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
Jeffrey Harding Jeffrey Harding's Wells Fargo Securities Experience April 2012 - Present
Job Finance professional with experience in underwriting, client management, and institutional fixed income
Industry Financial Services
Experience
Wells Fargo Securities April 2012 - Present
Merrill Lynch April 1996 - April 2012
Bank of America April 1995 - April 1996
Bank of America July 1993 - April 1995
Skills
Fixed Income, Finance, Capital Markets, Relationship Management, Investments, Portfolio Management, Asset Management, Loans, Hedge Funds, Series 7, Series 63, Banking
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2015
Master of Business Administration (MBA), 3.5 GPA
University of Alabama 1987 — 1991
BS, Accounting
Wells Fargo Securities April 2012 - Present
Merrill Lynch April 1996 - April 2012
Bank of America April 1995 - April 1996
Bank of America July 1993 - April 1995
Skills
Fixed Income, Finance, Capital Markets, Relationship Management, Investments, Portfolio Management, Asset Management, Loans, Hedge Funds, Series 7, Series 63, Banking
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2015
Master of Business Administration (MBA), 3.5 GPA
University of Alabama 1987 — 1991
BS, Accounting
Joseph Somers Joseph Somers's Wells Fargo Securities Experience June 2015 - August 2015
Job MBA Candidate at the University of Michigan Ross School of Business
Industry Military
Experience
Wells Fargo Securities June 2015 - August 2015
Guggenheim Partners June 2014 - August 2014
US Army May 2011 - May 2014
US Army March 2009 - May 2011
US Army July 2008 - May 2009
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Master of Business Administration (MBA)
United States Military Academy at West Point 2004 — 2008
BS, Economics
Wells Fargo Securities June 2015 - August 2015
Guggenheim Partners June 2014 - August 2014
US Army May 2011 - May 2014
US Army March 2009 - May 2011
US Army July 2008 - May 2009
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Master of Business Administration (MBA)
United States Military Academy at West Point 2004 — 2008
BS, Economics
Jeffrey Tha Jeffrey Tha's Wells Fargo Securities Experience 2003 - 2004
Job Cofounder at Meetyl Inc.
Industry Internet
Experience
Meetyl Inc. 2012 - Present
ABR Investment Strategy LLC 2010 - 2012
FBR 2007 - 2010
Magnum Opus Capital Management 2006 - 2007
TLB Capital Management 2004 - 2006
Wells Fargo Securities 2003 - 2004
Parnassus Investments 2002 - 2003
JPMorgan Hambrecht & Quist 1998 - 2002
Skills
Chartered Financial..., Investments, Financial Modeling, Time Management, Investment Banking, Equities, Equity Research, Business Development, Valuation, Private Equity, Alternative Investments, Management, Hedge Funds, Corporate Development
Education
University of California, Berkeley
Bachelor of Arts (BA), Economics
Dreher High School, Columbia, SC
Fairview International, Kuala Lumpur, Malaysia
St. James School, Kuala Belait, Brunei Darussalam
Meetyl Inc. 2012 - Present
ABR Investment Strategy LLC 2010 - 2012
FBR 2007 - 2010
Magnum Opus Capital Management 2006 - 2007
TLB Capital Management 2004 - 2006
Wells Fargo Securities 2003 - 2004
Parnassus Investments 2002 - 2003
JPMorgan Hambrecht & Quist 1998 - 2002
Skills
Chartered Financial..., Investments, Financial Modeling, Time Management, Investment Banking, Equities, Equity Research, Business Development, Valuation, Private Equity, Alternative Investments, Management, Hedge Funds, Corporate Development
Education
University of California, Berkeley
Bachelor of Arts (BA), Economics
Dreher High School, Columbia, SC
Fairview International, Kuala Lumpur, Malaysia
St. James School, Kuala Belait, Brunei Darussalam
Brendan Colligan's Wells Fargo Securities Experience August 2015 - Present
Job Incoming Investment Banking Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities August 2015 - Present
Wells Fargo Securities June 2015 - August 2015
Arvest Bank August 2014 - May 2015
Fisher Investments June 2014 - August 2014
Skills
Finance, Teamwork, Leadership, Financial Analysis, Time Management, Critical Thinking, People Skills, Microsoft Excel, Analysis, Financial Modeling, Research, Statistics, Data Analysis, Valuation Modeling, Strategy, Financial Accounting, Managerial Finance
Education
University of Arkansas 2012 — 2016
Bachelor's Degree, Accounting and Finance
Wells Fargo Securities August 2015 - Present
Wells Fargo Securities June 2015 - August 2015
Arvest Bank August 2014 - May 2015
Fisher Investments June 2014 - August 2014
Skills
Finance, Teamwork, Leadership, Financial Analysis, Time Management, Critical Thinking, People Skills, Microsoft Excel, Analysis, Financial Modeling, Research, Statistics, Data Analysis, Valuation Modeling, Strategy, Financial Accounting, Managerial Finance
Education
University of Arkansas 2012 — 2016
Bachelor's Degree, Accounting and Finance
Philip Little Philip Little's Wells Fargo Securities Experience 2005 - Present
Job
Industry Investment Banking
Experience
Wells Fargo Securities 2005 - Present
UBS Investment Bank 2002 - 2005
Instinet Corporation 1998 - 2002
Merrill Lynch 1994 - 1998
Telstra Australia January 1990 - June 1994
Skills
Capital Markets, Trading, Equities, Electronic Trading, Trading Systems, Derivatives, Asset Management, Portfolio Management, Swaps, Investment Banking, Credit Derivatives, Fixed Income, Securities Lending, Prime Brokerage, Business Analysis, Risk Management, Equity Derivatives, Banking, Back Office, Financial Services, Unix, Foreign Exchange, Sybase, Investments, Market Data
Education
University of Pennsylvania - The Wharton School 2011 — 2013
Securities Industry Institute
FINRA 2007 — 2013
Series 7 and Series 99 certificates
University of Sydney
MBA, Business Administration
University of Technology, Sydney 1993 — 1994
Software Quality Assurance
Trinity College, Dublin 1985 — 1989
BAI in Engineering, BA in Mathematics
Wells Fargo Securities 2005 - Present
UBS Investment Bank 2002 - 2005
Instinet Corporation 1998 - 2002
Merrill Lynch 1994 - 1998
Telstra Australia January 1990 - June 1994
Skills
Capital Markets, Trading, Equities, Electronic Trading, Trading Systems, Derivatives, Asset Management, Portfolio Management, Swaps, Investment Banking, Credit Derivatives, Fixed Income, Securities Lending, Prime Brokerage, Business Analysis, Risk Management, Equity Derivatives, Banking, Back Office, Financial Services, Unix, Foreign Exchange, Sybase, Investments, Market Data
Education
University of Pennsylvania - The Wharton School 2011 — 2013
Securities Industry Institute
FINRA 2007 — 2013
Series 7 and Series 99 certificates
University of Sydney
MBA, Business Administration
University of Technology, Sydney 1993 — 1994
Software Quality Assurance
Trinity College, Dublin 1985 — 1989
BAI in Engineering, BA in Mathematics
Cindy Wu Cindy Wu's Wells Fargo Securities Experience May 2008 - May 2009
Job Portfolio Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch December 2014 - Present
Prudential Financial August 2011 - September 2014
Wells Fargo May 2009 - August 2011
Wells Fargo Securities May 2008 - May 2009
Kelling, Northcross & Nobriga October 2006 - April 2007
Moodys Investor Services June 2005 - August 2005
National Park Service June 2003 - August 2003
Skills
Investments, Finance, Microsoft Excel, Microsoft Office, Microsoft Powerpoint, Argus Modeling, Financial Modeling, Financial Analysis, Bloomberg
Education
University of California, Berkeley, Haas School of Business 2006 — 2008
B.S., Business Administration
University of California, Berkeley 2004 — 2008
B.A., Economics
Bank of America Merrill Lynch December 2014 - Present
Prudential Financial August 2011 - September 2014
Wells Fargo May 2009 - August 2011
Wells Fargo Securities May 2008 - May 2009
Kelling, Northcross & Nobriga October 2006 - April 2007
Moodys Investor Services June 2005 - August 2005
National Park Service June 2003 - August 2003
Skills
Investments, Finance, Microsoft Excel, Microsoft Office, Microsoft Powerpoint, Argus Modeling, Financial Modeling, Financial Analysis, Bloomberg
Education
University of California, Berkeley, Haas School of Business 2006 — 2008
B.S., Business Administration
University of California, Berkeley 2004 — 2008
B.A., Economics
Eric Haugen Eric Haugen's Wells Fargo Securities Experience August 2013 - Present
Job Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities August 2013 - Present
Chatham Financial June 2011 - August 2013
Study Smarter August 2010 - June 2011
UC Berkeley August 2007 - June 2010
Skills
Financial Analysis, Financial Modeling, Statistics, Derivatives, Data Analysis, Microsoft Excel, Microsoft Office, Valuation, Thai language, PowerPoint
Education
University of California, Berkeley 2006 — 2009
B.S., Mathematics
Wells Fargo Securities August 2013 - Present
Chatham Financial June 2011 - August 2013
Study Smarter August 2010 - June 2011
UC Berkeley August 2007 - June 2010
Skills
Financial Analysis, Financial Modeling, Statistics, Derivatives, Data Analysis, Microsoft Excel, Microsoft Office, Valuation, Thai language, PowerPoint
Education
University of California, Berkeley 2006 — 2009
B.S., Mathematics
Matthew Dunn Matthew Dunn's Wells Fargo Securities Experience June 2013 - June 2015
Job Associate at Hilltop Holdings
Industry Venture Capital & Private Equity
Experience
Hilltop Holdings August 2015 - Present
Wells Fargo Securities June 2013 - June 2015
Wells Fargo Securities June 2012 - August 2012
Citi June 2011 - August 2011
Benchmark Bank May 2010 - August 2010
Skills
Capital IQ, Financial Modeling, Valuation, Bloomberg Terminal, PowerPoint, Microsoft Excel, Precedent Transactions, Comparable Analysis
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2013
BBA, Business Honors Program, Finance
Hilltop Holdings August 2015 - Present
Wells Fargo Securities June 2013 - June 2015
Wells Fargo Securities June 2012 - August 2012
Citi June 2011 - August 2011
Benchmark Bank May 2010 - August 2010
Skills
Capital IQ, Financial Modeling, Valuation, Bloomberg Terminal, PowerPoint, Microsoft Excel, Precedent Transactions, Comparable Analysis
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2013
BBA, Business Honors Program, Finance
John L. Connell John L. Connell's Wells Fargo Securities Experience March 2012 - April 2012
Job Founder at Teaching Adventures Abroad and Financial Analyst at Microsoft
Industry Financial Services
Experience
Teaching Adventures Abroad September 2015 - Present
Microsoft July 2015 - Present
CIEE Council on International Educational Exchange March 2015 - July 2015
PepsiCo June 2014 - August 2014
Jefferies & Company May 2013 - August 2013
Wells Fargo Securities March 2012 - April 2012
Space Center Houston May 2010 - August 2011
Skills
Bloomberg Terminal, Portfolio Management, Microsoft Office, Public Speaking, Photoshop, Research, Customer Relations, Financial Markets, Sales, Investments, Data Analysis, Finance, Access, Microsoft Excel, Financial Analysis, Financial Modeling, PowerPoint, Social Media, Valuation, Corporate Finance, Event Planning
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2014
BBA, Business, Major: Finance, Minor: MIS
The Chinese University of Hong Kong
Teaching Adventures Abroad September 2015 - Present
Microsoft July 2015 - Present
CIEE Council on International Educational Exchange March 2015 - July 2015
PepsiCo June 2014 - August 2014
Jefferies & Company May 2013 - August 2013
Wells Fargo Securities March 2012 - April 2012
Space Center Houston May 2010 - August 2011
Skills
Bloomberg Terminal, Portfolio Management, Microsoft Office, Public Speaking, Photoshop, Research, Customer Relations, Financial Markets, Sales, Investments, Data Analysis, Finance, Access, Microsoft Excel, Financial Analysis, Financial Modeling, PowerPoint, Social Media, Valuation, Corporate Finance, Event Planning
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2014
BBA, Business, Major: Finance, Minor: MIS
The Chinese University of Hong Kong
Mark Vukich Mark Vukich's Wells Fargo Securities Experience August 2015 - Present
Job Incoming Investment Banking Analyst at Wells Fargo Securities | Student at Tufts University
Industry Financial Services
Experience
Wells Fargo Securities August 2015 - Present
Wells Fargo Securities June 2015 - August 2015
SVA Plumb Wealth Management April 2014 - August 2014
Education
Tufts University 2012 — 2016
Bachelor of Arts (B.A.), Economics
Edgewood High School 2008 — 2012
Wells Fargo Securities August 2015 - Present
Wells Fargo Securities June 2015 - August 2015
SVA Plumb Wealth Management April 2014 - August 2014
Education
Tufts University 2012 — 2016
Bachelor of Arts (B.A.), Economics
Edgewood High School 2008 — 2012
Brian O'Melveny Brian O'Melveny's Wells Fargo Securities Experience January 2001 - August 2013
Job SVP and Bay Area Regional Manager
Industry Financial Services
Experience
US BANK November 2014 - Present
Bank of the West September 2013 - October 2014
Wells Fargo Securities January 2001 - August 2013
Wells Fargo May 1990 - December 2000
Skills
Capital Markets, Banking, Series 7, Credit, Portfolio Management, Loans, Financial Services, Fixed Income, Risk Management, Securities, Commercial Lending, Commercial Banking, Leveraged Finance, Relationship Management, Credit Analysis, Financial Analysis, Investments
Education
University of Southern California - Marshall School of Business 1988 — 1990
Master of Business Administration (M.B.A.), Finance
University of California, Berkeley 1979 — 1983
Bachelor of Arts (BA), History
US BANK November 2014 - Present
Bank of the West September 2013 - October 2014
Wells Fargo Securities January 2001 - August 2013
Wells Fargo May 1990 - December 2000
Skills
Capital Markets, Banking, Series 7, Credit, Portfolio Management, Loans, Financial Services, Fixed Income, Risk Management, Securities, Commercial Lending, Commercial Banking, Leveraged Finance, Relationship Management, Credit Analysis, Financial Analysis, Investments
Education
University of Southern California - Marshall School of Business 1988 — 1990
Master of Business Administration (M.B.A.), Finance
University of California, Berkeley 1979 — 1983
Bachelor of Arts (BA), History
Samuel Bagley's Wells Fargo Securities Experience June 2015 - August 2015
Job Incoming Investment Banking Analyst at Perella Weinberg Partners
Industry Investment Banking
Experience
Perella Weinberg Partners August 2015 - Present
Carlson School of Management November 2014 - Present
Wells Fargo Securities June 2015 - August 2015
Greene Holcomb Fisher January 2015 - May 2015
University of Minnesota August 2014 - May 2015
Sam's Royal Lawn Service April 2009 - 2015
Carlson School of Management August 2014 - December 2014
Affiance Financial December 2013 - August 2014
The Coca-Cola Company March 2013 - February 2014
Hazeltine National Golf Club May 2007 - October 2013
Skills
Leadership, Marketing, Sales, High Achiever, Analytical Skills, Financial Analysis, Market Research, Public Speaking, Investments, Information Technology, Financial Markets, Strategy, Finance, Portfolio Management, Teamwork
Education
University of Minnesota - Carlson School of Management 2012 — 2016
Bachelor of Science (BS) Finance, Management Information Systems, Minors: Mandarin Chinese, Accounting, Senior
Tsinghua University 2014 — 2014
Beijing
Perella Weinberg Partners August 2015 - Present
Carlson School of Management November 2014 - Present
Wells Fargo Securities June 2015 - August 2015
Greene Holcomb Fisher January 2015 - May 2015
University of Minnesota August 2014 - May 2015
Sam's Royal Lawn Service April 2009 - 2015
Carlson School of Management August 2014 - December 2014
Affiance Financial December 2013 - August 2014
The Coca-Cola Company March 2013 - February 2014
Hazeltine National Golf Club May 2007 - October 2013
Skills
Leadership, Marketing, Sales, High Achiever, Analytical Skills, Financial Analysis, Market Research, Public Speaking, Investments, Information Technology, Financial Markets, Strategy, Finance, Portfolio Management, Teamwork
Education
University of Minnesota - Carlson School of Management 2012 — 2016
Bachelor of Science (BS) Finance, Management Information Systems, Minors: Mandarin Chinese, Accounting, Senior
Tsinghua University 2014 — 2014
Beijing
Shreyak Das Shreyak Das's Wells Fargo Securities Experience July 2015 - Present
Job Equity Sales Assistant at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities July 2015 - Present
Wells Fargo Advisors July 2013 - July 2015
The Princeton Review March 2012 - June 2013
US Trust-Bank of America June 2012 - August 2012
Center for Evaluation of Global Action (CEGA) May 2011 - May 2012
Magoosh March 2011 - July 2011
Haas School of Business January 2011 - June 2011
Jamba Juice May 2010 - September 2010
Skills
Microsoft Excel, Microsoft Powerpoint, Stata, Wealth Management, Investment Strategies, Business Development, Public Speaking, Fluent in English,..., Tennis, Basketball, Spanish, Investments
Education
University of California, Berkeley 2009 — 2013
Bachelor of Arts (B.A.), Economics
University of California, Berkeley 2009 — 2013
Bachelor's degree, Business Administration and Management, General
Wells Fargo Securities July 2015 - Present
Wells Fargo Advisors July 2013 - July 2015
The Princeton Review March 2012 - June 2013
US Trust-Bank of America June 2012 - August 2012
Center for Evaluation of Global Action (CEGA) May 2011 - May 2012
Magoosh March 2011 - July 2011
Haas School of Business January 2011 - June 2011
Jamba Juice May 2010 - September 2010
Skills
Microsoft Excel, Microsoft Powerpoint, Stata, Wealth Management, Investment Strategies, Business Development, Public Speaking, Fluent in English,..., Tennis, Basketball, Spanish, Investments
Education
University of California, Berkeley 2009 — 2013
Bachelor of Arts (B.A.), Economics
University of California, Berkeley 2009 — 2013
Bachelor's degree, Business Administration and Management, General
Matthew Beltman Matthew Beltman's Wells Fargo Securities Experience September 2013 - June 2015
Job Fidus Investment Advisors, LLC
Industry Venture Capital & Private Equity
Experience
Fidus Investment Advisors, LLC July 2015 - Present
Wells Fargo Securities September 2013 - June 2015
Southwest Securities February 2012 - August 2013
Bank of America June 2011 - August 2011
Shandon Hill Capital May 2009 - July 2010
Morgan Stanley Smith Barney January 2009 - May 2009
GunnAllen Financial August 2008 - December 2008
South Carolina Department of Revenue November 2007 - August 2008
Skills
Bloomberg, SNL, Capital IQ
Education
The University of Texas at Austin - Red McCombs School of Business 2010 — 2011
Master of Professional Accounting, Financial Reporting and Assurance
University of South Carolina - Darla Moore School of Business 2006 — 2010
Bachelors of Science in Business Administration, Accounting and Finance with a Minor in Economics
Fidus Investment Advisors, LLC July 2015 - Present
Wells Fargo Securities September 2013 - June 2015
Southwest Securities February 2012 - August 2013
Bank of America June 2011 - August 2011
Shandon Hill Capital May 2009 - July 2010
Morgan Stanley Smith Barney January 2009 - May 2009
GunnAllen Financial August 2008 - December 2008
South Carolina Department of Revenue November 2007 - August 2008
Skills
Bloomberg, SNL, Capital IQ
Education
The University of Texas at Austin - Red McCombs School of Business 2010 — 2011
Master of Professional Accounting, Financial Reporting and Assurance
University of South Carolina - Darla Moore School of Business 2006 — 2010
Bachelors of Science in Business Administration, Accounting and Finance with a Minor in Economics
Graham Tucker Graham Tucker's Wells Fargo Securities Experience February 2012 - July 2012
Job Associate at Deloitte Corporate Finance LLC (formerly McColl Partners)
Industry Investment Banking
Experience
Deloitte Corporate Finance LLC (formerly McColl Partners) January 2015 - Present
Wells Fargo Securities February 2012 - July 2012
Wells Fargo Securities February 2010 - January 2012
Wells Fargo Securities June 2007 - January 2010
Procter & Gamble June 2006 - August 2006
Bank of America May 2005 - July 2005
Bank of America May 2004 - July 2004
Skills
Sales, International Sales, Building Relationships, Financial Markets, Fixed Income Portfolio..., Fixed Income Analysis, Investment Management, Energy, Oil/Gas, Natural Gas, Investment Portfolio, Portfolio Management, Portfolio Assessment, Asset Managment, Financial Analysis
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (MBA), Finance
University of Virginia 2003 — 2007
Bachelor of Science (BS), Commerce
Deloitte Corporate Finance LLC (formerly McColl Partners) January 2015 - Present
Wells Fargo Securities February 2012 - July 2012
Wells Fargo Securities February 2010 - January 2012
Wells Fargo Securities June 2007 - January 2010
Procter & Gamble June 2006 - August 2006
Bank of America May 2005 - July 2005
Bank of America May 2004 - July 2004
Skills
Sales, International Sales, Building Relationships, Financial Markets, Fixed Income Portfolio..., Fixed Income Analysis, Investment Management, Energy, Oil/Gas, Natural Gas, Investment Portfolio, Portfolio Management, Portfolio Assessment, Asset Managment, Financial Analysis
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (MBA), Finance
University of Virginia 2003 — 2007
Bachelor of Science (BS), Commerce
Yibang Chen's Wells Fargo Securities Experience July 2013 - February 2014
Job Business Analytics Specialist
Industry Information Technology and Services
Experience
Inovalon Inc. March 2014 - July 2014
Wells Fargo Securities July 2013 - February 2014
UOB October 2012 - December 2012
Greater New Orleans, Inc May 2011 - August 2011
Skills
Business Analysis, Business Intelligence, Process Improvement, Machine Learning, Predictive Modeling, Data Mining, Relational Databases, Data Integration, PowerPoint, Microsoft Excel, SharePoint, Sungard GMI, Broadridge, Billing Systems, Social Media, Research, KPI Dashboards, Python, R
Education
University of Oxford 2011 — 2012
Visiting Student
Tulane University 2009 — 2013
Bachelor of Science
University of Pennsylvania 2015 — 2016
Master of Science (MSc)
Inovalon Inc. March 2014 - July 2014
Wells Fargo Securities July 2013 - February 2014
UOB October 2012 - December 2012
Greater New Orleans, Inc May 2011 - August 2011
Skills
Business Analysis, Business Intelligence, Process Improvement, Machine Learning, Predictive Modeling, Data Mining, Relational Databases, Data Integration, PowerPoint, Microsoft Excel, SharePoint, Sungard GMI, Broadridge, Billing Systems, Social Media, Research, KPI Dashboards, Python, R
Education
University of Oxford 2011 — 2012
Visiting Student
Tulane University 2009 — 2013
Bachelor of Science
University of Pennsylvania 2015 — 2016
Master of Science (MSc)
Charles See Charles See's Wells Fargo Securities Experience May 2012 - August 2012
Job Investment Banking Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse June 2014 - Present
Kiva.org December 2013 - April 2014
Credit Suisse May 2013 - August 2013
Wells Fargo Securities May 2012 - August 2012
U.S. House of Representatives May 2010 - August 2010
Skills
Valuation, Mergers & Acquisitions, DCF Valuation, Leveraged Finance, LBO, Accounting, Investment Banking, Microsoft Excel, Financial Modeling, Capital Markets, Swag, Portfolio Management, Structured Finance, Corporate Finance, Financial Analysis, Data Analysis
Education
UC Berkeley
Bachelor of Science, Business Administration. Minor in History.
Credit Suisse June 2014 - Present
Kiva.org December 2013 - April 2014
Credit Suisse May 2013 - August 2013
Wells Fargo Securities May 2012 - August 2012
U.S. House of Representatives May 2010 - August 2010
Skills
Valuation, Mergers & Acquisitions, DCF Valuation, Leveraged Finance, LBO, Accounting, Investment Banking, Microsoft Excel, Financial Modeling, Capital Markets, Swag, Portfolio Management, Structured Finance, Corporate Finance, Financial Analysis, Data Analysis
Education
UC Berkeley
Bachelor of Science, Business Administration. Minor in History.
Lauro Gutierrez Lauro Gutierrez's Wells Fargo Securities Experience June 2007 - June 2009
Job Commercial Specialist at Hess Corporation
Industry Oil & Energy
Experience
Hess Corporation January 2014 - Present
Calpine June 2009 - November 2013
Wells Fargo Securities June 2007 - June 2009
MMA Financial 2005 - 2007
Peace Corps 2003 - 2005
Shell Trading Gas & Power Co 2001 - 2003
Skills
Investment Banking, Corporate Finance, Financial Modeling, M&A experience, Capital Markets, DCF, Valuation, Deal Execution, Consultancy, Corporate Credit, Divestitures, Project Finance, Master Limited..., Mergers & Acquisitions, Finance, Portfolio Management, Credit Risk, Financial Analysis
Education
The University of Texas at Austin 1996 — 2000
Bachelor's degree, Finance & mechanical engineering
University of Bath 1999 — 1999
Finance
Hess Corporation January 2014 - Present
Calpine June 2009 - November 2013
Wells Fargo Securities June 2007 - June 2009
MMA Financial 2005 - 2007
Peace Corps 2003 - 2005
Shell Trading Gas & Power Co 2001 - 2003
Skills
Investment Banking, Corporate Finance, Financial Modeling, M&A experience, Capital Markets, DCF, Valuation, Deal Execution, Consultancy, Corporate Credit, Divestitures, Project Finance, Master Limited..., Mergers & Acquisitions, Finance, Portfolio Management, Credit Risk, Financial Analysis
Education
The University of Texas at Austin 1996 — 2000
Bachelor's degree, Finance & mechanical engineering
University of Bath 1999 — 1999
Finance
Alex Young Alex Young's Wells Fargo Securities Experience July 2015 - Present
Job Investment Banking Analyst
Industry Financial Services
Experience
Wells Fargo Securities July 2015 - Present
Wells Fargo Securities June 2014 - August 2014
The Riverside Company February 2014 - May 2014
BayStreet Research, LLC January 2014 - May 2014
Morgan Stanley Wealth Management September 2013 - January 2014
The Daily Californian February 2013 - December 2013
TheLions March 2013 - May 2013
The Daily Californian August 2011 - February 2013
Skills
Lead Generation, Sales, Management, Leadership, Sales Management, Social Media, French Cuisine, Online Advertising, Start-ups, Social Media Marketing, Legal Research, Research, Capital IQ, Lyricist, Pregnancy Massage, Wit
Education
UC Berkeley 2011 — 2015
Bachelor's degree, Economics
Davis Senior High School
Wells Fargo Securities July 2015 - Present
Wells Fargo Securities June 2014 - August 2014
The Riverside Company February 2014 - May 2014
BayStreet Research, LLC January 2014 - May 2014
Morgan Stanley Wealth Management September 2013 - January 2014
The Daily Californian February 2013 - December 2013
TheLions March 2013 - May 2013
The Daily Californian August 2011 - February 2013
Skills
Lead Generation, Sales, Management, Leadership, Sales Management, Social Media, French Cuisine, Online Advertising, Start-ups, Social Media Marketing, Legal Research, Research, Capital IQ, Lyricist, Pregnancy Massage, Wit
Education
UC Berkeley 2011 — 2015
Bachelor's degree, Economics
Davis Senior High School
Josh Weaver's Wells Fargo Securities Experience June 2013 - Present
Job Investment Banking Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2013 - Present
Tyson Foods January 2012 - October 2012
Education
University of Arkansas at Fayetteville 2009 — 2013
B.S.B.A. in Finance: Management & Investments, 3.955/4.000 Magna Cum Laude
Wells Fargo Securities June 2013 - Present
Tyson Foods January 2012 - October 2012
Education
University of Arkansas at Fayetteville 2009 — 2013
B.S.B.A. in Finance: Management & Investments, 3.955/4.000 Magna Cum Laude
Ryan Moffett's Wells Fargo Securities Experience July 2014 - Present
Job Vice President at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities July 2014 - Present
Scotiabank Global Banking and Markets February 2013 - July 2014
Scotiabank February 2013 - July 2014
Wells Fargo June 2008 - February 2013
US Army August 1998 - February 2006
Skills
Trading, Derivatives, Commodity Risk..., Agriculture, Dairy Products, Front Office, Calypso, Risk Management, Hedging, Financial Analysis, Interest Rate..., Team Leadership, Aviation, Commodity, Microsoft Excel, Dodd-Frank, Energy, Base Metals, Energy Derivatives, Commodities, Excel, Endur, Credit Risk, Macroeconomics, Statistics, Compliance, ISDA negotiations, Econometrics, Leadership, Financial Markets, Portfolio Management, Structured Finance, Project Management, Management, Financial Structuring, Finance, Research, Financial Risk, Credit, Banking
Education
University of California, Berkeley
BA, Economics
Wells Fargo Securities July 2014 - Present
Scotiabank Global Banking and Markets February 2013 - July 2014
Scotiabank February 2013 - July 2014
Wells Fargo June 2008 - February 2013
US Army August 1998 - February 2006
Skills
Trading, Derivatives, Commodity Risk..., Agriculture, Dairy Products, Front Office, Calypso, Risk Management, Hedging, Financial Analysis, Interest Rate..., Team Leadership, Aviation, Commodity, Microsoft Excel, Dodd-Frank, Energy, Base Metals, Energy Derivatives, Commodities, Excel, Endur, Credit Risk, Macroeconomics, Statistics, Compliance, ISDA negotiations, Econometrics, Leadership, Financial Markets, Portfolio Management, Structured Finance, Project Management, Management, Financial Structuring, Finance, Research, Financial Risk, Credit, Banking
Education
University of California, Berkeley
BA, Economics
Franklin Mora Franklin Mora's Wells Fargo Securities Experience May 2015 - August 2015
Job MBA Student, University of Michigan Ross School of Business
Industry Investment Banking
Experience
Wells Fargo Securities May 2015 - August 2015
NBCUniversal, Inc. March 2015 - May 2015
Queens Economic Development Corporation June 2012 - June 2014
Queens Economic Development Corporation August 2011 - June 2012
Queens Economic Development Corporation June 2008 - August 2011
Cisneros Group of Companies January 2008 - May 2008
Accion September 2006 - September 2007
Education
MBA Candidate at University of Michigan Stephen M. Ross School 2014 — 2016
Master of Business Administration (MBA), Finance
University of Vermont 2002 — 2006
LIberal Arts, Small Business, Literature, Latin American Studies
Universidad de Murcia 2004 — 2005
International Student Exchange Program, Advertising and Public Relations (Graduate Course Work)
Simsbury High School
High School Diploma
Wells Fargo Securities May 2015 - August 2015
NBCUniversal, Inc. March 2015 - May 2015
Queens Economic Development Corporation June 2012 - June 2014
Queens Economic Development Corporation August 2011 - June 2012
Queens Economic Development Corporation June 2008 - August 2011
Cisneros Group of Companies January 2008 - May 2008
Accion September 2006 - September 2007
Education
MBA Candidate at University of Michigan Stephen M. Ross School 2014 — 2016
Master of Business Administration (MBA), Finance
University of Vermont 2002 — 2006
LIberal Arts, Small Business, Literature, Latin American Studies
Universidad de Murcia 2004 — 2005
International Student Exchange Program, Advertising and Public Relations (Graduate Course Work)
Simsbury High School
High School Diploma
Jeff Todd's Wells Fargo Securities Experience September 2014 - Present
Job Analyst, Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities September 2014 - Present
Harris Williams & Co. July 2014 - September 2014
PNC June 2013 - June 2014
Skills
Financial Modeling, Investment Banking, Private Equity, Due Diligence, Mergers & Acquisitions, Investments, Valuation, Equities, Financial Analysis, PowerPoint, Restructuring, Microsoft Excel, Financial Structuring
Education
University of Virginia 2009 — 2013
Bachelor of Commerce (BCom), McIntire School of Commerce: Finance and Real Estate
Universidad Nacional Andrés Bello 2010 — 2010
Spanish Immersion Program
Wells Fargo Securities September 2014 - Present
Harris Williams & Co. July 2014 - September 2014
PNC June 2013 - June 2014
Skills
Financial Modeling, Investment Banking, Private Equity, Due Diligence, Mergers & Acquisitions, Investments, Valuation, Equities, Financial Analysis, PowerPoint, Restructuring, Microsoft Excel, Financial Structuring
Education
University of Virginia 2009 — 2013
Bachelor of Commerce (BCom), McIntire School of Commerce: Finance and Real Estate
Universidad Nacional Andrés Bello 2010 — 2010
Spanish Immersion Program
M. Erik Meinholz M. Erik Meinholz's Wells Fargo Securities Experience April 2013 - Present
Job
Industry Computer Software
Experience
Wells Fargo Securities April 2013 - Present
Wells Fargo September 2011 - March 2013
Bank of America August 2009 - August 2011
BMC & Associates January 2009 - August 2009
(HP) Eurobank EFG May 2001 - December 2007
(HP) Turkcell February 2007 - May 2007
(HP) STMicroelectronics August 2006 - February 2007
(HP) Telecom Egypt August 2001 - March 2006
Northrop Grumman Corporation March 1998 - April 2001
BancTec January 1996 - May 1998
Skills
Unix, Enterprise Architecture, Systems Engineering, Linux, Database Administration, Software Development, Software Design, Shell Scripting, Integration, Disaster Recovery, Unix Shell Scripting, Solution Architecture, TCP/IP, SDLC, Virtualization, Databases, Architecture, High Availability, Telecommunications, System Administration, System Architecture, Requirements Analysis, SQL, VMware, Oracle, Infrastructure, Operating Systems, Visio, IT Management, HP, Enterprise Software, Project Management, Software Engineering, Servers, Cloud Computing, ITIL, Security, Data Center, Architectures
Education
University of Arkansas 1992 — 1994
MSCSEG, Computer Systems Engineering
University of Arkansas 1988 — 1992
BSCSEG, Computer Systems Engineering
Stuttgart High School 1984 — 1988
4.0
Wells Fargo Securities April 2013 - Present
Wells Fargo September 2011 - March 2013
Bank of America August 2009 - August 2011
BMC & Associates January 2009 - August 2009
(HP) Eurobank EFG May 2001 - December 2007
(HP) Turkcell February 2007 - May 2007
(HP) STMicroelectronics August 2006 - February 2007
(HP) Telecom Egypt August 2001 - March 2006
Northrop Grumman Corporation March 1998 - April 2001
BancTec January 1996 - May 1998
Skills
Unix, Enterprise Architecture, Systems Engineering, Linux, Database Administration, Software Development, Software Design, Shell Scripting, Integration, Disaster Recovery, Unix Shell Scripting, Solution Architecture, TCP/IP, SDLC, Virtualization, Databases, Architecture, High Availability, Telecommunications, System Administration, System Architecture, Requirements Analysis, SQL, VMware, Oracle, Infrastructure, Operating Systems, Visio, IT Management, HP, Enterprise Software, Project Management, Software Engineering, Servers, Cloud Computing, ITIL, Security, Data Center, Architectures
Education
University of Arkansas 1992 — 1994
MSCSEG, Computer Systems Engineering
University of Arkansas 1988 — 1992
BSCSEG, Computer Systems Engineering
Stuttgart High School 1984 — 1988
4.0
Eleanor C Sullivan Eleanor C Sullivan's Wells Fargo Securities Experience 2000 - 2003
Job Director at Denning & Company
Industry Venture Capital & Private Equity
Experience
Denning & Company 2004 - Present
Wells Fargo Securities 2000 - 2003
Skills
Private Equity, Venture Capital, Business Strategy, Strategic Planning, Business Development
Education
University of California, Berkeley 1993 — 1997
Bachelor of Arts (B.A.), International Political Economy
St. George's English School in Rome, Italy
Denning & Company 2004 - Present
Wells Fargo Securities 2000 - 2003
Skills
Private Equity, Venture Capital, Business Strategy, Strategic Planning, Business Development
Education
University of California, Berkeley 1993 — 1997
Bachelor of Arts (B.A.), International Political Economy
St. George's English School in Rome, Italy
Leslie Edwards, CPA's Wells Fargo Securities Experience July 2014 - Present
Job Associate Mergers & Acquisitions at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities July 2014 - Present
Wells Fargo Securities June 2013 - August 2013
Deloitte & Touche August 2009 - August 2012
Deloitte June 2008 - August 2008
Leads360 June 2007 - August 2007
Skills
SEC filings, Internal Controls, Financial Reporting, Accounting, Sarbanes-Oxley Act, Financial Accounting, Auditing, Financial Analysis, External Audit, US GAAP
Education
New York University, Stern School of Business 2012 — 2014
Master of Business Administration (MBA)
University of California, Berkeley 2005 — 2009
BA, Political Economy
Brentwood High School 2001 — 2005
Wells Fargo Securities July 2014 - Present
Wells Fargo Securities June 2013 - August 2013
Deloitte & Touche August 2009 - August 2012
Deloitte June 2008 - August 2008
Leads360 June 2007 - August 2007
Skills
SEC filings, Internal Controls, Financial Reporting, Accounting, Sarbanes-Oxley Act, Financial Accounting, Auditing, Financial Analysis, External Audit, US GAAP
Education
New York University, Stern School of Business 2012 — 2014
Master of Business Administration (MBA)
University of California, Berkeley 2005 — 2009
BA, Political Economy
Brentwood High School 2001 — 2005
Rakesh (Rocky) Chanana Rakesh (Rocky) Chanana's Wells Fargo Securities Experience July 2014 - Present
Job Investment Banking Associate at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities July 2014 - Present
Wells Fargo Securities August 2012 - July 2014
RBC Capital Markets March 2011 - August 2012
KPMG Advisory June 2010 - August 2010
Siemer and Associates, LLC. May 2009 - August 2009
Alumwire Inc. July 2006 - May 2009
Chevron June 2008 - August 2008
Get-Mobile - UK June 2004 - October 2007
Chevron June 2007 - August 2007
Skills
Financial Modeling, Valuation, Bloomberg, LBO, Capital IQ, Investment Banking, Corporate Finance, Financial Analysis, DCF, Private Equity, Venture Capital, Equity Research, Capital Markets, Equities, IPO, FDS
Education
University of California, Berkeley 2006 — 2010
B.A, Economics Major & Education Minor
Wells Fargo Securities July 2014 - Present
Wells Fargo Securities August 2012 - July 2014
RBC Capital Markets March 2011 - August 2012
KPMG Advisory June 2010 - August 2010
Siemer and Associates, LLC. May 2009 - August 2009
Alumwire Inc. July 2006 - May 2009
Chevron June 2008 - August 2008
Get-Mobile - UK June 2004 - October 2007
Chevron June 2007 - August 2007
Skills
Financial Modeling, Valuation, Bloomberg, LBO, Capital IQ, Investment Banking, Corporate Finance, Financial Analysis, DCF, Private Equity, Venture Capital, Equity Research, Capital Markets, Equities, IPO, FDS
Education
University of California, Berkeley 2006 — 2010
B.A, Economics Major & Education Minor
todd clark todd clark's Wells Fargo Securities Experience January 2002 - August 2005
Job Equity Capital Markets Executive seeking an Opportunity and Challenge
Industry Investment Banking
Experience
Independent July 2011 - Present
Morgan Joseph TriArtisan LLC July 2010 - July 2011
Nollenberger Capital Partners September 2005 - May 2010
Wells Fargo Securities January 2002 - August 2005
Skills
Trading, Equity Trading, Series 7, Management, Series 63, Equities, Sales, Hedge Funds, Equity Research, Capital Markets, Securities, Electronic Trading, Alternative Investments, Series 66, series 24, Fixed Income
Education
Trinity College-Hartford 1979 — 1983
Bachelor of Arts (B.A.), Economics, 3.5 GPA
Independent July 2011 - Present
Morgan Joseph TriArtisan LLC July 2010 - July 2011
Nollenberger Capital Partners September 2005 - May 2010
Wells Fargo Securities January 2002 - August 2005
Skills
Trading, Equity Trading, Series 7, Management, Series 63, Equities, Sales, Hedge Funds, Equity Research, Capital Markets, Securities, Electronic Trading, Alternative Investments, Series 66, series 24, Fixed Income
Education
Trinity College-Hartford 1979 — 1983
Bachelor of Arts (B.A.), Economics, 3.5 GPA
Chris Frank Chris Frank's Wells Fargo Securities Experience November 2010 - December 2011
Job Corporate Ratings Associate Director at Standard & Poor's
Industry Banking
Experience
Standard & Poor's January 2012 - Present
Wells Fargo Securities November 2010 - December 2011
Stone & Youngberg June 2009 - September 2009
Countrywide Home Loans June 2007 - August 2008
Capital One Mortgage (formerly GreenPoint Mortgage) October 2004 - June 2007
Capital One Mortgage (formerly GreenPoint Mortgage) July 2003 - October 2004
Education
UCLA Anderson School of Management 2008 — 2010
MBA, Finance & Real Estate
University of California, Davis 1999 — 2003
BA, Economics and Political Science
St. Ignatius College Prep 1995 — 1999
High School
Standard & Poor's January 2012 - Present
Wells Fargo Securities November 2010 - December 2011
Stone & Youngberg June 2009 - September 2009
Countrywide Home Loans June 2007 - August 2008
Capital One Mortgage (formerly GreenPoint Mortgage) October 2004 - June 2007
Capital One Mortgage (formerly GreenPoint Mortgage) July 2003 - October 2004
Education
UCLA Anderson School of Management 2008 — 2010
MBA, Finance & Real Estate
University of California, Davis 1999 — 2003
BA, Economics and Political Science
St. Ignatius College Prep 1995 — 1999
High School
Jesal Gandhi's Wells Fargo Securities Experience June 2015 - August 2015
Job B.S Business Administration | Walter A. Haas School of Business
Industry Financial Services
Experience
Wells Fargo Securities June 2015 - August 2015
Bio-Rad Laboratories June 2014 - June 2015
Herbert T. Patty Law Firm January 2014 - June 2014
Christiana Care Health System June 2011 - August 2011
Christiana Care Health System June 2010 - August 2011
Skills
Courses, Microsoft Office, PowerPoint, Public Speaking, Research, Microsoft Excel, Microsoft Word, Data Analysis, Teamwork, Leadership, Event Planning
Education
University of California, Berkeley, Haas School of Business 2013 — 2016
BS, Business Administration and Economics
The Charter School of Wilmington 2009 — 2013
High School Diploma
Wells Fargo Securities June 2015 - August 2015
Bio-Rad Laboratories June 2014 - June 2015
Herbert T. Patty Law Firm January 2014 - June 2014
Christiana Care Health System June 2011 - August 2011
Christiana Care Health System June 2010 - August 2011
Skills
Courses, Microsoft Office, PowerPoint, Public Speaking, Research, Microsoft Excel, Microsoft Word, Data Analysis, Teamwork, Leadership, Event Planning
Education
University of California, Berkeley, Haas School of Business 2013 — 2016
BS, Business Administration and Economics
The Charter School of Wilmington 2009 — 2013
High School Diploma
Alexzander Williams Alexzander Williams's Wells Fargo Securities Experience June 2014 - August 2014
Job Senior at Virginia Tech
Industry Computer Software
Experience
Virginia Tech Smith Career Center August 2013 - Present
Agilex Technologies September 2014 - January 2015
Wells Fargo Securities June 2014 - August 2014
W.M. Jordan Company May 2012 - August 2012
Skills
Student Development, Student Affairs, Resume Writing, Career Counseling, Academic Advising, Student Engagement, Research, Student Leadership, Residence Life, Teaching, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Teamwork, Public Speaking, Time Management, Customer Service
Education
Virginia Polytechnic Institute and State University 2011 — 2016
Bachelor of Science (B.S.), Mathematics
Thomas Nelson Community College 2010 — 2011
Virginia Tech Smith Career Center August 2013 - Present
Agilex Technologies September 2014 - January 2015
Wells Fargo Securities June 2014 - August 2014
W.M. Jordan Company May 2012 - August 2012
Skills
Student Development, Student Affairs, Resume Writing, Career Counseling, Academic Advising, Student Engagement, Research, Student Leadership, Residence Life, Teaching, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Teamwork, Public Speaking, Time Management, Customer Service
Education
Virginia Polytechnic Institute and State University 2011 — 2016
Bachelor of Science (B.S.), Mathematics
Thomas Nelson Community College 2010 — 2011
Kyndal L. Turner's Wells Fargo Securities Experience June 2012 - November 2013
Job Fixed Income Research Analyst at TIAACREF
Industry Banking
Experience
TIAA-CREF November 2013 - Present
Wells Fargo Securities June 2012 - November 2013
Wells Fargo Securities June 2011 - August 2011
Skills
Economics, Investment Banking, Financial Modeling, Data Analysis, Stata, Emerging Markets, Valuation, Capital IQ, Bloomberg, Capital Markets, Mergers & Acquisitions, PowerPoint, Corporate Finance, Bloomberg Terminal, Microsoft Excel, Spanish, Fixed Income, Microsoft Office, Research, Private Equity, Equities, DCF, Investments
Education
Wellesley College 2008 — 2012
Bachelor's Degree, Economics and Spanish
Universidad de Córdoba 2010 — 2011
Bachelor's Degree, Spanish and Iberian Studies
The Galloway School 2004 — 2008
TIAA-CREF November 2013 - Present
Wells Fargo Securities June 2012 - November 2013
Wells Fargo Securities June 2011 - August 2011
Skills
Economics, Investment Banking, Financial Modeling, Data Analysis, Stata, Emerging Markets, Valuation, Capital IQ, Bloomberg, Capital Markets, Mergers & Acquisitions, PowerPoint, Corporate Finance, Bloomberg Terminal, Microsoft Excel, Spanish, Fixed Income, Microsoft Office, Research, Private Equity, Equities, DCF, Investments
Education
Wellesley College 2008 — 2012
Bachelor's Degree, Economics and Spanish
Universidad de Córdoba 2010 — 2011
Bachelor's Degree, Spanish and Iberian Studies
The Galloway School 2004 — 2008
Bryan Hunt, CFA Bryan Hunt, CFA's Wells Fargo Securities Experience April 2001 - Present
Job Managing Director at Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo Securities April 2001 - Present
Wachovia Securities June 1996 - April 2001
Education
Vanderbilt University (OGSM) 1994 — 1996
Masters, Business Administration
University of Alabama 1987 — 1991
BS, Finance, Investment Management
Wells Fargo Securities April 2001 - Present
Wachovia Securities June 1996 - April 2001
Education
Vanderbilt University (OGSM) 1994 — 1996
Masters, Business Administration
University of Alabama 1987 — 1991
BS, Finance, Investment Management
Daniel Adam's Wells Fargo Securities Experience August 2015 - Present
Job Equity Research
Industry Financial Services
Experience
Wells Fargo Securities August 2015 - Present
Family Office October 2014 - 2015
Millennium Partners March 2014 - September 2014
Visium Asset Management 2012 - 2013
Family Office 2010 - 2012
GLG Partners LP 2004 - 2009
Alkeon Capital Management September 2003 - December 2003
Credit Suisse First Boston June 2003 - August 2003
Skills
Hedge Funds, Asset Managment, Equity Research, Equities, Bloomberg, Alternative Investments, Portfolio Management
Education
New York University, Leonard N. Stern School of Business 2009 — 2011
Master of Business Administration
Tufts University 2000 — 2004
BA, Economics
Wells Fargo Securities August 2015 - Present
Family Office October 2014 - 2015
Millennium Partners March 2014 - September 2014
Visium Asset Management 2012 - 2013
Family Office 2010 - 2012
GLG Partners LP 2004 - 2009
Alkeon Capital Management September 2003 - December 2003
Credit Suisse First Boston June 2003 - August 2003
Skills
Hedge Funds, Asset Managment, Equity Research, Equities, Bloomberg, Alternative Investments, Portfolio Management
Education
New York University, Leonard N. Stern School of Business 2009 — 2011
Master of Business Administration
Tufts University 2000 — 2004
BA, Economics
J. Felix Burmeister J. Felix Burmeister's Wells Fargo Securities Experience September 2014 - Present
Job Wells Fargo Securities TMT Group
Industry Investment Banking
Experience
Wells Fargo Securities September 2014 - Present
Arbor Advisors, LLC August 2011 - August 2014
Gateway Partners, Inc. January 2009 - August 2011
Gateway Partners, Inc. July 2007 - December 2008
Collectiv Records July 2002 - July 2005
Bentley High School October 2004 - April 2005
Skills
Investment Banking, Technology Investment, Mergers, Capital Raises, Corporate Finance, Corporate Development, New Business Development, Private Equity, Entrepreneurship, Business Relationship..., Research Project..., Market Research, Strategic Planning, Strategic Thinking, German, Business Development, Valuation, Financial Modeling, Due Diligence, Venture Capital, DCF
Education
University of California, San Diego
B.A., Economics
University of California, Berkeley - Walter A. Haas School of Business
Schule Schloss Salem
Bentley School
Wells Fargo Securities September 2014 - Present
Arbor Advisors, LLC August 2011 - August 2014
Gateway Partners, Inc. January 2009 - August 2011
Gateway Partners, Inc. July 2007 - December 2008
Collectiv Records July 2002 - July 2005
Bentley High School October 2004 - April 2005
Skills
Investment Banking, Technology Investment, Mergers, Capital Raises, Corporate Finance, Corporate Development, New Business Development, Private Equity, Entrepreneurship, Business Relationship..., Research Project..., Market Research, Strategic Planning, Strategic Thinking, German, Business Development, Valuation, Financial Modeling, Due Diligence, Venture Capital, DCF
Education
University of California, San Diego
B.A., Economics
University of California, Berkeley - Walter A. Haas School of Business
Schule Schloss Salem
Bentley School
Richard Zhu's Wells Fargo Securities Experience August 2009 - Present
Job Associate | Fixed Income Sales & Trading | Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities August 2009 - Present
Hewlett-Packard May 2009 - July 2009
Goldman Sachs June 2008 - August 2008
Smith Barney June 2007 - December 2007
Skills
Financial Modeling, Financial Analysis, Investments, Bloomberg, Equities, Fixed Income, Derivatives, Alternative Investments, Structured Products
Education
University of California, Berkeley, Haas School of Business 2005 — 2009
B.S., Business Administration
Wells Fargo Securities August 2009 - Present
Hewlett-Packard May 2009 - July 2009
Goldman Sachs June 2008 - August 2008
Smith Barney June 2007 - December 2007
Skills
Financial Modeling, Financial Analysis, Investments, Bloomberg, Equities, Fixed Income, Derivatives, Alternative Investments, Structured Products
Education
University of California, Berkeley, Haas School of Business 2005 — 2009
B.S., Business Administration
Stephanie Wei, CFA Stephanie Wei, CFA's Wells Fargo Securities Experience November 1999 - Present
Job
Industry Capital Markets
Experience
Center for Asian American Media July 2015 - Present
Wells Fargo Securities November 1999 - Present
Federal Reserve Bank of NY August 1996 - August 1999
U.S. Department of State June 1995 - August 1995
Skills
Structured Products, Capital Markets, Hedge Funds, Fixed Income, Derivatives, Bloomberg, Equities, Bonds, Investment Banking, Financial Markets, Trading, Securities, Valuation, Portfolio Management, Asset Managment, Series 7, Series 63, Interest Rate..., Options, Financial Structuring, ETFs, Financial Modeling, Credit, Hedging, Equity Derivatives, Equity Research, Credit Risk, Financial Risk, Investment Advisory, Investments, Alternative Investments, Credit Derivatives, Quantitative Analytics, Commodity, Investment Strategies, Asset Allocation, Structured Finance, Emerging Markets, Swaps, Investment Management, Financial Advisory, Wealth Management
Education
Tufts University - The Fletcher School of Law and Diplomacy
MALD, Finance
University of California, Berkeley
BA, International Political Economy
Center for Asian American Media July 2015 - Present
Wells Fargo Securities November 1999 - Present
Federal Reserve Bank of NY August 1996 - August 1999
U.S. Department of State June 1995 - August 1995
Skills
Structured Products, Capital Markets, Hedge Funds, Fixed Income, Derivatives, Bloomberg, Equities, Bonds, Investment Banking, Financial Markets, Trading, Securities, Valuation, Portfolio Management, Asset Managment, Series 7, Series 63, Interest Rate..., Options, Financial Structuring, ETFs, Financial Modeling, Credit, Hedging, Equity Derivatives, Equity Research, Credit Risk, Financial Risk, Investment Advisory, Investments, Alternative Investments, Credit Derivatives, Quantitative Analytics, Commodity, Investment Strategies, Asset Allocation, Structured Finance, Emerging Markets, Swaps, Investment Management, Financial Advisory, Wealth Management
Education
Tufts University - The Fletcher School of Law and Diplomacy
MALD, Finance
University of California, Berkeley
BA, International Political Economy
Michael Clifford Michael Clifford's Wells Fargo Securities Experience September 2014 - September 2015
Job Investment Banking Associate at Leerink Partners LLC
Industry Banking
Experience
Leerink Partners LLC September 2015 - Present
Wells Fargo Securities September 2014 - September 2015
Wells Fargo Securities April 2011 - August 2014
PricewaterhouseCoopers September 2010 - April 2011
Longer Investments Inc September 2009 - May 2010
Wells Fargo May 2009 - August 2009
Kessler Collins, P.C. May 2007 - August 2007
Kessler Collins, P.C. May 2006 - August 2006
Skills
Investment Banking, Accounting, Finance, Financial Modeling, Due Diligence, Valuation, Financial Analysis, Capital Markets, Corporate Finance, Equities, Microsoft Office, Bloomberg, Microsoft Excel, Investments, Mergers & Acquisitions
Education
University of Arkansas 2006 — 2010
Financial Management & Investments, Accounting
Jesuit College Preparatory School of Dallas 2002 — 2006
Leerink Partners LLC September 2015 - Present
Wells Fargo Securities September 2014 - September 2015
Wells Fargo Securities April 2011 - August 2014
PricewaterhouseCoopers September 2010 - April 2011
Longer Investments Inc September 2009 - May 2010
Wells Fargo May 2009 - August 2009
Kessler Collins, P.C. May 2007 - August 2007
Kessler Collins, P.C. May 2006 - August 2006
Skills
Investment Banking, Accounting, Finance, Financial Modeling, Due Diligence, Valuation, Financial Analysis, Capital Markets, Corporate Finance, Equities, Microsoft Office, Bloomberg, Microsoft Excel, Investments, Mergers & Acquisitions
Education
University of Arkansas 2006 — 2010
Financial Management & Investments, Accounting
Jesuit College Preparatory School of Dallas 2002 — 2006
Ygal Cohen Ygal Cohen's Wells Fargo Securities Experience 2003 - February 2007
Job ASG Capital
Industry Investment Management
Experience
ASG Capital June 2008 - Present
Jefferies Inc. March 2007 - June 2008
Wells Fargo Securities 2003 - February 2007
Prudential Securities 1998 - 2003
Skills
Fixed Income, Investment Advisory, Asset Management, Prefered Securities,..., Investments, Portfolio Management, Fixed Income Strategies
Education
Université Paris Dauphine 1992 — 1996
Master's Degree, Finance
ASG Capital June 2008 - Present
Jefferies Inc. March 2007 - June 2008
Wells Fargo Securities 2003 - February 2007
Prudential Securities 1998 - 2003
Skills
Fixed Income, Investment Advisory, Asset Management, Prefered Securities,..., Investments, Portfolio Management, Fixed Income Strategies
Education
Université Paris Dauphine 1992 — 1996
Master's Degree, Finance
Shannon Ryan's Wells Fargo Securities Experience 2012 - Present
Job Analyst, Principal Investing Group at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities 2012 - Present
Goldman Sachs May 2012 - August 2012
New York Life Insurance Company 2011 - 2011
Education
Tulane University - A.B. Freeman School of Business 2009 — 2013
Bachelor of Science in Management, Finance, General
Wells Fargo Securities 2012 - Present
Goldman Sachs May 2012 - August 2012
New York Life Insurance Company 2011 - 2011
Education
Tulane University - A.B. Freeman School of Business 2009 — 2013
Bachelor of Science in Management, Finance, General
Ricardo M. Garcia's Wells Fargo Securities Experience October 2014 - Present
Job Managing Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities October 2014 - Present
Skills
Hedge Funds, Equities, Investment Banking, Valuation, Capital Markets, Mutual Funds, M&A experience, Alternative Investments, Equity Research, Private Equity, Bloomberg, Emerging Markets, Trading, Fixed Income, Venture Capital, Series 7, Asset Management
Education
Trinity College-Hartford 1990 — 1994
BA, Economics
Colegio Bellas Artes, Maracaibo, Venezuela 1987 — 1989
Escuela Bella Vista, Maracaibo, Venezuela
Wells Fargo Securities October 2014 - Present
Skills
Hedge Funds, Equities, Investment Banking, Valuation, Capital Markets, Mutual Funds, M&A experience, Alternative Investments, Equity Research, Private Equity, Bloomberg, Emerging Markets, Trading, Fixed Income, Venture Capital, Series 7, Asset Management
Education
Trinity College-Hartford 1990 — 1994
BA, Economics
Colegio Bellas Artes, Maracaibo, Venezuela 1987 — 1989
Escuela Bella Vista, Maracaibo, Venezuela
Anna Anderson-Barber Anna Anderson-Barber's Wells Fargo Securities Experience April 2013 - Present
Job Business Analyst at Wells Fargo Securities
Industry Information Technology and Services
Experience
Wells Fargo Securities April 2013 - Present
Martin Marietta Materials 2008 - 2008
Dominion Virginia Power 2004 - 2007
Modus Media International 2003 - 2003
Progress Energy 2001 - 2002
Buildscape 2000 - 2001
Edifecs Commerce 2000 - 2000
Atlanta Gas Light Resources 1999 - 2000
TranSettlements Network Services 1999 - 1999
EC Solutions Group, Inc 1998 - 1999
Skills
Project Management, Requirements Gathering, Data Warehousing, Requirements Analysis, Testing, SDLC, Business Analysis, Technical Analysis, Root Cause Problem..., Relationship Management, Cross-functional Team..., Functional..., Requirements Management, Technical Documentation, Deployment Strategies, Business Process..., Project Delivery, Creative Problem Solving, Vendor Management, Data Integration, Troubleshooting, SharePoint, Microsoft SQL Server, Oracle, Technical Support, Disaster Recovery, Windows, Unix, Visio, ETL Tools
Education
University of Alabama 1993 — 1996
BA
Wells Fargo Securities April 2013 - Present
Martin Marietta Materials 2008 - 2008
Dominion Virginia Power 2004 - 2007
Modus Media International 2003 - 2003
Progress Energy 2001 - 2002
Buildscape 2000 - 2001
Edifecs Commerce 2000 - 2000
Atlanta Gas Light Resources 1999 - 2000
TranSettlements Network Services 1999 - 1999
EC Solutions Group, Inc 1998 - 1999
Skills
Project Management, Requirements Gathering, Data Warehousing, Requirements Analysis, Testing, SDLC, Business Analysis, Technical Analysis, Root Cause Problem..., Relationship Management, Cross-functional Team..., Functional..., Requirements Management, Technical Documentation, Deployment Strategies, Business Process..., Project Delivery, Creative Problem Solving, Vendor Management, Data Integration, Troubleshooting, SharePoint, Microsoft SQL Server, Oracle, Technical Support, Disaster Recovery, Windows, Unix, Visio, ETL Tools
Education
University of Alabama 1993 — 1996
BA
Reggie Lang Reggie Lang'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 July 2006 - December 2008
JPMorgan 1999 - 2006
Chase Manhattan Corporation 1999 - 2003
Education
Thunderbird School of Global Management 1997 — 1999
MBA
Vanderbilt University 1990 — 1994
BA, Political Science
South Garland High School 1987 — 1990
Wells Fargo Securities January 2009 - Present
Wachovia Securities, LLC July 2006 - December 2008
JPMorgan 1999 - 2006
Chase Manhattan Corporation 1999 - 2003
Education
Thunderbird School of Global Management 1997 — 1999
MBA
Vanderbilt University 1990 — 1994
BA, Political Science
South Garland High School 1987 — 1990
Megan Ananian Megan Ananian's Wells Fargo Securities Experience June 2011 - Present
Job Public Finance Associate at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2011 - Present
The Moore School of Business August 2010 - May 2011
Teach for America August 2010 - September 2010
Bank of America June 2010 - August 2010
McGregor and Company, Certified Public Accountants January 2010 - July 2010
Scott Law Firm July 2009 - September 2009
United States Senate January 2008 - May 2008
Education
University of South Carolina - The Moore School of Business 2007 — 2011
Bachelor's Degree, Accounting, Magna Cum Laude
Universidad Internacional Menéndez Pelayo 2009 — 2009
Spanish Language and Culture
Christ Church Episcopal School 1997 — 2007
High School, College Preparatory
Wells Fargo Securities June 2011 - Present
The Moore School of Business August 2010 - May 2011
Teach for America August 2010 - September 2010
Bank of America June 2010 - August 2010
McGregor and Company, Certified Public Accountants January 2010 - July 2010
Scott Law Firm July 2009 - September 2009
United States Senate January 2008 - May 2008
Education
University of South Carolina - The Moore School of Business 2007 — 2011
Bachelor's Degree, Accounting, Magna Cum Laude
Universidad Internacional Menéndez Pelayo 2009 — 2009
Spanish Language and Culture
Christ Church Episcopal School 1997 — 2007
High School, College Preparatory
Wes Jones's Wells Fargo Securities Experience May 2006 - August 2006
Job McCombs School of Business
Industry Financial Services
Experience
Blue Sage Capital January 2015 - Present
FiveOaks ENERGY June 2011 - May 2014
Five Oaks Capital October 2010 - January 2012
DesignLine International LLC June 2007 - September 2010
Wells Fargo Securities May 2006 - August 2006
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2016
Master of Business Administration (MBA), Finance
University of North Carolina at Chapel Hill 2003 — 2007
BA, Economics
EUSA Sevilla 2006 — 2006
Blue Sage Capital January 2015 - Present
FiveOaks ENERGY June 2011 - May 2014
Five Oaks Capital October 2010 - January 2012
DesignLine International LLC June 2007 - September 2010
Wells Fargo Securities May 2006 - August 2006
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2016
Master of Business Administration (MBA), Finance
University of North Carolina at Chapel Hill 2003 — 2007
BA, Economics
EUSA Sevilla 2006 — 2006
Rick Bensignor Rick Bensignor's Wells Fargo Securities Experience 2011 - 2014
Job Managing Director, Chief Market Strategist at RF Lafferty & Co., Inc
Industry Investment Management
Experience
GLG (Gerson Lehrman Group) 2015 - Present
RF Lafferty & Co., Inc 2015 - Present
Wells Fargo Securities 2011 - 2014
Dahlman Rose & Co. 2010 - 2011
Execution Noble LLC 2009 - 2010
Bensignor Strategies, Inc. 2008 - 2010
New York University 2009 - 2009
Morgan Stanley 2000 - 2008
Bloomberg 1997 - 2000
New York University 1995 - 2000
Skills
Technical Analysis, Capital Markets, FX Options, Investments, Trading Strategies, Equities, Trading, Fixed Income, Electronic Trading, Hedging, Asset Management, Commodity, Management, Portfolio Management, Financial Modeling, Options, Analysis, Strategy, Investment Banking, Traders, Market Analysis, Alternative Investments, Bloomberg, Equity Research, Trading Systems, Hedge Funds, Investment Strategies, Securities, Derivatives, Series 7, Financial Markets, Energy
Education
State University of New York at Albany
B.S., Business Administration, Minors in both Finance and Marketing
GLG (Gerson Lehrman Group) 2015 - Present
RF Lafferty & Co., Inc 2015 - Present
Wells Fargo Securities 2011 - 2014
Dahlman Rose & Co. 2010 - 2011
Execution Noble LLC 2009 - 2010
Bensignor Strategies, Inc. 2008 - 2010
New York University 2009 - 2009
Morgan Stanley 2000 - 2008
Bloomberg 1997 - 2000
New York University 1995 - 2000
Skills
Technical Analysis, Capital Markets, FX Options, Investments, Trading Strategies, Equities, Trading, Fixed Income, Electronic Trading, Hedging, Asset Management, Commodity, Management, Portfolio Management, Financial Modeling, Options, Analysis, Strategy, Investment Banking, Traders, Market Analysis, Alternative Investments, Bloomberg, Equity Research, Trading Systems, Hedge Funds, Investment Strategies, Securities, Derivatives, Series 7, Financial Markets, Energy
Education
State University of New York at Albany
B.S., Business Administration, Minors in both Finance and Marketing
Ann Haynes Ann Haynes's Wells Fargo Securities Experience February 2013 - November 2013
Job Information Technology Professional
Industry Information Technology and Services
Experience
Wells Fargo November 2014 - Present
Wells Fargo Securities February 2013 - November 2013
Wells Fargo Securities May 2003 - February 2013
Wells Fargo Securities November 1995 - May 2003
Medaphis Corp September 1994 - November 1995
Skills
Sybase, Data Warehousing, Data Modeling, Database Administration, Database Design, Data Management, Databases, Team Leadership, Database Admin, SQL Tuning, Team Building, Resource Management, Database Tuning, Systems Analysis, Visio, Sybase SQL Anywhere, SDLC, Technical Leadership, Project Management, Disaster Recovery, Standards Compliance, Regulatory Compliance, Team Management, Management, Enterprise Architecture, Business Analysis
Education
The University of Alabama 1989 — 1994
Bachelor of Science (BS), Management Information Systems, General
University of Alabama
Bachelor of Science (B.S.), Management Information Systems, General
Wells Fargo November 2014 - Present
Wells Fargo Securities February 2013 - November 2013
Wells Fargo Securities May 2003 - February 2013
Wells Fargo Securities November 1995 - May 2003
Medaphis Corp September 1994 - November 1995
Skills
Sybase, Data Warehousing, Data Modeling, Database Administration, Database Design, Data Management, Databases, Team Leadership, Database Admin, SQL Tuning, Team Building, Resource Management, Database Tuning, Systems Analysis, Visio, Sybase SQL Anywhere, SDLC, Technical Leadership, Project Management, Disaster Recovery, Standards Compliance, Regulatory Compliance, Team Management, Management, Enterprise Architecture, Business Analysis
Education
The University of Alabama 1989 — 1994
Bachelor of Science (BS), Management Information Systems, General
University of Alabama
Bachelor of Science (B.S.), Management Information Systems, General
Roberto M. (Bobby) Ruiz Roberto M. (Bobby) Ruiz's Wells Fargo Securities Experience July 2013 - Present
Job Associate, Investment Bank at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities July 2013 - Present
Wells Fargo Securities May 2012 - August 2012
Merrill Lynch January 2007 - June 2011
Skills
Valuation, Financial Modeling, Finance, Corporate Finance, Investments, Financial Analysis, Investment Banking, Bloomberg, Capital Markets
Education
UC Berkeley Haas School of Business 2011 — 2013
MBA, Finance & Entrepreneurship
University of Tennessee-Knoxville 2003 — 2007
B.S., Finance
Wells Fargo Securities July 2013 - Present
Wells Fargo Securities May 2012 - August 2012
Merrill Lynch January 2007 - June 2011
Skills
Valuation, Financial Modeling, Finance, Corporate Finance, Investments, Financial Analysis, Investment Banking, Bloomberg, Capital Markets
Education
UC Berkeley Haas School of Business 2011 — 2013
MBA, Finance & Entrepreneurship
University of Tennessee-Knoxville 2003 — 2007
B.S., Finance
Hanna Matevosyan Hanna Matevosyan's Wells Fargo Securities Experience May 2013 - August 2013
Job M&A Analyst at Rabo Securities
Industry Investment Banking
Experience
Rabo Securities September 2015 - Present
Bank of America Merrill Lynch July 2014 - August 2015
Wells Fargo Securities May 2013 - August 2013
Ministry of Economy, Republic of Armenia May 2011 - August 2011
Associated Student Union 2010 - 2011
Education
University of California, Berkeley
Applied Mathematics
Rabo Securities September 2015 - Present
Bank of America Merrill Lynch July 2014 - August 2015
Wells Fargo Securities May 2013 - August 2013
Ministry of Economy, Republic of Armenia May 2011 - August 2011
Associated Student Union 2010 - 2011
Education
University of California, Berkeley
Applied Mathematics
Christian Eder Christian Eder's Wells Fargo Securities Experience July 2012 - August 2014
Job Senior Finance Manager at Pillow Homes
Industry Real Estate
Experience
Pillow Homes July 2015 - Present
Sunrun September 2014 - April 2015
Wells Fargo Securities July 2012 - August 2014
Jefferies & Company June 2011 - August 2011
KPMG September 2006 - February 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Due Diligence, Private Equity, M&A experience, Mergers, Corporate Finance, Investment Banking, Bloomberg, Capital IQ, Investments, Equity Research, Finance, Portfolio Management, Risk Management, Venture Capital
Education
University of California, Berkeley, Haas School of Business 2010 — 2012
MBA, Business
University of Southern California 2002 — 2006
BS, Finance, magna cum laude
Pillow Homes July 2015 - Present
Sunrun September 2014 - April 2015
Wells Fargo Securities July 2012 - August 2014
Jefferies & Company June 2011 - August 2011
KPMG September 2006 - February 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Due Diligence, Private Equity, M&A experience, Mergers, Corporate Finance, Investment Banking, Bloomberg, Capital IQ, Investments, Equity Research, Finance, Portfolio Management, Risk Management, Venture Capital
Education
University of California, Berkeley, Haas School of Business 2010 — 2012
MBA, Business
University of Southern California 2002 — 2006
BS, Finance, magna cum laude
Austin Myers, CFA Austin Myers, CFA's Wells Fargo Securities Experience September 2009 - Present
Job Fixed Income Sales
Industry Capital Markets
Experience
Wells Fargo Securities September 2009 - Present
Anderson Student Asset Management Fund April 2012 - June 2013
Wells Fargo Securities October 2007 - August 2009
Wells Fargo May 2006 - October 2007
Wells Fargo Bank August 2004 - May 2006
Skills
Fixed Income, Structured Products, MBS, Bonds, Bloomberg, High Yield, Excel, Credit, Securities, Investments, Derivatives, Microsoft Excel, Capital Markets
Education
UCLA Anderson School of Management 2011 — 2014
MBA, Finance
University of California, Santa Barbara
BA, Business Economics
Wells Fargo Securities September 2009 - Present
Anderson Student Asset Management Fund April 2012 - June 2013
Wells Fargo Securities October 2007 - August 2009
Wells Fargo May 2006 - October 2007
Wells Fargo Bank August 2004 - May 2006
Skills
Fixed Income, Structured Products, MBS, Bonds, Bloomberg, High Yield, Excel, Credit, Securities, Investments, Derivatives, Microsoft Excel, Capital Markets
Education
UCLA Anderson School of Management 2011 — 2014
MBA, Finance
University of California, Santa Barbara
BA, Business Economics
Shengwei Ding Shengwei Ding's Wells Fargo Securities Experience June 2012 - Present
Job Quant Associate at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2012 - Present
Lattice Strategies LLC March 2012 - June 2012
Berkeley MFE March 2011 - April 2012
Goldman Sachs October 2011 - January 2012
Nestle DSD October 2009 - August 2011
Leachman and Associates LLC March 2007 - February 2010
Guzik Technical Enterprises 2003 - 2007
Skills
Data Analysis, Financial Analysis, SQL, Statistics, VBA, Financial Modeling, Matlab, Analysis, Access, Java, Data Mining, SAS, Portfolio Management, C++, Visual Basic
Education
University of California, Berkeley 1999 — 2004
Ph.D., Industrial Engineering and Operations Research
Zhejiang University 1992 — 1999
Master, Electrical Engineering
Wells Fargo Securities June 2012 - Present
Lattice Strategies LLC March 2012 - June 2012
Berkeley MFE March 2011 - April 2012
Goldman Sachs October 2011 - January 2012
Nestle DSD October 2009 - August 2011
Leachman and Associates LLC March 2007 - February 2010
Guzik Technical Enterprises 2003 - 2007
Skills
Data Analysis, Financial Analysis, SQL, Statistics, VBA, Financial Modeling, Matlab, Analysis, Access, Java, Data Mining, SAS, Portfolio Management, C++, Visual Basic
Education
University of California, Berkeley 1999 — 2004
Ph.D., Industrial Engineering and Operations Research
Zhejiang University 1992 — 1999
Master, Electrical Engineering
Michael J. Opre, CFA Michael J. Opre, CFA's Wells Fargo Securities Experience 1990 - 1992
Job Portfolio Manager | Investment Officer | Wealth Manager | Investment Strategist | Global Capital Markets Expert
Industry Investment Management
Experience
SSI Investment Management November 2011 - Present
Wells Fargo Private Bank June 2008 - November 2011
Froley, Revy Investment Co. June 1998 - June 2008
Pacific Strategic Fund Group / Pegasus Holdings 1996 - 1998
Merrill Lynch 1992 - 1994
Wells Fargo Securities 1990 - 1992
Municicorp of California 1989 - 1990
Prudential Securities 1988 - 1989
Skills
Portfolio Management, Portfolio Strategy, Factset, SEI, Bloomberg, Moxy, Asset Allocation, Wealth Management, Alternative Investments, Convertible Bonds, Commodities, Equities, Fixed Income, Client Communication, Commodity, Money Management, Hedge Funds, Capital Markets, Investment Management, Bonds, Due Diligence, Mutual Funds, Investments, Risk Management, Strategy, Investment Strategies, Securities, Institutional..., Relationship Management, Retirement Planning, Wealth Management..., Equity Research, Investment Advisory, Asset Management, Financial Services, ETFs, Wealth, Financial Advisory
Education
University of California, Los Angeles - The Anderson School of Management 1994 — 1996
MBA, Finance
University of California, Los Angeles 1984 — 1989
BA, English
El Toro High School 1980 — 1984
SSI Investment Management November 2011 - Present
Wells Fargo Private Bank June 2008 - November 2011
Froley, Revy Investment Co. June 1998 - June 2008
Pacific Strategic Fund Group / Pegasus Holdings 1996 - 1998
Merrill Lynch 1992 - 1994
Wells Fargo Securities 1990 - 1992
Municicorp of California 1989 - 1990
Prudential Securities 1988 - 1989
Skills
Portfolio Management, Portfolio Strategy, Factset, SEI, Bloomberg, Moxy, Asset Allocation, Wealth Management, Alternative Investments, Convertible Bonds, Commodities, Equities, Fixed Income, Client Communication, Commodity, Money Management, Hedge Funds, Capital Markets, Investment Management, Bonds, Due Diligence, Mutual Funds, Investments, Risk Management, Strategy, Investment Strategies, Securities, Institutional..., Relationship Management, Retirement Planning, Wealth Management..., Equity Research, Investment Advisory, Asset Management, Financial Services, ETFs, Wealth, Financial Advisory
Education
University of California, Los Angeles - The Anderson School of Management 1994 — 1996
MBA, Finance
University of California, Los Angeles 1984 — 1989
BA, English
El Toro High School 1980 — 1984
Lauren Edgerton Lauren Edgerton's Wells Fargo Securities Experience July 2015 - Present
Job Healthcare Investment Banker
Industry Financial Services
Experience
Wells Fargo Securities July 2015 - Present
UBS September 2013 - June 2015
Paul Capital Partners 2013 - August 2013
Paul Capital Partners 2011 - 2013
Capital Group 2010 - 2011
Kaplan Test Prep and Admissions 2005 - 2010
Macquarie Capital Partners 2008 - 2009
Goldman Sachs 2007 - 2007
Gateway Partners, LLC 2006 - 2007
Skills
Valuation, Private Equity, Fixed Income, Financial Modeling, Financial Analysis, Venture Capital, Bloomberg, Corporate Finance, Investment Banking, Emerging Markets, Investments, Due Diligence, Equities, Finance, Capital Markets, Alternative Investments, Hedge Funds
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2010
Masters, Financial Engineering
University of California, San Diego 2004 — 2007
BA, Mathematics
Foxcroft School
Wells Fargo Securities July 2015 - Present
UBS September 2013 - June 2015
Paul Capital Partners 2013 - August 2013
Paul Capital Partners 2011 - 2013
Capital Group 2010 - 2011
Kaplan Test Prep and Admissions 2005 - 2010
Macquarie Capital Partners 2008 - 2009
Goldman Sachs 2007 - 2007
Gateway Partners, LLC 2006 - 2007
Skills
Valuation, Private Equity, Fixed Income, Financial Modeling, Financial Analysis, Venture Capital, Bloomberg, Corporate Finance, Investment Banking, Emerging Markets, Investments, Due Diligence, Equities, Finance, Capital Markets, Alternative Investments, Hedge Funds
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2010
Masters, Financial Engineering
University of California, San Diego 2004 — 2007
BA, Mathematics
Foxcroft School
Patrick McKenna's Wells Fargo Securities Experience June 2010 - June 2012
Job Senior Associate at Ernst & Young Capital Advisors, LLC
Industry Investment Banking
Experience
Ernst & Young Capital Advisors, LLC August 2015 - Present
Ernst & Young Capital Advisors, LLC August 2013 - August 2015
Ernst & Young Capital Advisors, LLC August 2012 - August 2013
Wells Fargo Securities June 2010 - June 2012
C. W. Downer & Co. May 2009 - August 2009
Meridian Capital LLC May 2008 - August 2008
Skills
Financial Modeling, Due Diligence, Investment Banking, Valuation, LBO, Capital Markets, Strategy, Portfolio Management, Equity Research, Bloomberg, Data Analysis, Financial Structuring, Analysis, DCF, Corporate Finance, Enterprise Valuation, Credit Analysis, Bond Markets, Cash Flow Forecasting, Leveraged Finance, Capital Structure, Analytical Skills, Financial Analysis, Financial Risk, Credit Risk, Contractual Agreements, Business Analysis, Distressed Debt, Debt & Equity Financing, Subordinated Debt, Mezzanine, Cash Flow Lending, Loan Origination, High Yield Bonds
Education
Tulane University - A.B. Freeman School of Business
Bachelor of Science in Management, Finance
Ernst & Young Capital Advisors, LLC August 2015 - Present
Ernst & Young Capital Advisors, LLC August 2013 - August 2015
Ernst & Young Capital Advisors, LLC August 2012 - August 2013
Wells Fargo Securities June 2010 - June 2012
C. W. Downer & Co. May 2009 - August 2009
Meridian Capital LLC May 2008 - August 2008
Skills
Financial Modeling, Due Diligence, Investment Banking, Valuation, LBO, Capital Markets, Strategy, Portfolio Management, Equity Research, Bloomberg, Data Analysis, Financial Structuring, Analysis, DCF, Corporate Finance, Enterprise Valuation, Credit Analysis, Bond Markets, Cash Flow Forecasting, Leveraged Finance, Capital Structure, Analytical Skills, Financial Analysis, Financial Risk, Credit Risk, Contractual Agreements, Business Analysis, Distressed Debt, Debt & Equity Financing, Subordinated Debt, Mezzanine, Cash Flow Lending, Loan Origination, High Yield Bonds
Education
Tulane University - A.B. Freeman School of Business
Bachelor of Science in Management, Finance
Brennon Chen Brennon Chen's Wells Fargo Securities Experience June 2014 - August 2014
Job Investment Banking Analyst at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey July 2015 - Present
Wells Fargo Securities June 2014 - August 2014
Lucid Design Group November 2013 - May 2014
Clinkle July 2013 - September 2013
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Online Marketing, Research, Microsoft Office, Event Planning, Social Media, Management, Data Analysis, Economics, Financial Modeling, Nonprofits, Leadership, Mergers & Acquisitions, Public Speaking, Photoshop, Market Research, Social Networking, Financial Analysis
Education
University of California, Berkeley 2011 — 2015
Bachelor of Arts (BA), Economics
Venice Senior High School 2007 — 2011
Houlihan Lokey July 2015 - Present
Wells Fargo Securities June 2014 - August 2014
Lucid Design Group November 2013 - May 2014
Clinkle July 2013 - September 2013
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Online Marketing, Research, Microsoft Office, Event Planning, Social Media, Management, Data Analysis, Economics, Financial Modeling, Nonprofits, Leadership, Mergers & Acquisitions, Public Speaking, Photoshop, Market Research, Social Networking, Financial Analysis
Education
University of California, Berkeley 2011 — 2015
Bachelor of Arts (BA), Economics
Venice Senior High School 2007 — 2011
Matt Darak Matt Darak's Wells Fargo Securities Experience May 2014 - Present
Job Vice President, Program Management & Execution at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities May 2014 - Present
Sapient Global Markets August 2012 - May 2014
Ernst & Young October 2010 - July 2012
US Army November 2008 - October 2010
3rd Infantry Division August 2008 - November 2008
3rd Infantry Division October 2007 - August 2008
Skills
Intelligence, Risk Management
Education
United States Military Academy at West Point 2002 — 2005
systems engineering
Wells Fargo Securities May 2014 - Present
Sapient Global Markets August 2012 - May 2014
Ernst & Young October 2010 - July 2012
US Army November 2008 - October 2010
3rd Infantry Division August 2008 - November 2008
3rd Infantry Division October 2007 - August 2008
Skills
Intelligence, Risk Management
Education
United States Military Academy at West Point 2002 — 2005
systems engineering
Maribel Saenz's Wells Fargo Securities Experience March 2014 - March 2014
Job Parliamentarian of the Hispanic Business Student Association
Industry Financial Services
Experience
Goldman Sachs June 2015 - August 2015
State Farm May 2014 - May 2015
General Mills April 2015 - April 2015
Sponsors for Educational Opportunity May 2014 - August 2014
Bank of America May 2014 - May 2014
Wells Fargo Securities March 2014 - March 2014
Altria March 2014 - March 2014
Skills
Leadership, PowerPoint, Time Management, Customer Service, Public Speaking, Microsoft Word, Determination, Teamwork, Spanish, Investment Management
Education
The University of Texas at Austin - Liberal Arts 2013 — 2016
Bachelor of Arts, Economics
The University of Texas at San Antonio 2012 — 2013
Goldman Sachs June 2015 - August 2015
State Farm May 2014 - May 2015
General Mills April 2015 - April 2015
Sponsors for Educational Opportunity May 2014 - August 2014
Bank of America May 2014 - May 2014
Wells Fargo Securities March 2014 - March 2014
Altria March 2014 - March 2014
Skills
Leadership, PowerPoint, Time Management, Customer Service, Public Speaking, Microsoft Word, Determination, Teamwork, Spanish, Investment Management
Education
The University of Texas at Austin - Liberal Arts 2013 — 2016
Bachelor of Arts, Economics
The University of Texas at San Antonio 2012 — 2013
MARC SQUIRE MARC SQUIRE's Wells Fargo Securities Experience January 2004 - Present
Job Affluent Segment Leader at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Securities January 2004 - Present
Wells Fargo 2004 - Present
Skills
Private Banking, Investment Strategies, Credit Analysis, High Net Worth...
Education
State University of New York at Albany 1998 — 2002
Bachelor of Science (B.S.), Accounting and Finance
Wells Fargo Securities January 2004 - Present
Wells Fargo 2004 - Present
Skills
Private Banking, Investment Strategies, Credit Analysis, High Net Worth...
Education
State University of New York at Albany 1998 — 2002
Bachelor of Science (B.S.), Accounting and Finance
Brett Musser's Wells Fargo Securities Experience June 2013 - August 2013
Job J.D. Candidate, University of San Diego School of Law
Industry Legal Services
Experience
Zeta Beta Tau November 2012 - November 2013
Wells Fargo Securities June 2013 - August 2013
Morgan Stanley June 2012 - August 2012
Skills
Microsoft Excel, Public Speaking, Interpersonal..., Leadership, Financial Modeling, Analysis, Capital IQ, Project Management, Event Planning, Bloomberg Terminal, Social Media, Corporate Finance, Customer Service, Entrepreneurship, Investments, Marketing Strategy, Mergers & Acquisitions, Microsoft Office, PowerPoint
Education
University of San Diego School of Law 2015 — 2018
Juris Doctor (J.D.)
UF Hough Graduate School of Business 2014 — 2015
Master’s Degree, Finance
University of Florida 2010 — 2014
Bachelor of Science, Finance
Zeta Beta Tau November 2012 - November 2013
Wells Fargo Securities June 2013 - August 2013
Morgan Stanley June 2012 - August 2012
Skills
Microsoft Excel, Public Speaking, Interpersonal..., Leadership, Financial Modeling, Analysis, Capital IQ, Project Management, Event Planning, Bloomberg Terminal, Social Media, Corporate Finance, Customer Service, Entrepreneurship, Investments, Marketing Strategy, Mergers & Acquisitions, Microsoft Office, PowerPoint
Education
University of San Diego School of Law 2015 — 2018
Juris Doctor (J.D.)
UF Hough Graduate School of Business 2014 — 2015
Master’s Degree, Finance
University of Florida 2010 — 2014
Bachelor of Science, Finance
Robert Yu's Wells Fargo Securities Experience July 2015 - Present
Job Investment Banking Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities July 2015 - Present
UC Berkeley January 2015 - May 2015
Lester Center for Entrepreneurship June 2013 - May 2015
Wells Fargo Securities June 2014 - August 2014
Morgan Stanley Wealth Management May 2013 - August 2013
Internal Revenue Service January 2013 - March 2013
Habitat for Humanity Portland/Metro East June 2011 - August 2011
Education
University of California, Berkeley, Haas School of Business 2011 — 2015
Bachelor of Science (B.S.), Business Administration
University of California, Berkeley 2011 — 2015
Bachelor of Arts (B.A.), Psychology
Clackamas High School 2007 — 2011
Wells Fargo Securities July 2015 - Present
UC Berkeley January 2015 - May 2015
Lester Center for Entrepreneurship June 2013 - May 2015
Wells Fargo Securities June 2014 - August 2014
Morgan Stanley Wealth Management May 2013 - August 2013
Internal Revenue Service January 2013 - March 2013
Habitat for Humanity Portland/Metro East June 2011 - August 2011
Education
University of California, Berkeley, Haas School of Business 2011 — 2015
Bachelor of Science (B.S.), Business Administration
University of California, Berkeley 2011 — 2015
Bachelor of Arts (B.A.), Psychology
Clackamas High School 2007 — 2011
Harsimran Singh Harsimran Singh's Wells Fargo Securities Experience June 2013 - August 2013
Job Investment Banking Analyst at Macquarie Capital
Industry Investment Banking
Experience
Macquarie Group June 2014 - August 2014
Enactus UC Berkeley Chapter August 2012 - December 2013
Wells Fargo Securities June 2013 - August 2013
Federal Home Loan Bank of San Francisco June 2012 - January 2013
Skills
Microsoft Office, Microsoft Excel, Financial Analysis, Entrepreneurship, Business Planning, Finance, Analysis, PowerPoint, Nonprofits, Fixed Income Analysis, High Yield Bonds, Financial Modeling, Credit Risk, Investment Banking, Valuation, Leadership, Corporate Finance, Data Analysis, Research, Investments, Portfolio Management, Mergers & Acquisitions, Management, Due Diligence, Economics, Credit, Accounting
Education
University of California, Berkeley 2010 — 2014
Bachelor of Arts (BA), Economics (Finance)
Castro Valley High School 2006 — 2010
Macquarie Group June 2014 - August 2014
Enactus UC Berkeley Chapter August 2012 - December 2013
Wells Fargo Securities June 2013 - August 2013
Federal Home Loan Bank of San Francisco June 2012 - January 2013
Skills
Microsoft Office, Microsoft Excel, Financial Analysis, Entrepreneurship, Business Planning, Finance, Analysis, PowerPoint, Nonprofits, Fixed Income Analysis, High Yield Bonds, Financial Modeling, Credit Risk, Investment Banking, Valuation, Leadership, Corporate Finance, Data Analysis, Research, Investments, Portfolio Management, Mergers & Acquisitions, Management, Due Diligence, Economics, Credit, Accounting
Education
University of California, Berkeley 2010 — 2014
Bachelor of Arts (BA), Economics (Finance)
Castro Valley High School 2006 — 2010
David Bao David Bao's Wells Fargo Securities Experience November 2011 - February 2014
Job Private Equity Associate at The Riverside Company
Industry Venture Capital & Private Equity
Experience
Lazard Frères & Co March 2014 - May 2015
Wells Fargo Securities November 2011 - February 2014
PwC September 2010 - November 2011
Education
University of California, Berkeley 2006 — 2009
Bachelor's Degree, Economics
Lazard Frères & Co March 2014 - May 2015
Wells Fargo Securities November 2011 - February 2014
PwC September 2010 - November 2011
Education
University of California, Berkeley 2006 — 2009
Bachelor's Degree, Economics
Ron Suber Ron Suber's Wells Fargo Securities Experience August 2012 - January 2013
Job President at Prosper Marketplace
Industry Financial Services
Experience
Prosper Marketplace March 2014 - Present
Prosper Marketplace January 2013 - March 2014
HazelTree Fund Services June 2011 - July 2013
Wells Fargo Securities August 2012 - January 2013
Merlin Securities April 2008 - July 2012
Spectrum Global Fund Administration July 2006 - April 2008
Bear Stearns July 1992 - June 2006
Pershing June 1986 - June 1991
Education
University of California, Berkeley 1983 — 1986
BA, Economics
University of California, San Diego 1982 — 1983
Prosper Marketplace March 2014 - Present
Prosper Marketplace January 2013 - March 2014
HazelTree Fund Services June 2011 - July 2013
Wells Fargo Securities August 2012 - January 2013
Merlin Securities April 2008 - July 2012
Spectrum Global Fund Administration July 2006 - April 2008
Bear Stearns July 1992 - June 2006
Pershing June 1986 - June 1991
Education
University of California, Berkeley 1983 — 1986
BA, Economics
University of California, San Diego 1982 — 1983
Nick Papadakis's Wells Fargo Securities Experience June 2014 - August 2015
Job Investment Banking Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2015 - Present
Wells Fargo Securities June 2014 - August 2015
Piper Jaffray May 2013 - August 2013
Education
University of California, Berkeley, Haas School of Business 2012 — 2014
Bachelor of Science (BS), Business Administration, Finance
Redwood High School
J.P. Morgan September 2015 - Present
Wells Fargo Securities June 2014 - August 2015
Piper Jaffray May 2013 - August 2013
Education
University of California, Berkeley, Haas School of Business 2012 — 2014
Bachelor of Science (BS), Business Administration, Finance
Redwood High School
Harvey Williams Harvey Williams's Wells Fargo Securities Experience 2014 - Present
Job Investment Banking Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities 2014 - Present
Wells Fargo May 2013 - August 2013
Stratfor May 2012 - August 2012
U.S. House of Representatives May 2011 - August 2011
CoCo View Resort June 2010 - August 2010
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Research, Data Analysis, Congressional Affairs, Corporate Finance, Valuation, Microsoft Office, Capital IQ, Public Speaking, Leadership, Investment Banking
Education
UC Berkeley 2010 — 2014
Bachelor of Science (B.S.), Business Administration
Wells Fargo Securities 2014 - Present
Wells Fargo May 2013 - August 2013
Stratfor May 2012 - August 2012
U.S. House of Representatives May 2011 - August 2011
CoCo View Resort June 2010 - August 2010
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Research, Data Analysis, Congressional Affairs, Corporate Finance, Valuation, Microsoft Office, Capital IQ, Public Speaking, Leadership, Investment Banking
Education
UC Berkeley 2010 — 2014
Bachelor of Science (B.S.), Business Administration
Danielle Ferguson Danielle Ferguson's Wells Fargo Securities Experience June 2008 - June 2013
Job
Industry Financial Services
Experience
Wells Fargo Securities June 2008 - June 2013
Bear Stearns May 2007 - August 2007
UBS Global Asset Management December 2006 - January 2007
Education
Tufts University 2004 — 2008
BA
Wells Fargo Securities June 2008 - June 2013
Bear Stearns May 2007 - August 2007
UBS Global Asset Management December 2006 - January 2007
Education
Tufts University 2004 — 2008
BA
Christian Di Scala Christian Di Scala's Wells Fargo Securities Experience June 2015 - August 2015
Job Student at the University of San Diego
Industry Investment Banking
Experience
Wells Fargo Securities June 2015 - August 2015
W Partners April 2014 - December 2014
Pontus Capital November 2013 - March 2014
Bank of America Merrill Lynch June 2013 - August 2013
Skills
Equities, Financial Analysis, Financial Advisory, Financial Modeling, Capital IQ, DCF Valuation
Education
University of San Diego 2012 — 2016
Università Commerciale 'Luigi Bocconi' 2015 — 2015
Olympia High School 2009 — 2012
Kubasaki High School 2008 — 2008
Wells Fargo Securities June 2015 - August 2015
W Partners April 2014 - December 2014
Pontus Capital November 2013 - March 2014
Bank of America Merrill Lynch June 2013 - August 2013
Skills
Equities, Financial Analysis, Financial Advisory, Financial Modeling, Capital IQ, DCF Valuation
Education
University of San Diego 2012 — 2016
Università Commerciale 'Luigi Bocconi' 2015 — 2015
Olympia High School 2009 — 2012
Kubasaki High School 2008 — 2008
Gina Rodriguez Gina Rodriguez's Wells Fargo Securities Experience August 2012 - April 2015
Job Vice President at Wells Fargo Prime Services LLC
Industry Financial Services
Experience
Wells Fargo Securities August 2012 - April 2015
Merlin Securities July 2010 - July 2012
Shumway Capital November 2006 - July 2010
Robert Half International January 2004 - September 2006
Skills
Microsoft Excel, Event Planning, Equities, Fixed Income, Alternative Investments, Hedge Funds, Bloomberg, Capital Markets, Equity Research, Options
Education
University of California, Berkeley
Bachelors, English Language and Literature/Letters
Wells Fargo Securities August 2012 - April 2015
Merlin Securities July 2010 - July 2012
Shumway Capital November 2006 - July 2010
Robert Half International January 2004 - September 2006
Skills
Microsoft Excel, Event Planning, Equities, Fixed Income, Alternative Investments, Hedge Funds, Bloomberg, Capital Markets, Equity Research, Options
Education
University of California, Berkeley
Bachelors, English Language and Literature/Letters
Jonathan Le Jonathan Le's Wells Fargo Securities Experience August 2015 - Present
Job Investment Banking Associate at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities August 2015 - Present
Ashbay Capital May 2014 - August 2014
ShawSpring Partners LLC July 2013 - August 2013
PwC August 2008 - July 2013
Skills
Valuation, Financial Modeling, Business Valuation, Financial Analysis, Private Equity, Purchase Price..., DCF, Corporate Finance, Fair Value, M&A experience, Intangible Assets, Big 4, Mergers, FAS 157, Variance Analysis, Chartered Financial..., Energy, Power Utilities, Oil & Gas Industry, ban, Mergers & Acquisitions, SEC filings, US GAAP, Consolidation, IFRS, SEC Filings, Finance, Investments, Investment Banking, Strategy
Education
NYU Stern School of Business 2013 — 2015
Master of Business Administration (MBA), Finance and Strategy
The University of Texas at Austin - Red McCombs School of Business 2004 — 2008
Bachelors of Business Administration, Finance, Accounting
Wells Fargo Securities August 2015 - Present
Ashbay Capital May 2014 - August 2014
ShawSpring Partners LLC July 2013 - August 2013
PwC August 2008 - July 2013
Skills
Valuation, Financial Modeling, Business Valuation, Financial Analysis, Private Equity, Purchase Price..., DCF, Corporate Finance, Fair Value, M&A experience, Intangible Assets, Big 4, Mergers, FAS 157, Variance Analysis, Chartered Financial..., Energy, Power Utilities, Oil & Gas Industry, ban, Mergers & Acquisitions, SEC filings, US GAAP, Consolidation, IFRS, SEC Filings, Finance, Investments, Investment Banking, Strategy
Education
NYU Stern School of Business 2013 — 2015
Master of Business Administration (MBA), Finance and Strategy
The University of Texas at Austin - Red McCombs School of Business 2004 — 2008
Bachelors of Business Administration, Finance, Accounting
Harrison Hyde Harrison Hyde's Wells Fargo Securities Experience July 2013 - Present
Job Asset Backed Finance Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities July 2013 - Present
The University of Alabama September 2012 - June 2013
Polaroid Eyewear May 2011 - July 2011
University of Alabama June 2010 - April 2011
Skills
Accounting, Microsoft Excel, Marketing, Microsoft Office, Analysis, Finance, Data Analysis, PowerPoint, Financial Modeling, Microsoft Word
Education
University of Alabama 2012 — 2013
Master of Science (MS), Finance
University of Alabama 2008 — 2012
BS, Finance, Investment Management
Wells Fargo Securities July 2013 - Present
The University of Alabama September 2012 - June 2013
Polaroid Eyewear May 2011 - July 2011
University of Alabama June 2010 - April 2011
Skills
Accounting, Microsoft Excel, Marketing, Microsoft Office, Analysis, Finance, Data Analysis, PowerPoint, Financial Modeling, Microsoft Word
Education
University of Alabama 2012 — 2013
Master of Science (MS), Finance
University of Alabama 2008 — 2012
BS, Finance, Investment Management
Timothy DeGrange Timothy DeGrange's Wells Fargo Securities Experience June 2010 - August 2010
Job Associate Director at Temasek
Industry Venture Capital & Private Equity
Experience
Temasek May 2014 - Present
Battery Ventures August 2013 - May 2014
Lazard Freres & Co. June 2011 - June 2013
KKR September 2010 - December 2010
Wells Fargo Securities June 2010 - August 2010
Berkeley Ventures June 2009 - August 2009
Skills
Capital IQ, Investment Banking, Valuation, LBO, Financial Modeling, Due Diligence, Economics, Bloomberg, M&A experience, Mergers & Acquisitions, Equity Research, Venture Capital, Corporate Finance, Private Equity, Capital Markets
Education
University of California, Berkeley 2007 — 2011
B.A., Economics, Statistics
Leigh High School 2003 — 2007
Temasek May 2014 - Present
Battery Ventures August 2013 - May 2014
Lazard Freres & Co. June 2011 - June 2013
KKR September 2010 - December 2010
Wells Fargo Securities June 2010 - August 2010
Berkeley Ventures June 2009 - August 2009
Skills
Capital IQ, Investment Banking, Valuation, LBO, Financial Modeling, Due Diligence, Economics, Bloomberg, M&A experience, Mergers & Acquisitions, Equity Research, Venture Capital, Corporate Finance, Private Equity, Capital Markets
Education
University of California, Berkeley 2007 — 2011
B.A., Economics, Statistics
Leigh High School 2003 — 2007
Alan Donatiello, CFA's Wells Fargo Securities Experience March 2013 - Present
Job Associate Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities March 2013 - Present
Wells Fargo Advisors February 2012 - March 2013
Noble Financial August 2010 - December 2011
Fiduciary Asset Management July 2009 - February 2010
Skills
Microsoft Office, Financial Modeling, Equity Research, Technical Analysis, Fundamental Research, Analytics
Education
Truman State University 2005 — 2009
Finance, Business
Wells Fargo Securities March 2013 - Present
Wells Fargo Advisors February 2012 - March 2013
Noble Financial August 2010 - December 2011
Fiduciary Asset Management July 2009 - February 2010
Skills
Microsoft Office, Financial Modeling, Equity Research, Technical Analysis, Fundamental Research, Analytics
Education
Truman State University 2005 — 2009
Finance, Business
Charlie Wheatley Charlie Wheatley's Wells Fargo Securities Experience September 2013 - Present
Job Investment Banking Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities September 2013 - Present
Founders Investment Banking September 2012 - September 2013
UBS Wealth Management June 2012 - August 2012
Phi Gamma Delta January 2011 - January 2012
Sanitary Fish Market May 2008 - August 2008
Education
University of Alabama 2008 — 2012
BS, Finance/Economics/Accounting
New York Institute of Finance 2009 — 2011
Professional Certificate of Capital Markets
Cimba Study Abroad Program 2010 — 2010
Charlotte Country Day School 1994 — 2008
Wells Fargo Securities September 2013 - Present
Founders Investment Banking September 2012 - September 2013
UBS Wealth Management June 2012 - August 2012
Phi Gamma Delta January 2011 - January 2012
Sanitary Fish Market May 2008 - August 2008
Education
University of Alabama 2008 — 2012
BS, Finance/Economics/Accounting
New York Institute of Finance 2009 — 2011
Professional Certificate of Capital Markets
Cimba Study Abroad Program 2010 — 2010
Charlotte Country Day School 1994 — 2008
Ben Hendrix Ben Hendrix's Wells Fargo Securities Experience July 2011 - August 2012
Job Research Associate at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets January 2013 - Present
Wells Fargo Securities July 2011 - August 2012
UBS Investment Bank September 2009 - June 2011
INVESCO Institutional (N.A.), Inc. May 2004 - March 2007
Skills
Investment Banking, Restructuring, Leveraged Finance, Financial Modeling, Valuation, Equities, Financial Analysis, Capital Markets, Corporate Finance, Fixed Income, Bloomberg, Investments
Education
Vanderbilt University - Owen Graduate School of Management 2007 — 2009
MBA, Finance and Accounting
Tulane University - A.B. Freeman School of Business 1997 — 2001
BSM, Finance and Accounting
RBC Capital Markets January 2013 - Present
Wells Fargo Securities July 2011 - August 2012
UBS Investment Bank September 2009 - June 2011
INVESCO Institutional (N.A.), Inc. May 2004 - March 2007
Skills
Investment Banking, Restructuring, Leveraged Finance, Financial Modeling, Valuation, Equities, Financial Analysis, Capital Markets, Corporate Finance, Fixed Income, Bloomberg, Investments
Education
Vanderbilt University - Owen Graduate School of Management 2007 — 2009
MBA, Finance and Accounting
Tulane University - A.B. Freeman School of Business 1997 — 2001
BSM, Finance and Accounting
Brad Pritchard Brad Pritchard's Wells Fargo Securities Experience 2005 - 2011
Job Managing Director at Tennenbaum Capital Partners, LLC
Industry Venture Capital & Private Equity
Experience
Tennenbaum Capital Partners, LLC May 2014 - Present
Hercules Technology Growth Capital 2011 - 2014
Wells Fargo Securities 2005 - 2011
Skills
Venture Capital, Finance, Growth Capital, Private Equity, Equities, Valuation, Corporate Development, Strategy, Investment Banking, Mergers & Acquisitions, Loans, Due Diligence
Education
University of California, Berkeley
BA
University of Pennsylvania - The Wharton School
MBA
Tennenbaum Capital Partners, LLC May 2014 - Present
Hercules Technology Growth Capital 2011 - 2014
Wells Fargo Securities 2005 - 2011
Skills
Venture Capital, Finance, Growth Capital, Private Equity, Equities, Valuation, Corporate Development, Strategy, Investment Banking, Mergers & Acquisitions, Loans, Due Diligence
Education
University of California, Berkeley
BA
University of Pennsylvania - The Wharton School
MBA
Mareeh Huey's Wells Fargo Securities Experience July 2008 - September 2009
Job Business Development Manager
Industry Online Media
Experience
Google March 2014 - Present
Yahoo! - RightMedia July 2011 - March 2014
Wells Fargo Bank January 2010 - August 2011
Wells Fargo Securities July 2008 - September 2009
Wells Fargo August 2007 - July 2008
Citigroup-Smith Barney June 2006 - January 2007
Skills
Business Development, Strategy, Competitive Analysis, Online Advertising, Analytics, Project Management, Ad Exchanges, RTB, Finance, Strategic Partnerships, Business Strategy, Positive Can-do Attitude, Account Management, Sales, Salesforce.com, Go-to-market Strategy, Corporate Finance, SEM, Google Adwords, Google Analytics
Education
University of California, Berkeley
Double Major in Economics and Legal Studies
Google March 2014 - Present
Yahoo! - RightMedia July 2011 - March 2014
Wells Fargo Bank January 2010 - August 2011
Wells Fargo Securities July 2008 - September 2009
Wells Fargo August 2007 - July 2008
Citigroup-Smith Barney June 2006 - January 2007
Skills
Business Development, Strategy, Competitive Analysis, Online Advertising, Analytics, Project Management, Ad Exchanges, RTB, Finance, Strategic Partnerships, Business Strategy, Positive Can-do Attitude, Account Management, Sales, Salesforce.com, Go-to-market Strategy, Corporate Finance, SEM, Google Adwords, Google Analytics
Education
University of California, Berkeley
Double Major in Economics and Legal Studies
Mathew Salter, CFA Mathew Salter, CFA's Wells Fargo Securities Experience October 2010 - July 2014
Job Portfolio Manager at Cisco
Industry Investment Banking
Experience
Cisco September 2014 - Present
Wells Fargo Securities October 2010 - July 2014
Oppenheimer & Co January 2010 - October 2010
Thomas Weisel Partners July 2007 - February 2008
East Peak Advisors April 2005 - June 2007
Skills
Investment Banking, Capital Markets, Financial Modeling, Mergers & Acquisitions, IPO, Private Equity, Venture Capital, Corporate Development, Valuation, Equity Research, Mergers, Private Placements, Equities, Investments, Digital Media, Investor Relations, Leveraged Finance, Due Diligence, DCF, Finance, Corporate Finance, Charitable Remainder..., Cultural Institutions, Prison Ministry, Red Carpet, M&A experience, Portfolio Management, LBO, Trading, Portfolio Performance..., Performance Attribution, Risk Analysis, Treasury Management
Education
University of California, Berkeley, Haas School of Business 1997 — 2001
B.S., Business Administration
Cisco September 2014 - Present
Wells Fargo Securities October 2010 - July 2014
Oppenheimer & Co January 2010 - October 2010
Thomas Weisel Partners July 2007 - February 2008
East Peak Advisors April 2005 - June 2007
Skills
Investment Banking, Capital Markets, Financial Modeling, Mergers & Acquisitions, IPO, Private Equity, Venture Capital, Corporate Development, Valuation, Equity Research, Mergers, Private Placements, Equities, Investments, Digital Media, Investor Relations, Leveraged Finance, Due Diligence, DCF, Finance, Corporate Finance, Charitable Remainder..., Cultural Institutions, Prison Ministry, Red Carpet, M&A experience, Portfolio Management, LBO, Trading, Portfolio Performance..., Performance Attribution, Risk Analysis, Treasury Management
Education
University of California, Berkeley, Haas School of Business 1997 — 2001
B.S., Business Administration
Renauld Buck Renauld Buck's Wells Fargo Securities Experience February 2014 - Present
Job Administrative Assistant at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities February 2014 - Present
New York Methodist Hospital October 2012 - February 2014
Albany Medical Center June 2009 - September 2012
Albany Medical Center July 2008 - September 2012
Skills
Outlook, Microsoft Word, Social Networking, Microsoft Excel, Telephone Skills, Customer Service, Process Scheduler
Education
SUNY Albany 2004 — 2008
Bachelors of Arts, Communications
SUNY Albany 2004 — 2008
Bachelors of Arts, History
Wells Fargo Securities February 2014 - Present
New York Methodist Hospital October 2012 - February 2014
Albany Medical Center June 2009 - September 2012
Albany Medical Center July 2008 - September 2012
Skills
Outlook, Microsoft Word, Social Networking, Microsoft Excel, Telephone Skills, Customer Service, Process Scheduler
Education
SUNY Albany 2004 — 2008
Bachelors of Arts, Communications
SUNY Albany 2004 — 2008
Bachelors of Arts, History
Ryan Stash's Wells Fargo Securities Experience March 2015 - Present
Job
Industry Investment Banking
Experience
Wells Fargo Securities March 2015 - Present
Wells Fargo Securities March 2011 - Present
Wells Fargo Securities June 2007 - March 2011
Focus Strategies September 2006 - December 2006
Wachovia Securities June 2006 - August 2006
Prime New Ventures January 2006 - May 2006
Hewlett-Packard March 2004 - March 2005
Ernst & Young 2000 - 2004
Skills
Corporate Finance, Energy, Financial Modeling, Valuation, Capital Markets, Investment Banking, Mergers, Equities, Financial Analysis, Finance, Financial Reporting, Financial Advisory, M, Financial Accounting, Private Equity
Education
The University of Texas at Austin - Red McCombs School of Business 2005 — 2007
MBA
The University of Texas at Austin - Red McCombs School of Business 1995 — 2000
MPA/BBA
Wells Fargo Securities March 2015 - Present
Wells Fargo Securities March 2011 - Present
Wells Fargo Securities June 2007 - March 2011
Focus Strategies September 2006 - December 2006
Wachovia Securities June 2006 - August 2006
Prime New Ventures January 2006 - May 2006
Hewlett-Packard March 2004 - March 2005
Ernst & Young 2000 - 2004
Skills
Corporate Finance, Energy, Financial Modeling, Valuation, Capital Markets, Investment Banking, Mergers, Equities, Financial Analysis, Finance, Financial Reporting, Financial Advisory, M, Financial Accounting, Private Equity
Education
The University of Texas at Austin - Red McCombs School of Business 2005 — 2007
MBA
The University of Texas at Austin - Red McCombs School of Business 1995 — 2000
MPA/BBA
Apurva Shah's Wells Fargo Securities Experience May 2008 - Present
Job
Industry Investment Banking
Experience
Wells Fargo Securities May 2008 - Present
eBay Inc July 2005 - May 2007
BroadVision October 2000 - July 2005
Skills
Mergers, Acquisitions, Financial Modeling, Entrepreneurship, Equity Research, Restructuring, Mergers & Acquisitions, Investment Banking, Valuation, Corporate Finance, Portfolio Management, Business Development, Venture Capital, Private Equity, Cross-functional Team..., Finance, Management, Due Diligence
Education
University of California, Berkeley, Haas School of Business
MBA, Finance
University of Toledo
MS, Civil Engineering
University of Mumbai
BS, Civil Engineering
Wells Fargo Securities May 2008 - Present
eBay Inc July 2005 - May 2007
BroadVision October 2000 - July 2005
Skills
Mergers, Acquisitions, Financial Modeling, Entrepreneurship, Equity Research, Restructuring, Mergers & Acquisitions, Investment Banking, Valuation, Corporate Finance, Portfolio Management, Business Development, Venture Capital, Private Equity, Cross-functional Team..., Finance, Management, Due Diligence
Education
University of California, Berkeley, Haas School of Business
MBA, Finance
University of Toledo
MS, Civil Engineering
University of Mumbai
BS, Civil Engineering
Shahin Khezri's Wells Fargo Securities Experience July 2012 - July 2013
Job Associate Goldman Sachs
Industry Banking
Experience
Goldman Sachs August 2013 - Present
Wells Fargo Securities July 2012 - July 2013
Wells Fargo February 2012 - July 2012
Wells Fargo April 2009 - February 2012
Travelers May 2007 - February 2009
Skills
Credit, Financial Analysis, Insurance, Value Investing, Underwriting, Commercial Banking, Investment Strategies, Analysis, Business Development, Credit Analysis, Farsi, Finance, Financial Modeling, Financial Risk, Loans, Portfolio Management
Education
University of Texas at San Antonio 2003 — 2006
BBA, Finance
Goldman Sachs August 2013 - Present
Wells Fargo Securities July 2012 - July 2013
Wells Fargo February 2012 - July 2012
Wells Fargo April 2009 - February 2012
Travelers May 2007 - February 2009
Skills
Credit, Financial Analysis, Insurance, Value Investing, Underwriting, Commercial Banking, Investment Strategies, Analysis, Business Development, Credit Analysis, Farsi, Finance, Financial Modeling, Financial Risk, Loans, Portfolio Management
Education
University of Texas at San Antonio 2003 — 2006
BBA, Finance
Jeff Lew's Wells Fargo Securities Experience October 2002 - August 2005
Job Vice President, Legal & Compliance at PIMCO
Industry Investment Management
Experience
PIMCO March 2015 - Present
BlackRock August 2005 - February 2015
Wells Fargo Securities October 2002 - August 2005
Robertson Stephens January 1997 - July 2002
Skills
Investment Management, Asset Management, Securities Regulation, Securities, CFTC, NFA, SEC, FINRA, Trading, Portfolio Management, Equities, Fixed Income, Capital Markets, Commodity Markets, Commodity Pools, Derivatives, Dodd-Frank, Alternative Investments, Hedge Funds, Private Equity, ETFs, Mutual Funds, Series 3, Series 7, Series 24, Series 53, Series 55, Series 63, Series 65, Financial Markets, Securities Lending, Risk Management, Financial Services
Education
University of California, Berkeley 1992 — 1996
Bachelor of Arts (B.A.), Political Science
PIMCO March 2015 - Present
BlackRock August 2005 - February 2015
Wells Fargo Securities October 2002 - August 2005
Robertson Stephens January 1997 - July 2002
Skills
Investment Management, Asset Management, Securities Regulation, Securities, CFTC, NFA, SEC, FINRA, Trading, Portfolio Management, Equities, Fixed Income, Capital Markets, Commodity Markets, Commodity Pools, Derivatives, Dodd-Frank, Alternative Investments, Hedge Funds, Private Equity, ETFs, Mutual Funds, Series 3, Series 7, Series 24, Series 53, Series 55, Series 63, Series 65, Financial Markets, Securities Lending, Risk Management, Financial Services
Education
University of California, Berkeley 1992 — 1996
Bachelor of Arts (B.A.), Political Science
Ashkan Zarnighian's Wells Fargo Securities Experience August 2010 - August 2011
Job Assistant Vice President at CIT
Industry Financial Services
Experience
CIT August 2011 - Present
Wells Fargo Securities August 2010 - August 2011
PricewaterhouseCoopers June 2009 - August 2009
Marquis Jet May 2007 - August 2007
World Financial Group June 2006 - June 2007
Skills
Corporate Finance, Finance, Mergers & Acquisitions, Competitive Analysis, Analysis, Valuation, Investments, Credit Analysis, Portfolio Management, Accounting, Strategic Financial..., Financial Modeling, Financial Analysis, Data Analysis
Education
UCLA Anderson School of Management 2015 — 2018
Master of Business Administration (MBA)
University of California, Berkeley - Walter A. Haas School of Business 2006 — 2010
B.Sc., Business Administration, GPA of 3.82 / 4.00
Santa Monica High School
Santa Monica High School
Santa Monica High School
CIT August 2011 - Present
Wells Fargo Securities August 2010 - August 2011
PricewaterhouseCoopers June 2009 - August 2009
Marquis Jet May 2007 - August 2007
World Financial Group June 2006 - June 2007
Skills
Corporate Finance, Finance, Mergers & Acquisitions, Competitive Analysis, Analysis, Valuation, Investments, Credit Analysis, Portfolio Management, Accounting, Strategic Financial..., Financial Modeling, Financial Analysis, Data Analysis
Education
UCLA Anderson School of Management 2015 — 2018
Master of Business Administration (MBA)
University of California, Berkeley - Walter A. Haas School of Business 2006 — 2010
B.Sc., Business Administration, GPA of 3.82 / 4.00
Santa Monica High School
Santa Monica High School
Santa Monica High School
Westley White's Wells Fargo Securities Experience July 2007 - Present
Job Vice President at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities July 2007 - Present
US Army May 2000 - May 2005
Skills
Banking, Bloomberg, Capital Markets, Financial Analysis, Financial Modeling, Valuation, Leveraged Finance, Loans, Equities, Operations Management
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2007
MBA, Finance
United States Military Academy at West Point 1996 — 2000
BS, Economics
Wells Fargo Securities July 2007 - Present
US Army May 2000 - May 2005
Skills
Banking, Bloomberg, Capital Markets, Financial Analysis, Financial Modeling, Valuation, Leveraged Finance, Loans, Equities, Operations Management
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2007
MBA, Finance
United States Military Academy at West Point 1996 — 2000
BS, Economics
Brian Schelter's Wells Fargo Securities Experience June 2010 - Present
Job Fixed Income Trader Wells Fargo Securities, Principal Investments
Industry Investment Management
Experience
Wells Fargo Securities June 2010 - Present
Union Bank January 2001 - May 2010
Skills
Bonds, Fixed Income, Capital Markets, High Yield, Credit Analysis, Bloomberg, Alternative Investments, Asset Management, Asset Allocation, Credit Derivatives, Corporate Finance, Equities, Due Diligence, Financial Markets, FX Options, Hedge Funds, Investment Banking, Leveraged Finance, Investments, Private Equity, Market Risk, Series 7, Securities, Structured Products, Structured Finance, Valuation, Trading
Education
University of California, Los Angeles - The Anderson School of Management 2006 — 2009
Master of Business Administration (M.B.A.), Finance, General
University of California, Los Angeles 1996 — 2000
BS, Math
Wells Fargo Securities June 2010 - Present
Union Bank January 2001 - May 2010
Skills
Bonds, Fixed Income, Capital Markets, High Yield, Credit Analysis, Bloomberg, Alternative Investments, Asset Management, Asset Allocation, Credit Derivatives, Corporate Finance, Equities, Due Diligence, Financial Markets, FX Options, Hedge Funds, Investment Banking, Leveraged Finance, Investments, Private Equity, Market Risk, Series 7, Securities, Structured Products, Structured Finance, Valuation, Trading
Education
University of California, Los Angeles - The Anderson School of Management 2006 — 2009
Master of Business Administration (M.B.A.), Finance, General
University of California, Los Angeles 1996 — 2000
BS, Math
Rajesh Thundil's Wells Fargo Securities Experience April 2012 - Present
Job Sr. Developer at Wells Fargo Securities
Industry Computer Software
Experience
Wells Fargo Securities April 2012 - Present
RBC Capital Markets August 2009 - April 2012
Dow Jones March 2008 - August 2009
TAC Worldwide Companies May 2004 - March 2008
NYSE 2005 - 2007
Oracle 2001 - 2004
PricewaterhouseCoopers 1999 - 2000
Tata Electric Companies R&D 1997 - 1999
Skills
Agile Methodologies, Java, SDLC, SQL, Software Project..., Electronic Trading, Trading Systems, Low Latency, Unix, Software Development, SOA, Enterprise Architecture, Business Analysis, Perl, Linux, Market Data, C++
Education
University of Calicut 1986 — 1990
Bachelor's degree, Electrical and Electronics Engineering
Wells Fargo Securities April 2012 - Present
RBC Capital Markets August 2009 - April 2012
Dow Jones March 2008 - August 2009
TAC Worldwide Companies May 2004 - March 2008
NYSE 2005 - 2007
Oracle 2001 - 2004
PricewaterhouseCoopers 1999 - 2000
Tata Electric Companies R&D 1997 - 1999
Skills
Agile Methodologies, Java, SDLC, SQL, Software Project..., Electronic Trading, Trading Systems, Low Latency, Unix, Software Development, SOA, Enterprise Architecture, Business Analysis, Perl, Linux, Market Data, C++
Education
University of Calicut 1986 — 1990
Bachelor's degree, Electrical and Electronics Engineering
Jefferson Tsang's Wells Fargo Securities Experience January 2013 - Present
Job Senior Project Manager at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities January 2013 - Present
Bank of America April 2003 - December 2012
Education
University at Albany, SUNY 1991 — 1995
Wells Fargo Securities January 2013 - Present
Bank of America April 2003 - December 2012
Education
University at Albany, SUNY 1991 — 1995
Anthony J Moringiello's Wells Fargo Securities Experience February 2000 - September 2002
Job Senior Institutional Sales at vfinance
Industry Financial Services
Experience
vfinance November 2003 - Present
Wells Fargo Securities February 2000 - September 2002
J.C. Bradford July 1987 - January 1999
Drexel, Burnham, Lambert July 1979 - July 1987
Education
United States Naval Academy 1960 — 1964
BS
vfinance November 2003 - Present
Wells Fargo Securities February 2000 - September 2002
J.C. Bradford July 1987 - January 1999
Drexel, Burnham, Lambert July 1979 - July 1987
Education
United States Naval Academy 1960 — 1964
BS
Brian Tuohy's Wells Fargo Securities Experience April 2015 - Present
Job Director at Deutsche Bank
Industry Banking
Experience
Wells Fargo Securities April 2015 - Present
Deutsche Bank March 2007 - April 2015
Citigroup September 2004 - March 2007
Citigroup Global Markets Inc. 2004 - 2007
Hedge Fund Credit Analyst February 2002 - September 2004
Skills
Prime Brokerage, Counterparty Risk, Hedge Funds, Alternative Investments, Capital Markets, Credit, Credit Derivatives, Derivatives, Equities, Equity Derivatives, Fund Of Funds, Investment Banking, Market Risk, Relationship Management, Securities Lending, Swaps, Trading, Structured Products, Fixed Income
Education
University of Arizona 1990 — 1993
B.S., Hydrology
Wells Fargo Securities April 2015 - Present
Deutsche Bank March 2007 - April 2015
Citigroup September 2004 - March 2007
Citigroup Global Markets Inc. 2004 - 2007
Hedge Fund Credit Analyst February 2002 - September 2004
Skills
Prime Brokerage, Counterparty Risk, Hedge Funds, Alternative Investments, Capital Markets, Credit, Credit Derivatives, Derivatives, Equities, Equity Derivatives, Fund Of Funds, Investment Banking, Market Risk, Relationship Management, Securities Lending, Swaps, Trading, Structured Products, Fixed Income
Education
University of Arizona 1990 — 1993
B.S., Hydrology
Alyson Paul's Wells Fargo Securities Experience May 2009 - February 2015
Job Multi Asset Portfolio & Investment Consulting
Industry Capital Markets
Experience
BlackRock April 2015 - Present
Wells Fargo Securities May 2009 - February 2015
Wells Fargo April 2007 - May 2009
Skills
Financial Analysis, Financial Modeling, Bloomberg, Capital Markets, Valuation, Equities, Fixed Income, Competitive Analysis, Financial Reporting, Risk Management, Series 7, Finance, Derivatives, Wealth Management, Investment Advisory, Investments, Portfolio Management, Hedge Funds
Education
University of California, Berkeley 2002 — 2006
Bachelor of Arts, Economics, Political Science
BlackRock April 2015 - Present
Wells Fargo Securities May 2009 - February 2015
Wells Fargo April 2007 - May 2009
Skills
Financial Analysis, Financial Modeling, Bloomberg, Capital Markets, Valuation, Equities, Fixed Income, Competitive Analysis, Financial Reporting, Risk Management, Series 7, Finance, Derivatives, Wealth Management, Investment Advisory, Investments, Portfolio Management, Hedge Funds
Education
University of California, Berkeley 2002 — 2006
Bachelor of Arts, Economics, Political Science
Jamie Stockton's Wells Fargo Securities Experience February 2012 - Present
Job Senior Analyst at Wells Fargo Securities
Industry Research
Experience
Wells Fargo Securities February 2012 - Present
Morgan Keegan April 2008 - February 2012
Morgan Keegan February 2006 - April 2008
Greenwood & Associates May 2002 - February 2006
Skills
Equity Research, Business Valuation
Education
University of Arkansas at Fayetteville 1999 — 2002
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Wells Fargo Securities February 2012 - Present
Morgan Keegan April 2008 - February 2012
Morgan Keegan February 2006 - April 2008
Greenwood & Associates May 2002 - February 2006
Skills
Equity Research, Business Valuation
Education
University of Arkansas at Fayetteville 1999 — 2002
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Jay Buckman's Wells Fargo Securities Experience June 2001 - Present
Job Director at Wells Fargo Securities Energy Investment Banking
Industry Investment Banking
Experience
Wells Fargo Securities June 2001 - Present
Deutsche Telekom March 1997 - January 1999
Reebok Russia July 1995 - March 1997
Education
Tulane University - A.B. Freeman School of Business 1999 — 2001
Master of Business Administration, Master of Accounting
University of Arizona
Wells Fargo Securities June 2001 - Present
Deutsche Telekom March 1997 - January 1999
Reebok Russia July 1995 - March 1997
Education
Tulane University - A.B. Freeman School of Business 1999 — 2001
Master of Business Administration, Master of Accounting
University of Arizona
Laura Super's Wells Fargo Securities Experience August 2014 - Present
Job Research/ remediation analyst
Industry Legal Services
Experience
Wells Fargo Securities August 2014 - Present
Law office of Francois X Sorba March 2014 - July 2014
The Book Shop September 2009 - July 2014
Title Nine January 2007 - August 2007
Title Nine January 2007 - August 2007
Skills
Creative Writing, Research, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Adobe Acrobat, CaseMap, TimeMap, AbacusLaw, Lexis, Summation iBlaze, Tabs3, Google Scholar
Education
San Francisco State University 2010 — 2013
Paralegal Certification
University of California, Berkeley 2004 — 2007
Bachelor of Arts (B.A.), English Language and Literature/Letters
Wells Fargo Securities August 2014 - Present
Law office of Francois X Sorba March 2014 - July 2014
The Book Shop September 2009 - July 2014
Title Nine January 2007 - August 2007
Title Nine January 2007 - August 2007
Skills
Creative Writing, Research, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Adobe Acrobat, CaseMap, TimeMap, AbacusLaw, Lexis, Summation iBlaze, Tabs3, Google Scholar
Education
San Francisco State University 2010 — 2013
Paralegal Certification
University of California, Berkeley 2004 — 2007
Bachelor of Arts (B.A.), English Language and Literature/Letters
Edward Liberman's Wells Fargo Securities Experience 2013 - Present
Job Director Credit Sales and Trading at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities 2013 - Present
UBS Investment Bank 2009 - 2013
UBS Investment Bank 2007 - 2009
ING Capital, LLC 2006 - 2007
Morgan Stanley 2003 - 2006
Deloitte 2001 - 2003
Education
University at Albany, SUNY 1997 — 2001
Wells Fargo Securities 2013 - Present
UBS Investment Bank 2009 - 2013
UBS Investment Bank 2007 - 2009
ING Capital, LLC 2006 - 2007
Morgan Stanley 2003 - 2006
Deloitte 2001 - 2003
Education
University at Albany, SUNY 1997 — 2001
Vanessa Desrochers's Wells Fargo Securities Experience 2005 - Present
Job Director, Structured Products at Wells Fargo Securites
Industry Financial Services
Experience
Wachovia June 2005 - Present
Wells Fargo Securities 2005 - Present
Wachovia Securities, Corporate & Investment Banking 2005 - 2008
Education
UCLA 2008 — 2011
MBA
UCLA Anderson School of Management 2008 — 2011
MBA
University of Washington 1996 — 2000
Wachovia June 2005 - Present
Wells Fargo Securities 2005 - Present
Wachovia Securities, Corporate & Investment Banking 2005 - 2008
Education
UCLA 2008 — 2011
MBA
UCLA Anderson School of Management 2008 — 2011
MBA
University of Washington 1996 — 2000
Richard Chisholm's Wells Fargo Securities Experience August 2009 - Present
Job Managing Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities August 2009 - Present
Bank of America Merrill Lynch January 1995 - July 2009
Skills
Bonds, Alternative Investments, Bloomberg, Fixed Income, Capital Markets, Investments, Hedge Funds, Asset Management, Investment Banking, Valuation, Series 63
Education
University of California, Berkeley - Walter A. Haas School of Business
Master of Business Administration (MBA), International Finance
University of California, Berkeley
Bachelor of Arts (BA), American History (United States)
Wells Fargo Securities August 2009 - Present
Bank of America Merrill Lynch January 1995 - July 2009
Skills
Bonds, Alternative Investments, Bloomberg, Fixed Income, Capital Markets, Investments, Hedge Funds, Asset Management, Investment Banking, Valuation, Series 63
Education
University of California, Berkeley - Walter A. Haas School of Business
Master of Business Administration (MBA), International Finance
University of California, Berkeley
Bachelor of Arts (BA), American History (United States)
Vijay Kalvakuntla's Wells Fargo Securities Experience June 2010 - September 2011
Job MBA Candidate at The Wharton School
Industry Financial Services
Experience
Stellus Capital July 2013 - June 2015
Simmons & Company International September 2011 - June 2013
Wells Fargo Securities June 2010 - September 2011
Microsoft 2009 - 2009
Element Markets May 2008 - August 2008
LMI Capital June 2007 - August 2007
Skills
Investment Banking, Private Equity, Investments, Energy, Credit, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Bloomberg, Due Diligence, Data Analysis, Capital Markets, Mergers & Acquisitions, Microsoft Excel, Finance
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA)
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2010
BBA, Finance / Accounting
Stellus Capital July 2013 - June 2015
Simmons & Company International September 2011 - June 2013
Wells Fargo Securities June 2010 - September 2011
Microsoft 2009 - 2009
Element Markets May 2008 - August 2008
LMI Capital June 2007 - August 2007
Skills
Investment Banking, Private Equity, Investments, Energy, Credit, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Bloomberg, Due Diligence, Data Analysis, Capital Markets, Mergers & Acquisitions, Microsoft Excel, Finance
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA)
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2010
BBA, Finance / Accounting
Neel Kanna's Wells Fargo Securities Experience April 2015 - Present
Job Vice President at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities April 2015 - Present
UBS Investment Bank May 2004 - April 2015
JPMorgan Chase October 2001 - April 2004
Ord Minnett January 2000 - March 2001
Skills
Derivatives, Equities, Prime Brokerage, FX Options, Quantitative Analytics, Investment Banking, Fixed Income, ALM, Capital Markets, Asset Management, Middle Office, Collateral Management, Options, Management, Currency, Electronic Trading, Trading, Trading Systems, Swaps, Bloomberg, Financial Markets, Hedge Funds
Education
University of Auckland 1995 — 1999
Bachelor of Commerce (B.Com.), Finance & Commercial Law
University of Auckland 1995 — 1999
Bachelor of Property (B.Prop), Property Development, Valuation, Management and Investment
Selwyn College 1990 — 1994
Wells Fargo Securities April 2015 - Present
UBS Investment Bank May 2004 - April 2015
JPMorgan Chase October 2001 - April 2004
Ord Minnett January 2000 - March 2001
Skills
Derivatives, Equities, Prime Brokerage, FX Options, Quantitative Analytics, Investment Banking, Fixed Income, ALM, Capital Markets, Asset Management, Middle Office, Collateral Management, Options, Management, Currency, Electronic Trading, Trading, Trading Systems, Swaps, Bloomberg, Financial Markets, Hedge Funds
Education
University of Auckland 1995 — 1999
Bachelor of Commerce (B.Com.), Finance & Commercial Law
University of Auckland 1995 — 1999
Bachelor of Property (B.Prop), Property Development, Valuation, Management and Investment
Selwyn College 1990 — 1994
Adrian Balderrama's Wells Fargo Securities Experience June 2005 - Present
Job Director Healthcare Investment Banker
Industry Banking
Experience
Wells Fargo Securities June 2005 - Present
Skills
Financial Analysis, Capital Structure, Process Improvement, Series 7, Series 63, Fixed Income
Education
University of Arizona
B.S., Finance
Wells Fargo Securities June 2005 - Present
Skills
Financial Analysis, Capital Structure, Process Improvement, Series 7, Series 63, Fixed Income
Education
University of Arizona
B.S., Finance
Wayne Felton's Wells Fargo Securities Experience March 1998 - July 2014
Job Executive Director
Industry Banking
Experience
Shepherd's Center of Charlotte July 2015 - Present
Wells Fargo Securities March 1998 - July 2014
Morgan Stanley April 1997 - March 1998
BZW - Barclays Capital January 1994 - February 1997
BZW - Barclays Capital January 1986 - January 1994
Barclays Banks PLC March 1980 - January 1986
Skills
Training, Capital Markets, Strategic Planning, Derivatives, Banking, Money Market, Equities, Options, Bonds, Leadership, Investment Banking, Recruiting, Credit, Foreign Exchange, Coaching, Leadership Development, Performance Management, Loans, Succession Planning, Interest Rate Swaps, Process Improvement, Commercial Banking, Portfolio Management, Loan Origination, Employee Engagement, Organizational..., Credit Analysis
Education
University of California, Berkeley
BA Psychology
Shepherd's Center of Charlotte July 2015 - Present
Wells Fargo Securities March 1998 - July 2014
Morgan Stanley April 1997 - March 1998
BZW - Barclays Capital January 1994 - February 1997
BZW - Barclays Capital January 1986 - January 1994
Barclays Banks PLC March 1980 - January 1986
Skills
Training, Capital Markets, Strategic Planning, Derivatives, Banking, Money Market, Equities, Options, Bonds, Leadership, Investment Banking, Recruiting, Credit, Foreign Exchange, Coaching, Leadership Development, Performance Management, Loans, Succession Planning, Interest Rate Swaps, Process Improvement, Commercial Banking, Portfolio Management, Loan Origination, Employee Engagement, Organizational..., Credit Analysis
Education
University of California, Berkeley
BA Psychology
Alfred Jie, PhD, CFA's Wells Fargo Securities Experience March 2014 - July 2015
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2015 - Present
Wells Fargo Securities March 2014 - July 2015
Wells Fargo Securities March 2010 - March 2014
Wachovia Capital Markets March 2007 - March 2010
Skills
Relationship Management, Fixed Income, Financial Modeling, Derivatives, Capital Markets, Bloomberg, Quantitative Finance, Portfolio Management, Valuation, Structured Products, Options, Quantitative Analytics, MBS, Trading, Credit Derivatives, Interest Rate..., Private Equity, Bonds
Education
University of California, Davis 2003 — 2007
M.S. and Ph.D., Scientific Computing
Tsinghua University 1996 — 2002
B.Eng. and M.S., Engineering
Merrill Lynch July 2015 - Present
Wells Fargo Securities March 2014 - July 2015
Wells Fargo Securities March 2010 - March 2014
Wachovia Capital Markets March 2007 - March 2010
Skills
Relationship Management, Fixed Income, Financial Modeling, Derivatives, Capital Markets, Bloomberg, Quantitative Finance, Portfolio Management, Valuation, Structured Products, Options, Quantitative Analytics, MBS, Trading, Credit Derivatives, Interest Rate..., Private Equity, Bonds
Education
University of California, Davis 2003 — 2007
M.S. and Ph.D., Scientific Computing
Tsinghua University 1996 — 2002
B.Eng. and M.S., Engineering
John Pun's Wells Fargo Securities Experience October 2011 - March 2014
Job Capital Markets Business Analyst
Industry Information Technology and Services
Experience
Wells Fargo Securities October 2011 - March 2014
Bloomberg March 2007 - October 2011
Bloomberg July 1998 - March 2007
Skills
Trading Systems, Equities, Fixed Income, Bloomberg, SQL, Dark Pools, High Frequency Trading, Trading Strategies, Customer Relations, Program Trading, Algorithms, ETFs, Unix, Sybase, Options, Options Strategies, Market Data, Derivatives, Relationship Management, Equity Derivatives, Customer Service, SDLC, Latency
Education
University at Albany, SUNY 1993 — 1995
BS, Economics
Wells Fargo Securities October 2011 - March 2014
Bloomberg March 2007 - October 2011
Bloomberg July 1998 - March 2007
Skills
Trading Systems, Equities, Fixed Income, Bloomberg, SQL, Dark Pools, High Frequency Trading, Trading Strategies, Customer Relations, Program Trading, Algorithms, ETFs, Unix, Sybase, Options, Options Strategies, Market Data, Derivatives, Relationship Management, Equity Derivatives, Customer Service, SDLC, Latency
Education
University at Albany, SUNY 1993 — 1995
BS, Economics
David Warnock's Wells Fargo Securities Experience May 2012 - August 2012
Job Investment Banking Summer Analyst at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities May 2012 - August 2012
Wells Fargo June 2011 - August 2011
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2013
MPA, BBA, BA, Business Honors, Accounting, Economics
Wells Fargo Securities May 2012 - August 2012
Wells Fargo June 2011 - August 2011
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2013
MPA, BBA, BA, Business Honors, Accounting, Economics
Patricio Rodriguez's Wells Fargo Securities Experience 2009 - 2012
Job Associate at Alvarez & Marsal
Industry Financial Services
Experience
Oscar Insurance 2015 - Present
Alvarez & Marsal 2013 - Present
Wells Fargo Securities 2009 - 2012
Banco Santander 2007 - 2007
Education
University of Arkansas - Walton School of Business
Finance
Universidad Carlos III de Madrid
International Economics & Finance
Oscar Insurance 2015 - Present
Alvarez & Marsal 2013 - Present
Wells Fargo Securities 2009 - 2012
Banco Santander 2007 - 2007
Education
University of Arkansas - Walton School of Business
Finance
Universidad Carlos III de Madrid
International Economics & Finance
Ben Ke's Wells Fargo Securities Experience September 2013 - Present
Job Director: Fixed Income China Sales at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities September 2013 - Present
Brean Capital, LLC July 2013 - September 2013
BNP Paribas August 2005 - July 2013
Skills
Bloomberg, Derivatives, Fixed Income, Investment Banking, Structured Products, Hedge Funds, Financial Modeling, Capital Markets, Bonds, Financial Markets, Trading
Education
Tsinghua University 2001 — 2005
Bachelor, Finance
Wells Fargo Securities September 2013 - Present
Brean Capital, LLC July 2013 - September 2013
BNP Paribas August 2005 - July 2013
Skills
Bloomberg, Derivatives, Fixed Income, Investment Banking, Structured Products, Hedge Funds, Financial Modeling, Capital Markets, Bonds, Financial Markets, Trading
Education
Tsinghua University 2001 — 2005
Bachelor, Finance
John Self's Wells Fargo Securities Experience June 2009 - Present
Job Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2009 - Present
Wells Fargo Securities, LLC June 1994 - Present
Skills
Banking, Bonds, Capital Markets, Credit Analysis, Equities, Finance, Financial Analysis, Financial Modeling, Fixed Income, Investment Banking, Investments, Portfolio Management, Public Finance, Securities
Education
University of Colorado at Denver 1994 — 1996
MBA, Finance
Trinity College-Hartford 1983 — 1987
BA, Economics
Kings College, Taunton, England 1982 — 1983
Wells Fargo Securities June 2009 - Present
Wells Fargo Securities, LLC June 1994 - Present
Skills
Banking, Bonds, Capital Markets, Credit Analysis, Equities, Finance, Financial Analysis, Financial Modeling, Fixed Income, Investment Banking, Investments, Portfolio Management, Public Finance, Securities
Education
University of Colorado at Denver 1994 — 1996
MBA, Finance
Trinity College-Hartford 1983 — 1987
BA, Economics
Kings College, Taunton, England 1982 — 1983
Charles Yang's Wells Fargo Securities Experience June 2011 - July 2011
Job Associate, Strategy & Corporate Development at VMware
Industry Financial Services
Experience
VMware July 2014 - Present
Citi June 2012 - June 2014
Wells Fargo Securities June 2011 - July 2011
Moodys Corporation June 2010 - November 2010
Forex Capital Markets June 2009 - September 2009
Kaplan, Inc August 2007 - September 2009
NAI BT Commercial February 2009 - May 2009
Rimon Law Group February 2009 - May 2009
Skills
Financial Modeling, Bloomberg, Portfolio Management, Risk Management, Economics, Equities, SQL, Team Leadership, Management, Financial Analysis, Finance, Data Analysis, Valuation, Microsoft Excel, Statistics, PowerPoint, Databases, Microsoft Office, Blogging, Research, Salesforce.com
Education
University of California, Berkeley 2008 — 2012
Bachelor of Arts (B.A.), Economics
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2012
B.S., Business Administration
VMware July 2014 - Present
Citi June 2012 - June 2014
Wells Fargo Securities June 2011 - July 2011
Moodys Corporation June 2010 - November 2010
Forex Capital Markets June 2009 - September 2009
Kaplan, Inc August 2007 - September 2009
NAI BT Commercial February 2009 - May 2009
Rimon Law Group February 2009 - May 2009
Skills
Financial Modeling, Bloomberg, Portfolio Management, Risk Management, Economics, Equities, SQL, Team Leadership, Management, Financial Analysis, Finance, Data Analysis, Valuation, Microsoft Excel, Statistics, PowerPoint, Databases, Microsoft Office, Blogging, Research, Salesforce.com
Education
University of California, Berkeley 2008 — 2012
Bachelor of Arts (B.A.), Economics
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2012
B.S., Business Administration
Torrie Wheat's Wells Fargo Securities Experience October 2013 - May 2014
Job Investment Banking Associate at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities October 2013 - May 2014
UBS Investment Bank April 2011 - October 2013
Cenovus Energy May 2010 - August 2010
Skills
Investment Banking, Corporate Finance, Capital Markets, Valuation, Equities, Financial Analysis, Investments, Bloomberg, Financial Modeling
Education
University of Calgary 2007 — 2010
Wells Fargo Securities October 2013 - May 2014
UBS Investment Bank April 2011 - October 2013
Cenovus Energy May 2010 - August 2010
Skills
Investment Banking, Corporate Finance, Capital Markets, Valuation, Equities, Financial Analysis, Investments, Bloomberg, Financial Modeling
Education
University of Calgary 2007 — 2010
Adriano Santos's Wells Fargo Securities Experience January 2015 - Present
Job Associate Leveraged Finance Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities January 2015 - Present
Wells Fargo Securities June 2012 - Present
Verona Capital Markets Inc. June 2011 - November 2011
USC Graduate & Professional Student Senate May 2010 - May 2011
Rosano Partners August 2010 - December 2010
Skills
Chartered Financial..., Microsoft Excel, Real Estate, Investment Banking, Financial Modeling, Financial Analysis, Valuation, Finance, Corporate Finance, Capital Markets, Bloomberg, Investments, Due Diligence, PowerPoint
Education
CFA Institute
University of Southern California - Marshall School of Business 2008 — 2012
B.S., Finance & Business Economics
Universidad de Deusto 2012 — 2012
Spanish Minor, Culture, Language and Economics
Wells Fargo Securities January 2015 - Present
Wells Fargo Securities June 2012 - Present
Verona Capital Markets Inc. June 2011 - November 2011
USC Graduate & Professional Student Senate May 2010 - May 2011
Rosano Partners August 2010 - December 2010
Skills
Chartered Financial..., Microsoft Excel, Real Estate, Investment Banking, Financial Modeling, Financial Analysis, Valuation, Finance, Corporate Finance, Capital Markets, Bloomberg, Investments, Due Diligence, PowerPoint
Education
CFA Institute
University of Southern California - Marshall School of Business 2008 — 2012
B.S., Finance & Business Economics
Universidad de Deusto 2012 — 2012
Spanish Minor, Culture, Language and Economics
Amber Guenther, MBA's Wells Fargo Securities Experience March 2007 - December 2009
Job State & Local Tax Manager at Altus Group
Industry Management Consulting
Experience
Altus Group December 2014 - Present
SC&H Group December 2009 - November 2014
Wells Fargo Securities March 2007 - December 2009
U.S. Department of Commerce June 2006 - January 2007
Smith Barney January 2006 - May 2006
Skills
Finance, Valuation, Consulting, Portfolio Management, Securities, Wealth Management, Management Consulting, Accounting, Leadership, Management, Financial Analysis, Auditing, Tax
Education
Loyola University Maryland Sellinger School of Business and Management 2007 — 2010
MBA, Business Administration, Management and Operations
University of Maryland - Robert H. Smith School of Business 2005 — 2006
Bachelor's degree, Financial Economics
United States Military Academy at West Point 2003 — 2005
Systems Engineering
Altus Group December 2014 - Present
SC&H Group December 2009 - November 2014
Wells Fargo Securities March 2007 - December 2009
U.S. Department of Commerce June 2006 - January 2007
Smith Barney January 2006 - May 2006
Skills
Finance, Valuation, Consulting, Portfolio Management, Securities, Wealth Management, Management Consulting, Accounting, Leadership, Management, Financial Analysis, Auditing, Tax
Education
Loyola University Maryland Sellinger School of Business and Management 2007 — 2010
MBA, Business Administration, Management and Operations
University of Maryland - Robert H. Smith School of Business 2005 — 2006
Bachelor's degree, Financial Economics
United States Military Academy at West Point 2003 — 2005
Systems Engineering
A-J Secrist (Alba-Justina Fershleiser)'s Wells Fargo Securities Experience May 2014 - Present
Job Compliance Controls & Infrastructure – Enterprise Regulatory Risk at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities May 2014 - Present
Parker Poe Adams & Bernstein LLP January 2006 - April 2014
Mintz Levin October 2004 - November 2005
Education
University of Virginia School of Law 2001 — 2004
JD
Tufts University 1996 — 2000
BA, International Relations and Spanish
Universidad Autónoma de Madrid 1998 — 1999
Spanish Literature
Wells Fargo Securities May 2014 - Present
Parker Poe Adams & Bernstein LLP January 2006 - April 2014
Mintz Levin October 2004 - November 2005
Education
University of Virginia School of Law 2001 — 2004
JD
Tufts University 1996 — 2000
BA, International Relations and Spanish
Universidad Autónoma de Madrid 1998 — 1999
Spanish Literature
Kurt Powell's Wells Fargo Securities Experience July 2012 - Present
Job Director at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities July 2012 - Present
Bank of America Merrill Lynch February 1999 - July 2012
Skills
Investments, Fixed Income, Asset Managment, Investment Banking, Capital Markets
Education
Thunderbird School of Global Management 1997 — 1998
Master of Business Administration (MBA), International Business
University of Missouri-Columbia 1992 — 1996
Bachelor of Arts (B.A.), Business Administration and Management, General
Wells Fargo Securities July 2012 - Present
Bank of America Merrill Lynch February 1999 - July 2012
Skills
Investments, Fixed Income, Asset Managment, Investment Banking, Capital Markets
Education
Thunderbird School of Global Management 1997 — 1998
Master of Business Administration (MBA), International Business
University of Missouri-Columbia 1992 — 1996
Bachelor of Arts (B.A.), Business Administration and Management, General
Jacob Fauvergue's Wells Fargo Securities Experience June 2010 - August 2011
Job Relationship Manager at U.S. Bank
Industry Financial Services
Experience
U.S. Bank August 2011 - Present
Wells Fargo Securities June 2010 - August 2011
Education
University of Arkansas at Fayetteville 2006 — 2010
Bachelor of Science in Business Administration, Finance
U.S. Bank August 2011 - Present
Wells Fargo Securities June 2010 - August 2011
Education
University of Arkansas at Fayetteville 2006 — 2010
Bachelor of Science in Business Administration, Finance
Alexis Wu's Wells Fargo Securities Experience June 2011 - Present
Job Corporate Development at Ourpalm
Industry Internet
Experience
Ourpalm Co., Ltd 2013 - Present
Wells Fargo Securities June 2011 - Present
Banc of America Securities June 2010 - August 2010
Merrill Lynch January 2010 - June 2010
Education
University of California, Berkeley
Economics, Finance
Ourpalm Co., Ltd 2013 - Present
Wells Fargo Securities June 2011 - Present
Banc of America Securities June 2010 - August 2010
Merrill Lynch January 2010 - June 2010
Education
University of California, Berkeley
Economics, Finance
Paul Kim's Wells Fargo Securities Experience April 2012 - September 2014
Job Investment Banking Associate at Pacific Crest Securities
Industry Investment Banking
Experience
Pacific Crest Securities October 2014 - Present
Wells Fargo Securities April 2012 - September 2014
Eureka Capital Markets, LLC October 2010 - April 2012
Ernst & Young October 2008 - August 2010
Skills
Investment Banking, Financial Analysis, Business Strategy, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Data Analysis, English, Outlook, Customer Service, Windows, Photoshop, Teaching, Corporate Finance, Management
Education
UC Berkeley 2004 — 2008
Bachelor of Science (B.S.), Business Administration
Pacific Crest Securities October 2014 - Present
Wells Fargo Securities April 2012 - September 2014
Eureka Capital Markets, LLC October 2010 - April 2012
Ernst & Young October 2008 - August 2010
Skills
Investment Banking, Financial Analysis, Business Strategy, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Data Analysis, English, Outlook, Customer Service, Windows, Photoshop, Teaching, Corporate Finance, Management
Education
UC Berkeley 2004 — 2008
Bachelor of Science (B.S.), Business Administration
Rob Bonds's Wells Fargo Securities Experience August 2012 - October 2015
Job Depository Strategy at D.A. Davidson Companies
Industry Investment Banking
Experience
D.A. Davidson Companies October 2015 - Present
Wells Fargo Securities August 2012 - October 2015
Sandler O'Neill November 2008 - August 2012
Colonial Bancgroup July 2006 - November 2008
Sungard Trading and Risk February 2005 - July 2006
Skills
Fixed Income, Capital Markets, Financial Modeling, Investment Banking, Valuation, Derivatives, Portfolio Management, Hedge Funds, Equities, Bloomberg, Series 7, Financial Analysis, Securities, Asset Management, Interest Rate..., Investments, Private Equity, Trading
Education
University of Alabama 2002 — 2003
Master’s Degree, College of Commerce and Business Administration - Applied Economics
University of Alabama 1998 — 2002
Bachelor’s Degree, Commerce and Business Administration - Economics Concentration
D.A. Davidson Companies October 2015 - Present
Wells Fargo Securities August 2012 - October 2015
Sandler O'Neill November 2008 - August 2012
Colonial Bancgroup July 2006 - November 2008
Sungard Trading and Risk February 2005 - July 2006
Skills
Fixed Income, Capital Markets, Financial Modeling, Investment Banking, Valuation, Derivatives, Portfolio Management, Hedge Funds, Equities, Bloomberg, Series 7, Financial Analysis, Securities, Asset Management, Interest Rate..., Investments, Private Equity, Trading
Education
University of Alabama 2002 — 2003
Master’s Degree, College of Commerce and Business Administration - Applied Economics
University of Alabama 1998 — 2002
Bachelor’s Degree, Commerce and Business Administration - Economics Concentration
Jon Strassner's Wells Fargo Securities Experience July 2014 - Present
Job Investment Banking Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities July 2014 - Present
Siemer & Associates September 2012 - July 2014
Siemer & Associates June 2011 - August 2011
UBS Wealth Management June 2010 - August 2010
Skills
Investment Banking, Mergers & Acquisitions, Valuation, Financial Modeling, Corporate Finance, Venture Capital, Financial Analysis, Due Diligence, Capital Markets, Microsoft Excel, Microsoft Office
Education
Universidad de Granada
European Politics Spanish Language
University of California, San Diego
B.A. Economics B.A. Political Science-International Relations
Wells Fargo Securities July 2014 - Present
Siemer & Associates September 2012 - July 2014
Siemer & Associates June 2011 - August 2011
UBS Wealth Management June 2010 - August 2010
Skills
Investment Banking, Mergers & Acquisitions, Valuation, Financial Modeling, Corporate Finance, Venture Capital, Financial Analysis, Due Diligence, Capital Markets, Microsoft Excel, Microsoft Office
Education
Universidad de Granada
European Politics Spanish Language
University of California, San Diego
B.A. Economics B.A. Political Science-International Relations
Tovey Xu's Wells Fargo Securities Experience October 2014 - Present
Job Mergers & Acquisitions Analyst at Wells Fargo
Industry Investment Banking
Experience
Wells Fargo Securities October 2014 - Present
Wells Fargo June 2013 - September 2014
Macquarie Group August 2011 - May 2013
Skills
Financial Analysis, Financial Accounting, Credit Risk, Energy Derivatives, Utility Industry
Education
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2011
Master in Professional Accounting
Wells Fargo Securities October 2014 - Present
Wells Fargo June 2013 - September 2014
Macquarie Group August 2011 - May 2013
Skills
Financial Analysis, Financial Accounting, Credit Risk, Energy Derivatives, Utility Industry
Education
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2011
Master in Professional Accounting
Stephen Primack's Wells Fargo Securities Experience January 2013 - June 2015
Job Principal Investments Structured Products
Industry Investment Management
Experience
Wells Fargo Bank July 2015 - Present
Wells Fargo Securities January 2013 - June 2015
SFG Asset Advisors July 2012 - September 2012
TAMID Israel Investment Group August 2011 - July 2012
Livian & Co. - Investment and Wealth Management July 2011 - September 2011
Berkeley Hillel January 2011 - July 2011
Skills
Hedge Funds, Structured Products, CLO, ABS, CDO, Intex, Economics, Equity Research, Investments, Financial Modeling, Student Loans, Structured Finance, Derivatives, Private Equity, Fixed Income, Leveraged Finance, Investment Strategies, Due Diligence, Alternative Investments, Equity Derivatives, Credit Derivatives, Corporate Finance, Financial Analysis, Research, Trading, Bloomberg, Team Leadership
Education
University of California, Berkeley
BA, Economics - High Honors
Wells Fargo Bank July 2015 - Present
Wells Fargo Securities January 2013 - June 2015
SFG Asset Advisors July 2012 - September 2012
TAMID Israel Investment Group August 2011 - July 2012
Livian & Co. - Investment and Wealth Management July 2011 - September 2011
Berkeley Hillel January 2011 - July 2011
Skills
Hedge Funds, Structured Products, CLO, ABS, CDO, Intex, Economics, Equity Research, Investments, Financial Modeling, Student Loans, Structured Finance, Derivatives, Private Equity, Fixed Income, Leveraged Finance, Investment Strategies, Due Diligence, Alternative Investments, Equity Derivatives, Credit Derivatives, Corporate Finance, Financial Analysis, Research, Trading, Bloomberg, Team Leadership
Education
University of California, Berkeley
BA, Economics - High Honors
Jeffrey Swiney's Wells Fargo Securities Experience April 2013 - Present
Job Associate Mortgage Finance at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities April 2013 - Present
Wells Fargo February 2012 - April 2013
Wells Fargo October 2010 - February 2012
Wells Fargo January 2010 - October 2010
Wachovia Bank July 2008 - October 2009
New Braunfels Utilities April 2003 - June 2008
Skills
MS Office Suite, Financial Analysis, VBA, Data Analysis, Excel, Loan Servicing, Corporate Finance, Loan IQ, Reporting & Analysis, SQL, Risk Management, Finance, Valuation, Analytics
Education
The University of Texas at San Antonio 2002 — 2007
BBA, Finance
Wells Fargo Securities April 2013 - Present
Wells Fargo February 2012 - April 2013
Wells Fargo October 2010 - February 2012
Wells Fargo January 2010 - October 2010
Wachovia Bank July 2008 - October 2009
New Braunfels Utilities April 2003 - June 2008
Skills
MS Office Suite, Financial Analysis, VBA, Data Analysis, Excel, Loan Servicing, Corporate Finance, Loan IQ, Reporting & Analysis, SQL, Risk Management, Finance, Valuation, Analytics
Education
The University of Texas at San Antonio 2002 — 2007
BBA, Finance
Sam Fertitta's Wells Fargo Securities Experience March 2014 - Present
Job Healthcare Investment Banking at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities March 2014 - Present
J.P. Morgan February 2011 - February 2014
J.P. Morgan February 2008 - January 2011
J.P. Morgan January 2007 - January 2008
Skills
Investment Banking, Mergers & Acquisitions, Valuation, Financial Markets, Capital Markets, Leveraged Finance, Private Placements, Fixed Income, Equities, Hedge Funds, Private Equity
Education
Tulane University - A.B. Freeman School of Business 1999 — 2003
Bachelor of Science in Management, Finance
Wells Fargo Securities March 2014 - Present
J.P. Morgan February 2011 - February 2014
J.P. Morgan February 2008 - January 2011
J.P. Morgan January 2007 - January 2008
Skills
Investment Banking, Mergers & Acquisitions, Valuation, Financial Markets, Capital Markets, Leveraged Finance, Private Placements, Fixed Income, Equities, Hedge Funds, Private Equity
Education
Tulane University - A.B. Freeman School of Business 1999 — 2003
Bachelor of Science in Management, Finance
Irwin Liu'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 2012 - June 2015
Bank of America Merrill Lynch June 2011 - August 2011
Mckinley Partners August 2010 - January 2011
Skills
Financial Modeling, Valuation, Business Intelligence, Bloomberg, Investment Banking
Education
University of California, Berkeley 2008 — 2011
Bachelor's Degree, Business Administration
Wells Fargo Securities July 2015 - Present
Wells Fargo Securities June 2012 - June 2015
Bank of America Merrill Lynch June 2011 - August 2011
Mckinley Partners August 2010 - January 2011
Skills
Financial Modeling, Valuation, Business Intelligence, Bloomberg, Investment Banking
Education
University of California, Berkeley 2008 — 2011
Bachelor's Degree, Business Administration
Ony Pius's Wells Fargo Securities Experience April 2011 - April 2014
Job Investment Professional
Industry Investment Management
Experience
Providence Health & Services August 2015 - Present
BNY Mellon Wealth Management May 2014 - August 2015
Wells Fargo April 2011 - May 2014
Wells Fargo Securities April 2011 - April 2014
Barclays Investment Bank March 2008 - April 2011
Barclays Capital June 2008 - July 2009
Barclays Investment Bank December 2006 - March 2008
Skills
Bloomberg, Fixed Income, Derivatives, Capital Markets, Equities, Middle Office, Investment Banking, Bonds, Securities, Prime Brokerage, Options, Software Project..., Hedge Funds, Financial Services, Business Analysis, Microsoft Excel, Visio, Equity Options, Financial Reporting, Financial Modeling, Asset Management, Portfolio Management, Risk Management, Trading, Investments, Trading Systems, Financial Markets, Equity Derivatives, Financial Analysis, Valuation, FX Options, Finance, Management, Alternative Investments, Mutual Funds, Private Equity, Back Office, Investment Management, Banking, Asset Allocation, Commodity, Interest Rate..., Electronic Trading, Credit, Analysis, Credit Derivatives, Financial Risk, Swaps, Corporate Finance
Education
University of Alaska Fairbanks 2002 — 2006
Bachelor of Science (BS), Finance
Providence Health & Services August 2015 - Present
BNY Mellon Wealth Management May 2014 - August 2015
Wells Fargo April 2011 - May 2014
Wells Fargo Securities April 2011 - April 2014
Barclays Investment Bank March 2008 - April 2011
Barclays Capital June 2008 - July 2009
Barclays Investment Bank December 2006 - March 2008
Skills
Bloomberg, Fixed Income, Derivatives, Capital Markets, Equities, Middle Office, Investment Banking, Bonds, Securities, Prime Brokerage, Options, Software Project..., Hedge Funds, Financial Services, Business Analysis, Microsoft Excel, Visio, Equity Options, Financial Reporting, Financial Modeling, Asset Management, Portfolio Management, Risk Management, Trading, Investments, Trading Systems, Financial Markets, Equity Derivatives, Financial Analysis, Valuation, FX Options, Finance, Management, Alternative Investments, Mutual Funds, Private Equity, Back Office, Investment Management, Banking, Asset Allocation, Commodity, Interest Rate..., Electronic Trading, Credit, Analysis, Credit Derivatives, Financial Risk, Swaps, Corporate Finance
Education
University of Alaska Fairbanks 2002 — 2006
Bachelor of Science (BS), Finance
Paul Yi's Wells Fargo Securities Experience 2007 - 2010
Job Senior Portfolio Manager at Penso Advisors
Industry Investment Management
Experience
Penso Advisors 2010 - Present
Wells Fargo Securities 2007 - 2010
Wells Fargo 2004 - 2007
Skills
Financial Modeling, Fixed Income, Bloomberg, Risk Management, Equities, Portfolio Management, Alternative Investments, Hedge Funds, Derivatives, Valuation, Capital Markets, Asset Management
Education
UC Berkeley Haas School of Business 2000 — 2004
Bachelors of Science, Business
CFA Institute
CFA, Chartered Financial Analyst
Penso Advisors 2010 - Present
Wells Fargo Securities 2007 - 2010
Wells Fargo 2004 - 2007
Skills
Financial Modeling, Fixed Income, Bloomberg, Risk Management, Equities, Portfolio Management, Alternative Investments, Hedge Funds, Derivatives, Valuation, Capital Markets, Asset Management
Education
UC Berkeley Haas School of Business 2000 — 2004
Bachelors of Science, Business
CFA Institute
CFA, Chartered Financial Analyst
Jeff Hynes's Wells Fargo Securities Experience September 2010 - Present
Job CTS Account Management Supervisor at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo September 2014 - Present
Wells Fargo Securities September 2010 - Present
Wells Fargo Securities November 2005 - September 2010
Lexington Center for Recovery, Inc. May 2004 - September 2005
Skills
Analysis, Auditing, Budgets, Finance, Financial Analysis, Financial Risk, Management, Microsoft Office, Portfolio Management, Process Improvement, Program Management, Risk Management, Training
Education
Towson University 2002 — 2004
Finance, Business Law, Financial Management, Operations Management, Investment Analysis
Western Maryland College 1999 — 2001
Sociology, Criminal Justice
Wells Fargo September 2014 - Present
Wells Fargo Securities September 2010 - Present
Wells Fargo Securities November 2005 - September 2010
Lexington Center for Recovery, Inc. May 2004 - September 2005
Skills
Analysis, Auditing, Budgets, Finance, Financial Analysis, Financial Risk, Management, Microsoft Office, Portfolio Management, Process Improvement, Program Management, Risk Management, Training
Education
Towson University 2002 — 2004
Finance, Business Law, Financial Management, Operations Management, Investment Analysis
Western Maryland College 1999 — 2001
Sociology, Criminal Justice
Gerard Greenberg's Wells Fargo Securities Experience August 2012 - Present
Job Vice President, Institutional Equity Sales at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities August 2012 - Present
Merlin Securities April 2010 - August 2012
Oppenheim & Co Limited July 2006 - April 2010
Morgan Stanley June 2005 - July 2006
Skills
Hedge Funds, Equities, Alternative Investments, Fixed Income, Series 7, Bloomberg, Capital Markets, Investments, Sales, Options
Education
SUNY Albany 2001 — 2005
BS, Finance/Marketing
Wells Fargo Securities August 2012 - Present
Merlin Securities April 2010 - August 2012
Oppenheim & Co Limited July 2006 - April 2010
Morgan Stanley June 2005 - July 2006
Skills
Hedge Funds, Equities, Alternative Investments, Fixed Income, Series 7, Bloomberg, Capital Markets, Investments, Sales, Options
Education
SUNY Albany 2001 — 2005
BS, Finance/Marketing
David Noland's Wells Fargo Securities Experience June 2014 - Present
Job Investment Banking Analyst at Wells Fargo Securities, Leveraged Finance
Industry Investment Banking
Experience
Wells Fargo Securities June 2014 - Present
Wells Fargo Securities June 2013 - August 2013
Young Entrepreneurs at Haas June 2011 - May 2013
Ericsson December 2010 - August 2012
Skills
Telecommunications, Microsoft Excel, PowerPoint, Business Strategy, Strategic Planning, Analysis, Team Leadership, Marketing Strategy, Strategy, Financial Analysis, Public Speaking, Entrepreneurship, Leadership, Financial Modeling, Investment Banking, Leveraged Finance, High Yield Bonds, Enterprise Valuation, Mergers & Acquisitions, Start-ups, Market Research, Competitive Analysis, Corporate Finance, Corporate Development, Economics, Venture Capital, Finance, Investments, Due Diligence
Education
Haas School of Business, UC Berkeley 2012 — 2014
Bachelor of Science (B.S.), Business Administration, Finance
Titleist Performance Institute
Certified Golf Fitness Instructor
Wells Fargo Securities June 2014 - Present
Wells Fargo Securities June 2013 - August 2013
Young Entrepreneurs at Haas June 2011 - May 2013
Ericsson December 2010 - August 2012
Skills
Telecommunications, Microsoft Excel, PowerPoint, Business Strategy, Strategic Planning, Analysis, Team Leadership, Marketing Strategy, Strategy, Financial Analysis, Public Speaking, Entrepreneurship, Leadership, Financial Modeling, Investment Banking, Leveraged Finance, High Yield Bonds, Enterprise Valuation, Mergers & Acquisitions, Start-ups, Market Research, Competitive Analysis, Corporate Finance, Corporate Development, Economics, Venture Capital, Finance, Investments, Due Diligence
Education
Haas School of Business, UC Berkeley 2012 — 2014
Bachelor of Science (B.S.), Business Administration, Finance
Titleist Performance Institute
Certified Golf Fitness Instructor
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial