Wells Fargo Institutional Retirement and Trust
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Wells Fargo Institutional Retirement and Trust Employees
Employee
Years
Job
Industry
Bill Vorreiter Bill Vorreiter's Wells Fargo Institutional Retirement and Trust Experience April 2014 - November 2014
Job Senior Relationship Manager at Principal Financial Group
Industry Investment Management
Experience
Principal Financial Group December 2014 - Present
Wells Fargo Institutional Retirement and Trust April 2014 - November 2014
J.P. Morgan Retirement Plan Services June 2008 - March 2014
J.P. Morgan Retirement Plan Services June 2005 - June 2008
Bank One Investment Management Group January 2001 - June 2005
First Chicago NBD/Bank One August 1988 - January 2001
NBD Midwest Commerce Bank February 1987 - August 1988
Midwest Commerce Banking Company June 1985 - February 1987
Skills
Series 7, Series 63, Retirement, Relationship Development, Consensus Builder, Team Leadership, Client Service, Client Retention, Developing Client..., Problem Solving, 401k, Series 65, Series 6, Investment Strategies, Customer Retention, Asset Allocation, Mutual Funds, Consensus Building, Relationship Management, Client Services, Investments, Leadership, Asset Management, Financial Services, Management, Retirement Planning
Education
Indiana University Bloomington 1981 — 1985
B S, Finance
Fairview High School 1978 — 1981
Principal Financial Group December 2014 - Present
Wells Fargo Institutional Retirement and Trust April 2014 - November 2014
J.P. Morgan Retirement Plan Services June 2008 - March 2014
J.P. Morgan Retirement Plan Services June 2005 - June 2008
Bank One Investment Management Group January 2001 - June 2005
First Chicago NBD/Bank One August 1988 - January 2001
NBD Midwest Commerce Bank February 1987 - August 1988
Midwest Commerce Banking Company June 1985 - February 1987
Skills
Series 7, Series 63, Retirement, Relationship Development, Consensus Builder, Team Leadership, Client Service, Client Retention, Developing Client..., Problem Solving, 401k, Series 65, Series 6, Investment Strategies, Customer Retention, Asset Allocation, Mutual Funds, Consensus Building, Relationship Management, Client Services, Investments, Leadership, Asset Management, Financial Services, Management, Retirement Planning
Education
Indiana University Bloomington 1981 — 1985
B S, Finance
Fairview High School 1978 — 1981
Lisa Schoenthaler's Wells Fargo Institutional Retirement and Trust Experience May 2015 - Present
Job Client Services Manager I at Wells Fargo Institutional Retirement and Trust
Industry Banking
Experience
Wells Fargo Institutional Retirement and Trust May 2015 - Present
Wells Fargo Home Mortgage July 2014 - Present
Interactions Marketing June 2014 - Present
Glory to God House of Worship January 2006 - January 2014
DataQuick July 2013 - October 2013
Wells Fargo Home Mortgage April 2011 - July 2013
Highland Management Group, Inc June 2010 - March 2011
Fiserv Lending Solutions 1991 - 2008
Skills
Loan Origination, Refinance, Leadership, Mortgage Banking, FHA, Team Building, Loans, Residential Mortgages, Small Business, Credit, VA loans, Customer Service, Sales, Consumer Lending, Real Estate, Mortgage Servicing, Marketing, Public Speaking, Preaching, USDA, Product Marketing, Creative Problem Solving, Operations Management, Youth Ministry, Ministry Leadership, Children's Ministry, Microsoft Office, Microsoft Excel, Microsoft Word, Adobe Creative Suite, Adobe Design Programs, Conventional Loans, Collateral based Loans, Management, Nonprofits, Community Outreach
Education
Stevens-Henager College-Logan 2011 — 2012
Associate's degree, Graphic Design
University of Phoenix 2009 — 2011
Wells Fargo Institutional Retirement and Trust May 2015 - Present
Wells Fargo Home Mortgage July 2014 - Present
Interactions Marketing June 2014 - Present
Glory to God House of Worship January 2006 - January 2014
DataQuick July 2013 - October 2013
Wells Fargo Home Mortgage April 2011 - July 2013
Highland Management Group, Inc June 2010 - March 2011
Fiserv Lending Solutions 1991 - 2008
Skills
Loan Origination, Refinance, Leadership, Mortgage Banking, FHA, Team Building, Loans, Residential Mortgages, Small Business, Credit, VA loans, Customer Service, Sales, Consumer Lending, Real Estate, Mortgage Servicing, Marketing, Public Speaking, Preaching, USDA, Product Marketing, Creative Problem Solving, Operations Management, Youth Ministry, Ministry Leadership, Children's Ministry, Microsoft Office, Microsoft Excel, Microsoft Word, Adobe Creative Suite, Adobe Design Programs, Conventional Loans, Collateral based Loans, Management, Nonprofits, Community Outreach
Education
Stevens-Henager College-Logan 2011 — 2012
Associate's degree, Graphic Design
University of Phoenix 2009 — 2011
Marina Burton Marina Burton's Wells Fargo Institutional Retirement and Trust Experience November 2005 - Present
Job Client Account Manager at Wells Fargo Institutional Retirement and Trust
Industry Banking
Experience
Wells Fargo Institutional Retirement and Trust November 2005 - Present
Wells Fargo Institutional Retiremtn and Trust September 1998 - November 2005
Northwestern College January 1995 - May 1997
Skills
Accounting, Finance, Retirement, Account Management, Financial Audits, 401k, Microsoft Excel, Recordkeeping, Banking, Institutional..., Trust Services, Financial Research, Financial Reporting, Retirement Plan..., Qualified Retirement..., Retirement Benefits
Education
Wells Fargo 2014 — 2014
Certified Retirement Services Professional (CRSP), Retirement Plans
Northwestern College 1994 — 1997
Bachelor of Science (BS), Business Administration and Finance
Moscow Pedagogical State University 1987 — 1992
Bachelor's degree, Teacher of English and French
Wells Fargo Institutional Retirement and Trust November 2005 - Present
Wells Fargo Institutional Retiremtn and Trust September 1998 - November 2005
Northwestern College January 1995 - May 1997
Skills
Accounting, Finance, Retirement, Account Management, Financial Audits, 401k, Microsoft Excel, Recordkeeping, Banking, Institutional..., Trust Services, Financial Research, Financial Reporting, Retirement Plan..., Qualified Retirement..., Retirement Benefits
Education
Wells Fargo 2014 — 2014
Certified Retirement Services Professional (CRSP), Retirement Plans
Northwestern College 1994 — 1997
Bachelor of Science (BS), Business Administration and Finance
Moscow Pedagogical State University 1987 — 1992
Bachelor's degree, Teacher of English and French
Creanna Butler Joyner Creanna Butler Joyner's Wells Fargo Institutional Retirement and Trust Experience November 2009 - May 2010
Job Graduate of University of MinnesotaMorris
Industry Broadcast Media
Experience
LA Fitness 2013 - Present
UMM Information Center/Higbies Coffee Shop November 2010 - May 2013
Wells Fargo Institutional Retirement and Trust November 2009 - May 2010
Skills
Public Relations, Planning & Execution of..., Marketing Communications, Fashion Blogging, Photo Editor, Cultural Awareness, Radio, Broadcast Television, Makeup Artistry, Animal Rights, Highly detail oriented, High Pressure, Microsoft Office, Photoshop, Teamwork, Magazines, French
Education
University of Minnesota-Morris 2010 — 2013
Bachelor of Arts (B.A.), French and Communications, Media, and Rhetoric
Minneapolis Washburn High School 2006 — 2010
LA Fitness 2013 - Present
UMM Information Center/Higbies Coffee Shop November 2010 - May 2013
Wells Fargo Institutional Retirement and Trust November 2009 - May 2010
Skills
Public Relations, Planning & Execution of..., Marketing Communications, Fashion Blogging, Photo Editor, Cultural Awareness, Radio, Broadcast Television, Makeup Artistry, Animal Rights, Highly detail oriented, High Pressure, Microsoft Office, Photoshop, Teamwork, Magazines, French
Education
University of Minnesota-Morris 2010 — 2013
Bachelor of Arts (B.A.), French and Communications, Media, and Rhetoric
Minneapolis Washburn High School 2006 — 2010
Laura Ann Bartlett, CEBS, AIFA's Wells Fargo Institutional Retirement and Trust Experience 2010 - 2013
Job Vice President, Institutional Wealth
Industry Financial Services
Experience
BOK Financial May 2013 - Present
Bartlett Consulting Group March 2010 - 2013
Wells Fargo Institutional Retirement and Trust 2010 - 2013
Putnam Investments August 2005 - January 2010
ABD Insurance and Financial Services 1996 - 2004
Skills
401k, Retirement, ERISA, Investments, Employee Benefits, Investment Strategies, Pensions, Financial Services, Defined Contribution, Asset Managment, CRM, Mergers & Acquisitions, Strategy, New Business Development, Wealth Management, Business Planning, Retirement Planning, Leadership, Management, Insurance, Financial Advisory, Asset Management, Business Development, Mutual Funds, Series 63
Education
Center for Fiduciary Studies 2012 — 2012
AIFA
University of Pennsylvania - The Wharton School
University of Pennsylvania - The Wharton School 2004 — 2005
University of Pennsylvania - The Wharton School
CEBS
University of Illinois at Chicago 1981 — 1984
Southern Illinois University, Carbondale 1976 — 1979
BA
BOK Financial May 2013 - Present
Bartlett Consulting Group March 2010 - 2013
Wells Fargo Institutional Retirement and Trust 2010 - 2013
Putnam Investments August 2005 - January 2010
ABD Insurance and Financial Services 1996 - 2004
Skills
401k, Retirement, ERISA, Investments, Employee Benefits, Investment Strategies, Pensions, Financial Services, Defined Contribution, Asset Managment, CRM, Mergers & Acquisitions, Strategy, New Business Development, Wealth Management, Business Planning, Retirement Planning, Leadership, Management, Insurance, Financial Advisory, Asset Management, Business Development, Mutual Funds, Series 63
Education
Center for Fiduciary Studies 2012 — 2012
AIFA
University of Pennsylvania - The Wharton School
University of Pennsylvania - The Wharton School 2004 — 2005
University of Pennsylvania - The Wharton School
CEBS
University of Illinois at Chicago 1981 — 1984
Southern Illinois University, Carbondale 1976 — 1979
BA
Melody Evans Melody Evans's Wells Fargo Institutional Retirement and Trust Experience April 2008 - December 2011
Job Retirement Benefits Administration Manager at AmeriBen/IEC Group
Industry Financial Services
Experience
AmeriBen/IEC Group May 2014 - Present
AmeriBen/IEC Group January 2012 - May 2014
Wells Fargo Institutional Retirement and Trust April 2008 - December 2011
AmeriBen/IEC Group December 1996 - March 2008
Skills
Retirement, Health Insurance, Employee Benefits, Retirement Planning, 401k, Benefits Administration, ERISA, Defined Contribution, Health Savings Accounts, Disability Insurance, Open Enrollment, Pensions, Management, Insurance
Education
Boise State University
AmeriBen/IEC Group May 2014 - Present
AmeriBen/IEC Group January 2012 - May 2014
Wells Fargo Institutional Retirement and Trust April 2008 - December 2011
AmeriBen/IEC Group December 1996 - March 2008
Skills
Retirement, Health Insurance, Employee Benefits, Retirement Planning, 401k, Benefits Administration, ERISA, Defined Contribution, Health Savings Accounts, Disability Insurance, Open Enrollment, Pensions, Management, Insurance
Education
Boise State University
Bill Igaz Bill Igaz's Wells Fargo Institutional Retirement and Trust Experience September 2011 - December 2011
Job Lotus Notes Developer/Analyst & Support at Nationwide Insurance
Industry Insurance
Experience
Nationwide Insurance December 2014 - Present
MAPFRE – Commerce Insurance October 2014 - November 2014
Sealed Air Corporation June 2012 - September 2014
Cargill March 2012 - April 2012
Wells Fargo Institutional Retirement and Trust September 2011 - December 2011
3M September 2010 - September 2011
Wells Systems December 2009 - July 2010
Apria Healthcare June 2009 - September 2009
e-Nurse Online January 2008 - May 2009
Group Health Cooperative March 2006 - November 2007
Skills
Lotus Notes, Web Development, JavaScript, HTML, SQL, CSS, XML, AJAX, Java, Access, XP, Windows 7, Windows Vista, Visio, Software Development, Web Applications, Agile Methodologies, Databases, Lotus Domino, Visual Basic, Unix, Microsoft SQL Server, Web Services, SDLC, Websphere, Windows XP
Education
Bellevue Community College 1994 — 2006
Ongoing, Professional Development
City University of Seattle 1985 — 1990
BS, Computer Information Systems
Nationwide Insurance December 2014 - Present
MAPFRE – Commerce Insurance October 2014 - November 2014
Sealed Air Corporation June 2012 - September 2014
Cargill March 2012 - April 2012
Wells Fargo Institutional Retirement and Trust September 2011 - December 2011
3M September 2010 - September 2011
Wells Systems December 2009 - July 2010
Apria Healthcare June 2009 - September 2009
e-Nurse Online January 2008 - May 2009
Group Health Cooperative March 2006 - November 2007
Skills
Lotus Notes, Web Development, JavaScript, HTML, SQL, CSS, XML, AJAX, Java, Access, XP, Windows 7, Windows Vista, Visio, Software Development, Web Applications, Agile Methodologies, Databases, Lotus Domino, Visual Basic, Unix, Microsoft SQL Server, Web Services, SDLC, Websphere, Windows XP
Education
Bellevue Community College 1994 — 2006
Ongoing, Professional Development
City University of Seattle 1985 — 1990
BS, Computer Information Systems
Candace. Lewis-McComb Candace. Lewis-McComb's Wells Fargo Institutional Retirement and Trust Experience March 1996 - Present
Job Vice President Relationship Manager at Wells Fargo Institutional Retirement and Trust
Industry
Experience
Wells Fargo Institutional Retirement and Trust March 1996 - Present
Education
St. Catherine University 1991 — 1995
International Business and Economics - Post graduate certificate in Spanish, Economics and Spanish, A
Wells Fargo Institutional Retirement and Trust March 1996 - Present
Education
St. Catherine University 1991 — 1995
International Business and Economics - Post graduate certificate in Spanish, Economics and Spanish, A
Antoinette Watkins Antoinette Watkins's Wells Fargo Institutional Retirement and Trust Experience 2014 - Present
Job VP, Regional Director at Wells Fargo Institutional Retirement and Trust
Industry Financial Services
Experience
Wells Fargo Institutional Retirement and Trust 2014 - Present
Wells Fargo Institutional Retirement and Trust November 2007 - Present
Camphor United Methodist Church 1998 - Present
The Blake School 2001 - 2011
Camphor UMC 1999 - 2011
Delta Sigma Theta Sorority, Inc. 1989 - 2011
Wells Fargo Retirement Services November 2005 - November 2007
Wells Fargo Retirement Services July 2003 - November 2005
Wells Fargo Retirement Services July 2000 - July 2003
American Express Financial Advisors (now Ameriprise Financial) 1997 - 2000
Skills
Retirement, Financial Services, Management, Process Improvement, Relationship Management, Analysis, CRM, Leadership, Strategic Planning, Training, Business Development, Mutual Funds, Banking, Employee Benefits, Project Management, 401k, Investments, Coaching, Defined Benefit, ERISA, Retirement Planning, Sales, Risk Management, Mergers & Acquisitions, Auditing
Education
University of Nebraska at Omaha 1984 — 1989
BA, International Business
Wells Fargo Institutional Retirement and Trust 2014 - Present
Wells Fargo Institutional Retirement and Trust November 2007 - Present
Camphor United Methodist Church 1998 - Present
The Blake School 2001 - 2011
Camphor UMC 1999 - 2011
Delta Sigma Theta Sorority, Inc. 1989 - 2011
Wells Fargo Retirement Services November 2005 - November 2007
Wells Fargo Retirement Services July 2003 - November 2005
Wells Fargo Retirement Services July 2000 - July 2003
American Express Financial Advisors (now Ameriprise Financial) 1997 - 2000
Skills
Retirement, Financial Services, Management, Process Improvement, Relationship Management, Analysis, CRM, Leadership, Strategic Planning, Training, Business Development, Mutual Funds, Banking, Employee Benefits, Project Management, 401k, Investments, Coaching, Defined Benefit, ERISA, Retirement Planning, Sales, Risk Management, Mergers & Acquisitions, Auditing
Education
University of Nebraska at Omaha 1984 — 1989
BA, International Business
gregory mestnik gregory mestnik's Wells Fargo Institutional Retirement and Trust Experience Client Account ManagerWells Fargo Institutional Retirement and Trust$
Job Client Account Manager at Wells Fargo Institutional Retirement and Trust
Industry Financial Services
Experience
Wells Fargo Institutional Retirement and Trust Client Account ManagerWells Fargo Institutional Retirement and Trust$
Skills
Financial Analysis, Portfolio Management
Education
St. Cloud State University 1986 — 1991
Bachelor of Science (B.S.), Accounting
Wells Fargo Institutional Retirement and Trust Client Account ManagerWells Fargo Institutional Retirement and Trust$
Skills
Financial Analysis, Portfolio Management
Education
St. Cloud State University 1986 — 1991
Bachelor of Science (B.S.), Accounting
Joel Levi's Wells Fargo Institutional Retirement and Trust Experience December 1997 - July 2005
Job Senior Relationship Manager at HSA Bank, a division of Webster Bank, N.A.
Industry Financial Services
Experience
HSA Bank, a division of Webster Bank, N.A. June 2014 - Present
JPMorgan Chase March 2011 - June 2014
U.S. Bank September 2007 - March 2011
Wells Fargo January 2004 - September 2007
Wells Fargo Institutional Retirement and Trust December 1997 - July 2005
Skills
Business Development, Relationship Management, 401k, Global Custody, Payments, Sales, Employee Benefits, Banking, New Business Development, Insurance, Investments, Risk Management, Financial Analysis, Financial Services, Corporate Card, Credit, Portfolio Management, Loans, Mutual Funds, Wealth Management, Flexible Spending..., Health Savings Accounts, Strategic Financial..., Securities, Commercial Banking, Finance, Treasury Management, Asset Management
Education
Minnesota State University, Mankato
HSA Bank, a division of Webster Bank, N.A. June 2014 - Present
JPMorgan Chase March 2011 - June 2014
U.S. Bank September 2007 - March 2011
Wells Fargo January 2004 - September 2007
Wells Fargo Institutional Retirement and Trust December 1997 - July 2005
Skills
Business Development, Relationship Management, 401k, Global Custody, Payments, Sales, Employee Benefits, Banking, New Business Development, Insurance, Investments, Risk Management, Financial Analysis, Financial Services, Corporate Card, Credit, Portfolio Management, Loans, Mutual Funds, Wealth Management, Flexible Spending..., Health Savings Accounts, Strategic Financial..., Securities, Commercial Banking, Finance, Treasury Management, Asset Management
Education
Minnesota State University, Mankato
Rebecca Karner Rebecca Karner's Wells Fargo Institutional Retirement and Trust Experience March 2012 - Present
Job Vice President, Relationship Management at Wells Fargo Institutional Retirement and Trust
Industry Financial Services
Experience
Wells Fargo Institutional Retirement and Trust March 2012 - Present
Milliman January 2009 - November 2011
VALIC August 2007 - October 2008
Ameriprise Financial August 2005 - August 2007
Ameriprise Financial September 2000 - August 2005
Gray Communications, Inc August 1998 - September 2000
Medill News Service June 1997 - July 1998
Skills
Account Management, Business Strategy, Marketing Strategy, New Business Development, Business Relationship..., Project Management, Leadership, Management, Selling, Strategic Planning, Strategy, Sales, CRM, Financial Services, Relationship Management
Education
Northwestern University 1997 — 1998
MASTER OF SCIENCE, Journalism
Minnesota State University, Mankato 1992 — 1995
BS, Mass Communications
Rockford High School 1987 — 1991
University of Saint Thomas
Business Administration, Masters Certificate, Business Administration
University of Saint Thomas
Marketing Management, Masters Certificate, Marketing
Wells Fargo Institutional Retirement and Trust March 2012 - Present
Milliman January 2009 - November 2011
VALIC August 2007 - October 2008
Ameriprise Financial August 2005 - August 2007
Ameriprise Financial September 2000 - August 2005
Gray Communications, Inc August 1998 - September 2000
Medill News Service June 1997 - July 1998
Skills
Account Management, Business Strategy, Marketing Strategy, New Business Development, Business Relationship..., Project Management, Leadership, Management, Selling, Strategic Planning, Strategy, Sales, CRM, Financial Services, Relationship Management
Education
Northwestern University 1997 — 1998
MASTER OF SCIENCE, Journalism
Minnesota State University, Mankato 1992 — 1995
BS, Mass Communications
Rockford High School 1987 — 1991
University of Saint Thomas
Business Administration, Masters Certificate, Business Administration
University of Saint Thomas
Marketing Management, Masters Certificate, Marketing
Bart Cuddy, CFS, CRSP, CMFC Bart Cuddy, CFS, CRSP, CMFC's Wells Fargo Institutional Retirement and Trust Experience 2011 - 2014
Job Associate Portfolio Manager/AVP at Fifth Third Private Bank
Industry Financial Services
Experience
Fifth Third Private Bank June 2014 - Present
Wells Fargo Institutional Retirement and Trust 2011 - 2014
Wells Fargo Institutional Retirement and Trust 2010 - 2011
Wachovia Retirement Services 2006 - 2009
Wachovia Retirement Services 2001 - 2006
Wachovia Retirement Services 2000 - 2001
Skills
Investments, Mutual Funds, Financial Advisory, Asset Allocation, Retirement, Portfolio Management, Wealth Management, Relationship Management, Wealth Management..., Series 63, Trading, Financial Services
Education
University of North Carolina at Charlotte
MBA, Finance/Commercial Bank Management
Slippery Rock University of Pennsylvania
Bachelors, Secondary Education/MATHEMATICS
Fifth Third Private Bank June 2014 - Present
Wells Fargo Institutional Retirement and Trust 2011 - 2014
Wells Fargo Institutional Retirement and Trust 2010 - 2011
Wachovia Retirement Services 2006 - 2009
Wachovia Retirement Services 2001 - 2006
Wachovia Retirement Services 2000 - 2001
Skills
Investments, Mutual Funds, Financial Advisory, Asset Allocation, Retirement, Portfolio Management, Wealth Management, Relationship Management, Wealth Management..., Series 63, Trading, Financial Services
Education
University of North Carolina at Charlotte
MBA, Finance/Commercial Bank Management
Slippery Rock University of Pennsylvania
Bachelors, Secondary Education/MATHEMATICS
Logan Asche's Wells Fargo Institutional Retirement and Trust Experience August 2010 - March 2011
Job Senior Sales Engineer Microscope Division at Keyence
Industry Industrial Automation
Experience
Keyence June 2013 - Present
Reach Digital Solutions March 2011 - June 2013
Wells Fargo Institutional Retirement and Trust August 2010 - March 2011
Affiliated Community Medical Center June 2009 - August 2009
Skills
Sales, Guerrilla Marketing, Account Management, Market Research, Marketing Strategy, Business Strategy, B2B, Business Development, Mobile Marketing, Digital Media, Management, Social Media, Leadership, Advertising, Strategic Planning, Lead Generation, Marketing, Salesforce.com, Customer Service
Education
University of Central Florida 2005 — 2009
B.S, Business Management
Keyence June 2013 - Present
Reach Digital Solutions March 2011 - June 2013
Wells Fargo Institutional Retirement and Trust August 2010 - March 2011
Affiliated Community Medical Center June 2009 - August 2009
Skills
Sales, Guerrilla Marketing, Account Management, Market Research, Marketing Strategy, Business Strategy, B2B, Business Development, Mobile Marketing, Digital Media, Management, Social Media, Leadership, Advertising, Strategic Planning, Lead Generation, Marketing, Salesforce.com, Customer Service
Education
University of Central Florida 2005 — 2009
B.S, Business Management
Joshua LaBelle Joshua LaBelle's Wells Fargo Institutional Retirement and Trust Experience September 2012 - Present
Job Technical Service Specialist at Wells Fargo Institutional Retirement and Trust
Industry Information Technology and Services
Experience
Wells Fargo Institutional Retirement and Trust September 2012 - Present
Wells Fargo Home Mortgage May 2009 - September 2012
Walgreens June 2006 - May 2009
RadioShack August 2001 - June 2006
Skills
Outstanding Customer..., Customer Satisfaction, Telephone Skills, Data Entry, SQL, Oracle SQL, Microsoft Office, Networking, Customer Service, Access, Call Centers
Education
Kaplan University 2009 — 2011
Bachelor of Science (B.S.), Information Technology
Tallahassee Community College 2004 — 2006
Associate of Arts (AA), Business, Management, Marketing, and Related Support Services
Wells Fargo Institutional Retirement and Trust September 2012 - Present
Wells Fargo Home Mortgage May 2009 - September 2012
Walgreens June 2006 - May 2009
RadioShack August 2001 - June 2006
Skills
Outstanding Customer..., Customer Satisfaction, Telephone Skills, Data Entry, SQL, Oracle SQL, Microsoft Office, Networking, Customer Service, Access, Call Centers
Education
Kaplan University 2009 — 2011
Bachelor of Science (B.S.), Information Technology
Tallahassee Community College 2004 — 2006
Associate of Arts (AA), Business, Management, Marketing, and Related Support Services
Brenda Bansemer's Wells Fargo Institutional Retirement and Trust Experience June 2008 - November 2012
Job Benefits Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo November 2012 - Present
Wells Fargo Institutional Retirement and Trust June 2008 - November 2012
Wachovia Retirement Services March 2004 - June 2008
Wachovia Retirement Services April 2002 - March 2004
Wachovia Retirement Services May 2000 - March 2002
Wachovia Retirement Services March 1997 - May 2000
Skills
Business Analysis, Series 63, Process Improvement, Management, Series 7, 401k, Mutual Funds, Strategic Communications, Sales, Retirement Planning, Employee Benefits, Marketing, Relationship Management, Risk Management, Retirement
Education
Northern Illinois University - College of Business 1988 — 1992
Bachelor of Science (B.S.), Management Information Systems, General
Wells Fargo November 2012 - Present
Wells Fargo Institutional Retirement and Trust June 2008 - November 2012
Wachovia Retirement Services March 2004 - June 2008
Wachovia Retirement Services April 2002 - March 2004
Wachovia Retirement Services May 2000 - March 2002
Wachovia Retirement Services March 1997 - May 2000
Skills
Business Analysis, Series 63, Process Improvement, Management, Series 7, 401k, Mutual Funds, Strategic Communications, Sales, Retirement Planning, Employee Benefits, Marketing, Relationship Management, Risk Management, Retirement
Education
Northern Illinois University - College of Business 1988 — 1992
Bachelor of Science (B.S.), Management Information Systems, General
Joseph Leuer's Wells Fargo Institutional Retirement and Trust Experience February 2012 - September 2013
Job English Teacher at Assrooh
Industry Financial Services
Experience
Assrooh April 2014 - Present
Wells Fargo September 2013 - February 2014
Wayzata Public School district June 2000 - February 2014
Wells Fargo Institutional Retirement and Trust February 2012 - September 2013
Skills
Microsoft Office, Access, Staff Development, Nonprofits, Event Planning, Public Speaking, Strategic Planning
Education
St. Cloud State University 2006 — 2009
B.A., Economics, Global Studies
The University of North Dakota
Assrooh April 2014 - Present
Wells Fargo September 2013 - February 2014
Wayzata Public School district June 2000 - February 2014
Wells Fargo Institutional Retirement and Trust February 2012 - September 2013
Skills
Microsoft Office, Access, Staff Development, Nonprofits, Event Planning, Public Speaking, Strategic Planning
Education
St. Cloud State University 2006 — 2009
B.A., Economics, Global Studies
The University of North Dakota
Angela Nieves CRPC® Angela Nieves CRPC®'s Wells Fargo Institutional Retirement and Trust Experience August 2014 - Present
Job Retirement Educator 2 at Wells Fargo Institutional Retirement and Trust
Industry Financial Services
Experience
Wells Fargo Institutional Retirement and Trust August 2014 - Present
ADP Retirement Services February 2009 - May 2014
Skills
401k, ADP Payroll, Benefits Administration, Customer Retention, Customer Service, Defined Benefit, Defined Contribution, Employee Benefits, Financial Advisory, Human Resources, Investments, Leadership, Management, Microsoft Excel, Microsoft Office, Retirement, Retirement Planning, Sales, Salesforce.com, Series 6, Series 63, Small Business
Education
Fairleigh Dickinson University
Wells Fargo Institutional Retirement and Trust August 2014 - Present
ADP Retirement Services February 2009 - May 2014
Skills
401k, ADP Payroll, Benefits Administration, Customer Retention, Customer Service, Defined Benefit, Defined Contribution, Employee Benefits, Financial Advisory, Human Resources, Investments, Leadership, Management, Microsoft Excel, Microsoft Office, Retirement, Retirement Planning, Sales, Salesforce.com, Series 6, Series 63, Small Business
Education
Fairleigh Dickinson University
Mary Lou Lamberton Mary Lou Lamberton's Wells Fargo Institutional Retirement and Trust Experience 2013 - 2015
Job Wells Fargo Health Benefit Services, Sales Executive Health Savings Accounts
Industry Financial Services
Experience
Wells Fargo Institutional Retirement and Trust 2013 - 2015
Prestige Resorts & Destinations 2005 - 2013
Fidelity Investments September 1998 - August 2000
Charles Schwab 1997 - 1998
Wells Fargo 1988 - 1997
Northern Trust 1984 - 1988
Skills
Event Planning, Sales, Customer Service, Investments, Event Management, Leadership, Marketing, Strategic Planning, Management, Retirement, Healthcare, Management Consulting, Account Management, Contract Negotiation, Pensions, Hospitality, New Business Development, Hotels, Meeting Planning, Sales Management, Incentives
Education
Lawrence University 1978 — 1982
B.A., Economics
Wells Fargo Institutional Retirement and Trust 2013 - 2015
Prestige Resorts & Destinations 2005 - 2013
Fidelity Investments September 1998 - August 2000
Charles Schwab 1997 - 1998
Wells Fargo 1988 - 1997
Northern Trust 1984 - 1988
Skills
Event Planning, Sales, Customer Service, Investments, Event Management, Leadership, Marketing, Strategic Planning, Management, Retirement, Healthcare, Management Consulting, Account Management, Contract Negotiation, Pensions, Hospitality, New Business Development, Hotels, Meeting Planning, Sales Management, Incentives
Education
Lawrence University 1978 — 1982
B.A., Economics
Ashley Yaritz Ashley Yaritz's Wells Fargo Institutional Retirement and Trust Experience July 2013 - Present
Job Bilingual Retirement Services Representative 2 at Wells Fargo, working towards my B.A. in Psych/Spanish,goal of MSW/M.A.
Industry Financial Services
Experience
Wells Fargo Institutional Retirement and Trust July 2013 - Present
Face to Face Health & Counseling Services, Inc. May 2013 - July 2013
CVS Caremark Corporation September 2012 - May 2013
Perkins & Marie Callendars, Inc. February 2011 - April 2013
Children, Youth, and Family Consortium May 2012 - August 2012
Skills
Communication, Data Analysis, Clerical Skills, Customer Service, Spanish-speaking, Organization, Phone Etiquette, Public Speaking, HIPAA, FERPA, Teamwork, Journalism, Microsoft Office, Microsoft Excel, Microsoft Word, Nonprofits, PowerPoint, Translation, Volunteer Management, Creative Writing, Youth Development, Youth Mentoring, Hospitality, Telephone Skills, Data Entry, Time Management, Administrative..., Money Management, People Skills, Spanish, Critical Thinking
Education
University of Minnesota-Twin Cities 2011 — 2015
Bachelor of Arts (BA), Psychology
Roseville Area High School
Wells Fargo Institutional Retirement and Trust July 2013 - Present
Face to Face Health & Counseling Services, Inc. May 2013 - July 2013
CVS Caremark Corporation September 2012 - May 2013
Perkins & Marie Callendars, Inc. February 2011 - April 2013
Children, Youth, and Family Consortium May 2012 - August 2012
Skills
Communication, Data Analysis, Clerical Skills, Customer Service, Spanish-speaking, Organization, Phone Etiquette, Public Speaking, HIPAA, FERPA, Teamwork, Journalism, Microsoft Office, Microsoft Excel, Microsoft Word, Nonprofits, PowerPoint, Translation, Volunteer Management, Creative Writing, Youth Development, Youth Mentoring, Hospitality, Telephone Skills, Data Entry, Time Management, Administrative..., Money Management, People Skills, Spanish, Critical Thinking
Education
University of Minnesota-Twin Cities 2011 — 2015
Bachelor of Arts (BA), Psychology
Roseville Area High School
Kenneth D. Atkinson's Wells Fargo Institutional Retirement and Trust Experience 2009 - Present
Job Emerging Markets Relationship Manager
Industry Banking
Experience
Wachovia Retirement Services January 2009 - Present
Wachovia, A Wells Fargo Company 2009 - Present
Wells Fargo Institutional Retirement and Trust 2009 - Present
Wachovia Bank, NA June 2004 - October 2008
Wachovia Bank, NA January 1999 - June 2004
Skills
Sales, Sales Process, Business Planning, Banking, 401k, Sales Operations, Customer Service, Retirement, Mutual Funds, Relationship Management, Wealth Management, Investments, Strategic Consulting
Education
Tuskegee University 1985 — 1989
Bachelor of Science (B.S.), Accounting
Wachovia Retirement Services January 2009 - Present
Wachovia, A Wells Fargo Company 2009 - Present
Wells Fargo Institutional Retirement and Trust 2009 - Present
Wachovia Bank, NA June 2004 - October 2008
Wachovia Bank, NA January 1999 - June 2004
Skills
Sales, Sales Process, Business Planning, Banking, 401k, Sales Operations, Customer Service, Retirement, Mutual Funds, Relationship Management, Wealth Management, Investments, Strategic Consulting
Education
Tuskegee University 1985 — 1989
Bachelor of Science (B.S.), Accounting
Bob Poferl's Wells Fargo Institutional Retirement and Trust Experience May 2009 - Present
Job SVP National Sales Manager at Wells Fargo Institutional Retirement and Trust
Industry Financial Services
Experience
Wells Fargo Institutional Retirement and Trust May 2009 - Present
Wells Fargo December 1987 - May 2009
US Bank (fka First Trust Company) May 1979 - December 1987
Skills
Investments, Mutual Funds, Leadership, Product Development, Financial Services, Asset Allocation, Retirement, Risk Management, CRM, Asset Management, Retirement Planning, 401k, Management, Financial Analysis, Relationship Management, Sales, Wealth Management, Investment Management, Sales Management, Employee Benefits, Series 7, Insurance
Education
University of Minnesota-Twin Cities 1974 — 1978
Wells Fargo Institutional Retirement and Trust May 2009 - Present
Wells Fargo December 1987 - May 2009
US Bank (fka First Trust Company) May 1979 - December 1987
Skills
Investments, Mutual Funds, Leadership, Product Development, Financial Services, Asset Allocation, Retirement, Risk Management, CRM, Asset Management, Retirement Planning, 401k, Management, Financial Analysis, Relationship Management, Sales, Wealth Management, Investment Management, Sales Management, Employee Benefits, Series 7, Insurance
Education
University of Minnesota-Twin Cities 1974 — 1978
Don Natale's Wells Fargo Institutional Retirement and Trust Experience 2007 - Present
Job Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2007 - Present
Wells Fargo - Institutional Retirement and Trust 2007 - Present
TIAA-CREF October 2005 - March 2007
Bank of America September 2002 - October 2005
Fidelity Investments August 1995 - September 2002
Skills
Cross-functional Team..., Strategy, Program Management, Outsourcing, Marketing Strategy, Product Management, Business Development, Management, Marketing, Sales
Education
Emory University 1989 — 1993
Bachelor of Arts (B.A.), Economics
Newton North High School 1985 — 1989
Wells Fargo March 2007 - Present
Wells Fargo - Institutional Retirement and Trust 2007 - Present
TIAA-CREF October 2005 - March 2007
Bank of America September 2002 - October 2005
Fidelity Investments August 1995 - September 2002
Skills
Cross-functional Team..., Strategy, Program Management, Outsourcing, Marketing Strategy, Product Management, Business Development, Management, Marketing, Sales
Education
Emory University 1989 — 1993
Bachelor of Arts (B.A.), Economics
Newton North High School 1985 — 1989
James Harabedian CPA, QKA's Wells Fargo Institutional Retirement and Trust Experience March 2005 - June 2013
Job Principal and Chief Operating Officer
Industry Financial Services
Experience
Maxus Plan Solutions April 2013 - Present
Wells Fargo Institutional Retirement and Trust March 2005 - June 2013
Charles Schwab Retirement Services 1993 - 2005
Skills
Retirement Planning, Valuation, Sales, Series 7, Series 63, Mutual Funds, New Business Development, 401k, Asset Allocation, Investments, Marketing, Retirement, Wealth Management, Financial Services, Investment Advisory, Asset Management, Portfolio Management, Securities, Series 6, Series 24, Banking, Investment Strategies
Education
The University of Akron 1999 — 2002
MBA, Management
The University of Akron
Masters Management Information Systems, Accounting and Computer Science
Maxus Plan Solutions April 2013 - Present
Wells Fargo Institutional Retirement and Trust March 2005 - June 2013
Charles Schwab Retirement Services 1993 - 2005
Skills
Retirement Planning, Valuation, Sales, Series 7, Series 63, Mutual Funds, New Business Development, 401k, Asset Allocation, Investments, Marketing, Retirement, Wealth Management, Financial Services, Investment Advisory, Asset Management, Portfolio Management, Securities, Series 6, Series 24, Banking, Investment Strategies
Education
The University of Akron 1999 — 2002
MBA, Management
The University of Akron
Masters Management Information Systems, Accounting and Computer Science
Lori Commerford's Wells Fargo Institutional Retirement and Trust Experience 2005 - Present
Job Consultant Relationship Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Consultant Relationship ManagerWells Fargo Bank2005 - Present
Wells Fargo Institutional Retirement and Trust 2005 - Present
Hewitt Associates 2002 - 2005
Skills
401k, Mutual Funds
Education
St. Catherine University 1978 — 1982
Wells Fargo Consultant Relationship ManagerWells Fargo Bank2005 - Present
Wells Fargo Institutional Retirement and Trust 2005 - Present
Hewitt Associates 2002 - 2005
Skills
401k, Mutual Funds
Education
St. Catherine University 1978 — 1982
Matthew Burdick's Wells Fargo Institutional Retirement and Trust Experience June 2010 - Present
Job Operations Accountant at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Institutional Retirement and Trust June 2010 - Present
Wells Fargo Bank March 2010 - July 2010
Wells Fargo Bank September 2006 - March 2010
Wells Fargo Bank November 1999 - September 2006
First National Bank January 1998 - January 1999
Skills
Problem Solving, Financial Analysis, Finance, Securities, Sales, Banking, Leadership, Accounting, Outlook, Data Analysis
Education
Capella University - School of Business and Technology
MBA, Finance
Iowa State University - College of Business 1996 — 1999
B.S, Business Administration; Finance
Wells Fargo Institutional Retirement and Trust June 2010 - Present
Wells Fargo Bank March 2010 - July 2010
Wells Fargo Bank September 2006 - March 2010
Wells Fargo Bank November 1999 - September 2006
First National Bank January 1998 - January 1999
Skills
Problem Solving, Financial Analysis, Finance, Securities, Sales, Banking, Leadership, Accounting, Outlook, Data Analysis
Education
Capella University - School of Business and Technology
MBA, Finance
Iowa State University - College of Business 1996 — 1999
B.S, Business Administration; Finance
Cheryl Molitoris's Wells Fargo Institutional Retirement and Trust Experience April 2000 - Present
Job AVP and Trust Officer/Relationship Manager at Wells Fargo Institutional Retirement and Trust
Industry Financial Services
Experience
Wachovia Retirement Services 2001 - Present
Wells Fargo Institutional Retirement and Trust April 2000 - Present
Wachovia 2000 - Present
Skills
Wealth Management, Investments, Defined Benefit, 401k, Pensions, Relationship Management, ERISA, Retirement Plan..., Retirement, Series 63, Mutual Funds, Retirement Planning, Asset Allocation
Education
Southern New Hampshire University
Wachovia Retirement Services 2001 - Present
Wells Fargo Institutional Retirement and Trust April 2000 - Present
Wachovia 2000 - Present
Skills
Wealth Management, Investments, Defined Benefit, 401k, Pensions, Relationship Management, ERISA, Retirement Plan..., Retirement, Series 63, Mutual Funds, Retirement Planning, Asset Allocation
Education
Southern New Hampshire University
Liz Piper's Wells Fargo Institutional Retirement and Trust Experience 2011 - Present
Job Vice President, Communications Manager, Wells Fargo Institutional Retirement and Trust
Industry Financial Services
Experience
Wells Fargo Institutional Retirement and Trust 2011 - Present
Wells Fargo Institutional Retirement and Trust 2007 - April 2011
Wachovia Bank, Retirement Services 2001 - 2007
First Union and Wachovia Bank, Retirement Services 1998 - 2001
Racing Champions, Paramount Parks, ClinTrials, InterLeaf 1988 - 1998
Skills
Training, Sales Presentations, Consulting, Sales, Human Resources, Recruiting, Financial Services, Management, 401k, Retirement, Retirement Planning, Leadership, Employee Benefits, Relationship Management
Education
University of New Hampshire 1980 — 1983
BA, Pshchology
Wells Fargo Institutional Retirement and Trust 2011 - Present
Wells Fargo Institutional Retirement and Trust 2007 - April 2011
Wachovia Bank, Retirement Services 2001 - 2007
First Union and Wachovia Bank, Retirement Services 1998 - 2001
Racing Champions, Paramount Parks, ClinTrials, InterLeaf 1988 - 1998
Skills
Training, Sales Presentations, Consulting, Sales, Human Resources, Recruiting, Financial Services, Management, 401k, Retirement, Retirement Planning, Leadership, Employee Benefits, Relationship Management
Education
University of New Hampshire 1980 — 1983
BA, Pshchology
Cedric Maddox's Wells Fargo Institutional Retirement and Trust Experience June 2010 - Present
Job Customer Service Consultant
Industry Banking
Experience
Wells Fargo Institutional Retirement and Trust June 2010 - Present
Education
North Carolina State University 1987 — 1992
Wells Fargo Institutional Retirement and Trust June 2010 - Present
Education
North Carolina State University 1987 — 1992
Diane Smith - Naddeo's Wells Fargo Institutional Retirement and Trust Experience September 2012 - Present
Job Vice President at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Institutional Retirement and Trust September 2012 - Present
Wachovia/Wells Fargo 2001 - Present
Bank of New York Mellon April 2001 - January 2004
ADP 1997 - 2001
Mercer 1988 - 1997
Skills
Investments, Mutual Funds, Relationship Management, Financial Services, Wealth Management, Portfolio Management, 401k, Asset Allocation
Education
State University of New York at Albany 1984 — 1988
BS
Pace University - Lubin School of Business
MBA, Finance
Wells Fargo Institutional Retirement and Trust September 2012 - Present
Wachovia/Wells Fargo 2001 - Present
Bank of New York Mellon April 2001 - January 2004
ADP 1997 - 2001
Mercer 1988 - 1997
Skills
Investments, Mutual Funds, Relationship Management, Financial Services, Wealth Management, Portfolio Management, 401k, Asset Allocation
Education
State University of New York at Albany 1984 — 1988
BS
Pace University - Lubin School of Business
MBA, Finance
Samuel Kopchick's Wells Fargo Institutional Retirement and Trust Experience 1997 - Present
Job SVP Product Management at Wells Fargo
Industry Investment Management
Experience
Wells Fargo Institutional Retirement and Trust 1997 - Present
Fidelity Investments 1994 - 1997
Investors Bank & Trust 1989 - 1994
Skills
Wealth Management, Asset Managment, Investments, Portfolio Management, Mutual Funds, Financial Services, Product Management
Education
Boston University Graduate School of Management 1987 — 1989
MBA, Business
Brown University 1982 — 1986
AB, Economics
Deerfield Academy 1980 — 1982
Prep School
Wells Fargo Institutional Retirement and Trust 1997 - Present
Fidelity Investments 1994 - 1997
Investors Bank & Trust 1989 - 1994
Skills
Wealth Management, Asset Managment, Investments, Portfolio Management, Mutual Funds, Financial Services, Product Management
Education
Boston University Graduate School of Management 1987 — 1989
MBA, Business
Brown University 1982 — 1986
AB, Economics
Deerfield Academy 1980 — 1982
Prep School
Jillian Stitt's Wells Fargo Institutional Retirement and Trust Experience November 2011 - Present
Job Marketing Consultant at Wells Fargo Institutional Retirement and Trust
Industry Financial Services
Experience
Wells Fargo Institutional Retirement and Trust November 2011 - Present
Wells Fargo Institutional Retirement and Trust July 2004 - October 2011
Skills
Internal Communications, Marketing, Marketing Strategy, Email Marketing, Direct Marketing, Marketing Communications, Strategic Communications, Integrated Marketing
Education
Augustana University (SD) 1997 — 2001
BA, Business Admin
Wells Fargo Institutional Retirement and Trust November 2011 - Present
Wells Fargo Institutional Retirement and Trust July 2004 - October 2011
Skills
Internal Communications, Marketing, Marketing Strategy, Email Marketing, Direct Marketing, Marketing Communications, Strategic Communications, Integrated Marketing
Education
Augustana University (SD) 1997 — 2001
BA, Business Admin
Suzanne LoPorto's Wells Fargo Institutional Retirement and Trust Experience June 1994 - Present
Job Vice President and Relationship Manager at Wells Fargo Institutional Retirement and Trust
Industry Financial Services
Experience
Wells Fargo Institutional Retirement and Trust June 1994 - Present
AXA Equitable July 1985 - June 1994
Bradford Trust September 1982 - July 1985
Skills
401k, Defined Benefit, ERISA, Retirement, Asset Allocation, Mutual Funds, Pensions, Wealth Management, Fixed Annuities, Investments, Executive Pay, Asset Managment, Portfolio Management, Employee Benefits, Deferred Compensation, Series 63, Asset Management, Retirement Planning
Education
Monmouth University
Wells Fargo Institutional Retirement and Trust June 1994 - Present
AXA Equitable July 1985 - June 1994
Bradford Trust September 1982 - July 1985
Skills
401k, Defined Benefit, ERISA, Retirement, Asset Allocation, Mutual Funds, Pensions, Wealth Management, Fixed Annuities, Investments, Executive Pay, Asset Managment, Portfolio Management, Employee Benefits, Deferred Compensation, Series 63, Asset Management, Retirement Planning
Education
Monmouth University
Robin Moore Stiles's Wells Fargo Institutional Retirement and Trust Experience January 2007 - November 2012
Job Program Manager for the Southeast Region Public Exchanges at UnitedHealth Group
Industry Insurance
Experience
UnitedHealth Group July 2014 - Present
UnitedHealthcare December 2012 - July 2014
Wells Fargo Institutional Retirement and Trust January 2007 - November 2012
United HealthCare January 2003 - January 2007
UnitedHealth Group December 2001 - December 2002
Wachovia 1998 - 2001
Skills
Customer Relations, Cross-functional Team..., Account Management, Problem Solving, Management Consulting, Strategic Planning, Program Management, Team Building, Change Management, Training, Business Process..., Business Strategy, Product Development, Risk Management, Process Improvement, Operations Management, Finance, Leadership, Insurance, Financial Analysis, Customer Service, Management, CRM, Business Development, Business Analysis, Leadership Development, Relationship Management, Consulting, Organizational..., Public Speaking, Employee Engagement, Mergers & Acquisitions
Education
Leadership Greensboro 2013 — 2014
Completed, Leadership
Elon University - Martha and Spencer Love School of Business 1999 — 2001
MBA, Business
North Carolina State University
BA, Political Science
UnitedHealth Group July 2014 - Present
UnitedHealthcare December 2012 - July 2014
Wells Fargo Institutional Retirement and Trust January 2007 - November 2012
United HealthCare January 2003 - January 2007
UnitedHealth Group December 2001 - December 2002
Wachovia 1998 - 2001
Skills
Customer Relations, Cross-functional Team..., Account Management, Problem Solving, Management Consulting, Strategic Planning, Program Management, Team Building, Change Management, Training, Business Process..., Business Strategy, Product Development, Risk Management, Process Improvement, Operations Management, Finance, Leadership, Insurance, Financial Analysis, Customer Service, Management, CRM, Business Development, Business Analysis, Leadership Development, Relationship Management, Consulting, Organizational..., Public Speaking, Employee Engagement, Mergers & Acquisitions
Education
Leadership Greensboro 2013 — 2014
Completed, Leadership
Elon University - Martha and Spencer Love School of Business 1999 — 2001
MBA, Business
North Carolina State University
BA, Political Science
John Del Buono's Wells Fargo Institutional Retirement and Trust Experience 1994 - 1997
Job Retirement Plan Specialist
Industry Financial Services
Experience
Metropolitan New York Regional Bank August 2012 - Present
ADP September 1997 - May 2012
Wells Fargo Institutional Retirement and Trust 1994 - 1997
Penn Federal Savings Bank 1988 - 1993
Skills
Performance Management, Benefits Administration, Employee Benefits, Outsourcing, Project Management, Change Management, Salesforce.com, 401k, Process Improvement, Vendor Management, Leadership, Sales Operations, Financial Services, Talent Acquisition, Succession Planning, HRIS, Retirement, Fixed Annuities, Call Centers, Business Analysis, Management, Strategy, Account Management, Defined Benefit, Employee Engagement, Organizational..., Finance, Pensions, Recruiting, Analysis, Human Resources, Relationship Management, Talent Management, Program Management, Operations Management, Customer Retention, CRM, SDLC, Series 63, Risk Management, Business Planning, Mutual Funds, Business Intelligence, Business Process..., Defined Contribution, Cross-functional Team..., Retirement Planning, Business Development, ERISA, New Business Development
Education
Seton Hall University
Metropolitan New York Regional Bank August 2012 - Present
ADP September 1997 - May 2012
Wells Fargo Institutional Retirement and Trust 1994 - 1997
Penn Federal Savings Bank 1988 - 1993
Skills
Performance Management, Benefits Administration, Employee Benefits, Outsourcing, Project Management, Change Management, Salesforce.com, 401k, Process Improvement, Vendor Management, Leadership, Sales Operations, Financial Services, Talent Acquisition, Succession Planning, HRIS, Retirement, Fixed Annuities, Call Centers, Business Analysis, Management, Strategy, Account Management, Defined Benefit, Employee Engagement, Organizational..., Finance, Pensions, Recruiting, Analysis, Human Resources, Relationship Management, Talent Management, Program Management, Operations Management, Customer Retention, CRM, SDLC, Series 63, Risk Management, Business Planning, Mutual Funds, Business Intelligence, Business Process..., Defined Contribution, Cross-functional Team..., Retirement Planning, Business Development, ERISA, New Business Development
Education
Seton Hall University
Barbara Fashant's Wells Fargo Institutional Retirement and Trust Experience July 1990 - Present
Job Retirement Services at Wachovia, A Wells Fargo Company
Industry Banking
Experience
Wells Fargo Institutional Retirement and Trust July 1990 - Present
Lieberman Enterprises 1981 - 1987
First Bank Burnsville 1980 - 1981
Skills
Banking, Credit, Commercial Banking, Retail Banking
Education
University of Minnesota-Twin Cities 1967 — 1968
none, Elementary Education and Teaching/child psychology returned to University 1977-1979, 40 credits short of child psych degree
Wells Fargo Institutional Retirement and Trust July 1990 - Present
Lieberman Enterprises 1981 - 1987
First Bank Burnsville 1980 - 1981
Skills
Banking, Credit, Commercial Banking, Retail Banking
Education
University of Minnesota-Twin Cities 1967 — 1968
none, Elementary Education and Teaching/child psychology returned to University 1977-1979, 40 credits short of child psych degree
Linda M. Anderson's Wells Fargo Institutional Retirement and Trust Experience June 2011 - Present
Job Sales Development Consultant
Industry Accounting
Experience
Wells Fargo Institutional Retirement and Trust June 2011 - Present
Wells Fargo Institutional Retirement and Trust April 2005 - June 2011
Wells Fargo Institutional Retirement and Trust August 1997 - April 2005
Skills
ERISA, 401k, Investments, New Business Development, Financial Services, Mutual Funds, Management, Retirement Planning, CRM, Retirement, Leadership
Education
Minnesota State University, Mankato 1987 — 1991
BS, Accounting
Minnesota State University, Mankato
Wells Fargo Institutional Retirement and Trust June 2011 - Present
Wells Fargo Institutional Retirement and Trust April 2005 - June 2011
Wells Fargo Institutional Retirement and Trust August 1997 - April 2005
Skills
ERISA, 401k, Investments, New Business Development, Financial Services, Mutual Funds, Management, Retirement Planning, CRM, Retirement, Leadership
Education
Minnesota State University, Mankato 1987 — 1991
BS, Accounting
Minnesota State University, Mankato
Ryan McGuire Grimes's Wells Fargo Institutional Retirement and Trust Experience December 2007 - Present
Job Defined Benefit Operations Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Institutional Retirement and Trust December 2007 - Present
Wells Fargo Institutional Retirement and Trust September 2006 - December 2007
Wells Fargo Institutional Retirement and Trust November 2005 - September 2006
Wells Fargo Institutional Retirement and Trust September 2004 - October 2005
Pro Staff September 2003 - August 2004
Skills
Team Leadership, Leadership, Management, Team Building, Operations Management, Performance Management, Coaching, Project Management, Customer Service, Business Communications, Process Improvement, Public Speaking, Training, Payroll, Event Planning, Needs Analysis, Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Project, Social Media, Strategy
Education
University of Minnesota-Twin Cities 1999 — 2003
Bachelor's Degree, Theatre Arts
Northern University High School 1995 — 1999
High School
Wells Fargo Institutional Retirement and Trust December 2007 - Present
Wells Fargo Institutional Retirement and Trust September 2006 - December 2007
Wells Fargo Institutional Retirement and Trust November 2005 - September 2006
Wells Fargo Institutional Retirement and Trust September 2004 - October 2005
Pro Staff September 2003 - August 2004
Skills
Team Leadership, Leadership, Management, Team Building, Operations Management, Performance Management, Coaching, Project Management, Customer Service, Business Communications, Process Improvement, Public Speaking, Training, Payroll, Event Planning, Needs Analysis, Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Project, Social Media, Strategy
Education
University of Minnesota-Twin Cities 1999 — 2003
Bachelor's Degree, Theatre Arts
Northern University High School 1995 — 1999
High School
Charles R Dewey's Wells Fargo Institutional Retirement and Trust Experience April 2007 - Present
Job VP, Relationship Manager at Wells Fargo Institutional Retirement and Trust
Industry Banking
Experience
Wells Fargo Institutional Retirement and Trust April 2007 - Present
Invesco Ltd. March 1992 - April 2007
Education
University of Colorado Boulder 1969 — 1974
BS, Business
Wells Fargo Institutional Retirement and Trust April 2007 - Present
Invesco Ltd. March 1992 - April 2007
Education
University of Colorado Boulder 1969 — 1974
BS, Business
Frank Saia's Wells Fargo Institutional Retirement and Trust Experience 2006 - 2011
Job Agent at Century 21 Beggins Enterprises
Industry Financial Services
Experience
Century 21 Beggins Enterprises January 2012 - Present
Aspire Financial Services, LLC 2011 - 2012
WELLS FARGO INSTITUTIONAL RETIREMENT AND TRUST 2006 - 2011
CERIDIAN RETIREMENT PLAN SERVICES 2003 - 2006
PFPC GLOBAL RETIREMENT SERVICES 1997 - 2003
Skills
Investments, Retirement Planning, Strategic Financial..., Wealth Management, Equities, Portfolio Management, Mutual Funds, Retirement, Banking, Asset Management, Mortgage Lending, Financial Analysis
Education
Bentley College
Bachelor of Science (BS), Computer Engineering
University of Tampa
Master of Business Administration (MBA), Finance and Financial Management Services
Century 21 Beggins Enterprises January 2012 - Present
Aspire Financial Services, LLC 2011 - 2012
WELLS FARGO INSTITUTIONAL RETIREMENT AND TRUST 2006 - 2011
CERIDIAN RETIREMENT PLAN SERVICES 2003 - 2006
PFPC GLOBAL RETIREMENT SERVICES 1997 - 2003
Skills
Investments, Retirement Planning, Strategic Financial..., Wealth Management, Equities, Portfolio Management, Mutual Funds, Retirement, Banking, Asset Management, Mortgage Lending, Financial Analysis
Education
Bentley College
Bachelor of Science (BS), Computer Engineering
University of Tampa
Master of Business Administration (MBA), Finance and Financial Management Services
Kristy Berndt's Wells Fargo Institutional Retirement and Trust Experience November 2008 - Present
Job Retirement Service Representative at Wells Fargo Institutional Retirement and Trust
Industry Financial Services
Experience
Wells Fargo Institutional Retirement and Trust November 2008 - Present
Cazales Law LLC November 2011 - April 2012
Carlson Craft February 2006 - November 2008
Skills
People Skills, Microsoft Office, Fast Learner, Telephone Skills, Data Entry, Administrative..., Filing, Time Management, Critical Thinking, Office Administration, Organization &..., Phone Etiquette, Confidentiality, Clerical Skills, Legal Documents, Highly detail oriented, Close Attention to..., Teamwork, Customer Satisfaction, Office Management, Document Review, Self-driven, File Management, Fax
Education
National American University-Roseville 2009 — 2012
Associates, Paralegal
Rasmussen College 2006 — 2007
None, Legal Secretary
Minnesota State University, Mankato 2005 — 2006
none, generals
Concordia College 2004 — 2005
none, Generals
Wells Fargo Institutional Retirement and Trust November 2008 - Present
Cazales Law LLC November 2011 - April 2012
Carlson Craft February 2006 - November 2008
Skills
People Skills, Microsoft Office, Fast Learner, Telephone Skills, Data Entry, Administrative..., Filing, Time Management, Critical Thinking, Office Administration, Organization &..., Phone Etiquette, Confidentiality, Clerical Skills, Legal Documents, Highly detail oriented, Close Attention to..., Teamwork, Customer Satisfaction, Office Management, Document Review, Self-driven, File Management, Fax
Education
National American University-Roseville 2009 — 2012
Associates, Paralegal
Rasmussen College 2006 — 2007
None, Legal Secretary
Minnesota State University, Mankato 2005 — 2006
none, generals
Concordia College 2004 — 2005
none, Generals
Betty Hockinson's Wells Fargo Institutional Retirement and Trust Experience August 2012 - Present
Job Retirement Services Representative at Wells Fargo Institutional Retirement and Trust
Industry Human Resources
Experience
Wells Fargo Institutional Retirement and Trust August 2012 - Present
Wells Fargo & Company 1998 - 2011
American Red Cross, North Central Blood Center 1990 - 1996
Skills
Internal Communications, Retirement Plan..., Qualified Retirement..., Non-Qualified..., Team Leadership, Defined Benefit, Pensions, ERISA, Pension Administration, Employee Benefits, 401k, Corporate Benefits, Profit Sharing, Technical Writing, Microsoft Office, Accounting, Medical Terminology, Freelance Writing, Teaching Adults, Employee Training, Public Speaking, Business Continuity...
Education
Concordia University-St. Paul 2010 — 2012
Master of Arts (M.A.), Strategic Communication Management, 3.91
Dakota County Technical College 1995 — 1997
2 years (after BS degree), Accounting, 4.0
St. Cloud State University
Bachelor of Science (B.S.), Medical Technology
Wells Fargo Institutional Retirement and Trust August 2012 - Present
Wells Fargo & Company 1998 - 2011
American Red Cross, North Central Blood Center 1990 - 1996
Skills
Internal Communications, Retirement Plan..., Qualified Retirement..., Non-Qualified..., Team Leadership, Defined Benefit, Pensions, ERISA, Pension Administration, Employee Benefits, 401k, Corporate Benefits, Profit Sharing, Technical Writing, Microsoft Office, Accounting, Medical Terminology, Freelance Writing, Teaching Adults, Employee Training, Public Speaking, Business Continuity...
Education
Concordia University-St. Paul 2010 — 2012
Master of Arts (M.A.), Strategic Communication Management, 3.91
Dakota County Technical College 1995 — 1997
2 years (after BS degree), Accounting, 4.0
St. Cloud State University
Bachelor of Science (B.S.), Medical Technology