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
Alexander Bales Alexander Bales's Wells Fargo Securities Experience June 2015 - August 2015
Job StudentAthlete at the University of North Carolina
Industry Financial Services
Experience
Wells Fargo Securities June 2015 - August 2015
Harris Williams & Co. May 2015 - May 2015
University of North Carolina at Chapel Hill September 2013 - May 2014
Skills
Coaching, Microsoft Excel, PowerPoint, Spanish, Public Speaking, Teamwork, Fitness, Bloomberg Terminal
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2016
Bachelor's Degree, Business Administration and Management, Corporate Finance, Junior
University of North Carolina at Chapel Hill 2012 — 2016
Bachelor's Degree, Mathematical Decision Sciences, Junior
Kenan-Flagler Global Immersion Elective in Heredia, Costa Rica
Rockhurst High School 2008 — 2012
High School
Wells Fargo Securities June 2015 - August 2015
Harris Williams & Co. May 2015 - May 2015
University of North Carolina at Chapel Hill September 2013 - May 2014
Skills
Coaching, Microsoft Excel, PowerPoint, Spanish, Public Speaking, Teamwork, Fitness, Bloomberg Terminal
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2016
Bachelor's Degree, Business Administration and Management, Corporate Finance, Junior
University of North Carolina at Chapel Hill 2012 — 2016
Bachelor's Degree, Mathematical Decision Sciences, Junior
Kenan-Flagler Global Immersion Elective in Heredia, Costa Rica
Rockhurst High School 2008 — 2012
High School
David Brisson David Brisson's Wells Fargo Securities Experience July 2005 - Present
Job Vice President at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities July 2005 - Present
Skills
Capital Markets, Fixed Income, Investments, Finance
Education
University of Nebraska at Omaha
Master of Business Administration (MBA)
Wells Fargo Securities July 2005 - Present
Skills
Capital Markets, Fixed Income, Investments, Finance
Education
University of Nebraska at Omaha
Master of Business Administration (MBA)
Tom Behringer Tom Behringer's Wells Fargo Securities Experience June 2013 - June 2015
Job Analyst at Seaport Capital
Industry Venture Capital & Private Equity
Experience
Seaport Capital July 2015 - Present
Wells Fargo Securities June 2013 - June 2015
Wells Fargo Securities June 2012 - August 2012
Gelber Group May 2011 - July 2011
Skills
Financial Modeling
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2013
Bachelor of Business Administration, Finance, with Distinction
Seaport Capital July 2015 - Present
Wells Fargo Securities June 2013 - June 2015
Wells Fargo Securities June 2012 - August 2012
Gelber Group May 2011 - July 2011
Skills
Financial Modeling
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2013
Bachelor of Business Administration, Finance, with Distinction
Matthew Recker's Wells Fargo Securities Experience June 2015 - Present
Job Incoming Investment Banking Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2015 - Present
Maize and Blue Fund October 2014 - Present
Pi Kappa Phi Fraternity January 2014 - January 2015
Morningstar May 2014 - July 2014
Stout Risius Ross August 2013 - August 2013
Ameriprise Financial Services, Inc. May 2013 - August 2013
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2016
Bachelor of Business Administration
Orchard Lake St. Mary's Prep 2008 — 2012
Graduated Summa Cum Laude
Wells Fargo Securities June 2015 - Present
Maize and Blue Fund October 2014 - Present
Pi Kappa Phi Fraternity January 2014 - January 2015
Morningstar May 2014 - July 2014
Stout Risius Ross August 2013 - August 2013
Ameriprise Financial Services, Inc. May 2013 - August 2013
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2016
Bachelor of Business Administration
Orchard Lake St. Mary's Prep 2008 — 2012
Graduated Summa Cum Laude
Benjamin Koch's Wells Fargo Securities Experience June 2015 - Present
Job Investment Banking Summer Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2015 - Present
Hilliard Lyons May 2014 - August 2014
Sigma Alpha Epsilon Fraternity April 2013 - March 2014
Skills
Financial Modeling, Market Research, Financial Analysis, Leadership, Social Media
Education
University of Kentucky 2012 — 2016
BA, Economics
University of Kentucky 2012 — 2016
BS, Finance
Wells Fargo Securities June 2015 - Present
Hilliard Lyons May 2014 - August 2014
Sigma Alpha Epsilon Fraternity April 2013 - March 2014
Skills
Financial Modeling, Market Research, Financial Analysis, Leadership, Social Media
Education
University of Kentucky 2012 — 2016
BA, Economics
University of Kentucky 2012 — 2016
BS, Finance
Elizabeth Moran Elizabeth Moran's Wells Fargo Securities Experience June 2013 - June 2014
Job Equity Research Associate Analyst at Stifel
Industry Financial Services
Experience
Wells Fargo Securities June 2013 - June 2014
The Lemma Senbet Fund May 2012 - May 2013
PwC June 2012 - August 2012
The Motley Fool June 2011 - August 2011
On The Mark Promotions August 2010 - October 2010
Merrill Lynch June 2010 - August 2010
Teavana June 2008 - August 2009
Skills
French Language, Financial Analysis, Public Speaking, Microsoft Excel, Microsoft Office, PowerPoint, Research, Social Media, Customer Service, Marketing, Event Planning, English, Finance, Investments
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2013
Bachelor of Science, Finance, 4.0
University of Maryland College Park 2009 — 2013
Bachelor of Science (B.S.), Finance, General
SKEMA Business School 2012 — 2012
MSc, Financial Markets and Investments
THS
Wells Fargo Securities June 2013 - June 2014
The Lemma Senbet Fund May 2012 - May 2013
PwC June 2012 - August 2012
The Motley Fool June 2011 - August 2011
On The Mark Promotions August 2010 - October 2010
Merrill Lynch June 2010 - August 2010
Teavana June 2008 - August 2009
Skills
French Language, Financial Analysis, Public Speaking, Microsoft Excel, Microsoft Office, PowerPoint, Research, Social Media, Customer Service, Marketing, Event Planning, English, Finance, Investments
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2013
Bachelor of Science, Finance, 4.0
University of Maryland College Park 2009 — 2013
Bachelor of Science (B.S.), Finance, General
SKEMA Business School 2012 — 2012
MSc, Financial Markets and Investments
THS
Ryan Prowizor Ryan Prowizor's Wells Fargo Securities Experience May 2014 - Present
Job Securities Administration Services Analyst 2 at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities May 2014 - Present
Carlson School of Management September 2011 - Present
ADOGO Pet Hotel January 2014 - May 2014
Gasthof Zur Gemütlichkeit January 2013 - January 2014
Wells Fargo May 2013 - August 2013
Rapid Park May 2010 - October 2012
Holiday Inn Metrodome September 2011 - July 2012
Majestic Oaks Golf July 2009 - September 2010
Common Cents Furniture April 2007 - September 2010
Skills
English & Spanish..., Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Prezi, Banquets, Security
Education
University of Minnesota - Carlson School of Management 2010 — 2014
Bachelor's degree, Finance
Wells Fargo Securities May 2014 - Present
Carlson School of Management September 2011 - Present
ADOGO Pet Hotel January 2014 - May 2014
Gasthof Zur Gemütlichkeit January 2013 - January 2014
Wells Fargo May 2013 - August 2013
Rapid Park May 2010 - October 2012
Holiday Inn Metrodome September 2011 - July 2012
Majestic Oaks Golf July 2009 - September 2010
Common Cents Furniture April 2007 - September 2010
Skills
English & Spanish..., Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Prezi, Banquets, Security
Education
University of Minnesota - Carlson School of Management 2010 — 2014
Bachelor's degree, Finance
Trevor Radbourne's Wells Fargo Securities Experience May 2015 - Present
Job Management Associate at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities May 2015 - Present
I.S.D. LLC November 2014 - Present
US Navy November 2008 - July 2012
Menards Corporation August 2005 - February 2007
Skills
Highly detail oriented, Team Leadership, Microsoft Excel, Interpersonal..., Critical Thinking, Teamwork, Training, International Business, Innovation Management, Finance, Change Management, Microsoft Office, Leadership, Customer Service, Time Management, PowerPoint, Microsoft Word
Education
University of Minnesota - Carlson School of Management 2012 — 2015
BSB, Finance & Entrepreneurship
Wells Fargo Securities May 2015 - Present
I.S.D. LLC November 2014 - Present
US Navy November 2008 - July 2012
Menards Corporation August 2005 - February 2007
Skills
Highly detail oriented, Team Leadership, Microsoft Excel, Interpersonal..., Critical Thinking, Teamwork, Training, International Business, Innovation Management, Finance, Change Management, Microsoft Office, Leadership, Customer Service, Time Management, PowerPoint, Microsoft Word
Education
University of Minnesota - Carlson School of Management 2012 — 2015
BSB, Finance & Entrepreneurship
Kent Kiewatt Kent Kiewatt's Wells Fargo Securities Experience July 1993 - Present
Job Director Fixed Income Sales at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities July 1993 - Present
Wells Fargo Securities January 2007 - January 2014
Skills
Fixed Income, Bonds, Capital Markets, Investments, Portfolio Management, Financial Services, Asset Allocation, Investment Strategies, Strategy, Asset Management
Education
University of Minnesota-Twin Cities 1988 — 1993
BS, Economics
Wells Fargo Securities July 1993 - Present
Wells Fargo Securities January 2007 - January 2014
Skills
Fixed Income, Bonds, Capital Markets, Investments, Portfolio Management, Financial Services, Asset Allocation, Investment Strategies, Strategy, Asset Management
Education
University of Minnesota-Twin Cities 1988 — 1993
BS, Economics
Covell Adams Covell Adams's Wells Fargo Securities Experience June 2015 - Present
Job Director, ABF Capital Markets at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2015 - Present
The Structured Finance Industry Group, Inc. July 2013 - Present
Wells Fargo Securities July 2012 - Present
Bank of America Merrill Lynch November 2010 - June 2012
Banc of America Securities LLC December 2005 - November 2010
Bank of America October 2000 - December 2005
Bank of America June 2000 - October 2000
Skills
Capital Markets, Structured Finance, Fixed Income, Credit Analysis, Investment Banking, Securities, Series 7, Banking, Hedge Funds, Derivatives, Bonds
Education
University of North Carolina at Chapel Hill 1996 — 2000
BA, American History
University of North Carolina at Chapel Hill 1996 — 2000
Bachelor of Arts (B.A.), History
Wells Fargo Securities June 2015 - Present
The Structured Finance Industry Group, Inc. July 2013 - Present
Wells Fargo Securities July 2012 - Present
Bank of America Merrill Lynch November 2010 - June 2012
Banc of America Securities LLC December 2005 - November 2010
Bank of America October 2000 - December 2005
Bank of America June 2000 - October 2000
Skills
Capital Markets, Structured Finance, Fixed Income, Credit Analysis, Investment Banking, Securities, Series 7, Banking, Hedge Funds, Derivatives, Bonds
Education
University of North Carolina at Chapel Hill 1996 — 2000
BA, American History
University of North Carolina at Chapel Hill 1996 — 2000
Bachelor of Arts (B.A.), History
Kevin LeSage Kevin LeSage's Wells Fargo Securities Experience July 2000 - May 2009
Job Partner / Chief Financial Officer
Industry Environmental Services
Experience
New Market Waste Solutions June 2009 - Present
Wells Fargo Securities July 2000 - May 2009
Coopers & Lybrand Consulting August 1997 - August 1998
Washington Data Systems June 1994 - August 1997
Vredenburg December 1992 - June 1994
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Due Diligence, Private Equity, Alternative Investments, Hedge Funds, IPO, Mergers, Investments, Capital Markets, Finance, Financial Reporting, Investor Relations, Equities, Business Valuation, Series 7, Securities, Asset Managment, Contract Negotiation, Investment Banking, Financial Structuring
Education
Vanderbilt University - Owen Graduate School of Management 1998 — 2000
Master of Business Administration (M.B.A.), Finance and Operations
University of Virginia 1995 — 1996
Professional Certification, Accounting
University of Maryland College Park 1988 — 1992
Bachelor's degree, Finance
New Market Waste Solutions June 2009 - Present
Wells Fargo Securities July 2000 - May 2009
Coopers & Lybrand Consulting August 1997 - August 1998
Washington Data Systems June 1994 - August 1997
Vredenburg December 1992 - June 1994
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Due Diligence, Private Equity, Alternative Investments, Hedge Funds, IPO, Mergers, Investments, Capital Markets, Finance, Financial Reporting, Investor Relations, Equities, Business Valuation, Series 7, Securities, Asset Managment, Contract Negotiation, Investment Banking, Financial Structuring
Education
Vanderbilt University - Owen Graduate School of Management 1998 — 2000
Master of Business Administration (M.B.A.), Finance and Operations
University of Virginia 1995 — 1996
Professional Certification, Accounting
University of Maryland College Park 1988 — 1992
Bachelor's degree, Finance
Bobby Marshall's Wells Fargo Securities Experience June 2012 - August 2012
Job Strategy and Digital Business Development at Paradigm Talent Agency
Industry Entertainment
Experience
Paradigm Talent Agency January 2014 - Present
Grand Electric (Eric Newman's Office) July 2013 - December 2013
Chase Films (David Chase's Office) April 2013 - July 2013
Wells Fargo Securities June 2012 - August 2012
Morgan Stanley Wealth Management June 2011 - August 2011
Skills
Leadership, Event Planning, Analysis, Public Speaking, Investments, Portfolio Management, Recruiting, Derivatives, Banking, Mergers & Acquisitions, Financial Modeling, Microsoft Excel, Market Research, Research, Strategy
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
University of Michigan 2009 — 2010
Undeclared, Liberal Arts and Sciences/Liberal Studies
Paradigm Talent Agency January 2014 - Present
Grand Electric (Eric Newman's Office) July 2013 - December 2013
Chase Films (David Chase's Office) April 2013 - July 2013
Wells Fargo Securities June 2012 - August 2012
Morgan Stanley Wealth Management June 2011 - August 2011
Skills
Leadership, Event Planning, Analysis, Public Speaking, Investments, Portfolio Management, Recruiting, Derivatives, Banking, Mergers & Acquisitions, Financial Modeling, Microsoft Excel, Market Research, Research, Strategy
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
University of Michigan 2009 — 2010
Undeclared, Liberal Arts and Sciences/Liberal Studies
Calley Reis Calley Reis's Wells Fargo Securities Experience February 2015 - August 2015
Job Marketing Consultant at Wells Fargo Capital Finance
Industry Marketing and Advertising
Experience
Wells Fargo Capital Finance August 2015 - Present
Wells Fargo Securities February 2015 - August 2015
Wells Fargo Capital Finance August 2014 - February 2015
The Hershey Company May 2013 - June 2014
Zabibu Centre March 2013 - May 2013
University of Minnesota - Orientation and First Year Programs January 2012 - September 2012
Skills
Leadership, PowerPoint, Data Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, Marketing Research, Public Speaking, Event Planning, Social Media, Time Management, Critical Thinking, Marketing, Sales
Education
University of Minnesota - Carlson School of Management 2010 — 2014
Bachelor of Science in Business, Marketing
Wells Fargo Capital Finance August 2015 - Present
Wells Fargo Securities February 2015 - August 2015
Wells Fargo Capital Finance August 2014 - February 2015
The Hershey Company May 2013 - June 2014
Zabibu Centre March 2013 - May 2013
University of Minnesota - Orientation and First Year Programs January 2012 - September 2012
Skills
Leadership, PowerPoint, Data Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, Marketing Research, Public Speaking, Event Planning, Social Media, Time Management, Critical Thinking, Marketing, Sales
Education
University of Minnesota - Carlson School of Management 2010 — 2014
Bachelor of Science in Business, Marketing
Kari Dukowitz Kari Dukowitz's Wells Fargo Securities Experience January 2010 - Present
Job Vice President Data Control at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities January 2010 - Present
Andover Girls Traveling Basketball Association April 2014 - Present
Cargill June 2006 - January 2010
Cargill April 2004 - June 2006
Skills
Derivatives, Hedge Fund..., Securities, Advent Geneva, Security Master, Middle Office, Investments, Trade Finance, Data Management, Project Management, Business Process..., Trading Systems, Order Management, Alternative Investments, Hedge Funds, Workflow Management, Data Reconciliation, Staff Management, Series 7
Education
University of Minnesota - Carlson School of Management 1997 — 2002
Bachelor of Science (BS), Finance
Wells Fargo Securities January 2010 - Present
Andover Girls Traveling Basketball Association April 2014 - Present
Cargill June 2006 - January 2010
Cargill April 2004 - June 2006
Skills
Derivatives, Hedge Fund..., Securities, Advent Geneva, Security Master, Middle Office, Investments, Trade Finance, Data Management, Project Management, Business Process..., Trading Systems, Order Management, Alternative Investments, Hedge Funds, Workflow Management, Data Reconciliation, Staff Management, Series 7
Education
University of Minnesota - Carlson School of Management 1997 — 2002
Bachelor of Science (BS), Finance
Jeff Moen Jeff Moen's Wells Fargo Securities Experience May 1997 - February 2013
Job Principal at Piper Jaffray
Industry Capital Markets
Experience
Piper Jaffray February 2013 - Present
Wells Fargo Securities May 1997 - February 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
University of Minnesota - Carlson School of Management 1995 — 1997
Bachelor of Science (BS), Marketing
University of Minnesota-Twin Cities 1992 — 1997
Bachelor of Science (B.S.), Marketing
Piper Jaffray February 2013 - Present
Wells Fargo Securities May 1997 - February 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
University of Minnesota - Carlson School of Management 1995 — 1997
Bachelor of Science (BS), Marketing
University of Minnesota-Twin Cities 1992 — 1997
Bachelor of Science (B.S.), Marketing
Alexander Wright's Wells Fargo Securities Experience June 2012 - October 2014
Job Associate at Citadel LLC Surveyor Capital
Industry Financial Services
Experience
Citadel LLC - Surveyor Capital October 2014 - Present
Wells Fargo Securities June 2012 - October 2014
Wells Fargo Securities June 2011 - August 2011
Skills
Valuation, LBO, Financial Modeling, Bloomberg, Investment Banking, Leveraged Finance, Financial Analysis, Corporate Finance, Capital Markets, Data Analysis, Finance, Equities, Investments, Due Diligence, Equity Research, Private Equity, Fixed Income, Microsoft Excel
Education
University of North Carolina at Chapel Hill 2008 — 2012
BSBA, Business
Citadel LLC - Surveyor Capital October 2014 - Present
Wells Fargo Securities June 2012 - October 2014
Wells Fargo Securities June 2011 - August 2011
Skills
Valuation, LBO, Financial Modeling, Bloomberg, Investment Banking, Leveraged Finance, Financial Analysis, Corporate Finance, Capital Markets, Data Analysis, Finance, Equities, Investments, Due Diligence, Equity Research, Private Equity, Fixed Income, Microsoft Excel
Education
University of North Carolina at Chapel Hill 2008 — 2012
BSBA, Business
Glen Pruitt's Wells Fargo Securities Experience March 2012 - Present
Job Research Analyst (Utilities) at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities March 2012 - Present
Ameren January 2008 - March 2012
Ameren February 2006 - January 2008
Ameren May 2002 - February 2006
Missouri Department of Transportation January 2001 - May 2002
City of Columbia Water and Light January 1998 - January 2001
US Navy January 1989 - July 1997
Skills
Management, Supervisory Experience, Project Management, Engineering, Nuclear Power Plants, Power Plant Operations, Equity Research, Series 7, Series 63, Series 86, Series 87
Education
William Woods University 2001 — 2002
Master of Business Administration (MBA)
University of Missouri-Columbia 1997 — 2000
Bachelor's degree, Civil Engineering
Wells Fargo Securities March 2012 - Present
Ameren January 2008 - March 2012
Ameren February 2006 - January 2008
Ameren May 2002 - February 2006
Missouri Department of Transportation January 2001 - May 2002
City of Columbia Water and Light January 1998 - January 2001
US Navy January 1989 - July 1997
Skills
Management, Supervisory Experience, Project Management, Engineering, Nuclear Power Plants, Power Plant Operations, Equity Research, Series 7, Series 63, Series 86, Series 87
Education
William Woods University 2001 — 2002
Master of Business Administration (MBA)
University of Missouri-Columbia 1997 — 2000
Bachelor's degree, Civil Engineering
Lucas Laurel Lucas Laurel's Wells Fargo Securities Experience June 2012 - Present
Job Energy & Power Investment Banking
Industry Investment Banking
Experience
Wells Fargo Securities June 2012 - Present
Skills
Financial Analysis, Financial Modeling, Economics, Strategic Planning, Negotiation, Capital Structure, Valuation, Microsoft Excel, Corporate Finance, Energy Industry, Due Diligence, Mergers, Investment Banking, Finance, Fixed Income, Capital Markets
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
BBA with High Distinction, Finance
Wells Fargo Securities June 2012 - Present
Skills
Financial Analysis, Financial Modeling, Economics, Strategic Planning, Negotiation, Capital Structure, Valuation, Microsoft Excel, Corporate Finance, Energy Industry, Due Diligence, Mergers, Investment Banking, Finance, Fixed Income, Capital Markets
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
BBA with High Distinction, Finance
Joseph Robin Caron Joseph Robin Caron's Wells Fargo Securities Experience December 2013 - October 2014
Job Senior Staff Software Development Engineer
Industry Computer Software
Experience
FireEye, Inc. November 2014 - Present
Wells Fargo Securities December 2013 - October 2014
Decision Support April 2013 - December 2013
Microsoft July 2012 - February 2013
Microsoft March 2011 - July 2012
Microsoft September 2007 - March 2011
Microsoft January 2000 - September 2007
Microsoft July 1998 - January 2000
Cairnstone, Inc January 1997 - July 1998
PerfectLaw Software/Executive Data Systems, Inc. May 1988 - December 1996
Skills
C, C++, C#, Visual Basic, Visual Studio, SQL Server, .NET, WCF, WSE, Multithreading, Device Drivers, jQuery, XML, x86 Assembly, X64, Software Development, Software Design, SharePoint, Microsoft SQL Server, Knowledge Management, Architecture, Powershell, Microsoft Office..., Cloud Computing, Windows Driver..., Windows Sharepoint..., Reverse Engineering, Agile Methodologies, Kernel Debugging, HTML, SOA, LINQ, WPF, ASP, Entity Framework, ASP.NET MVC, ADO.NET, TFS, X86, WinForms, Silverlight, CSS3, Software Project...
Education
University of Miami 1984 — 1988
Bachelor of Science; BSEE with Honors, Electrical Engineering
FireEye, Inc. November 2014 - Present
Wells Fargo Securities December 2013 - October 2014
Decision Support April 2013 - December 2013
Microsoft July 2012 - February 2013
Microsoft March 2011 - July 2012
Microsoft September 2007 - March 2011
Microsoft January 2000 - September 2007
Microsoft July 1998 - January 2000
Cairnstone, Inc January 1997 - July 1998
PerfectLaw Software/Executive Data Systems, Inc. May 1988 - December 1996
Skills
C, C++, C#, Visual Basic, Visual Studio, SQL Server, .NET, WCF, WSE, Multithreading, Device Drivers, jQuery, XML, x86 Assembly, X64, Software Development, Software Design, SharePoint, Microsoft SQL Server, Knowledge Management, Architecture, Powershell, Microsoft Office..., Cloud Computing, Windows Driver..., Windows Sharepoint..., Reverse Engineering, Agile Methodologies, Kernel Debugging, HTML, SOA, LINQ, WPF, ASP, Entity Framework, ASP.NET MVC, ADO.NET, TFS, X86, WinForms, Silverlight, CSS3, Software Project...
Education
University of Miami 1984 — 1988
Bachelor of Science; BSEE with Honors, Electrical Engineering
Parth Patel's Wells Fargo Securities Experience June 2013 - August 2013
Job Investment Banking Summer Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Roubini Global Economics June 2014 - August 2014
Futures and Options May 2014 - July 2014
Wells Fargo Securities June 2013 - August 2013
Wells Fargo Securities June 2012 - August 2012
Education
University of Michigan 2012 — 2016
Roubini Global Economics June 2014 - August 2014
Futures and Options May 2014 - July 2014
Wells Fargo Securities June 2013 - August 2013
Wells Fargo Securities June 2012 - August 2012
Education
University of Michigan 2012 — 2016
Colin Volek Colin Volek's Wells Fargo Securities Experience July 2012 - Present
Job Associate at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities July 2012 - Present
Wells Fargo Securities August 2010 - June 2012
ThinkEquity LLC April 2009 - December 2009
ThinkEquity LLC July 2007 - November 2008
Skills
Investment Banking, Series 7, Corporate Finance, Series 63, series 86, series 87, Series 79, Capital Markets, Equity Research, Mergers & Acquisitions, Private Equity, Valuation, Investments
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
BBA, Finance and Accounting
Wells Fargo Securities July 2012 - Present
Wells Fargo Securities August 2010 - June 2012
ThinkEquity LLC April 2009 - December 2009
ThinkEquity LLC July 2007 - November 2008
Skills
Investment Banking, Series 7, Corporate Finance, Series 63, series 86, series 87, Series 79, Capital Markets, Equity Research, Mergers & Acquisitions, Private Equity, Valuation, Investments
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
BBA, Finance and Accounting
Christian Oberst's Wells Fargo Securities Experience 2015 - 2015
Job Finance and Accounting Student at the University of Kentucky
Industry Accounting
Experience
Sigma Alpha Epsilon Fraternity March 2014 - March 2015
Wells Fargo Securities 2015 - 2015
Hilliard Lyons May 2014 - August 2014
Russell Capital Management December 2013 - May 2014
NetGain Technologies, Inc. August 2013 - December 2013
University of Kentucky August 2013 - November 2013
University of Kentucky January 2013 - May 2013
Skills
Entrepreneurship, Data Entry, Cross-functional Team..., Strategic Planning, Business Strategy, Asking Questions, Microsoft Excel, Research, Budgets, Coaching, Time Management, Teamwork, Financial Analysis, Public Speaking, Bloomberg, M, PowerPoint
Education
University of Kentucky 2012 — 2016
Accounting and Finance, Accounting and Finance
North oldham
Sigma Alpha Epsilon Fraternity March 2014 - March 2015
Wells Fargo Securities 2015 - 2015
Hilliard Lyons May 2014 - August 2014
Russell Capital Management December 2013 - May 2014
NetGain Technologies, Inc. August 2013 - December 2013
University of Kentucky August 2013 - November 2013
University of Kentucky January 2013 - May 2013
Skills
Entrepreneurship, Data Entry, Cross-functional Team..., Strategic Planning, Business Strategy, Asking Questions, Microsoft Excel, Research, Budgets, Coaching, Time Management, Teamwork, Financial Analysis, Public Speaking, Bloomberg, M, PowerPoint
Education
University of Kentucky 2012 — 2016
Accounting and Finance, Accounting and Finance
North oldham
Andrew Pidhayny Andrew Pidhayny's Wells Fargo Securities Experience June 2009 - Present
Job Vice President Brokered CD Underwriting & Sales
Industry Capital Markets
Experience
Wells Fargo Securities June 2009 - Present
Wells Fargo Brokerage Services, LLC. February 2006 - June 2009
Wells Fargo Brokerage Services, LLC. July 2004 - February 2006
Skills
Series 7, Fixed Income, Bloomberg, Series 63, Securities, Capital Markets, Trading, Funding, Portfolio Management, Options, Bonds, Equities, Investments, Mutual Funds, Asset Management
Education
University of Minnesota - Carlson School of Management 2007 — 2011
MBA, Finance & Investment Banking
University of Minnesota-Twin Cities 1993 — 1999
Bachelor of Arts, Architecture
Wells Fargo Securities June 2009 - Present
Wells Fargo Brokerage Services, LLC. February 2006 - June 2009
Wells Fargo Brokerage Services, LLC. July 2004 - February 2006
Skills
Series 7, Fixed Income, Bloomberg, Series 63, Securities, Capital Markets, Trading, Funding, Portfolio Management, Options, Bonds, Equities, Investments, Mutual Funds, Asset Management
Education
University of Minnesota - Carlson School of Management 2007 — 2011
MBA, Finance & Investment Banking
University of Minnesota-Twin Cities 1993 — 1999
Bachelor of Arts, Architecture
Kristin Liker Kristin Liker's Wells Fargo Securities Experience November 2012 - Present
Job Communications Consultant at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities November 2012 - Present
Wells Fargo Advisors March 2007 - November 2012
Wells Fargo February 2005 - March 2007
John G. Kinnard June 1995 - December 2000
Skills
Corporate Communications, Strategic Communications, Internal Communications, Marketing Communications, Project Management, Business Communications, SharePoint, Project Coordination, Technical Writing, Strategy, Leadership, Coaching, Editing, Creative Problem Solving, Change Communications, Team Management, Communications Planning, Event Planning, Advertising, Organizational..., Mutual Funds, Team Leadership, Social Media, Social Media Marketing, Training
Education
University of Minnesota-Twin Cities
B.S., Child Psychology
Wells Fargo Securities November 2012 - Present
Wells Fargo Advisors March 2007 - November 2012
Wells Fargo February 2005 - March 2007
John G. Kinnard June 1995 - December 2000
Skills
Corporate Communications, Strategic Communications, Internal Communications, Marketing Communications, Project Management, Business Communications, SharePoint, Project Coordination, Technical Writing, Strategy, Leadership, Coaching, Editing, Creative Problem Solving, Change Communications, Team Management, Communications Planning, Event Planning, Advertising, Organizational..., Mutual Funds, Team Leadership, Social Media, Social Media Marketing, Training
Education
University of Minnesota-Twin Cities
B.S., Child Psychology
Cameron Parker Cameron Parker's Wells Fargo Securities Experience June 2015 - Present
Job Associate at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2015 - Present
Wells Fargo Securities June 2012 - June 2015
Wells Fargo Securities June 2011 - July 2011
The Daily Tar Heel January 2009 - May 2011
University of North Carolina at Chapel Hill August 2009 - May 2010
The Heritage Foundation 2010 - 2010
Sell & Melton, L.L.C. May 2009 - July 2009
Skills
Public Policy, Social Media, Research, Fixed Income, Microsoft Excel, Blogging, Stata, Capital Markets, Data Analysis, Economics
Education
University of North Carolina at Chapel Hill 2008 — 2012
Bachelor of Arts (B.A.), Economics; Public Policy
Wells Fargo Securities June 2015 - Present
Wells Fargo Securities June 2012 - June 2015
Wells Fargo Securities June 2011 - July 2011
The Daily Tar Heel January 2009 - May 2011
University of North Carolina at Chapel Hill August 2009 - May 2010
The Heritage Foundation 2010 - 2010
Sell & Melton, L.L.C. May 2009 - July 2009
Skills
Public Policy, Social Media, Research, Fixed Income, Microsoft Excel, Blogging, Stata, Capital Markets, Data Analysis, Economics
Education
University of North Carolina at Chapel Hill 2008 — 2012
Bachelor of Arts (B.A.), Economics; Public Policy
Ismail Hammami, CFA Ismail Hammami, CFA's Wells Fargo Securities Experience November 2012 - May 2014
Job
Industry Investment Banking
Experience
Deutsche Bank May 2014 - Present
Wells Fargo Securities November 2012 - May 2014
Invesco Ltd. July 2010 - November 2012
Edward Jones April 2009 - July 2010
Edward Jones June 2006 - April 2009
Edward Jones June 2005 - June 2006
Skills
Investment Banking, Equities, Investments, Financial Modeling, Valuation, Portfolio Management, Bloomberg, Entrepreneurship, Equity Research, Financial Analysis, Fixed Income, Asset Managment, Mutual Funds, Series 7, Technology, Consulting, Leadership, Factset, Series 79, Series 63
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Accounting, Finance & Economics
University of Missouri-Columbia 2001 — 2004
Bachelor of Science and Bachelor of Arts, Business Administration and International Studies
Deutsche Bank May 2014 - Present
Wells Fargo Securities November 2012 - May 2014
Invesco Ltd. July 2010 - November 2012
Edward Jones April 2009 - July 2010
Edward Jones June 2006 - April 2009
Edward Jones June 2005 - June 2006
Skills
Investment Banking, Equities, Investments, Financial Modeling, Valuation, Portfolio Management, Bloomberg, Entrepreneurship, Equity Research, Financial Analysis, Fixed Income, Asset Managment, Mutual Funds, Series 7, Technology, Consulting, Leadership, Factset, Series 79, Series 63
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Accounting, Finance & Economics
University of Missouri-Columbia 2001 — 2004
Bachelor of Science and Bachelor of Arts, Business Administration and International Studies
Alex Kennedy Alex Kennedy's Wells Fargo Securities Experience June 2013 - August 2013
Job Investment Banking Associate at Pacific Crest Securities
Industry Financial Services
Experience
Pacific Crest Securities August 2014 - Present
Jacobs Capital January 2014 - May 2014
Wells Fargo Securities June 2013 - August 2013
TSE, Inc. June 2009 - June 2012
University of Massachusetts Amherst September 2007 - December 2008
General Cable May 2008 - August 2008
Johnson & Johnson June 2007 - May 2008
Skills
Statistics, Project Planning, Operations Research, Data Analysis, Matlab, Microsoft Excel, Bloomberg, Capital IQ, PerTrac, Financial Modeling, Financial Economics, Project Management, Programming, AutoCAD, Microsoft Office, Technical Writing, Guitar, Sailing, Research, Statistical Modeling, Factset, Process Improvement, Corporate Finance, PowerPoint, Valuation, Financial Analysis, Microsoft Word, Finance, Simulations, Proposal Writing, Engineering
Education
UNC Kenan-Flagler Business School
Master of Business Administration (MBA), Corporate Finance
University of Massachusetts, Amherst
B.A. , B.S., Economics, Industrial Engineering
Chelmsford High School
Pacific Crest Securities August 2014 - Present
Jacobs Capital January 2014 - May 2014
Wells Fargo Securities June 2013 - August 2013
TSE, Inc. June 2009 - June 2012
University of Massachusetts Amherst September 2007 - December 2008
General Cable May 2008 - August 2008
Johnson & Johnson June 2007 - May 2008
Skills
Statistics, Project Planning, Operations Research, Data Analysis, Matlab, Microsoft Excel, Bloomberg, Capital IQ, PerTrac, Financial Modeling, Financial Economics, Project Management, Programming, AutoCAD, Microsoft Office, Technical Writing, Guitar, Sailing, Research, Statistical Modeling, Factset, Process Improvement, Corporate Finance, PowerPoint, Valuation, Financial Analysis, Microsoft Word, Finance, Simulations, Proposal Writing, Engineering
Education
UNC Kenan-Flagler Business School
Master of Business Administration (MBA), Corporate Finance
University of Massachusetts, Amherst
B.A. , B.S., Economics, Industrial Engineering
Chelmsford High School
Angel Ezeonyim Oduah Angel Ezeonyim Oduah's Wells Fargo Securities Experience January 1990 - August 1990
Job pastor Jesus Lives victory Ministry
Industry Religious Institutions
Experience
Jesus Lives Victory Ministry. November 2011 - Present
HRA September 1990 - Present
Wells Fargo Securities January 1990 - August 1990
Skills
Preaching, Pastoral Care, Discipleship, Theology, Biblical Studies, Pastoral Counseling, Religion, Missions, Spiritual Direction, Youth Ministry, Church Growth, Gospel, Church Events, Liturgy, Pastoral, Religious Studies, Evangelism, Apologetics
Education
University of Lagos 1983 — 1987
Bachelor's degree, English/Language Arts Teacher Education
Baptist Academy School 1981 — 1983
Associate's degree, Economics/Government.
Jesus Lives Victory Ministry. November 2011 - Present
HRA September 1990 - Present
Wells Fargo Securities January 1990 - August 1990
Skills
Preaching, Pastoral Care, Discipleship, Theology, Biblical Studies, Pastoral Counseling, Religion, Missions, Spiritual Direction, Youth Ministry, Church Growth, Gospel, Church Events, Liturgy, Pastoral, Religious Studies, Evangelism, Apologetics
Education
University of Lagos 1983 — 1987
Bachelor's degree, English/Language Arts Teacher Education
Baptist Academy School 1981 — 1983
Associate's degree, Economics/Government.
Kyle Stickley Kyle Stickley's Wells Fargo Securities Experience June 2014 - Present
Job Associate at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2014 - Present
Wells Fargo Securities August 2011 - June 2014
Owens Corning May 2009 - July 2011
Skills
Financial Modeling, Capital Markets, Acquisitions, Divestitures, Financial Statement..., Financial Analysis, Corporate Development
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
BBA, Finance & Accounting
Wells Fargo Securities June 2014 - Present
Wells Fargo Securities August 2011 - June 2014
Owens Corning May 2009 - July 2011
Skills
Financial Modeling, Capital Markets, Acquisitions, Divestitures, Financial Statement..., Financial Analysis, Corporate Development
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
BBA, Finance & Accounting
Danielle Olgin Danielle Olgin'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
University of Michigan Ross School of Business 2013 - Present
LIBERTY IRON & METAL HOLDINGS, LLC April 2012 - Present
DELTA PHI EPSILON SORORITY January 2011 - Present
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Research, Leadership, Social Media, Event Planning, Data Analysis, Social Networking, Management, Financial Modeling, Finance
Education
Stephen M. Ross School of Business 2011 — 2015
Bachelor of Business Administration
University of Michigan
Wells Fargo Securities July 2015 - Present
University of Michigan Ross School of Business 2013 - Present
LIBERTY IRON & METAL HOLDINGS, LLC April 2012 - Present
DELTA PHI EPSILON SORORITY January 2011 - Present
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Research, Leadership, Social Media, Event Planning, Data Analysis, Social Networking, Management, Financial Modeling, Finance
Education
Stephen M. Ross School of Business 2011 — 2015
Bachelor of Business Administration
University of Michigan
Emmett Burton Emmett Burton's Wells Fargo Securities Experience April 2015 - Present
Job Investment Banking | Public Finance
Industry Investment Banking
Experience
Wells Fargo Securities April 2015 - Present
Governor's Office of Management and Budget at the State of Illinois October 2012 - February 2015
Orchard First Source Capital July 2012 - October 2012
Marc Realty January 2011 - May 2011
Skills
Finance, Financial Modeling, Financial Analysis, Analysis, Corporate Finance, Valuation, Public Finance, Economics, Investments, Asset Management, Bonds, Portfolio Management, Accounting, Derivatives, Capital Markets, Financial Reporting
Education
University of Illinois at Chicago 2008 — 2012
BS, Finance
Lyons Township
Wells Fargo Securities April 2015 - Present
Governor's Office of Management and Budget at the State of Illinois October 2012 - February 2015
Orchard First Source Capital July 2012 - October 2012
Marc Realty January 2011 - May 2011
Skills
Finance, Financial Modeling, Financial Analysis, Analysis, Corporate Finance, Valuation, Public Finance, Economics, Investments, Asset Management, Bonds, Portfolio Management, Accounting, Derivatives, Capital Markets, Financial Reporting
Education
University of Illinois at Chicago 2008 — 2012
BS, Finance
Lyons Township
Samuel Miller Samuel Miller's Wells Fargo Securities Experience July 2011 - July 2013
Job Associate at Credit Suisse Corporate Banking Corporate Lending Group
Industry Financial Services
Experience
Credit Suisse August 2013 - Present
Wells Fargo Securities July 2011 - July 2013
UBS June 2010 - August 2010
US Air Force 2002 - 2009
Skills
Financial Modeling, Financial Analysis, Valuation, Due Diligence, Mergers, Business Strategy, Private Equity, Working Smarter, Mergers & Acquisitions, Strategy, Equities
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance
University of Oklahoma 2005 — 2008
MA, International Relations
University of Michigan
BSE, Computer Engineering
Credit Suisse August 2013 - Present
Wells Fargo Securities July 2011 - July 2013
UBS June 2010 - August 2010
US Air Force 2002 - 2009
Skills
Financial Modeling, Financial Analysis, Valuation, Due Diligence, Mergers, Business Strategy, Private Equity, Working Smarter, Mergers & Acquisitions, Strategy, Equities
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance
University of Oklahoma 2005 — 2008
MA, International Relations
University of Michigan
BSE, Computer Engineering
Adam Hyder Adam Hyder's Wells Fargo Securities Experience March 2013 - Present
Job Vice President at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities March 2013 - Present
Wells Fargo Securities April 2012 - March 2013
Edgeview Partners June 2011 - April 2012
KFBSF Real Estate Fund I, L.P. September 2010 - June 2011
BioMed Realty Trust June 2010 - August 2010
Wachovia Securities, LLC September 2006 - April 2009
Wachovia Securities, LLC July 2003 - July 2006
Skills
Mergers, LBO, Underwriting, Real Estate, Financial Modeling, Valuation, Due Diligence, Investment Banking, Financial Analysis, Capital Markets, Investments, Corporate Finance, Financial Structuring, Leveraged Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA, Concentrating in Real Estate
University of North Carolina at Chapel Hill 1999 — 2003
BSBA, Business (Concentrations in Finance and International Business)
Wells Fargo Securities March 2013 - Present
Wells Fargo Securities April 2012 - March 2013
Edgeview Partners June 2011 - April 2012
KFBSF Real Estate Fund I, L.P. September 2010 - June 2011
BioMed Realty Trust June 2010 - August 2010
Wachovia Securities, LLC September 2006 - April 2009
Wachovia Securities, LLC July 2003 - July 2006
Skills
Mergers, LBO, Underwriting, Real Estate, Financial Modeling, Valuation, Due Diligence, Investment Banking, Financial Analysis, Capital Markets, Investments, Corporate Finance, Financial Structuring, Leveraged Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA, Concentrating in Real Estate
University of North Carolina at Chapel Hill 1999 — 2003
BSBA, Business (Concentrations in Finance and International Business)
Riad Katrib Riad Katrib's Wells Fargo Securities Experience July 2012 - July 2014
Job Manager of Corporate Development at Diamond Resorts International
Industry Hospitality
Experience
Diamond Resorts International® July 2014 - Present
Wells Fargo Securities July 2012 - July 2014
Ford Motor Company August 2006 - October 2010
Robert Bosch Corporation July 2005 - August 2006
Visteon October 2004 - July 2005
GoldK July 2002 - March 2004
Skills
Valuation, Financial Statement..., Financial Modeling, Due Diligence, Capital Budgeting, Financial Forecasting, P&L Analysis, Pricing Strategy, Investing, Capital Markets, Process Improvement, US GAAP knowledge, Internal Controls, Equity Research, Risk Management, Forecasting, Finance, Corporate Finance, Competitive Analysis, Financial Analysis, Budgets, Analysis
Education
University of Michigan - Stephen M. Ross School of Business
MBA, Finance and Accounting, Graduated with distinction
Walsh College
BA, Finance
Diamond Resorts International® July 2014 - Present
Wells Fargo Securities July 2012 - July 2014
Ford Motor Company August 2006 - October 2010
Robert Bosch Corporation July 2005 - August 2006
Visteon October 2004 - July 2005
GoldK July 2002 - March 2004
Skills
Valuation, Financial Statement..., Financial Modeling, Due Diligence, Capital Budgeting, Financial Forecasting, P&L Analysis, Pricing Strategy, Investing, Capital Markets, Process Improvement, US GAAP knowledge, Internal Controls, Equity Research, Risk Management, Forecasting, Finance, Corporate Finance, Competitive Analysis, Financial Analysis, Budgets, Analysis
Education
University of Michigan - Stephen M. Ross School of Business
MBA, Finance and Accounting, Graduated with distinction
Walsh College
BA, Finance
Scott King-Ellison Scott King-Ellison's Wells Fargo Securities Experience February 1999 - May 2013
Job Vice President / Senior Fixed Income Strategist at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray May 2013 - Present
Wells Fargo Securities February 1999 - May 2013
Unum October 1997 - February 1999
Skills
Securities, Data Analysis, Investments, Fixed Income, Series 7, Portfolio Management, Asset Managment, Banking, Financial Analysis, Asset Management, Institutional Funds..., Institutional..., Balance Sheet..., Portfolio Management..., Investment Policy..., Interest Rate Risk..., Liquidity / Funding..., Investment..., Fixed Income Research, Portfolio Analytics..., Securities Regulation, Series 63, Series 65, SNL, BondEdge, Bloomberg Software, Bloomberg Terminal, ZM Financial Systems, Fixed Income Analysis, Equities, Wealth Management, Mutual Funds, Interest Rate Risk..., Capital Markets, Credit, Bonds, Bloomberg, Credit Analysis, Commercial Lending, Alternative Investments, Cash Management, Valuation, Derivatives, Investment Banking, Asset Allocation, FINRA, Investment Strategies, Finance, Loans, Risk Management
Education
University of Minnesota Duluth 1989 — 1993
Bachelor of Business Administration, Majors: Business Management and Finance
Piper Jaffray May 2013 - Present
Wells Fargo Securities February 1999 - May 2013
Unum October 1997 - February 1999
Skills
Securities, Data Analysis, Investments, Fixed Income, Series 7, Portfolio Management, Asset Managment, Banking, Financial Analysis, Asset Management, Institutional Funds..., Institutional..., Balance Sheet..., Portfolio Management..., Investment Policy..., Interest Rate Risk..., Liquidity / Funding..., Investment..., Fixed Income Research, Portfolio Analytics..., Securities Regulation, Series 63, Series 65, SNL, BondEdge, Bloomberg Software, Bloomberg Terminal, ZM Financial Systems, Fixed Income Analysis, Equities, Wealth Management, Mutual Funds, Interest Rate Risk..., Capital Markets, Credit, Bonds, Bloomberg, Credit Analysis, Commercial Lending, Alternative Investments, Cash Management, Valuation, Derivatives, Investment Banking, Asset Allocation, FINRA, Investment Strategies, Finance, Loans, Risk Management
Education
University of Minnesota Duluth 1989 — 1993
Bachelor of Business Administration, Majors: Business Management and Finance
Najmul Hasan Najmul Hasan's Wells Fargo Securities Experience March 2000 - Present
Job Assistant Vice President at Wellsfargo Bank
Industry Banking
Experience
Wells Fargo Securities March 2000 - Present
Wachovia Securities 2000 - Present
Education
University of Illinois at Chicago 1994 — 1997
Bachelor's Degree, Electrical and Electronics Engineering
Wells Fargo Securities March 2000 - Present
Wachovia Securities 2000 - Present
Education
University of Illinois at Chicago 1994 — 1997
Bachelor's Degree, Electrical and Electronics Engineering
Benjamin Fine'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
Three Keys Capital Advisors, LLC May 2013 - August 2013
Merrill Lynch June 2012 - August 2012
University of Michigan Hillel October 2010 - July 2012
Atlantic Development Group, LLC May 2011 - August 2011
Fairview Lake YMCA Camps May 2008 - August 2009
Skills
MS Access, Adobe Photoshop, Microsoft Excel, PowerPoint, Spanish, Data Analysis, Access
Education
Stephen M. Ross School of Business 2010 — 2014
BBA degree, Finance and Accounting
University of Michigan 2010 — 2014
Minor in Economics
westfield high school
Wells Fargo Securities June 2014 - Present
Three Keys Capital Advisors, LLC May 2013 - August 2013
Merrill Lynch June 2012 - August 2012
University of Michigan Hillel October 2010 - July 2012
Atlantic Development Group, LLC May 2011 - August 2011
Fairview Lake YMCA Camps May 2008 - August 2009
Skills
MS Access, Adobe Photoshop, Microsoft Excel, PowerPoint, Spanish, Data Analysis, Access
Education
Stephen M. Ross School of Business 2010 — 2014
BBA degree, Finance and Accounting
University of Michigan 2010 — 2014
Minor in Economics
westfield high school
Peter Colasuonno's Wells Fargo Securities Experience June 2015 - Present
Job Securities Analyst II at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2015 - Present
Annapolis Car Care Inc. July 2013 - June 2015
Maryland Hall for the Creative Arts October 2008 - June 2013
Skills
Entrepreneurship, Economics, Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Office, Economic Research, Research, Data Analysis, Microsoft Word, Public Speaking, Strategic Planning
Education
University of Maryland Baltimore County 2012 — 2015
Bachelor's Degree, Financial Economics
Wells Fargo Securities June 2015 - Present
Annapolis Car Care Inc. July 2013 - June 2015
Maryland Hall for the Creative Arts October 2008 - June 2013
Skills
Entrepreneurship, Economics, Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Office, Economic Research, Research, Data Analysis, Microsoft Word, Public Speaking, Strategic Planning
Education
University of Maryland Baltimore County 2012 — 2015
Bachelor's Degree, Financial Economics
Adam Block Adam Block's Wells Fargo Securities Experience June 2014 - August 2014
Job Student at University of North Carolina Chapel Hill
Industry Investment Banking
Experience
Wells Fargo Securities June 2014 - August 2014
Estrategia Investimentos LLC June 2013 - August 2013
Royal Caribbean Cruises, Ltd. June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Research, PowerPoint, Financial Analysis, Finance, Market Research
Education
University of North Carolina at Chapel Hill
Wells Fargo Securities June 2014 - August 2014
Estrategia Investimentos LLC June 2013 - August 2013
Royal Caribbean Cruises, Ltd. June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Research, PowerPoint, Financial Analysis, Finance, Market Research
Education
University of North Carolina at Chapel Hill
Steve Steiner Steve Steiner's Wells Fargo Securities Experience September 2014 - Present
Job Director Capital Markets Operations at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities September 2014 - Present
Ameriprise Financial Services, Inc May 2013 - September 2014
Wells Fargo Advisors August 2012 - May 2013
Wells Fargo Advisors January 2011 - July 2012
Wells Fargo Investments January 2005 - January 2010
Wells Fargo Investments March 2001 - January 2005
Dain Rauscher, Inc November 1998 - March 2001
Piper Jaffray, Inc January 1993 - November 1998
Skills
Risk Management, Operations Management, Process Improvement, Series 7, Business Process..., Employee Management, Analytics, Series 9, Series 24, Banking, Financial Services, Leadership, Financial Analysis, Strategy, Finance, Asset Management, Portfolio Management, FINRA, Management, Financial Risk, Change Management, Credit, Investments, Mutual Funds, Equities, Securities, Retirement Planning, Trading, Wealth Management, Business Analysis, Business Development, Series 63
Education
University of St. Thomas
Masters, Business Administration
University of Minnesota-Twin Cities 1986 — 1990
Bachelor of Science, Economics
University of Pennsylvania - The Wharton School 2008 — 2011
Securities Industry Institute, Investments and Securities
Washington University in St. Louis - Olin Business School 2011 — 2012
Risk Management for Sr. Leaders, Operational Risk Management
Wells Fargo Securities September 2014 - Present
Ameriprise Financial Services, Inc May 2013 - September 2014
Wells Fargo Advisors August 2012 - May 2013
Wells Fargo Advisors January 2011 - July 2012
Wells Fargo Investments January 2005 - January 2010
Wells Fargo Investments March 2001 - January 2005
Dain Rauscher, Inc November 1998 - March 2001
Piper Jaffray, Inc January 1993 - November 1998
Skills
Risk Management, Operations Management, Process Improvement, Series 7, Business Process..., Employee Management, Analytics, Series 9, Series 24, Banking, Financial Services, Leadership, Financial Analysis, Strategy, Finance, Asset Management, Portfolio Management, FINRA, Management, Financial Risk, Change Management, Credit, Investments, Mutual Funds, Equities, Securities, Retirement Planning, Trading, Wealth Management, Business Analysis, Business Development, Series 63
Education
University of St. Thomas
Masters, Business Administration
University of Minnesota-Twin Cities 1986 — 1990
Bachelor of Science, Economics
University of Pennsylvania - The Wharton School 2008 — 2011
Securities Industry Institute, Investments and Securities
Washington University in St. Louis - Olin Business School 2011 — 2012
Risk Management for Sr. Leaders, Operational Risk Management
Andy Lutz Andy Lutz's Wells Fargo Securities Experience July 2014 - Present
Job Investment Banking Associate at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities July 2014 - Present
Wells Fargo Securities May 2013 - August 2013
PDA, Inc. 2007 - 2012
Skills
Valuation, Financial Modeling, Financial Analysis, Due Diligence, Bloomberg, Capital IQ, Economics, Consulting, Corporate Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), Economics
Wells Fargo Securities July 2014 - Present
Wells Fargo Securities May 2013 - August 2013
PDA, Inc. 2007 - 2012
Skills
Valuation, Financial Modeling, Financial Analysis, Due Diligence, Bloomberg, Capital IQ, Economics, Consulting, Corporate Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), Economics
Jigar Majmundar'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
Guggenheim Partners June 2013 - August 2013
RBC Capital Markets June 2012 - August 2012
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Accounting
Wells Fargo Securities June 2014 - Present
Guggenheim Partners June 2013 - August 2013
RBC Capital Markets June 2012 - August 2012
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Accounting
Bryan Buter Bryan Buter's Wells Fargo Securities Experience April 2012 - April 2014
Job VP Sports Finance & Advisory Group Bank of America Merrill Lynch
Industry Banking
Experience
Wells Fargo Securities April 2012 - April 2014
Barclays Capital July 2010 - April 2012
Kenan-Flager School of Business August 2008 - July 2010
Wells Fargo Bank July 2006 - June 2008
IMG 2004 - 2004
Orlando Magic 2003 - 2004
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
MBA, Business
University of North Carolina at Chapel Hill 1999 — 2003
BSBA, Business Administration
University of Melbourne - Melbourne Business School
Wells Fargo Securities April 2012 - April 2014
Barclays Capital July 2010 - April 2012
Kenan-Flager School of Business August 2008 - July 2010
Wells Fargo Bank July 2006 - June 2008
IMG 2004 - 2004
Orlando Magic 2003 - 2004
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
MBA, Business
University of North Carolina at Chapel Hill 1999 — 2003
BSBA, Business Administration
University of Melbourne - Melbourne Business School
Muthu Kumar Muthu Kumar's Wells Fargo Securities Experience March 2014 - Present
Job Sr. Tableau Consultant at WellsFargo
Industry Information Services
Experience
Wells Fargo Securities March 2014 - Present
Business software consultants August 1998 - Present
Bank of America April 2012 - November 2013
TIAA-CREF August 2010 - March 2012
Duke Energy February 2009 - July 2010
TIAA-CREF April 2007 - December 2008
Marriott International 2007 - 2007
Wachovia September 2004 - September 2006
Key Bank 2004 - 2005
Hewlett-Packard 2003 - 2003
Skills
Actuate Reporting, Tableau, Informatica, Data Modeling, Erwin, Oracle PL/SQL..., Teradata Data Warehouse, Data Warehousing, SSRS, SSIS, Hadoop, Hive, Autosys, Apache Pig, Sqoop, MapReduce
Education
University of Madras 1981 — 1984
BS, Physics, Chemistry, Maths
Wells Fargo Securities March 2014 - Present
Business software consultants August 1998 - Present
Bank of America April 2012 - November 2013
TIAA-CREF August 2010 - March 2012
Duke Energy February 2009 - July 2010
TIAA-CREF April 2007 - December 2008
Marriott International 2007 - 2007
Wachovia September 2004 - September 2006
Key Bank 2004 - 2005
Hewlett-Packard 2003 - 2003
Skills
Actuate Reporting, Tableau, Informatica, Data Modeling, Erwin, Oracle PL/SQL..., Teradata Data Warehouse, Data Warehousing, SSRS, SSIS, Hadoop, Hive, Autosys, Apache Pig, Sqoop, MapReduce
Education
University of Madras 1981 — 1984
BS, Physics, Chemistry, Maths
Tia James Tia James's Wells Fargo Securities Experience June 2012 - August 2012
Job Strategic Communications Student
Industry Marketing and Advertising
Experience
MU Career Center January 2014 - Present
University of Missouri Department of Residential Life August 2014 - April 2015
BET Networks (a subsidiary of Viacom Inc.) June 2014 - August 2014
Center for Leadership and Service- University of Missouri September 2013 - May 2014
The Frock Shop, Inc. May 2013 - February 2014
Her Campus September 2012 - June 2013
On The Money Magazine September 2012 - December 2012
Wells Fargo Securities June 2012 - August 2012
Street Level Youth Media June 2010 - August 2010
Skills
Microsoft Office, Customer Service, PowerPoint, English, Research, Windows, Teaching, Public Speaking, Strategic Planning, Editing, Social Media, Blogging, Social Networking, WordPress
Education
University of Missouri-Columbia 2013 — 2017
Bachelor of Journalism, Strategic Communications
MU Career Center January 2014 - Present
University of Missouri Department of Residential Life August 2014 - April 2015
BET Networks (a subsidiary of Viacom Inc.) June 2014 - August 2014
Center for Leadership and Service- University of Missouri September 2013 - May 2014
The Frock Shop, Inc. May 2013 - February 2014
Her Campus September 2012 - June 2013
On The Money Magazine September 2012 - December 2012
Wells Fargo Securities June 2012 - August 2012
Street Level Youth Media June 2010 - August 2010
Skills
Microsoft Office, Customer Service, PowerPoint, English, Research, Windows, Teaching, Public Speaking, Strategic Planning, Editing, Social Media, Blogging, Social Networking, WordPress
Education
University of Missouri-Columbia 2013 — 2017
Bachelor of Journalism, Strategic Communications
Alex N. Pirro's Wells Fargo Securities Experience May 2015 - Present
Job Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities May 2015 - Present
PwC September 2013 - May 2015
University of North Carolina at Chapel Hill August 2010 - May 2012
Wake Forest Baptist Health August 2010 - August 2011
City of Winston-Salem May 2008 - August 2009
Skills
Research, Microsoft Office, PowerPoint, Microsoft Excel, Public Speaking, Microsoft Word, Social Media, US GAAP, Financial Audits, Customer Service, Project Management, Political Campaigns, Analytical Skills
Education
UNC Kenan-Flagler Business School 2012 — 2013
Master's degree, Accounting
University of North Carolina at Chapel Hill 2008 — 2012
Bachelor's of Arts, Chemistry
Wells Fargo Securities May 2015 - Present
PwC September 2013 - May 2015
University of North Carolina at Chapel Hill August 2010 - May 2012
Wake Forest Baptist Health August 2010 - August 2011
City of Winston-Salem May 2008 - August 2009
Skills
Research, Microsoft Office, PowerPoint, Microsoft Excel, Public Speaking, Microsoft Word, Social Media, US GAAP, Financial Audits, Customer Service, Project Management, Political Campaigns, Analytical Skills
Education
UNC Kenan-Flagler Business School 2012 — 2013
Master's degree, Accounting
University of North Carolina at Chapel Hill 2008 — 2012
Bachelor's of Arts, Chemistry
Joshua Bernard Joshua Bernard's Wells Fargo Securities Experience July 2015 - Present
Job Analyst at Wells Fargo Securities
Industry Real Estate
Experience
Wells Fargo Securities July 2015 - Present
University of Michigan Ross School of Business September 2012 - May 2015
Morgan Stanley June 2014 - August 2014
Chrysler Group LLC May 2013 - August 2013
General Motors April 2012 - August 2012
Skills
Commercial Real Estate, Real Estate, Finance, CMBS, Automotive, Automotive Products, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Marketing, Analysis, Teamwork, Leadership, Research, Customer Service
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor’s Degree, Finance and Real Estate
Wells Fargo Securities July 2015 - Present
University of Michigan Ross School of Business September 2012 - May 2015
Morgan Stanley June 2014 - August 2014
Chrysler Group LLC May 2013 - August 2013
General Motors April 2012 - August 2012
Skills
Commercial Real Estate, Real Estate, Finance, CMBS, Automotive, Automotive Products, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Marketing, Analysis, Teamwork, Leadership, Research, Customer Service
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor’s Degree, Finance and Real Estate
Neil Delap Neil Delap's Wells Fargo Securities Experience June 2015 - Present
Job Associate at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities June 2015 - Present
TIAA-CREF June 2012 - June 2015
Hamilton Point Investment Advisors April 2010 - September 2010
Skills
ABS, MBS, Structured Finance, Fixed Income, Bloomberg, Intex, Investments, VBA, VB.NET, Financial Risk, Fixed Income Analysis, Financial Analysis, Research, Portfolio Management, Asset Management, Bonds, SQL, C#
Education
University of North Carolina at Chapel Hill 2007 — 2011
Bachelor of Arts, Economics
University of North Carolina at Chapel Hill 2007 — 2011
Bachelor of Arts, Mathematics
Wells Fargo Securities June 2015 - Present
TIAA-CREF June 2012 - June 2015
Hamilton Point Investment Advisors April 2010 - September 2010
Skills
ABS, MBS, Structured Finance, Fixed Income, Bloomberg, Intex, Investments, VBA, VB.NET, Financial Risk, Fixed Income Analysis, Financial Analysis, Research, Portfolio Management, Asset Management, Bonds, SQL, C#
Education
University of North Carolina at Chapel Hill 2007 — 2011
Bachelor of Arts, Economics
University of North Carolina at Chapel Hill 2007 — 2011
Bachelor of Arts, Mathematics
Allison Chin Allison Chin's Wells Fargo Securities Experience October 2013 - Present
Job Analyst at Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo Securities October 2013 - Present
Wells Fargo Advisors July 2011 - September 2013
Education
University of North Carolina at Chapel Hill 2007 — 2011
Bachelor's degree
Wells Fargo Securities October 2013 - Present
Wells Fargo Advisors July 2011 - September 2013
Education
University of North Carolina at Chapel Hill 2007 — 2011
Bachelor's degree
Arthur Elmer Arthur Elmer's Wells Fargo Securities Experience June 2014 - August 2014
Job Student at the University of Minnesota
Industry Banking
Experience
Piper Jaffray May 2015 - Present
Wells Fargo Securities June 2014 - August 2014
E-Commworks, Inc May 2013 - August 2013
Minneapolis Golf Club May 2006 - August 2013
St. Louis Park Lacrosse Association April 2012 - July 2013
Skills
Financial Analysis, Microsoft Excel, Data Analysis, PowerPoint, Accounting, Portfolio Management, Microsoft Office, Access, Microsoft Word, Leadership, Customer Service, Time Management, Teamwork, Spanish, Team Leadership, Financial Modeling, Project Management, Public Speaking, Social Media, Research, Valuation, Precision Agriculture, Fiscally Responsible, Contemporary Dance, Sword Fighting
Education
University of Minnesota - Carlson School of Management 2011 — 2016
Bachelor's degree, Finance, Spanish
Piper Jaffray May 2015 - Present
Wells Fargo Securities June 2014 - August 2014
E-Commworks, Inc May 2013 - August 2013
Minneapolis Golf Club May 2006 - August 2013
St. Louis Park Lacrosse Association April 2012 - July 2013
Skills
Financial Analysis, Microsoft Excel, Data Analysis, PowerPoint, Accounting, Portfolio Management, Microsoft Office, Access, Microsoft Word, Leadership, Customer Service, Time Management, Teamwork, Spanish, Team Leadership, Financial Modeling, Project Management, Public Speaking, Social Media, Research, Valuation, Precision Agriculture, Fiscally Responsible, Contemporary Dance, Sword Fighting
Education
University of Minnesota - Carlson School of Management 2011 — 2016
Bachelor's degree, Finance, Spanish
Mona (Easterling) Webb's Wells Fargo Securities Experience February 2013 - Present
Job Operations Analyst at Wells Fargo Securities
Industry Investment Management
Experience
Wells Fargo Securities February 2013 - Present
Hamilton State Bank October 2011 - May 2012
Affiliated Mortgage Company April 2010 - April 2011
Skills
Mortgage Lending, Loans, Credit, Consumer Lending, Credit Analysis, Investment Properties, Portfolio Management, Investments, Financial Services, Sales, Time Management, Relationship Management, Risk Management, Asset Management, Strategic Financial..., Credit Cards, FHA, Banking
Education
ULM 1981 — 1983
Office Adm
University of Louisiana at Monroe 1981 — 1983
Office Administration
Wells Fargo Securities February 2013 - Present
Hamilton State Bank October 2011 - May 2012
Affiliated Mortgage Company April 2010 - April 2011
Skills
Mortgage Lending, Loans, Credit, Consumer Lending, Credit Analysis, Investment Properties, Portfolio Management, Investments, Financial Services, Sales, Time Management, Relationship Management, Risk Management, Asset Management, Strategic Financial..., Credit Cards, FHA, Banking
Education
ULM 1981 — 1983
Office Adm
University of Louisiana at Monroe 1981 — 1983
Office Administration
Andrew Kemmer's Wells Fargo Securities Experience August 2014 - December 2014
Job Credit Risk Analyst at GM Financial
Industry Financial Services
Experience
GM Financial 2015 - Present
Wells Fargo Securities August 2014 - December 2014
Ally Financial Inc. February 2012 - August 2014
UNC Charlotte August 2011 - February 2012
VSC, Inc May 2006 - August 2011
Proctor Financial, Inc May 2008 - January 2011
U of M Cafeteria September 2005 - May 2009
Sweetland Writing Center at the University of Michigan September 2008 - April 2009
University of Michigan Habitat for Humanity January 2001 - January 2005
Skills
R, Microsoft Excel, Financial Modeling, Financial Analysis, Data Analysis, PowerPoint, Access, Statistics, Microsoft Office, Quantitative Analytics, Research, Microsoft Word, Finance, Accounting
Education
University of North Carolina at Charlotte 2011 — 2014
M.S. Mathematical Finance, Finance, Math, Computer Programming
University of Michigan 2005 — 2009
BA, Economics, German
University of Tuebingen 2007 — 2007
Northville High School 2001 — 2005
GM Financial 2015 - Present
Wells Fargo Securities August 2014 - December 2014
Ally Financial Inc. February 2012 - August 2014
UNC Charlotte August 2011 - February 2012
VSC, Inc May 2006 - August 2011
Proctor Financial, Inc May 2008 - January 2011
U of M Cafeteria September 2005 - May 2009
Sweetland Writing Center at the University of Michigan September 2008 - April 2009
University of Michigan Habitat for Humanity January 2001 - January 2005
Skills
R, Microsoft Excel, Financial Modeling, Financial Analysis, Data Analysis, PowerPoint, Access, Statistics, Microsoft Office, Quantitative Analytics, Research, Microsoft Word, Finance, Accounting
Education
University of North Carolina at Charlotte 2011 — 2014
M.S. Mathematical Finance, Finance, Math, Computer Programming
University of Michigan 2005 — 2009
BA, Economics, German
University of Tuebingen 2007 — 2007
Northville High School 2001 — 2005
Richard Childs Richard Childs's Wells Fargo Securities Experience April 2010 - March 2012
Job Operational Risk Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors September 2014 - Present
Wells Fargo Advisors May 2013 - September 2014
Wells Fargo Advisors March 2012 - May 2013
Wells Fargo Securities April 2010 - March 2012
Wells Fargo Advisors September 2008 - April 2010
Skills
Business Continuity..., Operational Risk..., Access Control..., Financial Services, Fixed Income, Investments, Microsoft Office, Financial Analysis, Analysis, Finance, Risk Management, Banking, Consulting, LDRPS, Disaster Recovery
Education
Webster University
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Missouri-Columbia
Bachelor of Arts, Economics
Wells Fargo Advisors September 2014 - Present
Wells Fargo Advisors May 2013 - September 2014
Wells Fargo Advisors March 2012 - May 2013
Wells Fargo Securities April 2010 - March 2012
Wells Fargo Advisors September 2008 - April 2010
Skills
Business Continuity..., Operational Risk..., Access Control..., Financial Services, Fixed Income, Investments, Microsoft Office, Financial Analysis, Analysis, Finance, Risk Management, Banking, Consulting, LDRPS, Disaster Recovery
Education
Webster University
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Missouri-Columbia
Bachelor of Arts, Economics
Jordan Leibowitz Jordan Leibowitz'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
Wells Fargo Securities June 2014 - August 2014
Phi Delta Theta International Fraternity January 2013 - January 2014
Graham Partners June 2013 - August 2013
Graham Partners June 2012 - August 2012
Skills
Financial Modeling, Microsoft Excel, Microsoft Office, Valuation, Financial Analysis, Bookkeeping, Finance, Management, Social Media
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Wells Fargo Securities June 2015 - Present
Wells Fargo Securities June 2014 - August 2014
Phi Delta Theta International Fraternity January 2013 - January 2014
Graham Partners June 2013 - August 2013
Graham Partners June 2012 - August 2012
Skills
Financial Modeling, Microsoft Excel, Microsoft Office, Valuation, Financial Analysis, Bookkeeping, Finance, Management, Social Media
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Wes Lilja Wes Lilja's Wells Fargo Securities Experience February 2011 - June 2013
Job Associate, Consumer Investment Banking at Harris Williams & Co.
Industry Investment Banking
Experience
Carlson School of Management August 2013 - May 2015
Harris Williams & Co. June 2014 - August 2014
Wells Fargo Securities February 2011 - June 2013
Piper Jaffray October 2009 - February 2011
Threshold Group November 2008 - December 2008
Watershed Partners, Inc. June 2008 - August 2008
Education
University of Minnesota - Carlson School of Management 2013 — 2015
Full-Time Candidate for Master of Business Administration (MBA)
University of Puget Sound 2005 — 2009
Bachelor of Arts in Business, Minors in Mathematics and Economics
Carlson School of Management August 2013 - May 2015
Harris Williams & Co. June 2014 - August 2014
Wells Fargo Securities February 2011 - June 2013
Piper Jaffray October 2009 - February 2011
Threshold Group November 2008 - December 2008
Watershed Partners, Inc. June 2008 - August 2008
Education
University of Minnesota - Carlson School of Management 2013 — 2015
Full-Time Candidate for Master of Business Administration (MBA)
University of Puget Sound 2005 — 2009
Bachelor of Arts in Business, Minors in Mathematics and Economics
Jill Owen's Wells Fargo Securities Experience September 2015 - Present
Job Incoming Investment Banking Analyst at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities September 2015 - Present
Wells Fargo June 2015 - August 2015
The Atlantic Group September 2013 - December 2013
Youth About Business May 2013 - August 2013
Skills
Research, Microsoft Word, Social Media, PowerPoint, Public Speaking, Leadership, Microsoft Office
Education
New York University, Stern School of Business 2012 — 2016
Bachelor of Science, Business, Finance, Economics
NYU Madrid 2014 — 2014
Spanish, Marketing
University of Melbourne 2014 — 2014
Finance and Economics
Neuqua Valley High School 2008 — 2012
Wells Fargo Securities September 2015 - Present
Wells Fargo June 2015 - August 2015
The Atlantic Group September 2013 - December 2013
Youth About Business May 2013 - August 2013
Skills
Research, Microsoft Word, Social Media, PowerPoint, Public Speaking, Leadership, Microsoft Office
Education
New York University, Stern School of Business 2012 — 2016
Bachelor of Science, Business, Finance, Economics
NYU Madrid 2014 — 2014
Spanish, Marketing
University of Melbourne 2014 — 2014
Finance and Economics
Neuqua Valley High School 2008 — 2012
Suman Kaba Suman Kaba's Wells Fargo Securities Experience August 2000 - April 2011
Job Business Support Manager, Talent Acquisition
Industry Human Resources
Experience
Inovalon 2012 - Present
Wells Fargo Securities August 2000 - April 2011
Skills
Applicant Tracking..., Talent Acquisition, Onboarding, Internet Recruiting, College Recruiting, Recruiting, Human Resources, Interviews, Temporary Placement, Sourcing, Contract Recruitment, Talent Management, New Hire Orientations, Staffing Services, Executive Search, Performance Management, Employee Benefits, Hiring, Resume Writing, Training, Background Checks
Education
University of Maryland Baltimore County 1986 — 1990
Bachelor of Arts (BA), Economics
Inovalon 2012 - Present
Wells Fargo Securities August 2000 - April 2011
Skills
Applicant Tracking..., Talent Acquisition, Onboarding, Internet Recruiting, College Recruiting, Recruiting, Human Resources, Interviews, Temporary Placement, Sourcing, Contract Recruitment, Talent Management, New Hire Orientations, Staffing Services, Executive Search, Performance Management, Employee Benefits, Hiring, Resume Writing, Training, Background Checks
Education
University of Maryland Baltimore County 1986 — 1990
Bachelor of Arts (BA), Economics
Christine Becerra Christine Becerra's Wells Fargo Securities Experience July 2014 - Present
Job Operational Risk Consultant at Wells Fargo Securities
Industry Executive Office
Experience
Wells Fargo Securities July 2014 - Present
Wells Fargo February 2012 - July 2014
American Family Mortgage, LLC April 2008 - June 2010
The Mortgage Squad, Inc. December 2006 - April 2008
Target January 2002 - December 2006
Encore Technologies, LLC January 1998 - January 2002
University of Minnesota January 1994 - January 1998
Skills
Production Process..., Quality Management, Mortgage Lending, Loans, Credit, Customer Service, Financial Analysis, Process Improvement, Insurance, Sales, Forecasting, Retail, Sales Management, Team Building, FHA financing, SOP development, Production Managment, Coaching, Team Leadership, Leadership, CRM, Risk Management
Education
University of Minnesota-Twin Cities
Bachelor of Science
Benilde - St. Margarets 1986 — 1989
Wells Fargo Securities July 2014 - Present
Wells Fargo February 2012 - July 2014
American Family Mortgage, LLC April 2008 - June 2010
The Mortgage Squad, Inc. December 2006 - April 2008
Target January 2002 - December 2006
Encore Technologies, LLC January 1998 - January 2002
University of Minnesota January 1994 - January 1998
Skills
Production Process..., Quality Management, Mortgage Lending, Loans, Credit, Customer Service, Financial Analysis, Process Improvement, Insurance, Sales, Forecasting, Retail, Sales Management, Team Building, FHA financing, SOP development, Production Managment, Coaching, Team Leadership, Leadership, CRM, Risk Management
Education
University of Minnesota-Twin Cities
Bachelor of Science
Benilde - St. Margarets 1986 — 1989
Toui Mohlke Toui Mohlke's Wells Fargo Securities Experience October 2006 - June 2014
Job EBusiness Consultant at Wells Fargo Bank
Industry Financial Services
Experience
Carleton College March 2015 - Present
Wells Fargo Bank July 2014 - February 2015
Wells Fargo Securities October 2006 - June 2014
Wells Fargo Brokerage Services, LLC 1998 - 2001
Piper Jaffray, Inc. 1996 - 1998
Piper Jaffray, Inc. 1995 - 1996
Piper Jaffray, Inc. 1993 - 1995
Skills
Fixed Income, Series 7, Series 63, Analysis, Oracle BI EE, Salesforce.com
Education
University of Minnesota-Duluth
Bachelor of Science (B.S.), Mathematics
Carleton College March 2015 - Present
Wells Fargo Bank July 2014 - February 2015
Wells Fargo Securities October 2006 - June 2014
Wells Fargo Brokerage Services, LLC 1998 - 2001
Piper Jaffray, Inc. 1996 - 1998
Piper Jaffray, Inc. 1995 - 1996
Piper Jaffray, Inc. 1993 - 1995
Skills
Fixed Income, Series 7, Series 63, Analysis, Oracle BI EE, Salesforce.com
Education
University of Minnesota-Duluth
Bachelor of Science (B.S.), Mathematics
James Rigney James Rigney's Wells Fargo Securities Experience 2013 - Present
Job Vice President at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities 2013 - Present
Fidelity Investments 2007 - 2012
Fidelity Investments 2002 - 2007
Fidelity Investments 1992 - 2002
G. X. Clarke 1983 - 1992
Federal Reserve Bank of Boston 1981 - 1983
Skills
Series 63, Series 7, Bloomberg, Fixed Income, Trading
Education
University of Massachusetts at Lowell
Bachelor's degree, Economics, Magna Cum Laude
Wells Fargo Securities 2013 - Present
Fidelity Investments 2007 - 2012
Fidelity Investments 2002 - 2007
Fidelity Investments 1992 - 2002
G. X. Clarke 1983 - 1992
Federal Reserve Bank of Boston 1981 - 1983
Skills
Series 63, Series 7, Bloomberg, Fixed Income, Trading
Education
University of Massachusetts at Lowell
Bachelor's degree, Economics, Magna Cum Laude
James Mastroianna James Mastroianna's Wells Fargo Securities Experience May 2006 - July 2010
Job Assistant Vice President Relationship Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2013 - Present
Wells Fargo August 2010 - July 2013
Wells Fargo Securities May 2006 - July 2010
Wells Fargo April 2004 - May 2006
Skills
Financial Analysis, Financial Modeling, Loan Structuring, Credit Analysis, Underwriting, Distressed Debt, Due Diligence, Capital Markets, Financial Structuring, Credit, Portfolio Management
Education
University of Minnesota - Carlson School of Management 2001 — 2005
Bachelor of Science, Finance and Management
Wells Fargo July 2013 - Present
Wells Fargo August 2010 - July 2013
Wells Fargo Securities May 2006 - July 2010
Wells Fargo April 2004 - May 2006
Skills
Financial Analysis, Financial Modeling, Loan Structuring, Credit Analysis, Underwriting, Distressed Debt, Due Diligence, Capital Markets, Financial Structuring, Credit, Portfolio Management
Education
University of Minnesota - Carlson School of Management 2001 — 2005
Bachelor of Science, Finance and Management
Mitchener Turnipseed Mitchener Turnipseed's Wells Fargo Securities Experience 2014 - Present
Job Investment Banking Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities 2014 - Present
Stump & Company June 2013 - August 2013
Office of Senator Thad Cochran May 2012 - August 2012
Skills
Political Campaigns, Research, Investment Banking, Economics
Education
University of Virginia 2013 — 2014
Master of Science (M.S.), Financial Services
University of Mississippi 2009 — 2013
Bachelor of Arts (B.A.), History
Wells Fargo Securities 2014 - Present
Stump & Company June 2013 - August 2013
Office of Senator Thad Cochran May 2012 - August 2012
Skills
Political Campaigns, Research, Investment Banking, Economics
Education
University of Virginia 2013 — 2014
Master of Science (M.S.), Financial Services
University of Mississippi 2009 — 2013
Bachelor of Arts (B.A.), History
Ryan Bloom Ryan Bloom's Wells Fargo Securities Experience June 2014 - August 2015
Job Analyst at EverPoint Asset Management
Industry Capital Markets
Experience
EverPoint Asset Management September 2015 - Present
Wells Fargo Securities June 2014 - August 2015
Wells Fargo Securities June 2013 - August 2013
National Financial May 2012 - August 2012
University of Michigan Office of Technology Transfer May 2011 - July 2011
Oakland County Board of Commissioners June 2009 - August 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Word, LBO Modeling, Financial Modeling, Financial Analysis, Data Analysis, Process Improvement, Analysis, Research, Leadership, Public Speaking, Customer Service, Investment Banking, LBO, Finance
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Bachelor's of Business Administration, Finance
Bloomfield Hills Andover High School 2006 — 2010
EverPoint Asset Management September 2015 - Present
Wells Fargo Securities June 2014 - August 2015
Wells Fargo Securities June 2013 - August 2013
National Financial May 2012 - August 2012
University of Michigan Office of Technology Transfer May 2011 - July 2011
Oakland County Board of Commissioners June 2009 - August 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Word, LBO Modeling, Financial Modeling, Financial Analysis, Data Analysis, Process Improvement, Analysis, Research, Leadership, Public Speaking, Customer Service, Investment Banking, LBO, Finance
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Bachelor's of Business Administration, Finance
Bloomfield Hills Andover High School 2006 — 2010
Lenny Gottlieb's Wells Fargo Securities Experience June 2015 - August 2015
Job Student at University of Michigan
Industry
Experience
Wells Fargo Securities June 2015 - August 2015
JBL Media July 2014 - September 2014
Lead Fortune Technology May 2014 - July 2014
KRG Enterprises May 2013 - August 2013
Skills
Microsoft Word, Customer Service, PowerPoint, Microsoft Office, Microsoft Excel
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2016
Bachelor's Degree, Business Administration and Management, General
Wells Fargo Securities June 2015 - August 2015
JBL Media July 2014 - September 2014
Lead Fortune Technology May 2014 - July 2014
KRG Enterprises May 2013 - August 2013
Skills
Microsoft Word, Customer Service, PowerPoint, Microsoft Office, Microsoft Excel
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2016
Bachelor's Degree, Business Administration and Management, General
Jane Santini Jane Santini's Wells Fargo Securities Experience June 2010 - August 2010
Job Vice President, Investment Banking at Signal Hill
Industry Investment Banking
Experience
Signal Hill Capital September 2011 - Present
Wells Fargo Securities June 2010 - August 2010
The MITRE Corporation July 2007 - May 2009
New Markets Venture Partners August 2007 - May 2008
Booz Allen Hamilton September 2005 - July 2007
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Due Diligence, Strategy, Mergers & Acquisitions, Investment Banking
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance and Accounting
University of Maryland College Park 2006 — 2009
M.S., Telecommunications
University of Maryland College Park 2001 — 2005
B.S., Computer Science
Signal Hill Capital September 2011 - Present
Wells Fargo Securities June 2010 - August 2010
The MITRE Corporation July 2007 - May 2009
New Markets Venture Partners August 2007 - May 2008
Booz Allen Hamilton September 2005 - July 2007
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Due Diligence, Strategy, Mergers & Acquisitions, Investment Banking
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance and Accounting
University of Maryland College Park 2006 — 2009
M.S., Telecommunications
University of Maryland College Park 2001 — 2005
B.S., Computer Science
Brandon DeFrehn Brandon DeFrehn's Wells Fargo Securities Experience January 2013 - Present
Job Vice President at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities January 2013 - Present
Cravath, Swaine & Moore LLP October 2006 - December 2012
Friends of Connie Morella for Congress January 2002 - November 2002
Education
The University of Texas School of Law 2003 — 2006
Doctor of Law (J.D.)
The University of Texas at Austin 2003 — 2006
J.D., Law
University of Maryland - Robert H. Smith School of Business 1999 — 2003
BS, Finance
University of Maryland College Park 1999 — 2003
Bachelor of Science (B.S.), Finance, General
Wells Fargo Securities January 2013 - Present
Cravath, Swaine & Moore LLP October 2006 - December 2012
Friends of Connie Morella for Congress January 2002 - November 2002
Education
The University of Texas School of Law 2003 — 2006
Doctor of Law (J.D.)
The University of Texas at Austin 2003 — 2006
J.D., Law
University of Maryland - Robert H. Smith School of Business 1999 — 2003
BS, Finance
University of Maryland College Park 1999 — 2003
Bachelor of Science (B.S.), Finance, General
agnes zoukh agnes zoukh's Wells Fargo Securities Experience November 2014 - April 2015
Job Compliance Auditor at Freddie Mac
Industry Financial Services
Experience
BB&T April 2015 - Present
Wells Fargo Securities November 2014 - April 2015
Freddie Mac July 2013 - October 2014
Freddie Mac June 2012 - July 2013
SunTrust Mortgage January 2011 - June 2012
SunTrust Mortgage November 2008 - January 2011
Skills
Strategic / Tactical..., Regulatory Compliance, Business Development, Financial Analysis, Servicing/Operation..., Project Management, Mortgage Banking, Default, Mortgage Lending, Loans, Finance, Risk Management, Process Improvement, Analysis, Loan Origination, Management, Mortgage Servicing, Banking, Credit, Portfolio Management, Loss Mitigation, Credit Analysis
Education
University of Maryland University College 2015 — 2016
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Virginia Commonwealth University 2006 — 2011
Bachelor of Applied Science (B.A.Sc.), Criminal Justice and Corrections
BB&T April 2015 - Present
Wells Fargo Securities November 2014 - April 2015
Freddie Mac July 2013 - October 2014
Freddie Mac June 2012 - July 2013
SunTrust Mortgage January 2011 - June 2012
SunTrust Mortgage November 2008 - January 2011
Skills
Strategic / Tactical..., Regulatory Compliance, Business Development, Financial Analysis, Servicing/Operation..., Project Management, Mortgage Banking, Default, Mortgage Lending, Loans, Finance, Risk Management, Process Improvement, Analysis, Loan Origination, Management, Mortgage Servicing, Banking, Credit, Portfolio Management, Loss Mitigation, Credit Analysis
Education
University of Maryland University College 2015 — 2016
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Virginia Commonwealth University 2006 — 2011
Bachelor of Applied Science (B.A.Sc.), Criminal Justice and Corrections
Josh Hansen Josh Hansen's Wells Fargo Securities Experience August 2014 - Present
Job Officer at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities August 2014 - Present
Deutsche Bank March 2013 - August 2014
Deutsche Bank March 2012 - March 2013
Deutsche Bank March 2011 - March 2012
Deutsche Bank December 2008 - March 2011
The Krause Fund at the University of Iowa December 2007 - June 2008
Kompo Internet Solutions June 2006 - August 2006
Skills
Financial Modeling, Equities, Bloomberg, Valuation, Portfolio Management, VBA, Emerging Markets, Microsoft Excel, Financial Services, Lotus Notes, Client Service Oriented, Manage Client...
Education
University of Iowa 2003 — 2008
Bachelor's Degree, Finance
University of Iowa 2003 — 2007
Bachelor's Degree, History
St Mary's University, London UK 2011 — 2012
Post Graduate Certificate, International Business
Wells Fargo Securities August 2014 - Present
Deutsche Bank March 2013 - August 2014
Deutsche Bank March 2012 - March 2013
Deutsche Bank March 2011 - March 2012
Deutsche Bank December 2008 - March 2011
The Krause Fund at the University of Iowa December 2007 - June 2008
Kompo Internet Solutions June 2006 - August 2006
Skills
Financial Modeling, Equities, Bloomberg, Valuation, Portfolio Management, VBA, Emerging Markets, Microsoft Excel, Financial Services, Lotus Notes, Client Service Oriented, Manage Client...
Education
University of Iowa 2003 — 2008
Bachelor's Degree, Finance
University of Iowa 2003 — 2007
Bachelor's Degree, History
St Mary's University, London UK 2011 — 2012
Post Graduate Certificate, International Business
Walter Kruger's Wells Fargo Securities Experience May 2015 - Present
Job Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities May 2015 - Present
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2007
MBA
University of North Carolina at Chapel Hill 1995 — 1999
BS
King Low Heywood Thomas School 1991 — 1995
High School
Wells Fargo Securities May 2015 - Present
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2007
MBA
University of North Carolina at Chapel Hill 1995 — 1999
BS
King Low Heywood Thomas School 1991 — 1995
High School
Jon Tsatsonis's Wells Fargo Securities Experience June 2014 - Present
Job
Industry Investment Banking
Experience
Wells Fargo Securities June 2014 - Present
Barclays Capital February 2009 - May 2014
UBS Investment Bank July 2002 - January 2009
Skills
Equity Derivatives, Equities, Trading Systems, Derivatives, Structured Products, Electronic Trading, Risk Management, Investment Banking, Low Latency, Options, Credit Derivatives, Market Making, High Frequency Trading
Education
Willmot/7City 2007 — 2007
Certificate in Quantitative Finance, CQF
University of Kent 1995 — 1998
BSc, Computer Science
Wells Fargo Securities June 2014 - Present
Barclays Capital February 2009 - May 2014
UBS Investment Bank July 2002 - January 2009
Skills
Equity Derivatives, Equities, Trading Systems, Derivatives, Structured Products, Electronic Trading, Risk Management, Investment Banking, Low Latency, Options, Credit Derivatives, Market Making, High Frequency Trading
Education
Willmot/7City 2007 — 2007
Certificate in Quantitative Finance, CQF
University of Kent 1995 — 1998
BSc, Computer Science
Shenwei (Sean) Qin's Wells Fargo Securities Experience April 2013 - Present
Job AVP at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities April 2013 - Present
Morgan Stanley May 2010 - April 2013
International Securities Exchange (ISE) January 2010 - April 2010
GE Capital April 2002 - October 2009
Polaroid Corporation September 2000 - February 2002
DTCC June 2000 - September 2000
New York Board of Trade October 1998 - June 2000
Education
University of Illinois at Urbana-Champaign 1990 — 1996
Ph.D.
Wells Fargo Securities April 2013 - Present
Morgan Stanley May 2010 - April 2013
International Securities Exchange (ISE) January 2010 - April 2010
GE Capital April 2002 - October 2009
Polaroid Corporation September 2000 - February 2002
DTCC June 2000 - September 2000
New York Board of Trade October 1998 - June 2000
Education
University of Illinois at Urbana-Champaign 1990 — 1996
Ph.D.
Evan Seidenberg's Wells Fargo Securities Experience October 2011 - October 2013
Job Healthcare Investment Banking Associate at CIT Group
Industry Investment Banking
Experience
CIT Group November 2013 - Present
Wells Fargo Securities October 2011 - October 2013
Ladenburg Thalmann September 2009 - September 2011
SMB-Capital June 2009 - August 2009
GlobeOp Financial Services May 2008 - August 2008
Skills
Investment Banking
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
BBA, Finance / Accouting
CIT Group November 2013 - Present
Wells Fargo Securities October 2011 - October 2013
Ladenburg Thalmann September 2009 - September 2011
SMB-Capital June 2009 - August 2009
GlobeOp Financial Services May 2008 - August 2008
Skills
Investment Banking
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
BBA, Finance / Accouting
Shankara Ettigi's Wells Fargo Securities Experience 2005 - 2005
Job Associate Director at Evolent Health
Industry Hospital & Health Care
Experience
Evolent Health January 2015 - Present
Philips Healthcare November 2013 - December 2014
PwC September 2010 - November 2013
MedStar Health July 2009 - June 2010
Virginia Commonwealth University Health System May 2007 - May 2009
VCU Master of Health Administration 2007 - 2009
Wells Fargo Securities 2005 - 2005
Skills
Healthcare Information..., Healthcare, Healthcare Management, HIPAA, Healthcare Consulting, Hospitals, Revenue Cycle, EHR, EMR, Data Analysis, Healthcare Industry, Process Improvement, Access, Performance Improvement, Public Health, Clinical Research, Managed Care, Strategic Planning, Project Management, Change Management, Analysis, Program Management, Health Insurance
Education
Virginia Commonwealth University 2007 — 2010
Masters
University of Maryland College Park 2001 — 2004
Bachelor of Science (BS)
Evolent Health January 2015 - Present
Philips Healthcare November 2013 - December 2014
PwC September 2010 - November 2013
MedStar Health July 2009 - June 2010
Virginia Commonwealth University Health System May 2007 - May 2009
VCU Master of Health Administration 2007 - 2009
Wells Fargo Securities 2005 - 2005
Skills
Healthcare Information..., Healthcare, Healthcare Management, HIPAA, Healthcare Consulting, Hospitals, Revenue Cycle, EHR, EMR, Data Analysis, Healthcare Industry, Process Improvement, Access, Performance Improvement, Public Health, Clinical Research, Managed Care, Strategic Planning, Project Management, Change Management, Analysis, Program Management, Health Insurance
Education
Virginia Commonwealth University 2007 — 2010
Masters
University of Maryland College Park 2001 — 2004
Bachelor of Science (BS)
Nancy Case's Wells Fargo Securities Experience November 2012 - July 2015
Job Financial Crimes Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo July 2015 - Present
Wells Fargo Securities November 2012 - July 2015
Wells Fargo Bank July 2010 - January 2013
Wells Fargo January 2008 - July 2010
HSBC Consumer & Mortgage Lending June 2006 - January 2008
Decision One Mortgage, Member HSBC Group December 2004 - December 2005
ANC Rental Corp (Alamo & National Car Rental) April 2002 - December 2002
Skills
Commercial Lending, Loan Servicing, Credit, Loans, Management, Portfolio Management, Banking, Business Analysis, Finance, Financial Services, Leadership, Process Improvement, Risk Management, Mortgage Lending, Financial Risk
Education
University of Maryland College Park 1995 — 1999
B.S., Marketing
University of Maryland College Park
Wells Fargo July 2015 - Present
Wells Fargo Securities November 2012 - July 2015
Wells Fargo Bank July 2010 - January 2013
Wells Fargo January 2008 - July 2010
HSBC Consumer & Mortgage Lending June 2006 - January 2008
Decision One Mortgage, Member HSBC Group December 2004 - December 2005
ANC Rental Corp (Alamo & National Car Rental) April 2002 - December 2002
Skills
Commercial Lending, Loan Servicing, Credit, Loans, Management, Portfolio Management, Banking, Business Analysis, Finance, Financial Services, Leadership, Process Improvement, Risk Management, Mortgage Lending, Financial Risk
Education
University of Maryland College Park 1995 — 1999
B.S., Marketing
University of Maryland College Park
Ashok Jain's Wells Fargo Securities Experience June 2015 - Present
Job Regulatory Technology at Wells Fargo Securities
Industry Computer Software
Experience
Wells Fargo Securities June 2015 - Present
Headstrong / Genpact Capital Markets June 2000 - January 2015
Patni Computer Systems June 1990 - May 2000
Skills
Project Management, Management, SDLC, Software Project..., Requirements Analysis, Business Analysis, Solution Architecture, Vendor Management, Business Intelligence, PMO, Requirements Gathering, IT Strategy, Project Portfolio..., PMP, Enterprise Architecture, Pre-sales, Consulting, Outsourcing, Leadership, Calypso, Derivatives, Financial Regulatory...
Education
University of Mumbai 1987 — 1990
B. Sc. (Tech), Computer Technology
University of Mumbai 1984 — 1987
Bachelor of Science, Physics
Wells Fargo Securities June 2015 - Present
Headstrong / Genpact Capital Markets June 2000 - January 2015
Patni Computer Systems June 1990 - May 2000
Skills
Project Management, Management, SDLC, Software Project..., Requirements Analysis, Business Analysis, Solution Architecture, Vendor Management, Business Intelligence, PMO, Requirements Gathering, IT Strategy, Project Portfolio..., PMP, Enterprise Architecture, Pre-sales, Consulting, Outsourcing, Leadership, Calypso, Derivatives, Financial Regulatory...
Education
University of Mumbai 1987 — 1990
B. Sc. (Tech), Computer Technology
University of Mumbai 1984 — 1987
Bachelor of Science, Physics
Johnathan Temesgen's Wells Fargo Securities Experience March 2014 - Present
Job Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities March 2014 - Present
Wells Fargo Securities March 2011 - February 2014
Wachovia Securities July 2007 - February 2011
Skills
Capital Markets, Valuation, Financial Modeling, Leveraged Finance, Financial Statement..., Credit Analysis, Series 7, Private Equity, Investment Banking, Fixed Income, Portfolio Management, Mergers & Acquisitions
Education
University of Michigan 2005 — 2007
MBA, Finance
University of Michigan - Stephen M. Ross School of Business 2005 — 2007
Wells Fargo Securities March 2014 - Present
Wells Fargo Securities March 2011 - February 2014
Wachovia Securities July 2007 - February 2011
Skills
Capital Markets, Valuation, Financial Modeling, Leveraged Finance, Financial Statement..., Credit Analysis, Series 7, Private Equity, Investment Banking, Fixed Income, Portfolio Management, Mergers & Acquisitions
Education
University of Michigan 2005 — 2007
MBA, Finance
University of Michigan - Stephen M. Ross School of Business 2005 — 2007
Huaqiang (Richard) Ma's Wells Fargo Securities Experience June 2012 - Present
Job Desk Quant at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2012 - Present
Wachovia, A Wells Fargo Company June 2011 - May 2012
Meru Capital December 2010 - November 2011
Skills
Stochastic Calculus, Numerical Analysis, SAS, Statistics, Matlab, C++, SQL, Simulation, Java, Critical Thinking, Probability Theory, Quantitative Finance, Monte Carlo Simulation, Quantitative Analysis, Financial Engineering, Equity Derivatives, Portfolio Optimization, Time Series Analysis, Interest Rate..., Market Risk, Derivatives, Volatility, Options, Fixed Income, Equities, Equity Research, Financial Modeling, Quant
Education
University of Maryland College Park
PhD, Mathematical Finance
University of Science and Technology of China
B.S., Chemical Physics
Wells Fargo Securities June 2012 - Present
Wachovia, A Wells Fargo Company June 2011 - May 2012
Meru Capital December 2010 - November 2011
Skills
Stochastic Calculus, Numerical Analysis, SAS, Statistics, Matlab, C++, SQL, Simulation, Java, Critical Thinking, Probability Theory, Quantitative Finance, Monte Carlo Simulation, Quantitative Analysis, Financial Engineering, Equity Derivatives, Portfolio Optimization, Time Series Analysis, Interest Rate..., Market Risk, Derivatives, Volatility, Options, Fixed Income, Equities, Equity Research, Financial Modeling, Quant
Education
University of Maryland College Park
PhD, Mathematical Finance
University of Science and Technology of China
B.S., Chemical Physics
Andrew Konstand's Wells Fargo Securities Experience July 2014 - Present
Job Leveraged Finance Associate at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities July 2014 - Present
Wells Fargo Securities May 2013 - August 2013
Ernst & Young May 2011 - June 2012
Ernst & Young October 2009 - May 2011
Ernst & Young October 2008 - October 2009
Ernst & Young October 2007 - October 2008
Skills
Internal Controls, US GAAP, GAAP, Financial Reporting, SEC filings
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Notre Dame - Mendoza College of Business 2007 — 2008
MSA, Accountancy
University of Maryland College Park 2004 — 2007
B.S. & B.A., Economics & International Business
Wells Fargo Securities July 2014 - Present
Wells Fargo Securities May 2013 - August 2013
Ernst & Young May 2011 - June 2012
Ernst & Young October 2009 - May 2011
Ernst & Young October 2008 - October 2009
Ernst & Young October 2007 - October 2008
Skills
Internal Controls, US GAAP, GAAP, Financial Reporting, SEC filings
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Notre Dame - Mendoza College of Business 2007 — 2008
MSA, Accountancy
University of Maryland College Park 2004 — 2007
B.S. & B.A., Economics & International Business
Christopher Koinis's Wells Fargo Securities Experience May 2014 - August 2014
Job Investment Banking Associate
Industry Investment Banking
Experience
Macquarie Group July 2015 - Present
Wells Fargo Securities May 2014 - August 2014
ESE Business School Chile March 2014 - May 2014
Capgemini Government Solutions July 2011 - July 2013
BAE Systems Information Technology December 2009 - June 2011
Makan Capital Group September 2008 - September 2009
Skills
Strategic Planning, Project Management, Business Process..., Management Consulting, Business Transformation, Program Management, Due Diligence, Business Planning, Mergers & Acquisitions, Business Development, Policy, Government, Strategy, Management, Risk Management, Business Strategy, Competitive Analysis, Analysis, Valuation, Financial Modeling, Investment Banking, Financial Analysis, Finance, Microsoft Excel, Capital Markets, Consulting, Microsoft Office
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance and Accounting
Vanderbilt University 2006 — 2009
BA, Economics
Macquarie Group July 2015 - Present
Wells Fargo Securities May 2014 - August 2014
ESE Business School Chile March 2014 - May 2014
Capgemini Government Solutions July 2011 - July 2013
BAE Systems Information Technology December 2009 - June 2011
Makan Capital Group September 2008 - September 2009
Skills
Strategic Planning, Project Management, Business Process..., Management Consulting, Business Transformation, Program Management, Due Diligence, Business Planning, Mergers & Acquisitions, Business Development, Policy, Government, Strategy, Management, Risk Management, Business Strategy, Competitive Analysis, Analysis, Valuation, Financial Modeling, Investment Banking, Financial Analysis, Finance, Microsoft Excel, Capital Markets, Consulting, Microsoft Office
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance and Accounting
Vanderbilt University 2006 — 2009
BA, Economics
Leslie Ng's Wells Fargo Securities Experience March 2015 - Present
Job Vice President at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities March 2015 - Present
Wells Fargo Securities July 2011 - February 2015
Wells Fargo Securities April 2008 - June 2011
Skills
Fixed Income, Financial Modeling, Capital Markets, Bloomberg, Investment Banking, Financial Analysis, Series 7, Securities, Bonds
Education
Wheaton College 2003 — 2007
BA, Business/Economics
University of International Business and Economics
Wells Fargo Securities March 2015 - Present
Wells Fargo Securities July 2011 - February 2015
Wells Fargo Securities April 2008 - June 2011
Skills
Fixed Income, Financial Modeling, Capital Markets, Bloomberg, Investment Banking, Financial Analysis, Series 7, Securities, Bonds
Education
Wheaton College 2003 — 2007
BA, Business/Economics
University of International Business and Economics
John Leak's Wells Fargo Securities Experience 2009 - Present
Job Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities 2009 - Present
Wachovia Securities, LLC 2004 - 2008
Grant Thornton 2002 - 2004
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2002
Master of Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1997 — 2001
Bachelor of Science (B.S.)
UNC Chapel Hill
Wells Fargo Securities 2009 - Present
Wachovia Securities, LLC 2004 - 2008
Grant Thornton 2002 - 2004
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2002
Master of Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1997 — 2001
Bachelor of Science (B.S.)
UNC Chapel Hill
Urvashi Mishra's Wells Fargo Securities Experience September 2012 - January 2014
Job Capital Markets Application Systems Engineer, Wells Fargo Securities, LLC
Industry Computer Software
Experience
Wells Fargo Securities- Finance September 2014 - Present
Wells Fargo Securities, LLC February 2014 - September 2014
Wells Fargo Securities September 2012 - January 2014
Wachovia, A Wells Fargo Company October 2010 - March 2012
Girls In Tech (GIT) January 2011 - January 2012
TrustHop, Inc. (startup) [Acquired by LinkedIn] May 2009 - December 2011
Girls In Tech December 2009 - January 2011
University of Minnesota September 2008 - January 2009
Applied Biosystems June 2008 - August 2008
University of Minnesota January 2008 - May 2008
Skills
Subversion, JUnit, Java, MySQL, XML, Perl, Software Development, Linux, Eclipse, Software Engineering, Hibernate, Ant, OOP, Web Applications, Test Automation, Programming, CVS, Selenium, WordPress, User Experience, Agile Methodologies, Networking, Web Services, Java Enterprise Edition, Scrum, Unix, Flex, Telecommunications, SQL, ClearCase, Data Analysis, UML, Software Design, Spring, Tomcat, C#, PL/SQL, SOA, C, HTML 5, Microsoft SQL Server, Management, Testing, Integration, AJAX, JSON, Computer Science, Core Java, SDLC, Databases
Education
University of Minnesota-Twin Cities 2007 — 2010
M.S., Computer Science (Major), Bioinformatics (minor)
People's Education Society Institute of Technology (PESIT) 2000 — 2004
B.E., Computer Science and Engineering
Carmel Convent School 1983 — 1999
Wells Fargo Securities- Finance September 2014 - Present
Wells Fargo Securities, LLC February 2014 - September 2014
Wells Fargo Securities September 2012 - January 2014
Wachovia, A Wells Fargo Company October 2010 - March 2012
Girls In Tech (GIT) January 2011 - January 2012
TrustHop, Inc. (startup) [Acquired by LinkedIn] May 2009 - December 2011
Girls In Tech December 2009 - January 2011
University of Minnesota September 2008 - January 2009
Applied Biosystems June 2008 - August 2008
University of Minnesota January 2008 - May 2008
Skills
Subversion, JUnit, Java, MySQL, XML, Perl, Software Development, Linux, Eclipse, Software Engineering, Hibernate, Ant, OOP, Web Applications, Test Automation, Programming, CVS, Selenium, WordPress, User Experience, Agile Methodologies, Networking, Web Services, Java Enterprise Edition, Scrum, Unix, Flex, Telecommunications, SQL, ClearCase, Data Analysis, UML, Software Design, Spring, Tomcat, C#, PL/SQL, SOA, C, HTML 5, Microsoft SQL Server, Management, Testing, Integration, AJAX, JSON, Computer Science, Core Java, SDLC, Databases
Education
University of Minnesota-Twin Cities 2007 — 2010
M.S., Computer Science (Major), Bioinformatics (minor)
People's Education Society Institute of Technology (PESIT) 2000 — 2004
B.E., Computer Science and Engineering
Carmel Convent School 1983 — 1999
Kheang Lim's Wells Fargo Securities Experience 2010 - 2011
Job Developer
Industry Information Technology and Services
Experience
AdWerx January 2015 - Present
The Iron Yard September 2014 - December 2014
SunTrust Robinson Humphrey 2014 - 2014
SunTrust Robinson Humphrey 2012 - 2014
Wells Fargo Securities 2010 - 2011
Wells Fargo Bank 2009 - 2010
Wells Fargo Securities 2007 - 2009
Skills
Loans, Credit, Credit Analysis, Debt, Securitization, Structured Finance, Financial Analysis, Capital Markets, Due Diligence, Underwriting, Banking, Excel, PowerPoint, Ruby on Rails, Financial Structuring, Commercial Lending
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2007
Bachelor of Science (B.S.), Business Administration
University of North Carolina at Chapel Hill 2003 — 2007
BSBA, Finance Concentration
AdWerx January 2015 - Present
The Iron Yard September 2014 - December 2014
SunTrust Robinson Humphrey 2014 - 2014
SunTrust Robinson Humphrey 2012 - 2014
Wells Fargo Securities 2010 - 2011
Wells Fargo Bank 2009 - 2010
Wells Fargo Securities 2007 - 2009
Skills
Loans, Credit, Credit Analysis, Debt, Securitization, Structured Finance, Financial Analysis, Capital Markets, Due Diligence, Underwriting, Banking, Excel, PowerPoint, Ruby on Rails, Financial Structuring, Commercial Lending
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2007
Bachelor of Science (B.S.), Business Administration
University of North Carolina at Chapel Hill 2003 — 2007
BSBA, Finance Concentration
Jack Altmeyer's Wells Fargo Securities Experience January 2009 - Present
Job Director at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities January 2009 - Present
Wachovia Capital Markets 2001 - January 2010
Education
University of Miami 1992 — 1996
Wells Fargo Securities January 2009 - Present
Wachovia Capital Markets 2001 - January 2010
Education
University of Miami 1992 — 1996
Tim Mankus's Wells Fargo Securities Experience December 2009 - Present
Job Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo Securities December 2009 - Present
Wells Fargo Home Mortgage 1987 - November 2009
Prudential Home Mortgage October 1987 - October 1997
Norwest Mortgage 1990 - 1995
Citicorp Mortgage 1984 - 1987
Boatmen's National Bank 1983 - 1985
Skills
Capital Markets, Mortgage Lending, Hedging, Leadership, Loans, Mortgage Banking, Loan Origination, Banking, Fixed Income, Sales
Education
University of Missouri-Columbia 1979 — 1983
BSBA/MBA, Finance
University of Missouri-Columbia 1979 — 1982
BSBA,, Finance
Wells Fargo Securities December 2009 - Present
Wells Fargo Home Mortgage 1987 - November 2009
Prudential Home Mortgage October 1987 - October 1997
Norwest Mortgage 1990 - 1995
Citicorp Mortgage 1984 - 1987
Boatmen's National Bank 1983 - 1985
Skills
Capital Markets, Mortgage Lending, Hedging, Leadership, Loans, Mortgage Banking, Loan Origination, Banking, Fixed Income, Sales
Education
University of Missouri-Columbia 1979 — 1983
BSBA/MBA, Finance
University of Missouri-Columbia 1979 — 1982
BSBA,, Finance
Frank Tippett's Wells Fargo Securities Experience May 2000 - Present
Job Director Asset Backed Finance
Industry Banking
Experience
Wells Fargo Securities May 2000 - Present
Wachovia Bank 2000 - Present
Arthur Andersen 1993 - 1999
Skills
Fixed Income, Capital Markets, Portfolio Management, Valuation, Financial Modeling, Investments
Education
University of Maryland - Robert H. Smith School of Business 1990 — 1993
Wells Fargo Securities May 2000 - Present
Wachovia Bank 2000 - Present
Arthur Andersen 1993 - 1999
Skills
Fixed Income, Capital Markets, Portfolio Management, Valuation, Financial Modeling, Investments
Education
University of Maryland - Robert H. Smith School of Business 1990 — 1993
Jeffrey Khoury's Wells Fargo Securities Experience July 2014 - Present
Job Investment Banking Associate at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities July 2014 - Present
University of North Carolina at Chapel Hill July 2012 - May 2014
Wells Fargo Securities June 2013 - August 2013
Cambridge Associates September 2009 - July 2012
Cambridge Associates June 2007 - September 2009
Skills
Financial Modeling, Investments, Valuation, Bloomberg, Asset Allocation, Financial Analysis, Hedge Funds, Equities, Investment Strategies, Asset Managment, Portfolio Management, Equity Research, Due Diligence, Data Analysis, Economics, Private Equity, Datastream, Alternative Investments, Investment Management, Fixed Income
Education
University of North Carolina at Chapel Hill 2012 — 2014
Master of Business Administration (M.B.A.)
Wake Forest University 2003 — 2007
Bachelor of Science (B.S.), Mathematical Economics
Ridgewood High School 1999 — 2003
Wells Fargo Securities July 2014 - Present
University of North Carolina at Chapel Hill July 2012 - May 2014
Wells Fargo Securities June 2013 - August 2013
Cambridge Associates September 2009 - July 2012
Cambridge Associates June 2007 - September 2009
Skills
Financial Modeling, Investments, Valuation, Bloomberg, Asset Allocation, Financial Analysis, Hedge Funds, Equities, Investment Strategies, Asset Managment, Portfolio Management, Equity Research, Due Diligence, Data Analysis, Economics, Private Equity, Datastream, Alternative Investments, Investment Management, Fixed Income
Education
University of North Carolina at Chapel Hill 2012 — 2014
Master of Business Administration (M.B.A.)
Wake Forest University 2003 — 2007
Bachelor of Science (B.S.), Mathematical Economics
Ridgewood High School 1999 — 2003
Dr. Mandeep Singh (Ph.D)'s Wells Fargo Securities Experience April 2012 - Present
Job OfficerDerivatives Collateral Management (Capital Markets Middle Office) at Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo Securities April 2012 - Present
Secure Systematic Processing Inc. July 2011 - April 2012
University of Jammu September 2009 - July 2011
Jammu & Kashmir Entrepreneurship Development Institute (J&KEDI) August 2009 - July 2011
Punjab Technical University October 2008 - July 2011
Model Institute of Engineering & Technology February 2009 - September 2009
Bharti Airtel Limited June 2004 - July 2006
Skills
Market Research, Competitive Analysis, Management, Analysis, Marketing, Data Analysis, Microsoft Excel, Business Planning, Collateral Management, Project Planning, Social Networking, Business Analysis, Microsoft Office, Customer Service, Forecasting, Statistics, Team Building, Social Media, Event Management, SPSS, Teamwork, Marketing Strategy, Marketing Communications, English, Teaching, PowerPoint, Problem Solving, Strategic Planning, VAS, Accounting, Telecommunications, Retail, Market Planning, Marketing Research, Supervisory Skills, Higher Education, Qualitative Research, Lecturing, Policy, SAS, Regression Analysis, Business Management, Consumer Behavior, Customer Relations, Promotions, Mentoring, Conferences, Consumer Behaviour
Education
University of Jammu 2009 — 2011
PhD, Management, Services Marketing, Customer Loyalty, Satisfaction, Value Added Services
University of Jammu 2006 — 2008
MBA, Marketing & Finance
University of Jammu 2003 — 2006
Bechelors of Commerce, Accounting/Finance/General Business Administration
Wells Fargo Securities April 2012 - Present
Secure Systematic Processing Inc. July 2011 - April 2012
University of Jammu September 2009 - July 2011
Jammu & Kashmir Entrepreneurship Development Institute (J&KEDI) August 2009 - July 2011
Punjab Technical University October 2008 - July 2011
Model Institute of Engineering & Technology February 2009 - September 2009
Bharti Airtel Limited June 2004 - July 2006
Skills
Market Research, Competitive Analysis, Management, Analysis, Marketing, Data Analysis, Microsoft Excel, Business Planning, Collateral Management, Project Planning, Social Networking, Business Analysis, Microsoft Office, Customer Service, Forecasting, Statistics, Team Building, Social Media, Event Management, SPSS, Teamwork, Marketing Strategy, Marketing Communications, English, Teaching, PowerPoint, Problem Solving, Strategic Planning, VAS, Accounting, Telecommunications, Retail, Market Planning, Marketing Research, Supervisory Skills, Higher Education, Qualitative Research, Lecturing, Policy, SAS, Regression Analysis, Business Management, Consumer Behavior, Customer Relations, Promotions, Mentoring, Conferences, Consumer Behaviour
Education
University of Jammu 2009 — 2011
PhD, Management, Services Marketing, Customer Loyalty, Satisfaction, Value Added Services
University of Jammu 2006 — 2008
MBA, Marketing & Finance
University of Jammu 2003 — 2006
Bechelors of Commerce, Accounting/Finance/General Business Administration
Stephen Lande's Wells Fargo Securities Experience August 2015 - Present
Job Associate at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities August 2015 - Present
RBC Capital Markets July 2012 - August 2015
OwlPine Capital Advisors 2009 - 2010
Commonwealth Associates 2007 - 2009
Dresdner Kleinwort June 2006 - August 2006
Skills
Financial Modeling, Due Diligence, Financial Analysis, Business Strategy, Microsoft Excel, Microsoft Office, Investment Banking, Valuation, Private Equity, Corporate Finance, Venture Capital, Corporate Development, Capital Markets, LBO, Investments
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 2003 — 2007
Bachelor of Science (B.Sc.), Finance
Wells Fargo Securities August 2015 - Present
RBC Capital Markets July 2012 - August 2015
OwlPine Capital Advisors 2009 - 2010
Commonwealth Associates 2007 - 2009
Dresdner Kleinwort June 2006 - August 2006
Skills
Financial Modeling, Due Diligence, Financial Analysis, Business Strategy, Microsoft Excel, Microsoft Office, Investment Banking, Valuation, Private Equity, Corporate Finance, Venture Capital, Corporate Development, Capital Markets, LBO, Investments
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 2003 — 2007
Bachelor of Science (B.Sc.), Finance
Raj Radhakrishnan's Wells Fargo Securities Experience April 2014 - Present
Job Capital markets application systems engineer Vice President
Industry Capital Markets
Experience
Wells Fargo Securities April 2014 - Present
Citco Fund Services April 2013 - April 2014
Barclays Capital June 2012 - April 2013
Citi June 2010 - June 2012
UBS Investment Bank July 2008 - July 2010
Prudential Financial January 2006 - September 2008
iNautix Technologies (Affiliate of Pershing/Bank of New York Mellon) June 2003 - December 2005
HCL Technologies June 2000 - June 2003
Indigo Technologies India Pvt Ltd (SSI Technologies) February 1998 - May 2000
Skills
Investment Banking, Front Office Trading..., Fixed Income Technology, Trade capture and..., Trade confirmation, Trade allocation
Education
Centre for Development of Advanced Computing (C-DAC) 1997 — 1998
Post Graduate Diploma in Advanced Computing, Computer Software Engineering
University of Madras 1993 — 1997
Bachelor of Engineering, Electronics & Communication
PAA Higher Secondary School
Wells Fargo Securities April 2014 - Present
Citco Fund Services April 2013 - April 2014
Barclays Capital June 2012 - April 2013
Citi June 2010 - June 2012
UBS Investment Bank July 2008 - July 2010
Prudential Financial January 2006 - September 2008
iNautix Technologies (Affiliate of Pershing/Bank of New York Mellon) June 2003 - December 2005
HCL Technologies June 2000 - June 2003
Indigo Technologies India Pvt Ltd (SSI Technologies) February 1998 - May 2000
Skills
Investment Banking, Front Office Trading..., Fixed Income Technology, Trade capture and..., Trade confirmation, Trade allocation
Education
Centre for Development of Advanced Computing (C-DAC) 1997 — 1998
Post Graduate Diploma in Advanced Computing, Computer Software Engineering
University of Madras 1993 — 1997
Bachelor of Engineering, Electronics & Communication
PAA Higher Secondary School
Daniel DiCamillo, CFA's Wells Fargo Securities Experience May 2015 - Present
Job Vice President at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities May 2015 - Present
Amherst Pierpont Securities March 2012 - May 2015
RBS Securities Inc. November 2009 - March 2012
Eldorado Trading LLC December 2008 - November 2009
Barclays Capital July 2007 - October 2008
First Republic Bank May 2006 - September 2006
Nick Howard Futures May 2005 - September 2005
The Michigan Daily April 2004 - April 2005
Skills
Fixed Income, Series 7, Derivatives, Bloomberg, Institutional, Debt, Excel, Trading, Investments, Commodities, Bonds, Swaps, Options, Funding, Word, Series 3, Series 63, Reuters, VBA, Italian, Rates, Securities, Economics, Capital Markets, Alternative Investments, Credit, Technical Analysis, Futures
Education
University of Michigan 2003 — 2007
BA, Economics
Wells Fargo Securities May 2015 - Present
Amherst Pierpont Securities March 2012 - May 2015
RBS Securities Inc. November 2009 - March 2012
Eldorado Trading LLC December 2008 - November 2009
Barclays Capital July 2007 - October 2008
First Republic Bank May 2006 - September 2006
Nick Howard Futures May 2005 - September 2005
The Michigan Daily April 2004 - April 2005
Skills
Fixed Income, Series 7, Derivatives, Bloomberg, Institutional, Debt, Excel, Trading, Investments, Commodities, Bonds, Swaps, Options, Funding, Word, Series 3, Series 63, Reuters, VBA, Italian, Rates, Securities, Economics, Capital Markets, Alternative Investments, Credit, Technical Analysis, Futures
Education
University of Michigan 2003 — 2007
BA, Economics
Robert Miley's Wells Fargo Securities Experience 2000 - Present
Job Wells Fargo Securities Business Management Team
Industry Financial Services
Experience
Wells Fargo Securities 2000 - Present
Wachovia 2005 - 2008
Wachovia Securities 1999 - 2001
Education
University of North Carolina at Chapel Hill 1986 — 1991
B.A., Industrial Relations
Wells Fargo Securities 2000 - Present
Wachovia 2005 - 2008
Wachovia Securities 1999 - 2001
Education
University of North Carolina at Chapel Hill 1986 — 1991
B.A., Industrial Relations
Michael VanderVelde's Wells Fargo Securities Experience November 2010 - Present
Job Vice President at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities November 2010 - Present
Fitch Ratings 2007 - November 2010
Skills
CMBS, Financial Modeling, Securitization, Structured Finance, Hedge Funds, Valuation, Due Diligence, Fixed Income, Underwriting, Credit Analysis, Asset Management, Capital Markets, Management
Education
University of Wisconsin-Madison - School of Business 2004 — 2006
BBA, Dual Major: Finance and Real Estate
University of Michigan 2002 — 2004
Economics
Wells Fargo Securities November 2010 - Present
Fitch Ratings 2007 - November 2010
Skills
CMBS, Financial Modeling, Securitization, Structured Finance, Hedge Funds, Valuation, Due Diligence, Fixed Income, Underwriting, Credit Analysis, Asset Management, Capital Markets, Management
Education
University of Wisconsin-Madison - School of Business 2004 — 2006
BBA, Dual Major: Finance and Real Estate
University of Michigan 2002 — 2004
Economics
Reid Christianson's Wells Fargo Securities Experience August 2011 - Present
Job Fixed Income Sales at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities August 2011 - Present
Skills
Middle Office, Trading, Capital Markets, Back Office, Fixed Income, Finance, Banking, Financial Services, Securities, Series 7, Bloomberg, Portfolio Management, Investments, Bonds, Series 63, Settlement
Education
University of Minnesota-Twin Cities 2000 — 2005
B.A., Economics
Wells Fargo Securities August 2011 - Present
Skills
Middle Office, Trading, Capital Markets, Back Office, Fixed Income, Finance, Banking, Financial Services, Securities, Series 7, Bloomberg, Portfolio Management, Investments, Bonds, Series 63, Settlement
Education
University of Minnesota-Twin Cities 2000 — 2005
B.A., Economics
Jerome Festa's Wells Fargo Securities Experience June 2003 - Present
Job Managing Director at Wells Fargo
Industry Banking
Experience
Wells Fargo Securities June 2003 - Present
Education
University of Maryland College Park 1972 — 1978
M.A., Economicsa
University of Maryland College Park 1972 — 1978
M.A., Economics
Wells Fargo Securities June 2003 - Present
Education
University of Maryland College Park 1972 — 1978
M.A., Economicsa
University of Maryland College Park 1972 — 1978
M.A., Economics
Tom McCleary's Wells Fargo Securities Experience October 2010 - May 2012
Job Broker at Berkshire Hathaway HomeServices KoenigRubloff Realty Group
Industry Real Estate
Experience
Berkshire Hathaway HomeServices KoenigRubloff Realty Group July 2014 - Present
Mizuho Securities USA Inc. August 2012 - August 2014
Wells Fargo Securities October 2010 - May 2012
Cantor Fitzgerald September 2008 - October 2010
Countrywide Securities February 2003 - August 2008
Lehman Brothers February 1997 - February 2003
Skills
Residential Homes, Luxury Homes, New Homes, First Time Home Buyers, Existing Home Sales, Residential Mortgages, Structured Products, Capital Markets, Investments, Portfolio Management, Derivatives, Valuation, Asset Management
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance, General
University of Michigan 1977 — 1981
Bachelor of Science (BS), Mechanical Engineering
Berkshire Hathaway HomeServices KoenigRubloff Realty Group July 2014 - Present
Mizuho Securities USA Inc. August 2012 - August 2014
Wells Fargo Securities October 2010 - May 2012
Cantor Fitzgerald September 2008 - October 2010
Countrywide Securities February 2003 - August 2008
Lehman Brothers February 1997 - February 2003
Skills
Residential Homes, Luxury Homes, New Homes, First Time Home Buyers, Existing Home Sales, Residential Mortgages, Structured Products, Capital Markets, Investments, Portfolio Management, Derivatives, Valuation, Asset Management
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance, General
University of Michigan 1977 — 1981
Bachelor of Science (BS), Mechanical Engineering
James Fantozzi's Wells Fargo Securities Experience October 2013 - Present
Job Fixed Income Sales – Associate at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities October 2013 - Present
Wells Fargo Securities 2010 - October 2013
Credit Suisse October 2009 - May 2010
Credit Suisse June 2008 - October 2009
G&L Partners 2003 - 2003
Skills
Series 7, Series 63, Fixed Income, Capital Markets, Bloomberg, Derivatives, Equities, Investment Banking, Portfolio Management, Banking, Financial Markets, Securities, Financial Modeling, Financial Analysis, Trading, Credit, Investments, Financial Risk, Structured Products, Bonds, Valuation, Back Office, FX Options, Prime Brokerage, Middle Office, Credit Derivatives, Securities Lending, Money Market
Education
University of Miami
Bachelor of Business Administration (BBA), Finance
Wells Fargo Securities October 2013 - Present
Wells Fargo Securities 2010 - October 2013
Credit Suisse October 2009 - May 2010
Credit Suisse June 2008 - October 2009
G&L Partners 2003 - 2003
Skills
Series 7, Series 63, Fixed Income, Capital Markets, Bloomberg, Derivatives, Equities, Investment Banking, Portfolio Management, Banking, Financial Markets, Securities, Financial Modeling, Financial Analysis, Trading, Credit, Investments, Financial Risk, Structured Products, Bonds, Valuation, Back Office, FX Options, Prime Brokerage, Middle Office, Credit Derivatives, Securities Lending, Money Market
Education
University of Miami
Bachelor of Business Administration (BBA), Finance
Melanie Dow's Wells Fargo Securities Experience April 2006 - September 2010
Job Head of Human Resources, Senior Vice President at First Eagle Investment Management
Industry Financial Services
Experience
First Eagle Investment Management October 2010 - Present
Wells Fargo Securities April 2006 - September 2010
Bank of America 2004 - 2006
Cross-Cultural Solutions March 2003 - October 2003
Goldman Sachs 1996 - 2003
Skills
Talent Management, Change Management, Human Resources, Employee Relations, Coaching, Leadership Development, Deferred Compensation, Conflict Resolution, Management Consulting, Leadership, Executive Coaching, Succession Planning, Personnel Management, Mergers & Acquisitions, Onboarding, Performance Management, HRIS, Employee Engagement, Organizational Design, Talent Acquisition, Employee Benefits, Project Management, Organizational..., Workforce Planning, Recruiting, HR Consulting, Career Development, Strategy, Culture Change, Applicant Tracking..., HR Policies
Education
Stanford University Graduate School of Business
Managing Talent for Strategic Advantage
University of Maine
BA, Psychology
Villanova University
Masters Certificate, Masters Certificate in Human Resources Management
iPEC - Institute for Professional Excellence in Coaching
ELI-MP, CPC, Executive Coaching / Life Coaching
First Eagle Investment Management October 2010 - Present
Wells Fargo Securities April 2006 - September 2010
Bank of America 2004 - 2006
Cross-Cultural Solutions March 2003 - October 2003
Goldman Sachs 1996 - 2003
Skills
Talent Management, Change Management, Human Resources, Employee Relations, Coaching, Leadership Development, Deferred Compensation, Conflict Resolution, Management Consulting, Leadership, Executive Coaching, Succession Planning, Personnel Management, Mergers & Acquisitions, Onboarding, Performance Management, HRIS, Employee Engagement, Organizational Design, Talent Acquisition, Employee Benefits, Project Management, Organizational..., Workforce Planning, Recruiting, HR Consulting, Career Development, Strategy, Culture Change, Applicant Tracking..., HR Policies
Education
Stanford University Graduate School of Business
Managing Talent for Strategic Advantage
University of Maine
BA, Psychology
Villanova University
Masters Certificate, Masters Certificate in Human Resources Management
iPEC - Institute for Professional Excellence in Coaching
ELI-MP, CPC, Executive Coaching / Life Coaching
Harikrishna Gurukuvelli's Wells Fargo Securities Experience February 2014 - Present
Job QA Openlink endur commodity trading
Industry Computer Software
Experience
Wells Fargo Securities February 2014 - Present
Bayview Asset Management March 2013 - January 2014
Wells Fargo Bank November 2008 - March 2013
Wachovia Bank January 2008 - October 2008
Dubai Municipality March 2006 - December 2007
Fullerton India (First India Credit) April 2004 - February 2006
Education
University of Madras 2000 — 2004
B.E, Electrical and Electronics
Wells Fargo Securities February 2014 - Present
Bayview Asset Management March 2013 - January 2014
Wells Fargo Bank November 2008 - March 2013
Wachovia Bank January 2008 - October 2008
Dubai Municipality March 2006 - December 2007
Fullerton India (First India Credit) April 2004 - February 2006
Education
University of Madras 2000 — 2004
B.E, Electrical and Electronics
Deb Bundt's Wells Fargo Securities Experience 2009 - Present
Job Human Resources Consultant at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Securities 2009 - Present
Wells Fargo Bank September 2007 - April 2009
Reed Elsevier October 1992 - August 1994
Skills
Onboarding, Talent Management, Succession Planning, Leadership Development, Compensation, Organizational..., Employee Engagement, Employee Relations, Building Relationships, Adaptability, College Recruiting, HRIS, Deferred Compensation, Organizational..., PeopleSoft
Education
University of Minnesota-Twin Cities
BS, Human Resources Development & Psychology
Wells Fargo Securities 2009 - Present
Wells Fargo Bank September 2007 - April 2009
Reed Elsevier October 1992 - August 1994
Skills
Onboarding, Talent Management, Succession Planning, Leadership Development, Compensation, Organizational..., Employee Engagement, Employee Relations, Building Relationships, Adaptability, College Recruiting, HRIS, Deferred Compensation, Organizational..., PeopleSoft
Education
University of Minnesota-Twin Cities
BS, Human Resources Development & Psychology
Evelyn Ageenko's Wells Fargo Securities Experience April 2014 - Present
Job High Yield Sales at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities April 2014 - Present
Wells Fargo Securities August 2010 - March 2014
Wells Fargo July 2008 - July 2010
Wachovia May 2007 - August 2007
Research International February 2007 - May 2007
Skills
Syndicate, Series 7, Fixed Income, Investment Banking, Capital Markets, Securities, Bloomberg, Banking, Equities, Series 63, Investments, Valuation, Portfolio Management, Risk Management, Financial Modeling
Education
University of North Carolina at Chapel Hill 2004 — 2008
B.A, International Studies
University of Oxford
Wells Fargo Securities April 2014 - Present
Wells Fargo Securities August 2010 - March 2014
Wells Fargo July 2008 - July 2010
Wachovia May 2007 - August 2007
Research International February 2007 - May 2007
Skills
Syndicate, Series 7, Fixed Income, Investment Banking, Capital Markets, Securities, Bloomberg, Banking, Equities, Series 63, Investments, Valuation, Portfolio Management, Risk Management, Financial Modeling
Education
University of North Carolina at Chapel Hill 2004 — 2008
B.A, International Studies
University of Oxford
Samuel Shaw's Wells Fargo Securities Experience June 2010 - August 2011
Job Vice President at Citizens Capital Markets
Industry Investment Banking
Experience
Citizens Capital Markets March 2015 - Present
Citizens Capital Markets May 2012 - March 2015
RBS Citizens Capital Markets August 2011 - May 2012
Wells Fargo Securities June 2010 - August 2011
Carlson Ventures Enterprise March 2009 - May 2010
University of Minnesota January 2009 - May 2010
The Toro Company April 2008 - August 2008
Skills
Financial Modeling, Strategy, Analysis, Finance, Financial Analysis, Mergers & Acquisitions, Credit, Start-ups, Capital Markets, Venture Capital, Business Planning, Leveraged Finance, Investment Banking, Leadership, Valuation, LBO, Corporate Finance
Education
University of Minnesota - Carlson School of Management 2006 — 2010
Bachelor's of Science in Business, Finance
University of Minnesota-Twin Cities 2006 — 2010
Bachelors of Science in Business, Finance
Citizens Capital Markets March 2015 - Present
Citizens Capital Markets May 2012 - March 2015
RBS Citizens Capital Markets August 2011 - May 2012
Wells Fargo Securities June 2010 - August 2011
Carlson Ventures Enterprise March 2009 - May 2010
University of Minnesota January 2009 - May 2010
The Toro Company April 2008 - August 2008
Skills
Financial Modeling, Strategy, Analysis, Finance, Financial Analysis, Mergers & Acquisitions, Credit, Start-ups, Capital Markets, Venture Capital, Business Planning, Leveraged Finance, Investment Banking, Leadership, Valuation, LBO, Corporate Finance
Education
University of Minnesota - Carlson School of Management 2006 — 2010
Bachelor's of Science in Business, Finance
University of Minnesota-Twin Cities 2006 — 2010
Bachelors of Science in Business, Finance
Harneet Garcha's Wells Fargo Securities Experience April 2013 - Present
Job Architect at Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo Securities April 2013 - Present
Bank of America September 2012 - April 2013
Wells Fargo October 2010 - November 2012
Transoft International January 2008 - November 2010
TCS 2004 - 2006
Skills
SQL, Java Enterprise Edition, Java, SOA, SDLC, XML, Requirements Analysis, Websphere, Oracle, Agile Methodologies, Software Development, Business Analysis, Software Project..., Web Services, Data Warehousing, Scrum, Integration
Education
University of North Carolina at Charlotte 2006 — 2007
MS, Computer Science
University of Mumbai 2000 — 2004
BE, Electronics
Wells Fargo Securities April 2013 - Present
Bank of America September 2012 - April 2013
Wells Fargo October 2010 - November 2012
Transoft International January 2008 - November 2010
TCS 2004 - 2006
Skills
SQL, Java Enterprise Edition, Java, SOA, SDLC, XML, Requirements Analysis, Websphere, Oracle, Agile Methodologies, Software Development, Business Analysis, Software Project..., Web Services, Data Warehousing, Scrum, Integration
Education
University of North Carolina at Charlotte 2006 — 2007
MS, Computer Science
University of Mumbai 2000 — 2004
BE, Electronics
Hatesh Singh's Wells Fargo Securities Experience March 2008 - Present
Job Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities March 2008 - Present
Wachovia Capital Markets, LLC March 2005 - March 2008
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 2000
MBA, Finance and Accounting
University of Kentucky 1988 — 1990
ME, Engineering Mechanics
DPS
Wells Fargo Securities March 2008 - Present
Wachovia Capital Markets, LLC March 2005 - March 2008
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 2000
MBA, Finance and Accounting
University of Kentucky 1988 — 1990
ME, Engineering Mechanics
DPS
Darrin Kozak's Wells Fargo Securities Experience January 1998 - January 1999
Job Charles Dunn Company
Industry Commercial Real Estate
Experience
Charles Dunn Company June 2015 - Present
Electrical Manufacturers Credit Bureau November 2013 - May 2015
Chase Investment Services Corporation May 2010 - June 2012
Wescom Credit Union November 2004 - February 2010
Wedbush Morgan Securities January 1999 - January 2004
Wells Fargo Securities January 1998 - January 1999
Chicago Mercantile Exchange January 1995 - January 1998
Skills
Portfolio Management, Equities, Investments, Asset Managment, Fixed Income, Securities, Series 7, Investment Banking, Risk Management, Options, Bloomberg, Trading, Mutual Funds, Financial Markets, Credit, Small Business Lending, Finance, Series 63, Series 65, CA Insurance License, Asset Management, Retirement, Private Equity, Mortgage Lending
Education
University of Illinois at Urbana-Champaign 1990 — 1994
BA, Economics
Charles Dunn Company June 2015 - Present
Electrical Manufacturers Credit Bureau November 2013 - May 2015
Chase Investment Services Corporation May 2010 - June 2012
Wescom Credit Union November 2004 - February 2010
Wedbush Morgan Securities January 1999 - January 2004
Wells Fargo Securities January 1998 - January 1999
Chicago Mercantile Exchange January 1995 - January 1998
Skills
Portfolio Management, Equities, Investments, Asset Managment, Fixed Income, Securities, Series 7, Investment Banking, Risk Management, Options, Bloomberg, Trading, Mutual Funds, Financial Markets, Credit, Small Business Lending, Finance, Series 63, Series 65, CA Insurance License, Asset Management, Retirement, Private Equity, Mortgage Lending
Education
University of Illinois at Urbana-Champaign 1990 — 1994
BA, Economics
Bob Kinney's Wells Fargo Securities Experience January 2013 - Present
Job Managing Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities January 2013 - Present
Wells Fargo Securities August 2008 - December 2012
UBS Investment Bank 2000 - 2008
PaineWebber Incorporated August 1985 - December 2000
Education
University of Chicago 1983 — 1985
MBA, Finance
University of Maryland College Park 1980 — 1982
BS, Finance, Graduated magma cum laude
Wells Fargo Securities January 2013 - Present
Wells Fargo Securities August 2008 - December 2012
UBS Investment Bank 2000 - 2008
PaineWebber Incorporated August 1985 - December 2000
Education
University of Chicago 1983 — 1985
MBA, Finance
University of Maryland College Park 1980 — 1982
BS, Finance, Graduated magma cum laude
Joe (Ye) Sun's Wells Fargo Securities Experience February 2015 - Present
Job Portfolio Risk Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities February 2015 - Present
Wells Fargo Home Equity April 2012 - February 2015
Wells Fargo Home Mortgage September 2010 - April 2012
Wells Fargo Financial June 2009 - September 2010
Skills
Credit, Banking, Loans, Underwriting, Mortgage Lending, Financial Analysis, Analysis, Credit Analysis, FHA, Customer Service, Microsoft Excel, Training, Risk Management, Excel, Mortgage, Mortgage Underwriting, Microsoft Office, PowerPoint, Credit Risk, Process Improvement, Microsoft Word, Retail Banking, Loan Origination, Mortgage Banking, Compliance, Word, Real Estate, Insurance, Problem Solving, Home Equity Loans, SAS Programming, SQL, Audit Command Language, VBA
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2009
BBA, Finance
University of Iowa - Henry B. Tippie College of Business 2006 — 2009
Risk Managment and Insurance Certificate, RMI
University of Wisconsin-Madison 2005 — 2006
Finance, Real Estate and Urban Development
Valley High School
Wells Fargo Securities February 2015 - Present
Wells Fargo Home Equity April 2012 - February 2015
Wells Fargo Home Mortgage September 2010 - April 2012
Wells Fargo Financial June 2009 - September 2010
Skills
Credit, Banking, Loans, Underwriting, Mortgage Lending, Financial Analysis, Analysis, Credit Analysis, FHA, Customer Service, Microsoft Excel, Training, Risk Management, Excel, Mortgage, Mortgage Underwriting, Microsoft Office, PowerPoint, Credit Risk, Process Improvement, Microsoft Word, Retail Banking, Loan Origination, Mortgage Banking, Compliance, Word, Real Estate, Insurance, Problem Solving, Home Equity Loans, SAS Programming, SQL, Audit Command Language, VBA
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2009
BBA, Finance
University of Iowa - Henry B. Tippie College of Business 2006 — 2009
Risk Managment and Insurance Certificate, RMI
University of Wisconsin-Madison 2005 — 2006
Finance, Real Estate and Urban Development
Valley High School
Timothy Houlahan's Wells Fargo Securities Experience 2004 - Present
Job Managing Director at Wells Fargo
Industry Capital Markets
Experience
Wells Fargo Securities 2004 - Present
Banc One Capital Markets 1999 - 2004
Education
Vanderbilt University - Owen Graduate School of Management
MBA, Corporate Finance
University of Iowa
Bachelor of Business Administration (BBA)
Wells Fargo Securities 2004 - Present
Banc One Capital Markets 1999 - 2004
Education
Vanderbilt University - Owen Graduate School of Management
MBA, Corporate Finance
University of Iowa
Bachelor of Business Administration (BBA)
David Gu's Wells Fargo Securities Experience July 2010 - June 2013
Job Vice President at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company July 2013 - Present
Wells Fargo Securities July 2010 - June 2013
McKinsey & Company September 2008 - April 2010
Skills
Business Development, Biotechnology, Due Diligence, Market Analysis, Management Consulting
Education
University of Michigan 2002 — 2008
Ph.D., Pharmaceutical Sciences
University of Illinois at Urbana-Champaign 1998 — 2002
B.S., Biochemistry
Jefferies & Company July 2013 - Present
Wells Fargo Securities July 2010 - June 2013
McKinsey & Company September 2008 - April 2010
Skills
Business Development, Biotechnology, Due Diligence, Market Analysis, Management Consulting
Education
University of Michigan 2002 — 2008
Ph.D., Pharmaceutical Sciences
University of Illinois at Urbana-Champaign 1998 — 2002
B.S., Biochemistry
Andrew Frank's Wells Fargo Securities Experience August 2015 - Present
Job Investment Banking Associate at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities August 2015 - Present
WorldOne July 2012 - June 2013
WorldOne October 2010 - July 2012
Governors Club September 2007 - October 2010
Skills
Qualitative Research, Sales, Marketing Research, Project Management, Customer Service, Quantitative Research, Marketing Strategy, Marketing, Analysis, Market Research, Management, Golf, Primary Research, Training, Survey Research, Survey Design, Team Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2015
Master of Business Administration (MBA), Investment Management and Corporate Finance
University of North Carolina at Chapel Hill 2003 — 2006
B.A, Economics
Wells Fargo Securities August 2015 - Present
WorldOne July 2012 - June 2013
WorldOne October 2010 - July 2012
Governors Club September 2007 - October 2010
Skills
Qualitative Research, Sales, Marketing Research, Project Management, Customer Service, Quantitative Research, Marketing Strategy, Marketing, Analysis, Market Research, Management, Golf, Primary Research, Training, Survey Research, Survey Design, Team Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2015
Master of Business Administration (MBA), Investment Management and Corporate Finance
University of North Carolina at Chapel Hill 2003 — 2006
B.A, Economics
Philip Metzger, CFA's Wells Fargo Securities Experience March 2015 - Present
Job Vice President Investment Banking
Industry Financial Services
Experience
Wells Fargo Securities March 2015 - Present
Wells Fargo Securities July 2011 - February 2015
Piper Jaffray February 2009 - June 2011
Piper Jaffray June 2007 - February 2009
Piper Jaffray June 2005 - June 2007
Skills
Financial Modeling, DCF, Financial Statement..., Valuation, Financial Analysis, Investment Banking, Series 7, Corporate Finance, Capital Markets, Fixed Income, Credit Analysis, Financial Structuring, VBA, Series 63, Microsoft Excel, M&A experience, Convertible Bonds
Education
Washington University in St. Louis - Olin Business School 2009 — 2011
MBA, Finance
University of Missouri-Columbia, College of Business 1999 — 2003
BS, Finance
Wells Fargo Securities March 2015 - Present
Wells Fargo Securities July 2011 - February 2015
Piper Jaffray February 2009 - June 2011
Piper Jaffray June 2007 - February 2009
Piper Jaffray June 2005 - June 2007
Skills
Financial Modeling, DCF, Financial Statement..., Valuation, Financial Analysis, Investment Banking, Series 7, Corporate Finance, Capital Markets, Fixed Income, Credit Analysis, Financial Structuring, VBA, Series 63, Microsoft Excel, M&A experience, Convertible Bonds
Education
Washington University in St. Louis - Olin Business School 2009 — 2011
MBA, Finance
University of Missouri-Columbia, College of Business 1999 — 2003
BS, Finance
Imodu Kerobo's Wells Fargo Securities Experience June 2011 - August 2011
Job Investment Banking Analyst at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. April 2012 - Present
Wells Fargo Securities June 2011 - August 2011
Procter & Gamble 2010 - 2010
Skills
Financial Modeling, Investment Banking, Financial Analysis, Microsoft Excel, PowerPoint, Equity Capital Markets, Corporate Finance, Investments, Microsoft Word, Microsoft Office, Private Equity, Business Strategy, Bloomberg, Business Development, Valuation, Research
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2012
Raymond James Financial Inc. April 2012 - Present
Wells Fargo Securities June 2011 - August 2011
Procter & Gamble 2010 - 2010
Skills
Financial Modeling, Investment Banking, Financial Analysis, Microsoft Excel, PowerPoint, Equity Capital Markets, Corporate Finance, Investments, Microsoft Word, Microsoft Office, Private Equity, Business Strategy, Bloomberg, Business Development, Valuation, Research
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2012
Michael Karlosky's Wells Fargo Securities Experience August 2009 - February 2013
Job Senior Vice President at Figtree Financing
Industry Financial Services
Experience
Figtree Financing June 2014 - Present
PACE Financing March 2013 - May 2014
Wells Fargo Securities August 2009 - February 2013
Banc of America Securities 2007 - 2009
Bear Stearns & Co., Inc. 1991 - 2007
Skills
Strategic Planning, New Business Development, Due Diligence, Financial Modeling, Investments, Project Finance, Business Development, Investment Banking, Structured Finance, Financial Analysis, Mergers & Acquisitions, Venture Capital, Private Equity
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics
BA, Economics, Finance
Figtree Financing June 2014 - Present
PACE Financing March 2013 - May 2014
Wells Fargo Securities August 2009 - February 2013
Banc of America Securities 2007 - 2009
Bear Stearns & Co., Inc. 1991 - 2007
Skills
Strategic Planning, New Business Development, Due Diligence, Financial Modeling, Investments, Project Finance, Business Development, Investment Banking, Structured Finance, Financial Analysis, Mergers & Acquisitions, Venture Capital, Private Equity
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics
BA, Economics, Finance
Heidi Lynch's Wells Fargo Securities Experience July 2008 - February 2014
Job Fixed Income Trader at Mairs and Power Inc.
Industry Financial Services
Experience
Mairs and Power Inc. February 2014 - Present
Wells Fargo Securities July 2008 - February 2014
Piper Jaffray October 2004 - July 2008
Skills
Series 7, Series 63, Bloomberg, Fixed Income
Education
University of Minnesota-Twin Cities
Bachelor of Arts (B.A.), Economics
Mairs and Power Inc. February 2014 - Present
Wells Fargo Securities July 2008 - February 2014
Piper Jaffray October 2004 - July 2008
Skills
Series 7, Series 63, Bloomberg, Fixed Income
Education
University of Minnesota-Twin Cities
Bachelor of Arts (B.A.), Economics
Rushabh Sheth's Wells Fargo Securities Experience May 2015 - Present
Job Associate at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities May 2015 - Present
Axis Capital February 2013 - May 2015
Swiss Re August 2008 - January 2013
Morgan Stanley June 2007 - August 2007
Skills
Financial Modeling, Finance, Capital Markets, Bloomberg, Financial Analysis, Insurance, Reinsurance, Underwriting, Risk Management, Valuation
Education
University of Michigan 2004 — 2008
Bachelor of Arts, Economics
Wells Fargo Securities May 2015 - Present
Axis Capital February 2013 - May 2015
Swiss Re August 2008 - January 2013
Morgan Stanley June 2007 - August 2007
Skills
Financial Modeling, Finance, Capital Markets, Bloomberg, Financial Analysis, Insurance, Reinsurance, Underwriting, Risk Management, Valuation
Education
University of Michigan 2004 — 2008
Bachelor of Arts, Economics
Adam Maeder's Wells Fargo Securities Experience May 2015 - Present
Job Associate Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities May 2015 - Present
Westwicke Partners, LLC October 2013 - May 2015
Piper Jaffray June 2010 - July 2013
University of Iowa Krause Fund January 2010 - May 2010
Principal Global Investors January 2009 - August 2009
Baker Tilly Virchow Krause, LLP June 2008 - July 2008
Skills
Financial Modeling, Investments, Equity Capital Markets, Valuation, Bloomberg, Equities, Financial Analysis, Investor Relations, FactSet
Education
University of Iowa - Henry B. Tippie College of Business
B.B.A., Finance
IES Institute of Milan, Italy
Wells Fargo Securities May 2015 - Present
Westwicke Partners, LLC October 2013 - May 2015
Piper Jaffray June 2010 - July 2013
University of Iowa Krause Fund January 2010 - May 2010
Principal Global Investors January 2009 - August 2009
Baker Tilly Virchow Krause, LLP June 2008 - July 2008
Skills
Financial Modeling, Investments, Equity Capital Markets, Valuation, Bloomberg, Equities, Financial Analysis, Investor Relations, FactSet
Education
University of Iowa - Henry B. Tippie College of Business
B.B.A., Finance
IES Institute of Milan, Italy
Houdong Gu's Wells Fargo Securities Experience April 2012 - Present
Job Commodity Trading
Industry Investment Banking
Experience
Wells Fargo Securities April 2012 - Present
Syncada LLC (Formerly US Bank PowerTrack) February 1999 - February 2012
Skills
Agile Methodologies, Business Analysis, C#, C, Electronic Trading, Fixed Income, Management, Project Management, SQL, Software Development, Software Project..., Trading Systems, Vendor Management
Education
University of Minnesota - Carlson School of Management 2007 — 2010
MBA, Finance
University of Minnesota-Twin Cities 1993 — 1995
Master of Science, Computer Science
Ph. D program in Physics, University of Minnesota, Twin Cities 1991 — 1994
Physics
University of Science and Technology of China 1983 — 1988
Bachelor of Science (BS), Physics
Wells Fargo Securities April 2012 - Present
Syncada LLC (Formerly US Bank PowerTrack) February 1999 - February 2012
Skills
Agile Methodologies, Business Analysis, C#, C, Electronic Trading, Fixed Income, Management, Project Management, SQL, Software Development, Software Project..., Trading Systems, Vendor Management
Education
University of Minnesota - Carlson School of Management 2007 — 2010
MBA, Finance
University of Minnesota-Twin Cities 1993 — 1995
Master of Science, Computer Science
Ph. D program in Physics, University of Minnesota, Twin Cities 1991 — 1994
Physics
University of Science and Technology of China 1983 — 1988
Bachelor of Science (BS), Physics
Raphael Haramati's Wells Fargo Securities Experience June 2014 - Present
Job Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2014 - Present
Wells Fargo Securities June 2013 - August 2013
PineBridge Investments February 2013 - May 2013
StormHarbour Securities June 2012 - July 2012
Scoggin Capital Management June 2011 - August 2011
Education
New York University - Leonard N. Stern School of Business 2010 — 2014
University of Melbourne - Melbourne Business School
The Frisch School
Wells Fargo Securities June 2014 - Present
Wells Fargo Securities June 2013 - August 2013
PineBridge Investments February 2013 - May 2013
StormHarbour Securities June 2012 - July 2012
Scoggin Capital Management June 2011 - August 2011
Education
New York University - Leonard N. Stern School of Business 2010 — 2014
University of Melbourne - Melbourne Business School
The Frisch School
Marc Trovero, CFA's Wells Fargo Securities Experience September 2014 - Present
Job Counterparty Credit Risk Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities September 2014 - Present
Wells Fargo January 2013 - September 2014
Vanguard April 2009 - January 2013
Vanguard December 2007 - April 2009
Vanguard June 2006 - December 2007
Skills
Fixed Income, Microsoft Office, Customer Service, Critical Thinking, Research, Economics, Statistics, Macroeconomics, Financial Markets, Econometrics, Financial Analysis, Trading
Education
University of North Carolina at Chapel Hill 2003 — 2006
B.A., Economics
LP High School 1998 — 2002
Wells Fargo Securities September 2014 - Present
Wells Fargo January 2013 - September 2014
Vanguard April 2009 - January 2013
Vanguard December 2007 - April 2009
Vanguard June 2006 - December 2007
Skills
Fixed Income, Microsoft Office, Customer Service, Critical Thinking, Research, Economics, Statistics, Macroeconomics, Financial Markets, Econometrics, Financial Analysis, Trading
Education
University of North Carolina at Chapel Hill 2003 — 2006
B.A., Economics
LP High School 1998 — 2002
Greg Schrader's Wells Fargo Securities Experience April 2012 - Present
Job Vice President at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities April 2012 - Present
Ironbeam 2006 - March 2012
National Futures Association 2003 - 2006
Education
University of Iowa
BS, Finance
Wells Fargo Securities April 2012 - Present
Ironbeam 2006 - March 2012
National Futures Association 2003 - 2006
Education
University of Iowa
BS, Finance
Jide O. Adesoye's Wells Fargo Securities Experience January 2013 - June 2015
Job Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities January 2013 - June 2015
PwC September 2012 - January 2013
Emerging Capital Partners January 2012 - May 2012
Citi May 2011 - August 2011
Barclays Capital January 2011 - January 2011
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Investment Banking, Bloomberg, Private Equity, Microsoft Excel, Finance, Capital Markets, PowerPoint, Due Diligence, Microsoft Office
Education
University of Maryland - Robert H. Smith School of Business
University of Maryland College Park
Wells Fargo Securities January 2013 - June 2015
PwC September 2012 - January 2013
Emerging Capital Partners January 2012 - May 2012
Citi May 2011 - August 2011
Barclays Capital January 2011 - January 2011
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Investment Banking, Bloomberg, Private Equity, Microsoft Excel, Finance, Capital Markets, PowerPoint, Due Diligence, Microsoft Office
Education
University of Maryland - Robert H. Smith School of Business
University of Maryland College Park
David Sastre's Wells Fargo Securities Experience May 2011 - August 2011
Job University of Michigan Ross Business School. MBA 2012
Industry Financial Services
Experience
Plante Moran 2013 - 2014
Wells Fargo Securities May 2011 - August 2011
Deloitte Corporate Finance 2008 - 2010
Credit Agricole CIB 2007 - 2008
Commerzbank Corporates & Markets 2006 - 2007
Commerzbank Corporates & Markets 2004 - 2005
Motorola 2001 - 2002
Motorola 2001 - 2002
Motorola 2001 - 2002
Skills
Mergers, Valuation, Capital Markets, Financial Modeling, Finance, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
MBA, Accounting and Finance
Plante Moran 2013 - 2014
Wells Fargo Securities May 2011 - August 2011
Deloitte Corporate Finance 2008 - 2010
Credit Agricole CIB 2007 - 2008
Commerzbank Corporates & Markets 2006 - 2007
Commerzbank Corporates & Markets 2004 - 2005
Motorola 2001 - 2002
Motorola 2001 - 2002
Motorola 2001 - 2002
Skills
Mergers, Valuation, Capital Markets, Financial Modeling, Finance, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
MBA, Accounting and Finance
Joseph Heller's Wells Fargo Securities Experience June 2012 - August 2012
Job Marketing Associate at OppenheimerFunds
Industry Investment Banking
Experience
OppenheimerFunds May 2015 - Present
Bessemer Trust 2013 - May 2015
Wells Fargo Securities June 2012 - August 2012
JLM Pacific Epoch October 2011 - January 2012
Pennant Park Investment Corporation June 2011 - August 2011
Clearview Trading June 2010 - August 2010
Skills
Mandarin
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2013
Bachelor's degree, Finance, 3.7
Ramaz
OppenheimerFunds May 2015 - Present
Bessemer Trust 2013 - May 2015
Wells Fargo Securities June 2012 - August 2012
JLM Pacific Epoch October 2011 - January 2012
Pennant Park Investment Corporation June 2011 - August 2011
Clearview Trading June 2010 - August 2010
Skills
Mandarin
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2013
Bachelor's degree, Finance, 3.7
Ramaz
Corinne E. Larsen, CIA, MBA's Wells Fargo Securities Experience March 2012 - June 2013
Job Senior Audit Leader at Wells Fargo Audit Services
Industry Financial Services
Experience
Wells Fargo Audit Services March 2015 - Present
Wells Fargo Audit Services March 2014 - March 2015
Wells Fargo Audit Services June 2013 - March 2014
Wells Fargo Securities March 2012 - June 2013
Wells Fargo Securities May 2011 - March 2012
Wells Fargo September 2009 - May 2011
Wells Fargo May 2004 - September 2009
Skills
Fixed Income, Operations, Securities, Safekeeping, Public Finance, Treasury Management, Retail Banking, Customer Service, Sales, Cross Selling, SQL, Financial Analysis, Credit Analysis, Settlement, Back Office, Auditing, Internal Controls, Financial Services, Risk Management, Internal Audit, Capital Markets
Education
St. Cloud State University
Master of Business Administration (MBA), 3.8
University of Minnesota - Carlson School of Management
Minor, General Management
University of Minnesota-Twin Cities
Bachelor of Arts (B.A.), Economics
University of Minnesota-Twin Cities
Minor, Spanish
Wells Fargo Audit Services March 2015 - Present
Wells Fargo Audit Services March 2014 - March 2015
Wells Fargo Audit Services June 2013 - March 2014
Wells Fargo Securities March 2012 - June 2013
Wells Fargo Securities May 2011 - March 2012
Wells Fargo September 2009 - May 2011
Wells Fargo May 2004 - September 2009
Skills
Fixed Income, Operations, Securities, Safekeeping, Public Finance, Treasury Management, Retail Banking, Customer Service, Sales, Cross Selling, SQL, Financial Analysis, Credit Analysis, Settlement, Back Office, Auditing, Internal Controls, Financial Services, Risk Management, Internal Audit, Capital Markets
Education
St. Cloud State University
Master of Business Administration (MBA), 3.8
University of Minnesota - Carlson School of Management
Minor, General Management
University of Minnesota-Twin Cities
Bachelor of Arts (B.A.), Economics
University of Minnesota-Twin Cities
Minor, Spanish
Bee Yang's Wells Fargo Securities Experience May 2007 - Present
Job Client Service Consultant at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities May 2007 - Present
Education
University of Minnesota Duluth 2002 — 2004
Bachelor of Business Administration (B.B.A.), Finance
Wells Fargo Securities May 2007 - Present
Education
University of Minnesota Duluth 2002 — 2004
Bachelor of Business Administration (B.B.A.), Finance
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial