Wells Fargo Investments

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Wells Fargo Investments Employees

Employee
Years
Job
Industry
LaShunda Frost LaShunda Frost Arlington, Texas Details
LaShunda Frost's Wells Fargo Investments Experience March 2010 - February 2012
Job Title Curative Specialist
Industry Financial Services
Experience
Ursus Advisors, LLC   October 2012 - November 2014
Newbold Advisors  February 2012 - October 2012
Chase  February 2012 - April 2012
Wells Fargo Investments   March 2010 - February 2012

Skills
Mortgage Lending, Banking, Process Improvement, Customer Service, Training, Management, Program Management, Leadership, Interviews, Outlook, Team Building, Microsoft Word, PowerPoint, Microsoft Office, Employee Relations, Accounting, Credit, Risk Management

Education
Tarrant County College   2014 — 2015
Bachelor of Business Administration (BBA), Business/Commerce, General

Tint School of Makeup & Cosmotology   2014 — 2015
Esthetics

Mountain View College   2009 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management, General

LeAnne Johnson LeAnne Johnson Greater Minneapolis-St. Paul Area Details
LeAnne Johnson's Wells Fargo Investments Experience September 2008 - November 2009
Job Started at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  December 2012 - Present
Wells Fargo  May 2006 - Present
Wells Fargo  November 2009 - December 2012
Wells Fargo Investments   September 2008 - November 2009
Wells Fargo Trust   July 2007 - September 2008
Wells Fargo Investments   May 2006 - July 2007
Piper Jaffray Co   October 2005 - May 2006
Rotech Healthcare  June 2004 - October 2005

Skills
Business Analysis, Access, Analysis, Process Improvement, Financial Analysis, Securities, Banking, Visio, Vendor Management, Change Management, Requirements Gathering, Project Management, Customer Service, Requirements Analysis, Microsoft Office, Financial Services, Finance, Management, Policy, Enterprise Risk..., Risk Management, Operations Management, Product Risk Management, Report Writing, Financial Reporting

Education
University of St. Thomas   2010 — 2012
Degree: Master of Arts, Public Policy & Leadership

University of Minnesota-Duluth   2001 — 2004
Degree: Bachelor of Arts, Political Science Emphasis on Communications

Minnesota State University, Moorhead   2000 — 2001
BA, Political Science

David Donat David Donat Spearfish, South Dakota Details
David Donat's Wells Fargo Investments Experience December 1998 - November 2005
Job Certified Financial Planner™ Practitioner
Industry Financial Services
Experience
Financial Advisors of the Black Hills   November 2005 - Present
Wells Fargo Investments   December 1998 - November 2005

Education
Northern State University   1993 — 1996
Finance, Business Finance

Joe Sprague Joe Sprague Santa Barbara, California Area Details
Joe Sprague's Wells Fargo Investments Experience 2004 - 2009
Job Director of Investor Relations and Principal, GreenLake Investment Management, LLC and GreenLake RE Fund, LLC
Industry Investment Management
Experience
GreenLake Investment Management   January 2009 - Present
Wells Fargo Investments   2004 - 2009
WM Financial Services (Washington Mutual)   2003 - 2004
Morgan Stanley  2000 - 2003

Skills
Investments, Wealth Management, Alternative Investments, Series 7, Asset Managment, Investment Advisory, Equities, Portfolio Management, Strategic Financial..., Asset Allocation, Mutual Funds, Fixed Income, Asset Management, Finance, ETFs, Financial Advisory, Investment Management, Investor Relations

Education
Pepperdine University, The George L. Graziadio School of Business and Management
Executive MBA:, Organizational Behavior, Finance, Economics, Marketing, Strategy

University of California, Santa Barbara
Bachelor of Arts, US History

Zachary Yurcheshen Zachary Yurcheshen San Antonio, Texas Details
Zachary Yurcheshen's Wells Fargo Investments Experience January 2012 - August 2012
Job Account Manager at San Antonio Current
Industry Public Relations and Communications
Experience
San Antonio Current  September 2014 - Present
San Antonio Current  February 2014 - September 2014
Bread & Butter Public Relations - West, LLC   July 2013 - December 2013
San Antonio Current  February 2013 - July 2013
Online Business Owners   November 2012 - March 2013
The Gonzalez Group   September 2012 - December 2012
Wells Fargo Investments   January 2012 - August 2012
Pappasito's  July 2010 - January 2012

Skills
Social Media Marketing, Public Relations, Social Media, Customer Service, Customer Satisfaction, Media Relations, Press Releases, Marketing, Event Planning, Social Media Strategist, Social Media Consulting, WordPress, Photography, Strategy

Education
The University of Texas at Austin   2010 — 2012
Bachelor of Arts (BA), Cultural Anthropology

Ithaca College   2006 — 2010

Paul Lieu Paul Lieu Huntington Beach, California Details
Paul Lieu's Wells Fargo Investments Experience 2003 - 2006
Job Wealth Advisor at Palomar Financial Services
Industry Investment Management
Experience
Palomar Financial Services   January 2014 - Present
Chase Investments  2010 - 2014
Citi  2006 - 2009
Wells Fargo Investments   2003 - 2006
California Bank & Trust  2001 - 2003
Bank of the West (formerly Sanwa Bank of California)   1997 - 2001
Invest Financial  1994 - 1997
Great Western Bank  1990 - 1994

Skills
Sales, Customer Service, Leadership, Consulting, Marketing, Series 7, Wealth Management, Telemarketing, Investments, Mutual Funds, Series 63, Strategic Financial..., Financial Advisory, Series 65, Series 6, Investment Strategies, Banking, Uniform Combined State..., Fixed Annuities, Investment Advisory, Mortgage Lending, Financial Planning

Education
Fullerton College
Accounting

Fullerton College
accounting

Matthew Humbert Matthew Humbert Greater Minneapolis-St. Paul Area Details
Matthew Humbert's Wells Fargo Investments Experience January 2010 - February 2011
Job Advanced Analytics at Seagate Technology
Industry Computer Hardware
Experience
Target  May 2014 - March 2015
M Squared Group  November 2012 - May 2014
Savvy Sherpa, LLC   February 2011 - November 2012
Wells Fargo Investments   January 2010 - February 2011
TCF Bank  July 2008 - January 2010

Skills
Data Analysis, Data Mining, Predictive Analytics, Business Intelligence, R, SQL, Python, SAS, Machine Learning, Statistics, Segmentation, Analytics, APT, Data Visualization, Tableau, Cluster Analysis, Association Rules, A/B testing, Logistic Regression, RDBMS, Statistical Consulting, ETL, Database Marketing, Econometrics, Mathematical Programming, Optimization, Time Series Analysis, Hadoop, MapReduce, Vertica, Databases, SPSS, SSIS, Unstructured Data, Microsoft Office, Statistical Modeling, Predictive Modeling

Education
Northwestern University   2014 — 2015
Master of Science (MS), Predictive Analytics

University of Phoenix   2007 — 2010
Bachelor of Science, Business and Finance

Brian Hensel Brian Hensel Greater Minneapolis-St. Paul Area Details
Brian Hensel's Wells Fargo Investments Experience May 2010 - October 2010
Job Fund Accountant at Columbia Management
Industry Financial Services
Experience
Columbia Management  August 2013 - Present
Ameriprise Financial  October 2010 - August 2013
Wells Fargo Investments   May 2010 - October 2010
Wells Fargo Home Mortgage  October 2009 - April 2010
Kingland Systems  May 2008 - July 2009

Skills
Securities, Mutual Funds, Estate Planning, Finance, Investments, Financial Services, Account Reconciliation, Financial Analysis, Invest One, Series 7, Bloomberg, Financial Modeling

Education
University of St. Thomas   2013 — 2016
Master of Business Administration (MBA)

Iowa State University - College of Business   2005 — 2009
Bachelor of Science, Finance

Matthew Dickson Matthew Dickson Greater Minneapolis-St. Paul Area Details
Matthew Dickson's Wells Fargo Investments Experience May 2004 - June 2005
Job Sr. Financial Advice Regional Sales Consultant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2012 - Present
Ameriprise Financial Inc.  November 2007 - January 2012
Ameriprise Financial Inc.  June 2005 - November 2007
Wells Fargo Investments   May 2004 - June 2005
Wells Fargo Bank  July 2002 - May 2004

Skills
Strategic Financial..., Finance, Training, Sales, Analysis, Financial Advisory, Marketing Strategy, Asset Allocation, Retirement Planning, Financial Planners, Series 7, Wealth Management, Certified Financial..., Investments, Retirement, Mutual Funds, Investment Advisory, Uniform Combined State..., Investment Strategies, Fixed Annuities

Education
Hamline University   2012 — 2013
MBA, Business

Minnesota State University, Mankato   2010 — 2011
Certificate in Financial Planning, Financial Planning

University of Minnesota   1998 — 2000
Bachelor of Science, Applied Economics-Finance Management

Nate Forsberg Nate Forsberg Greater Minneapolis-St. Paul Area Details
Nate Forsberg's Wells Fargo Investments Experience May 2008 - April 2010
Job Communications Consultant & Writer
Industry Financial Services
Experience
Wells Fargo Institutional Retirement & Trust  April 2010 - Present
Wells Fargo Investments   May 2008 - April 2010
HappyFunTime Industries, LLC   May 2000 - May 2006

Skills
Communication..., Writing, Social Media, Corporate Communications, Web Content, Video Production, Creative Writing, Internal Communications, Editing, Media Relations, Management, Blogging, Marketing Communications

Education
Northwestern College   1996 — 2000
B.A., Communications & History

Molly Bruskotter Mosness, CWS® Molly Bruskotter Mosness, CWS® Great Falls, Montana Area Details
Molly Bruskotter Mosness, CWS®'s Wells Fargo Investments Experience August 2000 - August 2003
Job Vice President, Financial Advisor at DA Davidson & Co
Industry Financial Services
Experience
DA Davidson & Co  August 2003 - Present
Wells Fargo Investments   August 2000 - August 2003

Skills
Relationship Management, Financial Planning, Series 7, Retirement Planning, Financial Services, Investment Advisory, Financial Advisory

Education
Montana State University-Bozeman   1993 — 1997
BS, Business

Andrew Canter Andrew Canter Greater San Diego Area Details
Andrew Canter's Wells Fargo Investments Experience 2002 - 2006
Job CEO, Canter Companies
Industry Financial Services
Experience
Canter Companies  2007 - Present
Canter International, LLC   April 2006 - Present
Wells Fargo Investments   2002 - 2006

Skills
Investments, Real Estate, Short Sales, Investment Properties, Due Diligence, Asset Managment, Negotiation, Investors, Selling, Residential Homes, Property Management, Disposition, Asset Management, Real Estate Transactions, Marketing, Real Estate Economics, Real Estate Development, Sellers, REO, Foreclosures, Property

Education
San Diego State University-California State University
Business Finance & Real Estate

Susan Swanberg Susan Swanberg Greater Minneapolis-St. Paul Area Details
Susan Swanberg's Wells Fargo Investments Experience 2001 - 2006
Job Brokerage Service Professional at Thrivent Financial for Lutherans
Industry Financial Services
Experience
Thrivent Financial for Lutherans  January 2013 - Present
Wells Fargo Advisors  January 2006 - June 2013
Wells Fargo Investments   2001 - 2006
Norwest Mortgage  January 1994 - February 1996
Prudential Insurance  March 1979 - January 1994

Skills
Equities, Customer Service, Call Center, Series 7, Trading, Banking, Call Centers, Investments, Series 63, Credit, Options, Finance, Securities, FINRA, Financial Services, Mutual Funds, Fixed Income, Risk Management, Wealth Management, Retirement Planning, Uniform Combined State...

Education
North Hennepin Community College   1990 — 1996

Gavin Licht CFP® Gavin Licht CFP® San Francisco Bay Area Details
Gavin Licht CFP®'s Wells Fargo Investments Experience 2008 - December 2010
Job Financial Advisor at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC  July 2013 - Present
U.S. Bank   December 2010 - July 2013
Wells Fargo Investments   2008 - December 2010

Skills
Investments, Insurance, Retirement Planning, Retirement Income..., Saving for Education, Retirement, Mutual Funds, IRA's, Annuities, Long Term Care, 401k, Asset Management, Securities, Alternative Investments, Bonds, Pensions, ETFs, Equities, Fixed Income, Fixed Annuities, Finance

Education
San Francisco State University   2008 — 2009
CFP certification, Financial Planning

University of California, Davis   2005 — 2007
BS, Managerial Economics

Alhambra Highschool   1998 — 2002
high school diploma

Brook Merrifield Brook Merrifield Fort Wayne, Indiana Area Details
Brook Merrifield's Wells Fargo Investments Experience January 2005 - May 2006
Job Account Executive at Clearent
Industry Financial Services
Experience
Clearent  April 2014 - Present
WorldPay  January 2012 - March 2014
Wells Fargo  April 2006 - January 2012
Wells Fargo Investments   January 2005 - May 2006
Wells Fargo Bank  October 2002 - April 2006

Skills
Merchant Services, Payment Card Processing, Banking, Electronic Payments, Relationship Management, Lines Of Credit, Loans, Credit Cards, Commercial Banking, Cross Selling, Sales, Sales Management, New Business Development, Cold Calling, Payments, Credit Analysis, Consumer Lending, Payment Systems, Customer Retention

Education
Indiana University-Purdue University at Fort Wayne   2002 — 2006
Finance

Indiana State University   1996 — 1998
Elementary Education

Abdihillal Afrah Abdihillal Afrah Minneapolis, Minnesota Details
Abdihillal Afrah's Wells Fargo Investments Experience June 2002 - Present
Job ADR/Global Network Management at Wells Fargo Investments
Industry Financial Services
Experience
Wells Fargo Investments   June 2002 - Present
Wells Capital Management  February 2007 - February 2008
Hinkley, Allen and Snyder LLP   September 1996 - January 2001

Skills
Databases, Analysis, Training, Troubleshooting, Access, Integration, Business Analysis, Vendor Management, Data Analysis, Leadership, Process Improvement, Microsoft Office, Team Leadership, Financial Analysis, Risk Management

Education
Bay State Shool of Technology   1998 — 2000
Information Technology, Electronics / Micro Processor

Roxbury Community College   1997 — 1998
Liberal Arts, Mathematics

Ayo Osisanya Ayo Osisanya Greater Minneapolis-St. Paul Area Details
Ayo Osisanya's Wells Fargo Investments Experience July 2012 - September 2013
Job Securities Operations Specialist at Wells Fargo Investments
Industry Military
Experience
US Air Force Reserve  September 2011 - Present
Wells Fargo Investments   July 2012 - September 2013
CBRE  May 2012 - July 2012
Ebenezer Fairview   May 2011 - August 2011
MN Army National Guard  July 2007 - July 2011
CareBreak Minnesota   April 2006 - December 2009

Skills
Accounts Payable, Accounts Receivable, Asset Management, Reconciliation, Logistics, Fund Management, Financial Reporting,, Monthly Closing, Property Management, Account Reconciliation, Asset Managment, Data Entry, Financial Analysis, Leadership, Access, Analysis, Financial Reporting, Process Improvement, Accounting, Data Analysis, Finance, Management, Policy, Software Documentation

Education
Metropolitan State University   2006 — 2011
B.Sc, Accounting/Bus. Admin.

North Hennepin Community College   2007 — 2009
Certificate, General Business

Federal Polytechnic Ilaro   1997 — 1999
Bachelor of Science (B.Sc.), Urban Planning

Ogun State Polytechnic   1993 — 1995
OND

Luke Johansen Luke Johansen Greater Minneapolis-St. Paul Area Details
Luke Johansen's Wells Fargo Investments Experience May 2010 - February 2011
Job Mutual Fund Operations Team Lead at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management  February 2011 - Present
Wells Fargo Investments   May 2010 - February 2011

Skills
Financial Analysis, Marketing, Microsoft Office, Outlook, Customer Service, Leadership, Microsoft Excel, PowerPoint, Data Analysis, Time Management

Education
Hamline University   2006 — 2010
Bachlor of Arts, Business Management and Economics

Kristin Enger Kristin Enger Greater Minneapolis-St. Paul Area Details
Kristin Enger's Wells Fargo Investments Experience June 1997 - November 2000
Job RN Care Coordinator Telehealth at Eastern Colorado Health System VA
Industry Government Administration
Experience
Eastern Colorado Health System - VA   July 2014 - Present
Minneapolis VA Medical Center  December 2005 - June 2014
Stanton Group  November 2000 - December 2005
Wells Fargo Investments   June 1997 - November 2000

Skills
Nursing, Case Management, Public Speaking, Customer Service, Psychiatry, Inpatient, Microsoft Word, Case Managment

Education
Jacksonville University   2008 — 2010
BSN, Nursing

St. Catherine University   2002 — 2005
AS, Nursing

John Del-Zio John Del-Zio Greater San Diego Area Details
John Del-Zio's Wells Fargo Investments Experience 1997 - 2000
Job Agency Principal at Allstate
Industry Insurance
Experience
Allstate  Field Sales Leader/RecruiterAllstateMay 2013 - Present
State Farm Insurance Agency  January 2012 - April 2013
State Farm Insurance  September 2002 - April 2011
Banc of America Investments  January 1991 - September 2002
Bank of America  2000 - 2002
Cal Fed Bank  1999 - 2002
Wells Fargo Investments   1997 - 2000
Wells Fargo Investments   1997 - 2000

Skills
Insurance, Leadership, Fixed Annuities, Small Business, Life Insurance, Sales, Financial Services, Banking, Investments, Disability Insurance, Long-term Care, Mutual Funds, Property & Casualty..., Health Insurance, Securities, Finance, Commercial Insurance, Term Life Insurance, Customer Retention, Business Development, Underwriting, Strategic Planning, Mortgage Lending, Marketing, Whole Life, Series 63, Sales Management, Portfolio Management, 401k, Series 7

Education
San Diego State University-California State University   1988 — 1991
Bachelor's degree, History

Aaron Karasov Aaron Karasov Greater Minneapolis-St. Paul Area Details
Aaron Karasov's Wells Fargo Investments Experience July 2007 - September 2009
Job Account Manager at Randstad Technologies US
Industry Staffing and Recruiting
Experience
Randstad Technologies US  August 2014 - Present
Randstad Technologies US  December 2013 - August 2014
Jewish Family & Children's Service of Minneapolis   September 2009 - December 2013
Wells Fargo Investments   July 2007 - September 2009
Imaginality Inc.   September 2006 - August 2007
Livnot U' Lehibanot   September 2005 - February 2006
ZAKA   December 2005 - January 2006
Park Nicollet Human Resources   May 2002 - September 2002

Skills
Resume Writing, Non-profits, Recruiting, Social Media, Networking, Social Services, Job Search, Temporary Placement, Fundraising, Career Counseling, Leadership Development, Public Speaking, Staffing Services, Permanent Placement, Permanent Staffing, Temporary Staffing

Education
Hamline University   2011 — 2015
Master of Business Administration (M.B.A.)

University of Minnesota-Twin Cities   2005 — 2009
Bachelor of Arts, Professional Strategic Communications

Jonathan Hoffert Jonathan Hoffert Minneapolis, Minnesota Details
Jonathan Hoffert's Wells Fargo Investments Experience November 2008 - November 2009
Job Fusion Middleware Sales Manager Public Sector at Oracle
Industry Information Technology and Services
Experience
Oracle  October 2011 - June 2013
Oracle  November 2009 - October 2011
Wells Fargo Investments   November 2008 - November 2009
RBC  March 2008 - November 2008
Brookfield Home Loans  September 2004 - January 2008

Skills
ERP, Enterprise Software, Oracle E-Business Suite, Oracle Applications, Solution Selling, Direct Sales, SaaS, Sales Process, Business Intelligence, Sales Management, PeopleSoft, JD Edwards, Account Management, Hyperion Enterprise, Cloud Computing, B2B, public sector, government, Oracle Fusion Middleware, Leadership, Middleware, Sales Operations, Selling, Management, CRM, Oracle

Education
North Dakota State University   1998 — 2003
BS, Management Information Systems

   2002 — 2002
International Business

Mark J. Langerman Mark J. Langerman Scottsdale, Arizona Details
Mark J. Langerman's Wells Fargo Investments Experience 2000 - 2007
Job Managing Director, Patriot Fund
Industry Financial Services
Experience
Patriot Fund   January 2012 - Present
Empowerment Financial Group, LLC,CEO   April 2009 - Present
Merrill Lynch  July 2007 - April 2009
Wells Fargo Investments   2000 - 2007

Skills
Investments, Portfolio Management, Risk Management, Mutual Funds, Asset Management, Asset Managment, Management, Strategic Planning, Finance, Financial Analysis, Leadership, Wealth Management, Executive Management, Credit, Financial Services, Strategic Financial..., Banking, Mergers & Acquisitions

Education
Michigan State University   1978 — 1982

Michigan State University   1979 — 1981

Southfield High School   1975 — 1978

Ronnie Whiting, CPPM Ronnie Whiting, CPPM Bethel, Minnesota Details
Ronnie Whiting, CPPM's Wells Fargo Investments Experience December 2006 - September 2011
Job BUSINESS SYSTEMS CONSULTANT at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  January 2013 - Present
Wells Fargo Advisors  September 2011 - Present
Wells Fargo  July 2012 - October 2012
Wells Fargo Investments   December 2006 - September 2011

Skills
Series 7, Equities, Portfolio Management, Management, Series 63, Investments, Leadership, Financial Services, Banking, Securities, Risk Management, Mutual Funds, Analytics, Financial Analysis, FINRA

Education
Metropolitan State University
Bachelor of Science, Finance

Timothy Ernste Timothy Ernste Rochester, Minnesota Area Details
Timothy Ernste's Wells Fargo Investments Experience March 1996 - February 2013
Job Financial Advisor
Industry Financial Services
Experience
Bremer Investments   February 2013 - Present
Wells Fargo Investments   March 1996 - February 2013
Wells Fargo Bank  March 1996 - February 2013

Education
Minnesota State University, Mankato   1991 — 1995
BS, Corporate Finance

Dena Schwartz Dena Schwartz San Diego, California Details
Dena Schwartz's Wells Fargo Investments Experience July 2004 - June 2009
Job Designated Principal at LPL Financial
Industry Financial Services
Experience
LPL Financial  June 2011 - Present
First Allied Securities  September 2010 - June 2011
DKS Office Solutions   July 2010 - June 2011
Wells Fargo Investments   July 2004 - June 2009
Mass Mutual Life Insurance Company  2003 - 2004
Pacific Life Insurance Company  2001 - 2002
The MONY Group  1995 - 2001

Skills
Mutual Funds, Life Insurance, Retirement Planning

Education
San Diego State University-California State University
MBA, Tax and Financial Planning

University of California, San Diego
BA, Management Science

Marcus Marcuson Marcus Marcuson Greater Los Angeles Area Details
Marcus Marcuson's Wells Fargo Investments Experience 2002 - 2004
Job Managing Director at Greenbacker Group, LLC
Industry Financial Services
Experience
Greenbacker Group, LLC   October 2013 - Present
Liquidnet  August 2012 - 2013
SJ Levinson & Sons   May 2010 - July 2012
ESP Technologies  March 2004 - April 2010
Wells Fargo Investments   2002 - 2004

Skills
Trading, Salesforce.com, Equity Trading, Sales, Electronic Trading, Relationship Management, Financial Services, Series 7, Quantitative Analytics

Education
Point Loma Nazarene University   1994 — 1996
Bachelor of Arts, Economics

Jeanmarie Macari LaBonte, CIMA, CPWA Jeanmarie Macari LaBonte, CIMA, CPWA San Francisco Bay Area Details
Jeanmarie Macari LaBonte, CIMA, CPWA's Wells Fargo Investments Experience November 2000 - November 2007
Job VP, Senior Wealth Advisor at Comerica Bank
Industry Financial Services
Experience
Comerica Bank  November 2011 - Present
US Bank  July 2009 - August 2011
AllianceBernstein  November 2007 - November 2008
Wells Fargo Investments   November 2000 - November 2007
Prudential Investments  April 1997 - May 2000
Oppenheimer & Co.   January 1995 - March 1997
J&W Seligman  December 1991 - January 1995

Education
Fordham University - Graduate School of Business Administration   1993 — 1997
MBA, Political Science/International Business

Hofstra University   1988 — 1991
BA, Political Science/International Business

Chuck Kind Chuck Kind Greater Minneapolis-St. Paul Area Details
Chuck Kind's Wells Fargo Investments Experience January 2007 - September 2009
Job Investment Strategy Specialist at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  August 2011 - Present
Wells Fargo Bank  2010 - September 2011
Wells Fargo  2009 - September 2011
Wells Fargo Investments   January 2007 - September 2009
Wells Fargo  September 2005 - January 2007
Wells Fargo  July 2000 - August 2005
Wells Fargo  June 1999 - June 2000

Skills
Retirement Planning, Portfolio Management, Financial Planning, Investments, Wealth Management, Mutual Funds, Retirement, Asset Management, Estate Planning, Strategic Financial..., Leadership, Business Development, Sales, Strategic Planning, Budgets, Financial Analysis, Finance, Management, Training, Investment Management, Asset Allocation, Insurance, Program Management, Banking, Team Building, Investment Strategies, Investment Advisory, Financial Advisory, Risk Management, Wealth Management..., High Performance Teams, Private Banking, Building High..., Special Situations..., New Business Development, Private Equity, Passion for Helping..., Awareness Raising, Interdepartmental...

Education
Minnesota State University, Mankato   1991 — 1993
BA, Finance

Minnesota State University, Mankato
Bachelor of Arts (B.A.), Finance, General

Bhaskararao Pyneedi Bhaskararao Pyneedi Irving, Texas Details
Bhaskararao Pyneedi's Wells Fargo Investments Experience July 2010 - December 2010
Job Sr Developer
Industry Computer Software
Experience
Bank Of America  July 2012 - May 2014
Verizon  December 2010 - March 2011
System Services, Inc.   2011 - 2011
Wells Fargo Investments   July 2010 - December 2010
Goodman Networks  January 2010 - June 2010
TechMagix Inc  September 2002 - November 2009

Skills
Microsoft SQL Server, ASP.NET, .NET, Databases, WCF, SSRS, SSIS, Silverlight, WPF, jQuery, Web Applications, Analysis Services, SDLC, Oracle, SQL, Data Warehousing

Education
Osmania University   2001 — 2003
MBA, HR and IT

Adam Evenson, CFP® Adam Evenson, CFP® Greater Minneapolis-St. Paul Area Details
Adam Evenson, CFP®'s Wells Fargo Investments Experience March 2005 - February 2007
Job Financial Consultant at Frandsen Investment Services & Investment Centers of America
Industry Financial Services
Experience
Frandsen Investment Services & Investment Centers of America   March 2007 - Present
Wells Fargo Investments   March 2005 - February 2007
Ameriprise Financial Advisors  August 2003 - April 2004

Skills
Investments, Finance, Strategic Financial..., Financial Analysis, Portfolio Management, Risk Management, Insurance, Retirement Planning, Fixed Annuities

Education
Minnesota State University, Mankato   1998 — 2003
BS, Finance

Alden Conger High School   1994 — 1997

Dennis Lastine Dennis Lastine Greater Minneapolis-St. Paul Area Details
Dennis Lastine's Wells Fargo Investments Experience June 2007 - March 2010
Job Notary Signing Agent
Industry Consumer Services
Experience
Notary Public  2012 - Present
SendOutCards  March 2010 - Present
BNI - Network Results   2010 - 2011
Wells Fargo Investments   June 2007 - March 2010
UBS Wealth Management  July 2000 - June 2007
Paine Webber  October 1994 - July 2000
Kidder Peabody  April 1977 - October 1994
U.S. Army Ranger   November 1968 - May 1970

Skills
Customer Service, Leadership, Team Building, CRM, Sales, Real Estate, Strategic Planning, Time Management, Marketing, Account Management, Notary Public, Finance, Insurance, Retail, Coaching, Sales Management, Training, Selling, Marketing Strategy

Education
Management Internship Program (MIP)   1968 — 1968
Business Certificate, Business, Management, Marketing, and Related Support Services

Minnesota State University, Mankato   1964 — 1968
BA, Business/major, Psychology/minor

Sheila Venson Sheila Venson Tampa, Florida Details
Sheila Venson's Wells Fargo Investments Experience 2007 - April 2009
Job QA Lead Analyst at Health Plan Services
Industry Information Technology and Services
Experience
Health Plan Services  March 2012 - Present
Thomson Reuters  September 2011 - December 2011
Tap QA   August 2011 - December 2011
CIBER  October 2007 - April 2009
Wells Fargo Investments   2007 - April 2009
Ciber Information International  2007 - 2009
Express-Scripts  May 1996 - June 2006

Skills
SQL Server, TOAD, Toad, Testing, Quality Center, Test Planning, User Acceptance Testing, QTP, Business Analysis, SDLC, Microsoft SQL Server, Software Documentation, Pharmacy Benefit..., Requirements Gathering, Quality Assurance, Manual Testing, Process Improvement, Test Automation, Integration, Visio, HP QTP, WinRunner, HP Quality Center, Databases

Education
Minnesota School of Business   1988 — 1990
Associates, Accounting/Fashion Merchandising

John J. Jay Lied John J. Jay Lied Greater Minneapolis-St. Paul Area Details
John J. Jay Lied's Wells Fargo Investments Experience October 2010 - November 2010
Job REO Deeds Paralegal at Stewart Title
Industry Banking
Experience
Stewart Title  April 2015 - Present
Bankers Advisory  August 2013 - November 2013
Indecomm Global Services  December 2012 - August 2013
US Bank  April 2012 - July 2012
Wells Fargo  October 2011 - April 2012
Cleaner Corner   July 2011 - October 2011
Wells Fargo Investments   October 2010 - November 2010
United Office Solutions   April 2009 - April 2010
CSBS, Inc   June 2005 - January 2009
CSBS, Inc   June 2002 - June 2005

Skills
Government Contracts, Sales Operations, B2B eCommerce, Market Research, Excel, Microsoft Office, B2B, Writing, Microsoft Excel, Government Procurement, Strategy, Account Management, Management, Marketing, Networking, Training, Leadership, CRM, Team Building, Sales, Project Management, Customer Service, Access, Finance, Customer Satisfaction, Outlook, Teamwork, Analysis

Education
Saint Mary's University of Minnesota   2008 — 2011
BS, Business

The Blake School   1999 — 2002
Honored Graduate

St. Cloud State University
Post Baccalaureate Paralegal Certificate, Law

Rick Estenson Rick Estenson Greater Minneapolis-St. Paul Area Details
Rick Estenson's Wells Fargo Investments Experience January 2002 - August 2004
Job Vice President of Business Development at First National Bank of Northfield
Industry Banking
Experience
First National Bank of Northfield   August 2004 - Present
Wells Fargo Investments   January 2002 - August 2004
Piper Jaffray  October 1981 - January 2002
Chicago Board of Trade  January 1981 - October 1981
Chicago Board of Trade  June 1978 - January 1981

Skills
Mortgage Lending, Loans, Strategic Planning, Banking, Financial Analysis, Team Building, Customer Service, Leadership, Process Improvement, Estate Planning, Risk Management, Public Speaking, Budgets, Sales, Small Business, Non-profits, Executive Management, Team Leadership, Leadership Development, Insurance, Marketing Strategy, Credit, Coaching, Nonprofits, Fundraising, Business Development, Finance, New Business Development, Program Management

Education
Luther College   1974 — 1978
BA, Accounting

Hector High School   1970 — 1974

Heidi Owata Heidi Owata Greater Minneapolis-St. Paul Area Details
Heidi Owata's Wells Fargo Investments Experience January 1999 - September 2001
Job Director of Client Relations, Compliance Officer
Industry Financial Services
Experience
Wade Financial Group  January 2005 - Present
Wells Fargo Investments   January 1999 - September 2001
RBC Wealth Management  June 1992 - January 1999

Skills
Mutual Funds, Investments, Financial Services, Portfolio Management, Asset Managment, Retirement Planning, Asset Management, Wealth Management, Financial Advisory, Maintaining Strong..., Finance, Equities, Financial Planning, Strategic Financial...

Education
Minnesota State University, Mankato   2010 — 2011
Certified Financial Planner

Liberty University   1989 — 1991

Woodcrest Baptist Academy

JOHN HAMOT JOHN HAMOT San Francisco Bay Area Details
JOHN HAMOT's Wells Fargo Investments Experience December 1999 - November 2007
Job Vice President, Market Director at JPMorgan Securities LLC.
Industry Financial Services
Experience
JPMorgan Securities LLC.  July 2014 - Present
TD Ameritrade  November 2007 - July 2014
Wells Fargo Investments   December 1999 - November 2007
Morgan Stanley Smith Barney  May 1994 - May 1996
PaineWebber  August 1985 - May 1992

Education
Rutgers University   1979 — 1983
B.A., Accounting

Clifton High School   1975 — 1979
HS Diploma, Advanced College Prep

Tom Hayhoe Tom Hayhoe Greater Minneapolis-St. Paul Area Details
Tom Hayhoe's Wells Fargo Investments Experience October 2009 - December 2009
Job Brokerage Services CBRE
Industry Commercial Real Estate
Experience
CBRE  September 2010 - Present
Wells Fargo Investments   October 2009 - December 2009
Coldwell Banker Real Estate  May 2008 - August 2008

Skills
Real Estate, Real Estate Development, Leases, Disposition, Brokerage, Tenant Representation, Portfolio Management, Location Intelligence, Commercial Real Estate, Real Estate Economics, Underwriting, Corporate Real Estate, Real Estate Transactions, Lease Negotiations, Acquisitions, Investments, Valuation, Asset Management, Tenant, Property Management, Due Diligence, Investment Properties

Education
Iowa State University - College of Business   2005 — 2009
BS, Management/Finance

Nancy Miedtke Nancy Miedtke Greater Minneapolis-St. Paul Area Details
Nancy Miedtke's Wells Fargo Investments Experience June 2000 - March 2005
Job Change Integration and Employee Development Sr. Manager, VP at TCF Bank
Industry Professional Training & Coaching
Experience
TCF Bank  June 2014 - Present
RBC Wealth Management  August 2011 - June 2014
Wells Fargo  November 2009 - August 2011
Cargill  December 2008 - November 2009
Fuse Learning Solutions   March 2005 - December 2008
Dorsey & Whitney LLP  2006 - 2006
Wells Fargo Investments   June 2000 - March 2005
Carlson Marketing Group  July 1988 - June 2000

Skills
Organizational..., Organizational..., Instructional Design, Training, Career Development, Leadership, Strategy, E-Learning, Strategic Planning, MBTI, Project Management, Performance Management, Leadership Development, Employee Engagement, Management, Talent Management, Team Building

Education
University of Saint Thomas   2007 — 2013
Graduate, Organizational Learning and Develolpment

Gustavus Adolphus College   1982 — 1985
B.A., English Education K-12

Greg Suchanek Greg Suchanek Greater Minneapolis-St. Paul Area Details
Greg Suchanek's Wells Fargo Investments Experience March 2005 - February 2011
Job Business Analyst at Verus Consulting Group LLC
Industry Financial Services
Experience
Verus Consulting Group LLC  May 2011 - Present
Verus Consulting Group LLC at Raymond James Financial   January 2013 - February 2014
Verus Consulting Group LLC  December 2011 - November 2012
Verus Consulting Group LLC at Penson Financial   May 2011 - December 2011
Wells Fargo Investments   March 2005 - February 2011
Wells Fargo  October 2008 - October 2009

Skills
Financial Services, Cost Basis Reporting, Account Reconciliation, Brokerage, 1099 Preparation, Tax Reporting, Business Analysis, Finance, Leadership, Trading, Retirement Planning, Corporate Actions, Process Improvement, Hyperion Enterprise, Mergers & Acquisitions, Microsoft Office, Testing, Fixed Income, Scivantage Maxit, Wall Street Concepts, Broadridge, Beta Systems, SunGard Phase 3

Education
Minnesota School of Business   1986 — 1988
Assoc, Accounting

University of Minnesota-Twin Cities   1983 — 1986

Terry Kent, FLMI, ACS Terry Kent, FLMI, ACS Greater Minneapolis-St. Paul Area Details
Terry Kent, FLMI, ACS's Wells Fargo Investments Experience December 2007 - February 2011
Job Vice President, Project Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Bank  February 2011 - Present
Wells Fargo Investments   December 2007 - February 2011
NOVON Consulting  November 1999 - December 2007
IBM Global Services  January 1997 - November 1999
Prudential Insurance  June 1985 - December 1996

Skills
Business Analysis, SDLC, Requirements Gathering, Business Requirements, Visio, Project Management, Business Process..., Requirements Analysis, Financial Services, Change Management, PMO, Banking, Analysis, Business Process, ITIL, Strategy, Software Development, Management, Integration, Project Planning

Education
Minnesota State University, Mankato   1981 — 1985
BS, Mathematics, Computer Science

Joel Carlman Joel Carlman Washington, District Of Columbia Details
Joel Carlman's Wells Fargo Investments Experience November 2005 - January 2008
Job Senior Consultant, Acumen Solutions
Industry Information Technology and Services
Experience
Acumen Solutions  January 2012 - Present
Mobile Accord, Inc.   July 2011 - October 2011
The Centre for Financial Regulation and Inclusion (CENFRI)   January 2010 - August 2011
Kiva.org  June 2009 - February 2010
Wells Fargo Investments   November 2005 - January 2008
OppenheimerFunds  July 2005 - November 2005

Skills
Finance, Economic Development, Microfinance, Analysis, Leadership, Economics, Strategy

Education
Stellenbosch University/Universiteit Stellenbosch   2010 — 2011
MPhil, Futures Studies

Stellenbosch University/Universiteit Stellenbosch   2008 — 2009
Masters, Development Finance

Pepperdine University   2001 — 2005
BS, Business Psychology & Administration

Josephine Torres Josephine Torres Middle Village, New York Details
Josephine Torres's Wells Fargo Investments Experience July 2010 - Present
Job Trade Assistant at Evolution Markets Inc.
Industry Financial Services
Experience
Wells Fargo Investments   July 2010 - Present
Evolution Markets Inc.  March 2014 - February 2015
Evergreen Investments  2009 - 2010
Miletus Trading  January 2004 - July 2005
Instinet Corporation  November 1987 - May 2003

Skills
Operations Management, Team Leadership, Analytics, Capital Markets, Equities, Fixed Income, Securities, Derivatives, Risk Management, Due Diligence, Business Analysis, Customer Relations, Excel, Process Improvement, Analysis, Problem Solving, Change Management, Customer Service, PowerPoint, Word, Bloomberg, Mergers, Banking, Program Management, Research, Team Building, Accounting, Bond Pricing, Convertible Bonds, Finance, Government Bonds, High Yield Bonds, Investments, Microsoft Word, Trading, Access, Mergers & Acquisitions, Trading Systems, Municipal Bonds, Portfolio Management, Settlement, Microsoft Excel, Bonds

Education
Kingsborough Community College   1987 — 1988
Bachelor of Science (BS), FASHION MERCHANDISING

Satellite Academy   1985 — 1987
HIGH SCHOOL, business

kristina bushman kristina bushman Bunker Hill, Illinois Details
kristina bushman's Wells Fargo Investments Experience August 2010 - March 2011
Job Financial Services Professional
Industry Financial Services
Experience
UniQue Personnel Consultants  October 2012 - January 2013
Wells Fargo Advisors  2011 - 2012
Wells Fargo Investments   August 2010 - March 2011
Scottrade  October 2009 - April 2010
United Community Bank  March 2008 - July 2008
Patriots Personnel Service   October 2007 - March 2008
Argent Healthcare Financial   July 2006 - October 2007

Skills
Microsoft Excel, Microsoft Word, Customer Service, Internet, Microsoft Office, PowerPoint, Access, Accounting, Banking, Outlook, Data Entry, Accounts Receivable, Deposits

Education
Hickey College   2002 — 2003
Associate's degree, Accounting

Michael Zeng Michael Zeng Greater Minneapolis-St. Paul Area Details
Michael Zeng's Wells Fargo Investments Experience January 2009 - May 2009
Job Treasury Analyst at 3M
Industry Banking
Experience
3M  September 2012 - Present
Kroll Ontrack  February 2011 - July 2012
international moneygram   June 2008 - February 2011
Wells Fargo Investments   January 2009 - May 2009
Mystic Lake Casino Hotel  October 2004 - December 2007
Guaranty Bank FSB  July 2007 - September 2007

Skills
Analysis, Forecasting, Financial Risk, AML, Fraud, Budgets, Management, Business Development, KYC, Finance, Bank Secrecy Act, Portfolio Management, Financial Analysis, Risk Management, Investments, USA PATRIOT Act, Internal Audit, Process Improvement, Marketing, Banking

Education
University of Minnesota - Carlson School of Management   2003 — 2007
BAQ, Economic

Normandale Community College   2003 — 2005
Associate of Arts, Accounting, Accouting

Hamline University
MBA, Master of Business Administration

Richard Pfeifer Richard Pfeifer Greater Denver Area Details
Richard Pfeifer's Wells Fargo Investments Experience February 2003 - July 2008
Job Retired Financial Consultant
Industry Financial Services
Experience
Wells Fargo Investments   February 2003 - July 2008

Education
Wharton School of Business   1994 — 1994
Portfolio analysis and portfolio management

Metropolitan State College of Denver   1974 — 1980
Criminal Justice, Law

Carol Kaehler Carol Kaehler Greater Milwaukee Area Details
Carol Kaehler's Wells Fargo Investments Experience 2002 - 2007
Job Senior Account Manager at Milliman IntelliScript
Industry Insurance
Experience
Milliman IntelliScript   February 2014 - Present
Milliman IntelliScript   February 2009 - February 2014
Steven L Danen Investments   2007 - 2010
Wells Fargo Investments   2002 - 2007
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC)   1999 - 2002

Skills
Health Insurance, Life Insurance, Insurance, Fixed Annuities, Underwriting, Operations Management, Financial Services, Account Management, Relationship Management, Contract Management, Claim, Risk Management

Education
Mount Mary University   1985 — 1988
BS, Business Administration

Jared Caughlan Jared Caughlan Greater Salt Lake City Area Details
Jared Caughlan's Wells Fargo Investments Experience March 2005 - July 2007
Job Targeted Marketing Specialist at ThomasArts
Industry Marketing and Advertising
Experience
ThomasArts  January 2012 - Present
ThomasArts  January 2013 - Present
ThomasArts  April 2009 - Present
ThomasArts  July 2007 - Present
ThomasArts  July 2007 - Present
ThomasArts  July 2007 - January 2012
Wells Fargo Investments   March 2005 - July 2007
Fidelity Investments  2000 - 2005

Skills
Lead Generation, Online Advertising, Advertising, Social Media Marketing, SEM, Marketing Communications, PPC, Email Marketing, Marketing Strategy, Direct Marketing, Market Research, Integrated Marketing, SEO, Digital Marketing, Social Media, Account Management, Competitive Analysis, Marketing, Direct Mail, Product Marketing, Strategic Planning, Management

Education
Texas A&M University-Commerce   1995 — 1996
Bachelor of Science (B.S.)

Grayson County College   1992 — 1995
Bachelor of Science (B.S.)

Bradley Ughetta Bradley Ughetta San Francisco Bay Area Details
Bradley Ughetta's Wells Fargo Investments Experience August 2009 - February 2010
Job Financial Industry Executive
Industry Financial Services
Experience
BancWest Investment Services  August 2011 - Present
Morgan Stanley Smith Barney  February 2010 - December 2010
Wells Fargo Investments   August 2009 - February 2010
Wells Fargo Investments   December 2006 - May 2009
Morgan Stanley  2005 - 2006
Morgan Stanley  November 2001 - 2005
WealthPlace, Inc   2001 - 2001
Merrill Lynch  1997 - 2001
Lehman Brothers  1993 - 1997

Skills
Wealth Management, Investments, Series 7, Sales Management, Wealth Management..., Leadership, Mutual Funds, Portfolio Management, Fixed Income, Asset Management, Series 63, Investment Advisory, Retirement Planning, Alternative Investments, Asset Allocation, Strategic Financial..., Equities, Securities, Series 65, Private Banking, Investment Strategies, Retirement, Investment Management, Financial Advisory, Series 24, Uniform Combined State..., Bonds, FINRA, Fixed Annuities, ETFs, Financial Services, Options, Capital Markets, Separately Managed..., Estate Planning, Finance, 401k, High Net Worth...

Education
Pace University - Lubin School of Business
MBA, Finance

State University of New York College at Oneonta
BS, Economics

Kerri Wilfong Kerri Wilfong Coeur D Alene, Idaho Details
Kerri Wilfong's Wells Fargo Investments Experience August 1998 - January 2006
Job Manager at Coeur d'Alene Arts & Culture Alliance
Industry Nonprofit Organization Management
Experience
Coeur d'Alene Arts & Culture Alliance   September 2014 - August 2015
Kootenai Alliance for Children & Families   September 2010 - October 2014
Pita Pit USA  April 2010 - September 2010
The Salvation Army Kroc Center  May 2008 - April 2010
A la Carte Floral   January 2006 - February 2008
Wells Fargo Investments   August 1998 - January 2006
Safeway  July 1988 - April 1997

Skills
Public Speaking, Public Relations, Youth Mentoring, Community Outreach, Fundraising, Event Planning, Program Development, Training, Strategic Planning, Volunteer Management, Grant Writing, Volunteering, Social Media, Customer Service, Nonprofits, Leadership Development, Leadership, Non-profits, Program Management, Research

Education
Coeur d'Alene HS

North Idaho College

Will Mitchell Will Mitchell Austin, Texas Area Details
Will Mitchell's Wells Fargo Investments Experience July 2004 - April 2006
Job Owner, Mitchell & Assoc, Investment Consultants
Industry Investment Management
Experience
Mitchell & Assoc, Investment Consultants   April 2006 - Present
Wells Fargo Investments   July 2004 - April 2006
Wells Fargo Advisors  December 1999 - July 2004

Skills
Investments, Asset Allocation, Portfolio Management, Small Business, Asset Management, Trusts, Financial Planning, Portfolio Strategy

Education
Sam Houston State University   1992 — 1996
Bachelor, Finance

Chris Kurle Chris Kurle Greater Minneapolis-St. Paul Area Details
Chris Kurle's Wells Fargo Investments Experience May 2008 - January 2011
Job Business Analyst at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2015 - Present
Ameriprise Financial Services, Inc.   September 2013 - 2015
Ameriprise Financial  January 2011 - 2012
Wells Fargo Investments   May 2008 - January 2011
The Hartford  March 2006 - October 2007

Skills
Excel, Access, Hyperion, SQL Server, VBA, Bloomberg Terminal, Bond Desk, BETA Host, Security APL, Electronic Trading, Microsoft Excel, Data Analysis, Microsoft SQL Server, Portfolio Management

Education
Metropolitan State University   2007 — 2010
Bachelor of Science, Business Administration

Jasmine Jonell Jasmine Jonell Minneapolis, Minnesota Details
Jasmine Jonell's Wells Fargo Investments Experience October 2007 - December 2008
Job Senior Care Speaker | Senior Care Consultant | Elder Law Attorney
Industry Law Practice
Experience
Volunteer Lawyers Network  March 2007 - Present
lia sophia  January 2009 - May 2014
Law Office of Jasmine Jonell   January 2009 - July 2013
Wells Fargo Investments   October 2007 - December 2008
Wright County Attorney's Office   October 2007 - November 2007
Goodman Jewelers  March 2005 - June 2007
Ramsey County Recorder's Office   October 2003 - March 2004
Federal Credit Union  December 2002 - May 2003
TCF Bank  March 2000 - December 2002

Skills
Estate Planning, Criminal Law, Courts, Elder Law, Expungement, Leadership, DUI Defense

Education
William Mitchell College of Law   2001 — 2006
J.D.

University of St. Thomas   1997 — 1999
B.A., Criminal Justice

Michelle Lynn Michelle Lynn Louisburg, Kansas Details
Michelle Lynn's Wells Fargo Investments Experience June 2001 - October 2003
Job Advisor Relationship Manager
Industry Capital Markets
Experience
Kornitzer Capital Management  August 2013 - Present
WELLS FARGO SECURITIES/WELLS FARGO ADVISORS/WACHOVIA/A.G. EDWARDS   May 2005 - December 2012
Merrill Lynch  May 2004 - May 2005
Wells Fargo Investments   June 2001 - October 2003
UBS  May 2000 - June 2001
GEORGE K. BAUM & CO   February 1999 - May 2000
GEORGE K. BAUM & CO   August 1998 - February 1999

Skills
Sales, Equities, Series 7, Trading, CRM, Marketing, Management, Investments, Mutual Funds, Portfolio Management, Client Services, Customer Service, Asset Allocation, Securities, Leadership, Fixed Income, Accounting, Financial Analysis, Series 63, Bonds, Valuation, Asset Management, Financial Advisory, Customer Satisfaction, New Business Development, Research, Equity Research

Education
Missouri State University
Bachelor of Arts, Communication

Shawn W. Dunnigan,MBA, CFP® Shawn W. Dunnigan,MBA, CFP® Fort Collins, Colorado Area Details
Shawn W. Dunnigan,MBA, CFP®'s Wells Fargo Investments Experience January 1998 - December 2009
Job President, Dunnigan Financial Planning
Industry Investment Management
Experience
Della Parola Capital Management  2013 - 2014
Colorado Financial Partners   December 2009 - November 2013
Colorado State University  January 2011 - May 2012
Wells Fargo Investments   January 1998 - December 2009

Skills
Securities, Small Business, Financial Services, Risk Management, Financial Analysis, Insurance, Financial Modeling, Investment Strategies, Life Insurance, Series 6, Valuation, Public Speaking, Retirement, Fixed Annuities, Financial Advisory, Mortgage Lending, Business Planning, Investments, Personal Financial..., Certified Financial...

Education
State University of New York at Buffalo - School of Management   1988 — 1989
MBA, finance

Minnesota State University, Moorhead   1983 — 1987
Finance, Economics, Marketing, Communications

st. marys high school

st. marys high school

Jesse Aguilera, MBA Jesse Aguilera, MBA Houston, Texas Area Details
Jesse Aguilera, MBA's Wells Fargo Investments Experience September 2005 - May 2011
Job Directional Well Planner at Phoenix Technology Services
Industry Oil & Energy
Experience
Phoenix Technology Services  October 2014 - March 2015
LEAM Drilling Systems LLC  January 2013 - September 2014
Leam Drilling Systems, Inc.   May 2011 - December 2011
Wells Fargo Investments   September 2005 - May 2011
Wells Fargo Bank  May 2005 - April 2011

Skills
Microsoft Excel, Loans, Financial Analysis, Financial Modeling, Strategic Planning, Sales, Microsoft Office, Customer Service, Team Leadership, Asset Managment, Portfolio Management, Microsoft Word, Data Analysis, Project Management, Outlook, Operations Management, Analysis, Training, Banking

Education
Sam Houston State University   2008 — 2010
Masters, Business Administration

Northwestern College   2001 — 2005
Bachelor of Arts, Business Administration - Finance

Northwestern College   2001 — 2005
Bachelor of Arts (B.A.), Spanish Language and Literature

Christina D. Torres, MBA Christina D. Torres, MBA Houston, Texas Area Details
Christina D. Torres, MBA's Wells Fargo Investments Experience January 2008 - October 2008
Job Financial Analyst at BP
Industry Oil & Energy
Experience
BP  October 2013 - Present
BP - GPO GoM Group   October 2011 - September 2013
Kelly Services for BP   March 2010 - October 2011
Office Team  2008 - 2009
Wells Fargo Investments   January 2008 - October 2008
Wells Fargo Bank  October 2001 - January 2008

Skills
Outlook, Microsoft Office, Real Estate, Customer Service, Data Entry, Invoicing, Administrative Support, Administrative..., Leadership, Microsoft Excel, SAP, Accounts Payable, Sales, Process Scheduler, Access, Finance, Human Resources, Strategic Planning, Analysis, Training, Project Management, Microsoft Word, Management

Education
Univeristy of Phoenix   2013 — 2014
Master of Business Administration (MBA), Business Administration and Management, General

University of Phoenix   2003 — 2011
Business Finance, Finance

Houston Community College   2010 — 2010

Ernie Claeson Ernie Claeson Portland, Oregon Area Details
Ernie Claeson's Wells Fargo Investments Experience April 1999 - July 2003
Job Regional Marketing Executive
Industry Wholesale
Experience
Costco Wholesale  July 2010 - Present
Oregon Linen, Inc   December 2008 - December 2009
Garden Valley Christian Assembly   January 2008 - March 2009
Portland Trail Blazers  September 2003 - January 2008
Wells Fargo Investments   April 1999 - July 2003
Wells Fargo Bank  November 1997 - April 1999
ORIX Credit Alliance  August 1993 - November 1997

Skills
Sales, Training, Customer Service, Budgets, New Business Development, Networking, Finance, Event Planning, Marketing, Social Media, Social Networking, Social Media Marketing, Event Management, Cold Calling, Facebook, Public Relations, Sports, Account Management, Sports Marketing, Public Speaking, Advertising, Marketing Communications, Marketing Strategy, Email Marketing, Direct Sales, Merchandising, Investments, Management, Selling, Sales Management, Leadership, Team Building, Sports Management, Sponsorship, Coaching, Time Management, Fundraising, Media Relations, Microsoft Excel, Negotiation, Online Marketing, Nonprofits, Program Management, Business Development, Microsoft Word, Online Advertising, Strategic Planning

Education
Portland Bible College   2003 — 2005
Theology

Portland Community College
General Studies

Christine Lee, MS, RN, FNP-BC Christine Lee, MS, RN, FNP-BC Greater Los Angeles Area Details
Christine Lee, MS, RN, FNP-BC's Wells Fargo Investments Experience November 2004 - March 2007
Job Family Nurse Practioner at The Doctors of Saint John's
Industry Hospital & Health Care
Experience
Providence Health & Services- The Doctors of Saint John's   August 2014 - Present
Southern California Orthopedic Institute  March 2014 - April 2014
Greater Boston Primary Care Associates   September 2013 - February 2014
MGH Institute of Health Professions  September 2010 - May 2013
Wachovia Securities (now Wells Fargo Advisors)   October 2007 - February 2009
Smith Barney (now Morgan Stanley)   March 2007 - October 2007
Wells Fargo  November 2004 - March 2007
Wells Fargo Investments   November 2004 - March 2007
Greater Boston Primary Care Associates   September 2003 - October 2004

Skills
Family Nurse..., Family Primary Care, Inpatient, Nursing Care, ACLS, EMR, Cpr Certified, BLS, CPR, Acute Care, Registered Nurse, Health and Life..., Patient Safety, Hospitals, Health Education, Patient Education, Public Health, Pediatrics, Nursing, Adult/Geriatric medicine, Orthopedic, Sports orthopedics, Primary care sports..., Investment Brokerage, Investment Portfolio, Client Relations, Investment Portfolio..., Investment and..., CPR Certified, Orthopedics

Education
MGH Institute of Health Professions   2010 — 2013
MS Nursing, BS Nursing, Family Nurse Practitioner

Occidental College   1999 — 2003
Bachelor of Arts, Asian Studies/History

The Commonwealth School
High School Diploma

Newton South High School

Lisa Braun Lisa Braun Imperial, Missouri Details
Lisa Braun's Wells Fargo Investments Experience 2010 - 2011
Job Analytics Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  January 2012 - Present
Wells Fargo Investments   2010 - 2011
Kemper, A Unitrin Business  December 2005 - March 2010

Skills
Financial Modeling, Credit, Financial Analysis, Banking, Portfolio Management, Investments, Equities, Valuation, Fixed Income, Capital Markets, Credit Analysis, Investment Banking, Bloomberg, Loans, Risk Management, Series 7, Business Analysis, Asset Management, Financial Services, Corporate Finance, Finance, Derivatives, Mortgage Lending

Education
Maryville University of Saint Louis   2003 — 2005
Actuarial Science, Statistics, Mathematics, Economics, Business

Jacob Zaske Jacob Zaske Greater New York City Area Details
Jacob Zaske's Wells Fargo Investments Experience January 2006 - January 2007
Job Pastor at Trinity Grace Church Queens
Industry Religious Institutions
Experience
Trinity Grace Church Queens   February 2013 - Present
Skyline City Church   August 2008 - Present
Champion Life Church   April 2005 - August 2008
Wells Fargo Investments   January 2006 - January 2007
Todays Community Church   September 2000 - April 2005

Skills
Public Speaking, Leadership Development, Volunteer Management, Nonprofits, Coaching, Fundraising, Community Outreach, Strategic Planning, Credit, Team Building, Event Planning, Non-profits

Education
Capital Seminary and Graduate School

Fuller Theological Seminary

Nicole (Frost) Williams Nicole (Frost) Williams West Des Moines, Iowa Details
Nicole (Frost) Williams's Wells Fargo Investments Experience January 2005 - August 2006
Job Vice President, Process Engineer, CSSBB at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Home Mortgage  April 2011 - Present
ING  August 2006 - April 2011
Wells Fargo Investments   January 2005 - August 2006
Piper Jaffray  December 2003 - January 2005
ING  January 1998 - July 2001

Skills
Process Improvement, Business Analysis, Business Process..., Six Sigma, Risk Management, Business Requirements, Change Management, Financial Services, Vendor Management, Financial Analysis, Business Process, Insurance, Requirements Gathering, Business Process Mapping, Kaizen, Process Engineering, Data Analysis, Root Cause Analysis, Gap Analysis, Securities, Agile Methodologies, Cross-functional Team..., Lean Manufacturing, Program Management, Project Management, Analysis, Strategy, Project Portfolio..., Operational Excellence, PMO, Portfolio Management, Requirements Analysis, Visio

Education
Iowa State University   1999 — 2003
Bachelors of Science, Finance

David Cote David Cote Charlotte, North Carolina Area Details
David Cote's Wells Fargo Investments Experience 1998 - 2000
Job Zone Sales Manager at Paychex Core 12
Industry Human Resources
Experience
Paychex  March 2015 - Present
Paychex  June 2014 - Present
Paychex  October 2009 - June 2014
Harte-Hanks/Tampa Flyer Magazine   February 2002 - October 2009
US Army  August 1994 - August 2002
Wells Fargo Investments   1998 - 2000

Skills
Sales Management, Salesforce.com, Closing Deals, Selling Skills, HRIS, Applicant Tracking..., Advertising, 401k, Expense Management, FSA, Employee Benefits, Payroll, Time Management, Cold Calling, Account Management, Sales Process, Onboarding, Recruiting, Human Resources, Talent Acquisition, Leadership, Contract Negotiation, Performance Metrics, Sourcing, Change Management, Training, Selling, Sales Operations, Sales, Direct Sales, Management, New Business Development, B2B, Team Building

Education
New College of California   1995 — 1998
Humanities, Psychology

New College of California
Bachelors of Arts in Psychology

Molly Bohrer Molly Bohrer Greater Minneapolis-St. Paul Area Details
Molly Bohrer's Wells Fargo Investments Experience 2005 - 2006
Job Sales Associate at Wells Fargo Health Benefit Services
Industry Banking
Experience
Wells Fargo Health Benefit Services  July 2014 - Present
Wells Fargo  May 2005 - Present
Institutional Retirement & Trust, Wells Fargo   September 2010 - June 2014
Wells Fargo Bank  May 2008 - August 2010
Wells Fargo  August 2007 - August 2008
Wells Fargo Institutional Trust Services  May 2006 - July 2007
Wells Fargo Investments   2005 - 2006
Wells Fargo  May 2005 - August 2005

Skills
Leadership, Financial Analysis, Banking, Nonprofits, Networking, Marketing, Risk Management, Customer Service, Management, Analysis, Process Improvement, Finance, Training, Strategy, Forecasting

Education
Minnesota State University, Mankato   2010 — 2013
MBA, Concentration: Leadership and Organizational change

University of Minnesota - Carlson School of Management   2003 — 2007
Bachelor of Science (B.S.), Entrepreneurial Management; Marketing

University of Minnesota-Duluth   2003 — 2004

University of Minnesota-Twin Cities

Gregory Tuck Gregory Tuck San Jose, California Details
Gregory Tuck's Wells Fargo Investments Experience November 2001 - September 2005
Job Security at KLATencor
Industry Financial Services
Experience
Allied Barton Securtiy  February 2015 - Present
Morgan Stanley  July 2014 - September 2014
Morgan Stanley  March 2013 - January 2014
Citi  May 2010 - March 2011
Citi Personal Wealth Management  October 2005 - July 2009
Wells Fargo Investments   November 2001 - September 2005
WM Financial Services  September 1995 - October 2001
Franklin Templeton Investments  July 1993 - August 1995

Education
Saint Mary's College   1988 — 1992
Bachelor of Science, Business Administration; Financial Services

Serra High School   1980 — 1984

Wade J. Westhoff, CFP®, AIF® Wade J. Westhoff, CFP®, AIF® San Francisco Bay Area Details
Wade J. Westhoff, CFP®, AIF®'s Wells Fargo Investments Experience May 1999 - September 2001
Job Financial Advisor
Industry Financial Services
Experience
Summit Financial Group LLC  February 2013 - Present
Cetera Advisor Networks LLC  June 2002 - January 2013
Wells Fargo Bank  September 2001 - May 2002
Wells Fargo Investments   May 1999 - September 2001

Skills
Wealth Management, Retirement Income..., Family Office, Financial Planning, Investments, Asset Management, Investment Management, Independent Advisor, Asset Accumulation, Asset Preservation, Retirement Planning, Estate Planning, Income Distribution, Strategic Financial..., Retirement

Education
Oregon State University   1988 — 1993
Bachelor's degree

California High School

Douglas MacFarlane Douglas MacFarlane Roseville, California Details
Douglas MacFarlane's Wells Fargo Investments Experience August 1989 - September 2010
Job Director at Robert W. Baird & Co.
Industry Investment Management
Experience
Robert W. Baird & Co.   September 2010 - Present
Wells Fargo Investments   August 1989 - September 2010

Skills
Wealth Management, Asset Management

Education
San Francisco State University
BS, Accounting

Robert Frye Robert Frye Sacramento, California Area Details
Robert Frye's Wells Fargo Investments Experience June 2006 - December 2010
Job Vice President Associate Manager Sacramento Market at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  November 2014 - Present
Wells Fargo Advisors  December 2010 - November 2014
Wells Fargo Investments   June 2006 - December 2010
Wells Fargo Investments   June 2005 - June 2006

Education
San Francisco State University   2008 — 2010
MBA, Business Administration

University of San Francisco   2000 — 2004
B.S. Finance

Holds Series 7, 66, 31, 9, 10 registrations

Matthew Wittner Matthew Wittner Dallas/Fort Worth Area Details
Matthew Wittner's Wells Fargo Investments Experience April 2004 - May 2005
Job Enterprise Sales at Splunk
Industry Computer & Network Security
Experience
Splunk  January 2015 - Present
McAfee / Intel Security   February 2009 - January 2015
Aliado   March 2008 - December 2008
JPMorgan Chase  April 2007 - January 2008
Wells Fargo Bank  May 2005 - April 2007
Wells Fargo Investments   April 2004 - May 2005

Skills
Network Security, Endpoint Security, PCI DSS, Lead Generation, Solution Selling, McAfee, New Business Development, Mobile Security, Sales Presentations, Big Data, Account Management, Sales Management, Consultative Selling..., IT Solutions, C-Level Sales, Information Technology, Security

Education
Oklahoma State University
BSBA, Finance/Accounting

Dominic Cummins Dominic Cummins Orange County, California Area Details
Dominic Cummins's Wells Fargo Investments Experience May 1996 - April 2000
Job Director of Global Sales
Industry Computer Software
Experience
PICS Auditing, LLC  March 2014 - Present
Paychex  October 2005 - March 2014
Paychex  May 2006 - May 2007
Paychex  October 2005 - April 2006
Citigroup  November 2001 - October 2005
Franklin Templeton Group  April 2000 - November 2001
Wells Fargo Investments   May 1996 - April 2000

Skills
Talent Acquisition, Sales Coach, Public Speaking, B2B Marketing, Strategic Partnerships, Human Capital Management, Building Brand Awareness, Channel Strategy, Sales Management, Salesforce.com, P&L Responsibility, Sales, Personnel Management, Marketing, Lead Generation, Account Management, B2B, Payroll, Selling, Marketing Strategy, Sales Process, New Business Development, Solution Selling, Strategy, Sales Presentations, Training, Cold Calling, Business Development, Management, Enterprise Software, Sales Operations, Direct Sales, P&L Management, Team Leadership, Human Resources, SaaS, Customer Retention, Outsourcing, Time Management, Recruiting, Hiring, CRM, Employee Benefits, Selling Skills, Building Relationships, Time & Attendance, PEO, Leadership, HRIS, Coaching

Education
El Camino High School

Palomar College

Edward Dougherty Edward Dougherty Cedar Rapids, Iowa Area Details
Edward Dougherty's Wells Fargo Investments Experience August 2002 - September 2009
Job Registered Representative
Industry Financial Services
Experience
Voya Financial Advisors, Inc.   September 2009 - Present
Wells Fargo Investments   August 2002 - September 2009

Education
Northeastern University   1982 — 1985

Bruce McDermott Bruce McDermott Fairfax, California Details
Bruce McDermott's Wells Fargo Investments Experience March 1994 - June 2009
Job Independent Financial Services Professional
Industry Financial Services
Experience
Wells Fargo Investments   March 1994 - June 2009
InterNet Funding Advisors   1991 - 1994
GATX Capital  1987 - 1991

Skills
Structured Finance, Estate Planning, Portfolio Management, Asset Allocation, Liquidity Management, Investment Strategies, Finance, Asset Management

Education
University of Pennsylvania - The Wharton School   1970 — 1972
MBA, Finance

Lafayette College   1965 — 1969
BA, Economics

Kyle Gearhart Kyle Gearhart San Luis Obispo, California Area Details
Kyle Gearhart's Wells Fargo Investments Experience June 1995 - August 1999
Job
Industry Renewables & Environment
Experience
Sunrun  December 2014 - Present
HD Supply  July 2012 - December 2014
HD Supply  August 2011 - July 2012
HD Supply  March 2010 - July 2011
Independent Consultant  June 2007 - February 2010
HL Seafood   November 2007 - March 2009
Wausau Daily Herald  July 2001 - July 2005
Wells Fargo Investments   June 1995 - August 1999

Skills
Financial Analysis, Budgets, Strategy, Forecasting, Finance, Leadership, Market Research, Strategic Planning, Marketing, Analysis, Negotiation, Project Management, Microsoft Excel, Research, Competitive Analysis, Business Strategy, Outlook, Cross-functional Team..., Business Planning, Management, Budget, Mergers, Financial Modeling, Financial Reporting, Corporate Finance

Education
University of St. Thomas - Opus College of Business   2005 — 2007
MBA, Finance, Entrepreneurship

University of Montana   1999 — 2001
Master of Arts, Journalism

Grinnell College   1989 — 1993
BA, Political Science

Karl Hatteberg Karl Hatteberg Greater Minneapolis-St. Paul Area Details
Karl Hatteberg's Wells Fargo Investments Experience September 2005 - April 2007
Job International Group Compliance Consultant at Wells Fargo
Industry Public Relations and Communications
Experience
Wells Fargo  March 2014 - Present
Wells Fargo  April 2007 - March 2014
Wells Fargo Investments   September 2005 - April 2007
Wells Fargo  June 2004 - August 2004
Saint Mary's University of Minnesota  August 2003 - May 2004

Skills
Editing, Policy, E-communications, Communication Strategy, Corporate Communications, Content Management, Internal Communications, Social Media, Writing, Strategic Communications, SharePoint, Technical Writing, Project Management, Analysis, Newsletters, Program Management, Training, Event Planning, Marketing, Management, Public Relations, Media Relations

Education
Saint Mary's University of Minnesota   2010 — 2014
MBA, Business Administration

Saint Mary's University of Minnesota   2001 — 2005
B.A., Public Relations, Electronic Communications and Business

Blooming Prairie High School   1995 — 2001

Maxwell Bremer Maxwell Bremer Greater Minneapolis-St. Paul Area Details
Maxwell Bremer's Wells Fargo Investments Experience 2001 - 2006
Job Business Attorney at Gray Plant Mooty
Industry Law Practice
Experience
Gray Plant Mooty  2006 - Present
Wells Fargo Investments   2001 - 2006

Skills
Mergers, Private Equity, Start-ups, Corporate Law, Mergers & Acquisitions, Contract Negotiation, Intellectual Property, Joint Ventures, Due Diligence, Securities Regulation, Licensing, Corporate Governance, Litigation, Entrepreneurship, Commercial Litigation, Arbitration, Legal Writing, Legal Research, Civil Litigation, Trade Secrets, Trademarks

Education
William Mitchell College of Law   2003 — 2007

University of Wisconsin-Madison   1992 — 1996
B.A., Poli Sci

Hopkins High School

Brianna Moe Brianna Moe Greater Minneapolis-St. Paul Area Details
Brianna Moe's Wells Fargo Investments Experience May 2009 - August 2009
Job Therapeutic Recreation Palliative Care
Industry Hospital & Health Care
Experience
Minnesota State University, Mankato  January 2011 - Present
The Summit and Jacob Heights   January 2011 - August 2011
Oaklawn Health Care Center   January 2010 - May 2010
Wells Fargo Investments   May 2009 - August 2009
JCPenney  December 2005 - May 2009

Education
Minnesota State University, Mankato   2010 — 2012
Masters, Gerontology. Nursing Home Administration

Bethany Lutheran College   2007 — 2010
B.A, Psychology, Sociology

Stuart Scibetta Stuart Scibetta Tucson, Arizona Details
Stuart Scibetta's Wells Fargo Investments Experience December 2007 - August 2008
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  June 2013 - Present
Arizona Realty One Group  October 2009 - June 2013
Genworth Financial  May 2011 - May 2013
Crown Capital Securities, L.P.   August 2008 - October 2009
Dallas Real Estate   January 2006 - October 2009
Wells Fargo Investments   December 2007 - August 2008
Aspen Properties  February 2005 - December 2005
Charles Schwab  1995 - 2005

Skills
Series 7, Series 63, Investments, Mutual Funds, Retirement Planning, Wealth Management, Securities, Retirement, Strategic Financial..., Fixed Annuities, Portfolio Management, FINRA, Asset Allocation, Asset Managment, Options, Financial Advisory, Investment Strategies, Bonds, ETFs, IRAs, Investment Advisory, Variable Annuities, Equities, Life Insurance, Financial Markets, 401k Rollovers, Wealth, Investment Management, Long Term Care Insurance, Series 9, Series 10, Series 66, Series 65, Financial Services

Education
Menlo College   1980 — 1984

Bridgemont High School

Escuela Internacional Sampedrana   1971 — 1976

St Martin's   1970 — 1971

Brian J. Vogel, CFA Brian J. Vogel, CFA Glens Falls, New York Area Details
Brian J. Vogel, CFA's Wells Fargo Investments Experience April 2007 - January 2009
Job Investment Manager at Manchester Capital Management
Industry Investment Management
Experience
Manchester Capital Management  October 2009 - Present
Wells Fargo Investments   April 2007 - January 2009
KeyCorp  February 1999 - April 2007
SM Berger & Company, Inc.   August 1993 - February 1999

Education
Northwestern University - Kellogg School of Management   1991 — 1993
MBA, Finance, Accounting, Strategy

The University of Edinburgh   1988 — 1989
MSc., Scottish Literature

Stanford University   1985 — 1988
BA, English

Pleasant Valley Senior High

Randy Briggs Randy Briggs San Francisco Bay Area Details
Randy Briggs's Wells Fargo Investments Experience 2004 - 2009
Job Senior Product Manager
Industry Financial Services
Experience
Charles Schwab  February 2011 - Present
Charles Schwab  2010 - 2011
Wells Fargo Investments   2004 - 2009
Siebel Systems, Inc.   June 2003 - March 2004
Siebel Systems, Inc.   May 2000 - May 2003
Franklin Templeton Private Client Group   May 1996 - May 2000
Franklin Templeton Private Client Group   May 1991 - May 1996

Skills
Strategy, CRM, Program Management

Education
San Francisco State University
BS

Jared Parks, CFP® Jared Parks, CFP® San Antonio, Texas Area Details
Jared Parks, CFP®'s Wells Fargo Investments Experience 2008 - 2009
Job Financial Advisor at Navy Federal Brokerage Services
Industry Investment Management
Experience
Navy Federal Brokerage Services  2012 - Present
USAA  2010 - 2012
Wells Fargo Investments   2008 - 2009
Wachovia Securities Financial Network  2008 - 2008
A.G. Edwards & Sons, Inc.   2007 - 2008
Davis Advisors  2006 - 2007

Skills
Investments, Retirement Planning, Estate Planning, Series 7, Series 66, Life Insurance, Annuities, Mutual Funds, 529 Plans, Education Planning, 401(k) Rollover

Education
Florida Institute of Technology
Master of Business Administration (MBA)

University of Arizona
BA, Economics

Terry McCarty Terry McCarty Short Hills, New Jersey Details
Terry McCarty's Wells Fargo Investments Experience October 2000 - November 2001
Job Vice President, Fixed Income Trading for SLI Investments at The Silverman Group
Industry Financial Services
Experience
The Silverman Group  February 2015 - Present
Mr Handyman of Mendham, Dover, and, Morristown   November 2013 - January 2015
Wunderlich Securities  November 2010 - October 2013
Fimat USA  November 2001 - November 2010
Wells Fargo Investments   October 2000 - November 2001
Cantor Fitzgerald  November 1991 - September 2000

Skills
Series 7, Series 63, Brokerage, Investments, Electronic Trading, Equities

Education
La Salle University - School of Business Administration   1987 — 1991

Nichol Harris, J.D., C.R.C.M. Nichol Harris, J.D., C.R.C.M. Greater Minneapolis-St. Paul Area Details
Nichol Harris, J.D., C.R.C.M.'s Wells Fargo Investments Experience 2000 - 2002
Job Compliance Examiner at FDIC
Industry Financial Services
Experience
FDIC  May 2009 - Present
Wolters Kluwer Financial Services  July 2005 - May 2009
Advantus   April 2003 - June 2005
Wells Fargo Investments   2000 - 2002
Prudential  1993 - 1996
American Express Financial Advisor   1993 - 1996

Skills
Due Diligence, Loans, Credit, Legal Research, Consumer Lending, Internal Audit, Finance, Financial Analysis, Securities

Education
William Mitchell College of Law   1996 — 2000
juris doctor, Law

University of Minnesota-Twin Cities   1991 — 1993
Bachelors, Political Science, Communication

University of Minnesota Duluth   1989 — 1991
N/A, Political Science, Communication

Colin Coyne Colin Coyne Greater Los Angeles Area Details
Colin Coyne's Wells Fargo Investments Experience March 2002 - December 2003
Job Senior Project Analyst at Capital Group
Industry Financial Services
Experience
Capital Group  June 2015 - Present
Dimensional Fund Advisors  March 2013 - June 2015
Portware LLC  March 2006 - March 2013
UNX  May 2004 - March 2006
First Allied Securities  December 2003 - May 2004
Wells Fargo Investments   March 2002 - December 2003
Wells Fargo Investments   March 1999 - March 2002

Skills
Equities, Options, Trading Systems, Electronic Trading, Market Data, Business Analysis, Strategic Planning, Trading, Customer Relations, Problem Solving, FX, Futures, Order Management, Executive Management, Project Implementation, Software Implementation, Software Project..., Software Training, FIX, Client Service, Building Relationships, Quality Assurance, Software Integration, Business Integration, Data Integration, Hedge Funds, Financial Markets, Asset Management, Process Improvement, Asset Managment, Project Management, Cross Functional Team..., FX Options, Customer Service, Fixed Income, Equity Derivatives, Foreign Exchange, Financial Services, Series 7, Middle Office

Education
Georgetown University

Wayzata

Wayzata

Richard Pfeifer Richard Pfeifer Greater Denver Area Details
Richard Pfeifer's Wells Fargo Investments Experience February 2003 - Present
Job CIMA, Financial Consultant at Wells Fargo Investments
Industry Financial Services
Experience
Wells Fargo Investments   February 2003 - Present
Prudential Securities  March 1994 - January 2003
Dean Witter Reynolds  February 1988 - March 1993
EF Hutton & CO.   March 1984 - February 1988

Education
IRA Retirement Planning   2003 — 2004
Broyles Institute

University of Pennsylvania - The Wharton School   1995 — 1996
CIMA, Portfolio Ananlysis

Metropolitan State University of Denver   1976 — 1980

Robert Lucente Robert Lucente San Francisco Bay Area Details
Robert Lucente's Wells Fargo Investments Experience 2005 - 2006
Job at Fisher Investments
Industry Investment Management
Experience
Fisher Investments  2008 - Present
Wells Fargo Investments   2005 - 2006
Bank of America  1998 - 2005

Skills
Financial Analysis, Asset Management, Portfolio Management, Management, Finance, Wealth Management, Equities, Sales, Fixed Income, Investments, Financial Services, Asset Allocation, Securities, Financial Modeling, Leadership, Mutual Funds, Investment Strategies, Financial Planning, Microsoft Excel, Investment Management, Relationship Management, Investment Advisory, Capital Markets, Retirement Planning, Valuation, Banking, Microsoft Office, Strategy, Financial Markets, Corporate Finance, Financial Advisory, Business Development, Credit, Loans

Education
San Diego State University-California State University   2005 — 2007
Master of Science (MS), Business Administration and Management

San Diego State University-California State University   2003 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Andrea Crump Andrea Crump Bend, Oregon Details
Andrea Crump's Wells Fargo Investments Experience February 2004 - July 2009
Job Associate at Sheppard Wealth
Industry Primary/Secondary Education
Experience
Sheppard Wealth   October 2014 - Present
Andrea's Daycare   January 2010 - September 2014
Wells Fargo Investments   February 2004 - July 2009
Wells Fargo  September 2003 - February 2004

Skills
Customer Service, Credit, Banking, Loans, Mortgage Lending, Microsoft Excel, Investments, Microsoft Office, PowerPoint, Series 7, Sales Management, Financial Analysis, Salesforce.com, Cold Calling, Microsoft Word, Account Management, Marketing, Retail, Financial Services

Education
Oregon State University   1999 — 2003
Bachelor of Business Administration (BBA), Finance, General

Taft High School   1995 — 1999
High School Dipolma

Mary F Powers Mary F Powers Greater Minneapolis-St. Paul Area Details
Mary F Powers's Wells Fargo Investments Experience August 2001 - April 2011
Job Business Analyst | Alternative Investments
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2011 - Present
Wells Fargo Investments   August 2001 - April 2011
Wells Fargo Investments   March 2001 - August 2001
Wells Fargo Investments   November 1999 - March 2001

Skills
Mutual Funds, Account Reconciliation, Bloomberg, Securities, Series 7, Process Improvement, Risk Management, Analysis, Credit, Business Analysis, Equities, Financial Services, FINRA, Finance, Financial Analysis

Education
University of St. Thomas - Opus College of Business   1993 — 1995

Minnesota State University, Mankato   1989 — 1991
Engineering

Eden Prairie High School

Eden Prairie High School

Marian Lee Marian Lee Honolulu, Hawaii Details
Marian Lee's Wells Fargo Investments Experience September 2005 - October 2007
Job Entrepreneur, Owner of Mojo Barbershop & Social Club
Industry Consumer Services
Experience
Mojo Barbershop & Social Club   2011 - Present
D.A. Davidson & Co.   October 2008 - 2009
R.V. Kuhns & Associates   October 2007 - October 2008
Wells Fargo Investments   September 2005 - October 2007
Mercantile  June 2004 - June 2005

Skills
Entrepreneurship, Business Development, Business Strategy, Investments, Banking, Valuation, Portfolio Management, Small Business Marketing, Social Media Marketing, Customer Service

Education
Portland State University   2005 — 2008
M.B.A., Finance

University of Puget Sound   1998 — 2002
B.S., Biology

Bipan Shrestha Bipan Shrestha Greater Minneapolis-St. Paul Area Details
Bipan Shrestha's Wells Fargo Investments Experience June 2009 - December 2010
Job Database Analyst
Industry Computer Software
Experience
Bluestem Brands  January 2011 - December 2013
Wells Fargo Investments   June 2009 - December 2010
3M  March 2008 - June 2009
Bill & Melinda Gates Foundation  July 2007 - March 2008
Bank of Tokyo-Mitsubishi UFJ  January 2007 - July 2007
3M  October 2005 - February 2007

Skills
Microsoft SQL Server, ASP.NET, Databases, SSIS, SDLC, Data Warehousing, T-SQL, C#, Database Design, SQL, SSRS, .NET, AJAX, ETL

Education
Montclair State University

Samantha Gotkin Samantha Gotkin Greater Seattle Area Details
Samantha Gotkin's Wells Fargo Investments Experience September 2005 - September 2006
Job Independent Fundraising Consultant
Industry Fund-Raising
Experience
Independent Fundraising Consultant  April 2015 - Present
JDRF  December 2010 - May 2015
Seattle Housing Authority  September 2006 - September 2008
Wells Fargo Investments   September 2005 - September 2006
University of Washington  January 2004 - June 2005
Seattle Public Schools  August 2003 - December 2004
YMCA of Greater Seattle  February 2002 - February 2004

Skills
Volunteer Management, Strategy, Event Planning, Event Management, Nonprofits, Philanthropy, Fundraising, Management, Fundraisers, Annual Giving, Public Relations, Leadership, Community Development, Strategic Planning, Donor Development, Youth Development, Curriculum Development, Financial Analysis, Financial Management, Program Evaluation, Marketing, Data Management, Systems Analysis

Education
University of Washington   2004 — 2005
Master of Social Work (MSW), Community Development

University of Washington   2002 — 2004
Bachelor of Arts (B.A.), Social Welfare

North Seattle College   2010 — 2011
Certificate of Accountancy, Accounting and Finance

William Kutney William Kutney Greater Minneapolis-St. Paul Area Details
William Kutney's Wells Fargo Investments Experience May 2010 - Present
Job Underwriter V at Wells Fargo Investments
Industry Banking
Experience
Wells Fargo Investments   May 2010 - Present
Bainesbridge Consulting   December 2006 - May 2010
GMAC ResCap  September 2008 - January 2009
American Home Mortgage  June 2006 - December 2006
Aurora Loan Services  February 2004 - June 2006

Skills
Mortgage Lending, Mortgage Banking, Customer Service, Banking, Underwriting, Management, Loan Origination, Credit, Loans, Residential Mortgages

Education
Florida State University   2001 — 2003
Bachelor of Science, Economics

Florida State University

Michael Tennie Michael Tennie Oshkosh, Wisconsin Area Details
Michael Tennie's Wells Fargo Investments Experience 2000 - 2003
Job Sr. Financial Analyst at Schneider National
Industry Transportation/Trucking/Railroad
Experience
Schneider National  Legal Project CoordinatorWells Fargo Investments2000 - 2005
Wells Fargo Investments   2000 - 2003

Skills
Financial Analysis, Pricing, Process Improvement, Operations Management, Forecasting, Budgets, Analysis, Financial Reporting, Accounting, Leadership, Strategic Financial..., Cost Accounting, Supply Chain Management, Customer Service

Education
Marquette University   2002 — 2005
MBA

University of Wisconsin-Madison - School of Business   1996 — 2000
BBA, Finance, Investment, & Banking

Colleen Chlapowski Colleen Chlapowski Billings, Montana Area Details
Colleen Chlapowski's Wells Fargo Investments Experience March 2004 - June 2007
Job Learning & Development Consultant at Wells Fargo Wealth Management Group Affluent Customer Segment
Industry Financial Services
Experience
Wells Fargo Wealth Management Group  June 2007 - Present
Wells Fargo Investments   March 2004 - June 2007
Wells Fargo  January 2003 - March 2004
Wells Fargo  1997 - 2003

Skills
Coaching, Leadership, Financial Services, Finance, Strategic Planning, Series 7, Series 63, Loans, Credit, Wealth Management, Performance Consulting, Sales

Education
Montana State University-Billings   1984 — 1991
Bachelor of Science, Marketing/Management

Gretchen Zigman Gretchen Zigman Greater Minneapolis-St. Paul Area Details
Gretchen Zigman's Wells Fargo Investments Experience 1999 - 2009
Job Control Specialist at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  March 2014 - Present
Wells Fargo Advisors  September 2009 - March 2014
Wells Fargo Investments   1999 - 2009
American Express Financial Advisors  1996 - 1999

Education
Northern Michigan University   1985 — 1989
BS, Business

Mitch Gort Mitch Gort Greater Minneapolis-St. Paul Area Details
Mitch Gort's Wells Fargo Investments Experience May 2004 - April 2008
Job Financial Analyst at Wells Fargo Advisors
Industry Investment Management
Experience
Wells Fargo Advisors  April 2008 - Present
Wells Fargo Investments   May 2004 - April 2008

Skills
Series 7, Uniform Combined State..., Securities, Series 63, FINRA, Investments, Mutual Funds, Equities, Wealth Management, Process Improvement

Education
Saint Mary's University of Minnesota   1996 — 1998
MA

St. Cloud State University   1990 — 1993
BS

Luke Shaver Luke Shaver Greater Denver Area Details
Luke Shaver's Wells Fargo Investments Experience February 2006 - January 2007
Job Sr. Procurement Representative at Lockheed Martin
Industry Defense & Space
Experience
Lockheed Martin  April 2011 - Present
Lockheed Martin  May 2009 - April 2011
Corporate Express  January 2008 - October 2008
Wells Fargo Investments   February 2006 - January 2007
A.G. Edwards & Sons, Inc.   2007 - 2007
Bank of the West  May 2004 - February 2006

Skills
Finance, Microsoft Excel, Procurement Contracts, Facilities Operations, Accounts Payable, Contract Negotiation, Financial Modeling, Metrics, Financial Analysis

Education
University of Northern Colorado   2000 — 2002
Bachelor's degree, Finance

Hastings College   1998 — 2000

Kim Burton Kim Burton Greater Minneapolis-St. Paul Area Details
Kim Burton's Wells Fargo Investments Experience August 1996 - August 1998
Job Vice President Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Corporate Trust  August 1998 - Present
Wells Fargo Investments   August 1996 - August 1998
Wells Fargo  February 1994 - August 1996
Wells Fargo  October 1991 - February 1994
Wells Fargo  April 1990 - October 1991

Skills
Portfolio Management, Trading, Banking, Settlement, Loans, Credit, Securities, Investments, Credit Analysis, Fixed Income, Structured Finance, Relationship Management, Financial Services, Treasury Management, Cash Management, Asset Management, Bonds

Education
Metropolitan State University   2002 — 2004
Finace, Economics

Edison High School   1984 — 1988

Grant Cable Grant Cable Greater Minneapolis-St. Paul Area Details
Grant Cable's Wells Fargo Investments Experience August 2010 - October 2010
Job OTC Operations Analyst at Pine River Capital Management
Industry Investment Management
Experience
Pine River Capital Management  March 2012 - Present
LaCrosse Global Fund Services  October 2010 - March 2012
Wells Fargo Investments   August 2010 - October 2010
Kingland Systems Corporation  January 2010 - May 2010
Merrill Lynch  May 2009 - August 2009

Skills
Hedge Funds, Securities, Derivatives, Bloomberg, Qualitative Research, Data Analysis, FX Derivatives, Fixed Income, Swaps, Interest Rate Swaps, Bloomberg Terminal, Currency, Credit Derivatives, Prime Brokerage, Interest Rate..., Commodity, Emerging Markets

Education
Iowa State University   2006 — 2010
Bachelor of Science, Finance, International Business

Iowa State University - College of Business   2006 — 2010
Bachelor of Science, Finance, International Business

CIMBA - Consortium of Universities for International Studies   2008 — 2008
International Business

Jolene Magedanz Jolene Magedanz St. Cloud, Minnesota Area Details
Jolene Magedanz's Wells Fargo Investments Experience February 2010 - September 2010
Job Sr. Business Systems Analyst at U.S. Bank
Industry Financial Services
Experience
U.S. Bank   May 2013 - Present
U.S. Bank   May 2013 - Present
Cetera Financial Group  April 2012 - May 2013
Digi-Key Corporation  July 2011 - April 2012
Cetera Financial Group  February 2011 - June 2011
Be The Match operated by National Marrow Donor Program  September 2010 - February 2011
Wells Fargo Investments   February 2010 - September 2010
Wolters Kluwer Financial Services  February 2008 - February 2010
Wolters Kluwer Financial Services  July 2006 - February 2008
Wolters Kluwer Financial Services  November 2004 - July 2006

Skills
Requirements Analysis, Business Requirements, Requirements Gathering, Business Analysis, SDLC, Analysis, SharePoint, Software Documentation, Software Development, Visio, Product Management, Web Content Management, Data Mapping, Documentation, SQL, Agile Methodologies, CaliberRM, Agile, Scrum, Agile & Waterfall..., Iterative Methodologies, Documentum, ISAPI, Web Design, Akamai, Oracle SQL, PowerDesigner, Sparx Enterprise..., ClearCase, Adobe SiteCatalyst, Salesforce.com, LivePerson Chat

Education
University of Saint Thomas   2008 — 2013
Master's degree, Software Engineering

Hennepin Technical College   2001 — 2005
AA, Visual Basic Programming

University of Minnesota-Twin Cities   1987 — 1993
BS, Chemistry

Marshall High School
Diploma

Jane Luciano Jane Luciano Houston, Texas Area Details
Jane Luciano's Wells Fargo Investments Experience January 2003 - January 2006
Job Ultrasonographer at Baylor College of Medicine Urology
Industry Hospital & Health Care
Experience
Baylor College of Medicine  December 2012 - Present
OUR LADY OF LOURDES OUTREACH LABORATORY   March 2011 - December 2012
SONOGRAPHERS-ON-SITE   July 2009 - December 2012
CAZ INVESTMENTS  April 2007 - November 2007
J.P. MORGAN PRIVATE CLIENTS SERVICES   January 2006 - January 2007
Wells Fargo Investments   January 2003 - January 2006

Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Research, Public Speaking, Cpr Certified, Healthcare, Teamwork, Medical Terminology, Photoshop, Social Media, Windows, Access

Education
Sanford Brown College   2007 — 2009
Certificate, Diagnostic Medical Sonography

Louisiana State University   1999 — 2003
Bachelor of Science, Business Marketing

Donna Griffith Donna Griffith Washington D.C. Metro Area Details
Donna Griffith's Wells Fargo Investments Experience June 2008 - August 2008
Job Contracting Officer at the US Department of Defense
Industry Logistics and Supply Chain
Experience
US Department of Defense  July 2012 - Present
United States Department of Defense  August 2009 - July 2012
Nasuti + Hinkle CREATIVE THINKING  March 2009 - May 2009
Wells Fargo Investments   June 2008 - August 2008
Booz Allen Hamilton  January 2008 - June 2008
Wells Fargo Financial  June 2002 - August 2007
MBNA  April 1997 - January 2002

Skills
Strategy, Training, Recruiting, Budgets, Forecasting, Marketing, Sales, Integrated Marketing, Portfolio Management, Credit, Financial Services, Time Management, Healthcare, Government Contracting, Strategic Planning, Policy

Education
Howard University   2007 — 2009
MBA, Marketing

Howard University   1998 — 2002
BBA, Marketing

Sara Schoen Sara Schoen Greater Minneapolis-St. Paul Area Details
Sara Schoen's Wells Fargo Investments Experience January 2007 - Present
Job Training Coordinator at University of Minnesota
Industry Investment Banking
Experience
University of Minnesota  January 2011 - Present
Wells Fargo Investments   January 2007 - Present
Wells Fargo Investments   June 2005 - Present
Wells Fargo  August 2005 - February 2011
Wells Fargo Investments   May 2007 - January 2011
Wells Fargo Investments   November 2005 - June 2007
Wealth Management Group Contact Center   November 2005 - June 2007
Minneapolis Public Schools  August 1997 - September 2005
Minneapolis Public Schools  August 1997 - June 2005
Patrick Henry High School  January 1997 - January 2005

Skills
Coaching, Training, Instructional Design

Education
State of Minnesota   2011 — 2013
Teaching License, Social studies and mathematics

Grinnell College   1992 — 1997
BA, Sociology

Grinnell College   1992 — 1996
Bachelors of Arts, Concentration in mathematics

Grinnell College   1992 — 1996
BA, Sociology; Education; Concentration in Mathematics

University of Minnesota-Twin Cities

Ernie Alamillo Ernie Alamillo San Francisco Bay Area Details
Ernie Alamillo's Wells Fargo Investments Experience June 2000 - September 2006
Job Senior Financial Advisor at UnionBanc Investment Services
Industry Financial Services
Experience
UnionBanc Investment Services  March 2009 - Present
Merrill Lynch  September 2006 - December 2008
Wells Fargo Investments   June 2000 - September 2006
Citigroup  1995 - 2000

Education
Pepperdine University
Bachelor's, Business Administration

Ken Bigler Ken Bigler Phoenix, Arizona Area Details
Ken Bigler's Wells Fargo Investments Experience 1995 - 1997
Job Vendor Management
Industry Financial Services
Experience
Charles Schwab  October 2006 - Present
Wells Fargo Investments   1995 - 1997

Skills
Banking, Wealth Management, Business Analysis, Customer Service, Microsoft Office, Strategic Planning, Process Improvement, Investments, Risk Management, Series 7, Alternative Investments, Equities, Financial Analysis, Performance Management, Relationship Management, Team Leadership

Education
Northern Arizona University

Milagros Gutierrez-Shetty Milagros Gutierrez-Shetty Greater New York City Area Details
Milagros Gutierrez-Shetty's Wells Fargo Investments Experience October 2010 - January 2013
Job Licensed PBWells Fargo Advisors at Wells Fargo Investments
Industry Banking
Experience
Wells Fargo Investments   October 2010 - January 2013
Chase  July 2008 - September 2010
WaMu  April 2007 - July 2008

Skills
Investments, Asset Management, Banking, Financial Analysis, Financial Modeling, Management Consulting, Portfolio Management, Strategic Financial..., Equities, Corporate Finance, Securities, Bloomberg, Business Analysis, Leadership, Marketing Strategy

Education
New York University
Certificate in Business Management

Universidad Peruana de Ciencias Aplicadas
Finance/Business

Kari Yang Kari Yang Greater Minneapolis-St. Paul Area Details
Kari Yang's Wells Fargo Investments Experience January 2007 - February 2008
Job at
Industry Internet
Experience
Prime Therapeutics  June 2015 - Present
Prime Therapeutics  October 2013 - June 2015
Kari Yang   May 2009 - October 2013
Wells Fargo Investments   January 2007 - February 2008
Hartford Mutual Funds  February 2005 - December 2006
A.G. Edwards & Sons, Inc.   January 2004 - November 2004

Skills
Photoshop, CSS, Flash Animation, DHTML, SEO, Social Media Consulting, Digital Photography, Final Cut Pro, ActionScript, XHTML, Illustrator, Microsoft Office, Project Planning, Video Editing, Mac, Social Networking, Graphics, Logo Design, Website Development, Flash, Graphic Design, Advertising, Photography, InDesign, Web Design, WordPress

Education
Metropolitan State University   2015 — 2016
Master’s Degree, Technical Communication

Robian Lemmons Robian Lemmons Williston, North Dakota Details
Robian Lemmons's Wells Fargo Investments Experience February 2006 - December 2007
Job Project Technition
Industry Oil & Energy
Experience
Jones Contractors, Inc.   July 2013 - Present
North Star Energy & Construction, LLC   June 2012 - April 2013
North Star Energy & Construction   November 2011 - June 2012
Wells Fargo Home Mortgage  January 2011 - March 2012
Wells Fargo Securities  August 2008 - May 2011
Wells Fargo IBS   August 2008 - October 2009
Wells Fargo Investments   February 2006 - December 2007
Xcel Energy  April 2007 - October 2007
North Central University  September 2003 - April 2007

Skills
Leadership, Sales, Microsoft Excel, Analysis, Real Estate, Operations Management, Management, Leadership Development, Public Speaking, Investments

Education
North Central University   2005 — 2008
BS, Business Administration

St. Catherine University   2005 — 2006
Associates, Nursing

New Auburn High School   1998 — 2001
HS Diploma

Monica Joffre Monica Joffre Phoenix, Arizona Area Details
Monica Joffre's Wells Fargo Investments Experience 2002 - 2009
Job Estate Distribution Team at Charles Schwab & Co. Inc.
Industry Financial Services
Experience
Charles Schwab & Co. Inc.   November 2009 - Present
Wells Fargo Investments   2002 - 2009
Charles Schwab  1994 - 2001

Education
Northern Illinois University   1977 — 1981
BS, Political Science & Economics

Lawrence Denny Lawrence Denny Greater Minneapolis-St. Paul Area Details
Lawrence Denny's Wells Fargo Investments Experience Financial AdvisorWells Fargo Private Client Services1996 - Present
Job Financial Consultant at Wells Fargo Investments
Industry Financial Services
Experience
Wells Fargo Investments   Financial AdvisorWells Fargo Private Client Services1996 - Present

Education
Minnesota State University, Mankato   1988 — 1993
Finance, Business

Minnesota State University, Mankato   1988 — 1993
Finance, Business

Shqipe Emrullahi Latifi, CPA, MBA Shqipe Emrullahi Latifi, CPA, MBA Greater Minneapolis-St. Paul Area Details
Shqipe Emrullahi Latifi, CPA, MBA's Wells Fargo Investments Experience October 2009 - August 2010
Job Senior Accountant at Wells Fargo Corporate Controllers
Industry Financial Services
Experience
Wells Fargo Corporate Controllers   April 2013 - Present
Wells Fargo Global Fund Services  August 2010 - March 2013
Wells Fargo Investments   October 2009 - August 2010
Wells Fargo Home Mortgage  February 2008 - December 2008
Metropolitan State University  April 2005 - April 2008
Jani-King  December 2006 - January 2008

Skills
Financial Analysis, Finance, Budgets, Process Improvement, Accounting, Financial Modeling, Analysis, Investments, Corporate Finance, Auditing, Marketing, Internal Controls, Hedge Funds, Equities,..., Risk Management, Financial Reporting, Account Reconciliation, Fund Accounting, P&L..., Fixed Income, ..., GAAP, Accruals,..., SOX 404, COSO Framework, FATCA, Microsoft Excel

Education
Saint Mary's University of Minnesota   2009 — 2010
Master's in Business Administration (MBA), Finance, Accounting, Management

Metropolitan State University   2004 — 2007
Bachelor of Science, Finance

Minnesota Board of Accountancy
Certified Public Accountant

Edward So Edward So San Francisco Bay Area Details
Edward So's Wells Fargo Investments Experience 2002 - 2008
Job Managing Director at Golden State Advisors
Industry Financial Services
Experience
Golden State Advisors   March 2008 - Present
Wells Fargo Investments   2002 - 2008
Prudential Securities  1999 - 2002
Charles Schwab  1995 - 1999

Skills
Restricted Stock, 10b5-1 Plans, Employee Stock Options, RSU, Charitable Gift Fund, Charitable Remainder..., Tax Efficient Investing, International Investing, Portfolio Management, Asset Allocation, Stocks, Bonds, Mutual Funds, Wealth Management, Gifting Strategies, Start-ups, Real Estate, Life Insurance, Long Term Care Insurance, Investment Strategies

Education
San Francisco State University   1995 — 1997
MBA, FINANCE

Alexander Mitra Alexander Mitra San Francisco, California Details
Alexander Mitra's Wells Fargo Investments Experience 2010 - 2010
Job Manager, Public Policy and Small Business at San Francisco Chamber of Commerce
Industry Government Relations
Experience
San Francisco Chamber of Commerce  September 2014 - Present
California State Senate  January 2014 - October 2014
San Francisco Young Democrats   January 2012 - January 2014
California State Senate  July 2010 - January 2014
San Francisco Young Democrats   2010 - 2011
Wells Fargo Investments   2010 - 2010
Wells Fargo  May 2009 - August 2009
University of California, Hastings College of the Law  May 2008 - August 2008

Skills
Politics, Community Outreach, Event Planning, Public Policy, Policy Analysis, Fundraising, Political Campaigns, Government, Coalitions, Legislative Relations, Legislation, Community Organizing, Grassroots Organizing, Community Development, Political Consulting, Grassroots

Education
Humboldt State University   2006 — 2010
Bachelor of Arts (B.A.), Economics

Lowell   2001 — 2005

Bethany L. Rucker Bethany L. Rucker Greater Seattle Area Details
Bethany L. Rucker's Wells Fargo Investments Experience March 2007 - April 2010
Job Business Analysis Manager
Industry Computer Software
Experience
T-Mobile  August 2015 - Present
Red Dog Interactive, Inc.   September 2011 - August 2015
Wells Fargo Investments   March 2007 - April 2010
Wells Fargo Bank  September 2004 - March 2007

Skills
Financial Analysis, Cross-functional Team..., Data Analysis, Finance, Analysis, Budgets, Forecasting, Accounting, Leadership, Investments, Sales, Analytics, Microsoft Excel, Project Management, Process Management, Executive Reporting, C-Level Executive..., Quantitative Research, Qualitative Research, Marketing Analytics, Sales Analysis, Compensation Strategies, Business Development, Credit Analysis, Relationship Management, Relationship Marketing, Treasury Management, Reporting & Analysis, Performance Reporting, Ad Hoc Reporting, KPI Reports, PowerPoint, SQL, Commercial Banking, Sales Process, Sales Operations, Employee Training, Personality Styles, Knowledge Sharing, Banking, CRM, Managerial Finance, Macroeconomics, Music History, Music Theory, Flute, Public Speaking, Program Management, Marketing, Nonprofits

Education
University of Washington, Michael G. Foster School of Business   2008 — 2011
MBA, Finance Emphasis

Rice University   1999 — 2002
MMus, Musicology

Maxwell Cooperman Maxwell Cooperman Greater St. Louis Area Details
Maxwell Cooperman's Wells Fargo Investments Experience 1980 - Present
Job Director; Private Client Group Finance at Wells Fargo Investments
Industry Financial Services
Experience
Wells Fargo Advisors  2008 - Present
Wells Fargo Investments   1980 - Present

Education
Occidental College
BA, Economics

Kathy Christian Kathy Christian Houston, Texas Area Details
Kathy Christian's Wells Fargo Investments Experience 1995 - 2001
Job Managing Associate
Industry Financial Services
Experience
Wealth Development Strategies, LLC   September 2013 - Present
BBVA Compass Investment Solutions  January 2011 - February 2013
Legacy Financial Partners  September 2009 - January 2011
The Guardian Life Insurance Company of America  September 2009 - January 2011
BBVA Compass  August 2005 - September 2009
Smith Barney  June 2000 - July 2005
Wells Fargo Investments   1995 - 2001

Skills
Series 7, Series 24, Series 63

Education
Oklahoma State University   1981 — 1983
BA, Management Science and Computer Programming

Syracuse University

Kendra Meyer Kendra Meyer United States Details
Kendra Meyer's Wells Fargo Investments Experience November 2010 - December 2011
Job Pricing Analyst at Amerirprise
Industry Financial Services
Experience
Ameriprise - Columbia Management   April 2012 - Present
Ameriprise Financial  December 2011 - April 2012
Wells Fargo Investments   November 2010 - December 2011
Wells Fargo Investments   March 2010 - December 2011
Activar   November 2009 - March 2010

Skills
Microsoft Office, Statistics, Accounting, Customer Service, Corporate Finance, Financial Analysis, Business Transformation, Bloomberg, Microsoft Excel, Mutual Funds, Investments, Securities, Financial Goals, Asset Allocation, Pricing, Fixed Income, Finance, Mathematics, Financial Modeling, Equities, Bonds

Education
Minot State University   2004 — 2009
Bachelor of Science, Mathematics and Finance

David Busch David Busch Tempe, Arizona Details
David Busch's Wells Fargo Investments Experience August 2003 - May 2005
Job Portfolio Manager at Silicon Valley Bank
Industry Banking
Experience
Silicon Valley Bank  June 2015 - Present
Citizens Bank  June 2005 - May 2015
Wells Fargo Investments   August 2003 - May 2005
Wells Fargo Investments   September 2000 - August 2003

Skills
Fixed Income Portfolio..., Asset/ Liability..., Wholesale Funding, Financial Accounting, ALM, Liquidity Management, Fixed Income, Interest Rate Risk..., Treasury, MBS, Accounting, Bloomberg, Investments, Bonds, Portfolio Management, Financial Modeling

Education
Graduate School of Banking At Colorado   2013 — 2014

New Mexico Highlands University   2002 — 2005
Bachelors, Accounting

Bob Vollmar Bob Vollmar Minneapolis, Minnesota Details
Bob Vollmar's Wells Fargo Investments Experience June 2000 - February 2006
Job Sr Controls Consultant at Allianz Life
Industry Financial Services
Experience
Allianz Life  April 2012 - Present
The Hartford  June 2007 - March 2012
Wells Fargo Investments   June 2000 - February 2006
Wells Fargo  2000 - 2005

Skills
Compliance, Mutual Funds, Securities, Series 24, Series 6, Series 63, Investments, Financial Services, Risk Management, FINRA, AML, Retirement, Fixed Annuities, Equities, Prime Brokerage, Hedge Funds, 401k, Alternative Investments, Fixed Income, Banking, Insurance, Strategic Financial..., Wealth Management

Education
William Mitchell College of Law   2002 — 2006
Juris Doctorate, Law

University of Wisconsin-Madison   1992 — 1997
Bachelors of Science, Biological Psychology

Rachelle Richardson Rachelle Richardson Greater Seattle Area Details
Rachelle Richardson's Wells Fargo Investments Experience September 2008 - August 2012
Job Aircraft Dispatch
Industry Airlines/Aviation
Experience
Endeavor Air  May 2015 - Present
Wells Fargo Investments   September 2008 - August 2012
Boutique manhattan   January 2005 - June 2008
WM Financial  July 2004 - March 2005

Skills
Aviation, Flight Dispatch

Education
University of Washington   1989 — 1994
Bachelor's Degree, History

Green River Community College

Nazeea Rahman, MBA Nazeea Rahman, MBA Greater New York City Area Details
Nazeea Rahman, MBA's Wells Fargo Investments Experience January 2010 - May 2013
Job Hedge Fund Operations Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  July 2013 - Present
Wells Fargo Investments   January 2010 - May 2013
Bankers Trust  January 2008 - December 2009

Skills
Finance, Investments, Financial Modeling, Financial Analysis, Banking, Risk Management, Portfolio Management, Securities, Business Analysis, Credit, MS Excel Pivot Tables, Account Reconciliation, Process Improvement, Investment Banking, Hedge Funds, Cash Management, Operational Due..., Alternative Investments, Mutual Funds, Private Equity, Trade Compliance

Education
Southern Connecticut State University   2011 — 2013
MBA

Minnesota State University, Moorhead   2005 — 2009
Bachelor of Science (B.S.)

Tina Weiss Tina Weiss Westminster, Colorado Details
Tina Weiss's Wells Fargo Investments Experience September 2008 - August 2009
Job Community Manager at Community Development Inc
Industry Management Consulting
Experience
Associa  April 2013 - July 2015
Wells Fargo Advisors  July 2011 - July 2012
Wells Fargo Home Mortgage  November 2010 - July 2011
Wells Fargo Investments LLC  August 2009 - November 2010
Wells Fargo Investments   September 2008 - August 2009
Wells Fargo Bank  January 2007 - September 2008

Skills
Series 7, Microsoft Office, Microsoft Excel, Microsoft Word, Brokerage, Operational Excellence, Customer Satisfaction, Analysis, Investments, Banking, Process Improvement, Leadership, Customer Service, Mutual Funds, Securities, Operations Management, Risk Management, Account Reconciliation, Financial Services, FINRA

Education
Rasmussen College-Minnesota   2011 — 2012
Business Management

St. Cloud State University   2004 — 2006
General Courses

Sarah Craven Sarah Craven Greater Minneapolis-St. Paul Area Details
Sarah Craven's Wells Fargo Investments Experience March 1996 - November 2002
Job Public Defender at State of Minnesota
Industry Law Practice
Experience
State of Minnesota  October 2014 - Present
State of Minnesota  October 2012 - September 2014
Energizer  June 2012 - October 2012
State of Minnesota  December 2007 - September 2010
Peterson, Engberg & Peterson   December 2005 - July 2006
Wells Fargo Investments   March 1996 - November 2002

Education
Washington University School of Law   2011 — 2012
LL.M., Intellectual Property

William Mitchell College of Law   2003 — 2007
J.D.

Metropolitan State University   2000 — 2002
Bachelor of Arts, Organizational Communications

Lina Razar Lina Razar Greater Minneapolis-St. Paul Area Details
Lina Razar's Wells Fargo Investments Experience April 2010 - May 2011
Job Security Operations Service Specialist at Wells Fargo Investments
Industry Financial Services
Experience
Wells Fargo Investments   April 2010 - May 2011
H&R Block  November 2009 - April 2010

Skills
Financial Analysis

Education
Hamline University   2010 — 2011
MBA, Finance

Matthew Pasquinelli Matthew Pasquinelli Phoenix, Arizona Area Details
Matthew Pasquinelli's Wells Fargo Investments Experience 1999 - 2002
Job Business Relationship Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo  January 2014 - Present
Wells Fargo Bank  2004 - January 2014
Wells Fargo Bank  2008 - 2008
Wells Fargo Bank  2002 - 2004
Wells Fargo Investments   1999 - 2002

Skills
Series 7, Credit, Cross Selling, Loans, Investments, Banking, Branch Banking, Retail Banking, Finance, Small Business Lending, Wealth Management, Lines Of Credit, Commercial Lending, Mortgage Lending, Consumer Lending

Education
Northern Arizona University, College of Business Administration   1994 — 1996
Finance

Grosse Pointe South   1988 — 1991

Greg Putnam Greg Putnam Greater Minneapolis-St. Paul Area Details
Greg Putnam's Wells Fargo Investments Experience March 2001 - June 2012
Job Hallmark Business Connections
Industry Financial Services
Experience
Minneapolis area   April 2015 - Present
Facet Technology  February 2015 - 2015
Wells Fargo Insurance Services  February 2013 - August 2014
Wells Fargo Investments   March 2001 - June 2012
AEI ELECTRONICS, INC.   1994 - 1997
US Navy  August 1977 - August 1983

Skills
Teamwork, Electronics Repair, Investments, Pattern Recognition, Insurance, Asset Management, Process Improvement, Financial Services, Accounting, Business Process..., Microsoft Excel, Financial Risk, Requirements Gathering, Organizational..., Wealth Management, Retirement, Team Building, Change Management, Financial Analysis

Education
Normandale Community College   1983 — 1989
Associate of Arts, Liberal Arts and Sciences, General Studies and Humanities

Tidewater Community College   1982 — 1983

Southwest High

Shah Arafat Shah Arafat Greater Minneapolis-St. Paul Area Details
Shah Arafat's Wells Fargo Investments Experience January 2010 - August 2010
Job Senior Project Manager at Delta Air Lines
Industry Financial Services
Experience
Delta Air Lines  July 2012 - Present
Ameriprise Financial Services, Inc.   August 2011 - June 2012
Wells Fargo  August 2010 - May 2011
Wells Fargo Investments   January 2010 - August 2010
JP Morgan Chase  August 2007 - December 2009
Oracle  November 2005 - July 2007
Kaiser Permanente  May 2003 - October 2005

Skills
Quality Assurance, Integration, Databases, Testing, User Acceptance Testing, Business Intelligence, SDLC, PMO, Project Management, Scrum, Oracle, Cross-functional Team..., Business Analysis, Software Development, Software Documentation, SQL, Process Improvement, Project Delivery, CRM, ERP, Analysis, Business Requirements, Change Management

Education
Minnesota State University, Mankato   2000 — 2003
Management Information and System, Business, Computer Science, Math and Speech Communication

Faujdarhat Cadet College

University of Phoenix

Chau Lam Chau Lam San Jose, California Details
Chau Lam's Wells Fargo Investments Experience February 1999 - September 2011
Job Relationship Manager
Industry Financial Services
Experience
Citi  April 2012 - Present
Wells Fargo  October 2011 - March 2012
Wells Fargo Investments   February 1999 - September 2011
Wells Fargo Investments   June 1996 - January 1999
Wells Fargo Bank  March 1995 - May 1996
Wells Fargo Bank  November 1991 - March 1995
Wells Fargo  June 1989 - October 1992

Skills
Investment Banking, Series 7, Portfolio Management, Investments, Loans, Fixed Income, Institutional, Securities, Banking, Treasury Management, Credit, Account Management, Bonds, Series 66, Trading, Relationship Management

Education
Minnesota State University, Moorhead   1984 — 1989
Bachelor of Science, Business Adm./Finance and International Business

Kevin J Spohn Kevin J Spohn Minneapolis, Minnesota Details
Kevin J Spohn's Wells Fargo Investments Experience 2007 - February 2011
Job Financial Operations Analyst
Industry Financial Services
Experience
Amerprise   October 2013 - Present
Wells Fargo - Trust Operations  July 2012 - April 2013
Wells Fargo Investments   2007 - February 2011
Wells Fargo Investments   2003 - 2006
Wells Fargo Investments   2001 - 2003
Wells Fargo Investments   2000 - 2003
Ziegler Thrift Trading   1985 - 1998

Skills
Automation, Hyperion, Compliance, Process Improvement, Analysis, Operations Management, Hyperion Enterprise, Securities, Financial Services, Investments, Banking, Software Documentation, Mutual Funds, Risk Management

Education
North Hennepin Community College   1981 — 1982
Accounting, Art

evan reiber evan reiber Greater Seattle Area Details
evan reiber's Wells Fargo Investments Experience 2008 - 2011
Job Principle UI Engineer at Hitachi Data Systems
Industry Computer Software
Experience
Hitachi Data Systems  2010 - Present
Wells Fargo Investments   2008 - 2011

Education
Macalester College   1991 — 1996
BA, Art and Philosophy

Veronica Ellingworth Veronica Ellingworth Janesville/Beloit, Wisconsin Area Details
Veronica Ellingworth's Wells Fargo Investments Experience August 2005 - May 2006
Job Mental Health Care Professional
Industry Mental Health Care
Experience
Crossroads Counseling Center  September 2012 - Present
The Madison Club  October 2007 - Present
STOUGHTON SCHOOL DISTRICT   October 2007 - Present
WISCONSIN DEPT. OF CORRECTIONS   February 2008 - October 2009
CREEKVIEW PAR THREE   June 2007 - October 2007
Wells Fargo Investments   August 2005 - May 2006
Wisconsin Union  January 2005 - May 2006
WISCONSIN LIBRARY SERVICES   January 2005 - May 2006

Education
UW-Whitewater   2010 — 2013
M.S., Counseling, AODA, Trauma

University of Wisconsin
Bachelor of Arts, Biological Aspects

University of Wisconsin
Masters of Science, CounselingIntended

Madison Area Technical College
Liberal Arts Transfer; Abnormal Psychology, Developmental Psychology, Basic Statistics

Dominik Szady Dominik Szady Greater Milwaukee Area Details
Dominik Szady's Wells Fargo Investments Experience February 2008 - Present
Job Trader at Wells Fargo Investments
Industry Financial Services
Experience
Wells Fargo Investments   February 2008 - Present
Wells Fargo Home Mortgage  December 2006 - January 2008
Washington Mutual  July 2003 - January 2008

Skills
Equities, Trading, ETFs, Trading Systems, Investments, Mutual Funds, Financial Markets, FX, Separately Managed..., Mortgage, Asset Managment, Portfolio Management, Investment Strategies

Education
Marquette University   2000 — 2003
BS, Finance, Economics and Information Technology, 3.9

University of Wisconsin-Barron County   1998 — 2000
Associate of Arts and Sciences (AAS), Business Administration and Management, General, 4.0

Matthew Parrow Matthew Parrow Minneapolis, Minnesota Details
Matthew Parrow's Wells Fargo Investments Experience July 2000 - September 2008
Job Financial Services Professional
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2010 - 2012
US Bancorp Investments  September 2008 - September 2010
Wells Fargo Investments   July 2000 - September 2008

Education
Minneapolis Business College   1987 — 1988
Accounting

Chad Lukens Chad Lukens Minneapolis, Minnesota Details
Chad Lukens's Wells Fargo Investments Experience February 2004 - February 2011
Job Recent nontraditional political science MA student
Industry International Affairs
Experience
GE Capital  October 2013 - Present
Wells Fargo Investments   February 2004 - February 2011
Wells Fargo Investments (temp via Pro staff)   August 2002 - February 2004
Faegre & Benson LLP  October 1999 - August 2001

Skills
Retirement Planning, Retirement, IRAs, 401k, Public Policy, Policy Analysis, Research, Public Speaking, Political Campaigns, International Law, Legal Research, Legal Writing, Homeland Security, International Relations, Comparative Politics, Roth IRA, History, Investments, Federal Government, Constitutional Law, Foreign Policy, Arctic, Peace Studies, Middle East, African development, Russian politics, Office Administration, Case Studies, Environmental Policy, Chinese politics, European politics, Legal Documents

Education
The University of South Dakota   2011 — 2013
Master of Arts (MA), Political Science and Government, 4.0 GPA

Hamline University School of Law   2001 — 2002
one year attended, Law

Winona State University   1994 — 1999
Bachelor of Arts (B.A.), Political Science and Government, Cum Laude

RR mm RR mm Tampa, Florida Details
RR mm's Wells Fargo Investments Experience June 2005 - January 2008
Job SVP, Portfolio and Asset Management
Industry Computer Software
Experience
Prudential Investments  April 2011 - Present
Greenwich Capital  August 2010 - April 2012
Noor Bank, Dubai, UAE   January 2008 - November 2008
Wells Fargo Investments   June 2005 - January 2008
Credit Suisse  October 2004 - September 2006
JP Morgan Capital Partners   June 1998 - April 2001
JP Morgan Capital Partners   September 1996 - June 1998

Skills
Analytics, Big Data, Data Analysis, Data Warehousing, Data Mining, Data Modeling, Data Cleaning, Data Conversion

Education
Illinois Institute of Technology   1992 — 1996

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