Wells Fargo Investments

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Wells Fargo Investments Employees

Employee
Years
Job
Industry
Michelle Privitera Michelle Privitera San Francisco Bay Area Details
Michelle Privitera's Wells Fargo Investments Experience 2001 - 2007
Job VP Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab  2013 - Present
Northwestern Mutual  2012 - 2013
Wells Fargo Funds  2009 - 2011
AXA Distributors  2007 - 2009
Wells Fargo Investments   2001 - 2007
Franklin Templeton Resources   1992 - 2001

Skills
Mutual Funds, Customer Relations, Strategic Planning, Sales Support, Annuity, FINRA, Annuities, Consultative Selling, Wealth Management, Securities, Fixed Annuities, Series 7, Customer Service, Sales Operations, Selling, Asset Managment, Financial Services

Education
San Francisco State University

Laurie Turley Laurie Turley Phoenix, Arizona Area Details
Laurie Turley's Wells Fargo Investments Experience September 2004 - August 2009
Job Vice President at Trajan Wealth, L.L.C.
Industry Financial Services
Experience
Trajan Wealth, L.L.C.   August 2009 - Present
Wells Fargo Investments   September 2004 - August 2009
Wells Fargo Bank  July 2005 - March 2009
Wells Fargo Bank  June 2003 - July 2005
Wells Fargo Bank  June 2003 - July 2005
Provident Bank  August 2001 - May 2003
Provident Bank  August 2001 - May 2003
Red Capital Markets   August 2001 - May 2003
Northwestern Mutual  May 2000 - July 2001

Skills
Uniform Combined State..., Finance, Series 7, Retirement Planning, Strategic Financial..., Securities, Loans, Management, Financial Analysis, Financial Advisory, Series 63, 401k, Asset Allocation, Mutual Funds

Education
University of Florida   1996 — 2000
Bachelor of Science (BS), Finance

University of Florida - Warrington College of Business Administration   1996 — 2000
BS, Finance

John Vreeburg, CFP® John Vreeburg, CFP® San Diego, California Details
John Vreeburg, CFP®'s Wells Fargo Investments Experience October 1997 - March 2003
Job Vice President/Financial Advisor at Crowell, Weedon & Co., a division of D.A. Davidson & Co.
Industry Investment Management
Experience
Crowell, Weedon & Co., a division of D.A. Davidson & Co.   January 2009 - Present
Rancho Santa Fe Historical Society   January 2005 - Present
Financial Planning Association of San Diego   January 2014 - December 2014
Banc of America Investment Services  March 2003 - 2009
Wells Fargo Investments   October 1997 - March 2003
Smith Barney  1989 - 1997

Skills
Wealth Management, Strategic Financial..., Retirement Planning, Estate Planning, Retirement, Finance, Securities, Financial Advisory, Insurance, Wealth, Wealth Management..., High Net Worth...

Education
College of Financial Planning   2003 — 2004
CFP Certification Professional Education Programs, Certified Financial Planner Designation

State University of New York College at Fredonia   1979 — 1983
BA, Economics

Mark Anthony Olivo, MBA Mark Anthony Olivo, MBA Austin, Texas Area Details
Mark Anthony Olivo, MBA's Wells Fargo Investments Experience January 2011 - December 2011
Job Dedicated Finance Professional · Community Engaged · Entrepreneur
Industry Financial Services
Experience
Upbring  June 2013 - Present
National Society of Hispanic MBAs (NSHMBA)   March 2015 - Present
Bridgepoint Consulting, LLC  January 2012 - May 2013
Wells Fargo Investments   January 2011 - December 2011
Wells Fargo Bank  February 2010 - December 2010
Olive Tree Books   May 2005 - October 2010
Grande Communications Networks LLC  August 2009 - December 2009
Applied Materials  November 2006 - August 2009
URS Corporation  December 2003 - July 2006

Skills
Accounting, Finance, Analysis, Financial Reporting, Accounts Payable, Fixed Assets, Data Analysis, Business Strategy, Leadership, Access, SAP, PeopleSoft, PowerPoint, Outlook, Microsoft Office, Technical Writing, Financial Analysis, Account Reconciliation, Business Analysis, Strategic Planning, Process Improvement, Management, Corporate Finance, Financial Modeling, Variance Analysis, Managerial Finance, Strategic Financial..., Excel, Word, Editing, Economics, Writing, Lotus Notes, Budgeting, Spreadsheets, Change Management, SharePoint, Microsoft Word, JD Edwards, Windows, SAP R/3, Cash Flow, VBA, Journal Entries, Administration, Financial Planning, Public Speaking, Python, Forecasting, Investment Management

Education
St. Edward's University   2011 — 2013
MASTER; MBA, BUSINESS ADMINISTRATION, 3.75

St. Edward's University   2005 — 2007
BACHELOR OF ARTS, ECONOMICS, 3.43

Lauren E. Massie Lauren E. Massie Greater Minneapolis-St. Paul Area Details
Lauren E. Massie's Wells Fargo Investments Experience June 2011 - August 2011
Job Manager, Client Leadership at The Mars Agency
Industry Marketing and Advertising
Experience
The Mars Agency  February 2014 - Present
The Mars Agency  February 2013 - January 2014
The Mars Agency  August 2011 - January 2013
Wells Fargo Investments   June 2011 - August 2011
Crowell, Weedon & Co.   January 2011 - May 2011
Columbus Vegetable Oils  June 2010 - December 2010
Crowell, Weedon & Co.   July 2008 - August 2008

Skills
Marketing, Shopper Marketing, Accounting, PowerPoint, Social Media, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Customer Service, Google Chrome, Finance, Time Management, Leadership, Advertising, Product Promotion

Education
Miami University - Farmer School of Business   2006 — 2010
Bachelor of Science, Accounting

University of Louisville   2008 — 2008

Edina High School   2002 — 2006

Kay Schroeder Kay Schroeder Houston, Texas Area Details
Kay Schroeder's Wells Fargo Investments Experience October 2003 - March 2010
Job Manufacturer's Representative
Industry Oil & Energy
Experience
MJ Systems  August 2012 - Present
Morgan Stanley Smith Barney  March 2010 - July 2012
Wells Fargo Investments   October 2003 - March 2010
Wells Fargo Insurance Services  October 2001 - March 2003
HD Vest (Formerly a Wells Fargo Company)   December 1998 - October 2001
Mutual of Omaha  December 1995 - October 1998

Skills
Life & Health Insurance..., Series 7, Series 24, Series 66, Series 31, CRPC Designation, Uniform Combined State..., Customer Service, Project Planning, Program Management, Insurance, Strategic Financial..., Business Planning, Budgets, Retirement Planning, CRM, Banking, Management, Portfolio Management, Finance, Mutual Funds, Leadership, Financial Analysis, Business Development, FINRA, New Business Development, Financial Planning

Education
Texas A&M University   1992 — 1995
BBA, International Marketing

Adam Smith, CFP®, ChFC® Adam Smith, CFP®, ChFC® Angola, Indiana Details
Adam Smith, CFP®, ChFC®'s Wells Fargo Investments Experience December 2001 - July 2009
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James  July 2009 - Present
Farmers & Merchants State Bank  July 2009 - Present
Wells Fargo Investments   December 2001 - July 2009
CINCO Federal Credit Union   January 1999 - December 2001

Skills
Retirement Planning, Wealth Management, Asset Allocation, Investments, Risk Management, Estate Planning, Investment Management, Financial Planners, Debt Management, Small Business, Succession Planning, Social Security, Strategic Financial..., Insurance, Finance, Financial Advisory

Education
University of Cincinnati   1995 — 2000
BA, Finance, Management

The American College   2011 — 2012
CFP®, Financial Planning

The American College   2012 — 2012
ChFC®, Chartered Financial Consultant®

AJ Patton AJ Patton Fort Collins, Colorado Area Details
AJ Patton's Wells Fargo Investments Experience May 1995 - September 2000
Job Rocky Mountain Regional Manager at Nuo Therapeutics (formerly Cytomedix)
Industry Medical Devices
Experience
Nuo Therapeutics (formerly Cytomedix)   September 2013 - Present
Growth Engine Business Consulting   January 2009 - Present
NuVasive - Mountain States Surgical   February 2012 - September 2013
DePuy Spine  April 2011 - 2011
Over the Sun, LLC   2009 - 2011
First Western Trust Bank  August 2007 - October 2008
Merrill Lynch  September 2000 - November 2006
Wells Fargo Investments   May 1995 - September 2000
Paine Webber  September 1993 - May 1995

Skills
Medical Devices, Orthopedics, Sales, Start-ups, Surgeons, Strategic Planning, Management, Marketing Strategy, Healthcare, Spine, Surgery, Product Launch, Sales Operations, Marketing, Capital Equipment, Sales Management, New Business Development, Market Development, Leadership, Cross-functional Team..., Orthopedic, Neurosurgery, Minimally Invasive..., Cold Calling, Operating Room, Direct Sales, Sales Process, Treatment, Account Management, Selling

Education
Texas Christian University   1988 — 1992
BS, Economics, Speech Communication

Loveland High School   1985 — 1988

Marshall Thurber SS21

Marvin Granados, CTP Marvin Granados, CTP San Francisco Bay Area Details
Marvin Granados, CTP's Wells Fargo Investments Experience May 2005 - May 2007
Job Treasury Manager at Electronic Arts
Industry Consumer Goods
Experience
Electronic Arts (EA)   June 2015 - Present
Electronic Arts  April 2012 - June 2015
Electronic Arts  August 2010 - April 2012
The Clorox Company  October 2008 - August 2010
The Clorox Company  July 2007 - October 2008
Wells Fargo Investments   May 2005 - May 2007

Skills
Financial Modeling, Forecasting, Financial Analysis, Essbase, Variance Analysis, Financial Forecasting, Financial Reporting, Cost Benefit, Hyperion Enterprise, Cost Accounting, Process Improvement, Income Statement, Cash Management, Business Process..., Investments, SAP, Financial Accounting, Treasury Management, Risk Management, Sarbanes-Oxley Act, Hyperion

Education
San Jose State University   2001 — 2007
BS, Finance

Shannon Webb, CRPC® Shannon Webb, CRPC® Orange County, California Area Details
Shannon Webb, CRPC®'s Wells Fargo Investments Experience February 2008 - September 2010
Job Financial Advisor / Dave Ramsey ELP
Industry Financial Services
Experience
Webb Financial Group  May 2013 - Present
FSC Securities Corporation as the Broker/Dealer   May 2013 - Present
Merrill Lynch  September 2010 - May 2013
Wells Fargo Investments   February 2008 - September 2010
Wells Fargo Investments   January 2006 - February 2008
Wells Fargo Bank  May 2004 - January 2006

Skills
Retirement Planning, Series 7, Investments, Wealth Management, Mutual Funds, Asset Allocation, Finance, Strategic Financial..., Portfolio Management, Investment Advisory, Asset Management, Financial Services

Education
University of California, Riverside   1999 — 2003
Bachelor of Science, Business Administration

Ben Blais Ben Blais Duluth, Minnesota Area Details
Ben Blais's Wells Fargo Investments Experience April 2001 - September 2003
Job Account Executive at Lamar Advertising
Industry Marketing and Advertising
Experience
Lamar Advertising  September 2003 - Present
Wells Fargo Investments   April 2001 - September 2003

Skills
Media Buying, Marketing Strategy, Advertising, Marketing Communications, Social Media Marketing, Cold Calling, Customer Service, Media Planning, Sports, Sales, Social Media, Team Leadership, Public Relations, Marketing, Event Management

Education
The University of North Dakota   1994 — 1998
BBA, Marketing & Management

Jon DeYoung Jon DeYoung Greater Minneapolis-St. Paul Area Details
Jon DeYoung's Wells Fargo Investments Experience July 2010 - February 2011
Job Fund Administration Analyst at Black River Asset Management
Industry Investment Management
Experience
Black River Asset Management  September 2014 - Present
Wells Fargo/Lacrosse Global Fund Services   July 2011 - September 2014
Wells Fargo Investments   July 2010 - February 2011
Dakota Venture Group  August 2009 - September 2010
University of North Dakota Entrepreneurship Dept   August 2009 - May 2010
Center for Instructional and Learning Technologies   September 2004 - May 2010
Student Managed Investment Fund  August 2007 - December 2009
North Dakota Department of Financial Institutions   May 2008 - August 2008

Skills
Due Diligence, Accounting, Securities, Financial Statement..., Research, Financial Statements, Financial Analysis, Investments, Entrepreneurship, Private Equity, Business Planning, Financial Modeling, Start-ups

Education
The University of North Dakota   2008 — 2010
Masters, Business Administration

The University of North Dakota   2004 — 2010
B.B.A, Financial Management, Banking and Financial Economics

Sean Callaway Sean Callaway Austin, Texas Area Details
Sean Callaway's Wells Fargo Investments Experience January 2010 - May 2010
Job Managing Director at Greenwave Capital Management
Industry Investment Management
Experience
Greenwave Capital Management   November 2013 - Present
Greenwave Capital Management   November 2012 - October 2013
Abraham Trading Co.   May 2011 - November 2012
Wells Fargo Investments   January 2010 - May 2010

Skills
Financial Modeling, Investments, Microsoft Excel, Equities, Hedge Funds

Education
The University of Texas at Austin - The Red McCombs School of Business   2007 — 2011
Corporate Finance - Investment Banking, Accounting

Justin Elliott, CFP® Justin Elliott, CFP® Sacramento, California Area Details
Justin Elliott, CFP®'s Wells Fargo Investments Experience 2007 - 2010
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2010 - Present
Wells Fargo Investments   2007 - 2010
Banc of America  2005 - 2007
Morgan Stanley Wealth Management  2002 - 2005

Education
University of California, San Diego
Bachelor of Arts (B.A.), Economics

Brett Davalos Brett Davalos San Francisco Bay Area Details
Brett Davalos's Wells Fargo Investments Experience August 2009 - February 2010
Job Wealth Management Adviser at Peninsula Wealth, LLC
Industry Financial Services
Experience
Morgan Stanley Smith Barney  April 2010 - July 2011
Merrill Lynch  February 2010 - April 2010
Wells Fargo Investments   August 2009 - February 2010
Merrill Lynch  August 2008 - February 2009

Skills
Series 7, Wealth Management, Retirement Planning, Investments, Portfolio Management, Asset Management, Asset Allocation, Financial Planning, Investment Strategies, Financial Advisory, Investment Advisory

Education
University of Arizona
Economics, Economics and Business

El Cerrito High School

Thomas Wuertz Thomas Wuertz Austin, Minnesota Details
Thomas Wuertz's Wells Fargo Investments Experience April 2006 - November 2010
Job Associate Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management  November 2010 - Present
Wells Fargo Investments   April 2006 - November 2010

Education
St. Cloud State University   1988 — 1991
Bachelor of Science (BS), Marketing

D. Steve Jarnberg D. Steve Jarnberg Greater Minneapolis-St. Paul Area Details
D. Steve Jarnberg's Wells Fargo Investments Experience September 2008 - November 2011
Job Investment Reporting Analyst at COLUMBIA MANAGEMENT (A division of Ameriprise Financial)
Industry Financial Services
Experience
COLUMBIA MANAGEMENT (A division of Ameriprise Financial)   November 2011 - Present
Wells Fargo Investments   September 2008 - November 2011
Carlson Marketing  May 2003 - June 2008

Skills
Fluent in Spanish, Financial Analysis, Equities, Fixed Income, Financial Services, Analysis, Mutual Funds, Securities, Trading, Mergers & Acquisitions, Series 63, Financial Modeling, Options, Risk Management, Corporate Finance, Training, Business Analysis, Relationship Management

Education
University of Minnesota - Carlson School of Management   2007 — 2010
MBA, Finance

University of Minnesota-Twin Cities
BCE, Civil Engineering

Brent Tobiasson Brent Tobiasson Portland, Oregon Area Details
Brent Tobiasson's Wells Fargo Investments Experience 1999 - May 2006
Job Regional Vice President at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial  January 2009 - Present
Principal Funds  November 2007 - December 2008
RiverSource  May 2006 - November 2007
Wells Fargo Investments   1999 - May 2006

Skills
Series 7, Series 63, Mutual Funds, Retirement Planning, 401k, Fixed Annuities, Retirement, Wealth Management, Investments, Asset Allocation, Insurance, Life Insurance

Education
Southern Oregon University   1993 — 1998
BS, Business Management

Ashland High School   1986 — 1990

Stephen Gelina Stephen Gelina Greater San Diego Area Details
Stephen Gelina's Wells Fargo Investments Experience November 2004 - January 2007
Job Regional Planning Consultant at Fidelity Investments
Industry Financial Services
Experience
Union Bank  June 2012 - May 2013
Wells Fargo Advisors  April 2010 - February 2012
Wells Fargo Private Bank  January 2007 - April 2010
Wells Fargo Investments   November 2004 - January 2007
John Hancock Life Insurance Company (U.S.A.)   January 2003 - September 2004
SPEC English Institute   June 2001 - December 2002

Education
San Diego State University   2011 — 2013
Master's degree, Accounting and Finance

The University of New Mexico   1997 — 2001
BBA, International Management

Jason J. Tani Jason J. Tani Greater Los Angeles Area Details
Jason J. Tani's Wells Fargo Investments Experience June 2001 - January 2006
Job President & Chief Investment Officer at Pure Wealth Management, Inc.
Industry Investment Management
Experience
Pure Wealth Management, Inc.   August 2010 - Present
Purshe Kaplan Sterling Investments  2010 - 2015
Purshe Kaplan Sterling Investments  2010 - 2015
Merrill Lynch  January 2006 - August 2010
Wells Fargo Investments   June 2001 - January 2006
Prudential Securities  April 1997 - June 2001
Union Bank of California  August 1994 - April 1997

Skills
Wealth Management, Retirement Planning, Investments, Mutual Funds, Strategic Financial..., Retirement, Portfolio Management, Alternative Investments, Estate Planning, Investment Management, Investment Advisory, IRAs, Financial Advisory

Education
University of California, Irvine   1996 — 2012
Personal Financial Planning Certification, Financial Planning

University of California, Riverside   1992 — 1995
BA, Pre-Law Political Sciences

Jessica Knowlton Jessica Knowlton Tucson, Arizona Area Details
Jessica Knowlton's Wells Fargo Investments Experience 2004 - 2006
Job FreeportMcMoRan Copper & Gold
Industry Mining & Metals
Experience
Freeport-McMoRan Copper & Gold  July 2010 - Present
Freeport-McMoRan Copper & Gold  September 2008 - July 2010
Freeport-McMoRan Copper & Gold  June 2007 - September 2008
Wells Fargo Bank  2006 - 2007
Wells Fargo Investments   2004 - 2006

Skills
Community Development, Microsoft Excel, STEM, Microsoft Office, Strategic Planning, Budgets, Stakeholder Engagement, Analysis, Project Planning, Project Management, Operations Management, Data Analysis, Organizational..., Research, Leadership, Training, Management, Process Improvement

Education
Boston College - Center for Corporate Citizenship   2008 — 2013
Certificate of Practice, Corporate Community Involvement

University of Arizona   2002 — 2006
BS

Morenci High School

Bahram Mirhashemi Bahram Mirhashemi Orange County, California Area Details
Bahram Mirhashemi's Wells Fargo Investments Experience June 2006 - September 2010
Job Sr. Wealth Manager at Accelerated Capital Group
Industry Financial Services
Experience
Accelerated Capital Group   September 2012 - Present
Ameriprise Financial  September 2010 - September 2012
Wells Fargo Investments   June 2006 - September 2010
JPMorgan Chase "Formerly WM Financial Services"   December 1998 - June 2005
National Securities Corporation  January 1998 - August 1998
Waldron & Co., Inc.   September 1997 - January 1998

Skills
Investments, Wealth Management, Retirement Planning, Asset Allocation, Portfolio Management, Strategic Financial..., Securities, Alternative Investments, Financial Advisory, Series 7, Strategic Planning, Finance, Mutual Funds, Series 63, Estate Planning, Investment Advisory, Investment Strategies, Insurance, Retail Banking, Uniform Combined State..., Fixed Annuities, Series 65, Equities, FINRA, Financial Services, Retirement, Asset Managment, 401k, IRAs, Asset Management, High Net Worth..., Wealth, Wealth Management..., Series 6, Investment Management, Life Insurance, Variable Annuities, 401k Rollovers, Relationship Management, Private Banking, Capital Markets, Disability Insurance, Long-term Care, Trading, Investment Banking, ETFs, Fixed Income, Bonds, Separately Managed..., Personal Financial...

Education
University of California, Irvine   1991 — 1996
Bachelor of Science (B.S.), Applied Ecology

Corona del Mar High School   1987 — 1991

Jenica Raney Jenica Raney Des Moines, Iowa Area Details
Jenica Raney's Wells Fargo Investments Experience May 2007 - March 2010
Job Owner at Raney Day Designs
Industry Design
Experience
Raney Day Designs   March 2010 - Present
Wells Fargo Investments   May 2007 - March 2010
Morgan Stanley  June 2005 - May 2007

Education
University of Iowa - Henry B. Tippie College of Business   2001 — 2005
Bachelor of Business, Finance & Marketing

David Bucher David Bucher Dallas/Fort Worth Area Details
David Bucher's Wells Fargo Investments Experience 2004 - Present
Job Banker
Industry Banking
Experience
Wells Fargo Investments   2004 - Present
Wells Fargo  2004 - Present
JPMorgan Chase  February 1991 - December 2003

Skills
Series 7, Wealth Management

Education
Stephen F. Austin University   1968 — 1970
BS, Political Science & Business

Texas Christian University   1966 — 1968
Business

Andre (Lee) Johnson Andre (Lee) Johnson Greater San Diego Area Details
Andre (Lee) Johnson's Wells Fargo Investments Experience June 2002 - June 2004
Job CEO at FreightScan
Industry Computer Software
Experience
FreightScan   February 2006 - Present
Merrill Lynch  June 2004 - February 2006
Wells Fargo Investments   June 2002 - June 2004
Cardinal Health  2000 - 2002
Santa Fe Christian Schools  1998 - 2000
Santa Fe Christian Schools  1998 - 2000

Education
University of Minnesota - Carlson School of Management   2002 — 2004
MBA, Finance

University of San Diego   1996 — 1998
BBA, Business Economics and Finance

University of Minnesota-Twin Cities   1991 — 1995
Bachelors, Chemical Engineering

Carol T Jordan Carol T Jordan Greater Denver Area Details
Carol T Jordan's Wells Fargo Investments Experience 1994 - 1996
Job Financial Services Professional
Industry Financial Services
Experience
Independent  2000 - Present
H&R Block Financial Advisors  1998 - 2000
Deposit Guaranty Corporation   1997 - 1998
E*TRADE Financial  1996 - 1997
Wells Fargo Investments   1994 - 1996
Wells Fargo Investments   1993 - 1994
Wells Fargo  1990 - 1993

Skills
Financial Services, Securities, Retirement Planning, 401k, Regulatory Agencies, Regulatory Guidelines, Compliance Oversight, Training, Estate Planning, Client Presentation, Wealth Management, Superior written &..., Superior Client Service, Strategic Financial...

Education
University of California, Irvine
BA, Social Ecology: Law & Society emphasis

Joy Miller Joy Miller Greater Minneapolis-St. Paul Area Details
Joy Miller's Wells Fargo Investments Experience September 2001 - October 2003
Job Designer/Art Director at Martin Williams
Industry Marketing and Advertising
Experience
MartinWilliams Advertising  March 2010 - Present
MartinWilliams Advertising  September 2007 - March 2011
MartinWilliams Advertising  September 2003 - August 2007
Wells Fargo Investments   September 2001 - October 2003
The New French Cafe and Bar   April 1999 - September 2001
Walker Art Center  April 1998 - October 2000
Frederick R. Weisman Art Museum  October 1995 - May 1999

Skills
Advertising, Creative Strategy, Direct Mail, Art Direction, Adobe Creative Suite, Interactive Marketing, Editing, Broadcast, Integrated Marketing, Creative Direction, Interaction Design, Photography, Layout, Interactive Advertising, Graphics, Logo Design, Brochures

Education
University of Minnesota-Twin Cities   1995 — 2001
B.S., Graphic Design / Art History

Sonoma State University   1997 — 1998
Art History, Interactive Design

Karl Dornfeld Karl Dornfeld Greater Minneapolis-St. Paul Area Details
Karl Dornfeld's Wells Fargo Investments Experience January 2005 - November 2006
Job Director New Business & Policyholder Services at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2011 - Present
Ameriprise Financial  March 2010 - October 2010
Ameriprise Financial  March 2007 - March 2010
Wells Fargo Investments   January 2005 - November 2006
Wells Fargo  April 2001 - December 2004
MJK Clearing   April 1997 - February 2001
Previous Work History   January 1997 - January 1997

Skills
Series 7, Series 63, Securities, Mutual Funds, Series 24, Fixed Income, Risk Management, Strategy, Financial Services, Vendor Management, Mergers & Acquisitions, Bonds, Investments, Trading, FINRA, Insurance, Options, Business Networking, Leadership, Relationship Management, Budgets, Cross-functional Team...

Education
University of Minnesota - Carlson School of Management
MBA, Strategic Management

University of Minnesota-Twin Cities
BS, Business Admin/Public Health

Jennifer Stehling Jennifer Stehling Houston, Texas Area Details
Jennifer Stehling's Wells Fargo Investments Experience August 2008 - March 2009
Job Sales Consultant at ThirtyOne Gifts
Industry Financial Services
Experience
Thirty-One Gifts  January 2011 - Present
Wells Fargo Investments   August 2008 - March 2009
Wells Fargo Investments   June 2006 - August 2008
Wells Fargo Bank  May 2005 - June 2006

Education
Texas A&M University - Mays Business School   1998 — 2002
BA, Marketing

Mitchell Thornton Mitchell Thornton Chicago, Illinois Details
Mitchell Thornton's Wells Fargo Investments Experience 2005 - 2006
Job Senior Vice President at Northern Trust
Industry Investment Management
Experience
Northern Trust  August 2010 - Present
Banc of America Investments  2006 - 2009
Wells Fargo Investments   2005 - 2006
Morgan Stanley  1994 - 2005

Skills
Investments, Wealth Management, Strategy, Series 7, CRM, Alternative Investments

Education
The University of Texas at Austin   1989 — 1992
BA, Economics

Jamie Frederick Jamie Frederick Houston, Texas Details
Jamie Frederick's Wells Fargo Investments Experience June 2005 - November 2008
Job
Industry Oil & Energy
Experience
Premier Pipe  April 2014 - Present
Spartan Energy Tubulars   September 2011 - April 2014
Texon  August 2010 - September 2011
Kinder Morgan Inc  November 2008 - August 2010
Wells Fargo Investments   June 2005 - November 2008

Skills
Gas, Energy, Natural Gas, Contract Negotiation, Commodity Markets, Pipelines, Business Development, Contract Management, Petroleum, New Business Development, Energy Industry, Negotiation, Procurement, Upstream, Project Management, Project Planning, Sales, Marketing Strategy

Education
The University of Texas at Austin   1999 — 2004
Bachelor of Science

Chris Wieland Chris Wieland Austin, Texas Details
Chris Wieland's Wells Fargo Investments Experience May 2008 - August 2008
Job Investment Professional at J.P. Morgan Private Bank
Industry Investment Management
Experience
J.P. Morgan   August 2012 - Present
The University of Texas at Austin  September 2012 - October 2014
Wells Fargo Wealth Management  September 2011 - August 2012
Wells Fargo  June 2007 - September 2011
Texas Longhorns Football Team   January 2006 - January 2009
Wells Fargo Investments   May 2008 - August 2008

Skills
Tactical Asset..., Portfolio Management, Financial Advisory, Banking, Equity Valuation, Equities, Equity Research, ETFs, High Net Worth..., Risk Management, Investments, Investment Strategies, Alternative Investments, Portfolio Optimization, Series 7, Series 63, Management, Fixed Income, Financial Services

Education
The University of Texas at Austin - The Red McCombs School of Business   2005 — 2009
BBA, Finance

Passed Level I of the CFA Program

Chris Giordano, AIF® Chris Giordano, AIF® San Francisco Bay Area Details
Chris Giordano, AIF®'s Wells Fargo Investments Experience March 2004 - November 2009
Job Founder/ Owner at Giordano Wealth Management Group, LLC
Industry Financial Services
Experience
Giordano Wealth Management Group, LLC   December 2009 - Present
Santa Clara Valley Healthy Kids   2005 - Present
Wells Fargo Investments   March 2004 - November 2009
WM Financial Services  May 1993 - March 2004

Education
University of California, Santa Barbara   1987 — 1990

Brooke Patterson Brooke Patterson Greater San Diego Area Details
Brooke Patterson's Wells Fargo Investments Experience June 2003 - February 2006
Job CoFounder & Partner, Vandermedia Design Inc. Creative Services for Sports, Hospitality and Corporate Clients
Industry Design
Experience
Vandermedia Design Inc.   March 2008 - Present
Professional Bull Riders, Inc.   March 2006 - January 2008
Wells Fargo Investments   June 2003 - February 2006

Skills
Marketing, Marketing Strategy, Event Management, Social Media Marketing, Advertising, Strategic Communications, Social Networking, Sponsorship, Brand Development, Nonprofits, Marketing Communications, Social Media, Email Marketing, Media Relations, Online Marketing, Online Advertising, Copywriting, Facebook, Newsletters, Integrated Marketing, Public Relations, Brand Management, Event Planning, Creative Direction, Web Design, Corporate Branding, Digital Marketing, Digital Strategy, Trade Shows, Direct Mail, Brand Awareness, Logo Design, Digital Media, Adobe Creative Suite

Education
University of California, San Diego   1997 — 1999
Bachelor of Arts, Political Science

Kenneth Chiu Kenneth Chiu San Francisco Bay Area Details
Kenneth Chiu's Wells Fargo Investments Experience March 2002 - April 2003
Job Investment Advisor and Branch Office Supervisor at Transamerica Financial Advisors, Inc.
Industry Insurance
Experience
Transamerica Financial Advisors, Inc.   March 2013 - Present
Transamerica Investment Advisor   May 2012 - Present
Bank of America  November 2010 - December 2011
RE/MAX  October 2008 - November 2010
Cathay Bank  July 2006 - July 2008
Wells Fargo Bank  January 2005 - July 2006
Citicorp Investment Services  April 2003 - January 2005
Wells Fargo Investments   March 2002 - April 2003
Merrill Lynch International Private Client Group   January 2000 - October 2001
Citibank, F.S.B.   January 1996 - January 2000

Skills
Investments, Commercial Mortgages, Strategic Financial..., Credit, Loans, Wealth Management, Banking, Finance, Real Estate, Portfolio Management, Underwriting, Business Analysis, Accounting, Insurance, Commercial Lending, Credit Analysis

Education
University of Guelph   1980 — 1983
Bachelor Degree, Management and Economics Double Major

Jsan Homsombath Jsan Homsombath Greater Minneapolis-St. Paul Area Details
Jsan Homsombath's Wells Fargo Investments Experience November 2010 - May 2011
Job Portfolio Accounting Specialist at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments  October 2014 - Present
U.S. Bank   June 2014 - September 2014
Ameriprise Financial Services, Inc.   October 2013 - May 2014
Wells Fargo Home Mortgage  December 2012 - July 2013
Digi-Key Corporation  December 2011 - March 2012
Wells Fargo Investments   November 2010 - May 2011
University of North Dakota ODNA/ResNet   May 2009 - August 2010
University of North Dakota Understanding Credit Program   September 2009 - May 2010
University of North Dakota Student Managed Investment Fund   January 2009 - May 2010
University of North Dakota Housing   August 2007 - May 2009

Skills
Portfolio Management, FX, Investments, Excel, Microsoft Office, Equity Valuation, Analysis, Equities, Public Speaking, Leadership, Accounting, Microsoft Excel, FX Options, Strategic Planning

Education
The University of North Dakota   2005 — 2010
B.B.A, Investments

Aimeng Ji Aimeng Ji Houston, Texas Details
Aimeng Ji's Wells Fargo Investments Experience February 2010 - May 2010
Job Business Planning Manager, HPS Market and Business Development at HewlettPackard
Industry Information Technology and Services
Experience
Hewlett-Packard  August 2015 - Present
Hewlett-Packard  February 2014 - August 2015
KPMG US  September 2012 - February 2014
KPMG  January 2011 - March 2011
Cappello Capital Corp.  August 2010 - December 2010
Wells Fargo Investments   February 2010 - May 2010
Premier Realty  June 2009 - September 2009

Skills
Financial Analysis, Valuation, Financial Accounting, Microsoft Excel, CPA, Accounting, Internal Controls, Internal Audit, Financial Risk, Data Analysis, Process Improvement

Education
The University of Texas at Austin   2011 — 2012
Master in Professional Accounting

The Chinese University of Hong Kong   2010 — 2010
Global Supply Chain Management

The University of Texas at Austin - The Red McCombs School of Business   2008 — 2012
Bachelor of Business Administration (BBA), Accounting

Anjan Medicherla Anjan Medicherla Dallas/Fort Worth Area Details
Anjan Medicherla's Wells Fargo Investments Experience June 2011 - March 2012
Job Advanced Software Developer at ISN
Industry Telecommunications
Experience
ISN  August 2015 - Present
Driven Solutions  December 2012 - June 2015
Verizon Data Services  April 2012 - November 2012
Wells Fargo Investments   June 2011 - March 2012
RTC, LLC   December 2009 - June 2011

Skills
Microsoft SQL Server, ASP.NET, SDLC, XML, C#, IIS, ETL, .NET, T-SQL, ASP.NET MVC, jQuery, Entity Framework, Telerik Reporting, CSS, ADO.NET, JavaScript, Databases, Oracle

Education
Texas A&M International University   2007 — 2008
Masters, Management Information Systems, A

Angel Dillane Angel Dillane Greater San Diego Area Details
Angel Dillane's Wells Fargo Investments Experience October 2009 - November 2010
Job Independent Financial Services Professional
Industry Financial Services
Experience
Wells Fargo Investments   October 2009 - November 2010
Wells Fargo Bank  September 2006 - October 2009
Wells Fargo Investments   June 2003 - January 2006
National Search Associates  2003 - 2003

Skills
Series 7, Series 66, Life Agent License, Wealth Management, Retirement Planning, Financial Planning, Banking, Investments, Loans, Strategic Financial..., Uniform Combined State..., Commercial Lending, Asset Management, Investment Advisory, Portfolio Management, Credit, Mutual Funds

Education
UCLA   1998 — 2002
B.A., International Development Studies

Los Gatos High School   1994 — 1998

Fisher Middle School

Rebecca Kueny Rebecca Kueny Salem, Oregon Details
Rebecca Kueny's Wells Fargo Investments Experience February 2006 - December 2007
Job Attorney at Kueny Law, LLC
Industry Legal Services
Experience
Douglas, Conroyd, Gibb & Pacheco, P.C.   October 2013 - December 2014
Douglas, Conroyd, Gibb, and Pacheco, P.C.   January 2012 - September 2013
Willamette University  August 2011 - December 2012
Willamette University  July 2011 - August 2011
Fleming & Curti, PLC   January 2008 - July 2010
Wells Fargo Investments   February 2006 - December 2007

Skills
Knowledge in MS Word,..., Proficient in Time..., Budget Preparation, Wordperfect, Budgets, Teaching, Research, Legal Research, Community Outreach, Public Speaking, Editing, Microsoft Excel, Courts, Legal Writing, Microsoft Word, Event Planning, Mediation

Education
Willamette University College of Law   2010 — 2013
Doctor of Law (J.D.), Law and Government

University of Arizona   2003 — 2007
Bachelor of Science, Psychology

Jesse Ahlbrecht Jesse Ahlbrecht Greater Minneapolis-St. Paul Area Details
Jesse Ahlbrecht's Wells Fargo Investments Experience October 2005 - August 2007
Job Senior Associate at Galliard Capital Management
Industry Banking
Experience
Galliard Capital Management  February 2011 - Present
Aon Benfield  November 2009 - March 2011
Aon Benfield  July 2008 - March 2009
Wells Fargo Bank  January 2008 - July 2008
Wells Fargo Financial  September 2007 - January 2008
Wells Fargo Investments   October 2005 - August 2007

Skills
Investments, Analysis, Portfolio Management, Insurance, Credit

Education
University of Minnesota-Duluth   2003 — 2005
Bachelor of Business Administration, Finance

Vermilion Community College   2000 — 2002
A.A., Generals

Allison Berguin Allison Berguin Austin, Texas Area Details
Allison Berguin's Wells Fargo Investments Experience November 2010 - February 2011
Job Student
Industry Medical Practice
Experience
SailPoint Technologies  December 2011 - June 2013
uShip  September 2010 - May 2011
Wells Fargo Investments   November 2010 - February 2011
Wells Fargo Private Banking  June 2008 - June 2009
European Student Association   August 2008 - May 2009

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Salesforce.com, Google Analytics, Outlook, French, English, Spanish, Event Planning, Event Management, Competitive Analysis, Social Media Marketing, Lead Generation, Start-ups, Sales, Marketing Communications

Education
The University of Texas at Austin   2006 — 2011
bachelor, economics

Lycee Louis Massignon   1999 — 2005
French Baccalaureat S, Science and Math, specialized in Chemistry and Physics

Andrea Burch Andrea Burch Greater Minneapolis-St. Paul Area Details
Andrea Burch's Wells Fargo Investments Experience June 2007 - June 2010
Job Regional Supervisor at Wells Fargo Advisors
Industry Investment Banking
Experience
Wells Fargo Advisors  December 2013 - Present
Wells Fargo Advisors  June 2010 - December 2013
Wells Fargo Investments   June 2007 - June 2010
Wells Fargo Investments   August 2005 - June 2007
Wells Fargo Investments   October 2004 - August 2005
Wells Fargo Shareowner Services  August 2003 - October 2004

Skills
Investments, Securities

Education
University of Minnesota-Twin Cities   1996 — 2000
BA, International Relations

European Union   1999 — 1999

Peter Schaffer Peter Schaffer Greater Seattle Area Details
Peter Schaffer's Wells Fargo Investments Experience 1995 - 2000
Job Head of Business Strategy at Russell Investments
Industry Financial Services
Experience
Russell Investments  January 2014 - Present
Russell Investments  August 2011 - December 2013
Franklin Templeton Investments  2008 - August 2011
Franklin Templeton Investments  2006 - 2008
Franklin Templeton Investments  2004 - 2006
Charles Schwab  2000 - 2003
Wells Fargo Investments   1995 - 2000

Skills
Alternative Investments, Mutual Funds, Investments, Asset Management, Investment Strategies, Product Management, Product Development, Product Strategy, ETFs, Business Strategy, Institutional, Pensions, Pricing, Retail, Wealth Management, Series 7, Fund Of Funds, Financial Modeling, Product Marketing, Strategy, Leadership, Business Analysis

Education
University of San Francisco - Graduate School of Management   1998 — 2001
MBA, Finance

University of California, Berkeley   1987 — 1992
Bachelor of Arts (BA), Economics

Greg Goodman, AAMS Greg Goodman, AAMS Chattanooga, Tennessee Area Details
Greg Goodman, AAMS's Wells Fargo Investments Experience March 2006 - July 2007
Job Investment Advisor
Industry Investment Management
Experience
Private Ridge Wealth Management   January 2014 - Present
US Bancorp Investments and Insurance   November 2007 - November 2008
Wells Fargo Investments   March 2006 - July 2007
SunTrust Investment Services  August 2004 - March 2006

Skills
Financial Advisory, Financial Analysis

Education
The University of Tennessee at Chattanooga   1987 — 1991
BS, Business Administration/Marketing

Don Davenport, CFP, ChFC, CLU, MSFS Don Davenport, CFP, ChFC, CLU, MSFS Greater Minneapolis-St. Paul Area Details
Don Davenport, CFP, ChFC, CLU, MSFS's Wells Fargo Investments Experience 2008 - Present
Job VP Life Insurance Products at Wells Fargo Insurance Services
Industry Financial Services
Experience
Wells Fargo Insurance Services  January 2008 - Present
Wells Fargo Investments   2008 - Present
Ameriprise Financial Services, Inc.   1994 - 2007

Skills
Insurance, Marketing Strategy, Series 7, Investments, Marketing, Team Management, Life Insurance, Wealth Management, Product Development, Product Management, Financial Services, Fixed Annuities, Series 63, Mutual Funds, Relationship Management, Retirement, Series 6, Retirement Planning

Education
The American College   2002 — 2004
Master's of Science in Financial Services, Master of Science in Financial Services

University of Oklahoma   1987 — 1989
BA, Business Administration

Bradley Justice Bradley Justice Columbus, Ohio Details
Bradley Justice's Wells Fargo Investments Experience October 2007 - August 2008
Job Business Consultant Workforce Management
Industry Information Technology and Services
Experience
- Independent  October 2014 - Present
Verint  September 2012 - October 2014
Verint  August 2008 - September 2012
Wells Fargo Investments   October 2007 - August 2008
United Health Group  July 2001 - October 2007
Victoria's Secret Catalogue  November 2000 - June 2001

Skills
Process Improvement, Training, Vendor Management, Call Centers, Cross-functional Team..., Leadership, Management, Strategic Planning, Business Process, Customer Service, Analytics, Enterprise Software, Integration, Management Consulting, Strategic Consulting, Workforce Management

Education
Wright State University   1999 — 2000
Business Management

Sinclair Community College   1998 — 1999
Registered Nursing/Registered Nurse

Eric Dizon Eric Dizon Greater Los Angeles Area Details
Eric Dizon's Wells Fargo Investments Experience May 2006 - April 2009
Job Forex & Equity Trader
Industry Capital Markets
Experience
Independent  May 2009 - Present
Wells Fargo Investments   May 2006 - April 2009
Crowell, Weedon & Co.   November 1996 - June 2006
Gruntal & Co.   September 1996 - November 1996
Wedbush Securities  June 1994 - August 1996
Cruttenden & Co (Roth Capital)   February 1992 - February 1994

Skills
Equities, Investments, Trading, Financial Markets, Finance, Risk Management, Banking, Strategic Financial..., Financial Risk, Asset Allocation

Education
University of California, Irvine
B.A., Economics

James R. Viator, CTP James R. Viator, CTP Scottsdale, Arizona Details
James R. Viator, CTP's Wells Fargo Investments Experience 2007 - 2008
Job Retirement Plan Specialist at Vanguard
Industry Financial Services
Experience
Vanguard  2013 - Present
Wells Fargo Bank  2008 - 2013
Wells Fargo Investments   2007 - 2008
Legacy Financial Advisors (NV)   2006 - 2007
Fidelity Investments  August 1999 - February 2004

Skills
Certified Treasury..., Treasury Management, Commercial Card, Wealth Management, Asset Managment, Portfolio Management, Strategic Financial..., Banking, Investments, Mutual Funds, Securities, Fixed Income, Asset Allocation, Credit, Uniform Combined State..., Equities, Investment Advisory, Bonds, Finance, Series 7, Financial Analysis, Retirement Planning, Financial Services, Series 63, Financial Planning, Asset Management

Education
University of Utah   1994 — 2001
BA in Finance / Minor in Spanish, Finance, General

Snow College   1990 — 1991

Trey Kimbrough Trey Kimbrough Dallas/Fort Worth Area Details
Trey Kimbrough's Wells Fargo Investments Experience 1993 - 1999
Job Personal Lines & Commercial Insurance Broker
Industry Management Consulting
Experience
DFS Advisors   July 2013 - Present
GPS Onboard LLC   January 2010 - Present
Cambridge Insurance Agency, LLC   August 2012 - June 2013
iTRAK Corporation   2007 - 2013
AT&T Mobility  2004 - 2007
Flathers Financial Group   2000 - 2004
Wells Fargo Investments   1993 - 1999

Skills
Negotiation, Account Management, Insurance, New Business Development, Selling, Management, Direct Sales, Contract Negotiation, Sales, Business Development, Team Leadership, Sales Management, Solution Selling, Marketing, Start-ups, Finance, Sales Process, Salesforce.com, Customer Service, Cold Calling, Sales Operations, Leadership, Strategic Partnerships, Strategic Planning, Team Building, CRM, Customer Retention, Forecasting, B2B, SaaS, Strategy, Competitive Analysis, Sales Presentations, Pricing, Executive Management, Cross-functional Team..., Marketing Strategy, Product Management, Microsoft Office, Investments, Small Business

Education
Texas Tech University   1984 — 1989
Bachelor of Business Administration (B.B.A.), Economics

Lake Highlands

Jon Angell Jon Angell Greater Minneapolis-St. Paul Area Details
Jon Angell's Wells Fargo Investments Experience 2005 - 2006
Job CRM Technology Consultant at McGladrey
Industry Information Technology and Services
Experience
McGladrey  July 2012 - Present
OTT, Inc.   January 2012 - August 2012
Bayer Business Services  January 2011 - January 2012
Medrad  May 2008 - January 2012
Wells Fargo Auto Finance  2006 - 2008
Wells Fargo Investments   2005 - 2006

Skills
Business Analysis, CRM, Analysis, Business Process, Testing, Requirements Analysis, Business Objects, Access, SharePoint, Siebel, Microsoft CRM, Business Intelligence, Business Process..., Microsoft Excel, Solution Architecture, Software Project..., Microsoft SQL Server, Management, SAP R/3, Java, Siebel Administration, Scribe, SQL Server, Excel, Database Administration, VBA, C++, Fetch XML, SSRS, Consulting, Information Technology, Microsoft Dynamics

Education
St. Cloud State University   2003 — 2005
BA, Economics

University of Minnesota-Twin Cities   2000 — 2003
Electrical Engineering

University of Minnesota-Twin Cities   2000 — 2003
Computer Science

Jared Semerad Jared Semerad Greater Minneapolis-St. Paul Area Details
Jared Semerad's Wells Fargo Investments Experience August 2006 - January 2008
Job Recruiter / Consultant / Business Analyst at Financial Industry Technical Services Inc.
Industry Financial Services
Experience
Financial Industry Technical Services Inc.   2008 - Present
Wells Fargo Advisors  October 2009 - May 2011
DST TASS  2008 - 2009
Wells Fargo Investments   August 2006 - January 2008
North American Clearing Inc.   2008 - 2008
Wells Fargo Investments   April 2003 - August 2006
Wells Fargo Investments   April 2001 - April 2003
Wells Fargo Investments (Formerly Norwest Investment Services Inc.)   1997 - 2001

Skills
Analytics, Business Process..., Business Analysis, Recruitment/Retention, Securities, Mutual Funds, Compliance, Risk Management, Financial Analysis, Analysis, Process Improvement, Data Analysis, Operations Management, Call Center, Mergers, Team Building, hyperion reporting, Trading, Call Centers, Settlement, Business Process, Project Management, Equities, Financial Services, Investments, Finance, Mergers & Acquisitions, Asset Management, Requirements Gathering, Software Documentation, Quality Assurance, SharePoint, Vendor Management, Fixed Income, Banking, Relationship Management, Back Office, Portfolio Management, SDLC, Financial Risk, Capital Markets, Derivatives, Options, Management, Consulting

Education
The University of North Dakota   1993 — 1997
Bachelor of Arts, Management

Devils Lake Central High School

Mark Colburn Mark Colburn Greater Minneapolis-St. Paul Area Details
Mark Colburn's Wells Fargo Investments Experience August 2009 - May 2010
Job Financial Analyst II at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters  April 2011 - Present
Mendota Insurance  May 2010 - March 2011
Wells Fargo Investments   August 2009 - May 2010
Travel Leaders  June 2009 - June 2009
Target  August 2007 - April 2009
Mendota Insurance  June 2007 - December 2008

Skills
Investments, Financial Analysis, Accounting, Financial Modeling, Analysis, Finance, Budgets, Process Improvement, Account Reconciliation, Microsoft Excel, Variance Analysis, Customer Service

Education
The University of North Dakota   2006 — 2009
B.B.A. with a Major in Managerial Finance & Accounting, Entrepreneurship

Randolph Tatum Randolph Tatum Greater Minneapolis-St. Paul Area Details
Randolph Tatum's Wells Fargo Investments Experience August 2007 - February 2008
Job Data Entry and Research Specialist
Industry Hospital & Health Care
Experience
Hennepin County Medical Center  October 2014 - Present
National Cooperative Grocers Association  October 2012 - March 2014
Donaldson Company  August 2010 - August 2012
Wells Fargo Home Mortgage  December 2008 - June 2009
Donaldson Company  May 2008 - November 2008
Wells Fargo Investments   August 2007 - February 2008
Linden Hills Co-op  January 1996 - August 2006

Education
Stephen F. Austin State University
Bachelor of Business Administration, Finance & Accounting

George Lucker George Lucker Spokane, Washington Area Details
George Lucker's Wells Fargo Investments Experience September 2006 - April 2010
Job VP of Business Development at Diverse Energy Investment Group
Industry Financial Services
Experience
Diverse Energy Investment Group   April 2010 - Present
Wells Fargo Investments   September 2006 - April 2010
Smith Barney  2002 - 2006
Merrill Lynch  1999 - 2002

Education
University of Idaho   1987 — 1993
BS Pol Sci, BS History

Joseph (Jody) Donovan Joseph (Jody) Donovan Fredericksburg, Texas Details
Joseph (Jody) Donovan's Wells Fargo Investments Experience January 2004 - January 2009
Job LPL Investment Advisor Representative at Joseph Financial Partners
Industry Financial Services
Experience
Joseph Financial Partners   January 2009 - Present
Wells Fargo Investments   January 2004 - January 2009

Skills
Retirement Planning, Insurance, IRA's, Annuities, 401k, Stocks, Financial Planning, Mutual Funds, Series 66, Series 7, Securities, Wealth Transfer, Small Business, Retirement, Long Term Care, Annuity, Asset Allocation, Disability Insurance, Retirement Income..., 401k Rollovers, FINRA, Insurance Planning, Wealth Management, Estate Planning, Strategic Financial...

Education
University of Houston, C.T. Bauer College of Business   2000 — 2002
Bachelor of Business Administration (B.B.A.), Program for Excellence in Selling

University of Houston   1999 — 2002
BBA, Marketing

Texas State University   1990 — 1991

Joe Gantner Joe Gantner Cedar Rapids, Iowa Area Details
Joe Gantner's Wells Fargo Investments Experience January 2004 - November 2005
Job financial advisor at Gantner Financial Strategies
Industry Financial Services
Experience
Gantner Financial Strategies   January 2006 - Present
Wells Fargo Investments   January 2004 - November 2005
Aid Assn for Lutherans/Thrivent   October 1997 - December 2003

Skills
Series 63, Investment Strategies, Asset Managment, Insurance, Financial Analysis, Equities, IRAs, 401k, 401k Rollovers, Series 7

Education
The Ohio State University   1971 — 1976
Bachelor of Arts (B.A.), Journalism

Douglas Emitte Douglas Emitte Roseville, California Details
Douglas Emitte's Wells Fargo Investments Experience June 2001 - March 2009
Job Wealth Management
Industry Financial Services
Experience
DAE Capital Strategies   March 2013 - Present
Ameriprise Financial Services, Inc.   August 2011 - March 2013
FOX40 News  November 2011 - October 2012
Morgan Stanley Smith Barney  March 2009 - August 2011
Wells Fargo Investments   June 2001 - March 2009
Morgan Stanley Dean Witter  March 1997 - June 2001

Skills
Strategic Partnerships, Finance, Wealth Management, Retirement Planning, Investments, Strategic Planning, Small Business, Business Development, 401k Rollovers, New Business Development, Long Term Care Insurance, Disability Insurance, Variable Annuities, Fixed Income Strategies, Indexed Annuities, 529 Plans, SEP IRA, Life Insurance, Small Business..., Qualified Retirement..., Roth IRA, Donor Advised Funds, Risk Management, Retirement Income..., Estate Planning, Charitable Gift Planning

Education
University of California, Davis   1989 — 1992
B.A., Communications

Jitka Hanakova Jitka Hanakova Greater Milwaukee Area Details
Jitka Hanakova's Wells Fargo Investments Experience January 2005 - April 2005
Job Business Analyst at Brookedale Senior Living | Adecco
Industry Financial Services
Experience
Brookdale Senior Living IT group Adecco   September 2015 - Present
Shipwreck Explorers LLC (seasonal summer business)   August 2008 - Present
Citi Experis   January 2013 - April 2013
MillerCoors TekSystems   January 2012 - June 2012
Northwestern Mutual Adecco   September 2010 - June 2011
M&I Bank (currently BMO Harris Bank) Kforce Inc.   January 2010 - June 2010
Northwestern Mutual  May 2005 - June 2009
Wells Fargo Investments   January 2005 - April 2005
Strong Capital Management  May 1999 - December 2004

Skills
Business Requirements, Business Analysis, Business Process..., Systems Analysis, Reporting Systems, Business Objects, Cognos, SQL Report Writing, Data Mining, MS Excel Pivot Tables, Microsoft Office, Microsoft Excel, Microsoft Word, Business Rules, Data Analysis, SharePoint, Visio, CRM, Onyx CRM, Siebel, OLAP, Business Intelligence, Access, Process Improvement, Software Documentation, Integration, Management, Analysis, Requirements Gathering, SDLC, SQL, Software Project..., Requirements Analysis, Databases, Business Process, Vendor Management, Information Technology, Data Warehousing, Customer Experience

Education
The University of North Dakota   1994 — 1999
Bachelor of Business Administration (B.B.A.), Information Management

The University of North Dakota   1994 — 1999
BBA Information Management, Information Management

Sheila Glynn-Criqui Sheila Glynn-Criqui Greater Milwaukee Area Details
Sheila Glynn-Criqui's Wells Fargo Investments Experience 2001 - 2006
Job Intermediary Operations Manager at Heartland Advisors, Inc.
Industry Investment Management
Experience
Heartland Advisors, Inc.   January 2013 - Present
Heartland Advisors, Inc.   June 2011 - December 2012
Heartland Advisors, Inc.   February 2007 - June 2011
Northwestern Mutual  2006 - 2007
Wells Fargo Investments   2001 - 2006

Skills
Investments, Mutual Funds, Relationship Management, Vendor Management, Process Improvement, Business Intelligence, Series 7, Series 63, Series 65, Salesforce.com, Client Service, Data Warehousing, Project Management, Financial Services, Transfer Agency

Education
University of Wisconsin-Milwaukee   2002 — 2006
Master of Arts, French Language and Literature

St. Norbert College   1995 — 1999
BBA, International Business and French

Chip Reed Chip Reed Austin, Texas Area Details
Chip Reed's Wells Fargo Investments Experience October 2000 - June 2001
Job Restaurateur and Entrepreneur
Industry Food & Beverages
Experience
Roll On Sushi Diner   July 2011 - Present
Reed Partners Group LLC   2008 - Present
Abundance Home Mortgage, LLC   February 2010 - June 2011
BNI - Business Builders Network   2004 - June 2011
Level Funding, LLC   September 2008 - January 2010
Broadloans, Inc   August 2004 - August 2008
Wholesale Subprime Mortgage Lending   December 2003 - July 2004
Wealth Management ServicesPlains Capital Wealth Management   September 2002 - September 2003
Citicorp Investment Services  July 2001 - August 2002
Wells Fargo Investments   October 2000 - June 2001

Skills
Mortgage Lending, Investments, Strategic Financial..., Loans, Retirement Planning, New Business Development, Banking, Sales, Investment Properties, Start-ups, Insurance, Financial Services

Education
Texas Tech University   1993 — 1999
Bachelor of Science, Family Financial Planning

Steve Chon Steve Chon Los Angeles, California Details
Steve Chon's Wells Fargo Investments Experience February 2006 - February 2007
Job Vice President, Wealth Advisor at BBCN Investment Services
Industry Financial Services
Experience
BBCN Investment Services   August 2015 - Present
Panamera Capital   February 2011 - March 2015
Euro Pacific Capital  December 2007 - February 2011
Morgan Stanley  June 2007 - December 2007
Wells Fargo Investments   February 2006 - February 2007

Skills
Asset Allocation, Wealth Management, Investment Advisory, Investments, Financial Planning, Portfolio Manager

Education
University of California, San Diego
Bachelor's degree

Jennifer Keck Jennifer Keck Boise, Idaho Area Details
Jennifer Keck's Wells Fargo Investments Experience January 1999 - January 2002
Job Connecting local businesses through marketing, partnerships and education
Industry Nonprofit Organization Management
Experience
Idaho Rivers United  October 2014 - Present
Independent Consultant  January 2012 - June 2014
Front Royal Visitors Center and Tourism Department   September 2007 - December 2011
Scenic 340 Project   July 2005 - March 2007
State Farm Insurance  June 2003 - May 2004
Home Federal Investments   September 2002 - May 2003
Wells Fargo Investments   January 1999 - January 2002

Skills
Promotions, Advertising, Planning, Event Management, Customer Relations, Event Planning, Marketing Strategy, Research, Tourism, Non-profits, Problem Solving, Small Business, New Business Development, Nonprofits, Public Relations, Budgets, Fundraising, Management, Marketing, Customer Service, Public Speaking, Project Planning, Sales, Team Building

Education
University of Kentucky   1987 — 2000
Bachelor of Science (B.S.), Agriculture, Equine Science

University of Kentucky   1987 — 1990
Bachelor of Science, Agriculture

Darrell Brooks Darrell Brooks Houston, Texas Area Details
Darrell Brooks's Wells Fargo Investments Experience 2001 - 2003
Job Branch Manager at Raymond James Financial Services, Inc., Member FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Services, Inc., Member FINRA/SIPC   May 2009 - Present
Banc of America Investment Services, Inc.   2003 - 2009
Wells Fargo Investments   2001 - 2003
Banc of America Investments  1993 - 2001

Skills
Investments, Series 7, Wealth Management, Strategic Financial..., Financial Advisory, Finance

Education
Texas State University-San Marcos
B.B.A., Finance

Eduardo Neal Eduardo Neal San Francisco Bay Area Details
Eduardo Neal's Wells Fargo Investments Experience October 1999 - October 2001
Job PMP, CSM
Industry Financial Services
Experience
Bank of the West  March 2015 - Present
Carlisle & Gallagher Consulting Group  April 2013 - February 2015
JPMorgan Chase & Co.   April 2013 - December 2014
Bank of the West  April 2011 - August 2012
Wells Fargo  January 2010 - January 2011
Deloitte  January 2009 - September 2009
PENSCO Trust Company  May 2008 - December 2008
First Republic Bank  April 2002 - August 2007
MJK Clearing Inc   October 2001 - April 2002
Wells Fargo Investments   October 1999 - October 2001

Skills
Process Improvement, Integration, PMP, Financial Services, Series 7, Risk Management, SDLC, CRM, Mergers & Acquisitions, Training, Leadership, Testing, Banking, Management, Software Documentation, Vendor Management, Finance, Scrum, Access Database, Investments, Data Analysis, Equities, Change Management

Education
University of California, Santa Cruz   2005 — 2007

San Francisco State University

Colleen Pyle Colleen Pyle San Antonio, Texas Details
Colleen Pyle's Wells Fargo Investments Experience June 2010 - August 2010
Job Realtor at Neal & Neal Team
Industry Construction
Experience
Neal & Neal Team   February 2015 - Present
Ryland Homes  November 2013 - February 2015
Expeditors  October 2011 - June 2013
Expeditors International  October 2011 - September 2012
Texas Tech University  May 2009 - May 2011
MKTG INC  May 2008 - May 2011
Wells Fargo Investments   June 2010 - August 2010
OMNITEC Solutions, Inc.   May 2009 - August 2009

Skills
Public Speaking, Microsoft Office, Public Relations, Sales, Research, Event Management, Customer Service, Marketing Strategy, Microsoft Excel, Sales Management, Supply Chain Management, International Logistics, Air Freight, Ocean Freight, Customs Brokerage, Negotiation, Management, Budgets, Leadership, Supply Chain, Account Management, Team Leadership, Marketing, Logistics, Social Networking, Cold Calling, Event Planning, Training, Social Media, Time Management, Social Media Marketing, Market Research, Marketing Communications, Inventory Management, Contract Negotiation, Customer Satisfaction, Salesforce.com, New Business Development, Retail, Advertising, Business Development, PowerPoint, Sales Operations, Team Building, Teamwork, Sales Process, Outlook, Operations Management, Recruiting, Customer Retention

Education
Texas Tech University   2009 — 2011
M.A., Communication Studies

Texas Tech University   2005 — 2009
B.A., Communication Studies

Marble Falls High School

Farbod Shoraka Farbod Shoraka Greater Los Angeles Area Details
Farbod Shoraka's Wells Fargo Investments Experience 2004 - 2006
Job CoFounder // CEO at BloomNation
Industry Consumer Services
Experience
BloomNation  May 2011 - Present
Wedbush Morgan Securities  February 2007 - February 2011
Wells Fargo Investments   2004 - 2006

Skills
Valuation, Financial Modeling, Investment Banking, Private Placements, Investments, Mergers, Venture Capital, Corporate Development, Mergers & Acquisitions, Private Equity, Entrepreneurship, Start-ups, Due Diligence, Business Development, Executive Management, Strategy, Marketing Strategy, Social Media Marketing, Social Media, Strategic Partnerships, E-commerce, Start-up

Education
University of California, Berkeley   2000 — 2004
Bachelor of Arts (B.A.), Economics

Blair Haslerud Blair Haslerud Greater Minneapolis-St. Paul Area Details
Blair Haslerud's Wells Fargo Investments Experience July 1999 - July 2007
Job Regonal Sales Manager at Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Ameriprise Financial Services, Inc  June 2015 - Present
hedberg search   October 2013 - February 2015
Gradient Financial Group  December 2011 - June 2014
RiverSource  March 2009 - December 2010
RiverSource  July 2007 - March 2009
Wells Fargo Investments   July 1999 - July 2007
Robert W. Baird & Co.   July 1991 - July 1999

Skills
Portfolio Management, Series 7, Retirement Planning, Series 63, Finance, Series 24, Recruiting, Series 66, Insurance, New Business Development, Variable Annuities, Securities, Asset Management, Uniform Combined State..., Wealth Management, Investment Management, Mutual Funds

Education
University of Minnesota-Duluth   1982 — 1988
BBA, Business, Finance

elliot

Lukas Johnson Lukas Johnson Greater Minneapolis-St. Paul Area Details
Lukas Johnson's Wells Fargo Investments Experience July 2009 - October 2009
Job Natural Gas Operations Analyst at U.S. Energy Services
Industry Logistics and Supply Chain
Experience
U.S. Energy Services   April 2013 - Present
U.S. Energy Services   September 2012 - April 2013
State Street  February 2012 - July 2012
State Street  July 2011 - February 2012
State Street  January 2011 - July 2011
CommunityAmerica Credit Union  November 2009 - January 2011
Wells Fargo Investments   July 2009 - October 2009
UBS Wealth Management  June 2008 - July 2009
LSBE Financial Markets Program  May 2008 - May 2009

Education
University of St. Thomas   2014 — 2018
Master of Business Administration (M.B.A.)

University of Minnesota-Duluth   2005 — 2009
Bachelor's of Business Administration, Financial Markets

Eric Millette Eric Millette Shakopee, Minnesota Details
Eric Millette's Wells Fargo Investments Experience November 2007 - March 2011
Job Sales Support Manager at Brokerage Firm
Industry Financial Services
Experience
Brokerage Firm  September 2012 - Present
Wells Fargo Advisors, WMG   March 2012 - September 2012
Wells Fargo Advisors, WMG   March 2011 - March 2012
Wells Fargo Investments   November 2007 - March 2011
Wells Fargo Investments   March 2005 - November 2007
Wells Fargo Investments   November 2000 - March 2005

Skills
Securities, Mutual Funds, Investments, Banking, Equities, Call Center, Risk Management, Fixed Income, Process Improvement, Analysis, Financial Analysis, Retirement Planning, Microsoft Excel, Access

Education
State University of New York College at Fredonia   1994 — 1997
Bachelor's degree, Legal Studies

alexis weinberg alexis weinberg Tucson, Arizona Area Details
alexis weinberg's Wells Fargo Investments Experience July 2009 - Present
Job Senior V.P. Structured Finance/Acquisitions at Wells Fargo Investments
Industry Financial Services
Experience
Wells Fargo Investments   July 2009 - Present
JP Morgan Chase  February 2002 - July 2009

Skills
Series 7, Retirement Planning, Wealth Management, Series 66, Investments

Education
University of California, Berkeley
Master of Business Administration (M.B.A.)

Andrew Gross Andrew Gross Greater Atlanta Area Details
Andrew Gross's Wells Fargo Investments Experience June 1996 - June 1998
Job Director of Talent Acquisition at Fortna
Industry Human Resources
Experience
Fortna  February 2014 - Present
Fortna  January 2011 - February 2014
Southern Polytechnic State University  April 2009 - September 2010
The SearchLogix Group   March 2007 - January 2009
Merritt Hawkins & Associates  May 2006 - February 2007
LA Fitness  July 2004 - July 2006
Lifetouch National School Studios  July 1998 - July 2004
Wells Fargo Investments   June 1996 - June 1998

Skills
Talent Acquisition, Recruiting, Human Resources, Executive Search, Talent Management, Leadership, Sourcing, Internet Recruiting, Management, Interviews, Applicant Tracking..., Hiring, Training, Employee Relations, Microsoft Office, College Recruiting, Six Sigma, Program Management, Project Coordination, Supply Chain, Staffing Services, Contract Recruitment, Project Management, Technical Recruiting, Strategic Sourcing, MS Project, Recruitment Training, Training Delivery, Workforce Planning, Employee Training, Onboarding, Business Process..., Succession Planning, AIRS trained, Benefits Negotiation, Employer Branding, Screening Resumes, Screening, Full-cycle Recruiting, AIRS CIR, MS Office Suite, Lean Sigma, Global Recruiting, Strategic Recruitment...

Education
University of Saint Thomas   1994 — 1998
BA, Human Resources Management

University of Saint Thomas - School of Business   2001 — 2001
Mini MBA Program

Southern Polytechnic State University   2008 — 2010
MBA, Operations Management

Brad Ott Brad Ott Greater Seattle Area Details
Brad Ott's Wells Fargo Investments Experience 2000 - 2011
Job Treasury Analyst and Investment Operations Analyst / Manager
Industry Financial Services
Experience
Outerwall  2012 - 2014
Wells Fargo Investments   2000 - 2011
Ragen MacKenzie  1998 - 2000

Skills
Financial Analysis, Vendor Management, Securities, Business Analysis, Investments, Banking, Management

Education
University of Iowa
Business Administration, Finance

Jody White Jody White Des Moines, Iowa Details
Jody White's Wells Fargo Investments Experience March 2002 - April 2009
Job Founding Partner, Executive Director
Industry Nonprofit Organization Management
Experience
Dress for Success Des Moines   April 2010 - Present
Wells Fargo Investments   March 2002 - April 2009

Skills
Social Networking, Nonprofits

Education
Simpson College   1998 — 2000
BA, Management

University of Iowa   1993 — 1996
Business Administration

Andrew Timms, CFA Andrew Timms, CFA New York, New York Details
Andrew Timms, CFA's Wells Fargo Investments Experience June 2007 - October 2007
Job Managerial Finance Associate at Itaú Unibanco
Industry Financial Services
Experience
Itaú Unibanco  March 2014 - Present
Itaú Unibanco  May 2012 - March 2014
BP  May 2011 - May 2012
CNAA - CIA NACIONAL DE AÇUCAR E ALCOOL S/A   October 2009 - May 2011
ERSA - Empresa de Investimento em Energias Renováveis   June 2008 - June 2009
Wells Fargo Investments   June 2007 - October 2007
Solectron  June 2005 - August 2005

Skills
Valuation, Strategic Planning, Corporate Finance, M&A due diligence, Financial Modeling, Financial Analysis, Private Equity, Due Diligence, Finance, Strategy, Mergers & Acquisitions, Start-ups, Budgets, Analysis, Portfolio Management, Investments

Education
The University of Texas at Austin   2004 — 2007
BA, Economics, Latin American Studies

University of Buenos Aires   2006 — 2006
Economics

William Elwell William Elwell Rochester, Minnesota Details
William Elwell's Wells Fargo Investments Experience June 2011 - October 2011
Job Power Systems Pricing Analyst at IBM
Industry Information Technology and Services
Experience
IBM  September 2014 - Present
IBM  September 2013 - September 2014
IBM Global Services  October 2011 - September 2013
Wells Fargo Investments   June 2011 - October 2011
Best Buy  October 2010 - January 2011
Kemps LLC  September 2007 - September 2010

Skills
Financial Analysis, Microsoft Excel, Strategic Financial..., Financial Modeling, Essbase, Hyperion Reports, Brio Query

Education
Saint Cloud State University - G.R. Herberger College of Business   2006 — 2011
B.A., Finance and Economics

Southern Cross University   2009 — 2009
Finance, Finance

Jeanann Smith Jeanann Smith Columbus, Ohio Area Details
Jeanann Smith's Wells Fargo Investments Experience December 2000 - March 2005
Job Director, Product Management at DTCC
Industry Financial Services
Experience
DTCC  October 2009 - Present
The Depository Trust & Clearing Corporation  October 2006 - October 2009
Nationwide Financial  March 2005 - October 2006
Wells Fargo Investments   December 2000 - March 2005
PrimeVest Financial Services  June 1999 - December 2000
Piper Jaffray  June 1995 - June 1999
Lincoln Financial Group  1987 - 1995
Lincoln Financial Group  1984 - 1995

Skills
Business Analysis, Mutual Funds, Fixed Annuities, Relationship Management, Vendor Management, Insurance, Project Management, SDLC, Financial Services, Banking, Management, Customer Service, Visio, Program Management, Team Leadership, Product Management, Equities, Requirements Analysis, Analysis, Series 7, Software Project..., Requirements Gathering, Business Process, Team Building, Fixed Income, Series 63, Securities, Process Improvement, Strategic Planning, Risk Management

Education
St. Catherine University   1996 — 1997
Business Management

University of Saint Francis   1991 — 1995
Business Management

Jill Boruck Jill Boruck Austin, Texas Area Details
Jill Boruck's Wells Fargo Investments Experience August 2007 - October 2009
Job Experienced Customer Service Professional
Industry Financial Services
Experience
Internal Revenue Service  December 2010 - Present
Jill Boruck, EA   March 1990 - December 2010
Wells Fargo Investments   August 2007 - October 2009
AIG Financial Advisors  January 2006 - August 2007
Horner Townsend and Kent   May 2002 - January 2006

Education
San Jose State University
Bachelor of Arts, English, Elementary Education

Jason Goepfert Jason Goepfert Greater Minneapolis-St. Paul Area Details
Jason Goepfert's Wells Fargo Investments Experience August 1995 - January 2000
Job Founder, Sundial Capital Research, Inc.
Industry Investment Management
Experience
Sundial Capital Research, Inc.   April 2001 - Present
Deephaven Capital Management  April 2000 - September 2000
Wells Fargo Investments   August 1995 - January 2000

Skills
Investments, Trading, Business Development, Analysis, Financial Markets, Entrepreneurship, Risk Management, Hedge Funds, Asset Management, Venture Capital, Portfolio Management, Business Strategy, Equities, Market Analysis, Alternative Investments, Securities, Options, Investment Strategies, Valuation, Commodity, Financial Analysis, Private Equity, FX Options, Trading Systems, Fixed Income, Investment Banking, Corporate Development, Strategic Financial..., Mutual Funds, Capital Markets, Retirement Planning, Asset Allocation, Economics, Investment Management, Emerging Markets, Derivatives, Financial Advisory, Financial Services, Bonds, Investor Relations, Wealth Management, Investment Advisory, Financial Modeling, Mergers & Acquisitions, Start-ups, Technical Analysis, Series 7, Corporate Finance, Due Diligence, Finance

Education
University of Minnesota - Carlson School of Management

Chris Mendel Chris Mendel San Francisco Bay Area Details
Chris Mendel's Wells Fargo Investments Experience April 2009 - June 2009
Job Paraplanner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2009 - Present
Wells Fargo Investments   April 2009 - June 2009
Wells Fargo Bank  November 2004 - June 2009

Education
San Jose State University   2005 — 2008
BS, Marketing

Rahim Allana Rahim Allana Greater Minneapolis-St. Paul Area Details
Rahim Allana's Wells Fargo Investments Experience November 2006 - February 2007
Job Systems Engineer at Thermo King
Industry Electrical/Electronic Manufacturing
Experience
Thermo King  January 2011 - Present
Ingersoll Rand  January 2008 - December 2010
Thermo King  March 2007 - January 2008
Wells Fargo Investments   November 2006 - February 2007
Watlow Electric  November 2005 - November 2006
IBM  March 1999 - November 2005
CIBER Inc.  March 1999 - October 2005

Skills
Process Improvement, Quality Assurance, Regression Testing, Software Engineering, Requirements Analysis, Software Development, Testing, Cloud Computing, Software Documentation, Automation, C++, Agile Methodologies, Firmware, Product Development, Electronics, Hardware, Test Automation, C, Systems Engineering, Embedded Systems, Integration

Education
St. Cloud State University   1996 — 1999
BS, Electrical Engineering

St. Cloud State University - Herberger Business School   1996 — 1998
BS, Electrical Engineering

Daryl Holzberg Daryl Holzberg Orange County, California Area Details
Daryl Holzberg's Wells Fargo Investments Experience 2000 - 2002
Job Business Development at Epic Freight Solutions
Industry Transportation/Trucking/Railroad
Experience
Epic Freight Solutions   January 2013 - Present
Reliant Solutions, Inc.   August 2012 - January 2013
Platinum Resource Group, Inc.   2012 - July 2012
Business Development  2010 - 2012
Private Asset Group, Inc.   2006 - May 2010
Courtlandt Securities Corp   2005 - 2006
Wells Fargo Private Client Services / Wells Fargo Investments   2002 - 2005
Wells Fargo Investments   2000 - 2002
Cal Fed Investments  1997 - 2000
American Savings Bank  1994 - 1998

Skills
Management Consulting, Sales Management, Strategic Consulting, Retention, Business Strategy, Business Turnaround, Financial Advisory, New Business Development, Strategic Planning, Business Process Design, Business Process..., Professional Staffing, Professional Consulting, Business Consulting, Strategic Coaching, Strategic Selling, Financial Services, Coaching, Recruiting, Insurance, Due Diligence, Sales Operations, Managing Start-ups, Salesforce.com, Cold Calling, Customer Retention, Management, Outsourcing, Business Development, Entrepreneurship, Risk Management, Training, Strategic Partnerships, Start-ups, Lead Generation, Executive Management, Sales, Portfolio Management, Finance, Banking, CRM, Cross-functional Team..., Business Planning, Temporary Placement, Professional Services, Mergers & Acquisitions, P&L Management, SaaS, Strategy, Enterprise Software

Education
University of California, Los Angeles   1988 — 1992
Bachelor of Arts (B.A.), Political Science

Montclair College Prep   1982 — 1988
junior high and high school

Jeff Wick Jeff Wick Iowa City, Iowa Area Details
Jeff Wick's Wells Fargo Investments Experience July 2007 - January 2010
Job AVP, Relationship Management at Continuity Partners Group
Industry Financial Services
Experience
Continuity Partners Group   September 2015 - Present
Feltl and Company  December 2014 - July 2015
US Bancorp Investment Inc  January 2010 - December 2014
Wells Fargo Investments   July 2007 - January 2010
Federated Investors  May 2002 - July 2007
Van Kampen Investments  June 2000 - April 2002
Prudential  1998 - 2000

Education
University of Iowa   1993 — 1998
athletics

Manitowoc Lincoln High School   1989 — 1993

Don Prellwitz Don Prellwitz Greater Minneapolis-St. Paul Area Details
Don Prellwitz's Wells Fargo Investments Experience March 2005 - November 2011
Job Operations Manager at McGladrey
Industry Financial Services
Experience
McGladrey  August 2013 - Present
Groveland Capital   March 2013 - Present
Financial Industry Technical Services, Inc. (FITS-Inc.)   October 2011 - October 2012
Wells Fargo Investments   March 2005 - November 2011
Wells Fargo Investments   March 2001 - February 2005
US Bancorp Piper Jaffray  September 1997 - March 2001

Skills
Securities, Series 7, Mutual Funds, Equities, Fixed Income, Risk Management, Process Improvement, Investments, Asset Managment, Brokerage, Financial Services, Trading, Mergers & Acquisitions, Portfolio Management, FINRA, Asset Management, Wealth Management, Finance, Analysis

Education
University of Minnesota-Twin Cities   1992 — 1996
Bachelor of Science (BS), Finance, General

Arpit Desai Arpit Desai Houston, Texas Area Details
Arpit Desai's Wells Fargo Investments Experience June 2005 - August 2005
Job Portfolio Management Associate at EDP Renováveis
Industry Oil & Energy
Experience
EDP Renováveis  April 2014 - Present
Innovari  January 2013 - May 2013
Liberty Mutual Insurance  June 2012 - August 2012
Texas Venture Labs  January 2012 - May 2012
Plasma2Energy™   August 2011 - December 2011
Quorum Business Solutions  August 2006 - June 2011
Wells Fargo Investments   June 2005 - August 2005

Skills
Business Analysis, Financial Modeling, Data Analysis, Valuation, Microsoft Office, Management Consulting, Requirements Analysis, Cross-functional Team..., IT Strategy, Analysis, Business Process..., Business Strategy

Education
The University of Texas at Austin - The Red McCombs School of Business   2011 — 2013
Master of Business Administration, CleanTech, Finance

The University of Texas at Austin   2002 — 2006
Bachelor of Business Administration, Finance, Asian Studies

Kempner High School   1998 — 2002

Liny Li Liny Li San Francisco Bay Area Details
Liny Li's Wells Fargo Investments Experience May 2002 - December 2007
Job Financial Advisor at Bank of the West
Industry Insurance
Experience
Bank of the West  October 2012 - Present
Bank of America Merrill Lynch  March 2010 - July 2012
TD Ameritrade  December 2007 - July 2009
Wells Fargo Investments   May 2002 - December 2007

Skills
Retirement Planning, Investments, Series 7, Finance, Retail Banking, Financial Services, Strategic Financial..., Portfolio Management, Mortgage Lending, Management

Education
San Francisco State University, College of Business   2001 — 2006
Bachelor of Science (B.S.), Finance

Chinese School

Peter Byeon Peter Byeon Los Angeles, California Details
Peter Byeon's Wells Fargo Investments Experience April 2009 - August 2009
Job Registered Associate
Industry Financial Services
Experience
Morgan Stanley Wealth Management  April 2013 - Present
Wells Fargo Bank  January 2010 - April 2013
Wells Fargo Bank  September 2009 - December 2009
Wells Fargo Investments   April 2009 - August 2009
Wells Fargo Bank  January 2006 - April 2009

Skills
Series 7, Investments, Portfolio Management, Wealth Management, Banking, Customer Service, Equities, Financial Analysis, Financial Services, Management, Microsoft Excel, Microsoft Office, Mutual Funds

Education
University of California, San Diego   2000 — 2005
Bachelor of Science (B.S.), Computer Science

Chris Cron Chris Cron Greater Minneapolis-St. Paul Area Details
Chris Cron's Wells Fargo Investments Experience Brokerage ServicesWells Fargo2007 - Present
Job Investment Service Rep at Wells Fargo Investments
Industry Investment Banking
Experience
Wells Fargo Investments   Brokerage ServicesWells Fargo2007 - Present

Education
St. Cloud State University   1990 — 1994
B.A., P.R/Speech Comm.

St. Cloud State University - Herberger Business School   1990 — 1994

Kennon Osborne-Klein Kennon Osborne-Klein Greater Los Angeles Area Details
Kennon Osborne-Klein's Wells Fargo Investments Experience June 2005 - Present
Job Sr. Financial Consultant, Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Investments   June 2005 - Present
Washington Mutual  June 1999 - June 2004

Education
University of California, Davis   1993 — 1995

Jon Rohloff Jon Rohloff Duluth, Minnesota Area Details
Jon Rohloff's Wells Fargo Investments Experience February 2005 - February 2006
Job Sales Rep at Stryker Surgical
Industry Medical Devices
Experience
Stryker Instruments  February 2008 - Present
Stryker Orthopedics  October 2006 - January 2008
RBC Dain Rauscher  March 2006 - September 2006
Wells Fargo Investments   February 2005 - February 2006
RBC Dain Rauscher  October 2001 - January 2005
Cincinnati Cyclones  September 2000 - April 2001
Kansas City Blades   November 1998 - April 2000
Kentucky Thoroughblades   September 1998 - October 1998
Boston Bruins  October 1993 - April 1998

Skills
Marketing, Customer Service, Medical Devices, Team Building, Sales, Account Management, Management, Sales Operations, Leadership, Sales Management, New Business Development, Public Speaking, Cold Calling, Coaching

Education
University of Minnesota Duluth   1988 — 1992
B.B.A, Finance

Adrienne (Bremner) Haley Adrienne (Bremner) Haley Greater Minneapolis-St. Paul Area Details
Adrienne (Bremner) Haley's Wells Fargo Investments Experience 2001 - 2011
Job Business Process Consultant at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities  September 2014 - Present
Verus Consulting Group LLC  December 2012 - August 2014
D.A. Davidson & Co. through Verus Consulting Group, LLC.   March 2013 - 2014
Wells Fargo Securities  June 2012 - February 2013
Wells Fargo  September 2011 - April 2012
Wells Fargo Investments   2001 - 2011
Norwest Investment Services Inc.   1999 - 2001
RBC Dain Rauscher  1990 - 1997

Skills
Training Delivery, Coaching, Instructional Design, Blended Learning, Leadership Development, Change Management, Organizational..., Team Building, Process Improvement, E-learning, Strategic Planning, Team Management, Project Management, Learning Management, Integration, Call Centers, Business Process..., Leadership, Training, Management, Risk Management, Mergers & Acquisitions, Employee Engagement, E-Learning, Business Strategy, Analysis, Vendor Management, Employee Training, Strategy, Business Analysis, Talent Management, Team Leadership, Performance Management, Banking, Program Management, Financial Services, Operations Management, CRM

Education
University of St. Thomas   2001 — 2003
Business

St. Cloud State University   1988 — 2000
Business

Anna Retsema Anna Retsema Richmond, Virginia Area Details
Anna Retsema's Wells Fargo Investments Experience May 2001 - March 2004
Job WFA Regional Supervisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  March 2014 - Present
Wells Fargo Advisors  January 2009 - March 2014
Wachovia Securities  July 2007 - December 2008
Wachovia Securities  June 2005 - July 2007
RBC Dain Rauscher  April 2004 - May 2005
Wells Fargo Investments   May 2001 - March 2004
Ameriprise Financial Advisors  November 1996 - May 2001
IBM Global Services  June 1996 - November 1996

Skills
Series 9, Series 10, Series 7, Series 63, Investments, Securities, Brokerage, Financial Services, Banking

Education
The University of Connecticut   1988 — 1993
Bachelor's, Political Science

Don Pinkard Don Pinkard Greater St. Louis Area Details
Don Pinkard's Wells Fargo Investments Experience 2004 - 2012
Job CTO at Top Investment Company
Industry Financial Services
Experience
Top Investment Company   December 2012 - Present
Wells Fargo / HD Vest   2004 - 2012
Wells Fargo Investments   2004 - 2012
Wells Fargo Bank  2004 - 2012
JPMorgan  2000 - 2004
JPMorgan Chase  2000 - 2004

Skills
SDLC, Vendor Management, Business Analysis, Enterprise Architecture, Financial Services, Disaster Recovery, Agile Methodologies, Risk Management, Portfolio Management, Banking, Requirements Analysis, Visio, Process Improvement, Integration, Program Management, Data Center, IT Management, CRM, Business Intelligence, Microsoft SQL Server, Project Management, SQL, Strategic Planning, Securities, Databases, ITIL, IT Strategy

Education
The University of Texas at Arlington - College of Business
Master of Business Administration (MBA)

The University of Texas at Austin
Bachelor of Applied Science (B.A.Sc.)

Christina Mosher Christina Mosher Greater Minneapolis-St. Paul Area Details
Christina Mosher's Wells Fargo Investments Experience November 2005 - January 2007
Job Stable Value Senior Associate Contract Analyst at Galliard Capital Management
Industry Investment Banking
Experience
Galliard Capital Management  May 2014 - Present
Galliard Capital Management  October 2011 - May 2014
Galliard Capital Management  January 2009 - October 2011
Wells Fargo Bank  January 2007 - January 2009
Wells Fargo Investments   November 2005 - January 2007
Wells Fargo Investments   May 2005 - November 2005

Skills
Financial Analysis, Fixed Income, Contract Management, Process Improvement, Fund Accounting, Financial Reporting, Structured Products, MBS, ABS, Mutual Funds, Asset Management, Portfolio Management, Microsoft Excel, Finance, Investments

Education
The College of St. Scholastica   2001 — 2005
Bachelor of Arts, Applied Economics

Roberta McGill Roberta McGill Greater Seattle Area Details
Roberta McGill's Wells Fargo Investments Experience July 1996 - October 2008
Job
Industry Financial Services
Experience
The Evergreen State College  November 2014 - Present
McAdams Wright Ragen  June 2010 - November 2014
Wells Fargo Investments   July 1996 - October 2008

Education
Seattle University   1993 — 1997

Lori Hauge-Gunther Lori Hauge-Gunther Greater Minneapolis-St. Paul Area Details
Lori Hauge-Gunther's Wells Fargo Investments Experience October 2000 - June 2011
Job Available for call coaching, client service training, development, compliance, project management
Industry Financial Services
Experience
Wells Fargo The Private Bank  January 2012 - Present
Brokerage Financial Services   October 2011 - Present
Wells Fargo Advisors  June 2010 - October 2011
Wells Fargo Investments   October 2000 - June 2011
Wells Fargo Investments   February 2000 - October 2000
Wells Fargo Investments   May 1998 - February 2000

Skills
Risk Management, Training, Employee Training, Management, Mutual Funds, Software Documentation, Financial Services, Team Building, Project Management, Coaching, Trading, Equities, Fixed Income, Relationship Management, Series 24, Series 63, Series 7, FINRA, Retirement Planning, Asset Managment, Investments

Education
Saint Cloud State University - G.R. Herberger College of Business   1986 — 1989
b.s., finance

University of Minnesota-Morris   1984 — 1986
Bachelor of Science (B.S.), Finance

Fred Shaw Fred Shaw Greater Denver Area Details
Fred Shaw's Wells Fargo Investments Experience January 1995 - September 2001
Job Banker at US Bank
Industry Health, Wellness and Fitness
Experience
U.S. Bank   May 2010 - Present
The Terryberry Company   March 2008 - February 2010
FS Financial Services   2001 - 2008
Wells Fargo Investments   January 1995 - September 2001

Skills
Sales, Networking, Sales Management, Business Development, Cold Calling, Leadership, Coaching, B2B, Strategic Planning, Customer Retention, Mortgage Lending, Small Business

Education
University of Colorado Boulder
MA, Education

Laura Tsang Laura Tsang San Francisco Bay Area Details
Laura Tsang's Wells Fargo Investments Experience June 2000 - August 2003
Job Senior Director at Evolve Discovery
Industry Legal Services
Experience
Evolve Discovery  January 2005 - Present
Wells Fargo Investments   June 2000 - August 2003

Education
University of San Francisco   2007 — 2009
MSFA, Finance

University of California, Davis   2001 — 2004

The Chinese University of Hong Kong   2003 — 2003
Study Abroad Program

John Casey Roach John Casey Roach New York, New York Details
John Casey Roach's Wells Fargo Investments Experience March 2006 - October 2009
Job Institutional Fixed Income at R Seelaus & CO
Industry Financial Services
Experience
R. Seelaus & Co., Inc.   March 2015 - Present
Wunderlich Securities  August 2013 - March 2015
Southwest Securities  October 2009 - July 2013
Chicago Youth Lacrosse  April 2009 - June 2013
Wells Fargo Investments   March 2006 - October 2009

Skills
Series 7, Finance, Bloomberg, Series 63, Bloomberg Terminal, Uniform Combined State..., Investments, FINRA, Market Access, Microsoft Excel, Microsoft Office, Municipal Bonds

Education
St. Lawrence University   2001 — 2005

Linda Harmon Linda Harmon Greater Minneapolis-St. Paul Area Details
Linda Harmon's Wells Fargo Investments Experience 2002 - 2007
Job Principal at Harmon & Hartmon Financial Group, LLC
Industry Financial Services
Experience
Harmon & Hartmon Financial Group LLC   2007 - Present
Wells Fargo Investments   2002 - 2007
U.S. Bank/Piper Jaffray   1994 - 2002
National and Local CPA Firms   1984 - 1994

Skills
Financial Planning, Investment Planning, Life and Long Term Care...

Education
St. Catherine University
B.A. in Business Administration, Emphasis: Accounting

Marie Kacmarsky Marie Kacmarsky Providence, Rhode Island Area Details
Marie Kacmarsky's Wells Fargo Investments Experience August 1998 - October 2000
Job Bristol Community College
Industry Investment Management
Experience
Bristol Community College  2009 - 2010
Kappa Alpha Theta Advisory Board   2004 - 2010
Bank of New York Mellon  June 2005 - November 2009
TD Waterhouse  2000 - 2003
Wells Fargo Investments   August 1998 - October 2000

Education
University of Rhode Island   2006 — 2008
MBA

University of California, Davis   1995 — 1999
BS, Economics

John J. Wire John J. Wire Greater Minneapolis-St. Paul Area Details
John J. Wire's Wells Fargo Investments Experience June 2005 - April 2008
Job Senior Vice Pres. at Robert W. Baird &Co.
Industry Financial Services
Experience
Robert W. Baird & Co.   April 2008 - Present
Wells Fargo Investments   June 2005 - April 2008
Raymond James Financial  May 1989 - June 2005

Education
University of Minnesota - Carlson School of Management   1983 — 1985

Michele Sandberg Miley Michele Sandberg Miley Greater Minneapolis-St. Paul Area Details
Michele Sandberg Miley's Wells Fargo Investments Experience September 1997 - June 1999
Job
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   Sales Supervision ManagerAmeriprise Financial Services, Inc.May 2010 - March 2015
RiverSource Fund Distributors, Inc at Ameriprise Financial   October 2009 - May 2010
U.S. Bancorp Investments, Inc.   April 2007 - October 2009
TCF Bank  December 2004 - July 2006
Deephaven Capital Management  April 2002 - September 2004
Dougherty & Company  July 1999 - July 2001
Wells Fargo Investments   September 1997 - June 1999
RBC Dain Rauscher  September 1995 - September 1997

Skills
Customer Service, Risk Management, Financial Services, Series 7, Series 9/10, Series 24, Series 66

Education
Little Falls Community High School

University of Minnesota Duluth
BA, Chemistry and Spanish

Christopher K. Lutzel Christopher K. Lutzel Phoenix, Arizona Area Details
Christopher K. Lutzel's Wells Fargo Investments Experience April 2002 - July 2003
Job Financial Advisor at Grand Canyon Planning Associates
Industry Financial Services
Experience
Grand Canyon Planning Associates   August 2012 - Present
Rock Bridge Financial, LLC   January 2011 - August 2012
Royal Alliance Associates, Inc.   February 2009 - December 2010
AIG Financial Advisors  October 2004 - November 2008
H & R Block Financial Advisors  May 2004 - October 2004
Charles Schwab  October 2003 - May 2004
Wells Fargo Investments   April 2002 - July 2003
Morgan Stanley  May 1999 - April 2002
Merrill Lynch  August 1995 - May 1999

Skills
Retirement Planning, Investments, Securities, Financial Services, Financial Planning, Finance

Education
University of Arizona   1984 — 1987
Business Administration

Jim Maurice Jim Maurice Peoria, Illinois Area Details
Jim Maurice's Wells Fargo Investments Experience July 2005 - October 2007
Job Marketing Consultant
Industry Management Consulting
Experience
Times News Group   April 2014 - Present
Dex One  September 2013 - April 2014
Pat McGrath DodgeCountry   September 2012 - May 2013
Sourcemedia/Gazette   July 2011 - July 2012
Modern Piping  September 2010 - June 2011
Kaplan  March 2009 - April 2010
Kaplan University  March 2009 - April 2010
PMX Industries  July 2008 - October 2008
Wachovia Securities, LLC  October 2007 - April 2008
Wells Fargo Investments   July 2005 - October 2007

Skills
Account Management, Sales, Customer Service, Strategic Planning, Team Building, New Business Development, Microsoft Office, Marketing Strategy, Social Media, Process Improvement, Cold Calling, Coaching, Sales Management, Training, Recruiting, Advertising, Talent Management, Social Media Marketing, CRM, Team Leadership, Leadership, Forecasting, B2B, Marketing Communications, Social Networking, Marketing, Financial Analysis, Strategy, Public Speaking, Business Development, Logistics, Public Relations, Online Advertising, Sales Process, Data Analysis, Customer Satisfaction, Salesforce.com, Contract Negotiation

Education
University of Iowa   1986 — 1989
BS, Economics and Math

Andrew Shanbrom Andrew Shanbrom Washington D.C. Metro Area Details
Andrew Shanbrom's Wells Fargo Investments Experience September 2002 - February 2003
Job Special Counsel at US Securities and Exchange Commission
Industry Law Practice
Experience
US Securities and Exchange Commission  July 2013 - Present
US Securities and Exchange Commission  April 2009 - July 2013
McDermott Will and Emery  October 2007 - April 2009
the Circuit Court for Baltimore City  August 2006 - August 2007
WM Financial Services (A Washington Mutual Company)   April 2003 - August 2003
Wells Fargo Investments   September 2002 - February 2003
Prudential Securities  June 1999 - August 2002

Skills
Finance, Legal Research, Securities Regulation, Litigation, Legal Writing, Civil Litigation, Corporate Governance, Corporate Law, Securities, Mergers, Investment Advisers Act

Education
University of California, Berkeley
B.A., Political Science

University of Maryland Francis King Carey School of Law
J.D.

Anthony Pluth Anthony Pluth Greater Minneapolis-St. Paul Area Details
Anthony Pluth's Wells Fargo Investments Experience August 2010 - December 2010
Job Actuarial Analyst
Industry Insurance
Experience
Arthur J. Gallagher & Co.   December 2010 - Present
Wells Fargo Investments   August 2010 - December 2010

Skills
Retirement Plan..., Defined Benefit, Individual Pension Plans, Pension Administration, Actuarial Science, Process Improvement, VBA, Microsoft Excel, Microsoft Word, Access, Insurance

Education
St. Olaf College   2006 — 2010
Bachelor of Arts (BA), Mathematics

Aaron Levin Aaron Levin Greater Minneapolis-St. Paul Area Details
Aaron Levin's Wells Fargo Investments Experience February 2001 - March 2010
Job Product Manager at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial  February 2010 - Present
Wells Fargo Investments   February 2001 - March 2010
ING Investment Management  July 2000 - February 2001
Piper Jaffray  August 1998 - July 2000

Education
St. Cloud State University   1995 — 1998
BS, Finance, Economics

Mark Grotte Mark Grotte Greater Minneapolis-St. Paul Area Details
Mark Grotte's Wells Fargo Investments Experience December 2002 - July 2009
Job President and Owner Mathnasium Lakeville & Mathnasium Savage
Industry Education Management
Experience
Mathnasium Lakeville & Savage   October 2009 - Present
Wells Fargo Investments   December 2002 - July 2009
US Bancorp Piper Jaffray  March 2000 - December 2002
Aetna Financial Services  August 1998 - March 2000
Piper Capital Management  June 1988 - June 1998
Edward D Jones   October 1983 - June 1988
Nalco Chemical Company  March 1982 - September 1983
US Army Corps of Engineers  June 1976 - March 1982

Skills
Program Management, Strategic Planning, Team Building, Leadership Development, Business Strategy, Management Consulting, Start-ups, Wealth Management, Strategy, Financial Services, Analysis, Sales, Team Leadership, Risk Management, Leadership, Operations Management, Project Planning, Process Improvement, Management, Cross-functional Team...

Education
United States Military Academy at West Point   1972 — 1976
BS, Engineering Mechanics

Brandon Sather, MBA Brandon Sather, MBA Lincoln, Nebraska Area Details
Brandon Sather, MBA's Wells Fargo Investments Experience August 2010 - January 2011
Job Acquisition Analyst at Ameritas
Industry Financial Services
Experience
Ameritas  March 2015 - Present
Securian Financial Group  April 2013 - February 2015
State of Minnesota  December 2012 - May 2013
Minnesota Department of Revenue  January 2011 - December 2012
Wells Fargo Investments   August 2010 - January 2011

Skills
Risk Management, Team Leadership, Leadership, Financial Modeling, Financial Analysis, Valuation, Mergers & Acquisitions, Strategic Planning, Securities, Microsoft Office, Access, Microsoft Excel, PowerPoint, Sales, Data Analysis, Team Building, Microsoft Word, Recruiting, Marketing, Leadership Development, Inventory Management, Project Management, Forecasting, Budgets, Accounting, Auditing, Management, Analysis, Finance, Time Management, Market Research, Financial Reporting, Business Analysis, Customer Service, Investments, Strategy

Education
University of Minnesota - Carlson School of Management   2011 — 2013
MBA, Corporate Finance & Investment Banking

Fundação Getúlio Vargas   2014 — 2014
Doing Business In Brazil Seminar, International Business

University of Wisconsin-Whitewater   2004 — 2008
BBA, Finance, Mathematics, Spanish

Northfield High School   2000 — 2004

Joanne Llewelyn Joanne Llewelyn Greater Seattle Area Details
Joanne Llewelyn's Wells Fargo Investments Experience 2004 - June 2011
Job Internal Relationship Manager at Symetra
Industry Financial Services
Experience
Symetra  March 2015 - Present
Symetra  August 2012 - March 2015
Symetra  October 2011 - August 2012
Wells Fargo Investments   2004 - June 2011
Wells Fargo Investments   October 2001 - 2004
Smith Barney  September 1994 - June 2001

Skills
Risk Management, Leadership, Fixed Income, Vendor Management, Management, FINRA, Trading, Strategic Planning, Strategy, Securities, Training, Investments, Financial Services, Sales, Retirement, Series 7

Education
University of California, Los Angeles
B.A.

Sue Reyneri Sue Reyneri San Francisco Bay Area Details
Sue Reyneri's Wells Fargo Investments Experience 1983 - 1985
Job Director of Finance at Junipero Serra High School
Industry Education Management
Experience
Junipero Serra High School  July 2014 - Present
Castilleja School  July 2011 - July 2014
Phillips Brooks School  July 2006 - June 2011
Sea Crest School  2000 - 2006
Silicon Graphics  1986 - 1991
Wells Fargo Investments   1983 - 1985
American Century  1981 - 1983

Skills
Fundraising, Portfolio Management, Management, Program Development, Strategic Planning, Nonprofits, Start-ups, Public Speaking, Finance, Staff Development, Strategy, Community Outreach, Grant Writing, Non-profits, Leadership, Teaching

Education
Stanford University
Bachelor of Arts, Economics

John Crandell, MBA, CRPC, CMFC John Crandell, MBA, CRPC, CMFC Greater Grand Rapids, Michigan Area Details
John Crandell, MBA, CRPC, CMFC's Wells Fargo Investments Experience March 2006 - January 2008
Job Associate Regional Director at Principal Funds
Industry Financial Services
Experience
Principal Financial Group  December 2007 - Present
Wells Fargo Investments   March 2006 - January 2008
Thrivent Financial for Lutherans  March 2005 - April 2006

Skills
Retirement Planning, Fixed Annuities, Uniform Combined State..., Securities, Series 66

Education
University of Iowa - Henry B. Tippie College of Business   2006 — 2009
MBA, Finance

University of Iowa   1999 — 2004
BA, Psychology

University of Iowa - Henry B. Tippie College of Business   1999 — 2004
BBA, Management and Marketing

Dowling Catholic High School

Mt. Olive Lutheran

Richard S. (Dick) Roe Richard S. (Dick) Roe Greater Minneapolis-St. Paul Area Details
Richard S. (Dick) Roe's Wells Fargo Investments Experience January 2011 - May 2011
Job Customer Service Professional
Industry Financial Services
Experience
Freedom Mortgage Corporation  August 2012 - June 2013
WELLS FARGO ADVISORS, LLC  October 2011 - December 2011
Wells Fargo Investments   January 2011 - May 2011
GE Capital  January 2004 - May 2009
GE Capital  January 2000 - December 2003
Citizens State Bank, Shakopee, MN   January 1996 - December 1999

Education
University of Iowa
Bachelor of Arts, Political Science

Vladimir Khosid Vladimir Khosid San Francisco Bay Area Details
Vladimir Khosid's Wells Fargo Investments Experience Investment Advisor / Assistant ManagerWells Fargo BankJuly 2004 - Present
Job Investment Advisor and Assistant Manager
Industry Banking
Experience
Wells Fargo Investments   Investment Advisor / Assistant ManagerWells Fargo BankJuly 2004 - Present

Education
San Francisco State University, College of Business   2006 — 2009
Finance

Scott Smylie Scott Smylie Houston, Texas Area Details
Scott Smylie's Wells Fargo Investments Experience October 2005 - January 2007
Job Credit Investigator at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank  January 2007 - Present
Wells Fargo Investments   October 2005 - January 2007
Wells Fargo  May 2005 - January 2007

Skills
Credit, BSA, KYC, AML, CIP, OFAC, PEP, Microsoft Office, USA PATRIOT Act, Loan Origination, Investment Advisory, Commercial Banking, Retail Banking, Home Equity, Mutual Funds, Stocks, Bonds, Compliance, LexisNexis, Data Analysis, Public Records, Credit Analysis, Banking, Credit Risk, Strategic Financial..., Finance, Financial Analysis, Loans, Commercial Lending, Portfolio Management, Operational Risk..., Fraud Prevention, Financial Services, Bank Secrecy Act

Education
Texas State University-San Marcos   2001 — 2005
BBA Finance, Business

Paul Surdakowski Paul Surdakowski Phoenix, Arizona Area Details
Paul Surdakowski's Wells Fargo Investments Experience May 2007 - February 2008
Job Regional Vice President at Forethought Financial Group, Inc.
Industry Financial Services
Experience
Forethought Financial Group, Inc.   May 2013 - Present
MVP Realty Advisor   January 2013 - February 2013
AEI Fund Management, Inc  August 2011 - September 2012
Cole Capital  May 2008 - August 2011
ING  February 2008 - May 2008
Wells Fargo Investments   May 2007 - February 2008
UBS Wealth Management / Piper Jaffray & Co.   November 2004 - May 2007

Skills
Investments, Series 7, REIT, Asset Management, Asset Allocation, Alternative Investments, Life Insurance, Financial Services, Sales, Salesforce.com, Wholesale, Retirement, Fixed Annuities, Financial Advisory, Series 63, Selling, Insurance, Retirement Planning, Mutual Funds

Education
Sequoia Sales Training   2008 — 2008

The University of Texas at Austin   1998 — 2002
English

Phoenix Country Day

Evan Faucher Evan Faucher Greater Los Angeles Area Details
Evan Faucher's Wells Fargo Investments Experience August 2008 - July 2010
Job at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities  July 2010 - Present
Wells Fargo Investments   August 2008 - July 2010
Vineyard Bank  October 2005 - July 2008

Skills
Fixed Income, Capital Markets, Finance, Credit, Series 7, Bloomberg, Banking, Investments, Financial Analysis, Portfolio Management, Asset Management, Bonds, Credit Analysis, Asset Managment, Series 63

Education
UCLA

Oscar Anguiano Oscar Anguiano Greater Los Angeles Area Details
Oscar Anguiano's Wells Fargo Investments Experience December 2003 - June 2005
Job Assistant Vice President Investment Management Specialist at Wells Fargo
Industry Investment Management
Experience
Wells Fargo The Private Bank  June 2005 - Present
Wells Fargo Investments   December 2003 - June 2005
ING Direct  July 2003 - December 2003

Skills
Financial Analysis, Banking, Strategic Financial..., Investments, Financial Modeling, Finance, Risk Management, Credit Analysis, Mortgage Lending, Loan Origination, Credit, Sales, Capital Markets

Education
University of Southern California   1999 — 2001
BA, Economics

University of La Verne   2008 — 2010
MBA, Finance

Tom Bedford Tom Bedford Greater Boston Area Details
Tom Bedford's Wells Fargo Investments Experience 1999 - 2002
Job Principal at Isinglass Associates
Industry Financial Services
Experience
Isinglass Associates   July 2002 - Present
Wells Fargo Investments   1999 - 2002
First Security Van Kasper   1999 - 2000

Skills
Investments, Portfolio Management

Education
Stanford University   1970 — 1975
A.B., Economics

St. Paul's School   1965 — 1970

Charles Zheng Charles Zheng San Francisco Bay Area Details
Charles Zheng's Wells Fargo Investments Experience April 2007 - March 2010
Job Financial Advisor Vice President at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  April 2015 - Present
J.P. Morgan Chase Bank NA   June 2011 - April 2015
Morgan Stanley  March 2010 - July 2011
Wells Fargo Investments   April 2007 - March 2010

Education
San Jose State University   2000 — 2006
BS, Financial Management

Shawna Larson Shawna Larson Lubbock, Texas Area Details
Shawna Larson's Wells Fargo Investments Experience May 1996 - 2012
Job Financial Adviser at Raymond James Financial Inc.
Industry Investment Management
Experience
Raymond James Financial Inc.  March 2012 - Present
Wells Fargo Investments   May 1996 - 2012

Skills
Wealth Management, Retirement Planning, Investments, Portfolio Management, Series 7, Mutual Funds, Strategic Financial..., Investment Advisory, Asset Allocation, Financial Services, Retirement, Financial Modeling

Education
Texas Tech University
Bachelor of Business Administration (B.B.A.), Finance and Marketing

Sweet Holmes Sweet Holmes Waco, Texas Area Details
Sweet Holmes's Wells Fargo Investments Experience August 2010 - Present
Job at Wells Fargo Investments
Industry Investment Banking
Experience
Wells Fargo Investments   August 2010 - Present
U.S. Department of Census Bureau   April 2010 - August 2010
Sprint/Nextel Inc   June 2006 - February 2009
Best Access/Stanley Solutions   November 2004 - March 2006
Workforce Central Florida  July 2003 - March 2004

Education
Seminole State College of Florida   2007 — 2009

Tina Schesso Tina Schesso Greater Minneapolis-St. Paul Area Details
Tina Schesso's Wells Fargo Investments Experience 2000 - 2008
Job Accounting Manager & AVP
Industry Financial Services
Experience
Wells Fargo Advisors  March 2008 - Present
Wells Fargo Investments   2000 - 2008

Skills
Accounting, General Ledger, Financial Statements, Account Reconciliation, GAAP, Variance Analysis, Internal Controls, Accruals, Management, Sales Compensation, Bank Reconciliation

Education
University of Minnesota - Carlson School of Management   1991 — 1997
BS, Accounting

Rachel Halverson, RP® Rachel Halverson, RP® Greater Minneapolis-St. Paul Area Details
Rachel Halverson, RP®'s Wells Fargo Investments Experience February 2009 - September 2011
Job Financial Planning Associate at Allodium Investment Consultants
Industry Financial Services
Experience
Allodium Investment Consultants   September 2011 - Present
Allodium Investment Consultants   September 2011 - August 2013
Wells Fargo Investments   February 2009 - September 2011
Wells Fargo Investments   November 2007 - February 2009

Skills
Investments, Securities, Banking, Strategic Financial..., Retirement Planning, Mutual Funds, Wealth Management, Financial Services, Financial Analysis, Analysis, Asset Allocation, Equities, Portfolio Management, Fixed Income, Asset Managment, Credit, Financial Modeling, Risk Management, Insurance, IRAs, Brokerage

Education
St. Cloud State University   2000 — 2005
BS G.R. Herberger College of Business, Marketing

Osseo Sr. High School

Chaz Stanton Chaz Stanton Phoenix, Arizona Area Details
Chaz Stanton's Wells Fargo Investments Experience January 2007 - February 2009
Job Financial Advisor at USAA Financial Planning
Industry Financial Services
Experience
USAA Financial Planning   February 2009 - Present
Wells Fargo Investments   January 2007 - February 2009

Skills
Series 7, Series 66, Wealth Management, Wealth Accumulation..., Wealth Preservation..., Strategic Financial..., Life Insurance, Retirement Planning, Uniform Combined State..., Investments, Insurance, Financial Services, Securities, Finance, Financial Advisory, Fixed Annuities, IRAs, Financial Planning, Mutual Funds, Wealth Accumulation

Education
University of Arizona   2002 — 2006
Regional Development, Political Science

Chad Java Chad Java Greater Minneapolis-St. Paul Area Details
Chad Java's Wells Fargo Investments Experience August 2008 - November 2009
Job Java / J2EE / Web Developer/Data structure/Algorithm expert
Industry Information Technology and Services
Experience
Cargill  January 2014 - June 2014
Blue Cross Blue Shield of Minnesota  January 2010 - May 2010
FindLaw, a Thomson Reuters business  November 2009 - December 2009
Wells Fargo Investments   August 2008 - November 2009
Best Buy  May 2008 - July 2008

Skills
Hibernate, JBoss Application Server, Spring, JDBC, JUnit, Ant, Tomcat, Java Enterprise Edition, Struts, EJB, Weblogic, JMS, JSP, Servlets

Education
State University of New York at New Paltz   2007 — 2008
MS, Computer Science

Dept .of Electronics Acc. Computer Courses
Master of Computer Application

Andrew S. Archer Andrew S. Archer Greater Los Angeles Area Details
Andrew S. Archer's Wells Fargo Investments Experience June 2004 - April 2009
Job Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc.  January 2013 - Present
UBS Financial Services Inc.  April 2009 - January 2013
Wells Fargo Investments   June 2004 - April 2009
American Express Financial Advisors  August 2003 - April 2004

Education
University of California, Santa Barbara   1999 — 2003
Graduate; a Bachelor of Arts, Business Economics

Brittany Stoler Brittany Stoler Greater Minneapolis-St. Paul Area Details
Brittany Stoler's Wells Fargo Investments Experience 2006 - 2007
Job Business Analyst
Industry Financial Services
Experience
Wells Fargo Advisors  2007 - 2011
Wells Fargo Investments   2006 - 2007
Wells Fargo Investments   2004 - 2006
Wells Fargo Investments   2000 - 2004

Education
Southern Oregon University
BS, Anthropology

Tyler Lant Tyler Lant Greater Minneapolis-St. Paul Area Details
Tyler Lant's Wells Fargo Investments Experience May 2007 - July 2008
Job Sr. Financial Consultant at UnitedHealthcare
Industry Retail
Experience
UnitedHealth Group  November 2013 - Present
UnitedHealthcare  July 2012 - November 2013
Best Buy  July 2009 - July 2012
Best Buy  July 2008 - July 2009
Wells Fargo Investments   May 2007 - July 2008
Merrill Lynch  December 2006 - May 2007

Skills
Cross-functional Team..., Budgets, Project Planning, Marketing

Education
University of Minnesota Duluth   2005 — 2007
BBA, Finance

Beth Maus Beth Maus Greater Minneapolis-St. Paul Area Details
Beth Maus's Wells Fargo Investments Experience May 2008 - January 2010
Job Business Analyst, D.A. Davidson & Co.
Industry Financial Services
Experience
Wells Fargo Advisors  January 2011 - June 2012
Wells Fargo Investments   May 2008 - January 2010

Skills
Credit, Data Analysis, Equities, Investments, Analysis, Process Improvement, Financial Analysis, Analytics, Data Warehousing, Credit Risk, Financial Modeling, Business Intelligence, Securities, FINRA

Education
University of Minnesota-Twin Cities   1997 — 2001
Bachelor of Arts (B.A.), Architecture

University of Wisconsin-Madison   1996 — 1997

Robert Willits Robert Willits Greater Minneapolis-St. Paul Area Details
Robert Willits's Wells Fargo Investments Experience April 2006 - March 2010
Job Financial Analyst at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  March 2010 - Present
Wells Fargo Investments   April 2006 - March 2010
Wells Fargo Investments   October 2001 - April 2006

Skills
Quantitative Analysis, Creative Problem Solver, Detail Oriented, Risk Management, Quantitative Analytics, Mutual Funds, Microsoft Excel, Financial Analysis, Creative Solutions

Education
University of Minnesota-Duluth   1996 — 2000
BA, FInance

Brandon Hoffman Brandon Hoffman Tucson, Arizona Details
Brandon Hoffman's Wells Fargo Investments Experience January 1999 - November 2007
Job Sales and Operations Manager at Secure Investment Management an SECRegistered Investment Adviser
Industry Investment Management
Experience
Secure Investment Management - an SEC-Registered Investment Adviser   November 2014 - Present
BBVA Compass Investments   July 2013 - November 2014
Bank of the West Wealth Management / BancWest Investment Services   September 2008 - January 2013
Wells Fargo Investments   January 1999 - November 2007
Merrill Lynch  January 1997 - May 1999

Skills
Financial Analysis, Financial Modeling, Investments, Equities, Asset Management, Portfolio Management, Financial Reporting, Strategic Financial..., Wealth Management, Mutual Funds, Financial Services, Financial Advisory, Insurance, Retirement, Series 7, Asset Allocation, Fixed Income, Securities, Investment Advisory, Bonds, Alternative Investments, Investment Management, Series 63, Life Insurance, Retirement Planning, Investment Strategies, Series 65, Recruiting, Separately Managed..., Series 24, Long Term Care Insurance, Financial Planning

Education
University of Arizona   1990 — 1995
Bachelor of Science, Business Administration – Finance and Accounting

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