Wells Fargo Private Bank
Wells Fargo Private Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo Private Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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581 Wells Fargo Private Bank employees in database. Find out everything there's to know about Wells Fargo Private Bank employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Private Bank Employees
Employee
Years
Job
Industry
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
Matthew Benson, CFP® Matthew Benson, CFP®'s Wells Fargo Private Bank Experience January 2000 - January 2006
Job Senior Vice President, Private Client Advisor at U.S. Trust
Industry Financial Services
Experience
U.S. Trust October 2014 - Present
Union Bank, The Private Bank October 2010 - October 2014
US Trust January 2006 - January 2010
Wells Fargo Private Bank January 2000 - January 2006
Skills
Wealth Management, Private Banking, Series 7, Investments, Strategic Financial..., Portfolio Management, Asset Allocation, Trust Services, Asset Management, Series 24, Commercial Banking, Commercial Lending, Investment Management, Securities, Series 63
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.)
University of Washington, Pacific Coast Graduate School of Banking 2012 — 2014
Graduate Studies in Banking
U.S. Trust October 2014 - Present
Union Bank, The Private Bank October 2010 - October 2014
US Trust January 2006 - January 2010
Wells Fargo Private Bank January 2000 - January 2006
Skills
Wealth Management, Private Banking, Series 7, Investments, Strategic Financial..., Portfolio Management, Asset Allocation, Trust Services, Asset Management, Series 24, Commercial Banking, Commercial Lending, Investment Management, Securities, Series 63
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.)
University of Washington, Pacific Coast Graduate School of Banking 2012 — 2014
Graduate Studies in Banking
Charity Babington Falls, J.D., LL.M., CFP® Charity Babington Falls, J.D., LL.M., CFP®'s Wells Fargo Private Bank Experience September 2013 - Present
Job Senior Wealth Planner at Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo Private Bank September 2013 - Present
Thomson Reuters 2012 - 2013
Time Warner Cable March 2011 - September 2012
The Hearst Corporation October 2008 - March 2011
Parker Poe Adams & Bernstein LLP January 2006 - October 2008
McNair Law Firm January 2005 - January 2006
U.S. District Court W.D.N.C. January 2004 - January 2005
Skills
Tax Law, Tax, Estate Planning, Estate Tax Planning, Certified Financial...
Education
University of San Diego School of Law
J.D., LL.M., Tax Law
University of North Carolina at Charlotte
B.A., Philosophy and Religious Studies, magna cum laude
Wells Fargo Private Bank September 2013 - Present
Thomson Reuters 2012 - 2013
Time Warner Cable March 2011 - September 2012
The Hearst Corporation October 2008 - March 2011
Parker Poe Adams & Bernstein LLP January 2006 - October 2008
McNair Law Firm January 2005 - January 2006
U.S. District Court W.D.N.C. January 2004 - January 2005
Skills
Tax Law, Tax, Estate Planning, Estate Tax Planning, Certified Financial...
Education
University of San Diego School of Law
J.D., LL.M., Tax Law
University of North Carolina at Charlotte
B.A., Philosophy and Religious Studies, magna cum laude
Sophia Nolan (Campobasso) Sophia Nolan (Campobasso)'s Wells Fargo Private Bank Experience March 2010 - February 2013
Job Weath Management Trust Associate at Wells Fargo
Industry Banking
Experience
Wells Fargo January 2013 - Present
Wells Fargo Private Bank March 2010 - February 2013
Skills
Banking, Outlook, Microsoft Excel, Customer Service, Administrative..., Data Entry, Microsoft Office, PowerPoint, Microsoft Word, Spreadsheets, SEI CMM, Event Planning, Advertising, Insurance, Public Relations, Recruiting, Team Leadership, Event Management, Social Media, Teamwork, Social Networking, Management, Marketing, Sales, Supervisory Skills, Editing, Facebook, Fundraising, Public Speaking, Research, Teaching, Marketing Strategy, Relationship Management, Project Management, Retail, Creative Writing, Administration, OS X, Windows, Online Advertising, Press Releases, Sports, Photography, Social Media Marketing, Copywriting, Time Management, Access, Office Management, Theatre, Acting
Education
University of California, Riverside 2006 — 2009
Bachelor of Arts (B.A.), Theatre
Wells Fargo January 2013 - Present
Wells Fargo Private Bank March 2010 - February 2013
Skills
Banking, Outlook, Microsoft Excel, Customer Service, Administrative..., Data Entry, Microsoft Office, PowerPoint, Microsoft Word, Spreadsheets, SEI CMM, Event Planning, Advertising, Insurance, Public Relations, Recruiting, Team Leadership, Event Management, Social Media, Teamwork, Social Networking, Management, Marketing, Sales, Supervisory Skills, Editing, Facebook, Fundraising, Public Speaking, Research, Teaching, Marketing Strategy, Relationship Management, Project Management, Retail, Creative Writing, Administration, OS X, Windows, Online Advertising, Press Releases, Sports, Photography, Social Media Marketing, Copywriting, Time Management, Access, Office Management, Theatre, Acting
Education
University of California, Riverside 2006 — 2009
Bachelor of Arts (B.A.), Theatre
Alina Lloyd Alina Lloyd's Wells Fargo Private Bank Experience May 2014 - Present
Job Senior Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo Private Bank May 2014 - Present
Women in Tech and Finance March 2013 - Present
J.P. Morgan December 2003 - May 2014
Skills
Corporate Development, Financial Services, Due Diligence, High Net Worth..., Strategy, Product Management, Cash Flow, Valuation, Competitive Analysis, Equities, Negotiation, Marketing, Financial Modeling, Credit Analysis, Bloomberg, Leadership, Portfolio Management, Underwriting, Marketing Communications, Analytics, Business Development, Market Research, Finance, Start-ups, Marketing Strategy, Real Estate, Emerging Markets, Asset Management
Education
University of California, Los Angeles - The Anderson School of Management
MBA
University of Houston
BBA, Finance; International Business
Wells Fargo Private Bank May 2014 - Present
Women in Tech and Finance March 2013 - Present
J.P. Morgan December 2003 - May 2014
Skills
Corporate Development, Financial Services, Due Diligence, High Net Worth..., Strategy, Product Management, Cash Flow, Valuation, Competitive Analysis, Equities, Negotiation, Marketing, Financial Modeling, Credit Analysis, Bloomberg, Leadership, Portfolio Management, Underwriting, Marketing Communications, Analytics, Business Development, Market Research, Finance, Start-ups, Marketing Strategy, Real Estate, Emerging Markets, Asset Management
Education
University of California, Los Angeles - The Anderson School of Management
MBA
University of Houston
BBA, Finance; International Business
Daniel LaRock Daniel LaRock's Wells Fargo Private Bank Experience June 2012 - Present
Job Private Mortgage Banker The Private Bank Wells Fargo NMLS #942333
Industry Banking
Experience
Wells Fargo Private Bank June 2012 - Present
Skills
Management, Portfolio Management, Investments, Financial Modeling, Bloomberg, Financial Analysis, Banking, Asset Allocation, Credit Analysis, Asset Management, Mortgage Lending, Strategic Financial..., Credit, Real Estate, Sales, Loans, Marketing, Entrepreneurship, Investment Advisory, Finance, Valuation, Series 7, Risk Management, Financial Advisory, Wealth Management, Equities, Loan Origination, Mortgage Banking, Underwriting, Retirement Planning, Commercial Banking, Refinance, Investment Banking, Real Estate Economics, Relationship Management
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2012
B.S., Finance
Wells Fargo Private Bank June 2012 - Present
Skills
Management, Portfolio Management, Investments, Financial Modeling, Bloomberg, Financial Analysis, Banking, Asset Allocation, Credit Analysis, Asset Management, Mortgage Lending, Strategic Financial..., Credit, Real Estate, Sales, Loans, Marketing, Entrepreneurship, Investment Advisory, Finance, Valuation, Series 7, Risk Management, Financial Advisory, Wealth Management, Equities, Loan Origination, Mortgage Banking, Underwriting, Retirement Planning, Commercial Banking, Refinance, Investment Banking, Real Estate Economics, Relationship Management
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2012
B.S., Finance
Stuart Strickland's Wells Fargo Private Bank Experience January 2000 - Present
Job Senior Private Banker at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank January 2000 - Present
Skills
Wealth Management, Banking, Credit, Mortgage Lending, Portfolio Management, Loans, Investments, Private Banking, Commercial Banking, Commercial Lending, Strategic Financial..., Credit Analysis, Asset Allocation, Series 7, Asset Management
Education
UNC Chapel Hill 1978 — 1982
Bachelor of Science (BS), Business Administration and Management, General
Wells Fargo Private Bank January 2000 - Present
Skills
Wealth Management, Banking, Credit, Mortgage Lending, Portfolio Management, Loans, Investments, Private Banking, Commercial Banking, Commercial Lending, Strategic Financial..., Credit Analysis, Asset Allocation, Series 7, Asset Management
Education
UNC Chapel Hill 1978 — 1982
Bachelor of Science (BS), Business Administration and Management, General
Louise McNutt Louise McNutt's Wells Fargo Private Bank Experience October 2011 - September 2012
Job Senior Relationship Associate at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman October 2014 - Present
Brown Brothers Harriman September 2012 - September 2014
Wells Fargo Private Bank October 2011 - September 2012
Wells Fargo Private Bank July 2011 - April 2012
Brown Brothers Harriman June 2010 - July 2010
Skills
Prospect Research, Microsoft Office, Excel, Spanish, Banking, Financial Modeling, Leadership, Management, Microsoft Excel, Relationship Management, Wealth Management, Strategy
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2011
BSBA, Business Administration, International Business, Spanish
St. Stephen's Episcopal School 2000 — 2007
Brown Brothers Harriman October 2014 - Present
Brown Brothers Harriman September 2012 - September 2014
Wells Fargo Private Bank October 2011 - September 2012
Wells Fargo Private Bank July 2011 - April 2012
Brown Brothers Harriman June 2010 - July 2010
Skills
Prospect Research, Microsoft Office, Excel, Spanish, Banking, Financial Modeling, Leadership, Management, Microsoft Excel, Relationship Management, Wealth Management, Strategy
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2011
BSBA, Business Administration, International Business, Spanish
St. Stephen's Episcopal School 2000 — 2007
Emily Agnew's Wells Fargo Private Bank Experience January 2012 - March 2013
Job Merchandising Consultant at JS ROYAL HOME U.S.A Inc
Industry Textiles
Experience
JS ROYAL HOME U.S.A Inc April 2013 - Present
Wells Fargo Private Bank January 2012 - March 2013
JIANGSU ROYAL HOME U.S.A Inc December 2009 - September 2011
Bank of America December 2008 - December 2009
Skills
Investments, Sales, Banking, Marketing, Relationship Management, Financial Analysis, Account Management, Microsoft Excel, Wealth Management, Outlook, PowerPoint, Event Planning
Education
University of North Carolina at Wilmington 2004 — 2008
Bachelor of Science, Business Administration; Marketing
University of North Carolina at Wilmington 2004 — 2008
B.S. Business Administration B.A. Communication Studies, Marketing
JS ROYAL HOME U.S.A Inc April 2013 - Present
Wells Fargo Private Bank January 2012 - March 2013
JIANGSU ROYAL HOME U.S.A Inc December 2009 - September 2011
Bank of America December 2008 - December 2009
Skills
Investments, Sales, Banking, Marketing, Relationship Management, Financial Analysis, Account Management, Microsoft Excel, Wealth Management, Outlook, PowerPoint, Event Planning
Education
University of North Carolina at Wilmington 2004 — 2008
Bachelor of Science, Business Administration; Marketing
University of North Carolina at Wilmington 2004 — 2008
B.S. Business Administration B.A. Communication Studies, Marketing
Andy Frahm, CFA, CFP Andy Frahm, CFA, CFP's Wells Fargo Private Bank Experience 2007 - April 2014
Job Director, Portfolio Management at First National Wealth Management
Industry Investment Management
Experience
First National Wealth Management Group April 2014 - Present
Wells Fargo Private Bank 2007 - April 2014
Bank of America Private Bank 2001 - 2007
U.S. Bank Private Client Group 1997 - 2001
Skills
Asset Allocation, Portfolio Management, Wealth Management, Financial Analysis, Investment Management, Asset Management, Strategic Financial..., Investments, Equities, Valuation, Risk Management, Equity Research, Wealth, Fixed Income, Alternative Investments, Mutual Funds, Wealth Management..., Investment Advisory, Financial Planning
Education
University of Nebraska-Lincoln
MBA, BS, Finance
First National Wealth Management Group April 2014 - Present
Wells Fargo Private Bank 2007 - April 2014
Bank of America Private Bank 2001 - 2007
U.S. Bank Private Client Group 1997 - 2001
Skills
Asset Allocation, Portfolio Management, Wealth Management, Financial Analysis, Investment Management, Asset Management, Strategic Financial..., Investments, Equities, Valuation, Risk Management, Equity Research, Wealth, Fixed Income, Alternative Investments, Mutual Funds, Wealth Management..., Investment Advisory, Financial Planning
Education
University of Nebraska-Lincoln
MBA, BS, Finance
Roger W. Redmond, CFA Roger W. Redmond, CFA's Wells Fargo Private Bank Experience July 2006 - June 2011
Job Vice President, Senior Portfolio Manager, US Bank, Private Client Reserve
Industry Financial Services
Experience
US Bank, The Private Client Reserve December 2013 - Present
Marquette Asset Management June 2011 - December 2013
Wells Fargo Private Bank July 2006 - June 2011
Piper, Jaffray, Inc 1984 - 1997
Skills
Investments, Portfolio Management, Asset Managment, Asset Allocation, Equities, Investment Management, Securities, Financial Analysis, Wealth Management, Bloomberg, Hedge Funds, Strategic Financial..., Investment Strategies, Private Equity, Series 7, RIA, Fiduciary, Asset Management, Mutual Funds, Alternative Investments, Financial Modeling, Fixed Income, Financial Advisory, Finance, Valuation, Due Diligence, Mergers & Acquisitions
Education
University of Minnesota - Carlson School of Management 1982 — 1984
MBA, Finance
University of Arizona 1976 — 1979
BS, Chemistry
US Bank, The Private Client Reserve December 2013 - Present
Marquette Asset Management June 2011 - December 2013
Wells Fargo Private Bank July 2006 - June 2011
Piper, Jaffray, Inc 1984 - 1997
Skills
Investments, Portfolio Management, Asset Managment, Asset Allocation, Equities, Investment Management, Securities, Financial Analysis, Wealth Management, Bloomberg, Hedge Funds, Strategic Financial..., Investment Strategies, Private Equity, Series 7, RIA, Fiduciary, Asset Management, Mutual Funds, Alternative Investments, Financial Modeling, Fixed Income, Financial Advisory, Finance, Valuation, Due Diligence, Mergers & Acquisitions
Education
University of Minnesota - Carlson School of Management 1982 — 1984
MBA, Finance
University of Arizona 1976 — 1979
BS, Chemistry
Joy Sherman Joy Sherman's Wells Fargo Private Bank Experience October 2002 - November 2013
Job at
Industry Banking
Experience
Suntrust Bank October 2014 - Present
Wells Fargo Private Bank October 2002 - November 2013
Wells Fargo October 2002 - May 2010
SunTrust Bank May 2000 - October 2002
Skills
Wealth Management..., Private Banking, Retirement Planning, Trust Services, High Net Worth..., Commercial Lending, Lines Of Credit, Credit, Portfolio Management, Banking, Loans
Education
University of Georgia - Terry College of Business 1996 — 2000
Bachelor's of Business Administration, Finance
University of Tel Aviv 1998 — 1999
Suntrust Bank October 2014 - Present
Wells Fargo Private Bank October 2002 - November 2013
Wells Fargo October 2002 - May 2010
SunTrust Bank May 2000 - October 2002
Skills
Wealth Management..., Private Banking, Retirement Planning, Trust Services, High Net Worth..., Commercial Lending, Lines Of Credit, Credit, Portfolio Management, Banking, Loans
Education
University of Georgia - Terry College of Business 1996 — 2000
Bachelor's of Business Administration, Finance
University of Tel Aviv 1998 — 1999
Brian Venn Brian Venn's Wells Fargo Private Bank Experience January 2011 - January 2013
Job Financial Advisor at U.S. Bancorp Investments, Inc.
Industry Financial Services
Experience
U.S. Bancorp Investments, Inc. April 2015 - Present
J.P. Morgan Chase Bank, N.A. January 2013 - February 2015
Wells Fargo Private Bank January 2011 - January 2013
Wells Fargo Investments May 2007 - January 2011
Education
University of Missouri-Columbia, College of Business 1990 — 1994
B.S.B.A., Finance
U.S. Bancorp Investments, Inc. April 2015 - Present
J.P. Morgan Chase Bank, N.A. January 2013 - February 2015
Wells Fargo Private Bank January 2011 - January 2013
Wells Fargo Investments May 2007 - January 2011
Education
University of Missouri-Columbia, College of Business 1990 — 1994
B.S.B.A., Finance
Miriam Lang Miriam Lang's Wells Fargo Private Bank Experience January 2010 - September 2011
Job Private Wealth Assistant at Regions Financial Corporation
Industry Financial Services
Experience
Regions Financial Corporation January 2015 - Present
NewBridge Bank April 2014 - January 2015
CapStone Bank February 2012 - April 2014
Wells Fargo Private Bank January 2010 - September 2011
Wachovia Bank, NA May 2002 - December 2009
Wachovia Bank, NA 2001 - 2002
Skills
Customer Service, Organizational and..., Client Relationship..., Customer Satisfaction, Organizational Structure, CRM, Communication Skills, High Net Worth..., Credit, Commercial Lending, Commercial Banking
Education
University of North Carolina at Chapel Hill 1985 — 1987
BA, History
St Marys College 1983 — 1985
Associate of Arts
Regions Financial Corporation January 2015 - Present
NewBridge Bank April 2014 - January 2015
CapStone Bank February 2012 - April 2014
Wells Fargo Private Bank January 2010 - September 2011
Wachovia Bank, NA May 2002 - December 2009
Wachovia Bank, NA 2001 - 2002
Skills
Customer Service, Organizational and..., Client Relationship..., Customer Satisfaction, Organizational Structure, CRM, Communication Skills, High Net Worth..., Credit, Commercial Lending, Commercial Banking
Education
University of North Carolina at Chapel Hill 1985 — 1987
BA, History
St Marys College 1983 — 1985
Associate of Arts
Angelica Wardle's Wells Fargo Private Bank Experience November 2013 - April 2015
Job Home Mortgage Associate Wells Fargo Private Mortgage Banking
Industry Banking
Experience
Wells Fargo Home Mortgage April 2015 - Present
Wells Fargo Private Bank November 2013 - April 2015
Wells Fargo Home Mortgage April 2013 - November 2013
Wells Fargo October 2011 - April 2013
UC Santa Cruz September 2009 - June 2011
UC Santa Cruz June 2009 - June 2011
Self Employed June 2007 - June 2011
Robert Half International 2011 - 2011
Skills
Strong communication..., Administrative Work, ability to prioritize..., proficiency in computers
Education
University of California, Santa Cruz 2007 — 2011
Sociology, Economics, Accounting, Sociology
Wells Fargo Home Mortgage April 2015 - Present
Wells Fargo Private Bank November 2013 - April 2015
Wells Fargo Home Mortgage April 2013 - November 2013
Wells Fargo October 2011 - April 2013
UC Santa Cruz September 2009 - June 2011
UC Santa Cruz June 2009 - June 2011
Self Employed June 2007 - June 2011
Robert Half International 2011 - 2011
Skills
Strong communication..., Administrative Work, ability to prioritize..., proficiency in computers
Education
University of California, Santa Cruz 2007 — 2011
Sociology, Economics, Accounting, Sociology
Joseph Lobe Joseph Lobe's Wells Fargo Private Bank Experience 2003 - Present
Job Senior VP and Regional Private Banking Manager at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank January 2009 - Present
Wells Fargo Private Bank 2003 - Present
Wells Fargo 2003 - 2010
Skills
Wealth Management, Banking, Private Banking, Commercial Lending, Credit, Commercial Banking, Series 7, Loans, Small Business Lending, Credit Analysis, Portfolio Management, Wealth Management..., Financial Services, Mortgage Lending, Consumer Lending
Education
University of California, Los Angeles
Wells Fargo Bank January 2009 - Present
Wells Fargo Private Bank 2003 - Present
Wells Fargo 2003 - 2010
Skills
Wealth Management, Banking, Private Banking, Commercial Lending, Credit, Commercial Banking, Series 7, Loans, Small Business Lending, Credit Analysis, Portfolio Management, Wealth Management..., Financial Services, Mortgage Lending, Consumer Lending
Education
University of California, Los Angeles
Andrew Cucuzza Andrew Cucuzza's Wells Fargo Private Bank Experience May 2005 - November 2010
Job Private Banker, Morgan Stanley Private Bank
Industry Banking
Experience
Morgan Stanley Private Bank November 2010 - Present
Wells Fargo Private Bank May 2005 - November 2010
Wachovia Bank May 2003 - May 2005
Wachovia Bank May 2000 - May 2003
Skills
Private Banking, Banking, Wealth Management, Hedging, Series 63, Credit, Loans, Commercial Lending, Wealth Management..., Series 7, Small Business Lending, Credit Analysis, Mortgage Lending, Credit Risk, Cross Selling, High Net Worth..., Trust Services, Cash Management, Corporate Finance, Treasury Management, Lines Of Credit, Relationship Management, Mortgage Banking, Estate Planning, Financial Modeling, Retirement Planning, Strategic Financial..., Mutual Funds, Asset Allocation, Securities, Consumer Lending, Asset Managment, Retail Banking, Commercial Banking, Loan Origination
Education
University of Georgia - Terry College of Business 2000 — 2003
Bachelor of Business Administration (BBA), Banking and Finance
Morgan Stanley Private Bank November 2010 - Present
Wells Fargo Private Bank May 2005 - November 2010
Wachovia Bank May 2003 - May 2005
Wachovia Bank May 2000 - May 2003
Skills
Private Banking, Banking, Wealth Management, Hedging, Series 63, Credit, Loans, Commercial Lending, Wealth Management..., Series 7, Small Business Lending, Credit Analysis, Mortgage Lending, Credit Risk, Cross Selling, High Net Worth..., Trust Services, Cash Management, Corporate Finance, Treasury Management, Lines Of Credit, Relationship Management, Mortgage Banking, Estate Planning, Financial Modeling, Retirement Planning, Strategic Financial..., Mutual Funds, Asset Allocation, Securities, Consumer Lending, Asset Managment, Retail Banking, Commercial Banking, Loan Origination
Education
University of Georgia - Terry College of Business 2000 — 2003
Bachelor of Business Administration (BBA), Banking and Finance
Laura Milner Laura Milner's Wells Fargo Private Bank Experience May 2010 - Present
Job Senior Investment Manager at Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo Private Bank May 2010 - Present
SCM Advisors LLC March 2000 - May 2010
Seneca Capital Management 2000 - 2010
Wells Capital Managment 1988 - 2000
Education
University of Minnesota Duluth
Wells Fargo Private Bank May 2010 - Present
SCM Advisors LLC March 2000 - May 2010
Seneca Capital Management 2000 - 2010
Wells Capital Managment 1988 - 2000
Education
University of Minnesota Duluth
David H. Craft, CFA® David H. Craft, CFA®'s Wells Fargo Private Bank Experience October 1996 - Present
Job Senior Investment Strategist at Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo Private Bank October 1996 - Present
CFA Institute 2001 - 2015
University of Nebraska at Omaha January 2008 - May 2008
Mutual of Omaha April 1992 - October 1996
Hawthorn Suites by Wyndham (formerly Residence Inn by Marriott) December 1988 - April 1992
Ingersoll Rand - Rotary Drill Division 1986 - 1988
Skills
Asset Allocation, Portfolio Management, Wealth Management, Investments, Asset Managment, Investment Management, Strategic Financial..., Estate Planning, Fixed Income, Wealth, High Net Worth..., Bonds, Financial Advisory, Investment Advisory, Credit, Series 7, Investment Strategies, Risk Management, Financial Planning, Asset Management, Financial Analysis, Management, Analysis, Mutual Funds, Banking, Trading, Finance, Financial Services, Alternative Investments, Retirement Planning, Equities, Securities, Leadership, Customer Service, Financial Modeling, Funding, Capital Markets, Sales, Valuation, Strategic Planning, Credit Analysis, Business Development, Relationship Management, Team Building, Loans, Hedge Funds, Mergers & Acquisitions, Strategy, Process Improvement, Financial Risk
Education
University of Nebraska at Omaha 1990 — 1992
Master of Business Administration (M.B.A.), Business, 3.292 (Possible 4.0)
University of Nebraska at Omaha 1988 — 1990
Bachelor of Science in Business Administration (BSBA), Finance & Banking with a secondary specialization in Management Information Systems (MIS), 3.250 (Possible 4.0)
University of North Texas 1987 — 1988
Business
Plano Senior High School 1985 — 1987
High School Diploma, Business
Germantown High School 1983 — 1985
Wells Fargo Private Bank October 1996 - Present
CFA Institute 2001 - 2015
University of Nebraska at Omaha January 2008 - May 2008
Mutual of Omaha April 1992 - October 1996
Hawthorn Suites by Wyndham (formerly Residence Inn by Marriott) December 1988 - April 1992
Ingersoll Rand - Rotary Drill Division 1986 - 1988
Skills
Asset Allocation, Portfolio Management, Wealth Management, Investments, Asset Managment, Investment Management, Strategic Financial..., Estate Planning, Fixed Income, Wealth, High Net Worth..., Bonds, Financial Advisory, Investment Advisory, Credit, Series 7, Investment Strategies, Risk Management, Financial Planning, Asset Management, Financial Analysis, Management, Analysis, Mutual Funds, Banking, Trading, Finance, Financial Services, Alternative Investments, Retirement Planning, Equities, Securities, Leadership, Customer Service, Financial Modeling, Funding, Capital Markets, Sales, Valuation, Strategic Planning, Credit Analysis, Business Development, Relationship Management, Team Building, Loans, Hedge Funds, Mergers & Acquisitions, Strategy, Process Improvement, Financial Risk
Education
University of Nebraska at Omaha 1990 — 1992
Master of Business Administration (M.B.A.), Business, 3.292 (Possible 4.0)
University of Nebraska at Omaha 1988 — 1990
Bachelor of Science in Business Administration (BSBA), Finance & Banking with a secondary specialization in Management Information Systems (MIS), 3.250 (Possible 4.0)
University of North Texas 1987 — 1988
Business
Plano Senior High School 1985 — 1987
High School Diploma, Business
Germantown High School 1983 — 1985
Chip Flannagan Chip Flannagan's Wells Fargo Private Bank Experience March 2007 - Present
Job SVP & Regional Managing Director at Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo Private Bank March 2007 - Present
LaSalle Bank December 2005 - March 2007
LaSalle Bank December 1997 - December 2005
First Bank July 1995 - December 1997
Boatmen's Bank May 1990 - July 1995
Skills
Wealth Management
Education
University of Missouri-Saint Louis 1985 — 1987
M.B.A., Finance
University of Missouri-Saint Louis 1981 — 1985
B.A., Clinical Psychology
Wells Fargo Private Bank March 2007 - Present
LaSalle Bank December 2005 - March 2007
LaSalle Bank December 1997 - December 2005
First Bank July 1995 - December 1997
Boatmen's Bank May 1990 - July 1995
Skills
Wealth Management
Education
University of Missouri-Saint Louis 1985 — 1987
M.B.A., Finance
University of Missouri-Saint Louis 1981 — 1985
B.A., Clinical Psychology
Laura F Burke's Wells Fargo Private Bank Experience January 2010 - October 2011
Job Director, Customer Service at Bare Necessities
Industry Apparel & Fashion
Experience
Bare Necessities May 2012 - Present
LUV4HUMANity October 2009 - Present
Wells Fargo Private Bank January 2010 - October 2011
Wells Fargo Private Bank November 2006 - January 2010
Wachovia Wealth Management August 2005 - November 2006
Wachovia Bank June 2002 - August 2005
Skills
Wealth Management
Education
University of Connecticut 1998 — 2002
BS, Finance, Spanish
James Caldwell High School 1994 — 1998
Bare Necessities May 2012 - Present
LUV4HUMANity October 2009 - Present
Wells Fargo Private Bank January 2010 - October 2011
Wells Fargo Private Bank November 2006 - January 2010
Wachovia Wealth Management August 2005 - November 2006
Wachovia Bank June 2002 - August 2005
Skills
Wealth Management
Education
University of Connecticut 1998 — 2002
BS, Finance, Spanish
James Caldwell High School 1994 — 1998
Katelyn Hart Katelyn Hart's Wells Fargo Private Bank Experience July 2013 - Present
Job Investment Management Associate at Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo Private Bank July 2013 - Present
Paul Mitchell the School Denver March 2011 - July 2013
Paul Mitchell Schools May 2010 - March 2011
Skills
Leadership, Marketing, Admissions, Career Development, Recruiting, Finance, Banking, Financial Analysis, Management, Research, Investment Management, Portfolio Management, Equity Trading, Fixed Income Strategies, Customer Service
Education
University of Colorado at Denver 2009 — 2013
Finance and Financial Management Services, 3.7 GPA
Mullen High School 2005 — 2009
4.3 GPA
Wells Fargo Private Bank July 2013 - Present
Paul Mitchell the School Denver March 2011 - July 2013
Paul Mitchell Schools May 2010 - March 2011
Skills
Leadership, Marketing, Admissions, Career Development, Recruiting, Finance, Banking, Financial Analysis, Management, Research, Investment Management, Portfolio Management, Equity Trading, Fixed Income Strategies, Customer Service
Education
University of Colorado at Denver 2009 — 2013
Finance and Financial Management Services, 3.7 GPA
Mullen High School 2005 — 2009
4.3 GPA
Melinda Woodell Melinda Woodell's Wells Fargo Private Bank Experience October 2011 - Present
Job Senior Vice President/Wealth Advisor at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank October 2011 - Present
Bank of America/Merrill Lynch April 2011 - October 2011
US Trust-Bank of America Private Wealth Management April 2001 - April 2011
Bank of America June 1994 - April 2001
Bank of America September 1991 - June 1994
Skills
Banking, Strategy, Loans, Credit, Asset Management, Estate Planning, Financial Advisory, Management, Private Banking, Insurance, Wealth, Commercial Lending, Wealth Management, Portfolio Management, Investment Management, High Net Worth...
Education
University of Pennsylvania - The Wharton School 2009 — 2010
Master of Business Administration (MBA), Executive MBA Program for US Trust, completed 1st year of 2 year program
NASD Series 7 and 66 2001 — 2001
University of Phoenix 1996 — 1999
BSBM, Business Management
California Life Insurance 1996 — 1996
Wells Fargo Private Bank October 2011 - Present
Bank of America/Merrill Lynch April 2011 - October 2011
US Trust-Bank of America Private Wealth Management April 2001 - April 2011
Bank of America June 1994 - April 2001
Bank of America September 1991 - June 1994
Skills
Banking, Strategy, Loans, Credit, Asset Management, Estate Planning, Financial Advisory, Management, Private Banking, Insurance, Wealth, Commercial Lending, Wealth Management, Portfolio Management, Investment Management, High Net Worth...
Education
University of Pennsylvania - The Wharton School 2009 — 2010
Master of Business Administration (MBA), Executive MBA Program for US Trust, completed 1st year of 2 year program
NASD Series 7 and 66 2001 — 2001
University of Phoenix 1996 — 1999
BSBM, Business Management
California Life Insurance 1996 — 1996
Sohail Dadabhoy Sohail Dadabhoy's Wells Fargo Private Bank Experience February 2014 - Present
Job Strategic Planning Manager, CFP at Wells Fargo Wealth Management
Industry Banking
Experience
Wells Fargo Private Bank February 2014 - Present
Wells Fargo Private Bank September 2007 - January 2014
Wells Fargo 1996 - 2007
Bank of America 2004 - 2005
Skills
Private Banking, Portfolio Management, Wealth Management, Series 7, Banking
Education
University of California, Irvine 1998 — 2003
BS, Economics and Minor in Management
High School 1994 — 1998
Wells Fargo Private Bank February 2014 - Present
Wells Fargo Private Bank September 2007 - January 2014
Wells Fargo 1996 - 2007
Bank of America 2004 - 2005
Skills
Private Banking, Portfolio Management, Wealth Management, Series 7, Banking
Education
University of California, Irvine 1998 — 2003
BS, Economics and Minor in Management
High School 1994 — 1998
Jayne Hartley's Wells Fargo Private Bank Experience February 2010 - May 2013
Job Sr. Wealth Strategist & Director of Planning at Union Bank Private Bank
Industry Financial Services
Experience
Union Bank Private Bank May 2013 - Present
Wells Fargo Private Bank February 2010 - May 2013
Secured Private Capital LLC June 2009 - February 2010
Coppercrest Funding LLC November 2005 - June 2009
Education
University of Houston Law Center 1982 — 1985
JD
Western Illinois University 1979 — 1982
BB, Accounting
Union Bank Private Bank May 2013 - Present
Wells Fargo Private Bank February 2010 - May 2013
Secured Private Capital LLC June 2009 - February 2010
Coppercrest Funding LLC November 2005 - June 2009
Education
University of Houston Law Center 1982 — 1985
JD
Western Illinois University 1979 — 1982
BB, Accounting
Leslee Olson Leslee Olson's Wells Fargo Private Bank Experience 2010 - Present
Job Senior Private Banker at Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo Private Bank 2010 - Present
California Bank of Commerce 2009 - 2009
U. S. Bank 1997 - 2009
The Bank of California 1990 - 1997
Wells Fargo Bank 1977 - 1990
Skills
Relationship Management, Private Banking, Commercial Banking, Banking, New Business Development, Customer Service, Portfolio Management
Education
University of Wisconsin-Madison 1969 — 1971
BA, French
University of North Carolina at Greensboro 1967 — 1969
French
Wells Fargo Private Bank 2010 - Present
California Bank of Commerce 2009 - 2009
U. S. Bank 1997 - 2009
The Bank of California 1990 - 1997
Wells Fargo Bank 1977 - 1990
Skills
Relationship Management, Private Banking, Commercial Banking, Banking, New Business Development, Customer Service, Portfolio Management
Education
University of Wisconsin-Madison 1969 — 1971
BA, French
University of North Carolina at Greensboro 1967 — 1969
French
Thomas A. Munzig | MBA | CTFA Thomas A. Munzig | MBA | CTFA's Wells Fargo Private Bank Experience 2012 - Present
Job Senior Trust and Fiduciary Specialist, International Specialist,Philanthropic Services Group at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo - Private Bank 2012 - Present
Topa Equities, Ltd. Family Office 2010 - 2012
Santa Barbara Bank & Trust 2008 - 2010
Wells Fargo - Private Bank, Family Wealth 1995 - 2008
Ojai-Tapo Citrus Assn. (Sunkist) 1985 - 1995
Topa Topa Ranch & Nursery, Inc. 1983 - 1995
Skills
Wealth Management, High Net Worth..., Wealth, Investment Management, Marketing, Family Office founding..., CRM, Finance, Asset Allocation, Investments, Portfolio Management, Financial Services, Banking, Business Planning, Philanthropy, Asset Management
Education
UCLA Anderson School of Management 1983 — 1985
MBA, Executive Management
University of California, Santa Barbara 1972 — 1975
BA, English
Wells Fargo - Private Bank 2012 - Present
Topa Equities, Ltd. Family Office 2010 - 2012
Santa Barbara Bank & Trust 2008 - 2010
Wells Fargo - Private Bank, Family Wealth 1995 - 2008
Ojai-Tapo Citrus Assn. (Sunkist) 1985 - 1995
Topa Topa Ranch & Nursery, Inc. 1983 - 1995
Skills
Wealth Management, High Net Worth..., Wealth, Investment Management, Marketing, Family Office founding..., CRM, Finance, Asset Allocation, Investments, Portfolio Management, Financial Services, Banking, Business Planning, Philanthropy, Asset Management
Education
UCLA Anderson School of Management 1983 — 1985
MBA, Executive Management
University of California, Santa Barbara 1972 — 1975
BA, English
Joseph Roberts's Wells Fargo Private Bank Experience November 2013 - Present
Job Wealth Strategist Specializing in Taxation
Industry Financial Services
Experience
Wells Fargo Private Bank November 2013 - Present
Abbot Downing March 2012 - November 2013
Wells Fargo Private Bank June 2010 - March 2012
PricewaterhouseCoopers LLP December 2007 - June 2010
The Stanley Laman Group, Ltd June 2007 - October 2007
Jackson Cross March 2006 - May 2007
Elam Law May 2006 - January 2007
Palmarella, Curry February 2006 - May 2006
Lawyering Together Program November 2004 - January 2006
Philadelphia Volunteer Lawyers for the Arts May 2005 - August 2005
Skills
Estate Planning, Tax Law, Financial Planning, Employee Benefits, Succession Planning, Asset Protection, Trusts, Wealth, Retirement Planning, Wills, Non-profits, Business Planning, Research, Public Speaking, High Net Worth..., Tax, Strategic Financial..., Wealth Management, Financial Planners, Investments, Asset Allocation, Asset Management, Finance, Financial Services, Endowment Funds, Investment Advisory, Wealth Management..., Wealth Preservation..., Nonprofits
Education
Villanova University School of Law 2007 — 2008
LL.M, Taxation
Villanova University School of Law 2004 — 2007
JD
University of South Florida 2000 — 2004
BA, Philosophy and Religious Studies
Wells Fargo Private Bank November 2013 - Present
Abbot Downing March 2012 - November 2013
Wells Fargo Private Bank June 2010 - March 2012
PricewaterhouseCoopers LLP December 2007 - June 2010
The Stanley Laman Group, Ltd June 2007 - October 2007
Jackson Cross March 2006 - May 2007
Elam Law May 2006 - January 2007
Palmarella, Curry February 2006 - May 2006
Lawyering Together Program November 2004 - January 2006
Philadelphia Volunteer Lawyers for the Arts May 2005 - August 2005
Skills
Estate Planning, Tax Law, Financial Planning, Employee Benefits, Succession Planning, Asset Protection, Trusts, Wealth, Retirement Planning, Wills, Non-profits, Business Planning, Research, Public Speaking, High Net Worth..., Tax, Strategic Financial..., Wealth Management, Financial Planners, Investments, Asset Allocation, Asset Management, Finance, Financial Services, Endowment Funds, Investment Advisory, Wealth Management..., Wealth Preservation..., Nonprofits
Education
Villanova University School of Law 2007 — 2008
LL.M, Taxation
Villanova University School of Law 2004 — 2007
JD
University of South Florida 2000 — 2004
BA, Philosophy and Religious Studies
Nicole (Moschetti) Vance Nicole (Moschetti) Vance's Wells Fargo Private Bank Experience 2007 - 2012
Job Regional Director & Senior Wealth Planning Strategist at Dunham Trust Company
Industry Financial Services
Experience
Dunham Trust Company December 2012 - Present
Law Offices of Nicole M. Vance October 2011 - Present
Wells Fargo Private Bank 2007 - 2012
Hale Lane Peek Dennison and Howard 2005 - 2007
PricewaterhouseCoopers, Tax and Legal Department 1999 - 2002
Skills
Wealth, Charities, Business Transition..., Estate Planning, Tax, Estate Law, Family Business, Asset Protection, Estate Tax Planning, Finance, Financial Advisory
Education
University of California, Hastings College of the Law 1996 — 1999
JD, Law
University of Nevada-Reno 1992 — 1996
BS, Finance
Dunham Trust Company December 2012 - Present
Law Offices of Nicole M. Vance October 2011 - Present
Wells Fargo Private Bank 2007 - 2012
Hale Lane Peek Dennison and Howard 2005 - 2007
PricewaterhouseCoopers, Tax and Legal Department 1999 - 2002
Skills
Wealth, Charities, Business Transition..., Estate Planning, Tax, Estate Law, Family Business, Asset Protection, Estate Tax Planning, Finance, Financial Advisory
Education
University of California, Hastings College of the Law 1996 — 1999
JD, Law
University of Nevada-Reno 1992 — 1996
BS, Finance
Jason Bell, CFA Jason Bell, CFA's Wells Fargo Private Bank Experience 2007 - Present
Job SVP, Senior Investment Strategist at Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo Private Bank 2007 - Present
Sacramento Business Review 2009 - 2015
CFA Institute 2009 - 2013
Legacy Capital Management 1999 - 2007
Skills
Portfolio Management, Investments, Asset Allocation, Equities, Investment Strategies, Asset Management, Alternative Investments, Financial Analysis, Risk Management, Management
Education
University of California, Davis - Graduate School of Management 1997 — 2000
MBA
University of the Pacific - Eberhardt School of Business 1988 — 1992
B.S.
Wells Fargo Private Bank 2007 - Present
Sacramento Business Review 2009 - 2015
CFA Institute 2009 - 2013
Legacy Capital Management 1999 - 2007
Skills
Portfolio Management, Investments, Asset Allocation, Equities, Investment Strategies, Asset Management, Alternative Investments, Financial Analysis, Risk Management, Management
Education
University of California, Davis - Graduate School of Management 1997 — 2000
MBA
University of the Pacific - Eberhardt School of Business 1988 — 1992
B.S.
Daggs, Ash's Wells Fargo Private Bank Experience November 2007 - Present
Job Wells Fargo Private Bank, Wealth Advisor
Industry Financial Services
Experience
Wells Fargo Private Bank November 2007 - Present
League to Save Lake Tahoe August 2011 - Present
Thomas Weisel Partners LLC March 2000 - October 2007
Franklin Templeton Investments January 1997 - March 2000
Education
University of San Diego 1990 — 1994
B.A., Sociology
Wells Fargo Private Bank November 2007 - Present
League to Save Lake Tahoe August 2011 - Present
Thomas Weisel Partners LLC March 2000 - October 2007
Franklin Templeton Investments January 1997 - March 2000
Education
University of San Diego 1990 — 1994
B.A., Sociology
Jim McGinty Jim McGinty's Wells Fargo Private Bank Experience May 2008 - July 2011
Job VP Senior Relationship Manager at PNC Wealth
Industry Financial Services
Experience
PNC Wealth August 2013 - Present
Hancock Bank July 2011 - July 2013
Wells Fargo Private Bank May 2008 - July 2011
Wachovia Securities July 2000 - April 2008
Education
University of South Florida - College of Business Administration 1982 — 1986
Bachelor of Arts, Accounting
PNC Wealth August 2013 - Present
Hancock Bank July 2011 - July 2013
Wells Fargo Private Bank May 2008 - July 2011
Wachovia Securities July 2000 - April 2008
Education
University of South Florida - College of Business Administration 1982 — 1986
Bachelor of Arts, Accounting
Timothy Parker, CFA, ADPA Timothy Parker, CFA, ADPA's Wells Fargo Private Bank Experience April 2005 - Present
Job SVP Senior Investment Strategist at Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo Private Bank April 2005 - Present
Wachovia Wealth Management April 2005 - Present
BBVA Compass Bank May 1999 - April 2005
Florida State Board of Administration April 1992 - May 1999
Skills
Wealth Management, Investments, Asset Allocation, Alternative Investments, Endowments, Portfolio Management, Financial Planning, Fixed Income, Private Banking, Investment Strategies, Retirement Planning, Trading, Bloomberg, Asset Management, Wealth Management..., Investment Advisory
Education
University of South Alabama 1977 — 1983
BS Accounting, Accounting and Finance
Wells Fargo Private Bank April 2005 - Present
Wachovia Wealth Management April 2005 - Present
BBVA Compass Bank May 1999 - April 2005
Florida State Board of Administration April 1992 - May 1999
Skills
Wealth Management, Investments, Asset Allocation, Alternative Investments, Endowments, Portfolio Management, Financial Planning, Fixed Income, Private Banking, Investment Strategies, Retirement Planning, Trading, Bloomberg, Asset Management, Wealth Management..., Investment Advisory
Education
University of South Alabama 1977 — 1983
BS Accounting, Accounting and Finance
Michael J. Opre, CFA Michael J. Opre, CFA's Wells Fargo Private Bank Experience June 2008 - November 2011
Job Portfolio Manager | Investment Officer | Wealth Manager | Investment Strategist | Global Capital Markets Expert
Industry Investment Management
Experience
SSI Investment Management November 2011 - Present
Wells Fargo Private Bank June 2008 - November 2011
Froley, Revy Investment Co. June 1998 - June 2008
Pacific Strategic Fund Group / Pegasus Holdings 1996 - 1998
Merrill Lynch 1992 - 1994
Wells Fargo Securities 1990 - 1992
Municicorp of California 1989 - 1990
Prudential Securities 1988 - 1989
Skills
Portfolio Management, Portfolio Strategy, Factset, SEI, Bloomberg, Moxy, Asset Allocation, Wealth Management, Alternative Investments, Convertible Bonds, Commodities, Equities, Fixed Income, Client Communication, Commodity, Money Management, Hedge Funds, Capital Markets, Investment Management, Bonds, Due Diligence, Mutual Funds, Investments, Risk Management, Strategy, Investment Strategies, Securities, Institutional..., Relationship Management, Retirement Planning, Wealth Management..., Equity Research, Investment Advisory, Asset Management, Financial Services, ETFs, Wealth, Financial Advisory
Education
University of California, Los Angeles - The Anderson School of Management 1994 — 1996
MBA, Finance
University of California, Los Angeles 1984 — 1989
BA, English
El Toro High School 1980 — 1984
SSI Investment Management November 2011 - Present
Wells Fargo Private Bank June 2008 - November 2011
Froley, Revy Investment Co. June 1998 - June 2008
Pacific Strategic Fund Group / Pegasus Holdings 1996 - 1998
Merrill Lynch 1992 - 1994
Wells Fargo Securities 1990 - 1992
Municicorp of California 1989 - 1990
Prudential Securities 1988 - 1989
Skills
Portfolio Management, Portfolio Strategy, Factset, SEI, Bloomberg, Moxy, Asset Allocation, Wealth Management, Alternative Investments, Convertible Bonds, Commodities, Equities, Fixed Income, Client Communication, Commodity, Money Management, Hedge Funds, Capital Markets, Investment Management, Bonds, Due Diligence, Mutual Funds, Investments, Risk Management, Strategy, Investment Strategies, Securities, Institutional..., Relationship Management, Retirement Planning, Wealth Management..., Equity Research, Investment Advisory, Asset Management, Financial Services, ETFs, Wealth, Financial Advisory
Education
University of California, Los Angeles - The Anderson School of Management 1994 — 1996
MBA, Finance
University of California, Los Angeles 1984 — 1989
BA, English
El Toro High School 1980 — 1984
David Stella, CFP, CIMA David Stella, CFP, CIMA's Wells Fargo Private Bank Experience March 2008 - Present
Job Senior Vice President | Wealth Management
Industry Financial Services
Experience
Wells Fargo Private Bank March 2008 - Present
Morgan Keegan & Co Inc 2002 - March 2008
SunTrust Bank 1998 - 2002
Bank of America 1996 - 1998
Morgan Stanley 1994 - 1996
Education
University of Notre Dame - Mendoza College of Business 2011 — 2013
Master of Business Administration (MBA), Finance & Strategy
University of Pennsylvania - The Wharton School 2007 — 2007
(CIMA) Certified Investment Management Analyst
University of Central Florida - College of Business Administration 1990 — 1994
BSBA, Finance
Wells Fargo Private Bank March 2008 - Present
Morgan Keegan & Co Inc 2002 - March 2008
SunTrust Bank 1998 - 2002
Bank of America 1996 - 1998
Morgan Stanley 1994 - 1996
Education
University of Notre Dame - Mendoza College of Business 2011 — 2013
Master of Business Administration (MBA), Finance & Strategy
University of Pennsylvania - The Wharton School 2007 — 2007
(CIMA) Certified Investment Management Analyst
University of Central Florida - College of Business Administration 1990 — 1994
BSBA, Finance
Dianne Prust Dianne Prust's Wells Fargo Private Bank Experience 2008 - 2011
Job Corporate and Commercial Banking at OneWest Bank
Industry Financial Services
Experience
OneWest Bank 2013 - Present
Wells Fargo Private Bank 2008 - 2011
Northern Trust 2005 - 2008
U.S. Bank 2002 - 2005
Bank of America 1997 - 2001
Skills
Mergers, Corporate Finance, Investment Banking, Portfolio Management, Investments, Financial Modeling, Strategic Financial..., Valuation, Capital Markets, Commercial Banking, Financial Analysis, Equities, Banking, Credit, Finance, Mergers & Acquisitions, M&A experience, Private Equity, Entrepreneurship, Management, Project Planning
Education
University of Virginia - Darden Graduate School of Business Administration 1990 — 1992
MBA
University of Colorado Boulder 1981 — 1985
BS, Finance/Accounting
OneWest Bank 2013 - Present
Wells Fargo Private Bank 2008 - 2011
Northern Trust 2005 - 2008
U.S. Bank 2002 - 2005
Bank of America 1997 - 2001
Skills
Mergers, Corporate Finance, Investment Banking, Portfolio Management, Investments, Financial Modeling, Strategic Financial..., Valuation, Capital Markets, Commercial Banking, Financial Analysis, Equities, Banking, Credit, Finance, Mergers & Acquisitions, M&A experience, Private Equity, Entrepreneurship, Management, Project Planning
Education
University of Virginia - Darden Graduate School of Business Administration 1990 — 1992
MBA
University of Colorado Boulder 1981 — 1985
BS, Finance/Accounting
Steve Lampson's Wells Fargo Private Bank Experience 2008 - 2010
Job State Farm Agent
Industry Insurance
Experience
State Farm Insurance July 2011 - Present
Bank of America 2011 - 2011
Wells Fargo Private Bank 2008 - 2010
The Makefield Group, Inc. 1990 - 2008
Mesirow Financial 1987 - 1990
Lehman Brothers Investment Bank 1985 - 1987
Clayton Brown & Associates 1982 - 1985
Skills
Insurance, Underwriting, Life Insurance, Investments, Retirement Planning, Disability Insurance, Mortgage Lending, Loans, Property & Casualty..., Banking, Fixed Annuities, Long-term Care, Health Insurance, Long Term Care Insurance, Real Estate, Term Life Insurance, Retirement, Mutual Funds, Refinance, Property, Small Business, Finance, Whole Life, Financial Services, Homeowners, Commercial Insurance, Umbrella Insurance, Renters, Estate Planning, Workers Compensation, IRAs, Strategic Financial..., Claim, General Insurance, Legal Liability, Liability, Motorcycle, Employee Benefits, Inland Marine, Risk Management, Training, Agents, Residential Mortgages, Series 7, Universal Life, Permanent Life Insurance, Wealth Management, Bonds, Portfolio Management, Commercial Lending
Education
University of Illinois at Urbana-Champaign - College of Business 1978 — 1982
Bachelor of Science Degree, Investments & Banking Concentration
State Farm Insurance July 2011 - Present
Bank of America 2011 - 2011
Wells Fargo Private Bank 2008 - 2010
The Makefield Group, Inc. 1990 - 2008
Mesirow Financial 1987 - 1990
Lehman Brothers Investment Bank 1985 - 1987
Clayton Brown & Associates 1982 - 1985
Skills
Insurance, Underwriting, Life Insurance, Investments, Retirement Planning, Disability Insurance, Mortgage Lending, Loans, Property & Casualty..., Banking, Fixed Annuities, Long-term Care, Health Insurance, Long Term Care Insurance, Real Estate, Term Life Insurance, Retirement, Mutual Funds, Refinance, Property, Small Business, Finance, Whole Life, Financial Services, Homeowners, Commercial Insurance, Umbrella Insurance, Renters, Estate Planning, Workers Compensation, IRAs, Strategic Financial..., Claim, General Insurance, Legal Liability, Liability, Motorcycle, Employee Benefits, Inland Marine, Risk Management, Training, Agents, Residential Mortgages, Series 7, Universal Life, Permanent Life Insurance, Wealth Management, Bonds, Portfolio Management, Commercial Lending
Education
University of Illinois at Urbana-Champaign - College of Business 1978 — 1982
Bachelor of Science Degree, Investments & Banking Concentration
Shawn McElmoyl's Wells Fargo Private Bank Experience July 2002 - Present
Job Regional Managing Director at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank July 2002 - Present
Prudential Securities 1998 - 2002
Edward Jones 1995 - 1998
US Army, Field Artillery 1985 - 1993
Skills
Wealth Management, Series 7, Retirement Planning, Management, Investments, Portfolio Management, Commercial Lending, Asset Allocation, Banking, Financial Services, Credit, Series 63, Risk Management, Leadership, Mutual Funds, Finance
Education
University of Oregon
Wells Fargo Private Bank July 2002 - Present
Prudential Securities 1998 - 2002
Edward Jones 1995 - 1998
US Army, Field Artillery 1985 - 1993
Skills
Wealth Management, Series 7, Retirement Planning, Management, Investments, Portfolio Management, Commercial Lending, Asset Allocation, Banking, Financial Services, Credit, Series 63, Risk Management, Leadership, Mutual Funds, Finance
Education
University of Oregon
Win Englebert Win Englebert's Wells Fargo Private Bank Experience August 2007 - August 2009
Job Vice President, Business Developement Officer at Bank of the West
Industry Banking
Experience
Bank of the West September 2012 - Present
AmericanWest Bank August 2009 - September 2012
Wells Fargo Private Bank August 2007 - August 2009
Wells Fargo August 2007 - August 2009
Wells Fargo Private Bank 2002 - 2009
Wells Fargo Bank 2002 - 2004
WAMU Business Banking 1999 - 2002
Skills
Needs Analysis, Commercial Banking, Sales, Private Banking, Loans, Banking, Business Development, SBA, Consumer Lending, Wealth Management..., Strategy, Credit, Private Equity, Securities, Relationship Management, Finance, Financial Services, Commercial Lending, Strategic Financial..., Small Business Lending, CRM, Business Planning, Leadership, Risk Management, Asset Based Lending, Financial Analysis, Asset Management, Mortgage Lending, Executive Management, Retail Banking, Small Business, Real Estate Financing, Mergers & Acquisitions, Treasury Management, Wealth Management, Financial Modeling, Insurance, Lines Of Credit, High Net Worth..., Target Marketing, Credit Analysis, Investment Advisory, Proposal Writing, Mutual Funds, Corporate Finance, Portfolio Management, Series 7, Underwriting, Cross Selling, Loan Origination
Education
University of Arizona, Eller College of Management 1967 — 1972
BS, Business
Bank of the West September 2012 - Present
AmericanWest Bank August 2009 - September 2012
Wells Fargo Private Bank August 2007 - August 2009
Wells Fargo August 2007 - August 2009
Wells Fargo Private Bank 2002 - 2009
Wells Fargo Bank 2002 - 2004
WAMU Business Banking 1999 - 2002
Skills
Needs Analysis, Commercial Banking, Sales, Private Banking, Loans, Banking, Business Development, SBA, Consumer Lending, Wealth Management..., Strategy, Credit, Private Equity, Securities, Relationship Management, Finance, Financial Services, Commercial Lending, Strategic Financial..., Small Business Lending, CRM, Business Planning, Leadership, Risk Management, Asset Based Lending, Financial Analysis, Asset Management, Mortgage Lending, Executive Management, Retail Banking, Small Business, Real Estate Financing, Mergers & Acquisitions, Treasury Management, Wealth Management, Financial Modeling, Insurance, Lines Of Credit, High Net Worth..., Target Marketing, Credit Analysis, Investment Advisory, Proposal Writing, Mutual Funds, Corporate Finance, Portfolio Management, Series 7, Underwriting, Cross Selling, Loan Origination
Education
University of Arizona, Eller College of Management 1967 — 1972
BS, Business
Corwin Marbly Jr. Corwin Marbly Jr.'s Wells Fargo Private Bank Experience November 2009 - Present
Job Wealth Management Wealth Advisor Client Associate Wells Fargo Private Bank
Industry Executive Office
Experience
Wells Fargo Private Bank November 2009 - Present
Adecco February 2009 - Present
First Dibz August 2007 - November 2009
Houlihan Lokey 2005 - 2007
Skills
Public Speaking, Mergers & Acquisitions, Due Diligence, Investment Banking, Corporate Finance, Private Equity, Financial Modeling, Restructuring, Valuation, Financial Analysis, Corporate Development, Strategic Planning, Financial Reporting, Strategy, Event Planning
Education
University of Illinois at Chicago 1994 — 1998
Business Administration, Management and Operations
Olive-Harvey College 1994 — 1996
Associate of Arts and Sciences (A.A.S.), Information Technology
Wells Fargo Private Bank November 2009 - Present
Adecco February 2009 - Present
First Dibz August 2007 - November 2009
Houlihan Lokey 2005 - 2007
Skills
Public Speaking, Mergers & Acquisitions, Due Diligence, Investment Banking, Corporate Finance, Private Equity, Financial Modeling, Restructuring, Valuation, Financial Analysis, Corporate Development, Strategic Planning, Financial Reporting, Strategy, Event Planning
Education
University of Illinois at Chicago 1994 — 1998
Business Administration, Management and Operations
Olive-Harvey College 1994 — 1996
Associate of Arts and Sciences (A.A.S.), Information Technology
Paul French, CFA Paul French, CFA's Wells Fargo Private Bank Experience April 2012 - October 2013
Job Institutional Client Relations Director Balance Sheet Assets at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management October 2013 - Present
Wells Fargo Private Bank April 2012 - October 2013
Diversified Investment Advisors October 2010 - April 2012
Wachovia, A Wells Fargo Company March 2002 - October 2009
Wachovia, A Wells Fargo Company June 2000 - March 2002
Wachovia, A Wells Fargo Company July 1999 - June 2000
Skills
Conference Speaking, Economics, Institutional Clients, Portfolio Strategy, Retirement Services, Retirement Plan..., Customer Presentations, Investments, Investment Strategies, Highly Analytical, Writing Skills, ALM, Portfolio Management, Fixed Income, Retirement
Education
University of Pittsburgh 1992 — 1997
B.S., Business/Chemistry
Wells Capital Management October 2013 - Present
Wells Fargo Private Bank April 2012 - October 2013
Diversified Investment Advisors October 2010 - April 2012
Wachovia, A Wells Fargo Company March 2002 - October 2009
Wachovia, A Wells Fargo Company June 2000 - March 2002
Wachovia, A Wells Fargo Company July 1999 - June 2000
Skills
Conference Speaking, Economics, Institutional Clients, Portfolio Strategy, Retirement Services, Retirement Plan..., Customer Presentations, Investments, Investment Strategies, Highly Analytical, Writing Skills, ALM, Portfolio Management, Fixed Income, Retirement
Education
University of Pittsburgh 1992 — 1997
B.S., Business/Chemistry
Brett Halley Brett Halley's Wells Fargo Private Bank Experience 2002 - Present
Job Investment Manager
Industry Financial Services
Experience
Wells Fargo Private Bank 2002 - Present
QA3 January 2000 - March 2002
River City Capital Management July 1997 - March 2002
Equitable of Iowa July 1993 - July 1997
Iowa Foundation for Medical Care 1991 - 1994
Skills
Wealth Management, Retirement Planning, Investments, Asset Managment, Portfolio Management, Strategic Financial..., Investment Advisory, Retirement, Estate Planning, 401k, Asset Allocation, Strategic Planning, Securities, Due Diligence, Asset Management, Finance, Fixed Income, Investment Management, High Net Worth..., Hedge Funds, Financial Advisory, Mutual Funds, Investment Strategies, Alternative Investments, Financial Analysis, Financial Planning
Education
University of Iowa - Henry B. Tippie College of Business 1984 — 1990
Master of Business Administration (M.B.A.)
Wells Fargo Private Bank 2002 - Present
QA3 January 2000 - March 2002
River City Capital Management July 1997 - March 2002
Equitable of Iowa July 1993 - July 1997
Iowa Foundation for Medical Care 1991 - 1994
Skills
Wealth Management, Retirement Planning, Investments, Asset Managment, Portfolio Management, Strategic Financial..., Investment Advisory, Retirement, Estate Planning, 401k, Asset Allocation, Strategic Planning, Securities, Due Diligence, Asset Management, Finance, Fixed Income, Investment Management, High Net Worth..., Hedge Funds, Financial Advisory, Mutual Funds, Investment Strategies, Alternative Investments, Financial Analysis, Financial Planning
Education
University of Iowa - Henry B. Tippie College of Business 1984 — 1990
Master of Business Administration (M.B.A.)
Mike Coggin's Wells Fargo Private Bank Experience June 2009 - August 2015
Job Vice President Commercial Banking at BB&T
Industry Financial Services
Experience
BB&T August 2015 - Present
Wells Fargo Private Bank June 2009 - August 2015
Bank of North Georgia October 2007 - May 2009
KENSINGTON HOMEBUILDERS, INC November 2002 - October 2007
Regions Financial Corporation April 1999 - November 2002
SOUTHTRUST BANK January 1997 - April 1999
Compass Bank January 1995 - January 1997
ADP August 1992 - November 1994
Skills
Commercial Lending, Commercial Banking, Loan Structuring, Credit Analysis, Loan Origination, Credit, Investments, Finance, Asset Management, Financial Analysis, Loans, Treasury Management, Banking, Portfolio Management, Financial Structuring, Wealth Management, Real Estate
Education
University of Alabama at Birmingham 1995 — 1996
Master, Business Administration
University of Alabama 1986 — 1992
Bachelor of Science, Commerce and Business Administration; Accounting
BB&T August 2015 - Present
Wells Fargo Private Bank June 2009 - August 2015
Bank of North Georgia October 2007 - May 2009
KENSINGTON HOMEBUILDERS, INC November 2002 - October 2007
Regions Financial Corporation April 1999 - November 2002
SOUTHTRUST BANK January 1997 - April 1999
Compass Bank January 1995 - January 1997
ADP August 1992 - November 1994
Skills
Commercial Lending, Commercial Banking, Loan Structuring, Credit Analysis, Loan Origination, Credit, Investments, Finance, Asset Management, Financial Analysis, Loans, Treasury Management, Banking, Portfolio Management, Financial Structuring, Wealth Management, Real Estate
Education
University of Alabama at Birmingham 1995 — 1996
Master, Business Administration
University of Alabama 1986 — 1992
Bachelor of Science, Commerce and Business Administration; Accounting
David Baer David Baer's Wells Fargo Private Bank Experience December 2007 - February 2013
Job Wealth Advisor, Regions Private Wealth Management
Industry Financial Services
Experience
Regions Financial Corporation August 2015 - Present
J.P. Morgan February 2013 - July 2015
Wells Fargo Private Bank December 2007 - February 2013
SunTrust Bank March 2006 - December 2007
Fifth Third Bank February 2005 - March 2006
Bank of America February 2004 - February 2005
SunTrust Bank February 2002 - February 2004
Bank of America September 1997 - February 2002
Kirchman Corporation August 1995 - September 1997
Skills
Portfolio Management, Wealth Management, Investments, Banking, Financial Services, Strategic Financial..., Credit, Loans, Equities, Series 7, Investment Management, Private Banking
Education
University of Central Florida - College of Business Administration 1993 — 1995
BSBA, Finance
Valencia Community College 1991 — 1993
AA
Vero Beach High School 1986 — 1989
Regions Financial Corporation August 2015 - Present
J.P. Morgan February 2013 - July 2015
Wells Fargo Private Bank December 2007 - February 2013
SunTrust Bank March 2006 - December 2007
Fifth Third Bank February 2005 - March 2006
Bank of America February 2004 - February 2005
SunTrust Bank February 2002 - February 2004
Bank of America September 1997 - February 2002
Kirchman Corporation August 1995 - September 1997
Skills
Portfolio Management, Wealth Management, Investments, Banking, Financial Services, Strategic Financial..., Credit, Loans, Equities, Series 7, Investment Management, Private Banking
Education
University of Central Florida - College of Business Administration 1993 — 1995
BSBA, Finance
Valencia Community College 1991 — 1993
AA
Vero Beach High School 1986 — 1989
Joe Dauskurdas's Wells Fargo Private Bank Experience October 2008 - May 2010
Job Growth Oriented Sales Leader | Strategy Development | Build Winning Teams | Drive Results | Partner Leverage
Industry Computer Software
Experience
TDWI March 2015 - Present
Demand Media - Pluck and CoveritLive Divisions July 2012 - February 2015
Bazaarvoice May 2010 - July 2012
Wells Fargo Private Bank October 2008 - May 2010
Keller Williams Realty 2001 - October 2008
Dell 1992 - 2001
GE Capital 1988 - 1992
GE 1986 - 1988
Skills
Cross-functional Team..., New Business Development, Strategy, SaaS, Leadership, Business Development, Management, Lead Generation, Sales, Sales & Marketing..., Salesforce.com, Selling, Product Marketing, Public Speaking, Strategic Planning, Sales Management, Program Management, Business Planning, Entrepreneurship, Team Leadership, Marketing, Strategic Partnerships, Direct Sales, Go-to-market Strategy, Enterprise Software, E-commerce, Social Commerce, Account Management, Sales Process, Start-ups, Cloud Computing, CRM, Analytics
Education
University of Iowa
Bachelor's Degree, Economics and Finance
Western Illinois University
Economics and Finance
TDWI March 2015 - Present
Demand Media - Pluck and CoveritLive Divisions July 2012 - February 2015
Bazaarvoice May 2010 - July 2012
Wells Fargo Private Bank October 2008 - May 2010
Keller Williams Realty 2001 - October 2008
Dell 1992 - 2001
GE Capital 1988 - 1992
GE 1986 - 1988
Skills
Cross-functional Team..., New Business Development, Strategy, SaaS, Leadership, Business Development, Management, Lead Generation, Sales, Sales & Marketing..., Salesforce.com, Selling, Product Marketing, Public Speaking, Strategic Planning, Sales Management, Program Management, Business Planning, Entrepreneurship, Team Leadership, Marketing, Strategic Partnerships, Direct Sales, Go-to-market Strategy, Enterprise Software, E-commerce, Social Commerce, Account Management, Sales Process, Start-ups, Cloud Computing, CRM, Analytics
Education
University of Iowa
Bachelor's Degree, Economics and Finance
Western Illinois University
Economics and Finance
Laura Koury Laura Koury's Wells Fargo Private Bank Experience July 2010 - July 2014
Job Property Manager at Lion's Share Properties
Industry Real Estate
Experience
Lion's Share Properties LLC 2014 - Present
Wells Fargo Private Bank July 2010 - July 2014
Wells Fargo Private Client Services 2004 - 2007
Northwestern Mutual 2000 - 2005
Skills
Event Planning, Sales Support, Customer Service, Microsoft Office, New Business Development, Event Management, Team Building, Public Speaking, Public Relations, Change Management, Sales, Project Planning, Sales Operations, Business Development, Banking, Analysis, Recruiting, Training, Time Management, Strategic Planning, Strategy, Leadership
Education
UCI
Lion's Share Properties LLC 2014 - Present
Wells Fargo Private Bank July 2010 - July 2014
Wells Fargo Private Client Services 2004 - 2007
Northwestern Mutual 2000 - 2005
Skills
Event Planning, Sales Support, Customer Service, Microsoft Office, New Business Development, Event Management, Team Building, Public Speaking, Public Relations, Change Management, Sales, Project Planning, Sales Operations, Business Development, Banking, Analysis, Recruiting, Training, Time Management, Strategic Planning, Strategy, Leadership
Education
UCI
Shawn Shayestehfar Shawn Shayestehfar's Wells Fargo Private Bank Experience October 2013 - Present
Job Vice PresidentSenior Private Banker at Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo Private Bank October 2013 - Present
Platinum Capital Real Estate & Investment Inc. August 2007 - October 2013
City Capital Finance August 2007 - October 2013
The Mortgage Store February 2006 - August 2007
Wells Fargo Bank January 2005 - February 2006
Skills
Real Estate Financing, Loans, Commercial Mortgages, Real Estate, Investments, Wealth Management, Private Banking, Estate Planning, Investment Properties, Investors, Real Estate Economics, Financial Structuring, Brokerage, Mortgage Lending, Commercial Real Estate, Finance, Commercial Lending, Real Estate Transactions, Loan Origination, Funding, Bridge Loans, REO, Foreclosures, Refinance, Small Business Lending, Commercial Finance, Asset Management, Disposition, FHA financing, Portfolio Management, Contract Negotiation, Due Diligence, Property Management, Construction Loans, Apartments, 1031 Exchanges, Mortgage, Real Estate Finance, Commercial Banking, Valuation, Capital Markets, Loan Structuring, Real Estate Investment, Foreign Exchange, Special Needs Trusts, Trust Services
Education
University of California, Los Angeles
BS, Molecular Genetics
Wells Fargo Private Bank October 2013 - Present
Platinum Capital Real Estate & Investment Inc. August 2007 - October 2013
City Capital Finance August 2007 - October 2013
The Mortgage Store February 2006 - August 2007
Wells Fargo Bank January 2005 - February 2006
Skills
Real Estate Financing, Loans, Commercial Mortgages, Real Estate, Investments, Wealth Management, Private Banking, Estate Planning, Investment Properties, Investors, Real Estate Economics, Financial Structuring, Brokerage, Mortgage Lending, Commercial Real Estate, Finance, Commercial Lending, Real Estate Transactions, Loan Origination, Funding, Bridge Loans, REO, Foreclosures, Refinance, Small Business Lending, Commercial Finance, Asset Management, Disposition, FHA financing, Portfolio Management, Contract Negotiation, Due Diligence, Property Management, Construction Loans, Apartments, 1031 Exchanges, Mortgage, Real Estate Finance, Commercial Banking, Valuation, Capital Markets, Loan Structuring, Real Estate Investment, Foreign Exchange, Special Needs Trusts, Trust Services
Education
University of California, Los Angeles
BS, Molecular Genetics
Aava Mokhber Aava Mokhber's Wells Fargo Private Bank Experience October 2013 - Present
Job Wealth Advisor Client Associate at Wells Fargo Private Bank
Industry Investment Banking
Experience
Wells Fargo Private Bank October 2013 - Present
Wells Fargo Bank November 2009 - October 2013
Santa Cruz Biotechnology 2008 - 2009
Stanford University Department of Comparative Medicine 2008 - 2008
Skills
Retail Banking, Customer Service, Sales Management, Accounting, Accounts Receivable, Accounts Payable, QuickBooks, GAAP, Microsoft Office, Time Management, Kronos Timekeeping, PeopleSoft, Team Leadership, CRM, Analysis, Microsoft Excel, Sales
Education
University of California, Santa Cruz 2005 — 2009
B.A., Honors, Business Management, Economics
Wells Fargo Private Bank October 2013 - Present
Wells Fargo Bank November 2009 - October 2013
Santa Cruz Biotechnology 2008 - 2009
Stanford University Department of Comparative Medicine 2008 - 2008
Skills
Retail Banking, Customer Service, Sales Management, Accounting, Accounts Receivable, Accounts Payable, QuickBooks, GAAP, Microsoft Office, Time Management, Kronos Timekeeping, PeopleSoft, Team Leadership, CRM, Analysis, Microsoft Excel, Sales
Education
University of California, Santa Cruz 2005 — 2009
B.A., Honors, Business Management, Economics
Julie Chiu's Wells Fargo Private Bank Experience November 2008 - July 2012
Job Treasury Specialist at Plantronics
Industry Telecommunications
Experience
Plantronics April 2015 - Present
The Private Client Reserve of US Bank July 2012 - March 2015
Wells Fargo Private Bank November 2008 - July 2012
Wells Fargo July 2005 - November 2008
Skills
Notary Public, Banking, Sales, Private Banking, Wealth Management, Portfolio Management, Retail Banking, Customer Service, Risk Management, Microsoft Excel, PowerPoint, Microsoft Word, Wealth Management..., Cross Selling, Lotus Notes, Finance, Recruiting, Project Management, Event Planning
Education
University of California, Davis 2001 — 2005
Bachelor, Chinese and minor in Economics
Plantronics April 2015 - Present
The Private Client Reserve of US Bank July 2012 - March 2015
Wells Fargo Private Bank November 2008 - July 2012
Wells Fargo July 2005 - November 2008
Skills
Notary Public, Banking, Sales, Private Banking, Wealth Management, Portfolio Management, Retail Banking, Customer Service, Risk Management, Microsoft Excel, PowerPoint, Microsoft Word, Wealth Management..., Cross Selling, Lotus Notes, Finance, Recruiting, Project Management, Event Planning
Education
University of California, Davis 2001 — 2005
Bachelor, Chinese and minor in Economics
Darlene M. Marchesani Darlene M. Marchesani's Wells Fargo Private Bank Experience February 2005 - September 2011
Job Managing Director/Chief Personal Trust Officer/Trust Counsel
Industry Financial Services
Experience
Evercore May 2015 - Present
Wilmington Trust Company September 2011 - May 2015
Wells Fargo Private Bank February 2005 - September 2011
Wilmington Trust Corporation December 2002 - November 2004
PNC Advisors October 1999 - December 2002
Reed Smith Shaw & McClay May 1996 - October 1999
Mesirov Gelman Jaffe Cramer & Jamieson May 1995 - May 1996
Richards Layton & Finger 1992 - 1996
Skills
Estate Planning, Wealth Management, Trusts, Risk Management, Investments, Portfolio Management, Asset Management, Securities, Financial Services, Asset Allocation, Management, Alternative Investments, Banking, Financial Planning
Education
Widener University School of Law 1990 — 1992
LL.M., Taxation
Widener University School of Law 1987 — 1990
J.D.
University of Delaware 1983 — 1987
B.A., Political Science
Evercore May 2015 - Present
Wilmington Trust Company September 2011 - May 2015
Wells Fargo Private Bank February 2005 - September 2011
Wilmington Trust Corporation December 2002 - November 2004
PNC Advisors October 1999 - December 2002
Reed Smith Shaw & McClay May 1996 - October 1999
Mesirov Gelman Jaffe Cramer & Jamieson May 1995 - May 1996
Richards Layton & Finger 1992 - 1996
Skills
Estate Planning, Wealth Management, Trusts, Risk Management, Investments, Portfolio Management, Asset Management, Securities, Financial Services, Asset Allocation, Management, Alternative Investments, Banking, Financial Planning
Education
Widener University School of Law 1990 — 1992
LL.M., Taxation
Widener University School of Law 1987 — 1990
J.D.
University of Delaware 1983 — 1987
B.A., Political Science
Kara Proctor Kara Proctor's Wells Fargo Private Bank Experience 2007 - 2009
Job Associate Advisor at McGladrey Wealth Management LLC
Industry Investment Management
Experience
McGladrey August 2013 - Present
McGladrey Wealth Management LLC 2013 - Present
Raymond James Financial Inc. September 2009 - August 2013
Wells Fargo May 2007 - September 2009
Wells Fargo Private Bank 2007 - 2009
Skills
Higher Education, Research, Policy Analysis, Qualitative Research, Data Analysis, Statistics, Nonprofits, Public Speaking, Public Policy, Student Affairs, Program Evaluation, Teaching, Career Counseling, Organizational..., Social Media, Leadership Development, Leadership, Economics, Sustainability, Analysis
Education
University of Minnesota-Duluth 2003 — 2007
Bachelor of Business Administration (BBA), Finance, General
University of Wisconsin-Stout 2004 — 2005
McGladrey August 2013 - Present
McGladrey Wealth Management LLC 2013 - Present
Raymond James Financial Inc. September 2009 - August 2013
Wells Fargo May 2007 - September 2009
Wells Fargo Private Bank 2007 - 2009
Skills
Higher Education, Research, Policy Analysis, Qualitative Research, Data Analysis, Statistics, Nonprofits, Public Speaking, Public Policy, Student Affairs, Program Evaluation, Teaching, Career Counseling, Organizational..., Social Media, Leadership Development, Leadership, Economics, Sustainability, Analysis
Education
University of Minnesota-Duluth 2003 — 2007
Bachelor of Business Administration (BBA), Finance, General
University of Wisconsin-Stout 2004 — 2005
Michael Perlmutter, CFA Michael Perlmutter, CFA's Wells Fargo Private Bank Experience August 2006 - February 2012
Job Internet Marketing | SEO | PPC | Social Media | Website Development | App | Custom CRM Systems | Staffing and Recruiting
Industry Staffing and Recruiting
Experience
Yes Crew August 2014 - Present
Yes Crew August 2014 - Present
Massage In LA February 2012 - August 2014
Wells Fargo Private Bank August 2006 - February 2012
Wells Fargo August 2006 - January 2008
Skills
Investments, Marketing, CRM, Start-ups, Business Development, SEO, Social Media Marketing, Client Development, WordPress, Website Development, Mobile Applications, Analysis, Programming, MySQL
Education
CFA (Chartered Financial Analyst) 2007 — 2010
CFA (Chartered Financial Analyst), Investments, Portfolio Management, Financial Statement Analysis, Economics, Alternative Investments
The Financial Industry Regulatory Authority (FINRA) 2007 — 2007
Series 7 & 66, Finance
University of California, Santa Barbara 2001 — 2005
Business Economics with emphasis in accounting, Business/Economics
Beverly Hills High School 1997 — 2001
Yes Crew August 2014 - Present
Yes Crew August 2014 - Present
Massage In LA February 2012 - August 2014
Wells Fargo Private Bank August 2006 - February 2012
Wells Fargo August 2006 - January 2008
Skills
Investments, Marketing, CRM, Start-ups, Business Development, SEO, Social Media Marketing, Client Development, WordPress, Website Development, Mobile Applications, Analysis, Programming, MySQL
Education
CFA (Chartered Financial Analyst) 2007 — 2010
CFA (Chartered Financial Analyst), Investments, Portfolio Management, Financial Statement Analysis, Economics, Alternative Investments
The Financial Industry Regulatory Authority (FINRA) 2007 — 2007
Series 7 & 66, Finance
University of California, Santa Barbara 2001 — 2005
Business Economics with emphasis in accounting, Business/Economics
Beverly Hills High School 1997 — 2001
Raeford Wall Raeford Wall's Wells Fargo Private Bank Experience April 2015 - September 2015
Job Vice President Small Business and Commercial USDA Lending at Community & Southern Bank, NMLS 1354204
Industry Banking
Experience
Community & Southern Bank October 2015 - Present
Wells Fargo Private Bank April 2015 - September 2015
PlusOne, LLC April 2012 - December 2014
Management Consulting March 2010 - April 2012
First South Bank 2007 - 2010
Investors Title Insurance Company 1998 - 2005
Fidelity Bank 1995 - 1998
Triangle Bank 1991 - 1995
First Home Federal 1986 - 1991
Skills
Banking, Portfolio Management, Loans, Selling, Credit, Credit Analysis, Customer Service, Customer Relations, Sales Management, New Business Development, Financial Analysis, Underwriting, Microsoft Office, Coaching, Management, Sales, Leadership, Marketing, Real Estate, Executive Management, Business Development, Credit Risk, Risk Management
Education
Western Carolina University 1976 — 1981
MBA, Business Administration
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1970 — 1974
BSBA, Business Adm
Community & Southern Bank October 2015 - Present
Wells Fargo Private Bank April 2015 - September 2015
PlusOne, LLC April 2012 - December 2014
Management Consulting March 2010 - April 2012
First South Bank 2007 - 2010
Investors Title Insurance Company 1998 - 2005
Fidelity Bank 1995 - 1998
Triangle Bank 1991 - 1995
First Home Federal 1986 - 1991
Skills
Banking, Portfolio Management, Loans, Selling, Credit, Credit Analysis, Customer Service, Customer Relations, Sales Management, New Business Development, Financial Analysis, Underwriting, Microsoft Office, Coaching, Management, Sales, Leadership, Marketing, Real Estate, Executive Management, Business Development, Credit Risk, Risk Management
Education
Western Carolina University 1976 — 1981
MBA, Business Administration
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1970 — 1974
BSBA, Business Adm
Ryan Dietz's Wells Fargo Private Bank Experience August 2003 - Present
Job Senior Vice President, Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo Private Bank August 2003 - Present
Skills
Wealth Transfer, Wealth Management, Alternative Investments, Financial Advisory, Asset Allocation, Investment Advisory, Retirement Planning, Asset Management, Financial Planning, Credit, Estate Planning, Insurance, High Net Worth..., Investments, Fixed Income, Risk Management, Private Banking, Asset Managment, Investment Strategies, Series 7, Strategic Financial..., Wealth Management..., Wealth
Education
University of Colorado Boulder
Wells Fargo Private Bank August 2003 - Present
Skills
Wealth Transfer, Wealth Management, Alternative Investments, Financial Advisory, Asset Allocation, Investment Advisory, Retirement Planning, Asset Management, Financial Planning, Credit, Estate Planning, Insurance, High Net Worth..., Investments, Fixed Income, Risk Management, Private Banking, Asset Managment, Investment Strategies, Series 7, Strategic Financial..., Wealth Management..., Wealth
Education
University of Colorado Boulder
David Guthrie David Guthrie's Wells Fargo Private Bank Experience 2005 - 2007
Job President
Industry Investment Management
Experience
America First Investment Advisors LLC October 2007 - Present
Wells Fargo Private Bank 2005 - 2007
US Bank Private Client Group 1989 - 2005
Commercial Federal Bank 1978 - 1989
Education
University of Washington, Michael G. Foster School of Business 1998 — 2000
PCBS- Banking
University of Nebraska-Lincoln 1982 — 1987
MBA, Economics
University of Nebraska-Lincoln 1978 — 1982
Bachelor of Science, Education-Secondary
America First Investment Advisors LLC October 2007 - Present
Wells Fargo Private Bank 2005 - 2007
US Bank Private Client Group 1989 - 2005
Commercial Federal Bank 1978 - 1989
Education
University of Washington, Michael G. Foster School of Business 1998 — 2000
PCBS- Banking
University of Nebraska-Lincoln 1982 — 1987
MBA, Economics
University of Nebraska-Lincoln 1978 — 1982
Bachelor of Science, Education-Secondary
Stephen Donahoe, CFA Stephen Donahoe, CFA's Wells Fargo Private Bank Experience April 2001 - March 2008
Job Sr. Investment Strategist at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo June 2014 - Present
CLS Investments, LLC March 2008 - May 2014
Wells Fargo Private Bank April 2001 - March 2008
Skills
Mutual Funds, Portfolio Management, Fixed Income, Investments, Asset Allocation, Equities, Asset Management, Securities, Investment Strategies, CFA Charterholder since..., Passed CPA exam in 1997, Investment Management, Alternative Investments, Investment Advisory, Finance, ETFs, Retirement Planning, Series 7
Education
University of Nebraska at Omaha 1987 — 1994
BSBA, Accounting
CFA Institute
CFA Charterholder
Wells Fargo June 2014 - Present
CLS Investments, LLC March 2008 - May 2014
Wells Fargo Private Bank April 2001 - March 2008
Skills
Mutual Funds, Portfolio Management, Fixed Income, Investments, Asset Allocation, Equities, Asset Management, Securities, Investment Strategies, CFA Charterholder since..., Passed CPA exam in 1997, Investment Management, Alternative Investments, Investment Advisory, Finance, ETFs, Retirement Planning, Series 7
Education
University of Nebraska at Omaha 1987 — 1994
BSBA, Accounting
CFA Institute
CFA Charterholder
Alex Mazzanti Alex Mazzanti's Wells Fargo Private Bank Experience July 2014 - Present
Job Vice President / Private Banker at Wells Fargo
Industry Banking
Experience
Wells Fargo Private Bank July 2014 - Present
PNC Wealth Management July 2004 - July 2014
LaSalle Bank March 2000 - June 2004
Bank of America December 1996 - March 2000
United States Army February 1990 - December 1993
Skills
Banking, Wealth Management, Asset Management, Commercial Lending, Asset Managment, Credit, Strategic Financial..., Investment Management, Credit Analysis, Commercial Banking, Loans, Small Business Lending, Portfolio Management, Estate Planning, Private Banking, Financial Planning
Education
University of Arkansas 1987 — 1996
BSBA, Finance and Banking
Wells Fargo Private Bank July 2014 - Present
PNC Wealth Management July 2004 - July 2014
LaSalle Bank March 2000 - June 2004
Bank of America December 1996 - March 2000
United States Army February 1990 - December 1993
Skills
Banking, Wealth Management, Asset Management, Commercial Lending, Asset Managment, Credit, Strategic Financial..., Investment Management, Credit Analysis, Commercial Banking, Loans, Small Business Lending, Portfolio Management, Estate Planning, Private Banking, Financial Planning
Education
University of Arkansas 1987 — 1996
BSBA, Finance and Banking
Colin Fatti's Wells Fargo Private Bank Experience May 2008 - September 2008
Job Managing Director Equity Research Sales at The Benchmark Company LLC
Industry Financial Services
Experience
The Benchmark Company October 2012 - Present
Wedbush Securities May 2009 - August 2012
Wells Fargo Private Bank May 2008 - September 2008
Putnam Investments January 2006 - December 2006
Skills
Series 7, Series 63, Financial Modeling, Equity Research, Investments, Valuation, Financial Analysis, Securities, Equities, Bloomberg, Uniform Combined State..., Portfolio Management, Asset Management, Financial Markets, Capital Markets, Hedge Funds, Mutual Funds
Education
Pepperdine University, Graziadio School of Business and Management 2007 — 2009
Master, Business Administration; Finance
University of Notre Dame - Mendoza College of Business 2001 — 2005
Bachelor, Business Administration, Management
The Benchmark Company October 2012 - Present
Wedbush Securities May 2009 - August 2012
Wells Fargo Private Bank May 2008 - September 2008
Putnam Investments January 2006 - December 2006
Skills
Series 7, Series 63, Financial Modeling, Equity Research, Investments, Valuation, Financial Analysis, Securities, Equities, Bloomberg, Uniform Combined State..., Portfolio Management, Asset Management, Financial Markets, Capital Markets, Hedge Funds, Mutual Funds
Education
Pepperdine University, Graziadio School of Business and Management 2007 — 2009
Master, Business Administration; Finance
University of Notre Dame - Mendoza College of Business 2001 — 2005
Bachelor, Business Administration, Management
Tom Hoeft, CFA Tom Hoeft, CFA's Wells Fargo Private Bank Experience February 2007 - July 2008
Job Funding Consultant at Well Fargo
Industry Financial Services
Experience
Well Fargo April 2012 - Present
Wells Fargo July 2008 - April 2012
Wells Fargo Private Bank February 2007 - July 2008
Hartford Life 2006 - 2007
University of Minnesota Duluth - Labovitz School of Business and Economics 2002 - 2006
ISD 111 1998 - 2002
Skills
Financial Analysis, Financial Modeling, Bloomberg, Investments, Equities, Fixed Income, Mutual Funds, Valuation, Finance, Strategic Financial..., Securities, Corporate Finance, Financial Statement..., Equity Valuation, Banking, Analysis, Hedge Funds, Derivatives, Treasury Management, Forecasting
Education
University of Minnesota-Duluth 2002 — 2006
Bachelor of Business Administration, Finance
Watertown-Mayer 1998 — 2002
Well Fargo April 2012 - Present
Wells Fargo July 2008 - April 2012
Wells Fargo Private Bank February 2007 - July 2008
Hartford Life 2006 - 2007
University of Minnesota Duluth - Labovitz School of Business and Economics 2002 - 2006
ISD 111 1998 - 2002
Skills
Financial Analysis, Financial Modeling, Bloomberg, Investments, Equities, Fixed Income, Mutual Funds, Valuation, Finance, Strategic Financial..., Securities, Corporate Finance, Financial Statement..., Equity Valuation, Banking, Analysis, Hedge Funds, Derivatives, Treasury Management, Forecasting
Education
University of Minnesota-Duluth 2002 — 2006
Bachelor of Business Administration, Finance
Watertown-Mayer 1998 — 2002
Debika Seth, CFA Debika Seth, CFA's Wells Fargo Private Bank Experience August 2013 - November 2014
Job Graduate Management Associate Sales and Pricing Analytics
Industry Investment Management
Experience
Toyota Financial Services August 2015 - Present
UCLA Anderson School of Management March 2015 - June 2015
Wells Fargo Private Bank August 2013 - November 2014
Wells Fargo December 2010 - August 2013
RNC Genter Capital Management 2009 - February 2011
RNC Genter Capital Management 2009 - March 2010
RNC Genter Capital Management July 2006 - March 2009
RNC Genter Capital Management December 2005 - June 2006
Skills
Bloomberg, Fixed Income, Equities, Portfolio Management, Financial Modeling, Asset Management, Investments, Financial Analysis, Bonds, Trading, Asset Allocation, Analysis, Banking, Securities, Investment Management, Economics, Credit
Education
UCLA Anderson School of Management 2012 — 2015
Master of Business Administration (MBA)
University of California, Los Angeles 2001 — 2005
BA, Economics
Toyota Financial Services August 2015 - Present
UCLA Anderson School of Management March 2015 - June 2015
Wells Fargo Private Bank August 2013 - November 2014
Wells Fargo December 2010 - August 2013
RNC Genter Capital Management 2009 - February 2011
RNC Genter Capital Management 2009 - March 2010
RNC Genter Capital Management July 2006 - March 2009
RNC Genter Capital Management December 2005 - June 2006
Skills
Bloomberg, Fixed Income, Equities, Portfolio Management, Financial Modeling, Asset Management, Investments, Financial Analysis, Bonds, Trading, Asset Allocation, Analysis, Banking, Securities, Investment Management, Economics, Credit
Education
UCLA Anderson School of Management 2012 — 2015
Master of Business Administration (MBA)
University of California, Los Angeles 2001 — 2005
BA, Economics
Chloe Wong Chloe Wong's Wells Fargo Private Bank Experience June 2012 - August 2012
Job Experienced Associate at PricewaterhouseCoopers
Industry Financial Services
Experience
PwC September 2014 - Present
Golden Key Piano School August 2010 - June 2013
Wells Fargo Private Bank June 2012 - August 2012
Morling Financial Advisors, LLC March 2011 - July 2011
Skills
Excel, Piano, Microsoft Office, NaviPlan, eMoney, Microsoft Excel, E-money, Cantonese, Auditing, Capital IQ, Strategic Financial..., Financial Analysis, Mandarin, Data Analysis, Microsoft Word, Chinese, Finance, R, Financial Modeling, Social Media, Public Speaking, Economics, Research, Valuation, PowerPoint
Education
University of California, Berkeley 2009 — 2013
Bachelor of Arts (B.A.), Economics and Music
Lutheran High School 2006 — 2009
High School
PwC September 2014 - Present
Golden Key Piano School August 2010 - June 2013
Wells Fargo Private Bank June 2012 - August 2012
Morling Financial Advisors, LLC March 2011 - July 2011
Skills
Excel, Piano, Microsoft Office, NaviPlan, eMoney, Microsoft Excel, E-money, Cantonese, Auditing, Capital IQ, Strategic Financial..., Financial Analysis, Mandarin, Data Analysis, Microsoft Word, Chinese, Finance, R, Financial Modeling, Social Media, Public Speaking, Economics, Research, Valuation, PowerPoint
Education
University of California, Berkeley 2009 — 2013
Bachelor of Arts (B.A.), Economics and Music
Lutheran High School 2006 — 2009
High School
Greg Schoeffmann's Wells Fargo Private Bank Experience August 2007 - June 2008
Job Capital Advisor Associate at JP Morgan Chase
Industry Banking
Experience
JP Morgan Private Wealth Management March 2011 - Present
Harris Bank September 2010 - March 2011
Wells Fargo Bank July 2008 - September 2010
Wells Fargo Private Bank August 2007 - June 2008
LaSalle Bank 2007 - 2007
LaSalle Bank May 2004 - September 2005
Ridgeview High School August 2000 - June 2001
Education
University of Illinois at Urbana-Champaign 1995 — 1999
JP Morgan Private Wealth Management March 2011 - Present
Harris Bank September 2010 - March 2011
Wells Fargo Bank July 2008 - September 2010
Wells Fargo Private Bank August 2007 - June 2008
LaSalle Bank 2007 - 2007
LaSalle Bank May 2004 - September 2005
Ridgeview High School August 2000 - June 2001
Education
University of Illinois at Urbana-Champaign 1995 — 1999
Heath Randolph Heath Randolph's Wells Fargo Private Bank Experience October 2007 - Present
Job Sr. Fiduciary Advisory Specialist Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank October 2007 - Present
Education
University of Florida - Fredric G. Levin College of Law 1997 — 2000
Juris Doctor, Law
University of Florida 1993 — 1997
Bachelor's Degree, Political Science and Government
Wells Fargo Private Bank October 2007 - Present
Education
University of Florida - Fredric G. Levin College of Law 1997 — 2000
Juris Doctor, Law
University of Florida 1993 — 1997
Bachelor's Degree, Political Science and Government
Bob Batchelor Bob Batchelor's Wells Fargo Private Bank Experience March 1995 - Present
Job Senior Vice President at Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo - Private Bank March 1995 - Present
Skills
Banking, Portfolio Management, Series 7, Wealth Management, Investments, Financial Services, Investment Advisory, Fixed Income, Asset Management, Asset Allocation, Mutual Funds, Investment Management, Alternative Investments, Investment Strategies, Equities, Securities, Retirement Planning, Financial Planning
Education
University of North Carolina at Chapel Hill
Wake Forest University - Babcock Graduate School of Management
Master of Business Administration (MBA)
Wells Fargo - Private Bank March 1995 - Present
Skills
Banking, Portfolio Management, Series 7, Wealth Management, Investments, Financial Services, Investment Advisory, Fixed Income, Asset Management, Asset Allocation, Mutual Funds, Investment Management, Alternative Investments, Investment Strategies, Equities, Securities, Retirement Planning, Financial Planning
Education
University of North Carolina at Chapel Hill
Wake Forest University - Babcock Graduate School of Management
Master of Business Administration (MBA)
Johnathan Butler Johnathan Butler's Wells Fargo Private Bank Experience July 2010 - Present
Job VP/Sr Fiduciary Advisory Specialist at Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo Private Bank July 2010 - Present
Regions Morgan Keegan Trust August 2001 - June 2010
Skills
Banking, Investment Management, Retirement Planning, Estate Planning, Financial Planning, Wealth Management..., Portfolio Management, Financial Services, Leadership
Education
University of Alabama 1997 — 2000
J.D., Trusts, Wills & Estates
Troy University 1992 — 1996
Bachelor of Science (B.S.), Human Resources Management/Personnel Administration, General
Wells Fargo Private Bank July 2010 - Present
Regions Morgan Keegan Trust August 2001 - June 2010
Skills
Banking, Investment Management, Retirement Planning, Estate Planning, Financial Planning, Wealth Management..., Portfolio Management, Financial Services, Leadership
Education
University of Alabama 1997 — 2000
J.D., Trusts, Wills & Estates
Troy University 1992 — 1996
Bachelor of Science (B.S.), Human Resources Management/Personnel Administration, General
Blaine Townsend, CIMA, CIMC Blaine Townsend, CIMA, CIMC's Wells Fargo Private Bank Experience 2009 - Present
Job Senior Portfolio Manager, Nelson Capital Management, LLC, specializing in socially responsible (ESG) investing
Industry Financial Services
Experience
Nelson Capital Management, LLC October 2009 - Present
Wells Fargo Private Bank 2009 - Present
Trillium Asset Management September 1996 - October 2009
Skills
Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Equities, Banking, Investment Advisory, Investment Management, Investment Strategies, Investments, Socially Responsible..., Portfolio Management, Wealth Management
Education
University of California, Berkeley 1986 — 1989
Bachelor of Arts (B.A.), History
University of San Diego 1984 — 1986
Tamalpais High School, Mill Valley, CA 1980 — 1984
HS
Nelson Capital Management, LLC October 2009 - Present
Wells Fargo Private Bank 2009 - Present
Trillium Asset Management September 1996 - October 2009
Skills
Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Equities, Banking, Investment Advisory, Investment Management, Investment Strategies, Investments, Socially Responsible..., Portfolio Management, Wealth Management
Education
University of California, Berkeley 1986 — 1989
Bachelor of Arts (B.A.), History
University of San Diego 1984 — 1986
Tamalpais High School, Mill Valley, CA 1980 — 1984
HS
Joseph M. McColgan's Wells Fargo Private Bank Experience May 2009 - December 2010
Job Regional Vice President at Fisher Investments
Industry Consumer Services
Experience
Fisher Investments May 2013 - August 2015
Philadelphia City Council at Large January 2011 - December 2011
WELLS FARGO PRIVATE BANK May 2009 - December 2010
SEI INVESTMENT CO August 2008 - May 2009
Merrill Lynch June 2004 - April 2007
Merrill Lynch January 1997 - January 2004
U.S. House of Representatives January 1996 - November 1996
U.S. House of Representatives January 1990 - November 1990
United States Navy May 1984 - August 1988
Skills
Wealth Management, Portfolio Management, Investments, Private Banking, Business Strategy, Public Relations, Public Speaking, Public Policy, Strategic Financial..., Entrepreneurship, New Business Development, Entrepreneurial..., Problem Solving, Strategy Development, Asset Allocation, Strategy, Business Development, Wealth, Asset Management, Private Equity, Series 7, Credit, Insurance, Financial Advisory, Finance, Leadership, Alternative Investments, Strategic Planning, Management, Risk Management
Education
Villanova University
Masters, Business Administration
Villanova University
Bachelor of Arts, Political Science
University of San Diego
Masters Program International Relations
Archbishop Ryan HS
Fisher Investments May 2013 - August 2015
Philadelphia City Council at Large January 2011 - December 2011
WELLS FARGO PRIVATE BANK May 2009 - December 2010
SEI INVESTMENT CO August 2008 - May 2009
Merrill Lynch June 2004 - April 2007
Merrill Lynch January 1997 - January 2004
U.S. House of Representatives January 1996 - November 1996
U.S. House of Representatives January 1990 - November 1990
United States Navy May 1984 - August 1988
Skills
Wealth Management, Portfolio Management, Investments, Private Banking, Business Strategy, Public Relations, Public Speaking, Public Policy, Strategic Financial..., Entrepreneurship, New Business Development, Entrepreneurial..., Problem Solving, Strategy Development, Asset Allocation, Strategy, Business Development, Wealth, Asset Management, Private Equity, Series 7, Credit, Insurance, Financial Advisory, Finance, Leadership, Alternative Investments, Strategic Planning, Management, Risk Management
Education
Villanova University
Masters, Business Administration
Villanova University
Bachelor of Arts, Political Science
University of San Diego
Masters Program International Relations
Archbishop Ryan HS
Justin Miller, CFA's Wells Fargo Private Bank Experience February 2000 - February 2015
Job Equity Analyst at Mairs & Power
Industry Investment Management
Experience
Mairs & Power February 2015 - Present
Wells Fargo Private Bank February 2000 - February 2015
Skills
Asset Allocation, Fixed Income, Portfolio Management, Mutual Funds, Asset Management, Equity Research, Private Banking, Private Wealth..., Valuation, Investments, Securities, Investment Strategies, Wealth Management..., Alternative Investments, Wealth Management, Financial Modeling
Education
University of Minnesota - Carlson School of Management 1996 — 2000
Finance
University of Minnesota-Twin Cities 1996 — 2000
Mairs & Power February 2015 - Present
Wells Fargo Private Bank February 2000 - February 2015
Skills
Asset Allocation, Fixed Income, Portfolio Management, Mutual Funds, Asset Management, Equity Research, Private Banking, Private Wealth..., Valuation, Investments, Securities, Investment Strategies, Wealth Management..., Alternative Investments, Wealth Management, Financial Modeling
Education
University of Minnesota - Carlson School of Management 1996 — 2000
Finance
University of Minnesota-Twin Cities 1996 — 2000
Bruce F. Hoffmeister's Wells Fargo Private Bank Experience August 2005 - November 2011
Job Vice President. Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust December 2011 - Present
Wells Fargo Private Bank August 2005 - November 2011
Feldesman Tucker Leifer Fidell LLP June 1995 - July 2005
Fisher Wayland Cooper & Leader LLP November 1987 - May 1995
Price Waterhouse May 1985 - October 1987
Skills
Succession Planning, Post-nuptial Agreements, Estate Planning, Trusts, High Net Worth..., Estate Law, Tax, Financial Planners, Wills, Asset Protection, Elder Law, Wealth, Retirement Planning, Estate Tax Planning, Wealth Management..., Finance, Private Equity, Wealth Management, Estate Administration, Financial Advisory, Investment Advisory
Education
Washington University in St. Louis School of Law 1983 — 1986
Doctor of Law (JD), Law
University of Illinois at Urbana-Champaign - College of Business 1979 — 1983
bs, accounting
Wilmington Trust December 2011 - Present
Wells Fargo Private Bank August 2005 - November 2011
Feldesman Tucker Leifer Fidell LLP June 1995 - July 2005
Fisher Wayland Cooper & Leader LLP November 1987 - May 1995
Price Waterhouse May 1985 - October 1987
Skills
Succession Planning, Post-nuptial Agreements, Estate Planning, Trusts, High Net Worth..., Estate Law, Tax, Financial Planners, Wills, Asset Protection, Elder Law, Wealth, Retirement Planning, Estate Tax Planning, Wealth Management..., Finance, Private Equity, Wealth Management, Estate Administration, Financial Advisory, Investment Advisory
Education
Washington University in St. Louis School of Law 1983 — 1986
Doctor of Law (JD), Law
University of Illinois at Urbana-Champaign - College of Business 1979 — 1983
bs, accounting
Warren P. Baker's Wells Fargo Private Bank Experience May 2000 - Present
Job VP/Senior Investment Manager Wells Fargo Private Bank, CFA, CIMA
Industry Financial Services
Experience
Wells Fargo Private Bank May 2000 - Present
Wells Fargo Private Bank 2000 - 2012
Education
University of Denver - Daniels College of Business 1998 — 2000
MBA, Specialization in Finance
University of Colorado Boulder 1987 — 1990
BA, Central & Eastern European Affairs
Wells Fargo Private Bank May 2000 - Present
Wells Fargo Private Bank 2000 - 2012
Education
University of Denver - Daniels College of Business 1998 — 2000
MBA, Specialization in Finance
University of Colorado Boulder 1987 — 1990
BA, Central & Eastern European Affairs
Claire M. Horton's Wells Fargo Private Bank Experience August 2008 - Present
Job Senior Private Banker at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank August 2008 - Present
Citi Private Bank January 2007 - July 2008
Citi Private Bank March 1999 - December 2006
Education
University of Washington, Michael G. Foster School of Business 2002 — 2005
MBA, Business
University of Wales, Cardiff 1997 — 1998
Master of Arts (M.A.)
University of Hawaii at Manoa 1996 — 1998
M.A., English
Whitman College 1990 — 1994
B.A., English
Iolani High School 1985 — 1990
Wells Fargo Private Bank August 2008 - Present
Citi Private Bank January 2007 - July 2008
Citi Private Bank March 1999 - December 2006
Education
University of Washington, Michael G. Foster School of Business 2002 — 2005
MBA, Business
University of Wales, Cardiff 1997 — 1998
Master of Arts (M.A.)
University of Hawaii at Manoa 1996 — 1998
M.A., English
Whitman College 1990 — 1994
B.A., English
Iolani High School 1985 — 1990
Craig Ninomiya's Wells Fargo Private Bank Experience April 2003 - Present
Job Premium Finance Specialist at Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo Private Bank April 2003 - Present
Education
University of Southern California 1999 — 2000
MBA, International Business
University of Southern California - Marshall School of Business 1999 — 2000
University of Southern California 1984 — 1990
Wells Fargo Private Bank April 2003 - Present
Education
University of Southern California 1999 — 2000
MBA, International Business
University of Southern California - Marshall School of Business 1999 — 2000
University of Southern California 1984 — 1990
Steve Wrede's Wells Fargo Private Bank Experience 2005 - June 2015
Job Director, Wealth Advisor, BMO Harris, Private Bank
Industry Financial Services
Experience
BMO Private Bank July 2015 - Present
Wells Fargo Private Bank 2005 - June 2015
JP Morgan Private Bank 1990 - 2005
Skills
Investments, Financial Planning, Private Banking, Series 7, Wealth Management, Estate Planning, Strategic Financial..., Portfolio Management, Wealth Management..., Investment Strategies, Series 63, Asset Allocation, Investment Advisory, Uniform Combined State..., Mutual Funds, Wealth
Education
University of Arizona 1980 — 1984
Bachelor of Science (BS), Management Information Systems, General
BMO Private Bank July 2015 - Present
Wells Fargo Private Bank 2005 - June 2015
JP Morgan Private Bank 1990 - 2005
Skills
Investments, Financial Planning, Private Banking, Series 7, Wealth Management, Estate Planning, Strategic Financial..., Portfolio Management, Wealth Management..., Investment Strategies, Series 63, Asset Allocation, Investment Advisory, Uniform Combined State..., Mutual Funds, Wealth
Education
University of Arizona 1980 — 1984
Bachelor of Science (BS), Management Information Systems, General
Allison Cebe's Wells Fargo Private Bank Experience August 2009 - August 2013
Job VP Sr. Mortgage Banking Officer at BNY Mellon, NMLS ID # 555175
Industry Real Estate
Experience
BNY Mellon August 2013 - Present
Wells Fargo Private Bank August 2009 - August 2013
JP Morgan Chase 2009 - 2010
Banc of America Investments 2008 - 2009
Washington Mutual Bank 2000 - 2007
Education
University of California, Davis 1995 — 1999
BNY Mellon August 2013 - Present
Wells Fargo Private Bank August 2009 - August 2013
JP Morgan Chase 2009 - 2010
Banc of America Investments 2008 - 2009
Washington Mutual Bank 2000 - 2007
Education
University of California, Davis 1995 — 1999
Kelly Garcia Arrillaga's Wells Fargo Private Bank Experience 2001 - Present
Job Senior Vice President at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Private Bank 2001 - Present
Privada, Inc. June 1999 - May 2001
Cunningham Communication, Inc. 1997 - 1999
Skills
CTFA, Wealth Management, Trust Services, High Net Worth..., Estate Planning, Portfolio Management, Wealth, Series 7, Wealth Management..., Asset Allocation, Investment Advisory, Strategic Financial..., Retirement Planning, Public Relations, Securities, Financial Advisory, Investment Management, Financial Planning
Education
University of California, San Diego 1989 — 1993
B.A., Creative Writing
Wells Fargo Private Bank 2001 - Present
Privada, Inc. June 1999 - May 2001
Cunningham Communication, Inc. 1997 - 1999
Skills
CTFA, Wealth Management, Trust Services, High Net Worth..., Estate Planning, Portfolio Management, Wealth, Series 7, Wealth Management..., Asset Allocation, Investment Advisory, Strategic Financial..., Retirement Planning, Public Relations, Securities, Financial Advisory, Investment Management, Financial Planning
Education
University of California, San Diego 1989 — 1993
B.A., Creative Writing
Linda Barbeau's Wells Fargo Private Bank Experience 2001 - Present
Job Investment performance Manager at Wells Fargo
Industry Investment Banking
Experience
Wells Fargo Investment Performance ManagerWells Fargo Investments, LLC2001 - Present
Wells Fargo Bank 2001 - Present
Wells Fargo Private Bank 2001 - Present
Wells Fargo/Norwest Bank August 1990 - January 2001
Education
University of Minnesota-Twin Cities
Wells Fargo Investment Performance ManagerWells Fargo Investments, LLC2001 - Present
Wells Fargo Bank 2001 - Present
Wells Fargo Private Bank 2001 - Present
Wells Fargo/Norwest Bank August 1990 - January 2001
Education
University of Minnesota-Twin Cities
Christie Balmert's Wells Fargo Private Bank Experience 2008 - Present
Job Client Management Associate Legal Specialty Wealth Managment
Industry Financial Services
Experience
Wachovia, A Wells Fargo Company April 2008 - Present
Wells Fargo Private Bank 2008 - Present
Atlanta Braves 2005 - Present
Wachovia, A Wells Fargo Company January 2003 - April 2008
Wachovia, A Wells Fargo Company October 1995 - January 2003
Education
University of South Carolina-Columbia
University of Toledo
Wachovia, A Wells Fargo Company April 2008 - Present
Wells Fargo Private Bank 2008 - Present
Atlanta Braves 2005 - Present
Wachovia, A Wells Fargo Company January 2003 - April 2008
Wachovia, A Wells Fargo Company October 1995 - January 2003
Education
University of South Carolina-Columbia
University of Toledo
Jack Cowling, CFA's Wells Fargo Private Bank Experience August 2001 - December 2003
Job Managing Director at Cinque Partners LLC
Industry Investment Management
Experience
Cinque Partners LLC February 2012 - Present
Wells Fargo Alternative Asset Management, LLC January 2004 - 2012
Wells Fargo Private Bank August 2001 - December 2003
First Investment Advisors January 1999 - August 2001
Skills
Asset Allocation, Portfolio Management, Fixed Income, Investment Advisory, Investments, Alternative Investments, Investment Banking, Wealth Management, Mutual Funds, Quantitative Analytics, Investment Management, Equities, Asset Management, Investment Strategies, Quantitative Research, Hedge Funds, High Net Worth..., Options, ETFs
Education
University of North Florida - College of Business Administration 1989 — 1993
BBA, Finance
Cinque Partners LLC February 2012 - Present
Wells Fargo Alternative Asset Management, LLC January 2004 - 2012
Wells Fargo Private Bank August 2001 - December 2003
First Investment Advisors January 1999 - August 2001
Skills
Asset Allocation, Portfolio Management, Fixed Income, Investment Advisory, Investments, Alternative Investments, Investment Banking, Wealth Management, Mutual Funds, Quantitative Analytics, Investment Management, Equities, Asset Management, Investment Strategies, Quantitative Research, Hedge Funds, High Net Worth..., Options, ETFs
Education
University of North Florida - College of Business Administration 1989 — 1993
BBA, Finance
Russell A. Labrasca, Jr.'s Wells Fargo Private Bank Experience 2000 - Present
Job Executive Vice President/Regional Managing Director at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank February 2000 - Present
Wells Fargo 2000 - Present
Wells Fargo Private Bank 2000 - Present
Education
University of Cincinnati 1970 — 1974
Wells Fargo Bank February 2000 - Present
Wells Fargo 2000 - Present
Wells Fargo Private Bank 2000 - Present
Education
University of Cincinnati 1970 — 1974
Lisa Hutar's Wells Fargo Private Bank Experience 2006 - December 2014
Job Wealth Planner at Comerica Bank
Industry Legal Services
Experience
Comerica Bank January 2015 - Present
Wells Fargo Private Bank 2006 - December 2014
Wells Fargo Bank June 2006 - June 2008
Lisa Hutar and Associates June 2000 - June 2006
Skills
Estate Planning, Trusts, Wealth Management..., Estate Administration, Wealth Management, Asset Protection, High Net Worth..., Estate Law, Charitable Trusts, Wealth, Tax, Succession Planning, Insurance, Estate Tax Planning, Trust Services, Retirement Planning
Education
University of Denver - Sturm College of Law
J. D., Law
Comerica Bank January 2015 - Present
Wells Fargo Private Bank 2006 - December 2014
Wells Fargo Bank June 2006 - June 2008
Lisa Hutar and Associates June 2000 - June 2006
Skills
Estate Planning, Trusts, Wealth Management..., Estate Administration, Wealth Management, Asset Protection, High Net Worth..., Estate Law, Charitable Trusts, Wealth, Tax, Succession Planning, Insurance, Estate Tax Planning, Trust Services, Retirement Planning
Education
University of Denver - Sturm College of Law
J. D., Law
Doug Gold's Wells Fargo Private Bank Experience July 2015 - Present
Job Associate Wealth Advisor at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Private Bank July 2015 - Present
Wells Fargo Bank April 2006 - July 2015
Wells Fargo Bank June 2003 - March 2006
Wells Fargo Bank January 2000 - May 2003
Skills
Banking, Investments, Commercial Lending, Loan Origination, Financial Services, Portfolio Management, Credit, Finance, Consumer Lending, Retirement Planning, Mortgage Lending, Private Banking, Strategic Financial..., Commercial Banking, Wealth Management, Loans, Asset Allocation, Credit Analysis, Relationship Management, Residential Mortgages, Mortgage Banking, Treasury Management, Retail Banking, Series 7, Licensed Life Insurance..., Series 63, Series 65, Mutual Funds, Cash Management, Credit Risk, Financial Planning
Education
University of Nevada-Las Vegas 2001 — 2014
Finance
Advanced Technologies Academy 1998 — 2001
H.S. Diploma, Computer Science
Wells Fargo Private Bank July 2015 - Present
Wells Fargo Bank April 2006 - July 2015
Wells Fargo Bank June 2003 - March 2006
Wells Fargo Bank January 2000 - May 2003
Skills
Banking, Investments, Commercial Lending, Loan Origination, Financial Services, Portfolio Management, Credit, Finance, Consumer Lending, Retirement Planning, Mortgage Lending, Private Banking, Strategic Financial..., Commercial Banking, Wealth Management, Loans, Asset Allocation, Credit Analysis, Relationship Management, Residential Mortgages, Mortgage Banking, Treasury Management, Retail Banking, Series 7, Licensed Life Insurance..., Series 63, Series 65, Mutual Funds, Cash Management, Credit Risk, Financial Planning
Education
University of Nevada-Las Vegas 2001 — 2014
Finance
Advanced Technologies Academy 1998 — 2001
H.S. Diploma, Computer Science
Linda O Armstrong's Wells Fargo Private Bank Experience October 2001 - Present
Job Private Banker at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank October 2001 - Present
Bank of America November 1985 - October 2001
Skills
Investments, Wealth Management, Portfolio Management, Credit, Banking, Financial Planning, Loans, Asset Management, Commercial Lending, Series 7, Asset Managment, Insurance, Mortgage Lending, Estate Planning
Education
University of California, Los Angeles 1976 — 1978
BA, Analysis of Ecosystems
Wells Fargo Private Bank October 2001 - Present
Bank of America November 1985 - October 2001
Skills
Investments, Wealth Management, Portfolio Management, Credit, Banking, Financial Planning, Loans, Asset Management, Commercial Lending, Series 7, Asset Managment, Insurance, Mortgage Lending, Estate Planning
Education
University of California, Los Angeles 1976 — 1978
BA, Analysis of Ecosystems
Andy Marrs's Wells Fargo Private Bank Experience September 2014 - Present
Job Private Mortgage Banker at Wells Fargo Private Bank NMLS ID 559906
Industry Banking
Experience
Wells Fargo Private Bank September 2014 - Present
Bank of America August 2013 - September 2014
Fifth Third Bank June 2011 - August 2013
Bank of America May 2003 - June 2011
The Northern Trust Company December 1998 - May 2003
Skills
Mortgage Lending, Loan Origination, Credit, Mortgage Banking, Construction Loans, Residential Mortgages, Credit Analysis, Refinance, Loans, Banking, Real Estate, Financial Services, Relationship Management, Real Estate Financing, Home Equity Loans, Home Equity Lines of..., Mortgage Underwriting
Education
University of Illinois at Urbana-Champaign - College of Business 1992 — 1996
Bachelor of Science, Finance
Wells Fargo Private Bank September 2014 - Present
Bank of America August 2013 - September 2014
Fifth Third Bank June 2011 - August 2013
Bank of America May 2003 - June 2011
The Northern Trust Company December 1998 - May 2003
Skills
Mortgage Lending, Loan Origination, Credit, Mortgage Banking, Construction Loans, Residential Mortgages, Credit Analysis, Refinance, Loans, Banking, Real Estate, Financial Services, Relationship Management, Real Estate Financing, Home Equity Loans, Home Equity Lines of..., Mortgage Underwriting
Education
University of Illinois at Urbana-Champaign - College of Business 1992 — 1996
Bachelor of Science, Finance
Steven Mann's Wells Fargo Private Bank Experience 1994 - Present
Job Regional Managing Director, Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo Private Bank 1994 - Present
Churchill Management Group February 1984 - February 1994
E.F. Hutton & Co. February 1979 - February 1984
Skills
Portfolio Management, Asset Management, Asset Allocation, Finance, Wealth Management, Management, Securities, Investments, Private Equity, Series 7, Banking, Financial Services, Mutual Funds, Valuation, Mergers, Financial Analysis, Mergers & Acquisitions, Retirement Planning
Education
University of California, Los Angeles 1975 — 1979
BA, Economics
Wells Fargo Private Bank 1994 - Present
Churchill Management Group February 1984 - February 1994
E.F. Hutton & Co. February 1979 - February 1984
Skills
Portfolio Management, Asset Management, Asset Allocation, Finance, Wealth Management, Management, Securities, Investments, Private Equity, Series 7, Banking, Financial Services, Mutual Funds, Valuation, Mergers, Financial Analysis, Mergers & Acquisitions, Retirement Planning
Education
University of California, Los Angeles 1975 — 1979
BA, Economics
Joseph Perna's Wells Fargo Private Bank Experience December 2008 - January 2012
Job Financial Advisor, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2012 - Present
Wells Fargo Private Bank December 2008 - January 2012
Education
University of Pennsylvania - The Wharton School
Wells Fargo Advisors, LLC January 2012 - Present
Wells Fargo Private Bank December 2008 - January 2012
Education
University of Pennsylvania - The Wharton School
Steve Cooney's Wells Fargo Private Bank Experience 2000 - Present
Job Senior Vice President at Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo Private Bank 2000 - Present
Northern Trust 1998 - 2000
SunTrust Bank May 1996 - October 1998
First Union National Bank December 1986 - May 1996
Barnett Bank 1979 - 1984
Education
University of Notre Dame 1975 — 1979
BBA, Finance
Universite Catholique de l'Ouest
Wells Fargo Private Bank 2000 - Present
Northern Trust 1998 - 2000
SunTrust Bank May 1996 - October 1998
First Union National Bank December 1986 - May 1996
Barnett Bank 1979 - 1984
Education
University of Notre Dame 1975 — 1979
BBA, Finance
Universite Catholique de l'Ouest
Thomas Schiedel's Wells Fargo Private Bank Experience 2011 - Present
Job SVP Regional Private Banking Manager at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank 2011 - Present
Citibank 2006 - 2008
Wachovia 2001 - 2006
First Union/Wachovia 1994 - 2000
Skills
Portfolio Management, Credit, Wealth Management, Investments, Banking, Commercial Banking, Equities, Underwriting, Loans
Education
University of Maryland College Park 1977 — 1981
BA, Economics, Accounting and Finance
Wells Fargo Private Bank 2011 - Present
Citibank 2006 - 2008
Wachovia 2001 - 2006
First Union/Wachovia 1994 - 2000
Skills
Portfolio Management, Credit, Wealth Management, Investments, Banking, Commercial Banking, Equities, Underwriting, Loans
Education
University of Maryland College Park 1977 — 1981
BA, Economics, Accounting and Finance
Michelle Runyon's Wells Fargo Private Bank Experience May 2010 - Present
Job Wealth Advisor, Vice President
Industry Financial Services
Experience
Wells Fargo Private Bank May 2010 - Present
US Trust March 2007 - May 2010
US Trust April 2002 - March 2007
US Trust September 2000 - April 2002
Northern Trust August 1998 - August 2000
Skills
Asset Management, Financial Planning, Asset Allocation, Wealth Management, Accounting, Strategic Financial..., Estate Planning, Investment Management, Risk Management, Finance, Financial Analysis, High Net Worth..., Wealth Management..., Relationship Management, Mutual Funds, Management, Investments
Education
University of California, Davis - Graduate School of Management 2007 — 2010
MBA, Finance and Marketing
University of California, Irvine
BA, Social Science
Wells Fargo Private Bank May 2010 - Present
US Trust March 2007 - May 2010
US Trust April 2002 - March 2007
US Trust September 2000 - April 2002
Northern Trust August 1998 - August 2000
Skills
Asset Management, Financial Planning, Asset Allocation, Wealth Management, Accounting, Strategic Financial..., Estate Planning, Investment Management, Risk Management, Finance, Financial Analysis, High Net Worth..., Wealth Management..., Relationship Management, Mutual Funds, Management, Investments
Education
University of California, Davis - Graduate School of Management 2007 — 2010
MBA, Finance and Marketing
University of California, Irvine
BA, Social Science
Stephen Wilson, CFA's Wells Fargo Private Bank Experience March 2014 - Present
Job Senior Investment Strategist Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo Private Bank March 2014 - Present
Solamere Advisors April 2009 - March 2014
Wachovia January 1999 - November 2008
Skills
Investment Strategies, Portfolio Management, Investments, Asset Allocation, Wealth Management, Alternative Investments, Asset Management, ETFs, Equities, Hedge Funds, Investment Advisory, Investment Management, Mutual Funds, Series 7, Fixed Income, High Net Worth...
Education
University of North Carolina at Chapel Hill 1988 — 1992
Business, Investments, Finance
Cary High School 1986 — 1988
Diploma
Wells Fargo Private Bank March 2014 - Present
Solamere Advisors April 2009 - March 2014
Wachovia January 1999 - November 2008
Skills
Investment Strategies, Portfolio Management, Investments, Asset Allocation, Wealth Management, Alternative Investments, Asset Management, ETFs, Equities, Hedge Funds, Investment Advisory, Investment Management, Mutual Funds, Series 7, Fixed Income, High Net Worth...
Education
University of North Carolina at Chapel Hill 1988 — 1992
Business, Investments, Finance
Cary High School 1986 — 1988
Diploma
Douglas Evans's Wells Fargo Private Bank Experience 2003 - 2005
Job Senior Managing Director, Abbot Downing
Industry Investment Management
Experience
Abbot Downing January 2012 - Present
Wells Fargo Family Wealth 2006 - 2011
Wells Fargo Private Bank 2003 - 2005
Skills
Alternative Investments, Wealth Management, Asset Allocation, Asset Managment, Portfolio Management, Investments, Equities, Investment Strategies, Investment Advisory, Hedge Funds, Investment Management, Series 7, High Net Worth..., Fixed Income, Mutual Funds
Education
University of California, Santa Barbara 1991 — 1993
MBE, Business & Economics
University of California, Santa Barbara 1988 — 1991
BA, Economics
Abbot Downing January 2012 - Present
Wells Fargo Family Wealth 2006 - 2011
Wells Fargo Private Bank 2003 - 2005
Skills
Alternative Investments, Wealth Management, Asset Allocation, Asset Managment, Portfolio Management, Investments, Equities, Investment Strategies, Investment Advisory, Hedge Funds, Investment Management, Series 7, High Net Worth..., Fixed Income, Mutual Funds
Education
University of California, Santa Barbara 1991 — 1993
MBE, Business & Economics
University of California, Santa Barbara 1988 — 1991
BA, Economics
Jeff Sjolander's Wells Fargo Private Bank Experience 2001 - Present
Job Senior Vice President and Wealth Advisor at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank 2001 - Present
Wells Fargo Bank 1996 - 2001
Wells Fargo Bank 1985 - 1996
Skills
Wealth Management, Asset Allocation, Retirement Planning, Strategic Financial..., Relationship Management, Investment Management, Alternative Investments, Investments, Portfolio Management, Series 63, Private Banking, Risk Management, Commercial Banking, Asset Managment, Commercial Lending, Securities, Series 7, Mutual Funds, Credit, Estate Planning, Financial Advisory, Financial Planning, Series 66, Life Insurance, Irrevocable Life..., Multi-generational..., Management, Financial Analysis
Education
University of Minnesota - Carlson School of Management 1984 — 1985
MBA, Finance
University of Minnesota - Carlson School of Management 1980 — 1984
BSB, Finance
Edina High School 1977 — 1980
Wells Fargo Private Bank 2001 - Present
Wells Fargo Bank 1996 - 2001
Wells Fargo Bank 1985 - 1996
Skills
Wealth Management, Asset Allocation, Retirement Planning, Strategic Financial..., Relationship Management, Investment Management, Alternative Investments, Investments, Portfolio Management, Series 63, Private Banking, Risk Management, Commercial Banking, Asset Managment, Commercial Lending, Securities, Series 7, Mutual Funds, Credit, Estate Planning, Financial Advisory, Financial Planning, Series 66, Life Insurance, Irrevocable Life..., Multi-generational..., Management, Financial Analysis
Education
University of Minnesota - Carlson School of Management 1984 — 1985
MBA, Finance
University of Minnesota - Carlson School of Management 1980 — 1984
BSB, Finance
Edina High School 1977 — 1980
Edward J. Winters III, Esq.'s Wells Fargo Private Bank Experience June 2013 - December 2013
Job Bank of America Home Loans | The Winters Group Luxury Home Finance Advisor | NMLS #929343
Industry Real Estate
Experience
Bank of America Home Loans The Winters Group April 2015 - Present
EJ Winters & Associates The Winters Group March 2007 - March 2015
EverBank January 2014 - June 2014
Wells Fargo Private Bank June 2013 - December 2013
Skills
Mortgage Lending, Mortgage Banking, Real Estate, Real Estate Law, Real Estate Economics, Private Banking, Real Estate Private..., Private Equity Funding, Real Estate Development, High Net Worth..., Real Estate Transactions, Investors, Management, Loans, Sales
Education
University of San Diego School of Law 1996 — 1999
JD, Law
University of Colorado at Boulder - Leeds School of Business 1990 — 1994
BS, Business
The Taft School
Bank of America Home Loans The Winters Group April 2015 - Present
EJ Winters & Associates The Winters Group March 2007 - March 2015
EverBank January 2014 - June 2014
Wells Fargo Private Bank June 2013 - December 2013
Skills
Mortgage Lending, Mortgage Banking, Real Estate, Real Estate Law, Real Estate Economics, Private Banking, Real Estate Private..., Private Equity Funding, Real Estate Development, High Net Worth..., Real Estate Transactions, Investors, Management, Loans, Sales
Education
University of San Diego School of Law 1996 — 1999
JD, Law
University of Colorado at Boulder - Leeds School of Business 1990 — 1994
BS, Business
The Taft School
Kristeen (Kris) Burks's Wells Fargo Private Bank Experience August 2010 - February 2013
Job Senior Vice President at Bank of Texas
Industry Banking
Experience
Bank of Texas February 2013 - Present
Wells Fargo Private Bank August 2010 - February 2013
Northern Trust, NA May 2008 - August 2010
Comerica Bank 2006 - 2008
Texas Commerce Bank/Chase Bank 1991 - May 1996
First City Bank, Dallas 1989 - 1991
InterFirst Bank of Dallas 1981 - 1987
Skills
Certified Financial..., Wealth Management, Commercial Lending, Investments, Portfolio Management, Banking, Commercial Banking, Series 7, Private Banking, Wealth Management..., Credit Analysis, Loans, Asset Management, Credit, Series 63, Small Business Lending, Investment Advisory, Retirement Planning, Treasury Management, Mortgage Lending
Education
University of Michigan - Stephen M. Ross School of Business 1980 — 1981
MBA, Finance, accounting and marketing
University of Michigan
BS
Bank of Texas February 2013 - Present
Wells Fargo Private Bank August 2010 - February 2013
Northern Trust, NA May 2008 - August 2010
Comerica Bank 2006 - 2008
Texas Commerce Bank/Chase Bank 1991 - May 1996
First City Bank, Dallas 1989 - 1991
InterFirst Bank of Dallas 1981 - 1987
Skills
Certified Financial..., Wealth Management, Commercial Lending, Investments, Portfolio Management, Banking, Commercial Banking, Series 7, Private Banking, Wealth Management..., Credit Analysis, Loans, Asset Management, Credit, Series 63, Small Business Lending, Investment Advisory, Retirement Planning, Treasury Management, Mortgage Lending
Education
University of Michigan - Stephen M. Ross School of Business 1980 — 1981
MBA, Finance, accounting and marketing
University of Michigan
BS
Frank Rudolph's Wells Fargo Private Bank Experience May 2007 - Present
Job VP, Wealth Advisor Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo Private Bank May 2007 - Present
Columbia Management Company 1981 - 2002
Skills
Wealth Management, Credit, Portfolio Management, Series 7, Commercial Lending, Series 63, Commercial Banking, Investment Advisory, Investments, Asset Management, Wealth Management..., Mutual Funds, Asset Allocation, Retirement Planning, Private Banking
Education
University of Tennessee College of Law 1972 — 1975
Doctor of Law (J.D.), Law
University of Cincinnati 1969 — 1972
Bachelor of Arts (B.A.), Political Science and Government
Wells Fargo Private Bank May 2007 - Present
Columbia Management Company 1981 - 2002
Skills
Wealth Management, Credit, Portfolio Management, Series 7, Commercial Lending, Series 63, Commercial Banking, Investment Advisory, Investments, Asset Management, Wealth Management..., Mutual Funds, Asset Allocation, Retirement Planning, Private Banking
Education
University of Tennessee College of Law 1972 — 1975
Doctor of Law (J.D.), Law
University of Cincinnati 1969 — 1972
Bachelor of Arts (B.A.), Political Science and Government
Leo Hamill's Wells Fargo Private Bank Experience 2006 - November 2011
Job SVP, CFA, Regional Manager at City National Bank
Industry Banking
Experience
City National Bank May 2014 - Present
Union Bank December 2012 - May 2014
Santa Barbara Bank & Trust November 2011 - November 2012
Wells Fargo Private Bank 2006 - November 2011
Wells Fargo Wealth Management Group 2002 - 2006
Wells Fargo Wealth Management Group 2001 - 2002
Wells Fargo Private Client Services 1999 - 2001
Wells Fargo Private Client Services 1999 - 2000
Skills
Investments, Portfolio Management, Wealth Management, Asset Allocation, Investment Management, Series 7, Financial Advisory, Management, Leadership, Loans, Banking, Credit, Commercial Lending, Asset Management, Commercial Banking
Education
University of California, Santa Barbara 1981 — 1985
City National Bank May 2014 - Present
Union Bank December 2012 - May 2014
Santa Barbara Bank & Trust November 2011 - November 2012
Wells Fargo Private Bank 2006 - November 2011
Wells Fargo Wealth Management Group 2002 - 2006
Wells Fargo Wealth Management Group 2001 - 2002
Wells Fargo Private Client Services 1999 - 2001
Wells Fargo Private Client Services 1999 - 2000
Skills
Investments, Portfolio Management, Wealth Management, Asset Allocation, Investment Management, Series 7, Financial Advisory, Management, Leadership, Loans, Banking, Credit, Commercial Lending, Asset Management, Commercial Banking
Education
University of California, Santa Barbara 1981 — 1985
Jean Kim-Wall, JD/MBT, CFP®'s Wells Fargo Private Bank Experience March 2004 - July 2005
Job Director, Wealth Strategist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2010 - Present
Law Office of Jean Y. Kim September 2009 - January 2011
U.S. Trust, Bank of America Private Wealth Management July 2005 - September 2009
Wells Fargo Private Bank March 2004 - July 2005
Law Office of Jean Y. Kim January 2003 - March 2004
PricewaterhouseCoopers September 1999 - January 2003
John J. Barcal, Inc. July 1998 - September 1999
Skills
Estate Planning, High Net Worth..., Trusts, Philanthropy, Strategic Financial..., Wealth Management..., Personal Finance, Alternative Investments, Financial Planning
Education
USC Gould School of Law 1996 — 1999
JD/MBT, Law, Taxation
University of California, San Diego 1992 — 1995
B.A., Psychology
Merrill Lynch December 2010 - Present
Law Office of Jean Y. Kim September 2009 - January 2011
U.S. Trust, Bank of America Private Wealth Management July 2005 - September 2009
Wells Fargo Private Bank March 2004 - July 2005
Law Office of Jean Y. Kim January 2003 - March 2004
PricewaterhouseCoopers September 1999 - January 2003
John J. Barcal, Inc. July 1998 - September 1999
Skills
Estate Planning, High Net Worth..., Trusts, Philanthropy, Strategic Financial..., Wealth Management..., Personal Finance, Alternative Investments, Financial Planning
Education
USC Gould School of Law 1996 — 1999
JD/MBT, Law, Taxation
University of California, San Diego 1992 — 1995
B.A., Psychology
TerriLee Bartlett's Wells Fargo Private Bank Experience August 2008 - Present
Job Wealth Advisor
Industry Banking
Experience
Wells Fargo Private Bank August 2008 - Present
Wells Fargo Advisors August 2006 - August 2008
Northwestern Mutual August 2001 - August 2006
RE/MAX Dynamic Realty November 1976 - May 1987
Skills
Customer Service, Management, Microsoft Office, Leadership, Sales, Banking, Financial Analysis, Microsoft Word, Risk Management, Marketing, Public Speaking, Business Strategy, Finance
Education
University of Alaska Anchorage
Business Administration and Management, General
University of Northern Colorado
Business Administration and Management, General
Wells Fargo Private Bank August 2008 - Present
Wells Fargo Advisors August 2006 - August 2008
Northwestern Mutual August 2001 - August 2006
RE/MAX Dynamic Realty November 1976 - May 1987
Skills
Customer Service, Management, Microsoft Office, Leadership, Sales, Banking, Financial Analysis, Microsoft Word, Risk Management, Marketing, Public Speaking, Business Strategy, Finance
Education
University of Alaska Anchorage
Business Administration and Management, General
University of Northern Colorado
Business Administration and Management, General
Brad Lambert's Wells Fargo Private Bank Experience May 2013 - Present
Job Regional Director at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank May 2013 - Present
Wells Fargo Private Bank December 2008 - May 2013
BB&T February 2008 - December 2008
SunTrust Bank June 2006 - January 2008
Wells Fargo December 2001 - June 2006
Merrill Lynch August 1998 - November 2001
Williamson & Associates, Inc. September 1995 - August 1998
Education
University of South Carolina School of Law 1993 — 1996
Doctor of Law (J.D.)
University of South Carolina-Columbia 1989 — 1993
Bachelor of Arts (B.A.), Humanities and Social Sciences
Wells Fargo Private Bank May 2013 - Present
Wells Fargo Private Bank December 2008 - May 2013
BB&T February 2008 - December 2008
SunTrust Bank June 2006 - January 2008
Wells Fargo December 2001 - June 2006
Merrill Lynch August 1998 - November 2001
Williamson & Associates, Inc. September 1995 - August 1998
Education
University of South Carolina School of Law 1993 — 1996
Doctor of Law (J.D.)
University of South Carolina-Columbia 1989 — 1993
Bachelor of Arts (B.A.), Humanities and Social Sciences
Lisa Ragland's Wells Fargo Private Bank Experience 2008 - Present
Job Senior Vice President and Wealth Advisor, Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo Private Bank 2008 - Present
Dallas Womens Foundation 2008 - 2014
Skills
Wealth Management, Banking, Commercial Lending, Loans, Credit, Wealth Management..., Private Banking, Asset Allocation, Personal Financial...
Education
University of North Carolina at Chapel Hill
Bachelor of Science in Business Administration
Wells Fargo Private Bank 2008 - Present
Dallas Womens Foundation 2008 - 2014
Skills
Wealth Management, Banking, Commercial Lending, Loans, Credit, Wealth Management..., Private Banking, Asset Allocation, Personal Financial...
Education
University of North Carolina at Chapel Hill
Bachelor of Science in Business Administration
Brian Toerber's Wells Fargo Private Bank Experience 2007 - 2011
Job Relationship Manager at Key Private Bank
Industry Banking
Experience
KeyBank October 2011 - Present
Inspire Investment Group 2011 - Present
Wells Fargo Private Bank 2007 - 2011
Skills
Banking, Loans, Credit, Portfolio Management, Commercial Lending, Credit Analysis, Commercial Banking, Investments, Mortgage Lending, Small Business Lending
Education
University of Denver 2001 — 2003
Masters of Business Administration, Finance, Graduate Level
KeyBank October 2011 - Present
Inspire Investment Group 2011 - Present
Wells Fargo Private Bank 2007 - 2011
Skills
Banking, Loans, Credit, Portfolio Management, Commercial Lending, Credit Analysis, Commercial Banking, Investments, Mortgage Lending, Small Business Lending
Education
University of Denver 2001 — 2003
Masters of Business Administration, Finance, Graduate Level
Jarrett Davis, CFP®'s Wells Fargo Private Bank Experience August 2010 - 2012
Job Wealth Advisor at Harbor Wealth Advisors
Industry Financial Services
Experience
Harbor Wealth Advisors January 2013 - Present
Wells Fargo Private Bank August 2010 - 2012
Morgan Stanley Smith Barney September 2007 - August 2010
Merrill Lynch 2005 - 2007
SunTrust Bank 1988 - 2005
Skills
Certified Financial..., Wealth Management, High Net Worth..., Investment Management, Trust Services, Estate Planning, Commercial Banking, Banking, Series 7, Series 63, Investment Advisory, Commercial Lending, Retirement Planning, Strategic Financial..., Investments, Financial Services, Loans, Wealth Management..., Finance, Wealth
Education
University of Georgia - Terry College of Business 1976 — 1980
BBA, Risk Management and Insurance
Westminster Schools 1963 — 1976
Harbor Wealth Advisors January 2013 - Present
Wells Fargo Private Bank August 2010 - 2012
Morgan Stanley Smith Barney September 2007 - August 2010
Merrill Lynch 2005 - 2007
SunTrust Bank 1988 - 2005
Skills
Certified Financial..., Wealth Management, High Net Worth..., Investment Management, Trust Services, Estate Planning, Commercial Banking, Banking, Series 7, Series 63, Investment Advisory, Commercial Lending, Retirement Planning, Strategic Financial..., Investments, Financial Services, Loans, Wealth Management..., Finance, Wealth
Education
University of Georgia - Terry College of Business 1976 — 1980
BBA, Risk Management and Insurance
Westminster Schools 1963 — 1976
Aggie Simpson's Wells Fargo Private Bank Experience August 2014 - Present
Job Regional Wealth Planning Manager at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank August 2014 - Present
Wells Fargo Private Bank July 2012 - Present
The Ayco Company, LP, a Goldman Sachs Company August 2011 - July 2012
The Ayco Company March 2005 - August 2011
The Ayco Company, L.P. June 1980 - August 2011
Rexco Energy Securities, Inc. September 1983 - January 1987
Rexco Energy, Inc. September 1983 - January 1987
Skills
Financial Planning, Inheritance Tax Planning, Tax Planning, Estate Planning, Asset Allocation, Retirement Planning, Wealth Management, Options, Cash Flow, Income Tax, Employee Benefits, High Net Worth..., Private Wealth..., Estate Tax Planning, Financial Advisory, Insurance Planning, Investments, Retirement, Investment Advisory, Trusts, Asset Protection, Wealth, Wealth Transfer, Wealth Preservation, Wealth Transfer Planning, Series 7, Charitable Giving, Succession Planning, Wills, Insurance, Tax Preparation, Wealth Management..., Financial Planners, Strategic Financial..., Certified Financial..., Financial Services, Securities, 401k, Investment Strategies, Personal Financial..., Alternative Investments, Mutual Funds, Investment Management, Series 63, Asset Management, Fixed Annuities, Hedge Funds, Life Insurance, Trust Services
Education
Union College 1973 — 1997
BS, Industrial Economics
Union College 1980 — 1982
MBA, Planning & Control
Union College
Aggie obtained a BS; MBA, Industrial Economics and; Planning & Control
Wells Fargo Private Bank August 2014 - Present
Wells Fargo Private Bank July 2012 - Present
The Ayco Company, LP, a Goldman Sachs Company August 2011 - July 2012
The Ayco Company March 2005 - August 2011
The Ayco Company, L.P. June 1980 - August 2011
Rexco Energy Securities, Inc. September 1983 - January 1987
Rexco Energy, Inc. September 1983 - January 1987
Skills
Financial Planning, Inheritance Tax Planning, Tax Planning, Estate Planning, Asset Allocation, Retirement Planning, Wealth Management, Options, Cash Flow, Income Tax, Employee Benefits, High Net Worth..., Private Wealth..., Estate Tax Planning, Financial Advisory, Insurance Planning, Investments, Retirement, Investment Advisory, Trusts, Asset Protection, Wealth, Wealth Transfer, Wealth Preservation, Wealth Transfer Planning, Series 7, Charitable Giving, Succession Planning, Wills, Insurance, Tax Preparation, Wealth Management..., Financial Planners, Strategic Financial..., Certified Financial..., Financial Services, Securities, 401k, Investment Strategies, Personal Financial..., Alternative Investments, Mutual Funds, Investment Management, Series 63, Asset Management, Fixed Annuities, Hedge Funds, Life Insurance, Trust Services
Education
Union College 1973 — 1997
BS, Industrial Economics
Union College 1980 — 1982
MBA, Planning & Control
Union College
Aggie obtained a BS; MBA, Industrial Economics and; Planning & Control
Waiman Lee Deetjen's Wells Fargo Private Bank Experience October 2014 - Present
Job
Industry Financial Services
Experience
Wells Fargo Private Bank October 2014 - Present
US Trust 2000 - October 2014
Citibank, Los Angeles, CA 1996 - 2000
HSBC / HSBC Wells Fargo Trade Bank 1993 - 1996
Education
University of Manitoba
MBA
University of Manitoba
Bachelor of Science
Wells Fargo Private Bank October 2014 - Present
US Trust 2000 - October 2014
Citibank, Los Angeles, CA 1996 - 2000
HSBC / HSBC Wells Fargo Trade Bank 1993 - 1996
Education
University of Manitoba
MBA
University of Manitoba
Bachelor of Science
Brian G Snyder, CFA's Wells Fargo Private Bank Experience October 2008 - Present
Job Senior Portfolio Manager at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank October 2008 - Present
OFFIT Investment Advisors March 2002 - October 2009
The Vanguard Group Asset Mgt & Trust Services July 1999 - March 2002
Corestates Investment Advisors 1990 - 1999
Skills
Portfolio Management, Investments, Management, High Net Worth..., Asset Allocation, Asset Management, Fixed Income, Wealth Management, Equities, Mutual Funds, Alternative Investments, Bloomberg, Investment Strategies, Bonds, Capital Markets, Investment Management
Education
University of Scranton 1981 — 1985
Accounting, Accounting and Finance
University of Scranton 1981 — 1985
Accounting
Wells Fargo Private Bank October 2008 - Present
OFFIT Investment Advisors March 2002 - October 2009
The Vanguard Group Asset Mgt & Trust Services July 1999 - March 2002
Corestates Investment Advisors 1990 - 1999
Skills
Portfolio Management, Investments, Management, High Net Worth..., Asset Allocation, Asset Management, Fixed Income, Wealth Management, Equities, Mutual Funds, Alternative Investments, Bloomberg, Investment Strategies, Bonds, Capital Markets, Investment Management
Education
University of Scranton 1981 — 1985
Accounting, Accounting and Finance
University of Scranton 1981 — 1985
Accounting
Justin Steinschriber's Wells Fargo Private Bank Experience March 2013 - Present
Job Wealth Planner
Industry Financial Services
Experience
Wells Fargo Private Bank March 2013 - Present
Wells Fargo Private Bank August 2012 - March 2013
Wells Fargo Private Bank March 2011 - August 2012
Moore & Van Allen, PLLC September 2006 - March 2011
Education
University of Virginia School of Law 2003 — 2006
J.D.
Tulane University 1999 — 2003
B.A., Political Science
Wells Fargo Private Bank March 2013 - Present
Wells Fargo Private Bank August 2012 - March 2013
Wells Fargo Private Bank March 2011 - August 2012
Moore & Van Allen, PLLC September 2006 - March 2011
Education
University of Virginia School of Law 2003 — 2006
J.D.
Tulane University 1999 — 2003
B.A., Political Science
Katherine Tjader's Wells Fargo Private Bank Experience 2004 - Present
Job
Industry Banking
Experience
Wells Fargo Private Bank 2004 - Present
Skills
Credit, Loans, Banking, Wealth Management, Commercial Banking, Credit Analysis, Commercial Lending, Consumer Lending
Education
UCLA
Bachelor of Arts (B.A.), Economics
Wells Fargo Private Bank 2004 - Present
Skills
Credit, Loans, Banking, Wealth Management, Commercial Banking, Credit Analysis, Commercial Lending, Consumer Lending
Education
UCLA
Bachelor of Arts (B.A.), Economics
Peggy Toal's Wells Fargo Private Bank Experience 2001 - 2011
Job Attorney, Consultant:Fiduciary Issues, Philanthropy,Charitable and Nonprofit Organizations
Industry Law Practice
Experience
Virginia HIll Foundation February 2012 - Present
McGihon & Associates January 2012 - Present
Margaret Toal October 2011 - Present
Margaret Toal October 2011 - Present
Wells Fargo Private Bank 2001 - 2011
Skills
Trusts, Estate Planning, Philanthropy, Securities, Wealth Management..., Charities, Non-profits, Wealth Management, Fiduciary, High Net Worth..., Nonprofits, Estate Administration, Corporate Governance, Estate Tax Planning, Wealth, Wills, Asset Protection, Corporate Law, Estate Law, Mediation, Litigation, Legal Writing
Education
University of Denver - Sturm College of Law
J.D., Law
University of Illinois at Urbana-Champaign
BA
Virginia HIll Foundation February 2012 - Present
McGihon & Associates January 2012 - Present
Margaret Toal October 2011 - Present
Margaret Toal October 2011 - Present
Wells Fargo Private Bank 2001 - 2011
Skills
Trusts, Estate Planning, Philanthropy, Securities, Wealth Management..., Charities, Non-profits, Wealth Management, Fiduciary, High Net Worth..., Nonprofits, Estate Administration, Corporate Governance, Estate Tax Planning, Wealth, Wills, Asset Protection, Corporate Law, Estate Law, Mediation, Litigation, Legal Writing
Education
University of Denver - Sturm College of Law
J.D., Law
University of Illinois at Urbana-Champaign
BA
Laura Laberee's Wells Fargo Private Bank Experience 2004 - 2010
Job Wealth Advisor Trust Specialist at Comerica Bank
Industry Banking
Experience
Comerica Bank October 2013 - Present
Edward Jones June 2012 - October 2013
Northern Trust September 2010 - September 2011
Wells Fargo Private Bank 2004 - 2010
Skills
Asset Allocation, Asset Managment, High Net Worth..., Wealth Management, Portfolio Management, Alternative Investments, Wealth Management..., Trust Services, Wealth, Series 7, Investment Management, Asset Management, Finance, Investment Strategies, Investment Advisory, Banking
Education
Abraham Lincoln University 2004 — 2006
Law School
University of North Texas
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Comerica Bank October 2013 - Present
Edward Jones June 2012 - October 2013
Northern Trust September 2010 - September 2011
Wells Fargo Private Bank 2004 - 2010
Skills
Asset Allocation, Asset Managment, High Net Worth..., Wealth Management, Portfolio Management, Alternative Investments, Wealth Management..., Trust Services, Wealth, Series 7, Investment Management, Asset Management, Finance, Investment Strategies, Investment Advisory, Banking
Education
Abraham Lincoln University 2004 — 2006
Law School
University of North Texas
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Charles Denson's Wells Fargo Private Bank Experience 2003 - 2010
Job Managing Director, Private Client Advisor at U.S. Trust, Bank of America Private Wealth Management
Industry Banking
Experience
U.S. Trust, Bank of America Private Wealth Management July 2013 - Present
Citi Private Bank July 2010 - July 2013
Wells Fargo Private Bank 2003 - 2010
JP Morgan Private Bank 1996 - 2003
Education
University of Arkansas 1978 — 1983
Bachelor of Business Administration (BBA), Sam M. Walton College of Business, Finance
U.S. Trust, Bank of America Private Wealth Management July 2013 - Present
Citi Private Bank July 2010 - July 2013
Wells Fargo Private Bank 2003 - 2010
JP Morgan Private Bank 1996 - 2003
Education
University of Arkansas 1978 — 1983
Bachelor of Business Administration (BBA), Sam M. Walton College of Business, Finance
Elizabeth Gronager's Wells Fargo Private Bank Experience July 2002 - November 2010
Job CLIENT SUPPORT SPECIALIST at SunTrust Bank
Industry Banking
Experience
SunTrust Bank November 2010 - Present
Wells Fargo Private Bank July 2002 - November 2010
Education
University of Florida
SunTrust Bank November 2010 - Present
Wells Fargo Private Bank July 2002 - November 2010
Education
University of Florida
Laura Caterino's Wells Fargo Private Bank Experience March 2014 - Present
Job
Industry Financial Services
Experience
Wells Fargo Private Bank March 2014 - Present
Education
University of Pittsburgh 1982 — 1986
Bachelor of Arts, Economics
Wells Fargo Private Bank March 2014 - Present
Education
University of Pittsburgh 1982 — 1986
Bachelor of Arts, Economics
alice sykes's Wells Fargo Private Bank Experience 2006 - Present
Job Trust & Fiduciary Specialist at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank April 2006 - Present
Wells Fargo Private Bank 2006 - Present
Skills
Banking, Credit, Loans, Wealth Management, Portfolio Management
Education
University of Maryland College Park
Bachelor of Arts (BA), American Studies
Wells Fargo Bank April 2006 - Present
Wells Fargo Private Bank 2006 - Present
Skills
Banking, Credit, Loans, Wealth Management, Portfolio Management
Education
University of Maryland College Park
Bachelor of Arts (BA), American Studies
Payam Zarini's Wells Fargo Private Bank Experience January 2006 - Present
Job Consultant
Industry Banking
Experience
Wells Fargo Private Bank January 2006 - Present
Skills
Mortgage Underwriting, Mortgage Banking, Private Banking, First Time Home Buyers, Loan Origination, Home Equity Loans, Rate and Term Refinance, Wealth Management, Mortgage, Residential Mortgages, Mortgage Lending
Education
University of Southern California 2002 — 2005
Bachelor of International Relations
Wells Fargo Private Bank January 2006 - Present
Skills
Mortgage Underwriting, Mortgage Banking, Private Banking, First Time Home Buyers, Loan Origination, Home Equity Loans, Rate and Term Refinance, Wealth Management, Mortgage, Residential Mortgages, Mortgage Lending
Education
University of Southern California 2002 — 2005
Bachelor of International Relations
Jason Blume's Wells Fargo Private Bank Experience January 2012 - October 2012
Job Investment Consultant at TD Ameritrade
Industry Banking
Experience
TD Ameritrade October 2012 - Present
Wells Fargo Private Bank January 2012 - October 2012
Wells Fargo Advisors January 2010 - October 2011
Wells Fargo May 2005 - January 2010
Skills
Series 7, Series 66, Retirement Planning, Investments, Mutual Funds, Portfolio Management, Series 63, Uniform Combined State..., Wealth Management
Education
University of Minnesota-Twin Cities
TD Ameritrade October 2012 - Present
Wells Fargo Private Bank January 2012 - October 2012
Wells Fargo Advisors January 2010 - October 2011
Wells Fargo May 2005 - January 2010
Skills
Series 7, Series 66, Retirement Planning, Investments, Mutual Funds, Portfolio Management, Series 63, Uniform Combined State..., Wealth Management
Education
University of Minnesota-Twin Cities
Willis Macgill's Wells Fargo Private Bank Experience May 2004 - Present
Job Senior Vice President at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank May 2004 - Present
Allied Investment Advisors September 2002 - May 2004
Signet Bank February 1988 - June 1998
Skills
Series 7, Credit, Loans, Banking, Wealth Management, Portfolio Management, Credit Analysis, Series 63, Commercial Banking, Mortgage Lending, Investments, Commercial Lending, Mutual Funds, Equities, Fixed Income, Relationship Management, Credit Risk, Loan Origination, Capital Markets, Asset Based Lending, Financial Services, Investment Management, Small Business Lending
Education
University of Richmond 1983 — 1987
Bachelor's degree, Economics
Gilman School 1972 — 1983
Wells Fargo Private Bank May 2004 - Present
Allied Investment Advisors September 2002 - May 2004
Signet Bank February 1988 - June 1998
Skills
Series 7, Credit, Loans, Banking, Wealth Management, Portfolio Management, Credit Analysis, Series 63, Commercial Banking, Mortgage Lending, Investments, Commercial Lending, Mutual Funds, Equities, Fixed Income, Relationship Management, Credit Risk, Loan Origination, Capital Markets, Asset Based Lending, Financial Services, Investment Management, Small Business Lending
Education
University of Richmond 1983 — 1987
Bachelor's degree, Economics
Gilman School 1972 — 1983
Cody McGuire's Wells Fargo Private Bank Experience 2004 - April 2015
Job AVP / Commercial Real Estate Banker at National Bank of Arizona
Industry Banking
Experience
National Bank of Arizona April 2015 - Present
Wells Fargo Private Bank 2004 - April 2015
Wells Fargo May 2000 - 2004
Merrill Lynch 2001 - 2001
Skills
Credit, Commercial Lending, Loans, Credit Analysis, Wealth Management, Commercial Banking, Underwriting, Credit Risk, Financial Analysis, Banking, Risk Management, Loan Origination, Mortgage Lending, Portfolio Management, Investments, Small Business Lending
Education
University of Phoenix
Master of Business Administration (M.B.A.), Finance, General
National Bank of Arizona April 2015 - Present
Wells Fargo Private Bank 2004 - April 2015
Wells Fargo May 2000 - 2004
Merrill Lynch 2001 - 2001
Skills
Credit, Commercial Lending, Loans, Credit Analysis, Wealth Management, Commercial Banking, Underwriting, Credit Risk, Financial Analysis, Banking, Risk Management, Loan Origination, Mortgage Lending, Portfolio Management, Investments, Small Business Lending
Education
University of Phoenix
Master of Business Administration (M.B.A.), Finance, General
Lauren Forster, CPA's Wells Fargo Private Bank Experience March 2007 - March 2013
Job Wealth Planner at DCA Global Investment Management
Industry Banking
Experience
DCA Global Investment Management April 2013 - Present
Wells Fargo Private Bank March 2007 - March 2013
Ernst & Young September 2004 - March 2007
Skills
Certified Public..., Financial Advisory, Wealth, Wealth Management, Tax, High Net Worth..., Finance, Financial Planners, Wealth Management..., Portfolio Management, Retirement Planning, Estate Planning, Investments, Mutual Funds, Securities
Education
University of Florida 2002 — 2004
Master's degree, Accounting
University of Florida 1999 — 2004
Bachelor's degree, Accounting
DCA Global Investment Management April 2013 - Present
Wells Fargo Private Bank March 2007 - March 2013
Ernst & Young September 2004 - March 2007
Skills
Certified Public..., Financial Advisory, Wealth, Wealth Management, Tax, High Net Worth..., Finance, Financial Planners, Wealth Management..., Portfolio Management, Retirement Planning, Estate Planning, Investments, Mutual Funds, Securities
Education
University of Florida 2002 — 2004
Master's degree, Accounting
University of Florida 1999 — 2004
Bachelor's degree, Accounting
Christine Testani's Wells Fargo Private Bank Experience June 1985 - Present
Job Investment Strategist at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank June 1985 - Present
Skills
Portfolio Management, Investments, Fixed Income, Equities, Asset Management, Wealth Management, Derivatives, Financial Modeling, Capital Markets, Financial Markets, Banking, Asset Allocation, Bloomberg, Financial Analysis, Risk Management, Financial Risk, Investment Strategies, Hedge Funds, Valuation, Mutual Funds, Alternative Investments, Series 7
Education
University of Connecticut
Business Administration
Wells Fargo Private Bank June 1985 - Present
Skills
Portfolio Management, Investments, Fixed Income, Equities, Asset Management, Wealth Management, Derivatives, Financial Modeling, Capital Markets, Financial Markets, Banking, Asset Allocation, Bloomberg, Financial Analysis, Risk Management, Financial Risk, Investment Strategies, Hedge Funds, Valuation, Mutual Funds, Alternative Investments, Series 7
Education
University of Connecticut
Business Administration
Jared Cox's Wells Fargo Private Bank Experience March 2009 - March 2014
Job Mortgage Banking at imortgage, NMLS# 218480
Industry Banking
Experience
imortgage March 2014 - Present
Wells Fargo Private Bank March 2009 - March 2014
Education
University of Alabama 2001 — 2005
Bachelor of Business Administration (B.B.A.)
imortgage March 2014 - Present
Wells Fargo Private Bank March 2009 - March 2014
Education
University of Alabama 2001 — 2005
Bachelor of Business Administration (B.B.A.)
Michael Budd's Wells Fargo Private Bank Experience March 1999 - Present
Job Senior Private Banker at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank March 1999 - Present
Skills
Wealth Management, Banking, Credit, Portfolio Management, Loans, Mortgage Lending, Investments, Private Banking, Commercial Banking, Commercial Lending, Credit Analysis, Strategic Financial..., Asset Management, Retail Banking, Asset Allocation, Investment Advisory, Series 7, Fixed Income, Equities, Mutual Funds
Education
University of Notre Dame - Mendoza College of Business 1970 — 1974
Bachelor of Business Administration (BBA), Business Administration and Management, General
Wells Fargo Private Bank March 1999 - Present
Skills
Wealth Management, Banking, Credit, Portfolio Management, Loans, Mortgage Lending, Investments, Private Banking, Commercial Banking, Commercial Lending, Credit Analysis, Strategic Financial..., Asset Management, Retail Banking, Asset Allocation, Investment Advisory, Series 7, Fixed Income, Equities, Mutual Funds
Education
University of Notre Dame - Mendoza College of Business 1970 — 1974
Bachelor of Business Administration (BBA), Business Administration and Management, General
Heath Randolph's Wells Fargo Private Bank Experience
Job Trust Officer at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank
Skills
Wealth Management
Education
University of Florida - Fredric G. Levin College of Law 1997 — 2000
Doctor of Law (J.D.), Law
University of Florida 1993 — 1997
Bachelor's degree, Political Science and Government
Wells Fargo Private Bank
Skills
Wealth Management
Education
University of Florida - Fredric G. Levin College of Law 1997 — 2000
Doctor of Law (J.D.), Law
University of Florida 1993 — 1997
Bachelor's degree, Political Science and Government