Wells Fargo Institutional Retirement & Trust
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Wells Fargo Institutional Retirement & Trust Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Wells Fargo Institutional Retirement & Trust 2006 - Present
Education
St. Cloud State University 1988 — 1992
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
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
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
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
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
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
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
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
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
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
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
Wells Fargo December 2014 - Present
Wells Fargo Institutional Retirement & Trust February 2008 - Present
Education
Augsburg College 2003 — 2005
Bachelor's Degree, Accounting and Finance