Wells Fargo Private Client Services

Description

Address: 150 E W 42nd St 42nd Flr, New York, NY 10017 Phone: (212) 214-7682Hours: : : : : : Website: : Category: Place name: Website: https://www.wellsfargo.com/the-private-bank/?utm_campaign=Local_Listings&utm_source=Google&group=Private_Bank&loc=PB106 Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Wells Fargo Private Bank Posting publicly on the Web Write a review Reviews Be the first to review

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Wells Fargo Private Client Services Employees

Employee
Years
Job
Industry
Aaron Pottichen, CRPC, CRPS Aaron Pottichen, CRPC, CRPS Austin, Texas Area Details
Aaron Pottichen, CRPC, CRPS's Wells Fargo Private Client Services Experience May 2004 - January 2005
Job Retirement Plan Consultant at CLS Partners Retirement Services
Industry Financial Services
Experience
CLS Partners Retirement Services   August 2012 - Present
Merrill Lynch  July 2008 - August 2012
Morgan Stanley  May 2007 - June 2008
California State Assembly  February 2005 - December 2006
Wells Fargo Private Client Services   May 2004 - January 2005

Education
San Diego State University-California State University   1999 — 2002
Bachelor's of Science

James Urioste James Urioste Orange County, California Area Details
James Urioste's Wells Fargo Private Client Services Experience April 1998 - October 2002
Job Director at CB Capital Partners
Industry Consumer Goods
Experience
CB Capital Partners  January 2014 - Present
Ecō Skin Care Inc.   January 2011 - December 2013
Skin Elements USA   August 2006 - December 2010
BG Financial llc.   October 2002 - August 2006
Wells Fargo, Private Client Services  April 1998 - October 2002
Cruttenden Roth   April 1995 - April 1998

Skills
Business Development, Investments, Sales Management, Public Relations, Marketing Strategy, Social Media, Budgets, Online Advertising, Team Leadership, Sales Process, Marketing Communications, Series 7, New Business Development, Digital Marketing, Entrepreneurship, Start-ups, Product Development, Retail, Advertising, Forecasting, Public Speaking, Market Research, Business Planning, Team Building, Product Marketing, Social Media Marketing, Competitive Analysis, Brand Development, Strategic Partnerships, Market Planning, Strategy, Brand Management, Trade Shows, Sales, Marketing, Social Networking

Education
Citrus College   1985 — 1987
General Ed

Sepi Kazemi, CWS ® Sepi Kazemi, CWS ® San Francisco Bay Area Details
Sepi Kazemi, CWS ®'s Wells Fargo Private Client Services Experience September 2001 - August 2004
Job Experienced Senior Private Client Advisor serving high net worth individuals/families
Industry Financial Services
Experience
Bank of the West  June 2015 - Present
City National Bank  September 2008 - June 2015
First Republic Bank  2004 - 2007
Wells Fargo Private Client Services   September 2001 - August 2004

Skills
Wealth Management, Private Banking, Investment Management, Financial Planning, Debt Solutions, Insurance Solutions, Series 7, Series 63, Series 65, Investment Strategies, Credit, Investments, Investment Advisory, Strategic Financial..., High Net Worth..., Finance, Banking, Wealth Management..., Securities, Mutual Funds, Asset Allocation, Relationship Management, Treasury Management, Mortgage Lending, Cash Management, Estate Planning, Financial Services, Bonds, Retirement Planning, Consumer Lending, Loan Origination, Portfolio Management, Loans, Wealth, Credit Analysis, Small Business Lending, Alternative Investments, Insurance, Commercial Banking, Asset Management, Commercial Mortgages, Fixed Income, Commercial Lending, Equities, Financial Analysis, Risk Management

Education
University of San Francisco
Bachelor of Business Administration Economics

New England College, Arundel, England

J. Phil Oelze, Jr., CFA J. Phil Oelze, Jr., CFA Scottsdale, Arizona Details
J. Phil Oelze, Jr., CFA's Wells Fargo Private Client Services Experience January 2000 - September 2001
Job Financial Advisor, Vice President Investments, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  April 2014 - Present
Wells Fargo Advisors  April 2014 - Present
Wells Fargo's Alternative Strategies Brokerage Services, Inc.   May 2010 - April 2014
Oelzen Capital LLC   July 2009 - May 2010
Hall Capital Partners LLC  July 2008 - June 2009
Citi  September 2006 - March 2008
Avera Global Partners, LP   October 2001 - June 2006
Wells Fargo - Private Client Services  January 2000 - September 2001
Cadinha & Co. Investment Counsel   April 1997 - January 2000
Banc One Investment Advisors  January 1995 - April 1997

Skills
Alternative Investments, Hedge Funds, Equities, Capital Markets, Investments, Private Equity, Fund Of Funds, Business Development, Strategy, Finance, Prime Brokerage, Hedging

Education
CFA - Institute of Chartered Financial Analysts   1994 — 1996
CFA, Chartered Financial Analyst

CMT - Market Technicians Association   2001 — 2003
CMT, Technical Analysis

University of Arizona   1982 — 1986
BA, Economics, Software Engineering

Michelle Connell, CFA Michelle Connell, CFA Dallas/Fort Worth Area Details
Michelle Connell, CFA's Wells Fargo Private Client Services Experience 1999 - 2003
Job Lecturer at University of Texas at Dallas
Industry Investment Management
Experience
University of Texas at Dallas  June 2015 - Present
Asset Management Advisors   October 2011 - December 2013
Innovator VC Due Diligence   March 2011 - October 2011
JP Morgan  October 2009 - December 2010
Talon Asset Management, LLC Chicago, Il   2007 - 2009
UBS San Diego, CA   2003 - March 2007
Wells Fargo Private Client Services   1999 - 2003
Rice, Hall, James   1995 - 1999

Skills
Portfolio Management, Investments, Investment Strategies, Asset Allocation, Fixed Income, Alternative Investments, Hedge Funds, Mutual Funds, Investment Advisory, Financial Markets, Emerging Markets, Investment Management, Finance, Risk Assessment, Business Valuation, Strategic Financial..., Venture Capital, Due Diligence, Fundraising, Valuation, Private Equity, Strategy, Equity Valuation, Financial Risk, Asset Management, Equities, Equity Research, Wealth Management, Securities, Capital Markets, Financial Modeling, Options, Bloomberg, Derivatives, Series 7, Bonds, Wealth Management..., Entrepreneurship, Series 63, Financial Analysis, High Net Worth..., Risk Management, Economics, Analysis, Mergers & Acquisitions, Estate Planning, ETFs, Equity Derivatives, Retirement, Private Banking

Education
San Diego State University-California State University
MBA, Finance

Seattle University
Bachelor of Arts (BA), Accounting, Magna Cum Laude

UCLA Extension Program   2014 — 2014
Estate Planning Class

Gary Handzel Gary Handzel Stateline, Nevada Details
Gary Handzel's Wells Fargo Private Client Services Experience April 2005 - April 2009
Job Program Manager, GrantWriter, NonProfit Management
Industry Nonprofit Organization Management
Experience
Get in the Act! Arts in Action   September 2009 - Present
Wells Fargo Private Client Services   April 2005 - April 2009
Edward Jones Investments  March 2002 - April 2005

Skills
Non-profits, Project Management, Community Outreach, Press Releases, Strategic Planning, Management, Strategy, Social Media, Microsoft Office, Program Management, Customer Service, Grant Writing, Nonprofits, Finance

Education
Foundation Center-San Francisco
Proposal Writing - Marilyn Hoyt, Instructor

The Grant Professor   2010 — 2012
Grant Writing and Sustainability - Phil Johncock, Instructor

Oakton Community College
Economics

Professional Designation
Nevada Insurance License

Professional Designation
California Insurance License

Cindi White Cindi White Chula Vista, California Details
Cindi White's Wells Fargo Private Client Services Experience March 2001 - August 2002
Job Marketing Manager, Urology at Imprimis Pharmaceuticals, Inc.
Industry Marketing and Advertising
Experience
Imprimis Pharmaceuticals, Inc.   December 2014 - Present
Carling Communications  January 2013 - December 2014
RealAge, Inc.   June 2008 - December 2012
Charmed Events   April 2010 - September 2012
RealAge, Inc.   June 2008 - January 2012
Prudential Locations  June 2007 - May 2008
StarrTech Interactive   2006 - 2007
International Convention Event Services   2004 - 2006
Internet Advancement  May 2003 - August 2003
Wells Fargo - Private Client Services  March 2001 - August 2002

Skills
Advertising, Marketing, Project Management, Program Management, Account Management, Revenue Recognition, Email Marketing, Event Planning, Marketing Communications, Marketing Management, Digital Marketing, Analytics, Marketing Strategy, Event Management, Digital Strategy, Online Marketing, CRM, SEM, SEO, Salesforce.com, Strategy

Education
Hawaii Pacific University   2006 — 2009
MA, Communications (Organizational Change), 3.9

Hawaii Pacific University   2002 — 2004
BA, Advertising

Highline Community College   2001 — 2003
Master's degree, Business

Bellevue Community College   1999 — 2000
Associate of Arts (AA), Business

Scott Schendel Scott Schendel Greater Minneapolis-St. Paul Area Details
Scott Schendel's Wells Fargo Private Client Services Experience February 2001 - March 2004
Job CEO, Founder at Kingfield Construction Products
Industry Building Materials
Experience
Kingfield Construction Products   April 2013 - Present
RE-Systems Group   May 2005 - April 2013
USAllianz Investor Services   May 2004 - May 2005
Wells Fargo Private Client Services   February 2001 - March 2004
Life Links Enterprises, Wedlinks.com   August 2001 - February 2003

Skills
Business Development, New Business Development, Contract Negotiation, Product Management, Waterproofing, Business Strategy, Strategic Planning, Sales, Management, Pricing, Marketing Strategy, Financial Analysis, Market Research, Cold Calling, Underground Structures, Branding & Identity, Sales Management, Leadership, Strategy, Construction, Tunnels, Grouting

Education
University of Northwestern - St. Paul   1996 — 2000
BA, International Business, Religion

Prospera   1998 — 1998
Japanese language, business and culture

Randy Campanale, CFA Randy Campanale, CFA Las Vegas, Nevada Details
Randy Campanale, CFA's Wells Fargo Private Client Services Experience November 1983 - November 2002
Job Senior Vice President, Senior Portfolio Manager at Northern Trust
Industry Investment Management
Experience
Northern Trust  September 2006 - Present
The Public Education Foundation  1999 - 2012
First National Wealth Management  November 2004 - September 2006
Western National Trust Company   February 2003 - November 2004
Wells Fargo Private Client Services   November 1983 - November 2002
American Heart Association  2000 - 2002
First Interstate Bank  1995 - 1999

Skills
Wealth Management, Investments, Portfolio Management, Estate Planning, Alternative Investments, Investment Strategies, Asset Allocation, Equities, Investment Advisory, Financial Analysis, Investment Management, Loans, Strategic Planning, Asset Management, Banking, Credit, Finance, Mutual Funds

Education
UNLV   1973 — 1977
Bachelor of Science, Finance, General

VIREN KANYAL VIREN KANYAL San Francisco Bay Area Details
VIREN KANYAL's Wells Fargo Private Client Services Experience March 2005 - November 2006
Job VPFinancial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab  October 2009 - Present
Wells Fargo -Private Client Services  March 2005 - November 2006

Skills
Business Strategy, Leadership, Business Analysis, Project Management, Start-ups, Executive stock plan

Education
Osmania University
Bachelor's degree, Public Administration, Political Science

Dr Antonio Dsilva Tech

Aaron E. Larson Aaron E. Larson Greater Minneapolis-St. Paul Area Details
Aaron E. Larson's Wells Fargo Private Client Services Experience 1999 - 2006
Job CERTIFIED FINANCIAL PLANNER (TM), Certified Investment Management Analyst (TM)
Industry Financial Services
Experience
WaterRock Financial, LLC   2010 - Present
The Advocate Group   2006 - 2010
Wells Fargo Private Client Services   1999 - 2006
Dowling & Partners  1997 - 1999

Skills
Investments, Strategic Financial..., Estate Planning, Asset Allocation, Retirement, Finance, Insurance, Investment Management, Financial Advisory, Leadership, Wealth, Small Business

Education
Dartmouth College   1993 — 1997
BA, Economics, Government

Mason City High School   1989 — 1993

Jim Keene, CFA Jim Keene, CFA San Francisco Bay Area Details
Jim Keene, CFA's Wells Fargo Private Client Services Experience June 2006 - December 2007
Job
Industry Financial Services
Experience
Atherton Consulting Group, LLC   November 2011 - Present
Stanford Graduate School of Business  September 2013 - December 2013
Focus Consulting Group   August 2010 - October 2011
University of San Francisco  June 2004 - October 2011
CFA Society of San Francisco   1999 - June 2008
Wells Fargo Private Client Services   June 2006 - December 2007
Wells Fargo Private Client Services   May 2005 - May 2006
Bingham, Osborn & Scarborough   February 2000 - June 2004
Keene Investments   September 1996 - February 2000
Venture Leasing   April 1992 - September 1996

Skills
Portfolio Management, Due Diligence, Mergers & Acquisitions, Alternative Investments, Strategic Planning, Wealth Management, Strategy, Business Strategy, Investments, Asset Management, Management Consulting, Finance, Management, Financial Analysis, Risk Management, Executive Coaching, Leadership Development

Education
Stanford University Graduate School of Business   2009 — 2010
Masters of Science in Management

Syracuse University - Martin J. Whitman School of Management   1976 — 1979
B.S. in Business Administration, magna cum laude

Valerie Lee, M.S. Valerie Lee, M.S. San Francisco, California Details
Valerie Lee, M.S.'s Wells Fargo Private Client Services Experience April 2004 - August 2005
Job Financial Consultant Assistant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab  November 2014 - Present
Fidelity Investments  January 2014 - November 2014
Morgan Stanley Wealth Management  May 2012 - January 2014
Kaiser Permanente  January 2009 - April 2012
Lumetra  October 2007 - August 2008
Wells Fargo Financial Products   August 2005 - October 2007
Wells Fargo Private Client Services   April 2004 - August 2005
Wells Fargo Bank  October 2003 - March 2004
Morgan Stanley  October 2000 - October 2003

Skills
Event Planning, Sales, Newsletters, Marketing Communications, Project Management, Proposal Writing, B2B Marketing, Social Media, Blogging, Internal & External..., Print and Online..., Integrated Marketing..., Communications Campaigns, Event Marketing, Event Management, Nonprofits, Market Research, Research, Social Media Marketing, Direct Marketing, Brand Development, Analytics, New Business Development, Social Networking, Internal Communications, Business Development, Business Strategy, Marketing, Strategic Communications, Integrated Marketing

Education
San Francisco State University   2014 — 2015
Executive Certificate, Financial Planning

Golden Gate University   2003 — 2007
MS, Marketing

Indiana University Bloomington   1980 — 1984
BA, English

Vicky Renwick-Padilla Vicky Renwick-Padilla San Francisco Bay Area Details
Vicky Renwick-Padilla's Wells Fargo Private Client Services Experience September 2003 - September 2005
Job VP/Project Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo Consumer Credit Card / Customer Marketing   September 2013 - February 2015
Wells Fargo Enterprise Marketing - Merger Services   October 2009 - May 2012
Wells Fargo Family Wealth Group   September 2005 - October 2008
Wells Fargo Private Client Services   September 2003 - September 2005
Wells Fargo  March 1998 - September 2003
Wells Fargo  February 1991 - March 1998
Bank of San Francisco  November 1987 - February 1991
Wells Fargo Bank  November 1977 - November 1987

Skills
Project Management, Office Management, Risk Management, Banking, Organization &..., Highly Detailed, Meeting, Conference and..., Management, Budgets, Marketing, Relationship Management, Mergers & Acquisitions, Loans, Portfolio Management

Education
University of Oregon   1979 — 1980
Business Administration

West Valley College   1977 — 1979
AA, Business Administration

Christina Wilkerson, MBA, PMP Christina Wilkerson, MBA, PMP San Francisco, California Details
Christina Wilkerson, MBA, PMP's Wells Fargo Private Client Services Experience May 2004 - October 2004
Job Project Manager at Instinet Incorporated (a Nomura Company)
Industry Financial Services
Experience
Instinet Incorporated  January 2015 - Present
Simplify.  January 2013 - December 2014
Western Asset Management  May 2007 - March 2008
FutureTrade Technologies   January 2005 - May 2007
Wells Fargo, Private Client Services  May 2004 - October 2004
Washington Mutual, Financial Solutions Group   June 2003 - March 2004
Bank of America  July 2001 - July 2003
Chase Capital Partners  February 2000 - November 2000
Deutsche Bank Private Banking   October 1998 - February 2000
Oppenheimer Capital Management   February 1996 - October 1998

Skills
Budgets, Integration, Management, Equities, Leadership, Analysis, Risk Management, Asset Management, Fixed Income, Program Management, Business Process, Derivatives, Asset Managment, Portfolio Management, Business Analysis, Electronic Trading, FX Options, Finance, Financial Markets, Financial Services, Hedge Funds, Operations Management, Options, SDLC, Strategy, Trading, Trading Systems

Education
University of Kansas - Graduate School of Business   1991 — 1993
MBA, Operations Management

The University of Kansas   1981 — 1985
Liberal Arts, Chemistry, Biology

Paola High School

Keith Gapusan Keith Gapusan Phoenix, Arizona Area Details
Keith Gapusan's Wells Fargo Private Client Services Experience January 2001 - January 2003
Job P3 Capital Management, LLC
Industry Financial Services
Experience
P3 Capital Management, LLC   January 2012 - Present
Arizona Wealth Advisors, LLC   January 2003 - January 2012
Wells Fargo Private Client Services   January 2001 - January 2003
Peacock, Hislop, Staley and Givens   January 1998 - January 2001
Dean Witter Reynolds  January 1996 - January 1998

Skills
Strategic Planning, Investments, New Business Development, Mergers & Acquisitions, Account Management, Sales Management, Start-ups, Strategy, Business Strategy, Business Planning, Executive Management, Contract Negotiation, Management Consulting, Strategic Partnerships, Financial Services, Management, Asset Management, Finance

Education
University of Arizona   1990 — 1994
BA English/Finance

Sheree Diane (Dee) Hollinger Sheree Diane (Dee) Hollinger Cary, North Carolina Details
Sheree Diane (Dee) Hollinger's Wells Fargo Private Client Services Experience March 2008 - May 2011
Job Client Service Consultant@ Wells Fargo Banking Direct
Industry Financial Services
Experience
Wells Fargo Banking Direct   June 2011 - Present
Wells Fargo Private Client Services   March 2008 - May 2011
Wells Fargo Private Client Services   November 2001 - March 2008
Wells Fargo Private Banking  October 2000 - November 2001
Wells Fargo Private Banking  February 1997 - October 2000

Skills
Financial Services, Equities, Risk Management, Vendor Management, Wealth Management, Mortgage Lending, Credit Analysis, Portfolio Management, Commercial Lending, Management, Relationship Management, Finance, Software Documentation, Private Banking

Education
Diablo Valley College   1990 — 1994

Mercer County Community College   1972 — 1974

Alice Lightner Johnson Alice Lightner Johnson Saint Paul, Minnesota Details
Alice Lightner Johnson's Wells Fargo Private Client Services Experience January 1998 - October 2001
Job Owner at LifeShift Services
Industry Individual & Family Services
Experience
LifeShift Services   March 2011 - Present
Wells Fargo Private Client Services   January 1998 - October 2001
Piper Jaffray  1995 - 1998
Thomas and Associates Accounting   1993 - 1994
Morgan Stanley Smith Barney  1988 - 1993

Skills
Downsizing, Customer Service, Budgets, Marketing Strategy, Marketing Communications, Marketing, Research, Wealth Management

Education
Ripon College   1983 — 1987
Bachelor of Arts (BA), History

Craig D. Allen, CFA, CFP, CIMA Craig D. Allen, CFA, CFP, CIMA Santa Barbara, California Area Details
Craig D. Allen, CFA, CFP, CIMA's Wells Fargo Private Client Services Experience December 2001 - February 2004
Job Owner & President at Allen Wealth Management
Industry Investment Management
Experience
Allen Wealth Management   January 2014 - Present
Montecito Private Asset Management   April 2004 - December 2013
Wells Fargo Private Client Services   December 2001 - February 2004

Skills
Asset Management, Estate Planning, Financial Planning, Financial Writing, Research, Investments, Equities, Fixed Income, Portfolio Management, Financial Markets, Alternative Investments, Wealth Management, Mutual Funds, Retirement Planning, Retirement, Valuation, Credit, Risk Management, Real Estate, Mergers, Bonds, Funding, Options, Debt, Structuring, Cash Flow, Analysis, Tax, Banking, Strategic Planning, Planning, IPO, Budgeting, Investors, New Business Development, Small Business, Marketing Strategy, Business Planning, Restructuring, Real Estate Development, Asset Managment, Investment Management, Strategic Financial..., Project Planning, Budgets, Finance, Securities, Mergers & Acquisitions, Investment Advisory, Venture Capital

Education
University of California, San Diego   1999 — 2001
MPIA, Internation Relations

Stephen F. Austin State University   1984 — 1990
BBA Finance, Finance / Investments

LaVern Pena LaVern Pena Austin, Texas Area Details
LaVern Pena's Wells Fargo Private Client Services Experience February 1999 - March 2003
Job Vice President and Client Service Manager at Atlantic Trust
Industry Financial Services
Experience
Atlantic Trust  August 2004 - Present
Wells Fargo Private Client Services   February 1999 - March 2003

Education
St. Edward's University   1996 — 1999

Thomas Saunders Thomas Saunders Farmington, Minnesota Details
Thomas Saunders's Wells Fargo Private Client Services Experience June 2003 - December 2004
Job Technical Systems Analyst at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management  April 2013 - Present
RBC Wealth Management  July 2005 - April 2013
RBC Dain Rauscher  December 2004 - July 2005
Wells Fargo Private Client Services   June 2003 - December 2004
Piper Jaffray  September 2002 - April 2003
Dorsey & Whitney LLP  1997 - 2002

Skills
Disaster Recovery, VMware, Business Requirements, Enterprise Software, Active Directory, Business Analysis, SharePoint, Microsoft Exchange, Requirements Gathering, Visio, ITIL, Vendor Management, Enterprise Architecture, IT Strategy, Requirements Analysis

Education
Capella University   2012 — 2015
IT Project Management

Alan Glenn Alan Glenn San Francisco Bay Area Details
Alan Glenn's Wells Fargo Private Client Services Experience October 2003 - December 2006
Job at Morgan Stanley Private Bank
Industry Financial Services
Experience
New York Life Insurance Company  September 2014 - Present
Morgan Stanley Private Bank  September 2010 - February 2013
Alexxalan Consulting LLC   January 2007 - September 2010
Innercity Advisors   2007 - 2010
Wells Fargo Private Client Services   October 2003 - December 2006
Oakland School for the Arts  2004 - 2005
Stanford Athletics Department   November 2000 - September 2003
ANSUN Advisory Services, LLC   January 1996 - October 2000
BA Securities, Inc./Bank of America   September 1988 - November 1995
Manufacturers Hanover Trust Company  December 1983 - August 1986

Skills
Investments, Portfolio Management, Mergers, Finance, Wealth Management, Start-ups, Strategy, Business Strategy, Management Consulting, Credit, Management, Loans, Wealth, Commercial Lending, Financial Structuring, Contract Negotiation, Program Management, Commercial Banking, Analysis, Coaching, Investment Management, Strategic Financial..., Mergers & Acquisitions, Executive Management, Leadership, Financial Advisory, Small Business, Investment Strategies, Wealth Management..., Private Equity, Financial Services, Asset Management, Securities, Alternative Investments, Due Diligence, Private Banking, Investment Banking, Financial Modeling, Asset Allocation, Fixed Income

Education
Stanford University Graduate School of Business   1986 — 1988
Masters, Business Administration. Finance concentration

Brown University   1975 — 1979
Bachelor of Arts, Mathematical Economics

The Hotchkiss School   1971 — 1975

Douglas Bondick Douglas Bondick San Francisco, California Details
Douglas Bondick's Wells Fargo Private Client Services Experience July 2001 - June 2004
Job Assistant Vice President & Product Manager at Wells Fargo Treasury Management
Industry Financial Services
Experience
Wells Fargo Treasury Management  May 2013 - Present
Wells Fargo Treasury Management  April 2006 - May 2013
Wells Fargo Investment Management   June 2004 - April 2006
Wells Fargo Private Client Services   July 2001 - June 2004
Wells Fargo Private Client Services   October 1999 - July 2001
The Financial Relations Board/BSMG Worldwide   October 1998 - October 1999

Skills
Editing, Newsletters, Financial Services, Online Advertising, Advertising, Internal Communications, Marketing, Corporate Communications, Content Strategy, Corporate Branding, Marketing Strategy

Education
University of Oregon
B.A, Journalism - Public Relations

University Studies Abroad Consortium   1994 — 1995

Rick Cromwell racromwell@firstcommand.com Rick Cromwell racromwell@firstcommand.com Dallas/Fort Worth Area Details
Rick Cromwell racromwell@firstcommand.com's Wells Fargo Private Client Services Experience September 2003 - November 2006
Job Strategic Recruiting Consultant West Division at First Command Financial Services
Industry Financial Services
Experience
First Command Financial Services  November 2010 - Present
GROW YOUR SALES   December 2006 - August 2011
Wells Fargo Private Client Services   September 2003 - November 2006
IS Connections   October 2002 - August 2003
Tensoft  December 2001 - October 2002
Impact Innovations ( acquired by Technisource)   August 1999 - June 2001
Netigy  January 2000 - May 2001
Pagemart/Weblink Wireless   March 1998 - August 1999
StraightSource  August 1996 - March 1998

Skills
Business Development, Strategy, Marketing, Recruiting, Financial Analysis, Contract Negotiation, Public Relations, CRM

Education
The University of Kansas
B.S., Business Administration

Teresa Ridge, CTFA, CFP®, ChFC Teresa Ridge, CTFA, CFP®, ChFC San Francisco Bay Area Details
Teresa Ridge, CTFA, CFP®, ChFC's Wells Fargo Private Client Services Experience March 2004 - December 2007
Job Fiduciary Svcs Strategic Planning Cons at Wells Fargo Wealth Management
Industry Financial Services
Experience
Wells Fargo Wealth Management  March 2013 - Present
Wells Fargo Wealth Management  April 2011 - February 2013
Wells Fargo Wealth Management  January 2008 - April 2011
Wells Fargo Private Client Services   March 2004 - December 2007
Wells Fargo Private Client Services   January 1990 - March 2004

Skills
Coaching and Motivating, Sales&Marketing, Development of Diverse..., Strategic Planning, Leadership..., Risk Management, Strategic Financial..., CRM, Wealth Management, Strategy, Investments, Retirement Planning, Women of Wealth, Financial Advisory, Wealth, Wealth Management..., Leadership, Asset Management, Fiduciary Services, Relationship Management, Cross-functional Team..., Management, High Net Worth..., Finance, Financial Planners, Portfolio Management, Financial Services, Investment Advisory, Financial Risk, Loans, Sales & Marketing, Financial Planning

Education
University of San Diego   2004 — 2006
Masters of Science in Executive Leadership (MSEL), Organizational Leadership

San Diego State University-California State University   1992 — 1997
Bachelor of Science (B.S.), International Business Latin American and Spanish Language Focus

David Kauffman David Kauffman Greater San Diego Area Details
David Kauffman's Wells Fargo Private Client Services Experience September 2002 - February 2006
Job President, David Kauffman Insurance Services
Industry Investment Management
Experience
One Less Putt   2009 - Present
David Kauffman Insurance Services   February 2006 - Present
Astrum Investment Management-USA   October 2011 - April 2012
Wells Fargo Private Client Services   September 2002 - February 2006
Banc of America Securities  July 2000 - September 2002

Skills
Investments, Private Equity, Valuation, Due Diligence, Alternative Investments, Investor Relations, Asset Allocation, Asset Management, Banking, Bonds, Business Valuation, Capital Markets, Corporate Development, Corporate Finance, Equities, Finance, Financial Analysis, Financial Markets, Financial Modeling, Financial Structuring, Funding, Hedge Funds, IPO, Investment Advisory, Investment Banking, Investment Management, Investment Strategies, Mergers & Acquisitions, Mutual Funds, Portfolio Management, Private Placements, Real Estate, Real Estate Economics, Restructuring, Securities, Strategic Financial..., Venture Capital, Wealth Management, Fixed Income, Structured Finance, Series 7, Project Finance

Education
Edinboro University of Pennsylvania   1989 — 1993
BS/BA, Business Administration/Finance

North Allegheny High School   1987 — 1989

Mark Branish, CIMA Mark Branish, CIMA Greater Denver Area Details
Mark Branish, CIMA's Wells Fargo Private Client Services Experience November 1999 - April 2001
Job National Sales Director GreatWest Funds, Inc.
Industry Financial Services
Experience
EMPOWER Retirement  October 2009 - Present
Wells Fargo Advantage Funds  July 2007 - September 2009
Wells Fargo Institutional Asset Advisors   May 2001 - June 2007
Wells Fargo Private Client Services   November 1999 - April 2001
Wells Fargo Private Client Services   January 1997 - March 2001

Skills
401k, Series 63, Series 7, Mutual Funds, Asset Allocation, Investment Strategies, Retirement Planning, Wealth Management, Retirement, Investment Advisory, Investments, Portfolio Management, Financial Services, Financial Analysis, Asset Management, Investment Management, Finance, Series 6, Alternative Investments, Pensions, Securities, Bonds, Defined Benefit, Defined Contribution, ETFs, Equities, FINRA, Financial Advisory, Fixed Annuities, Fixed Income, IRAs, Relationship Management, Retirement Plan..., Separately Managed..., Series 65

Education
University of Denver - Daniels College of Business   1993 — 1995
BSBA

Cherry Creek High School

Rhonda E. Fitchett Rhonda E. Fitchett Des Moines, Iowa Area Details
Rhonda E. Fitchett's Wells Fargo Private Client Services Experience December 2004 - December 2007
Job CERTIFIED FINANCIAL PLANNER(TM) AT AXA Advisors
Industry Financial Services
Experience
AXA Advisors  May 2008 - Present
Buena Vista University  January 2008 - Present
Wells Fargo Private Client Services   December 2004 - December 2007
State of Iowa  May 1985 - December 2004

Skills
Public Speaking

Education
Drake University   1993 — 1996
MBA, business

University of Iowa College of Law   1982 — 1984
JD, with Distinction, Law

Buena Vista University   1978 — 1982
BA, Summa Cum Laude, Political/Economic Systems

Jeff Dunkel MBA, CFP®, CLU, ChFC, CTFA, RICP® Jeff Dunkel MBA, CFP®, CLU, ChFC, CTFA, RICP® Greater Minneapolis-St. Paul Area Details
Jeff Dunkel MBA, CFP®, CLU, ChFC, CTFA, RICP®'s Wells Fargo Private Client Services Experience June 1998 - February 2001
Job Investment Product Specialist, Thrivent Investment Sales Desk
Industry Financial Services
Experience
Thrivent Financial for Lutherans  January 2008 - Present
Toastmasters International  July 2013 - June 2014
Toastmasters International  July 2012 - June 2013
Ameriprise Financial Services, Inc.   October 2006 - January 2008
Financial Finesse  February 2001 - October 2006
Wells Fargo Private Client Services   June 1998 - February 2001
Norwest Investment Management and Trust   January 1994 - June 1998
Fortis Financial Group  January 1991 - December 1993
USBank  1990 - 1991
American Express Financial Advisors  January 1989 - December 1990

Skills
Certified Financial..., CLU, ChFC, CTFA, Certified Divorce..., Series 7, Series 66, Designations, Annuity, Investment Products, Client Loyalty, Financial Education, Toastmasters, Member of Toastmasters, Strategic Financial..., Fixed Annuities, Variable Annuities, Annuity Sales, Retirement Planning, Wealth Accumulation, Investments, Mutual Funds, Wealth, Retirement, Recruiting, Long-term Customer..., Estate Planning, Team Building, Designation, Training, Asset Allocation, Uniform Combined State..., Marketing, Financial Services, Insurance, Team Leadership, Small Business, Series 63, Wealth Management, Finance, Sales, Leadership, Investment Advisory, Investment Strategies, Financial Planners, Strategic Planning, Portfolio Management, Financial Advisory, Investment Management

Education
Augsburg College   2010 — 2012
Master of Business Administration (M.B.A.), Business Administration

College for Financial Planning   2002 — 2006
Master of Science (MS), Master Planner Advanced Studies (MPAS)

Augsburg College   1982 — 1986
Bachelor of Arts, Management Information Systems (MIS)

John A. Johnson High School   1980 — 1982
Diploma, General

Tim J. Leach Tim J. Leach San Francisco Bay Area Details
Tim J. Leach's Wells Fargo Private Client Services Experience April 1999 - November 2003
Job Chief Investment Officer, US Bank
Industry Investment Management
Experience
U.S. Bank   April 2008 - Present
American Bankers Association  September 2014 - Present
US Trust Company  May 2004 - September 2006
Wells Fargo Private Client Services   April 1999 - November 2003
Wells Fargo  1999 - 2003
ABN AMRO Asset Mgmt (USA)   January 1998 - April 1999
U.S. Bank   March 1994 - November 1997
Wells Fargo  1987 - 1993
Bank of America  1977 - 1986

Skills
Portfolio Management, Asset Managment, Wealth Management, Investments, Hedge Funds, Equities, Alternative Investments, Private Equity, Investment Strategies, Banking, Investment Management, Capital Markets, Strategic Financial..., Risk Management, Fixed Income, Public Speaking, Public Relations, Compliance, Client Development, Technical Writing, Strategic Leadership, Thought Leadership, Technical Leadership, Series 7, Asset Management, Mutual Funds, Securities, Investment Advisory, Asset Allocation, Management, Financial Services, Financial Planning, Financial Analysis

Education
University of California, Berkeley - Walter A. Haas School of Business   1987 — 1992
MBA, Finance

University of California, Davis   1975 — 1977
BS, Ag Science & Management

Deborah Cardoso Deborah Cardoso Greater New York City Area Details
Deborah Cardoso's Wells Fargo Private Client Services Experience October 2004 - June 2005
Job
Industry Internet
Experience
Airtime  November 2012 - Present
K2 Media Labs  March 2012 - Present
K2 Media Labs  August 2011 - March 2012
Worldlink Consulting Inc.   March 2007 - April 2011
Eagle Rent A Car, Inc   July 2005 - February 2007
Wells Fargo Private Client Services   October 2004 - June 2005
Prudential Equity Group  March 2004 - July 2004
El Paso Corporation  January 2002 - June 2003
Enron Corporation  July 2001 - December 2001

Skills
PowerPoint, Budgeting, Financial Reporting, Financial Modeling, Forecasting, Cross-functional Team..., Portuguese, Business Strategy, Start-ups, Strategic Financial..., OneNote, Early Stage, Cash Flow Forecasting, Cash Flow Management, Budgets, Due Diligence, Valuation, Business Analysis, Microsoft Word, Financial Analysis, QuickBooks, Microsoft Excel, NetSuite, Investor Reporting, Board of Directors..., Employee Stock Options, Start-up Ventures, Leadership, Corporate Finance, Venture Capital, Strategic Planning, Accounting, Portfolio Management, Finance, Mergers & Acquisitions, Business Valuation, Cash Flow, Financial Planning

Education
University of Florida - Warrington College Of Business   2009 — 2011
MBA

University of Florida - Warrington College Of Business   1997 — 2001
BSBA, Finance

Lake Highland Prep

Jim Fujinaga Jim Fujinaga San Francisco Bay Area Details
Jim Fujinaga's Wells Fargo Private Client Services Experience 1999 - 2002
Job EVP/Managing Partner at Private Wealth Alliance
Industry Banking
Experience
Private Wealth Alliance   2014 - Present
Bank of the West  December 2009 - 2014
JPMorgan Chase  2008 - 2009
Wamu Investments  2002 - 2008
Wells Fargo Private Client Services   1999 - 2002
Citi  1991 - 1999

Skills
Financial Services, Underwriting, Loans, Commercial Banking, Risk Management, Credit, Mortgage Lending, Capital Markets, Credit Analysis, Strategic Financial..., Mortgage Banking, Finance, Financial Analysis, Consumer Lending, Portfolio Management, Private Banking, Loan Origination, Financial Modeling, Financial Risk, Retail Banking, Small Business Lending, Asset Management, Credit Risk, Cash Management, Financial Planning

Education
UC Berkeley
Bachelor of Arts (B.A.), Economics

Golden Gate University
Master of Business Administration (MBA), Financial Planning

Peter Seagrave Peter Seagrave Las Vegas, Nevada Details
Peter Seagrave's Wells Fargo Private Client Services Experience August 2010 - May 2011
Job Pink Jeep Tours
Industry Leisure, Travel & Tourism
Experience
Pink Jeep Tours  July 2012 - Present
American Financial Network  October 2011 - August 2012
AT&T  September 2011 - January 2012
Wells Fargo Private Client Services   August 2010 - May 2011
Sun Residential Real Estate   2008 - 2010
Equus Mortgage Corporation   1999 - 2007
Pacific Bell Yellow Pages  1977 - 1998

Skills
Strategic Planning, New Business Development, Negotiation, Contract Negotiation, Customer Relations, Loan Origination, Customer Service, Refinance, Sales Management, Real Estate, Account Management, Team Building, Mortgage, Loans, Business Strategy, Mortgage Lending, Banking, Business Planning, Consultative Selling, Public Speaking, Key Account Management, Selling, Mortgage Banking, Management, Leadership, Advertising, Finance, CRM, Forecasting

Education
San Francisco State University, College of Business

Tamra Kramer Tamra Kramer Greater Minneapolis-St. Paul Area Details
Tamra Kramer's Wells Fargo Private Client Services Experience 1996 - 1999
Job Owner at Tomboy Ventures, Inc. DBA Vom Fass Twin Cities
Industry Retail
Experience
Tomboy Ventures, DBA Vom Fass Twin Cities   April 2013 - Present
Touchstone Mental Health Board of Directors   July 2012 - Present
TRK Commununications   September 2012 - June 2013
Wells Fargo Insurance Services  April 2012 - June 2012
Wells Fargo Treasury Management  June 2009 - May 2012
Wells Fargo  1999 - June 2009
Wells Fargo Private Client Services   1996 - 1999
Honeywell  1995 - 1996
United Parcel Service (UPS)   1994 - 1995
Carlson School of Management  1992 - 1994

Skills
Corporate Communications, Marketing Communications, Strategic Communications, Process development, Product Life Cycle..., Marketing Management, Change Management, Change Leadership, Team Management, Cross-functional Team..., Corporate Branding, Customer Experience, Customer Satisfaction, Fun, Merger Communications, Budgeting, Business Strategy, Competitive Analysis, Risk Management, Crisis Communications, Public Relations, Leadership Development, Copywriting, Copy Editing, Intranet Strategy, Employee Relations, Mentoring, Program Management, Newsletters, Strategic Planning, Problem Solving, Teamwork, User Experience, Vendor Management, Writing, B2B, Mergers & Acquisitions, Internal Communications, Management, Budgets, CRM, Leadership, Integrated Marketing, Communications Planning, Analysis, Communication Training, Editing, Brand Awareness, Entrepreneurship, Product Management

Education
University of Minnesota - Carlson School of Management   1992 — 1995
Bachelor of Science in Business

The University of North Dakota   1990 — 1992

University of St. Thomas
Certificate

Dana Rosenthal Dana Rosenthal Greater Milwaukee Area Details
Dana Rosenthal's Wells Fargo Private Client Services Experience November 1999 - January 2003
Job Senior Administrative Assistant at Wells Fargo Advantage Funds
Industry Investment Management
Experience
Wells Fargo Asset Management  August 2013 - Present
GE Healthcare  June 2012 - August 2013
Stark Investments  June 2004 - April 2012
Robert W. Baird & Co.   January 2003 - March 2004
Wells Fargo Private Client Services   November 1999 - January 2003
Piper Jaffray  January 1995 - November 1999

Skills
Event Planning, Investments, Recruiting, Financial Analysis, Sales, Strategic Planning, Human Resources, Management, Office Management, Customer Service, Team Building, Portfolio Management, Time Management, Hedge Funds, Outlook, Financial Services, Project Management, Project Planning, Trading, Event Management, Finance, Bloomberg, Risk Management, Equities, Strategy, Asset Management, Financial Modeling, Options, Analysis, Accounting, Interviews, Training, Securities, Leadership, Process Improvement, Private Equity, Mergers & Acquisitions, Business Development, Microsoft Excel, Due Diligence, Valuation, Administration, Budgets, Investor Relations

Education
University of Kansas   1989 — 1993
Art and Design

Breck School   1985 — 1989

Cary Litchford Cary Litchford San Francisco Bay Area Details
Cary Litchford's Wells Fargo Private Client Services Experience July 2003 - February 2004
Job Partner Success Manager at ThinkHR
Industry Information Technology and Services
Experience
ThinkHR  September 2015 - Present
Wells Fargo Bank  March 2011 - September 2015
Delta Dental  July 2010 - March 2011
H.D. Vest / Wells Fargo TIG I.S.   September 2005 - April 2010
PFSWEB, INC  April 2004 - September 2005
WELLS FARGO PRIVATE CLIENT SERVICES   July 2003 - February 2004
GALAXY MEDIA GROUP, INC   April 1995 - July 2003

Skills
IIS, .NET, Microsoft SQL Server, JavaScript, Web Services, ASP, Visual Basic, XML, VBScript, ASP.NET, C#, Databases, Enterprise Software, JSP, Oracle, Perl, SDLC, SQL, Software Development, TFS, Unix, VB.NET, Visual Studio, WCF, Web Development, Windows

Education
University of North Texas
Bachelor of Science (B.S.), Computer Science

David Larijani David Larijani New York, New York Details
David Larijani's Wells Fargo Private Client Services Experience 1997 - 1999
Job President & Broker, New York Private Realty Group, LLC
Industry Real Estate
Experience
New York Private Realty Group, LLC   July 2006 - Present
William B. May Co., Beekman/ Sutton   April 1999 - April 2006
Wells Fargo Private Client Services   1997 - 1999

Education
Thunderbird School of Global Management   1996 — 1997
MBA, International Marketing Management

University of California, San Diego   1983 — 1988
Bachelor of Arts (B.A.), Psychology

Harvard Westlake School, Studio City, CA   1979 — 1983

Beth Jackson Beth Jackson Greater Minneapolis-St. Paul Area Details
Beth Jackson's Wells Fargo Private Client Services Experience 1995 - 2004
Job Managing Director, Market Executive at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   June 2013 - Present
Anchor Investments & Trust   September 2008 - July 2012
UBS Wealth Management  June 2004 - July 2008
Wells Fargo Private Client Services   1995 - 2004
First Bank System  August 1986 - September 1994
Merrill Lynch  January 1983 - August 1986

Skills
Series 7, Investments, Wealth Management, Strategic Financial..., Securities, Investment Management, Retirement Planning, Series 63, Portfolio Management, Asset Managment, Equities, Asset Allocation, Investment Advisory, Mutual Funds, Financial Advisory, Estate Planning, Risk Management, 401k, Retirement, Financial Analysis, Wealth Management..., Series 24, Financial Services, Investment Strategies, Relationship Management, High Net Worth..., Personal Financial..., Sales Management, Sales Management..., Building High..., Driving Sales..., Series 9 & 10, Leadership, Asset Management, Banking, Private Banking, Credit Analysis, Credit, Commercial Banking, Alternative Investments, Cash Management, Mortgage Lending, Small Business Lending, Finance, Wealth, Insurance, Commercial Lending, Lines Of Credit, Treasury Management, Financial Planning

Education
Babson College   1978 — 1982
BSBA, Finance and Investments

Frederick Wahl Frederick Wahl Dallas/Fort Worth Area Details
Frederick Wahl's Wells Fargo Private Client Services Experience 1998 - 2003
Job Managing Director at Cinque Partners LLC
Industry Financial Services
Experience
Cinque Partners LLC   January 2012 - Present
Wells Fargo  March 2003 - January 2012
Wells Fargo - Wealth Management  March 1992 - January 2012
Wells Fargo Private Client Services   1998 - 2003

Education
Lehigh University   1971 — 1975
Bachelor of Science, Economics / Finance

Timothy Gallagher, AAMS, CRPC Timothy Gallagher, AAMS, CRPC San Francisco Bay Area Details
Timothy Gallagher, AAMS, CRPC's Wells Fargo Private Client Services Experience October 2003 - November 2005
Job Corporate Services Financial Consultant at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial  May 2011 - Present
Charles Schwab & Co., Schwab Bank   March 2008 - September 2010
Fidelity Investments  November 2005 - March 2008
Wells Fargo, Private Client Services  October 2003 - November 2005
Prudential Securities, Inc  September 2000 - October 2003
Lucent Technologies  February 1998 - February 2000

Skills
Investments, Strategic Financial..., Portfolio Management, Wealth Management, Retirement Planning, Finance, Series 7, Start-ups, Retirement, Securities, Banking, Series 63, Investment Strategies

Education
College for Financial Planning
AAMS, CRPC, Asset Management and Retirement Planning

University of California, Santa Cruz
Bachelor of Arts, Economics

University of Phoenix
Master, Business Administration

Chris Schaefer, CFA Chris Schaefer, CFA Phoenix, Arizona Area Details
Chris Schaefer, CFA's Wells Fargo Private Client Services Experience 1997 - 2005
Job Portfolio Manager at L. Roy Papp & Associates, LLP
Industry Investment Management
Experience
L. Roy Papp & Associates, LLP   2005 - Present
Wells Fargo Private Client Services   1997 - 2005

Education
Arizona State University
Bachelor of Science, Finance

Robert Netzly Robert Netzly San Jose, California Details
Robert Netzly's Wells Fargo Private Client Services Experience 2008 - 2011
Job Founder and Investment Professional at Christian Wealth Management
Industry Financial Services
Experience
Christian Wealth Management   April 2011 - Present
GREAT Steward Project   May 2011 - Present
BRI Toolkit   February 2014 - Present
Wells Fargo Private Client Services   2008 - 2011

Skills
Investments, Financial Advisory, 401k Rollovers, Retirement Planning, 401k, Biblically Responsible..., Financial Planning, Biblical Stewardship..., Technical Analysis, Insurance, Wealth Management, Fly Fishing, Mutual Funds, Retirement, Portfolio Management, Investment Advisory, Investment Strategies, Strategic Financial..., Management, Leadership, Life Insurance, IRAs, Asset Allocation, Finance, Entrepreneurship, Fixed Annuities, Wealth, Investment Management, Alternative Investments, Estate Planning, Series 63, Series 7, Asset Management, Disability Insurance, Long-term Care, Securities, Personal Finance, Financial Services, Small Business, Pensions, Variable Annuities

Education
Excelsior College   2008 — 2010
B.S., Liberal Studies

CSU Stanislaus   2000 — 2001

Laura Lee Stansberry Laura Lee Stansberry Greater San Diego Area Details
Laura Lee Stansberry's Wells Fargo Private Client Services Experience July 1997 - July 2000
Job SVP, Regional Managing Director at Wells Fargo Wealth Management Group
Industry Financial Services
Experience
Wells Fargo Wealth Management Group  January 2008 - Present
Wells Fargo Wealth Management Group  July 2000 - December 2007
Wells Fargo Private Client Services   July 1997 - July 2000
Wells Fargo Private Client Services   July 1996 - June 1997

Skills
Wealth Management, Business Development, Series 7, Loans, Portfolio Management, Management, Investments, Alternative Investments, Relationship Management, Credit, Banking, Commercial Lending, Strategic Financial..., Series 63, Retirement Planning, Financial Planning

Education
Montana State University-Bozeman   1977 — 1981
BS, Finance

The College for Financial Planning
CFP Designation

Michelle Frey (Schutters) Michelle Frey (Schutters) San Francisco Bay Area Details
Michelle Frey (Schutters)'s Wells Fargo Private Client Services Experience March 1999 - August 2001
Job Sr. Designer / Art Director at San Jose State University
Industry Graphic Design
Experience
San Jose State University  October 2011 - Present
Atelier Frey   January 2011 - October 2011
California College of the Arts  December 2009 - January 2011
UC Berkeley  August 2001 - October 2009
Wells Fargo Private Client Services   March 1999 - August 2001
Atelier Frey   April 1996 - March 1999

Skills
Illustration, Art Direction, Creative Direction, Graphic Design, Logo Design, Typography, Layout, Photography, Art, Magazines, Drawing, Fine Art, Adobe Creative Suite, Integrated Marketing, Multimedia, Visual Communication, Web Design, Blogging, Posters, Illustrator, Photoshop

Education
Ecole nationale supérieure des Beaux-Arts   1989 — 1991
Montpellier, Print making /set design

California Polytechnic State University-San Luis Obispo   1983 — 1988
BS, Applied Art

Amanda Rebello Amanda Rebello Portland, Oregon Area Details
Amanda Rebello's Wells Fargo Private Client Services Experience June 2002 - June 2005
Job Account manager at Willamette Dental
Industry Insurance
Experience
Willamette Dental Group  September 2014 - Present
LivingSocial  November 2011 - October 2013
ATT Interactive  April 2009 - August 2011
Realty Trust and Soldera Properties   September 2005 - January 2009
Wells Fargo Private Client Services   June 2002 - June 2005
US Bank/Piper Jaffray   September 2000 - June 2002

Skills
Market Research, Social Media, Advertising, Sales, Marketing, Email Marketing, Strategy, Real Estate, Contract Negotiation, Real Estate Transactions, Investments, SEM

Education
Duke University   1995 — 1999
Marketing, Sociology

St. Mary's Academy   1992 — 1995

Lisa Zender Lisa Zender Greater Minneapolis-St. Paul Area Details
Lisa Zender's Wells Fargo Private Client Services Experience 1992 - Present
Job Private Mortgage Banker at Wells Fargo Private Mortgage Banking
Industry Banking
Experience
Wells Fargo Private Mortgage Banking  May 1992 - Present
Wells Fargo  1992 - Present
Wells Fargo Private Client Services   1992 - Present
Chase Manhattan PFS   May 1989 - May 1992

Education
Minnesota State University, Mankato

Steve Cawelti Steve Cawelti Greater Denver Area Details
Steve Cawelti's Wells Fargo Private Client Services Experience January 1991 - January 2000
Job
Industry Financial Services
Experience
Dish Network  August 2009 - Present
Geneva Capital LLC  November 2006 - Present
Meridian Wealth Management   October 2006 - October 2007
Grand Peaks Properties   January 2005 - August 2005
Wachovia Securities  January 2000 - May 2005
Terremark Worldwide  January 2004 - July 2004
Wells Fargo Private Client Services   January 1991 - January 2000
Boettcher & Company  January 1981 - January 1991
Tosco Corporation  August 1979 - May 1981

Education
University of Colorado Boulder - Leeds School of Business   1979 — 1980
MBA

University of Colorado Boulder   1972 — 1979
BA

Shawn A. Murphy Shawn A. Murphy Greater Minneapolis-St. Paul Area Details
Shawn A. Murphy's Wells Fargo Private Client Services Experience August 1999 - October 2001
Job Owner / President Murphy Financial Solutions
Industry Financial Services
Experience
H.D. Vest Financial Services   2010 - Present
Murphy Financial Solutions   August 2006 - Present
Askar Corp.   November 2001 - December 2009
Firstate Investments   November 2001 - August 2006
Wells Fargo Private Client Services   August 1999 - October 2001
Norwest Funds   July 1997 - August 1999
Norwest Funds   May 1995 - July 1997

Skills
Retirement, Series 7, Wealth Management, Fixed Annuities, Retirement Planning, Mutual Funds, Insurance, 401k, Investments, Life Insurance, Asset Allocation, Estate Planning, Financial Services

Education
The University of North Dakota   1987 — 1992
BBA, Business Administration

Roy Bigge Roy Bigge Mountain View, California Details
Roy Bigge's Wells Fargo Private Client Services Experience January 2001 - November 2005
Job
Industry Accounting
Experience
Transition  Senior Director Business Development & ServiceSOAProjects, IncDecember 2014 - September 2015
California Bank of Commerce  May 2014 - December 2014
SOAProjects  May 2010 - April 2014
Alchemy Search Partners  November 2005 - April 2010
Wells Fargo Private Client Services   January 2001 - November 2005
Management Solutions Inc.  October 1995 - September 2001
San Jose National   1990 - 1995

Skills
Mergers, Marketing Strategy, Start-ups, Due Diligence, Financial Analysis, Forecasting, Mergers & Acquisitions, Executive Management, Nonprofits, New Business Development, Corporate Development, Venture Capital, Strategy, Financial Modeling, Sarbanes-Oxley Act, Financial Services, Management Consulting, Accounting, Valuation, Business Strategy, Private Equity, Financial Reporting, Business Development, Strategic Planning, Entrepreneurship, Portfolio Management, CRM, Enterprise Software, Leadership, Finance, Management, Analysis, Corporate Finance, Professional Services, Restructuring, Risk Management, Consulting, Managerial Finance

Education
University of California, Berkeley   1968 — 1973
BS

Noemi Refuerzo Noemi Refuerzo Greater Los Angeles Area Details
Noemi Refuerzo's Wells Fargo Private Client Services Experience 1992 - 1995
Job Senior Vice President at City National Bank
Industry Financial Services
Experience
City National Bank  June 2004 - Present
Wells Fargo  May 1995 - January 2001
Wells Fargo - Private Client Services  1992 - 1995

Skills
Banking, Credit, Commercial Banking, Financial Risk, Commercial Lending, Risk Management, Treasury Management, Retail Banking, Credit Analysis, Relationship Management, Consumer Lending, Cash Management, Loans, Small Business Lending, Mortgage Lending, Portfolio Management

Education
Saint Mary's College of California   1997 — 1999

California State University-East Bay   1986 — 1989

Colegio de Sta. Rosa Makati   1982 — 1985
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program

Alan Glenn Alan Glenn San Francisco, California Details
Alan Glenn's Wells Fargo Private Client Services Experience November 2003 - December 2006
Job Financial Services Professional
Industry Financial Services
Experience
New York Life Insurance Company  September 2014 - Present
This Side of Glory, The Movie   2013 - 2014
Morgan Stanley Private Bank  2010 - 2013
Alexxalan Consulting LLC   January 2007 - September 2010
Wells Fargo Private Client Services   November 2003 - December 2006
Stanford University Department of Athletics  2000 - 2003
ANSUN Advisory Services, LLC   1995 - 2000
BA Securities, Inc./Bank of America, NT&SA   1988 - 1995

Skills
Customer Service, Microsoft Office, Leadership, Investments, Sales, Financial Analysis, Finance, Insurance, Risk Management, Project Management, Marketing, Analysis

Education
Stanford University Graduate School of Business   1986 — 1988
MBA-Finance, Banking, Corporate, Finance, and Securities Law

Brown University
AB, Mathematical Economics

Laura Koury Laura Koury Castle Rock, Colorado Details
Laura Koury's Wells Fargo Private Client Services Experience 2004 - 2007
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

Laura Howard, CIMA Laura Howard, CIMA San Francisco Bay Area Details
Laura Howard, CIMA's Wells Fargo Private Client Services Experience 2004 - 2006
Job Vice President at TCW
Industry Financial Services
Experience
TCW  July 2006 - Present
Wells Fargo Private Client Services   2004 - 2006
Merrill Lynch Investment Managers  1999 - 2003
Furman Selz Capital Management   1997 - 1999
Prudential Securities  1992 - 1997

Skills
Investment Strategies, Series 7, Investment Management, Investments, Series 63, Asset Allocation, Asset Management, Mutual Funds, Asset Managment, Wealth Management, Portfolio Management, Alternative Investments, ETFs, Separately Managed..., Fixed Income, Investment Advisory

Education
San Diego State University-California State University
B.S. Business Administration - Finance

Kirk Michie Kirk Michie Greater San Diego Area Details
Kirk Michie's Wells Fargo Private Client Services Experience 2000 - 2001
Job Financial Advisor at Bernstein Global Wealth Management
Industry Investment Management
Experience
Bernstein Global Wealth Management  October 2014 - Present
Tiburon Strategic Advisors  April 2004 - Present
Triton Pacific Capital Partners  November 2007 - October 2014
Candor Advisors   April 2007 - October 2014
Lenox Advisors  March 2006 - April 2007
Osborne Partners Capital Management  August 2002 - November 2005
Bessemer Trust  August 2001 - August 2002
Wells Fargo Private Client Services   2000 - 2001
Kayne Anderson Rudnick  1998 - 2000
Sanford C. Bernstein & Co., Inc.   1993 - 1998

Skills
Public Speaking, Fundraising, Investor Relations, Asset Management, Sales Management, Alternative Investments, Wealth Management, Investments, Asset Allocation, Retirement Planning, Financial Advisory, Portfolio Management, Hedge Funds, Private Equity, Mergers, Private Placements, Series 7, Venture Capital, Due Diligence, Capital Markets, Financial Modeling, Financial Markets, Investment Strategies, Investment Advisory, Asset Managment, Mergers & Acquisitions, Management Consulting, Investment Management, High Net Worth..., Self-driven, Business Development, Strategy, Financial Services, Corporate Development, Executive Management, Finance, Valuation, Funding, Mutual Funds, Securities, Estate Planning, Equities, LBO, Wealth Management..., Fund Of Funds, Financial Structuring, Fixed Income, Strategic Financial..., IPO, Corporate Finance

Education
University of Southern California   1982 — 1984
BS

Steve Barton Steve Barton Greater Minneapolis-St. Paul Area Details
Steve Barton's Wells Fargo Private Client Services Experience 2002 - 2005
Job Banking and Business Consulting
Industry Banking
Experience
Waterford Group Consulting   December 2011 - Present
Unity Banks   February 2013 - Present
BNP Paribas Bank of the West   August 2008 - November 2011
TCF Bank  2005 - 2008
Wells Fargo Private Client Services   2002 - 2005
UBS  2000 - 2002
Piper Jaffray  1996 - 2000
Various Banking Positions   1986 - 1996

Skills
Investments, Banking, Loans, Commercial Banking, Private Banking, Wealth Management, Credit, Commercial Lending, Small Business Lending, Credit Analysis, Consumer Lending, Strategic Financial..., Financial Services, Retirement Planning, Credit Risk, Mortgage Lending, Wealth Management..., Retail Banking, Loan Origination, Financial Analysis, Investment Advisory, Financial Advisory, Bonds, Underwriting, High Net Worth..., Investment Strategies, Commercial Mortgages, Financial Risk, Banking Relationships, Trade Finance, Investment Management, Relationship Management, Insurance, Fixed Income, Lines Of Credit, Financial Modeling, Mutual Funds, Asset Allocation, Equities, Fixed Annuities, Private Equity, Financial Markets, Deposits, Alternative Investments, Capital Markets, Series 7, Series 63, Estate Planning, FINRA, Asset Managment

Education
Winona State University   1983 — 1987
Bachelor of Science (B.S.), Business Administration / Marketing

University of Minnesota-Twin Cities   1980 — 1982
College of Liberal Arts (Coursework)

United States Institute of Peace
Certificate: Conflict Analysis

Mary Ellen Warner Mary Ellen Warner San Francisco Bay Area Details
Mary Ellen Warner's Wells Fargo Private Client Services Experience 1999 - 2004
Job CFP, Partner, Managing Director, Vice President, Senior Wealth Manager, Financial Planning, Wealth Management
Industry Financial Services
Experience
Destination Wealth Management  January 2005 - February 2014
Wells Fargo Private Client Services   1999 - 2004

Education
Michigan State University   1986 — 1990
International Relations

Grosse Pointe South

Edson Ligondé, PMP, SSGB, MDQM Edson Ligondé, PMP, SSGB, MDQM Charlotte, North Carolina Details
Edson Ligondé, PMP, SSGB, MDQM's Wells Fargo Private Client Services Experience October 2001 - November 2002
Job Enterprise Project Manager
Industry Banking
Experience
Mindseeker, Inc.   September 2012 - May 2013
Bank of America  April 2011 - September 2012
Bank of America  September 2010 - December 2010
Bank of America  May 2010 - September 2010
Bank of America  March 2010 - June 2010
Bank of America  September 2009 - March 2010
Bank of America  March 2009 - September 2009
Bank of America  September 2006 - September 2009
Wachovia  May 2004 - September 2006
Wells Fargo, Private Client Services  October 2001 - November 2002

Skills
Business Requirements, Banking, Metrics, SDLC, Business Process, Risk Management, Training & Development, Stakeholder Management, Program Management, Cross-functional Team..., Gap Analysis, Solution Implementation, Employee Training, Business Analysis, Training, Performance Management, Leadership, Process Improvement, PMO, Team Leadership, Project Management, Integration, Change Management, Strategy, Management, Six Sigma, Testing, Databases, Data Warehousing, CRM, Business Process..., Project Portfolio..., PMP, Business Intelligence, IT Strategy

Education
University of Phoenix   2004 — 2006
Bachelor of Science, Information Technology

University of Colorado at Boulder
Environmental Science

Elliot Diamond Elliot Diamond San Francisco, California Details
Elliot Diamond's Wells Fargo Private Client Services Experience December 2000 - August 2004
Job User Experience Architect / Interactive Producer
Industry Marketing and Advertising
Experience
Rally Health  August 2012 - Present
CPP, Inc.   March 2012 - August 2012
Independent Contractor  March 2011 - February 2012
SKOW Advertising   March 2009 - May 2011
SKOW Advertising   January 2007 - February 2009
Self Employed  August 2006 - December 2006
Macromedia  September 2004 - April 2006
Wells Fargo - Private Client Services  December 2000 - August 2004
pets.com  January 2000 - November 2000
Palace Press International  June 1999 - December 1999

Skills
Information Architecture, User Interface Design, User Research, User Experience Testing, Functional..., Product Requirement..., Front-end Development, Content Strategy, Web Content Management, Digital Marketing, Demand Generation, Product Launches, Online Advertising, Digital Photography, Web Producing, Studio Lighting, Agile & Waterfall..., Interactive Project..., Print Management, Project Management, Advertising, Wireframes, Social Media Marketing, Integrated Marketing, Usability, Email Marketing, Information Design, Web Design, Copywriting, User Interface, Graphic Design, Marketing, Strategy, Usability Testing, Interaction Design, Web Development, Experience Design, User Experience, Creative Direction, Web Technologies, Product Launch, Flash, Front-end

Education
San Francisco State University   2007 — 2009
Coursework in Information Design, Interaction Design, Flash

University of Pennsylvania   1994 — 1998
BA, English Literature

Lewis Race, CFP ®, CLTC ® Lewis Race, CFP ®, CLTC ® Greater Seattle Area Details
Lewis Race, CFP ®, CLTC ®'s Wells Fargo Private Client Services Experience 2002 - 2005
Job Associate Wealth Management Advisor at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network  January 2008 - Present
Senior Financial Advisors Inc.   October 2005 - December 2007
Wells Fargo Private Client Services   2002 - 2005
Ragen MacKenzie  1998 - 2002
GE Capital Assurance  1994 - 1997
Great Northern Annuity   1992 - 1994

Skills
Portfolio Management, Series 7, Financial Planning, Wealth Management, Retirement Planning, Insurance, Retirement, Asset Allocation, Annuities, Long Term Care, Investment Advisory, Certified Financial...

Education
College for Financial Planning   2001 — 2003
CFP ® Certification Professional Education Program

University of Montana   1986 — 1990
BA, Political Science, (Emphasis in Public Administration)

Mike Willingham Mike Willingham Washington D.C. Metro Area Details
Mike Willingham's Wells Fargo Private Client Services Experience May 1998 - November 2003
Job Senior Complex Financial Institution Analyst at FDIC
Industry Financial Services
Experience
FDIC  October 2011 - Present
FDIC  August 2010 - October 2011
Pepperwood Partners  December 2007 - August 2010
Mudigi   February 2006 - December 2007
Barron Moore Inc.   April 2005 - February 2006
Bank of America Private Bank  November 2003 - November 2004
Wells Fargo Private Client Services   May 1998 - November 2003

Skills
Portfolio Management, Financial Analysis, Financial Regulation, Due Diligence, Finance, Investments, Leadership, Banking, Executive Management, Credit, Loans, Entrepreneurship, Management, Business Planning, Mergers, Mergers & Acquisitions, Analysis, Financial Modeling, Corporate Finance, Risk Management, Capital Markets, Valuation, Financial Risk, Asset Management, Credit Analysis, Private Equity, Investment Banking, Credit Risk, Commercial Lending, Financial Services, Commercial Banking, Structured Finance

Education
New York University
International Banking Risk and Regulation

Cameron University   1994 — 1998
Bachelor’s Degree, Finance

Mark Duvall Mark Duvall San Francisco Bay Area Details
Mark Duvall's Wells Fargo Private Client Services Experience 1994 - 2005
Job Chief Investment Officer & Principal, Opes Advisors
Industry Financial Services
Experience
Opes Advisors  March 2005 - Present
Wells Fargo Investments  September 1994 - March 2005
Wells Fargo  1994 - 2005
Wells Fargo Private Client Services   1994 - 2005

Skills
Bonds

Education
Dartmouth College   1979 — 1983

Steven A. Miller CLU, Chfc, JD, LLM (Tax) Steven A. Miller CLU, Chfc, JD, LLM (Tax) Greater Denver Area Details
Steven A. Miller CLU, Chfc, JD, LLM (Tax)'s Wells Fargo Private Client Services Experience 1997 - 2003
Job Experienced Tax and Financial Planner
Industry Financial Services
Experience
Wealth Management Partners LLC   March 2003 - Present
MML Investors Services, Inc.,   March 2003 - Present
Wells Fargo Private Client Services   1997 - 2003
HRSource, Inc.   July 1994 - October 1997
Segwick Noble Loundes   March 1980 - July 1993
Mutual Benefit Group  1974 - 1980

Skills
Insurance, Estate Planning, Retirement Planning, Succession Planning, Wealth Management, Small Business, Wealth, Finance, Retirement, Financial Planners, Mergers, Employee Benefits, Tax, Pensions, Financial Services, Estate Tax Planning, 401k, Retirement Plan..., Fixed Annuities, Strategic Financial..., Estate Law, Series 63, ERISA, Trusts, Disability Insurance, Personal Finance, Defined Benefit, Trust Services, High Net Worth..., Asset Allocation, Mutual Funds, Long-term Care, Mergers & Acquisitions, Wealth Management..., Life Insurance, Securities

Education
New York University School of Law   1973 — 1974
Masters, Taxation

The Ohio State University Moritz College of Law   1970 — 1973
J.D., Law

Denison University   1966 — 1970
Bachelor of Arts (B.A.), History

Upper Arlington   1961 — 1965

David Samson David Samson Greater Los Angeles Area Details
David Samson's Wells Fargo Private Client Services Experience March 2000 - December 2005
Job Ridan Flooring: serving multifamily and commercial properties
Industry Building Materials
Experience
Ridan Flooring   March 2006 - Present
JG Carpet & Drapery Co.   January 2006 - Present
Wells Fargo Private Client Services   March 2000 - December 2005
Bank of America  February 1997 - February 2000

Skills
Carpet, Construction, Tiles, Flooring, Hardwood, Hardwood Flooring, VCT, Laminating, Ceramic, Custom Homes, Bathrooms, Vinyl, Green Building, Interior Design, Renovation, Budgets, Team Building, Contract Negotiation, Negotiation, Management, Strategic Planning, Commercial Real Estate, New Business Development, Leadership, Real Estate

Education
Loyola Law School, Loyola Marymount University   2003 — 2006
JD

University of California, Santa Barbara   1988 — 1992
Bachelor's Degree, English, Law & Society

Josh Hill, CFA Josh Hill, CFA Greater Minneapolis-St. Paul Area Details
Josh Hill, CFA's Wells Fargo Private Client Services Experience April 2002 - February 2006
Job Senior Portfolio Manager & Director of Equities at Windsor Financial Group
Industry Investment Management
Experience
Windsor Financial Group  February 2008 - Present
Geraty Investments  February 2006 - February 2008
Wells Fargo Private Client Services   April 2002 - February 2006

Skills
Portfolio Management, Equity Research, Equities, Fixed Income, Asset Allocation, Asset Management, Alternative Investments, Mutual Funds, Investments

Education
University of Minnesota-Duluth   1997 — 2001
Bachelor of Business Administration (BBA), Finance

Patrick Abedi Patrick Abedi Greater Los Angeles Area Details
Patrick Abedi's Wells Fargo Private Client Services Experience February 2004 - Present
Job WF Private Client Services
Industry Internet
Experience
Wells Fargo Private Client Services   February 2004 - Present
Print Grass   January 2000 - December 2009

Skills
E-commerce, Online Marketing, Social Media Marketing, Optimization, B2C, Securities, Series 7

Education
California State University-Northridge   2002 — 2008
Marketing

Kevin Friedman Kevin Friedman San Francisco Bay Area Details
Kevin Friedman's Wells Fargo Private Client Services Experience August 1999 - December 2001
Job Founder at FantasySpar
Industry Internet
Experience
FantasySpar   March 2015 - Present
OfertaSimple   November 2011 - December 2014
OfertaSimple.com   January 2010 - December 2014
Mister Archer   February 2009 - December 2011
TV A La Carte   2010 - 2010
Viv   June 2009 - September 2009
Roost  December 2007 - January 2009
MHS Capital   June 2006 - September 2006
Wells Fargo Alternative Asset Mgmt   December 2001 - July 2005
Wells Fargo Private Client Services   August 1999 - December 2001

Skills
E-commerce, Start-ups, Managing Start-ups, Strategic Leadership, Lean Startup, Product Management, Business Development, Sales Management, Email Marketing, User Experience, Corporate Branding, Financial Analysis, Financial Modeling, Entrepreneurship, SEO, Strategy, Analytics, Mobile Applications, Business Strategy, Strategic Partnerships, Marketing Strategy, SEM, Online Advertising, Digital Marketing, Business Planning, Competitive Analysis, Online Marketing, Digital Strategy, Mobile Devices, Mobile Marketing, Sales, Web Analytics, Digital Media, Product Marketing, Sports Management, Sports Marketing, Fantasy Football, Football, SaaS, Corporate Development

Education
Stanford University Graduate School of Business   2005 — 2007
MBA, Business

Stanford University   1995 — 1999
AB, Economics

Miramonte High School   1991 — 1995

Shelley Scipione Shelley Scipione Denver, Colorado Details
Shelley Scipione's Wells Fargo Private Client Services Experience April 2002 - November 2004
Job Senior Director, eCommerce at Pharmaca Integrative Pharmacy
Industry Internet
Experience
Pharmaca Integrative Pharmacy  January 2013 - Present
Sports Authority  November 2011 - September 2012
Walmart.com  July 2011 - October 2011
Walmart.com  November 2010 - August 2011
Walmart.com  October 2009 - November 2010
Walmart.com  September 2007 - October 2009
PayPal  November 2005 - August 2007
Wells Fargo Consumer Deposits   November 2004 - November 2005
Wells Fargo Private Client Services   April 2002 - November 2004
Accenture  June 1998 - July 1999

Skills
E-commerce, Multi-channel Marketing, Online Marketing, Product Launches, Digital Marketing, Online Advertising, Product Launch, Product Marketing, Sales Management, Marketing Strategy, Strategic Planning, Marketing, Sales, Cross-functional Team..., Strategy, Strategic Partnerships, Email Marketing, Analytics, Product Development, Content Strategy, Competitive Analysis, Pricing

Education
University of Michigan - Stephen M. Ross School of Business   1999 — 2001
MBA, Marketing, Strategy

University of Vermont
BA, French, Business

Jerome Deutsch Jerome Deutsch Atlanta, Georgia Details
Jerome Deutsch's Wells Fargo Private Client Services Experience 1998 - 2001
Job Financial Advisor Marketing Consultant at Advisor Products Inc.
Industry Financial Services
Experience
Advisor Products Inc.  February 2015 - Present
Index Strategy Advisors  July 2013 - February 2015
Index Strategy Advisors  March 2013 - February 2015
Creative Management Group, Inc.   October 2011 - June 2012
Financial Services Consultancy   2007 - 2011
UBS Financial Services  2004 - 2007
Wells Fargo Institutional Securities   2001 - 2002
Wells Fargo Private Client Services   1998 - 2001

Skills
Investments, Portfolio Management, Financial Advisory, ETFs, Strategy, Management Consulting, Wealth Management, Series 7, Investment Advisory..., Fixed Income, Finance, Investment Strategies, Retirement Planning, 401k, Series 65, Mutual Funds, Investment Advisory, Investment Management, Asset Allocation, Alternative Investments, Securities, FINRA, Asset Management, Retirement, Personal Finance, Series 24, Series 63, Wealth Management..., Financial Services, Uniform Combined State..., Estate Planning, Wealth, Fixed Annuities, Financial Planners, Strategic Financial..., High Net Worth..., Hedge Funds, Retirement Plan..., Bonds, Variable Annuities, Equities, Options, Institutional..., Financial Planning

Education
The George Washington University   1980 — 1982
Master of Arts, Education and Human Development

University of Massachusetts, Amherst   1976 — 1980
Bachelor of Arts, Political Science and Government

Wade Larsen Wade Larsen San Francisco Bay Area Details
Wade Larsen's Wells Fargo Private Client Services Experience October 2003 - June 2008
Job VP, Analytics Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo, One Wells Fargo Strategic Planning   June 2008 - Present
Wells Fargo, Private Client Services  October 2003 - June 2008
Wells Fargo, Business Banking Group  2002 - 2003
ATTIK  2001 - 2002
Charles Schwab  2000 - 2001
Zatso   2000 - 2000

Skills
Analytics, SAS, Data Mining, SQL, Teradata, VBA, Data Analysis, MapReduce, Big Data, Tableau, Databases, Oracle, Microsoft Excel, Ad Hoc Reporting, Reports, SQL Server, DB2, Informix, Access, Microsoft Office, Data Modeling, Strategy, Analysis, Microsoft SQL Server, Management

Education
University of Pennsylvania - The Wharton School

University of California, Berkeley

University of Hawaii at Manoa
Bachelor of Arts, Psychology

Karen Tafuri, CFP® Karen Tafuri, CFP® Greater Salt Lake City Area Details
Karen Tafuri, CFP®'s Wells Fargo Private Client Services Experience April 2002 - December 2004
Job CERTIFIED FINANCIAL PLANNER™ Professional at Investment Management Consultants
Industry Hospitality
Experience
Investment Management Consultants  January 2005 - Present
Montage Deer Valley  November 2010 - December 2011
The Lodges at Deer Valley/Silver Baron Lodge   November 2009 - April 2010
Stein Eriksen Lodge, Upper Deer Valley   October 2007 - November 2008
The Chateaux at Silver Lake, Upper Deer Valley   November 2005 - September 2007
Wells Fargo Private Client Services   April 2002 - December 2004
Prudential Securities  October 1981 - April 2002
IBM Corporation  December 1969 - December 1979

Skills
Investments, Customer Service, Securities, Financial Analysis, Customer Relations, Financial Planning, Asset Management

Education
Westminster College   1990 — 1997
MBA, International Business

College for Financial Planning - Denver, CO   1984 — 1987
CFP®, CERTIFIED FINANCIAL PLANNER™ Professional

University of Nevada-Reno   1965 — 1969
BS, Secondary Business Education; Economics

Nancy Reeck Nancy Reeck Saint Paul, Minnesota Details
Nancy Reeck's Wells Fargo Private Client Services Experience January 1997 - January 2001
Job Analyst I, Research and Statistics at State of Minnesota
Industry Think Tanks
Experience
State of Minnesota  January 2013 - Present
Singing Hills Dairy   2009 - Present
St. Paul Corner Drug   November 2001 - November 2011
Wells Fargo Private Client Services   January 1997 - January 2001
Cottage Small   January 1994 - January 1997
Minnesota Waldorf School  January 1993 - January 1995
Aveda Corporation  January 1992 - January 1993

Skills
Research, Public Health, Social Media, Agriculture, Wellness, Nutrition, Healthcare, Teamwork, Teaching, Event Planning, Nutritional Counseling, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Fitness, Cpr Certified, Outlook, Community Outreach

Education
Augsburg College   1977 — 1981
BA Curriculum, English

Hennepin County Technical College - Nursing Assistant
Certified Nursing Assistant

Prosourse Educational Services   2000 — 2001
MS Word, Windows

Aveda Corporation

Catherine Cassetty-Neil Catherine Cassetty-Neil Greater Minneapolis-St. Paul Area Details
Catherine Cassetty-Neil's Wells Fargo Private Client Services Experience December 2005 - March 2008
Job Senior Project Manager at Wells Fargo Consumer Financial Services
Industry Financial Services
Experience
Wells Fargo Consumer Financial Services   May 2013 - Present
Wells Fargo Bank Wealth Management   March 2008 - April 2013
Wells Fargo Private Client Services   December 2005 - March 2008
Wells Fargo Technoglogy Information Group   October 2001 - December 2005

Skills
Business Analysis, SDLC, Agile Methodologies, Software Project..., PMP, Vendor Management, Business Requirements, Business Process, Project Management, Analysis, Management, Project Portfolio..., Program Management, Quality Assurance, Software Documentation, Leadership, Requirements Analysis, MS Project, Banking, Change Management, Project Planning, PMO, Governance, Process Improvement, Requirements Gathering, Strategic Planning, Integration, Enterprise Software, Business Intelligence, Business Process...

Education
University of Phoenix   2005 — 2007
MBA, Masters Business Administration

University of Phoenix   2004 — 2005
Bachelors IT Management, Information Technology

PMP Cert Tech Class

Paul Ruchti Paul Ruchti Greater Minneapolis-St. Paul Area Details
Paul Ruchti's Wells Fargo Private Client Services Experience January 2008 - February 2009
Job
Industry Information Technology and Services
Experience
UnitedHealthcare  February 2012 - Present
Prime Therapeutics  June 2009 - January 2012
Wells Fargo Institutional Brokerage   February 2009 - June 2009
Wells Fargo Private Client Services   January 2008 - February 2009
Wells Fargo Institutional Brokerage   June 2006 - January 2008
U.S. Trust Company   May 2001 - June 2006
US Trust  May 1999 - May 2001
Norrell, (Prudential Insurance Co   November 1998 - May 1999
Norwest Bank  February 1998 - November 1998

Skills
Financial Analysis, Securities, Management, Marketing, Business Process..., Financial Services, Portfolio Management, Process Improvement, Equities, Vendor Management, Fixed Income, Customer Service, SAS, SSAS 2008, Visio, Bloomberg, Intrader, MS Office, Baseline, Morningstar, Performance Station, TPG

Education
Minnesota State University, Mankato   1994 — 1997
BS, Economics

Wendy (Gilland) Vedeen Wendy (Gilland) Vedeen Greater Minneapolis-St. Paul Area Details
Wendy (Gilland) Vedeen's Wells Fargo Private Client Services Experience January 2000 - December 2002
Job Technical Writer at Wells Fargo
Industry Writing and Editing
Experience
Wells Fargo  April 2015 - Present
Wells Fargo  December 2002 - April 2015
Wells Fargo Private Client Services   January 2000 - December 2002
Wells Fargo Bank  January 1996 - December 1999
Wells Fargo Bank  May 1994 - January 1996
Artsmarketing Services Inc.  June 1993 - February 1994

Skills
Technical Writing, Banking, Copy Editing, Leadership, Risk Management, Management, Editing, Project Management, Sales, Technical Documentation, Process Improvement, Writing, Internal Communications, Web Design, Analysis, Marketing

Education
Gustavus Adolphus College
B.A., Organizational Management, Music

Eric Braund, CFP® Eric Braund, CFP® Traverse City, Michigan Details
Eric Braund, CFP®'s Wells Fargo Private Client Services Experience November 2004 - June 2007
Job CERTIFIED FINANCIAL PLANNER™ Professional and Senior Investment Advisor with Rehmann
Industry Financial Services
Experience
Rehmann  June 2007 - Present
Wells Fargo - Private Client Services  November 2004 - June 2007

Skills
Wealth Management

Education
Hillsdale College   1990 — 1994
Finance

Brenda O'Leary Brenda O'Leary Greater Los Angeles Area Details
Brenda O'Leary's Wells Fargo Private Client Services Experience October 1998 - February 2000
Job Senior RIA Consultant at BNY Mellon Investment Management
Industry Investment Management
Experience
BNY Mellon Investment Management  March 2015 - Present
Payden & Rygel Investment Management   April 2006 - February 2015
First American Capital Management / First American Trust   August 2003 - December 2005
Asset Strategy Consulting (later became InvestorForce)   February 2000 - June 2003
Wells Fargo Private Client Services   October 1998 - February 2000
Bernstein Global Wealth Management  1994 - 1998

Skills
Asset Allocation, Series 7, Fixed Income, Portfolio Management, Asset Managment, Investment Management, Mutual Funds, Investments, Series 63, Alternative Investments, Wealth Management, Equities, Securities, Investment Strategies, Bonds, Wealth Management..., Separately Managed..., Investment Advisory, Asset Management, Strategy, Retirement, FINRA, High Net Worth..., Retirement Planning, Financial Advisory, Valuation, Financial Markets, Investment Banking, Currency, 401k, Derivatives, Finance, Emerging Markets, Client Services, Financial Services, Strategic Financial..., Institutional..., Estate Planning, Financial Modeling, Trading, Series 24, Capital Markets, ETFs, Wealth, Private Equity, Pensions, IRAs, Fund Of Funds, Series 65, Uniform Combined State...

Education
University of Southern California
Bachelor's degree, Marketing

University of Southern California - Marshall School of Business
MBA, Finance

Steve Starzec Steve Starzec Boulder, Colorado Details
Steve Starzec's Wells Fargo Private Client Services Experience 2000 - 2006
Job Market Leader/VP at Bank of the West Wealth Management
Industry Financial Services
Experience
Bank of the West Wealth Management  January 2014 - Present
Boulder County Estate Planning Council   November 2013 - Present
Bank of the West Wealth Management Division   January 2009 - December 2013
Estate Planning Council of SE Denver   2008 - 2011
Centennial Estate Planning Council   January 2009 - January 2010
Bank of the West  2007 - 2009
First National Bank of Colorado  2006 - 2007
Wells Fargo Private Client Services   2000 - 2006
Wells Fargo Audit Services.  1991 - 2000
Deloitte and Touche  1990 - 1991

Skills
Investment Management, Estate Planning, Trust Services, Banking, New Business Development, Wealth Management, Forecasting, Private Banking, Loans, Series 7, Consumer Lending, Asset Allocation, Strategic Planning, Retirement Planning, Securities, Investment Advisory, Mutual Funds, Financial Services, Portfolio Management, Investments, High Net Worth..., Wealth Management...

Education
University of Colorado Denver   1995 — 1998
MS, Finance

Uniwersytet im. Adama Mickiewicza w Poznaniu   1990 — 1990
Finance and Economics

Doane College   1986 — 1990
BA, Finance: minor Economics and Accounting

Beth Shvodian Beth Shvodian San Francisco Bay Area Details
Beth Shvodian's Wells Fargo Private Client Services Experience May 1999 - April 2001
Job Nonprofit professional
Industry Philanthropy
Experience
University of California, Hastings College of the Law  2013 - 2013
Ravenswood Education Foundation   September 2010 - 2013
Lucile Packard Foundation for Children's Health  August 2009 - December 2009
Adiri, Inc.   April 2006 - June 2008
East Bay Community Foundation  April 2001 - January 2003
Wells Fargo, Private Client Services  May 1999 - April 2001
Merrill Lynch Trust Co.   June 1997 - April 1999

Education
Golden Gate University, School of Law (LL.M. in Taxation)   1999 — 2001
LL.M., Tax

University of California, Hastings College of the Law (J.D.)   1991 — 1994
J.D.

University of California, San Diego   1987 — 1991
B.A., Communications

Flintridge Preparatory School   1981 — 1987

Patrick McTigue, AIF® Patrick McTigue, AIF® Greater Minneapolis-St. Paul Area Details
Patrick McTigue, AIF®'s Wells Fargo Private Client Services Experience 2007 - 2007
Job Regional Vice PresidentRetirement Plans
Industry Financial Services
Experience
Nationwide Financial  June 2008 - Present
Bremer Trust, NA - Institutional Trust Services   2007 - 2008
Wells Fargo - Private Client Services  2007 - 2007
Hays Companies, Inc.   April 2005 - December 2006
Alerus Retirement Solutions (formerly Pension Solutions)   January 1996 - March 2005
Seabury & Smith, Inc.   July 1994 - December 1995
Northwestern Mutual Financial Services  January 1986 - June 1994

Skills
Retirement, Profit Sharing, 401k, Employee Benefits, Small Business, Retirement Planning, Pensions, Mutual Funds, Investments, Series 63, ERISA, Qualified Retirement..., Fiduciary Services, Series 66, Series 7, 403b, Public Speaking, 403 b

Education
Iowa State University   1981 — 1985
Bachelor of Business Administration, Finance

Christina Hart Christina Hart Orange County, California Area Details
Christina Hart's Wells Fargo Private Client Services Experience 2002 - 2005
Job President
Industry Information Technology and Services
Experience
Solutions Advisory Group   2009 - Present
Consulting Client   2009 - Present
ReachLocal  2010 - 2010
Increase Local Visibility   2009 - 2009
Fieldstone Communities  2006 - 2008
Sunset Coast Capital   2005 - 2006
Wells Fargo Private Client Services   2002 - 2005

Skills
Series 7, Series 66, Life & Health Insurance..., Life Insurance, Lead Generation, Online Advertising, Social Media Marketing, Uniform Combined State..., Business Development, Sales Process, Sales, SEO, Strategic Partnerships, PPC, Online Marketing, Advertising, Strategy, Web Marketing, Small Business, Management, SEM, Leadership, Sales Management, Marketing, Start-ups, Digital Marketing, Account Management, Marketing Strategy, Customer Retention, Sales Presentations, New Business Development, B2B, E-commerce, Customer Acquisition, Direct Marketing, Social Networking, Mergers, Direct Sales, SMO, SaaS, Marketing Communications, Strategic Planning, Google Adwords, Multi-channel Marketing, Team Building, Web Analytics, Keyword Research, Analytics, Digital Media, Digital Strategy

Education
California State University-Hayward - School of Business and Economics   1997 — 2000
Bachelors, Finance

Danice Desaulniers Danice Desaulniers San Francisco Bay Area Details
Danice Desaulniers's Wells Fargo Private Client Services Experience July 1999 - May 2002
Job at Wells Fargo & Company
Industry Investment Management
Experience
Wells Fargo & Company  March 2010 - Present
Wells Fargo - Wealth, Brokerage & Retirement   June 2009 - March 2010
Wells Fargo Funds Management  October 2005 - May 2009
Wells Fargo Funds Management  May 2002 - January 2005
Wells Fargo Private Client Services   July 1999 - May 2002
Textainer  1992 - 1997

Education
University of California, Santa Barbara   1972 — 1976
B.A., English Literature

San Francisco State University
M.A., English Literature

James Schuster James Schuster San Francisco Bay Area Details
James Schuster's Wells Fargo Private Client Services Experience January 2000 - January 2004
Job Region Manager at U.S. Bancorp Investments, Inc and U.S. Bancorp Insurance Services, LLC
Industry Investment Management
Experience
U.S. Bancorp Investments, Inc. and U.S. Bancorp Insurance Services, LLC   December 2010 - Present
Chase Investments  June 2004 - December 2010
Wells Fargo Private Client Services   January 2000 - January 2004
Bank of America  January 1988 - January 2000
Bank of America  January 1988 - January 1990
Great Western Financial Securities  January 1985 - January 1988

Education
California State University-Chico   1977 — 1980
Bachelor of Arts Degree, Political Science

Paul Perlinger Paul Perlinger Duluth, Minnesota Area Details
Paul Perlinger's Wells Fargo Private Client Services Experience January 2000 - February 2004
Job Owner, Home Helpers & Direct Link
Industry Health, Wellness and Fitness
Experience
Home Helpers & Direct Link  May 2008 - Present
M&I Wealth Management  February 2004 - March 2008
Wells Fargo Private Client Services   January 2000 - February 2004

Education
Concordia University-St. Paul
Organizational Management & Communications

Dana Smego Dana Smego Missoula, Montana Area Details
Dana Smego's Wells Fargo Private Client Services Experience March 2000 - August 2000
Job at Glacier Eye Clinic
Industry Medical Practice
Experience
Glacier Eye Clinic   August 2010 - Present
Alkar Human Resources  August 2008 - September 2010
Leading Edge Marketing and Planning   October 2003 - June 2004
Wells Fargo Private Client Services   March 2000 - August 2000
Zerbe, Buck, Lewis and Mallett   July 1999 - February 2000
Bookette Software Company   January 1999 - January 2000

Skills
Data Entry, Filing, Invoicing, Office Management, Microsoft Word, Time Management, Medical Billing, Customer Service, Marketing, Spreadsheets, Administrative..., Process Scheduler, Telephone Skills, CPT

Education
University of California, Davis   1991 — 1994
Biological Sciences and Comparative Literature

Keith Kengla Keith Kengla San Francisco Bay Area Details
Keith Kengla's Wells Fargo Private Client Services Experience 2001 - 2005
Job Vice President at Mechanics Bank
Industry Financial Services
Experience
Mechanics Bank  2008 - Present
US Trust Bank of America Private Wealth Management  2006 - 2008
Union Bank of California  2005 - 2006
Wells Fargo Private Client Services   2001 - 2005
Northern Trust Corporation  1997 - 2001

Education
Boston University School of Law   1995 — 1996
Master of Laws (LLM), Banking and Fianancial Law

Whittier Law School   1991 — 1995
Doctor of Law (JD)

California Polytechnic State University-San Luis Obispo   1989 — 1991
Master of Business Administration (MBA)

University of California, Santa Barbara   1985 — 1989
Bachelor of Arts (BA), Economics

Eric Alleckson, CFP® Eric Alleckson, CFP® Rochester, Minnesota Details
Eric Alleckson, CFP®'s Wells Fargo Private Client Services Experience 1999 - 2007
Job Director, Wealth Advisor at McGladrey
Industry Investment Management
Experience
McGladrey Wealth Management LLC  April 2007 - Present
Wells Fargo Private Client Services   1999 - 2007

Skills
Wealth Management..., Retirement Planning, Investment Management, Personal Financial..., Social Security Income...

Education
Concordia College
BA, Cum Laude, Economics

The American College
CFP® Certification Curriculum

Leo Hamill Leo Hamill Santa Barbara, California Area Details
Leo Hamill's Wells Fargo Private Client Services Experience 1999 - 2001
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

Beth Kandra Beth Kandra Greater Grand Rapids, Michigan Area Details
Beth Kandra's Wells Fargo Private Client Services Experience August 2009 - April 2012
Job Controller at American Road Maintenance/Midwest Tar Sealer
Industry Banking
Experience
American Road Maintenance/Midwest Tar Sealer   April 2014 - Present
Northern Trust  April 2012 - March 2014
Wells Fargo Private Bank  September 2009 - April 2012
Wells Fargo Private Client Services   August 2009 - April 2012
LaSalle Bank  September 2002 - August 2009

Skills
Commercial Lending, Commercial Banking, Loans, Banking, Portfolio Management

Education
Ferris State University   1972 — 1973
Accounting

Megan Shoemake Megan Shoemake Greater San Diego Area Details
Megan Shoemake's Wells Fargo Private Client Services Experience June 1998 - August 2002
Job Private Client Banker at JPMorgan Chase Bank, N.A.
Industry Banking
Experience
JPMorgan Chase Bank, N.A.   November 2008 - Present
Wells Fargo Private Client Services   June 1998 - August 2002

Education
Arizona State University
Global Business, Marketing

Daniel Baasen Daniel Baasen Greater Minneapolis-St. Paul Area Details
Daniel Baasen's Wells Fargo Private Client Services Experience November 1999 - July 2011
Job Senior Vice President at Northland Securities
Industry Financial Services
Experience
Northland Securities  August 2011 - Present
Wells Fargo Private Client Services   November 1999 - July 2011
Piper Jaffray, Inc  January 1985 - November 1999

Skills
Series 7

Education
University of Minnesota-Twin Cities   1963 — 1965
economics

University of Colorado at Boulder, 1960-1962 College of Liberal Arts

Jennifer Diego Jennifer Diego Concord, California Details
Jennifer Diego's Wells Fargo Private Client Services Experience June 2002 - November 2005
Job Broker Coordinator / Office Manager at Cushman & Wakefield
Industry Real Estate
Experience
Cushman & Wakefield  May 2007 - Present
Wells Fargo Private Client Services   June 2002 - November 2005
Professional Resource Screening   January 2000 - June 2002

Skills
Property Management, Corporate Real Estate, Commercial Real Estate, Leases, Lease Administration, Tenant, Disposition, Real Estate, Investment Properties, Landlords, Real Estate Economics, Lease Negotiations, Location Intelligence

Education
Heald College   1997 — 1999
AS, Computer Office Administration

Elisa Graff Elisa Graff San Francisco Bay Area Details
Elisa Graff's Wells Fargo Private Client Services Experience September 2003 - October 2005
Job Office Assistant at Acme Bread Company
Industry Food Production
Experience
Acme Bread Company   June 2012 - Present
Acme Bread Company   February 2007 - Present
Wells Fargo Private Client Services   September 2003 - October 2005
San Francisco Redevelopment Agency  March 2002 - March 2003
ADP  March 1997 - May 2001

Skills
Customer Service

Education
Alfred University
Bachelor of Fine Arts, Ceramics

University of Massachusetts, Amherst

Anna Bostic Anna Bostic Portland, Oregon Details
Anna Bostic's Wells Fargo Private Client Services Experience September 1999 - April 2004
Job Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
Self Employed  2011 - Present
Passage Events  May 2006 - January 2007
Edelweiss Lodge and Resort  April 2004 - May 2005
Wells Fargo, Private Client Services  September 1999 - April 2004

Education
Portland State University   1999 — 2004
Bachelor of Science, Communications

Tara Tedeschi Tara Tedeschi Atascadero, California Details
Tara Tedeschi's Wells Fargo Private Client Services Experience November 2007 - June 2010
Job Consumer Loan Processor at Heritage Oaks Bank
Industry Banking
Experience
Heritage Oaks Bank  July 2015 - Present
Heritage Oaks Bank  March 2013 - Present
National Notary Association  March 2007 - Present
Brazil Properties   November 2011 - March 2013
Wells Fargo Private Client Services   November 2007 - June 2010
Mid-State Bank & Trust  September 2005 - November 2006

Skills
Banking, Retail Banking, Home Equity Lines of..., Small Business Lending, Unsecured Loans, Residential Mortgages, Accounting, Office Administration, Corporations, Team-oriented, Loan Origination, Team Building, Financial Services, Marketing, Customer Service, Credit, Customer Service..., Typing, Organization, Property Management, Problem Solving, Financial Accounting, Home Equity Loans, Business Loans, LLC, Partnerships, Team Motivation, Account Management, Loans, Credit Analysis, Financial Analysis, Mortgage Lending, Management, Sales

Education
University of La Verne   2015 — 2019
Organizational Leadership

Allan Hancock College
General Studies

David J. Groe, CFP, CTFA David J. Groe, CFP, CTFA Colorado Springs, Colorado Area Details
David J. Groe, CFP, CTFA's Wells Fargo Private Client Services Experience August 2005 - February 2007
Job Senior Vice President and Market Executive
Industry Banking
Experience
The Private Bank at Colorado State Bank and Trust   February 2007 - Present
Wells Fargo Private Client Services   August 2005 - February 2007

Skills
Banking, Financial Analysis, Finance, Fiduciary Services, Fiduciary Management, Financial Planning, Estate Administration, Estate Planning, Account Management, Budgeting, Marketing, Financial Services, Financial Goals, Trustee, Charitable Trusts, Probate Administration, Team Management, Trusts

Education
Colorado State University   1993 — 1995
Master's degree, Business Administration, Finance

Colorado State University   1988 — 1992
Bachelor's degree, Business Administration, Marketing Concentration

Cannon Financial Institute
Trust School I, II, III, Trust Administration