Wells Fargo Institutional Retirement & Trust

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Wells Fargo Institutional Retirement & Trust Employees

Employee
Years
Job
Industry
Victoria S. Sinkiewicz CRPC®;CRPS® Victoria S. Sinkiewicz CRPC®;CRPS® Denver, Colorado Details
Victoria S. Sinkiewicz CRPC®;CRPS®'s Wells Fargo Institutional Retirement & Trust Experience March 2014 - September 2015
Job Client Relationship Manager, Consultant, & Advisor
Industry Financial Services
Experience
Denver  January 2011 - October 2015
Wells Fargo Institutional Retirement & Trust   March 2014 - September 2015
Merrill Lynch Wealth Management  June 2012 - December 2013
Lincoln Financial Group  2003 - 2010
SunAmerica  2001 - 2002
Great-West Life and Annuity Insurance Company  1992 - 2001

Skills
Annuities, Mutual Funds, Licensing, Retirement Planning, Consultative Selling, Employee Benefits, Administration, 401k, Contract Negotiation, Investments, FINRA Series 6, Customer Relations, Risk Management, Annuity, Insurance, Retirement, Series 63, Asset Management, Securities, Plan Design, Compliance, Mentoring, ERISA, Problem Solving, Call Center, Customer Service, Strategic Planning, FINRA Series 7, Fixed Annuities, Series 7, Business Planning, Selling, Asset Managment, FINRA Series 66, Series 6, FINRA, Defined Benefit, Uniform Combined State..., Defined Contribution, Investment Strategies, Profit Sharing, Investment Advisory, Series 65, Pensions, Asset Allocation, IRAs, Variable Annuities, Financial Advisory, Series 24, 401k Rollovers

Education
College of Financial Planning
Chartered Retirement Planning Counselor and Chartered Retirement Plan Specialist

Alpena Community College
Associate of Arts and Sciences (A.A.S.), Business Management

Nate Forsberg Nate Forsberg Greater Minneapolis-St. Paul Area Details
Nate Forsberg's Wells Fargo Institutional Retirement & Trust Experience April 2010 - Present
Job Communications Consultant & Writer
Industry Financial Services
Experience
Wells Fargo Institutional Retirement & Trust   April 2010 - Present
Wells Fargo Investments  May 2008 - April 2010
HappyFunTime Industries, LLC   May 2000 - May 2006

Skills
Communication..., Writing, Social Media, Corporate Communications, Web Content, Video Production, Creative Writing, Internal Communications, Editing, Media Relations, Management, Blogging, Marketing Communications

Education
Northwestern College   1996 — 2000
B.A., Communications & History

Sandra Erickson Sandra Erickson Minneapolis, Minnesota Details
Sandra Erickson's Wells Fargo Institutional Retirement & Trust Experience December 2000 - Present
Job Assistant Vice President
Industry Financial Services
Experience
Wells Fargo Institutional Retirement & Trust   December 2000 - Present
Stanton Group  1992 - 2000

Skills
Retirement, Relationship Management, Financial Services, Mutual Funds, 401k, Defined Benefit, Retirement Planning, Investments, Pensions, Asset Allocation, Health Insurance, Series 63, Employee Benefits

Education
University of Phoenix
Accounting and Finance

St.Paul Technical College
Associate's degree / Certification, Accounting

University of Minnesota-Twin Cities
CEBS Studies

Carmen Rosillo Carmen Rosillo Charlotte, North Carolina Details
Carmen Rosillo's Wells Fargo Institutional Retirement & Trust Experience February 2008 - Present
Job Retirement Educator at Wells Fargo Institutional Retirement & Trust
Industry Financial Services
Experience
Wells Fargo Institutional Retirement & Trust   February 2008 - Present
Wachovia Retirement Services  February 2007 - February 2008
Allstate  November 2005 - February 2007

Skills
Bilingual, Highly detail oriented, Team-oriented, Fast Learner, Adaptable to Changes, Organized Multi-tasker, 401k, Employee Benefits, Leadership, Investments, Finance, Customer Service

Education
Troy University
Bachelor of Science (BS), Psychology

Troy Fonseca Troy Fonseca New York, New York Details
Troy Fonseca's Wells Fargo Institutional Retirement & Trust Experience September 2001 - June 2015
Job Certified Pension Consultant (ASPPA)
Industry Financial Services
Experience
Paul Global Benefits   July 2015 - Present
Wells Fargo Institutional Retirement & Trust   September 2001 - June 2015
Wachovia Retirement Services  September 2006 - December 2008
Retirement System Group Inc.  1999 - 2001
Diversified Investment Advisors  1997 - 1999
Bank Of New York  1994 - 1996
SGS Government Programs Inc.   1994 - 1995

Skills
Relationship Management, 401k, Pensions, CRM, Mutual Funds, Retirement, Financial Services, Retirement Planning, Defined Benefit, Employee Benefits, Banking, Risk Management, Financial Planning, Finance

Education
Saint Thomas Aquinas College   2010 — 2015
MBA

Xavier Institute of Communications   1988 — 1988
Public Relations

St. Xavier's College   1980 — 1985
BS

Steve Radowski Steve Radowski Greater Milwaukee Area Details
Steve Radowski's Wells Fargo Institutional Retirement & Trust Experience November 1992 - July 2013
Job Retired Senior Portfolio Strategist at Wells Fargo Institutional Retirement & Trust
Industry Investment Management
Experience
Wells Fargo Institutional Trust & Retirement   August 2013 - Present
Wells Fargo Institutional Retirement & Trust   November 1992 - July 2013
Federated Financial Savings Bank   September 1981 - November 1992
First Northern Savings Bank   June 1979 - September 1981
Green Bay West High School   September 1977 - June 1979

Skills
Investments, Retirement Planning, Mutual Funds, Portfolio Management, Investment Strategies, Wealth Management, Investment Advisory, Retirement, Finance, Financial Analysis, Financial Services, Leadership, Asset Allocation, Banking, Management

Education
College for Financial Planning   1984 — 1986
CFP

Marquette University   1981 — 1984
MBA, Finance

University of Wisconsin-Whitewater   1973 — 1977
BSE, Business Education

Green Bay West High School   1970 — 1973

Ashley Deleon Ashley Deleon Waco, Texas Details
Ashley Deleon's Wells Fargo Institutional Retirement & Trust Experience October 2003 - Present
Job AVP, Client Service Manager at Wells Fargo Institutional Retirement & Trust
Industry Investment Banking
Experience
Wells Fargo Institutional Retirement & Trust   October 2003 - Present
Wells Fargo Institutional Retirement & Trust   October 2003 - September 2013
Wells Fargo Institutional Retirement & Trust   October 2003 - December 2011
Wells Fargo Institutional Retirement & Trust   October 2003 - August 2009
Wells Fargo Institutional Retirement & Trust   October 2003 - December 2004

Skills
Investments, Trust Services, Banking, Financial Services, 401k, Defined Benefit, Asset Allocation, Mutual Funds, Securities, Qualified Retirement..., Pensions, Institutional..., Client Services, Wealth Management, Retirement, ERISA, Employee Benefits, Risk Management, Equities

Education
Tarleton State University   2009 — 2011
Bachelors of Applied Arts/Sciences, Business Occupations, Management, Marketing & Administration

Tracy Parker Tracy Parker Greater Milwaukee Area Details
Tracy Parker's Wells Fargo Institutional Retirement & Trust Experience November 2009 - Present
Job AVP, Participant Experience Consultant at Wells Fargo Institutional Retirement & Trust
Industry Financial Services
Experience
Wells Fargo Institutional Retirement & Trust   November 2009 - Present
Wells Fargo Small Business Marketing   March 2008 - November 2009
Wells Fargo Corporate Compliance   October 2005 - March 2008
Wells Fargo Investments  October 2001 - October 2005
Wells Fargo Investments  October 1999 - October 2001

Skills
Internal Communications, Project Management, Strategy, SharePoint, Marketing Communications, Investments, Financial Services, Copywriting, Process Improvement, Leadership, Integration, Strategic Communications, Sales, Corporate Communications, Interviews, Brokerage, Visio, Email Marketing, Retirement, Marketing Strategy, Vendor Management, Direct Marketing, Compliance, Creative Writing, Call Centers, Creative Strategy, Employee Benefits, Collaboration, Innovation, Marketing, gamification, Digital Marketing, Integrated Marketing, customer experience, Social Media

Education
Capella University   2005 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General, 4.0

University of Minnesota-Twin Cities   1995 — 1999
BA, Individualized Studies/Mass Communication

La Follette   1991 — 1995

Jake Bowers Jake Bowers San Francisco Bay Area Details
Jake Bowers's Wells Fargo Institutional Retirement & Trust Experience July 2012 - Present
Job Vice President Relationship Manager at Wells Fargo Institutional Retirement & Trust
Industry Investment Management
Experience
Wells Fargo Institutional Retirement & Trust   July 2012 - Present
Wells Fargo Health Benefit Services  May 2011 - August 2012
Wells Fargo Institutional Retirement & Trust   October 2005 - May 2011

Skills
Investments, Banking, Sales, Leadership, Microsoft Office, Relationship Management, Financial Services, Nonprofits, Strategic Planning, Portfolio Management, Customer Service, Marketing

Education
University of Minnesota-Twin Cities   1999 — 2003
Business, History, and Theater

Melissa (Malm) Yue Melissa (Malm) Yue Minneapolis, Minnesota Details
Melissa (Malm) Yue's Wells Fargo Institutional Retirement & Trust Experience May 2011 - November 2011
Job Staff Auditor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2013 - Present
Parnell & Associates   March 2012 - May 2013
Wells Fargo Advisors  December 2011 - April 2012
Wells Fargo Institutional Retirement & Trust   May 2011 - November 2011

Skills
Retirement Planning, Securities, Wealth Management, Investments, Investment Strategies, Auditing, Management

Education
The University of North Dakota
Bachelor of Business and Administration, Finance

The University of North Dakota

Kristin Beeman Kristin Beeman Tampa/St. Petersburg, Florida Area Details
Kristin Beeman's Wells Fargo Institutional Retirement & Trust Experience July 2012 - Present
Job Vice President and Relationship Manager, Wells Fargo Institutional Retirement and Trust
Industry Financial Services
Experience
Wells Fargo Institutional Retirement & Trust   July 2012 - Present
J.P. Morgan Retirement Plan Services   May 2011 - July 2012
Transamerica Retirement Solutions  November 2007 - May 2011
Regions Bank  July 2003 - November 2007
AEGON Americas  March 2000 - July 2003
AEGON Americas  1993 - 2001

Skills
Series 6, Series 63, Retirement Planning, Customer Retention, Deadline Driven, FWCEBC Member, Investment Management, Corporate Trust, Strategic Communications, Exce, Negotiation, Microsoft Word, Microsoft Office, Microsoft Excel, Lotus Notes, Sales Presentations, Financial Advisory, 401k, Investments, Retirement, Employee Benefits, Life Insurance, Fixed Annuities, Mutual Funds, Finance, Relationship Management, Financial Services

Education
University of South Florida   1996 — 2002
Bachelors, Finance

St. Petersburg Junior College   1994 — 1996
Associates of Arts, Business Administration and Management, General

Brebeuf Jesuit Prepatory High School   1984 — 1988
High School Diploma

Natalie Cooper Mauer Natalie Cooper Mauer Missoula, Montana Area Details
Natalie Cooper Mauer's Wells Fargo Institutional Retirement & Trust Experience August 2001 - October 2013
Job Participant Communications Consultant at Wells Fargo Institutional Retirement and Trust
Industry Financial Services
Experience
Wells Fargo Institutional Retirement & Trust   August 2001 - October 2013
Wells Fargo Institutional Retirement & Trust   July 2001 - August 2007
Wells Fargo Wealth Management Group  October 1998 - July 2001

Skills
Corporate Communications, Microsoft Office, Public Relations, Media Relations, Financial Services, Social Media, Crisis Communications, Press Releases, Newsletters, Marketing, Editing, Social Media Marketing, Relationship Management, Content Management, Project Management, Communications Planning

Education
The College of New Jersey   1986 — 1991

Jeff Luke Jeff Luke Greater Minneapolis-St. Paul Area Details
Jeff Luke's Wells Fargo Institutional Retirement & Trust Experience June 2007 - April 2010
Job Project Manager at Wells FargoDebit and Prepaid Card Systems & Operation
Industry Information Technology and Services
Experience
Wells Fargo - Debit and Prepaid Card Systems & Operations   April 2010 - Present
Wells Fargo - Institutional Retirement & Trust  June 2007 - April 2010
GMAC ResCap  November 2003 - May 2007
Sufficient Systems/NIC   April 2001 - November 2003

Skills
SDLC, Business Requirements, Vendor Management, Business Analysis, Business Architecture, Visio, Process Improvement, Project Management, Portfolio Management, Business Process..., Software Project..., MS Project

Education
University of Minnesota-Twin Cities
Bachelor of Arts (B.A.), Communications, Scientific and Technical Communication

Tom Zemek Tom Zemek Greater Milwaukee Area Details
Tom Zemek's Wells Fargo Institutional Retirement & Trust Experience 2005 - Present
Job Business Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  Business Systems ConsultantWells Fargo Bank2005 - Present
Wells Fargo Institutional Retirement & Trust   2005 - Present
Strong  1996 - 2007
Strong  1996 - 2007
Strong Capital Management  1996 - 2005
Strong Financial  1996 - 2005
Strong Funds  1996 - 2005

Education
Milwaukee School of Engineering   1996 — 2000

Denise Jensen Denise Jensen Greater Minneapolis-St. Paul Area Details
Denise Jensen's Wells Fargo Institutional Retirement & Trust Experience 2006 - Present
Job VPClient Relations at Wachovia Retirement Services
Industry Financial Services
Experience
Wells Fargo Institutional Retirement & Trust   2006 - Present

Education
St. Cloud State University   1988 — 1992

Monique Ferguson Monique Ferguson Charlotte, North Carolina Area Details
Monique Ferguson's Wells Fargo Institutional Retirement & Trust Experience January 2009 - December 2013
Job AVP, Wells Fargo Enterprise Diversity & Inclusion
Industry Financial Services
Experience
Wells Fargo Enterprise Diversity & Inclusion   January 2014 - Present
Wells Fargo Institutional Retirement & Trust   January 2009 - December 2013
Wells Fargo Institutional Retirement & Trust   January 2008 - December 2009
Wells Fargo Institutional Retirement & Trust   March 2004 - December 2007
Wachovia Bank  1999 - 2004

Skills
Strategy, Business Development, Leadership, Management, Marketing, Sales, New Business Development, Program Management, Strategic Planning, Competitive Analysis, Project Management, Budgets, Direct Marketing, Relationship Management, Banking, Cold Calling, Market Research, Sales Process, Project Planning, Finance

Education
Savannah State University   1993 — 1998
Bachelor of Business Administration, Marketing

Tosha McLean Pearson Tosha McLean Pearson Charlotte, North Carolina Area Details
Tosha McLean Pearson's Wells Fargo Institutional Retirement & Trust Experience September 2012 - Present
Job IRT Trust Associate 3 at Wells Fargo Institutional Retirement & Trust
Industry Banking
Experience
Wells Fargo Institutional Retirement & Trust   September 2012 - Present
S.T.A.R.S. Math & English Academy   August 2009 - Present
Wells Fargo  August 2010 - October 2012
Wachovia, A Wells Fargo Company  February 2003 - June 2010
Wachovia, A Wells Fargo Company  August 2000 - February 2003
First Union National Bank  November 1999 - August 2000

Skills
Accounts Receivable, Accounts Payable, Accounting Research, Project Planning, Project Execution, Customer Relations, Client Relationship..., Legal Compliance, Auditing

Education
University of North Carolina at Charlotte   2004 — 2009
M.A., Liberal Studies, History

Johnson C. Smith University - JCSU   1990 — 1994
B.A., English

Joshua Sproul Joshua Sproul Greater Minneapolis-St. Paul Area Details
Joshua Sproul's Wells Fargo Institutional Retirement & Trust Experience August 2014 - Present
Job Operations Analyst at Wells Fargo Institutional Retirement & Trust
Industry Financial Services
Experience
Wells Fargo Institutional Retirement & Trust   August 2014 - Present
Wells Fargo Institutional Retirement & Trust   March 2006 - July 2014
Wachovia Retirement Services  May 2002 - February 2006
U.S. Bank   August 2001 - March 2002
American Express  May 2000 - July 2001

Skills
Mutual Funds, Securities, Financial Services, Account Management, Investments, 401k, Pensions, Retirement Planning

Education
Bethel University   1998 — 2000
Bachelor of Arts Degree, History

Timothy Kehr Timothy Kehr Greater Minneapolis-St. Paul Area Details
Timothy Kehr's Wells Fargo Institutional Retirement & Trust Experience January 2010 - Present
Job Operations Accountant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Institutional Retirement & Trust   January 2010 - Present
Wells Fargo Institutional Retirement & Trust   March 2006 - January 2010

Skills
Financial Analysis, Banking, Microsoft Excel, Financial Services

Education
University of Nebraska-Lincoln   1999 — 2003
Bachelor's, Business Administration

Ella Bucheger, CRSP Ella Bucheger, CRSP Greater Minneapolis-St. Paul Area Details
Ella Bucheger, CRSP's Wells Fargo Institutional Retirement & Trust Experience November 2012 - Present
Job Client Service Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Institutional Retirement & Trust   November 2012 - Present
Wells Fargo  November 2011 - November 2012
St. Joseph's Hospital   August 2009 - November 2011
D.A. Davidson & Co.   January 2008 - July 2009

Skills
Financial Analysis, Microsoft Office, Marketing, Customer Service, Research, Investments, Process Improvement, Leadership

Education
Seattle University   2003 — 2006
Bachelor of Arts in Business Administration, Finance, Economics, Magna Cum Laude

Jonathan Biggins Jonathan Biggins Charlotte, North Carolina Area Details
Jonathan Biggins's Wells Fargo Institutional Retirement & Trust Experience May 2013 - Present
Job Sales Associate/Internal Wholesaler at Wells Fargo Institutional Retirement & Trust
Industry Financial Services
Experience
Wells Fargo Institutional Retirement & Trust   May 2013 - Present
Wells Fargo  January 2012 - May 2013
IB Investments, Inc.   July 2011 - January 2012
The Newport Group  January 2009 - July 2011
Wachovia  February 2004 - October 2008
Wachovia, A Wells Fargo Company  January 2001 - January 2004

Skills
401k, Finance, Banking, Asset Allocation, Wealth Management, Pensions, ERISA, Qualified Retirement..., Management, Project Management, Mutual Funds

Education
La Salle University   1987 — 1989
BS Business Administration, Finance

April McIntosh April McIntosh Greater Minneapolis-St. Paul Area Details
April McIntosh's Wells Fargo Institutional Retirement & Trust Experience May 2001 - October 2006
Job Client Account Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  October 2006 - Present
Wells Fargo Institutional Retirement & Trust   May 2001 - October 2006
Wells Fargo Institutional Retirement & Trust   May 1999 - May 2001

Skills
Customer Service, Banking, Leadership, Financial Services, Investments

Education
Augsburg College   1987 — 1993
Bachelor of Arts (B.A.), Foreign Languages and Literatures, General

Cynthia Quinones Cynthia Quinones Austin, Texas Details
Cynthia Quinones's Wells Fargo Institutional Retirement & Trust Experience October 2007 - February 2011
Job Communication Consultant for Charles Schwab
Industry Financial Services
Experience
Charles Schwab  January 2014 - Present
PNC Investments  March 2011 - January 2014
Wells Fargo Institutional Retirement & Trust   October 2007 - February 2011
Nationwide Financial  2006 - 2007
Multi-Wall Packaging   November 2005 - October 2006

Skills
Analysis, Marketing, Business Planning, Human Resources, Retirement, Retirement Planning, Asset Allocation, Customer Satisfaction, Investments, 401k, Customer Service, Pensions, Microsoft Word, Teamwork, Banking, Financial Services, Relationship Management

Education
Texas State Technical College   1994 — 1996
Associate, Applied Science; Health Information

Buell Little Buell Little Charlotte, North Carolina Area Details
Buell Little's Wells Fargo Institutional Retirement & Trust Experience April 2001 - Present
Job Client Account Manager Retirement Services at Wachovia, A Wells Fargo Company
Industry Banking
Experience
Wells Fargo Institutional Retirement & Trust   April 2001 - Present

Skills
Strategic Planning, Financial Analysis, 401k, Strategic Financial..., Portfolio Management, Credit Analysis, Risk Management, Banking, Loans, Sales Management, Sales, Customer Service, Insurance

Education
UNC Charlotte
Bachelor of Business Administration (BSBA), Finance, General

Cristin Jacurak Cristin Jacurak Parkville, Maryland Details
Cristin Jacurak's Wells Fargo Institutional Retirement & Trust Experience April 2004 - Present
Job Regional Sales Director, Vice President at Wells Fargo Institutional Retirement & Trust
Industry Financial Services
Experience
Wells Fargo Institutional Retirement & Trust   April 2004 - Present
T. Rowe Price  May 1997 - April 2004

Skills
Financial Services, Investments, Mutual Funds, Retirement Planning, 401k, Business Strategy, Series 63, Series 7, Relationship Management, Wealth Management

Education
University of Baltimore   1994 — 1996
B.S., Busines Administration

University of Maryland Baltimore County   1991 — 1993

Matt Dellasega Matt Dellasega Raleigh, North Carolina Details
Matt Dellasega's Wells Fargo Institutional Retirement & Trust Experience August 2002 - Present
Job Relationship Manager/Vice President at Wells Fargo Institutional Retirement & Trust
Industry Financial Services
Experience
Wells Fargo Institutional Retirement & Trust   August 2002 - Present
Wachovia Retirement Services  July 2001 - August 2002
Wachovia Retirement Services  June 1999 - July 2001

Skills
Mutual Funds, Portfolio Management, Investments, Equities, Financial Services, Relationship Management, Securities, Fixed Income, Retirement Planning, Financial Markets, 401k, Qualified Retirement...

Education
North Carolina State University   1995 — 1999
Bachelor of Science (BS), Accounting

Tilda Bentho Tilda Bentho Minneapolis, Minnesota Details
Tilda Bentho's Wells Fargo Institutional Retirement & Trust Experience February 2008 - Present
Job at
Industry Financial Services
Experience
Wells Fargo  December 2014 - Present
Wells Fargo Institutional Retirement & Trust   February 2008 - Present

Education
Augsburg College   2003 — 2005
Bachelor's Degree, Accounting and Finance