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
Omar Turk Omar Turk's Wells Fargo Securities Experience June 2014 - August 2014
Job Investment Banking Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2015 - Present
Fieldstone Partners August 2014 - June 2015
Wells Fargo Securities June 2014 - August 2014
Fieldstone Partners December 2013 - May 2014
General Motors May 2013 - August 2013
Rice University January 2013 - May 2013
Rice University August 2011 - May 2012
Skills
Python, C, Java, Microsoft Excel, PowerPoint, Verilog, Windows, Valuation, Financial Modeling, Due Diligence, Pitch Books, Comparable Analysis, Matlab, Programming, HTML, Computer Hardware, Computer Architecture, Algorithms, Operating Systems, FPGA, JavaScript, CSS, jQuery, SharePoint, Labview, Microcontrollers, Parallel Programming, Signal Processing, Investment Banking
Education
Rice University 2011 — 2015
Bachelor of Science (BS), Electrical and Computer Engineering, Cum Laude
Credit Suisse July 2015 - Present
Fieldstone Partners August 2014 - June 2015
Wells Fargo Securities June 2014 - August 2014
Fieldstone Partners December 2013 - May 2014
General Motors May 2013 - August 2013
Rice University January 2013 - May 2013
Rice University August 2011 - May 2012
Skills
Python, C, Java, Microsoft Excel, PowerPoint, Verilog, Windows, Valuation, Financial Modeling, Due Diligence, Pitch Books, Comparable Analysis, Matlab, Programming, HTML, Computer Hardware, Computer Architecture, Algorithms, Operating Systems, FPGA, JavaScript, CSS, jQuery, SharePoint, Labview, Microcontrollers, Parallel Programming, Signal Processing, Investment Banking
Education
Rice University 2011 — 2015
Bachelor of Science (BS), Electrical and Computer Engineering, Cum Laude
Sean Pi Sean Pi's Wells Fargo Securities Experience June 2012 - August 2013
Job Investment Associate
Industry Financial Services
Experience
Castleton Commodities International November 2014 - Present
Evercore August 2013 - November 2014
Wells Fargo Securities June 2012 - August 2013
Citadel Investment Group June 2011 - August 2011
Novahill Partners January 2011 - June 2011
The Ivy Council September 2010 - June 2011
Jefferies & Company June 2010 - August 2010
Guggenheim Partners June 2009 - September 2009
Estee Lauder June 2006 - September 2007
Stony Brook University June 2005 - August 2007
Skills
Economics, Investment Banking, Financial Modeling, Excel, Credit, Corporate Finance, Financial Analysis, Valuation, Fixed Income, PowerPoint, Bloomberg, R, Banking, Chinese, Spanish, Business Strategy, Organizational..., Equities, Finance, Trading, Fire Eating
Education
North High School
Princeton University
AB, Economics
Castleton Commodities International November 2014 - Present
Evercore August 2013 - November 2014
Wells Fargo Securities June 2012 - August 2013
Citadel Investment Group June 2011 - August 2011
Novahill Partners January 2011 - June 2011
The Ivy Council September 2010 - June 2011
Jefferies & Company June 2010 - August 2010
Guggenheim Partners June 2009 - September 2009
Estee Lauder June 2006 - September 2007
Stony Brook University June 2005 - August 2007
Skills
Economics, Investment Banking, Financial Modeling, Excel, Credit, Corporate Finance, Financial Analysis, Valuation, Fixed Income, PowerPoint, Bloomberg, R, Banking, Chinese, Spanish, Business Strategy, Organizational..., Equities, Finance, Trading, Fire Eating
Education
North High School
Princeton University
AB, Economics
Eric Viloria, CFA, CMT Eric Viloria, CFA, CMT's Wells Fargo Securities Experience December 2013 - Present
Job Currency Strategist at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities December 2013 - Present
Skills
FX, Bloomberg, Commodities, Technical Analysis, Trading Strategies, Economics, Trading Systems, Currency, Forecasting, Excel, Commodity, FX Options, Trading, Options, Microsoft Excel, Alternative Investments, Investment Strategies, Electronic Trading, Financial Markets, Derivatives, Hedge Funds, Equities, FX trading, Foreign Exchange, Proprietary Trading, Fixed Income, Capital Markets, Bloomberg Terminal, Equity Derivatives, FINRA, Equity Trading, Hedging
Education
New York University - Leonard N. Stern School of Business 2009 — 2012
MBA, Quantitative Finance
Rutgers University-New Brunswick 2001 — 2005
BA, Economics
Wells Fargo Securities December 2013 - Present
Skills
FX, Bloomberg, Commodities, Technical Analysis, Trading Strategies, Economics, Trading Systems, Currency, Forecasting, Excel, Commodity, FX Options, Trading, Options, Microsoft Excel, Alternative Investments, Investment Strategies, Electronic Trading, Financial Markets, Derivatives, Hedge Funds, Equities, FX trading, Foreign Exchange, Proprietary Trading, Fixed Income, Capital Markets, Bloomberg Terminal, Equity Derivatives, FINRA, Equity Trading, Hedging
Education
New York University - Leonard N. Stern School of Business 2009 — 2012
MBA, Quantitative Finance
Rutgers University-New Brunswick 2001 — 2005
BA, Economics
William Goldberg William Goldberg's Wells Fargo Securities Experience July 2015 - Present
Job Investment Banking Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities July 2015 - Present
Sagehen Capital Management January 2013 - May 2015
Federal Deposit Insurance Corporation May 2014 - August 2014
The Henley Group Ltd April 2014 - May 2014
Ascend Financial Consultants, Inc. March 2013 - December 2013
Top Box Foods May 2012 - August 2012
Skills
PowerPoint, Social Networking, Social Media, Microsoft Word, Microsoft Excel, Public Speaking, Microsoft Office, Leadership, Spanish, Customer Service
Education
Pomona College 2011 — 2015
Bachelor of Arts (B.A.), Economics
Highland Park High School 2007 — 2011
GE
Wells Fargo Securities July 2015 - Present
Sagehen Capital Management January 2013 - May 2015
Federal Deposit Insurance Corporation May 2014 - August 2014
The Henley Group Ltd April 2014 - May 2014
Ascend Financial Consultants, Inc. March 2013 - December 2013
Top Box Foods May 2012 - August 2012
Skills
PowerPoint, Social Networking, Social Media, Microsoft Word, Microsoft Excel, Public Speaking, Microsoft Office, Leadership, Spanish, Customer Service
Education
Pomona College 2011 — 2015
Bachelor of Arts (B.A.), Economics
Highland Park High School 2007 — 2011
GE
Edwin Poole, III Edwin Poole, III's Wells Fargo Securities Experience October 2014 - Present
Job Senior Underwriter at Wells Fargo Securities
Industry Real Estate
Experience
Wells Fargo Securities October 2014 - Present
Wells Fargo Bank, N.A. March 2001 - October 2013
Wachovia Bank, N.A. September 1995 - March 2001
Skills
Commercial Real Estate..., Investments, Credit, Real Estate, Real Estate Economics, Disposition, Commercial Real Estate, Portfolio Management, Loans, Underwriting, Banking, Commercial Banking, Mergers, Commercial Mortgages, Cash Flow, Loan Origination, Syndications, Credit Analysis, Construction Loans, Loss Mitigation, Credit Risk, Due Diligence, Capital Markets, Loan Work-outs
Education
University of North Carolina at Chapel Hill 1988 — 1990
Master of Business Administration (MBA), Commercial Real Estate
Rice University 1978 — 1982
B.A., Economics and Architectural Studies
Wells Fargo Securities October 2014 - Present
Wells Fargo Bank, N.A. March 2001 - October 2013
Wachovia Bank, N.A. September 1995 - March 2001
Skills
Commercial Real Estate..., Investments, Credit, Real Estate, Real Estate Economics, Disposition, Commercial Real Estate, Portfolio Management, Loans, Underwriting, Banking, Commercial Banking, Mergers, Commercial Mortgages, Cash Flow, Loan Origination, Syndications, Credit Analysis, Construction Loans, Loss Mitigation, Credit Risk, Due Diligence, Capital Markets, Loan Work-outs
Education
University of North Carolina at Chapel Hill 1988 — 1990
Master of Business Administration (MBA), Commercial Real Estate
Rice University 1978 — 1982
B.A., Economics and Architectural Studies
Chris Berrett Chris Berrett's Wells Fargo Securities Experience August 2008 - January 2009
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs March 2010 - Present
Winder Farms January 2009 - March 2010
Wells Fargo Securities August 2008 - January 2009
E*TRADE Financial April 2006 - July 2008
Skills
Due Diligence, Equities, Fixed Income, Financial Services, Finance, Financial Analysis, Investments, Leadership, Management, Risk Management, Trading, Wealth Management
Education
University of Phoenix
Bachelor's degree, Finance, General
Salt Lake Community College
Associate's degree, General Studies
Goldman Sachs March 2010 - Present
Winder Farms January 2009 - March 2010
Wells Fargo Securities August 2008 - January 2009
E*TRADE Financial April 2006 - July 2008
Skills
Due Diligence, Equities, Fixed Income, Financial Services, Finance, Financial Analysis, Investments, Leadership, Management, Risk Management, Trading, Wealth Management
Education
University of Phoenix
Bachelor's degree, Finance, General
Salt Lake Community College
Associate's degree, General Studies
Adam Wilson Adam Wilson'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
Penn State Football February 2014 - May 2014
Penn State Football August 2013 - May 2014
Skills
PowerPoint, Financial Analysis, Microsoft Word, Microsoft Excel, Microsoft Office, Investment Banking, Recruiting, Restructuring, Teamwork, Access, Financial Services, Analysis, Accounting, Finance, Leadership
Education
Penn State University 2010 — 2014
Bachelor of Science (BS), Finance
University of Oxford 2012 — 2012
Study Abroad, International Capital Markets
Wells Fargo Securities June 2014 - Present
Penn State Football February 2014 - May 2014
Penn State Football August 2013 - May 2014
Skills
PowerPoint, Financial Analysis, Microsoft Word, Microsoft Excel, Microsoft Office, Investment Banking, Recruiting, Restructuring, Teamwork, Access, Financial Services, Analysis, Accounting, Finance, Leadership
Education
Penn State University 2010 — 2014
Bachelor of Science (BS), Finance
University of Oxford 2012 — 2012
Study Abroad, International Capital Markets
Brandy Buttram Brandy Buttram's Wells Fargo Securities Experience August 2013 - July 2014
Job Project Coordinator at Wells Fargo
Industry Marketing and Advertising
Experience
Wells Fargo July 2014 - Present
Wells Fargo Securities August 2013 - July 2014
Wells Fargo Securities July 2011 - July 2014
Wells Fargo Securities April 2010 - July 2011
Wells Fargo Bank August 2005 - April 2010
AT&T June 2003 - August 2005
Skills
Marketing, Social Media Marketing, Marketing Strategy, Event Planning, Social Media, Time Management, Salesforce.com..., Social Networking, Project Management, Management, Training, Analysis, Microsoft Excel, Microsoft Office, Customer Service, Recruiting, Accounts Payable, Outlook, Excel, PowerPoint, PowerPoint development, Leadership, Salesforce.com, CRM, Advertising
Education
San Francisco State University 2011 — 2013
Bachelor of Science, Business; Marketing
San Francisco State University 2010 — 2013
Bachelor of Science (BS), Business Administration and Marketing
Community College of San Francisco 2010 — 2010
AA, General Education Transfer/Business Administration
Los Rios Community College District 2003 — 2010
General Education Transfer/Business Administration
Foothill High School
Wells Fargo July 2014 - Present
Wells Fargo Securities August 2013 - July 2014
Wells Fargo Securities July 2011 - July 2014
Wells Fargo Securities April 2010 - July 2011
Wells Fargo Bank August 2005 - April 2010
AT&T June 2003 - August 2005
Skills
Marketing, Social Media Marketing, Marketing Strategy, Event Planning, Social Media, Time Management, Salesforce.com..., Social Networking, Project Management, Management, Training, Analysis, Microsoft Excel, Microsoft Office, Customer Service, Recruiting, Accounts Payable, Outlook, Excel, PowerPoint, PowerPoint development, Leadership, Salesforce.com, CRM, Advertising
Education
San Francisco State University 2011 — 2013
Bachelor of Science, Business; Marketing
San Francisco State University 2010 — 2013
Bachelor of Science (BS), Business Administration and Marketing
Community College of San Francisco 2010 — 2010
AA, General Education Transfer/Business Administration
Los Rios Community College District 2003 — 2010
General Education Transfer/Business Administration
Foothill High School
Michael Deep Michael Deep's Wells Fargo Securities Experience September 2004 - Present
Job Director, Fixed Income Sales at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities September 2004 - Present
Ingersoll Rand March 1999 - August 2004
Education
Penn State University 1994 — 1998
Bachelor of Science (B.S.), Mechanical Engineering
Wells Fargo Securities September 2004 - Present
Ingersoll Rand March 1999 - August 2004
Education
Penn State University 1994 — 1998
Bachelor of Science (B.S.), Mechanical Engineering
Scott Chacon Scott Chacon's Wells Fargo Securities Experience July 2012 - April 2014
Job Automating financial due diligence
Industry Computer Software
Experience
Things for Work Inc. April 2014 - Present
Wells Fargo Securities July 2012 - April 2014
Wells Fargo Securities June 2009 - July 2012
Wells Fargo Securities July 2008 - August 2008
The Blackstone Group June 2007 - August 2007
Skills
Investment Banking, Capital Markets, Financial Modeling, Bloomberg, Valuation, Private Equity, Fixed Income, Corporate Finance, LBO, Equities, Due Diligence, Leveraged Finance, Corporate Development
Education
Princeton University 2005 — 2009
BSE, Operations Research and Financial Engineering
Polytechnic School 1992 — 2005
High School Diploma, Kindergarten-12th Grade
Things for Work Inc. April 2014 - Present
Wells Fargo Securities July 2012 - April 2014
Wells Fargo Securities June 2009 - July 2012
Wells Fargo Securities July 2008 - August 2008
The Blackstone Group June 2007 - August 2007
Skills
Investment Banking, Capital Markets, Financial Modeling, Bloomberg, Valuation, Private Equity, Fixed Income, Corporate Finance, LBO, Equities, Due Diligence, Leveraged Finance, Corporate Development
Education
Princeton University 2005 — 2009
BSE, Operations Research and Financial Engineering
Polytechnic School 1992 — 2005
High School Diploma, Kindergarten-12th Grade
Christopher Sele Christopher Sele's Wells Fargo Securities Experience 2006 - 2007
Job Bridging Marketing Strategy, Technology and Analytics to optimize customer engagement
Industry Marketing and Advertising
Experience
Accenture Interactive August 2015 - Present
Olson March 2014 - August 2015
Accenture Interactive August 2012 - March 2014
LiftPoint Consulting (formerly M Squared Group) June 2007 - August 2012
Wells Fargo Securities 2006 - 2007
Skills
Marketing Strategy, Management Consulting, Customer Experience, CRM, Voice of the Customer, Customer Segmentation..., Data Analysis, Direct Marketing, Data-driven Marketing, Marketing Information..., Team Leadership, Business Development, Market Research, Analytics, Segmentation, Database Marketing, Lead Generation, Email Marketing, Marketing, Multi-channel Marketing, Digital Marketing
Education
University of Minnesota - Carlson School of Management
MBA, Marketing
Saint John's University
Bachelor’s Degree, Philosophy and Communications
La College Internationale de Cannes
Philosophy, Art History
Accenture Interactive August 2015 - Present
Olson March 2014 - August 2015
Accenture Interactive August 2012 - March 2014
LiftPoint Consulting (formerly M Squared Group) June 2007 - August 2012
Wells Fargo Securities 2006 - 2007
Skills
Marketing Strategy, Management Consulting, Customer Experience, CRM, Voice of the Customer, Customer Segmentation..., Data Analysis, Direct Marketing, Data-driven Marketing, Marketing Information..., Team Leadership, Business Development, Market Research, Analytics, Segmentation, Database Marketing, Lead Generation, Email Marketing, Marketing, Multi-channel Marketing, Digital Marketing
Education
University of Minnesota - Carlson School of Management
MBA, Marketing
Saint John's University
Bachelor’s Degree, Philosophy and Communications
La College Internationale de Cannes
Philosophy, Art History
Ben Prigal Ben Prigal's Wells Fargo Securities Experience October 2013 - Present
Job Investment Banking Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities October 2013 - Present
Crowe Horwath LLP August 2012 - September 2013
Skills
Financial Modeling, Valuation Modeling, DCF Valuation, Investment Valuation, Business Valuation, Financial Analysis, Microsoft Office, Competitive Analysis, Business Analysis, merger and acquisition, Bank Mergers
Education
Penn State University 2008 — 2012
BS, Economics, Finance
CESJDS
Wells Fargo Securities October 2013 - Present
Crowe Horwath LLP August 2012 - September 2013
Skills
Financial Modeling, Valuation Modeling, DCF Valuation, Investment Valuation, Business Valuation, Financial Analysis, Microsoft Office, Competitive Analysis, Business Analysis, merger and acquisition, Bank Mergers
Education
Penn State University 2008 — 2012
BS, Economics, Finance
CESJDS
Justin Sebastiano Justin Sebastiano's Wells Fargo Securities Experience January 2005 - August 2005
Job Vice President, Finance at Penn National Gaming
Industry Gambling & Casinos
Experience
Penn National Gaming April 2015 - Present
Penn National Gaming September 2014 - April 2015
Brean Capital July 2012 - August 2014
Canaccord Genuity Inc. (formerly Collins Stewart LLC) November 2011 - March 2012
Morgan Joseph TriArtisan LLC (now part of Collins Stewart LLC) February 2008 - November 2011
Nollenberger Capital Partners November 2005 - November 2007
Wells Fargo Securities January 2005 - August 2005
Value Line May 1999 - December 2004
Bury and Tomkins Associates February 1998 - May 1999
Lexington Management Corp. August 1996 - August 1997
Skills
Corporate Finance, Financial Analysis, Industry Analysis, Financial Modeling, Valuation, Forecasting, Research, Equities, Excel, Series 7, Series 24, Series 63, Series 86, Series 87
Education
Rutgers Graduate School of Management 2002 — 2004
Master of Business Administration (MBA), Finance
Rutgers, The State University of New Jersey-Newark 1997 — 1999
Bachelor of Arts (BA), Mathematics
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1996
Bachelor of Arts (BA), Economics
Penn National Gaming April 2015 - Present
Penn National Gaming September 2014 - April 2015
Brean Capital July 2012 - August 2014
Canaccord Genuity Inc. (formerly Collins Stewart LLC) November 2011 - March 2012
Morgan Joseph TriArtisan LLC (now part of Collins Stewart LLC) February 2008 - November 2011
Nollenberger Capital Partners November 2005 - November 2007
Wells Fargo Securities January 2005 - August 2005
Value Line May 1999 - December 2004
Bury and Tomkins Associates February 1998 - May 1999
Lexington Management Corp. August 1996 - August 1997
Skills
Corporate Finance, Financial Analysis, Industry Analysis, Financial Modeling, Valuation, Forecasting, Research, Equities, Excel, Series 7, Series 24, Series 63, Series 86, Series 87
Education
Rutgers Graduate School of Management 2002 — 2004
Master of Business Administration (MBA), Finance
Rutgers, The State University of New Jersey-Newark 1997 — 1999
Bachelor of Arts (BA), Mathematics
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1996
Bachelor of Arts (BA), Economics
Michael Engel Michael Engel's Wells Fargo Securities Experience May 2014 - Present
Job Applications Programmer at Wells Fargo Securities
Industry Computer Software
Experience
Wells Fargo Securities May 2014 - Present
Fidessa March 2013 - May 2014
Fidessa December 2010 - March 2013
Tenafly Kia 2005 - 2010
Skills
C++, Unix Shell Scripting, SQL, FIX, TCL, Solaris, Sybase, PHP, HTML, JavaScript, CSS, Apache, Perforce, C#, .NET, Java, Trading Systems, Linux
Education
Washington University in St. Louis 2004 — 2005
Computer Science
Ramapo College of NJ 2007 — 2010
Bachelor of Science (B.S.), Computer Science
Wells Fargo Securities May 2014 - Present
Fidessa March 2013 - May 2014
Fidessa December 2010 - March 2013
Tenafly Kia 2005 - 2010
Skills
C++, Unix Shell Scripting, SQL, FIX, TCL, Solaris, Sybase, PHP, HTML, JavaScript, CSS, Apache, Perforce, C#, .NET, Java, Trading Systems, Linux
Education
Washington University in St. Louis 2004 — 2005
Computer Science
Ramapo College of NJ 2007 — 2010
Bachelor of Science (B.S.), Computer Science
Zack Nagelberg's Wells Fargo Securities Experience July 2010 - May 2013
Job Head of Business Development at Derivative Path, Inc.
Industry Capital Markets
Experience
Derivative Path, Inc. May 2013 - Present
Wells Fargo Securities July 2010 - May 2013
Swiss Re May 2009 - August 2009
Education
University of Richmond 2006 — 2010
Bachelors of Science
St. Louis University - Madrid 2008 — 2008
Peking University 2007 — 2007
Derivative Path, Inc. May 2013 - Present
Wells Fargo Securities July 2010 - May 2013
Swiss Re May 2009 - August 2009
Education
University of Richmond 2006 — 2010
Bachelors of Science
St. Louis University - Madrid 2008 — 2008
Peking University 2007 — 2007
Chenchen Zhang Chenchen Zhang's Wells Fargo Securities Experience March 2015 - April 2015
Job Investment Management | Executive Compensation | Specialized Master of Finance Student, The Ohio State University
Industry
Experience
Wells Fargo Securities March 2015 - April 2015
Rutgers School of Management and Labor Relations September 2013 - May 2014
Kerry Group June 2013 - August 2013
Standard Chartered Bank July 2011 - September 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Corporate Finance, Executive Compensation, Investment Management, Bloomberg Software, Crystal Ball, Equity Research, Capital IQ, Analysis, Leadership, Human Resources, Time Management
Education
The Ohio State University 2014 — 2015
Master’s Degree, Finance
The Ohio State University Fisher College of Business 2014 — 2015
Master's Degree, Finance
Rutgers University-New Brunswick 2012 — 2014
Master's Degree, Human Resource Management
Xiamen University 2008 — 2012
Bachelor's Degree, Public Administration
Wells Fargo Securities March 2015 - April 2015
Rutgers School of Management and Labor Relations September 2013 - May 2014
Kerry Group June 2013 - August 2013
Standard Chartered Bank July 2011 - September 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Corporate Finance, Executive Compensation, Investment Management, Bloomberg Software, Crystal Ball, Equity Research, Capital IQ, Analysis, Leadership, Human Resources, Time Management
Education
The Ohio State University 2014 — 2015
Master’s Degree, Finance
The Ohio State University Fisher College of Business 2014 — 2015
Master's Degree, Finance
Rutgers University-New Brunswick 2012 — 2014
Master's Degree, Human Resource Management
Xiamen University 2008 — 2012
Bachelor's Degree, Public Administration
Ronald Bonifacio Ronald Bonifacio's Wells Fargo Securities Experience March 2015 - Present
Job Director at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities March 2015 - Present
ISF Management LLC May 2013 - March 2015
Conifer Securities December 2012 - May 2013
UBS Securities January 2005 - May 2011
UBS Securities LLC May 1995 - May 2011
UBS 1995 - 2011
UBS Securities January 2002 - January 2005
UBS Securities January 1997 - January 2002
Oppenheimer Capital June 1992 - May 1995
Skills
Series 7, Series 63, Prime Brokerage, Fixed Income, Securities, Middle Office, Equities, Mutual Funds, Bloomberg, Series 24, Hedge Funds, Derivatives, FINRA, Securities Lending, Bonds
Education
Fordham University - Graduate School of Business Administration 1997 — 2000
MBA, Finance
Pace University-Pleasantville/Briarcliff Campus 1988 — 1992
BBA, Accounting
Wells Fargo Securities March 2015 - Present
ISF Management LLC May 2013 - March 2015
Conifer Securities December 2012 - May 2013
UBS Securities January 2005 - May 2011
UBS Securities LLC May 1995 - May 2011
UBS 1995 - 2011
UBS Securities January 2002 - January 2005
UBS Securities January 1997 - January 2002
Oppenheimer Capital June 1992 - May 1995
Skills
Series 7, Series 63, Prime Brokerage, Fixed Income, Securities, Middle Office, Equities, Mutual Funds, Bloomberg, Series 24, Hedge Funds, Derivatives, FINRA, Securities Lending, Bonds
Education
Fordham University - Graduate School of Business Administration 1997 — 2000
MBA, Finance
Pace University-Pleasantville/Briarcliff Campus 1988 — 1992
BBA, Accounting
Ning Zhu Ning Zhu's Wells Fargo Securities Experience March 2015 - Present
Job
Industry Capital Markets
Experience
Wells Fargo Securities March 2015 - Present
KPMG China January 2013 - March 2013
China Life Insurance Co.Ltd July 2012 - August 2012
Skills
Bloomberg, Capital IQ, Crystal Ball, Microsoft Office, Teamwork, Creative Solutions, Communication, Data Analysis, Financial Modeling, Research, Microsoft Excel, Valuation, Financial Analysis, Economics
Education
Ohio State University - Fisher College of Business 2014 — 2015
Specialized Master of Finance, Investments and Securities
Renmin University of China 2010 — 2014
Bachelor of Economics, Insurances and Finance
Wells Fargo Securities March 2015 - Present
KPMG China January 2013 - March 2013
China Life Insurance Co.Ltd July 2012 - August 2012
Skills
Bloomberg, Capital IQ, Crystal Ball, Microsoft Office, Teamwork, Creative Solutions, Communication, Data Analysis, Financial Modeling, Research, Microsoft Excel, Valuation, Financial Analysis, Economics
Education
Ohio State University - Fisher College of Business 2014 — 2015
Specialized Master of Finance, Investments and Securities
Renmin University of China 2010 — 2014
Bachelor of Economics, Insurances and Finance
Brian Jeep Brian Jeep's Wells Fargo Securities Experience May 2010 - November 2013
Job Senior Equity Research Analyst Pharmaceuticals
Industry Investment Banking
Experience
WallachBeth Capital April 2014 - Present
Jeep Management Consulting January 2012 - October 2014
Wells Fargo Securities May 2010 - November 2013
Sidoti and Company, LLC May 2008 - April 2010
GlaxoSmithKline May 2001 - 2008
Ecological Specialists, Incorporated September 1999 - October 2000
Skills
Financial Modeling, Valuation, Equity Research, Financial Analysis, Investments, Equities, Finance, Capital Markets, Portfolio Management, Strategy, Team Leadership, Six Sigma, Due Diligence, Corporate Finance, Analysis, DCF, Data Analysis, Series 7, Business Valuation, Business Analysis, Trading, Quantitative Analytics, Mutual Funds, Competitive Analysis, Mergers & Acquisitions, Problem Solving, Lean Manufacturing, Process Validation, Industry Analysis, Forecasting, Market Research, Excel, cGMP practices, cGMP manufacturing, Accounting, Financial Accounting, Cost Accounting, Culture Change, GAAP, Marketing Research, Competitive Intelligence, Business Intelligence, Market Intelligence, Cross-functional Team..., Project Management, Public Speaking, Publishing, Equity Valuation, Process Improvement, Leadership
Education
Washington University in St. Louis - Olin Business School 2004 — 2007
Master of Business Administration (M.B.A.), Investments, Corporate Finance, Accounting
Rockhurst University 1995 — 1998
BS, Biology
Saint John Vianney High School 1991 — 1995
WallachBeth Capital April 2014 - Present
Jeep Management Consulting January 2012 - October 2014
Wells Fargo Securities May 2010 - November 2013
Sidoti and Company, LLC May 2008 - April 2010
GlaxoSmithKline May 2001 - 2008
Ecological Specialists, Incorporated September 1999 - October 2000
Skills
Financial Modeling, Valuation, Equity Research, Financial Analysis, Investments, Equities, Finance, Capital Markets, Portfolio Management, Strategy, Team Leadership, Six Sigma, Due Diligence, Corporate Finance, Analysis, DCF, Data Analysis, Series 7, Business Valuation, Business Analysis, Trading, Quantitative Analytics, Mutual Funds, Competitive Analysis, Mergers & Acquisitions, Problem Solving, Lean Manufacturing, Process Validation, Industry Analysis, Forecasting, Market Research, Excel, cGMP practices, cGMP manufacturing, Accounting, Financial Accounting, Cost Accounting, Culture Change, GAAP, Marketing Research, Competitive Intelligence, Business Intelligence, Market Intelligence, Cross-functional Team..., Project Management, Public Speaking, Publishing, Equity Valuation, Process Improvement, Leadership
Education
Washington University in St. Louis - Olin Business School 2004 — 2007
Master of Business Administration (M.B.A.), Investments, Corporate Finance, Accounting
Rockhurst University 1995 — 1998
BS, Biology
Saint John Vianney High School 1991 — 1995
Tyler O'Donnell Tyler O'Donnell's Wells Fargo Securities Experience August 2015 - Present
Job Incoming Investment Banking Analyst at Wells Fargo Securities
Industry
Experience
Wells Fargo Securities August 2015 - Present
Wells Fargo Securities June 2015 - August 2015
Nittany Lion Fund, LLC December 2014 - May 2015
Convergent Wealth Advisors June 2014 - August 2014
Skills
Investments, PowerPoint
Education
Penn State University 2012 — 2016
Sleepy Hollow High School 2008 — 2012
Wells Fargo Securities August 2015 - Present
Wells Fargo Securities June 2015 - August 2015
Nittany Lion Fund, LLC December 2014 - May 2015
Convergent Wealth Advisors June 2014 - August 2014
Skills
Investments, PowerPoint
Education
Penn State University 2012 — 2016
Sleepy Hollow High School 2008 — 2012
Isaiah Anderson's Wells Fargo Securities Experience October 2012 - Present
Job Applications Engineer at Wells Fargo Securities
Industry Information Technology and Services
Experience
Wells Fargo Securities October 2012 - Present
RoundPoint Financial Group June 2012 - October 2012
Aon Hewitt May 2010 - June 2012
HLM Technologies February 2009 - May 2010
Skills
SQL, Quality Assurance, System Testing, DB2/SQL, SSIS, OBIEE, Cognos, Leadership, Microsoft SQL Server, Project Management, Visio, Requirements Analysis, Customer Service, SharePoint, Testing, Analysis
Education
Pfeiffer University 2011 — 2012
Masters, Business Administration
Youngstown State University 2003 — 2008
Bachelors, Information Technology
Wells Fargo Securities October 2012 - Present
RoundPoint Financial Group June 2012 - October 2012
Aon Hewitt May 2010 - June 2012
HLM Technologies February 2009 - May 2010
Skills
SQL, Quality Assurance, System Testing, DB2/SQL, SSIS, OBIEE, Cognos, Leadership, Microsoft SQL Server, Project Management, Visio, Requirements Analysis, Customer Service, SharePoint, Testing, Analysis
Education
Pfeiffer University 2011 — 2012
Masters, Business Administration
Youngstown State University 2003 — 2008
Bachelors, Information Technology
Chris Nagashima's Wells Fargo Securities Experience June 2013 - January 2015
Job Senior Analyst at Expedia, Inc.
Industry Internet
Experience
Expedia, Inc. February 2015 - Present
Wells Fargo Securities June 2013 - January 2015
Liberty Park Capital Management January 2012 - November 2012
Wells Fargo Securities June 2012 - August 2012
AMD September 2011 - December 2011
The PPA Group September 2011 - December 2011
The University of Texas at Austin August 2011 - December 2011
Skills
Financial Modeling, Data Analysis, Microsoft Excel, SQL, VBA, PowerPoint, Bloomberg, Capital IQ
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2013
BBA, Finance, 3.9
Punahou School 2003 — 2009
The Chinese University of Hong Kong
CIBER Study Abroad, Supply Chain Management
Expedia, Inc. February 2015 - Present
Wells Fargo Securities June 2013 - January 2015
Liberty Park Capital Management January 2012 - November 2012
Wells Fargo Securities June 2012 - August 2012
AMD September 2011 - December 2011
The PPA Group September 2011 - December 2011
The University of Texas at Austin August 2011 - December 2011
Skills
Financial Modeling, Data Analysis, Microsoft Excel, SQL, VBA, PowerPoint, Bloomberg, Capital IQ
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2013
BBA, Finance, 3.9
Punahou School 2003 — 2009
The Chinese University of Hong Kong
CIBER Study Abroad, Supply Chain Management
Thomas Senecal'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
Wells Fargo Securities June 2013 - August 2013
Business Today January 2012 - January 2013
National Institutes of Health July 2009 - August 2010
Skills
Foreign Policy, Molecular Biology, Financial Modeling, Investment Banking, Capital IQ, ThomsonOne, Bloomberg, Microsoft Excel, Biopharmaceuticals, Fundraising, Corporate Finance
Education
Princeton University 2010 — 2014
A.B. cum laude, Politics
University College London, U. of London 2013 — 2013
International Relations and National Security Studies
Eleanor Roosevelt High School 2006 — 2010
Science and Technology Magnet Program
Wells Fargo Securities June 2014 - Present
Wells Fargo Securities June 2013 - August 2013
Business Today January 2012 - January 2013
National Institutes of Health July 2009 - August 2010
Skills
Foreign Policy, Molecular Biology, Financial Modeling, Investment Banking, Capital IQ, ThomsonOne, Bloomberg, Microsoft Excel, Biopharmaceuticals, Fundraising, Corporate Finance
Education
Princeton University 2010 — 2014
A.B. cum laude, Politics
University College London, U. of London 2013 — 2013
International Relations and National Security Studies
Eleanor Roosevelt High School 2006 — 2010
Science and Technology Magnet Program
Edward Karels Edward Karels's Wells Fargo Securities Experience July 2013 - Present
Job US fixed income Fed Settlement at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities July 2013 - Present
Wells Fargo Advisors January 2013 - March 2013
Wells Fargo Advisors July 2012 - December 2012
Wells Fargo Advisors January 2011 - July 2011
Wells Fargo Investments LLC June 2001 - January 2011
Skills
Securities, Mutual Funds, Risk Management, Banking, Financial Services, Investments, Process Improvement, FINRA, Business Analysis, Equities, Retirement Planning, Portfolio Management, Customer Service, Call Center, Visio, Fixed Income, Financial Analysis, Analysis, Microsoft Excel, Retirement, Asset Management, Series 7, Financial Risk, Trading
Education
St. John's University 1993 — 1994
1 year going for Masters, Theology
University of St. Thomas 1990 — 1993
Bachealor of Arts, Philosphy
Wells Fargo Securities July 2013 - Present
Wells Fargo Advisors January 2013 - March 2013
Wells Fargo Advisors July 2012 - December 2012
Wells Fargo Advisors January 2011 - July 2011
Wells Fargo Investments LLC June 2001 - January 2011
Skills
Securities, Mutual Funds, Risk Management, Banking, Financial Services, Investments, Process Improvement, FINRA, Business Analysis, Equities, Retirement Planning, Portfolio Management, Customer Service, Call Center, Visio, Fixed Income, Financial Analysis, Analysis, Microsoft Excel, Retirement, Asset Management, Series 7, Financial Risk, Trading
Education
St. John's University 1993 — 1994
1 year going for Masters, Theology
University of St. Thomas 1990 — 1993
Bachealor of Arts, Philosphy
Miri Shidate Miri Shidate's Wells Fargo Securities Experience June 2014 - Present
Job Investment Banking Analyst at Wells Fargo Securities Leveraged Finance Group
Industry Financial Services
Experience
Wells Fargo Securities June 2014 - Present
UK Parliament January 2014 - April 2014
Bellaire Tutors August 2012 - December 2013
Citi June 2013 - August 2013
Dallas Municipal Court May 2013 - June 2013
Egon Zehnder International January 2013 - January 2013
MD Anderson Cancer Center May 2011 - January 2013
Elite Private Tutors October 2012 - December 2012
Rice University August 2010 - April 2012
Rice University May 2011 - August 2011
Skills
Spanish, Qualitative Research, Microsoft Excel, Data Collection, Data Analysis, Team Leadership, Teamwork, Tutoring, Java, Stata, Creative Writing, Japanese, Chinese, Report Writing, Community Outreach, Event Planning, Leadership, Management, Social Media, Teaching, Editing, Microsoft Word, Microsoft Office, Research, Analysis, Online Research, Mandarin, English, Public Speaking, Quantitative Research, Fundraising, SPSS, Financial Modeling, Factiva, PowerPoint, Time Management, Higher Education
Education
The London School of Economics and Political Science (LSE) 2014 — 2014
Hansard Scholars Programme, Political Science and Government
Rice University 2010 — 2014
Bachelor of Arts (B.A.), Sociology, 3.86/4.0
立命館大学 / Ritsumeikan University 2012 — 2012
Japanese Language and Literature, 4.0
Plano Senior High School 2008 — 2010
Distinguished, 4.487 (Rank 11/1307)
Jasper High School 2006 — 2008
Wells Fargo Securities June 2014 - Present
UK Parliament January 2014 - April 2014
Bellaire Tutors August 2012 - December 2013
Citi June 2013 - August 2013
Dallas Municipal Court May 2013 - June 2013
Egon Zehnder International January 2013 - January 2013
MD Anderson Cancer Center May 2011 - January 2013
Elite Private Tutors October 2012 - December 2012
Rice University August 2010 - April 2012
Rice University May 2011 - August 2011
Skills
Spanish, Qualitative Research, Microsoft Excel, Data Collection, Data Analysis, Team Leadership, Teamwork, Tutoring, Java, Stata, Creative Writing, Japanese, Chinese, Report Writing, Community Outreach, Event Planning, Leadership, Management, Social Media, Teaching, Editing, Microsoft Word, Microsoft Office, Research, Analysis, Online Research, Mandarin, English, Public Speaking, Quantitative Research, Fundraising, SPSS, Financial Modeling, Factiva, PowerPoint, Time Management, Higher Education
Education
The London School of Economics and Political Science (LSE) 2014 — 2014
Hansard Scholars Programme, Political Science and Government
Rice University 2010 — 2014
Bachelor of Arts (B.A.), Sociology, 3.86/4.0
立命館大学 / Ritsumeikan University 2012 — 2012
Japanese Language and Literature, 4.0
Plano Senior High School 2008 — 2010
Distinguished, 4.487 (Rank 11/1307)
Jasper High School 2006 — 2008
Nick Telecki's Wells Fargo Securities Experience May 2015 - August 2015
Job Student at Queen's School of Business
Industry Investment Banking
Experience
Wells Fargo Securities May 2015 - August 2015
CI Investments Inc. – Canada’s Investment Company May 2014 - August 2014
Education
Queen's University 2012 — 2016
Bachelor of Commerce, Finance
Wells Fargo Securities May 2015 - August 2015
CI Investments Inc. – Canada’s Investment Company May 2014 - August 2014
Education
Queen's University 2012 — 2016
Bachelor of Commerce, Finance
Alexander Thorn Alexander Thorn's Wells Fargo Securities Experience June 2007 - June 2010
Job Vice President at H.I.G. Capital
Industry Venture Capital & Private Equity
Experience
H.I.G. Capital August 2015 - Present
Graham Partners May 2014 - August 2014
BHI Energy July 2012 - June 2013
Harvest Partners July 2010 - June 2012
Wells Fargo Securities June 2007 - June 2010
Skills
Investment Banking, Valuation, Financial Modeling, Private Equity, Due Diligence, Mergers, Equities, Investments, Corporate Finance, Financial Analysis, LBO, Mergers & Acquisitions, Portfolio Management, Capital Markets, Strategy, Venture Capital
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Finance, Entrepreneurial Management
Princeton University 2003 — 2007
B.S.E., Operations Research and Financial Engineering, cum laude
McCallie School 1996 — 2003
H.I.G. Capital August 2015 - Present
Graham Partners May 2014 - August 2014
BHI Energy July 2012 - June 2013
Harvest Partners July 2010 - June 2012
Wells Fargo Securities June 2007 - June 2010
Skills
Investment Banking, Valuation, Financial Modeling, Private Equity, Due Diligence, Mergers, Equities, Investments, Corporate Finance, Financial Analysis, LBO, Mergers & Acquisitions, Portfolio Management, Capital Markets, Strategy, Venture Capital
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Finance, Entrepreneurial Management
Princeton University 2003 — 2007
B.S.E., Operations Research and Financial Engineering, cum laude
McCallie School 1996 — 2003
Jonathan Weiss Jonathan Weiss's Wells Fargo Securities Experience May 2014 - Present
Job President at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities May 2014 - Present
Wells Fargo Bank June 2005 - May 2014
JPMorgan Chase June 1980 - June 2005
Skills
Banking, Series 7, Credit, Loans, Equities, Financial Services, Capital Markets, Fixed Income, Risk Management, Securities, Financial Analysis, Investment Banking
Education
Princeton University 1975 — 1979
Bachelor of Arts (B.A.), Romance Languages, Literatures, and Linguistics
The Lawrenceville School 1971 — 1975
Wells Fargo Securities May 2014 - Present
Wells Fargo Bank June 2005 - May 2014
JPMorgan Chase June 1980 - June 2005
Skills
Banking, Series 7, Credit, Loans, Equities, Financial Services, Capital Markets, Fixed Income, Risk Management, Securities, Financial Analysis, Investment Banking
Education
Princeton University 1975 — 1979
Bachelor of Arts (B.A.), Romance Languages, Literatures, and Linguistics
The Lawrenceville School 1971 — 1975
Carl Schlotman IV's Wells Fargo Securities Experience June 2014 - Present
Job Investment Banking Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2014 - Present
Goldman Sachs May 2013 - August 2013
Brookwood Associates March 2013 - May 2013
TPG Sourcing Advisors September 2012 - February 2013
CapitalSouth Partners May 2012 - August 2012
Bank of America Merrill Lynch (The Rutherford Group) January 2012 - May 2012
CAI Insurance Agency Inc January 2008 - July 2011
Skills
Research, Analysis, Accounting, Spanish, Excel, Investments, Microsoft Office, Portfolio Management, Word, PowerPoint, Customer Service, Spreadsheets, Mathematics, Budgeting, Financial Reporting, Public Speaking, Social Media, Problem Solving, Writing, Financial Analysis, Customer Relations, Insurance, Economics, Data Analysis, Team Building, Banking, Fundraising, Asset Management, Risk Management, Statistics, Financial Planning, Team Leadership, Budgets, Capital Markets, Energy, Equities, Leadership, Microsoft Excel, Microsoft Word, Strategic Financial..., Strategic Planning, Team Management
Education
Queens University of Charlotte 2010 — 2014
Business, Finance
St. Xavier High School 2006 — 2010
High School
Wells Fargo Securities June 2014 - Present
Goldman Sachs May 2013 - August 2013
Brookwood Associates March 2013 - May 2013
TPG Sourcing Advisors September 2012 - February 2013
CapitalSouth Partners May 2012 - August 2012
Bank of America Merrill Lynch (The Rutherford Group) January 2012 - May 2012
CAI Insurance Agency Inc January 2008 - July 2011
Skills
Research, Analysis, Accounting, Spanish, Excel, Investments, Microsoft Office, Portfolio Management, Word, PowerPoint, Customer Service, Spreadsheets, Mathematics, Budgeting, Financial Reporting, Public Speaking, Social Media, Problem Solving, Writing, Financial Analysis, Customer Relations, Insurance, Economics, Data Analysis, Team Building, Banking, Fundraising, Asset Management, Risk Management, Statistics, Financial Planning, Team Leadership, Budgets, Capital Markets, Energy, Equities, Leadership, Microsoft Excel, Microsoft Word, Strategic Financial..., Strategic Planning, Team Management
Education
Queens University of Charlotte 2010 — 2014
Business, Finance
St. Xavier High School 2006 — 2010
High School
Robert Uhl's Wells Fargo Securities Experience 2003 - 2004
Job Managing Director at Westwicke Partners, LLC
Industry Biotechnology
Experience
Westwicke Partners, LLC September 2011 - Present
Halozyme Therapeutics, Inc. May 2008 - July 2011
Friedman, Billings, Ramsey 2004 - 2008
Wells Fargo Securities 2003 - 2004
Leerink Swann 1999 - 2002
Salomon Smith Barney 1995 - 1998
Salomon Brothers 1988 - 1991
Skills
Biotechnology, Investor Relations, Pharmaceuticals, Financial Analysis, Voice Acting, Healthcare, Pharmaceutical Industry, Mergers, Venture Capital, Corporate Development, Financial Modeling, IPO, Valuation, Due Diligence, Writing, Voice Over, Medical Narration, Corporate Narration, Competitive Analysis, Press Releases, Corporate Communications, Mergers & Acquisitions, Crisis Communications, Capital Markets, Equity Research, Business Development, Equities, Strategy, Lifesciences, Competitive Intelligence, Biopharmaceuticals, Investments, Finance, Start-ups, Private Equity, Positioning, Narrator
Education
Purdue University
B.S., Microbiology
University of South Carolina - Darla Moore School of Business
MIBS, International Business
Westwicke Partners, LLC September 2011 - Present
Halozyme Therapeutics, Inc. May 2008 - July 2011
Friedman, Billings, Ramsey 2004 - 2008
Wells Fargo Securities 2003 - 2004
Leerink Swann 1999 - 2002
Salomon Smith Barney 1995 - 1998
Salomon Brothers 1988 - 1991
Skills
Biotechnology, Investor Relations, Pharmaceuticals, Financial Analysis, Voice Acting, Healthcare, Pharmaceutical Industry, Mergers, Venture Capital, Corporate Development, Financial Modeling, IPO, Valuation, Due Diligence, Writing, Voice Over, Medical Narration, Corporate Narration, Competitive Analysis, Press Releases, Corporate Communications, Mergers & Acquisitions, Crisis Communications, Capital Markets, Equity Research, Business Development, Equities, Strategy, Lifesciences, Competitive Intelligence, Biopharmaceuticals, Investments, Finance, Start-ups, Private Equity, Positioning, Narrator
Education
Purdue University
B.S., Microbiology
University of South Carolina - Darla Moore School of Business
MIBS, International Business
Annie Evans Annie Evans's Wells Fargo Securities Experience June 2010 - August 2010
Job Vice President Development at AMLI Residential
Industry Real Estate
Experience
AMLI Residential January 2015 - Present
Jamestown July 2011 - January 2015
Wells Fargo Securities June 2010 - August 2010
Gables Residential August 2005 - April 2009
Yates Construction August 2004 - July 2005
Skills
Real Estate Development, Due Diligence, Financial Analysis, Real Estate Economics, Real Estate, Contract Negotiation, Financial Modeling, Valuation, Budgets, Construction, Project Management, Pre-construction, Contract Management, Negotiation, Mixed-use, Leases, Investments
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA, Real Estate Finance, Sustainable Enterprise
Princeton University 2000 — 2004
BSE, Civil Engineering
AMLI Residential January 2015 - Present
Jamestown July 2011 - January 2015
Wells Fargo Securities June 2010 - August 2010
Gables Residential August 2005 - April 2009
Yates Construction August 2004 - July 2005
Skills
Real Estate Development, Due Diligence, Financial Analysis, Real Estate Economics, Real Estate, Contract Negotiation, Financial Modeling, Valuation, Budgets, Construction, Project Management, Pre-construction, Contract Management, Negotiation, Mixed-use, Leases, Investments
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA, Real Estate Finance, Sustainable Enterprise
Princeton University 2000 — 2004
BSE, Civil Engineering
Amanda Greenhill Amanda Greenhill's Wells Fargo Securities Experience February 2014 - Present
Job Administrative Assistant for Mortgage Finance at Wells Fargo Securities & Professional Figure Skating Instructor
Industry Banking
Experience
Wells Fargo Securities February 2014 - Present
Pineville Ice House May 2001 - Present
Safe Alliance Victim Assistance April 2009 - February 2014
International House of Charlotte January 2010 - April 2010
Temple Beth El Religious School August 2000 - May 2005
Skills
Fundraising, Non-profits, Community Outreach, Social Media, Public Speaking, Microsoft Office, Customer Service, Public Relations, Research, Microsoft Excel, PowerPoint, Teaching, Leadership, Strategic Planning, Crisis Intervention, Volunteer Management, Grant Writing, Program Development, Victim Services, Nonprofits, Spanish
Education
Queens University of Charlotte 2007 — 2009
BAS, International Studies & Political Science
University of Tennessee-Knoxville 2006 — 2007
Wells Fargo Securities February 2014 - Present
Pineville Ice House May 2001 - Present
Safe Alliance Victim Assistance April 2009 - February 2014
International House of Charlotte January 2010 - April 2010
Temple Beth El Religious School August 2000 - May 2005
Skills
Fundraising, Non-profits, Community Outreach, Social Media, Public Speaking, Microsoft Office, Customer Service, Public Relations, Research, Microsoft Excel, PowerPoint, Teaching, Leadership, Strategic Planning, Crisis Intervention, Volunteer Management, Grant Writing, Program Development, Victim Services, Nonprofits, Spanish
Education
Queens University of Charlotte 2007 — 2009
BAS, International Studies & Political Science
University of Tennessee-Knoxville 2006 — 2007
Bradley (Brad) Reavis Bradley (Brad) Reavis's Wells Fargo Securities Experience July 2011 - Present
Job Director Operational Risk Manager at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities July 2011 - Present
Wells Fargo 2009 - August 2011
Wells Fargo Securities 2007 - 2009
Wells Fargo Securities 2004 - 2007
Wells Fargo Securities 2002 - 2004
Wells Fargo Securities December 1999 - 2002
Skills
Risk Management, Operational Risk..., Vendor Management, Risk Assessment, Fixed Income, Business Continuity, Governance, Investment Banking, Internal Audit, Business Continuity..., Change Management, Project Management, Analysis, Internal Controls, Capital Markets, Information Security, Securities, Equities, Derivatives, Options, Counterparty Risk, Business Analysis, Risk Analysis, Financial Risk, Operational Risk, Commodity, Process Improvement, Trading, Financial Services, Back Office, Middle Office, Bonds, Foreign Exchange, Structured Products, Trading Systems, Interest Rate..., Credit Derivatives, Swaps, Settlement, Finance, Portfolio Management
Education
Pfeiffer University 2001 — 2003
MBA/MHA
Global Financial Markets Institute 2012 — 2012
Global Financial Markets Institute 2012 — 2012
Western Carolina University 1996 — 1999
Bachelor of Science
Disaster Recovery Institute International (DRII)
CBCP
Wells Fargo Securities July 2011 - Present
Wells Fargo 2009 - August 2011
Wells Fargo Securities 2007 - 2009
Wells Fargo Securities 2004 - 2007
Wells Fargo Securities 2002 - 2004
Wells Fargo Securities December 1999 - 2002
Skills
Risk Management, Operational Risk..., Vendor Management, Risk Assessment, Fixed Income, Business Continuity, Governance, Investment Banking, Internal Audit, Business Continuity..., Change Management, Project Management, Analysis, Internal Controls, Capital Markets, Information Security, Securities, Equities, Derivatives, Options, Counterparty Risk, Business Analysis, Risk Analysis, Financial Risk, Operational Risk, Commodity, Process Improvement, Trading, Financial Services, Back Office, Middle Office, Bonds, Foreign Exchange, Structured Products, Trading Systems, Interest Rate..., Credit Derivatives, Swaps, Settlement, Finance, Portfolio Management
Education
Pfeiffer University 2001 — 2003
MBA/MHA
Global Financial Markets Institute 2012 — 2012
Global Financial Markets Institute 2012 — 2012
Western Carolina University 1996 — 1999
Bachelor of Science
Disaster Recovery Institute International (DRII)
CBCP
Lisa Greene (LisaGreene01@yahoo.com) Lisa Greene (LisaGreene01@yahoo.com)'s Wells Fargo Securities Experience April 2012 - July 2012
Job Project Manager & Process Consultant at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage July 2013 - Present
Genesis10 July 2012 - June 2013
Wells Fargo Securities April 2012 - July 2012
Technisource October 2011 - July 2012
GMAC November 2009 - October 2011
Technisource 2011 - 2011
Wachovia Bank August 2006 - October 2008
Wachovia Bank June 2004 - August 2006
Wachovia October 1997 - June 2004
Skills
Project Management, Process Improvement, Business Analysis, Program Management, Performance Management, SDLC, Management, Visio, Change Management, Six Sigma, Employee Training, Customer Satisfaction, Training, Strategy, Leadership, Business Process, Software Documentation, SharePoint, Quality Assurance, PMP, Call Centers, Banking, CRM, Leadership Development, Analysis, Strategic Planning, Business Process..., Coaching, Vendor Management, Start-ups, Budgets, Cross-functional Team..., Risk Management, Enterprise Software, PMO, Financial Services, Consulting, Business Intelligence, Team Leadership, Relationship Management
Education
Radford University 1984 — 1989
B.S.
Wells Fargo Home Mortgage July 2013 - Present
Genesis10 July 2012 - June 2013
Wells Fargo Securities April 2012 - July 2012
Technisource October 2011 - July 2012
GMAC November 2009 - October 2011
Technisource 2011 - 2011
Wachovia Bank August 2006 - October 2008
Wachovia Bank June 2004 - August 2006
Wachovia October 1997 - June 2004
Skills
Project Management, Process Improvement, Business Analysis, Program Management, Performance Management, SDLC, Management, Visio, Change Management, Six Sigma, Employee Training, Customer Satisfaction, Training, Strategy, Leadership, Business Process, Software Documentation, SharePoint, Quality Assurance, PMP, Call Centers, Banking, CRM, Leadership Development, Analysis, Strategic Planning, Business Process..., Coaching, Vendor Management, Start-ups, Budgets, Cross-functional Team..., Risk Management, Enterprise Software, PMO, Financial Services, Consulting, Business Intelligence, Team Leadership, Relationship Management
Education
Radford University 1984 — 1989
B.S.
Matthew Christiansen Matthew Christiansen's Wells Fargo Securities Experience January 2015 - Present
Job Vice President, Compliance Consultant with Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities January 2015 - Present
RBS International Banking January 2013 - November 2014
Royal Bank of Scotland Group August 2010 - December 2012
RBS Global Banking & Markets September 2008 - July 2010
The Siegfried Group August 2007 - August 2008
Deloitte & Touche LLP September 2005 - July 2007
Deloitte & Touche LLP October 2003 - September 2005
Skills
SOX, Audit, Accounting, Banking, Internal Audit, Internal Controls, Business Management, External Audit, Restructuring, Sarbanes-Oxley Act, Risk Assessment, Financial Audits, Assurance, Big 4, Operational Risk, Process Improvement, Sarbanes-Oxley, Cash Management, Change Management, Business Process..., Auditing, Finance, Financial Risk, Forecasting, Management, Mergers & Acquisitions, Risk Management, Communication, Financial Analysis, Financial Modeling
Education
Sacred Heart University 1999 — 2003
Bachelor of Science
Morris Catholic 1995 — 1999
Wells Fargo Securities January 2015 - Present
RBS International Banking January 2013 - November 2014
Royal Bank of Scotland Group August 2010 - December 2012
RBS Global Banking & Markets September 2008 - July 2010
The Siegfried Group August 2007 - August 2008
Deloitte & Touche LLP September 2005 - July 2007
Deloitte & Touche LLP October 2003 - September 2005
Skills
SOX, Audit, Accounting, Banking, Internal Audit, Internal Controls, Business Management, External Audit, Restructuring, Sarbanes-Oxley Act, Risk Assessment, Financial Audits, Assurance, Big 4, Operational Risk, Process Improvement, Sarbanes-Oxley, Cash Management, Change Management, Business Process..., Auditing, Finance, Financial Risk, Forecasting, Management, Mergers & Acquisitions, Risk Management, Communication, Financial Analysis, Financial Modeling
Education
Sacred Heart University 1999 — 2003
Bachelor of Science
Morris Catholic 1995 — 1999
David Straeten David Straeten's Wells Fargo Securities Experience December 2013 - Present
Job Compliance Control Group at Wells Fargo Securities, LLC
Industry Investment Banking
Experience
Wells Fargo Securities December 2013 - Present
Wells Fargo Securities, LLC November 2010 - December 2013
Wells Fargo Advisors October 2009 - October 2010
Wachovia Securities May 2008 - October 2009
Wachovia Securities, LLC June 2006 - April 2008
WACHOVIA SECURITIES July 2003 - May 2006
Skills
Series 7, Securities, FINRA, Series 66, Series 24, Compliance, Series 63, Capital Markets, Mutual Funds, Alternative Investments, Fixed Income, Bonds, Equities, Investment Banking, Risk Management, Hedge Funds, Series 79
Education
Randolph-Macon College 1999 — 2003
Economics/Business, Economics
Norfolk Academy 1987 — 1999
Wells Fargo Securities December 2013 - Present
Wells Fargo Securities, LLC November 2010 - December 2013
Wells Fargo Advisors October 2009 - October 2010
Wachovia Securities May 2008 - October 2009
Wachovia Securities, LLC June 2006 - April 2008
WACHOVIA SECURITIES July 2003 - May 2006
Skills
Series 7, Securities, FINRA, Series 66, Series 24, Compliance, Series 63, Capital Markets, Mutual Funds, Alternative Investments, Fixed Income, Bonds, Equities, Investment Banking, Risk Management, Hedge Funds, Series 79
Education
Randolph-Macon College 1999 — 2003
Economics/Business, Economics
Norfolk Academy 1987 — 1999
Ihab Massry Ihab Massry's Wells Fargo Securities Experience August 2013 - Present
Job Vice President at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities August 2013 - Present
Self Employed October 2011 - August 2013
Cowen and Company February 2009 - October 2011
Fidelity Investments August 2007 - March 2009
Prudential Equity Group October 2000 - August 2007
APB Multimedia Inc. October 1999 - June 2000
Rutgers University, Chemical Engineering Center September 1997 - October 1999
Skills
Visual C#, Microsoft SQL Server, Java, Series 7, Series 63, Series 55, Series 24, FlexTrade, Electronic Trading, ETFs, Equity Trading, Portfolio Management, Equities, Options, Trading
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1997
Doctor of Philosophy (Ph.D.), Chemical Engineering
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1994
Bachelor of Science (BS), Chemical Engineering
Wells Fargo Securities August 2013 - Present
Self Employed October 2011 - August 2013
Cowen and Company February 2009 - October 2011
Fidelity Investments August 2007 - March 2009
Prudential Equity Group October 2000 - August 2007
APB Multimedia Inc. October 1999 - June 2000
Rutgers University, Chemical Engineering Center September 1997 - October 1999
Skills
Visual C#, Microsoft SQL Server, Java, Series 7, Series 63, Series 55, Series 24, FlexTrade, Electronic Trading, ETFs, Equity Trading, Portfolio Management, Equities, Options, Trading
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1997
Doctor of Philosophy (Ph.D.), Chemical Engineering
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1994
Bachelor of Science (BS), Chemical Engineering
Bo Jarrett's Wells Fargo Securities Experience January 2000 - February 2013
Job Business Consultant
Industry Financial Services
Experience
Jarrett Corporation March 2013 - Present
Wells Fargo Securities January 2000 - February 2013
Merrill Corporation January 1997 - December 1999
Entrepreneur 1985 - 1996
Skills
Investments, Series 7, Securities, Sales, Investment Banking, Portfolio Management, Banking, Capital Markets, Building Relationships, Key Account..., Business Development, Business Relationship..., Consultative Selling..., Equities, Sales Management, Leadership Development, Fixed Income, Leadership, Strategy, Management, Consultative Selling
Education
Roanoke College 1980 — 1984
Bachelor of Arts (B.A.), Urban Studies (Business/Real Estate)
Boys' Latin School
Jarrett Corporation March 2013 - Present
Wells Fargo Securities January 2000 - February 2013
Merrill Corporation January 1997 - December 1999
Entrepreneur 1985 - 1996
Skills
Investments, Series 7, Securities, Sales, Investment Banking, Portfolio Management, Banking, Capital Markets, Building Relationships, Key Account..., Business Development, Business Relationship..., Consultative Selling..., Equities, Sales Management, Leadership Development, Fixed Income, Leadership, Strategy, Management, Consultative Selling
Education
Roanoke College 1980 — 1984
Bachelor of Arts (B.A.), Urban Studies (Business/Real Estate)
Boys' Latin School
Nick Ricci's Wells Fargo Securities Experience June 2014 - Present
Job Leveraged Finance Investment Banking Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
Skills
Microsoft Excel, Investment Banking, Microsoft Office, PowerPoint
Education
Princeton University 2010 — 2014
A.B., Politics
Wells Fargo Securities June 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
Skills
Microsoft Excel, Investment Banking, Microsoft Office, PowerPoint
Education
Princeton University 2010 — 2014
A.B., Politics
Evan Fisher Evan Fisher'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
Smeal College of Business November 2013 - November 2014
Graham Partners May 2014 - August 2014
Nittany Lion Fund, LLC January 2014 - August 2014
Pacific Generation Partners September 2013 - May 2014
Nittany Lion Fund, LLC December 2012 - December 2013
Storage Squad, LLC April 2013 - September 2013
Shipra Group May 2013 - August 2013
Skills
Financial Analysis, Strategy, Teamwork, Leadership, Entrepreneurship, Private Equity, Portfolio Management, Creative Writing, LBO, Due Diligence, Economics, Financial Modeling, Investments, Equity Research
Education
Penn State University 2011 — 2014
Bachelor of Science (BS)
Central York High School 2007 — 2011
Wells Fargo Securities June 2015 - Present
Smeal College of Business November 2013 - November 2014
Graham Partners May 2014 - August 2014
Nittany Lion Fund, LLC January 2014 - August 2014
Pacific Generation Partners September 2013 - May 2014
Nittany Lion Fund, LLC December 2012 - December 2013
Storage Squad, LLC April 2013 - September 2013
Shipra Group May 2013 - August 2013
Skills
Financial Analysis, Strategy, Teamwork, Leadership, Entrepreneurship, Private Equity, Portfolio Management, Creative Writing, LBO, Due Diligence, Economics, Financial Modeling, Investments, Equity Research
Education
Penn State University 2011 — 2014
Bachelor of Science (BS)
Central York High School 2007 — 2011
Daniel Desmond Daniel Desmond's Wells Fargo Securities Experience March 2015 - Present
Job Business Analyst at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities March 2015 - Present
Brown Brothers Harriman October 2011 - March 2015
Brown Brothers Harriman April 2008 - October 2011
Brown Brothers Harriman April 2008 - March 2010
Downey Savings 2007 - September 2007
Skills
Accounting, Financial Analysis, Fund Accounting, Investments
Education
Suffolk University 2009 — 2012
MBA, Accounting
Saint Anselm College 1996 — 2000
BA, Politics
Wells Fargo Securities March 2015 - Present
Brown Brothers Harriman October 2011 - March 2015
Brown Brothers Harriman April 2008 - October 2011
Brown Brothers Harriman April 2008 - March 2010
Downey Savings 2007 - September 2007
Skills
Accounting, Financial Analysis, Fund Accounting, Investments
Education
Suffolk University 2009 — 2012
MBA, Accounting
Saint Anselm College 1996 — 2000
BA, Politics
PHILIP RUFFAT PHILIP RUFFAT's Wells Fargo Securities Experience 1990 - 1994
Job Managing Director at BTIG
Industry Capital Markets
Experience
BTIG June 2015 - Present
Macquarie Group September 2013 - February 2015
ABN AMRO Bank N.V. January 2012 - June 2013
Citi - Institutional Clients Group 2003 - January 2012
Mizuho Securities Co., Ltd. August 1999 - August 2003
Societe Generale August 1998 - August 1999
Sumitomo Mitsui Banking Corporation January 1995 - August 1998
Wells Fargo Securities 1990 - 1994
Skills
Risk Management, Electronic Trading, Futures, Interest Rate..., Derivatives, Clearing, Options Strategies, Fixed Income, Portfolio Management, Financial Markets, Equities, Swaps, Trading, Emerging Markets, Commodity, Options, Currency, Banking, Trading Strategies, Asset Management, Bloomberg, Portfolio Optimization, FX Options, Finance, Capital Markets, Futures Trading, Investment Banking, Hedge Funds, Securities, Equity Derivatives, Investments, Trading Systems
Education
Penn State University 1986 — 1990
BS, Finance & Economics
BTIG June 2015 - Present
Macquarie Group September 2013 - February 2015
ABN AMRO Bank N.V. January 2012 - June 2013
Citi - Institutional Clients Group 2003 - January 2012
Mizuho Securities Co., Ltd. August 1999 - August 2003
Societe Generale August 1998 - August 1999
Sumitomo Mitsui Banking Corporation January 1995 - August 1998
Wells Fargo Securities 1990 - 1994
Skills
Risk Management, Electronic Trading, Futures, Interest Rate..., Derivatives, Clearing, Options Strategies, Fixed Income, Portfolio Management, Financial Markets, Equities, Swaps, Trading, Emerging Markets, Commodity, Options, Currency, Banking, Trading Strategies, Asset Management, Bloomberg, Portfolio Optimization, FX Options, Finance, Capital Markets, Futures Trading, Investment Banking, Hedge Funds, Securities, Equity Derivatives, Investments, Trading Systems
Education
Penn State University 1986 — 1990
BS, Finance & Economics
Robert Britton, CFA's Wells Fargo Securities Experience April 2006 - March 2007
Job Portfolio Manager at WheelerFrost Wealth Managers
Industry Investment Management
Experience
WheelerFrost - Wealth Managers October 2013 - Present
Wells Fargo November 2011 - December 2012
Wells Fargo Wealth Management Group March 2007 - March 2011
Wells Fargo Securities April 2006 - March 2007
Wells Fargo Bank October 2003 - April 2006
Skills
Portfolio Management, Investment Management, Financial Modeling, Equity Valuation, Project Implementation, corporate finan, Database Management, VBA, Pivot Tables, Cash Flow Forecasting, Derivatives, bloomber, Product Management, DCF Valuation, Business Strategy, Fixed Income Analysis, Relationship Management, New Business Development, Database Administration, Bloomberg Terminal, SQL, Financial Analysis, Bloomberg, Management, Equities, Asset Allocation, Valuation, Series 7, Finance, Wealth Management
Education
San Diego State University-California State University 1997 — 2003
Bachelor of Arts, International Economics
WheelerFrost - Wealth Managers October 2013 - Present
Wells Fargo November 2011 - December 2012
Wells Fargo Wealth Management Group March 2007 - March 2011
Wells Fargo Securities April 2006 - March 2007
Wells Fargo Bank October 2003 - April 2006
Skills
Portfolio Management, Investment Management, Financial Modeling, Equity Valuation, Project Implementation, corporate finan, Database Management, VBA, Pivot Tables, Cash Flow Forecasting, Derivatives, bloomber, Product Management, DCF Valuation, Business Strategy, Fixed Income Analysis, Relationship Management, New Business Development, Database Administration, Bloomberg Terminal, SQL, Financial Analysis, Bloomberg, Management, Equities, Asset Allocation, Valuation, Series 7, Finance, Wealth Management
Education
San Diego State University-California State University 1997 — 2003
Bachelor of Arts, International Economics
Katherine Degnen's Wells Fargo Securities Experience May 2011 - September 2013
Job Product Manager at RetailMeNot, Inc.
Industry Internet
Experience
RetailMeNot, Inc. July 2015 - Present
RetailMeNot, Inc. January 2015 - July 2015
RetailMeNot, Inc. September 2013 - January 2015
Wells Fargo Securities May 2011 - September 2013
Wells Fargo May 2010 - July 2010
Skills
Access, Mergers & Acquisitions, Financial Modeling, Data Analysis, Microsoft Office, Research, Microsoft Excel, Economics, PowerPoint, Corporate Finance, Due Diligence, Management, Finance, Investment Banking, Financial Analysis, Business Development
Education
University of Richmond 2007 — 2011
BA, Economics, Finance
The University of Edinburgh 2009 — 2009
Abroad, Business Studies
Peking University 2008 — 2008
Abroad, Chinese Language
Upper Arlington High School 2003 — 2007
RetailMeNot, Inc. July 2015 - Present
RetailMeNot, Inc. January 2015 - July 2015
RetailMeNot, Inc. September 2013 - January 2015
Wells Fargo Securities May 2011 - September 2013
Wells Fargo May 2010 - July 2010
Skills
Access, Mergers & Acquisitions, Financial Modeling, Data Analysis, Microsoft Office, Research, Microsoft Excel, Economics, PowerPoint, Corporate Finance, Due Diligence, Management, Finance, Investment Banking, Financial Analysis, Business Development
Education
University of Richmond 2007 — 2011
BA, Economics, Finance
The University of Edinburgh 2009 — 2009
Abroad, Business Studies
Peking University 2008 — 2008
Abroad, Chinese Language
Upper Arlington High School 2003 — 2007
Andrew Gorgone Andrew Gorgone's Wells Fargo Securities Experience February 2012 - Present
Job Capital Introduction at Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo Securities February 2012 - Present
State Street January 2010 - February 2012
CB Richard Ellis December 2007 - February 2008
Skills
ETFs, Bloomberg, Financial Services, Hedge Funds, Alternative Investments, Equities, Fixed Income, Capital Raising, Fundraising, Capital Markets
Education
Providence College
Wellesley High School
Wells Fargo Securities February 2012 - Present
State Street January 2010 - February 2012
CB Richard Ellis December 2007 - February 2008
Skills
ETFs, Bloomberg, Financial Services, Hedge Funds, Alternative Investments, Equities, Fixed Income, Capital Raising, Fundraising, Capital Markets
Education
Providence College
Wellesley High School
Yuri Shenderov Yuri Shenderov's Wells Fargo Securities Experience November 2012 - August 2013
Job Software Develop at Financial Institutions
Industry Information Technology and Services
Experience
Morgan Stanley April 2015 - Present
Bank of America August 2013 - May 2015
Wells Fargo Securities November 2012 - August 2013
FactSet Research Systems October 2009 - October 2012
Bloomberg LLP July 2007 - October 2009
MorganStanley August 2006 - July 2007
BAXL, former Merlot Communications August 2000 - August 2006
Lanoptics 1998 - 1999
Skills
Multithreading, Perl, C++, Unix, C#, Linux, .NET, Software Development, STL, Software Engineering, JavaScript
Education
Military Academy of Artillery 1986 — 1988
MS, Applied Math & CS
Saint Petersburg State University 1980 — 1986
MS, Applied Math & CS
30ka Sankt Petersburg 1978 — 1980
Morgan Stanley April 2015 - Present
Bank of America August 2013 - May 2015
Wells Fargo Securities November 2012 - August 2013
FactSet Research Systems October 2009 - October 2012
Bloomberg LLP July 2007 - October 2009
MorganStanley August 2006 - July 2007
BAXL, former Merlot Communications August 2000 - August 2006
Lanoptics 1998 - 1999
Skills
Multithreading, Perl, C++, Unix, C#, Linux, .NET, Software Development, STL, Software Engineering, JavaScript
Education
Military Academy of Artillery 1986 — 1988
MS, Applied Math & CS
Saint Petersburg State University 1980 — 1986
MS, Applied Math & CS
30ka Sankt Petersburg 1978 — 1980
Daniel Hong Daniel Hong's Wells Fargo Securities Experience June 2012 - August 2014
Job Investment Professional at Solar Capital
Industry Investment Management
Experience
Solar Capital August 2014 - Present
Wells Fargo Securities June 2012 - August 2014
Education
Princeton University 2008 — 2012
A.B., cum laude, Philosophy
Solar Capital August 2014 - Present
Wells Fargo Securities June 2012 - August 2014
Education
Princeton University 2008 — 2012
A.B., cum laude, Philosophy
Eric Janus's Wells Fargo Securities Experience June 2014 - December 2014
Job
Industry Investment Banking
Experience
Chatham Financial January 2015 - Present
Wells Fargo Securities June 2014 - December 2014
Real Estate and Capital Markets Research Lab September 2013 - April 2014
CBRE June 2013 - August 2013
PPL EnergyPlus May 2012 - August 2012
Skills
Financial Analysis, Risk Management, Investments, Analysis, Commercial Real Estate, Commercial Real Estate..., Trading, Financial Modeling, Highest & Best Use, Financial Risk, Investment Valuation, Debt & Equity Financing, Credit Analysis, Microsoft Office, Microsoft Excel, FactSet, Mark to Market, Research, PowerPoint, Microsoft Word
Education
Penn State University 2010 — 2014
B.S., Finance
Spring Ford High School
Chatham Financial January 2015 - Present
Wells Fargo Securities June 2014 - December 2014
Real Estate and Capital Markets Research Lab September 2013 - April 2014
CBRE June 2013 - August 2013
PPL EnergyPlus May 2012 - August 2012
Skills
Financial Analysis, Risk Management, Investments, Analysis, Commercial Real Estate, Commercial Real Estate..., Trading, Financial Modeling, Highest & Best Use, Financial Risk, Investment Valuation, Debt & Equity Financing, Credit Analysis, Microsoft Office, Microsoft Excel, FactSet, Mark to Market, Research, PowerPoint, Microsoft Word
Education
Penn State University 2010 — 2014
B.S., Finance
Spring Ford High School
Sam Kosters Sam Kosters's Wells Fargo Securities Experience June 2013 - August 2014
Job Investment Banking Analyst at Lazard
Industry Investment Banking
Experience
Lazard Frères & Co. September 2014 - Present
Wells Fargo Securities June 2013 - August 2014
Wells Fargo Securities June 2012 - August 2012
OpenGate Capital January 2011 - August 2011
Education
Pepperdine University
Economics
Lazard Frères & Co. September 2014 - Present
Wells Fargo Securities June 2013 - August 2014
Wells Fargo Securities June 2012 - August 2012
OpenGate Capital January 2011 - August 2011
Education
Pepperdine University
Economics
Danielle Demetreu Danielle Demetreu's Wells Fargo Securities Experience February 2014 - Present
Job Capital Markets Middle Office Analyst at Wells Fargo
Industry Banking
Experience
Wells Fargo Securities February 2014 - Present
Wells Fargo August 2011 - January 2014
James Martin Middle School August 2008 - June 2011
Education
Saint Bonaventure University 2006 — 2007
Masters of Science, Secondary Education
Saint Bonaventure University 2002 — 2006
Bachelor of Arts, History
Wells Fargo Securities February 2014 - Present
Wells Fargo August 2011 - January 2014
James Martin Middle School August 2008 - June 2011
Education
Saint Bonaventure University 2006 — 2007
Masters of Science, Secondary Education
Saint Bonaventure University 2002 — 2006
Bachelor of Arts, History
Dan Akivis's Wells Fargo Securities Experience July 2015 - Present
Job Equity Research Associate at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities July 2015 - Present
Maxim Group December 2013 - Present
Sunrise Securities February 2012 - December 2013
Gilford Securities May 2011 - February 2012
HG Vora Capital Management May 2010 - August 2010
Skills
Microsoft Excel, Scuba Diving, Equity Research, Financial Analysis, Financial Modeling, Equities
Education
Rutgers, The State University of New Jersey-Newark 2007 — 2011
B.A; B.S, Economics; Finance Minor in Math
Brooklyn Technical High School 2003 — 2007
High School, MSI - Math Science Institute
Wells Fargo Securities July 2015 - Present
Maxim Group December 2013 - Present
Sunrise Securities February 2012 - December 2013
Gilford Securities May 2011 - February 2012
HG Vora Capital Management May 2010 - August 2010
Skills
Microsoft Excel, Scuba Diving, Equity Research, Financial Analysis, Financial Modeling, Equities
Education
Rutgers, The State University of New Jersey-Newark 2007 — 2011
B.A; B.S, Economics; Finance Minor in Math
Brooklyn Technical High School 2003 — 2007
High School, MSI - Math Science Institute
Nick Cerulo Nick Cerulo's Wells Fargo Securities Experience April 2011 - Present
Job Vice President at Wells Fargo Securities
Industry Commercial Real Estate
Experience
Wells Fargo Securities April 2011 - Present
Credit Suisse July 2010 - April 2011
Cushman & Wakefield April 2009 - July 2010
Lehman Brothers March 2007 - October 2008
Prudential Financial October 2005 - February 2007
Kansas City Royals June 2004 - September 2005
Education
Rutgers University-New Brunswick 2000 — 2004
B.S., Finance
Wells Fargo Securities April 2011 - Present
Credit Suisse July 2010 - April 2011
Cushman & Wakefield April 2009 - July 2010
Lehman Brothers March 2007 - October 2008
Prudential Financial October 2005 - February 2007
Kansas City Royals June 2004 - September 2005
Education
Rutgers University-New Brunswick 2000 — 2004
B.S., Finance
Kenneth Hung, CFA, ASA Kenneth Hung, CFA, ASA's Wells Fargo Securities Experience October 2011 - Present
Job Equity Research Associate at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities October 2011 - Present
Prudential Financial May 2011 - October 2011
Aon Consulting January 2007 - July 2009
Watson Wyatt June 2003 - June 2006
Skills
Bloomberg, Financial Modeling, Valuation, PowerPoint, Finance, Capital Markets, Mergers & Acquisitions, Forecasting, Insurance, Matlab, Project Management, Microsoft Word, Accounting, Data Analysis, Risk Management, Retirement Planning, Equity Research, Investments, Factset, Word, Analysis, Financial Analysis, Equities, Microsoft Excel, SNL Financial
Education
University of Michigan 2001 — 2003
Dual Master of Science in Engineering, Financial Engineering and Industrial & Operations Engineering
Queen's University 1997 — 2001
Bachelor, Chemical Engineering
Wells Fargo Securities October 2011 - Present
Prudential Financial May 2011 - October 2011
Aon Consulting January 2007 - July 2009
Watson Wyatt June 2003 - June 2006
Skills
Bloomberg, Financial Modeling, Valuation, PowerPoint, Finance, Capital Markets, Mergers & Acquisitions, Forecasting, Insurance, Matlab, Project Management, Microsoft Word, Accounting, Data Analysis, Risk Management, Retirement Planning, Equity Research, Investments, Factset, Word, Analysis, Financial Analysis, Equities, Microsoft Excel, SNL Financial
Education
University of Michigan 2001 — 2003
Dual Master of Science in Engineering, Financial Engineering and Industrial & Operations Engineering
Queen's University 1997 — 2001
Bachelor, Chemical Engineering
Cecelia Nowack's Wells Fargo Securities Experience July 2013 - December 2014
Job Banking, Finance, Accounting
Industry Financial Services
Experience
Running Sparks-Mpls January 2015 - Present
Wells Fargo Technology and Operations Group December 2014 - Present
Wells Fargo Securities July 2013 - December 2014
Wells Fargo Advisors September 2011 - July 2013
Wells Fargo Home Mortgage July 2012 - September 2012
Wells Fargo April 2011 - September 2011
Wells Fargo Home Mortgage June 2010 - April 2011
Wells Fargo Home Mortgage July 2009 - June 2010
Wells Fargo Home Mortgage May 2009 - July 2009
First National Lending Center October 2007 - March 2008
Skills
Analysis, Credit, Leadership, Loans, General Ledger, Outlook, SharePoint, Inventory Accounting, Website Development, Reporting Tool, Collateral, Credit Reports, Mortgage Underwriting, Fixed Assets, Brokerage, Close Attention to..., Asset, Employee Training, Personal Income Tax..., Community Outreach, Credit Analysis, LIS, LPS, Microsoft Excel, GAAP Standards, FASB, Tax Returns, assets, Newsletters, Income Statement, Pipeline Management, Subject Matter Experts, Team Building, GAAP, Securities, Project Management, Community Development, Bonds, Mutual Funds, volunteerism, microsoft programs, Portfolio Management, ACH, Non-profits..., Covenants, payment processing, wires, Account Reconciliation, G/L Reconciliations, firm balancing
Education
Rasmussen College-Minnesota 2011 — 2014
Bachelor's degree, Accounting, GPA 3.88
Saint Paul community college 2010 — 2011
Associate of Science (A.S.), Business Management
Running Sparks-Mpls January 2015 - Present
Wells Fargo Technology and Operations Group December 2014 - Present
Wells Fargo Securities July 2013 - December 2014
Wells Fargo Advisors September 2011 - July 2013
Wells Fargo Home Mortgage July 2012 - September 2012
Wells Fargo April 2011 - September 2011
Wells Fargo Home Mortgage June 2010 - April 2011
Wells Fargo Home Mortgage July 2009 - June 2010
Wells Fargo Home Mortgage May 2009 - July 2009
First National Lending Center October 2007 - March 2008
Skills
Analysis, Credit, Leadership, Loans, General Ledger, Outlook, SharePoint, Inventory Accounting, Website Development, Reporting Tool, Collateral, Credit Reports, Mortgage Underwriting, Fixed Assets, Brokerage, Close Attention to..., Asset, Employee Training, Personal Income Tax..., Community Outreach, Credit Analysis, LIS, LPS, Microsoft Excel, GAAP Standards, FASB, Tax Returns, assets, Newsletters, Income Statement, Pipeline Management, Subject Matter Experts, Team Building, GAAP, Securities, Project Management, Community Development, Bonds, Mutual Funds, volunteerism, microsoft programs, Portfolio Management, ACH, Non-profits..., Covenants, payment processing, wires, Account Reconciliation, G/L Reconciliations, firm balancing
Education
Rasmussen College-Minnesota 2011 — 2014
Bachelor's degree, Accounting, GPA 3.88
Saint Paul community college 2010 — 2011
Associate of Science (A.S.), Business Management
Jennifer D'Ambrosio's Wells Fargo Securities Experience December 2010 - October 2014
Job Sales at MarketAxess
Industry Financial Services
Experience
MarketAxess October 2014 - Present
Wells Fargo Securities December 2010 - October 2014
Vyapar Capital Market Partners, LLC June 2009 - September 2010
UBS Investment Bank March 2006 - November 2008
Citi Group July 1995 - March 2006
Salomon Smith Barney April 2000 - July 2002
Skills
Fixed Income, Investments, Bonds, Capital Markets, Securities, Trading, Portfolio Management, Electronic Trading
Education
Rutgers University-New Brunswick 1993 — 1996
Bachelor of Arts, Economics, Communication
MarketAxess October 2014 - Present
Wells Fargo Securities December 2010 - October 2014
Vyapar Capital Market Partners, LLC June 2009 - September 2010
UBS Investment Bank March 2006 - November 2008
Citi Group July 1995 - March 2006
Salomon Smith Barney April 2000 - July 2002
Skills
Fixed Income, Investments, Bonds, Capital Markets, Securities, Trading, Portfolio Management, Electronic Trading
Education
Rutgers University-New Brunswick 1993 — 1996
Bachelor of Arts, Economics, Communication
Edgar Alonzo's Wells Fargo Securities Experience August 2011 - November 2012
Job Product Marketing Operations
Industry Marketing and Advertising
Experience
Blue Shield of California July 2014 - Present
Genentech October 2012 - Present
Thea Selby for District 5 Supervisor January 2012 - November 2012
Wells Fargo Securities August 2011 - November 2012
Common Sense San Joaquin 2010 - 2011
KXTV (ABC Sacramento) 2006 - 2009
Next Steps Marketing 2005 - 2006
Diablo Magazine 2001 - 2004
Skills
Social Media, Public Relations, Marketing, Social Media Marketing, Editing, Marketing Communications, Online Advertising, Content Strategy, Media Relations, Facebook, Social Networking, Event Planning, Marketing Strategy, Advertising, Public Speaking, Copywriting, Blogging, Journalism, Photoshop, Video Production, Video, Television, Press Releases, PowerPoint, Video Editing, Broadcast
Education
Saint Mary's School of Economics and Business Administration 2014 — 2016
Master of Business Administration (M.B.A.)
San Francisco State University 2012 — 2012
Social Media Marketing, Integrated Marketing, 4.0
St. Mary's College of California 1996 — 2001
B.A., Communication
Blue Shield of California July 2014 - Present
Genentech October 2012 - Present
Thea Selby for District 5 Supervisor January 2012 - November 2012
Wells Fargo Securities August 2011 - November 2012
Common Sense San Joaquin 2010 - 2011
KXTV (ABC Sacramento) 2006 - 2009
Next Steps Marketing 2005 - 2006
Diablo Magazine 2001 - 2004
Skills
Social Media, Public Relations, Marketing, Social Media Marketing, Editing, Marketing Communications, Online Advertising, Content Strategy, Media Relations, Facebook, Social Networking, Event Planning, Marketing Strategy, Advertising, Public Speaking, Copywriting, Blogging, Journalism, Photoshop, Video Production, Video, Television, Press Releases, PowerPoint, Video Editing, Broadcast
Education
Saint Mary's School of Economics and Business Administration 2014 — 2016
Master of Business Administration (M.B.A.)
San Francisco State University 2012 — 2012
Social Media Marketing, Integrated Marketing, 4.0
St. Mary's College of California 1996 — 2001
B.A., Communication
Peter Castoro Peter Castoro's Wells Fargo Securities Experience June 2015 - Present
Job Investment Banking Analyst
Industry Investment Banking
Experience
Wells Fargo Securities June 2015 - Present
GE Capital June 2014 - August 2014
GE Transportation January 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Public Speaking, PowerPoint, Problem Solving, Investment Banking, Finance, Financial Analysis, Financial Modeling, Analysis, Leadership, Teamwork
Education
Penn State University 2011 — 2015
Finance
Wells Fargo Securities June 2015 - Present
GE Capital June 2014 - August 2014
GE Transportation January 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Public Speaking, PowerPoint, Problem Solving, Investment Banking, Finance, Financial Analysis, Financial Modeling, Analysis, Leadership, Teamwork
Education
Penn State University 2011 — 2015
Finance
Yunfei Liu Yunfei Liu's Wells Fargo Securities Experience June 2015 - August 2015
Job Investment Banking Summer Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2015 - August 2015
IntegriChain May 2014 - August 2014
Education
Princeton University 2012 — 2016
Bachelor of Arts (B.A.), Economics
Wells Fargo Securities June 2015 - August 2015
IntegriChain May 2014 - August 2014
Education
Princeton University 2012 — 2016
Bachelor of Arts (B.A.), Economics
Kamlesh Chandan (Kam) Kamlesh Chandan (Kam)'s Wells Fargo Securities Experience 2009 - Present
Job Innovative Technology Executive
Industry Financial Services
Experience
Rotary International - Rotary Club of Lake Norman-Huntersville 2015 - Present
Wells Fargo Securities 2009 - Present
Rotary International - Rotary Club of Lake Norman-Huntersville 2013 - 2015
Wells Fargo Securities 2005 - 2009
Goldman Sachs 2000 - 2005
University of Southern California 1998 - 2000
Media Touch 1997 - 1998
Chandan Computers 1994 - 1998
Skills
Capital Markets, Trading Systems, Fixed Income, Sybase, SDLC, Requirements Analysis, Derivatives, Equity Derivatives, Equities, Leadership, Leadership Development, Technical Leadership, Electronic Trading, Big Data Analytics, Data Warehousing, Microsoft SQL Server, SSIS, Public Speaking
Education
University of Southern California 1998 — 2000
Master’s Degree, Computer Science with Business Emphasis (Entrepreneurship)
Pune Institute of Computer Technology 1993 — 1997
Bachelor’s Degree, Computer Engineering
Rotary International - Rotary Club of Lake Norman-Huntersville 2015 - Present
Wells Fargo Securities 2009 - Present
Rotary International - Rotary Club of Lake Norman-Huntersville 2013 - 2015
Wells Fargo Securities 2005 - 2009
Goldman Sachs 2000 - 2005
University of Southern California 1998 - 2000
Media Touch 1997 - 1998
Chandan Computers 1994 - 1998
Skills
Capital Markets, Trading Systems, Fixed Income, Sybase, SDLC, Requirements Analysis, Derivatives, Equity Derivatives, Equities, Leadership, Leadership Development, Technical Leadership, Electronic Trading, Big Data Analytics, Data Warehousing, Microsoft SQL Server, SSIS, Public Speaking
Education
University of Southern California 1998 — 2000
Master’s Degree, Computer Science with Business Emphasis (Entrepreneurship)
Pune Institute of Computer Technology 1993 — 1997
Bachelor’s Degree, Computer Engineering
Kevin Valverde's Wells Fargo Securities Experience September 2008 - June 2012
Job Shipper at Graphic Systems, Inc.
Industry Public Relations and Communications
Experience
Graphic Systems, Inc. December 2013 - Present
Saint Mary's University M.Ed Program September 2013 - Present
Wells Fargo Document Custody June 2013 - August 2013
Wells Fargo Securities September 2008 - June 2012
Skills
PowerPoint, Social Media, Microsoft Office, Writing, Public Relations, Microsoft Excel, Microsoft Word, Blogging, HTML, Cross-cultural..., Creative Writing, Adobe Creative Suite
Education
Saint Mary's University of Minnesota 2012 — 2016
Public Relations, Public Relations, Advertising, and Applied Communication
Graphic Systems, Inc. December 2013 - Present
Saint Mary's University M.Ed Program September 2013 - Present
Wells Fargo Document Custody June 2013 - August 2013
Wells Fargo Securities September 2008 - June 2012
Skills
PowerPoint, Social Media, Microsoft Office, Writing, Public Relations, Microsoft Excel, Microsoft Word, Blogging, HTML, Cross-cultural..., Creative Writing, Adobe Creative Suite
Education
Saint Mary's University of Minnesota 2012 — 2016
Public Relations, Public Relations, Advertising, and Applied Communication
Sunny Xu Sunny Xu's Wells Fargo Securities Experience June 2014 - September 2015
Job Customer Support Specialist at Periscope, Inc.
Industry Computer Software
Experience
Periscope October 2015 - Present
Wells Fargo Securities June 2014 - September 2015
Princeton University Tigergear Agency December 2012 - December 2013
Wells Fargo Securities June 2013 - August 2013
Princeton University Tiger Foods Student Agency February 2011 - November 2012
Procter & Gamble June 2012 - August 2012
China Automotive Systems (HengLong USA Corporation) June 2011 - August 2011
Skills
English, Chinese, Economics, C, R
Education
Princeton University 2010 — 2014
Bachelor's Degree, Economics, Finance, Computer Science, cum laude
Periscope October 2015 - Present
Wells Fargo Securities June 2014 - September 2015
Princeton University Tigergear Agency December 2012 - December 2013
Wells Fargo Securities June 2013 - August 2013
Princeton University Tiger Foods Student Agency February 2011 - November 2012
Procter & Gamble June 2012 - August 2012
China Automotive Systems (HengLong USA Corporation) June 2011 - August 2011
Skills
English, Chinese, Economics, C, R
Education
Princeton University 2010 — 2014
Bachelor's Degree, Economics, Finance, Computer Science, cum laude
Stephen Blanks Stephen Blanks's Wells Fargo Securities Experience December 2014 - Present
Job Strategist, Client Trade Analytics at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities December 2014 - Present
Wells Fargo Securities 2008 - 2014
WACHOVIA SECURITIES 2007 - 2008
WACHOVIA SECURITIES 2002 - 2007
Skills
Microsoft Excel, Financial Analysis, Management, Customer Service, Risk Management, Banking, Finance, Investments, Project Management, Business Analysis, QlikView, Fixed Income, Series 7, Series 63, Regulatory Compliance, Operational Risk, Cost Reduction Analysis, Team Leadership, Financial Markets, Capital Markets, Middle Office, Analytics, Salesforce.com, Process Improvement, Relationship Management, Problem Solving, Organization Skills, Sales, Sales Operations, Product Offerings
Education
Winthrop University 2005 — 2007
Master of Business Administration (M.B.A.), Business Administration
Presbyterian College 1995 — 1999
Bachelor's Degree, Business Administration and Management, General
Wells Fargo Securities December 2014 - Present
Wells Fargo Securities 2008 - 2014
WACHOVIA SECURITIES 2007 - 2008
WACHOVIA SECURITIES 2002 - 2007
Skills
Microsoft Excel, Financial Analysis, Management, Customer Service, Risk Management, Banking, Finance, Investments, Project Management, Business Analysis, QlikView, Fixed Income, Series 7, Series 63, Regulatory Compliance, Operational Risk, Cost Reduction Analysis, Team Leadership, Financial Markets, Capital Markets, Middle Office, Analytics, Salesforce.com, Process Improvement, Relationship Management, Problem Solving, Organization Skills, Sales, Sales Operations, Product Offerings
Education
Winthrop University 2005 — 2007
Master of Business Administration (M.B.A.), Business Administration
Presbyterian College 1995 — 1999
Bachelor's Degree, Business Administration and Management, General
Ben Blaisdell Ben Blaisdell's Wells Fargo Securities Experience August 2015 - Present
Job Operations Specialist
Industry Investment Banking
Experience
Wells Fargo Securities August 2015 - Present
Providence Day School August 2011 - Present
Holy Trinity Catholic Middle School August 2007 - June 2011
Skills
Educational Technology, Educational Leadership, Differentiated..., Teaching, Mathematics Education
Education
Pfeiffer University 2008 — 2010
Master of Arts (MA), Teaching K-6
SUNY Oneonta 2001 — 2005
Bachelor of Science (BS), Business Economics
Wells Fargo Securities August 2015 - Present
Providence Day School August 2011 - Present
Holy Trinity Catholic Middle School August 2007 - June 2011
Skills
Educational Technology, Educational Leadership, Differentiated..., Teaching, Mathematics Education
Education
Pfeiffer University 2008 — 2010
Master of Arts (MA), Teaching K-6
SUNY Oneonta 2001 — 2005
Bachelor of Science (BS), Business Economics
Ian Akash Morrison's Wells Fargo Securities Experience June 2012 - August 2012
Job Private Equity Investment Analyst at Old Ironsides Energy, LLC
Industry Venture Capital & Private Equity
Experience
Old Ironsides Energy, LLC May 2015 - Present
Jefferies LLC July 2013 - May 2015
OwlSpark Accelerator August 2012 - August 2013
Wisga November 2010 - March 2013
Wells Fargo Securities June 2012 - August 2012
Chevron May 2011 - August 2011
University of Texas June 2010 - July 2010
Ben's Workshop June 2009 - July 2009
UNT Health Science Center May 2008 - July 2008
Skills
Start-ups, Strategy, Leadership, Project Management, Management, Marketing Strategy, Marketing, Competitive Analysis, Financial Analysis, Research, Analysis, Business Planning, Financial Modeling, Cell Culture, Microsoft Office, Microsoft Excel, Mergers & Acquisitions, Venture Capital, Entrepreneurship, Valuation
Education
Rice University 2009 — 2013
Bachelor of Science, Electrical Engineering, Economics
Westlake High School 2005 — 2009
Old Ironsides Energy, LLC May 2015 - Present
Jefferies LLC July 2013 - May 2015
OwlSpark Accelerator August 2012 - August 2013
Wisga November 2010 - March 2013
Wells Fargo Securities June 2012 - August 2012
Chevron May 2011 - August 2011
University of Texas June 2010 - July 2010
Ben's Workshop June 2009 - July 2009
UNT Health Science Center May 2008 - July 2008
Skills
Start-ups, Strategy, Leadership, Project Management, Management, Marketing Strategy, Marketing, Competitive Analysis, Financial Analysis, Research, Analysis, Business Planning, Financial Modeling, Cell Culture, Microsoft Office, Microsoft Excel, Mergers & Acquisitions, Venture Capital, Entrepreneurship, Valuation
Education
Rice University 2009 — 2013
Bachelor of Science, Electrical Engineering, Economics
Westlake High School 2005 — 2009
Krystin Ryan's Wells Fargo Securities Experience August 2012 - Present
Job Marketing Program Manager at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities August 2012 - Present
Wells Fargo September 2009 - July 2012
Wells Fargo June 2008 - September 2009
Wachovia Capital Markets October 2006 - June 2008
Corporate Trust - Structured Finance ABS/MBS Team February 2005 - October 2006
Skills
Marketing, Marketing Communications, Business Development, Integrated Marketing, Brand Management, E-commerce, Email Marketing, Copywriting, CRM, Leadership, Social Media, Program Management, Sales
Education
University of North Carolina at Charlotte - Belk College of Business 2009 — 2012
MBA, Management
Saint Bonaventure University 1999 — 2003
Marketing, International Business
Wells Fargo Securities August 2012 - Present
Wells Fargo September 2009 - July 2012
Wells Fargo June 2008 - September 2009
Wachovia Capital Markets October 2006 - June 2008
Corporate Trust - Structured Finance ABS/MBS Team February 2005 - October 2006
Skills
Marketing, Marketing Communications, Business Development, Integrated Marketing, Brand Management, E-commerce, Email Marketing, Copywriting, CRM, Leadership, Social Media, Program Management, Sales
Education
University of North Carolina at Charlotte - Belk College of Business 2009 — 2012
MBA, Management
Saint Bonaventure University 1999 — 2003
Marketing, International Business
Rebecca Evridge Rebecca Evridge's Wells Fargo Securities Experience June 2014 - August 2014
Job Financial and Administrative Assistant at East Tennessee Foundation
Industry Accounting
Experience
East Tennessee Foundation May 2015 - September 2015
Queens University of Charlotte January 2014 - April 2015
Trust Company of the South August 2013 - April 2015
Wells Fargo Securities June 2014 - August 2014
Tween Brands July 2011 - January 2014
Modern Supply Company September 2010 - January 2011
Skills
Sales, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Public Speaking, HTML, English, Windows, Fundraising
Education
University of Tennessee-Knoxville 2015 — 2016
Master of Accountancy, Taxation
Queens University of Charlotte 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
École Supérieure des Sciences Commerciales d’Angers (ESSCA) 2013 — 2013
Summer Business Program - Paris
East Tennessee Foundation May 2015 - September 2015
Queens University of Charlotte January 2014 - April 2015
Trust Company of the South August 2013 - April 2015
Wells Fargo Securities June 2014 - August 2014
Tween Brands July 2011 - January 2014
Modern Supply Company September 2010 - January 2011
Skills
Sales, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Public Speaking, HTML, English, Windows, Fundraising
Education
University of Tennessee-Knoxville 2015 — 2016
Master of Accountancy, Taxation
Queens University of Charlotte 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
École Supérieure des Sciences Commerciales d’Angers (ESSCA) 2013 — 2013
Summer Business Program - Paris
Gary Russillo Gary Russillo's Wells Fargo Securities Experience September 1998 - August 2005
Job Equity Sales Trader
Industry Financial Services
Experience
Needham & Company September 2005 - Present
Wells Fargo Securities September 1998 - August 2005
Cruttenden Roth December 1995 - July 1998
Pacific Crest Carpet Mills August 1993 - December 1995
Mammoth Mountain Ski Area December 1992 - May 1993
Skills
Series 7, Equities, Hedge Funds, Series 63, Trading, Equity Trading, Capital Markets, Securities, Equity Research, Investment Banking, Series 24, Financial Management..., Client Service, Business Development, Relationship Management, Electronic Trading, Bloomberg, Trading Systems
Education
San Diego State University-California State University 1988 — 1992
Bachelor of Arts, Public Administration
Needham & Company September 2005 - Present
Wells Fargo Securities September 1998 - August 2005
Cruttenden Roth December 1995 - July 1998
Pacific Crest Carpet Mills August 1993 - December 1995
Mammoth Mountain Ski Area December 1992 - May 1993
Skills
Series 7, Equities, Hedge Funds, Series 63, Trading, Equity Trading, Capital Markets, Securities, Equity Research, Investment Banking, Series 24, Financial Management..., Client Service, Business Development, Relationship Management, Electronic Trading, Bloomberg, Trading Systems
Education
San Diego State University-California State University 1988 — 1992
Bachelor of Arts, Public Administration
Esther Albanese's Wells Fargo Securities Experience December 2013 - April 2014
Job Assistant
Industry Banking
Experience
Kekst and Company March 2015 - July 2015
Sithe Global Power, LLC July 2014 - November 2014
Wells Fargo Securities December 2013 - April 2014
NorthStar Realty Finance Corp. June 2013 - September 2013
Skills
Teamwork, Microsoft Office, Cultural Awareness, Event Management, Group Work, Human Rights, Administrative..., Executive Calendar..., Travel Planning, Organizing, Outlook, Marketing, Microsoft Excel, Social Media, Strategic Communications, Event Planning, Customer Service, Public Speaking, Communication, Management, Fundraising
Education
Pace University
Bachelor of Arts (B.A.), Political Science
The London School of Economics and Political Science (LSE)
Law Summer School
Kekst and Company March 2015 - July 2015
Sithe Global Power, LLC July 2014 - November 2014
Wells Fargo Securities December 2013 - April 2014
NorthStar Realty Finance Corp. June 2013 - September 2013
Skills
Teamwork, Microsoft Office, Cultural Awareness, Event Management, Group Work, Human Rights, Administrative..., Executive Calendar..., Travel Planning, Organizing, Outlook, Marketing, Microsoft Excel, Social Media, Strategic Communications, Event Planning, Customer Service, Public Speaking, Communication, Management, Fundraising
Education
Pace University
Bachelor of Arts (B.A.), Political Science
The London School of Economics and Political Science (LSE)
Law Summer School
Wade Hampton King, M.D., M.P.H., M.S.M. Wade Hampton King, M.D., M.P.H., M.S.M.'s Wells Fargo Securities Experience August 2002 - November 2004
Job Portfolio Manager, Investment Manager, Risk Manager, Equity Research Director, Senior Investment Analyst, Healthcare
Industry Investment Management
Experience
Obermeyer Wood Investment Council February 2012 - Present
NeoMend, Inc. November 2008 - July 2011
Sirius Advisors 2007 - 2008
Montgomery November 2004 - December 2006
Wells Fargo Securities August 2002 - November 2004
Robertson Stephens & Co. November 1996 - July 2002
Wade Hampton King, M.D., Inc. January 1987 - October 1996
Skills
Healthcare, Financial Advisory, Investment Research, Portfolio Manager, Investment Manager, Risk Manager, Wealth Manager, Senior Investment..., Equity Research Director
Education
Stanford University Graduate School of Business 1995 — 1996
MSM
University of California, San Francisco 1984 — 1986
University of California, San Francisco 1982 — 1984
University of North Carolina at Chapel Hill School of Medicine 1977 — 1982
MD, MPH
Princeton University 1973 — 1977
BA
Obermeyer Wood Investment Council February 2012 - Present
NeoMend, Inc. November 2008 - July 2011
Sirius Advisors 2007 - 2008
Montgomery November 2004 - December 2006
Wells Fargo Securities August 2002 - November 2004
Robertson Stephens & Co. November 1996 - July 2002
Wade Hampton King, M.D., Inc. January 1987 - October 1996
Skills
Healthcare, Financial Advisory, Investment Research, Portfolio Manager, Investment Manager, Risk Manager, Wealth Manager, Senior Investment..., Equity Research Director
Education
Stanford University Graduate School of Business 1995 — 1996
MSM
University of California, San Francisco 1984 — 1986
University of California, San Francisco 1982 — 1984
University of North Carolina at Chapel Hill School of Medicine 1977 — 1982
MD, MPH
Princeton University 1973 — 1977
BA
David Frank David Frank's Wells Fargo Securities Experience August 2015 - Present
Job Vice President at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities August 2015 - Present
Liquid Holdings Group, Inc. November 2013 - August 2015
Goldman Sachs September 2003 - November 2013
Computer Services Group, Inc May 2003 - September 2003
Skills
Risk Management, Equities, Derivatives, Prime Brokerage, Securities Lending, Access, Electronic Trading, Compliance, FINRA, Middle Office, Financial Services, Trading Systems, Customer Service, CRM, Business Development, Finance, Financial Analysis, Customer Relations, Process Redesign &..., Project & Program..., Corporate Needs..., Financial Rules &..., Strategic Business..., Market Trend Analysis, Client Success, Start-ups, Equity Trading, Financial Risk, Market Data
Education
Pace University 2006 — 2008
MBA, Finance
The College of New Jersey 1998 — 2002
BS, Information Systems Management
Wells Fargo Securities August 2015 - Present
Liquid Holdings Group, Inc. November 2013 - August 2015
Goldman Sachs September 2003 - November 2013
Computer Services Group, Inc May 2003 - September 2003
Skills
Risk Management, Equities, Derivatives, Prime Brokerage, Securities Lending, Access, Electronic Trading, Compliance, FINRA, Middle Office, Financial Services, Trading Systems, Customer Service, CRM, Business Development, Finance, Financial Analysis, Customer Relations, Process Redesign &..., Project & Program..., Corporate Needs..., Financial Rules &..., Strategic Business..., Market Trend Analysis, Client Success, Start-ups, Equity Trading, Financial Risk, Market Data
Education
Pace University 2006 — 2008
MBA, Finance
The College of New Jersey 1998 — 2002
BS, Information Systems Management
Erick Durst Erick Durst's Wells Fargo Securities Experience June 2013 - August 2013
Job Technology Support Specialist at Dorsey & Whitney
Industry Information Technology and Services
Experience
Dorsey & Whitney LLP August 2013 - Present
Wells Fargo Securities June 2013 - August 2013
St. Catherine University August 2012 - June 2013
Wells Fargo June 2008 - August 2011
Coca Cola Enterprises December 2001 - November 2007
Skills
Insurance, Customer Satisfaction, Sales, Marketing, Analysis, Account Management, Customer Retention, Customer Service, Technical Support, Windows 7, Microsoft Office, Program Management
Education
The University of South Dakota
Bachelor of Science, Political Science and Criminal Justice
Saint Paul College-A Community and Technical College 2011 — 2013
Associate of Applied Science, Computer Network Engineering, 4.0 GPA
Dorsey & Whitney LLP August 2013 - Present
Wells Fargo Securities June 2013 - August 2013
St. Catherine University August 2012 - June 2013
Wells Fargo June 2008 - August 2011
Coca Cola Enterprises December 2001 - November 2007
Skills
Insurance, Customer Satisfaction, Sales, Marketing, Analysis, Account Management, Customer Retention, Customer Service, Technical Support, Windows 7, Microsoft Office, Program Management
Education
The University of South Dakota
Bachelor of Science, Political Science and Criminal Justice
Saint Paul College-A Community and Technical College 2011 — 2013
Associate of Applied Science, Computer Network Engineering, 4.0 GPA
Blaine Dickason Blaine Dickason's Wells Fargo Securities Experience 2001 - 2004
Job Head Trader, Fixed Income Portfolio Manager at Quest Investment Management, Inc.
Industry Financial Services
Experience
Quest Investment Management, Inc 2009 - Present
Mazama Capital Management 2004 - 2009
Wells Fargo Securities 2001 - 2004
Skills
Trading, Capital Markets, Trading Systems, Financial Markets, Fixed Income, Securities, Portfolio Management, Investments, Bloomberg, Series 7, Asset Management, Mutual Funds, fundraising, Institutional..., Equities, Equity Trading
Education
Reed College 1990 — 1994
Bachelor of Arts (B.A.), Biology, General
Quest Investment Management, Inc 2009 - Present
Mazama Capital Management 2004 - 2009
Wells Fargo Securities 2001 - 2004
Skills
Trading, Capital Markets, Trading Systems, Financial Markets, Fixed Income, Securities, Portfolio Management, Investments, Bloomberg, Series 7, Asset Management, Mutual Funds, fundraising, Institutional..., Equities, Equity Trading
Education
Reed College 1990 — 1994
Bachelor of Arts (B.A.), Biology, General
Nduka Nwankwo's Wells Fargo Securities Experience February 2015 - Present
Job Securitized Products Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
World Economic Forum June 2015 - Present
Alternatives in Action May 2015 - Present
Wells Fargo Securities February 2015 - Present
Grow With Nigeria February 2015 - Present
Education
Pepperdine University 2009 — 2013
B.A, Economics, Creative Writing
Atlantic Hall School 2005 — 2008
High School Diploma, Economics
World Economic Forum June 2015 - Present
Alternatives in Action May 2015 - Present
Wells Fargo Securities February 2015 - Present
Grow With Nigeria February 2015 - Present
Education
Pepperdine University 2009 — 2013
B.A, Economics, Creative Writing
Atlantic Hall School 2005 — 2008
High School Diploma, Economics
Sara Casey's Wells Fargo Securities Experience June 2013 - Present
Job Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2013 - Present
Westport Soccer Association September 2003 - Present
NORD/LB June 2012 - August 2012
Skills
Financial Analysis
Education
Providence College 2009 — 2013
Bachelor of Science, Finance
London School of Economics and Political Science 2011 — 2012
General Course, Finance/Economics
Staples High School 2005 — 2009
Wells Fargo Securities June 2013 - Present
Westport Soccer Association September 2003 - Present
NORD/LB June 2012 - August 2012
Skills
Financial Analysis
Education
Providence College 2009 — 2013
Bachelor of Science, Finance
London School of Economics and Political Science 2011 — 2012
General Course, Finance/Economics
Staples High School 2005 — 2009
Matthew DeSantis Matthew DeSantis's Wells Fargo Securities Experience February 2013 - May 2014
Job Rates Middle Office AVP at Wells Fargo
Industry Investment Banking
Experience
Wells Fargo June 2014 - Present
Wells Fargo Securities February 2013 - May 2014
Wells Fargo March 2010 - February 2013
Wachovia, A Wells Fargo Company June 2007 - March 2010
Skills
Fixed Income, Middle Office, Bloomberg, Derivatives, Trading, Commodity, VBA, Calypso, Bonds, Credit, Electronic Trading, Accounting, Finance, Capital Markets, Banking, Financial Analysis, Securities, Equities, Series 7, Portfolio Management, Investment Banking, Financial Modeling, Risk Management, Market Risk, Financial Risk, FX Options, CMBS, ABS, CDO, CLO, RMBS, Credit Derivatives, Valuation, Hedge Funds, Financial Markets
Education
Saint Bonaventure University 2006 — 2007
MBA, Finance & Accounting
Saint Bonaventure University 2002 — 2006
BBA, Finance & Management Science
Dubois Central Catholic
Wells Fargo June 2014 - Present
Wells Fargo Securities February 2013 - May 2014
Wells Fargo March 2010 - February 2013
Wachovia, A Wells Fargo Company June 2007 - March 2010
Skills
Fixed Income, Middle Office, Bloomberg, Derivatives, Trading, Commodity, VBA, Calypso, Bonds, Credit, Electronic Trading, Accounting, Finance, Capital Markets, Banking, Financial Analysis, Securities, Equities, Series 7, Portfolio Management, Investment Banking, Financial Modeling, Risk Management, Market Risk, Financial Risk, FX Options, CMBS, ABS, CDO, CLO, RMBS, Credit Derivatives, Valuation, Hedge Funds, Financial Markets
Education
Saint Bonaventure University 2006 — 2007
MBA, Finance & Accounting
Saint Bonaventure University 2002 — 2006
BBA, Finance & Management Science
Dubois Central Catholic
Anthony Nugnes's Wells Fargo Securities Experience 2014 - 2015
Job Lead SQA Engineer at Lowe's Companies, Inc.
Industry Information Technology and Services
Experience
Lowe's Companies, Inc. 2015 - Present
Wells Fargo Securities 2014 - 2015
Federal Reserve Bank of New York 2009 - 2014
NOAA National Weather Service 2007 - 2009
Institutue of Atmospheric Physics - Chinese Academy of Sciences 2007 - 2009
SAIC 2007 - 2007
NOAA National Ocean Service 2006 - 2007
Institutue of Marine and Coastal Sciences at Rutgers University 2003 - 2005
Skills
SQL, Testing, Quality Assurance, SDLC, Business Intelligence, Unix, Software Project..., Meteorology, Data Warehousing, Software Quality..., Informatica, Unix Shell Scripting, Photography, Requirements Analysis, Non-functional Testing, Financial Markets, Data Warehouse..., System Testing, Software Requirements, MS Project, Regression Testing, HTML, Financial Software, Professional Audio, Copy Editing, Test Scripts, Business Analysis, Customer Service, SLA, Marine Engineering, GnuPG, Sharity, Spotfire, Data Masking, Church Media, Equipment Setup, Operating Budgets, Photoshop, Website Development, HP Quality Center
Education
Rutgers University-New Brunswick
BS, Meteorology
International Institute for Software Testing 2010 — 2011
Software Quality Assurance
TIBCO Spotfire 2013 — 2013
Informatica University 2012 — 2012
Lowe's Companies, Inc. 2015 - Present
Wells Fargo Securities 2014 - 2015
Federal Reserve Bank of New York 2009 - 2014
NOAA National Weather Service 2007 - 2009
Institutue of Atmospheric Physics - Chinese Academy of Sciences 2007 - 2009
SAIC 2007 - 2007
NOAA National Ocean Service 2006 - 2007
Institutue of Marine and Coastal Sciences at Rutgers University 2003 - 2005
Skills
SQL, Testing, Quality Assurance, SDLC, Business Intelligence, Unix, Software Project..., Meteorology, Data Warehousing, Software Quality..., Informatica, Unix Shell Scripting, Photography, Requirements Analysis, Non-functional Testing, Financial Markets, Data Warehouse..., System Testing, Software Requirements, MS Project, Regression Testing, HTML, Financial Software, Professional Audio, Copy Editing, Test Scripts, Business Analysis, Customer Service, SLA, Marine Engineering, GnuPG, Sharity, Spotfire, Data Masking, Church Media, Equipment Setup, Operating Budgets, Photoshop, Website Development, HP Quality Center
Education
Rutgers University-New Brunswick
BS, Meteorology
International Institute for Software Testing 2010 — 2011
Software Quality Assurance
TIBCO Spotfire 2013 — 2013
Informatica University 2012 — 2012
Michael Foy, CPA Michael Foy, CPA's Wells Fargo Securities Experience August 2013 - Present
Job Investment Banking Associate
Industry Investment Banking
Experience
Wells Fargo Securities August 2013 - Present
Ernst & Young Capital Advisors 2011 - July 2013
Ernst & Young 2008 - 2011
Skills
Due Diligence, Accounting, Asset Management, Banking, Financial Modeling, Asset Managment, Internal Controls, Mergers & Acquisitions, Valuation, Corporate Finance, Strategy, Private Equity, Financial Analysis, Investment Banking, Business Valuation, Finance
Education
Penn State University 2004 — 2008
BS, Accounting, Economics
Wells Fargo Securities August 2013 - Present
Ernst & Young Capital Advisors 2011 - July 2013
Ernst & Young 2008 - 2011
Skills
Due Diligence, Accounting, Asset Management, Banking, Financial Modeling, Asset Managment, Internal Controls, Mergers & Acquisitions, Valuation, Corporate Finance, Strategy, Private Equity, Financial Analysis, Investment Banking, Business Valuation, Finance
Education
Penn State University 2004 — 2008
BS, Accounting, Economics
Eric Ufer Eric Ufer's Wells Fargo Securities Experience April 2000 - May 2004
Job Pest Solution Provider
Industry Environmental Services
Experience
Pest Solutions LLC January 2011 - Present
Progressive Vehicles LLC July 2003 - Present
Progressive Investments LLC June 2008 - December 2014
THJSL December 2010 - November 2012
Milltown United Soccer Club January 2009 - January 2012
Merriman Curhan Ford & Co. May 2004 - July 2007
Wells Fargo Securities April 2000 - May 2004
Black and Company October 1991 - April 2003
Skills
Pest Solution Provider, Thinking Outside The Box, Investments, Strategic Planning, Management Consulting
Education
Portland State University 1986 — 1993
B.S., Finance
Portland State University - School of Business 1986 — 1993
B.S., Finance
Pest Solutions LLC January 2011 - Present
Progressive Vehicles LLC July 2003 - Present
Progressive Investments LLC June 2008 - December 2014
THJSL December 2010 - November 2012
Milltown United Soccer Club January 2009 - January 2012
Merriman Curhan Ford & Co. May 2004 - July 2007
Wells Fargo Securities April 2000 - May 2004
Black and Company October 1991 - April 2003
Skills
Pest Solution Provider, Thinking Outside The Box, Investments, Strategic Planning, Management Consulting
Education
Portland State University 1986 — 1993
B.S., Finance
Portland State University - School of Business 1986 — 1993
B.S., Finance
Jim Cornacchia Jim Cornacchia's Wells Fargo Securities Experience August 2012 - Present
Job Director at Wells Fargo Securities
Industry Information Technology and Services
Experience
Wells Fargo Securities August 2012 - Present
Merlin Securities August 2011 - August 2012
Bank of America Merrill Lynch January 2010 - December 2010
Bank of America Merrill Lynch January 2009 - December 2009
Banc of America Securities January 2007 - December 2008
Banc of America Securities April 2005 - December 2006
IASG June 2004 - March 2005
MasterCard International January 2002 - April 2004
Sapient Corporation April 1998 - December 2002
APL Digital January 1997 - March 1998
Skills
SDLC, Software Development, Integration, Enterprise Software, Project Management, Oracle, Software Project..., CRM, Market Data, Java, Electronic Trading, Web Applications, Project Delivery, Infrastructure, Start-ups, Trading Systems, Agile Methodologies, Financial Services, Sybase, Enterprise Architecture, Unix, Unix Shell Scripting, SOA, Outsourcing, IT Strategy, Equity Derivatives, Prime Brokerage, Agile Project Management, Perl, Groovy, Security, Architectures, GWT, JavaScript, PL/SQL, Red Hat Linux, Financial Markets, Financial Reporting, Software Documentation, Apache Commons, Tomcat, Objective-C, Xcode, GNU tools, iOS, SmartGWT, Application Development, Infrastructure Projects, Dell PowerEdge Servers, VMware ESX
Education
Rochester Institute of Technology 1989 — 1991
MS, Software Engineering
Syracuse University 1982 — 1986
BS, Computer Engineering
Sewanhaka High School 1979 — 1982
Instrumentation & Automation (pre Engineering)
Wells Fargo Securities August 2012 - Present
Merlin Securities August 2011 - August 2012
Bank of America Merrill Lynch January 2010 - December 2010
Bank of America Merrill Lynch January 2009 - December 2009
Banc of America Securities January 2007 - December 2008
Banc of America Securities April 2005 - December 2006
IASG June 2004 - March 2005
MasterCard International January 2002 - April 2004
Sapient Corporation April 1998 - December 2002
APL Digital January 1997 - March 1998
Skills
SDLC, Software Development, Integration, Enterprise Software, Project Management, Oracle, Software Project..., CRM, Market Data, Java, Electronic Trading, Web Applications, Project Delivery, Infrastructure, Start-ups, Trading Systems, Agile Methodologies, Financial Services, Sybase, Enterprise Architecture, Unix, Unix Shell Scripting, SOA, Outsourcing, IT Strategy, Equity Derivatives, Prime Brokerage, Agile Project Management, Perl, Groovy, Security, Architectures, GWT, JavaScript, PL/SQL, Red Hat Linux, Financial Markets, Financial Reporting, Software Documentation, Apache Commons, Tomcat, Objective-C, Xcode, GNU tools, iOS, SmartGWT, Application Development, Infrastructure Projects, Dell PowerEdge Servers, VMware ESX
Education
Rochester Institute of Technology 1989 — 1991
MS, Software Engineering
Syracuse University 1982 — 1986
BS, Computer Engineering
Sewanhaka High School 1979 — 1982
Instrumentation & Automation (pre Engineering)
Hoony Shin's Wells Fargo Securities Experience June 2008 - July 2012
Job Corporate Finance Associate at ZaZa Energy Corporation
Industry Oil & Energy
Experience
ZaZa Energy Corporation September 2013 - Present
Hines July 2012 - June 2013
Wells Fargo Securities June 2008 - July 2012
Skills
Due Diligence, Investment Banking, Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Acquisitions, Asset Management, Capital Markets, Investments, Private Equity, Portfolio Management, Mergers, Equities
Education
Rice University 2004 — 2008
B.A., Economics & Managerial Studies
James E. Taylor High School 2000 — 2004
ZaZa Energy Corporation September 2013 - Present
Hines July 2012 - June 2013
Wells Fargo Securities June 2008 - July 2012
Skills
Due Diligence, Investment Banking, Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Acquisitions, Asset Management, Capital Markets, Investments, Private Equity, Portfolio Management, Mergers, Equities
Education
Rice University 2004 — 2008
B.A., Economics & Managerial Studies
James E. Taylor High School 2000 — 2004
Adam Wnuk Adam Wnuk's Wells Fargo Securities Experience July 2015 - Present
Job Investment Banking Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities July 2015 - Present
EY July 2014 - July 2015
PNC August 2012 - June 2014
PNC May 2011 - August 2011
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Credit Analysis, Microsoft Excel, Capital Markets, Financial Risk, Portfolio Management, Investments, Finance, Bloomberg, Series 7, Due Diligence, Leadership, Public Speaking, Structured Finance, PowerPoint
Education
Penn State University 2008 — 2012
Finance and Economics
Wells Fargo Securities July 2015 - Present
EY July 2014 - July 2015
PNC August 2012 - June 2014
PNC May 2011 - August 2011
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Credit Analysis, Microsoft Excel, Capital Markets, Financial Risk, Portfolio Management, Investments, Finance, Bloomberg, Series 7, Due Diligence, Leadership, Public Speaking, Structured Finance, PowerPoint
Education
Penn State University 2008 — 2012
Finance and Economics
Montrell Morgan Montrell Morgan's Wells Fargo Securities Experience June 2014 - August 2014
Job Operations Analyst Intern at Wells Fargo Securities
Industry Financial Services
Experience
Omega Sports June 2008 - December 2014
Wells Fargo Securities June 2014 - August 2014
Park Sterling Bank September 2013 - January 2014
First Investors June 2013 - July 2013
NewDominion Bank March 2013 - June 2013
Skills
Public Speaking, Customer Service, Team Leadership, Merchandising, Financial Analysis, PowerPoint, Microsoft Excel, Sageworks, Data Analysis, Analysis, Accounting, Loans, Budgets, Finance, Banking, Commercial Banking, Process Improvement, Underwriting, Sales, Strategy, Sales Management, Training, Marketing, Leadership, Commercial Lending, Risk Management, Small Business Lending, Cross-functional Team..., Credit, Cash Management, Financial Accounting, Financial Reporting, Credit Analysis, Team Building, Retail Banking, Relationship Management, Management, Commercial Real Estate, Commercial Mortgages
Education
Queens University of Charlotte 2012 — 2014
Bachelor of Business Administration (B.B.A.), Minor in American Political Studies, Finance, 3.53
University of Dayton
Omega Sports June 2008 - December 2014
Wells Fargo Securities June 2014 - August 2014
Park Sterling Bank September 2013 - January 2014
First Investors June 2013 - July 2013
NewDominion Bank March 2013 - June 2013
Skills
Public Speaking, Customer Service, Team Leadership, Merchandising, Financial Analysis, PowerPoint, Microsoft Excel, Sageworks, Data Analysis, Analysis, Accounting, Loans, Budgets, Finance, Banking, Commercial Banking, Process Improvement, Underwriting, Sales, Strategy, Sales Management, Training, Marketing, Leadership, Commercial Lending, Risk Management, Small Business Lending, Cross-functional Team..., Credit, Cash Management, Financial Accounting, Financial Reporting, Credit Analysis, Team Building, Retail Banking, Relationship Management, Management, Commercial Real Estate, Commercial Mortgages
Education
Queens University of Charlotte 2012 — 2014
Bachelor of Business Administration (B.B.A.), Minor in American Political Studies, Finance, 3.53
University of Dayton
Peter Drier's Wells Fargo Securities Experience August 2012 - May 2015
Job Chief Recreation Officer at Funemployed
Industry Computer Software
Experience
Funemployed May 2015 - Present
Peter's Photography January 2005 - Present
Wells Fargo Securities August 2012 - May 2015
Merlin Securities May 2011 - July 2012
Bridgewater Associates November 2008 - August 2009
Bank of America September 2006 - November 2008
JPMorganChase November 2004 - August 2006
JPMorgan 2004 - 2006
Credit Suisse First Boston September 2002 - November 2004
Sapient June 1997 - July 2002
Skills
Trading Systems, Equities, Options, SDLC, Application Architecture, Hedge Funds, Prime Brokerage, Program Trading, Agile Methodologies, Subversion, JIRA, HTML, Sybase, C++, SOA, C#, Oracle, JSON, Derivatives, WPF, Electronic Trading, XML, Financial Markets, Microsoft SQL Server, Software Development, Enterprise Architecture, Object Oriented Design, .NET, Project Management, Consulting, Software Project..., Trading, Capital Markets
Education
Rensselaer Polytechnic Institute 1993 — 1997
BS
Funemployed May 2015 - Present
Peter's Photography January 2005 - Present
Wells Fargo Securities August 2012 - May 2015
Merlin Securities May 2011 - July 2012
Bridgewater Associates November 2008 - August 2009
Bank of America September 2006 - November 2008
JPMorganChase November 2004 - August 2006
JPMorgan 2004 - 2006
Credit Suisse First Boston September 2002 - November 2004
Sapient June 1997 - July 2002
Skills
Trading Systems, Equities, Options, SDLC, Application Architecture, Hedge Funds, Prime Brokerage, Program Trading, Agile Methodologies, Subversion, JIRA, HTML, Sybase, C++, SOA, C#, Oracle, JSON, Derivatives, WPF, Electronic Trading, XML, Financial Markets, Microsoft SQL Server, Software Development, Enterprise Architecture, Object Oriented Design, .NET, Project Management, Consulting, Software Project..., Trading, Capital Markets
Education
Rensselaer Polytechnic Institute 1993 — 1997
BS
Spencer Rawles's Wells Fargo Securities Experience October 2010 - March 2015
Job Vice President Principal Investing at Wells Fargo
Industry Investment Banking
Experience
Wells Fargo March 2015 - Present
Wells Fargo Securities October 2010 - March 2015
Wells Fargo Securities August 2006 - June 2010
Wells Fargo September 2005 - July 2006
Skills
Investment Banking, Leveraged Finance, Financial Modeling, Financial Analysis, Credit Analysis, Fixed Income Analysis
Education
Princeton University 2001 — 2005
A.B., Economics
Novato High School 1997 — 2001
Wells Fargo March 2015 - Present
Wells Fargo Securities October 2010 - March 2015
Wells Fargo Securities August 2006 - June 2010
Wells Fargo September 2005 - July 2006
Skills
Investment Banking, Leveraged Finance, Financial Modeling, Financial Analysis, Credit Analysis, Fixed Income Analysis
Education
Princeton University 2001 — 2005
A.B., Economics
Novato High School 1997 — 2001
Jeremy Goebel's Wells Fargo Securities Experience May 2000 - March 2014
Job Managing Director Piper Jaffray
Industry Capital Markets
Experience
Hopwood Lane - a division of Piper Jaffray April 2014 - Present
City of Jordan, MN October 2008 - Present
City of Jordan January 2002 - Present
Wells Fargo Securities May 2000 - March 2014
Piper Jaffray April 1999 - May 2000
LFK Incorporated October 1997 - April 1999
Skills
Investment Banking, Analysis, Strategic Planning, Credit Analysis, Private Equity, Mutual Funds, Investment Advisory, FINRA, Asset Allocation, Alternative Investments, MBS, Equities, Financial Services, Financial Markets, Series 24, FX Options, Swaps, Investment Strategies, Investment Management, Options, ETFs, Trading Systems, Banking, Middle Office, Treasury, CDS, Credit Derivatives, Structured Products, Financial Modeling, Hedge Funds
Education
Indiana University - Kelley School of Business 2005 — 2007
Grad Cert, Forensic Accounting - Business Valuation
University of Saint Thomas - School of Business 2001 — 2005
MBA, Finance
St. John's University 1996 — 2000
Bachelor of Arts (BA), Business Administration and Management, General
Hopwood Lane - a division of Piper Jaffray April 2014 - Present
City of Jordan, MN October 2008 - Present
City of Jordan January 2002 - Present
Wells Fargo Securities May 2000 - March 2014
Piper Jaffray April 1999 - May 2000
LFK Incorporated October 1997 - April 1999
Skills
Investment Banking, Analysis, Strategic Planning, Credit Analysis, Private Equity, Mutual Funds, Investment Advisory, FINRA, Asset Allocation, Alternative Investments, MBS, Equities, Financial Services, Financial Markets, Series 24, FX Options, Swaps, Investment Strategies, Investment Management, Options, ETFs, Trading Systems, Banking, Middle Office, Treasury, CDS, Credit Derivatives, Structured Products, Financial Modeling, Hedge Funds
Education
Indiana University - Kelley School of Business 2005 — 2007
Grad Cert, Forensic Accounting - Business Valuation
University of Saint Thomas - School of Business 2001 — 2005
MBA, Finance
St. John's University 1996 — 2000
Bachelor of Arts (BA), Business Administration and Management, General
Craig Hrinkevich's Wells Fargo Securities Experience November 2007 - Present
Job Managing Director, Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities November 2007 - Present
A.G. Edwards & Sons, Inc. March 1995 - November 2007
State of New Jersey 1990 - 1992
Skills
Project Finance, Higher Education, Transportation, Not-for-profit, Capital Markets, Bonds, Investment Banking, Fixed Income, Series 7, Asset Managment, Financial Modeling, Investments, Securities, Portfolio Management, Credit Analysis, Financial Analysis, Public Finance, Alternative Investments, Investment Management, Credit, Financial Structuring, Structured Finance, Banking, Hedge Funds, Mutual Funds, Valuation, Asset Management, Bloomberg
Education
University of Pennsylvania 1990 — 1992
M.G.A., Master of Governmental Administration
Rutgers University-New Brunswick 1984 — 1988
B.A., Political Science
Wells Fargo Securities November 2007 - Present
A.G. Edwards & Sons, Inc. March 1995 - November 2007
State of New Jersey 1990 - 1992
Skills
Project Finance, Higher Education, Transportation, Not-for-profit, Capital Markets, Bonds, Investment Banking, Fixed Income, Series 7, Asset Managment, Financial Modeling, Investments, Securities, Portfolio Management, Credit Analysis, Financial Analysis, Public Finance, Alternative Investments, Investment Management, Credit, Financial Structuring, Structured Finance, Banking, Hedge Funds, Mutual Funds, Valuation, Asset Management, Bloomberg
Education
University of Pennsylvania 1990 — 1992
M.G.A., Master of Governmental Administration
Rutgers University-New Brunswick 1984 — 1988
B.A., Political Science
Herman Chan, CFA's Wells Fargo Securities Experience January 2012 - August 2014
Job Entrepreneurial Equity Research Analyst In Financial Services
Industry Capital Markets
Experience
Capital One June 2015 - Present
Wells Fargo Securities January 2012 - August 2014
Wells Fargo Securities December 2007 - January 2012
Citigroup Investment Research July 2006 - November 2007
Wachovia Capital Markets August 2005 - July 2006
Prudential Equity Group December 2004 - August 2005
Microsoft 2001 - 2001
Skills
Banking, Management, Equities, Equity Research, Finance, Investments, Financial Analysis, Bloomberg, Capital Markets, Hedge Funds, Financial Modeling, Valuation, Financial Services, Securities
Education
Penn State University 1998 — 2002
Bachelor of Science (B.S.), Finance
Capital One June 2015 - Present
Wells Fargo Securities January 2012 - August 2014
Wells Fargo Securities December 2007 - January 2012
Citigroup Investment Research July 2006 - November 2007
Wachovia Capital Markets August 2005 - July 2006
Prudential Equity Group December 2004 - August 2005
Microsoft 2001 - 2001
Skills
Banking, Management, Equities, Equity Research, Finance, Investments, Financial Analysis, Bloomberg, Capital Markets, Hedge Funds, Financial Modeling, Valuation, Financial Services, Securities
Education
Penn State University 1998 — 2002
Bachelor of Science (B.S.), Finance
Erin Moloney's Wells Fargo Securities Experience August 2000 - March 2002
Job Senior Manager, Strategy/PMO at Banfield Pet Hospital
Industry Veterinary
Experience
Banfield Pet Hospital March 2014 - Present
Banfield Pet Hospital January 2011 - March 2014
Banfield Pet Hospital October 2009 - January 2011
Mosaic Reseach April 2008 - November 2008
Merriman Curhan Ford & Co. July 2004 - April 2008
D.A. Davidson & Co. March 2002 - June 2004
Wells Fargo Securities August 2000 - March 2002
Skills
Financial Analysis, Equity Research, Retail, Operations Management, Strategic Financial..., Financial Modeling, Team Building, Analysis, P&L, Financial Planning, Business Strategy, Finance, Forecasting, Accounting, Mergers & Acquisitions, Income Statement, Customer Service, Training, Budgets
Education
Portland State University 1997 — 2000
Bachelor of Arts, Accounting
Banfield Pet Hospital March 2014 - Present
Banfield Pet Hospital January 2011 - March 2014
Banfield Pet Hospital October 2009 - January 2011
Mosaic Reseach April 2008 - November 2008
Merriman Curhan Ford & Co. July 2004 - April 2008
D.A. Davidson & Co. March 2002 - June 2004
Wells Fargo Securities August 2000 - March 2002
Skills
Financial Analysis, Equity Research, Retail, Operations Management, Strategic Financial..., Financial Modeling, Team Building, Analysis, P&L, Financial Planning, Business Strategy, Finance, Forecasting, Accounting, Mergers & Acquisitions, Income Statement, Customer Service, Training, Budgets
Education
Portland State University 1997 — 2000
Bachelor of Arts, Accounting
Gautam Gururaj's Wells Fargo Securities Experience October 2014 - Present
Job Director, Client Trade Services Risk Management at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities October 2014 - Present
CME Group November 2011 - October 2014
Barclays Capital September 2008 - October 2011
Lehman Brothers September 2007 - September 2008
Towers Watson 2002 - 2003
Skills
Derivatives, Fixed Income, Capital Markets, Equities, Hedge Funds, Portfolio Management, Finance, Investment Banking, Trading Systems, Options
Education
Princeton University 2005 — 2007
M.Fin., Financial Engineering
Yale University 2001 — 2005
B.S., Applied Mathematics, Economics
Wells Fargo Securities October 2014 - Present
CME Group November 2011 - October 2014
Barclays Capital September 2008 - October 2011
Lehman Brothers September 2007 - September 2008
Towers Watson 2002 - 2003
Skills
Derivatives, Fixed Income, Capital Markets, Equities, Hedge Funds, Portfolio Management, Finance, Investment Banking, Trading Systems, Options
Education
Princeton University 2005 — 2007
M.Fin., Financial Engineering
Yale University 2001 — 2005
B.S., Applied Mathematics, Economics
Craig Cannon's Wells Fargo Securities Experience November 2013 - May 2014
Job Microsoft SQL / ETL Developer
Industry Information Technology and Services
Experience
Bank of America Merchant Services January 2015 - May 2015
Bank of America June 2014 - December 2014
Wells Fargo Securities November 2013 - May 2014
Bank of America September 2010 - November 2013
Carolina Neurosurgery and Spine Associates February 2009 - August 2010
IBIS Inc. May 2007 - September 2008
SCI Consulting June 2006 - September 2008
InfoVision, Inc. / Carolinas NetCare January 1999 - March 2007
Technologies Edge September 1997 - December 1998
Analysts International Corporation January 1996 - September 1997
Skills
Microsoft SQL Server, SharePoint, Databases, Windows Server, IIS, SQL, Disaster Recovery, SSRS, Integration, SSIS, Visual Studio, Database Administration, Microsoft Exchange, Data Warehousing, Analysis Services, T-SQL, Microsoft Dynamics, Business Analysis, Enterprise Software, CRM
Education
Palm Beach Atlantic University 1988 — 1990
B.S., Psychology
Polk State College 1987 — 1988
AA, Religion and Philosophy
United States Military Academy at West Point 1986 — 1987
Bank of America Merchant Services January 2015 - May 2015
Bank of America June 2014 - December 2014
Wells Fargo Securities November 2013 - May 2014
Bank of America September 2010 - November 2013
Carolina Neurosurgery and Spine Associates February 2009 - August 2010
IBIS Inc. May 2007 - September 2008
SCI Consulting June 2006 - September 2008
InfoVision, Inc. / Carolinas NetCare January 1999 - March 2007
Technologies Edge September 1997 - December 1998
Analysts International Corporation January 1996 - September 1997
Skills
Microsoft SQL Server, SharePoint, Databases, Windows Server, IIS, SQL, Disaster Recovery, SSRS, Integration, SSIS, Visual Studio, Database Administration, Microsoft Exchange, Data Warehousing, Analysis Services, T-SQL, Microsoft Dynamics, Business Analysis, Enterprise Software, CRM
Education
Palm Beach Atlantic University 1988 — 1990
B.S., Psychology
Polk State College 1987 — 1988
AA, Religion and Philosophy
United States Military Academy at West Point 1986 — 1987
Mark Melief's Wells Fargo Securities Experience July 2011 - Present
Job Interest Rate Derivatives Associate at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities July 2011 - Present
Wells Fargo Bank May 2009 - July 2011
LexBlog Inc. June 2007 - July 2008
Vector Marketing 2004 - 2007
Education
Pomona College 2001 — 2006
BA, Economics
The Hotchkiss School
Wells Fargo Securities July 2011 - Present
Wells Fargo Bank May 2009 - July 2011
LexBlog Inc. June 2007 - July 2008
Vector Marketing 2004 - 2007
Education
Pomona College 2001 — 2006
BA, Economics
The Hotchkiss School
Antonio Barakat's Wells Fargo Securities Experience 2014 - Present
Job Capital Markets at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities 2014 - Present
Morgan Stanley May 2013 - Present
Credit Suisse March 2010 - April 2013
Goldman Sachs September 2005 - June 2011
Credit Suisse 2010 - 2011
Credit Suisse 2010 - 2011
INET ATS 2005 - 2005
NYFIX 2003 - 2005
NYFIX 2003 - 2005
Jefferies & Co 1999 - 2003
Skills
Derivatives, Electronic Trading, Equities, Trading Systems, Trading, Capital Markets, Market Data, Management, Fixed Income, Investment Banking, Financial Services, Equity Derivatives, Order Management, Bloomberg, FX Options, Financial Markets, Hedge Funds, Middle Office, Equity Trading, Options, Structured Products, Low Latency, Back Office, Business Analysis, Risk Management, Securities, Portfolio Management
Education
BHS
BHS
Rutgers University-New Brunswick
Wells Fargo Securities 2014 - Present
Morgan Stanley May 2013 - Present
Credit Suisse March 2010 - April 2013
Goldman Sachs September 2005 - June 2011
Credit Suisse 2010 - 2011
Credit Suisse 2010 - 2011
INET ATS 2005 - 2005
NYFIX 2003 - 2005
NYFIX 2003 - 2005
Jefferies & Co 1999 - 2003
Skills
Derivatives, Electronic Trading, Equities, Trading Systems, Trading, Capital Markets, Market Data, Management, Fixed Income, Investment Banking, Financial Services, Equity Derivatives, Order Management, Bloomberg, FX Options, Financial Markets, Hedge Funds, Middle Office, Equity Trading, Options, Structured Products, Low Latency, Back Office, Business Analysis, Risk Management, Securities, Portfolio Management
Education
BHS
BHS
Rutgers University-New Brunswick
Andrew Berlinski, CPA, CFA's Wells Fargo Securities Experience 1994 - 1999
Job Finance Director at Northwestern Mutual Capital
Industry Financial Services
Experience
Northwestern Mutual April 2008 - Present
Novo Group, Inc. August 2005 - April 2008
Baird Capital January 2003 - August 2005
Baird Capital August 1999 - December 2002
Wells Fargo Securities 1994 - 1999
Skills
Financial Modeling, Due Diligence, Valuation, Private Equity, Finance, Financial Reporting, Investments, Portfolio Management, Accounting, Capital Markets, Alternative Investments, Budgets, Cash Flow, Investor Relations, Mutual Funds, Leadership, Management, Strategic Planning, Financial Structuring, Acquisitions
Education
University of Wisconsin-Milwaukee - Lubar School of Business 1990 — 1992
MS Finance, Finance
Purdue University - Krannert School of Management 1988 — 1992
BS Accounting
Northwestern Mutual April 2008 - Present
Novo Group, Inc. August 2005 - April 2008
Baird Capital January 2003 - August 2005
Baird Capital August 1999 - December 2002
Wells Fargo Securities 1994 - 1999
Skills
Financial Modeling, Due Diligence, Valuation, Private Equity, Finance, Financial Reporting, Investments, Portfolio Management, Accounting, Capital Markets, Alternative Investments, Budgets, Cash Flow, Investor Relations, Mutual Funds, Leadership, Management, Strategic Planning, Financial Structuring, Acquisitions
Education
University of Wisconsin-Milwaukee - Lubar School of Business 1990 — 1992
MS Finance, Finance
Purdue University - Krannert School of Management 1988 — 1992
BS Accounting
Kelly Tiedeken's Wells Fargo Securities Experience August 2012 - Present
Job Vice President, Capital Introduction at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities August 2012 - Present
Merlin Securities August 2009 - August 2012
Tower Capital Asset Management July 2008 - July 2009
Brightleaf Capital January 2007 - May 2008
Thomson Financial 2005 - 2006
Deutsche Asset Management 2002 - 2005
Education
Penn State University 1997 — 2001
Finance & International Business
Temple University 2000 — 2000
Wells Fargo Securities August 2012 - Present
Merlin Securities August 2009 - August 2012
Tower Capital Asset Management July 2008 - July 2009
Brightleaf Capital January 2007 - May 2008
Thomson Financial 2005 - 2006
Deutsche Asset Management 2002 - 2005
Education
Penn State University 1997 — 2001
Finance & International Business
Temple University 2000 — 2000
Heather Jousma's Wells Fargo Securities Experience February 2006 - Present
Job Vice President at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities February 2006 - Present
Skills
Capital Markets, Investment Banking, Portfolio Management, Credit
Education
Penn State University 1993 — 1997
Wells Fargo Securities February 2006 - Present
Skills
Capital Markets, Investment Banking, Portfolio Management, Credit
Education
Penn State University 1993 — 1997
Brendan Maiorana's Wells Fargo Securities Experience June 2005 - Present
Job Equity Research Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Securities June 2005 - Present
Wachovia Securities, LLC 2005 - Present
Wachovia, A Wells Fargo Company 2005 - Present
Wells Fargo 2005 - Present
Wells Fargo (Formerly Wachovia Securities) 2005 - Present
Hibernia Southcoast Capital 2004 - 2005
Bear Stearns 2003 - 2003
Ernst & Young 1998 - 2002
Education
Rutgers University-New Brunswick 1994 — 1998
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Wells Fargo Securities June 2005 - Present
Wachovia Securities, LLC 2005 - Present
Wachovia, A Wells Fargo Company 2005 - Present
Wells Fargo 2005 - Present
Wells Fargo (Formerly Wachovia Securities) 2005 - Present
Hibernia Southcoast Capital 2004 - 2005
Bear Stearns 2003 - 2003
Ernst & Young 1998 - 2002
Education
Rutgers University-New Brunswick 1994 — 1998
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Earl Saunders's Wells Fargo Securities Experience 2011 - 2013
Job Sr. PC/LAN Mgmt Tech Spec at Wachovia Securities
Industry Information Technology and Services
Experience
Wachovia Securities 2003 - Present
Wells Fargo Securities 2011 - 2013
Skills
Business Analysis, Vendor Management, Active Directory, IT Strategy, Troubleshooting, Disaster Recovery, Integration, SDLC, Customer Service, SharePoint
Education
Radford University 1988 — 1992
BS, Computer Science
Wachovia Securities 2003 - Present
Wells Fargo Securities 2011 - 2013
Skills
Business Analysis, Vendor Management, Active Directory, IT Strategy, Troubleshooting, Disaster Recovery, Integration, SDLC, Customer Service, SharePoint
Education
Radford University 1988 — 1992
BS, Computer Science
Sheana Smith's Wells Fargo Securities Experience April 2015 - Present
Job Director, Funding, Capital, and Liquidity at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities April 2015 - Present
Wells Fargo Securities February 2014 - Present
Skills
Process Improvement, Program Management, Change Management, Leadership, Cross-functional Team..., Project Management, Six Sigma, Business Process, Business Process..., Analysis, Risk Management, PMO, Financial Analysis, Strategic Planning, Team Building, Data Analysis, Operations Management, Vendor Management, Banking, Forecasting, Management, Analytics, Finance, CRM, Business Strategy
Education
Purdue University - Krannert School of Management 2006 — 2008
MBA
University of Nebraska-Lincoln 2000 — 2005
BS
Wells Fargo Securities April 2015 - Present
Wells Fargo Securities February 2014 - Present
Skills
Process Improvement, Program Management, Change Management, Leadership, Cross-functional Team..., Project Management, Six Sigma, Business Process, Business Process..., Analysis, Risk Management, PMO, Financial Analysis, Strategic Planning, Team Building, Data Analysis, Operations Management, Vendor Management, Banking, Forecasting, Management, Analytics, Finance, CRM, Business Strategy
Education
Purdue University - Krannert School of Management 2006 — 2008
MBA
University of Nebraska-Lincoln 2000 — 2005
BS
Erick Navarro's Wells Fargo Securities Experience August 2014 - Present
Job Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Securities August 2014 - Present
Barclays November 2013 - June 2014
Barclays Capital January 2007 - June 2014
Barclays September 2010 - October 2013
Barclays August 2007 - August 2010
Barclays January 2007 - July 2007
Skills
Capital Markets, Bloomberg, Derivatives, Trading, Hedge Funds, Risk Management, Financial Risk, Emerging Markets, Banking, Back Office, Credit, Analysis, Settlement, Account Reconciliation
Education
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2006
BA, Economics
Wells Fargo Securities August 2014 - Present
Barclays November 2013 - June 2014
Barclays Capital January 2007 - June 2014
Barclays September 2010 - October 2013
Barclays August 2007 - August 2010
Barclays January 2007 - July 2007
Skills
Capital Markets, Bloomberg, Derivatives, Trading, Hedge Funds, Risk Management, Financial Risk, Emerging Markets, Banking, Back Office, Credit, Analysis, Settlement, Account Reconciliation
Education
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2006
BA, Economics
Shelley Doherty's Wells Fargo Securities Experience July 1998 - October 2015
Job Financial Services Professional focused on Bank and Broker/Dealer Product and Business Management
Industry Financial Services
Experience
Wells Fargo Securities July 1998 - October 2015
Wells Fargo June 1996 - July 1998
First Interstate Bank May 1990 - June 1996
Skills
Investments, Fixed Income, Banking, Series 7, Securities, Product Management, Mutual Funds, Series 24, Series 63, Series 52, Financial Services, Strategic Planning, Leadership, FINRA, Portfolio Management, Capital Markets, Management, Business Management, Vendor Relationship..., Business Process..., Cross-functional Team..., Cross Selling, Product Marketing, Product Launch, Securities License, Team Leadership, Deposits, Treasury Management, Relationship Management
Education
Portland Community College
Business/Finance
Portland State University
Business/Managerial Economics
Wells Fargo Securities July 1998 - October 2015
Wells Fargo June 1996 - July 1998
First Interstate Bank May 1990 - June 1996
Skills
Investments, Fixed Income, Banking, Series 7, Securities, Product Management, Mutual Funds, Series 24, Series 63, Series 52, Financial Services, Strategic Planning, Leadership, FINRA, Portfolio Management, Capital Markets, Management, Business Management, Vendor Relationship..., Business Process..., Cross-functional Team..., Cross Selling, Product Marketing, Product Launch, Securities License, Team Leadership, Deposits, Treasury Management, Relationship Management
Education
Portland Community College
Business/Finance
Portland State University
Business/Managerial Economics
Melissa Witten's Wells Fargo Securities Experience October 2009 - Present
Job Trading Operations at Mischler Financial Group
Industry Capital Markets
Experience
Mischler Financial Group April 2014 - Present
Wells Fargo Securities October 2009 - Present
Skills
Marketing, Fixed Income, Series 63, Investments, Series 7, Securities, Sales
Education
San Diego State University-California State University 2005 — 2008
University of Oregon - Charles H. Lundquist College of Business 2003 — 2005
Mischler Financial Group April 2014 - Present
Wells Fargo Securities October 2009 - Present
Skills
Marketing, Fixed Income, Series 63, Investments, Series 7, Securities, Sales
Education
San Diego State University-California State University 2005 — 2008
University of Oregon - Charles H. Lundquist College of Business 2003 — 2005
Neal Noland's Wells Fargo Securities Experience May 2014 - Present
Job Operational Risk at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities May 2014 - Present
Bank of America November 2010 - April 2014
Bank of America October 2008 - October 2010
Wachovia October 2007 - October 2008
Skills
Risk Management, Banking, Financial Analysis, AML, Fixed Income, Operational Risk..., Data Analysis, Portfolio Management, Operational Risk, Equities
Education
McColl School of Business, Queens University 2012 — 2014
Master of Business Administration (MBA), Finance
Roanoke College 2003 — 2007
Wells Fargo Securities May 2014 - Present
Bank of America November 2010 - April 2014
Bank of America October 2008 - October 2010
Wachovia October 2007 - October 2008
Skills
Risk Management, Banking, Financial Analysis, AML, Fixed Income, Operational Risk..., Data Analysis, Portfolio Management, Operational Risk, Equities
Education
McColl School of Business, Queens University 2012 — 2014
Master of Business Administration (MBA), Finance
Roanoke College 2003 — 2007
Sereta-Diane Scholz's Wells Fargo Securities Experience April 1994 - June 1996
Job Marketing/Client Relations Manager at Equity Capital Real Estate
Industry Real Estate
Experience
Equity Capital Real Estate March 2010 - Present
Robin Taylor Roth Enterprises February 2009 - Present
Century 21 June 2002 - September 2008
Realogy 2005 - 2008
Griffith, Grant & Lackie August 1998 - May 2002
Century 21 Heritage Real Estate July 1995 - July 1998
Wells Fargo Securities April 1994 - June 1996
Education
Saint Mary's College of California 1990 — 1993
Equity Capital Real Estate March 2010 - Present
Robin Taylor Roth Enterprises February 2009 - Present
Century 21 June 2002 - September 2008
Realogy 2005 - 2008
Griffith, Grant & Lackie August 1998 - May 2002
Century 21 Heritage Real Estate July 1995 - July 1998
Wells Fargo Securities April 1994 - June 1996
Education
Saint Mary's College of California 1990 — 1993
Adam Pierce's Wells Fargo Securities Experience July 2007 - July 2010
Job Finance Manager at Sempra U.S. Gas & Power
Industry Oil & Energy
Experience
Sempra U.S. Gas & Power May 2015 - Present
Sempra U.S. Gas & Power July 2014 - May 2015
Sempra U.S. Gas & Power August 2013 - July 2014
Sempra Energy August 2012 - August 2013
Stern Brothers July 2010 - August 2012
Wells Fargo Securities July 2007 - July 2010
Lehman Brothers June 2006 - August 2006
Skills
Investment Banking, Bloomberg, Valuation, Credit, Equities, Capital Markets, Project Finance, Finance, Corporate Finance, Financial Modeling, Mergers & Acquisitions, Due Diligence, Analysis, Financial Analysis, Investments, Corporate Development
Education
Saint Louis University 2003 — 2007
Bachelors of Science, Economics and Finance
Sempra U.S. Gas & Power May 2015 - Present
Sempra U.S. Gas & Power July 2014 - May 2015
Sempra U.S. Gas & Power August 2013 - July 2014
Sempra Energy August 2012 - August 2013
Stern Brothers July 2010 - August 2012
Wells Fargo Securities July 2007 - July 2010
Lehman Brothers June 2006 - August 2006
Skills
Investment Banking, Bloomberg, Valuation, Credit, Equities, Capital Markets, Project Finance, Finance, Corporate Finance, Financial Modeling, Mergers & Acquisitions, Due Diligence, Analysis, Financial Analysis, Investments, Corporate Development
Education
Saint Louis University 2003 — 2007
Bachelors of Science, Economics and Finance
Pavithrini Kota's Wells Fargo Securities Experience July 2014 - Present
Job Technical Lead at Wells Fargo Securities
Industry Information Technology and Services
Experience
Wells Fargo Securities July 2014 - Present
ETS July 2013 - June 2014
Barclays Capital March 2011 - June 2013
Barclays Capital September 2008 - February 2011
Lehman Brothers March 2007 - September 2008
SIAC June 2001 - December 2006
Skills
JAVA, J2EE Application..., JMS, TIBCO Rendezvous, Coherence, XML, Spring, Spring Integration, Spring Batch, Weblogic, C++, Java, Unix, Unix Shell Scripting, Trading Systems, ClearCase, SDLC, Derivatives, Sybase, Trading, SOA, Hibernate, Java Enterprise Edition, JDBC
Education
Osmania University 1986 — 1989
BE, Electroincs & Comm. Engg
Osmania University 1986 — 1989
Bachelor's of Engineering, Electronics and Communications Engineering
Wells Fargo Securities July 2014 - Present
ETS July 2013 - June 2014
Barclays Capital March 2011 - June 2013
Barclays Capital September 2008 - February 2011
Lehman Brothers March 2007 - September 2008
SIAC June 2001 - December 2006
Skills
JAVA, J2EE Application..., JMS, TIBCO Rendezvous, Coherence, XML, Spring, Spring Integration, Spring Batch, Weblogic, C++, Java, Unix, Unix Shell Scripting, Trading Systems, ClearCase, SDLC, Derivatives, Sybase, Trading, SOA, Hibernate, Java Enterprise Edition, JDBC
Education
Osmania University 1986 — 1989
BE, Electroincs & Comm. Engg
Osmania University 1986 — 1989
Bachelor's of Engineering, Electronics and Communications Engineering
Crystal Reece's Wells Fargo Securities Experience September 2014 - Present
Job Asset Backed Finance
Industry Financial Services
Experience
Wells Fargo Securities September 2014 - Present
Wells Fargo October 2011 - September 2014
Wells Fargo August 2009 - October 2011
Evergreen Investments April 2007 - July 2009
Wachovia Securities, LLC December 2006 - April 2007
Skills
Financial Analysis, Credit Analysis, Financial Modeling, Leveraged Finance, Leveraged Lending, Capital Markets, Credit Risk, Recapitalizations, Due Diligence, Transaction Experience, Underwriting, Cross Selling, Bloomberg, Series 63, Series 79, Investments, Portfolio Management, Credit
Education
Queens University of Charlotte 2008 — 2010
MBA, Finance
University of North Carolina at Charlotte - Belk College of Business 2003 — 2006
BSBA, Marketing and Finance
Wells Fargo Securities September 2014 - Present
Wells Fargo October 2011 - September 2014
Wells Fargo August 2009 - October 2011
Evergreen Investments April 2007 - July 2009
Wachovia Securities, LLC December 2006 - April 2007
Skills
Financial Analysis, Credit Analysis, Financial Modeling, Leveraged Finance, Leveraged Lending, Capital Markets, Credit Risk, Recapitalizations, Due Diligence, Transaction Experience, Underwriting, Cross Selling, Bloomberg, Series 63, Series 79, Investments, Portfolio Management, Credit
Education
Queens University of Charlotte 2008 — 2010
MBA, Finance
University of North Carolina at Charlotte - Belk College of Business 2003 — 2006
BSBA, Marketing and Finance
Kwangsoo Kim's Wells Fargo Securities Experience May 2011 - Present
Job Compliance Consultant
Industry Financial Services
Experience
Wells Fargo Securities May 2011 - Present
Frank Cafasso 2003 - 2014
Morgan Stanley Smith Barney June 2009 - May 2011
Smith Barney January 2006 - May 2009
Smith Barney April 2004 - December 2005
Twenty-First Securities Corporation September 2001 - September 2003
Axis West LLC May 1999 - May 2001
Susquehanna International Group June 1996 - April 1999
Skills
Bloomberg, Derivatives, Equities, Financial Modeling, Fixed Income, Options, Portfolio Management, Securities, Trading
Education
Rutgers University 1986 — 1990
Bachelor of Arts (B.A.), Economics
Cherry Hill East 1982 — 1986
Wells Fargo Securities May 2011 - Present
Frank Cafasso 2003 - 2014
Morgan Stanley Smith Barney June 2009 - May 2011
Smith Barney January 2006 - May 2009
Smith Barney April 2004 - December 2005
Twenty-First Securities Corporation September 2001 - September 2003
Axis West LLC May 1999 - May 2001
Susquehanna International Group June 1996 - April 1999
Skills
Bloomberg, Derivatives, Equities, Financial Modeling, Fixed Income, Options, Portfolio Management, Securities, Trading
Education
Rutgers University 1986 — 1990
Bachelor of Arts (B.A.), Economics
Cherry Hill East 1982 — 1986
Christie Tintle's Wells Fargo Securities Experience January 2013 - Present
Job ABS Syndicate at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities January 2013 - Present
Wells Fargo November 2012 - February 2013
Bloomberg July 2011 - November 2012
Bloomberg Financial July 2007 - July 2011
Education
Providence College 2003 — 2007
Political Science
Wells Fargo Securities January 2013 - Present
Wells Fargo November 2012 - February 2013
Bloomberg July 2011 - November 2012
Bloomberg Financial July 2007 - July 2011
Education
Providence College 2003 — 2007
Political Science
Erwin Williams's Wells Fargo Securities Experience October 1992 - Present
Job Director at Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo Securities October 1992 - Present
Skills
Investments
Education
Queens University of Charlotte
Wells Fargo Securities October 1992 - Present
Skills
Investments
Education
Queens University of Charlotte
William Nguyen's Wells Fargo Securities Experience 2010 - 2010
Job MBA Candidate at The Wharton School
Industry Consumer Goods
Experience
EG Capital Group 2013 - 2015
Citigroup Global Markets 2011 - 2013
Wells Fargo Securities 2010 - 2010
Citibank 2009 - 2009
Skills
Investment Banking, Valuation, Financial Modeling, Bloomberg, Capital Markets, Equities, Private Equity, LBO, Fixed Income, Corporate Finance, Legal Documents, Investments, Due Diligence, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA)
Princeton University 2007 — 2011
Bachelor of Science in Engineering, Operations Research and Financial Engineering
EG Capital Group 2013 - 2015
Citigroup Global Markets 2011 - 2013
Wells Fargo Securities 2010 - 2010
Citibank 2009 - 2009
Skills
Investment Banking, Valuation, Financial Modeling, Bloomberg, Capital Markets, Equities, Private Equity, LBO, Fixed Income, Corporate Finance, Legal Documents, Investments, Due Diligence, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA)
Princeton University 2007 — 2011
Bachelor of Science in Engineering, Operations Research and Financial Engineering
Kira Bazile's Wells Fargo Securities Experience February 2015 - Present
Job Director, Prime Services at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities February 2015 - Present
North Street Global April 2014 - February 2015
BTIG October 2009 - March 2014
Deutsche Bank 2001 - 2009
Goldman Sachs 1997 - 2001
Morgan Stanley 1995 - 1997
Chemical Bank (JP Morgan Chase) 1993 - 1995
Skills
Securities, Prime Brokerage, Fixed Income, Alternative Investments, Hedge Funds, Derivatives, Equities, Financial Markets, Capital Markets, Trading, Fund Of Funds, Bloomberg, Equity Derivatives, Middle Office, Equity Research, Investments, Asset Management, Investment Banking, Options, Equity Trading, Private Equity, Electronic Trading, Series 7
Education
Pace University 1990 — 1993
Bachelor's Degree, General Accounting, Cum Laude
Oakwood School
Wells Fargo Securities February 2015 - Present
North Street Global April 2014 - February 2015
BTIG October 2009 - March 2014
Deutsche Bank 2001 - 2009
Goldman Sachs 1997 - 2001
Morgan Stanley 1995 - 1997
Chemical Bank (JP Morgan Chase) 1993 - 1995
Skills
Securities, Prime Brokerage, Fixed Income, Alternative Investments, Hedge Funds, Derivatives, Equities, Financial Markets, Capital Markets, Trading, Fund Of Funds, Bloomberg, Equity Derivatives, Middle Office, Equity Research, Investments, Asset Management, Investment Banking, Options, Equity Trading, Private Equity, Electronic Trading, Series 7
Education
Pace University 1990 — 1993
Bachelor's Degree, General Accounting, Cum Laude
Oakwood School
Andrea Harvieux's Wells Fargo Securities Experience March 2008 - Present
Job Securities Operations Specialist at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities March 2008 - Present
Wells Fargo November 2001 - March 2008
Skills
Financial Analysis, Risk Management, Banking, Financial Services, Loans
Education
Rasmussen College-Minnesota 2012 — 2013
Certificate, Accounting, 3.63 GPA
Rasmussen College
Wells Fargo Securities March 2008 - Present
Wells Fargo November 2001 - March 2008
Skills
Financial Analysis, Risk Management, Banking, Financial Services, Loans
Education
Rasmussen College-Minnesota 2012 — 2013
Certificate, Accounting, 3.63 GPA
Rasmussen College
Avya Daver's Wells Fargo Securities Experience June 2012 - August 2012
Job Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs January 2014 - Present
Wells Fargo Securities June 2012 - August 2012
UNC Investment Society September 2010 - January 2012
GE Capital June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
TruMark Financial Credit Union November 2008 - August 2010
Skills
Excel, PowerPoint, Investments, Business Modeling, Microsoft Excel, Portfolio Management, Trading, Derivatives, Financial Services, Bloomberg, Financial Risk
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2013
Bachelor's Degree, Finance
Penn State University 2008 — 2010
Finance
Deer Valley High School 2004 — 2008
Goldman Sachs January 2014 - Present
Wells Fargo Securities June 2012 - August 2012
UNC Investment Society September 2010 - January 2012
GE Capital June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
TruMark Financial Credit Union November 2008 - August 2010
Skills
Excel, PowerPoint, Investments, Business Modeling, Microsoft Excel, Portfolio Management, Trading, Derivatives, Financial Services, Bloomberg, Financial Risk
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2013
Bachelor's Degree, Finance
Penn State University 2008 — 2010
Finance
Deer Valley High School 2004 — 2008
Ely Chereshskaya's Wells Fargo Securities Experience April 2011 - April 2012
Job Executive/Personal Assistant at EIS Group Ltd
Industry Financial Services
Experience
EIS Group Ltd July 2012 - Present
Wells Fargo Securities April 2011 - April 2012
Vallejo Investments, Inc. March 2009 - February 2011
Grant Thornton LLP November 2006 - October 2008
Skills
Financial Analysis, Finance, Customer Service, Financial Reporting, Accounting, Microsoft Office, Financial Modeling, Microsoft Excel, Corporate Finance, Marketing
Education
San Francisco State University 1999 — 2004
Bachelor of Arts (B.A.), Apparel Design and Merchandising
EIS Group Ltd July 2012 - Present
Wells Fargo Securities April 2011 - April 2012
Vallejo Investments, Inc. March 2009 - February 2011
Grant Thornton LLP November 2006 - October 2008
Skills
Financial Analysis, Finance, Customer Service, Financial Reporting, Accounting, Microsoft Office, Financial Modeling, Microsoft Excel, Corporate Finance, Marketing
Education
San Francisco State University 1999 — 2004
Bachelor of Arts (B.A.), Apparel Design and Merchandising
Peter Wyman's Wells Fargo Securities Experience August 2008 - December 2009
Job Associate, IBD at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2013 - Present
Goldman Sachs June 2012 - August 2012
Rentech April 2011 - August 2011
Rentech December 2009 - April 2011
Barrington Associates August 2008 - December 2009
Wells Fargo Securities August 2008 - December 2009
Ridgecrest Capital Partners June 2007 - August 2007
Skills
Investment Banking, Financial Modeling, Financial Analysis, Corporate Finance, M&A Modeling, Financial Advisory, Valuation, Enterprise Valuation, Mergers, Finance, Financial Accounting, Equity Valuation, Mergers & Acquisitions, Start-ups, Due Diligence, Business Valuation, Securities, LBO, Private Equity, Corporate Development, Project Finance, Equity Research
Education
UCLA Anderson School of Management 2011 — 2013
Master of Business Administration (MBA), Accounting and Finance
Princeton University 2004 — 2008
BA, Politics (Political Economy)
Polytechnic School 1990 — 2004
High School, High School
Goldman Sachs July 2013 - Present
Goldman Sachs June 2012 - August 2012
Rentech April 2011 - August 2011
Rentech December 2009 - April 2011
Barrington Associates August 2008 - December 2009
Wells Fargo Securities August 2008 - December 2009
Ridgecrest Capital Partners June 2007 - August 2007
Skills
Investment Banking, Financial Modeling, Financial Analysis, Corporate Finance, M&A Modeling, Financial Advisory, Valuation, Enterprise Valuation, Mergers, Finance, Financial Accounting, Equity Valuation, Mergers & Acquisitions, Start-ups, Due Diligence, Business Valuation, Securities, LBO, Private Equity, Corporate Development, Project Finance, Equity Research
Education
UCLA Anderson School of Management 2011 — 2013
Master of Business Administration (MBA), Accounting and Finance
Princeton University 2004 — 2008
BA, Politics (Political Economy)
Polytechnic School 1990 — 2004
High School, High School
Peter Costa's Wells Fargo Securities Experience March 2010 - Present
Job at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities March 2010 - Present
FTN Equity Capital Markets January 2005 - December 2009
Leerink Swann & Co June 2002 - July 2003
ABN AMRO December 1995 - March 2002
Skills
Valuation, Series 7, Investments, Capital Markets, Hedge Funds, Equity Research, Research, Equities, Investment Banking, Financial Modeling, Bloomberg, Asset Management, Financial Analysis
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1988 — 1990
MBA
Rensselaer Polytechnic Institute 1980 — 1984
BS, Industrial and Management Engineering
Wells Fargo Securities March 2010 - Present
FTN Equity Capital Markets January 2005 - December 2009
Leerink Swann & Co June 2002 - July 2003
ABN AMRO December 1995 - March 2002
Skills
Valuation, Series 7, Investments, Capital Markets, Hedge Funds, Equity Research, Research, Equities, Investment Banking, Financial Modeling, Bloomberg, Asset Management, Financial Analysis
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1988 — 1990
MBA
Rensselaer Polytechnic Institute 1980 — 1984
BS, Industrial and Management Engineering
Caitlin Miller's Wells Fargo Securities Experience June 2013 - September 2014
Job Research Assistant at Columbia University Department of Psychiatry and New York State Psychiatric Institute
Industry Financial Services
Experience
Columbia University Department of Psychiatry and New York State Psychiatric Institute October 2014 - May 2015
Wells Fargo Securities June 2013 - September 2014
Princeton University September 2009 - June 2013
Wells Fargo Securities June 2012 - August 2012
Skills
Macroeconomics, Microeconomics, Data Analysis, Statistics, PowerPoint, Microsoft Excel, Microsoft Word, Research, French
Education
Teachers College of Columbia University 2015 — 2017
Master of Education (M.Ed.), Counseling Psychology
Princeton University 2009 — 2013
Bachelor of Arts (B.A.), Economics and Finance
London School of Economics and Political Science 2011 — 2011
Summer Study Abroad, Finance, General, 4.0
University of Minnesota 2010 — 2010
Summer Study Abroad, Advanced French
Columbia University Department of Psychiatry and New York State Psychiatric Institute October 2014 - May 2015
Wells Fargo Securities June 2013 - September 2014
Princeton University September 2009 - June 2013
Wells Fargo Securities June 2012 - August 2012
Skills
Macroeconomics, Microeconomics, Data Analysis, Statistics, PowerPoint, Microsoft Excel, Microsoft Word, Research, French
Education
Teachers College of Columbia University 2015 — 2017
Master of Education (M.Ed.), Counseling Psychology
Princeton University 2009 — 2013
Bachelor of Arts (B.A.), Economics and Finance
London School of Economics and Political Science 2011 — 2011
Summer Study Abroad, Finance, General, 4.0
University of Minnesota 2010 — 2010
Summer Study Abroad, Advanced French
Michael Bradbury's Wells Fargo Securities Experience 2008 - 2013
Job Managing Partner at HVAC Capital Partners
Industry Investment Banking
Experience
Bradbury & Sons Painting 2015 - Present
HVAC Capital Partners, LLC 2013 - Present
Bradbury Brothers Heating & Air Conditioning 2010 - Present
Wells Fargo Securities 2008 - 2013
UBS Investment Bank 2006 - 2008
U.S. House of Representatives 2003 - 2004
Skills
Finance, Training, Investment Banking, Banking, Trading, Research, Editing, Legal Writing, Market Analysis, Options, Quantitative Analytics, Portfolio Management
Education
Rice University 2004 — 2006
MBA, Finance
University of California, Santa Barbara
BA with Honors, Political Science and Law
Buena High School
Bradbury & Sons Painting 2015 - Present
HVAC Capital Partners, LLC 2013 - Present
Bradbury Brothers Heating & Air Conditioning 2010 - Present
Wells Fargo Securities 2008 - 2013
UBS Investment Bank 2006 - 2008
U.S. House of Representatives 2003 - 2004
Skills
Finance, Training, Investment Banking, Banking, Trading, Research, Editing, Legal Writing, Market Analysis, Options, Quantitative Analytics, Portfolio Management
Education
Rice University 2004 — 2006
MBA, Finance
University of California, Santa Barbara
BA with Honors, Political Science and Law
Buena High School
Stephanie(Yuqiong) Xu's Wells Fargo Securities Experience June 2015 - Present
Job Equity Research Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2015 - Present
Goldman Sachs November 2013 - May 2015
Global Hunter Securities June 2012 - August 2012
BlackRock May 2011 - August 2011
Cedar Street Capital, LLC July 2010 - August 2010
Skills
Finance, Wealth Management, Investment Management
Education
Penn State University
Bachelor of Applied Science (BASc), Major in Finance & Economics, Minor in Statistics & History
Nanjing Foreign Language School 2002 — 2008
Economics, Physics, Math, Business
Wells Fargo Securities June 2015 - Present
Goldman Sachs November 2013 - May 2015
Global Hunter Securities June 2012 - August 2012
BlackRock May 2011 - August 2011
Cedar Street Capital, LLC July 2010 - August 2010
Skills
Finance, Wealth Management, Investment Management
Education
Penn State University
Bachelor of Applied Science (BASc), Major in Finance & Economics, Minor in Statistics & History
Nanjing Foreign Language School 2002 — 2008
Economics, Physics, Math, Business
Fernando Disla Guerrero's Wells Fargo Securities Experience January 2015 - Present
Job Client Analyst
Industry Financial Services
Experience
Wells Fargo Securities January 2015 - Present
Wells Fargo Home Mortgage October 2014 - January 2015
Wells Fargo Home Mortgage October 2012 - October 2014
Wells Fargo September 2010 - October 2012
Skills
Customer Service, Microsoft Word, Marketing, Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Outlook, Leadership, Access, Finance, Sales, Analysis, Loans, Data Analysis, Research, Banking
Education
Penn State University 2003 — 2008
Bachelor of Science (B.S.), International Business/Applied Spanish
Wells Fargo Securities January 2015 - Present
Wells Fargo Home Mortgage October 2014 - January 2015
Wells Fargo Home Mortgage October 2012 - October 2014
Wells Fargo September 2010 - October 2012
Skills
Customer Service, Microsoft Word, Marketing, Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Outlook, Leadership, Access, Finance, Sales, Analysis, Loans, Data Analysis, Research, Banking
Education
Penn State University 2003 — 2008
Bachelor of Science (B.S.), International Business/Applied Spanish
Shane Sethi's Wells Fargo Securities Experience June 2012 - August 2012
Job Venturoo Inc.
Industry Financial Services
Experience
Venturoo February 2011 - Present
Wells Fargo Securities June 2012 - August 2012
Ogilvy & Mather January 2011 - May 2012
VTrader Group January 2010 - May 2011
Boys and Girls Club of America August 2008 - August 2009
Skills
Portfolio Management, Options, Finance
Education
Pace University 2009 — 2013
Pace University, Lubin School of BusinessNew York
Bachelors of Business Administration, Finance
Venturoo February 2011 - Present
Wells Fargo Securities June 2012 - August 2012
Ogilvy & Mather January 2011 - May 2012
VTrader Group January 2010 - May 2011
Boys and Girls Club of America August 2008 - August 2009
Skills
Portfolio Management, Options, Finance
Education
Pace University 2009 — 2013
Pace University, Lubin School of BusinessNew York
Bachelors of Business Administration, Finance
Daniel Jong's Wells Fargo Securities Experience July 2014 - Present
Job Investment Banking Associate at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities July 2014 - Present
Wells Fargo Securities June 2011 - June 2014
Skills
Capital IQ, DCF, Factset, Investment Banking, Excel, PowerPoint, Bloomberg
Education
The University of Texas at Austin 2009 — 2011
Masters, in Professional Accounting
Rice University 2006 — 2009
BA, Economics
Wells Fargo Securities July 2014 - Present
Wells Fargo Securities June 2011 - June 2014
Skills
Capital IQ, DCF, Factset, Investment Banking, Excel, PowerPoint, Bloomberg
Education
The University of Texas at Austin 2009 — 2011
Masters, in Professional Accounting
Rice University 2006 — 2009
BA, Economics
Matt Lawrik's Wells Fargo Securities Experience August 2015 - Present
Job Director Prime Services at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities August 2015 - Present
Skills
Securities Lending, Prime Brokerage, Equities, Collateral Management, Investment Banking, Series 7, Series 63
Education
St. John's University 1994 — 1998
Bachelor's degree, Finance
Wells Fargo Securities August 2015 - Present
Skills
Securities Lending, Prime Brokerage, Equities, Collateral Management, Investment Banking, Series 7, Series 63
Education
St. John's University 1994 — 1998
Bachelor's degree, Finance
Candice Key's Wells Fargo Securities Experience November 2013 - July 2014
Job Business Analyst
Industry Financial Services
Experience
Bank of America July 2014 - Present
Wells Fargo Securities November 2013 - July 2014
Bank of America December 2012 - November 2013
Wells Fargo January 2008 - October 2012
Wachovia / First Union January 2000 - January 2008
First Union October 1998 - January 2000
First Union January 1998 - January 2000
Skills
Business Analysis, Portfolio Management, Equities, Analysis, Business Process, Strategy, Fixed Income, Investments, Financial Analysis, Requirements Analysis, Project Management, Trading, Asset Allocation, Data Analysis, Financial Modeling, Bloomberg, Investment Management, Derivatives, Alternative Investments, Risk Management, Capital Markets
Education
Queens University of Charlotte
Master of Business Administration (MBA), Finance
Virginia Polytechnic Institute
Bachelor of Arts, Economics
Bank of America July 2014 - Present
Wells Fargo Securities November 2013 - July 2014
Bank of America December 2012 - November 2013
Wells Fargo January 2008 - October 2012
Wachovia / First Union January 2000 - January 2008
First Union October 1998 - January 2000
First Union January 1998 - January 2000
Skills
Business Analysis, Portfolio Management, Equities, Analysis, Business Process, Strategy, Fixed Income, Investments, Financial Analysis, Requirements Analysis, Project Management, Trading, Asset Allocation, Data Analysis, Financial Modeling, Bloomberg, Investment Management, Derivatives, Alternative Investments, Risk Management, Capital Markets
Education
Queens University of Charlotte
Master of Business Administration (MBA), Finance
Virginia Polytechnic Institute
Bachelor of Arts, Economics
Christopher Tracy, CFA's Wells Fargo Securities Experience June 2011 - Present
Job HG Corporate Bond Trader at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2011 - Present
BAS/Merrill Lynch June 2006 - June 2011
Education
Salisbury University 2002 — 2006
Finance and Economics
Wells Fargo Securities June 2011 - Present
BAS/Merrill Lynch June 2006 - June 2011
Education
Salisbury University 2002 — 2006
Finance and Economics
Yangbo Xu's Wells Fargo Securities Experience June 2012 - August 2012
Job Student at Princeton University
Industry
Experience
Wells Fargo Securities June 2012 - August 2012
GTJA Allianz Fund Management June 2011 - July 2011
Skills
Java, Matlab, VBA, C, R, AMPL
Education
Princeton University 2009 — 2013
Bachelor of Engineering (BEng), Operations Research & Financial Engineering
Thomas Jefferson High School for Science and Technology 2005 — 2009
Wells Fargo Securities June 2012 - August 2012
GTJA Allianz Fund Management June 2011 - July 2011
Skills
Java, Matlab, VBA, C, R, AMPL
Education
Princeton University 2009 — 2013
Bachelor of Engineering (BEng), Operations Research & Financial Engineering
Thomas Jefferson High School for Science and Technology 2005 — 2009
Jasper Ryckman's Wells Fargo Securities Experience June 2014 - August 2014
Job Analyst at Princeton University Investment Company
Industry
Experience
Princeton University Investment Company (PRINCO) August 2015 - Present
Wells Fargo Securities June 2014 - August 2014
Consumer Financial Protection Bureau June 2013 - August 2013
The Stapleton Foundation August 2010 - December 2010
Skills
Editing, Data Analysis, Microsoft Excel, PowerPoint, Academic Writing, News Writing
Education
Princeton University 2011 — 2015
A.B, History, magna cum laude
Princeton University Investment Company (PRINCO) August 2015 - Present
Wells Fargo Securities June 2014 - August 2014
Consumer Financial Protection Bureau June 2013 - August 2013
The Stapleton Foundation August 2010 - December 2010
Skills
Editing, Data Analysis, Microsoft Excel, PowerPoint, Academic Writing, News Writing
Education
Princeton University 2011 — 2015
A.B, History, magna cum laude
Trenton Gaultney's Wells Fargo Securities Experience June 2013 - May 2014
Job Analyst at Large MultiStrategy Hedge Fund
Industry Financial Services
Experience
Large Multi-Strategy Hedge Fund May 2014 - Present
Wells Fargo Securities June 2013 - May 2014
J.P. Morgan Asset Management 2011 - 2011
Skills
Valuation, Bloomberg, Investment Banking, Financial Modeling, Capital Markets
Education
Rice University 2009 — 2013
Bachelor of Arts (B.A.), Mathematical Economic Analysis
Large Multi-Strategy Hedge Fund May 2014 - Present
Wells Fargo Securities June 2013 - May 2014
J.P. Morgan Asset Management 2011 - 2011
Skills
Valuation, Bloomberg, Investment Banking, Financial Modeling, Capital Markets
Education
Rice University 2009 — 2013
Bachelor of Arts (B.A.), Mathematical Economic Analysis
Joanna Carrasco's Wells Fargo Securities Experience July 2014 - August 2014
Job Student at Penn State University
Industry
Experience
Futures and Options June 2015 - Present
Penn State Housing and Food Services September 2014 - May 2015
Wells Fargo Securities July 2014 - August 2014
The New York Botanical Garden July 2013 - August 2013
Hebrew Home at Riverdale July 2012 - August 2012
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership
Education
Penn State University 2014 — 2018
Bachelor of Arts (B.A.), Public Relations/Image Management
Futures and Options June 2015 - Present
Penn State Housing and Food Services September 2014 - May 2015
Wells Fargo Securities July 2014 - August 2014
The New York Botanical Garden July 2013 - August 2013
Hebrew Home at Riverdale July 2012 - August 2012
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership
Education
Penn State University 2014 — 2018
Bachelor of Arts (B.A.), Public Relations/Image Management
Louie Yeung, CPA's Wells Fargo Securities Experience June 2012 - September 2014
Job
Industry Accounting
Experience
Prosper Marketplace September 2014 - Present
Wells Fargo Securities June 2012 - September 2014
Merlin Securities September 2008 - June 2012
Merriman Capital, Inc. September 2003 - September 2008
Skills
Financial Analysis, Microsoft Excel, Accounting, Financial Reporting, Financial Modeling, Management, Financial Accounting, Mergers & Acquisitions
Education
San Diego State University-California State University
Bachelor’s Degree, Accounting
San Diego State University-California State University
Bachelor's degree, Accounting
Prosper Marketplace September 2014 - Present
Wells Fargo Securities June 2012 - September 2014
Merlin Securities September 2008 - June 2012
Merriman Capital, Inc. September 2003 - September 2008
Skills
Financial Analysis, Microsoft Excel, Accounting, Financial Reporting, Financial Modeling, Management, Financial Accounting, Mergers & Acquisitions
Education
San Diego State University-California State University
Bachelor’s Degree, Accounting
San Diego State University-California State University
Bachelor's degree, Accounting
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial