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
Jenny Yee Jenny Yee's Wells Fargo Securities Experience April 1999 - June 2014
Job Director at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities April 1999 - June 2014
California Pacific Bank January 1998 - April 1999
Skills
Capital Markets, Equities, Fixed Income, Investment Banking, Valuation, Financial Modeling, Derivatives, Training, Sales, Financial Reporting, Ad Hoc Reporting, Interest Rate..., Dodd-Frank, Bonds, Options, Bloomberg, Loans
Education
University of California, Los Angeles 1993 — 1997
Bachelor of Arts (B.A.), Political Science and Government
Lowell High School
Wells Fargo Securities April 1999 - June 2014
California Pacific Bank January 1998 - April 1999
Skills
Capital Markets, Equities, Fixed Income, Investment Banking, Valuation, Financial Modeling, Derivatives, Training, Sales, Financial Reporting, Ad Hoc Reporting, Interest Rate..., Dodd-Frank, Bonds, Options, Bloomberg, Loans
Education
University of California, Los Angeles 1993 — 1997
Bachelor of Arts (B.A.), Political Science and Government
Lowell High School
Jason Goldstrich Jason Goldstrich's Wells Fargo Securities Experience May 2014 - August 2014
Job Financial Advisor at the Bermont/Carlin Group at Morgan Stanley Private Wealth Management
Industry Capital Markets
Experience
Morgan Stanley Private Wealth Management August 2015 - Present
USC Marshall School of Business July 2013 - June 2015
Wells Fargo Securities May 2014 - August 2014
Deutsche Bank November 2010 - November 2012
Skills
Credit Risk, Investments, Equities, Investment Banking, Securities, Asset Allocation, Portfolio Management, Financial Modeling, Valuation, Management, Financial Advisory, Fixed Income, Derivatives, Capital Markets, Financial Analysis
Education
University of Southern California - Marshall School of Business 2013 — 2015
University of Florida 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General
Morgan Stanley Private Wealth Management August 2015 - Present
USC Marshall School of Business July 2013 - June 2015
Wells Fargo Securities May 2014 - August 2014
Deutsche Bank November 2010 - November 2012
Skills
Credit Risk, Investments, Equities, Investment Banking, Securities, Asset Allocation, Portfolio Management, Financial Modeling, Valuation, Management, Financial Advisory, Fixed Income, Derivatives, Capital Markets, Financial Analysis
Education
University of Southern California - Marshall School of Business 2013 — 2015
University of Florida 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General
Brian Laureano Brian Laureano's Wells Fargo Securities Experience November 2014 - Present
Job Investment Banking Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities November 2014 - Present
Royal Bank of Scotland July 2013 - November 2014
BlackRock May 2012 - August 2012
IBM August 2011 - January 2012
UBS Wealth Management May 2011 - August 2011
Skills
Valuation, Investments, Problem Solving, Entrepreneurship, Critical Thinking, Bloomberg, MS Office Suite, Brio Query, TM1, Essbase, SQL, Quantitative Analytics, Financial Modeling, DCF Valuation, Analysis, Bloomberg Terminal, Financial Markets, Trading, Portfolio Management, Team Building
Education
The University of Connecticut 2009 — 2013
B.S, Finance
South Side High School 2005 — 2009
Wells Fargo Securities November 2014 - Present
Royal Bank of Scotland July 2013 - November 2014
BlackRock May 2012 - August 2012
IBM August 2011 - January 2012
UBS Wealth Management May 2011 - August 2011
Skills
Valuation, Investments, Problem Solving, Entrepreneurship, Critical Thinking, Bloomberg, MS Office Suite, Brio Query, TM1, Essbase, SQL, Quantitative Analytics, Financial Modeling, DCF Valuation, Analysis, Bloomberg Terminal, Financial Markets, Trading, Portfolio Management, Team Building
Education
The University of Connecticut 2009 — 2013
B.S, Finance
South Side High School 2005 — 2009
Marian Fernandez Marian Fernandez's Wells Fargo Securities Experience September 2011 - Present
Job Associate Interest Rate Derivatives at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities September 2011 - Present
Wells Fargo June 2008 - September 2011
Wells Fargo Bank July 2006 - June 2008
Skills
Accounting, Finance, Financial Analysis, Risk Management, Financial Modeling, Banking, Financial Reporting, Strategic Financial...
Education
University of California, Davis
B.A.
Wells Fargo Securities September 2011 - Present
Wells Fargo June 2008 - September 2011
Wells Fargo Bank July 2006 - June 2008
Skills
Accounting, Finance, Financial Analysis, Risk Management, Financial Modeling, Banking, Financial Reporting, Strategic Financial...
Education
University of California, Davis
B.A.
Ben Erez's Wells Fargo Securities Experience June 2012 - January 2013
Job Project Manager at Life360
Industry Internet
Experience
Valley Riff Podcast May 2015 - Present
Breathe March 2015 - Present
Life360 February 2015 - Present
Viabilify August 2013 - Present
Life360 April 2014 - February 2015
Shwrüm January 2013 - April 2014
Wells Fargo Securities June 2012 - January 2013
Quantitative Medicine LLC March 2012 - June 2012
University of Florida January 2012 - May 2012
TEDxUF 2012: Celebrating Curiosity September 2011 - May 2012
Skills
Financial Modeling, Social Media, Financial Analysis, Microsoft Office, Fundraising, Microsoft Excel, Public Speaking, PowerPoint, Valuation, Event Planning, Leadership, Budgets, Finance, Entrepreneurship, Microsoft Word, Strategic Planning, Corporate Finance, Investments, Marketing Strategy, Spanish, Team Leadership, Social Media Marketing, Recruiting, Blogging, Data Analysis, Time Management, Product Design, Market Research, Mergers & Acquisitions, SaaS, Social Networking, Business Development, Analysis, Business Strategy, Venture Capital, Strategy, Sales
Education
University of Florida 2010 — 2012
Masters, Finance
University of Florida - Warrington College Of Business 2008 — 2011
Bachelor of Science, Finance
Valley Riff Podcast May 2015 - Present
Breathe March 2015 - Present
Life360 February 2015 - Present
Viabilify August 2013 - Present
Life360 April 2014 - February 2015
Shwrüm January 2013 - April 2014
Wells Fargo Securities June 2012 - January 2013
Quantitative Medicine LLC March 2012 - June 2012
University of Florida January 2012 - May 2012
TEDxUF 2012: Celebrating Curiosity September 2011 - May 2012
Skills
Financial Modeling, Social Media, Financial Analysis, Microsoft Office, Fundraising, Microsoft Excel, Public Speaking, PowerPoint, Valuation, Event Planning, Leadership, Budgets, Finance, Entrepreneurship, Microsoft Word, Strategic Planning, Corporate Finance, Investments, Marketing Strategy, Spanish, Team Leadership, Social Media Marketing, Recruiting, Blogging, Data Analysis, Time Management, Product Design, Market Research, Mergers & Acquisitions, SaaS, Social Networking, Business Development, Analysis, Business Strategy, Venture Capital, Strategy, Sales
Education
University of Florida 2010 — 2012
Masters, Finance
University of Florida - Warrington College Of Business 2008 — 2011
Bachelor of Science, Finance
trung luc trung luc's Wells Fargo Securities Experience January 2010 - November 2013
Job Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities January 2010 - November 2013
Wells Fargo Instituional Securities, LLC August 2005 - December 2009
Skills
Bloomberg, Valuation, Investment Banking, Financial Modeling, Capital Markets, Fixed Income, Equities, Derivatives, Economics, Financial Analysis
Education
UCI
Bachelor of Arts (B.A.), Economics
Wells Fargo Securities January 2010 - November 2013
Wells Fargo Instituional Securities, LLC August 2005 - December 2009
Skills
Bloomberg, Valuation, Investment Banking, Financial Modeling, Capital Markets, Fixed Income, Equities, Derivatives, Economics, Financial Analysis
Education
UCI
Bachelor of Arts (B.A.), Economics
Peter Chami Peter Chami's Wells Fargo Securities Experience March 2015 - Present
Job Investment Banking Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities March 2015 - Present
Wells Fargo May 2013 - February 2015
Merrill Lynch May 2012 - August 2012
UF Marketing Research Department January 2011 - April 2012
Baydonhill FX July 2011 - August 2011
Pennington & Bailes September 2010 - May 2011
First Commercial Bank of Tampa Bay May 2010 - July 2010
Skills
Financial Analysis, Microsoft Office, Data Analysis, Market Research, Financial Modeling, Research, Valuation, Entrepreneurship, Microsoft Excel, Investments, Finance, Risk Management, Leadership
Education
University of Florida - Hough Graduate School of Business 2012 — 2013
Master of Arts (M.A.), International Business
University of Florida - Warrington College Of Business 2009 — 2012
Bachelor of Science in Business Administration, Finance
Wells Fargo Securities March 2015 - Present
Wells Fargo May 2013 - February 2015
Merrill Lynch May 2012 - August 2012
UF Marketing Research Department January 2011 - April 2012
Baydonhill FX July 2011 - August 2011
Pennington & Bailes September 2010 - May 2011
First Commercial Bank of Tampa Bay May 2010 - July 2010
Skills
Financial Analysis, Microsoft Office, Data Analysis, Market Research, Financial Modeling, Research, Valuation, Entrepreneurship, Microsoft Excel, Investments, Finance, Risk Management, Leadership
Education
University of Florida - Hough Graduate School of Business 2012 — 2013
Master of Arts (M.A.), International Business
University of Florida - Warrington College Of Business 2009 — 2012
Bachelor of Science in Business Administration, Finance
Cheryl Neal Cheryl Neal's Wells Fargo Securities Experience November 1994 - August 1996
Job Executive Vice President, Foresters, & President, North America Insurance
Industry Insurance
Experience
Liberty Mutual Insurance May 2008 - April 2015
HSBC Insurance Services June 2002 - May 2008
HSBC Retail Services Private Label Credit Cards January 2001 - June 2002
HSBC Mortgage Services August 1997 - January 2001
HSBC, GM Joint Venture March 1997 - September 1998
Dean Witter Discover Card August 1996 - March 1997
Wells Fargo Securities November 1994 - August 1996
Dean Witter Discover Card October 1992 - November 1994
Teng & Associates Inc. December 1989 - July 1992
Education
University of Illinois at Chicago 1992 — 1995
Masters of Business Administration, Marketing
University of Illinois at Urbana-Champaign 1985 — 1989
Bachelor of Science, Marketing
Liberty Mutual Insurance May 2008 - April 2015
HSBC Insurance Services June 2002 - May 2008
HSBC Retail Services Private Label Credit Cards January 2001 - June 2002
HSBC Mortgage Services August 1997 - January 2001
HSBC, GM Joint Venture March 1997 - September 1998
Dean Witter Discover Card August 1996 - March 1997
Wells Fargo Securities November 1994 - August 1996
Dean Witter Discover Card October 1992 - November 1994
Teng & Associates Inc. December 1989 - July 1992
Education
University of Illinois at Chicago 1992 — 1995
Masters of Business Administration, Marketing
University of Illinois at Urbana-Champaign 1985 — 1989
Bachelor of Science, Marketing
Chris Perrella Chris Perrella's Wells Fargo Securities Experience July 2013 - August 2013
Job Associate at Triage Consulting Group
Industry Financial Services
Experience
Triage Consulting Group August 2014 - Present
Wells Fargo Securities July 2013 - August 2013
Trust Company of the West June 2013 - July 2013
Tropicana Gardens June 2012 - September 2012
Skills
Statistics, Economics, Microsoft Excel, Salesforce.com, Mutual Funds, Equities, System Administration, Finance, Financial Analysis, Healthcare Consulting, Data Analysis
Education
University of California, Santa Barbara 2010 — 2014
Bachelor of Science (BS), Applied Statistics
University of California, Santa Barbara 2010 — 2014
Bachelor's Degree, Economics
Triage Consulting Group August 2014 - Present
Wells Fargo Securities July 2013 - August 2013
Trust Company of the West June 2013 - July 2013
Tropicana Gardens June 2012 - September 2012
Skills
Statistics, Economics, Microsoft Excel, Salesforce.com, Mutual Funds, Equities, System Administration, Finance, Financial Analysis, Healthcare Consulting, Data Analysis
Education
University of California, Santa Barbara 2010 — 2014
Bachelor of Science (BS), Applied Statistics
University of California, Santa Barbara 2010 — 2014
Bachelor's Degree, Economics
Sara Barton Sara Barton's Wells Fargo Securities Experience June 2012 - Present
Job Investment Banking Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2012 - Present
Smokin' Notes January 2009 - May 2012
Skills
Bloomberg, Financial Modeling, Equities, Valuation, Capital Markets, Investment Banking, Microsoft Excel, Finance
Education
University of Florida 2010 — 2012
Master of Science (M.S.), Finance, General
University of Florida 2008 — 2011
Bachelor's Degree, Business Administration, Finance
Wells Fargo Securities June 2012 - Present
Smokin' Notes January 2009 - May 2012
Skills
Bloomberg, Financial Modeling, Equities, Valuation, Capital Markets, Investment Banking, Microsoft Excel, Finance
Education
University of Florida 2010 — 2012
Master of Science (M.S.), Finance, General
University of Florida 2008 — 2011
Bachelor's Degree, Business Administration, Finance
Griffin McKenzie Griffin McKenzie's Wells Fargo Securities Experience June 2015 - Present
Job Investment Banking Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2015 - Present
Headwaters MB March 2014 - July 2014
Keating Investments, LLC June 2013 - September 2013
Merrill Lynch March 2012 - September 2012
Skills
Asset Management, Investment Banking, Corporate Finance, Hedge Funds, Private Equity, Leadership, Equities, Bloomberg Terminal, Venture Capital, Economics, Financial Modeling, Options, Asset Managment, Financial Analysis, Wealth Management, Valuation, Bloomberg, Investments, Mutual Funds
Education
Vanderbilt University - Owen Graduate School of Management 2014 — 2015
Masters of Science: Finance
University of Denver - Daniels College of Business 2012 — 2014
Bachelor's Degree, Finance
Xavier University 2010 — 2012
Finance
Moeller High School 2006 — 2010
Wells Fargo Securities June 2015 - Present
Headwaters MB March 2014 - July 2014
Keating Investments, LLC June 2013 - September 2013
Merrill Lynch March 2012 - September 2012
Skills
Asset Management, Investment Banking, Corporate Finance, Hedge Funds, Private Equity, Leadership, Equities, Bloomberg Terminal, Venture Capital, Economics, Financial Modeling, Options, Asset Managment, Financial Analysis, Wealth Management, Valuation, Bloomberg, Investments, Mutual Funds
Education
Vanderbilt University - Owen Graduate School of Management 2014 — 2015
Masters of Science: Finance
University of Denver - Daniels College of Business 2012 — 2014
Bachelor's Degree, Finance
Xavier University 2010 — 2012
Finance
Moeller High School 2006 — 2010
Josh Bank Josh Bank's Wells Fargo Securities Experience May 2012 - August 2012
Job FX Sales Analyst at Deutsche Bank
Industry Banking
Experience
Deutsche Bank July 2013 - Present
Boom (Polk Audio) January 2012 - May 2013
Rockstar, Inc. August 2010 - May 2013
Wells Fargo Securities May 2012 - August 2012
The Dovetail Companies February 2010 - August 2011
Skills
Financial Analysis, FX Derivatives, FX Options, Microsoft Excel, PowerPoint, Marketing, Public Speaking, Wakeboarding, Surfing, Tennis, Golf, Foreign Exchange Risk..., FX Hedging, Snowboarding, Scuba Diving, Finance, Social Networking, Spanish, Sales, Customer Service, Event Planning, Social Media, Microsoft Office, Microsoft Word, Financial Modeling, Leadership
Education
University of Florida 2009 — 2013
BSBA, Finance
University of Florida
Deutsche Bank July 2013 - Present
Boom (Polk Audio) January 2012 - May 2013
Rockstar, Inc. August 2010 - May 2013
Wells Fargo Securities May 2012 - August 2012
The Dovetail Companies February 2010 - August 2011
Skills
Financial Analysis, FX Derivatives, FX Options, Microsoft Excel, PowerPoint, Marketing, Public Speaking, Wakeboarding, Surfing, Tennis, Golf, Foreign Exchange Risk..., FX Hedging, Snowboarding, Scuba Diving, Finance, Social Networking, Spanish, Sales, Customer Service, Event Planning, Social Media, Microsoft Office, Microsoft Word, Financial Modeling, Leadership
Education
University of Florida 2009 — 2013
BSBA, Finance
University of Florida
Keene Chau Keene Chau's Wells Fargo Securities Experience 2010 - 2012
Job Exchange Traded Funds at BlackRock
Industry Investment Management
Nicholas Alter's Wells Fargo Securities Experience June 2013 - August 2013
Job Portfolio Management Analyst at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey June 2014 - Present
Wells Fargo Securities June 2013 - August 2013
Law Offices of Mel Black, PA May 2012 - June 2012
Skills
Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Bloomberg Terminal, Microsoft Office, Mergers & Acquisitions, Equities, Investment Banking, Portfolio Management, Bloomberg
Education
University of Florida 2010 — 2014
Master of Science, Finance
SunTrust Robinson Humphrey June 2014 - Present
Wells Fargo Securities June 2013 - August 2013
Law Offices of Mel Black, PA May 2012 - June 2012
Skills
Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Bloomberg Terminal, Microsoft Office, Mergers & Acquisitions, Equities, Investment Banking, Portfolio Management, Bloomberg
Education
University of Florida 2010 — 2014
Master of Science, Finance
Maxx Shapiro Maxx Shapiro'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
Skills
PowerPoint, Leveraged Finance, Microsoft Word
Education
University of Florida 2011 — 2015
Wells Fargo Securities July 2015 - Present
Skills
PowerPoint, Leveraged Finance, Microsoft Word
Education
University of Florida 2011 — 2015
Jeffrey Petri Jeffrey Petri's Wells Fargo Securities Experience February 2013 - Present
Job AssociateRestructuring/M&A at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities February 2013 - Present
Wells Fargo Bank January 2010 - February 2013
AmericanWest Bank March 2009 - January 2010
Education
University of Denver - Daniels College of Business
BSBA, Finance/Marketing
University of Denver - Daniels College of Business
MBA, Finance
Wells Fargo Securities February 2013 - Present
Wells Fargo Bank January 2010 - February 2013
AmericanWest Bank March 2009 - January 2010
Education
University of Denver - Daniels College of Business
BSBA, Finance/Marketing
University of Denver - Daniels College of Business
MBA, Finance
Bilal BK Khan Bilal BK Khan's Wells Fargo Securities Experience June 2011 - August 2014
Job Associate at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs August 2014 - Present
Wells Fargo Securities June 2011 - August 2014
Crosstree Capital Partners, Inc. May 2010 - August 2010
T Rowe Price February 2010 - May 2010
LPL Financial January 2008 - July 2009
ING June 2007 - December 2007
Skills
Investment Banking, Mergers, Valuation, Financial Modeling, Financial Analysis, Equity Valuation, Leveraged Finance, Mergers & Acquisitions, Series 7, Finance, Asset Management, Bloomberg, Financial Advisory, Investments, Private Equity, Capital Markets
Education
University of South Florida 2009 — 2011
Masters, Finance
University of Florida 2003 — 2007
Bachelors of Arts, Political Science
Goldman Sachs August 2014 - Present
Wells Fargo Securities June 2011 - August 2014
Crosstree Capital Partners, Inc. May 2010 - August 2010
T Rowe Price February 2010 - May 2010
LPL Financial January 2008 - July 2009
ING June 2007 - December 2007
Skills
Investment Banking, Mergers, Valuation, Financial Modeling, Financial Analysis, Equity Valuation, Leveraged Finance, Mergers & Acquisitions, Series 7, Finance, Asset Management, Bloomberg, Financial Advisory, Investments, Private Equity, Capital Markets
Education
University of South Florida 2009 — 2011
Masters, Finance
University of Florida 2003 — 2007
Bachelors of Arts, Political Science
Henock Shawul's Wells Fargo Securities Experience December 2011 - September 2014
Job Senior Financial Consultant at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo September 2014 - Present
Wells Fargo Securities December 2011 - September 2014
Wells Fargo Securities November 2009 - December 2011
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Interest Rate..., Swap Valuation, Derivative Operations, Data Analysis, Calypso, Oracle, Essbase, SQL, VBA, Microsoft Excel
Education
University of Colorado Boulder 1996 — 2000
Bachelor of Arts (B.A.), Economics
Wells Fargo September 2014 - Present
Wells Fargo Securities December 2011 - September 2014
Wells Fargo Securities November 2009 - December 2011
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Interest Rate..., Swap Valuation, Derivative Operations, Data Analysis, Calypso, Oracle, Essbase, SQL, VBA, Microsoft Excel
Education
University of Colorado Boulder 1996 — 2000
Bachelor of Arts (B.A.), Economics
Andrew Han Andrew Han's Wells Fargo Securities Experience January 2010 - June 2013
Job Investment Analyst at Bay City Capital
Industry Venture Capital & Private Equity
Experience
Bay City Capital August 2013 - Present
Wells Fargo Securities January 2010 - June 2013
Merrill Lynch February 2009 - August 2009
Citi October 2007 - December 2007
Skills
LBO, Investment Banking, Capital IQ, Alternative Investments, Investments, Corporate Finance, Financial Modeling, Valuation, Financial Analysis, Capital Markets, Mergers & Acquisitions, Hedge Funds, Equities, Bloomberg, Private Equity, Due Diligence
Education
University of Colorado at Boulder 2005 — 2009
Bachelor of Arts (B.A.) and Barchlor of Science (B.S.), Finance and Political Science
University of Cambridge 2008 — 2008
(Study Abroad), Political Science
Bay City Capital August 2013 - Present
Wells Fargo Securities January 2010 - June 2013
Merrill Lynch February 2009 - August 2009
Citi October 2007 - December 2007
Skills
LBO, Investment Banking, Capital IQ, Alternative Investments, Investments, Corporate Finance, Financial Modeling, Valuation, Financial Analysis, Capital Markets, Mergers & Acquisitions, Hedge Funds, Equities, Bloomberg, Private Equity, Due Diligence
Education
University of Colorado at Boulder 2005 — 2009
Bachelor of Arts (B.A.) and Barchlor of Science (B.S.), Finance and Political Science
University of Cambridge 2008 — 2008
(Study Abroad), Political Science
Evan Eng Evan Eng's Wells Fargo Securities Experience July 2013 - August 2014
Job Manager Operations, Corporate Development & Strategy at Guidewire Software
Industry Investment Banking
Experience
Guidewire Software September 2015 - Present
Guidewire Software September 2014 - September 2015
Wells Fargo Securities July 2013 - August 2014
Wells Fargo Securities June 2010 - July 2013
Skills
Investment Banking, Mergers & Acquisitions, Corporate Finance, Financial Modeling, Private Equity, Equity Research, Valuation, Financial Analysis, Business Strategy, Corporate Development, Fixed Income, Excel, Sales Operations, SQL, Mergers, Factset, Cantonese, Capital Markets, Microsoft Excel, PowerPoint, Capital IQ, Bloomberg, Pricing Strategy
Education
University of Florida 2004 — 2008
BS, Finance
Guidewire Software September 2015 - Present
Guidewire Software September 2014 - September 2015
Wells Fargo Securities July 2013 - August 2014
Wells Fargo Securities June 2010 - July 2013
Skills
Investment Banking, Mergers & Acquisitions, Corporate Finance, Financial Modeling, Private Equity, Equity Research, Valuation, Financial Analysis, Business Strategy, Corporate Development, Fixed Income, Excel, Sales Operations, SQL, Mergers, Factset, Cantonese, Capital Markets, Microsoft Excel, PowerPoint, Capital IQ, Bloomberg, Pricing Strategy
Education
University of Florida 2004 — 2008
BS, Finance
Nathan Tout Nathan Tout's Wells Fargo Securities Experience August 2013 - Present
Job Institutional Equity Sales at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities August 2013 - Present
Rosenthal Collins Group April 2012 - June 2012
Creata May 2011 - August 2011
Education
University of Dayton 2009 — 2013
Bachelor of Science (B.S.) in Business Administration, Finance
Wells Fargo Securities August 2013 - Present
Rosenthal Collins Group April 2012 - June 2012
Creata May 2011 - August 2011
Education
University of Dayton 2009 — 2013
Bachelor of Science (B.S.) in Business Administration, Finance
Josh Berg Josh Berg's Wells Fargo Securities Experience 2003 - 2005
Job Managing Partner, Berg Capital Markets, LLC
Industry Financial Services
Experience
Berg Capital Markets, LLC December 2012 - Present
The Channel Checkers August 2012 - March 2013
Leerink Partners, LLC June 2009 - August 2012
Pacific Growth Equities 2005 - 2009
Wells Fargo Securities 2003 - 2005
Regale, Inc. August 2002 - 2003
FTI Consulting Strategic Communications/Morgan Walke January 2001 - August 2002
LHA (Lippert/Heilshorn & Associates) June 1999 - January 2001
Jurika & Voyles July 1996 - June 1999
Skills
Equities, Investments, Hedge Funds, Capital Markets, Investment Banking, Equity Research, Mergers & Acquisitions, Portfolio Management, Investor Relations, Asset Managment, Business Development, Asset Management, Financial Analysis, Entrepreneurship, Finance, Venture Capital, Valuation, Financial Modeling, Options, Due Diligence, Equity Capital Markets, Strategy, Trading, Securities, Investment Management, Mutual Funds, Emerging Markets, Equity Trading, Series 7, Alternative Investments, Corporate Finance, Private Equity, Business Strategy, Bloomberg, Funding, Equity Valuation, Biotechnology, Specialty Pharmaceutical, Strategic Planning, Corporate Development, Start-ups, Critical Thinking, Tenacious Work Ethic
Education
University of California, Santa Cruz 1992 — 1996
Bachelor of Arts (BA), Economics
Berg Capital Markets, LLC December 2012 - Present
The Channel Checkers August 2012 - March 2013
Leerink Partners, LLC June 2009 - August 2012
Pacific Growth Equities 2005 - 2009
Wells Fargo Securities 2003 - 2005
Regale, Inc. August 2002 - 2003
FTI Consulting Strategic Communications/Morgan Walke January 2001 - August 2002
LHA (Lippert/Heilshorn & Associates) June 1999 - January 2001
Jurika & Voyles July 1996 - June 1999
Skills
Equities, Investments, Hedge Funds, Capital Markets, Investment Banking, Equity Research, Mergers & Acquisitions, Portfolio Management, Investor Relations, Asset Managment, Business Development, Asset Management, Financial Analysis, Entrepreneurship, Finance, Venture Capital, Valuation, Financial Modeling, Options, Due Diligence, Equity Capital Markets, Strategy, Trading, Securities, Investment Management, Mutual Funds, Emerging Markets, Equity Trading, Series 7, Alternative Investments, Corporate Finance, Private Equity, Business Strategy, Bloomberg, Funding, Equity Valuation, Biotechnology, Specialty Pharmaceutical, Strategic Planning, Corporate Development, Start-ups, Critical Thinking, Tenacious Work Ethic
Education
University of California, Santa Cruz 1992 — 1996
Bachelor of Arts (BA), Economics
Timur Braziler Timur Braziler's Wells Fargo Securities Experience August 2014 - Present
Job Associate at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities August 2014 - Present
Deutsche Bank August 2013 - August 2014
Corbin Perception Group (IR Consulting) February 2013 - August 2013
KBW September 2007 - February 2013
Hamilton Sundstrand 2007 - 2007
United Technologies 2005 - 2007
Skills
Financial Modeling, Equity Research, Financial Analysis, Valuation, Equities, Bloomberg, Investment Banking, Corporate Finance, Capital Markets, Investments, Emerging Markets, Hedge Funds, Private Equity, Portfolio Management, Mergers, Mergers & Acquisitions, Fixed Income, Alternative Investments, Analysis, Equity Valuation, Series 7
Education
University of Connecticut 2001 — 2005
BS, Finance
Wells Fargo Securities August 2014 - Present
Deutsche Bank August 2013 - August 2014
Corbin Perception Group (IR Consulting) February 2013 - August 2013
KBW September 2007 - February 2013
Hamilton Sundstrand 2007 - 2007
United Technologies 2005 - 2007
Skills
Financial Modeling, Equity Research, Financial Analysis, Valuation, Equities, Bloomberg, Investment Banking, Corporate Finance, Capital Markets, Investments, Emerging Markets, Hedge Funds, Private Equity, Portfolio Management, Mergers, Mergers & Acquisitions, Fixed Income, Alternative Investments, Analysis, Equity Valuation, Series 7
Education
University of Connecticut 2001 — 2005
BS, Finance
Brad Pepper's Wells Fargo Securities Experience 1999 - 2004
Job Sales Team Lead, Cisco Cloud Networking Group
Industry Information Technology and Services
Experience
Cisco Systems July 2015 - Present
Cisco Systems June 2013 - July 2015
Wilson Creek Winery December 2010 - June 2013
Southern Wine & Spirits April 2009 - November 2010
Merriman Curhan Ford & Co April 2004 - January 2009
Wells Fargo Securities 1999 - 2004
Robertson Stephens & Company August 1996 - December 1998
Skills
Pricing, Budgets, Marketing Strategy, Marketing, New Business Development, Account Management, Business Development, Product Development, Contract Negotiation, Negotiation, IT Sales, Solution Selling, Cloud Computing, Sales Process, Direct Sales, Sales, Management
Education
University of Colorado at Boulder - Leeds School of Business 1991 — 1995
Bachelor of Science (BS), Finance
Cherry Creek High School 1988 — 1991
Cisco Systems July 2015 - Present
Cisco Systems June 2013 - July 2015
Wilson Creek Winery December 2010 - June 2013
Southern Wine & Spirits April 2009 - November 2010
Merriman Curhan Ford & Co April 2004 - January 2009
Wells Fargo Securities 1999 - 2004
Robertson Stephens & Company August 1996 - December 1998
Skills
Pricing, Budgets, Marketing Strategy, Marketing, New Business Development, Account Management, Business Development, Product Development, Contract Negotiation, Negotiation, IT Sales, Solution Selling, Cloud Computing, Sales Process, Direct Sales, Sales, Management
Education
University of Colorado at Boulder - Leeds School of Business 1991 — 1995
Bachelor of Science (BS), Finance
Cherry Creek High School 1988 — 1991
Charlie Lockwood Charlie Lockwood's Wells Fargo Securities Experience June 2011 - July 2011
Job Business Modeling and Valuation Senior Analyst at Ernst & Young
Industry Financial Services
Experience
Ernst & Young September 2012 - Present
Wells Fargo Securities June 2011 - July 2011
Northwestern Mutual May 2010 - August 2010
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Business Valuation, Public Speaking, Finance, Microsoft Office, Microsoft Word, Economics, DCF Valuation, PowerPoint
Education
University of Florida 2010 — 2012
Master of Science (M.S.), Finance, General
University of Florida - Warrington College Of Business 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Ernst & Young September 2012 - Present
Wells Fargo Securities June 2011 - July 2011
Northwestern Mutual May 2010 - August 2010
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Business Valuation, Public Speaking, Finance, Microsoft Office, Microsoft Word, Economics, DCF Valuation, PowerPoint
Education
University of Florida 2010 — 2012
Master of Science (M.S.), Finance, General
University of Florida - Warrington College Of Business 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Chase Jones Chase Jones's Wells Fargo Securities Experience June 2010 - June 2012
Job Summer Analyst at Sirios Capital Management
Industry
Experience
Wells Fargo Bank July 2012 - May 2014
Wells Fargo Securities June 2010 - June 2012
Skills
Financial Modeling, Investment Banking, LBO, Financial Analysis, Due Diligence, Valuation, Corporate Finance, Credit, Investments
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2016
Master of Business Administration (MBA)
University of Georgia - Terry College of Business 2005 — 2009
Bachelor's degree, Finance, General
Wells Fargo Bank July 2012 - May 2014
Wells Fargo Securities June 2010 - June 2012
Skills
Financial Modeling, Investment Banking, LBO, Financial Analysis, Due Diligence, Valuation, Corporate Finance, Credit, Investments
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2016
Master of Business Administration (MBA)
University of Georgia - Terry College of Business 2005 — 2009
Bachelor's degree, Finance, General
Hua Lv Hua Lv's Wells Fargo Securities Experience June 2012 - Present
Job Front Office Quant at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2012 - Present
UC Irvine September 2008 - June 2012
Merrill Lynch September 2011 - November 2011
UC Irvine June 2008 - September 2008
Skills
Matlab, C++, LaTeX, Mathematica, C, R, Excel, Word, PowerPoint, Probability, Monte Carlo Simulation, Mathematics, Quantitative Finance, lyx, Numerical Analysis, Quantitative Analytics
Education
University of California, Irvine 2009 — 2012
Ph.D, Mathematics
University of California, Irvine 2007 — 2009
Master, Mathematics
University of Science and Technology of China 2003 — 2007
B.S., Mathematics and Applied Mathematics
Wells Fargo Securities June 2012 - Present
UC Irvine September 2008 - June 2012
Merrill Lynch September 2011 - November 2011
UC Irvine June 2008 - September 2008
Skills
Matlab, C++, LaTeX, Mathematica, C, R, Excel, Word, PowerPoint, Probability, Monte Carlo Simulation, Mathematics, Quantitative Finance, lyx, Numerical Analysis, Quantitative Analytics
Education
University of California, Irvine 2009 — 2012
Ph.D, Mathematics
University of California, Irvine 2007 — 2009
Master, Mathematics
University of Science and Technology of China 2003 — 2007
B.S., Mathematics and Applied Mathematics
Walt Edwards, CFA Walt Edwards, CFA's Wells Fargo Securities Experience October 2007 - Present
Job Director
Industry Capital Markets
Experience
Wells Fargo Securities October 2007 - Present
Wells Fargo Bank March 2003 - October 2007
FG Partners LP January 2001 - March 2003
Westwood Opportunity Fund January 1999 - January 2001
Prudential Securities January 1996 - January 1999
UBS January 1993 - January 1996
Skills
Interest Rate..., Private Banking, Investment Advisory, Derivatives, Wealth Management, Banking, Fixed Income, Investment Management, Credit Analysis
Education
Pacific Coast Banking School @ University of Washington 2006 — 2008
Graduate Degree, Banking
University of California, Los Angeles 1986 — 1990
B.S., Applied Mathematics
Wells Fargo Securities October 2007 - Present
Wells Fargo Bank March 2003 - October 2007
FG Partners LP January 2001 - March 2003
Westwood Opportunity Fund January 1999 - January 2001
Prudential Securities January 1996 - January 1999
UBS January 1993 - January 1996
Skills
Interest Rate..., Private Banking, Investment Advisory, Derivatives, Wealth Management, Banking, Fixed Income, Investment Management, Credit Analysis
Education
Pacific Coast Banking School @ University of Washington 2006 — 2008
Graduate Degree, Banking
University of California, Los Angeles 1986 — 1990
B.S., Applied Mathematics
Newt Porter's Wells Fargo Securities Experience June 2013 - January 2014
Job CoFounder Snapscore.me
Industry Internet
Experience
Snapscore.me January 2013 - Present
Wells Fargo Securities June 2013 - January 2014
Wells Fargo Securities June 2012 - August 2012
Maurice Cooper et Cie. June 2010 - January 2011
Skills
Managing Start-ups, Early-stage Startups, Venture Capital, Financial Modeling, Valuation, Financial Analysis, Investment Banking, Microsoft Excel, Investments, Economics, Bloomberg, Mergers & Acquisitions, DCF, Equities, Bloomberg Terminal, Capital Markets, Equity Valuation, Capital IQ, Investment Strategies
Education
University of Florida 2012 — 2013
MS, Hough Graduate School of Business, Finance
University of Florida 2009 — 2012
BA, Economics
Snapscore.me January 2013 - Present
Wells Fargo Securities June 2013 - January 2014
Wells Fargo Securities June 2012 - August 2012
Maurice Cooper et Cie. June 2010 - January 2011
Skills
Managing Start-ups, Early-stage Startups, Venture Capital, Financial Modeling, Valuation, Financial Analysis, Investment Banking, Microsoft Excel, Investments, Economics, Bloomberg, Mergers & Acquisitions, DCF, Equities, Bloomberg Terminal, Capital Markets, Equity Valuation, Capital IQ, Investment Strategies
Education
University of Florida 2012 — 2013
MS, Hough Graduate School of Business, Finance
University of Florida 2009 — 2012
BA, Economics
Ted Ruiz, CFP® Ted Ruiz, CFP®'s Wells Fargo Securities Experience May 1991 - February 1994
Job Working with families to increase their Retirement Income by 25% to 40% with no additional retirement money.
Industry Financial Services
Experience
ClearPoint Financial Group 2013 - Present
ClearPoint Financial Group January 2010 - Present
Michaels & Associates January 2008 - November 2012
BV Specialists February 1994 - December 2007
Wells Fargo Securities May 1991 - February 1994
Skills
Retirement Planning, Financial Advisory, Employee Benefits, Strategic Financial..., Financial Reporting, Accounting, Financial Analysis, Personal Financial..., Financial Planners, Financial Planning, Financial Modeling, Proactive self-starter, Health Insurance, Retirement Planning,..., Income Protection, College Funding..., Voluntary Employee..., Social Security, Social Security Income, Social Security Tax..., Maximizing Social..., Health Insurance..., health insurance self..., Lower Health Insurance..., Retirement Income..., Taxation of Corporations, Captives Insurance..., Non-Qualified Deferred..., Non-Qualified..., Income Tax Planning, Asset Protection of..., Leadership, Human Resources, Performance Management, Management, Onboarding, Talent Acquisition, Business Tax Planning
Education
University of California, Los Angeles 1991 — 1993
Professional Designation in Personal Financial Planning, Personal Financial Planning for CFP
Skadron College of Business/National Education 1982 — 1984
AS Accounting, Business Administration / Accounting
ClearPoint Financial Group 2013 - Present
ClearPoint Financial Group January 2010 - Present
Michaels & Associates January 2008 - November 2012
BV Specialists February 1994 - December 2007
Wells Fargo Securities May 1991 - February 1994
Skills
Retirement Planning, Financial Advisory, Employee Benefits, Strategic Financial..., Financial Reporting, Accounting, Financial Analysis, Personal Financial..., Financial Planners, Financial Planning, Financial Modeling, Proactive self-starter, Health Insurance, Retirement Planning,..., Income Protection, College Funding..., Voluntary Employee..., Social Security, Social Security Income, Social Security Tax..., Maximizing Social..., Health Insurance..., health insurance self..., Lower Health Insurance..., Retirement Income..., Taxation of Corporations, Captives Insurance..., Non-Qualified Deferred..., Non-Qualified..., Income Tax Planning, Asset Protection of..., Leadership, Human Resources, Performance Management, Management, Onboarding, Talent Acquisition, Business Tax Planning
Education
University of California, Los Angeles 1991 — 1993
Professional Designation in Personal Financial Planning, Personal Financial Planning for CFP
Skadron College of Business/National Education 1982 — 1984
AS Accounting, Business Administration / Accounting
Ian Jeffrey Ian Jeffrey's Wells Fargo Securities Experience June 2015 - Present
Job Investment Banking Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2015 - Present
University Athletic Association May 2013 - May 2015
Wells Fargo Securities May 2014 - August 2014
Public Utility Research Center, University of Florida November 2012 - October 2013
Skills
Economics, Data Analysis, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Statistics, Analysis, Leadership
Education
University of Florida 2014 — 2015
Master of Science (M.S.), Finance
University of Florida 2011 — 2014
Bachelor of Science (B.S.), Economics
Wells Fargo Securities June 2015 - Present
University Athletic Association May 2013 - May 2015
Wells Fargo Securities May 2014 - August 2014
Public Utility Research Center, University of Florida November 2012 - October 2013
Skills
Economics, Data Analysis, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Statistics, Analysis, Leadership
Education
University of Florida 2014 — 2015
Master of Science (M.S.), Finance
University of Florida 2011 — 2014
Bachelor of Science (B.S.), Economics
JIAN LIANG JIAN LIANG's Wells Fargo Securities Experience June 2012 - Present
Job Quantitative Associate at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2012 - Present
University of California, Irvine September 2007 - June 2012
Mobile CAD Inc. June 2011 - December 2011
Skills
C, C++, Matlab, R, SAS, Excel, Algorithms, Data Structures, Artificial Intelligence, Visual Studio, xcode, OpenGL
Education
University of California, Irvine 2007 — 2012
PhD, Mathematics, 3.9/4.0
University of Science and Technology of China 2003 — 2007
Bachelor, Mathematics, 3.7/4.0
Wells Fargo Securities June 2012 - Present
University of California, Irvine September 2007 - June 2012
Mobile CAD Inc. June 2011 - December 2011
Skills
C, C++, Matlab, R, SAS, Excel, Algorithms, Data Structures, Artificial Intelligence, Visual Studio, xcode, OpenGL
Education
University of California, Irvine 2007 — 2012
PhD, Mathematics, 3.9/4.0
University of Science and Technology of China 2003 — 2007
Bachelor, Mathematics, 3.7/4.0
Andrew Sussman, CFA Andrew Sussman, CFA's Wells Fargo Securities Experience June 2014 - Present
Job Interest Rate Risk Management Associate at Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo Securities June 2014 - Present
Deutsche Bank May 2011 - June 2014
Standard & Poor's June 2010 - August 2010
Putnam Investments May 2009 - August 2009
Skills
Microsoft Excel, Bloomberg Software, Reuters 3000, DB Analytics, Interest Rate..., Financial Modeling, Trading, Valuation, Bloomberg, Derivatives, Investment Banking, Capital Markets, Financial Analysis, Financial Structuring, DCF, Fixed Income, Portfolio Management, Corporate Finance, Securities, Hedge Funds, Asset Management, Series 7, Securitization, Equities, Structured Finance, Mutual Funds, Investments, Financial Markets, Financial Services, Equity Trading, Due Diligence, Options
Education
University of Florida - Warrington College Of Business 2007 — 2011
BSBA, Finance, Statistics
Wells Fargo Securities June 2014 - Present
Deutsche Bank May 2011 - June 2014
Standard & Poor's June 2010 - August 2010
Putnam Investments May 2009 - August 2009
Skills
Microsoft Excel, Bloomberg Software, Reuters 3000, DB Analytics, Interest Rate..., Financial Modeling, Trading, Valuation, Bloomberg, Derivatives, Investment Banking, Capital Markets, Financial Analysis, Financial Structuring, DCF, Fixed Income, Portfolio Management, Corporate Finance, Securities, Hedge Funds, Asset Management, Series 7, Securitization, Equities, Structured Finance, Mutual Funds, Investments, Financial Markets, Financial Services, Equity Trading, Due Diligence, Options
Education
University of Florida - Warrington College Of Business 2007 — 2011
BSBA, Finance, Statistics
Seth Mahl's Wells Fargo Securities Experience June 2015 - Present
Job Analyst at Wells Fargo Securities Real Estate Syndicated Finance Group
Industry Real Estate
Experience
Wells Fargo Securities June 2015 - Present
Bosshardt Realty Services, LLC January 2014 - June 2014
Butler Enterprise September 2013 - December 2013
DJL Realty Services September 2013 - December 2013
Tobin Properties, Inc. May 2013 - August 2013
Wells Fargo June 2012 - September 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Social Media, Research, Teamwork, Marketing, Data Analysis
Education
University of Florida 2014 — 2015
Master's Degree, Real Estate
University of Florida 2010 — 2014
Bachelor of Science (BS), Finance, General
Wells Fargo Securities June 2015 - Present
Bosshardt Realty Services, LLC January 2014 - June 2014
Butler Enterprise September 2013 - December 2013
DJL Realty Services September 2013 - December 2013
Tobin Properties, Inc. May 2013 - August 2013
Wells Fargo June 2012 - September 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Social Media, Research, Teamwork, Marketing, Data Analysis
Education
University of Florida 2014 — 2015
Master's Degree, Real Estate
University of Florida 2010 — 2014
Bachelor of Science (BS), Finance, General
Norman DuPre Norman DuPre's Wells Fargo Securities Experience October 2014 - Present
Job Investment Banking Analyst at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities October 2014 - Present
Regions Financial Corporation July 2013 - September 2014
Vertical Acuity May 2012 - July 2012
Skills
Credit Analysis, Credit, Credit Risk, Banking, Portfolio Management, Underwriting
Education
University of Georgia - Terry College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Wells Fargo Securities October 2014 - Present
Regions Financial Corporation July 2013 - September 2014
Vertical Acuity May 2012 - July 2012
Skills
Credit Analysis, Credit, Credit Risk, Banking, Portfolio Management, Underwriting
Education
University of Georgia - Terry College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Kathryn Rasmussen Kathryn Rasmussen's Wells Fargo Securities Experience November 2009 - October 2011
Job Vice President at Capital Dynamics
Industry Venture Capital & Private Equity
Experience
Capital Dynamics October 2011 - Present
Wells Fargo Securities November 2009 - October 2011
Bank of America June 2009 - November 2009
DLA Piper May 2007 - July 2007
British Parliament May 2007 - July 2007
Skills
Industry Analysis, Bloomberg, Financial Modeling, Valuation, Asset Allocation, Capital Markets, Competitive Analysis, Corporate Finance, Damage Control, Finance, Due Diligence, Financial Analysis, Private Equity, Investments, Sharks
Education
University of Florida - Warrington College Of Business 2005 — 2009
Finance
Capital Dynamics October 2011 - Present
Wells Fargo Securities November 2009 - October 2011
Bank of America June 2009 - November 2009
DLA Piper May 2007 - July 2007
British Parliament May 2007 - July 2007
Skills
Industry Analysis, Bloomberg, Financial Modeling, Valuation, Asset Allocation, Capital Markets, Competitive Analysis, Corporate Finance, Damage Control, Finance, Due Diligence, Financial Analysis, Private Equity, Investments, Sharks
Education
University of Florida - Warrington College Of Business 2005 — 2009
Finance
Ryan Keane Ryan Keane's Wells Fargo Securities Experience June 2013 - August 2014
Job Associate at Fundamental Advisors LP
Industry Investment Management
Experience
Fundamental Advisors LP September 2014 - Present
Wells Fargo Securities June 2013 - August 2014
Wells Fargo Securities October 2009 - June 2013
MDF Group, LLC June 2007 - June 2009
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Fixed Income, Derivatives, Corporate Finance, Financial Analysis, Bloomberg Terminal, Due Diligence
Education
University of Colorado Boulder 2003 — 2007
Bachelor of Science (B.S.), Accounting and Finance
Fundamental Advisors LP September 2014 - Present
Wells Fargo Securities June 2013 - August 2014
Wells Fargo Securities October 2009 - June 2013
MDF Group, LLC June 2007 - June 2009
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Fixed Income, Derivatives, Corporate Finance, Financial Analysis, Bloomberg Terminal, Due Diligence
Education
University of Colorado Boulder 2003 — 2007
Bachelor of Science (B.S.), Accounting and Finance
Ryan Marcinik Ryan Marcinik's Wells Fargo Securities Experience June 2009 - July 2010
Job Associate at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets August 2012 - Present
RBC Capital Markets August 2010 - July 2012
Wells Fargo Securities June 2009 - July 2010
Wachovia Securities, LLC June 2008 - July 2008
GE Supply June 2007 - August 2007
The Walt Disney Company January 2007 - May 2007
Skills
Financial Modeling, Financial Analysis, Bloomberg, Valuation, Investment Banking, Capital Markets, Corporate Finance, Equities, Fixed Income, Finance, Hedge Funds, Equity Research, Derivatives, Due Diligence, Private Equity
Education
University of Florida
Master of Science (M.S.), Finance
University of Florida - Warrington College Of Business
Bachelor of Science (B.S.), Finance
Melbourne Central Catholic
St. Joseph's
RBC Capital Markets August 2012 - Present
RBC Capital Markets August 2010 - July 2012
Wells Fargo Securities June 2009 - July 2010
Wachovia Securities, LLC June 2008 - July 2008
GE Supply June 2007 - August 2007
The Walt Disney Company January 2007 - May 2007
Skills
Financial Modeling, Financial Analysis, Bloomberg, Valuation, Investment Banking, Capital Markets, Corporate Finance, Equities, Fixed Income, Finance, Hedge Funds, Equity Research, Derivatives, Due Diligence, Private Equity
Education
University of Florida
Master of Science (M.S.), Finance
University of Florida - Warrington College Of Business
Bachelor of Science (B.S.), Finance
Melbourne Central Catholic
St. Joseph's
Niresh Shukla Niresh Shukla's Wells Fargo Securities Experience June 2011 - July 2013
Job Associate at Barclays
Industry Capital Markets
Experience
Barclays July 2013 - Present
Wells Fargo Securities June 2011 - July 2013
Skills
Securitization, Residential Mortgages, Capital Markets, Fixed Income, Bloomberg, Valuation, Financial Modeling
Education
University of Florida 2007 — 2011
Bachelor of Science (B.S.), Physics
Barclays July 2013 - Present
Wells Fargo Securities June 2011 - July 2013
Skills
Securitization, Residential Mortgages, Capital Markets, Fixed Income, Bloomberg, Valuation, Financial Modeling
Education
University of Florida 2007 — 2011
Bachelor of Science (B.S.), Physics
Adam J. Scampini Adam J. Scampini's Wells Fargo Securities Experience August 2015 - Present
Job Consumer Retail Investment Banking
Industry Banking
Experience
Wells Fargo Securities August 2015 - Present
Wells Fargo Securities May 2014 - August 2014
FirstBank Puerto Rico January 2014 - April 2014
JPMorgan Chase September 2010 - July 2013
Jefferies & Company September 2008 - September 2009
Fidelity Investments September 2007 - September 2008
Maxim Integrated Products June 2006 - January 2007
Skills
Financial Analysis, Fixed Income, Equities, Valuation, Investments, Alternative Investments, Private Equity, Mergers & Acquisitions, Mutual Funds, Trading, Financial Services, Analysis
Education
University of Michigan 2013 — 2015
Master of Business Administration (MBA), Finance
The University of Connecticut 2003 — 2007
Bachelor of Science, Business, Professional Sales, Marketing
CIMBA: Instituti Filipin 2005 — 2005
International Business
Wells Fargo Securities August 2015 - Present
Wells Fargo Securities May 2014 - August 2014
FirstBank Puerto Rico January 2014 - April 2014
JPMorgan Chase September 2010 - July 2013
Jefferies & Company September 2008 - September 2009
Fidelity Investments September 2007 - September 2008
Maxim Integrated Products June 2006 - January 2007
Skills
Financial Analysis, Fixed Income, Equities, Valuation, Investments, Alternative Investments, Private Equity, Mergers & Acquisitions, Mutual Funds, Trading, Financial Services, Analysis
Education
University of Michigan 2013 — 2015
Master of Business Administration (MBA), Finance
The University of Connecticut 2003 — 2007
Bachelor of Science, Business, Professional Sales, Marketing
CIMBA: Instituti Filipin 2005 — 2005
International Business
Kaitlyn Harrow Kaitlyn Harrow's Wells Fargo Securities Experience June 2015 - Present
Job Investment Banking Analyst
Industry Financial Services
Experience
Wells Fargo Securities June 2015 - Present
Wells Fargo Securities June 2014 - August 2014
EducationUSA March 2013 - June 2013
Fine, Farkash & Parlapiano March 2012 - August 2012
Skills
Communication, Proactive self-starter, Team Leadership, Marketing, Finance, Legal Writing, Public Speaking, Research
Education
University of Florida 2013 — 2015
Master of Arts (M.A.) in International Business, Finance
University of Florida 2011 — 2014
Bachelor of Science in Business Administration, Finance
Wells Fargo Securities June 2015 - Present
Wells Fargo Securities June 2014 - August 2014
EducationUSA March 2013 - June 2013
Fine, Farkash & Parlapiano March 2012 - August 2012
Skills
Communication, Proactive self-starter, Team Leadership, Marketing, Finance, Legal Writing, Public Speaking, Research
Education
University of Florida 2013 — 2015
Master of Arts (M.A.) in International Business, Finance
University of Florida 2011 — 2014
Bachelor of Science in Business Administration, Finance
Philip Aaron Philip Aaron's Wells Fargo Securities Experience May 2013 - August 2013
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs February 2015 - Present
AllianceBernstein July 2014 - January 2015
Wells Fargo Securities May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Teamwork, PowerPoint, Microsoft Word, Customer Service, Financial Analysis, Accounting, Banking, Corporate Finance, Time Management, Team Leadership, Financial Modeling, Public Speaking, Financial Accounting, Windows, Leadership, Budgets, Market Research, Marketing, Spanish, Analysis
Education
University of Georgia - Terry College of Business 2009 — 2014
Bachelor of Business Administration (B.B.A.), Risk Management and Insurance
Goldman Sachs February 2015 - Present
AllianceBernstein July 2014 - January 2015
Wells Fargo Securities May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Teamwork, PowerPoint, Microsoft Word, Customer Service, Financial Analysis, Accounting, Banking, Corporate Finance, Time Management, Team Leadership, Financial Modeling, Public Speaking, Financial Accounting, Windows, Leadership, Budgets, Market Research, Marketing, Spanish, Analysis
Education
University of Georgia - Terry College of Business 2009 — 2014
Bachelor of Business Administration (B.B.A.), Risk Management and Insurance
Brendan Minehan Brendan Minehan's Wells Fargo Securities Experience June 2011 - July 2011
Job Associate M&A at J.P. Morgan
Industry Banking
Experience
J.P. Morgan July 2013 - Present
J.P. Morgan June 2012 - August 2012
Wells Fargo Securities June 2011 - July 2011
Wells Fargo & Co August 2008 - May 2011
Wells Fargo June 2007 - August 2008
Skills
Strategy, Business Strategy, Analysis, Public Speaking, Mirth, Wit, Timely Decision Making, Program Management, Finance, Mergers & Acquisitions, Leadership Development, Corporate Finance, Management Consulting
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
MBA, Finance
University of California, Davis 2002 — 2007
B.S., Managerial Economics, Minor in Physics
J.P. Morgan July 2013 - Present
J.P. Morgan June 2012 - August 2012
Wells Fargo Securities June 2011 - July 2011
Wells Fargo & Co August 2008 - May 2011
Wells Fargo June 2007 - August 2008
Skills
Strategy, Business Strategy, Analysis, Public Speaking, Mirth, Wit, Timely Decision Making, Program Management, Finance, Mergers & Acquisitions, Leadership Development, Corporate Finance, Management Consulting
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
MBA, Finance
University of California, Davis 2002 — 2007
B.S., Managerial Economics, Minor in Physics
Dale Rodberg Dale Rodberg's Wells Fargo Securities Experience October 2013 - Present
Job Wells Fargo Securities LLC, Managing Director Rates and Futures
Industry Financial Services
Experience
Wells Fargo Securities October 2013 - Present
Skills
Series 7, Series 63, Fixed Income, Series 24, Equities, FINRA, Electronic Trading, Capital Markets, Credit Derivatives, Structured Products, Derivatives, Hedge Funds, Bonds, Bloomberg, Alternative Investments
Education
University of Florida
Wells Fargo Securities October 2013 - Present
Skills
Series 7, Series 63, Fixed Income, Series 24, Equities, FINRA, Electronic Trading, Capital Markets, Credit Derivatives, Structured Products, Derivatives, Hedge Funds, Bonds, Bloomberg, Alternative Investments
Education
University of Florida
Harshil Patel Harshil Patel's Wells Fargo Securities Experience June 2015 - Present
Job Investment Banking Analyst at Wells Fargo Securities
Industry Mechanical or Industrial Engineering
Experience
Wells Fargo Securities June 2015 - Present
Wells Fargo Securities June 2014 - August 2014
GoJoe January 2014 - August 2014
Alpha Kappa Psi Professional Business Fraternity August 2013 - December 2013
UF Founders Fund August 2013 - December 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Sales, VB.NET, PowerPoint, Finance, Data Analysis, Financial Analysis, Financial Modeling, Public Speaking, Research, Social Media
Education
University of Florida 2012 — 2015
Bachelor of Science (B.S.), Industrial and Systems Engineering, 3.99
Wells Fargo Securities June 2015 - Present
Wells Fargo Securities June 2014 - August 2014
GoJoe January 2014 - August 2014
Alpha Kappa Psi Professional Business Fraternity August 2013 - December 2013
UF Founders Fund August 2013 - December 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Sales, VB.NET, PowerPoint, Finance, Data Analysis, Financial Analysis, Financial Modeling, Public Speaking, Research, Social Media
Education
University of Florida 2012 — 2015
Bachelor of Science (B.S.), Industrial and Systems Engineering, 3.99
HENRY CONG's Wells Fargo Securities Experience September 1996 - August 2000
Job State Farm Agent
Industry Financial Services
Experience
State Farm Insurance June 2012 - Present
Wells Fargo Dealer Services December 2009 - June 2012
Bank of America December 2008 - December 2009
Wells Fargo December 2007 - December 2009
Concord Capital June 2004 - December 2007
Wells Fargo May 2002 - June 2004
Wells Fargo Securities September 1996 - August 2000
Skills
Insurance, Life Insurance, Fixed Annuities, Retirement Planning, Retirement, Underwriting, Mortgage Lending, Mutual Funds, Investments, Commercial Banking, Commercial Lending, Real Estate, Business Development, Finance, Loans
Education
UC Riverside 1997 — 2002
Bachelor of Business Administration (B.B.A.)
Lincoln High School 1993 — 1997
State Farm Insurance June 2012 - Present
Wells Fargo Dealer Services December 2009 - June 2012
Bank of America December 2008 - December 2009
Wells Fargo December 2007 - December 2009
Concord Capital June 2004 - December 2007
Wells Fargo May 2002 - June 2004
Wells Fargo Securities September 1996 - August 2000
Skills
Insurance, Life Insurance, Fixed Annuities, Retirement Planning, Retirement, Underwriting, Mortgage Lending, Mutual Funds, Investments, Commercial Banking, Commercial Lending, Real Estate, Business Development, Finance, Loans
Education
UC Riverside 1997 — 2002
Bachelor of Business Administration (B.B.A.)
Lincoln High School 1993 — 1997
Caroline Merrell Caroline Merrell's Wells Fargo Securities Experience June 2007 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo Securities June 2007 - Present
Education
University of Georgia - Terry College of Business 2003 — 2007
Bachelor of Business Administration, Finance
Oxford University 2005 — 2005
Managerial Economics
Wells Fargo Securities June 2007 - Present
Education
University of Georgia - Terry College of Business 2003 — 2007
Bachelor of Business Administration, Finance
Oxford University 2005 — 2005
Managerial Economics
Monica Opderbeck's Wells Fargo Securities Experience February 2008 - December 2010
Job Vice President Wells Fargo Principal Investments, Renewable Energy & Environmental Finance
Industry Financial Services
Experience
Wells Fargo January 2011 - Present
Wells Fargo Securities February 2008 - December 2010
Wells Fargo March 2007 - February 2008
West Coast Life March 2005 - March 2007
Skills
Financial Analysis, Valuation, Financial Modeling, Statistical Modeling, Process Improvement, Data Analysis, Project Finance, Asset Management, Structured Products, Due Diligence, Contract Negotiation, Renewable Energy, Derivatives, Credit Analysis, Portfolio Management, Equities
Education
University of California, Santa Cruz 2001 — 2003
BA, Mathematics
Wells Fargo January 2011 - Present
Wells Fargo Securities February 2008 - December 2010
Wells Fargo March 2007 - February 2008
West Coast Life March 2005 - March 2007
Skills
Financial Analysis, Valuation, Financial Modeling, Statistical Modeling, Process Improvement, Data Analysis, Project Finance, Asset Management, Structured Products, Due Diligence, Contract Negotiation, Renewable Energy, Derivatives, Credit Analysis, Portfolio Management, Equities
Education
University of California, Santa Cruz 2001 — 2003
BA, Mathematics
Timothy Collins Timothy Collins's Wells Fargo Securities Experience January 1994 - September 2005
Job Partner at Security Research Capital Management
Industry Capital Markets
Experience
Security Research Capital Management 2010 - Present
KleenSpeed Technologies Inc. November 2007 - Present
Security Research Associates July 2005 - Present
Wells Fargo Securities January 1994 - September 2005
Skills
Electric Vehicles, Private Equity, Valuation, Entrepreneurship, Mergers, Business Development, Venture Capital, Start-ups, Investment Banking, Hedge Funds, Mergers & Acquisitions, Solar Energy, Portfolio Management, Funding, Due Diligence, Private Placements, Finance, Corporate Development, Restructuring, Corporate Finance, Management, Business Strategy, Renewable Energy
Education
University of Denver - Daniels College of Business 1960 — 1962
BSBA, Finance / Economics
Security Research Capital Management 2010 - Present
KleenSpeed Technologies Inc. November 2007 - Present
Security Research Associates July 2005 - Present
Wells Fargo Securities January 1994 - September 2005
Skills
Electric Vehicles, Private Equity, Valuation, Entrepreneurship, Mergers, Business Development, Venture Capital, Start-ups, Investment Banking, Hedge Funds, Mergers & Acquisitions, Solar Energy, Portfolio Management, Funding, Due Diligence, Private Placements, Finance, Corporate Development, Restructuring, Corporate Finance, Management, Business Strategy, Renewable Energy
Education
University of Denver - Daniels College of Business 1960 — 1962
BSBA, Finance / Economics
Steven Kiker Steven Kiker's Wells Fargo Securities Experience 2009 - Present
Job Wells Fargo Securities Chief Operating Officer
Industry Banking
Experience
Wells Fargo Securities 2009 - Present
Wachovia Capital Markets April 2006 - December 2008
Wachovia Capital Markets January 2005 - April 2006
Wachovia Capital Markets September 2001 - January 2005
Pedestal Inc. April 1999 - August 2001
ARTHUR ANDERSEN (Official) July 1996 - April 2000
Harris Corporation July 1995 - July 1996
Education
University of Florida 1991 — 1995
BS Accounting, Accounting
Wells Fargo Securities 2009 - Present
Wachovia Capital Markets April 2006 - December 2008
Wachovia Capital Markets January 2005 - April 2006
Wachovia Capital Markets September 2001 - January 2005
Pedestal Inc. April 1999 - August 2001
ARTHUR ANDERSEN (Official) July 1996 - April 2000
Harris Corporation July 1995 - July 1996
Education
University of Florida 1991 — 1995
BS Accounting, Accounting
Khristian Gutierrez Khristian Gutierrez's Wells Fargo Securities Experience May 2010 - August 2011
Job CBDO at Passport
Industry Information Technology and Services
Experience
Passport August 2011 - Present
Wells Fargo Securities May 2010 - August 2011
Siemens May 2009 - August 2009
Northwestern Mutual May 2008 - October 2008
CIT May 2007 - August 2007
Skills
Leadership, Entrepreneurship, Management, Financial Modeling, Financial Analysis, Strategy, Corporate Finance, Strategic Planning, Marketing, Business Development, Valuation, Sales, Management Consulting, Business Strategy, Business Analysis, Due Diligence, Analysis, Strategic Partnerships, SaaS, New Business Development, Start-ups, Finance, Market Research, Venture Capital, Big Data, Getting Shit Done, Mobile Payments, Cloud Computing, Parking, Social Media, Forecasting, Consulting, Analytics, Business Planning, Competitive Analysis, Public Speaking, Risk Management, Business Intelligence, Leadership Development, Data Analysis, Investments
Education
University of Florida - Warrington College of Business Administration 2009 — 2010
MSF, Finance
University of Florida - Warrington College of Business Administration 2006 — 2009
BSBA, Finance
Passport August 2011 - Present
Wells Fargo Securities May 2010 - August 2011
Siemens May 2009 - August 2009
Northwestern Mutual May 2008 - October 2008
CIT May 2007 - August 2007
Skills
Leadership, Entrepreneurship, Management, Financial Modeling, Financial Analysis, Strategy, Corporate Finance, Strategic Planning, Marketing, Business Development, Valuation, Sales, Management Consulting, Business Strategy, Business Analysis, Due Diligence, Analysis, Strategic Partnerships, SaaS, New Business Development, Start-ups, Finance, Market Research, Venture Capital, Big Data, Getting Shit Done, Mobile Payments, Cloud Computing, Parking, Social Media, Forecasting, Consulting, Analytics, Business Planning, Competitive Analysis, Public Speaking, Risk Management, Business Intelligence, Leadership Development, Data Analysis, Investments
Education
University of Florida - Warrington College of Business Administration 2009 — 2010
MSF, Finance
University of Florida - Warrington College of Business Administration 2006 — 2009
BSBA, Finance
Thierry Perrein Thierry Perrein's Wells Fargo Securities Experience January 2008 - Present
Job Managing Director at Wells Fargo Securities
Industry Research
Experience
Wells Fargo Securities January 2008 - Present
Credit Suisse May 1999 - November 2007
Moody's Investors Service July 1991 - May 1999
Skills
Fixed Income Analysis, Investment Banking, REIT, Commercial Real Estate, Bonds, Valuation, Alternative Investments, Equity Research, Portfolio Management
Education
University of Hartford 1985 — 1991
BSBA, MBA, MSPA, Accounting and Finance
Wells Fargo Securities January 2008 - Present
Credit Suisse May 1999 - November 2007
Moody's Investors Service July 1991 - May 1999
Skills
Fixed Income Analysis, Investment Banking, REIT, Commercial Real Estate, Bonds, Valuation, Alternative Investments, Equity Research, Portfolio Management
Education
University of Hartford 1985 — 1991
BSBA, MBA, MSPA, Accounting and Finance
Brittany Wood Brittany Wood's Wells Fargo Securities Experience June 2015 - Present
Job Investment Banking Analyst at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities June 2015 - Present
Wells Fargo Securities May 2014 - August 2014
Kerkering Barberio October 2010 - May 2011
Skills
Microsoft Excel, PowerPoint, Public Speaking, Access, Team Leadership, Microsoft Word, Financial Analysis, Financial Modeling, Microsoft Office, Case Studies, Company Valuation, Golf, Professional Writing, Youth Mentoring, Financial Accounting, Collaborative Problem..., Spanish, Sales, Bloomberg Terminal, Vocabulary, Accounting, Teamwork, Investment Banking
Education
University of Florida 2013 — 2015
Master of Science (M.S.), Finance, General
University of Florida 2011 — 2015
Bachelor of Science in Business Administration, Finance, Junior
Riverview High School 2008 — 2011
High School Diploma, International Baccalaureate Program
New Milford High School 2007 — 2008
Wells Fargo Securities June 2015 - Present
Wells Fargo Securities May 2014 - August 2014
Kerkering Barberio October 2010 - May 2011
Skills
Microsoft Excel, PowerPoint, Public Speaking, Access, Team Leadership, Microsoft Word, Financial Analysis, Financial Modeling, Microsoft Office, Case Studies, Company Valuation, Golf, Professional Writing, Youth Mentoring, Financial Accounting, Collaborative Problem..., Spanish, Sales, Bloomberg Terminal, Vocabulary, Accounting, Teamwork, Investment Banking
Education
University of Florida 2013 — 2015
Master of Science (M.S.), Finance, General
University of Florida 2011 — 2015
Bachelor of Science in Business Administration, Finance, Junior
Riverview High School 2008 — 2011
High School Diploma, International Baccalaureate Program
New Milford High School 2007 — 2008
Jeremy Bernstein Jeremy Bernstein's Wells Fargo Securities Experience August 2011 - April 2015
Job Investment Banker
Industry Financial Services
Experience
Wells Fargo Securities August 2011 - April 2015
Morgan Stanley July 2008 - July 2011
Morgan Stanley June 2007 - August 2007
Merrill Lynch June 2006 - August 2006
Skills
Finance, Investment Banking, Series 7, Series 63, Capital Markets, Financial Modeling, Securities, Due Diligence, Municipal Bonds, Derivatives, Credit Analysis, Fixed Income, Public-private...
Education
University of Colorado Boulder - Leeds School of Business 2004 — 2008
Bachelors of Science in Business Administration, Finance
Wells Fargo Securities August 2011 - April 2015
Morgan Stanley July 2008 - July 2011
Morgan Stanley June 2007 - August 2007
Merrill Lynch June 2006 - August 2006
Skills
Finance, Investment Banking, Series 7, Series 63, Capital Markets, Financial Modeling, Securities, Due Diligence, Municipal Bonds, Derivatives, Credit Analysis, Fixed Income, Public-private...
Education
University of Colorado Boulder - Leeds School of Business 2004 — 2008
Bachelors of Science in Business Administration, Finance
Tedy Weber's Wells Fargo Securities Experience June 2008 - Present
Job Municipal Bond Trading at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities June 2008 - Present
Smith Barney, Citi May 2006 - August 2006
Skills
Marketing, Credit Analysis, Trading, Series 63, Financial Modeling, Series 7, Sales, Budgets, Financial Analysis, Bonds, Management, Finance, Fixed Income, Capital Markets, Bloomberg, Investments
Education
University of Colorado at Boulder 2003 — 2007
BS, Applied Mathematics, Finance, Economics, Chemistry
Wells Fargo Securities June 2008 - Present
Smith Barney, Citi May 2006 - August 2006
Skills
Marketing, Credit Analysis, Trading, Series 63, Financial Modeling, Series 7, Sales, Budgets, Financial Analysis, Bonds, Management, Finance, Fixed Income, Capital Markets, Bloomberg, Investments
Education
University of Colorado at Boulder 2003 — 2007
BS, Applied Mathematics, Finance, Economics, Chemistry
Matthew Diamond Matthew Diamond's Wells Fargo Securities Experience June 2011 - August 2011
Job Senior Associate Deal Advisory Financial Due Diligence
Industry Accounting
Experience
KPMG April 2015 - Present
EY September 2013 - April 2015
Ernst & Young January 2012 - March 2012
Wells Fargo Securities June 2011 - August 2011
Student Investment Club at UF August 2010 - January 2011
Skills
Accounting, Auditing, Sales, Financial Accounting, PowerPoint, Microsoft Excel, Microsoft Office, Financial Analysis, Public Speaking, Investments
Education
University of Florida 2012 — 2013
Master of Science (M.S.), Accounting
University of Florida 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting, 3.8
KPMG April 2015 - Present
EY September 2013 - April 2015
Ernst & Young January 2012 - March 2012
Wells Fargo Securities June 2011 - August 2011
Student Investment Club at UF August 2010 - January 2011
Skills
Accounting, Auditing, Sales, Financial Accounting, PowerPoint, Microsoft Excel, Microsoft Office, Financial Analysis, Public Speaking, Investments
Education
University of Florida 2012 — 2013
Master of Science (M.S.), Accounting
University of Florida 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting, 3.8
Bill (William Pedersen) Pedersen Bill (William Pedersen) Pedersen's Wells Fargo Securities Experience 1997 - 1999
Job Senior Managing Director/Sales Management at Paulson Investment Co.
Industry Investment Management
Experience
Paulson Investment Co. August 2014 - Present
Osborne Partners Capital Managment March 2012 - August 2014
Advanced Equities July 2009 - March 2012
Fisher Investments October 2002 - July 2009
BancWest Investments March 1999 - October 2002
Wells Fargo Securities 1997 - 1999
Skills
Investments, Portfolio Management, Wealth Management, Venture Capital, Alternative Investments, Sales Management, Finance, Private Equity, Due Diligence, Direct Sales, Management, Hedge Funds, Sales Recruitment, National Sales Training, Sales Rep Training, Marketing Strategy, Business Development, Recruiting, Leadership, Investment Banking, Asset Management, Securities, Series 7, Telemarketing, Real Estate Investor, 1031 Exchanges, Equities, Series 63, Series 65, Series 24, Corporate Finance, Investment Strategies, Investment Management
Education
University of California, Davis
Paulson Investment Co. August 2014 - Present
Osborne Partners Capital Managment March 2012 - August 2014
Advanced Equities July 2009 - March 2012
Fisher Investments October 2002 - July 2009
BancWest Investments March 1999 - October 2002
Wells Fargo Securities 1997 - 1999
Skills
Investments, Portfolio Management, Wealth Management, Venture Capital, Alternative Investments, Sales Management, Finance, Private Equity, Due Diligence, Direct Sales, Management, Hedge Funds, Sales Recruitment, National Sales Training, Sales Rep Training, Marketing Strategy, Business Development, Recruiting, Leadership, Investment Banking, Asset Management, Securities, Series 7, Telemarketing, Real Estate Investor, 1031 Exchanges, Equities, Series 63, Series 65, Series 24, Corporate Finance, Investment Strategies, Investment Management
Education
University of California, Davis
Stuart Gillespie Stuart Gillespie's Wells Fargo Securities Experience January 2013 - November 2013
Job
Industry
Experience
Graian Capital Management, LLC November 2013 - Present
Wells Fargo Securities January 2013 - November 2013
Stephens Inc. November 2011 - December 2012
Education
University of Colorado School of Law 2008 — 2011
Juris Doctor (J.D.)
Vanderbilt University 2004 — 2008
Bachelor's Degree
Graian Capital Management, LLC November 2013 - Present
Wells Fargo Securities January 2013 - November 2013
Stephens Inc. November 2011 - December 2012
Education
University of Colorado School of Law 2008 — 2011
Juris Doctor (J.D.)
Vanderbilt University 2004 — 2008
Bachelor's Degree
Johnstone, Steve Johnstone, Steve's Wells Fargo Securities Experience
Job M.D. at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities
Education
University of Dayton
University of Pittsburgh
Master of Business Administration (M.B.A.)
Wells Fargo Securities
Education
University of Dayton
University of Pittsburgh
Master of Business Administration (M.B.A.)
Mardo Iknadiossian'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
Gain Changer November 2012 - May 2013
UCSB Investment Advisory Committee October 2011 - April 2013
UCSB Finance Connection March 2011 - March 2013
Wells Fargo Securities June 2012 - August 2012
Delta Tau Delta Fraternity January 2010 - June 2012
Seeking Alpha August 2011 - February 2012
Block, Bowman & Associates, LLC August 2011 - January 2012
Skills
Fluent in Arabic, Fluent in Armenian, Economics, Financial Analysis, Valuation, Financial Modeling, Portfolio Management, Investments, Research, Microsoft Excel, Corporate Finance, Analysis, Equities, PowerPoint, Investment Banking, Private Equity, Public Speaking, Capital Markets, Fixed Income, Budgets, Entrepreneurship, Finance, Business Strategy, Leadership, Start-ups, Management, Social Networking, Mergers & Acquisitions, Strategy, Emerging Markets, Equity Research, Bonds, Venture Capital, Financial Risk, Due Diligence, Alternative Investments, Hedge Funds, Asset Management
Education
University of California, Santa Barbara 2009 — 2013
Economics/Accounting, Political Science emphasis International Relations
Mount Shasta High School 2005 — 2009
Wells Fargo Securities June 2013 - Present
Gain Changer November 2012 - May 2013
UCSB Investment Advisory Committee October 2011 - April 2013
UCSB Finance Connection March 2011 - March 2013
Wells Fargo Securities June 2012 - August 2012
Delta Tau Delta Fraternity January 2010 - June 2012
Seeking Alpha August 2011 - February 2012
Block, Bowman & Associates, LLC August 2011 - January 2012
Skills
Fluent in Arabic, Fluent in Armenian, Economics, Financial Analysis, Valuation, Financial Modeling, Portfolio Management, Investments, Research, Microsoft Excel, Corporate Finance, Analysis, Equities, PowerPoint, Investment Banking, Private Equity, Public Speaking, Capital Markets, Fixed Income, Budgets, Entrepreneurship, Finance, Business Strategy, Leadership, Start-ups, Management, Social Networking, Mergers & Acquisitions, Strategy, Emerging Markets, Equity Research, Bonds, Venture Capital, Financial Risk, Due Diligence, Alternative Investments, Hedge Funds, Asset Management
Education
University of California, Santa Barbara 2009 — 2013
Economics/Accounting, Political Science emphasis International Relations
Mount Shasta High School 2005 — 2009
Alejandro Piekarewicz's Wells Fargo Securities Experience June 2012 - Present
Job Vice President at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2012 - Present
Capital L Group March 2010 - June 2012
Red Ventures July 2009 - March 2010
Wachovia Capital Markets June 2008 - March 2009
SunTrust Robinson Humphrey May 2007 - August 2007
Skills
Debt, Excel, Microsoft Office, PowerPoint, Analytics, Financial Analysis, Financial Modeling, Word, Valuation, Series 7, VBA, Bloomberg, Portfolio Management, Credit, Investments, Capital Markets, Fixed Income, DCF, Equity Research, Series 63, Investment Banking, Equities
Education
University of Florida - Warrington College of Business Administration 2007 — 2008
Masters, Finance
University of Florida 2003 — 2007
BSBA, Finance
Wells Fargo Securities June 2012 - Present
Capital L Group March 2010 - June 2012
Red Ventures July 2009 - March 2010
Wachovia Capital Markets June 2008 - March 2009
SunTrust Robinson Humphrey May 2007 - August 2007
Skills
Debt, Excel, Microsoft Office, PowerPoint, Analytics, Financial Analysis, Financial Modeling, Word, Valuation, Series 7, VBA, Bloomberg, Portfolio Management, Credit, Investments, Capital Markets, Fixed Income, DCF, Equity Research, Series 63, Investment Banking, Equities
Education
University of Florida - Warrington College of Business Administration 2007 — 2008
Masters, Finance
University of Florida 2003 — 2007
BSBA, Finance
Amy Calvert Amy Calvert's Wells Fargo Securities Experience January 2002 - May 2003
Job EA / Executive Office at SoftBank
Industry Venture Capital & Private Equity
Experience
SoftBank March 2013 - Present
Goldman Sachs October 2003 - February 2013
Wells Fargo Securities January 2002 - May 2003
Robertson Stephens February 1999 - November 2001
Skills
Series 7, Series 63, Private Equity, Financial Modeling, Equities
Education
University of California, Santa Cruz 1994 — 1998
Bachelor of Arts (B.A.), American Literature (United States)
SoftBank March 2013 - Present
Goldman Sachs October 2003 - February 2013
Wells Fargo Securities January 2002 - May 2003
Robertson Stephens February 1999 - November 2001
Skills
Series 7, Series 63, Private Equity, Financial Modeling, Equities
Education
University of California, Santa Cruz 1994 — 1998
Bachelor of Arts (B.A.), American Literature (United States)
Rishabh Das Rishabh Das's Wells Fargo Securities Experience June 2011 - June 2014
Job Associate at American Capital
Industry Venture Capital & Private Equity
Experience
American Capital September 2015 - Present
The Gladstone Companies July 2014 - September 2015
Wells Fargo Securities June 2011 - June 2014
Bank of America Merrill Lynch June 2010 - August 2010
Anheuser-Busch InBev May 2009 - August 2009
C3Research May 2008 - August 2008
Skills
Investment Banking, Financial Modeling, Valuation, Financial Analysis, Excel, Corporate Finance, Accounting, Mergers, Microsoft Excel, Mergers & Acquisitions, Private Equity, Due Diligence, Finance, DCF, LBO, Capital Markets, Portfolio Management, Strategy
Education
University of Florida - Warrington College Of Business 2007 — 2011
Bachelor of Science (B.S.), Finance
American Capital September 2015 - Present
The Gladstone Companies July 2014 - September 2015
Wells Fargo Securities June 2011 - June 2014
Bank of America Merrill Lynch June 2010 - August 2010
Anheuser-Busch InBev May 2009 - August 2009
C3Research May 2008 - August 2008
Skills
Investment Banking, Financial Modeling, Valuation, Financial Analysis, Excel, Corporate Finance, Accounting, Mergers, Microsoft Excel, Mergers & Acquisitions, Private Equity, Due Diligence, Finance, DCF, LBO, Capital Markets, Portfolio Management, Strategy
Education
University of Florida - Warrington College Of Business 2007 — 2011
Bachelor of Science (B.S.), Finance
Sanjay Roy Sanjay Roy's Wells Fargo Securities Experience July 2006 - Present
Job Managing Director at Wells Fargo Securities
Industry Investment Management
Experience
Wells Fargo Securities July 2006 - Present
US Bank April 2004 - June 2006
Countrywide Securities August 2003 - March 2004
Banc of America Securities July 2001 - July 2003
Education
University of California, Los Angeles
Bachelor of Arts, Economics
Wells Fargo Securities July 2006 - Present
US Bank April 2004 - June 2006
Countrywide Securities August 2003 - March 2004
Banc of America Securities July 2001 - July 2003
Education
University of California, Los Angeles
Bachelor of Arts, Economics
Mitchell Ulman Mitchell Ulman's Wells Fargo Securities Experience June 2012 - December 2013
Job Associate at Blue Sea Capital LLC
Industry Venture Capital & Private Equity
Experience
Blue Sea Capital LLC January 2014 - Present
Wells Fargo Securities June 2012 - December 2013
Wells Fargo Securities June 2011 - July 2011
Deloitte June 2010 - August 2010
Skills
Investment Banking, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, International Tax, Consulting, Finance, Accounting, Microsoft Excel, Financial Reporting, Investments, Bloomberg, Due Diligence, CPA
Education
University of Florida 2007 — 2011
Bachelor of Science (B.S.), Accounting
University of Florida 2007 — 2011
Master's degree, Accounting
Blue Sea Capital LLC January 2014 - Present
Wells Fargo Securities June 2012 - December 2013
Wells Fargo Securities June 2011 - July 2011
Deloitte June 2010 - August 2010
Skills
Investment Banking, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, International Tax, Consulting, Finance, Accounting, Microsoft Excel, Financial Reporting, Investments, Bloomberg, Due Diligence, CPA
Education
University of Florida 2007 — 2011
Bachelor of Science (B.S.), Accounting
University of Florida 2007 — 2011
Master's degree, Accounting
Jim Phelps Jim Phelps's Wells Fargo Securities Experience 2006 - 2014
Job Real Estate Financial Professional
Industry Financial Services
Experience
Wells Fargo Securities 2006 - 2014
Wells Fargo Bank 2003 - 2006
RBC-Centura 2002 - 2003
Wells Fargo Bank 1996 - 2002
GE Capital Corporation 1994 - 1996
GE Capital Corporation 1987 - 1994
GE Capital Corporation 1986 - 1987
GE Capital Corporation 1984 - 1986
GE Capital Corporation 1980 - 1984
Skills
Investments, Financial Structuring, Asset Management, Valuation, Capital Markets, Financial Modeling, Portfolio Management, Real Estate Economics, Finance, Mergers & Acquisitions, Loans, Real Estate, Loan Origination, Investment Properties, Commercial Real Estate
Education
University of Florida 1977 — 1980
BS, Finance
Wells Fargo Securities 2006 - 2014
Wells Fargo Bank 2003 - 2006
RBC-Centura 2002 - 2003
Wells Fargo Bank 1996 - 2002
GE Capital Corporation 1994 - 1996
GE Capital Corporation 1987 - 1994
GE Capital Corporation 1986 - 1987
GE Capital Corporation 1984 - 1986
GE Capital Corporation 1980 - 1984
Skills
Investments, Financial Structuring, Asset Management, Valuation, Capital Markets, Financial Modeling, Portfolio Management, Real Estate Economics, Finance, Mergers & Acquisitions, Loans, Real Estate, Loan Origination, Investment Properties, Commercial Real Estate
Education
University of Florida 1977 — 1980
BS, Finance
Yujin Cho's Wells Fargo Securities Experience June 2011 - June 2014
Job Financial Analyst at Intuitive Surgical
Industry Medical Devices
Experience
Intuitive Surgical June 2014 - Present
Wells Fargo Securities June 2011 - June 2014
Wells Fargo Securities June 2010 - July 2010
Skills
Financial Modeling, Financial Analysis, Tableau, Microsoft SQL Server
Education
University of Florida 2010 — 2011
Master of Science, Finance
University of Florida - Warrington College of Business Administration 2007 — 2010
Bachelor of Science in Business Administration, Finance
Lake Mary HS 2004 — 2007
Intuitive Surgical June 2014 - Present
Wells Fargo Securities June 2011 - June 2014
Wells Fargo Securities June 2010 - July 2010
Skills
Financial Modeling, Financial Analysis, Tableau, Microsoft SQL Server
Education
University of Florida 2010 — 2011
Master of Science, Finance
University of Florida - Warrington College of Business Administration 2007 — 2010
Bachelor of Science in Business Administration, Finance
Lake Mary HS 2004 — 2007
Fred Hughes Fred Hughes's Wells Fargo Securities Experience 2002 - 2005
Job Managing Director at Intrinsic Management LLC
Industry Financial Services
Experience
Canid Asset Management May 2014 - Present
Intrinsic Management LLC May 2014 - Present
Systematic Financial January 2006 - Present
Wells Fargo Securities 2002 - 2005
Robertson Stephens and Company 1993 - 2002
Skills
Hedge Funds, Equities, Trading, Portfolio Management, Equity Trading, Trading Systems, Series 65
Education
University of California, Santa Barbara 1989 — 1993
BA, Psychology
Saint Francis High School - La Canada CA 1985 — 1989
Canid Asset Management May 2014 - Present
Intrinsic Management LLC May 2014 - Present
Systematic Financial January 2006 - Present
Wells Fargo Securities 2002 - 2005
Robertson Stephens and Company 1993 - 2002
Skills
Hedge Funds, Equities, Trading, Portfolio Management, Equity Trading, Trading Systems, Series 65
Education
University of California, Santa Barbara 1989 — 1993
BA, Psychology
Saint Francis High School - La Canada CA 1985 — 1989
Teddy Egers Teddy Egers's Wells Fargo Securities Experience June 2014 - Present
Job Investment Banking Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2014 - Present
Wells Fargo Securities June 2013 - August 2013
Skills
Corporate Finance, Valuation, Financial Analysis, Financial Modeling, Bloomberg, Investment Banking, Finance, Financial Accounting, Financial Reporting, Accounting, Capital IQ, Microsoft Excel, Equities, Data Analysis, Access, PowerPoint, Teamwork, Economics
Education
University of Florida 2012 — 2014
Master of Science (M.S.), Finance, General
University of Florida 2010 — 2013
Bachelor of Science (B.S.), Finance, General
Wells Fargo Securities June 2014 - Present
Wells Fargo Securities June 2013 - August 2013
Skills
Corporate Finance, Valuation, Financial Analysis, Financial Modeling, Bloomberg, Investment Banking, Finance, Financial Accounting, Financial Reporting, Accounting, Capital IQ, Microsoft Excel, Equities, Data Analysis, Access, PowerPoint, Teamwork, Economics
Education
University of Florida 2012 — 2014
Master of Science (M.S.), Finance, General
University of Florida 2010 — 2013
Bachelor of Science (B.S.), Finance, General
Jeremy Bailys Jeremy Bailys's Wells Fargo Securities Experience June 2013 - October 2014
Job Associate at The Carlyle Group
Industry Financial Services
Experience
The Carlyle Group October 2014 - Present
Wells Fargo Securities June 2013 - October 2014
Wells Fargo Securities June 2010 - June 2013
Skills
Financial Modeling, Valuation, Bloomberg, Capital Markets, Financial Analysis, Investment Banking, Corporate Finance, Due Diligence, Equities, Finance, Fixed Income, Investments, Mergers, Portfolio Management, Private Equity, Series 7
Education
University of Florida 2006 — 2010
Bachelor's Degree, Finance, General
University of Florida - Warrington College of Business Administration 2006 — 2010
Masters, Finance
The Carlyle Group October 2014 - Present
Wells Fargo Securities June 2013 - October 2014
Wells Fargo Securities June 2010 - June 2013
Skills
Financial Modeling, Valuation, Bloomberg, Capital Markets, Financial Analysis, Investment Banking, Corporate Finance, Due Diligence, Equities, Finance, Fixed Income, Investments, Mergers, Portfolio Management, Private Equity, Series 7
Education
University of Florida 2006 — 2010
Bachelor's Degree, Finance, General
University of Florida - Warrington College of Business Administration 2006 — 2010
Masters, Finance
Josh Joseph Josh Joseph's Wells Fargo Securities Experience January 2011 - August 2014
Job Business Development at Avant
Industry Financial Services
Experience
Avant September 2014 - Present
Wells Fargo Securities January 2011 - August 2014
Andersen Tax 2008 - 2010
Skills
Corporate Finance, Financial Modeling, Structured Finance, Valuation, Finance, Competitive Analysis, Investment Banking, Data Analysis, Business Strategy, Securitization, Financial Analysis, Capital Markets, Fixed Income, Due Diligence
Education
University of Florida 2007 — 2010
Bachelor of Science in Business Administration, Finance
Avant September 2014 - Present
Wells Fargo Securities January 2011 - August 2014
Andersen Tax 2008 - 2010
Skills
Corporate Finance, Financial Modeling, Structured Finance, Valuation, Finance, Competitive Analysis, Investment Banking, Data Analysis, Business Strategy, Securitization, Financial Analysis, Capital Markets, Fixed Income, Due Diligence
Education
University of Florida 2007 — 2010
Bachelor of Science in Business Administration, Finance
Andy Harnett's Wells Fargo Securities Experience May 2011 - May 2013
Job Trading / Operations
Industry Financial Services
Experience
Farallon Capital Management May 2013 - June 2015
Wells Fargo Securities May 2011 - May 2013
University of California Santa Barbara September 2010 - December 2010
Skills
Bloomberg, Interest Rate..., Equities, Microsoft Excel, Data Analysis, Fixed Income, Financial Analysis, Capital Markets, Valuation, Trading, Hedge Funds, Securities, Portfolio Management
Education
University of California, Santa Barbara 2008 — 2010
Bachelor of Arts, Political Science
University of California, Santa Cruz 2006 — 2008
Miramonte High School
Farallon Capital Management May 2013 - June 2015
Wells Fargo Securities May 2011 - May 2013
University of California Santa Barbara September 2010 - December 2010
Skills
Bloomberg, Interest Rate..., Equities, Microsoft Excel, Data Analysis, Fixed Income, Financial Analysis, Capital Markets, Valuation, Trading, Hedge Funds, Securities, Portfolio Management
Education
University of California, Santa Barbara 2008 — 2010
Bachelor of Arts, Political Science
University of California, Santa Cruz 2006 — 2008
Miramonte High School
Graham C. Gilbert's Wells Fargo Securities Experience June 2010 - April 2011
Job Associate PMCF
Industry Investment Banking
Experience
P&M Corporate Finance October 2012 - Present
Brown Gibbons Lang & Company April 2011 - October 2012
Wells Fargo Securities June 2010 - April 2011
Education
University of Florida - Warrington College Of Business 2009 — 2010
Master of Science, Finance
Rollins College 2005 — 2009
Bachelor of Arts, Political Science
Phillips Academy Andover,MA 2001 — 2005
P&M Corporate Finance October 2012 - Present
Brown Gibbons Lang & Company April 2011 - October 2012
Wells Fargo Securities June 2010 - April 2011
Education
University of Florida - Warrington College Of Business 2009 — 2010
Master of Science, Finance
Rollins College 2005 — 2009
Bachelor of Arts, Political Science
Phillips Academy Andover,MA 2001 — 2005
Brett Gasaway's Wells Fargo Securities Experience June 2013 - April 2014
Job Equity Research Associate | CFA Level 2 Candidate
Industry Financial Services
Experience
Raymond James Financial Inc. April 2014 - Present
Wells Fargo Securities June 2013 - April 2014
Wells Fargo Securities June 2012 - August 2012
University of Florida Investment Corporation March 2011 - April 2012
Skills
Excel, Research, Valuation, Financial Modeling, Financial Analysis, Bloomberg, Microsoft Excel, Finance, Fixed Income, Economics, Bloomberg Terminal
Education
University of Florida - Hough Graduate School of Business 2011 — 2013
Master of Science in Finance, Combined Degree
University of Florida - Warrington College Of Business 2009 — 2012
Bachelor of Science in Business Administration, Finance
Raymond James Financial Inc. April 2014 - Present
Wells Fargo Securities June 2013 - April 2014
Wells Fargo Securities June 2012 - August 2012
University of Florida Investment Corporation March 2011 - April 2012
Skills
Excel, Research, Valuation, Financial Modeling, Financial Analysis, Bloomberg, Microsoft Excel, Finance, Fixed Income, Economics, Bloomberg Terminal
Education
University of Florida - Hough Graduate School of Business 2011 — 2013
Master of Science in Finance, Combined Degree
University of Florida - Warrington College Of Business 2009 — 2012
Bachelor of Science in Business Administration, Finance
Leah Bullen's Wells Fargo Securities Experience 1994 - 1997
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC Vice President, Financial AdvisorCiti Smith Barney2005 - 2008
FSC Securities 1997 - 2005
Wells Fargo Securities 1994 - 1997
Xerox 1976 - 1980
Xerox 1976 - 1980
Skills
Investments, Finance, Strategic Planning, Sales, Insurance, IRAs, Customer Service, Investment planning
Education
University of Evansville 1972 — 1975
Bachelors of Science, Social Work
Wells Fargo Advisors, LLC Vice President, Financial AdvisorCiti Smith Barney2005 - 2008
FSC Securities 1997 - 2005
Wells Fargo Securities 1994 - 1997
Xerox 1976 - 1980
Xerox 1976 - 1980
Skills
Investments, Finance, Strategic Planning, Sales, Insurance, IRAs, Customer Service, Investment planning
Education
University of Evansville 1972 — 1975
Bachelors of Science, Social Work
Thomas Lessler's Wells Fargo Securities Experience June 2012 - August 2012
Job Brand Builder
Industry Consumer Goods
Experience
Modify Watches February 2015 - Present
The Veloz Group January 2013 - April 2013
Wells Fargo Securities June 2012 - August 2012
Lionsgate February 2012 - June 2012
CITIC Securities June 2011 - August 2011
The Osbrink Agency March 2011 - May 2011
Kno, Inc. January 2011 - February 2011
Woodside Capital Partners July 2010 - August 2010
Skills
Financial Modeling, Marketing, PowerPoint, Research, Mergers & Acquisitions, Microsoft Office, Microsoft Excel, Microsoft Word
Education
University of California, Los Angeles 2009 — 2013
Bachelor of Arts (BA), Economics, Minor in Film
Saint Francis 2005 — 2009
Modify Watches February 2015 - Present
The Veloz Group January 2013 - April 2013
Wells Fargo Securities June 2012 - August 2012
Lionsgate February 2012 - June 2012
CITIC Securities June 2011 - August 2011
The Osbrink Agency March 2011 - May 2011
Kno, Inc. January 2011 - February 2011
Woodside Capital Partners July 2010 - August 2010
Skills
Financial Modeling, Marketing, PowerPoint, Research, Mergers & Acquisitions, Microsoft Office, Microsoft Excel, Microsoft Word
Education
University of California, Los Angeles 2009 — 2013
Bachelor of Arts (BA), Economics, Minor in Film
Saint Francis 2005 — 2009
Guowei Wu's Wells Fargo Securities Experience July 2007 - Present
Job Fixed Income Quant
Industry Financial Services
Experience
Wells Fargo Securities July 2007 - Present
ID Analytics October 2005 - July 2007
Morgan Stanley July 2004 - October 2005
JPMorgan Chase July 1999 - July 2004
Center for Adaptive Systems Applications (CASA) 1996 - 1999
Education
University of Idaho 1991 — 1995
Ph.D., Physics
Wells Fargo Securities July 2007 - Present
ID Analytics October 2005 - July 2007
Morgan Stanley July 2004 - October 2005
JPMorgan Chase July 1999 - July 2004
Center for Adaptive Systems Applications (CASA) 1996 - 1999
Education
University of Idaho 1991 — 1995
Ph.D., Physics
Andrew Volz, CFA's Wells Fargo Securities Experience August 2012 - Present
Job Director at Wells Fargo Securities: Prime Services Sales
Industry Financial Services
Experience
Wells Fargo Securities August 2012 - Present
Merlin Securities January 2011 - August 2012
Reval 2008 - January 2011
Nirvana Financial July 2007 - August 2008
Citigroup January 2006 - July 2007
Advanced Financial Applications January 2005 - January 2006
Skills
Electronic Trading, Trading Systems, Market Data, Equities, Hedge Funds, Risk Management, Trading, Options, Derivatives, Fixed Income, Capital Markets, Business Analysis, Portfolio Management, Valuation, Financial Risk, SDLC, Prime Brokerage, Financial Services
Education
The University of Connecticut 2000 — 2004
Bachelor's degree, Management Information Systems
Wells Fargo Securities August 2012 - Present
Merlin Securities January 2011 - August 2012
Reval 2008 - January 2011
Nirvana Financial July 2007 - August 2008
Citigroup January 2006 - July 2007
Advanced Financial Applications January 2005 - January 2006
Skills
Electronic Trading, Trading Systems, Market Data, Equities, Hedge Funds, Risk Management, Trading, Options, Derivatives, Fixed Income, Capital Markets, Business Analysis, Portfolio Management, Valuation, Financial Risk, SDLC, Prime Brokerage, Financial Services
Education
The University of Connecticut 2000 — 2004
Bachelor's degree, Management Information Systems
Daniel Hopson's Wells Fargo Securities Experience June 2005 - Present
Job Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo Securities June 2005 - Present
Education
University of California, San Diego 1994 — 1999
Bachelor's degree, Economics
Wells Fargo Securities June 2005 - Present
Education
University of California, San Diego 1994 — 1999
Bachelor's degree, Economics
Jay Bell's Wells Fargo Securities Experience May 2011 - Present
Job Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo Securities May 2011 - Present
Sequent Energy May 2005 - May 2011
Accenture June 2002 - April 2005
Education
University of Houston, C.T. Bauer College of Business 2006 — 2007
Masters, Finance
University of Houston, C.T. Bauer College of Business 1999 — 2002
BBA, Finance
Wells Fargo Securities May 2011 - Present
Sequent Energy May 2005 - May 2011
Accenture June 2002 - April 2005
Education
University of Houston, C.T. Bauer College of Business 2006 — 2007
Masters, Finance
University of Houston, C.T. Bauer College of Business 1999 — 2002
BBA, Finance
Tadd Liu's Wells Fargo Securities Experience May 2008 - Present
Job Capital Markets Analyst and Trading Operations
Industry Capital Markets
Experience
Wells Fargo Securities May 2008 - Present
Wells Capital Management November 2006 - May 2008
Wells Fargo January 2006 - November 2006
Fisher Investments August 2005 - January 2006
Skills
Investments, Financial Analysis, Financial Modeling, DCF, Valuation, Portfolio Management, Equities
Education
University of California, San Diego 2001 — 2005
B.S., Business Management
Wells Fargo Securities May 2008 - Present
Wells Capital Management November 2006 - May 2008
Wells Fargo January 2006 - November 2006
Fisher Investments August 2005 - January 2006
Skills
Investments, Financial Analysis, Financial Modeling, DCF, Valuation, Portfolio Management, Equities
Education
University of California, San Diego 2001 — 2005
B.S., Business Management
Derrick Beveridge, CFA's Wells Fargo Securities Experience February 2013 - Present
Job Associate at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities February 2013 - Present
Wells Fargo March 2010 - February 2013
Allen C. Ewing & Co. January 2007 - March 2010
Merrill Lynch May 2006 - September 2006
Skills
Financial Modeling, Fixed Income Analysis, Healthcare Industry, Investment Banking, Bank Mergers, Corporate Finance, Valuation, Capital Markets, Bloomberg
Education
University of Florida 2003 — 2007
BS, Economics
Wells Fargo Securities February 2013 - Present
Wells Fargo March 2010 - February 2013
Allen C. Ewing & Co. January 2007 - March 2010
Merrill Lynch May 2006 - September 2006
Skills
Financial Modeling, Fixed Income Analysis, Healthcare Industry, Investment Banking, Bank Mergers, Corporate Finance, Valuation, Capital Markets, Bloomberg
Education
University of Florida 2003 — 2007
BS, Economics
Will Larbi's Wells Fargo Securities Experience March 2011 - November 2014
Job . Confidential
Industry Financial Services
Experience
WAL Strategic Solutions, L.L.C October 2008 - Present
Wells Fargo Securities March 2011 - November 2014
Credit Suisse Investment Bank July 2010 - December 2010
Bloomberg Financial LP November 2008 - March 2010
Bank of America Merrill Lynch May 2005 - October 2008
Hudson United Bank (TD Bank) January 2001 - September 2003
Bank of America Merrill Lynch October 1999 - December 2000
Skills
Financial Risk, Banking, Investment Banking, Capital Markets, Portfolio Management, Management, Analysis, Business Analysis, Risk Management, Derivatives, Financial Analysis, Financial Modeling, Financial Reporting, Project Management, Corporate Finance
Education
Pace University "Seidenberg Graduate School"
MSc
Presec-Legon
Tema Secondary
University of Ghana
BA
WAL Strategic Solutions, L.L.C October 2008 - Present
Wells Fargo Securities March 2011 - November 2014
Credit Suisse Investment Bank July 2010 - December 2010
Bloomberg Financial LP November 2008 - March 2010
Bank of America Merrill Lynch May 2005 - October 2008
Hudson United Bank (TD Bank) January 2001 - September 2003
Bank of America Merrill Lynch October 1999 - December 2000
Skills
Financial Risk, Banking, Investment Banking, Capital Markets, Portfolio Management, Management, Analysis, Business Analysis, Risk Management, Derivatives, Financial Analysis, Financial Modeling, Financial Reporting, Project Management, Corporate Finance
Education
Pace University "Seidenberg Graduate School"
MSc
Presec-Legon
Tema Secondary
University of Ghana
BA
Trevor Seelye, CFA's Wells Fargo Securities Experience March 2010 - July 2013
Job Analyst at Gideon Asset Management
Industry Investment Management
Experience
Gideon Asset Management April 2014 - Present
Kodiak Oil & Gas, Inc. July 2013 - April 2014
Wells Fargo Securities March 2010 - July 2013
Janus Capital Group May 2006 - March 2010
UBS March 2004 - May 2006
Skills
Valuation, Financial Analysis, Finance, Financial Modeling, Equity Research, Equities, Strategic Financial..., Corporate Finance, Fixed Income, Analysis, Capital Markets, Investments, Investor Relations, Asset Management, Investment Management, Portfolio Management, Hedge Funds, Long/Short Equity, Relative Value, Financial Planning, Financial Reporting, Due Diligence, Bloomberg, Forecasting
Education
University of Denver 2008 — 2010
Master of Science, Finance
University of Colorado Boulder 1998 — 2003
BA, International Economics
Gideon Asset Management April 2014 - Present
Kodiak Oil & Gas, Inc. July 2013 - April 2014
Wells Fargo Securities March 2010 - July 2013
Janus Capital Group May 2006 - March 2010
UBS March 2004 - May 2006
Skills
Valuation, Financial Analysis, Finance, Financial Modeling, Equity Research, Equities, Strategic Financial..., Corporate Finance, Fixed Income, Analysis, Capital Markets, Investments, Investor Relations, Asset Management, Investment Management, Portfolio Management, Hedge Funds, Long/Short Equity, Relative Value, Financial Planning, Financial Reporting, Due Diligence, Bloomberg, Forecasting
Education
University of Denver 2008 — 2010
Master of Science, Finance
University of Colorado Boulder 1998 — 2003
BA, International Economics
Connie Wang's Wells Fargo Securities Experience July 2011 - Present
Job Equity Research Associate at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities July 2011 - Present
Mastodon Ventures May 2008 - June 2011
Wells Fargo 2007 - 2008
Skills
Financial Modeling, Valuation, Equity Research, Financial Analysis, Investment Banking, Equities, Mergers & Acquisitions, Capital Markets, Series 7, Bloomberg, Investments, Finance, Investment Advisory, Series 63
Education
University of Colorado at Boulder - Leeds School of Business
Bachelor of Science (BS), Business Administration - Finance & Accounting
Wells Fargo Securities July 2011 - Present
Mastodon Ventures May 2008 - June 2011
Wells Fargo 2007 - 2008
Skills
Financial Modeling, Valuation, Equity Research, Financial Analysis, Investment Banking, Equities, Mergers & Acquisitions, Capital Markets, Series 7, Bloomberg, Investments, Finance, Investment Advisory, Series 63
Education
University of Colorado at Boulder - Leeds School of Business
Bachelor of Science (BS), Business Administration - Finance & Accounting
Adam Fegyveresi's Wells Fargo Securities Experience September 2005 - April 2010
Job Treasury Division at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank May 2010 - Present
Wells Fargo Securities September 2005 - April 2010
Wells Fargo Securities August 2002 - August 2005
Merrill Lynch Investment Managers June 1998 - August 2002
Skills
Derivatives, Fixed Income, Portfolio Management, Risk Management, Financial Risk, Corporate Finance, Equities, Trading, FX Options, Securities, Investments, Business Analysis, Financial Services, Basel II, Treasury Management, Commodity, Analysis, Cross-functional Team..., Interest Rate Swaps, Financial Modeling, Money Market, Banking, Relationship Management, Credit Risk, Finance, Capital Markets, Financial Analysis, Strategic Financial...
Education
Wake Forest University School of Business 2005 — 2007
Masters, Business Administration
University of Delaware
Business, Finance and Economics
Wells Fargo Bank May 2010 - Present
Wells Fargo Securities September 2005 - April 2010
Wells Fargo Securities August 2002 - August 2005
Merrill Lynch Investment Managers June 1998 - August 2002
Skills
Derivatives, Fixed Income, Portfolio Management, Risk Management, Financial Risk, Corporate Finance, Equities, Trading, FX Options, Securities, Investments, Business Analysis, Financial Services, Basel II, Treasury Management, Commodity, Analysis, Cross-functional Team..., Interest Rate Swaps, Financial Modeling, Money Market, Banking, Relationship Management, Credit Risk, Finance, Capital Markets, Financial Analysis, Strategic Financial...
Education
Wake Forest University School of Business 2005 — 2007
Masters, Business Administration
University of Delaware
Business, Finance and Economics
Nicole Freeman's Wells Fargo Securities Experience July 2003 - Present
Job Managing Director, International Group Global Financial Institutions at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities July 2003 - Present
Banc of America Securities June 1996 - February 2003
Skills
Emerging Markets, Securitization, Syndications, Structured Finance, Loan Origination, Financial Institutions, Credit, Funding, Capital Markets, Investment Banking, Fixed Income, Series 7, Series 63, Structured Products, Financial Structuring, Derivatives
Education
University of South Carolina - Darla Moore School of Business 1994 — 1996
MIBS, International Business / Finance
University of Georgia - Terry College of Business 1986 — 1990
BBA, International Business / Finance
Wells Fargo Securities July 2003 - Present
Banc of America Securities June 1996 - February 2003
Skills
Emerging Markets, Securitization, Syndications, Structured Finance, Loan Origination, Financial Institutions, Credit, Funding, Capital Markets, Investment Banking, Fixed Income, Series 7, Series 63, Structured Products, Financial Structuring, Derivatives
Education
University of South Carolina - Darla Moore School of Business 1994 — 1996
MIBS, International Business / Finance
University of Georgia - Terry College of Business 1986 — 1990
BBA, International Business / Finance
Mitch Taylor, CFA's Wells Fargo Securities Experience January 2001 - Present
Job Managing Director, Wells Fargo
Industry Banking
Experience
Wells Fargo Securities January 2001 - Present
Education
University of California, Davis - Graduate School of Management 1999 — 2001
MBA, Finance
Wells Fargo Securities January 2001 - Present
Education
University of California, Davis - Graduate School of Management 1999 — 2001
MBA, Finance
Jared North's Wells Fargo Securities Experience October 2009 - August 2011
Job Associate at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets August 2011 - Present
RBC Capital Markets August 2011 - July 2012
Wells Fargo Securities October 2009 - August 2011
Skills
Financial Modeling, Investment Banking, Capital Markets, Valuation, Financial Analysis, Corporate Finance, Bloomberg, Investments, Private Equity, Equities, Due Diligence, Fixed Income, Finance
Education
University of Florida 2008 — 2009
Master of Science (M.S.), Finance
University of Florida 2005 — 2008
Bachelor of Science (B.S.), Business Administration / Finance
RBC Capital Markets August 2011 - Present
RBC Capital Markets August 2011 - July 2012
Wells Fargo Securities October 2009 - August 2011
Skills
Financial Modeling, Investment Banking, Capital Markets, Valuation, Financial Analysis, Corporate Finance, Bloomberg, Investments, Private Equity, Equities, Due Diligence, Fixed Income, Finance
Education
University of Florida 2008 — 2009
Master of Science (M.S.), Finance
University of Florida 2005 — 2008
Bachelor of Science (B.S.), Business Administration / Finance
Kelly Kucsma's Wells Fargo Securities Experience August 2009 - Present
Job Director at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities August 2009 - Present
Wachovia June 2007 - August 2009
Wachovia May 2006 - June 2007
Wachovia Securities, fka American Mortgage Network November 2001 - May 2006
American Residential Investment Trust April 1999 - November 2001
Bank of America May 1996 - April 1999
ITT Residential Capital Servicing Corporation, fka Bowest Corporation June 1985 - February 1996
Skills
Mortgage Lending, Loan Servicing, Portfolio Management, Finance, Mortgage Banking, Banking, Warehouse Lending, Risk Management, Operations Management, Operational Risk..., Change Management, Loan Origination
Education
University of California, San Diego 1984 — 1989
B.A., Economics
Wells Fargo Securities August 2009 - Present
Wachovia June 2007 - August 2009
Wachovia May 2006 - June 2007
Wachovia Securities, fka American Mortgage Network November 2001 - May 2006
American Residential Investment Trust April 1999 - November 2001
Bank of America May 1996 - April 1999
ITT Residential Capital Servicing Corporation, fka Bowest Corporation June 1985 - February 1996
Skills
Mortgage Lending, Loan Servicing, Portfolio Management, Finance, Mortgage Banking, Banking, Warehouse Lending, Risk Management, Operations Management, Operational Risk..., Change Management, Loan Origination
Education
University of California, San Diego 1984 — 1989
B.A., Economics
Jarred Marlin's Wells Fargo Securities Experience June 2013 - June 2014
Job Director at Credit Suisse
Industry Capital Markets
Experience
Credit Suisse November 2014 - Present
Wells Fargo Securities June 2013 - June 2014
UBS Investment Bank June 2011 - June 2013
Barclays Capital September 2006 - June 2011
Redwood Trust March 2003 - September 2006
Skills
Capital Markets, Hedge Funds, Structured Finance, Investments, Due Diligence, Business Relationship..., Sales, Sales Management, Marketing Strategy, Marketing, Derivatives, Finance
Education
University of Colorado at Boulder 1995 — 1999
Bachelor of Science (B.S.), Business Administration and Management, General
Credit Suisse November 2014 - Present
Wells Fargo Securities June 2013 - June 2014
UBS Investment Bank June 2011 - June 2013
Barclays Capital September 2006 - June 2011
Redwood Trust March 2003 - September 2006
Skills
Capital Markets, Hedge Funds, Structured Finance, Investments, Due Diligence, Business Relationship..., Sales, Sales Management, Marketing Strategy, Marketing, Derivatives, Finance
Education
University of Colorado at Boulder 1995 — 1999
Bachelor of Science (B.S.), Business Administration and Management, General
Daniel Schwimmer's Wells Fargo Securities Experience July 2013 - Present
Job Associate at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities July 2013 - Present
Wells Fargo Securities July 2010 - July 2013
Skills
Financial Modeling, Excel, Capital Markets, Microsoft Office, Microsoft Excel, Wealth Management, Investments, Alternative Investments, Bonds, Equity Valuation
Education
University of Florida 2009 — 2010
Master of Science (MS), Finance, General
University of Florida 2006 — 2010
Bachelor of Science (BS), Finance, General
Wells Fargo Securities July 2013 - Present
Wells Fargo Securities July 2010 - July 2013
Skills
Financial Modeling, Excel, Capital Markets, Microsoft Office, Microsoft Excel, Wealth Management, Investments, Alternative Investments, Bonds, Equity Valuation
Education
University of Florida 2009 — 2010
Master of Science (MS), Finance, General
University of Florida 2006 — 2010
Bachelor of Science (BS), Finance, General
Kenneth Nsofor's Wells Fargo Securities Experience August 2015 - Present
Job Investment Banking Associate at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities August 2015 - Present
Wells Fargo Securities May 2014 - August 2014
Navigant January 2010 - May 2013
GE Appliance & Lighting January 2009 - December 2009
GE Appliance & Lighting- Dishwasher Products July 2008 - December 2008
GE Appliance & Lighting - Cooking Products January 2008 - June 2008
GE Appliance & Lighting - Advanced Development July 2007 - December 2007
GE Appliance & Lighting - Refrigeration Products January 2007 - June 2007
Skills
Renewable Energy, Product Management, Energy, Management Consulting, Sustainability, Environmental Awareness, Cross-functional Team..., Engineering, Energy Efficiency, Program Management, Electronics
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Strategy and Finance
University of Connecticut 2002 — 2006
BSE, Electrical Engineering
Wells Fargo Securities August 2015 - Present
Wells Fargo Securities May 2014 - August 2014
Navigant January 2010 - May 2013
GE Appliance & Lighting January 2009 - December 2009
GE Appliance & Lighting- Dishwasher Products July 2008 - December 2008
GE Appliance & Lighting - Cooking Products January 2008 - June 2008
GE Appliance & Lighting - Advanced Development July 2007 - December 2007
GE Appliance & Lighting - Refrigeration Products January 2007 - June 2007
Skills
Renewable Energy, Product Management, Energy, Management Consulting, Sustainability, Environmental Awareness, Cross-functional Team..., Engineering, Energy Efficiency, Program Management, Electronics
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Strategy and Finance
University of Connecticut 2002 — 2006
BSE, Electrical Engineering
Itai Mordo's Wells Fargo Securities Experience February 2011 - Present
Job Business Systems Consultant at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Securities February 2011 - Present
Zoran May 2009 - February 2011
Independent Capital Management May 2008 - March 2009
Education
University of California, San Diego 2005 — 2007
Bachelor of Arts, Economics
Wells Fargo Securities February 2011 - Present
Zoran May 2009 - February 2011
Independent Capital Management May 2008 - March 2009
Education
University of California, San Diego 2005 — 2007
Bachelor of Arts, Economics
Dan Binn's Wells Fargo Securities Experience September 1996 - December 1997
Job Financial Advisor, Private Portfolios, Inc.
Industry Investment Management
Experience
Private Portfolios, Inc. August 2000 - Present
Sanwa Bank Wealth Management December 1997 - July 2000
Wells Fargo Securities September 1996 - December 1997
Education
University of California, Los Angeles 1992 — 1996
BA, Political Science
Private Portfolios, Inc. August 2000 - Present
Sanwa Bank Wealth Management December 1997 - July 2000
Wells Fargo Securities September 1996 - December 1997
Education
University of California, Los Angeles 1992 — 1996
BA, Political Science
Craig Rito's Wells Fargo Securities Experience February 2012 - Present
Job Wells Fargo Securities Global AML and Economic Sanctions
Industry Banking
Experience
Wells Fargo Securities February 2012 - Present
Deloitte March 2011 - February 2012
Deloitte Financial Advisory Services LLP March 2011 - February 2012
Bank of America March 2009 - March 2011
Bank of America September 2007 - March 2009
Bank of America August 2003 - September 2007
Skills
Banking, Financial Risk, AML, Bank Secrecy Act, Fraud
Education
Utica College 2008 — 2011
Masters of Science, Economic Crime Management
University of Central Florida 1995 — 2000
Finance, Finance
Lake Gibson High School 1992 — 1995
Wells Fargo Securities February 2012 - Present
Deloitte March 2011 - February 2012
Deloitte Financial Advisory Services LLP March 2011 - February 2012
Bank of America March 2009 - March 2011
Bank of America September 2007 - March 2009
Bank of America August 2003 - September 2007
Skills
Banking, Financial Risk, AML, Bank Secrecy Act, Fraud
Education
Utica College 2008 — 2011
Masters of Science, Economic Crime Management
University of Central Florida 1995 — 2000
Finance, Finance
Lake Gibson High School 1992 — 1995
Ron Nussbaum's Wells Fargo Securities Experience 2011 - Present
Job Investment Banking Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities 2011 - Present
Bank of America Merrill Lynch 2010 - 2011
Finance Connection March 2009 - June 2010
KPMG June 2009 - August 2009
Commerce Capital Group January 2009 - March 2009
Private Management Group June 2008 - August 2008
Skills
Financial Modeling, LBO, Capital IQ, Financial Analysis, Investment Banking, Valuation, Private Equity, Economics, Venture Capital, M&A experience, Bloomberg, Capital Markets, Corporate Finance, DCF, Equities
Education
University of California, Santa Barbara 2006 — 2010
Bachelor of Arts, Business-Economics with Accounting Emphasis
Wells Fargo Securities 2011 - Present
Bank of America Merrill Lynch 2010 - 2011
Finance Connection March 2009 - June 2010
KPMG June 2009 - August 2009
Commerce Capital Group January 2009 - March 2009
Private Management Group June 2008 - August 2008
Skills
Financial Modeling, LBO, Capital IQ, Financial Analysis, Investment Banking, Valuation, Private Equity, Economics, Venture Capital, M&A experience, Bloomberg, Capital Markets, Corporate Finance, DCF, Equities
Education
University of California, Santa Barbara 2006 — 2010
Bachelor of Arts, Business-Economics with Accounting Emphasis
Max Mojab's Wells Fargo Securities Experience July 2006 - Present
Job Fixed Income Sales at Wells Fargo Securities, LLC
Industry Financial Services
Experience
Wells Fargo Securities July 2006 - Present
Skills
Series 7, Series 63, Investments, Fixed Income, Securities, Banking, Financial Analysis, Bloomberg, Series 65, Asset Managment, Sales, Valuation, Credit Risk, Due Diligence, ABS, Financial Markets, Derivatives, Investment Banking, Treasury, Finance, Capital Markets, Structured Products, MBS, Bonds, FINRA, Swaps, High Yield, Trading, Interest Rate..., Asset Management
Education
UC Davis 2001 — 2004
Applied Math, Numerical Analysis
Wells Fargo Securities July 2006 - Present
Skills
Series 7, Series 63, Investments, Fixed Income, Securities, Banking, Financial Analysis, Bloomberg, Series 65, Asset Managment, Sales, Valuation, Credit Risk, Due Diligence, ABS, Financial Markets, Derivatives, Investment Banking, Treasury, Finance, Capital Markets, Structured Products, MBS, Bonds, FINRA, Swaps, High Yield, Trading, Interest Rate..., Asset Management
Education
UC Davis 2001 — 2004
Applied Math, Numerical Analysis
Brian Horwitt's Wells Fargo Securities Experience December 2010 - October 2013
Job Vice President of Capital Markets at Bayview Loan Servicing
Industry Banking
Experience
Bayview Loan Servicing, LLC October 2013 - Present
Wells Fargo Securities December 2010 - October 2013
SunTrust Mortgage June 2006 - December 2010
Bank of America August 2000 - May 2006
First Union 1993 - 2000
Skills
Residential Mortgages, Mortgage Banking, Secondary Market, Capital Markets, Loans, Mortgage Lending, MBS, Fixed Income, Structured Finance, Underwriting, Trading, Financial Services, Real Estate Economics, Credit, Banking, Loan Origination, Securitization, Series 7, Investments, Interest Rate Risk..., Bonds, Credit Analysis, Portfolio Management, Securities, Credit Risk, Valuation, Investment Banking, Bloomberg, Financial Structuring, Structured Products, Derivatives, Financial Modeling
Education
University of Dayton 1988 — 1992
B.S., Finance
Bayview Loan Servicing, LLC October 2013 - Present
Wells Fargo Securities December 2010 - October 2013
SunTrust Mortgage June 2006 - December 2010
Bank of America August 2000 - May 2006
First Union 1993 - 2000
Skills
Residential Mortgages, Mortgage Banking, Secondary Market, Capital Markets, Loans, Mortgage Lending, MBS, Fixed Income, Structured Finance, Underwriting, Trading, Financial Services, Real Estate Economics, Credit, Banking, Loan Origination, Securitization, Series 7, Investments, Interest Rate Risk..., Bonds, Credit Analysis, Portfolio Management, Securities, Credit Risk, Valuation, Investment Banking, Bloomberg, Financial Structuring, Structured Products, Derivatives, Financial Modeling
Education
University of Dayton 1988 — 1992
B.S., Finance
Scott Honig's Wells Fargo Securities Experience June 2010 - March 2011
Job Vice President, Business Banking Sales Manager at US Bank
Industry Banking
Experience
US Bank May 2014 - Present
US Bank May 2012 - February 2014
Q Advisors April 2011 - November 2011
Wells Fargo Securities June 2010 - March 2011
Skills
Financial Modeling, Credit Analysis, Valuation, Corporate Finance, Credit, Mergers, Banking, Capital Markets, Due Diligence, Finance, Financial Analysis, Investment Banking, Investments, Loans, Portfolio Management
Education
University of Colorado at Boulder - Leeds School of Business 2006 — 2010
Bachelor of Science (BS), Finance, General
US Bank May 2014 - Present
US Bank May 2012 - February 2014
Q Advisors April 2011 - November 2011
Wells Fargo Securities June 2010 - March 2011
Skills
Financial Modeling, Credit Analysis, Valuation, Corporate Finance, Credit, Mergers, Banking, Capital Markets, Due Diligence, Finance, Financial Analysis, Investment Banking, Investments, Loans, Portfolio Management
Education
University of Colorado at Boulder - Leeds School of Business 2006 — 2010
Bachelor of Science (BS), Finance, General
Doug Chin's Wells Fargo Securities Experience December 2000 - Present
Job Vice PresidentInstitutional Sales at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities December 2000 - Present
Prudential Securities May 1994 - December 2000
Lehman Brothers April 1987 - May 1994
Merrill Lynch Pierce Fenner & Smith September 1984 - April 1987
Skills
Credit, Investments, Mutual Funds, Fixed Income, Risk Management, Finance, Series 7, Loans, Bonds, Sales, Financial Analysis, Relationship Management, Banking
Education
University of Hawaii at Manoa
School of Travel Industry Management
University of Washington, Michael G. Foster School of Business
BA, Business Administration
Wells Fargo Securities December 2000 - Present
Prudential Securities May 1994 - December 2000
Lehman Brothers April 1987 - May 1994
Merrill Lynch Pierce Fenner & Smith September 1984 - April 1987
Skills
Credit, Investments, Mutual Funds, Fixed Income, Risk Management, Finance, Series 7, Loans, Bonds, Sales, Financial Analysis, Relationship Management, Banking
Education
University of Hawaii at Manoa
School of Travel Industry Management
University of Washington, Michael G. Foster School of Business
BA, Business Administration
Joseph Taylor, CPA's Wells Fargo Securities Experience 2013 - Present
Job Vice President, Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities 2013 - Present
Wells Fargo Securities 2006 - 2013
JGD & Associates LLP 2005 - 2006
Education
University of California, Santa Barbara 2000 — 2004
BS, Mathematical Finance & Statistics
University of California, Santa Barbara 2000 — 2004
BA, Business Economics & Accounting
Wells Fargo Securities 2013 - Present
Wells Fargo Securities 2006 - 2013
JGD & Associates LLP 2005 - 2006
Education
University of California, Santa Barbara 2000 — 2004
BS, Mathematical Finance & Statistics
University of California, Santa Barbara 2000 — 2004
BA, Business Economics & Accounting
Evan Faucher's Wells Fargo Securities Experience July 2010 - Present
Job at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities July 2010 - Present
Wells Fargo Investments August 2008 - July 2010
Vineyard Bank October 2005 - July 2008
Skills
Fixed Income, Capital Markets, Finance, Credit, Series 7, Bloomberg, Banking, Investments, Financial Analysis, Portfolio Management, Asset Management, Bonds, Credit Analysis, Asset Managment, Series 63
Education
UCLA
Wells Fargo Securities July 2010 - Present
Wells Fargo Investments August 2008 - July 2010
Vineyard Bank October 2005 - July 2008
Skills
Fixed Income, Capital Markets, Finance, Credit, Series 7, Bloomberg, Banking, Investments, Financial Analysis, Portfolio Management, Asset Management, Bonds, Credit Analysis, Asset Managment, Series 63
Education
UCLA
Charlie Crowley's Wells Fargo Securities Experience 2013 - Present
Job Managing Director at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities 2013 - Present
Keefe, Bruyette & Woods 1997 - 2013
Sandler O'Neill 1991 - 1997
IPS-Sendero 1986 - 1991
IPS-Sendero 1986 - 1990
Hibernia Bank 1983 - 1986
Skills
Capital Markets, Fixed Income, Valuation, Financial Modeling, Structured Products, Derivatives
Education
University of Connecticut 1981 — 1982
MA, Economics
St. Anselm College 1977 — 1981
BA, Business and Economics
Wells Fargo Securities 2013 - Present
Keefe, Bruyette & Woods 1997 - 2013
Sandler O'Neill 1991 - 1997
IPS-Sendero 1986 - 1991
IPS-Sendero 1986 - 1990
Hibernia Bank 1983 - 1986
Skills
Capital Markets, Fixed Income, Valuation, Financial Modeling, Structured Products, Derivatives
Education
University of Connecticut 1981 — 1982
MA, Economics
St. Anselm College 1977 — 1981
BA, Business and Economics
Michael Peerson, CFA's Wells Fargo Securities Experience March 2013 - Present
Job Vice President, NonAgency RMBS Trader at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities March 2013 - Present
Wells Fargo Securities June 2012 - March 2013
Wells Fargo Securities November 2010 - June 2012
Wells Fargo Securities November 2009 - November 2010
Wells Fargo Securities June 2007 - November 2009
Skills
ABS, Series 7, Valuation, Fixed Income, Financial Modeling, Capital Markets, CDO, Investment Banking, Bloomberg, Derivatives, Hedge Funds, Bonds, Series 63, Alternative Investments, Trading
Education
University of Florida - Warrington College of Business Administration 2006 — 2007
M.S., Finance
University of Florida - Warrington College of Business Administration 2003 — 2006
B.S.B.A., Finance
Wells Fargo Securities March 2013 - Present
Wells Fargo Securities June 2012 - March 2013
Wells Fargo Securities November 2010 - June 2012
Wells Fargo Securities November 2009 - November 2010
Wells Fargo Securities June 2007 - November 2009
Skills
ABS, Series 7, Valuation, Fixed Income, Financial Modeling, Capital Markets, CDO, Investment Banking, Bloomberg, Derivatives, Hedge Funds, Bonds, Series 63, Alternative Investments, Trading
Education
University of Florida - Warrington College of Business Administration 2006 — 2007
M.S., Finance
University of Florida - Warrington College of Business Administration 2003 — 2006
B.S.B.A., Finance
Vanitha (Parthasarathy) Kathrotia's Wells Fargo Securities Experience August 2015 - Present
Job
Industry Investment Banking
Experience
Wells Fargo Securities August 2015 - Present
Skills
Financial Modeling, Relationship Management, Financial Analysis, Portfolio Management, Risk Management, Loans, Capital Markets, Financial Structuring, Underwriting, Business Development
Education
New York University, Stern School of Business 2013 — 2015
Master of Business Administration (MBA)
University of California, Santa Barbara 2001 — 2004
BA
Wells Fargo Securities August 2015 - Present
Skills
Financial Modeling, Relationship Management, Financial Analysis, Portfolio Management, Risk Management, Loans, Capital Markets, Financial Structuring, Underwriting, Business Development
Education
New York University, Stern School of Business 2013 — 2015
Master of Business Administration (MBA)
University of California, Santa Barbara 2001 — 2004
BA
Darin Siegel's Wells Fargo Securities Experience October 2013 - December 2013
Job Project Manager at Amgen
Industry Management Consulting
Experience
Amgen July 2015 - Present
DCS Inc. March 2011 - Present
Santa Barbara Youth Rugby Club October 2010 - Present
Amgen February 2015 - July 2015
Alzheimer's Association® July 2014 - January 2015
Wells Fargo Securities October 2013 - December 2013
Amgen August 2012 - September 2013
Yardi Systems April 2010 - August 2010
Yardi Systems December 2009 - April 2010
Rogers CMS Realty, Inc June 2006 - April 2010
Skills
Process Improvement, Performance Management, People Management, Project Implementation, Program Management, Software Project..., Agile Project Management, Research Project..., Process Development, Business Process..., Problem Solving, Management, Project Management, Analysis, Process Simulation, Access, Business Intelligence, Budgets, Sales, Team Building, Strategy, Business Planning, Strategic Planning, Financial Analysis, Change Management, Business Analysis, Finance, System Administration, Software Documentation, Business Process, Operations Management, Training, Cross-functional Team..., Management Consulting, CRM, Leadership, Human Resources, Quality Assurance, Coaching, Risk Management, Consulting, Public Speaking, Team Leadership, Customer Service, Account Management, Vendor Management, Microsoft Office
Education
California State University - Channel Islands 2007 — 2009
Masters, Business Administration
University of California, Santa Barbara 1990 — 1993
BS, Law and Society
Hula Anyone
Traditional Hula and Tahitian dance
Amgen July 2015 - Present
DCS Inc. March 2011 - Present
Santa Barbara Youth Rugby Club October 2010 - Present
Amgen February 2015 - July 2015
Alzheimer's Association® July 2014 - January 2015
Wells Fargo Securities October 2013 - December 2013
Amgen August 2012 - September 2013
Yardi Systems April 2010 - August 2010
Yardi Systems December 2009 - April 2010
Rogers CMS Realty, Inc June 2006 - April 2010
Skills
Process Improvement, Performance Management, People Management, Project Implementation, Program Management, Software Project..., Agile Project Management, Research Project..., Process Development, Business Process..., Problem Solving, Management, Project Management, Analysis, Process Simulation, Access, Business Intelligence, Budgets, Sales, Team Building, Strategy, Business Planning, Strategic Planning, Financial Analysis, Change Management, Business Analysis, Finance, System Administration, Software Documentation, Business Process, Operations Management, Training, Cross-functional Team..., Management Consulting, CRM, Leadership, Human Resources, Quality Assurance, Coaching, Risk Management, Consulting, Public Speaking, Team Leadership, Customer Service, Account Management, Vendor Management, Microsoft Office
Education
California State University - Channel Islands 2007 — 2009
Masters, Business Administration
University of California, Santa Barbara 1990 — 1993
BS, Law and Society
Hula Anyone
Traditional Hula and Tahitian dance
Catherine T. Nguyen's Wells Fargo Securities Experience September 2012 - Present
Job Associate at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities September 2012 - Present
Wells Fargo Securities, LLC June 2010 - September 2012
KPMG Advisory June 2009 - August 2009
GE Capital June 2008 - August 2008
Skills
Financial Analysis, Financial Modeling, Investment Banking, Valuation, Capital Markets, Finance, Bloomberg, Corporate Finance, Fixed Income, Equities, Credit Analysis, Credit, Banking, Business Valuation, Risk Management, Credit Risk, Capital IQ, Relationship Management, Leveraged Finance, Equity Valuation, Financial Reporting
Education
University of Florida - Warrington College Of Business 2005 — 2009
Finance, Finance, General
Wells Fargo Securities September 2012 - Present
Wells Fargo Securities, LLC June 2010 - September 2012
KPMG Advisory June 2009 - August 2009
GE Capital June 2008 - August 2008
Skills
Financial Analysis, Financial Modeling, Investment Banking, Valuation, Capital Markets, Finance, Bloomberg, Corporate Finance, Fixed Income, Equities, Credit Analysis, Credit, Banking, Business Valuation, Risk Management, Credit Risk, Capital IQ, Relationship Management, Leveraged Finance, Equity Valuation, Financial Reporting
Education
University of Florida - Warrington College Of Business 2005 — 2009
Finance, Finance, General
Glenn Gough's Wells Fargo Securities Experience April 2009 - Present
Job Vice President at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities April 2009 - Present
Banc of America Securities / Merrill Lynch December 2005 - April 2009
KPMG LLP June 2004 - October 2005
Merrill Lynch January 2003 - June 2003
Skills
Series 7, Series 63, Fixed Income, Investment Banking, Bonds, Public Finance, Securities, Uniform Combined State..., Financial Structuring, Credit Analysis, Mutual Funds, Structured Products, Alternative Investments, Equities, Structured Finance, Asset Allocation
Education
University of Florida - Warrington College Of Business 2003 — 2004
Master of Science (M.S.), Finance
University of Florida - Warrington College Of Business 2000 — 2002
Bachelor of Science (B.S.), Finance
Wells Fargo Securities April 2009 - Present
Banc of America Securities / Merrill Lynch December 2005 - April 2009
KPMG LLP June 2004 - October 2005
Merrill Lynch January 2003 - June 2003
Skills
Series 7, Series 63, Fixed Income, Investment Banking, Bonds, Public Finance, Securities, Uniform Combined State..., Financial Structuring, Credit Analysis, Mutual Funds, Structured Products, Alternative Investments, Equities, Structured Finance, Asset Allocation
Education
University of Florida - Warrington College Of Business 2003 — 2004
Master of Science (M.S.), Finance
University of Florida - Warrington College Of Business 2000 — 2002
Bachelor of Science (B.S.), Finance
David Cheng, CPA's Wells Fargo Securities Experience June 2014 - Present
Job Internal Auditor at Camden Property Trust
Industry Accounting
Experience
Camden Property Trust July 2015 - Present
Wells Fargo Securities June 2014 - Present
Skills
SEC filings, Sarbanes-Oxley Act, Internal Controls, GAAP
Education
University of Houston, C.T. Bauer College of Business 2006 — 2008
Accounting, Accounting
Camden Property Trust July 2015 - Present
Wells Fargo Securities June 2014 - Present
Skills
SEC filings, Sarbanes-Oxley Act, Internal Controls, GAAP
Education
University of Houston, C.T. Bauer College of Business 2006 — 2008
Accounting, Accounting
Joshua Gillman's Wells Fargo Securities Experience May 2014 - Present
Job Equity Derivatives Trader
Industry Financial Services
Experience
Wells Fargo Securities May 2014 - Present
Wells Fargo Securities August 2011 - May 2014
Merrill Lynch May 2010 - August 2010
MFE-Investment Committee Hedge Fund, September 2009 - June 2010
Financial Management Association (FMA), January 2009 - June 2010
Skills
Equities, Derivatives, Trading, Investments, Hedge Funds, Financial Markets, Investment Strategies, Financial Modeling, Equity Valuation, Valuation, Economics, Capital Markets, Equity Research, Portfolio Management, Options, Corporate Finance, Market Research, Alternative Investments, Bloomberg
Education
University of Hawaii at Manoa 2008 — 2011
BBA, Finance
Wells Fargo Securities May 2014 - Present
Wells Fargo Securities August 2011 - May 2014
Merrill Lynch May 2010 - August 2010
MFE-Investment Committee Hedge Fund, September 2009 - June 2010
Financial Management Association (FMA), January 2009 - June 2010
Skills
Equities, Derivatives, Trading, Investments, Hedge Funds, Financial Markets, Investment Strategies, Financial Modeling, Equity Valuation, Valuation, Economics, Capital Markets, Equity Research, Portfolio Management, Options, Corporate Finance, Market Research, Alternative Investments, Bloomberg
Education
University of Hawaii at Manoa 2008 — 2011
BBA, Finance
Charles Richie Sansom's Wells Fargo Securities Experience January 2013 - Present
Job Analyst, Central Clearing at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities January 2013 - Present
Wells Fargo Securities 2011 - 2012
Intermediary Associates 2009 - 2011
Blanton & Moore, LLC 2006 - 2008
Bank of America 2003 - 2005
Skills
Trading, Fixed Income, Derivatives, Capital Markets, Risk Management
Education
University of Georgia - Terry College of Business
Bachelor of Business Administration (BBA), Finance
Wells Fargo Securities January 2013 - Present
Wells Fargo Securities 2011 - 2012
Intermediary Associates 2009 - 2011
Blanton & Moore, LLC 2006 - 2008
Bank of America 2003 - 2005
Skills
Trading, Fixed Income, Derivatives, Capital Markets, Risk Management
Education
University of Georgia - Terry College of Business
Bachelor of Business Administration (BBA), Finance
Andrew Amend's Wells Fargo Securities Experience June 2013 - Present
Job Analyst, Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2013 - Present
Gator Student Investment Fund July 2011 - Present
MicroFinance Foundation October 2010 - Present
Altamont Global Partners May 2011 - August 2011
Printpack Inc May 2010 - August 2010
Skills
Finance
Education
University of Florida - Warrington College Of Business 2009 — 2013
Finance
Seminole High School
University of Florida Hough Graduate School of Business
Master of Science, Finance
Wells Fargo Securities June 2013 - Present
Gator Student Investment Fund July 2011 - Present
MicroFinance Foundation October 2010 - Present
Altamont Global Partners May 2011 - August 2011
Printpack Inc May 2010 - August 2010
Skills
Finance
Education
University of Florida - Warrington College Of Business 2009 — 2013
Finance
Seminole High School
University of Florida Hough Graduate School of Business
Master of Science, Finance
Noam Beno's Wells Fargo Securities Experience June 2012 - June 2015
Job M&A and Priceline Ventures Associate at Priceline Group
Industry
Experience
Priceline.com July 2015 - Present
Wells Fargo Securities June 2012 - June 2015
Skills
Bloomberg, Valuation, Financial Modeling, Capital Markets, Financial Analysis, Investment Banking, Investments, Mergers
Education
University of Florida 2011 — 2012
Masters, Finance
University of Florida 2005 — 2009
Bachelor's degree, Finance
Priceline.com July 2015 - Present
Wells Fargo Securities June 2012 - June 2015
Skills
Bloomberg, Valuation, Financial Modeling, Capital Markets, Financial Analysis, Investment Banking, Investments, Mergers
Education
University of Florida 2011 — 2012
Masters, Finance
University of Florida 2005 — 2009
Bachelor's degree, Finance
Jonathan Boltuch's Wells Fargo Securities Experience June 2012 - Present
Job Associate at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2012 - Present
Crosstree Capital Partners, Inc. May 2011 - August 2011
Skills
Capital IQ, Corporate Finance, Investment Banking, Valuation, Bloomberg, Financial Modeling, Capital Markets
Education
University of Florida 2011 — 2012
Master of Science (M.S.), Finance
University of Florida - Warrington College Of Business 2008 — 2011
Bachelor's degree, Finance
Wells Fargo Securities June 2012 - Present
Crosstree Capital Partners, Inc. May 2011 - August 2011
Skills
Capital IQ, Corporate Finance, Investment Banking, Valuation, Bloomberg, Financial Modeling, Capital Markets
Education
University of Florida 2011 — 2012
Master of Science (M.S.), Finance
University of Florida - Warrington College Of Business 2008 — 2011
Bachelor's degree, Finance
Tony Klingen's Wells Fargo Securities Experience March 2014 - Present
Job Analyst
Industry Financial Services
Experience
Wells Fargo Securities March 2014 - Present
BGC Partners August 2012 - August 2013
U.S. Bank May 2012 - August 2012
Education
University of Colorado at Boulder - Leeds School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance
University of Virginia
International Business
Eden Prairie High School 2005 — 2008
Wells Fargo Securities March 2014 - Present
BGC Partners August 2012 - August 2013
U.S. Bank May 2012 - August 2012
Education
University of Colorado at Boulder - Leeds School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance
University of Virginia
International Business
Eden Prairie High School 2005 — 2008
Jonathan Gaines's Wells Fargo Securities Experience February 2013 - Present
Job Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities February 2013 - Present
Deutsche Bank February 2011 - February 2013
Education
University of Central Florida 2006 — 2010
Wells Fargo Securities February 2013 - Present
Deutsche Bank February 2011 - February 2013
Education
University of Central Florida 2006 — 2010
Charlie Owens's Wells Fargo Securities Experience June 2012 - Present
Job Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2012 - Present
Bank of America Merrill Lynch September 2001 - June 2012
Education
University of Central Florida
Wells Fargo Securities June 2012 - Present
Bank of America Merrill Lynch September 2001 - June 2012
Education
University of Central Florida
Stevan Smith's Wells Fargo Securities Experience September 2013 - Present
Job Graphic Design Consultant 3 at Wells Fargo Securities
Industry Graphic Design
Experience
Wells Fargo Securities September 2013 - Present
Integrale Advisors February 2010 - February 2013
Williams Lea March 2002 - March 2008
Bowne Business Solutions December 1996 - December 2001
UMC February 1995 - December 1996
Johnson Controls World Services December 1993 - December 1994
NSP Inc/Microlink Inc/PPI Inc June 1984 - December 1993
Skills
Microsoft Office, Adobe Creative Suite, ArcGIS, DI Desktop, Powertools, Adobe Acrobat, Layout, Logo Design
Education
University of Colorado at Boulder 1978 — 1979
N/A, Communication, General, N/A
Wells Fargo Securities September 2013 - Present
Integrale Advisors February 2010 - February 2013
Williams Lea March 2002 - March 2008
Bowne Business Solutions December 1996 - December 2001
UMC February 1995 - December 1996
Johnson Controls World Services December 1993 - December 1994
NSP Inc/Microlink Inc/PPI Inc June 1984 - December 1993
Skills
Microsoft Office, Adobe Creative Suite, ArcGIS, DI Desktop, Powertools, Adobe Acrobat, Layout, Logo Design
Education
University of Colorado at Boulder 1978 — 1979
N/A, Communication, General, N/A
Naghmeh Ghorban's Wells Fargo Securities Experience August 2007 - 2014
Job Executive Assistant to CIO @ Salesforce.com
Industry Internet
Experience
Wells Fargo Securities August 2007 - 2014
Education
University of California, Davis
Wells Fargo Securities August 2007 - 2014
Education
University of California, Davis
Dominic Aquilina's Wells Fargo Securities Experience September 2012 - March 2015
Job Vice President at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities September 2012 - March 2015
Sagent Advisors June 2011 - August 2012
Sagent Advisors October 2009 - June 2011
Wells Fargo Securities June 2008 - October 2009
Education
University of Florida 2007 — 2008
Master of Science (MS), Finance, General
University of Florida 2004 — 2007
Bachelor of Science (BS), Finance, General
Wells Fargo Securities September 2012 - March 2015
Sagent Advisors June 2011 - August 2012
Sagent Advisors October 2009 - June 2011
Wells Fargo Securities June 2008 - October 2009
Education
University of Florida 2007 — 2008
Master of Science (MS), Finance, General
University of Florida 2004 — 2007
Bachelor of Science (BS), Finance, General
Brandon Herrin's Wells Fargo Securities Experience January 2010 - July 2011
Job Associate at Falcon Affiliates
Industry Venture Capital & Private Equity
Experience
Falcon Affiliates August 2015 - Present
LNK Partners July 2013 - July 2015
Bank of America Merrill Lynch August 2011 - June 2013
Wells Fargo Securities January 2010 - July 2011
Education
University of Georgia - Terry College of Business 2005 — 2009
Bachelor of Business Administration (BBA), Finance
University of Georgia - Terry College of Business 2005 — 2009
Bachelor of Business Administration (BBA), Management
Falcon Affiliates August 2015 - Present
LNK Partners July 2013 - July 2015
Bank of America Merrill Lynch August 2011 - June 2013
Wells Fargo Securities January 2010 - July 2011
Education
University of Georgia - Terry College of Business 2005 — 2009
Bachelor of Business Administration (BBA), Finance
University of Georgia - Terry College of Business 2005 — 2009
Bachelor of Business Administration (BBA), Management
Jack Jin's Wells Fargo Securities Experience June 2011 - Present
Job Associate at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2011 - Present
Skills
Structured Finance, Financial Modeling, Bloomberg, Microsoft Excel, Intex Desktop, VBA, Investment Banking, Asset Backed Financing, Risk Management, Bond Pricing, Loans, Portfolio Management, Credit Analysis, Financial Analysis, Mortgage Lending, Fixed Income, DCF
Education
University of Florida 2007 — 2011
Bachelor of Science (BS), Finance, General
University of Florida 2007 — 2011
Bachelor of Science (BS), Mathematics
Wells Fargo Securities June 2011 - Present
Skills
Structured Finance, Financial Modeling, Bloomberg, Microsoft Excel, Intex Desktop, VBA, Investment Banking, Asset Backed Financing, Risk Management, Bond Pricing, Loans, Portfolio Management, Credit Analysis, Financial Analysis, Mortgage Lending, Fixed Income, DCF
Education
University of Florida 2007 — 2011
Bachelor of Science (BS), Finance, General
University of Florida 2007 — 2011
Bachelor of Science (BS), Mathematics
Nick Deering's Wells Fargo Securities Experience June 2015 - Present
Job
Industry Financial Services
Experience
Wells Fargo Securities June 2015 - Present
ETX Capital June 2014 - August 2014
Dunkin Donuts February 2012 - August 2013
Education
University of Florida - Warrington College of Business Administration 2012 — 2016
Bachelor of Science in Business Administration, Finance, Senior
Wells Fargo Securities June 2015 - Present
ETX Capital June 2014 - August 2014
Dunkin Donuts February 2012 - August 2013
Education
University of Florida - Warrington College of Business Administration 2012 — 2016
Bachelor of Science in Business Administration, Finance, Senior
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial