Education
UC Irvine
Bachelor of Arts, Political Science
Natixis Global Asset Management March 2005 - Present
Charles Schwab Investment Management August 2002 - March 2005
Wells Fargo Funds Management, LLC February 1999 - August 2002
Franklin Templeton Investments July 1997 - February 1999
Skills
Series 7, Securities, Mutual Funds, Financial Services, Investments, Portfolio Management, Program Management, Auditing, Internal Controls, Internal Audit, Policy, SEC, Training, Governance, Trading, Due Diligence, Compliance, CFTC, AML
Education
UC Irvine
Bachelor of Arts, Political Science
William B. Innis, CFA William B. Innis, CFA's Wells Fargo Funds Management, LLC Experience August 2007 - Present
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
Kandarp Acharya, CFA, FRM's Wells Fargo Funds Management, LLC Experience January 2005 - January 2008
Job Senior Portfolio Manager at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management August 2013 - Present
The Clearing House 2010 - Present
CFA Society of San Francisco July 2012 - June 2015
University of San Francisco October 2010 - July 2014
PALS P.T.O. 2011 - May 2014
Wells Fargo Wealth Management Group May 2011 - July 2013
Wells Fargo Wealth Management Group February 2008 - April 2011
CFA Society of Milwaukee July 2006 - January 2008
Wells Fargo Funds Management LLC January 2005 - January 2008
Strong Capital Management, Inc January 2001 - December 2004
Skills
Capital Markets, Asset Allocation, Quantitative Analysis, Tactical Asset..., Portfolio Management, Investments, Portfolio Optimization, Risk Modeling, Risk Management, Retirement Income..., Equities, Fixed Income, Global Tactical Asset..., Due Diligence, Quantitative Analytics, Financial Risk, Alternative Investments, Analysis, Analytics, Asset Management, Credit, Economics, Hedge Funds, Retirement, Strategy, Mutual Funds
Education
The University of Chicago 1997 — 1999
MBA
Marquette University 1988 — 1990
MS
MS University, Baroda 1981 — 1985
B.E.
Wells Capital Management August 2013 - Present
The Clearing House 2010 - Present
CFA Society of San Francisco July 2012 - June 2015
University of San Francisco October 2010 - July 2014
PALS P.T.O. 2011 - May 2014
Wells Fargo Wealth Management Group May 2011 - July 2013
Wells Fargo Wealth Management Group February 2008 - April 2011
CFA Society of Milwaukee July 2006 - January 2008
Wells Fargo Funds Management LLC January 2005 - January 2008
Strong Capital Management, Inc January 2001 - December 2004
Skills
Capital Markets, Asset Allocation, Quantitative Analysis, Tactical Asset..., Portfolio Management, Investments, Portfolio Optimization, Risk Modeling, Risk Management, Retirement Income..., Equities, Fixed Income, Global Tactical Asset..., Due Diligence, Quantitative Analytics, Financial Risk, Alternative Investments, Analysis, Analytics, Asset Management, Credit, Economics, Hedge Funds, Retirement, Strategy, Mutual Funds
Education
The University of Chicago 1997 — 1999
MBA
Marquette University 1988 — 1990
MS
MS University, Baroda 1981 — 1985
B.E.
Kris Hendrickson Kris Hendrickson's Wells Fargo Funds Management, LLC Experience February 1996 - Present
Job Manager, Project Management at Wells Fargo Funds Management
Industry Financial Services
Experience
Wells Fargo Funds Management, LLC February 1996 - Present
Skills
Management, Project Management, Process Improvement, Cost Saving Initiatives, Compliance, Risk Management, Financial Services
Education
Mount Mary College
Wells Fargo Funds Management, LLC February 1996 - Present
Skills
Management, Project Management, Process Improvement, Cost Saving Initiatives, Compliance, Risk Management, Financial Services
Education
Mount Mary College
Richard Chow's Wells Fargo Funds Management, LLC Experience September 2005 - December 2006
Job DevOps Manager
Industry Information Services
Experience
Intuit April 2015 - Present
Bitcasa, Inc. March 2014 - November 2014
Clinkle October 2013 - March 2014
Managed IT Network Solutions, Inc March 2010 - January 2014
Zinio September 2012 - October 2013
The Trium Group September 2007 - March 2010
Facetime Communications January 2007 - September 2007
Wells Fargo Funds Management, LLC September 2005 - December 2006
Pacific Growth Equities 2002 - 2005
Deloitte Consulting 2001 - 2003
Skills
SharePoint, Servers, Linux, Cisco Technologies, IT Management, Project Management, Windows, Management, Solaris, Data Center, Technical Support, Security, Networking, VMware, Microsoft SQL Server, Databases, AWS, Chef, Ubuntu, Mobile Devices, System Monitoring, Nagios, MySQL, Splunk, Ruby, Apache, OpenStack, Windows XP, High Availability, CentOS, System Deployment, IIS, Bash, Nginx, DNS, VMware ESX, Infrastructure, IT Operations, Open Source, Scalability, OS X, Server Architecture, DevOps, Amazon Web Services..., Linux System...
Education
San Francisco State University 1998 — 2001
Bachelor of Science, Computer Information Systems
Intuit April 2015 - Present
Bitcasa, Inc. March 2014 - November 2014
Clinkle October 2013 - March 2014
Managed IT Network Solutions, Inc March 2010 - January 2014
Zinio September 2012 - October 2013
The Trium Group September 2007 - March 2010
Facetime Communications January 2007 - September 2007
Wells Fargo Funds Management, LLC September 2005 - December 2006
Pacific Growth Equities 2002 - 2005
Deloitte Consulting 2001 - 2003
Skills
SharePoint, Servers, Linux, Cisco Technologies, IT Management, Project Management, Windows, Management, Solaris, Data Center, Technical Support, Security, Networking, VMware, Microsoft SQL Server, Databases, AWS, Chef, Ubuntu, Mobile Devices, System Monitoring, Nagios, MySQL, Splunk, Ruby, Apache, OpenStack, Windows XP, High Availability, CentOS, System Deployment, IIS, Bash, Nginx, DNS, VMware ESX, Infrastructure, IT Operations, Open Source, Scalability, OS X, Server Architecture, DevOps, Amazon Web Services..., Linux System...
Education
San Francisco State University 1998 — 2001
Bachelor of Science, Computer Information Systems
Tal Yeshanov's Wells Fargo Funds Management, LLC Experience May 2008 - August 2008
Job Payments & Risk Manager at Zoosk
Industry Internet
Experience
Zoosk January 2015 - Present
Eventbrite January 2014 - January 2015
Eventbrite September 2012 - January 2014
Eventbrite November 2011 - September 2012
Google November 2010 - November 2011
SD Tutoring & SD Babysitting September 2008 - November 2010
Wells Fargo Funds Management LLC May 2008 - August 2008
Jewish Business Association December 2005 - May 2008
Skills
Social Media, User Experience, Public Speaking, Research, Data Analysis, Microsoft Excel, High Analytical Skills, Highly detail oriented, Dependable Team Player, Positive Can-do Attitude, Teamwork, Advertising, Social Networking, Start-ups, Management, Market Research, Program Management, Marketing
Education
University of California, Berkeley 2005 — 2008
B.A., Political Economics & Business
University of California, Berkeley 2005 — 2008
Political Economics, Business
De Anza College 2003 — 2005
High Achiever High School Program, Co-enrollment High School-College Advancement Program
Zoosk January 2015 - Present
Eventbrite January 2014 - January 2015
Eventbrite September 2012 - January 2014
Eventbrite November 2011 - September 2012
Google November 2010 - November 2011
SD Tutoring & SD Babysitting September 2008 - November 2010
Wells Fargo Funds Management LLC May 2008 - August 2008
Jewish Business Association December 2005 - May 2008
Skills
Social Media, User Experience, Public Speaking, Research, Data Analysis, Microsoft Excel, High Analytical Skills, Highly detail oriented, Dependable Team Player, Positive Can-do Attitude, Teamwork, Advertising, Social Networking, Start-ups, Management, Market Research, Program Management, Marketing
Education
University of California, Berkeley 2005 — 2008
B.A., Political Economics & Business
University of California, Berkeley 2005 — 2008
Political Economics, Business
De Anza College 2003 — 2005
High Achiever High School Program, Co-enrollment High School-College Advancement Program
Melissa Jones, CFA Melissa Jones, CFA's Wells Fargo Funds Management, LLC Experience April 2008 - March 2011
Job Portfolio Analyst at Loomis, Sayles & Company
Industry Financial Services
Experience
Loomis, Sayles & Company June 2014 - Present
Loomis, Sayles & Company March 2011 - June 2014
Wells Fargo Funds Management, LLC April 2008 - March 2011
Wells Capital Management February 2007 - April 2008
Education
University of California, Berkeley 2003 — 2007
Bachelor's Degree, Business Administration
University of California, Berkeley 2003 — 2007
Bachelor's Degree, English Literature
Loomis, Sayles & Company June 2014 - Present
Loomis, Sayles & Company March 2011 - June 2014
Wells Fargo Funds Management, LLC April 2008 - March 2011
Wells Capital Management February 2007 - April 2008
Education
University of California, Berkeley 2003 — 2007
Bachelor's Degree, Business Administration
University of California, Berkeley 2003 — 2007
Bachelor's Degree, English Literature
Eleazar Lopez Jr. Eleazar Lopez Jr.'s Wells Fargo Funds Management, LLC Experience August 2008 - July 2009
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
Travis Keshemberg Travis Keshemberg's Wells Fargo Funds Management, LLC Experience September 2012 - Present
Job Vice President Director of Research at Wells Fargo Funds Management, LLC
Industry Investment Management
Experience
Wells Fargo Funds Management, LLC September 2012 - Present
Wells Fargo Funds Management, LLC January 2008 - September 2012
Wells Fargo Funds Management, LLC December 2006 - January 2008
Northwestern Mutual April 2006 - November 2006
Cleary Gull Holdings June 1997 - April 2006
Skills
Economics, Asset Allocation, Investments, Research, Portfolio Management, Financial Risk, Mutual Funds, Investment Strategies, Equities, Analysis, Risk Management, Investment Management, Due Diligence, Finance, Mergers & Acquisitions, Alternative Investments, Asset Management
Education
Marquette University 2010 — 2012
MSAE, Applied Economics
University of Wisconsin-Milwaukee 1990 — 1994
Master of Science, Business - Finance
Marquette University
BS, Business-Finance
Wells Fargo Funds Management, LLC September 2012 - Present
Wells Fargo Funds Management, LLC January 2008 - September 2012
Wells Fargo Funds Management, LLC December 2006 - January 2008
Northwestern Mutual April 2006 - November 2006
Cleary Gull Holdings June 1997 - April 2006
Skills
Economics, Asset Allocation, Investments, Research, Portfolio Management, Financial Risk, Mutual Funds, Investment Strategies, Equities, Analysis, Risk Management, Investment Management, Due Diligence, Finance, Mergers & Acquisitions, Alternative Investments, Asset Management
Education
Marquette University 2010 — 2012
MSAE, Applied Economics
University of Wisconsin-Milwaukee 1990 — 1994
Master of Science, Business - Finance
Marquette University
BS, Business-Finance
Joe Sinha Joe Sinha's Wells Fargo Funds Management, LLC Experience February 2012 - May 2015
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
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
Steven Larson, CFA's Wells Fargo Funds Management, LLC Experience 2000 - 2001
Job International Equity Portfolio Manager, Partner
Industry Investment Management
Experience
Arbor Capital Management, LLC May 2010 - Present
Principal Global Investors 2001 - April 2010
Wells Fargo Funds Management, LLC 2000 - 2001
FAF Advisors (U.S. Bancorp's asset management division; now Nuveen Investments) 1998 - 2000
Kemper Securities, Inc. 1995 - 1997
Kemper Corporation 1993 - 1995
James S. Kemper Foundation 1988 - 1992
Skills
Portfolio Management, Investments, Equities, Mutual Funds, Investment Strategies, Asset Management, Investment Management, Investment Advisory, Finance, Risk Management, Strategy, Quantitative Research, Fundamental Analysis, Financial Analysis, Equity Research, International Equities, New Business Development, Manager Research, Wealth Management, Financial Modeling, Capital Markets, Investor Relations
Education
University of Minnesota - Carlson School of Management 1997 — 1998
Master of Business Administration (M.B.A.), Finance - Portfolio Management
Northwestern University - Kellogg School of Management 1996 — 1996
Global Initiatives in Management (GIM) Program's "In-Country" Experience - Singapore and Malaysia
Drake University 1988 — 1992
BS, Business Administration - Finance
Arbor Capital Management, LLC May 2010 - Present
Principal Global Investors 2001 - April 2010
Wells Fargo Funds Management, LLC 2000 - 2001
FAF Advisors (U.S. Bancorp's asset management division; now Nuveen Investments) 1998 - 2000
Kemper Securities, Inc. 1995 - 1997
Kemper Corporation 1993 - 1995
James S. Kemper Foundation 1988 - 1992
Skills
Portfolio Management, Investments, Equities, Mutual Funds, Investment Strategies, Asset Management, Investment Management, Investment Advisory, Finance, Risk Management, Strategy, Quantitative Research, Fundamental Analysis, Financial Analysis, Equity Research, International Equities, New Business Development, Manager Research, Wealth Management, Financial Modeling, Capital Markets, Investor Relations
Education
University of Minnesota - Carlson School of Management 1997 — 1998
Master of Business Administration (M.B.A.), Finance - Portfolio Management
Northwestern University - Kellogg School of Management 1996 — 1996
Global Initiatives in Management (GIM) Program's "In-Country" Experience - Singapore and Malaysia
Drake University 1988 — 1992
BS, Business Administration - Finance
Andrea Willett de Yaquian's Wells Fargo Funds Management, LLC Experience July 2005 - April 2006
Job Vice President, Fixed Income Portfolio Compliance at BlackRock
Industry Investment Management
Experience
BlackRock December 2009 - Present
Barclays Global Investors April 2006 - December 2009
Wells Fargo Funds Management, LLC July 2005 - April 2006
Dechert LLP 2004 - 2005
Wells Fargo Funds Management, LLC 2003 - 2004
Franklin Templeton Investments May 2001 - February 2003
Franklin Templeton Investments February 2000 - May 2001
Montgomery Asset Management, LLC 1999 - 1999
Skills
Hedge Funds, Fixed Income, Securities, Asset Management, Portfolio Management, Mutual Funds, Equities, Financial Services, Investments, Alternative Investments, Fund Accounting, Asset Allocation, FINRA, Capital Markets, Asset Managment, ETFs, Bloomberg, Valuation, Investment Management, Trading, Leadership, Derivatives, Financial Risk, Series 7, SQL, BlackRock Aladdin, Trade Compliance, Investment Compliance, Separate Accounts
Education
University of San Francisco 1995 — 1999
B.S., Finance
Vacaville High School 1991 — 1995
BlackRock December 2009 - Present
Barclays Global Investors April 2006 - December 2009
Wells Fargo Funds Management, LLC July 2005 - April 2006
Dechert LLP 2004 - 2005
Wells Fargo Funds Management, LLC 2003 - 2004
Franklin Templeton Investments May 2001 - February 2003
Franklin Templeton Investments February 2000 - May 2001
Montgomery Asset Management, LLC 1999 - 1999
Skills
Hedge Funds, Fixed Income, Securities, Asset Management, Portfolio Management, Mutual Funds, Equities, Financial Services, Investments, Alternative Investments, Fund Accounting, Asset Allocation, FINRA, Capital Markets, Asset Managment, ETFs, Bloomberg, Valuation, Investment Management, Trading, Leadership, Derivatives, Financial Risk, Series 7, SQL, BlackRock Aladdin, Trade Compliance, Investment Compliance, Separate Accounts
Education
University of San Francisco 1995 — 1999
B.S., Finance
Vacaville High School 1991 — 1995
Daniel Sciortino, CAIA's Wells Fargo Funds Management, LLC Experience September 2012 - Present
Job Senior Strategist, Strategic Initiatives at Wells Fargo Funds Management, LLC
Industry Financial Services
Experience
Wells Fargo Funds Management, LLC September 2012 - Present
Education
Cornell University - Johnson Graduate School of Management 2003 — 2005
MBA, Equity Research, Strategy
Harvard University 1992 — 1996
A.B., Biology
Wells Fargo Funds Management, LLC September 2012 - Present
Education
Cornell University - Johnson Graduate School of Management 2003 — 2005
MBA, Equity Research, Strategy
Harvard University 1992 — 1996
A.B., Biology
Steve Schoenwetter's Wells Fargo Funds Management, LLC Experience February 2010 - Present
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
Noel Casale's Wells Fargo Funds Management, LLC Experience 2001 - 2005
Job Director of Compliance at Matthews Asia
Industry Financial Services
Experience
Matthews Asia July 2015 - Present
HighMark Capital Management October 2012 - June 2015
HighMark Capital Management March 2005 - October 2012
Wells Fargo Funds Management, LLC 2001 - 2005
PricewaterhouseCoopers 1991 - 2001
Skills
Risk Management, Derivatives, Valuation, Financial Reporting, Financial Services, Compliance, Mutual Funds, Investment Management..., Investment Management, Mergers & Acquisitions, Asset Management, Investments, Securities
Education
University of Florida 1987 — 1991
Bachelor in Accounting, 1991
Matthews Asia July 2015 - Present
HighMark Capital Management October 2012 - June 2015
HighMark Capital Management March 2005 - October 2012
Wells Fargo Funds Management, LLC 2001 - 2005
PricewaterhouseCoopers 1991 - 2001
Skills
Risk Management, Derivatives, Valuation, Financial Reporting, Financial Services, Compliance, Mutual Funds, Investment Management..., Investment Management, Mergers & Acquisitions, Asset Management, Investments, Securities
Education
University of Florida 1987 — 1991
Bachelor in Accounting, 1991
Katie D'Angelo's Wells Fargo Funds Management, LLC Experience November 2006 - February 2008
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
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
Penny Whiting-Stewart's Wells Fargo Funds Management, LLC Experience April 2013 - Present
Job Sr. Operations Analyst, Domestic Transfer Agent Services at Wells Fargo Funds Management, L.L.C.
Industry Financial Services
Experience
Wells Fargo Funds Management, L.L.C. April 2013 - Present
Wells Fargo Funds Management, L.L.C. January 2012 - March 2013
Wells Fargo Funds Management LLC March 2005 - March 2012
Strong Capital Management April 2000 - March 2005
Brewery Credit Union September 1981 - March 2000
Skills
Financial Services, Analysis, Management, Relationship Management, Mutual Funds, Account Reconciliation, Cross-functional Team..., Financial Risk, Banking, Leadership, ACH, Series 63, Fraud, Risk Management, Accounting, Asset Management, Securities
Education
Milwaukee Area Technical College 2005 — 2006
AAS, Management
Wells Fargo Funds Management, L.L.C. April 2013 - Present
Wells Fargo Funds Management, L.L.C. January 2012 - March 2013
Wells Fargo Funds Management LLC March 2005 - March 2012
Strong Capital Management April 2000 - March 2005
Brewery Credit Union September 1981 - March 2000
Skills
Financial Services, Analysis, Management, Relationship Management, Mutual Funds, Account Reconciliation, Cross-functional Team..., Financial Risk, Banking, Leadership, ACH, Series 63, Fraud, Risk Management, Accounting, Asset Management, Securities
Education
Milwaukee Area Technical College 2005 — 2006
AAS, Management
DJ Caristi's Wells Fargo Funds Management, LLC Experience July 2009 - Present
Job Vice President Head of Business Integration at Wells Fargo Funds Management, LLC
Industry Financial Services
Experience
Wells Fargo Funds Management, LLC July 2009 - Present
Evergreen Investments September 2007 - August 2010
Evergreen Investments November 2005 - September 2007
Pioneer Investments December 1999 - November 2005
Chase Global Funds Services 1998 - 1999
Putnam Investments 1990 - 1998
Education
Union College 1986 — 1990
BA, Managerial Economics
Wells Fargo Funds Management, LLC July 2009 - Present
Evergreen Investments September 2007 - August 2010
Evergreen Investments November 2005 - September 2007
Pioneer Investments December 1999 - November 2005
Chase Global Funds Services 1998 - 1999
Putnam Investments 1990 - 1998
Education
Union College 1986 — 1990
BA, Managerial Economics
Marnie Loomans-Thuecks's Wells Fargo Funds Management, LLC Experience 2006 - 2007
Job Second VP, National Sales Operations at The Guardian Life Insurance Company of America
Industry Insurance
Experience
The Guardian Life Insurance Company of America March 2012 - Present
Guardian Life Insurance December 2007 - March 2012
Wells Fargo Funds Management, LLC 2006 - 2007
Thrivent Financial 2005 - 2006
Thrivent Financial 2001 - 2005
Skills
Insurance, Series 7, Life Insurance, Fixed Annuities, Health Insurance, Disability Insurance, Leadership, Process Improvement, Financial Services, Retirement, Employee Benefits, Risk Management, Vendor Management, Team Leadership, Key Account Management, Group Insurance, Strategic Planning, Large Scale Change..., Organizational..., Multi-Site Operations, Influence Others, Cross-functional Team..., Management
Education
Cardinal Stritch University 1992 — 1994
Master of Business Administration (M.B.A.)
Marian University 1986 — 1991
Bachelor of Business Administration (BBA), Business Administration and Management, General
The Guardian Life Insurance Company of America March 2012 - Present
Guardian Life Insurance December 2007 - March 2012
Wells Fargo Funds Management, LLC 2006 - 2007
Thrivent Financial 2005 - 2006
Thrivent Financial 2001 - 2005
Skills
Insurance, Series 7, Life Insurance, Fixed Annuities, Health Insurance, Disability Insurance, Leadership, Process Improvement, Financial Services, Retirement, Employee Benefits, Risk Management, Vendor Management, Team Leadership, Key Account Management, Group Insurance, Strategic Planning, Large Scale Change..., Organizational..., Multi-Site Operations, Influence Others, Cross-functional Team..., Management
Education
Cardinal Stritch University 1992 — 1994
Master of Business Administration (M.B.A.)
Marian University 1986 — 1991
Bachelor of Business Administration (BBA), Business Administration and Management, General
Carolyn Wilary's Wells Fargo Funds Management, LLC Experience April 2005 - August 2007
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.
Tammi Campbell's Wells Fargo Funds Management, LLC Experience January 2013 - June 2013
Job Home Management
Industry Health, Wellness and Fitness
Experience
Wells Fargo Funds Management, LLC January 2013 - June 2013
Wells Fargo Funds Management, LLC February 2007 - January 2013
Skills
Portfolio Management, Investments, Mutual Funds, Banking, Wealth Management, Financial Services
Education
Moraine Park Techincal College 2005 — 2007
Respiratory Therapy
Pensacola Christian College 1997 — 1999
Business Marketing
Wells Fargo Funds Management, LLC January 2013 - June 2013
Wells Fargo Funds Management, LLC February 2007 - January 2013
Skills
Portfolio Management, Investments, Mutual Funds, Banking, Wealth Management, Financial Services
Education
Moraine Park Techincal College 2005 — 2007
Respiratory Therapy
Pensacola Christian College 1997 — 1999
Business Marketing
Tom Biwer's Wells Fargo Funds Management, LLC Experience
Job Senior Investment Analyst at Wells Fargo Funds Management LLC
Industry Financial Services
Experience
Wells Fargo Funds Management LLC
Education
University of Illinois at Urbana-Champaign - College of Business 1970 — 1972
Master of Business Administration (M.B.A.), Finance
University of Illinois at Urbana-Champaign 1966 — 1970
Bachelor’s Degree, Mathematics
Wells Fargo Funds Management LLC
Education
University of Illinois at Urbana-Champaign - College of Business 1970 — 1972
Master of Business Administration (M.B.A.), Finance
University of Illinois at Urbana-Champaign 1966 — 1970
Bachelor’s Degree, Mathematics
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Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY