Wells Fargo Private Bank
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Wells Fargo Private Bank Employees
Employee
Years
Job
Industry
Michael C. Grannis, CFP®, ChFC® Michael C. Grannis, CFP®, ChFC®'s Wells Fargo Private Bank Experience July 2015 - Present
Job Vice President, Wealth Advisor at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank July 2015 - Present
Merrill Lynch Wealth Management, Bank of America Corporation June 2014 - July 2015
Morgan Stanley Wealth Management September 2007 - June 2014
Bridgestone June 2006 - September 2007
Education
San Diego State University-California State University 2002 — 2006
Bachelor's Degree, Business Administration
Wells Fargo Private Bank July 2015 - Present
Merrill Lynch Wealth Management, Bank of America Corporation June 2014 - July 2015
Morgan Stanley Wealth Management September 2007 - June 2014
Bridgestone June 2006 - September 2007
Education
San Diego State University-California State University 2002 — 2006
Bachelor's Degree, Business Administration
Greg Owen, CFP® Greg Owen, CFP®'s Wells Fargo Private Bank Experience April 2003 - Present
Job Wealth Advisor and Senior Vice President at Wells Fargo Private Bank
Industry Individual & Family Services
Experience
Wells Fargo Private Bank April 2003 - Present
Wachovia Bank January 1995 - January 2003
Skills
Wealth Management,...
Education
North Carolina State University 1983 — 1987
Bachelor's degree, Accounting
Wells Fargo Private Bank April 2003 - Present
Wachovia Bank January 1995 - January 2003
Skills
Wealth Management,...
Education
North Carolina State University 1983 — 1987
Bachelor's degree, Accounting
Cody Reaves Cody Reaves's Wells Fargo Private Bank Experience September 2014 - Present
Job Wealth Client Associate at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank September 2014 - Present
Key Private Bank August 2011 - September 2014
Opus Bank June 2011 - August 2011
Winslow, Wood, and Associates 2008 - 2010
Skills
Strategic Financial..., Finance, Business Development, Entrepreneurship, Loans, Financial Analysis, Portfolio Management, Client Relations Skills, Event Planning, Financial Forecasting, Presentation Development, Wealth Management, Financial Planning
Education
The American College 2013 — 2015
CFP Designation
Washington State University - College of Business and Economics 2006 — 2011
Bachelor of Arts (B.A.), Double Major: Finance & Entreprenuership; Minor: Economics
Wells Fargo Private Bank September 2014 - Present
Key Private Bank August 2011 - September 2014
Opus Bank June 2011 - August 2011
Winslow, Wood, and Associates 2008 - 2010
Skills
Strategic Financial..., Finance, Business Development, Entrepreneurship, Loans, Financial Analysis, Portfolio Management, Client Relations Skills, Event Planning, Financial Forecasting, Presentation Development, Wealth Management, Financial Planning
Education
The American College 2013 — 2015
CFP Designation
Washington State University - College of Business and Economics 2006 — 2011
Bachelor of Arts (B.A.), Double Major: Finance & Entreprenuership; Minor: Economics
Ryan Ring Ryan Ring's Wells Fargo Private Bank Experience August 2012 - May 2015
Job Vice President at JPM Chase, NA.
Industry Investment Management
Experience
JPM Chase, NA. May 2015 - Present
Wells Fargo Private Bank August 2012 - May 2015
Wells Capital Management March 2010 - August 2012
Private Business January 2006 - January 2010
Education
Saint Mary's College of California 2006 — 2008
MS-FAIM, Finance
Saint Mary's College of California 2006 — 2008
MBA, Business
University of Redlands 2002 — 2005
B.S. Business, Business
University of Redlands 2002 — 2005
B.A. Economics, International Economics
Amador Valley High
JPM Chase, NA. May 2015 - Present
Wells Fargo Private Bank August 2012 - May 2015
Wells Capital Management March 2010 - August 2012
Private Business January 2006 - January 2010
Education
Saint Mary's College of California 2006 — 2008
MS-FAIM, Finance
Saint Mary's College of California 2006 — 2008
MBA, Business
University of Redlands 2002 — 2005
B.S. Business, Business
University of Redlands 2002 — 2005
B.A. Economics, International Economics
Amador Valley High
Gordon Willis Gordon Willis's Wells Fargo Private Bank Experience May 2000 - August 2015
Job Retired Senior Vice President at Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo Private Bank May 2000 - August 2015
Wells Fargo Wealth Management Group May 2000 - August 2015
Skills
Commercial Lending, Commercial Banking, Small Business Lending, Loans, Credit Analysis, Credit, Banking, Consumer Lending, Wealth Management, Mortgage Lending, Portfolio Management, Series 7, Underwriting, Loan Origination, Lines Of Credit, Private Equity
Education
Western Illinois University 1976 — 1979
B.A., Political Science
Southern Illinois University, Carbondale 1975 — 1976
Wells Fargo Private Bank May 2000 - August 2015
Wells Fargo Wealth Management Group May 2000 - August 2015
Skills
Commercial Lending, Commercial Banking, Small Business Lending, Loans, Credit Analysis, Credit, Banking, Consumer Lending, Wealth Management, Mortgage Lending, Portfolio Management, Series 7, Underwriting, Loan Origination, Lines Of Credit, Private Equity
Education
Western Illinois University 1976 — 1979
B.A., Political Science
Southern Illinois University, Carbondale 1975 — 1976
JoAnne Sweeney JoAnne Sweeney's Wells Fargo Private Bank Experience January 2004 - November 2011
Job Director of Private Client Services at The Partners Group
Industry Financial Services
Experience
The Partners Group April 2014 - Present
Morgan Stanley Wealth Management December 2011 - April 2014
Wells Fargo Private Bank January 2004 - November 2011
Bank of the Northwest (acquired by Wells Fargo in 2004) October 1998 - January 2004
Education
The University of Texas at Austin
BA, English
The Partners Group April 2014 - Present
Morgan Stanley Wealth Management December 2011 - April 2014
Wells Fargo Private Bank January 2004 - November 2011
Bank of the Northwest (acquired by Wells Fargo in 2004) October 1998 - January 2004
Education
The University of Texas at Austin
BA, English
Jim Harding, CFA Jim Harding, CFA's Wells Fargo Private Bank Experience February 2014 - Present
Job Wealth Advisor, Vice President at Wells Fargo Private Bank
Industry Investment Management
Experience
Community for Youth June 2014 - Present
Wells Fargo Private Bank February 2014 - Present
Goldman Sachs June 2010 - February 2014
Brighton Jones September 2006 - March 2010
Dorse Architectural January 1997 - September 2006
Shaw Industries January 1993 - January 1997
Skills
Investments, Risk Management, Investment Advisory, Portfolio Management, Finance, Investment Strategies, Sales, Investment Management, Entrepreneurship, Coaching, Financial Services, Asset Management, Asset Allocation, Financial Modeling, Wealth Management..., Private Equity
Education
Seattle University 2002 — 2005
Masters, Finance
Villanova University 1982 — 1986
BS, Economics
Community for Youth June 2014 - Present
Wells Fargo Private Bank February 2014 - Present
Goldman Sachs June 2010 - February 2014
Brighton Jones September 2006 - March 2010
Dorse Architectural January 1997 - September 2006
Shaw Industries January 1993 - January 1997
Skills
Investments, Risk Management, Investment Advisory, Portfolio Management, Finance, Investment Strategies, Sales, Investment Management, Entrepreneurship, Coaching, Financial Services, Asset Management, Asset Allocation, Financial Modeling, Wealth Management..., Private Equity
Education
Seattle University 2002 — 2005
Masters, Finance
Villanova University 1982 — 1986
BS, Economics
Abigail A. Roman Abigail A. Roman's Wells Fargo Private Bank Experience September 2007 - October 2012
Job Mental Health Clinician at East Bay Agency for Children
Industry Hospital & Health Care
Experience
East Bay Agency for Children February 2013 - Present
Wells Fargo Private Bank September 2007 - October 2012
WOMAN, Inc. August 2011 - May 2012
Ray of Light Trauma Recovery Center 2012 - 2012
Skills
Notary Public, Bilingual, Banking, Bookkeeping, Customer Service, Customer Satisfaction, Paraprofessional Mentor..., Domestic Violence..., EMDR, Couples Counseling, Family Therapy, Grief Counseling
Education
University of San Francisco 2011 — 2012
Master's degree, Marriage and Family Therapy/Counseling
San Francisco State University 2000 — 2004
Bachelor's degree, Psychology
East Bay Agency for Children February 2013 - Present
Wells Fargo Private Bank September 2007 - October 2012
WOMAN, Inc. August 2011 - May 2012
Ray of Light Trauma Recovery Center 2012 - 2012
Skills
Notary Public, Bilingual, Banking, Bookkeeping, Customer Service, Customer Satisfaction, Paraprofessional Mentor..., Domestic Violence..., EMDR, Couples Counseling, Family Therapy, Grief Counseling
Education
University of San Francisco 2011 — 2012
Master's degree, Marriage and Family Therapy/Counseling
San Francisco State University 2000 — 2004
Bachelor's degree, Psychology
Stephen R. McNally Stephen R. McNally's Wells Fargo Private Bank Experience September 2014 - Present
Job Regional Investment Manager at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank September 2014 - Present
Wells Fargo Private Bank August 2008 - September 2014
SRM Capital Management, LLC December 2002 - April 2008
Duncan Hurst Capital Management July 1994 - December 2002
Nicholas-Applegate Capital Management October 1990 - July 1994
Stein Roe and Farnham July 1983 - October 1990
Blackjack player January 1982 - January 1983
Skills
Derivatives, Options, Alternative Investments, Equities, Hedge Funds, Trading, Asset Allocation, Investment Management, Asset Managment, Wealth Management, Investments, Investment Strategies, Financial Services, Portfolio Management, Mutual Funds, Series 7, Investment Advisory, Fixed Income, Series 63, Asset Management
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Finance
Yale University 1979 — 1980
MS, Physical Chemistry/Quantum Mechanics
Trinity College-Hartford 1975 — 1979
BS, Chemistry
Pittsford-Mendon High School 1972 — 1975
College Prep, College Prep
Wells Fargo Private Bank September 2014 - Present
Wells Fargo Private Bank August 2008 - September 2014
SRM Capital Management, LLC December 2002 - April 2008
Duncan Hurst Capital Management July 1994 - December 2002
Nicholas-Applegate Capital Management October 1990 - July 1994
Stein Roe and Farnham July 1983 - October 1990
Blackjack player January 1982 - January 1983
Skills
Derivatives, Options, Alternative Investments, Equities, Hedge Funds, Trading, Asset Allocation, Investment Management, Asset Managment, Wealth Management, Investments, Investment Strategies, Financial Services, Portfolio Management, Mutual Funds, Series 7, Investment Advisory, Fixed Income, Series 63, Asset Management
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Finance
Yale University 1979 — 1980
MS, Physical Chemistry/Quantum Mechanics
Trinity College-Hartford 1975 — 1979
BS, Chemistry
Pittsford-Mendon High School 1972 — 1975
College Prep, College Prep
Adam Harmoning Adam Harmoning's Wells Fargo Private Bank Experience December 2013 - September 2014
Job Mortgage/Construction Specialist
Industry Financial Services
Experience
U.S. Bank September 2014 - Present
Wells Fargo Private Bank December 2013 - September 2014
Stearns Lending April 2013 - December 2013
PrimeLending May 2011 - April 2013
Umpqua Bank November 2010 - May 2011
JP Morgan Chase December 2009 - November 2010
JP Morgan Chase January 2006 - August 2010
JPMorgan @ Keller Williams January 2006 - August 2010
Washington Mutual Home Loans March 2000 - January 2006
State of California Fire/ San Diego City Fire January 1995 - October 2000
Skills
FHA, First Time Home Buyers, Construction, Refinance, Loan Origination, Personal Finance, Marketing Strategy, Mortgage Marketing, Strategic Planning, Commercial Real Estate, Team Building, Marketing, Loans, VA loans, Mortgage Lending, Sellers, Mortgage Banking, Business Planning, Residential Mortgages, Jumbo Mortgage, Buyer Representation, Residential Homes, Foreclosures, Sales Management, Customer Satisfaction, Customer Service, Investment Properties, Finance, Risk Management, Sales, Investors, Credit, Selling, Short Sales, USDA, REO, FHA financing, Referrals, Real Estate Transactions, Reverse Mortgages, Real Estate Financing, Relocation, Construction Loans, Certified Mortgage..., Single Family Homes, Banking, Condos, Commercial Lending, FHA Financing, Real Estate
Education
Unversity of the Nations 1999 — 2001
Bachelor's Degree, Marketing, 3.9
Sierra College 1999 — 2001
Business, Marketing
Leadership Challenge 2006 — 2013
Masters Club, National MVP Award
International Fire Academy 1995 — 2000
City of San Diego/CDF (Cal Fire), Fire Science/Fire-fighting
U.S. Bank September 2014 - Present
Wells Fargo Private Bank December 2013 - September 2014
Stearns Lending April 2013 - December 2013
PrimeLending May 2011 - April 2013
Umpqua Bank November 2010 - May 2011
JP Morgan Chase December 2009 - November 2010
JP Morgan Chase January 2006 - August 2010
JPMorgan @ Keller Williams January 2006 - August 2010
Washington Mutual Home Loans March 2000 - January 2006
State of California Fire/ San Diego City Fire January 1995 - October 2000
Skills
FHA, First Time Home Buyers, Construction, Refinance, Loan Origination, Personal Finance, Marketing Strategy, Mortgage Marketing, Strategic Planning, Commercial Real Estate, Team Building, Marketing, Loans, VA loans, Mortgage Lending, Sellers, Mortgage Banking, Business Planning, Residential Mortgages, Jumbo Mortgage, Buyer Representation, Residential Homes, Foreclosures, Sales Management, Customer Satisfaction, Customer Service, Investment Properties, Finance, Risk Management, Sales, Investors, Credit, Selling, Short Sales, USDA, REO, FHA financing, Referrals, Real Estate Transactions, Reverse Mortgages, Real Estate Financing, Relocation, Construction Loans, Certified Mortgage..., Single Family Homes, Banking, Condos, Commercial Lending, FHA Financing, Real Estate
Education
Unversity of the Nations 1999 — 2001
Bachelor's Degree, Marketing, 3.9
Sierra College 1999 — 2001
Business, Marketing
Leadership Challenge 2006 — 2013
Masters Club, National MVP Award
International Fire Academy 1995 — 2000
City of San Diego/CDF (Cal Fire), Fire Science/Fire-fighting
Jaron Swartz's Wells Fargo Private Bank Experience February 2011 - June 2012
Job Assistant Vice President, Client Sales & Service Officer at U.S. Trust
Industry Banking
Experience
U.S. Trust July 2014 - Present
US Trust June 2012 - July 2014
Wells Fargo Private Bank February 2011 - June 2012
Sterne, Agee & Leach, Inc May 2010 - December 2010
Skills
Credit, Trusts, Private Banking, Asset Allocation, New Business Development, Investments, Securities, Wealth Management, Capital Markets, Fixed Income, Sales Support, Wealth Transfer Planning, Estate Planning, Sales Operations, Wealth, Mutual Funds, Portfolio Management, Wealth Management...
Education
Rollins College 2006 — 2010
Bachelor of the Arts, Philosophy & Economics
U.S. Trust July 2014 - Present
US Trust June 2012 - July 2014
Wells Fargo Private Bank February 2011 - June 2012
Sterne, Agee & Leach, Inc May 2010 - December 2010
Skills
Credit, Trusts, Private Banking, Asset Allocation, New Business Development, Investments, Securities, Wealth Management, Capital Markets, Fixed Income, Sales Support, Wealth Transfer Planning, Estate Planning, Sales Operations, Wealth, Mutual Funds, Portfolio Management, Wealth Management...
Education
Rollins College 2006 — 2010
Bachelor of the Arts, Philosophy & Economics
Mitch Lukas Mitch Lukas's Wells Fargo Private Bank Experience April 2007 - October 2012
Job Banking Consultant
Industry Investment Banking
Experience
Wells Fargo Private Bank April 2007 - October 2012
Skills
Portfolio Management, Banking, Loans, Commercial Lending, Credit, Commercial Banking, Wealth Management, Private Banking, Investments, Investment Advisory
Education
Dartmouth College - The Tuck School of Business at Dartmouth
Pepperdine Universirty, Malibu Campus
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Wells Fargo Private Bank April 2007 - October 2012
Skills
Portfolio Management, Banking, Loans, Commercial Lending, Credit, Commercial Banking, Wealth Management, Private Banking, Investments, Investment Advisory
Education
Dartmouth College - The Tuck School of Business at Dartmouth
Pepperdine Universirty, Malibu Campus
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Alexandra Benas Alexandra Benas's Wells Fargo Private Bank Experience December 2014 - Present
Job Sr. Private Banking Associate Legal Specialty Group at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank December 2014 - Present
UBS Financial Services September 2010 - December 2014
UBS Financial Svc Inc June 2009 - August 2009
Education
Saint Joseph's University 2006 — 2010
Bachelor's degree, Finance
Wells Fargo Private Bank December 2014 - Present
UBS Financial Services September 2010 - December 2014
UBS Financial Svc Inc June 2009 - August 2009
Education
Saint Joseph's University 2006 — 2010
Bachelor's degree, Finance
James Michael Giovanni's Wells Fargo Private Bank Experience May 2012 - April 2014
Job Assistant Vice President at Bank of China
Industry Investment Banking
Experience
Bank of China March 2014 - Present
U.S. Men's National Team-Major League Soccer June 2006 - Present
Los Angeles Based Model Agency June 2012 - Present
Real Estate/Venture Capital June 2008 - Present
Sound Image Car Audio January 2000 - Present
Consumer Electronics Association January 2006 - Present
UNICEF/FC Barcelona - Qatar Foundation June 2006 - Present
San Francisco Giants April 2013 - May 2014
Wells Fargo Private Bank May 2012 - April 2014
The Oakland Raiders, NFL June 2012 - January 2013
Education
University of California, Berkeley, Haas School of Business
Corporate Finance and Recruiting
University of San Francisco 2010 — 2012
Bachelor of Science
Bank Audi Investment Bank 2006 — 2012
Wells Fargo & Co.
Finra
San Joaquin Delta College 2009 — 2010
Associate Degree
Lincoln High School 2004 — 2008
High School Diploma
Bank of China March 2014 - Present
U.S. Men's National Team-Major League Soccer June 2006 - Present
Los Angeles Based Model Agency June 2012 - Present
Real Estate/Venture Capital June 2008 - Present
Sound Image Car Audio January 2000 - Present
Consumer Electronics Association January 2006 - Present
UNICEF/FC Barcelona - Qatar Foundation June 2006 - Present
San Francisco Giants April 2013 - May 2014
Wells Fargo Private Bank May 2012 - April 2014
The Oakland Raiders, NFL June 2012 - January 2013
Education
University of California, Berkeley, Haas School of Business
Corporate Finance and Recruiting
University of San Francisco 2010 — 2012
Bachelor of Science
Bank Audi Investment Bank 2006 — 2012
Wells Fargo & Co.
Finra
San Joaquin Delta College 2009 — 2010
Associate Degree
Lincoln High School 2004 — 2008
High School Diploma
J. Peter Barbara J. Peter Barbara's Wells Fargo Private Bank Experience August 2009 - October 2014
Job Senior Vice President, Manager, Private Client Services
Industry Financial Services
Experience
City National Bank October 2014 - Present
Wells Fargo Private Bank August 2009 - October 2014
Citi Private Bank November 1990 - August 2009
Citigroup Asset Managememt May 2005 - May 2006
Skills
Sales Management, Wealth Management, Portfolio Management, Investments, Alternative Investments, Series 7, Asset Management, Banking, Fixed Income, Asset Allocation, Equities, Hedge Funds, Private Banking, Estate Planning, Asset Managment, Real Estate Lending, Secured Financing, Philanthropy, Investment Brokerage, Structured Finance, Life Insurance, Municipal Bonds, Retirement Planning
Education
Pace University - Lubin School of Business 1986 — 1991
Bachelor of Business Administration (B.B.A.), Marketing
City National Bank October 2014 - Present
Wells Fargo Private Bank August 2009 - October 2014
Citi Private Bank November 1990 - August 2009
Citigroup Asset Managememt May 2005 - May 2006
Skills
Sales Management, Wealth Management, Portfolio Management, Investments, Alternative Investments, Series 7, Asset Management, Banking, Fixed Income, Asset Allocation, Equities, Hedge Funds, Private Banking, Estate Planning, Asset Managment, Real Estate Lending, Secured Financing, Philanthropy, Investment Brokerage, Structured Finance, Life Insurance, Municipal Bonds, Retirement Planning
Education
Pace University - Lubin School of Business 1986 — 1991
Bachelor of Business Administration (B.B.A.), Marketing
Dan Filippi's Wells Fargo Private Bank Experience August 2013 - Present
Job Senior Fiduciary Advisory Specialist at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank August 2013 - Present
OC Estate Planning Counsel 2012 - 2015
US Trust, Bank of America Private Wealth Management June 2005 - August 2013
Bank of America January 2004 - June 2005
Skills
Banking, Wealth Management, Asset Allocation, Investments, Asset Management, Estate Planning, Strategic Financial..., Portfolio Management, Retirement Planning, Mutual Funds, Wealth Management..., Investment Management, Investment Advisory
Education
San Diego State University-California State University 1995 — 1999
BS, Business Administration
Grossmont High School 1990 — 1994
Wells Fargo Private Bank August 2013 - Present
OC Estate Planning Counsel 2012 - 2015
US Trust, Bank of America Private Wealth Management June 2005 - August 2013
Bank of America January 2004 - June 2005
Skills
Banking, Wealth Management, Asset Allocation, Investments, Asset Management, Estate Planning, Strategic Financial..., Portfolio Management, Retirement Planning, Mutual Funds, Wealth Management..., Investment Management, Investment Advisory
Education
San Diego State University-California State University 1995 — 1999
BS, Business Administration
Grossmont High School 1990 — 1994
Carey Leva's Wells Fargo Private Bank Experience September 2001 - June 2015
Job Wealth Advisor & Trust Officer at Broadway Bank
Industry Financial Services
Experience
Wells Fargo Private Bank September 2001 - June 2015
Bank of America 1997 - 2001
Graves Dougherty Hearon & Moody 1992 - 1997
Hearne, Knolle, Livingston & Holcomb 1990 - 1992
Skills
Wealth Management..., High Net Worth..., Estate Administration, Wealth Management, Estate Planning, Investment Strategies, Estate Law, Financial Services, Retirement Planning, Banking, Securities, Series 7, Trusts, Mutual Funds, Public Speaking, Wealth, Asset Protection, Management
Education
The University of Texas School of Law 1987 — 1990
Doctor of Jurisprudence, Law
The University of Texas at Austin 1976 — 1979
B.A., Government
Paschal High School
Wells Fargo Private Bank September 2001 - June 2015
Bank of America 1997 - 2001
Graves Dougherty Hearon & Moody 1992 - 1997
Hearne, Knolle, Livingston & Holcomb 1990 - 1992
Skills
Wealth Management..., High Net Worth..., Estate Administration, Wealth Management, Estate Planning, Investment Strategies, Estate Law, Financial Services, Retirement Planning, Banking, Securities, Series 7, Trusts, Mutual Funds, Public Speaking, Wealth, Asset Protection, Management
Education
The University of Texas School of Law 1987 — 1990
Doctor of Jurisprudence, Law
The University of Texas at Austin 1976 — 1979
B.A., Government
Paschal High School
Samantha Pahlow, CTFA's Wells Fargo Private Bank Experience January 2013 - Present
Job VP & Fiduciary Advisory Specialist, Wells Fargo Wealth Management
Industry Financial Services
Experience
Wells Fargo Private Bank January 2013 - Present
Pittman & Brooks June 2011 - January 2013
Moss Adams LLP January 2007 - June 2011
Multnomah County April 2004 - November 2006
OSF International, Inc. May 2003 - March 2004
Skills
Tax, Accounting, CPA, Financial Statements, GAAP, Tax Preparation, Internal Controls, QuickBooks, Financial Reporting, Financial Services, Financial Accounting, Business, Auditing, Financial Analysis, Trust Taxation, Partnership Taxation, Personal Financial..., Estate Planning, Business Planning
Education
Portland State University - School of Business
BS, Business Administration - Accounting
Mount Hood Community College
Associate of Science (A.S.), Accounting
Wells Fargo Private Bank January 2013 - Present
Pittman & Brooks June 2011 - January 2013
Moss Adams LLP January 2007 - June 2011
Multnomah County April 2004 - November 2006
OSF International, Inc. May 2003 - March 2004
Skills
Tax, Accounting, CPA, Financial Statements, GAAP, Tax Preparation, Internal Controls, QuickBooks, Financial Reporting, Financial Services, Financial Accounting, Business, Auditing, Financial Analysis, Trust Taxation, Partnership Taxation, Personal Financial..., Estate Planning, Business Planning
Education
Portland State University - School of Business
BS, Business Administration - Accounting
Mount Hood Community College
Associate of Science (A.S.), Accounting
Lisa Quartarone Lisa Quartarone's Wells Fargo Private Bank Experience 2010 - 2012
Job Vice President at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2014 - Present
Charles Schwab April 2012 - April 2014
Wells Fargo Private Bank 2010 - 2012
US Bank Private Client Reserve 2009 - 2011
Fidelity Investments March 1998 - June 2008
Skills
Wealth Management, Wealth Management..., Wealth, Strategic Financial..., Finance, High Net Worth..., Relationship Management, Series 7, Financial Planners, Retirement
Education
St. Cloud State University 1990 — 1995
BA, Political Science
Charles Schwab July 2014 - Present
Charles Schwab April 2012 - April 2014
Wells Fargo Private Bank 2010 - 2012
US Bank Private Client Reserve 2009 - 2011
Fidelity Investments March 1998 - June 2008
Skills
Wealth Management, Wealth Management..., Wealth, Strategic Financial..., Finance, High Net Worth..., Relationship Management, Series 7, Financial Planners, Retirement
Education
St. Cloud State University 1990 — 1995
BA, Political Science
Arthur Tashiro Arthur Tashiro's Wells Fargo Private Bank Experience October 2006 - July 2007
Job Volunteer at Asian Americans Advancing Justice Asian Law Caucus
Industry Financial Services
Experience
Asian Americans Advancing Justice - Asian Law Caucus October 2013 - Present
Bird & Beckett May 2013 - Present
Private client June 2012 - June 2012
Private client April 2012 - May 2012
Private client April 2012 - April 2012
Yoga Journal November 2011 - January 2012
Hutchinson Capital Management June 2008 - July 2008
Wells Fargo Private Bank October 2006 - July 2007
Hutchinson Capital Management February 2003 - November 2005
Hutchinson Capital Management April 1999 - November 2005
Skills
Legal Research, Copyediting, General Ledger, SEC, Microsoft Excel, Research, Securities, Westlaw, Microsoft Word, Editing, Legal Writing, Microsoft Office, Outlook, Public Speaking, Licensing, Due Diligence, Management, PowerPoint, Non-profits
Education
Institute for Paralegal Education
MCLE 6.00 hours
San Francisco State University 2009 — 2011
Paralegal Certificate, Paralegal Studies
The Media Alliance 2010 — 2010
Reporting, copyediting, proofreading
University of North Carolina at Chapel Hill 1967 — 1971
Bachelor's degree, Radio Television Motion Pictures
Asian Americans Advancing Justice - Asian Law Caucus October 2013 - Present
Bird & Beckett May 2013 - Present
Private client June 2012 - June 2012
Private client April 2012 - May 2012
Private client April 2012 - April 2012
Yoga Journal November 2011 - January 2012
Hutchinson Capital Management June 2008 - July 2008
Wells Fargo Private Bank October 2006 - July 2007
Hutchinson Capital Management February 2003 - November 2005
Hutchinson Capital Management April 1999 - November 2005
Skills
Legal Research, Copyediting, General Ledger, SEC, Microsoft Excel, Research, Securities, Westlaw, Microsoft Word, Editing, Legal Writing, Microsoft Office, Outlook, Public Speaking, Licensing, Due Diligence, Management, PowerPoint, Non-profits
Education
Institute for Paralegal Education
MCLE 6.00 hours
San Francisco State University 2009 — 2011
Paralegal Certificate, Paralegal Studies
The Media Alliance 2010 — 2010
Reporting, copyediting, proofreading
University of North Carolina at Chapel Hill 1967 — 1971
Bachelor's degree, Radio Television Motion Pictures
Hans Schreiber Hans Schreiber's Wells Fargo Private Bank Experience July 2000 - November 2011
Job Senior Vice President at BB&T
Industry Financial Services
Experience
BB&T September 2012 - Present
Fifth Third Bank November 2011 - August 2012
Wells Fargo Private Bank July 2000 - November 2011
Vanguard June 1997 - July 2000
Education
Queens University of Charlotte
University of North Carolina at Charlotte
BB&T September 2012 - Present
Fifth Third Bank November 2011 - August 2012
Wells Fargo Private Bank July 2000 - November 2011
Vanguard June 1997 - July 2000
Education
Queens University of Charlotte
University of North Carolina at Charlotte
John Shine John Shine's Wells Fargo Private Bank Experience March 2008 - January 2010
Job Sales & Business Development Executive A skilled leader adept at building successful relationships, teams & processes.
Industry Executive Office
Experience
TruAcuity February 2012 - Present
AXA Advisors February 2011 - February 2012
Wells Fargo Advisors January 2010 - February 2011
Wells Fargo Private Bank March 2008 - January 2010
Wachovia Bank November 2002 - September 2008
First Union/Wachovia March 1997 - November 2002
Skills
Business Development, Management, Finance, Financial Analysis, Leadership, Portfolio Management, Business Strategy, Strategic Financial..., Investments, Strategy, Strategic Planning, Contract Negotiation, Financial Planning, Team Building, Start-ups, CRM
Education
Shippensburg University of Pennsylvania
Bachelor of Arts (BA), History & Literary English
TruAcuity February 2012 - Present
AXA Advisors February 2011 - February 2012
Wells Fargo Advisors January 2010 - February 2011
Wells Fargo Private Bank March 2008 - January 2010
Wachovia Bank November 2002 - September 2008
First Union/Wachovia March 1997 - November 2002
Skills
Business Development, Management, Finance, Financial Analysis, Leadership, Portfolio Management, Business Strategy, Strategic Financial..., Investments, Strategy, Strategic Planning, Contract Negotiation, Financial Planning, Team Building, Start-ups, CRM
Education
Shippensburg University of Pennsylvania
Bachelor of Arts (BA), History & Literary English
August Kristoferson August Kristoferson's Wells Fargo Private Bank Experience October 2012 - April 2015
Job Associate Portfolio Manager at Parametric
Industry Investment Management
Experience
Parametric April 2015 - Present
Wells Fargo Private Bank October 2012 - April 2015
Seattle University September 2011 - June 2012
Cornerstone Advisors, Inc. February 2011 - August 2011
Belle Epicurean November 2006 - September 2010
Education
Seattle University 2010 — 2012
MS, Finance
University of Washington 2002 — 2006
BA, Community, Environment and Planning
Parametric April 2015 - Present
Wells Fargo Private Bank October 2012 - April 2015
Seattle University September 2011 - June 2012
Cornerstone Advisors, Inc. February 2011 - August 2011
Belle Epicurean November 2006 - September 2010
Education
Seattle University 2010 — 2012
MS, Finance
University of Washington 2002 — 2006
BA, Community, Environment and Planning
Jason Edelson's Wells Fargo Private Bank Experience November 2002 - April 2014
Job Executive Director, Partner at HighTower
Industry Financial Services
Experience
HighTower - Kelly Wealth Management April 2014 - Present
Wells Fargo Private Bank November 2002 - April 2014
Skills
CRM, Insurance, Management, Credit, Estate Planning, Tax, Wealth Management, Strategic Financial..., Loans, Retirement, Finance, Commercial Banking, Investment Management, Series 7, Risk Management, Investments, Portfolio Management, Banking, Commercial Lending, Mortgage Lending, Small Business Lending, Credit Analysis, Financial Planning
Education
Towson University 1995 — 1999
HighTower - Kelly Wealth Management April 2014 - Present
Wells Fargo Private Bank November 2002 - April 2014
Skills
CRM, Insurance, Management, Credit, Estate Planning, Tax, Wealth Management, Strategic Financial..., Loans, Retirement, Finance, Commercial Banking, Investment Management, Series 7, Risk Management, Investments, Portfolio Management, Banking, Commercial Lending, Mortgage Lending, Small Business Lending, Credit Analysis, Financial Planning
Education
Towson University 1995 — 1999
Jayne Grimes Jayne Grimes's Wells Fargo Private Bank Experience April 2012 - Present
Job Vice President, Philanthropic Specialist for Texas
Industry Financial Services
Experience
Wells Fargo Private Bank April 2012 - Present
Dallas Symphony Orchestra April 2011 - April 2012
Baylor Health Care System November 2008 - April 2011
Carter Financial Management August 2007 - November 2008
Children's Medical Center 2000 - 2007
Skills
Fundraising, Philanthropy, Planned Giving, Board Development, Non-profits, Strategic Planning, Charitable Gift Planning, Charities, Staff Development, Wealth, Team Building, Endowments, Stewardship, Leadership, Estate Planning, Investment Management, Budgets, Event Management, Charitable Trusts, Social Media, Nonprofits, Annual Giving, Marketing Communications, Public Speaking, Event Planning, Grant Writing, Community Development, Volunteer Management, Non-profit..., Community Outreach, Prospect Research, Proposal Writing, Program Development, Non-profit Board..., Leadership Development, Grants
Education
Texas Tech University 1978 — 1982
BS, Landscape Architecture
Sherman High School
Wells Fargo Private Bank April 2012 - Present
Dallas Symphony Orchestra April 2011 - April 2012
Baylor Health Care System November 2008 - April 2011
Carter Financial Management August 2007 - November 2008
Children's Medical Center 2000 - 2007
Skills
Fundraising, Philanthropy, Planned Giving, Board Development, Non-profits, Strategic Planning, Charitable Gift Planning, Charities, Staff Development, Wealth, Team Building, Endowments, Stewardship, Leadership, Estate Planning, Investment Management, Budgets, Event Management, Charitable Trusts, Social Media, Nonprofits, Annual Giving, Marketing Communications, Public Speaking, Event Planning, Grant Writing, Community Development, Volunteer Management, Non-profit..., Community Outreach, Prospect Research, Proposal Writing, Program Development, Non-profit Board..., Leadership Development, Grants
Education
Texas Tech University 1978 — 1982
BS, Landscape Architecture
Sherman High School
Anthony Tanner, CFA Anthony Tanner, CFA's Wells Fargo Private Bank Experience December 2010 - July 2014
Job Investment, Wealth Management Executive, Fixed Income Manager,Strategist
Industry Investment Management
Experience
BMO Private Bank July 2014 - July 2015
Wells Fargo Private Bank December 2010 - July 2014
Ironwood Investment Counsel, LLC September 2009 - November 2010
Tanner Capital Management, LLC December 2006 - September 2009
OppenheimerFunds 1991 - 2003
Skills
Wealth Management, Fixed Income Strategies, Fixed Income Portfolio..., Mutual Fund Portfolio..., Financial Advisory, Client Communications, Credit Research, Asset Allocation, High Yield Bonds, Interest Rate Risk..., Wealth Strategies, High Net Worth...
Education
University of Rochester - William E. Simon Graduate School of Business Administration (CH)
Master of Business Administration (MBA), Finance and Marketing
Saint Louis University
Bachelor of Science (BS), Finance
BMO Private Bank July 2014 - July 2015
Wells Fargo Private Bank December 2010 - July 2014
Ironwood Investment Counsel, LLC September 2009 - November 2010
Tanner Capital Management, LLC December 2006 - September 2009
OppenheimerFunds 1991 - 2003
Skills
Wealth Management, Fixed Income Strategies, Fixed Income Portfolio..., Mutual Fund Portfolio..., Financial Advisory, Client Communications, Credit Research, Asset Allocation, High Yield Bonds, Interest Rate Risk..., Wealth Strategies, High Net Worth...
Education
University of Rochester - William E. Simon Graduate School of Business Administration (CH)
Master of Business Administration (MBA), Finance and Marketing
Saint Louis University
Bachelor of Science (BS), Finance
Robyn Martinez, CWS Robyn Martinez, CWS's Wells Fargo Private Bank Experience July 2010 - March 2012
Job Senior Private Client Advisor at Bank of the West
Industry Banking
Experience
Bank of the West February 2012 - Present
Wells Fargo Private Bank July 2010 - March 2012
JPMorgan Private Wealth Management January 2000 - July 2010
Zions Bancorporation April 1995 - December 2000
Salt Lake Community College January 1998 - January 1999
PAYCHEX, INC January 1993 - January 1995
Skills
Relationship Management, Wealth Management, Financial Services, Banking, Leadership, Training, Investments, Financial Analysis, Credit, Portfolio Management, Management, Adult Education, Group Facillitation..., Adult Learning, Finance
Education
Salt Lake Community College
Finance & Business Administration
Bank of the West February 2012 - Present
Wells Fargo Private Bank July 2010 - March 2012
JPMorgan Private Wealth Management January 2000 - July 2010
Zions Bancorporation April 1995 - December 2000
Salt Lake Community College January 1998 - January 1999
PAYCHEX, INC January 1993 - January 1995
Skills
Relationship Management, Wealth Management, Financial Services, Banking, Leadership, Training, Investments, Financial Analysis, Credit, Portfolio Management, Management, Adult Education, Group Facillitation..., Adult Learning, Finance
Education
Salt Lake Community College
Finance & Business Administration
Orville Kronk Orville Kronk's Wells Fargo Private Bank Experience June 2013 - September 2014
Job Versatile Financial Services Problem Solver
Industry Financial Services
Experience
Vanderbilt-Ingram Cancer Center 2005 - Present
Wells Fargo Private Bank June 2013 - September 2014
The Private Client Reserve of US Bank August 2008 - May 2013
Bank of America 2001 - 2006
Bank of America 1987 - 2006
Skills
Wealth Management, Investments, Banking, Financial Services, Finance, Wealth, Wealth Management..., Asset Management, Strategic Financial..., Retirement Planning, Financial Analysis, Financial Advisory, Fixed-income Strategies, Risk Management, Strategic Planning, Multi-generational..., Relationship Management, Asset Allocation, Securities, Loans, Financial Planning, Mortgage Lending
Education
Southern Methodist University - Cox School of Business 1984 — 1986
MBA, Finance, Marketing, 3.50
Vanderbilt University 1976 — 1980
BS, Economics, 3.80
Vanderbilt-Ingram Cancer Center 2005 - Present
Wells Fargo Private Bank June 2013 - September 2014
The Private Client Reserve of US Bank August 2008 - May 2013
Bank of America 2001 - 2006
Bank of America 1987 - 2006
Skills
Wealth Management, Investments, Banking, Financial Services, Finance, Wealth, Wealth Management..., Asset Management, Strategic Financial..., Retirement Planning, Financial Analysis, Financial Advisory, Fixed-income Strategies, Risk Management, Strategic Planning, Multi-generational..., Relationship Management, Asset Allocation, Securities, Loans, Financial Planning, Mortgage Lending
Education
Southern Methodist University - Cox School of Business 1984 — 1986
MBA, Finance, Marketing, 3.50
Vanderbilt University 1976 — 1980
BS, Economics, 3.80
Charles Kerrigan Charles Kerrigan's Wells Fargo Private Bank Experience November 2008 - November 2010
Job Financial Services
Industry Financial Services
Experience
First Cornerstone Bank April 2013 - Present
Legacy Advisors November 2010 - April 2013
Wells Fargo Private Bank November 2008 - November 2010
Allied Irish Banks 1996 - 2004
Archdiocese of Philadelphia 1992 - 1996
Jefferson Bank 1984 - 1992
Skills
Strategic Financial..., Financial Services, Wealth Management, Investments, Credit, Insurance, Asset Managment, Asset Management, Management, Loans, Investment Management, Portfolio Management, Small Business, Financial Advisory, Finance, Financial Analysis, Financial Planning, Strategic Planning
Education
Temple University - Fox School of Business and Management 1975 — 1977
MBA, Finance
First Cornerstone Bank April 2013 - Present
Legacy Advisors November 2010 - April 2013
Wells Fargo Private Bank November 2008 - November 2010
Allied Irish Banks 1996 - 2004
Archdiocese of Philadelphia 1992 - 1996
Jefferson Bank 1984 - 1992
Skills
Strategic Financial..., Financial Services, Wealth Management, Investments, Credit, Insurance, Asset Managment, Asset Management, Management, Loans, Investment Management, Portfolio Management, Small Business, Financial Advisory, Finance, Financial Analysis, Financial Planning, Strategic Planning
Education
Temple University - Fox School of Business and Management 1975 — 1977
MBA, Finance
William Welsh William Welsh's Wells Fargo Private Bank Experience August 2007 - July 2010
Job Managing Director at Deutsche Bank Asset and Wealth Management
Industry Financial Services
Experience
Deutsche Bank Asset and Wealth Management September 2013 - August 2014
Robert W. Baird & Co. July 2010 - September 2013
Wells Fargo Private Bank August 2007 - July 2010
Bear Stearns January 2005 - September 2006
Lehman Brothers December 1985 - January 2005
Skills
Wealth Management, Series 7, Investment Banking, Financial Advisory, Equities, Equity Research, Trading, Alternative Investments, Capital Markets, Asset Allocation, Asset Management, Fixed Income, Investment Advisory, Hedge Funds, Wealth Management..., Securities, Series 63, Mutual Funds, Investments, Portfolio Management
Education
Saint Louis University 1978 — 1982
BA, Psychology
St. Paul's School 1974 — 1978
High School Diploma
School of the Holy Child-Old Westbury 1968 — 1973
Deutsche Bank Asset and Wealth Management September 2013 - August 2014
Robert W. Baird & Co. July 2010 - September 2013
Wells Fargo Private Bank August 2007 - July 2010
Bear Stearns January 2005 - September 2006
Lehman Brothers December 1985 - January 2005
Skills
Wealth Management, Series 7, Investment Banking, Financial Advisory, Equities, Equity Research, Trading, Alternative Investments, Capital Markets, Asset Allocation, Asset Management, Fixed Income, Investment Advisory, Hedge Funds, Wealth Management..., Securities, Series 63, Mutual Funds, Investments, Portfolio Management
Education
Saint Louis University 1978 — 1982
BA, Psychology
St. Paul's School 1974 — 1978
High School Diploma
School of the Holy Child-Old Westbury 1968 — 1973
Taylor Custis's Wells Fargo Private Bank Experience March 2007 - June 2012
Job Sr. Wealth Strategist at Abbot Downing, a Wells Fargo Company
Industry Financial Services
Experience
Abbot Downing, a Wells Fargo Company June 2012 - Present
Wells Fargo Private Bank March 2007 - June 2012
Cleary Gottlieb Steen & Hamilton LLP June 1999 - March 2007
Skills
Estate Planning, Wealth, Wealth Management, High Net Worth..., Retirement Planning
Education
New York University School of Law 2000 — 2004
Master of Laws (LL.M.), Taxation
Tulane Law School 1995 — 1998
Doctor of Law (J.D.), Law
University of Richmond 1989 — 1993
Bachelor of Science (BS), Business Administration
Abbot Downing, a Wells Fargo Company June 2012 - Present
Wells Fargo Private Bank March 2007 - June 2012
Cleary Gottlieb Steen & Hamilton LLP June 1999 - March 2007
Skills
Estate Planning, Wealth, Wealth Management, High Net Worth..., Retirement Planning
Education
New York University School of Law 2000 — 2004
Master of Laws (LL.M.), Taxation
Tulane Law School 1995 — 1998
Doctor of Law (J.D.), Law
University of Richmond 1989 — 1993
Bachelor of Science (BS), Business Administration
Patrick Dominick, CTFA's Wells Fargo Private Bank Experience August 2015 - Present
Job Senior Vice President, Wealth Advisor at Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo Private Bank August 2015 - Present
The Northern Trust Corporation January 2014 - August 2015
The Northern Trust Company May 2006 - December 2013
LaSalle Bank, Wealth Management Group September 2004 - May 2006
BMO Private Bank August 1999 - September 2004
Skills
Wealth Management, Investment Management, Strategic Financial..., Private Banking, Philanthropy, Multi-generational..., Trust and Estate..., Family Office Services, Foundations, Endowments, Defined Benefit, Family Office, Asset Allocation, Asset Management, Wealth, Financial Planning, Investments, Financial Advisory, Financial Services, Mutual Funds, Options, High Net Worth..., Trust Services, Trusts, Investment Advisory, Portfolio Management, Credit, Financial Planners, Risk Management
Education
Northern Illinois University - College of Business 1989 — 1993
Bachelor of Science (B.S.), Marketing
Benet Academy 1985 — 1989
Wells Fargo Private Bank August 2015 - Present
The Northern Trust Corporation January 2014 - August 2015
The Northern Trust Company May 2006 - December 2013
LaSalle Bank, Wealth Management Group September 2004 - May 2006
BMO Private Bank August 1999 - September 2004
Skills
Wealth Management, Investment Management, Strategic Financial..., Private Banking, Philanthropy, Multi-generational..., Trust and Estate..., Family Office Services, Foundations, Endowments, Defined Benefit, Family Office, Asset Allocation, Asset Management, Wealth, Financial Planning, Investments, Financial Advisory, Financial Services, Mutual Funds, Options, High Net Worth..., Trust Services, Trusts, Investment Advisory, Portfolio Management, Credit, Financial Planners, Risk Management
Education
Northern Illinois University - College of Business 1989 — 1993
Bachelor of Science (B.S.), Marketing
Benet Academy 1985 — 1989
Nicole Adler, JD, CFP ® Nicole Adler, JD, CFP ®'s Wells Fargo Private Bank Experience October 2010 - Present
Job Wealth Planning Strategist at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank October 2010 - Present
RegentAtlantic Capital, LLC January 2010 - October 2010
Wachovia Wealth Management May 2008 - February 2010
Geller & Co. June 2007 - October 2007
The MDE Group, Inc October 2000 - June 2007
Education
Rutgers University School of Law - Newark 2005 — 2009
JD, Law
Bucknell University 1995 — 1999
BA, Economics
The Mercersburg Academy
College Prep
Wells Fargo Private Bank October 2010 - Present
RegentAtlantic Capital, LLC January 2010 - October 2010
Wachovia Wealth Management May 2008 - February 2010
Geller & Co. June 2007 - October 2007
The MDE Group, Inc October 2000 - June 2007
Education
Rutgers University School of Law - Newark 2005 — 2009
JD, Law
Bucknell University 1995 — 1999
BA, Economics
The Mercersburg Academy
College Prep
James Senior James Senior's Wells Fargo Private Bank Experience January 2010 - April 2012
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2012 - Present
Wells Fargo Private Bank January 2010 - April 2012
BNY Mellon January 2007 - January 2010
Skills
Financial Services, Retirement Planning, Saving for Education, Investments, Insurance
Education
Philadelphia University 1987 — 1992
Master of Business Administration (MBA), Finance and Financial Management Services
Ohio University 1981 — 1985
Bachelor of Science (BS), Business/Commerce, General
Edward Jones April 2012 - Present
Wells Fargo Private Bank January 2010 - April 2012
BNY Mellon January 2007 - January 2010
Skills
Financial Services, Retirement Planning, Saving for Education, Investments, Insurance
Education
Philadelphia University 1987 — 1992
Master of Business Administration (MBA), Finance and Financial Management Services
Ohio University 1981 — 1985
Bachelor of Science (BS), Business/Commerce, General
William Bryan Blair, CFP® William Bryan Blair, CFP®'s Wells Fargo Private Bank Experience June 2013 - March 2015
Job Client Management Specialist at CAPTRUST
Industry Financial Services
Experience
CAPTRUST April 2015 - Present
Wells Fargo Private Bank June 2013 - March 2015
Wells Fargo - Wealth, Brokerage and Retirement Division September 2011 - June 2013
Wells Fargo Advisors, LLC August 2010 - September 2011
Education
North Carolina State University 2006 — 2010
Bachelor's degree, Business Administration, 3.67
North Carolina State University 2006 — 2010
Bachelor's degree, Accounting, 3.67
CAPTRUST April 2015 - Present
Wells Fargo Private Bank June 2013 - March 2015
Wells Fargo - Wealth, Brokerage and Retirement Division September 2011 - June 2013
Wells Fargo Advisors, LLC August 2010 - September 2011
Education
North Carolina State University 2006 — 2010
Bachelor's degree, Business Administration, 3.67
North Carolina State University 2006 — 2010
Bachelor's degree, Accounting, 3.67
Caryn Rahill, Certified Financial Planner Caryn Rahill, Certified Financial Planner's Wells Fargo Private Bank Experience September 2005 - May 2013
Job Private Client Advisor at U.S. Trust
Industry Financial Services
Experience
U.S. Trust May 2013 - Present
Wells Fargo Private Bank September 2005 - May 2013
Sovereign Bank January 2001 - October 2005
Nat West 1993 - 1995
Skills
Loans, Credit, Series 7, Banking, Investments, High Net Worth..., Financial Services, Small Business Lending, Commercial Lending, Consumer Lending, Commercial Banking, Private Banking, Financial Analysis, Leadership, Cash Management, Financial Advisory, Finance, Portfolio Management
Education
Fairleigh Dickinson 2003 — 2005
CFP, Certified Financial Planner
Salisbury State University 1992 — 1996
Bachelor of Science, Business Administration- Marketing
U.S. Trust May 2013 - Present
Wells Fargo Private Bank September 2005 - May 2013
Sovereign Bank January 2001 - October 2005
Nat West 1993 - 1995
Skills
Loans, Credit, Series 7, Banking, Investments, High Net Worth..., Financial Services, Small Business Lending, Commercial Lending, Consumer Lending, Commercial Banking, Private Banking, Financial Analysis, Leadership, Cash Management, Financial Advisory, Finance, Portfolio Management
Education
Fairleigh Dickinson 2003 — 2005
CFP, Certified Financial Planner
Salisbury State University 1992 — 1996
Bachelor of Science, Business Administration- Marketing
Ryan Taylor, CFA Ryan Taylor, CFA's Wells Fargo Private Bank Experience February 2013 - Present
Job Wealth Advisor with Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo Private Bank February 2013 - Present
J.P. Morgan May 2010 - February 2013
Amegy Bank June 2002 - May 2010
Skills
Private Wealth..., Business Advisory and..., Portfolio Management, Asset Allocation, Wealth, Wealth Management, Equities, Fixed Income, Series 7, Investments, Alternative Investments, Asset Management, Investment Advisory
Education
Texas A&M University 1997 — 2000
Bachelor of Business Administration (B.B.A.), Finance, General
University of Wyoming 1996 — 1997
SHS
Wells Fargo Private Bank February 2013 - Present
J.P. Morgan May 2010 - February 2013
Amegy Bank June 2002 - May 2010
Skills
Private Wealth..., Business Advisory and..., Portfolio Management, Asset Allocation, Wealth, Wealth Management, Equities, Fixed Income, Series 7, Investments, Alternative Investments, Asset Management, Investment Advisory
Education
Texas A&M University 1997 — 2000
Bachelor of Business Administration (B.B.A.), Finance, General
University of Wyoming 1996 — 1997
SHS
David A. Tawil David A. Tawil's Wells Fargo Private Bank Experience May 2010 - Present
Job Vice President, Regional Investment Manager at Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo Private Bank May 2010 - Present
Wells Fargo Private Bank February 2006 - May 2010
Wells Fargo Bank December 2004 - January 2006
Wells Fargo Bank January 2004 - December 2004
Wells Fargo Bank May 2002 - January 2004
Wells Fargo Bank May 2000 - May 2002
Frost Bank June 1998 - August 1998
Groos Bank, N.A. June 1995 - May 1996
Education
Texas State University-San Marcos
Bachelor of Business Administration, Finance
Wells Fargo Private Bank May 2010 - Present
Wells Fargo Private Bank February 2006 - May 2010
Wells Fargo Bank December 2004 - January 2006
Wells Fargo Bank January 2004 - December 2004
Wells Fargo Bank May 2002 - January 2004
Wells Fargo Bank May 2000 - May 2002
Frost Bank June 1998 - August 1998
Groos Bank, N.A. June 1995 - May 1996
Education
Texas State University-San Marcos
Bachelor of Business Administration, Finance
Stephen Gelina Stephen Gelina's Wells Fargo Private Bank Experience January 2007 - April 2010
Job Regional Planning Consultant at Fidelity Investments
Industry Financial Services
Experience
Union Bank June 2012 - May 2013
Wells Fargo Advisors April 2010 - February 2012
Wells Fargo Private Bank January 2007 - April 2010
Wells Fargo Investments November 2004 - January 2007
John Hancock Life Insurance Company (U.S.A.) January 2003 - September 2004
SPEC English Institute June 2001 - December 2002
Education
San Diego State University 2011 — 2013
Master's degree, Accounting and Finance
The University of New Mexico 1997 — 2001
BBA, International Management
Union Bank June 2012 - May 2013
Wells Fargo Advisors April 2010 - February 2012
Wells Fargo Private Bank January 2007 - April 2010
Wells Fargo Investments November 2004 - January 2007
John Hancock Life Insurance Company (U.S.A.) January 2003 - September 2004
SPEC English Institute June 2001 - December 2002
Education
San Diego State University 2011 — 2013
Master's degree, Accounting and Finance
The University of New Mexico 1997 — 2001
BBA, International Management
Gordon K. Anthony, CFP®'s Wells Fargo Private Bank Experience January 2009 - Present
Job Senior Private Banker / Senior Vice President
Industry Financial Services
Experience
Wells Fargo Private Bank January 2009 - Present
Wachovia Wealth Management September 2001 - January 2009
First Union May 1996 - August 2001
Skills
Certified Financial..., Wealth Management..., Consumer Lending, Commercial Lending, Estate Planning, Asset Allocation, Investment Advisory, Series 7 License, Life Insurance License, Investments, Mortgage Lending, Uniform Combined State..., Private Banking, Series 7, Retirement Planning, Series 63, High Net Worth..., Life Insurance, Investment Strategies, Wealth, Securities, Portfolio Management, Finance
Education
Palm Beach Atlantic University
Bachelor of Science
Wells Fargo Private Bank January 2009 - Present
Wachovia Wealth Management September 2001 - January 2009
First Union May 1996 - August 2001
Skills
Certified Financial..., Wealth Management..., Consumer Lending, Commercial Lending, Estate Planning, Asset Allocation, Investment Advisory, Series 7 License, Life Insurance License, Investments, Mortgage Lending, Uniform Combined State..., Private Banking, Series 7, Retirement Planning, Series 63, High Net Worth..., Life Insurance, Investment Strategies, Wealth, Securities, Portfolio Management, Finance
Education
Palm Beach Atlantic University
Bachelor of Science
Denise Lettau Denise Lettau's Wells Fargo Private Bank Experience May 2013 - Present
Job VP, Senior Trust & Fiduciary Specialist at Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo Private Bank May 2013 - Present
SunTrust Bank March 2006 - April 2013
Lettau & Associates, P.A./Blue Ribbon Real Estate, Inc July 2005 - February 2006
American Credit Counselors, Inc January 2004 - June 2005
Lerner & Greenberg, P.A March 2001 - January 2004
Humboldt University of Berlin January 1997 - January 1998
Tishman Speyer Properties of Berlin, L.P January 1992 - January 1994
University of Kiel, Institute of International Law January 1988 - January 1992
Skills
Wealth Management..., High Net Worth..., Banking, Estate Planning, Risk Management, Legal Compliance, Legal Translation, Legal Issues, Editing, Higher Education, Training, Trust Services
Education
University of Puget Sound, School of Law (now Seattle University School of Law) 1984 — 1987
Doctor of Law (J.D.), Law
Pacific Lutheran University 1979 — 1982
B.A, Political Science
Wells Fargo Private Bank May 2013 - Present
SunTrust Bank March 2006 - April 2013
Lettau & Associates, P.A./Blue Ribbon Real Estate, Inc July 2005 - February 2006
American Credit Counselors, Inc January 2004 - June 2005
Lerner & Greenberg, P.A March 2001 - January 2004
Humboldt University of Berlin January 1997 - January 1998
Tishman Speyer Properties of Berlin, L.P January 1992 - January 1994
University of Kiel, Institute of International Law January 1988 - January 1992
Skills
Wealth Management..., High Net Worth..., Banking, Estate Planning, Risk Management, Legal Compliance, Legal Translation, Legal Issues, Editing, Higher Education, Training, Trust Services
Education
University of Puget Sound, School of Law (now Seattle University School of Law) 1984 — 1987
Doctor of Law (J.D.), Law
Pacific Lutheran University 1979 — 1982
B.A, Political Science
Gene Harrison, CFA, CAIA Gene Harrison, CFA, CAIA's Wells Fargo Private Bank Experience September 2010 - Present
Job Regional Manager Investment and Fiduciary Services at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2015 - Present
Wells Fargo Private Bank September 2010 - Present
D.A. Davidson & Co. March 2006 - September 2010
Kanaly Trust Company 2004 - 2006
Wells Fargo Private Asset Management 2000 - 2004
JP Morgan Chase Private Bank 1990 - 2000
Deloitte & Touche 1989 - 1990
Transamerica Funds 1987 - 1989
Skills
Alternative Investments, Asset Management, Portfolio Management, Investments, Securities, Investment Strategies, Mutual Funds, Wealth, Wealth Management, Equities, Asset Allocation, Portfolios, Financial Planning, Retirement Planning, Hedge Funds, Options, Strategic Financial..., Investment Management, Fixed Income, Wealth Management..., Bonds, Series 7
Education
Stephen F. Austin State University 1980 — 1986
BBA, Finance
Wells Fargo September 2015 - Present
Wells Fargo Private Bank September 2010 - Present
D.A. Davidson & Co. March 2006 - September 2010
Kanaly Trust Company 2004 - 2006
Wells Fargo Private Asset Management 2000 - 2004
JP Morgan Chase Private Bank 1990 - 2000
Deloitte & Touche 1989 - 1990
Transamerica Funds 1987 - 1989
Skills
Alternative Investments, Asset Management, Portfolio Management, Investments, Securities, Investment Strategies, Mutual Funds, Wealth, Wealth Management, Equities, Asset Allocation, Portfolios, Financial Planning, Retirement Planning, Hedge Funds, Options, Strategic Financial..., Investment Management, Fixed Income, Wealth Management..., Bonds, Series 7
Education
Stephen F. Austin State University 1980 — 1986
BBA, Finance
Rick Simonetti Rick Simonetti's Wells Fargo Private Bank Experience June 2012 - Present
Job Regional Director at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank June 2012 - Present
Wells Fargo July 1999 - June 2012
Deloitte June 1988 - July 1999
Skills
Philanthropy, Banking, Wealth Management, Estate Planning, Risk Management, Strategic Financial..., Retirement Planning, Financial Planners, Succession Planning, Leadership Development, Relationship Management, Change Management, Mergers, Team Building, High Net Worth..., Investment Advisory, Series 7, Tax, Wealth, Wealth Management..., Mergers & Acquisitions, Business Planning, Financial Advisory, Investments, Loans, Portfolio Management, Asset Management, Financial Services, Alternative Investments, Insurance Planning, Financial Planning
Education
The Ohio State University 1983 — 1988
BS, Accounting
The Ohio State University - The Max M. Fisher College of Business 1983 — 1988
Bachelor of Science (B.S.), Accounting
Wells Fargo Private Bank June 2012 - Present
Wells Fargo July 1999 - June 2012
Deloitte June 1988 - July 1999
Skills
Philanthropy, Banking, Wealth Management, Estate Planning, Risk Management, Strategic Financial..., Retirement Planning, Financial Planners, Succession Planning, Leadership Development, Relationship Management, Change Management, Mergers, Team Building, High Net Worth..., Investment Advisory, Series 7, Tax, Wealth, Wealth Management..., Mergers & Acquisitions, Business Planning, Financial Advisory, Investments, Loans, Portfolio Management, Asset Management, Financial Services, Alternative Investments, Insurance Planning, Financial Planning
Education
The Ohio State University 1983 — 1988
BS, Accounting
The Ohio State University - The Max M. Fisher College of Business 1983 — 1988
Bachelor of Science (B.S.), Accounting
Lorraine Crawford, CTFA; ADPA Lorraine Crawford, CTFA; ADPA's Wells Fargo Private Bank Experience May 2003 - July 2015
Job Senior Vice President/Private Client Advisor at City National Bank
Industry Financial Services
Experience
City National Bank July 2015 - Present
Wells Fargo Private Bank May 2003 - July 2015
City National Bank November 1988 - March 2003
Skills
Estate Planning, Wealth Management, Portfolio Management, Commercial Real Estate..., Commercial Mortgages, Wealth, Credit, Wealth Management..., Financial Advisory, Investment Management, Retirement Planning, Investment Advisory, Insurance, High Net Worth..., Asset Allocation, Finance
Education
San Diego State University-California State University 1984 — 1988
BA, Psychology/Sociology
City National Bank July 2015 - Present
Wells Fargo Private Bank May 2003 - July 2015
City National Bank November 1988 - March 2003
Skills
Estate Planning, Wealth Management, Portfolio Management, Commercial Real Estate..., Commercial Mortgages, Wealth, Credit, Wealth Management..., Financial Advisory, Investment Management, Retirement Planning, Investment Advisory, Insurance, High Net Worth..., Asset Allocation, Finance
Education
San Diego State University-California State University 1984 — 1988
BA, Psychology/Sociology
Sandra M Fuentes Sandra M Fuentes's Wells Fargo Private Bank Experience 1996 - 2011
Job Senior Portfolio Manager at BMO Private Bank
Industry Investment Management
Experience
BMO Private Bank March 2011 - Present
Wells Fargo Private Bank 1996 - 2011
Skills
Asset Allocation, Asset Management, Portfolio Management, Wealth Management, Investments, Investment Strategies, Investment Management, Investment Advisory, Alternative Investments, High Net Worth..., Wealth Management..., Mutual Funds, Series 7, Series 63, Fixed Income, Banking, Hedge Funds, Retirement Planning, Equities, Private Banking, Securities
Education
Pace University - Lubin School of Business 1987 — 1991
Finance
BMO Private Bank March 2011 - Present
Wells Fargo Private Bank 1996 - 2011
Skills
Asset Allocation, Asset Management, Portfolio Management, Wealth Management, Investments, Investment Strategies, Investment Management, Investment Advisory, Alternative Investments, High Net Worth..., Wealth Management..., Mutual Funds, Series 7, Series 63, Fixed Income, Banking, Hedge Funds, Retirement Planning, Equities, Private Banking, Securities
Education
Pace University - Lubin School of Business 1987 — 1991
Finance
Watts Bond Watts Bond's Wells Fargo Private Bank Experience June 2009 - January 2011
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 2011 - Present
Wells Fargo Private Bank June 2009 - January 2011
SunTrust Bank November 2005 - June 2009
SunTrust Bank November 2003 - November 2005
Silver Creek Outfitters 1999 - 1999
Education
Samford University 2001 — 2003
MBA
Samford University, Cumberland School of Law 2000 — 2003
Doctor of Law (J.D.)
University of Georgia - Terry College of Business 1994 — 1997
BBA, International Business
INTENSA 1996 — 1996
Spanish
Escuela de Idiomas 1995 — 1995
Spanish
Booker T. Washington High School 1990 — 1994
Wells Fargo Advisors January 2011 - Present
Wells Fargo Private Bank June 2009 - January 2011
SunTrust Bank November 2005 - June 2009
SunTrust Bank November 2003 - November 2005
Silver Creek Outfitters 1999 - 1999
Education
Samford University 2001 — 2003
MBA
Samford University, Cumberland School of Law 2000 — 2003
Doctor of Law (J.D.)
University of Georgia - Terry College of Business 1994 — 1997
BBA, International Business
INTENSA 1996 — 1996
Spanish
Escuela de Idiomas 1995 — 1995
Spanish
Booker T. Washington High School 1990 — 1994
Doug Mrstik Doug Mrstik's Wells Fargo Private Bank Experience September 2002 - Present
Job Wealth Advisor, Senior Vice President, Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo Private Bank September 2002 - Present
Marine Bank & Trust Co January 2001 - September 2002
Bank of America 1975 - 2000
Skills
Credit, Equities, Trust Services, Commercial Lending, Investment Advisory, Asset Allocation, Asset Management, Wealth Management, Portfolio Management, Series 7, Strategic Financial..., Private Banking, Investments, Loans, Wealth Management..., Banking, Commercial Banking, Credit Analysis, Retirement Planning, Risk Management, Financial Planning
Education
Thunderbird School of Global Management
Master's degree, International Management, with Honors
Virginia Commonwealth University
Bachelor's degree, Business Administration and Management, General
Wells Fargo Private Bank September 2002 - Present
Marine Bank & Trust Co January 2001 - September 2002
Bank of America 1975 - 2000
Skills
Credit, Equities, Trust Services, Commercial Lending, Investment Advisory, Asset Allocation, Asset Management, Wealth Management, Portfolio Management, Series 7, Strategic Financial..., Private Banking, Investments, Loans, Wealth Management..., Banking, Commercial Banking, Credit Analysis, Retirement Planning, Risk Management, Financial Planning
Education
Thunderbird School of Global Management
Master's degree, International Management, with Honors
Virginia Commonwealth University
Bachelor's degree, Business Administration and Management, General
Renee Caputi Renee Caputi's Wells Fargo Private Bank Experience January 2014 - Present
Job Wealth Advisor, Sr. VP, Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank January 2014 - Present
Wells Fargo Private Bank July 2010 - January 2014
EarlyShares.com Inc November 2011 - November 2011
HSBC Securities March 2006 - July 2010
HSBC Bank USA March 2006 - February 2008
H&V Financial Services, Inc. June 1988 - March 2006
Tower Square Securities 1988 - 2006
TIAA-CREF May 1999 - November 2000
Skills
Estate Planning, Tax, Wealth Management, Wealth, Financial Advisory, Banking, Strategic Financial..., Start-ups, Financial Planners, Series 7, High Net Worth..., Wealth Management..., Finance, Investments, Securities, Portfolio Management, Retirement Planning, Private Equity, Investment Advisory, Mutual Funds, Asset Management, Due Diligence, Equities, Alternative Investments, Investment Strategies, Financial Services, Hedge Funds, Mergers, Financial Analysis, Private Banking, Asset Allocation, Venture Capital, Financial Markets, Capital Markets, Consulting, Insurance, Retirement, Series 63, Executive Management, Trusts, Relationship Management, Investment Management, Funding, Entrepreneurship, FINRA
Education
Thomas Jefferson School of Law 2007 — 2009
LLM, International Taxation, Wealth Management & Private Banking
State University of New York at Buffalo - Law School 2001 — 2004
Juris Doctorate, Law
Queens University of Charlotte 1992 — 1994
MBA, Business
State University of New York College at Fredonia 1988 — 1991
BS, Business, Finance, Economics
Wells Fargo Private Bank January 2014 - Present
Wells Fargo Private Bank July 2010 - January 2014
EarlyShares.com Inc November 2011 - November 2011
HSBC Securities March 2006 - July 2010
HSBC Bank USA March 2006 - February 2008
H&V Financial Services, Inc. June 1988 - March 2006
Tower Square Securities 1988 - 2006
TIAA-CREF May 1999 - November 2000
Skills
Estate Planning, Tax, Wealth Management, Wealth, Financial Advisory, Banking, Strategic Financial..., Start-ups, Financial Planners, Series 7, High Net Worth..., Wealth Management..., Finance, Investments, Securities, Portfolio Management, Retirement Planning, Private Equity, Investment Advisory, Mutual Funds, Asset Management, Due Diligence, Equities, Alternative Investments, Investment Strategies, Financial Services, Hedge Funds, Mergers, Financial Analysis, Private Banking, Asset Allocation, Venture Capital, Financial Markets, Capital Markets, Consulting, Insurance, Retirement, Series 63, Executive Management, Trusts, Relationship Management, Investment Management, Funding, Entrepreneurship, FINRA
Education
Thomas Jefferson School of Law 2007 — 2009
LLM, International Taxation, Wealth Management & Private Banking
State University of New York at Buffalo - Law School 2001 — 2004
Juris Doctorate, Law
Queens University of Charlotte 1992 — 1994
MBA, Business
State University of New York College at Fredonia 1988 — 1991
BS, Business, Finance, Economics
Russ Newton Russ Newton's Wells Fargo Private Bank Experience July 2014 - Present
Job Senior Fiduciary Advisory Specialist at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank July 2014 - Present
Bank of Texas July 2013 - July 2014
Capital One Bank August 2009 - July 2013
Parker Financial Advisors June 2008 - July 2009
Stanford Trust Company October 2004 - May 2008
Skills
Wealth Management, Estate Planning, High Net Worth..., Personal Trust..., Compliance, Trust Operations, Trusts, Financial Advisory, Finance, Investment Management, Financial Analysis
Education
University of Houston Law Center 1988 — 1990
JD, Law
The University of Texas at Austin 1982 — 1984
MBA, Finance
The University of Texas at Austin 1979 — 1982
BBA, Finance
Wells Fargo Private Bank July 2014 - Present
Bank of Texas July 2013 - July 2014
Capital One Bank August 2009 - July 2013
Parker Financial Advisors June 2008 - July 2009
Stanford Trust Company October 2004 - May 2008
Skills
Wealth Management, Estate Planning, High Net Worth..., Personal Trust..., Compliance, Trust Operations, Trusts, Financial Advisory, Finance, Investment Management, Financial Analysis
Education
University of Houston Law Center 1988 — 1990
JD, Law
The University of Texas at Austin 1982 — 1984
MBA, Finance
The University of Texas at Austin 1979 — 1982
BBA, Finance
Ken Robinowitz Ken Robinowitz's Wells Fargo Private Bank Experience July 2001 - Present
Job Wealth Advisor / Senior Vice President at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank July 2001 - Present
Education
The University of Texas at Austin
Bachelor of Business Administration (BBA), Finance
Wells Fargo Private Bank July 2001 - Present
Education
The University of Texas at Austin
Bachelor of Business Administration (BBA), Finance
Christine Blanchard, CFA's Wells Fargo Private Bank Experience July 2013 - Present
Job Senior Investment Strategist at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank July 2013 - Present
Powers Capital Investments January 1998 - July 2013
Premier Investment Services June 1997 - December 1997
Centurion Counsel Investment Advisors September 1993 - May 1997
K.A Taylor and Associates June 1990 - January 1993
Skills
Alternative Investments, Asset Allocation, Investments, Asset Managment, Portfolio Management, Equities, Investment Management, Fixed Income, Wealth Management, Securities, Investment Strategies, Asset Management, Finance, Mutual Funds, Financial Advisory, Private Equity, High Net Worth...
Education
San Diego State University-California State University 1985 — 1990
Bachelor of Science, Financial Services with minor in economics
Wells Fargo Private Bank July 2013 - Present
Powers Capital Investments January 1998 - July 2013
Premier Investment Services June 1997 - December 1997
Centurion Counsel Investment Advisors September 1993 - May 1997
K.A Taylor and Associates June 1990 - January 1993
Skills
Alternative Investments, Asset Allocation, Investments, Asset Managment, Portfolio Management, Equities, Investment Management, Fixed Income, Wealth Management, Securities, Investment Strategies, Asset Management, Finance, Mutual Funds, Financial Advisory, Private Equity, High Net Worth...
Education
San Diego State University-California State University 1985 — 1990
Bachelor of Science, Financial Services with minor in economics
Carroll Swenson Carroll Swenson's Wells Fargo Private Bank Experience July 2009 - Present
Job SVP, Regional Managing Director at Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo Private Bank July 2009 - Present
Wachovia, A Wells Fargo Company January 1990 - October 2009
Merrill Lynch May 1983 - January 1990
Education
The George Washington University - School of Business 1992 — 1995
MBA, International Finance
Wake Forest University 1979 — 1983
B.S., Business
Wheaton High School
Wells Fargo Private Bank July 2009 - Present
Wachovia, A Wells Fargo Company January 1990 - October 2009
Merrill Lynch May 1983 - January 1990
Education
The George Washington University - School of Business 1992 — 1995
MBA, International Finance
Wake Forest University 1979 — 1983
B.S., Business
Wheaton High School
Chris Orkild, CFA, CIMA Chris Orkild, CFA, CIMA's Wells Fargo Private Bank Experience November 1999 - Present
Job Sr. Investment Strategist at Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo Private Bank November 1999 - Present
Wells Fargo 1999 - Present
Bank of America May 1994 - November 1999
Skills
Asset Allocation, Portfolio Management, Wealth Management, Alternative Investments, Investments, Equities, Investment Management, Investment Strategies, Investment Advisory, Banking, Series 7, Bonds, Mutual Funds, Asset Management, Fixed Income, Hedge Funds, Financial Analysis
Education
The George Washington University - School of Business 1988 — 1989
MBA, International Finance
The George Washington University - School of Business 1984 — 1988
BBA, Finance
Brophy College Prep 1980 — 1984
Wells Fargo Private Bank November 1999 - Present
Wells Fargo 1999 - Present
Bank of America May 1994 - November 1999
Skills
Asset Allocation, Portfolio Management, Wealth Management, Alternative Investments, Investments, Equities, Investment Management, Investment Strategies, Investment Advisory, Banking, Series 7, Bonds, Mutual Funds, Asset Management, Fixed Income, Hedge Funds, Financial Analysis
Education
The George Washington University - School of Business 1988 — 1989
MBA, International Finance
The George Washington University - School of Business 1984 — 1988
BBA, Finance
Brophy College Prep 1980 — 1984
Ken Kilbreath Ken Kilbreath's Wells Fargo Private Bank Experience May 2011 - Present
Job Wealth Advisor at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Private Bank May 2011 - Present
Inslee, Best, Doezie, & Ryder, P.S. January 2003 - May 2011
Skills
Estate Planning, Trusts, Investments, High Net Worth..., Wealth Management, Retirement Planning, Asset Allocation, Securities, Legal Writing, Strategic Financial..., Mergers & Acquisitions, Litigation, Legal Research, Investment Advisory, Alternative Investments, Series 7, Wealth
Education
University of Washington School of Law 1998 — 1999
LL.M., Taxation
Seattle University School of Law
J.D.
Willamette University
B.S., Economics
Wells Fargo Private Bank May 2011 - Present
Inslee, Best, Doezie, & Ryder, P.S. January 2003 - May 2011
Skills
Estate Planning, Trusts, Investments, High Net Worth..., Wealth Management, Retirement Planning, Asset Allocation, Securities, Legal Writing, Strategic Financial..., Mergers & Acquisitions, Litigation, Legal Research, Investment Advisory, Alternative Investments, Series 7, Wealth
Education
University of Washington School of Law 1998 — 1999
LL.M., Taxation
Seattle University School of Law
J.D.
Willamette University
B.S., Economics
Jihan Caskey Jihan Caskey's Wells Fargo Private Bank Experience August 2012 - Present
Job Senior Estate Settlement Specialist, Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank August 2012 - Present
Wells Fargo Private Bank, Wealth Management Group December 2007 - June 2012
Ronald A. Peterson Law Clinic January 2007 - May 2007
Drazkowski and Associates May 2005 - August 2006
Skills
Wealth Management, Investments, Management, Commercial Lending, Real Estate, Wealth, Mediation, Arbitration, Portfolio Management, Insurance, Estate Planning, Asset Allocation, High Net Worth..., Finance, Customer Service, Public Speaking, Series 7, Mortgage Lending
Education
Seattle University School of Law 2004 — 2007
Juris Doctor, Cum Laude
Washington State University 2000 — 2004
Bachelor of Arts, Political Science/Business Law, Summa Cum Laude
Wells Fargo Private Bank August 2012 - Present
Wells Fargo Private Bank, Wealth Management Group December 2007 - June 2012
Ronald A. Peterson Law Clinic January 2007 - May 2007
Drazkowski and Associates May 2005 - August 2006
Skills
Wealth Management, Investments, Management, Commercial Lending, Real Estate, Wealth, Mediation, Arbitration, Portfolio Management, Insurance, Estate Planning, Asset Allocation, High Net Worth..., Finance, Customer Service, Public Speaking, Series 7, Mortgage Lending
Education
Seattle University School of Law 2004 — 2007
Juris Doctor, Cum Laude
Washington State University 2000 — 2004
Bachelor of Arts, Political Science/Business Law, Summa Cum Laude
Ryan Koch Ryan Koch's Wells Fargo Private Bank Experience April 2002 - March 2010
Job Senior Vice President,CWS,CTFA,CIMC, Family Wealth Advisor Key Private Bank
Industry Investment Management
Experience
Key Private Bank March 2012 - Present
Bank of the West February 2010 - March 2012
Wells Fargo Private Bank April 2002 - March 2010
U. S Bank April 1988 - April 2002
Skills
Banking, Wealth Management..., Financial Analysis, Loans, Credit Analysis, Wealth, Wealth Management, Finance, Small Business, Commercial Banking, Risk Management, Credit, Portfolio Management, Commercial Lending, Stocks, Investments, Series 7
Education
Oregon Institute of Technology 1979 — 1983
B.S., Industrial Managment
Key Private Bank March 2012 - Present
Bank of the West February 2010 - March 2012
Wells Fargo Private Bank April 2002 - March 2010
U. S Bank April 1988 - April 2002
Skills
Banking, Wealth Management..., Financial Analysis, Loans, Credit Analysis, Wealth, Wealth Management, Finance, Small Business, Commercial Banking, Risk Management, Credit, Portfolio Management, Commercial Lending, Stocks, Investments, Series 7
Education
Oregon Institute of Technology 1979 — 1983
B.S., Industrial Managment
Brian F. Kennedy Brian F. Kennedy's Wells Fargo Private Bank Experience 2012 - July 2013
Job Lead Trust Consultant at USAA Wealth Management and Trust
Industry Investment Management
Experience
USAA 2013 - Present
Wells Fargo Private Bank 2012 - July 2013
Wilson/Bennett Capital Management, Inc 2009 - 2012
Cardinal Financial Corporation 2006 - 2012
TIAA-CREF 2000 - 2006
Fidelity Investments 1996 - 1998
Skills
Fiduciary Management, Trust Management, Asset Managment, Investment Advisory, Asset Allocation, Investments, Strategic Financial..., Team Leadership, Non-profits, Financial Services, High Net Worth..., Asset Management, Alternative Investments, Business Development, Portfolio Management, Leadership, Wealth Management..., Strategic Planning, Nonprofits, Investment Strategies, Management, Wealth Management, Financial Planning
Education
The Catholic University of America, Columbus School of Law 1988 — 1992
J.D., Law
The Catholic University of America
B.A, Economics and Politics
USAA 2013 - Present
Wells Fargo Private Bank 2012 - July 2013
Wilson/Bennett Capital Management, Inc 2009 - 2012
Cardinal Financial Corporation 2006 - 2012
TIAA-CREF 2000 - 2006
Fidelity Investments 1996 - 1998
Skills
Fiduciary Management, Trust Management, Asset Managment, Investment Advisory, Asset Allocation, Investments, Strategic Financial..., Team Leadership, Non-profits, Financial Services, High Net Worth..., Asset Management, Alternative Investments, Business Development, Portfolio Management, Leadership, Wealth Management..., Strategic Planning, Nonprofits, Investment Strategies, Management, Wealth Management, Financial Planning
Education
The Catholic University of America, Columbus School of Law 1988 — 1992
J.D., Law
The Catholic University of America
B.A, Economics and Politics
Pamela L. Sweet Pamela L. Sweet's Wells Fargo Private Bank Experience May 2012 - Present
Job SVP Senior Investment Strategist
Industry Investment Management
Experience
Wells Fargo Private Bank May 2012 - Present
U.S. Trust, Bank of America Private Wealth Management September 1995 - April 2012
Education
New York University, Stern School of Business 1997 — 2001
Master of Business Administration (M.B.A.), Finance and Management
St. Lawrence University 1991 — 1995
Bachelor of Arts (B.A.), Economics
Wells Fargo Private Bank May 2012 - Present
U.S. Trust, Bank of America Private Wealth Management September 1995 - April 2012
Education
New York University, Stern School of Business 1997 — 2001
Master of Business Administration (M.B.A.), Finance and Management
St. Lawrence University 1991 — 1995
Bachelor of Arts (B.A.), Economics
Helen Zhou's Wells Fargo Private Bank Experience June 2007 - July 2012
Job Senior Vice President, Managing Director at The Private Client Reserve of U.S. Bank
Industry Financial Services
Experience
The Private Client Reserve of U.S. Bank July 2012 - Present
Wells Fargo Private Bank June 2007 - July 2012
Citi Private Bank September 2004 - June 2007
Merrill Lynch 2002 - September 2004
Skills
Banking, Investments, Credit, Investment Management, Wealth Management, Private Banking, Hedge Funds, Equities, Portfolio Management, Asset Managment, Private Equity, Series 7, Retirement Planning, Fixed Income, Investment Advisory, Finance, Risk Management, Alternative Investments, Investment Strategies, Loans, Securities, Strategy, High Net Worth..., Asset Management, Asset Allocation, Insurance, Wealth Management...
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2006 — 2008
EMBA, Leadership, Managing Org. Behavior/Change
Donald T. Regan School of Advanced Financial Management 2003 — 2003
Certified Financial Manager
University of California, San Diego 2000 — 2003
BA, Economics
The Private Client Reserve of U.S. Bank July 2012 - Present
Wells Fargo Private Bank June 2007 - July 2012
Citi Private Bank September 2004 - June 2007
Merrill Lynch 2002 - September 2004
Skills
Banking, Investments, Credit, Investment Management, Wealth Management, Private Banking, Hedge Funds, Equities, Portfolio Management, Asset Managment, Private Equity, Series 7, Retirement Planning, Fixed Income, Investment Advisory, Finance, Risk Management, Alternative Investments, Investment Strategies, Loans, Securities, Strategy, High Net Worth..., Asset Management, Asset Allocation, Insurance, Wealth Management...
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2006 — 2008
EMBA, Leadership, Managing Org. Behavior/Change
Donald T. Regan School of Advanced Financial Management 2003 — 2003
Certified Financial Manager
University of California, San Diego 2000 — 2003
BA, Economics
Tammi Griswold, CTFA Tammi Griswold, CTFA's Wells Fargo Private Bank Experience November 2013 - Present
Job Trust & Fiduciary Specialist at Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo Private Bank November 2013 - Present
The Private Client Reserve of U.S. Bank April 2012 - November 2013
Borel Private Bank & Trust Company February 2007 - May 2012
Meadowood Napa Valley February 2005 - November 2005
California State Assembly December 2002 - February 2005
California State Senate May 2000 - December 2002
The Bovee Company 1999 - 2000
Skills
Estate Planning, Asset Allocation, Banking, Estate Administration, Estate Tax Planning, Investments, High Net Worth..., Portfolio Management, Private Banking, Retirement Planning, Trust Services, Trusts, Wealth Management, Investment Advisory
Education
Cannon Financial Institute 2007 — 2010
Personal Trust, Honor Graduate
San Diego State University-California State University 1994 — 1999
BS, Political Science
Wells Fargo Private Bank November 2013 - Present
The Private Client Reserve of U.S. Bank April 2012 - November 2013
Borel Private Bank & Trust Company February 2007 - May 2012
Meadowood Napa Valley February 2005 - November 2005
California State Assembly December 2002 - February 2005
California State Senate May 2000 - December 2002
The Bovee Company 1999 - 2000
Skills
Estate Planning, Asset Allocation, Banking, Estate Administration, Estate Tax Planning, Investments, High Net Worth..., Portfolio Management, Private Banking, Retirement Planning, Trust Services, Trusts, Wealth Management, Investment Advisory
Education
Cannon Financial Institute 2007 — 2010
Personal Trust, Honor Graduate
San Diego State University-California State University 1994 — 1999
BS, Political Science
Stacy Bone, CFP®, NMLSR ID 742688 Stacy Bone, CFP®, NMLSR ID 742688's Wells Fargo Private Bank Experience January 2010 - May 2015
Job Senior Vice President, Private Client Manager at U.S. Trust, Bank of America Private Wealth Management
Industry Financial Services
Experience
U.S. Trust, Bank of America Private Wealth Management May 2015 - Present
Wells Fargo Private Bank January 2010 - May 2015
Wachovia Wealth Management March 2008 - December 2009
Wachovia Wealth Management January 2004 - February 2008
Deloitte September 1997 - December 2003
Deloitte August 1992 - August 1997
Maison Portier Et Fils & Co. August 1990 - July 1992
McGarrahan & Heard June 1987 - August 1988
Education
The University of South Dakota 1989 — 1990
MBA, Management
The University of South Dakota 1985 — 1989
BS, Business Administration
The College for Financial Planning
U.S. Trust, Bank of America Private Wealth Management May 2015 - Present
Wells Fargo Private Bank January 2010 - May 2015
Wachovia Wealth Management March 2008 - December 2009
Wachovia Wealth Management January 2004 - February 2008
Deloitte September 1997 - December 2003
Deloitte August 1992 - August 1997
Maison Portier Et Fils & Co. August 1990 - July 1992
McGarrahan & Heard June 1987 - August 1988
Education
The University of South Dakota 1989 — 1990
MBA, Management
The University of South Dakota 1985 — 1989
BS, Business Administration
The College for Financial Planning
Robert (Bob) Carney Robert (Bob) Carney's Wells Fargo Private Bank Experience 2014 - Present
Job Senior Private Banker at Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo Private Bank 2014 - Present
CN Capital LLC 2012 - 2013
Shamrock Bank of Florida 2005 - 2012
Bank of Naples 2003 - 2005
Commerce Bank 1995 - 2003
National City Bank 1992 - 1995
Wells Fargo Bank 1983 - 1992
Skills
Banking, Retail Banking, Banking Operations, Operations Improvement, Regulatory Strategy, Profitability..., Financial Analysis, New Business Development, Commercial Lending, Portfolio Management, Financial Services, CO-PA, Strategy, Finance, Investments, Real Estate, Financial Structuring, Core Banking, Strategic Financial..., Credit, Loans
Education
Texas A&M Commerce
Masters in Business Administration, Business
University of Illinois at Urbana-Champaign 1977 — 1981
Bachelor of Arts, Economics
Wells Fargo Private Bank 2014 - Present
CN Capital LLC 2012 - 2013
Shamrock Bank of Florida 2005 - 2012
Bank of Naples 2003 - 2005
Commerce Bank 1995 - 2003
National City Bank 1992 - 1995
Wells Fargo Bank 1983 - 1992
Skills
Banking, Retail Banking, Banking Operations, Operations Improvement, Regulatory Strategy, Profitability..., Financial Analysis, New Business Development, Commercial Lending, Portfolio Management, Financial Services, CO-PA, Strategy, Finance, Investments, Real Estate, Financial Structuring, Core Banking, Strategic Financial..., Credit, Loans
Education
Texas A&M Commerce
Masters in Business Administration, Business
University of Illinois at Urbana-Champaign 1977 — 1981
Bachelor of Arts, Economics
Mia L. Hernandez Mia L. Hernandez's Wells Fargo Private Bank Experience June 2010 - Present
Job Assistant Vice President, Trust & Fiduciary Specialist , Life Management Services
Industry Financial Services
Experience
USC School of Social Work May 2015 - Present
Wells Fargo Private Bank June 2010 - Present
Skills
Wealth Management, Strategic Financial..., Financial Analysis, Investments, Retirement Planning, Banking, Financial Advisory, Portfolio Management, Risk Management, Asset Management, Public Speaking
Education
University of Southern California 2008 — 2010
MSW, Social Work
University of Southern California 2008 — 2010
MSG, Gerontology
San Diego State University-California State University 2004 — 2008
BA, Gerontology
USC School of Social Work May 2015 - Present
Wells Fargo Private Bank June 2010 - Present
Skills
Wealth Management, Strategic Financial..., Financial Analysis, Investments, Retirement Planning, Banking, Financial Advisory, Portfolio Management, Risk Management, Asset Management, Public Speaking
Education
University of Southern California 2008 — 2010
MSW, Social Work
University of Southern California 2008 — 2010
MSG, Gerontology
San Diego State University-California State University 2004 — 2008
BA, Gerontology
Dona Winnowski's Wells Fargo Private Bank Experience June 2012 - Present
Job Private Banker/ AVP at Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo Private Bank June 2012 - Present
Wells Fargo June 2007 - May 2012
Wells Fargo February 2006 - April 2007
Chase Home Finance 2005 - 2006
St. Mary's Academy 1999 - 2005
Legacy Health 1996 - 1999
Skills
Mortgage Lending, Loans, Series 7, Credit, Wealth Management, Life Insurance, Portfolio Management, Banking, Private Banking, Uniform Combined State..., Commercial Lending, Lines Of Credit, Small Business Lending, Retirement Planning, Commercial Banking, Consumer Lending, Securities, Credit Analysis, Mortgage, Series 66, Oregon Health and Life...
Education
Santa Clara University 1987 — 1991
B.S., Political Science
Lake Oswego High School 1985 — 1987
Earl L. Vandermeulen High School 1983 — 1985
Wells Fargo Private Bank June 2012 - Present
Wells Fargo June 2007 - May 2012
Wells Fargo February 2006 - April 2007
Chase Home Finance 2005 - 2006
St. Mary's Academy 1999 - 2005
Legacy Health 1996 - 1999
Skills
Mortgage Lending, Loans, Series 7, Credit, Wealth Management, Life Insurance, Portfolio Management, Banking, Private Banking, Uniform Combined State..., Commercial Lending, Lines Of Credit, Small Business Lending, Retirement Planning, Commercial Banking, Consumer Lending, Securities, Credit Analysis, Mortgage, Series 66, Oregon Health and Life...
Education
Santa Clara University 1987 — 1991
B.S., Political Science
Lake Oswego High School 1985 — 1987
Earl L. Vandermeulen High School 1983 — 1985
Faye (Hoffman) Hilpert Faye (Hoffman) Hilpert's Wells Fargo Private Bank Experience July 2015 - Present
Job VP, Sr. Fiduciary Advisory Specialist at Wells Fargo Private Bank
Industry Law Practice
Experience
Wells Fargo Private Bank July 2015 - Present
Jackson Walker LLP April 2012 - July 2015
United States Tax Court December 2010 - April 2012
Granstaff, Gaedke & Edgmon August 2009 - December 2010
OGM Land Company 2006 - 2007
U.S. Department of Education 2002 - 2003
U.S. Department of Housing and Urban Development 2001 - 2002
Skills
Legal Research, Estate Planning, Estate Administration, Tax Law
Education
New York University School of Law 2007 — 2008
LL.M., Taxation
The University of Texas School of Law 2003 — 2006
J.D., Law
The University of Texas at Austin
Wells Fargo Private Bank July 2015 - Present
Jackson Walker LLP April 2012 - July 2015
United States Tax Court December 2010 - April 2012
Granstaff, Gaedke & Edgmon August 2009 - December 2010
OGM Land Company 2006 - 2007
U.S. Department of Education 2002 - 2003
U.S. Department of Housing and Urban Development 2001 - 2002
Skills
Legal Research, Estate Planning, Estate Administration, Tax Law
Education
New York University School of Law 2007 — 2008
LL.M., Taxation
The University of Texas School of Law 2003 — 2006
J.D., Law
The University of Texas at Austin
Mike Vinyon Mike Vinyon's Wells Fargo Private Bank Experience October 2012 - Present
Job Regional Director at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank October 2012 - Present
Wells Fargo Private Bank November 2009 - October 2012
Wells Fargo 2004 - 2009
Education
University of Minnesota Law School
St. Olaf College
BA, Biology and Speech Majors
Wells Fargo Private Bank October 2012 - Present
Wells Fargo Private Bank November 2009 - October 2012
Wells Fargo 2004 - 2009
Education
University of Minnesota Law School
St. Olaf College
BA, Biology and Speech Majors
Melody De Pledge Melody De Pledge's Wells Fargo Private Bank Experience February 2014 - June 2014
Job Realtor at Keller Williams Realty
Industry Real Estate
Experience
Keller Williams Realty May 2014 - Present
National Notary Association September 2013 - Present
National Notary Association September 2012 - Present
Wells Fargo Private Bank February 2014 - June 2014
KELLER-WILLIAMS REALTY November 2009 - April 2012
Home Realty & Investments August 2007 - August 2008
Prudential California Realty March 2005 - August 2007
Bank of America January 1993 - January 1994
Wells Fargo Bank January 1991 - January 1993
Mortgage Guaranty Insurance January 1987 - January 1991
Skills
Foreclosures, Property Management, Real Estate, Sellers, Residential Homes, Short Sales, Vacation Homes, Mortgage Lending, First Time Home Buyers, Selling, Single Family Homes, Relocation, Loans, Buyer Representation, Buyers, REO, Condos, Real Property, Investment Properties, Refinance, Referrals, Property, Investors, Mortgage Banking, Sales
Education
National Notary Association 2012 — 2013
Notary Public and Notary Signing Agent
Allied Schools 2007 — 2008
Escrow and Real Estate Practices
American School of Mortgage Banking
Loan Processing
Anthony's Real Estate School
Real Estate School
Orange Coast College
General Education
Keller Williams Realty May 2014 - Present
National Notary Association September 2013 - Present
National Notary Association September 2012 - Present
Wells Fargo Private Bank February 2014 - June 2014
KELLER-WILLIAMS REALTY November 2009 - April 2012
Home Realty & Investments August 2007 - August 2008
Prudential California Realty March 2005 - August 2007
Bank of America January 1993 - January 1994
Wells Fargo Bank January 1991 - January 1993
Mortgage Guaranty Insurance January 1987 - January 1991
Skills
Foreclosures, Property Management, Real Estate, Sellers, Residential Homes, Short Sales, Vacation Homes, Mortgage Lending, First Time Home Buyers, Selling, Single Family Homes, Relocation, Loans, Buyer Representation, Buyers, REO, Condos, Real Property, Investment Properties, Refinance, Referrals, Property, Investors, Mortgage Banking, Sales
Education
National Notary Association 2012 — 2013
Notary Public and Notary Signing Agent
Allied Schools 2007 — 2008
Escrow and Real Estate Practices
American School of Mortgage Banking
Loan Processing
Anthony's Real Estate School
Real Estate School
Orange Coast College
General Education
Ric Luyties, CFA Ric Luyties, CFA's Wells Fargo Private Bank Experience June 2009 - Present
Job Senior Vice President | Senior Investment Strategist | Senior Analyst
Industry Investment Management
Experience
Wells Fargo Private Bank June 2009 - Present
August Investments, LLC March 2003 - June 2009
Bank of America January 1995 - March 2003
Merrill Lynch March 1992 - June 1994
Skills
Asset Allocation, Financial Research, Wealth Management, Portfolio Management, Investments, Asset Managment, Investment Management, Equities, Fixed Income, Hedge Funds, Equity Research, Wealth Management..., Investment Advisory, Valuation, Entrepreneurship, Asset Management, Bloomberg, Investment Strategies, Finance, Securities, Risk Management, Banking, Mutual Funds
Education
Southern Methodist University
BA, English
University of Arizona
MBA, Finance
Wells Fargo Private Bank June 2009 - Present
August Investments, LLC March 2003 - June 2009
Bank of America January 1995 - March 2003
Merrill Lynch March 1992 - June 1994
Skills
Asset Allocation, Financial Research, Wealth Management, Portfolio Management, Investments, Asset Managment, Investment Management, Equities, Fixed Income, Hedge Funds, Equity Research, Wealth Management..., Investment Advisory, Valuation, Entrepreneurship, Asset Management, Bloomberg, Investment Strategies, Finance, Securities, Risk Management, Banking, Mutual Funds
Education
Southern Methodist University
BA, English
University of Arizona
MBA, Finance
Kristin Schoephoerster Kristin Schoephoerster's Wells Fargo Private Bank Experience May 2007 - June 2015
Job Vice President, Senior Wealth Planner at U.S. Bank
Industry Banking
Experience
The Private Client Reserve of U.S. Bank June 2015 - Present
WELLS FARGO PRIVATE BANK May 2007 - June 2015
THE COLUMNS RESOURCE GROUP March 2005 - March 2007
U.S. TRUST COMPANY January 2001 - March 2005
Resource Companies January 1995 - January 2001
Resource Companies January 1993 - January 1995
PRUDENTIAL FINANCIAL, INC January 1991 - January 1992
STAFFORD & ASSOCIATES January 1984 - January 1987
Skills
Estate Planning, Financial Planning, Insurance, Wealth Management, High Net Worth..., Strategic Financial..., Investments, Portfolio Management, Finance, Financial Advisory, Wealth, Strategy, Employee Benefits, Financial Planners, Retirement Planning, Business Planning, Asset Allocation
Education
University of Minnesota Law School 1987 — 1990
Juris Doctor, Law
The American College 1985 — 1987
Chartered Life Underwriter, Financial and Estate Planning
St. Olaf College 1979 — 1983
B.A., English
The Private Client Reserve of U.S. Bank June 2015 - Present
WELLS FARGO PRIVATE BANK May 2007 - June 2015
THE COLUMNS RESOURCE GROUP March 2005 - March 2007
U.S. TRUST COMPANY January 2001 - March 2005
Resource Companies January 1995 - January 2001
Resource Companies January 1993 - January 1995
PRUDENTIAL FINANCIAL, INC January 1991 - January 1992
STAFFORD & ASSOCIATES January 1984 - January 1987
Skills
Estate Planning, Financial Planning, Insurance, Wealth Management, High Net Worth..., Strategic Financial..., Investments, Portfolio Management, Finance, Financial Advisory, Wealth, Strategy, Employee Benefits, Financial Planners, Retirement Planning, Business Planning, Asset Allocation
Education
University of Minnesota Law School 1987 — 1990
Juris Doctor, Law
The American College 1985 — 1987
Chartered Life Underwriter, Financial and Estate Planning
St. Olaf College 1979 — 1983
B.A., English
Rachel Irvin Rachel Irvin's Wells Fargo Private Bank Experience July 2015 - Present
Job Wealth Advisor
Industry Financial Services
Experience
Wells Fargo Private Bank July 2015 - Present
J.P. Morgan Private Bank February 2008 - July 2015
Goldman Sachs January 2006 - January 2008
Skills
Asset Management, Financial Analysis, Investment Banking, Valuation, Investments, Alternative Investments, Portfolio Management, Fixed Income, Financial Modeling, Series 7, Equities, Hedge Funds, Finance
Education
The University of Texas at Austin 2002 — 2005
BBA, Finance
Wells Fargo Private Bank July 2015 - Present
J.P. Morgan Private Bank February 2008 - July 2015
Goldman Sachs January 2006 - January 2008
Skills
Asset Management, Financial Analysis, Investment Banking, Valuation, Investments, Alternative Investments, Portfolio Management, Fixed Income, Financial Modeling, Series 7, Equities, Hedge Funds, Finance
Education
The University of Texas at Austin 2002 — 2005
BBA, Finance
Thomas F. Scaturro Thomas F. Scaturro's Wells Fargo Private Bank Experience Head of Private Bank Sales, Training, Product Development and CompensationBank of New York1992 - 2008
Job Regional Director Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo Private Bank Head of Private Bank Sales, Training, Product Development and CompensationBank of New York1992 - 2008
Skills
Equities, Fixed Income, Banking, Investments, Wealth Management, Series 7, Financial Services, Portfolio Management, Sales Management, Risk Management, Sales, Financial Modeling, Credit, Relationship Management, Capital Markets, Commercial Lending, Asset Management, Strategic Financial..., Loans, Mortgage Lending, Hedge Funds, Commercial Banking, Securities, Financial Analysis, Asset Managment, Management, Alternative Investments
Education
St. John's University
Bachelor’s Degree, Finance, General
Wells Fargo Private Bank Head of Private Bank Sales, Training, Product Development and CompensationBank of New York1992 - 2008
Skills
Equities, Fixed Income, Banking, Investments, Wealth Management, Series 7, Financial Services, Portfolio Management, Sales Management, Risk Management, Sales, Financial Modeling, Credit, Relationship Management, Capital Markets, Commercial Lending, Asset Management, Strategic Financial..., Loans, Mortgage Lending, Hedge Funds, Commercial Banking, Securities, Financial Analysis, Asset Managment, Management, Alternative Investments
Education
St. John's University
Bachelor’s Degree, Finance, General
Laurie J. Logue Laurie J. Logue's Wells Fargo Private Bank Experience July 2010 - December 2011
Job
Industry Financial Services
Experience
Broadway Bank May 2013 - Present
Fairway Independent Mortgage Corporation February 2012 - May 2013
Wells Fargo Private Bank July 2010 - December 2011
Comerica Bank January 2006 - June 2010
Colonial Bank January 2005 - December 2005
Texas Capital Bank October 2003 - February 2005
Guaranty Bank June 1999 - September 2003
National Bank of the Redwoods October 1995 - February 1998
Ramzy Real Estate Services September 1989 - September 1995
Skills
Licenses, Series, 66, Series 7,..., Residential &..., Member of Appraisal..., Commercial Real Estate, Commercial Banking, Valuation, Real Estate Economics, Commercial Lending, Mortgage Lending, Licensing, Investments, Real Estate, Series 7, Business Development, Real Estate Financing, Loans, Portfolio Management, Appraisals, Finance, Insurance, Financial Structuring, Real Estate Development, Credit, Underwriting, Due Diligence, Investment Properties, Residential Homes, Small Business Lending, Banking, Investors, Commercial Mortgages, Construction Loans
Education
The University of Texas at Austin 1980 — 1983
Business, PLM
Broadway Bank May 2013 - Present
Fairway Independent Mortgage Corporation February 2012 - May 2013
Wells Fargo Private Bank July 2010 - December 2011
Comerica Bank January 2006 - June 2010
Colonial Bank January 2005 - December 2005
Texas Capital Bank October 2003 - February 2005
Guaranty Bank June 1999 - September 2003
National Bank of the Redwoods October 1995 - February 1998
Ramzy Real Estate Services September 1989 - September 1995
Skills
Licenses, Series, 66, Series 7,..., Residential &..., Member of Appraisal..., Commercial Real Estate, Commercial Banking, Valuation, Real Estate Economics, Commercial Lending, Mortgage Lending, Licensing, Investments, Real Estate, Series 7, Business Development, Real Estate Financing, Loans, Portfolio Management, Appraisals, Finance, Insurance, Financial Structuring, Real Estate Development, Credit, Underwriting, Due Diligence, Investment Properties, Residential Homes, Small Business Lending, Banking, Investors, Commercial Mortgages, Construction Loans
Education
The University of Texas at Austin 1980 — 1983
Business, PLM
Maureen (Maureen A. Barrett) Lyn, MBA Maureen (Maureen A. Barrett) Lyn, MBA's Wells Fargo Private Bank Experience October 2012 - Present
Job Financial Services Professional Wells Fargo Private Bank. CEO Business Pro Ltd
Industry Financial Services
Experience
Wells Fargo October 2012 - Present
Wells Fargo Private Bank October 2012 - Present
Wells Fargo Private Bank April 2008 - October 2012
Wachovia Bank September 2006 - April 2008
Skills
Visionary, Implementation, organization, Customer Service, Microsoft Office, Management, Microsoft Excel, Microsoft Word, Sales, Time Management, PowerPoint, Training, Team Building
Education
Northcentral University 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General, GPA 3.52
Wells Fargo October 2012 - Present
Wells Fargo Private Bank October 2012 - Present
Wells Fargo Private Bank April 2008 - October 2012
Wachovia Bank September 2006 - April 2008
Skills
Visionary, Implementation, organization, Customer Service, Microsoft Office, Management, Microsoft Excel, Microsoft Word, Sales, Time Management, PowerPoint, Training, Team Building
Education
Northcentral University 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General, GPA 3.52
Tanya Bird, CFA Tanya Bird, CFA's Wells Fargo Private Bank Experience 1994 - Present
Job Senior Investment Manager Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank 1994 - Present
Mercer Investment Consulting 1989 - 1994
Skills
Investments, Asset Allocation, Wealth Management, Investment Management, Asset Management, Equities, Portfolio Management, Fixed Income
Education
The College of William and Mary - The Mason School of Business 1987 — 1989
MBA
University of Pittsburgh 1981 — 1985
BS, Mathematics
Wells Fargo Private Bank 1994 - Present
Mercer Investment Consulting 1989 - 1994
Skills
Investments, Asset Allocation, Wealth Management, Investment Management, Asset Management, Equities, Portfolio Management, Fixed Income
Education
The College of William and Mary - The Mason School of Business 1987 — 1989
MBA
University of Pittsburgh 1981 — 1985
BS, Mathematics
Anna Maria Meier's Wells Fargo Private Bank Experience June 2015 - Present
Job Private Mortgage Banker NMLSR ID 1243518 at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank June 2015 - Present
Opes Advisors June 2010 - May 2015
RPM Mortgage Inc February 2008 - June 2010
Triton Funding Group February 2007 - February 2008
JPMorgan Chase April 2006 - February 2007
Skills
Mortgage Lending, Purchase Transactions, Refinance, Loans, Credit Analysis, FHA, Loan Origination, Mortgage Underwriting, VA Loans, Investment Properties, Banking
Education
San Francisco State University
Bachelor of Business Administration (B.B.A.), General Business
Wells Fargo Private Bank June 2015 - Present
Opes Advisors June 2010 - May 2015
RPM Mortgage Inc February 2008 - June 2010
Triton Funding Group February 2007 - February 2008
JPMorgan Chase April 2006 - February 2007
Skills
Mortgage Lending, Purchase Transactions, Refinance, Loans, Credit Analysis, FHA, Loan Origination, Mortgage Underwriting, VA Loans, Investment Properties, Banking
Education
San Francisco State University
Bachelor of Business Administration (B.B.A.), General Business
Erik Davidson, CFA Erik Davidson, CFA's Wells Fargo Private Bank Experience 2004 - Present
Job Chief Investment Officer, EVP Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo Private Bank 2004 - Present
Separate Account Solutions, Inc. 2000 - 2004
Franklin Templeton Group 1997 - 2000
Credit Suisse First Boston 1988 - 1996
Skills
Portfolio Management, Trading, Leadership, Wealth Management, Investments, Asset Allocation, Asset Management, Alternative Investments, Equities, Fixed Income, Mutual Funds, Investment Advisory, Investment Strategies, Hedge Funds, Strategic Financial...
Education
UCLA Anderson School of Management
Master of Business Administration (M.B.A.), International Finance
St. Olaf College
Bachelor’s Degree, Economics
Waseda University
International Division (Kokusaibu), Economics and Japanese
Wells Fargo Private Bank 2004 - Present
Separate Account Solutions, Inc. 2000 - 2004
Franklin Templeton Group 1997 - 2000
Credit Suisse First Boston 1988 - 1996
Skills
Portfolio Management, Trading, Leadership, Wealth Management, Investments, Asset Allocation, Asset Management, Alternative Investments, Equities, Fixed Income, Mutual Funds, Investment Advisory, Investment Strategies, Hedge Funds, Strategic Financial...
Education
UCLA Anderson School of Management
Master of Business Administration (M.B.A.), International Finance
St. Olaf College
Bachelor’s Degree, Economics
Waseda University
International Division (Kokusaibu), Economics and Japanese
Hank DesJardins Hank DesJardins's Wells Fargo Private Bank Experience 2000 - Present
Job Sr. Investment Strategist at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank 2000 - Present
Merrill Lynch Trust Company 1998 - 2000
US Bank 1994 - 1998
Boatmen's Trust Company/NationsBank 1990 - 1994
Skills
Asset Management, Alternative Investments, Wealth Management, Asset Allocation, Portfolio Management, Investment Strategies, Investment Management, Investments, Investment Advisory, Equities, High Net Worth..., Private Banking, Series 7, Mutual Funds, Wealth Management...
Education
The University of New Mexico - Robert O. Anderson School of Management 1984 — 1990
BBA, Business
Wells Fargo Private Bank 2000 - Present
Merrill Lynch Trust Company 1998 - 2000
US Bank 1994 - 1998
Boatmen's Trust Company/NationsBank 1990 - 1994
Skills
Asset Management, Alternative Investments, Wealth Management, Asset Allocation, Portfolio Management, Investment Strategies, Investment Management, Investments, Investment Advisory, Equities, High Net Worth..., Private Banking, Series 7, Mutual Funds, Wealth Management...
Education
The University of New Mexico - Robert O. Anderson School of Management 1984 — 1990
BBA, Business
Timothy Gordon's Wells Fargo Private Bank Experience August 2013 - October 2014
Job Options Trader at Self Employed
Industry Financial Services
Experience
Self Employed August 2015 - Present
Wells Fargo Advisors, LLC October 2014 - August 2015
Wells Fargo Private Bank August 2013 - October 2014
Merrill Lynch July 2011 - November 2012
State Farm Insurance – James VonEiff Agency January 2010 - January 2011
Merrill Lynch June 2009 - September 2009
Nassau County Legislature December 2006 - December 2008
Skills
Strategic Financial..., Investments, Financial Services, Strategy, Insurance, Financial Advisory, Capital Markets, Technical Analysis, Cash Management, Commodity, Investment Management, Life Insurance, Relationship Management, Fixed Annuities, Due Diligence, Finance, Long-term Care, Loans, Credit, Economics, Emerging Markets, Estate Planning, 401k, Derivatives, Private Equity, Retirement, Risk Management, Bloomberg, Valuation, Hedge Funds, Financial Analysis, Bonds, Fixed Income, Alternative Investments, Financial Modeling, Retirement Planning, Investment Advisory, Equities, Investment Strategies, Securities, Mutual Funds, Financial Markets, Trading, Asset Allocation, Options Strategies
Education
State University of New York College at Oneonta 2006 — 2009
2009 Bachelor of Science, Business Economics
Lynbrook High School 2002 — 2005
Self Employed August 2015 - Present
Wells Fargo Advisors, LLC October 2014 - August 2015
Wells Fargo Private Bank August 2013 - October 2014
Merrill Lynch July 2011 - November 2012
State Farm Insurance – James VonEiff Agency January 2010 - January 2011
Merrill Lynch June 2009 - September 2009
Nassau County Legislature December 2006 - December 2008
Skills
Strategic Financial..., Investments, Financial Services, Strategy, Insurance, Financial Advisory, Capital Markets, Technical Analysis, Cash Management, Commodity, Investment Management, Life Insurance, Relationship Management, Fixed Annuities, Due Diligence, Finance, Long-term Care, Loans, Credit, Economics, Emerging Markets, Estate Planning, 401k, Derivatives, Private Equity, Retirement, Risk Management, Bloomberg, Valuation, Hedge Funds, Financial Analysis, Bonds, Fixed Income, Alternative Investments, Financial Modeling, Retirement Planning, Investment Advisory, Equities, Investment Strategies, Securities, Mutual Funds, Financial Markets, Trading, Asset Allocation, Options Strategies
Education
State University of New York College at Oneonta 2006 — 2009
2009 Bachelor of Science, Business Economics
Lynbrook High School 2002 — 2005
Karina Castrejon Young Karina Castrejon Young's Wells Fargo Private Bank Experience September 2014 - June 2015
Job Aspiring Fashion Designer and Party Planner
Industry Apparel & Fashion
Experience
Wells Fargo Private Bank September 2014 - June 2015
Wells Fargo October 2001 - September 2014
Starbucks April 1998 - October 2001
Skills
Banking, Customer Service, Merchandising, Microsoft Office, Microsoft Word, Sales, Social Media, Team Leadership, Visual Merchandising, Apparel, Coaching, Microsoft Excel, Retail, Teaching, Event Planning, Fashion, Public Speaking, Social Networking, Styling, Product Development
Education
San Francisco State University 2006 — 2011
Bachelor of Applied Science (B.A.Sc.), Fashion/Apparel Design
Sequoia High School 1995 — 1998
Wells Fargo Private Bank September 2014 - June 2015
Wells Fargo October 2001 - September 2014
Starbucks April 1998 - October 2001
Skills
Banking, Customer Service, Merchandising, Microsoft Office, Microsoft Word, Sales, Social Media, Team Leadership, Visual Merchandising, Apparel, Coaching, Microsoft Excel, Retail, Teaching, Event Planning, Fashion, Public Speaking, Social Networking, Styling, Product Development
Education
San Francisco State University 2006 — 2011
Bachelor of Applied Science (B.A.Sc.), Fashion/Apparel Design
Sequoia High School 1995 — 1998
Amy Artalejo Amy Artalejo's Wells Fargo Private Bank Experience January 2010 - Present
Job Regional Marketing Manager at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank January 2010 - Present
Wells Fargo June 2006 - January 2010
Wells Fargo January 2004 - June 2006
Visitors Guide Publications 1999 - 2002
Skills
Strategic Planning, Marketing Strategy, Building Relationships, Marketing Communications, Creative Writing, Communication, Influencer Marketing, People Skills, Creativity, Wealth Management, Enthusiast, Project Management, Financial Services, Banking, Relationship Management, Sales, Marketing, Training, Relationship Building
Education
The University of Texas at El Paso 2003 — 2005
Master of Business Administration (M.B.A.), International Business
Western Washington University 1996 — 2000
Bachelor of Business Administration (BBA), Finance and Marketing
Wells Fargo Private Bank January 2010 - Present
Wells Fargo June 2006 - January 2010
Wells Fargo January 2004 - June 2006
Visitors Guide Publications 1999 - 2002
Skills
Strategic Planning, Marketing Strategy, Building Relationships, Marketing Communications, Creative Writing, Communication, Influencer Marketing, People Skills, Creativity, Wealth Management, Enthusiast, Project Management, Financial Services, Banking, Relationship Management, Sales, Marketing, Training, Relationship Building
Education
The University of Texas at El Paso 2003 — 2005
Master of Business Administration (M.B.A.), International Business
Western Washington University 1996 — 2000
Bachelor of Business Administration (BBA), Finance and Marketing
Stephen Jeffrey Stephen Jeffrey's Wells Fargo Private Bank Experience May 2008 - July 2012
Job Senior Vice President Private Banking at Broadway Bank
Industry Financial Services
Experience
Broadway Bank July 2012 - Present
Wells Fargo Private Bank May 2008 - July 2012
JPMorgan Chase June 2004 - May 2008
Skills
Private Banking, Wealth Management..., Loans, Credit, Consumer Lending, Lines Of Credit, Relationship Management, Commercial Mortgages, Commercial Banking, Mortgage Lending, Commercial Lending, Small Business Lending, Banking, Credit Analysis, Retail Banking, Portfolio Management, Wealth Management
Education
Southwest Texas State University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General
Pflugerville High School 1994 — 1998
Broadway Bank July 2012 - Present
Wells Fargo Private Bank May 2008 - July 2012
JPMorgan Chase June 2004 - May 2008
Skills
Private Banking, Wealth Management..., Loans, Credit, Consumer Lending, Lines Of Credit, Relationship Management, Commercial Mortgages, Commercial Banking, Mortgage Lending, Commercial Lending, Small Business Lending, Banking, Credit Analysis, Retail Banking, Portfolio Management, Wealth Management
Education
Southwest Texas State University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General
Pflugerville High School 1994 — 1998
Eric J. Smith Eric J. Smith's Wells Fargo Private Bank Experience February 2008 - Present
Job SVP, Sr. Wealth Planning Strategist at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank February 2008 - Present
Dean & Smith, LLP January 2001 - February 2008
Home Account September 1999 - January 2001
Wilson Sonsini Goodrich and Rosati April 1997 - September 1999
Riordan & McKinzie (now part of Bingham McCutchen) January 1995 - March 1997
Thelen Reid Brown Raysman & Steiner LLP October 1991 - January 1995
Skills
Wealth Management, Estate Planning, High Net Worth..., Wealth Management..., Series 7, Asset Allocation, Investments, Asset Managment, Alternative Investments, Strategic Financial..., Retirement Planning, Investment Management, Investment Strategies, Wealth, Estate Tax Planning, Trust Services, Financial Advisory, Family Office, Asset Management, Mergers & Acquisitions, Securities, Corporate Development, Tax, Life Insurance, Insurance, Joint Ventures, FINRA, Finance, Corporate Finance, Series 63, Corporate Law, Mutual Funds, Valuation, Emerging Markets, Equities, Venture Capital, Private Equity, Financial Planning
Education
University of Florida School of Law 1992 — 1993
LL.M, Taxation
University of California, Davis - School of Law 1988 — 1991
Doctor of Law (J.D.)
The Evergreen State College
BA, History; Political Science
Wells Fargo Private Bank February 2008 - Present
Dean & Smith, LLP January 2001 - February 2008
Home Account September 1999 - January 2001
Wilson Sonsini Goodrich and Rosati April 1997 - September 1999
Riordan & McKinzie (now part of Bingham McCutchen) January 1995 - March 1997
Thelen Reid Brown Raysman & Steiner LLP October 1991 - January 1995
Skills
Wealth Management, Estate Planning, High Net Worth..., Wealth Management..., Series 7, Asset Allocation, Investments, Asset Managment, Alternative Investments, Strategic Financial..., Retirement Planning, Investment Management, Investment Strategies, Wealth, Estate Tax Planning, Trust Services, Financial Advisory, Family Office, Asset Management, Mergers & Acquisitions, Securities, Corporate Development, Tax, Life Insurance, Insurance, Joint Ventures, FINRA, Finance, Corporate Finance, Series 63, Corporate Law, Mutual Funds, Valuation, Emerging Markets, Equities, Venture Capital, Private Equity, Financial Planning
Education
University of Florida School of Law 1992 — 1993
LL.M, Taxation
University of California, Davis - School of Law 1988 — 1991
Doctor of Law (J.D.)
The Evergreen State College
BA, History; Political Science
Sha Pama Wit's Wells Fargo Private Bank Experience March 2011 - March 2015
Job Creative Director at Shashime Designs
Industry Graphic Design
Experience
Shashime Designs March 2009 - Present
Wells Fargo Private Bank March 2011 - March 2015
Wells Fargo Private Bank April 2007 - March 2011
Wells Fargo January 2004 - April 2007
Education
San Diego State University-California State University 1998 — 2003
BA, Graphic Design & Marketing
Shashime Designs March 2009 - Present
Wells Fargo Private Bank March 2011 - March 2015
Wells Fargo Private Bank April 2007 - March 2011
Wells Fargo January 2004 - April 2007
Education
San Diego State University-California State University 1998 — 2003
BA, Graphic Design & Marketing
Crystal Kelly's Wells Fargo Private Bank Experience June 2007 - August 2008
Job Director of Client Relations
Industry Investment Management
Experience
Sterling Investment Management May 2015 - Present
Sterling Investment Management January 2015 - Present
Sterling Investment Management June 2009 - January 2015
Self Employed August 2008 - December 2009
Wells Fargo Private Bank June 2007 - August 2008
Wells Fargo April 2005 - June 2007
Wells Fargo February 2003 - April 2005
Wells Fargo February 2002 - February 2003
Skills
Small Business, Banking, Strategic Planning, Customer Service, Management, Leadership, Microsoft Office, Client Relations, Client Services
Education
Southern NH University 2012 — 2016
Bachelor's Degree, Science of Accounting, Current Student
ARIZONA INSTITUTE OF BUSINESS TECHNOLOGY 1999 — 2002
AA, BUSINESS OPERATIONS
Sterling Investment Management May 2015 - Present
Sterling Investment Management January 2015 - Present
Sterling Investment Management June 2009 - January 2015
Self Employed August 2008 - December 2009
Wells Fargo Private Bank June 2007 - August 2008
Wells Fargo April 2005 - June 2007
Wells Fargo February 2003 - April 2005
Wells Fargo February 2002 - February 2003
Skills
Small Business, Banking, Strategic Planning, Customer Service, Management, Leadership, Microsoft Office, Client Relations, Client Services
Education
Southern NH University 2012 — 2016
Bachelor's Degree, Science of Accounting, Current Student
ARIZONA INSTITUTE OF BUSINESS TECHNOLOGY 1999 — 2002
AA, BUSINESS OPERATIONS
Pooja Chawla Pooja Chawla's Wells Fargo Private Bank Experience February 2012 - Present
Job Investment Management Specialist
Industry Investment Management
Experience
Wells Fargo Private Bank February 2012 - Present
Wells Fargo Advisors December 2008 - February 2012
Morgan Stanley Wealth Management June 2008 - November 2008
Morgan Stanley Wealth Management May 2007 - May 2008
Skills
Wealth Management..., Investment Strategies, Investments, Investment Advisory, Alternative Investments, Asset Allocation, High Net Worth..., Institutional..., Charitable Gift Planning, Charitable Remainder..., Foundations, Mutual Funds, ETFs, Private Equity, Equity Trading, Hedge Funds, Portfolio Management, Manage Client..., Retirement Planning, 401k Rollovers, Concentrated Stock..., Financial Advisory, Fixed Income Strategies, Multi-generational..., Relationship Management, Finance, Investment Management, Wealth Management, Financial Analysis, Asset Management, Banking, Series 7, Financial Services, Equity Valuation, FactSet, Morningstar, Due Diligence, Trust Services, Equities, Risk Management, Securities, Microsoft Office, Financial Planning, Fixed Income
Education
Temple University - Fox School of Business and Management 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance and Real Estate
Council Rock 2000 — 2004
Wells Fargo Private Bank February 2012 - Present
Wells Fargo Advisors December 2008 - February 2012
Morgan Stanley Wealth Management June 2008 - November 2008
Morgan Stanley Wealth Management May 2007 - May 2008
Skills
Wealth Management..., Investment Strategies, Investments, Investment Advisory, Alternative Investments, Asset Allocation, High Net Worth..., Institutional..., Charitable Gift Planning, Charitable Remainder..., Foundations, Mutual Funds, ETFs, Private Equity, Equity Trading, Hedge Funds, Portfolio Management, Manage Client..., Retirement Planning, 401k Rollovers, Concentrated Stock..., Financial Advisory, Fixed Income Strategies, Multi-generational..., Relationship Management, Finance, Investment Management, Wealth Management, Financial Analysis, Asset Management, Banking, Series 7, Financial Services, Equity Valuation, FactSet, Morningstar, Due Diligence, Trust Services, Equities, Risk Management, Securities, Microsoft Office, Financial Planning, Fixed Income
Education
Temple University - Fox School of Business and Management 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance and Real Estate
Council Rock 2000 — 2004
Maryann Mirabella Maryann Mirabella's Wells Fargo Private Bank Experience August 2010 - Present
Job Administrative Assistant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Private Bank August 2010 - Present
Sun National Bank June 2009 - June 2010
JPMorgan Chase 1979 - 2009
Skills
Microsoft Excel, Organization, Microsoft Word, PowerPoint, Office Management, Event Planning, Project Management, Administrative..., Customer Service, Microsoft Office, Management, Leadership, Asset Management, Banking, Investments, Equities, Finance, Financial Analysis, Portfolio Management, Financial Services, Credit, Wealth Management
Education
Queensborough Community College
Associate of Science (A.S.), Business Administration and Management, General
Wells Fargo Private Bank August 2010 - Present
Sun National Bank June 2009 - June 2010
JPMorgan Chase 1979 - 2009
Skills
Microsoft Excel, Organization, Microsoft Word, PowerPoint, Office Management, Event Planning, Project Management, Administrative..., Customer Service, Microsoft Office, Management, Leadership, Asset Management, Banking, Investments, Equities, Finance, Financial Analysis, Portfolio Management, Financial Services, Credit, Wealth Management
Education
Queensborough Community College
Associate of Science (A.S.), Business Administration and Management, General
Mauro Antognelli, CFA Mauro Antognelli, CFA's Wells Fargo Private Bank Experience September 2012 - Present
Job SVP / Senior Investment Strategist Wealth Management
Industry Investment Management
Experience
Wells Fargo Private Bank September 2012 - Present
New York Life Insurance Company September 2007 - July 2012
Citi Private Bank November 2003 - November 2006
State Street Gobal Advisors (SSgA) October 1999 - October 2003
Chase August 1997 - October 1999
Skills
Investment Strategies, Alternative Investments, Fixed Income, Wealth Management, Mutual Funds, Asset Allocation, Private Banking, ETFs, Hedge Funds, Investments, Asset Management, Investment Management, Asset Managment, Equities, Institutional..., Due Diligence, Investment Advisory, Risk Management, Global Tactical Asset..., High Net Worth..., Macroeconomics, Separately Managed..., Performance Attribution, Quantitative Investing, Derivatives, Investment Advisory..., Multi Asset Class, Investment Consulting, UHNW, Institutional Investors, Portfolio Management, Securities, Quantitative Analytics, Capital Markets, Financial Services, Strategy
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Finance, Investments
The University of Texas at Austin
Master of Science (M.S.), Chemical Engineering
The University of Texas at Austin
Bachelor of Science (B.S.), Chemical Engineering
Wells Fargo Private Bank September 2012 - Present
New York Life Insurance Company September 2007 - July 2012
Citi Private Bank November 2003 - November 2006
State Street Gobal Advisors (SSgA) October 1999 - October 2003
Chase August 1997 - October 1999
Skills
Investment Strategies, Alternative Investments, Fixed Income, Wealth Management, Mutual Funds, Asset Allocation, Private Banking, ETFs, Hedge Funds, Investments, Asset Management, Investment Management, Asset Managment, Equities, Institutional..., Due Diligence, Investment Advisory, Risk Management, Global Tactical Asset..., High Net Worth..., Macroeconomics, Separately Managed..., Performance Attribution, Quantitative Investing, Derivatives, Investment Advisory..., Multi Asset Class, Investment Consulting, UHNW, Institutional Investors, Portfolio Management, Securities, Quantitative Analytics, Capital Markets, Financial Services, Strategy
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Finance, Investments
The University of Texas at Austin
Master of Science (M.S.), Chemical Engineering
The University of Texas at Austin
Bachelor of Science (B.S.), Chemical Engineering
Charlene Pratt Charlene Pratt's Wells Fargo Private Bank Experience April 2007 - October 2009
Job SVP at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2014 - Present
JP Morgan Chase October 2009 - Present
Wells Fargo Private Bank April 2007 - October 2009
The Manhattan Mortgage Company July 2005 - October 2007
Skills
Real Estate, Loan Origination, Banking, Credit, Loans, Investments, Mortgage Banking, Mortgage Lending, Residential Mortgages, Refinance, FHA, Commercial Mortgages
Education
New York University
J.P. Morgan July 2014 - Present
JP Morgan Chase October 2009 - Present
Wells Fargo Private Bank April 2007 - October 2009
The Manhattan Mortgage Company July 2005 - October 2007
Skills
Real Estate, Loan Origination, Banking, Credit, Loans, Investments, Mortgage Banking, Mortgage Lending, Residential Mortgages, Refinance, FHA, Commercial Mortgages
Education
New York University
Allen E. Green Allen E. Green's Wells Fargo Private Bank Experience November 2008 - May 2009
Job Real Estate Relationship Manager at Wells Fargo Wealth Management Group
Industry Investment Management
Experience
Wells Fargo Wealth Management Group March 2012 - Present
Downtown Austin Alliance November 2011 - Present
Congress for the New Urbanism August 2013 - Present
Real Estate Council of Austin 1990 - 2013
Allen E. Green, CCIM June 2009 - February 2012
Brotherhood of the Knights of the Vine 2011 - 2012
Wells Fargo Private Bank November 2008 - May 2009
Northern Trust May 2005 - October 2008
Long Center for the Performing Arts 2002 - 2006
Bank of America January 1997 - April 2005
Skills
Investments, Asset Managment, Real Estate, Portfolio Management, Investment Properties, Valuation, Real Estate Economics, Business Development, Strategy, Leases, Leadership, Property Management, Banking, Loans, Management, Negotiation, Commercial Real Estate, Brokerage, Non-profits, Project Management, Asset Management, Wealth Management, Finance, Nonprofits, Analysis, Disposition, Real Estate Transactions, Due Diligence, Financial Services, Property, Private Equity, Sales, Mergers & Acquisitions, CRM, Real Estate Financing, Real Estate Development, Acquisitions, Investors, Location Intelligence, Corporate Real Estate, Contract Negotiation, Land Acquisition, Lease Negotiations, Residential Homes, Real Property, Tenant Representation, Tenant, Lease Administration, Venture Capital, Sellers
Education
The University of Texas at Austin 1970 — 1974
BA, Philosophy
St. Mark's School of Texas
Wells Fargo Wealth Management Group March 2012 - Present
Downtown Austin Alliance November 2011 - Present
Congress for the New Urbanism August 2013 - Present
Real Estate Council of Austin 1990 - 2013
Allen E. Green, CCIM June 2009 - February 2012
Brotherhood of the Knights of the Vine 2011 - 2012
Wells Fargo Private Bank November 2008 - May 2009
Northern Trust May 2005 - October 2008
Long Center for the Performing Arts 2002 - 2006
Bank of America January 1997 - April 2005
Skills
Investments, Asset Managment, Real Estate, Portfolio Management, Investment Properties, Valuation, Real Estate Economics, Business Development, Strategy, Leases, Leadership, Property Management, Banking, Loans, Management, Negotiation, Commercial Real Estate, Brokerage, Non-profits, Project Management, Asset Management, Wealth Management, Finance, Nonprofits, Analysis, Disposition, Real Estate Transactions, Due Diligence, Financial Services, Property, Private Equity, Sales, Mergers & Acquisitions, CRM, Real Estate Financing, Real Estate Development, Acquisitions, Investors, Location Intelligence, Corporate Real Estate, Contract Negotiation, Land Acquisition, Lease Negotiations, Residential Homes, Real Property, Tenant Representation, Tenant, Lease Administration, Venture Capital, Sellers
Education
The University of Texas at Austin 1970 — 1974
BA, Philosophy
St. Mark's School of Texas
A.J. Walia's Wells Fargo Private Bank Experience July 2001 - April 2006
Job Financial Consultant at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments September 2010 - Present
J.P. Morgan Chase October 2009 - September 2010
Merrill Lynch April 2006 - March 2009
Wells Fargo Private Bank July 2001 - April 2006
Skills
Wealth Management, Strategic Financial..., Retirement Planning, Financial Services, 401k, Investment Strategies, Relationship Management, Financial Advisory, Investment Advisory, Securities, Financial Analysis
Education
San Jose State University 2001 — 2003
Bachelor of Science (BS), Management Information Systems
Fidelity Investments September 2010 - Present
J.P. Morgan Chase October 2009 - September 2010
Merrill Lynch April 2006 - March 2009
Wells Fargo Private Bank July 2001 - April 2006
Skills
Wealth Management, Strategic Financial..., Retirement Planning, Financial Services, 401k, Investment Strategies, Relationship Management, Financial Advisory, Investment Advisory, Securities, Financial Analysis
Education
San Jose State University 2001 — 2003
Bachelor of Science (BS), Management Information Systems
Kim Smith Ferguson, CTFA Kim Smith Ferguson, CTFA's Wells Fargo Private Bank Experience February 2002 - May 2015
Job Senior Trust Administrator at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo May 2015 - Present
Wells Fargo Private Bank February 2002 - May 2015
Bank of America March 1994 - December 2001
Bank of America April 1989 - December 1991
Bank of America January 1985 - March 1989
Skills
Wealth Management, Trust Services, Banking, Wealth Management..., Retirement Planning, Trust Management, Investments, Portfolio Management, Private Banking, Strategic Financial..., Mutual Funds, Estate Administration, Estate Planning, Fiduciary, High Net Worth..., Financial Planning
Education
Cannon Trust School
Personal Trust
Oglethorpe University
Certifcate of Completion, Certified Financial Planner program
The University of Texas at Austin
BFA, Illustration and Commercial Art
Wells Fargo May 2015 - Present
Wells Fargo Private Bank February 2002 - May 2015
Bank of America March 1994 - December 2001
Bank of America April 1989 - December 1991
Bank of America January 1985 - March 1989
Skills
Wealth Management, Trust Services, Banking, Wealth Management..., Retirement Planning, Trust Management, Investments, Portfolio Management, Private Banking, Strategic Financial..., Mutual Funds, Estate Administration, Estate Planning, Fiduciary, High Net Worth..., Financial Planning
Education
Cannon Trust School
Personal Trust
Oglethorpe University
Certifcate of Completion, Certified Financial Planner program
The University of Texas at Austin
BFA, Illustration and Commercial Art
Kelley Matthews Kelley Matthews's Wells Fargo Private Bank Experience May 2007 - May 2012
Job First Vice President at SunTrust Private Wealth Managment
Industry Financial Services
Experience
SunTrust Private Wealth Managment July 2013 - Present
BBVA Compass Wealth Management May 2012 - July 2013
Wells Fargo Private Bank May 2007 - May 2012
SunTrust Bank December 2001 - May 2007
UBS 1998 - 2001
GE Plastics 1989 - 1997
GE Plastics 1989 - 1997
Air Products and Chemicals October 1987 - September 1989
Skills
Risk Management, Credit, Financial Planning
Education
MBA 2003 — 2005
MBA, Business, Marketing, E-Commerce
State University of New York College at Oswego 1981 — 1985
BA, Political Science
SunTrust Private Wealth Managment July 2013 - Present
BBVA Compass Wealth Management May 2012 - July 2013
Wells Fargo Private Bank May 2007 - May 2012
SunTrust Bank December 2001 - May 2007
UBS 1998 - 2001
GE Plastics 1989 - 1997
GE Plastics 1989 - 1997
Air Products and Chemicals October 1987 - September 1989
Skills
Risk Management, Credit, Financial Planning
Education
MBA 2003 — 2005
MBA, Business, Marketing, E-Commerce
State University of New York College at Oswego 1981 — 1985
BA, Political Science
Dan Wrigley Dan Wrigley's Wells Fargo Private Bank Experience September 1997 - Present
Job Senior Vice President, Regional Investment Manager Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo Private Bank September 1997 - Present
Wells Fargo Private Bank April 2008 - August 2011
Wells Fargo Private Bank September 1997 - March 2008
American Express March 1997 - September 1997
Skills
Wealth Management, Portfolio Management, Investments, Asset Management, Retirement Planning, Estate Planning, Asset Allocation, Risk Management, Alternative Investments, Fixed Income Strategies, Equities, Hedge Funds, High Net Worth..., Planning, Trusts, Financial Planning, Succession Planning, Private Banking, Credit, Banking, Investment Advisory, Compliance, Sales Management, Analysis, Financial Analysis, Wealth Management..., Finance
Education
University of Washington 1995 — 1996
M.A., Speech Communication
St. Olaf College 1991 — 1995
B.A., English & Speech Communication
Wells Fargo Private Bank September 1997 - Present
Wells Fargo Private Bank April 2008 - August 2011
Wells Fargo Private Bank September 1997 - March 2008
American Express March 1997 - September 1997
Skills
Wealth Management, Portfolio Management, Investments, Asset Management, Retirement Planning, Estate Planning, Asset Allocation, Risk Management, Alternative Investments, Fixed Income Strategies, Equities, Hedge Funds, High Net Worth..., Planning, Trusts, Financial Planning, Succession Planning, Private Banking, Credit, Banking, Investment Advisory, Compliance, Sales Management, Analysis, Financial Analysis, Wealth Management..., Finance
Education
University of Washington 1995 — 1996
M.A., Speech Communication
St. Olaf College 1991 — 1995
B.A., English & Speech Communication
Andrew Bayerl, CFA's Wells Fargo Private Bank Experience May 2007 - November 2011
Job Fixed Income Product Management at Wellington Management
Industry Investment Management
Experience
Wellington Management May 2015 - Present
Wellington Management November 2011 - April 2015
Wells Fargo Private Bank May 2007 - November 2011
Education
Providence College 2003 — 2007
B.S. Finance
St. John's Prep
Wellington Management May 2015 - Present
Wellington Management November 2011 - April 2015
Wells Fargo Private Bank May 2007 - November 2011
Education
Providence College 2003 — 2007
B.S. Finance
St. John's Prep
Ingrid Hsia's Wells Fargo Private Bank Experience 2007 - 2009
Job SVP, Wealth Strategist at US Trust
Industry Law Practice
Experience
US Trust May 2011 - Present
The Law Offices of Ingrid Hsia April 2009 - May 2011
Wells Fargo Private Bank 2007 - 2009
Hanson Bridgett LLP 2006 - 2007
Ramsbacher Prokey, LP 2004 - 2006
Crist, Schultz, Biorn, Shepherd 2001 - 2004
Skills
Trusts, Wealth Management..., Asset Management, Estate Planning, Portfolio Management, Wealth Management, Strategy, Strategic Planning, Asset Allocation, Estate Law, Alternative Investments, High Net Worth..., Succession Planning, Asset Protection, Investment Management, Trust Services
Education
Rutgers University School of Law - Newark 1997 — 2000
JD
Rutgers University-New Brunswick 1991 — 1995
BA, English and Political Science double major; minor in French
US Trust May 2011 - Present
The Law Offices of Ingrid Hsia April 2009 - May 2011
Wells Fargo Private Bank 2007 - 2009
Hanson Bridgett LLP 2006 - 2007
Ramsbacher Prokey, LP 2004 - 2006
Crist, Schultz, Biorn, Shepherd 2001 - 2004
Skills
Trusts, Wealth Management..., Asset Management, Estate Planning, Portfolio Management, Wealth Management, Strategy, Strategic Planning, Asset Allocation, Estate Law, Alternative Investments, High Net Worth..., Succession Planning, Asset Protection, Investment Management, Trust Services
Education
Rutgers University School of Law - Newark 1997 — 2000
JD
Rutgers University-New Brunswick 1991 — 1995
BA, English and Political Science double major; minor in French
Rory Clements, CFP's Wells Fargo Private Bank Experience July 2008 - Present
Job Wealth Advisor at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank July 2008 - Present
Wells Fargo June 2007 - June 2008
Smith Barney July 2004 - June 2007
Pacific Capital Resource Group September 2001 - June 2004
Skills
Wealth Management, Series 7, Wealth Transfer, Series 66, Asset Allocation, High Net Worth..., Financial Planning, Trust Services, Investment Advisory, Comprehensive Wealth..., Insurance, Investment Strategies, Mutual Funds, Retirement Planning, Strategic Financial..., Wealth, Wealth Management..., Finance, Portfolio Management, Investments
Education
The American College 2001 — 2003
Washington State University - College of Business and Economics 1997 — 2001
Bachelor's degree, Business - Finance
Wells Fargo Private Bank July 2008 - Present
Wells Fargo June 2007 - June 2008
Smith Barney July 2004 - June 2007
Pacific Capital Resource Group September 2001 - June 2004
Skills
Wealth Management, Series 7, Wealth Transfer, Series 66, Asset Allocation, High Net Worth..., Financial Planning, Trust Services, Investment Advisory, Comprehensive Wealth..., Insurance, Investment Strategies, Mutual Funds, Retirement Planning, Strategic Financial..., Wealth, Wealth Management..., Finance, Portfolio Management, Investments
Education
The American College 2001 — 2003
Washington State University - College of Business and Economics 1997 — 2001
Bachelor's degree, Business - Finance
Anna (Hernandez) Jang's Wells Fargo Private Bank Experience February 2005 - July 2007
Job Global Banking Relationship Associate at Wells Fargo Global Bank
Industry Banking
Experience
Wells Fargo Global Bank July 2007 - Present
Wells Fargo Private Bank February 2005 - July 2007
Wells Fargo Bank 2003 - 2005
Skills
Banking, Credit, Commercial Banking, Portfolio Management, Credit Analysis, Relationship Management, Wealth Management
Education
San Jose State University 1999 — 2006
Bachelor of Science, Business Administration, Management
James Logan High School
Wells Fargo Global Bank July 2007 - Present
Wells Fargo Private Bank February 2005 - July 2007
Wells Fargo Bank 2003 - 2005
Skills
Banking, Credit, Commercial Banking, Portfolio Management, Credit Analysis, Relationship Management, Wealth Management
Education
San Jose State University 1999 — 2006
Bachelor of Science, Business Administration, Management
James Logan High School
Eileen Minnick, CTFA's Wells Fargo Private Bank Experience April 1982 - Present
Job Senior Vice President at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Private Bank April 1982 - Present
Education
Atlantic High School
Northwestern University
Graduate Trust School
Wells Fargo Private Bank April 1982 - Present
Education
Atlantic High School
Northwestern University
Graduate Trust School
Adam Olszowy's Wells Fargo Private Bank Experience September 2010 - Present
Job Senior Vice President Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo Private Bank September 2010 - Present
Royal Bank of Canada - International Wealth Management April 2005 - September 2010
Commerce Bank 2001 - 2005
Skills
Loans, Banking, Commercial Lending, Commercial Banking, Credit, Private Banking, Small Business Lending, Credit Analysis, Portfolio Management, Mortgage Lending, Credit Risk, Consumer Lending, Loan Origination, Wealth Management, Commercial Mortgages
Education
Rutgers, The State University of New Jersey-New Brunswick 1996 — 2001
Economics, Economics
Middletown High School North 1992 — 1996
Wells Fargo Private Bank September 2010 - Present
Royal Bank of Canada - International Wealth Management April 2005 - September 2010
Commerce Bank 2001 - 2005
Skills
Loans, Banking, Commercial Lending, Commercial Banking, Credit, Private Banking, Small Business Lending, Credit Analysis, Portfolio Management, Mortgage Lending, Credit Risk, Consumer Lending, Loan Origination, Wealth Management, Commercial Mortgages
Education
Rutgers, The State University of New Jersey-New Brunswick 1996 — 2001
Economics, Economics
Middletown High School North 1992 — 1996
Michelle Walla's Wells Fargo Private Bank Experience June 2012 - August 2012
Job Senior Treasury Analyst at HewlettPackard
Industry Information Technology and Services
Experience
Hewlett-Packard July 2014 - February 2015
Hewlett-Packard July 2013 - June 2014
Wells Fargo Private Bank June 2012 - August 2012
JPMorgan Chase November 2008 - July 2011
JPMorgan Chase May 2007 - October 2008
JPMorgan Chase May 2005 - March 2007
JPMorgan Chase February 2004 - May 2005
Invesco Ltd. May 2000 - February 2004
Skills
Series 7, Asset Allocation, Personal Finance, Financial Statement..., Credit Analysis, Market Analysis, Research, Series 63, CRM, Wealth Management, Financial Analysis, Financial Modeling, MS Excel Pivot Tables, Valuation, Leadership, Banking, Spanish, Problem Solving, Team Building, Series 66, Texas Health and Life..., Strategic Financial..., Corporate Finance, Investments, Equities, Finance, Fixed Income, Strategy, Financial Services, Mutual Funds, Analysis, Credit, Financial Advisory, Business Planning, Trading, Bonds, Bloomberg, Asset Management, Capital Markets
Education
Southern Methodist University - Cox School of Business 2011 — 2013
MBA, Finance and Accounting
The University of Texas at Austin
B.A., Economics
Hewlett-Packard July 2014 - February 2015
Hewlett-Packard July 2013 - June 2014
Wells Fargo Private Bank June 2012 - August 2012
JPMorgan Chase November 2008 - July 2011
JPMorgan Chase May 2007 - October 2008
JPMorgan Chase May 2005 - March 2007
JPMorgan Chase February 2004 - May 2005
Invesco Ltd. May 2000 - February 2004
Skills
Series 7, Asset Allocation, Personal Finance, Financial Statement..., Credit Analysis, Market Analysis, Research, Series 63, CRM, Wealth Management, Financial Analysis, Financial Modeling, MS Excel Pivot Tables, Valuation, Leadership, Banking, Spanish, Problem Solving, Team Building, Series 66, Texas Health and Life..., Strategic Financial..., Corporate Finance, Investments, Equities, Finance, Fixed Income, Strategy, Financial Services, Mutual Funds, Analysis, Credit, Financial Advisory, Business Planning, Trading, Bonds, Bloomberg, Asset Management, Capital Markets
Education
Southern Methodist University - Cox School of Business 2011 — 2013
MBA, Finance and Accounting
The University of Texas at Austin
B.A., Economics
Danielle Lares-Bouharoun's Wells Fargo Private Bank Experience 2009 - Present
Job Senior Vice President at Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo Private Bank 2009 - Present
Bank of America/ U.S. Trust August 1986 - April 2009
Skills
Portfolio Management, Investments, Banking, Credit, Risk Management, Asset Managment, Asset Management, Commercial Lending, Wealth Management, Financial Services, Relationship Management, Strategic Financial..., Mergers & Acquisitions, Mortgage Lending, Executive Management, Series 7, Finance, Customer Satisfaction, Private Equity, Financial Modeling, Due Diligence, Loans, Securities, Valuation, Financial Analysis, Mutual Funds, Credit Analysis, Investment Advisory, Asset Allocation, Wealth Management..., Alternative Investments, Equities, Venture Capital, Private Banking
Education
Rollins College
Bachelors, Political Science
Wells Fargo Private Bank 2009 - Present
Bank of America/ U.S. Trust August 1986 - April 2009
Skills
Portfolio Management, Investments, Banking, Credit, Risk Management, Asset Managment, Asset Management, Commercial Lending, Wealth Management, Financial Services, Relationship Management, Strategic Financial..., Mergers & Acquisitions, Mortgage Lending, Executive Management, Series 7, Finance, Customer Satisfaction, Private Equity, Financial Modeling, Due Diligence, Loans, Securities, Valuation, Financial Analysis, Mutual Funds, Credit Analysis, Investment Advisory, Asset Allocation, Wealth Management..., Alternative Investments, Equities, Venture Capital, Private Banking
Education
Rollins College
Bachelors, Political Science
Jason Napoli, ChFC, AAMS's Wells Fargo Private Bank Experience July 2006 - September 2007
Job President and Chief Investment Officer at High Country Capital Management
Industry Investment Management
Experience
High Country Capital Management February 2012 - Present
Atlas Energy 2009 - March 2012
JPMorgan Chase June 2008 - March 2009
Cole Partners Asset Management October 2007 - May 2008
Wells Fargo Private Bank July 2006 - September 2007
TIAA-CREF Trust Company August 1998 - June 2006
Skills
Investments, Investment Advisory, Investment Management, Alternative Investments, Investment Strategies, Wealth Management, Financial Advisory, Holistic Financial..., Personal Financial..., Financial Planners, Retirement Planning, 401k Rollovers, 401k, IRAs, Stocks, Bonds, Hedge Funds, Managed Futures, Socially Responsible..., Commodity Markets, Mutual Funds, ETFs, Asset Managment, Asset Allocation, Registered Investment..., Asset Management, Series 63, Financial Planning
Education
University of Colorado at Denver 2001 — 2004
MBA
Regis University 1991 — 1995
BA
High Country Capital Management February 2012 - Present
Atlas Energy 2009 - March 2012
JPMorgan Chase June 2008 - March 2009
Cole Partners Asset Management October 2007 - May 2008
Wells Fargo Private Bank July 2006 - September 2007
TIAA-CREF Trust Company August 1998 - June 2006
Skills
Investments, Investment Advisory, Investment Management, Alternative Investments, Investment Strategies, Wealth Management, Financial Advisory, Holistic Financial..., Personal Financial..., Financial Planners, Retirement Planning, 401k Rollovers, 401k, IRAs, Stocks, Bonds, Hedge Funds, Managed Futures, Socially Responsible..., Commodity Markets, Mutual Funds, ETFs, Asset Managment, Asset Allocation, Registered Investment..., Asset Management, Series 63, Financial Planning
Education
University of Colorado at Denver 2001 — 2004
MBA
Regis University 1991 — 1995
BA
David Lipsey's Wells Fargo Private Bank Experience April 2014 - Present
Job Sr. Fixed Income Manager at Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo Private Bank April 2014 - Present
Payden & Rygel May 2003 - April 2014
Bank of America September 1999 - April 2003
Bank of America 1999 - April 2003
City National Bank 1996 - 1999
First Interstate Bank 1990 - 1996
Skills
Asset Allocation, Investments, Mutual Funds, Bonds, High Net Worth..., Portfolio Management, Fixed Income, Asset Managment, Equities, Bloomberg, Investment Management, Investment Strategies, Wealth Management, Capital Markets, Equity Research, Securities
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1988 — 1990
MBA, Finance
University of California, Los Angeles 1982 — 1986
Bachelor of Arts, Political Science
University High School 1979 — 1982
Wells Fargo Private Bank April 2014 - Present
Payden & Rygel May 2003 - April 2014
Bank of America September 1999 - April 2003
Bank of America 1999 - April 2003
City National Bank 1996 - 1999
First Interstate Bank 1990 - 1996
Skills
Asset Allocation, Investments, Mutual Funds, Bonds, High Net Worth..., Portfolio Management, Fixed Income, Asset Managment, Equities, Bloomberg, Investment Management, Investment Strategies, Wealth Management, Capital Markets, Equity Research, Securities
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1988 — 1990
MBA, Finance
University of California, Los Angeles 1982 — 1986
Bachelor of Arts, Political Science
University High School 1979 — 1982
Catherine McDermott's Wells Fargo Private Bank Experience November 2013 - Present
Job Senior Vice President at Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo Private Bank November 2013 - Present
Wells Fargo Private Bank May 2003 - November 2013
Cadwalader, Wickersham & Taft LLP March 2000 - March 2003
Walter, Conston, Alexander & Green (now Alston & Bird) September 1998 - March 2000
Drinker Biddle & Reath LLP June 1996 - September 1998
Skills
Mergers & Acquisitions
Education
New York University School of Law 1998 — 2001
L.LM., Tax Law
Rutgers University School of Law - Newark 1994 — 1997
J.D., Law
University of Notre Dame 1988 — 1992
B.A., Economics and Philosophy
Wells Fargo Private Bank November 2013 - Present
Wells Fargo Private Bank May 2003 - November 2013
Cadwalader, Wickersham & Taft LLP March 2000 - March 2003
Walter, Conston, Alexander & Green (now Alston & Bird) September 1998 - March 2000
Drinker Biddle & Reath LLP June 1996 - September 1998
Skills
Mergers & Acquisitions
Education
New York University School of Law 1998 — 2001
L.LM., Tax Law
Rutgers University School of Law - Newark 1994 — 1997
J.D., Law
University of Notre Dame 1988 — 1992
B.A., Economics and Philosophy
Kevin R Walker's Wells Fargo Private Bank Experience June 2008 - December 2010
Job Morgan Stanley Private Wealth Management
Industry Investment Management
Experience
Morgan Stanley Private Wealth Management June 2015 - Present
VALIC November 2012 - November 2014
PNC Wealth Management January 2011 - June 2012
Wells Fargo Private Bank June 2008 - December 2010
Merrill Lynch June 2006 - June 2008
JP Morgan Private Bank August 2002 - June 2006
SALOMON SMITH BARNEY 2000 - 2003
Skills
Private Banking, Finance, Wealth, High Net Worth..., Wealth Management, Series 7, Retirement Planning, Investments, Portfolio Management, Mutual Funds, Strategic Financial..., Asset Allocation, Equities, Investment Advisory, Fixed Income, Investment Strategies, Financial Planning, Financial Services, Retirement, Wealth Management...
Education
State University of New York College at Oswego
Bachelor’s Degree, Marketing / Finance
Morgan Stanley Private Wealth Management June 2015 - Present
VALIC November 2012 - November 2014
PNC Wealth Management January 2011 - June 2012
Wells Fargo Private Bank June 2008 - December 2010
Merrill Lynch June 2006 - June 2008
JP Morgan Private Bank August 2002 - June 2006
SALOMON SMITH BARNEY 2000 - 2003
Skills
Private Banking, Finance, Wealth, High Net Worth..., Wealth Management, Series 7, Retirement Planning, Investments, Portfolio Management, Mutual Funds, Strategic Financial..., Asset Allocation, Equities, Investment Advisory, Fixed Income, Investment Strategies, Financial Planning, Financial Services, Retirement, Wealth Management...
Education
State University of New York College at Oswego
Bachelor’s Degree, Marketing / Finance
Craig Ratz's Wells Fargo Private Bank Experience 2000 - 2005
Job Senior Financial Planner at BMO Harris Private Banking
Industry Financial Services
Experience
BMO Harris Private Banking July 2013 - Present
Wells Fargo - Family Wealth Group 2007 - July 2013
GMAC-RFC 2005 - 2007
Wells Fargo Private Bank 2000 - 2005
Wells Fargo Home Mortgage November 1996 - August 2000
Wells Fargo Home Mortgage 1995 - 2000
Univ. of MN June 1991 - November 1996
University of Minnesota 1991 - 1995
Skills
Financial Planning, Financial Engineering, Data Mining
Education
The American College 2006 — 2007
CFP, Financial Planning
University of Minnesota 1987 — 1991
Bachelor of Science, Biochemistry
University of Minnesota-Twin Cities 1987 — 1991
Bachelors of Science, Biochemistry
BMO Harris Private Banking July 2013 - Present
Wells Fargo - Family Wealth Group 2007 - July 2013
GMAC-RFC 2005 - 2007
Wells Fargo Private Bank 2000 - 2005
Wells Fargo Home Mortgage November 1996 - August 2000
Wells Fargo Home Mortgage 1995 - 2000
Univ. of MN June 1991 - November 1996
University of Minnesota 1991 - 1995
Skills
Financial Planning, Financial Engineering, Data Mining
Education
The American College 2006 — 2007
CFP, Financial Planning
University of Minnesota 1987 — 1991
Bachelor of Science, Biochemistry
University of Minnesota-Twin Cities 1987 — 1991
Bachelors of Science, Biochemistry
Eric J. Smith's Wells Fargo Private Bank Experience February 2008 - Present
Job SVP Senior Wealth Planning Strategist at Wells Fargo The Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank February 2008 - Present
Education
The Evergreen State College
BA, History; Political Science
University of California, Davis - School of Law
JD, Law
University of Florida - Fredric G. Levin College of Law
LL.M., Taxation
Wells Fargo Private Bank February 2008 - Present
Education
The Evergreen State College
BA, History; Political Science
University of California, Davis - School of Law
JD, Law
University of Florida - Fredric G. Levin College of Law
LL.M., Taxation
Erik Landsness's Wells Fargo Private Bank Experience 2005 - 2006
Job Broadmark Asset Management LLC
Industry Investment Management
Experience
Broadmark Asset Management LLC September 2013 - Present
Secure Strategy Group, LLC July 2013 - Present
Revere Capital Advisors LLC January 2008 - August 2013
Advanced Equities August 2007 - January 2008
The Steele Foundation 2006 - 2007
Wells Fargo Private Bank 2005 - 2006
WestLB Panmure 2001 - 2004
Thomas Weisel Partners 2000 - 2001
Volpe Brown Whelan 1999 - 2000
Yorkton Securities Inc. (now Macquarie Capital Markets) 1996 - 1999
Skills
Hedge Funds, Private Equity, Investments, Equities, Asset Managment, Fund Of Funds, Capital, Business Development, Investment Strategies, Alternative Investments, Investment Management, Management, Emerging Markets, Asset Management, Financial Advisory, Strategy, Investor Relations, Investment Advisory, Equity Research, Finance, Capital Markets, Due Diligence
Education
Richmond, The American International University in London 1994 — 1994
MBA
Pepperdine University, The George L. Graziadio School of Business and Management
Certificate in Financial Management for the Family Office [CFMFO]
St. Mary's College of California
Bachelor of Science (BS)
The Thacher School
Broadmark Asset Management LLC September 2013 - Present
Secure Strategy Group, LLC July 2013 - Present
Revere Capital Advisors LLC January 2008 - August 2013
Advanced Equities August 2007 - January 2008
The Steele Foundation 2006 - 2007
Wells Fargo Private Bank 2005 - 2006
WestLB Panmure 2001 - 2004
Thomas Weisel Partners 2000 - 2001
Volpe Brown Whelan 1999 - 2000
Yorkton Securities Inc. (now Macquarie Capital Markets) 1996 - 1999
Skills
Hedge Funds, Private Equity, Investments, Equities, Asset Managment, Fund Of Funds, Capital, Business Development, Investment Strategies, Alternative Investments, Investment Management, Management, Emerging Markets, Asset Management, Financial Advisory, Strategy, Investor Relations, Investment Advisory, Equity Research, Finance, Capital Markets, Due Diligence
Education
Richmond, The American International University in London 1994 — 1994
MBA
Pepperdine University, The George L. Graziadio School of Business and Management
Certificate in Financial Management for the Family Office [CFMFO]
St. Mary's College of California
Bachelor of Science (BS)
The Thacher School
Brian G. Green's Wells Fargo Private Bank Experience November 1997 - Present
Job Investment Manager with the Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo Private Bank November 1997 - Present
Education
Queens University of Charlotte 2003 — 2005
CFP, Certified Financial Planner
University of South Carolina - Darla Moore School of Business 1993 — 1997
University of South Carolina-Columbia 1993 — 1997
Bachelors of Science, Business Administration
Wells Fargo Private Bank November 1997 - Present
Education
Queens University of Charlotte 2003 — 2005
CFP, Certified Financial Planner
University of South Carolina - Darla Moore School of Business 1993 — 1997
University of South Carolina-Columbia 1993 — 1997
Bachelors of Science, Business Administration
Mark Smigelski's Wells Fargo Private Bank Experience PMB BankerWells Fargo1985 - Present
Job Private Mortgage Banker at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank PMB BankerWells Fargo1985 - Present
Education
The George Washington University 1973 — 1978
Wells Fargo Private Bank PMB BankerWells Fargo1985 - Present
Education
The George Washington University 1973 — 1978
Janet Mazzoni's Wells Fargo Private Bank Experience December 2010 - Present
Job Vice President at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank December 2010 - Present
Morgan Stanley June 2004 - December 2010
Pacific Trust Bank September 2002 - June 2004
Skills
Mortgage Lending, Commercial Lending, Series 7, Capital Markets, Portfolio Management, Credit, Banking, Wealth Management, Credit Analysis, Loans, Financial Modeling, Securities
Education
San Diego State University-California State University 1999 — 2000
MBA, Business-Finance
Stockton University 1986 — 1990
BA, Business Finance
Wells Fargo Private Bank December 2010 - Present
Morgan Stanley June 2004 - December 2010
Pacific Trust Bank September 2002 - June 2004
Skills
Mortgage Lending, Commercial Lending, Series 7, Capital Markets, Portfolio Management, Credit, Banking, Wealth Management, Credit Analysis, Loans, Financial Modeling, Securities
Education
San Diego State University-California State University 1999 — 2000
MBA, Business-Finance
Stockton University 1986 — 1990
BA, Business Finance
Peter Kien's Wells Fargo Private Bank Experience January 2009 - Present
Job Senior Vice President at Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo Private Bank January 2009 - Present
Education
Strayer University 2000 — 2004
Wells Fargo Private Bank January 2009 - Present
Education
Strayer University 2000 — 2004
Douglas Chasser's Wells Fargo Private Bank Experience March 2014 - Present
Job Private Banker / Vice President at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank March 2014 - Present
Wells Fargo Bank November 2011 - March 2014
Wells Fargo Advisors November 2011 - March 2014
Wells Fargo Bank January 2010 - November 2011
Wachovia, A Wells Fargo Company October 2007 - January 2010
Wachovia, A Wells Fargo Company May 2006 - October 2007
AIG June 2005 - May 2006
Skills
Series 7, Series 63, Retirement Planning, Investments, Wealth Management, Loans, Private Banking, Small Business Lending, Banking, Retirement, Credit, Mutual Funds, Commercial Lending, Portfolio Management, Finance, Mortgage Lending, Securities, Credit Analysis, Financial Services, Strategic Financial..., Commercial Banking, Asset Allocation, Relationship Management, Asset Management, Equities, Fixed Income, Financial Analysis, Risk Management, Consumer Lending, Estate Planning, Insurance, Loan Origination, Customer Service, Lines Of Credit, Investment Advisory, Mortgage Banking, Financial Advisory, Underwriting, Credit Risk, Cash Management
Education
Stetson University 2001 — 2005
B.B.A., Business
Avon Old Farms School 1997 — 2001
Wells Fargo Private Bank March 2014 - Present
Wells Fargo Bank November 2011 - March 2014
Wells Fargo Advisors November 2011 - March 2014
Wells Fargo Bank January 2010 - November 2011
Wachovia, A Wells Fargo Company October 2007 - January 2010
Wachovia, A Wells Fargo Company May 2006 - October 2007
AIG June 2005 - May 2006
Skills
Series 7, Series 63, Retirement Planning, Investments, Wealth Management, Loans, Private Banking, Small Business Lending, Banking, Retirement, Credit, Mutual Funds, Commercial Lending, Portfolio Management, Finance, Mortgage Lending, Securities, Credit Analysis, Financial Services, Strategic Financial..., Commercial Banking, Asset Allocation, Relationship Management, Asset Management, Equities, Fixed Income, Financial Analysis, Risk Management, Consumer Lending, Estate Planning, Insurance, Loan Origination, Customer Service, Lines Of Credit, Investment Advisory, Mortgage Banking, Financial Advisory, Underwriting, Credit Risk, Cash Management
Education
Stetson University 2001 — 2005
B.B.A., Business
Avon Old Farms School 1997 — 2001
William Keller's Wells Fargo Private Bank Experience May 2011 - Present
Job Regional Investment Manager at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank May 2011 - Present
Bank of America October 2008 - May 2011
US Trust/Bank of America October 2008 - May 2011
US Trust, Bank Of America Private Wealth Management October 2008 - May 2011
PNC Wealth Management 2001 - September 2008
Skills
Portfolio Management, Investments, Leadership, Management, New Business Development, Investment Strategies, Wealth Management, Asset Allocation, Alternative Investments, Asset Management, Investment Advisory, Mutual Funds, Wealth Management..., Investment Management, Equities, Fixed Income, High Net Worth..., Wealth
Education
Penn State University 1985 — 1990
Bachelor of Arts (BA), Economics
Wells Fargo Private Bank May 2011 - Present
Bank of America October 2008 - May 2011
US Trust/Bank of America October 2008 - May 2011
US Trust, Bank Of America Private Wealth Management October 2008 - May 2011
PNC Wealth Management 2001 - September 2008
Skills
Portfolio Management, Investments, Leadership, Management, New Business Development, Investment Strategies, Wealth Management, Asset Allocation, Alternative Investments, Asset Management, Investment Advisory, Mutual Funds, Wealth Management..., Investment Management, Equities, Fixed Income, High Net Worth..., Wealth
Education
Penn State University 1985 — 1990
Bachelor of Arts (BA), Economics
Shane Foley's Wells Fargo Private Bank Experience August 2008 - Present
Job Vice President, Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank August 2008 - Present
Access Capital June 2004 - July 2008
Anvil Funding Corporation July 2003 - June 2005
Skills
Banking, Risk Management, Marketing, Financial Analysis, New Business Development, Real Estate, Sales, Budgets, Asset Managment, Sales Management, Start-ups, Strategic Planning, Contract Negotiation, Business Development, Social Media, Strategic Financial..., Public Speaking, Due Diligence, Leadership, Negotiation, Investments, Asset Management, Commercial Lending, Entrepreneurship, Executive Management, Finance, Financial Modeling, Financial Services, Insurance, Intercollegiate..., Loans, Management, Strategy, Training, Valuation
Education
University of Southern California 1986 — 1991
BA, BS, Political Science, Communications, Business
Pepperdine University, The George L. Graziadio School of Business and Management
Wells Fargo Private Bank August 2008 - Present
Access Capital June 2004 - July 2008
Anvil Funding Corporation July 2003 - June 2005
Skills
Banking, Risk Management, Marketing, Financial Analysis, New Business Development, Real Estate, Sales, Budgets, Asset Managment, Sales Management, Start-ups, Strategic Planning, Contract Negotiation, Business Development, Social Media, Strategic Financial..., Public Speaking, Due Diligence, Leadership, Negotiation, Investments, Asset Management, Commercial Lending, Entrepreneurship, Executive Management, Finance, Financial Modeling, Financial Services, Insurance, Intercollegiate..., Loans, Management, Strategy, Training, Valuation
Education
University of Southern California 1986 — 1991
BA, BS, Political Science, Communications, Business
Pepperdine University, The George L. Graziadio School of Business and Management
Richard Byrd's Wells Fargo Private Bank Experience 2002 - 2005
Job EVP, Regional Managing Director at Wells Fargo Family Wealth
Industry Financial Services
Experience
Abbot Downing/Wells Fargo October 2010 - Present
Bank of the West May 2008 - September 2010
City National Bank July 2005 - May 2008
Wells Fargo Private Bank 2002 - 2005
Wells Fargo Bank 1998 - 2005
Wells Fargo, Private Client Group April 1997 - February 2002
Skills
Management, Private Banking, Strategy, Wealth Management
Education
Santa Clara University 1988 — 1993
MBA, Finance
University of California, Santa Barbara 1978 — 1983
BA, Economics
Abbot Downing/Wells Fargo October 2010 - Present
Bank of the West May 2008 - September 2010
City National Bank July 2005 - May 2008
Wells Fargo Private Bank 2002 - 2005
Wells Fargo Bank 1998 - 2005
Wells Fargo, Private Client Group April 1997 - February 2002
Skills
Management, Private Banking, Strategy, Wealth Management
Education
Santa Clara University 1988 — 1993
MBA, Finance
University of California, Santa Barbara 1978 — 1983
BA, Economics
Carla Wigen's Wells Fargo Private Bank Experience June 2010 - Present
Job Regional Fiduciary Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Private Bank June 2010 - Present
Skills
Estate Planning, Trusts
Education
University of Washington School of Law 1995 — 1997
LL.M., Taxation
Seattle University School of Law 1993 — 1995
JD, LAW
University of Washington 1983 — 1987
BA, Accounting
Wells Fargo Private Bank June 2010 - Present
Skills
Estate Planning, Trusts
Education
University of Washington School of Law 1995 — 1997
LL.M., Taxation
Seattle University School of Law 1993 — 1995
JD, LAW
University of Washington 1983 — 1987
BA, Accounting
John Massaro's Wells Fargo Private Bank Experience 2003 - Present
Job Wealth Advisor /SVP for the Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank 2003 - Present
Wachovia Bank 1993 - 2003
Skills
Client Needs, Commercial Lending, Consumer Lending, Sales Process, Strategic Financial..., Wealth Management, Relationship Management, Private Banking
Education
St. Joseph's University 1990 — 1993
MBA, Management and Finance
Millersville University 1981 — 1985
Business Admin, Management, Finance; Psychology minor
Wells Fargo Private Bank 2003 - Present
Wachovia Bank 1993 - 2003
Skills
Client Needs, Commercial Lending, Consumer Lending, Sales Process, Strategic Financial..., Wealth Management, Relationship Management, Private Banking
Education
St. Joseph's University 1990 — 1993
MBA, Management and Finance
Millersville University 1981 — 1985
Business Admin, Management, Finance; Psychology minor
Brent Fischer, ChFC's Wells Fargo Private Bank Experience October 2012 - Present
Job Wealth Planning Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Private Bank October 2012 - Present
Thrivent Financial for Lutherans July 2002 - October 2012
Accenture March 1997 - July 2002
American Standard August 1996 - April 1997
Skills
Strategic Financial..., Financial Services, Financial Planners, Wealth Management..., Retirement Planning, Retirement, Wealth Management, Mutual Funds, Fixed Annuities, Series 63, IRAs, Investment Advisory, Estate Planning, Financial Advisory, Investment Strategies, Investments, 401k, Securities, Asset Management
Education
The University of North Dakota 1989 — 1994
Bachelor of Science, Business Management, Marketing
Washburn
Wells Fargo Private Bank October 2012 - Present
Thrivent Financial for Lutherans July 2002 - October 2012
Accenture March 1997 - July 2002
American Standard August 1996 - April 1997
Skills
Strategic Financial..., Financial Services, Financial Planners, Wealth Management..., Retirement Planning, Retirement, Wealth Management, Mutual Funds, Fixed Annuities, Series 63, IRAs, Investment Advisory, Estate Planning, Financial Advisory, Investment Strategies, Investments, 401k, Securities, Asset Management
Education
The University of North Dakota 1989 — 1994
Bachelor of Science, Business Management, Marketing
Washburn
Joseph Joe Fahey, CFA's Wells Fargo Private Bank Experience April 1992 - Present
Job Senior Director of Planning, Business Advisory Services, Wells Fargo
Industry Financial Services
Experience
Wells Fargo Private Bank April 1992 - Present
Wachovia Wealth Management January 2001 - June 2008
First Union Wealth Management January 2000 - January 2001
The Mid-Atlantic Companies/First Business Advisors/First Union Wealth Managment April 1992 - January 2000
Skills
Strategic Planning, Corporate Finance, Strategic Human..., Compensation and..., Strategic Financial..., Holistic Financial..., Family business..., Board Advisory Services, Investment planning, Estate Planning, Charitable Gift Planning, Family Mediation, Internal buyouts of..., ESOP planning, Investment Banking, Coaching and training..., Client seminars on...
Education
The CFA Institute 1986 — 1989
CFA
The George Washington University 1983 — 1986
MBA, Finance and Investments
University of Maryland College Park 1979 — 1981
B.S. Finance, Finance
Richard Montgomery High School
Wells Fargo Private Bank April 1992 - Present
Wachovia Wealth Management January 2001 - June 2008
First Union Wealth Management January 2000 - January 2001
The Mid-Atlantic Companies/First Business Advisors/First Union Wealth Managment April 1992 - January 2000
Skills
Strategic Planning, Corporate Finance, Strategic Human..., Compensation and..., Strategic Financial..., Holistic Financial..., Family business..., Board Advisory Services, Investment planning, Estate Planning, Charitable Gift Planning, Family Mediation, Internal buyouts of..., ESOP planning, Investment Banking, Coaching and training..., Client seminars on...
Education
The CFA Institute 1986 — 1989
CFA
The George Washington University 1983 — 1986
MBA, Finance and Investments
University of Maryland College Park 1979 — 1981
B.S. Finance, Finance
Richard Montgomery High School
Helen Ballas Courteau's Wells Fargo Private Bank Experience 1996 - 2009
Job Operational Risk Consultant at Abbot Downing
Industry Financial Services
Experience
Abbot Downing October 2009 - Present
Wells Fargo Private Bank 1996 - 2009
Skills
Process Improvement, Wealth Management, Risk Management, Strategic Financial..., Financial Analysis, Asset Management, Equities, Investments, Management
Education
Saint Cloud State University - G.R. Herberger College of Business
Abbot Downing October 2009 - Present
Wells Fargo Private Bank 1996 - 2009
Skills
Process Improvement, Wealth Management, Risk Management, Strategic Financial..., Financial Analysis, Asset Management, Equities, Investments, Management
Education
Saint Cloud State University - G.R. Herberger College of Business
Roger Bowie's Wells Fargo Private Bank Experience July 2009 - Present
Job Banking Professional
Industry Banking
Experience
Wells Fargo Private Bank July 2009 - Present
Deutsche Bank April 2006 - January 2009
Bank of America Private Bank July 1998 - April 2006
Education
Trinity College-Hartford 1972 — 1976
B.A., Economics
Gilman School 1967 — 1972
Wells Fargo Private Bank July 2009 - Present
Deutsche Bank April 2006 - January 2009
Bank of America Private Bank July 1998 - April 2006
Education
Trinity College-Hartford 1972 — 1976
B.A., Economics
Gilman School 1967 — 1972
Kasandra Schindler's Wells Fargo Private Bank Experience February 2002 - March 2008
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Vice PresidentJPMorgan Chase2009 - Present
Wachovia Securities, LLC April 2008 - December 2008
Wells Fargo Private Bank February 2002 - March 2008
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2002 — 2006
MBA
University of California, Los Angeles 1988 — 1993
B.A., Economics
J.P. Morgan Vice PresidentJPMorgan Chase2009 - Present
Wachovia Securities, LLC April 2008 - December 2008
Wells Fargo Private Bank February 2002 - March 2008
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2002 — 2006
MBA
University of California, Los Angeles 1988 — 1993
B.A., Economics
Gordon Brooks's Wells Fargo Private Bank Experience 2000 - 2006
Job President at Diversified Stochastic Investments
Industry Financial Services
Experience
Diversified Stochastic Investments June 2006 - Present
Wells Fargo Private Bank 2000 - 2006
Bailard, Biehl & Kaiser 1994 - 2000
The Chase Manhattan Private Bank 1989 - 1994
Security Pacific Bank May 1984 - February 1989
Wells Fargo Bank December 1979 - May 1984
US Trust July 1976 - December 1979
Skills
Equities, Asset Allocation, Portfolio Management, Investments, Wealth Management, Management, Investment Advisory
Education
Pace University - Lubin School of Business 1973 — 1975
MBA, Finance
Utica College 1966 — 1970
BA, Mathematics
Diversified Stochastic Investments June 2006 - Present
Wells Fargo Private Bank 2000 - 2006
Bailard, Biehl & Kaiser 1994 - 2000
The Chase Manhattan Private Bank 1989 - 1994
Security Pacific Bank May 1984 - February 1989
Wells Fargo Bank December 1979 - May 1984
US Trust July 1976 - December 1979
Skills
Equities, Asset Allocation, Portfolio Management, Investments, Wealth Management, Management, Investment Advisory
Education
Pace University - Lubin School of Business 1973 — 1975
MBA, Finance
Utica College 1966 — 1970
BA, Mathematics
Julia Hamon's Wells Fargo Private Bank Experience May 1995 - Present
Job Wealth Advisor at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank May 1995 - Present
Education
Texas State University 1992 — 1995
BBA, Finance
Wells Fargo Private Bank May 1995 - Present
Education
Texas State University 1992 — 1995
BBA, Finance
Cathy Schnaubelt's Wells Fargo Private Bank Experience October 2007 - April 2013
Job Senior Wealth Strategist at Atlantic Trust Company
Industry
Experience
Atlantic Trust Company April 2013 - Present
Wells Fargo Private Bank October 2007 - April 2013
Strasburger & Price, LLP July 2004 - October 2007
Avatar Associates, LLC August 2001 - July 2004
Woodard, Hall & Primm, PC May 1989 - August 2001
Axel Johnson E&P Corp March 1983 - December 1988
Skills
Estate Planning, Wealth, Wealth Management..., Small Business, Financial Services, Estate Law, Entrepreneurship, Business Planning, Management, Relationship Management, Family Office, Private Equity, Due Diligence
Education
South Texas College of Law 1986 — 1988
Juris Doctorate, Law, Magna Cum Laude
Texas A&M University 1975 — 1979
Bachelor of Business Administration (BBA), Accounting
Atlantic Trust Company April 2013 - Present
Wells Fargo Private Bank October 2007 - April 2013
Strasburger & Price, LLP July 2004 - October 2007
Avatar Associates, LLC August 2001 - July 2004
Woodard, Hall & Primm, PC May 1989 - August 2001
Axel Johnson E&P Corp March 1983 - December 1988
Skills
Estate Planning, Wealth, Wealth Management..., Small Business, Financial Services, Estate Law, Entrepreneurship, Business Planning, Management, Relationship Management, Family Office, Private Equity, Due Diligence
Education
South Texas College of Law 1986 — 1988
Juris Doctorate, Law, Magna Cum Laude
Texas A&M University 1975 — 1979
Bachelor of Business Administration (BBA), Accounting
Scott A. Yochum's Wells Fargo Private Bank Experience 2009 - Present
Job Investment Strategist at Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo Private Bank 2009 - Present
National City Bank 2004 - 2009
The Ayco Company, L.P., a Goldman Sachs Company 2002 - 2004
Skills
Portfolio Management, Wealth Management, Financial Analysis, Investments, Retirement Planning, Mutual Funds, Investment Advisory, Asset Managment, Asset Allocation, Risk Management, Alternative Investments, Private Equity, Strategic Financial..., Financial Modeling, Finance, Securities, Asset Management, Banking, Financial Planning
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2000 — 2002
Master of Business Administration (M.B.A.), Finance & Strategy
Robert Morris University 2011 — 2013
Master of Science,Taxation (MST), Individual & Corporate Income Taxation, Tax Accounting
University of Pittsburgh 1992 — 1996
BA, Political Science, Economics
Boston University Institute of Finance 2009 — 2011
Accredited Certificate, Financial Planning
Wells Fargo Private Bank 2009 - Present
National City Bank 2004 - 2009
The Ayco Company, L.P., a Goldman Sachs Company 2002 - 2004
Skills
Portfolio Management, Wealth Management, Financial Analysis, Investments, Retirement Planning, Mutual Funds, Investment Advisory, Asset Managment, Asset Allocation, Risk Management, Alternative Investments, Private Equity, Strategic Financial..., Financial Modeling, Finance, Securities, Asset Management, Banking, Financial Planning
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2000 — 2002
Master of Business Administration (M.B.A.), Finance & Strategy
Robert Morris University 2011 — 2013
Master of Science,Taxation (MST), Individual & Corporate Income Taxation, Tax Accounting
University of Pittsburgh 1992 — 1996
BA, Political Science, Economics
Boston University Institute of Finance 2009 — 2011
Accredited Certificate, Financial Planning
John Magevney's Wells Fargo Private Bank Experience 2008 - 2010
Job Director at Abbot Downing
Industry Financial Services
Experience
Abbot Downing, A Wells Fargo Business 2010 - Present
Wells Fargo Private Bank 2008 - 2010
Wachovia Wealth Management 2000 - 2008
First Union Private Capital Management Group 1998 - 2000
Skills
Certified Financial..., Wealth Management...
Education
University of Florida 1996 — 1998
MBA, Finance
Sewanee-The University of the South 1989 — 1993
BA, American Studies
Abbot Downing, A Wells Fargo Business 2010 - Present
Wells Fargo Private Bank 2008 - 2010
Wachovia Wealth Management 2000 - 2008
First Union Private Capital Management Group 1998 - 2000
Skills
Certified Financial..., Wealth Management...
Education
University of Florida 1996 — 1998
MBA, Finance
Sewanee-The University of the South 1989 — 1993
BA, American Studies
Jane Sherman's Wells Fargo Private Bank Experience January 2012 - September 2012
Job Investment Copy Editor
Industry Financial Services
Experience
Wells Fargo Private Bank January 2012 - September 2012
Thrivent Financial for Lutherans January 2009 - September 2010
First Trust of St. Paul 1985 - 1989
Skills
Retirement Planning, Retirement, Wealth Accumulation, Wealth Management, Series 7, Strategic Financial..., Investment Strategies, Investment Advisory, Fixed Annuities, Uniform Combined State..., Mutual Funds, Estate Planning
Education
University of Wisconsin-Madison 1978 — 1979
MA, Library Science
St. Olaf College 1974 — 1978
BA, English Language and Literature, General
Wells Fargo Private Bank January 2012 - September 2012
Thrivent Financial for Lutherans January 2009 - September 2010
First Trust of St. Paul 1985 - 1989
Skills
Retirement Planning, Retirement, Wealth Accumulation, Wealth Management, Series 7, Strategic Financial..., Investment Strategies, Investment Advisory, Fixed Annuities, Uniform Combined State..., Mutual Funds, Estate Planning
Education
University of Wisconsin-Madison 1978 — 1979
MA, Library Science
St. Olaf College 1974 — 1978
BA, English Language and Literature, General
Cindy Straka, CFP, MBA's Wells Fargo Private Bank Experience September 2010 - Present
Job VP/Private Banker at Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo Private Bank September 2010 - Present
Chevy Chase Bank (thru 1/29/2010) February 2007 - January 2010
PNC Bank October 2003 - February 2007
Skills
Private Wealth..., Asset Allocation, Mortgage Lending, Wealth Management..., Retirement Planning, Strategic Financial..., Financial Advisory, Series 7, Trust Services, Portfolio Management, Estate Planning, Investments, Uniform Combined State..., Series 24, 401k, High Net Worth..., Retail Banking, Alternative Investments
Education
The Johns Hopkins University - Carey Business School 2000 — 2005
MBA, Business Administration and Management, General
The George Washington University 1986 — 1990
Bachelor of Business Administration (BBA), International Business
Wells Fargo Private Bank September 2010 - Present
Chevy Chase Bank (thru 1/29/2010) February 2007 - January 2010
PNC Bank October 2003 - February 2007
Skills
Private Wealth..., Asset Allocation, Mortgage Lending, Wealth Management..., Retirement Planning, Strategic Financial..., Financial Advisory, Series 7, Trust Services, Portfolio Management, Estate Planning, Investments, Uniform Combined State..., Series 24, 401k, High Net Worth..., Retail Banking, Alternative Investments
Education
The Johns Hopkins University - Carey Business School 2000 — 2005
MBA, Business Administration and Management, General
The George Washington University 1986 — 1990
Bachelor of Business Administration (BBA), International Business
Jennifer Winstanley's Wells Fargo Private Bank Experience July 2010 - Present
Job Sr. Client Associate at Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo Private Bank July 2010 - Present
JPMorgan Chase November 2009 - June 2010
JP Morgan Chase June 2006 - November 2009
JPMorgan Chase December 2001 - June 2006
Skills
Banking, Financial Services, Customer Service, Relationship Management, Credit
Education
Ohio University 1997 — 2001
Bachelor of Business Administration, Marketing
Thomas Worthington High School 1993 — 1997
Wells Fargo Private Bank July 2010 - Present
JPMorgan Chase November 2009 - June 2010
JP Morgan Chase June 2006 - November 2009
JPMorgan Chase December 2001 - June 2006
Skills
Banking, Financial Services, Customer Service, Relationship Management, Credit
Education
Ohio University 1997 — 2001
Bachelor of Business Administration, Marketing
Thomas Worthington High School 1993 — 1997
Meena Kotak's Wells Fargo Private Bank Experience April 2014 - Present
Job Vice President | Regional Wealth Planning Manager at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank April 2014 - Present
Thompson Coburn LLP. October 2013 - April 2014
Silver Freedman / Freedman Weisz March 2011 - October 2013
Reish & Reicher August 2008 - March 2011
Nordman Cormany Hair & Compton LLP 2004 - 2008
Skills
Estate Law, Tax, Estate Planning, Financial Planners, Estate Administration, Wills, Wealth Management, Estate Tax Planning, Property Tax, Income Tax, Trusts, Multi-generational..., Team Management
Education
Pepperdine University School of Law 1997 — 2000
J.D.
Pepperdine University 1992 — 1996
B.A., Psychology
Wells Fargo Private Bank April 2014 - Present
Thompson Coburn LLP. October 2013 - April 2014
Silver Freedman / Freedman Weisz March 2011 - October 2013
Reish & Reicher August 2008 - March 2011
Nordman Cormany Hair & Compton LLP 2004 - 2008
Skills
Estate Law, Tax, Estate Planning, Financial Planners, Estate Administration, Wills, Wealth Management, Estate Tax Planning, Property Tax, Income Tax, Trusts, Multi-generational..., Team Management
Education
Pepperdine University School of Law 1997 — 2000
J.D.
Pepperdine University 1992 — 1996
B.A., Psychology
Michael McNabb's Wells Fargo Private Bank Experience March 2014 - Present
Job Senior Vice President Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo Private Bank March 2014 - Present
GB Merchant Partners Debt Team January 2011 - June 2013
Capital Allocation Partners December 2006 - February 2011
Citi Group Private Bank, Boston 2003 - 2005
State Street Global Advisors 2001 - 2003
State Street Global Advisors 1998 - 2001
State Street Global Advisors 1996 - 1998
State Street Global Advisors 1993 - 1996
Skills
Investment Management, Equities, Investments, Asset Managment, Investment Strategies, Alternative Investments, Mutual Funds, Hedge Funds, Wealth Management, Asset Allocation, Financial Services, Fixed Income, Portfolio Management, Asset Management, Banking, Financial Advisory, Investor Relations, Strategy, Private Banking, Risk Management
Education
MBA Suffolk University 1981 — 1985
MBA, Management
Suffolk University 1977 — 1981
BS Honors, Public Adminstration
Series 7 and 63
Wells Fargo Private Bank March 2014 - Present
GB Merchant Partners Debt Team January 2011 - June 2013
Capital Allocation Partners December 2006 - February 2011
Citi Group Private Bank, Boston 2003 - 2005
State Street Global Advisors 2001 - 2003
State Street Global Advisors 1998 - 2001
State Street Global Advisors 1996 - 1998
State Street Global Advisors 1993 - 1996
Skills
Investment Management, Equities, Investments, Asset Managment, Investment Strategies, Alternative Investments, Mutual Funds, Hedge Funds, Wealth Management, Asset Allocation, Financial Services, Fixed Income, Portfolio Management, Asset Management, Banking, Financial Advisory, Investor Relations, Strategy, Private Banking, Risk Management
Education
MBA Suffolk University 1981 — 1985
MBA, Management
Suffolk University 1977 — 1981
BS Honors, Public Adminstration
Series 7 and 63
Dave Schelling's Wells Fargo Private Bank Experience January 2011 - Present
Job Senior Vice President at Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo Private Bank January 2011 - Present
U.S. Trust Company January 2002 - December 2010
Skills
Investment Advisory, Wealth Management, Series 7, Asset Allocation, Alternative Investments
Education
Syracuse University - Martin J. Whitman School of Management 1987 — 1990
BS, Marketing
Wells Fargo Private Bank January 2011 - Present
U.S. Trust Company January 2002 - December 2010
Skills
Investment Advisory, Wealth Management, Series 7, Asset Allocation, Alternative Investments
Education
Syracuse University - Martin J. Whitman School of Management 1987 — 1990
BS, Marketing
Matthew Neugebauer's Wells Fargo Private Bank Experience July 2012 - November 2013
Job Private Banker at Wells Fargo
Industry Banking
Experience
Wells Fargo Bank November 2013 - Present
Wells Fargo Private Bank July 2012 - November 2013
Wachovia, A Wells Fargo Company March 2010 - July 2012
Skills
Series 7, Series 66, Credit, Small Business Lending, Portfolio Management, Commercial Lending, Loans, Consumer Lending, Banking, Commercial Banking, Retail Banking, Investments, Treasury Management, New York State Life..., Lines Of Credit, Mortgage Lending, Credit Risk, Wealth Management, Cross Selling, Private Banking, Cash Management, Deposits, Relationship Management, Wealth Management..., Asset Management, Wealth
Education
Pace University - Lubin School of Business 2006 — 2010
B.B.A, Finance
Wells Fargo Bank November 2013 - Present
Wells Fargo Private Bank July 2012 - November 2013
Wachovia, A Wells Fargo Company March 2010 - July 2012
Skills
Series 7, Series 66, Credit, Small Business Lending, Portfolio Management, Commercial Lending, Loans, Consumer Lending, Banking, Commercial Banking, Retail Banking, Investments, Treasury Management, New York State Life..., Lines Of Credit, Mortgage Lending, Credit Risk, Wealth Management, Cross Selling, Private Banking, Cash Management, Deposits, Relationship Management, Wealth Management..., Asset Management, Wealth
Education
Pace University - Lubin School of Business 2006 — 2010
B.B.A, Finance
Eduardo Velasco, CFA's Wells Fargo Private Bank Experience April 2015 - Present
Job WM Investment Specialist at Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo Private Bank April 2015 - Present
Charles Schwab Investment Management December 2012 - March 2015
Bank of America - Merrill Lynch August 2011 - November 2012
Wells Fargo Advisors March 2011 - August 2011
Wells Fargo Bank June 2010 - February 2011
US Bank November 2009 - May 2010
Skills
Wealth Management, Investments, Banking, Investment Management, Personal Finance, Cash Flow Forecasting, Equity Valuation, Economics, Quantitative Analysis, Customer Service, Insurance, Portfolio Optimization, Equity Research, Accounting, Retirement Planning, ETFs, Bloomberg Terminal, Equities, Mutual Funds, Portfolio Management, Finance, Financial Services, Risk Management, Quantitative Analytics, Fixed Income, Financial Modeling, Asset Management
Education
Saint Mary's College of California 2011 — 2012
Masters, Financial Analysis and Investment Management
San Jose State University 2009 — 2010
Bachelor of Science, Finance
Wells Fargo Private Bank April 2015 - Present
Charles Schwab Investment Management December 2012 - March 2015
Bank of America - Merrill Lynch August 2011 - November 2012
Wells Fargo Advisors March 2011 - August 2011
Wells Fargo Bank June 2010 - February 2011
US Bank November 2009 - May 2010
Skills
Wealth Management, Investments, Banking, Investment Management, Personal Finance, Cash Flow Forecasting, Equity Valuation, Economics, Quantitative Analysis, Customer Service, Insurance, Portfolio Optimization, Equity Research, Accounting, Retirement Planning, ETFs, Bloomberg Terminal, Equities, Mutual Funds, Portfolio Management, Finance, Financial Services, Risk Management, Quantitative Analytics, Fixed Income, Financial Modeling, Asset Management
Education
Saint Mary's College of California 2011 — 2012
Masters, Financial Analysis and Investment Management
San Jose State University 2009 — 2010
Bachelor of Science, Finance
Keith Reep's Wells Fargo Private Bank Experience July 2002 - Present
Job Assistant Vice President, Real Estate Asset Mgr at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Private Bank July 2002 - Present
Harvest States 1999 - 2002
Skills
Loans, Investment Properties, Credit, Commercial Lending, Credit Analysis, Portfolio Management, Investments, Asset Management, Underwriting
Education
Texas A&M University 1989 — 1992
BS, Animal Science
Wells Fargo Private Bank July 2002 - Present
Harvest States 1999 - 2002
Skills
Loans, Investment Properties, Credit, Commercial Lending, Credit Analysis, Portfolio Management, Investments, Asset Management, Underwriting
Education
Texas A&M University 1989 — 1992
BS, Animal Science
Frank B. Robards, III , JD, MBA, CFP®'s Wells Fargo Private Bank Experience April 2011 - July 2014
Job Senior Vice President, Director of Fiduciary Services at First Citizens Bank
Industry Financial Services
Experience
First Citizens Bank July 2014 - Present
Wells Fargo Private Bank April 2011 - July 2014
First Citizens Bank June 2007 - April 2011
Carolina First Bank July 2006 - June 2007
Wachovia Wealth Management June 1996 - July 2006
Berry, Adams, Quackenbush & Stuart, P.A. June 1989 - June 1996
Skills
Estate Planning, Wealth Management, Financial Planning, Wealth Transfer, Trust Services, Asset Allocation, Wealth Management..., Wealth, Finance, Strategic Financial..., Retirement Planning, Securities, High Net Worth..., Mutual Funds, Investment Management, Investment Advisory, Series 7, Portfolio Management
Education
The United States Naval War College 2002 — 2004
NC&S Diploma
The Citadel 1986 — 1988
MBA
University of South Carolina School of Law 1981 — 1984
JD
The Citadel 1977 — 1981
BA, Political Science
First Citizens Bank July 2014 - Present
Wells Fargo Private Bank April 2011 - July 2014
First Citizens Bank June 2007 - April 2011
Carolina First Bank July 2006 - June 2007
Wachovia Wealth Management June 1996 - July 2006
Berry, Adams, Quackenbush & Stuart, P.A. June 1989 - June 1996
Skills
Estate Planning, Wealth Management, Financial Planning, Wealth Transfer, Trust Services, Asset Allocation, Wealth Management..., Wealth, Finance, Strategic Financial..., Retirement Planning, Securities, High Net Worth..., Mutual Funds, Investment Management, Investment Advisory, Series 7, Portfolio Management
Education
The United States Naval War College 2002 — 2004
NC&S Diploma
The Citadel 1986 — 1988
MBA
University of South Carolina School of Law 1981 — 1984
JD
The Citadel 1977 — 1981
BA, Political Science
Sherald Cratch's Wells Fargo Private Bank Experience May 2000 - August 2011
Job Vice PresidentTrust Officer at CommunityOne Bank
Industry Financial Services
Experience
CommunityOne Bank September 2011 - Present
Wells Fargo Private Bank May 2000 - August 2011
Skills
Trust Management, Trust Services, Trusts, High Net Worth..., Philanthropy, Estate Planning, Investment Advisory, Wealth Management..., Retirement Planning, Financial Services, Portfolio Management, Risk Management
Education
North Carolina State University 1975 — 1979
B.A., Political Science
ABA National Graduate Trust School 2006 — 2006
Graduate, Trust & Investment Management
Southeastern Trust School (Campbell University) 2002 — 2002
Graduate, Trust & Investment Management
Cannon Financial Institute 2000 — 2000
Graduate, School of Foundation Management
CommunityOne Bank September 2011 - Present
Wells Fargo Private Bank May 2000 - August 2011
Skills
Trust Management, Trust Services, Trusts, High Net Worth..., Philanthropy, Estate Planning, Investment Advisory, Wealth Management..., Retirement Planning, Financial Services, Portfolio Management, Risk Management
Education
North Carolina State University 1975 — 1979
B.A., Political Science
ABA National Graduate Trust School 2006 — 2006
Graduate, Trust & Investment Management
Southeastern Trust School (Campbell University) 2002 — 2002
Graduate, Trust & Investment Management
Cannon Financial Institute 2000 — 2000
Graduate, School of Foundation Management
Shari Ellington's Wells Fargo Private Bank Experience August 2012 - Present
Job Senior Wealth Planning Strategist at Wells Fargo Private Bank
Industry Law Practice
Experience
Wells Fargo Private Bank August 2012 - Present
Meadows, Collier, Reed, Cousins, Crouch & Ungerman LLP January 2008 - July 2012
Morgan Lewis 2007 - 2007
Cain Watters & Associates January 2001 - December 2004
PricewaterhouseCoopers August 1998 - December 2000
Skills
Tax, Estate Planning, Tax Law, Corporate Law, Trusts, CPA, Wills, Litigation, Legal Research
Education
University of Florida - Fredric G. Levin College of Law 2005 — 2007
JD
The University of Texas at Austin - Red McCombs School of Business 1996 — 1998
MPA, Tax
The University of Texas at Austin - Red McCombs School of Business 1992 — 1996
BBA, Accounting
Wells Fargo Private Bank August 2012 - Present
Meadows, Collier, Reed, Cousins, Crouch & Ungerman LLP January 2008 - July 2012
Morgan Lewis 2007 - 2007
Cain Watters & Associates January 2001 - December 2004
PricewaterhouseCoopers August 1998 - December 2000
Skills
Tax, Estate Planning, Tax Law, Corporate Law, Trusts, CPA, Wills, Litigation, Legal Research
Education
University of Florida - Fredric G. Levin College of Law 2005 — 2007
JD
The University of Texas at Austin - Red McCombs School of Business 1996 — 1998
MPA, Tax
The University of Texas at Austin - Red McCombs School of Business 1992 — 1996
BBA, Accounting
Wendy J. Phillips, MBA's Wells Fargo Private Bank Experience August 2004 - May 2006
Job Owner at Lightpost Records, LLC Wax Poetic Recording Studios
Industry Music
Experience
Laird Norton Wealth Management April 2010 - Present
Lightpost Records, LLC - Wax Poetic Recording Studios January 2003 - Present
Wells Fargo HSBC Trade Bank May 2006 - March 2010
Wells Fargo Private Bank August 2004 - May 2006
University of Washington 2003 - 2004
SAFECO Life and Investments 2000 - 2003
SAFECO Life and Investments 1999 - 2000
Skills
Successful Business..., Recording Studio, New Business Development, International Business..., Major Gift Development, Wealth Management..., Sales Management, Teaching, Business Development
Education
Seattle University 1991 — 1993
Master of Business Administration (MBA), Finance
University of Washington 1981 — 1983
Bachelor of Arts (B.A.), Studio Art & Elementary Education Certificate
Pepperdine University 1979 — 1980
Laird Norton Wealth Management April 2010 - Present
Lightpost Records, LLC - Wax Poetic Recording Studios January 2003 - Present
Wells Fargo HSBC Trade Bank May 2006 - March 2010
Wells Fargo Private Bank August 2004 - May 2006
University of Washington 2003 - 2004
SAFECO Life and Investments 2000 - 2003
SAFECO Life and Investments 1999 - 2000
Skills
Successful Business..., Recording Studio, New Business Development, International Business..., Major Gift Development, Wealth Management..., Sales Management, Teaching, Business Development
Education
Seattle University 1991 — 1993
Master of Business Administration (MBA), Finance
University of Washington 1981 — 1983
Bachelor of Arts (B.A.), Studio Art & Elementary Education Certificate
Pepperdine University 1979 — 1980
Daryl Hodnefield's Wells Fargo Private Bank Experience April 2012 - January 2014
Job Retired Bank Executive at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank January 2014 - Present
Wells Fargo Private Bank April 2012 - January 2014
Wells Fargo Bank December 1995 - November 2011
Skills
New Business Development, Banking, Risk Management, Relationship Management, Credit, Strategic Planning, Leadership, Investments, Financial Analysis, Business Development, Finance, Consumer Lending, Financial Services, Credit Analysis
Education
The University of North Dakota 1977 — 1979
Bachelor of Science in Business Administration, Accounting
University of North Dakota - Williston 1975 — 1977
Associate of Arts (AA), Business Management
Wells Fargo Bank January 2014 - Present
Wells Fargo Private Bank April 2012 - January 2014
Wells Fargo Bank December 1995 - November 2011
Skills
New Business Development, Banking, Risk Management, Relationship Management, Credit, Strategic Planning, Leadership, Investments, Financial Analysis, Business Development, Finance, Consumer Lending, Financial Services, Credit Analysis
Education
The University of North Dakota 1977 — 1979
Bachelor of Science in Business Administration, Accounting
University of North Dakota - Williston 1975 — 1977
Associate of Arts (AA), Business Management