Experience
Bridgeview Capital Advisors, Inc.   July 2008 - Present
Bridgeview Capital Advisors, Inc.   December 2005 - July 2008
UBS Wealth Management  April 2005 - July 2005
Wells Fargo Investments   February 2001 - April 2005

Education
California Polytechnic State University-San Luis Obispo   1996 — 1998
Bachelor of Arts, Political Science

The American College
CERTIFIED FINANCIAL PLANNER™, Financial Planning

The American College
CHARTERED LIFE UNDERWRITER™, Life Insurance

Experience
Arryve  September 2012 - July 2013
Arryve  April 2011 - July 2011
Microsoft  March 2010 - November 2010
Wells Fargo Investments   March 2003 - May 2005
McDonald Investments formerly Key Investments   August 1995 - February 2000
Seafirst Bank  April 1993 - July 1995
Seafirst Bank  February 1990 - April 1993
Seafirst Bank  September 1989 - February 1990

Skills
Product Marketing, CRM, Cross-functional Team..., Process Improvement, Business Development, Management, Marketing Strategy, Leadership, Project Management, Sales Management, Banking, Management Consulting, Training/mentoring..., Communications & Liason, Process development, Cross-Department...

Education
Central Washington University   1986 — 1989
Bachelor of Science, Business Administration and Marketing

SOFTWARE/TECHNICAL SKILLS
Bachelor of Science, Business Administration and Marketing

Experience
Prominence Capital   June 2011 - Present
Cooperative Purchasers   February 2008 - December 2013
Wells Fargo Investments   December 2005 - November 2007
Merrill Lynch  April 2003 - December 2005
UBS  January 2002 - April 2003

Skills
Investments, Portfolio Management, Strategic Financial..., Asset Management, Valuation, Finance, Equities, Strategy, Risk Management, Hedge Funds, Investment Management, Analysis, Corporate Finance, Private Equity, Financial Modeling, Financial Services, Financial Analysis, Retirement Planning, Wealth Management, Due Diligence, Negotiation, Mutual Funds, Alternative Investments, Financial Advisory, Investment Advisory, Investment Strategies, Asset Allocation, High Net Worth..., Fixed Income, Capital Markets, Securities, Entrepreneurship, Derivatives, Wealth Management..., Financial Markets, Bonds, Estate Planning, Options, Financial Structuring, ETFs, Series 65, Personal Finance, Financial Planners, Business Valuation, 401k, Options Strategies, Stocks, Economics, Budgets, Personal Financial...

Education
University of Southern California - Marshall School of Business   2007 — 2009
MBA, Finance

College for Financial Planning   2013 — 2016
Certified Financial Planner (CFP) Professional Education Program

Northeastern University   1995 — 2000
BS, Sports Medicine/Athletic Training

Experience
Wells Fargo Funds Distributor   February 2005 - April 2012
Wells Fargo Investments   April 2003 - February 2005
Wells Fargo Investments   May 2002 - April 2003
Wells Fargo Investments   August 1999 - July 2001
Wells Fargo Securities  March 1998 - August 1999
Wells Fargo Securities  March 1995 - March 1998
Wells Fargo  April 1993 - March 1995
American Savings Bank  June 1992 - April 1993
Pan Pacific Hotels Group  August 1987 - May 1991

Skills
Windows, Outlook, Microsoft Word, Microsoft Excel, PowerPoint, Visio, Analysis, Securities, Financial Services, Risk Management, Finance

Education
City College of San Francisco
Associate of Science (AS), Hospitality Administration/Management

Westmoor High School

Experience
CUSO Financial Services, LP  November 2014 - Present
Wells Fargo Securities  October 2011 - October 2014
Wells Fargo  March 2010 - October 2011
Wells Fargo Investments   March 2005 - March 2010
Wells Fargo  February 2004 - June 2005
Wells Fargo  August 2002 - February 2004
Fidelity Investments  February 2000 - August 2002

Skills
Investments, Portfolio Management, Banking, Management, Finance, Strategy, Equities, Wealth Management, Strategic Financial..., Loans, Series 7, Derivatives, Marketing, Leadership, Financial Analysis, Sales, Credit, Financial Services, CRM, Mergers & Acquisitions, Business Strategy, Retail Banking, Private Banking, Mortgage Lending, Structured Products, Relationship Management, Team Building, Analysis, Financial Modeling, Customer Service, Sales Management, Commercial Lending, Cross Selling, Business Planning, Business Development

Education
Duke University - The Fuqua School of Business
MBA, Business Administration and Management, General

Pepperdine University, The George L. Graziadio School of Business and Management
BS, Business Management

Experience
Northwestern Mutual  September 2012 - Present
Wells Fargo Advisors  March 2001 - August 2012
Keller Willams Realty  June 2005 - October 2009
Wells Fargo Investments   March 2003 - August 2005
BEAR, STEARNS & CO. INC   August 1997 - February 2001
AMERICAN BUILDING MAINTENANCE CO   April 1996 - July 1997
U.S. BANCORP   July 1993 - April 1996
WASHINGTON MUTUAL SAVINGS BANK  January 1989 - January 1993

Skills
Securities, Equities, Fixed Income, Trading, Options, Bloomberg Terminal, BETA, ADP, BRASS, FINRA, OATS, Settlements, Clearing, Customer Experience, Teaching, Teamwork, Troubleshooting, Conflict Resolution, Middle Office, Wealth Management, Investment Strategies, Financial Services, Settlement, ADP Payroll, Investments, Portfolio Management, Derivatives, Mutual Funds, Asset Management

Education
Seattle Pacific University   1990 — 1991
Business Management

Azusa Pacific University   1988 — 1989
Business Management

Experience
Wells Fargo Advisors, LLC  July 2009 - Present
Wells Fargo Bank  March 2007 - July 2009
Wells Fargo Investments   September 2005 - March 2007
Wells Fargo Investments   September 2004 - September 2005
Wells Fargo Bank  April 2003 - September 2005
Prudential Securities  January 2002 - April 2003
RBC Dain Rauscher, Inc.   May 1997 - January 2002
Paine Webber, Inc.   June 1993 - May 1997
Shearson Lehman Brothers  January 1992 - June 1993
Shearson Lehman Brothers  January 1991 - January 1992

Skills
Asset Management, Brokerage Office,..., Brokerage Strategies &..., Brokerage Manager..., Business Coaching, Debt Planning &..., Financial Advisory, Financial Advisor..., Investment Strategies, Retirement Planning, Investments, Financial Services

Education
University of Virginia - Consumer Bankers Association   2003 — 2007
Graduate School Retail Bank Management, Advanced Banking Studies

College for Financial Planning   2001 — 2001
AAMS, Accredited Asset Management Specialist

University of Pennsylvania - The Wharton School   1998 — 2001
Graduate Securities Industry Institute Management Programs, Brokerage & Financial Services

The American College   1987 — 1988
MS Financial Services Management (12hrs), Advanced Financial Services Management

College for Financial Planning   1983 — 1985
CERTIFIED FINANCIAL PLANNER™

Texas Tech University   1977 — 1981
BBA, Finance & Investments

Experience
The Coach & Mentor Group   November 2010 - Present
MRA/Trusight   December 2013 - Present
Transamerica Retirement Management  October 2007 - July 2010
Wells Fargo Investments   1998 - 2007

Skills
Coaching, Series 7, Personal Development, Staff Development, Leadership, Business Coaching, Career Development, Executive Coaching, Leadership Development, Motivational Speaking, Succession Planning, Career Counseling, Business Networking, Performance Improvement, Organizational..., Employee Engagement, Small Business, Resume Writing, Talent Management, Organizational..., Emotional Intelligence, Infusionsoft, CustomerHub, Public Speaking, Start-ups, Business Planning, Workshop Facilitation, Entrepreneurship, Team Building, Sales, Training, Sales Management, Executive Development, Performance Management, Management, Time Management, Process Improvement, Strategy, Employee Training, Consulting, Project Planning, Executive Management

Education
Bethel University   2010 — 2012
BA, Organizational Leadership, with Honors

Coach Training Alliance   2010 — 2011
Certificate, Professional Coach

Experience
Vanguard Logistics Services  January 2014 - Present
Self Employed in accounting field   May 2010 - Present
Squar Milner  April 2007 - February 2010
Wells Fargo Investments   February 2006 - March 2007
Trimble & Company An Accountancy Corporation   January 2005 - August 2005
H&R Block  October 2004 - March 2005
Rizk & Matta, CPA office   September 2003 - October 2004
Egyptian German Automotive Company " Daimler Chrysler"   September 1998 - July 2003
Xerox The Document Company   May 1993 - August 1998

Skills
Accounting, Financial Reporting, Financial Accounting, Process Improvement, Mergers & Acquisitions, Internal Controls, Due Diligence, Analysis, Finance, Auditing, GAAP, Strategic Financial..., Tax, Account Reconciliation, General Ledger, Sarbanes-Oxley Act

Education
Ain Shams University   1986 — 1990
Bachelor Science of Commerce, Accounting

Experience
Vicki O'Day LLC   January 2012 - Present
Future First Women's Congress   July 2014 - December 2014
Wells Fargo  2008 - 2011
InspireU   September 2004 - December 2008
Wells Fargo Investments   June 2005 - May 2007
Wells Fargo Investments   June 2000 - May 2005
Wells Fargo Investments   June 1999 - June 2000
Morgan Stanley  May 1996 - January 1999
ScottTrade   August 1995 - April 1996

Skills
Leadership Development, Organizational..., Community Development, Project Management, Team Leadership, Public Speaking, Cross-functional Team..., Workshop Facilitation, Coaching, Executive Coaching, Change Management, Program Management, Business Analysis

Education
Saint Mary's University of Minnesota   2006 — 2008
MA, Human Development

Capella University   2001 — 2005
BS, Business Administration and Management, General

Lakeshore Technical College   1990 — 1994
Associate's Degree, Accounting and Finance, 4.0

Howards Grove High School

Experience
U.S. Bank   2012 - Present
Smart Property Services L.L.C.   July 2011 - 2012
Wells Fargo Investments/ Wells Fargo Bank   January 2007 - December 2011
Wells Fargo Investments   February 2007 - July 2011
Albertsons  October 2004 - February 2007
2004-2007 Wells Fargo Bank   February 2004 - January 2007
Lucky/ Albertsons   January 1998 - January 2004

Skills
Mortgage Lending, Loans, Credit, Banking, Real Estate, Loan Origination, Sales, Customer Service, Portfolio Management, Financial Analysis, Investment Properties, First Time Home Buyers, Commercial Lending, Commercial Mortgages, Small Business Lending, Retail Banking, Commercial Banking, Cash Management, Treasury Management, Commercial Real Estate, Management, Investments, Financial Services, Credit Analysis

Education
Chaffey College   2000 — 2010

Experience
Wells Fargo Bank  December 2011 - March 2012
Wells Fargo Investments   December 2008 - April 2011
Fireman's Fund Ins Co  October 2007 - November 2008
Firemans Fund Insurance Company  November 2005 - October 2007
Charles Schwab  1996 - 2003
Bank of America  1994 - 1996

Skills
Capital Markets, Retail Brokerage, Derivatives, Equities, FX, Trading Systems, Options, Business Analysis, Business Requirements, Brokerage, Financial Services, FX Options, SDLC, Software Project..., Integration, Trading, Brokers, Risk Management

Education
Brown University   1972 — 1974
MS, Applied Mathematics

University of California, Berkeley   1967 — 1971
BS, Applied Mathematics

Experience
HomeStreet Bank  May 2014 - Present
HomeStreet Bank  December 2013 - May 2014
KeyBank  March 2013 - November 2013
KeyBank  October 2008 - March 2013
Wells Fargo Bank  November 2007 - August 2008
Wells Fargo Investments   August 2007 - August 2008
Wells Fargo Bank  September 2006 - October 2007
Wells Fargo Bank  July 2005 - September 2006
Wells Fargo Bank  April 2005 - October 2005
Wells Fargo Bank  February 2005 - April 2005

Skills
Credit Risk, Credit Analysis, Financial Analysis, Credit, Commercial Lending, Loans, Commercial Banking, Banking, Oral & Written..., Public Speaking, Treasury Management, SBA, Sales

Education
UW Professional & Continuing Education   2014 — 2015
Certificate, Accounting

Edmonds Community College   2013 — 2014
Business Administration and Management, General

Iowa State University   1998 — 2002
B.A., Performing Arts

Experience
HSBC  2008 - Present
Wells Fargo Investments   2006 - 2008
Wells Fargo Investments   2005 - 2006
Wells Fargo Investments   2004 - 2005
Wells Fargo  2004 - 2005

Skills
Cash Management, Consultative Sales..., Project Management, Commercial Cards, virtual card, Connectivity Solutions, Banking, Relationship Management, Treasury Management, Commercial Banking, Portfolio Management, Financial Services

Education
California State Polytechnic University-Pomona
M.S., Economics

University of Southern California - Marshall School of Business
B.S., Finance and Business Economics

Fuller Theological Seminary
Th.M., Ethics

Fuller Theological Seminary
M.A., Biblical Studies and Theology

Experience
Harland Clarke  January 2014 - Present
Harland Clarke  May 2012 - December 2013
Wells Fargo Advisors  June 2010 - June 2011
Wells Fargo Investments   September 2005 - January 2010
Wells Fargo Private Asset Management   November 2002 - September 2005
Wells Fargo Private Asset Management   December 2000 - November 2002
Wells Fargo Private Asset Management   March 2000 - December 2000

Skills
Portfolio Management, Equities, Strategy, Securities, Financial Services, Wealth Management, Asset Allocation, Due Diligence, Leadership, Business Development, Finance, Corporate Finance, Bloomberg, Banking, Investment Management, Analysis, Strategic Financial..., Relationship Management, Financial Modeling, Fixed Income, Financial Markets, Equity Research, Financial Analysis, Valuation, Asset Management, Management, Financial Planning

Education
Arizona State University, W. P. Carey School of Business
MBA

Brigham Young University
Bachelor of Science

Experience
Wells Fargo Advisors  January 2011 - July 2012
Wells Fargo Investments   November 2009 - January 2011
Wells Fargo Investments   May 2008 - November 2009
Wells Fargo Investments   January 2006 - May 2008
Wells Fargo Home Mortgage  January 2002 - January 2006

Skills
Securities, Risk Management, Finance, Access, Equities, Analysis, Operations Management, Leadership, Microsoft Excel, Banking, Insurance, Investments, Management, FINRA, Mutual Funds, Retirement Planning, Financial Services, Sales, Accounting, Training, Financial Analysis, Series 7

Education
Augsburg College   2011 — 2013
MBA, Finance, 4.0

Minnesota State University   2003 — 2005
Institutional Finance, 4.0

Bethany Lutheran College   2001 — 2003
Associate of Arts, 3.81

Experience
Morgan Stanley Smith Barney Bay Area CA   January 2010 - Present
Wells Fargo Investments   March 2004 - January 2010
Citigroup(Citicorp Investment Services)   July 1991 - March 2004
Merrill Lynch  June 1996 - December 1998

Education
University of Kentucky   1989 — 1990
Master, Business Administration; Economics

Peking University

Qufu Normal University

Experience
Evangelical Christian Credit Union  July 2013 - December 2014
Wells Fargo Bank  July 2008 - August 2009
Wells Fargo Investments   May 2006 - August 2009
Wells Fargo Bank  January 2007 - June 2008
Wells Fargo Bank  January 2006 - December 2006
Wells Fargo Bank  July 2004 - December 2005
Bank of America  December 2003 - July 2004
Bank One, Colorado, N.A.   August 2000 - May 2002

Skills
Theology, Biblical Studies, Discipleship, Small Groups, One-on-one Training, Hermeneutics, Kayaking, Camping, Shooting, Wealth Management, Banking, Teaching, Leadership, Team Leadership, Elite, Personal Training, Series 7, Risk Management, Leadership Development, Producing, Loans, Credit, Small Business Lending, Customer Service, Consumer Lending, Lines Of Credit, Relationship Management, Mortgage Lending, Nonprofits, Microsoft Office, Event Planning, Public Speaking, Community Outreach

Education
Biola University   2012 — 2017
Master of Divinity (M.Div.), Evangelism and Discipleship

The Master's College & Seminary   2009 — 2011
Bachelor of Arts (B.A.), Christian Ministry

Hawaii Pacific University   1996 — 1999
Business Management

University of Colorado Boulder   1995 — 1996
Architecture & Physics

'Iolani School   1983 — 1995
H.S. Diploma

Experience
Maplewood Fire Department   January 2004 - Present
Lender Processing Services, Inc. (LPS)   May 2009 - May 2013
Robert Half Finance & Accounting  December 2008 - March 2009
Wells Fargo Investments   November 2005 - November 2008
The Hartford  December 2004 - July 2005
Minnesota Life Insurance Company  September 2000 - August 2004
Prudential Life Insurance Company  June 1997 - May 2000

Skills
Finance, Life Insurance, Chapter 13 Bankruptcy, Bankruptcy, Investment Banking, Underwriting, Firefighting, Fire Safety, Emergency Medical, Portfolio Management, Insurance, Banking, Securities, Investments, Loans

Education
Concordia University-St. Paul   1993 — 1996
Bachelor of Arts (BA), Finance, General

Experience
Merrill Lynch Wealth Management  October 2010 - Present
Morgan Stanley Smith Barney  January 2007 - October 2010
New England Financial  January 2004 - January 2007
WM Financial Services  2002 - 2003
Wells Fargo Investments   1998 - 2001
Wells Fargo Bank  1994 - 1997

Skills
Wealth Management, Financial Planning, Investments, Retirement Planning, Asset Management, Strategic Financial..., Asset Managment, Financial Advisory, Finance, Portfolio Management, Retirement, Financial Services, Wealth Management..., Wealth, Asset Allocation, Small Business

Education
University of Redlands   2004 — 2006
MBA, Finance Emphasis

San Diego State University-California State University
BS, Business Finance

California Polytechnic State University-San Luis Obispo
Aeronautical Engineering

Mt. Carmel High School
Diploma

Experience
Pacific Wholesale   November 2013 - Present
Oriental Max Trading   September 2007 - October 2013
Wells Fargo Bank  2000 - 2006
Wells Fargo Investments   2003 - 2005

Skills
Sourcing, Trend, Product Development, Mandarin, Footwear, Fashion, Trend Analysis, Textiles, Teamwork, Brand Management, Merchandising, Pricing, Sketching, Styling, Tech Packs, Visual Merchandising, Retail, Wholesale

Education
Cal State San Marcos   2000 — 2004
Finance, Marketing, Spanish

Arcadia

Experience
Israel Ministry of Finance  February 2015 - Present
Private Investment Management Firm  March 2013 - January 2015
State of Israel - Ministry of Finance   August 2008 - August 2010
Wells Fargo Investments   June 2005 - July 2008

Skills
Uniform Combined State..., Series 7, Investments, CA Insurance License, Licensing, Strategic Financial..., Wealth Management, Economics, Financial Modeling, Financial Analysis, Portfolio Management, Capital Markets, Mutual Funds, Derivatives, Banking, Bonds, Investor Relations, Analysis, Valuation, Loans, Relationship Management, Investment Strategies, Asset Allocation

Education
London School of Economics
Master of Science, Graduated "with Merit"

University of Southern California
Master of Arts, Global Communication

Cornell University
Certificate, Financial Management

San Francisco State University   2000 — 2004
BA, Radio & Television and (Double Major) Political Science

Experience
Thomson Reuters Westlaw  June 2014 - Present
South Metro Minneapolis Evening Rotary   July 2014 - June 2015
Raymond James Financial Inc.  October 2012 - May 2014
Morgan Stanley Smith Barney  June 2005 - August 2012
Wells Fargo Investments   2001 - 2005
American Express Financial Advisors  August 2000 - September 2001

Skills
Legal Consulting, Estate Law, Family Law, Consulting, Retirement Planning, Strategic Financial..., Asset Allocation, Investments, Wealth Management, Estate Planning, Financial Advisory, Investment Strategies, 401k Rollovers, Investment Advisory, 401k, Mutual Funds, Retirement, Fixed Annuities, Alternative Investments, Asset Managment

Education
O'Gorman High School

O

Concordia University-St. Paul   2007 — 2009
BA, Marketing Management

University of Nebraska-Lincoln   1996 — 1999
Marketing

Experience
GB Remanufacturing, Inc.   September 2015 - Present
Walker Products Inc  March 2009 - July 2015
Wells Fargo Investments   August 2010 - March 2011

Skills
Automotive, Microsoft Office, Sales Management, Microsoft Excel, Advertising, New Business Development, Marketing Strategy, Budgets, Management, Leadership, Sales, Team Leadership, Social Media, Social Networking, Team Building, Event Planning, Public Speaking, Marketing, Customer Service, Product Development, Negotiation, Contract Negotiation, Entrepreneurship

Education
Chapman University   2008 — 2011
BS, Finance and Marketing

Experience
Delta Air Lines  September 2014 - Present
Peace Begins With Me (a small BIG peace project)   January 2012 - January 2015
StayWell Health Management  August 2011 - May 2014
Best Buy  March 2011 - May 2011
InSite Software Solutions  June 2010 - March 2011
Wells Fargo Investments   August 2009 - April 2010
3M  August 2007 - August 2009
Kinetic Learning   July 2004 - August 2007
RedLine Marketing   July 2001 - June 2004
Independent Contractor  August 2000 - June 2001

Skills
Scope, Third Party Vendor..., General Public, Strategic Planning, Budgets, Workshop Facilitation, E-commerce, Project Management, Process Improvement, SharePoint, Program Management, Business Analysis, Team Building, Team Leadership, Vendor Management, Leadership, Project Planning, Change Management, Training, Strategy, Software Documentation, CRM, Management, Data Analysis, Marketing, Cross-functional Team..., Requirements Gathering, Business Process..., Six Sigma, Lean Tools

Education
University of Saint Thomas - School of Business   2006 — 2007
Certification, Project Management

Concordia University-St. Paul   2001 — 2003
B.A., Innovation and Marketing Management

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

Experience
St. Petersburg General Hospital  April 2015 - Present
Florida Hospital Tampa  March 2015 - Present
Medical Center of Trinity  September 2014 - December 2014
University of Minnesota Medical Center, Fairview  June 2014 - August 2014
Hammer Residences, Inc.   February 2012 - May 2014
Lacrosse Global Fund Services  August 2008 - March 2012
Lacrosse Global Fund Services  January 2007 - August 2008
Wells Fargo Investments   April 2005 - December 2006
Wells Fargo Investments   September 2003 - April 2005

Skills
Occupational Therapy, Mental Health, Cognitive Assessment, Therapeutic Modalities, Customer Service, Professional..., Medication..., Hedge Funds, Analysis, Microsoft Excel, Risk Management, Training, Conflict Resolution, Internal & External..., Process Improvement, Microsoft Word, PowerPoint, Internal Controls, Interdisciplinary..., Teaching

Education
St. Catherine University   2012 — 2014
Master's degree, Occupational Therapy/Therapist

North Hennepin Community College   2011 — 2012
Pre-Occupational Therapy Studies

Bemidji State University   2010 — 2012
Pre-Occupational Therapy Studies

Winona State University   1998 — 2002
Bachelor of Science (B.S.), Finance

Experience
RIDE   December 2010 - Present
Park A Bike, Inc.   April 2010 - Present
Morgan Stanley Smith Barney  August 2008 - May 2010
Wells Fargo Investments   March 2002 - August 2008

Skills
Start-ups, Sales Operations, Sales Management, New Business Development, Business Strategy, Marketing Strategy, Strategic Planning, Team Building, Business Development, Marketing, Strategic Partnerships, Strategy, Contract Negotiation, Leadership, Budgets, Sales, Entrepreneurship, Social Media Marketing, Online Marketing, Lead Generation, Business Planning, Small Business, Public Relations, Fundraising, Marketing Communications, Leadership Development, Management, Project Planning, Social Networking, Public Speaking

Education
CSU Sacramento   2002 — 2005
Business Administration, Marketing

Experience
National Flooring Equipment Inc.  April 2014 - Present
Syand Corporation   September 2011 - April 2014
Loffler Companies  January 2011 - September 2011
Advance Tool   August 2004 - December 2009
Techwise  June 2004 - August 2004
Wells Fargo Home Mortgage  April 2001 - December 2003
Wells Fargo Investments   March 1999 - April 2001
Relistar   June 1997 - March 1999
American Express Through IBM for CTG   May 1995 - June 1997
Engineering Repro Systems   March 1993 - May 1995

Skills
Windows Server, Virtualization, Servers, Active Directory, Computer Hardware, Hardware, Management, Microsoft Exchange, Software Installation, Customer Service, VPN

Education
Alexandria Technical College
Associate Degree

Experience
Wells Fargo  September 2013 - Present
ICON Advisers  October 2005 - August 2012
ICON Advisers  October 2005 - August 2012
US Bank Private Client Group  February 2003 - April 2005
McDonald Investments/Key bank   November 2001 - January 2003
Wells Fargo Investments   April 1999 - November 2001
Smith Barney - Citibank   June 1992 - March 1999

Skills
Product Development, Product Management, Product Marketing, Investment Strategies, Mutual Funds, Marketing Strategy, Asset Managment, Series 7, Product Strategy, Product Launches, Alternative Investments, Separately Managed..., Cross-functional Team..., Wealth Management, Financial Planning, Financial Analysis, Building Relationships, High Net Worth..., Investment Management, Non-profits, Fundraising, Strategic Financial..., Asset Management, Nonprofits, Marketing, Strategy, Portfolio Management, Asset Allocation, Financial Services, ETFs, Equities, Financial Advisory, Investment Advisory, Series 63, Bonds, Securities

Education
California Polytechnic State University-San Luis Obispo   1989 — 1992
BS, Finance

Carmel High School   1985 — 1987

Cypress Elem

Experience
Principal Financial Group  December 2010 - Present
Principal Financial  December 2010 - Present
2003 - July 2010   January 2005 - Present
Wells Fargo Investments   July 2010 - November 2010
US Bancorp Investments and Insurance   2003 - July 2010
US Bank/US Bancorp Investments and Insurance   January 1999 - January 2003
US Bank and US Bancorp Investments and Insurance   1999 - 2003

Skills
Defined Benefit, Pensions, IRAs, Defined Contribution, 401k, 403b, SEP IRA, Simple IRA, Deferred Compensation..., Executive Benefit...

Education
Clark College
Business Administration

Linfield College
Business Administration and Management, General

Linfield College
Business Management

Experience
Loring Ward  January 2012 - Present
Russell Investments  August 2010 - December 2011
Wells Fargo Investments   November 2005 - December 2009
Fifth Third Bank  2001 - 2005
Ionia County National Bank   August 1998 - November 2001

Skills
Asset Allocation, Investment Advisory, Wealth Management, Series 7, Portfolio Management, Series 63, Mutual Funds, Alternative Investments, Investments, Securities, Retirement Planning, Asset Management, Equities

Education
College for Financial Planning

Alma College   1993 — 1997
Bachelor of Arts, Spanish and International Business

Ionia High School

Experience
State Street Global Advisors  November 2013 - Present
MFS Investment Management  June 2013 - November 2013
WELLS FARGO ADVISORS  July 2007 - June 2011
WELLS FARGO INVESTMENTS   2003 - 2007
Wells Fargo Company/Ragen MacKenzie   1999 - 2003

Skills
Series 7, Equities, Trading, Securities, Bloomberg, Equity Trading, Compliance, Investments, Financial Modeling, Portfolio Management, Risk Management, Marketing, Fixed Income, Business Process..., Asset Managment, Banking, Financial Analysis, Strategic Financial..., New Business Development, Project Management, Team Leadership, Finance, Business Strategy, Strategic Consulting, Operations Management, Written & Oral..., Capital Markets, Options, Derivatives, Investment Banking, Commodity, Bonds, Financial Services, Analysis, Electronic Trading, Back Office, Investment Management, Mutual Funds, Financial Markets, Wealth Management, Emerging Markets, Bloomberg Terminal, Investment Strategies, Trading Systems, Pricing, ETFs, FX Options, Economics, Settlement, Relationship Management

Education
Hult International Business School   2011 — 2012
MBA, International Business

Bentley University   1993 — 1997
Bachelor of Science, Economics and Finance

Royal Melbourne Institute of Technology   1996 — 1996
International Business

Experience
Amazon  October 2013 - Present
Amazon Web Services  October 2010 - October 2013
Amazon Web Services  July 2009 - October 2010
Washington Mutual  2008 - 2008
Wells Fargo Alternative Asset Management   April 2005 - December 2006
Wells Fargo Investments   July 2002 - April 2005
Morningstar  August 2000 - March 2002

Skills
Cross-functional Team..., Product Management, Analytics, Business Planning, Financial Modeling, Cloud Computing, Program Management

Education
University of Washington, Michael G. Foster School of Business   2007 — 2009
MBA

Dartmouth College   1995 — 1999
Bachelor of Arts (BA)

Experience
E*TRADE Financial Corporation  March 2015 - Present
E*TRADE Financial  February 2013 - Present
Brokers International Financial Services, LLC  November 2010 - January 2013
Owen Financial Services   July 2007 - January 2013
Mutual of Omaha  February 2010 - October 2010
Wells Fargo  August 2008 - January 2010
Wells Fargo Investments   August 2008 - January 2010
Wells Fargo Financial  July 2007 - July 2008
Enterprise Rent a Car  July 2003 - June 2007
NOAA Fisheries OLE   January 2002 - May 2002

Skills
Strategic Financial..., Wealth Management, Investments, Insurance, Retirement Planning, Financial Services, Series 7, Public Speaking, Relationship Management, Estate Planning, Recruiting, Sales, Training, Registered Investment..., Retirement, Financial Analysis, Fixed Annuities, Indexed Annuities, Life Insurance, Securities, Mutual Funds, Strategic Planning, Series 66, Wealth Planner, Wealth Advisor

Education
American University
Bachelor’s Degree, Communications, Economics

Palo Alto High School

Experience
University of Minnesota  September 2015 - Present
Concordia University, St. Paul   March 2015 - Present
Anoka-Ramsey Community College & Anoka Technical College   October 2010 - September 2015
Anoka-Ramsey Community College  October 2008 - October 2010
Wells Fargo Investments   June 2001 - October 2008

Education
Concordia University-St. Paul   2011 — 2012
Master of Business Administration, Finance, 4.00 GPA

Concordia University-St. Paul   2008 — 2010
Master of Arts, Organizational Management, 4.00 GPA

Concordia University-St. Paul   2005 — 2007
Bachelor of Arts, Organizational Management and Communication, Magna Cum Laude

Experience
Wells Fargo  Contract AnalystWells Fargo / Strong1996 - Present
Wells Fargo Investments   1996 - Present
Wells Fargo - Funds Management Group  1996 - Present
Wells Fargo Funds Management  1996 - Present
Strong Financial Corporation  1996 - 2005

Skills
Vendor Management, Mutual Funds, Portfolio Management, Asset Management, Financial Services, SDLC, Business Analysis, Securities, Investments, Process Improvement, Banking

Education
Cardinal Stritch University   1999 — 2007

Experience
Verizon Wireless  June 2013 - Present
Quilt Barn Apparel and Graphics   September 2008 - January 2015
TriCor Financial LLC   June 2010 - August 2012
Merrill Lynch  October 2008 - June 2010
Wells Fargo Investments   April 2003 - October 2008
Morgan Stanley  May 1997 - April 2003

Skills
Sales Management, Financial Analysis, Account Management, Highly motivated..., Direct Sales, Negotiation, Written & Oral..., Microsoft Office, Illustrator, Financial Services, District Sales..., Recruiting, Organization, Mutual Funds, Marketing, Management, Investment Advisory, Asset Allocation, Alternative Investments, Retirement Planning, Public Speaking, Customer Service, Sales, Team Building, Leadership, Sales Process, Customer Retention, Strategic Planning, Training

Education
Western Governors University   2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General

Boise State University   1994 — 1997
BS Political Science, Political Science and Government

Utah State University   1990 — 1993

Soda Springs High School   1986 — 1990

Experience
Southwest Airlines  April 2011 - Present
Kintetsu World Express -KGIT   November 2009 - April 2011
Wells Fargo Investments   July 2005 - November 2009

Skills
SOA, Agile Methodologies, Java Enterprise Edition, Hibernate, XML, Web Services, PL/SQL, Java, Unix, SQL, Weblogic, Oracle, Struts, Spring, EJB, JPA, Requirements Gathering, SDLC

Education
State University of New York at Stony Brook   2002 — 2004
Master of Science, Electrical Engineering

Devi Ahilya Vishwavidyalaya   1998 — 2002
B.E., Electronics

Experience
TKDA  August 2011 - Present
TKDA  July 2005 - Present
SEH  December 1993 - June 2005
Wells Fargo Investments   November 1989 - November 1993

Skills
Budgets, Deltek, Process Improvement, General Ledger, Financial Reporting, Accounts Receivable, Accounting, Strategic Planning, Accounts Payable, Managerial Finance, Analysis, Management, Leadership, Contract Management, Access, Forecasting, Microsoft Excel, Financial Analysis, Variance Analysis, Auditing, Financial Accounting, GAAP, Internal Controls, Year-end Close, Financial Statements, Cost Accounting, Account Reconciliation, Sarbanes-Oxley Act, Payroll, Monthly Close, QuickBooks, Finance

Education
Concordia University-St. Paul   1984 — 1988
Accountng

Experience
The University of Texas at Tyler  August 2015 - Present
University of Illinois Champaign-Urbana  August 2009 - May 2015
Brigham Young University  2007 - August 2009
Wells Fargo Investments   2004 - 2007

Skills
Microsoft Word, SPSS, Data Analysis, Organizational..., Leadership Development, Organizational Behavior, Organizational..., Microsoft Office, Management, Higher Education, Strategy, Stata, Statistics, Research

Education
University of Illinois at Urbana-Champaign   2009 — 2012
PhD, Organizational Behavior

Brigham Young University   2007 — 2009
MBA, Organizational Behavior & Human Resources

Kansas State University   2000 — 2004
BA Business Administration, Marketing

Experience
National Investment Services, Inc.   August 2012 - Present
American Portfolios  December 2010 - August 2012
Wells Fargo Investments   April 2008 - February 2011
VALIC Financial Advisors, Inc  August 2005 - August 2007
Wachovia Securities, LLC  June 1999 - August 2005
Capital Management  January 1997 - April 1999
Euro-American Trading Partners, Ltd   November 1994 - April 1999

Skills
Equities, Portfolio Management, Investments, Mutual Funds, Finance, Trading, Securities, Fixed Income, Bonds, Series 7, Options, Financial Planning

Education
University of Washington   2008 — 2010
Bachelors, Business Administration - Finance

The University of Texas at San Antonio   1982 — 1986

College for Financial Planning

Florida State Health

Experience
Robert W. Baird & Co.   June 2014 - Present
McAdams Wright Ragen  2014 - June 2015
Merrill Lynch  March 2012 - May 2013
Wells Fargo Advisors  January 2007 - March 2012
Wells Fargo  April 2004 - December 2006
Wells Fargo Investments   December 2000 - March 2004
Wells Fargo Investments   January 1997 - December 2000

Skills
Securities, Investments, Portfolio Management, Fixed Income, Equities, Asset Allocation, Series 7, Trading, Microsoft Excel, Bonds, Financial Markets, Financial Planning, Analysis, Wealth Management, Financial Analysis, Series 63, Finance, Retirement Planning, Risk Management, Options, Alternative Investments, Investment Management, Financial Services, Financial Reporting, Structured Products, Relationship Management, Series 65, ETFs, Wealth Management..., Financial Modeling, High Net Worth..., Bloomberg, Financial Accounting, Financial Advisory, Asset Management, Cash Management, Valuation, Mutual Funds, Banking, FINRA, Investment Advisory, Uniform Combined State..., Trading Systems, Investment Strategies, 401k, Retirement, Private Banking, Separately Managed..., Insurance, Fixed Annuities

Education
California State University-Bakersfield   1988 — 1993
B.S., Business Administration (Finance)

Experience
Syngenta  March 2013 - Present
Syngenta  July 2011 - March 2013
Syngenta  September 2008 - July 2011
Metropolitan State University  March 2006 - April 2008
Wells Fargo Investments   2007 - 2007

Skills
Business Planning, Business Strategy, Forecasting, Strategy, Financial Modeling, Business Analysis, Analysis, Finance, Change Management, Management, Competitive Analysis, SAP, Business Process, Auditing, Pricing, Agriculture, Agribusiness, Process Improvement, Strategic Planning

Education
Metropolitan State University   2006 — 2008
Master of Business Administration (MBA), Finance, General

National Agricultural University of Ukraine, Kyiv   2000 — 2004
Bachelor's degree, International Business Management

Experience
Arizona College  August 2013 - Present
EDMC  June 2012 - October 2013
Independant Consultant  August 2008 - June 2012
Wells Fargo Investments   2007 - 2008
Chase Investment Services  2004 - 2007
ING  2000 - 2004
American Express  1989 - 1992
GMAC  1989 - 1990

Skills
Strategic Planning, Leadership, E-Learning, Higher Education, Staff Development, Leadership Development, Program Management

Education
University of Phoenix
Master of Arts (MA), Higher Education/Higher Education Administration

Arizona State University   1987 — 1988

George Mason University   1980 — 1984

United States Naval Academy   1984 — 1984

United States Naval Academy   1980 — 1983

Experience
Sweet Dreams Bakery, Inc.   May 2007 - Present
Wells Fargo Investments   May 2003 - September 2006
Nike  August 1999 - September 2003

Skills
Retail, Store Management, Customer Service, Strategic Planning, Marketing, Merchandising, Budgets, Sales, Marketing Strategy, Social Networking

Education
California Culinary Academy   2006 — 2007
Certificate, Baking & Pastry Arts

San Francisco State University   1998 — 2002
Bachelor of Science, Finance and Banking

Skyline College   1996 — 1998
Associate of Arts, Liberal Arts

Experience
Merrill Lynch  June 2008 - Present
Wells Fargo Investments   February 2007 - June 2008

Skills
Series 7, Wealth Management, Uniform Combined State..., Series 63, Portfolio Management, Mutual Funds, Investments, Asset Allocation, Investment Advisory, Retirement Planning, Banking, Investment Strategies, Fixed Income, Asset Managment, Securities, Equities, Alternative Investments

Education
California State University-Hayward   2005 — 2007
Master of Public Administration (M.P.A.), Public Management

University of California, Santa Barbara   2001 — 2005
Bachelor of Arts (B.A.), Law and Society

Experience
Looking for opportunities in Financial Services   Financial ConsultantE*TRADE FinancialJune 2005 - July 2015
Wells Fargo Investments   May 2001 - June 2005
Janus Capital Group  March 1996 - March 2001
janus Capital group  1996 - 2001
Payless Drug   1989 - 1996

Skills
Retirement Planning, Mutual Funds, Series 63, Wealth Management, Series 7, Series 24, Uniform Combined State..., Asset Allocation, Finance, Investments, Financial Advisory, Life Insurance, Fixed Income, Securities, 401k, 401 K Rollovers, IRA's, Roth IRA, Financial Planning, Retirement Savings, Simple IRA, SEP, Rollovers, Managed Accounts, Model Portfolios, Retail Brokerage, Series 66, Chartered Retirement..., Financial Services, Asset Management, Portfolio Management, Fixed Annuities, Unified Managed Accounts

Education
Adams State University   1984 — 1987
Bachelor of Science, Biology, Business Management

La Junta High School   1979 — 1982

College for Financial Planning
Chartered Retirement Planning Counselor, Chartered Retirement Planning Consultant

Experience
Wells Fargo Investments   March 2006 - Present
Wells Fargo  2000 - Present

Skills
Data Center, Disaster Recovery, Vendor Management, Integration, Visio, Cisco Technologies, Network Security, Unix, ITIL, VoIP, System Deployment, DNS, Networking, Servers, SDLC, Virtualization, Business Analysis, Security, VMware

Education
DeVry University-Illinois   1989 — 1992
BS, Telecommunications Engineering

Experience
Montecito Bank & Trust  November 2011 - Present
Wells Fargo Wealth Management Group  January 2004 - October 2011
Wells Fargo Investments   January 1999 - January 2004
Wells Fargo Investments   July 1992 - December 1998
PAMCO Securities   October 1990 - June 1992
IDS Financial Services  September 1989 - October 1990

Education
Loyola Marymount University   2000 — 2002
MBA, Finance

California State University-Long Beach   1979 — 1985
B.A., Communications

Savannah High   1977 — 1979
High School Diploma

College for Financial Planning
CFP(R), Financial Planning

Investment Management Consultants Association
CIMC®, CPWA®, Investments

Experience
Self Employed  January 2010 - Present
John Hancock Financial Network  January 2010 - April 2012
Wells Fargo Investments   May 1998 - January 2010
Principal Financial Group  March 1995 - May 1998

Skills
Retirement Planning, Retirement, Wealth Management, Investment Advisory, Fixed Annuities, Securities, Investment Management, 401k, Series 63, Strategic Financial..., Portfolio Management, Investments, Asset Managment, Insurance

Education
College for Financial Planning   1987 — 1989
Certified Financial Planner

University of Minnesota-Twin Cities   1979 — 1983
Bachelor of Arts, Communications

Experience
Ameriprise Financial  October 2014 - Present
Questar Capital  September 2013 - October 2014
ING  December 2012 - September 2013
Wells Fargo Advisors  September 2012 - December 2012
Wells Fargo Advisors  August 2009 - September 2012
Wells Fargo Investments   January 2009 - August 2009
Wells Fargo Investments   June 2005 - January 2009
Wells Trade   2000 - 2005
Wells Trade   July 2000 - May 2002
KDUZ/KKJR Radio   May 1997 - March 2000

Skills
Securities, Investments, Call Center, Wisdom, Beta, Hogan, CEO, Microsoft Office, DisputeMax, Access, Asset Allocation, Analysis, Banking, Call Centers, Customer Service, FINRA, Finance, Financial Services, Leadership, Retirement Planning, Mutual Funds, Software Lifecycle, Trading, Risk Management

Education
North Hennepin Community College   2012 — 2013
Microsoft Career Essentials

Brown College   1996 — 1997
TV/ Radio Broadcasting, Radio

Anoka Ramsey Community College   1992 — 1994
Generals

Irondale High School   1989 — 1992
Diploma

Experience
Ameriprise Financial Services, Inc.   November 2010 - Present
Wells Fargo Institutional Brokerage and Sales   March 2008 - May 2009
Wells Fargo Investments   December 2006 - March 2008
Wells Fargo Investments   March 2006 - December 2006
Pine County Sheriff's Office   May 2005 - February 2006
Wystar Global Retirement Services   November 2003 - December 2005
State of Minnesota Department of Corrections  December 2004 - May 2005
PFPC, an Affiliate of PNC Bank   September 2002 - November 2003
PFPC, an Affiliate of PNC Bank   May 2001 - September 2002
Ramsey County Sheriff  September 1996 - May 2000

Skills
Securities, Mutual Funds, Investments, Portfolio Management, Project Management

Education
Hamline University   2008 — 2010
Masters, Business Administration

West Chester University of Pennsylvania   2000 — 2002
BS, Finance

Century College   1991 — 1994
AAS, Law Enforcement/Business Courses

Saint Thomas University
Mini MBA Certification, Project Management

Experience
4086 Advisors  2008 - Present
4086 Advisors  2006 - 2008
4086 Advisors  2003 - 2006
Conseco Capital Management  1999 - 2003
Wells Fargo Investments   1998 - 1999

Skills
Fixed Income, Portfolio Management, RMBS, CMBS, ABS, Asset Management

Education
Ball State University   1995 — 1998
B.S., Finance

Olivet Nazarene University   1993 — 1994

Experience
Umpqua Bank  October 2009 - Present
Wells Fargo Bank  May 1995 - September 2009
Wells Fargo Investments   May 1995 - May 2004

Skills
Regulatory Compliance..., Banking, AML, Risk Management, Financial Risk, Bank Secrecy Act, Enterprise Risk..., Wealth Management, Series 7, OFAC, Mutual Funds, Investment Advisory

Education
ABA Stonier Graduate School of Banking   2013 — 2015
Stonier Diploma, Banking and Executive Leadership

ABA Stonier Graduate School of Banking and Wharton School of the University of Pennsylvania   2013 — 2015
Wharton Leadership Certificate, Executive Leadership

Golden Gate University   2001 — 2004
Bachelors, Business

Experience
Citi  February 2014 - June 2015
Ameriprise Financial Services, Inc.   June 2009 - May 2013
Wells Fargo Investments   January 2005 - July 2009

Skills
Financial Advisory, Strategic Financial..., Financial Reporting, Recruiting, Business Coaching, Leadership Development, Business Development, Wealth Management, Series 7, 9, 10, 24, 63..., CA Life & Health, Marketing, Investment Advisory, Financial Services, Retirement Planning, Wealth Management..., Strategy, Leadership, Mergers & Acquisitions, Finance, Management, Business Planning, Training, Sales, Investment Management, Financial Planning, Investments, Mutual Funds

Education
California State University, Fresno   1986 — 1991
BS, Business, Marketing Option

Experience
Ameriprise Financial Services, Inc.   May 2013 - Present
Ameriprise Financial  December 2011 - May 2013
Wells Fargo Investments   November 2007 - August 2010
TD Ameritrade Institutional  2005 - 2007

Education
Concordia College

Minnesota State University, Mankato

Experience
Century 21 M&M & Associates   February 2012 - Present
REALTY EXECUTIVES  April 2009 - February 2012
AR Asset Management, Inc.   November 2006 - September 2007
Wells Fargo  1995 - 2007
Wells Fargo Investments   October 1995 - November 2006

Skills
Short Sales, Residential Homes, REO, Investment Properties, Real Estate, Investors, Investments, Foreclosures, Property, Loans, Portfolio Management, Sellers, Listings, First Time Home Buyers, Commercial Real Estate

Education
California State University Stanislaus   1985 — 1991
B.A., Accounting, Finance, Economics, Computer

Merced High School

Merced High School

Experience
PowerObjects  October 2013 - Present
The Prouty Project  March 2012 - October 2013
Plymouth Industries  January 2012 - February 2012
Greater Twin Cities United Way  October 2011 - January 2012
Wells Fargo Investments   August 2011 - October 2011
Foss Swim School  August 2009 - September 2011
Wells Fargo  March 2011 - August 2011
Little Brothers - Friends of the Elderly  March 2010 - March 2011
Carleton College  June 2007 - June 2009
Carleton College  September 2006 - June 2009

Skills
Writing, Event Planning, Event Marketing, Social Media Marketing, Editing, Newsletters, Office Administration, Research, Social Media, Marketing Strategy, Marketing, Copywriting, Web Content, Marketing Communications, SEO, Client Services, Advertising, Web Marketing, Fundraising, Customer Service, Mobile Content, Content Management, Content Strategy, WordPress, Contact Center..., Content Development, Contact Center Strategy, Parature, Web Content Management

Education
Carleton College   2005 — 2009
B.A., American Studies, Political Economy

Experience
Zero Emission Consulting   July 2015 - Present
Bandon River Capital   June 2015 - Present
Agra Risk Solutions Inc.   October 2014 - Present
One World Financial Partners   October 2013 - September 2014
RJM International LLC   July 2011 - January 2014
Guzman & Company  April 2005 - May 2012
Banc of America Securities  2003 - 2004
Wells Fargo Investments   2001 - 2003
Salomon Smith Barney  2000 - 2001
PaineWebber  1999 - 2000

Skills
Series 7, Series 24, Series 63, Series 65, series 79, MBS Certified, New York..., CFA Candidate, Economics, Capital Markets, Financial Advisory, Investment Management, Securities, Fixed Income, Institutional..., Financial Markets, Investment Banking, Bloomberg, Banking, Financial Institutions, Finance, Alternative Investments, Private Equity, Project Finance, Strategic Partnerships, Investor Relations, Financial Services, Investment Advisory, Commodity, Investments, Bonds

Education
DePaul University
BS, Finance

Florida Institute of Technology
Business

Experience
Wells  May 2012 - Present
Wells Fargo Advisors, LLC  July 2009 - September 2011
Wells Fargo Investments   August 2009 - July 2010
Wells Fargo Advisors, LLC  2009 - 2010
Wells Fargo Bank  2008 - 2009
Wells Fargo Bank  2008 - 2009
Washburn Computer Group  2006 - 2008
Wells Fargo Phone Bank  2003 - 2005

Skills
Series 7, Series 63, Mutual Funds, Uniform Combined State..., Securities, Investments, FINRA, 401k, Options, Wealth Management, Banking, Retirement, Bonds, Brokerage, Equities, IRAs

Education
Anoka Ramsey Community College
International Business, Business & Economics

Experience
Wells Fargo Trust   SR Business Systems AnalystAmeriprise Financial Services, Inc.2012 - 2013
Wells Fargo Investments   1999 - 2010

Education
Anoka Ramsey Community College

Experience
LaCasita Mexican Restaurant   January 2007 - Present
LaCasita Mexican Restaurant   January 2007 - January 2012
Rail Station Bar & Grill   May 2004 - May 2006
Rail Station Bar & Grill   May 2004 - May 2006
Wells Fargo  May 2000 - May 2003
Wells Fargo Investments   May 2000 - May 2003

Education
Augsburg College   1998 — 2000
Bachelor of Arts, Finance

Augsburg College
Bachelor of Arts, Finance

Minneapolis Community and Technical College   1996 — 1999
Associate of Arts, Business, 3.8

Experience
David Evans and Associates, Inc.   October 2012 - Present
Wells Fargo Investments   December 2009 - May 2012
Wells Fargo Bank  January 2001 - December 2008

Skills
Technical Support, Operating Systems, Laptops, Printers, Blackberry, Desktop Computers, Microsoft Office

Education
California State University-Hayward   1992 — 1994
Bachelor's degree, Business Administration/Finance