Wells Fargo Private Bank
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581 Wells Fargo Private Bank employees in database. Find out everything there's to know about Wells Fargo Private Bank employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Private Bank Employees
Employee
Years
Job
Industry
R. Anthony Nicosia CFP® R. Anthony Nicosia CFP®'s Wells Fargo Private Bank Experience July 2006 - March 2015
Job Sr. Investment Strategist/ Wealth Advisor 719 6484127
Industry Financial Services
Experience
Wells Fargo Wealth Management December 2014 - March 2015
Wells Fargo Private Bank July 2006 - March 2015
Bank of America Private Bank February 2003 - July 2006
Smith Barney Citigroup October 1994 - February 2003
Skills
Retirement Planning, Uniform Combined State..., Asset Allocation, Investment Strategies, Alternative Investments, Equities, Investments, Mutual Funds, Fixed Income, Securities, Asset Managment, Financial Advisory, Retirement, ETFs, Estate Planning, Bonds, 401k Rollovers, Wealth, Hedge Funds, IRAs
Education
Eckerd College
Bachelor of Arts (B.A.), Business Administration and Management, General
Wells Fargo Wealth Management December 2014 - March 2015
Wells Fargo Private Bank July 2006 - March 2015
Bank of America Private Bank February 2003 - July 2006
Smith Barney Citigroup October 1994 - February 2003
Skills
Retirement Planning, Uniform Combined State..., Asset Allocation, Investment Strategies, Alternative Investments, Equities, Investments, Mutual Funds, Fixed Income, Securities, Asset Managment, Financial Advisory, Retirement, ETFs, Estate Planning, Bonds, 401k Rollovers, Wealth, Hedge Funds, IRAs
Education
Eckerd College
Bachelor of Arts (B.A.), Business Administration and Management, General
Michael Ballard, CFP® Michael Ballard, CFP®'s Wells Fargo Private Bank Experience 2015 - Present
Job Senior Wealth Planner at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank 2015 - Present
Wells Fargo Private Bank 2010 - 2015
Sullivan, Bruyette, Speros & Blayney (SBSB) 2008 - 2010
HSC Wealth Advisors 2007 - 2008
Skills
Wealth Management, Estate Planning, Succession Planning, Income Tax, Retirement Planning, Investments, Credit, Philanthropic Planning, Risk Management, Finance, Personal Finance, Personal Financial..., Asset Management, Financial Analysis, Business Entity Planning, Family Dynamics, Captive Insurance..., Life Insurance Premium..., High Net Worth..., Business Succession..., Retirement, Wealth, Trusts
Education
Georgetown University
Executive Certificate in Financial Planning
Kansas State University
Master of Science in Financial Planning
Liberty University
Bachelor of Science in Business Finance
Wells Fargo Private Bank 2015 - Present
Wells Fargo Private Bank 2010 - 2015
Sullivan, Bruyette, Speros & Blayney (SBSB) 2008 - 2010
HSC Wealth Advisors 2007 - 2008
Skills
Wealth Management, Estate Planning, Succession Planning, Income Tax, Retirement Planning, Investments, Credit, Philanthropic Planning, Risk Management, Finance, Personal Finance, Personal Financial..., Asset Management, Financial Analysis, Business Entity Planning, Family Dynamics, Captive Insurance..., Life Insurance Premium..., High Net Worth..., Business Succession..., Retirement, Wealth, Trusts
Education
Georgetown University
Executive Certificate in Financial Planning
Kansas State University
Master of Science in Financial Planning
Liberty University
Bachelor of Science in Business Finance
Melvin Cox's Wells Fargo Private Bank Experience October 2012 - Present
Job Private Mortgage Banker NMLLSR 450832
Industry Banking
Experience
Wells Fargo Private Bank October 2012 - Present
Wells Fargo Home Mortgage June 2009 - October 2012
Wells Fargo Financial May 2004 - June 2009
Synovus Mortgage January 2003 - May 2003
NBDL - Ashville Altitude 2003 - 2003
Skills
Mortgage Lending, Refinance, Mortgage Banking, Loans, Loan Origination, Credit, FHA, Banking, Consumer Lending, Credit Analysis, Underwriting, Finance, Commercial Lending, Sales, Small Business Lending, Customer Service, Real Estate
Education
Georgia Southern University 1999 — 2004
Bachelor of Science (B.S.), Sport Business
Georgia Southern University - College of Business Administration 1999 — 2004
Finance
Wells Fargo Private Bank October 2012 - Present
Wells Fargo Home Mortgage June 2009 - October 2012
Wells Fargo Financial May 2004 - June 2009
Synovus Mortgage January 2003 - May 2003
NBDL - Ashville Altitude 2003 - 2003
Skills
Mortgage Lending, Refinance, Mortgage Banking, Loans, Loan Origination, Credit, FHA, Banking, Consumer Lending, Credit Analysis, Underwriting, Finance, Commercial Lending, Sales, Small Business Lending, Customer Service, Real Estate
Education
Georgia Southern University 1999 — 2004
Bachelor of Science (B.S.), Sport Business
Georgia Southern University - College of Business Administration 1999 — 2004
Finance
Henri Fitzgerald Henri Fitzgerald's Wells Fargo Private Bank Experience March 2010 - June 2014
Job Vice President, Philanthropic Planning Director at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2014 - Present
YMCA 2007 - December 2014
Wells Fargo Private Bank March 2010 - June 2014
Wachovia, A Wells Fargo Company 2003 - March 2011
Wake Forest University School of Law 2000 - 2003
Skills
Portfolio Management, Banking, Philanthropy, Investments, Planned Giving, Charitable Trusts, Charitable Gift..., Charitable Gift Planning, Charitable Remainder..., Donor Advised Funds, Public Speaking, Public Relations, Wealth Management..., Retirement Planning, Community Outreach, Securities, Wealth Management, Fundraising, Leadership, High Net Worth..., Grant Writing, Asset Management, Estate Planning, Program Development, Mutual Funds, Series 7, Nonprofits, Event Planning, Asset Allocation, Volunteer Management, Trust Services
Education
Wake Forest University School of Law 2000 — 2003
Juris Doctor, Corporate Law and Planning
Emory and Henry College 1996 — 2000
BA/BS, Political Science/ Business Management
The American College
Chartered Advisor in Philanthropy (CAP), Philanthropy
Wells Fargo June 2014 - Present
YMCA 2007 - December 2014
Wells Fargo Private Bank March 2010 - June 2014
Wachovia, A Wells Fargo Company 2003 - March 2011
Wake Forest University School of Law 2000 - 2003
Skills
Portfolio Management, Banking, Philanthropy, Investments, Planned Giving, Charitable Trusts, Charitable Gift..., Charitable Gift Planning, Charitable Remainder..., Donor Advised Funds, Public Speaking, Public Relations, Wealth Management..., Retirement Planning, Community Outreach, Securities, Wealth Management, Fundraising, Leadership, High Net Worth..., Grant Writing, Asset Management, Estate Planning, Program Development, Mutual Funds, Series 7, Nonprofits, Event Planning, Asset Allocation, Volunteer Management, Trust Services
Education
Wake Forest University School of Law 2000 — 2003
Juris Doctor, Corporate Law and Planning
Emory and Henry College 1996 — 2000
BA/BS, Political Science/ Business Management
The American College
Chartered Advisor in Philanthropy (CAP), Philanthropy
Joseph Annone Joseph Annone's Wells Fargo Private Bank Experience 2008 - Present
Job Senior Commercial Underwriter / Wealth Credit Services , Southeast Region
Industry Banking
Experience
Wells Fargo Private Bank 2008 - Present
Wells Fargo Bank N.A 2005 - 2008
Wells Fargo / Wachovia / SouthTrust Bank 1999 - 2005
NationsBank N.A 1995 - 1999
Skills
Asset Management, Credit Analysis, Small Business Lending, Credit, Underwriting, Loans, Valuation, Commercial Banking, Credit Risk, Commercial Lending, Portfolio Management, Relationship Management, Finance, Risk Management, Financial Risk, Financial Analysis, Banking
Education
Florida Atlantic University 1994 — 1999
Masters of Business Administration, Finance & Real Estate
Nations Bank 1995 — 1996
Credit Risk Training & Certification
Florida Atlantic University 1990 — 1993
Bachelors of Business Administration, Finance, Real Estate
Wells Fargo Private Bank 2008 - Present
Wells Fargo Bank N.A 2005 - 2008
Wells Fargo / Wachovia / SouthTrust Bank 1999 - 2005
NationsBank N.A 1995 - 1999
Skills
Asset Management, Credit Analysis, Small Business Lending, Credit, Underwriting, Loans, Valuation, Commercial Banking, Credit Risk, Commercial Lending, Portfolio Management, Relationship Management, Finance, Risk Management, Financial Risk, Financial Analysis, Banking
Education
Florida Atlantic University 1994 — 1999
Masters of Business Administration, Finance & Real Estate
Nations Bank 1995 — 1996
Credit Risk Training & Certification
Florida Atlantic University 1990 — 1993
Bachelors of Business Administration, Finance, Real Estate
West Summers West Summers's Wells Fargo Private Bank Experience 2010 - 2014
Job Division Director/Investment Management Sr. Assistant State Treasurer South Carolina Office of the State Treasurer
Industry Investment Management
Experience
South Carolina Office of the State Treasurer 2015 - Present
Wells Fargo Private Bank 2010 - 2014
SCBT 2005 - 2010
Bank of America 2002 - 2005
Bank of America 2001 - 2002
NBSC, a division of Synovus Bank 1997 - 2001
NBSC, a division of Synovus Bank September 1987 - 1997
Bank of America 1984 - 1987
Skills
Investments, Asset Management, Asset Allocation, Investment Strategies, Fiduciary Services, Fiduciary Management, Private Banking, Treasury Management, Investment Advisory, Treasury Services, Banking, Commercial Banking, Commercial Lending, Loans, Mortgage Lending, Financial Analysis, Credit, Credit Analysis, Portfolio Management, Wealth Management, Due Diligence, Securities, Investment Management, Finance, Financial Services, Fixed Income, Equities, Small Business Lending, Strategy, Wealth Management..., Loan Origination, Consumer Lending, Retirement Planning, Strategic Financial..., High Net Worth..., Alternative Investments, Financial Planning
Education
Wofford College 1980 — 1984
BA, Business Economics
Louisiana State University 1998 — 2000
Graduate School of Banking
South Carolina Office of the State Treasurer 2015 - Present
Wells Fargo Private Bank 2010 - 2014
SCBT 2005 - 2010
Bank of America 2002 - 2005
Bank of America 2001 - 2002
NBSC, a division of Synovus Bank 1997 - 2001
NBSC, a division of Synovus Bank September 1987 - 1997
Bank of America 1984 - 1987
Skills
Investments, Asset Management, Asset Allocation, Investment Strategies, Fiduciary Services, Fiduciary Management, Private Banking, Treasury Management, Investment Advisory, Treasury Services, Banking, Commercial Banking, Commercial Lending, Loans, Mortgage Lending, Financial Analysis, Credit, Credit Analysis, Portfolio Management, Wealth Management, Due Diligence, Securities, Investment Management, Finance, Financial Services, Fixed Income, Equities, Small Business Lending, Strategy, Wealth Management..., Loan Origination, Consumer Lending, Retirement Planning, Strategic Financial..., High Net Worth..., Alternative Investments, Financial Planning
Education
Wofford College 1980 — 1984
BA, Business Economics
Louisiana State University 1998 — 2000
Graduate School of Banking
Nyota M. Simmons, MBA Nyota M. Simmons, MBA's Wells Fargo Private Bank Experience June 2007 - August 2011
Job Strategy, Organizational Management & Compliance Leader at Wells Fargo | CEO Frugal Chics Roc | Book Worm
Industry Financial Services
Experience
Wells Fargo Bank March 2015 - Present
Wells Fargo Beverage Finance Group December 2012 - February 2014
Wells Fargo Beverage Finance Group August 2011 - December 2012
Wells Fargo Private Bank June 2007 - August 2011
Wells Fargo Bank October 2005 - June 2007
Wells Fargo Bank October 2003 - October 2005
JPMorgan Chase November 2002 - October 2003
JPMorgan Chase May 2000 - November 2002
Skills
Portfolio Management, Commercial Banking, Financial Services, Loans, Banking, Credit Analysis, CRM, Leadership, Retail Banking, Private Banking, Negotiation, Contract Negotiation, Wealth Management, Due Diligence, Team Building, Client Relationship..., Problem Solving, Wholesale Banking, Compliance, Covenant Compliance, Presentation Skills, Moody's Risk Analysis..., Mentoring, Community Outreach, Strategic Communications, Organizational Behavior, Strategic Leadership, Project Management, Non-profit Board..., Volunteer Recruiting, Volunteering, Communication Skills, Fundraising
Education
Georgia State University - J. Mack Robinson College of Business 2012 — 2013
Masters of Business Administration, Organization Management
New York University 1997 — 1999
Bachelor of Arts, Political Science
Long Island University, Brooklyn Campus 1995 — 1997
Transferred to NYU
Wells Fargo Bank March 2015 - Present
Wells Fargo Beverage Finance Group December 2012 - February 2014
Wells Fargo Beverage Finance Group August 2011 - December 2012
Wells Fargo Private Bank June 2007 - August 2011
Wells Fargo Bank October 2005 - June 2007
Wells Fargo Bank October 2003 - October 2005
JPMorgan Chase November 2002 - October 2003
JPMorgan Chase May 2000 - November 2002
Skills
Portfolio Management, Commercial Banking, Financial Services, Loans, Banking, Credit Analysis, CRM, Leadership, Retail Banking, Private Banking, Negotiation, Contract Negotiation, Wealth Management, Due Diligence, Team Building, Client Relationship..., Problem Solving, Wholesale Banking, Compliance, Covenant Compliance, Presentation Skills, Moody's Risk Analysis..., Mentoring, Community Outreach, Strategic Communications, Organizational Behavior, Strategic Leadership, Project Management, Non-profit Board..., Volunteer Recruiting, Volunteering, Communication Skills, Fundraising
Education
Georgia State University - J. Mack Robinson College of Business 2012 — 2013
Masters of Business Administration, Organization Management
New York University 1997 — 1999
Bachelor of Arts, Political Science
Long Island University, Brooklyn Campus 1995 — 1997
Transferred to NYU
John P. Moskos John P. Moskos's Wells Fargo Private Bank Experience December 2014 - Present
Job Senior Vice President at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank December 2014 - Present
Bank of America, U. S. Trust December 2007 - August 2014
Bank of America Private Bank June 2004 - November 2007
FleetBoston Financial Group (Acquired By Bank of America) January 1996 - June 2004
Chase Manhattan Bank N. A. January 1989 - December 1995
Skills
Credit, Series 7, Asset Allocation, Credit Analysis, Loans, Investments, Banking, Portfolio Management, Asset Management, Alternative Investments, Hedge Funds, Wealth Management, Risk Management, Mutual Funds, Middle Market, Community Engagement, Private Banking, Leadership, Management, Financial Services, Strategic Planning
Education
Rollins College - Crummer Graduate School of Business
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Hartwick College
Bachelor of Arts (B.A.), History
Siena College
Bachelor of Business Administration (B.B.A.), Accounting
Wells Fargo Private Bank December 2014 - Present
Bank of America, U. S. Trust December 2007 - August 2014
Bank of America Private Bank June 2004 - November 2007
FleetBoston Financial Group (Acquired By Bank of America) January 1996 - June 2004
Chase Manhattan Bank N. A. January 1989 - December 1995
Skills
Credit, Series 7, Asset Allocation, Credit Analysis, Loans, Investments, Banking, Portfolio Management, Asset Management, Alternative Investments, Hedge Funds, Wealth Management, Risk Management, Mutual Funds, Middle Market, Community Engagement, Private Banking, Leadership, Management, Financial Services, Strategic Planning
Education
Rollins College - Crummer Graduate School of Business
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Hartwick College
Bachelor of Arts (B.A.), History
Siena College
Bachelor of Business Administration (B.B.A.), Accounting
Michelle Harvey Michelle Harvey's Wells Fargo Private Bank Experience August 2013 - Present
Job Investment Strategist at Wells Fargo Bank
Industry Investment Management
Experience
Wells Fargo Private Bank August 2013 - Present
Wells Fargo Private Bank December 2007 - December 2013
Wells Fargo Bank March 2010 - August 2013
Wells Fargo Private Bank April 2004 - March 2010
Morgan Stanley March 2003 - April 2004
Skills
Investments, Equities, Risk, Asset Allocation, Fixed Income, Mutual Funds, Investment Strategies, Securities, Portfolio Management, Asset Management, Asset, Hedge Funds, Trading, Financial Planning, Due Diligence, Analysis, Economics, Real Estate, Wealth Management, Customer Relations, Bonds, Cross Selling, Research, Risk Management, High Net Worth..., Options, Customer Service, Derivatives, Strategic Financial..., Financial Risk, Equity Research, Financial Advisory, Finance, Private Banking
Education
Montana State University-Bozeman 1995 — 2002
Bachelor of Science (B.S.), Finance & Business Management
Wells Fargo Private Bank August 2013 - Present
Wells Fargo Private Bank December 2007 - December 2013
Wells Fargo Bank March 2010 - August 2013
Wells Fargo Private Bank April 2004 - March 2010
Morgan Stanley March 2003 - April 2004
Skills
Investments, Equities, Risk, Asset Allocation, Fixed Income, Mutual Funds, Investment Strategies, Securities, Portfolio Management, Asset Management, Asset, Hedge Funds, Trading, Financial Planning, Due Diligence, Analysis, Economics, Real Estate, Wealth Management, Customer Relations, Bonds, Cross Selling, Research, Risk Management, High Net Worth..., Options, Customer Service, Derivatives, Strategic Financial..., Financial Risk, Equity Research, Financial Advisory, Finance, Private Banking
Education
Montana State University-Bozeman 1995 — 2002
Bachelor of Science (B.S.), Finance & Business Management
Ernesto Angles's Wells Fargo Private Bank Experience September 2012 - July 2013
Job Capital Markets FX Middle Office Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2014 - Present
Wells Fargo Advisors July 2013 - October 2014
Wells Fargo Private Bank September 2012 - July 2013
Wells Fargo Home Mortgage May 2012 - September 2012
Wells Fargo December 2011 - May 2012
Wells Fargo February 2011 - December 2011
Skills
Banking, Financial Analysis, Leadership, Management, Financial Modeling, Portfolio Management, Sales, Microsoft Excel, Financial Risk, Customer Service, Due Diligence, Mortgage Lending, Cash Flow, Risk Management, Strategic Financial..., Wealth Management
Education
Florida International University - College of Business Administration 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Wells Fargo October 2014 - Present
Wells Fargo Advisors July 2013 - October 2014
Wells Fargo Private Bank September 2012 - July 2013
Wells Fargo Home Mortgage May 2012 - September 2012
Wells Fargo December 2011 - May 2012
Wells Fargo February 2011 - December 2011
Skills
Banking, Financial Analysis, Leadership, Management, Financial Modeling, Portfolio Management, Sales, Microsoft Excel, Financial Risk, Customer Service, Due Diligence, Mortgage Lending, Cash Flow, Risk Management, Strategic Financial..., Wealth Management
Education
Florida International University - College of Business Administration 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Michael B. Godsey CAIA. Michael B. Godsey CAIA.'s Wells Fargo Private Bank Experience January 2009 - December 2009
Job Seasoned High Net Worth Client Advisor/Portfolio Manager
Industry Investment Management
Experience
PNC Private Client Group September 2012 - June 2013
Wells Fargo Bank, NA May 2011 - August 2012
J.P.Morgan Private Wealth Management December 2009 - May 2011
Wells Fargo Private Bank January 2009 - December 2009
Umbach Financial Group May 2007 - January 2009
GenSpring Family Offices March 2002 - May 2007
Skills
Portfolio Management, Alternative Investments, Fixed Income, Investments, Wealth Management..., High Net Worth..., Finance, Investment Management, Wealth Management, Financial Analysis, Due Diligence, Investment Strategies, Estate Planning
Education
Florida Atlantic University
Bachelor of Science, Business Administration; Finance
PNC Private Client Group September 2012 - June 2013
Wells Fargo Bank, NA May 2011 - August 2012
J.P.Morgan Private Wealth Management December 2009 - May 2011
Wells Fargo Private Bank January 2009 - December 2009
Umbach Financial Group May 2007 - January 2009
GenSpring Family Offices March 2002 - May 2007
Skills
Portfolio Management, Alternative Investments, Fixed Income, Investments, Wealth Management..., High Net Worth..., Finance, Investment Management, Wealth Management, Financial Analysis, Due Diligence, Investment Strategies, Estate Planning
Education
Florida Atlantic University
Bachelor of Science, Business Administration; Finance
John Weitzer, CFA John Weitzer, CFA's Wells Fargo Private Bank Experience June 2011 - Present
Job Wealth Advisor & Senior Vice President at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank June 2011 - Present
Big Brothers Big Sisters of Metro Milwaukee October 2012 - Present
ACTS Community Development Corporation November 2012 - Present
Milwaukee Tennis & Education Foundation 2008 - November 2014
Wells Fargo Private Bank January 2009 - June 2011
Wells Fargo Wealth Management September 2008 - December 2008
Wells Fargo Wealth Management February 2006 - August 2008
Wells Fargo Funds Management Group January 2005 - February 2006
Strong Capital Management August 2003 - December 2004
Strong Capital Management November 2002 - August 2003
Skills
Investments, Securities, Strategy, Strategic Planning, Financial Services, Wealth Management, Asset Allocation, Retirement Planning, Concentrated Stock..., Financial Advisory, Fixed Income Strategies, Investment Strategies, Multi-generational..., Multi-generational..., Relationship Management, Risk Management, Analysis, High Net Worth..., Finance, Investment Management, Banking, Portfolio Management, Mutual Funds
Education
Marquette University Law School 1990 — 1993
JD, Law
Marquette University 1986 — 1990
B.A., History (major), Philosophy (minor)
Nathan Hale High School 1982 — 1986
Diploma, General
Wells Fargo Private Bank June 2011 - Present
Big Brothers Big Sisters of Metro Milwaukee October 2012 - Present
ACTS Community Development Corporation November 2012 - Present
Milwaukee Tennis & Education Foundation 2008 - November 2014
Wells Fargo Private Bank January 2009 - June 2011
Wells Fargo Wealth Management September 2008 - December 2008
Wells Fargo Wealth Management February 2006 - August 2008
Wells Fargo Funds Management Group January 2005 - February 2006
Strong Capital Management August 2003 - December 2004
Strong Capital Management November 2002 - August 2003
Skills
Investments, Securities, Strategy, Strategic Planning, Financial Services, Wealth Management, Asset Allocation, Retirement Planning, Concentrated Stock..., Financial Advisory, Fixed Income Strategies, Investment Strategies, Multi-generational..., Multi-generational..., Relationship Management, Risk Management, Analysis, High Net Worth..., Finance, Investment Management, Banking, Portfolio Management, Mutual Funds
Education
Marquette University Law School 1990 — 1993
JD, Law
Marquette University 1986 — 1990
B.A., History (major), Philosophy (minor)
Nathan Hale High School 1982 — 1986
Diploma, General
Christopher Pegg, J.D., LL.M. (Taxation), CFP®'s Wells Fargo Private Bank Experience June 2013 - Present
Job Wealth Planning Manager Specializing in Taxation at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank June 2013 - Present
Wells Fargo Private Bank 2011 - 2013
Gould Cooksey Fennell, P.A. 2008 - 2011
Skills
Wealth Management..., Wealth, Estate Planning, Trusts, Estate Tax Planning, Corporate Law, Tax Law, High Net Worth..., Securities, Legal Research, Westlaw, Due Diligence, Mergers & Acquisitions, Wills, Tax
Education
University of Florida - Fredric G. Levin College of Law 2001 — 2002
Master of Laws (LLM), Taxation
Florida State University College of Law 1988 — 2001
Doctor of Law (JD)
Florida State University 1994 — 1998
Bachelor's degree, Policitcal Science
Wells Fargo Private Bank June 2013 - Present
Wells Fargo Private Bank 2011 - 2013
Gould Cooksey Fennell, P.A. 2008 - 2011
Skills
Wealth Management..., Wealth, Estate Planning, Trusts, Estate Tax Planning, Corporate Law, Tax Law, High Net Worth..., Securities, Legal Research, Westlaw, Due Diligence, Mergers & Acquisitions, Wills, Tax
Education
University of Florida - Fredric G. Levin College of Law 2001 — 2002
Master of Laws (LLM), Taxation
Florida State University College of Law 1988 — 2001
Doctor of Law (JD)
Florida State University 1994 — 1998
Bachelor's degree, Policitcal Science
Anita Wong's Wells Fargo Private Bank Experience June 2014 - Present
Job Administrative Assistant at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank June 2014 - Present
Skills
Event Planning, Critical Thinking, PowerPoint, Microsoft Excel, Research, Higher Education, Community Outreach, Data Entry, Time Management, Statistics, Data Analysis, Spanish, Teamwork, Sales, Customer Service, Leadership, Banking
Education
University of California, Irvine 2010 — 2012
Bachelor of Arts (B.A.), Psychology and Social Behavior
East Los Angeles College 2008 — 2010
Associate of Arts (A.A.)
Wells Fargo Private Bank June 2014 - Present
Skills
Event Planning, Critical Thinking, PowerPoint, Microsoft Excel, Research, Higher Education, Community Outreach, Data Entry, Time Management, Statistics, Data Analysis, Spanish, Teamwork, Sales, Customer Service, Leadership, Banking
Education
University of California, Irvine 2010 — 2012
Bachelor of Arts (B.A.), Psychology and Social Behavior
East Los Angeles College 2008 — 2010
Associate of Arts (A.A.)
Joseph Cerniglia, CFP®'s Wells Fargo Private Bank Experience December 2009 - Present
Job
Industry Financial Services
Experience
Wells Fargo Private Bank December 2009 - Present
UW-Oshkosh Family Business Forum 2014 - 2014
JPMorgan Private Client Services March 2000 - December 2009
US Bank 1998 - 2000
Dunsirn Industries, Inc 1997 - 1998
Bank One 1989 - 1997
ITT Financial Services 1985 - 1989
Skills
Business Succession &..., Certified Financial..., Wealth Management, Investments, Series 7, Banking, Financial Analysis, Retirement Planning, Sales, Financial Services, Portfolio Management, Finance, Strategic Financial..., Estate Planning, Asset Allocation, Loans, Strategic Planning, Asset Management, Credit, Investment Advisory, Credit Analysis
Education
Marian College of Fond du Lac 1980 — 1985
BA
James Madison High School
Wells Fargo Private Bank December 2009 - Present
UW-Oshkosh Family Business Forum 2014 - 2014
JPMorgan Private Client Services March 2000 - December 2009
US Bank 1998 - 2000
Dunsirn Industries, Inc 1997 - 1998
Bank One 1989 - 1997
ITT Financial Services 1985 - 1989
Skills
Business Succession &..., Certified Financial..., Wealth Management, Investments, Series 7, Banking, Financial Analysis, Retirement Planning, Sales, Financial Services, Portfolio Management, Finance, Strategic Financial..., Estate Planning, Asset Allocation, Loans, Strategic Planning, Asset Management, Credit, Investment Advisory, Credit Analysis
Education
Marian College of Fond du Lac 1980 — 1985
BA
James Madison High School
Liz Paulus Liz Paulus's Wells Fargo Private Bank Experience May 2011 - Present
Job Sr. Trust & Fiduciary Specialist at Wells Fargo
Industry Investment Management
Experience
Wells Fargo Private Bank May 2011 - Present
Fremont Bank April 2010 - April 2011
IMT Associates April 2006 - April 2010
Mechanics Bank July 2000 - October 2005
Education
Golden Gate University 2003 — 2005
Graduate Certificate, Financial Planning
Cannon Financial Institute 2001 — 2002
Graduate, Trust School I, II, III
St. Mary's College of California
Certificate, Paralegal Studies
St. Mary's College of California
Bachelor of Arts, Management
Wells Fargo Private Bank May 2011 - Present
Fremont Bank April 2010 - April 2011
IMT Associates April 2006 - April 2010
Mechanics Bank July 2000 - October 2005
Education
Golden Gate University 2003 — 2005
Graduate Certificate, Financial Planning
Cannon Financial Institute 2001 — 2002
Graduate, Trust School I, II, III
St. Mary's College of California
Certificate, Paralegal Studies
St. Mary's College of California
Bachelor of Arts, Management
Stephen Faunce Stephen Faunce's Wells Fargo Private Bank Experience March 2009 - August 2009
Job Chief Operating Officer at Asset Liquidation Group
Industry Financial Services
Experience
ALG December 2011 - Present
Faunce Management Group January 2003 - Present
RH Law Group August 2009 - December 2010
Wells Fargo Private Bank March 2009 - August 2009
Countrywide March 2006 - June 2008
Bank of America March 2002 - May 2006
Skills
Business Analysis, Credit, Strategic Planning, Banking, Negotiation, Financial Analysis, Loans, Process Improvement, Operations Management, Portfolio Management, Sales Management, Executive Management, Business Development, Marketing, Strategy, Forecasting, Budgets, Finance, Mergers & Acquisitions, Mortgage Lending, Business Planning, Start-ups, New Business Development, Investments, Risk Management, Due Diligence, Contract Negotiation, Real Estate, Financial Services, Business Strategy, Management, Insurance, Sales, Leadership, Mortgage Banking, Asset Management, Team Building, Financial Risk, Credit Cards, Credit Analysis, Consulting, Vendor Management
Education
MiraCosta College 2005 — 2006
International Marketing
ALG December 2011 - Present
Faunce Management Group January 2003 - Present
RH Law Group August 2009 - December 2010
Wells Fargo Private Bank March 2009 - August 2009
Countrywide March 2006 - June 2008
Bank of America March 2002 - May 2006
Skills
Business Analysis, Credit, Strategic Planning, Banking, Negotiation, Financial Analysis, Loans, Process Improvement, Operations Management, Portfolio Management, Sales Management, Executive Management, Business Development, Marketing, Strategy, Forecasting, Budgets, Finance, Mergers & Acquisitions, Mortgage Lending, Business Planning, Start-ups, New Business Development, Investments, Risk Management, Due Diligence, Contract Negotiation, Real Estate, Financial Services, Business Strategy, Management, Insurance, Sales, Leadership, Mortgage Banking, Asset Management, Team Building, Financial Risk, Credit Cards, Credit Analysis, Consulting, Vendor Management
Education
MiraCosta College 2005 — 2006
International Marketing
Jamie Cabezas Jamie Cabezas's Wells Fargo Private Bank Experience October 2010 - September 2015
Job Human Resources/Commercial Lending Assistant at Gold Coast Bank NY
Industry Banking
Experience
Gold Coast Bank - NY September 2015 - Present
Wells Fargo Private Bank October 2010 - September 2015
Wachovia, A Wells Fargo Company June 2009 - October 2010
Skills
Credit, Finance, Wealth Management, Banking, Analysis, Wealth Management..., Private Banking, Private Client Services, Financial Services, Mortgage Lending, Retail Banking, Portfolio Management, Accounting, Sales, Commercial Banking, Commercial Lending, Credit Analysis, Consumer Lending
Education
Hofstra University 2008 — 2010
Bachelor of Business Administration, Management
Suffolk County Community College 2005 — 2008
Associate in Liberal Arts and Sciences, Liberal Arts
Gold Coast Bank - NY September 2015 - Present
Wells Fargo Private Bank October 2010 - September 2015
Wachovia, A Wells Fargo Company June 2009 - October 2010
Skills
Credit, Finance, Wealth Management, Banking, Analysis, Wealth Management..., Private Banking, Private Client Services, Financial Services, Mortgage Lending, Retail Banking, Portfolio Management, Accounting, Sales, Commercial Banking, Commercial Lending, Credit Analysis, Consumer Lending
Education
Hofstra University 2008 — 2010
Bachelor of Business Administration, Management
Suffolk County Community College 2005 — 2008
Associate in Liberal Arts and Sciences, Liberal Arts
Larry Hamrick's Wells Fargo Private Bank Experience April 2009 - Present
Job Sr. Private Banker at Wells Fargo Private Bank
Industry Financial Services
Experience
Foundation for Orthopaedic Research and Education (FORE) January 2015 - Present
Wells Fargo Private Bank April 2009 - Present
Bank of America January 2002 - April 2009
Skills
Custom Lending, Financial Planning, Investment Advisory, Asset Management, Wealth Management, Mortgage Lending, Credit, Retirement Planning, Asset Allocation, Commercial Lending, Estate Planning, Alternative Investments, Valuation, Trust Services, FX Options, Credit Risk, Financial Planners, Lines Of Credit, Risk Management, Insurance, Deposits, Loan Origination, Cross Selling, Mortgage Banking, Residential Mortgages, Investment Management, Retirement, Fixed Income, Banking, Financial Advisory, Wealth, Loans, High Net Worth..., Private Banking, Wealth Management..., Series 7, Investments, Investment Strategies, Credit Analysis, Real Estate Financing, 401k, Commercial Mortgages, Asset Managment, Portfolio Management, Series 63, Strategic Financial...
Education
Florida State University 1995 — 1997
Bachelor of Arts, Sport Management
Miami Palmetto 1990 — 1992
Foundation for Orthopaedic Research and Education (FORE) January 2015 - Present
Wells Fargo Private Bank April 2009 - Present
Bank of America January 2002 - April 2009
Skills
Custom Lending, Financial Planning, Investment Advisory, Asset Management, Wealth Management, Mortgage Lending, Credit, Retirement Planning, Asset Allocation, Commercial Lending, Estate Planning, Alternative Investments, Valuation, Trust Services, FX Options, Credit Risk, Financial Planners, Lines Of Credit, Risk Management, Insurance, Deposits, Loan Origination, Cross Selling, Mortgage Banking, Residential Mortgages, Investment Management, Retirement, Fixed Income, Banking, Financial Advisory, Wealth, Loans, High Net Worth..., Private Banking, Wealth Management..., Series 7, Investments, Investment Strategies, Credit Analysis, Real Estate Financing, 401k, Commercial Mortgages, Asset Managment, Portfolio Management, Series 63, Strategic Financial...
Education
Florida State University 1995 — 1997
Bachelor of Arts, Sport Management
Miami Palmetto 1990 — 1992
Lori Haddock's Wells Fargo Private Bank Experience July 2007 - October 2011
Job
Industry Investment Management
Experience
Triad Wealth Advisors (A Member of Advisory Services Network, LLC) March 2012 - Present
Wells Fargo Private Bank July 2007 - October 2011
Wachovia, A Wells Fargo Company January 1980 - July 2007
Skills
Wealth Management, Investments, Portfolio Management, Retirement Planning, Strategic Financial..., Series 7, Investment Advisory, Financial Analysis, Asset Allocation, Commercial Lending, Estate Planning, Retirement, Risk Management, Strategic Planning, Financial Planners, Real Estate
Education
East Carolina University - College of Business 1974 — 1978
MBA, BSBA, Business Administration
Triad Wealth Advisors (A Member of Advisory Services Network, LLC) March 2012 - Present
Wells Fargo Private Bank July 2007 - October 2011
Wachovia, A Wells Fargo Company January 1980 - July 2007
Skills
Wealth Management, Investments, Portfolio Management, Retirement Planning, Strategic Financial..., Series 7, Investment Advisory, Financial Analysis, Asset Allocation, Commercial Lending, Estate Planning, Retirement, Risk Management, Strategic Planning, Financial Planners, Real Estate
Education
East Carolina University - College of Business 1974 — 1978
MBA, BSBA, Business Administration
Adam Stern Adam Stern's Wells Fargo Private Bank Experience 2003 - 2009
Job Vice President at First Lawyers Trust Company
Industry Financial Services
Experience
First Lawyers Trust Company November 2009 - Present
Wells Fargo Private Bank 2003 - 2009
US Bank Private Client Services June 1999 - October 2002
Skills
Retirement Planning
Education
The University of Kansas 2000 — 2004
Henry Sibley
Henry Sibley
Minnesota State University, Mankato
Financial Planning
First Lawyers Trust Company November 2009 - Present
Wells Fargo Private Bank 2003 - 2009
US Bank Private Client Services June 1999 - October 2002
Skills
Retirement Planning
Education
The University of Kansas 2000 — 2004
Henry Sibley
Henry Sibley
Minnesota State University, Mankato
Financial Planning
J David Massey's Wells Fargo Private Bank Experience 2012 - 2014
Job Attorney
Industry Law Practice
Experience
Wells Fargo Private Bank 2012 - 2014
Citi Private Bank 2010 - April 2013
Skills
Investments, Asset Management, Wealth Management, Strategic Planning, Financial Planning, Asset Allocation, Portfolio Management, Retirement Planning, Financial Services, Capital Markets, Risk Management, Leadership, Mutual Funds, Mergers & Acquisitions, Banking, Equities, Series 7, Alternative Investments, Investment Advisory, Strategic Financial..., Management
Education
Indiana U, Indiana Law, U of Miami Law
M.S., J.D., LL.M, Finance, Law, Estate Planning & Tax
Indiana University Bloomington
Wells Fargo Private Bank 2012 - 2014
Citi Private Bank 2010 - April 2013
Skills
Investments, Asset Management, Wealth Management, Strategic Planning, Financial Planning, Asset Allocation, Portfolio Management, Retirement Planning, Financial Services, Capital Markets, Risk Management, Leadership, Mutual Funds, Mergers & Acquisitions, Banking, Equities, Series 7, Alternative Investments, Investment Advisory, Strategic Financial..., Management
Education
Indiana U, Indiana Law, U of Miami Law
M.S., J.D., LL.M, Finance, Law, Estate Planning & Tax
Indiana University Bloomington
Larysa Smykovskaya's Wells Fargo Private Bank Experience January 2010 - February 2013
Job Vice President, Investment Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management January 2013 - Present
Wells Fargo Private Bank January 2010 - February 2013
Wells Fargo 2008 - June 2010
Vanguard Group April 2005 - January 2008
Skills
Asset Allocation, Investment Management, High Net Worth..., Private Equity, Capital Markets, Retirement Planning, Financial Services, Wealth Management..., Bloomberg, Investment Strategies, Estate Planning, Wealth Management, Fixed Income, Strategic Financial...
Education
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2009
MS Finance, Finance
Stockton University 2004 — 2006
BS Business Management, International Business Management
Minski Dzjaržauny Lingvistyèny Universitet 1995 — 1999
BS, Linguistics. English and German
CFA Level II candidate
PNC Wealth Management January 2013 - Present
Wells Fargo Private Bank January 2010 - February 2013
Wells Fargo 2008 - June 2010
Vanguard Group April 2005 - January 2008
Skills
Asset Allocation, Investment Management, High Net Worth..., Private Equity, Capital Markets, Retirement Planning, Financial Services, Wealth Management..., Bloomberg, Investment Strategies, Estate Planning, Wealth Management, Fixed Income, Strategic Financial...
Education
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2009
MS Finance, Finance
Stockton University 2004 — 2006
BS Business Management, International Business Management
Minski Dzjaržauny Lingvistyèny Universitet 1995 — 1999
BS, Linguistics. English and German
CFA Level II candidate
Joshua Bruner, MSTFP, CFP® Joshua Bruner, MSTFP, CFP®'s Wells Fargo Private Bank Experience June 2012 - Present
Job Wealth Planner at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank June 2012 - Present
Wells Fargo Private Bank May 2010 - June 2012
Wells Fargo Private Bank March 2006 - May 2010
Skills
Wealth Management, Asset Allocation, Strategic Financial..., High Net Worth..., Estate Planning, Investments, Retirement Planning, Asset Managment, Banking, Retirement
Education
Widener University 2011 — 2013
MS Taxation & Financial Planning, Taxation, Financial Planning
Drexel University 2006 — 2011
BS - General Studies w/Minor in Business Administration, Accounting;Finance;Business;Taxation
Wells Fargo Private Bank June 2012 - Present
Wells Fargo Private Bank May 2010 - June 2012
Wells Fargo Private Bank March 2006 - May 2010
Skills
Wealth Management, Asset Allocation, Strategic Financial..., High Net Worth..., Estate Planning, Investments, Retirement Planning, Asset Managment, Banking, Retirement
Education
Widener University 2011 — 2013
MS Taxation & Financial Planning, Taxation, Financial Planning
Drexel University 2006 — 2011
BS - General Studies w/Minor in Business Administration, Accounting;Finance;Business;Taxation
Hope Landgraff Hope Landgraff's Wells Fargo Private Bank Experience June 2012 - Present
Job Sr. Private Banker at Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo Private Bank June 2012 - Present
PNC Wealth Management September 2004 - June 2012
Comerica Bank 2000 - 2004
NBD 1987 - 1999
Skills
Commercial Lending, Estate Planning, Commercial Banking, Loans, Credit, Portfolio Management, Credit Analysis, Wealth Management, Banking, Finance, Cash Management, Financial Services, Investment Management, Asset Management, Alternative Investments
Education
Michigan State University
BS
University of Detroit Mercy
MBA
Wells Fargo Private Bank June 2012 - Present
PNC Wealth Management September 2004 - June 2012
Comerica Bank 2000 - 2004
NBD 1987 - 1999
Skills
Commercial Lending, Estate Planning, Commercial Banking, Loans, Credit, Portfolio Management, Credit Analysis, Wealth Management, Banking, Finance, Cash Management, Financial Services, Investment Management, Asset Management, Alternative Investments
Education
Michigan State University
BS
University of Detroit Mercy
MBA
Karen Florez, CFA Karen Florez, CFA's Wells Fargo Private Bank Experience January 2010 - March 2012
Job Manager of Investments at The Minneapolis Foundation
Industry Financial Services
Experience
The Minneapolis Foundation May 2012 - Present
CFA Society of Minnesota September 2009 - Present
Best Prep August 2009 - Present
Best Prep August 2006 - Present
Minnesota Literacy Council September 1996 - Present
The House of Hope Presbyterian Church September 2009 - May 2012
Wells Fargo Private Bank January 2010 - March 2012
M&I Investment Mgmt Corp/Wealth Mgmt November 2001 - January 2009
National City Bank of Minneapolis October 1983 - November 2001
Skills
Investment Management, Fiduciary Risk..., Financial Literacy, Women's Perspectives in..., Elder Services in..., Philanthropy, Investments
Education
University of Saint Thomas - School of Business 2010 — 2010
Mini-MBA Certificate
Michigan State University 1974 — 1979
BA, Double Major: English, Advertising
The Minneapolis Foundation May 2012 - Present
CFA Society of Minnesota September 2009 - Present
Best Prep August 2009 - Present
Best Prep August 2006 - Present
Minnesota Literacy Council September 1996 - Present
The House of Hope Presbyterian Church September 2009 - May 2012
Wells Fargo Private Bank January 2010 - March 2012
M&I Investment Mgmt Corp/Wealth Mgmt November 2001 - January 2009
National City Bank of Minneapolis October 1983 - November 2001
Skills
Investment Management, Fiduciary Risk..., Financial Literacy, Women's Perspectives in..., Elder Services in..., Philanthropy, Investments
Education
University of Saint Thomas - School of Business 2010 — 2010
Mini-MBA Certificate
Michigan State University 1974 — 1979
BA, Double Major: English, Advertising
James Doolittle, CFA James Doolittle, CFA's Wells Fargo Private Bank Experience October 2012 - Present
Job V.P. & Senior Investment Strategist at Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo Private Bank October 2012 - Present
The Private Client Reserve of U.S. Bank March 2009 - September 2012
Northern Trust Bank May 2000 - February 2008
SunTrust Bank January 1996 - April 2000
State of Florida (Treasurer's Office) August 1994 - January 1996
Merrill Lynch January 1983 - May 1994
Merrill Lynch January 1980 - December 1982
Merrill Lynch December 1977 - December 1979
Skills
Investment Strategies, Alternative Investments, Portfolios, Endowments, Portfolio Management, Asset Allocation, Asset Managment, Business Development, Equities, Economics, Estate Planning, Financial Analysis, Fixed Income, Insurance, Investment Advisory, Investments, Mutual Funds, Management, Investment Management, Private Banking, Strategic Financial..., Securities, Valuation, Financial Services, Wealth Management
Education
CFA Institute 1993 — 1995
Chartered Financial Analyst, Finance
Florida Atlantic University 1973 — 1977
B.B.A., Finance
Nuveen Wealth Management Institute
Trust School and Graduate Trust School
Finance
Wells Fargo Private Bank October 2012 - Present
The Private Client Reserve of U.S. Bank March 2009 - September 2012
Northern Trust Bank May 2000 - February 2008
SunTrust Bank January 1996 - April 2000
State of Florida (Treasurer's Office) August 1994 - January 1996
Merrill Lynch January 1983 - May 1994
Merrill Lynch January 1980 - December 1982
Merrill Lynch December 1977 - December 1979
Skills
Investment Strategies, Alternative Investments, Portfolios, Endowments, Portfolio Management, Asset Allocation, Asset Managment, Business Development, Equities, Economics, Estate Planning, Financial Analysis, Fixed Income, Insurance, Investment Advisory, Investments, Mutual Funds, Management, Investment Management, Private Banking, Strategic Financial..., Securities, Valuation, Financial Services, Wealth Management
Education
CFA Institute 1993 — 1995
Chartered Financial Analyst, Finance
Florida Atlantic University 1973 — 1977
B.B.A., Finance
Nuveen Wealth Management Institute
Trust School and Graduate Trust School
Finance
Stefan C. Nicholas Stefan C. Nicholas's Wells Fargo Private Bank Experience April 2013 - Present
Job Senior Vice President, Wealth Advisor at Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo Private Bank April 2013 - Present
Wells Fargo Private Bank June 2012 - Present
Network for Teaching Entrepreneurship July 2011 - Present
Jackson & Campbell, P.C. October 2009 - June 2012
Eagle Bank & Trust Co. 2006 - 2011
DC Vote 2005 - 2011
Pillsbury Winthrop Shaw Pittman 1997 - 2002
Overseas Private Investment Corporation 1996 - 1996
Skills
Estate Planning, Succession Planning, Contract Negotiation, Mergers, Trusts, Estate Law, Wills, Non-profits, Corporate Law, Strategic Planning, Public Speaking, Tax, Fundraising, Business Strategy, Corporate Governance, Legal Research, High Net Worth..., Entrepreneurship, Investments, Start-ups, Corporate Development, Private Equity, Mergers & Acquisitions, Financial Advisory, Asset Protection, Wealth
Education
University of Virginia School of Law 1994 — 1997
J.D., Law
University of Virginia 1993 — 1997
M.A., Foreign Affairs
Georgetown University 1987 — 1991
B.A., International Relations and Affairs
Georgetown Day School 1973 — 1986
Wells Fargo Private Bank April 2013 - Present
Wells Fargo Private Bank June 2012 - Present
Network for Teaching Entrepreneurship July 2011 - Present
Jackson & Campbell, P.C. October 2009 - June 2012
Eagle Bank & Trust Co. 2006 - 2011
DC Vote 2005 - 2011
Pillsbury Winthrop Shaw Pittman 1997 - 2002
Overseas Private Investment Corporation 1996 - 1996
Skills
Estate Planning, Succession Planning, Contract Negotiation, Mergers, Trusts, Estate Law, Wills, Non-profits, Corporate Law, Strategic Planning, Public Speaking, Tax, Fundraising, Business Strategy, Corporate Governance, Legal Research, High Net Worth..., Entrepreneurship, Investments, Start-ups, Corporate Development, Private Equity, Mergers & Acquisitions, Financial Advisory, Asset Protection, Wealth
Education
University of Virginia School of Law 1994 — 1997
J.D., Law
University of Virginia 1993 — 1997
M.A., Foreign Affairs
Georgetown University 1987 — 1991
B.A., International Relations and Affairs
Georgetown Day School 1973 — 1986
Janice Rhodes Janice Rhodes's Wells Fargo Private Bank Experience May 2000 - November 2011
Job Banking Professional
Industry Banking
Experience
Kelly Services October 2012 - December 2012
Collier County Government February 2012 - May 2012
Wells Fargo Private Bank May 2000 - November 2011
IronStone Bank January 2004 - July 2006
Marshall & Ilsley Trust Company May 1999 - January 2004
Bank of America January 1994 - May 1999
BancFlorida September 1988 - October 1994
First Savings and Loan Association of NH January 1980 - January 1988
Skills
Mortgage Lending, Wealth Management, Loans, Customer Service, Fundraising, Training, Retirement Planning, Estate Planning, Team Building, Banking, Investments, Credit, Real Estate, Management
Education
Florida Banker's Trust School 2000 — 2003
Certificate of Completion, Trust Administration
New Hampshire College 1985 — 1987
Bachelor's degree, Business Administration and Management, General
University of Massachusetts, Amherst 1968 — 1969
Sought Bachelor's, Education Major/Math Minor
Massachusetts Bay Community College 1966 — 1968
Associate of Arts (AA), Liberal Arts
Kelly Services October 2012 - December 2012
Collier County Government February 2012 - May 2012
Wells Fargo Private Bank May 2000 - November 2011
IronStone Bank January 2004 - July 2006
Marshall & Ilsley Trust Company May 1999 - January 2004
Bank of America January 1994 - May 1999
BancFlorida September 1988 - October 1994
First Savings and Loan Association of NH January 1980 - January 1988
Skills
Mortgage Lending, Wealth Management, Loans, Customer Service, Fundraising, Training, Retirement Planning, Estate Planning, Team Building, Banking, Investments, Credit, Real Estate, Management
Education
Florida Banker's Trust School 2000 — 2003
Certificate of Completion, Trust Administration
New Hampshire College 1985 — 1987
Bachelor's degree, Business Administration and Management, General
University of Massachusetts, Amherst 1968 — 1969
Sought Bachelor's, Education Major/Math Minor
Massachusetts Bay Community College 1966 — 1968
Associate of Arts (AA), Liberal Arts
Jane Warner's Wells Fargo Private Bank Experience 2009 - June 2015
Job Senior Wealth Planning Strategist at Bank of the West
Industry Banking
Experience
Bank of the West Wealth Management 2015 - Present
Wells Fargo Private Bank 2009 - June 2015
Highland Capital Brokerage/NFP 2006 - 2009
Marsh & McLennan 2004 - 2006
Sun Life Financial 2001 - 2004
Skills
Wealth Management..., Analysis, Business Planning, Insurance, Strategic Planning, Strategic Financial..., Wealth Management, High Net Worth..., Life Insurance
Education
Western New England School of Law 1991 — 1994
J.D., estate, business, charitable tax planning
Fitchburg State College
Double Bachelor Degrees, Psychology and Education
Bank of the West Wealth Management 2015 - Present
Wells Fargo Private Bank 2009 - June 2015
Highland Capital Brokerage/NFP 2006 - 2009
Marsh & McLennan 2004 - 2006
Sun Life Financial 2001 - 2004
Skills
Wealth Management..., Analysis, Business Planning, Insurance, Strategic Planning, Strategic Financial..., Wealth Management, High Net Worth..., Life Insurance
Education
Western New England School of Law 1991 — 1994
J.D., estate, business, charitable tax planning
Fitchburg State College
Double Bachelor Degrees, Psychology and Education
Joseph D. Burns, CAIA, CFP® Joseph D. Burns, CAIA, CFP®'s Wells Fargo Private Bank Experience April 1998 - November 2010
Job Senior Vice President, Investment Strategist
Industry Investment Management
Experience
SunTrust Wealth Management December 2010 - Present
Wells Fargo Private Bank April 1998 - November 2010
Skills
Portfolio Management, Series 7, Alternative Investments, Investment Strategies, Investment Management, Investments, Wealth Management, Equities, Credit, Sales, Series 63, Asset Allocation, Hedge Funds, Private Equity
Education
Queens University of Charlotte 2002 — 2003
CFP Designation, Preparation program for the Certified Financial Planner designation
Florida Atlantic University 1993 — 1995
Business Administration, Finance
SunTrust Wealth Management December 2010 - Present
Wells Fargo Private Bank April 1998 - November 2010
Skills
Portfolio Management, Series 7, Alternative Investments, Investment Strategies, Investment Management, Investments, Wealth Management, Equities, Credit, Sales, Series 63, Asset Allocation, Hedge Funds, Private Equity
Education
Queens University of Charlotte 2002 — 2003
CFP Designation, Preparation program for the Certified Financial Planner designation
Florida Atlantic University 1993 — 1995
Business Administration, Finance
Olivia Fantozzi's Wells Fargo Private Bank Experience March 2012 - December 2013
Job Communications Consultant at Wells Fargo
Industry Public Relations and Communications
Experience
Wells Fargo December 2013 - Present
Wells Fargo Private Bank March 2012 - December 2013
d exposito & Partners October 2009 - February 2012
GlobalFluency August 2008 - October 2009
The Beacon September 2007 - August 2008
Pantin/Beber Silverstein June 2005 - June 2006
Skills
Advertising, Editorial, Facebook, Marketing Communications, Marketing Strategy, Media Planning, Media Relations, Online Advertising, Public Relations, Social Media Marketing, Social Media
Education
Florida International University 2004 — 2008
Communication, Public Relations, English
Wells Fargo December 2013 - Present
Wells Fargo Private Bank March 2012 - December 2013
d exposito & Partners October 2009 - February 2012
GlobalFluency August 2008 - October 2009
The Beacon September 2007 - August 2008
Pantin/Beber Silverstein June 2005 - June 2006
Skills
Advertising, Editorial, Facebook, Marketing Communications, Marketing Strategy, Media Planning, Media Relations, Online Advertising, Public Relations, Social Media Marketing, Social Media
Education
Florida International University 2004 — 2008
Communication, Public Relations, English
Nicole Dorazio Nicole Dorazio's Wells Fargo Private Bank Experience July 2015 - Present
Job Wealth Planning Analyst at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank July 2015 - Present
PNC Wealth Management January 2014 - June 2015
PNC Wealth Management June 2013 - January 2014
PNC Wealth Management June 2012 - August 2012
F.N.B. Corporation May 2011 - August 2011
rue21 June 2010 - August 2010
Skills
Wealth Management, Financial Planning, Retirement Planning, Portfolio Management, Education Funding, Public Speaking, Executive Compensation..., Estate Planning, Financial Analysis, PowerPoint, Loans
Education
Duquesne University School of Leadership and Professional Advancement
Executive Certificate in Financial Planning
Grove City College 2009 — 2013
Bachelor of Science (B.S.), Finance, General
The University of Stirling 2012 — 2012
Wells Fargo Private Bank July 2015 - Present
PNC Wealth Management January 2014 - June 2015
PNC Wealth Management June 2013 - January 2014
PNC Wealth Management June 2012 - August 2012
F.N.B. Corporation May 2011 - August 2011
rue21 June 2010 - August 2010
Skills
Wealth Management, Financial Planning, Retirement Planning, Portfolio Management, Education Funding, Public Speaking, Executive Compensation..., Estate Planning, Financial Analysis, PowerPoint, Loans
Education
Duquesne University School of Leadership and Professional Advancement
Executive Certificate in Financial Planning
Grove City College 2009 — 2013
Bachelor of Science (B.S.), Finance, General
The University of Stirling 2012 — 2012
Aimee Chester Aimee Chester's Wells Fargo Private Bank Experience March 2014 - Present
Job Senior Wealth Advisor, Vice President at Regions Financial Corporation
Industry Financial Services
Experience
Regions Financial Corporation July 2015 - Present
Wells Fargo Private Bank March 2014 - Present
BB&T April 2011 - December 2013
SunTrust Bank 2010 - 2011
Bank of America 2008 - 2009
Skills
Commercial Lending, Wealth, Loans, Credit, Wealth Management
Education
Leiden University
University of Tennessee-Knoxville - College of Business Administration
BS, Finance
Regions Financial Corporation July 2015 - Present
Wells Fargo Private Bank March 2014 - Present
BB&T April 2011 - December 2013
SunTrust Bank 2010 - 2011
Bank of America 2008 - 2009
Skills
Commercial Lending, Wealth, Loans, Credit, Wealth Management
Education
Leiden University
University of Tennessee-Knoxville - College of Business Administration
BS, Finance
Maja Milovic Maja Milovic's Wells Fargo Private Bank Experience Private BankerWells FargoFebruary 2005 - June 2008
Job Senior Private Client Associate at Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo Private Bank Private BankerWells FargoFebruary 2005 - June 2008
Skills
Banking, Loans, Credit, Retail Banking, Investments, Portfolio Management, Financial Analysis, Finance, Microsoft Office, Risk Management, Strategic Financial..., Financial Risk, Business Analysis, Business Strategy, Loan Servicing, Home Equity Loans, Commercial Lending
Education
University of Belgrade 1998 — 2003
BS, economics, international business
National University
Master of Business Administration (MBA), Finance and Financial Management Services
Wells Fargo Private Bank Private BankerWells FargoFebruary 2005 - June 2008
Skills
Banking, Loans, Credit, Retail Banking, Investments, Portfolio Management, Financial Analysis, Finance, Microsoft Office, Risk Management, Strategic Financial..., Financial Risk, Business Analysis, Business Strategy, Loan Servicing, Home Equity Loans, Commercial Lending
Education
University of Belgrade 1998 — 2003
BS, economics, international business
National University
Master of Business Administration (MBA), Finance and Financial Management Services
Rocky Francis, J.D., CTFA Rocky Francis, J.D., CTFA's Wells Fargo Private Bank Experience February 2011 - February 2012
Job Vice President Financial Related Services
Industry Financial Services
Experience
The Ayco Company, L.P. March 2013 - Present
UBS Financial Services February 2012 - March 2013
Wells Fargo Private Bank February 2011 - February 2012
The Ayco Company, L.P. September 2002 - February 2011
Education
Howard University School of Law 1999 — 2002
Juris Doctorate, Law
University of South Florida 1993 — 1998
B.A., Biology; B.A., Communications
The Ayco Company, L.P. March 2013 - Present
UBS Financial Services February 2012 - March 2013
Wells Fargo Private Bank February 2011 - February 2012
The Ayco Company, L.P. September 2002 - February 2011
Education
Howard University School of Law 1999 — 2002
Juris Doctorate, Law
University of South Florida 1993 — 1998
B.A., Biology; B.A., Communications
Lisa Waterman's Wells Fargo Private Bank Experience July 1989 - November 2010
Job President at Waterman Financial Services
Industry Financial Services
Experience
Waterman Financial Services January 2014 - Present
Rotary District 6540 April 2012 - Present
Fifth Third Private Bank November 2010 - January 2014
Rotary District 6540 July 2009 - April 2012
Wells Fargo April 2005 - November 2010
Wells Fargo Private Bank July 1989 - November 2010
Wells Fargo Bank 2002 - 2004
Wells Fargo 1999 - 2002
Norwest Bank 1993 - 1998
Skills
Strategic Financial..., Sales Management, Singing, Retirement Planning, Estate Planning, Insurance, Investments, Banking, Wealth Management, Retirement, Wealth, Trusts, Employee Benefits, Financial Planning, Annuities, Long Term Care, Pensions, Funding, Asset Management, Disability Insurance, Credit, IRA's, Mutual Funds, Savings, Investment Advisory, Inheritance Tax Planning, 401k, Securities, Wills, Long-term Care, Wealth Accumulation, Probate, Investment Strategies, Financial Advice, Series 7, Asset Allocation, High Net Worth..., Private Banking, Wealth Transfer, Financial Advisory, Trust Services, Loans, Bonds, Private Wealth..., Alternative Investments, Risk Management, Personal Finance, Retirement Income..., Fixed Income, Succession Planning
Education
Indiana University—Purdue University Fort Wayne 1980 — 1986
Business, Economics
Indiana University—Purdue University Fort Wayne
Bachelor of Science (B.S.) (Economics), Economics
Waterman Financial Services January 2014 - Present
Rotary District 6540 April 2012 - Present
Fifth Third Private Bank November 2010 - January 2014
Rotary District 6540 July 2009 - April 2012
Wells Fargo April 2005 - November 2010
Wells Fargo Private Bank July 1989 - November 2010
Wells Fargo Bank 2002 - 2004
Wells Fargo 1999 - 2002
Norwest Bank 1993 - 1998
Skills
Strategic Financial..., Sales Management, Singing, Retirement Planning, Estate Planning, Insurance, Investments, Banking, Wealth Management, Retirement, Wealth, Trusts, Employee Benefits, Financial Planning, Annuities, Long Term Care, Pensions, Funding, Asset Management, Disability Insurance, Credit, IRA's, Mutual Funds, Savings, Investment Advisory, Inheritance Tax Planning, 401k, Securities, Wills, Long-term Care, Wealth Accumulation, Probate, Investment Strategies, Financial Advice, Series 7, Asset Allocation, High Net Worth..., Private Banking, Wealth Transfer, Financial Advisory, Trust Services, Loans, Bonds, Private Wealth..., Alternative Investments, Risk Management, Personal Finance, Retirement Income..., Fixed Income, Succession Planning
Education
Indiana University—Purdue University Fort Wayne 1980 — 1986
Business, Economics
Indiana University—Purdue University Fort Wayne
Bachelor of Science (B.S.) (Economics), Economics
Connie Rogers's Wells Fargo Private Bank Experience October 2013 - Present
Job Regional Manager Investment & Fiduciary Services at Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo Private Bank October 2013 - Present
BBVA Compass April 2012 - October 2013
BBVA Compass 1997 - 2012
Bank of America October 1990 - August 1995
Skills
Wealth Management, Investment Management, Series 7, Portfolio Management, Asset Allocation, Series 63, Investment Advisory, Wealth Management..., Retirement Planning, Investments, Alternative Investments, Private Banking, Mutual Funds, High Net Worth..., Investment Strategies, Asset Management, Securities
Education
Drury University 1979 — 1983
BA, Business/Economics
University of North Carolina at Charlotte - Belk College of Business
MBA
Wells Fargo Private Bank October 2013 - Present
BBVA Compass April 2012 - October 2013
BBVA Compass 1997 - 2012
Bank of America October 1990 - August 1995
Skills
Wealth Management, Investment Management, Series 7, Portfolio Management, Asset Allocation, Series 63, Investment Advisory, Wealth Management..., Retirement Planning, Investments, Alternative Investments, Private Banking, Mutual Funds, High Net Worth..., Investment Strategies, Asset Management, Securities
Education
Drury University 1979 — 1983
BA, Business/Economics
University of North Carolina at Charlotte - Belk College of Business
MBA
Kathleen A. Stewart Kathleen A. Stewart's Wells Fargo Private Bank Experience July 2010 - April 2012
Job Wealth Strategist at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management November 2013 - Present
Financial Planning Association - Pittsburgh Chapter January 2011 - Present
fi360 April 2012 - October 2013
Wells Fargo Private Bank July 2010 - April 2012
Waldron Wealth Managment, LLC December 2008 - July 2010
PNC Advisors January 2001 - December 2008
The Ayco Company, L.P., a Goldman Sachs Company 1997 - 2001
Skills
Wealth Management, Estate Planning, Retirement Planning, Investments, New Business Development, Strategic Financial..., Public Speaking, Financial Analysis, Strategic Planning, Finance, Wealth, Investment Management, Wealth Management..., Trusts, Financial Services, Estate Tax Planning, Financial Planning, Mutual Funds, Asset Allocation
Education
Duquesne University School of Law 1990 — 1994
Doctor of Law (J.D.), Law
Duquesne University 1980 — 1983
BS, Business Adminisration
BNY Mellon Wealth Management November 2013 - Present
Financial Planning Association - Pittsburgh Chapter January 2011 - Present
fi360 April 2012 - October 2013
Wells Fargo Private Bank July 2010 - April 2012
Waldron Wealth Managment, LLC December 2008 - July 2010
PNC Advisors January 2001 - December 2008
The Ayco Company, L.P., a Goldman Sachs Company 1997 - 2001
Skills
Wealth Management, Estate Planning, Retirement Planning, Investments, New Business Development, Strategic Financial..., Public Speaking, Financial Analysis, Strategic Planning, Finance, Wealth, Investment Management, Wealth Management..., Trusts, Financial Services, Estate Tax Planning, Financial Planning, Mutual Funds, Asset Allocation
Education
Duquesne University School of Law 1990 — 1994
Doctor of Law (J.D.), Law
Duquesne University 1980 — 1983
BS, Business Adminisration
Matthew Michaels, CFA, CFP's Wells Fargo Private Bank Experience June 2010 - Present
Job Vice President & Senior Investment Manager at Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo Private Bank June 2010 - Present
Regions Bank July 2000 - June 2010
Skills
Investments, Wealth Management, Asset Allocation, Asset Management, Banking, Credit
Education
Indiana University Bloomington 1993 — 1997
BS, Business
Florida State University - College of Business
Indiana University - Kelley School of Business
Wells Fargo Private Bank June 2010 - Present
Regions Bank July 2000 - June 2010
Skills
Investments, Wealth Management, Asset Allocation, Asset Management, Banking, Credit
Education
Indiana University Bloomington 1993 — 1997
BS, Business
Florida State University - College of Business
Indiana University - Kelley School of Business
Deanne Liaros's Wells Fargo Private Bank Experience August 2007 - September 2008
Job Meeting Coordinator | Concierge Services| Client Centric
Industry Executive Office
Experience
Regus Management Group January 2012 - Present
Action Figures Staffing June 2011 - May 2012
Aon Hewitt - Benefits Administration September 2011 - December 2011
Periodontal & Implant Specialities, Ltd. January 2009 - December 2011
Wells Fargo Private Bank August 2007 - September 2008
Rubloff Wells Fargo Mortgage September 2005 - July 2007
Skills
Business Development, Building Relationships, Time Management, Sales Presentations, Troubleshooting, Customer Retention, Event Planning, Account Management, Relationship Building, Client Satisfaction
Education
Loyola University of Chicago
B.A., Political Science
Regus Management Group January 2012 - Present
Action Figures Staffing June 2011 - May 2012
Aon Hewitt - Benefits Administration September 2011 - December 2011
Periodontal & Implant Specialities, Ltd. January 2009 - December 2011
Wells Fargo Private Bank August 2007 - September 2008
Rubloff Wells Fargo Mortgage September 2005 - July 2007
Skills
Business Development, Building Relationships, Time Management, Sales Presentations, Troubleshooting, Customer Retention, Event Planning, Account Management, Relationship Building, Client Satisfaction
Education
Loyola University of Chicago
B.A., Political Science
Nadia Petrova Nadia Petrova's Wells Fargo Private Bank Experience January 2012 - Present
Job Senior Client Associate at Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo Private Bank January 2012 - Present
Wells Fargo Bank NA September 2009 - Present
Verizon wireless April 2005 - September 2009
Skills
Sales, Cross Selling, Credit Analysis, Mortgage Banking, Loans, Mortgage Lending, Commercial Banking, Credit, Banking, Retail Banking, Loan Origination, Lines Of Credit, Small Business Lending
Education
University of Phoenix 2007 — 2009
MBA, Marketing/Management
Florida Atlantic University 2003 — 2007
BS, Marketing/Management
Wells Fargo Private Bank January 2012 - Present
Wells Fargo Bank NA September 2009 - Present
Verizon wireless April 2005 - September 2009
Skills
Sales, Cross Selling, Credit Analysis, Mortgage Banking, Loans, Mortgage Lending, Commercial Banking, Credit, Banking, Retail Banking, Loan Origination, Lines Of Credit, Small Business Lending
Education
University of Phoenix 2007 — 2009
MBA, Marketing/Management
Florida Atlantic University 2003 — 2007
BS, Marketing/Management
Jennifer Miswald Jennifer Miswald's Wells Fargo Private Bank Experience December 2012 - Present
Job Wealth Planning Strategist, Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank December 2012 - Present
Wells Fargo December 2007 - December 2012
Morgan Kenwood Advisor February 1999 - December 2007
Skills
Insurance, High Net Worth..., Wealth Management, Wealth, Retirement Planning, Strategic Financial..., Wealth Management...
Education
Marquette University 1981 — 1985
Wells Fargo Private Bank December 2012 - Present
Wells Fargo December 2007 - December 2012
Morgan Kenwood Advisor February 1999 - December 2007
Skills
Insurance, High Net Worth..., Wealth Management, Wealth, Retirement Planning, Strategic Financial..., Wealth Management...
Education
Marquette University 1981 — 1985
Timothy Throckmorton Timothy Throckmorton's Wells Fargo Private Bank Experience 2010 - 2013
Job Director of Fiduciary Services at Webster Bank
Industry Financial Services
Experience
Webster Bank July 2013 - Present
Wells Fargo Private Bank 2010 - 2013
BANK OF AMERICA MERRILL LYNCH 2009 - 2010
Merrill Lynch Trust Company, FSB 2003 - 2009
U.S. Trust 2001 - 2002
Davidson, Dawson & Clark, LLP 1998 - 2001
Hawthorne, Ackerly & Dorrance, LLC 1993 - 1998
IBM Credit Corporation 1989 - 1993
Skills
Estate Planning, Leadership, Management, Nonprofits, Philanthropy, Training, Sales, Trusts, High Net Worth..., Relationship Management, Asset Management, CRM, Wealth Management, Investment Advisory, Portfolio Management, Financial Advisory, Investment Management, Strategy, Asset Allocation, Wealth Management..., Retirement Planning, Mergers & Acquisitions
Education
Quinnipiac University School of Law 1989 — 1993
Master of Laws (LLM), Taxation
New York Law School 1985 — 1989
Doctor of Law (JD)
University of Denver 1977 — 1981
BSBA, Finance and Marketing
Webster Bank July 2013 - Present
Wells Fargo Private Bank 2010 - 2013
BANK OF AMERICA MERRILL LYNCH 2009 - 2010
Merrill Lynch Trust Company, FSB 2003 - 2009
U.S. Trust 2001 - 2002
Davidson, Dawson & Clark, LLP 1998 - 2001
Hawthorne, Ackerly & Dorrance, LLC 1993 - 1998
IBM Credit Corporation 1989 - 1993
Skills
Estate Planning, Leadership, Management, Nonprofits, Philanthropy, Training, Sales, Trusts, High Net Worth..., Relationship Management, Asset Management, CRM, Wealth Management, Investment Advisory, Portfolio Management, Financial Advisory, Investment Management, Strategy, Asset Allocation, Wealth Management..., Retirement Planning, Mergers & Acquisitions
Education
Quinnipiac University School of Law 1989 — 1993
Master of Laws (LLM), Taxation
New York Law School 1985 — 1989
Doctor of Law (JD)
University of Denver 1977 — 1981
BSBA, Finance and Marketing
John Gianni, MBA, CTFA John Gianni, MBA, CTFA's Wells Fargo Private Bank Experience November 2008 - July 2012
Job Wealth Advisor at Key Private Bank
Industry Financial Services
Experience
Key Private Bank October 2014 - Present
Capital One July 2012 - October 2014
Wells Fargo Private Bank November 2008 - July 2012
JP Morgan February 2005 - November 2008
US Trust August 2001 - September 2004
Citi Group 1996 - 2001
Skills
Wealth Management, High Net Worth..., Investment Management, Cross Selling, Trust Services, Estate Planning, Investment Advisory, Investments, Portfolio Management, Private Banking, Trusts, Investment Strategies, Fixed Income, Relationship Management, Mutual Funds, Finance, Securities, Asset Management
Education
Wells Fargo Private Bank 2011 — 2011
Business Succession Specialist Program
Dowling College 2008 — 2010
MBA, Management - 4.0 GPA
Dowling College 1991 — 1995
BS, Finance
Key Private Bank October 2014 - Present
Capital One July 2012 - October 2014
Wells Fargo Private Bank November 2008 - July 2012
JP Morgan February 2005 - November 2008
US Trust August 2001 - September 2004
Citi Group 1996 - 2001
Skills
Wealth Management, High Net Worth..., Investment Management, Cross Selling, Trust Services, Estate Planning, Investment Advisory, Investments, Portfolio Management, Private Banking, Trusts, Investment Strategies, Fixed Income, Relationship Management, Mutual Funds, Finance, Securities, Asset Management
Education
Wells Fargo Private Bank 2011 — 2011
Business Succession Specialist Program
Dowling College 2008 — 2010
MBA, Management - 4.0 GPA
Dowling College 1991 — 1995
BS, Finance
Adrie Maciel Adrie Maciel's Wells Fargo Private Bank Experience October 2008 - July 2011
Job Credit Associate
Industry Financial Services
Experience
Wells Fargo Wealth Management August 2011 - Present
Wells Fargo Private Bank October 2008 - July 2011
Century 21 2011 - 2011
Wells Fargo Bank September 2005 - October 2008
Skills
Loans, Banking, Credit Analysis, Financial Analysis, Portfolio Management, Credit, Commercial Banking, Commercial Lending, Small Business Lending, Lines Of Credit, Consumer Lending, Wealth Management, Private Banking, Retail Banking, Finance, Financial Services
Education
Fresno Pacific University 2013 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management
Wells Fargo Wealth Management August 2011 - Present
Wells Fargo Private Bank October 2008 - July 2011
Century 21 2011 - 2011
Wells Fargo Bank September 2005 - October 2008
Skills
Loans, Banking, Credit Analysis, Financial Analysis, Portfolio Management, Credit, Commercial Banking, Commercial Lending, Small Business Lending, Lines Of Credit, Consumer Lending, Wealth Management, Private Banking, Retail Banking, Finance, Financial Services
Education
Fresno Pacific University 2013 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management
Bryan Hatfield Bryan Hatfield's Wells Fargo Private Bank Experience March 2010 - October 2011
Job Wealth Lending Team Director
Industry Banking
Experience
BB&T September 2011 - Present
Wells Fargo Private Bank March 2010 - October 2011
US Trust, Bank of America Private Wealth Management May 2005 - February 2010
US Trust, Bank of America Private Wealth Management January 2001 - January 2005
Transamerica Commercial Finance January 1998 - January 2001
Skills
Asset Management, Credit, Portfolio Management, Trust Services, Wealth Management..., CRM, Finance, Financial Services, Loans, Relationship Management, Risk Management, Structured Finance, Team Leadership, Underwriting, Wealth Management, Commercial Lending, Lines Of Credit, Private Banking
Education
Pfeiffer University
MBA
Marshall University
BBA Degree, Accounting
BB&T September 2011 - Present
Wells Fargo Private Bank March 2010 - October 2011
US Trust, Bank of America Private Wealth Management May 2005 - February 2010
US Trust, Bank of America Private Wealth Management January 2001 - January 2005
Transamerica Commercial Finance January 1998 - January 2001
Skills
Asset Management, Credit, Portfolio Management, Trust Services, Wealth Management..., CRM, Finance, Financial Services, Loans, Relationship Management, Risk Management, Structured Finance, Team Leadership, Underwriting, Wealth Management, Commercial Lending, Lines Of Credit, Private Banking
Education
Pfeiffer University
MBA
Marshall University
BBA Degree, Accounting
Manuel (Manny) Perez-Carrillo Manuel (Manny) Perez-Carrillo's Wells Fargo Private Bank Experience June 2009 - August 2011
Job Executive Vice President South Florida Division at Suntrust Bank Private Wealth Management
Industry Banking
Experience
Suntrust Bank - Private Wealth Management September 2011 - Present
Wells Fargo - Private Bank June 2009 - August 2011
Wachovia Bank NA January 2008 - May 2009
Wachovia Bank NA January 2006 - December 2007
Wachovia Bank NA February 2000 - December 2005
Wachovia Bank NA June 1988 - January 2000
Skills
Wealth Management, High Net Worth..., Strategic Financial..., Series 7, Investments, Wealth Management..., Estate Planning, Retirement Planning, Banking, Asset Managment, Investment Management, Private Banking
Education
Florida International University 1996 — 1997
Graduate Tax Studies, Taxation
Trinity International University 1990 — 1994
BS, Cum Laude, Business and Human Resources Management
Suntrust Bank - Private Wealth Management September 2011 - Present
Wells Fargo - Private Bank June 2009 - August 2011
Wachovia Bank NA January 2008 - May 2009
Wachovia Bank NA January 2006 - December 2007
Wachovia Bank NA February 2000 - December 2005
Wachovia Bank NA June 1988 - January 2000
Skills
Wealth Management, High Net Worth..., Strategic Financial..., Series 7, Investments, Wealth Management..., Estate Planning, Retirement Planning, Banking, Asset Managment, Investment Management, Private Banking
Education
Florida International University 1996 — 1997
Graduate Tax Studies, Taxation
Trinity International University 1990 — 1994
BS, Cum Laude, Business and Human Resources Management
Heidi Coombs, CFP®, CTFA's Wells Fargo Private Bank Experience November 2008 - Present
Job Fiduciary Advisory Specialist at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank November 2008 - Present
Education
Texas Christian University 2004 — 2005
Montana State University-Billings 1992 — 1994
BS
Wells Fargo Private Bank November 2008 - Present
Education
Texas Christian University 2004 — 2005
Montana State University-Billings 1992 — 1994
BS
Jason Stahl, CFP® Jason Stahl, CFP®'s Wells Fargo Private Bank Experience January 2011 - March 2012
Job Wealth Strategies Analyst at US Trust
Industry Banking
Experience
U.S. Trust July 2014 - Present
US Trust March 2012 - July 2014
Wells Fargo Private Bank January 2011 - March 2012
LexisNexis June 2010 - December 2010
Montclair High School Crew February 2009 - June 2010
Flashlight Interactive February 2010 - May 2010
Kid Clan Services, Inc. February 2009 - July 2009
Deep Springs Investment Management June 2008 - November 2008
Vassar College June 2007 - May 2008
Skills
SEO, Discovery, Qualitative Research, Event Planning, Coaching, Presentation Preparation, Group Presentations, SharePoint, Database Design, Private Client Services, Superior Client Service
Education
Vassar College 2004 — 2008
B.A., History, Minor: Quantitative Economics
National University of Ireland, Galway 2006 — 2006
Visiting Student
Montclair High School 2000 — 2004
U.S. Trust July 2014 - Present
US Trust March 2012 - July 2014
Wells Fargo Private Bank January 2011 - March 2012
LexisNexis June 2010 - December 2010
Montclair High School Crew February 2009 - June 2010
Flashlight Interactive February 2010 - May 2010
Kid Clan Services, Inc. February 2009 - July 2009
Deep Springs Investment Management June 2008 - November 2008
Vassar College June 2007 - May 2008
Skills
SEO, Discovery, Qualitative Research, Event Planning, Coaching, Presentation Preparation, Group Presentations, SharePoint, Database Design, Private Client Services, Superior Client Service
Education
Vassar College 2004 — 2008
B.A., History, Minor: Quantitative Economics
National University of Ireland, Galway 2006 — 2006
Visiting Student
Montclair High School 2000 — 2004
Margaret Greene Margaret Greene's Wells Fargo Private Bank Experience March 2004 - May 2013
Job Retired at Retired
Industry Banking
Experience
Retired October 2011 - Present
Wells Fargo Private Bank March 2004 - May 2013
Wells Fargo Bank 1999 - 2001
Skills
Wealth Management, Portfolio Management, Banking, Series 7, Investments, Financial Analysis, Estate Planning, Credit, Financial Services, Retirement Planning, Securities, Loans, Mutual Funds, Asset Management, Risk Management
Education
Mills College 1964 — 1968
BA, Economics
Retired October 2011 - Present
Wells Fargo Private Bank March 2004 - May 2013
Wells Fargo Bank 1999 - 2001
Skills
Wealth Management, Portfolio Management, Banking, Series 7, Investments, Financial Analysis, Estate Planning, Credit, Financial Services, Retirement Planning, Securities, Loans, Mutual Funds, Asset Management, Risk Management
Education
Mills College 1964 — 1968
BA, Economics
Diego A. Velez's Wells Fargo Private Bank Experience September 2013 - August 2015
Job Investment Manager at Wells Fargo Wealth Management
Industry Investment Management
Experience
Wells Fargo Wealth Management September 2015 - Present
Wells Fargo Private Bank September 2013 - August 2015
FBR & Co. July 2012 - August 2012
Cambridge Associates July 2009 - July 2011
Cambridge Associates January 2009 - June 2009
Cambridge Associates January 2008 - December 2008
Skills
Microsoft Office, Financial Modeling, Valuation, Financial Analysis, Bloomberg, Investments, Equity Research, Portfolio Management, Investment Strategies, Equities, Corporate Finance, Alternative Investments, Bloomberg Terminal, Asset Allocation, Hedge Funds, Economics, Quantitative Analytics, Asset Managment, Data Analysis, Investment Management, Capital Markets, Fixed Income, Private Equity, Equity Valuation
Education
University of Maryland - Robert H. Smith School of Business 2011 — 2013
Master of Business Administration (MBA), Finance, General
James Madison University 2004 — 2007
Bachelor of Business Administration (B.B.A.), Finance, International Business
Wells Fargo Wealth Management September 2015 - Present
Wells Fargo Private Bank September 2013 - August 2015
FBR & Co. July 2012 - August 2012
Cambridge Associates July 2009 - July 2011
Cambridge Associates January 2009 - June 2009
Cambridge Associates January 2008 - December 2008
Skills
Microsoft Office, Financial Modeling, Valuation, Financial Analysis, Bloomberg, Investments, Equity Research, Portfolio Management, Investment Strategies, Equities, Corporate Finance, Alternative Investments, Bloomberg Terminal, Asset Allocation, Hedge Funds, Economics, Quantitative Analytics, Asset Managment, Data Analysis, Investment Management, Capital Markets, Fixed Income, Private Equity, Equity Valuation
Education
University of Maryland - Robert H. Smith School of Business 2011 — 2013
Master of Business Administration (MBA), Finance, General
James Madison University 2004 — 2007
Bachelor of Business Administration (B.B.A.), Finance, International Business
Matthew Mozer, CFP® Matthew Mozer, CFP®'s Wells Fargo Private Bank Experience October 2013 - Present
Job Wealth Planner, AVP at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank October 2013 - Present
RegentAtlantic Capital, LLC January 2011 - October 2013
RegentAtlantic Capital, LLC November 2009 - December 2010
Education
Fairleigh Dickinson University 2010 — 2011
Certification, Financial Planning
Lafayette College 2005 — 2009
Bachelor of Arts, Economics and Business
Wells Fargo Private Bank October 2013 - Present
RegentAtlantic Capital, LLC January 2011 - October 2013
RegentAtlantic Capital, LLC November 2009 - December 2010
Education
Fairleigh Dickinson University 2010 — 2011
Certification, Financial Planning
Lafayette College 2005 — 2009
Bachelor of Arts, Economics and Business
Justin Walsh Justin Walsh's Wells Fargo Private Bank Experience May 2010 - April 2013
Job Wealth Management Advisor
Industry Investment Management
Experience
TIAA-CREF August 2015 - Present
TD Private Bank April 2013 - April 2015
Wells Fargo Private Bank May 2010 - April 2013
US Trust/Bank of America Private Wealth Management June 2006 - March 2009
Citizens Financial Group, Inc. January 2004 - April 2006
Morgan Stanley April 1998 - January 2004
Merrill Lynch August 1989 - April 1998
Skills
Wealth Management, Investments, Portfolio Management, Wealth Management..., Banking, Alternative Investments, Asset Allocation, Retirement Planning, New Business Development, Meteorology, Weather Forecasting, Management, Teamwork, Investment Strategies, Leadership, Tax, Securities, Comprehensive Wealth..., Project Management, Holistic Financial..., Broadcast Television
Education
Iona College 1985 — 1989
BA-Communications, Communication and Media Studies
TIAA-CREF August 2015 - Present
TD Private Bank April 2013 - April 2015
Wells Fargo Private Bank May 2010 - April 2013
US Trust/Bank of America Private Wealth Management June 2006 - March 2009
Citizens Financial Group, Inc. January 2004 - April 2006
Morgan Stanley April 1998 - January 2004
Merrill Lynch August 1989 - April 1998
Skills
Wealth Management, Investments, Portfolio Management, Wealth Management..., Banking, Alternative Investments, Asset Allocation, Retirement Planning, New Business Development, Meteorology, Weather Forecasting, Management, Teamwork, Investment Strategies, Leadership, Tax, Securities, Comprehensive Wealth..., Project Management, Holistic Financial..., Broadcast Television
Education
Iona College 1985 — 1989
BA-Communications, Communication and Media Studies
Sue Gray Sue Gray's Wells Fargo Private Bank Experience November 2011 - Present
Job Senior Vice President and Wealth Advisor, Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo Private Bank November 2011 - Present
BBVA Compass Wealth Management April 2007 - November 2011
US Trust July 1992 - March 2007
Skills
Wealth Management..., Wealth Planning..., Wealth Preservation, Private Banking, Financial Services, Relationship Management, Risk Management, Asset Allocation, Banking, Credit, Loans, Business Development
Education
LeTourneau University
Bachelor's Degree, Business Administration, Management and Operations
Wells Fargo Private Bank November 2011 - Present
BBVA Compass Wealth Management April 2007 - November 2011
US Trust July 1992 - March 2007
Skills
Wealth Management..., Wealth Planning..., Wealth Preservation, Private Banking, Financial Services, Relationship Management, Risk Management, Asset Allocation, Banking, Credit, Loans, Business Development
Education
LeTourneau University
Bachelor's Degree, Business Administration, Management and Operations
Amanda Wedl Amanda Wedl's Wells Fargo Private Bank Experience 2004 - 2007
Job Attorney and Owner of Wedl Law Firm
Industry Law Practice
Experience
Wedl Law Firm February 2013 - Present
Self Employed 2007 - 2013
Wells Fargo Private Bank 2004 - 2007
Skills
Estate Planning, Asset..., Asset Protection, Certified Financial..., Estate Planning, Estate Tax Planning, Gift Tax, High Net Worth..., Personal Finance, Wealth Management, Wills, Trusts, Finance, Private Banking, Estate Administration, Lexis, Legal Writing, Legal Research, Trials
Education
Marquette University Law School 2000 — 2003
Doctor of Law (JD)
University of Wisconsin-Eau Claire 1995 — 1998
Bachelor of Arts (BA), English Language and Literature, General
Wedl Law Firm February 2013 - Present
Self Employed 2007 - 2013
Wells Fargo Private Bank 2004 - 2007
Skills
Estate Planning, Asset..., Asset Protection, Certified Financial..., Estate Planning, Estate Tax Planning, Gift Tax, High Net Worth..., Personal Finance, Wealth Management, Wills, Trusts, Finance, Private Banking, Estate Administration, Lexis, Legal Writing, Legal Research, Trials
Education
Marquette University Law School 2000 — 2003
Doctor of Law (JD)
University of Wisconsin-Eau Claire 1995 — 1998
Bachelor of Arts (BA), English Language and Literature, General
Erin Nordquist Erin Nordquist's Wells Fargo Private Bank Experience March 2013 - Present
Job Home Loan Processor at Wells Fargo Private Bank
Industry Real Estate
Experience
Wells Fargo Private Bank March 2013 - Present
Wake County Public School System November 2011 - March 2013
Wake County Public Schools September 2008 - October 2011
Bank of America June 1992 - May 2005
Education
East Carolina University 1985 — 1991
Business Management/Human Resources
Wells Fargo Private Bank March 2013 - Present
Wake County Public School System November 2011 - March 2013
Wake County Public Schools September 2008 - October 2011
Bank of America June 1992 - May 2005
Education
East Carolina University 1985 — 1991
Business Management/Human Resources
Amala Thakkar Amala Thakkar's Wells Fargo Private Bank Experience April 2005 - June 2011
Job Senior Strategist at Wells Fargo Wealth Brokerage & Retirement
Industry Investment Management
Experience
Wells Fargo Wealth Brokerage & Retirement September 2013 - Present
Wells Fargo Wealth Mgmt July 2011 - August 2013
Wells Fargo Private Bank April 2005 - June 2011
Skills
Investments, Wealth Management, Asset Management, Portfolio Management, Series 7, Equities, Asset Allocation, Fixed Income, Mutual Funds, Investment Strategies, Hedge Funds
Education
Massachusetts Institute of Technology 1989 — 1991
MS, Economics
Smith College
BA, Economics & Computer Science
Wells Fargo Wealth Brokerage & Retirement September 2013 - Present
Wells Fargo Wealth Mgmt July 2011 - August 2013
Wells Fargo Private Bank April 2005 - June 2011
Skills
Investments, Wealth Management, Asset Management, Portfolio Management, Series 7, Equities, Asset Allocation, Fixed Income, Mutual Funds, Investment Strategies, Hedge Funds
Education
Massachusetts Institute of Technology 1989 — 1991
MS, Economics
Smith College
BA, Economics & Computer Science
Andrea LoMonaco's Wells Fargo Private Bank Experience October 2011 - Present
Job Mortgage Professional at Mortgage Master
Industry Banking
Experience
Mortgage Master September 2015 - Present
Wells Fargo Private Bank October 2011 - Present
HSBC Mortgage Corporation December 2007 - May 2011
Skills
Mortgage Lending, Loans, Banking, Loan Origination, Mortgage Banking, Sales, Credit, Real Estate, Residential Mortgages, Investment Properties, Budgets, Commercial Mortgages, Credit Analysis, Credit Risk, Customer Service, Equities, FHA, FHA financing, Finance, Investments, Lines Of Credit, Management, Mortgage Underwriting, Real Estate Financing, Real Estate Transactions, Refinance, Sales Management, VA loans, Options, Portfolio Management, Private Banking, Relationship Management, Retail Banking, Strategic Planning, Syndications, Underwriting, USDA, Wealth Management, FHA Financing
Education
George Mason University 1990 — 1995
BA, Political Science
Mortgage Master September 2015 - Present
Wells Fargo Private Bank October 2011 - Present
HSBC Mortgage Corporation December 2007 - May 2011
Skills
Mortgage Lending, Loans, Banking, Loan Origination, Mortgage Banking, Sales, Credit, Real Estate, Residential Mortgages, Investment Properties, Budgets, Commercial Mortgages, Credit Analysis, Credit Risk, Customer Service, Equities, FHA, FHA financing, Finance, Investments, Lines Of Credit, Management, Mortgage Underwriting, Real Estate Financing, Real Estate Transactions, Refinance, Sales Management, VA loans, Options, Portfolio Management, Private Banking, Relationship Management, Retail Banking, Strategic Planning, Syndications, Underwriting, USDA, Wealth Management, FHA Financing
Education
George Mason University 1990 — 1995
BA, Political Science
Erik Shusted, JD Erik Shusted, JD's Wells Fargo Private Bank Experience September 2008 - June 2012
Job Senior Relationship Manager at PNC Wealth Management
Industry Financial Services
Experience
Wells Fargo Private Bank September 2008 - June 2012
Wachovia Nonprofit and Philanthropic Services January 2007 - September 2008
Wachovia Trust Company October 1999 - 2006
Kelly McLaughlin and Foster September 1989 - October 1999
Education
Widener University School of Law 1986 — 1989
JD, Estate Planning
Gettysburg College 1982 — 1986
BS, Political Science
Wells Fargo Private Bank September 2008 - June 2012
Wachovia Nonprofit and Philanthropic Services January 2007 - September 2008
Wachovia Trust Company October 1999 - 2006
Kelly McLaughlin and Foster September 1989 - October 1999
Education
Widener University School of Law 1986 — 1989
JD, Estate Planning
Gettysburg College 1982 — 1986
BS, Political Science
Arika Baria-Garcia's Wells Fargo Private Bank Experience November 2010 - Present
Job Wealth Planning Associate
Industry Investment Banking
Experience
Wells Fargo Private Bank November 2010 - Present
Wells Fargo Wealth Management Group September 2012 - July 2013
Wealth Management Group July 2007 - November 2010
Skills
Project Management, Event Planning, Program Coordination, Budgets, Wealth Management, Administrative..., Management, Sales, CRM, Accounting, Event Management, Strategic Financial..., Customer Service, Marketing, Recruiting
Education
Merced College
Associates, Journalism
San Francisco State University
B.S, Communications
Wells Fargo Private Bank November 2010 - Present
Wells Fargo Wealth Management Group September 2012 - July 2013
Wealth Management Group July 2007 - November 2010
Skills
Project Management, Event Planning, Program Coordination, Budgets, Wealth Management, Administrative..., Management, Sales, CRM, Accounting, Event Management, Strategic Financial..., Customer Service, Marketing, Recruiting
Education
Merced College
Associates, Journalism
San Francisco State University
B.S, Communications
Ted Williams, CFP®'s Wells Fargo Private Bank Experience January 2015 - Present
Job Fiduciary Advisory Specialist at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank January 2015 - Present
Insurance General Agent January 2013 - December 2014
Wells Fargo Advisors February 2011 - September 2012
Wells Fargo Private Bank August 2008 - March 2011
JPMorgan Private Client Services March 2004 - August 2008
Prudential Financial October 1996 - March 2004
Iberville Parish School System January 1993 - June 1996
Skills
Investments, Financial Services, Retirement Planning, Wealth Management, Insurance, Wealth, Life Insurance, Long Term Care Insurance, Financial Advisory, Asset Allocation, Disability Insurance
Education
Louisiana State University 1990 — 1991
Bachelor of Science, Secondary Education
Louisiana State University 1988 — 1990
Bachelor of Arts, History and Political Science
Wells Fargo Private Bank January 2015 - Present
Insurance General Agent January 2013 - December 2014
Wells Fargo Advisors February 2011 - September 2012
Wells Fargo Private Bank August 2008 - March 2011
JPMorgan Private Client Services March 2004 - August 2008
Prudential Financial October 1996 - March 2004
Iberville Parish School System January 1993 - June 1996
Skills
Investments, Financial Services, Retirement Planning, Wealth Management, Insurance, Wealth, Life Insurance, Long Term Care Insurance, Financial Advisory, Asset Allocation, Disability Insurance
Education
Louisiana State University 1990 — 1991
Bachelor of Science, Secondary Education
Louisiana State University 1988 — 1990
Bachelor of Arts, History and Political Science
Jesse Little Jesse Little's Wells Fargo Private Bank Experience January 2013 - Present
Job Regional Wealth Planning Manager at Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo Private Bank January 2013 - Present
Wells Fargo Private Bank October 2010 - December 2012
Morris Law Group February 2009 - April 2011
Greenberg Traurig August 2004 - January 2009
Stokes Bartholomew Evans & Petree August 2002 - July 2004
Skills
Trusts, Estate Administration, Succession Planning, Asset Protection, High Net Worth..., Wealth, Estate Planning, Wills, Estate Tax Planning, Charities, Income Tax
Education
University of Florida - Fredric G. Levin College of Law 2001 — 2002
LL.M., Tax Law
Florida State University College of Law 1998 — 2001
JD, Law
Florida State University 1993 — 1998
BS, Accounting
Wells Fargo Private Bank January 2013 - Present
Wells Fargo Private Bank October 2010 - December 2012
Morris Law Group February 2009 - April 2011
Greenberg Traurig August 2004 - January 2009
Stokes Bartholomew Evans & Petree August 2002 - July 2004
Skills
Trusts, Estate Administration, Succession Planning, Asset Protection, High Net Worth..., Wealth, Estate Planning, Wills, Estate Tax Planning, Charities, Income Tax
Education
University of Florida - Fredric G. Levin College of Law 2001 — 2002
LL.M., Tax Law
Florida State University College of Law 1998 — 2001
JD, Law
Florida State University 1993 — 1998
BS, Accounting
Benjamin Green, PMP Benjamin Green, PMP's Wells Fargo Private Bank Experience January 2010 - April 2011
Job Senior Project Manager at M Squared Consulting
Industry Information Technology and Services
Experience
Kaiser Permanente IT February 2014 - Present
M Squared Consulting February 2014 - Present
Kaiser Permanente IT January 2012 - January 2014
Dorfman Pacific June 2011 - October 2011
Wells Fargo Private Bank January 2010 - April 2011
Washington Mutual January 2008 - January 2009
Kaiser Permanente March 2006 - November 2007
Touro University - California December 2003 - September 2004
SBI and Company January 1996 - June 2001
Blue Cross Blue Shield October 1986 - January 1996
Skills
User Training, Business Analysis, Integration, Project Management, Change Management, Software Development, Business Requirements, PMO, CRM, Project Planning, Management, Analysis, Data Analysis, Team Management, Training, Access, Team Building, PMP, Business Development, Performance Management, SDLC, Requirements Analysis, Vendor Management, Software Documentation, Process Improvement
Education
DeVry 1996 — 1998
BS, Technical Management
Rock Valley College 1986 — 1988
AS, Computer Science
Illinois State University 1981 — 1985
Math/Physics
South Beloit High School
Kaiser Permanente IT February 2014 - Present
M Squared Consulting February 2014 - Present
Kaiser Permanente IT January 2012 - January 2014
Dorfman Pacific June 2011 - October 2011
Wells Fargo Private Bank January 2010 - April 2011
Washington Mutual January 2008 - January 2009
Kaiser Permanente March 2006 - November 2007
Touro University - California December 2003 - September 2004
SBI and Company January 1996 - June 2001
Blue Cross Blue Shield October 1986 - January 1996
Skills
User Training, Business Analysis, Integration, Project Management, Change Management, Software Development, Business Requirements, PMO, CRM, Project Planning, Management, Analysis, Data Analysis, Team Management, Training, Access, Team Building, PMP, Business Development, Performance Management, SDLC, Requirements Analysis, Vendor Management, Software Documentation, Process Improvement
Education
DeVry 1996 — 1998
BS, Technical Management
Rock Valley College 1986 — 1988
AS, Computer Science
Illinois State University 1981 — 1985
Math/Physics
South Beloit High School
Rick Spencer, CFA Rick Spencer, CFA's Wells Fargo Private Bank Experience November 1999 - July 2009
Job FixedIncome Trader
Industry Financial Services
Experience
1st Global September 2015 - Present
TD Ameritrade January 2013 - July 2015
Fidelity Investments May 2011 - January 2013
Cornerstone Wealth Strategies January 2010 - May 2011
Wells Fargo Private Bank November 1999 - July 2009
HD Vest Advisory Services May 1998 - October 1999
Wachovia Bank August 1993 - April 1998
East Carolina University August 1987 - May 1993
Skills
Portfolio Management, Alternative Investments, Asset Allocation, Financial Services, Investments, Investment Strategies, Mutual Funds, Equities, Bonds, Investment Advisory, Fixed Income, Derivatives, Financial Analysis, Equity Research, Equity Valuation, Analysis, Performance Measurement, Equity Derivatives, Equity Trading, Limited Partnerships, Performance Reporting, Valuation, Investment Management, Asset Management, Performance Attribution, Fund Analysis, Wealth Management, Finance, Series 7, Securities, Risk Management, Trading, Microsoft Excel, MS Excel Pivot Tables, Excel Models, series 66, Financial Statements
Education
East Carolina University - College of Business 1984 — 1986
MBA, Business
East Carolina University 1977 — 1982
BA, Philosophy & Psychology
1st Global September 2015 - Present
TD Ameritrade January 2013 - July 2015
Fidelity Investments May 2011 - January 2013
Cornerstone Wealth Strategies January 2010 - May 2011
Wells Fargo Private Bank November 1999 - July 2009
HD Vest Advisory Services May 1998 - October 1999
Wachovia Bank August 1993 - April 1998
East Carolina University August 1987 - May 1993
Skills
Portfolio Management, Alternative Investments, Asset Allocation, Financial Services, Investments, Investment Strategies, Mutual Funds, Equities, Bonds, Investment Advisory, Fixed Income, Derivatives, Financial Analysis, Equity Research, Equity Valuation, Analysis, Performance Measurement, Equity Derivatives, Equity Trading, Limited Partnerships, Performance Reporting, Valuation, Investment Management, Asset Management, Performance Attribution, Fund Analysis, Wealth Management, Finance, Series 7, Securities, Risk Management, Trading, Microsoft Excel, MS Excel Pivot Tables, Excel Models, series 66, Financial Statements
Education
East Carolina University - College of Business 1984 — 1986
MBA, Business
East Carolina University 1977 — 1982
BA, Philosophy & Psychology
Mark Lerner's Wells Fargo Private Bank Experience 2012 - 2015
Job SVP Senior Private Banker Sports, Entertainment & Private Banking Division at City National Bank
Industry Financial Services
Experience
City National Bank 2015 - Present
Community & Southern Bank 2015 - 2015
Wells Fargo Private Bank 2012 - 2015
Regions Private Wealth Management 2005 - 2012
Wachovia and SouthTrust (both now known as Wells Fargo) 1990 - 2005
Skills
Wealth Management, Private Banking, Asset Managment, Investments, Commercial Lending, Consumer Lending, Aircraft Finance, Yacht Lending, Securities Lending, Residential Mortgages, Commercial Mortgages, Insurance Brokerage, Premium Financing, Lines Of Credit, Letters of Credit, Mortgage Lending, Risk Management, Asset Management, Finance, Retirement Planning, Credit, Loans
Education
Georgia State University - J. Mack Robinson College of Business
Business Administration, Management, Finance & Real Estate
City National Bank 2015 - Present
Community & Southern Bank 2015 - 2015
Wells Fargo Private Bank 2012 - 2015
Regions Private Wealth Management 2005 - 2012
Wachovia and SouthTrust (both now known as Wells Fargo) 1990 - 2005
Skills
Wealth Management, Private Banking, Asset Managment, Investments, Commercial Lending, Consumer Lending, Aircraft Finance, Yacht Lending, Securities Lending, Residential Mortgages, Commercial Mortgages, Insurance Brokerage, Premium Financing, Lines Of Credit, Letters of Credit, Mortgage Lending, Risk Management, Asset Management, Finance, Retirement Planning, Credit, Loans
Education
Georgia State University - J. Mack Robinson College of Business
Business Administration, Management, Finance & Real Estate
Sabrina Maria LaFleur, ADPA(R), CFP(R), MBA Sabrina Maria LaFleur, ADPA(R), CFP(R), MBA's Wells Fargo Private Bank Experience October 2014 - Present
Job Wealth Planning Analyst | Assistant Vice President
Industry Financial Services
Experience
Wells Fargo Private Bank October 2014 - Present
Wells Fargo June 2013 - October 2014
Consolidated Planning Corporation Raymond James June 2008 - May 2013
Washington Mutual & WaMu Investments September 2005 - May 2008
Bank of America June 2004 - June 2005
Skills
CERTIFIED FINANCIAL..., Estate Planning, Strategic Financial..., Finance, Investments, Financial Analysis, Financial Modeling, Proficient in Microsoft..., Life and Accident &..., Series 63, Variable Annuities, Variable Life, Life Insurance, Fixed Annuities, Securities, Financial Advisory, Insurance, Banking, Retirement, Loans, Consumer Lending, Credit, 401k, Series 7, 401k Rollovers, Employee Benefits, Fixed Income, Mutual Funds, Financial Planning
Education
Georgia State University - J. Mack Robinson College of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance
Toulouse Business School 2014 — 2014
Study Abroad - May 2014, Marketing and Management in the European Union
Oglethorpe University 2006 — 2007
Financial Planning Program
Spelman College 2000 — 2004
Bachelor of Science (B.S.), Mathematics
Wells Fargo Private Bank October 2014 - Present
Wells Fargo June 2013 - October 2014
Consolidated Planning Corporation Raymond James June 2008 - May 2013
Washington Mutual & WaMu Investments September 2005 - May 2008
Bank of America June 2004 - June 2005
Skills
CERTIFIED FINANCIAL..., Estate Planning, Strategic Financial..., Finance, Investments, Financial Analysis, Financial Modeling, Proficient in Microsoft..., Life and Accident &..., Series 63, Variable Annuities, Variable Life, Life Insurance, Fixed Annuities, Securities, Financial Advisory, Insurance, Banking, Retirement, Loans, Consumer Lending, Credit, 401k, Series 7, 401k Rollovers, Employee Benefits, Fixed Income, Mutual Funds, Financial Planning
Education
Georgia State University - J. Mack Robinson College of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance
Toulouse Business School 2014 — 2014
Study Abroad - May 2014, Marketing and Management in the European Union
Oglethorpe University 2006 — 2007
Financial Planning Program
Spelman College 2000 — 2004
Bachelor of Science (B.S.), Mathematics
Robert J. Robes's Wells Fargo Private Bank Experience August 2015 - Present
Job Sr. Fiduciary Advisory Specialist at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank August 2015 - Present
St. Thomas University School of Law 2006 - Present
Greenberg Traurig October 1999 - July 2015
Steel Hector & Davis LLP June 1998 - September 1999
Skills
Estate Planning, Tax, Multi-generational..., Wealth Preservation..., Family Business, Limited Partnerships, S Corporations, Charitable Gift Planning, Charities, Trusts, Asset Protection, LLC, Wills, Tax Law, Legal Writing, High Net Worth..., Corporate Law, Legal Advice, Corporate Governance, Joint Ventures
Education
New York University School of Law 1997 — 1998
LL.M., Taxation
St. Thomas University School of Law 1994 — 1997
J.D. (with honors)
Florida Atlantic University 1989 — 1993
B.A., Political Science
Wells Fargo Private Bank August 2015 - Present
St. Thomas University School of Law 2006 - Present
Greenberg Traurig October 1999 - July 2015
Steel Hector & Davis LLP June 1998 - September 1999
Skills
Estate Planning, Tax, Multi-generational..., Wealth Preservation..., Family Business, Limited Partnerships, S Corporations, Charitable Gift Planning, Charities, Trusts, Asset Protection, LLC, Wills, Tax Law, Legal Writing, High Net Worth..., Corporate Law, Legal Advice, Corporate Governance, Joint Ventures
Education
New York University School of Law 1997 — 1998
LL.M., Taxation
St. Thomas University School of Law 1994 — 1997
J.D. (with honors)
Florida Atlantic University 1989 — 1993
B.A., Political Science
Mark Lerner's Wells Fargo Private Bank Experience 2012 - 2015
Job SVP Senior Private Banker Sports, Entertainment & Private Banking Division at City National Bank
Industry Financial Services
Experience
City National Bank 2015 - Present
Community & Southern Bank 2015 - 2015
Wells Fargo Private Bank 2012 - 2015
Regions Private Wealth Management 2005 - 2012
SouthTrust and Wachovia (both now known as Wells Fargo) 1990 - 2005
Skills
Wealth Management, Investments, Lines Of Credit, Asset Management, Private Banking, Aircraft Finance, Yacht Lending, Securities Lending, Commercial Mortgages, Real Estate Financing, Commercial Lending, Residential Mortgages, Insurance, Premium Financing, Music Industry, Entertainment Industry, Sports Management, Series 7, Series 63, Life & Health Insurance..., Risk Management, Financial Services, Mortgage Lending, Portfolio Management
Education
Georgia State University - J. Mack Robinson College of Business
Business Administration, Management, Finance, Real Estate
City National Bank 2015 - Present
Community & Southern Bank 2015 - 2015
Wells Fargo Private Bank 2012 - 2015
Regions Private Wealth Management 2005 - 2012
SouthTrust and Wachovia (both now known as Wells Fargo) 1990 - 2005
Skills
Wealth Management, Investments, Lines Of Credit, Asset Management, Private Banking, Aircraft Finance, Yacht Lending, Securities Lending, Commercial Mortgages, Real Estate Financing, Commercial Lending, Residential Mortgages, Insurance, Premium Financing, Music Industry, Entertainment Industry, Sports Management, Series 7, Series 63, Life & Health Insurance..., Risk Management, Financial Services, Mortgage Lending, Portfolio Management
Education
Georgia State University - J. Mack Robinson College of Business
Business Administration, Management, Finance, Real Estate
Brad Deflin's Wells Fargo Private Bank Experience October 2008 - June 2011
Job President and Founder at Total Digital Security
Industry Computer & Network Security
Experience
Total Digital Security March 2013 - Present
J.P. Morgan November 2011 - February 2013
Wells Fargo Private Bank October 2008 - June 2011
Lehman Brothers November 1999 - March 2008
Merrill Lynch 1987 - 1999
DWAI, Inc. 1986 - 1987
People Express Airlines 1981 - 1986
Skills
Information Security..., Information Security, Information Technology, HIPAA Security and..., Strategy, HIPAA, Network Security, Entrepreneurship, Investments, Series 7, Wealth Management, Portfolio Management, Mergers & Acquisitions, Alternative Investments, CRM, Financial Services, Finance, Series 63, Risk Management, Wealth Management..., Securities, Leadership, Credit, Asset Management, Executive Management, Series 65, High Net Worth..., Private Equity, Due Diligence, Investment Banking, Venture Capital, FINRA, Computer Security, Financial Risk, Digital Security, Financial Modeling, Investment Advisory, Banking, Capital Markets, Series 8 and 9
Education
Embry-Riddle Aeronautical University 1976 — 1981
Aviation Studies, In-Flight Training, English, Business, Physics, Meteorology
Upper St. Clair High School
Total Digital Security March 2013 - Present
J.P. Morgan November 2011 - February 2013
Wells Fargo Private Bank October 2008 - June 2011
Lehman Brothers November 1999 - March 2008
Merrill Lynch 1987 - 1999
DWAI, Inc. 1986 - 1987
People Express Airlines 1981 - 1986
Skills
Information Security..., Information Security, Information Technology, HIPAA Security and..., Strategy, HIPAA, Network Security, Entrepreneurship, Investments, Series 7, Wealth Management, Portfolio Management, Mergers & Acquisitions, Alternative Investments, CRM, Financial Services, Finance, Series 63, Risk Management, Wealth Management..., Securities, Leadership, Credit, Asset Management, Executive Management, Series 65, High Net Worth..., Private Equity, Due Diligence, Investment Banking, Venture Capital, FINRA, Computer Security, Financial Risk, Digital Security, Financial Modeling, Investment Advisory, Banking, Capital Markets, Series 8 and 9
Education
Embry-Riddle Aeronautical University 1976 — 1981
Aviation Studies, In-Flight Training, English, Business, Physics, Meteorology
Upper St. Clair High School
Darla Devlin's Wells Fargo Private Bank Experience 2003 - 2007
Job Sr. Product Owner
Industry Information Technology and Services
Experience
Jopari Solutions Inc. July 2014 - July 2015
Jopari Solutions Inc. January 2012 - July 2015
Jopari Solutions Inc. June 2012 - March 2013
Jopari Solutions Inc. January 2012 - July 2012
Jenkins Athens Insurance Services January 2009 - January 2012
Bank of America 2007 - 2009
Wells Fargo Private Bank 2003 - 2007
Wells Fargo 2000 - 2003
Cache Creek Casino Resort October 1995 - March 2000
Skills
Customer Service, Risk Management, Banking, Project Management, Process Improvement, Team Building, Management, Sales, Human Resources, Project Planning, Training, Customer Satisfaction, Budgets, Time Management, Call Centers, CRM, Employee Benefits, Payroll, Insurance, Finance
Education
Golden Gate University 2010 — 2011
MS Acctg, Masters of Accountancy
University of Phoenix 2008 — 2010
Masters In Counseling, Marriage and Family Therapy/Counseling (MTF)
University of Phoenix 2000 — 2005
BSBM, Business Management
Jopari Solutions Inc. July 2014 - July 2015
Jopari Solutions Inc. January 2012 - July 2015
Jopari Solutions Inc. June 2012 - March 2013
Jopari Solutions Inc. January 2012 - July 2012
Jenkins Athens Insurance Services January 2009 - January 2012
Bank of America 2007 - 2009
Wells Fargo Private Bank 2003 - 2007
Wells Fargo 2000 - 2003
Cache Creek Casino Resort October 1995 - March 2000
Skills
Customer Service, Risk Management, Banking, Project Management, Process Improvement, Team Building, Management, Sales, Human Resources, Project Planning, Training, Customer Satisfaction, Budgets, Time Management, Call Centers, CRM, Employee Benefits, Payroll, Insurance, Finance
Education
Golden Gate University 2010 — 2011
MS Acctg, Masters of Accountancy
University of Phoenix 2008 — 2010
Masters In Counseling, Marriage and Family Therapy/Counseling (MTF)
University of Phoenix 2000 — 2005
BSBM, Business Management
Jon Schwingler Jon Schwingler's Wells Fargo Private Bank Experience 2003 - 2008
Job
Industry Financial Services
Experience
U.S. Trust, 2011 - Present
The Northern Trust 2009 - June 2011
Wells Fargo 2003 - 2008
Wells Fargo Private Bank 2003 - 2008
Schwingler Insurance Agency 1985 - 2004
Skills
Risk Management, Wealth Management, Investments, Retirement Planning, High Net Worth..., Series 7, Wealth, Portfolio Management, Strategic Financial..., Estate Planning, Investment Advisory, Asset Managment, Equities, Asset Allocation, Alternative Investments
Education
Saint John's University 1977 — 1981
Gustavus Adolphus College 1979 — 1979
J Term
University of Minnesota-Twin Cities 1979 — 1979
Business
Mound Westonka High School
U.S. Trust, 2011 - Present
The Northern Trust 2009 - June 2011
Wells Fargo 2003 - 2008
Wells Fargo Private Bank 2003 - 2008
Schwingler Insurance Agency 1985 - 2004
Skills
Risk Management, Wealth Management, Investments, Retirement Planning, High Net Worth..., Series 7, Wealth, Portfolio Management, Strategic Financial..., Estate Planning, Investment Advisory, Asset Managment, Equities, Asset Allocation, Alternative Investments
Education
Saint John's University 1977 — 1981
Gustavus Adolphus College 1979 — 1979
J Term
University of Minnesota-Twin Cities 1979 — 1979
Business
Mound Westonka High School
Adam Blackwood Adam Blackwood's Wells Fargo Private Bank Experience 2007 - Present
Job SVP/Wealth Advisor at Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo Private Bank 2007 - Present
Morgan Stanley Private Wealth Management 2005 - 2007
Banc of America Securities 2003 - 2005
JP Morgan Securities 1991 - 2003
Lehman Brothers 1986 - 1991
Irving Trust (acquired by Bank of New York) 1983 - 1985
Skills
Equities, Alternative Investments, Hedge Funds, Portfolio Management, Investments, Fixed Income, Capital Markets, Securities, Equity Research, Wealth Management, Relationship Management, Business Succession, Asset Managment, Family Office, Foundations, Nonprofits, Asset Allocation, Mergers & Acquisitions, Family Business, Institutional Sales, Marketing, Estate Planning, Series 7, Series 63, Life Insurance
Education
Emory University - Goizueta Business School
MBA, Finance, Marketing
Georgetown University - The McDonough School of Business
B.S., Marketing, Economics
Wells Fargo Private Bank 2007 - Present
Morgan Stanley Private Wealth Management 2005 - 2007
Banc of America Securities 2003 - 2005
JP Morgan Securities 1991 - 2003
Lehman Brothers 1986 - 1991
Irving Trust (acquired by Bank of New York) 1983 - 1985
Skills
Equities, Alternative Investments, Hedge Funds, Portfolio Management, Investments, Fixed Income, Capital Markets, Securities, Equity Research, Wealth Management, Relationship Management, Business Succession, Asset Managment, Family Office, Foundations, Nonprofits, Asset Allocation, Mergers & Acquisitions, Family Business, Institutional Sales, Marketing, Estate Planning, Series 7, Series 63, Life Insurance
Education
Emory University - Goizueta Business School
MBA, Finance, Marketing
Georgetown University - The McDonough School of Business
B.S., Marketing, Economics
Raquel Carrillo's Wells Fargo Private Bank Experience September 2007 - August 2009
Job Senior Administrative Assistant at Comerica Bank
Industry Banking
Experience
Comerica Bank July 2010 - Present
Comerica Private Bank July 2010 - Present
Pacific Southwest Financial September 2009 - June 2010
Wells Fargo Private Bank September 2007 - August 2009
Citigroup Asset Management June 2003 - December 2005
Citigroup Private Bank April 2001 - May 2003
Skills
Banking, Private Banking, Wealth Management, Loans, Credit Analysis, Commercial Banking, Credit
Education
Garey High School
Diploma
Glendale Community College
Comerica Bank July 2010 - Present
Comerica Private Bank July 2010 - Present
Pacific Southwest Financial September 2009 - June 2010
Wells Fargo Private Bank September 2007 - August 2009
Citigroup Asset Management June 2003 - December 2005
Citigroup Private Bank April 2001 - May 2003
Skills
Banking, Private Banking, Wealth Management, Loans, Credit Analysis, Commercial Banking, Credit
Education
Garey High School
Diploma
Glendale Community College
Jeffry Trad Jeffry Trad's Wells Fargo Private Bank Experience October 2013 - Present
Job Regional Manager of Investment and Fiduciary Services at Wells Fargo Private Bank
Industry Banking
Experience
Regional Manager of Investment and Fiduciary Services - Wells Fargo Private Bank September 2015 - Present
Wells Fargo Private Bank October 2013 - Present
Wells Fargo October 2012 - Present
Midland Financial Strategies 2011 - February 2013
Amcore Investment Group 2008 - 2012
Skills
Portfolio Management, Financial Analysis, Wealth Management, Banking, Investments, Asset Allocation, Commercial Banking, Finance, Loans, Credit Analysis, Financial Modeling, Series 7, Credit, Investment Advisory, Mutual Funds, Asset Management, Equities, Retirement Planning
Education
CIMA 2009 — 2010
Certified Inv. Mgt. Anal.
North Central College 1998 — 2010
Master of Business Administration (MBA), Finance, General
Illinois State University 1983 — 1986
Bachelor of Science (BS), English Language and Literature/Letters
Regional Manager of Investment and Fiduciary Services - Wells Fargo Private Bank September 2015 - Present
Wells Fargo Private Bank October 2013 - Present
Wells Fargo October 2012 - Present
Midland Financial Strategies 2011 - February 2013
Amcore Investment Group 2008 - 2012
Skills
Portfolio Management, Financial Analysis, Wealth Management, Banking, Investments, Asset Allocation, Commercial Banking, Finance, Loans, Credit Analysis, Financial Modeling, Series 7, Credit, Investment Advisory, Mutual Funds, Asset Management, Equities, Retirement Planning
Education
CIMA 2009 — 2010
Certified Inv. Mgt. Anal.
North Central College 1998 — 2010
Master of Business Administration (MBA), Finance, General
Illinois State University 1983 — 1986
Bachelor of Science (BS), English Language and Literature/Letters
Jay H. Krall's Wells Fargo Private Bank Experience January 2012 - April 2014
Job Attorney, Law Offices of Jay H. Krall
Industry Law Practice
Experience
Law Offices of Jay H. Krall April 2014 - Present
Wells Fargo Private Bank January 2012 - April 2014
First National Bank of Shelby NC April 2011 - March 2012
Law Offices of Jay H. Krall August 1985 - April 2011
Citi Trust March 2007 - July 2009
Smith Barney March 2005 - March 2007
Skills
Estate Planning, Estate Tax Planning, High Net Worth..., Charities, Trustee Services and..., Modification of..., Series 65, Retirement Planning, Trusts, IRAs
Education
Quinnipiac University School of Law 1981 — 1984
J.D., Law
University of Maine 1975 — 1977
M.S., Entomology
Lafayette College 1970 — 1974
BA, Biology
Law Offices of Jay H. Krall April 2014 - Present
Wells Fargo Private Bank January 2012 - April 2014
First National Bank of Shelby NC April 2011 - March 2012
Law Offices of Jay H. Krall August 1985 - April 2011
Citi Trust March 2007 - July 2009
Smith Barney March 2005 - March 2007
Skills
Estate Planning, Estate Tax Planning, High Net Worth..., Charities, Trustee Services and..., Modification of..., Series 65, Retirement Planning, Trusts, IRAs
Education
Quinnipiac University School of Law 1981 — 1984
J.D., Law
University of Maine 1975 — 1977
M.S., Entomology
Lafayette College 1970 — 1974
BA, Biology
Leo Maxbauer Leo Maxbauer's Wells Fargo Private Bank Experience December 2011 - December 2014
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Private Bank December 2011 - December 2014
Maxbauer Investment Company, LLC 2008 - December 2011
Fifth Third Private Bank January 2002 - April 2008
Bank One/First Chicago-NBD Bank January 1996 - June 2000
National Bank of Detroit June 1992 - December 1995
Skills
Political Economy, Leadership, Managerial Finance, Capital Markets, 501c3, International Business
Education
Michigan State University - The Eli Broad College of Business 1980 — 1982
MBA, Finance
Michigan State University 1974 — 1978
B.A., Economics
Wells Fargo Private Bank December 2011 - December 2014
Maxbauer Investment Company, LLC 2008 - December 2011
Fifth Third Private Bank January 2002 - April 2008
Bank One/First Chicago-NBD Bank January 1996 - June 2000
National Bank of Detroit June 1992 - December 1995
Skills
Political Economy, Leadership, Managerial Finance, Capital Markets, 501c3, International Business
Education
Michigan State University - The Eli Broad College of Business 1980 — 1982
MBA, Finance
Michigan State University 1974 — 1978
B.A., Economics
Sherri Conway Sherri Conway's Wells Fargo Private Bank Experience March 2014 - Present
Job Senior Client Associate at Wells Fargo Private Bank
Industry Marketing and Advertising
Experience
Wells Fargo Private Bank March 2014 - Present
Northwestern Mutual August 2009 - March 2014
Betty Brinn Children's Museum April 2005 - July 2008
Conway Consulting 1994 - 1999
Hanson Dodge Creative 1988 - 1990
Education
University of Wisconsin-Milwaukee
B.A., Communications
Kansas State University 1983 — 1985
Wells Fargo Private Bank March 2014 - Present
Northwestern Mutual August 2009 - March 2014
Betty Brinn Children's Museum April 2005 - July 2008
Conway Consulting 1994 - 1999
Hanson Dodge Creative 1988 - 1990
Education
University of Wisconsin-Milwaukee
B.A., Communications
Kansas State University 1983 — 1985
Diane Boone Diane Boone's Wells Fargo Private Bank Experience July 2012 - Present
Job Senior Director of Sales Southwest Region at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank July 2012 - Present
Wells Fargo Private Bank August 2009 - July 2012
SunTrust Bank February 2005 - May 2009
Clientracs, Inc February 2001 - February 2005
Wachovia, A Wells Fargo Company January 1998 - January 2001
Key Bank February 1986 - December 1997
Skills
Wealth Management, Series 7, Banking, Portfolio Management, Credit, Investment Management, Wealth Management...
Education
Miami University
BA
Miami University
Wells Fargo Private Bank July 2012 - Present
Wells Fargo Private Bank August 2009 - July 2012
SunTrust Bank February 2005 - May 2009
Clientracs, Inc February 2001 - February 2005
Wachovia, A Wells Fargo Company January 1998 - January 2001
Key Bank February 1986 - December 1997
Skills
Wealth Management, Series 7, Banking, Portfolio Management, Credit, Investment Management, Wealth Management...
Education
Miami University
BA
Miami University
Jason Ferrante Jason Ferrante's Wells Fargo Private Bank Experience 2008 - 2010
Job Managing Director at Riverside Park Capital
Industry Financial Services
Experience
Riverside Park Capital 2015 - Present
Mortgage Master 2015 - Present
City National Bank January 2013 - June 2015
HSBC Commercial Banking 2010 - 2013
Wells Fargo Private Bank 2008 - 2010
JPMorgan Chase 2004 - 2008
Columbia Business School 2002 - 2004
Merrill Lynch 2001 - 2002
Skills
Banking, Credit Analysis, Portfolio Management, Credit, Investments, Equities, Loans, Financial Analysis, Mortgage Lending, Mortgage Banking, Commercial Banking, Commercial Real Estate, Business Analysis, Business Development, Commercial Lending, Loan Origination, Commercial Mortgages, Finance, Asset Management, Real Estate Economics, Credit Risk, Refinance, Real Estate, Small Business Lending, Relationship Management, Wealth Management, Real Estate Financing, Financial Services, Residential Mortgages, Risk Management, Strategic Financial..., Mortgage Underwriting, Securities, Brokerage, Insurance, Real Estate Development, Negotiation, Real Estate Transactions, Cross Selling, Cash Management, Financial Risk, Private Banking, Valuation, Mutual Funds, Executive Management, Investment Properties, Underwriting, Due Diligence, Private Equity, Construction Loans
Education
ABA Commercial Credit Training 2013 — 2013
Certification, Commercial Credit Underwriting
Fordham University 1997 — 2001
Bachelor of Arts (B.A.), History & Economics
Ridgewood High School 1994 — 1997
Riverside Park Capital 2015 - Present
Mortgage Master 2015 - Present
City National Bank January 2013 - June 2015
HSBC Commercial Banking 2010 - 2013
Wells Fargo Private Bank 2008 - 2010
JPMorgan Chase 2004 - 2008
Columbia Business School 2002 - 2004
Merrill Lynch 2001 - 2002
Skills
Banking, Credit Analysis, Portfolio Management, Credit, Investments, Equities, Loans, Financial Analysis, Mortgage Lending, Mortgage Banking, Commercial Banking, Commercial Real Estate, Business Analysis, Business Development, Commercial Lending, Loan Origination, Commercial Mortgages, Finance, Asset Management, Real Estate Economics, Credit Risk, Refinance, Real Estate, Small Business Lending, Relationship Management, Wealth Management, Real Estate Financing, Financial Services, Residential Mortgages, Risk Management, Strategic Financial..., Mortgage Underwriting, Securities, Brokerage, Insurance, Real Estate Development, Negotiation, Real Estate Transactions, Cross Selling, Cash Management, Financial Risk, Private Banking, Valuation, Mutual Funds, Executive Management, Investment Properties, Underwriting, Due Diligence, Private Equity, Construction Loans
Education
ABA Commercial Credit Training 2013 — 2013
Certification, Commercial Credit Underwriting
Fordham University 1997 — 2001
Bachelor of Arts (B.A.), History & Economics
Ridgewood High School 1994 — 1997
Omar Chyou, MBA, AWMA®'s Wells Fargo Private Bank Experience October 2009 - February 2012
Job SVP | Wealth Management Advisor at The Private Client Reserve of U.S. Bank
Industry Investment Management
Experience
The Private Client Reserve of U.S. Bank April 2012 - Present
Wells Fargo Private Bank October 2009 - February 2012
Citi Private Bank October 2002 - June 2009
UBS July 2002 - October 2002
Goldman Sachs October 2000 - February 2002
Wells Fargo Private Bank April 1998 - October 2000
Wells Fargo January 1996 - April 1998
Skills
Series 7, Series 66, Life & Health Agent, Investments, Capital Markets, Derivatives, Hedging, Brokerage, Retirement, Cash Management, Wealth Management..., Alternative Investments, Investment Strategies, Private Banking, Investment Advisory, Finance, Uniform Combined State..., Portfolio Management, Mortgage Lending, Financial Services, Credit, Loans, Insurance, Financial Advisory, Banking, Asset Management, Mutual Funds
Education
IE Business School 2013 — 2014
Master of Business Administration (M.B.A.)
University of California, Santa Cruz 2006 — 2007
Certificate, Personal Financial Planning
Stanford University 1991 — 1996
Bachelor's Degree, AB, Economics
The Private Client Reserve of U.S. Bank April 2012 - Present
Wells Fargo Private Bank October 2009 - February 2012
Citi Private Bank October 2002 - June 2009
UBS July 2002 - October 2002
Goldman Sachs October 2000 - February 2002
Wells Fargo Private Bank April 1998 - October 2000
Wells Fargo January 1996 - April 1998
Skills
Series 7, Series 66, Life & Health Agent, Investments, Capital Markets, Derivatives, Hedging, Brokerage, Retirement, Cash Management, Wealth Management..., Alternative Investments, Investment Strategies, Private Banking, Investment Advisory, Finance, Uniform Combined State..., Portfolio Management, Mortgage Lending, Financial Services, Credit, Loans, Insurance, Financial Advisory, Banking, Asset Management, Mutual Funds
Education
IE Business School 2013 — 2014
Master of Business Administration (M.B.A.)
University of California, Santa Cruz 2006 — 2007
Certificate, Personal Financial Planning
Stanford University 1991 — 1996
Bachelor's Degree, AB, Economics
Heather Oberschmid, CFA, CAIA's Wells Fargo Private Bank Experience September 2013 - June 2014
Job Manager Pension Investments at 3M
Industry Investment Management
Experience
3M June 2014 - Present
Wells Fargo Private Bank September 2013 - June 2014
Allianz Global Investors August 2010 - September 2013
RBC Wealth Management February 2008 - July 2010
Jeffrey Slocum & Associates, Inc. July 2006 - February 2008
Jeffrey Slocum & Associates August 2004 - July 2006
Skills
Portfolio Management, Bloomberg, Asset Management, Investments, Alternative Investments, Asset Allocation, Equities, Investment Management, Mutual Funds, Fixed Income, Series 7, Wealth Management, Investment Strategies, Capital Markets, Valuation, Finance, Financial Advisory, Due Diligence, Securities, Hedge Funds
Education
Macalester College 2000 — 2004
Bachelor of Arts, Economics
3M June 2014 - Present
Wells Fargo Private Bank September 2013 - June 2014
Allianz Global Investors August 2010 - September 2013
RBC Wealth Management February 2008 - July 2010
Jeffrey Slocum & Associates, Inc. July 2006 - February 2008
Jeffrey Slocum & Associates August 2004 - July 2006
Skills
Portfolio Management, Bloomberg, Asset Management, Investments, Alternative Investments, Asset Allocation, Equities, Investment Management, Mutual Funds, Fixed Income, Series 7, Wealth Management, Investment Strategies, Capital Markets, Valuation, Finance, Financial Advisory, Due Diligence, Securities, Hedge Funds
Education
Macalester College 2000 — 2004
Bachelor of Arts, Economics
Andrea Gregory-Schoen's Wells Fargo Private Bank Experience 1994 - Present
Job Senior Vice President at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank Senior Vice PresidentThe Private Bank Wells Fargo1994 - Present
Wells Fargo Private Bank 1994 - Present
Wells Fargo 1975 - 2008
Education
Mount Holyoke College 1966 — 1970
AB, Philosophy of Religion
The Tatnall School 1958 — 1966
Diploma, high school
Wells Fargo Bank Senior Vice PresidentThe Private Bank Wells Fargo1994 - Present
Wells Fargo Private Bank 1994 - Present
Wells Fargo 1975 - 2008
Education
Mount Holyoke College 1966 — 1970
AB, Philosophy of Religion
The Tatnall School 1958 — 1966
Diploma, high school
Chad Slaughter's Wells Fargo Private Bank Experience February 2011 - July 2012
Job Investment Advisors Executive, Fifth Third Private Bank
Industry Investment Management
Experience
Fifth Third Bank April 2015 - Present
J.P. Morgan July 2012 - April 2015
Wells Fargo Private Bank February 2011 - July 2012
Regions Financial Corporation 2006 - 2011
Raymond James Financial Inc. 2004 - 2006
Ernst & Young 2003 - 2003
Deloitte 2001 - 2003
Skills
Wealth Management, Investments, High Net Worth..., Portfolio Management, Securities, Asset Allocation, Retirement Planning, Investment Management, Financial Services, Estate Planning, Financial Advisory, Strategic Financial..., Succession Planning, Private Banking, Asset Managment
Education
Nova Southeastern University Shepard Broad College of Law 1996 — 1999
Juris Doctor, Law
Marian University 1992 — 1996
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Silver Creek High School
Fifth Third Bank April 2015 - Present
J.P. Morgan July 2012 - April 2015
Wells Fargo Private Bank February 2011 - July 2012
Regions Financial Corporation 2006 - 2011
Raymond James Financial Inc. 2004 - 2006
Ernst & Young 2003 - 2003
Deloitte 2001 - 2003
Skills
Wealth Management, Investments, High Net Worth..., Portfolio Management, Securities, Asset Allocation, Retirement Planning, Investment Management, Financial Services, Estate Planning, Financial Advisory, Strategic Financial..., Succession Planning, Private Banking, Asset Managment
Education
Nova Southeastern University Shepard Broad College of Law 1996 — 1999
Juris Doctor, Law
Marian University 1992 — 1996
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Silver Creek High School
Melissa Van Putten-Henderson, CFA's Wells Fargo Private Bank Experience November 2012 - Present
Job Senior Investment Strategist at Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo Private Bank November 2012 - Present
US Trust Private Wealth Management April 1998 - November 2012
UBS Financial Services October 2003 - September 2005
Skills
Investment Strategies, Portfolio Management, Fixed Income, Wealth Management, Equities, Asset Managment, Mutual Funds, Investments, Securities, Capital Markets, Asset Allocation, Alternative Investments, Valuation, Emerging Markets, Financial Modeling
Education
Florida International University 2002 — 2003
Masters
Wells Fargo Private Bank November 2012 - Present
US Trust Private Wealth Management April 1998 - November 2012
UBS Financial Services October 2003 - September 2005
Skills
Investment Strategies, Portfolio Management, Fixed Income, Wealth Management, Equities, Asset Managment, Mutual Funds, Investments, Securities, Capital Markets, Asset Allocation, Alternative Investments, Valuation, Emerging Markets, Financial Modeling
Education
Florida International University 2002 — 2003
Masters
Michelle Glunz's Wells Fargo Private Bank Experience 2010 - Present
Job Private Banker in Legal Specialty Group at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Private Bank 2010 - Present
Citi Private Bank August 2004 - January 2010
Citi Private Bank September 2001 - August 2004
Citibank November 1993 - September 2001
Skills
Wealth Management, Series 7, Portfolio Management, Series 63, Investments, Banking, Credit, Alternative Investments, Investment Advisory, Asset Managment, Private Banking, Asset Allocation, Mutual Funds, Securities, Retirement Planning, Loans, High Net Worth..., Asset Management, Finance, Fixed Income, Financial Services, Commercial Lending, Wealth, Mortgage Lending
Education
Regina 1986 — 1990
Loyola University of Chicago
BS, Management
Wells Fargo Private Bank 2010 - Present
Citi Private Bank August 2004 - January 2010
Citi Private Bank September 2001 - August 2004
Citibank November 1993 - September 2001
Skills
Wealth Management, Series 7, Portfolio Management, Series 63, Investments, Banking, Credit, Alternative Investments, Investment Advisory, Asset Managment, Private Banking, Asset Allocation, Mutual Funds, Securities, Retirement Planning, Loans, High Net Worth..., Asset Management, Finance, Fixed Income, Financial Services, Commercial Lending, Wealth, Mortgage Lending
Education
Regina 1986 — 1990
Loyola University of Chicago
BS, Management
Jerome Paolini's Wells Fargo Private Bank Experience Managing DirectorAbbot DowningApril 2012 - Present
Job Managing Director at Abbot Downing
Industry Investment Management
Experience
Wells Fargo Private Bank Managing DirectorAbbot DowningApril 2012 - Present
The Private Bank Wells Fargo 1997 - Present
Wells Fargo 2001 - 2012
Skills
Asset Allocation, Wealth Management, Investment Strategies, Alternative Investments, Asset Management, Investment Management, Portfolio Management, Series 7, Investments, Fixed Income, Wealth Management..., Mutual Funds, ETFs, Strategic Financial..., Capital Markets, Investment Advisory, High Net Worth..., Financial Services, Retirement Planning, Private Banking, Equities, Securities, Financial Advisory, Series 63, Hedge Funds
Education
Golden Gate University 1992 — 1994
MBA, Finance
University of the Pacific - Eberhardt School of Business 1977 — 1981
Salesian High School
Salesian High School
Wells Fargo Private Bank Managing DirectorAbbot DowningApril 2012 - Present
The Private Bank Wells Fargo 1997 - Present
Wells Fargo 2001 - 2012
Skills
Asset Allocation, Wealth Management, Investment Strategies, Alternative Investments, Asset Management, Investment Management, Portfolio Management, Series 7, Investments, Fixed Income, Wealth Management..., Mutual Funds, ETFs, Strategic Financial..., Capital Markets, Investment Advisory, High Net Worth..., Financial Services, Retirement Planning, Private Banking, Equities, Securities, Financial Advisory, Series 63, Hedge Funds
Education
Golden Gate University 1992 — 1994
MBA, Finance
University of the Pacific - Eberhardt School of Business 1977 — 1981
Salesian High School
Salesian High School
Brian Gamble's Wells Fargo Private Bank Experience April 2011 - June 2014
Job Senior Sales Executive at Oracle Hospitality
Industry Information Technology and Services
Experience
Oracle Hospitality June 2014 - Present
Wells Fargo Private Bank April 2011 - June 2014
PNC Investments July 2010 - April 2011
Lucci Restaurant Group July 2009 - July 2010
ARAMARK April 2008 - July 2009
Sodexho April 2006 - April 2009
Roy's Hawaiian Fusion Cuisine June 2005 - April 2006
Skills
Sales Management, Staff Development, Customer Service, Property Management..., Sales, Training, Management, Sales Operations, Customer Satisfaction, Finance, Forecasting, Customer Retention, Hospitality, Time Management, Leadership
Education
Drexel University 2001 — 2005
BS, Hospitality Management
La Salle University
MS Technology Leadership, Information Technology Leadership
Oracle Hospitality June 2014 - Present
Wells Fargo Private Bank April 2011 - June 2014
PNC Investments July 2010 - April 2011
Lucci Restaurant Group July 2009 - July 2010
ARAMARK April 2008 - July 2009
Sodexho April 2006 - April 2009
Roy's Hawaiian Fusion Cuisine June 2005 - April 2006
Skills
Sales Management, Staff Development, Customer Service, Property Management..., Sales, Training, Management, Sales Operations, Customer Satisfaction, Finance, Forecasting, Customer Retention, Hospitality, Time Management, Leadership
Education
Drexel University 2001 — 2005
BS, Hospitality Management
La Salle University
MS Technology Leadership, Information Technology Leadership
Basil Conroy's Wells Fargo Private Bank Experience December 2010 - Present
Job Vice President at Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo Private Bank December 2010 - Present
BNY Mellon Wealth Management April 2004 - November 2010
Citigroup Private Bank November 1999 - March 2004
Citibank/Citigold June 1996 - November 1999
USAA Investment Management Company March 1993 - May 1996
Skills
Wealth Management, Portfolio Management, Loans, Investment Management, Equities, Series 7, Credit, Banking, Securities, Fixed Income, Hedge Funds, Asset Management, Financial Services, Finance, Capital Markets
Education
Iona College 1980 — 1984
BBA, Finance
Wells Fargo Private Bank December 2010 - Present
BNY Mellon Wealth Management April 2004 - November 2010
Citigroup Private Bank November 1999 - March 2004
Citibank/Citigold June 1996 - November 1999
USAA Investment Management Company March 1993 - May 1996
Skills
Wealth Management, Portfolio Management, Loans, Investment Management, Equities, Series 7, Credit, Banking, Securities, Fixed Income, Hedge Funds, Asset Management, Financial Services, Finance, Capital Markets
Education
Iona College 1980 — 1984
BBA, Finance
Liza Burke's Wells Fargo Private Bank Experience November 2010 - September 2011
Job Credit Professional
Industry Financial Services
Experience
Wells Fargo Private Bank November 2010 - September 2011
Commercial Equipment Lease May 1986 - September 2010
Education
Lane Community College 1985 — 1986
Wells Fargo Private Bank November 2010 - September 2011
Commercial Equipment Lease May 1986 - September 2010
Education
Lane Community College 1985 — 1986
Brenda Sorg's Wells Fargo Private Bank Experience 2010 - Present
Job VP Senior Credit Underwriter at Wells Fargo Wealth Management
Industry Financial Services
Experience
Wells Fargo Private Bank 2010 - Present
National MS Society, Long Island Chapter 2007 - 2010
BNY Mellon Wealth Management 1998 - 2010
Bank of New York 1990 - 1998
United Jersey Bank June 1983 - September 1990
Chatham Trust Company January 1974 - June 1983
Skills
Portfolio Management, Equities, Asset Managment, Series 7
Education
New York University - Leonard N. Stern School of Business 1980 — 1983
MBA, Finance
Hofstra University
BS
St Mary's
Wells Fargo Private Bank 2010 - Present
National MS Society, Long Island Chapter 2007 - 2010
BNY Mellon Wealth Management 1998 - 2010
Bank of New York 1990 - 1998
United Jersey Bank June 1983 - September 1990
Chatham Trust Company January 1974 - June 1983
Skills
Portfolio Management, Equities, Asset Managment, Series 7
Education
New York University - Leonard N. Stern School of Business 1980 — 1983
MBA, Finance
Hofstra University
BS
St Mary's
Amy Hung's Wells Fargo Private Bank Experience December 2000 - June 2005
Job Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2008 - Present
Citigroup Private Bank December 2005 - March 2008
Wells Fargo Private Bank December 2000 - June 2005
Education
San Francisco State University, College of Business 2003 — 2005
MBA, General
Fashion Institute of Technology 1990 — 1992
BS, Sales and Marketing
Charles Schwab May 2008 - Present
Citigroup Private Bank December 2005 - March 2008
Wells Fargo Private Bank December 2000 - June 2005
Education
San Francisco State University, College of Business 2003 — 2005
MBA, General
Fashion Institute of Technology 1990 — 1992
BS, Sales and Marketing
Michael Cannella's Wells Fargo Private Bank Experience March 2010 - January 2012
Job Vice President, Operational Risk Consultant for Specialized Wealth Services at Wells Fargo Wealth Management
Industry Financial Services
Experience
Wells Fargo September 2014 - Present
Wells Fargo October 2011 - September 2014
Wells Fargo Private Bank March 2010 - January 2012
Wachovia Wealth Management September 2006 - April 2010
U.S. Trust Company, N. A. June 2005 - August 2006
Skills
Wealth Management, Financial Services, Trust Services, Private Banking, Operational Excellence, Project Coordination, Organizational Behavior, Facilities Management, Mutual Funds, Banking, Estate Planning, Strategic Financial..., High Net Worth..., Retirement, Wealth, Business Continuity..., Client Services, Risk Management, Relationship Management, Management
Education
Hofstra University 2001 — 2005
BBA, Management
Archbishop Molloy High School 1996 — 2000
Wells Fargo September 2014 - Present
Wells Fargo October 2011 - September 2014
Wells Fargo Private Bank March 2010 - January 2012
Wachovia Wealth Management September 2006 - April 2010
U.S. Trust Company, N. A. June 2005 - August 2006
Skills
Wealth Management, Financial Services, Trust Services, Private Banking, Operational Excellence, Project Coordination, Organizational Behavior, Facilities Management, Mutual Funds, Banking, Estate Planning, Strategic Financial..., High Net Worth..., Retirement, Wealth, Business Continuity..., Client Services, Risk Management, Relationship Management, Management
Education
Hofstra University 2001 — 2005
BBA, Management
Archbishop Molloy High School 1996 — 2000
Matthew Stroud's Wells Fargo Private Bank Experience April 2002 - Present
Job Private Banker Relationship Manager
Industry Financial Services
Experience
Wells Fargo Private Bank April 2002 - Present
Education
Georgia Southern University - College of Business Administration 1998 — 2002
Wells Fargo Private Bank April 2002 - Present
Education
Georgia Southern University - College of Business Administration 1998 — 2002
Jason Hemsley's Wells Fargo Private Bank Experience October 2012 - October 2014
Job Financial Planning Strategist at BB&T Wealth
Industry Financial Services
Experience
Wells Fargo Private Bank October 2012 - October 2014
BB&T Wealth July 2007 - October 2012
Skills
Estate Planning, High Net Worth..., Retirement Planning, Strategic Financial..., Tax, Wealth, Wealth Management, Banking, Financial Analysis, Wealth Management...
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2012
Masters, Taxation
Georgetown University 2007 — 2008
Certificate, Financial Planning
Georgia State University 2001 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General
Wells Fargo Private Bank October 2012 - October 2014
BB&T Wealth July 2007 - October 2012
Skills
Estate Planning, High Net Worth..., Retirement Planning, Strategic Financial..., Tax, Wealth, Wealth Management, Banking, Financial Analysis, Wealth Management...
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2012
Masters, Taxation
Georgetown University 2007 — 2008
Certificate, Financial Planning
Georgia State University 2001 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General
Robert Taskey's Wells Fargo Private Bank Experience January 2010 - Present
Job Senior Vice President Investment Manager at Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo Private Bank January 2010 - Present
National City Bank, now a part of PNC 2003 - Present
National City 2002 - Present
PNC Advisors 2002 - 2009
Key Corp 1992 - 1994
Education
John Carroll University 1986 — 1990
BSBA, Finance
Wells Fargo Private Bank January 2010 - Present
National City Bank, now a part of PNC 2003 - Present
National City 2002 - Present
PNC Advisors 2002 - 2009
Key Corp 1992 - 1994
Education
John Carroll University 1986 — 1990
BSBA, Finance
Chris Kovarik's Wells Fargo Private Bank Experience April 2010 - Present
Job Private Banker, SVP Well Fargo Private Bank
Industry Banking
Experience
Wells Fargo Private Bank April 2010 - Present
Citi Private Bank 2003 - April 2010
Fred Alger Management 2002 - 2003
Goldman Sachs 2000 - 2001
Skills
Hedge Funds, Loans, Structured Finance, Capital Markets, Private Banking, Banking, Wealth Management, Alternative Investments, Credit, Structured Products, Financial Markets, Investment Advisory, Commercial Lending, Estate Planning, Investments, Treasury Management, Securities, Loan Origination, Wealth, Private Equity, Equities, Financial Advisory, Series 7, Options, Commercial Banking, Risk Management, Wealth Management..., Bonds, Mortgage Lending, Financial Structuring, Cash Flow, Retirement Planning, Asset Management, FX Options, Portfolio Management, Credit Risk, Derivatives, Cash Management, Trust Services, Investment Management, Fixed Income, Series 63, Valuation, Asset Allocation, Mutual Funds, Credit Analysis, Brokerage, Investment Banking, Relationship Management, Financial Services
Education
Nankai University
Chinese Language, Chinese Literature
Stephen F. Austin State University
University of Minnesota-Twin Cities
Wells Fargo Private Bank April 2010 - Present
Citi Private Bank 2003 - April 2010
Fred Alger Management 2002 - 2003
Goldman Sachs 2000 - 2001
Skills
Hedge Funds, Loans, Structured Finance, Capital Markets, Private Banking, Banking, Wealth Management, Alternative Investments, Credit, Structured Products, Financial Markets, Investment Advisory, Commercial Lending, Estate Planning, Investments, Treasury Management, Securities, Loan Origination, Wealth, Private Equity, Equities, Financial Advisory, Series 7, Options, Commercial Banking, Risk Management, Wealth Management..., Bonds, Mortgage Lending, Financial Structuring, Cash Flow, Retirement Planning, Asset Management, FX Options, Portfolio Management, Credit Risk, Derivatives, Cash Management, Trust Services, Investment Management, Fixed Income, Series 63, Valuation, Asset Allocation, Mutual Funds, Credit Analysis, Brokerage, Investment Banking, Relationship Management, Financial Services
Education
Nankai University
Chinese Language, Chinese Literature
Stephen F. Austin State University
University of Minnesota-Twin Cities
Steve Harlan's Wells Fargo Private Bank Experience 2004 - 2007
Job Executive Vice President, Wealth Management at Guaranty Bank and Trust
Industry Banking
Experience
Guaranty Bank and Trust Company September 2011 - Present
Key Private Bank 2007 - August 2011
Wells Fargo Private Bank 2004 - 2007
Skills
Small Business Lending, Commercial Lending, Banking, Commercial Banking, Consumer Lending, Mortgage Lending, Loans, Portfolio Management, Credit
Education
Kansas State University 1988 — 1992
B.S, Finance
Guaranty Bank and Trust Company September 2011 - Present
Key Private Bank 2007 - August 2011
Wells Fargo Private Bank 2004 - 2007
Skills
Small Business Lending, Commercial Lending, Banking, Commercial Banking, Consumer Lending, Mortgage Lending, Loans, Portfolio Management, Credit
Education
Kansas State University 1988 — 1992
B.S, Finance
Matt Rohrbach's Wells Fargo Private Bank Experience May 2008 - Present
Job Private Mortgage Banker at Wells Fargo Private Mortgage Banking, NMLSR ID 448766
Industry Financial Services
Experience
Wells Fargo Private Bank May 2008 - Present
Stanford Mortgage 2005 - 2007
NextCard September 2000 - May 2002
FICO June 1998 - September 2000
Experian 1996 - 1998
Toyota Financial Services June 1994 - June 1996
CCH Computax April 1987 - July 1992
Skills
Mortgage Banking, Mortgage Lending, FHA, Loans, Loan Origination, Refinance, Mortgage Underwriting, Home Equity, Investments, Residential Mortgages, Credit, Credit Analysis, FHA financing, Commercial Lending, VA loans, Underwriting, Lines Of Credit, Real Estate, Non-Conforming, USDA, Banking, First Time Home Buyers, Real Estate Financing, Construction Loans, Awesomeness, General Awesomeness
Education
The Ohio State University 1992 — 1994
MBA, Business
Humboldt State University 1982 — 1986
BA, Economics
Wells Fargo Private Bank May 2008 - Present
Stanford Mortgage 2005 - 2007
NextCard September 2000 - May 2002
FICO June 1998 - September 2000
Experian 1996 - 1998
Toyota Financial Services June 1994 - June 1996
CCH Computax April 1987 - July 1992
Skills
Mortgage Banking, Mortgage Lending, FHA, Loans, Loan Origination, Refinance, Mortgage Underwriting, Home Equity, Investments, Residential Mortgages, Credit, Credit Analysis, FHA financing, Commercial Lending, VA loans, Underwriting, Lines Of Credit, Real Estate, Non-Conforming, USDA, Banking, First Time Home Buyers, Real Estate Financing, Construction Loans, Awesomeness, General Awesomeness
Education
The Ohio State University 1992 — 1994
MBA, Business
Humboldt State University 1982 — 1986
BA, Economics
Kei Sasaki's Wells Fargo Private Bank Experience October 2014 - Present
Job Regional Chief Investment Officer Northeast at Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo Private Bank October 2014 - Present
PineBridge Investments August 1999 - October 2014
Credit Suisse Asset Management 1998 - 1999
Yasuda Bank & Trust Company 1996 - 1998
MTV Networks 1995 - 1996
Skills
Business Development, RFP, Accounting System, E-commerce, Hedge Funds, Equities, Alternative Investments, Fixed Income, Asset Managment, Bloomberg, Investments, Equity Research, Portfolio Management, Investment Management, Mutual Funds, Emerging Markets, Asset Management, Securities, Series 7, Client Liaison, Private Equity, Asset Allocation, Valuation, Financial Modeling, Investment Strategies, Consumer, Equity Valuation, Capital Markets, Institutional...
Education
Fordham Gabelli School of Business 2002 — 2006
MBA, Finance
New York University - Leonard N. Stern School of Business 1991 — 1995
BS, International Business / Finance
Wells Fargo Private Bank October 2014 - Present
PineBridge Investments August 1999 - October 2014
Credit Suisse Asset Management 1998 - 1999
Yasuda Bank & Trust Company 1996 - 1998
MTV Networks 1995 - 1996
Skills
Business Development, RFP, Accounting System, E-commerce, Hedge Funds, Equities, Alternative Investments, Fixed Income, Asset Managment, Bloomberg, Investments, Equity Research, Portfolio Management, Investment Management, Mutual Funds, Emerging Markets, Asset Management, Securities, Series 7, Client Liaison, Private Equity, Asset Allocation, Valuation, Financial Modeling, Investment Strategies, Consumer, Equity Valuation, Capital Markets, Institutional...
Education
Fordham Gabelli School of Business 2002 — 2006
MBA, Finance
New York University - Leonard N. Stern School of Business 1991 — 1995
BS, International Business / Finance
Marcus Adams's Wells Fargo Private Bank Experience January 2009 - Present
Job Investment Management Professional
Industry Financial Services
Experience
Wells Fargo Private Bank January 2009 - Present
Skills
Hedge Funds, Alternative Investments, Asset Managment, Asset Allocation, Wealth Management, Fixed Income, Portfolio Management, Investments, Investment Strategies, Equities, Securities, Bloomberg, Capital Markets, Mutual Funds, Private Equity, Valuation, Bonds, Investment Advisory, Investment Management, Risk Management, Asset Management, Estate Planning, Financial Services
Education
Georgetown University - The McDonough School of Business
M.B.A., Finance
Kettering University
M.S., Management
University of Southern California
B.S., Engineering
Wells Fargo Private Bank January 2009 - Present
Skills
Hedge Funds, Alternative Investments, Asset Managment, Asset Allocation, Wealth Management, Fixed Income, Portfolio Management, Investments, Investment Strategies, Equities, Securities, Bloomberg, Capital Markets, Mutual Funds, Private Equity, Valuation, Bonds, Investment Advisory, Investment Management, Risk Management, Asset Management, Estate Planning, Financial Services
Education
Georgetown University - The McDonough School of Business
M.B.A., Finance
Kettering University
M.S., Management
University of Southern California
B.S., Engineering
William Zeltner's Wells Fargo Private Bank Experience May 2011 - Present
Job Senior Fiduciary Advisor Specialist at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank May 2011 - Present
Bertine, Hufnagel January 2006 - April 2011
Bertine Hufnagel Headley Zeltner Drummond & Dohn LLP July 2002 - December 2005
United States Trust Company January 1993 - January 2002
Skills
Estate Planning, Trusts, Estate Tax Planning, Wealth Management, Estate Administration, Tax, Wealth Management..., High Net Worth..., Tax Law, Income Tax, Fiduciary, Financial Planners, Commercial Real Estate, Real Estate, Succession Planning, Wills, Strategic Financial..., Employee Benefits, Financial Planning, Investments
Education
Fordham University School of Law 1995 — 1999
JD, Law
Hamilton College 1989 — 1993
BA, History
Wells Fargo Private Bank May 2011 - Present
Bertine, Hufnagel January 2006 - April 2011
Bertine Hufnagel Headley Zeltner Drummond & Dohn LLP July 2002 - December 2005
United States Trust Company January 1993 - January 2002
Skills
Estate Planning, Trusts, Estate Tax Planning, Wealth Management, Estate Administration, Tax, Wealth Management..., High Net Worth..., Tax Law, Income Tax, Fiduciary, Financial Planners, Commercial Real Estate, Real Estate, Succession Planning, Wills, Strategic Financial..., Employee Benefits, Financial Planning, Investments
Education
Fordham University School of Law 1995 — 1999
JD, Law
Hamilton College 1989 — 1993
BA, History
Barbara Crnkovich's Wells Fargo Private Bank Experience October 1998 - Present
Job Vice President at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank October 1998 - Present
Wells Fargo Private Bank 1997 - 1998
First Interstate Bank/Wells Fargo 1996 - 1997
First Interstate Bank/Wells Fargo 1995 - 1996
Skills
Series 7, Life Insurance, Wealth Management, Series 63, Retirement Planning, Credit Analysis, Credit, Private Banking, Relationship Management, Investments, Wealth Management..., Strategic Financial..., Investment Management, Financial Planning
Education
Idaho State University 1985 — 1989
BBA, Marketing
Wells Fargo Private Bank October 1998 - Present
Wells Fargo Private Bank 1997 - 1998
First Interstate Bank/Wells Fargo 1996 - 1997
First Interstate Bank/Wells Fargo 1995 - 1996
Skills
Series 7, Life Insurance, Wealth Management, Series 63, Retirement Planning, Credit Analysis, Credit, Private Banking, Relationship Management, Investments, Wealth Management..., Strategic Financial..., Investment Management, Financial Planning
Education
Idaho State University 1985 — 1989
BBA, Marketing
David Esser's Wells Fargo Private Bank Experience February 2008 - September 2013
Job Private Banking Wealth Management Executive
Industry Financial Services
Experience
BNY Mellon August 2013 - Present
Wells Fargo Private Bank February 2008 - September 2013
UBS July 2004 - November 2007
Smith Barney 2000 - 2004
Bank of San Francisco April 1991 - January 2001
Wells Fargo December 1987 - April 1997
Skills
Lead Private Banking..., Diverse high net worth..., Experienced HNW lender..., Wealth Management, Private Banking, Investments, Credit, Financial Services, High Net Worth..., Real Estate, Management, Series 7, Alternative Investments, Wealth Management..., Asset Managment, HNW, Commercial Banking, Asset Management, Multicultural, Program Management, Family Office, Program Development, Professional..., Human Resources, Treasury Management, Structured Finance, Executive Management, Derivatives, Financial Structuring, Banking, Strategic Financial..., Mergers, Securities, Loans, Strategy, Financial Advisory, CRM, Start-ups, Commercial Lending, Private Equity, Mortgage Lending, Relationship Management, Credit Risk, Trading, Mutual Funds, Equities, Asset Allocation, Investment Management, Series 63, Fixed Income
Education
Golden Gate University 1996 — 1998
M.S., Finance
University of Idaho 1980 — 1985
B.S., Applied Economics. Political Science
BNY Mellon August 2013 - Present
Wells Fargo Private Bank February 2008 - September 2013
UBS July 2004 - November 2007
Smith Barney 2000 - 2004
Bank of San Francisco April 1991 - January 2001
Wells Fargo December 1987 - April 1997
Skills
Lead Private Banking..., Diverse high net worth..., Experienced HNW lender..., Wealth Management, Private Banking, Investments, Credit, Financial Services, High Net Worth..., Real Estate, Management, Series 7, Alternative Investments, Wealth Management..., Asset Managment, HNW, Commercial Banking, Asset Management, Multicultural, Program Management, Family Office, Program Development, Professional..., Human Resources, Treasury Management, Structured Finance, Executive Management, Derivatives, Financial Structuring, Banking, Strategic Financial..., Mergers, Securities, Loans, Strategy, Financial Advisory, CRM, Start-ups, Commercial Lending, Private Equity, Mortgage Lending, Relationship Management, Credit Risk, Trading, Mutual Funds, Equities, Asset Allocation, Investment Management, Series 63, Fixed Income
Education
Golden Gate University 1996 — 1998
M.S., Finance
University of Idaho 1980 — 1985
B.S., Applied Economics. Political Science
Doug Dirks's Wells Fargo Private Bank Experience July 1985 - Present
Job SVP at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Private Bank July 1985 - Present
Education
Iowa State University 1975 — 1979
Ag Business, Business, Economics, Journalism/Advertising
Wells Fargo Private Bank July 1985 - Present
Education
Iowa State University 1975 — 1979
Ag Business, Business, Economics, Journalism/Advertising
Robert Allendorf's Wells Fargo Private Bank Experience August 2009 - August 2011
Job Senior Private Banking Relationship Manager
Industry Banking
Experience
Northern Trust August 2011 - Present
Wells Fargo Private Bank August 2009 - August 2011
Wachovia Wealth Management December 2007 - August 2009
US Trust, Bank of America Private Wealth Management 2004 - 2007
Gap Inc. 2003 - 2003
Duff & Phelps 2001 - 2003
Banc of America Securities 1997 - 2001
Ernst & Young 1991 - 1995
Skills
Series 7, Wealth Management, Credit, Asset Allocation, Banking, Loans, Private Banking, Series 63, Investment Advisory, Financial Analysis, Commercial Lending, Finance
Education
Indiana University - Kelley School of Business 1995 — 1997
MBA, Finance
University of Saint Thomas 1987 — 1991
BA, Finance
Hopkins High School
Bachelor of Arts, Finance
Northern Trust August 2011 - Present
Wells Fargo Private Bank August 2009 - August 2011
Wachovia Wealth Management December 2007 - August 2009
US Trust, Bank of America Private Wealth Management 2004 - 2007
Gap Inc. 2003 - 2003
Duff & Phelps 2001 - 2003
Banc of America Securities 1997 - 2001
Ernst & Young 1991 - 1995
Skills
Series 7, Wealth Management, Credit, Asset Allocation, Banking, Loans, Private Banking, Series 63, Investment Advisory, Financial Analysis, Commercial Lending, Finance
Education
Indiana University - Kelley School of Business 1995 — 1997
MBA, Finance
University of Saint Thomas 1987 — 1991
BA, Finance
Hopkins High School
Bachelor of Arts, Finance
Chitra Patel, CFP®'s Wells Fargo Private Bank Experience May 2013 - Present
Job Vice President, Private Banker at Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo Private Bank May 2013 - Present
SunTrust Bank May 2012 - May 2013
Beta Gamma Sigma 2011 - 2013
Wells Fargo January 2011 - May 2012
Wells Fargo/Wachovia September 2007 - January 2011
Prudential Financial August 2004 - September 2007
Skills
Private Banking, Financial Planning, Retirement Planning, Wealth Management, Customer Acquisition, Risk Management, Personal Budgeting, Estate Planning, Small Business, High Net Worth..., Strategic Financial..., Investments, Banking, Portfolio Management, Insurance, Asset Allocation, Asset Based Lending, Relationship Management, Sales, Account Management, Personal Finance, Strategic Planning, Leadership, Analysis, Manage Client..., Mutual Funds, Mortgage Lending, Loans, Financial Services, Financial Advisory, Corporate Finance, Commercial Banking, Credit, Valuation, Financial Risk, Commercial Lending, CRM
Education
Mercer University - Stetson School of Business and Economics 2008 — 2010
MBA, Finance
Georgia Institute of Technology 2000 — 2004
BS, Management
Wells Fargo Private Bank May 2013 - Present
SunTrust Bank May 2012 - May 2013
Beta Gamma Sigma 2011 - 2013
Wells Fargo January 2011 - May 2012
Wells Fargo/Wachovia September 2007 - January 2011
Prudential Financial August 2004 - September 2007
Skills
Private Banking, Financial Planning, Retirement Planning, Wealth Management, Customer Acquisition, Risk Management, Personal Budgeting, Estate Planning, Small Business, High Net Worth..., Strategic Financial..., Investments, Banking, Portfolio Management, Insurance, Asset Allocation, Asset Based Lending, Relationship Management, Sales, Account Management, Personal Finance, Strategic Planning, Leadership, Analysis, Manage Client..., Mutual Funds, Mortgage Lending, Loans, Financial Services, Financial Advisory, Corporate Finance, Commercial Banking, Credit, Valuation, Financial Risk, Commercial Lending, CRM
Education
Mercer University - Stetson School of Business and Economics 2008 — 2010
MBA, Finance
Georgia Institute of Technology 2000 — 2004
BS, Management
Nelson Hernandez's Wells Fargo Private Bank Experience January 2014 - Present
Job Wealth Advisor Specialist
Industry Financial Services
Experience
Wells Fargo Private Bank January 2014 - Present
Absolute Advantage Solutions, LLC November 2011 - January 2014
Town of Miami Lakes October 2010 - October 2013
SouthOne Capital, LLC May 2008 - October 2011
Office of State Representative Rene Garcia January 2005 - May 2007
Skills
Government, Policy, Public Policy, Fundraising, Grassroots Organizing, Public Relations, Politics, Political Communication, Policy Analysis, Public Speaking, Microsoft Excel, Local Government, Team Building, Research, PowerPoint, Legislation, Microsoft Office, Strategic Planning, Non-profits, Legislative Relations, Social Media Marketing, New Business Development, Financial Analysis, Microsoft Word, Budget, Project Management, Outlook, Project Planning, Political Science, Accounting, Spanish, Customer Service, Constituent Services, Commercial Real Estate..., Commercial Real Estate, Finance, Private Banking, Wealth Management, Budgets, Community Development, Community Outreach, Economic Development, Economics, Event Management, Leadership, Media Relations, Nonprofits, Political Campaigns, Political Consulting, Social Media
Education
University of Miami - School of Business 2011 — 2013
Master of Business Administration (MBA), Accounting and Finance
Florida State University 2003 — 2007
Bachelor of Arts (B.A.), Economics
Wells Fargo Private Bank January 2014 - Present
Absolute Advantage Solutions, LLC November 2011 - January 2014
Town of Miami Lakes October 2010 - October 2013
SouthOne Capital, LLC May 2008 - October 2011
Office of State Representative Rene Garcia January 2005 - May 2007
Skills
Government, Policy, Public Policy, Fundraising, Grassroots Organizing, Public Relations, Politics, Political Communication, Policy Analysis, Public Speaking, Microsoft Excel, Local Government, Team Building, Research, PowerPoint, Legislation, Microsoft Office, Strategic Planning, Non-profits, Legislative Relations, Social Media Marketing, New Business Development, Financial Analysis, Microsoft Word, Budget, Project Management, Outlook, Project Planning, Political Science, Accounting, Spanish, Customer Service, Constituent Services, Commercial Real Estate..., Commercial Real Estate, Finance, Private Banking, Wealth Management, Budgets, Community Development, Community Outreach, Economic Development, Economics, Event Management, Leadership, Media Relations, Nonprofits, Political Campaigns, Political Consulting, Social Media
Education
University of Miami - School of Business 2011 — 2013
Master of Business Administration (MBA), Accounting and Finance
Florida State University 2003 — 2007
Bachelor of Arts (B.A.), Economics
Ian Scheerer's Wells Fargo Private Bank Experience August 2007 - March 2012
Job Financial Advisor, Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC March 2012 - Present
Wells Fargo Private Bank August 2007 - March 2012
Wells Fargo 2007 - July 2008
Skills
Retirement Planning, Finance, Trust Services, Investments, Leadership, High Net Worth..., Asset Allocation, Mutual Funds, Retirement
Education
William Mitchell College of Law 1993 — 1997
JD
Macalester College 1985 — 1989
BA, International Studies, Chemistry & German
Wells Fargo Advisors, LLC March 2012 - Present
Wells Fargo Private Bank August 2007 - March 2012
Wells Fargo 2007 - July 2008
Skills
Retirement Planning, Finance, Trust Services, Investments, Leadership, High Net Worth..., Asset Allocation, Mutual Funds, Retirement
Education
William Mitchell College of Law 1993 — 1997
JD
Macalester College 1985 — 1989
BA, International Studies, Chemistry & German
Emily Compton's Wells Fargo Private Bank Experience 2004 - Present
Job Investment Management Specialist with Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo Private Bank 2004 - Present
Skills
Portfolio Management, Investments, Asset Allocation, Investment Strategies, Wealth Management, Alternative Investments
Education
Indiana University-Purdue University at Fort Wayne
BS in Business, Finance
Wells Fargo Private Bank 2004 - Present
Skills
Portfolio Management, Investments, Asset Allocation, Investment Strategies, Wealth Management, Alternative Investments
Education
Indiana University-Purdue University at Fort Wayne
BS in Business, Finance
Tracey Pearson's Wells Fargo Private Bank Experience November 2004 - March 2010
Job First Vice President / Client Advisor at SunTrust Private Wealth Management
Industry Banking
Experience
SunTrust Bank February 2014 - Present
Fifth Third Bank March 2010 - February 2014
Wells Fargo Private Bank November 2004 - March 2010
Merrill Lynch March 1998 - July 2004
Skills
Banking, Investments, Strategic Financial..., Wealth Management, Estate Planning, Investment Management, Insurance, Wealth, Financial Analysis, High Net Worth..., Series 7, Finance
Education
Middle Tennessee State University 1994 — 1997
Bachelor of science (BS), Public Relations / Finance
SunTrust Bank February 2014 - Present
Fifth Third Bank March 2010 - February 2014
Wells Fargo Private Bank November 2004 - March 2010
Merrill Lynch March 1998 - July 2004
Skills
Banking, Investments, Strategic Financial..., Wealth Management, Estate Planning, Investment Management, Insurance, Wealth, Financial Analysis, High Net Worth..., Series 7, Finance
Education
Middle Tennessee State University 1994 — 1997
Bachelor of science (BS), Public Relations / Finance
Todd Barfield's Wells Fargo Private Bank Experience August 2010 - Present
Job Florida Gulf Coast Regional Private Bank Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo Private Bank August 2010 - Present
Business Capital Solutions Group, Inc May 2008 - August 2010
First Southern Bank (FKA HavenTrust Bank Florida) May 2005 - May 2008
First Citizens Bank January 1990 - April 2005
Skills
Loans, Banking, Commercial Lending, Financial Advisory, Credit Analysis, Commercial Mortgages, Commercial Banking, Loan Origination, Mortgage Lending, Real Estate, Venture Capital, Strategic Financial..., Wealth Management, Strategic Planning, Strategy, Private Equity, Commercial Real Estate, Investment Properties, Mergers & Acquisitions, Asset Management, Credit, Investments, Small Business Lending, Portfolio Management, Real Estate Economics, Finance, Underwriting, Mortgage Banking, Refinance, Management, Risk Management, Real Estate Transactions
Education
Lenoir-Rhyne University 1985 — 1990
Bachelors, Business Administration
Wells Fargo Private Bank August 2010 - Present
Business Capital Solutions Group, Inc May 2008 - August 2010
First Southern Bank (FKA HavenTrust Bank Florida) May 2005 - May 2008
First Citizens Bank January 1990 - April 2005
Skills
Loans, Banking, Commercial Lending, Financial Advisory, Credit Analysis, Commercial Mortgages, Commercial Banking, Loan Origination, Mortgage Lending, Real Estate, Venture Capital, Strategic Financial..., Wealth Management, Strategic Planning, Strategy, Private Equity, Commercial Real Estate, Investment Properties, Mergers & Acquisitions, Asset Management, Credit, Investments, Small Business Lending, Portfolio Management, Real Estate Economics, Finance, Underwriting, Mortgage Banking, Refinance, Management, Risk Management, Real Estate Transactions
Education
Lenoir-Rhyne University 1985 — 1990
Bachelors, Business Administration
Tom Redalen's Wells Fargo Private Bank Experience January 2010 - Present
Job Vice President Wealth Advisor for the Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo Private Bank January 2010 - Present
Wells Fargo Private Bank November 2003 - February 2010
Wells Fargo December 1989 - October 2003
Skills
Series 7, Series 63, Series 66, Life & Health Insurance...
Education
Minnesota State University, Mankato 1985 — 1989
BS, Finance, Real Estate, Accounting
Wells Fargo Private Bank January 2010 - Present
Wells Fargo Private Bank November 2003 - February 2010
Wells Fargo December 1989 - October 2003
Skills
Series 7, Series 63, Series 66, Life & Health Insurance...
Education
Minnesota State University, Mankato 1985 — 1989
BS, Finance, Real Estate, Accounting
Ludmila Golad, JD, AEP's Wells Fargo Private Bank Experience May 2009 - December 2011
Job Director, Wealth Management, New York and Northern New Jersey at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management December 2014 - Present
Valley Hospital Foundation 2008 - Present
Bergen County Estate Planning Council 1987 - Present
PNC Wealth Management September 2012 - December 2014
Wells Fargo Private Bank May 2009 - December 2011
Wells Fargo May 2006 - December 2011
Wachovia, A Wells Fargo Company May 2006 - December 2008
U. S. Trust Company 1985 - 2006
Dunnington, Bartholow & Miller 1981 - 1985
Skills
Trust Management, New Business Development, Estate Planning, Trust Services, Private Wealth..., High Net Worth..., Wealth Management, Asset Allocation, Wealth Management..., Investments, Retirement, Asset Management, Mutual Funds, Strategic Financial..., Private Banking, Banking, Wealth, Insurance, Mortgage Lending, Finance, Business Development, Private Equity, Strategy, Relationship Management, Trusts, Financial Advisory, Securities, Pensions, Series 63, Estate Administration, Investment Management, Series 7, Investment Advisory, Retirement Planning, Portfolio Management, Investment Strategies, Alternative Investments
Education
Fordham University School of Law
Doctor of Law (J.D.), Law
New York University
Bachelor of Arts (B.A.), English Major; Politics Minor
PNC Wealth Management December 2014 - Present
Valley Hospital Foundation 2008 - Present
Bergen County Estate Planning Council 1987 - Present
PNC Wealth Management September 2012 - December 2014
Wells Fargo Private Bank May 2009 - December 2011
Wells Fargo May 2006 - December 2011
Wachovia, A Wells Fargo Company May 2006 - December 2008
U. S. Trust Company 1985 - 2006
Dunnington, Bartholow & Miller 1981 - 1985
Skills
Trust Management, New Business Development, Estate Planning, Trust Services, Private Wealth..., High Net Worth..., Wealth Management, Asset Allocation, Wealth Management..., Investments, Retirement, Asset Management, Mutual Funds, Strategic Financial..., Private Banking, Banking, Wealth, Insurance, Mortgage Lending, Finance, Business Development, Private Equity, Strategy, Relationship Management, Trusts, Financial Advisory, Securities, Pensions, Series 63, Estate Administration, Investment Management, Series 7, Investment Advisory, Retirement Planning, Portfolio Management, Investment Strategies, Alternative Investments
Education
Fordham University School of Law
Doctor of Law (J.D.), Law
New York University
Bachelor of Arts (B.A.), English Major; Politics Minor
Stephen Puhr's Wells Fargo Private Bank Experience March 2000 - April 2003
Job Sr. Director of ALM and Investments at Arizona Federal Credit Union
Industry Financial Services
Experience
Arizona Federal Credit Union 2014 - Present
Pima Leasing & Financing Corporation September 2010 - November 2013
Investment Managemet Consultant July 2006 - September 2010
Wealth Management March 2003 - July 2006
Wells Fargo Private Bank March 2000 - April 2003
Bravura Financial Services December 1995 - March 2000
Munder Capital Management 1992 - 1995
Skills
Equities, Portfolio Management, Alternative Investments, Investments, Asset Managment, Series 7, Fixed Income, Asset Allocation, Mutual Funds, Securities, Bonds, Financial Markets, Investment Management, Equity Research, Financial Services, Finance, Financial Modeling, Banking, Financial Risk, Strategy, Asset Management
Education
University of Michigan 1987 — 1991
MBA, Corporate Strategies
Marquette University 1978 — 1982
Business Administration, Finance
Arizona Federal Credit Union 2014 - Present
Pima Leasing & Financing Corporation September 2010 - November 2013
Investment Managemet Consultant July 2006 - September 2010
Wealth Management March 2003 - July 2006
Wells Fargo Private Bank March 2000 - April 2003
Bravura Financial Services December 1995 - March 2000
Munder Capital Management 1992 - 1995
Skills
Equities, Portfolio Management, Alternative Investments, Investments, Asset Managment, Series 7, Fixed Income, Asset Allocation, Mutual Funds, Securities, Bonds, Financial Markets, Investment Management, Equity Research, Financial Services, Finance, Financial Modeling, Banking, Financial Risk, Strategy, Asset Management
Education
University of Michigan 1987 — 1991
MBA, Corporate Strategies
Marquette University 1978 — 1982
Business Administration, Finance
David W. Roda, CFA's Wells Fargo Private Bank Experience August 2011 - Present
Job Regional Chief Investment Officer, Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank August 2011 - Present
Roda Asset Management, LLC 2008 - August 2011
Dresdner Bank AG 2004 - 2008
Dresdner Bank Lateinamerika, AG 1998 - 2004
Education
Emory University - Goizueta Business School 1984 — 1986
MBA, Finance
Loyola University New Orleans 1980 — 1984
BBA, Finance and Accounting
Wells Fargo Private Bank August 2011 - Present
Roda Asset Management, LLC 2008 - August 2011
Dresdner Bank AG 2004 - 2008
Dresdner Bank Lateinamerika, AG 1998 - 2004
Education
Emory University - Goizueta Business School 1984 — 1986
MBA, Finance
Loyola University New Orleans 1980 — 1984
BBA, Finance and Accounting
Catherine Franks's Wells Fargo Private Bank Experience July 2013 - Present
Job Senior Vice President, Senior Private Banker at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank July 2013 - Present
Merrill Lynch 2011 - July 2013
US Trust 2007 - 2011
Bank of America August 2004 - June 2006
Skills
Wealth Management..., Wealth Management, Trust Services, Investment Advisory, Asset Allocation, Investment Strategies, High Net Worth..., Alternative Investments, Retirement Planning, Trust Management, Wealth, Investment Management, Portfolio Management, Private Banking, Investments, Series 7
Education
Michigan State University 1979 — 1983
Bachelor of Arts (BA), Economics
University of Pennsylvania - The Wharton School
Wells Fargo Private Bank July 2013 - Present
Merrill Lynch 2011 - July 2013
US Trust 2007 - 2011
Bank of America August 2004 - June 2006
Skills
Wealth Management..., Wealth Management, Trust Services, Investment Advisory, Asset Allocation, Investment Strategies, High Net Worth..., Alternative Investments, Retirement Planning, Trust Management, Wealth, Investment Management, Portfolio Management, Private Banking, Investments, Series 7
Education
Michigan State University 1979 — 1983
Bachelor of Arts (BA), Economics
University of Pennsylvania - The Wharton School
Beth Kandra's Wells Fargo Private Bank Experience September 2009 - April 2012
Job Controller at American Road Maintenance/Midwest Tar Sealer
Industry Banking
Experience
American Road Maintenance/Midwest Tar Sealer April 2014 - Present
Northern Trust April 2012 - March 2014
Wells Fargo Private Bank September 2009 - April 2012
Wells Fargo Private Client Services August 2009 - April 2012
LaSalle Bank September 2002 - August 2009
Skills
Commercial Lending, Commercial Banking, Loans, Banking, Portfolio Management
Education
Ferris State University 1972 — 1973
Accounting
American Road Maintenance/Midwest Tar Sealer April 2014 - Present
Northern Trust April 2012 - March 2014
Wells Fargo Private Bank September 2009 - April 2012
Wells Fargo Private Client Services August 2009 - April 2012
LaSalle Bank September 2002 - August 2009
Skills
Commercial Lending, Commercial Banking, Loans, Banking, Portfolio Management
Education
Ferris State University 1972 — 1973
Accounting
Ashleigh Reeves's Wells Fargo Private Bank Experience September 2011 - April 2015
Job Strategy + Project Management
Industry Financial Services
Experience
Wells Fargo Private Bank September 2011 - April 2015
Wells Fargo Private Bank October 2009 - September 2011
Wachovia Wealth Management January 2008 - October 2009
Wachovia Wealth Management January 2006 - December 2007
Skills
Organizational..., Client Experience, Wealth Management, Process Improvement, Financial Services, Data Analysis, Project Management, Customer Experience, CRM, Business Strategy, Strategy, Management, Business Development, Risk Management, Leadership, Change Management, Cross-functional Team..., Project Planning, Analysis, Management Consulting, Program Management
Education
Massachusetts School of Professional Psychology 2009 — 2010
MA, Organizational Psychology
Wake Forest University 1999 — 2003
BA, Psychology and Sociology
Wells Fargo Private Bank September 2011 - April 2015
Wells Fargo Private Bank October 2009 - September 2011
Wachovia Wealth Management January 2008 - October 2009
Wachovia Wealth Management January 2006 - December 2007
Skills
Organizational..., Client Experience, Wealth Management, Process Improvement, Financial Services, Data Analysis, Project Management, Customer Experience, CRM, Business Strategy, Strategy, Management, Business Development, Risk Management, Leadership, Change Management, Cross-functional Team..., Project Planning, Analysis, Management Consulting, Program Management
Education
Massachusetts School of Professional Psychology 2009 — 2010
MA, Organizational Psychology
Wake Forest University 1999 — 2003
BA, Psychology and Sociology
Brendon Lyden's Wells Fargo Private Bank Experience 2005 - October 2011
Job Wealth Advisor at UBS Wealth Management
Industry Banking
Experience
UBS Wealth Management September 2011 - Present
Wells Fargo Private Bank 2005 - October 2011
Education
Mount Saint Mary College 1998 — 2001
UBS Wealth Management September 2011 - Present
Wells Fargo Private Bank 2005 - October 2011
Education
Mount Saint Mary College 1998 — 2001
Jeff Wasmuth's Wells Fargo Private Bank Experience June 1984 - July 2010
Job Senior Regional Credit Officer at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank July 2010 - Present
Wells Fargo Private Bank June 1984 - July 2010
Skills
Commercial Lending, Credit, Loans, Credit Analysis, Small Business Lending, Retail Banking, Portfolio Management, Commercial Banking, Underwriting, Banking, Consumer Lending, Management, Financial Analysis
Education
Lehigh University - College of Business and Economics 1988 — 1991
MBA, Business Administration
Ursinus College 1980 — 1984
BA, Economics
Wells Fargo Bank July 2010 - Present
Wells Fargo Private Bank June 1984 - July 2010
Skills
Commercial Lending, Credit, Loans, Credit Analysis, Small Business Lending, Retail Banking, Portfolio Management, Commercial Banking, Underwriting, Banking, Consumer Lending, Management, Financial Analysis
Education
Lehigh University - College of Business and Economics 1988 — 1991
MBA, Business Administration
Ursinus College 1980 — 1984
BA, Economics
Jill Schuberth's Wells Fargo Private Bank Experience March 2001 - April 2002
Job Vice President Senior Relationship Manager at 1st Enterprise Bank
Industry Banking
Experience
1st Enterprise Bank August 2013 - Present
Pacific Western Bank April 2007 - August 2013
Vineyard Bank December 2005 - December 2007
Merrill Lynch April 2002 - December 2005
Wells Fargo Private Bank March 2001 - April 2002
Banking Institutions in Southern California September 1993 - September 2001
Skills
Commercial Lending, Mergers & Acquisitions, Loans, Commercial Banking, Small Business Lending, Real Estate, business advice, Strategic Business..., Banking, Credit, Finance, Cash Flow, Portfolio Management
Education
Fordham University School of Law 1981 — 1983
MBA, Finance
Fordham University
Master of Business Administration (MBA)
University of Florida
Bachelor of Science (BS), Economics
1st Enterprise Bank August 2013 - Present
Pacific Western Bank April 2007 - August 2013
Vineyard Bank December 2005 - December 2007
Merrill Lynch April 2002 - December 2005
Wells Fargo Private Bank March 2001 - April 2002
Banking Institutions in Southern California September 1993 - September 2001
Skills
Commercial Lending, Mergers & Acquisitions, Loans, Commercial Banking, Small Business Lending, Real Estate, business advice, Strategic Business..., Banking, Credit, Finance, Cash Flow, Portfolio Management
Education
Fordham University School of Law 1981 — 1983
MBA, Finance
Fordham University
Master of Business Administration (MBA)
University of Florida
Bachelor of Science (BS), Economics
Karen Beach's Wells Fargo Private Bank Experience June 1991 - Present
Job Senior Vice President/Senior Trust & Fidcuiary Specialist at Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo Private Bank June 1991 - Present
Skills
Estate Planning, Risk Management, Finance, Investments, Banking, Leadership
Education
Lynn University
Wells Fargo Private Bank June 1991 - Present
Skills
Estate Planning, Risk Management, Finance, Investments, Banking, Leadership
Education
Lynn University
Earl McLain's Wells Fargo Private Bank Experience November 2010 - Present
Job Wealth Advisor and Senior Vice President at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank November 2010 - Present
Wells Fargo Private Bank January 2009 - October 2010
Wachovia Wealth Management July 2006 - December 2008
Wachovia Wealth Management November 2002 - June 2006
Northwestern Mutual August 1998 - October 2002
U.S. Navy August 1978 - July 1998
Skills
Wealth Management, Multi-generational..., Relationship Management, Strategic Planning, Investment Strategies, Risk Management, Financial Advisory, Financial Services, Retirement
Education
Davidson High School
United States Naval Academy 1975 — 1979
BS, Physical Oceanography
Naval War College 1989 — 1990
MA, National Security and Strategic Studies
Salve Regina University 1989 — 1990
MS, Management
Wells Fargo Private Bank November 2010 - Present
Wells Fargo Private Bank January 2009 - October 2010
Wachovia Wealth Management July 2006 - December 2008
Wachovia Wealth Management November 2002 - June 2006
Northwestern Mutual August 1998 - October 2002
U.S. Navy August 1978 - July 1998
Skills
Wealth Management, Multi-generational..., Relationship Management, Strategic Planning, Investment Strategies, Risk Management, Financial Advisory, Financial Services, Retirement
Education
Davidson High School
United States Naval Academy 1975 — 1979
BS, Physical Oceanography
Naval War College 1989 — 1990
MA, National Security and Strategic Studies
Salve Regina University 1989 — 1990
MS, Management
Ross Gaudoin's Wells Fargo Private Bank Experience 2006 - 2008
Job Managing Director at First Republic Investment Management
Industry Financial Services
Experience
First Republic Investment Management June 2012 - Present
Astera Financial Group, LLC March 2008 - June 2012
Wells Fargo Private Bank 2006 - 2008
Herndon, Morton, Herndon & Yaeger 1997 - 2006
Education
Duquesne University School of Law 1994 — 1997
JD
Duquesne University 1990 — 1994
BS, Accounting
First Republic Investment Management June 2012 - Present
Astera Financial Group, LLC March 2008 - June 2012
Wells Fargo Private Bank 2006 - 2008
Herndon, Morton, Herndon & Yaeger 1997 - 2006
Education
Duquesne University School of Law 1994 — 1997
JD
Duquesne University 1990 — 1994
BS, Accounting
Anthony J. Mascioli, CFP®'s Wells Fargo Private Bank Experience 2004 - 2012
Job Senior Wealth Planning Specialist
Industry Financial Services
Experience
Citi Personal Wealth Management 2012 - Present
Wells Fargo Private Bank 2004 - 2012
Lassus Wherley & Associates 2001 - 2004
AMG National Trust Bank 2000 - 2000
The Guardian Life Insurance Company of America 1997 - 2000
U.S. Trust Company of New York 1993 - 1997
Skills
Wealth Management..., Wealth, High Net Worth..., Estate Planning, Strategic Financial..., Retirement, Investments, Financial Advisory, Trust Services, Wealth Management, Retirement Planning, Investment Advisory, Mutual Funds, Banking, Asset Management, Asset Allocation, Portfolio Management, Securities, Financial Planning
Education
Pace University 2000 — 2001
Certified Financial Planning Program, Financial Planning
Hofstra University 1986 — 1990
Bachelor of Business Administration (BBA), Finance / Banking
Floral Park Memorial HS
Citi Personal Wealth Management 2012 - Present
Wells Fargo Private Bank 2004 - 2012
Lassus Wherley & Associates 2001 - 2004
AMG National Trust Bank 2000 - 2000
The Guardian Life Insurance Company of America 1997 - 2000
U.S. Trust Company of New York 1993 - 1997
Skills
Wealth Management..., Wealth, High Net Worth..., Estate Planning, Strategic Financial..., Retirement, Investments, Financial Advisory, Trust Services, Wealth Management, Retirement Planning, Investment Advisory, Mutual Funds, Banking, Asset Management, Asset Allocation, Portfolio Management, Securities, Financial Planning
Education
Pace University 2000 — 2001
Certified Financial Planning Program, Financial Planning
Hofstra University 1986 — 1990
Bachelor of Business Administration (BBA), Finance / Banking
Floral Park Memorial HS
Ryan McMahon, CIMA, CFP, CAIA's Wells Fargo Private Bank Experience June 2014 - Present
Job Regional Manager, Investment & Fiduciary Services at Wells Fargo, The Private Bank
Industry Investment Management
Experience
Wells Fargo Private Bank June 2014 - Present
Wells Fargo Private Bank November 2009 - Present
Wells Fargo Private Bank October 2003 - November 2009
Evergreen Investments January 2001 - October 2003
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Wealth Management, Portfolio Management, Investment Advisory, Series 7, Asset Management, Managed Futures, Investments, Mutual Funds, Investment Strategies
Education
Gilmour Academy
Miami University
BS, Finance
Wells Fargo Private Bank June 2014 - Present
Wells Fargo Private Bank November 2009 - Present
Wells Fargo Private Bank October 2003 - November 2009
Evergreen Investments January 2001 - October 2003
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Wealth Management, Portfolio Management, Investment Advisory, Series 7, Asset Management, Managed Futures, Investments, Mutual Funds, Investment Strategies
Education
Gilmour Academy
Miami University
BS, Finance
John Swink's Wells Fargo Private Bank Experience November 1994 - Present
Job Regional Mgr. Of Investment & Fiduciary Services, SC
Industry Banking
Experience
Wells Fargo Private Bank November 1994 - Present
Education
Emory University 1976 — 1980
BA, Economics
Wells Fargo Private Bank November 1994 - Present
Education
Emory University 1976 — 1980
BA, Economics
Richard B. Dempsey's Wells Fargo Private Bank Experience 2010 - 2011
Job Managing Director Private Banking at Talmer Bank and Trust
Industry Financial Services
Experience
Talmer Bank and Trust April 2014 - Present
Dollar Bank April 2013 - April 2014
Wells Fargo Private Bank 2010 - 2011
Northern Trust 2008 - 2010
Fifth Third Bank 1996 - 2008
Prudential Financial 1996 - 1996
KeyBank 1988 - 1995
Huntington National Bank 1986 - 1988
Skills
Alternative Investments, Asset Managment, Wealth Management, Commercial Lending, Investments, Asset Allocation, Portfolio Management, Equities, Series 7, Finance, Private Banking, Asset Management, Loans, Credit, Mutual Funds
Education
Kenyon College 1981 — 1985
Saint Edward's School (Vero Beach, Florida) 1977 — 1981
University School 1970 — 1977
Talmer Bank and Trust April 2014 - Present
Dollar Bank April 2013 - April 2014
Wells Fargo Private Bank 2010 - 2011
Northern Trust 2008 - 2010
Fifth Third Bank 1996 - 2008
Prudential Financial 1996 - 1996
KeyBank 1988 - 1995
Huntington National Bank 1986 - 1988
Skills
Alternative Investments, Asset Managment, Wealth Management, Commercial Lending, Investments, Asset Allocation, Portfolio Management, Equities, Series 7, Finance, Private Banking, Asset Management, Loans, Credit, Mutual Funds
Education
Kenyon College 1981 — 1985
Saint Edward's School (Vero Beach, Florida) 1977 — 1981
University School 1970 — 1977
Clifton Dortch, LL.M., Esq.'s Wells Fargo Private Bank Experience February 2015 - Present
Job Tax Attorney Georgia/Florida
Industry Law Practice
Experience
Wells Fargo Private Bank February 2015 - Present
Robert P. Saltsman, P.A. January 2012 - May 2012
Maher Law Firm August 2011 - December 2011
Community Legal Services of Mid-Florida, Inc. August 2010 - May 2011
Skills
Legal Research, Legal Writing, Family Law, Westlaw, Civil Litigation, Commercial Litigation, Wills, Legal Issues, Lexis, Criminal Law, Appeals, Tax Law, Mergers & Acquisitions, Corporate Law, Immigration Law, Legal Assistance
Education
University of Florida - Fredric G. Levin College of Law 2012 — 2013
Master of Laws (LLM), Taxation
Florida A&M University College of Law 2009 — 2012
Doctor of Law (J.D.), Cum Laude
Furman University 2003 — 2008
Bachelor of Arts (B.A.), Political Science and Government
Chamblee Charter High School
Wells Fargo Private Bank February 2015 - Present
Robert P. Saltsman, P.A. January 2012 - May 2012
Maher Law Firm August 2011 - December 2011
Community Legal Services of Mid-Florida, Inc. August 2010 - May 2011
Skills
Legal Research, Legal Writing, Family Law, Westlaw, Civil Litigation, Commercial Litigation, Wills, Legal Issues, Lexis, Criminal Law, Appeals, Tax Law, Mergers & Acquisitions, Corporate Law, Immigration Law, Legal Assistance
Education
University of Florida - Fredric G. Levin College of Law 2012 — 2013
Master of Laws (LLM), Taxation
Florida A&M University College of Law 2009 — 2012
Doctor of Law (J.D.), Cum Laude
Furman University 2003 — 2008
Bachelor of Arts (B.A.), Political Science and Government
Chamblee Charter High School
Christine Phelps's Wells Fargo Private Bank Experience June 2010 - May 2013
Job Wealth Advisor at BB&T Wealth
Industry Financial Services
Experience
BB&T Wealth May 2013 - Present
Wells Fargo Private Bank June 2010 - May 2013
BB&T June 2001 - May 2010
Education
Southern Methodist University
Bachelor of Business Administration (B.B.A.), Finance, Real Estate Finance
Emory University
Financial Planning Certificate Program
BB&T Wealth May 2013 - Present
Wells Fargo Private Bank June 2010 - May 2013
BB&T June 2001 - May 2010
Education
Southern Methodist University
Bachelor of Business Administration (B.B.A.), Finance, Real Estate Finance
Emory University
Financial Planning Certificate Program
Gina Kay's Wells Fargo Private Bank Experience May 2006 - Present
Job Private Banking Assoicate at Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo Private Bank May 2006 - Present
Wells Fargo 2000 - Present
Skills
Series 7, Private Banking, Asset Allocation, Portfolio Management, Customer Service, Credit Analysis, Financial Analysis, Finance
Education
Mount Mary College
Bachelor of Arts (BA)
Wells Fargo Private Bank May 2006 - Present
Wells Fargo 2000 - Present
Skills
Series 7, Private Banking, Asset Allocation, Portfolio Management, Customer Service, Credit Analysis, Financial Analysis, Finance
Education
Mount Mary College
Bachelor of Arts (BA)