Wells Fargo Investment Advisors
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10 Wells Fargo Investment Advisors employees in database. Find out everything there's to know about Wells Fargo Investment Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Investment Advisors Employees
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
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
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
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 :)
Barclays Global Investors 1995 - 2002
Wells Fargo Investment Advisors 1976 - 1992
Education
University of California, Berkeley 1972 — 1974
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
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
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
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.)
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