Wells Fargo Investments
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Wells Fargo Investments Employees
Employee
Years
Job
Industry
Matt Stommes Matt Stommes's Wells Fargo Investments Experience May 2008 - July 2008
Job Production Supervisor at Cargill
Industry Food Production
Experience
Cargill March 2011 - Present
Cargill September 2012 - Present
Cargill August 2010 - March 2011
University of Minnesota Football June 2005 - December 2010
Park State Bank January 2010 - July 2010
Wells Fargo Investments May 2008 - July 2008
Days Inn University 2006 - 2006
Skills
Leadership, Team Building, Process Improvement, PowerPoint, Operations Management, Microsoft Word, Microsoft Office, Microsoft Excel, Leadership Development, Human Resources, Finance, Customer Service, Coaching, Cross-functional Team..., Strategic Planning, Social Media, Management, Marketing, Sales
Education
University of Minnesota-Twin Cities 2005 — 2010
BSB, Finance, Risk Management, Insurance, Supply Chain Management
Cargill March 2011 - Present
Cargill September 2012 - Present
Cargill August 2010 - March 2011
University of Minnesota Football June 2005 - December 2010
Park State Bank January 2010 - July 2010
Wells Fargo Investments May 2008 - July 2008
Days Inn University 2006 - 2006
Skills
Leadership, Team Building, Process Improvement, PowerPoint, Operations Management, Microsoft Word, Microsoft Office, Microsoft Excel, Leadership Development, Human Resources, Finance, Customer Service, Coaching, Cross-functional Team..., Strategic Planning, Social Media, Management, Marketing, Sales
Education
University of Minnesota-Twin Cities 2005 — 2010
BSB, Finance, Risk Management, Insurance, Supply Chain Management
Britt Campbell Britt Campbell's Wells Fargo Investments Experience May 2000 - November 2007
Job Managing Director
Industry Financial Services
Experience
Nelson, Van Denburg & Campbell Wealth Management Group, LLC November 2007 - Present
Wells Fargo Investments May 2000 - November 2007
Education
University of Nebraska at Omaha 1995 — 1999
Bachelors, Finance
Nelson, Van Denburg & Campbell Wealth Management Group, LLC November 2007 - Present
Wells Fargo Investments May 2000 - November 2007
Education
University of Nebraska at Omaha 1995 — 1999
Bachelors, Finance
Andrew Dadisman Andrew Dadisman's Wells Fargo Investments Experience May 2015 - Present
Job Actuarial Student
Industry Insurance
Experience
Wells Fargo Investments May 2015 - Present
Wells Fargo Advisors September 2014 - January 2015
Ameriprise Financial Services, Inc. April 2013 - May 2014
University of Northwestern - St. Paul January 2013 - November 2013
Skills
Teamwork, Leadership, Critical Thinking, Problem Solving, Data Analysis, Research, Keen Listener, Microsoft Excel, Accepting Responsibility, Knowledge-hungry Learner, Customer Service, SQL, Matlab, Java, Microsoft Word, PowerPoint
Education
University of Northwestern - St. Paul 2010 — 2014
Bachelor of Science (B.S.), Applied Mathematics, Accounting Minor, Senior
Wells Fargo Investments May 2015 - Present
Wells Fargo Advisors September 2014 - January 2015
Ameriprise Financial Services, Inc. April 2013 - May 2014
University of Northwestern - St. Paul January 2013 - November 2013
Skills
Teamwork, Leadership, Critical Thinking, Problem Solving, Data Analysis, Research, Keen Listener, Microsoft Excel, Accepting Responsibility, Knowledge-hungry Learner, Customer Service, SQL, Matlab, Java, Microsoft Word, PowerPoint
Education
University of Northwestern - St. Paul 2010 — 2014
Bachelor of Science (B.S.), Applied Mathematics, Accounting Minor, Senior
Gioia McCarthy Gioia McCarthy's Wells Fargo Investments Experience August 2008 - December 2010
Job Director/ Regional Sales Manager Merrill Edge at Bank of America/Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2011 - Present
Wells Fargo Advisors, LLC January 2011 - December 2011
Wells Fargo Investments August 2008 - December 2010
Wells Fargo Bank 2006 - 2008
Wells Fargo Bank 2005 - 2006
Wells Fargo Bank 1998 - 2004
Skills
Strategy, Strategic Partnerships, Management, Leadership, Banking, Sales, Product Management, Marketing, Relationship Management, Financial Services, Marketing Strategy, Sales Management, Strategic Planning, Coaching, Recruiting, Program Management, Investments, Asset Management, Commercial Banking
Education
University of Southern California 1985 — 1989
BS, Business Administration/Entrepreneur Program
Merrill Lynch November 2011 - Present
Wells Fargo Advisors, LLC January 2011 - December 2011
Wells Fargo Investments August 2008 - December 2010
Wells Fargo Bank 2006 - 2008
Wells Fargo Bank 2005 - 2006
Wells Fargo Bank 1998 - 2004
Skills
Strategy, Strategic Partnerships, Management, Leadership, Banking, Sales, Product Management, Marketing, Relationship Management, Financial Services, Marketing Strategy, Sales Management, Strategic Planning, Coaching, Recruiting, Program Management, Investments, Asset Management, Commercial Banking
Education
University of Southern California 1985 — 1989
BS, Business Administration/Entrepreneur Program
Tim Sydejko's Wells Fargo Investments Experience 2007 - 2008
Job Compliance Associate, Compliance Risk Management at U.S. Bank N.A.
Industry Financial Services
Experience
U.S. Bank June 2013 - Present
Wells Fargo Advisors 2011 - 2012
Wells Fargo Advisors 2008 - 2011
Wells Fargo Investments 2007 - 2008
JD Homescapes 2004 - 2007
Perkins Family Restaurant and Bakery 1998 - 2004
Skills
Securities, Portfolio Management, Risk Management, Series 7, Mutual Funds, FINRA, Financial Services, Retirement, Leadership, Banking, Financial Risk, Management, Investments, Call Centers, Asset Management, Uniform Combined State..., Training, Change Management, Customer Service, Sales, Equities, Retirement Planning, Finance, Insurance, Fixed Income, Process Improvement, PowerPoint, Outlook, Series 63, Credit, Wealth Management, Bonds, Trading, Financial Analysis, Relationship Management, Series 24
Education
University of Minnesota-Twin Cities
Bachelor of Arts (B.A.), Philosophy
U.S. Bank June 2013 - Present
Wells Fargo Advisors 2011 - 2012
Wells Fargo Advisors 2008 - 2011
Wells Fargo Investments 2007 - 2008
JD Homescapes 2004 - 2007
Perkins Family Restaurant and Bakery 1998 - 2004
Skills
Securities, Portfolio Management, Risk Management, Series 7, Mutual Funds, FINRA, Financial Services, Retirement, Leadership, Banking, Financial Risk, Management, Investments, Call Centers, Asset Management, Uniform Combined State..., Training, Change Management, Customer Service, Sales, Equities, Retirement Planning, Finance, Insurance, Fixed Income, Process Improvement, PowerPoint, Outlook, Series 63, Credit, Wealth Management, Bonds, Trading, Financial Analysis, Relationship Management, Series 24
Education
University of Minnesota-Twin Cities
Bachelor of Arts (B.A.), Philosophy
Pat Richard Pat Richard's Wells Fargo Investments Experience February 2000 - February 2003
Job Sales Leader/Coach and Consultant
Industry Financial Services
Experience
Self Employed July 2015 - Present
Associated Bank/Associated Inv Services September 2007 - July 2015
Bremer Bank February 2003 - October 2006
Wells Fargo Investments February 2000 - February 2003
Education
University of Minnesota-Twin Cities 1976 — 1981
Bachelor of Science (B.S.), Education/Coaching Certificate
Self Employed July 2015 - Present
Associated Bank/Associated Inv Services September 2007 - July 2015
Bremer Bank February 2003 - October 2006
Wells Fargo Investments February 2000 - February 2003
Education
University of Minnesota-Twin Cities 1976 — 1981
Bachelor of Science (B.S.), Education/Coaching Certificate
Brian Venn Brian Venn's Wells Fargo Investments Experience May 2007 - January 2011
Job Financial Advisor at U.S. Bancorp Investments, Inc.
Industry Financial Services
Experience
U.S. Bancorp Investments, Inc. April 2015 - Present
J.P. Morgan Chase Bank, N.A. January 2013 - February 2015
Wells Fargo Private Bank January 2011 - January 2013
Wells Fargo Investments May 2007 - January 2011
Education
University of Missouri-Columbia, College of Business 1990 — 1994
B.S.B.A., Finance
U.S. Bancorp Investments, Inc. April 2015 - Present
J.P. Morgan Chase Bank, N.A. January 2013 - February 2015
Wells Fargo Private Bank January 2011 - January 2013
Wells Fargo Investments May 2007 - January 2011
Education
University of Missouri-Columbia, College of Business 1990 — 1994
B.S.B.A., Finance
David A. Massart David A. Massart's Wells Fargo Investments Experience 1998 - 2002
Job Founding Partner & President, Next Generation Wealth Management, Inc.
Industry Investment Management
Experience
Next Generation Wealth Management, Inc 2005 - Present
Strong Private Client 2002 - 2005
Wells Fargo Investments 1998 - 2002
Merrill Lynch 1996 - 1998
Citigroup 1993 - 1996
Skills
Wealth Management, Comprehensive Wealth..., Retirement Planning, Risk Management, Asset Management, Asset Allocation, Investment Strategies, Financial Management..., Registered Investment..., Investment Advisory, Private Wealth..., SEC filings
Education
University of Minnesota-Twin Cities 1985 — 1990
Bachelor of Science, Business Management
Next Generation Wealth Management, Inc 2005 - Present
Strong Private Client 2002 - 2005
Wells Fargo Investments 1998 - 2002
Merrill Lynch 1996 - 1998
Citigroup 1993 - 1996
Skills
Wealth Management, Comprehensive Wealth..., Retirement Planning, Risk Management, Asset Management, Asset Allocation, Investment Strategies, Financial Management..., Registered Investment..., Investment Advisory, Private Wealth..., SEC filings
Education
University of Minnesota-Twin Cities 1985 — 1990
Bachelor of Science, Business Management
alex doan alex doan's Wells Fargo Investments Experience April 2006 - February 2013
Job DevOps Automation Engineer
Industry Financial Services
Experience
Rose International February 2013 - Present
Wells Fargo Investments April 2006 - February 2013
Hamilton Sundstrand (UTC) September 2005 - March 2006
Europa Sports Inc May 2003 - August 2005
Skills
Ruby, Ruby on Rails, TextMate, Rake, C#, AnthillPro, Scripting, Subversion, CVS, Git, Agile Methodologies, MySQL, AJAX, Web Applications, jQuery, Unix, Continuous Integration, Test Driven Development, PHP, HTML, CSS, Unit Testing, Github, REST, Shell Scripting, JSON, Linux, .NET, JIRA, Unix Shell Scripting, Web Services, Perl, Tortoise SVN, ClearCase, Bash
Education
UNCC 1999 — 2003
B.S, Computer Science
Rose International February 2013 - Present
Wells Fargo Investments April 2006 - February 2013
Hamilton Sundstrand (UTC) September 2005 - March 2006
Europa Sports Inc May 2003 - August 2005
Skills
Ruby, Ruby on Rails, TextMate, Rake, C#, AnthillPro, Scripting, Subversion, CVS, Git, Agile Methodologies, MySQL, AJAX, Web Applications, jQuery, Unix, Continuous Integration, Test Driven Development, PHP, HTML, CSS, Unit Testing, Github, REST, Shell Scripting, JSON, Linux, .NET, JIRA, Unix Shell Scripting, Web Services, Perl, Tortoise SVN, ClearCase, Bash
Education
UNCC 1999 — 2003
B.S, Computer Science
Jack Rothamel Jack Rothamel's Wells Fargo Investments Experience November 2004 - July 2010
Job Financial Advisor at Successful Resource Management
Industry Financial Services
Experience
Successful Resource Management May 2013 - Present
Broker Dealer Financial Services July 2010 - May 2013
Broker Dealer Financial Services January 2011 - March 2013
Wells Fargo Investments November 2004 - July 2010
Edward Jones April 2000 - November 2004
American Family Insurance August 1986 - April 2000
KIMT-TV 1981 - 1983
Skills
Investments, Mutual Funds, Retirement Planning, Retirement, Fixed Annuities, 401k, Insurance, Underwriting, Series 63, Investment Advisory, Securities, Series 7, Asset Allocation, Wealth Management, Strategic Financial..., IRAs, Financial Planners, Finance, Financial Advisory
Education
University of Northern Iowa 1981 — 1985
BA, Finance
Newman High School 1978 — 1981
Successful Resource Management May 2013 - Present
Broker Dealer Financial Services July 2010 - May 2013
Broker Dealer Financial Services January 2011 - March 2013
Wells Fargo Investments November 2004 - July 2010
Edward Jones April 2000 - November 2004
American Family Insurance August 1986 - April 2000
KIMT-TV 1981 - 1983
Skills
Investments, Mutual Funds, Retirement Planning, Retirement, Fixed Annuities, 401k, Insurance, Underwriting, Series 63, Investment Advisory, Securities, Series 7, Asset Allocation, Wealth Management, Strategic Financial..., IRAs, Financial Planners, Finance, Financial Advisory
Education
University of Northern Iowa 1981 — 1985
BA, Finance
Newman High School 1978 — 1981
Richard Dunn's Wells Fargo Investments Experience September 2006 - May 2009
Job Project Manager Strategy/Operations at Intermountain Healthcare
Industry Hospital & Health Care
Experience
Intermountain Healthcare March 2015 - Present
Centura Health June 2014 - March 2015
Centura Health June 2013 - June 2014
University of North Carolina at Chapel Hill August 2012 - May 2013
Huntsman Cancer Hospital - University of Utah Hospitals and Clinics May 2012 - August 2012
Intermountain Healthcare January 2010 - July 2011
St. Mark's Hospital August 2009 - July 2010
University of Utah Hospitals and Clinics January 2009 - August 2009
Wells Fargo Investments September 2006 - May 2009
JetBlue Airways May 2006 - August 2006
Skills
Temporary Placement, Provider Relations, Healthcare Management, Medicine, Healthcare, Hospitals, Nursing, EMR, Healthcare Information..., Data Analysis, Public Health, Clinical Research, HIPAA, Customer Service, Process Improvement, Cpr Certified, PowerPoint, Health Insurance, Microsoft Excel, Microsoft Office, Team Building, Strategic Planning, Community Outreach, Leadership
Education
University of North Carolina at Chapel Hill 2011 — 2013
MHA, Healthcare Administration
University of Utah 2005 — 2009
B.S., Behavioral Science and Health, Medical Sociology, Anthropology, Public Health
Intermountain Healthcare March 2015 - Present
Centura Health June 2014 - March 2015
Centura Health June 2013 - June 2014
University of North Carolina at Chapel Hill August 2012 - May 2013
Huntsman Cancer Hospital - University of Utah Hospitals and Clinics May 2012 - August 2012
Intermountain Healthcare January 2010 - July 2011
St. Mark's Hospital August 2009 - July 2010
University of Utah Hospitals and Clinics January 2009 - August 2009
Wells Fargo Investments September 2006 - May 2009
JetBlue Airways May 2006 - August 2006
Skills
Temporary Placement, Provider Relations, Healthcare Management, Medicine, Healthcare, Hospitals, Nursing, EMR, Healthcare Information..., Data Analysis, Public Health, Clinical Research, HIPAA, Customer Service, Process Improvement, Cpr Certified, PowerPoint, Health Insurance, Microsoft Excel, Microsoft Office, Team Building, Strategic Planning, Community Outreach, Leadership
Education
University of North Carolina at Chapel Hill 2011 — 2013
MHA, Healthcare Administration
University of Utah 2005 — 2009
B.S., Behavioral Science and Health, Medical Sociology, Anthropology, Public Health
Andrea Burch 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
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
Karen L. Murphy, CFP® Karen L. Murphy, CFP®'s Wells Fargo Investments Experience 1991 - 2003
Job Executive Director at JPMorgan Securities, LLC
Industry Financial Services
Experience
JP Morgan Securities LLC July 2014 - Present
JPMorgan Chase Bank NA July 2013 - June 2014
JPMorgan Chase Bank NA August 2010 - June 2013
ALAN (K)IZOR & PARTNERS CONSULTING, LLC May 2009 - June 2010
Union Bank of California March 2006 - December 2008
Citicorp Investment Services 2003 - 2005
Wells Fargo Investments 1991 - 2003
Education
University of Nevada Las Vegas Lee Business School
BS, Marketing
JP Morgan Securities LLC July 2014 - Present
JPMorgan Chase Bank NA July 2013 - June 2014
JPMorgan Chase Bank NA August 2010 - June 2013
ALAN (K)IZOR & PARTNERS CONSULTING, LLC May 2009 - June 2010
Union Bank of California March 2006 - December 2008
Citicorp Investment Services 2003 - 2005
Wells Fargo Investments 1991 - 2003
Education
University of Nevada Las Vegas Lee Business School
BS, Marketing
Mat Farmer's Wells Fargo Investments Experience June 2006 - January 2010
Job Distressed Real Estate Agent
Industry Real Estate
Experience
New Western Acquisitions January 2015 - Present
Farmer Environmental Group, LLC February 2010 - January 2015
Wells Fargo Investments June 2006 - January 2010
First Financial Bankshares, Inc. June 2005 - June 2006
Skills
Strategic Planning, New Business Development, Business Development, Budgets, Customer Service, Operations Management, Management, Account Management, Contract Negotiation, Leadership, Microsoft Office, Due Diligence, Training, Microsoft Excel, B2B, Finance, Banking, Financial Analysis, Accounting, Forecasting, Financial Modeling, Sales
Education
University of North Texas 2014 — 2015
Master of Business Administration (M.B.A.), Finance
University of North Texas 2004 — 2009
Bachelor's Degree, Business Finance
Allen High School
New Western Acquisitions January 2015 - Present
Farmer Environmental Group, LLC February 2010 - January 2015
Wells Fargo Investments June 2006 - January 2010
First Financial Bankshares, Inc. June 2005 - June 2006
Skills
Strategic Planning, New Business Development, Business Development, Budgets, Customer Service, Operations Management, Management, Account Management, Contract Negotiation, Leadership, Microsoft Office, Due Diligence, Training, Microsoft Excel, B2B, Finance, Banking, Financial Analysis, Accounting, Forecasting, Financial Modeling, Sales
Education
University of North Texas 2014 — 2015
Master of Business Administration (M.B.A.), Finance
University of North Texas 2004 — 2009
Bachelor's Degree, Business Finance
Allen High School
Steve Steiner Steve Steiner's Wells Fargo Investments Experience January 2005 - January 2010
Job Director Capital Markets Operations at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities September 2014 - Present
Ameriprise Financial Services, Inc May 2013 - September 2014
Wells Fargo Advisors August 2012 - May 2013
Wells Fargo Advisors January 2011 - July 2012
Wells Fargo Investments January 2005 - January 2010
Wells Fargo Investments March 2001 - January 2005
Dain Rauscher, Inc November 1998 - March 2001
Piper Jaffray, Inc January 1993 - November 1998
Skills
Risk Management, Operations Management, Process Improvement, Series 7, Business Process..., Employee Management, Analytics, Series 9, Series 24, Banking, Financial Services, Leadership, Financial Analysis, Strategy, Finance, Asset Management, Portfolio Management, FINRA, Management, Financial Risk, Change Management, Credit, Investments, Mutual Funds, Equities, Securities, Retirement Planning, Trading, Wealth Management, Business Analysis, Business Development, Series 63
Education
University of St. Thomas
Masters, Business Administration
University of Minnesota-Twin Cities 1986 — 1990
Bachelor of Science, Economics
University of Pennsylvania - The Wharton School 2008 — 2011
Securities Industry Institute, Investments and Securities
Washington University in St. Louis - Olin Business School 2011 — 2012
Risk Management for Sr. Leaders, Operational Risk Management
Wells Fargo Securities September 2014 - Present
Ameriprise Financial Services, Inc May 2013 - September 2014
Wells Fargo Advisors August 2012 - May 2013
Wells Fargo Advisors January 2011 - July 2012
Wells Fargo Investments January 2005 - January 2010
Wells Fargo Investments March 2001 - January 2005
Dain Rauscher, Inc November 1998 - March 2001
Piper Jaffray, Inc January 1993 - November 1998
Skills
Risk Management, Operations Management, Process Improvement, Series 7, Business Process..., Employee Management, Analytics, Series 9, Series 24, Banking, Financial Services, Leadership, Financial Analysis, Strategy, Finance, Asset Management, Portfolio Management, FINRA, Management, Financial Risk, Change Management, Credit, Investments, Mutual Funds, Equities, Securities, Retirement Planning, Trading, Wealth Management, Business Analysis, Business Development, Series 63
Education
University of St. Thomas
Masters, Business Administration
University of Minnesota-Twin Cities 1986 — 1990
Bachelor of Science, Economics
University of Pennsylvania - The Wharton School 2008 — 2011
Securities Industry Institute, Investments and Securities
Washington University in St. Louis - Olin Business School 2011 — 2012
Risk Management for Sr. Leaders, Operational Risk Management
Steven Vacinek Steven Vacinek's Wells Fargo Investments Experience January 1992 - April 2001
Job Regional Investment Consultant West Coast at Thrivent Asset Management
Industry Financial Services
Experience
Thrivent Asset Management April 2014 - Present
Advantus Capital Management December 2009 - April 2014
Securian Financial Services, Inc. Member FINRA/SIPC February 2006 - December 2009
Piper Jaffray May 2001 - May 2005
Wells Fargo Investments January 1992 - April 2001
Skills
Investments, Pension Funds, Mutual Funds, Fixed Income, Financial Services, Insurance, Series 7, Investment Strategies, Finance, Wealth Management, Asset Management, Capital Markets, Business Development, Client Services, Securities, Retirement Planning, Asset Allocation
Education
University of Minnesota-Twin Cities 1986 — 1991
BS, Economics
Thrivent Asset Management April 2014 - Present
Advantus Capital Management December 2009 - April 2014
Securian Financial Services, Inc. Member FINRA/SIPC February 2006 - December 2009
Piper Jaffray May 2001 - May 2005
Wells Fargo Investments January 1992 - April 2001
Skills
Investments, Pension Funds, Mutual Funds, Fixed Income, Financial Services, Insurance, Series 7, Investment Strategies, Finance, Wealth Management, Asset Management, Capital Markets, Business Development, Client Services, Securities, Retirement Planning, Asset Allocation
Education
University of Minnesota-Twin Cities 1986 — 1991
BS, Economics
Tim Kenney, CFP® Tim Kenney, CFP®'s Wells Fargo Investments Experience May 2008 - January 2010
Job Wealth Manager at USAA
Industry Financial Services
Experience
USAA February 2014 - Present
UBS Financial Services, Inc. January 2010 - February 2014
Wells Fargo Investments May 2008 - January 2010
LPL Financial January 2001 - May 2008
Education
University of San Diego 1992 — 1997
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
USAA February 2014 - Present
UBS Financial Services, Inc. January 2010 - February 2014
Wells Fargo Investments May 2008 - January 2010
LPL Financial January 2001 - May 2008
Education
University of San Diego 1992 — 1997
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Kenny Lanza Kenny Lanza's Wells Fargo Investments Experience 2007 - 2008
Job Managing Partner at Avitia Lanza & Associates, LLc.
Industry Investment Management
Experience
Avitia Lanza & Associates, LLc. Vice President, InvestmentsChase Investment Services Corporation2008 - 2009
Wells Fargo Investments 2007 - 2008
H&R Block Financial Advisors 2001 - 2005
Education
University of Phoenix 2003 — 2007
Bachelor of Arts, Business Management & Marketing
Avitia Lanza & Associates, LLc. Vice President, InvestmentsChase Investment Services Corporation2008 - 2009
Wells Fargo Investments 2007 - 2008
H&R Block Financial Advisors 2001 - 2005
Education
University of Phoenix 2003 — 2007
Bachelor of Arts, Business Management & Marketing
Sean Lease Sean Lease's Wells Fargo Investments Experience August 1999 - February 2002
Job Category Manager Safety @ HD Supply White Cap
Industry Building Materials
Experience
HD Supply White Cap 2005 - Present
P & R Paper Supply November 2001 - March 2005
Wells Fargo Investments August 1999 - February 2002
Skills
Negotiation, Vendor Management, Contract Negotiation, Pricing, Strategic Planning, Purchasing, Customer Service, Inventory Management, Sourcing, Forecasting, Problem Solving, Microsoft Office, Procurement, Word, Building Relationships, Business Planning, Leadership, Sales Management, Supply Chain
Education
University of Phoenix 2007 — 2009
BS, Business Administration
University of Phoenix 2006 — 2007
AA, Business Administration
HD Supply White Cap 2005 - Present
P & R Paper Supply November 2001 - March 2005
Wells Fargo Investments August 1999 - February 2002
Skills
Negotiation, Vendor Management, Contract Negotiation, Pricing, Strategic Planning, Purchasing, Customer Service, Inventory Management, Sourcing, Forecasting, Problem Solving, Microsoft Office, Procurement, Word, Building Relationships, Business Planning, Leadership, Sales Management, Supply Chain
Education
University of Phoenix 2007 — 2009
BS, Business Administration
University of Phoenix 2006 — 2007
AA, Business Administration
Tony Schwab Tony Schwab's Wells Fargo Investments Experience April 2006 - October 2009
Job Manager
Industry Financial Services
Experience
National Regulatory Services January 2011 - September 2012
Wells Fargo Investments April 2006 - October 2009
WestPark Capital Inc. April 2002 - January 2005
Morgan Stanley Smith Barney June 2000 - January 2002
TD Waterhouse December 1994 - June 2000
Skills
Finance, Training, Management, Human Resources, Auditing, Call Centers, Financial Risk, Sales, Investments, Risk Management, Coaching, Customer Service
Education
University of Northern Colorado
Business
National Regulatory Services January 2011 - September 2012
Wells Fargo Investments April 2006 - October 2009
WestPark Capital Inc. April 2002 - January 2005
Morgan Stanley Smith Barney June 2000 - January 2002
TD Waterhouse December 1994 - June 2000
Skills
Finance, Training, Management, Human Resources, Auditing, Call Centers, Financial Risk, Sales, Investments, Risk Management, Coaching, Customer Service
Education
University of Northern Colorado
Business
Melete G's Wells Fargo Investments Experience June 2004 - April 2006
Job IT Project Coordinator at Collabera IT consulting Assignment at Wells Fargo
Industry Information Technology and Services
Experience
Collabera - assignment at Wells Fargo IT Project CoordinatorCollabera IT consulting - Assignment at Wells FargoMarch 2013 - Present
ATR - Assignment at Wells Fargo September 2011 - June 2012
Northrop Grumman Information Technology August 2007 - November 2007
Ajilon Consulting - contractor at Target April 2006 - April 2007
Wells Fargo Investments June 2004 - April 2006
GMAC-RFC March 2004 - May 2004
Skills
Visio, SDLC, SharePoint, Requirements Gathering, Vendor Management, PMP, Business Analysis, Requirements Analysis, Software Documentation, SQL, PMO, Systems Analysis, Project Management, MS Project, Ms Project Server, Planview, PMUWS, Microsoft Office, WF TPM, Document Management, Technical writing, OneNote, Live Meeting, Lync, Outlook, Solution Architecture, CRM
Education
University of Minnesota-Twin Cities 1999 — 2003
BSB, Management Information Systems
Collabera - assignment at Wells Fargo IT Project CoordinatorCollabera IT consulting - Assignment at Wells FargoMarch 2013 - Present
ATR - Assignment at Wells Fargo September 2011 - June 2012
Northrop Grumman Information Technology August 2007 - November 2007
Ajilon Consulting - contractor at Target April 2006 - April 2007
Wells Fargo Investments June 2004 - April 2006
GMAC-RFC March 2004 - May 2004
Skills
Visio, SDLC, SharePoint, Requirements Gathering, Vendor Management, PMP, Business Analysis, Requirements Analysis, Software Documentation, SQL, PMO, Systems Analysis, Project Management, MS Project, Ms Project Server, Planview, PMUWS, Microsoft Office, WF TPM, Document Management, Technical writing, OneNote, Live Meeting, Lync, Outlook, Solution Architecture, CRM
Education
University of Minnesota-Twin Cities 1999 — 2003
BSB, Management Information Systems
Daniel Hancock Daniel Hancock's Wells Fargo Investments Experience June 2010 - September 2011
Job Sr. Financial Analyst at UnitedHealth Group
Industry Financial Services
Experience
UnitedHealth Group May 2015 - Present
Wells Fargo October 2013 - May 2015
Wells Fargo September 2011 - October 2012
Wells Fargo Investments June 2010 - September 2011
Skills
Microsoft Office, Investor Relations, Outstanding Customer..., Analytics, Reporting & Analysis, Performance Reporting, Ad Hoc Reporting, Microsoft Word, Microsoft Excel, Written & Oral..., Analysis, Data Analysis, Banking, Forecasting, Customer Service
Education
University of Minnesota-Twin Cities 2005 — 2009
Bachelor of Arts, Economics
UnitedHealth Group May 2015 - Present
Wells Fargo October 2013 - May 2015
Wells Fargo September 2011 - October 2012
Wells Fargo Investments June 2010 - September 2011
Skills
Microsoft Office, Investor Relations, Outstanding Customer..., Analytics, Reporting & Analysis, Performance Reporting, Ad Hoc Reporting, Microsoft Word, Microsoft Excel, Written & Oral..., Analysis, Data Analysis, Banking, Forecasting, Customer Service
Education
University of Minnesota-Twin Cities 2005 — 2009
Bachelor of Arts, Economics
Kirsten Schubring Kirsten Schubring's Wells Fargo Investments Experience May 2004 - February 2005
Job Financial Advisor, CRPC at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. August 2014 - Present
Merrill Lynch January 2013 - August 2014
Wells Fargo Investments May 2004 - February 2005
Smead Investment Group March 2003 - May 2004
Smith Barney March 1998 - March 2003
Badgley Phelps Investment Managers 1995 - 1998
Education
University of Minnesota-Twin Cities 1991 — 1994
Bachelor's degree, History
Apple Valley HS
UBS Financial Services, Inc. August 2014 - Present
Merrill Lynch January 2013 - August 2014
Wells Fargo Investments May 2004 - February 2005
Smead Investment Group March 2003 - May 2004
Smith Barney March 1998 - March 2003
Badgley Phelps Investment Managers 1995 - 1998
Education
University of Minnesota-Twin Cities 1991 — 1994
Bachelor's degree, History
Apple Valley HS
Marty M. Martinez Marty M. Martinez's Wells Fargo Investments Experience August 2002 - October 2003
Job Financial Professional at Allstate
Industry Financial Services
Experience
Allstate January 2013 - Present
TriCor Financial LLC February 2012 - January 2013
Mass Mutual Financial Group / MML Investors Services, Inc May 2006 - February 2012
The Wealth Consulting Group May 2006 - December 2008
Bank of America Investments October 2003 - May 2006
Wells Fargo Investments August 2002 - October 2003
Merrill Lynch July 1999 - August 2002
Skills
401k, Alternative Investments, IRAs, Investment Advisory, Investment Strategies, Life Insurance, Securities, Fixed Annuities, Wealth Management, Disability Insurance, Investments, Wealth Management..., Series 6
Education
University of Nevada-Las Vegas - College of Business 1996 — 1999
Bachelor of Science in Business Administration, Finance
Chaparral High School
Honors
Allstate January 2013 - Present
TriCor Financial LLC February 2012 - January 2013
Mass Mutual Financial Group / MML Investors Services, Inc May 2006 - February 2012
The Wealth Consulting Group May 2006 - December 2008
Bank of America Investments October 2003 - May 2006
Wells Fargo Investments August 2002 - October 2003
Merrill Lynch July 1999 - August 2002
Skills
401k, Alternative Investments, IRAs, Investment Advisory, Investment Strategies, Life Insurance, Securities, Fixed Annuities, Wealth Management, Disability Insurance, Investments, Wealth Management..., Series 6
Education
University of Nevada-Las Vegas - College of Business 1996 — 1999
Bachelor of Science in Business Administration, Finance
Chaparral High School
Honors
Grant Bunnell Grant Bunnell's Wells Fargo Investments Experience 2001 - 2003
Job Credit Officer at Reliable Credit Association
Industry Financial Services
Experience
Reliable Credit Association February 2011 - Present
The Hiatt Group December 2009 - February 2011
Huggy Bear's Cupboards April 2003 - December 2009
Wells Fargo Investments 2001 - 2003
Wells Fargo Bank 1999 - 2001
Skills
Sales, Spanish, Management, Music, Trade Shows, Sales Operations, Sales Management, Account Management, Selling, Retail, Marketing, Negotiation, Product Development, New Business Development, Customer Service
Education
University of Oregon 1994 — 1998
B.A., Spanish Literature
University of Oregon - Charles H. Lundquist College of Business 1994 — 1998
B.A., Sports Marketing
Reliable Credit Association February 2011 - Present
The Hiatt Group December 2009 - February 2011
Huggy Bear's Cupboards April 2003 - December 2009
Wells Fargo Investments 2001 - 2003
Wells Fargo Bank 1999 - 2001
Skills
Sales, Spanish, Management, Music, Trade Shows, Sales Operations, Sales Management, Account Management, Selling, Retail, Marketing, Negotiation, Product Development, New Business Development, Customer Service
Education
University of Oregon 1994 — 1998
B.A., Spanish Literature
University of Oregon - Charles H. Lundquist College of Business 1994 — 1998
B.A., Sports Marketing
Becky Gudgell Baggett, MEd, PHR's Wells Fargo Investments Experience January 2009 - October 2009
Job HR and Employee Development Manager at Utah Power Credit Union
Industry Human Resources
Experience
Utah Power Credit Union September 2014 - Present
Western Governors University April 2014 - Present
Western Governors University October 2013 - April 2014
Western Governors University April 2010 - October 2013
Western Governors University October 2009 - April 2010
Wells Fargo Investments January 2009 - October 2009
Fidelity Investments November 2006 - November 2008
Professional Education Institute September 2005 - November 2006
The Franklin Group - Centerville September 2003 - November 2006
Skills
Training, Leadership, Recruiting, Organization, Interviews, Coaching, Instructional Design, Leadership Development, Adult Education, E-Learning, Staff Development, Team Building, Conflict Resolution, Employee Relations, Higher Education, Career Counseling, Human Resources, Talent Acquisition, Applicant Tracking..., Public Speaking, Resume Writing, Distance Learning, Management, Strategy, Career Development, Time Management, Program Management, Employee Engagement, Hiring, Policy, Succession Planning, Performance Management, Employee Training, Fundraising, Payroll, Strategic Planning, Talent Management, Workshop Facilitation, Nonprofits, Employee Benefits, Onboarding, Project Management, Organizational..., Curriculum Design
Education
University of Phoenix 2008 — 2009
MAed, Adult Education and Training (HR, Learning and Development)
University of Phoenix 2006 — 2008
Bachelors, Business Management
Utah Power Credit Union September 2014 - Present
Western Governors University April 2014 - Present
Western Governors University October 2013 - April 2014
Western Governors University April 2010 - October 2013
Western Governors University October 2009 - April 2010
Wells Fargo Investments January 2009 - October 2009
Fidelity Investments November 2006 - November 2008
Professional Education Institute September 2005 - November 2006
The Franklin Group - Centerville September 2003 - November 2006
Skills
Training, Leadership, Recruiting, Organization, Interviews, Coaching, Instructional Design, Leadership Development, Adult Education, E-Learning, Staff Development, Team Building, Conflict Resolution, Employee Relations, Higher Education, Career Counseling, Human Resources, Talent Acquisition, Applicant Tracking..., Public Speaking, Resume Writing, Distance Learning, Management, Strategy, Career Development, Time Management, Program Management, Employee Engagement, Hiring, Policy, Succession Planning, Performance Management, Employee Training, Fundraising, Payroll, Strategic Planning, Talent Management, Workshop Facilitation, Nonprofits, Employee Benefits, Onboarding, Project Management, Organizational..., Curriculum Design
Education
University of Phoenix 2008 — 2009
MAed, Adult Education and Training (HR, Learning and Development)
University of Phoenix 2006 — 2008
Bachelors, Business Management
Dan Jackson, CFP®, CIMA® Dan Jackson, CFP®, CIMA®'s Wells Fargo Investments Experience March 2004 - May 2008
Job Financial Advisor at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Services Inc. Member FINRA/SIPC May 2008 - Present
Wells Fargo Investments March 2004 - May 2008
A.G. Edwards February 1995 - March 2004
Skills
Financial Planning, Investment Management, Asset Allocation, Retirement, Bonds, Estate Planning, Stocks, Project Planning, Retirement Planning, Wealth Management, Strategic Financial..., Educational Consulting, Finance, Securities, Financial Advisory, IRAs, Investment Advisory, Series 7
Education
College of Financial Planning 1989 — 1991
Certification, Financial Planning
UNLV 1975 — 1979
Bachelor Science, Hotel Management
Raymond James Financial Services Inc. Member FINRA/SIPC May 2008 - Present
Wells Fargo Investments March 2004 - May 2008
A.G. Edwards February 1995 - March 2004
Skills
Financial Planning, Investment Management, Asset Allocation, Retirement, Bonds, Estate Planning, Stocks, Project Planning, Retirement Planning, Wealth Management, Strategic Financial..., Educational Consulting, Finance, Securities, Financial Advisory, IRAs, Investment Advisory, Series 7
Education
College of Financial Planning 1989 — 1991
Certification, Financial Planning
UNLV 1975 — 1979
Bachelor Science, Hotel Management
Julia Kolyadenko's Wells Fargo Investments Experience February 2005 - December 2006
Job Executive Assistant at Causeway Capital Management LLC
Industry Consumer Services
Experience
Causeway Capital Management LLC February 2013 - Present
Teleflora January 2007 - February 2013
Roll Global January 2007 - February 2013
Wells Fargo Investments February 2005 - December 2006
Skills
Microsoft Office, Event Planning, Key Account Management, Customer Relations, Research, Problem Solving, Travel Planning, Calendaring, Customer Service, Analysis, Program Management
Education
University of Nevada-Las Vegas 2001 — 2004
Bachelor of Science, Business Administration, Finance
Causeway Capital Management LLC February 2013 - Present
Teleflora January 2007 - February 2013
Roll Global January 2007 - February 2013
Wells Fargo Investments February 2005 - December 2006
Skills
Microsoft Office, Event Planning, Key Account Management, Customer Relations, Research, Problem Solving, Travel Planning, Calendaring, Customer Service, Analysis, Program Management
Education
University of Nevada-Las Vegas 2001 — 2004
Bachelor of Science, Business Administration, Finance
Larry Hundley's Wells Fargo Investments Experience January 2004 - March 2007
Job Director of Business Development at Speculator Academy
Industry E-Learning
Experience
Vantage Trading LLC January 2009 - Present
Speculator Academy May 2013 - December 2013
Crystal Cove Wealth Management March 2007 - December 2008
Wells Fargo Investments January 2004 - March 2007
Skills
Investments, Wealth Management, Equities, Estate Planning, Investment Management, Trading, Commodity, Alternative Investments, Technical Analysis, Loans, Banking, Asset Management, Portfolio Management
Education
University of Southern California
Bachelor of Arts (B.A.), Economics
Vantage Trading LLC January 2009 - Present
Speculator Academy May 2013 - December 2013
Crystal Cove Wealth Management March 2007 - December 2008
Wells Fargo Investments January 2004 - March 2007
Skills
Investments, Wealth Management, Equities, Estate Planning, Investment Management, Trading, Commodity, Alternative Investments, Technical Analysis, Loans, Banking, Asset Management, Portfolio Management
Education
University of Southern California
Bachelor of Arts (B.A.), Economics
Mike Atwood's Wells Fargo Investments Experience February 2006 - November 2007
Job Senior Product Manager at Datacard Group
Industry Financial Services
Experience
Nash Foundation May 2014 - Present
Entrust Datacard June 2013 - Present
US Bank January 2011 - May 2013
Wells Fargo Family Wealth November 2007 - December 2010
Wells Fargo Investments February 2006 - November 2007
RBC Dain Rauscher 2003 - 2005
Berthel Fisher Investments 2002 - 2003
Gates Inc 2001 - 2002
Skills
Finance, Product Development, Product Management, Investments, Banking, Wealth Management, Strategic Planning, Business Development, Information Technology, Securities, Series 7, Wealth Management..., Asset Managment, Process Improvement
Education
University of Minnesota-Twin Cities 1997 — 2001
BS, Degrees in Scientific and Technical Communication, Journalism, History
Nash Foundation May 2014 - Present
Entrust Datacard June 2013 - Present
US Bank January 2011 - May 2013
Wells Fargo Family Wealth November 2007 - December 2010
Wells Fargo Investments February 2006 - November 2007
RBC Dain Rauscher 2003 - 2005
Berthel Fisher Investments 2002 - 2003
Gates Inc 2001 - 2002
Skills
Finance, Product Development, Product Management, Investments, Banking, Wealth Management, Strategic Planning, Business Development, Information Technology, Securities, Series 7, Wealth Management..., Asset Managment, Process Improvement
Education
University of Minnesota-Twin Cities 1997 — 2001
BS, Degrees in Scientific and Technical Communication, Journalism, History
Andrew Kroese's Wells Fargo Investments Experience September 2006 - August 2007
Job Sales Manager at Bjorn Daehlie North America
Industry Financial Services
Experience
Bjorn Daehlie North America August 2013 - Present
Gear West Ski & Run September 2007 - August 2013
Wells Fargo Investments September 2006 - August 2007
Skills
Sales, Sporting Goods, Marketing, Customer Service, Product Development, Apparel, Strategic Planning, Leadership, Marketing Strategy, Merchandising, Team Building, New Business Development, Social Media Marketing, Google Analytics, Microsoft Office, E-commerce, Email Marketing, Social Media, Online Marketing, Public Speaking
Education
University of Minnesota-Twin Cities 2001 — 2005
Economics, International Trade & Ecnomic Growth, Social Psychology, Management
Bjorn Daehlie North America August 2013 - Present
Gear West Ski & Run September 2007 - August 2013
Wells Fargo Investments September 2006 - August 2007
Skills
Sales, Sporting Goods, Marketing, Customer Service, Product Development, Apparel, Strategic Planning, Leadership, Marketing Strategy, Merchandising, Team Building, New Business Development, Social Media Marketing, Google Analytics, Microsoft Office, E-commerce, Email Marketing, Social Media, Online Marketing, Public Speaking
Education
University of Minnesota-Twin Cities 2001 — 2005
Economics, International Trade & Ecnomic Growth, Social Psychology, Management
Trysta Krick's Wells Fargo Investments Experience June 2008 - January 2010
Job Broadcast media
Industry Broadcast Media
Experience
Precision Food Works January 2015 - June 2015
Comcast Sportsnet Northwest August 2012 - January 2014
Wild Alchemy May 2011 - January 2014
The Bar Method December 2012 - July 2013
Prive International December 2012 - May 2013
Fisher Investments March 2010 - May 2012
Wells Fargo Investments June 2008 - January 2010
Skills
Broadcast, Storytelling, Market Research, Sales, Interviews, Hospitality, Customer Service, Journalism, Broadcast Journalism, Social Media, Social Media Marketing, Marketing, Social Networking, Leadership, Management, Marketing Strategy, Nutritional Counseling, Facebook, Financial Analysis, Wellness Coaching, Nutrition, Sports Nutrition, Public Relations, Fitness, Client Services, Blogging, Public Speaking, Coaching, Strength Training, Advertising, Event Planning
Education
University of Oregon 2004 — 2008
Bachelor's degree, Business, 3.75
University of Oregon - Charles H. Lundquist College of Business 2004 — 2008
B.S., Finance
Precision Food Works January 2015 - June 2015
Comcast Sportsnet Northwest August 2012 - January 2014
Wild Alchemy May 2011 - January 2014
The Bar Method December 2012 - July 2013
Prive International December 2012 - May 2013
Fisher Investments March 2010 - May 2012
Wells Fargo Investments June 2008 - January 2010
Skills
Broadcast, Storytelling, Market Research, Sales, Interviews, Hospitality, Customer Service, Journalism, Broadcast Journalism, Social Media, Social Media Marketing, Marketing, Social Networking, Leadership, Management, Marketing Strategy, Nutritional Counseling, Facebook, Financial Analysis, Wellness Coaching, Nutrition, Sports Nutrition, Public Relations, Fitness, Client Services, Blogging, Public Speaking, Coaching, Strength Training, Advertising, Event Planning
Education
University of Oregon 2004 — 2008
Bachelor's degree, Business, 3.75
University of Oregon - Charles H. Lundquist College of Business 2004 — 2008
B.S., Finance
Grant Zimmerman's Wells Fargo Investments Experience February 2007 - August 2007
Job Regional Director at Virtus Investment Partners
Industry Financial Services
Experience
Virtus Investment Partners August 2015 - Present
Fred Alger Management June 2009 - August 2015
Lincoln Financial Distributors August 2007 - June 2009
Wells Fargo Investments February 2007 - August 2007
Ameriprise Financial Advisors August 2005 - November 2006
Skills
Series 7, Series 66, Mutual Funds, Separately Managed..., Retirement Planning
Education
University of Minnesota-Twin Cities 1997 — 2004
Virtus Investment Partners August 2015 - Present
Fred Alger Management June 2009 - August 2015
Lincoln Financial Distributors August 2007 - June 2009
Wells Fargo Investments February 2007 - August 2007
Ameriprise Financial Advisors August 2005 - November 2006
Skills
Series 7, Series 66, Mutual Funds, Separately Managed..., Retirement Planning
Education
University of Minnesota-Twin Cities 1997 — 2004
Theron Drenckhahn, PMP's Wells Fargo Investments Experience November 1998 - December 2005
Job Enterprise Project Manager Process Improvement Consultant at First Advantage
Industry Information Technology and Services
Experience
First Advantage June 2014 - Present
First Advantage - Formerly Verifications Inc March 2011 - June 2014
Thrivent Financial for Lutherans September 2008 - January 2011
TCF Bank January 2006 - August 2008
Wells Fargo Investments November 1998 - December 2005
Travelers - Formerly St. Paul Companies April 1997 - November 1998
Wells Fargo Home Mortgage April 1994 - December 1996
Wells Fargo Home Mortgage January 1994 - April 1994
Carlson Marketing July 1991 - December 1993
General Motors - Electronic Data Systems(EDS) July 1989 - July 1991
Skills
Business Analysis, Software Development, Salesforce.com, Business Intelligence, Program Management, Vendor Management, Integration, Agile Methodologies, IT Strategy, Process Improvement, SDLC, Project Management, Management, MS Project, Enterprise Software, Databases, CRM, Project Portfolio..., PMO
Education
PMI - Minnesota 2013 — 2013
Project Management Professional(PMP) Course, Project Management
SIx Sigma Green Belt Training - University of St Thomas
Green Belt Certificaton
University of St. Thomas
Graduate Program in Software Design
EDS System Engineering School
EDS System Engineering Training Program
University of St. Thomas 1982 — 1983
B.A., Business Administration
University of Minnesota-Twin Cities 1979 — 1982
Aerospace Engineering
St Croix Lutheran
First Advantage June 2014 - Present
First Advantage - Formerly Verifications Inc March 2011 - June 2014
Thrivent Financial for Lutherans September 2008 - January 2011
TCF Bank January 2006 - August 2008
Wells Fargo Investments November 1998 - December 2005
Travelers - Formerly St. Paul Companies April 1997 - November 1998
Wells Fargo Home Mortgage April 1994 - December 1996
Wells Fargo Home Mortgage January 1994 - April 1994
Carlson Marketing July 1991 - December 1993
General Motors - Electronic Data Systems(EDS) July 1989 - July 1991
Skills
Business Analysis, Software Development, Salesforce.com, Business Intelligence, Program Management, Vendor Management, Integration, Agile Methodologies, IT Strategy, Process Improvement, SDLC, Project Management, Management, MS Project, Enterprise Software, Databases, CRM, Project Portfolio..., PMO
Education
PMI - Minnesota 2013 — 2013
Project Management Professional(PMP) Course, Project Management
SIx Sigma Green Belt Training - University of St Thomas
Green Belt Certificaton
University of St. Thomas
Graduate Program in Software Design
EDS System Engineering School
EDS System Engineering Training Program
University of St. Thomas 1982 — 1983
B.A., Business Administration
University of Minnesota-Twin Cities 1979 — 1982
Aerospace Engineering
St Croix Lutheran
David G. Sparks, CFA's Wells Fargo Investments Experience April 2001 - June 2007
Job Owner, Heartwood Investments, Inc.
Industry Investment Management
Experience
Heartwood Investments, Inc. October 2007 - Present
CFA Institute 1999 - 2013
University of Northern Iowa August 2007 - May 2009
Wells Fargo Investments April 2001 - June 2007
University of Northern Iowa 1997 - 2007
Securities Corporation of Iowa December 1996 - April 2001
Piper Jaffray July 1990 - December 1996
Blunt Ellis & Loewi, Inc February 1979 - July 1990
Blackhawk Broadcasting April 1972 - August 1978
Skills
Investments, Finance, Public Speaking, Fundraising, Nonprofits, Event Planning, Research, Asset Management
Education
University of Northern Iowa 1979 — 1985
BA, Communications
CFA Institute
CFA Charter, Investment management and research
Heartwood Investments, Inc. October 2007 - Present
CFA Institute 1999 - 2013
University of Northern Iowa August 2007 - May 2009
Wells Fargo Investments April 2001 - June 2007
University of Northern Iowa 1997 - 2007
Securities Corporation of Iowa December 1996 - April 2001
Piper Jaffray July 1990 - December 1996
Blunt Ellis & Loewi, Inc February 1979 - July 1990
Blackhawk Broadcasting April 1972 - August 1978
Skills
Investments, Finance, Public Speaking, Fundraising, Nonprofits, Event Planning, Research, Asset Management
Education
University of Northern Iowa 1979 — 1985
BA, Communications
CFA Institute
CFA Charter, Investment management and research
Kelly Hiatt Neary's Wells Fargo Investments Experience June 2006 - November 2010
Job Risk Manager Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial July 2014 - June 2015
Ameriprise Financial Services, Inc. November 2010 - July 2013
Wells Fargo Investments June 2006 - November 2010
Education
University of Minnesota-Twin Cities 2000 — 2005
BS, Genetics, Cell Biology, and Development
Ameriprise Financial July 2014 - June 2015
Ameriprise Financial Services, Inc. November 2010 - July 2013
Wells Fargo Investments June 2006 - November 2010
Education
University of Minnesota-Twin Cities 2000 — 2005
BS, Genetics, Cell Biology, and Development
Cameron Macintosh's Wells Fargo Investments Experience August 2003 - Present
Job Sales Manager at Wells Fargo Investments
Industry Financial Services
Experience
Wells Fargo Investments August 2003 - Present
Wells Fargo 2003 - Present
Goldman Sachs Asset Management October 2000 - April 2001
Goldman Sachs 2000 - 2001
Fidelity Investments August 1995 - October 2000
Education
University of Phoenix
MBA
University of Utah 1994 — 1998
BS, Economics
Wells Fargo Investments August 2003 - Present
Wells Fargo 2003 - Present
Goldman Sachs Asset Management October 2000 - April 2001
Goldman Sachs 2000 - 2001
Fidelity Investments August 1995 - October 2000
Education
University of Phoenix
MBA
University of Utah 1994 — 1998
BS, Economics
Nate Schipper's Wells Fargo Investments Experience December 2009 - October 2010
Job Suitability Officer at Questar Capital
Industry Financial Services
Experience
Questar Capital Corporation June 2015 - Present
AIG September 2014 - May 2015
Ameriprise Financial November 2010 - August 2014
Wells Fargo Investments December 2009 - October 2010
Allianz Life November 2008 - July 2009
Hartford Life January 2008 - August 2008
Deluxe Corporation January 2006 - December 2007
Skills
Financial Services, Series 24, Series 7, Series 66, Investments, Risk Management, Enterprise Risk..., Insurance, Mutual Funds, Equity Indexed Annuities, Variable Annuities, Securities, FINRA, Problem Solving, Research Information, Customer Service
Education
Florida State University 2013 — 2015
Master's of Science in Management, Risk Management & Insurance
University of Wisconsin-Whitewater
Master of Business Administration (M.B.A.), MBA
University of Phoenix 2005 — 2009
B.S., Finance and Business Management
Questar Capital Corporation June 2015 - Present
AIG September 2014 - May 2015
Ameriprise Financial November 2010 - August 2014
Wells Fargo Investments December 2009 - October 2010
Allianz Life November 2008 - July 2009
Hartford Life January 2008 - August 2008
Deluxe Corporation January 2006 - December 2007
Skills
Financial Services, Series 24, Series 7, Series 66, Investments, Risk Management, Enterprise Risk..., Insurance, Mutual Funds, Equity Indexed Annuities, Variable Annuities, Securities, FINRA, Problem Solving, Research Information, Customer Service
Education
Florida State University 2013 — 2015
Master's of Science in Management, Risk Management & Insurance
University of Wisconsin-Whitewater
Master of Business Administration (M.B.A.), MBA
University of Phoenix 2005 — 2009
B.S., Finance and Business Management
Vicki Ishman's Wells Fargo Investments Experience February 2008 - August 2011
Job Technology Project Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2011 - Present
Wells Fargo Investments February 2008 - August 2011
Wells Fargo Investments January 2002 - February 2008
Wells Fargo Investments April 1993 - December 2001
Universal Pensions, Inc January 1992 - April 1993
Investors Savings Bank August 1989 - January 1992
Skills
Series 7, Brokerage, Business Analysis, Risk Management, Project Implementation, Process Improvement, Call Center, Communication Strategy, Operations Management, Quality Assurance, Analysis, Budgeting, Portfolio Management, Integration, Team Building, Business Requirements, Coaching, Customer Service, Securities, Mutual Funds, Requirements Gathering, MS Project, Internal Communications, Visio, FINRA, Investments, Business Process..., Insurance, Funding, Requirements Analysis, Excel, Risk Analysis, Customer Relations, Series 63, SharePoint, Vendor Management, Banking, SDLC, Relationship Management, Call Centers, PMO
Education
University of Northern Iowa 1985 — 1989
BA, Finance
Wells Fargo August 2011 - Present
Wells Fargo Investments February 2008 - August 2011
Wells Fargo Investments January 2002 - February 2008
Wells Fargo Investments April 1993 - December 2001
Universal Pensions, Inc January 1992 - April 1993
Investors Savings Bank August 1989 - January 1992
Skills
Series 7, Brokerage, Business Analysis, Risk Management, Project Implementation, Process Improvement, Call Center, Communication Strategy, Operations Management, Quality Assurance, Analysis, Budgeting, Portfolio Management, Integration, Team Building, Business Requirements, Coaching, Customer Service, Securities, Mutual Funds, Requirements Gathering, MS Project, Internal Communications, Visio, FINRA, Investments, Business Process..., Insurance, Funding, Requirements Analysis, Excel, Risk Analysis, Customer Relations, Series 63, SharePoint, Vendor Management, Banking, SDLC, Relationship Management, Call Centers, PMO
Education
University of Northern Iowa 1985 — 1989
BA, Finance
James Roso's Wells Fargo Investments Experience July 2006 - Present
Job Assistant Vice President Financial Consultant at Wells Fargo Investments
Industry Financial Services
Experience
Wells Fargo Investments July 2006 - Present
Piper Jaffray May 1999 - July 2006
Kelly Clarke, Inc April 1994 - May 1999
Baltimore Orioles June 1989 - October 1993
Education
University of Oregon
BS, Business Administration - magna cum laude
Wells Fargo Investments July 2006 - Present
Piper Jaffray May 1999 - July 2006
Kelly Clarke, Inc April 1994 - May 1999
Baltimore Orioles June 1989 - October 1993
Education
University of Oregon
BS, Business Administration - magna cum laude
Andrew Blocher LUTCF, ChFC, CLU's Wells Fargo Investments Experience September 2007 - June 2008
Job Senior Sales Specialist at WoodmenLife
Industry Insurance
Experience
WoodmenLife June 2008 - Present
Wells Fargo Investments September 2007 - June 2008
Wells Fargo Bank May 2006 - June 2008
Skills
Life Insurance, Fixed Annuities, Retirement Planning, Series 7, Investments, Term Life Insurance, Long Term Care Insurance, Strategic Planning, Uniform Combined State..., Sales, Variable Annuities, Employee Benefits, Retirement, Series 24, Series 66, Life & Health Insurance..., Disability Insurance, Team Building, ChFC, CLU
Education
University of Nebraska at Omaha 2002 — 2006
BSBA, Finance, Banking and Investment Science Portfolio Management
WoodmenLife June 2008 - Present
Wells Fargo Investments September 2007 - June 2008
Wells Fargo Bank May 2006 - June 2008
Skills
Life Insurance, Fixed Annuities, Retirement Planning, Series 7, Investments, Term Life Insurance, Long Term Care Insurance, Strategic Planning, Uniform Combined State..., Sales, Variable Annuities, Employee Benefits, Retirement, Series 24, Series 66, Life & Health Insurance..., Disability Insurance, Team Building, ChFC, CLU
Education
University of Nebraska at Omaha 2002 — 2006
BSBA, Finance, Banking and Investment Science Portfolio Management
Bryan Weber's Wells Fargo Investments Experience January 2006 - November 2010
Job Loan Administrative Manager at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage November 2010 - Present
Wells Fargo Investments January 2006 - November 2010
Wells Fargo Investments 2006 - 2010
Skills
Mortgage, Servicing, Securities, Escrow, Brokers, Investments, Performance Reviews, Loans, Mortgage Lending, Beta Management, Operations Management, Risk Management, FINRA, Credit, Portfolio Management, Retirement Planning, Banking, Mutual Funds, Loan Servicing, Financial Services
Education
University of Minnesota-Twin Cities 2001 — 2005
BS, Economics
Wells Fargo Home Mortgage November 2010 - Present
Wells Fargo Investments January 2006 - November 2010
Wells Fargo Investments 2006 - 2010
Skills
Mortgage, Servicing, Securities, Escrow, Brokers, Investments, Performance Reviews, Loans, Mortgage Lending, Beta Management, Operations Management, Risk Management, FINRA, Credit, Portfolio Management, Retirement Planning, Banking, Mutual Funds, Loan Servicing, Financial Services
Education
University of Minnesota-Twin Cities 2001 — 2005
BS, Economics
Franz Rufino's Wells Fargo Investments Experience September 2008 - May 2010
Job Data Analyst at Surplus Line Association of California
Industry Staffing and Recruiting
Experience
Surplus Line Association of California March 2014 - Present
Wells Fargo Investments September 2008 - May 2010
Charles Schwab September 2007 - July 2008
Union Bank November 2004 - September 2005
Skills
Quality Assurance, Banking, Financial Services, Business Analysis, Microsoft Excel, Training, Customer Service
Education
University of San Francisco 1997 — 2000
BS, Business Administration
Surplus Line Association of California March 2014 - Present
Wells Fargo Investments September 2008 - May 2010
Charles Schwab September 2007 - July 2008
Union Bank November 2004 - September 2005
Skills
Quality Assurance, Banking, Financial Services, Business Analysis, Microsoft Excel, Training, Customer Service
Education
University of San Francisco 1997 — 2000
BS, Business Administration
Cindy McGannon's Wells Fargo Investments Experience September 2010 - September 2011
Job Director of Professional Development
Industry Medical Devices
Experience
Amplifon USA January 2015 - Present
Amplifon August 2012 - Present
Wells Fargo Investments September 2010 - September 2011
Wells Fargo Bank September 2010 - September 2011
Wells Fargo Bank January 2006 - February 2010
Wells Fargo Bank April 2005 - February 2010
Wells Fargo Bank January 2001 - January 2006
Maple Grove Mall January 1997 - January 2001
Wells Fargo Bank January 1995 - January 1997
Wells Fargo Bank January 1993 - January 1995
Skills
Sales Management, Coaching, Strategic Planning, Retail, Customer Experience, Recruiting, MS Project, Project Planning, Change Management, Goal Oriented, Attention To Detail, Operational Risk..., Employee Training, Training, Forecasting, Leadership, Management, Business Development, Project Management, Sales
Education
University of Minnesota 1978 — 1982
Bachelor of Science degree, Business Administration and Retail Management
University of Minnesota-Twin Cities 1978 — 1982
BS, Business
Amplifon USA January 2015 - Present
Amplifon August 2012 - Present
Wells Fargo Investments September 2010 - September 2011
Wells Fargo Bank September 2010 - September 2011
Wells Fargo Bank January 2006 - February 2010
Wells Fargo Bank April 2005 - February 2010
Wells Fargo Bank January 2001 - January 2006
Maple Grove Mall January 1997 - January 2001
Wells Fargo Bank January 1995 - January 1997
Wells Fargo Bank January 1993 - January 1995
Skills
Sales Management, Coaching, Strategic Planning, Retail, Customer Experience, Recruiting, MS Project, Project Planning, Change Management, Goal Oriented, Attention To Detail, Operational Risk..., Employee Training, Training, Forecasting, Leadership, Management, Business Development, Project Management, Sales
Education
University of Minnesota 1978 — 1982
Bachelor of Science degree, Business Administration and Retail Management
University of Minnesota-Twin Cities 1978 — 1982
BS, Business
David Peedin's Wells Fargo Investments Experience June 2011 - December 2012
Job Vice President, Clearing at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2014 - Present
Wells Fargo December 2012 - April 2014
Wells Fargo Investments June 2011 - December 2012
Skills
Middle Office, Series 7, Securities, Investments, Fixed Income, Banking, Financial Services, Sports Marketing, Sports Writing, Series 3, Credit Derivatives, Vendor Management, Interest Rate..., Trading Systems, Options, Derivatives, Capital Markets
Education
University of North Carolina at Chapel Hill 1995 — 1999
BS, Business Administration and Management, General
Wells Fargo April 2014 - Present
Wells Fargo December 2012 - April 2014
Wells Fargo Investments June 2011 - December 2012
Skills
Middle Office, Series 7, Securities, Investments, Fixed Income, Banking, Financial Services, Sports Marketing, Sports Writing, Series 3, Credit Derivatives, Vendor Management, Interest Rate..., Trading Systems, Options, Derivatives, Capital Markets
Education
University of North Carolina at Chapel Hill 1995 — 1999
BS, Business Administration and Management, General
William Paynter's Wells Fargo Investments Experience 2008 - 2011
Job Senior Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2011 - Present
Wells Fargo Investments 2008 - 2011
Education
University of Southern California
Bachelor of Arts (B.A.), Pre-Medicine/Pre-Medical Studies
Morgan Stanley Wealth Management February 2011 - Present
Wells Fargo Investments 2008 - 2011
Education
University of Southern California
Bachelor of Arts (B.A.), Pre-Medicine/Pre-Medical Studies