Wells Fargo Investment Advisors

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Wells Fargo Investment Advisors Employees

Employee
Years
Job
Industry
Lori McDonald Lori McDonald San Ramon, California Details
Lori McDonald's Wells Fargo Investment Advisors Experience 1987 - 1989
Job Franchise Owner, Travel Advisor at Cruise Planners
Industry Leisure, Travel & Tourism
Experience
Cruise Planners Lori McDonald   2013 - Present
Financial Engines  June 2011 - June 2013
Financial Engines  July 2005 - June 2011
Biz 360   2003 - 2005
ADP  2001 - 2003
Yahoo!  October 1997 - April 2001
Four11 Corporation   September 1995 - October 1997
Self Employed  December 1993 - September 1995
Harris Bretall Sullivan & Smith  March 1989 - December 1993
Wells Fargo Investment Advisors   1987 - 1989

Skills
Portfolio Management, Financial Services, Relationship Management, Project Management, Investments, Strategic Financial..., Start-ups, Customer Service, Strategy, Analytics, 401k, Business Analysis, Mutual Funds, Mergers & Acquisitions, Leadership, Event Management, Sales, Management, Marketing Strategy

Education
Golden Gate University   1990 — 1992
Master of Business Administration (M.B.A.), Finance/Investments

California State University-Sacramento   1984 — 1986
BS, Finance

Dexter Fong Dexter Fong San Francisco Bay Area Details
Dexter Fong's Wells Fargo Investment Advisors Experience January 1989 - June 1995
Job IT Application Development
Industry Information Technology and Services
Experience
State Street  July 2007 - June 2014
Investors Bank & Trust  March 2003 - June 2007
Barclays Global Investors/BlackRock   January 1999 - February 2003
Barclays Global Investors/BlackRock   July 1995 - December 1998
Wells Fargo Investment Advisors   January 1989 - June 1995
Lockheed Martin  June 1984 - December 1988

Skills
Software Development, Visual Studio, Visual Basic, VB.NET, Windows, Microsoft Office, SDLC, Databases, Microsoft SQL Server, Testing, SQL, ASP.NET, Crystal Reports, SWIFT messaging, Trading, Financial Applications, XML, TSO/ISPF, IMS DB/DC, DTC, BMP, NDM, JCL, CA7, COBOL, COBOLII

Education
San Francisco State University
Bachelor's Degree, Computer Science

City College of San Francisco
Associate's Degree, Computer and Information Science

Ron Florance Ron Florance Phoenix, Arizona Details
Ron Florance's Wells Fargo Investment Advisors Experience 1984 - 1990
Job President at RMF Consulting
Industry Investment Management
Experience
Robertson Stephens Advisors LLC  March 2015 - Present
RMF Consulting   June 2014 - Present
Wells Fargo Wealth Management  October 2005 - June 2014
Bank of America Private Bank  July 1999 - September 2005
First Interstate and City National Bank   1995 - 1999
Vanguard  1990 - 1992
Wells Fargo Investment Advisors   1984 - 1990

Skills
Asset Allocation, Wealth Management, Investments, Portfolio Management, Asset Managment, education, Humorist, Dynamic Communicator, Investment Management

Education
Brown University   1979 — 1983
Bachelor of Science, Applied Mathematics and Economics

Palos Verdes High School   1975 — 1979
High School

George Lucker George Lucker Coeur D Alene, Idaho Details
George Lucker's Wells Fargo Investment Advisors Experience March 2006 - April 2010
Job Oil & Energy Professional
Industry Oil & Energy
Experience
Diverse Energy   2010 - 2014
Wells Fargo Investment Advisors   March 2006 - April 2010
Solomon Smith Barney  March 2001 - August 2006
Merrill Lynch  September 1999 - March 2001
SII Investments  August 1995 - August 1999

Education
University of Idaho   1987 — 1993
Bachelor of Science (B.S.) X 2, Political Science and Government / History, passing :)

Patricia Dunn-Jahnke Patricia Dunn-Jahnke San Francisco Bay Area Details
Patricia Dunn-Jahnke's Wells Fargo Investment Advisors Experience 1976 - 1992
Job Independent Investment Management Professional
Industry Investment Management
Experience
Barclays Global Investors  1995 - 2002
Wells Fargo Investment Advisors   1976 - 1992

Education
University of California, Berkeley   1972 — 1974

Khursheed Yazdani Khursheed Yazdani Greater Philadelphia Area Details
Khursheed Yazdani's Wells Fargo Investment Advisors Experience 1982 - 1984
Job fund manager at asian capital management ltd
Industry Banking
Experience
asian capital management ltd   Senior AnalystBarra1984 - 1986
Wells Fargo Investment Advisors   1982 - 1984
wells fargo bank  1980 - 1982

Education
Baruch College, City University of New York (CUNY)   1978 — 1980
MBA

Polly Shouse Polly Shouse Houston, Texas Area Details
Polly Shouse's Wells Fargo Investment Advisors Experience 1976 - 1983
Job Investments
Industry Financial Services
Experience
Hickory Ridge Associates, LLC   December 2010 - Present
Chilton Capital Management  April 2011 - Present
SII Investments  April 2011 - April 2012
Mellon Capital Management  July 1983 - April 2008
Wells Fargo Investment Advisors   1976 - 1983

Skills
Asset Managment, Investments, Equities, Asset Management, Asset Allocation

Education
Stanford University   1969 — 1973
Bachelor of Science (B.S.), Math, Statistics, Computer Science, and Operations Research

Stanford University Graduate School of Business
MBA

Deb flye Deb flye Sacramento, California Area Details
Deb flye's Wells Fargo Investment Advisors Experience 1985 - 1990
Job Real Estate Investor
Industry Real Estate
Experience
SquareOne Properties, LLC   2010 - Present
Barclays Global Investors  2008 - 2009
Barclays Global Investors  2000 - 2008
Barclays Global Investors  1995 - 2000
Wells Fargo Nikko Investment Advisors  1991 - 1993
Wells Fargo Investment Advisors   1985 - 1990

Education
San Diego State University-California State University

University of Pennsylvania - The Wharton School
Executive Education-Strategy Development

Henry Bonser Henry Bonser Portland, Maine Area Details
Henry Bonser's Wells Fargo Investment Advisors Experience Lieutenant Colonel, F.A.United States ArmyOctober 1968 - November 1997
Job VP, Investments (Retired) at Wells Fargo Investment Advisors
Industry Investment Management
Experience
Wells Fargo Investment Advisors   Lieutenant Colonel, F.A.United States ArmyOctober 1968 - November 1997

Education
Southern New Hampshire University
Master of Business Administration (M.B.A.)

University of Southern Maine
Bachelor of Science (B.S.)

Univ. of Miami   1962 — 1968
Bachelor of Arts (B.A.)

Neil Rudolph Neil Rudolph San Francisco Bay Area Details
Neil Rudolph's Wells Fargo Investment Advisors Experience 1984 - 1994
Job Independent Investment Management Professional
Industry Investment Management
Experience
Symphony Asset Management  1994 - 2009
Wells Fargo Investment Advisors   1984 - 1994
Barclays Global Investors, N.A. (WFNIA)   1984 - 1994
Coopers & Lybrand  1977 - 1984

Education
McMaster University   1973 — 1977
Bachelor of Commerce (B.Com.), Accounting and Finance, Magna Cum Laude