Wells Fargo Prime Services
Industry: Company
DescriptionFounded: 2004 Parent organization: EVEREN Capital Corp Subsidiary: Merlin Canada Ltd.
Wells Fargo Prime Services List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo Prime Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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11 Wells Fargo Prime Services employees in database. Find out everything there's to know about Wells Fargo Prime Services employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Prime Services Employees
Employee
Years
Job
Industry
Tabitha George Tabitha George's Wells Fargo Prime Services Experience December 2012 - Present
Job Assistant Vice President at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Prime Services December 2012 - Present
Merlin Securities January 2006 - July 2012
Thomson Financial 2000 - 2006
Skills
Market Data, Equities, Hedge Funds, Securities, Equity Trading, Prime Brokerage, Asset Managment, Bloomberg, Portfolio Management, Middle Office, Alternative Investments, Asset Management, Mutual Funds, Risk Management, Investments, Bloomberg Terminal, Commodity, Equity Derivatives, FINRA, Relationship Management, Private Equity
Education
New York Institute of Technology-Old Westbury 2004 — 2007
MBA, Finance, GPA 3.80
New York Institute of Technology 1995 — 1999
BS, Infromation Systems
Wells Fargo Prime Services December 2012 - Present
Merlin Securities January 2006 - July 2012
Thomson Financial 2000 - 2006
Skills
Market Data, Equities, Hedge Funds, Securities, Equity Trading, Prime Brokerage, Asset Managment, Bloomberg, Portfolio Management, Middle Office, Alternative Investments, Asset Management, Mutual Funds, Risk Management, Investments, Bloomberg Terminal, Commodity, Equity Derivatives, FINRA, Relationship Management, Private Equity
Education
New York Institute of Technology-Old Westbury 2004 — 2007
MBA, Finance, GPA 3.80
New York Institute of Technology 1995 — 1999
BS, Infromation Systems
Adam Friedland Adam Friedland's Wells Fargo Prime Services Experience November 2010 - Present
Job Client Service at Wells Fargo Prime Services
Industry Financial Services
Experience
Wells Fargo Prime Services November 2010 - Present
UBS Investment Bank June 2007 - May 2010
oppenheimer 2006 - 2006
Skills
Fixed Income, Options, Equities, Trading, Derivatives, Valuation, Capital Markets, Bloomberg, Alternative Investments, Hedging, Equity Trading, Investments, Volatility, Electronic Trading, Hedge Funds, Commodity, Trading Strategies, Proprietary Trading, Commodity Markets, Trading Systems, Asset Management
Education
The George Washington University 2003 — 2007
The George Washington University - School of Business 2003 — 2007
Business Administration, Finance
Wells Fargo Prime Services November 2010 - Present
UBS Investment Bank June 2007 - May 2010
oppenheimer 2006 - 2006
Skills
Fixed Income, Options, Equities, Trading, Derivatives, Valuation, Capital Markets, Bloomberg, Alternative Investments, Hedging, Equity Trading, Investments, Volatility, Electronic Trading, Hedge Funds, Commodity, Trading Strategies, Proprietary Trading, Commodity Markets, Trading Systems, Asset Management
Education
The George Washington University 2003 — 2007
The George Washington University - School of Business 2003 — 2007
Business Administration, Finance
Erica Kerber Erica Kerber's Wells Fargo Prime Services Experience July 2015 - Present
Job Vice President Prime Services
Industry Financial Services
Experience
Wells Fargo Prime Services July 2015 - Present
J.P. Morgan July 2006 - July 2015
Skills
Equities, Capital Markets, Investment Banking, Series 7, Fixed Income, Hedge Funds, Alternative Investments, Asset Management, Derivatives, Financial Services, Bloomberg, Investments, Options, Portfolio Management, Securities, Series 63, Trading, Trading Systems, Finance, Prime Brokerage, Business Analysis, Financial Markets, Electronic Trading
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA, Finance and Management
State University of New York at Binghamton
BS, Finance and Marketing
Wells Fargo Prime Services July 2015 - Present
J.P. Morgan July 2006 - July 2015
Skills
Equities, Capital Markets, Investment Banking, Series 7, Fixed Income, Hedge Funds, Alternative Investments, Asset Management, Derivatives, Financial Services, Bloomberg, Investments, Options, Portfolio Management, Securities, Series 63, Trading, Trading Systems, Finance, Prime Brokerage, Business Analysis, Financial Markets, Electronic Trading
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA, Finance and Management
State University of New York at Binghamton
BS, Finance and Marketing
Farid (Freddy) Zainal's Wells Fargo Prime Services Experience April 2009 - July 2015
Job Head of Prime Brokerage at Apex Clearing Corporation
Industry Financial Services
Experience
Apex Clearing Corporation August 2015 - Present
Wells Fargo Prime Services April 2009 - July 2015
Goldman Sachs Execution and Clearing 2000 - April 2009
Spear Leed & Kellogg 1987 - 2000
Skills
Series 7, Trading Systems, Equities, Securities, Electronic Trading, Hedge Funds, Derivatives, Commodity, Management, Prime Brokerage, Capital Markets, Alternative Investments, Trading, Fixed Income, Middle Office, Operating Systems, Equity Trading, Options
Education
Purdue University 1979 — 1983
BS
Apex Clearing Corporation August 2015 - Present
Wells Fargo Prime Services April 2009 - July 2015
Goldman Sachs Execution and Clearing 2000 - April 2009
Spear Leed & Kellogg 1987 - 2000
Skills
Series 7, Trading Systems, Equities, Securities, Electronic Trading, Hedge Funds, Derivatives, Commodity, Management, Prime Brokerage, Capital Markets, Alternative Investments, Trading, Fixed Income, Middle Office, Operating Systems, Equity Trading, Options
Education
Purdue University 1979 — 1983
BS
Kevin Salquist's Wells Fargo Prime Services Experience August 2012 - Present
Job Director Wells Fargo Prime Services
Industry Investment Management
Experience
Wells Fargo Prime Services August 2012 - Present
Merlin Securities LLC October 2005 - Present
Education
University of San Francisco
Wells Fargo Prime Services August 2012 - Present
Merlin Securities LLC October 2005 - Present
Education
University of San Francisco
Irena Rogatsky's Wells Fargo Prime Services Experience August 2012 - Present
Job Database Developer
Industry Financial Services
Experience
Wells Fargo Prime Services August 2012 - Present
Merlin Securities June 2005 - August 2012
Online Business Ltd. 1999 - 2001
Telrad Networks 1994 - 1999
Skills
Fixed Income, Perl, Visual Basic, Unix, Equities, Equity Trading, Trading, Investment Banking, Hedge Funds, Java, Capital Markets, Oracle SQL, Oracle PL/SQL..., FIX, PL/SQL, Market Data
Education
Bar-Ilan University 1992 — 1995
B.Sc., Physics and Computer Sciences
Wells Fargo Prime Services August 2012 - Present
Merlin Securities June 2005 - August 2012
Online Business Ltd. 1999 - 2001
Telrad Networks 1994 - 1999
Skills
Fixed Income, Perl, Visual Basic, Unix, Equities, Equity Trading, Trading, Investment Banking, Hedge Funds, Java, Capital Markets, Oracle SQL, Oracle PL/SQL..., FIX, PL/SQL, Market Data
Education
Bar-Ilan University 1992 — 1995
B.Sc., Physics and Computer Sciences
Brandt Williams's Wells Fargo Prime Services Experience March 2005 - Present
Job Director at Wells Fargo Prime Services
Industry Financial Services
Experience
Wells Fargo Prime Services March 2005 - Present
Renassiance Club Sport 2007 - 2011
Bank of America Primebrokerage March 1998 - March 2005
Montgomery Securities July 1995 - March 1998
Group One Trading, LP 1992 - 1995
Pacific Coast Options Exchange 1987 - 1995
Skills
Hedge Funds, Equities, Investments, Options, Portfolio Management, Securities, Series 7, Series 63, Trading, Mutual Funds, Fixed Income, Financial Services, Bloomberg, Capital Markets, Asset Management, Asset Allocation, Alternative Investments
Education
Saint Mary's College of California 1983 — 1987
BS, Business Administration
Wells Fargo Prime Services March 2005 - Present
Renassiance Club Sport 2007 - 2011
Bank of America Primebrokerage March 1998 - March 2005
Montgomery Securities July 1995 - March 1998
Group One Trading, LP 1992 - 1995
Pacific Coast Options Exchange 1987 - 1995
Skills
Hedge Funds, Equities, Investments, Options, Portfolio Management, Securities, Series 7, Series 63, Trading, Mutual Funds, Fixed Income, Financial Services, Bloomberg, Capital Markets, Asset Management, Asset Allocation, Alternative Investments
Education
Saint Mary's College of California 1983 — 1987
BS, Business Administration
Phil Miner's Wells Fargo Prime Services Experience August 2012 - Present
Job Wells Fargo Prime Services LLC
Industry Financial Services
Experience
Wells Fargo Prime Services August 2012 - Present
Merlin Securities January 2007 - August 2012
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Prime Brokerage, Equities, Securities, Private Equity, Trading, Asset Managment, Options, Fixed Income, Series 7, Equity Trading, Trading Systems, Risk Management, Capital Markets, Asset Management, Mutual Funds, Series 63, Investment Management, Portfolio Management, Financial Markets, Investments, Investment Strategies, Equity Research, Derivatives, Bloomberg, FINRA, Electronic Trading
Education
St. Mary's College of California 1992 — 1996
BS, Business Administration & Marketing
Wells Fargo Prime Services August 2012 - Present
Merlin Securities January 2007 - August 2012
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Prime Brokerage, Equities, Securities, Private Equity, Trading, Asset Managment, Options, Fixed Income, Series 7, Equity Trading, Trading Systems, Risk Management, Capital Markets, Asset Management, Mutual Funds, Series 63, Investment Management, Portfolio Management, Financial Markets, Investments, Investment Strategies, Equity Research, Derivatives, Bloomberg, FINRA, Electronic Trading
Education
St. Mary's College of California 1992 — 1996
BS, Business Administration & Marketing
Bill Kearns's Wells Fargo Prime Services Experience September 2013 - Present
Job Prime Finance Sales at Wells Fargo Prime Services
Industry Financial Services
Experience
Wells Fargo Prime Services September 2013 - Present
Deutsche Bank 2007 - September 2013
UBS Securities 1998 - 2007
Furman Selz LLC January 1995 - January 1998
DLJ /Pershing January 1993 - January 1995
Skills
Prime Brokerage, Relationship Management, Hedge Funds, Investment Banking, Derivatives, Alternative Investments, Finance, Equities, Series 7, Fixed Income, Bloomberg, Capital Markets, Securities, Series 63, Asset Management
Education
High Point University 1986 — 1990
BS, Business
Hun School of Princeton 1982 — 1986
Wells Fargo Prime Services September 2013 - Present
Deutsche Bank 2007 - September 2013
UBS Securities 1998 - 2007
Furman Selz LLC January 1995 - January 1998
DLJ /Pershing January 1993 - January 1995
Skills
Prime Brokerage, Relationship Management, Hedge Funds, Investment Banking, Derivatives, Alternative Investments, Finance, Equities, Series 7, Fixed Income, Bloomberg, Capital Markets, Securities, Series 63, Asset Management
Education
High Point University 1986 — 1990
BS, Business
Hun School of Princeton 1982 — 1986
Robert Jordan's Wells Fargo Prime Services Experience August 2012 - April 2015
Job Weeden Prime Services
Industry Financial Services
Experience
Weeden Prime Services, LLC June 2015 - Present
Wells Fargo Prime Services August 2012 - April 2015
Merlin Securities 2008 - August 2012
Bear Stearns January 2004 - April 2008
Education
University of New Hampshire 1990 — 1994
Mercersburg Academy 1988 — 1989
East Boston High School 1984 — 1988
Weeden Prime Services, LLC June 2015 - Present
Wells Fargo Prime Services August 2012 - April 2015
Merlin Securities 2008 - August 2012
Bear Stearns January 2004 - April 2008
Education
University of New Hampshire 1990 — 1994
Mercersburg Academy 1988 — 1989
East Boston High School 1984 — 1988
Carl Romick's Wells Fargo Prime Services Experience December 2012 - Present
Job vice president trading at Wells Fargo Prime Services
Industry Financial Services
Experience
Wells Fargo Prime Services December 2012 - Present
Merlin Securities September 2010 - December 2012
Keck Securities July 1997 - November 2007
Morgan Stanley & Co. Incorporated 1986 - 1992
Education
University of California Irvine 1975 — 1979
BA, English
University of California, Irvine
Wells Fargo Prime Services December 2012 - Present
Merlin Securities September 2010 - December 2012
Keck Securities July 1997 - November 2007
Morgan Stanley & Co. Incorporated 1986 - 1992
Education
University of California Irvine 1975 — 1979
BA, English
University of California, Irvine
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY