Wells Fargo Private Bank
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Wells Fargo Private Bank Employees
Employee
Years
Job
Industry
Zach Bohr, CFA Zach Bohr, CFA's Wells Fargo Private Bank Experience July 2014 - Present
Job Investment Strategist at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank July 2014 - Present
Wells Fargo Private Bank May 2012 - July 2014
USAA July 2007 - May 2012
The Vanguard Group September 2006 - June 2007
Honeywell May 2005 - September 2005
Skills
Asset Allocation, Mutual Funds, Investments, Strategic Financial..., Wealth Management, Retirement Planning, Financial Modeling, Financial Analysis, Investment Strategies
Education
Arizona State University, W. P. Carey School of Business 2009 — 2011
MBA, Finance
University of Arizona, Eller College of Management 2002 — 2006
BSB, Marketing
Wells Fargo Private Bank July 2014 - Present
Wells Fargo Private Bank May 2012 - July 2014
USAA July 2007 - May 2012
The Vanguard Group September 2006 - June 2007
Honeywell May 2005 - September 2005
Skills
Asset Allocation, Mutual Funds, Investments, Strategic Financial..., Wealth Management, Retirement Planning, Financial Modeling, Financial Analysis, Investment Strategies
Education
Arizona State University, W. P. Carey School of Business 2009 — 2011
MBA, Finance
University of Arizona, Eller College of Management 2002 — 2006
BSB, Marketing
Lawrence Katz Lawrence Katz's Wells Fargo Private Bank Experience August 2011 - Present
Job Regional Private Banking Manager Palm Beach County at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank August 2011 - Present
Wells Fargo Private Bank (successor to Wachovia Bank) July 2009 - August 2011
Wachovia Wealth Management June 2004 - July 2009
Wachovia Wealth Management August 2002 - June 2004
Bank of America Private Bank (successor to Barnett Bank) January 1997 - August 2002
Barnett Banks Inc September 1994 - August 1997
Barnett Banks, Inc. September 1991 - September 1994
Barnett Bank of Florida April 1984 - September 1991
Skills
Investments, Insurance, Trusts, Credit, Team Leadership, Financial Services, Banking, Risk Management, Strategic Financial..., Strategy, Wealth Management, Finance, Financial Advisory, Leadership, Wealth Management..., Private Banking, Series 7, Management
Education
University of Florida - Warrington College of Business Administration 1982 — 1984
BSBA, Finance and Insurance
Clemson University 1980 — 1982
Wells Fargo Private Bank August 2011 - Present
Wells Fargo Private Bank (successor to Wachovia Bank) July 2009 - August 2011
Wachovia Wealth Management June 2004 - July 2009
Wachovia Wealth Management August 2002 - June 2004
Bank of America Private Bank (successor to Barnett Bank) January 1997 - August 2002
Barnett Banks Inc September 1994 - August 1997
Barnett Banks, Inc. September 1991 - September 1994
Barnett Bank of Florida April 1984 - September 1991
Skills
Investments, Insurance, Trusts, Credit, Team Leadership, Financial Services, Banking, Risk Management, Strategic Financial..., Strategy, Wealth Management, Finance, Financial Advisory, Leadership, Wealth Management..., Private Banking, Series 7, Management
Education
University of Florida - Warrington College of Business Administration 1982 — 1984
BSBA, Finance and Insurance
Clemson University 1980 — 1982
Mia Joiner Mia Joiner's Wells Fargo Private Bank Experience May 2014 - May 2015
Job Customer Service Rep at Wells Fargo Private Mortgage
Industry Banking
Experience
Wells Fargo Home Mortgage April 2015 - Present
Wells Fargo Private Bank May 2014 - May 2015
Performing Arts Physical Therapy and Pilates Studio March 2013 - September 2013
LA Fitness March 2006 - October 2012
CSUSB September 2011 - September 2012
Skills
Sports Nutrition, Exercise Physiology, Nutrition, Personal Training, Fitness, Strength Training, Wellness, Fitness Training, Athletics, Health Promotion, Health Education, Strength & Conditioning, Cpr Certified, Nutritional Counseling, Exercise Prescription, Weight Training, Wellness Coaching, Sports, Stretching, Physical Therapy, Functional Training, Public Speaking, Weight Management, Injury Prevention, Nutrition Education, IFS, Brokerage, Mortgage Lending, Mortgage Banking, Broker-Dealer Compliance, Mortgage Compliance, Private Banking, Trust Services, Fiduciary Services
Education
Beverly Hills CPR 2014 — 2016
Basic Life Support for Healthcare Providers Certification
California State University-Los Angeles 2014 — 2014
EKG Technician
California State University-San Bernardino 2009 — 2011
Bachelor of Science (B.S.), Kinesiology and Exercise Science
Crafton Hills College 2006 — 2009
Associate of Arts (A.A.), Psychology
Wells Fargo Home Mortgage April 2015 - Present
Wells Fargo Private Bank May 2014 - May 2015
Performing Arts Physical Therapy and Pilates Studio March 2013 - September 2013
LA Fitness March 2006 - October 2012
CSUSB September 2011 - September 2012
Skills
Sports Nutrition, Exercise Physiology, Nutrition, Personal Training, Fitness, Strength Training, Wellness, Fitness Training, Athletics, Health Promotion, Health Education, Strength & Conditioning, Cpr Certified, Nutritional Counseling, Exercise Prescription, Weight Training, Wellness Coaching, Sports, Stretching, Physical Therapy, Functional Training, Public Speaking, Weight Management, Injury Prevention, Nutrition Education, IFS, Brokerage, Mortgage Lending, Mortgage Banking, Broker-Dealer Compliance, Mortgage Compliance, Private Banking, Trust Services, Fiduciary Services
Education
Beverly Hills CPR 2014 — 2016
Basic Life Support for Healthcare Providers Certification
California State University-Los Angeles 2014 — 2014
EKG Technician
California State University-San Bernardino 2009 — 2011
Bachelor of Science (B.S.), Kinesiology and Exercise Science
Crafton Hills College 2006 — 2009
Associate of Arts (A.A.), Psychology
Andrew Winchester Andrew Winchester's Wells Fargo Private Bank Experience November 2013 - Present
Job Senior Vice President, Wealth Advisor at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank November 2013 - Present
Pacific Pointe Advisors April 2012 - November 2013
Modus Worldwide, LLC January 2009 - 2012
Venture Advisory Services for Early Stage Companies 2000 - 2012
Bank of America June 1994 - January 2000
Wells Fargo June 1987 - June 1994
Skills
Venture Capital, Wealth Management, Start-ups, Entrepreneurship, Finance, Business Strategy, Financial Services, Management, Corporate Development, Banking, QuickBooks, Microsoft Excel, Microsoft Office, Private Equity, PowerPoint, Mergers, Wealth Planning...
Education
California Polytechnic State University-San Luis Obispo 1981 — 1986
BS, Business Management
Palisades High School 1979 — 1981
Wells Fargo Private Bank November 2013 - Present
Pacific Pointe Advisors April 2012 - November 2013
Modus Worldwide, LLC January 2009 - 2012
Venture Advisory Services for Early Stage Companies 2000 - 2012
Bank of America June 1994 - January 2000
Wells Fargo June 1987 - June 1994
Skills
Venture Capital, Wealth Management, Start-ups, Entrepreneurship, Finance, Business Strategy, Financial Services, Management, Corporate Development, Banking, QuickBooks, Microsoft Excel, Microsoft Office, Private Equity, PowerPoint, Mergers, Wealth Planning...
Education
California Polytechnic State University-San Luis Obispo 1981 — 1986
BS, Business Management
Palisades High School 1979 — 1981
Erik Feinberg Erik Feinberg's Wells Fargo Private Bank Experience July 2009 - August 2012
Job Limited Partner/ Investor at S & J Family Limited Partnership
Industry Commercial Real Estate
Experience
S & J Family Limited Partnership August 2012 - 2014
Wells Fargo Private Bank July 2009 - August 2012
Ameriprise Financial Services, Inc. February 2005 - February 2008
American Express Financial Advisors January 2003 - December 2003
Lurie Besikof Lapidus & Company, LLP January 2000 - January 2002
American Express Financial Advisors August 1999 - January 2000
Skills
Six Sigma, Investments, Financial Modeling, Accounting, Forecasting, Estate Planning, Project Management, Contract Negotiation, Marketing, New Business Development, Financial Advisory, Tax, Project Planning, Financial Analysis, Asset Management, Financial Services
Education
University of Minnesota - Carlson School of Management 2001 — 2005
MBA, Marketing, Finance
Chicago-Kent College of Law, Illinois Institute of Technology 1996 — 1999
JD, Law
Boston University 1991 — 1996
BA, Political Science, Economics
The Blake School 1979 — 1991
S & J Family Limited Partnership August 2012 - 2014
Wells Fargo Private Bank July 2009 - August 2012
Ameriprise Financial Services, Inc. February 2005 - February 2008
American Express Financial Advisors January 2003 - December 2003
Lurie Besikof Lapidus & Company, LLP January 2000 - January 2002
American Express Financial Advisors August 1999 - January 2000
Skills
Six Sigma, Investments, Financial Modeling, Accounting, Forecasting, Estate Planning, Project Management, Contract Negotiation, Marketing, New Business Development, Financial Advisory, Tax, Project Planning, Financial Analysis, Asset Management, Financial Services
Education
University of Minnesota - Carlson School of Management 2001 — 2005
MBA, Marketing, Finance
Chicago-Kent College of Law, Illinois Institute of Technology 1996 — 1999
JD, Law
Boston University 1991 — 1996
BA, Political Science, Economics
The Blake School 1979 — 1991
Tina Woodward Tina Woodward's Wells Fargo Private Bank Experience November 2010 - May 2012
Job Independent Beauty Consultant
Industry Cosmetics
Experience
Mary Kay Idependent Consultant August 2014 - Present
RPM Mortgage, Inc. July 2014 - August 2014
Heritage Bank of Commerce June 2013 - July 2014
Comerica Bank May 2012 - June 2013
Wells Fargo Private Bank November 2010 - May 2012
Wells Fargo May 2007 - November 2010
Skills
Consumer Lending, Credit, Customer Service, Financial Analysis, Loans, Microsoft Excel, Sales
Education
Allied American University 2015 — 2015
CA Real Estate License, Real Estate
Post University 2012 — 2015
Bachelor of Science (BS), Criminal Justice
California State University- Bakersfield 2000 — 2005
Psychology
Mary Kay Idependent Consultant August 2014 - Present
RPM Mortgage, Inc. July 2014 - August 2014
Heritage Bank of Commerce June 2013 - July 2014
Comerica Bank May 2012 - June 2013
Wells Fargo Private Bank November 2010 - May 2012
Wells Fargo May 2007 - November 2010
Skills
Consumer Lending, Credit, Customer Service, Financial Analysis, Loans, Microsoft Excel, Sales
Education
Allied American University 2015 — 2015
CA Real Estate License, Real Estate
Post University 2012 — 2015
Bachelor of Science (BS), Criminal Justice
California State University- Bakersfield 2000 — 2005
Psychology
Helen Villare's Wells Fargo Private Bank Experience March 2010 - December 2012
Job Account Administrator at Pennsylvania Trust
Industry Banking
Experience
Pennsylvania Trust January 2013 - Present
Wells Fargo Private Bank March 2010 - December 2012
Wachovia Bank, A Wells Fargo Company 2005 - 2010
Wachovia Bank, A Wells Fargo Company 2002 - 2005
Wachovia Bank, A Wells Fargo Company 2000 - 2003
Wachovia Bank, A Wells Fargo Company 1997 - 2000
Advanta Corporation 1996 - 1997
Wachovia Bank, A Wells Fargo Company 1972 - 1996
Skills
Project and...
Education
Neumann University 2003 — 2007
Liberal Studies, Graduated May 2007
Cannon Financial Services 2003 — 2005
Trust Administration
Delaware County Community College 1996 — 2002
Business Management, Associated Degree June 2002
Wachovia Bank, A Wells Fargo Company
Building Trust Expertise
Pennsylvania Trust January 2013 - Present
Wells Fargo Private Bank March 2010 - December 2012
Wachovia Bank, A Wells Fargo Company 2005 - 2010
Wachovia Bank, A Wells Fargo Company 2002 - 2005
Wachovia Bank, A Wells Fargo Company 2000 - 2003
Wachovia Bank, A Wells Fargo Company 1997 - 2000
Advanta Corporation 1996 - 1997
Wachovia Bank, A Wells Fargo Company 1972 - 1996
Skills
Project and...
Education
Neumann University 2003 — 2007
Liberal Studies, Graduated May 2007
Cannon Financial Services 2003 — 2005
Trust Administration
Delaware County Community College 1996 — 2002
Business Management, Associated Degree June 2002
Wachovia Bank, A Wells Fargo Company
Building Trust Expertise
Gregory B. Robinson Gregory B. Robinson's Wells Fargo Private Bank Experience January 2011 - October 2012
Job Founder, Managing Director at RLG Capital
Industry Investment Management
Experience
Robinson Lisonbee Global Capital dba RLG Capital November 2013 - Present
Progress Through Business October 2009 - Present
The CAPROCK Group November 2012 - December 2014
Outpost Capital May 2003 - December 2014
Romney for President May 2011 - November 2012
Wells Fargo Private Bank January 2011 - October 2012
ViciCapital Partners November 2009 - December 2010
York School September 2005 - June 2009
Outpost Entertainment, Inc. April 1998 - April 2008
EHS Partners August 1998 - May 2003
Skills
Financial Goals, Wealth, Strategy, Strategic Partnerships, Mergers, Investments, Private Equity, Strategic Planning, Investment Strategies, Strategic Financial..., Asset Allocation, Wealth Management, Investment Advisory, Investment Management, Series 7, Mutual Funds, Retirement Planning, Wealth Management..., Banking, Insurance, Mergers & Acquisitions, Executive Management, Venture Capital, Finance, Management, Financial Planning, Start-ups, Marketing, Business Strategy, Entrepreneurship, Business Development, Leadership, Financial Modeling, Estate Planning, Corporate Development, Financial Analysis, Humanitarian
Education
Harvard Business School 1989 — 1991
MBA, Business Administration and Management, General
Brigham Young University 1978 — 1986
BA, English, French
Bella Vista High School 1975 — 1978
High School Diploma
Robinson Lisonbee Global Capital dba RLG Capital November 2013 - Present
Progress Through Business October 2009 - Present
The CAPROCK Group November 2012 - December 2014
Outpost Capital May 2003 - December 2014
Romney for President May 2011 - November 2012
Wells Fargo Private Bank January 2011 - October 2012
ViciCapital Partners November 2009 - December 2010
York School September 2005 - June 2009
Outpost Entertainment, Inc. April 1998 - April 2008
EHS Partners August 1998 - May 2003
Skills
Financial Goals, Wealth, Strategy, Strategic Partnerships, Mergers, Investments, Private Equity, Strategic Planning, Investment Strategies, Strategic Financial..., Asset Allocation, Wealth Management, Investment Advisory, Investment Management, Series 7, Mutual Funds, Retirement Planning, Wealth Management..., Banking, Insurance, Mergers & Acquisitions, Executive Management, Venture Capital, Finance, Management, Financial Planning, Start-ups, Marketing, Business Strategy, Entrepreneurship, Business Development, Leadership, Financial Modeling, Estate Planning, Corporate Development, Financial Analysis, Humanitarian
Education
Harvard Business School 1989 — 1991
MBA, Business Administration and Management, General
Brigham Young University 1978 — 1986
BA, English, French
Bella Vista High School 1975 — 1978
High School Diploma
Jason Frank Jason Frank's Wells Fargo Private Bank Experience January 2001 - Present
Job Sr Investment Strategist at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Private Bank January 2001 - Present
Community First Bankshares September 1997 - January 2001
Skills
Investments, Asset Management, Portfolio Management, Wealth Management, Asset Allocation, Bonds, ETFs, Management, Retirement, Customer Service, Estate Planning, Mortgage Lending, Emerging Markets, Uniform Combined State..., Leadership, Wealth, Wealth Management..., Insurance, Financial Advisory, High Net Worth..., Structured Products, Options
Education
University of Phoenix 2003 — 2005
Master of Business Administration (MBA)
Minnesota State University, Moorhead 1996 — 1998
Bachelor's degree, Finance
Bismarck State College 1994 — 1996
Associate's degree
Bismarck Century High School 1992 — 1994
High School Diploma
Wells Fargo Private Bank January 2001 - Present
Community First Bankshares September 1997 - January 2001
Skills
Investments, Asset Management, Portfolio Management, Wealth Management, Asset Allocation, Bonds, ETFs, Management, Retirement, Customer Service, Estate Planning, Mortgage Lending, Emerging Markets, Uniform Combined State..., Leadership, Wealth, Wealth Management..., Insurance, Financial Advisory, High Net Worth..., Structured Products, Options
Education
University of Phoenix 2003 — 2005
Master of Business Administration (MBA)
Minnesota State University, Moorhead 1996 — 1998
Bachelor's degree, Finance
Bismarck State College 1994 — 1996
Associate's degree
Bismarck Century High School 1992 — 1994
High School Diploma
Michael Norins Michael Norins's Wells Fargo Private Bank Experience February 2000 - June 2005
Job Managing Principal / COO at FORTIS Asset Management FORTIS Private Wealth Management
Industry Financial Services
Experience
FORTIS ASSET MANAGEMENT- FORTIS PRIVATE WEALTH September 2014 - Present
Ascent Private Capital Management : US Bank August 2011 - Present
Private Client Reserve US Bank June 2005 - August 2011
Wells Fargo Private Bank February 2000 - June 2005
Merrill Lynch June 1994 - June 2000
Skills
Client Relationship..., Client Counseling, Business Owner Planning, Business Owner..., Able to build strong..., Excellent Client..., Wealth Management, Wealth Management..., Financial Advisory, Private Banking, Full Wealth Planning..., New Client Development, Family Planning, Generational Planning, Sales Management, Wealth Planning for..., Investment Management, Wealth, Business Development, Insurance, Retirement Planning, Finance, Portfolio Management, Asset Management, Investments, Banking, Management
Education
Cornell University - Johnson Graduate School of Management
Business Management - Leadership
University of Oregon
Business Administration / Political Economics
FORTIS ASSET MANAGEMENT- FORTIS PRIVATE WEALTH September 2014 - Present
Ascent Private Capital Management : US Bank August 2011 - Present
Private Client Reserve US Bank June 2005 - August 2011
Wells Fargo Private Bank February 2000 - June 2005
Merrill Lynch June 1994 - June 2000
Skills
Client Relationship..., Client Counseling, Business Owner Planning, Business Owner..., Able to build strong..., Excellent Client..., Wealth Management, Wealth Management..., Financial Advisory, Private Banking, Full Wealth Planning..., New Client Development, Family Planning, Generational Planning, Sales Management, Wealth Planning for..., Investment Management, Wealth, Business Development, Insurance, Retirement Planning, Finance, Portfolio Management, Asset Management, Investments, Banking, Management
Education
Cornell University - Johnson Graduate School of Management
Business Management - Leadership
University of Oregon
Business Administration / Political Economics
David Syroney, CTFA David Syroney, CTFA's Wells Fargo Private Bank Experience 2008 - March 2009
Job Vice President & Trust Manager
Industry Financial Services
Experience
The Washington Trust Company June 2015 - Present
Wells Fargo February 2011 - May 2015
Wells Fargo Private Bank 2008 - March 2009
Associated Bank 2004 - 2008
Skills
Estate Planning, Trust Services, Finance, Trusts, Wealth Management, High Net Worth..., Financial Analysis, Financial Services, Wealth Management..., Retirement Planning, Investments
Education
Cleveland State University - Cleveland-Marshall College of Law 1989 — 1992
JD, Law
Denison University 1984 — 1988
BA, Political Science
Holy Name High School 1980 — 1984
College/University Preparatory and Advanced High School/Secondary Diploma Program
The Washington Trust Company June 2015 - Present
Wells Fargo February 2011 - May 2015
Wells Fargo Private Bank 2008 - March 2009
Associated Bank 2004 - 2008
Skills
Estate Planning, Trust Services, Finance, Trusts, Wealth Management, High Net Worth..., Financial Analysis, Financial Services, Wealth Management..., Retirement Planning, Investments
Education
Cleveland State University - Cleveland-Marshall College of Law 1989 — 1992
JD, Law
Denison University 1984 — 1988
BA, Political Science
Holy Name High School 1980 — 1984
College/University Preparatory and Advanced High School/Secondary Diploma Program
Jim Griest Jim Griest's Wells Fargo Private Bank Experience 2002 - 2010
Job Vice President, Senior Private Banker specializing in customized loan and wealth management solutions for achievers.
Industry Banking
Experience
1st Source Bank 2010 - Present
Wells Fargo Private Bank 2002 - 2010
Fifth Third Bank 2001 - 2002
Old National Bank 1995 - 2001
Skills
Loans, Credit, Credit Analysis, Banking, Cash Management, Strategic Financial..., Financial Analysis, Commercial Lending, Investments, Mortgage Lending, Trusts, Finance, Commercial Banking, Wealth Management, Consumer Lending, Lines Of Credit, Portfolio Management, Small Business Lending, Underwriting, Private Banking, Treasury Management, Asset Management, Relationship Management, Retail Banking, Credit Risk, Financial Services, Commercial Mortgages, Wealth Management..., Financial Planning
Education
Indiana University Bloomington
Bachelor of Science (B.S.), Accounting
Albion College
1st Source Bank 2010 - Present
Wells Fargo Private Bank 2002 - 2010
Fifth Third Bank 2001 - 2002
Old National Bank 1995 - 2001
Skills
Loans, Credit, Credit Analysis, Banking, Cash Management, Strategic Financial..., Financial Analysis, Commercial Lending, Investments, Mortgage Lending, Trusts, Finance, Commercial Banking, Wealth Management, Consumer Lending, Lines Of Credit, Portfolio Management, Small Business Lending, Underwriting, Private Banking, Treasury Management, Asset Management, Relationship Management, Retail Banking, Credit Risk, Financial Services, Commercial Mortgages, Wealth Management..., Financial Planning
Education
Indiana University Bloomington
Bachelor of Science (B.S.), Accounting
Albion College
Brett Dammann Brett Dammann's Wells Fargo Private Bank Experience May 2005 - Present
Job Market Growth & Development Manager at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank May 2005 - Present
U.S. Trust Company 2000 - 2005
California Bank & Trust 1998 - 2000
Wells Fargo Private Bank 1989 - 1998
Skills
Wealth Management, Investments, Investment Strategies, Financial Services, Securities, Series 63, Asset Allocation, Portfolio Management, Alternative Investments, Asset Managment, Investment Management, Series 7, Investment Advisory, Mutual Funds, Private Banking, Strategic Financial..., Wealth Management..., High Net Worth..., Retirement Planning, Wealth
Education
Arizona State University 1984 — 1988
B.S., Journalism & Public Relations
Wells Fargo Private Bank May 2005 - Present
U.S. Trust Company 2000 - 2005
California Bank & Trust 1998 - 2000
Wells Fargo Private Bank 1989 - 1998
Skills
Wealth Management, Investments, Investment Strategies, Financial Services, Securities, Series 63, Asset Allocation, Portfolio Management, Alternative Investments, Asset Managment, Investment Management, Series 7, Investment Advisory, Mutual Funds, Private Banking, Strategic Financial..., Wealth Management..., High Net Worth..., Retirement Planning, Wealth
Education
Arizona State University 1984 — 1988
B.S., Journalism & Public Relations
Kimberly (Cameron) Cappellano Kimberly (Cameron) Cappellano's Wells Fargo Private Bank Experience January 2007 - May 2010
Job Fiduciary Advisory Specialist, Vice President, CTFA
Industry Banking
Experience
Wells Fargo June 2010 - Present
Wells Fargo Private Bank January 2007 - May 2010
Key Bank 2005 - 2006
Skills
Banking, Wealth Management, Credit, Loans, Portfolio Management, Project Management, Credit Analysis, Mortgage Lending, Commercial Banking, Series 7, Financial Advisory, Financial Planning, Retirement Planning
Education
University of Notre Dame - Mendoza College of Business 2015 — 2017
Master’s Degree, Non-Profit/Public/Organizational Management
Creighton University 2007 — 2008
Masters, Business Administration
Wells Fargo June 2010 - Present
Wells Fargo Private Bank January 2007 - May 2010
Key Bank 2005 - 2006
Skills
Banking, Wealth Management, Credit, Loans, Portfolio Management, Project Management, Credit Analysis, Mortgage Lending, Commercial Banking, Series 7, Financial Advisory, Financial Planning, Retirement Planning
Education
University of Notre Dame - Mendoza College of Business 2015 — 2017
Master’s Degree, Non-Profit/Public/Organizational Management
Creighton University 2007 — 2008
Masters, Business Administration
Dennis Clapp's Wells Fargo Private Bank Experience September 2008 - Present
Job Vice President, Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo Private Bank September 2008 - Present
Wells Fargo January 2012 - June 2013
Wasserman Capital, LLC February 2008 - September 2008
SST, Inc April 2005 - December 2007
Skills
Trading, Bonds, Banking, Commercial Lending, Stocks, Series 7, Series 63, Uniform Combined State..., Investments, Wealth Management, Equities, Portfolio Management, Credit, Finance, Financial Modeling, Private Banking, Loans, Consumer Lending, Mortgage Lending, Credit Analysis, Commercial Banking, Small Business Lending, Treasury Management, Loan Origination, Securities, Asset Management, Mutual Funds, Relationship Management, Investment Advisory, Strategic Financial..., Cash Management
Education
Boston University 2014 — 2015
Certificate of Financial Planning, Financial Planning and Services
Loyola Marymount University, College of Business Administration 2007 — 2009
MBA, Finance
Loyola Marymount University, College of Business Administration 2000 — 2003
BA, Marketing
Wells Fargo Private Bank September 2008 - Present
Wells Fargo January 2012 - June 2013
Wasserman Capital, LLC February 2008 - September 2008
SST, Inc April 2005 - December 2007
Skills
Trading, Bonds, Banking, Commercial Lending, Stocks, Series 7, Series 63, Uniform Combined State..., Investments, Wealth Management, Equities, Portfolio Management, Credit, Finance, Financial Modeling, Private Banking, Loans, Consumer Lending, Mortgage Lending, Credit Analysis, Commercial Banking, Small Business Lending, Treasury Management, Loan Origination, Securities, Asset Management, Mutual Funds, Relationship Management, Investment Advisory, Strategic Financial..., Cash Management
Education
Boston University 2014 — 2015
Certificate of Financial Planning, Financial Planning and Services
Loyola Marymount University, College of Business Administration 2007 — 2009
MBA, Finance
Loyola Marymount University, College of Business Administration 2000 — 2003
BA, Marketing
Tory Sherman, CFP® Tory Sherman, CFP®'s Wells Fargo Private Bank Experience December 2013 - Present
Job Regional Director at Wells Fargo Private Bank Mid South Region
Industry Financial Services
Experience
Wells Fargo Private Bank December 2013 - Present
Wells Fargo Private Bank February 2002 - December 2013
Skills
Mutual Funds, Credit Analysis, Series 63, Estate Planning, Small Business Lending, Mortgage Lending, Commercial Banking, Wealth Management..., Investment Management, Private Banking, Equities, Fixed Income, Securities, Financial Advisory, Financial Analysis
Education
California State University, Fresno 1992 — 1996
BS - Business Administration, Finance
Wells Fargo Private Bank December 2013 - Present
Wells Fargo Private Bank February 2002 - December 2013
Skills
Mutual Funds, Credit Analysis, Series 63, Estate Planning, Small Business Lending, Mortgage Lending, Commercial Banking, Wealth Management..., Investment Management, Private Banking, Equities, Fixed Income, Securities, Financial Advisory, Financial Analysis
Education
California State University, Fresno 1992 — 1996
BS - Business Administration, Finance
Kenneth Lako Kenneth Lako's Wells Fargo Private Bank Experience June 2008 - June 2011
Job Sr. Director of Investments & Fiduciary Services Southeast Region
Industry Banking
Experience
Wells Fargo June 2011 - Present
Wells Fargo Private Bank June 2008 - June 2011
Skills
Wealth Management, Investments, Investment Advisory, Wealth Management..., Portfolio Management, Private Banking, Asset Management, Asset Allocation, Banking, Loans, Strategic Financial..., Mutual Funds, Estate Planning, Financial Services, Retirement Planning, Financial Planning, Risk Management, Financial Risk..., Operational Risk..., Sales Management, Sales Process
Education
Arizona State University
BS, Economics
Western State University College of Law
JD, Law
Wells Fargo June 2011 - Present
Wells Fargo Private Bank June 2008 - June 2011
Skills
Wealth Management, Investments, Investment Advisory, Wealth Management..., Portfolio Management, Private Banking, Asset Management, Asset Allocation, Banking, Loans, Strategic Financial..., Mutual Funds, Estate Planning, Financial Services, Retirement Planning, Financial Planning, Risk Management, Financial Risk..., Operational Risk..., Sales Management, Sales Process
Education
Arizona State University
BS, Economics
Western State University College of Law
JD, Law
Michelle Mahoney Michelle Mahoney's Wells Fargo Private Bank Experience September 1995 - May 2009
Job Owner, Generations Wealth Management
Industry Financial Services
Experience
Generations Wealth Management October 2009 - Present
Wells Fargo Private Bank September 1995 - May 2009
Deutsche Bank North America January 1989 - April 1995
GE Client Business Services June 1987 - January 1989
Education
Iowa State University - College of Business 1983 — 1987
BBA, Finance
College for Financial Planning 1992 — 1994
CFP®
Ogden High School, Ogden, IA 1979 — 1983
Generations Wealth Management October 2009 - Present
Wells Fargo Private Bank September 1995 - May 2009
Deutsche Bank North America January 1989 - April 1995
GE Client Business Services June 1987 - January 1989
Education
Iowa State University - College of Business 1983 — 1987
BBA, Finance
College for Financial Planning 1992 — 1994
CFP®
Ogden High School, Ogden, IA 1979 — 1983
Lonnie Whitehead, CFP®'s Wells Fargo Private Bank Experience March 2011 - Present
Job Vice President Wealth Planner at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank March 2011 - Present
Wells Fargo Private Bank July 2007 - February 2011
Bank of America May 2006 - August 2006
Bank of America May 2005 - August 2005
Skills
High Net Worth..., Comprehensive Planning, Strategic Financial..., Retirement Planning, Executive Compensation..., Business Owner Planning, Estate Planning, Wealth Preservation..., Charitable Gift Planning, Investments, Asset Allocation, Trust Management, Wealth Management, Personal Financial..., Business Succession..., Personal Budgeting, Personal Finance, Holistic Financial..., Multi-generational..., Estate Tax Planning, Microsoft Excel, Employee Stock Options, Private Bank, Wealth Management..., Succession Planning
Education
Campbell University 2006 — 2007
Master of Business Administration (M.B.A.), Finance
Campbell University 2002 — 2007
Bachelor of Business Administration (B.B.A.), Trust and Wealth Management, Minor in Financial Planning
Wells Fargo Private Bank March 2011 - Present
Wells Fargo Private Bank July 2007 - February 2011
Bank of America May 2006 - August 2006
Bank of America May 2005 - August 2005
Skills
High Net Worth..., Comprehensive Planning, Strategic Financial..., Retirement Planning, Executive Compensation..., Business Owner Planning, Estate Planning, Wealth Preservation..., Charitable Gift Planning, Investments, Asset Allocation, Trust Management, Wealth Management, Personal Financial..., Business Succession..., Personal Budgeting, Personal Finance, Holistic Financial..., Multi-generational..., Estate Tax Planning, Microsoft Excel, Employee Stock Options, Private Bank, Wealth Management..., Succession Planning
Education
Campbell University 2006 — 2007
Master of Business Administration (M.B.A.), Finance
Campbell University 2002 — 2007
Bachelor of Business Administration (B.B.A.), Trust and Wealth Management, Minor in Financial Planning
Jan-Peter Breugelmans Jan-Peter Breugelmans's Wells Fargo Private Bank Experience June 2014 - Present
Job Wealth Advisor at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank June 2014 - Present
J.P. Morgan Private Bank September 2012 - June 2014
JPMorgan Chase December 2009 - September 2012
KE / LE October 1998 - December 2009
Prebon Yamane City October 1995 - October 1998
Arthur Andersen April 1994 - October 1995
Skills
Real Estate Development, Asset Managment, Business Development, Property, Construction Management, Real Estate, Real Estate Economics, Due Diligence, Investment Properties, Property Management, Investments, Negotiation, Valuation, Commercial Real Estate, Real Estate Transactions, Disposition, Contract Negotiation, Strategic Planning, Financial Analysis, Investors, Management Consulting, Asset Management, Risk Management, Finance, Banking, Credit, Portfolio Management, Financial Services, Mutual Funds, Wealth Management, Strategy, Funding, Investment Management, Financial Modeling, Corporate Finance, Mergers & Acquisitions
Education
Ecole Polytechique De Commerce / ISEA ITL, Paris, France 1993 — 1994
Master's Degree, Finance, Minors in Accounting & Law
Ecole Polytechique De Commerce / ISEA ITL, Paris, France 1992 — 1993
Bachelor's Degree, Finance, Accounting and Law
EDC Paris Business School 1989 — 1992
BTS, International Business/Trade/Commerce
Dulwich College 1980 — 1987
Wells Fargo Private Bank June 2014 - Present
J.P. Morgan Private Bank September 2012 - June 2014
JPMorgan Chase December 2009 - September 2012
KE / LE October 1998 - December 2009
Prebon Yamane City October 1995 - October 1998
Arthur Andersen April 1994 - October 1995
Skills
Real Estate Development, Asset Managment, Business Development, Property, Construction Management, Real Estate, Real Estate Economics, Due Diligence, Investment Properties, Property Management, Investments, Negotiation, Valuation, Commercial Real Estate, Real Estate Transactions, Disposition, Contract Negotiation, Strategic Planning, Financial Analysis, Investors, Management Consulting, Asset Management, Risk Management, Finance, Banking, Credit, Portfolio Management, Financial Services, Mutual Funds, Wealth Management, Strategy, Funding, Investment Management, Financial Modeling, Corporate Finance, Mergers & Acquisitions
Education
Ecole Polytechique De Commerce / ISEA ITL, Paris, France 1993 — 1994
Master's Degree, Finance, Minors in Accounting & Law
Ecole Polytechique De Commerce / ISEA ITL, Paris, France 1992 — 1993
Bachelor's Degree, Finance, Accounting and Law
EDC Paris Business School 1989 — 1992
BTS, International Business/Trade/Commerce
Dulwich College 1980 — 1987
Anthony J. Graham, CMC, CRMS, CMP's Wells Fargo Private Bank Experience September 2014 - Present
Job Private Mortgage Banker at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank September 2014 - Present
Graham Mortgage Services & Consulting July 2009 - Present
American Portfolio Mortgage Corporation March 2013 - August 2014
All Western Mortgage, Inc. August 2010 - March 2013
Liberty Mortgage Group, Inc. February 2002 - July 2009
Silverleaf Bank, FSB (De Novo) November 2007 - May 2009
Legacy Financial & Insurance Center, Inc January 1999 - February 2002
First Colony Mortgage Corporation March 1996 - February 1999
Washington Mutual, FSB April 1995 - March 1996
Academy Mortgage Corporation December 1992 - April 1995
Skills
Mortgage Lending, Loans, Mortgage Banking, Refinance, Credit, Construction Loans, Banking, FHA, Investment Properties, Real Estate, Investors, Sellers, Finance, Commercial Real Estate, HUD, Mergers, First Time Home Buyers, Investments, Loan Origination, Financial Structuring, Foreclosures, REO, Short Sales, Mortgage Marketing, Management, Residential Homes, VA loans, Condos, Real Estate Transactions, Referrals, Residential Mortgages, USDA, New Home Sales, Real Estate Financing, FHA financing, Certified Mortgage..., Relocation, Single Family Homes, Negotiation, Property, Real Estate Economics, Mortgage Underwriting, Portfolio Management, Reverse Mortgages, Underwriting, Funding, Government Loans, Executive Management, Sales, Selling
Education
Southern Utah University 2014 — 2016
Master of Business Administration (M.B.A.), & Master of Accounting (MAcc)
Southern Utah University 2012 — 2014
Bachelor's Degree, Accounting and Business/Management, Magna Cum Laude
Dixie State University 1991 — 2012
Associate's Degree, Business Administration and Management, General, Graduated High Honors
Wells Fargo Private Bank September 2014 - Present
Graham Mortgage Services & Consulting July 2009 - Present
American Portfolio Mortgage Corporation March 2013 - August 2014
All Western Mortgage, Inc. August 2010 - March 2013
Liberty Mortgage Group, Inc. February 2002 - July 2009
Silverleaf Bank, FSB (De Novo) November 2007 - May 2009
Legacy Financial & Insurance Center, Inc January 1999 - February 2002
First Colony Mortgage Corporation March 1996 - February 1999
Washington Mutual, FSB April 1995 - March 1996
Academy Mortgage Corporation December 1992 - April 1995
Skills
Mortgage Lending, Loans, Mortgage Banking, Refinance, Credit, Construction Loans, Banking, FHA, Investment Properties, Real Estate, Investors, Sellers, Finance, Commercial Real Estate, HUD, Mergers, First Time Home Buyers, Investments, Loan Origination, Financial Structuring, Foreclosures, REO, Short Sales, Mortgage Marketing, Management, Residential Homes, VA loans, Condos, Real Estate Transactions, Referrals, Residential Mortgages, USDA, New Home Sales, Real Estate Financing, FHA financing, Certified Mortgage..., Relocation, Single Family Homes, Negotiation, Property, Real Estate Economics, Mortgage Underwriting, Portfolio Management, Reverse Mortgages, Underwriting, Funding, Government Loans, Executive Management, Sales, Selling
Education
Southern Utah University 2014 — 2016
Master of Business Administration (M.B.A.), & Master of Accounting (MAcc)
Southern Utah University 2012 — 2014
Bachelor's Degree, Accounting and Business/Management, Magna Cum Laude
Dixie State University 1991 — 2012
Associate's Degree, Business Administration and Management, General, Graduated High Honors
Richard H. Schuller, CFP® Richard H. Schuller, CFP®'s Wells Fargo Private Bank Experience June 2011 - Present
Job Wealth Advisor and Senior Vice President at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank June 2011 - Present
Boca Raton Regional Hospital Foundation, Inc. March 2012 - Present
BNY Mellon May 2008 - June 2011
Credit Suisse December 2006 - May 2008
Bank of America June 1987 - December 2006
Skills
Certified Financial..., Portfolio Management, Mutual Funds, Investment Advisory, Investment Management, Alternative Investments, Asset Allocation, Asset Managment, Securities, Equities, Fixed Income, Wealth Management..., Strategic Financial...
Education
Georgia State University 1985 — 1987
Master of Business Administration (MBA), Finance
Armstrong State University
Bachelor of Business Administration (B.B.A.), Accounting
Armstrong State University
Bachelor of Science (B.S.)
Wells Fargo Private Bank June 2011 - Present
Boca Raton Regional Hospital Foundation, Inc. March 2012 - Present
BNY Mellon May 2008 - June 2011
Credit Suisse December 2006 - May 2008
Bank of America June 1987 - December 2006
Skills
Certified Financial..., Portfolio Management, Mutual Funds, Investment Advisory, Investment Management, Alternative Investments, Asset Allocation, Asset Managment, Securities, Equities, Fixed Income, Wealth Management..., Strategic Financial...
Education
Georgia State University 1985 — 1987
Master of Business Administration (MBA), Finance
Armstrong State University
Bachelor of Business Administration (B.B.A.), Accounting
Armstrong State University
Bachelor of Science (B.S.)
Tim Mcginnis, CWS, CRC, EA Tim Mcginnis, CWS, CRC, EA's Wells Fargo Private Bank Experience August 2014 - Present
Job Vice President & Fiduciary Advisory Specalist at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank August 2014 - Present
Skills
Financial Planning, Investments, Insurance, Tax, Annuities, Retirement Planning, Fixed Annuities, Strategic Financial..., Wealth Management..., Small Business, Public Speaking, Life Insurance, Estate Tax Planning, Business Planning, Deferred Compensation, Non-Qualified Deferred..., Leadership, Marketing, Strategic Planning, Risk Management, Strategy, Retirement, Finance, Banking, Sales, Management, Financial Advisory, Wealth Management, Coaching, Budgets
Education
IRS Education 2009 — 2010
Enrolled Agent
California State University-Sacramento 2001 — 2003
Bachelor of Arts
Wells Fargo Private Bank August 2014 - Present
Skills
Financial Planning, Investments, Insurance, Tax, Annuities, Retirement Planning, Fixed Annuities, Strategic Financial..., Wealth Management..., Small Business, Public Speaking, Life Insurance, Estate Tax Planning, Business Planning, Deferred Compensation, Non-Qualified Deferred..., Leadership, Marketing, Strategic Planning, Risk Management, Strategy, Retirement, Finance, Banking, Sales, Management, Financial Advisory, Wealth Management, Coaching, Budgets
Education
IRS Education 2009 — 2010
Enrolled Agent
California State University-Sacramento 2001 — 2003
Bachelor of Arts
Lee P Ward Lee P Ward's Wells Fargo Private Bank Experience May 2013 - Present
Job Wealth Advisor Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank May 2013 - Present
J.P. Morgan March 2011 - May 2013
Skills
Wealth Management, Retirement Planning, Series 7, Investments, Portfolio Management, Strategic Financial..., Mutual Funds, Asset Allocation, Investment Advisory, Retirement, Series 63, Series 65, Group 1, Chartered Financial...
Education
Texas Christian University 2000 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General
Baylor University 1998 — 2000
Wells Fargo Private Bank May 2013 - Present
J.P. Morgan March 2011 - May 2013
Skills
Wealth Management, Retirement Planning, Series 7, Investments, Portfolio Management, Strategic Financial..., Mutual Funds, Asset Allocation, Investment Advisory, Retirement, Series 63, Series 65, Group 1, Chartered Financial...
Education
Texas Christian University 2000 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General
Baylor University 1998 — 2000
Aly Archuleta Aly Archuleta's Wells Fargo Private Bank Experience August 2007 - May 2010
Job Sales Support
Industry Wholesale
Experience
Global Supply LLC February 2014 - Present
PC Wholesale August 2013 - February 2014
LELOi AB January 2013 - July 2013
New Look Institute August 2010 - January 2013
Wells Fargo Private Bank August 2007 - May 2010
Stratford School September 2004 - August 2007
Action Day Nurseries/Primary Plus July 2000 - September 2004
Skills
Microsoft Office, Customer Service, Public Speaking, Event Planning, Leadership, Microsoft Excel, Social Networking, Microsoft Word, Social Media, Team Building, Teaching, Office Management, Management, Marketing, Training, Social Media Marketing, Sales
Education
De Anza College
Psychology, Education, Ethics
San Jose City College
Childhood Education, Adult Supervision
West Valley College
Business Admin, Education
Global Supply LLC February 2014 - Present
PC Wholesale August 2013 - February 2014
LELOi AB January 2013 - July 2013
New Look Institute August 2010 - January 2013
Wells Fargo Private Bank August 2007 - May 2010
Stratford School September 2004 - August 2007
Action Day Nurseries/Primary Plus July 2000 - September 2004
Skills
Microsoft Office, Customer Service, Public Speaking, Event Planning, Leadership, Microsoft Excel, Social Networking, Microsoft Word, Social Media, Team Building, Teaching, Office Management, Management, Marketing, Training, Social Media Marketing, Sales
Education
De Anza College
Psychology, Education, Ethics
San Jose City College
Childhood Education, Adult Supervision
West Valley College
Business Admin, Education
Barbara Horciza Barbara Horciza's Wells Fargo Private Bank Experience March 2005 - Present
Job Business Initiatives Manager
Industry Financial Services
Experience
Wells Fargo Private Bank March 2005 - Present
Wells Fargo Wealth Management March 2005 - August 2006
Charles Schwab & Co July 1999 - March 2005
Fellows Placement Executive Search October 1998 - June 1999
Royal Palms Resort January 1998 - October 1998
Skills
Analytics, Marketing Strategy, Business Development, Strategy, Leadership, Sales Operations, Marketing, Sales Management, Project Management, Private Banking, Wealth Management..., Business Strategy, Strategic Planning, Training
Education
Arizona State University
BA, Sociology, Minor, Psychology
UC Berkeley
Certicicate in Marketing
Wells Fargo Private Bank March 2005 - Present
Wells Fargo Wealth Management March 2005 - August 2006
Charles Schwab & Co July 1999 - March 2005
Fellows Placement Executive Search October 1998 - June 1999
Royal Palms Resort January 1998 - October 1998
Skills
Analytics, Marketing Strategy, Business Development, Strategy, Leadership, Sales Operations, Marketing, Sales Management, Project Management, Private Banking, Wealth Management..., Business Strategy, Strategic Planning, Training
Education
Arizona State University
BA, Sociology, Minor, Psychology
UC Berkeley
Certicicate in Marketing
Barbara C. Attardo, CFP(R), AEP(R)'s Wells Fargo Private Bank Experience August 2008 - August 2011
Job Partner, Senior Client Advisor at Daintree Advisors LLC
Industry Investment Management
Experience
Daintree Advisors LLC August 2011 - Present
Wells Fargo Private Bank August 2008 - August 2011
Tofias PC August 1991 - July 2008
Education
Boston University 1991 — 1993
Financial Planning Diploma
Boston College 1973 — 1977
BA, Mathematics
Daintree Advisors LLC August 2011 - Present
Wells Fargo Private Bank August 2008 - August 2011
Tofias PC August 1991 - July 2008
Education
Boston University 1991 — 1993
Financial Planning Diploma
Boston College 1973 — 1977
BA, Mathematics
Robert DeVaux, CFP® Robert DeVaux, CFP®'s Wells Fargo Private Bank Experience June 2013 - Present
Job Private Banker, VP
Industry Banking
Experience
Wells Fargo Private Bank June 2013 - Present
Wells Fargo Bank January 2010 - Present
Wachovia Bank N.A. January 2008 - December 2009
Wachovia Bank 2005 - 2007
Skills
Investments, Series 7, Retirement Planning, Banking, Small Business Lending, Private Banking, Loans, Wealth Management, Credit, High Net Worth..., Mortgage, Cash Management, Lines Of Credit, Custom Credit, Credit Risk, Balance Sheet Review, Series 66, Private Foundations, Holistic Financial...
Education
Clemson University - College of Business and Behavioral Science 1999 — 2003
BS Management, Business Management, Economics
Oglethorpe University 2013 — 2014
Certified Financial Planner
Wells Fargo Private Bank June 2013 - Present
Wells Fargo Bank January 2010 - Present
Wachovia Bank N.A. January 2008 - December 2009
Wachovia Bank 2005 - 2007
Skills
Investments, Series 7, Retirement Planning, Banking, Small Business Lending, Private Banking, Loans, Wealth Management, Credit, High Net Worth..., Mortgage, Cash Management, Lines Of Credit, Custom Credit, Credit Risk, Balance Sheet Review, Series 66, Private Foundations, Holistic Financial...
Education
Clemson University - College of Business and Behavioral Science 1999 — 2003
BS Management, Business Management, Economics
Oglethorpe University 2013 — 2014
Certified Financial Planner
Candace Ronan Candace Ronan's Wells Fargo Private Bank Experience September 1998 - December 2011
Job Global Equity Portfolio Manager at CalSTRS
Industry Investment Management
Experience
CalSTRS October 2013 - Present
Manchester Capital Management, LLC December 2011 - September 2013
Wells Fargo Private Bank September 1998 - December 2011
Skills
Asset Allocation, Portfolio Management, Equities, Investments, Asset Management, Investment Management, Investment Strategies, Financial Analysis, Mutual Funds
Education
California State University-Sacramento 1983 — 2008
Bachelor of Arts, Economics
CalSTRS October 2013 - Present
Manchester Capital Management, LLC December 2011 - September 2013
Wells Fargo Private Bank September 1998 - December 2011
Skills
Asset Allocation, Portfolio Management, Equities, Investments, Asset Management, Investment Management, Investment Strategies, Financial Analysis, Mutual Funds
Education
California State University-Sacramento 1983 — 2008
Bachelor of Arts, Economics
Monica Makonnen Monica Makonnen's Wells Fargo Private Bank Experience November 2002 - Present
Job Private Client Associate at Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo Private Bank November 2002 - Present
Skills
Portfolio Management, Wealth Management, Asset Allocation, Banking, Commercial Banking, Credit, Credit Analysis, Loans, Private Banking, Retail Banking, Consumer Lending, Series 7, Investment Advisory, Small Business Lending, Investments, Financial Analysis
Education
California State University-Dominguez Hills
Business Marketing
Wells Fargo Private Bank November 2002 - Present
Skills
Portfolio Management, Wealth Management, Asset Allocation, Banking, Commercial Banking, Credit, Credit Analysis, Loans, Private Banking, Retail Banking, Consumer Lending, Series 7, Investment Advisory, Small Business Lending, Investments, Financial Analysis
Education
California State University-Dominguez Hills
Business Marketing
Dave Isaacson Dave Isaacson's Wells Fargo Private Bank Experience May 2014 - Present
Job Senior Investment Strategist at Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo Private Bank May 2014 - Present
Wells Fargo Private Bank May 2010 - Present
US Trust September 2009 - May 2010
U.S. Bank 1993 - September 2009
Windermere Investment Associates 1996 - 1997
Skills
Wealth Management, Portfolio Management, Asset Management, Equities, Asset Allocation, Hedge Funds, Alternative Investments, Public Speaking, Asset Managment
Education
Andersen University 2007 — 2008
Masters, Business Administration
Bob Jones University 1988 — 1992
BS, Finance
Wells Fargo Private Bank May 2014 - Present
Wells Fargo Private Bank May 2010 - Present
US Trust September 2009 - May 2010
U.S. Bank 1993 - September 2009
Windermere Investment Associates 1996 - 1997
Skills
Wealth Management, Portfolio Management, Asset Management, Equities, Asset Allocation, Hedge Funds, Alternative Investments, Public Speaking, Asset Managment
Education
Andersen University 2007 — 2008
Masters, Business Administration
Bob Jones University 1988 — 1992
BS, Finance
Steven Huntsinger, CFA Steven Huntsinger, CFA's Wells Fargo Private Bank Experience November 1999 - May 2004
Job Senior Vice President, Senior Portfolio Manager at First American Trust, FSB
Industry Financial Services
Experience
First American Trust, FSB May 2004 - Present
Wells Fargo Private Bank November 1999 - May 2004
First American Trust, FSB September 1995 - November 1999
Analytic Investors November 1983 - July 1995
Skills
High Net Worth..., Asset Management, Portfolio Management, Asset Allocation, Investment Strategies, Fixed Income, Equities, Investments, Retirement Planning, Mutual Funds, Retirement, Derivatives, Financial Advisory, Retirement Income..., Investment Advisory, Bonds, Financial Markets, Pensions, Bloomberg, Wealth Management
Education
California State University-Long Beach - College of Business Administration 1985 — 1987
Master of Business Administration (MBA), Finance
California State University-Long Beach - College of Business Administration 1980 — 1983
BS, Business Administration- Investments and Real Estate
First American Trust, FSB May 2004 - Present
Wells Fargo Private Bank November 1999 - May 2004
First American Trust, FSB September 1995 - November 1999
Analytic Investors November 1983 - July 1995
Skills
High Net Worth..., Asset Management, Portfolio Management, Asset Allocation, Investment Strategies, Fixed Income, Equities, Investments, Retirement Planning, Mutual Funds, Retirement, Derivatives, Financial Advisory, Retirement Income..., Investment Advisory, Bonds, Financial Markets, Pensions, Bloomberg, Wealth Management
Education
California State University-Long Beach - College of Business Administration 1985 — 1987
Master of Business Administration (MBA), Finance
California State University-Long Beach - College of Business Administration 1980 — 1983
BS, Business Administration- Investments and Real Estate
Anthony Kapp Anthony Kapp's Wells Fargo Private Bank Experience November 2003 - Present
Job Private Mortgage Banker at Wells Fargo Private Bank NMLSR 418952
Industry Financial Services
Experience
Wells Fargo Private Bank November 2003 - Present
Scudder Investments April 2000 - May 2003
Citi August 1997 - April 2000
Skills
Finance, Credit Analysis, Real Estate Lending, Mortgage Banking, Mortgage Underwriting, Tax Analysis, Relationship Management, Negotiation, Customer Relations, Relationship Building, Accounting, Cross Selling, Mentoring, Advising People, Customer Experience
Education
College for Financial Planning 2001 — 2003
Chartered Mutual Fund Counselor (CMFC)
Northern Illinois University - College of Business 1985 — 1990
Bachelor of Science (BS), Finance
Wells Fargo Private Bank November 2003 - Present
Scudder Investments April 2000 - May 2003
Citi August 1997 - April 2000
Skills
Finance, Credit Analysis, Real Estate Lending, Mortgage Banking, Mortgage Underwriting, Tax Analysis, Relationship Management, Negotiation, Customer Relations, Relationship Building, Accounting, Cross Selling, Mentoring, Advising People, Customer Experience
Education
College for Financial Planning 2001 — 2003
Chartered Mutual Fund Counselor (CMFC)
Northern Illinois University - College of Business 1985 — 1990
Bachelor of Science (BS), Finance
Pam Ellison Pam Ellison's Wells Fargo Private Bank Experience August 2012 - Present
Job Senior Vice President,Wealth Advisor at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank August 2012 - Present
US Trust January 1997 - August 2012
Bank of America June 1991 - January 1997
Wells Fargo June 1989 - June 1991
Skills
A.A.M.S., Acredited Asset..., Investment Advisory, Asset Allocation, Life Insurance, Wealth Management, Wealth, Portfolio Management, Investment Strategies, Estate Planning, Wealth Management..., Investment Management, High Net Worth..., Alternative Investments, Series 7, Retirement Planning, Mutual Funds, Investments
Education
Columbia University - Columbia Business School
M.B.A., Finance and Marketing
University of Washington, Michael G. Foster School of Business
B.A.B.A., Accounting and Economics
Wells Fargo Private Bank August 2012 - Present
US Trust January 1997 - August 2012
Bank of America June 1991 - January 1997
Wells Fargo June 1989 - June 1991
Skills
A.A.M.S., Acredited Asset..., Investment Advisory, Asset Allocation, Life Insurance, Wealth Management, Wealth, Portfolio Management, Investment Strategies, Estate Planning, Wealth Management..., Investment Management, High Net Worth..., Alternative Investments, Series 7, Retirement Planning, Mutual Funds, Investments
Education
Columbia University - Columbia Business School
M.B.A., Finance and Marketing
University of Washington, Michael G. Foster School of Business
B.A.B.A., Accounting and Economics
David Spence David Spence's Wells Fargo Private Bank Experience September 2003 - May 2009
Job Attorney at Law, Royse Law Firm, P.C.
Industry Law Practice
Experience
Royse Law Firm June 2009 - Present
San Jose State University, Lucas Graduate School of Business, MST Program April 2011 - Present
Wells Fargo Private Bank September 2003 - May 2009
Kramer Radin LLP January 1999 - August 2003
Deloitte & Touche April 1996 - January 1999
Berliner Cohen April 1995 - April 1996
Moerschbaecher & Dryburgh January 1994 - January 1995
Ferrari Alvarez Olsen & Ottoboni April 1991 - January 1994
KPMG April 1986 - August 1988
Skills
Estate Planning, Trusts, Tax Law, Planned Giving, Asset Protection, Succession Planning, Estate Tax Planning, Wills, Estate Administration, Living Trusts, International Tax, Public Speaking, Charitable Trusts, Probate, International Wealth..., Tax, Corporate Law, Wealth Management..., High Net Worth..., Wealth, Conservatorships, Private Equity, Wealth Management, Corporate Governance, Venture Capital, Estate Law, Financial Advisory, Powers of Attorney, Trust, Mergers & Acquisitions, Legal Writing, CPA, Finance, Legal Research
Education
Brigham Young University—J. Reuben Clark Law School 1988 — 1991
JD
Brigham Young University 1984 — 1986
M.Acc., Taxation
Brigham Young University 1982 — 1986
B.S., Accounting
Royse Law Firm June 2009 - Present
San Jose State University, Lucas Graduate School of Business, MST Program April 2011 - Present
Wells Fargo Private Bank September 2003 - May 2009
Kramer Radin LLP January 1999 - August 2003
Deloitte & Touche April 1996 - January 1999
Berliner Cohen April 1995 - April 1996
Moerschbaecher & Dryburgh January 1994 - January 1995
Ferrari Alvarez Olsen & Ottoboni April 1991 - January 1994
KPMG April 1986 - August 1988
Skills
Estate Planning, Trusts, Tax Law, Planned Giving, Asset Protection, Succession Planning, Estate Tax Planning, Wills, Estate Administration, Living Trusts, International Tax, Public Speaking, Charitable Trusts, Probate, International Wealth..., Tax, Corporate Law, Wealth Management..., High Net Worth..., Wealth, Conservatorships, Private Equity, Wealth Management, Corporate Governance, Venture Capital, Estate Law, Financial Advisory, Powers of Attorney, Trust, Mergers & Acquisitions, Legal Writing, CPA, Finance, Legal Research
Education
Brigham Young University—J. Reuben Clark Law School 1988 — 1991
JD
Brigham Young University 1984 — 1986
M.Acc., Taxation
Brigham Young University 1982 — 1986
B.S., Accounting
Diane Quinn's Wells Fargo Private Bank Experience November 2009 - December 2010
Job Bryn Mawr Trust Company
Industry Financial Services
Experience
Bryn Mawr Trust May 2015 - Present
The Bryn Mawr Trust Company November 2013 - April 2015
The Bryn Mawr Trust Company May 2012 - November 2013
Wells Fargo Private Bank November 2009 - December 2010
Wachovia Trust March 2004 - October 2009
Wachovia Wealth Management Marketing November 2002 - April 2003
Wachovia Securities January 2000 - April 2003
First Union Capital Markets Global Banking Operations July 1998 - July 1999
CoreStates Bank NA July 1995 - July 1998
CoreStates Bank N.A. May 1994 - July 1995
Skills
Microsoft Office, Word, Excel, PowerPoint, Supervisory Skills, Wealth Management, Trust Services, Administration, Asset Management, Banking, Securities, Portfolio Management, Investments, Customer Relations, Private Banking, Capital Markets, Investment Banking, Compliance, Corporate Finance, Customer Service, Reconciliation, Client Services, Operations, Data Entry, Cashiering, Sales Support, Administrative Support, Reverse Logistics, Logistics, Office Relocation, Elder Care, Community Outreach, Community Relations, Community Organizing, Office Administration, General Office Duties, Filing, Phone Skills, Client Retention, Retail Management, Customer Retention, Credit, Financial Services, Microsoft Excel, Relationship Management, Mortgage Lending, Microsoft Word, Administrative..., Office Management, Loans
Education
Pierce College, 1996 — 1998
Associates Degree, Business
First University
Managerial
Community College of Philadelphia 1995 — 1996
Associate of Science (A.S.), Microsoft Windows/Office
St. Maria Goretti 1976 — 1980
High School, General
Bryn Mawr Trust May 2015 - Present
The Bryn Mawr Trust Company November 2013 - April 2015
The Bryn Mawr Trust Company May 2012 - November 2013
Wells Fargo Private Bank November 2009 - December 2010
Wachovia Trust March 2004 - October 2009
Wachovia Wealth Management Marketing November 2002 - April 2003
Wachovia Securities January 2000 - April 2003
First Union Capital Markets Global Banking Operations July 1998 - July 1999
CoreStates Bank NA July 1995 - July 1998
CoreStates Bank N.A. May 1994 - July 1995
Skills
Microsoft Office, Word, Excel, PowerPoint, Supervisory Skills, Wealth Management, Trust Services, Administration, Asset Management, Banking, Securities, Portfolio Management, Investments, Customer Relations, Private Banking, Capital Markets, Investment Banking, Compliance, Corporate Finance, Customer Service, Reconciliation, Client Services, Operations, Data Entry, Cashiering, Sales Support, Administrative Support, Reverse Logistics, Logistics, Office Relocation, Elder Care, Community Outreach, Community Relations, Community Organizing, Office Administration, General Office Duties, Filing, Phone Skills, Client Retention, Retail Management, Customer Retention, Credit, Financial Services, Microsoft Excel, Relationship Management, Mortgage Lending, Microsoft Word, Administrative..., Office Management, Loans
Education
Pierce College, 1996 — 1998
Associates Degree, Business
First University
Managerial
Community College of Philadelphia 1995 — 1996
Associate of Science (A.S.), Microsoft Windows/Office
St. Maria Goretti 1976 — 1980
High School, General
Lisa Goudy Lisa Goudy's Wells Fargo Private Bank Experience November 2006 - November 2011
Job Managing Partner at Carriage Services
Industry Events Services
Experience
Carriage Services February 2015 - Present
Carriage Services July 2013 - Present
Cochrane & Wagemann Funeral Directors October 2012 - July 2013
East Lawn Memorial Parks & Mortuaries May 2012 - November 2012
Wells Fargo Private Bank November 2006 - November 2011
Shepard Johnson Properties 2003 - 2006
Midas International April 1991 - November 1997
Skills
Leadership, Team Building, Customer Satisfaction, Process Improvement, Team Leadership, Training, Management, Budgets, Project Management, Program Management, Leadership Development, Microsoft Office
Education
American River College 2011 — 2013
Associate of Science (A.S.), Funeral Service Education
Hope International University 1995 — 1997
BS, Organizational Management
Carriage Services February 2015 - Present
Carriage Services July 2013 - Present
Cochrane & Wagemann Funeral Directors October 2012 - July 2013
East Lawn Memorial Parks & Mortuaries May 2012 - November 2012
Wells Fargo Private Bank November 2006 - November 2011
Shepard Johnson Properties 2003 - 2006
Midas International April 1991 - November 1997
Skills
Leadership, Team Building, Customer Satisfaction, Process Improvement, Team Leadership, Training, Management, Budgets, Project Management, Program Management, Leadership Development, Microsoft Office
Education
American River College 2011 — 2013
Associate of Science (A.S.), Funeral Service Education
Hope International University 1995 — 1997
BS, Organizational Management
Eric Sohovich Eric Sohovich's Wells Fargo Private Bank Experience April 2010 - October 2012
Job Managing Director of Leisure at Retired at my perogative!
Industry Banking
Experience
Retired at my perogative! April 2015 - Present
Velocity Commercial Capital January 2013 - March 2015
Wells Fargo Private Bank April 2010 - October 2012
First Regional Bank September 1990 - February 2010
Skills
Commercial Lending, Commercial Banking, Credit Analysis, Commercial Mortgages, Banking, Portfolio Management, Underwriting, Investments, Financial Analysis, Real Estate, Construction Loans, Real Estate Development, Funding, Loan Origination, Commercial Real Estate, Management, Finance, Refinance, Asset Management, FHA, Mortgage Lending, Real Estate Economics, Financial Structuring, Real Estate Financing, Residential Mortgages, Investment Properties, Residential Homes, Due Diligence, Mortgage Banking, Valuation, Asset Based Lending, Financial Risk, Structured Finance, Brokerage, Lines Of Credit, SBA, Mortgage Underwriting, USDA, Cash Flow, Real Estate Lending, Leases
Education
Ohio University 1973 — 1977
Bachelor's Degree, Business Administration and Management, General, Summa Cum Laude
California State University-Fullerton
Retired at my perogative! April 2015 - Present
Velocity Commercial Capital January 2013 - March 2015
Wells Fargo Private Bank April 2010 - October 2012
First Regional Bank September 1990 - February 2010
Skills
Commercial Lending, Commercial Banking, Credit Analysis, Commercial Mortgages, Banking, Portfolio Management, Underwriting, Investments, Financial Analysis, Real Estate, Construction Loans, Real Estate Development, Funding, Loan Origination, Commercial Real Estate, Management, Finance, Refinance, Asset Management, FHA, Mortgage Lending, Real Estate Economics, Financial Structuring, Real Estate Financing, Residential Mortgages, Investment Properties, Residential Homes, Due Diligence, Mortgage Banking, Valuation, Asset Based Lending, Financial Risk, Structured Finance, Brokerage, Lines Of Credit, SBA, Mortgage Underwriting, USDA, Cash Flow, Real Estate Lending, Leases
Education
Ohio University 1973 — 1977
Bachelor's Degree, Business Administration and Management, General, Summa Cum Laude
California State University-Fullerton
John Berger, CFP®'s Wells Fargo Private Bank Experience 1996 - Present
Job SVP/Wealth Advisor Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank 1996 - Present
Wells Fargo 1996 - Present
Wachovia, A Wells Fargo Company 2000 - 2008
First Union 1996 - 2000
Skills
Investor Real Estate..., Business Succession..., Succession Planning
Education
Queens University of Charlotte 2002 — 2004
Belmont Abbey College 1990 — 1994
BA, Business Administration
Wells Fargo Private Bank 1996 - Present
Wells Fargo 1996 - Present
Wachovia, A Wells Fargo Company 2000 - 2008
First Union 1996 - 2000
Skills
Investor Real Estate..., Business Succession..., Succession Planning
Education
Queens University of Charlotte 2002 — 2004
Belmont Abbey College 1990 — 1994
BA, Business Administration
Bob Griffin Bob Griffin's Wells Fargo Private Bank Experience 2008 - September 2010
Job SVP Regional Chief Investment Officer at Comerica Bank
Industry Capital Markets
Experience
Comerica Bank September 2010 - Present
Wells Fargo Private Bank 2008 - September 2010
Make a Wish Foundation - Greater Bay Region August 2007 - September 2010
Wells Fargo 2004 - 2008
Bank of America 2001 - 2004
Skills
Asset Management, Investments, Portfolio Management, Equities, Wealth Management, Asset Allocation, Series 7, Hedge Funds, Strategic Planning, Sales Management, Securities, Alternative Investments, Trading, Real Estate, Due Diligence, Asset Managment, Strategic Financial...
Education
Golden Gate University 1994 — 1997
MBA, Finance
California Polytechnic State University-San Luis Obispo 1980 — 1984
BS, Economics
Comerica Bank September 2010 - Present
Wells Fargo Private Bank 2008 - September 2010
Make a Wish Foundation - Greater Bay Region August 2007 - September 2010
Wells Fargo 2004 - 2008
Bank of America 2001 - 2004
Skills
Asset Management, Investments, Portfolio Management, Equities, Wealth Management, Asset Allocation, Series 7, Hedge Funds, Strategic Planning, Sales Management, Securities, Alternative Investments, Trading, Real Estate, Due Diligence, Asset Managment, Strategic Financial...
Education
Golden Gate University 1994 — 1997
MBA, Finance
California Polytechnic State University-San Luis Obispo 1980 — 1984
BS, Economics
Carol Hu Carol Hu's Wells Fargo Private Bank Experience August 2013 - Present
Job Assistant Vice President, Investment Manager
Industry Investment Management
Experience
Wells Fargo Private Bank August 2013 - Present
Wells Fargo Private Bank August 2011 - July 2013
Wells Fargo Private Bank June 2010 - August 2010
Conservation International March 2008 - August 2009
Conservation International September 2005 - February 2008
Trexler Climate + Energy Services November 2003 - July 2005
Education
Cornell University - S.C. Johnson Graduate School of Management 2009 — 2011
MBA, Capital Markets and Asset Management
Reed College 1999 — 2003
BA, Economics, International Policy Studies
Wells Fargo Private Bank August 2013 - Present
Wells Fargo Private Bank August 2011 - July 2013
Wells Fargo Private Bank June 2010 - August 2010
Conservation International March 2008 - August 2009
Conservation International September 2005 - February 2008
Trexler Climate + Energy Services November 2003 - July 2005
Education
Cornell University - S.C. Johnson Graduate School of Management 2009 — 2011
MBA, Capital Markets and Asset Management
Reed College 1999 — 2003
BA, Economics, International Policy Studies
Steve Tufts's Wells Fargo Private Bank Experience November 2014 - Present
Job Regional Manager of Investments and Fiduciary Services at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank November 2014 - Present
Wells Fargo Private Bank September 2006 - October 2014
Wells Fargo Private Bank September 2005 - September 2006
Wells Fargo Private Bank August 1998 - September 2005
Prime Capital Management / Anthem Capital Management March 1994 - August 1998
Merchants Capital Management October 1987 - March 1994
Geisinger System Services July 1985 - October 1987
The Federal Land Bank and Federal Intermediate Credit Bank of Louisville December 1982 - July 1985
United Kentucky Bank May 1979 - December 1982
Skills
Asset Allocation, Portfolio Management, Investments, Wealth Management, Asset Management, Mutual Funds, Banking, Financial Services, Management
Education
Indiana University Bloomington 1974 — 1979
BS, Finance
Bellarmine University 1980 — 1984
MBA, General
Wells Fargo Private Bank November 2014 - Present
Wells Fargo Private Bank September 2006 - October 2014
Wells Fargo Private Bank September 2005 - September 2006
Wells Fargo Private Bank August 1998 - September 2005
Prime Capital Management / Anthem Capital Management March 1994 - August 1998
Merchants Capital Management October 1987 - March 1994
Geisinger System Services July 1985 - October 1987
The Federal Land Bank and Federal Intermediate Credit Bank of Louisville December 1982 - July 1985
United Kentucky Bank May 1979 - December 1982
Skills
Asset Allocation, Portfolio Management, Investments, Wealth Management, Asset Management, Mutual Funds, Banking, Financial Services, Management
Education
Indiana University Bloomington 1974 — 1979
BS, Finance
Bellarmine University 1980 — 1984
MBA, General
Linda Dougherty,'s Wells Fargo Private Bank Experience 2004 - 2012
Job Sr. Private Client Advisor, VP at Bank of the West Wealth Management, 555 Market Street, San Francisco, CA 94105
Industry Banking
Experience
Bank of the West Wealth Management 2013 - Present
Wells Fargo Private Bank 2004 - 2012
Wells Fargo Private Bank, Wealth Management Group 2004 - 2012
Littler Mendelson 2002 - 2004
Ernst & Young January 1981 - January 1985
Skills
High Net Worth..., Wealth Management, Wealth, Wealth Management..., Estate Planning, Insurance, Series 7, Investment Strategies, Tax, Relationship Management, Investment Management, Leadership, Management, Financial Planners, Mutual Funds, Risk Management, Banking, Business Development, Investments, Private Banking
Education
Boston University School of Law
J.D; L.M. Taxation, Tax Law/Taxation
North Carolina State University
B.S, Political Science
University of Richmond School of Law
J.D., law
Bank of the West Wealth Management 2013 - Present
Wells Fargo Private Bank 2004 - 2012
Wells Fargo Private Bank, Wealth Management Group 2004 - 2012
Littler Mendelson 2002 - 2004
Ernst & Young January 1981 - January 1985
Skills
High Net Worth..., Wealth Management, Wealth, Wealth Management..., Estate Planning, Insurance, Series 7, Investment Strategies, Tax, Relationship Management, Investment Management, Leadership, Management, Financial Planners, Mutual Funds, Risk Management, Banking, Business Development, Investments, Private Banking
Education
Boston University School of Law
J.D; L.M. Taxation, Tax Law/Taxation
North Carolina State University
B.S, Political Science
University of Richmond School of Law
J.D., law
Kristy (Vaughan) DeBuhr, CFP® Kristy (Vaughan) DeBuhr, CFP®'s Wells Fargo Private Bank Experience October 2003 - Present
Job Wealth Planner at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank October 2003 - Present
Skills
Securities, Certified Financial..., Portfolio Management, Finance, Accounting, Banking, Analysis, 401k Rollovers, Loans, IRAs, Insurance, Mortgage Lending, Wealth Accumulation
Education
Golden Gate University 2011 — 2015
Masters of Taxation
College for Financial Planning 2007 — 2009
Masters in Personal Financial Planning, Financial Planning
Virginia Tech 1999 — 2003
Bachelors in Finance, Finance, Psychology
Wells Fargo Private Bank October 2003 - Present
Skills
Securities, Certified Financial..., Portfolio Management, Finance, Accounting, Banking, Analysis, 401k Rollovers, Loans, IRAs, Insurance, Mortgage Lending, Wealth Accumulation
Education
Golden Gate University 2011 — 2015
Masters of Taxation
College for Financial Planning 2007 — 2009
Masters in Personal Financial Planning, Financial Planning
Virginia Tech 1999 — 2003
Bachelors in Finance, Finance, Psychology
Haley J Warden's Wells Fargo Private Bank Experience August 2009 - January 2011
Job Executive Assistance with background in Brokerage and Private Banking
Industry Financial Services
Experience
WELLS FARGO COMMUNITY BANK February 2011 - Present
WELLS FARGO PRIVATE BANK August 2009 - January 2011
Skills
Banking, Administrative..., Customer Service, PowerPoint, Microsoft Excel, Retail Banking, Investments, Commercial Banking, Non-profits, Microsoft Office, Microsoft Word, Credit, Loans, Sales, Finance, Retail, Software Documentation
Education
Cape Cod Community College 2000 — 2002
Graphic Design
University of Massachusetts at Lowell 1998 — 2000
Graphic Design
WELLS FARGO COMMUNITY BANK February 2011 - Present
WELLS FARGO PRIVATE BANK August 2009 - January 2011
Skills
Banking, Administrative..., Customer Service, PowerPoint, Microsoft Excel, Retail Banking, Investments, Commercial Banking, Non-profits, Microsoft Office, Microsoft Word, Credit, Loans, Sales, Finance, Retail, Software Documentation
Education
Cape Cod Community College 2000 — 2002
Graphic Design
University of Massachusetts at Lowell 1998 — 2000
Graphic Design
Ashley Alderman Ashley Alderman's Wells Fargo Private Bank Experience April 2014 - Present
Job Senior Wealth Planner at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank April 2014 - Present
Chamberlain Hrdlicka September 2006 - April 2014
Skills
Legal Research, Corporate Law, Legal Writing, Tax Law, Trusts, Estate Planning, Wills, Estate Tax Planning, Estate Administration, Legal Issues, Due Diligence
Education
Georgetown University Law Center 2010 — 2011
LL.M., Taxation
University of Georgia School of Law 2003 — 2006
J.D.
Davidson College 1999 — 2003
B.S., Math
Wells Fargo Private Bank April 2014 - Present
Chamberlain Hrdlicka September 2006 - April 2014
Skills
Legal Research, Corporate Law, Legal Writing, Tax Law, Trusts, Estate Planning, Wills, Estate Tax Planning, Estate Administration, Legal Issues, Due Diligence
Education
Georgetown University Law Center 2010 — 2011
LL.M., Taxation
University of Georgia School of Law 2003 — 2006
J.D.
Davidson College 1999 — 2003
B.S., Math
Christopher Smulski Christopher Smulski's Wells Fargo Private Bank Experience March 2011 - Present
Job Vice President, Senior Private Banker at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank March 2011 - Present
J.P. Morgan Private Wealth Management September 2007 - April 2011
Bank of America October 2003 - August 2007
Skills
Investment Management, Wealth Management, Strategic Financial..., Banking, Estate Planning, Wealth Management..., Wealth, Credit, High Net Worth..., CRM, Financial Advisory, Series 7, Portfolio Management, Investments, Asset Managment, Series 63, Loans, Commercial Lending, Management, Alternative Investments, Asset Allocation, Tax, Equities
Education
DePaul University 2010 — 2011
Certified Financial Planning Program, Financial Planning
Illinois State University 1997 — 2000
Bachelor of Science, Marketing
Wells Fargo Private Bank March 2011 - Present
J.P. Morgan Private Wealth Management September 2007 - April 2011
Bank of America October 2003 - August 2007
Skills
Investment Management, Wealth Management, Strategic Financial..., Banking, Estate Planning, Wealth Management..., Wealth, Credit, High Net Worth..., CRM, Financial Advisory, Series 7, Portfolio Management, Investments, Asset Managment, Series 63, Loans, Commercial Lending, Management, Alternative Investments, Asset Allocation, Tax, Equities
Education
DePaul University 2010 — 2011
Certified Financial Planning Program, Financial Planning
Illinois State University 1997 — 2000
Bachelor of Science, Marketing
Tony Essay, JD Tony Essay, JD's Wells Fargo Private Bank Experience July 2013 - Present
Job Trust and Fiduciary Specialist at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank July 2013 - Present
Ash Johnson Company April 2013 - July 2013
Principal Financial Group September 2009 - March 2013
Skills
Estate Planning, Long-term Care, Succession Planning, Strategic Financial..., Disability Insurance, 401k Rollovers, Retirement Planning, Life Insurance, Annuity Sales, Trusts, Charitable Gift Planning, Wealth, IRAs, Asset Management, 401k, Financial Services, Wealth Management, Wealth Management..., Investment Management, Insurance, Financial Planning
Education
University of Nebraska College of Law 2006 — 2009
Doctor of Law (J.D.), Program of Concentrated Study: Business Planning/Estate Planning and Taxation
Chadron State College 2001 — 2005
Bachelor of Arts, Legal Studies
Wells Fargo Private Bank July 2013 - Present
Ash Johnson Company April 2013 - July 2013
Principal Financial Group September 2009 - March 2013
Skills
Estate Planning, Long-term Care, Succession Planning, Strategic Financial..., Disability Insurance, 401k Rollovers, Retirement Planning, Life Insurance, Annuity Sales, Trusts, Charitable Gift Planning, Wealth, IRAs, Asset Management, 401k, Financial Services, Wealth Management, Wealth Management..., Investment Management, Insurance, Financial Planning
Education
University of Nebraska College of Law 2006 — 2009
Doctor of Law (J.D.), Program of Concentrated Study: Business Planning/Estate Planning and Taxation
Chadron State College 2001 — 2005
Bachelor of Arts, Legal Studies
Kevin C. Dodson's Wells Fargo Private Bank Experience August 2008 - Present
Job Senior Vice President and Senior Wealth Advisor at Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo Private Bank August 2008 - Present
US Trust, Bank of America Private Wealth Management May 2003 - August 2008
Eclipse Corporation June 1996 - May 2003
Skills
Wealth Management, Asset Allocation, Series 7, Portfolio Management, Investments, Asset Managment, Wealth Management..., Mutual Funds, Investment Management, Investment Advisory, Retirement Planning, Alternative Investments, Banking, Series 63, Investment Strategies, Securities, High Net Worth..., Private Banking, Financial Advisory, Asset Management
Education
California State University-Long Beach
Bachelor of Arts, Political Science
Woodside High School
Wells Fargo Private Bank August 2008 - Present
US Trust, Bank of America Private Wealth Management May 2003 - August 2008
Eclipse Corporation June 1996 - May 2003
Skills
Wealth Management, Asset Allocation, Series 7, Portfolio Management, Investments, Asset Managment, Wealth Management..., Mutual Funds, Investment Management, Investment Advisory, Retirement Planning, Alternative Investments, Banking, Series 63, Investment Strategies, Securities, High Net Worth..., Private Banking, Financial Advisory, Asset Management
Education
California State University-Long Beach
Bachelor of Arts, Political Science
Woodside High School
David DeVita, CFA, CFP David DeVita, CFA, CFP's Wells Fargo Private Bank Experience April 2008 - March 2011
Job Financial Advisor at Mercer Advisors
Industry Investment Management
Experience
Mercer Advisors April 2014 - Present
Private November 2013 - March 2014
Tower Bridge Advisors September 2012 - October 2013
The John Templeton Foundation April 2011 - August 2012
Wells Fargo Private Bank April 2008 - March 2011
The Vanguard Group June 2005 - March 2008
Midwood Securities, Inc. 2004 - 2004
Skills
Asset Allocation, Investments, Equities, Investment Strategies, Mutual Funds, Fixed Income, Due Diligence, Value Investing, Investment Management, Securities, Hedge Funds, Asset Management, Security Analysis, Alternative Investments
Education
Susquehanna University 2001 — 2005
Business Administration, Finance, Information Systems
Columbia Business School 2012 — 2012
Executive Education Program, Value Investing
Mercer Advisors April 2014 - Present
Private November 2013 - March 2014
Tower Bridge Advisors September 2012 - October 2013
The John Templeton Foundation April 2011 - August 2012
Wells Fargo Private Bank April 2008 - March 2011
The Vanguard Group June 2005 - March 2008
Midwood Securities, Inc. 2004 - 2004
Skills
Asset Allocation, Investments, Equities, Investment Strategies, Mutual Funds, Fixed Income, Due Diligence, Value Investing, Investment Management, Securities, Hedge Funds, Asset Management, Security Analysis, Alternative Investments
Education
Susquehanna University 2001 — 2005
Business Administration, Finance, Information Systems
Columbia Business School 2012 — 2012
Executive Education Program, Value Investing
Lupe Arroyo Lupe Arroyo's Wells Fargo Private Bank Experience November 2011 - July 2014
Job Citi
Industry Banking
Experience
Citi September 2015 - Present
Wells Fargo July 2014 - Present
Wells Fargo Private Bank November 2011 - July 2014
Wells Fargo January 2009 - November 2011
Bank of America January 2008 - January 2009
Wells Fargo January 2007 - February 2008
Wells Fargo February 1997 - January 2007
Skills
Loans, Customer Service, Credit, Retail Banking, Commercial Lending, Credit Analysis, Small Business Lending, Commercial Banking, Banking, Lines Of Credit, Financial Analysis, Cross Selling, Wealth Management, Loan Origination
Education
Cabrillo College
University of Phoenix
Citi September 2015 - Present
Wells Fargo July 2014 - Present
Wells Fargo Private Bank November 2011 - July 2014
Wells Fargo January 2009 - November 2011
Bank of America January 2008 - January 2009
Wells Fargo January 2007 - February 2008
Wells Fargo February 1997 - January 2007
Skills
Loans, Customer Service, Credit, Retail Banking, Commercial Lending, Credit Analysis, Small Business Lending, Commercial Banking, Banking, Lines Of Credit, Financial Analysis, Cross Selling, Wealth Management, Loan Origination
Education
Cabrillo College
University of Phoenix
Jabbar K. Abdullah's Wells Fargo Private Bank Experience August 2011 - October 2013
Job Business Banking Professional
Industry Banking
Experience
Wells Fargo Bank August 2014 - Present
Commerce Funding Solutions December 2013 - August 2014
Wells Fargo Private Bank August 2011 - October 2013
Wachovia, A Wells Fargo Company August 2010 - August 2011
Wachovia Bank November 2005 - August 2010
Wachovia Bank July 2003 - October 2005
First Union National Bank November 2000 - July 2003
Skills
Credit, Small Business Lending, Consumer Lending, Finance, Underwriting, Loans, Cross Selling, Leadership, Commercial Lending, Customer Service, Small Business, Mortgage Lending, Lines Of Credit, Credit Analysis, Retail Banking, Financial Services, Sales, Banking, Loan Origination, Commercial Banking, Relationship Management, Merchant Services, Cash Flow, Branch Banking
Education
Central Connecticut State University 1987 — 1992
Marketing/Sales
Wells Fargo Bank August 2014 - Present
Commerce Funding Solutions December 2013 - August 2014
Wells Fargo Private Bank August 2011 - October 2013
Wachovia, A Wells Fargo Company August 2010 - August 2011
Wachovia Bank November 2005 - August 2010
Wachovia Bank July 2003 - October 2005
First Union National Bank November 2000 - July 2003
Skills
Credit, Small Business Lending, Consumer Lending, Finance, Underwriting, Loans, Cross Selling, Leadership, Commercial Lending, Customer Service, Small Business, Mortgage Lending, Lines Of Credit, Credit Analysis, Retail Banking, Financial Services, Sales, Banking, Loan Origination, Commercial Banking, Relationship Management, Merchant Services, Cash Flow, Branch Banking
Education
Central Connecticut State University 1987 — 1992
Marketing/Sales
Van Ly Van Ly's Wells Fargo Private Bank Experience June 2013 - June 2013
Job Registered Client Associate at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors August 2013 - Present
Wells Fargo Private Bank June 2013 - June 2013
Wells Fargo Private Bank February 2013 - March 2013
Armani Exchange October 2012 - January 2013
Macy's 2007 - 2007
East Side Union High School District 2006 - 2007
Skills
Customer Service, Research, Writing, Google Docs, Editing, Data Entry, Microsoft Office, Windows 7, Mac OS, Paperwork
Education
De Anza College 2013 — 2014
Certificate of Achievement-Advanced, Paralegal Studies
UC Berkeley 2008 — 2012
Bachelor of Arts (B.A.), American Studies
Wells Fargo Advisors August 2013 - Present
Wells Fargo Private Bank June 2013 - June 2013
Wells Fargo Private Bank February 2013 - March 2013
Armani Exchange October 2012 - January 2013
Macy's 2007 - 2007
East Side Union High School District 2006 - 2007
Skills
Customer Service, Research, Writing, Google Docs, Editing, Data Entry, Microsoft Office, Windows 7, Mac OS, Paperwork
Education
De Anza College 2013 — 2014
Certificate of Achievement-Advanced, Paralegal Studies
UC Berkeley 2008 — 2012
Bachelor of Arts (B.A.), American Studies
Mary Beth Watson, CFA Mary Beth Watson, CFA's Wells Fargo Private Bank Experience September 2012 - Present
Job Investment Strategist, AVP at Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo Private Bank September 2012 - Present
Microban International May 2011 - August 2011
First Eagle Funds March 2007 - July 2010
J.P. Morgan, Asset Management July 2006 - January 2007
Skills
Investments, Market Research, Forecasting, Portfolio Management, Leadership, Marketing, Management, Sales, Wealth Management, New Business Development, Finance, Analytics, Mutual Funds, Product Development
Education
Wake Forest University - Babcock Graduate School of Management 2010 — 2012
Master of Business Administration, Finance
Training the Street 2011 — 2011
Corporate Valuation
Clemson University 2002 — 2006
BS, Financial Management, Accounting
Consortium of Universities for International Studies, CIMBA Paderno del 2005 — 2005
Wells Fargo Private Bank September 2012 - Present
Microban International May 2011 - August 2011
First Eagle Funds March 2007 - July 2010
J.P. Morgan, Asset Management July 2006 - January 2007
Skills
Investments, Market Research, Forecasting, Portfolio Management, Leadership, Marketing, Management, Sales, Wealth Management, New Business Development, Finance, Analytics, Mutual Funds, Product Development
Education
Wake Forest University - Babcock Graduate School of Management 2010 — 2012
Master of Business Administration, Finance
Training the Street 2011 — 2011
Corporate Valuation
Clemson University 2002 — 2006
BS, Financial Management, Accounting
Consortium of Universities for International Studies, CIMBA Paderno del 2005 — 2005
Sean Murray, MBA's Wells Fargo Private Bank Experience July 2008 - May 2012
Job Associate, Consultant Relations & Sales at Commonfund
Industry Investment Management
Experience
Commonfund February 2013 - Present
Private Client Resources May 2012 - December 2012
Wells Fargo Private Bank July 2008 - May 2012
GE Commercial Finance December 2007 - July 2008
Skills
Strong Excel, Model Building, Financial Forecasting, Due Diligence, Investor Reporting, RFP preparation, Data Analysis, Presentation Development, Performance Attribution, Project Management, Non-profits..., Asset Allocation, Fund Of Funds, Alternative Investments, Fixed Income, Series 7, Series 63, Venture Capital, Hedge Funds, Finance, Series 31, Private Equity
Education
Sacred Heart University 2010 — 2012
MBA, Global Investments
Curry College 2004 — 2007
Bachelor of Arts, Criminal Justice, Communcations
Hebron Academy
Commonfund February 2013 - Present
Private Client Resources May 2012 - December 2012
Wells Fargo Private Bank July 2008 - May 2012
GE Commercial Finance December 2007 - July 2008
Skills
Strong Excel, Model Building, Financial Forecasting, Due Diligence, Investor Reporting, RFP preparation, Data Analysis, Presentation Development, Performance Attribution, Project Management, Non-profits..., Asset Allocation, Fund Of Funds, Alternative Investments, Fixed Income, Series 7, Series 63, Venture Capital, Hedge Funds, Finance, Series 31, Private Equity
Education
Sacred Heart University 2010 — 2012
MBA, Global Investments
Curry College 2004 — 2007
Bachelor of Arts, Criminal Justice, Communcations
Hebron Academy
William Donahue's Wells Fargo Private Bank Experience April 2012 - Present
Job Regional Fiduciary Manager, New York and New England at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank April 2012 - Present
Gaylord Specialty Healthcare 2011 - Present
Plan of Connecticut, Inc. July 2005 - June 2011
NewAlliance Bank October 2007 - April 2011
Trust Company of Connecticut, Division of NewAlliance Bank July 2005 - October 2007
Trust Company of Connecticut June 2000 - July 2005
Bank of New York Mellon December 1995 - June 2000
Montague & Company (MFO) October 1990 - June 1995
Skills
Wealth Management, Investments, Investment Management, Wealth Management..., Finance, Relationship Management, Banking, Business Development, Strategic Planning, Leadership, Financial Advisory, Process Improvement, Strategic Financial..., Portfolio Management
Education
Central Connecticut State University 1984 — 1988
Bachelors of Science, Finance
Wells Fargo Private Bank April 2012 - Present
Gaylord Specialty Healthcare 2011 - Present
Plan of Connecticut, Inc. July 2005 - June 2011
NewAlliance Bank October 2007 - April 2011
Trust Company of Connecticut, Division of NewAlliance Bank July 2005 - October 2007
Trust Company of Connecticut June 2000 - July 2005
Bank of New York Mellon December 1995 - June 2000
Montague & Company (MFO) October 1990 - June 1995
Skills
Wealth Management, Investments, Investment Management, Wealth Management..., Finance, Relationship Management, Banking, Business Development, Strategic Planning, Leadership, Financial Advisory, Process Improvement, Strategic Financial..., Portfolio Management
Education
Central Connecticut State University 1984 — 1988
Bachelors of Science, Finance
Tom Maclennan Tom Maclennan's Wells Fargo Private Bank Experience May 2008 - May 2010
Job Investment Advisor Representative at WMS Advisors, LLC.
Industry Banking
Experience
WMS Advisors, LLC November 2010 - Present
Wells Fargo Private Bank May 2008 - May 2010
GNI Capital May 2007 - August 2007
Skills
Financial Analysis, Microsoft Excel, Strategic Financial..., Due Diligence, Real Estate, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Series 7, Series 63, Series 24
Education
Clemson University 2004 — 2008
B.S., Finance
WMS Advisors, LLC November 2010 - Present
Wells Fargo Private Bank May 2008 - May 2010
GNI Capital May 2007 - August 2007
Skills
Financial Analysis, Microsoft Excel, Strategic Financial..., Due Diligence, Real Estate, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Series 7, Series 63, Series 24
Education
Clemson University 2004 — 2008
B.S., Finance
Scott Frogner Scott Frogner's Wells Fargo Private Bank Experience November 2009 - January 2010
Job Loan Originatior at Standard Pacific Mortgage
Industry Real Estate
Experience
Standard Pacific Home Mortgage April 2012 - Present
Innerwork Mortgage January 2010 - March 2012
Wells Fargo Private Bank November 2009 - January 2010
CTX Mortgage 2004 - 2009
Skills
REO, Residential Homes, Condos, Referrals, Real Estate Economics, FHA financing, Sales, Customer Service, Underwriting, Sales Management, Marketing Strategy, New Business Development, USDA, CalHFA, MCC, VA financing, First Time Home Buyers, Investment Properties, Mortgage Banking, Mortgage Marketing, Certified Mortgage..., Stock Market, Economics, Rual Properties, Appraisals
Education
CSU Sacramento 2000 — 2002
Business/communications
Santa Barbara City College 1995 — 1999
yes, General ED
Standard Pacific Home Mortgage April 2012 - Present
Innerwork Mortgage January 2010 - March 2012
Wells Fargo Private Bank November 2009 - January 2010
CTX Mortgage 2004 - 2009
Skills
REO, Residential Homes, Condos, Referrals, Real Estate Economics, FHA financing, Sales, Customer Service, Underwriting, Sales Management, Marketing Strategy, New Business Development, USDA, CalHFA, MCC, VA financing, First Time Home Buyers, Investment Properties, Mortgage Banking, Mortgage Marketing, Certified Mortgage..., Stock Market, Economics, Rual Properties, Appraisals
Education
CSU Sacramento 2000 — 2002
Business/communications
Santa Barbara City College 1995 — 1999
yes, General ED
Bill Leonard, CTFA, CISP Bill Leonard, CTFA, CISP's Wells Fargo Private Bank Experience June 2009 - Present
Job Senior Fiduciary Specialist & VP Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo Private Bank June 2009 - Present
Brookmont Capital Management December 2007 - June 2009
Comerica Bank January 2004 - December 2007
Comerica Bank WIM January 2002 - January 2004
Comerica Bank January 1995 - January 2002
Bank of America August 1988 - January 1995
AG Edwards January 1986 - January 1988
Eppler, Guerin & Turner, Inc January 1984 - January 1986
City of Denison January 1983 - January 1984
Education
Austin College 1978 — 1982
B.A, Business Administration and History
Wells Fargo Private Bank June 2009 - Present
Brookmont Capital Management December 2007 - June 2009
Comerica Bank January 2004 - December 2007
Comerica Bank WIM January 2002 - January 2004
Comerica Bank January 1995 - January 2002
Bank of America August 1988 - January 1995
AG Edwards January 1986 - January 1988
Eppler, Guerin & Turner, Inc January 1984 - January 1986
City of Denison January 1983 - January 1984
Education
Austin College 1978 — 1982
B.A, Business Administration and History
Joel Penny, CFP® Joel Penny, CFP®'s Wells Fargo Private Bank Experience May 2006 - Present
Job Senior Trust & Fiduciary Specialist at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank May 2006 - Present
Bank of America June 2004 - May 2006
Skills
Wealth Management, Portfolio Management, Program Management, Wealth, Investments, Finance, Management, Estate Planning, Strategic Financial..., Asset Allocation, Wealth Management..., Retirement Planning, Asset Management, Banking
Education
Campbell University 1999 — 2004
MBA, BBA, Trust and Investment Management
Wells Fargo Private Bank May 2006 - Present
Bank of America June 2004 - May 2006
Skills
Wealth Management, Portfolio Management, Program Management, Wealth, Investments, Finance, Management, Estate Planning, Strategic Financial..., Asset Allocation, Wealth Management..., Retirement Planning, Asset Management, Banking
Education
Campbell University 1999 — 2004
MBA, BBA, Trust and Investment Management
Neil Pulido Neil Pulido's Wells Fargo Private Bank Experience July 2014 - Present
Job Senior Private Banker at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank July 2014 - Present
Union Bank February 2013 - July 2014
Morgan Stanley Private Bank June 2010 - January 2013
Rotary International 2013 - 2013
Bank of America 2006 - February 2010
Guaranty Bank 2001 - 2006
Washington Mutual 1997 - 2001
TRW Space and Technology 1987 - 1994
Lockheed Space Operations 1984 - 1987
Skills
Private Equity, Loans, Mergers & Acquisitions, Mortgage Banking, Analytics, Real Estate, Loan Origination, Risk Management, Mortgage Lending, Management, Structured Finance, Portfolio Management, Investment Properties
Education
California State Polytechnic University-Pomona
B.S., Aerospace Engineering
Saint Bonanventure High School
Wells Fargo Private Bank July 2014 - Present
Union Bank February 2013 - July 2014
Morgan Stanley Private Bank June 2010 - January 2013
Rotary International 2013 - 2013
Bank of America 2006 - February 2010
Guaranty Bank 2001 - 2006
Washington Mutual 1997 - 2001
TRW Space and Technology 1987 - 1994
Lockheed Space Operations 1984 - 1987
Skills
Private Equity, Loans, Mergers & Acquisitions, Mortgage Banking, Analytics, Real Estate, Loan Origination, Risk Management, Mortgage Lending, Management, Structured Finance, Portfolio Management, Investment Properties
Education
California State Polytechnic University-Pomona
B.S., Aerospace Engineering
Saint Bonanventure High School
Sam Issermoyer Sam Issermoyer's Wells Fargo Private Bank Experience September 2013 - Present
Job Investment Management Associate at Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo Private Bank September 2013 - Present
Bob Barker Company May 2012 - August 2012
ProVantage Corporate Solutions May 2011 - August 2011
Campbell University Physical Plant May 2011 - August 2011
Sykesville Youth Football July 2008 - October 2008
Skills
Microsoft Word, Customer Service, Market Research, Six Sigma, Strategic Planning, Payroll, Leadership, Budgets, Entrepreneurship, PowerPoint, Microsoft Excel, Marketing Strategy, Financial Analysis, Product Development, Auditing, Finance, Operations Management, Change Management, Asset Management, Microsoft Office, Process Improvement, Inventory Management, Team Building, Cross-functional Team..., Wealth Management, Management, Contract Negotiation, Analysis, Strategic Financial..., Time Management, Data Analysis, Investments, Training, Marketing, Team Leadership, Forecasting, Risk Management, Asset Allocation, Estate Planning, Investment Management, Investment Advisory, Access, Coaching, Business Development, Retirement Planning, Portfolio Management, Trust Management, Wealth Management..., Banking, Investment Strategies
Education
Campbell University 2012 — 2013
Masters, Trust and Wealth Management, 3.88/4
Campbell University 2008 — 2012
Bachelor's, Business Administration and Minor in Economics
Wells Fargo Private Bank September 2013 - Present
Bob Barker Company May 2012 - August 2012
ProVantage Corporate Solutions May 2011 - August 2011
Campbell University Physical Plant May 2011 - August 2011
Sykesville Youth Football July 2008 - October 2008
Skills
Microsoft Word, Customer Service, Market Research, Six Sigma, Strategic Planning, Payroll, Leadership, Budgets, Entrepreneurship, PowerPoint, Microsoft Excel, Marketing Strategy, Financial Analysis, Product Development, Auditing, Finance, Operations Management, Change Management, Asset Management, Microsoft Office, Process Improvement, Inventory Management, Team Building, Cross-functional Team..., Wealth Management, Management, Contract Negotiation, Analysis, Strategic Financial..., Time Management, Data Analysis, Investments, Training, Marketing, Team Leadership, Forecasting, Risk Management, Asset Allocation, Estate Planning, Investment Management, Investment Advisory, Access, Coaching, Business Development, Retirement Planning, Portfolio Management, Trust Management, Wealth Management..., Banking, Investment Strategies
Education
Campbell University 2012 — 2013
Masters, Trust and Wealth Management, 3.88/4
Campbell University 2008 — 2012
Bachelor's, Business Administration and Minor in Economics
Schone Malliet Schone Malliet's Wells Fargo Private Bank Experience January 2009 - September 2013
Job National Winter Activity Center ("The Center") CEO
Industry Nonprofit Organization Management
Experience
National Winter Activity Center ("The Center") December 2014 - Present
National Winter Sports Education Foundation February 2010 - Present
YMCA of Greater New York February 2007 - Present
Wells Fargo Private Bank January 2009 - September 2013
Noel Pointer Foundation 2008 - 2010
Merrill Lynch 2005 - 2008
National Brotherhood of Skiers Inc. 1996 - 2006
alyXsys Inc. 2001 - 2005
ViaNovus 1998 - 2000
Ziff Davis Market Intelligence 1995 - 1998
Skills
Fundraising, Mergers & Acquisitions, Leadership, Recruiting, Marketing, Start-ups, Strategy, Management, Program Management, Business Development, CRM, Financial Services, Portfolio Management, Public Speaking, Strategic Planning, Sales, Finance, Wealth Management, Sports, Risk Management, Nonprofits, Negotiation, Entrepreneurship, Financial Analysis, Investments, Banking
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1981 — 1983
MBA, Management and Marketing
College of the Holy Cross
Bachelor of Arts (BA), Economics
National Winter Activity Center ("The Center") December 2014 - Present
National Winter Sports Education Foundation February 2010 - Present
YMCA of Greater New York February 2007 - Present
Wells Fargo Private Bank January 2009 - September 2013
Noel Pointer Foundation 2008 - 2010
Merrill Lynch 2005 - 2008
National Brotherhood of Skiers Inc. 1996 - 2006
alyXsys Inc. 2001 - 2005
ViaNovus 1998 - 2000
Ziff Davis Market Intelligence 1995 - 1998
Skills
Fundraising, Mergers & Acquisitions, Leadership, Recruiting, Marketing, Start-ups, Strategy, Management, Program Management, Business Development, CRM, Financial Services, Portfolio Management, Public Speaking, Strategic Planning, Sales, Finance, Wealth Management, Sports, Risk Management, Nonprofits, Negotiation, Entrepreneurship, Financial Analysis, Investments, Banking
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1981 — 1983
MBA, Management and Marketing
College of the Holy Cross
Bachelor of Arts (BA), Economics
Eliu Mendez Eliu Mendez's Wells Fargo Private Bank Experience May 2011 - August 2011
Job Associate Attorney at A.G. Linett & Associates, PA
Industry Law Practice
Experience
A.G. Linett & Associates, PA March 2015 - Present
Wake County District Attorney's Office January 2015 - February 2015
Wake County Public Defender's Office January 2014 - April 2014
United States Bankruptcy Court for Chief Judge Randy D. Doub August 2013 - October 2013
Legal Aid of North Carolina: Battered Immigrant Project May 2013 - July 2013
Supreme Court of North Carolina for Associate Justice Newby January 2013 - May 2013
GlaxoSmithKline May 2012 - July 2012
Wells Fargo Private Bank May 2011 - August 2011
Bank of America U.S. Trust May 2010 - August 2010
Education
Campbell University, Norman Adrian Wiggins School of Law 2011 — 2014
Doctor of Law (J.D.)
Campbell University 2007 — 2011
Bachelor of Business Administration (BBA), Trust and Wealth Management
A.G. Linett & Associates, PA March 2015 - Present
Wake County District Attorney's Office January 2015 - February 2015
Wake County Public Defender's Office January 2014 - April 2014
United States Bankruptcy Court for Chief Judge Randy D. Doub August 2013 - October 2013
Legal Aid of North Carolina: Battered Immigrant Project May 2013 - July 2013
Supreme Court of North Carolina for Associate Justice Newby January 2013 - May 2013
GlaxoSmithKline May 2012 - July 2012
Wells Fargo Private Bank May 2011 - August 2011
Bank of America U.S. Trust May 2010 - August 2010
Education
Campbell University, Norman Adrian Wiggins School of Law 2011 — 2014
Doctor of Law (J.D.)
Campbell University 2007 — 2011
Bachelor of Business Administration (BBA), Trust and Wealth Management
Steven Lerangis Steven Lerangis's Wells Fargo Private Bank Experience August 2012 - 2015
Job Morgan Stanley Private Bank
Industry Banking
Experience
Wells Fargo Private Bank August 2012 - 2015
Northern Trust March 2004 - August 2012
Mellon Private Wealth Management 2002 - 2004
JPMorgan Private Bank 1988 - 2001
Skills
Series 7, Investment Management, Loans, High Net Worth..., Hedge Funds, Asset Managment, Wealth Management, Alternative Investments, Investment Strategies, Asset Allocation, Securities, Wealth, Financial Analysis, Venture Capital, Equities, Investment Advisory, Due Diligence
Education
Colgate University
BA, Russian Studies
Columbia University - School of International and Public Affairs
M.A., International Finance & Banking
Wells Fargo Private Bank August 2012 - 2015
Northern Trust March 2004 - August 2012
Mellon Private Wealth Management 2002 - 2004
JPMorgan Private Bank 1988 - 2001
Skills
Series 7, Investment Management, Loans, High Net Worth..., Hedge Funds, Asset Managment, Wealth Management, Alternative Investments, Investment Strategies, Asset Allocation, Securities, Wealth, Financial Analysis, Venture Capital, Equities, Investment Advisory, Due Diligence
Education
Colgate University
BA, Russian Studies
Columbia University - School of International and Public Affairs
M.A., International Finance & Banking
Debbie Long Debbie Long's Wells Fargo Private Bank Experience May 2010 - November 2013
Job EVP, Loan Originations at California Realty Capital
Industry Banking
Experience
California Realty Capital April 2015 - Present
Self Employed Finance Consultant November 2013 - Present
Wells Fargo Private Bank May 2010 - November 2013
Citizens Business Bank March 2003 - April 2010
Central Valley Community Bank March 1997 - March 2003
Skills
Banking, Business Intelligence, Risk Management, SDLC, Project Management, Business Process, Finance, Investments, Loans, Analysis, Portfolio Management, Commercial Lending, Commercial Banking, Real Estate, Investment Properties, Construction Loans, Financial Analysis, Credit, Wealth Management, Credit Analysis, Credit Risk, Relationship Management, Loan Origination, Mortgage Banking, Due Diligence, Requirements Analysis, Business Analysis
Education
Pacific Coast Banking School. University of Washington 2000 — 2002
Masters-level extension program for senior officers in the banking industry
California State University, Fresno 1974 — 1977
Business Major, Business Finance
California Realty Capital April 2015 - Present
Self Employed Finance Consultant November 2013 - Present
Wells Fargo Private Bank May 2010 - November 2013
Citizens Business Bank March 2003 - April 2010
Central Valley Community Bank March 1997 - March 2003
Skills
Banking, Business Intelligence, Risk Management, SDLC, Project Management, Business Process, Finance, Investments, Loans, Analysis, Portfolio Management, Commercial Lending, Commercial Banking, Real Estate, Investment Properties, Construction Loans, Financial Analysis, Credit, Wealth Management, Credit Analysis, Credit Risk, Relationship Management, Loan Origination, Mortgage Banking, Due Diligence, Requirements Analysis, Business Analysis
Education
Pacific Coast Banking School. University of Washington 2000 — 2002
Masters-level extension program for senior officers in the banking industry
California State University, Fresno 1974 — 1977
Business Major, Business Finance
Linda Payne's Wells Fargo Private Bank Experience April 2009 - November 2011
Job Vice President assisting clients to help them achieve their financial goals helping maximize their wealth.
Industry Banking
Experience
City National Bank November 2011 - Present
Wells Fargo Private Bank April 2009 - November 2011
Bank of America February 2007 - April 2009
Skills
Financial Planning, Mortgage Lending, Commercial Lending, Consumer Lending, Asset Based Lending, Securities Lending, Real Estate Lending, Wealth Preservation..., Wealth Accumulation, Wealth Management..., Management, Banking, Investments, Loans, Social Media, Financial Analysis, Social Media Marketing, Entertainment, Marketing, Finance, Strategic Communications, Financial Services, Public Relations, Strategic Financial..., Media Relations, Strategic Partnerships
Education
California State University-Fullerton
Bachelor of Arts (BA), History
City National Bank November 2011 - Present
Wells Fargo Private Bank April 2009 - November 2011
Bank of America February 2007 - April 2009
Skills
Financial Planning, Mortgage Lending, Commercial Lending, Consumer Lending, Asset Based Lending, Securities Lending, Real Estate Lending, Wealth Preservation..., Wealth Accumulation, Wealth Management..., Management, Banking, Investments, Loans, Social Media, Financial Analysis, Social Media Marketing, Entertainment, Marketing, Finance, Strategic Communications, Financial Services, Public Relations, Strategic Financial..., Media Relations, Strategic Partnerships
Education
California State University-Fullerton
Bachelor of Arts (BA), History
Catherine Ortiz, MPA's Wells Fargo Private Bank Experience March 2014 - Present
Job Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo Private Bank March 2014 - Present
MacAndrews & Forbes September 2013 - March 2014
Equal Employment Opportunity Commission June 2013 - August 2013
MacAndrews & Forbes March 2012 - August 2013
FEGS August 2010 - June 2011
NYC Civic Corps/ AmeriCorps August 2010 - June 2011
Petrial Services Office Southern District Court February 2009 - April 2009
Skills
Bilingual-English/Spanis..., Training, Interviews, Social Services, Staff Development, Recruiting, Community Outreach, Nonprofits, Volunteer Management, Onboarding, Volunteer Recruiting, Employee Relations, Event Management, Management, Microsoft Excel
Education
John Jay College of Criminal Justice 2011 — 2013
Master of Public Administration (MPA), Human Resources Management/Personnel Administration, General
John Jay College of Criminal Justice 2006 — 2010
Bachelor of Science (B.S.), Legal Studies, General
Wells Fargo Private Bank March 2014 - Present
MacAndrews & Forbes September 2013 - March 2014
Equal Employment Opportunity Commission June 2013 - August 2013
MacAndrews & Forbes March 2012 - August 2013
FEGS August 2010 - June 2011
NYC Civic Corps/ AmeriCorps August 2010 - June 2011
Petrial Services Office Southern District Court February 2009 - April 2009
Skills
Bilingual-English/Spanis..., Training, Interviews, Social Services, Staff Development, Recruiting, Community Outreach, Nonprofits, Volunteer Management, Onboarding, Volunteer Recruiting, Employee Relations, Event Management, Management, Microsoft Excel
Education
John Jay College of Criminal Justice 2011 — 2013
Master of Public Administration (MPA), Human Resources Management/Personnel Administration, General
John Jay College of Criminal Justice 2006 — 2010
Bachelor of Science (B.S.), Legal Studies, General
Tim Barton, CFA Tim Barton, CFA's Wells Fargo Private Bank Experience November 2007 - October 2013
Job Senior Portfolio Manager at Northern Trust
Industry Investment Management
Experience
Northern Trust October 2013 - Present
Wells Fargo Private Bank November 2007 - October 2013
Wachovia Wealth Management June 2006 - November 2007
Evergreen Investments November 2004 - June 2006
Skills
Asset Allocation, Strategic Financial..., Investments, Credit, Portfolio Management, Wealth, High Net Worth..., Wealth Management, Investment Advisory, Investment Management, Mutual Funds, Investment Strategies, Alternative Investments, Financial Planning
Education
Campbell University 1999 — 2004
Bachelor of Business Administration (BBA), Trust & Investment Management, minor Financial Planning
Campbell University 1999 — 2004
Master of Business Administration (MBA), Trust & Investment Management
Northern Trust October 2013 - Present
Wells Fargo Private Bank November 2007 - October 2013
Wachovia Wealth Management June 2006 - November 2007
Evergreen Investments November 2004 - June 2006
Skills
Asset Allocation, Strategic Financial..., Investments, Credit, Portfolio Management, Wealth, High Net Worth..., Wealth Management, Investment Advisory, Investment Management, Mutual Funds, Investment Strategies, Alternative Investments, Financial Planning
Education
Campbell University 1999 — 2004
Bachelor of Business Administration (BBA), Trust & Investment Management, minor Financial Planning
Campbell University 1999 — 2004
Master of Business Administration (MBA), Trust & Investment Management
Phillip Wendt, CTFA, CFP®'s Wells Fargo Private Bank Experience October 2014 - Present
Job Regional Fiduciary Manager at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank October 2014 - Present
Wells Fargo 2008 - October 2014
Wells Fargo Private Bank 2003 - 2008
Legends Financial 2005 - 2005
Skills
Banking, Asset Management, Financial Services, Investments, Management, Portfolio Management, Risk Management, Wealth Management, Retirement Planning, High Net Worth..., Financial Planning, Asset Allocation, Estate Planning, Mutual Funds, Loans, Credit, Commercial Lending, Securities
Education
Acadia University 1997 — 2002
Bachelor's Degree, Business Administration, Finance and Investments
Wells Fargo Private Bank October 2014 - Present
Wells Fargo 2008 - October 2014
Wells Fargo Private Bank 2003 - 2008
Legends Financial 2005 - 2005
Skills
Banking, Asset Management, Financial Services, Investments, Management, Portfolio Management, Risk Management, Wealth Management, Retirement Planning, High Net Worth..., Financial Planning, Asset Allocation, Estate Planning, Mutual Funds, Loans, Credit, Commercial Lending, Securities
Education
Acadia University 1997 — 2002
Bachelor's Degree, Business Administration, Finance and Investments
Melissa Shaw CFP® Melissa Shaw CFP®'s Wells Fargo Private Bank Experience May 2011 - Present
Job WM WA Sr. Client Associate at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank May 2011 - Present
State Farm Insurance November 2003 - May 2011
OakBrook Financial 1998 - 2003
Skills
Banking, Insurance, Finance, Microsoft Excel, Customer Service, Outlook, Financial Analysis, Financial Services, Retirement Planning, Wealth Management, Investments, Mutual Funds, Office Management, Financial Planning
Education
California State University-Northridge 1999 — 2003
Bachelor's degree, Finance
Royal High School 1995 — 1998
Wells Fargo Private Bank May 2011 - Present
State Farm Insurance November 2003 - May 2011
OakBrook Financial 1998 - 2003
Skills
Banking, Insurance, Finance, Microsoft Excel, Customer Service, Outlook, Financial Analysis, Financial Services, Retirement Planning, Wealth Management, Investments, Mutual Funds, Office Management, Financial Planning
Education
California State University-Northridge 1999 — 2003
Bachelor's degree, Finance
Royal High School 1995 — 1998
Ryan Thrower, CTFA's Wells Fargo Private Bank Experience July 2007 - April 2013
Job Senior Trust Officer, VP at Bank of America, US Trust
Industry Banking
Experience
Bank of America, US Trust April 2013 - Present
Wells Fargo Private Bank July 2007 - April 2013
CommunityOne May 2006 - July 2007
Education
Campbell University
BBA, Trust and Investment Management
Bank of America, US Trust April 2013 - Present
Wells Fargo Private Bank July 2007 - April 2013
CommunityOne May 2006 - July 2007
Education
Campbell University
BBA, Trust and Investment Management
Bill McCartney's Wells Fargo Private Bank Experience July 2010 - November 2012
Job Wealth Advisor at Regions Private Wealth Management
Industry Financial Services
Experience
Regions Private Wealth Management November 2012 - Present
William W. McCartney, Jr. Attorney at Law November 2002 - Present
Wells Fargo Private Bank July 2010 - November 2012
First Bank of Georgia September 2003 - July 2010
LPL Financial 2003 - 2010
Merrill Lynch July 2001 - November 2002
SouthTrust Bank June 1999 - July 2001
First Union National Bank September 1993 - June 1999
Education
Samford University, Cumberland School of Law 1989 — 1992
JD, Law
Auburn University, College of Business 1983 — 1987
BS, Business Administration
Oviedo HS 1979 — 1983
HS, College Prep
Regions Private Wealth Management November 2012 - Present
William W. McCartney, Jr. Attorney at Law November 2002 - Present
Wells Fargo Private Bank July 2010 - November 2012
First Bank of Georgia September 2003 - July 2010
LPL Financial 2003 - 2010
Merrill Lynch July 2001 - November 2002
SouthTrust Bank June 1999 - July 2001
First Union National Bank September 1993 - June 1999
Education
Samford University, Cumberland School of Law 1989 — 1992
JD, Law
Auburn University, College of Business 1983 — 1987
BS, Business Administration
Oviedo HS 1979 — 1983
HS, College Prep
Debra Cancilla Debra Cancilla's Wells Fargo Private Bank Experience May 1998 - Present
Job Vice President & Trust and Fiduciary Specialist at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank May 1998 - Present
Barnett Banks Trust Company/NationsBank October 1990 - May 1998
SunTrust Bank September 1986 - October 1990
Skills
Trust Services, Wealth Management..., Wealth Management, High Net Worth..., Private Banking, Estate Administration, Trusts, Financial Services, Retirement, Investments, Trust & Estate..., Estate Planning, Asset Management, Wealth, IRAs, Asset Allocation
Education
Bryant University 1977 — 1979
BSBA, Business Administration-Accounting
Berkshire Community College 1975 — 1977
Associate's Degree, Business Administration
Wells Fargo Private Bank May 1998 - Present
Barnett Banks Trust Company/NationsBank October 1990 - May 1998
SunTrust Bank September 1986 - October 1990
Skills
Trust Services, Wealth Management..., Wealth Management, High Net Worth..., Private Banking, Estate Administration, Trusts, Financial Services, Retirement, Investments, Trust & Estate..., Estate Planning, Asset Management, Wealth, IRAs, Asset Allocation
Education
Bryant University 1977 — 1979
BSBA, Business Administration-Accounting
Berkshire Community College 1975 — 1977
Associate's Degree, Business Administration
Larry Da Silva Larry Da Silva's Wells Fargo Private Bank Experience 2000 - July 2011
Job Retired SVP & Wealth Advisor, Wells Fargo Private Bank at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank May 2011 - Present
Wells Fargo Private Bank 2000 - July 2011
First Interstate Bank 1986 - 1996
Skills
Wealth Management, Wealth Management..., Series 7, Asset Allocation, High Net Worth..., Strategic Financial..., Estate Planning, Retirement Planning, Investment Advisory, Investment Strategies, Portfolio Management, Trust Services, Investments, Private Banking, Investment Management
Education
C.I.E.M.
College for Financial Planning
C.F.P., Financial Planning
DePaul University
M.A., Economics
FPA Conference Seminars
Georgia State University
B.B.A., Economics
Wells Fargo Bank May 2011 - Present
Wells Fargo Private Bank 2000 - July 2011
First Interstate Bank 1986 - 1996
Skills
Wealth Management, Wealth Management..., Series 7, Asset Allocation, High Net Worth..., Strategic Financial..., Estate Planning, Retirement Planning, Investment Advisory, Investment Strategies, Portfolio Management, Trust Services, Investments, Private Banking, Investment Management
Education
C.I.E.M.
College for Financial Planning
C.F.P., Financial Planning
DePaul University
M.A., Economics
FPA Conference Seminars
Georgia State University
B.B.A., Economics
Barbara M. Gilbert CFRE Barbara M. Gilbert CFRE's Wells Fargo Private Bank Experience January 2008 - May 2011
Job Janney Montgomery Scott LLC, Financial Advisor
Industry Investment Management
Experience
Janney Montgomery Scott LLC April 2014 - Present
Barbara M Gilbert Consulting September 2013 - April 2014
The Warner Companies August 2011 - September 2013
Wells Fargo Private Bank January 2008 - May 2011
Wachovia Wealth Management January 2008 - May 2010
Clark Capital Management Group December 2007 - February 2009
Commerce Bank November 2005 - January 2008
Bank of America, Private Bank September 2000 - November 2005
BMG and Associa., Capital Fundraising July 1999 - October 2002
The Haverford School August 1996 - July 1998
Skills
Public Speaking, Corporate Development, Capital Campaign Expert, Capital Campaign..., Comprehensive Wealth..., Credit, Sales, Wealth Management, Fundraising, Wealth Management..., Marketing, Investments, Strategic Planning, New Business Development, Banking, Estate Planning, Financial Services, Insurance, Mergers & Acquisitions, Leadership, Strategy, Asset Management, Nonprofits, Portfolio Management, Due Diligence, Event Management, Asset Allocation, Loans, Hedge Funds, Private Banking, Business Development, Financial Advisory, Management, Strategic Partnerships, High Net Worth..., Analysis, Wealth, Employee Benefits, Mortgage Lending, Finance, Entrepreneurship, Alternative Investments, Series 7, Risk Management, Financial Planning, Private Equity, Mutual Funds, Business Strategy, Funding, Equities
Education
Cannon Training 2004 — 2006
Certificate, Finance, Trusts
Barry University 1984 — 1986
Business
Bauder College 1971 — 1973
Associate of Arts (AA), Architecture and Related Services
The American College
CFP, CFP
Board Leadership Training 2014
IVY-FON
IVY-FON
JMS Team Leader Training/ Emotional Intelligence 2014
Villanova UniversityBusiness law
Janney Montgomery Scott LLC April 2014 - Present
Barbara M Gilbert Consulting September 2013 - April 2014
The Warner Companies August 2011 - September 2013
Wells Fargo Private Bank January 2008 - May 2011
Wachovia Wealth Management January 2008 - May 2010
Clark Capital Management Group December 2007 - February 2009
Commerce Bank November 2005 - January 2008
Bank of America, Private Bank September 2000 - November 2005
BMG and Associa., Capital Fundraising July 1999 - October 2002
The Haverford School August 1996 - July 1998
Skills
Public Speaking, Corporate Development, Capital Campaign Expert, Capital Campaign..., Comprehensive Wealth..., Credit, Sales, Wealth Management, Fundraising, Wealth Management..., Marketing, Investments, Strategic Planning, New Business Development, Banking, Estate Planning, Financial Services, Insurance, Mergers & Acquisitions, Leadership, Strategy, Asset Management, Nonprofits, Portfolio Management, Due Diligence, Event Management, Asset Allocation, Loans, Hedge Funds, Private Banking, Business Development, Financial Advisory, Management, Strategic Partnerships, High Net Worth..., Analysis, Wealth, Employee Benefits, Mortgage Lending, Finance, Entrepreneurship, Alternative Investments, Series 7, Risk Management, Financial Planning, Private Equity, Mutual Funds, Business Strategy, Funding, Equities
Education
Cannon Training 2004 — 2006
Certificate, Finance, Trusts
Barry University 1984 — 1986
Business
Bauder College 1971 — 1973
Associate of Arts (AA), Architecture and Related Services
The American College
CFP, CFP
Board Leadership Training 2014
IVY-FON
IVY-FON
JMS Team Leader Training/ Emotional Intelligence 2014
Villanova UniversityBusiness law
Skip Willauer, CFA, CFP, MBA's Wells Fargo Private Bank Experience August 2010 - May 2013
Job Global Asset Allocation Analysis, Strategy & Tactics
Industry Investment Management
Experience
Boston University May 2007 - Present
Investment Advisor Consulting October 2013 - June 2014
Wells Fargo Private Bank August 2010 - May 2013
Eaton Vance Management June 2003 - August 2010
Skip Willauer Sailing July 1976 - 2010
Hale and Dorr Capital Management November 1999 - June 2003
PNC Advisors April 1997 - November 1999
MasterCard October 1994 - April 1997
Pacific National Bank February 1992 - October 1994
Nantucket Insurance & Real Estate May 1986 - May 1988
Skills
Investments, Asset Allocation, Portfolio Management, Portfolio Managers, Investment Strategies, Chartered Financial..., Certified Financial..., Capital Markets Analysis, Portfolio Optimization, Investment Portfolio, Tactical Asset..., International Capital..., Global Tactical Asset..., Investment Theory, Investment Selection, Financial Markets, Planning Advice, Planning Software, Portfolio Assessment, Portfolio Risk, Security Analysis, Model Portfolio, Personal Budgeting, Yacht Racing, USCG Captain, Sailing, Small Boat Operations, Teaching Adults, Teaching, Risk Management, Fiduciary, Stock Research, Strategic Financial..., Mutual Funds, Investment Advisory, Alternative Investments, Finance, Wealth Management, Asset Management, Hedge Funds, Financial Advisory, Series 7, Fixed Income, Strategy
Education
CFA Institute 1999 — 2002
CFA, Chartered Financial Analyst
College for Financial Planning 1997 — 1998
CFP, Certified Financial Planning
United States Coast Guard 1993 — 1993
Licensed Captain, Master of Near-Coastal Sailing Vessels
Boston University - School of Management 1988 — 1990
MBA
American University - Kogod School of Business 1981 — 1985
BS, Business Administration, Marketing
Boston University May 2007 - Present
Investment Advisor Consulting October 2013 - June 2014
Wells Fargo Private Bank August 2010 - May 2013
Eaton Vance Management June 2003 - August 2010
Skip Willauer Sailing July 1976 - 2010
Hale and Dorr Capital Management November 1999 - June 2003
PNC Advisors April 1997 - November 1999
MasterCard October 1994 - April 1997
Pacific National Bank February 1992 - October 1994
Nantucket Insurance & Real Estate May 1986 - May 1988
Skills
Investments, Asset Allocation, Portfolio Management, Portfolio Managers, Investment Strategies, Chartered Financial..., Certified Financial..., Capital Markets Analysis, Portfolio Optimization, Investment Portfolio, Tactical Asset..., International Capital..., Global Tactical Asset..., Investment Theory, Investment Selection, Financial Markets, Planning Advice, Planning Software, Portfolio Assessment, Portfolio Risk, Security Analysis, Model Portfolio, Personal Budgeting, Yacht Racing, USCG Captain, Sailing, Small Boat Operations, Teaching Adults, Teaching, Risk Management, Fiduciary, Stock Research, Strategic Financial..., Mutual Funds, Investment Advisory, Alternative Investments, Finance, Wealth Management, Asset Management, Hedge Funds, Financial Advisory, Series 7, Fixed Income, Strategy
Education
CFA Institute 1999 — 2002
CFA, Chartered Financial Analyst
College for Financial Planning 1997 — 1998
CFP, Certified Financial Planning
United States Coast Guard 1993 — 1993
Licensed Captain, Master of Near-Coastal Sailing Vessels
Boston University - School of Management 1988 — 1990
MBA
American University - Kogod School of Business 1981 — 1985
BS, Business Administration, Marketing
Rian Weber, CFA's Wells Fargo Private Bank Experience March 2012 - March 2013
Job Senior Research Consultant at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments March 2013 - Present
Wells Fargo Private Bank March 2012 - March 2013
Principal Financial Group June 2007 - March 2012
Franklin Templeton Investments November 2006 - June 2007
Charles Schwab February 2005 - October 2006
JP Morgan November 2004 - February 2005
Etrade Financial June 2003 - October 2004
Skills
Mutual Funds, Asset Allocation, Equities, Investments, Portfolio Management, Finance, Securities, Financial Advisory, Retirement Planning, Alternative Investments, 401k, Wealth Management, Investment Advisory, Asset Managment, Retirement, Fixed Annuities, Fixed Income, Strategic Financial..., Investment Strategies, Bloomberg, Investment Management, Options, Morningstar
Education
California State University-Sacramento 2007 — 2010
MBA, Finance
Chadron State College 1999 — 2002
BA, Finance
Franklin Templeton Investments March 2013 - Present
Wells Fargo Private Bank March 2012 - March 2013
Principal Financial Group June 2007 - March 2012
Franklin Templeton Investments November 2006 - June 2007
Charles Schwab February 2005 - October 2006
JP Morgan November 2004 - February 2005
Etrade Financial June 2003 - October 2004
Skills
Mutual Funds, Asset Allocation, Equities, Investments, Portfolio Management, Finance, Securities, Financial Advisory, Retirement Planning, Alternative Investments, 401k, Wealth Management, Investment Advisory, Asset Managment, Retirement, Fixed Annuities, Fixed Income, Strategic Financial..., Investment Strategies, Bloomberg, Investment Management, Options, Morningstar
Education
California State University-Sacramento 2007 — 2010
MBA, Finance
Chadron State College 1999 — 2002
BA, Finance
Charlie York, CFA's Wells Fargo Private Bank Experience 2006 - 2011
Job Principal and Senior Client Advisor at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust 2014 - Present
Kogod School of Business, American University 2010 - Present
USO of Metropolitan Washington 2013 - 2015
U.S. Trust 2013 - 2014
U.S. Trust 2011 - 2014
Wells Fargo Private Bank 2006 - 2011
Skills
Portfolio Management, Wealth Management, Asset Allocation, Alternative Investments, Equities, Asset Managment, Mutual Funds, Equity Research, Hedge Funds, Investment Management, Investment Advisory, Asset Management, Wealth Management..., Investment Strategies, High Net Worth..., Bloomberg, Financial Modeling, Investments, Capital Markets, Securities, Fixed Income, Series 7
Education
Northwestern University - Kellogg School of Management
MBA
Cornell University
Deerfield Academy
Bessemer Trust 2014 - Present
Kogod School of Business, American University 2010 - Present
USO of Metropolitan Washington 2013 - 2015
U.S. Trust 2013 - 2014
U.S. Trust 2011 - 2014
Wells Fargo Private Bank 2006 - 2011
Skills
Portfolio Management, Wealth Management, Asset Allocation, Alternative Investments, Equities, Asset Managment, Mutual Funds, Equity Research, Hedge Funds, Investment Management, Investment Advisory, Asset Management, Wealth Management..., Investment Strategies, High Net Worth..., Bloomberg, Financial Modeling, Investments, Capital Markets, Securities, Fixed Income, Series 7
Education
Northwestern University - Kellogg School of Management
MBA
Cornell University
Deerfield Academy
Steve Swensen, CIMA's Wells Fargo Private Bank Experience June 2007 - Present
Job
Industry Investment Management
Experience
Wells Fargo Private Bank June 2007 - Present
Skills
Asset Managment, Equities, Equity Research, Equity Valuation, Economics, International Economics, Market Analysis, Financial Analysis, Financial Modeling, Investment Strategies, Asset Allocation, Alternative Investments, Private Equity, Managed Futures, Commodity Markets, Real Estate, Hedge Funds, Bonds, Fixed Income Analysis, Helping Clients Succeed, Strategic Thinking, Asset Management, Capital Markets
Education
London School of Economics and Political Science 2004 — 2005
MSc
Boston University Questrom School of Business 2001 — 2002
MS
Brigham Young University 1993 — 1997
BS
Wells Fargo Private Bank June 2007 - Present
Skills
Asset Managment, Equities, Equity Research, Equity Valuation, Economics, International Economics, Market Analysis, Financial Analysis, Financial Modeling, Investment Strategies, Asset Allocation, Alternative Investments, Private Equity, Managed Futures, Commodity Markets, Real Estate, Hedge Funds, Bonds, Fixed Income Analysis, Helping Clients Succeed, Strategic Thinking, Asset Management, Capital Markets
Education
London School of Economics and Political Science 2004 — 2005
MSc
Boston University Questrom School of Business 2001 — 2002
MS
Brigham Young University 1993 — 1997
BS
Emily High Daniels's Wells Fargo Private Bank Experience 2015 - 2015
Job
Industry Financial Services
Experience
Capital One Wealth and Asset Management 2015 - Present
Wells Fargo Private Bank 2015 - 2015
Wells Fargo Private Bank 2012 - 2015
Keel Point Advisors 2008 - 2012
Brighton Jones 2003 - 2008
King and Spalding 2000 - 2003
Education
Columbia Law School
JD
Hampton University
BA, English Arts
Capital One Wealth and Asset Management 2015 - Present
Wells Fargo Private Bank 2015 - 2015
Wells Fargo Private Bank 2012 - 2015
Keel Point Advisors 2008 - 2012
Brighton Jones 2003 - 2008
King and Spalding 2000 - 2003
Education
Columbia Law School
JD
Hampton University
BA, English Arts
Anthony Custodio's Wells Fargo Private Bank Experience July 2002 - November 2006
Job Private Wealth Advisor with Merrill Lynch Private Banking and Investment Group
Industry Investment Management
Experience
Merrill Lynch Private Banking and Investment Group November 2006 - Present
Wells Fargo Private Bank July 2002 - November 2006
Robertson Stephens 2001 - 2002
mPower Advisors, LLC 1997 - 2001
Franklin Templeton Investments 1994 - 1997
Skills
Investments, Asset Allocation, Investment Advisory, Risk Management, Financial Advisory, Wealth Management..., High Net Worth..., Alternative Investments, Emerging Markets, Investment Banking, Investment Management, Portfolio Management, Strategy
Education
Santa Clara University 1997 — 1999
MBA, Finance
California Polytechnic State University-San Luis Obispo 1990 — 1994
Bachelor of Science (B.S.), Business Administration/Finance
Merrill Lynch Private Banking and Investment Group November 2006 - Present
Wells Fargo Private Bank July 2002 - November 2006
Robertson Stephens 2001 - 2002
mPower Advisors, LLC 1997 - 2001
Franklin Templeton Investments 1994 - 1997
Skills
Investments, Asset Allocation, Investment Advisory, Risk Management, Financial Advisory, Wealth Management..., High Net Worth..., Alternative Investments, Emerging Markets, Investment Banking, Investment Management, Portfolio Management, Strategy
Education
Santa Clara University 1997 — 1999
MBA, Finance
California Polytechnic State University-San Luis Obispo 1990 — 1994
Bachelor of Science (B.S.), Business Administration/Finance
Dan Schlesing, CFP ®'s Wells Fargo Private Bank Experience October 2002 - April 2013
Job Senior Wealth Planner at Fifth Third Private Bank
Industry Financial Services
Experience
Fifth Third Bank April 2013 - Present
Wells Fargo Private Bank October 2002 - April 2013
Skills
Wealth Management, Strategic Financial..., Asset Allocation, Retirement Planning, Estate Planning, Wealth Management..., High Net Worth..., Investment Management, Risk Management, Life Insurance, Succession Planning, Trust Management, Finance, Financial Planning, Investment Advisory, Wealth
Education
Campbell University 1999 — 2002
Fifth Third Bank April 2013 - Present
Wells Fargo Private Bank October 2002 - April 2013
Skills
Wealth Management, Strategic Financial..., Asset Allocation, Retirement Planning, Estate Planning, Wealth Management..., High Net Worth..., Investment Management, Risk Management, Life Insurance, Succession Planning, Trust Management, Finance, Financial Planning, Investment Advisory, Wealth
Education
Campbell University 1999 — 2002
Marge Clements's Wells Fargo Private Bank Experience July 2010 - Present
Job Credit Associate II at Wells Fargo
Industry Banking
Experience
Wells Fargo Private Bank July 2010 - Present
Wachovia, A Wells Fargo Company August 2004 - July 2010
Wells Fargo Home Mortgage November 2002 - August 2004
First Union Home Equity Bank/Wachovia January 1999 - May 2002
Chick-fil-A September 1998 - March 2001
Brittany Woods Apartments January 1990 - August 1999
Skills
Analysis, Administration, Team Building, Customer Service, Languages, Lotus Notes, Microsoft Office, Outlook, Organizing, PowerPoint, Quality, Research, Spanish, Problem Solving, Teaching, Underwriting, Writing, Word, Excel, Fraud, English, Customer Relations, Teamwork, Editing, Scheduling, Data Entry, Budgeting, Documentation, Time Management, Telephone Skills, Supervisory Skills, Administrative Support, Process Scheduler, Software Documentation, Microsoft Excel, Microsoft Word, Banking, Marketing, Credit, Portfolio Management, Finance, Real Estate, Data Analysis, Risk Management, Commercial Lending, Budgets, Consumer Lending, Mortgage Banking, Credit Analysis, Financial Analysis
Education
Central Piedmont Community College 2008 — 2012
Associate in Applied Science, Paralegal Technology
William Howard Taft High School 1970 — 1974
General, Spanish
James Monroe Elementary 1962 — 1970
General, General Studies
Wells Fargo Private Bank July 2010 - Present
Wachovia, A Wells Fargo Company August 2004 - July 2010
Wells Fargo Home Mortgage November 2002 - August 2004
First Union Home Equity Bank/Wachovia January 1999 - May 2002
Chick-fil-A September 1998 - March 2001
Brittany Woods Apartments January 1990 - August 1999
Skills
Analysis, Administration, Team Building, Customer Service, Languages, Lotus Notes, Microsoft Office, Outlook, Organizing, PowerPoint, Quality, Research, Spanish, Problem Solving, Teaching, Underwriting, Writing, Word, Excel, Fraud, English, Customer Relations, Teamwork, Editing, Scheduling, Data Entry, Budgeting, Documentation, Time Management, Telephone Skills, Supervisory Skills, Administrative Support, Process Scheduler, Software Documentation, Microsoft Excel, Microsoft Word, Banking, Marketing, Credit, Portfolio Management, Finance, Real Estate, Data Analysis, Risk Management, Commercial Lending, Budgets, Consumer Lending, Mortgage Banking, Credit Analysis, Financial Analysis
Education
Central Piedmont Community College 2008 — 2012
Associate in Applied Science, Paralegal Technology
William Howard Taft High School 1970 — 1974
General, Spanish
James Monroe Elementary 1962 — 1970
General, General Studies
M. Brian Nash's Wells Fargo Private Bank Experience October 2003 - October 2009
Job Vice President at US Bank Private Client Reserve
Industry Financial Services
Experience
US Bank - Private Client Reserve November 2009 - 2012
Wells Fargo Private Bank October 2003 - October 2009
Wells Fargo Bank October 2003 - October 2009
US Trust Company 2000 - 2003
Skills
Wealth Management, Investments, Portfolio Management, Private Banking, Asset Managment, Asset Allocation, Credit, Banking, Investment Advisory, Series 7, Mortgage Lending, Asset Management, Financial Analysis, Wealth Management..., Loans, Mutual Funds, Equities
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1993 — 1995
University of California, San Diego 1985 — 1990
BA, Economics
US Bank - Private Client Reserve November 2009 - 2012
Wells Fargo Private Bank October 2003 - October 2009
Wells Fargo Bank October 2003 - October 2009
US Trust Company 2000 - 2003
Skills
Wealth Management, Investments, Portfolio Management, Private Banking, Asset Managment, Asset Allocation, Credit, Banking, Investment Advisory, Series 7, Mortgage Lending, Asset Management, Financial Analysis, Wealth Management..., Loans, Mutual Funds, Equities
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1993 — 1995
University of California, San Diego 1985 — 1990
BA, Economics
Greg Yank's Wells Fargo Private Bank Experience June 2001 - Present
Job VP Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo Private Bank June 2001 - Present
Skills
Loans, Mortgage, Wealth Management, Credit, Banking
Education
Doane College 1983 — 1987
Wells Fargo Private Bank June 2001 - Present
Skills
Loans, Mortgage, Wealth Management, Credit, Banking
Education
Doane College 1983 — 1987
Boris Gluzberg's Wells Fargo Private Bank Experience September 2008 - May 2011
Job Senior Vice President, Entertainment Division at City National Bank
Industry Banking
Experience
City National Bank May 2011 - Present
Wells Fargo Private Bank September 2008 - May 2011
BNY Mellon December 2004 - October 2008
Citi Group November 1998 - December 2004
Dean Witter Reynolds Inc. November 1996 - December 1998
Merrill Lynch November 1994 - November 1996
Bear Stearns June 1992 - November 1994
Education
City University of New York-Brooklyn College 1988 — 1994
English, Economics
City National Bank May 2011 - Present
Wells Fargo Private Bank September 2008 - May 2011
BNY Mellon December 2004 - October 2008
Citi Group November 1998 - December 2004
Dean Witter Reynolds Inc. November 1996 - December 1998
Merrill Lynch November 1994 - November 1996
Bear Stearns June 1992 - November 1994
Education
City University of New York-Brooklyn College 1988 — 1994
English, Economics
Lori Nguyen's Wells Fargo Private Bank Experience 1999 - 2003
Job Vice President, Meeting & Event Manager
Industry Banking
Experience
Wells Fargo Bank May 2007 - Present
Wells Fargo Bank April 2003 - May 2007
Wells Fargo Private Bank 1999 - 2003
Education
California State University-Los Angeles
Bachelor of Science (BS), Business Administration and Management, General
Wells Fargo Bank May 2007 - Present
Wells Fargo Bank April 2003 - May 2007
Wells Fargo Private Bank 1999 - 2003
Education
California State University-Los Angeles
Bachelor of Science (BS), Business Administration and Management, General
Alexander Kahn's Wells Fargo Private Bank Experience February 2015 - Present
Job Partner at The Law Office of Alexander E. Kahn, LLC
Industry Law Practice
Experience
Wells Fargo Private Bank February 2015 - Present
The Law Office of Alexander E. Kahn, LLC October 2009 - Present
Moore Colson December 2004 - January 2010
Alexander E. Kahn & Assoc. PC November 2003 - January 2005
The Ayco Company September 1998 - January 2004
Skills
High Net Worth..., Estate Planning, Corporate Law, Strategic Planning, Tax Law, Financial Analysis, Trusts, Business Planning, Finance, Asset Managment, Income Tax, Small Business, Wealth Management, Estate Tax Planning, Tax, Corporate Tax, Wills
Education
Quinnipiac University School of Law 1995 — 1998
JD, Law
Arizona State University 1990 — 1994
Burnt Hills - Ballston Lake High School 1986 — 1990
Wells Fargo Private Bank February 2015 - Present
The Law Office of Alexander E. Kahn, LLC October 2009 - Present
Moore Colson December 2004 - January 2010
Alexander E. Kahn & Assoc. PC November 2003 - January 2005
The Ayco Company September 1998 - January 2004
Skills
High Net Worth..., Estate Planning, Corporate Law, Strategic Planning, Tax Law, Financial Analysis, Trusts, Business Planning, Finance, Asset Managment, Income Tax, Small Business, Wealth Management, Estate Tax Planning, Tax, Corporate Tax, Wills
Education
Quinnipiac University School of Law 1995 — 1998
JD, Law
Arizona State University 1990 — 1994
Burnt Hills - Ballston Lake High School 1986 — 1990
Drew Stanford's Wells Fargo Private Bank Experience April 2000 - September 2011
Job Trust & Estate AttorneyBentler Mulder, LLP and Estate Strategist/Independent ConsultantBel Air Investment Advisors
Industry Law Practice
Experience
Bentler Mulder, LLP May 2012 - Present
Bel Air Investment Advisors May 2012 - Present
Wells Fargo Private Bank April 2000 - September 2011
Merrill Lynch November 1993 - March 2000
Barton, Klugman & Oetting LLP September 1988 - October 1993
Donnelly, Clark, Chase & Smiland August 1987 - August 1988
United States Tax Court August 1985 - August 1986
Skills
Attorney, Estate Planning, Wealth Management, Strategic Financial..., Wealth Management..., Investments, Retirement Planning, Series 7, Series 63
Education
Pepperdine University School of Law 1983 — 1985
Juris Doctor, Law
California State University-Fullerton 1978 — 1983
Bachelor of Arts (B.A.), Business
Bentler Mulder, LLP May 2012 - Present
Bel Air Investment Advisors May 2012 - Present
Wells Fargo Private Bank April 2000 - September 2011
Merrill Lynch November 1993 - March 2000
Barton, Klugman & Oetting LLP September 1988 - October 1993
Donnelly, Clark, Chase & Smiland August 1987 - August 1988
United States Tax Court August 1985 - August 1986
Skills
Attorney, Estate Planning, Wealth Management, Strategic Financial..., Wealth Management..., Investments, Retirement Planning, Series 7, Series 63
Education
Pepperdine University School of Law 1983 — 1985
Juris Doctor, Law
California State University-Fullerton 1978 — 1983
Bachelor of Arts (B.A.), Business
Jon Kircher's Wells Fargo Private Bank Experience October 2000 - Present
Job Vice President & Senior Private Banker
Industry Financial Services
Experience
Wells Fargo Private Bank October 2000 - Present
Skills
Loans, Strategic Financial..., Portfolio Management, Credit, Finance, •Possess Securities..., Asset Management, Financial Analysis, Leadership, Banking, Wealth Management, Investments, Cash Management
Education
Concordia College 1993 — 1997
Bachelor of Arts (B.A.), History, Business & Office Administration
Wells Fargo Private Bank October 2000 - Present
Skills
Loans, Strategic Financial..., Portfolio Management, Credit, Finance, •Possess Securities..., Asset Management, Financial Analysis, Leadership, Banking, Wealth Management, Investments, Cash Management
Education
Concordia College 1993 — 1997
Bachelor of Arts (B.A.), History, Business & Office Administration
Mark Ambrose's Wells Fargo Private Bank Experience December 2014 - Present
Job Senior Vice President & Senior Investment Strategist at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank December 2014 - Present
U.S. Trust - Bank of America Private Wealth Management March 2013 - December 2014
JP Morgan April 2009 - March 2013
Deutsche Bank Private Wealth Management April 2007 - April 2009
Citigroup Private Bank March 2005 - April 2007
United States Army Reserve May 1995 - July 2005
Bank of the West July 2001 - March 2005
Citigroup August 1998 - April 2001
US Army May 1992 - May 1995
Skills
Private Banking, Wealth Management..., Series 7, Equities, Alternative Investments, Investments, Portfolio Management, Wealth Management, Investment Banking, Capital Markets, Private Equity, Asset Managment, Series 63, Valuation, Fixed Income
Education
Columbia University - Columbia Business School 1996 — 1998
Master of Business Administration (MBA), Finance, General
Columbia University - School of International and Public Affairs 1995 — 1998
MIA, Russian Area Studies
United States Military Academy at West Point 1988 — 1992
B.S., Russian and French
Brother Rice High School 1984 — 1988
Wells Fargo Private Bank December 2014 - Present
U.S. Trust - Bank of America Private Wealth Management March 2013 - December 2014
JP Morgan April 2009 - March 2013
Deutsche Bank Private Wealth Management April 2007 - April 2009
Citigroup Private Bank March 2005 - April 2007
United States Army Reserve May 1995 - July 2005
Bank of the West July 2001 - March 2005
Citigroup August 1998 - April 2001
US Army May 1992 - May 1995
Skills
Private Banking, Wealth Management..., Series 7, Equities, Alternative Investments, Investments, Portfolio Management, Wealth Management, Investment Banking, Capital Markets, Private Equity, Asset Managment, Series 63, Valuation, Fixed Income
Education
Columbia University - Columbia Business School 1996 — 1998
Master of Business Administration (MBA), Finance, General
Columbia University - School of International and Public Affairs 1995 — 1998
MIA, Russian Area Studies
United States Military Academy at West Point 1988 — 1992
B.S., Russian and French
Brother Rice High School 1984 — 1988
Abraxas Adams's Wells Fargo Private Bank Experience 2005 - March 2011
Job Director of Technology and Design at Parsemus Foundation
Industry Broadcast Media
Experience
Parsemus Foundation March 2011 - Present
Wells Fargo Private Bank 2005 - March 2011
Artisan Creative Staffing 2005 - 2005
LeapFrog Educational Toys 2002 - 2005
Pacificlaundry Design 2000 - 2002
eHow 1997 - 2000
Winterland Productions 1994 - 1997
Skills
Project Management Tools, Creative Problem Solving, Concept Mapping, Creative Direction, Packaging, Graphic Design, Interaction Design, User Experience, Advertising, Graphics, E-commerce, Adobe Creative Suite, Product Development, Art Direction, Web Design, User Interface Design, Strategy, Flash, Brand Management, User Interface
Education
San Francisco State University 2005 — 2009
BA, Electronic Communication Arts, 4.0
Computer Arts Institute 1998 — 1999
Certification, Multimedia for the Internet
Boston University 1987 — 1988
Certification, Business Accounting
Walpole High
Diploma, French, Chemistry Emphasis
Parsemus Foundation March 2011 - Present
Wells Fargo Private Bank 2005 - March 2011
Artisan Creative Staffing 2005 - 2005
LeapFrog Educational Toys 2002 - 2005
Pacificlaundry Design 2000 - 2002
eHow 1997 - 2000
Winterland Productions 1994 - 1997
Skills
Project Management Tools, Creative Problem Solving, Concept Mapping, Creative Direction, Packaging, Graphic Design, Interaction Design, User Experience, Advertising, Graphics, E-commerce, Adobe Creative Suite, Product Development, Art Direction, Web Design, User Interface Design, Strategy, Flash, Brand Management, User Interface
Education
San Francisco State University 2005 — 2009
BA, Electronic Communication Arts, 4.0
Computer Arts Institute 1998 — 1999
Certification, Multimedia for the Internet
Boston University 1987 — 1988
Certification, Business Accounting
Walpole High
Diploma, French, Chemistry Emphasis
Melissa Lader Barnhardt's Wells Fargo Private Bank Experience August 2010 - Present
Job SVP & Senior Trust Fiduciary Specialist
Industry Banking
Experience
Wells Fargo Private Bank August 2010 - Present
University of Miami School of Law January 2012 - December 2013
SunTrust Bank, Private Wealth Management 2001 - August 2010
Wildman Harrold Allen & Dixon April 2001 - August 2001
Skills
Estate Planning, Probate, Trusts, Wealth Transfer Planning, High Net Worth..., Wealth Management, Special Needs Planning, Elder Law, Guardianship, Child Advocacy, Special Education, Wealth, Estate Administration, Estate Tax Planning, Long-term Care, Small Business, Asset Protection, Litigation, Wills, Finance, Employee Benefits, Financial Advisory, Retirement Planning, Tax Law, Strategic Financial..., Retirement, Financial Planning, Public Speaking, Banking
Education
DePaul University College of Law 1992 — 1994
LL.M., Health Law
The John Marshall Law School 1988 — 1991
J.D., Law
University of South Florida 1985 — 1988
BA
Wells Fargo Private Bank August 2010 - Present
University of Miami School of Law January 2012 - December 2013
SunTrust Bank, Private Wealth Management 2001 - August 2010
Wildman Harrold Allen & Dixon April 2001 - August 2001
Skills
Estate Planning, Probate, Trusts, Wealth Transfer Planning, High Net Worth..., Wealth Management, Special Needs Planning, Elder Law, Guardianship, Child Advocacy, Special Education, Wealth, Estate Administration, Estate Tax Planning, Long-term Care, Small Business, Asset Protection, Litigation, Wills, Finance, Employee Benefits, Financial Advisory, Retirement Planning, Tax Law, Strategic Financial..., Retirement, Financial Planning, Public Speaking, Banking
Education
DePaul University College of Law 1992 — 1994
LL.M., Health Law
The John Marshall Law School 1988 — 1991
J.D., Law
University of South Florida 1985 — 1988
BA
Bill Ring's Wells Fargo Private Bank Experience 1987 - 1993
Job Senior Vice President and Regional Director at Capital Group Private Client Services
Industry Investment Management
Experience
Capital Group Private Client Services 1999 - Present
Robertson Stephens Investment Management 1995 - 1999
Wells Fargo Trust Company 1993 - 1995
Wells Fargo Private Bank 1987 - 1993
San Francisco 49ers 1981 - 1987
Pollock Financial Group 1985 - 1986
Dean Witter Reynolds 1983 - 1984
Education
Brigham Young University
Bachelor of Business Administration (BBA), Finance
Capital Group Private Client Services 1999 - Present
Robertson Stephens Investment Management 1995 - 1999
Wells Fargo Trust Company 1993 - 1995
Wells Fargo Private Bank 1987 - 1993
San Francisco 49ers 1981 - 1987
Pollock Financial Group 1985 - 1986
Dean Witter Reynolds 1983 - 1984
Education
Brigham Young University
Bachelor of Business Administration (BBA), Finance
Jennifer Montello-Romano's Wells Fargo Private Bank Experience October 2006 - Present
Job Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo Private Bank October 2006 - Present
JPMorgan Chase 2000 - 2008
Education
City University of New York-College of Staten Island 1992 — 1998
BS, Communications
Wells Fargo Private Bank October 2006 - Present
JPMorgan Chase 2000 - 2008
Education
City University of New York-College of Staten Island 1992 — 1998
BS, Communications
Carrie Vilaplana's Wells Fargo Private Bank Experience January 2006 - Present
Job VP, Senior Private Banker with Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Private Bank January 2006 - Present
Wedbush Morgan Securities September 2004 - January 2006
Lehman Brothers 2001 - 2004
Skills
Credit, Wealth Management, Series 7, Loans, Banking, Credit Analysis, Mortgage Lending
Education
Amherst College 1997 — 2001
BA, Law, Jurisprudence and Social Thought
Wells Fargo Private Bank January 2006 - Present
Wedbush Morgan Securities September 2004 - January 2006
Lehman Brothers 2001 - 2004
Skills
Credit, Wealth Management, Series 7, Loans, Banking, Credit Analysis, Mortgage Lending
Education
Amherst College 1997 — 2001
BA, Law, Jurisprudence and Social Thought
Irene Reiss-Marom's Wells Fargo Private Bank Experience February 2011 - September 2014
Job Private Banker for Wells Fargo Private Bank and Wealth Advisory Services
Industry Financial Services
Experience
Wells Fargo Private Bank February 2011 - September 2014
Marom Consulting Services January 2003 - May 2011
Jamison Prince Asset Management October 2001 - December 2002
Paine Webber, Inc. April 1997 - December 1999
Munder Capital Management April 1990 - April 1997
Prudential Securities 1985 - 1990
Skills
Financial Advisory, Investment Advisory, Asset Managment, Retail Banking, New Business Development, Marketing, Training and Coaching, Asset Management, Alternative Investments, Securities, Investment Management, Fixed Income, Equities, Mutual Funds, Financial Services, Investment Strategies, Separately Managed..., Portfolio Management, Marketing Strategy, Investments, Start-ups, Business Development, Finance, Due Diligence, Strategic Planning, Wealth Management, Series 7, Asset Allocation
Education
Binghamton University
Wells Fargo Private Bank February 2011 - September 2014
Marom Consulting Services January 2003 - May 2011
Jamison Prince Asset Management October 2001 - December 2002
Paine Webber, Inc. April 1997 - December 1999
Munder Capital Management April 1990 - April 1997
Prudential Securities 1985 - 1990
Skills
Financial Advisory, Investment Advisory, Asset Managment, Retail Banking, New Business Development, Marketing, Training and Coaching, Asset Management, Alternative Investments, Securities, Investment Management, Fixed Income, Equities, Mutual Funds, Financial Services, Investment Strategies, Separately Managed..., Portfolio Management, Marketing Strategy, Investments, Start-ups, Business Development, Finance, Due Diligence, Strategic Planning, Wealth Management, Series 7, Asset Allocation
Education
Binghamton University
Steven Wheelock's Wells Fargo Private Bank Experience February 2004 - Present
Job Private Banker at Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo Private Bank February 2004 - Present
Skills
Investments, Wealth Management
Education
California Lutheran University 2006 — 2008
MBA, Financial Planning
Clark University 1996 — 2001
Wells Fargo Private Bank February 2004 - Present
Skills
Investments, Wealth Management
Education
California Lutheran University 2006 — 2008
MBA, Financial Planning
Clark University 1996 — 2001
Brad Andersen's Wells Fargo Private Bank Experience 1995 - Present
Job Senior Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo Private Bank 1995 - Present
CB Richard Ellis 1986 - 1995
Skills
Commercial Mortgages, Loans, Real Estate Economics, Mortgage Lending, Real Estate Transactions, Financial Services, Investment Properties, Real Estate, Estate Planning, Banking, Strategic Financial..., Real Estate Financing, Commercial Banking, Real Estate Development, Financial Advisory, Property, Commercial Real Estate, Valuation, Financial Analysis, Underwriting, Lines Of Credit, Commercial Lending, Sales, Small Business, High Net Worth..., Credit, Mortgage Banking, Portfolio Management, Financial Modeling, Negotiation, Wealth, Credit Analysis, Finance, Leases
Education
Brigham Young University 1979 — 1984
BS, Business Management and Finance
Wells Fargo Private Bank 1995 - Present
CB Richard Ellis 1986 - 1995
Skills
Commercial Mortgages, Loans, Real Estate Economics, Mortgage Lending, Real Estate Transactions, Financial Services, Investment Properties, Real Estate, Estate Planning, Banking, Strategic Financial..., Real Estate Financing, Commercial Banking, Real Estate Development, Financial Advisory, Property, Commercial Real Estate, Valuation, Financial Analysis, Underwriting, Lines Of Credit, Commercial Lending, Sales, Small Business, High Net Worth..., Credit, Mortgage Banking, Portfolio Management, Financial Modeling, Negotiation, Wealth, Credit Analysis, Finance, Leases
Education
Brigham Young University 1979 — 1984
BS, Business Management and Finance
Alyssa Goldstein's Wells Fargo Private Bank Experience September 2014 - Present
Job Private Banker, AVP at Wells Fargo
Industry Banking
Experience
Wells Fargo Private Bank September 2014 - Present
Wells Fargo Private Bank October 2010 - September 2014
State Street July 2007 - October 2010
Investors Bank & Trust September 2006 - June 2007
Skills
Fixed Income, Equities, Bloomberg, Portfolio Management, Mutual Funds, Securities, Wealth Management, Hedge Funds, Investments, Financial Services, Asset Management, Credit, Banking, Alternative Investments, Financial Analysis
Education
Boston University 2002 — 2006
Bachelor's Degree, Political Science and Government
Wells Fargo Private Bank September 2014 - Present
Wells Fargo Private Bank October 2010 - September 2014
State Street July 2007 - October 2010
Investors Bank & Trust September 2006 - June 2007
Skills
Fixed Income, Equities, Bloomberg, Portfolio Management, Mutual Funds, Securities, Wealth Management, Hedge Funds, Investments, Financial Services, Asset Management, Credit, Banking, Alternative Investments, Financial Analysis
Education
Boston University 2002 — 2006
Bachelor's Degree, Political Science and Government
Tim Z. Murray's Wells Fargo Private Bank Experience December 2007 - July 2012
Job Executive Director, Banker at J.P. Morgan Private Bank
Industry Real Estate
Experience
J.P. Morgan Private Bank October 2013 - Present
Epilepsy Foundation of Colorado 2009 - Present
FrontRange Capital Partners July 2012 - October 2013
Wells Fargo Private Bank December 2007 - July 2012
Thomson Healthcare April 1998 - December 2006
InterZine Productions 1995 - 1998
Skills
New Business Development, Strategic Planning, Strategic Partnerships, Mergers, Business Strategy, Business Development, Marketing Strategy, Product Management, Executive Management, Financial Analysis, Sales Management, Market Research, Entrepreneurship, Marketing, Analytics, Competitive Analysis, Account Management, Cross-functional Team..., Strategy, SaaS, Product Marketing, Mergers & Acquisitions, Start-ups, Private Equity, Fundraising, Management Consulting, CRM, Business Planning
Education
Harvard Business School 1989 — 1991
MBA, Marketing
Brigham Young University 1983 — 1986
BA, BS, Spanish, International Relations
J.P. Morgan Private Bank October 2013 - Present
Epilepsy Foundation of Colorado 2009 - Present
FrontRange Capital Partners July 2012 - October 2013
Wells Fargo Private Bank December 2007 - July 2012
Thomson Healthcare April 1998 - December 2006
InterZine Productions 1995 - 1998
Skills
New Business Development, Strategic Planning, Strategic Partnerships, Mergers, Business Strategy, Business Development, Marketing Strategy, Product Management, Executive Management, Financial Analysis, Sales Management, Market Research, Entrepreneurship, Marketing, Analytics, Competitive Analysis, Account Management, Cross-functional Team..., Strategy, SaaS, Product Marketing, Mergers & Acquisitions, Start-ups, Private Equity, Fundraising, Management Consulting, CRM, Business Planning
Education
Harvard Business School 1989 — 1991
MBA, Marketing
Brigham Young University 1983 — 1986
BA, BS, Spanish, International Relations
Darrell Cronk CFA's Wells Fargo Private Bank Experience May 2014 - December 2014
Job President Wells Fargo Investment Institute and Chief Investment Officer of Wells Fargo Wealth Brokerage & Retirement
Industry Investment Management
Experience
Wells Fargo Private Bank May 2014 - December 2014
Wells Fargo Private Bank June 2011 - May 2014
Wells Fargo Private Bank December 2006 - June 2011
Wells Fargo Private Bank December 2000 - November 2006
Wells Fargo Private Bank December 1992 - November 2000
Skills
Asset Allocation
Education
Boston University
MS, Finance
Iowa State University - College of Business
BS, Finance
North Polk High School
Wells Fargo Private Bank May 2014 - December 2014
Wells Fargo Private Bank June 2011 - May 2014
Wells Fargo Private Bank December 2006 - June 2011
Wells Fargo Private Bank December 2000 - November 2006
Wells Fargo Private Bank December 1992 - November 2000
Skills
Asset Allocation
Education
Boston University
MS, Finance
Iowa State University - College of Business
BS, Finance
North Polk High School
Channing Ekstrand's Wells Fargo Private Bank Experience 2008 - 2010
Job Sales/Marketing/Advertising
Industry Marketing and Advertising
Experience
Los Angeles Center Studios 2011 - 2012
Los Angeles Center Studios 2010 - 2011
Wells Fargo Private Bank 2008 - 2010
Bravo TV (NBC Universal) 2007 - 2007
Bravo TV (NBC Universal) 2006 - 2007
Bravo TV (NBC Universal) 2006 - 2006
Education
California State University-Northridge 2003 — 2007
Bachelor of Arts (B.A.), Electronic Media Management - Cinema and Television Arts
Los Angeles Center Studios 2011 - 2012
Los Angeles Center Studios 2010 - 2011
Wells Fargo Private Bank 2008 - 2010
Bravo TV (NBC Universal) 2007 - 2007
Bravo TV (NBC Universal) 2006 - 2007
Bravo TV (NBC Universal) 2006 - 2006
Education
California State University-Northridge 2003 — 2007
Bachelor of Arts (B.A.), Electronic Media Management - Cinema and Television Arts
Eric Lutz's Wells Fargo Private Bank Experience January 2013 - Present
Job Regional Manager at Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo Private Bank January 2013 - Present
Fieldpoint Private Bank & Trust April 2008 - December 2012
Key Private Bank September 2006 - March 2008
Webster Financial Advisors - Webster Bank October 2001 - September 2006
Skills
Credit, Wealth Management, Private Banking, Restructuring, Succession Planning
Education
Brown University 1979 — 1983
BA -Economics, Economics, English
Wells Fargo Private Bank January 2013 - Present
Fieldpoint Private Bank & Trust April 2008 - December 2012
Key Private Bank September 2006 - March 2008
Webster Financial Advisors - Webster Bank October 2001 - September 2006
Skills
Credit, Wealth Management, Private Banking, Restructuring, Succession Planning
Education
Brown University 1979 — 1983
BA -Economics, Economics, English
Lisa Roberts's Wells Fargo Private Bank Experience May 2004 - November 2007
Job Managing Director, Head of Northern California at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank May 2010 - Present
Bank of America December 2007 - May 2010
Wells Fargo Private Bank May 2004 - November 2007
Wells Fargo Private Bank 2000 - 2004
Bank One 1993 - 2000
National City Bank 1990 - 1993
Skills
Wealth Management, Finance, Strategic Financial..., Series 7, Wealth Management..., Portfolio Management, Asset Management, Asset Allocation, Hedge Funds, Mutual Funds, Investment Management, Equities, Securities, Private Banking, Alternative Investments
Education
Capital University 1990 — 1992
MBA
Indiana University Bloomington 1984 — 1988
BS, Finance
Citi Private Bank May 2010 - Present
Bank of America December 2007 - May 2010
Wells Fargo Private Bank May 2004 - November 2007
Wells Fargo Private Bank 2000 - 2004
Bank One 1993 - 2000
National City Bank 1990 - 1993
Skills
Wealth Management, Finance, Strategic Financial..., Series 7, Wealth Management..., Portfolio Management, Asset Management, Asset Allocation, Hedge Funds, Mutual Funds, Investment Management, Equities, Securities, Private Banking, Alternative Investments
Education
Capital University 1990 — 1992
MBA
Indiana University Bloomington 1984 — 1988
BS, Finance
Robert Maund's Wells Fargo Private Bank Experience January 2009 - January 2011
Job Senior Director, Eastern U.S. Markets Abbot Downing (a Wells Fargo business)
Industry Investment Management
Experience
Abbot Downing, a Wells Fargo business January 2011 - Present
Wells Fargo Private Bank January 2009 - January 2011
Wachovia, A Wells Fargo Company December 2004 - January 2009
PNC June 2000 - November 2004
First Union National Bank September 1987 - June 2000
Skills
Wealth Management, Portfolio Management, Series 7, Investments, Credit, Banking, Loans, Asset Allocation, Asset Managment, Commercial Lending, Commercial Banking, Strategic Financial..., Credit Analysis, Corporate Finance, Underwriting, Investment Advisory, Investment Banking, Equities, Retirement Planning, Capital Markets
Education
Auburn University 1983 — 1987
Bachelor’s Degree, Business Administration
Westside High School, Augusta, GA 1980 — 1983
Abbot Downing, a Wells Fargo business January 2011 - Present
Wells Fargo Private Bank January 2009 - January 2011
Wachovia, A Wells Fargo Company December 2004 - January 2009
PNC June 2000 - November 2004
First Union National Bank September 1987 - June 2000
Skills
Wealth Management, Portfolio Management, Series 7, Investments, Credit, Banking, Loans, Asset Allocation, Asset Managment, Commercial Lending, Commercial Banking, Strategic Financial..., Credit Analysis, Corporate Finance, Underwriting, Investment Advisory, Investment Banking, Equities, Retirement Planning, Capital Markets
Education
Auburn University 1983 — 1987
Bachelor’s Degree, Business Administration
Westside High School, Augusta, GA 1980 — 1983
Debra Mele-Blanchard's Wells Fargo Private Bank Experience April 2014 - Present
Job Wealth Advisor at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank April 2014 - Present
Women's Leadership Council, United Way of Southern Nevada, Co-Chair Emeritus July 2012 - Present
Opportunity Village January 2012 - Present
BNY Mellon Wealth Management February 2009 - April 2014
Mutual of Omaha Bank-Wealth Management Division November 2007 - February 2009
Prudential Financial 2002 - 2006
Sentry Insurance 1996 - 2002
Skills
Wealth Management, Investments, Retirement Planning, Insurance, Investment Management, Wealth, Family Office, Estate Planning, Program Management, Strategic Planning, Private Banking, High Net Worth..., Mutual Funds, Trust Services, Wealth Management..., Alternative Investments, Life Insurance, Portfolio Management, Leadership, Securities, Retirement, Asset Allocation, Financial Services, Investment Strategies, Asset Management, Series 7, Investment Advisory, 401k, Strategic Financial..., Financial Planners, Financial Advisory, FINRA, Funding, Private Equity, Wealth Preservation..., Financial Planning
Education
Cleveland State University
University of Nevada-Las Vegas
Wells Fargo Private Bank April 2014 - Present
Women's Leadership Council, United Way of Southern Nevada, Co-Chair Emeritus July 2012 - Present
Opportunity Village January 2012 - Present
BNY Mellon Wealth Management February 2009 - April 2014
Mutual of Omaha Bank-Wealth Management Division November 2007 - February 2009
Prudential Financial 2002 - 2006
Sentry Insurance 1996 - 2002
Skills
Wealth Management, Investments, Retirement Planning, Insurance, Investment Management, Wealth, Family Office, Estate Planning, Program Management, Strategic Planning, Private Banking, High Net Worth..., Mutual Funds, Trust Services, Wealth Management..., Alternative Investments, Life Insurance, Portfolio Management, Leadership, Securities, Retirement, Asset Allocation, Financial Services, Investment Strategies, Asset Management, Series 7, Investment Advisory, 401k, Strategic Financial..., Financial Planners, Financial Advisory, FINRA, Funding, Private Equity, Wealth Preservation..., Financial Planning
Education
Cleveland State University
University of Nevada-Las Vegas
Michael Bayles, CFA's Wells Fargo Private Bank Experience July 2011 - Present
Job Senior Director of Investment and Fiduciary Services at Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo Private Bank July 2011 - Present
Wells Fargo Private Bank June 2010 - July 2011
The Bank of New York Mellon Corp. 1988 - June 2010
Drexel Burnham Lambert 1985 - 1987
Skills
Portfolio Management, Alternative Investments, Asset Management, Investments, Fixed Income, Private Equity, Asset Managment, Equities, Hedge Funds, Asset Allocation, Wealth Management, Investment Strategies, Mutual Funds, Securities, Investment Management, Series 7
Education
Bucknell University 1982 — 1985
B.S., Business Admin. / Finance
Wells Fargo Private Bank July 2011 - Present
Wells Fargo Private Bank June 2010 - July 2011
The Bank of New York Mellon Corp. 1988 - June 2010
Drexel Burnham Lambert 1985 - 1987
Skills
Portfolio Management, Alternative Investments, Asset Management, Investments, Fixed Income, Private Equity, Asset Managment, Equities, Hedge Funds, Asset Allocation, Wealth Management, Investment Strategies, Mutual Funds, Securities, Investment Management, Series 7
Education
Bucknell University 1982 — 1985
B.S., Business Admin. / Finance
Bonnie Humphrey's Wells Fargo Private Bank Experience August 2010 - July 2012
Job Executive Vice President and Chief Fiduciary Officer at AAFMAA Wealth Management & Trust LLC
Industry Financial Services
Experience
AAFMAA Wealth Management LLC July 2012 - Present
Wells Fargo Private Bank August 2010 - July 2012
HSBC Private Bank 2007 - March 2011
Citigroup 2002 - 2007
US Trust 1999 - 2002
Republic National Bank 1994 - 1999
US Navy 1972 - 1975
Skills
Estate Planning, High Net Worth..., Wealth Management..., Investment Management, Wealth, Wealth Management, Insurance, Asset Management, Asset Allocation, Retirement Planning, Philanthropy, Financial Planning, Trusts, Special Needs Trusts, Trust Services, Trust Management, Personal Trust..., Strategic Financial..., Financial Advisory, Asset Managment, Mutual Funds, Series 63, Private Banking, Investment Strategies, Relationship Management, Financial Risk, Bonds, Fixed Income, Portfolio Management, Management, Investments, Risk Management, Financial Services, Banking
Education
University of Miami School of Law 1980 — 1983
J.D., Law
Teachers College of Columbia University 1974 — 1975
M.A., Educational Technology
Connecticut College 1968 — 1972
A.B., History
AAFMAA Wealth Management LLC July 2012 - Present
Wells Fargo Private Bank August 2010 - July 2012
HSBC Private Bank 2007 - March 2011
Citigroup 2002 - 2007
US Trust 1999 - 2002
Republic National Bank 1994 - 1999
US Navy 1972 - 1975
Skills
Estate Planning, High Net Worth..., Wealth Management..., Investment Management, Wealth, Wealth Management, Insurance, Asset Management, Asset Allocation, Retirement Planning, Philanthropy, Financial Planning, Trusts, Special Needs Trusts, Trust Services, Trust Management, Personal Trust..., Strategic Financial..., Financial Advisory, Asset Managment, Mutual Funds, Series 63, Private Banking, Investment Strategies, Relationship Management, Financial Risk, Bonds, Fixed Income, Portfolio Management, Management, Investments, Risk Management, Financial Services, Banking
Education
University of Miami School of Law 1980 — 1983
J.D., Law
Teachers College of Columbia University 1974 — 1975
M.A., Educational Technology
Connecticut College 1968 — 1972
A.B., History
Richard Renikoff's Wells Fargo Private Bank Experience January 2004 - October 2012
Job Senior Director of Sales at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2015 - Present
Wells Fargo October 2012 - Present
Wells Fargo Private Bank January 2004 - October 2012
Wells Fargo 1999 - October 2004
US Bank 1993 - 1999
Skills
Wealth Management, Banking, Credit, Loans, Commercial Lending, Series 7, Commercial Banking, Portfolio Management, Series 63, Mortgage Lending, Investments, Credit Analysis, Asset Allocation, Retirement Planning, Mutual Funds, Asset Managment, Small Business Lending, Strategic Financial..., Consumer Lending, Retail Banking, Career Development, Financial Advisory, Management, Team Leadership, Treasury Management, Leadership, Financial Services
Education
University of St. Thomas - Opus College of Business 2002 — 2005
MBA, Marketing
Augsburg College 1979 — 1983
BA, Management
Wells Fargo June 2015 - Present
Wells Fargo October 2012 - Present
Wells Fargo Private Bank January 2004 - October 2012
Wells Fargo 1999 - October 2004
US Bank 1993 - 1999
Skills
Wealth Management, Banking, Credit, Loans, Commercial Lending, Series 7, Commercial Banking, Portfolio Management, Series 63, Mortgage Lending, Investments, Credit Analysis, Asset Allocation, Retirement Planning, Mutual Funds, Asset Managment, Small Business Lending, Strategic Financial..., Consumer Lending, Retail Banking, Career Development, Financial Advisory, Management, Team Leadership, Treasury Management, Leadership, Financial Services
Education
University of St. Thomas - Opus College of Business 2002 — 2005
MBA, Marketing
Augsburg College 1979 — 1983
BA, Management
Dean Ryan's Wells Fargo Private Bank Experience May 2014 - Present
Job Senior Loan Underwriter at Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo Private Bank May 2014 - Present
Morgan Stanley Smith Barney March 2010 - Present
Morgan Stanley Wealth Management 2010 - 2014
Merill Lynch July 2004 - April 2009
Skills
Portfolio Management, Series 7, Wealth Management, Loans, Commercial Banking
Education
Boston College 1978 — 1982
BA, Economics
Wells Fargo Private Bank May 2014 - Present
Morgan Stanley Smith Barney March 2010 - Present
Morgan Stanley Wealth Management 2010 - 2014
Merill Lynch July 2004 - April 2009
Skills
Portfolio Management, Series 7, Wealth Management, Loans, Commercial Banking
Education
Boston College 1978 — 1982
BA, Economics
Terry Fox's Wells Fargo Private Bank Experience February 2010 - Present
Job Private Mortgage Banker
Industry Banking
Experience
Comerica Private Bank February 2014 - Present
Wells Fargo Private Bank February 2010 - Present
Harris Bank June 1997 - April 2009
Skills
Private Banking, Mortgage Lending, Loans, Series 7, Mortgage Banking, Credit, Investments, Wealth, Wealth Management, Financial Advisory, Strategic Financial..., Loan Origination, Real Estate, Mortgage Marketing, Residential Mortgages, Refinance, Wealth Management...
Education
Arkansas State University 1973 — 1976
BS, Political Science
Comerica Private Bank February 2014 - Present
Wells Fargo Private Bank February 2010 - Present
Harris Bank June 1997 - April 2009
Skills
Private Banking, Mortgage Lending, Loans, Series 7, Mortgage Banking, Credit, Investments, Wealth, Wealth Management, Financial Advisory, Strategic Financial..., Loan Origination, Real Estate, Mortgage Marketing, Residential Mortgages, Refinance, Wealth Management...
Education
Arkansas State University 1973 — 1976
BS, Political Science
Alexandra Bongiovanni- Nygren's Wells Fargo Private Bank Experience July 2014 - Present
Job Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo private bank July 2014 - Present
Wells Fargo February 2014 - Present
Wells Fargo March 2010 - March 2014
Wells Fargo February 2007 - 2013
Skills
Banking, Credit, Loans, Mortgage Lending, Credit Analysis, Portfolio Management, Commercial Banking, Retail Banking, Risk Management, Relationship Management, Financial Analysis, Investments, Sales, Commercial Lending, Customer Service, Financial Services, Mortgage Banking, Underwriting, Loan Origination, Credit Risk
Education
California Lutheran University 2001 — 2005
Bachelor's Degree, Accounting and Finance
Wells Fargo private bank July 2014 - Present
Wells Fargo February 2014 - Present
Wells Fargo March 2010 - March 2014
Wells Fargo February 2007 - 2013
Skills
Banking, Credit, Loans, Mortgage Lending, Credit Analysis, Portfolio Management, Commercial Banking, Retail Banking, Risk Management, Relationship Management, Financial Analysis, Investments, Sales, Commercial Lending, Customer Service, Financial Services, Mortgage Banking, Underwriting, Loan Origination, Credit Risk
Education
California Lutheran University 2001 — 2005
Bachelor's Degree, Accounting and Finance
Robert Kricena's Wells Fargo Private Bank Experience February 2002 - Present
Job Regional Managing Director
Industry Financial Services
Experience
Wells Fargo Private Bank February 2002 - Present
Merrill Lynch 1995 - 2002
Skills
Portfolio Management, Series 7, Asset Management, Strategy, Leadership, Asset Allocation, Investments, Wealth Management, Financial Goals, Alternative Investments, Investment Advisory, Estate Planning, Financial Services, Investment Management, Securities
Education
Columbia University - Columbia Business School 2009 — 2010
MBA
University of California, Berkeley, Haas School of Business 2009 — 2010
MBA, EXECUTIVE MBA
Georgetown University Law Center 1992 — 1995
JD, LAW
University of Delaware 1988 — 1992
BA, INTERNATIONAL RELATIONS
Wells Fargo Private Bank February 2002 - Present
Merrill Lynch 1995 - 2002
Skills
Portfolio Management, Series 7, Asset Management, Strategy, Leadership, Asset Allocation, Investments, Wealth Management, Financial Goals, Alternative Investments, Investment Advisory, Estate Planning, Financial Services, Investment Management, Securities
Education
Columbia University - Columbia Business School 2009 — 2010
MBA
University of California, Berkeley, Haas School of Business 2009 — 2010
MBA, EXECUTIVE MBA
Georgetown University Law Center 1992 — 1995
JD, LAW
University of Delaware 1988 — 1992
BA, INTERNATIONAL RELATIONS
Tate Haire CFP®'s Wells Fargo Private Bank Experience January 2009 - Present
Job Wealth Advisor at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank January 2009 - Present
SunTrust Investment Services January 2007 - January 2009
BB&T July 1998 - October 2006
Skills
Wealth Management, Estate Planning, Portfolio Management, Investment Advisory, Retirement Planning, Investments, Asset Allocation, Series 7, Asset Managment, Strategic Financial..., Mutual Funds, Investment Strategies, Series 24, Series 63, Series 65, Life Insurance
Education
CFP®
Campbell University 2004 — 2005
MTIM, Masters Trust and Investment Management
Campbell University 2001 — 2003
MBA, Business Administration
Barton College 1994 — 1998
BS, Management and Marketing
Wells Fargo Private Bank January 2009 - Present
SunTrust Investment Services January 2007 - January 2009
BB&T July 1998 - October 2006
Skills
Wealth Management, Estate Planning, Portfolio Management, Investment Advisory, Retirement Planning, Investments, Asset Allocation, Series 7, Asset Managment, Strategic Financial..., Mutual Funds, Investment Strategies, Series 24, Series 63, Series 65, Life Insurance
Education
CFP®
Campbell University 2004 — 2005
MTIM, Masters Trust and Investment Management
Campbell University 2001 — 2003
MBA, Business Administration
Barton College 1994 — 1998
BS, Management and Marketing
Mamie Kneller's Wells Fargo Private Bank Experience 1985 - Present
Job Vice President and Senior Trust Advisor at Wachovia, A Wells Fargo Company
Industry Financial Services
Experience
Wachovia, A Wells Fargo Company Senior Vice President-Senior Fidiciary SpecialistWells Fargo2002 - Present
Wells Fargo Private Bank 1985 - Present
Education
Agnes Scott College 1970 — 1974
B. A., English Literature, Secondary Education, Art History
Wachovia, A Wells Fargo Company Senior Vice President-Senior Fidiciary SpecialistWells Fargo2002 - Present
Wells Fargo Private Bank 1985 - Present
Education
Agnes Scott College 1970 — 1974
B. A., English Literature, Secondary Education, Art History
Lauren Roberts's Wells Fargo Private Bank Experience September 2008 - April 2010
Job Equities and Derivatives Trader and Senior Investment and Planning Professional
Industry Financial Services
Experience
Roberts Capital LLC and Roberts Trading LLC August 2013 - Present
Contango Capital Advisors/CB&T Wealth Management April 2011 - August 2013
Edge Investment Capital, LLC January 2010 - May 2011
Wells Fargo Private Bank September 2008 - April 2010
Skills
Personal Financial..., Wealth Management, Portfolio Management, Investments, Retirement Planning, Securities, Financial Services, Wealth, High Net Worth..., Series 7, Investment Management, Retirement, Finance, Alternative Investments, Estate Planning, Financial Advisory, Investment Strategies, Mortgage Lending, Series 63, Relationship Management, Equities, Small Business, Asset Allocation, Strategic Financial..., Wealth Management..., Life Insurance, Fixed Income, Asset Management, Hedge Funds, Investment Advisory
Education
Carnegie Mellon University - Tepper School of Business 1986 — 1989
MSIA (MBA), Finance
Carnegie Mellon University 1980 — 1985
BS, Computer Graphics
Roberts Capital LLC and Roberts Trading LLC August 2013 - Present
Contango Capital Advisors/CB&T Wealth Management April 2011 - August 2013
Edge Investment Capital, LLC January 2010 - May 2011
Wells Fargo Private Bank September 2008 - April 2010
Skills
Personal Financial..., Wealth Management, Portfolio Management, Investments, Retirement Planning, Securities, Financial Services, Wealth, High Net Worth..., Series 7, Investment Management, Retirement, Finance, Alternative Investments, Estate Planning, Financial Advisory, Investment Strategies, Mortgage Lending, Series 63, Relationship Management, Equities, Small Business, Asset Allocation, Strategic Financial..., Wealth Management..., Life Insurance, Fixed Income, Asset Management, Hedge Funds, Investment Advisory
Education
Carnegie Mellon University - Tepper School of Business 1986 — 1989
MSIA (MBA), Finance
Carnegie Mellon University 1980 — 1985
BS, Computer Graphics
Diana Docea's Wells Fargo Private Bank Experience April 2013 - Present
Job Business Initiatives Consultant at Wells Fargo
Industry Investment Management
Experience
Wells Fargo Private Bank April 2013 - Present
Wells Fargo January 2010 - April 2013
Knoll May 2008 - September 2009
Education
Saint Mary's University of Minnesota 2012 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Adelphi University 2008 — 2009
BS, Business
Horia, Closca si Crisan National College
Wells Fargo Private Bank April 2013 - Present
Wells Fargo January 2010 - April 2013
Knoll May 2008 - September 2009
Education
Saint Mary's University of Minnesota 2012 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Adelphi University 2008 — 2009
BS, Business
Horia, Closca si Crisan National College
Christopher Luu's Wells Fargo Private Bank Experience August 2015 - Present
Job Licensed Premiere Banker (SAFE) II at Wells Fargo Advisors
Industry Banking
Experience
Wells Fargo Private Bank August 2015 - Present
Wells Fargo January 2015 - August 2015
Wells Fargo March 2014 - December 2014
Wells Fargo October 2012 - March 2014
Zaratan Bay September 2012 - October 2012
City of Roseville April 2009 - September 2012
The Coyle Initiative June 2008 - January 2012
Skills
Social Media, Community Outreach, Public Speaking, Event Planning, Microsoft Word, PowerPoint, Customer Service, Microsoft Office, Microsoft Excel, Fundraising, Photoshop, Research, Management, Entrepreneurship, Marketing
Education
Canadian University College 2011 — 2012
BS, Biology- Medical Track
Sierra College 2009 — 2011
AS, Business Administration
Wells Fargo Private Bank August 2015 - Present
Wells Fargo January 2015 - August 2015
Wells Fargo March 2014 - December 2014
Wells Fargo October 2012 - March 2014
Zaratan Bay September 2012 - October 2012
City of Roseville April 2009 - September 2012
The Coyle Initiative June 2008 - January 2012
Skills
Social Media, Community Outreach, Public Speaking, Event Planning, Microsoft Word, PowerPoint, Customer Service, Microsoft Office, Microsoft Excel, Fundraising, Photoshop, Research, Management, Entrepreneurship, Marketing
Education
Canadian University College 2011 — 2012
BS, Biology- Medical Track
Sierra College 2009 — 2011
AS, Business Administration
Virginia Cheung's Wells Fargo Private Bank Experience November 2014 - Present
Job Regional Wealth Planning Manager/Sr. Vice President at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank November 2014 - Present
McLean Asset Management Corporation April 2007 - November 2014
inStream Solutions September 2009 - October 2013
Kidwell Kent & Curran May 1983 - March 2007
Education
Boston College Law School 1979 — 1982
JD
University of Maryland College Park 1975 — 1979
BS, Accounting
Wells Fargo Private Bank November 2014 - Present
McLean Asset Management Corporation April 2007 - November 2014
inStream Solutions September 2009 - October 2013
Kidwell Kent & Curran May 1983 - March 2007
Education
Boston College Law School 1979 — 1982
JD
University of Maryland College Park 1975 — 1979
BS, Accounting
Domenic Poeta's Wells Fargo Private Bank Experience 2010 - Present
Job Investment Management Specialist at Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo Private Bank 2010 - Present
Marquette Partners July 2008 - March 2010
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
MS, Finance
University of Illinois at Urbana-Champaign 2001 — 2005
BS, Sports Management
Wells Fargo Private Bank 2010 - Present
Marquette Partners July 2008 - March 2010
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
MS, Finance
University of Illinois at Urbana-Champaign 2001 — 2005
BS, Sports Management
Suzie Eyrich, CFP®'s Wells Fargo Private Bank Experience April 2014 - July 2015
Job Financial Planning Professional
Industry Financial Services
Experience
Stoker Ostler Wealth Advisors July 2015 - Present
Wells Fargo Private Bank April 2014 - July 2015
Wells Fargo Private Bank January 2012 - April 2014
Skills
Strategic Financial..., Wealth Management, High Net Worth..., Retirement Planning, Estate Planning, Wealth Management..., Financial Planners, Retirement, Wealth, Financial Advisory, Finance, Financial Planning, Financial Services
Education
Golden Gate University 2011 — 2013
Masters in Taxation, Taxation
Arizona State University
Global Business, Financial Management
Stoker Ostler Wealth Advisors July 2015 - Present
Wells Fargo Private Bank April 2014 - July 2015
Wells Fargo Private Bank January 2012 - April 2014
Skills
Strategic Financial..., Wealth Management, High Net Worth..., Retirement Planning, Estate Planning, Wealth Management..., Financial Planners, Retirement, Wealth, Financial Advisory, Finance, Financial Planning, Financial Services
Education
Golden Gate University 2011 — 2013
Masters in Taxation, Taxation
Arizona State University
Global Business, Financial Management
Bert Edwards, CFA's Wells Fargo Private Bank Experience 2000 - Present
Job
Industry Investment Management
Experience
Wells Fargo Private Bank 2000 - Present
Peregrine Capital Management - Wells Fargo 1997 - 2000
US Trust Company of California 1988 - 1997
Skills
Investments, Wealth Management, Portfolio Management, Financial Analysis, Alternative Investments, Asset Allocation, Equities, Client Development
Education
Dartmouth College
Harvard Business School
MBA
Wells Fargo Private Bank 2000 - Present
Peregrine Capital Management - Wells Fargo 1997 - 2000
US Trust Company of California 1988 - 1997
Skills
Investments, Wealth Management, Portfolio Management, Financial Analysis, Alternative Investments, Asset Allocation, Equities, Client Development
Education
Dartmouth College
Harvard Business School
MBA
Mary Shahian's Wells Fargo Private Bank Experience October 2004 - August 2010
Job Managing Director at Daintree Advisors LLC
Industry Financial Services
Experience
Daintree Advisors LLC August 2010 - Present
Wells Fargo Private Bank October 2004 - August 2010
Tanager Financial Services August 2000 - October 2004
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA
Boston University
M.Ed, Business Education
Daintree Advisors LLC August 2010 - Present
Wells Fargo Private Bank October 2004 - August 2010
Tanager Financial Services August 2000 - October 2004
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA
Boston University
M.Ed, Business Education
Kara Heath's Wells Fargo Private Bank Experience May 2001 - Present
Job Senior Client Associate at Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo Private Bank May 2001 - Present
Education
Colorado Mountain College 2009 — 2012
Business
Wells Fargo Private Bank May 2001 - Present
Education
Colorado Mountain College 2009 — 2012
Business
Jerry Neumann's Wells Fargo Private Bank Experience February 2012 - Present
Job Senior Trust & Fiduciary Specialist at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank February 2012 - Present
Morgan Stanley Trust (and predecessor firm Citi Trust) April 1998 - February 2012
Smith Barney Private Trust Company February 1995 - April 1998
Merrill Lynch Trust Company July 1989 - February 1995
Merrill Lynch Tax Advisory Department October 1985 - July 1989
Merrill Lynch Hubbard, Inc. August 1983 - October 1985
Skills
Estate Planning, Personal Trusts, Charitable Giving..., Trust Services, Series 7, Wealth Management, Strategy, Trusts, Wealth Management..., High Net Worth...
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1978 — 1981
J.D., Law
Brandeis University 1975 — 1978
B.A., Honors, Economics
The Hill School 1971 — 1975
High School
Wells Fargo Private Bank February 2012 - Present
Morgan Stanley Trust (and predecessor firm Citi Trust) April 1998 - February 2012
Smith Barney Private Trust Company February 1995 - April 1998
Merrill Lynch Trust Company July 1989 - February 1995
Merrill Lynch Tax Advisory Department October 1985 - July 1989
Merrill Lynch Hubbard, Inc. August 1983 - October 1985
Skills
Estate Planning, Personal Trusts, Charitable Giving..., Trust Services, Series 7, Wealth Management, Strategy, Trusts, Wealth Management..., High Net Worth...
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1978 — 1981
J.D., Law
Brandeis University 1975 — 1978
B.A., Honors, Economics
The Hill School 1971 — 1975
High School
Miranda Lumer's Wells Fargo Private Bank Experience August 2015 - Present
Job Vice President Senior Wealth Planner at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank August 2015 - Present
Wells Fargo Private Bank April 2014 - August 2015
Nearhood Law Offices, PLC August 2009 - April 2014
Skills
Tax Law, Estate Planning, Corporate Law, Commercial Litigation, Litigation, Trusts, Courts
Education
Arizona State University 2007 — 2009
Doctor of Law (J.D.)
Brooklyn Law School 2006 — 2007
Arizona State University 2002 — 2006
Bachelor of Science (B.S.), Economics
Wells Fargo Private Bank August 2015 - Present
Wells Fargo Private Bank April 2014 - August 2015
Nearhood Law Offices, PLC August 2009 - April 2014
Skills
Tax Law, Estate Planning, Corporate Law, Commercial Litigation, Litigation, Trusts, Courts
Education
Arizona State University 2007 — 2009
Doctor of Law (J.D.)
Brooklyn Law School 2006 — 2007
Arizona State University 2002 — 2006
Bachelor of Science (B.S.), Economics