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
Evans Swann Evans Swann's Wells Fargo Securities Experience April 2012 - August 2014
Job Senior Vice President and Manager, Energy Finance at Comerica Bank
Industry Banking
Experience
Comerica Bank September 2014 - Present
Wells Fargo Securities April 2012 - August 2014
BNP Paribas November 2001 - April 2012
Enron Energy Services January 2000 - October 2001
UBS April 1990 - December 1999
Skills
Syndications, Structured Finance, Financial Analysis, Energy, Fixed Income, Loan Origination, Investment Banking, Commercial Banking, Asset Based Lending, Leveraged Finance, New Business Development, Capital Markets
Education
The University of Texas at Austin 1977 — 1978
MBA, Finance
Comerica Bank September 2014 - Present
Wells Fargo Securities April 2012 - August 2014
BNP Paribas November 2001 - April 2012
Enron Energy Services January 2000 - October 2001
UBS April 1990 - December 1999
Skills
Syndications, Structured Finance, Financial Analysis, Energy, Fixed Income, Loan Origination, Investment Banking, Commercial Banking, Asset Based Lending, Leveraged Finance, New Business Development, Capital Markets
Education
The University of Texas at Austin 1977 — 1978
MBA, Finance
Lauren Locke Lauren Locke's Wells Fargo Securities Experience March 2004 - Present
Job Managing Director at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo November 2014 - Present
Wells Fargo Securities March 2004 - Present
Banc of America Securities 2000 - 2003
Skills
Capital Markets, Fixed Income, Portfolio Management, Syndications
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 2000
MBA, Finance
Texas Christian University 1987 — 1991
BBA, Finance
Wells Fargo November 2014 - Present
Wells Fargo Securities March 2004 - Present
Banc of America Securities 2000 - 2003
Skills
Capital Markets, Fixed Income, Portfolio Management, Syndications
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 2000
MBA, Finance
Texas Christian University 1987 — 1991
BBA, Finance
Christie Nguyen Christie Nguyen's Wells Fargo Securities Experience June 2014 - Present
Job Energy Investment Banking Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2014 - Present
Wells Fargo Securities June 2013 - August 2013
Black Knight Partners June 2012 - August 2012
Bank of America Merrill Lynch May 2011 - August 2011
Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Investment Banking, Financial Modeling, Financial Analysis
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2014
BBA, Corporate Finance
Wells Fargo Securities June 2014 - Present
Wells Fargo Securities June 2013 - August 2013
Black Knight Partners June 2012 - August 2012
Bank of America Merrill Lynch May 2011 - August 2011
Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Investment Banking, Financial Modeling, Financial Analysis
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2014
BBA, Corporate Finance
Anush Vinod Anush Vinod's Wells Fargo Securities Experience June 2013 - Present
Job Investment Banking Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2013 - Present
UGA Student Government Association April 2012 - April 2013
Houlihan Lokey May 2012 - August 2012
Skills
Public Speaking, Microsoft Office, Financial Modeling, Financial Analysis, Business Strategy, Corporate Finance, Due Diligence, Investments, Finance, Leveraged Finance, Valuation, Investment Banking, Capital Markets, Bloomberg, LBO, Private Equity
Education
The University of Georgia 2009 — 2013
Finance, Business
University of Georgia - Terry College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Wells Fargo Securities June 2013 - Present
UGA Student Government Association April 2012 - April 2013
Houlihan Lokey May 2012 - August 2012
Skills
Public Speaking, Microsoft Office, Financial Modeling, Financial Analysis, Business Strategy, Corporate Finance, Due Diligence, Investments, Finance, Leveraged Finance, Valuation, Investment Banking, Capital Markets, Bloomberg, LBO, Private Equity
Education
The University of Georgia 2009 — 2013
Finance, Business
University of Georgia - Terry College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Bryan Galligan, CFA Bryan Galligan, CFA's Wells Fargo Securities Experience March 2011 - July 2012
Job Private Equity Senior Associate at Excelsior Capital Partners, LLC
Industry Investment Management
Experience
Excelsior Capital Partners, LLC September 2013 - Present
Janes Capital Partners July 2012 - September 2013
Wells Fargo Securities March 2011 - July 2012
PwC August 2010 - March 2011
FMV Opinions, Inc. 2007 - 2007
Skills
Financial Modeling, Valuation, Corporate Finance, Investment Banking, Financial Analysis, Due Diligence, Mergers, Private Equity, Capital Markets, Bloomberg, Equities, Business Valuation, Venture Capital, Investments, Corporate Development, Asset Managment
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2009
Master's degree, Accounting
University of Southern California - Marshall School of Business 2006 — 2008
B.S., Business Administration - Finance
Excelsior Capital Partners, LLC September 2013 - Present
Janes Capital Partners July 2012 - September 2013
Wells Fargo Securities March 2011 - July 2012
PwC August 2010 - March 2011
FMV Opinions, Inc. 2007 - 2007
Skills
Financial Modeling, Valuation, Corporate Finance, Investment Banking, Financial Analysis, Due Diligence, Mergers, Private Equity, Capital Markets, Bloomberg, Equities, Business Valuation, Venture Capital, Investments, Corporate Development, Asset Managment
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2009
Master's degree, Accounting
University of Southern California - Marshall School of Business 2006 — 2008
B.S., Business Administration - Finance
Ryan Franco's Wells Fargo Securities Experience May 2010 - May 2013
Job Associate Relationship Manager at Wells Fargo
Industry Investment Banking
Experience
Wells Fargo May 2013 - Present
Wells Fargo Securities May 2010 - May 2013
Marsh July 2009 - May 2010
SunTrust Robinson Humphrey May 2008 - August 2008
Siemens Energy & Automation May 2007 - August 2007
Education
The University of Georgia 2004 — 2008
BBA, Finance
University of Georgia - Terry College of Business 2004 — 2008
BBA, Finance
Wells Fargo May 2013 - Present
Wells Fargo Securities May 2010 - May 2013
Marsh July 2009 - May 2010
SunTrust Robinson Humphrey May 2008 - August 2008
Siemens Energy & Automation May 2007 - August 2007
Education
The University of Georgia 2004 — 2008
BBA, Finance
University of Georgia - Terry College of Business 2004 — 2008
BBA, Finance
Samit Patel Samit Patel's Wells Fargo Securities Experience May 2013 - Present
Job Investment Banking Analyst at Wells Fargo Securities
Industry Financial Services
Peter Dillett Peter Dillett's Wells Fargo Securities Experience April 2014 - April 2015
Job Vice President of Geology, Rock Oil II
Industry Oil & Energy
Experience
Rock Oil II April 2015 - Present
Wells Fargo Securities April 2014 - April 2015
Wells Fargo Securities August 2012 - April 2014
Chevron 2011 - July 2012
Tulane Freeman School of Business January 2010 - July 2011
Chevron December 2008 - July 2011
Chevron 2004 - 2008
Education
Tulane University - A.B. Freeman School of Business 2010 — 2011
MBA, Finance and Leadership
University of Kansas 2001 — 2004
MS, Geology
University of Wisconsin-Oshkosh 1996 — 2000
B.S., Geology
Rock Oil II April 2015 - Present
Wells Fargo Securities April 2014 - April 2015
Wells Fargo Securities August 2012 - April 2014
Chevron 2011 - July 2012
Tulane Freeman School of Business January 2010 - July 2011
Chevron December 2008 - July 2011
Chevron 2004 - 2008
Education
Tulane University - A.B. Freeman School of Business 2010 — 2011
MBA, Finance and Leadership
University of Kansas 2001 — 2004
MS, Geology
University of Wisconsin-Oshkosh 1996 — 2000
B.S., Geology
Alex Moehring's Wells Fargo Securities Experience June 2014 - Present
Job Economics Analyst at Wells Fargo Securities
Industry
Experience
Wells Fargo Securities June 2014 - Present
Multi-Strategy & Reynolds Funds August 2013 - May 2014
Wells Fargo Securities June 2013 - August 2013
Whitman Masonry June 2011 - August 2011
Skills
Stata, Bloomberg Terminal, Microsoft Office, Economics, Economic Research, Policy, Statistics, Data Analysis, Quantitative Analytics, Financial Analysis, Statistical Modeling, Bloomberg, Matlab, Microsoft Excel, Financial Modeling, Econometrics, Valuation
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2014
Bachelor of Science (B.S.), Business Administration, B.A. Economics, Minor in Mathematics
London School of Economics and Political Science 2012 — 2012
Economics
Wells Fargo Securities June 2014 - Present
Multi-Strategy & Reynolds Funds August 2013 - May 2014
Wells Fargo Securities June 2013 - August 2013
Whitman Masonry June 2011 - August 2011
Skills
Stata, Bloomberg Terminal, Microsoft Office, Economics, Economic Research, Policy, Statistics, Data Analysis, Quantitative Analytics, Financial Analysis, Statistical Modeling, Bloomberg, Matlab, Microsoft Excel, Financial Modeling, Econometrics, Valuation
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2014
Bachelor of Science (B.S.), Business Administration, B.A. Economics, Minor in Mathematics
London School of Economics and Political Science 2012 — 2012
Economics
Khushboo Kamnani Khushboo Kamnani's Wells Fargo Securities Experience June 2013 - August 2013
Job Finance Rotation Analyst
Industry Financial Services
Experience
BG Group July 2014 - Present
Wells Fargo Securities June 2013 - August 2013
Wells Fargo Securities March 2012 - March 2012
Merrill Lynch May 2011 - August 2011
Skills
Financial Analysis, Trading, Financial Modeling, Bloomberg, Valuation, Investment Banking, Corporate Finance, Microsoft Excel, Investments, Portfolio Management, PowerPoint, Data Analysis, Finance, Private Equity, Due Diligence, Microsoft Office, Microsoft Word, Economics, Leadership, Research
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2014
Bachelor's degree, Business Honors Program, Finance, Junior
The University of Texas at Austin
BG Group July 2014 - Present
Wells Fargo Securities June 2013 - August 2013
Wells Fargo Securities March 2012 - March 2012
Merrill Lynch May 2011 - August 2011
Skills
Financial Analysis, Trading, Financial Modeling, Bloomberg, Valuation, Investment Banking, Corporate Finance, Microsoft Excel, Investments, Portfolio Management, PowerPoint, Data Analysis, Finance, Private Equity, Due Diligence, Microsoft Office, Microsoft Word, Economics, Leadership, Research
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2014
Bachelor's degree, Business Honors Program, Finance, Junior
The University of Texas at Austin
Will Mirshak's Wells Fargo Securities Experience June 2004 - June 2007
Job Vice President at Mesirow Advanced Strategies
Industry Investment Management
Experience
Macquarie Capital January 2010 - September 2011
Chanin Capital Partners June 2007 - July 2009
Wells Fargo Securities June 2004 - June 2007
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Strategic Management, Marketing
University of Richmond 2000 — 2004
B.S.B.A, Economics, Finance
Seoul Foreign School
Macquarie Capital January 2010 - September 2011
Chanin Capital Partners June 2007 - July 2009
Wells Fargo Securities June 2004 - June 2007
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Strategic Management, Marketing
University of Richmond 2000 — 2004
B.S.B.A, Economics, Finance
Seoul Foreign School
Ty Zieman Ty Zieman's Wells Fargo Securities Experience June 2010 - August 2013
Job Corporate Finance Associate at Elevation Resources LLC
Industry Oil & Energy
Experience
Elevation Resources LLC August 2013 - Present
Wells Fargo Securities June 2010 - August 2013
Skills
Investment Banking, Valuation, Bloomberg, Financial Modeling, Capital Markets, Equities, Corporate Finance, Fixed Income, Financial Analysis, Leveraged Finance, Due Diligence, Financial Structuring
Education
The University of Texas at Austin 2006 — 2010
Bachelor of Business Administration, Finance (Minor in Accounting)
Elevation Resources LLC August 2013 - Present
Wells Fargo Securities June 2010 - August 2013
Skills
Investment Banking, Valuation, Bloomberg, Financial Modeling, Capital Markets, Equities, Corporate Finance, Fixed Income, Financial Analysis, Leveraged Finance, Due Diligence, Financial Structuring
Education
The University of Texas at Austin 2006 — 2010
Bachelor of Business Administration, Finance (Minor in Accounting)
Matt Stanisa Matt Stanisa's Wells Fargo Securities Experience November 2013 - May 2014
Job Equity Research In Healthcare
Industry Investment Management
Experience
MLV & Co September 2014 - March 2015
Wells Fargo Securities November 2013 - May 2014
Akzo Nobel Coatings February 2013 - August 2013
Cleveland Clinic April 2012 - November 2012
Triton Products 2008 - 2008
Skills
Time Management, Equity Research, Microsoft Excel, Equity Valuation, Financial Modeling, Capital IQ, Statistical Data..., Communication Skills, Technical Writing, Teamwork, Data Analysis, Portfolio Management, Finance
Education
The Ohio State University - The Max M. Fisher College of Business 2013 — 2014
Specialized Master in Business-Finance, Specializing in Investment Management
The Ohio State University 2007 — 2011
MLV & Co September 2014 - March 2015
Wells Fargo Securities November 2013 - May 2014
Akzo Nobel Coatings February 2013 - August 2013
Cleveland Clinic April 2012 - November 2012
Triton Products 2008 - 2008
Skills
Time Management, Equity Research, Microsoft Excel, Equity Valuation, Financial Modeling, Capital IQ, Statistical Data..., Communication Skills, Technical Writing, Teamwork, Data Analysis, Portfolio Management, Finance
Education
The Ohio State University - The Max M. Fisher College of Business 2013 — 2014
Specialized Master in Business-Finance, Specializing in Investment Management
The Ohio State University 2007 — 2011
Bryan B. Colton Bryan B. Colton's Wells Fargo Securities Experience February 2006 - July 2013
Job Regional Director | Wells Fargo Asset Management
Industry Investment Management
Experience
Wells Fargo July 2013 - Present
Wells Fargo Securities February 2006 - July 2013
AssetMark Investment Services August 2005 - January 2006
Morgan Stanley June 2004 - July 2005
Skills
Series 7, Investments, Securities, Fixed Income, Wealth Management, Mutual Funds, Equities, Series 63, Asset Allocation, Capital Markets, Bloomberg, Investment Strategies, Corporate Finance, Finance, Investment Advisory, Financial Services, Investment Management, FINRA, Cash Management, Treasury Management, Bonds
Education
The University of New Mexico 1997 — 2002
Bachelor of Business Administration (B.B.A.)
Sir Francis Drake High School 1993 — 1997
Wells Fargo July 2013 - Present
Wells Fargo Securities February 2006 - July 2013
AssetMark Investment Services August 2005 - January 2006
Morgan Stanley June 2004 - July 2005
Skills
Series 7, Investments, Securities, Fixed Income, Wealth Management, Mutual Funds, Equities, Series 63, Asset Allocation, Capital Markets, Bloomberg, Investment Strategies, Corporate Finance, Finance, Investment Advisory, Financial Services, Investment Management, FINRA, Cash Management, Treasury Management, Bonds
Education
The University of New Mexico 1997 — 2002
Bachelor of Business Administration (B.B.A.)
Sir Francis Drake High School 1993 — 1997
Stephen McGarvey Stephen McGarvey's Wells Fargo Securities Experience June 2015 - Present
Job Incoming Investment Banking Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2015 - Present
McCombs School of Business August 2011 - May 2015
Wells Fargo Securities June 2014 - August 2014
Galveston Computer Solutions July 2013 - August 2013
Skills
PowerPoint, Public Speaking, Microsoft Office, Access, Microsoft Word, Microsoft Excel, Research, Financial Analysis, Social Media, Spanish, Event Planning, Photoshop, Customer Service, Python, Oracle, Java, Data Analysis, Facebook, Teamwork, Statistics, Higher Education, Analysis, Bloomberg, Investment Banking
Education
The University of Texas at Austin 2011 — 2015
Business Honors/Finance
Universidad de 'San Andrés' 2013 — 2013
International Business
Wells Fargo Securities June 2015 - Present
McCombs School of Business August 2011 - May 2015
Wells Fargo Securities June 2014 - August 2014
Galveston Computer Solutions July 2013 - August 2013
Skills
PowerPoint, Public Speaking, Microsoft Office, Access, Microsoft Word, Microsoft Excel, Research, Financial Analysis, Social Media, Spanish, Event Planning, Photoshop, Customer Service, Python, Oracle, Java, Data Analysis, Facebook, Teamwork, Statistics, Higher Education, Analysis, Bloomberg, Investment Banking
Education
The University of Texas at Austin 2011 — 2015
Business Honors/Finance
Universidad de 'San Andrés' 2013 — 2013
International Business
Daniel Miller Daniel Miller'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
AQS Asset Management, LLC June 2013 - August 2013
NHO Beverages, LLC June 2012 - December 2012
Authorized Credit Card Systems January 2011 - May 2012
Greater Austin Chamber of Commerce September 2009 - December 2009
Skills
Strategy, New Business Development, Analytics, Finance, Sales, Business Development, Strategic Planning, Budgets, Team Building, Corporate Finance, CRM, Business Strategy, Public Speaking, Valuation, Financial Modeling, Financial Analysis, Microsoft Excel
Education
The University of Texas at Austin - The Red McCombs School of Business 2013 — 2014
Master's Degree, Finance
The University of Texas at Austin 2009 — 2013
Bachelor of Arts (B.A.), Economics
Wells Fargo Securities June 2014 - Present
AQS Asset Management, LLC June 2013 - August 2013
NHO Beverages, LLC June 2012 - December 2012
Authorized Credit Card Systems January 2011 - May 2012
Greater Austin Chamber of Commerce September 2009 - December 2009
Skills
Strategy, New Business Development, Analytics, Finance, Sales, Business Development, Strategic Planning, Budgets, Team Building, Corporate Finance, CRM, Business Strategy, Public Speaking, Valuation, Financial Modeling, Financial Analysis, Microsoft Excel
Education
The University of Texas at Austin - The Red McCombs School of Business 2013 — 2014
Master's Degree, Finance
The University of Texas at Austin 2009 — 2013
Bachelor of Arts (B.A.), Economics
Ragan Blanchard Ragan Blanchard's Wells Fargo Securities Experience 2010 - 2011
Job Manager at West Monroe Partners
Industry Management Consulting
Experience
West Monroe Partners October 2015 - Present
West Monroe Partners May 2014 - Present
West Monroe Partners May 2013 - May 2014
Seattle Bank 2011 - 2013
Wells Fargo Securities 2010 - 2011
United Way of America 2009 - 2010
First Tennessee Bank 2006 - 2009
Skills
Financial Analysis, Financial Risk..., Commercial Banking, Public Speaking, Team-oriented, Consulting, Fitness, Coaching, Financial Services, Project Management, Risk Management, Portfolio Management, Leadership, Treasury Management, Credit Analysis, Commercial Lending, Loans, Cash Management, Relationship Management, Retail Banking, Business Analysis, Mergers & Acquisitions, Due Diligence, Business Process..., Nonprofits, Business Process Design
Education
The University of Tennessee at Chattanooga 2005 — 2008
Bachelor's degree, Public Administration, 3.89
Munford High School
West Monroe Partners October 2015 - Present
West Monroe Partners May 2014 - Present
West Monroe Partners May 2013 - May 2014
Seattle Bank 2011 - 2013
Wells Fargo Securities 2010 - 2011
United Way of America 2009 - 2010
First Tennessee Bank 2006 - 2009
Skills
Financial Analysis, Financial Risk..., Commercial Banking, Public Speaking, Team-oriented, Consulting, Fitness, Coaching, Financial Services, Project Management, Risk Management, Portfolio Management, Leadership, Treasury Management, Credit Analysis, Commercial Lending, Loans, Cash Management, Relationship Management, Retail Banking, Business Analysis, Mergers & Acquisitions, Due Diligence, Business Process..., Nonprofits, Business Process Design
Education
The University of Tennessee at Chattanooga 2005 — 2008
Bachelor's degree, Public Administration, 3.89
Munford High School
Cory King Cory King's Wells Fargo Securities Experience June 2011 - September 2012
Job Project Manager Strategy and Operations Services at The Home Depot
Industry Financial Services
Experience
The Home Depot October 2012 - Present
Wells Fargo Securities June 2011 - September 2012
Bank of America Merrill Lynch June 2010 - August 2010
National Commission on Certification of Physician Assistants, May 2009 - August 2009
UBS Financial Services, Inc June 2008 - July 2008
Skills
Financial Analysis, Bloomberg, Capital IQ, Finance, Budgets, Leadership, Financial Modeling, Valuation, Investment Banking, Microsoft Excel, Microsoft Office, PowerPoint
Education
The University of Georgia 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
The Home Depot October 2012 - Present
Wells Fargo Securities June 2011 - September 2012
Bank of America Merrill Lynch June 2010 - August 2010
National Commission on Certification of Physician Assistants, May 2009 - August 2009
UBS Financial Services, Inc June 2008 - July 2008
Skills
Financial Analysis, Bloomberg, Capital IQ, Finance, Budgets, Leadership, Financial Modeling, Valuation, Investment Banking, Microsoft Excel, Microsoft Office, PowerPoint
Education
The University of Georgia 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Estella (Yongchen) Jin, FRM Estella (Yongchen) Jin, FRM's Wells Fargo Securities Experience June 2014 - August 2014
Job IBD Associate
Industry Financial Services
Experience
Wells Fargo Securities June 2014 - August 2014
BlackRock October 2010 - April 2013
Deloitte & Touche June 2009 - August 2009
China Construction Bank July 2008 - August 2008
Skills
Financial Risk..., Chartered Financial..., SQL, Perl, Unix, Portfolio Risk, Credit Analysis, Fundamental Analysis, Equity Research, Capital Markets, Bloomberg, Finance, Valuation, Corporate Finance
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
London School of Economics and Political Science 2007 — 2010
BSc Economics
Wells Fargo Securities June 2014 - August 2014
BlackRock October 2010 - April 2013
Deloitte & Touche June 2009 - August 2009
China Construction Bank July 2008 - August 2008
Skills
Financial Risk..., Chartered Financial..., SQL, Perl, Unix, Portfolio Risk, Credit Analysis, Fundamental Analysis, Equity Research, Capital Markets, Bloomberg, Finance, Valuation, Corporate Finance
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
London School of Economics and Political Science 2007 — 2010
BSc Economics
Nick Webb's Wells Fargo Securities Experience February 2011 - May 2011
Job Risk Manager at Ryerson
Industry Mining & Metals
Experience
Ryerson February 2014 - Present
Jefferies June 2012 - October 2013
Newedge June 2011 - June 2012
Wells Fargo Securities February 2011 - May 2011
Wells Fargo Securities June 2008 - February 2011
Bear Stearns & Co., Inc. May 2007 - August 2007
Skills
Risk Management, Commodity Markets, Sales Management, Equities, Structured Finance, Raw Materials, Qualitative Research, Proprietary Trading, Futures Trading, Capital Markets, Investment Banking, Entrepreneurship, Quantitative Research, Options Strategies, Consulting, Financial Risk
Education
The Ohio State University 2004 — 2008
Bachelor's Degree, Finance and Economics
Ryerson February 2014 - Present
Jefferies June 2012 - October 2013
Newedge June 2011 - June 2012
Wells Fargo Securities February 2011 - May 2011
Wells Fargo Securities June 2008 - February 2011
Bear Stearns & Co., Inc. May 2007 - August 2007
Skills
Risk Management, Commodity Markets, Sales Management, Equities, Structured Finance, Raw Materials, Qualitative Research, Proprietary Trading, Futures Trading, Capital Markets, Investment Banking, Entrepreneurship, Quantitative Research, Options Strategies, Consulting, Financial Risk
Education
The Ohio State University 2004 — 2008
Bachelor's Degree, Finance and Economics
Ian Dibble Ian Dibble's Wells Fargo Securities Experience June 2015 - August 2015
Job Investment Banking Summer Analyst, Financial Sponsors Group at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2015 - August 2015
Harris Williams & Co. May 2015 - May 2015
Carrboro Capital August 2014 - May 2015
Britax Child Safety May 2014 - July 2014
Skills
Corporate Finance, Time Management, Process Improvement, Retail, Accounting, Microsoft Word, Management, Credit, Temporary Staffing, Temporary Placement, Vendor Management, Banking, Team Management, MIS, Payroll, Business Analysis, Microsoft Office, PowerPoint, Financial Reporting, Risk Management, Retail Banking, Microsoft Excel, Loans, Financial Analysis, Customer Service, Social Media, Public Speaking, College Football, Weightlifting, Leadership
Education
University of North Carolina at Chapel Hill 2012 — 2016
Bachelor's Degree, Business Administration with a Concentration in Finance, Cumulative: 3.75 Major: 3.96
The Chinese University of Hong Kong 2014 — 2014
International Summer School, International Finance
Wells Fargo Securities June 2015 - August 2015
Harris Williams & Co. May 2015 - May 2015
Carrboro Capital August 2014 - May 2015
Britax Child Safety May 2014 - July 2014
Skills
Corporate Finance, Time Management, Process Improvement, Retail, Accounting, Microsoft Word, Management, Credit, Temporary Staffing, Temporary Placement, Vendor Management, Banking, Team Management, MIS, Payroll, Business Analysis, Microsoft Office, PowerPoint, Financial Reporting, Risk Management, Retail Banking, Microsoft Excel, Loans, Financial Analysis, Customer Service, Social Media, Public Speaking, College Football, Weightlifting, Leadership
Education
University of North Carolina at Chapel Hill 2012 — 2016
Bachelor's Degree, Business Administration with a Concentration in Finance, Cumulative: 3.75 Major: 3.96
The Chinese University of Hong Kong 2014 — 2014
International Summer School, International Finance
Steven J Mygrant, MBA, CFA Steven J Mygrant, MBA, CFA's Wells Fargo Securities Experience 2002 - 2012
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
WYBSL 2009 - 2013
Wells Fargo Securities 2002 - 2012
Fifth Third Bank 1996 - 2002
National City Bank 1994 - 1996
Eaton Corporation 1987 - 1994
Skills
Equities, Equity Research, Investments
Education
The Ohio State University 1980 — 1981
Master of Business Administration (MBA), Emphasis in Finance
The Ohio State University
Bachelor of Sciences, Business Administration, Marketing Major
WYBSL 2009 - 2013
Wells Fargo Securities 2002 - 2012
Fifth Third Bank 1996 - 2002
National City Bank 1994 - 1996
Eaton Corporation 1987 - 1994
Skills
Equities, Equity Research, Investments
Education
The Ohio State University 1980 — 1981
Master of Business Administration (MBA), Emphasis in Finance
The Ohio State University
Bachelor of Sciences, Business Administration, Marketing Major
Leigh Hamilton Leigh Hamilton's Wells Fargo Securities Experience June 2014 - Present
Job Investment Banking Summer Analyst at Wells Fargo Securities
Industry Public Relations and Communications
Experience
Wells Fargo Securities June 2014 - Present
Yale University 2011 - Present
Yale College Council September 2012 - Present
Berkeley College Council January 2012 - Present
Education
Yale University 2011 — 2015
Bachelor of Arts, Economics
University of International Business and Economics
Chinese Language and Literature
London School of Economics and Political Science 2011 — 2011
Economics
Air Academy High School (AAHS) 2007 — 2011
Wells Fargo Securities June 2014 - Present
Yale University 2011 - Present
Yale College Council September 2012 - Present
Berkeley College Council January 2012 - Present
Education
Yale University 2011 — 2015
Bachelor of Arts, Economics
University of International Business and Economics
Chinese Language and Literature
London School of Economics and Political Science 2011 — 2011
Economics
Air Academy High School (AAHS) 2007 — 2011
Aldin Dervisevic Aldin Dervisevic's Wells Fargo Securities Experience June 2015 - Present
Job Investment Banking Associate at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2015 - Present
Wells Fargo Securities May 2012 - Present
Wells Fargo Securities June 2011 - August 2011
SafePlaceUSA September 2008 - June 2011
The Abernathy MacGregor Group May 2010 - August 2010
Morgan Stanley May 2009 - June 2009
Skills
Investment Banking, Equity Capital Markets, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Strategic Planning, Microsoft Word, Outlook, Negotiation, ThomsonOne, capital IQ, Bloomberg Software, Factset
Education
The George Washington University 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General, GPA: 3.94 Cumulative GPA: 3.9
The Beacon School 2004 — 2008
GPA: 4.0
Wells Fargo Securities June 2015 - Present
Wells Fargo Securities May 2012 - Present
Wells Fargo Securities June 2011 - August 2011
SafePlaceUSA September 2008 - June 2011
The Abernathy MacGregor Group May 2010 - August 2010
Morgan Stanley May 2009 - June 2009
Skills
Investment Banking, Equity Capital Markets, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Strategic Planning, Microsoft Word, Outlook, Negotiation, ThomsonOne, capital IQ, Bloomberg Software, Factset
Education
The George Washington University 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General, GPA: 3.94 Cumulative GPA: 3.9
The Beacon School 2004 — 2008
GPA: 4.0
David Deterding David Deterding's Wells Fargo Securities Experience July 2009 - Present
Job Director Wells Fargo High Yield Research
Industry Financial Services
Experience
Wells Fargo Securities July 2009 - Present
Wells Fargo Securities / Wachovia Securities July 2007 - July 2009
Jackson National Life January 2003 - June 2005
Skills
Banking, Financial Analysis, Financial Modeling, Investments, Series 7, Valuation, Portfolio Management, Capital Markets, Mergers, Asset Management, Investment Banking, Due Diligence, Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2007
MBA, Corporate Finance
University of Otago 2006 — 2006
Exchange Student
The University of Memphis 1997 — 2001
BBA, Finance
Wells Fargo Securities July 2009 - Present
Wells Fargo Securities / Wachovia Securities July 2007 - July 2009
Jackson National Life January 2003 - June 2005
Skills
Banking, Financial Analysis, Financial Modeling, Investments, Series 7, Valuation, Portfolio Management, Capital Markets, Mergers, Asset Management, Investment Banking, Due Diligence, Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2007
MBA, Corporate Finance
University of Otago 2006 — 2006
Exchange Student
The University of Memphis 1997 — 2001
BBA, Finance
Alison (Ruddy) Arzac Alison (Ruddy) Arzac's Wells Fargo Securities Experience June 2014 - Present
Job Director at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2014 - Present
Deutsche Bank June 2012 - June 2014
Cliffwater LLC June 2008 - June 2012
Citadel Investment Group November 2005 - March 2008
Ernst & Young 2004 - 2005
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA, Analytical Finance
University of Notre Dame 2002 — 2005
BBA, Accounting, Theology
Wells Fargo Securities June 2014 - Present
Deutsche Bank June 2012 - June 2014
Cliffwater LLC June 2008 - June 2012
Citadel Investment Group November 2005 - March 2008
Ernst & Young 2004 - 2005
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA, Analytical Finance
University of Notre Dame 2002 — 2005
BBA, Accounting, Theology
Nancy Cheney's Wells Fargo Securities Experience March 2013 - July 2014
Job MBA Candidate at University of Chicago Booth School of Business
Industry Financial Services
Experience
J.P. Morgan June 2015 - August 2015
Wells Fargo Securities March 2013 - July 2014
Wells Fargo Securities July 2010 - March 2013
Zurich Insurance May 2009 - August 2009
J.P. Morgan October 2008 - December 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Bloomberg, Corporate Finance, Risk Management, Data Analysis, Investments, Portfolio Management, Capital Markets, Microsoft Excel, Fixed Income, Quantitative Analytics, Derivatives, Credit Analysis, Financial Statement..., Analysis
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Wake Forest University 2006 — 2010
B.S., Mathematical Economics
J.P. Morgan June 2015 - August 2015
Wells Fargo Securities March 2013 - July 2014
Wells Fargo Securities July 2010 - March 2013
Zurich Insurance May 2009 - August 2009
J.P. Morgan October 2008 - December 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Bloomberg, Corporate Finance, Risk Management, Data Analysis, Investments, Portfolio Management, Capital Markets, Microsoft Excel, Fixed Income, Quantitative Analytics, Derivatives, Credit Analysis, Financial Statement..., Analysis
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Wake Forest University 2006 — 2010
B.S., Mathematical Economics
Jerry Singh Jerry Singh's Wells Fargo Securities Experience June 2013 - August 2013
Job Strategy Analyst, Cox Communications
Industry Telecommunications
Experience
Cox Communications July 2015 - Present
SunTrust Robinson Humphrey June 2014 - July 2015
Wells Fargo Securities June 2013 - August 2013
Education
University of Florida 2011 — 2013
Bachelor of Business Administration (B.B.A.), Major: Finance; Minor: Information Systems; Advanced Math
London School of Economics and Political Science 2010 — 2011
General Course Student
Cranbrook Kingswood
Cox Communications July 2015 - Present
SunTrust Robinson Humphrey June 2014 - July 2015
Wells Fargo Securities June 2013 - August 2013
Education
University of Florida 2011 — 2013
Bachelor of Business Administration (B.B.A.), Major: Finance; Minor: Information Systems; Advanced Math
London School of Economics and Political Science 2010 — 2011
General Course Student
Cranbrook Kingswood
Peter Badal Peter Badal's Wells Fargo Securities Experience July 2014 - Present
Job Investment Banking Associate | Leveraged Finance at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities July 2014 - Present
Georgetown University September 2011 - May 2014
Department of Defense 2007 - 2011
The Washington Institute For Near East Policy June 2006 - January 2007
US Navy July 1997 - July 2000
Skills
Foreign Policy, Quantitative Analytics, Analysis, Stata, Finance, International Relations, Investment Banking, International Security, Policy Analysis, Economics, International..., Training, Financial Modeling, Qualitative Research, Political Science
Education
Georgetown University 2011 — 2014
Master of Science in Foreign Service, International Business concentration
The American University in Cairo 2004 — 2005
Arabic studies
University of Illinois at Urbana-Champaign
B.A., International Relations
American University of Beirut 2004 — 2004
Arabic studies
Wells Fargo Securities July 2014 - Present
Georgetown University September 2011 - May 2014
Department of Defense 2007 - 2011
The Washington Institute For Near East Policy June 2006 - January 2007
US Navy July 1997 - July 2000
Skills
Foreign Policy, Quantitative Analytics, Analysis, Stata, Finance, International Relations, Investment Banking, International Security, Policy Analysis, Economics, International..., Training, Financial Modeling, Qualitative Research, Political Science
Education
Georgetown University 2011 — 2014
Master of Science in Foreign Service, International Business concentration
The American University in Cairo 2004 — 2005
Arabic studies
University of Illinois at Urbana-Champaign
B.A., International Relations
American University of Beirut 2004 — 2004
Arabic studies
Misty Desai's Wells Fargo Securities Experience June 2010 - June 2012
Job MBA Candidate at The University of Chicago Booth School of Business
Industry Banking
Experience
SVB Financial Group March 2015 - July 2015
SVB Financial Group January 2013 - March 2015
Wells Fargo Securities June 2010 - June 2012
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of California, Los Angeles 2006 — 2010
Bachelor's Degree, Economics, Political Science (double major), minor in Global Studies
SVB Financial Group March 2015 - July 2015
SVB Financial Group January 2013 - March 2015
Wells Fargo Securities June 2010 - June 2012
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of California, Los Angeles 2006 — 2010
Bachelor's Degree, Economics, Political Science (double major), minor in Global Studies
Jon Soderlund's Wells Fargo Securities Experience July 2011 - Present
Job VP Compliance at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities July 2011 - Present
US Bank Investments, Inc April 2010 - April 2011
Freddie Mac November 2005 - March 2010
Financial Industry Regulatory Authority April 1997 - May 2005
Alex Brown & Sons July 1996 - January 1997
Merrill Lynch November 1990 - June 1996
Skills
Capital Markets, Securities, Trading, Fixed Income, Equities, Portfolio Management, Risk Management
Education
The Johns Hopkins University
MBA, Finance
Pennsylvania State University
BA, Economics
psu
Wells Fargo Securities July 2011 - Present
US Bank Investments, Inc April 2010 - April 2011
Freddie Mac November 2005 - March 2010
Financial Industry Regulatory Authority April 1997 - May 2005
Alex Brown & Sons July 1996 - January 1997
Merrill Lynch November 1990 - June 1996
Skills
Capital Markets, Securities, Trading, Fixed Income, Equities, Portfolio Management, Risk Management
Education
The Johns Hopkins University
MBA, Finance
Pennsylvania State University
BA, Economics
psu
Shane Williams Shane Williams's Wells Fargo Securities Experience June 2013 - January 2015
Job Denham Capital
Industry Financial Services
Experience
Denham Capital February 2015 - Present
Wells Fargo Securities June 2013 - January 2015
Knowledge Reservoir May 2011 - June 2013
Texas Tech University May 2011 - August 2011
Allstate May 2009 - August 2009
UBS May 2008 - August 2008
Skills
Valuation, Economics, Energy Industry, Analysis, Reservoir Management
Education
Texas Tech University 2007 — 2011
BBA, Finance; Investment Emphasis
Texas Tech University - Rawls College of Business 2007 — 2011
BBA, Finance
Denham Capital February 2015 - Present
Wells Fargo Securities June 2013 - January 2015
Knowledge Reservoir May 2011 - June 2013
Texas Tech University May 2011 - August 2011
Allstate May 2009 - August 2009
UBS May 2008 - August 2008
Skills
Valuation, Economics, Energy Industry, Analysis, Reservoir Management
Education
Texas Tech University 2007 — 2011
BBA, Finance; Investment Emphasis
Texas Tech University - Rawls College of Business 2007 — 2011
BBA, Finance
Nikolas Novograd Nikolas Novograd's Wells Fargo Securities Experience July 2012 - April 2015
Job Vice President, Originations at Renewable Energy Trust Capital, Inc.
Industry Financial Services
Experience
Renewable Energy Trust Capital, Inc. April 2015 - Present
Wells Fargo Securities July 2012 - April 2015
NextLight Renewable Power, LLC / First Solar, Inc. September 2008 - August 2011
GE Capital April 2004 - May 2008
ABN AMRO Bank N.V. September 1995 - April 2004
The Sanwa Bank, Limited (a predecessor to MUFG). September 1993 - August 1995
Skills
Project Finance, Private Equity, Energy, Infrastructure, Structured Finance, Financial Structuring, Financial Modeling, Due Diligence, Mergers, Corporate Finance, Renewable Energy, Investment Banking, Capital Markets, Emerging Markets, Investments, Leveraged Finance, Mergers & Acquisitions, Finance, Equities, Credit Analysis, Portfolio Management, Fixed Income, Valuation
Education
The University of Chicago - Booth School of Business 1991 — 1993
M.B.A., Finance, Economics
The University of Connecticut
B.A., Economics
Universität Mannheim
Business/Managerial Economics
Renewable Energy Trust Capital, Inc. April 2015 - Present
Wells Fargo Securities July 2012 - April 2015
NextLight Renewable Power, LLC / First Solar, Inc. September 2008 - August 2011
GE Capital April 2004 - May 2008
ABN AMRO Bank N.V. September 1995 - April 2004
The Sanwa Bank, Limited (a predecessor to MUFG). September 1993 - August 1995
Skills
Project Finance, Private Equity, Energy, Infrastructure, Structured Finance, Financial Structuring, Financial Modeling, Due Diligence, Mergers, Corporate Finance, Renewable Energy, Investment Banking, Capital Markets, Emerging Markets, Investments, Leveraged Finance, Mergers & Acquisitions, Finance, Equities, Credit Analysis, Portfolio Management, Fixed Income, Valuation
Education
The University of Chicago - Booth School of Business 1991 — 1993
M.B.A., Finance, Economics
The University of Connecticut
B.A., Economics
Universität Mannheim
Business/Managerial Economics
Eric Fishel Eric Fishel's Wells Fargo Securities Experience September 2012 - Present
Job Associate Analyst High Yield Research at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities September 2012 - Present
Monroe Capital June 2011 - September 2011
Entre Todos Asociacion Civil (founding member of the Argentina Microfinance Network) April 2010 - August 2010
Morgan Stanley April 2009 - July 2009
Morgan Stanley December 2007 - April 2009
Morgan Stanley January 2006 - December 2007
Skills
Equities, Valuation, Due Diligence, Fixed Income, Fixed Income Research, Fixed Income Products, Leveraged Finance, Economics, Economic Research, International Business, Microfinance, Investments
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Finance
The Johns Hopkins University 2006 — 2009
M.A., Economics
University of Maryland - Robert H. Smith School of Business 2001 — 2005
B.S., Finance & International Business
Wilton High School 1997 — 2001
Wells Fargo Securities September 2012 - Present
Monroe Capital June 2011 - September 2011
Entre Todos Asociacion Civil (founding member of the Argentina Microfinance Network) April 2010 - August 2010
Morgan Stanley April 2009 - July 2009
Morgan Stanley December 2007 - April 2009
Morgan Stanley January 2006 - December 2007
Skills
Equities, Valuation, Due Diligence, Fixed Income, Fixed Income Research, Fixed Income Products, Leveraged Finance, Economics, Economic Research, International Business, Microfinance, Investments
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Finance
The Johns Hopkins University 2006 — 2009
M.A., Economics
University of Maryland - Robert H. Smith School of Business 2001 — 2005
B.S., Finance & International Business
Wilton High School 1997 — 2001
Keith Schellhorn's Wells Fargo Securities Experience May 2013 - Present
Job Mergers & Acquisitions Associate
Industry Financial Services
Experience
Wells Fargo Securities May 2013 - Present
University of Virginia June 2011 - May 2013
Wells Fargo Securities May 2012 - July 2012
Lockheed Martin January 2010 - July 2011
Lockheed Martin July 2007 - January 2010
Skills
Valuation, Due Diligence, Financial Modeling, Investment Banking, Business Modeling, Risk Management, Business Strategy, Client Interfacing, Cross-functional Team..., Program Management, Program Execution, Simulation, Project Execution, Project Finance, Project Planning, Contract Management, Security Clearance, Simulations, Mergers & Acquisitions, Finance, Project Management, Analysis, Data Analysis, Financial Analysis, Corporate Finance
Education
University of Virginia - Darden Graduate School of Business Administration 2011 — 2013
MBA, Corporate Financing / Investment Banking
University of Pennsylvania 2008 — 2010
MS, Systems Engineering
The Johns Hopkins University 2003 — 2007
BS, Mechanical Engineering, Entrepreneurship
North Hunterdon
Wells Fargo Securities May 2013 - Present
University of Virginia June 2011 - May 2013
Wells Fargo Securities May 2012 - July 2012
Lockheed Martin January 2010 - July 2011
Lockheed Martin July 2007 - January 2010
Skills
Valuation, Due Diligence, Financial Modeling, Investment Banking, Business Modeling, Risk Management, Business Strategy, Client Interfacing, Cross-functional Team..., Program Management, Program Execution, Simulation, Project Execution, Project Finance, Project Planning, Contract Management, Security Clearance, Simulations, Mergers & Acquisitions, Finance, Project Management, Analysis, Data Analysis, Financial Analysis, Corporate Finance
Education
University of Virginia - Darden Graduate School of Business Administration 2011 — 2013
MBA, Corporate Financing / Investment Banking
University of Pennsylvania 2008 — 2010
MS, Systems Engineering
The Johns Hopkins University 2003 — 2007
BS, Mechanical Engineering, Entrepreneurship
North Hunterdon
Jennie Henderson's Wells Fargo Securities Experience August 2007 - Present
Job Vice President Corporate Access at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities August 2007 - Present
Wells Fargo Securities 2007 - Present
Education
The University of Georgia 2003 — 2007
Dietetics/Dietitian
Wells Fargo Securities August 2007 - Present
Wells Fargo Securities 2007 - Present
Education
The University of Georgia 2003 — 2007
Dietetics/Dietitian
Sarah Watt House Sarah Watt House's Wells Fargo Securities Experience February 2013 - Present
Job Economist at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities February 2013 - Present
Wells Fargo Securities September 2010 - January 2013
Federal Reserve Bank of Richmond August 2007 - September 2009
Skills
Economics, Data Analysis, Financial Analysis
Education
London School of Economics and Political Science 2009 — 2010
Master of Science (MSc), Local Economic Development
Tulane University 2003 — 2007
Bachelor of Arts (B.A.), Economics and Political Economy
Wells Fargo Securities February 2013 - Present
Wells Fargo Securities September 2010 - January 2013
Federal Reserve Bank of Richmond August 2007 - September 2009
Skills
Economics, Data Analysis, Financial Analysis
Education
London School of Economics and Political Science 2009 — 2010
Master of Science (MSc), Local Economic Development
Tulane University 2003 — 2007
Bachelor of Arts (B.A.), Economics and Political Economy
Scott Micek, CPA Scott Micek, CPA's Wells Fargo Securities Experience June 2013 - August 2014
Job Investment Banking Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs August 2014 - Present
Wells Fargo Securities June 2013 - August 2014
Deloitte June 2012 - August 2012
ParenteBeard LLC June 2011 - August 2011
XTO Energy September 2010 - June 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Financial Reporting, Financial Analysis, Accounting, Account Reconciliation, Financial Statements
Education
Texas Christian University - M.J. Neeley School of Business 2012 — 2013
Master of Accounting, Financial Statement & Analysis
Texas Christian University - M.J. Neeley School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance, Energy Minor
Goldman Sachs August 2014 - Present
Wells Fargo Securities June 2013 - August 2014
Deloitte June 2012 - August 2012
ParenteBeard LLC June 2011 - August 2011
XTO Energy September 2010 - June 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Financial Reporting, Financial Analysis, Accounting, Account Reconciliation, Financial Statements
Education
Texas Christian University - M.J. Neeley School of Business 2012 — 2013
Master of Accounting, Financial Statement & Analysis
Texas Christian University - M.J. Neeley School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance, Energy Minor
Adam Smith, CFA Adam Smith, CFA's Wells Fargo Securities Experience June 2008 - Present
Job Vice President at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2008 - Present
Wells Fargo January 2006 - June 2008
Wells Fargo January 2004 - June 2005
Skills
Derivatives, Capital Markets, Fixed Income, Sales, Credit, Credit Risk, Interest Rate..., Interest Rate Swaps, Interest Rate Risk..., Interest Rate Hedging, Commercial Lending
Education
The University of Texas at Austin 2000 — 2003
Bachelor of Business Administration (BBA), Finance
Wells Fargo Securities June 2008 - Present
Wells Fargo January 2006 - June 2008
Wells Fargo January 2004 - June 2005
Skills
Derivatives, Capital Markets, Fixed Income, Sales, Credit, Credit Risk, Interest Rate..., Interest Rate Swaps, Interest Rate Risk..., Interest Rate Hedging, Commercial Lending
Education
The University of Texas at Austin 2000 — 2003
Bachelor of Business Administration (BBA), Finance
Melissa Dolan Melissa Dolan's Wells Fargo Securities Experience June 2009 - June 2011
Job Associate Marketing Manager at General Mills
Industry Consumer Goods
Experience
General Mills August 2015 - Present
Keurig Green Mountain, Inc. June 2014 - August 2014
Ares Management August 2011 - May 2013
Wells Fargo Securities June 2009 - June 2011
Wachovia Securities June 2008 - August 2008
Skills
Valuation, Financial Modeling, Capital Markets, Bloomberg, Investment Banking, Private Equity, Microsoft Excel, Financial Analysis, Investments, Strategy, Data Analysis, Due Diligence, Mergers & Acquisitions, Corporate Finance, Management, Analysis, Market Research
Education
Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (M.B.A.), Graduated with Distinction
Washington and Lee University 2005 — 2009
B.S, Business Administration; Special Attainments; Commerce
General Mills August 2015 - Present
Keurig Green Mountain, Inc. June 2014 - August 2014
Ares Management August 2011 - May 2013
Wells Fargo Securities June 2009 - June 2011
Wachovia Securities June 2008 - August 2008
Skills
Valuation, Financial Modeling, Capital Markets, Bloomberg, Investment Banking, Private Equity, Microsoft Excel, Financial Analysis, Investments, Strategy, Data Analysis, Due Diligence, Mergers & Acquisitions, Corporate Finance, Management, Analysis, Market Research
Education
Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (M.B.A.), Graduated with Distinction
Washington and Lee University 2005 — 2009
B.S, Business Administration; Special Attainments; Commerce
Tom Christian Tom Christian's Wells Fargo Securities Experience January 2014 - August 2014
Job Sr. Developer at LendingTree
Industry Computer Software
Experience
LendingTree August 2014 - Present
Wells Fargo Securities January 2014 - August 2014
Microsoft July 2012 - December 2013
Microsoft Corporation September 2000 - July 2012
Microsoft October 1998 - September 2000
Microsoft June 1998 - October 1998
Nationwide Insurance June 1996 - June 1998
Skills
Windows Azure, .NET, Cloud Computing, Microsoft Technologies, Software Development, Visual Studio, C#, IIS, Silverlight, Databases, Debugging, ASP.NET MVC, JavaScript, C++, Software Design, WCF, Web Services, Enterprise Architecture, ASP.NET, Microsoft SQL Server, Web Development, Troubleshooting, Software Engineering, XML, ASP, WinDbg, Programming, Performance Tuning, SOS, Windows, C, HTML, Windows Phone, jQuery, LINQ, SQL Server, Debuggers, Performance Analysis, Performance Improvement, Software Training, Visual C++, Architecture, XAML, Technical Leadership, MS Excel Pivot Tables, Product Support, Performance Metrics, Performance Measurement, Debugging Code, AngularJS
Education
The Ohio State University 1993 — 1998
Bachelor of Science (B.S.), Computer Engineering
Brunswick High School 1989 — 1993
LendingTree August 2014 - Present
Wells Fargo Securities January 2014 - August 2014
Microsoft July 2012 - December 2013
Microsoft Corporation September 2000 - July 2012
Microsoft October 1998 - September 2000
Microsoft June 1998 - October 1998
Nationwide Insurance June 1996 - June 1998
Skills
Windows Azure, .NET, Cloud Computing, Microsoft Technologies, Software Development, Visual Studio, C#, IIS, Silverlight, Databases, Debugging, ASP.NET MVC, JavaScript, C++, Software Design, WCF, Web Services, Enterprise Architecture, ASP.NET, Microsoft SQL Server, Web Development, Troubleshooting, Software Engineering, XML, ASP, WinDbg, Programming, Performance Tuning, SOS, Windows, C, HTML, Windows Phone, jQuery, LINQ, SQL Server, Debuggers, Performance Analysis, Performance Improvement, Software Training, Visual C++, Architecture, XAML, Technical Leadership, MS Excel Pivot Tables, Product Support, Performance Metrics, Performance Measurement, Debugging Code, AngularJS
Education
The Ohio State University 1993 — 1998
Bachelor of Science (B.S.), Computer Engineering
Brunswick High School 1989 — 1993
Yegor Nikolayev Yegor Nikolayev's Wells Fargo Securities Experience July 2015 - Present
Job Analyst, Leveraged Finance at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities July 2015 - Present
Wells Fargo Securities June 2014 - August 2014
GOSOLO of Sweden, LLC December 2012 - June 2014
FTI Consulting June 2013 - August 2013
United States Marine Corps February 2007 - September 2007
Skills
Financial Analysis, Market Research, Due Diligence, Financial Modeling, Valuation, Restructuring, Mergers & Acquisitions, Corporate Finance, Economics, Leadership
Education
The London School of Economics and Political Science (LSE) 2014 — 2015
General Course, (Finance & Economics)
University of Southern California - Marshall School of Business
Dual Degree: B.S. Business Administration (Finance) and B.A. Economics
Kherson State Maritime Academy, Ukraine
High School/Specialty Degree, Ship's Navigation
Wells Fargo Securities July 2015 - Present
Wells Fargo Securities June 2014 - August 2014
GOSOLO of Sweden, LLC December 2012 - June 2014
FTI Consulting June 2013 - August 2013
United States Marine Corps February 2007 - September 2007
Skills
Financial Analysis, Market Research, Due Diligence, Financial Modeling, Valuation, Restructuring, Mergers & Acquisitions, Corporate Finance, Economics, Leadership
Education
The London School of Economics and Political Science (LSE) 2014 — 2015
General Course, (Finance & Economics)
University of Southern California - Marshall School of Business
Dual Degree: B.S. Business Administration (Finance) and B.A. Economics
Kherson State Maritime Academy, Ukraine
High School/Specialty Degree, Ship's Navigation
Guofan Hu Guofan Hu's Wells Fargo Securities Experience June 2012 - May 2015
Job Equity Quant at JPM
Industry Investment Banking
Experience
J.P. Morgan June 2015 - Present
Wells Fargo Securities June 2012 - May 2015
The Johns Hopkins University September 2007 - June 2012
Skills
LaTeX, Fortran, Mathematica, HTML, JavaScript, ROOT, Regular Expressions, GCC, Monte Carlo Simulation, Numerical Analysis, Python, C++, C, Programming, Data Analysis, Linux, Shell Scripting, Algorithms, Research, CVS, Subversion, Microsoft Office, CSS, Distributed Systems, High Performance...
Education
The Johns Hopkins University 2007 — 2012
PhD, Physics; Experimental High Energy Physics (HEP)
University of Science and Technology of China (USTC) 2003 — 2007
Bachelor, Physics
J.P. Morgan June 2015 - Present
Wells Fargo Securities June 2012 - May 2015
The Johns Hopkins University September 2007 - June 2012
Skills
LaTeX, Fortran, Mathematica, HTML, JavaScript, ROOT, Regular Expressions, GCC, Monte Carlo Simulation, Numerical Analysis, Python, C++, C, Programming, Data Analysis, Linux, Shell Scripting, Algorithms, Research, CVS, Subversion, Microsoft Office, CSS, Distributed Systems, High Performance...
Education
The Johns Hopkins University 2007 — 2012
PhD, Physics; Experimental High Energy Physics (HEP)
University of Science and Technology of China (USTC) 2003 — 2007
Bachelor, Physics
Ben Wolf Ben Wolf's Wells Fargo Securities Experience June 2013 - May 2014
Job Analytics at Zenefits
Industry Financial Services
Experience
Zenefits April 2015 - Present
Zenefits January 2015 - April 2015
Wells Fargo Capital Finance May 2014 - December 2014
TripTech Medical (Name Pending) September 2010 - November 2014
Wells Fargo Securities June 2013 - May 2014
Wells Fargo Securities June 2012 - August 2012
Tavor Consulting June 2011 - July 2011
Martin Wolf Securities July 2008 - August 2008
Skills
Entrepreneurship, Public Speaking, Research, PowerPoint, Microsoft Excel, Leadership, Financial Modeling, Microsoft Office, Fundraising, Teamwork, Microsoft Word, Financial Analysis, Non-profits, Patents, Business Model..., Start-ups, Data Analysis, Market Research, Asset Backed Lending, Blogging, Event Planning, Teaching, Community Outreach, Asset Based Lending, Credit Analysis, Middle Market, Valuation, Customer Support, Customer Escalation..., Triage, SQL, Business Analytics
Education
Wells Fargo/Training The Street
University of Michigan 2008 — 2012
International studies, Global Trade, Economics, and Politics. Focus on Middle East.
The Hebrew University 2011 — 2011
NA, International Studies: Semester Abroad
Tuck School of Business at Dartmouth 2010 — 2010
NA, Business Bridge Program
James Madison Memorial High School 2005 — 2008
Zenefits April 2015 - Present
Zenefits January 2015 - April 2015
Wells Fargo Capital Finance May 2014 - December 2014
TripTech Medical (Name Pending) September 2010 - November 2014
Wells Fargo Securities June 2013 - May 2014
Wells Fargo Securities June 2012 - August 2012
Tavor Consulting June 2011 - July 2011
Martin Wolf Securities July 2008 - August 2008
Skills
Entrepreneurship, Public Speaking, Research, PowerPoint, Microsoft Excel, Leadership, Financial Modeling, Microsoft Office, Fundraising, Teamwork, Microsoft Word, Financial Analysis, Non-profits, Patents, Business Model..., Start-ups, Data Analysis, Market Research, Asset Backed Lending, Blogging, Event Planning, Teaching, Community Outreach, Asset Based Lending, Credit Analysis, Middle Market, Valuation, Customer Support, Customer Escalation..., Triage, SQL, Business Analytics
Education
Wells Fargo/Training The Street
University of Michigan 2008 — 2012
International studies, Global Trade, Economics, and Politics. Focus on Middle East.
The Hebrew University 2011 — 2011
NA, International Studies: Semester Abroad
Tuck School of Business at Dartmouth 2010 — 2010
NA, Business Bridge Program
James Madison Memorial High School 2005 — 2008
Gregory Barnett Gregory Barnett's Wells Fargo Securities Experience April 2014 - August 2014
Job Analyst at Fidus Investment Advisors, LLC
Industry Financial Services
Experience
Fidus Investment Advisors, LLC October 2014 - Present
Wells Fargo Securities April 2014 - August 2014
CL King & Associates May 2013 - June 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Financial Modeling, Finance
Education
Wake Forest University 2011 — 2015
Bachelor of Science, Finance, Minor in Economics
London School of Economics and Political Science 2013 — 2013
Marketing and Microeconomics
Fidus Investment Advisors, LLC October 2014 - Present
Wells Fargo Securities April 2014 - August 2014
CL King & Associates May 2013 - June 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Financial Modeling, Finance
Education
Wake Forest University 2011 — 2015
Bachelor of Science, Finance, Minor in Economics
London School of Economics and Political Science 2013 — 2013
Marketing and Microeconomics
Carlos Richardson's Wells Fargo Securities Experience March 2013 - Present
Job CapMkts Middle Ofc Analyst at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities March 2013 - Present
Wells Fargo December 2012 - March 2013
JPMorgan Chase February 2012 - September 2012
Nationwide Insurance January 2012 - February 2012
Scarlet & Grey Financial September 2010 - June 2011
Ohio State Young Scholars June 2010 - August 2010
Skills
Easily Adaptable, Microsoft Office, Motivated self-starter, Highly detail oriented, Detailed Organization, Time Management, Problem Solving, Recruiting, Employee Relations, Banking, Budgets, Software Documentation, Management, Microsoft Excel
Education
The Ohio State University 2007 — 2011
Bachelor of Science (B.S.), Business Family and Consumer Sciences/Human Sciences
Wells Fargo Securities March 2013 - Present
Wells Fargo December 2012 - March 2013
JPMorgan Chase February 2012 - September 2012
Nationwide Insurance January 2012 - February 2012
Scarlet & Grey Financial September 2010 - June 2011
Ohio State Young Scholars June 2010 - August 2010
Skills
Easily Adaptable, Microsoft Office, Motivated self-starter, Highly detail oriented, Detailed Organization, Time Management, Problem Solving, Recruiting, Employee Relations, Banking, Budgets, Software Documentation, Management, Microsoft Excel
Education
The Ohio State University 2007 — 2011
Bachelor of Science (B.S.), Business Family and Consumer Sciences/Human Sciences
Livingston Long Livingston Long's Wells Fargo Securities Experience July 2015 - Present
Job Associate at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities July 2015 - Present
Wells Fargo Securities June 2013 - June 2015
Eastdil Secured June 2012 - August 2012
AJ Capital Partners June 2011 - August 2011
Education
University of Virginia 2012 — 2013
Master of Science (M.S.), Commerce, Finance
Vanderbilt University 2008 — 2012
Bachelor of Arts (B.A.), Economics
London School of Economics and Political Science 2010 — 2010
Intermediate Microeconomics, Intermediate Macroeconomics
Porter Gaud High School
Wells Fargo Securities July 2015 - Present
Wells Fargo Securities June 2013 - June 2015
Eastdil Secured June 2012 - August 2012
AJ Capital Partners June 2011 - August 2011
Education
University of Virginia 2012 — 2013
Master of Science (M.S.), Commerce, Finance
Vanderbilt University 2008 — 2012
Bachelor of Arts (B.A.), Economics
London School of Economics and Political Science 2010 — 2010
Intermediate Microeconomics, Intermediate Macroeconomics
Porter Gaud High School
Rameez Ul Haq Rameez Ul Haq's Wells Fargo Securities Experience June 2015 - Present
Job Investment Banking Summer Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2015 - Present
KPMG US January 2015 - March 2015
ConocoPhillips May 2014 - August 2014
The University of Texas at Austin: College of Natural Sciences - Math Dept. August 2013 - December 2013
The University of Texas at Austin: Office of Accounting: Costing and Analysis January 2013 - May 2013
Skills
Financial Modeling, Finance, Financial Analysis, Accounting, Sales, Financial Accounting, Analysis
Education
The University of Texas at Austin 2011 — 2016
Master in Professional Accounting, Accounting and Finance
The University of Texas at Austin 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting/Finance
Wells Fargo Securities June 2015 - Present
KPMG US January 2015 - March 2015
ConocoPhillips May 2014 - August 2014
The University of Texas at Austin: College of Natural Sciences - Math Dept. August 2013 - December 2013
The University of Texas at Austin: Office of Accounting: Costing and Analysis January 2013 - May 2013
Skills
Financial Modeling, Finance, Financial Analysis, Accounting, Sales, Financial Accounting, Analysis
Education
The University of Texas at Austin 2011 — 2016
Master in Professional Accounting, Accounting and Finance
The University of Texas at Austin 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting/Finance
Lloyd Cone Lloyd Cone's Wells Fargo Securities Experience July 2014 - Present
Job Associate
Industry Investment Banking
Experience
Wells Fargo Securities July 2014 - Present
Darden School of Business August 2012 - July 2014
Barclays Investment Bank June 2013 - August 2013
Booz Allen Hamilton December 2010 - July 2012
Booz Allen Hamilton May 2010 - December 2010
US Army April 2009 - April 2010
US Army July 2007 - May 2009
Education
Darden Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA), Finance, General
The Citadel 2002 — 2006
Bachelor of Science (BS), Accounting and Business/Management, 3.354
Wells Fargo Securities July 2014 - Present
Darden School of Business August 2012 - July 2014
Barclays Investment Bank June 2013 - August 2013
Booz Allen Hamilton December 2010 - July 2012
Booz Allen Hamilton May 2010 - December 2010
US Army April 2009 - April 2010
US Army July 2007 - May 2009
Education
Darden Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA), Finance, General
The Citadel 2002 — 2006
Bachelor of Science (BS), Accounting and Business/Management, 3.354
Sachin Kelkar's Wells Fargo Securities Experience 2006 - 2008
Job Vice President of Finance, Corporate Development, Investor Relations at Practice Fusion
Industry Investment Banking
Experience
Practice Fusion 2013 - Present
LifeTech Capital 2009 - 2013
Wells Fargo Securities 2006 - 2008
Abbott Immunology June 2005 - September 2005
Yodlee, Inc. 2000 - 2004
Chemdex Corporation 1998 - 2000
Skills
Investment Banking, Corporate Finance, Capital Markets, Mergers, Consulting, Corporate Development, Private Placements, Equity Research, Capital Raising, Private Equity, Venture Capital, Financial Modeling, Entrepreneurship, Due Diligence, IPO, Mergers, Strategy, Start-ups, Mergers & Acquisitions
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA, Masters Business Administration
University of California, Berkeley
Bachelor of Arts (B.A.)
Practice Fusion 2013 - Present
LifeTech Capital 2009 - 2013
Wells Fargo Securities 2006 - 2008
Abbott Immunology June 2005 - September 2005
Yodlee, Inc. 2000 - 2004
Chemdex Corporation 1998 - 2000
Skills
Investment Banking, Corporate Finance, Capital Markets, Mergers, Consulting, Corporate Development, Private Placements, Equity Research, Capital Raising, Private Equity, Venture Capital, Financial Modeling, Entrepreneurship, Due Diligence, IPO, Mergers, Strategy, Start-ups, Mergers & Acquisitions
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA, Masters Business Administration
University of California, Berkeley
Bachelor of Arts (B.A.)
Stefan Rosu's Wells Fargo Securities Experience February 2015 - Present
Job
Industry Commercial Real Estate
Experience
Wells Fargo Securities February 2015 - Present
Skills
CMBS, Trading, Real Estate Economics, Valuation, Underwriting, Asset Management, Disposition, Real Estate Financing, Financial Modeling, Loans, Financial Analysis, Due Diligence, Investments, Portfolio Management, Loan Origination, FHA, Real Estate, Risk Management, Structured Finance, Credit, Dispositions
Education
2015 Level II Candidate in the CFA Program
Series 7 and Series 63
The George Washington University - School of Business
BBA, Finance
Wells Fargo Securities February 2015 - Present
Skills
CMBS, Trading, Real Estate Economics, Valuation, Underwriting, Asset Management, Disposition, Real Estate Financing, Financial Modeling, Loans, Financial Analysis, Due Diligence, Investments, Portfolio Management, Loan Origination, FHA, Real Estate, Risk Management, Structured Finance, Credit, Dispositions
Education
2015 Level II Candidate in the CFA Program
Series 7 and Series 63
The George Washington University - School of Business
BBA, Finance
Jeff Kilinski Jeff Kilinski's Wells Fargo Securities Experience 2013 - 2014
Job Financial Services | Business Development | Strategic Selling| Relationship Building | Product Development
Industry Financial Services
Experience
Nadex 2014 - 2015
Wells Fargo Securities 2013 - 2014
CME Group 2005 - 2013
Lehman Brothers 2002 - 2005
JP Morgan 1993 - 2002
United States Air Force 1982 - 1986
Skills
Options, Derivatives, Fixed Income, Hedge Funds, Trading, Trading Systems, Electronic Trading, Financial Markets, Risk Management, Interest Rate..., Investments, Hedging, Swaps, Business Development, Sales, Relationship Building
Education
The University of Chicago - Booth School of Business
MBA, Finance and Policy, Dean's List
University of Notre Dame
BS, Aerospace Engineering
Nadex 2014 - 2015
Wells Fargo Securities 2013 - 2014
CME Group 2005 - 2013
Lehman Brothers 2002 - 2005
JP Morgan 1993 - 2002
United States Air Force 1982 - 1986
Skills
Options, Derivatives, Fixed Income, Hedge Funds, Trading, Trading Systems, Electronic Trading, Financial Markets, Risk Management, Interest Rate..., Investments, Hedging, Swaps, Business Development, Sales, Relationship Building
Education
The University of Chicago - Booth School of Business
MBA, Finance and Policy, Dean's List
University of Notre Dame
BS, Aerospace Engineering
Gurinder S Tamber's Wells Fargo Securities Experience March 2015 - Present
Job Managing Director & Global Commodity Derivatives at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities March 2015 - Present
Independent Consultant April 2014 - Present
Floresta Holdings Ltd. March 2012 - March 2014
The Nature Conservancy April 2009 - March 2012
Skills
Private Equity, Valuation, Origination, Corporate Finance, Sales Management, Marketing Strategy, Technical Analysis, Carbon Markets, Loan Origination, Start-ups, Carbon, Strategy, Carbon Finance, Cleantech, Entrepreneurship, Project Management, Biomass, Business Development, Energy, Strategic Partnerships, Finance, Investments, Business Planning, Due Diligence, Project Finance, Competitive Analysis, Mergers & Acquisitions, Management, Leadership, CRM, Emerging Markets, Corporate Development, Sustainability, Proposal Writing, Financial Modeling, Negotiation, Commodity, Renewable Energy, Strategic Planning
Education
Oxford University
M.Phil, Economics, Scholarship winner
The University of Manchester
Bachelors degree, Economics, 1st Class (Class Valedictorian)
Wells Fargo Securities March 2015 - Present
Independent Consultant April 2014 - Present
Floresta Holdings Ltd. March 2012 - March 2014
The Nature Conservancy April 2009 - March 2012
Skills
Private Equity, Valuation, Origination, Corporate Finance, Sales Management, Marketing Strategy, Technical Analysis, Carbon Markets, Loan Origination, Start-ups, Carbon, Strategy, Carbon Finance, Cleantech, Entrepreneurship, Project Management, Biomass, Business Development, Energy, Strategic Partnerships, Finance, Investments, Business Planning, Due Diligence, Project Finance, Competitive Analysis, Mergers & Acquisitions, Management, Leadership, CRM, Emerging Markets, Corporate Development, Sustainability, Proposal Writing, Financial Modeling, Negotiation, Commodity, Renewable Energy, Strategic Planning
Education
Oxford University
M.Phil, Economics, Scholarship winner
The University of Manchester
Bachelors degree, Economics, 1st Class (Class Valedictorian)
Lekha Ravi's Wells Fargo Securities Experience June 2013 - August 2013
Job Private Banking Analyst at Citi
Industry Financial Services
Experience
Citi June 2015 - Present
UBS Investment Bank June 2014 - August 2014
Wells Fargo Securities June 2013 - August 2013
Wharton Gladden & Company October 2011 - December 2012
Her Campus January 2012 - May 2012
Hollister Co. December 2010 - January 2011
City Government of Greensboro July 2009 - August 2009
Skills
HTML, CSS, Java, Corporate Finance, Investments, Financial Modeling, Bloomberg, Teamwork, Financial Analysis, Data Analysis, Bloomberg Terminal, Banking, Market Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Research
Education
UNC Kenan-Flagler Business School
Bachelor of Science, Corporate Finance, Investments
University of North Carolina at Chapel Hill
Bachelor of Science (B.S.), Bachelor of Arts (B.A.), Business Major, Economics Major, PPE (Philosophy, Politics, & Economics) Minor
The Chinese University of Hong Kong 2012 — 2012
International Finance, Marketing Management
Grimsley Senior High School 2007 — 2010
International Baccalaureate Diploma
Citi June 2015 - Present
UBS Investment Bank June 2014 - August 2014
Wells Fargo Securities June 2013 - August 2013
Wharton Gladden & Company October 2011 - December 2012
Her Campus January 2012 - May 2012
Hollister Co. December 2010 - January 2011
City Government of Greensboro July 2009 - August 2009
Skills
HTML, CSS, Java, Corporate Finance, Investments, Financial Modeling, Bloomberg, Teamwork, Financial Analysis, Data Analysis, Bloomberg Terminal, Banking, Market Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Research
Education
UNC Kenan-Flagler Business School
Bachelor of Science, Corporate Finance, Investments
University of North Carolina at Chapel Hill
Bachelor of Science (B.S.), Bachelor of Arts (B.A.), Business Major, Economics Major, PPE (Philosophy, Politics, & Economics) Minor
The Chinese University of Hong Kong 2012 — 2012
International Finance, Marketing Management
Grimsley Senior High School 2007 — 2010
International Baccalaureate Diploma
William Cordes's Wells Fargo Securities Experience August 2012 - February 2014
Job Consultant at Cordes Consulting
Industry Venture Capital & Private Equity
Experience
Cordes Consulting March 2015 - Present
Cordes Ventures April 2014 - Present
Market Track March 2014 - February 2015
Wells Fargo Securities August 2012 - February 2014
KeyBanc Capital Markets July 2011 - July 2012
JP Morgan Chase July 2010 - June 2011
JP Morgan Chase June 2009 - August 2009
Skills
Valuation, Financial Modeling, Leveraged Finance, Capital Markets, Investment Banking, Equity Research, Equities, Microsoft Excel, Bloomberg, Corporate Finance, Financial Structuring, Predictive Modeling, Investments, Debt Collection, Financial Analysis, Finance, Due Diligence
Education
The Ohio State University Fisher College of Business 2007 — 2010
BSBA, Finance
Saint Xavier High School 2002 — 2006
High School Diploma, General Studies
Cordes Consulting March 2015 - Present
Cordes Ventures April 2014 - Present
Market Track March 2014 - February 2015
Wells Fargo Securities August 2012 - February 2014
KeyBanc Capital Markets July 2011 - July 2012
JP Morgan Chase July 2010 - June 2011
JP Morgan Chase June 2009 - August 2009
Skills
Valuation, Financial Modeling, Leveraged Finance, Capital Markets, Investment Banking, Equity Research, Equities, Microsoft Excel, Bloomberg, Corporate Finance, Financial Structuring, Predictive Modeling, Investments, Debt Collection, Financial Analysis, Finance, Due Diligence
Education
The Ohio State University Fisher College of Business 2007 — 2010
BSBA, Finance
Saint Xavier High School 2002 — 2006
High School Diploma, General Studies
Jarod Winters's Wells Fargo Securities Experience August 2009 - March 2015
Job COO/CCO at Sunrise Capital Partners LLC
Industry Financial Services
Experience
Sunrise Capital Partners LLC August 2015 - Present
Core Compliance & Legal Services, Inc. March 2015 - July 2015
Wells Fargo Securities August 2009 - March 2015
Merlin Securities August 2009 - August 2012
Barclays Capital 2008 - 2009
Jarod Winters Consulting 2008 - 2009
ESP 2003 - 2008
FutureTrade 2000 - 2003
Citysearch 1997 - 1998
Skills
Electronic Trading, Trading Systems, Hedge Funds, Equities, Equity Trading, Trading, Series 7, Derivatives, Options, Market Data, Prime Brokerage, Fixed Income, Series 63, Alternative Investments, Capital Markets, Portfolio Management, Asset Managment, Securities, Financial Markets, Equity Derivatives, Asset Management, Back Office, Investments, Risk Management, Trading Strategies, Trade Compliance
Education
The University of Texas at Austin - Red McCombs School of Business 1998 — 2000
MBA, eCommerce and Finance
The University of Texas at Austin 1990 — 1994
BA, Humanities, Political Science
Sunrise Capital Partners LLC August 2015 - Present
Core Compliance & Legal Services, Inc. March 2015 - July 2015
Wells Fargo Securities August 2009 - March 2015
Merlin Securities August 2009 - August 2012
Barclays Capital 2008 - 2009
Jarod Winters Consulting 2008 - 2009
ESP 2003 - 2008
FutureTrade 2000 - 2003
Citysearch 1997 - 1998
Skills
Electronic Trading, Trading Systems, Hedge Funds, Equities, Equity Trading, Trading, Series 7, Derivatives, Options, Market Data, Prime Brokerage, Fixed Income, Series 63, Alternative Investments, Capital Markets, Portfolio Management, Asset Managment, Securities, Financial Markets, Equity Derivatives, Asset Management, Back Office, Investments, Risk Management, Trading Strategies, Trade Compliance
Education
The University of Texas at Austin - Red McCombs School of Business 1998 — 2000
MBA, eCommerce and Finance
The University of Texas at Austin 1990 — 1994
BA, Humanities, Political Science
James Gu's Wells Fargo Securities Experience May 2014 - August 2014
Job Investment Banking Analyst at Evercore
Industry Financial Services
Experience
Evercore June 2015 - Present
Wells Fargo Securities May 2014 - August 2014
Cappello Group, Inc. January 2014 - May 2014
Liberty Park Capital Management June 2013 - November 2013
Skills
Finance, Microsoft Excel, Financial Modeling, Financial Analysis, Investments, Valuation, Accounting, Mergers & Acquisitions, Programming, Fine Art
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2015
Bachelor’s Degree, Finance, Minors: Accounting, Elements of Computing
Evercore June 2015 - Present
Wells Fargo Securities May 2014 - August 2014
Cappello Group, Inc. January 2014 - May 2014
Liberty Park Capital Management June 2013 - November 2013
Skills
Finance, Microsoft Excel, Financial Modeling, Financial Analysis, Investments, Valuation, Accounting, Mergers & Acquisitions, Programming, Fine Art
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2015
Bachelor’s Degree, Finance, Minors: Accounting, Elements of Computing
Avery Beach Avery Beach's Wells Fargo Securities Experience June 2012 - August 2012
Job Senior Business Analyst at Accenture
Industry Management Consulting
Experience
Accenture July 2013 - Present
Wells Fargo Securities June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Financial Analysis, Public Speaking, Social Media, English, Data Analysis
Education
The University of Texas at Austin 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Accenture July 2013 - Present
Wells Fargo Securities June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Financial Analysis, Public Speaking, Social Media, English, Data Analysis
Education
The University of Texas at Austin 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Andy Ryback Andy Ryback's Wells Fargo Securities Experience October 2007 - November 2012
Job Vice President, Institutional Fixed Income Sales at BOSC, Inc.
Industry Financial Services
Experience
Cal-Western Forest Products November 2014 - Present
BOK Financial January 2013 - November 2014
Wells Fargo Securities October 2007 - November 2012
Wells Fargo Securities October 2006 - October 2007
Wells Fargo June 2005 - October 2006
Texas Tech University June 2004 - May 2005
Texas Tech University June 2003 - May 2005
Education
Texas Tech University 2000 — 2005
Bachelor of Business Administration (B.B.A.), Finance
Texas Tech University 2000 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Cal-Western Forest Products November 2014 - Present
BOK Financial January 2013 - November 2014
Wells Fargo Securities October 2007 - November 2012
Wells Fargo Securities October 2006 - October 2007
Wells Fargo June 2005 - October 2006
Texas Tech University June 2004 - May 2005
Texas Tech University June 2003 - May 2005
Education
Texas Tech University 2000 — 2005
Bachelor of Business Administration (B.B.A.), Finance
Texas Tech University 2000 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Harrison Chan Harrison Chan's Wells Fargo Securities Experience June 2013 - August 2013
Job Associate Investment Analyst at Columbia Management
Industry Investment Management
Experience
Columbia Management July 2014 - Present
Wells Fargo Securities June 2013 - August 2013
PA Consulting Group August 2010 - August 2012
Sargent & Lundy May 2009 - August 2010
Shell May 2008 - August 2008
Alliant Energy May 2007 - August 2007
Skills
Energy, Renewable Energy, Energy Efficiency, Management Consulting, Electricity Markets, Business Strategy, Program Management, Financial Modeling, Process Improvement, Change Management, Valuation, Project Management, Engineering, Data Analysis
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 2005 — 2009
BS, Electrical Engineering
University of Illinois at Urbana-Champaign 2005 — 2009
BA, Economics
Columbia Management July 2014 - Present
Wells Fargo Securities June 2013 - August 2013
PA Consulting Group August 2010 - August 2012
Sargent & Lundy May 2009 - August 2010
Shell May 2008 - August 2008
Alliant Energy May 2007 - August 2007
Skills
Energy, Renewable Energy, Energy Efficiency, Management Consulting, Electricity Markets, Business Strategy, Program Management, Financial Modeling, Process Improvement, Change Management, Valuation, Project Management, Engineering, Data Analysis
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 2005 — 2009
BS, Electrical Engineering
University of Illinois at Urbana-Champaign 2005 — 2009
BA, Economics
Timothy Topicz, CFA Timothy Topicz, CFA's Wells Fargo Securities Experience August 2015 - Present
Job Associate, Financial Institutions Group at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities August 2015 - Present
Global Health, Education, and Economic Development (Global HEED) January 2009 - Present
Deutsche Bank June 2014 - July 2015
Deutsche Bank July 2013 - September 2013
Truepoint Wealth Counsel August 2011 - September 2012
Truepoint Wealth Counsel March 2008 - August 2011
JPMorgan Chase July 2006 - February 2008
Skills
Investment Strategies, Strategic Financial..., Portfolio Management, Retirement Planning, Financial Analysis, Financial Modeling, Finance, Wealth Management, Investment Management, Mutual Funds, Investment Banking, Asset Allocation, Investments, Financial Advisory, Financial Planning
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Accounting, Economics, Entrepreneurship
The Ohio State University - The Max M. Fisher College of Business 2002 — 2006
Bachelor of Science in Business Administration, Finance
Indian Hill High School 1998 — 2002
Wells Fargo Securities August 2015 - Present
Global Health, Education, and Economic Development (Global HEED) January 2009 - Present
Deutsche Bank June 2014 - July 2015
Deutsche Bank July 2013 - September 2013
Truepoint Wealth Counsel August 2011 - September 2012
Truepoint Wealth Counsel March 2008 - August 2011
JPMorgan Chase July 2006 - February 2008
Skills
Investment Strategies, Strategic Financial..., Portfolio Management, Retirement Planning, Financial Analysis, Financial Modeling, Finance, Wealth Management, Investment Management, Mutual Funds, Investment Banking, Asset Allocation, Investments, Financial Advisory, Financial Planning
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Accounting, Economics, Entrepreneurship
The Ohio State University - The Max M. Fisher College of Business 2002 — 2006
Bachelor of Science in Business Administration, Finance
Indian Hill High School 1998 — 2002
Harry Smith, CFP Harry Smith, CFP's Wells Fargo Securities Experience 1999 - 2001
Job Regional Sales Manager at Capital One
Industry Financial Services
Experience
Capital One November 2008 - Present
James E. Bashaw & Co. 2005 - 2007
WM Financial Services 2001 - 2005
Wells Fargo Securities 1999 - 2001
Banc One Securities Corporation 1997 - 1999
Banc One Securities Corporation 1988 - 1997
Banc One Securities Corporation 1986 - 1988
Banc One Securities Corporation 1982 - 1986
Skills
Series 24, Series 7, Series 65, Series 63, Series 53, Group 1 Life Insurance, Microsoft Office
Education
The University of Texas at Austin
BBA, Finance
University of Houston
University of St. Thomas (TX)
Capital One November 2008 - Present
James E. Bashaw & Co. 2005 - 2007
WM Financial Services 2001 - 2005
Wells Fargo Securities 1999 - 2001
Banc One Securities Corporation 1997 - 1999
Banc One Securities Corporation 1988 - 1997
Banc One Securities Corporation 1986 - 1988
Banc One Securities Corporation 1982 - 1986
Skills
Series 24, Series 7, Series 65, Series 63, Series 53, Group 1 Life Insurance, Microsoft Office
Education
The University of Texas at Austin
BBA, Finance
University of Houston
University of St. Thomas (TX)
Jonathon Fradin Jonathon Fradin's Wells Fargo Securities Experience June 2011 - June 2014
Job Associate at Allstate Investments
Industry Venture Capital & Private Equity
Experience
Allstate Investments July 2014 - Present
Wells Fargo Securities June 2011 - June 2014
Education
The London School of Economics and Political Science (LSE) 2009 — 2009
Financial Analysis
University of San Francisco 2005 — 2009
B.S., Finance
Allstate Investments July 2014 - Present
Wells Fargo Securities June 2011 - June 2014
Education
The London School of Economics and Political Science (LSE) 2009 — 2009
Financial Analysis
University of San Francisco 2005 — 2009
B.S., Finance
William Donnan William Donnan's Wells Fargo Securities Experience July 2014 - June 2015
Job Associate at ArcLight Capital Partners, LLC
Industry Venture Capital & Private Equity
Experience
ArcLight Capital Partners, LLC June 2015 - Present
Wells Fargo Securities July 2014 - June 2015
Wells Fargo Securities June 2013 - August 2013
Deloitte June 2012 - August 2012
Skills
Portfolio Management, Finance, Due Diligence, Microsoft Excel, PowerPoint, Investment Banking, Research
Education
The University of Texas at Austin 2013 — 2014
Master's Degree, Accounting
Trinity University 2009 — 2013
Bachelor's Degree, Accounting and Finance, Spanish
ArcLight Capital Partners, LLC June 2015 - Present
Wells Fargo Securities July 2014 - June 2015
Wells Fargo Securities June 2013 - August 2013
Deloitte June 2012 - August 2012
Skills
Portfolio Management, Finance, Due Diligence, Microsoft Excel, PowerPoint, Investment Banking, Research
Education
The University of Texas at Austin 2013 — 2014
Master's Degree, Accounting
Trinity University 2009 — 2013
Bachelor's Degree, Accounting and Finance, Spanish
Megan McCaddon's Wells Fargo Securities Experience July 2014 - Present
Job Securitization Associate at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities July 2014 - Present
Wells Fargo Securities October 2010 - July 2014
Credit Suisse June 2008 - August 2008
Education
The University of Kansas 2005 — 2009
B.S., Finance
Wells Fargo Securities July 2014 - Present
Wells Fargo Securities October 2010 - July 2014
Credit Suisse June 2008 - August 2008
Education
The University of Kansas 2005 — 2009
B.S., Finance
Philip Dillon Philip Dillon's Wells Fargo Securities Experience November 2014 - Present
Job Investment Banking Associate at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities November 2014 - Present
Towers Watson August 2003 - October 2014
St Bernard Assure Limited June 2013 - August 2013
Skills
Actuarial Science, Defined Benefit, Employee Benefits, Pension Administration, Pensions
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2012 — 2014
Master of Business Administration (M.B.A.), Finance & General Management (Honors)
University of the West Indies, Mona Campus 2000 — 2003
Bachelor's Degree, Actuarial Science (First Class Honours)
Campion College 1992 — 1999
Wells Fargo Securities November 2014 - Present
Towers Watson August 2003 - October 2014
St Bernard Assure Limited June 2013 - August 2013
Skills
Actuarial Science, Defined Benefit, Employee Benefits, Pension Administration, Pensions
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2012 — 2014
Master of Business Administration (M.B.A.), Finance & General Management (Honors)
University of the West Indies, Mona Campus 2000 — 2003
Bachelor's Degree, Actuarial Science (First Class Honours)
Campion College 1992 — 1999
Michael Coleman Michael Coleman's Wells Fargo Securities Experience May 2014 - Present
Job Energy & Power Investment Banking Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities May 2014 - Present
Wells Fargo Securities June 2013 - August 2013
Skills
Investment Banking, Capital IQ, PowerPoint, Bloomberg, Microsoft Word, Financial Modeling, Microsoft Excel, Bloomberg Terminal, ArcMap, ArcGIS, Utility Industry, MLP, Microsoft Office
Education
Yale University 2010 — 2014
Bachelor of Arts (B.A.), Economics
London School of Economics and Political Science 2012 — 2012
Statistics of Economics and Econometrics
The Lawrenceville School 2006 — 2010
Wells Fargo Securities May 2014 - Present
Wells Fargo Securities June 2013 - August 2013
Skills
Investment Banking, Capital IQ, PowerPoint, Bloomberg, Microsoft Word, Financial Modeling, Microsoft Excel, Bloomberg Terminal, ArcMap, ArcGIS, Utility Industry, MLP, Microsoft Office
Education
Yale University 2010 — 2014
Bachelor of Arts (B.A.), Economics
London School of Economics and Political Science 2012 — 2012
Statistics of Economics and Econometrics
The Lawrenceville School 2006 — 2010
Peter Partee'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
Protiviti June 2013 - August 2013
Education
Washington and Lee University 2010 — 2014
Bachelor of Arts (BA), Economics & Politics
London School of Economics and Political Science 2012 — 2012
St. Christopher's School 1998 — 2010
Wells Fargo Securities June 2014 - Present
Protiviti June 2013 - August 2013
Education
Washington and Lee University 2010 — 2014
Bachelor of Arts (BA), Economics & Politics
London School of Economics and Political Science 2012 — 2012
St. Christopher's School 1998 — 2010
Greg Suk Greg Suk's Wells Fargo Securities Experience February 2013 - May 2014
Job Consultant at Red Pill Analytics
Industry Information Technology and Services
Experience
Red Pill Analytics May 2015 - Present
Wells Fargo June 2014 - May 2015
Wells Fargo Securities February 2013 - May 2014
Wells Fargo Home Mortgage July 2012 - February 2013
Montana World Trade Center February 2012 - May 2012
Goodrich Sensor Systems June 2011 - August 2011
SkyWest Airlines June 2006 - August 2010
Skills
Analysis, Accounting, Access, Microsoft Excel, Internal Controls, Mortgage Banking, VBA, Finance, International Trade, Market Research, Aerospace, Consultancy, Operational Risk, Equities, Derivatives Trading, Fixed Income, Consulting
Education
The University of Montana - School of Business Administration
Bachelor of Science (BS), Mangagement and International Business
University of Minnesota - Carlson School of Management 2010 — 2011
Management
Red Pill Analytics May 2015 - Present
Wells Fargo June 2014 - May 2015
Wells Fargo Securities February 2013 - May 2014
Wells Fargo Home Mortgage July 2012 - February 2013
Montana World Trade Center February 2012 - May 2012
Goodrich Sensor Systems June 2011 - August 2011
SkyWest Airlines June 2006 - August 2010
Skills
Analysis, Accounting, Access, Microsoft Excel, Internal Controls, Mortgage Banking, VBA, Finance, International Trade, Market Research, Aerospace, Consultancy, Operational Risk, Equities, Derivatives Trading, Fixed Income, Consulting
Education
The University of Montana - School of Business Administration
Bachelor of Science (BS), Mangagement and International Business
University of Minnesota - Carlson School of Management 2010 — 2011
Management
Goran Peric Goran Peric's Wells Fargo Securities Experience October 2009 - April 2014
Job Head of Market Risk Analytics at AIG investments
Industry Investment Banking
Experience
AIG Investments April 2014 - March 2015
Wells Fargo Securities October 2009 - April 2014
Wells Fargo Securities July 2008 - July 2009
CIBC World Markets March 2006 - July 2008
Director March 2005 - February 2006
CIBC World Markets, Market Risk Management July 2004 - February 2005
NUMERIX LLC December 2002 - June 2004
ALGORITHMICS INC April 1999 - December 2002
Skills
Market Risk, Derivatives, Capital Markets, Equities, Financial Modeling, Counterparty Risk, Financial Risk, Credit Risk, Valuation, Fixed Income, Monte Carlo Simulation, Commodity, Hedging, Investment Banking, Quantitative Finance, Trading
Education
The Ohio State University 1987 — 1991
Ph.D, Mathematics
University of Zagreb 1981 — 1985
B. Sc, Mathematics
AIG Investments April 2014 - March 2015
Wells Fargo Securities October 2009 - April 2014
Wells Fargo Securities July 2008 - July 2009
CIBC World Markets March 2006 - July 2008
Director March 2005 - February 2006
CIBC World Markets, Market Risk Management July 2004 - February 2005
NUMERIX LLC December 2002 - June 2004
ALGORITHMICS INC April 1999 - December 2002
Skills
Market Risk, Derivatives, Capital Markets, Equities, Financial Modeling, Counterparty Risk, Financial Risk, Credit Risk, Valuation, Fixed Income, Monte Carlo Simulation, Commodity, Hedging, Investment Banking, Quantitative Finance, Trading
Education
The Ohio State University 1987 — 1991
Ph.D, Mathematics
University of Zagreb 1981 — 1985
B. Sc, Mathematics
Ross Lairson Ross Lairson's Wells Fargo Securities Experience June 2014 - August 2014
Job Natural Resources Associate
Industry Investment Banking
Experience
Barclays Investment Bank July 2015 - Present
Wells Fargo Securities June 2014 - August 2014
NIA Consulting, a division of Interthinx August 2010 - July 2013
Dell February 2010 - August 2010
Dell September 2009 - February 2010
Dell June 2007 - August 2009
Skills
Sales, Salesforce.com, Account Management, Project Management, Business Development, Negotiation, Start-ups, Customer Service, Research, Direct Sales, Process Improvement, Financial Analysis, Microsoft Excel, SaaS, Team Building, Budgets, Market Research, Cross-functional Team..., Public Relations, Business Intelligence, Competitive Analysis, Team Leadership, Sales Process, Microsoft Office, Customer Satisfaction, Lead Generation, Solution Selling, Risk Management, Program Management, Financial Modeling, Enterprise Software, Business Analysis, Strategic Planning, Marketing, Business Strategy, Management, Networking, Operations Management, Social Networking, Sales Management, Social Media, CRM, Analysis, Cloud Computing, Contract Negotiation, Public Speaking, Strategy, Marketing Strategy, New Business Development, Banking
Education
The University of Texas at Austin - Red McCombs School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance, General
The University of Texas at Austin 2002 — 2006
Economics, Business Foundations
Barclays Investment Bank July 2015 - Present
Wells Fargo Securities June 2014 - August 2014
NIA Consulting, a division of Interthinx August 2010 - July 2013
Dell February 2010 - August 2010
Dell September 2009 - February 2010
Dell June 2007 - August 2009
Skills
Sales, Salesforce.com, Account Management, Project Management, Business Development, Negotiation, Start-ups, Customer Service, Research, Direct Sales, Process Improvement, Financial Analysis, Microsoft Excel, SaaS, Team Building, Budgets, Market Research, Cross-functional Team..., Public Relations, Business Intelligence, Competitive Analysis, Team Leadership, Sales Process, Microsoft Office, Customer Satisfaction, Lead Generation, Solution Selling, Risk Management, Program Management, Financial Modeling, Enterprise Software, Business Analysis, Strategic Planning, Marketing, Business Strategy, Management, Networking, Operations Management, Social Networking, Sales Management, Social Media, CRM, Analysis, Cloud Computing, Contract Negotiation, Public Speaking, Strategy, Marketing Strategy, New Business Development, Banking
Education
The University of Texas at Austin - Red McCombs School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance, General
The University of Texas at Austin 2002 — 2006
Economics, Business Foundations
Adam Kogler Adam Kogler's Wells Fargo Securities Experience June 2011 - Present
Job Investment Associate at Teacher Retirement System of Texas
Industry Investment Management
Experience
Teacher Retirement System of Texas September 2014 - Present
Wells Fargo Securities June 2011 - Present
Skills
Series 7, Series 63, Financial Modeling, Investment Banking, Financial Analysis, Fixed Income, Capital Markets, Bonds, Securities, Debt Capital Markets, 2014 Level III CFA..., Series 79, Public Finance
Education
University of Florida 2010 — 2011
Master of Science (MS), Finance
Texas Tech University 2006 — 2010
Bachelor of Business Administration (BBA), Finance
Pflugerville High
Teacher Retirement System of Texas September 2014 - Present
Wells Fargo Securities June 2011 - Present
Skills
Series 7, Series 63, Financial Modeling, Investment Banking, Financial Analysis, Fixed Income, Capital Markets, Bonds, Securities, Debt Capital Markets, 2014 Level III CFA..., Series 79, Public Finance
Education
University of Florida 2010 — 2011
Master of Science (MS), Finance
Texas Tech University 2006 — 2010
Bachelor of Business Administration (BBA), Finance
Pflugerville High
Jordan Tavarez's Wells Fargo Securities Experience March 2014 - March 2014
Job Summer Intern at Zacks Investment Research
Industry Capital Markets
Experience
Zacks Investment Research June 2015 - Present
Piper Jaffray July 2015 - July 2015
Morgan Stanley July 2014 - July 2014
Wells Fargo Securities March 2014 - March 2014
Goldman Sachs November 2013 - November 2013
Spectrum Solutions Company June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Teamwork, Microsoft Word, Event Planning, Leadership, PowerPoint, Trading, Financial Analysis, Bloomberg Terminal, Time Management
Education
The University of Texas at Austin 2013 — 2016
Bachelor of Business Administration (BBA), Finance
The University of Texas at El Paso 2012 — 2013
Zacks Investment Research June 2015 - Present
Piper Jaffray July 2015 - July 2015
Morgan Stanley July 2014 - July 2014
Wells Fargo Securities March 2014 - March 2014
Goldman Sachs November 2013 - November 2013
Spectrum Solutions Company June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Teamwork, Microsoft Word, Event Planning, Leadership, PowerPoint, Trading, Financial Analysis, Bloomberg Terminal, Time Management
Education
The University of Texas at Austin 2013 — 2016
Bachelor of Business Administration (BBA), Finance
The University of Texas at El Paso 2012 — 2013
Darya Zakharova's Wells Fargo Securities Experience June 2012 - August 2012
Job Business Development Associate at ApplePie Capital
Industry Financial Services
Experience
ApplePie Capital July 2015 - Present
Citi June 2013 - July 2015
Wells Fargo Securities June 2012 - August 2012
Access Fund Management May 2011 - September 2011
University of Southern California January 2010 - May 2010
Committee on Jobs 2010 - 2010
Law Offices of Anthony P. David May 2007 - May 2009
Skills
Economics, Microsoft Excel, Corporate Finance, Bloomberg, Financial Analysis, Data Analysis, Mutual Funds, Derivatives, Alternative Investments, Investments, Private Equity, Valuation, Fixed Income
Education
London School of Economics and Political Science 2011 — 2012
University of Southern California 2009 — 2013
Economics, Political Science
Lowell High
ApplePie Capital July 2015 - Present
Citi June 2013 - July 2015
Wells Fargo Securities June 2012 - August 2012
Access Fund Management May 2011 - September 2011
University of Southern California January 2010 - May 2010
Committee on Jobs 2010 - 2010
Law Offices of Anthony P. David May 2007 - May 2009
Skills
Economics, Microsoft Excel, Corporate Finance, Bloomberg, Financial Analysis, Data Analysis, Mutual Funds, Derivatives, Alternative Investments, Investments, Private Equity, Valuation, Fixed Income
Education
London School of Economics and Political Science 2011 — 2012
University of Southern California 2009 — 2013
Economics, Political Science
Lowell High
Nicholas Falco Nicholas Falco's Wells Fargo Securities Experience June 2015 - Present
Job COO Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2015 - Present
Balyasny Asset Management L.P. June 2014 - August 2014
Nido Student Living July 2013 - August 2013
Penn Mutual June 2012 - August 2012
Skills
Finance, Recruiting, Analysis, Marketing, Investments, Accounts Receivable, Teamwork, Financial Analysis, Financial Modeling, Microsoft Excel, Accounting, Corporate Finance, Financial Accounting, Financial Reporting, Economics, Valuation, Data Analysis
Education
Villanova University 2011 — 2015
Bachelor of Science (BS), Accounting and Finance
London School of Economics and Political Science 2013 — 2013
Chaminade High School
Wells Fargo Securities June 2015 - Present
Balyasny Asset Management L.P. June 2014 - August 2014
Nido Student Living July 2013 - August 2013
Penn Mutual June 2012 - August 2012
Skills
Finance, Recruiting, Analysis, Marketing, Investments, Accounts Receivable, Teamwork, Financial Analysis, Financial Modeling, Microsoft Excel, Accounting, Corporate Finance, Financial Accounting, Financial Reporting, Economics, Valuation, Data Analysis
Education
Villanova University 2011 — 2015
Bachelor of Science (BS), Accounting and Finance
London School of Economics and Political Science 2013 — 2013
Chaminade High School
Dan Nash's Wells Fargo Securities Experience June 2014 - Present
Job Director Investment Banking at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2014 - Present
Bank of America Merrill Lynch March 2009 - June 2014
Banc of America Securities July 2006 - March 2009
Riverstone Networks November 2000 - June 2004
Intel Corp July 1999 - November 2000
Skills
Valuation, Corporate Finance, Real Estate Investment, Private Equity, Strategic Planning, Game Theory, Consumer Internet, Social Networking, eCommerce, Investment Banking, Mergers & Acquisitions, Internet & Digital Media, IPOs & Equities, Analysis, Investment Properties, Investments, Strategic Financial..., Financial Modeling, E-commerce
Education
University of California, Berkeley - Walter A. Haas School of Business 2004 — 2006
MBA
University of Pennsylvania 1995 — 1999
BA, Economics and Mathematics
The London School of Economics and Political Science (LSE) 1997 — 1998
General Course, Mathematics
Pinewood High School 1991 — 1995
Wells Fargo Securities June 2014 - Present
Bank of America Merrill Lynch March 2009 - June 2014
Banc of America Securities July 2006 - March 2009
Riverstone Networks November 2000 - June 2004
Intel Corp July 1999 - November 2000
Skills
Valuation, Corporate Finance, Real Estate Investment, Private Equity, Strategic Planning, Game Theory, Consumer Internet, Social Networking, eCommerce, Investment Banking, Mergers & Acquisitions, Internet & Digital Media, IPOs & Equities, Analysis, Investment Properties, Investments, Strategic Financial..., Financial Modeling, E-commerce
Education
University of California, Berkeley - Walter A. Haas School of Business 2004 — 2006
MBA
University of Pennsylvania 1995 — 1999
BA, Economics and Mathematics
The London School of Economics and Political Science (LSE) 1997 — 1998
General Course, Mathematics
Pinewood High School 1991 — 1995
Jared Shaw's Wells Fargo Securities Experience April 2014 - Present
Job Managing Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities April 2014 - Present
Piper Jaffray April 2013 - April 2014
Keefe, Bruyette & Woods July 2010 - February 2013
People's United Bank March 2008 - July 2010
Keefe, Bruyette & Woods November 2001 - March 2008
Friedman, Billings, Ramsey & Co., Inc. October 1995 - November 2001
New Hampshire Marine Patrol February 1992 - October 1995
Skills
Investment Banking, Mergers & Acquisitions, Portfolio Management, Equity Research, Capital Markets, Equities, Investments, Hedge Funds, Due Diligence, Valuation, Financial Analysis, Asset Management, Securities, Investor Relations, Bloomberg, Banking, Financial Services, Bonds, Private Equity, Trading, Finance, Alternative Investments, Financial Modeling, Strategy, Fixed Income, Corporate Finance, Financial Institutions, Analysis, Financial Markets, Equity Valuation
Education
The George Washington University 1992 — 1996
BA, International Affairs
St. Paul's School 1988 — 1992
Toin Gakuen, Yokohama, Japan 1990 — 1990
Summer Exchange Program
Wells Fargo Securities April 2014 - Present
Piper Jaffray April 2013 - April 2014
Keefe, Bruyette & Woods July 2010 - February 2013
People's United Bank March 2008 - July 2010
Keefe, Bruyette & Woods November 2001 - March 2008
Friedman, Billings, Ramsey & Co., Inc. October 1995 - November 2001
New Hampshire Marine Patrol February 1992 - October 1995
Skills
Investment Banking, Mergers & Acquisitions, Portfolio Management, Equity Research, Capital Markets, Equities, Investments, Hedge Funds, Due Diligence, Valuation, Financial Analysis, Asset Management, Securities, Investor Relations, Bloomberg, Banking, Financial Services, Bonds, Private Equity, Trading, Finance, Alternative Investments, Financial Modeling, Strategy, Fixed Income, Corporate Finance, Financial Institutions, Analysis, Financial Markets, Equity Valuation
Education
The George Washington University 1992 — 1996
BA, International Affairs
St. Paul's School 1988 — 1992
Toin Gakuen, Yokohama, Japan 1990 — 1990
Summer Exchange Program
Kristine Netjes's Wells Fargo Securities Experience September 2007 - October 2008
Job Senior Vice President at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, National Association October 2008 - Present
Wells Fargo Securities September 2007 - October 2008
Wells Fargo Media, Communications & Information Finance August 1999 - August 2007
Wells Fargo Business Credit, Inc. May 1996 - August 1999
Wells Fargo Bank, National Association May 1991 - May 1996
Skills
Workout, Portfolio Management, Banking, Leveraged Finance, Origination, Credit, Mergers & Acquisitions, Corporate Finance, Loan Origination, Credit Analysis, Loans, Investment Banking, Commercial Banking, Treasury Management, Private Equity, Capital Markets, Due Diligence, Valuation, Restructuring, Investments, Financial Services, Financial Modeling, Underwriting, Commercial Lending
Education
The University of South Dakota 1982 — 1986
BS, Elementary Education
Wells Fargo Bank, National Association October 2008 - Present
Wells Fargo Securities September 2007 - October 2008
Wells Fargo Media, Communications & Information Finance August 1999 - August 2007
Wells Fargo Business Credit, Inc. May 1996 - August 1999
Wells Fargo Bank, National Association May 1991 - May 1996
Skills
Workout, Portfolio Management, Banking, Leveraged Finance, Origination, Credit, Mergers & Acquisitions, Corporate Finance, Loan Origination, Credit Analysis, Loans, Investment Banking, Commercial Banking, Treasury Management, Private Equity, Capital Markets, Due Diligence, Valuation, Restructuring, Investments, Financial Services, Financial Modeling, Underwriting, Commercial Lending
Education
The University of South Dakota 1982 — 1986
BS, Elementary Education
Daniel Bellehsen, CFA's Wells Fargo Securities Experience 2011 - 2012
Job Senior Portfolio Analyst, Small Cap Value at Columbia Threadneedle Investments, US
Industry Investment Management
Experience
Trust Company of the West 2013 - 2015
PIMCO 2012 - 2013
Wells Fargo Securities 2011 - 2012
Bridge Investors 2010 - 2011
Lehman Brothers May 2007 - September 2007
Education
The George Washington University 2004 — 2008
BBA, Business Economics
The George Washington University - School of Business 2004 — 2008
Solomon Schechter
Trust Company of the West 2013 - 2015
PIMCO 2012 - 2013
Wells Fargo Securities 2011 - 2012
Bridge Investors 2010 - 2011
Lehman Brothers May 2007 - September 2007
Education
The George Washington University 2004 — 2008
BBA, Business Economics
The George Washington University - School of Business 2004 — 2008
Solomon Schechter
Nick Abbott's Wells Fargo Securities Experience September 2015 - Present
Job Director at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities September 2015 - Present
BMO Capital Markets August 2011 - Present
Baclays Capital September 2008 - November 2011
Lehman Brothers September 2002 - September 2008
Amgen/Immunex 1993 - 2003
Immunex 1993 - 2002
British Biotechnology 1986 - 1993
Skills
Business Strategy, Biotechnology, Pharmaceutical Industry, Due Diligence, Business Intelligence, Mergers & Acquisitions, Data Analysis, Lifesciences, Project Management, Cross-functional Team..., Strategic Planning, Valuation, Equities, Business Development, Market Research, Financial Modeling, Corporate Development, Emerging Markets, Strategy, Data Management
Education
University of Aberdeen 1983 — 1986
PhD, Microbiology
The University of Salford 1980 — 1983
BSc, Botany, Zoology
Wells Fargo Securities September 2015 - Present
BMO Capital Markets August 2011 - Present
Baclays Capital September 2008 - November 2011
Lehman Brothers September 2002 - September 2008
Amgen/Immunex 1993 - 2003
Immunex 1993 - 2002
British Biotechnology 1986 - 1993
Skills
Business Strategy, Biotechnology, Pharmaceutical Industry, Due Diligence, Business Intelligence, Mergers & Acquisitions, Data Analysis, Lifesciences, Project Management, Cross-functional Team..., Strategic Planning, Valuation, Equities, Business Development, Market Research, Financial Modeling, Corporate Development, Emerging Markets, Strategy, Data Management
Education
University of Aberdeen 1983 — 1986
PhD, Microbiology
The University of Salford 1980 — 1983
BSc, Botany, Zoology
Chad Rosamond's Wells Fargo Securities Experience January 2012 - Present
Job VP Market Risk Reporting at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities January 2012 - Present
Arrowhawk Capital Partners August 2008 - January 2012
University of Utah August 2008 - July 2009
Utah Retirement Systems June 2006 - June 2008
Skills
Market Risk, Hedge Funds, Financial Risk, Asset Managment, Bloomberg, Derivatives, Equities, Financial Modeling, Fixed Income, Risk Management, Alternative Investments, Asset Management, Portfolio Management
Education
University of Utah - David Eccles School of Business 2006 — 2008
MStat, Statistics
University of Utah 2004 — 2006
BS, Mathematics/Statistics
The University of Georgia 1998 — 2000
Wells Fargo Securities January 2012 - Present
Arrowhawk Capital Partners August 2008 - January 2012
University of Utah August 2008 - July 2009
Utah Retirement Systems June 2006 - June 2008
Skills
Market Risk, Hedge Funds, Financial Risk, Asset Managment, Bloomberg, Derivatives, Equities, Financial Modeling, Fixed Income, Risk Management, Alternative Investments, Asset Management, Portfolio Management
Education
University of Utah - David Eccles School of Business 2006 — 2008
MStat, Statistics
University of Utah 2004 — 2006
BS, Mathematics/Statistics
The University of Georgia 1998 — 2000
Lynn Timberlake's Wells Fargo Securities Experience August 2014 - Present
Job Change Management Coordinator at Wells Fargo Securities
Industry Information Technology and Services
Experience
Wells Fargo Securities August 2014 - Present
Nationwide Insurance October 2013 - May 2014
Huntington National Bank April 2013 - October 2013
American Electric Power January 2010 - June 2012
American Electric Power March 2003 - June 2012
Franklin Computer Services Group January 1992 - March 2003
American Electric Power 1992 - 2003
AEP January 1997 - January 1998
M/I Homes 1992 - 1993
Sarcom 1989 - 1992
Skills
ITIL v3 Foundations..., Agile Methodologies, ', Microsoft Office 2007, Process Improvement, Requirements Analysis, Change Management, SharePoint, Visio, MS Project, Software Documentation, ITIL, Project Management, Business Process..., IT Strategy, Incident Management, Troubleshooting, IT Service Management, Leadership, Management, Networking, Requirements Gathering, BMC Remedy, Operating Systems, Information Technology, Training
Education
The Ohio State University 1982 — 1986
Bachelor of Science (B.S.), Education
Wells Fargo Securities August 2014 - Present
Nationwide Insurance October 2013 - May 2014
Huntington National Bank April 2013 - October 2013
American Electric Power January 2010 - June 2012
American Electric Power March 2003 - June 2012
Franklin Computer Services Group January 1992 - March 2003
American Electric Power 1992 - 2003
AEP January 1997 - January 1998
M/I Homes 1992 - 1993
Sarcom 1989 - 1992
Skills
ITIL v3 Foundations..., Agile Methodologies, ', Microsoft Office 2007, Process Improvement, Requirements Analysis, Change Management, SharePoint, Visio, MS Project, Software Documentation, ITIL, Project Management, Business Process..., IT Strategy, Incident Management, Troubleshooting, IT Service Management, Leadership, Management, Networking, Requirements Gathering, BMC Remedy, Operating Systems, Information Technology, Training
Education
The Ohio State University 1982 — 1986
Bachelor of Science (B.S.), Education
Brianna Beveridge's Wells Fargo Securities Experience June 2009 - Present
Job Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2009 - Present
Wachovia June 2006 - June 2009
Wachovia June 2003 - June 2006
Skills
Structured Finance, Capital Markets, Fixed Income, Securities, Financial Structuring
Education
The University of Texas at Austin 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General
Wells Fargo Securities June 2009 - Present
Wachovia June 2006 - June 2009
Wachovia June 2003 - June 2006
Skills
Structured Finance, Capital Markets, Fixed Income, Securities, Financial Structuring
Education
The University of Texas at Austin 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General
Brooke Burlingame's Wells Fargo Securities Experience May 2013 - Present
Job High Yield Research Associate Analyst at Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo Securities May 2013 - Present
Skills
High Yield Research, Investment Banking, Corporate Finance, Company Valuation, Financial Modeling, Cash Flow Forecasting, Due Diligence, Industry Research, Financial Risk, Finance, Financial Analysis, Mergers & Acquisitions, Credit, Capital Markets, Fixed Income, High Yield Bonds, Building Materials, Homebuilding, Aerospace & Defense, Industrial Goods
Education
The University of Georgia 2004 — 2008
BBA
Louise S. McGehee School 1990 — 2004
Wells Fargo Securities May 2013 - Present
Skills
High Yield Research, Investment Banking, Corporate Finance, Company Valuation, Financial Modeling, Cash Flow Forecasting, Due Diligence, Industry Research, Financial Risk, Finance, Financial Analysis, Mergers & Acquisitions, Credit, Capital Markets, Fixed Income, High Yield Bonds, Building Materials, Homebuilding, Aerospace & Defense, Industrial Goods
Education
The University of Georgia 2004 — 2008
BBA
Louise S. McGehee School 1990 — 2004
Nancy Andes's Wells Fargo Securities Experience February 2011 - Present
Job Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities February 2011 - Present
Wachovia Securities, LLC November 2001 - February 2011
Bank One (AKA JPM) March 1999 - September 2001
Skills
Capital Markets, Fixed Income, Financial Analysis, Series 7, Investments, Risk Management, Series 63, Credit, Financial Risk, Corporate Finance, Strategic Planning, Business Strategy, Process Improvement, Business Analysis, Private Equity, Asset Management, Finance, Equities, Banking, Portfolio Management, Investment Banking, Bloomberg, Securities, Trading, Bonds, Valuation, Due Diligence
Education
The Ohio State University - The Max M. Fisher College of Business 1994 — 1998
BSBA
Wells Fargo Securities February 2011 - Present
Wachovia Securities, LLC November 2001 - February 2011
Bank One (AKA JPM) March 1999 - September 2001
Skills
Capital Markets, Fixed Income, Financial Analysis, Series 7, Investments, Risk Management, Series 63, Credit, Financial Risk, Corporate Finance, Strategic Planning, Business Strategy, Process Improvement, Business Analysis, Private Equity, Asset Management, Finance, Equities, Banking, Portfolio Management, Investment Banking, Bloomberg, Securities, Trading, Bonds, Valuation, Due Diligence
Education
The Ohio State University - The Max M. Fisher College of Business 1994 — 1998
BSBA
Robert Berns's Wells Fargo Securities Experience June 2010 - July 2011
Job Associate at American Infrastructure MLP Funds
Industry Investment Management
Experience
American Infrastructure MLP Funds August 2013 - Present
Deutsche Bank August 2011 - August 2013
Wells Fargo Securities June 2010 - July 2011
UBS Wealth Management June 2009 - August 2009
Smith Barney September 2008 - January 2009
Ned Lamont for U.S. Senate June 2006 - September 2006
Skills
Financial Modeling, Mergers & Acquisitions, Bloomberg, Investment Banking, Private Equity, Valuation, Corporate Finance
Education
The George Washington University 2006 — 2010
B.S., Economics
The Lawrenceville School
American Infrastructure MLP Funds August 2013 - Present
Deutsche Bank August 2011 - August 2013
Wells Fargo Securities June 2010 - July 2011
UBS Wealth Management June 2009 - August 2009
Smith Barney September 2008 - January 2009
Ned Lamont for U.S. Senate June 2006 - September 2006
Skills
Financial Modeling, Mergers & Acquisitions, Bloomberg, Investment Banking, Private Equity, Valuation, Corporate Finance
Education
The George Washington University 2006 — 2010
B.S., Economics
The Lawrenceville School
Elizabeth Brotman Daniel's Wells Fargo Securities Experience July 2013 - Present
Job Associate at Wells Fargo Sercurities
Industry Investment Banking
Experience
Wells Fargo Securities July 2013 - Present
The Johns Hopkins University May 2006 - June 2013
Education
University of North Carolina at Chapel Hill
Master of Business Administration (MBA)
The Johns Hopkins University
BA, History of Science, Medicine, and Technology and History of Art
Wells Fargo Securities July 2013 - Present
The Johns Hopkins University May 2006 - June 2013
Education
University of North Carolina at Chapel Hill
Master of Business Administration (MBA)
The Johns Hopkins University
BA, History of Science, Medicine, and Technology and History of Art
Kelly Murdock's Wells Fargo Securities Experience June 1989 - January 2013
Job Director at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets April 2013 - Present
Wells Fargo Securities June 1989 - January 2013
State of Utah Washington, D.C. Office July 1985 - June 1989
Skills
Investment Banking, Bonds, Underwriting, Series 7, Fixed Income, Series 24, Series 63, Debt, Investments, Financial Analysis, Non-profits, Finance, Financial Modeling, Wealth Management, Capital Markets, Asset Managment, Financial Structuring
Education
The George Washington University - School of Business 1983 — 1987
Master of Business Administration (MBA), Business, Economics and Public Policy
RBC Capital Markets April 2013 - Present
Wells Fargo Securities June 1989 - January 2013
State of Utah Washington, D.C. Office July 1985 - June 1989
Skills
Investment Banking, Bonds, Underwriting, Series 7, Fixed Income, Series 24, Series 63, Debt, Investments, Financial Analysis, Non-profits, Finance, Financial Modeling, Wealth Management, Capital Markets, Asset Managment, Financial Structuring
Education
The George Washington University - School of Business 1983 — 1987
Master of Business Administration (MBA), Business, Economics and Public Policy
Alasdair McBarnet's Wells Fargo Securities Experience November 2012 - Present
Job Managing Director at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities November 2012 - Present
BNY Mellon Clearing, LLC May 2011 - November 2012
Marex North America LLC March 2009 - May 2011
Bear Stearns/ JP Morgan April 2005 - March 2009
Deutsche Bank Securities 2000 - 2005
LIFFE 1996 - 2000
Skills
Series 3, Series 30, Back Office, Brokerage, Equity Derivatives, Derivatives, Equities, Trading Systems, Electronic Trading, Compliance, Futures Trading, Derivatives Sales, Business Management, Management, FINRA, Financial Markets, FX Options, Fixed Income, Prime Brokerage, Trading
Education
The London School of Economics and Political Science (LSE) 1991 — 1995
BSc, Economics
Wells Fargo Securities November 2012 - Present
BNY Mellon Clearing, LLC May 2011 - November 2012
Marex North America LLC March 2009 - May 2011
Bear Stearns/ JP Morgan April 2005 - March 2009
Deutsche Bank Securities 2000 - 2005
LIFFE 1996 - 2000
Skills
Series 3, Series 30, Back Office, Brokerage, Equity Derivatives, Derivatives, Equities, Trading Systems, Electronic Trading, Compliance, Futures Trading, Derivatives Sales, Business Management, Management, FINRA, Financial Markets, FX Options, Fixed Income, Prime Brokerage, Trading
Education
The London School of Economics and Political Science (LSE) 1991 — 1995
BSc, Economics
Prasad Krishnan's Wells Fargo Securities Experience August 2012 - Present
Job Associate at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities August 2012 - Present
Wells Fargo Securities September 2011 - July 2012
Citadel Securities November 2010 - September 2011
Elm Tree Partners LLC June 2008 - June 2010
Skills
Investment Banking, Corporate Finance, Bloomberg, Mergers, Valuation, Equities, Financial Modeling, Private Equity, Financial Analysis, Mergers & Acquisitions
Education
The University of Texas at Austin 2002 — 2006
Wells Fargo Securities August 2012 - Present
Wells Fargo Securities September 2011 - July 2012
Citadel Securities November 2010 - September 2011
Elm Tree Partners LLC June 2008 - June 2010
Skills
Investment Banking, Corporate Finance, Bloomberg, Mergers, Valuation, Equities, Financial Modeling, Private Equity, Financial Analysis, Mergers & Acquisitions
Education
The University of Texas at Austin 2002 — 2006
Peggy Brady, CLU, REBC, RHU, ChHC's Wells Fargo Securities Experience July 1994 - August 1997
Job Director, Employee Benefits Department at Eichberg Associates, Inc.
Industry Insurance
Experience
Eichberg Associates, Inc July 1997 - Present
Wells Fargo Securities July 1994 - August 1997
Skills
Employee Benefits, Benefits, Health Insurance, Dental, Insurance, Disability Insurance, Life Insurance, Homeowners, Human Resources, Long Term Care Insurance, Sales, Workers Compensation, Training, Underwriting, Small Business, Management, Claim, Term Life Insurance, Long-term Care, Benefits Administration
Education
The American College 1998 — 2011
CLU, REBC, RHU, ChHC, Insurance, Financial Planning, Risk Management
Eichberg Associates, Inc July 1997 - Present
Wells Fargo Securities July 1994 - August 1997
Skills
Employee Benefits, Benefits, Health Insurance, Dental, Insurance, Disability Insurance, Life Insurance, Homeowners, Human Resources, Long Term Care Insurance, Sales, Workers Compensation, Training, Underwriting, Small Business, Management, Claim, Term Life Insurance, Long-term Care, Benefits Administration
Education
The American College 1998 — 2011
CLU, REBC, RHU, ChHC, Insurance, Financial Planning, Risk Management
Son-Mi Lee's Wells Fargo Securities Experience 2010 - October 2013
Job Director, Regulatory Inquiries & Compliance Advisory for New Business Initiatives & Special Projects
Industry Investment Banking
Experience
Guggenheim Securities October 2013 - Present
Wells Fargo Securities 2010 - October 2013
Societe Generale 2007 - 2008
UBS 2002 - 2007
FINRA - Market Regulation 2000 - 2002
FINRA - Dispute Resolution 1997 - 2000
Skills
Securities, Equity Capital Markets, Equities, Capital Markets, Derivatives
Education
University of Virginia 1988 — 1992
Bachelor of Arts (B.A.), Government & Religion
The Catholic University of America, Columbus School of Law
Doctor of Law (JD)
Guggenheim Securities October 2013 - Present
Wells Fargo Securities 2010 - October 2013
Societe Generale 2007 - 2008
UBS 2002 - 2007
FINRA - Market Regulation 2000 - 2002
FINRA - Dispute Resolution 1997 - 2000
Skills
Securities, Equity Capital Markets, Equities, Capital Markets, Derivatives
Education
University of Virginia 1988 — 1992
Bachelor of Arts (B.A.), Government & Religion
The Catholic University of America, Columbus School of Law
Doctor of Law (JD)
Jennifer Fetzer's Wells Fargo Securities Experience January 2003 - April 2012
Job Marketing Director, Client Service & New Strategies at Security Capital Research & Management Inc.
Industry Financial Services
Experience
Security Capital Research & Management Inc. May 2013 - Present
Wells Fargo Securities January 2003 - April 2012
HSBC Securities May 2001 - December 2002
Education
The University of Chicago - Booth School of Business 2010 — 2012
Master of Business Administration (MBA) 2012, Strategic Management; Entrepreneurship
University of Notre Dame 1995 — 1999
Bachelor of Science (BS)
Security Capital Research & Management Inc. May 2013 - Present
Wells Fargo Securities January 2003 - April 2012
HSBC Securities May 2001 - December 2002
Education
The University of Chicago - Booth School of Business 2010 — 2012
Master of Business Administration (MBA) 2012, Strategic Management; Entrepreneurship
University of Notre Dame 1995 — 1999
Bachelor of Science (BS)
Bradley Craig's Wells Fargo Securities Experience October 1995 - Present
Job Managing Director at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities October 1995 - Present
Lehman Brothers June 1993 - October 1995
LexisNexis (formerly Mead Data Central) January 1988 - June 1993
Skills
Fixed Income, Credit Derivatives, Interest Rate..., Repos, Structured Products, SDLC, Capital Markets, Trading Systems, Derivatives, Swaps, Unix, Calypso, Trading, Electronic Trading, Sybase, C++, Hedge Funds, Options, Risk Management, Business Analysis, Management
Education
The Ohio State University 1984 — 1987
BS, Computer Science
Uniontown Lake Highschool 1981 — 1984
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Wells Fargo Securities October 1995 - Present
Lehman Brothers June 1993 - October 1995
LexisNexis (formerly Mead Data Central) January 1988 - June 1993
Skills
Fixed Income, Credit Derivatives, Interest Rate..., Repos, Structured Products, SDLC, Capital Markets, Trading Systems, Derivatives, Swaps, Unix, Calypso, Trading, Electronic Trading, Sybase, C++, Hedge Funds, Options, Risk Management, Business Analysis, Management
Education
The Ohio State University 1984 — 1987
BS, Computer Science
Uniontown Lake Highschool 1981 — 1984
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Casey Mitchell's Wells Fargo Securities Experience September 2011 - Present
Job Vice President, Leveraged Finance at Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo Securities September 2011 - Present
Wells Fargo Securities June 2009 - September 2011
Wells Fargo Securities April 2007 - June 2009
Wells Fargo Bank March 2006 - April 2007
Wells Fargo Bank September 2005 - March 2006
Wells Fargo Bank June 2004 - August 2005
Skills
Investment Banking, Finance, Capital Markets, Leveraged Finance, Valuation, Financial Modeling, Financial Analysis
Education
The University of Texas at Austin - Red McCombs School of Business 2002 — 2004
BBA, Finance
Wells Fargo Securities September 2011 - Present
Wells Fargo Securities June 2009 - September 2011
Wells Fargo Securities April 2007 - June 2009
Wells Fargo Bank March 2006 - April 2007
Wells Fargo Bank September 2005 - March 2006
Wells Fargo Bank June 2004 - August 2005
Skills
Investment Banking, Finance, Capital Markets, Leveraged Finance, Valuation, Financial Modeling, Financial Analysis
Education
The University of Texas at Austin - Red McCombs School of Business 2002 — 2004
BBA, Finance
David Cannon's Wells Fargo Securities Experience April 2005 - Present
Job Managing Director, Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities April 2005 - Present
Conway, Del Genio, Gries & Co., LLC 2002 - 2005
JP Morgan Chase 2001 - 2002
Skills
Investment Banking, Valuation, Private Equity, Financial Modeling, Corporate Finance, Mergers, Due Diligence, Equities, Hedge Funds, LBO, Financial Analysis, Capital Markets, Alternative Investments, Corporate Development, Investments, Private Placements
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA, Finance
The London School of Economics and Political Science (LSE) 1997 — 1998
MSc, Political Economy
University of Utah 1993 — 1995
BA, Political Science / International Relations
Wells Fargo Securities April 2005 - Present
Conway, Del Genio, Gries & Co., LLC 2002 - 2005
JP Morgan Chase 2001 - 2002
Skills
Investment Banking, Valuation, Private Equity, Financial Modeling, Corporate Finance, Mergers, Due Diligence, Equities, Hedge Funds, LBO, Financial Analysis, Capital Markets, Alternative Investments, Corporate Development, Investments, Private Placements
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA, Finance
The London School of Economics and Political Science (LSE) 1997 — 1998
MSc, Political Economy
University of Utah 1993 — 1995
BA, Political Science / International Relations
Jason Hurdle's Wells Fargo Securities Experience July 2015 - Present
Job Vice President Fixed Income Sales at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities July 2015 - Present
KGS-Alpha Capital Markets, L.P. June 2012 - July 2015
Raymond James Financial May 2008 - June 2012
FTN Financial February 2004 - May 2008
GMAC-RFC February 2000 - February 2004
First Union National Bank 1998 - 2000
Skills
ABS, MBS, Capital Markets, Bonds, Series 7, CDO, Bloomberg, Portfolio Management, CMBS, Hedge Funds, Securitization, Structured Products, Securities, Asset Managment, Alternative Investments, Series 63, Structured Finance, Trading, Equities, Derivatives
Education
The University of Memphis
Bachelor of Business Administration (B.B.A.), Finance, General
Wells Fargo Securities July 2015 - Present
KGS-Alpha Capital Markets, L.P. June 2012 - July 2015
Raymond James Financial May 2008 - June 2012
FTN Financial February 2004 - May 2008
GMAC-RFC February 2000 - February 2004
First Union National Bank 1998 - 2000
Skills
ABS, MBS, Capital Markets, Bonds, Series 7, CDO, Bloomberg, Portfolio Management, CMBS, Hedge Funds, Securitization, Structured Products, Securities, Asset Managment, Alternative Investments, Series 63, Structured Finance, Trading, Equities, Derivatives
Education
The University of Memphis
Bachelor of Business Administration (B.B.A.), Finance, General
Matthew Botts's Wells Fargo Securities Experience February 2015 - Present
Job Market Risk Officer at Wells Fargo
Industry Investment Banking
Experience
Wells Fargo Securities February 2015 - Present
Wells Fargo Securities November 2010 - February 2015
Skills
Series 7, Series 63, Securities, Fixed Income, Derivatives, Bloomberg, Banking, Bonds, Options, Capital Markets, Investments, FINRA, Investment Banking, Sungard GMI, Agency MBS, Treasury, Interest Rate Swaps, Interest Rate..., Middle Office, Finance, Valuation, Funding, Rates, Asset Allocation, Trading Systems, Equity Derivatives, Financial Services, Swaps
Education
University of North Carolina at Charlotte - Belk College of Business 2012 — 2014
MBA, Applied Investment Management
The Ohio State University 2002 — 2006
BS, Finance and Financial Management Services
Wells Fargo Securities February 2015 - Present
Wells Fargo Securities November 2010 - February 2015
Skills
Series 7, Series 63, Securities, Fixed Income, Derivatives, Bloomberg, Banking, Bonds, Options, Capital Markets, Investments, FINRA, Investment Banking, Sungard GMI, Agency MBS, Treasury, Interest Rate Swaps, Interest Rate..., Middle Office, Finance, Valuation, Funding, Rates, Asset Allocation, Trading Systems, Equity Derivatives, Financial Services, Swaps
Education
University of North Carolina at Charlotte - Belk College of Business 2012 — 2014
MBA, Applied Investment Management
The Ohio State University 2002 — 2006
BS, Finance and Financial Management Services
Jillian Buckingham's Wells Fargo Securities Experience June 2015 - Present
Job Vice President at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2015 - Present
Wells Fargo Securities December 2013 - June 2015
LCH.Clearnet August 2013 - December 2013
LCH.Clearnet August 2012 - August 2013
International Derivatives Clearing Group LLC June 2008 - August 2012
Skills
Interest Rate..., Clearing Houses, Trading Systems, Swaps, Collateral Management, Electronic Trading, Options, Securities, Liquidity Management, Middle Office, Bloomberg, Financial Markets, Dodd-Frank, Money Market, Credit Derivatives, Alternative Investments, Hedge Funds, Fixed Income, Futures, Capital Markets, Derivatives
Education
The University of Connecticut School of Business 2004 — 2008
Bachelor of Science (B.S.), Finance
Wells Fargo Securities June 2015 - Present
Wells Fargo Securities December 2013 - June 2015
LCH.Clearnet August 2013 - December 2013
LCH.Clearnet August 2012 - August 2013
International Derivatives Clearing Group LLC June 2008 - August 2012
Skills
Interest Rate..., Clearing Houses, Trading Systems, Swaps, Collateral Management, Electronic Trading, Options, Securities, Liquidity Management, Middle Office, Bloomberg, Financial Markets, Dodd-Frank, Money Market, Credit Derivatives, Alternative Investments, Hedge Funds, Fixed Income, Futures, Capital Markets, Derivatives
Education
The University of Connecticut School of Business 2004 — 2008
Bachelor of Science (B.S.), Finance
Patrick Malarney's Wells Fargo Securities Experience June 2010 - Present
Job Healthcare Investment Banking
Industry Investment Banking
Experience
Wells Fargo Securities June 2010 - Present
Education
The University of Georgia 1996 — 2001
Bachelor of Business Administration (BBA), Finance & Economics
Wells Fargo Securities June 2010 - Present
Education
The University of Georgia 1996 — 2001
Bachelor of Business Administration (BBA), Finance & Economics
Justin Shen's Wells Fargo Securities Experience June 2013 - December 2014
Job Investment Banking Analyst at Petsky Prunier LLC
Industry Financial Services
Experience
Petsky Prunier LLC January 2015 - Present
Wells Fargo Securities June 2013 - December 2014
MD Global Partners, LLC May 2012 - July 2012
Maihar Capital August 2011 - May 2012
Lobbyit.com February 2011 - August 2011
International Business-Government Counsellors August 2010 - December 2010
Skills
Public Relations, Corporate Management, Research, Excel, PowerPoint, Financial Analysis, Management, Business Development, Investments, Analysis, Investment Banking, Data Analysis, Financial Modeling, Valuation, Microsoft Excel, Corporate Finance, Equities, Mergers & Acquisitions, Bloomberg, Financial Markets, Economics
Education
Duke University Fuqua School of Business 2012 — 2013
Master's, Management Studies, 3.74/4.0 GPA
The Johns Hopkins University 2007 — 2011
B.A., International Studies
Petsky Prunier LLC January 2015 - Present
Wells Fargo Securities June 2013 - December 2014
MD Global Partners, LLC May 2012 - July 2012
Maihar Capital August 2011 - May 2012
Lobbyit.com February 2011 - August 2011
International Business-Government Counsellors August 2010 - December 2010
Skills
Public Relations, Corporate Management, Research, Excel, PowerPoint, Financial Analysis, Management, Business Development, Investments, Analysis, Investment Banking, Data Analysis, Financial Modeling, Valuation, Microsoft Excel, Corporate Finance, Equities, Mergers & Acquisitions, Bloomberg, Financial Markets, Economics
Education
Duke University Fuqua School of Business 2012 — 2013
Master's, Management Studies, 3.74/4.0 GPA
The Johns Hopkins University 2007 — 2011
B.A., International Studies
Jonathan Burley's Wells Fargo Securities Experience January 2012 - November 2014
Job Director, Institutional Client Business at BlackRock
Industry Financial Services
Experience
BlackRock November 2014 - Present
Wells Fargo Securities January 2012 - November 2014
Wells Fargo Securities 2010 - 2012
Rabobank 2007 - 2009
Rabobank 2006 - 2007
Rabobank 2001 - 2006
Merrill Lynch 1998 - 2000
Merrill Lynch 1998 - 2000
Skills
Sales, Sales Management, Business Development, Account Management, Product Development, Product Marketing, Equity Derivatives, Alternative Investments, Bonds, Portfolio Management, Fixed Income, Investment Banking, Rates, Asset Management, Financial Services, Business Planning, Wealth Management, Credit, Capital Markets, Equities, Derivatives, Hedge Funds
Education
The University of British Columbia 1994 — 1998
Bachelor of Arts, Political Science and International Relations, Honors
Marlborough College, Wiltshire, U.K.
Political Science
BlackRock November 2014 - Present
Wells Fargo Securities January 2012 - November 2014
Wells Fargo Securities 2010 - 2012
Rabobank 2007 - 2009
Rabobank 2006 - 2007
Rabobank 2001 - 2006
Merrill Lynch 1998 - 2000
Merrill Lynch 1998 - 2000
Skills
Sales, Sales Management, Business Development, Account Management, Product Development, Product Marketing, Equity Derivatives, Alternative Investments, Bonds, Portfolio Management, Fixed Income, Investment Banking, Rates, Asset Management, Financial Services, Business Planning, Wealth Management, Credit, Capital Markets, Equities, Derivatives, Hedge Funds
Education
The University of British Columbia 1994 — 1998
Bachelor of Arts, Political Science and International Relations, Honors
Marlborough College, Wiltshire, U.K.
Political Science
Barry Lutz's Wells Fargo Securities Experience 2011 - Present
Job Managing Director Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities 2011 - Present
Education
The University of Chicago Booth School of Business
MBA, Finance, Accounting & Entrepreneurship
Wells Fargo Securities 2011 - Present
Education
The University of Chicago Booth School of Business
MBA, Finance, Accounting & Entrepreneurship
Bennett Matkins's Wells Fargo Securities Experience July 2013 - Present
Job Associate at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities July 2013 - Present
Wells Fargo Securities September 2010 - June 2013
Wells Fargo January 2009 - September 2010
Education
Texas Tech University - Rawls College of Business 2004 — 2008
BBA, Finance with Investment Emphasis and Economics
Wells Fargo Securities July 2013 - Present
Wells Fargo Securities September 2010 - June 2013
Wells Fargo January 2009 - September 2010
Education
Texas Tech University - Rawls College of Business 2004 — 2008
BBA, Finance with Investment Emphasis and Economics
James Kipp's Wells Fargo Securities Experience January 2009 - Present
Job Managing Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities January 2009 - Present
Wachovia Securities, LLC March 1993 - January 2009
Education
The University of Texas at Austin 1977 — 1979
MBA, Finance
Wells Fargo Securities January 2009 - Present
Wachovia Securities, LLC March 1993 - January 2009
Education
The University of Texas at Austin 1977 — 1979
MBA, Finance
Chang Fu's Wells Fargo Securities Experience July 2010 - March 2014
Job Marketing at Breezeworks
Industry Marketing and Advertising
Experience
Breezeworks December 2014 - Present
Storm8 March 2014 - November 2014
Wells Fargo Securities July 2010 - March 2014
Xtreme Power May 2009 - August 2009
HBK Capital Management May 2008 - August 2008
Merrill Lynch May 2006 - August 2006
Skills
User Acquisition, Mobile Marketing, Financial Modeling, Advertising, Valuation, Financial Analysis, Derivatives, Corporate Finance, Fixed Income, Accounting, Capital Markets, Venture Capital, Leadership, Finance, Strategy, Business Development
Education
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2010
Master's Degree, Business Honors (Finance concentration), Accounting
The Hong Kong University of Science and Technology 2008 — 2009
Cinco Ranch 2002 — 2006
High School
Breezeworks December 2014 - Present
Storm8 March 2014 - November 2014
Wells Fargo Securities July 2010 - March 2014
Xtreme Power May 2009 - August 2009
HBK Capital Management May 2008 - August 2008
Merrill Lynch May 2006 - August 2006
Skills
User Acquisition, Mobile Marketing, Financial Modeling, Advertising, Valuation, Financial Analysis, Derivatives, Corporate Finance, Fixed Income, Accounting, Capital Markets, Venture Capital, Leadership, Finance, Strategy, Business Development
Education
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2010
Master's Degree, Business Honors (Finance concentration), Accounting
The Hong Kong University of Science and Technology 2008 — 2009
Cinco Ranch 2002 — 2006
High School
Conor Starr's Wells Fargo Securities Experience August 2015 - Present
Job Fixed Income Sales at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities August 2015 - Present
ITG August 2013 - August 2015
ITG May 2012 - August 2012
Skills
Financial Modeling, Trading, Economics, Microsoft Excel, Financial Services, VBA, Financial Analysis, PowerPoint, Equity Trading, Research, Social Media, Data Analysis, Valuation, Investments
Education
Washington and Lee University 2009 — 2013
Bachelor of Science (BS), Business Administration; Philosophy
London School of Economics and Political Science
Analysis and Management of Financial Risk
The Pingry School 2005 — 2009
Wells Fargo Securities August 2015 - Present
ITG August 2013 - August 2015
ITG May 2012 - August 2012
Skills
Financial Modeling, Trading, Economics, Microsoft Excel, Financial Services, VBA, Financial Analysis, PowerPoint, Equity Trading, Research, Social Media, Data Analysis, Valuation, Investments
Education
Washington and Lee University 2009 — 2013
Bachelor of Science (BS), Business Administration; Philosophy
London School of Economics and Political Science
Analysis and Management of Financial Risk
The Pingry School 2005 — 2009
John Paul Mulligan's Wells Fargo Securities Experience May 2013 - Present
Job Vice President of Fixed Income/Institutional Sales at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities May 2013 - Present
Cantor Fitzgerald August 2009 - May 2013
Bank of America/Countrywide October 2005 - August 2009
Skills
Mortgage Banking, Series 63, Asset Management, Securities, Loan Origination, Capital Markets, Financial Structuring, Finance, Trading, Credit, Credit Analysis, Financial Analysis, Electronic Trading, Sales Management, Series 7, Underwriting, Risk Management, ALM, Bonds, Financial Services, Banking, Mortgage Lending, Credit Risk, Investments, Equities, Financial Markets, Sales, Fixed Income, Hedging, Loans, Hedge Funds, Residential Mortgages, Portfolio Management, Strategic Planning, New Business Development, Business Development, Financial Risk, Bloomberg, Options
Education
Texas A&M University-Commerce 1999 — 2004
MBA/BA, Finance/Marketing
Arlington Lamar
Wells Fargo Securities May 2013 - Present
Cantor Fitzgerald August 2009 - May 2013
Bank of America/Countrywide October 2005 - August 2009
Skills
Mortgage Banking, Series 63, Asset Management, Securities, Loan Origination, Capital Markets, Financial Structuring, Finance, Trading, Credit, Credit Analysis, Financial Analysis, Electronic Trading, Sales Management, Series 7, Underwriting, Risk Management, ALM, Bonds, Financial Services, Banking, Mortgage Lending, Credit Risk, Investments, Equities, Financial Markets, Sales, Fixed Income, Hedging, Loans, Hedge Funds, Residential Mortgages, Portfolio Management, Strategic Planning, New Business Development, Business Development, Financial Risk, Bloomberg, Options
Education
Texas A&M University-Commerce 1999 — 2004
MBA/BA, Finance/Marketing
Arlington Lamar
Adil Ahmed's Wells Fargo Securities Experience June 2007 - August 2007
Job Financial Service Professional
Industry Financial Services
Experience
Capgemini July 2013 - Present
Fannie Mae March 2010 - June 2013
Mortgage Bankers Association May 2009 - March 2010
Yunus Centre January 2009 - May 2009
Wells Fargo Securities June 2007 - August 2007
Skills
Business Process..., SDLC, Risk Management, Management Consulting, Secondary Market, Strategic Planning, Financial Services, Fixed Income, Business Analysis, Management, Portfolio Management
Education
The George Washington University
M.S., Finance
University of Maryland College Park
B.A., Economics
Capgemini July 2013 - Present
Fannie Mae March 2010 - June 2013
Mortgage Bankers Association May 2009 - March 2010
Yunus Centre January 2009 - May 2009
Wells Fargo Securities June 2007 - August 2007
Skills
Business Process..., SDLC, Risk Management, Management Consulting, Secondary Market, Strategic Planning, Financial Services, Fixed Income, Business Analysis, Management, Portfolio Management
Education
The George Washington University
M.S., Finance
University of Maryland College Park
B.A., Economics
John Zubak's Wells Fargo Securities Experience August 2011 - July 2014
Job Investment Associate at The CIM Group
Industry Venture Capital & Private Equity
Experience
The CIM Group August 2014 - Present
Wells Fargo Securities August 2011 - July 2014
Citadel Investment Group May 2010 - September 2011
Oppenheimer & Co. June 2008 - May 2010
Skills
Financial Modeling, Investment Banking, Mergers & Acquisitions, Valuation, Capital Markets, Bloomberg, Corporate Finance, Equities, Financial Analysis, Fixed Income, Private Equity, Investments, Hedge Funds, Due Diligence, Portfolio Management, Series 7, Asset Management
Education
The George Washington University - School of Business 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, International Business
The CIM Group August 2014 - Present
Wells Fargo Securities August 2011 - July 2014
Citadel Investment Group May 2010 - September 2011
Oppenheimer & Co. June 2008 - May 2010
Skills
Financial Modeling, Investment Banking, Mergers & Acquisitions, Valuation, Capital Markets, Bloomberg, Corporate Finance, Equities, Financial Analysis, Fixed Income, Private Equity, Investments, Hedge Funds, Due Diligence, Portfolio Management, Series 7, Asset Management
Education
The George Washington University - School of Business 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, International Business
Forrest Goodall's Wells Fargo Securities Experience
Job Student at Texas Christian University M.J. Neeley School of Business
Industry Financial Services
Experience
Wells Fargo Securities
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Financial Modeling, Microsoft Word, Financial Analysis, Due Diligence, Management, Investments, Finance, Sales, Customer Service
Education
Texas Christian University - M.J. Neeley School of Business 2007 — 2011
BBA, Finance
Wells Fargo Securities
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Financial Modeling, Microsoft Word, Financial Analysis, Due Diligence, Management, Investments, Finance, Sales, Customer Service
Education
Texas Christian University - M.J. Neeley School of Business 2007 — 2011
BBA, Finance
Brandon Walker's Wells Fargo Securities Experience July 2012 - May 2014
Job Investment Banking Associate at Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. July 2014 - Present
Wells Fargo Securities July 2012 - May 2014
Wells Fargo Securities June 2011 - August 2011
FI Consulting July 2009 - July 2010
Capital One Financial Corporation February 2008 - July 2009
Education
The University of Chicago - Booth School of Business
Master of Business Administration (M.B.A.)
Princeton University
A.B.
The Hotchkiss School
Oppenheimer & Co. Inc. July 2014 - Present
Wells Fargo Securities July 2012 - May 2014
Wells Fargo Securities June 2011 - August 2011
FI Consulting July 2009 - July 2010
Capital One Financial Corporation February 2008 - July 2009
Education
The University of Chicago - Booth School of Business
Master of Business Administration (M.B.A.)
Princeton University
A.B.
The Hotchkiss School
Justin Power's Wells Fargo Securities Experience January 2010 - March 2011
Job Corporate Strategy & Transactions Analyst at LyondellBasell
Industry Oil & Energy
Experience
LyondellBasell November 2012 - Present
Credit Suisse April 2011 - October 2012
Wells Fargo Securities January 2010 - March 2011
Skills
Financial Modeling, Business Strategy, Valuation, Financial Analysis, Investment Banking
Education
The University of Texas at Austin 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance
LyondellBasell November 2012 - Present
Credit Suisse April 2011 - October 2012
Wells Fargo Securities January 2010 - March 2011
Skills
Financial Modeling, Business Strategy, Valuation, Financial Analysis, Investment Banking
Education
The University of Texas at Austin 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Paul Randelman's Wells Fargo Securities Experience April 2005 - April 2015
Job Fixed Income and Capital Markets Professional
Industry Capital Markets
Experience
None April 2015 - Present
Wells Fargo Securities April 2005 - April 2015
Bank of America April 1995 - April 2005
Credit Suisse February 1992 - April 1995
Skills
Mergers, Corporate Finance, Investments, Portfolio Management, Trading, Due Diligence, Strategic Planning, Asset Managment, Banking, Sales, Bonds, Fixed Income, Bloomberg, Equities, Capital Markets, Sales Management, Mergers & Acquisitions, Asset Management, Derivatives, Series 7
Education
The George Washington University
BA, American Studies
The George Washington University - School of Business
MBA, Finance and Investments
None April 2015 - Present
Wells Fargo Securities April 2005 - April 2015
Bank of America April 1995 - April 2005
Credit Suisse February 1992 - April 1995
Skills
Mergers, Corporate Finance, Investments, Portfolio Management, Trading, Due Diligence, Strategic Planning, Asset Managment, Banking, Sales, Bonds, Fixed Income, Bloomberg, Equities, Capital Markets, Sales Management, Mergers & Acquisitions, Asset Management, Derivatives, Series 7
Education
The George Washington University
BA, American Studies
The George Washington University - School of Business
MBA, Finance and Investments
Jason Taban's Wells Fargo Securities Experience June 2014 - Present
Job Analyst, Middle Market Investment Banking Group at Wells Fargo Securities
Industry Higher Education
Experience
Wells Fargo Securities June 2014 - Present
Project Elysia June 2011 - Present
Wells Fargo Securities May 2013 - August 2013
Siemer & Associates August 2012 - January 2013
Deutsche Bank May 2011 - September 2011
Skills
Financial Modeling, Microsoft Excel, Leadership, Due Diligence, Start-ups, Social Media, Valuation, Microsoft Office, Microsoft Word, Corporate Finance, Entrepreneurship, Business Strategy, Strategy, PowerPoint, Venture Capital, Social Media Marketing, Public Speaking
Education
USC Marshall School of Business 2010 — 2014
BS, Business Administration
The Chinese University of Hong Kong 2013 — 2013
International Finance
Wells Fargo Securities June 2014 - Present
Project Elysia June 2011 - Present
Wells Fargo Securities May 2013 - August 2013
Siemer & Associates August 2012 - January 2013
Deutsche Bank May 2011 - September 2011
Skills
Financial Modeling, Microsoft Excel, Leadership, Due Diligence, Start-ups, Social Media, Valuation, Microsoft Office, Microsoft Word, Corporate Finance, Entrepreneurship, Business Strategy, Strategy, PowerPoint, Venture Capital, Social Media Marketing, Public Speaking
Education
USC Marshall School of Business 2010 — 2014
BS, Business Administration
The Chinese University of Hong Kong 2013 — 2013
International Finance
Justin Sullivan's Wells Fargo Securities Experience June 2013 - June 2015
Job Investment Banking Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2013 - June 2015
Goldman Sachs May 2012 - August 2012
Management Leadership for Tomorrow July 2011 - August 2012
JP Morgan Chase June 2011 - August 2011
Skills
Microsoft Office, Bloomberg, Corporate Finance, Financial Modeling, Financial Markets, Essbase, Mac OS X
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2013
Bachelor of Science in Business Adminstration
Wells Fargo Securities June 2013 - June 2015
Goldman Sachs May 2012 - August 2012
Management Leadership for Tomorrow July 2011 - August 2012
JP Morgan Chase June 2011 - August 2011
Skills
Microsoft Office, Bloomberg, Corporate Finance, Financial Modeling, Financial Markets, Essbase, Mac OS X
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2013
Bachelor of Science in Business Adminstration
Joseph Cicero's Wells Fargo Securities Experience February 2010 - August 2014
Job Executive Director JP Morgan Asset Management
Industry Real Estate
Experience
JP Morgan Asset Management August 2014 - Present
Wells Fargo Securities February 2010 - August 2014
Education
The University of Chicago Booth School of Business
JP Morgan Asset Management August 2014 - Present
Wells Fargo Securities February 2010 - August 2014
Education
The University of Chicago Booth School of Business
Ron Jewsikow's Wells Fargo Securities Experience November 2014 - Present
Job Equity Research Associate at Wells Fargo Securities
Industry Research
Experience
Wells Fargo Securities November 2014 - Present
Wells Fargo Securities June 2012 - November 2014
Wells Fargo March 2012 - June 2012
Skills
Bloomberg, Financial Modeling, Crystal Ball, Excel, Equity Research, Series 7, Series 63, Series 86, Series 87
Education
The Ohio State University 2011 — 2012
Master's degree, Finance
The Ohio State University Fisher College of Business 2011 — 2012
Masters, Finance
The Ohio State University 2008 — 2011
Bachelor of Science (BS), Business Administration, Finance
Wells Fargo Securities November 2014 - Present
Wells Fargo Securities June 2012 - November 2014
Wells Fargo March 2012 - June 2012
Skills
Bloomberg, Financial Modeling, Crystal Ball, Excel, Equity Research, Series 7, Series 63, Series 86, Series 87
Education
The Ohio State University 2011 — 2012
Master's degree, Finance
The Ohio State University Fisher College of Business 2011 — 2012
Masters, Finance
The Ohio State University 2008 — 2011
Bachelor of Science (BS), Business Administration, Finance
James Stouse's Wells Fargo Securities Experience June 2010 - March 2013
Job CMBS Analyst
Industry Commercial Real Estate
Experience
Wells Fargo Securities June 2010 - March 2013
Bank of America January 2009 - May 2010
Bank of America September 2006 - December 2008
Bank of America September 1996 - September 2006
Standard Mortgage Corp. September 1994 - September 1996
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Outlook, Public Speaking, Budgets, Editing, Portfolio Management, Credit Risk, CMBS, Trading, CDO, Mezzanine, Credit, Bonds, Hedging, Asset Management
Education
The University of Texas at Austin 1992 — 1994
Master of Business Administration (MBA), Finance, Real Estate
University of Virginia 1985 — 1988
BA, Ec
Wells Fargo Securities June 2010 - March 2013
Bank of America January 2009 - May 2010
Bank of America September 2006 - December 2008
Bank of America September 1996 - September 2006
Standard Mortgage Corp. September 1994 - September 1996
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Outlook, Public Speaking, Budgets, Editing, Portfolio Management, Credit Risk, CMBS, Trading, CDO, Mezzanine, Credit, Bonds, Hedging, Asset Management
Education
The University of Texas at Austin 1992 — 1994
Master of Business Administration (MBA), Finance, Real Estate
University of Virginia 1985 — 1988
BA, Ec
Bryant Bui's Wells Fargo Securities Experience June 2014 - August 2014
Job
Industry Investment Banking
Experience
Wells Fargo Securities June 2014 - August 2014
Kudu Advisors May 2013 - August 2013
Phillips Student Investment Fund January 2013 - May 2013
Guest & Associates, LLC June 2011 - August 2011
Skills
Bloomberg Terminal, Microsoft Excel, SAS programming, Investment Valuation, Financial Statement..., Trading Strategies, Equity Research, Mathematical Modeling, Data Analysis, Equities, Finance, Financial Modeling, Derivatives, Portfolio Management, Investment Banking, PowerPoint, Valuation
Education
The George Washington University 2011 — 2015
Bachelor of Science (BS), Finance & Statistics
Wells Fargo Securities June 2014 - August 2014
Kudu Advisors May 2013 - August 2013
Phillips Student Investment Fund January 2013 - May 2013
Guest & Associates, LLC June 2011 - August 2011
Skills
Bloomberg Terminal, Microsoft Excel, SAS programming, Investment Valuation, Financial Statement..., Trading Strategies, Equity Research, Mathematical Modeling, Data Analysis, Equities, Finance, Financial Modeling, Derivatives, Portfolio Management, Investment Banking, PowerPoint, Valuation
Education
The George Washington University 2011 — 2015
Bachelor of Science (BS), Finance & Statistics
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial