Wells Fargo Securities
Industry: Capital market company
DescriptionHeadquarters: San Francisco, CA Parent organizations: Wells Fargo, Wells Fargo Securities, LLC Subsidiaries: Barrington Associates, Van Kasper Advisors
Wells Fargo Securities List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo Securities. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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2,523 Wells Fargo Securities employees in database. Find out everything there's to know about Wells Fargo Securities employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Securities Employees
Employee
Years
Job
Industry
Alex Biahun Alex Biahun's Wells Fargo Securities Experience September 2013 - Present
Job Investment Banking Associate at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities September 2013 - Present
Coach July 2012 - September 2013
Darden School of Business at the University of Virginia August 2010 - August 2012
Credit Suisse June 2011 - August 2011
RSM McGladrey February 2008 - August 2010
McBee Associates January 2007 - February 2008
Skills
Risk Management, Management Consulting, Due Diligence, Healthcare, Investment Banking, LBO, Private Equity, Business Valuation, Capital Markets, Corporate Development, Financial Modeling, Business Development, Portfolio Management, Business Strategy, Strategy, Restructuring, Finance, Corporate Finance, Financial Analysis, Valuation, Leveraged Finance, Leadership, Venture Capital, Bloomberg, Friendly Personality, Emerging Markets, Cross-functional Team..., Dependable Team Player
Education
University of Virginia - Darden Graduate School of Business Administration 2010 — 2012
MBA, Finance
Salisbury University - Perdue School of Business 2004 — 2006
BS, Business management
Belarusian State University 1997 — 2001
Economics/Management
Wells Fargo Securities September 2013 - Present
Coach July 2012 - September 2013
Darden School of Business at the University of Virginia August 2010 - August 2012
Credit Suisse June 2011 - August 2011
RSM McGladrey February 2008 - August 2010
McBee Associates January 2007 - February 2008
Skills
Risk Management, Management Consulting, Due Diligence, Healthcare, Investment Banking, LBO, Private Equity, Business Valuation, Capital Markets, Corporate Development, Financial Modeling, Business Development, Portfolio Management, Business Strategy, Strategy, Restructuring, Finance, Corporate Finance, Financial Analysis, Valuation, Leveraged Finance, Leadership, Venture Capital, Bloomberg, Friendly Personality, Emerging Markets, Cross-functional Team..., Dependable Team Player
Education
University of Virginia - Darden Graduate School of Business Administration 2010 — 2012
MBA, Finance
Salisbury University - Perdue School of Business 2004 — 2006
BS, Business management
Belarusian State University 1997 — 2001
Economics/Management
Amy Harris Amy Harris's Wells Fargo Securities Experience July 2014 - Present
Job Senior Recruiting Consultant at Wells Fargo
Industry Staffing and Recruiting
Experience
Wells Fargo Securities July 2014 - Present
Wells Fargo March 2012 - Present
Wells Fargo November 2005 - May 2009
WaMu May 2000 - November 2004
Accenture 1999 - 2000
Bank of America 1996 - 1999
Skills
Internet Mining, Cold Calling, Business Relationship..., Banking, Credit, Commercial Banking, Full-cycle Recruiting, Sourcing, Strategic Sourcing, Talent Acquisition, Executive Search, SDLC, Business Development, Recruiting, Leadership, Web Mining, Applicant Tracking..., Coaching, Technical Recruiting, Relationship Management, College Recruiting, Mortgage Lending, Onboarding, Internet Recruiting, Management, Finance, Screening Resumes, Temporary Placement
Education
Appalachian State University 1991 — 1995
BS, Communication and Media Studies
Wells Fargo Securities July 2014 - Present
Wells Fargo March 2012 - Present
Wells Fargo November 2005 - May 2009
WaMu May 2000 - November 2004
Accenture 1999 - 2000
Bank of America 1996 - 1999
Skills
Internet Mining, Cold Calling, Business Relationship..., Banking, Credit, Commercial Banking, Full-cycle Recruiting, Sourcing, Strategic Sourcing, Talent Acquisition, Executive Search, SDLC, Business Development, Recruiting, Leadership, Web Mining, Applicant Tracking..., Coaching, Technical Recruiting, Relationship Management, College Recruiting, Mortgage Lending, Onboarding, Internet Recruiting, Management, Finance, Screening Resumes, Temporary Placement
Education
Appalachian State University 1991 — 1995
BS, Communication and Media Studies
Carolyn Wheatley Carolyn Wheatley's Wells Fargo Securities Experience June 2015 - Present
Job Investment Banking Summer Analyst at Wells Fargo Securities
Industry
Experience
Wells Fargo Securities June 2015 - Present
The Hoover Institution, Stanford University January 2015 - Present
Tuck Business Bridge Program July 2014 - August 2014
Stanford University June 2013 - September 2013
Events Unlimited June 2011 - September 2013
Suzanne Bonamici for Congress June 2012 - November 2012
Skills
Stata, Microsoft Excel, Adobe Creative Suite, Foreign Languages, Financial Modeling
Education
Stanford University 2012 — 2016
International Relations, Economics
Russian Academy of Public Administration under the President of the Russian Federation 2013 — 2013
Stanford in Moscow Bing Overseas Studies Program
Lincoln High School 2008 — 2012
High School
Wells Fargo Securities June 2015 - Present
The Hoover Institution, Stanford University January 2015 - Present
Tuck Business Bridge Program July 2014 - August 2014
Stanford University June 2013 - September 2013
Events Unlimited June 2011 - September 2013
Suzanne Bonamici for Congress June 2012 - November 2012
Skills
Stata, Microsoft Excel, Adobe Creative Suite, Foreign Languages, Financial Modeling
Education
Stanford University 2012 — 2016
International Relations, Economics
Russian Academy of Public Administration under the President of the Russian Federation 2013 — 2013
Stanford in Moscow Bing Overseas Studies Program
Lincoln High School 2008 — 2012
High School
Marty Yates Marty Yates's Wells Fargo Securities Experience August 2010 - Present
Job Wells Fargo Securities/ Fixed Income Sales
Industry Financial Services
Experience
Wells Fargo Securities August 2010 - Present
Hanover Investment Advisors, Inc. September 2008 - August 2010
Trusco Capital Management; now Ridgeworth Investments February 2003 - December 2007
Wachovia Bank 1982 - 2002
Skills
Series 7, Fixed Income, Bonds, Series 63, Securities, Asset Management, Investment Advisory, Capital Markets, Portfolio Management, Banking, FINRA, Series 24, Alternative Investments, Structured Products, Insurance, Equities, Investments, Mutual Funds
Education
Auburn University 1976 — 1980
B.S., Marketing
Florida State University 1980 — 1982
MBA, Finance
Wells Fargo Securities August 2010 - Present
Hanover Investment Advisors, Inc. September 2008 - August 2010
Trusco Capital Management; now Ridgeworth Investments February 2003 - December 2007
Wachovia Bank 1982 - 2002
Skills
Series 7, Fixed Income, Bonds, Series 63, Securities, Asset Management, Investment Advisory, Capital Markets, Portfolio Management, Banking, FINRA, Series 24, Alternative Investments, Structured Products, Insurance, Equities, Investments, Mutual Funds
Education
Auburn University 1976 — 1980
B.S., Marketing
Florida State University 1980 — 1982
MBA, Finance
Shai Patel's Wells Fargo Securities Experience January 2010 - Present
Job Managing Director at Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo Securities January 2010 - Present
Wells Fargo Bank May 2006 - December 2009
Banc of America Securities 2003 - May 2006
Fleet Securities, Inc. 2000 - 2004
Fleet Bank 2000 - 2003
State Street Bank and Trust Company June 1993 - May 2000
Skills
Credit Analysis, Investment Banking, Leveraged Finance, Private Equity, Capital Markets, Financial Modeling, Financial Structuring, Corporate Finance, Due Diligence, Financial Analysis, Banking, Series 7, Loan Origination, Credit Risk, Underwriting, Commercial Banking, Risk Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1991 — 1993
MBA, Finance
Boston College 1985 — 1989
B.S., Biology
Wells Fargo Securities January 2010 - Present
Wells Fargo Bank May 2006 - December 2009
Banc of America Securities 2003 - May 2006
Fleet Securities, Inc. 2000 - 2004
Fleet Bank 2000 - 2003
State Street Bank and Trust Company June 1993 - May 2000
Skills
Credit Analysis, Investment Banking, Leveraged Finance, Private Equity, Capital Markets, Financial Modeling, Financial Structuring, Corporate Finance, Due Diligence, Financial Analysis, Banking, Series 7, Loan Origination, Credit Risk, Underwriting, Commercial Banking, Risk Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1991 — 1993
MBA, Finance
Boston College 1985 — 1989
B.S., Biology
Mayra Newton Mayra Newton's Wells Fargo Securities Experience May 2003 - April 2004
Job Executive Assistant Investment Banking
Industry Banking
Experience
RS Investments November 2014 - March 2015
BBVA Ventures October 2013 - October 2014
Deutsche Bank Securities July 2010 - September 2012
Mercer December 2007 - February 2010
Lehman Brothers April 2004 - October 2007
Wells Fargo Securities May 2003 - April 2004
Merrill Lynch August 2000 - May 2003
Skills
Project Management, Legal Research, Litigation, Outlook, PowerPoint, Microsoft Word, Microsoft Office, Lotus Notes, Access, Concur, Bloomberg, Travel Arrangements, Customer Service, Event Planning, Administrative..., Office Administration, Legal Writing, PeopleSoft, Spanish, Coordination, Teamwork, Legal Translation, Legal Compliance, Fashion Design, Architectural Drawings, Brazilian Portuguese, French, Notary Public, Software Documentation, Research, Strategy, Administrative..., Financial Analysis, Finance, Management
Education
Golden Gate University 2003 — 2012
Bachelor of Business Administration (BA MGMT), Arts in Management
University of San Francisco 1998 — 1999
Certificate, Paralegal Studies Program
Academy of Art University 1997 — 1998
Architectural Designing
RS Investments November 2014 - March 2015
BBVA Ventures October 2013 - October 2014
Deutsche Bank Securities July 2010 - September 2012
Mercer December 2007 - February 2010
Lehman Brothers April 2004 - October 2007
Wells Fargo Securities May 2003 - April 2004
Merrill Lynch August 2000 - May 2003
Skills
Project Management, Legal Research, Litigation, Outlook, PowerPoint, Microsoft Word, Microsoft Office, Lotus Notes, Access, Concur, Bloomberg, Travel Arrangements, Customer Service, Event Planning, Administrative..., Office Administration, Legal Writing, PeopleSoft, Spanish, Coordination, Teamwork, Legal Translation, Legal Compliance, Fashion Design, Architectural Drawings, Brazilian Portuguese, French, Notary Public, Software Documentation, Research, Strategy, Administrative..., Financial Analysis, Finance, Management
Education
Golden Gate University 2003 — 2012
Bachelor of Business Administration (BA MGMT), Arts in Management
University of San Francisco 1998 — 1999
Certificate, Paralegal Studies Program
Academy of Art University 1997 — 1998
Architectural Designing
Holly Mottern Holly Mottern's Wells Fargo Securities Experience October 2014 - Present
Job Compliance Consultant at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities October 2014 - Present
Bank of America April 2012 - October 2014
Willson Jones Carter & Baxley, PA December 2010 - April 2012
Capua Law Firm, PA – a Complex Business Litigation Firm January 2010 - August 2010
Trial Court Administration Office 2010 - 2010
Skills
Microsoft Office, Microsoft Excel, Management, Legal Writing, Editing, Event Planning, Research, PowerPoint, Customer Service, Time Management, Marketing, Public Speaking, Microsoft Word, Social Media, Outlook, Social Networking, Event Management, Data Entry, Fundraising, Community Outreach, Training, Access, Office Management, Analysis, Government, Interviews, Leadership, Nonprofits, Human Resources, Policy, Organizational..., Visio, Recruiting, Software Documentation, SharePoint, Onboarding, Team Building, Teamwork, Process Scheduler, Notary Public, Employee Relations, Budgets, Customer Satisfaction, Team Leadership, Critical Thinking, Sales, Leadership Development, Risk Management, Coaching, Lexis
Education
Appalachian State University 2006 — 2010
B.S, Political Science
Wells Fargo Securities October 2014 - Present
Bank of America April 2012 - October 2014
Willson Jones Carter & Baxley, PA December 2010 - April 2012
Capua Law Firm, PA – a Complex Business Litigation Firm January 2010 - August 2010
Trial Court Administration Office 2010 - 2010
Skills
Microsoft Office, Microsoft Excel, Management, Legal Writing, Editing, Event Planning, Research, PowerPoint, Customer Service, Time Management, Marketing, Public Speaking, Microsoft Word, Social Media, Outlook, Social Networking, Event Management, Data Entry, Fundraising, Community Outreach, Training, Access, Office Management, Analysis, Government, Interviews, Leadership, Nonprofits, Human Resources, Policy, Organizational..., Visio, Recruiting, Software Documentation, SharePoint, Onboarding, Team Building, Teamwork, Process Scheduler, Notary Public, Employee Relations, Budgets, Customer Satisfaction, Team Leadership, Critical Thinking, Sales, Leadership Development, Risk Management, Coaching, Lexis
Education
Appalachian State University 2006 — 2010
B.S, Political Science
Alex Palazzolo's Wells Fargo Securities Experience November 2014 - Present
Job Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities November 2014 - Present
Wells Fargo Equipment Finance March 2013 - November 2014
Moody's Investors Service September 2010 - March 2013
Skills
Financial Statement..., Credit Analysis, Public Finance, Corporate Finance, Capital Markets, Finance, Financial Analysis, Financial Structuring, Financial Markets, Banking, Due Diligence
Education
Baylor University
Bachelor of Arts (B.A.), Political Science
University of North Texas
Master of Public Administration (M.P.A.), Public Finance
Wells Fargo Securities November 2014 - Present
Wells Fargo Equipment Finance March 2013 - November 2014
Moody's Investors Service September 2010 - March 2013
Skills
Financial Statement..., Credit Analysis, Public Finance, Corporate Finance, Capital Markets, Finance, Financial Analysis, Financial Structuring, Financial Markets, Banking, Due Diligence
Education
Baylor University
Bachelor of Arts (B.A.), Political Science
University of North Texas
Master of Public Administration (M.P.A.), Public Finance
Asher Kurland Asher Kurland's Wells Fargo Securities Experience May 2015 - August 2015
Job Investment Banking Summer Associate at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities May 2015 - August 2015
Mercer Employee Health & Benefits April 2012 - June 2014
Mercer Employee Health & Benefits July 2008 - March 2012
Skills
Actuarial Science, Employee Benefits, Strategy, Insurance, Financial Modeling, Valuation, Healthcare, Actuarial Consulting, Health Insurance, Actuarial, Excel, Project Management, Quantitative Analysis, Mergers & Acquisitions, Financial Analysis, Finance, Data Analysis, Strategic Planning, Recruiting, Underwriting, Health Care Reform, Management, Business Strategy, Data Modeling, Team Leadership, Public Speaking, Consulting, Asset Management, Investments, Stock Valuation, Due Diligence, Modeling, Client Relations, Presentations, Teamwork, Leadership, Analysis, Financial Accounting, Equities, Budgets, Investment Banking, Corporate Finance, Financial Services
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (MBA), Finance, General
Touro College 2005 — 2008
Mathematics/Actuarial Science, Mathematics, Finance
Yeshiva Shaar Hatorah 2002 — 2005
Talmudic Studies
Wells Fargo Securities May 2015 - August 2015
Mercer Employee Health & Benefits April 2012 - June 2014
Mercer Employee Health & Benefits July 2008 - March 2012
Skills
Actuarial Science, Employee Benefits, Strategy, Insurance, Financial Modeling, Valuation, Healthcare, Actuarial Consulting, Health Insurance, Actuarial, Excel, Project Management, Quantitative Analysis, Mergers & Acquisitions, Financial Analysis, Finance, Data Analysis, Strategic Planning, Recruiting, Underwriting, Health Care Reform, Management, Business Strategy, Data Modeling, Team Leadership, Public Speaking, Consulting, Asset Management, Investments, Stock Valuation, Due Diligence, Modeling, Client Relations, Presentations, Teamwork, Leadership, Analysis, Financial Accounting, Equities, Budgets, Investment Banking, Corporate Finance, Financial Services
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (MBA), Finance, General
Touro College 2005 — 2008
Mathematics/Actuarial Science, Mathematics, Finance
Yeshiva Shaar Hatorah 2002 — 2005
Talmudic Studies
Aaron Grossman's Wells Fargo Securities Experience June 2013 - August 2013
Job Sales Development Representative at SPS Commerce
Industry Marketing and Advertising
Experience
SPS Commerce January 2015 - May 2015
Doran Companies September 2013 - January 2015
The Black Sheep September 2014 - December 2014
Carlson School of Management September 2013 - December 2014
Wells Fargo Securities June 2013 - August 2013
Carlson School of Management October 2012 - February 2013
University of Minnesota School of Music January 2012 - May 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Research, Public Speaking, Social Media, Teamwork, Event Planning, Photoshop, Data Analysis, Leadership, Communication, Marketing
Education
University of Minnesota-Twin Cities 2011 — 2015
Bachelor of Science in Business, Marketing
Özyeğin Üniversitesi
SPS Commerce January 2015 - May 2015
Doran Companies September 2013 - January 2015
The Black Sheep September 2014 - December 2014
Carlson School of Management September 2013 - December 2014
Wells Fargo Securities June 2013 - August 2013
Carlson School of Management October 2012 - February 2013
University of Minnesota School of Music January 2012 - May 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Research, Public Speaking, Social Media, Teamwork, Event Planning, Photoshop, Data Analysis, Leadership, Communication, Marketing
Education
University of Minnesota-Twin Cities 2011 — 2015
Bachelor of Science in Business, Marketing
Özyeğin Üniversitesi
Rob Fasanello Rob Fasanello's Wells Fargo Securities Experience September 2013 - Present
Job Director at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities September 2013 - Present
BNY Mellon October 2012 - September 2013
UBS Investment Bank December 2003 - October 2012
ABN AMRO November 2001 - December 2003
ING Investment Banking November 2001 - November 2003
Sigma Computer Services 1991 - 1999
Skills
Equity Derivatives, Middle Office, Electronic Trading, Trading Systems, ISDA, Swaps, Exchange Connectivity, Structured Products, Market Data, Fixed Income, Investment Banking
Education
Baruch College, City University of New York (CUNY) 1998 — 2002
BBA, CIS & Statistics
Wells Fargo Securities September 2013 - Present
BNY Mellon October 2012 - September 2013
UBS Investment Bank December 2003 - October 2012
ABN AMRO November 2001 - December 2003
ING Investment Banking November 2001 - November 2003
Sigma Computer Services 1991 - 1999
Skills
Equity Derivatives, Middle Office, Electronic Trading, Trading Systems, ISDA, Swaps, Exchange Connectivity, Structured Products, Market Data, Fixed Income, Investment Banking
Education
Baruch College, City University of New York (CUNY) 1998 — 2002
BBA, CIS & Statistics
Madhavi (Madhavi Potluri) Boppudi Madhavi (Madhavi Potluri) Boppudi's Wells Fargo Securities Experience May 2014 - Present
Job Senior Application Engineer at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities May 2014 - Present
UnitedHealth Group September 2013 - April 2014
Verizon April 2013 - August 2013
MetLife Financial Services August 2007 - February 2013
IntercontinentalExchange, Inc. (Formerly NYBOT) September 2006 - July 2007
ADP June 2002 - August 2006
Skills
Core Java, Java, J2EE Application..., XML, Spring, Hibernate, WebSphere MQ, RESTful WebServices, Ant, SSRS, SSIS, Oracle, Crystal Reports, Microsoft SQL Server, Eclipse, Cactus, Struts, JUnit, DB2, Harvest, SDLC, Websphere
Education
New Jersey Institute of Technology 2002 — 2004
Master's degree in, Computer Science
Andhra University 1996 — 2000
Bachelor's degree in, Electronics and Communications Engineering
Wells Fargo Securities May 2014 - Present
UnitedHealth Group September 2013 - April 2014
Verizon April 2013 - August 2013
MetLife Financial Services August 2007 - February 2013
IntercontinentalExchange, Inc. (Formerly NYBOT) September 2006 - July 2007
ADP June 2002 - August 2006
Skills
Core Java, Java, J2EE Application..., XML, Spring, Hibernate, WebSphere MQ, RESTful WebServices, Ant, SSRS, SSIS, Oracle, Crystal Reports, Microsoft SQL Server, Eclipse, Cactus, Struts, JUnit, DB2, Harvest, SDLC, Websphere
Education
New Jersey Institute of Technology 2002 — 2004
Master's degree in, Computer Science
Andhra University 1996 — 2000
Bachelor's degree in, Electronics and Communications Engineering
Debra Yahle Debra Yahle's Wells Fargo Securities Experience April 2006 - January 2013
Job Operational Risk Manager at Wells Fargo Insurance
Industry Financial Services
Experience
Wells Fargo Insurance Services January 2013 - Present
Wells Fargo Securities April 2006 - January 2013
Wells Fargo Bank July 2000 - April 2006
Skills
Risk Assessment, Financial Risk, Analysis, Strategy, Financial Services, Due Diligence, Risk Management, Mergers & Acquisitions, CRM, Investments, Operational Risk..., Enterprise Risk..., Process Improvement, Sarbanes-Oxley Act, Operational Risk, Securities, Internal Controls, Vendor Management..., Insurance, Fixed Income, Equities, Compliance, Leadership, AML, Series 7, Investment Banking, Credit Risk, Cash Management, Capital Markets, Finance, Derivatives, Wealth Management
Education
University of Saint Thomas 1995 — 2002
Bachelor of Science
Andrews University 1981 — 1983
Wells Fargo Insurance Services January 2013 - Present
Wells Fargo Securities April 2006 - January 2013
Wells Fargo Bank July 2000 - April 2006
Skills
Risk Assessment, Financial Risk, Analysis, Strategy, Financial Services, Due Diligence, Risk Management, Mergers & Acquisitions, CRM, Investments, Operational Risk..., Enterprise Risk..., Process Improvement, Sarbanes-Oxley Act, Operational Risk, Securities, Internal Controls, Vendor Management..., Insurance, Fixed Income, Equities, Compliance, Leadership, AML, Series 7, Investment Banking, Credit Risk, Cash Management, Capital Markets, Finance, Derivatives, Wealth Management
Education
University of Saint Thomas 1995 — 2002
Bachelor of Science
Andrews University 1981 — 1983
Jason McNeilis Jason McNeilis's Wells Fargo Securities Experience October 2012 - Present
Job Structured Products Research Associate at Wells Fargo Securities
Industry Investment Management
Experience
Wells Fargo Securities October 2012 - Present
Wells Fargo March 2012 - October 2012
Gulf Stream Asset Management, LLC January 2004 - December 2011
Reuters StockVal January 2001 - January 2004
Bank of America 2004 - 2004
Impact Technologies January 2000 - January 2001
Reuters - StockVal January 1994 - January 2000
Skills
VBA, ADO/ADO.NET, SQL, CLO, Visual Studio, Structured Finance, VB.NET, Equities, SDLC, Investments, Bonds, Finance, Quantitative Analytics, Trading, Fixed Income
Education
Northwestern University 2012 — 2014
Master's Degree, Predictive Analytics
Arizona State University - W. P. Carey School of Business 1989 — 1993
BS, Finance
Wells Fargo Securities October 2012 - Present
Wells Fargo March 2012 - October 2012
Gulf Stream Asset Management, LLC January 2004 - December 2011
Reuters StockVal January 2001 - January 2004
Bank of America 2004 - 2004
Impact Technologies January 2000 - January 2001
Reuters - StockVal January 1994 - January 2000
Skills
VBA, ADO/ADO.NET, SQL, CLO, Visual Studio, Structured Finance, VB.NET, Equities, SDLC, Investments, Bonds, Finance, Quantitative Analytics, Trading, Fixed Income
Education
Northwestern University 2012 — 2014
Master's Degree, Predictive Analytics
Arizona State University - W. P. Carey School of Business 1989 — 1993
BS, Finance
Brian Onstot Brian Onstot's Wells Fargo Securities Experience July 2014 - Present
Job Developer
Industry Computer Software
Experience
Wells Fargo Securities July 2014 - Present
Wells Fargo (Contractor through TEK Systems) September 2013 - July 2014
cmi solutions, inc, charlotte, nc July 2007 - September 2013
Duke Energy Corporation June 2006 - August 2006
Skills
LINQ, C#, .NET, WinForms, Visual Studio, Web Services, T-SQL, Software Development, WCF
Education
Appalachian State University 2003 — 2007
Bachelor of Science (B.S.), Computer Science
Appalachian State University 2003 — 2007
Bachelor of Science (BS), Applied Mathematics
Wells Fargo Securities July 2014 - Present
Wells Fargo (Contractor through TEK Systems) September 2013 - July 2014
cmi solutions, inc, charlotte, nc July 2007 - September 2013
Duke Energy Corporation June 2006 - August 2006
Skills
LINQ, C#, .NET, WinForms, Visual Studio, Web Services, T-SQL, Software Development, WCF
Education
Appalachian State University 2003 — 2007
Bachelor of Science (B.S.), Computer Science
Appalachian State University 2003 — 2007
Bachelor of Science (BS), Applied Mathematics
Jeffrey Love, CPA Jeffrey Love, CPA's Wells Fargo Securities Experience July 2013 - April 2014
Job Investment Associate at Prudential Capital Group
Industry Investment Management
Experience
Prudential Capital Group April 2014 - Present
Wells Fargo Securities July 2013 - April 2014
Wells Fargo Securities June 2012 - August 2012
PricewaterhouseCoopers August 2007 - July 2011
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Due Diligence, US GAAP, Financial Reporting, Financial Accounting, Investment Banking, Bloomberg, Business Valuation, Mergers & Acquisitions, Private Equity, Capital Markets, Investments, SEC filings, CPA, Financial Services, Financial Audits, Financial Statements
Education
University of Virginia - Darden Graduate School of Business Administration 2011 — 2013
MBA
University of Alabama at Birmingham 2006 — 2007
Master of Accountacy, Accounting
Alabama Agricultural and Mechanical University 2003 — 2006
Bachelor of Science (B.S.), Accounting
Morehouse College 2002 — 2003
Prudential Capital Group April 2014 - Present
Wells Fargo Securities July 2013 - April 2014
Wells Fargo Securities June 2012 - August 2012
PricewaterhouseCoopers August 2007 - July 2011
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Due Diligence, US GAAP, Financial Reporting, Financial Accounting, Investment Banking, Bloomberg, Business Valuation, Mergers & Acquisitions, Private Equity, Capital Markets, Investments, SEC filings, CPA, Financial Services, Financial Audits, Financial Statements
Education
University of Virginia - Darden Graduate School of Business Administration 2011 — 2013
MBA
University of Alabama at Birmingham 2006 — 2007
Master of Accountacy, Accounting
Alabama Agricultural and Mechanical University 2003 — 2006
Bachelor of Science (B.S.), Accounting
Morehouse College 2002 — 2003
Charles Forbes Charles Forbes's Wells Fargo Securities Experience May 2014 - Present
Job Analyst, Asset Backed Finance Mortgage Finance at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities May 2014 - Present
Wells Fargo Securities October 2009 - May 2014
Wells Fargo Securities May 2007 - October 2009
Price Waterhouse Coopers 2006 - 2006
Skills
Capital Markets, Series 7, Risk Management, Loans, Securities, Middle Office, Fixed Income, Portfolio Management, Derivatives, Analysis
Education
Appalachian State University 2002 — 2006
BSBA (Accounting), Tax, Audit, and Systems Control
Wells Fargo Securities May 2014 - Present
Wells Fargo Securities October 2009 - May 2014
Wells Fargo Securities May 2007 - October 2009
Price Waterhouse Coopers 2006 - 2006
Skills
Capital Markets, Series 7, Risk Management, Loans, Securities, Middle Office, Fixed Income, Portfolio Management, Derivatives, Analysis
Education
Appalachian State University 2002 — 2006
BSBA (Accounting), Tax, Audit, and Systems Control
K. Andrew Callahan K. Andrew Callahan's Wells Fargo Securities Experience May 2015 - August 2015
Job Founder and President at PumpHop, LLC.
Industry Computer Software
Experience
PumpHop, LLC. March 2015 - Present
Wells Fargo Securities May 2015 - August 2015
Altria 2011 - 2014
Altria 2010 - 2011
The University of Arizona 2008 - 2009
USA Swimming January 2004 - December 2008
Auburn University 2004 - 2007
Skills
Sales
Education
Emory University - Goizueta Business School 2014 — 2016
Master of Business Administration (MBA), Accounting and Finance
University of Arizona 2008 — 2010
Agricultural Economics and Business Management
Auburn University 2004 — 2007
Attended through Junior year (Transfer)
PumpHop, LLC. March 2015 - Present
Wells Fargo Securities May 2015 - August 2015
Altria 2011 - 2014
Altria 2010 - 2011
The University of Arizona 2008 - 2009
USA Swimming January 2004 - December 2008
Auburn University 2004 - 2007
Skills
Sales
Education
Emory University - Goizueta Business School 2014 — 2016
Master of Business Administration (MBA), Accounting and Finance
University of Arizona 2008 — 2010
Agricultural Economics and Business Management
Auburn University 2004 — 2007
Attended through Junior year (Transfer)
Mariya Morgaylo Mariya Morgaylo's Wells Fargo Securities Experience August 2014 - Present
Job Equity Research Associate at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities August 2014 - Present
Bank of America June 2012 - August 2014
Federal Home Loan Bank of New York January 2011 - December 2011
Goldman Sachs June 2011 - August 2011
Skills
Technical Writing, Financial Modeling, Financial Analysis, Equity Valuation
Education
City University of New York-Baruch College 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Wells Fargo Securities August 2014 - Present
Bank of America June 2012 - August 2014
Federal Home Loan Bank of New York January 2011 - December 2011
Goldman Sachs June 2011 - August 2011
Skills
Technical Writing, Financial Modeling, Financial Analysis, Equity Valuation
Education
City University of New York-Baruch College 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Ajayi Nicol's Wells Fargo Securities Experience September 2014 - February 2015
Job Research and Analytic Professional Fulbright Scholar
Industry Financial Services
Experience
Wells Fargo Securities September 2014 - February 2015
Ministry of Finance and Economic Development February 2012 - June 2014
Serente Consulting January 2012 - June 2014
National Social Security and Insurance Trust - Sierra Leone August 2008 - December 2008
Fourah Bay College - University of Sierra Leone September 2004 - July 2006
Skills
Data Analysis, Statistics, Risk Management, Financial Analysis, Economics, Actuarial Science, Microsoft Excel, Statistical Modeling, PowerPoint, SPSS, Stochastic Modeling, Financial Modeling, Econometrics
Education
Ball State University 2006 — 2008
Master of Arts (M.A.), Actuarial Science, 3.25
Ball State University
Wells Fargo Securities September 2014 - February 2015
Ministry of Finance and Economic Development February 2012 - June 2014
Serente Consulting January 2012 - June 2014
National Social Security and Insurance Trust - Sierra Leone August 2008 - December 2008
Fourah Bay College - University of Sierra Leone September 2004 - July 2006
Skills
Data Analysis, Statistics, Risk Management, Financial Analysis, Economics, Actuarial Science, Microsoft Excel, Statistical Modeling, PowerPoint, SPSS, Stochastic Modeling, Financial Modeling, Econometrics
Education
Ball State University 2006 — 2008
Master of Arts (M.A.), Actuarial Science, 3.25
Ball State University
Jeralynn Schulte's Wells Fargo Securities Experience August 2014 - Present
Job Compliance Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo Securities August 2014 - Present
Wells Fargo October 2013 - August 2014
Wells Fargo Home Mortgage May 2012 - October 2013
LimoLink August 2010 - April 2012
Skills
Banking, Loans, Quality Assurance, Credit, Mortgage Lending, Leadership, Outlook, Team Building
Education
Augsburg College 2015 — 2017
Master of Business Administration (MBA)
University of Northern Iowa 2008 — 2010
Bachelor of Arts (BA), Finance and Financial Management Services
Ellsworth Community College 2006 — 2008
Associate of Arts (A.A.)
Wells Fargo Securities August 2014 - Present
Wells Fargo October 2013 - August 2014
Wells Fargo Home Mortgage May 2012 - October 2013
LimoLink August 2010 - April 2012
Skills
Banking, Loans, Quality Assurance, Credit, Mortgage Lending, Leadership, Outlook, Team Building
Education
Augsburg College 2015 — 2017
Master of Business Administration (MBA)
University of Northern Iowa 2008 — 2010
Bachelor of Arts (BA), Finance and Financial Management Services
Ellsworth Community College 2006 — 2008
Associate of Arts (A.A.)
Candice Zhou's Wells Fargo Securities Experience October 2014 - October 2014
Job UNCChapel Hill GLOBE Scholar
Industry
Experience
UNC Kenan-Flagler January 2015 - Present
Morgan Stanley June 2015 - August 2015
University of North Carolina at Chapel Hill August 2014 - May 2015
Credit Suisse April 2015 - April 2015
Wells Fargo Securities October 2014 - October 2014
Envestnet Tamarac June 2014 - August 2014
Google June 2014 - June 2014
JP's Asian Bistro April 2012 - April 2012
Education
University of North Carolina at Chapel Hill 2013 — 2017
B.S. Business Administration, Chinese Minor, Sophomore
Copenhagen Business School 2015 — 2015
Bachelor of Science Business Administration (B.S.B.A.), Business Administration, Junior
The Chinese University of Hong Kong (CUHK) Business School 2015 — 2016
Bachelor of Science Business Administration (B.S.B.A.), Business Administration, Junior
IES Abroad - Santiago, Chile 2014 — 2014
Summer Study Abroad, Business Administration and Spanish
UNC Kenan-Flagler January 2015 - Present
Morgan Stanley June 2015 - August 2015
University of North Carolina at Chapel Hill August 2014 - May 2015
Credit Suisse April 2015 - April 2015
Wells Fargo Securities October 2014 - October 2014
Envestnet Tamarac June 2014 - August 2014
Google June 2014 - June 2014
JP's Asian Bistro April 2012 - April 2012
Education
University of North Carolina at Chapel Hill 2013 — 2017
B.S. Business Administration, Chinese Minor, Sophomore
Copenhagen Business School 2015 — 2015
Bachelor of Science Business Administration (B.S.B.A.), Business Administration, Junior
The Chinese University of Hong Kong (CUHK) Business School 2015 — 2016
Bachelor of Science Business Administration (B.S.B.A.), Business Administration, Junior
IES Abroad - Santiago, Chile 2014 — 2014
Summer Study Abroad, Business Administration and Spanish
Jonathan Godsall's Wells Fargo Securities Experience May 2006 - August 2007
Job Engagement Manager at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company May 2014 - Present
McKinsey & Company December 2012 - May 2014
Bridges Ventures July 2012 - November 2012
Zumer Interactive 2010 - 2011
Roland Berger Strategy Consultants 2008 - 2010
Wells Fargo Securities May 2006 - August 2007
Skills
Private Equity, Business Strategy, Management Consulting, Mergers, Due Diligence, Valuation, Venture Capital, Mergers & Acquisitions
Education
INSEAD 2011 — 2012
MBA, Venture Capital & Private Equity; Business Strategy
London School of Economics and Political Science 2007 — 2008
MSc, International Political Economy, Distinction
Amherst College 2002 — 2006
BA, History, Cum Laude
Upper Canada College
McKinsey & Company May 2014 - Present
McKinsey & Company December 2012 - May 2014
Bridges Ventures July 2012 - November 2012
Zumer Interactive 2010 - 2011
Roland Berger Strategy Consultants 2008 - 2010
Wells Fargo Securities May 2006 - August 2007
Skills
Private Equity, Business Strategy, Management Consulting, Mergers, Due Diligence, Valuation, Venture Capital, Mergers & Acquisitions
Education
INSEAD 2011 — 2012
MBA, Venture Capital & Private Equity; Business Strategy
London School of Economics and Political Science 2007 — 2008
MSc, International Political Economy, Distinction
Amherst College 2002 — 2006
BA, History, Cum Laude
Upper Canada College
Deb Zaspel Deb Zaspel's Wells Fargo Securities Experience October 2006 - Present
Job Vice President at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities October 2006 - Present
Piper Jaffray December 2003 - September 2006
Washington Square Securities April 2000 - December 2003
USBancorp Investments 1994 - 2000
Skills
Securities, Fixed Income, Series 7, Series 63, FINRA, Bonds, Capital Markets, Series 24, Series 53, Series 4, Series 12, Series 65
Education
Bob Jones University
Fourth Baptist
Globe Business College
Wells Fargo Securities October 2006 - Present
Piper Jaffray December 2003 - September 2006
Washington Square Securities April 2000 - December 2003
USBancorp Investments 1994 - 2000
Skills
Securities, Fixed Income, Series 7, Series 63, FINRA, Bonds, Capital Markets, Series 24, Series 53, Series 4, Series 12, Series 65
Education
Bob Jones University
Fourth Baptist
Globe Business College
Ryan Wilkie's Wells Fargo Securities Experience May 2008 - August 2008
Job Director of Media Sales at Winmo | Sales Intelligence
Industry Marketing and Advertising
Experience
Winmo Sales Intelligence September 2015 - Present
List Partners Inc. April 2015 - Present
List Partners Inc. January 2014 - April 2015
List Partners Inc. December 2010 - January 2014
Cbeyond November 2009 - December 2010
Wells Fargo Securities May 2008 - August 2008
Skills
New Business Development, Lead Generation, Salesforce.com, Account Management, Cold Calling, Social Media Marketing, Marketing Strategy, Marketing, Sales, Online Advertising, Email Marketing, B2B, Advertising, Digital Marketing, CRM, Direct Marketing, Marketing Communications, Direct Sales, Market Research, Business Development, Sales Presentations, Facebook, Sales Process, SEM, Integrated Marketing, Strategic Partnerships, Advertising Sales, Digital Media, SEO, Digital Strategy, Analytics, Competitive Analysis, Marketing Research, Social Networking, Customer Retention, E-commerce, Interactive Marketing, Web Analytics, Google Adwords, Online Marketing, Marketing Management, Relationship Marketing, Media Buying, Google Analytics
Education
Appalachian State University 2005 — 2009
BSBA, Finance & Banking
Winmo Sales Intelligence September 2015 - Present
List Partners Inc. April 2015 - Present
List Partners Inc. January 2014 - April 2015
List Partners Inc. December 2010 - January 2014
Cbeyond November 2009 - December 2010
Wells Fargo Securities May 2008 - August 2008
Skills
New Business Development, Lead Generation, Salesforce.com, Account Management, Cold Calling, Social Media Marketing, Marketing Strategy, Marketing, Sales, Online Advertising, Email Marketing, B2B, Advertising, Digital Marketing, CRM, Direct Marketing, Marketing Communications, Direct Sales, Market Research, Business Development, Sales Presentations, Facebook, Sales Process, SEM, Integrated Marketing, Strategic Partnerships, Advertising Sales, Digital Media, SEO, Digital Strategy, Analytics, Competitive Analysis, Marketing Research, Social Networking, Customer Retention, E-commerce, Interactive Marketing, Web Analytics, Google Adwords, Online Marketing, Marketing Management, Relationship Marketing, Media Buying, Google Analytics
Education
Appalachian State University 2005 — 2009
BSBA, Finance & Banking
Ryan Zipf Ryan Zipf's Wells Fargo Securities Experience September 2014 - Present
Job Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities September 2014 - Present
Raptor Partners LLC September 2012 - August 2014
VITA Program August 2011 - September 2012
Skills
Data Analysis, Statistical Modeling, Financial Analysis, Financial Modeling, Business Valuation, Mergers & Acquisitions, Corporate Finance, Capital Markets
Education
Allegheny College 2008 — 2012
B.A., Economics; Communications
Wells Fargo Securities September 2014 - Present
Raptor Partners LLC September 2012 - August 2014
VITA Program August 2011 - September 2012
Skills
Data Analysis, Statistical Modeling, Financial Analysis, Financial Modeling, Business Valuation, Mergers & Acquisitions, Corporate Finance, Capital Markets
Education
Allegheny College 2008 — 2012
B.A., Economics; Communications
Adryon Gordon Adryon Gordon's Wells Fargo Securities Experience July 2013 - August 2013
Job Office Assistant at Vanderbilt University Medical Center
Industry
Experience
Vanderbilt University Medical Center September 2014 - Present
Vanderbilt University August 2014 - Present
Wells Fargo Securities July 2013 - August 2013
The Children's Hospital of Philadelphia June 2012 - August 2012
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Research, Statistics, Financial Modeling, Data Analysis, Social Media
Education
Vanderbilt University 2014 — 2017
Bachelor's Degree, Economics
Bates College 2013 — 2014
Bachelor of Arts (B.A.)
Concord Academy 2009 — 2013
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Vanderbilt University Medical Center September 2014 - Present
Vanderbilt University August 2014 - Present
Wells Fargo Securities July 2013 - August 2013
The Children's Hospital of Philadelphia June 2012 - August 2012
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Research, Statistics, Financial Modeling, Data Analysis, Social Media
Education
Vanderbilt University 2014 — 2017
Bachelor's Degree, Economics
Bates College 2013 — 2014
Bachelor of Arts (B.A.)
Concord Academy 2009 — 2013
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Dan Shekhtikhin Dan Shekhtikhin's Wells Fargo Securities Experience December 2009 - January 2010
Job Senior Associate at PwC
Industry Accounting
Experience
PwC January 2011 - Present
The Connection Magazine, Baruch College March 2008 - June 2011
The Apple Student Club at Baruch September 2009 - November 2010
Wells Fargo Securities December 2009 - January 2010
Baruch Undergraduate Student Government August 2009 - December 2009
Mark Green For New York June 2009 - August 2009
JEWISH ASSOCIATION FOR SERVICES FOR THE AGED February 2009 - May 2009
Columbia University July 2008 - August 2008
Skills
Microsoft Excel, Microsoft Word, Russian, Microsoft Office, Bloomberg, Finance, Accounting, Access, Research, Analysis
Education
City University of New York-Baruch College 2007 — 2011
Bachelor of Business Administration, Accounting
PwC January 2011 - Present
The Connection Magazine, Baruch College March 2008 - June 2011
The Apple Student Club at Baruch September 2009 - November 2010
Wells Fargo Securities December 2009 - January 2010
Baruch Undergraduate Student Government August 2009 - December 2009
Mark Green For New York June 2009 - August 2009
JEWISH ASSOCIATION FOR SERVICES FOR THE AGED February 2009 - May 2009
Columbia University July 2008 - August 2008
Skills
Microsoft Excel, Microsoft Word, Russian, Microsoft Office, Bloomberg, Finance, Accounting, Access, Research, Analysis
Education
City University of New York-Baruch College 2007 — 2011
Bachelor of Business Administration, Accounting
Vijay Annadi Vijay Annadi's Wells Fargo Securities Experience November 2013 - Present
Job Software Architect at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities November 2013 - Present
Marriott Vacations Worldwide Corporation April 2013 - Present
Oracle June 2012 - March 2013
UBS Investment Bank September 2007 - June 2012
MNI May 2006 - September 2007
Edgewater Technology 2001 - 2006
Sysdev Inc. October 1998 - August 2001
TCS June 1997 - September 1998
Skills
PL/SQL, UML, Sybase, Scrum, Spring, Ant, Software Project..., Java, SOA, Hibernate, Software Development, Struts, Tomcat, SQL, Java Enterprise Edition, Continuous Integration, Subversion, Oracle, Eclipse, Web Services, JDBC, JMS, AJAX, EJB, JUnit, JavaScript, Perl, JAXB, Linux, Core Java, Enterprise Architecture, JIRA, HTML, JSF, Servlets, JSP, Weblogic, Spring Framework
Education
Amravati University 1993 — 1997
B.S, Computer Sciences and Engineering
Wells Fargo Securities November 2013 - Present
Marriott Vacations Worldwide Corporation April 2013 - Present
Oracle June 2012 - March 2013
UBS Investment Bank September 2007 - June 2012
MNI May 2006 - September 2007
Edgewater Technology 2001 - 2006
Sysdev Inc. October 1998 - August 2001
TCS June 1997 - September 1998
Skills
PL/SQL, UML, Sybase, Scrum, Spring, Ant, Software Project..., Java, SOA, Hibernate, Software Development, Struts, Tomcat, SQL, Java Enterprise Edition, Continuous Integration, Subversion, Oracle, Eclipse, Web Services, JDBC, JMS, AJAX, EJB, JUnit, JavaScript, Perl, JAXB, Linux, Core Java, Enterprise Architecture, JIRA, HTML, JSF, Servlets, JSP, Weblogic, Spring Framework
Education
Amravati University 1993 — 1997
B.S, Computer Sciences and Engineering
Justin Owen Justin Owen's Wells Fargo Securities Experience August 2006 - June 2009
Job Director FP&A at PagerDuty
Industry Computer Software
Experience
PagerDuty November 2014 - Present
Barracuda Networks June 2013 - October 2014
Deutsche Bank Securities July 2011 - June 2013
Walter A. Haas School of Business, Berkeley California August 2009 - July 2011
Wells Fargo Securities August 2006 - June 2009
Stephens Inc July 2004 - July 2006
Jeld-Wen June 2003 - June 2004
Skills
Corporate Finance, Mergers & Acquisitions, Investment Banking, Strategy, Financial Modeling, Financial Analysis, Valuation, Finance, Analytics, Mergers, Financial Reporting, Credit, Modeling, Year End Accounts, Due Diligence, Entrepreneurship, Cross-functional Team..., Analysis, SaaS, Growth Strategies, Go-to-market Strategy, Enterprise Software, Software, Annual Planning, CAC, Payback, Growth Capital, Team Building, Team Leadership, Team Management, Corporate FP&A, Performance Metrics, Metrics Reporting
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2011
MBA, Finance and Entrepreneurship
Arizona State University, W. P. Carey School of Business 1998 — 2002
BS, Finance
PagerDuty November 2014 - Present
Barracuda Networks June 2013 - October 2014
Deutsche Bank Securities July 2011 - June 2013
Walter A. Haas School of Business, Berkeley California August 2009 - July 2011
Wells Fargo Securities August 2006 - June 2009
Stephens Inc July 2004 - July 2006
Jeld-Wen June 2003 - June 2004
Skills
Corporate Finance, Mergers & Acquisitions, Investment Banking, Strategy, Financial Modeling, Financial Analysis, Valuation, Finance, Analytics, Mergers, Financial Reporting, Credit, Modeling, Year End Accounts, Due Diligence, Entrepreneurship, Cross-functional Team..., Analysis, SaaS, Growth Strategies, Go-to-market Strategy, Enterprise Software, Software, Annual Planning, CAC, Payback, Growth Capital, Team Building, Team Leadership, Team Management, Corporate FP&A, Performance Metrics, Metrics Reporting
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2011
MBA, Finance and Entrepreneurship
Arizona State University, W. P. Carey School of Business 1998 — 2002
BS, Finance
Braxton Perry's Wells Fargo Securities Experience June 2014 - March 2015
Job Programmer at Bank of America
Industry Computer Software
Experience
Bank of America April 2015 - Present
Wells Fargo Securities June 2014 - March 2015
Wells Fargo Securities September 2013 - April 2014
AMTdirect September 2012 - September 2013
D-Ray International April 2012 - September 2013
The Remi Group May 2010 - September 2012
The Comdyn Group September 2007 - October 2010
Softworld March 2007 - September 2007
Crowell Systems October 2004 - March 2005
The Vinroot Committee November 2003 - July 2004
Skills
Executive Management, Strategic Consulting, Future Trends, Research, Science, Energy, Applied Mathematics, Mathematical Programming, Business Intelligence, Databases, Data Mining, SSRS, VB.NET, T-SQL, SSIS, ASP.NET, C# 4.0, Political Consulting, .NET, TFS, WPF, Microsoft SQL Server, C#, CSS, Crystal Reports, Visual Basic, SQL, SDLC, Access, ETL, Java, ASP, Software Documentation, Database Design, WinForms, LINQ, ASP.NET MVC
Education
Appalachian State University 1990 — 1994
BS, Computer Science
Lees McRae College 1988 — 1992
BS, Math
Bank of America April 2015 - Present
Wells Fargo Securities June 2014 - March 2015
Wells Fargo Securities September 2013 - April 2014
AMTdirect September 2012 - September 2013
D-Ray International April 2012 - September 2013
The Remi Group May 2010 - September 2012
The Comdyn Group September 2007 - October 2010
Softworld March 2007 - September 2007
Crowell Systems October 2004 - March 2005
The Vinroot Committee November 2003 - July 2004
Skills
Executive Management, Strategic Consulting, Future Trends, Research, Science, Energy, Applied Mathematics, Mathematical Programming, Business Intelligence, Databases, Data Mining, SSRS, VB.NET, T-SQL, SSIS, ASP.NET, C# 4.0, Political Consulting, .NET, TFS, WPF, Microsoft SQL Server, C#, CSS, Crystal Reports, Visual Basic, SQL, SDLC, Access, ETL, Java, ASP, Software Documentation, Database Design, WinForms, LINQ, ASP.NET MVC
Education
Appalachian State University 1990 — 1994
BS, Computer Science
Lees McRae College 1988 — 1992
BS, Math
Krit McClean's Wells Fargo Securities Experience July 2013 - Present
Job Model at One Management
Industry Financial Services
Experience
One Management August 2014 - Present
Wells Fargo Securities July 2013 - Present
Wells Fargo Securities July 2012 - August 2012
New York State Commission on Judicial Conduct June 2010 - July 2010
Skills
Customer Service, PowerPoint, Social Media, Microsoft Office, Research, Microsoft Word, Photoshop, Event Planning, Microsoft Excel
Education
Amherst College 2012 — 2016
Stuyvesant High School 2008 — 2012
One Management August 2014 - Present
Wells Fargo Securities July 2013 - Present
Wells Fargo Securities July 2012 - August 2012
New York State Commission on Judicial Conduct June 2010 - July 2010
Skills
Customer Service, PowerPoint, Social Media, Microsoft Office, Research, Microsoft Word, Photoshop, Event Planning, Microsoft Excel
Education
Amherst College 2012 — 2016
Stuyvesant High School 2008 — 2012
Jonathan Jordan Jonathan Jordan's Wells Fargo Securities Experience June 2014 - August 2014
Job Consultant at Booz Allen Hamilton
Industry Management Consulting
Experience
Booz Allen Hamilton 2015 - Present
Amherst College September 2014 - May 2015
Wells Fargo Securities June 2014 - August 2014
Jshefftz Consulting May 2013 - July 2013
Middlebury College June 2012 - August 2012
Skills
Teaching, Japanese, Research, English, Public Speaking, Editing, Microsoft Office, Organized Multi-tasker, Social Media, Fundraising, PowerPoint, Data Analysis, Japanese Language, Computer Proficiency, Event Planning, Tutoring, R, VBA, Python, Stata
Education
Amherst College 2011 — 2015
Bachelor of Arts (B.A.), Statistics and Economics
Middlebury College 2012 — 2012
Japanese Summer Language School
Booz Allen Hamilton 2015 - Present
Amherst College September 2014 - May 2015
Wells Fargo Securities June 2014 - August 2014
Jshefftz Consulting May 2013 - July 2013
Middlebury College June 2012 - August 2012
Skills
Teaching, Japanese, Research, English, Public Speaking, Editing, Microsoft Office, Organized Multi-tasker, Social Media, Fundraising, PowerPoint, Data Analysis, Japanese Language, Computer Proficiency, Event Planning, Tutoring, R, VBA, Python, Stata
Education
Amherst College 2011 — 2015
Bachelor of Arts (B.A.), Statistics and Economics
Middlebury College 2012 — 2012
Japanese Summer Language School
Michael Krueger's Wells Fargo Securities Experience October 2012 - April 2014
Job NC & SC Broker/REALTOR
Industry Real Estate
Experience
Helen Adams Realty November 2014 - Present
Wells Fargo Securities October 2012 - April 2014
US Air Force July 2010 - July 2012
US Air Force June 2008 - July 2010
US Air Force July 2007 - June 2008
US Air Force July 2006 - June 2007
US Air Force June 2001 - June 2005
US Air Force January 1999 - June 2001
US Air Force June 1994 - June 1998
United States Air Force 1992 - 1994
Skills
Real Estate, Security Clearance, Military, Defense, Military Operations, Operational Planning, Program Management, Air Force, Command & Control, Exercises, Organizational..., Leadership, Weapons, Command, Tactics, Training, Operations Management, Team Leadership, National Security, Strategic Planning, DoD, Top Secret, Project Management, Tactical Planning, Government, Project Planning, Requirements Analysis, Change Management, Requirements Management, Strategic Leadership, Cross-functional Team..., Communication Skills, Military Experience, Situational Leadership, Radar, C4ISR, Information Assurance, Integration, Mission Commander, Crew Supervision, Personnel Management, Instructors, Aircraft, Intelligence, Tactical Operations, Crew Coordination, Management, Government Contracting
Education
Auburn University 1995 — 2000
MBA
Air University 2005 — 2006
MAS
University of North Carolina at Charlotte 1987 — 1991
BS
Helen Adams Realty November 2014 - Present
Wells Fargo Securities October 2012 - April 2014
US Air Force July 2010 - July 2012
US Air Force June 2008 - July 2010
US Air Force July 2007 - June 2008
US Air Force July 2006 - June 2007
US Air Force June 2001 - June 2005
US Air Force January 1999 - June 2001
US Air Force June 1994 - June 1998
United States Air Force 1992 - 1994
Skills
Real Estate, Security Clearance, Military, Defense, Military Operations, Operational Planning, Program Management, Air Force, Command & Control, Exercises, Organizational..., Leadership, Weapons, Command, Tactics, Training, Operations Management, Team Leadership, National Security, Strategic Planning, DoD, Top Secret, Project Management, Tactical Planning, Government, Project Planning, Requirements Analysis, Change Management, Requirements Management, Strategic Leadership, Cross-functional Team..., Communication Skills, Military Experience, Situational Leadership, Radar, C4ISR, Information Assurance, Integration, Mission Commander, Crew Supervision, Personnel Management, Instructors, Aircraft, Intelligence, Tactical Operations, Crew Coordination, Management, Government Contracting
Education
Auburn University 1995 — 2000
MBA
Air University 2005 — 2006
MAS
University of North Carolina at Charlotte 1987 — 1991
BS
Robert Luke Robert Luke's Wells Fargo Securities Experience November 2011 - June 2014
Job Senior UX Designer at Skookum
Industry Information Technology and Services
Experience
Skookum June 2014 - Present
Wells Fargo Securities November 2011 - June 2014
Skills
Graphic Design, Web Design, Web Development, HTML 5, CSS3, jQuery, JavaScript, SASS, less, Jade, User Interface Design, Web Applications, User Experience, Front-end, HTML, Interaction Design
Education
University of North Carolina at Charlotte 1999 — 2001
BA, Communications
Appalachian State University 1997 — 1999
Skookum June 2014 - Present
Wells Fargo Securities November 2011 - June 2014
Skills
Graphic Design, Web Design, Web Development, HTML 5, CSS3, jQuery, JavaScript, SASS, less, Jade, User Interface Design, Web Applications, User Experience, Front-end, HTML, Interaction Design
Education
University of North Carolina at Charlotte 1999 — 2001
BA, Communications
Appalachian State University 1997 — 1999
Arunkumar Vijayakumar Arunkumar Vijayakumar's Wells Fargo Securities Experience January 2012 - April 2013
Job Senior Big Data Tech Lead(Consultant) at Apple
Industry Information Technology and Services
Experience
Apple July 2014 - Present
Bank of America April 2013 - June 2014
Wells Fargo Securities January 2012 - April 2013
NAVTEQ August 2011 - January 2012
Wells Fargo January 2010 - June 2011
CIGNA Behavioral Health November 2009 - January 2010
TransUnion Credit Bureau June 2009 - November 2009
Cognizant Technology Solutions July 2005 - June 2006
Skills
Java, SQL, Java Enterprise Edition, Web Services, SOA, Oracle, Spring, Hibernate, Tomcat, Web Applications, J2EE Application..., Hadoop, Hive, Unix, Requirements Analysis, Scrum, Apache Pig, MapReduce, Oozie, Sqoop, DB2, Autosys, Sun Certified Java..., Web Development, NoSQL, Cassandra, HBase, Apache Kafka, Mahout
Education
Illinois Institute of Technology
Master of Science (M.S.)
Anna University
Bachelor of Technology (B.Tech.)
Apple July 2014 - Present
Bank of America April 2013 - June 2014
Wells Fargo Securities January 2012 - April 2013
NAVTEQ August 2011 - January 2012
Wells Fargo January 2010 - June 2011
CIGNA Behavioral Health November 2009 - January 2010
TransUnion Credit Bureau June 2009 - November 2009
Cognizant Technology Solutions July 2005 - June 2006
Skills
Java, SQL, Java Enterprise Edition, Web Services, SOA, Oracle, Spring, Hibernate, Tomcat, Web Applications, J2EE Application..., Hadoop, Hive, Unix, Requirements Analysis, Scrum, Apache Pig, MapReduce, Oozie, Sqoop, DB2, Autosys, Sun Certified Java..., Web Development, NoSQL, Cassandra, HBase, Apache Kafka, Mahout
Education
Illinois Institute of Technology
Master of Science (M.S.)
Anna University
Bachelor of Technology (B.Tech.)
Will Clark Will Clark's Wells Fargo Securities Experience April 2015 - Present
Job Senior Recruiting Consultant at Wells Fargo Securities
Industry Staffing and Recruiting
Experience
Wells Fargo Securities April 2015 - Present
Wells Fargo May 2014 - April 2015
Aerotek June 2010 - April 2014
Venturi Staffing Partners January 2008 - February 2009
Skills
Recruiting, Contract Recruitment, Staffing Services, Sourcing, Temporary Placement, Interviews, Performance Management, Business Development, Training, Applicant Tracking..., Technical Recruiting, Management, Sales, Talent Acquisition, Cold Calling, Internet Recruiting, Resume Writing, Temporary Staffing, Boolean Searching, Customer Service, Coaching, Employee Training, Employee Engagement, Business Networking, Full-life Cycle..., Screening, Onboarding, Networking, Screening Resumes, Hiring, Human Resources, New Hire Orientations, Corporate Recruiting, Job Fairs, Talent Management, Building Relationships, Interview Preparation, Behavioral Interviewing, Reference Checking, Resume, Job Coaching, Consulting, Career Development, Social Networking, HR Policies, Sales Management, Leadership Development
Education
Abilene Christian University 2014 — 2016
Master of Science (M.S.), Organizational Development
University of North Carolina at Wilmington 2002 — 2006
Cameron School of Business Bachelor of Science, Business Administration; Marketing
Myers Park High School 1998 — 2002
High School Diploma, General Studies
Wells Fargo Securities April 2015 - Present
Wells Fargo May 2014 - April 2015
Aerotek June 2010 - April 2014
Venturi Staffing Partners January 2008 - February 2009
Skills
Recruiting, Contract Recruitment, Staffing Services, Sourcing, Temporary Placement, Interviews, Performance Management, Business Development, Training, Applicant Tracking..., Technical Recruiting, Management, Sales, Talent Acquisition, Cold Calling, Internet Recruiting, Resume Writing, Temporary Staffing, Boolean Searching, Customer Service, Coaching, Employee Training, Employee Engagement, Business Networking, Full-life Cycle..., Screening, Onboarding, Networking, Screening Resumes, Hiring, Human Resources, New Hire Orientations, Corporate Recruiting, Job Fairs, Talent Management, Building Relationships, Interview Preparation, Behavioral Interviewing, Reference Checking, Resume, Job Coaching, Consulting, Career Development, Social Networking, HR Policies, Sales Management, Leadership Development
Education
Abilene Christian University 2014 — 2016
Master of Science (M.S.), Organizational Development
University of North Carolina at Wilmington 2002 — 2006
Cameron School of Business Bachelor of Science, Business Administration; Marketing
Myers Park High School 1998 — 2002
High School Diploma, General Studies
Josh Masters Josh Masters's Wells Fargo Securities Experience February 2015 - March 2015
Job Financial Analyst
Industry Financial Services
Experience
Wells Fargo Securities February 2015 - March 2015
HMSHost January 2015 - February 2015
Vitals July 2011 - May 2013
VBM Real Estate Appraisals 2006 - 2007
Skills
Financial Services, Mutual Funds, Securities, Retirement Planning, Equities, Investments, Accounting, Risk Management, Valuation
Education
American University 2005 — 2011
BA, Philosophy
Wells Fargo Securities February 2015 - March 2015
HMSHost January 2015 - February 2015
Vitals July 2011 - May 2013
VBM Real Estate Appraisals 2006 - 2007
Skills
Financial Services, Mutual Funds, Securities, Retirement Planning, Equities, Investments, Accounting, Risk Management, Valuation
Education
American University 2005 — 2011
BA, Philosophy
Francisco Satizabal Francisco Satizabal's Wells Fargo Securities Experience July 2013 - Present
Job Technology Financial Services
Industry Financial Services
Experience
Wells Fargo Securities July 2013 - Present
Broadridge Financial Solutions February 2010 - June 2013
Bank of America & BNP Paribas 2008 - 2010
Bear Wagner Specialists 1987 - 2008
Skills
Financial Analysis, Financial Services, Securities, Fixed Income, Equities, Business Analysis, Capital Markets, Mutual Funds, Process Improvement, Risk Management, Series 7
Education
Baruch College 1987 — 1990
Newtown High School 1984 — 1987
Wells Fargo Securities July 2013 - Present
Broadridge Financial Solutions February 2010 - June 2013
Bank of America & BNP Paribas 2008 - 2010
Bear Wagner Specialists 1987 - 2008
Skills
Financial Analysis, Financial Services, Securities, Fixed Income, Equities, Business Analysis, Capital Markets, Mutual Funds, Process Improvement, Risk Management, Series 7
Education
Baruch College 1987 — 1990
Newtown High School 1984 — 1987
David Kitchen David Kitchen's Wells Fargo Securities Experience June 2008 - Present
Job National Sales Manager at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2008 - Present
Wells Fargo June 2000 - June 2008
First Union June 1994 - June 2000
Skills
Interest Rate..., Capital Markets, Risk Management, Fixed Income, Trading, Banking, Management, Financial Analysis, Derivatives, Series 7, Financial Modeling, Bloomberg, Financial Markets, Bonds, Series 24, Sales Management, Public Speaking, Training
Education
Brigham Young University 1986 — 1988
Master of Business Administration (MBA), Finance, General
Arizona State University 1984 — 1986
Bachelor of Science (BS), Economics
Wells Fargo Securities June 2008 - Present
Wells Fargo June 2000 - June 2008
First Union June 1994 - June 2000
Skills
Interest Rate..., Capital Markets, Risk Management, Fixed Income, Trading, Banking, Management, Financial Analysis, Derivatives, Series 7, Financial Modeling, Bloomberg, Financial Markets, Bonds, Series 24, Sales Management, Public Speaking, Training
Education
Brigham Young University 1986 — 1988
Master of Business Administration (MBA), Finance, General
Arizona State University 1984 — 1986
Bachelor of Science (BS), Economics
Harry M Sharlach, CFA Harry M Sharlach, CFA's Wells Fargo Securities Experience June 2010 - April 2014
Job Managing Director at The Seaport Group
Industry Financial Services
Experience
The Seaport Group May 2014 - Present
Wells Fargo Securities June 2010 - April 2014
Skills
High Yield, High Yield Bonds, Fixed Income, Bonds, Bloomberg, Capital Markets, Hedge Funds, Equities, Series 7, Leveraged Finance, Credit Derivatives, Alternative Investments, Derivatives, Investment Banking, Structured Products, Securities
Education
Fordham University 1990 — 1991
Master of Business Administration (MBA), Finance, General
Binghamton University 1980 — 1984
Bachelor of Science (BS), Business Administration and Management, General
The Seaport Group May 2014 - Present
Wells Fargo Securities June 2010 - April 2014
Skills
High Yield, High Yield Bonds, Fixed Income, Bonds, Bloomberg, Capital Markets, Hedge Funds, Equities, Series 7, Leveraged Finance, Credit Derivatives, Alternative Investments, Derivatives, Investment Banking, Structured Products, Securities
Education
Fordham University 1990 — 1991
Master of Business Administration (MBA), Finance, General
Binghamton University 1980 — 1984
Bachelor of Science (BS), Business Administration and Management, General
Jeremy Whelan's Wells Fargo Securities Experience September 2015 - Present
Job Incoming Investment Banking Analyst at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities September 2015 - Present
Columbia West Capital August 2015 - Present
Wells Fargo June 2015 - August 2015
ImageTag August 2013 - June 2015
American Chamber of Commerce in Shanghai September 2012 - May 2013
University of San Diego June 2011 - May 2012
Skills
Chinese, Intercultural Relations, Telephone Interviewing, Public Engagement, Spanish, Cross-cultural..., Research, Public Speaking, Social Change, Press Conferences, Social Media, International Relations, Facebook, Event Planning, Nonprofits, PowerPoint, Community Outreach, Social Networking, Experiential Learning, Deadline Driven, Microsoft Excel, Microsoft Office, Non-profits, Editing, Online Lead Generation, Cause Marketing, Stakeholder Analysis, Microsoft Word
Education
Arizona State University 2014 — 2016
Finance, General
Fudan University 2012 — 2012
Master of Laws (LLM) Semester Certificate, Chinese Business Law, 3.58
University of San Diego 2008 — 2012
Bachelor of Arts (BA), History, Political Science, 3.68
Peking University 2010 — 2010
Semester abroad, Sino-US Diplomatic Relations, 3.8
The Ross School 2003 — 2008
Wells Fargo Securities September 2015 - Present
Columbia West Capital August 2015 - Present
Wells Fargo June 2015 - August 2015
ImageTag August 2013 - June 2015
American Chamber of Commerce in Shanghai September 2012 - May 2013
University of San Diego June 2011 - May 2012
Skills
Chinese, Intercultural Relations, Telephone Interviewing, Public Engagement, Spanish, Cross-cultural..., Research, Public Speaking, Social Change, Press Conferences, Social Media, International Relations, Facebook, Event Planning, Nonprofits, PowerPoint, Community Outreach, Social Networking, Experiential Learning, Deadline Driven, Microsoft Excel, Microsoft Office, Non-profits, Editing, Online Lead Generation, Cause Marketing, Stakeholder Analysis, Microsoft Word
Education
Arizona State University 2014 — 2016
Finance, General
Fudan University 2012 — 2012
Master of Laws (LLM) Semester Certificate, Chinese Business Law, 3.58
University of San Diego 2008 — 2012
Bachelor of Arts (BA), History, Political Science, 3.68
Peking University 2010 — 2010
Semester abroad, Sino-US Diplomatic Relations, 3.8
The Ross School 2003 — 2008
Christopher Montaño Christopher Montaño's Wells Fargo Securities Experience December 2003 - August 2005
Job Product Strategist at ThoughtWorks
Industry Information Technology and Services
Experience
ThoughtWorks June 2015 - Present
Counterparty June 2014 - October 2014
Veregy Consulting May 2009 - December 2013
Gridstone Research January 2007 - July 2008
Global Crown Capital January 2006 - August 2006
Wells Fargo Securities December 2003 - August 2005
Sole Proprieter January 2001 - November 2003
Hambrecht & Quist 1996 - 2000
Airtouch International 1995 - 1996
Bank of America 1994 - 1995
Skills
Fundamental Investment..., Financial Modeling, Equity Valuation, Industry Analysis, Equity Research, Investments, Venture Capital, Valuation, Due Diligence, Financial Analysis, Equities, Start-ups, Product Management, Forecasting, Competitive Analysis, Strategic Planning, Cleantech, Strategic Analysis, Competitive Intelligence, Analysis, Strategy, Mergers & Acquisitions, Portfolio Management, Product Development, Private Equity, Hedge Funds, Finance, Program Management, Analytics, Leadership, Executive Management, Fixed Income
Education
Thunderbird School of Global Management 1991 — 1993
Master of Int'l Management, International Finance and Latin America Political Economy
Arizona State University, W. P. Carey School of Business 1991 — 1992
MBA, Finance
The University of New Mexico 1982 — 1988
BSEE, Electrical Engineering
ThoughtWorks June 2015 - Present
Counterparty June 2014 - October 2014
Veregy Consulting May 2009 - December 2013
Gridstone Research January 2007 - July 2008
Global Crown Capital January 2006 - August 2006
Wells Fargo Securities December 2003 - August 2005
Sole Proprieter January 2001 - November 2003
Hambrecht & Quist 1996 - 2000
Airtouch International 1995 - 1996
Bank of America 1994 - 1995
Skills
Fundamental Investment..., Financial Modeling, Equity Valuation, Industry Analysis, Equity Research, Investments, Venture Capital, Valuation, Due Diligence, Financial Analysis, Equities, Start-ups, Product Management, Forecasting, Competitive Analysis, Strategic Planning, Cleantech, Strategic Analysis, Competitive Intelligence, Analysis, Strategy, Mergers & Acquisitions, Portfolio Management, Product Development, Private Equity, Hedge Funds, Finance, Program Management, Analytics, Leadership, Executive Management, Fixed Income
Education
Thunderbird School of Global Management 1991 — 1993
Master of Int'l Management, International Finance and Latin America Political Economy
Arizona State University, W. P. Carey School of Business 1991 — 1992
MBA, Finance
The University of New Mexico 1982 — 1988
BSEE, Electrical Engineering
Julie Slater's Wells Fargo Securities Experience January 2015 - Present
Job Business Systems Consultant at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities January 2015 - Present
Slater Investments LLC February 2011 - Present
USBank December 2011 - January 2015
Advisors Asset Management, Inc. July 2011 - December 2011
TradeKing November 2008 - July 2011
Ameriprise Financial Services, Inc. August 2007 - November 2008
High Country Media October 2006 - July 2007
Skills
Series 7, Uniform Combined State..., Series 63, Series 24, Securities, Mutual Funds, Wealth Management, Equities, FINRA, Investments, Bonds, Fixed Income, Retirement Planning, Options, Asset Managment, Bloomberg, Finance, Capital Markets, Asset Management
Education
Capella University 2009 — 2011
MBA, Finance
Appalachian State University 2002 — 2007
Bachelor of Science, Media Broadcasting
Appalachian State University 2002 — 2007
Minor, Sociology
Wells Fargo Securities January 2015 - Present
Slater Investments LLC February 2011 - Present
USBank December 2011 - January 2015
Advisors Asset Management, Inc. July 2011 - December 2011
TradeKing November 2008 - July 2011
Ameriprise Financial Services, Inc. August 2007 - November 2008
High Country Media October 2006 - July 2007
Skills
Series 7, Uniform Combined State..., Series 63, Series 24, Securities, Mutual Funds, Wealth Management, Equities, FINRA, Investments, Bonds, Fixed Income, Retirement Planning, Options, Asset Managment, Bloomberg, Finance, Capital Markets, Asset Management
Education
Capella University 2009 — 2011
MBA, Finance
Appalachian State University 2002 — 2007
Bachelor of Science, Media Broadcasting
Appalachian State University 2002 — 2007
Minor, Sociology
Christopher Raines Christopher Raines's Wells Fargo Securities Experience July 2012 - September 2013
Job at Wells Fargo Bank, N.A.
Industry Financial Services
Experience
Wells Fargo Wholesale Banking September 2013 - Present
Wells Fargo Securities July 2012 - September 2013
Wells Fargo Securities August 2010 - July 2012
Skills
Office Administration, Office Management, Administrative..., Concur, PeopleSoft, Expenses, Calendaring, Travel Arrangements, Spreadsheets, Data Entry, Outlook, Accounts Payable, Microsoft Office, Confidentiality, Organizational..., Customer Service
Education
Averett University 1991 — 1995
Bachelor of Arts (B.A.), Vocal Performance
Wells Fargo Wholesale Banking September 2013 - Present
Wells Fargo Securities July 2012 - September 2013
Wells Fargo Securities August 2010 - July 2012
Skills
Office Administration, Office Management, Administrative..., Concur, PeopleSoft, Expenses, Calendaring, Travel Arrangements, Spreadsheets, Data Entry, Outlook, Accounts Payable, Microsoft Office, Confidentiality, Organizational..., Customer Service
Education
Averett University 1991 — 1995
Bachelor of Arts (B.A.), Vocal Performance
Nycole Sones Nycole Sones's Wells Fargo Securities Experience January 2000 - January 2010
Job President at SnZ Consulting, LLC
Industry Financial Services
Experience
Smart Move Essentials 2014 - Present
SnZ Consulting January 2011 - Present
Smart Move Essentials 2014 - 2015
Wells Fargo Securities January 2000 - January 2010
Alb's Restaurant January 1995 - January 1998
Skills
Management Consulting, Online Marketing, Social Networking, Financial Management, Account Management, Budgeting, Team Building, Internet, Social Media, Brand Awareness, Business Planning, Coaching, Marketing Strategy, Customer Relations, Online Advertising, Customer Service, Sales, Budgets, Marketing, Strategy, Managerial Finance, Start-ups, Finance, Team Management, Small Business, Entrepreneurship, Business Development, Management, New Business Development, Sales Management, Lead Generation, B2B, Leadership, Customer Retention, Strategic Partnerships, E-commerce, Social Media Marketing, Marketing Communications
Education
Art Institute of Fort Lauderdale 1990 — 1991
Bachelor, Business Management
Northwood University 1988 — 1989
Associate, Fashion Design
Smart Move Essentials 2014 - Present
SnZ Consulting January 2011 - Present
Smart Move Essentials 2014 - 2015
Wells Fargo Securities January 2000 - January 2010
Alb's Restaurant January 1995 - January 1998
Skills
Management Consulting, Online Marketing, Social Networking, Financial Management, Account Management, Budgeting, Team Building, Internet, Social Media, Brand Awareness, Business Planning, Coaching, Marketing Strategy, Customer Relations, Online Advertising, Customer Service, Sales, Budgets, Marketing, Strategy, Managerial Finance, Start-ups, Finance, Team Management, Small Business, Entrepreneurship, Business Development, Management, New Business Development, Sales Management, Lead Generation, B2B, Leadership, Customer Retention, Strategic Partnerships, E-commerce, Social Media Marketing, Marketing Communications
Education
Art Institute of Fort Lauderdale 1990 — 1991
Bachelor, Business Management
Northwood University 1988 — 1989
Associate, Fashion Design
Dan Shuwarger's Wells Fargo Securities Experience 2000 - 2002
Job FP&A Manager at New Relic
Industry Internet
Experience
New Relic, Inc. 2013 - Present
CafePress Inc. 2012 - 2013
Pandora 2011 - 2012
McKesson 2010 - 2011
Babcock & Brown 2006 - 2009
Sabbatical 2002 - 2003
Wells Fargo Securities 2000 - 2002
Morgan Stanley 1999 - 2000
BDO Seidman, LLP 1998 - 1998
Skills
Financial Services, Healthcare, Energy, Consumer Products, Forecasting, Research, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Due Diligence, Venture Capital, Finance, Mergers, Portfolio Management, Equities, Private Equity, Financial Reporting, Risk Management, Business Analysis, Asset Management, Mergers & Acquisitions, Accounting
Education
Australian Graduate School of Management 2004 — 2005
Master of Business Administration
Securities Institute of Australia 2004 — 2004
Graduate Diploma, Applied Finance
University of California, Santa Barbara
Bachelor of Arts, Business Economics with an Emphasis in Accounting
New Relic, Inc. 2013 - Present
CafePress Inc. 2012 - 2013
Pandora 2011 - 2012
McKesson 2010 - 2011
Babcock & Brown 2006 - 2009
Sabbatical 2002 - 2003
Wells Fargo Securities 2000 - 2002
Morgan Stanley 1999 - 2000
BDO Seidman, LLP 1998 - 1998
Skills
Financial Services, Healthcare, Energy, Consumer Products, Forecasting, Research, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Due Diligence, Venture Capital, Finance, Mergers, Portfolio Management, Equities, Private Equity, Financial Reporting, Risk Management, Business Analysis, Asset Management, Mergers & Acquisitions, Accounting
Education
Australian Graduate School of Management 2004 — 2005
Master of Business Administration
Securities Institute of Australia 2004 — 2004
Graduate Diploma, Applied Finance
University of California, Santa Barbara
Bachelor of Arts, Business Economics with an Emphasis in Accounting
Carl Lampe Carl Lampe's Wells Fargo Securities Experience June 2015 - Present
Job Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2015 - Present
Morgan Stanley June 2014 - August 2014
The Bryn Mawr Trust Company May 2013 - July 2013
Education
Amherst College 2011 — 2015
Bachelor of Arts (B.A.), History
The London School of Economics and Political Science (LSE)
Accounting
The Episcopal Academy
Wells Fargo Securities June 2015 - Present
Morgan Stanley June 2014 - August 2014
The Bryn Mawr Trust Company May 2013 - July 2013
Education
Amherst College 2011 — 2015
Bachelor of Arts (B.A.), History
The London School of Economics and Political Science (LSE)
Accounting
The Episcopal Academy
Chris Whiddon Chris Whiddon's Wells Fargo Securities Experience June 2007 - August 2008
Job Vice President | Financial Services Group at Regions Securities
Industry Investment Banking
Experience
Regions Securities August 2014 - Present
Archangel Specialty January 2013 - July 2014
Sherman & Company February 2009 - November 2012
Wells Fargo Securities June 2007 - August 2008
Sherman & Company June 2006 - August 2006
Skills
Investment Banking, Corporate Finance, Financial Modeling, Cash Flow Forecasting, Financial Analysis, Valuation, DCF, LBO, Capital Structure, Strategy, Value Investing, Negotiation, Property & Casualty..., Financial Statement..., Fundamental Analysis, Security Analysis, Statutory Accounting, Capital Markets, Mergers, Underwriting, Due Diligence
Education
Appalachian State University 2005 — 2007
B.S., Finance
United States Naval Academy 2002 — 2004
Political Science
Regions Securities August 2014 - Present
Archangel Specialty January 2013 - July 2014
Sherman & Company February 2009 - November 2012
Wells Fargo Securities June 2007 - August 2008
Sherman & Company June 2006 - August 2006
Skills
Investment Banking, Corporate Finance, Financial Modeling, Cash Flow Forecasting, Financial Analysis, Valuation, DCF, LBO, Capital Structure, Strategy, Value Investing, Negotiation, Property & Casualty..., Financial Statement..., Fundamental Analysis, Security Analysis, Statutory Accounting, Capital Markets, Mergers, Underwriting, Due Diligence
Education
Appalachian State University 2005 — 2007
B.S., Finance
United States Naval Academy 2002 — 2004
Political Science
Brent Kolb Brent Kolb's Wells Fargo Securities Experience April 2015 - Present
Job Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities April 2015 - Present
Tobin & Company Investment Banking Group LLC August 2014 - April 2015
EMMcare September 2010 - May 2012
Skills
Business Analysis, Visio, Process Improvement, Project Management, Team Leadership, Cross-functional Team..., Management, Microsoft Excel, Microsoft Office, PowerPoint, Change Management, Customer Service, Software Implementation, Business Intelligence, Financial Modeling, Corporate Finance, Financial Analysis
Education
Southern Methodist University 2013 — 2014
Master of Science, Finance
Appalachian State University 2004 — 2009
Bachelor of Business Administration (BBA), Management, Entrepreneurship
Wells Fargo Securities April 2015 - Present
Tobin & Company Investment Banking Group LLC August 2014 - April 2015
EMMcare September 2010 - May 2012
Skills
Business Analysis, Visio, Process Improvement, Project Management, Team Leadership, Cross-functional Team..., Management, Microsoft Excel, Microsoft Office, PowerPoint, Change Management, Customer Service, Software Implementation, Business Intelligence, Financial Modeling, Corporate Finance, Financial Analysis
Education
Southern Methodist University 2013 — 2014
Master of Science, Finance
Appalachian State University 2004 — 2009
Bachelor of Business Administration (BBA), Management, Entrepreneurship
Brock Miller Brock Miller's Wells Fargo Securities Experience June 2012 - August 2012
Job Investment Banking Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs July 2013 - Present
The Biltmore Bank July 2005 - June 2013
Wells Fargo Securities June 2012 - August 2012
The Detail Aficionado June 2005 - 2012
Skills
Financial Analysis, Credit Analysis, Financial Modeling, Risk Assessment, Analysis, Bloomberg, Entrepreneurship, Finance, Investments, Investment Banking, Valuation, Management, Commercial Lending, Credit, Loans, Portfolio Management
Education
Arizona State University, W. P. Carey School of Business 2010 — 2013
BS, Finance, Management, International Business
Pinnacle High School
Goldman Sachs July 2013 - Present
The Biltmore Bank July 2005 - June 2013
Wells Fargo Securities June 2012 - August 2012
The Detail Aficionado June 2005 - 2012
Skills
Financial Analysis, Credit Analysis, Financial Modeling, Risk Assessment, Analysis, Bloomberg, Entrepreneurship, Finance, Investments, Investment Banking, Valuation, Management, Commercial Lending, Credit, Loans, Portfolio Management
Education
Arizona State University, W. P. Carey School of Business 2010 — 2013
BS, Finance, Management, International Business
Pinnacle High School
Rob Porazzo's Wells Fargo Securities Experience June 2014 - Present
Job Investment Banking Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2014 - Present
Cambridge Associates June 2012 - May 2014
Babson College Fund April 2011 - May 2012
Horace Mann July 2011 - September 2011
Northwestern Mutual June 2010 - August 2010
Skills
Valuation, Financial Analysis, Financial Modeling, Business Development, Bloomberg, Capital IQ, Microsoft Excel
Education
Babson College 2008 — 2012
Bachelor of Science (B.S.)
Brockton High
Wells Fargo Securities June 2014 - Present
Cambridge Associates June 2012 - May 2014
Babson College Fund April 2011 - May 2012
Horace Mann July 2011 - September 2011
Northwestern Mutual June 2010 - August 2010
Skills
Valuation, Financial Analysis, Financial Modeling, Business Development, Bloomberg, Capital IQ, Microsoft Excel
Education
Babson College 2008 — 2012
Bachelor of Science (B.S.)
Brockton High
Clay Crumbliss, CFA Clay Crumbliss, CFA's Wells Fargo Securities Experience 2007 - 2010
Job Equity Research at Credit Suisse
Industry Financial Services
Experience
Credit Suisse January 2013 - Present
Greenhill Caliburn 2011 - 2011
Wells Fargo Securities 2007 - 2010
Skills
Chartered Financial..., Financial Modeling, Investment Banking, Corporate Finance, International M&A, Capital Markets, Valuation, Financial Analysis, Investments, Financial Institutions
Education
Auburn University 2003 — 2007
BS, Business Administration
Credit Suisse January 2013 - Present
Greenhill Caliburn 2011 - 2011
Wells Fargo Securities 2007 - 2010
Skills
Chartered Financial..., Financial Modeling, Investment Banking, Corporate Finance, International M&A, Capital Markets, Valuation, Financial Analysis, Investments, Financial Institutions
Education
Auburn University 2003 — 2007
BS, Business Administration
Nancy Feldman Nancy Feldman's Wells Fargo Securities Experience March 2010 - Present
Job Managing Director at Wells Fargo Securities
Industry Government Administration
Experience
Wells Fargo Securities March 2010 - Present
State of New Jersey May 2006 - May 2010
Goldman Sachs 1994 - 2006
Standard & Poor's 1984 - 1992
Education
Baruch College, City University of New York (CUNY) 1983 — 1987
MBA, Finance
University at Albany, SUNY 1978 — 1982
BA, Economics
Wells Fargo Securities March 2010 - Present
State of New Jersey May 2006 - May 2010
Goldman Sachs 1994 - 2006
Standard & Poor's 1984 - 1992
Education
Baruch College, City University of New York (CUNY) 1983 — 1987
MBA, Finance
University at Albany, SUNY 1978 — 1982
BA, Economics
Allen Toe, Jr.'s Wells Fargo Securities Experience October 2011 - May 2013
Job Senior Consultant Capital Markets at EY
Industry Management Consulting
Experience
EY January 2015 - Present
Bank of America August 2013 - December 2013
Wells Fargo Securities October 2011 - May 2013
Standard Chartered Bank September 2010 - October 2011
Credit Suisse February 2007 - September 2010
Skills
Derivatives, Prime Brokerage, Collateral Management, Valuation, Capital Markets, Hedge Funds, Trading, Finance, Securities, Credit Risk, Equities, Fixed Income, Bloomberg, Financial Services, Middle Office, Portfolio Management, Credit, Credit Derivatives, FX Options, Investment Banking
Education
University of North Carolina at Greensboro 2004 — 2006
Master, Public Affairs
Berea College 2000 — 2004
B.S, Business Administration, Finance
EY January 2015 - Present
Bank of America August 2013 - December 2013
Wells Fargo Securities October 2011 - May 2013
Standard Chartered Bank September 2010 - October 2011
Credit Suisse February 2007 - September 2010
Skills
Derivatives, Prime Brokerage, Collateral Management, Valuation, Capital Markets, Hedge Funds, Trading, Finance, Securities, Credit Risk, Equities, Fixed Income, Bloomberg, Financial Services, Middle Office, Portfolio Management, Credit, Credit Derivatives, FX Options, Investment Banking
Education
University of North Carolina at Greensboro 2004 — 2006
Master, Public Affairs
Berea College 2000 — 2004
B.S, Business Administration, Finance
Bryant H. Owens Bryant H. Owens's Wells Fargo Securities Experience May 2004 - Present
Job Managing DirectorFinancial Institutions Investment Banking
Industry Investment Banking
Experience
Wells Fargo Securities May 2004 - Present
Banc of America Securities June 2000 - May 2004
Banc of America Securities 1994 - 2000
Skills
Fixed Income, Investments, Trading, DCM, Syndicate, Capital Markets, Asset Management, Banking, Bloomberg, Investment Banking, Credit, Equities, Bonds, Derivatives, Hedge Funds, Treasury Management, Risk Management, Portfolio Management, Financial Markets, Structured Finance, Financial Structuring, Securities
Education
University of Georgia - Terry College of Business 1992 — 1994
MBA, Finance
Birmingham-Southern College 1988 — 1992
B.S., Business
Fletcher High School 1985 — 1988
Wells Fargo Securities May 2004 - Present
Banc of America Securities June 2000 - May 2004
Banc of America Securities 1994 - 2000
Skills
Fixed Income, Investments, Trading, DCM, Syndicate, Capital Markets, Asset Management, Banking, Bloomberg, Investment Banking, Credit, Equities, Bonds, Derivatives, Hedge Funds, Treasury Management, Risk Management, Portfolio Management, Financial Markets, Structured Finance, Financial Structuring, Securities
Education
University of Georgia - Terry College of Business 1992 — 1994
MBA, Finance
Birmingham-Southern College 1988 — 1992
B.S., Business
Fletcher High School 1985 — 1988
Celenia Tapia's Wells Fargo Securities Experience October 2008 - November 2013
Job FX eCommerce Analyst & MBA Candidate
Industry Banking
Experience
Wells Fargo, International Group November 2013 - Present
Wells Fargo Securities October 2008 - November 2013
Wells Fargo May 2007 - September 2008
Wells Fargo July 2005 - May 2007
Education
University of San Francisco 2015 — 2018
Master of Business Administration (MBA)
Arizona State University 2005 — 2007
Bachelor of Science (B.S.), Political Science, Certificate in International Studies
University of Arizona 2003 — 2005
Bachelor's degree, Political Science and Government
Wells Fargo, International Group November 2013 - Present
Wells Fargo Securities October 2008 - November 2013
Wells Fargo May 2007 - September 2008
Wells Fargo July 2005 - May 2007
Education
University of San Francisco 2015 — 2018
Master of Business Administration (MBA)
Arizona State University 2005 — 2007
Bachelor of Science (B.S.), Political Science, Certificate in International Studies
University of Arizona 2003 — 2005
Bachelor's degree, Political Science and Government
Jasmaer Sandhu's Wells Fargo Securities Experience May 2015 - Present
Job Markets Summer Analyst at Wells Fargo
Industry
Experience
Wells Fargo Securities May 2015 - Present
SV Life Sciences June 2014 - August 2014
Integral Development Corporation June 2013 - August 2013
Skills
Public Speaking, Microsoft Office, Minitab, Matlab, Leadership, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Java, Research, Teamwork, Editing, English
Education
Babson College 2012 — 2016
Bachelor of Science in Business Management, Finance
Palo Alto High School 2008 — 2012
Wells Fargo Securities May 2015 - Present
SV Life Sciences June 2014 - August 2014
Integral Development Corporation June 2013 - August 2013
Skills
Public Speaking, Microsoft Office, Minitab, Matlab, Leadership, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Java, Research, Teamwork, Editing, English
Education
Babson College 2012 — 2016
Bachelor of Science in Business Management, Finance
Palo Alto High School 2008 — 2012
Eric Grein Eric Grein's Wells Fargo Securities Experience June 2015 - Present
Job Investment Banking Analyst at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities June 2015 - Present
Wells Fargo Securities June 2014 - August 2014
J.P. Morgan May 2013 - August 2013
Fidelity Investments June 2012 - August 2012
Skills
Valuation, Financial Modeling, Investments, Team Leadership, Market Research, Microsoft Excel, Investment Banking, PowerPoint, Financial Analysis, Microsoft Office, Marketing, Finance, Data Analysis, Bloomberg, Research
Education
Amherst College 2011 — 2015
Bachelor of Arts (B.A.), History, Cum Laude
Chaminade High School 2007 — 2011
Wells Fargo Securities June 2015 - Present
Wells Fargo Securities June 2014 - August 2014
J.P. Morgan May 2013 - August 2013
Fidelity Investments June 2012 - August 2012
Skills
Valuation, Financial Modeling, Investments, Team Leadership, Market Research, Microsoft Excel, Investment Banking, PowerPoint, Financial Analysis, Microsoft Office, Marketing, Finance, Data Analysis, Bloomberg, Research
Education
Amherst College 2011 — 2015
Bachelor of Arts (B.A.), History, Cum Laude
Chaminade High School 2007 — 2011
Robert Hobbs's Wells Fargo Securities Experience July 2015 - Present
Job Strategy and Analytics Manager at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities July 2015 - Present
Wells Fargo August 2014 - July 2015
Inside Pitch Baseball Academy May 2006 - June 2015
Wells Fargo April 2012 - July 2014
Wells Fargo September 2010 - April 2012
Wells Fargo November 2007 - August 2010
Wells Fargo December 2006 - November 2007
Wells Fargo July 2006 - November 2006
United Rentals July 2005 - December 2005
Skills
Strategic Planning, Financial Analysis, Financial Modeling, Pricing Strategy, Economics, SQL Server, Salesforce.com, CRM, Project Management, Executive Presentations, Acquisition Integration, Mortgage Lending, Funds Transfer Pricing, Microsoft Office, Customer Retention, Mergers & Acquisitions, Business Process..., Relationship Management, Leadership, Finance, Microsoft SQL Server, Management
Education
Arizona State University, W. P. Carey School of Business 2008 — 2010
MBA, Finance
Pepperdine University 2001 — 2005
BA, Economics
Pepperdine University 2001 — 2005
BS, Business Administration
Wells Fargo Securities July 2015 - Present
Wells Fargo August 2014 - July 2015
Inside Pitch Baseball Academy May 2006 - June 2015
Wells Fargo April 2012 - July 2014
Wells Fargo September 2010 - April 2012
Wells Fargo November 2007 - August 2010
Wells Fargo December 2006 - November 2007
Wells Fargo July 2006 - November 2006
United Rentals July 2005 - December 2005
Skills
Strategic Planning, Financial Analysis, Financial Modeling, Pricing Strategy, Economics, SQL Server, Salesforce.com, CRM, Project Management, Executive Presentations, Acquisition Integration, Mortgage Lending, Funds Transfer Pricing, Microsoft Office, Customer Retention, Mergers & Acquisitions, Business Process..., Relationship Management, Leadership, Finance, Microsoft SQL Server, Management
Education
Arizona State University, W. P. Carey School of Business 2008 — 2010
MBA, Finance
Pepperdine University 2001 — 2005
BA, Economics
Pepperdine University 2001 — 2005
BS, Business Administration
Jeremy Wellmon Jeremy Wellmon's Wells Fargo Securities Experience June 2015 - Present
Job Operations Management Associate at Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo Securities June 2015 - Present
US Air Force July 2011 - August 2014
US Air Force May 2008 - July 2011
Skills
Program Management, National Security, Military, Process Improvement, Integration, Operations Management, Leadership, Government Contracting, Government, DoD, Leadership Development, Strategy, Project Management
Education
Auburn University, College of Business 2008 — 2011
Master's, Business Administration, 4.0
Auburn University 1993 — 1997
Bachelor's, Aerospace Engineering
Wells Fargo Securities June 2015 - Present
US Air Force July 2011 - August 2014
US Air Force May 2008 - July 2011
Skills
Program Management, National Security, Military, Process Improvement, Integration, Operations Management, Leadership, Government Contracting, Government, DoD, Leadership Development, Strategy, Project Management
Education
Auburn University, College of Business 2008 — 2011
Master's, Business Administration, 4.0
Auburn University 1993 — 1997
Bachelor's, Aerospace Engineering
Paul H. Taylor Paul H. Taylor's Wells Fargo Securities Experience July 2014 - Present
Job Investment Banking Analyst (Leveraged Finance) at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities July 2014 - Present
SunTrust Robinson Humphrey July 2013 - June 2014
RBC Capital Markets June 2012 - August 2012
Imperial Capital, LLC May 2011 - June 2011
Banco Santander May 2010 - July 2010
Skills
Finance, Mergers & Acquisitions, Microsoft Excel, Investment Banking, Corporate Finance, Leveraged Finance, High Yield Bonds, Financial Modeling, Valuation, Credit Analysis, Credit Risk, Project Finance, Risk Management, International Business, Bloomberg, Spanish, Capital Markets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2013
Bachelor of Science in Business Administration (B.S.B.A.), Finance & International Business
Maastricht University School of Business and Economics 2011 — 2011
Global Leadership & International Management
Charlotte Latin School 1996 — 2009
Wells Fargo Securities July 2014 - Present
SunTrust Robinson Humphrey July 2013 - June 2014
RBC Capital Markets June 2012 - August 2012
Imperial Capital, LLC May 2011 - June 2011
Banco Santander May 2010 - July 2010
Skills
Finance, Mergers & Acquisitions, Microsoft Excel, Investment Banking, Corporate Finance, Leveraged Finance, High Yield Bonds, Financial Modeling, Valuation, Credit Analysis, Credit Risk, Project Finance, Risk Management, International Business, Bloomberg, Spanish, Capital Markets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2013
Bachelor of Science in Business Administration (B.S.B.A.), Finance & International Business
Maastricht University School of Business and Economics 2011 — 2011
Global Leadership & International Management
Charlotte Latin School 1996 — 2009
Sam Kaufman Sam Kaufman's Wells Fargo Securities Experience May 2011 - Present
Job Managing Director at Wells Fargo Securities
Industry
Experience
Wells Fargo Securities May 2011 - Present
Deutsche Bank July 2010 - May 2011
Bank of America/Merrill Lynch June 2005 - July 2010
Skills
Bonds, Fixed Income, Microsoft Excel, Financial Analysis, Capital Markets, Financial Modeling, Trading
Education
Indiana University - Kelley School of Business 1993 — 1995
Master of Business Administration (MBA), Finance
Appalachian State University 1985 — 1989
Bachelor of Business Administration (B.B.A.), Marketing/Accounting
Wells Fargo Securities May 2011 - Present
Deutsche Bank July 2010 - May 2011
Bank of America/Merrill Lynch June 2005 - July 2010
Skills
Bonds, Fixed Income, Microsoft Excel, Financial Analysis, Capital Markets, Financial Modeling, Trading
Education
Indiana University - Kelley School of Business 1993 — 1995
Master of Business Administration (MBA), Finance
Appalachian State University 1985 — 1989
Bachelor of Business Administration (B.B.A.), Marketing/Accounting
Daniel Kalb Daniel Kalb's Wells Fargo Securities Experience June 2015 - Present
Job Investment Banking Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2015 - Present
Edge Therapeutics, Inc. May 2014 - January 2015
Students Athletes Success Center, Binghamton University January 2013 - December 2014
Century 21 Department Stores December 2013 - January 2014
The Essex Group May 2013 - August 2013
Education
Binghamton University - School of Management 2011 — 2015
Bachelor's Degree, Finance
Wells Fargo Securities June 2015 - Present
Edge Therapeutics, Inc. May 2014 - January 2015
Students Athletes Success Center, Binghamton University January 2013 - December 2014
Century 21 Department Stores December 2013 - January 2014
The Essex Group May 2013 - August 2013
Education
Binghamton University - School of Management 2011 — 2015
Bachelor's Degree, Finance
Kunal Bhatia's Wells Fargo Securities Experience May 2010 - July 2011
Job Associate | Healthcare Investment Banking | RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets December 2014 - Present
Jefferies April 2013 - October 2014
Credit Suisse August 2011 - April 2013
Wells Fargo Securities May 2010 - July 2011
Skills
Financial Analysis, Credit Analysis, Capital Markets, Investment Banking, Leveraged Finance, Debt Restructuring, Mergers & Acquisitions, Restructuring, LBO, Corporate Finance, Financial Modeling, Due Diligence, Finance, Private Equity
Education
The College of William and Mary 2005 — 2009
B.A., Economics, Finance
CERGE-EI 2007 — 2007
Economics Study Abroad Program
RBC Capital Markets December 2014 - Present
Jefferies April 2013 - October 2014
Credit Suisse August 2011 - April 2013
Wells Fargo Securities May 2010 - July 2011
Skills
Financial Analysis, Credit Analysis, Capital Markets, Investment Banking, Leveraged Finance, Debt Restructuring, Mergers & Acquisitions, Restructuring, LBO, Corporate Finance, Financial Modeling, Due Diligence, Finance, Private Equity
Education
The College of William and Mary 2005 — 2009
B.A., Economics, Finance
CERGE-EI 2007 — 2007
Economics Study Abroad Program
Katherine Wu Katherine Wu's Wells Fargo Securities Experience June 2015 - August 2015
Job Investment Banking Summer Analyst at Wells Fargo Securities
Industry
Experience
Wells Fargo Securities June 2015 - August 2015
Forte Foundation April 2015 - April 2015
Perella Weinberg Partners April 2015 - April 2015
Wells Fargo Securities November 2014 - November 2014
MBA JumpStart August 2014 - August 2014
The M Group & Associates May 2014 - August 2014
Goldman Sachs April 2014 - April 2014
Skills
Leadership, Microsoft Excel, PowerPoint, Research, Public Speaking, Microsoft Office, Microsoft Word, Higher Education, Strategy, Mandarin, Data Analysis, Statistics, Social Networking, Financial Analysis, Finance, Financial Modeling, Management
Education
Arizona State University, W. P. Carey School of Business 2013 — 2017
Bachelor of Science (BS), Finance, Economics, and Mathematics (Minor)
OpenDoor 2014 — 2014
The Wall Street Virtual Academy, sponsored by Bank of America Merrill Lynch, Finance
MBA JumpStart 2014 — 2014
Finance
Mesquite High School 2009 — 2013
Wells Fargo Securities June 2015 - August 2015
Forte Foundation April 2015 - April 2015
Perella Weinberg Partners April 2015 - April 2015
Wells Fargo Securities November 2014 - November 2014
MBA JumpStart August 2014 - August 2014
The M Group & Associates May 2014 - August 2014
Goldman Sachs April 2014 - April 2014
Skills
Leadership, Microsoft Excel, PowerPoint, Research, Public Speaking, Microsoft Office, Microsoft Word, Higher Education, Strategy, Mandarin, Data Analysis, Statistics, Social Networking, Financial Analysis, Finance, Financial Modeling, Management
Education
Arizona State University, W. P. Carey School of Business 2013 — 2017
Bachelor of Science (BS), Finance, Economics, and Mathematics (Minor)
OpenDoor 2014 — 2014
The Wall Street Virtual Academy, sponsored by Bank of America Merrill Lynch, Finance
MBA JumpStart 2014 — 2014
Finance
Mesquite High School 2009 — 2013
Brandon Helton Brandon Helton's Wells Fargo Securities Experience July 2011 - October 2014
Job Senior Project Coordinator at Wells Fargo Financial Oversight Monitoring & Controls
Industry Information Technology and Services
Experience
Wells Fargo October 2014 - Present
Wells Fargo Securities July 2011 - October 2014
Pace Analytical July 2009 - June 2011
Revolution Technologies February 2008 - April 2009
Carolina IT Professionals, Inc. August 2005 - January 2008
Skills
Applicant Tracking..., Technical Recruiting, College Recruiting, Staffing Services, Internet Recruiting, Account Management, Recruiting, Talent Acquisition, Benefits Negotiation, Project Management, Cold Calling, Temporary Placement, Sales, SharePoint, Sourcing, Onboarding, Microsoft Office, Training, Customer Service
Education
Appalachian State University 2001 — 2005
Bachelor's, Public Relations
Wells Fargo October 2014 - Present
Wells Fargo Securities July 2011 - October 2014
Pace Analytical July 2009 - June 2011
Revolution Technologies February 2008 - April 2009
Carolina IT Professionals, Inc. August 2005 - January 2008
Skills
Applicant Tracking..., Technical Recruiting, College Recruiting, Staffing Services, Internet Recruiting, Account Management, Recruiting, Talent Acquisition, Benefits Negotiation, Project Management, Cold Calling, Temporary Placement, Sales, SharePoint, Sourcing, Onboarding, Microsoft Office, Training, Customer Service
Education
Appalachian State University 2001 — 2005
Bachelor's, Public Relations
Michelle Opatz Michelle Opatz's Wells Fargo Securities Experience July 2014 - Present
Job Capital Markets Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities July 2014 - Present
Wells Fargo July 2014 - Present
Flo’s Chinese Restaurant October 2007 - May 2014
Gorgeous Networks, Lorraine Adams May 2013 - June 2013
Knoodle Shop January 2013 - May 2013
Skills
Positive and Motivating..., Leadership Development, Organizational..., Time Management, Microsoft Technologies, Verbal and Written..., Small Group Performance, Sales, Customer Service, Leadership, Public Relations, Teamwork, Management, Research, Social Networking, Social Media Marketing, Event Planning, Facebook
Education
Arizona State University, W. P. Carey School of Business 2010 — 2014
Business Communications, Media Analysis, Senior
East Valley Institute of Technology 2009 — 2010
Aesthetician/Esthetician and Skin Care Specialist
Wells Fargo Securities July 2014 - Present
Wells Fargo July 2014 - Present
Flo’s Chinese Restaurant October 2007 - May 2014
Gorgeous Networks, Lorraine Adams May 2013 - June 2013
Knoodle Shop January 2013 - May 2013
Skills
Positive and Motivating..., Leadership Development, Organizational..., Time Management, Microsoft Technologies, Verbal and Written..., Small Group Performance, Sales, Customer Service, Leadership, Public Relations, Teamwork, Management, Research, Social Networking, Social Media Marketing, Event Planning, Facebook
Education
Arizona State University, W. P. Carey School of Business 2010 — 2014
Business Communications, Media Analysis, Senior
East Valley Institute of Technology 2009 — 2010
Aesthetician/Esthetician and Skin Care Specialist
Steve Nason's Wells Fargo Securities Experience July 2003 - November 2014
Job Investment Banking
Industry Financial Services
Experience
Wells Fargo Securities July 2003 - November 2014
Credit Suisse June 1990 - May 2003
Credit Suisse July 1986 - June 1988
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1988 — 1990
Master of Business Administration (M.B.A.)
Cornell University - College of Arts and Sciences 1983 — 1986
Bachelor's Degree, Government and Economics
Wells Fargo Securities July 2003 - November 2014
Credit Suisse June 1990 - May 2003
Credit Suisse July 1986 - June 1988
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1988 — 1990
Master of Business Administration (M.B.A.)
Cornell University - College of Arts and Sciences 1983 — 1986
Bachelor's Degree, Government and Economics
Kiota Blakeney's Wells Fargo Securities Experience August 2012 - August 2015
Job Capital Markets Middle Office Documentation
Industry Banking
Experience
Wells Fargo Securities August 2012 - August 2015
Bank of Tokyo-Mitsubishi UFJ November 2010 - June 2011
Wachovia, A Wells Fargo Company July 2007 - September 2009
Skills
Commodity Markets, Bloomberg, Hedge Funds, Trading, Software Documentation, Payments, Equities, Capital Markets, Credit, FX Options, Customer Service, Financial Analysis, Banking, Fixed Income, Risk Management, Investments, Management, Microsoft Office, Investment Banking
Education
Berkeley College 1998 — 2000
BBA, Business Administration
Berkeley College
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Wells Fargo Securities August 2012 - August 2015
Bank of Tokyo-Mitsubishi UFJ November 2010 - June 2011
Wachovia, A Wells Fargo Company July 2007 - September 2009
Skills
Commodity Markets, Bloomberg, Hedge Funds, Trading, Software Documentation, Payments, Equities, Capital Markets, Credit, FX Options, Customer Service, Financial Analysis, Banking, Fixed Income, Risk Management, Investments, Management, Microsoft Office, Investment Banking
Education
Berkeley College 1998 — 2000
BBA, Business Administration
Berkeley College
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Timothy Eastridge's Wells Fargo Securities Experience June 2015 - Present
Job Control Analyst at Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo Securities June 2015 - Present
Cardinal Industries March 2013 - April 2015
First Broad Street, UMC May 2012 - September 2012
Buffalo Mountain Camp May 2011 - July 2011
Skills
Leadership, Research, Social Media, Passion for Helping..., Community Outreach, Leadership Development, Teaching, Financial Analysis, Financial Modeling, Microsoft Excel, Due Diligence, Microsoft Office
Education
Asbury University 2011 — 2015
Bachelor of Science (BS), Business Management, Finance
Dobyns Bennett High School 2007 — 2011
Wells Fargo Securities June 2015 - Present
Cardinal Industries March 2013 - April 2015
First Broad Street, UMC May 2012 - September 2012
Buffalo Mountain Camp May 2011 - July 2011
Skills
Leadership, Research, Social Media, Passion for Helping..., Community Outreach, Leadership Development, Teaching, Financial Analysis, Financial Modeling, Microsoft Excel, Due Diligence, Microsoft Office
Education
Asbury University 2011 — 2015
Bachelor of Science (BS), Business Management, Finance
Dobyns Bennett High School 2007 — 2011
Jonathan Viscount Jonathan Viscount's Wells Fargo Securities Experience January 2014 - July 2015
Job Investment Banking Analyst at SunTrust Robinson Humphrey
Industry Banking
Experience
SunTrust Robinson Humphrey July 2015 - Present
Wells Fargo Securities January 2014 - July 2015
University of North Carolina Charlotte September 2013 - June 2014
Student Managed Investment Fund September 2013 - May 2014
Mid-Mark Advisors September 2013 - December 2013
Bank of America June 2013 - August 2013
TIAA-CREF June 2012 - August 2012
R.M. Stark & Co. March 2012 - June 2012
Skills
SAS, Stata, Investments, Financial Analysis, Valuation, Microsoft Excel, Microsoft Office, Customer Service, Data Analysis, Analytics, Management, Investment Banking, Finance, Banking, Forecasting, Equities
Education
University of North Carolina at Charlotte 2012 — 2014
Master of Science, Economics: Finance
Appalachian State University 2007 — 2011
BSBA, Finance and Banking
SunTrust Robinson Humphrey July 2015 - Present
Wells Fargo Securities January 2014 - July 2015
University of North Carolina Charlotte September 2013 - June 2014
Student Managed Investment Fund September 2013 - May 2014
Mid-Mark Advisors September 2013 - December 2013
Bank of America June 2013 - August 2013
TIAA-CREF June 2012 - August 2012
R.M. Stark & Co. March 2012 - June 2012
Skills
SAS, Stata, Investments, Financial Analysis, Valuation, Microsoft Excel, Microsoft Office, Customer Service, Data Analysis, Analytics, Management, Investment Banking, Finance, Banking, Forecasting, Equities
Education
University of North Carolina at Charlotte 2012 — 2014
Master of Science, Economics: Finance
Appalachian State University 2007 — 2011
BSBA, Finance and Banking
Katie Hovanesian's Wells Fargo Securities Experience May 2014 - January 2015
Job Financial Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo January 2015 - Present
Wells Fargo Securities May 2014 - January 2015
Citco Fund Services March 2013 - May 2014
US Bank January 2012 - March 2013
US Bank October 2010 - January 2012
Mastoran Corporation June 2008 - August 2010
Mastoran Corporation August 2007 - June 2008
Skills
Account Reconciliation, Accounting, Payroll, Auditing, Fixed Income, Time Management, Employee Benefits, Human Resources, Microsoft Office
Education
Bentley University 2003 — 2007
BS, Finance
Wells Fargo January 2015 - Present
Wells Fargo Securities May 2014 - January 2015
Citco Fund Services March 2013 - May 2014
US Bank January 2012 - March 2013
US Bank October 2010 - January 2012
Mastoran Corporation June 2008 - August 2010
Mastoran Corporation August 2007 - June 2008
Skills
Account Reconciliation, Accounting, Payroll, Auditing, Fixed Income, Time Management, Employee Benefits, Human Resources, Microsoft Office
Education
Bentley University 2003 — 2007
BS, Finance
Steve Vermut's Wells Fargo Securities Experience December 2012 - January 2013
Job Executive Chairman at Prosper Marketplace
Industry Financial Services
Experience
Prosper Marketplace March 2014 - Present
Prosper Marketplace January 2013 - March 2014
Wells Fargo Securities December 2012 - January 2013
Merlin, a Wells Fargo Company August 2012 - November 2012
Merlin Securities May 2004 - July 2012
Merlin Securities April 2004 - July 2012
Banc of America Securities September 1997 - March 2003
Montgomery Securities April 1995 - August 1997
Furman Selz February 1984 - March 1995
L. F. Rothschild & Co. May 1970 - January 1981
Skills
Prime Brokerage, Hedge Funds, Alternative Investments, Equities, Equity Trading, Series 7, Fixed Income, Securities, Capital Markets, Private Equity, Trading, Investment Banking, Financial Markets
Education
Babson College 1964 — 1967
B.S., Finance
Prosper Marketplace March 2014 - Present
Prosper Marketplace January 2013 - March 2014
Wells Fargo Securities December 2012 - January 2013
Merlin, a Wells Fargo Company August 2012 - November 2012
Merlin Securities May 2004 - July 2012
Merlin Securities April 2004 - July 2012
Banc of America Securities September 1997 - March 2003
Montgomery Securities April 1995 - August 1997
Furman Selz February 1984 - March 1995
L. F. Rothschild & Co. May 1970 - January 1981
Skills
Prime Brokerage, Hedge Funds, Alternative Investments, Equities, Equity Trading, Series 7, Fixed Income, Securities, Capital Markets, Private Equity, Trading, Investment Banking, Financial Markets
Education
Babson College 1964 — 1967
B.S., Finance
Hania Abdel-Hadi Breland Hania Abdel-Hadi Breland's Wells Fargo Securities Experience August 2013 - Present
Job Officer – Derivatives Collateral Management at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities August 2013 - Present
Deutsche Bank January 2012 - July 2013
Credit Suisse April 2010 - December 2011
Kommon Denominator Inc. November 2009 - April 2010
Credit Suisse August 2005 - October 2009
North Carolina State Employees' Credit Union December 2001 - July 2005
Sears HomeCentral June 1999 - December 2001
Skills
Customer Service, Consulting, Analysis, Leadership, Non-profits, New Business Development, International Relations, Risk Management, Access, Process Improvement, Team Building, Microsoft Excel, Nonprofits, Training, Account Management, Investment Banking, Collateral Management, Capital Markets, Teamwork, Business Analysis, Bloomberg, Foreign Exchange, Banking, Middle Office, Financial Analysis, Finance, Back Office
Education
American Public University System 2010 — 2013
Masters, International Relations and Conflict Resolution
University of North Carolina at Pembroke 2005 — 2008
Bachelor of Science, Business Administration: Management
Wake Technical Community College 2001 — 2005
Associate of Arts, General Studies
Wells Fargo Securities August 2013 - Present
Deutsche Bank January 2012 - July 2013
Credit Suisse April 2010 - December 2011
Kommon Denominator Inc. November 2009 - April 2010
Credit Suisse August 2005 - October 2009
North Carolina State Employees' Credit Union December 2001 - July 2005
Sears HomeCentral June 1999 - December 2001
Skills
Customer Service, Consulting, Analysis, Leadership, Non-profits, New Business Development, International Relations, Risk Management, Access, Process Improvement, Team Building, Microsoft Excel, Nonprofits, Training, Account Management, Investment Banking, Collateral Management, Capital Markets, Teamwork, Business Analysis, Bloomberg, Foreign Exchange, Banking, Middle Office, Financial Analysis, Finance, Back Office
Education
American Public University System 2010 — 2013
Masters, International Relations and Conflict Resolution
University of North Carolina at Pembroke 2005 — 2008
Bachelor of Science, Business Administration: Management
Wake Technical Community College 2001 — 2005
Associate of Arts, General Studies
Polly Sung, CFA's Wells Fargo Securities Experience September 2011 - Present
Job Equity Research Associate Analyst Managed Care/Pharmacy Services at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities September 2011 - Present
J.P. Morgan June 2006 - July 2011
Bank of America June 2000 - August 2004
Skills
Fixed Income, Valuation, Equities, Capital Markets, Equity Research, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA
Babson College 1996 — 2000
B.S., Business Administration
Boston Latin School
Wells Fargo Securities September 2011 - Present
J.P. Morgan June 2006 - July 2011
Bank of America June 2000 - August 2004
Skills
Fixed Income, Valuation, Equities, Capital Markets, Equity Research, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA
Babson College 1996 — 2000
B.S., Business Administration
Boston Latin School
William R. Cross William R. Cross's Wells Fargo Securities Experience June 1994 - December 1994
Job Operations Research Officer (U.S. Army)
Industry Military
Experience
US Army October 1994 - Present
Healthcare Services Group, Inc November 2006 - October 2007
Barnes & Noble College August 2000 - December 2002
Hyatt Hotels Corporation August 2000 - December 2002
U.S. Department of Veterans Affairs August 2000 - December 2002
Wells Fargo Securities June 1994 - December 1994
FedEx Ground June 1994 - August 1994
Hershey Entertainment & Resorts May 1992 - May 1994
Skills
National Security, Intelligence, Military, Military Operations, Military Experience, Army, Security Clearance, Intelligence Analysis, DoD, Operational Planning, Defense, Military Training, Force Protection, Weapons, Organizational..., Operations Research, Counterterrorism, Physical Security, Command, Information Assurance, Operations Management, SIGINT, Emergency Management, Top Secret, Security Management, Interagency Coordination, Counterinsurgency, Electronic Warfare, Homeland Security, SQL, SAS Programming, Statistics, Probability, Mathematical Modeling, Economics, Data Mining, Database Design, Calculus, VBA, Russian
Education
United States Army Command and General Staff College
Graduate Certificate, Intermediate Level Education
Army Logistics University 2008 — 2008
Graduate Certificate, Operations Research
American Public University System 2003 — 2005
Graduate Certificate, Security Management
University of Tampa 2000 — 2002
Bachelor's Degree, Business/Managerial Economics
Defense Language Institute 1995 — 1996
Linguist Certificate, Russian Language
US Army October 1994 - Present
Healthcare Services Group, Inc November 2006 - October 2007
Barnes & Noble College August 2000 - December 2002
Hyatt Hotels Corporation August 2000 - December 2002
U.S. Department of Veterans Affairs August 2000 - December 2002
Wells Fargo Securities June 1994 - December 1994
FedEx Ground June 1994 - August 1994
Hershey Entertainment & Resorts May 1992 - May 1994
Skills
National Security, Intelligence, Military, Military Operations, Military Experience, Army, Security Clearance, Intelligence Analysis, DoD, Operational Planning, Defense, Military Training, Force Protection, Weapons, Organizational..., Operations Research, Counterterrorism, Physical Security, Command, Information Assurance, Operations Management, SIGINT, Emergency Management, Top Secret, Security Management, Interagency Coordination, Counterinsurgency, Electronic Warfare, Homeland Security, SQL, SAS Programming, Statistics, Probability, Mathematical Modeling, Economics, Data Mining, Database Design, Calculus, VBA, Russian
Education
United States Army Command and General Staff College
Graduate Certificate, Intermediate Level Education
Army Logistics University 2008 — 2008
Graduate Certificate, Operations Research
American Public University System 2003 — 2005
Graduate Certificate, Security Management
University of Tampa 2000 — 2002
Bachelor's Degree, Business/Managerial Economics
Defense Language Institute 1995 — 1996
Linguist Certificate, Russian Language
Andy Osherow Andy Osherow's Wells Fargo Securities Experience Director, Technology Relationship ManagementWells Fargo SecuritiesMay 2011 - Present
Job Director, Technology Relationship Management at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities Director, Technology Relationship ManagementWells Fargo SecuritiesMay 2011 - Present
Wells Fargo December 2009 - May 2011
Wachovia October 2005 - December 2010
Goodrich Corporation October 1999 - October 2005
Skills
Enterprise Software, SDLC, Data Center, Project Portfolio..., Program Management, Leadership, Risk Management, ITIL, Enterprise Architecture, Integration, Business Analysis, Networking, Visio, Relationship Management, Vendor Management, Team Management, Team Leadership, IT Management, Process Improvement, Unix, Portfolio Management, Disaster Recovery
Education
Appalachian State University 1994 — 1998
BS, Geography, Information Systems
Wells Fargo Securities Director, Technology Relationship ManagementWells Fargo SecuritiesMay 2011 - Present
Wells Fargo December 2009 - May 2011
Wachovia October 2005 - December 2010
Goodrich Corporation October 1999 - October 2005
Skills
Enterprise Software, SDLC, Data Center, Project Portfolio..., Program Management, Leadership, Risk Management, ITIL, Enterprise Architecture, Integration, Business Analysis, Networking, Visio, Relationship Management, Vendor Management, Team Management, Team Leadership, IT Management, Process Improvement, Unix, Portfolio Management, Disaster Recovery
Education
Appalachian State University 1994 — 1998
BS, Geography, Information Systems
Jerod Lenderman Jerod Lenderman's Wells Fargo Securities Experience June 2007 - October 2013
Job Director at Scotiabank
Industry Banking
Experience
Scotiabank October 2013 - Present
Wells Fargo Securities June 2007 - October 2013
Rollcast Energy, Inc. March 2006 - April 2007
Skills
CFA, Asset Management, Capital Markets, Fixed Income, Corporate Finance, Financial Analysis, Valuation, Financial Modeling, Investments, Bloomberg
Education
Appalachian State University 2001 — 2005
BS/BA, Accounting
Scotiabank October 2013 - Present
Wells Fargo Securities June 2007 - October 2013
Rollcast Energy, Inc. March 2006 - April 2007
Skills
CFA, Asset Management, Capital Markets, Fixed Income, Corporate Finance, Financial Analysis, Valuation, Financial Modeling, Investments, Bloomberg
Education
Appalachian State University 2001 — 2005
BS/BA, Accounting
Jennifer Hall Jennifer Hall's Wells Fargo Securities Experience 2015 - Present
Job Early Talent Program Manager, Business Initiatives Consultant at Wells Fargo Securities
Industry Program Development
Experience
Wells Fargo Securities 2015 - Present
Skills
Leadership, Recruiting, Sourcing, Applicant Tracking..., Talent Acquisition, Human Resources, Change Management, Strategy, Interviews, Onboarding, Coaching, New Hire Orientations, Management, Organizational..., Project Management, Talent Management, Marketing, College Recruiting, Training
Education
University of North Carolina at Charlotte 2003 — 2005
BA Communications, Organizational Communication
Appalachian State University 2001 — 2003
International Business, Marketing
Wells Fargo Securities 2015 - Present
Skills
Leadership, Recruiting, Sourcing, Applicant Tracking..., Talent Acquisition, Human Resources, Change Management, Strategy, Interviews, Onboarding, Coaching, New Hire Orientations, Management, Organizational..., Project Management, Talent Management, Marketing, College Recruiting, Training
Education
University of North Carolina at Charlotte 2003 — 2005
BA Communications, Organizational Communication
Appalachian State University 2001 — 2003
International Business, Marketing
Ye Xia Ye Xia's Wells Fargo Securities Experience June 2013 - August 2014
Job Investment Banking Analyst at Rothschild
Industry Investment Banking
Experience
Rothschild August 2014 - Present
Wells Fargo Securities June 2013 - August 2014
BMO Capital Markets June 2011 - August 2011
Newbury Capital Partners May 2010 - March 2011
Merrill Lynch January 2010 - May 2010
Argo Partners October 2009 - December 2009
Skills
Leveraged Finance, Alternative Investments, Mergers & Acquisitions, Finance, Venture Capital, Corporate Development, IPO, High Yield, Financial Structuring, Bonds
Education
Duke University - The Fuqua School of Business 2012 — 2013
Master of Management Studies, MMS, 3.5
City University of New York-Baruch College 2009 — 2012
BBA, Finance, 3.9
Shanghai Jiao Tong University 2012 — 2012
Chinese Studies
Rothschild August 2014 - Present
Wells Fargo Securities June 2013 - August 2014
BMO Capital Markets June 2011 - August 2011
Newbury Capital Partners May 2010 - March 2011
Merrill Lynch January 2010 - May 2010
Argo Partners October 2009 - December 2009
Skills
Leveraged Finance, Alternative Investments, Mergers & Acquisitions, Finance, Venture Capital, Corporate Development, IPO, High Yield, Financial Structuring, Bonds
Education
Duke University - The Fuqua School of Business 2012 — 2013
Master of Management Studies, MMS, 3.5
City University of New York-Baruch College 2009 — 2012
BBA, Finance, 3.9
Shanghai Jiao Tong University 2012 — 2012
Chinese Studies
Shohana Jannat's Wells Fargo Securities Experience July 2015 - Present
Job Investment Banking Associate at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities July 2015 - Present
Skills
Bloomberg, Equity Research, Factset, Valuation, Capital IQ
Education
Bentley University 2008 — 2012
Bachelor of Science
University of Hong Kong (Spring 2010 Study Abroad) 2010 — 2010
Bachelor of Science
Westover School 2004 — 2008
Wells Fargo Securities July 2015 - Present
Skills
Bloomberg, Equity Research, Factset, Valuation, Capital IQ
Education
Bentley University 2008 — 2012
Bachelor of Science
University of Hong Kong (Spring 2010 Study Abroad) 2010 — 2010
Bachelor of Science
Westover School 2004 — 2008
Patty Bogen Silver's Wells Fargo Securities Experience March 2015 - Present
Job Facilities Administration
Industry Information Technology and Services
Experience
Wells Fargo Securities March 2015 - Present
Camp Silver Belle June 2007 - Present
Morristown Oral Maxillofacial Surgery November 2007 - March 2015
Credit Suisse First Boston September 1996 - February 1999
Credit Suisse First Boston June 1990 - August 1996
Credit Suisse First Boston September 1988 - June 1990
Skills
Personal Development, Event Planning, Teaching, Marketing, Coaching, Self-esteem, Public Speaking, Social Media, Customer Service, Non-profits, Management, Fundraising, Healthcare, Leadership, Leadership Development, Public Relations, Sales, Team Leadership, Training, Strategic Planning
Education
ICSL Moristown 2007 — 2009
Science of the Mind 100, 200 Series, Certification
Bergen Community College 1983 — 1985
Dental Hygiene
Bergen County Academies 1979 — 1983
High School, Dental Hygiene
Wells Fargo Securities March 2015 - Present
Camp Silver Belle June 2007 - Present
Morristown Oral Maxillofacial Surgery November 2007 - March 2015
Credit Suisse First Boston September 1996 - February 1999
Credit Suisse First Boston June 1990 - August 1996
Credit Suisse First Boston September 1988 - June 1990
Skills
Personal Development, Event Planning, Teaching, Marketing, Coaching, Self-esteem, Public Speaking, Social Media, Customer Service, Non-profits, Management, Fundraising, Healthcare, Leadership, Leadership Development, Public Relations, Sales, Team Leadership, Training, Strategic Planning
Education
ICSL Moristown 2007 — 2009
Science of the Mind 100, 200 Series, Certification
Bergen Community College 1983 — 1985
Dental Hygiene
Bergen County Academies 1979 — 1983
High School, Dental Hygiene
Rich Saltz Rich Saltz's Wells Fargo Securities Experience April 2012 - August 2013
Job Operational Risk Manager at Wells Fargo
Industry Music
Experience
Wells Fargo August 2013 - Present
Dynamic Sound Rehearsal Studios March 2007 - April 2014
Wells Fargo Securities April 2012 - August 2013
Credit Suisse Securities (USA) LLC 1999 - 2006
Credit Suisse Securities April 1999 - May 2000
Merrill Lynch 1988 - 1999
Skills
Finance, Prime Brokerage, Electronic Trading, Trading, Hedge Funds, Options, Trading Systems, Equities, Swaps, Back Office, Middle Office, Commodity, Derivatives, Fixed Income, FX Options, Securities, Credit Derivatives, Financial Markets, Futures, Capital Markets, Settlement, Financial Risk, Investment Banking, Series 7, Equity Derivatives, Risk Management, Financial Services, Operational Risk, Management, Bonds, Bloomberg, Banking
Education
Baruch College
BBA, Accounting
Wells Fargo August 2013 - Present
Dynamic Sound Rehearsal Studios March 2007 - April 2014
Wells Fargo Securities April 2012 - August 2013
Credit Suisse Securities (USA) LLC 1999 - 2006
Credit Suisse Securities April 1999 - May 2000
Merrill Lynch 1988 - 1999
Skills
Finance, Prime Brokerage, Electronic Trading, Trading, Hedge Funds, Options, Trading Systems, Equities, Swaps, Back Office, Middle Office, Commodity, Derivatives, Fixed Income, FX Options, Securities, Credit Derivatives, Financial Markets, Futures, Capital Markets, Settlement, Financial Risk, Investment Banking, Series 7, Equity Derivatives, Risk Management, Financial Services, Operational Risk, Management, Bonds, Bloomberg, Banking
Education
Baruch College
BBA, Accounting
Norma Chapman Norma Chapman's Wells Fargo Securities Experience November 2012 - January 2015
Job Business Analyst at Bank of America
Industry Banking
Experience
U.S. Bank September 2015 - Present
Bank of America January 2015 - September 2015
Wells Fargo Securities November 2012 - January 2015
Skills
Banking, Risk Management, Credit, Financial Services, Project Management, Process Improvement, Business Analysis, Adobe Creative Suite, Microsoft Office, Financial Risk, Adobe Acrobat, Operational Risk..., Analysis, Financial Analysis, Operational Risk
Education
Appalachian State University 2006 — 2010
Bachelor of Science (B.S.), Public Relations, Advertising, and Applied Communication
Appalachian State University 2006 — 2010
Bachelor of Fine Arts (B.F.A.), Technical Theatre/Theatre Design and Technology
U.S. Bank September 2015 - Present
Bank of America January 2015 - September 2015
Wells Fargo Securities November 2012 - January 2015
Skills
Banking, Risk Management, Credit, Financial Services, Project Management, Process Improvement, Business Analysis, Adobe Creative Suite, Microsoft Office, Financial Risk, Adobe Acrobat, Operational Risk..., Analysis, Financial Analysis, Operational Risk
Education
Appalachian State University 2006 — 2010
Bachelor of Science (B.S.), Public Relations, Advertising, and Applied Communication
Appalachian State University 2006 — 2010
Bachelor of Fine Arts (B.F.A.), Technical Theatre/Theatre Design and Technology
Faizan Ibrahim Faizan Ibrahim's Wells Fargo Securities Experience August 2015 - Present
Job Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities August 2015 - Present
Independent November 2013 - Present
7 Mile Advisors January 2015 - August 2015
Investment Banking Institute July 2014 - August 2014
Corporation China June 2013 - September 2013
ZhenBei Cashmere Products Co. Ltd. May 2013 - June 2013
Louisiana Sports Enterprises, Inc. May 2012 - March 2013
Skills
Investment Banking, Capital Markets, Social Media, Marketing, Foreign Exchange, Financial Modeling, Financial Markets, Financial Analysis, Technical Analysis, FX Trading, International Business, Business Development, Sales, Public Relations, Research, Bloomberg, Public Speaking, Microsoft Excel, Fundraising, Sports Marketing, Teamwork, PowerPoint, Social Media Marketing, Coaching, Relationship Building, Microsoft Office, Customer Service, Social Networking, Finance, Trade Finance, Brand Marketing, Business Consulting, Valuation, Salesforce.com, Capital IQ
Education
Louisiana State University and Agricultural and Mechanical College 2010 — 2013
Bachelor of Sciences (B.S.), International Trade and Finance
Baylor University 2008 — 2010
Pre-Medicine
Wells Fargo Securities August 2015 - Present
Independent November 2013 - Present
7 Mile Advisors January 2015 - August 2015
Investment Banking Institute July 2014 - August 2014
Corporation China June 2013 - September 2013
ZhenBei Cashmere Products Co. Ltd. May 2013 - June 2013
Louisiana Sports Enterprises, Inc. May 2012 - March 2013
Skills
Investment Banking, Capital Markets, Social Media, Marketing, Foreign Exchange, Financial Modeling, Financial Markets, Financial Analysis, Technical Analysis, FX Trading, International Business, Business Development, Sales, Public Relations, Research, Bloomberg, Public Speaking, Microsoft Excel, Fundraising, Sports Marketing, Teamwork, PowerPoint, Social Media Marketing, Coaching, Relationship Building, Microsoft Office, Customer Service, Social Networking, Finance, Trade Finance, Brand Marketing, Business Consulting, Valuation, Salesforce.com, Capital IQ
Education
Louisiana State University and Agricultural and Mechanical College 2010 — 2013
Bachelor of Sciences (B.S.), International Trade and Finance
Baylor University 2008 — 2010
Pre-Medicine
Cristina Savu Cristina Savu's Wells Fargo Securities Experience July 2015 - Present
Job Financial Analyst at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities July 2015 - Present
Wells Fargo July 2013 - June 2015
JPMorgan Chase June 2012 - August 2012
Abbott June 2011 - August 2011
First Midwest Securities, Inc July 2010 - August 2010
Skills
Bloomberg, Accounts Payable, Corporate Finance, Financial Modeling, Financial Analysis, PowerPoint, Microsoft Excel, Banking, Finance, Financial Risk, Valuation, Equities, Bloomberg Terminal, Analysis
Education
Baruch College 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Wells Fargo Securities July 2015 - Present
Wells Fargo July 2013 - June 2015
JPMorgan Chase June 2012 - August 2012
Abbott June 2011 - August 2011
First Midwest Securities, Inc July 2010 - August 2010
Skills
Bloomberg, Accounts Payable, Corporate Finance, Financial Modeling, Financial Analysis, PowerPoint, Microsoft Excel, Banking, Finance, Financial Risk, Valuation, Equities, Bloomberg Terminal, Analysis
Education
Baruch College 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Mansi Parikh's Wells Fargo Securities Experience September 2011 - October 2014
Job Associate, Strategy and Global Business Development at Verifone
Industry Investment Banking
Experience
Verifone October 2014 - Present
Wells Fargo Securities September 2011 - October 2014
KPMG September 2007 - July 2011
Skills
Market Research, Financial Modeling, Valuation, Financial Analysis, Due Diligence, Investment Banking, Capital Markets, Corporate Finance, Private Equity, Data Analysis, Mergers & Acquisitions, Business Valuation, Fixed Income, Investments, Risk Management, Stata, Finance, Bloomberg Terminal, Analysis, Financial Reporting
Education
University of Southern California 2005 — 2007
BA, Economics
Bard College at Simon's Rock 2003 — 2005
AA, Economics
Verifone October 2014 - Present
Wells Fargo Securities September 2011 - October 2014
KPMG September 2007 - July 2011
Skills
Market Research, Financial Modeling, Valuation, Financial Analysis, Due Diligence, Investment Banking, Capital Markets, Corporate Finance, Private Equity, Data Analysis, Mergers & Acquisitions, Business Valuation, Fixed Income, Investments, Risk Management, Stata, Finance, Bloomberg Terminal, Analysis, Financial Reporting
Education
University of Southern California 2005 — 2007
BA, Economics
Bard College at Simon's Rock 2003 — 2005
AA, Economics
Chintan Dholakia's Wells Fargo Securities Experience December 2013 - Present
Job Infrastructure and Government Financing at Wells Fargo
Industry Investment Banking
Experience
Wells Fargo Securities December 2013 - Present
Ramirez & Co January 2010 - December 2013
Capital Trust (now Blackstone Mortgage Trust) July 2008 - July 2009
JPMorgan July 2007 - June 2008
JPMorgan June 2003 - May 2007
Skills
Investment Banking, Capital Markets, Credit Analysis, Debt, Bonds, DCF, Financial Structuring, LBO, Financial Modeling, Valuation, Investments, Bloomberg, Equities, Private Equity, Due Diligence, Derivatives, Fixed Income, Financial Analysis, Corporate Finance
Education
City University of New York-Baruch College 2003 — 2007
BBA, Finance, Psychology, 3.93 / 4.00
University of Oxford 2006 — 2006
Economics
Wells Fargo Securities December 2013 - Present
Ramirez & Co January 2010 - December 2013
Capital Trust (now Blackstone Mortgage Trust) July 2008 - July 2009
JPMorgan July 2007 - June 2008
JPMorgan June 2003 - May 2007
Skills
Investment Banking, Capital Markets, Credit Analysis, Debt, Bonds, DCF, Financial Structuring, LBO, Financial Modeling, Valuation, Investments, Bloomberg, Equities, Private Equity, Due Diligence, Derivatives, Fixed Income, Financial Analysis, Corporate Finance
Education
City University of New York-Baruch College 2003 — 2007
BBA, Finance, Psychology, 3.93 / 4.00
University of Oxford 2006 — 2006
Economics
Saltstein, Douglas's Wells Fargo Securities Experience July 2003 - February 2014
Job Scotiabank US Convertible Trading and Sales
Industry Financial Services
Experience
Scotiabank September 2014 - Present
Wells Fargo Securities July 2003 - February 2014
Education
Albright College 1990 — 1994
Scotiabank September 2014 - Present
Wells Fargo Securities July 2003 - February 2014
Education
Albright College 1990 — 1994
LaRosa Dansby's Wells Fargo Securities Experience October 2000 - Present
Job Associate at Wachovia
Industry Financial Services
Experience
Wells Fargo Securities October 2000 - Present
Education
Baruch College, City University of New York (CUNY) 1998 — 2002
Wells Fargo Securities October 2000 - Present
Education
Baruch College, City University of New York (CUNY) 1998 — 2002
Tom Nikic, CFA's Wells Fargo Securities Experience October 2015 - Present
Job VP Equity Research at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Securities October 2015 - Present
Sterne Agee November 2011 - Present
Cowen and Company February 2010 - October 2011
Value Line March 2003 - February 2010
Skills
Bloomberg, Capital Markets, Equities, Equity Research, Equity Valuation, Financial Analysis, Financial Modeling, Valuation, Financial Markets, Investments
Education
State University of New York at Binghamton 1998 — 2002
Bachelor of Science (B.S.), Economic Analysis
Wells Fargo Securities October 2015 - Present
Sterne Agee November 2011 - Present
Cowen and Company February 2010 - October 2011
Value Line March 2003 - February 2010
Skills
Bloomberg, Capital Markets, Equities, Equity Research, Equity Valuation, Financial Analysis, Financial Modeling, Valuation, Financial Markets, Investments
Education
State University of New York at Binghamton 1998 — 2002
Bachelor of Science (B.S.), Economic Analysis
Melissa Dress's Wells Fargo Securities Experience March 2011 - Present
Job VP Product Manager at Wells Fargo Institutional Brokerage Services
Industry Banking
Experience
Wells Fargo Securities March 2011 - Present
Wells Fargo Bank, N.A. 1996 - Present
Wells Fargo Securities 2011 - 2011
Wells Fargo September 2002 - September 2008
Bemis Company, Inc. August 1988 - September 1989
Skills
Financial Services, Leadership, Program Management, Corporate Finance, Analysis, Management, Project Management, Loans, Financial Analysis, Credit, Customer Service, New Business Development, Strategic Planning, Risk Management, Securities, Vendor Management, Banking, Portfolio Management, Treasury Management, Cash Management, Payments, Fixed Income, Finance, Strategy, Relationship Management, Business Analysis
Education
Augsburg College 1986 — 1988
BS, Accounting
Wells Fargo Securities March 2011 - Present
Wells Fargo Bank, N.A. 1996 - Present
Wells Fargo Securities 2011 - 2011
Wells Fargo September 2002 - September 2008
Bemis Company, Inc. August 1988 - September 1989
Skills
Financial Services, Leadership, Program Management, Corporate Finance, Analysis, Management, Project Management, Loans, Financial Analysis, Credit, Customer Service, New Business Development, Strategic Planning, Risk Management, Securities, Vendor Management, Banking, Portfolio Management, Treasury Management, Cash Management, Payments, Fixed Income, Finance, Strategy, Relationship Management, Business Analysis
Education
Augsburg College 1986 — 1988
BS, Accounting
Ian Byer's Wells Fargo Securities Experience January 2005 - Present
Job Interest Rates Option Trader at Wells Fargo
Industry Investment Banking
Experience
Wells Fargo Securities January 2005 - Present
Skills
Series 7, Series 63, Series 3, Python, C, C++, Objective-C, Java, VBA, PHP, LAMP, iPhone development, Android, Banking, Interest Rate...
Education
Appalachian State University 2000 — 2004
BS, Computer Science
Wells Fargo Securities January 2005 - Present
Skills
Series 7, Series 63, Series 3, Python, C, C++, Objective-C, Java, VBA, PHP, LAMP, iPhone development, Android, Banking, Interest Rate...
Education
Appalachian State University 2000 — 2004
BS, Computer Science
Puneet Chandhok's Wells Fargo Securities Experience 2011 - Present
Job Managing Director at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo February 2014 - Present
Wells Fargo Securities 2011 - Present
Wells Fargo 2010 - Present
Wachovia, A Wells Fargo Company December 2009 - Present
Credit Suisse September 2007 - February 2009
Banc of America Securities 2004 - 2007
Bank of America Merrill Lynch 2004 - 2007
Bank of America 1999 - 2004
Education
Bentley University 1995 — 1999
Amierican International School of Kuwait 1993 — 1995
Wells Fargo February 2014 - Present
Wells Fargo Securities 2011 - Present
Wells Fargo 2010 - Present
Wachovia, A Wells Fargo Company December 2009 - Present
Credit Suisse September 2007 - February 2009
Banc of America Securities 2004 - 2007
Bank of America Merrill Lynch 2004 - 2007
Bank of America 1999 - 2004
Education
Bentley University 1995 — 1999
Amierican International School of Kuwait 1993 — 1995
Brendan Metrano, CFA's Wells Fargo Securities Experience 2006 - 2013
Job Director at Evercore Partners (Evercore ISI)
Industry Investment Banking
Experience
ISI Group 2013 - Present
Wells Fargo Securities 2006 - 2013
Banc of America Securities 2005 - 2006
Lehman Brothers 2000 - 2002
Skills
Equities, Valuation, Financial Modeling
Education
Columbia University - Columbia Business School 2003 — 2005
MBA, Finance
Bentley University 1989 — 1993
BS, Economics and Finance
ISI Group 2013 - Present
Wells Fargo Securities 2006 - 2013
Banc of America Securities 2005 - 2006
Lehman Brothers 2000 - 2002
Skills
Equities, Valuation, Financial Modeling
Education
Columbia University - Columbia Business School 2003 — 2005
MBA, Finance
Bentley University 1989 — 1993
BS, Economics and Finance
Parithi Chithambaram's Wells Fargo Securities Experience October 2013 - July 2014
Job Apps Systems Engineer @ Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo Securities October 2013 - July 2014
CSC January 2013 - October 2013
Bank of America May 2011 - January 2013
Infinity Software Development Inc February 2006 - April 2011
Florida Department of Law Enforcement February 2006 - April 2011
VeriSign 2001 - 2006
Mphasis 2000 - 2006
Mphasis an EDS Company 2000 - 2006
TCGIvega 1998 - 2000
Skills
Java, Web Services, Tomcat, SOA, Weblogic, Websphere, Oracle, Spring, PL/SQL, Struts, JSP, XML, Hibernate, SDLC, EJB, IBM DataPower, RESTful WebServices, DataPower, Linux, Integration, JBoss Application Server, Microsoft SQL Server, Java Enterprise Edition, JavaScript, SOAP, Enterprise Architecture, Project Management, Software Development, J2EE Application..., Agile Methodologies, Servlets, JMS, XSLT, AJAX, Java Web Services, Databases, JDBC, Web Applications, DB2, HTML, ESB, ION Trading Platform, Oracle Coherence, Capital Markets, Solace, JIRA, Jenkins, Github, Tortoise SVN, Anthill
Education
Alagappa University 1996 — 1998
M.Sc., Computer Science
Madurai Kamaraj University 1993 — 1996
B.Sc., Computer Science
Wells Fargo Securities October 2013 - July 2014
CSC January 2013 - October 2013
Bank of America May 2011 - January 2013
Infinity Software Development Inc February 2006 - April 2011
Florida Department of Law Enforcement February 2006 - April 2011
VeriSign 2001 - 2006
Mphasis 2000 - 2006
Mphasis an EDS Company 2000 - 2006
TCGIvega 1998 - 2000
Skills
Java, Web Services, Tomcat, SOA, Weblogic, Websphere, Oracle, Spring, PL/SQL, Struts, JSP, XML, Hibernate, SDLC, EJB, IBM DataPower, RESTful WebServices, DataPower, Linux, Integration, JBoss Application Server, Microsoft SQL Server, Java Enterprise Edition, JavaScript, SOAP, Enterprise Architecture, Project Management, Software Development, J2EE Application..., Agile Methodologies, Servlets, JMS, XSLT, AJAX, Java Web Services, Databases, JDBC, Web Applications, DB2, HTML, ESB, ION Trading Platform, Oracle Coherence, Capital Markets, Solace, JIRA, Jenkins, Github, Tortoise SVN, Anthill
Education
Alagappa University 1996 — 1998
M.Sc., Computer Science
Madurai Kamaraj University 1993 — 1996
B.Sc., Computer Science
Kayla O'Malley, MBA, CIA's Wells Fargo Securities Experience June 2015 - Present
Job VP Asset Backed Finance
Industry Banking
Experience
Wells Fargo Securities June 2015 - Present
Wells Fargo Securities August 2013 - June 2015
Wells Fargo September 2012 - August 2013
Wells Fargo June 2010 - September 2012
Wells Fargo January 2009 - June 2010
Wachovia June 2007 - January 2009
Skills
Risk Management, Internal Audit, Financial Risk, Enterprise Risk..., Auditing, Data Analysis, Financial Analysis, Leadership, Operational Risk..., Operational Risk, Internal Controls, Financial Services
Education
Appalachian State University 2006 — 2007
MBA
Appalachian State University 2002 — 2006
BSBA, Business Management, Hospitality and Tourism Management
Wells Fargo Securities June 2015 - Present
Wells Fargo Securities August 2013 - June 2015
Wells Fargo September 2012 - August 2013
Wells Fargo June 2010 - September 2012
Wells Fargo January 2009 - June 2010
Wachovia June 2007 - January 2009
Skills
Risk Management, Internal Audit, Financial Risk, Enterprise Risk..., Auditing, Data Analysis, Financial Analysis, Leadership, Operational Risk..., Operational Risk, Internal Controls, Financial Services
Education
Appalachian State University 2006 — 2007
MBA
Appalachian State University 2002 — 2006
BSBA, Business Management, Hospitality and Tourism Management
Paul Wren's Wells Fargo Securities Experience July 2007 - Present
Job Investment Banker
Industry Investment Banking
Experience
Wells Fargo Securities July 2007 - Present
IBM May 2000 - July 2007
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
Master of Business Administration (MBA)
Baylor University 1996 — 2000
BBA, Finance and MIS
Wells Fargo Securities July 2007 - Present
IBM May 2000 - July 2007
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
Master of Business Administration (MBA)
Baylor University 1996 — 2000
BBA, Finance and MIS
Manideep Chagarlamudi's Wells Fargo Securities Experience January 2015 - Present
Job Capital Markets Apps System Engineer at Wells Fargo Securities
Industry Computer Software
Experience
Wells Fargo Securities January 2015 - Present
Wells Fargo Securities March 2011 - January 2015
ALL Student Loan December 2009 - April 2011
ALL Student Loan January 2008 - December 2009
University of Arkansas May 2006 - December 2007
Skills
C#, WinForms, WPF, MVVM, Prism, Oracle Coherence, SSIS, Data Warehousing, SSRS, Web Services, ASP.NET, VB.NET, Relational Databases, Microsoft SQL Server, SQL, Business Intelligence, ETL, XML, OLAP, Data Modeling, PL/SQL, Dimensional Modeling, Crystal Reports, .NET, Testing, Visual Studio, LINQ, SOA
Education
University of Arkansas at Fayetteville 2005 — 2007
M.S, Computer Science
Acharya Nagarjuna Vishwavidhyalayamu 2001 — 2005
Bachelor of Technology, Computer Science
Wells Fargo Securities January 2015 - Present
Wells Fargo Securities March 2011 - January 2015
ALL Student Loan December 2009 - April 2011
ALL Student Loan January 2008 - December 2009
University of Arkansas May 2006 - December 2007
Skills
C#, WinForms, WPF, MVVM, Prism, Oracle Coherence, SSIS, Data Warehousing, SSRS, Web Services, ASP.NET, VB.NET, Relational Databases, Microsoft SQL Server, SQL, Business Intelligence, ETL, XML, OLAP, Data Modeling, PL/SQL, Dimensional Modeling, Crystal Reports, .NET, Testing, Visual Studio, LINQ, SOA
Education
University of Arkansas at Fayetteville 2005 — 2007
M.S, Computer Science
Acharya Nagarjuna Vishwavidhyalayamu 2001 — 2005
Bachelor of Technology, Computer Science
Jamie Hewitt (Kaminski)'s Wells Fargo Securities Experience 2011 - Present
Job Director at Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo Securities 2011 - Present
Wachovia Bank 2000 - 2011
Wachovia, A Wells Fargo Company 2009 - 2010
Lockheed Martin October 1999 - May 2000
Rapid Response June 1995 - August 1999
Education
Binghamton University 1998 — 2000
MBA, Finance
Hobart and William Smith Colleges 1995 — 1998
BA, Economics
Liverpool High School 1991 — 1995
1995
Wells Fargo Securities 2011 - Present
Wachovia Bank 2000 - 2011
Wachovia, A Wells Fargo Company 2009 - 2010
Lockheed Martin October 1999 - May 2000
Rapid Response June 1995 - August 1999
Education
Binghamton University 1998 — 2000
MBA, Finance
Hobart and William Smith Colleges 1995 — 1998
BA, Economics
Liverpool High School 1991 — 1995
1995
Sean O'Farrell's Wells Fargo Securities Experience March 2012 - Present
Job Director at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities March 2012 - Present
Wells Fargo January 2010 - Present
Wells Fargo Securities 1998 - Present
Skills
Series 7, Brokerage operations - ...
Education
Anoka Ramsey Community College 1987 — 1991
Wells Fargo Securities March 2012 - Present
Wells Fargo January 2010 - Present
Wells Fargo Securities 1998 - Present
Skills
Series 7, Brokerage operations - ...
Education
Anoka Ramsey Community College 1987 — 1991
Andrea Vercruysse's Wells Fargo Securities Experience February 2008 - October 2011
Job Senior Analyst at Wells Fargo Global Fund Services
Industry Investment Banking
Experience
Wells Fargo Global Fund Services October 2013 - Present
Wells Fargo Global Fund Services August 2012 - October 2013
Wells Fargo Advisors October 2011 - August 2012
Wells Fargo Securities February 2008 - October 2011
Wells Fargo Institutional Brokerage February 2006 - February 2008
Wells Fargo Bank May 2005 - February 2006
Wells Fargo Bank November 2004 - May 2005
Augustana College August 2001 - August 2003
Blair YMCA May 2001 - August 2002
Blair YMCA May 1996 - August 2002
Skills
Microsoft Excel, Bloomberg Terminal, Bloomberg API, Microsoft Office, Bloomberg Data License, Microsoft Word, Customer Service, Bloomberg, Showcase Query, SQL, Technical Documentation, Analytic Problem Solving, Troubleshooting
Education
Augustana College (SD) 2000 — 2004
Bachelor of Arts, Mathematics; Music
Wells Fargo Global Fund Services October 2013 - Present
Wells Fargo Global Fund Services August 2012 - October 2013
Wells Fargo Advisors October 2011 - August 2012
Wells Fargo Securities February 2008 - October 2011
Wells Fargo Institutional Brokerage February 2006 - February 2008
Wells Fargo Bank May 2005 - February 2006
Wells Fargo Bank November 2004 - May 2005
Augustana College August 2001 - August 2003
Blair YMCA May 2001 - August 2002
Blair YMCA May 1996 - August 2002
Skills
Microsoft Excel, Bloomberg Terminal, Bloomberg API, Microsoft Office, Bloomberg Data License, Microsoft Word, Customer Service, Bloomberg, Showcase Query, SQL, Technical Documentation, Analytic Problem Solving, Troubleshooting
Education
Augustana College (SD) 2000 — 2004
Bachelor of Arts, Mathematics; Music
Bjorn Reigle's Wells Fargo Securities Experience May 2007 - Present
Job Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities May 2007 - Present
Public Financial Management June 2004 - May 2007
Skills
Financial Modeling, Fixed Income, Capital Markets, Financial Services, Investment Banking, Financial Analysis, Series 7, Bonds, Finance, Credit Analysis, Credit
Education
Albright College 2000 — 2004
Bachelor of Science (B.S.), Finance, General
Wells Fargo Securities May 2007 - Present
Public Financial Management June 2004 - May 2007
Skills
Financial Modeling, Fixed Income, Capital Markets, Financial Services, Investment Banking, Financial Analysis, Series 7, Bonds, Finance, Credit Analysis, Credit
Education
Albright College 2000 — 2004
Bachelor of Science (B.S.), Finance, General
Micah Goldin's Wells Fargo Securities Experience July 2014 - August 2015
Job Senior Consultant at Carlisle & Gallagher Consulting Group, Inc.
Industry Wholesale
Experience
Carlisle & Gallagher Consulting Group, Inc. August 2015 - Present
Wells Fargo Securities July 2014 - August 2015
Wells Fargo Securities February 2011 - July 2014
Wachovia, A Wells Fargo Company September 2007 - February 2011
Skills
Bloomberg, Capital Markets, Financial Risk, Series 7, Portfolio Management, Business Requirements, User Acceptance Testing, FINRA, Investment Banking, Fixed Income, Middle Office, Credit, AML, Securities, Equity Derivatives, Anti Money Laundering, Financial Services, Risk Management, Management, Banking, Leadership
Education
Alfred University
Carlisle & Gallagher Consulting Group, Inc. August 2015 - Present
Wells Fargo Securities July 2014 - August 2015
Wells Fargo Securities February 2011 - July 2014
Wachovia, A Wells Fargo Company September 2007 - February 2011
Skills
Bloomberg, Capital Markets, Financial Risk, Series 7, Portfolio Management, Business Requirements, User Acceptance Testing, FINRA, Investment Banking, Fixed Income, Middle Office, Credit, AML, Securities, Equity Derivatives, Anti Money Laundering, Financial Services, Risk Management, Management, Banking, Leadership
Education
Alfred University
Michelle DeVane-Brown's Wells Fargo Securities Experience April 2012 - Present
Job PMO and IT Shared Services Executive
Industry Information Technology and Services
Experience
Wells Fargo Securities April 2012 - Present
Booz Allen Hamilton 1992 - 2012
MITRE 1990 - 1992
PSI International 1989 - 1990
Skills
PMO, PMP, Project Portfolio..., IT Governance, Program Management, Resource Management, Portfolio Management, IT Service Management, Change Management, Strategic Planning, Demand Management, Process Improvement, Business Relationship..., Resource Development, Thought Leadership, Cross-functional Team..., Mentoring, Project Delivery, Team Building, Business Process..., Governance, Analysis, Management, Business Analysis, IT Strategy
Education
American University 1991 — 1993
M.S., Management Information Systems
Virginia Polytechnic Institute and State University 1981 — 1985
B.A., Broadcast Communications
Wells Fargo Securities April 2012 - Present
Booz Allen Hamilton 1992 - 2012
MITRE 1990 - 1992
PSI International 1989 - 1990
Skills
PMO, PMP, Project Portfolio..., IT Governance, Program Management, Resource Management, Portfolio Management, IT Service Management, Change Management, Strategic Planning, Demand Management, Process Improvement, Business Relationship..., Resource Development, Thought Leadership, Cross-functional Team..., Mentoring, Project Delivery, Team Building, Business Process..., Governance, Analysis, Management, Business Analysis, IT Strategy
Education
American University 1991 — 1993
M.S., Management Information Systems
Virginia Polytechnic Institute and State University 1981 — 1985
B.A., Broadcast Communications
Ed Kacic's Wells Fargo Securities Experience October 2014 - Present
Job Equity Derivatives at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Securities October 2014 - Present
Deutsche Bank September 2009 - April 2015
Deutsche Bank October 2006 - September 2009
Deutsche Bank January 2005 - October 2006
Deutsche Bank October 2004 - January 2005
North Shore-LIJ Health System February 2002 - February 2004
Flooz.com January 2000 - January 2001
Skills
Equities, Derivatives, Middle Office, Swaps, Prime Brokerage, Options, Capital Markets, Hedge Funds, Equity Derivatives, Structured Products, Back Office, Trading
Education
Adelphi University
MBA, finance
Wells Fargo Securities October 2014 - Present
Deutsche Bank September 2009 - April 2015
Deutsche Bank October 2006 - September 2009
Deutsche Bank January 2005 - October 2006
Deutsche Bank October 2004 - January 2005
North Shore-LIJ Health System February 2002 - February 2004
Flooz.com January 2000 - January 2001
Skills
Equities, Derivatives, Middle Office, Swaps, Prime Brokerage, Options, Capital Markets, Hedge Funds, Equity Derivatives, Structured Products, Back Office, Trading
Education
Adelphi University
MBA, finance
Abed Nassar's Wells Fargo Securities Experience January 2012 - Present
Job Capital Market Middle Office Analyst at Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo Securities January 2012 - Present
Wells Fargo Securities January 2011 - January 2012
Wells Fargo Securities January 2010 - January 2011
Wachovia, A Wells Fargo Company May 2008 - March 2009
Skills
Algorithm Collateral..., OAQ, Bloomberg, Portfolio System, Microsoft Office, Trading System, Calypso, Business Analysis, Data Analysis, Financial Accounting, Financial Reporting, Reconciliation, P&L reconciliation, P&L Analysis, Risk Analysis, Data Reconciliation, Creative Problem Solving, Process Enhancement, Production Enhancement, Project Management, Project Delivery, Project Coordination, QuickBooks, Financial Modeling, Financial Analysis, Finance, Capital Markets, Auditing, Accounting, Account Reconciliation, Accounts Payable, Microsoft Excel, Strategic Financial..., Tax, Options, Financial Statement..., Financial Audits, Product Control, Financial Planning, Middle Office
Education
HULT International Business School 2008 — 2008
Master of Business Administration (MBA), Finance, General, 3.55 GPA
American University of Beirut 2005 — 2007
Bachelor of Business Administration (BBA), Financial Accounting
Central Piedmont Community College 2002 — 2004
Transfer Program to American University of Beirut, Business Administration and Management, General, 3.2 GPA
Wells Fargo Securities January 2012 - Present
Wells Fargo Securities January 2011 - January 2012
Wells Fargo Securities January 2010 - January 2011
Wachovia, A Wells Fargo Company May 2008 - March 2009
Skills
Algorithm Collateral..., OAQ, Bloomberg, Portfolio System, Microsoft Office, Trading System, Calypso, Business Analysis, Data Analysis, Financial Accounting, Financial Reporting, Reconciliation, P&L reconciliation, P&L Analysis, Risk Analysis, Data Reconciliation, Creative Problem Solving, Process Enhancement, Production Enhancement, Project Management, Project Delivery, Project Coordination, QuickBooks, Financial Modeling, Financial Analysis, Finance, Capital Markets, Auditing, Accounting, Account Reconciliation, Accounts Payable, Microsoft Excel, Strategic Financial..., Tax, Options, Financial Statement..., Financial Audits, Product Control, Financial Planning, Middle Office
Education
HULT International Business School 2008 — 2008
Master of Business Administration (MBA), Finance, General, 3.55 GPA
American University of Beirut 2005 — 2007
Bachelor of Business Administration (BBA), Financial Accounting
Central Piedmont Community College 2002 — 2004
Transfer Program to American University of Beirut, Business Administration and Management, General, 3.2 GPA
Peter Bryan's Wells Fargo Securities Experience January 2011 - Present
Job Director at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities January 2011 - Present
Wachovia, a Wells Fargo Company October 2005 - December 2010
Morgan Stanley January 1993 - October 2005
Nomura Research Institute of America 1990 - 1993
Skills
Derivatives, Middle Office, Series 7, Trading, Structured Products, Equities, Fixed Income, Risk Management, Financial Services, Settlement, Commodity, Capital Markets, Investments, Banking, Bloomberg, Securities, Investment Banking
Education
Baruch College, City University of New York (CUNY) 1992 — 1996
MBA, Finance and Investments
State University of New York at Buffalo - School of Management 1986 — 1990
BS, Accounting
Wells Fargo Securities January 2011 - Present
Wachovia, a Wells Fargo Company October 2005 - December 2010
Morgan Stanley January 1993 - October 2005
Nomura Research Institute of America 1990 - 1993
Skills
Derivatives, Middle Office, Series 7, Trading, Structured Products, Equities, Fixed Income, Risk Management, Financial Services, Settlement, Commodity, Capital Markets, Investments, Banking, Bloomberg, Securities, Investment Banking
Education
Baruch College, City University of New York (CUNY) 1992 — 1996
MBA, Finance and Investments
State University of New York at Buffalo - School of Management 1986 — 1990
BS, Accounting
Murali Garlapati's Wells Fargo Securities Experience January 2009 - Present
Job Assistant Vice President at Wells Fargo Securities
Industry Computer Software
Experience
Wells Fargo Securities January 2009 - Present
Goldman Sachs June 2006 - December 2008
Vodafone 2004 - 2006
Skills
Sybase, SOA, SDLC, Agile Methodologies, Java, Spring, Perl, Unix, SQL, C++, Software Project..., Unix Shell Scripting, Requirements Analysis, Java Enterprise Edition, Business Analysis, Web Services
Education
Arizona State University 2001 — 2003
Master, Computer Science
National Institute of Technology Warangal 1997 — 2001
Bachelors of technology, Electrical and Electronics Engineering
St.Peters Central public School
Wells Fargo Securities January 2009 - Present
Goldman Sachs June 2006 - December 2008
Vodafone 2004 - 2006
Skills
Sybase, SOA, SDLC, Agile Methodologies, Java, Spring, Perl, Unix, SQL, C++, Software Project..., Unix Shell Scripting, Requirements Analysis, Java Enterprise Edition, Business Analysis, Web Services
Education
Arizona State University 2001 — 2003
Master, Computer Science
National Institute of Technology Warangal 1997 — 2001
Bachelors of technology, Electrical and Electronics Engineering
St.Peters Central public School
Andrew Schremp's Wells Fargo Securities Experience April 2009 - August 2011
Job Digital Health Technology Entrepreneur Founder / CEO of Health Sqyre
Industry Hospital & Health Care
Experience
Health Sqyre May 2015 - Present
Easy Breathe, Inc. July 2013 - December 2014
Creation Capital Partners July 2011 - April 2013
Wells Fargo Securities April 2009 - August 2011
Barrington Associates August 2008 - March 2009
Northwestern Mutual May 2006 - August 2006
Dividend Capital June 2005 - August 2005
Harrow Sports May 2004 - August 2004
Skills
Financial Modeling, Excel, PowerPoint, Capital IQ, Bloomberg, Factset, Quickbooks, Word, Valuation, Microsoft Excel, Investments, Mergers & Acquisitions, Business Development, Financial Analysis
Education
Amherst College 2004 — 2008
Bachelor of Arts (B.A.), Economics
The Blake School 2001 — 2004
J.K. Mullen High School 2000 — 2001
Health Sqyre May 2015 - Present
Easy Breathe, Inc. July 2013 - December 2014
Creation Capital Partners July 2011 - April 2013
Wells Fargo Securities April 2009 - August 2011
Barrington Associates August 2008 - March 2009
Northwestern Mutual May 2006 - August 2006
Dividend Capital June 2005 - August 2005
Harrow Sports May 2004 - August 2004
Skills
Financial Modeling, Excel, PowerPoint, Capital IQ, Bloomberg, Factset, Quickbooks, Word, Valuation, Microsoft Excel, Investments, Mergers & Acquisitions, Business Development, Financial Analysis
Education
Amherst College 2004 — 2008
Bachelor of Arts (B.A.), Economics
The Blake School 2001 — 2004
J.K. Mullen High School 2000 — 2001
Deepa Anvekar ,PMP's Wells Fargo Securities Experience May 2015 - Present
Job Vice President at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities May 2015 - Present
Deutsche Bank June 2004 - May 2015
CGI June 2007 - June 2010
CGI 2002 - 2009
Skills
Sybase, Business Requirements, Erwin, SDLC, Actuate, oracle sql, SQL, Oracle, Data Warehousing, Business Intelligence, Data Modeling, Microsoft SQL Server, Informatica, Business Objects, ETL, PL/SQL, Actuate Report, Requirements Analysis, Enterprise Architecture, Weblogic, Requirements Gathering, SOA, Unix Shell Scripting, Data Integration, Solution Architecture, Agile Methodologies, Actuate Reporting, Unix, Software Project...
Education
B. M. S. College of Engineering 1999 — 2002
BE, Information Technology
mount carmel college bangalore 1995 — 1997
Wells Fargo Securities May 2015 - Present
Deutsche Bank June 2004 - May 2015
CGI June 2007 - June 2010
CGI 2002 - 2009
Skills
Sybase, Business Requirements, Erwin, SDLC, Actuate, oracle sql, SQL, Oracle, Data Warehousing, Business Intelligence, Data Modeling, Microsoft SQL Server, Informatica, Business Objects, ETL, PL/SQL, Actuate Report, Requirements Analysis, Enterprise Architecture, Weblogic, Requirements Gathering, SOA, Unix Shell Scripting, Data Integration, Solution Architecture, Agile Methodologies, Actuate Reporting, Unix, Software Project...
Education
B. M. S. College of Engineering 1999 — 2002
BE, Information Technology
mount carmel college bangalore 1995 — 1997
Ira Penza's Wells Fargo Securities Experience March 2013 - Present
Job Vice President at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities March 2013 - Present
Wachovia Securities, LLC June 2008 - August 2008
PHH Mortgage April 2006 - June 2007
PHH Mortgage March 2005 - March 2006
Skills
Investments, Valuation, Business Strategy, Finance, Financial Modeling, Strategy, Corporate Finance, Financial Analysis, Capital Markets, Due Diligence, Bloomberg, Portfolio Management, Analysis, Investment Banking, Management Consulting, Mergers & Acquisitions
Education
Georgetown University - The McDonough School of Business 2007 — 2009
American College of Sofia
American University in Bulgaria
Wells Fargo Securities March 2013 - Present
Wachovia Securities, LLC June 2008 - August 2008
PHH Mortgage April 2006 - June 2007
PHH Mortgage March 2005 - March 2006
Skills
Investments, Valuation, Business Strategy, Finance, Financial Modeling, Strategy, Corporate Finance, Financial Analysis, Capital Markets, Due Diligence, Bloomberg, Portfolio Management, Analysis, Investment Banking, Management Consulting, Mergers & Acquisitions
Education
Georgetown University - The McDonough School of Business 2007 — 2009
American College of Sofia
American University in Bulgaria
Kimberly Reeves's Wells Fargo Securities Experience June 2015 - Present
Job at
Industry Banking
Experience
Wells Fargo Securities June 2015 - Present
Wells Fargo March 2015 - June 2015
Wells Fargo March 2014 - March 2015
Wells Fargo August 2011 - March 2014
Wells Fargo March 2010 - August 2011
Wachovia June 2008 - August 2008
Education
Appalachian State University 2005 — 2009
BSBA, Management, International Business, Political Science
Fachhochschule Vorarlberg
International Entrepreneurship
Fudan University
Business
Wells Fargo Securities June 2015 - Present
Wells Fargo March 2015 - June 2015
Wells Fargo March 2014 - March 2015
Wells Fargo August 2011 - March 2014
Wells Fargo March 2010 - August 2011
Wachovia June 2008 - August 2008
Education
Appalachian State University 2005 — 2009
BSBA, Management, International Business, Political Science
Fachhochschule Vorarlberg
International Entrepreneurship
Fudan University
Business
Nadeem Patric's Wells Fargo Securities Experience September 2013 - Present
Job AVP Prime Services, Business Operations Support
Industry Financial Services
Experience
Wells Fargo Securities September 2013 - Present
Credit Suisse September 2010 - September 2013
PSL Group April 2010 - September 2010
Bank of America Global Banking October 2009 - April 2010
Deutsche Bank August 2008 - July 2009
Morgan Stanley August 2006 - August 2008
Harris Interactive 2005 - 2006
All Global November 2004 - April 2005
Skills
Prime Brokerage, Equities, Hedge Funds, Middle Office, Project Management, Bloomberg, Options, Trading, Bonds, Securities, Back Office, Banking, Corporate Actions, Portfolio Management, Trading Systems
Education
Baruch College, City University of New York (CUNY) 1999 — 2002
BA, Computer Information Systems
Wells Fargo Securities September 2013 - Present
Credit Suisse September 2010 - September 2013
PSL Group April 2010 - September 2010
Bank of America Global Banking October 2009 - April 2010
Deutsche Bank August 2008 - July 2009
Morgan Stanley August 2006 - August 2008
Harris Interactive 2005 - 2006
All Global November 2004 - April 2005
Skills
Prime Brokerage, Equities, Hedge Funds, Middle Office, Project Management, Bloomberg, Options, Trading, Bonds, Securities, Back Office, Banking, Corporate Actions, Portfolio Management, Trading Systems
Education
Baruch College, City University of New York (CUNY) 1999 — 2002
BA, Computer Information Systems
Jonathan Walton's Wells Fargo Securities Experience June 2012 - Present
Job Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2012 - Present
Credit Suisse June 2011 - August 2011
UBS Wealth Management June 2010 - August 2010
Sponsors for Educational Opportunity June 2010 - August 2010
Skills
Valuation, Financial Modeling, Bloomberg, Equity Research, Capital IQ, Bloomberg Terminal, Investment Banking, Equities, Fixed Income, Financial Analysis, Capital Markets, Equity Valuation, DCF, Investments, Economics, Corporate Finance, Fixed Income Analysis, Hedge Funds, LBO, Portfolio Management, Alternative Investments, Private Equity
Education
Bentley University 2008 — 2012
Bachelor of Science (B.S.), Finance
Wells Fargo Securities June 2012 - Present
Credit Suisse June 2011 - August 2011
UBS Wealth Management June 2010 - August 2010
Sponsors for Educational Opportunity June 2010 - August 2010
Skills
Valuation, Financial Modeling, Bloomberg, Equity Research, Capital IQ, Bloomberg Terminal, Investment Banking, Equities, Fixed Income, Financial Analysis, Capital Markets, Equity Valuation, DCF, Investments, Economics, Corporate Finance, Fixed Income Analysis, Hedge Funds, LBO, Portfolio Management, Alternative Investments, Private Equity
Education
Bentley University 2008 — 2012
Bachelor of Science (B.S.), Finance
William Luther's Wells Fargo Securities Experience March 2009 - Present
Job Managing Director at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities March 2009 - Present
Wachovia Securities, LLC 2000 - 2009
First Union Capital Markets 2000 - 2006
Skills
Capital Markets, Valuation, LBO, Investment Banking, Leveraged Finance, Private Equity, Portfolio Management
Education
Auburn University 1980 — 1984
BS, Economics
Wells Fargo Securities March 2009 - Present
Wachovia Securities, LLC 2000 - 2009
First Union Capital Markets 2000 - 2006
Skills
Capital Markets, Valuation, LBO, Investment Banking, Leveraged Finance, Private Equity, Portfolio Management
Education
Auburn University 1980 — 1984
BS, Economics
Mahesh Jambulingam Jayaprakash's Wells Fargo Securities Experience July 2013 - Present
Job Project Manager at Cognizant Technology Solutions
Industry Outsourcing/Offshoring
Experience
Wells Fargo Securities July 2013 - Present
Cognizant Technology Solutions April 2005 - Present
BNY Mellon October 2007 - June 2013
CG-VAK Software & Exports Ltd September 2003 - March 2005
Skills
ASP.NET, ASP.NET AJAX, C#.NET, VB.NET, jQuery, LINQ, JavaScript, HTML, XML, WCF, Log4Net, Microsoft SQL Server, SQL Server Management..., CA Harvest, Crystal Reports, SSRS, Erwin, Visio, Onsite-Offshore..., Project Status Reporting, Team Leadership, Distributed Team..., Financial Services, Log4j, SQL, PL/SQL, Requirements Gathering, Databases, Web Services, C#, SDLC, .NET
Education
Bharathiar University 1999 — 2003
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
Wells Fargo Securities July 2013 - Present
Cognizant Technology Solutions April 2005 - Present
BNY Mellon October 2007 - June 2013
CG-VAK Software & Exports Ltd September 2003 - March 2005
Skills
ASP.NET, ASP.NET AJAX, C#.NET, VB.NET, jQuery, LINQ, JavaScript, HTML, XML, WCF, Log4Net, Microsoft SQL Server, SQL Server Management..., CA Harvest, Crystal Reports, SSRS, Erwin, Visio, Onsite-Offshore..., Project Status Reporting, Team Leadership, Distributed Team..., Financial Services, Log4j, SQL, PL/SQL, Requirements Gathering, Databases, Web Services, C#, SDLC, .NET
Education
Bharathiar University 1999 — 2003
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
Jonathan Lowman's Wells Fargo Securities Experience May 2015 - Present
Job
Industry Computer Software
Experience
Wells Fargo Securities May 2015 - Present
Signature Consultants -- Wells Fargo Securities November 2014 - May 2015
Signature Consultants – Bank of America May 2013 - November 2014
Guilford Technical Community College September 2011 - May 2013
Law Enforcement Services, Inc. September 2006 - August 2011
Keystone Marketing Company, Inc. October 2005 - September 2006
Offutt Systems May 2004 - October 2005
Integrated Solutions International June 2002 - April 2004
Carolinas Healthcare System May 2001 - January 2002
Education
East Carolina University 2008 — 2010
MS, Software Engineering
Appalachian State University 1998 — 2002
Bachelor of Science, Computer Science
Wells Fargo Securities May 2015 - Present
Signature Consultants -- Wells Fargo Securities November 2014 - May 2015
Signature Consultants – Bank of America May 2013 - November 2014
Guilford Technical Community College September 2011 - May 2013
Law Enforcement Services, Inc. September 2006 - August 2011
Keystone Marketing Company, Inc. October 2005 - September 2006
Offutt Systems May 2004 - October 2005
Integrated Solutions International June 2002 - April 2004
Carolinas Healthcare System May 2001 - January 2002
Education
East Carolina University 2008 — 2010
MS, Software Engineering
Appalachian State University 1998 — 2002
Bachelor of Science, Computer Science
Farah D. Saint Jean's Wells Fargo Securities Experience December 2014 - Present
Job Asset Backed Finance Sales
Industry Capital Markets
Experience
Wells Fargo Securities December 2014 - Present
Wells Fargo Securities February 2012 - December 2014
Banc of America Securities LLC October 2004 - December 2010
Quick & Reilly June 1997 - September 2004
Fleet Securities, Inc. August 1993 - June 1997
Skills
Sales, Capital Markets, Securities, Fixed Income, Portfolio Management, Trading, Series 63, Series 7, Bonds, Bloomberg, Alternative Investments
Education
Baruch College, City University of New York (CUNY)
Wells Fargo Securities December 2014 - Present
Wells Fargo Securities February 2012 - December 2014
Banc of America Securities LLC October 2004 - December 2010
Quick & Reilly June 1997 - September 2004
Fleet Securities, Inc. August 1993 - June 1997
Skills
Sales, Capital Markets, Securities, Fixed Income, Portfolio Management, Trading, Series 63, Series 7, Bonds, Bloomberg, Alternative Investments
Education
Baruch College, City University of New York (CUNY)
Dennis E Golem's Wells Fargo Securities Experience May 2007 - Present
Job Director,Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities May 2007 - Present
Nat City Investments 1994 - 2007
McDonald & Company Securuties June 1990 - December 1994
Skills
Investments, Banking, Series 7, Strategic Planning, Bonds
Education
Cleveland State University 1971 — 1974
MS, Urban Studies
Baldwin Wallace University 1967 — 1971
BA, History
Wells Fargo Securities May 2007 - Present
Nat City Investments 1994 - 2007
McDonald & Company Securuties June 1990 - December 1994
Skills
Investments, Banking, Series 7, Strategic Planning, Bonds
Education
Cleveland State University 1971 — 1974
MS, Urban Studies
Baldwin Wallace University 1967 — 1971
BA, History
Paul Terrigno's Wells Fargo Securities Experience January 2014 - Present
Job Capital Markets Analyst
Industry Financial Services
Experience
Wells Fargo Securities January 2014 - Present
Wells Fargo May 2012 - 2013
Merrill Lynch February 2010 - March 2012
Vanguard 2007 - 2009
Thomson Reuters 2006 - 2007
Skills
Series 7, Alternative Investments, Series 63, Fixed Income, Equities, Portfolio Management, Wealth Management, Derivatives, Mutual Funds, Bloomberg, Investments, Capital Markets, Hedge Funds, Financial Modeling, Structured Products, Investment Banking, Trading Systems, Asset Allocation, Securities, Asset Managment, Series 65, Series 6
Education
Arizona State University, W. P. Carey School of Business 2001 — 2006
Bachelor of Science (BS), Accounting
Pierson High Scool 1997 — 2001
Wells Fargo Securities January 2014 - Present
Wells Fargo May 2012 - 2013
Merrill Lynch February 2010 - March 2012
Vanguard 2007 - 2009
Thomson Reuters 2006 - 2007
Skills
Series 7, Alternative Investments, Series 63, Fixed Income, Equities, Portfolio Management, Wealth Management, Derivatives, Mutual Funds, Bloomberg, Investments, Capital Markets, Hedge Funds, Financial Modeling, Structured Products, Investment Banking, Trading Systems, Asset Allocation, Securities, Asset Managment, Series 65, Series 6
Education
Arizona State University, W. P. Carey School of Business 2001 — 2006
Bachelor of Science (BS), Accounting
Pierson High Scool 1997 — 2001
Keith Mayer's Wells Fargo Securities Experience April 2004 - February 2006
Job Client Services Manager at EdgeRock Technology Partners
Industry Financial Services
Experience
EdgeRock Technology Partners April 2014 - Present
Independent Consultant May 2011 - Present
The Benchmark Company April 2009 - May 2011
The Stanford Group February 2006 - April 2009
Wells Fargo Securities April 2004 - February 2006
Skills
Equities, Asset Management, Start-ups, Equity Research, Series 7, Sales, Hedge Funds, Investments, Financial Modeling, Securities, Portfolio Management, Alternative Investments, Management, Valuation, Bloomberg
Education
Amherst College 1985 — 1989
B.A., History & Political Science
EdgeRock Technology Partners April 2014 - Present
Independent Consultant May 2011 - Present
The Benchmark Company April 2009 - May 2011
The Stanford Group February 2006 - April 2009
Wells Fargo Securities April 2004 - February 2006
Skills
Equities, Asset Management, Start-ups, Equity Research, Series 7, Sales, Hedge Funds, Investments, Financial Modeling, Securities, Portfolio Management, Alternative Investments, Management, Valuation, Bloomberg
Education
Amherst College 1985 — 1989
B.A., History & Political Science
Molly Dedmon's Wells Fargo Securities Experience May 2012 - Present
Job Capital Markets Middle Office Analyst at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities May 2012 - Present
Wells Fargo Securities May 2011 - April 2012
Provident Funding Associates L.P. September 2010 - May 2011
Skills
Investments, Capital Markets, Credit, Banking, Insurance, Financial Modeling, Middle Office, Financial Analysis, Credit Analysis, Portfolio Management, Underwriting
Education
Appalachian State University 2006 — 2010
Bachelor of Science (BS), Banking, Corporate, Finance, and Securities Law
Wells Fargo Securities May 2012 - Present
Wells Fargo Securities May 2011 - April 2012
Provident Funding Associates L.P. September 2010 - May 2011
Skills
Investments, Capital Markets, Credit, Banking, Insurance, Financial Modeling, Middle Office, Financial Analysis, Credit Analysis, Portfolio Management, Underwriting
Education
Appalachian State University 2006 — 2010
Bachelor of Science (BS), Banking, Corporate, Finance, and Securities Law
Frank Iuele's Wells Fargo Securities Experience October 1997 - July 2012
Job Vice President at Deutsche Bank Securities, Inc.
Industry Financial Services
Experience
Deutsche Bank August 2012 - March 2013
Wells Fargo Securities October 1997 - July 2012
Skills
Series 7, Series 63, FX Options, Credit, Equities, Fixed Income, Derivatives, Trading Systems, Capital Markets, Business Analysis, Structured Products, Hedge Funds, Process Improvement, Securities, Financial Risk, Portfolio Management, Cash Management, Trading, Valuation, Operations Management, Middle Office, Investments, Vendor Management, Sales, Risk Management, Investment Banking, Mutual Funds, Banking, Bloomberg, Options, Finance, Asset Management, Alternative Investments, Relationship Management, Series 99, FINRA, Settlement, Financial Services, Bonds, Operational Risk, Wealth Management, AML, Prime Brokerage, Swaps, Credit Derivatives, Equity Derivatives, Back Office, Securities Lending
Education
City University of New York-Baruch College 1983 — 1985
Business Administration and Management, General
Deutsche Bank August 2012 - March 2013
Wells Fargo Securities October 1997 - July 2012
Skills
Series 7, Series 63, FX Options, Credit, Equities, Fixed Income, Derivatives, Trading Systems, Capital Markets, Business Analysis, Structured Products, Hedge Funds, Process Improvement, Securities, Financial Risk, Portfolio Management, Cash Management, Trading, Valuation, Operations Management, Middle Office, Investments, Vendor Management, Sales, Risk Management, Investment Banking, Mutual Funds, Banking, Bloomberg, Options, Finance, Asset Management, Alternative Investments, Relationship Management, Series 99, FINRA, Settlement, Financial Services, Bonds, Operational Risk, Wealth Management, AML, Prime Brokerage, Swaps, Credit Derivatives, Equity Derivatives, Back Office, Securities Lending
Education
City University of New York-Baruch College 1983 — 1985
Business Administration and Management, General
Pagutharivu Ilango's Wells Fargo Securities Experience July 2012 - Present
Job Senior Application Developer at Wells Fargo Securities
Industry Information Technology and Services
Experience
Wells Fargo Securities July 2012 - Present
Signature Consultants 2010 - Present
Bank of America January 2011 - July 2012
Cognizant Technology Services June 2004 - June 2010
Skills
C#, JavaScript, XML, ASP.NET, SQL, Java, C++, .NET, HTML, Microsoft SQL Server, CSS, AJAX, Web Services, Visual Studio, SDLC, VB.NET
Education
Anna University 2001 — 2005
Bachelor's of Engineering, Computer Science
Wells Fargo Securities July 2012 - Present
Signature Consultants 2010 - Present
Bank of America January 2011 - July 2012
Cognizant Technology Services June 2004 - June 2010
Skills
C#, JavaScript, XML, ASP.NET, SQL, Java, C++, .NET, HTML, Microsoft SQL Server, CSS, AJAX, Web Services, Visual Studio, SDLC, VB.NET
Education
Anna University 2001 — 2005
Bachelor's of Engineering, Computer Science
Howard Wright hwrighthb@yahoo.com's Wells Fargo Securities Experience February 2012 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo Securities February 2012 - Present
Nomura Securities 1990 - 2010
Skills
Derivatives, Financial Reporting, Fixed Income, Swaps, Customer Relations, Series 7, Capital Markets, Middle Office, Settlements, Budgeting, Back Office, Collateral Management, Operations Management, Settlement, Financial Services, Interest Rate..., Budgets, Customer Service, FX Options, Financial Risk
Education
Baruch College, City University of New York (CUNY)
Accounting and Finance
Wells Fargo Securities February 2012 - Present
Nomura Securities 1990 - 2010
Skills
Derivatives, Financial Reporting, Fixed Income, Swaps, Customer Relations, Series 7, Capital Markets, Middle Office, Settlements, Budgeting, Back Office, Collateral Management, Operations Management, Settlement, Financial Services, Interest Rate..., Budgets, Customer Service, FX Options, Financial Risk
Education
Baruch College, City University of New York (CUNY)
Accounting and Finance
David Gibson, MS's Wells Fargo Securities Experience March 2014 - January 2015
Job Infrastructure & Technology Program Manager looking for next challenge.
Industry Information Technology and Services
Experience
Wells Fargo Securities March 2014 - January 2015
Wells Fargo Securities July 2013 - February 2014
Teleflex Medical January 2013 - June 2013
Wells Fargo June 2011 - December 2012
LabCorp December 2004 - August 2009
Laboratory Corporation of America November 2001 - December 2004
LabCorp March 1996 - November 2001
Massachusetts Mutual Life Insurance Company August 1987 - March 1996
MassMutual Financial Group August 1987 - March 1994
Skills
Microsoft SQL Server, Troubleshooting, Network Architecture, Disaster Recovery, Databases, Software Development, Testing, Data Center, VMware, Security, DB2, Java, Technical Support, Project Management, Access, Hardware, Software Engineering, Web Applications, Solution Architecture, Networking
Education
University of North Carolina at Greensboro 1999 — 2006
Master of Science (MS), Information Technology & Operations Management
Bentley University
B.S, Computer Information Systems
Wells Fargo Securities March 2014 - January 2015
Wells Fargo Securities July 2013 - February 2014
Teleflex Medical January 2013 - June 2013
Wells Fargo June 2011 - December 2012
LabCorp December 2004 - August 2009
Laboratory Corporation of America November 2001 - December 2004
LabCorp March 1996 - November 2001
Massachusetts Mutual Life Insurance Company August 1987 - March 1996
MassMutual Financial Group August 1987 - March 1994
Skills
Microsoft SQL Server, Troubleshooting, Network Architecture, Disaster Recovery, Databases, Software Development, Testing, Data Center, VMware, Security, DB2, Java, Technical Support, Project Management, Access, Hardware, Software Engineering, Web Applications, Solution Architecture, Networking
Education
University of North Carolina at Greensboro 1999 — 2006
Master of Science (MS), Information Technology & Operations Management
Bentley University
B.S, Computer Information Systems
Julie Minhye Jee's Wells Fargo Securities Experience February 2012 - December 2012
Job Associate at PwC
Industry Accounting
Experience
PwC October 2013 - Present
Vornado Realty Trust April 2013 - August 2013
Wells Fargo Securities February 2012 - December 2012
New York County District Attorney's Office 2012 - 2012
Farmamundi 2011 - 2011
Education
Brooklyn College
Bachelor of Arts (B.A.), Theatre Arts
City University of New York-Baruch College - Zicklin School of Business
Master of Science, Accountancy
PwC October 2013 - Present
Vornado Realty Trust April 2013 - August 2013
Wells Fargo Securities February 2012 - December 2012
New York County District Attorney's Office 2012 - 2012
Farmamundi 2011 - 2011
Education
Brooklyn College
Bachelor of Arts (B.A.), Theatre Arts
City University of New York-Baruch College - Zicklin School of Business
Master of Science, Accountancy
Robert Lepore's Wells Fargo Securities Experience September 1982 - Present
Job
Industry Security and Investigations
Experience
Wells Fargo Securities September 1982 - Present
Open Eye Security Inc October 1979 - Present
Skills
Management, Microsoft Office, Negotiation, Contract Negotiation, Customer Service, Leadership, Sales, Account Management, Sales Management, Marketing, New Business Development, Microsoft Excel, Strategic Planning, Team Building, Public Speaking, Budgets, Security, Program Management, Project Management, Training, PowerPoint, Event Planning, Operations Management, Team Leadership, Marketing Strategy, Microsoft Word, Business Development, Physical Security, Project Planning, Integration, Direct Sales, Research, Access Control, CCTV, Troubleshooting, Social Media, Security Management
Education
Kaplan Career Institute-Charlestown
Wells Fargo Securities September 1982 - Present
Open Eye Security Inc October 1979 - Present
Skills
Management, Microsoft Office, Negotiation, Contract Negotiation, Customer Service, Leadership, Sales, Account Management, Sales Management, Marketing, New Business Development, Microsoft Excel, Strategic Planning, Team Building, Public Speaking, Budgets, Security, Program Management, Project Management, Training, PowerPoint, Event Planning, Operations Management, Team Leadership, Marketing Strategy, Microsoft Word, Business Development, Physical Security, Project Planning, Integration, Direct Sales, Research, Access Control, CCTV, Troubleshooting, Social Media, Security Management
Education
Kaplan Career Institute-Charlestown
Jeff McGrath's Wells Fargo Securities Experience September 2012 - Present
Job Managing Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities September 2012 - Present
Sagent Advisors January 2009 - September 2012
Wachovia January 1996 - January 2009
Education
Baylor University 1986 — 1991
Economics
Wells Fargo Securities September 2012 - Present
Sagent Advisors January 2009 - September 2012
Wachovia January 1996 - January 2009
Education
Baylor University 1986 — 1991
Economics
Joshua Bartlett's Wells Fargo Securities Experience May 2014 - Present
Job Global Rates Middle Office at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities May 2014 - Present
Wells Fargo Advisors October 2011 - May 2014
Wells Fargo Advisors April 2010 - October 2011
Skills
Fixed Income, Derivatives, Bloomberg, Options, Investments, Options Strategies, Option Pricing Models, Equities, Series 7, Series 63, Series 65
Education
Appalachian State University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance
Wells Fargo Securities May 2014 - Present
Wells Fargo Advisors October 2011 - May 2014
Wells Fargo Advisors April 2010 - October 2011
Skills
Fixed Income, Derivatives, Bloomberg, Options, Investments, Options Strategies, Option Pricing Models, Equities, Series 7, Series 63, Series 65
Education
Appalachian State University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial